Abstract
The property-based statistically equivalent RVE or P-SERVE has been introduced in the literature as the smallest microstructural volume element in non-uniform microstructures that has effective material properties equivalent to those of the entire microstructure. An important consideration is the application of appropriate boundary conditions for optimal property-based statistically equivalent representative volume element domains. The exterior statistics-based boundary conditions have been developed, accounting for the statistics of fiber distributions and interactions in the domain exterior to the property-based statistically equivalent representative volume element. This paper is intended to validate the efficacy of the exterior statistics-based boundary condition-based property-based statistically equivalent representative volume elements for evaluating homogenized stiffnesses of a unidirectional polymer matrix composite with a polydispersed microstructure characterized by nonuniform dispersion of carbon fibers of varying sizes in an epoxy matrix. Experimental tests and microstructural characterization of the polymer matrix composite are conducted for calibration and validation of the model. Statistically equivalent microstructural volume elements are constructed from experimental micrographs for direct numerical simulations. The performance of the property-based statistically equivalent representative volume element with exterior statistics-based boundary conditions is compared with other boundary conditions, as well as with the statistical volume elements. The tests clearly show the significant advantages of the exterior statistics-based boundary conditions in terms of accuracy of the homogenized stiffness and efficiency.
Keywords
Introduction
Effective mechanical properties, like stiffness and strength, of composite materials are strongly affected by morphological features of the microstructure, such as fiber volume fraction, fiber size, shape and orientation, spatial dispersion of fibers, etc. These properties are typically evaluated by homogenization methods that involve averaging microscopic variables viz. stresses and strains from direct numerical simulations (DNS) of the microstructural representative volume element (RVE).1–6 Typically, an RVE is a microstructural sub-domain that is representative of the morphology and/or properties of the entire microstructure in an averaged sense. For non-uniformly dispersed microstructures, as shown in Figure 1(a), RVE definitions that pertain to perfectly uniform or periodic microstructures may not apply. The concept of statistically equivalent RVE or SERVE has been introduced in Swaminathan et al.,
1
McDowell et al.
7
and Ghosh
2
for non-uniform microstructures. Combining statistical analysis and DNS of representative microstructural domains, an SERVE can be identified as the smallest microstructural volume element exhibiting the following characteristics.
Effective material properties of the SERVE should be equivalent to those of the entire microstructure. This is classified as a property-based SERVE or property-based statistically equivalent (P-SERVE). Distribution functions of parameters reflecting the statistics of local morphology in the SERVE should be equivalent to those for the overall microstructure. This can be classified as a microstructure-based SERVE or M-SERVE. The SERVE should be independent of location in the local microstructure or loading. (a) Experimental micrograph of carbon fiber epoxy matrix unidirectional composite, (b) Voronoi tessellation of the polydispersed microstructural volume element (MVE) with gray-scale shading corresponding to the local volume fraction Φ. Coordinates x (or 1) and y (or 2) correspond to transverse directions in the section, while z (or 3) corresponds to the longitudinal direction of the fibers.

Figure 1(a) shows an experimental micrograph of an unidirectional carbon fiber, epoxy polymer matrix composite. A microstructural volume element (MVE) is a large microstructural domain representing the micrograph, for which statistical distributions of characteristic functions can be generated, but DNS is computationally prohibitive. Figure 1(b) shows an MVE of the polydispersed microstructure that is tessellated into Voronoi cells for determining the distribution of volume fraction Φ as shown with gray-scale shading. The goal of this paper is to devise and test an efficient and accurate method of determining effective properties of non-uniform composite microstructures. A variety of methods with these goals exist in the literature, where DNS of estimated SERVEs are performed subjected to certain boundary conditions. Special RVEs and homogenization methods for random media have been developed in Kanit et al.,
8
Trovalusci et al.
9
and Recciaa et al.
10
Conventional boundary conditions include the constant strain or affine-transformation-based displacement (ATDBCs), constant stress or uniform traction (UTBCs) and periodic boundary conditions (PBCs).11–13 Assumptions in these boundary conditions either imply that the SERVE is immersed in a continuum with spatially invariant strain-energy-density, ignoring the interaction of exterior fibers, or that the deformation patterns in the domain exterior to the SERVE are homologous. These assumptions are however not valid for microstructures with non-uniform dispersions and can result in over-estimation of the RVE region from convergence requirements. To overcome the deficiencies in boundary conditions, the exterior statistics-based boundary condition or ESBC has been developed for P-SERVEs in Ghosh and Kubair
3
and Kubair and Ghosh,
4
accounting for statistics of fiber distributions and interactions in the MVE domain exterior to the P-SERVE. Using statistically informed Green’s functions and the Eshelby equivalent inclusion method and the two-point correlation function
This paper is intended to validate the efficacy of the ESBC-based P-SERVEs for a unidirectional polymer matrix composite (IM7/977-3 PMC) with a polydispersed microstructure containing a nonuniform distribution of IM7 carbon fibers of varying sizes in a 977-3 epoxy matrix. Only elastic materials are considered in this paper. The second section discusses experimental tests and microstructural characterization of the PMC. From experimental micrographs, statistically equivalent MVEs of the material are constructed to provide microstructural volumes for DNS in the section on microstructure reconstruction. The next section summarizes the formulation and algorithms for micromechanical analysis of the P-SERVE with exterior statistics-based boundary conditions (ESBCs). The selection of the P-SERVE with ESBCs from the convergence of effective properties is discussed in the following section. Next, the performance of the P-SERVE with ESBC is compared with the statistical volume elements (SVEs). The predicted effective stiffness by different approaches is compared with the results of mechanical tests. The paper concludes with a summary of the advantages achieved by the ESBC-based P-SERVE.
Microstructure imaging and characterization, and mechanical testing of the carbon fiber PMC
The unidirectional polymer matrix composite (IM7/977-3 PMC) studied here, has a composition of IM7 carbon fibers of varying sizes (mean radius of
Experimentally obtained elastic properties of the IM7/977-3 polymer matrix composite Clay and Knoth. 14
For micromechanical analysis in the subsequent sections, material properties of the microstructural constituents have been obtained from various sources. The Young’s modulus and Poisson’s ratio of the isotropic 977-3 epoxy matrix are EM = 2.5 GPa and νM = 0.43, respectively. The IM7 carbon fibers are assumed to be transversely isotropic, for which the modulus in the longitudinal direction is recorded in the manufacturer database HEXCEL
15
as
Statistical characterization of the polydispersed microstructure
An image-processed micrograph of the cross-section of the unidirectional PMC is shown in Figure 1(a). A large region in the micrograph is designated as the MVE and tessellated into a network of Voronoi cells, 2 based on the fiber centroids, as shown in Figure 1(b). The selected MVE consists of 1239 fibers with a median fiber radius of 2.4624 µm. Voronoi cells provide a basis for microstructural characterization. The local fiber volume fraction Φ is defined as the ratio of the fiber cross-sectional area to the area of the associated Voronoi cell, and the shading represents the level of Φ. Brighter cells with lower values of Φ indicate regions that are matrix rich, while darker cells with large Φ indicate regions of fiber clustering.
The probability density functions (PDFs) of the local volume fraction Φ and the fiber size of the MVE are, respectively, plotted in Figures 2(a) and (b). The median volume fraction is evaluated to be Probability distribution functions of: (a) volume fraction Φ and (b) fiber size, and (c) the radial-distance and orientation dependent two-point correlation function 
Creating statistically equivalent MVEs from experimental micrographs
Prior to conducting DNS of the SERVE for effective properties, it is important to create statistically equivalent microstructural volume elements (SEMVEs) that are representative of the entire experimental micrograph as in Figure 1(a) with identical statistical distributions. The SEMVE forms the parent domain from which P-SERVEs may be extracted.
In this work, SEMVEs are obtained by a Monte-Carlo type reconstruction method using the one-point correlation function S1, two-point correlation function S2 and the probability distribution of fiber radius in the PMC micrograph, depicted in Figure 2. The process initializes the positions of Nf chosen fibers in hexagonal close packing arrangements within the MVE, with the initial spacing between fibers determined from the global volume fraction S1. The radii of these fibers are assigned by randomly sampling from the fiber size distribution in Figure 2(b). Values of parameters used to start the process are:
After each proposed non-overlapping fiber shuffle, (a) Convergence with respect to the L2-norm of error with progressive iterations, and (b) map of error in the 
Micromechanical analysis of the P-SERVE with ESBCs
An essential step in the property evaluation process is the identification of the property-based SERVE and the associated boundary conditions. The ESBCs have been developed in Ghosh and Kubair
3
and Kubair and Ghosh
4
as a special conjugate to the optimal P-SERVE size. In Ghosh and Kubair,
3
the ESBC developed was for statistically homogeneous monodispersed MVEs that allowed the use of the distance-based two-point correlation functions
The polydispersed MVE with nonuniformly distributed fibers, for which homogenized properties are sought, occupies a large microscopic domain (a) Schematic view of the MVE containing the P-SERVE and its complementary exterior domain, i.e.

Applying the divergence theorem to the first term containing the integral over
Here
The method of obtaining the displacement enhancement
Since the homogeneous stress
For the domain
Sijkl are the spatially invariant interior, Discretize the P-SERVE domain Extract the positions and coordinates xi of candidate boundary-nodes on Compute the affine transformation-based displacements Compute the probability distribution function PDF(a) and the two-point correlation function Compute the perturbed displacements Each radial orientation is discretized into Nr number of equally spaced segments with increment The angular orientation is discretized into The fiber size distribution is discretized into Na equally spaced bins with The ESBCs on the boundary nodes are computed and applied as
Selection of a candidate P-SERVE from stiffness convergence
Candidate P-SERVEs are extracted from the SEMVE domain in Figure 3(c) for simulations leading to the homogenized stiffness evaluation. Figure 5(a) shows a set of five concentric cross-sections (i–v) with increasing number of fibers in the SEMVE that can be used as candidate P-SERVEs. The P-SERVE boundaries coincide with the Voronoi cell boundaries at the edges of the MVE, and hence does not intersect any fiber. The thickness of the composite domai (a) Concentrically increasing candidate P-SERVE domains in the MVE for micromechanical simulations, and (b) convergence of the normalized homogenized stiffness tensor 
The composite system is assumed to be the weakest in transverse loading, as corroborated by the transverse modulus in Table 1. Hence, the analyses are performed in the transverse direction. The P-SERVEs are subjected to both the ATDBCs or ESBCs corresponding to a far-field unit uniaxial strain in the transverse direction
The homogenized stiffness component
Comparing P-SERVEs with ESBCs with SVEs
SVEs7,18 are based on the ergodicity hypothesis that the composite microstructure with dispersed heterogeneities is statistically homogeneous. Hence, its volume-averages are identical to the ensemble-averages. The homogenized modulus of the material is expected to be equal the mean of the volume-averaged modulus obtained from a large number of instantiations of a much smaller volume SVEs. The ensemble-average of any spatially varying field quantity
For comparison with the P-SERVE predictions, the SVE problem is set up with individual square SVEs of size LI = 70 µm, 135 µm and 200 µm; 100 candidate SVEs are chosen for each SVE size. 2D plane-strain analysis of the candidate SVEs is performed subjected to ATDBCs. The ensemble-averaged stiffness components (a) Cumulative mean (CM) of the ensemble-averaged stiffness component 
For an ergodic microstructure, the cumulative mean (CM) of the volume-averaged stiffness is expected to converge to that of the entire MVE, i.e.
Comparing the P-SERVE and SVE stiffness with experimental observations
Comparison of convergence conditions for different cases.
P-SERVE: property-based statistically equivalent RVE; ATDBC: affine-transformation-based displacement constant stress; ESBC: exterior statistics-based boundary condition.
Summary and conclusions
This applicability of the P-SERVE with ESBCs, introduced in Ghosh and Kubair 3 and Kubair and Ghosh 4 is extended to polydispersed microstructures in this paper. This P-SERVE-ESBC model reduces micromechanical simulations to an optimal SERVE domain through the use of boundary conditions that incorporate the statistics of the domain exterior to the SERVE. A premise of the efficiency of this method is that the micromechanical simulations of a small P-SERVE are efficient. The large exterior region of the microstructures only needs characterization for statistical analysis, which is rather efficiently accomplished for most material systems. An important aspect is the validation of this P-SERVE-ESBC model for a polymer matrix composite system. The validation results clearly show the significant advantage and potential of this method, both in terms of the volume to be modeled for determining effective mechanical properties and the number of iterations. While the advantage of ESBC-based method over other methods for homogenization has been proven for a few composite materials in this paper and in Ghosh and Kubair 3 and Kubair and Ghosh, 4 the choice of the appropriate method, in general, is material dependent and depends on the contrast in properties between the inclusion and matrix. This aspect has been discussed in Ranganathan and Ostoja-Starzewski. 19
The experimental polymer matrix composite, on which microstructural characterization and mechanical tests are conducted, consists of unidirectional carbon fibers of varying radii dispersed in an epoxy matrix. SEMVEs of the material are constructed from equivalence of morphological distribution and correlation functions, e.g.
Footnotes
Declaration of Conflicting Interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This work has been supported through a grant No. FA9550-12-1-0445 to the Center of Excellence on Integrated Materials Modeling (CEIMM) at Johns Hopkins University awarded by the AFOSR/RSL Computational Mathematics Program (Manager Dr. A. Sayir) and AFRL/RX (Monitors Drs. C. Woodward and C. Przybyla). These sponsorships are gratefully acknowledged. Computing support by the Homewood High Performance Compute Cluster (HHPC) and Maryland Advanced Research Computing Center (MARCC) is gratefully acknowledged.
