## 1. Introduction

The intelligent materials, which respond to optical, electrical or thermal actions from outside and perform various kinds of high function, have been developed and have attracted worldwide attention. Metals, ceramics and polymers have been developed as intelligent materials and applied widely to the fields of industry, aerospace, medical treatment and the products related to daily life. One of the main materials which have developed this research and applications are shape memory alloys (SMAs) [

1,

2,

3]. Shape memory polymers (SMPs) have also been used practically [

4,

5,

6].

In the SMA, the shape memory property appears based on the martensitic transformation (MT) in which the crystal structure varies depending on the variation in temperature. In the SMA, a strain of 8% is recoverable and high recovery stress can be used. The properties of energy storage and dissipation can be also used [

7]. Among the SMA, the TiNi SMA shows excellent fatigue strength [

8].

In the SMP, the shape memory property appears based on the glass transition in which the characteristics of molecular motion vary depending on the variation in temperature. In the SMP, sheet, film, foam and other forms can be used, and the strain of several hundred percents is recoverable. In the SMP, the polyurethane SMP has been used practically. Compared with SMAs, SMPs are light, transparent, easy to form and cheap. However, the recovery stress and fatigue strength are inferior to the SMAs [

9].

In order to use new and higher functions by combining the excellent qualities of both SMAs and SMPs, the development of a shape memory composite (SMC) incorporating SMA and SMP is possible. If the SMP is used as the matrix in the SMC and the SMA as the fiber, the following properties can be obtained in the SMC: in the SMA, high recovery stress is obtained at high temperature and the residual strain which appears at low temperature disappears by heating. However, both the MT yield stress and elastic modulus are low at low temperature and therefore it is hard to carry a large load. On the other hand, the SMP is soft at high temperature and its original shape is recovered during unloading. The elastic modulus is high at low temperature and the SMP element can carry a large load by keeping the deformed shape. Therefore, if a SMC which combines the characteristics of both the SMA and the SMP is developed, (1) a large recovery force appears at high temperature and (2) the deformed shape is recovered, and (3) the deformed shape is held at low temperature and (4) a large load can be carried. Combining the SMA and the SMP, a shape memory element can be developed, in which the response speed is high and the recovery shape is prescribed precisely [

10].

In the present paper, the fabrication method and the mechanical properties of a SMC which shows the two-way deformation depending on temperature variation are investigated. As the first step to develop the SMC, a SMC belt combined with two kinds of SMA and SMP is fabricated on an experimental basis, and the fabrication method of the two-way SMC and the basic mechanical properties of the SMC are investigated. With respect to the working characteristics of the SMC belt, the bending deformation and the recovery force with the two-way property by heating and cooling in the three-point bending test are discussed. A simple model is applied in the analysis of the two-way deformation and recovery force for the SMC belt.

## 2. Characteristics of the SMC with SMA and SMP

In order to discuss the basic deformation properties of the SMA and SMP, and the characteristics of the SMC with SMA and SMP, the dependence of the elastic modulus and the yield stress of the SMA, the SMP and the steel on temperature is shown in

Figure 1(a) and (b), respectively.

Figure 1 is expressed on the semi-logarithmic graph.

**Figure 1.**
Dependence of elastic modulus and yield stress on temperature for SMA, SMP and steel.

**Figure 1.**
Dependence of elastic modulus and yield stress on temperature for SMA, SMP and steel.

In

Figure 1,

A_{s},

A_{f} and

T_{g} on the temperature axis denote the reverse (leading to austenite phase) transformation start and finish temperatures of the SMA and the glass transition temperature of the SMP, respectively. The symbols

σ_{M} and

σ_{A} represent the stress-induced MT stress and reverse transformation stress, respectively.

As shown in

Figure 1, the elastic modulus and

σ_{M} are small at temperatures below

A_{s} and large at temperatures above

A_{f} for the SMA. The reverse transformation stress

σ_{A} appears around

A_{f}. Both

σ_{M} and σ

_{A} increase in proportion to the temperature. Based on these characteristics, if the SMA is deformed below

A_{f}_{,} the residual strain appears after unloading and the residual strain disappears by heating under no load, showing the shape memory effect (SME). If the SMA is deformed above

A_{f}, strain is recovered during unloading, showing the superelasticity (SE). On the other hand, the elastic modulus and the yield stress of the steel are almost constant in the temperature range of 273 K–373 K at which most SMAs have been practically used. Therefore, if the steel is used as a bias element in combination with an SMA element in the temperature region above and below

A_{f}, the two-way shape memory effect (TWSME) can be achieved by heating and cooling.

On the other hand, the elastic modulus and the yield stress of the SMP are large at temperatures below the glass transition temperature T_{g} and small at temperatures above T_{g}. Therefore, the SMP is easily deformed above T_{g}. If the SMP is cooled down to the temperature below T_{g} by holding the formerly deformed shape constant, the deformed shape is fixed and the SMP can carry large load. This property is called the shape fixity (SF). If the shape-fixed SMP element is heated up to the temperature above T_{g} under no load, the original shape is recovered. This property is called the shape recovery (SR).

As mentioned above, the dependence of the elastic modulus and the yield stress on temperature is quite different between the SMA, the SMP and the steel. Therefore, if the composite material is produced by combining these materials appropriately, the SMC with new functions which are not possible with the component materials can be developed. For example, though the rigidity of the SMP element is low at high temperature, the rigidity of the SMC elements combined with the SMA becomes high at high temperature and large recovery force can be obtained simultaneously. In the similar way, though the rigidity of the SMA element is low at low temperature, the rigidity of the SMC element combined with the SMP becomes high at low temperature.

## 3. Fabrication of SMC Belt with Two-Way Movement

#### 3.1. Materials

With respect to the SMA, two kinds of SMA tapes showing SME and SE at room temperature were used. The SMA tape showing SME was a TiNi SMA tape with a width of 5 mm and a thickness of 0.25 mm produced by Furukawa Techno Material Co. The SMA tape showing SE was a TiNi SMA tape with a width of 2.5 mm and a thickness of 0.3 mm produced by Yoshimi Inc. In the shape memory processing, each SMA tape was set along a fixing circular ring with an inner diameter of 16 mm and was heat-treated to memorize the round shape with an outside diameter of 16 mm. The reverse-transformation finish temperature A_{f} of the SMA tape showing SME was 347 K and that showing SE was 317 K. With respect to the SMP, a polyurethane SMP sheet (MM6520) produced by DiAPLEX Co., Ltd. was used. Thickness was 0.25 mm and the glass transition temperature T_{g} was 338 K.

#### 3.3. Fabrication of SMC Belt

At first, two cuts per tooth were made on one SMP sheet and the two kinds of SMA tapes (SME-SMA tape and SE-SMA tape) were passed through these cuts. In this process, the SME-SMA tape and the SE-SMA tape were arranged facing in the opposite directions for the memorized round shape. The SMP sheet passed through the two kinds of SMA tapes was sandwiched between two SMP sheets from upper and lower sides. The combined material was set in the mold shown in

Figure 4 for fabricating the SMC belt. The fabricating conditions: the number of SMP sheets, the pressing force, the heating temperature and the holding time, affect the performance of the fabricated SMC belt. With respect to these factors, many preparatory experiments were carried out and the appropriate fabricating conditions were examined. As the result, it was confirmed that an SMC belt without bubbles and gaps between materials could be fabricated under the following conditions: first, two kinds of SMA tapes were sandwiched between the SMP sheets and set in the mold. Next, the upper and lower molds were fastened through the bolts by a torque of 6.78 N·m. The mold was held in the furnace at 448 K for 30 min followed by cooling in air. The photographs of the fabricated SMC belt are shown in

Figure 5. As seen from the Figure, a small built-up part appeared near the edge of the SMA tape. In the case of one SMP sheet, the edge of the SME-SMA tape projected by the recovery force appeared from the surface during heating. In order to protect the projection of the edge, a small piece of the SMP sheet was put on the edge of the SME-SMA tape and the SMC belt was fabricated. The projection of the edge of the SME-SMA tape during heating was protected.

**Figure 4.**
Photographs of the mold for fabricating the SMC belt.

**Figure 4.**
Photographs of the mold for fabricating the SMC belt.

**Figure 5.**
Photographs of the fabricated SMC belt.

**Figure 5.**
Photographs of the fabricated SMC belt.

## 5. Two-Way Recovery Force of SMC Belt in Bending

In applications of the SMC belt, we will use not only the bending deformation but also the recovery force during heating and cooling. In the present chapter, the two-way recovery force which appears in the fabricated SMC belt during heating and cooling will be discussed.

#### 5.1. Experimental Method

The procedure of the three-point bending test with heating and cooling for the recovery force is schematically shown in

Figure 7. At first, the bent-form SMC belt was set on the supports of the three-point bending test machine. The span was 30 mm. After setting the SMC belt, the point of the punch contacted the center of the SMC belt and the position was held constant. Keeping the initial bent form constant, the SMC belt was heated and cooled. The initial deflection between two supports under no-load was 3.4 mm before the cyclic thermal test.

**Figure 7.**
Experimental procedure of recovery force by the three-point bending test with heating and cooling.

**Figure 7.**
Experimental procedure of recovery force by the three-point bending test with heating and cooling.

The photograph of the SMC belt kept in the bent form during heating and cooling in the three-point bending test is shown in

Figure 8. Heating and cooling rates in the furnace were about 1 K/min between 293 K and 363 K. The recovery force, which increases when the SMC belt tends to be flat plane during the heating process and decreases when the SMC belt tends to recover the original shape during the cooling process, was measured by a load cell.

**Figure 8.**
Photograph of the SMC belt kept in the bent form during heating and cooling in the three-point bending test.

**Figure 8.**
Photograph of the SMC belt kept in the bent form during heating and cooling in the three-point bending test.

#### 5.2. Experimental Results and Discussion

The relationship between the recovery force and temperature obtained by the three-point bending test for the SMC belt is shown in

Figure 9. The symbols

A_{f},_{SE},

A_{f},

_{SME} and

T_{g} shown in

Figure 9 represent the reverse-transformation finish temperatures of the SE-SMA tape and the SME-SMA tape and the glass transition temperature of the SMP sheet, respectively. The behavior of the recovery force is different between the heating process and cooling process, and the curve describes a large hysteresis loop. In the heating process, since temperatures around the

A_{f,SE} of the SE-SMA tape are lower than

T_{g} of the SMP sheet, the elastic modulus of the SMP is high and therefore the rigidity of the SMP matrix is high. The recovery force of the SME-SMA tape does not appear at this temperature, and therefore the recovery force of the SMC is small. Although the elastic modulus of the SMP decreases at temperatures around

T_{g} of the SMP, the recovery force of the SME-SMA tape is smaller than that of the SE-SMA tape, and therefore the recovery force of the SMC belt is almost the same as that at temperatures around

A_{f,SE}. The recovery force starts to increase at temperatures around

A_{f,SME} of the SME-SMA tape. Since the recovery force of the SME-SMA tape becomes larger than that of the SE-SMA tape at temperatures around

A_{f,SME}, the recovery force of the SMC belt appears. In the whole heating process, the recovery force of the SME-SMA tape becomes larger than that of the SE-SMA tape at temperatures around 350 K, and therefore the recovery force of the SMC belt increases rapidly.

The recovery force at high temperature can be evaluated as follows. The deflection

y at the center of the SMC belt in the three-point bending is given by the following equation:

where

W and

l denote the load applied at the center and the span, respectively. Therefore, the recovery force of the SMC belt at high temperature is obtained by the following equation:

The internal bending moment which appears in the SMC belt with the bent form at 363 K is as follows. Although the internal bending moment in the SME-SMA tape and the SMP sheet acts in the direction where the SMC belt returns to the flat plane, the internal bending moment in the SE-SMA tape acts in the opposite direction where the deflection increases. Therefore, from Equation (1), the bending rigidity of the SMC belt is obtained as E_{c}I_{c} = 251 N•mm^{2}. Substituting the measured values of l = 25.9 mm and y = 3.4 mm in Equation (4), the recovery force W = 2.4 N. This value is 69% of the measured recovery force of 3.5 N at 363 K. Therefore, the recovery force induced the SMC belt can be roughly evaluated by Equation (4). The proposed simple model is useful in the analysis of the SMC.

**Figure 9.**
Relationship between recovery force and temperature during heating and cooling in the three-point bending test for the SMC belt.

**Figure 9.**
Relationship between recovery force and temperature during heating and cooling in the three-point bending test for the SMC belt.

In the cooling process, at temperatures around A_{f,SME} of the SME-SMA tape, since the recovery force of the SME-SMA tape is larger than that of the SE-SMA tape, the recovery force of the SMC belt is high and almost constant. At temperatures around T_{g} of the SMP, the recovery force of the SME-SMA tape is larger than that of the SE-SMA tape, the recovery force of the SMC belt is still high. At temperatures around A_{f,SE} of the SE-SMA tape, though the elastic modulus of the SMP becomes large at temperatures below T_{g}, the recovery force of the SMC belt is 1.5 N since the recovery force of the SME-SMA tape is still larger than that of the SE-SMA tape. In the whole cooling process, the recovery force of the SME-SMA tape decreases gradually and recovery force of the SMC belt decreases correspondingly.

The phenomenon in which the recovery force–temperature curve of the SMC belt describes a hysteresis loop during heating and cooling is similar to that in which the recovery stress–temperature curve of the SMA wire describes a hysteresis loop [

11]. It is important to be noticed that the recovery force–temperature curve of the SMC belt depends on the

A_{f} points of the SMAs and

T_{g} of the SMP. The coefficient of thermal conductivity differs between the SMA and the SMP. Therefore, the characteristics of the deformation and the recovery force in the SMC depend on the arrangement and fraction of the SMA fiber and the SMC matrix and the rates of heating and cooling. These characteristics and the strength of the interface between the SMA and the SMP are the future subjects. The influence of the martenstic transformation of SMA on the behavior of the SMC in the cooling process is also the future subject.

## 6. Conclusions

The SMC belt composed of two kinds of the SMAs and the SMP was fabricated and the two-way deformation and the recovery force in bending were investigated. The results obtained can be summarized as follows:

(1) Two kinds of SMA tapes showing SME and the SE were heat-treated to memorize a round shape. The shape-memorized round tapes were arranged facing in the opposite directions and were sandwiched by one SMP sheet in the middle part and by two SMP sheets from upper and lower sides. The SMC belt was fabricated without bubble and gap by using the appropriate factors for the number of SMP sheets, the pressing force, the heating temperature and the holding time.

(2) The fabricated SMC belt bends in the direction of the shape-memorized round shape of the SME-SMA tape during heating and bends in the direction of the shape-memorized round shape of the SE-SMA tape during cooling. The two-way bending deformation with an angle of 56 degrees was observed.

(3) With respect to the recovery force, the SMC belt was heated and cooled by keeping the initial form in the three-point bending test. Based on the two-way characteristics of the SMC belt, the recovery force increases during heating and decreases during cooling. The simple model was applied to the analysis of the two-way characteristics and confirmed useful in the analysis of the SMC belt.

(4) The characteristics of the SMC depend on the phase transformation temperatures, the volume fractions and the arrangements of the SMA and SMP elements and the rates of heating and cooling. The development and application of the SMC with high function are highly expected.