Thanks for the responses and the many useful links. The axial load tests were certainly interesting. Cast iron, a pipe material considered weak and brittle compared to ductile iron, took nearly twice as much compressive stress (without leakage) as ductile iron and showed no damage to the pipe material in the joint area. Meanwhile, in the same test, the ductile iron pipe spigot buckled and fractured. Also surprising to me is that the caulked joint telescoped more than .5” without leaking (!). It also mentions that tension testing was only done with joints that could resist tension. The fact that the caulked joint was not tested under tension suggests that the caulked joint cannot resist tension, or at least is not designed to resist tension. It would be nice if there were some sort of installation guide standard to reference. AWWA C108 is not available (not sure if it would have covered this anyway). Since ACIPCO is willing to provide information on their obsolete products, maybe I should ask them (?).
The cross sectional cut photo shown in the article on FE analysis of joint creep is also interesting. It seems to show that the lip on the spigot end was probably present to confine the oakum rope, and keeping it from migrating into the pipe when the it is being placed into the back of the joint. In my copy of Handbook of Water Control (F.E. Marimon, California Corrugated Culvert Company, 1944) it shows the same AWWA standard joint, as well as another variation that they call Super deLavaud centrifugally cast pipe. This version does not have the lip on the spigot end. Instead, the back .3-.5” of the bell-end socket necks down to create a more narrow gap. I would think that even without the lip, the pipe would still be unlikely to slip, due to the rough surface of the casting. Also, because of the v-shape of the bell-end groove, it would seem like any thrust force pulling on the pipe would just drive the lead seal even harder into the spigot surface.
According to ACIPCO, this joint was "obsolete" by the 1950’s, but I have a Mueller catalog from 1980 and they were still offering valves with caulk joints at that time. My company’s maintenance department was reportedly still making these types of joints in the 1970’s, and at least until a few years ago we still had some of the supplies and tools. I think our current operator may have discarded them, foolishly thinking he would not be needing them! (LOL) I know there are bell joint repair clamps available for leaks at these types of joints. I wonder if a leak could be repaired by just using an appropriate caulking iron to re-seat the lead seal? In the article linked by Bimr, I wonder exactly what the cause of failure was in these joints – corrosion? Excessive joint deflection from differential settlement? Here is study on this type of pipe in gas service:
They found that excessive leakage would occur after about .34 degrees of joint deflection.
My inquiry is not solely academic. For an upcoming project, I will be making a new connection to the end of a 8” C.I. service lateral installed sometime in the 30’s or 40’s. It presently has two 6” sprinkler valves on the end of it for watering the lawn. I’ll be removing the valves and connecting a new irrigation system, but need to verify that the lateral is truly restrained. Pouring a thrust block at the end of the lateral is not an option. I know from experience that the lateral will have either caulked joints or flanged joints (or both), but will not know for sure until we expose the entire length. If there are caulked joints that cannot be easily replaced, my preference is to leave them alone. If they are theoretically capable of safely restraining themselves (as they have been for decades) given working pressures, etc., I will leave the lateral as-is. If they are theoretically not capable of self-restraint, I will likely choose to cut out and replace portions of the lateral in order to install satisfactory inline thrust blocking, etc. I will consider purchasing the AWWA report as recommended by BigInch, in addition to seeking information from ACIPCO.