This article reviews the mechanical behavior and fracture characteristics that discriminate structural polymers from metals, including plastic deformation. It provides overviews of crack propagation and fractography. The article presents the distinction between ductile and brittle fracture modes. Several case studies of field failure in various polymers are also presented to illustrate the applicability of available analytical tools in conjunction with an understanding of failure mechanisms.

The discussion on the fracture of solid materials, both metals and polymers, customarily begins with a presentation of the stress-strain behavior and of how various conditions such as temperature and strain-rate affect the mechanisms of deformation and fracture. This article describes crazing and fracture in polymeric materials, with a review of the behavior of the elastic modulus as a function of temperature or time parameters, emphasizing the importance of the viscoelastic nature of their deformation and fracture. The discussion covers the behavior of polymers under stress, provides information on ductile and brittle behaviors, and describes craze initiation in polymers and crack formation and fracture by crazing. Macroscopic permanent deformation of polymeric materials caused by shear-yielding and crazing, which eventually can result in fracture and failure, is also covered.

In addition to failures in shafts, this article discusses failures in connecting rods, which translate rotary motion to linear motion (and conversely), and in piston rods, which translate the action of fluid power to linear motion. It begins by discussing the origins of fracture. Next, the article describes the background information about the shaft used for examination. Then, it focuses on various failures in shafts, namely bending fatigue, torsional fatigue, axial fatigue, contact fatigue, wear, brittle fracture, and ductile fracture. Further, the article discusses the effects of distortion and corrosion on shafts. Finally, it discusses the types of stress raisers and the influence of changes in shaft diameter.

This article focuses on characterizing the fracture-surface appearance at the microscale and contains some discussion on both crack nucleation and propagation mechanisms that cause the fracture appearance. It begins with a discussion on microscale models and mechanisms for deformation and fracture. Next, the mechanisms of void nucleation and void coalescence are briefly described. Macroscale and microscale appearances of ductile and brittle fracture are then discussed for various specimen geometries (smooth cylindrical and prismatic) and loading conditions (e.g., tension compression, bending, torsion). Finally, the factors influencing the appearance of a fracture surface and various imperfections or stress raisers are described, followed by a root-cause failure analysis case history to illustrate some of these fractography concepts.

This article aims to identify and illustrate the types of overload failures, which are categorized as failures due to insufficient material strength and underdesign, failures due to stress concentration and material defects, and failures due to material alteration. It describes the general aspects of fracture modes and mechanisms. The article briefly reviews some mechanistic aspects of ductile and brittle crack propagation, including discussion on mixed-mode cracking. Factors associated with overload failures are discussed, and, where appropriate, preventive steps for reducing the likelihood of overload fractures are included. The article focuses primarily on the contribution of embrittlement to overload failure. The embrittling phenomena are described and differentiated by their causes, effects, and remedial methods, so that failure characteristics can be directly compared during practical failure investigation. The article describes the effects of mechanical loading on a part in service and provides information on laboratory fracture examination.

A wire hoisting rope on a drilling rig failed during a lift, after a few cycles of operation, causing extensive damage to support structures. The failure investigation that followed included mechanical property testing and chemical, metallurgical, and finite element analysis. The rope was made from multiple strands of 1095 steel wire. Its chemical composition, ferrite-pearlite structure, and high hardness indicate that the wire is a type of extra improved plow steel (EEIPS grade). The morphologies of the fracture surfaces suggest that the wires were subjected to tensile overloading. This was confirmed by finite element analysis, which also revealed compressive contact stresses between the wires and between the rope and sheave surface. Based on the results, it was concluded that a tensile overload, due to the combined effect of a sudden load and undersized sheave, is what ultimately caused the rope to fail.

Wind turbine blades are secured by a number of high-strength bolts. The failure of one such bolt, which caused a turbine blade to detach, was investigated to determine why it fractured. Based on the results of a detailed analysis, consisting of stress calculations, chemical composition testing, metallurgical examination, mechanical property testing, and fractographic analysis, it was determined that the bolt failed by fatigue accelerated by stress concentration at low temperatures. The investigation also provided suggestions for avoiding similar failures.

The case study presented in this article details the failure investigation of an M50 alloy steel bearing used in a jet engine gearbox drive assembly. It discusses the investigative steps and analytic tools used to determine the root cause, highlighting the importance of continuous, thorough questioning by the investigating activity. The combined analyses demonstrated that the bearing failed by a single event overload as evidenced by bulk deformation and traces of foreign material on the rolling elements. The anomalous transferred metal found on the rolling elements subsequently led to the discovery of overlooked debris in an engine chip detector, and thus resulted in a review of several maintenance practices.

A number of failures involving carbon and alloy steels were analyzed to assess the effects of inclusions and their influence on mechanical properties. Inclusions, including brittle oxides and more ductile manganese sulfides (MnS), affect fatigue endurance limit, fatigue crack propagation rates, fracture toughness, notch toughness, and transverse tensile properties, and do so in an anisotropic manner with respect to rolling direction. Significant property anisotropy has been documented in the failures investigated, providing evidence that designers failed to account for it. Typical fracture morphologies observed in such cases and metallographic appearances of MnS-containing materials are illustrated.

The head on a golf club driver developed multiple cracks during normal use. The head was a hollow shell construction made from a titanium alloy. Analysis and additional investigation revealed a progressive failure that initiated on the interior surface of the face plate along a deep, concentric groove created during a press forming operation. It was also determined that atmospheric contamination occurred during the welding of the head, causing embrittlement, which may have also contributed to the failure. Recommendations were made addressing the problems that were observed.

A 13/16-in. hex socket failed while in use. Analysis (hardness testing, optical and scanning electron microscopy, and EDS) revealed that the socket was made of low carbon steel formed in a powder metallurgy process. A number of flaws were found including nonuniform wall thickness, poor geometric design with sharp corners as stress raisers, and incomplete sintering evidenced by unsintered particles. These were determined to be the primary cause of failure, although inclusions on the fracture surface containing S and Al may have played a role as well.

A pipe in the lateral wall of a boiler powering an aircraft carrier flat-top boat failed during a test at sea. The pipe was made from ASTM 192 steel, an adequate material for the application. Microstructural analysis along with equipment operating records provided valuable insight into what caused the pipe to rupture. Although the pipe had been replaced just 50 h before the accident, the analysis revealed incrustations and corrosion pits on the inner walls and oxidation on the outer walls. Microstructural changes were also observed, indicating that the steel was exposed to high temperatures. The combined effect of pitting, incrustations, and phase transformations caused the pipe to rupture.

An electric transport vehicle, similar to an electric trolley or subway rail car, experienced frequent breakdowns due to in-service fractures of torsion springs that support the weight of an overhead electric pickup assembly. Scanning electron microscopy and metallographic examinations determined that the fractures stemmed from electric arc damage. Intergranular quench cracks in the transformed untempered martensite on the surface of the spring provided crack initiations that propagated during operation causing fatigue fracture.

Superelastic nitinol wires that fractured under various conditions were examined under a scanning electron microscope in order to characterize the fracture surfaces, produce reference data, and compare the findings with prior published work. The study revealed that nitinol fracture modes and morphologies are generally consistent with those of ductile metals, such as austenitic stainless steel, with one exception: Nitinol exhibits a unique damage mechanism under high bending strain, where damage occurs at the compression side of tight bends or kinks while the tensile side is unaffected. The damage begins as slip line formation due to plastic deformation, which progresses to cracking at high strain levels. The cracks appear to initiate from slip lines and extend in shear (mode II) manner.

A cylindrical spiral gear, part of a locomotive axle assembly, cracked ten days after it had been press-fit onto a shaft, after which it sat in place as other repairs were made. Workers at the locomotive shop reported hearing a sound, and upon inspecting the gear, found a crack extending radially from the bore to the surface of one of the tooth flanks. The crack runs the entire width of the bore, passing through an oil hole in the hub, across the spoke plate and out to the tip of one of the teeth. Design requirements call for the gear teeth to be carburized, while the remaining surfaces, protected by an anti-carburizing coating, stay unchanged. Based on extensive testing, including metallographic examination, microstructural analysis, microhardness testing, and spectroscopy, the oil hole was not protected as required, evidenced by the presence of a case layer. This oversight combined with the observation of intergranular fracture surfaces and the presence of secondary microcracks in the case layer point to hydrogen embrittlement as the primary cause of failure. It is likely that hydrogen absorption occurred during the gas carburizing process.

A hoist lift hose on a loader failed catastrophically. The hoses were a 100R13 type (as classified in AS3791-1991) with 50.8 mm nominal internal diameter. They consisted of six alternating spirals of heavy wire around a synthetic rubber inner tube with a synthetic rubber outer sheath. Failure of the lift hose was approximately 50 to 100 mm away from the "upper" end of the hose, with the straight coupling that attaches to the hydraulic system. The return hose was in much better condition, with no apparent deformation and only small areas of mechanical damage to the outer sheath. There were two modes of failure of the wire: tensile and corrosion related. The predominant corrosion mechanism appeared to be crevice corrosion related, with the corrosion being driven by the retention of water by the cover material around the wire strands. In this case study (and in most wire-reinforced hydraulic hoses), the wire reinforcing strands were a medium-carbon steel in the cold drawn condition. Radiographic nondestructive testing (NDT) was recommended to determine when a hydraulic hose should be replaced.

Milling machine arbors were inserted with satellite spindles having a maximum speed of 1500 rpm, and broke out between the groove and the flange. The appearance of the fracture surface was the same on both arbors. The pronounced scan lines characterized the fractures as fatigue fractures. The appearance of the fracture in the arbors indicated ductile fatigue fracture which had its origin in the radii between groove and flange. These radii of 0.15 and 0.2 mm were too small for the load on the milling machine. In addition there were grooves at the base of the radii which had an unfavorable effect on the life of the component by acting as notches with their resulting stress concentration. Considering the great hardness of the case, the small radii would have been critical even without grooves. Measures were taken so that the critical radius of the milling machine was increased and the surface roughness measured more precisely.

During the internal fixation, the type 316LR stainless steel cortical bone screw failed. Extensive spiral deformation was revealed by the fracture surface. Dimple structure characteristic of a ductile failure mode was observed with dimples oriented uniformly in the deformation direction. A zone of heavily deformed grains at the fracture edge was revealed by longitudinal metallographic examination. The shearing fractures of a commercially pure titanium screw and a cast cobalt-chromium-molybdenum alloy were discussed for purpose of comparison.

On 9 March 2000, a gasoline pipeline failed near Greenville, TX releasing approximately 12,000 barrels of fuel. After the on-scene portion of the investigation was completed, an 8.5 ft. (2.6 m) section of the 28 in. (71 cm) diam pipe was sent to the materials laboratory for examination. Examination included optical and scanning electron microscopy of the fracture surfaces and metallographic examination of cross sections through the fracture surface. From the outer to inner edge of the fracture surface, three different areas were observed. Fracture features in area 1 were obliterated by corrosion. The fracture features in region 2 were relatively smooth, and striations were observed, typical of fatigue. In region 3, dimple features were observed, typical of ductile overstress. Also, corrosion pits were observed on the outer surface of the pipe section in locations where the protective black tar-like coating was cracked.

A steel valve spring meeting Steel-Iron-Test 1570 fractured during the high-stress condition of the operation of its valve. Metallographic examination of a transverse section adjacent to the fracture and a longitudinal section through the crack showed the steel was free of major defects and was of high purity, although a number of minor surface defects such as rolling laps were found. The spring was heat treated and its surface strengthened by shot-peening, but the surface was also decarburized to a depth of approximately 0.03 mm which resulted in a lowering of the surface hardness. The fracture of this valve spring is therefore primarily due to surface defects, and secondly perhaps also to weak surface decarburization. No recommendation resulted from the investigation except to note that comparatively minor effects suffice to cause fractures in highly stressed springs.