Sheet forming failures divert resources from normal business activities and have significant bottom-line impact. This article focuses on the formation, causes, and limitations of four primary categories of sheet forming failures, namely necks, fractures/splits/cracks, wrinkles/loose metal, and springback/dimensional. It discusses the processes involved in analytical tools that aid in characterizing the state of a formed part. In addition, information on draw panel analysis and troubleshooting of sheet forming failures is also provided.

The primary purpose of this article is to describe general root causes of failure that are associated with wrought metals and metalworking. This includes a brief review of the discontinuities or imperfections that may be common sources of failure-inducing defects in the bulk working of wrought products. The article addresses the types of flaws or defects that can be introduced during the steel forging process itself, including defects originating in the ingot-casting process. Defects found in nonferrous forgings—titanium, aluminum, and copper and copper alloys—also are covered.

Distortion often is observed in the analysis of other types of failures, and consideration of the distortion can be an important part of the analysis. This article first considers that true distortion occurs when it was unexpected and in which the distortion is associated with a functional failure. Then, a more general consideration of distortion in failure analysis is introduced. Several common aspects of failure by distortion are discussed and suitable examples of distortion failures are presented for illustration. The article provides information on methods to compute load limits, errors in the specification of the material, and faulty process and their corrective measures to meet specifications. It discusses the general process of material failure analysis and special types of distortion and deformation failure.

Two clamps that support overhead power lines in an electrified rail system fractured within six months of being installed. The clamps are made of CuNiSi alloy, a type of precipitation-strengthening nickel-silicon bronze. To identify the root cause of failure, the rail operator led an investigation that included fractographic and microstructural analysis, hardness testing, inductively coupled plasma spectroscopy, and finite-element analysis. The fracture was shown to be brittle in nature and covered with oxide flakes, but no other flaws relevant to the failure were observed. The investigation results suggest that the root cause of failure was a forging lap that occurred during manufacturing. Precracks induced by the forging defect and the influence of preload stress (due to bolt torque) caused the premature failure.

A deformed steel tube was received for failure analysis after buckling during a heat-treat operation. The tube was subjected to various metallurgical tests as well as nondestructive testing to confirm the presence of residual stresses. The microstructure of the tube was found to be homogenous and had no banded structure. However, x-ray diffraction analysis confirmed the presence of up to 6% retained austenite which likely caused the tube to buckle during the 910 °C heat treating procedure.

A forged aluminum alloy 2014-T6 catapult-hook attachment fitting (anodized by the chromic acid process to protect it from corrosion) from a naval aircraft broke in service. Spectrographic analysis, visual examination, microscopic examination, and tensile analysis showed minute cracks on the inside surface of a bearing hole, and small areas of pitting corrosion were visible on the exterior surface of the fitting. The analysis also revealed a small number of rosettes, suggestive of eutectic melting, in an otherwise normal structure. These examinations and analyses support the conclusion that the presence of chromic acid stain on the fracture surface proved that the forging had cracked before anodizing. This suggest that the crack initiated during straightening, either after machining or after heat treatment. The structure and composition of the alloy appear to have been acceptable. Ductility was acceptable so rosettes found in the microstructure are believed to have been nondamaging. Had they contributed to the failure, the ductility would have been very low. The recommendations included inspection for cracks and revising the manufacturing process to include a fluorescent liquid-penetrant inspection before anodizing, because chromic acid destroys the penetrant. This inspection would reduce the possibility of cracked parts being used in service.

Countersunk riveted joints in aluminum sheet are widely employed in the aircraft industry. The preparation of the sheet for the riveting process consists either of countersinking where the sheet is sufficiently thick or of dimpling. Metallographic assessment of dimple defects is described in specimens made of clad aluminum sheet of alloy type AlZnMgCu1.5. Addressed are a dimple with partially missing stamped surface (bell-mouth), a cylindrical prominence because the dimpling force was too great and the stamping cylinder force too low, and a dimple with flashes at the top surfaces of the sheet as a result of play between the stamping cylinder and the anvil head (ringed dimple). Frequently, overlapping of several defects occurs, especially with steel or titanium sheet, with the result that it is difficult to identify the defects.

The purpose of this investigation was to determine the root cause of the differences noted in the fatigue test data of main rotor spindle assembly retaining rods fabricated from three different vendors, as part of a Second Source evaluation process. ARL performed dimensional verification, accessed overall workmanship, and measured the respective surface roughness of the rods in an effort to identify any discrepancies. Next, mechanical testing was performed, followed by optical and electron microscopy, and chemical analysis. Finally, ARL performed laboratory heat treatments at the required aging temperature and follow-up mechanical testing.

Two outboard main-wheel halves (aluminum alloy 2014-T6 forged) from a commercial aircraft were removed from service because of failure. One wheel half was in service for 54 days and had made 130 landings (about 1046 roll km, or 650 roll mi) when crack indications were discovered during eddy-current testing. The flange on the second wheel half failed after only 31 landings, when about 46 cm (18 in.) of the flange broke off as the aircraft was taxiing. Stains on the fracture surfaces were used to determine when cracking was initiated. The analysis (visual inspection, liquid penetrant inspection, and micrographs with deep etching in aqueous 20% sodium hydroxide) supported the conclusion that failure on both wheel halves was by fatigue caused by a forging defect resulting from abnormal transverse grain flow. The crack in the first wheel half occurred during service, and the surfaces became oxidized. Because the fracture surface of the second wheel half had chromic acid stains, it was obvious that the forging defect was open to the surface during anodizing. No recommendations were made except to notify the manufacturer.

The flange on an outboard main-wheel half (aluminum alloy 2014-T6 forging) on a commercial aircraft fractured during takeoff. The failure was discovered later during a routine enroute check. The flange section that broke away was recovered at the airfield from which the plane took off and was thus available for examination. Failure occurred after 37 landings (about 298 roll km, or 185 roll miles). Examination of the fracture surfaces revealed that a forging defect was present in the wall of the wheel half. The anodized coating showed distinct twin-parallel and end-grain patterns between which the fracture occurred. The periphery of the defect was the site of several small fatigue cracks that eventually progressed through the remaining wall. Rapid fatigue then progressed circumferentially. Metallographic examination using Keller's reagent showed that the microstructure was normal for aluminum alloy 2014-T6 and the hardness surpassed the minimum hardness required for aluminum alloy 2014-T6. An abrupt change in the direction of grain flow across the fracture plane indicated that the wall had buckled during forging. This evidence supported the conclusion that the wheel half failed in the flange by fatigue as the result of a rather large subsurface forging defect. No recommendations were made.

This report covers case histories of failures in fixed-wing light aeroplane and helicopter components. A crankshaft of AISI 4340 Ni-Cr-Mo alloy steel, heat treated and nitrided all over, failed in bending fatigue. The nitrided layer was ground too rapidly causing excessive heat generation which induced grinding cracks and grinding burn. Tensional stresses resulting from grinding developed in a thin surface layer. On another crankshaft, chromium plating introduced undesirable residual tensile stresses. Such plating is an unsatisfactory finish for crankshafts of aircraft engines. Aircraft engine manufacturers and aeronautical standards require magnetic particle inspection to detect grinding cracks after reconditioning. Renitriding after any grinding is needed also, regardless of the amount of undersize as it introduces beneficial residual compressive stresses.

Cracking in gas turbine blades was found to initiate from a mechanism of low-cycle fatigue (LCF). LCF is induced during thermal loading cycles in gas turbines. However, metallography of two cracked blades revealed a change in microstructure at as-cast surfaces for depths up to 0.41 mm (0.016 in.). Evaluation by SEM confirmed the difference in structure was associated with a lack of formation of coarse gamma prime structure in the matrix. Microhardness and miniature tensile test results indicated lower strength consistent with the absence of the coarse gamma prime constituent. The blade vendor found that the lot of hot isostatically pressed (HIP) blade castings had been exposed to an improper atmosphere during the HIP process, resulting in the weakened structure. Because subsequent failures were found in blades that did not come from the suspect HIP lot, the scope of the problem was considered generic, and the conclusion was that the primary failure mechanism was LCF. Material imperfections were a secondary deficiency that had the effect of causing the blades from the bad HIP lot to crack first.

An unusual type of defect was discovered during hydraulic testing of a water-tube boiler after repairs to the superheater tubes following erosion from soot-blowers. When the pressure reached 700 psi, slight leakage was found to be taking place from one of the superheater tubes in a region where there appeared to be a split, approximately 8 in. long. What was thought to be a split was actually a pronounced fold. Microscopic examination showed that a corrosion-fatigue fissure had developed from one of the inside corners of the fold, presumably as a result of the fluctuating bending stresses to which this portion of the tube would be subjected because of the discontinuity in the tube wall. It was from this fissure that the leakage occurred. It was evident that the defect developed during the manufacture of the tube, probably in the course of a drawing or rolling operation without an internal plug. The diam of this portion of the tube was reduced by local collapse and folding of the section rather than by longitudinal extension of the tube itself.

This paper describes the analysis of the failure of a Zr-2.5Nb pressure tube in a CANDU reactor. The failure sequence was established as: (1) the existence of an undetected manufacturing flaw in the form of a lamination, (2) in-service development of the flaw by oxidation of the lamination, (3) delayed hydride cracking, which extended the flaw through the wall of the tube, resulting in leakage, and (4) rupture of the tube by cold pressurization while the reactor was shut down. The comprehensive failure analysis led to a remedial action plan that permitted the reactor to be returned to full-power operation and ensured a low probability of a similar occurrence for all CANDU reactors.

A motorboat engine connecting rod forged from carbon steel fractured in two places and cracked at the small end during service. The analysis (visual inspection, 50x micrographs of sections etched with 2% nital, magnetic-particle inspection, and metallographic examination) supported the conclusion that the connecting rods were rendered susceptible to fatigue-crack initiation and propagation by the notch effect of coarse folds formed during the forging operation. One fracture was caused by fatigue resulting from operating stresses, and the other was a secondary tensile fracture. No recommendations were made.

A connecting rod from a motor boat was broken in two places at the small end. At position I there was a fatigue fracture brought about by operational stress, whereas the fibrous fracture surface II was a secondary tensile fracture. Furthermore the transition on the other side of the rod was cracked symmetrically to the fatigue fracture (position III). Magnetic inspection showed indications of cracking at the transition between the rod and small end in six other connecting rods from the same batch. Metallographic investigation showed the connecting rods were rendered susceptible to fatigue by the notch effect of coarse scale-filled folds formed during forging.

An explosion occurred in a portion of a horizontal, U-shaped expansion loop in a steam main approximately 10-in. diam which had been operating at 400 psi for six years. Steam conditions varied from 538 deg C (450 deg F) saturated to 343 deg C (650 deg F) superheated. Fracture occurred longitudinally through the upper wall over a length of approximately 68 in. The sample received for examination was ultrasonically tested, which indicated a band of internal defects extending 1 in. in from the edge. Subsequently, the portion of the pipe embodying the other side of the rupture was obtained for examination. Transverse sections through this and the mating portion already received, followed by magnetic crack detection, revealed the presence of defective zones. Subsequent ultrasonic examination of other sections of the steam main indicated suspect areas in a number of lengths of pipe. These defects were basically laminations of a similar form to those which resulted in the failure of the portion of pipe.

In TAKR 300 (Bob Hope) Class transport ships, the builder observed cracking of steel cloverleaf vehicle tie-down deck sockets following installation. Sockets were made from AH36 steel plate by flame cutting and cold coining, then submerged-arc welded to the shop deck. Cracks initiated from the tip of the cloverleaf pattern in >300 cases aboard several cargo vessels in various stages of construction. Consultants who analyzed the situation concluded that the problem may have been corrosion and hydrogen embrittlement. Three possible mechanisms of failure were considered: overload failure; fatigue fracture; and, environmentally-assisted cracking. Testing indicated overload failure was the cause. Remedial actions were taken to improve the fracture properties of the deck socket. A modified manufacturing process was developed involving milling and cutting instead of coining to round the comers of the flame-cut cloverleaf lobe. This new manufacturing process solved the problem.

A 2 ft. diam 20 ft. long cylinder with a wall thickness of 1 in. used for the transportation of a compressed gas failed by cracking. The cylinder was forged in a low ally steel. The working pressure was 3000 psi and it had been in service for about seven years. A longitudinal crack, about 2 in. long, developed at the approximate mid-length of the vessel, and allowed slow de-pressurization. Subsequent examination by radiography and ultrasonic means indicated the crack was associated with an irregularly shaped, laminar type of defect located within the wall of the vessel. It was concluded that failure of this vessel resulted from the development of a radial crack orientated in the axial direction. This appeared to have originated on the bore surface in a region where the laminar defect closely approached this surface. The defect was introduced during the manufacture of the vessel, probably originating as a secondary pipe in the ingot which was subsequently displaced and forced into the wall of the vessel during the piercing operation.

Suspension lugs fabricated from AISI 4340 steel used to facilitate loading of bombs onto the underside of military aircraft could not sustain required loads during routine proof load testing. Three failed lugs underwent visual examination, chemical analysis, metallography, hardness testing, scanning electron microscopy, and energy-dispersive x-ray spectroscopy. It was determined that the failures were due to forging defects. Both forging laps and seams acted as stress concentrators when the lugs were loaded during proof testing.