This article presents the mechanisms of polymer wear and quantifies wear in terms of wear rate (rate of removal of the material). Interfacial and bulk wear are discussed as well as a discussion on the wear study of "elastomers," "thermosets," "glassy thermoplastics," and "semicrystalline thermoplastics." The article also discusses the effects of environment and lubricant on the wear failures of polymers. It presents a case study on considering nylon as a tribological material and failure examples, explaining wear resistance of polyurethane elastomeric coatings and failure of an acetal gear wheel.

This article first provides an overview of the types of mechanical fasteners. This is followed by sections providing information on fastener quality and counterfeit fasteners, as well as fastener loads. Then, the article discusses common causes of fastener failures, namely environmental effects, manufacturing discrepancies, improper use, or incorrect installation. Next, it describes fastener failure origins and fretting. Types of corrosion in threaded fasteners and their preventive measures are then covered. The performance of fasteners at elevated temperatures is addressed. Further, the article discusses the types of rivet, blind fastener, and pin fastener failures. Finally, it provides information on the mechanism of fastener failures in composites.

Mechanical springs are used in mechanical components to exert force, provide flexibility, and absorb or store energy. This article provides an overview of the operating conditions of mechanical springs. Common failure mechanisms and processes involved in the examination of spring failures are also discussed. In addition, the article discusses common causes of failures and presents examples of specific spring failures, describes fatigue failures that resulted from these types of material defects, and demonstrates how improper fabrication can result in premature fatigue failure. It also covers failures of shape memory alloy springs and failures caused by corrosion and operating conditions.

A mechanical part, which supports the moving part, is termed a mechanical bearing and can be classified into rolling (ball or roller) bearings and sliding bearings. This article discusses the failures of sliding bearings. It first describes the geometry of sliding bearings, next provides an overview of bearing materials, and then presents the various lubrication mechanisms: hydrostatic, hydrodynamic, boundary lubrication, elastohydrodynamic, and squeeze-film lubrication. The article describes the effect of debris and contaminant particles in bearings. The steps involved in failure analysis of sliding bearings are also covered. Finally, the article discusses wear-damage mechanisms from the standpoint of bearing design.

This article is dedicated to the fields of mechanical engineering and machine design. It also intends to give a nonexhaustive view of the preventive side of the failure analysis of rolling-element bearings (REBs) and of some of the developments in terms of materials and surface engineering. The article presents the nomenclature, numbering systems, and worldwide market of REBs as well as provides description of REBs as high-tech machine components. It discusses heat treatments, performance, and properties of bearing materials. The processes involved in the examination of failed bearings are also explained. Finally, the article discusses in detail the characteristics and prevention of the various types of failures of REBs: wear, fretting, corrosion, plastic flow, rolling-contact fatigue, and damage. The article includes an Appendix, which lists REB-related abbreviations, association websites, and ISO standards.

This article first reviews variations within the most common types of gears, namely spur, helical, worm, and straight and spiral bevel. It then provides information on gear tooth contact and gear metallurgy. This is followed by sections describing the important points of gear lubrication, the measurement of the backlash, and the necessary factors for starting the failure analysis. Next, the article explains various gear failure causes, including wear, scuffing, Hertzian fatigue, cracking, fracture, and bending fatigue, and finally presents examples of gear and reducer failure analysis.

Friction and wear are important when considering the operation and efficiency of components and mechanical systems. Among the different types and mechanisms of wear, adhesive wear is very serious. Adhesion results in a high coefficient of friction as well as in serious damage to the contacting surfaces. In extreme cases, it may lead to complete prevention of sliding; as such, adhesive wear represents one of the fundamental causes of failure for most metal sliding contacts, accounting for approximately 70% of typical component failures. This article discusses the mechanism and failure modes of adhesive wear including scoring, scuffing, seizure, and galling, and describes the processes involved in classic laboratory-type and standardized tests for the evaluation of adhesive wear. It includes information on standardized galling tests, twist compression, slider-on-flat-surface, load-scanning, and scratch tests. After a discussion on gear scuffing, information on the material-dependent adhesive wear and factors preventing adhesive wear is provided.

Several cases of embrittlement failure are analyzed, including liquid-metal embrittlement (LME) of an aluminum alloy pipe in a natural gas plant, solid metal-induced embrittlement (SMIE) of a brass valve in an aircraft engine oil cooler, LME of a cadmium-plated steel screw from a crashed helicopter, and LME of a steel gear by a copper alloy from an overheated bearing. The case histories illustrate how LME and SMIE failures can be diagnosed and distinguished from other failure modes, and shed light on the underlying causes of failure and how they might be prevented. The application of LME as a failure analysis tool is also discussed.

Nineteen out of 26 bolts in a multistage water pump corroded and cracked after a short time in a severe working environment containing saline water, CO 2 , and H 2 S. The failed bolts and intact nuts were to be made from a special type of stainless steel as per ASTM A 193 B8S and A 194. However, the investigation (which included visual, macroscopic, metallographic, SEM, and chemical analysis) showed that austenitic stainless steel and a nickel-base alloy were used instead. The unspecified materials are more prone to corrosion, particularly galvanic corrosion, which proved to be the primary failure mechanism in the areas of the bolts directly exposed to the working environment. Corrosion damage on surfaces facing away from the work environment was caused primarily by chloride stress-corrosion cracking, aided by loose fitting threads. Thread gaps constitute a crevice where an aggressive chemistry is allowed to develop and attack local surfaces.

A heat transport pump in a heavy water reactor failed (exhibiting excessive vibration) during a restart following a brief interruption in coolant flow due to a faulty valve. The pump had developed a large crack across the entire length of a bearing journal. An investigation to establish the root cause of the failure included chemical and metallurgical analysis, scanning electron fractography, mechanical property testing, finite element analysis of the shrink fitted journal, and a design review of the assembly fits. The journal failure was attributed to corrosion fatigue. Corrective actions to make the journals less susceptible to future failures were implemented and the process by which they were developed is described.

An 18-MW gas turbine exploded unexpectedly after three hours of normal operation. The catastrophic failure caused extensive damage to the rotor, casing, and nearly all turbo-compressor components. Based on their initial review, investigators believed that the failure originated at the interface between two shaft sections held together by 24 marriage bolts. Visual and SEM examination of several bolts revealed extensive deterioration of the coating layer and the presence of deep corrosion pits. It was also learned that the bolts were nearing the end of their operating life, suggesting that the effects of fatigue-assisted corrosion had advanced to the point where one of the bolts fractured and broke free. The inertial unbalance produced excessive vibration, subjecting the remaining bolts to overload failure.

An air blower in an electric power plant failed unexpectedly when a roller bearing in the drive motor fractured along its outer ring. Both rings, as well as the 18 rolling elements, were made from GCr15 bearing steel. The bearing also included a machined brass (MA/C3) cage and was packed with molybdenum disulfide (MoS 2 ) lithium grease. Metallurgical structures and chemical compositions of the bearing’s matrix materials were inspected using a microscope and photoelectric direct reading spectrometer. SEM/EDS was used to examine the local morphology and composition of fracture and contact surfaces. Chemical and thermal properties of the bearing grease were also examined. The investigation revealed that the failure was caused by wear due to dry friction and impact, both of which worsened as a result of high-temperature degradation of the bearing grease. Fatigue cracks initiated in the corners of the outer ring and grew large enough for a fracture to occur.

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.

An aero engine failed due to the misalignment of the ball bearing fitted on the main shaft of the engine. The aero engine incorporates two independent compressors: a six-stage axial flow LP compressor and a nine-stage axial flow HP compressor. The bearing under consideration is a HP location bearing and is fitted at the rear of the nine-stage compressor. It was supposed to operate for at least 5000 h, but failed catastrophically after 1300 h, rendering the engine unserviceable. Unusually high stresses caused by misalignment and uneven axial loading resulted in the generation of fatigue crack(s) in the inner race. When the crack reached the critical size, the collar of the race fractured, causing subsequent damage. The cage also failed due to excessive stresses in the axial direction, and its material was smeared on the steel balls and the outer race.

An aluminum bronze bushing that serves as a guide in a crimping machine began to fail after 50,000 cycles or approximately two weeks of operation. Until then, typical run times had been on the order of months. Although the bushings are replaceable and relatively inexpensive, the cost of downtime adds up quickly while operators troubleshoot and swap out worn components. Initially, the quality of the bushings came into question, but after a detailed analysis of the entire crimping mechanism, several other issues emerged that were not previously considered. As a result, the investigation provides information on not only better materials, but also design changes intended to reduce wear and increase service life.

An air system on a marine platform unexpectedly shut down due to the failure of a union nut, which led to an investigation to quantify the material limitations of bronze alloys in corrosive marine environments. The study focused on two alloys: Al-Si bronze, as used in the failed component, and Ni-Al bronze, which has a history of success in naval applications. Material samples were examined using chemical analysis, SEM imaging, and corrosion testing. Investigators also analyzed precracked tension specimens, exposing them to different conditions to quantify stress intensity thresholds for environmentally assisted cracking. Al-Si bronze was found to be susceptible to subcritical intergranular cracking in air and seawater, whereas Ni-Al bronze was unaffected. Both materials, however, are susceptible to cracking in the presence of ammonia, although the subcritical crack growth rate is two to three times higher in Ni-Al bronze. Based on the results of this work, the likelihood of subcritical cracking under various conditions can be reasonably estimated, which, in the case at hand, proved to be quite high.

A ball bearing in a military jet engine sustained heavy damage and was analyzed to determine the cause. Almost all of the balls and a portion of the outer race were found to be flaking, but there were no signs of damage on the inner race and cage. Tests (chemistry, hardness, and microstructure) indicated that the bearing materials met the specification requirements. However, closer inspection revealed areas of discoloration, or nonuniform contact marks, on the ID surface of the inner ring. The unusual wear pattern suggested that the bearing was not properly mounted, thus subjecting it to uneven or eccentric loading. This explains the preferential nature of the flaking on the outer race and points to an assembly error as the root cause of failure.

A tri-lobe cylindrical roller bearing was submitted for investigation to determine the cause of uniformly spaced axial fluting damages on its rollers and outer raceway surfaces. The rollers and raceways were made from premium-melted M50 and M50NiL, aircraft quality steels often used in bearings to minimize the effects of orbital slippage and rolling-contact fatigue. The damaged areas were examined under a scanning electron microscope, which revealed a high density of microcraters, characteristic of local melting and material removal associated with bearing currents. Investigators also examined the effect of electrical discharge on crater dimensions and density and the role that thermoelectric voltage potentials may have played.