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.

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.

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.

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.

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.

Size M5 x 0.8 mm, class 8.8 metric screws were failing during application, reportedly at the normal installation torque. Investigation (visual inspection, metallographic analysis, and unetched 8.9x fractographs) supported the conclusion that the fasteners failed via ductile overload in the absence of gross defects or embrittlement. It was subsequently determined that a nonapproved lubricant had been used during installation. Tension preloads can be more than twice their normal level on lubricated fasteners because of reduced friction, and in this case, the preload was sufficient to fracture the screws. No recommendations were made.

Overhaul mechanics discovered a crack in an AISI 4340 Cr-Mo-Ni alloy steel pivot bolt when grinding off the chromium plating. The bolt had served for an estimated 10,000 h and was replated when last overhauled. On checking the bolt, several fine cracks were found on the surface. A 6500x micrograph revealed the intergranular nature of a crack. By trying different grinding procedures, investigators were able to reproduce this type of failure in the laboratory. It was concluded that grinding cracks initiated the failure. It should be noted that governing specifications prohibit grinding on high-strength steel; chromium should be stripped by electrochemical methods.

The propeller from a small private airplane came off in flight. The head ends of all six attachment bolts remained in the propeller hub when it was found. Two threaded shanks with nuts remained with the engine, while the remaining four shank ends with their nuts were missing. Parts available for examination, in addition to the hub and attachment bolts, were the two propeller blades and the engine crankshaft. The purpose of this examination was to determine the nature and probable cause of failure in the six attachment bolts. Indications of fatigue failure and wear were the major findings in visual and low power microscopic examination. Fracture surfaces indicated failure was initiated in the threads in four bolts and in the shanks in two. The group of four bolts failed primarily due to tensile loads, while the other two bolts failed primarily due to bending loads. It was concluded that failure was due to improper installation torqueing of the bolts.

Failure analysis was performed on threaded Ti-6Al-4V fasteners that had fractured in the threads during installation. Scanning electron microscopy (SEM) and optical metallography revealed that the fractures initiated in circumferential shear bands present at the thread roots. The fractures propagated by microvoid coalescence typical of that observed in notched tensile specimen fractures of the same material. For comparison, Ti-6Al-4V fasteners from various commercial sources were tested to failure in uniaxial tension and examined in the SEM. In all cases, the fracture appearances were similar to that exhibited by the fasteners that failed during installation. In addition, results of optical microscopy indicated that the geometry and extent of the shear bands appeared to depend on the fabrication process employed by the individual manufacturers. Causes of shear band formation are discussed along with potential methods to eliminate these microstructural in homogeneities.

Eight cylinderhead screws cracked after a short running time in motors. They were made of Fe-0.45C-1Cr steel, had rolled threads, were heat treated to 110 kg/sq mm tensile strength, and were electrolytically galvanized. All fractured at the root of the thread. The surfaces of fracture were fine-grained and had not spread by rubbing. Because the screws were electrolytically galvanized, failure resulted from “delayed fracture.” Experience has shown that this type of fracture is seen on production parts made of high-strength steels, which absorbed hydrogen during pickling or during a galvanic surface treatment. Such parts will rupture below the elastic limit during continuous stressing. This often occurs only after the expiration of a certain time period, and preferably at locations of stress concentrations such as changes in cross section or threads. As a rule, the hydrogen cannot be verified analytically because most of it escapes again after prolonged storage at room temperature or short heating at 100 to 200 deg C.

The electroplated tappet adjusting screws used in diesel engines failed during initial bend testing. The analysis of the failure showed that the fracture was nucleated from the subsurface of the screw. The fracture surface was intergranular at the ID and OD region and microvoid coalescence in the center. The improper baking after electroplating of the screw led to H2-induced blistering/cracking. The high strength of the threaded region of the adjusting screw increased the failure propensity.

Cracking was found in the heads on large Yankee dryers, large, cylindrical, rotating, pressurized, high-temperature, cast iron pressure vessels (ASME Boiler and Pressure Vessel Code Section VIII, Rules for Construction of Pressure Vessels), used to remove moisture from sheets of tissue paper during manufacturing. The typical components consist of a cast iron shell, two cast iron concave heads, and a large cast iron internal center stay attached to journals. The heads are attached to the shell and center stay with high-strength bolts. FEA and metallurgical investigation supported the conclusion that the cracking was caused by an unexpected type of load placed on the machine, namely corrosion product buildup at the head/shell interface causing the joint to displace open. It was also found that compressive bolting loads could slightly open the head/shell interface at the periphery. Recommendations included design changes in the head/shell joint, and detailed preventive maintenance inspection procedures were also suggested.

A water tube boiler with two headers and 15.5 atm working pressure became leaky in the lower part due to the formation of cracks in the rivet-hole edges. The boiler plate of 20 mm thickness was a rimming steel with 0.05% C, traces of Si, 0.38% Mn, 0.027% P, 0.035% S, and 0.08% Cu. The mean value of the yield point was 24 (24) kg/sq mm, the tensile strength 39 (38) kg/sq mm, the elongation at fracture, d10, 26 (24)%, the necking at fracture 71 (66)% and notch impact value 11.5 (9.4) kgm/sq cm (the values in brackets are for the transverse direction). The specimen from inside surface of the boiler was polished and etched with Fry-solution, which revealed parallel striations formed due to the cold bending of the plate. The zones of slip were concentrated around the rivet holes. The cracks were formed here. The structure examination proved that the cracks had taken an exactly intercrystalline path, which is characteristic for caustic corrosion cracks. It was recommended that the internal stresses be removed through annealing or alternatively lye-resistant steel should be used.

A locomotive type boiler was fitted with a copper firebox of orthodox construction. Flanged tube- and firehole-plates were attached to a wrapper plate by means of copper rivets. Shortly after it was put into service the fireside heads of a number of rivets broke off at different parts of the seams. By the time the investigation was begun a total of fifty heads had broken off. Repairs had been effected from time to time by fitting screwed rivets, none of which gave trouble in service. Microscopic examination confirmed the fracture path to be wholly intergranular. In the region of the fracture the grain boundaries were delineated as a near-continuous network of cavities and films of oxide. It was evident that the failure of the rivets in service was attributable to intergranular weakness in the material due to gassing.

A sand-cast steel eye connector used to link together two 54,430 kg capacity floating-bridge pontoons failed prematurely in service. The pontoons were coupled by upper and lower eye and clevis connectors that were pinned together. The eye connector was found to be cast from low-alloy steel conforming to ASTM A 148, grade 150-125. The crack was found to have originated along the lower surface initially penetrating a region of shrinkage porosity. It was observed that cracking then propagated in tension through sound metal and terminated in a shear lip at the top of the eye. The fracture of the eye connector was concluded to have occurred by tensile overload because of shrinkage porosity. Sound metal was ensured by radiographic examination of subsequent castings.

A portion of a 19 mm (0.75 in.) diam structural steel bolt was found on the floor of a manufacturing shop. This shop contained an overhead crane system that ran on rails supported by girders and columns. Inspection of the crane system revealed that the bolt had come from a joint in the supporting girders and could be considered one of the principal fasteners in the track system. Analysis (visual inspection, metallographic exam, and hardness testing) supported the conclusions that fatigue induced by the overhead movement of the crane produced failure of the bolt. The bolt was deficient in strength for the cyclic applied loads in this case and probably was not tightened sufficiently. Recommendations included removing the remaining bolts in the crane support assembly and replacing them with a higher-strength, more fatigue-resistant bolt, for example, SAE grade F, 104 to 108 HRB. The bolts should be tightened according to the specifications of the manufacturer, and the system should be periodically inspected for correct tightness.

Two bolts from the stressed structure of a church building that had broken during stressing were examined to establish the cause of fracture. The fracture of one of the first bolt occurred in a double-vee groove weld whose root was not completely welded. The second bolt had cracked outside of the weld seam closely under the head. Neither one had been particularly deformed before fracture. The composition of the head pieces corresponded approximately to manganese steel (Material No. 1 0845), a weldable construction steel with increased yield point and strength, while the shafts were made from Cr-Mo steel (Material No. 1.7225) according to DIN 17200. It was found that the bolts were not made from a suitable alloy steel, but were welded together from two unsuitable steels, one of which lacked sufficient strength. The austenitic weld seams showed hot tears and were not welded through to the root. Also, the pieces were not preheated before welding, so that stress cracks occurred in the transition zones. The second bolt was overstressed during the impact caused by the breaking of the first bolt.

The cover of a feed cock fitted to an economic boiler suddenly blew off and the plug lifted sufficiently to permit the escape of water. It was found that all four of the studs securing the cover had fractured. In each case fracture had occurred at the end of one of the screwed portions adjacent to the shank. The fractures were of a short nature, with no evidence of progressive cracking by fatigue, nor was there any sign of stretching prior to failure. The fractured faces and the shanks of the studs were of rusted appearance. Microscopic examination of the material showed it to be an austenitic nickel-chromium stainless steel, stabilized by titanium and of the free machining type. Multiple transgranular cracking characteristic of failure from stress-corrosion cracking, was present to an extensive degree. It was considered probable that there had been slight leakage of water from the valve over a period and evaporation resulted in a solution which favored failure from stress-corrosion cracking. If corrosion resistant studs were desired, those of bronze or Monel metal are to be preferred.