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.

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.

During the pre-test inspection following the stress calculation check on a 7-ton capacity Scotch derrick crane, it was noted that threads on the back stay anchorage bolts were of unusually fine pitch (11 tpi) and that the machined faces of the nuts showed irregular pits or depressions disposed in an annular manner. When sectioned, the nuts showed a surprising method of construction. The nuts for the bolts had been made by using conventional pipe couplings inserted into sleeves made from hexagonal bar and the coupling secured to the sleeve by welding at each outer face. The ends of the sleeve bore were chamfered to form a weld preparation. After welding, the faces were machined which resulted in the removal of most of the weld metal and revealed a pronounced lack of penetration. All bolts used to anchor derrick crane back stays should be designed in accordance with the recommendations of British Standard 327:1964 (Clauses 10 and 18).

A 140 ft. (42.7 m) long boom on a dragline crane used in coal strip-mining operations failed. One of the principal load-bearing longitudinal beams or chords of the trussed boom had fractured adjacent to a bolt hole at a location about halfway along the length of the boom. Over the lifetime of the crane, several repairs had been made to the boom. At least a year before the failure, a reinforcing gusset plate had been bolted and welded to this chord at this location. Stereomicroscopy revealed microcracks in the weld metal. A fatigue crack 45 mm (1.8 in.) long was observed to emanate from this microcrack. Scanning electron microscopy showed an overload crack extended across the remaining cross section of the chord. It was concluded that the presence of the bolt hole used to attach the gusset plate to the chord created a stress riser adjacent to the hole. Repeated high tensile stresses on the chord during the lifting of enormous loads initiated a fatigue crack in the weld region adjacent to the bolt hole.

SAE grade 5 U-bolts were used to fasten auxiliary dual wheels to the axles on a farm tractor. Under typical farm usage, the bolts are expected to have infinite life. However, several U-bolts made of 29 mm diam rod broke after less than 100 h of service. The bolt legs in which the failures occurred were all in the same position relative to the direction of wheel rotation. Visual examination showed the break was a fairly flat transverse fracture in the threaded section between the washer and the nut. The appearance of the fracture surfaces was characteristic of failure by low-cycle fatigue, with a smooth matte fatigue failure region showing beach marks and generally extending over about 40 to 60% of the fracture surface, which indicated severe overload. The point of initiation of fatigue was at the root of the last thread at the edge of the nut on the side toward this washer. The U-bolts fractured in fatigue because the bolt material had poor hardenability relative to the diam of the bolts. The bolt material was changed from 1045 steel to 1527 steel, a warm-finished low-alloy steel. The diameter of the bolts was reduced to 27.2 mm and the threads were rolled rather than cut.

An AISI 4340 Ni-Cr-Mo alloy steel draw-in bolt and the collet from a vertical-spindle milling machine broke during routine cutting of blind recesses after relatively long service life. Based on fracture surface features, it was suspected that the draw-in bolt was the first to fracture, followed by failure of the collet, which shattered one of its arms when it struck the work table. Scanning electron microscopy showed the presence of hairline crack indications along grain facets on the fracture surface of the bolt. This, coupled with stepwise cracking in the material, generally raised suspicion of hydrogen embrittlement. It appeared that fracture in service progressed transgranularly to produce delayed failure under dynamic loading. The pickling process used to remove heat scale was suspected to be the source of hydrogen on the surface of the bolt. The manufacturer was requested to change its cleaning practice from pickling to grit blasting.

The fractured end of a piston rod of a hydraulic press failed in line with the leading face of the piston retaining nut. Although the nut apparently had been seated uniformly, the face was polished, indicating that relative movement between it and the piston had taken place. Failure resulted from the culmination of two principal fatigue cracks which developed on approximately parallel planes from the roots of adjacent threads. A longitudinal section through the screw thread on the piston rod showed it had been carburized but not hardened, and that subsequent surface de-carburization to a depth of approximately 0.001 in. had occurred. It was concluded that insufficient tightening, as evidenced by the polish markings, was the main reason for failure, the portion of the rod therefore being subjected to a greater variation of cyclic stress during operation. The presence of the de-carburized layer lowered its resistance to the initiation of a fatigue crack to that of iron, considerably less than the resistance of the mild steel from which the rod was made and well below that shown by the carburized layer.

This article discusses the failure of cylinder clamping rods in single cylinder diesel engines. The AISI 4140 hardened and tempered steel clamping rods were failing after 200 to 250 h of operation. The fatigue failures initiated at the root of the last thread on the clamping rod that was engaged in a blind hole in the cylinder block. The failures were caused by loose tolerances on the threads that resulted in a non-uniform distribution of load. The load was concentrated on the last threads to engage, thus causing fatigue crack nucleation at the thread root and propagation until the rod broke by overload. Changing the tolerance on the threads virtually eliminated the fatigue problem.

A bolt manufacturer observed that products made from certain shipments of steel 41 Cr4 wire were prone to the formation of quench cracks in their rolled threads. The affected wire was tested and found to be highly sensitive to overheating because of the metallurgical method by which it was produced. A stronger decarburization of the case was a contributing factor that could not be prevented by working because the thread was rolled. Hardening tests conducted by the bolt manufacturer showed that quench cracks did not occur in specimens that were turned down before hardening and when notches were machined instead of beaten with a chisel.

Socket head cap screws used in a naval application were failing in service due to delayed fracture. The standard ASTM A 574 screws were zinc plated and dichromate coated. Investigation (visual inspection, 1187 SEM images, chemical analysis, and tension testing) of both the failed screws and two unused, exemplar fasteners from the same lot supported the conclusion that the cap screws appear to have failed due to hydrogen embrittlement, as revealed by delayed cracking and intergranular fracture morphology. Static brittle overload fracture occurred due to the tension preload, and prior hydrogen charging that occurred during manufacturing. The probable source of charging was the electroplating, although postplating baking was reportedly performed as well. Recommendations included examining the manufacturing process in detail.

A detailed investigative failure analysis was conducted on an autoclave which blew apart in a furnace for no apparent reason. Bolt failure resulted in separation of the autoclave lid and subsequent destruction of the furnace. Analysis using metallography, fractography, mechanical testing and exemplar tests were performed on the bolt material. Mechanical engineering analysis and leak-before-break criteria were extensively analyzed. Results led to only one possible conclusion: that an explosion occurred within the autoclave. Suggestions for autoclave design are presented as a result of the analysis.

A failed 25 x 32 mm (1 x 1 in.) cadmium-plated 1040 carbon steel countersunk head type nose gear door securing bolt with a common screwdriver slot was examined. Fracture originated at a thread root and propagated across the cross section. The topography of the fracture was excessively rough and more granular than would be expected from pure mechanical fatigue. This indicated an allied corrosion mechanism. Cracks other than the one leading to failure were observed. Metallographic examination of the bolt cross section showed many cracks typical of stress-corrosion damage. It was concluded that the bolt failed by a combination of SCC and fatigue. It was recommended that aerospace-quality fasteners meeting NAS 7104, NAS 7204, or NAS 7504 be used to replace the currently used fasteners.

During a routine inspection on an aircraft assembly line, an airframe attachment bolt was found to be broken. The bolt was one of 12 that attach the lower outboard longeron to the wing carry-through structure. Failure occurred on the right-hand forward bolt in this longeron splice attachment. The bolt was fabricated from PH13-8Mo stainless steel heat treated to have an ultimate tensile strength of 1517 to 1655 MPa (220 to 240 ksi). A water-soluble coolant was used in drilling the bolt hole where this fastener was inserted. Investigation (visual inspection, 265 SEM images, hardness testing, auger emission spectroscopy and secondary imaging spectroscopy, tensile testing, and chemical analysis) supported the conclusion that failure of the attachment bolt was caused by stress corrosion. The source of the corrosive media was the water-soluble coolant used in boring the bolt holes. Recommendations included inspecting for corrosion all the bolts that were installed using the water-soluble coolant at the spliced joint areas, rinsing all machined bolt holes with a noncorrosive agent, and installing new PH13-8Mo stainless steel bolts with a polysulfide wet sealant.

A T-bolt was part of the coupling for a bleed air duct of a jet engine on a transport plane. Specifications required that the 4.8 mm diam component be made of AISI type 431 stainless steel and heat treated to 44 HRC. The operating temperature of the duct is 425 to 540 deg C (800 to 1000 deg F), but that of the bolt is lower. The T-bolt broke after three years of service. The expected service life was equal to that of the aircraft. It was found that the bolt broke as a result of SCC. Thermal stresses were induced into the bolt by intermittent operation of the jet engine. Mechanical stresses were induced by tightening of the clamp around the duct, which in effect acted to straighten the bolt. The action of these stresses on the carbides that precipitated in the grain boundaries resulted in fracture of the bolt. Due to the operating temperatures of the duct near the bolt, the material was changed to A-286, which is less susceptible to carbide precipitation. The bolt is strengthened by shot peening and rolling the threads after heat treatment. Avoiding temperatures in the sensitizing range is desirable, but difficult to ensure because of the application.

Two clevis-head self-retaining bolts used in the throttle-control linkage of a naval aircraft failed on the aircraft assembly line. Specifications required the bolts to be heat treated to a hardness of 39 to 45 HRC, followed by cleaning, cadmium electroplating, and baking to minimize hydrogen embrittlement. The bolts broke at the junction of the head and shank. The nuts were, theoretically, installed fingertight. The failure was attributed to hydrogen embrittlement that had not been satisfactorily alleviated by subsequent baking. The presence of burrs on the threads prevented assembly to finger-tightness, and the consequent wrench torquing caused the actual fractures. The very small radius of the fillet between the bolt head and the shank undoubtedly accentuated the embrittling effect of the hydrogen. To prevent reoccurrence, the cleaning and cadmium-plating procedures were stipulated to be low-hydrogen in nature, and an adequate post plating baking treatment at 205 deg C (400 deg F), in conformity with ASTM B 242, was specified. A minimum radius for the head-to-shank fillet was specified at 0.25 mm (0.010 in.). All threads were required to be free of burrs. A 10-day sustained-load test was specified for a sample quantity of bolts from each lot.

During a routine inspection on an aircraft assembly line, an airframe attachment bolt was found to be broken. The bolt was one of 12 that attach the lower outboard longeron to the wing carry-through structure. Failure occurred on the right-hand forward bolt in this longeron splice attachment. The bolt was fabricated from PH13-8Mo stainless steel heat treated to have an ultimate tensile strength of 1517 to 1655 MPa (220 to 240 ksi). A water-soluble coolant was used in drilling the bolt hole where this fastener was inserted. Investigation (visual inspection, 265 SEM images, hardness testing, auger emission spectroscopy and secondary imaging spectroscopy, tensile testing, and chemical analysis) supported the conclusion that failure of the attachment bolt was caused by stress corrosion. The source of the corrosive media was the water-soluble coolant used in boring the bolt holes. Recommendations included inspecting for corrosion all the bolts that were installed using the water-soluble coolant at the spliced joint areas, rinsing all machined bolt holes with a noncorrosive agent, and installing new PH13-8Mo stainless steel bolts with a polysulfide wet sealant.

In a helicopter engine connecting rod, high-cycle, low-stress fatigue fractures in bolts and arms progressed about 75% across the section before the final rupture. Factors involved were insufficient specified preload, inadequate tightening during assembly, and engine overspeed. The assigned main causes were design deficiency, improper maintenance during overhaul, and abnormal service operation. The problem can be solved by proper overhauling that ensures bolted assemblies are tightened evenly and accurately, in accordance with recommended torque values. Also, the manufacturer made various modifications, such as a thicker rod, fatigue resistant bolts, and more accurate preload measurements. The configuration of these rods were changed to a tongue-and-groove design to increase service life.

Brittle intergranular fracture, typical of a hydrogen-induced delayed failure, caused the failure of an AISI 4340 Cr-Mo-Ni landing gear beam. Corrosion resulting from protective coating damage released nascent hydrogen, which diffused into the steel under the influence of sustained tensile stresses. A second factor was a cluster of non-metallic inclusions which had ‘tributary’ cracks starting from them. Also, eyebolts broke when used to lift a light aircraft (about 7000 lb.). The bolt failure was a brittle intergranular fracture, very likely due to a hydrogen-induced delayed failure mechanism. As for the factors involved, cadmium plating, acid pickling, and steelmaking processes introduce hydrogen on part surfaces. As a second contributing factor, both bolts were 10 Rc points higher in hardness than specified (25 Rc), lessening ductility and notch toughness. A third factor was inadequate procedure, which resulted in bending moments being applied to the bolt threads.