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.

A drive-line assembly failed during vehicle testing. The vehicle had traveled 9022 km (5606 mi) before the failure occurred. Both the intact and fractured parts of the assembly were analyzed to determine the cause and sequence of failure. Visual examination of the assembly showed three of four bearing caps, two cap screws, and one universal-joint spider had fractured. Examination of the three fractured bearing caps and the spider showed no evidence of fatigue but showed that fracture occurred in a brittle manner. The bearing cap that was not destroyed still contained portions of the two fractured cap screws. It was found that the two cap screws failed in fatigue under service stresses. The three bearing caps and the universal-joint spider broke in a brittle manner. The properties of the material in the cap screws did not fulfill the specifications. The modified 1035 steel was of insufficient alloy content. Also, the tensile strength and endurance limit were lower than specified and were inadequate for the application. The material for the cap screw was changed from modified 1035 steel to 5140 steel.

Six galvanized high-tensile steel bolts were used to hold the wheels of a four-wheel drive vehicle. The right hand rear wheel of this vehicle detached causing the vehicle to roll and resulting in considerable damage to the body. The wheel was detached by shearing of four of the bolts and stripping the nuts from the other two bolts, which remained unbroken. SEM fractography of the fracture surfaces of the four broken bolts indicated that the failure was due to reversed bending fatigue. Optical microscopy indicated that the bolts were heat treated to a tempered martensite structure and that the nuts were manufactured from low carbon steel. The paper discusses the influence of the microstructure on the failure process the events surrounding the nature of incident and the analysis of in-service failure of the failed components utilizing conventional metallurgical techniques.

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.

Fretting and/or fretting corrosion fatigue have been observed on such parts as main rotor counterweight tie rods, fixed-pitch propeller blades, propeller blade clamps, pressure regulator lines, and landing gear support brackets. Microcracks started from severe corrosion pits in a failed control rotor spar tube assembly made of cadmium-plated AISI 4130 Cr-Mo alloy steel. Inadequate design was responsible for the failure. A lower tine of the main rotor blade cuff failed in fatigue. The rotor blade cuff was forged of 2014-T6 aluminum alloy. Initial stages of crack growth displayed features typical of low stress intensity fatigue of aluminum alloys. The fatigue resulted from abnormal fretting owing to inadequate torquing of the main retention bolts. Aircraft maintenance engineers and owners were advised to adhere to specifications when torquing this joint.

Two blade-detachment failures in large (600 kW) wind turbine generators were investigated. In the first case, bolt failures were established as the initial failure event. A fatigue crack reached a critical length, fast fracture developed and was then arrested as the bolt unloaded. Crack growth resumed when loading increased with cracking or fracture of adjacent bolts. The problem was identified as one of insufficient preload on the bolts. In the second failure on a different unit, a retaining nut on a blade assembly split, allowing a roller bearing to slide off a shaft and a blade to separate at its attachment hub. The failure was observed to be by fatigue. It was determined that pieces of the outer retaining rib (or flange) on the bearing inner cage had fractured by fatigue and were trapped between the nut and the bearing, producing excessive cyclic loading on the nut by a wedging action as the blade pitch adjusted during a revolution. Fatigue of the rim occurred as a result of inadequate lubrication in the bearing, which led to load transfer across the rollers, onto the rim.

When a steam turbine was put out of service, cracks were noticed on many of the blades in the low pressure section round the stabilization bolts and perpendicular to the blade axis. The blades were made from chrome alloy steel X20-Cr13 (Material No. 1.402). When the bolts were brazed into the blades inadmissible localized overheating of the steel must have occurred, which resulted in transformation stresses and hence reduced deformability. The cracks arose as a consequence of careless brazing. Whether the cracks should be considered as stress cracks over their entire extent or partially as fatigue cracks produced by vibration in the operation of the turbine as a result of steplike growing of microcracks could not be deduced from the fracture surfaces. Microfractography showed that the cracks developed in stages.

In a main range in a power station, steam was conveyed at a pressure of 645 psi, and a temperature of 454 deg C (850 deg F). Pipe diameter was 9 in. and the joints were of the bolted type in which a thin steel ring, serrated on both sides, was inserted between plain flanges. Thin jointing material was interposed between the serrated faces and the flanges. The first intimation of trouble was the onset of a high pitched noise audible over a radius of a quarter of a mile. The noise arose from violent lateral vibration of the serrated ring, which attained an amplitude and persisted for a sufficient number of cycles to produce an extensive system of fatigue cracks that resulted in partial disintegration of the ring. Microscopic examination of the material showed it to be a mild steel of satisfactory quality. The trouble was started by slight leakage, possibly resulting from a relaxation of the interfacial pressure on the joint faces, which eroded away the joint material locally at one face of the serrated ring. This reduced interfacial pressure at the opposite face of the ring, with resultant leakage and erosion of the joint material on this side.

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.

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).