This article discusses the most common thermal analysis methods for thermosetting resins. These include differential scanning calorimetry, thermomechanical analysis, thermogravimetric analysis, and dynamic mechanical analysis. The article also discusses the characterization of uncured thermosetting resins as well as the curing process. Then, the techniques to characterize the physical properties of cured thermosets and composites are presented. Several examples of stress-strain curves are shown for thermosets and thermoplastic polymers.

This article provides practical information and data on property development in engineering plastics. It discusses the effects of composition on submolecular and higher-order structure and the influence of plasticizers, additives, and blowing agents. It examines stress-strain curves corresponding to soft-and-weak, soft-and-tough, hard-and-brittle, and hard-and-tough plastics and temperature-modulus plots representative of polymers with different degrees of crystallinity, cross-linking, and polarity. It explains how viscosity varies with shear rate in polymer melts and how processes align with various regions of the viscosity curve. It discusses the concept of shear sensitivity, the nature of viscoelastic properties, and the electrical, chemical, and optical properties of different plastics. It also reviews plastic processing operations, including extrusion, injection molding, and thermoforming, and addresses related considerations such as melt viscosity and melt strength, crystallization, orientation, die swell, melt fracture, shrinkage, molded-in stress, and polymer degradation.

The discussion on the fracture of solid materials, both metals and polymers, customarily begins with a presentation of the stress-strain behavior and of how various conditions such as temperature and strain-rate affect the mechanisms of deformation and fracture. This article describes crazing and fracture in polymeric materials, with a review of the behavior of the elastic modulus as a function of temperature or time parameters, emphasizing the importance of the viscoelastic nature of their deformation and fracture. The discussion covers the behavior of polymers under stress, provides information on ductile and brittle behaviors, and describes craze initiation in polymers and crack formation and fracture by crazing. Macroscopic permanent deformation of polymeric materials caused by shear-yielding and crazing, which eventually can result in fracture and failure, is also covered.

There are many reasons why plastic materials should not be considered for an application. It is the responsibility of the design/materials engineer to recognize when the expected demands are outside of what the plastic can provide during the expected life-time of the product. This article reviews the numerous considerations that are equally important to help ensure that part failure does not occur. It provides a quick review of thermoplastic and thermoset plastics. The article focuses primarily on thermoset materials that at room temperature are below their glass transition temperature. It describes the motivation for material selection and the goal of the material selection process. The use of material datasheets for material selection as well as the processes involved in plastic material selection and post material selection is also covered.

This article focuses on characterizing the fracture-surface appearance at the microscale and contains some discussion on both crack nucleation and propagation mechanisms that cause the fracture appearance. It begins with a discussion on microscale models and mechanisms for deformation and fracture. Next, the mechanisms of void nucleation and void coalescence are briefly described. Macroscale and microscale appearances of ductile and brittle fracture are then discussed for various specimen geometries (smooth cylindrical and prismatic) and loading conditions (e.g., tension compression, bending, torsion). Finally, the factors influencing the appearance of a fracture surface and various imperfections or stress raisers are described, followed by a root-cause failure analysis case history to illustrate some of these fractography concepts.

The crane hook (rated for 13000 kg) failed in the threaded shank while lifting a load of 9072 kg. The metal in the hook was revealed by chemical analysis to be killed 1020 steel. It was disclosed by visual examination that the fracture had at the last thread on the shank and rough machining and chatter marks were evident on the threads. Beach marks that emanated from the thread-root locations on opposite sides of the fracture surface identified these locations to be the origins of the fracture. A medium-coarse slightly acicular structure was revealed by metallographic examination which indicated that the material was in the as-forged condition (which meant lower fatigue strength). The fracture was concluded to have occurred due to stress concentration in the root of the last thread. Normalizing of the crane hook after forging was suggested as a corrective measure. A stress-relief groove with a diam slightly smaller than the root diam was placed at the end of the thread and a large-radius fillet was machined at the change in diameter of the shank.

The conveyor chain link failed by fracturing through a fabrication weld after some time in service. The link was made of cast low-alloy steel heat treated to a hardness of 285 HRB. The fabrication weld was made using E7018 electrodes. The fracture surfaces were almost entirely covered with beach marks, indicating fatigue cracking. The beach marks emanated from a 6.4 mm (1/4 in.) wide band of unusual appearance running across the center of the fracture. Saw cuts were made perpendicular to both of the fracture surfaces and across the unusual-looking bands. The cut surfaces were ground and etched with ammonium persulfate solution revealing that complete penetration had not been achieved at the weld root. The band observed in the fracture was apparently part of the unfused weld-preparation surface at the root of the weld. This failure was caused by fatigue that initiated at an incomplete penetration defect at the root of the fabrication weld. As a result of this failure, steps were taken to ensure that good welding practice (back-gouging) would be followed in the future fabrication of these links.

The bolt in a bolt and thimble assembly used to connect a wire rope to a crane hanger bracket was worn excessively. Two worn bolts, one new bolt, and a new thimble were examined. Specifications required the bolts to be made of 4140 steel heat treated to a hardness of 277 to 321 HRB. Thimbles were to be made of cast 8625 steel, but no heat treatment or hardness were specified. Analysis (visual inspection, hardness testing, and metallographic examination) supported the conclusion that the wear was due to strikingly difference hardness measurements in the bolt and thimble. Recommendations included hardening and tempering the bolts to the hardness range of 375 to 430 HRB. The thimbles should be heat treated to a similar microstructure and the same hardness range as those of the bolt. Molybdenum disulfide lubricant can be liberally applied during the initial installation of the bolts. A maintenance lubrication program was not suggested, but galling could be reduced by periodic application of a solid lubricant.

A shaft which carried the diverter sheave wheel of an electric goods lift failed, resulting in the cage failing to the bottom of the well. Failure had taken place at a reduction in diam at which no filet radius existed. Metallurgical examination did not disclose any abnormal features. The material was a mild steel in the normalized condition. The appearance of the fracture indicated failure was due to bending stresses. The absence of any fillet radius at the reduction in diam provided a region of stress concentration from which fatigue cracks developed.

A resistance-welded chain link made from 16 mm diam 4615 steel failed while lowering a 9070 kg load of billets into a rail car after being in service for 13 months. Beach marks, typical of fatigue were found to have originated at the inside of the link which broke at the weld. Cracks in the weld zone (up to 1.2 mm deep) were revealed during metallographic examination of a section through the fracture surface. The cracks were filled with scale which indicated that they had formed during resistance welding of the link. The defect was thus attributed to the weld defects which initiated the fatigue failure by acting as stress raisers. The welding method was changed by the manufacturer and all chains were replaced with defect free chains.

A drum pinion shaft (1030 steel) which was part of the hoisting gear of a crane (capacity 18,140-kg) operating in a blooming mill failed while lifting a 9070 kg load. Chatter marks, rough-machining marks, and sharp corner radii were revealed in the keyway which extended into a shoulder at a change in diam. A circular recess below the keyway surface was revealed at each end of the keyway. A sharp corner at the end of the keyway was revealed by examination to be the origin of fracture. Beach marks were found radiating from the origin over a large portion of the fracture surface which confirmed failure of the shaft by fatigue fracture. As a corrective measure the shaft was replaced with one made of 4140 steel, quenched and tempered to a hardness of 286 to 319 HRB. The keyway was moved away from the change in section and was machined with a 1.6-mm radius in the bottom corners and a larger-radius fillet was machined at the change in section.

A stuffing box (sand cast from ASTM A 536, grade 60-45-10, ductile iron) began leaking water after two weeks of service. The machine was operating at 326 rpm with a discharge water pressure of 21.4 MPa (3100 psi). Investigation (visual inspection, mechanical analysis, and nital etched 100x magnification) supported the conclusion that the crack initiated at the inner edge of a lubrication hole and had propagated toward both the threaded and flange ends of the casting. An appreciable residual-stress concentration must have been present and caused propagation of the crack. The residual stress might have been caused when a fitting was tightly screwed into the lubrication hole, and it might have been concentrated by notches at the inner end of the hole created when the drill broke through the sidewall to the stuffing box.

Two oil-pump gears broke after four months of service in a gas compressor that operated at 1000 rpm and provided a discharge pressure of 7240 kPa (1050 psi). The compressor ran intermittently with sudden starts and stops. The large gear was sand cast from class 40 gray iron with a tensile strength of 290 MPa (42 ksi) at 207 HRB. The smaller gear was sand cast from ASTM A536, grade 100-70-03, ductile iron with a tensile strength of 696 MPa (101 ksi) at 241 HRB. Analysis (metallographic examination) supported the conclusion that excessive beam loading and a lack of ductility in the gray iron gear teeth were the primary causes of fracture. During subsequent rotation, fragments of gray iron damaged the mating ductile iron gear. Recommendations included replacing the large gear material with ASTM A536, grade 100-70-03, ductile iron normalized at 925 deg C (1700 deg F), air cooled, reheated to 870 deg C (1600 deg F), and oil quenched. The larger gear should be tempered to 200 to 240 HRB, and the smaller gear to 240 to 280 HRB.

A brass elbow that formed one termination of a steam heating coil failed adjacent to the brazed connection after ten years of service. Chemical analysis showed that the elbow was made from a 60-40 CuZn brass containing 3% lead and 1% tin, a typical alloy used for the manufacture of components by the hot stamping process. Microscopic examination indicated failure from dezincification. The fact that the screwed end was not affected indicated that the trouble was not caused by the condensate, which flowed through the elbow, but originated from the water heated in the vessel. The helical mode of the cracking was probably due to the torsional stresses which would be imposed on the elbow by thermally induced movements of the coil in service.

Two cases of failure of centrifuge baskets were investigated. The first involved a centrifuge running at approximately 1000 rpm. The basket was constructed from a perforated sheet of stainless steel rolled into a cylinder and joined by a single vee longitudinal weld. Detailed examination showed the weld had not completely penetrated the full depth of the section. The fracture faces showed a gradually progressing fatigue crack developing from a notch, formed by the lack of penetration, at the root of the weld. Microscopic examination of the parent plate showed it was a typical titanium stabilized austenitic steel. It is probable that had the basket been subjected to a periodic inspection by a competent person, this failure would not have occurred. The second case concerned a continuous duty centrifuge operating at 2200 rpm. Fracture had occurred at the circumferential weld attaching the stainless steel skirt to the basket rim and also in the region of the vertical weld which was made when the skirt was formed into a cone. Stress-corrosion cracking of the skirt material, which contained residual stresses due to cold-rolling, had been caused by the presence of sodium chloride.

One 49-in. impeller of a two-stage centrifugal air compressor disrupted without warning, causing extensive damage to the casings, the second impeller, and the driving gear box. Prior to the mishap, the machine had run normally, with no indications of abnormal vibration, temperature, or pressure. Initial failure had taken place in the floating dished inlet plate (eye plate) of the first-stage impeller. Failure occurred predominantly by tearing along the lines of rivet holes for the longer blades, these extended for practically the full radial width of the dished plate. Examination of the fractured surfaces showed that failure had been preceded by fatigue cracking. The material from which the dish plate was forged was a Ni-Cr-Mo steel in the oil hardened and tempered condition. Fractographic examination of the surface of the cracks showed striation markings indicative of the progress of fatigue cracks. Failure of the one impeller and the cracking of the others were attributed to “low-cycle high-strain fatigue” due to fluctuating circumferential (hoop) stresses.

Microstructural examinations on transverse cross sections of a steam reformer tube, showed the presence of large macrovoids elongated in the radial direction and emanating from the internal surface of the tube. The macrovoids were located at the interdendritic regions, and were partially filled by a Mn-Fe bearing chromium oxide film. The areas adjacent to the oxide film were chemically depleted in C, Cr and Mn and rich in Fe and Ni. Associated with this depletion were a large concentration of microvoids. It was suggested that the dissolution of carbides in areas surrounding the macrovoids and the concentration of stresses at their tips, caused extensive localized plastic deformation which led to the formation of microvoids and subsequently to the spalling of the oxide film. The non-protective character of the film induced a progressive deterioration of the grain boundaries properties. Grain boundary sliding and dislocation motion were enhanced, causing a local increase in the steady state strain rate and the premature failure of the tube.

A few Cr-Mo steel piston rods from different production batches were found identically cracked in the eye end near the radius after chrome plating and baking treatment. Two of them cracked in the plating stage itself instantly broke on slight tapping. Cracking initiated from the outer base surface of the forked eye end. The 40 mm diam forged piston rods were subjected to plating after heavy machining on the part without any stress-relieving treatment. Also, time lapses between plating and baking were varied from 3 to 11 h. The brittle cracking along forked eye-end radius portion was attributed to hydrogen embrittlement that occurred during chrome plating.

A supplementary axle, which was used as an extension to a highway-trailer tractor to increase its load-bearing capacity, failed in service. The rolled steel channel extensions that secured the axle assembly to the tractor main-frame I-beams fractured transversely, with the crack in each instance initiating at a weld that joined the edge of the lower flange to the support bracket casting. The cracks propagated through the flange on each side until the effective cross-sectional area had been reduced sufficiently to bring about sudden and complete fracture of the remaining web and upper flange. Fatigue fracture was caused by a combination of high bending stresses in the bottom flanges of the channels due to the heavy load being carried, concentration of stresses due to the rapid change in section modulus of the channel at its point of attachment to the support-bracket casting, and brittleness of the high-hardness HAZ of the weld associated with the abnormally high carbon content in the central part of the channel. Welding of channel edges contributed to harmful gradients in section moduli and should be avoided in future assemblies.

An 8640 steel shaft installed in a fuel-injection-pump governor that controlled the speed of a diesel engine used in trucks and tractors broke after few days of operation. The mechanism that drove the shaft was designed to include a slip clutch to protect the governor shaft from shock loading. It was revealed by visual examination that the fracture had initiated in the sharp corner at the bottom of a longitudinal hole which was part of a force feed lubricating system. Beach marks were observed on the fracture surfaces. It was revealed by further examination that the slip clutch was removed in an effort to reduce cost and hence the shaft was subjected to increased vibration and shock loading. Insufficient fatigue limit of the shaft was revealed by fatigue testing of the shafts taken from stock in a rotating-beam machine. As a corrective measure, the fatigue limit of shafts was increased to 760 MPA by nitriding for 10 h at 515 deg C.