A cylindrical spiral gear, part of a locomotive axle assembly, cracked ten days after it had been press-fit onto a shaft, after which it sat in place as other repairs were made. Workers at the locomotive shop reported hearing a sound, and upon inspecting the gear, found a crack extending radially from the bore to the surface of one of the tooth flanks. The crack runs the entire width of the bore, passing through an oil hole in the hub, across the spoke plate and out to the tip of one of the teeth. Design requirements call for the gear teeth to be carburized, while the remaining surfaces, protected by an anti-carburizing coating, stay unchanged. Based on extensive testing, including metallographic examination, microstructural analysis, microhardness testing, and spectroscopy, the oil hole was not protected as required, evidenced by the presence of a case layer. This oversight combined with the observation of intergranular fracture surfaces and the presence of secondary microcracks in the case layer point to hydrogen embrittlement as the primary cause of failure. It is likely that hydrogen absorption occurred during the gas carburizing process.

A hi-rail device is a vehicle designed to travel both on roads and on rails. In this case, a truck was modified to accept the wheels for rail locomotion. The rear wheel/axle set was attached to the truck frame. Both the front and rear wheel/axle sets were raised by means of a hydraulic cylinder driven off the PTO of the truck. The wheel/axle set was rigidly fixed into an up or down position by the use of locking pins. It was assumed by the manufacturer that there would be no load on the cylinder once the wheel/axle set was in its locked position. However, as the cylinder pivoted about its mounting trunnion and extended during its motion, it interfered with a frame member. This caused both a bending load and a rotational movement. These effects caused a combination of fretting, galling, and fatigue to the internal thread structure of the clevis. As a result of these deleterious effects, failure of the thread structure of the clevis occurred. The failure occurred where the cylinder rod screws into the clevis. The rod was manufactured from 1045 steel.

Within about one month, several knuckle pins (AMS 6470 steel failed, and required to have a minimum case hardness of 92 h15N, a case depth of 0.4 to 0.5 mm (0.017 to 0.022 in.), and a core hardness of 285 to 341 HRB) used in engines failed over a range of 218 to 463 h in operation. Visual examination revealed beach marks typical of fatigue cracks that had nucleated at the base of the longitudinal oil hole. Micrographs of sections revealed a remelt zone and an area of untempered martensite within the region of the cracks. However, review of inspection procedures disclosed the pins had been magnetic-particle inspected by inserting a probe into the longitudinal hole. Evidence found supports the conclusions that the knuckle pins failed by fatigue fracture. The circular cracks at the longitudinal holes were the result of improper technique in magnetic-particle inspection. Thermal transformation of the metal also causes a stress concentration that may lead to fatigue failure. Recommendations included insulating the conductor to prevent arc burning at the base of the longitudinal oil hole. Also, a borescope or metal monitor could be used to inspect the hole for evidence of arc burning from magnetic-particle inspection.

A locomotive suspension spring with a bar diameter of 36 mm failed. Outdoor exposure of a hot-rolled hardened-and tempered 5160 bars for suspension springs resulted in rusting in the seam and on the fracture surface. A step due to a seam was visible on the surface. The thumb nail looked off-center from the step, but a smaller thumb-nail shape that is concentric with the step and a second stage of growth were found to be spread principally to the right of the step. The rapid stage of failure, which began at the edge of the thumb nail, was much rougher and exhibited rays that diverge approximately radially from it. The seam wall was revealed to have two zones among which the lower zone being mottled. Dozens of spearhead shaped areas (fatigue cracks) pointing away from the seam was revealed at the base of the seam. The orientation of these origins was normal to the direction of resultant tensile stress from torsional stressing of the spring material. It was concluded that the fatigue failure in the spring was initiated at the base of a seam.

In this study, the failure modes of cartwheel and mechanical properties of materials have been analyzed. The results show that rim cracking is always initiated from stringer-type alumina cluster and driven by a combination effect of mechanical and thermal load. The strength, toughness, and ductility are mainly determined by the carbon content of wheel steels. The fatigue crack growth resistance is insensitive to composition and microstructure, while the fatigue crack initiation life increases with the decrease of austenite grain size and pearlite colony size. The dynamic fracture toughness, KID, is obviously lower than static fracture toughness, KIC, and has the same trend as KIC. The ratio of KID/sigma YD is the most reasonable parameter to evaluate the fracture resistance of wheel steels with different composition and yield strength. Decreasing carbon content is beneficial to the performance of cartwheel.

Metallography is an important component of failure analysis. In the case of a liquid metal embrittlement (LME) failure it is usually conclusive if a third phase constituent can be formed inside of the cracks after failure. In the case where it is necessary to characterize the third phase material, one can use various x-ray spectrographic techniques in conjunction with a scanning electron microscope (SEM). This study describes those metallographic and SEM analysis techniques for determining the mode of failure for a locomotive traction motor by LME.

An ASTM A 504 carbon steel railway car wheel that was used on a train in a metropolitan railway system failed during service, causing derailment. The wheel was completely fractured from rim to hub. Macrofractography of the fracture surface showed road grime, indicating that the crack had existed for a considerable time prior to derailment and initiated in the flange. Failure propagated from the flange across the rim and down the plate to the bore of the hub. Two zones that exhibited definite signs of heating were observed. The fracture initiation site was typical of fatigue fracture. No defects were found that could have contributed to failure. The wheel conformed to the chemical, microstructural, and hardness requirements for class A wheels. Failure was attributed to repeated severe heating and cooling of the rim and flange due to brake locking or misapplication of the hand brake. It was recommended that the brake system on the car be examined and replaced if necessary.

A trunnion bolt that was part of a coupling in a metropolitan railway system failed in service, causing cars to separate. The bolt had been in service for more than ten years prior to failure. Visual examination showed that the failure resulted from complete fracture at the grease port and surface groove located at midspan. Drillings machined from the bolt underwent chemical analysis, which confirmed that the material was AISI 1045 carbon steel, in accordance with specifications. Two sections cut from the bolt were subjected to metallographic examination and hardness testing. The fracture origin was typical of fatigue. The ultimate tensile strength of the bolt was in excess of requirements. Wear patterns indicated that the bolt had been frozen in position for a protracted period and subjected to repeated bending stresses, which resulted in fatigue cracking and final complete fracture. It was recommended that proper lubrication procedures be maintained to allow free rotation of the bolts while in service.