The engine of an automobile lost power and compression and emitted an uneven exhaust sound after several thousand miles of operation. When the engine was dismantled, it was found that the outer spring on one of the exhaust valves was too short to function properly. The short steel spring and an outer spring (both of patented and drawn high-carbon steel wire) taken from another cylinder in the same engine were examined in the laboratory to determine why one had distorted and the other had not. Investigation (visual inspection, microstructure examination, and hardness testing) supported the conclusion that the engine malfunctioned because one of the exhaust-valve springs had taken a 25% set in service. Relaxation in the spring material occurred because of the combined effect of improper microstructure (proeutectoid ferrite) plus a relatively high operating temperature. Recommendations included using quenched-and-tempered steel instead of patented and cold-drawn steel or using a more expensive chromium-vanadium alloy steel instead of plain carbon steel; the chromium-vanadium steel would also need to be quenched and tempered.

An experimental high-temperature rotary valve was found stuck due to growth and distortion after approximately 100 h. Gas temperatures were suspected to have been high due to overfueled conditions. Both the rotor and housing in which it was stuck were annealed ferritic ductile iron similar to ASTM A395. Visual examination of the rotor revealed unusually heavy oxidation and thermal fatigue cracking along the edge of the gas passage. Material properties, including microstructure, composition, and hardness, of both the rotor and housing were evaluated to determine the cause of failure. The microstructure of the rotor was examined in three regions. The shaft material, the heavy section next to the gas passage and the thin edge of the rotor adjacent to the gas passage. The excessive gas temperatures were responsible for the expansion and distortion that prevented rotation of the rotor. Actual operating temperatures exceeded those intended for this application. The presence of transformation products in the brake-rotor edge indicated that the lower critical temperature had been exceeded during operation.

Distortion often is observed in the analysis of other types of failures, and consideration of the distortion can be an important part of the analysis. This article first considers that true distortion occurs when it was unexpected and in which the distortion is associated with a functional failure. Then, a more general consideration of distortion in failure analysis is introduced. Several common aspects of failure by distortion are discussed and suitable examples of distortion failures are presented for illustration. The article provides information on methods to compute load limits, errors in the specification of the material, and faulty process and their corrective measures to meet specifications. It discusses the general process of material failure analysis and special types of distortion and deformation failure.

Distortion failure occurs when a structure or component is deformed so that it can no longer support the load it was intended to carry. Every structure has a load limit beyond which it is considered unsafe or unreliable. Estimation of load limits is an important aspect of design and is commonly computed by classical design or limit analysis. This article discusses the common aspects of failure by distortion with suitable examples. Analysis of a distortion failure often must be thorough and rigorous to determine the root cause of failure and to specify proper corrective action. The article summarizes the general process of distortion failure analysis. It also discusses three types of distortion failures that provide useful insights into the problems of analyzing unusual mechanisms of distortion. These include elastic distortion, ratcheting, and inelastic cyclic buckling.

This article provides an overview of the effects of various material- and process-related parameters on residual stress, distortion control, cracking, and microstructure/property relationships as they relate to various types of failure. It discusses phase transformations that occur during heat treating and describes the metallurgical sources of stress and distortion during heating and cooling. The article summarizes the effect of materials and the quench-process design on distortion and cracking and details the effect of cooling characteristics on residual stress and distortion. It also provides information on the methods of minimizing distortion and tempering. The article concludes with a discussion on the effect of heat treatment processes on microstructure/property-related failures.

A rupture of a thirty-year-old U-tube on a steam generator for a closed-cycle pressurized-water nuclear power plant occurred, resulting in limited release of reactor water. A typical tube bundle can be over 9 m (30 ft) tall and 3 m (10 ft) in diam with over 3,000 22-mm (7/8-in.) diam Inconel Alloy 600 tubes. Tube support plates (TSP) separate the tubes and allow flow of the heating water/steam. Inconel Alloy 600 is susceptible to intergranular stress-corrosion cracking over time, so investigation included review of operational records, maintenance history, and procedures. It also included FEA (thermal gradients, nonlinear material behavior, residual stress, changes in wall thickness during the formation of U-bends, and TSP distortions near the ruptured tube) of three-dimensional solid models of the U-tubes. The conclusion was that distortion of the TSPs and resulting “pinching” of the U-tubes, combined with the operational stresses, caused high stresses at the location where the tube cracked. The stresses were consistent with those required to initiate and propagate a longitudinal crack.

This article discusses failures in shafts such as connecting rods, which translate rotary motion to linear motion, and in piston rods, which translate the action of fluid power to linear motion. It describes the process of examining a failed shaft to guide the direction of failure investigation and corrective action. Fatigue failures in shafts, such as bending fatigue, torsional fatigue, contact fatigue, and axial fatigue, are reviewed. The article provides information on the brittle fracture, ductile fracture, distortion, and corrosion of shafts. Abrasive wear and adhesive wear of metal parts are also discussed. The article concludes with a discussion on the influence of metallurgical factors and fabrication practices on the fatigue properties of materials, as well as the effects of surface coatings.

This article illustrates the defects, which result because of poor-quality welds in the bridge components. The cracks resulting from the use of low fatigue strength details are also discussed. The article describes the effect of out-of-plane distortion in floor-beam-girder connection plates, multiple-girder diaphragm connection plate, and tied-arch floor beams.

Two cracks were discovered in a deck plate of an aircraft during overhaul and repair after 659 h of service. The cracks were on opposite sides of the deck plate in the flange joggles. The plate had been formed from 7178-T6 aluminum alloy sheet. Analysis (visual inspection, 0.2x/2x/2.3x electron microscope fractographs, hardness testing, and electrical conductivity testing) supported the conclusions that the failure was caused by fatigue cracks originating on the inside curved surface of the flanges. The cracks had initiated in surface defects caused by either corrosion pitting or forming notches, acting in combination with lateral forces evidenced by the moderate distortion of the fastener holes. Recommendations included eliminating the surface defects by revised cleaning and/or forming procedures. Revised design and installation should also alleviate the lateral forces.

A broken aircraft crankshaft and a severely damaged main brass bearing were examined to determine whether engine failure was initiated in the bearing or in the crankshaft. The steel crankshaft failure was a classical fatigue fracture. The bearing had been subjected to extremely high temperatures, as indicated by melting in the brass components and the extreme distortion in the rollers. Microscopic examination on the crankshaft material showed it to be a good quality steel. On the other hand, the chromium plate was thick, porous, and cracked in many places, including the point of the main fatigue crack. It was concluded that the over-all failure was initiated in the crankshaft, and the failure of the bearing resulted from that failure.

Copper shortening has been found to occur in the rotor windings of turbo alternators and takes the form of a progressive reduction in the length of the coils leading to distortion of the end windings. The trouble results from the high loading which develops between successive layers of the strip conductor due to centrifugal force. This leads to a high frictional binding force between turns and prevents axial expansion under normal heating in service. Rotor trouble which proved to be due to copper shortening was found in a set rated at 27.5 MW. It was manufactured in 1934 at which time silver-bearing copper was not available. The use of hard-drawn silver-bearing copper for a rewind, in conjunction with special attention to blocking up the end windings, is confidently expected to effect a complete cure.

A slide and the two guideways of a pump had to be disassembled already during run-in time after approximately 20 h because they had galled completely, before the rated speed of 800 rpm was reached. Chemical analysis of the slide showed the following composition: 3.60C, 3.22Graphite, 2.49Si, 0.51Mn, 0.485P, and 0.112S. The iron was thus distinctly hypereutectic. The galling of the pump parts therefore was favored by an unsuitable structure caused by improper composition and fast cooling. Distortion by casting stresses may have been contributory or may have played the principal part. In order to prevent a repetition, the use of hypoeutectic or eutectic iron, slower cooling of the casting, inoculation of the melt with finely powdered ferrosilicon, and possibly rounding-off the edges or machining of the surfaces are recommended.