During dismantling of an eccentric camshaft of 340 mm diam that had worked for a total of 450,000 load reversals, it was found that it had cracked on both sides of the eccentric cam. The shaft was made of chromium-molybdenum alloy steel 34 Cr-Mo4 (Material No. 1.7220) according to DIN 17200. Microstructural examination showed the shaft had ran hot, and there were no material defects. The shaft probably was overstressed by torsion forces. The presence of surface checks on both sides of the cam lobe that were filled with bearing metal proved that overstressing occurred through galling of the end faces of the bearing liners.

After being in service for ten years the ball-and-race coal pulverizer was investigated after noises were noted in it. Its lower grinding ring was attached to the 6150 normalized steel outer main shaft while the upper grinding ring was suspended by springs from a spider attached to the shaft. A circumferential crack in the main shaft at an abrupt change in shaft diam just below the upper radial bearing was revealed by visual examination. The smaller end of the shaft was found to be slightly eccentric with the remainder when the shaft was set up in a lathe to machine out the crack for repair welding. The crack was opened by striking the small end of the shaft and the shaft was broken 1.3 cm away from the crack in the process. A previous fracture that resulted from torsional loading acting along a plane of maximum shear was revealed almost perpendicular to the axis of the shaft. Faint lines parallel to the visible crack thought to be fatigue cracks were revealed on examination of the machined surface. The shaft was repaired by welding a new section and machined to required diameters and tapers to avoid abrupt changes.

A 9310 steel gear was found to be defective after a period of engine service. A linear crack approximately was discovered by routine magnetic-particle inspection of an electron beam welded joint that attached a hollow stub shaft to the web of the gear. The welding procedure had a cosmetic weld pass on top of the initial full-penetration weld. There were no other known service failures of gears were welded by this method. One zone of the welded joint showed incomplete fusion, surrounded by two zones containing fatigue beach marks This indicated that the incomplete-fusion zone was the site at which primary fracture originated. The possible causes of incomplete-fusion include localized magnetic deflection of the electron beam, a momentary arc-out of the electron beam, and eccentricity in the small weld diam. The failure was attributed to fatigue originating at the local unfused interface of the electron beam weld, which had been the result of a deviation in the welding procedure. Examination of the possible causes of failure gave no evidence that a recurrence of the defect had ever occurred. Thus, there was no basis on which to recommend a change in design, material, or welding procedure.

Equipment in which an assembly of in-line cylindrical components rotated in water at 1040 rpm displayed excessive vibration after less than one hour of operation. The malfunction was traced to an aluminum alloy 6061-T6 combustion chamber that was part of the rotating assembly. Analysis (visual inspection, 100x/500x/800x micrographic examination, spectrographic analysis, and hardness testing) supported the conclusions that, as a result of improper heat treatment, the combustion-chamber material was too soft for successful use in this application. Misalignment of the combustion chamber and one or both of the mating parts resulted in eccentric rotation and the excessive vibration that caused malfunction of the assembly. Irregularities in the housing around the combustion chamber and temperature variation relating to the combustion pattern in the chamber were considered to be possible contributing factors to localization of the cavitation erosion. Recommendations included adopting inspection procedures to ensure that the specified properties of aluminum alloy 6061-T6 were obtained and that the combustion chamber and adjacent components were aligned within specified tolerances. In a similar situation, consideration should also be given to raising the pressure in the coolant in order to suppress the formation of cavitation bubbles.

A ball bearing in a military jet engine sustained heavy damage and was analyzed to determine the cause. Almost all of the balls and a portion of the outer race were found to be flaking, but there were no signs of damage on the inner race and cage. Tests (chemistry, hardness, and microstructure) indicated that the bearing materials met the specification requirements. However, closer inspection revealed areas of discoloration, or nonuniform contact marks, on the ID surface of the inner ring. The unusual wear pattern suggested that the bearing was not properly mounted, thus subjecting it to uneven or eccentric loading. This explains the preferential nature of the flaking on the outer race and points to an assembly error as the root cause of failure.

On 23 Dec 1997, a portion of the main ore conveyor at a large mine collapsed onto a highway and shut down mine operations. The conveyor structure that collapsed was supported by a steel truss spanning 185 ft. Truss failure occurred just as the conveyor transport rate was increased to 8,260 tph. Under this total loading, which was only slightly above the regular operating condition, a poorly designed and fabricated transition joint in the west lower chord failed, thereby overloading other key structural members and causing the entire truss to collapse. Another contributing cause of the collapse was the transition joint welds, where the fracture originated. They were made with undersized fillet welds, 20% smaller than specified on the original fabrication drawing. Because of the poorly designed joint detail and the deficient welds, both of which concentrated stress and strain in the low ductility direction of the transition joint plate, lamellar tearing of plate material occurred at the boxed I-beam fillet weld attachment. Brittle fracture of this joint precipitated global collapse of the truss structure.

A 20 ton polar crane motor fell during a 3400 kg (7500 lb) lift, narrowly missing personnel working beneath the crane. Witnesses reported that the motor fall was preceded by a falling oil mass, and it was believed that the motor was intact prior to impact. The maintenance history of the crane showed that the motor had been removed, repaired, and reinstalled 2 years prior to the failure. Observations of oil leakage were noted yearly up to the failure. The motor casing was held onto the adapter plate by eight 14-20 UNC x 25 mm (1 in.) long hex socket cap screws. Examination of the motor adapter plate, motor casing shards (aluminum), the gear side of the motor housing, and seven fractured cap screws (ASTM A574) showed that the motor casing was intact at the time of “uncontrolled descent” and that the screws had failed by high nominal stress reverse bending load fatigue, which was probably the result of insufficient torque on the bolts.

Cam crack failures are a common occurrence in cam-follower systems often caused by excessive loading or inappropriate operating conditions. An investigation into such a failure was conducted to assess the effect of cam crack damage on the dynamic behavior of cam-follower systems. It was shown both theoretically and experimentally that a cracked cam causes an overall reduction in stiffness. To further probe the effect, investigators derived an analytical formula expressing the time varying stiffness of a cam-follower system. They also succeeded in quantifying the relationship between crack size and stiffness, showing that cracks have an amplitude modulating effect.

A steel pot used as crucible in a magnesium alloy foundry developed a leak that resulted in a fire and caused extensive damage. Hypotheses as to the cause of the leak included a defect in the pot, overuse, overheating, and poor foundry practices. Scanning electron microscopy, transmission electron microscopy, optical microscopy, and x-ray microanalysis in conjunction with dimensional analysis, phase diagrams and thermodynamics considerations were employed to evaluate the various hypotheses. All evidence pointed to an oxide mass in the area where the hole developed, likely introduced during the steelmaking process.

A forging die in a 250-ton press producing brass valves began to show signs of fatigue after a few thousand hits. By the time it reached 30,000 hits, the die was badly damaged and was submitted for analysis along with one of the last forgings produced. The investigation included visual and macroscopic inspection, metallographic and chemical analysis, SEM imaging, optical profilometry, mechanical property testing, and EDX analysis. The die was made of chromium hot-work tool steel and the forgings were made of CuZn39Pb3 heated to an initial working temperature 700 deg C. The entire surface of the die was covered with fatigue cracks and many fillets had been plastically deformed. Several other types of damage were also observed, including areas of oxidation, corrosion pits, voids, abrasive wear, die adhesion, and thermal fatigue. Fatigue cracking was the primary cause of failure with significant contributions from the other damage mechanisms.

In addition to failures in shafts, this article discusses failures in connecting rods, which translate rotary motion to linear motion (and conversely), and in piston rods, which translate the action of fluid power to linear motion. It begins by discussing the origins of fracture. Next, the article describes the background information about the shaft used for examination. Then, it focuses on various failures in shafts, namely bending fatigue, torsional fatigue, axial fatigue, contact fatigue, wear, brittle fracture, and ductile fracture. Further, the article discusses the effects of distortion and corrosion on shafts. Finally, it discusses the types of stress raisers and the influence of changes in shaft diameter.

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.

Rolling-element bearings use rolling elements interposed between two raceways, and relative motion is permitted by the rotation of these elements. This article presents an overview of bearing materials, bearing-load ratings, and an examination of failed bearings. Rolling-element bearings are designed on the principle of rolling contact rather than sliding contact; frictional effects, although low, are not negligible, and lubrication is essential. The article lists the typical characteristics and causes of several types of failures. It describes failure by wear, failure by fretting, failure by corrosion, failure by plastic flow, failure by rolling-contact fatigue, and failure by damage. The article discusses the effects of fabrication practices, heat treatment and hardness of bearing components, and lubrication of rolling-element bearings with a few examples.

This article is dedicated to the fields of mechanical engineering and machine design. It also intends to give a nonexhaustive view of the preventive side of the failure analysis of rolling-element bearings (REBs) and of some of the developments in terms of materials and surface engineering. The article presents the nomenclature, numbering systems, and worldwide market of REBs as well as provides description of REBs as high-tech machine components. It discusses heat treatments, performance, and properties of bearing materials. The processes involved in the examination of failed bearings are also explained. Finally, the article discusses in detail the characteristics and prevention of the various types of failures of REBs: wear, fretting, corrosion, plastic flow, rolling-contact fatigue, and damage. The article includes an Appendix, which lists REB-related abbreviations, association websites, and ISO standards.

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.

Vibration analysis can be used in solving both rotating and nonrotating equipment problems. This paper presents case histories that, over a span of approximately 25 years, used vibration analysis to troubleshoot a wide range of problems.

Welded connections are a common location for failures for many reasons, as explained in this article. This article looks at such failures from a holistic perspective. It discusses the interaction of manufacturing-related cracking and service failures and primarily deals with failures that occur in service due to stresses caused by externally applied loads. The purpose of this article is to enable a failure analyst to identify the causative factors that lead to welded connection failure and to identify the corrective actions needed to overcome such failures in the future. Additionally, the reader will learn from the mistakes of others and use principles that will avoid the occurrence of similar failures in the future. The topics covered include failure analysis fundamentals, welded connections failure analysis, welded connections and discontinuities, and fatigue. In addition, several case studies that demonstrate how a holistic approach to failure analysis is necessary are presented.