Incorrect grounding of an electric motor resulted in electric current passing through a 52100 steel ball bearing and caused multiple arcing between the rolling elements. The multiple arcing developed a pattern on the outer race known as ‘fluting’. A section of ball race outer showed the distinct banding (fluting) resulting from spark discharges while the bearing was rotating. The severe distress of the surface resulted in unacceptable levels of vibration. An SEM photograph of the banded regions showed smoothing of the asperities from continued operation is evident. In the craters the residue of partial melting was seen.

Ball bearings made of type 440C stainless steel hardened to 60 HRC and suspected as the source of intermittent noise in an office machine were examined. A number of spots on the inner-ring raceway were revealed by scanning electron microscopy. The metal in the area around the spot was evidenced to have been melted and welded to the inner-ring raceway. It was revealed by randomly spaced welded areas on the raceways that the welding was the result of short electrical discharges between the bearing raceways and the balls. The use of an electrically nonconductive lubricant in the bearings was suspected to have caused the electric discharge by accumulation and discharge of static charge. The electrical resistance between the rotor and the motor frame lubricated with electrically conductive grease and the grease used in the current case was measured and compared to confirm the fact the currently used grease was nonconductive. It was concluded that the pits were formed by momentary welding between the ball and ring surfaces. The lubricant was replaced by electrically conductive grease as a corrective measure.

Rough operation of the roller bearing mounted in an electric motor/gearbox assembly was observed. The bearing components made of low-alloy steel (4620 or 8620) and the cup, cone and rollers were carburized, hardened and tempered. The contact surfaces of these components (cup, cone and roller) were revealed to be uniformly electrolytically etched by visual examination. The action similar to anodic etching was believed to have occurred as a result of stray currents in the electric motor (not properly grounded) and the presence of an electrolyte (moisture) between the cup and roller surfaces of the bearing. As a remedial action, the bearing was insulated for protection from stray currents by grounding of the motor and the moisture was kept out by sealing both bearings in the assembly.

High-horsepower electric motors were utilized to drive large compressors (made of 4340 steel shafts and gear-type couplings) required in a manufacturing process. The load was transmitted by two keys 180 deg apart. Six of the eight compressor shafts were found cracked in a keyway and one of them fractured after a few months of operation. Visual examination of fractured shaft revealed that the cracks originated from one of the keyways and propagated circumferentially around the shaft. The shaft and coupling slippage was indicated by the upset keys and this type of fracture. The shaft surface both near and in the keyways indicated fretting which greatly reduced the fatigue limit of the shaft metal and initiated fatigue cracks. Fatigue marks were observed on the fractured key. Repetitive impact loading was responsible for propagation of the cracks. The high cyclic bending stresses were caused by misalignment between the electric motor and compressor and were transmitted to the shaft through the geared coupling. Flexible-disk couplings capable of transmitting the required horsepower were installed on the shafts as a corrective measure.

Splined rotor shafts (constructed from 1151 steel) used on small electric motors were found to miss one spline each from several shafts before the motors were put into service. Apparent peeling of splines on the induction-hardened end of each rotor shaft was revealed by visual and stereo-microscopic examination. One tooth on each shaft was found to be broken off. It was revealed by metallographic examination of an unetched section through the fractured tooth that the fracture surface was concave and had an appearance characteristic of a seam. Partial decarburization of the surface was revealed after etching with 1% nital. The presence of a crack, with typical oxides found in seams at its root, was disclosed by an unetched section through the shaft in an area unaffected by induction heating. The etched samples revealed similar decarburization as was noted on the fracture surface of the tooth. It was concluded that the seam had been present before the shaft was heat treated and these seams acted as stress raisers during induction hardening to cause the shaft failure. It was recommended that the specifications should specify that the shaft material should be free of seams and other surface imperfections.

Banding wires of the rotor of an 1800 hp motor were renewed following replacement of the banding rings. After about six months of service, a breakdown occurred due to bursting of the banding wires in several places. The 0.064 in. diam wire was nonmagnetic and of the 18/8 Cr-Ni type of austenitic stainless steel. The fractures were short and partially crystalline, with no evidence of slowly developing cracks of the fatigue type. Microscopical examination of sections taken through the fractures showed the cracking to be of the multiple branching type. Because the material was in the heavily cold-worked condition, it was not possible to determine with certainty if the cracks were of the inter- or trans-granular type. It was concluded that failure was due to stress-corrosion cracking in a chloride environment. Failure of the wires was likely due to the use of a chloride-containing flux during the soldering operation.

Three spur gears made from 8622 Ni-Cr-Mo alloy steel formed a straight-line train in a speed reducer on a rail-mounted overslung lumber carrier. The gears were submitted for nondestructive examination and evaluation, with no accompanying information or report. Two teeth on one of the gears were found to be pitted, one low on profile and the adjacent tooth high on profile. The mating gear had a similar characteristic, two adjacent teeth with evidence of pitting and the same difference in profile. It was correctly deduced that the pitting occurred because the gears were in a static position under a reverberating load for an extended period of time.

An air blower in an electric power plant failed unexpectedly when a roller bearing in the drive motor fractured along its outer ring. Both rings, as well as the 18 rolling elements, were made from GCr15 bearing steel. The bearing also included a machined brass (MA/C3) cage and was packed with molybdenum disulfide (MoS 2 ) lithium grease. Metallurgical structures and chemical compositions of the bearing’s matrix materials were inspected using a microscope and photoelectric direct reading spectrometer. SEM/EDS was used to examine the local morphology and composition of fracture and contact surfaces. Chemical and thermal properties of the bearing grease were also examined. The investigation revealed that the failure was caused by wear due to dry friction and impact, both of which worsened as a result of high-temperature degradation of the bearing grease. Fatigue cracks initiated in the corners of the outer ring and grew large enough for a fracture to occur.

During the final shop welding of a large armature for a direct-current motor (4475 kW, or 6000 hp), a loud bang was heard, and the welding operation stopped. When the weld was cold, nondestructive evaluation revealed a large crack adjacent to the root weld. Investigation showed the main crack had propagated parallel to the fusion boundary along the subcritical HAZ and was associated with long stringers of type II manganese sulfide (MnS) inclusions. This supported the conclusion that the weld failed by lamellar tearing as a result of the high rotational strain induced at the root of the weld caused by the weld design, weld sequence, and thermal effects. Recommendations included removing the old weldment to a depth beyond the crack and replacing this with a softer weld metal layer before making the main weld onto the softer layer.

Following the fusing of one of the copper leads in the choke circuit of an electric welder, a piece of the affected lead was obtained for examination. The sample had large internal cavities and surface bulges. It is remarkable that a wire containing defects of the magnitude present in this case could have been drawn without failure. Failure in service was due to overheating resulting from the inability of the conductor to carry the current where its cross section was reduced by the presence of a cavity. Another failure of a conductor occurred in one of the field coils of a direct-current motor. The mode of failure and the changes in the microstructure showed that fracture was due to a defective resistance butt-weld which had been made when the wire was in process of drawing. A further example of a conductor failure occurred in a 12 SWG copper connection between the rotor contactor and the resistance in a starter. A transverse section through the zone of failure showed an oxide layer extended almost completely across the plane of a weld, and also the grain growth that had occurred in this region.

Two examples concerning fabricated mild steel rotor spiders which failed due to lack of torsional rigidity, probably supplemented by the presence of high internal stress, are described. The machine concerned in the first case was a 3,000 hp three-phase slip-ring motor. In the second case the machine was a 200 kW alternator, direct-driven by a diesel engine running at 750 rpm. Both the foregoing failures reveal the same basic weakness, i.e., insufficient rigidity when subjected to variations or reversals of torque. In the first case, the bars welded to the arms were inadequately supported in a lateral direction, so that excessive stresses of a fluctuating nature were set up in the welds as a result of the frequent load changes that arose in service. This weakness was eliminated when designing the replacement spider. In the second example, failure also arose as a result of deficient torsional rigidity with the consequent development of excessive stresses in the welds at the junctions of the bars with the sleeve, the torque being of a fluctuating character due to the impulses imparted by the engine.

A failed spiral gear and pinion set made from 4320H Ni-Cr-Mo alloy steel operating in a high-speed electric traction motor gear unit driving a rapid transit train were submitted for analysis. The pinion was intact, but the gear had broken into two sections that resulted when two fractured areas went through the body of the gear. Wheel mileage of the assembly was 34,000 miles at the time of failure. All physical and metallurgical characteristics were well within specified standards, and both parts should have withstood normal loading conditions. The primary mode of failure was tooth bending fatigue of the gear from the reverse direction near the toe end. The cause of failure was a crossed-over tooth bearing condition that placed loads at the heel end when going forward and at the toe end when going in reverse. The condition was too consistent to be a deflection under load; therefore, it most likely was permanent misalignment within the assembly.

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.

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.

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.

Nondestructive metallographic examination of materials frequently must be performed on-site when the component in question cannot be moved or destructively examined. Often, it is imperative that specific microstructural information (i.e., material type, heat treatment condition, homogeneity, etc.) be obtained either before initial use of a component, or before the use of a component can be safely resumed. In this paper, the use of standard metallurgical laboratory equipment, and the procedures required to conduct nondestructive on-site metallographic analyses of engineering materials, is presented. As an example, the materials and metallographic techniques employed in an actual on-site investigation of a gas tungsten-arc weldment joining two large diameter Ti-6Al-4V alloy cylinders are discussed in depth to illustrate what can be accomplished.

A heat transport pump in a heavy water reactor failed (exhibiting excessive vibration) during a restart following a brief interruption in coolant flow due to a faulty valve. The pump had developed a large crack across the entire length of a bearing journal. An investigation to establish the root cause of the failure included chemical and metallurgical analysis, scanning electron fractography, mechanical property testing, finite element analysis of the shrink fitted journal, and a design review of the assembly fits. The journal failure was attributed to corrosion fatigue. Corrective actions to make the journals less susceptible to future failures were implemented and the process by which they were developed is described.

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.