A commercial aircraft wheel half, machined from an aluminum alloy 2014 forging that had been heat treated to the T6 temper, was removed from service because a crack was discovered in the area of the grease-dam radius during a routine inspection. Neither the total number of landings nor the roll mileage was reported, but about 300 days had elapsed between the date of manufacture and the date the wheel was removed from service. The analysis (visual inspection, macrographs, micrographs, electron microprobe) supported the conclusions that the wheel half failed by fatigue. The fatigue crack originated at a material imperfection and progressed in more than one plane because changes in the direction of wheel rotation altered the direction of the applied stresses. Recommendations included rewriting the inspection specifications to require sound forgings.

Statistical techniques provide the design engineer with a powerful tool for the analysis of failure data. By means of an actual case study, steps required to design a test yielding statistically meaningful data and procedures used in graphical analysis of results are presented. The Weibull distribution is the statistical model used as a basis for these techniques. This method of failure analysis provides the engineer with clear, positive design direction.

Fundamentals of fatigue failure are outlined. Addressed are fatigue crack characteristics, basic crack types, unidirectional bending, alternate bending, rotary bending, torsion, direct stress, and combined stress. Stress cycle, endurance limits, under and overstressing, stress concentration, and surface condition are discussed. Sections are devoted to fatigue crack assessment, corrosion relation to fatigue failure, and the micro-mechanisms of fatigue failure. Materials considered include steels. Photographs of service failures are used to illustrate features alluded to in the text.

The principal types of elevated-temperature mechanical failure are creep and stress rupture, stress relaxation, low- and high-cycle fatigue, thermal fatigue, tension overload, and combinations of these, as modified by environment. This article briefly reviews the applied aspects of creep-related failures, where the mechanical strength of a material becomes limited by creep rather than by its elastic limit. The majority of information provided is applicable to metallic materials, and only general information regarding creep-related failures of polymeric materials is given. The article also reviews various factors related to creep behavior and associated failures of materials used in high-temperature applications. The complex effects of creep-fatigue interaction, microstructural changes during classical creep, and nondestructive creep damage assessment of metallic materials are also discussed. The article describes the fracture characteristics of stress rupture. Information on various metallurgical instabilities is also provided. The article presents a description of thermal-fatigue cracks, as distinguished from creep-rupture cracks.

This article describes three design-life methods or philosophies of fatigue, namely, infinite-life, finite-life, and damage tolerant. It outlines the three stages in the process of fatigue fracture: the initial fatigue damage leading to crack initiation, progressive cyclic growth of crack, and the sudden fracture of the remaining cross section. The article discusses the effects of loading and stress distribution on fatigue cracks, and reviews the fatigue behavior of materials when subjected to different loading conditions such as bending and loading. The article examines the effects of load frequency and temperature, material condition, and manufacturing practices on fatigue strength. It provides information on subsurface discontinuities, including gas porosity, inclusions, and internal bursts as well as on corrosion fatigue testing to measure rates of fatigue-crack propagation in different environments. The article concludes with a discussion on rolling-contact fatigue, macropitting, micropitting, and subcase fatigue.

Fatigue failures may occur in components subjected to fluctuating (time-dependent) loading as a result of progressive localized permanent damage described by the stages of crack initiation, cyclic crack propagation, and subsequent final fracture after a given number of load fluctuations. This article begins with an overview of fatigue properties and design life. This is followed by a description of the two approaches to fatigue, namely infinite-life criterion and finite-life criterion, along with information on damage tolerance criterion. The article then discusses the characteristics of fatigue fractures followed by a discussion on the effects of loading and stress distribution, and material condition on the microstructure of the material. In addition, general prevention and characteristics of corrosion fatigue, contact fatigue, and thermal fatigue are also presented.

The fracture cause had to be determined in a three-cylinder crankshaft made of chrome steel 34Cr4 (Material No. 1.7033) according to DIN 17200. The fracture occurred after only 150 h of operation. The fracture was of the bend fatigue type which originated in the fillet of the main bearing and ran across the jaw almost to the opposite fillet of the adjoining connecting rod bearing. The fillet was well rounded and smoothly machined. Thus, no reason for the fracture of the crankshaft could be found externally. No material defects were discernible in the origin or anywhere else. No cause for the crank fracture could be established from material testing. Probably the load was too high for the strength of the crank. Tensile strength could have been increased for the same material by tempering at lower temperature. Additionally, the resistance against high bend fatigue stresses or torsion fatigue stresses could have been increased substantially by including the fillet in the case hardening process.

A large shackle used in operating a dragline bucket failed in service. The shackle was made of a cast low-alloy steel (similar to AISI 4320) heat treated to a hardness of 415 BN. The shackle failed by fracturing through the load-bearing region. Examination of the fracture surface revealed a fatigue crack through about one-third of the cross section. A secondary fatigue crack, perpendicular to the main fracture, was also observed. The composition of the weld deposit corresponded to a heat treatable flux-cored arc welding filler material that was known to have been used for repair welding of these products. This shackle failed because of fatigue initiating at hydrogen cracks that had occurred in the HAZ of a repair weld. The weld had been made with a heat-treatable filler material, and a full postweld heat treatment had been performed. However, a low-hydrogen filler material had not been used to make the weld. Repair welds in high-strength steel castings should always be made with low-hydrogen filler materials.

SAE grade 5 U-bolts were used to fasten auxiliary dual wheels to the axles on a farm tractor. Under typical farm usage, the bolts are expected to have infinite life. However, several U-bolts made of 29 mm diam rod broke after less than 100 h of service. The bolt legs in which the failures occurred were all in the same position relative to the direction of wheel rotation. Visual examination showed the break was a fairly flat transverse fracture in the threaded section between the washer and the nut. The appearance of the fracture surfaces was characteristic of failure by low-cycle fatigue, with a smooth matte fatigue failure region showing beach marks and generally extending over about 40 to 60% of the fracture surface, which indicated severe overload. The point of initiation of fatigue was at the root of the last thread at the edge of the nut on the side toward this washer. The U-bolts fractured in fatigue because the bolt material had poor hardenability relative to the diam of the bolts. The bolt material was changed from 1045 steel to 1527 steel, a warm-finished low-alloy steel. The diameter of the bolts was reduced to 27.2 mm and the threads were rolled rather than cut.

A high-speed pinion gear shaft, part of a system that compresses natural gas, was analyzed to determine why it failed. An abnormal wear pattern was observed on the shaft surface beneath the inner race of the support bearings. Material from the shaft had transferred to the bearing races, creating an imbalance (enough to cause noise and fumes) that operators noted two days before the failure. Macrofeatures of the fracture surface resembled those of fatigue, but electron microscopy revealed brittle, mostly intergranular fracture. Classic fatigue features such as striations were not found. To resolve the discrepancy, investigators created and tested uniaxial fatigue samples, and the microfeatures were nearly identical to those found on the failed shaft. The root cause of failure was determined to be fatigue, and it was concluded that cracks on the pinion shaft beneath the bearings led to the transfer of material.

This article discusses the fundamental variables involved in fatigue-life assessment, which describe the effects and interaction of material behavior, geometry, and stress history on the life of a component. It compares the safe-life approach with the damage-tolerance approach, which employs the stress-life method of fatigue life assessment. The article examines the behavior of three different metallic materials used in the design and manufacture of structural components: steel, aluminum, and titanium. It also reviews the effects of retardation and spectrum load on component life. The article concludes with case studies of fatigue life assessment from the aerospace industry.

A Lynx helicopter from the Royal Netherlands Navy lost a rotor blade during preparation for take-off. The blade loss was due to failure of a rotor hub arm by fatigue. The arm was integral to the titanium alloy rotor hub. An extensive material based failure analysis covered the hub manufacture, service damage, and estimates of service stresses. There was no evidence for failure due to poor material properties. However, fractographic and fracture mechanics analyses of the service failure, a full scale test failure, and specimen test failures indicated that the service fatigue stress history could have been more severe than anticipated. This possibility was subsequently supported by a separate investigation of the assumed and actual fatigue loads and stresses.

The torque-arm assembly (aluminum alloy 7075-T73) for an aircraft nose landing gear failed after 22,779 simulated flights. The part, made from an aluminum alloy 7075-T73 forging, had an expected life of 100,000 simulated flights. Initial study of the fracture surfaces indicated that the primary fracture initiated from multiple origins on both sides of a lubrication hole that extended from the outer surface to the bore of a lug in two cadmium-plated flanged bushings made of copper alloy C63000 (aluminum bronze) that were press-fitted into each bored hole in the lug. Sectioning and 2x metallographic analysis showed small fatigue-type cracks in the hole adjacent to the origin of primary fracture. Hardness and electrical conductivity were typical for aluminum alloy 7075. This evidence supported the conclusion that the arm failed in fatigue cracking that initiated on each side of the lubrication hole since no material defects were found at the failure origin. Recommendations included redesign of the lubrication hole, shot peeing of the faces of the lug for added resistance to fatigue failure, and changing of the forging material to aluminum alloy 7175-T736 for its higher mechanical properties.

Bending fatigue caused crack propagation and catastrophic failures at several locations near the welds on the low-carbon steel tubular cargo box frame of police three-wheel motorcycles. ANSYS finite element analysis revealed that bending stresses in some of the frame members were aggravated by poor detail design between vertical and horizontal tubes. Stresses observed in the ANSYS analysis were not sufficient to cause the onset of fatigue. However when compounded by stress concentration factors and in-service dynamic loading, the frame could have been regularly subjected to stresses over the fatigue limit of the material. A strain gage static loading test verified FEM results, and finite element techniques were applied in the design of reinforcing members to renovate the frames. Material properties were determined and welding procedures specified for the reinforcing members. Inspection intervals were devised to avoid future problems.

A cast stainless steel femoral head replacement prosthesis fractured midway down the stem within 13 months of implantation. Visual examination showed severe “orange peel” around the fracture on the concave side. This effect was not observed on the convex side, which suggested fatigue fracture. Metallographic examination of samples revealed an extremely large grain size and corroborated fatigue fracture. Chemical analysis indicated that the material conformed to the requirements for type 316L stainless steel. Substandard-size tensile bars machined from another prosthesis from the same manufacturer showing identical grain sizes were used for mechanical testing. Tensile tests indicated that the material did not meet the manufacturer's stated strength criteria in the portion of the stem that fractured. The failure was attributed to low strength, which resulted in fatigue. The extremely coarse grain size was considered a major factor in strength reduction.

The US Army Research Laboratory performed a failure investigation on a broken main landing gear mount from an AH-64 Apache attack helicopter. A component had failed in flight, and initially prevented the helicopter from safely landing. In order to avoid a catastrophe, the pilot had to perform a low hover maneuver to the maintenance facility, where ground crews assembled concrete blocks at the appropriate height to allow the aircraft to safely touch down. The failed part was fabricated from maraging 300 grade steel (2,068 MPa [300 ksi] ultimate tensile strength), and was subjected to visual inspection/light optical microscopy, metallography, electron microscopy, energy dispersive spectroscopy, chemical analysis, and mechanical testing. It was observed that the vacuum cadmium coating adjacent to the fracture plane had worn off and corroded in service, thus allowing pitting corrosion to occur. The failure was hydrogen-assisted and was attributed to stress corrosion cracking (SCC) and/or corrosion fatigue (CF). Contributing to the failure was the fact that the material grain size was approximately double the required size, most likely caused from higher than nominal temperatures during thermal treatment. These large grains offered less resistance to fatigue and SCC. In addition, evidence of titanium-carbo-nitrides was detected at the grain boundaries of this material that was prohibited according to the governing specification. This phase is formed at higher thermal treatment temperatures (consistent with the large grains) and tends to embrittle the alloy. It is possible that this phase may have contributed to the intergranular attack. Recommendations were offered with respect to the use of a dry film lubricant over the cadmium coated region, and the possibility of choosing an alternative material with a lower notch sensitivity. In addition, the temperature at which this alloy is treated must be monitored to prevent coarse grain growth. As a result of this investigation and in an effort to eliminate future failures, ARL assisted in developing a cadmium brush plating procedure, and qualified two Army maintenance facilities for field repair of these components.

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.

The cause of fracture of two piston rods of hammers of a drop forge was determined. The first rod of 180 mm diam consisted of an unalloyed steel with 0.37% C and 0.67% Mn and had a strength of 56 kp/sq mm at 26% elongation. Fatigue fractures propagated from several points which could be recognized as flaky cracks already in the fracture, and which later were united. No material defects could be detected in the cross section parallel to the fracture plane except for these very short cracks. These comparatively insignificant defects were sufficient to cause the fracture during high impact fatigue stresses in the drop forge. The second piston rod of 120 mm diam consisted of a steel with 0.25% C and 1.00% Mn. It allegedly had 57 kp/sq mm tensile strength and 26% elongation. The basic structure of the 120 mm piston rod was ferritic-pearlitic and hardness of 155 Brinell was accordingly low, corresponding to approximately 53 kp/sq mm tensile strength. The incipient fractures had no connection with the material defects in this shaft and therefore the fracture could not have been caused by them. Probably the low strength of the piston rod was insufficient for the high stresses.

The clapper in a 250 mm diam disk valve (made from ASTM A36 steel, stress relieved and cadmium plated) fractured at the welded joint between the clapper and a 20 mm diam support rod (also made of same material). The valve contained a stream of gas consisting of 55% H2S, 39% CO2, 5% H2, and 1% hydrocarbons at 40 deg C and 55 kPa during operation. Voids on the fracture surface and evidence of incomplete weld penetration were revealed by examination. Brittle fracture was indicated by the overall appearance through some fatigue beach marks were observed. Very narrow bands of high hardness were revealed at the edges of the weld metal. It was revealed by chemical analysis of this band that a stainless steel filler metal had been used which produced mixed composition at the weld boundaries. The plating material was revealed to be nickel by chemical analysis. It was concluded that clapper failed by fatigue and brittle fracture because it was welded with an incorrect filler metal. A clapper assembly was welded with a low-carbon steel filler metal, then cadmium plated.

An axle shaft in an open-pit mining truck hauling overburden failed after operating for 27,000 h. Previous failures had resulted from longitudinal shear, but this had not, bringing material quality into question. Chemical analysis verified that the part was SAE4340 Ni-Cr-Mo alloy steel and thus met material specification. The failure was a result of torsional fatigue in the tensile plane, originating from one of several gouges around the splined radius of the shaft. The fatigue crack progressed for a large number of cycles before final fracture. The shaft met metallurgical requirements and should have withstood normal operating conditions. The spacing of the gouge marks coincided with the spacing of the splines, indicative of careless assembly with the mating wheel gear.