Fatigue failure of engineering components and structures results from progressive fracture caused by cyclic or fluctuating loads. Fatigue is an important potential cause of mechanical failure, because most engineering components or structures are or can be subjected to cyclic loads during their lifetime. This article focuses on fractography of fatigue. It provides an abbreviated summary of fatigue processes and mechanisms: fatigue crack initiation, fatigue crack propagation, and final fracture,. Characteristic fatigue fracture features that can be discerned visually or under low magnification are then described. Typical microscopic features observed on structural metals are presented subsequently, followed by a brief discussion on fatigue in polymers and polymer-matrix composites.

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.

Thermomechanical fatigue (TMF) is the general term given to the material damage accumulation process that occurs with simultaneous changes in temperature and mechanical loading. TMF may couple cyclic inelastic deformation accumulation, temperature-assisted diffusion within the material, temperature-assisted grain-boundary evolution, and temperature-driven surface oxidation, among other things. This article discusses some of the major aspects and challenges of dealing with TMF life prediction. It describes the damage mechanisms of TMF and covers various experimental techniques to promote TMF damage mechanisms and elucidate mechanism coupling interactions. In addition, life modeling in TMF conditions and a practical application of TMF life prediction are presented.

An 8640 steel shaft installed in a fuel-injection-pump governor that controlled the speed of a diesel engine used in trucks and tractors broke after few days of operation. The mechanism that drove the shaft was designed to include a slip clutch to protect the governor shaft from shock loading. It was revealed by visual examination that the fracture had initiated in the sharp corner at the bottom of a longitudinal hole which was part of a force feed lubricating system. Beach marks were observed on the fracture surfaces. It was revealed by further examination that the slip clutch was removed in an effort to reduce cost and hence the shaft was subjected to increased vibration and shock loading. Insufficient fatigue limit of the shaft was revealed by fatigue testing of the shafts taken from stock in a rotating-beam machine. As a corrective measure, the fatigue limit of shafts was increased to 760 MPA by nitriding for 10 h at 515 deg C.

A structure had been undergoing fatigue testing for several months when a post-like member heat treated to a tensile strength of 1517 to 1655 MPa (220 to 240 ksi) ruptured. The fracture occurred in the fillet of the post that contacted the edge of a carry-through box bolted to the member. At failure, the part was receiving a second set of loads up to 103.6% of design load. Visual investigations showed rubbing and galling of the fillet. Microscopic and metallographic examination revealed beach marks on the fracture surface and evidence of cold work and secondary cracking in the rubbed and galled area. Electron fractography confirmed that cracking had initiated at a region of tearing and that the cracks had propagated by fatigue. Mechanical properties of all specimens exceeded the minimum values specified for the post. This evidence supports the conclusion that fatigue was the primary cause of failure. Rubbing of the faying surfaces worked the interference area on the post until small tears developed. These small tears became stress-concentration points that nucleated fatigue cracks. Recommendations included rounding the edge of the box in the area of contact with the post to ensure a tangency fit.

A pushrod made by inertia welding two rough bored pieces of bar stock installed in a mud pump fractured after two weeks in service. The flange portion was made of 94B17 steel, and the shaft was made of 8620 steel. It was disclosed by visual examination that the fracture occurred in the shaft portion at the intersection of a 1.3 cm thick wall and a tapered surface at the bottom of the hole. The fatigue crack was influenced by one-way bending stresses initiated at the inner surface and progressed around the entire inner circumference. A heavily decarburized layer was detected on the inner surface of the flange portion and sharp corner was found at the intersection of the sidewall and bottom of the hole. It was concluded that the stress raiser due to the abrupt section change was accentuated by decarburized layer. As a corrective measure, the design of the pushrod was changed to a one-piece forging and circulation of atmosphere during heat treatment was permitted through a hole drilled in the flange end of the rod to avoid decarburization.

Plunger shafts machined from 4150 steel bar stock were involved in a series of fatigue failures. The fractures consistently occurred at two locations on the shafts: the shaft fillet and either side of a machined notch. The material specification for the shafts required 41xx series steel with a carbon content of 0.38 to 0.53%, a hardness of 35 to 40 HRC for the shaft, and a hardness of 50 to 55 HRC for the notch (which was case hardened). Analysis (visual inspection, chemical analysis, hardness testing, and magnetic particle inspection) supported the conclusions that all the fractures were fatigue-induced failures due to sharp radii in the fillets. The stress-concentrating effects of the fillets caused fatigue cracks to initiate and grow under cyclic loading until the crack depth was critical, causing the shaft to fail and rendering the assembly inoperative. Recommendations included increasing the radii of the notch and shaft fillets. If fatigue cracking had continued to be a problem with this component, shot peening of the subject radii would be appropriate. This process produces residual compressive stresses in the surface of the part, thereby retarding initiation of fatigue cracks.

Stainless steel liners (AISI type 321) used in bellows-type expansion joints in a duct assembly installed in a low-pressure nitrogen gas system failed in service. The duct assembly consisted of two expansion joints connected by a 32 cm (12 in.) OD pipe of ASTM A106 grade B steel. Elbows made of ASTM A234 grade B steel were attached to each end of the assembly, 180 deg apart. A 1.3 mm (0.050 in.) thick liner with an OD of 29 cm (11 in.) was welded inside each joint. The upstream ends were stable, but the downstream ends of the liners remained free, allowing the components to move with the expansion and contraction of the bellows. Investigation (visual inspection, hardness testing, and 30x fractographs) supported the conclusion that the liners failed in fatigue initiated at the intersection of the longitudinal weld forming the liner and the circumferential weld by which it attached to the bellows assembly. Recommendations included increasing the thickness of the liners from 1.3 to 1.9 mm (0.050 to 0.075 in.) in order to damp some of the stress-producing vibrations.

A cast countershaft pinion on a car puller for a blast furnace broke after one month of service; expected life was 12 months. The pinion was specified to be made of 1045 steel heat treated to a hardness of 245 HRB. The pinion steel was analyzed and was a satisfactory alternative to 1045 steel. The pinion was annealed before flame or induction hardening of the teeth to a surface hardness of 363 HRB and a core hardness of 197 HRB. The broken pinion had a tooth which had failed by fatigue fracture through the tooth root because of the low strength from incomplete surface hardening of the tooth surfaces. Contributing factors included uneven loading because of misalignment and stress concentrations in the tooth roots caused by tool marks. Greater strength was provided by oil quenching and tempering the replacement pinions to a hardness of 255 to 302 HRB. Machining of the tooth roots was revised to eliminate all tool marks. Surface hardening was applied to all tooth surfaces, including the root. Proper alignment of the pinion was ensured by carefully checking the meshing of the teeth at startup.

Each of the ten studs on one wheel of a semitrailer used to haul coal broke in half while the trailer was in operation. Both halves of each of three studs were sent to the laboratory to determine the cause of failure. Visual examination of the fracture surfaces of the studs disclosed beach marks, indicative of fatigue cracking, starting at opposite sides of each stud, with final fracture occurring across the stud. Each failure occurred in the first thread of the stud. It was concluded that the wheel studs fractured by reversed-bending fatigue. To minimize the possibility of a recurrence, the wheel nuts were tightened with an air impact wrench to a torque of 610 to 678 J (450 to 500 ft · lb) dry. All wheel studs were checked at normal maintenance periods to ensure uniform and proper loading, and no further failures occurred.

A connecting cap from a truck engine fractured after 65,200 km (40,500 mi) of normal service. The cap was made from a 15B41 steel forging and was hardened to 29 to 35 HRC. Visual examination of the fracture surface disclosed an open forging defect across one of the outer corners of the cap. The defect extended approximately 9.5 mm (3/8 in.) along the side of the cap. The fracture surface exhibited beach marks typical of fatigue. The surface of the defect was stained, indicating that oxidation occurred either in heat treatment or in heating during forging. Deep etching of the fracture surface revealed grain flow normal for this type of forging, but no visible defects. 400x metallographic examination of a section through the fracture surface showed that the microstructure was an acceptable tempered martensite. However, oxide inclusions were present at the fracture surface. This evidence supported the conclusion that fatigue fracture initiated at a corner of the cap from a forging defect that extended to the surface. Fatigue cracking was propagated by cyclic loading inherent in the part. Recommendations included more careful fluorescent magnetic-particle inspection of the forged surfaces before machining and before putting the part into service.

A drive-line assembly failed during vehicle testing. The vehicle had traveled 9022 km (5606 mi) before the failure occurred. Both the intact and fractured parts of the assembly were analyzed to determine the cause and sequence of failure. Visual examination of the assembly showed three of four bearing caps, two cap screws, and one universal-joint spider had fractured. Examination of the three fractured bearing caps and the spider showed no evidence of fatigue but showed that fracture occurred in a brittle manner. The bearing cap that was not destroyed still contained portions of the two fractured cap screws. It was found that the two cap screws failed in fatigue under service stresses. The three bearing caps and the universal-joint spider broke in a brittle manner. The properties of the material in the cap screws did not fulfill the specifications. The modified 1035 steel was of insufficient alloy content. Also, the tensile strength and endurance limit were lower than specified and were inadequate for the application. The material for the cap screw was changed from modified 1035 steel to 5140 steel.

A sand-cast medium-carbon steel heavy-duty axle housing, which had been quenched and tempered to about 30 HRC, fractured after almost 5000 h of service. Investigation (0.4x magnification) revealed that the fracture had been initiated by a hot tear that formed during solidification of the casting. The mass of a feeder-riser system located near the tear retarded cooling in this region, creating a hot spot. This supported the conclusion that the tear causing the fracture of the axle housing was formed during solidification by hindered contraction and was enlarged in service by fatigue. Recommendations were to change the feeder location to eliminate the hot spot and thus the occurrence of hot tearing.

The A2 tool steel mandrel, part of a rolling tool used for mechanically joining two tubes was fractured after making five rolled joints. A 6.4 mm diam hole was drilled by EDM through the square end of the hardened mandrel due to difficulty was experienced in withdrawing the tool. The fracture progressed into the threaded section and formed a pyramid-shape fragment after it was initiated at approximately 45 deg through the hole in the square end. An irregular zone of untempered martensite with cracks radiating from the surface of the hole (result of melting around hole) was revealed by metallographic examination. A microstructure of fine tempered martensite containing some carbide particles was exhibited by the core material away from the hole. Brittle fracture characteristics with beach marks were exhibited by the fracture surfaces which is characteristic of a torsional fatigue fracture. As a corrective measure, the hole through the square end of the mandrel was incorporated into the design of the tool and was drilled and reamed before heat treatment and specified hardness of the threaded portion and square end of the mandrel was reduced.

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.

One of six cables on a passenger elevator was found fractured during a routine inspection. The cable is made of 16-mm steel wire rope designated 8 x 19 G Preformed Extra High Strength Special Traction Elevator Cable with fiber core. Samples of wire from the cable revealed two types of fractures: flat-type fractures were observed in 1.2 and 1 mm diam wires and cup-and-cone fractures were observed in 0.6 mm diam wires. A nick observed in the side of one of the larger wires was found to be rusted. Beach marks radiating inward, indicative of fatigue cracking, were also revealed. The smaller wires were found to be slightly oxidized and behaved in a ductile manner under excessive loads before ultimate failure. Flat-type fractures were believed to have resulted from cyclic torsional stresses along with longitudinal cracking. Restriction of free movement of the socket-end in the shackle was found to have promoted fracture due to increased magnitude of stresses. Mechanical damage to surfaces of wires was concluded to be sufficient to cause fatigue cracking under the stresses encountered in service.

A type 316L stainless steel angled plate failed. The fatigue fracture was found to have occurred at a plate hole. Symmetric cyclic bending forces were revealed by the fatigue damage at the fracture edge at the top surface of the plate. Fatigue striations and slip bands produced on the surface during cyclic loading were observed. The material was showed by the deformation structure to be in the cold-worked condition and was termed to not be the cause of the implant failure.

The case and stiffener of an inner-combustion-chamber case assembly failed by completely fracturing circumferentially around the edge of a groove arc weld joining the case and stiffener to the flange. The assembly consisted of a cylindrical stiffener inserted into a cylindrical case that were both welded to a flange. The case, stiffener, flange, and weld deposit were all of nickel-base alloy 718. It was observed that a manual arc weld repair had been made along almost the entire circumference of the original weld. Investigation (visual inspection, 0.5x macrographs, and 10x etched with 2% chromic acid plus HCl views) supported the conclusions that failure was by fatigue from multiple origins caused by welding defects. Ultimate failure was by tensile overload of the sections partly separated by the fatigue cracks. Recommendations included correct fit-up of the case, stiffener, and flange and more skillful welding techniques to avoid undercutting and unfused interfaces.

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 steering knuckle used on an earthmover failed in service. The component fractured into a flange portion and a shaft portion. The flange was 27.9 cm (11 in.) in diam around which there were 12 evenly spaced 16 mm diam bolt holes. The shaft was hollow with a 10.5 cm (4 in.) OD and a wall thickness of 17 mm. The steering knuckle was made of 4340 steel and heat treated to a hardness of about 415 HRB (yield strength of about 1069 MPa, or 155 ksi). The vehicle had been involved in a field accident six months before the steering knuckle failed. Several components, including portions of the frame, had been damaged and replaced, but there was no observed damage to the steering. Analysis supported the conclusion that the fracture was the result of the prior accident, the most likely explanation being that the shaft was bent and that continued use caused a crack to initiate and propagate to fracture. No evidence of a defective design, improper microstructure, high inclusion count, or other stress-raising condition was observed. No recommendations were made.