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 recurring piston shaft failure problem on the billet-loading tray of an extrusion press was investigated. Two shafts fractured within a period of 10 days. The shaft was machined from normalized EN3 (AISI C1022) steel stock without further treatment. Visual, microstructural, chemical, and mechanical (hardness and tensile properties) analyses of failed shaft specimens were conducted. The examinations showed that the shafts had failed by fatigue. It was recommended that a low-alloy steel (e.g., 3% Ni-Cr) in the hardened and tempered condition and subjected to shot-peening surface-hardening treatment be used. The provision of a stop to reduce bending stresses was also recommended.

A 4340 steel shaft, the driving member of a large rotor subject to cyclic loading and frequent overloads, broke after three weeks of operation. The driving shaft contained a shear groove at which the shaft should break if a sudden high overload occurred, thus preventing damage to an expensive gear mechanism. The rotor was subjected to severe chatter, which was an abnormal condition resulting from a series of continuous small overloads occurring at a frequency of around three per second. Investigation (visual inspection, hardness testing, and hot acid etch images) supported the conclusion that the basic failure mechanism was fracture by torsional fatigue, which started at numerous surface shear cracks, both longitudinal and transverse, that developed in the periphery of the root of the shear groove. These shear cracks resulted from high peak loads caused by chatter. The shear groove in the shaft had performed its function, but at a lower overload level than intended. Recommendations included increasing the fatigue strength of the shaft by shot peening the shear groove to minimize chatter.

The 11 mm diam 8 x 19 fiber-core rope, constructed from improved plow steel wire, on the cleaning-line crane failed while lifting a normal load of coils after five weeks of service. Several broken wires and fraying of the fiber core were revealed by visual examination of a section of the wire rope adjacent to the fracture. Fatigue cracks originating from both sides of the wire were revealed by microscopic examination of a longitudinal section of a wire. The diam of the sheave on the bale (27 cm) was found to be slightly below that specified for the 11 mm diam rope. It was observed that the sudden shock received by the hook in rolling the coils over the edge of the rinse tank after pickling caused vibration which was most severe at the clamped end of the rope. It was concluded that this caused the fatigue failure of the rope. As a corrective measure, the diam of the sheave was increased to 33 cm and pitched roll plates were installed between the tanks where rolling of coils was required.

Several wires in aluminum conductor cables fractured within 5 to 8 years of, service in Alaskan tundra. The cables were comprised of 19-wire strands; the wires were aluminum alloy 6201-T81. Visual and metallographic examinations of the cold-upset pressure weld joints in the wires established that the fractures were caused by fatigue loading attributable to wind/thermal factors at the joints. The grain flow at the joints was transverse to the wire axis, rendering the notches of the joints sensitive to fatigue loading. An additional contributory factor was intergranular corrosion, which assisted fatigue crack initiation/propagation. The failure was attributed to the departure of conductor quality from the requirements of ASTM B 398 and B 399, which specify that “no joints shall be made during final drawing or in the finished wire” and that the joints should not be closer than 15 m (50 ft). The failed cable did not meet either criterion. It was recommended that the replacement cable be inspected for strict compliance to ASTM requirements.

Upon arrival at the erection site, an AISI type 316L stainless steel tank intended for storage of fast breeder test reactor coolant (liquid sodium) exhibited cracks on its shell at two of four shell/nozzle fillet-welded joint regions. The tank had been transported from the manufacturer to the erection site by road, a distance of about 800 km (500 mi). During transport, the nozzles were kept at an angle of 45 deg to the vertical because of low clearance heights in road tunnels. The two damaged joints were unsupported at their ends inside the vessel, unlike the two uncracked nozzles. Surface examination showed ratchet marks at the edges of the fracture surface, indicating that loading was of the rotating bending type. Electron fractography using the two-stage replica method revealed striation marks characteristic of fatigue fracture. The striations indicated that the cracks had advanced on many “mini-fronts,” also indicative of nonuniform loading such as rotating bending. It was recommended that a support be added at the inside end of the nozzles to rigidly connect with the shell. In addition to avoiding transport problems, this design modification would reduce fatigue loading that occurs in service due to vibration of the nozzles during filling and draining of the tank.

Crane collapse due to bolt fatigue and fatigue failure of a crane support column, crane tower, overhead yard crane, hoist rope, and overhead crane drive shaft are described. The first four examples relate to the structural integrity of cranes. However, equipment such as drive and hoist-train components are often subject to severe fatigue loading and are perhaps even more prone to fatigue failure. In all instances, the presence of fatigue cracks at least contributed to the failure. In most instances, fatigue was the sole cause. Further, in each case, with regular inspection, fatigue cracks probably would have been detected well before final failure.

Two type 316L stainless steel orthopedic screws broke approximately 6 weeks after surgical implant. The screws had been used to fasten a seven-hole narrow dynamic compression plate to a patient's spine. The broken screws and screws of the same vintage and source were examined using macrofractography, SEM fractography, and hardness testing. Fractography established that fracture was by fatigue and that the fatigue cracking originated at corrosion pits. Hardness while below specification, still indicated that the screws were in the cold-worked condition and notch sensitive during fatigue loading. Use of a steel with a higher molybdenum content (317L) in the annealed condition was recommended.

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.

An AMS 4126 (7075-T6) aluminum alloy impeller from a radial inflow turbine fractured during commissioning. Initial examination showed that two adjacent vanes had fractured through airfoils in the vicinity of the vane leading edges, and one vane fractured through an airfoil near the hub in the vicinity of the vane trailing edge. Some remaining vanes exhibited radial and transverse cracks in similar locations. Binocular and scanning electron microscope examinations showed that the cracks had been caused by high-cycle fatigue and had progressed from multiple origins on the vane surface. Structural analysis indicated that the fatigue loading probably had been caused by forced excitation, resulting in the impeller vibrating at its resonant frequency. It was recommended that the impeller design, control systems, and material of construction be changed.

Two type 420 martensitic stainless steel load cell bodies, which had been installed under two of the four legs of a milk storage tank failed in service. The failure occurred near a change in section and involved fracture of the entire cross section. Examination showed a brittle fracture that was preceded by a small fatigue region. Pitting corrosion was evident at the fracture origin. The areas around the load cells had been subjected to regular washdowns using high-pressure hot water, and the pitting was attributed to crevice corrosion between the load cell and the holddown bolts. Prevention of such corrosion by the use of a flexible sealant to eliminate the crevice was recommended.

A stick-shift from an automobile transmission failed in service. Failure occurred by stable fatigue crack propagation at locations R and L. Plausibly, the crack initiated at location R due to maximum tensile stress, which was perhaps further concentrated by a surface imperfection. As the crack progressed, the service load shifted to the section marked L. This overload on location L appears to have caused another fatigue crack that propagated first over the smooth-banded region. Catastrophic failure occurred when the component became unstable under the applied load.

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.

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.

The radial-contact ball bearings (type 440C stainless steel and hardened) supporting a computer microdrum were removed for examination as they became noisy. Two sizes of bearings were used for the microdrum and a spring washer that applied a 50 lb axial load on the smaller bearing was installed in contact with the inner ring for accurate positioning of the microdrum. The particles contained in residue achieved after cleaning of the grease on bearings with a petroleum solvent were attracted by a magnet and detected under a SEM (SEM) to be flaked off particles from the outer raceway surface. Smearing, true-brinelling marks, and evidence of flaking caused by the shifting of the contact area (toward one side) under axial load, was revealed by SEM investigation of one side of the outer-ring raceway. The true-brinelling marks on the raceways were found to be caused by excessive loading when the bearing was not rotating or during installation. It was concluded that the bearings had failed in rolling-contact fatigue. The noise was eliminated and the preload was reduced to 30 lb by using a different spring washer as a corrective measure.

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.

A crack was discovered in a cast steel (ASTM A 356, grade 6) steam turbine casing during normal overhaul of the turbine. The mechanical properties of the casting all exceeded the requirements of the specification. When the fracture surface was examined visually, an internal-porosity defect was observed adjoining a tapped hole. A second, much larger cavity was also detected. Investigation (visual inspection and 7500x SEM fractographs) supported the conclusions that failure occurred through a zone of structural weakness that was caused by internal casting defects and a tapped hole. The combination of cyclic loading (thermal fatigue), an aggressive service environment (steam), and internal defects resulted in gradual crack propagation, which was, at times, intergranular-with or without corrosive attack-and, at other times, was transgranular.

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.

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.

Two blade-detachment failures in large (600 kW) wind turbine generators were investigated. In the first case, bolt failures were established as the initial failure event. A fatigue crack reached a critical length, fast fracture developed and was then arrested as the bolt unloaded. Crack growth resumed when loading increased with cracking or fracture of adjacent bolts. The problem was identified as one of insufficient preload on the bolts. In the second failure on a different unit, a retaining nut on a blade assembly split, allowing a roller bearing to slide off a shaft and a blade to separate at its attachment hub. The failure was observed to be by fatigue. It was determined that pieces of the outer retaining rib (or flange) on the bearing inner cage had fractured by fatigue and were trapped between the nut and the bearing, producing excessive cyclic loading on the nut by a wedging action as the blade pitch adjusted during a revolution. Fatigue of the rim occurred as a result of inadequate lubrication in the bearing, which led to load transfer across the rollers, onto the rim.