During testing of compressors under start/stop conditions, several helical suspension springs failed. The ensuing failure investigation showed that the springs failed due to fatigue. The analysis showed that during start/stop testing the springs would undergo both a lateral and axial deflection, greatly increasing the torsional stresses on the spring. To understand the fatigue limits under these test conditions, a bench test was used to establish the fatigue strength of the springs. The bench tests showed that the failed springs had an unacceptable surface texture that reduced the fatigue life. Based on an understanding of the compressor motion, a Monte Carlo model was developed based on a linear damage theory to predict the fatigue life of the springs during start/stop conditions. The results of this model were compared to actual test data. The model showed that the design was marginal even for springs with acceptable surface texture. The model was then used to predict the fatigue life requirements on the bench test such that the reliability goals for the start/stop testing would be met, thus reducing the risk in qualifying the compressor.

To samples of helical compression springs were returned to the manufacturer after failing in service well short of the component design life. Spring design specifications required conformance to SAE J157, “Oil Tempered Chromium Silicon Alloy Steel Wire and Springs.” Each spring was installed in a separate heavy truck engine in an application in which spring failure can cause total engine destruction. The springs were composed of chromium-silicon steel, with a hardness ranging from 50 to 54 HRC. Chemical composition and hardness were substantially within specification. Failure initiated from the spring inside coil surface. Examination of the fracture surface using scanning electron microscopy showed no evidence of fatigue. Final fracture occurred in torsion. X-ray diffraction analysis revealed high inner-diameter residual stresses, indicating inadequate stress relief from spring winding. It was concluded that failure initiation was caused by residual stress-driven stress-corrosion cracking, and it was recommended that the vendor provide more effective stress relief.

A helical compression spring with ten turns made of 1.8 mm thick wire which was under high pressure during tension applied to a rocker arm broke on the test stand in the third turn. The fracture was a torsion fracture that initiated in the highly loaded inner fiber and showed in its origin the characteristics of a fatigue fracture. A longitudinal fold was located at the fracture crack breakthrough which could still be observed at the fourth and fifth turns, where a further incipient crack originated. A metallographic section was made directly next to the fracture path and the fold was cut. It showed decarburized edges in the outer slanted part and this most likely occurred during rolling. The inner radially proceeding part, however, was probably a fatigue fracture originating in the fold. The fracture of this highly stressed spring was therefore accelerated by a rolling defect. In order to decrease the stress, the construction has meantime been modified.

The conical helical spring sealed, within each switch enclosure, fractured to lead to the failure of several electrical toggle switches. The spring was fabricated from 0.43 mm diam AISI type 302 stainless steel wires. Appreciable amount of scale was observed on the fracture surface and tool marks were revealed on the inner surface of the broken spring. A typical fatigue fracture that originated at a tool mark on the wire surface was revealed by inspection of a fracture surface of the broken springs. Regions which displayed beach marks around the fracture origin and parallel striations within the beach-mark regions were revealed by scanning electron microscopy. As a corrective measure, the spring-winding operation was altered to eliminate the tool marks.

A medium-carbon helical spring was installed in a machine assembly that was welded into its final location. Weld spatter was not prevented from landing on the wire surface by any shield. An elongated drop and two tiny droplets of metal were observed a short distance from the fracture. No droplets were revealed at the origin of the fracture, but it was assumed that a drop of molten metal landed at the origin. Adherence of the spatter drop was expected to have been affected by the opening and closing of the fatigue crack. Weld spatter bead was concluded to have caused the fatigue fracture.

Several of the springs, made of 1.1 mm diam Inconel X-750 wire and used for tightening the interstage packing ring in a high-pressure turbine, were found broken after approximately seven years of operation. Intergranular cracks about 1.3 mm in depth and oriented at an angle of 45 deg to the axis of the wire were revealed by metallographic examination. A light-gray phase, which had the appearance of liquid-metal corrosion, was observed to have penetrated the grains on the fracture surfaces. The spring wires were found to fracture in a brittle manner characteristic of fracture from torsional loading (along a plane 45 deg to the wire axis). Liquid-metal embrittlement was expected to have been caused by metals (Sn, Zn, Pb) which melt much below maximum service temperature of the turbine. The springs were concluded to have fractured by intergranular stress-corrosion cracking promoted by the action of liquid zinc and tin in combination with static and torsional stresses on the spring wire. As a corrective measure, Na, Sn, and Zn which were present in pigmented oil used as a lubricant during spring winding was cleaned thoroughly by the spring manufacturer before shipment to remove all contaminants.

This article discusses the common causes of failures of springs, with illustrations. Design deficiencies, material defects, processing errors or deficiencies, and unusual operating conditions are the common causes of spring failures. In most cases, these causes result in failure by fatigue. The article describes the operating conditions of springs, common failure mechanisms, and presents an examination of the failures that occur in springs.

This article describes the underlying fundamentals, applications, the relevance and necessity of performing proper stress analysis in conducting a failure analysis. It presents an introduction to the stress analysis of bodies containing crack-like imperfections and the topic of fracture mechanics. The fracture mechanics approach is an important part of stress analysis at the tips of sharp cracks or discontinuities. The article reviews fracture mechanics concepts, including linear elastic fracture mechanics, elastic-plastic fracture mechanics, and subcritical fracture mechanics. It also provides information on the applications of fracture mechanics in failure analysis.

This article describes concepts and tools that can be used by the failure analyst to understand and address deformation, cracking, or fracture after a stress-related failure has occurred. Issues related to the determination and use of stress are detailed. Stress is defined, and a procedure to deal with stress by determining maximum values through stress transformation is described. The article provides the stress analysis equations of typical component geometries and discusses some of the implications of the stress analysis relative to failure in components. It focuses on linear elastic fracture mechanics analysis, with some mention of elastic-plastic fracture mechanics analysis. The article describes the probabilistic aspects of fatigue and fracture. Information on crack-growth simulation of the material is also provided.

Several surgical tool failures were analyzed to understand why they occur and how to prevent them. The study included drills, catheters, and needles subjected to the rigors of biomedical applications such as corrosive environments, high stresses, sterilization, and improper cleaning procedures. Given the extreme conditions to which surgical tools can be exposed, and the potential for misuse, failures are inevitable and systematic methods for analyzing them are necessary to keep them in check.

This article commences with a summary of fatigue processes and mechanisms. It focuses on fractography of fatigue. Characteristic fatigue fracture features that can be discerned visually or under low magnification are described. Typical microscopic features observed on structural metals are presented subsequently, followed by a brief discussion of fatigue in nonmetals. The article reviews the various macroscopic and microscopic features to characterize the history and growth rate of fatigue in metals. It concludes with a description of fatigue of polymers and composites.

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.

An electric transport vehicle, similar to an electric trolley or subway rail car, experienced frequent breakdowns due to in-service fractures of torsion springs that support the weight of an overhead electric pickup assembly. Scanning electron microscopy and metallographic examinations determined that the fractures stemmed from electric arc damage. Intergranular quench cracks in the transformed untempered martensite on the surface of the spring provided crack initiations that propagated during operation causing fatigue fracture.

Life testing of cyclic loaded, miniature extension springs made of 17-7 PH stainless steel wire and AISI 302 Condition B stainless steel wire has shown end hook configuration to be a major source of weakness. To avoid cracking and subsequent fatigue failure, it was found that stress concentration depended on end hook bend sharpness. Also, interference fits are to be avoided in the end hooks of small springs. Additionally, a need for careful consideration of the stress-corrosion properties of candidate materials for spring applications has been demonstrated by stress-corrosion test results for 17-7 PH CH900 and for Custom 455 CH850 stainless steels. Laboratory testing of these two materials in the form of compression springs confirmed the superiority of the 17-7 PH over Custom 455.

Hardenability evaluation is typically applied to heat treatment process control, but can also augment standard metallurgical failure analysis techniques for steel components. A comprehensive understanding of steel hardenability is an essential complement to the skills of the metallurgical failure analyst. The empirical information supplied by hardenability analysis can provide additional processing and service insight to the investigator. The intent of this paper is to describe some applications of steel thermal response concepts in failure analysis, and several case studies are included to illustrate these applications.

A locked coil track rope (LCTR) is essentially composed of wires (round and rail-shaped) laid helically in different layers. These wire ropes are sometimes used in conveyors carrying empty and loaded buckets in mining areas. During service, such wire ropes may fail prematurely due to disintegration/failure of individual groups of wires. To understand the genesis of LCTR wire failures, a detailed metallurgical investigation of failed rope wires was made and included visual examination, optical microscopy, scanning electron microscopy (SEM), and electron probe microanalysis (EPMA). Two types of failed wires were investigated; one is from a 40 mm diameter locked coil track rope and the other from a 53 mm locked coil track rope. Optical microscopy of failed round wires in the 53 mm diameter rope clearly revealed fully decarburized layers at the surface and a few grain-boundary cracks. From the location of the failure, it was clear that apart from static tensile loads, the wire ropes had been subjected to bending and unbending loads near the saddle, as fully loaded or empty buckets traveled access the conveyor. The SEM studies confirmed that the fracture had been caused by initiation of fatigue cracks in the decarburized zone under conditions of repeated bending and unbending stresses superimposed on the static tensile load.

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.

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.

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.

This article aims to identify and illustrate the types of overload failures, which are categorized as failures due to insufficient material strength and underdesign, failures due to stress concentration and material defects, and failures due to material alteration. It describes the general aspects of fracture modes and mechanisms. The article briefly reviews some mechanistic aspects of ductile and brittle crack propagation, including discussion on mixed-mode cracking. Factors associated with overload failures are discussed, and, where appropriate, preventive steps for reducing the likelihood of overload fractures are included. The article focuses primarily on the contribution of embrittlement to overload failure. The embrittling phenomena are described and differentiated by their causes, effects, and remedial methods, so that failure characteristics can be directly compared during practical failure investigation. The article describes the effects of mechanical loading on a part in service and provides information on laboratory fracture examination.