A number of failures involving carbon and alloy steels were analyzed to assess the effects of inclusions and their influence on mechanical properties. Inclusions, including brittle oxides and more ductile manganese sulfides (MnS), affect fatigue endurance limit, fatigue crack propagation rates, fracture toughness, notch toughness, and transverse tensile properties, and do so in an anisotropic manner with respect to rolling direction. Significant property anisotropy has been documented in the failures investigated, providing evidence that designers failed to account for it. Typical fracture morphologies observed in such cases and metallographic appearances of MnS-containing materials are illustrated.

The cause of the fatigue failure in the retaining ring of the compressor region of an aero-engine turbine was found to be the presence of a high concentration of nonmetallic inclusions. The results of chemical analysis were used to estimate the phases present. The most frequently observed inclusions were spinel solid solutions of the type MO middot; N2O3, where M = Fe, Mn, or Mg and N = Cr or Al. The detrimental inclusions were corundum, calcium aluminates, cristobalite, and silicates. The most detrimental phases were traced on the surfaces of the specimens fractured using impact loading; the comparison is being made with the polished surfaces and the tensile specimen fracture surfaces. The inclusions in the failed retaining ring were compared with the ones in a similar component obtained from a used engine. In the case of the latter, a large number of fine and elongated (Mn, Cr, Fe)S inclusions were present along with spinels. The nondeformable, rigid oxide particles are considered more undesirable than the sulfides as far as fatigue life of the component is concerned. It has been reported that the presence of sulfides may eliminate the stresses due to oxides.

There was a large incidence of surface defects on the crank pins and journals and other areas of crank shafts of a high power automotive engine. The steel used was a Cr-Mo type of nitriding steel. Metallographic observations conclusively proved that the defective areas were entrapment of foreign bodies, resulting from steel making/deoxidizing/teeming stages. The occasionally globular nature of the foreign particles suggested these were formed at the liquid condition of the steel. The ratio of Mn-Si as seen on electron probe microanalysis also suggested the globules high in Mn content might have resulted in deoxidizing stage. Particularly the absence of Fe in some areas in the inclusion was indicative of precipitation deoxidation by ferromanganese/ferrosilicon. The defects apparently did not have time to coalesce and rise up to the top.

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.

A cast steel bracket manufactured in accordance with ASTM A 148 grade 135/125 steel failed in railroad maintenance service. Ancillary property requirements included a 285 to 331 HB hardness range and minimum impact energy of 27 J (20 ft·lbf) at -40 deg C (-40 deg F). The conditions at the time of failure were characterized as relatively cold. Investigation (visual inspection, chemical analysis, and unetched 119x and 2% nital etched 119x SEM images) supported the conclusion that the bracket failed through brittle overload fracture due to a number of synergistic factors. The quenched-and-tempered microstructure contained solidification shrinkage, inherently poor ductility, and type II Mn-S inclusions that are known to reduce ductility. The macro and microscale fracture features confirmed that the casting was likely in low-temperature service at the time of failure. The composition and mechanical properties of the casting did not satisfy the design requirements. Recommendations included exerting better composition control, primarily with regard to melting, deoxidation, and nitrogen control. Better deoxidation practice was recommended to generate the more desirable Mn-S inclusion morphology, and reevaluation of the casting design was suggested to minimize shrinkage.

Microstructural examinations on transverse cross sections of a steam reformer tube, showed the presence of large macrovoids elongated in the radial direction and emanating from the internal surface of the tube. The macrovoids were located at the interdendritic regions, and were partially filled by a Mn-Fe bearing chromium oxide film. The areas adjacent to the oxide film were chemically depleted in C, Cr and Mn and rich in Fe and Ni. Associated with this depletion were a large concentration of microvoids. It was suggested that the dissolution of carbides in areas surrounding the macrovoids and the concentration of stresses at their tips, caused extensive localized plastic deformation which led to the formation of microvoids and subsequently to the spalling of the oxide film. The non-protective character of the film induced a progressive deterioration of the grain boundaries properties. Grain boundary sliding and dislocation motion were enhanced, causing a local increase in the steady state strain rate and the premature failure of the tube.

An extensive metallurgical investigation was carried out on samples of a failed roller bearing from the support and tilting system of a basic oxygen furnace converter used in the steel melting shop of an integrated steel plant. The converter bearing was fabricated from low-carbon, carburizing grade steel and had failed in service within a year of fitting to a repaired shaft. Microscopic observations of both the broken roller and inner-race samples revealed subsurface cracking and preponderance of brittle oxide and other macroinclusions. Electron probe microanalysis studies confirmed that the brittle oxides that formed stringers were alumina, and the other macroinclusions were complex silicates. Both the alumina and silicate inclusions were deleterious to contact-fatigue properties. Microstructurally, the carburized regions of the broken roller and of inner-race samples contained high-carbon tempered martensite. Microhardness measurements revealed that. Although the core hardness of the roller and the inner-race samples were similar, the surface hardness of the roller was approximately 8.5 HRC units harder than that of the inner-race. SEM observations of the roller fracture surface revealed striations indicative of fatigue, and EDS analyses corroborated a high incidence of silicate inclusions at crack sites. The study suggests that the failure of the bearing occurred because the hardness difference between the roller bearing and the inner-race surfaces resulted in wear of the inner-race. The wear led to shaft misalignment and play during service. The misalignment, coupled with the presence of inclusions, caused fatigue failure of the roller bearing.

Wire ropes, pulleys, counterweights, and connecting systems are used for auto tensioning of contact wires of electric railways. A wire rope in one such auto tensioning system suffered premature failure. Failure investigation revealed fatigue cracks initiating at nonmetallic inclusions near the surface of individual wire strands in the rope. The inclusions were identified as Al-Ca-Ti silicates in a large number of stringers, and some oxide and nitride inclusions were also found. The wire used in the rope did not conform to the composition specified for AISI 316 grade steel, nor did it satisfy the minimum tensile strength requirements. Failure of the wire rope was found to be due to fatigue; however, the ultimate fracture of the rope was the result of overload that occurred after fatigue failure had reduced the number of wire strands supporting the load.

The genesis of failure of 6.1 mm thick electric resistance welded API 5L X-46 pipes during pretesting at a pressure equivalent to 90% of specified minimum yield strength was investigated. Cracks were found to initiate on the outer surface of the pipes in the fusion zone and propagate along the through-thickness direction. The presence of extensive decarburization and formation of a soft ferrite band within the fusion zone may have contributed to the nucleation of the cracks. Crack propagation was aided by the presence of exogenous inclusions entrapped within the fusion zone. Analysis of these inclusions confirmed the presence of Fe, Si, Ca, and O, indicating slag entrapment to be the most probable culprit.

Carbon steel axle forgings were rejected due to internal cracks observed during final machining. To determine the cause of the cracks, the preforms of the forging were analyzed in detail at each stage of the forging. The analysis revealed a large central burst in the intermediate stage of the forging preform, which subsequently increased in the final stage. A high upset strain during forging, especially in the final stage, accentuated the center burst by high lateral flow of the metal. It was concluded that the center burst of the axle forging resulted from a high concentration of nonmetallic inclusions in the central portion of the raw bar stock rather than the usual problem of improper forging temperature. Strict control over the inclusion content in the raw material by changing the vendor eliminated the problem.

A number of machined end frame steel forgings made of Cr-Si-Mn alloy showed tiny cracks during magnetic particle inspection after heat treatment. The cracks were mostly confined to base edges and fillet radius. No significant abnormality was observed in chemical composition and microstructure. SEM, optical microscopy, and gas analysis revealed that the subsurface discontinuous cracks at the bore edges and in the fillet radius of the heat-treated end frame component had occurred due to hydrogen embrittlement, and not because of faulty heat treatment. This conclusion was supported by the presence of cracklike indications in machined bore surface of the annealed part.

An intergranular stress-corrosion cracking failure of 304 stainless steel pipe in 2000 ppm B as H3BO3 + H2O at 100 deg C was investigated. Constant extension rate testing produced an intergranular type failure in material in air. Chemical analysis was performed on both the base metal and weld material, in addition to fractography, EPR testing and optical microscopy in discerning the mode of failure. Various effects of Cl-, O2 and MnS are discussed. Results indicated that the cause of failure was the severe sensitization coupled with probable contamination by S and possibly by Cl ions.

Two 38 mm (1.5 in.) diam threaded stud bolts that were part of a steel mold die assembly from a plastics molding operation were examined to determine their serviceability. Chemical analysis showed the material to be a plain carbon steel that approximated 1045. Visual examination revealed evidence of severe hammer blows to the clevis and boss areas and a gap between the die and the underside of the boss. Magnetic particle inspection showed cracks at the thread roots that, when examined metallographically, were found to contain MnS stringers. The cracking of the threads was attributed to a poor stud bolt design, which allowed a high stress concentration to occur at the base of the threads upon application of a lateral load. It was recommended that bolts of a new design that incorporated a stress-relieving groove be used. Threading of the bolt to eliminate the gap between the lower face of the boss and the die and an improved method of inserting or removing the bolt to avoid hammering (use of a wrench on a square or hexagonal boss) were also recommended.

Sucker-rod pumps are operating in very aggressive environments in oil well production. The combined effect of a corrosive environment and significant mechanical loads contribute to frequent cases of failure of the rod string during operation. Standards and recommendations have been developed to control and avoid those failures. This study presents various failure cases of sucker rods in different applications. The heat treatment of the steel material and the resulting microstructure are an important factor in the behavior of the sucker rod. A spheroidized microstructure presents a weaker resistance to corrosion affecting the rod life. Non-metallic inclusions are a pitting preferential site leading to fatigue crack initiation. Heterogeneous microstructure as banded martensite and ferrite/pearlite decreases the ductility of the material affecting the fatigue propagation resistance.

A failed crosshead of an industrial compressor was examined using optical and SEM. The crosshead was an ASTM A148 grade 105-85 steel casting. On the basis of the observations reported and available background information, it was concluded that the failure began with the initiation of cracks at slag inclusions and sharp fillets in weld-repair areas in the casting. The weld-repair procedures were unsatisfactory. The cracks propagated in a fatigue mode. he casting quality was judged unacceptable because of the presence of excessive shrinkage porosity. It was recommended that crosshead castings be properly inspected before machining. Revision of foundry practice to reduce or eliminate porosity was also recommended.

After two weeks of operation, a poppet used in a check valve to control fluid flow and with a maximum operating pressure of 24 MPa (3.5 ksi) failed during operation. Specifications required that the part be made of 1213 or 1215 rephosphorized and resulfurized steel. The poppet was specified to be case hardened to 55 to 60 HRC, with a case depth of 0.6 to 0.9 mm (0.025 to 0.035 in.); the hardness of the mating valve seat was 40 HRC. Analysis showed that the fracture occurred through two 8 mm (0.313 in.) diam holes at the narrowest section of the poppet. The valve continued to operate after it broke, which resulted in extensive loss of metal between the holes. 80x micrograph and 4x macrograph of a 5% nital etched longitudinal section, and chemical analyses showed the poppet did fit 1213 or 1215 specs. However, hardness measurements showed surface hardness was excessive-61 to 65 HRC instead of the specified 55 to 60 HRC. Thus, the poppet failed by brittle fracture, and cracking occurred across nonmetallic inclusions. Recommendation was to redesign the valve with the poppet material changed to 4140 steel, hardened, and tempered to 50 to 55 HRC.

Cluster bomb tailcone assemblies each containing two aluminum die-cast components were rejected because of the poor surface condition of the die castings. Numerous heat checks were found on the surfaces of the tailcones and radiographic inspection revealed inclusions, gas holes, and shrinkage defects in the castings. Most of the components failed to meet required mechanical properties because of these casting defects.

A failed crosshead of an industrial compressor was examined using optical and scanning electron microscope. The crosshead was an ASTM A148 grade 105-85 steel casting. On the basis of the observations reported and available background information, it was concluded that the failure began with the initiation of cracks at slag inclusions and sharp fillets in weld-repair areas in the casting. The weld-repair procedures were unsatisfactory. The cracks propagated in a fatigue mode. he casting quality was judged unacceptable because of the presence of excessive shrinkage porosity. It was recommended that crosshead castings be properly inspected before machining. Revision of foundry practice to reduce or eliminate porosity was also recommended.

Stainless steel is frequently used for bone fracture fixation in spite of its sensitivity to pitting and cracking in chloride containing environments (such as organic fluids) and its susceptibility to fatigue and corrosion fatigue. A 316L stainless steel plate implant used for fixation of a femoral fracture failed after only 16 days of service and before bone callus formation had occurred. The steel used for the implant met the requirements of ASTM Standard F138 but did contain a silica-alumina inclusion that served as the initiation point for a fatigue/corrosion fatigue fracture. The fracture originated as a consequence of stress intensification at the edge of a screw hole located just above the bone fracture; several fatigue cracks were also observed on the opposite side of the screw hole edge. The crack propagated in a brittle-like fashion after a limited number of cycles under unilateral bending. The bending loads were presumably a consequence of leg oscillation during assisted perambulation.

The shafts on two centrifugal pumps failed during use in a petroleum refinery. Light optical microscopy and scanning electron microscopy were used to analyze the damaged materials to determine the cause of failure. The results showed that one shaft, made of duplex stainless steel, failed by fatigue fracture, and the other, made of 316 austenitic stainless steel, experienced a similar fracture, which was promoted by the presence of nonmetallic inclusion particles.