A steam turbine developed excessive noise and vibration during routine operation. It was found that the nut that locked the turbine disk In place had worked its way out from the threads and the disk had come of the shaft. Examination of the locking mechanism indicated that its design was responsible for the loosening of the nut. It was recommended that the locking mechanism be redesigned and changed in all existing turbines.

A sand-cast gray iron flanged nut was used to adjust the upper roll on a 3.05 m (10 ft) pyramid-type plate-bending machine. The flange broke away from the body of the nut during service. Analysis (visual inspection and 150x micrographs of sections etched with nital) supported the conclusions that brittle fracture of the flange from the body was the result of overload caused by misalignment between the flange and the roll holder. The microstructure contained graphite flakes of excessive size and inclusions in critical areas; however, these metallurgical imperfections did not appear to have had significant effects on the fracture. Recommendations included carefully and properly aligning the flange surface with the roll holder to achieve uniform distribution of the load. Also, a more ductile metal, such as steel or ductile iron, would be more suitable for this application and would require less exact alignment.

This article discusses different types of mechanical fasteners, including threaded fasteners, rivets, blind fasteners, pin fasteners, special-purpose fasteners, and fasteners used with composite materials. It describes the origins and causes of fastener failures and with illustrative examples. Fatigue fracture in threaded fasteners and fretting in bolted machine parts are also discussed. The article provides a description of the different types of corrosion, such as atmospheric corrosion and liquid-immersion corrosion, in threaded fasteners. It also provides information on stress-corrosion cracking, hydrogen embrittlement, and liquid-metal embrittlement of bolts and nuts. The article explains the most commonly used protective metal coatings for ferrous metal fasteners. Zinc, cadmium, and aluminum are commonly used for such coatings. The article also illustrates the performance of the fasteners at elevated temperatures and concludes with a discussion on fastener failures in composites.

This article first provides an overview of the types of mechanical fasteners. This is followed by sections providing information on fastener quality and counterfeit fasteners, as well as fastener loads. Then, the article discusses common causes of fastener failures, namely environmental effects, manufacturing discrepancies, improper use, or incorrect installation. Next, it describes fastener failure origins and fretting. Types of corrosion in threaded fasteners and their preventive measures are then covered. The performance of fasteners at elevated temperatures is addressed. Further, the article discusses the types of rivet, blind fastener, and pin fastener failures. Finally, it provides information on the mechanism of fastener failures in composites.

Failure of carbon-manganese steel wheel studs caused by improper tightening of the inner wheel nuts resulted in separation of a dual wheel assembly on a heavy truck. The benchmark pattern observed on the fracture surfaces of the studs evidenced fatigue cracks emanating from multiple origins around the circumference. There was no indication that any microstructural characteristics of the material contributed to the failure. Inclusions that were present were small and relatively few in number. Failure to check the torque of the inner wheel nuts as per the manufacturer's recommendation caused the inner wheel nuts to loosen during break-in and lose the required clamping force. The development and promotion of educational programs on proper wheel tightening procedures was recommended.

After 14 months of service, cracks were discovered in castings and bolts used to fasten together braces, posts, and other structural members of a cooling tower, where they were subjected to externally applied stresses. The castings were made of copper alloys C86200 and C86300 (manganese bronze). The bolts and nuts were made of copper alloy C46400 (naval brass, uninhibited). The water that was circulated through the tower had high concentrations of oxygen, carbon dioxide, and chloramines. Analysis (visual inspection, bend tests, fractographs, 50x unetched micrographs, 100x micrographs etched with H4OH, and 500x micrographs) supported the conclusions that the castings and bolts failed by SCC caused by the combined effects of dezincification damage and applied stresses. Recommendations included replacing the castings with copper alloy C87200 (cast silicon bronze) castings. Replacement bolts and nuts should be made from copper alloy C65100 or C65500 (wrought silicon bronze).

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.

The stub-shaft assembly which was part of the agitator shaft in a polyvinyl chloride reactor, fractured in service after a nut that retained a loose sleeve around the smaller-diam section of the shaft had been tightened several times to reduce leakage. The shaft was made of ASTM A105, grade 2 steel, and the larger-diam section was covered with a type 316 stainless steel end cap. The cap was welded to each end using type ER316 stainless steel filler metal. The forged steel shaft was revealed to have fractured at approximately 90 deg to the shaft axis in the weld metal and not in the heat-affected zone of the forged steel shaft. Microscopic investigation and chemical analysis of the steel shaft revealed presence of martensite (offered a path of easy crack propagation) around the fusion line and dilution of the weld metal by the carbon steel shaft. The microstructure was found to be martensitic as the fusion line was approached. The forged steel shaft was concluded to have failed by ductile fracture and possible reasons were discussed. Corrective measures adopted in the replacement shaft were specified.

Two titanium alloy wing attachment bolts from a commercial jetliner failed during the course of a routine service operation. Failure of the bolts occurred during the re-torque process as the wing was being reattached. Metallurgical failure analysis indicated that the fracture mechanism was ductile overload and that the mechanical properties of the bolts were consistent with exemplar bolts that had been supplied. After eliminating other sources of excessive load application, the most probable cause of failure was ascribed to variances between the frictional characteristics of the bolt at the time of re-torque and at the time of initial torque application several years earlier.

This article discusses the failure of cylinder clamping rods in single cylinder diesel engines. The AISI 4140 hardened and tempered steel clamping rods were failing after 200 to 250 h of operation. The fatigue failures initiated at the root of the last thread on the clamping rod that was engaged in a blind hole in the cylinder block. The failures were caused by loose tolerances on the threads that resulted in a non-uniform distribution of load. The load was concentrated on the last threads to engage, thus causing fatigue crack nucleation at the thread root and propagation until the rod broke by overload. Changing the tolerance on the threads virtually eliminated the fatigue problem.

Six galvanized high-tensile steel bolts were used to hold the wheels of a four-wheel drive vehicle. The right hand rear wheel of this vehicle detached causing the vehicle to roll and resulting in considerable damage to the body. The wheel was detached by shearing of four of the bolts and stripping the nuts from the other two bolts, which remained unbroken. SEM fractography of the fracture surfaces of the four broken bolts indicated that the failure was due to reversed bending fatigue. Optical microscopy indicated that the bolts were heat treated to a tempered martensite structure and that the nuts were manufactured from low carbon steel. The paper discusses the influence of the microstructure on the failure process the events surrounding the nature of incident and the analysis of in-service failure of the failed components utilizing conventional metallurgical techniques.

This paper describes the metallurgical investigation of a broken spindle used to attach an antenna to the mast of a naval vessel. Visual inspections of both failed and intact fastener assemblies were carried out both on-board ship and in the laboratory followed by metallographic and fractographic examinations. Simulations were also performed on stressed material in a suitable environment to assess the relative importance of postulated failure mechanisms. Factors contributing to this failure including assembly procedures and applied preloads, service loading and environment, and material selection and specification. The discussion considers whether this failure was an isolated incident or is likely to be a fleet-wide problem, and suggests ways to prevent reoccurrence.

Two nuts were used to secure the water-supply pipes to the threaded connections on hot-water and cold-water taps. The nut used on the cold-water tap fractured about one week after installation. Examination of the fracture surfaces of the coldwater nut did not reveal any obvious defects to account for the fracture, but there were indications of excessive porosity in the nut. The fracture had occurred through the root of the first thread that was adjacent to the flange of the tap. It was found that the nut from the cold-water tap failed by SCC. Apparently, sufficient stress was developed in the nut to promote this type of failure by normal installation because there was no evidence of excessive tightening of the nut. Corrosion testing of the nuts indicated that the fractured nut was highly susceptible to intergranular corrosion because of either a deficiency in magnesium content or excessive impurities, such as lead, tin, or cadmium. This composition problem with zinc alloys was recognized many years ago, and particular attention has been directed toward ensuring that high-purity zinc is used. This corrective measure reportedly resulted in virtual elimination of this type of defect.

The propeller from a small private airplane came off in flight. The head ends of all six attachment bolts remained in the propeller hub when it was found. Two threaded shanks with nuts remained with the engine, while the remaining four shank ends with their nuts were missing. Parts available for examination, in addition to the hub and attachment bolts, were the two propeller blades and the engine crankshaft. The purpose of this examination was to determine the nature and probable cause of failure in the six attachment bolts. Indications of fatigue failure and wear were the major findings in visual and low power microscopic examination. Fracture surfaces indicated failure was initiated in the threads in four bolts and in the shanks in two. The group of four bolts failed primarily due to tensile loads, while the other two bolts failed primarily due to bending loads. It was concluded that failure was due to improper installation torqueing of the bolts.

A failed 25 x 32 mm (1 x 1 in.) cadmium-plated 1040 carbon steel countersunk head type nose gear door securing bolt with a common screwdriver slot was examined. Fracture originated at a thread root and propagated across the cross section. The topography of the fracture was excessively rough and more granular than would be expected from pure mechanical fatigue. This indicated an allied corrosion mechanism. Cracks other than the one leading to failure were observed. Metallographic examination of the bolt cross section showed many cracks typical of stress-corrosion damage. It was concluded that the bolt failed by a combination of SCC and fatigue. It was recommended that aerospace-quality fasteners meeting NAS 7104, NAS 7204, or NAS 7504 be used to replace the currently used fasteners.

During the pre-test inspection following the stress calculation check on a 7-ton capacity Scotch derrick crane, it was noted that threads on the back stay anchorage bolts were of unusually fine pitch (11 tpi) and that the machined faces of the nuts showed irregular pits or depressions disposed in an annular manner. When sectioned, the nuts showed a surprising method of construction. The nuts for the bolts had been made by using conventional pipe couplings inserted into sleeves made from hexagonal bar and the coupling secured to the sleeve by welding at each outer face. The ends of the sleeve bore were chamfered to form a weld preparation. After welding, the faces were machined which resulted in the removal of most of the weld metal and revealed a pronounced lack of penetration. All bolts used to anchor derrick crane back stays should be designed in accordance with the recommendations of British Standard 327:1964 (Clauses 10 and 18).

Nineteen out of 26 bolts in a multistage water pump corroded and cracked after a short time in a severe working environment containing saline water, CO 2 , and H 2 S. The failed bolts and intact nuts were to be made from a special type of stainless steel as per ASTM A 193 B8S and A 194. However, the investigation (which included visual, macroscopic, metallographic, SEM, and chemical analysis) showed that austenitic stainless steel and a nickel-base alloy were used instead. The unspecified materials are more prone to corrosion, particularly galvanic corrosion, which proved to be the primary failure mechanism in the areas of the bolts directly exposed to the working environment. Corrosion damage on surfaces facing away from the work environment was caused primarily by chloride stress-corrosion cracking, aided by loose fitting threads. Thread gaps constitute a crevice where an aggressive chemistry is allowed to develop and attack local surfaces.

Several case-hardened and zinc-plated carbon-manganese steel wheel studs fractured in a brittle manner after very limited service life. The fracture surfaces of both front and rear studs showed no sign of fatigue beach marks or deformation in the form of shear lips that would indicate either a fatigue mechanism or ductile overload failure. SEM analysis revealed that the mode of fracture was intergranular decohesion, which indicates an environmental influence in the fracture mechanism. The primary fracture initiated at a thread root and propagated by environmentally-assisted slow crack growth until final fracture. The natural stress concentration at the thread root, when tightened to the required clamp load concomitant with the presence of cracks in the carburized case, was sufficient to exceed the critical stress intensity for hydrogen-assisted stress cracking (HASC). The zinc plating exacerbated the situation by providing a strong local corrosion cell in the form of a sacrificial anode region adjacent to the cracked thread. The enhanced generation of hydrogen in a corrosive environment subsequently lead to HASC of the wheel studs.

An air system on a marine platform unexpectedly shut down due to the failure of a union nut, which led to an investigation to quantify the material limitations of bronze alloys in corrosive marine environments. The study focused on two alloys: Al-Si bronze, as used in the failed component, and Ni-Al bronze, which has a history of success in naval applications. Material samples were examined using chemical analysis, SEM imaging, and corrosion testing. Investigators also analyzed precracked tension specimens, exposing them to different conditions to quantify stress intensity thresholds for environmentally assisted cracking. Al-Si bronze was found to be susceptible to subcritical intergranular cracking in air and seawater, whereas Ni-Al bronze was unaffected. Both materials, however, are susceptible to cracking in the presence of ammonia, although the subcritical crack growth rate is two to three times higher in Ni-Al bronze. Based on the results of this work, the likelihood of subcritical cracking under various conditions can be reasonably estimated, which, in the case at hand, proved to be quite high.