Mechanical testing is an evaluative tool used by the failure analyst to collect data regarding the macro- and micromechanical properties of the materials being examined. This article provides information on a few important considerations regarding mechanical testing that the failure analyst must keep in mind. These considerations include the test location and orientation, the use of raw material certifications, the certifications potentially not representing the hardware, and the determination of valid test results. The article introduces the concepts of various mechanical testing techniques and discusses the advantages and limitations of each technique when used in failure analysis. The focus is on various types of static load testing, hardness testing, and impact testing. The testing types covered include uniaxial tension testing, uniaxial compression testing, bend testing, hardness testing, macroindentation hardness, microindentation hardness, and the impact toughness test.

A 13/16-in. hex socket failed while in use. Analysis (hardness testing, optical and scanning electron microscopy, and EDS) revealed that the socket was made of low carbon steel formed in a powder metallurgy process. A number of flaws were found including nonuniform wall thickness, poor geometric design with sharp corners as stress raisers, and incomplete sintering evidenced by unsintered particles. These were determined to be the primary cause of failure, although inclusions on the fracture surface containing S and Al may have played a role as well.

The US Army Research Laboratory performed a failure investigation on a broken main landing gear mount from an AH-64 Apache attack helicopter. A component had failed in flight, and initially prevented the helicopter from safely landing. In order to avoid a catastrophe, the pilot had to perform a low hover maneuver to the maintenance facility, where ground crews assembled concrete blocks at the appropriate height to allow the aircraft to safely touch down. The failed part was fabricated from maraging 300 grade steel (2,068 MPa [300 ksi] ultimate tensile strength), and was subjected to visual inspection/light optical microscopy, metallography, electron microscopy, energy dispersive spectroscopy, chemical analysis, and mechanical testing. It was observed that the vacuum cadmium coating adjacent to the fracture plane had worn off and corroded in service, thus allowing pitting corrosion to occur. The failure was hydrogen-assisted and was attributed to stress corrosion cracking (SCC) and/or corrosion fatigue (CF). Contributing to the failure was the fact that the material grain size was approximately double the required size, most likely caused from higher than nominal temperatures during thermal treatment. These large grains offered less resistance to fatigue and SCC. In addition, evidence of titanium-carbo-nitrides was detected at the grain boundaries of this material that was prohibited according to the governing specification. This phase is formed at higher thermal treatment temperatures (consistent with the large grains) and tends to embrittle the alloy. It is possible that this phase may have contributed to the intergranular attack. Recommendations were offered with respect to the use of a dry film lubricant over the cadmium coated region, and the possibility of choosing an alternative material with a lower notch sensitivity. In addition, the temperature at which this alloy is treated must be monitored to prevent coarse grain growth. As a result of this investigation and in an effort to eliminate future failures, ARL assisted in developing a cadmium brush plating procedure, and qualified two Army maintenance facilities for field repair of these components.

Several of the aluminum alloy 6061-T6 drawn seamless tubes (ASTM B 234, 2.5 cm (1.0 in.) OD with wall thickness of 1.7 mm (0.065 in.)) connecting an array of headers to a system of water-cooling pipes failed. The tubes were supplied in the O temper. They were bent to the desired curvature, preheated, then solution treated, water quenched, and then aged for 8 to 10 h. Analysis (visual inspection, slow-bend testing, 65x macrographic analysis, macroetching, spectrographic analysis, hardness tests, microhardness tests, tension tests, and microscopic examination) supported the conclusions that bending of the connector tubes in the annealed condition induced critical strain near the neutral axis of the tube, which resulted in excessive growth of individual grains during the subsequent solution treatment. Recommendations included bending the connector tubes in the T4 temper as early as possible after being quenched from the solution temperature. The tubes should be stored in dry ice after the quench until bending can be done. The tubes should be aged immediately after being formed. Flattening and slow-bend tests should be specified to ensure that the connector tubes had satisfactory ductility.

Several torsion bars had failed in a projectile weaving machine and were analyzed to determine the cause. Specimens prepared from the damaged components were subjected to visual inspection, hardness testing, chemical analysis, and metallurgical evaluations. The failed torsion bars had been fabricated from spring steel which, according to stress calculations, did not have sufficient torsional strength. Examination of the damaged parts confirmed the finding, revealing that all fractures started at a shoulder radius in an area of high stress concentration. Based on the investigation, the shoulder radius should be increased to alleviate stress and the working torsion angle of the bar should be decreased to improve safety factors.

A natural gas pipeline explosion and subsequent fire significantly altered the pipeline steel microstructure, obscuring in part the primary cause of failure, namely, coating breakdown at a local hard spot in the steel. Chemical analysis was made on pieces cut from the portion of the pipe that did not fracture during the explosion and from piece 5-1 which contained the fracture origin site. Both pieces were found to have 0.30% carbon and 1.2% Mn with sulfur and phosphorus impurities acceptably low. Fracture mechanics analysis used in conjunction with fractographic results confirmed the existence of a very hard spot in the steel prior to the explosion, which was softened significantly in the ensuing fire. This finding allowed the micromechanism leading to fracture to be identified as hydrogen embrittlement resulting from cathodic charging.

A 76 mm (3 in.) type 304 stainless steel tube that was used as a heat shield and water nozzle support in a hydrogen gas plant quench pot failed in a brittle manner. Visual examination of a sample from the failed tube showed that one lip of the section was eroded from service failure, whereas the opposite side exhibited a planar-type fracture. Sections were removed from the eroded area and from the opposite lip for microscopic studies and chemical analysis. The eroded edges exhibited river bed ditching, indicative of thermal fatigue. Microstructural analysis showed massive carbide formations in a martensite matrix and outlining of prior-austenite grains by a network of fine, white lines. These features indicated that the material had been transformed by carburization by the impinging gas. The outer surface exhibited a heavy scale deposit and numerous cracks that originated at the surface of the tube. The cracks were covered with scale, indicating that thermal fatigue (heat cracking) had occurred. Chemical analysis confirmed that the original material was type 304 stainless steel that had been through-carburized by the formation of an endothermic gas mixture. It was recommended that plant startup and shutdown procedures be modified to reduce or eliminate the presence of the carburizing gas mixture.

A maintenance worker was injured when his 3/4 in. (19 mm) open-ended wrench failed, fracturing in overload fashion along the jaw. The failed wrench was unavailable for testing, but an identical one that failed in the same manner was acquired and subjected to hardness, chemistry, SEM, and metallurgical analyses. SEM imaging revealed microvoid coalescence within the fracture zone. The microvoids were flat and smooth edged indicating insufficient bonding. In addition, a cross sectional sample, mounted and etched using alkaline chromate, revealed an oxygen-rich zone in the jaw. It was concluded that the failures stemmed from forging laps in the jaw that broaching failed to remove.

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.

Arms bolted to powerline towers were falling off two weeks after installation. Metallurgical and chemical analysis performed on the base metal, weld zone, and heat-affected zone showed acceptable quality material. Residual stress appeared to be responsible for the high failure rate. The sources of residual stress included welding, environment, and assembly operation.

The structural collapse of an iron-ore bucket-wheel stacker reclaimer at the beginning of operation was investigated by means of mechanical tests, microstructural characterization, and computational structural analysis. The mechanical failure was a consequence of a brittle fracture by cleavage. The crack followed the heat-affected zone of a welded joint connecting a rectangular hollow section member and a plate flange. The main factors contributing to failure were related with a combination of design-in and manufacturing-in factors like high load-strength ratio at the point of failure, local stress concentration as a result of geometry restrictions, and weld defects. This particular section was responsible for the load transfer between the front tie member and the boom extremity, and its failure was the main cause of the catastrophic failure of the equipment.

A carbon steel piping cross-tee assembly which conveyed hydrogen sulfide (H7S) process gas at 150 to 275 deg C (300 to 585 deg F) with a maximum allowable operating pressure of 3 MPa (450 psig) ruptured at the toe of one of the welds at the cross after several years of service. The failure was initially thought to be the result of thermal fatigue, and the internal surfaces exhibited the “elephant hide” pattern characteristic of thermal fatigue. However metallographic failure analysis found that this pattern was the result of corrosion rather than thermal fatigue. Corrosion caused failure at this location because the weld was abnormally thin as fabricated. Thus, failure resulted from inadequate deposition of weld metal and subsequent wall thinning from internal corrosion. It was recommended that the cross-tee be replaced with a like component, with more careful attention to weld quality.

Alloy 430 stainless steel tube-to-header welds failed in a heat recovery steam generator (HRSG) within one year of commissioning. The HRSG was in a combined cycle, gas-fired, combustion turbine electric power plant. Alloy 430, a 17% Cr ferritic stainless steel, was selected because of its resistance to chloride and sulfuric acid dewpoint corrosion under conditions potentially present in the HRSG low-pressure feedwater economizer. Intergranular corrosion and cracking were found in the weld metal and heat-affected zones. The hardness in these regions was up to 35 HRC, and the weld had received a postweld heat treatment (PWHT). Metallographic examination revealed that the corroded areas contained undertempered martensite. Fully tempered weld areas with a hardness of 93 HRB were not attacked. No evidence of corrosion fatigue was found. Uneven temperature control during PWHT was the most likely cause of failure.

Numerous cracks observed on the surface of a forged A470 Class 4 alloy steel steam turbine rotor disc from an air compressor in a nitric acid plant were found to be the result of caustic induced stress-corrosion cracking (SCC). No material defects or anomalies were observed in the disc sample that could have contributed to crack initiation or propagation or secondary crack propagation. Chlorides detected in the fracture surface deposits were likely the primary cause for the pitting observed on the disc surfaces and within the turbine blade attachment area. It was recommended that the potential for water carryover or feedwater induction into the turbine be addressed via an engineering evaluation of the plant's water treatment procedures, steam separation equipment, and start-up procedures.

A bearing cup in a drive shaft assembly on an automobile was found to have failed. A detailed analysis was conducted using the QC story approach, which begins by proposing several possible failure scenarios then following them to determine the main root cause. A number of alternative solutions were identified and then validated based on chemical analysis, endurance and hardness tests, and microstructural examination. The investigation revealed that carbonitriding can effectively eliminate the type of failure encountered because it prevents through hardening of the bearing cup assembly.

Two intermediate impeller drive gears (made of AMS 6263 steel, gas carburized, hardened, and tempered) exhibited evidence of pitting and abnormal wear after production tests in test-stand engines. The gears were examined for hardness, case depth, and microstructure of case and core. It was found that gear 1 had a lower hardness than specified while the case hardness of gear 2 was found to be within limits. Both the pitting and the wear pattern were revealed to be more severe on gear 1 than on gear 2. Surface-contact fatigue (pitting) of gear 1 (cause of lower carbon content of the carburized case and hence lower hardness) was found to be the reason for failure. It was recommended that the depth of the carburized case on impeller drive gears be increased from 0.4 to 0.6 mm to 0.6 to 0.9 mm to improve load-carrying potential and wear resistance. A minimum case-hardness requirement was set at 81 HRA.

The drive shaft in a marine propulsion system broke, stranding a large vessel along the Canadian seacoast. The shaft was made from quenched and tempered low-alloy steel. Fractographic investigation revealed that the shaft failed under low rotating-bending variable stress. Fatigue propagation occurred on about 95% of the total cross section of the shaft, under both low-cycle and high-cycle fatigue mechanisms. It was found that the fillet radius at the fracture’s origin was smaller than the one provisioned by design. As a result, the stresses at this location exceeded the values used in the design calculations, thus causing the initiation of the cracking. Moreover, although the shaft had been quenched and tempered, its actual hardness did not have the optimal value for long-term fatigue strength.

Replacement sprockets installed on chain drive shafts for winding fibers exhibited excessive wear. Metallographic and chemical analyses conducted on the original and replacement sprockets showed that the material of the replacement sprocket was 1020 low-carbon steel, whereas the original (and specified) material was medium-carbon 1045 steel. The low-carbon steel also had lower hardness because of a lower pearlite fraction in the microstructure. It was recommended that replacement sprockets be made of normalized 1045 steel. It was further suggested that wear resistance could be improved by through hardening or induction surface hardening of the teeth.

A brackish water pump impeller was replaced after four years of service, while its predecessor lasted over 40 years. The subsequent failure investigation determined that the nickel-aluminum bronze impeller was not properly heat treated, which made the impeller susceptible to aluminum dealloying. The dealloying corrosion was exacerbated by erosion because the pump was slightly oversized. The investigation recommended better heat treating procedures and closer evaluation to ensure that new pumps are properly sized.