The exhaust valve of a truck engine failed after 488 h of a 1000 h laboratory endurance test. The valve was made of 21-2 valve steel in the solution treated and aged condition and was faced with Stellite 12 alloy. The failure occurred by fracture of the underhead portion of the valve. Analysis (visual inspection, electron probe x-ray microanalysis, hardness testing, 4.5x fractograph) supported the conclusions that failure of the valve stem occurred by fatigue as a result of a combination of a nonuniform bending load, which caused a mild stress-concentration condition, and a high operating temperature in a corrosive environment. When the microstructure near the stem surface was examined, it was apparent that carbide spheroidization had occurred. Also, there was a coarsening of the carbide network within the austenite grains. The microstructure indicated that the underhead region of the valve was heated to about 930 deg C (1700 deg F) during operation. The cause of fatigue fracture, therefore, was a combination of non-uniform bending loads and overheating. No recommendations were made.

A connecting rod (forged from 15B41 steel and heat treated to a hardness of 29 to 35 HRC) from a truck engine failed after 73,000 Km (45,300 mi) of service. A piece of the I-beam sidewall of the rod, about 6.4 cm (2 in.) long, was missing when the connecting rod arrived at a laboratory for testing. Analysis (visual inspection, 100x nital-etched micrograph, fluorescent magnetic-particle testing, and metallographic examination) supported the conclusion that the rod failed in fatigue with the origin along the lap and located approximately 4.7 mm below the forged surface. The presence of oxides may have been a partial cause for the defect. Recommendations included better inspection of the forgings by fluorescent magnetic-particle testing before machining.

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 connecting cap from a truck engine fractured after 65,200 km (40,500 mi) of normal service. The cap was made from a 15B41 steel forging and was hardened to 29 to 35 HRC. Visual examination of the fracture surface disclosed an open forging defect across one of the outer corners of the cap. The defect extended approximately 9.5 mm (3/8 in.) along the side of the cap. The fracture surface exhibited beach marks typical of fatigue. The surface of the defect was stained, indicating that oxidation occurred either in heat treatment or in heating during forging. Deep etching of the fracture surface revealed grain flow normal for this type of forging, but no visible defects. 400x metallographic examination of a section through the fracture surface showed that the microstructure was an acceptable tempered martensite. However, oxide inclusions were present at the fracture surface. This evidence supported the conclusion that fatigue fracture initiated at a corner of the cap from a forging defect that extended to the surface. Fatigue cracking was propagated by cyclic loading inherent in the part. Recommendations included more careful fluorescent magnetic-particle inspection of the forged surfaces before machining and before putting the part into service.

This article discusses the classification of sliding bearings and describes the major groups of soft metal bearing materials: babbitts, copper-lead bearing alloys, bronze, and aluminum alloys. It provides a discussion on the methods for fluid-film lubrication in bearings. The article presents the variables of interest for a rotating shaft and the load-carrying capacity and surface roughness of bearings. Grooves and depressions are often provided in bearing surfaces to supply or feed lubricant to the load-carrying regions. The article explains the effect of contaminants in bearings and presents the steps for failure analysis of sliding bearings. It also reviews the factors responsible for bearing failure with examples.

A blade from the engine cooling fan of a pickup truck fractured unexpectedly. The blade was made from type 301 stainless steel in the extra full hard tempered condition with a hardness of 47 HRC. Failure analysis indicated that the blade fractured in three modes: crack initiation, fatigue crack propagation, and final rapid fracture in a ductile manner The fatigue crack originated near a rivet hole.

A mechanical part, which supports the moving part, is termed a mechanical bearing and can be classified into rolling (ball or roller) bearings and sliding bearings. This article discusses the failures of sliding bearings. It first describes the geometry of sliding bearings, next provides an overview of bearing materials, and then presents the various lubrication mechanisms: hydrostatic, hydrodynamic, boundary lubrication, elastohydrodynamic, and squeeze-film lubrication. The article describes the effect of debris and contaminant particles in bearings. The steps involved in failure analysis of sliding bearings are also covered. Finally, the article discusses wear-damage mechanisms from the standpoint of bearing design.

An 8640 steel shaft installed in a fuel-injection-pump governor that controlled the speed of a diesel engine used in trucks and tractors broke after few days of operation. The mechanism that drove the shaft was designed to include a slip clutch to protect the governor shaft from shock loading. It was revealed by visual examination that the fracture had initiated in the sharp corner at the bottom of a longitudinal hole which was part of a force feed lubricating system. Beach marks were observed on the fracture surfaces. It was revealed by further examination that the slip clutch was removed in an effort to reduce cost and hence the shaft was subjected to increased vibration and shock loading. Insufficient fatigue limit of the shaft was revealed by fatigue testing of the shafts taken from stock in a rotating-beam machine. As a corrective measure, the fatigue limit of shafts was increased to 760 MPA by nitriding for 10 h at 515 deg C.

Two sand-cast low-alloy steel equalizer beams (ASTM A 148, grade 105-85) designed to distribute the load to the axles of a highway truck broke after an unreported length of service. Normal service life would have been about 805,000 km (500,000 mi) of truck operation. Investigation (visual inspection, chemical analysis, tensile testing, unetched 65x and 1% nital etched 65x magnification) supported the conclusions that the steel was too soft for the application – probably due to improper heat treatment. Fracture of the equalizer beams resulted from growth of mechanical cracks that were formed before the castings were heat treated. Recommendations included the following changes in processing: better gating and risering in the foundry to achieve sounder castings; better shakeout practice to avoid mechanical damage; better inspection to detect imperfections; and normalizing and tempering to achieve better mechanical properties.

Mechanical springs are used in mechanical components to exert force, provide flexibility, and absorb or store energy. This article provides an overview of the operating conditions of mechanical springs. Common failure mechanisms and processes involved in the examination of spring failures are also discussed. In addition, the article discusses common causes of failures and presents examples of specific spring failures, describes fatigue failures that resulted from these types of material defects, and demonstrates how improper fabrication can result in premature fatigue failure. It also covers failures of shape memory alloy springs and failures caused by corrosion and operating conditions.

The intent of this article is to assist the failure analyst in understanding the underlying engineering design process embodied in a failed component or system. It begins with a description of the mode of failure. This is followed by a section providing information on the root cause of failure. Next, the article discusses the steps involved in the engineering design process and explains the importance of considering the engineering design process. Information on failure modes and effects analysis is also provided. The article ends with a discussion on the consequence of management actions on failures.

This article provides assistance to a failure analyst in broadening the initial scope of the investigation of a physical engineering failure in order to identify the root cause of a problem. The engineering design process, including task clarification, conceptual design, embodiment design, and detail design, is reviewed. The article discusses the design process at the personal and project levels but takes into consideration the effects of some higher level influences and interfaces often found to contribute to engineering failures.

The truck beam of the left main landing gear (MGL) of a Boeing 707 airplane collapsed on the ground just after the aircraft was unloaded and refueled. The investigation revealed that failure was caused by the propagation of an intergranular crack originating from the bottom of the pit. The crack reached the critical size and caused failure by stress-corrosion cracking (SCC) under static loading conditions in service. The failed beam was protected by a well adhering paint system. However, the presence of adequate amounts of corrosion preventive compound films (CPC) on the surfaces of the failed beam could not be conclusively established because of the long term service exposure and presence of lubricants.

A truck-mounted hydraulic crane had a horizontal thrust bearing with one race attached to the truck and the other to the rotating crane. The outside race of the bearing was driven by a pinion gear, and it is through this mechanism that the crane body rotated about a vertical axis. The manufacturer welded the inner race to the carrier in a single pass. After several years of service, the attachment weld between the bearing inner race and the turntable failed in the area adjacent to the heat-affected zone. The fracture zone where there was the greatest tension was heavily oxidized. In the zone where the bearing was in compression, there was a clean surface indicating recent fracture. Finally, there were areas where the weld did not meet AWS specifications for convexity or concavity. These areas were weak enough to allow fatigue cracks to initiate. Recommendations to prevent reoccurrence of the failure include the use of bolts in lieu of welding, a welding schedule that reduces the propensity of lamellar tearing, and the use of an alloy that precludes lamellar tearing. However, if abuse of the crane was the primary cause of failure, none of these recommendations would have prevented deterioration of the machine to an extent that would have rendered the failure improbable.

This article provides the framework for the investigation of bridge failures. It explains the types of bridge loading and presents the regulatory provisions for bridges. Some bridge failures in the U.S. that resulted in significant changes in bridge manufacturing, design, regulation, and/or maintenance are also discussed. In addition, the article provides information on traffic damage and fatigue cracking that result in bridge failures. The need for steels with better fracture toughness in bridge design is also discussed.

This article illustrates the defects, which result because of poor-quality welds in the bridge components. The cracks resulting from the use of low fatigue strength details are also discussed. The article describes the effect of out-of-plane distortion in floor-beam-girder connection plates, multiple-girder diaphragm connection plate, and tied-arch floor beams.

A fire in a storage yard engulfed several propane delivery trucks, causing one of them to explode. A series of elevated-temperature stress-rupture tears developed along the top of the truck-mounted tank as it was heated by the fire. Unstable fracture then occurred suddenly along the length of the tank and around both end caps, following the girth welds that connect them to the center portion of the tank. The remaining contents of the tank were suddenly released, aerosolized, and combusted, creating a powerful boiling liquid expanding vapor explosion (BLEVE). Based on the metallography of the tank pieces, the approximate tank temperature at the onset of explosion was determined. Metallurgical analysis provided additional insights as well as a framework for making tanks less susceptible to this destructive failure mechanism.

Despite extensive aircraft landing gear design analyses and tests performed by designers and manufacturers, and the large number of trouble-free landings, aircraft users have experienced problems with and failures of landing gear components. Different data banks and over 200 failure analysis reports were surveyed to provide an overview of structural landing gear component failures as experienced by the Canadian Forces over the last 20 years on more than 20 aircraft types, and to assess trends in failure mechanisms and causes. Case histories were selected to illustrate typical problems, troublesome failure mechanisms, the role of high strength aluminum alloys and steels, and situations where fracture mechanics analyses provided insight into the failures. The two main failure mechanisms were: fatigue occurring mainly in steel components, and corrosion related problems with aluminum alloys. Very few overload failures were noted. A number of causes were identified: design deficiencies and manufacturing defects leading mainly to fatigue failures, and poor materials selection and improper maintenance as the principal causes of corrosion-related failures. The survey showed that a proper understanding of the failure mechanisms and causes, by thorough failure analysis, provides valuable feedback information to designers, operators and maintenance personnel for appropriate corrective actions to be taken.

The right front spring hanger on a dual rear axle of the tractor of a tractor-trailer combination failed, causing the vehicle to roll-over. The hanger was made from malleable cast iron that had been heat treated to produce a decarburized surface layer and a pearlitic transition layer. It had been repair welded after breaking into two pieces longitudinally in a prior incident, using cast iron as weld metal. The repair weld bead on both surfaces missed the fracture over 15 to 20% of their lengths. The incomplete repair weld and brittleness of the weld metal and heat-affected zones led to the failure.

This article discusses the three legal theories on which a products liability lawsuit is based and the issues of hazard, risk, and danger in the context of liability. It describes manufacturing and design defects of various products. The article explains a design that is analyzed from the human factors viewpoint and details the preventive measures of the defects, with examples. It presents four paramount questions relating to the probability of injury which are asked even when one executes all possible preventive measures carefully and thoroughly.