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.

As the result of a leak detected in a plate-formed header at PENELEC'S Shawville Unit No. 3, an extensive failure investigation was initiated to determine the origin of cracking visible along the longitudinal weld seam. Fabricated from SA387-D material and designed for a superheater outlet temperature of 566 deg C, the 11.4 cm thick header had operated for approximately 187,000 h at the time of the failure. Discussion focuses on the results of a metallographic examination of boat samples removed from the longitudinal seam weldment in the vicinity of the failure and at other areas of the header where peak temperatures were believed to have been reached. The long-term mechanical properties of the service-exposed base metal and creep-damaged weld metal were determined by creep testing. Based on the utility's decision to replace the header within one to three years, an isostress overtemperature lead specimen approach was taken, whereby failure of a test specimen in the laboratory would precede failures in the plant. These tests revealed approximately a 2:1 difference in life for the base metal as compared to weld metal.

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.

High-temperature corrosion can occur in numerous environments and is affected by various parameters such as temperature, alloy and protective coating compositions, stress, time, and gas composition. This article discusses the primary mechanisms of high-temperature corrosion, namely oxidation, carburization, metal dusting, nitridation, carbonitridation, sulfidation, and chloridation. Several other potential degradation processes, namely hot corrosion, hydrogen interactions, molten salts, aging, molten sand, erosion-corrosion, and environmental cracking, are discussed under boiler tube failures, molten salts for energy storage, and degradation and failures in gas turbines. The article describes the effects of environment on aero gas turbine engines and provides an overview of aging, diffusion, and interdiffusion phenomena. It also discusses the processes involved in high-temperature coatings that improve performance of superalloy.

A recurring piston shaft failure problem on the billet-loading tray of an extrusion press was investigated. Two shafts fractured within a period of 10 days. The shaft was machined from normalized EN3 (AISI C1022) steel stock without further treatment. Visual, microstructural, chemical, and mechanical (hardness and tensile properties) analyses of failed shaft specimens were conducted. The examinations showed that the shafts had failed by fatigue. It was recommended that a low-alloy steel (e.g., 3% Ni-Cr) in the hardened and tempered condition and subjected to shot-peening surface-hardening treatment be used. The provision of a stop to reduce bending stresses was also recommended.

Chemical analysis is a critical part of any failure investigation. With the right planning and proper analytical equipment, a myriad of information can be obtained from a sample. This article presents a high-level introduction to techniques often used for chemical analysis during failure analysis. It describes the general considerations for bulk and microscale chemical analysis in failure analysis, the most effective techniques to use for organic or inorganic materials, and examples of using these techniques. The article discusses the processes involved in the chemical analysis of nonmetallics. Advances in chemical analysis methods for failure analysis are also covered.

X-ray spectroscopy is generally accepted as the most useful ancillary technique that can be added to any scanning electron microscope (SEM), even to the point of being considered a necessity by most operators. While “stand-alone” x-ray detection systems are used less frequently in failure analysis than the more exact instrumentation employed in SEMs, the technology is advancing and is worthy of note due to its capability for nondestructive analysis and application in the field. This article begins with information on the basis of the x-ray signal. This is followed by information on the operating principles and applications of detectors for x-ray spectroscopy, namely energy-dispersive spectrometers, wavelength-dispersive spectrometers, and handheld x-ray fluorescence systems. The processes involved in x-ray analysis in the SEM and handheld x-ray fluorescence analysis are then covered. The article ends with a discussion on the applications of x-ray spectroscopy in failure analysis.

A short fracture section of a forged and normalized Ck 35 (DIN 17200) steel slide showed three distinct zones: a dark colored crystalline area, an incipient crack propagating into a far advanced, rubbed fracture surface, and a fine crystalline final break. Metallographic examination showed the dark incipient crack was present before the last heat treatment and was oxidized and decarburized prior to the conclusion of the annealing process. The crack ran perpendicular to the fiber, so it was not formed before or during forging. It was a thermal stress crack produced during flame cutting of the middle section of the slide. The initial crack acted as a sharp notch favoring the formation of the fatigue fracture which lead to the failure of the slide.

This article reviews the abrasive and adhesive wear failure of several types of reinforced polymers, including particulate-reinforced polymers, short-fiber reinforced polymers (SFRP), continuous unidirectional fiber reinforced polymers (FRP), particulate-filled composites, mixed composites (SFRP and particulate-filled), unidirectional FRP composites, and fabric reinforced composites. Friction and wear performance of the composites, correlation of performance with various materials properties, and studies on wear-of failure mechanisms by scanning electron microscopy are discussed for each of these types.

The goal of using nondestructive evaluation (NDE) in conjunction with failure analysis is to obtain the most comprehensive set of data in order to characterize the details of the damage and determine the factors that allowed the damage to occur. The NDE results can be used to determine optimal areas upon which to focus for sectioning and metallography in order to further investigate the condition of the component. This article provides information on the inspection method available for failure analysis, including standard methods such as visual testing, penetrant testing, and magnetic particle testing. It covers the effects of various factors on the properties of the part that may impact failure analysis, describes the characterization of damage modes and crack sizes, and finally discusses the processes involved in application of NDE results to failure analysis.

A pipe in the lateral wall of a boiler powering an aircraft carrier flat-top boat failed during a test at sea. The pipe was made from ASTM 192 steel, an adequate material for the application. Microstructural analysis along with equipment operating records provided valuable insight into what caused the pipe to rupture. Although the pipe had been replaced just 50 h before the accident, the analysis revealed incrustations and corrosion pits on the inner walls and oxidation on the outer walls. Microstructural changes were also observed, indicating that the steel was exposed to high temperatures. The combined effect of pitting, incrustations, and phase transformations caused the pipe to rupture.

The right landing gear on a twin-turboprop transport aircraft collapsed during landing. Preliminary examination indicated that the failure occurred at a steel-to-aluminum (7014) pinned drag-strut connection due to fracture of the lower set of drag-strut attachment lugs at the lower end of the oleo cylinder housing. Two lug fractures that were determined to be the primary fractures were analyzed. Results of various examinations indicated that stress-corrosion cracking associated with the origins of the principal fractures in the connection was the cause of failure. It was recommended that the design be modified to avoid dissimilar metal combinations of high corrosion potential.

A failure analysis was conducted on brass alloy 270 heat exchanger tubes that were pulled from a unit used to cool oil for the speed regulators and thrust bearings of a hydroelectric power plant. The tubes began to leak after approximately 5.5 years of service. Macrophotography and scanning electron microscopy were used to examine samples from the tubes. An energy-dispersive electron microprobe analysis was carried out to evaluate the zinc distribution. Results showed that the failure was due to dezincification. Replacement of the tubes with new tubes fabricated from a dezincification-resistant alloy was recommended.

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.

A deformed steel tube was received for failure analysis after buckling during a heat-treat operation. The tube was subjected to various metallurgical tests as well as nondestructive testing to confirm the presence of residual stresses. The microstructure of the tube was found to be homogenous and had no banded structure. However, x-ray diffraction analysis confirmed the presence of up to 6% retained austenite which likely caused the tube to buckle during the 910 °C heat treating procedure.

Metallurgical SEM analysis provides many insights into the failure of biomedical materials and devices. The results of several such investigations are reported here, including findings and conclusions from the examination a total hip prosthesis, stainless steel and titanium compression plates, and hollow spinal rods. Some of the failure mechanisms that were identified include corrosive attack, corrosion plus erosion-corrosion, inclusions and stress gaps, production impurities, design flaws, and manufacturing defects. Failure prevention and mitigation strategies are also discussed.

A service water pump in a nuclear reactor failed when its shaft gave way. The fracture originated in the threaded portion of the sleeve nut on the drive-end side of the shaft. Results of the failure analysis showed that the cracking initiated at the thread root as a result of corrosion fatigue. Crack propagation occurred either by corrosion or mechanical fatigue. Evidence was found indicating high rotary bending stresses on the shaft during operation. The nonstandard composition of the En 8 steel used in the shaft and irregular maintenance reduced the life of the shaft. Recommendations included use of a case-hardened En 8 steel with the correct composition and regular maintenance of the pump.

Rotor blades in the compressor section of a J79 engine had failed. Optical, stereoscopic, microhardness testing, and SEM examinations were conducted to determine the cause. The blades were made of STS403 and were used uncoated. They were damaged over an extensive area, from the 15th through the 17th compressor stages, as were stator vanes and casing sections. The fractured surface of the 17th blade showed multiple origins along with secondary cracking and extensive propagation that preceded separation. The metallographic analysis of the microstructure suggested work hardening. Based on the results, the cause of the fractured blade was high-amplitude fatigue due to severe stall. After normal engine usage of five months, the blade fractured sending fragments throughout the combustion and turbine sections.

Several newly developed liquid propane gas (LPG) cylinders made from Fe-0.13C-0.42Mn steel failed, each fracturing in the longitudinal direction. One of the cylinders was thoroughly analyzed to determine the cause. Deep-drawing flaws were observed on the inner wall of the cylinder, oriented in the direction of the fracture and roughly equal in length. Flaws about 1.3 mm deep, steps, and a chevron pattern were observed on the fractured surface as were cleavage facets, revealed by SEM. Hardness was relatively high and the microstructure near the fracture surface appeared elongated. In addition, the stress intensity factor KI calculated from the value of the internal pressure was lower than that estimated by the fracture toughness test. All of this suggests that the tanks were not sufficiently annealed and prone to brittle fracture. The analysis thus proves that cracks initiated by deep-drawing flaws were the primary cause of failure.

Three ASME SA106 grade B carbon steel feed water piping reducers from a pressurized water reactor showed indications of flaws near welds during ultrasonic testing. Further examination and testing indicated that the cracks resulted from a low-cycle corrosion fatigue phenomenon.