The engine on a jet aircraft was shut down immediately as it produced excessive vibration. Complete failure of the cage in one of the two main-shaft ball bearings (placed side by side in the engine) was revealed in the dismantled engine. The ball bearings (made of vacuum-melted 52100 steel) were both of the single-row deep-groove type with split inner rings and were designed to operate at a maximum temperature of 175 deg C. Overtempering of the rings was indicated by the reduced hardness in comparison to unfailed rings. Severe damage to approximately 20% of the load-bearing surface, with more damage on one of the shoulders of the groove, was revealed during examination of the outer raceway of the bearing which indicated misalignment of the bearing. No damage other than spalling cavities in the inner-ring raceway, caused by the elongated subsurface inclusion revealed by metallographic examination of circumferential section of the largest cavity, was exhibited by the second bearing. It was concluded that the fracture of the cage was caused by overheating and misalignment caused excessive stressing of the bearing on the main shaft.

A broken aircraft crankshaft and a severely damaged main brass bearing were examined to determine whether engine failure was initiated in the bearing or in the crankshaft. The steel crankshaft failure was a classical fatigue fracture. The bearing had been subjected to extremely high temperatures, as indicated by melting in the brass components and the extreme distortion in the rollers. Microscopic examination on the crankshaft material showed it to be a good quality steel. On the other hand, the chromium plate was thick, porous, and cracked in many places, including the point of the main fatigue crack. It was concluded that the over-all failure was initiated in the crankshaft, and the failure of the bearing resulted from that failure.

The governor on an aircraft engine failed and upon disassembly of the unit, it was discovered that the retainer for the flyweight pivot pins was broken. The channel-shaped retainer was made of 0.8 mm (0.030 in.) thick 1018 or 1020 steel. The part was plated with copper, which acted as a stop-off during carburizing of the offset, circular thrust-bearing surface surrounding the 16-mm (0.637-in.) diam hole. The bearing surface was case hardened to a depth of 0.05 to 0.1 mm (0.002 to 0.005 in.), then austempered to obtain a minimum hardness of 600 Knoop (1-kg, or 2.2-lb, load). Considerable vibration was created in the installation because of the design of the mechanical device used to transmit power to the governor. The pins were permitted to slide axially a small distance. Analysis (visual inspection, microscopic examination, and ductility measurements) supported the conclusion that failure of the retainer was the result of fatigue caused by vibration in the flyweight assembly. Impact of the pivot pins on the retainer also contributed to failure. Recommendations included redesign of the flyweight assembly, and replacement of the channel-shaped retainer with a spring-clip type of pin retainer.

Several cases of embrittlement failure are analyzed, including liquid-metal embrittlement (LME) of an aluminum alloy pipe in a natural gas plant, solid metal-induced embrittlement (SMIE) of a brass valve in an aircraft engine oil cooler, LME of a cadmium-plated steel screw from a crashed helicopter, and LME of a steel gear by a copper alloy from an overheated bearing. The case histories illustrate how LME and SMIE failures can be diagnosed and distinguished from other failure modes, and shed light on the underlying causes of failure and how they might be prevented. The application of LME as a failure analysis tool is also discussed.

The master connecting rod of a reciprocating aircraft engine revealed cracks during routine inspection. The rods were forged from 4337 (AMS 6412) steel and heat treated to a specified hardness of 36 to 40 HRC. H-shaped cracks in the wall between the knuckle-pin flanges were revealed by visual examination. The cracks were originated as circumferential cracks and then propagated transversely into the bearing-bore wall. No inclusions in the master rod were detected by magnetic-particle and x-ray inspection. Three large inclusions lying approximately parallel to the grain direction and fatigue beach marks around two of the inclusions were revealed by macroscopic examination of the fracture surface. Large nonmetallic inclusions that consisted of heavy concentrations of aluminum oxide (Al2O3) were revealed by microscopic examination of a section through the fracture origin. The forging vendors were notified about the excess size of the nonmetallic inclusions in the master connecting rods and a nondestructive-testing procedure for detection of large nonmetallic inclusions was established.

Rolling-contact fatigue (RCF) is a surface damage process due to the repeated application of stresses when the surfaces of two bodies roll on each other. This article briefly describes the various surface cracks caused by manufacturing processing faults or blunt impact loads on ceramic balls surfaces. It discusses the propagation of fatigue cracks involved in rolling contacts. The characteristics of various types of RCF test machines are summarized. The article concludes with a discussion on the various failure modes of silicon nitride in rolling contact. These include the spalling fatigue failure, the delamination failure, and the rolling-contact wear.

A 52000 bearing steel valve guide component operating in the fuel supply system of a transport aircraft broke into two pieces after 26 h of flight. The valve guide fractured through a set of elongated holes that had been electrodischarge machined into the component. Analysis indicated that the part failed by low cycle fatigue. The fracture was brittle in nature and had originated at a severely eroded zone of craters in a hard, deep white layer that was the result of remelting during electrodischarge machining. It was recommended that the remaining parts be inspected using a stereoscopic microscope and/or a borescope.

Rolling-element bearings use rolling elements interposed between two raceways, and relative motion is permitted by the rotation of these elements. This article presents an overview of bearing materials, bearing-load ratings, and an examination of failed bearings. Rolling-element bearings are designed on the principle of rolling contact rather than sliding contact; frictional effects, although low, are not negligible, and lubrication is essential. The article lists the typical characteristics and causes of several types of failures. It describes failure by wear, failure by fretting, failure by corrosion, failure by plastic flow, failure by rolling-contact fatigue, and failure by damage. The article discusses the effects of fabrication practices, heat treatment and hardness of bearing components, and lubrication of rolling-element bearings with a few examples.

A ball bearing in a military jet engine sustained heavy damage and was analyzed to determine the cause. Almost all of the balls and a portion of the outer race were found to be flaking, but there were no signs of damage on the inner race and cage. Tests (chemistry, hardness, and microstructure) indicated that the bearing materials met the specification requirements. However, closer inspection revealed areas of discoloration, or nonuniform contact marks, on the ID surface of the inner ring. The unusual wear pattern suggested that the bearing was not properly mounted, thus subjecting it to uneven or eccentric loading. This explains the preferential nature of the flaking on the outer race and points to an assembly error as the root cause of failure.

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.

A tri-lobe cylindrical roller bearing was submitted for investigation to determine the cause of uniformly spaced axial fluting damages on its rollers and outer raceway surfaces. The rollers and raceways were made from premium-melted M50 and M50NiL, aircraft quality steels often used in bearings to minimize the effects of orbital slippage and rolling-contact fatigue. The damaged areas were examined under a scanning electron microscope, which revealed a high density of microcraters, characteristic of local melting and material removal associated with bearing currents. Investigators also examined the effect of electrical discharge on crater dimensions and density and the role that thermoelectric voltage potentials may have played.

An aero engine failed due to the misalignment of the ball bearing fitted on the main shaft of the engine. The aero engine incorporates two independent compressors: a six-stage axial flow LP compressor and a nine-stage axial flow HP compressor. The bearing under consideration is a HP location bearing and is fitted at the rear of the nine-stage compressor. It was supposed to operate for at least 5000 h, but failed catastrophically after 1300 h, rendering the engine unserviceable. Unusually high stresses caused by misalignment and uneven axial loading resulted in the generation of fatigue crack(s) in the inner race. When the crack reached the critical size, the collar of the race fractured, causing subsequent damage. The cage also failed due to excessive stresses in the axial direction, and its material was smeared on the steel balls and the outer race.

This article briefly introduces the concepts of failure analysis and root cause analysis (RCA), and the role of failure analysis as a general engineering tool for enhancing product quality and failure prevention. It reviews four fundamental categories of physical root causes, namely, design deficiencies, material defects, manufacturing/installation defects, and service life anomalies, with examples. The article describes several common charting methods that may be useful in performing an RCA. It also discusses other failure analysis tools, including review of all sources of input and information, people interviews, laboratory investigations, stress analysis, and fracture mechanics analysis. The article concludes with information on the categories of failure and failure prevention.

The case study presented in this article details the failure investigation of an M50 alloy steel bearing used in a jet engine gearbox drive assembly. It discusses the investigative steps and analytic tools used to determine the root cause, highlighting the importance of continuous, thorough questioning by the investigating activity. The combined analyses demonstrated that the bearing failed by a single event overload as evidenced by bulk deformation and traces of foreign material on the rolling elements. The anomalous transferred metal found on the rolling elements subsequently led to the discovery of overlooked debris in an engine chip detector, and thus resulted in a review of several maintenance practices.

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 briefly introduces the concepts of failure analysis, including root-cause analysis (RCA), and the role of failure analysis as a general engineering tool for enhancing product quality and failure prevention. It initially provides definitions of failure on several different levels, followed by a discussion on the role of failure analysis and the appreciation of quality assurance and user expectations. Systematic analysis of equipment failures reveals physical root causes that fall into one of four fundamental categories: design, manufacturing/installation, service, and material, which are discussed in the following sections along with examples. The tools available for failure analysis are then covered. Further, the article describes the categories of mode of failure: distortion or undesired deformation, fracture, corrosion, and wear. It provides information on the processes involved in RCA and the charting methods that may be useful in RCA and ends with a description of various factors associated with failure prevention.

This article discusses failures in shafts such as connecting rods, which translate rotary motion to linear motion, and in piston rods, which translate the action of fluid power to linear motion. It describes the process of examining a failed shaft to guide the direction of failure investigation and corrective action. Fatigue failures in shafts, such as bending fatigue, torsional fatigue, contact fatigue, and axial fatigue, are reviewed. The article provides information on the brittle fracture, ductile fracture, distortion, and corrosion of shafts. Abrasive wear and adhesive wear of metal parts are also discussed. The article concludes with a discussion on the influence of metallurgical factors and fabrication practices on the fatigue properties of materials, as well as the effects of surface coatings.

An oil scavenge pump was found to have failed when a protective shear neck fractured during the start of a jet engine. Visual inspection revealed that the driven gear in one of the bearing compartments was frozen as was the corresponding drive gear. Spacer wear and thermal discoloration (particularly on the driven gear) were also observed. The gears were made from 32Cr-Mo-V13 steel, hardened and nitrided to 750 to 950 HV. Micrographic inspection of the gear teeth revealed microstructural changes that, in context, appear to be the result of friction heating. The spacers consist of Cu alloy (AMS4845) bushings force fit into AA2024-T3 Al alloy spacing elements. It was found that uncontrolled fit interference between the two components had led to Cu alloy overstress. Thermal cycling under operating conditions yielded the material. The dilation was directed inward to the shaft, however, because the bushing had only a few microns of clearance. The effect caused the oil to squeeze out, resulting in metal-to-metal contact, and ultimately failure.

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.

In addition to failures in shafts, this article discusses failures in connecting rods, which translate rotary motion to linear motion (and conversely), and in piston rods, which translate the action of fluid power to linear motion. It begins by discussing the origins of fracture. Next, the article describes the background information about the shaft used for examination. Then, it focuses on various failures in shafts, namely bending fatigue, torsional fatigue, axial fatigue, contact fatigue, wear, brittle fracture, and ductile fracture. Further, the article discusses the effects of distortion and corrosion on shafts. Finally, it discusses the types of stress raisers and the influence of changes in shaft diameter.