In an industrial application, 24 speed-increaser gearboxes were used to transmit 258 kW (346 hp) and increase speed from 55 to 375 rev/min. The gears were parallel shaft, single helical, carburized, and ground. The splash lubrication system used a mineral oil without antiscuff additives with ISO 100 viscosity. After about 250 h of operation, two gearboxes failed by bending fatigue. Investigation showed the primary failure mode was scuffing, and the earlier bending fatigue failures were caused by dynamic loads generated by the worn gear teeth. Testing of a prototype gearbox showed that the failure resulted from several interrelated factors: the lubricant viscosity was too low causing high temperatures; no antiscuff additives were used; a gearbox designed as a speed reducer was used as a speed increaser (the designer selected a long-addendum tooth for the pinion); the gear teeth were not provided with a coating or plating to ease running-in; and the gears were not run-in properly under reduced loads. The case suggests that such gear failures can be avoided if designers and operators recognize that the lubricant is an important component of a gearbox and appreciate that gear design requires the consideration and control of many interrelated factors.

A nickel alloy cylinder plated with chromium along its inner liner, installed in a commercial ice cream freezer, showed gray discoloration along its OD surface. The discolored parts exhibited significantly reduced cooling efficiency as compared with new cylinders. During operation, the OD of the cylinder was exposed to liquid ammonia refrigerant containing lubricant from the compressor. The lubricant (mineral oil) was intended to separate from the ammonia and be recirculated through the compressor. Nondestructive portable optical microscopy, XRF, EDS, and XPS analyses showed that the discoloration on the cylinder was associated with metal oxidation products coated with a thin oil film. One of the recommendations was to plate the OD of the cylinder with hard chromium to increase its resistance to erosion. Another recommendation was to reduce the amounts of water contamination in the refrigerant.

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.

Initially, two vertical double-acting two-stage compressors delivering chlorine gas at a pressure of 100 psi appeared to be running satisfactorily. About six months later the LP piston-rod of the No. 2 compressor failed due to burning, the compressor being worked double-acting at the time. About five months later, the HP piston rod of the No. 1 compressor failed in a similar manner. Specimens for microscopic examination were cut from the rod in the region of the failure and from the extreme end that had been situated above the piston and hence not subjected to an appreciable rise in temperature. The material was a steel in the normalized condition with a 0.35% C content. It appears probable that deficient lubrication of the gland resulted in overheating of the rod due to friction. The presence of a sprayed-metal coating was probably an additional factor in promoting failure, as it would present to the gas a surface area considerably greater than that of a homogeneous material.

Two plastic tank floats in separate toilets in one dwelling failed within a relatively brief period of time. Examination of the floats and of a brass connecting rod revealed that the fracture occurred at the base of the threaded hole in the nipple and was brittle in nature. The fracture surfaces were coated with zinc oxide. It was concluded that the failure resulted from improper repairs and/or adjustments, including the use of a cosmetic zinc oxide cream as a lubricant. The cream initiated deterioration of the originally ductile plastic, causing it to become brittle and fragile.

Cracks were discovered between interference-fit fasteners (MoS2-coated Ti-6Al-4V) that had been incorporated into a fighter aircraft primary structural frame (D6ac steel) to enhance structural fatigue life. Examination of sections cut from the cracked frame established that the cracks propagated by stress-corrosion cracking. The cause of cracking was twofold: use of interference-fit fasteners exposed to moisture intrusion from a marine environment and poor hole quality. Failure was intensified by dissimilar-metal contact in the presence of weak acidic electrolyte (dissociated MoS2). Control of machining parameters to prevent formation of brittle martensite, use of galvanically compatible fasteners, and use of an alternate lubricant were recommended.

A major cause of failure in components subjected to rolling or rolling/sliding contacts is contact fatigue. This article focuses on the rolling contact fatigue (RCF) performance and failure modes of overlay coatings such as those deposited by physical vapor deposition, chemical vapor deposition, and thermal spraying (TS). It provides a background to RCF in bearing steels in order to develop an understanding of failure modes in overlay coatings. The article describes the underpinning failure mechanisms of TiN and diamond-like carbon coatings. It presents an insight into the design considerations of coating-substrate material properties, coating thickness, and coating processes to combat RCF failure in TS coatings.

Friction and wear are important when considering the operation and efficiency of components and mechanical systems. Among the different types and mechanisms of wear, adhesive wear is very serious. Adhesion results in a high coefficient of friction as well as in serious damage to the contacting surfaces. In extreme cases, it may lead to complete prevention of sliding; as such, adhesive wear represents one of the fundamental causes of failure for most metal sliding contacts, accounting for approximately 70% of typical component failures. This article discusses the mechanism and failure modes of adhesive wear including scoring, scuffing, seizure, and galling, and describes the processes involved in classic laboratory-type and standardized tests for the evaluation of adhesive wear. It includes information on standardized galling tests, twist compression, slider-on-flat-surface, load-scanning, and scratch tests. After a discussion on gear scuffing, information on the material-dependent adhesive wear and factors preventing adhesive wear is provided.

This article describes the preliminary stages and general procedures, techniques, and precautions employed in the investigation and analysis of metallurgical failures that occur in service. The most common causes of failure characteristics are described for fracture, corrosion, and wear failures. The article provides information on the synthesis and interpretation of results from the investigation. Finally, it presents key guidelines for conducting a failure analysis.

Rolling-contact fatigue (RCF) is a common failure mode in components subjected to rolling or rolling-sliding contact. This article provides a basic understanding of RCF and a broad overview of materials and manufacturing techniques commonly used in industry to improve component life. A brief discussion on coatings to improve surface-initiated fatigue and wear is included, due to the similarity to RCF and the increasing criticality of this failure mode. The article presents a working knowledge of Hertzian contact theory, describes the life prediction of rolling-element bearings, and provides information on physics and testing of rolling-contact fatigue. Processes commonly used to produce bearings for demanding applications are also covered.

Fretting is a wear phenomenon that occurs between two mating surfaces; initially, it is adhesive in nature, and vibration or small-amplitude oscillation is an essential causative factor. Fretting generates wear debris, which oxidizes, leading to a corrosion-like morphology. This article focuses on fretting wear related to debris formation and ejection. It reviews the general characteristics of fretting wear, with an emphasis on steel. The review covers fretting wear in mechanical components, various parameters that affect fretting; quantification of wear induced by fretting; and the experimental results, map approach, measurement, mechanism, and prevention of fretting wear. This review is followed by several examples of failures related to fretting wear.

This article discusses the generic features of impact wear on metals, ceramics, and polymers. It describes normal impact wear and compound impact wear, as well as the features of impact wear testing apparatus such as ballistic impact wear apparatus and pivotal hammer impact wear apparatus. Most mechanical components continue to be functional beyond the zero wear limit, and their usefulness is normally connected with the loss of a specific depth of material. The article reviews the zero impact wear model and some measurable impact wear models. It presents a case study illustrating the impact of wear failure on automotive engine inlet valves and seat inserts.

An external tank pressure/vent valve regulates the external tank fuel feed system, which transfers fuel under pressure to the internal tanks of the aircraft. A dual-position valve was found to be sticking at the intermediate positions. Also, service air check valves located on the incoming lines contained poppets that were being stuck in a closed or partially closed position because of suspected corrosion product. Residue taken from the check valve poppet and from the dual-position valve was chemically analyzed. Chloride was present in both samples. It was suspected that moisture entering the service air lines left a chloride-containing compound upon evaporation within the air check valves and pressure/vent assembly. This compound subsequently reacted with the anodized, dichromate sealed check valve housing to lock the check valve poppets in a closed or partially closed position, decreasing the actual pressure being supplied to the pressure/vent valve. It was recommended that an inspection be conducted to ensure that the service air check valves are operating properly prior to removal and servicing of the pressure/vent valve assembly. It was also recommended that dry-film lubricant be checked to ensure that it meets specifications for the pressure/vent valve assembly.

Impact or percussive wear is defined as the wear of a solid surface that is due to percussion, which is a repetitive exposure to dynamic contact by another body. Impact wear, however, has many analogies to the field of erosive wear. The main difference is that, in impact wear situations, the bodies tend to be large and contact in a well-defined location in a controlled way, unlike erosion where the eroding particles are small and interact randomly with the target surface. This article describes some generic features and modes of impact wear of metals, ceramics, and polymers. It discusses the processes involved in testing and modeling of impact wear, and includes two case studies.

This article reviews the general characteristics of fretting wear in mechanical components with an emphasis on steel. It focuses on the effects of physical variables and the environment on fretting wear. The variables include the amplitude of slip, normal load, frequency of vibration, type of contact and vibration, impact fretting, surface finish, and residual stresses. The form, composition, and role of the debris are briefly discussed. The article also describes the measurement, mechanism, and prevention of fretting wear. It concludes with several examples of failures related to fretting wear.

River water was pumped into a brine plant by a battery of vertical pumps, each operating at 3600 rpm and at a discharge pressure of 827 kPa (120 psi). The pumps were lubricated by means of controlled leakage. The 3.8 cm (1 in.) OD pump sleeves were made of an austenitic stainless steel and were hard faced with a fused nickel-base hardfacing alloy (approximately 58 HRC). Packing for the pumps consisted of a braided PTFE-asbestos material. After several weeks of operation, the pumps began to leak and to spray water over the platforms on which they were mounted at the edge of the river. Analysis supported the conclusions that the leaks were caused by excessive sleeve wear that resulted from the presence of fine, abrasive silt in the river water. The silt, which contained hard particles of silica, could not be filtered out of the inlet water effectively.

Stainless steel bolts broke after short-term exposure in boiler feed-pump applications. Specifications required that the bolts be made of a 12% Cr high-strength steel with a composition conforming to that of AISI type 410 stainless steel. Several bolts from three different installations were examined. It was found that fracture of the bolts was by intergranular stress corrosion. A metallic copper-containing antiseizure compound on the bolts in a corrosive medium set up an electro-chemical cell that produced trenchlike fissures or pits for fracture initiation. Because the bolts were not subjected to cyclic loading, fatigue or corrosion fatigue was not possible. To prevent reoccurrence, bolts were required to conform to the specified chemical composition. The hardness range for the bolts was changed from 35 to 45 HRC to 18 to 24 HRC. Petroleum jelly was used as an antiseizure lubricant in place of the copper-containing compound. As a result of these changes, bolt life was increased to more than three years.

This article considers the main characteristics of wear mechanisms and how they can be identified. Some identification examples are reported, with the warning that this task can be difficult because of the presence of disturbing factors such as contaminants or possible additional damage of the worn products after the tribological process. Then, the article describes some examples of wear processes, considering possible transitions and/or interactions of the mechanism of fretting wear, rolling-sliding wear, abrasive wear, and solid-particle erosion wear. The role of tribological parameters on the material response is presented using the wear map concept, which is very useful and informative in several respects. The article concludes with guidelines for the selection of suitable surface treatments to avoid wear failures.

This paper deals with disk drive failures that occur in the interface area between the head and disk. The failures often lead to the loss of stored data and are characterized by circumferential microscratches that are usually visible to the unaided eye. The recording media in disk drives consists of a metal, glass, ceramic, or plastic substrate coated with a magnetic material. Data errors are classified as ‘soft’ or ‘hard’ depending on their correctability. Examination has shown that hard errors are the result of an abrasive wear process that begins with contact between head and disk asperities. The contact generates debris that, as it accumulates, increases contact pressure between the read-write head and the surface of the disk. Under sufficient pressure, the magnetic coating material begins wearing away, resulting in data loss.

An investigation of wear and failure of babbitt bushes was completed in this study. The results showed that wear at dry sliding of babbitt obtained by plasma spraying was less than that of babbitt in the as-cast state and after a deformation heat treatment. The failure of babbitt bushes was caused by a simultaneous and interrelated exhibition of fatigue and wear processes that depend considerably on cohesion strength between the bush and the bearing base and accumulation of defects on the contact surface between the bush and the shaft.