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.

This article briefly introduces some commonly used methods for mechanical testing. It describes the test methods and provides comparative data for the mechanical property tests. In addition, creep testing and dynamic mechanical analyses of viscoelastic plastics are also briefly described. The article discusses the processes involved in the short-term and long-term tensile testing of plastics. Information on the strength/modulus and deflection tests, impact toughness, hardness testing, and fatigue testing of plastics is also provided. The article describes tension testing of elastomers and fibers. It covers two basic methods to test the mechanical properties of fibers, namely the single-filament tension test and the tensile test of a yarn or a group of fibers.

Manufacturing process selection is a critical step in plastic product design. The article provides an overview of the functional requirements that a part must fulfil before process selection is attempted. A brief discussion on the effects of individual thermoplastic and thermosetting processes on plastic parts and the material properties is presented. The article presents process effects on molecular orientation. It also illustrates the thinking that goes into the selection of processes for size, shape, and design factors. Finally, the article describes how various processes handle reinforcement.

Two silica phenolic nozzle liners cracked during proof testing. The test consisted of pressuring the nozzles to 14.1 MPa (2050 psia) for 5 to 20 s. It was concluded that the failure was due to longitudinal cracking in the convergent exhaust-nozzle insulators, stemming from the use of silica phenolic tape produced from flawed materials that went undetected by the quality control tests, which at the time, assessed tape strength properties in the warp rather than the bias direction. Once the nozzle manufacturer and its suppliers identified the problem, they changed their quality control procedures and resumed production of nozzle liners with more tightly controlled fiber/fabric materials.

Superelastic nitinol wires that fractured under various conditions were examined under a scanning electron microscope in order to characterize the fracture surfaces, produce reference data, and compare the findings with prior published work. The study revealed that nitinol fracture modes and morphologies are generally consistent with those of ductile metals, such as austenitic stainless steel, with one exception: Nitinol exhibits a unique damage mechanism under high bending strain, where damage occurs at the compression side of tight bends or kinks while the tensile side is unaffected. The damage begins as slip line formation due to plastic deformation, which progresses to cracking at high strain levels. The cracks appear to initiate from slip lines and extend in shear (mode II) manner.

An aluminum bronze bushing that serves as a guide in a crimping machine began to fail after 50,000 cycles or approximately two weeks of operation. Until then, typical run times had been on the order of months. Although the bushings are replaceable and relatively inexpensive, the cost of downtime adds up quickly while operators troubleshoot and swap out worn components. Initially, the quality of the bushings came into question, but after a detailed analysis of the entire crimping mechanism, several other issues emerged that were not previously considered. As a result, the investigation provides information on not only better materials, but also design changes intended to reduce wear and increase service life.

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.

Sudden and unexplained bearing cap bolt fractures were experienced with reduced-shank design bolts fabricated from 42 CrMo 4 steel, quenched and tempered to a nominal hardness of 38 to 40 HRC. Fractographic analysis provided evidence favoring stress-corrosion cracking as the operating transgranular fracture failure mechanism. Water containing H7S was subsequently identified as the aggressive environment that precipitated the fractures in the presence of high tensile stress. This environment was generated by the chemical breakdown of the engine oil additive and moisture ingress into the normally sealed bearing cap chamber surrounding the bolt shank. A complete absence of fractures in bolts from one of the two vendors was attributed primarily to surface residual compressive stresses produced on the bolt shank by a finish machining operation after heat treatment. Shot cleaning, with fine cast shot, produced a surface residual compressive stress, which eliminated stress-corrosion fractures under severe laboratory conditions.

A sand-cast LM6M aluminum alloy sprocket drive wheel in an all-terrain vehicle failed. Extensive cracking had occurred around each of the six bolt holes in the wheel. Evidence of considerable deformation in this area was also noted. Examination indicated that the part failed because of gross overload. Use of an alloy with a much higher yield strength and improvement in design were recommended.

Life testing of cyclic loaded, miniature extension springs made of 17-7 PH stainless steel wire and AISI 302 Condition B stainless steel wire has shown end hook configuration to be a major source of weakness. To avoid cracking and subsequent fatigue failure, it was found that stress concentration depended on end hook bend sharpness. Also, interference fits are to be avoided in the end hooks of small springs. Additionally, a need for careful consideration of the stress-corrosion properties of candidate materials for spring applications has been demonstrated by stress-corrosion test results for 17-7 PH CH900 and for Custom 455 CH850 stainless steels. Laboratory testing of these two materials in the form of compression springs confirmed the superiority of the 17-7 PH over Custom 455.

Two clamps that support overhead power lines in an electrified rail system fractured within six months of being installed. The clamps are made of CuNiSi alloy, a type of precipitation-strengthening nickel-silicon bronze. To identify the root cause of failure, the rail operator led an investigation that included fractographic and microstructural analysis, hardness testing, inductively coupled plasma spectroscopy, and finite-element analysis. The fracture was shown to be brittle in nature and covered with oxide flakes, but no other flaws relevant to the failure were observed. The investigation results suggest that the root cause of failure was a forging lap that occurred during manufacturing. Precracks induced by the forging defect and the influence of preload stress (due to bolt torque) caused the premature failure.

Two type 316L stainless steel orthopedic screws broke approximately 6 weeks after surgical implant. The screws had been used to fasten a seven-hole narrow dynamic compression plate to a patient's spine. The broken screws and screws of the same vintage and source were examined using macrofractography, SEM fractography, and hardness testing. Fractography established that fracture was by fatigue and that the fatigue cracking originated at corrosion pits. Hardness while below specification, still indicated that the screws were in the cold-worked condition and notch sensitive during fatigue loading. Use of a steel with a higher molybdenum content (317L) in the annealed condition was recommended.

A commercial hybrid-iron golf club fractured during normal use. The club fractured through its cast aluminum alloy hosel. Optical analysis revealed casting pores through 20% of the hosel thickness. Mechanical properties were determined from characterization results, then used to construct a finite element model to analyze material performance under failure conditions. In addition, a full scale structural test was conducted to determine failure strength. It was concluded that the club failed not from ground impact but from a force reversal at the bottom of the downswing. Large moments generated during the downswing aggravated by manufacturing defects and stress concentration combined to create an overload condition.

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.

Welded connections are a common location for failures for many reasons, as explained in this article. This article looks at such failures from a holistic perspective. It discusses the interaction of manufacturing-related cracking and service failures and primarily deals with failures that occur in service due to stresses caused by externally applied loads. The purpose of this article is to enable a failure analyst to identify the causative factors that lead to welded connection failure and to identify the corrective actions needed to overcome such failures in the future. Additionally, the reader will learn from the mistakes of others and use principles that will avoid the occurrence of similar failures in the future. The topics covered include failure analysis fundamentals, welded connections failure analysis, welded connections and discontinuities, and fatigue. In addition, several case studies that demonstrate how a holistic approach to failure analysis is necessary are presented.

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 compression hip screw is a device designed to hold fractures in the area of the femur in alignment and under compression. A side plate, which is an integral part of the device, is attached by screws to the femur, and it holds the compression screw in position. The device analyzed had broken across the eighth hole (of nine holes) from the end of the plate. The detailed metallurgical failure analysis of the device, including metallography and fractography, is reported here. It was found that the device had adequate metallurgical integrity for the application for which it was intended. It is believed that failure was caused by the lack of a screw in the ninth hole. Evidence is also presented which indicates that the device was bent prior to insertion, and the local plastic deformation may have caused structural changes leading to premature crack initiation.

During autofrettage of a thick-wall steel pressure vessel, a crack developed through the wall of the component. Certain forged pressure vessels are subjected to autofrettage during their manufacture to induce residual compressive stresses at locations where fatigue cracks may initiate. The results of the autofrettage process, which creates a state of plastic strain in the material, is an increase in the fatigue life of the component. Analysis (visual inspection, 50x/500x unetched micrographs, and electron microprobe analysis) supports the conclusion that the fracture toughness of the steel was exceeded, and failure through the wall occurred because of the following reason: the high level of iron oxide found is highly abnormal in vacuum-degassed steels. Included matter of this nature (exogenous) most likely resulted from scale worked into the surface during forging. Therefore, it is understandable that failure occurred during autofrettage when the section containing these defects was subjected to plastic strains. Because the inclusions were sizable, hard, and extremely irregular, this region would effect substantial stress concentration. No recommendations were made.