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 bearing cup in a drive shaft assembly on an automobile was found to have failed. A detailed analysis was conducted using the QC story approach, which begins by proposing several possible failure scenarios then following them to determine the main root cause. A number of alternative solutions were identified and then validated based on chemical analysis, endurance and hardness tests, and microstructural examination. The investigation revealed that carbonitriding can effectively eliminate the type of failure encountered because it prevents through hardening of the bearing cup assembly.

Fundamentals of fatigue failure are outlined. Addressed are fatigue crack characteristics, basic crack types, unidirectional bending, alternate bending, rotary bending, torsion, direct stress, and combined stress. Stress cycle, endurance limits, under and overstressing, stress concentration, and surface condition are discussed. Sections are devoted to fatigue crack assessment, corrosion relation to fatigue failure, and the micro-mechanisms of fatigue failure. Materials considered include steels. Photographs of service failures are used to illustrate features alluded to in the text.

This article presents a failure analysis of an aluminum cylinder head on an automotive engine. During an endurance test, a crack initiated from the interior wall of a hole in the center of the cylinder head, then propagated through the entire thickness of the component. Metallurgical examination of the crack origin revealed that casting pores played a role in initiating the crack. Stress components, identified by finite element analysis, also played a role, particularly the stresses imposed by the bolt assembly leading to plastic strain. It was concluded that the failure can be prevented by eliminating the bolt hole, using a different type of bolt, or adjusting the fastening torque.

A number of failures involving carbon and alloy steels were analyzed to assess the effects of inclusions and their influence on mechanical properties. Inclusions, including brittle oxides and more ductile manganese sulfides (MnS), affect fatigue endurance limit, fatigue crack propagation rates, fracture toughness, notch toughness, and transverse tensile properties, and do so in an anisotropic manner with respect to rolling direction. Significant property anisotropy has been documented in the failures investigated, providing evidence that designers failed to account for it. Typical fracture morphologies observed in such cases and metallographic appearances of MnS-containing materials are illustrated.

An intermediate shaft (3 in. diam), part of a camshaft drive on a large diesel engine, broke after two weeks of service. Failure occurred at the end of the taper portion adjacent to the screwed thread. The irregular saw-tooth form of fracture was characteristic of failure from torsional fatigue. A second shaft carried as spare gear was fitted and failure took place in a similar manner in about the same period of time. Examination revealed that the tapered portion of the Fe-0.6C carbon steel shaft had been built up by welding prior to final machining. A detailed check by the engine-builder established that the manufacture of these two shafts had been subcontracted. It was ascertained that the taper portions had been machined to an incorrect angle and then subsequently built-up and remachined to the correct taper. The reduction in fatigue endurance following welding was due to heat-affected zone cracking, residual stresses, the lower fatigue strength of the weld deposited metal, and weld defects.

A bull gear from a coal pulverizer at a utility failed by rolling-contact fatigue as the result of continual overloading of the gear and a nonuniform, case-hardened surface of the gear teeth. The gear consisted of an AISI 4140 Cr-Mo steel gear ring that was shrunk fit and pinned onto a cast iron hub. The wear and pitting pattern in the addendum area of the gear teeth indicated that either the gear or pinion was out of alignment. Beach marks observed on the fractured surface of the gear indicated that fatigue was the cause of the gear failure. Similar gears should be inspected carefully for signs of cracking or misalignment. Ultrasonic testing is recommended for detection of subsurface cracks, while magnetic particle testing will detect surface cracking. Visual inspection can be used to determine the teeth contact pattern.

This article discusses the fundamental variables involved in fatigue-life assessment, which describe the effects and interaction of material behavior, geometry, and stress history on the life of a component. It compares the safe-life approach with the damage-tolerance approach, which employs the stress-life method of fatigue life assessment. The article examines the behavior of three different metallic materials used in the design and manufacture of structural components: steel, aluminum, and titanium. It also reviews the effects of retardation and spectrum load on component life. The article concludes with case studies of fatigue life assessment from the aerospace industry.

Failure occurred in a type 304 stainless steel leaf spring attached to the undercarriage assembly of an airport shuttle train. Failure analysis showed that the fracture was caused by low-cycle, reversed bending fatigue. The stresses leading to failure were imposed by poor alignment. It was recommended that improved assembly procedures be used and that, if another failure occurred, a steel of higher fatigue strength be used.

The drive shaft in a marine propulsion system broke, stranding a large vessel along the Canadian seacoast. The shaft was made from quenched and tempered low-alloy steel. Fractographic investigation revealed that the shaft failed under low rotating-bending variable stress. Fatigue propagation occurred on about 95% of the total cross section of the shaft, under both low-cycle and high-cycle fatigue mechanisms. It was found that the fillet radius at the fracture’s origin was smaller than the one provisioned by design. As a result, the stresses at this location exceeded the values used in the design calculations, thus causing the initiation of the cracking. Moreover, although the shaft had been quenched and tempered, its actual hardness did not have the optimal value for long-term fatigue strength.

The side supporting flange of the bottom platen of an 800 ton hydraulic press fractured after 9 x 10's cycles under a maximum load of 530 tons. The platen material specified in the design was cast steel 52. Metallographic examination of the fracture surface indicated that the platen had failed in fatigue as a result of a high stress concentration in a sharp 0.6 mm (0.02 in.) radius fillet. Stress analysis and fracture mechanics predictions revealed that there was also danger of fatigue failure for platens with the design radius of 10 mm (0. 4 in.) if the press operates at 800 tons. It was recommended that the remaining life of similar presses be assessed periodically controlling the cracks, their dimensions, and their propagation rates. An increase in the radius of the fillet was also recommended.

This article offers an overview of fatigue fundamentals, common fatigue terminology, and examples of damage morphology. It presents a summary of relevant engineering mechanics, cyclic plasticity principles, and perspective on the modern design by analysis (DBA) techniques. The article reviews fatigue assessment methods incorporated in international design and post construction codes and standards, with special emphasis on evaluating welds. Specifically, the stress-life approach, the strain-life approach, and the fracture mechanics (crack growth) approach are described. An overview of high-cycle welded fatigue methods, cycle-counting techniques, and a discussion on ratcheting are also offered. A historical synopsis of fatigue technology advancements and commentary on component design and fabrication strategies to mitigate fatigue damage and improve damage tolerance are provided. Finally, the article presents practical fatigue assessment case studies of in-service equipment (pressure vessels) that employ DBA methods.

Two shafts that transmit power from the engine to the propeller of a container ship failed after a short time in service. The shafts usually have a 25 year lifetime, but the two in question failed after only a few years. One of the shafts, which carries power from a gearbox to the propeller, is made of low alloy steel. The other shaft, part of a clutch mechanism that regulates the transmission of power from the engine to the gears, is made of carbon steel. Fracture surface examination of the gear shaft revealed circumferential ratchet marks with the presence of inward progressive beach marks, suggesting rotary-bending fatigue. The fracture surfaces on the clutch shaft exhibited a star-shaped pattern, suggesting that the failure was due to torsional overload which may have initiated at corrosion pits discovered during the examination. Based on the observations, it was concluded that rotational bending stresses caused the gear shaft to fail due to insufficient fatigue strength. This led to the torsional failure of the corroded clutch shaft, which was subjected to a sudden, high level load when the shaft connecting the gearbox to the propeller failed.

The fatigue failure of a wire rope used on a skip hoist in an underground mine has been studied as part of the ongoing research by the Bureau of Mines into haulage and materials handling hazards in mines. Macroscopic correlation of individual wire failures with wear patterns, fractography, and microhardness testing were used to gain an understanding of the failure mechanism. Wire failures occurred predominantly at characteristic wear sites between strands. These wear sites are identifiable by a large reduction in diameter; however, reduction in area was not responsible for the location of failure. Fractography revealed multiple crack initiation sites to be located at other less noticeable wear sites or opposite the characteristic wear site. Microhardness testing revealed hardening, and some softening, at wear sites.

This paper presents a failure analysis of a reverse shaft in the transmission system of an all-terrain vehicle (ATV). The reverse shaft with splines fractured into two pieces during operation. Visual examination of the fractured surface clearly showed cracks initiated from the roots of spline teeth. To find out the cause of fracture of the shaft, a finite element analysis was carried out to predict the stress state of the shaft under steady loading and shock loading, respectively. The steady loading was produced under normal operation, while the shock loading could be generated by an abrupt change of operation such as start-up or sudden braking during working. Results of stress analysis reveal that the highest stressed area coincided with the fractured regions of the failed shaft. The maximum stress predicted under shock loading exceeded the yield strength and was believed to be the stimulant for crack initiation and propagation at this weak region. The failure analysis thus showed that the premature fatigue fracture of the shaft was caused by abnormal operation. Finally, some suggestions to enhance service durability of the transmission system of ATV are discussed.

Failures of various types of hydraulic couplings used to connect pipes in a naval vessel are described and used to illustrate some of the general procedures for failure analysis. Cracking of couplings, which were manufactured from nickel-aluminum- bronze extruded bar, occurred in both seawater and air environments. Cracks initiated at an unusually wide variety of sites and propagated in either longitudinal or circumferential directions with respect to the axis of the couplings. Fracture surfaces were intergranular and exhibited little or no sign of corrosion (for couplings cracked in air), and there was very limited plasticity. Macroscopic progression markings were observed on fracture surfaces of several couplings but were not generally evident. At very high magnifications, numerous slip lines, progression markings, and striations were observed. In a few cases, where complete separation had occurred in service, small areas of dimpled overload fracture were observed. It was concluded from these observations, and from comparisons of cracks produced in service with cracks produced by laboratory testing under various conditions, that cracking had occurred by fatigue. The primary cause of failure was probably the unanticipated presence of high-frequency stress cycles with very low amplitudes, possibly due to vibration, resonance, or acoustic waves transmitted through the hydraulic fluid. Secondary causes of failure included the presence of high tensile residual stresses in one type of coupling, undue stress concentrations at some of the crack-initiation sites, and overtorquing of some couplings during installation. Recommendations on ways to prevent further failures based on these causes are discussed.

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.

Failure occurred by fatigue cracking of links from chains which were used to replace the ropes on grabs of the multirope type. In the first example, the links were made from high tensile steel rod. The fracture in the side of the link was duplex in appearance one half of the surface being discolored, indicative of a preexisting crack of the fatigue type, whilst the remaining portion was brightly crystalline, resulting from brittle fracture at the time of the mishap. In the second example, the fracture took place at a similar location adjacent to one of the butt welds situated at the mid-length of the sides. Brinell hardness values confirmed that the link was made from the higher tensile grade of material. The cracks were due to fatigue, there being no indications that the weld was initially defective.

A Lynx helicopter from the Royal Netherlands Navy lost a rotor blade during preparation for take-off. The blade loss was due to failure of a rotor hub arm by fatigue. The arm was integral to the titanium alloy rotor hub. An extensive material based failure analysis covered the hub manufacture, service damage, and estimates of service stresses. There was no evidence for failure due to poor material properties. However, fractographic and fracture mechanics analyses of the service failure, a full scale test failure, and specimen test failures indicated that the service fatigue stress history could have been more severe than anticipated. This possibility was subsequently supported by a separate investigation of the assumed and actual fatigue loads and stresses.

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.