A spindle made of hardenable 13% chromium steel X40 Cr13 (Material No. 1.4034) that was fastened to a superheated steam push rod made of high temperature structural steel 13Cr-Mo44 (Material No. 1.7335) by means of a convex fillet weld, fractured at the first operation of the rod directly next to the weld bead. Investigation showed that the fracture of the superheated steam push rod spindle was caused by hardening and hardening crack formation in the weld seams and adjoining areas. It would have been preferable to avoid welding near the cross sectional transitions altogether in consideration of the crack sensitivity of high hardenability steels. If for some reason this was not possible, then all precautions should have been taken that are applicable to the particular steel, such as preheating, slow cooling and stress relief tempering after welding. The selection of an austenitic additive material should have been considered because it could have equalized stresses due to its high elongation. Most probably, however, a material of lower hardenability should have been selected for the spindle if high operating properties were of paramount importance.

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.

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 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.

Two titanium alloy wing attachment bolts from a commercial jetliner failed during the course of a routine service operation. Failure of the bolts occurred during the re-torque process as the wing was being reattached. Metallurgical failure analysis indicated that the fracture mechanism was ductile overload and that the mechanical properties of the bolts were consistent with exemplar bolts that had been supplied. After eliminating other sources of excessive load application, the most probable cause of failure was ascribed to variances between the frictional characteristics of the bolt at the time of re-torque and at the time of initial torque application several years earlier.

Six galvanized high-tensile steel bolts were used to hold the wheels of a four-wheel drive vehicle. The right hand rear wheel of this vehicle detached causing the vehicle to roll and resulting in considerable damage to the body. The wheel was detached by shearing of four of the bolts and stripping the nuts from the other two bolts, which remained unbroken. SEM fractography of the fracture surfaces of the four broken bolts indicated that the failure was due to reversed bending fatigue. Optical microscopy indicated that the bolts were heat treated to a tempered martensite structure and that the nuts were manufactured from low carbon steel. The paper discusses the influence of the microstructure on the failure process the events surrounding the nature of incident and the analysis of in-service failure of the failed components utilizing conventional metallurgical techniques.

Several case-hardened and zinc-plated carbon-manganese steel wheel studs fractured in a brittle manner after very limited service life. The fracture surfaces of both front and rear studs showed no sign of fatigue beach marks or deformation in the form of shear lips that would indicate either a fatigue mechanism or ductile overload failure. SEM analysis revealed that the mode of fracture was intergranular decohesion, which indicates an environmental influence in the fracture mechanism. The primary fracture initiated at a thread root and propagated by environmentally-assisted slow crack growth until final fracture. The natural stress concentration at the thread root, when tightened to the required clamp load concomitant with the presence of cracks in the carburized case, was sufficient to exceed the critical stress intensity for hydrogen-assisted stress cracking (HASC). The zinc plating exacerbated the situation by providing a strong local corrosion cell in the form of a sacrificial anode region adjacent to the cracked thread. The enhanced generation of hydrogen in a corrosive environment subsequently lead to HASC of the wheel studs.

After several years' use, an eyebolt suffered brittle fracture in the first turn of the thread. The fracture started at the notch at the root of the thread. Neither localized material defect nor an old crack were present. The investigation showed that instead of the specified steel quality St 37-2 N, a steel with about 0.5% C had been used. The microstructure with the coarse ferrite network indicated that the forged eye bolt had been normalized either at too high a temperature or not at all. In any case the anneal at 900 deg C produced a considerably more finely grained structure. In addition, the nature of the fracture and the results of the notched bar impact tests showed that in spite of the high C-content, the eye bolt had become brittle as a result of aging.

Two nuts were used to secure the water-supply pipes to the threaded connections on hot-water and cold-water taps. The nut used on the cold-water tap fractured about one week after installation. Examination of the fracture surfaces of the coldwater nut did not reveal any obvious defects to account for the fracture, but there were indications of excessive porosity in the nut. The fracture had occurred through the root of the first thread that was adjacent to the flange of the tap. It was found that the nut from the cold-water tap failed by SCC. Apparently, sufficient stress was developed in the nut to promote this type of failure by normal installation because there was no evidence of excessive tightening of the nut. Corrosion testing of the nuts indicated that the fractured nut was highly susceptible to intergranular corrosion because of either a deficiency in magnesium content or excessive impurities, such as lead, tin, or cadmium. This composition problem with zinc alloys was recognized many years ago, and particular attention has been directed toward ensuring that high-purity zinc is used. This corrective measure reportedly resulted in virtual elimination of this type of defect.

Visual examination, using the unaided eye or a low-power optical magnifier, is typically one of the first steps in a failure investigation. This article presents the guidelines for selecting samples for scanning electron microscope examination and optical metallography and for cleaning fracture surfaces. It discusses damage characterization of metals, covering various factors that influence the damage, namely stress, aggressive environment, temperature, and discontinuities.

There are many reasons why plastic materials should not be considered for an application. It is the responsibility of the design/materials engineer to recognize when the expected demands are outside of what the plastic can provide during the expected life-time of the product. This article reviews the numerous considerations that are equally important to help ensure that part failure does not occur. It provides a quick review of thermoplastic and thermoset plastics. The article focuses primarily on thermoset materials that at room temperature are below their glass transition temperature. It describes the motivation for material selection and the goal of the material selection process. The use of material datasheets for material selection as well as the processes involved in plastic material selection and post material selection is also covered.

A felt guide roll fractured in-service on a paper manufacturing machine, damaging the belt as well as multiple dryer rolls, nearby felt guide rolls, and the frame of the machine. The investigation included visual and stereoscopic examination, chemical and microstructural analysis, microhardness and tensile testing, stress calculations, and vibration measurements. Based on the results, the roll fracture was attributed to high-cycle fatigue associated with a plug weld over one of the five threaded fasteners added to secure a balance weight inside the roll. The balance weight was installed to compensate for variations in wall thickness (i.e., weight distribution) of the pipe product used to make the roll. According to the investigation, resonance and vibration, which were initially considered, did not cause the failure.

During the pre-test inspection following the stress calculation check on a 7-ton capacity Scotch derrick crane, it was noted that threads on the back stay anchorage bolts were of unusually fine pitch (11 tpi) and that the machined faces of the nuts showed irregular pits or depressions disposed in an annular manner. When sectioned, the nuts showed a surprising method of construction. The nuts for the bolts had been made by using conventional pipe couplings inserted into sleeves made from hexagonal bar and the coupling secured to the sleeve by welding at each outer face. The ends of the sleeve bore were chamfered to form a weld preparation. After welding, the faces were machined which resulted in the removal of most of the weld metal and revealed a pronounced lack of penetration. All bolts used to anchor derrick crane back stays should be designed in accordance with the recommendations of British Standard 327:1964 (Clauses 10 and 18).

A design may be improvable without presenting an unacceptable risk related to safety or performance. However, design-related failures can result from an oversight in performing one of the major design activities or from a failure to balance the competing demands inherent to part design. This article focuses on design-related failures in products utilizing polymeric materials, and reviews important considerations of the design envelope of plastic parts. The article provides a non-exhaustive list and descriptions of design tools that can support the design process and the prevention of design-related failures. It also discusses the most common causes of design-related failures of plastic parts. The article can assist in both failure analysis and in the prevention of failures in which design may be a contributing factor or a root cause.

This article presents the benefits of selecting plastics for products to be manufactured. It discusses the four key considerations for plastic part design: material, process, tooling, and design. The article provides a detailed discussion of the development sequence for plastic parts. The basis for the development sequence is twofold: first, to create the best solution for the application, and second, to minimize potential project risks through careful and thoughtful work habits.

Materials selection is closely related to the objectives of failure analysis and prevention. This article briefly reviews the general aspects of materials selection as a concern in both proactive failure prevention during design and as a possible root cause of failed parts. Coverage is more conceptual, with general discussions on the following topics: design and failure prevention, materials selection in design, materials selection for failure prevention, and materials selection and failure analysis. Because materials selection is just one part of the design process, the overall concept of design is discussed. The article also describes the role of the materials engineer in the design and materials selection process. It provides information on the significance of materials selection in both the prevention and analysis of failures.

This paper describes the metallurgical investigation of a broken spindle used to attach an antenna to the mast of a naval vessel. Visual inspections of both failed and intact fastener assemblies were carried out both on-board ship and in the laboratory followed by metallographic and fractographic examinations. Simulations were also performed on stressed material in a suitable environment to assess the relative importance of postulated failure mechanisms. Factors contributing to this failure including assembly procedures and applied preloads, service loading and environment, and material selection and specification. The discussion considers whether this failure was an isolated incident or is likely to be a fleet-wide problem, and suggests ways to prevent reoccurrence.

Materials selection is an important engineering function in both the design and failure analysis of components. This article briefly reviews the general aspects of materials selection as a concern in proactive failure prevention during design and as a possible root cause of failed parts. It discusses the overall concept of design and describes the role of the materials engineer in the design and materials selection process. The article highlights the significance of materials selection in both the prevention and analysis of failures.

A detailed investigative failure analysis was conducted on an autoclave which blew apart in a furnace for no apparent reason. Bolt failure resulted in separation of the autoclave lid and subsequent destruction of the furnace. Analysis using metallography, fractography, mechanical testing and exemplar tests were performed on the bolt material. Mechanical engineering analysis and leak-before-break criteria were extensively analyzed. Results led to only one possible conclusion: that an explosion occurred within the autoclave. Suggestions for autoclave design are presented as a result of the analysis.

One of the two AISI 4340 steel pitch horn bolts from the main rotor hub assembly failed while in service. Optical microscope revealed evidence of corrosion pitting in regions adjacent to the fracture. Fractographic examination utilizing a scanning electron microscope revealed multiple crack origins which assumed a “thumbnail” shape and displayed surface morphologies which resulted from intergranular decohesion. Many of the crack sites initiated from corrosion pits. Energy dispersive spectroscope performed on areas within the crack initiation site showed the presence of chlorides. The failure was attributed to stress-corrosion cracking. Short- and long-term recommendations to prevent future failures are given.