Field fatigue failures occurred in a hand-operated gear shift lever mechanism made of 1049 medium carbon steel hardened to 269 to 285 HB. The failures occurred in the 3.18 mm (0.127 in.) radius. Redesign increased the shift lever's diameter to 25 mm (1 in.) and the radius to 4.75 mm (0.187 in.). Also, instead of the as-forged surface, it was expedient to machine the radius. The as-forged surface at 360 MPa (52 ksi) maximum working stress would not ensure satisfactory life because the recalculated maximum stress was 390 MPa (57 ksi). However, the machined surface with a maximum working stress of 475 MPa (69 ksi) gives a safe margin above the 390 MPa (57 ksi) requirement for design stress. Interpreting these values, the forged surface should have a life expectancy of 1,000,000 cycles of stress. However, because the load cycle was somewhat uncertain, the machined radius was chosen to obtain a greater margin of safety. Redesigning eliminated the failures.

Thermomechanical fatigue (TMF) refers to the process of fatigue damage under simultaneous changes in temperature and mechanical strain. This article reviews the process of TMF with a practical example of life assessment. It describes TMF damages caused due to two possible types of loading: in-phase and out-of-phase cycling. The article illustrates the ways in which damage can interact at high and low temperatures and the development of microstructurally based models in parametric form. It presents a case study of the prediction of residual life in a turbine casing of a ship through stress analysis and fracture mechanics analyses of the casing.

Thermomechanical fatigue (TMF) is the general term given to the material damage accumulation process that occurs with simultaneous changes in temperature and mechanical loading. TMF may couple cyclic inelastic deformation accumulation, temperature-assisted diffusion within the material, temperature-assisted grain-boundary evolution, and temperature-driven surface oxidation, among other things. This article discusses some of the major aspects and challenges of dealing with TMF life prediction. It describes the damage mechanisms of TMF and covers various experimental techniques to promote TMF damage mechanisms and elucidate mechanism coupling interactions. In addition, life modeling in TMF conditions and a practical application of TMF life prediction are presented.

This article reviews generalized test methodologies for fatigue characterization of polymers and examines fatigue fracture mechanisms in different engineering plastics. It provides detailed micromechanistic images of crack-tip processes for a variety of semicrystalline and amorphous engineering polymers. The article describes fracture mechanics solutions and approaches to the fatigue characterization of engineering polymers when dealing with macroscale fatigue crack growth. It includes mechanistic images for high-density polyethylene, ultrahigh-molecular-weight polyethylene, nylon 6, 6, polycarbonate, and polypropylene. The article describes the micromechanisms of toughening of plastics and uses a macroscale approach of applying fracture mechanics to the fatigue life prediction of engineering polymers, building on the mechanistic concepts. It also describes the factors affecting fatigue performance of polymers.

Several crankshaft failures occurred in equipment that was being used in logging operations in subzero temperatures. Failure usually initiated at a cracked pin oil hole, and the failure origin was approximately 7.6 mm (0.3 in.) from the shaft surface. The holes were produced by gun drilling, giving rise to surface defects. The fracture surface was characteristic of fatigue in that it was flat, relatively shiny, and exhibited beach marks. The crack surface was at a 45 deg angle to the axis of the shaft, indicating dominant tensile stresses. The material was the French designation AFNOR 38CD4 (similar to AISI type 4140H) and was in the quenched-and-tempered condition, with a yield strength of about 760 MPa (110 ksi). It was treated to have compressive surface stresses, and the prior-austenite grain size was ASTM 8. Analysis (visual inspection, stress analyses, and macrographs) supported the conclusion that failure was caused by fatigue stress caused by surface defects in the oil holes. Recommendation includes drilling the oil holes by a technique that essentially eliminates surface defects.

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.

Failure of structural polymeric materials under cyclic application of stress or strain is a subject of industrial importance. The understanding of fatigue mechanisms (damage) and the development of constitutive equations for damage evolution, leading to crack initiation and propagation as a function of loading or displacement history, represent a fundamental problem for scientists and engineers. This article describes the approaches to predict fatigue life and discusses the difference between thermal and mechanical fatigue failure of polymers.

After completing a fatigue test of an aluminum alloy component machined from a 7079-T6 forging, technicians noted a 5 in. crack which ran longitudinally above and through the flange. When the fracture face was examined by light microscopy, observers could not ascertain the exact mode of fracture. Electron fractography revealed that five different modes of crack growth were operative as the part failed. Region 1 was a shallow zone (about 0.002 in. at its deepest) of dimpled structure typical of an overload failure. Region 2 was a zone that grew by a stress corrosion mechanism. Through a fatigue mechanism was operative in Region 3, it was not the cause of the large crack. Region 4, which covered 50% of the fracture area, developed mainly by stress corrosion. This zone gradually changed into the combination of intergranular and transgranular overload in Region 5, which covered approximately the remaining 50% of the fracture. Apparently, after stress corrosion moved halfway through, the part failed by overload. This failure analysis proved that a crack, originally thought to be a fatigue failure, was actually a stress corrosion crack.

A 2–3 mm thick electroformed nickel mold showed early cracking under thermal load cycles. To determine the root cause, investigators obtained monotonic and cyclic properties of electroformed nickel at various temperatures and identified possible fatigue mechanisms. With the help of finite element modeling, they analyzed the material as well as the design and in-service application of the mold. They discovered that overconstraining the mold, while it was in service, caused excessive thermal stresses which accelerated crack initiation and propagation. Investigators also proposed remedies to prevent additional failures.

A structure had been undergoing fatigue testing for several months when a post-like member heat treated to a tensile strength of 1517 to 1655 MPa (220 to 240 ksi) ruptured. The fracture occurred in the fillet of the post that contacted the edge of a carry-through box bolted to the member. At failure, the part was receiving a second set of loads up to 103.6% of design load. Visual investigations showed rubbing and galling of the fillet. Microscopic and metallographic examination revealed beach marks on the fracture surface and evidence of cold work and secondary cracking in the rubbed and galled area. Electron fractography confirmed that cracking had initiated at a region of tearing and that the cracks had propagated by fatigue. Mechanical properties of all specimens exceeded the minimum values specified for the post. This evidence supports the conclusion that fatigue was the primary cause of failure. Rubbing of the faying surfaces worked the interference area on the post until small tears developed. These small tears became stress-concentration points that nucleated fatigue cracks. Recommendations included rounding the edge of the box in the area of contact with the post to ensure a tangency fit.

An aircraft was grounded when illumination of the transmission oil-pressure light and an accompanying drop in pressure on the oil-pressure gage was reported by the pilot. No discrepancy in the bearing assemblies and related components was revealed by teardown analysis of the transmission. The center bearing of the transmission input-shaft ball-bearing stack had a broken cage and one ball was found to have been split into several pieces. Several scored balls and flaking damage in the raceways of the inner and outer rings was observed. The origin (area in rectangle) was oriented axially in the raceway and was flanked by areas of markedly different-textured flaking damage. Stringers of nonmetallic inclusions were revealed at the origin during metallographic examination of a section parallel to the axially oriented origin. Thus it was concluded that the failure was caused by contact fatigue mechanism (flaking) activated by the subsurface nonmetallic inclusions.

After being in service for ten years, two admiralty brass heat-exchanger tubes from a cooler in a refinery catalytic reforming unit cracked circumferentially in the area of U-bends. A blunt transgranular cracking with minimal branching propagating from the inside surface of the tube was revealed by metallography which was typical of cracking by corrosion fatigue mechanism. Corrosion deposits on both the inside- and outside-diam surfaces were found in the tubes. The presence of copper, zinc, iron, and small amounts of chloride, sulfur, silicon, tin, and manganese was revealed by energy-dispersive analysis of the deposits. It was interpreted by the hardness values (higher than typical for annealed copper tubing) that the tubes may not have been annealed after the U-bends were formed and thus the role of residual stresses in the crack was revealed. It was concluded that the tubes failed by corrosion fatigue initiated by pitting at the inside-diam surface. The tubes were recommended to be annealed after bending to reduce residual stresses from the bending operation to an acceptable level.

A narrow bone plate made of type 316 stainless steel and used to stabilize an open midshaft femur fracture failed. A crack at a plate hole next to the fracture site had been revealed by a radiograph taken 13 weeks after the operation. The plate was revealed to be slightly bent in the horizontal plane, and the fracture gap was considerably open. The screws and plates supplied by different manufacturers were revealed to be different with respect to microcleanliness (primary inclusion content) of the materials and only one of them was found to be according to specifications. The local crack formation was influenced by the presence of larger inclusions. The screw failed was revealed to have failed through a fatigue mechanism by the presence of striations in the scanning electron micrograph. The crack in the plate was revealed to have originated at the upper, outer corner of the plate by the beach marks which indicated the action of asymmetric bending and rotational forces.

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.

The piston rod of a steering damper on a single decker bus fractured after 100,000 miles of service in the fully-extended left full-lock position. The steering damper, which is similar in shape and operation to a telescopic shock absorber, was secured by ball joints locked with slotted nuts. The steel piston rod fractured at the axle end leaving approximately 5 mm of rod welded to a securing ferrule. The failure was caused by a fatigue mechanism. Small surface cracks formed during welding in the heat-affected zone close to an unradiused shoulder in the piston. Under alternating stresses in normal service these cracks propagated through the piston rod made less tough by the extended weld heat-affected zone.

An investigation of a Stirling engine after an aborted test run revealed that the regenerator screens had suffered substantial damage. During the run, the individual screens oscillated as the helium working fluid was shuttled through the regenerator. In localized areas, the 41 mu m (1600 mu in.) diam type 304 stainless steel wire screening had been torn and pieces were missing. Scanning electron microscope revealed that the fracture had occurred at wire crossover locations by a fatigue mechanism. The problem was solved by sintering the individual screens into a single unit.

Spalled fragments from the work rolls of a steel bar straightening machine were received for failure analysis. Visual inspection coupled with optical and scanning electron microscopy were used as the principal analytical techniques for the investigation. Fractographic analysis revealed the presence of a characteristic fatigue crack propagation pattern (beach marks) and radial chevron marks indicating the occurrence of final overload through a brittle intergranular fracture. The collected evidence suggests that surface-initiated cracks propagated by fatigue led to spalling, resulting in severe work roll damage as well as machine downtime and increased maintenance costs.