Fatigue failures may occur in components subjected to fluctuating (time-dependent) loading as a result of progressive localized permanent damage described by the stages of crack initiation, cyclic crack propagation, and subsequent final fracture after a given number of load fluctuations. This article begins with an overview of fatigue properties and design life. This is followed by a description of the two approaches to fatigue, namely infinite-life criterion and finite-life criterion, along with information on damage tolerance criterion. The article then discusses the characteristics of fatigue fractures followed by a discussion on the effects of loading and stress distribution, and material condition on the microstructure of the material. In addition, general prevention and characteristics of corrosion fatigue, contact fatigue, and thermal fatigue are also presented.

This article commences with a description of the prosthetic devices and implants used for internal fixation. It describes the complications related to implants and provides a list of major standards for orthopedic implant materials. The article illustrates the body environment and its interactions with implants. The considerations for designing internal fixation devices are also described. The article analyzes failed internal fixation devices by explaining the failures of implants and prosthetic devices due to implant deficiencies, mechanical or biomechanical conditions, and degradation. Finally, the article discusses the fatigue properties of implant materials and the fractures of total hip joint prostheses.

This article discusses failures in shafts such as connecting rods, which translate rotary motion to linear motion, and in piston rods, which translate the action of fluid power to linear motion. It describes the process of examining a failed shaft to guide the direction of failure investigation and corrective action. Fatigue failures in shafts, such as bending fatigue, torsional fatigue, contact fatigue, and axial fatigue, are reviewed. The article provides information on the brittle fracture, ductile fracture, distortion, and corrosion of shafts. Abrasive wear and adhesive wear of metal parts are also discussed. The article concludes with a discussion on the influence of metallurgical factors and fabrication practices on the fatigue properties of materials, as well as the effects of surface coatings.

In this study, the failure modes of cartwheel and mechanical properties of materials have been analyzed. The results show that rim cracking is always initiated from stringer-type alumina cluster and driven by a combination effect of mechanical and thermal load. The strength, toughness, and ductility are mainly determined by the carbon content of wheel steels. The fatigue crack growth resistance is insensitive to composition and microstructure, while the fatigue crack initiation life increases with the decrease of austenite grain size and pearlite colony size. The dynamic fracture toughness, KID, is obviously lower than static fracture toughness, KIC, and has the same trend as KIC. The ratio of KID/sigma YD is the most reasonable parameter to evaluate the fracture resistance of wheel steels with different composition and yield strength. Decreasing carbon content is beneficial to the performance of cartwheel.

An extensive metallurgical investigation was carried out on samples of a failed roller bearing from the support and tilting system of a basic oxygen furnace converter used in the steel melting shop of an integrated steel plant. The converter bearing was fabricated from low-carbon, carburizing grade steel and had failed in service within a year of fitting to a repaired shaft. Microscopic observations of both the broken roller and inner-race samples revealed subsurface cracking and preponderance of brittle oxide and other macroinclusions. Electron probe microanalysis studies confirmed that the brittle oxides that formed stringers were alumina, and the other macroinclusions were complex silicates. Both the alumina and silicate inclusions were deleterious to contact-fatigue properties. Microstructurally, the carburized regions of the broken roller and of inner-race samples contained high-carbon tempered martensite. Microhardness measurements revealed that. Although the core hardness of the roller and the inner-race samples were similar, the surface hardness of the roller was approximately 8.5 HRC units harder than that of the inner-race. SEM observations of the roller fracture surface revealed striations indicative of fatigue, and EDS analyses corroborated a high incidence of silicate inclusions at crack sites. The study suggests that the failure of the bearing occurred because the hardness difference between the roller bearing and the inner-race surfaces resulted in wear of the inner-race. The wear led to shaft misalignment and play during service. The misalignment, coupled with the presence of inclusions, caused fatigue failure of the roller bearing.

A large diameter steel pipe reinforced by stiffening rings with saddle supports was subjected to thermal cycling as the system was started up, operated, and shut down. The pipe functioned as an emission control exhaust duct from a furnace and was designed originally using lengths of rolled and welded COR-TEN steel plate butt welded together on site. The pipe sustained local buckling and cracking, then fractured during the first five months of operation. Failure was due to low cycle fatigue and fast fracture caused by differential thermal expansion stresses. Thermal lag between the stiffening rings welded to the outside of the pipe and the pipe wall itself resulted in large radial and axial thermal stresses at the welds. Redundant tied down saddle supports in each segment of pipe between expansion joints restrained pipe arching due to circumferential temperature variations, producing large axial thermal bending stresses. Thermal cycling of the system initiated fatigue cracks at the stiffener rings. When the critical crack size was reached, fast fracture occurred. The system was redesigned by eliminating the redundant restraints and by modifying the stiffener rings to permit free radial thermal breathing of the pipe.

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.

This article describes three design-life methods or philosophies of fatigue, namely, infinite-life, finite-life, and damage tolerant. It outlines the three stages in the process of fatigue fracture: the initial fatigue damage leading to crack initiation, progressive cyclic growth of crack, and the sudden fracture of the remaining cross section. The article discusses the effects of loading and stress distribution on fatigue cracks, and reviews the fatigue behavior of materials when subjected to different loading conditions such as bending and loading. The article examines the effects of load frequency and temperature, material condition, and manufacturing practices on fatigue strength. It provides information on subsurface discontinuities, including gas porosity, inclusions, and internal bursts as well as on corrosion fatigue testing to measure rates of fatigue-crack propagation in different environments. The article concludes with a discussion on rolling-contact fatigue, macropitting, micropitting, and subcase fatigue.

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.

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.

During testing of compressors under start/stop conditions, several helical suspension springs failed. The ensuing failure investigation showed that the springs failed due to fatigue. The analysis showed that during start/stop testing the springs would undergo both a lateral and axial deflection, greatly increasing the torsional stresses on the spring. To understand the fatigue limits under these test conditions, a bench test was used to establish the fatigue strength of the springs. The bench tests showed that the failed springs had an unacceptable surface texture that reduced the fatigue life. Based on an understanding of the compressor motion, a Monte Carlo model was developed based on a linear damage theory to predict the fatigue life of the springs during start/stop conditions. The results of this model were compared to actual test data. The model showed that the design was marginal even for springs with acceptable surface texture. The model was then used to predict the fatigue life requirements on the bench test such that the reliability goals for the start/stop testing would be met, thus reducing the risk in qualifying the compressor.

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.

In 1979, during a routine bridge inspection, a fatigue crack was discovered in the top flange plate of one tie girder in a tied arch bridge crossing the Mississippi River. Metallographic analysis indicated a banding or segregation problem in the middle of the plate, where the carbon content was twice what it should have been. Based on this and results of ultrasonic testing, which revealed that the banding occurred in 24-ft lengths, it was decided to close the bridge and replace the defective steel. The steel used in the construction of this bridge was specified as ASTM A441, commonly used in structural applications. Testing showed an increase in hardness and weight percent carbon and manganese in the banded region. Further testing revealed that the area containing the segregation and coarse grain structure had a lower than expected toughness and a transition temperature 90 deg F higher than specified by the ASTM standards. The fatigue crack growth rate through this area was much faster than expected. All of these property changes resulted from increased carbon levels, higher yield strength, and larger than normal grain size.

Several failed dies were analyzed and the results were used to evaluate fatigue damage models that have been developed to predict die life and aid in design and process optimization. The dies used in the investigation were made of H13 steels and fractured during the hot extrusion of Al-6063 billet material. They were examined to identify critical fatigue failure locations, determine corresponding stresses and strains, and uncover correlations with process parameters, design features, and life cycle data. The fatigue damage models are based on Morrow’s stress and strain-life models for flat extrusion die and account for bearing length, fillet radius, temperature, and strain rate. They were shown to provide useful information for the analysis and prevention of die failures.

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.

Type 347 stainless steel moderator circuit branch piping in a pressurized hot water reactor was experiencing frequent leakage. Investigation of the problem involved failure analysis of leaking pipe specimens, analytical stress analysis, and determination of “leak-before-break” conditions using fracture mechanics and thermal fatigue simulation tests. Failure analysis indicated that cracking had been initiated by thermal fatigue. Data from the analysis were used in making the leak-before-break predictions. It was determined that the cracks could grow to two-thirds of the circumferential length of the pipe without catastrophic failure. A thin stainless steel sleeve was inserted in the branch pipe to resolve the problem.

A drive-line assembly failed during vehicle testing. The vehicle had traveled 9022 km (5606 mi) before the failure occurred. Both the intact and fractured parts of the assembly were analyzed to determine the cause and sequence of failure. Visual examination of the assembly showed three of four bearing caps, two cap screws, and one universal-joint spider had fractured. Examination of the three fractured bearing caps and the spider showed no evidence of fatigue but showed that fracture occurred in a brittle manner. The bearing cap that was not destroyed still contained portions of the two fractured cap screws. It was found that the two cap screws failed in fatigue under service stresses. The three bearing caps and the universal-joint spider broke in a brittle manner. The properties of the material in the cap screws did not fulfill the specifications. The modified 1035 steel was of insufficient alloy content. Also, the tensile strength and endurance limit were lower than specified and were inadequate for the application. The material for the cap screw was changed from modified 1035 steel to 5140 steel.

Rolling-contact fatigue (RCF) is a surface damage process due to the repeated application of stresses when the surfaces of two bodies roll on each other. This article briefly describes the various surface cracks caused by manufacturing processing faults or blunt impact loads on ceramic balls surfaces. It discusses the propagation of fatigue cracks involved in rolling contacts. The characteristics of various types of RCF test machines are summarized. The article concludes with a discussion on the various failure modes of silicon nitride in rolling contact. These include the spalling fatigue failure, the delamination failure, and the rolling-contact wear.

This article focuses on the mechanisms and common causes of failure of metal components in lifting equipment in the following three categories: cranes and bridges, particularly those for outdoor and other low-temperature service; attachments used for direct lifting, such as hooks, chains, wire rope, slings, beams, bales, and trunnions; and built-in members such as shafts, gears, and drums.

A failed spiral gear and pinion set made from 4320H Ni-Cr-Mo alloy steel operating in a high-speed electric traction motor gear unit driving a rapid transit train were submitted for analysis. The pinion was intact, but the gear had broken into two sections that resulted when two fractured areas went through the body of the gear. Wheel mileage of the assembly was 34,000 miles at the time of failure. All physical and metallurgical characteristics were well within specified standards, and both parts should have withstood normal loading conditions. The primary mode of failure was tooth bending fatigue of the gear from the reverse direction near the toe end. The cause of failure was a crossed-over tooth bearing condition that placed loads at the heel end when going forward and at the toe end when going in reverse. The condition was too consistent to be a deflection under load; therefore, it most likely was permanent misalignment within the assembly.