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.

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.

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.

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.

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.

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.

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.

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.

Nuclear power plants typically experience two or three high-cycle fatigue failures of stainless steel socket-welded connections in small bore piping during each plant-year of operation. This paper discusses fatigue-induced failure in socket-welded joints and the strategy Texas Utilities Electric Company (TU Electric) has implemented in response to these failures. High-cycle fatigue is invisible to proven commercial nondestructive evaluation (NDE) methods during crack initiation and the initial phases of crack growth. Under a constant applied stress, cracks grow at accelerating rates, which means cracks extend from a detectable size to a through-wall crack in a relatively short time. When fatigue cracks grow large enough to be visible to NDE, it is likely that the component is near the end of its useful life. TU Electric has determined that an inspection program designed to detect a crack prior to the component leaking would involve frequent inspections at a given location and that the cost of the inspection program would far exceed the benefits of avoiding a leak. Instead, TU Electric locates these cracks by visually monitoring for leaks. Field experience with fatigue-induced cracks in socket-welded joints has confirmed that visual monitoring does detect cracks in a timely manner, that these cracks do not result in catastrophic failures, and that the plant can be safely shut down in spite of a leaking socket-welded joint in a small bore pipe. Historical data from TU Electric and Southwest Research Institute are presented regarding the frequency of failures, failure locations, and the potential causes. The topics addressed include 1) metallurgical and fractographic features of fatigue cracks at the weld toe and weld root; 2) factors that are associated with fatigue, such as mechanical vibration, internal pulsation, joint design, and welding workmanship; and 3) implications of a leaking crack on plant safety. TU Electric has implemented the use of modified welding techniques for the fabrication of socket-welded joints that are expected to improve their ability to tolerate fatigue.

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.

The fan drive support shaft, specified to be made of cold-drawn 1040 to 1045 steel, fractured after 2240 miles of service. It was revealed by visual examination of the shaft that the fracture had initiated near the fillet at an abrupt change in shaft diameter. The cracks originated at two locations approximately 180 deg apart on the outer surface of the shaft and propagated toward the center. Features typical of reversed-bending fatigue were exhibited by the fracture. A tensile specimen was machined from the center of the shaft and it indicated much lower yield strength (369 MPa) than specified. It was disclosed by metallographic examination that the microstructure was predominantly equiaxed ferrite and pearlite which indicated that the material was in either the hot-worked or normalized condition. An improvement of fatigue strength of the shaft by the development of a quenched-and-tempered microstructure was recommended.

In an industrial application, 24 speed-increaser gearboxes were used to transmit 258 kW (346 hp) and increase speed from 55 to 375 rev/min. The gears were parallel shaft, single helical, carburized, and ground. The splash lubrication system used a mineral oil without antiscuff additives with ISO 100 viscosity. After about 250 h of operation, two gearboxes failed by bending fatigue. Investigation showed the primary failure mode was scuffing, and the earlier bending fatigue failures were caused by dynamic loads generated by the worn gear teeth. Testing of a prototype gearbox showed that the failure resulted from several interrelated factors: the lubricant viscosity was too low causing high temperatures; no antiscuff additives were used; a gearbox designed as a speed reducer was used as a speed increaser (the designer selected a long-addendum tooth for the pinion); the gear teeth were not provided with a coating or plating to ease running-in; and the gears were not run-in properly under reduced loads. The case suggests that such gear failures can be avoided if designers and operators recognize that the lubricant is an important component of a gearbox and appreciate that gear design requires the consideration and control of many interrelated factors.

Drive cables from a rubber processing machine were failing in less than 8 h of operation, the expected service life being much greater than 100 h. Comparison cables were tested to failure under known stress conditions, including tensile overload, torsional loading, reversed bending alternating stress, and buckling (compressive) cyclic loading. The mode of failure was found to be reversed bending fatigue caused by drive cables moving over guide pulleys of small radii. Modifications of the machinery and drive cable system were suggested.

A major cause of failure in components subjected to rolling or rolling/sliding contacts is contact fatigue. This article focuses on the rolling contact fatigue (RCF) performance and failure modes of overlay coatings such as those deposited by physical vapor deposition, chemical vapor deposition, and thermal spraying (TS). It provides a background to RCF in bearing steels in order to develop an understanding of failure modes in overlay coatings. The article describes the underpinning failure mechanisms of TiN and diamond-like carbon coatings. It presents an insight into the design considerations of coating-substrate material properties, coating thickness, and coating processes to combat RCF failure in TS coatings.

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 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.

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.

This article commences with a summary of fatigue processes and mechanisms. It focuses on fractography of fatigue. Characteristic fatigue fracture features that can be discerned visually or under low magnification are described. Typical microscopic features observed on structural metals are presented subsequently, followed by a brief discussion of fatigue in nonmetals. The article reviews the various macroscopic and microscopic features to characterize the history and growth rate of fatigue in metals. It concludes with a description of fatigue of polymers and composites.

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.

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.