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.

The principal types of elevated-temperature mechanical failure are creep and stress rupture, stress relaxation, low- and high-cycle fatigue, thermal fatigue, tension overload, and combinations of these, as modified by environment. This article briefly reviews the applied aspects of creep-related failures, where the mechanical strength of a material becomes limited by creep rather than by its elastic limit. The majority of information provided is applicable to metallic materials, and only general information regarding creep-related failures of polymeric materials is given. The article also reviews various factors related to creep behavior and associated failures of materials used in high-temperature applications. The complex effects of creep-fatigue interaction, microstructural changes during classical creep, and nondestructive creep damage assessment of metallic materials are also discussed. The article describes the fracture characteristics of stress rupture. Information on various metallurgical instabilities is also provided. The article presents a description of thermal-fatigue cracks, as distinguished from creep-rupture cracks.

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.

Cylinder fatigue can result from abnormal heating in service. Fatigue can be experienced also by piston heads, exhaust valves, and turbosupercharger housings (castings). Pistons from different engines series can sometimes fit, but because of slight design modifications, they may not function properly. Circumferential cracks and fractures near the head-to- barrel junctions have occurred on numerous cylinders of reciprocating piston engines. In most instances, cracks were caused by high cyclic pressures and high temperatures resulting most probably from detonation. At times, fractures or cracks (or both) were also caused by a combination of unfavorable temperature distribution (and possibly excessive pressures around the cylinder barrel), un-nitrided internal surfaces of cylinder barrels, and inadequate thread contours, which caused high stress concentrations at the thread roots. One example of the most common type of cylinder failure is illustrated.

The circumstances surrounding the in-service failure of a cast Ni-base superalloy (Alloy 713LC) second stage turbine blade and a cast and coated Co-base superalloy (MAR-M302) first stage air-cooled vane in two turbine engines used for marine application are described. An overview of a systematic approach, analyzing the nature of degeneration and failure of the failed components, utilizing conventional metallurgical techniques, is presented. The topographical features of the turbine blade fracture surface revealed a fatigue-induced crack growth pattern, where crack initiation had taken place in the blade trailing edge. An estimate of the crack-growth rate for the stage II fatigue fracture region coupled with the metallographic results helped to identify the final mode of the turbine blade failure. A detailed metallographic and fractographic examination of the air-cooled vane revealed that coating erosion in conjunction with severe hot-corrosion was responsible for crack initiation in the leading edge area.

The fracture cause had to be determined in a three-cylinder crankshaft made of chrome steel 34Cr4 (Material No. 1.7033) according to DIN 17200. The fracture occurred after only 150 h of operation. The fracture was of the bend fatigue type which originated in the fillet of the main bearing and ran across the jaw almost to the opposite fillet of the adjoining connecting rod bearing. The fillet was well rounded and smoothly machined. Thus, no reason for the fracture of the crankshaft could be found externally. No material defects were discernible in the origin or anywhere else. No cause for the crank fracture could be established from material testing. Probably the load was too high for the strength of the crank. Tensile strength could have been increased for the same material by tempering at lower temperature. Additionally, the resistance against high bend fatigue stresses or torsion fatigue stresses could have been increased substantially by including the fillet in the case hardening process.

An experimental high-temperature rotary valve was found stuck due to growth and distortion after approximately 100 h. Gas temperatures were suspected to have been high due to overfueled conditions. Both the rotor and housing in which it was stuck were annealed ferritic ductile iron similar to ASTM A395. Visual examination of the rotor revealed unusually heavy oxidation and thermal fatigue cracking along the edge of the gas passage. Material properties, including microstructure, composition, and hardness, of both the rotor and housing were evaluated to determine the cause of failure. The microstructure of the rotor was examined in three regions. The shaft material, the heavy section next to the gas passage and the thin edge of the rotor adjacent to the gas passage. The excessive gas temperatures were responsible for the expansion and distortion that prevented rotation of the rotor. Actual operating temperatures exceeded those intended for this application. The presence of transformation products in the brake-rotor edge indicated that the lower critical temperature had been exceeded during operation.

This article focuses on common failures of the components associated with the flow path of industrial gas turbines. Examples of steam turbine blade failures are also discussed, because these components share some similarities with gas turbine blading. Some of the analytical methods used in the laboratory portion of the failure investigation are mentioned in the failure examples. The topics covered are creep, localized overheating, thermal-mechanical fatigue, high-cycle fatigue, fretting wear, erosive wear, high-temperature oxidation, hot corrosion, liquid metal embrittlement, and manufacturing and repair deficiencies.

The main shaft in a locomotive turbocharger fractured along with an associated bearing sleeve. Visual and fractographic examination revealed that the shaft fractured at a sharp-edged groove between two journals of different cross-sectional area. The dominant failure mechanism was low-cycle rotation-bending fatigue. The bearing sleeve failed as a result of abrasive and adhesive wear. Detailed metallurgical analysis indicated that the sleeve and its respective journal had been subjected to abnormally high temperatures, increasing the amount of friction between the sleeve, bearing bush, and journal surface. The excessive heat also softened the induction-hardened case on the journal surface, decreasing its fatigue strength. Fatigue crack initiation occurred at the root fillet of the groove because of stress concentration.

One 49-in. impeller of a two-stage centrifugal air compressor disrupted without warning, causing extensive damage to the casings, the second impeller, and the driving gear box. Prior to the mishap, the machine had run normally, with no indications of abnormal vibration, temperature, or pressure. Initial failure had taken place in the floating dished inlet plate (eye plate) of the first-stage impeller. Failure occurred predominantly by tearing along the lines of rivet holes for the longer blades, these extended for practically the full radial width of the dished plate. Examination of the fractured surfaces showed that failure had been preceded by fatigue cracking. The material from which the dish plate was forged was a Ni-Cr-Mo steel in the oil hardened and tempered condition. Fractographic examination of the surface of the cracks showed striation markings indicative of the progress of fatigue cracks. Failure of the one impeller and the cracking of the others were attributed to “low-cycle high-strain fatigue” due to fluctuating circumferential (hoop) stresses.

This article focuses on the life assessment methods for elevated-temperature failure mechanisms and metallurgical instabilities that reduce life or cause loss of function or operating time of high-temperature components, namely, gas turbine blade, and power plant piping and tubing. The article discusses metallurgical instabilities of steel-based alloys and nickel-base superalloys. It provides information on several life assessment methods, namely, the life fraction rule, parameter-based assessments, the thermal-mechanical fatigue, coating evaluations, hardness testing, microstructural evaluations, the creep cavitation damage assessment, the oxide-scale-based life prediction, and high-temperature crack growth methods.

The failure of a reformer tube furnace manifold has been examined using metallography. It has been shown that the cause of failure was thermal fatigue; the damage was characterized by the presence of voids produced by creep mechanisms operating during the high temperature cycle under high local stress. The study indicates that standard metallographic procedures can be used to identify failure modes in high temperature petrochemical plants.

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.

During a hydraulic test on one of the boilers in a range, leakage occurred from the lower surface of a horizontal S bend in the main steam pipe between the drum connector box and the junction valve. The pipe in question was 15 in. bore and had been in service for about 50 years. Specimens were prepared for microscopical examination to include the defective zone and a section through a circumferential crack. The defective zone was found to contain numerous inclusions of slag and oxides of globular form. Regions surrounding the inclusions were decarburized, the indications being that this region of the plate had been heated to an excessively high temperature. A corrosion-fatigue fissure was at one location, this having originated at the internal surface of the pipe and run into an inclusion in the defective zone. The failure resulted from the development of corrosion-fatigue fissures which originated at a zone containing defects introduced at the time of manufacture. These may have had their origin in the ingot from which the plate was rolled or, alternatively, be indicative of a zone which suffered overheating and local burning at the time the forge weld was made.

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.

A broken aircraft crankshaft and a severely damaged main brass bearing were examined to determine whether engine failure was initiated in the bearing or in the crankshaft. The steel crankshaft failure was a classical fatigue fracture. The bearing had been subjected to extremely high temperatures, as indicated by melting in the brass components and the extreme distortion in the rollers. Microscopic examination on the crankshaft material showed it to be a good quality steel. On the other hand, the chromium plate was thick, porous, and cracked in many places, including the point of the main fatigue crack. It was concluded that the over-all failure was initiated in the crankshaft, and the failure of the bearing resulted from that failure.

High temperature corrosion may occur in numerous environments and is affected by factors such as temperature, alloy or protective coating composition, time, and gas composition. This article explains a number of potential degradation processes, namely, oxidation, carburization and metal dusting, sulfidation, hot corrosion, chloridation, hydrogen interactions, molten metals, molten salts, and aging reactions including sensitization, stress-corrosion cracking, and corrosion fatigue. It concludes with a discussion on various protective coatings, such as aluminide coatings, overlay coatings, thermal barrier coatings, and ceramic coatings.

Turbine buckets in a 37.5-MW gas turbine made of Udimet 500 superalloy failed in service. The power plant was located 1 km (0.6 miles) from the Pacific Ocean and operated on No. 2 diesel fuel, which was supplied by tanker ship. Turbine bucket failures occurred on three units after 2500 to 6400 h of operation. Investigation (visual inspection, metallographic examination, and stress analysis) supported the conclusion that the differing microstructure of the airfoil resulted in changes in mechanical properties. Because normal operation includes cycling of loads and temperatures, the shroud tip fractured due to thermomechanical fatigue in its degraded state. Recommendations included special chromium or silicon-rich coating to minimize corrosion in gas turbines operating in a marine environment with operating temperatures in the range of type 2 corrosion (650 to 750 deg C, or 1200 to 1380 deg F). Additionally, it was suggested that fuel delivery, handling, and treatment be high quality, to maintain fuel contamination within design limits, and inlet air filtration must be designed for the coastal site. Also, changing the bucket tip by increasing its thickness and changing the casting technique would reduce the stress and make the design more tolerant of corrosion.

The splined shaft (1040 steel, heat treated to a hardness of 44 to 46 HRC and a tensile strength of approximately 1448 MPa, or 210 ksi) from a front-end loader used in a salt-handling area broke after being in service approximately two weeks while operating at temperatures near -18 deg C (0 deg F). During the summer, similar shafts had a service life of 5 to eight months. Examination of the fracture surface showed brittle fatigue cracks, and visual examination of the splines disclosed heavy chatter marks at the root of the spline, with burrs and tears at the fillet area. Evidence found supports the conclusion that the shaft failed as the result of stress in the sharp fillets and rough surfaces at the root of the splines. Cold weather failure occurred sooner than in hot weather because ductile-to-brittle transition temperature of the 1040 steel shaft was too high. Recommendations include redesign of the fillet radius to a minimum of 1.6 mm (0.06 in.) and a maximum surface finish in the spline area of 0.8 microns. Material for the shafts should be modified to a nickel alloy steel, heat treated to a hardness of 28 to 32 HRC before machining.

A CrN coated restrike punch was made of WR-95 (similar to H-11), which was fluidized bed nitrided. The coated punch was used on hot Inconel at about 1040 deg C (1900 deg F). However, a water-soluble graphite coolant was used to maintain the punch temperature at 230 deg C (450 deg F). Visual and binocular inspection at 64+ revealed presence of cracks and complete washout of coating in the working area of the failed punch. Comparison of metallographic cross sections of used and unused punches revealed a significant microstructural transformation in case of the used punch. Presence of a yellow porous layer was clearly evident between the nitrided layer and the coating, in case of the used punch. Cracks were observed to propagate from the outer surface into the bulk. Oxidation was evident along the cracks. The microstructural transformation observed in the case of the used punch was a clear indication of high temperature exposure (due to insufficient cooling) during application. The most probable cause of failure was thermal fatigue.