This article discusses the failure of cylinder clamping rods in single cylinder diesel engines. The AISI 4140 hardened and tempered steel clamping rods were failing after 200 to 250 h of operation. The fatigue failures initiated at the root of the last thread on the clamping rod that was engaged in a blind hole in the cylinder block. The failures were caused by loose tolerances on the threads that resulted in a non-uniform distribution of load. The load was concentrated on the last threads to engage, thus causing fatigue crack nucleation at the thread root and propagation until the rod broke by overload. Changing the tolerance on the threads virtually eliminated the fatigue problem.

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.

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.

The failure of a high-speed pinion shaft from a marine diesel engine was investigated. The shaft, which had been in service for more than 30 years, failed shortly after the bearings were replaced. Examination of the shaft revealed cyclic fatigue, with a substantial distribution of nonmetallic inclusions near the fracture initiation site. Fracture mechanics analysis indicated that, if stresses acting on the shaft were induced only by normal service loads, there was little likelihood that the inclusions served as failure initiation sites. Further examination of the bearing elements revealed an abnormal wear pattern, consistent with the application of elevated bending loads. The root cause of failure was determined to be an increase in service stresses after bearing replacement along with the presence of nonmetallic inclusions in the shaft.

A ball bearing in a military jet engine sustained heavy damage and was analyzed to determine the cause. Almost all of the balls and a portion of the outer race were found to be flaking, but there were no signs of damage on the inner race and cage. Tests (chemistry, hardness, and microstructure) indicated that the bearing materials met the specification requirements. However, closer inspection revealed areas of discoloration, or nonuniform contact marks, on the ID surface of the inner ring. The unusual wear pattern suggested that the bearing was not properly mounted, thus subjecting it to uneven or eccentric loading. This explains the preferential nature of the flaking on the outer race and points to an assembly error as the root cause of failure.

A two-section extension ladder, made from 6061-T6 aluminum alloy extrusions and stampings that were riveted together at each rung location and at the ends of side rails, broke in service after having been used at the sites of several fires by the fire department of a large city. The fracture surfaces were examined visually and by optical (light) stereomicroscopy. Material testing showed a sample to be within the specified material limits for aluminum alloy 6061. Microscopic examination showed no significant differences in microstructure or grain size among the four T-sections, and thickness measurements at various locations indicated that thicknesses were well within standard industry tolerances for aluminum extrusions in this size range. However, hardness testing of the four T-sections showed that in two, hardness was considerably lower than the acceptable hardness for the T6 temper and were within the range for 6061-T4 (acceptable hardness, 19 to 45 HRB). This indicated they had been naturally aged at room temperature after solution heat treatment instead of artificially aged as per specs. Edge cracking in two of the T-sections was the result of improper conditions during extrusion of the T-sections; however, this condition was not a primary cause of failure.

Rolling contact fatigue is responsible for a large number of industrial equipment failures. It is also one of the main failure modes of components subjected to rolling contact loading such as bearings, cams, and gears. To better understand such failures, an investigation was conducted to assess the role of friction in subsurface fatigue cracking in rolling-sliding contact applications. Based on the results of stress calculations and x-ray diffraction testing of steel samples, friction contributes to subsurface damage primary through its effect on the distribution of orthogonal shear stress. Although friction influences other stress components, the effect is relatively insignificant by comparison. It is thus more appropriate to select orthogonal shear stress as the critical stress when assessing subsurface rolling contact fatigue in rolling-sliding systems.

A sand-cast gray iron flanged nut was used to adjust the upper roll on a 3.05 m (10 ft) pyramid-type plate-bending machine. The flange broke away from the body of the nut during service. Analysis (visual inspection and 150x micrographs of sections etched with nital) supported the conclusions that brittle fracture of the flange from the body was the result of overload caused by misalignment between the flange and the roll holder. The microstructure contained graphite flakes of excessive size and inclusions in critical areas; however, these metallurgical imperfections did not appear to have had significant effects on the fracture. Recommendations included carefully and properly aligning the flange surface with the roll holder to achieve uniform distribution of the load. Also, a more ductile metal, such as steel or ductile iron, would be more suitable for this application and would require less exact alignment.

Two sand-cast low-alloy steel equalizer beams (ASTM A 148, grade 105-85) designed to distribute the load to the axles of a highway truck broke after an unreported length of service. Normal service life would have been about 805,000 km (500,000 mi) of truck operation. Investigation (visual inspection, chemical analysis, tensile testing, unetched 65x and 1% nital etched 65x magnification) supported the conclusions that the steel was too soft for the application – probably due to improper heat treatment. Fracture of the equalizer beams resulted from growth of mechanical cracks that were formed before the castings were heat treated. Recommendations included the following changes in processing: better gating and risering in the foundry to achieve sounder castings; better shakeout practice to avoid mechanical damage; better inspection to detect imperfections; and normalizing and tempering to achieve better mechanical properties.

This article presents a failure analysis of 37.5 mW gas turbine third stage buckets made of Udimet 500 superalloy. The buckets experienced repetitive integral tip shroud fractures assisted by a low temperature (type II) hot corrosion. A detailed analysis was carried out on elements thought to have influenced the failure process: a) the stress increase from the loss of a load bearing cross-sectional area of the bucket tip shroud by the conversion of metal to the corrosion product (scale), b) influence of the tip shroud microstructure (e.g., a presence of equiaxed and columnar grains, their distribution and orientation), c) evidence of the transgranular initiation, and d) intergranular creep mechanism propagation. The most probable cause of the bucket damage was the combination of increased stresses due to corrosion-induced thinning of the tip shroud and unfavorable microstructures in the tip shroud region.

Handles welded to the top cover plate of a chemical-plant downcomer broke at the welds when the handles were used to lift the cover. The handles were fabricated of low-carbon steel rod; the cover was of type 502 stainless steel plate. The attachment welds were made with type 347 stainless steel filler metal to form a fillet between the handle and the cover. The structure was found to contain a zone of brittle martensite in the portion of the weld adjacent to the low-carbon steel handle; fracture had occurred in this zone. The brittle martensite layer in the weld was the result of using too large a welding rod and too much heat input, melting of the low-carbon steel handle, which diluted the austenitic stainless steel filler metal and formed martensitic steel in the weld zone. Because it was impractical to preheat and postheat the type 502 stainless steel cover plate, the low-carbon steel handle was welded to low-carbon steel plate, using low-carbon steel electrodes. This plate was then welded to the type 502 stainless steel plate with type 310 stainless steel electrodes. This design produced a large weld section over which the load was distributed.

This article describes concepts and tools that can be used by the failure analyst to understand and address deformation, cracking, or fracture after a stress-related failure has occurred. Issues related to the determination and use of stress are detailed. Stress is defined, and a procedure to deal with stress by determining maximum values through stress transformation is described. The article provides the stress analysis equations of typical component geometries and discusses some of the implications of the stress analysis relative to failure in components. It focuses on linear elastic fracture mechanics analysis, with some mention of elastic-plastic fracture mechanics analysis. The article describes the probabilistic aspects of fatigue and fracture. Information on crack-growth simulation of the material is also provided.

Statistical techniques provide the design engineer with a powerful tool for the analysis of failure data. By means of an actual case study, steps required to design a test yielding statistically meaningful data and procedures used in graphical analysis of results are presented. The Weibull distribution is the statistical model used as a basis for these techniques. This method of failure analysis provides the engineer with clear, positive design direction.

This article is dedicated to the fields of mechanical engineering and machine design. It also intends to give a nonexhaustive view of the preventive side of the failure analysis of rolling-element bearings (REBs) and of some of the developments in terms of materials and surface engineering. The article presents the nomenclature, numbering systems, and worldwide market of REBs as well as provides description of REBs as high-tech machine components. It discusses heat treatments, performance, and properties of bearing materials. The processes involved in the examination of failed bearings are also explained. Finally, the article discusses in detail the characteristics and prevention of the various types of failures of REBs: wear, fretting, corrosion, plastic flow, rolling-contact fatigue, and damage. The article includes an Appendix, which lists REB-related abbreviations, association websites, and ISO standards.