After a quick-release fitting of an ejection seat broke, an investigation was performed to determine the manner and cause of crack propagation. Most fractography-based investigations aim to characterize only qualitative characteristics, such as the fracture orientation and origin position, topology, and details of interactions with microstructural features. The aim of this investigation was to use quantitative fractography as a tool to extract information, including striation spacing and size of the stretched zone, in order to make a direct correlation with fracture mechanic concepts. As the crack propagated, striations were created on the fracture surface as a result of service-induced load changes. The size of the striations were measured to estimate crack propagation rate. Remaining lifetime estimates were also made. The dimensions of plastically stretched zones found at the tips of the cracks were evaluated using electron micrograph stereo image pairs to characterize local fracture toughness. To complete the failure analysis, nondestructive evaluation, metallographic examination, and chemical investigations were carried out. No secondary cracks could be found. Most of the broken parts showed that the microstructure, the hardness, and the chemical composition of the Al-alloy were within the specification, but some of the cracked parts were manufactured using a different material than that specified.

A stuffing box (sand cast from ASTM A 536, grade 60-45-10, ductile iron) began leaking water after two weeks of service. The machine was operating at 326 rpm with a discharge water pressure of 21.4 MPa (3100 psi). Investigation (visual inspection, mechanical analysis, and nital etched 100x magnification) supported the conclusion that the crack initiated at the inner edge of a lubrication hole and had propagated toward both the threaded and flange ends of the casting. An appreciable residual-stress concentration must have been present and caused propagation of the crack. The residual stress might have been caused when a fitting was tightly screwed into the lubrication hole, and it might have been concentrated by notches at the inner end of the hole created when the drill broke through the sidewall to the stuffing box.

The drive-shaft hanger bearings failed after 300 to 400 h in service. The shaft, supported by labyrinth-sealed single row radial ball bearings of ABEC-1 tolerances, was made of aluminum 2024-T3 tubing (2.5 cm diam and 1.2 mm wall thickness). The bearings were lubricated with a paste-type mineral-oil lubricant (containing molybdenum disulfide and polytetrafluoroethylene particles) or grease conforming to MIL-G-81322 (containing thickening agent and synthetic hydrocarbons) and had two-piece spot-welded retainers. On visual examination, the balls were observed to be embedded in the inner-ring raceway which had been softened by the elevated temperatures reached during the failure. Broken retainers and worn and bent out of shape seals were found. Penetration of gritty particles, water and other corrosive agents and leakage of lubricant out of the bearing permitted by the worn seals was observed. It was concluded that overheating was caused by lubricant flow was permitted by wear of the labyrinth seals. Positive rubbing seals and MIL-G-81322 grease lubricant were found to have longer life than those with the labyrinth seals and mineral-oil-paste lubricant on testing under simulated environmental conditions and were installed as a corrective measure. Importance of dirt free supply and drainage of oil was discussed.

The torque-arm assembly (aluminum alloy 7075-T73) for an aircraft nose landing gear failed after 22,779 simulated flights. The part, made from an aluminum alloy 7075-T73 forging, had an expected life of 100,000 simulated flights. Initial study of the fracture surfaces indicated that the primary fracture initiated from multiple origins on both sides of a lubrication hole that extended from the outer surface to the bore of a lug in two cadmium-plated flanged bushings made of copper alloy C63000 (aluminum bronze) that were press-fitted into each bored hole in the lug. Sectioning and 2x metallographic analysis showed small fatigue-type cracks in the hole adjacent to the origin of primary fracture. Hardness and electrical conductivity were typical for aluminum alloy 7075. This evidence supported the conclusion that the arm failed in fatigue cracking that initiated on each side of the lubrication hole since no material defects were found at the failure origin. Recommendations included redesign of the lubrication hole, shot peeing of the faces of the lug for added resistance to fatigue failure, and changing of the forging material to aluminum alloy 7175-T736 for its higher mechanical properties.

Immediately after installation, leakage was observed at the mounting surface of several rebuilt hydraulic actuators that had been in storage for up to three years. At each joint, there was an aluminum alloy spacer and a vellum gasket. The mounting flanges of the steel actuators had been nickel plated. During assembly of the actuators a lubricant containing molybdenum disulfide had been applied to the gaskets as a sealant. The vellum gasket was found to be electrically conductive, and analysis (visual inspection, 500x unetched micrographs, galvanic action testing, and x-ray diffraction) supported the conclusions that leakage was the result of galvanic corrosion of the aluminum alloy spacers while in storage. The molybdenum disulfide was apparently suspended in a volatile water-containing vehicle that acted as an electrolyte between the aluminum alloy spacer and the nickel-plated steel actuator housing. Initially, the vellum gasket acted as an insulator, but the water-containing lubricant gradually impregnated the vellum gasket, establishing a galvanic couple. Recommendations included discontinuing use of molybdenum disulfide lubricant as a gasket sealer, and assembling the actuators using dry vellum gaskets.

The bolt in a bolt and thimble assembly used to connect a wire rope to a crane hanger bracket was worn excessively. Two worn bolts, one new bolt, and a new thimble were examined. Specifications required the bolts to be made of 4140 steel heat treated to a hardness of 277 to 321 HRB. Thimbles were to be made of cast 8625 steel, but no heat treatment or hardness were specified. Analysis (visual inspection, hardness testing, and metallographic examination) supported the conclusion that the wear was due to strikingly difference hardness measurements in the bolt and thimble. Recommendations included hardening and tempering the bolts to the hardness range of 375 to 430 HRB. The thimbles should be heat treated to a similar microstructure and the same hardness range as those of the bolt. Molybdenum disulfide lubricant can be liberally applied during the initial installation of the bolts. A maintenance lubrication program was not suggested, but galling could be reduced by periodic application of a solid lubricant.

Ball bearings made of type 440C stainless steel hardened to 60 HRC and suspected as the source of intermittent noise in an office machine were examined. A number of spots on the inner-ring raceway were revealed by scanning electron microscopy. The metal in the area around the spot was evidenced to have been melted and welded to the inner-ring raceway. It was revealed by randomly spaced welded areas on the raceways that the welding was the result of short electrical discharges between the bearing raceways and the balls. The use of an electrically nonconductive lubricant in the bearings was suspected to have caused the electric discharge by accumulation and discharge of static charge. The electrical resistance between the rotor and the motor frame lubricated with electrically conductive grease and the grease used in the current case was measured and compared to confirm the fact the currently used grease was nonconductive. It was concluded that the pits were formed by momentary welding between the ball and ring surfaces. The lubricant was replaced by electrically conductive grease as a corrective measure.

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.

Randomly selected dictating-machine drive mechanisms, which contained small ball bearings, were found to exhibit unacceptable fluctuations in drive output during the early stages of production. It was indicated that the bearing raceways were being true brinelled before or during installation of the bearings. The preinstallation practices and the procedures for installing the bearings were carefully studied. It was revealed that during one preinstallation step, the lubricant applied by the bearing manufacturer was removed and the bearing was relubricated with another type of lubricant prior to which the bearings were ultrasonically cleaned in trichloroethylene to ensure extreme cleanness. Equally spaced indentations resembling true brinelling were revealed by careful examination of the bearing raceways. It was concluded that the ultrasonic energy transmitted to the balls brinelled the raceways enough to cause fluctuations in machine output. Solvent-vapor cleaning was employed as a corrective technique for removing bearing lubricant.

A mechanical part, which supports the moving part, is termed a mechanical bearing and can be classified into rolling (ball or roller) bearings and sliding bearings. This article discusses the failures of sliding bearings. It first describes the geometry of sliding bearings, next provides an overview of bearing materials, and then presents the various lubrication mechanisms: hydrostatic, hydrodynamic, boundary lubrication, elastohydrodynamic, and squeeze-film lubrication. The article describes the effect of debris and contaminant particles in bearings. The steps involved in failure analysis of sliding bearings are also covered. Finally, the article discusses wear-damage mechanisms from the standpoint of bearing design.

This article discusses the classification of sliding bearings and describes the major groups of soft metal bearing materials: babbitts, copper-lead bearing alloys, bronze, and aluminum alloys. It provides a discussion on the methods for fluid-film lubrication in bearings. The article presents the variables of interest for a rotating shaft and the load-carrying capacity and surface roughness of bearings. Grooves and depressions are often provided in bearing surfaces to supply or feed lubricant to the load-carrying regions. The article explains the effect of contaminants in bearings and presents the steps for failure analysis of sliding bearings. It also reviews the factors responsible for bearing failure with examples.

While in the stationary mode, capillary action at the contact line between roller and race in a steel rolling mill taper bearing caused a concentration of lubricant and moisture to occur. This lead to lines of corrosion pits at roller intervals. During subsequent operation, the individual corrosion pits acted as stress raisers and initiated coarse grain spalling. Due to a bending moment on the rotating element, this in turn initiated bending fatigue normal to the longitudinal axis, which propagated through to the bore of the inner ring. Stain marks were visible in the bore at a spacing corresponding to roller intervals where lubricant had flowed through the cracks from the race.

A nickel alloy cylinder plated with chromium along its inner liner, installed in a commercial ice cream freezer, showed gray discoloration along its OD surface. The discolored parts exhibited significantly reduced cooling efficiency as compared with new cylinders. During operation, the OD of the cylinder was exposed to liquid ammonia refrigerant containing lubricant from the compressor. The lubricant (mineral oil) was intended to separate from the ammonia and be recirculated through the compressor. Nondestructive portable optical microscopy, XRF, EDS, and XPS analyses showed that the discoloration on the cylinder was associated with metal oxidation products coated with a thin oil film. One of the recommendations was to plate the OD of the cylinder with hard chromium to increase its resistance to erosion. Another recommendation was to reduce the amounts of water contamination in the refrigerant.

Rolling-element bearings use rolling elements interposed between two raceways, and relative motion is permitted by the rotation of these elements. This article presents an overview of bearing materials, bearing-load ratings, and an examination of failed bearings. Rolling-element bearings are designed on the principle of rolling contact rather than sliding contact; frictional effects, although low, are not negligible, and lubrication is essential. The article lists the typical characteristics and causes of several types of failures. It describes failure by wear, failure by fretting, failure by corrosion, failure by plastic flow, failure by rolling-contact fatigue, and failure by damage. The article discusses the effects of fabrication practices, heat treatment and hardness of bearing components, and lubrication of rolling-element bearings with a few examples.

A needle bearing from a filling and seating machine for milk cartons became unusable due to corrosion and fracture of a ring after only four weeks of operation of the machine in a Finnish milk packing plant. These bearings were subject to corrosion by water condensates in this type of environment because of constant temperature changes, and they normally are replaced after eight months. The bearings were lubricated by a molybdenum sulfide paste. Judging by their structure the needles probably consisted of ball bearing steel. They showed corroded initial cracks of the pitting type, i.e., shear-fatigue fractures due to excessive surface pressure. The needles too were overstressed by compression. It seemed that the higher pressure necessary for the pressing of thicker paper accelerated the corrosion, which lead to the crack initiations of the parts and possibly also to impaired lubrication. The machine manufacturer therefore switched to bearings with shells of a complex bronze.

Size M5 x 0.8 mm, class 8.8 metric screws were failing during application, reportedly at the normal installation torque. Investigation (visual inspection, metallographic analysis, and unetched 8.9x fractographs) supported the conclusion that the fasteners failed via ductile overload in the absence of gross defects or embrittlement. It was subsequently determined that a nonapproved lubricant had been used during installation. Tension preloads can be more than twice their normal level on lubricated fasteners because of reduced friction, and in this case, the preload was sufficient to fracture the screws. No recommendations were made.

Tribology is the study of contacting materials in relative motion and more specifically the study of friction, wear, and lubrication. This article discusses the classification and the mechanisms of friction, wear, and lubrication of polymers. It describes the tribological applications of polymers and the tribometers and instrumentation used to measure the tribological properties of polymers. The article discusses the processes involved in calculating the wear rate of polymers and the methods of characterization of the sliding interface. It provides information on the pressure and velocity limit of polymer composites and polymer testing best practices.

A gear belonging to a pressurized heavy-water reactor refueling machine failed after 10 years in service. The material specified for the gear was a type C90700 bronze. Macroscopic examination focused on three gear teeth that had fractured completely at the roots, and fracture zones were examined using SEM microscopy. Failure of the gears was attributed to heavy wear resulting from misalignment. A lack of adequate lubrication was also noted. Periodic alignment adjustment and lubrication were recommended.