This article discusses different types of mechanical fasteners, including threaded fasteners, rivets, blind fasteners, pin fasteners, special-purpose fasteners, and fasteners used with composite materials. It describes the origins and causes of fastener failures and with illustrative examples. Fatigue fracture in threaded fasteners and fretting in bolted machine parts are also discussed. The article provides a description of the different types of corrosion, such as atmospheric corrosion and liquid-immersion corrosion, in threaded fasteners. It also provides information on stress-corrosion cracking, hydrogen embrittlement, and liquid-metal embrittlement of bolts and nuts. The article explains the most commonly used protective metal coatings for ferrous metal fasteners. Zinc, cadmium, and aluminum are commonly used for such coatings. The article also illustrates the performance of the fasteners at elevated temperatures and concludes with a discussion on fastener failures in composites.

This article first provides an overview of the types of mechanical fasteners. This is followed by sections providing information on fastener quality and counterfeit fasteners, as well as fastener loads. Then, the article discusses common causes of fastener failures, namely environmental effects, manufacturing discrepancies, improper use, or incorrect installation. Next, it describes fastener failure origins and fretting. Types of corrosion in threaded fasteners and their preventive measures are then covered. The performance of fasteners at elevated temperatures is addressed. Further, the article discusses the types of rivet, blind fastener, and pin fastener failures. Finally, it provides information on the mechanism of fastener failures in composites.

A portion of a 19 mm (0.75 in.) diam structural steel bolt was found on the floor of a manufacturing shop. This shop contained an overhead crane system that ran on rails supported by girders and columns. Inspection of the crane system revealed that the bolt had come from a joint in the supporting girders and could be considered one of the principal fasteners in the track system. Analysis (visual inspection, metallographic exam, and hardness testing) supported the conclusions that fatigue induced by the overhead movement of the crane produced failure of the bolt. The bolt was deficient in strength for the cyclic applied loads in this case and probably was not tightened sufficiently. Recommendations included removing the remaining bolts in the crane support assembly and replacing them with a higher-strength, more fatigue-resistant bolt, for example, SAE grade F, 104 to 108 HRB. The bolts should be tightened according to the specifications of the manufacturer, and the system should be periodically inspected for correct tightness.

Several stainless steel bolts used on a Titan Space Launch Vehicle broke at the shank and failure was attributed to stress-corrosion cracking. But results could not be duplicated in the laboratory with salt-solution immersion tests until the real culprit was established: the secondary effect of galvanic coupling, hydrogen embrittlement.

Fasteners, made in high-production progressive dies from 0.7 mm thick cold-rolled 1060 steel, were used to secure plastic fabric or webbing to the aluminum framework of outdoor furniture. It was found that approximately 30% of the fasteners cracked and fractured as they were compressed to clamp onto the framework prior to springback. The heat treatment cycle of the fasteners consisted of austenitizing, quenching, tempering to obtain a tempered martensite microstructure, acid cleaning, zinc electroplating, coating with a clear dichromate and thereafter baking to remove the nascent hydrogen. It was revealed that fasteners treated in this manner were brittle due to hydrogen embrittlement as the baking process was found to not be able to remove all the nascent hydrogen which had induced during acid cleaning and electroplating. The heat treatment cycle was modified to produce a bainitic structure and the method of plating the fastener with zinc was changed from electroplating to a mechanical deposition process to thus avoid hydrogen embrittlement.

Two titanium alloy wing attachment bolts from a commercial jetliner failed during the course of a routine service operation. Failure of the bolts occurred during the re-torque process as the wing was being reattached. Metallurgical failure analysis indicated that the fracture mechanism was ductile overload and that the mechanical properties of the bolts were consistent with exemplar bolts that had been supplied. After eliminating other sources of excessive load application, the most probable cause of failure was ascribed to variances between the frictional characteristics of the bolt at the time of re-torque and at the time of initial torque application several years earlier.

Six galvanized high-tensile steel bolts were used to hold the wheels of a four-wheel drive vehicle. The right hand rear wheel of this vehicle detached causing the vehicle to roll and resulting in considerable damage to the body. The wheel was detached by shearing of four of the bolts and stripping the nuts from the other two bolts, which remained unbroken. SEM fractography of the fracture surfaces of the four broken bolts indicated that the failure was due to reversed bending fatigue. Optical microscopy indicated that the bolts were heat treated to a tempered martensite structure and that the nuts were manufactured from low carbon steel. The paper discusses the influence of the microstructure on the failure process the events surrounding the nature of incident and the analysis of in-service failure of the failed components utilizing conventional metallurgical techniques.

A failed 25 x 32 mm (1 x 1 in.) cadmium-plated 1040 carbon steel countersunk head type nose gear door securing bolt with a common screwdriver slot was examined. Fracture originated at a thread root and propagated across the cross section. The topography of the fracture was excessively rough and more granular than would be expected from pure mechanical fatigue. This indicated an allied corrosion mechanism. Cracks other than the one leading to failure were observed. Metallographic examination of the bolt cross section showed many cracks typical of stress-corrosion damage. It was concluded that the bolt failed by a combination of SCC and fatigue. It was recommended that aerospace-quality fasteners meeting NAS 7104, NAS 7204, or NAS 7504 be used to replace the currently used fasteners.

Eight cylinderhead screws cracked after a short running time in motors. They were made of Fe-0.45C-1Cr steel, had rolled threads, were heat treated to 110 kg/sq mm tensile strength, and were electrolytically galvanized. All fractured at the root of the thread. The surfaces of fracture were fine-grained and had not spread by rubbing. Because the screws were electrolytically galvanized, failure resulted from “delayed fracture.” Experience has shown that this type of fracture is seen on production parts made of high-strength steels, which absorbed hydrogen during pickling or during a galvanic surface treatment. Such parts will rupture below the elastic limit during continuous stressing. This often occurs only after the expiration of a certain time period, and preferably at locations of stress concentrations such as changes in cross section or threads. As a rule, the hydrogen cannot be verified analytically because most of it escapes again after prolonged storage at room temperature or short heating at 100 to 200 deg C.

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.

A truck-mounted hydraulic crane had a horizontal thrust bearing with one race attached to the truck and the other to the rotating crane. The outside race of the bearing was driven by a pinion gear, and it is through this mechanism that the crane body rotated about a vertical axis. The manufacturer welded the inner race to the carrier in a single pass. After several years of service, the attachment weld between the bearing inner race and the turntable failed in the area adjacent to the heat-affected zone. The fracture zone where there was the greatest tension was heavily oxidized. In the zone where the bearing was in compression, there was a clean surface indicating recent fracture. Finally, there were areas where the weld did not meet AWS specifications for convexity or concavity. These areas were weak enough to allow fatigue cracks to initiate. Recommendations to prevent reoccurrence of the failure include the use of bolts in lieu of welding, a welding schedule that reduces the propensity of lamellar tearing, and the use of an alloy that precludes lamellar tearing. However, if abuse of the crane was the primary cause of failure, none of these recommendations would have prevented deterioration of the machine to an extent that would have rendered the failure improbable.

Cracks were discovered between interference-fit fasteners (MoS2-coated Ti-6Al-4V) that had been incorporated into a fighter aircraft primary structural frame (D6ac steel) to enhance structural fatigue life. Examination of sections cut from the cracked frame established that the cracks propagated by stress-corrosion cracking. The cause of cracking was twofold: use of interference-fit fasteners exposed to moisture intrusion from a marine environment and poor hole quality. Failure was intensified by dissimilar-metal contact in the presence of weak acidic electrolyte (dissociated MoS2). Control of machining parameters to prevent formation of brittle martensite, use of galvanically compatible fasteners, and use of an alternate lubricant were recommended.

Failure of carbon-manganese steel wheel studs caused by improper tightening of the inner wheel nuts resulted in separation of a dual wheel assembly on a heavy truck. The benchmark pattern observed on the fracture surfaces of the studs evidenced fatigue cracks emanating from multiple origins around the circumference. There was no indication that any microstructural characteristics of the material contributed to the failure. Inclusions that were present were small and relatively few in number. Failure to check the torque of the inner wheel nuts as per the manufacturer's recommendation caused the inner wheel nuts to loosen during break-in and lose the required clamping force. The development and promotion of educational programs on proper wheel tightening procedures was recommended.

After several years' use, an eyebolt suffered brittle fracture in the first turn of the thread. The fracture started at the notch at the root of the thread. Neither localized material defect nor an old crack were present. The investigation showed that instead of the specified steel quality St 37-2 N, a steel with about 0.5% C had been used. The microstructure with the coarse ferrite network indicated that the forged eye bolt had been normalized either at too high a temperature or not at all. In any case the anneal at 900 deg C produced a considerably more finely grained structure. In addition, the nature of the fracture and the results of the notched bar impact tests showed that in spite of the high C-content, the eye bolt had become brittle as a result of aging.

Several case-hardened and zinc-plated carbon-manganese steel wheel studs fractured in a brittle manner after very limited service life. The fracture surfaces of both front and rear studs showed no sign of fatigue beach marks or deformation in the form of shear lips that would indicate either a fatigue mechanism or ductile overload failure. SEM analysis revealed that the mode of fracture was intergranular decohesion, which indicates an environmental influence in the fracture mechanism. The primary fracture initiated at a thread root and propagated by environmentally-assisted slow crack growth until final fracture. The natural stress concentration at the thread root, when tightened to the required clamp load concomitant with the presence of cracks in the carburized case, was sufficient to exceed the critical stress intensity for hydrogen-assisted stress cracking (HASC). The zinc plating exacerbated the situation by providing a strong local corrosion cell in the form of a sacrificial anode region adjacent to the cracked thread. The enhanced generation of hydrogen in a corrosive environment subsequently lead to HASC of the wheel studs.

During an inspection of a structure two weeks after assembly, the heads of several cadmium-plated AISI 8740 steel fasteners were found to be completely separated from their respective shanks. SEM examination of the fracture surfaces revealed a brittle, intergranular fracture mode, indicating hydrogen embrittlement. An investigation was conducted to determine the extent of hydrogen embrittlement in the various lots of cadmium-plated 8740 steel fasteners. It was found that hydrogen embrittlement was caused by the use of a bright, impervious cadmium electroplate that hindered diffusion of mobile hydrogen outward from the surface of the pin. After the cadmium layer was removed, the mobile hydrogen contained on the surface of the steel and in the electroplated deposit was released, and the embrittlement problem was alleviated. To prevent reoccurrence, the bright cadmium layer was stripped from the pins, which were then baked and repeated with a dull, porous cadmium layer that allowed outward diffusion of hydrogen. The pins were baked again after deposition of the porous cadmium layer. This eliminated the problem.

This paper describes the metallurgical investigation of a broken spindle used to attach an antenna to the mast of a naval vessel. Visual inspections of both failed and intact fastener assemblies were carried out both on-board ship and in the laboratory followed by metallographic and fractographic examinations. Simulations were also performed on stressed material in a suitable environment to assess the relative importance of postulated failure mechanisms. Factors contributing to this failure including assembly procedures and applied preloads, service loading and environment, and material selection and specification. The discussion considers whether this failure was an isolated incident or is likely to be a fleet-wide problem, and suggests ways to prevent reoccurrence.

During the pre-test inspection following the stress calculation check on a 7-ton capacity Scotch derrick crane, it was noted that threads on the back stay anchorage bolts were of unusually fine pitch (11 tpi) and that the machined faces of the nuts showed irregular pits or depressions disposed in an annular manner. When sectioned, the nuts showed a surprising method of construction. The nuts for the bolts had been made by using conventional pipe couplings inserted into sleeves made from hexagonal bar and the coupling secured to the sleeve by welding at each outer face. The ends of the sleeve bore were chamfered to form a weld preparation. After welding, the faces were machined which resulted in the removal of most of the weld metal and revealed a pronounced lack of penetration. All bolts used to anchor derrick crane back stays should be designed in accordance with the recommendations of British Standard 327:1964 (Clauses 10 and 18).