The radial-contact ball bearings (type 440C stainless steel and hardened) supporting a computer microdrum were removed for examination as they became noisy. Two sizes of bearings were used for the microdrum and a spring washer that applied a 50 lb axial load on the smaller bearing was installed in contact with the inner ring for accurate positioning of the microdrum. The particles contained in residue achieved after cleaning of the grease on bearings with a petroleum solvent were attracted by a magnet and detected under a SEM (SEM) to be flaked off particles from the outer raceway surface. Smearing, true-brinelling marks, and evidence of flaking caused by the shifting of the contact area (toward one side) under axial load, was revealed by SEM investigation of one side of the outer-ring raceway. The true-brinelling marks on the raceways were found to be caused by excessive loading when the bearing was not rotating or during installation. It was concluded that the bearings had failed in rolling-contact fatigue. The noise was eliminated and the preload was reduced to 30 lb by using a different spring washer as a corrective measure.

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.

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.

An aircraft was grounded when illumination of the transmission oil-pressure light and an accompanying drop in pressure on the oil-pressure gage was reported by the pilot. No discrepancy in the bearing assemblies and related components was revealed by teardown analysis of the transmission. The center bearing of the transmission input-shaft ball-bearing stack had a broken cage and one ball was found to have been split into several pieces. Several scored balls and flaking damage in the raceways of the inner and outer rings was observed. The origin (area in rectangle) was oriented axially in the raceway and was flanked by areas of markedly different-textured flaking damage. Stringers of nonmetallic inclusions were revealed at the origin during metallographic examination of a section parallel to the axially oriented origin. Thus it was concluded that the failure was caused by contact fatigue mechanism (flaking) activated by the subsurface nonmetallic inclusions.

A ‘worn-out’ spiral bevel gear and pinion set was submitted for examination and evaluation. This was a spiral bevel drive set with the gear attached to a differential. The assembled unit was driving a new, large, experimental farm tractor in normal plowing and tilling operations. The primary failure was associated with the 4820H NiMo alloy steel pinion, and thus the gear was not examined. The mode of failure was rolling contact fatigue, and the cause of failure improper engineering design. The pattern of continual overload was restricted to a specific concentrated area situated diagonally across the profile of the loaded side, which was consistent on every tooth.

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.

Butterfly-shaped microstructural features in tempered martensite in an otherwise clean steel suggested that overloading led to premature spalling of a coal-crushing plant taper bearing. Extensive rolling contact fatigue occurred because of the overload condition. The crusher was designed to handle soft lignite coals but had been used to crush hard deep-mined anthracite coals.

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 bull gear from a coal pulverizer at a utility failed by rolling-contact fatigue as the result of continual overloading of the gear and a nonuniform, case-hardened surface of the gear teeth. The gear consisted of an AISI 4140 Cr-Mo steel gear ring that was shrunk fit and pinned onto a cast iron hub. The wear and pitting pattern in the addendum area of the gear teeth indicated that either the gear or pinion was out of alignment. Beach marks observed on the fractured surface of the gear indicated that fatigue was the cause of the gear failure. Similar gears should be inspected carefully for signs of cracking or misalignment. Ultrasonic testing is recommended for detection of subsurface cracks, while magnetic particle testing will detect surface cracking. Visual inspection can be used to determine the teeth contact pattern.

A spiral bevel gear and pinion set that showed "excessive wear on the pinion teeth" was submitted for analysis. This gear set was the primary drive unit for the differential and axle shafts of an exceptionally-large front-end loader in the experimental stages of development. There was no evidence of tooth bending fatigue on either part. Several cracks were associated with the spalling surfaces on the concave sides of the 4820H NiMo alloy steel pinion teeth. The gear teeth showed no indication of fatigue. The primary mode of failure was rolling contact fatigue of the concave (drive) active tooth profile. The spalled area was a consequence of this action. The pitting low on the profile appeared to have originated after the shift of the pinion tooth away from the gear center. The shift of the pinion was most often due to a bearing displacement or malfunction. The cause of this failure was continuous high overload that may also have contributed to the bearing displacement.

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.

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.

A tri-lobe cylindrical roller bearing was submitted for investigation to determine the cause of uniformly spaced axial fluting damages on its rollers and outer raceway surfaces. The rollers and raceways were made from premium-melted M50 and M50NiL, aircraft quality steels often used in bearings to minimize the effects of orbital slippage and rolling-contact fatigue. The damaged areas were examined under a scanning electron microscope, which revealed a high density of microcraters, characteristic of local melting and material removal associated with bearing currents. Investigators also examined the effect of electrical discharge on crater dimensions and density and the role that thermoelectric voltage potentials may have played.

An extensive metallurgical investigation was carried out on samples of a failed roller bearing from the support and tilting system of a basic oxygen furnace converter used in the steel melting shop of an integrated steel plant. The converter bearing was fabricated from low-carbon, carburizing grade steel and had failed in service within a year of fitting to a repaired shaft. Microscopic observations of both the broken roller and inner-race samples revealed subsurface cracking and preponderance of brittle oxide and other macroinclusions. Electron probe microanalysis studies confirmed that the brittle oxides that formed stringers were alumina, and the other macroinclusions were complex silicates. Both the alumina and silicate inclusions were deleterious to contact-fatigue properties. Microstructurally, the carburized regions of the broken roller and of inner-race samples contained high-carbon tempered martensite. Microhardness measurements revealed that. Although the core hardness of the roller and the inner-race samples were similar, the surface hardness of the roller was approximately 8.5 HRC units harder than that of the inner-race. SEM observations of the roller fracture surface revealed striations indicative of fatigue, and EDS analyses corroborated a high incidence of silicate inclusions at crack sites. The study suggests that the failure of the bearing occurred because the hardness difference between the roller bearing and the inner-race surfaces resulted in wear of the inner-race. The wear led to shaft misalignment and play during service. The misalignment, coupled with the presence of inclusions, caused fatigue failure of the roller bearing.

Two intermediate impeller drive gears (made of AMS 6263 steel, gas carburized, hardened, and tempered) exhibited evidence of pitting and abnormal wear after production tests in test-stand engines. The gears were examined for hardness, case depth, and microstructure of case and core. It was found that gear 1 had a lower hardness than specified while the case hardness of gear 2 was found to be within limits. Both the pitting and the wear pattern were revealed to be more severe on gear 1 than on gear 2. Surface-contact fatigue (pitting) of gear 1 (cause of lower carbon content of the carburized case and hence lower hardness) was found to be the reason for failure. It was recommended that the depth of the carburized case on impeller drive gears be increased from 0.4 to 0.6 mm to 0.6 to 0.9 mm to improve load-carrying potential and wear resistance. A minimum case-hardness requirement was set at 81 HRA.

Failure occurred in the teeth of a case-hardening Ni-Cr-Mo alloy steel spur gear in the transmission system of heavy duty tracked vehicles. The defects were in the nature of seizure on the involute profile. Scrutiny of the transmission system showed there might be choking in the lubricating oil line. Such would cause seizure of the gears and damage. The incidence of such defects stopped after corrective measures were taken.