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.

Friction and wear are important when considering the operation and efficiency of components and mechanical systems. Among the different types and mechanisms of wear, adhesive wear is very serious. Adhesion results in a high coefficient of friction as well as in serious damage to the contacting surfaces. In extreme cases, it may lead to complete prevention of sliding; as such, adhesive wear represents one of the fundamental causes of failure for most metal sliding contacts, accounting for approximately 70% of typical component failures. This article discusses the mechanism and failure modes of adhesive wear including scoring, scuffing, seizure, and galling, and describes the processes involved in classic laboratory-type and standardized tests for the evaluation of adhesive wear. It includes information on standardized galling tests, twist compression, slider-on-flat-surface, load-scanning, and scratch tests. After a discussion on gear scuffing, information on the material-dependent adhesive wear and factors preventing adhesive wear is provided.

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.

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 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.

Occasional failures were experienced in spool-type valves used in a hydraulic system. When a valve would fail, the close-fitting rotary valve would seize, causing loss of flow control of the hydraulic oil. The rotating spool in the valve was made of 8620 steel and was gas carburized. The cylinder in which the spool fitted was made of 1117 steel, also gas carburized. Investigation (visual inspection, low magnification images, 400x images, metallographic exam, and hardness testing) supported the conclusion that momentary sliding contact between the spool and the cylinder wall caused unstable retained austenite in the failed cylinder to transform to martensite. The increase in volume resulted in sufficient size distortion to cause interference between the cylinder and the spool, seizing, and loss of flow control. The failed parts had been carburized in a process in which the carbon potential was too high, which resulted in a microstructure having excessive retained austenite after heat treatment. Recommendations included modifying the composition of the carburizing atmosphere to yield carburized parts that did not retain significant amounts of austenite when they were heat treated.

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.

This article considers the main characteristics of wear mechanisms and how they can be identified. Some identification examples are reported, with the warning that this task can be difficult because of the presence of disturbing factors such as contaminants or possible additional damage of the worn products after the tribological process. Then, the article describes some examples of wear processes, considering possible transitions and/or interactions of the mechanism of fretting wear, rolling-sliding wear, abrasive wear, and solid-particle erosion wear. The role of tribological parameters on the material response is presented using the wear map concept, which is very useful and informative in several respects. The article concludes with guidelines for the selection of suitable surface treatments to avoid wear failures.

This article focuses on the types of activities required for the resolution of wear problems. These include examining and characterizing the tribosystem; characterizing and modeling the wear process; obtaining and evaluating wear data; and evaluating and verifying the solution.

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.

Fretting is a wear phenomenon that occurs between two mating surfaces; initially, it is adhesive in nature, and vibration or small-amplitude oscillation is an essential causative factor. Fretting generates wear debris, which oxidizes, leading to a corrosion-like morphology. This article focuses on fretting wear related to debris formation and ejection. It reviews the general characteristics of fretting wear, with an emphasis on steel. The review covers fretting wear in mechanical components, various parameters that affect fretting; quantification of wear induced by fretting; and the experimental results, map approach, measurement, mechanism, and prevention of fretting wear. This review is followed by several examples of failures related to fretting wear.

Engineered components fail predominantly in four major ways: fracture, corrosion, wear, and undesirable deformation (i.e., distortion). Typical fracture mechanisms feature rapid crack growth by ductile or brittle cracking; more progressive (subcritical) forms involve crack growth by fatigue, creep, or environmentally-assisted cracking. Corrosion and wear are another form of progressive material alteration or removal that can lead to failure or obsolescence. This article primarily covers the topic of abrasive wear failures, covering the general classification of wear. It also discusses methods that may apply to any form of wear mechanism, because it is important to identify all mechanisms or combinations of wear mechanisms during failure analysis. The article concludes by presenting several examples of abrasive wear.

Wear, a form of surface deterioration, is a factor in a majority of component failures. This article is primarily concerned with abrasive wear mechanisms such as plastic deformation, cutting, and fragmentation which, at their core, stem from a difference in hardness between contacting surfaces. Adhesive wear, the type of wear that occurs between two mutually soluble materials, is also discussed, as is erosive wear, liquid impingement, and cavitation wear. The article also presents a procedure for failure analysis and provides a number of detailed examples, including jaw-type rock crusher wear, electronic circuit board drill wear, grinding plate wear failure analysis, impact wear of disk cutters, and identification of abrasive wear modes in martensitic steels.

This article discusses the generic features of impact wear on metals, ceramics, and polymers. It describes normal impact wear and compound impact wear, as well as the features of impact wear testing apparatus such as ballistic impact wear apparatus and pivotal hammer impact wear apparatus. Most mechanical components continue to be functional beyond the zero wear limit, and their usefulness is normally connected with the loss of a specific depth of material. The article reviews the zero impact wear model and some measurable impact wear models. It presents a case study illustrating the impact of wear failure on automotive engine inlet valves and seat inserts.

Failure of a case hardened steel shaft incorporated fuel pump in a turbine-powered aircraft resulted in damage to the aircraft. The disassembled pump was found to be dry and free of any contamination. Damage was exhibited on the pressure side of each spline tooth in the impeller and the relatively smooth cavities and undercutting of the flank on this side indicated that the damage was caused by an erosion or abrasion mechanism. A relatively smooth worn area was formed at the center of each tooth due to an abrasive action and an undulating outline with undercutting was observed on the damaged side. Particles of sand, paint, or plastic, fibers from the cartridge, brass, and steel were viewed in the brown residue on the filter cartridge under a low power microscope and later confirmed by chemical analysis. Large amount of iron was identified by application of a magnet. It was concluded that the combined effect of vibration and abrasive wear by sand and metal particles removed from the splines damaged the shaft. Case hardened spline teeth surface was recommended to increase resistance to wear and abrasion.

An investigation of wear and failure of babbitt bushes was completed in this study. The results showed that wear at dry sliding of babbitt obtained by plasma spraying was less than that of babbitt in the as-cast state and after a deformation heat treatment. The failure of babbitt bushes was caused by a simultaneous and interrelated exhibition of fatigue and wear processes that depend considerably on cohesion strength between the bush and the bearing base and accumulation of defects on the contact surface between the bush and the shaft.

Impact or percussive wear is defined as the wear of a solid surface that is due to percussion, which is a repetitive exposure to dynamic contact by another body. Impact wear, however, has many analogies to the field of erosive wear. The main difference is that, in impact wear situations, the bodies tend to be large and contact in a well-defined location in a controlled way, unlike erosion where the eroding particles are small and interact randomly with the target surface. This article describes some generic features and modes of impact wear of metals, ceramics, and polymers. It discusses the processes involved in testing and modeling of impact wear, and includes two case studies.