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.

A forging die in a 250-ton press producing brass valves began to show signs of fatigue after a few thousand hits. By the time it reached 30,000 hits, the die was badly damaged and was submitted for analysis along with one of the last forgings produced. The investigation included visual and macroscopic inspection, metallographic and chemical analysis, SEM imaging, optical profilometry, mechanical property testing, and EDX analysis. The die was made of chromium hot-work tool steel and the forgings were made of CuZn39Pb3 heated to an initial working temperature 700 deg C. The entire surface of the die was covered with fatigue cracks and many fillets had been plastically deformed. Several other types of damage were also observed, including areas of oxidation, corrosion pits, voids, abrasive wear, die adhesion, and thermal fatigue. Fatigue cracking was the primary cause of failure with significant contributions from the other damage mechanisms.

Flow forming technology has emerged as a promising, economical metal forming technology due to its ability to provide high strength, high precision, thin walled tubes with excellent surface finish. This paper presents experimental observations of defects developed during flow forming of high strength SAE 4130 steel tubes. The major defects observed are fish scaling, premature burst, diametral growth, microcracks, and macrocracks. This paper analyzes the defects and arrives at the causative factors contributing to the various failure modes.

This paper describes an investigation on the failure of a large leaded bronze bearing that supports a nine-ton roller of a plastic calendering machine. At the end of the normal service life of a good bearing, which lasted for seven years, a new bearing was installed. However the new one failed catastrophically within a few days, generating a huge amount of metallic wear debris and causing pitting on the surface of the cast iron roller. Following the failure, samples were collected from both good and failed bearings. The samples were analyzed chemically and their microstructures examined. Both samples were subjected to accelerated wear tests in a laboratory type pin-on-disk apparatus. During the tests, the bearing materials acted as pins, which were pressed against a rotating cast iron disk. The wear behaviors of both bearing materials were studied using weight loss measurement. The worn surfaces of samples and the wear debris were examined by light optical microscope, SEM, and energy-dispersive x-ray microanalyzer. It was found that the laboratory pin-on-disk wear data correlated well with the plant experience. It is suggested that the higher lead content ~18%) of the good bearing compared with 7% lead of the failed bearing helped to establish a protective transfer layer on the worn surface. This transfer layer reduced metal-to-metal contact between the bearing and the roller and resulted in a lower wear rate. The lower lead content of the failed bearing does not allow the establishment of a well-protected transfer layer and leads to rapid wear.

In this study, the failure modes of cartwheel and mechanical properties of materials have been analyzed. The results show that rim cracking is always initiated from stringer-type alumina cluster and driven by a combination effect of mechanical and thermal load. The strength, toughness, and ductility are mainly determined by the carbon content of wheel steels. The fatigue crack growth resistance is insensitive to composition and microstructure, while the fatigue crack initiation life increases with the decrease of austenite grain size and pearlite colony size. The dynamic fracture toughness, KID, is obviously lower than static fracture toughness, KIC, and has the same trend as KIC. The ratio of KID/sigma YD is the most reasonable parameter to evaluate the fracture resistance of wheel steels with different composition and yield strength. Decreasing carbon content is beneficial to the performance of cartwheel.

Several failed dies were analyzed and the results were used to evaluate fatigue damage models that have been developed to predict die life and aid in design and process optimization. The dies used in the investigation were made of H13 steels and fractured during the hot extrusion of Al-6063 billet material. They were examined to identify critical fatigue failure locations, determine corresponding stresses and strains, and uncover correlations with process parameters, design features, and life cycle data. The fatigue damage models are based on Morrow’s stress and strain-life models for flat extrusion die and account for bearing length, fillet radius, temperature, and strain rate. They were shown to provide useful information for the analysis and prevention of die failures.

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.

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.

The failure of a high speed steel twist drill which caused injury to the user was investigated thoroughly to settle a legal suit. The drill was being used to remove a stud that broke in the vertical wall of a metalworking machine (upsetter) after drilling a pilot hole. The drill had shattered suddenly with a bang which caused a chip to be dislodged and cause the injury. A large nonmetallic inclusion parallel to the axis near the center of the drill was revealed in an unetched longitudinal section. Carbide bands in a martensitic matrix were indicated in an etched sample. It was concluded by the plaintiff's metallurgist that the failed drill was defective as the steel contained nonmetallic inclusions and carbide segregation which made it brittle. It was revealed by the defendant that the twist drill met all specifications of M1 high-speed steel and investigated several other drills without failure to prove that the failure was caused by use in excessive conditions. It was revealed by examination that the point of the broken drill was not the original point put on at manufacture but came from regrinding. Both technical and legal details have been discussed.

Corrosive wear is defined as surface damage caused by wear in a corrosive environment, involving combined attacks from wear and corrosion. This article begins with a discussion on several typical forms of corrosive wear encountered in industry, followed by a discussion on mechanisms for corrosive wear. Next, the article explains testing methods and characterization of corrosive wear. Various factors that influence corrosive wear are then covered. The article concludes with general guidelines for material selection against corrosive wear.

Erosion of a solid surface can be brought about by liquid droplet impingement (LDI), which is defined as "progressive loss of original material from a solid surface due to continued exposure to erosion by liquid droplets." In this article, the emphasis is placed on the damage mechanism of LDI erosion under the influence of a liquid film and surface roughness and on the prediction of LDI erosion. The fundamentals of LDI and processes involved in initiation of erosion are also discussed.

The failure of T12 reheater tubes that had been in service for only 3000 h was investigated. The thickness of the tubes was visibly reduced by heavy oxidation corrosion on the inner and outer walls. The original pearlite substrate completely decomposed. Uniform oxide scale observed on the inner wall showed obvious vapor oxidation corrosion characteristics. Corrosion originated in the grain boundary, and selective oxidation occurred due to ion diffusion in the substrate. The layered oxide scale on the inner wall is related to the different diffusion rates for different cations. Exposure to high temperature corrosive flux accelerated the corrosion on the outer wall. Microstructure degradation and the corrosion characteristics observed indicate that the tubes failed primarily because of overheating, which is confirmed by calculations.

The first part of this article focuses on two major forms of machining-related failures, namely machining workpiece (in-process) failures and machined part (in-service) failures. Discussion centers on machining conditions and metallurgical factors contributing to (in-process) workpiece failures, and undesired surface layers and metallurgical factors contributing to (in-service) machined part failures. The second part of the article discusses the effects of microstructure on machining failures and their preventive measures.

The genesis of failure of 6.1 mm thick electric resistance welded API 5L X-46 pipes during pretesting at a pressure equivalent to 90% of specified minimum yield strength was investigated. Cracks were found to initiate on the outer surface of the pipes in the fusion zone and propagate along the through-thickness direction. The presence of extensive decarburization and formation of a soft ferrite band within the fusion zone may have contributed to the nucleation of the cracks. Crack propagation was aided by the presence of exogenous inclusions entrapped within the fusion zone. Analysis of these inclusions confirmed the presence of Fe, Si, Ca, and O, indicating slag entrapment to be the most probable culprit.

This article reviews the general characteristics of fretting wear in mechanical components with an emphasis on steel. It focuses on the effects of physical variables and the environment on fretting wear. The variables include the amplitude of slip, normal load, frequency of vibration, type of contact and vibration, impact fretting, surface finish, and residual stresses. The form, composition, and role of the debris are briefly discussed. The article also describes the measurement, mechanism, and prevention of fretting wear. It concludes with several examples of failures related to fretting wear.

An investigation was conducted to better understand the time-dependent degradation of thermal barrier coated superalloy components in gas turbines. First-stage vanes are normally subjected to the highest gas velocities and temperatures during operation, and were thus the focus of the study. The samples that were analyzed had been operating at 1350 °C in a gas turbine at a combined-cycle generating plant. They were regenerated once, then used for different lengths of time. The investigation included chemical analysis, scanning electron microscopy, SEM/energy dispersive spectroscopy, and x-ray diffraction. It was shown that degradation is driven by chemical and mechanical differences, oxide growth, depletion, and recrystallization, the combined effect of which results in exfoliation, spallation, and mechanical thinning.

Pinhole defects were found in a main combustion chamber made from NARloy-Z after an unexpectedly short time in service. Analysis indicated that the throat section of the liner had been exposed to very severe environmental conditions of high temperature and high oxygen content, which caused ductility loss and grain-boundary separation. The excessive oxygen content in the liner was attributed to diffusion from an oxygen-rich environment that had resulted from nonuniform mixing of propellants. The internal oxygen embrittled the alloy and reduced its thermal conductivity, which resulted in a higher hot-gas wall temperature and associated degradation of mechanical properties.

The crosslinked epoxy resin encapsulant protecting an electromagnetic valve coil failed during long-term storage and was examined to determine the cause. The investigation included fault-tree analysis, FTIR and EDX spectroscopy, and differential scanning calorimetry with thermogravimetric analysis. Based on test data, the epoxy resin had not been properly cured and was hydrolyzed in its compromised state because of humidity. Hence, the depolymerized material gradually softened to the point where the effect of creep caused it to flow, ultimately causing the failure.

A fire in a storage yard engulfed several propane delivery trucks, causing one of them to explode. A series of elevated-temperature stress-rupture tears developed along the top of the truck-mounted tank as it was heated by the fire. Unstable fracture then occurred suddenly along the length of the tank and around both end caps, following the girth welds that connect them to the center portion of the tank. The remaining contents of the tank were suddenly released, aerosolized, and combusted, creating a powerful boiling liquid expanding vapor explosion (BLEVE). Based on the metallography of the tank pieces, the approximate tank temperature at the onset of explosion was determined. Metallurgical analysis provided additional insights as well as a framework for making tanks less susceptible to this destructive failure mechanism.

High-temperature corrosion can occur in numerous environments and is affected by various parameters such as temperature, alloy and protective coating compositions, stress, time, and gas composition. This article discusses the primary mechanisms of high-temperature corrosion, namely oxidation, carburization, metal dusting, nitridation, carbonitridation, sulfidation, and chloridation. Several other potential degradation processes, namely hot corrosion, hydrogen interactions, molten salts, aging, molten sand, erosion-corrosion, and environmental cracking, are discussed under boiler tube failures, molten salts for energy storage, and degradation and failures in gas turbines. The article describes the effects of environment on aero gas turbine engines and provides an overview of aging, diffusion, and interdiffusion phenomena. It also discusses the processes involved in high-temperature coatings that improve performance of superalloy.