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 bracket which formed part of the carrier of a chain conveyor system used to transport components through a continuous oven fractured. A brittle crack originated on the inside of the right-angled bend, the surface having oxidized subsequently. The remaining portion of the fracture resulted from fatigue. Shallow oxidized regions adjacent to the inside surface of the bend indicated pre-existing cracks. A sulphur print on the edge of the bracket showed the material was rolled from a rimming steel ingot. The general appearance of the fracture, and the fact failure took place where embrittlement had developed following plastic straining and service at a temperature of 260 deg C (500 deg F) suggested that failure resulted from strain-age embrittlement.

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.

The impeller of a 4 ft. diam extraction fan driven by a 120 hp motor at 1,480 rpm. disrupted suddenly. The majority of the vanes had become detached where they were welded to the plates. At other locations, separation of the vanes was accompanied by tearing of the adjacent plate, failure being initiated at the weld fillets of the inner end of the vanes. An unusual feature was that the blades disclosed regions having a pronounced striated and stepped appearance. The etched microstructure was typical of a low carbon rolled plate having the usual banded appearance. A cross section through the fillet welds and zone showed lamellar tearing, which confirmed that failure had occurred in weld metal adjacent to the fusion face of the fillet to the vane. Results of the investigation indicated that the primary cause of failure of the impeller was the development of fatigue cracks from the unwelded roots of the fillet welds, by which the vanes were attached to the supporting plates. The impeller would have shown increased resistance to fatigue crack initiation if the T joint between the vanes and plates had been of the full penetration type.

A felt guide roll fractured in-service on a paper manufacturing machine, damaging the belt as well as multiple dryer rolls, nearby felt guide rolls, and the frame of the machine. The investigation included visual and stereoscopic examination, chemical and microstructural analysis, microhardness and tensile testing, stress calculations, and vibration measurements. Based on the results, the roll fracture was attributed to high-cycle fatigue associated with a plug weld over one of the five threaded fasteners added to secure a balance weight inside the roll. The balance weight was installed to compensate for variations in wall thickness (i.e., weight distribution) of the pipe product used to make the roll. According to the investigation, resonance and vibration, which were initially considered, did not cause the failure.

Gears can fail in many different ways, and except for an increase in noise level and vibration, there is often no indication of difficulty until total failure occurs. This article reviews the major types of gears and the basic principles of gear-tooth contact. It discusses the loading conditions and stresses that effect gear strength and durability. The article provides information on different gear materials, the common types and causes of gear failures, and the procedures employed to analyze them. Finally, it presents a chosen few examples to illustrate a systematic approach to the failure examination.

Several teeth of a bevel pinion which was part of a drive unit in an edging mill failed after three months in service. Specifications required that the pinion be made from a 2317 steel forging and that the teeth be carburized and hardened to a case hardness of 56 HRC and a core hardness of 250 HRB. Two teeth were revealed by visual examination to have broken at the root and fatigue marks extending across almost the entire tooth were exhibited by the surface of the fracture. Cracking in all the tooth was showed by magnetic-particle inspection. The pinion was concluded to have failed by tooth-bending fatigue. Spalling was also noted on the pressure (drive) side of each tooth at the toe end which indicated some mechanical misalignment of the pinion with the mating gear that caused the cyclic shock load to be applied to the toe ends of the teeth.

A T-bolt was part of the coupling for a bleed air duct of a jet engine on a transport plane. Specifications required that the 4.8 mm diam component be made of AISI type 431 stainless steel and heat treated to 44 HRC. The operating temperature of the duct is 425 to 540 deg C (800 to 1000 deg F), but that of the bolt is lower. The T-bolt broke after three years of service. The expected service life was equal to that of the aircraft. It was found that the bolt broke as a result of SCC. Thermal stresses were induced into the bolt by intermittent operation of the jet engine. Mechanical stresses were induced by tightening of the clamp around the duct, which in effect acted to straighten the bolt. The action of these stresses on the carbides that precipitated in the grain boundaries resulted in fracture of the bolt. Due to the operating temperatures of the duct near the bolt, the material was changed to A-286, which is less susceptible to carbide precipitation. The bolt is strengthened by shot peening and rolling the threads after heat treatment. Avoiding temperatures in the sensitizing range is desirable, but difficult to ensure because of the application.

Locked coil wire ropes, by virtue of their unique design and construction, have specialized applications in aerial ropeways, mine hoist installations, suspension bridge cables, and so forth. In such specialty ropes, the outer layer is constructed of Z-profile wires that provide not only effective interlocking but also a continuous working surface for withstanding in-service wear. The compact construction and fill-factor of locked coil wire ropes make them relatively impervious to the ingress of moisture and render them less vulnerable to corrosion. However, such ropes are comparatively more rigid than conventional wire ropes with fiber cores and therefore are more susceptible to the adverse effects of bending stresses. The reasons for premature in-service wire rope failures are rather complex but frequently may be attributed to inappropriate wire quality and/or abusive operating environment. In either case, a systematic investigation to diagnose precisely the genesis of failure is desirable. This article provides a microstructural insight into the causes of wire breakages on the outer layer of a 40 mm diam locked coil wire rope during service. The study reveals that the breakages of Z-profile wires on the outer rope layer were abrasion induced and accentuated by arrays of fine transverse cracks that developed on a surface martensite layer.

Two cases of failure of centrifuge baskets were investigated. The first involved a centrifuge running at approximately 1000 rpm. The basket was constructed from a perforated sheet of stainless steel rolled into a cylinder and joined by a single vee longitudinal weld. Detailed examination showed the weld had not completely penetrated the full depth of the section. The fracture faces showed a gradually progressing fatigue crack developing from a notch, formed by the lack of penetration, at the root of the weld. Microscopic examination of the parent plate showed it was a typical titanium stabilized austenitic steel. It is probable that had the basket been subjected to a periodic inspection by a competent person, this failure would not have occurred. The second case concerned a continuous duty centrifuge operating at 2200 rpm. Fracture had occurred at the circumferential weld attaching the stainless steel skirt to the basket rim and also in the region of the vertical weld which was made when the skirt was formed into a cone. Stress-corrosion cracking of the skirt material, which contained residual stresses due to cold-rolling, had been caused by the presence of sodium chloride.

An investigation was conducted to determine why 16 out of 139 pipe bends cracked during hot induction bending. The pipe conformed to API 5L X65 PSL2 line pipe standards and measured 1016 mm (40 in.) in diam with a wall thickness of 18.5 mm. A metallurgical cross section was removed along a crack on the extrados to document the crack morphology using optical microscopy. In addition to cracking, golden-yellow streaks were visible at the extrados, and the composition was examined using scanning electron microscopy with energy dispersive spectroscopy. Based on the results, investigators concluded the pipe was contaminated with copper at the mill were it was produced.

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 focuses on the mechanisms and common causes of failure of metal components in lifting equipment in the following three categories: cranes and bridges, particularly those for outdoor and other low-temperature service; attachments used for direct lifting, such as hooks, chains, wire rope, slings, beams, bales, and trunnions; and built-in members such as shafts, gears, and drums.

Cam crack failures are a common occurrence in cam-follower systems often caused by excessive loading or inappropriate operating conditions. An investigation into such a failure was conducted to assess the effect of cam crack damage on the dynamic behavior of cam-follower systems. It was shown both theoretically and experimentally that a cracked cam causes an overall reduction in stiffness. To further probe the effect, investigators derived an analytical formula expressing the time varying stiffness of a cam-follower system. They also succeeded in quantifying the relationship between crack size and stiffness, showing that cracks have an amplitude modulating effect.

A large diameter steel pipe reinforced by stiffening rings with saddle supports was subjected to thermal cycling as the system was started up, operated, and shut down. The pipe functioned as an emission control exhaust duct from a furnace and was designed originally using lengths of rolled and welded COR-TEN steel plate butt welded together on site. The pipe sustained local buckling and cracking, then fractured during the first five months of operation. Failure was due to low cycle fatigue and fast fracture caused by differential thermal expansion stresses. Thermal lag between the stiffening rings welded to the outside of the pipe and the pipe wall itself resulted in large radial and axial thermal stresses at the welds. Redundant tied down saddle supports in each segment of pipe between expansion joints restrained pipe arching due to circumferential temperature variations, producing large axial thermal bending stresses. Thermal cycling of the system initiated fatigue cracks at the stiffener rings. When the critical crack size was reached, fast fracture occurred. The system was redesigned by eliminating the redundant restraints and by modifying the stiffener rings to permit free radial thermal breathing of the pipe.

A recurring piston shaft failure problem on the billet-loading tray of an extrusion press was investigated. Two shafts fractured within a period of 10 days. The shaft was machined from normalized EN3 (AISI C1022) steel stock without further treatment. Visual, microstructural, chemical, and mechanical (hardness and tensile properties) analyses of failed shaft specimens were conducted. The examinations showed that the shafts had failed by fatigue. It was recommended that a low-alloy steel (e.g., 3% Ni-Cr) in the hardened and tempered condition and subjected to shot-peening surface-hardening treatment be used. The provision of a stop to reduce bending stresses was also recommended.

SAE grade 5 U-bolts were used to fasten auxiliary dual wheels to the axles on a farm tractor. Under typical farm usage, the bolts are expected to have infinite life. However, several U-bolts made of 29 mm diam rod broke after less than 100 h of service. The bolt legs in which the failures occurred were all in the same position relative to the direction of wheel rotation. Visual examination showed the break was a fairly flat transverse fracture in the threaded section between the washer and the nut. The appearance of the fracture surfaces was characteristic of failure by low-cycle fatigue, with a smooth matte fatigue failure region showing beach marks and generally extending over about 40 to 60% of the fracture surface, which indicated severe overload. The point of initiation of fatigue was at the root of the last thread at the edge of the nut on the side toward this washer. The U-bolts fractured in fatigue because the bolt material had poor hardenability relative to the diam of the bolts. The bolt material was changed from 1045 steel to 1527 steel, a warm-finished low-alloy steel. The diameter of the bolts was reduced to 27.2 mm and the threads were rolled rather than cut.

This article discusses failures in shafts such as connecting rods, which translate rotary motion to linear motion, and in piston rods, which translate the action of fluid power to linear motion. It describes the process of examining a failed shaft to guide the direction of failure investigation and corrective action. Fatigue failures in shafts, such as bending fatigue, torsional fatigue, contact fatigue, and axial fatigue, are reviewed. The article provides information on the brittle fracture, ductile fracture, distortion, and corrosion of shafts. Abrasive wear and adhesive wear of metal parts are also discussed. The article concludes with a discussion on the influence of metallurgical factors and fabrication practices on the fatigue properties of materials, as well as the effects of surface coatings.

During a refit of a twenty-year-old Naval destroyer, two cracks were found on the inside of the killed carbon-manganese steel hull plate at the forward end of the boiler room. The cracks coincided with the location of the top and bottom plates of the bilge keel. Metallurgical examination of sections cut from the cracked area identified lamellar tearing as the principle cause of the cracking. This was surprising in 6 mm thick hull plates. Corrosion fatigue and general corrosion also contributed to hull plate perforation. Although it is probable that more lamellar tears exist near the bilge keel in other ships and may be a nuisance in the future, the hull integrity of the ships is not threatened and major repairs are not needed.

A bolt breaks along a change in cross section well below its rated capacity. An anchoring screw spins freely in place, having snapped at its first supporting thread. A motor unexpectedly disengages its load, its driveshaft having fractured near a keyway. Such failures – involving axles, leaf springs, engine rods, wing struts, bearings, gears, and more – can occur, seemingly without cause, due to vibrational fracture. Vibrational fractures begin as cracks that form under cyclic loading at nominal stresses which may be considerably lower than the yield point of the material. The fracture is proceeded by local gliding and the development of cracks along lattice planes favorably orientated with respect to the principal stress. This non-reversible process is often misleadingly called “fatigue” and presents significant challenges to engineering teams that ill-advisedly take to searching for material faults. Several examples of notch-induced vibrational fractures are presented along with guidelines for investigating their cause.