Several torsion bars had failed in a projectile weaving machine and were analyzed to determine the cause. Specimens prepared from the damaged components were subjected to visual inspection, hardness testing, chemical analysis, and metallurgical evaluations. The failed torsion bars had been fabricated from spring steel which, according to stress calculations, did not have sufficient torsional strength. Examination of the damaged parts confirmed the finding, revealing that all fractures started at a shoulder radius in an area of high stress concentration. Based on the investigation, the shoulder radius should be increased to alleviate stress and the working torsion angle of the bar should be decreased to improve safety factors.

During the installation of power transmission lines across a major interstate highway, a temporary anchor stabilizing one of the poles failed, resulting in the loss of the pole and the associated power lines. It also contributed to a single vehicle incident on the adjacent roadway. Post-failure analysis revealed that the fracture was precipitated by a preexisting weld-related crack. Closed form and numerical stress analyses were also conducted, with the results indicating that the anchor was installed properly within the parameters intended by the manufacturer.

Two shafts that transmit power from the engine to the propeller of a container ship failed after a short time in service. The shafts usually have a 25 year lifetime, but the two in question failed after only a few years. One of the shafts, which carries power from a gearbox to the propeller, is made of low alloy steel. The other shaft, part of a clutch mechanism that regulates the transmission of power from the engine to the gears, is made of carbon steel. Fracture surface examination of the gear shaft revealed circumferential ratchet marks with the presence of inward progressive beach marks, suggesting rotary-bending fatigue. The fracture surfaces on the clutch shaft exhibited a star-shaped pattern, suggesting that the failure was due to torsional overload which may have initiated at corrosion pits discovered during the examination. Based on the observations, it was concluded that rotational bending stresses caused the gear shaft to fail due to insufficient fatigue strength. This led to the torsional failure of the corroded clutch shaft, which was subjected to a sudden, high level load when the shaft connecting the gearbox to the propeller failed.

An ASTM A193-83a grade B7 (AISI 4140) steel turbine impeller shaft fractured after 2 months of service. Failure had initiated at three separate points around the periphery of the shaft, each associated with one of three keyways. SEM fractography, metallography, and chemical analysis indicated that the mechanism of fracture initiation was torsional fatigue. Intermittent deceleration and acceleration resulting from power surges during operation of the turbine caused torsional vibration and was considered the most probable source of the required cyclic stress. Final failure took place by torsional shear.

One of six cables on a passenger elevator was found fractured during a routine inspection. The cable is made of 16-mm steel wire rope designated 8 x 19 G Preformed Extra High Strength Special Traction Elevator Cable with fiber core. Samples of wire from the cable revealed two types of fractures: flat-type fractures were observed in 1.2 and 1 mm diam wires and cup-and-cone fractures were observed in 0.6 mm diam wires. A nick observed in the side of one of the larger wires was found to be rusted. Beach marks radiating inward, indicative of fatigue cracking, were also revealed. The smaller wires were found to be slightly oxidized and behaved in a ductile manner under excessive loads before ultimate failure. Flat-type fractures were believed to have resulted from cyclic torsional stresses along with longitudinal cracking. Restriction of free movement of the socket-end in the shackle was found to have promoted fracture due to increased magnitude of stresses. Mechanical damage to surfaces of wires was concluded to be sufficient to cause fatigue cracking under the stresses encountered in service.

A 4340 steel shaft, the driving member of a large rotor subject to cyclic loading and frequent overloads, broke after three weeks of operation. The driving shaft contained a shear groove at which the shaft should break if a sudden high overload occurred, thus preventing damage to an expensive gear mechanism. The rotor was subjected to severe chatter, which was an abnormal condition resulting from a series of continuous small overloads occurring at a frequency of around three per second. Investigation (visual inspection, hardness testing, and hot acid etch images) supported the conclusion that the basic failure mechanism was fracture by torsional fatigue, which started at numerous surface shear cracks, both longitudinal and transverse, that developed in the periphery of the root of the shear groove. These shear cracks resulted from high peak loads caused by chatter. The shear groove in the shaft had performed its function, but at a lower overload level than intended. Recommendations included increasing the fatigue strength of the shaft by shot peening the shear groove to minimize chatter.

A crankshaft was overloaded on a test stand and suffered an incipient crack in the crank pin. The crack run generally parallel to the longitudinal axis and branched off at the entrance into the two fillets at the transition to the crank arm. It consisted of many small cracks, all of which propagated at an angle of approximately 45 deg to the longitudinal axis, and therefore were caused by torsion stresses. Neither macroscopic nor microscopic examination determined any material or processing faults. Experience has shown that torsion vibration fractures of this kind usually appear in comparatively short journal pins at high stresses. This crankshaft fracture was an example of the damage that is caused or promoted neither by material nor heat treatment mistakes nor by defects of design or machining, but solely by overstressing.

In a shaft subjected to reversed torsional stresses, failure resulted from the gradual development of fatigue cracks from opposite sides of the shaft. These broke out from origins located adjacent to the fillets at the start of the square section. The remaining uncracked material which fractured at the time of the mishap was in the form of a narrow strip, situated slightly to one side of the center of the shaft. The material was a mild steel in the normalized or annealed condition, having a carbon content of approximately 0.3%. The cracking was characteristic of that resulting from torsional fatigue. Because it occurred on two different planes at 45 deg to the axis of the shaft it was due to reversals of torsional stress rather than fluctuations of unidirectional torque. Following this failure, the shafts of six other similar cranes were tested ultrasonically. Cracks to varying degree were found in all the shafts. Timely replacement was possible and the likelihood of serious accidents removed.

The fracture cause had to be determined in a three-cylinder crankshaft made of chrome steel 34Cr4 (Material No. 1.7033) according to DIN 17200. The fracture occurred after only 150 h of operation. The fracture was of the bend fatigue type which originated in the fillet of the main bearing and ran across the jaw almost to the opposite fillet of the adjoining connecting rod bearing. The fillet was well rounded and smoothly machined. Thus, no reason for the fracture of the crankshaft could be found externally. No material defects were discernible in the origin or anywhere else. No cause for the crank fracture could be established from material testing. Probably the load was too high for the strength of the crank. Tensile strength could have been increased for the same material by tempering at lower temperature. Additionally, the resistance against high bend fatigue stresses or torsion fatigue stresses could have been increased substantially by including the fillet in the case hardening process.

This paper presents a failure analysis of a reverse shaft in the transmission system of an all-terrain vehicle (ATV). The reverse shaft with splines fractured into two pieces during operation. Visual examination of the fractured surface clearly showed cracks initiated from the roots of spline teeth. To find out the cause of fracture of the shaft, a finite element analysis was carried out to predict the stress state of the shaft under steady loading and shock loading, respectively. The steady loading was produced under normal operation, while the shock loading could be generated by an abrupt change of operation such as start-up or sudden braking during working. Results of stress analysis reveal that the highest stressed area coincided with the fractured regions of the failed shaft. The maximum stress predicted under shock loading exceeded the yield strength and was believed to be the stimulant for crack initiation and propagation at this weak region. The failure analysis thus showed that the premature fatigue fracture of the shaft was caused by abnormal operation. Finally, some suggestions to enhance service durability of the transmission system of ATV are discussed.

A valve spring made of 4.1 mm diam wire, designed to withstand 10,000,000 stress cycles, fractured after only 2,000,000 cycles. The surface displayed impressions which indicated it had been treated by shot blasting. The spring has broken in two places. Fracture 1 was a torsional fatigue fracture which has started from a lobe-like surface defect and not, as is usual, from a point on the most highly stressed inner surface. Fracture 2, on the other hand, was a bending fatigue fracture with a starting point on both the inner and the outer surface of the spiral. The objective of the shot blasting, to put the surface into a state of even compressive internal stress, which must first be overcome during subsequent bending and torsional loading before the boundary zone comes under tensile stress, was therefore not realized in this case. On the contrary, the shot blasting led to a state of internal stress which favored fracture of the spring.

During testing of compressors under start/stop conditions, several helical suspension springs failed. The ensuing failure investigation showed that the springs failed due to fatigue. The analysis showed that during start/stop testing the springs would undergo both a lateral and axial deflection, greatly increasing the torsional stresses on the spring. To understand the fatigue limits under these test conditions, a bench test was used to establish the fatigue strength of the springs. The bench tests showed that the failed springs had an unacceptable surface texture that reduced the fatigue life. Based on an understanding of the compressor motion, a Monte Carlo model was developed based on a linear damage theory to predict the fatigue life of the springs during start/stop conditions. The results of this model were compared to actual test data. The model showed that the design was marginal even for springs with acceptable surface texture. The model was then used to predict the fatigue life requirements on the bench test such that the reliability goals for the start/stop testing would be met, thus reducing the risk in qualifying the compressor.

An intermediate shaft (3 in. diam), part of a camshaft drive on a large diesel engine, broke after two weeks of service. Failure occurred at the end of the taper portion adjacent to the screwed thread. The irregular saw-tooth form of fracture was characteristic of failure from torsional fatigue. A second shaft carried as spare gear was fitted and failure took place in a similar manner in about the same period of time. Examination revealed that the tapered portion of the Fe-0.6C carbon steel shaft had been built up by welding prior to final machining. A detailed check by the engine-builder established that the manufacture of these two shafts had been subcontracted. It was ascertained that the taper portions had been machined to an incorrect angle and then subsequently built-up and remachined to the correct taper. The reduction in fatigue endurance following welding was due to heat-affected zone cracking, residual stresses, the lower fatigue strength of the weld deposited metal, and weld defects.

Drive cables from a rubber processing machine were failing in less than 8 h of operation, the expected service life being much greater than 100 h. Comparison cables were tested to failure under known stress conditions, including tensile overload, torsional loading, reversed bending alternating stress, and buckling (compressive) cyclic loading. The mode of failure was found to be reversed bending fatigue caused by drive cables moving over guide pulleys of small radii. Modifications of the machinery and drive cable system were suggested.

Fatigue failures may occur in components subjected to fluctuating (time-dependent) loading as a result of progressive localized permanent damage described by the stages of crack initiation, cyclic crack propagation, and subsequent final fracture after a given number of load fluctuations. This article begins with an overview of fatigue properties and design life. This is followed by a description of the two approaches to fatigue, namely infinite-life criterion and finite-life criterion, along with information on damage tolerance criterion. The article then discusses the characteristics of fatigue fractures followed by a discussion on the effects of loading and stress distribution, and material condition on the microstructure of the material. In addition, general prevention and characteristics of corrosion fatigue, contact fatigue, and thermal fatigue are also presented.

Life testing of cyclic loaded, miniature extension springs made of 17-7 PH stainless steel wire and AISI 302 Condition B stainless steel wire has shown end hook configuration to be a major source of weakness. To avoid cracking and subsequent fatigue failure, it was found that stress concentration depended on end hook bend sharpness. Also, interference fits are to be avoided in the end hooks of small springs. Additionally, a need for careful consideration of the stress-corrosion properties of candidate materials for spring applications has been demonstrated by stress-corrosion test results for 17-7 PH CH900 and for Custom 455 CH850 stainless steels. Laboratory testing of these two materials in the form of compression springs confirmed the superiority of the 17-7 PH over Custom 455.