Materials selection is closely related to the objectives of failure analysis and prevention. This article briefly reviews the general aspects of materials selection as a concern in both proactive failure prevention during design and as a possible root cause of failed parts. Coverage is more conceptual, with general discussions on the following topics: design and failure prevention, materials selection in design, materials selection for failure prevention, and materials selection and failure analysis. Because materials selection is just one part of the design process, the overall concept of design is discussed. The article also describes the role of the materials engineer in the design and materials selection process. It provides information on the significance of materials selection in both the prevention and analysis of failures.

A detailed fracture mechanics evaluation is the most accurate and reliable prediction of process equipment susceptibility to brittle fracture. This article provides an overview and discussion on brittle fracture. The discussion covers the reasons to evaluate brittle fracture, provides a brief summary of historical failures that were found to be a result of brittle fracture, and describes key components that drive susceptibility to a brittle fracture failure, namely stress, material toughness, and cracklike defect. It also presents industry codes and standards that assess susceptibility to brittle fracture. Additionally, a series of case study examples are presented that demonstrate assessment procedures used to mitigate the risk of brittle fracture in process equipment.

The intent of this article is to assist the failure analyst in understanding the underlying engineering design process embodied in a failed component or system. It begins with a description of the mode of failure. This is followed by a section providing information on the root cause of failure. Next, the article discusses the steps involved in the engineering design process and explains the importance of considering the engineering design process. Information on failure modes and effects analysis is also provided. The article ends with a discussion on the consequence of management actions on failures.

Reliability-centered maintenance (RCM) is a systematic methodology for preventing failures. This article begins by discussing the history of RCM and uses Society of Automotive Engineers (SAE) all-industry standard JA1011 as its model to describe the key characteristics of an RCM process. It then expands on questions involved in RCM process, offering definitions when necessary. Next, the article describes the approach of RCM to failure modes and effects analysis (FMEA), the failure management policies available under RCM, and the criteria of RCM for deciding when a specific failure management policy is technically feasible. Then, after discussing the ways that RCM classifies failure effects in terms of consequences, it describes how RCM uses failure consequences to identify the best failure management policy for each failure mode. Next, the building blocks of RCM are put together to create a failure management program. The article ends with a discussion on some practical issues pertaining to RCM that lie outside the scope of SAE JA1011.

Life assessment of structural components is used to avoid catastrophic failures and to maintain safe and reliable functioning of equipment. The failure investigator's input is essential for the meaningful life assessment of structural components. This article provides an overview of the structural design process, the failure analysis process, the failure investigator's role, and how failure analysis of structural components integrates into the determination of remaining life, fitness-for-service, and other life assessment concerns. The topics discussed include industry perspectives on failure and life assessment of components, structural design philosophies, the role of the failure analyst in life assessment, and the role of nondestructive inspection. They also cover fatigue life assessment, elevated-temperature life assessment, fitness-for-service life assessment, brittle fracture assessments, corrosion assessments, and blast, fire, and heat damage assessments.

This article provides an outline of the issues to consider in performing a probabilistic life assessment. It begins with an historical background and introduces the most common methods. The article then describes those methods covering subjects such as the required random variable definitions, how uncertainty is quantified, and input for the associated random variables, as well as the characterization of the response uncertainty. Next, it focuses on specific and generic uncertainty propagation techniques: first- and second-order reliability methods, the response surface method, and the most frequently used simulation methods, standard Monte Carlo sampling, Latin hypercube sampling, and discrete probability distribution sampling. Further, the article discusses methods developed to analyze the results of probabilistic methods and covers the use of epistemic and aleatory sampling as well as several statistical techniques. Finally, it illustrates some of the techniques with application problems for which probabilistic analysis is an essential element.

This article offers an overview of fatigue fundamentals, common fatigue terminology, and examples of damage morphology. It presents a summary of relevant engineering mechanics, cyclic plasticity principles, and perspective on the modern design by analysis (DBA) techniques. The article reviews fatigue assessment methods incorporated in international design and post construction codes and standards, with special emphasis on evaluating welds. Specifically, the stress-life approach, the strain-life approach, and the fracture mechanics (crack growth) approach are described. An overview of high-cycle welded fatigue methods, cycle-counting techniques, and a discussion on ratcheting are also offered. A historical synopsis of fatigue technology advancements and commentary on component design and fabrication strategies to mitigate fatigue damage and improve damage tolerance are provided. Finally, the article presents practical fatigue assessment case studies of in-service equipment (pressure vessels) that employ DBA methods.

This article illustrates the use of the American Petroleum Institute (API) 579-1/ASME FFS-1 fitness-for-service (FFS) code (2020) to assess the serviceability and remaining life of a corroded flare knockout drum from an oil refinery, two fractionator columns affected by corrosion under insulation in an organic sulfur environment, and an equalization tank with localized corrosion in the shell courses in a chemicals facility. In the first two cases, remaining life is assessed by determining the minimum thickness required to operate the corroded equipment. The first is based on a Level 2 FFS assessment, while the second involves a Level 3 assessment. The last case involves several FFS assessments to evaluate localized corrosion in which remaining life was assessed by determining the minimum required thickness using the concept of remaining strength factor for groove-like damage and evaluating crack-like flaws using the failure assessment diagram. Need for caution in predicting remaining life due to corrosion is also covered.

Sheet forming failures divert resources from normal business activities and have significant bottom-line impact. This article focuses on the formation, causes, and limitations of four primary categories of sheet forming failures, namely necks, fractures/splits/cracks, wrinkles/loose metal, and springback/dimensional. It discusses the processes involved in analytical tools that aid in characterizing the state of a formed part. In addition, information on draw panel analysis and troubleshooting of sheet forming failures is also provided.

This article addresses the effects of damage to equipment and structures due to explosions (blast), fire, and heat as well as the methodologies that are used by investigating teams to assess the damage and remaining life of the equipment. It discusses the steps involved in preliminary data collection and preparation. Before discussing the identification, evaluation, and use of explosion damage indicators, the article describes some of the more common events that are considered in incident investigations. The range of scenarios that can occur during explosions and the characteristics of each are also covered. In addition, the article primarily discusses level 1 and level 2 of fire and heat damage assessment and provides information on level 3 assessment.

This article provides some new developments in elevated-temperature and life assessments. It is aimed at providing an overview of the damage mechanisms of concern, with a focus on creep, and the methodologies for design and in-service assessment of components operating at elevated temperatures. The article describes the stages of the creep curve, discusses processes involved in the extrapolation of creep data, and summarizes notable creep constitutive models and continuum damage mechanics models. It demonstrates the effects of stress relaxation and redistribution on the remaining life and discusses the Monkman-Grant relationship and multiaxiality. The article further provides information on high-temperature metallurgical changes and high-temperature hydrogen attack and the steps involved in the remaining-life prediction of high-temperature components. It presents case studies on heater tube creep testing and remaining-life assessment, and pressure vessel time-dependent stress analysis showing the effect of stress relaxation at hot spots.

This article provides an overview of metal additive manufacturing (AM) processes and describes sources of failures in metal AM parts. It focuses on metal AM product failures and potential solutions related to design considerations, metallurgical characteristics, production considerations, and quality assurance. The emphasis is on the design and metallurgical aspects for the two main types of metal AM processes: powder-bed fusion (PBF) and directed-energy deposition (DED). The article also describes the processes involved in binder jet sintering, provides information on the design and fabrication sources of failure, addresses the key factors in production and quality control, and explains failure analysis of AM parts.

This article describes some of the welding discontinuities and flaws characterized by nondestructive examinations. It focuses on nondestructive inspection methods used in the welding industry. The sources of weld discontinuities and defects as they relate to service failures or rejection in new construction inspection are also discussed. The article discusses the types of base metal cracks and metallurgical weld cracking. The article discusses the processes involved in the analysis of in-service weld failures. It briefly reviews the general types of process-related discontinuities of arc welds. Mechanical and environmental failure origins related to other types of welding processes are also described. The article explains the cause and effects of process-related discontinuities including weld porosity, inclusions, incomplete fusion, and incomplete penetration. Different fitness-for-service assessment methodologies for calculating allowable or critical flaw sizes are also discussed.

This article introduces some of the general sources of heat treating problems with particular emphasis on problems caused by the actual heat treating process and the significant thermal and transformation stresses within a heat treated part. It addresses the design and material factors that cause a part to fail during heat treatment. The article discusses the problems associated with heating and furnaces, quenching media, quenching stresses, hardenability, tempering, carburizing, carbonitriding, and nitriding as well as potential stainless steel problems and problems associated with nonferrous heat treatments. The processes involved in cold working of certain ferrous and nonferrous alloys are also covered.

Due to the recent requirement of higher integration density, solder joints are getting smaller in electronic product assemblies, which makes the joints more vulnerable to failure. Thus, the root-cause failure analysis for the solder joints becomes important to prevent failure at the assembly level. This article covers the properties of solder alloys and the corresponding intermetallic compounds. It includes the dominant failure modes introduced during the solder joint manufacturing process and in field-use applications. The corresponding failure mechanism and root-cause analysis are also presented. The article introduces several frequently used methods for solder joint failure detection, prevention, and isolation (identification for the failed location).

The various methods of furnace, torch, induction, resistance, dip, and laser brazing are used to produce a wide range of highly reliable brazed assemblies. However, imperfections that can lead to braze failure may result if proper attention is not paid to the physical properties of the material, joint design, prebraze cleaning, brazing procedures, postbraze cleaning, and quality control. Factors that must be considered include brazeability of the base metals; joint design and fit-up; filler-metal selection; prebraze cleaning; brazing temperature, time, atmosphere, or flux; conditions of the faying surfaces; postbraze cleaning; and service conditions. This article focuses on the advantages, limitations, sources of failure, and anomalies resulting from the brazing process. It discusses the processes involved in the testing and inspection required of the braze joint or assembly.

In addition to failures in shafts, this article discusses failures in connecting rods, which translate rotary motion to linear motion (and conversely), and in piston rods, which translate the action of fluid power to linear motion. It begins by discussing the origins of fracture. Next, the article describes the background information about the shaft used for examination. Then, it focuses on various failures in shafts, namely bending fatigue, torsional fatigue, axial fatigue, contact fatigue, wear, brittle fracture, and ductile fracture. Further, the article discusses the effects of distortion and corrosion on shafts. Finally, it discusses the types of stress raisers and the influence of changes in shaft diameter.

This article first provides an overview of the types of mechanical fasteners. This is followed by sections providing information on fastener quality and counterfeit fasteners, as well as fastener loads. Then, the article discusses common causes of fastener failures, namely environmental effects, manufacturing discrepancies, improper use, or incorrect installation. Next, it describes fastener failure origins and fretting. Types of corrosion in threaded fasteners and their preventive measures are then covered. The performance of fasteners at elevated temperatures is addressed. Further, the article discusses the types of rivet, blind fastener, and pin fastener failures. Finally, it provides information on the mechanism of fastener failures in composites.

Mechanical springs are used in mechanical components to exert force, provide flexibility, and absorb or store energy. This article provides an overview of the operating conditions of mechanical springs. Common failure mechanisms and processes involved in the examination of spring failures are also discussed. In addition, the article discusses common causes of failures and presents examples of specific spring failures, describes fatigue failures that resulted from these types of material defects, and demonstrates how improper fabrication can result in premature fatigue failure. It also covers failures of shape memory alloy springs and failures caused by corrosion and operating conditions.

The types of metal components used in lifting equipment include gears, shafts, drums and sheaves, brakes, brake wheels, couplings, bearings, wheels, electrical switchgear, chains, wire rope, and hooks. This article primarily deals with many of these metal components of lifting equipment in three categories: cranes and bridges, attachments used for direct lifting, and built-in members of lifting equipment. It first reviews the mechanisms, origins, and investigation of failures. Then the article describes the materials used for lifting equipment, followed by a section explaining the failure analysis of wire ropes and the failure of wire ropes due to corrosion, a common cause of wire-rope failure. Further, it reviews the characteristics of shock loading, abrasive wear, and stress-corrosion cracking of a wire rope. Then, the article provides information on the failure analysis of chains, hooks, shafts, and cranes and related members.