Sheet metal forming operations are so diverse in type, extent, and rate that no single test provides an accurate indication of the formability of a material in all situations. This article presents an overview of types of forming, formability problems, and principal methods of measuring deformation. It reviews the effect of materials properties and temperature on formability. The article provides a detailed discussion on the two major categories of formability tests such as the intrinsic test, including uniaxial tension testing, plane-strain tension testing, biaxial stretch testing, and simulative tests such as bending tests, stretching tests, the Ohio State University test, the drawing test, and stretch-drawing tests. It extends the correlation between simulative tests and materials properties using forming limit diagrams and circle grid analysis, and discusses the improvements to the forming limit diagram technology.

This article describes strain analysis techniques for troubleshooting formability and process discrepancies throughout a tooling development and production stamping cycle. The techniques include strain calculations of a flat blank, forming limit curve, and forming limit diagram. The article describes the types of strain analysis, namely, thinning strain analysis and circle grid strain analysis. It also provides information on the applications of the thinning strain analysis.

A cylindrical specimen compressed with friction at the die surfaces does not remain cylindrical in shape but becomes bulged or barreled. Tensile stresses associated with the bulging surface make the upset test a candidate for workability testing. This article discusses test-specimen geometry and friction conditions; strain measurements; crack detection; and material inhomogeneities, which are to be considered for performing cold upset testing. It describes test characteristics in terms of deformation, free-surface strains, and stress states for performing cylindrical compression tests. The article illustrates the fracture loci in cylindrical, tapered, and flanged upset-test specimens of aluminum alloy and type 1045 cold-finished steel.

Metal-induced embrittlement is a phenomenon in which the ductility or fracture stress of a solid metal is reduced by surface contact with another metal in either liquid or solid form. This article summarizes the characteristics of solid metal induced embrittlement (SMIE) and liquid metal induced embrittlement (LMIE). It describes the unique features that assist in arriving at a clear conclusion whether SMIE or LMIE is the most probable cause of the problem. The article briefly reviews some commercial alloy systems where LMIE or SMIE has been documented. It also provides some examples of cracking due to these phenomena, either in manufacturing or in service.

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.

This article reviews photographic principles, namely, visual examination, field photographic documentation, and laboratory photographic documentation, as applied to failure analysis and the specific techniques employed in both the field and laboratory. It provides information on the photographic equipment used in failure analysis and on film and digital photography. The article describes the basics of photography and the uses of different types of lighting in photography of a fractured surface. The article also addresses the techniques involved in macrophotography and microscopic photography as well as other special techniques.

High temperature corrosion may occur in numerous environments and is affected by factors such as temperature, alloy or protective coating composition, time, and gas composition. This article explains a number of potential degradation processes, namely, oxidation, carburization and metal dusting, sulfidation, hot corrosion, chloridation, hydrogen interactions, molten metals, molten salts, and aging reactions including sensitization, stress-corrosion cracking, and corrosion fatigue. It concludes with a discussion on various protective coatings, such as aluminide coatings, overlay coatings, thermal barrier coatings, and ceramic coatings.

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.

This article explains the main types and characteristic causes of failures in boilers and other equipment in stationary and marine power plants that use steam as the working fluid with examples. It focuses on the distinctive features of each type that enable the failure analyst to determine the cause and suggest corrective action. The causes of failures include tube rupture, corrosion or scaling, fatigue, erosion, and stress-corrosion cracking. The article also describes the procedures for conducting a failure analysis.

This article discusses the classification of sliding bearings and describes the major groups of soft metal bearing materials: babbitts, copper-lead bearing alloys, bronze, and aluminum alloys. It provides a discussion on the methods for fluid-film lubrication in bearings. The article presents the variables of interest for a rotating shaft and the load-carrying capacity and surface roughness of bearings. Grooves and depressions are often provided in bearing surfaces to supply or feed lubricant to the load-carrying regions. The article explains the effect of contaminants in bearings and presents the steps for failure analysis of sliding bearings. It also reviews the factors responsible for bearing failure with examples.

This article describes the characteristics of tubing of heat exchangers with respect to general corrosion, stress-corrosion cracking, selective leaching, and oxygen-cell attack, with examples. It illustrates the examination of failed parts of heat exchangers by using sample selection, visual examination, microscopic examination, chemical analysis, and mechanical tests. The article explains corrosion fatigue of tubing of heat exchangers caused by aggressive environment and cyclic stress. It also discusses the effects of design, welding practices, and elevated temperatures on the failures of heat exchangers.

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.

This article focuses on the mechanisms of microbially induced or influenced corrosion (MIC) of metallic materials as an introduction to the recognition, management, and prevention of microbiological corrosion failures in piping, tanks, heat exchangers, and cooling towers. It discusses the degradation of various protective systems, such as corrosion inhibitors and lubricants. The article describes the failure analysis of steel, iron, copper, aluminum, and their alloys. It also discusses the probes available to monitor conditions relevant to MIC in industrial systems and the sampling and analysis of conditions usually achieved by the installation of removable coupons in the target system. The article also explains the prevention and control strategies of MIC in industrial systems.

This article reviews the applied aspects of creep and stress-rupture failures. It discusses the microstructural changes and bulk mechanical behavior of classical and nonclassical creep behavior. The article provides a description of microstructural changes and damage from creep deformation, including stress-rupture fractures. It also describes metallurgical instabilities, such as aging and carbide reactions, and evaluates the complex effects of creep-fatigue interaction. The article concludes with a discussion on thermal fatigue and creep fatigue 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.

This article briefly reviews the analysis methods for spalling of striking tools with emphasis on field tests conducted by A.H. Burn and on the laboratory tests of H.O. McIntire and G.K. Manning and of J.W. Lodge. It focuses on the metallography and fractography of spalling. The macrostructure and microstructure of spall cavities are described, along with some aspects of the numerous specifications for striking/struck tools. The article also describes the availability of spall-resistant metals and the safety aspects of striking/struck tools in railway applications.

This article focuses on the corrosion-wear synergism in aqueous slurry and grinding environments. It describes the effects of environmental factors on corrosive wear and provides information on the impact and three-body abrasive-corrosive wear. The article also discusses the various means for combating corrosive wear, namely, materials selection, surface treatments, and handling-environment modifications.

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.

Materials selection is an important engineering function in both the design and failure analysis of components. This article briefly reviews the general aspects of materials selection as a concern in proactive failure prevention during design and as a possible root cause of failed parts. It discusses the overall concept of design and describes the role of the materials engineer in the design and materials selection process. The article highlights the significance of materials selection in both the prevention and analysis of failures.

Thermomechanical fatigue (TMF) refers to the process of fatigue damage under simultaneous changes in temperature and mechanical strain. This article reviews the process of TMF with a practical example of life assessment. It describes TMF damages caused due to two possible types of loading: in-phase and out-of-phase cycling. The article illustrates the ways in which damage can interact at high and low temperatures and the development of microstructurally based models in parametric form. It presents a case study of the prediction of residual life in a turbine casing of a ship through stress analysis and fracture mechanics analyses of the casing.