This article describes some of the underlying factors of tool steel and bearing steel fractures and appearances. It also briefly introduces the general types of cold work and hot work tool steels and their typical performance requirements. This includes the importance of microstructural conditions achieved with powder metallurgy (PM) tool steels and the need for steel “cleanliness,” especially in preventing contact fatigue in bearings or bending fatigue in gears.

A mechanical part, which supports the moving part, is termed a mechanical bearing and can be classified into rolling (ball or roller) bearings and sliding bearings. This article discusses the failures of sliding bearings. It first describes the geometry of sliding bearings, next provides an overview of bearing materials, and then presents the various lubrication mechanisms: hydrostatic, hydrodynamic, boundary lubrication, elastohydrodynamic, and squeeze-film lubrication. The article describes the effect of debris and contaminant particles in bearings. The steps involved in failure analysis of sliding bearings are also covered. Finally, the article discusses wear-damage mechanisms from the standpoint of bearing design.

This article is dedicated to the fields of mechanical engineering and machine design. It also intends to give a nonexhaustive view of the preventive side of the failure analysis of rolling-element bearings (REBs) and of some of the developments in terms of materials and surface engineering. The article presents the nomenclature, numbering systems, and worldwide market of REBs as well as provides description of REBs as high-tech machine components. It discusses heat treatments, performance, and properties of bearing materials. The processes involved in the examination of failed bearings are also explained. Finally, the article discusses in detail the characteristics and prevention of the various types of failures of REBs: wear, fretting, corrosion, plastic flow, rolling-contact fatigue, and damage. The article includes an Appendix, which lists REB-related abbreviations, association websites, and ISO standards.

Aluminum alloys are widely used in engineered components because of their excellent strength-to-weight ratio. Their use in applications requiring wear resistance is more limited. One of the main limitations of aluminum alloys is the poor tribological behavior mainly due to their relatively low hardness, which favors large plastic deformation under sliding conditions. This article discusses the classes and mechanisms of wear in aluminum-silicon alloys, aluminum-tin bearing alloys, and aluminum-matrix composites; describes the effect of material-related parameters on wear behavior of these alloys; and reviews their applications in a variety of tribological applications in the automotive industry ranging from aluminum-tin alloys for plain bearings to alloys with hard anodizing for machine elements. Methods to improve wear resistance and alloy hardness are also discussed.

This article summarizes some general alloy groupings by application or major characteristics. The groupings include cast rotor, general-purpose, elevated-temperature, wear-resistant, moderate-strength, high-strength, and high-integrity die casting alloys and cast aluminum alloys bearings. A table lists selected applications for aluminum casting alloys.

Acoustical holography is the extension of holography into the ultrasonic domain. The basic systems for acoustical holography are the liquid-surface type and the scanning type. This article discusses the applications for acoustical holography, including inspection of large composite parts, through-transmission breast imaging system, inspection of welds in thick materials, and inspection of sleeve-bearing stock. It describes the basic system for liquid-surface acoustical holography and scanning acoustical holography. A comparison between these techniques is also provided.

This article describes the characteristics of three types of gas bearings, such as aerostatic bearing, precision aerodynamic bearing (PAB), and compliant aerodynamic bearing (CAB). It discusses the applications for aerostatic bearings and advantages in lubricating a bearing with a compressible gas. The article also describes the different types of aerostatic bearings, such as annular thrust bearings and orifice-compensated journal bearings. It presents a discussion on load capacity and stiffness, friction and power loss, and stability and damping of the aerostatic bearings. The article provides a discussion on the types of PAB and CAB. The types include spiral groove annular thrust bearings, cylindrical journal bearings, three-sector journal bearings, tilting-pad journal bearings, and helical-grooved journal bearings. The types of CAB include foil bearings and pressurized-membrane bearings. The article concludes with a description of factors that influence materials selection for gas-lubricated bearings.

This article discusses the functions of lubricants to prevent premature failure of rolling element bearings and the advantages of fluid lubrication. It describes the composition of refined mineral oil for rolling bearing applications. The article reviews the types and properties of nonpetroleum oils, such as polyglycols, phosphate esters, silicone fluids, dibasic acid esters, and fluorinated polyethers. It discusses the properties of greases, including grease speed limits, grease composition, relubrication intervals, corrosion prevention behavior, and grease compatibility. The article concludes with a discussion on polymeric lubricants and solid lubricants.

This article discusses the composition, properties and applications of bearing steels. It focuses on the typical wear modes that rolling-element bearings experience: contact fatigue wear, abrasive wear, adhesive wear, and corrosive wear. The article provides information on reliability factor and ABMA and ISO environmental factors.

Rolling-element bearings, also called rolling bearings and antifriction bearings, tend to have very low friction characteristics compared to plain bearings or simple sliding bearings. This article discusses the types of rolling-element bearings, namely, ball bearings and roller bearings. It provides information on the bearing component materials. The article describes the lubrication requirements and lubrication methods, namely, elastohydrodynamic lubrication and grease lubrication. It reviews the adjustment factors influencing fatigue life of the bearing. The article also provides information on bearing load ratings, standard bearing geometries, rolling bearing friction factors, and wear and its control methods. It concludes with a discussion on damage modes of bearings.

The choice of heat treatment depends on the service requirements of a given bearing and how the bearing will be made. This article describes the design parameters, material characteristics required to sustain performance characteristics, metallurgical properties, and dimensional stability. It also provides a description of various extensively-used heat treatment processes, namely, carburizing, carbonitriding, induction surface hardening, and nitriding associated with various bearings. In addition, the article explores the factors to be considered in selecting a process and explains why it is optimum for a specific application.

Quench cracking is a brittle fracture phenomenon, and its occurrence depends not only on the stress changes but also on the mechanical characteristics of metals. Simulation of quenching processes has become possible in the analysis of quench cracking. This article commences with a discussion on the studies conducted to determine the origin of quench cracks, and then describes various test procedures for determining the susceptibility of quench cracking. It provides a description of the brittle fracture in terms of fracture mechanics and fracture toughness of quenched metals, and discusses the effects of impurities, hydrogen, and surface roughness on cracking. The article exemplifies simulation works applied to several successful cracking tests on cylindrical and complex-shaped steel parts.

This article describes the fundamental concepts of heat treatment simulation, including the physical events and their interactions, the heat treatment simulation software, and the commonly used simulation strategies. It summarizes material data needed for heat treatment simulations and discusses reliable data sources as well as experimental and computational methods for material data acquisition. The article provides information on the process data needed for accurate heat treatment simulation and the methods for their determination. Methods for validating heat treatment simulations are also discussed with an emphasis on the underlying philosophy for the selection and design of validation tests. The article also discusses the applications, capabilities, and limitations of heat treatment simulations via selected industrial case studies for a better understanding of the effect of microstructure, distortion, residual stress, and cracking in gears, shafts, and bearing rings.

In the case of steels, heat treatment plays a fundamental role because no other process step can manipulate the microstructure in order to fulfill such a wide variety of possible in-service conditions. This article addresses heat treatment with regard to hardening and subsequent tempering of steel components in order to optimize tribological properties. It focuses on the heat treatment of tempering and bearing steels and on volume changes that take place due to phase transformations. Plastic deformations that occur due to shrinking and phase transformation are also discussed. The article also describes the generation of thermal, transformation, and hardening residual stresses.

This article describes the allotropic modification and atmospheric corrosion of pure tin. Corrosion of pure tin due to oxidation reaction, and reaction with the other gases, water, acids, bases, and other liquid media, is discussed. The article provides information on corrosion behavior on soft solders, pewter, bearing alloys, tin-copper alloys, and tin-silver alloys. It reviews the influence of corrosion on immersion tin coating, tin-cadmium alloy coatings, tin-cobalt coatings, tin-copper coatings, tin-lead coatings, tin-nickel coatings, and tin-zinc coatings. The general properties and corrosion resistance of tinplate are summarized. The article also describes the methods of corrosion testing of coatings; these include an analysis of coating thickness measurements, porosity and rust resistance testing, solderability test, and specific special tests.

This article describes the various specimen preparation procedures for lead, lead alloys, and sleeve bearings, including sectioning, mounting, grinding, polishing, and etching. The microscopic examination and microstructures of lead and lead alloys are discussed. The article also provides information on the microstructures of sleeve bearing materials.

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.

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 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.

This article provides an overview of two major classes of bearings: rolling bearings and sliding, or plain, bearings. It reviews the experimental data resulted from testing of rolling and sliding bearing materials with illustration. The article presents a table that summarizes rolling contact fatigue test methods that ASTM published in STP 771. It also describes the role of lubrication in the bearings.