Rolling-contact fatigue (RCF) is a common failure mode in components subjected to rolling or rolling-sliding contact. This article provides a basic understanding of RCF and a broad overview of materials and manufacturing techniques commonly used in industry to improve component life. A brief discussion on coatings to improve surface-initiated fatigue and wear is included, due to the similarity to RCF and the increasing criticality of this failure mode. The article presents a working knowledge of Hertzian contact theory, describes the life prediction of rolling-element bearings, and provides information on physics and testing of rolling-contact fatigue. Processes commonly used to produce bearings for demanding applications are also covered.

This article discusses the physical signs of rolling-contact wear (RCW). It lists the major considerations in gear design and describes the mechanisms of RCW. The article provides a guide to rolling-contact fatigue (RCF) testing methods. It explains the steps involved in the processes of RCF and RCW.

The surface of irons and steels can be hardened by introducing nitrogen (nitriding), nitrogen and carbon (nitrocarburizing), or nitrogen and sulfur (sulfonitriding) into the surface. This article lists the principal reasons for nitriding and nitrocarburizing, and summarizes the typical characteristics of nitriding processes along with a general comparison of carburizing processes in a table. It describes the two most common nitriding methods: gas nitriding and ion (plasma) nitriding. The article discusses the wear behavior of nitrided layers and the wear resistance of selected steels. Rolling-contact fatigue (RCF) occurs in rolling contacts such as bearings, rolls, and gears. The article provides a discussion on rolling-contact fatigue of nitrided steels for aerospace bearing components.

This article focuses on the tribological behavior of group 1, 2, and 3 cobalt-base alloys, namely, carbide-type wear-resistant alloys and laves-type wear-resistant alloys. The behavior includes hardness, yield strength and ductility, and fracture toughness. The article contains a table that lists the nominal compositions and typical applications of cobalt-base alloys. It discusses the properties and relative performance of specific alloys when subjected to the more common types of wear. These include abrasive wear, high-temperature sliding wear, rolling-contact fatigue wear, and erosive wear.

This article describes the two commonly used standardized tests for determining the mechanical properties of thermal spray coatings: hardness testing and tensile adhesion testing. It discusses the destructive and non-destructive methods of residual-stress measurement. Electrochemical testing methodologies include two distinctly different methods: direct and alternating current impedance techniques for assessing the corrosion resistance of coating attributes. The article also reviews the testing methods for determining thermomechanical and environmental stability of thermal barrier coatings. It discusses the wear testing methodologies that are standardized by ASTM, including the pin-on-disk, block-on-ring, dry sand/rubber wheel, erosion, metallographic apparatus abrasion, fretting wear, cavitation, reciprocating ball-on-flat, impact, and rolling contact fatigue test. The article concludes with a discussion on the methods of testing abradability and erosion resistance in abradable 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.

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.

A major cause of failure in components subjected to rolling or rolling/sliding contacts is contact fatigue. This article focuses on the rolling contact fatigue (RCF) performance and failure modes of overlay coatings such as those deposited by physical vapor deposition, chemical vapor deposition, and thermal spraying (TS). It provides a background to RCF in bearing steels in order to develop an understanding of failure modes in overlay coatings. The article describes the underpinning failure mechanisms of TiN and diamond-like carbon coatings. It presents an insight into the design considerations of coating-substrate material properties, coating thickness, and coating processes to combat RCF failure in TS coatings.

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 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.

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.

Mechanical tests are performed to evaluate the durability of gears under load. Gear tooth failures occur in two distinct regions, namely, the tooth flank and the root fillet. This article describes the common failure modes such as scoring, wear, and pitting, on tooth flanks. Failures in root fillets are primarily due to bending fatigue but can be precipitated by sudden overloading (impact). The article presents contact stress computations for gear tooth flank and bending stress computations for root fillets. Specimen characterization is a critical part of any fatigue test program because it enables meaningful interpretation of the results. The article describes four areas of the characterizations: dimensional, surface finish/texture, metallurgical, and residual stress. The rolling contact fatigue test, single-tooth fatigue test, single-tooth single-overload test, and single-tooth impact test are some of the gear action simulating tests discussed in the article.

Contact fatigue is a surface-pitting-type failure commonly found in ball or roller bearings. This article discusses the mechanisms of contact fatigue found in gears, cams, valves, rails, and gear couplings. It discusses the statistical analysis of rolling contact bearing-life tests. The article concludes with information on various approaches that improve the contact fatigue resistance of rolling contact systems.

The mechanism of contact fatigue can be understood in terms of several sources of stress concentration, or stress raisers, within the macroscopic Hertzian stress field. This article focuses primarily on rolling contact fatigue of hardened bearing steels. It discusses Hertzian shear stresses at and below the contact surfaces and briefly summarizes bearings and gear characteristics. The article provides an overview of the key types of gear and bearing steels. It analyzes two types of macropitting that result from the subsurface growth of fatigue cracks, namely, subsurface-origin macropitting and surface-origin macropitting. The article describes the factors influencing contact fatigue life of hardened steel bearings and gears, including hardness, inclusions, carbides, and residual stresses.