This article is an atlas of fractographs that helps in understanding the causes and mechanisms of fracture of high-carbon steels and in identifying and interpreting the morphology of fracture surfaces. The fractographs illustrate the following: torsional fatigue fracture, hydrogen-embrittlement fracture, fatigue crack propagation, and corrosion fatigue of components made from high-carbon steels. The high-carbon steel components include bull gear, drive shaft, power boiler stoker grate, steel wheel, spring wire, suspension spring, automotive engine valve spring, power spring, cantilever-type spring, railroad rail, and seamless drill pipe.

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 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.

Tempering of induction-hardened steel is a form of subcritical heat treatment, primarily carried out to increase ductility, toughness, and dimensional stability, to relieve residual stresses, and to obtain specific values of mechanical properties. This article describes tempering with emphasis on different time-temperature exposure requirements for furnace and induction tempering. It discusses two parametric methods for correlating equivalent time-temperature condition: Hollomon-Jaffe tempering correlation and Grange-Baughman tempering correlation. The article describes different methods of induction tempering, namely, single-shot, progressive or continuous, scanning, and static heating methods. The effects of induction heating variables and hardenability on tempering response are examined. The article also provides examples of how tempering affects the mechanical properties of induction-hardened steels.

Induction hardening involves multiple processing steps of heating and quenching which presents opportunity for errors and defects. This article discusses the common problems associated with induction hardening of shafts as well as the methods to diagnose, inspect, and prevent them. In addition to the major defects such as laps and seams that remain after induction hardening, microstructural transformation, decarburization, residual stress, and grain size, as well as variations in carbon content, composition, or microstructure can also affect the hardened part.

Induction hardening of steel components is the most common application of induction heat treatment of steel. This article provides a detailed account of electromagnetic and thermal aspects of metallurgy of induction hardening of steels. It describes induction hardening techniques, namely, scan hardening, progressive hardening, single-shot hardening, and static hardening. The article discusses the techniques used to control the heat pattern, and provides a brief review of quenching techniques used in the induction hardening. It provides guidelines for selecting the frequency and power for induction hardening, and describes common methods for measuring case depth, such as optical and microhardness, and surface hardness. It provides information on some complications and ambiguities associated with these measurements. The article also discusses the commonly used non-destructive testing methods, namely, magnetic particle testing, ultrasonic testing, and eddy current testing to evaluate induction-hardened components.

Through detection of the wear, risk assessment can be performed, along with a related time to failure estimation through technologies such as electrical signature analysis (ESA) and motor current signature analysis. This article discusses the principle of operation of data collectors for ESA measurements and illustrates the evaluation of broken rotor bars and a broken shaft. It describes the detection of faults in bearings using ESA and provides information on the investigation of gearboxes and related components in a wind generator.

Radial forging is a process performed with four dies arranged in one plane that can act on a piece simultaneously. This article explains the types of radial forgings and describes the advantages and disadvantages of radial forging over open-die cogging/forging. The article discusses the parameters involved in product shape control. It also provides examples that illustrate the versatility and capabilities of the radial forge machine.

This article describes the various types of press construction and the factors that influence the selection of mechanically or hydraulically powered machines for producing parts from sheet metal. Presses are broadly classified, according to the type of frame used in their construction, into two main groups: gap-frame presses and straight-side presses. The article describes the various components of mechanical presses and hydraulic presses. It discusses important factors, such as the size, force, energy, and speed requirements, that influence the selection of a press. The article describes the roles of automatic handling equipment that can be categorized as feeding equipment, unloading equipment, and transfer equipment. It concludes with information on the common types of high-production presses, such as dieing machines, multiple-slide machines, transfer presses, fine blanking presses, and flexible-die forming presses.

Scanners are the most versatile and flexible of the equipment available to the heat treating industry for induction hardening. This article provides a general overview of scanners, and describes various critical factors, including scan speeds, rotational speeds, and center total indicator runout of vertical scanners. It presents information on the frequency selection parameters for scanning applications. The article also discusses the critical parameters and production rates in specifying and developing a tooth-by-tooth hardening process.

Pumps and compressors are representative fluid machineries, which are indispensably important industrial equipment for water supply systems, chemical processing and reactions, and fluid power systems. This article addresses friction, lubrication, and wear of components in several types of machines such as positive displacement pumps including hydraulic pumps, turbo-pumps including centrifugal pumps, vacuum pumps, and compressors including the positive displacement type and turbo type.

Bearings are usually provided where a specific spatial relationship (alignment) must be maintained between the parts or where a force is to be transmitted from one part to the other. This article introduces the general types and configuration of sliding bearings, bearing materials, and the practical aspects and solutions in the friction, lubrication, and wear mitigation of sliding bearings. The lubrication of bearings includes thick-film lubrication, thin-film lubrication, and boundary lubrication. The article concludes with a discussion on the effects of material elasticity on the lubrication of bearings.

This article first reviews variations within the most common types of gears, namely spur, helical, worm, and straight and spiral bevel. It then provides information on gear tooth contact and gear metallurgy. This is followed by sections describing the important points of gear lubrication, the measurement of the backlash, and the necessary factors for starting the failure analysis. Next, the article explains various gear failure causes, including wear, scuffing, Hertzian fatigue, cracking, fracture, and bending fatigue, and finally presents examples of gear and reducer failure analysis.

This article outlines the requirements and methods associated with the inspection of brazements. It emphasizes the incorporation of these requirements into the overall quality system. The article reviews the acceptance limits, design limitations, and nondestructive and destructive inspection techniques involved in the brazement inspection. Selected case studies are also provided for further reference.

The multiple-slide machine, sometimes called a four-way, four-slide, or multislide machine, is a somewhat specialized item of stamping equipment, although it is very versatile within a limited area of stamping applications. This article discusses the construction and advantages of multiple-slide machines. It presents comparisons of four-slide operations with press operations based on production speed, tooling cost, tool adjustments, and operating cost. The article reviews some factors to be considered while selecting multiple-slide machines. It summarizes the strip materials commonly used in four-slide production. The article examines the design factors of four-slide parts, including tolerances and finishes. It provides the design recommendations for optimal part quality at maximum production speed. The article also discusses various four-slide cutoff methods.

This article discusses the historical background of composite construction in recreational equipment and sporting goods. It provides information on the applications of composites in baseball bats, tennis rackets, and golf clubs. The applications of composites in bicycling, winter sports, aquatic sports, track, field, and archery equipment are also discussed.

This article provides a discussion on the analytical modeling and simulation of residual stress states developed in steel parts and the reasons for these varied final stress states. It illustrates how the metallurgical phase transformation of steel alloys can be applied in the simulation of induction hardening processes and the role of these phase transformations in affecting stress and distortion. Emphasis is placed on induction surface hardening, which is the main application of induction heating in steel heat treatment. The article concludes with examples of induction surface-hardened shafts and through-hardened shafts made of plain carbon steel, alloy steel, and limited hardenability steel.

This article describes the applications of induction heat treatment of metals, including normalizing, annealing, hardening, and tempering and stress relieving. It discusses the simulation techniques of the electromagnetic and thermal processes that occur during induction heat treating. The article explains the finite-difference method, finite-element method, mutual impedance method, and boundary-element method for the numerical computation of the induction heat treating processes. It also discusses the direct and indirect coupling approaches for coupling the electromagnetic and heat-transfer problems. Modern computer simulation techniques are capable of effectively simulating electromagnetic and thermal phenomena for many processes that involve electromagnetic induction. The article considers the challenges faced by developers of modern simulation software.

Gears can fail in many different ways, and except for an increase in noise level and vibration, there is often no indication of difficulty until total failure occurs. This article reviews the major types of gears and the basic principles of gear-tooth contact. It discusses the loading conditions and stresses that effect gear strength and durability. The article provides information on different gear materials, the common types and causes of gear failures, and the procedures employed to analyze them. Finally, it presents a chosen few examples to illustrate a systematic approach to the failure examination.