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.

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 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.

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 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.

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.

This article focuses on different aspects of wear particle analysis. It discusses the different wear regimes in the wear rate versus time (bathtub) curve. The article explains the essence of condition monitoring and how to properly sample lubricants for condition monitoring. It also discusses in-service lubricant analysis for condition monitoring, focusing on the spectrometric oil analysis program. The article describes the characteristics of wear particles and analytical techniques for characterizing them. It also describes the characteristics of different types of wear particles and the mechanisms by which they are generated. The article concludes with a summary of the major applications of wear particle analysis.

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.

Boronizing is a case hardening process for metals to improve the wear life and galling resistance of metal surfaces. Boronizing can be carried out using several techniques. This article discusses the powder pack cementation process for carrying out boronizing. It describes the structures of boride layers in ferrous materials and boride-layer structures in nickel-base superalloys. The primary reason for boriding metals is to increase wear resistance against abrasion and erosion. The article reviews the wear resistance and coefficient of friction of boride layers, as well as galling resistance of borided surfaces. It concludes with a discussion on boronizing plus physical vapor deposition (PVD) overlay coating.

This article considers the main characteristics of wear mechanisms and how they can be identified. Some identification examples are reported, with the warning that this task can be difficult because of the presence of disturbing factors such as contaminants or possible additional damage of the worn products after the tribological process. Then, the article describes some examples of wear processes, considering possible transitions and/or interactions of the mechanism of fretting wear, rolling-sliding wear, abrasive wear, and solid-particle erosion wear. The role of tribological parameters on the material response is presented using the wear map concept, which is very useful and informative in several respects. The article concludes with guidelines for the selection of suitable surface treatments to avoid wear failures.

This article discusses the advantages and disadvantages of field metallography and describes the important material characteristics and other aspects to be considered before performing any metallographic procedure. It investigates the various stages of sample preparation in the metallographic laboratory: grinding, polishing, etching, preparing a replica, and obtaining a small sample. The article also illustrates the applications of field metallography with case studies.

Boriding is a thermochemical diffusion-based surface-hardening process that can be applied to a wide variety of ferrous, nonferrous, and cermet materials. It is performed on metal components as a solution for extending the life of metal parts that wear out too quickly in applications involving severe wear. This article presents a variety of methods and media used for boriding of ferrous materials, and explains their advantages, limitations, and applications. These methods include pack cementation boriding, gas boriding, plasma boriding, electroless salt bath boriding, electrolytic salt bath boriding, and fluidized-bed boriding. The article briefly describes the chemical vapor deposition process, which has emerged to be dominant among metal-boride deposition processes.

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 introduces process factors that influence die wear and lubrication for metal forming operations such as bending, spinning, stretching, deep drawing, and ironing. It discusses the effects of part shape, sheet thickness, tolerance requirements, sheet metal, and lubrication on shallow forming dies. The article describes the wear of material for dies to draw round and square cup-shaped metal parts in a press. It also discusses the effect of process conditions on the shallow forming dies.

Impact or percussive wear is defined as the wear of a solid surface that is due to percussion, which is a repetitive exposure to dynamic contact by another body. Impact wear, however, has many analogies to the field of erosive wear. The main difference is that, in impact wear situations, the bodies tend to be large and contact in a well-defined location in a controlled way, unlike erosion where the eroding particles are small and interact randomly with the target surface. This article describes some generic features and modes of impact wear of metals, ceramics, and polymers. It discusses the processes involved in testing and modeling of impact wear, and includes two case studies.

Wear, a form of surface deterioration, is a factor in a majority of component failures. This article is primarily concerned with abrasive wear mechanisms such as plastic deformation, cutting, and fragmentation which, at their core, stem from a difference in hardness between contacting surfaces. Adhesive wear, the type of wear that occurs between two mutually soluble materials, is also discussed, as is erosive wear, liquid impingement, and cavitation wear. The article also presents a procedure for failure analysis and provides a number of detailed examples, including jaw-type rock crusher wear, electronic circuit board drill wear, grinding plate wear failure analysis, impact wear of disk cutters, and identification of abrasive wear modes in martensitic steels.