This article outlines the basic steps to be followed and the range of techniques available for failure analysis, namely, background data assembling, visual examination, microfractography, chemical analysis, metallographic examination, electron microscopy, electron microprobe analysis, X-ray techniques, and simulations. It also describes the steps for analyzing the data, preparing the report, preservation of evidence, and follow-up on recommendations.

This article reviews the failure analysis process with specific reference to the considerations that should be addressed when a casting has failed. It describes the failure analysis methodology for three failed cast components: an aluminum bracket, a bronze suction roll, and a steel automotive spindle. The article discusses failure analysis investigation by obtaining casting background information, planning the evaluation and selecting the appropriate casting for analysis, conducting a preliminary examination, conducting the proper material evaluations, and thoroughly evaluating the test data. It concludes with information on case studies that show how the methodology is adapted for differing materials, failure mechanisms, and failure circumstances.

As a failure investigation progresses, the time arrives when the data and results of the various testing and analyses are compiled, compared, and interpreted. Data interpretation should be relatively straightforward for results that align well. However, interpretation can be challenging when results from various tests seem contradictory or inconclusive. Regardless, conclusions must eventually be drawn from the data. This article discusses the processes involved in reviewing data, formulating conclusions, failure analysis report preparation and writing, and providing recommendations and follow-up with appropriate personnel to prevent future failures.

This article discusses various concepts of micro x-ray diffraction (XRD) used for the examination of materials in situ. The discussion covers the principles, equipment used, sample preparation procedure, considerations for calibrating a detector, steps for performing data analysis, and applications and interpretation of micro-XRD.

Documentation must be focused toward explaining a specific task such as design process, by conveying the needs of product engineering, materials engineering, and manufacturing. This article describes how documentation supports the process of bringing a product to market, who uses the information, and how it serves as a key form of communication, with examples. It discusses the key features that most documents must define. The article describes the requirements of engineering and manufacturing and how drawings are used as a communication medium.

This article provides general guidelines for casting design to provide progressive solidification, minimize heat concentration, eliminate cores, and prevent distortion. Casting design also affects tolerances. Casting tolerances depend on the alloy being poured, the size of the casting, and the molding method used. Designers can predict the effect of the design on the structure of the final part using solidification simulation models, namely finite element and finite difference models, and rapid prototyping. The article concludes with a short note on how the quality is assured in the foundry.

This article discusses the various roles and responsibilities of materials engineers in a product realization organization and suggests different ways in which materials engineers may benefit their organization. It also provides a summary of the concepts discussed in the articles under the Section “The Role of the Materials Engineer in Design” in ASM Handbook, Volume 20: Materials Selection and Design.

Modern, solids-based computer-aided design/computer-aided manufacturing (CAD/CAM) systems provide a good share of what is needed for companies to develop products using modern methods. This article provides a brief history and an overview of CAD technology. Form features combined with constraint parameters have greatly simplified how designers work with solid modelers to design parts and assemblies. The article describes four types of constraints: numeric, geometric, algebraic, and attributes. It presents a discussion on data associativity and assembly design used in CAD system. The article provides information on the applications of CAD systems, including integrated product development, drafting and product documentation, product visualization, mechanical analysis, and numerical control programming.

This article provides background information needed by design engineers to create part designs optimized for plastics and plastic manufacturing processes. It describes the four essential elements of plastic part development, namely, material, process, tooling, and design, and provides general design rules for the plastic forming processes covered. It also discusses the steps involved in design validation and verification.

This article provides an overview of the relationships between torque, angle-of-turn, tension, and friction and explains how they are measured and evaluated. It focuses on the principle, test equipment, procedure, evaluation, and test report of various testing methods, namely, friction coefficient testing, torque tension testing, locknut testing, and angular ductility and rotational capacity tests. The article reviews the basic methods and fundamental principles for mechanical testing of externally and internally threaded fasteners and bolted joints. The test methods for externally threaded fasteners include product hardness, proof load, axial and wedge tension testing of full-sized products, tension testing of machined test specimens, and total extension at fracture testing. Product hardness, proof load, and cone proof-load test are the test methods for internally threaded fasteners. The article concludes with a description of torque-angle signature analysis and the specification of measurement accuracy for torque and clamp force.

This article briefly introduces the concepts of failure analysis and root cause analysis (RCA), and the role of failure analysis as a general engineering tool for enhancing product quality and failure prevention. It reviews four fundamental categories of physical root causes, namely, design deficiencies, material defects, manufacturing/installation defects, and service life anomalies, with examples. The article describes several common charting methods that may be useful in performing an RCA. It also discusses other failure analysis tools, including review of all sources of input and information, people interviews, laboratory investigations, stress analysis, and fracture mechanics analysis. The article concludes with information on the categories of failure and failure prevention.

Failure analysis is a process that is performed to determine the causes or factors that have led to an undesired loss of functionality. This article describes some of the factors and conditions that might be considered when approaching a failure analysis problem. It focuses on the key principles, objectives, practices, and procedures of failure analysis. The article provides guidelines on the preparation of a protocol for a failure analysis. It also demonstrates the proper approaches to failure analysis.

This article briefly introduces the concepts of failure analysis, including root-cause analysis (RCA), and the role of failure analysis as a general engineering tool for enhancing product quality and failure prevention. It initially provides definitions of failure on several different levels, followed by a discussion on the role of failure analysis and the appreciation of quality assurance and user expectations. Systematic analysis of equipment failures reveals physical root causes that fall into one of four fundamental categories: design, manufacturing/installation, service, and material, which are discussed in the following sections along with examples. The tools available for failure analysis are then covered. Further, the article describes the categories of mode of failure: distortion or undesired deformation, fracture, corrosion, and wear. It provides information on the processes involved in RCA and the charting methods that may be useful in RCA and ends with a description of various factors associated with failure prevention.

Failure analysis is a process that is performed in order to determine the causes or factors that have led to an undesired loss of functionality. This article is intended to demonstrate proper approaches to failure analysis work. The goal of the proper approach is to allow the most useful and relevant information to be obtained. The discussion covers the principles and approaches in failure analysis work, objectives and scopes of failure analysis, the planning stages for failure analysis, the preparation of a protocol for a failure analysis, practices used by failure analysts, and procedures of failure analysis.

Failure analysis is the process used to determine the cause of a failure. There is no definitive method for performing a failure analysis, and the method chosen is dependent upon the type of failure, the availability of background information, the tools available to perform the analysis, and the skills of the analyst. The information outlined in this article focuses on the general methodology while allowing for case-specific techniques to be utilized along the way. It covers the causes of failure, why a failure analysis is performed, the failure analysis process, the planning of failure analysis investigation, recommendations to prevent the need for a failure analysis, the implementation of product reviews, and forensic standards.

Machine vision, also referred to as computer vision or intelligent vision, is a means of simulating the image recognition and analysis capabilities of the human eye and brain system with digital techniques. The machine vision functionality is extremely useful in inspection, supervision, and quality control applications. This article presents a variety of machine vision functions for different purposes and provides a comparison of machine and human vision capabilities in a table. It discusses the processes of a machine vision system: image acquisition, image preprocessing, image analysis, and image interpretation. The article provides information on the uses of machine vision systems in three categories of manufacturing applications: visual inspection, identification of parts, and guidance and control applications.

The goal of using nondestructive evaluation (NDE) in conjunction with failure analysis is to obtain the most comprehensive set of data in order to characterize the details of the damage and determine the factors that allowed the damage to occur. The NDE results can be used to determine optimal areas upon which to focus for sectioning and metallography in order to further investigate the condition of the component. This article provides information on the inspection method available for failure analysis, including standard methods such as visual testing, penetrant testing, and magnetic particle testing. It covers the effects of various factors on the properties of the part that may impact failure analysis, describes the characterization of damage modes and crack sizes, and finally discusses the processes involved in application of NDE results to failure analysis.

This article provides a detailed account of the principles, instrumentation,and applications of x-ray photoelectron spectroscopy (XPS), a technique used for elemental and compositional analysis of surfaces and thin films. It reviews the nomenclature of energy states and sensitivity of electrons at the surface that are capable of producing peaks in XPS. Additionally, it presents information on the instrumentation and the preparation and mounting of samples for XPS analysis. The article explains qualitative analysis, namely, measuring of shifts in the binding energy of core electrons, multiplet splitting, and the Auger parameter; and quantitative analysis such as depth analysis carried out using XPS. It also discusses the applications of XPS with examples.

There are many reasons why plastic materials should not be considered for an application. It is the responsibility of the design/materials engineer to recognize when the expected demands are outside of what the plastic can provide during the expected life-time of the product. This article reviews the numerous considerations that are equally important to help ensure that part failure does not occur. It provides a quick review of thermoplastic and thermoset plastics. The article focuses primarily on thermoset materials that at room temperature are below their glass transition temperature. It describes the motivation for material selection and the goal of the material selection process. The use of material datasheets for material selection as well as the processes involved in plastic material selection and post material selection is also covered.

The design process for ceramic materials is more complex than that of metals because of low-strain tolerance, low fracture toughness and brittleness. The application of structural ceramics to engineering systems hinges on the functional benefits to be derived and is manifested in the conceptual design for acceptable reliability. This article discusses the design considerations for the use of structural ceramics for engineering applications. It describes the conceptual design and deals with fast fracture reliability, lifetime reliability, joints, attachments, interfaces, and thermal shock in detailed design procedure. The article provides information on the proof testing of ceramics, and presents a short note on public domain software that helps determine the reliability of a loaded ceramic component. The article concludes with several design scenarios for gas turbine components, turbine wheels, ceramic valves, and sliding parts.