This article reviews the most common reasons for failures and the purpose of a failure investigation. It discusses the nine steps for the organization of a good failure investigation. The three basic tools that are helpful in any failure investigation, namely, a fault tree, a failure mode assessment chart, and a technical plan for resolution chart, are reviewed. The article briefly describes failure investigation pitfalls and concludes with information on the other common tools used for failure investigation and root cause determination.

Risk and hazard analysis can be effectively used during design reviews to provide valuable feedback to the design to avoid failures. This article discusses the types of risks, namely, real risk, statistical risk, predicted risk, and perceived risk. It describes the principle and technical methods of risk/hazard analysis practiced in the industry to identify possible hazards and the resources necessary to avoid or reduce risks. These methods include the failure mode and effect analysis, fault tree analysis, event tree analysis, risk/benefit analysis, safety analysis, and probabilistic estimates.

The basic quality analysis tools are cause-and-effect diagrams, check sheets, control charts, histograms, Pareto charts, scatter diagrams, and run charts. This article reviews how basic quality analysis tools are built upon to become a more advanced set of quality tools. It describes the advanced quality tools: advanced product quality planning, failure mode and effects analysis, control planning, measurement systems analysis, lean tools, statistical process control, production viability and tryout, and Six Sigma.

This article discusses the organization required at the outset of a failure investigation and provides a methodology with some organizational tools. It focuses on the use of problem-solving tools such as a fault tree analysis combined with critical thinking. The discussion covers nine steps to organize a good failure investigation. They are as follows: understand and negotiate goals of the investigation, obtain a clear understanding of the failure, identify all possible root causes, objectively evaluate the likelihood of each root cause, converge on the most likely root cause(s), objectively and clearly identify all possible corrective actions, objectively evaluate each corrective action, select optimal corrective action(s), and evaluate effectiveness of selected corrective action(s). Common problems detrimental to a failure investigation are also covered.

This article discusses Allenby's two streams for environmental aspects of design: generic and specific concerns. Generic concerns include guidelines that provide the structure in which specific techniques can be developed and used. Specific methods are environmentally responsible for design and specific information that engineers can use. These methods include life cycle assessment, environmental impact assessment, quality function deployment, design for “X”, failure modes and effects analysis, and design for disassembly.

Reliability-centered maintenance (RCM) is a systematic methodology for preventing failures. This article begins by discussing the history of RCM and uses Society of Automotive Engineers (SAE) all-industry standard JA1011 as its model to describe the key characteristics of an RCM process. It then expands on questions involved in RCM process, offering definitions when necessary. Next, the article describes the approach of RCM to failure modes and effects analysis (FMEA), the failure management policies available under RCM, and the criteria of RCM for deciding when a specific failure management policy is technically feasible. Then, after discussing the ways that RCM classifies failure effects in terms of consequences, it describes how RCM uses failure consequences to identify the best failure management policy for each failure mode. Next, the building blocks of RCM are put together to create a failure management program. The article ends with a discussion on some practical issues pertaining to RCM that lie outside the scope of SAE JA1011.

Reliability-centered maintenance (RCM) is a systematic methodology for preventing failures. This article discusses the history of RCM and describes the key characteristics of an RCM process, which involves asking seven questions. The first four questions comprise a form of failure modes and effects analysis (FMEA), and therefore, the article explains the approach of RCM to FMEA and the failure management policies available under RCM. It reviews the ways that RCM classifies failure effects in terms of consequences and details how RCM uses failure consequences to identify the best failure management policy for each failure mode. The article concludes with a discussion on some practical issues pertaining to RCM that lie outside the scope of SAE JA1011.

This article begins with a review of the purposes of mechanical characterization tests and the general considerations related to the mechanical properties of anisotropic systems, specimen fabrication, equipment and fixturing, environmental conditioning, and analysis of test results. It provides information on the specimen preparation, instrumentation, and procedures for various mechanical test methods of fiber-reinforced composites. These include the compression test, flexure test, shear test, open hole tension test, and compression after impact test. The article describes three distinct fracture modes, namely, crack opening mode, shearing mode, and tearing mode. It presents an overview of fatigue testing and fatigue damage mechanisms of composite materials and reviews the types of mechanical measurements that can be made during the course of testing to assess fatigue damage. The article concludes with a discussion on the split-Hopkinson pressure bar test.

This article describes the two critical goals in a failure investigation: damage mechanisms and damage modes. It explains the determination of primary and secondary damage mechanisms and discusses the methodology used to classify the damage mechanisms.

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.

Materials selection is closely related to the objectives of failure analysis and prevention. This article briefly reviews the general aspects of materials selection as a concern in both proactive failure prevention during design and as a possible root cause of failed parts. Coverage is more conceptual, with general discussions on the following topics: design and failure prevention, materials selection in design, materials selection for failure prevention, and materials selection and failure analysis. Because materials selection is just one part of the design process, the overall concept of design is discussed. The article also describes the role of the materials engineer in the design and materials selection process. It provides information on the significance of materials selection in both the prevention and analysis of failures.

Materials selection is an important engineering function in both the design and failure analysis of components. This article briefly reviews the general aspects of materials selection as a concern in proactive failure prevention during design and as a possible root cause of failed parts. It discusses the overall concept of design and describes the role of the materials engineer in the design and materials selection process. The article highlights the significance of materials selection in both the prevention and analysis of failures.

Statistics are extremely important tools in the operation of press shops, providing numerical process analysis capabilities. The most common use of statistics in the press shop is statistical process control (SPC) that uses statistical techniques such as control charts to analyze a process or its output to enable appropriate actions to be taken to achieve and maintain a state of statistical control. This article discusses the role of statistics in sheet metal forming operations, both in terms of SPC techniques, such as control charting, statistical deformation control, and experimental design, including single-variable studies, multivariable studies, and Taguchi experiments.

The intent of this article is to assist the failure analyst in understanding the underlying engineering design process embodied in a failed component or system. It begins with a description of the mode of failure. This is followed by a section providing information on the root cause of failure. Next, the article discusses the steps involved in the engineering design process and explains the importance of considering the engineering design process. Information on failure modes and effects analysis is also provided. The article ends with a discussion on the consequence of management actions on failures.

With regard to documentation and photography of a catastrophic event, the field investigator's duties are fundamentally different from those of the laboratory-based analyst, even though both share the same goals. This article presents a case study on documentation considerations during the field investigation. It provides a detailed discussion on the general procedure to downselect from a multicomponent assemblage to a set of potential primary failed components. The article describes visual examination in macrofractography.

This article describes design factors for products used in engineering applications. The article groups these factors into three categories: functional requirements, analysis of total life cycle, and other major factors. These categories intersect and overlap, constituting a major challenge in engineering design. Performance specifications, risk and hazard analysis, design process, design for manufacture and assembly, design for quality, reliability in design, and redesign are considered for functional requirements. Life-cycle analysis considers raw-material extraction from the earth and product manufacture, use, recycling (including design for recycling), and disposal. The other major factors considered include evaluation of the current state of the art for a given design, designing to codes and standards, and human factors/ergonomics.

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.

This article provides an overview of the safety aspects and integrity concept for pressure vessels, piping, and tubing. It focuses on the fracture mechanics approaches used to validate components with longitudinal cracks and circumferential cracks and to analyze crack growth behavior under cyclic loading. Full-scale testing facilities and the typical test results required for various applications are discussed. The article also presents information on the transferability of mechanical properties of materials.