This article provides a summary of the overall development of the finite element method (FEM) and its contribution to the materials forming industry. It presents an overview of FEM methodologies and applications in the order of their usage in typical manufacturing (bulk forming process) process sequence: primary materials processing, hot forging and cold forming, and product assembly. The article discusses the material fracture and dies stress analysis and presents the optimization techniques used in 2-D and 3-D preform die design.

Several methods are developed for the numerical solution of partial differential equations, namely, meshed-solution methods such as the finite-element method (FEM), finite-difference method, and boundary-element method; and numerical algorithms consisting of so-called meshed-solution methods. This article introduces the methods of so-called meshed solutions, with an emphasis on the FEM. It presents some basic differential equations that are used to model the responses of structures, components, processes, or systems with emphasis on continuum mechanics. The article provides an outline on the mathematical principles of solving differential equations. It also reviews linear structural problems to illustrate the concept of the FEMs.

The primary goal of failure analysis is to prevent the recurrence of product failures. This article discusses the sequence of activities in failure analysis and offers insight on how to gather background information, examine and assess damage, and identify the cause of the problem. It also explains where to look for evidence and how to collect samples for various types of testing. In addition, the article provides an introduction to fracture mechanics and explains how to predict and avoid fractures, including fatigue fracture, through testing and computational techniques.

This article discusses the deformation and viscoelastic characteristics of plastics as polymeric materials, focusing on the test methods used for the evaluation of their mechanical properties, methods available for analytically predicting the deformation response of polymers, and the effect of viscoelasticity on the test methods used. Two common ways of evaluating viscoelasticity of plastics are by means of creep experiments and dynamic mechanical experiments. Graphic or tabular analysis of test data, time-temperature superposition, and empirical correlation methods are commonly employed for analytical prediction of deformation characteristics of polymers.

A computational tool would require the contribution of the strengthening mechanisms of metallic material to be predicted and then summed in an appropriate way to derive an estimate of the tensile properties. This article focuses on the modeling of deformation mechanisms pertinent to structural materials, namely, solid-solution strengthening, age/precipitation hardening, dispersion strengthening, grain size reduction, strengthening from cold work, and strengthening from interfaces. It explains the application of predictive models in the atomistic modeling of dislocation structures and cast aluminum property prediction. The article concludes with information on the use of rules-based approaches and data-mining techniques for quantitative predictions of tensile properties.

This article outlines several polycrystal formulations commonly applied for the simulation of plastic deformation and the prediction of deformation texture. It discusses the crystals of cubic and hexagonal symmetry that constitute the majority of the metallic aggregates used in technological applications. The article defines the basic kinematic tensors, reports their relations, and presents expressions for calculating the change in crystallographic orientation associated with plastic deformation. It surveys some of the polycrystal models in terms of the relative strength of the homogeneous effective medium (HEM). The article analyzes the anisotropy predictions of rolled face-centered-cubic and body centered-cubic sheets and presents simulations of the axial deformation of hexagonal-close-packed zirconium. The applications of polycrystal constitutive models to the simulation of complex forming operations, through the use of the finite element method, are also presented.

Stress-corrosion cracking (SCC) is a form of corrosion and produces wastage in that the stress-corrosion cracks penetrate the cross-sectional thickness of a component over time and deteriorate its mechanical strength. Although there are factors common among the different forms of environmentally induced cracking, this article deals only with SCC of metallic components. It begins by presenting terminology and background of SCC. Then, the general characteristics of SCC and the development of conditions for SCC as well as the stages of SCC are covered. The article provides a brief overview of proposed SCC propagation mechanisms. It discusses the processes involved in diagnosing SCC and the prevention and mitigation of SCC. Several engineering alloys are discussed with respect to their susceptibility to SCC. This includes a description of some of the environmental and metallurgical conditions commonly associated with the development of SCC, although not all, and numerous case studies.

Nondestructive testing (NDT), also known as nondestructive evaluation (NDE), includes various techniques to characterize materials without damage. This article focuses on the typical NDE techniques that may be considered when conducting a failure investigation. The article begins with discussion about the concept of the probability of detection (POD), on which the statistical reliability of crack detection is based. The coverage includes the various methods of surface inspection, including visual-examination tools, scanning technology in dimensional metrology, and the common methods of detecting surface discontinuities by magnetic-particle inspection, liquid penetrant inspection, and eddy-current testing. The major NDE methods for internal (volumetric) inspection in failure analysis also are described.

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.

Tensile testing of fiber-reinforced composite materials is performed to determine uniaxial tensile strength, Young’s modulus, and Poisson’s ratio relative to principal material directions, and helps in the prediction of the properties of laminates. Beginning with an overview of the fundamentals of tensile testing of fiber-reinforced composites, this article describes environmental exposures that can occur during specimen preparation and testing. These include exposures during specimen preparation, and planned exposure such as moisture, damage (impact), and thermal cycling. The article also discusses the test methods of the four major types of mechanical testing of polymer-matrix composites: tensile, compression, flexural, and shear.

This article provides an overview of the capabilities of closed-die forging. One of the most important aspects of closed-die forging is proper design of preforming operations and of blocker dies to achieve adequate metal distribution. The article describes the effects of friction and lubrication in forging. It discusses the types of closed-die forgings, namely, blocker-type, conventional, and close-tolerance. The article illustrates the classification of forging shapes and explains how to predict the forging pressure and the control of die temperature during closed-die forging. It explains the use of heating equipment for closed-die forging and tabulates the maximum safe forging temperatures for carbon and alloy steels. The article concludes with a discussion on a trimming method used for closed-die forgings.

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 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 focuses on the modeling and simulation of cavitation phenomena. It summarizes the experimental observations of cavitation and reviews the modeling of cavity nucleation and growth. The article discusses the modeling of the cavity growth based on mesoscale and microscale under uniaxial versus multiaxial tensile-stress conditions. Mesoscale models incorporate the influence of local microstructure and texture on cavitation. The article outlines the descriptions of cavity coalescence and shrinkage. It also describes the simulation of the tension test to predict tensile ductility and to construct failure-mechanism maps.

This article discusses classification of foundry processes based on the molding medium, such as sand molds, ceramic molds, and metallic molds. Sand molds can be briefly classified into two types: bonded sand molds, and unbonded sand molds. Bonded sand molds include green sand molds, dry sand molds, resin-bonded sand molds, and sodium silicate bonded sand. The article describes the casting processes that use these molds, including the no-bake process, cold box process, hot box process, the CO2 process, lost foam casting process and vacuum molding process. The casting processes that use ceramic molds include investment casting, and plaster casting. Metallic molds are used in permanent mold casting, die casting, semisolid casting, and centrifugal casting.

X-ray diffraction (XRD) residual-stress analysis is an essential tool for failure analysis. This article focuses primarily on what the analyst should know about applying XRD residual-stress measurement techniques to failure analysis. Discussions are extended to the description of ways in which XRD can be applied to the characterization of residual stresses in a component or assembly and to the subsequent evaluation of corrective actions that alter the residual-stress state of a component for the purposes of preventing, minimizing, or eradicating the contribution of residual stress to premature failures. The article presents a practical approach to sample selection and specimen preparation, measurement location selection, and measurement depth selection; measurement validation is outlined as well. A number of case studies and examples are cited. The article also briefly summarizes the theory of XRD analysis and describes advances in equipment capability.

X-ray spectroscopy is generally accepted as the most useful ancillary technique that can be added to any scanning electron microscope (SEM), even to the point of being considered a necessity by most operators. While “stand-alone” x-ray detection systems are used less frequently in failure analysis than the more exact instrumentation employed in SEMs, the technology is advancing and is worthy of note due to its capability for nondestructive analysis and application in the field. This article begins with information on the basis of the x-ray signal. This is followed by information on the operating principles and applications of detectors for x-ray spectroscopy, namely energy-dispersive spectrometers, wavelength-dispersive spectrometers, and handheld x-ray fluorescence systems. The processes involved in x-ray analysis in the SEM and handheld x-ray fluorescence analysis are then covered. The article ends with a discussion on the applications of x-ray spectroscopy in failure analysis.

This article discusses the standard conduct of coating failure investigation. As each failure is different, a specific coating failure may require increased emphasis on a given step, or additional work and/or steps may be required. This article covers the following topics: obtaining and analyzing background information, preliminary determination of site conditions, inspection equipment requirements, coating failure site investigation, sampling techniques, sample chain of custody, coordination with the coatings laboratory, report preparation, and sample retention.

Failure analysis is a process of acquiring specified information regarding the appropriateness of the design of a part, the competence with which the various steps of its manufacture have been performed, any abuse suffered by it in packing and transportation, or the severity of service under which failure has occurred. Beginning with a discussion of the various stages of failure analysis of glass and ceramic materials, this article focuses on descriptive and quantitative fracture surface analysis techniques that are used in the examination of glass and surfaces created by fracture and the interpretation of the fracture markings seen on these surfaces. Details are provided for the procedures for locating fracture origins, determining direction of crack propagation, learning the sequence of crack propagation, deducing the stress state at the time of fracture, and observing interactions between crack fronts and inclusions, etc. A separate fractography terminology is provided in this article.