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.

Environmental and worker health regulations have increased the costs associated with cadmium coating application and cadmium-beating waste disposal, thus creating economic incentives for industrial users to seek cadmium plating replacements. This article presents a cadmium replacement identification matrix that includes information on the specifications, corrosion control performance, environment-assisted cracking, coating lubricity, environmental and worker health regulations, and cost and performance factors for various replacement processes.

Fretting is a wear phenomenon that occurs between two mating surfaces; initially, it is adhesive in nature, and vibration or small-amplitude oscillation is an essential causative factor. Fretting generates wear debris, which oxidizes, leading to a corrosion-like morphology. This article focuses on fretting wear related to debris formation and ejection. It reviews the general characteristics of fretting wear, with an emphasis on steel. The review covers fretting wear in mechanical components, various parameters that affect fretting; quantification of wear induced by fretting; and the experimental results, map approach, measurement, mechanism, and prevention of fretting wear. This review is followed by several examples of failures related to fretting wear.

This article reviews the general characteristics of fretting wear in mechanical components with an emphasis on steel. It focuses on the effects of physical variables and the environment on fretting wear. The variables include the amplitude of slip, normal load, frequency of vibration, type of contact and vibration, impact fretting, surface finish, and residual stresses. The form, composition, and role of the debris are briefly discussed. The article also describes the measurement, mechanism, and prevention of fretting wear. It concludes with several examples of failures related to fretting wear.

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.

This article is dedicated to the fields of mechanical engineering and machine design. It also intends to give a nonexhaustive view of the preventive side of the failure analysis of rolling-element bearings (REBs) and of some of the developments in terms of materials and surface engineering. The article presents the nomenclature, numbering systems, and worldwide market of REBs as well as provides description of REBs as high-tech machine components. It discusses heat treatments, performance, and properties of bearing materials. The processes involved in the examination of failed bearings are also explained. Finally, the article discusses in detail the characteristics and prevention of the various types of failures of REBs: wear, fretting, corrosion, plastic flow, rolling-contact fatigue, and damage. The article includes an Appendix, which lists REB-related abbreviations, association websites, and ISO standards.

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.

Reaming is a machining operation in which a rotary tool takes a light cut to improve the accuracy of the round hole and reduce the roughness of the hole surface. This article describes its process capabilities and provides information on workpiece material and hardness, as well as the machines used. Reamer materials and design, speed and feed, bushings and fixtures, and cutting fluids used are also discussed. The article outlines the factors to be considered while selecting a reamer. It also discusses the applications of the principle types of reamers, namely, straight-flute chucking, spiral-flute chucking, adjustable, end-cutting, shell, floating-blade, gun, and special-purpose reamers, with examples.