This article reviews the common methods of shear and multiaxial testing for the evaluation of engineering components such as fasteners and mill products. It discusses shear test methods, including through-thickness tests, in-plane shear tests, and double-notched shear test. The article provides information on torsional (rotational shear) tests as well as the basic equipment and setup of torsion testing. Motors, twist and torque transducers, torque sensors, and heating systems as well as the specimen preparation procedure are also discussed.

Torsion tests can be carried out on most materials, using standard specimens, to determine mechanical properties such as modulus of elasticity in shear, yield shear strength, ultimate shear strength, modulus of rupture in shear, and ductility. This article discusses the torsional deformation of prismatic bars of circular cross-section and torsional response of prismatic bars of noncircular cross-section. It analyzes the elastic deformation, plastic deformation, and the effect of strain rate on plastic deformation. The article describes the theory of anisotropy in plastic torsion and the various components of a torsion testing machine. These include drive system, test section, torque and rotational displacement transducers, and rigid frame.

This article reviews the dynamic factors, experimental methods and setup, and result analysis of different types of high strain rate shear tests. These include high strain rate torsion testing, double-notch shear testing and punch loading, drop-weight compression shear testing, thick-walled cylinder testing, and pressure-shear plate impact testing.

This article provides a discussion on the generation of an incident wave with the help of the stored-torque torsional Kolsky bar and explosively loaded torsional Kolsky bar. It examines the procedures followed for measuring the waves in these bars. The article compares the compression Kolsky bar with the torsional Kolsky bar. It includes information on the various application areas of torsional Kolsky bar: limitations on strain rate, low- and high-temperature testing, quasi-static and incremental strain-rate testing, and localization and shear-banding experiments.

This article discusses the equipment design, procedures, experimental considerations, and interpretation of the torsion tests used to establish workability. It describes the application of torsion testing to obtain flow-stress data and to gage fracture-controlled workability and flow-localization-controlled failure. The article discusses the torsion test used to establish the processing parameters that are required to produce the desired microstructures.

An integral aspect of designing and material selection is the use of mechanical properties derived from various mechanical testing. This article introduces the basic concepts of mechanical design and its relation with the properties derived from various mechanical testings, namely, tensile, compressive, hardness, torsion and bend, shear load, shock, and fatigue and creep testings. It describes the design criteria for combined properties derived from each of the mechanical testing. The article concludes with a discussion on the effect of environment on the mechanical properties.

This article summarizes the types of hot working simulation tests such as hot tension, compression, and torsion testing used in the assessment of workability. It illustrates the use of hot torsion testing for the optimization of hot working processes. The article concludes with information on some hot torsion application examples.

Rheology is defined as the study of the flow and deformation of matter. This article begins with an examination of flow behavior. It describes the geometries and methods employed for rheological testing of polymers in their molten state. It also discusses materials that are predominantly in the solid state and the methods employed for solids testing. Examples of unidirectional and dynamic oscillatory testing are provided for different mechanical behaviors.

High strain rate testing is important for many engineering structural applications and metalworking operations. This article describes various methods for high strain rate testing. Several methods have been developed, starting with the pioneering work of John Hopkinson and his son, Bertram Hopkinson. Based on these contributions and also on an important paper by R.M. Davies, H. Kolsky invented the split-Hopkinson pressure bar, which allows the deformation of a sample of a ductile material at a high strain rate, while maintaining a uniform uniaxial state of stress within the sample.

The main objective for the study of combined-stress fatigue is to obtain fatigue data for axles and to find the criterion for fatigue limit under combined stress. This article begins with a description of the stress states of combined stress and stress fields near crack tips. It provides an account of the various biaxial and multiaxial fatigue testing methods, specimen geometries, and stress intensity factors important in the study multiaxial fatigue. Widely used test methods are the torsion-rotating bending fatigue test and biaxial and triaxial fatigue tests. Common specimen geometries include rectangular plate specimens, cruciform specimens, compact tension shear specimens, compact shear specimens, mode II crack growth specimen, circumferentially notched cylindrical specimens, tubular specimens containing a slit, and solid cylindrical specimens containing a small hole or initial crack.

Aluminum wrought products, castings, welds, and fasteners are used in many structural applications where they are required to safely support a load. It is useful to design aluminum structural components with its structural properties in mind from conceptualization rather than attempting to mimic components of other materials. This article discusses design specifications, design requirements and methods, and material properties used in aluminum structural design. These properties include tensile yield strength and tensile ultimate strength, welding, and ductility. The article describes various factors that affect the strength of two categories of aluminum structural components, namely members and connections. Design requirements for aluminum bolts, rivets, screws, and pins are provided. The article concludes with a discussion on the considerations for serviceability, namely deflections and vibrations.

Damping is the energy dissipation properties of a material or system under cyclic stress. The vibrational and damping characteristics of composites are important in many applications, including ground-based and airborne vehicles, space structures, and sporting goods. This article describes the damping characteristics of unidirectional composites, when they are subjected to longitudinal shear, longitudinal tension/compression, and transverse tension/compression. It presents equations that govern the overall damping capacity of beams that are cut from laminated plates. The article discusses the effect of temperature on damping and provides information on the relationship between damping and strength.

This article begins with a description of the classes and grades of ductile iron. It discusses the factors affecting the mechanical properties of ductile iron. The article reviews the hardness properties, tensile properties, shear and torsional properties, compressive properties, fatigue properties, fracture toughness, and physical properties of ductile iron and compares them with other cast irons to aid the designer in materials selection. It concludes with information on austempered ductile iron.

Ductile iron, also known as nodular iron or spheroidal graphite iron, is second to gray iron in the amount of casting produced. This article discusses the common grades of ductile iron that differ primarily by the matrix structure that contains the spherical graphite. The grades of ductile iron designated by their tensile properties in the specification ASTM A536 are presented in a table. The article various reviews factors, such as microstructure, composition, and section effect, affecting the mechanical properties of ductile iron. It discusses the hardness properties, tensile properties, shear and torsional properties, damping capacity, compressive properties, fatigue properties, and fracture toughness of ductile iron. The article concludes with information on the applications of austempered ductile iron.

This article describes concepts and tools that can be used by the failure analyst to understand and address deformation, cracking, or fracture after a stress-related failure has occurred. Issues related to the determination and use of stress are detailed. Stress is defined, and a procedure to deal with stress by determining maximum values through stress transformation is described. The article provides the stress analysis equations of typical component geometries and discusses some of the implications of the stress analysis relative to failure in components. It focuses on linear elastic fracture mechanics analysis, with some mention of elastic-plastic fracture mechanics analysis. The article describes the probabilistic aspects of fatigue and fracture. Information on crack-growth simulation of the material is also provided.

This article reviews the various types of mechanical testing methods, including hardness testing; tension testing; compression testing; dynamic fracture testing; fracture toughness testing; fatigue life testing; fatigue crack growth testing; and creep, stress-rupture, and stress-relaxation testing. Shear testing, torsion testing, and formability testing are also discussed. The discussion of tension testing includes information about stress-strain curves and the properties described by them.

This article describes the underlying fundamentals, applications, the relevance and necessity of performing proper stress analysis in conducting a failure analysis. It presents an introduction to the stress analysis of bodies containing crack-like imperfections and the topic of fracture mechanics. The fracture mechanics approach is an important part of stress analysis at the tips of sharp cracks or discontinuities. The article reviews fracture mechanics concepts, including linear elastic fracture mechanics, elastic-plastic fracture mechanics, and subcritical fracture mechanics. It also provides information on the applications of fracture mechanics in failure analysis.

This article describes three design-life methods or philosophies of fatigue, namely, infinite-life, finite-life, and damage tolerant. It outlines the three stages in the process of fatigue fracture: the initial fatigue damage leading to crack initiation, progressive cyclic growth of crack, and the sudden fracture of the remaining cross section. The article discusses the effects of loading and stress distribution on fatigue cracks, and reviews the fatigue behavior of materials when subjected to different loading conditions such as bending and loading. The article examines the effects of load frequency and temperature, material condition, and manufacturing practices on fatigue strength. It provides information on subsurface discontinuities, including gas porosity, inclusions, and internal bursts as well as on corrosion fatigue testing to measure rates of fatigue-crack propagation in different environments. The article concludes with a discussion on rolling-contact fatigue, macropitting, micropitting, and subcase fatigue.

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.