The study of the physical properties of ductile solids subjected to shock wave loading is undertaken to understand how the thermodynamic conditions and strain rate affect material response. This article presents a description of a range of possible experimental techniques to quantify the structure/property effects of planar shock waves on ductile materials (metals and alloys) due to the wave propagation through the material. The techniques include explosive-driven shock-loading methods, shock-loading methods using exploding foil and laser-driven impactors, gas/powder launcher-driven shock loading methods, and radiation-driven shock-loading methods. Design parameters for shock recovery fixtures, spallation fixtures, and the flyer-plate experiment, are also discussed.

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.

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.

All tool steels are heat treated to develop specific combinations of wear resistance, resistance to deformation or breaking under loads, and resistance to softening at elevated temperature. This article describes recommended heat treating practices, such as normalizing, annealing, austenitizing, quenching, preheating, and tempering commonly employed in certain steels. These are water-hardening tool steels, shock-resisting tool steels, oil-hardening cold-work tool steels, medium-alloy air-hardening cold-work tool steels, high-carbon high-chromium cold-work tool steels, hot-work tool steels, high-speed tool steels, low-alloy special-purpose tool steels, and mold steels. The article presents tables that list the temperature ranges, holding time, and hardness values for all of these heat treating processes.

Structural alloys are commonly subjected to a variety of thermal and thermomechanical loads. This article provides an overview of the experimental methods in thermal fatigue (TF) and thermomechanical fatigue (TMF) and presents experimental results on the structural materials that have been considered in TF and TMF research. Life prediction models and constitutive equations suited for TF and TMF are covered. The structural materials discussed include carbon steels, low-alloy steels, stainless steels, aluminum alloys, and nickel-base high-temperature alloys. The article explains crack initiation and crack propagation in TF and TMF. It describes thermal ratcheting and thermal shock behavior of structural metallic materials. The article concludes with information on life prediction of structural materials under TF and TMF.

Impact tests are used to study dynamic deformation and failure modes of materials. This article discusses low-velocity impact experiments in single-stage gas guns. It describes surface velocity measurements with laser interferometric techniques. The article details plate impact soft-recovery experiments, pressure-shear friction experiments, and low-velocity penetration experiments. It reviews two types of plate impact soft-recovery experiments: normal plate impact and pressure-shear plate impact experiments. The article provides information on low-velocity penetration experiments, which include the setup for direct penetration experiment (rod-on-plate) and the reverse penetration experiment (plate-on-rod). It also considers high-temperature plate impact testing and impact techniques with in-material stress and velocity measurements.

Steel springs are made in many types, shapes, and sizes, ranging from delicate hairsprings for instrument meters to massive buffer springs for railroad equipment. The primary focus of this article is small steel springs that are cold wound from wire. Wire springs are of four types: compression springs (including die springs), extension springs, torsion springs, and wire forms. Chemical composition, mechanical properties, surface quality, availability, and cost are the principal factors to be considered in selecting steel for springs. Both carbon and alloy steels are used extensively. The three types of wire used in the greatest number of applications of cold formed springs are hard-drawn spring wire, oil tempered wire and music wire. Residual stresses can increase or decrease the strength of a spring material, depending on their direction. Steel springs are often electroplated with zinc or cadmium to protect them from corrosion and abrasion. Although some hot-wound springs are made of steels that are also used for cold-wound springs, hot-wound springs are usually much larger, which results in significant metallurgical differences. All spring design is based on Hooke’s law; charts and formulas are available to aid in the design of springs.

This article focuses on the mechanisms and common causes of failure of metal components in lifting equipment in the following three categories: cranes and bridges, particularly those for outdoor and other low-temperature service; attachments used for direct lifting, such as hooks, chains, wire rope, slings, beams, bales, and trunnions; and built-in members such as shafts, gears, and drums.

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 discusses the classification of sliding bearings and describes the major groups of soft metal bearing materials: babbitts, copper-lead bearing alloys, bronze, and aluminum alloys. It provides a discussion on the methods for fluid-film lubrication in bearings. The article presents the variables of interest for a rotating shaft and the load-carrying capacity and surface roughness of bearings. Grooves and depressions are often provided in bearing surfaces to supply or feed lubricant to the load-carrying regions. The article explains the effect of contaminants in bearings and presents the steps for failure analysis of sliding bearings. It also reviews the factors responsible for bearing failure with examples.

This article describes die wear and failure mechanisms, including thermal fatigue, abrasive wear, and plastic deformation. It summarizes the important attributes required for dies and the properties of the various die materials that make them suitable for particular applications. Recommendations on the selection of the materials for hot forging, hot extrusion, cold heading, and cold extrusion are presented. The article discusses the methods of characterizing abrasive wear and factors affecting abrasive wear. It discusses various die coatings and surface treatments used to extend the lives of dies: alloying surface treatments, micropeening, and electroplating.

This article reviews high strain rate compression and tension test methods with a focus on the general principles, advantages, and limitations of each test method. The compression test methods are cam plastometer test, drop tower compression test, the Hopkinson bar in compression, and rod impact (Taylor) test. The flyer plate impact test, expanding ring test, split-Hopkinson bar in tension, and a test using a rotating wheel used for high strain rate tension are also discussed.

Resistance welding (RW) encompasses many variations on the basic theme of local Joule heating while an external pressure is applied. This article provides an overview of the most generally applied RW processes, followed by a discussion on the general design aspects of various resistance-welded joints. The various resistance-welded joints include spot welds, projection welds, seam welds, and butt welds. The article explains the relative contributions of the Joule, Peltier, and Thomson effects for typical RW scenarios. It concludes with information on the electrode “follow” behavior.

This article commences with a brief introduction on the hardenability of carburized steels, and then reviews the factors used in the selection of carburizing steels and heat treatment methods. The factors include quench medium, stress considerations, case depth, and type of case. The article provides information on steels for carburized gears with emphasis on gear design requirements, selection process, selection of carbon content, case and core hardness, microstructure, and toughness and short-cycle fatigue.

This article is concerned with gear tooth failures influenced by friction, lubrication, and wear, and especially those failure modes that occur in wind-turbine components. It provides a detailed discussion on wear (including adhesion, abrasion, polishing, fretting, and electrical discharge), scuffing, and Hertzian fatigue (including macropitting and micropitting). Details for obtaining high lubricant specific film thickness are presented. The article describes the selection criteria for lubricants, such as oil, grease, adhesive open gear lubricant, and solid lubricants. It discusses the applications of oil and gear lubricants and the types of standardized gear tests. The article presents some recommendations for selecting lubricants and lubricant viscosity for enclosed gear. It provides some examples of failure modes that commonly occur on gears and bearings in wind turbine gearboxes.

This article describes the techniques involved in measuring the high-strain-rate stress-strain response of materials using a split-Hopkinson pressure bar (SHPB). It focuses on the generalized techniques applicable to all SHPBs, whether compressive, tensile, or torsion. The article discusses the methods of collecting and analyzing compressive high-rate mechanical property data. A review of the critical experimental variables that must be controlled to yield valid and reproducible high-strain-rate stress-strain data is also included. Comparisons and contrasts to the differences invoked when using a tensile Hopkinson bar in terms of loading technique, sample design, and stress-state stability, are discussed.

Gears can fail in many different ways, and except for an increase in noise level and vibration, there is often no indication of difficulty until total failure occurs. This article reviews the major types of gears and the basic principles of gear-tooth contact. It discusses the loading conditions and stresses that effect gear strength and durability. The article provides information on different gear materials, the common types and causes of gear failures, and the procedures employed to analyze them. Finally, it presents a chosen few examples to illustrate a systematic approach to the failure examination.

The choice of heat treatment depends on the service requirements of a given bearing and how the bearing will be made. This article describes the design parameters, material characteristics required to sustain performance characteristics, metallurgical properties, and dimensional stability. It also provides a description of various extensively-used heat treatment processes, namely, carburizing, carbonitriding, induction surface hardening, and nitriding associated with various bearings. In addition, the artic