Mechanical tests are performed to evaluate the durability of gears under load. Gear tooth failures occur in two distinct regions, namely, the tooth flank and the root fillet. This article describes the common failure modes such as scoring, wear, and pitting, on tooth flanks. Failures in root fillets are primarily due to bending fatigue but can be precipitated by sudden overloading (impact). The article presents contact stress computations for gear tooth flank and bending stress computations for root fillets. Specimen characterization is a critical part of any fatigue test program because it enables meaningful interpretation of the results. The article describes four areas of the characterizations: dimensional, surface finish/texture, metallurgical, and residual stress. The rolling contact fatigue test, single-tooth fatigue test, single-tooth single-overload test, and single-tooth impact test are some of the gear action simulating tests discussed in the article.

Testing and characterization of fatigue crack growth are used extensively to predict the rate at which subcritical cracks grow due to fatigue loading. ASTM standard E 647 is the accepted guideline for fatigue crack growth testing (FCGR) and is applicable to a wide variety of materials and growth rates. The two most widely used types of specimens are the middle-crack tension and compact-type specimens. This article describes the factors affecting the selection of appropriate geometries of these specimens: consideration of material availability and raw form, desired loading condition, and equipment limitations. Various crack measurement techniques, including optical, ultrasonic, acoustic emission, electrical, and compliance methods, are also reviewed. The article discusses the two major aspects of FCGR test analysis: to ensure suitability of the test data and to calculate growth rates from the data.

Analytical transmission electron microscopy (ATEM) is unique among materials characterization techniques as it enables essentially the simultaneous examination of microstructural features through high-resolution imaging and the acquisition of chemical and crystallographic information from small regions of the specimen. This article illustrates the effectiveness of the technique in solving materials problems. The first section of the article provides information on analytical electron microscope (AEM) and its basic operational characteristics as well as on electron optics, electron beam/specimen interactions and the generation of a signal, signal detectors, electron diffraction, imaging, x-ray microanalysis, electron energy loss spectroscopy, and sample preparation. The second section consists of 12 examples, each illustrating a specific type of materials problem that can be solved, at least in part, with AEM.

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.

X-ray powder diffraction (XRPD) techniques are used to characterize samples in the form of loose powders, aggregates of finely divided material or polycrystalline specimens. This article provides a detailed account of XRPD. It begins with a discussion on XRPD instrumentation and the techniques used to characterize samples. The article then describes the principles, advantages, and disadvantages of various types of powder diffractometers. A section on the Rietveld method of diffraction analysis is then presented. The article discusses various methods and procedures for qualifying and quantifying phase mixtures in powder samples. It provides information on typical sensitivity and experimental limits on precision of XRPD analysis and other systematic sources of errors that affect accuracy. Some of the factors pertinent to the estimation of crystallite size and defects are also presented. The article ends with a few application examples of XRPD.

This article focuses primarily on what an analyst should know about applying X-ray diffraction (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. The article describes the steps required to calibrate instrumentation and to validate stress measurement results. It presents a practical approach to sample selection and specimen preparation, measurement location selection, and measurement depth selection, as well as an outline on measurement validation. The article also provides information on stress-corrosion cracking and corrosion fatigue. The importance of residual stress in fatigue is described with examples. The article explains the effects of heat treatment and manufacturing processes on residual stress. It concludes with a section on the XRD stress measurements in multiphase materials and composites and in locations of stress concentration.

Fractography is the means and methods for characterizing a fractured specimen or component. This includes the examination of fracture-exposed surfaces and the interpretation of the fracture markings as well as the examination and interpretation of crack patterns. This article describes the former of these two parts of fractography. It presents the techniques of fractography and explains fracture markings using glass and ceramic examples. The article also discusses the fracture modes in ceramics and provides examples of fracture origins.

Metallographic techniques for ductile irons are similar to those for other cast irons but more difficult than for steels, because graphite retention is a challenging task. This article presents recommended procedures to prepare ductile irons. It discusses three contemporary approaches for preparing ductile cast iron specimens with a wide range of phases and constituents as well as variations in graphite morphologies. A wide variety of matrix microstructures can be obtained in ductile irons. Examples are presented using a variety of etchants. Control of the nodularity of graphite in ductile irons is critical to their performance. The article presents details concerning the characterization of the graphite nodules.

Differential scanning calorimetry (DSC) is the most common thermal technique for polymer characterization. This article provides a detailed account of the various factors and processes involved in DSC. The discussion covers the equipment used, specimen preparation process, calibration requirements, data analysis, and provides examples of the applications and interpretation of DSC.

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.

This article focuses on characterizing the fracture-surface appearance at the microscale and contains some discussion on both crack nucleation and propagation mechanisms that cause the fracture appearance. It begins with a discussion on microscale models and mechanisms for deformation and fracture. Next, the mechanisms of void nucleation and void coalescence are briefly described. Macroscale and microscale appearances of ductile and brittle fracture are then discussed for various specimen geometries (smooth cylindrical and prismatic) and loading conditions (e.g., tension compression, bending, torsion). Finally, the factors influencing the appearance of a fracture surface and various imperfections or stress raisers are described, followed by a root-cause failure analysis case history to illustrate some of these fractography concepts.

Quantitative fractography (QF) is the examination and characterization of fracture surfaces of failed or broken-open components and specimens. This article provides examples of the application of QF to evaluate real-life fatigue failures and also a comprehensive guideline chart for detecting and measuring fatigue striations and progression markings, with examples.

Fractography is the means and methods for characterizing a fractured specimen or component. This includes the examination of fracture-exposed surfaces and the interpretation of the fracture markings, and the examination and interpretation of crack patterns. This article deals primarily with the first of these two parts of fractography. Techniques of fractography are presented, fracture markings are explained using glass and ceramic examples, fracture modes in ceramics are discussed, and examples of fracture origins are given.

Optical metallography, one of the most common materials characterization techniques, uses visible light to magnify structural features of interest. This article discusses the use of optical methods to evaluate micro and macrostructure and relate it to process conditions and material behavior. It covers the steps involved in sample preparation, including sectioning, mounting, grinding, polishing, and etching, and presents several examples of macro and microanalysis on various metals and alloys.

Identification of alloys using quantitative chemical analysis is an essential step during a metallurgical failure analysis process. There are several methods available for quantitative analysis of metal alloys, and the analyst should carefully approach selection of the method used. The choice of appropriate analytical techniques is determined by the specific chemical information required, the condition of the sample, and any limitations imposed by interested parties. This article discusses some of the commonly used quantitative chemical analysis techniques for metals. The discussion covers the operating principles, applications, advantages, and disadvantages of optical emission spectroscopy (OES), inductively coupled plasma optical emission spectroscopy (ICP-OES), X-ray spectroscopy, and ion chromatography (IC). In addition, information on combustion analysis and inert gas fusion analysis is provided.

This article explores why structural element and subcomponent testing are conducted. It discusses the different types of failure modes in composites, and provides information on the testing methodology, fixturing, instrumentation, and data reporting. The article reviews various standard elements used to characterize composite materials for the various failure modes. Simple structural-element testing under in-plane unidirectional, multidirectional, and combined loading, as well as out-of-plane loading are discussed. Simple bolted and bonded joints, as well as data correlation are reviewed with analytical predictions. The article also provides a list of the ASTM testing standards applicable at the element level of testing for both polymer-matrix composites and metal-matrix composites. It concludes with a discussion on durability and damage tolerance testing.