Mechanical testing is an evaluative tool used by the failure analyst to collect data regarding the macro- and micromechanical properties of the materials being examined. This article provides information on a few important considerations regarding mechanical testing that the failure analyst must keep in mind. These considerations include the test location and orientation, the use of raw material certifications, the certifications potentially not representing the hardware, and the determination of valid test results. The article introduces the concepts of various mechanical testing techniques and discusses the advantages and limitations of each technique when used in failure analysis. The focus is on various types of static load testing, hardness testing, and impact testing. The testing types covered include uniaxial tension testing, uniaxial compression testing, bend testing, hardness testing, macroindentation hardness, microindentation hardness, and the impact toughness test.

Fatigue failures may occur in components subjected to fluctuating (time-dependent) loading as a result of progressive localized permanent damage described by the stages of crack initiation, cyclic crack propagation, and subsequent final fracture after a given number of load fluctuations. This article begins with an overview of fatigue properties and design life. This is followed by a description of the two approaches to fatigue, namely infinite-life criterion and finite-life criterion, along with information on damage tolerance criterion. The article then discusses the characteristics of fatigue fractures followed by a discussion on the effects of loading and stress distribution, and material condition on the microstructure of the material. In addition, general prevention and characteristics of corrosion fatigue, contact fatigue, and thermal fatigue are also presented.

Stress-corrosion cracking (SCC) occurs under service conditions, which can result, often without any prior warning, in catastrophic failure. Hydrogen embrittlement is distinguished from stress-corrosion cracking generally by the interactions of the specimens with applied currents. To determine the susceptibility of alloys to SCC and hydrogen embrittlement, several types of testing are available. This article describes the constant extension testing, constant load testing, constant strain-rate testing for smooth specimens and precracked or notched specimens of SCC. It provides information on the cantilever beam test, wedge-opening load test, contoured double-cantilever beam test, three-point and four-point bend tests, rising step-load test, disk-pressure test, slow strain-rate tensile test, and potentiostatic slow strain-rate tensile test for hydrogen embrittlement.

Recrystallization is to a large extent responsible for their final mechanical properties. This article commences with a discussion on static recrystallization (SRX) and dynamic recrystallization (DRX). The DRX includes continuous dynamic recrystallization (CDRX) and discontinuous dynamic recrystallization (DDRX). The article discusses the assumptions and simplifications for the Avrami analysis. It describes the effects of nucleation and growth rates on recrystallization kinetics and recrystallized grain size based on the Johnson-Mehl-Avrami-Kolmogorov model for static recrystallization. The article reviews the kinetics of DRX with the aid of the Avrami relations. It considers the basic framework of the mesoscale approach for DDRX, including the three basic equations for grain size changes, strain hardening and dynamic recovery, and nucleation. The article explains the mesoscale approach for CDRX to predict microstructural evolutions occurring during hot deformation, along with an illustration of the main features of the CDRX mesoscale model.

This article describes some of the mechanical/ electrochemical phenomena related to the in vivo degradation of metals used for biomedical applications. It discusses the properties and failure of these materials as they relate to stress-corrosion cracking (SCC) and corrosion fatigue (CF). The article presents the factors related to the use of surgical implants and their deterioration in the body environment, including biomedical aspects, chemical environment, and electrochemical fundamentals needed for characterizing CF and SCC. It provides a discussion on the use of metallic biomaterials in surgical implant applications, such as orthopedic, cardiovascular surgery, and dentistry. It addresses the key issues related to simulation of the in vivo environment, service conditions, and data interpretation. Theses include frequency of dynamic loading, electrolyte chemistry, applicable loading modes, cracking mode superposition, and surface area effects. The article describes the fundamentals of CF and SCC, testing methodology, and test findings from laboratory, in vivo, and retrieval studies.

Babbitting is a process by which relatively soft metals are bonded chemically or mechanically to a stronger shell or stiffener which supports the weight and torsion of a rotating, oscillating, or sliding shaft. This article focuses on workpiece preparation and babbitting methods. Prior to casting, the workpiece must be scrupulously prepared by various cleaning, fluxing, and tinning steps. Babbitting of bearing shells can be accomplished by three methods, namely, static babbitting, centrifugal casting, and metal spray babbitting.

Additives for plastics and elastomers are used to increase the ease of processing and to improve the properties of the final product. Additives improve processing characteristics by increasing lubricity and by stabilizing the polymer. Additives that improve properties include those that decrease static charge development and microbial activity and those that improve flame retardation characteristics, color, light stability, impact resistance, density and mechanical properties. This article focuses on the additives for polymers and elastomers that are used for improving processing--blowing agents, mold-release agents, lubricants, plasticizers, and heat stabilizers--and for improving properties antimicrobials, antioxidants, antistatic agents, colorants, fillers and fiber reinforcements, flame retardants, impact modifiers, light stabilizers, plasticizers, and heat stabilizers. Furthermore, it discusses the method for addition of these additives and the problems faced during compounding.

This article reviews the general aspects of microstructure evolution during thermomechanical processing. The effect of thermomechanical processing on microstructure evolution is summarized to provide insight into the aspect of process design. The article provides information on hot working and key processes that control microstructure evolution: dynamic recovery, static recovery, recrystallization, and grain growth. Some of the key phenomenological descriptions of plastic flow and microstructure evolution are also summarized. The article concludes with a discussion on the modeling of microstructure evolution.

Gas analysis by mass spectrometry, or gas mass spectrometry, is a general technique using a family of instrumentation that creates a charged ion from a gas phase chemical species and measures the mass-to-charge ratio. This article covers gas analysis applications that do not use chromatographic separation to physically isolate components of the sample prior to analysis. It is intended to provide an understanding of gas analysis instrumentation and terminology that will help make informed decisions in choosing an instrument and methodology appropriate for the data needed. Mass-analyzer technologies for gas mass spectrometry, namely quadrupole mass filters, magnetic sector mass filters, and time-of-flight mass analyzers are covered. Common factors to consider in choosing an analyzer for static or continuous gas measurement are also described. In addition, the article presents some examples of applications of gas mass spectrometry.

Distortion often is observed in the analysis of other types of failures, and consideration of the distortion can be an important part of the analysis. This article first considers that true distortion occurs when it was unexpected and in which the distortion is associated with a functional failure. Then, a more general consideration of distortion in failure analysis is introduced. Several common aspects of failure by distortion are discussed and suitable examples of distortion failures are presented for illustration. The article provides information on methods to compute load limits, errors in the specification of the material, and faulty process and their corrective measures to meet specifications. It discusses the general process of material failure analysis and special types of distortion and deformation failure.

This article discusses the significant factors in the selection of forging equipment for a particular process. It describes the characteristics of forging hydraulic presses, mechanical presses, screw presses, and hammers. The article discusses the significant characteristics of these machines that comprise all machine design and performance data, which are pertinent to the economic use of the machines, including the characteristics for load and energy, time-related characteristics, and characteristics for accuracy.

Thermoelastic stress analysis (TSA) an increasingly popular infrared (IR)-based technique for measuring stress on the surface of a part subjected to time-varying loads. This article begins by providing a theoretical and historical background of thermoelastic stress analysis. It then describes infrared detectors, such as quantum detectors and thermal/nonquantum detectors, for thermoelastic stress analysis. The article discusses the theoretical aspects for producing thermoelastic stress analysis data and the applications amenable to thermoelastic stress analysis. It concludes with information on the qualitative applications of thermoelastic stress analysis.

This article aims to identify and illustrate the types of overload failures, which are categorized as failures due to insufficient material strength and underdesign, failures due to stress concentration and material defects, and failures due to material alteration. It describes the general aspects of fracture modes and mechanisms. The article briefly reviews some mechanistic aspects of ductile and brittle crack propagation, including discussion on mixed-mode cracking. Factors associated with overload failures are discussed, and, where appropriate, preventive steps for reducing the likelihood of overload fractures are included. The article focuses primarily on the contribution of embrittlement to overload failure. The embrittling phenomena are described and differentiated by their causes, effects, and remedial methods, so that failure characteristics can be directly compared during practical failure investigation. The article describes the effects of mechanical loading on a part in service and provides information on laboratory fracture examination.

Hydrogen damage is a term used to designate a number of processes in metals by which the load-carrying capacity of the metal is reduced due to the presence of hydrogen. This article introduces the general forms of hydrogen damage and provides an overview of the different types of hydrogen damage in all the major commercial alloy systems. It covers the broader topic of hydrogen damage, which can be quite complex and technical in nature. The article focuses on failure analysis where hydrogen embrittlement of a steel component is suspected. It provides practical advice for the failure analysis practitioner or for someone who is contemplating procurement of a cost-effective failure analysis of commodity-grade components suspected of hydrogen embrittlement. Some prevention strategies for design and manufacturing problem-induced hydrogen embrittlement are also provided.

Metalworking is one of the three major technologies used to fabricate metal products. This article tabulates the classification of metal forming processes. It discusses different types of metalworking equipment, including rolling mills, ring-rolling machines, and thread-rolling and surface-rolling machines. The article outlines the significant characteristics of pressing-type machines: load and energy characteristics, time-related characteristics, and accuracy characteristics. It summarizes different specialized processes such as advanced roll-forming methods, equal-channel angular extrusion, incremental forging, and microforming. The article describes the thermomechanical processing of nickel- and titanium-base alloys and concludes with information on the advancements in process simulation.

When complex designs, transient loadings, and nonlinear material behavior must be evaluated, computer-based techniques are used. This is where the finite-element analysis (FEA) is most applicable and provides considerable assistance in design analysis as well as failure analysis. This article provides a general view on the applicability of finite-element modeling in conducting analyses of failed components. It highlights the uses of finite-element modeling in the area of failure analysis and design, with emphasis on structural analysis. The discussion covers the general development and both general- and special-purpose applications of FEA. The special-purpose applications of FEA covered are piping and pressure vessel analysis, impact analysis, and microelectronic and microelectromechanical systems analysis. The article provides case histories that involved the use of FEA in failure analysis.

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.

Titanium and its alloys have been used extensively in a wide variety of implant applications, such as artificial heart pumps, pacemaker cases, heart valve parts, and load-bearing bone or hip joint replacements or bone splints. This article discusses the properties of titanium and its alloys and presents titanium-base biomaterials in a table. Titanium components are produced in wrought, cast, and powder metallurgy (PM) form. The article describes forging, casting, and heat treating of titanium alloys for producing titanium components. Typical mechanical properties of titanium biomedical implant alloys are listed in a tabular form. The article presents an overview of surface-modification methods for titanium and its alloys implants. It concludes with a section on biocompatibility and in vivo corrosion of titanium alloys.

Nonlinear ultrasonic nondestructive examination (NDE) techniques are based on nonlinear interaction of ultrasonic waves with the material to be characterized and defects to be detected. This article introduces the basic principles of nonlinear material-wave interaction, the origin of intrinsic nonlinearity in intact solids, and the main mechanisms of excess nonlinearity in damaged metals. It describes the measurement methods for nonlinear ultrasonic materials characterization and flaw-detection. The article schematically illustrates the instrumentation used for measurements of longitudinal wave and Rayleigh surface acoustic waves. It concludes with information on the applications of nonlinear ultrasonics.

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.