This article begins with the basic concept of friction and with the general approaches that can be used to control or minimize it. It focuses on the factors influencing rolling friction: surface topography, composition, subsurface microstructure, and lubrication conditions. The article reviews the microscopic mechanisms generating friction. It concludes by discussing the three components of rolling friction: microslip at the interface, anelastic hyteresis losses, and surface roughness.

This article discusses the physical signs of rolling-contact wear (RCW). It lists the major considerations in gear design and describes the mechanisms of RCW. The article provides a guide to rolling-contact fatigue (RCF) testing methods. It explains the steps involved in the processes of RCF and RCW.

Thermomechanical fatigue (TMF) is the general term given to the material damage accumulation process that occurs with simultaneous changes in temperature and mechanical loading. TMF may couple cyclic inelastic deformation accumulation, temperature-assisted diffusion within the material, temperature-assisted grain-boundary evolution, and temperature-driven surface oxidation, among other things. This article discusses some of the major aspects and challenges of dealing with TMF life prediction. It describes the damage mechanisms of TMF and covers various experimental techniques to promote TMF damage mechanisms and elucidate mechanism coupling interactions. In addition, life modeling in TMF conditions and a practical application of TMF life prediction are presented.

The first part of this article focuses on two major forms of machining-related failures, namely machining workpiece (in-process) failures and machined part (in-service) failures. Discussion centers on machining conditions and metallurgical factors contributing to (in-process) workpiece failures, and undesired surface layers and metallurgical factors contributing to (in-service) machined part failures. The second part of the article discusses the effects of microstructure on machining failures and their preventive measures.

The mechanism of contact fatigue can be understood in terms of several sources of stress concentration, or stress raisers, within the macroscopic Hertzian stress field. This article focuses primarily on rolling contact fatigue of hardened bearing steels. It discusses Hertzian shear stresses at and below the contact surfaces and briefly summarizes bearings and gear characteristics. The article provides an overview of the key types of gear and bearing steels. It analyzes two types of macropitting that result from the subsurface growth of fatigue cracks, namely, subsurface-origin macropitting and surface-origin macropitting. The article describes the factors influencing contact fatigue life of hardened steel bearings and gears, including hardness, inclusions, carbides, and residual stresses.

The appearance, morphology, and extent of the casting skin are the consequence of mold-metal interface interaction. This article discusses the classification of the mold-metal interaction based on severity: mild mold-metal interaction and severe mold-metal interaction. The casting surface exhibits some roughness, which depends on the molding materials used in the casting process. The article describes the effects of the casting skin in spheroidal graphite (SG) and compact graphite (CG) irons, as well as the mechanism of casting skin formation. It discusses the physics of liquid metal penetration in sand molds and concludes with information on the effect of sand additives and mold coatings.

This article provides a rough estimate of the basic parameters, including coil efficiency, power, and frequency in induction heating of billets, rods, and bars. It focuses on the frequency selection for heating solid cylinders made of nonmagnetic metals, frequency selection when heating solid cylinders made from nonmagnetic alloys, and frequency selection when heating solid cylinders made from magnetic alloys. The article describes several design concepts that can be used for induction billet heating, namely, static heating and progressive/continuous heating. It presents the four major factors associated with the location and magnitude of subsurface overheating: frequency, refractory, final temperature, and power distribution along the heating line. The article summarizes the pros and cons of using a single power supply. It also reviews the design features of modular systems, and concludes with information on the temperature profile modeling software.

This article describes the microstructure, properties, and performance of carburized steels, and elucidates the microstructural gradients associated with carbon and hardness gradients. It provides information on case depth measurement, the factors affecting case depth, and the formation and causes of microcracks. The article discusses the effects of alloying elements on hardenability, the effects of excessive retained austenite and massive carbides on fatigue resistance, the effects of residual stresses and internal oxidation on fatigue performance of carburized steels. In addition, the causes of intergranular fracture at austenite grain boundaries and their prevention methods are explored. The article also describes the major mechanisms of bending fatigue crack initiation in carburized steels.

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.

Surface hardening improves the wear resistance of steel parts. This article focuses exclusively on the methods that involve surface and subsurface modification without any intentional buildup or increase in part dimensions. These include diffusion methods, such as carburizing, nitriding, carbonitriding, and austenitic and ferritic nitrocarburizing, as well as selective-hardening methods, such as laser transformation hardening, electron beam hardening, ion implantation, selective carburizing, and surface hardening with arc lamps. The article also discusses the factors affecting the choice of these surface-hardening methods.

Contact fatigue is a surface-pitting-type failure commonly found in ball or roller bearings. This article discusses the mechanisms of contact fatigue found in gears, cams, valves, rails, and gear couplings. It discusses the statistical analysis of rolling contact bearing-life tests. The article concludes with information on various approaches that improve the contact fatigue resistance of rolling contact systems.

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.

A major cause of failure in components subjected to rolling or rolling/sliding contacts is contact fatigue. This article focuses on the rolling contact fatigue (RCF) performance and failure modes of overlay coatings such as those deposited by physical vapor deposition, chemical vapor deposition, and thermal spraying (TS). It provides a background to RCF in bearing steels in order to develop an understanding of failure modes in overlay coatings. The article describes the underpinning failure mechanisms of TiN and diamond-like carbon coatings. It presents an insight into the design considerations of coating-substrate material properties, coating thickness, and coating processes to combat RCF failure in TS coatings.

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.

This article discusses the visual and microscopic characteristics of fractures of cast alloys. These fractures include ductile rupture, transgranular brittle fracture, intergranular fracture, fatigue, and environmentally induced fracture. The article also describes the factors that affect fracture appearance.

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.

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.

Fatigue failure of engineering components and structures results from progressive fracture caused by cyclic or fluctuating loads. Fatigue is an important potential cause of mechanical failure, because most engineering components or structures are or can be subjected to cyclic loads during their lifetime. This article focuses on fractography of fatigue. It provides an abbreviated summary of fatigue processes and mechanisms: fatigue crack initiation, fatigue crack propagation, and final fracture,. Characteristic fatigue fracture features that can be discerned visually or under low magnification are then described. Typical microscopic features observed on structural metals are presented subsequently, followed by a brief discussion on fatigue in polymers and polymer-matrix composites.

This article commences with a summary of fatigue processes and mechanisms. It focuses on fractography of fatigue. Characteristic fatigue fracture features that can be discerned visually or under low magnification are described. Typical microscopic features observed on structural metals are presented subsequently, followed by a brief discussion of fatigue in nonmetals. The article reviews the various macroscopic and microscopic features to characterize the history and growth rate of fatigue in metals. It concludes with a description of fatigue of polymers and composites.

Hot isostatic pressing (HIP) is used to eliminate porosity in castings. This article provides a history and an overview of the HIP system. It illustrates the reasons for using HIP and discusses the criteria for selecting HIP process parameters. The main mechanisms by which pores are eliminated during HIP are reviewed. The article describes the effect of HIP on the mechanical properties, shape, and structure of castings as well as the effect of inclusions on as-HIPed properties. It examines the problems encountered in HIP and their solution. The article concludes with information on the economics of HIP processing.