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.

Liquid impingement erosion has been defined as progressive loss of original material from a solid surface due to continued exposure to impacts by liquid drops or jets. This article focuses on the core nature of erosion by liquid impingement, due to the greater appreciation of the distinctions between the different forms of erosion. It discusses steam turbine blade erosion, aircraft rain erosion, and rain erosion of wind turbine blades. The article describes the mechanisms of liquid impact erosion and time dependence of erosion rate. It reviews critical empirical observations regarding both impingement variables (velocity, impact angle, droplet size, and physical properties of liquids) and erosion resistance of materials, including the correlation between erosion resistance and mechanical properties and the effects of alloying elements and microstructure. The article also provides information on the ways to combat erosion.

This article introduces the concept of condition monitoring (CM) and summarizes various techniques used for CM across the industrial sectors. The techniques include visual inspection, performance monitoring, vibration condition monitoring, vibration condition monitoring, lubricant oil analysis, acoustic emission testing, temperature monitoring, motor current signature analysis, and ultrasound emission. The article describes the evolution of condition-based maintenance in CM. It also describes the basics of integrated vehicle health management, a capability that enables a number of maintenance philosophies. The article concludes with a discussion on various condition monitoring in industrial sectors, including condition-monitoring techniques in nuclear power plants, road condition monitoring, and condition monitoring in wind turbines.

The use of renewable energy has grown strongly in all end-use sectors such as power, heat, and transport. This article describes thermal spray applications that improve efficiency, lower maintenance costs, and prolong operational life in the renewable energy technologies, including wind power, hydro power, biomass and biofuels, solar energy, and fuel cells.

Erosion of a solid surface can be brought about by liquid droplet impingement (LDI), which is defined as "progressive loss of original material from a solid surface due to continued exposure to erosion by liquid droplets." In this article, the emphasis is placed on the damage mechanism of LDI erosion under the influence of a liquid film and surface roughness and on the prediction of LDI erosion. The fundamentals of LDI and processes involved in initiation of erosion are also discussed.

There are two parts to deal with uncertainty in fatigue design: determining the distributions of possible values for all uncertain inputs and calculating the probability of failure due to all the uncertain inputs. This article discusses the sources of uncertainty in a fatigue analysis, such as the material properties, distribution of applied stress levels within a given environment, environments or loading intensities, and modeling or prediction. It presents a probabilistic approach for analyzing the uncertainties and determining the level of reliability (probability of failure).

The prepreg hand lay-up process is a versatile, reliable, cost-effective, and high quality process for fabricating large or small components. This article discusses the technique characteristics and applications of the process. It describes the stages involved in the process of lay-up, namely, lay-up definition, ply-kit cutting, layup, debulking, and preparation for curing. The article concludes with a discussion on the component properties and design guidelines of the prepreg hand lay-up process.

This article provides an overview of steel gear heat treating processes and brings out the nuances of the various important heat treating considerations for steel gear applications. The heat treatment processes covered are annealing, carburizing, hardening, low-pressure carburizing, induction hardening, through hardening, and nitriding. In view of the emerging use of mathematical modeling and optimization, a brief overview of its application for process and design optimization is also provided.

This article discusses the production process, testing methods, quality control, and common defects found in heavy-section ductile iron (DI) castings, along with analyses of industrial examples. The common defects include shrinkage defects, graphite-particle-related defects, and chunk graphite defects. The recommended chemical compositions for certain section thicknesses in ductile iron grades are presented in a table. The article illustrates the relationship between microstructure and mechanical properties of DI by using either industrial examples or castings produced under laboratory conditions.

Visual inspection (VI) is the oldest inspection technique man has used as a quality-control tool to evaluate products, assess their final form in terms of fabrication accuracy and external features based on experience, and decide on their acceptance or rejection. This article discusses the basic principles of visual inspection in terms of direct visual examination and indirect visual examination as well as advantages and limitations of visual inspection. It reviews the factors affecting the effectiveness of VI as a nondestructive testing (NDT): lighting conditions of observation, condition of surface under inspection, physical state/condition of inspector, proper training of personnel and level of expertise, and knowledge of applicable standards. The article provides schematic illustrations of rigid borescopes, fiberscopes, and videoscopes. It concludes with a discussion on automated optical inspection 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.

Welded connections are a common location for failures for many reasons, as explained in this article. This article looks at such failures from a holistic perspective. It discusses the interaction of manufacturing-related cracking and service failures and primarily deals with failures that occur in service due to stresses caused by externally applied loads. The purpose of this article is to enable a failure analyst to identify the causative factors that lead to welded connection failure and to identify the corrective actions needed to overcome such failures in the future. Additionally, the reader will learn from the mistakes of others and use principles that will avoid the occurrence of similar failures in the future. The topics covered include failure analysis fundamentals, welded connections failure analysis, welded connections and discontinuities, and fatigue. In addition, several case studies that demonstrate how a holistic approach to failure analysis is necessary are presented.

Vibroacoustic analysis of mechanical systems has an important role in the engineering discipline. This can be used as a monitoring tool to obtain insights about the condition of a system, identify its probable defects, and determine the time window that the maintenance should happen. This article introduces the basics of signal processing in time, frequency, and time-frequency domains. It focuses on statistical analysis of the time-domain data. Various measures of data distribution and variability are pointed out. Important signal-processing functions in the frequency domain are presented and explained with examples. The article discusses and clarifies the benefits of time-frequency domain based on short-time Fourier transform with some practical applications. The article presents the most frequently used statistical functions. It concludes with information on some real-world applications of vibroacoustic analysis.

This article reviews the generator industry experience with stress-corrosion cracking of 18Mn-5Cr alloy retaining rings. It provides a description of corrosion of magnetic retaining rings. The article also discusses the primary repair alternatives to address crevice-corrosion cracking in water-cooled generators.

This article describes the technology of thermal spraying with regard to tribological applications. It introduces the basics of tribology and presents the fundamentals of thermal spraying and the relevant process variants and suitable materials. Specific application areas are described regarding the different forms of elementary movement in the corresponding tribological system. The article provides an overview of thermal spray coatings and possible uses for friction and wear control, besides operating as corrosion protection and a thermal barrier. The article provides examples that illustrate how tribological performance can be improved.

This article focuses on the process methods and matrix chemistries of ceramic-matrix composites. These methods include pressure-assisted densification, chemical vapor infiltration, melt infiltration, polymer infiltration and pyrolysis, and sol-gel processing. The article discusses the use of a ceramic, preceramic, or metal phase as a fluid or vapor phase reactant to form the matrix. Emphasis is placed on microstructural features that influence ultimate composite properties.

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 article explores the factors to be considered in selecting a process and explains why it is optimum for a specific application.

This article discusses the types, properties, and uses of continuous-fiber-reinforced composites, including glass, carbon, aramid, boron, continuous silicon carbide, and aluminum oxide fiber composites. While polyester and vinyl ester resins are the most used matrix materials for commercial applications, epoxy resins, bismaleimide resins, polyimide resins, and thermoplastic resins are used for aerospace applications. The article addresses design considerations as well as product forms and fabrication processes.

A wide variety of stop-off technologies for heat treatment are used to selectively prevent the diffusion of carbon and/or nitrogen during atmosphere carburizing, carbonitriding, vacuum carburizing, and various forms of nitriding. In addition to selective stop-off, technologies are also available for scale prevention in open-fired furnaces. This article describes two stop-off technologies, mechanical masking and copper plating, along with stop-off paints/compounds. Prior to the application of stop-off paints, the part surface of the furnaces should be properly cleaned and dried. The article also describes the usage of stop-off paints in different heat treating processes, namely, carburizing and carbonitriding, deep carburizing, vacuum carburizing, nitriding and nitrocarburizing, and plasma nitriding. The article concludes by reviewing the application methods of stop-off paints: brushing, dipping, dispensing, spraying and stamping.

Fretting is the small-amplitude oscillatory movement that can occur between contacting surfaces, which are nominally at rest. This article discusses fretting wear in mechanical components and the mechanisms of fretting wear. It describes the role of fretting conditions, such as fretting duration, slip amplitude, normal load, fretting frequency, contact geometry, type of vibration, and surface finish, as well as the role of environmental conditions. The article reviews the influence of an aqueous environment on the mechanism of fretting. The steps that can be taken to reduce or eliminate damage due to fretting are extremely diverse. The article presents some general indications of how to address the fretting wear problem.