With cold work, mechanical strength (measured either by yield strength or ultimate tensile strength) increases and ductility (measured by elongation, reduction of area, or fracture toughness) normally decreases. This chapter discusses the mechanisms that produce these changes and the factors that influence them. It explains how cold working increases dislocation density and how that affects the stress-strain characteristics of steel, particularly the onset of deformation. It describes the effects of deformation on ferrite, austenite, cementite, and pearlite, and how to optimize their microstructure for various applications through controlled deformation. It also provides information on subcritical annealing, the examination and control of texture, the use of optical microscopy to monitor the effects of recrystallization, and the effect of cold working on threaded fasteners, nails, and filaments used to manufacture cords.

This chapter discusses the fatigue behavior of bolted, riveted, and welded joints. It describes the relative strength of machined and rolled threads and the effect of thread design, preload, and clamping force on the fatigue strength of bolts made from different steels. It explains where fatigue failures are likely to occur in cold-driven rivet and friction joints, and why the fatigue strength of welded joints can be much lower than that of the parent metal, depending on weld shape, joint geometry, discontinuities, and residual stresses. The chapter also explains how to improve the fatigue life of welded joints and discusses the factors that can reduce the fracture toughness of weld metals.

This chapter presents a comprehensive coverage of mechanical fastening methods. It begins with a discussion on the advantages and disadvantages of mechanical fastening followed by sections providing information on mechanically fastened joints and the selection of the correct fastener system. The chapter then describes important structural fasteners, namely bolts, screws, pins, collar fasteners, rivets, blind fasteners, machine pins, and spring clip fasteners. The following sections describe the process involved in presses, shrink fits, hole generation, and fastener installation. The chapter ends with information on miscellaneous mechanical fastening methods.

This chapter covers basic machining and assembly operations, with an emphasis on hole preparation for mechanical fasteners. It describes manual, power feed, and automated drilling techniques as well as reaming and countersinking. It discusses various types of fasteners, including rivets, pins, and bolts, along with selection factors and special considerations for composite joints. It also includes information on interference-fit and blind fasteners as well as trimming operations, general assembly considerations, and sealing and painting procedures.

This chapter explains how to join beryllium parts using adhesive bonding and mechanical fastening techniques and discusses the advantages and disadvantages of each method. It describes the stresses that need to be considered when designing adhesive bonds, the benefits and limitations of different adhesives, and surface preparation requirements. It explains how adhesives are applied and cured and how curing times and temperatures affect bonding strength. It also discusses the use of bolts and rivets and the different types of joints that can be made with them.

This chapter is largely a compendium of best practices and procedures for minimizing the effects of fatigue. It explains how to make products more resistant to fatigue by choosing the right materials and manufacturing processes, avoiding geometries and features that concentrate strains, preventing or removing surface damage, and by inducing compressive mean stresses that prolong fatigue life. It also discusses the use of property conditioning and restoration treatments, the benefits of interference fits and processes such as coaxing, the effects of assembly damage and operating overload, the importance of surface cleanliness and finish, and the role of inspection, testing, replacement, and repair in safe-life and fail-safe designs. Examples highlighting the benefits and potential pitfalls of proof loading tests are included as well.

Structural members in a radar antenna system are held together by cadmium-plated high-strength steel bolts, several of which had fractured along the fillet near the head. Investigators determined that the bolts did not seat properly, making contact only at the periphery, which subjected them to high stress concentrations in the fillet region. They also concluded that the intergranular nature of the fracture, as revealed by scanning electron fractography, pointed to hydrogen embrittlement as a contributing factor. This chapter provides a summary of the investigation along with a recommendation to consider adding spring washers to the assembly.

A design modification intended to reduce dowel bolt failures in an aircraft engine proved ineffective, prompting an investigation to determine what was causing the bolts to break. As the chapter explains, failure specimens were examined under various levels of magnification and subjected to chemical analysis and low-cycle fatigue tests. Based on their findings, investigators concluded that the bolts failed due to fatigue compounded by excessive clearances and poor surface finishes. The chapter provides a number of recommendations addressing these issues and related concerns.

A helicopter lost the outboard rib on a tail rotor blade in flight and was forced to land because of the resulting vibrations. The investigation that followed is described in this chapter along with key findings. As shown in a sketch, the rib is held in place by a set of six rivets. All of the rivets on the failed blade were missing and sections of skin were torn from most of the rivet holes. One such rivet hole was examined in a SEM, revealing corrosion on one of the tear surfaces and dimples (characteristic of ductile overload failure) on the other. In addition, the inner surface of the skin nearest the rib was found to be coated with soot, the paint on the leading edge of the top skin was abraded, and the skin in that area had thinned. Based on their findings, investigators concluded that the outboard rib separated because of stress-corrosion cracking around the rivets, and erosion may have contributed.

An aircraft crashed following the loss of yaw control in full airborne flight. The subsequent discovery of broken shutter bolts in the rear pitch reaction control valve led to an inspection campaign that found bolt failures of a similar nature in valves on several other aircraft. The bolts were removed and analyzed to determine the mode and cause of failure. Based on the results of macroscopy, scanning electron fractography, metallographic examination, and chemical analysis, the failures were caused by stress corrosion cracking, and in one case, overtightening.

During cyclic spin tests, the turbine disc in an aircraft engine broke apart with a loud noise, followed by a fire. Based on a detailed examination and the results of SEM fractography and hardness measurements, failure analysts concluded that a locking plate became dislodged due to the shearing of the screws that hold it in place. They also provided recommendations to remediate the problem.

A pair of bolts on a connecting rod failed during a test run for a prototype engine. They were replaced by bolts made from a stronger material that also failed, one due to fatigue, the other by tensile overload. The fracture surfaces on all four bolts were examined using optical and electron microscopes, indicating that the operating loads on the bolts far exceeded the design loads. Based on their observations, which are summarized in the report, failure analysts concluded that the design of the connecting rod system needs to be reassessed.

Fastening screws used in fuel-injection pumps failed during assembly and were examined to determine the cause. Based on observations and the result SEM fractography and hardness measurements, the screws failed by brittle intergranular fracture due to hydrogen embrittlement associated with plating procedures. The report includes recommendations for improving the quality of the screws.

This chapter focuses on tensile testing of three types of engineering components that undergo significant loading in tension, namely, threaded fasteners and bolted joints; adhesive joints; and welded joints. It describes the standardized tensile test for externally threaded fasteners and provides a brief background on relationships among torque, angle-of-turn, tension, and friction. The chapter also describes the test methods covered in the ASTM F 606M standard, namely, product hardness; proof load by length measurement, yield strength, or uniform hardness; axial tension testing of full-sized products; wedge tension testing of full-sized products; tension testing of machined test specimens; and total extension at fracture testing. Finally, the chapter covers tensile testing of adhesive and welded joints.