A pair of bearings mounted side by side in an aircraft engine failed in service. Photographs show that the inner rings were either broken or deformed, the balls were worn and flattened, and the cages severely damaged. The bearing races were damaged as well, but only on one side indicating a directional thrust. In addition to their examination, investigators also conducted metallographic studies and hardness tests, which indicated that the balls and inner rings reached temperatures above 825 °C (1520 °F). Based on their findings, investigators concluded that the bearings failed due to overheating, possibly as a result of misalignment compounded by insufficient lubrication and high speeds.

The first step in the hardening of steel is getting it hot enough to form austenite, from which martensite can form upon quenching. Not all steels have the same austenitization requirements, however. High-carbon wear-resistant steels, such as bearing and tool steels, require the presence of carbides during austenitization; plain carbon and low-alloy steels do not. This chapter describes the austenitization process used in each of the two cases, namely single-phase austenitization (the accepted method for plain carbon low-alloy steels) and two-phase austenitization (required for high-carbon steels). It also addresses process-specific issues, explaining how the presence of carbides (in the two-phase process) produces significant changes, and how homogenization and austenite grain growth influence the single-phase process.

This appendix discusses the general characteristics, composition, phase transformations, and properties of commercial stainless steels used for making high-quality knives.

The nitriding process can be applied to various materials and part geometries. This chapter focuses on tool steels, pure irons, low-alloy steels, and maraging steels. Various considerations such as the surface metallurgy requirements of the die, including case depth, compound layer formation, and temperature, are also discussed in this chapter. The chapter also addresses steel selection and surface metallurgy of gears.

Metal particles were frequently detected in the oil of an aircraft engine, triggering an investigation that led to a torque sensor and its mounting components. The sensor assembly was removed and examined in greater detail. As the chapter explains, investigators discovered that one of the bearings had been subjected to excessive friction, evidenced by brinelling, metal flow, heat tinting, deformation, and wear. They also observed extensive grooving on a retaining plate and several washers matching the diameter of the outer bearing races. Based on their findings, investigators concluded that excessive clearance allowed the outer bearing races to rotate, thus removing material from adjacent contact surfaces and accelerating the buildup of metal particles in the engine oil. The chapter recommends several design changes to remedy the problem.

The wear caused by contact stress fatigue is the result of a wide variety of mechanical forces and environments. This chapter discusses the characteristics of four types of contact stress fatigue on mating metal surfaces: surface, subsurface, subcase, and cavitation. Features and corrective actions for these contact stress fatigue are discussed. The chapter also lists some possible ways to reduce the cavitation fatigue problem.

This chapter discusses the formation of free carbides and their effect on case-carburized components. It explains how alloying elements influence the composition and structure of carbide phases produced at cooling rates typical of carburizing process. It describes the morphology and distribution of the various types of carbides formed and explains how they affect mechanical properties such as hardness, residual stresses, fatigue and fracture behaviors, and wear resistance. It also provides guidance for determining what processing conditions to avoid and when and why parts should be rejected.

Most quenched steels are tempered because the toughness of as-quenched steels is generally very poor. The tempering operation sacrifices strength for improvements in ductility and toughness. This chapter discusses the tempering process, the challenge of tempered martensite embrittlement, and the effect of wt% carbon on toughness. It also explains how alloying elements improve the hardenability and tempering response of plain carbon steels.

This chapter is a study of the microstructure of case-hardened steels. It explains what can be learned by examining grain size, microcracking, nonmetallic inclusions, and the effects of microsegregation. It identifies information-rich features, describing their ideal characteristics, the likely cause of variations observed, and their effect on mechanical properties and behaviors. The discussions throughout the chapter are aided by the use of images, diagrams, data plots, and tables.

This chapter covers the friction and wear behaviors of plastics and elastomers. It begins by describing the molecular differences between the two types of polymers and their typical uses. It then discusses the important attributes of engineering plastics and their suitability for applications involving friction, erosion, and adhesive and abrasive wear. It also discusses the tribology of elastomers and rubber along with their basic differences and the conditions under which they produce Schallamach waves. It includes information on polymer composites as well.