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.

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.

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.

This chapter reviews the current technology and examines force application systems, force measurement, strain measurement, important instrument considerations, gripping of test specimens, test diagnostics, and the use of computers for gathering and reducing data. The influence of the machine stiffness on the test results is also described, along with a general assessment of test accuracy, precision, and repeatability of modern equipment. The chapter discusses various types of testing machines and their operations. Emphasis is placed on strain-sensing equipment. The chapter briefly describes load condition factors, such as strain rate, machine rigidity, and various testing modes by load control, speed control, strain control, and strain-rate control. It provides a description of environmental chambers for testing and discusses the processes involved in the force verification of universal testing machines. Specimen geometries and standard tensile tests are also described.

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.

Stop-off coatings prevent nitriding of selected areas on components. This chapter discusses the processes, advantages, and disadvantages of stop-off techniques for gas nitriding, salt bath nitriding, and ion nitriding.

This chapter reviews materials issues encountered in joining, including challenges involved in welding of dissimilar metal combinations; joining of plastics by mechanical fastening, solvent and adhesive bonding, and welding; joining of thermoset and thermoplastic composite materials by mechanical fastening, adhesive bonding, and, for thermoplastic composites, welding; the making of glass-to-metal seals; and joining of oxide and nonoxide ceramics to themselves and to metals by solid-state processes and by brazing. The classification, types, applications, and the mechanism of each of these methods are covered. The factors influencing joint integrity and the main considerations in welding dissimilar metal combinations are also discussed.

This chapter is a detailed account of the tensile testing procedure used for evaluating metals and alloys. The discussion covers the stress-strain behavior of metals determined by tensile testing, properties determined from testing, test machines for measuring mechanical properties, and general procedures of tensile testing. Three distinct aspects of standard test methods for tension testing of metallic materials are discussed: test piece preparation, geometry, and material condition; test setup and equipment; and test procedure.

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 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.

Forging machines vary based on factors such as the rate at which energy is applied to the workpiece and the means by which it is controlled. Each type has distinct advantages and disadvantages, depending on lot size, workpiece complexity, dimensional tolerances, and the alloy being forged. This chapter covers the most common types of forging machines, explaining how they align with basic forging processes and corresponding force, energy, throughput, and accuracy requirements.

This chapter discusses the design and operation of forging presses and hammers. It covers the most common types of presses, including hydraulic, mechanical, and screw presses, explaining how they work and comparing and contrasting their load and displacement profiles, stroke lengths, ram velocities, and energy and stiffness requirements. It also includes information on gravity- and power-drop hammers and where and how they are typically used.

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.

A systematic procedure for minimizing risks involved in heat treated steel components requires a combination of metallurgical failure analysis and fitness for service with respect to safety and reliability based on risk analysis. This chapter begins with an overview of heat treat processing of steels. This is followed by sections on various aspects of heat treatment design and heat treating practices for minimizing distortion. Influence of design, steel grade, and condition is then illustrated in the examples of failures due to heat treatment. A procedure is analyzed to improve the performance of the design process of a component. A heat-transfer model, coupling with a phase transformation model, a thermomechanical model, and a thermochemical model, is also considered. The chapter further provides information on the failure aspects of and heat treatment procedures applied to welded components. It ends with a section on risk-based approach applicable to heat treated steel components.

High strain rate tensile testing is used to understand the response of materials to dynamic loading. The behavior of materials under high strain rate tensile loads may differ considerably from that observed in conventional tensile tests. This chapter discusses the processes involved in determining strain rate effects in tension by conventional tensile tests and covers expanding ring tests, flat plate impact tests, split-Hopkinson pressure bar tests, and rotating wheel tests.

Gear manufacture depends on machinery available, design specifications or requirements, cost of production, and type of material from which the gear is to be made. This chapter discusses the processes involved in methods for manufacturing gears, namely casting, forming, and forging.