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.

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 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 focuses on common failure characteristics exhibited by mechanical and electrical components. The topic is considered from two perspectives: one possibility is that the system failed because parts were nonconforming to drawing requirements and another possibility is that the system failed even though all parts in the system met their drawing requirements. The common failures discussed in this chapter include those associated with metallic components, composite materials, plastic components, ceramic components, and electrical and electronic components.

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 discusses the various methods used to join titanium alloy assemblies, focusing on welding processes and procedures. It explains how welding alters the structure and properties of titanium and how it is influenced by composition, surface qualities, and other factors. It describes several welding processes, including arc welding, resistance welding, and friction stir welding, and addresses related issues such as welding defects, quality control, and stress relieving. The chapter also covers mechanical fastening techniques along with adhesive bonding and brazing.

Leaks can occur as the result of several failure causes. This chapter reviews the causes, features, and impact of various types of leaks, namely gasket leaks, O-ring leaks, bond-joint leaks, weld leaks, polyvinyl chloride leaks, valve leaks, and structural leaks.

Joining comprises a large number of processes used to assemble individual parts into a larger, more complex component or assembly. The selection of an appropriate design to join parts is based on several considerations related to both the product and the joining process. Many product design departments now improve the ease with which products are assembled by using design for assembly (DFA) techniques, which seek to ensure ease of assembly by developing designs that are easy to assemble. This chapter discusses the general guidelines for DFA and concurrent engineering rules before examining the various joining processes, namely fusion welding, solid-state welding, brazing, soldering, mechanical fastening, and adhesive bonding. In addition, it provides information on several design considerations related to the joining process and selection of the appropriate process for joining.

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.

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.

After the fault-tree, a failure-cause identification method has identified potential failure causes and the failure analysis team has prepared a failure mode assessment and assignment (FMA&A). The team knows specifically what to search for when examining components and subassemblies from the failed system. There are numerous techniques and technologies available for examining and analyzing components and subassemblies, which are categorized as follows: optical approaches, dimensional inspection and related approaches, nondestructive test approaches, mechanical and environmental approaches, and chemical and composition analysis for assessing material characteristics. This chapter is a detailed account of the working principle and the steps involved in these techniques and technologies.

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.

Tube hydroforming is a material-forming process that uses pressurized fluid to plastically deform tubular materials into desired shapes. It is widely used in the automotive industry for making exhaust manifolds, catalytic converters, shock absorber housings, and other parts. This chapter discusses the basic methods of tube hydroforming and the underlying process mechanics. It explains how to determine if a material is a viable candidate and whether it can withstand preforming or bending operations. It describes critical process parameters, such as interface pressure, surface expansion and contraction, and sliding velocity, and how they influence friction, lubrication, and wear. The chapter also provides information on forming presses and tooling, tube hydropiercing, and the use of finite elements to determine optimal processing conditions and loading paths.

This chapter reviews various ways to classify failure categories and summarizes the basic types, causes, and mechanisms of damage, with particular consideration given to whether the likelihood of the types of damage can or cannot be influenced by the heat treating of steel parts. The classical organization for types of damage (failures) is as follows: deformation, fracture, wear, corrosion or other environmental damage, and multiple or complex damage. The chapter also provides some examples of lack of conformance to specification that may at first look like the heat treater did something wrong, but where other contributing factors made it difficult or impossible for the heat treater to meet the specification.

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.

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.

Stress severity factors are used in design and analysis to account for stress concentrations, variations in material properties and fabrication quality, and other analytical uncertainties. They indicate the severity of stress in areas that are prone to crack development. This appendix discusses stress severity factors associated with fastener holes in attachment joints.

This chapter covers the tribological properties of stainless steel and other corrosion-resistant alloys. It describes the metallurgy and microstructure of the basic types of stainless steel and their suitability for friction and wear applications and in environments where they are subjected to liquid, droplet, and solid particle erosion. It also discusses the tribology of nickel- and cobalt-base alloys as well as titanium, zinc, tin, aluminum, magnesium, beryllium, graphite, and different types of wood.

This chapter discusses the growing use of sintered stainless steels in automotive applications and various types of filters and filtering media. It also describes how these materials are produced in the form of metal foams and cellular structures and how they serve as flake pigments in corrosion-resistant coatings.

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.