This chapter surveys both basic quality and basic reliability concepts as an introduction to the failure analysis professional. It begins with a section describing the distinction between quality and reliability and moves on to provide an overview of the concept of experiment design along with an example. The chapter then discusses the purposes of reliability engineering and introduces four basic statistical distribution functions useful in reliability engineering, namely normal, lognormal, exponential, and Weibull. It also provides information on three fundamental acceleration models used by reliability engineers: Arrhenius, Eyring, and power law models. The chapter concludes with information on failure rates and mechanisms and the two techniques for uncovering reliability issues, namely burn-in and outlier screening.

Mechanical tests are performed to evaluate the durability of gears under load. The chapter first discusses the processes involved in the computations of stress for test parameters of gear. Next, the chapter reviews the four areas of specimen characterization of a test program, namely dimensional, surface finish texture, metallurgical, and residual stress. The following section presents the tests that simulate gear action, namely the rolling contact fatigue test, the single-tooth fatigue test, the single-tooth single-overload test, and the single-tooth impact test. Finally, the chapter describes the test procedures for surface durability (pitting), root strength (bending), and scoring (or scuffing) testing.

When a material is sintered and evaluated for performance, the primary focus is on mechanical properties. This chapter discusses structural properties for representative materials. Some guidelines are presented on the types of tests and how property values depend on the testing procedure. Mechanical hardness and strength tabulations are provided to document sintered properties.

Hot isostatic pressing (HIP) is a process refinement available to address internal porosity in castings. The HIP process may be used, in particular, for applications requiring very high quality and performance. This chapter discusses the principles, advantages, and disadvantages of HIP. It describes the effect of HIP on tensile properties and on the fatigue performance of aluminum alloy castings. In addition, the chapter discusses the processes involved in radiographic inspection of HIP-processed castings.

Ceramics normally have high melting temperatures, excellent chemical stability and, due to the absence of conduction electrons, tend to be good electrical and thermal insulators. They are also inherently hard and brittle, and when loaded in tension, have almost no tolerance for flaws. This chapter describes the applications, properties, and behaviors of some of the more widely used structural ceramics, including alumina, aluminum titanate, silicon carbide, silicon nitride, zirconia, zirconia-toughened alumina (ZTA), magnesia-partially stabilized zirconia (Mg-PSZ), and yttria-tetragonal zirconia polycrystalline (Y-TZP). It also provides information on materials selection, design optimization, and joining methods, and covers every step of the ceramic production process.

Failure analysis can sometimes involve considerations of statistics and probability. This chapter reviews some of the basic types of statistical distributions in order to understand some basic principles in their use. The main focus is on the uses of the normal distribution, which is the most commonly used statistical distribution. The chapter also includes a section discussing the reliability and probability of passing.

This chapter deals with the effects of fatigue in rotating shafts subjected to elastic and plastic strains associated with bending stresses. It begins with a review of the basic approach to treating low-cycle fatigue in bending, explaining that the assumption that stress is proportional to strain is incorrect due to plastic flow, causing considerable discrepancy between measured and calculated stresses. Data plots of the axial and bending fatigue characteristics of a 4130 steel help illustrate the problem. A closed-form solution is then presented and used to analyze the effects of flexural bending on solid as well as hollow rectangular and round bars. The chapter also discusses the difference in the treatment of a rotating shaft in which all surface elements undergo the same stress and strain and a nonrotating shaft in which a few surface elements carry most of the load. The difference, as explained, is due to the volumetric effect of stress in fatigue.

This chapter describes tensile testing of advanced ceramic materials, a category that includes both noncomposite, or monolithic, ceramics and ceramic-matrix composites (CMCs). The chapter presents four key considerations that must be considered when carrying out tensile tests on advanced monolithic ceramics and CMCs. These include effects of flaw type and location on tensile tests, separation of flaw populations, design strength and scale effects, and lifetime predictions and environmental effects. The chapter discusses the advantages, problems, and complications of four basic categories of tensile testing techniques as applied to ceramics and CMCs. These categories are true direct uniaxial tensile tests at ambient temperatures, indirect tensile tests, tests where failure is presumed to result from tensile stresses, and high-temperature tensile tests.

This appendix provides supplemental information on the metallurgical aspects of atomic structure, the use of dislocation theory, heat treatment processes and procedures, important engineering materials and strengthening mechanisms, and the nature of elastic, plastic, and creep strain components. It also provides information on mechanical property and fatigue testing, the use of hysteresis energy to analyze fatigue, a procedure for inverting equations to solve for dependent variables, and a method for dealing with the statistical nature of failure.

This chapter summarizes the progress that has been made in the study of high-entropy alloy (HEA) systems and the process-structure-property relationships that define them. It describes the various ways HEAs can be strengthened and explains how alloying elements influence tensile and yield strength, fracture toughness, and fracture strength. It discusses the stages of plastic deformation in HEAs and the role of dislocations and twinning in the evolution of microstructure. It reviews some of the work that has been done on fatigue behaviors and the methods developed to assess fatigue performance. It discusses the influence of defects on fatigue life, the effect of temperature and grain size on fatigue-crack propagation, and the role of nanotwinning in crack-growth retardation. It describes the methods used to produce HEAs in bulk and powder form and to apply them as protective coatings and films. It also identifies potential applications based on properties such as strength, hardness, density, wear resistance, high-temperature stability, and biocompatibility.

This chapter describes how notches affect the load-carrying capacity and fatigue life of materials under cyclic loads. It explains that stresses and strains can be three to four times higher in the vicinity of a notch, greatly accelerating fatigue damage. It discusses the use of stress concentration factors and how they are determined for the general case and for specific geometries, materials, and surface conditions. The chapter covers both elastic and plastic fatigue behaviors as well as a wide range of methods. It also explains how small nuances in loading can introduce tensile or compressive stress in the hysteresis loops causing variations in fatigue life as large as 50:1 depending on where the transition in fatigue behavior occurs.

This chapter includes a comprehensive set of definitions used in powder-binder processing.

This chapter gives a brief overview of the role of fatigue in component failures. It presents examples of fatigue failures along with statistics on the causes and costs of fatigue damage in various industries. It also includes a chapter-by-chapter summary of the content in the book, noting that the book deals primarily with fatigue at temperatures below the creep range with high-temperature fatigue being treated in a companion publication.

This chapter discusses the effect of fatigue on polymers, ceramics, composites, and bone. It begins with a general comparison of polymers and metals, noting important differences in microstructure and cyclic loading response. It then presents the results of several studies that shed light on the fatigue behavior and crack growth mechanisms of common structural polymers and moves on from there to discuss the fatigue behavior of bone and how it compares to stable and cyclically softening metals. It also discusses the fatigue characteristics of engineered and composited ceramics and ceramic fiber-reinforced metal-matrix composites.

After shaping and first-stage binder removal, the component (with remaining backbone binder) is heated to the sintering temperature. Further heating induces densification, evident as dimensional shrinkage, pore rounding, and improved strength. This chapter begins with a discussion on the events that are contributing to sintering densification, followed by a discussion on the driving forces, such as surface energy, and high-temperature atomic motion as well as the factors affecting these processes. The process of microstructure evolution in sintering is then described, followed by a discussion on the tools used for measuring bulk properties to monitor sintering and density. The effects of key parameters, such as particle size, oxygen content, sintering atmosphere, and peak temperature, on the sintered properties are discussed. Further, the chapter covers sintering cycles and sintering practices adopted as well as provides information on dimensional control and related concerns of sintering. Cost issues associated with sintering are finally covered.

This chapter discusses composite testing procedures, including tension, compression, shear, flexure, and fracture toughness testing as well as adhesive shear, peel, and honeycomb flatwise tension testing. It also discusses specimen preparation, environmental conditioning, and data analysis.

This chapter examines the phenomena of deformation and fracture in metals, providing readers with an understanding of why it occurs and how it can be prevented. It begins with a detailed review of tension and compression stress-strain curves, explaining how they are produced and what they reveal about the load-carrying characteristics of engineering materials. It then discusses the use of failure criteria and the determination of yielding and fracture limits. It goes on to describe the mechanisms and appearances of brittle and ductile fractures and stress rupture, providing detailed images, diagrams, and explanations. It discusses the various factors that influence strength and ductility, including grain size, loading rate, and temperature. It also provides information on the origin of residual stresses, the concept of toughness, and the damage mechanisms associated with creep and stress rupture, stress corrosion, and hydrogen embrittlement.