Durability is a generic term used to describe the performance of a material or a component made from that material in a given application. In order to be durable, a material must resist failure by wear, corrosion, fracture, fatigue, deformation, and exposure to a range of service temperatures. This chapter covers several types of component and material failure associated with wear, temperature effects, and crack growth. It examines temperature-induced, brittle, ductile, and fatigue failures as well as failures due to abrasive, erosive, adhesive, and fretting wear and cavitation fatigue. It also discusses preventative measures.

Fiber-reinforced metal-matrix composites have carved out a niche in applications requiring high strength to weight ratios, but they are susceptible to failure when exposed to high temperatures and cyclic loads. This chapter discusses the obstacles that must be overcome to improve the creep-fatigue behavior of these otherwise promising materials. It addresses six areas that have been the focus of intense research, including thermal-expansion and elastic-viscoplastic mismatch, thermally induced biaxiality and interply stresses, creep and cyclic relaxation of residual stresses, and enhanced interfaces for oxidation.

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.

Post-mortem analysis of photovoltaic modules that have degraded performance is essential for improving the long term durability of solar energy. This article focuses on a general procedure for analyzing a failed module. The procedure includes electrical characterization followed by thermal imaging such as forward bias, reverse bias, and lock-in, and emission imaging such as electroluminescence and photoluminescence imaging.

This chapter summarizes the various kinds of gear wear and failure and how gear life in service is estimated and discusses the kinds of flaws in material that may lead to premature gear fatigue failure. The topics covered are alignment, gear tooth, surface durability and breakage of gear tooth, life determined by contact stress and bending stress, analysis of gear tooth failure by breakage after pitting, and metallurgical flaws that reduce the life of gears. The chapter briefly reviews some components in the design and structure of each gear and/or gear train that must be considered in conjunction with the teeth to enhance fatigue life.

Tools steels are defined by their wear resistance, hardness, and durability which, in large part, is achieve by the presence of carbide-forming alloys such as chromium, molybdenum, tungsten, and vanadium. This chapter describes the alloying principles employed in various tool steels, including high-speed, water-hardening, shock-resistant, and hot and cold work tool steels. It discusses the influence of alloy design on the evolution of microstructure and properties during solidification, heat treating, and hardening operations. It also describes critical phase transformations and the effects of partitioning, precipitation, segregation, and retained austenite.

Aluminum is the second most widely used metal in the world. It is readily available, offers a wide range of properties, and can be shaped, coated, and joined using a variety of methods. This chapter discusses some of the key attributes of wrought and cast aluminum alloys and the classifications, designations, and grades of available product forms. It also explains how aluminum alloys are used in aerospace, automotive, rail, and marine applications as well as in building and construction, electrical products, manufacturing equipment, packaging, and consumer durables such as appliances and furniture.

This chapter familiarizes readers with tempering and refrigeration treatments and their effect on case-carburized parts. It explains how tempering makes such parts easier to machine, more structurally and dimensionally stable, and more durable in certain applications. It identifies key process parameters and provides test data showing how they affect hardness, yield strength, bending and contact fatigue, and fracture toughness. It also addresses potential problems stemming from process-related factors such as the presence of hydrogen and the effects of aging and grinding. In regard to refrigeration, the chapter explains that it is not uncommon for subzero treatments to be included in the production of carburized parts whether as a standard procedure or optional step. Subzero cooling promotes the transformation of retained austenite to martensite, thereby increasing surface hardness and reducing the propensity of quenched carburized steels to burn and crack during surface grinding. The chapter includes numerous data plots and tables showing how the various treatments influence hardness, wear resistance, tensile properties, and fatigue and fracture behaviors.

Microstructural analysis of the composite matrix is necessary to understand the performance of the part and its long-term durability. This chapter focuses on the microstructural analysis of engineering thermoplastic-matrix composites and the influence of cooling rate and nucleation on the formation of spherulites in high-temperature thermoplastic-matrix carbon-fiber-reinforced composites. It also describes the microstructural analysis of a bio-based thermosetting-matrix natural fiber composite system.

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 provides a detailed analysis of the cyclic stress-strain behavior of materials under uniaxial stress and strain cycling. It first considers the case of a stable material under constant-amplitude strain cycling then broadens the discussion to materials that harden or soften with continued strain reversals. It compares and contrasts the response patterns of such materials, explaining how the movement of dispersed particles and dislocations influences their behavior. It then examines the behavior of materials under uniaxial strain reversals of varying amplitude and explains how to construct double-amplitude stress-strain curves that account for complex straining histories. For special cases, those involving complex materials such as gray cast iron or highly complex straining patterns, the chapter presents other methods of analysis, including the rainflow cycle counting method, mechanical modeling based on displacement-limited elements, Wetzel’s method, and deformation modeling. It also explains the difference between force cycling and stress cycling and presents alternate techniques for predicting whether a material will become harder or softer in response to strain cycling.

This chapter familiarizes readers with the methods used to quantify the effects of fatigue on component lifetime and failure. It discusses the development and use of S-N (stress amplitude vs. cycles to failure) curves, the emergence of strain-based approaches to fatigue analysis, and important refinements and modifications. It demonstrates the use of approximate equations, including the method of universal slopes and the four-point correlation technique, which provides reasonable estimates of elastic and plastic lines from information obtained in standard tensile tests. It also discusses high-cycle, low-cycle, and ultra-high cycle fatigue and presents several models that are useful for fatigue life predictions.

This chapter discusses the concept of mean stress and explains how it is used in fatigue analysis and design. It begins by examining the stress-strain response of test samples subjected to cyclic forces and strains, noting important features and what they reveal about materials and their fatigue behaviors. It then discusses the challenge of developing hysteresis loops for complex loading patterns and accounting for effects such as ratcheting and stress relaxation. The sections that follow provide a summary of the various ways mean stress is described in the literature and the methods used to calculate or predict its effect on the fatigue life of machine components. The discussion also sheds light on why tensile mean stress is detrimental to both fatigue life and ductility, while compressive mean stress is highly beneficial.

This chapter reviews the theories that have emerged from the widespread study of multiaxial fatigue and assesses their validity using data from different sources. It begins by providing background on the studies that the chapter draws on, pointing out differences in methodology and explaining how they influence test results and data. It then discusses the concept of critical planes and how they are used to correlate the effects of uniaxial loading with multiaxial fatigue behaviors. The section that follows covers the various methods used to analyze multiaxial fatigue and identifies one that best treats the general case. The chapter also defines two important factors, the triaxiality factor and the multiaxiality factor, and presents the results of an extensive study to determine how the two factors are related. One of the more interesting findings is that the atomic structure of a material has a significant effect on which theory best describes its fatigue behavior.

This chapter addresses the cumulative effects of fatigue and how to determine its impact on component lifetime and performance. It begins by defining a loading history and its corresponding hysteresis loops that exposes the deficiencies of some of the theories discussed. It then proceeds to demonstrate the methods commonly used to analyze cumulative fatigue damage and its effect on component life starting with the classical linear damage rule. After pointing out the inherent limitations of the model, it presents a method that incorporates two linear damage rules, one applying prior to crack initiation and the other after the crack has started. Although the method accounts somewhat better for loading-order effects, the transition in behavior that the rules presume to model occurs prior to any signs of cracking. Two modified versions of the double linear damage rule method, neither of which are related to a physical crack initiation event, are subsequently presented along with several applications showing how the different methods compare. The examples provided include two-level and multilevel tests, a gas-turbine engine compressor disk, and the cumulative damage associated with the irreversible hardening of type 304 stainless steel.

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 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 provides a quantitative treatment of the cracking mechanisms associated with fatigue, drawing on the principles of fracture mechanics. It explains that although fracture mechanics originated with the aim of understanding sudden and catastrophic crack extension, the main premise of a stress field in the vicinity of the crack also applies to the study of cycle-by-cycle stable crack growth. A detailed review is given of the many developments and discoveries that helped shape the theory and methods collectively defined as crack mechanics, which the authors then employ to analyze the crack growth behavior of various materials, including steels and nonferrous alloys, under constant-amplitude loading. The authors then deal with the effects of complex loading using crack retardation and crack closure models to show how load fluctuations can slow crack growth rates and even cause total crack arrest. They also present the results of a study on crack initiation, propagation, and fracture in circular (rather than rectangular) specimens and a fatigue study on ductile and quasi-brittle materials.