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.

This chapter covers the tribological properties of different types of oil, greases, solid lubricants, and metalworking and traction fluids. It explains how lubricants are made, how they work, and how they are applied and tested. It also discusses the fundamentals of lubrication and friction control, the relationship between viscosity and breakaway friction, and the factors that affect load-carrying capacity and service life.

A product pedigree describes its design and how it was built and shows that it was built in accordance with the drawings and other documentation defining the product configuration. Evaluating the pedigree of a failed product can help to rule in or rule out hypothesized failure causes. This chapter describes various areas that can be examined by the failure analysis team to assess the pedigree of the failed system. If the failure analysis team suspects product pedigree anomalies it should confirm conformance through independent means.

Contaminants can be a cause of numerous types of system failures. There are numerous techniques for confirming contaminant presence. When the presence of a contaminant is suspected, the failure analysis team must find and eliminate the contaminant source, which can be obvious or quite subtle. This chapter summarizes a few commonly encountered contaminant sources to stimulate the reader's thinking about potential contaminant sources. A case study of titanium component washing at Litton Lasers is presented to illustrate how the presence of contaminants leads to a system failure.

Fireside corrosion can be a serious problem in oil-fired boilers and in refinery furnaces fired with low-grade fuels. This chapter provides an overview of fireside or oil-ash corrosion and the problems it can cause in utility power boilers and petrochemical refinery furnaces. It explains how oil-ash corrosion affects waterwalls, superheaters, and reheaters as well as metal tube supports and hangers.

Fossil fuels produce many byproducts that, if not fully combusted, put boiler tubes at risk. Fuel ash, chemical residues, and process heat pose the greatest threat and are the primary contributors to fireside corrosion. This chapter covers various types of fireside corrosion such as waterwall, fuel ash, and hot corrosion, acid dew-point or cold-end corrosion, and polythionic acid corrosion. It also addresses stress corrosion cracking and includes relevant case studies.

Most filament winding machines now have computer controls and at least three axes. Winding with four axes is increasingly common because the shapes of the products have evolved to include more complexity. The automation used on the winding machine and ancillary components does not eliminate the need for proper fiber handling. This chapter is a primer on modern filament winding equipment and its use, starting with an overview of machine control and then discussing the design and structural analysis of filament wound components such as pressure vessels, pipes, grid structures, deep sea oil platform drill risers, high-speed rotors, and filament-wound preforms.

This chapter discusses some of the ways that the lessons learned from failures have benefitted society, leading to improved product designs, better materials, safer industrial processes, and more robust codes and standards. It also provides several examples of how the technology and procedures associated with aviation security have been upgraded in the wake of air disasters.

This chapter describes various units and process streams that are often susceptible corrosion inhibitors in crude oil refineries, discusses the types and applications of corrosion inhibitors, and provides some information on corrosion monitoring techniques used at refineries.

Gearbox vibrations are classified as synchronous or nonsynchronous depending on whether or not they are related to the rotational speed of an internal or connected component. This chapter presents a turbogenerator case study that demonstrates the source of nonsynchronous vibration. It then provides a detailed discussion on spiking vibrations and presents design improvement and reduction of spiking vibrations.

This chapter discusses the importance of failure analysis and the role it plays in a society driven by technological advancement. It explains why failure rates are highest in the early and later stages of the life of any product and shows the extent to which failure rates increase when products are subjected to an aggressive operating environment.

This chapter reviews the knowledge of the field of gear tribology and is intended for both gear designers and gear operators. Gear tooth failure modes are discussed with emphasis on lubrication-related failures. The chapter is concerned with gear tooth failures that are influenced by friction, lubrication, and wear. Equations for calculating lubricant film thickness, which determines whether the gears operate in the boundary, elastohydrodynamic, or full-film lubrication range, are given. Also, given is an equation for Blok's flash temperature, which is used for predicting the risk of scuffing. In addition, recommendations for lubricant selection, viscosity, and method of application are discussed. The chapter discusses in greater detail the applications of oil lubricant. Finally, a case history demonstrates how the tribological principles discussed in the chapter can be applied practically to avoid gear failure.

Rolling is unique in that it cannot be conducted without friction. Friction draws the workpiece into the roll gap and facilitates its passage through the deformation zone. This chapter provides an overview of the mechanics and tribology of flat rolling processes and explains how various aspects of the theory apply to shape rolling as well. It derives numerous equations and models to help quantify the forces, torque, and power involved in rolling operations and the associated heating, slip, strain distribution, and deformation in both the workpiece and rolls. It describes the friction and wear that occur in hot and cold rolling under hydrodynamic and mixed-film lubrication; the influence of viscosity, film thickness, rolling speed, interface pressure, pass reduction, and lubricant breakdown; and the effect of surface finish and defects. The chapter also provides best practices for evaluating, applying, and treating lubricants for industrially important materials including iron-base, nickel-base, and aluminum alloys.

This chapter provides an overview of the fundamental material- and process-related parameters of quenching on residual stress, distortion control, and cracking. It begins with a description of phase transformations during heating and quenching of steel. This is followed by a section on the effects of materials and quench process design on distortion of steel during heat treating. Details on stress raisers and their role in quench cracking are then presented. The chapter ends with various selected case histories of failures attributed to the quenching process.

This chapter reviews failure aspects of structural ferrous powder metallurgy (PM) parts, which form the bulk of the PM industry. The focus is on conventional PM technology of parts in the density range of 6 to 7.2 g/cc. The chapter briefly introduces the processing steps that are essential to understanding failure analysis of PM parts. This is followed by a section on case hardening of PM parts. The methods used for analyzing the failures are then discussed. Some case studies are given that illustrate different failures and the methods of prevention of these failures.

Casting is one of the most economical manufacturing processes for providing shape to components of machinery and is used in a wide range of industries. This chapter is a brief account of the advantages, applications, limitations, and market growth of aluminum casting. It also provides information on the process of conversion of steel and iron parts to aluminum.

This chapter discusses the particular corrosion problems encountered and the methods of control used in petroleum production and the storage and transportation of oil and gas up to the refinery. It begins by describing those aspects of corrosion that tend to be unique to corrosion as encountered in applications involving oil and gas exploration and production. This is followed by a section reviewing the methods of corrosion control, namely the proper selection of materials, protective coatings, cathodic protection systems, use of inhibitors, use of nonmetallic materials, and control of the environment. The chapter ends with a discussion on the problems encountered and protective measures that are based on the state-of-the-art as practiced daily by corrosion and petroleum engineers and production personnel.

This chapter discusses the factors that must be considered when selecting a lubricant for sheet metal forming operations. It begins with a review of lubrication regimes and friction models. It then describes the selection and use of sheet metal forming lubricants, explaining how they are applied and removed and how their pressure and temperature ranges can be extended by performance enhancing additives. The chapter also explains how sheet metal forming lubricants are evaluated in the laboratory as well as on the production floor and how tribological tests are conducted to simulate stamping, deep drawing, ironing, and blanking operations.