This chapter provides an overview of the tools and techniques used to examine failure specimens and the wealth of information that can be obtained from fracture surfaces, cracks, wear patterns, and other such features. It discusses the use of metallography, fractography, and optical and electron microscopy. It presents a number of images recorded using these methods and explains what they reveal about the mode of fracture and the state of the component prior to failure.

A pair of bolts on a connecting rod failed during a test run for a prototype engine. They were replaced by bolts made from a stronger material that also failed, one due to fatigue, the other by tensile overload. The fracture surfaces on all four bolts were examined using optical and electron microscopes, indicating that the operating loads on the bolts far exceeded the design loads. Based on their observations, which are summarized in the report, failure analysts concluded that the design of the connecting rod system needs to be reassessed.

After several failed attempts to lower their starboard wheels for landing, pilots engaged the help of gravity through g-force maneuvers and managed to coax the wheels into place. An inspection following the incident revealed a broken universal joint in one of the linkages that opens and closes the doors to the undercarriage compartment. The failed component was removed from the aircraft and examined using optical and electron microscopes. Under low magnification, the fracture surface appeared jagged except for one corner that was relatively smooth. SEM fractography revealed the presence of fatigue striations in the smooth region and dimpling elsewhere. Based on their findings, investigators concluded that fatigue loading initiated a crack in the universal joint that progressed with time and that the final fracture occurred due to bending tensile overload.

A turbine blade in an aircraft engine failed, fracturing at the root above the fir tree region. Fractography indicated that a fatigue crack initiated at the trailing edge of the blade and the final fracture occurred when the crack reached critical length. Although the exact cause of crack initiation could not be established, material defects, improper root loading, and high operating temperatures were ruled out. This chapter describes how investigators came to their conclusions and what they learned through visual and SEM examination and qualitative elemental analysis. It includes images of the microstructure and fracture surfaces and explains what some of the details reveal about the failure.

A low-pressure turbine rotor blade failed in service, causing extensive engine damage. A section of the blade broke off around 25 mm from the root platform, producing a flat fracture surface that appeared smooth on one end and grainy elsewhere. Based on their examination, investigators concluded that the nickel-base superalloy blade was exposed to high temperatures and stresses, initiating a crack that propagated under cyclic loading. This chapter provides a summary of the investigation and the insights acquired using scanning electron fractography, metallography, and hardness measurements.

The quill shaft in an aircraft engine was found in two pieces following a flameout. One piece was short, straight, and otherwise undamaged; the other piece was bent in several places as was the sleeve that covered it. The facture surface, as viewed under optical and scanning electron microscopes, was flat and shiny with deformation marks and dimples, typical of torsional overload, and signs of severe rubbing on the periphery. Based on their observations, investigators concluded that the quill shaft failed by torsional overload, the source of which could not be determined.

A tie rod on a 70-ton aircraft towing tractor failed during a test run, fracturing near a welded bracket that connects to a hydraulic jack. This chapter discusses the failure and the investigation that followed. It presents a close-up view of the fracture surface showing what appears to be a brittle fracture that initiated from a zone of poor-quality weld. It also provides photographic evidence of a weld crack in the heat-affected zone and includes a drawing of a modified weld design that passed subsequent testing.

A second-stage compressor blade in an aircraft engine fractured after 21 h of service. The remaining portion of the blade was removed and examined as were several adjacent blades. Based on the results of SEM fractography, microstructural analysis, and hardness testing, the blade failed due to stress-corrosion cracking combined with the effects of inadequate tempering.

An aircraft crashed following the loss of yaw control in full airborne flight. The subsequent discovery of broken shutter bolts in the rear pitch reaction control valve led to an inspection campaign that found bolt failures of a similar nature in valves on several other aircraft. The bolts were removed and analyzed to determine the mode and cause of failure. Based on the results of macroscopy, scanning electron fractography, metallographic examination, and chemical analysis, the failures were caused by stress corrosion cracking, and in one case, overtightening.

This atlas contains images showing how sintering conditions (time, temperature, and atmosphere) and compaction pressure affect the microstructure of different types of stainless steel. It also includes images of stainless steel powders, fracture surfaces, and test specimens characterized by the presence of compounds, such as oxides, carbides, and nitrides, and various forms of corrosion.

This chapter first examines the tempering behavior of plain carbon steels and then that of alloy steels. Next, some correlations are examined which allow estimations of the tempered hardness from the chemical compositions, tempering temperature and tempering time. The chapter then describes the effect of tempering on the mechanical properties of plain carbon steels and the microstructure of plain carbon steels. It shows examples of the structure of plain carbon steels. Additionally, the chapter explains the stages and kinetics of tempering in alloy steels and plain carbon steels. It also describes some methods of estimating the hardness. Finally, the chapter discusses the important problem of temper embrittlement.

This chapter presents various case histories that illustrate a variety of failure mechanisms experienced by the high-strength steel components in aerospace applications. The components covered are catapult holdback bar, AISI 420 stainless steel roll pin, main landing gear (MLG) lever, inboard flap hinge bolt, nose landing gear piston axle, multiple-leg aircraft-handling sling, aircraft hoist sling, internal spur gear, and MLG axle. In addition, the chapter provides information on full-scale fatigue testing, nondestructive testing, and failure analysis of fin attach bolts.

This report describes the failure of a gas turbine in a combined-cycle power plant and the examination and tests that were conducted to determine the cause. Based on microstructural analysis, hardness measurements, and tensile tests, the failure was attributed to inadequate clearances in the seal land region between two stages in the compressor section of the rotor. The report also recommends changes to remediate the problem.

This chapter describes some of the most effective tools for investigating boiler tube failures, including scanning electron microscopy, optical emission spectroscopy, atomic absorption spectroscopy, x-ray fluorescence spectroscopy, x-ray diffraction, and x-ray photoelectron spectroscopy. It explains how the tools work and what they reveal. It also covers the topic of image analysis and its application in the measurement of grain size, phase/volume fraction, delta ferrite and retained austenite, inclusion rating, depth of carburization/decarburization, scale thickness, pearlite banding, microhardness, and hardness profiles. The chapter concludes with a brief discussion on the effect of scaling and deposition and how to measure it.

This article introduces the subject of fractography and how it is used in failure analysis. The discussion covers the structure of and fracture and crack-propagation behavior of polymeric materials, the distinction between the ductile and brittle fracture modes on the basis of macroscopic appearance, and the examination and interpretation of the features of fracture surfaces. In addition, the article considers several cases of field failure in various polymers to illustrate the applicability of available analytical tools in conjunction with an understanding of failure mechanisms.

This chapter discusses some of the more advanced methods and procedures used in failure analysis, including in-service material sampling, in situ microstructure analysis, and a form of punch testing that can determine the fracture toughness of any material from a tiny specimen. The chapter also covers quantitative fractography, fracture surface topography analysis, and the use of oxide dating as well as fault tree and failure modes and effects analysis (FMEA) and computational techniques.

This appendix focuses on procedures, techniques, and precautions associated with the investigation and analysis of metallurgical failures that occur in service. It describes the steps of an orderly failure analysis from collecting and examining samples to performing mechanical and nondestructive tests, preparing and examining fractographs and micrographs, determining failure mode, writing the report, and developing follow-up recommendations. It also examines the fundamental mechanisms of failure, why they occur, and how to identify them by their characteristic features.