In order to understand how various types of single-load fractures are caused, one must understand the forces acting on the metals and also the characteristics of the metals themselves. All fractures are caused by stresses. Stress systems are best studied by examining free-body diagrams, which are simplified models of complex stress systems. Free-body diagrams of shafts in the pure types of loading (tension, torsion, and compression) are the simplest; they then can be related to more complex types of loading. This chapter discusses the principles of these simplest loading systems in ductile and brittle metals.

This chapter begins with a review of some of the terms used in the gear industry to describe the design of gears and gear geometries. It then discusses the types of gears that operate on parallel shafts, intersecting shafts, and nonparallel and nonintersecting shafts. Next, the processes involved in the selection of gear are discussed, followed by information on the basic stresses applied to a gear tooth, the strength of a gear tooth, and the most widely used gear materials. Further, the chapter briefly reviews gear manufacturing methods and the heat treating processing steps including prehardening processes, through hardening, and case hardening processes.

This chapter describes the processes involved in the fabrication of wrought and cast metal products. It discusses deformation processes including bending and forming, material removal processes such as milling, cutting, and grinding, and joining methods including welding, soldering, and brazing. It also discusses powder consolidation, rolling, drawing and extrusion, and common forging methods.

A brittle fracture occurs at stresses below the material's yield strength (i.e., in the elastic range of the stress-strain diagram). This chapter focuses on brittle fracture in metals and, more specifically, ferrous alloys. It lists the factors that must all be present simultaneously in order to cause brittle fracture in a normally ductile steel. The chapter then discusses the macroscale characteristics and microstructural aspects of brittle fracture. A summary of the types of embrittlement experienced by ferrous alloys is presented. The chapter concludes with a brief section providing information on mixed fracture morphology.

Gas (atmosphere) carburizing is the de facto standard by which all other surface hardening techniques are measured and is the emphasis of this chapter. Initially, the chapter describes the process and equipment for gas carburizing. This is followed by sections discussing the processes involved in quenching, hardening, tempering, recarburizing, and cold treatment of carburized and quenched gears. Next, the chapter reviews the selection process of materials for carburized gears and provides information on carbon content, properties, and core hardness of gear teeth. The problems associated with carburizing are then covered, followed by the processes involved in heat treat distortion and shot peening of carburized and hardened gears. Information on grinding stock allowance on tooth flanks to compensate for distortion is also provided. The chapter further discusses the applications of carburized and hardened gears. Finally, it reviews vacuum carburizing and compares the attributes of conventional gas carburizing and vacuum carburizing.

Elevated-temperature failures are the most complex type of failure because all of the modes of failures can occur at elevated temperatures (with the obvious exception of low-temperature brittle fracture). Elevated-temperature problems are real concerns in industrial applications. The principal types of elevated-temperature failure mechanisms discussed in this chapter are creep, stress rupture, overheating failure, elevated-temperature fatigue, thermal fatigue, metallurgical instabilities, and environmentally induced failure. The causes, features, and effects of these failures are discussed. The cooling techniques for preventing elevated-temperature failures are also covered.

This chapter discusses five forms of mechanically assisted degradation of metals: erosion, fretting, fretting fatigue, cavitation and water drop impingement, and corrosion fatigue. Emphasis is placed on the mechanisms and the factors affecting these forms of degradation.

This chapter is a study of the microstructure of case-hardened steels. It explains what can be learned by examining grain size, microcracking, nonmetallic inclusions, and the effects of microsegregation. It identifies information-rich features, describing their ideal characteristics, the likely cause of variations observed, and their effect on mechanical properties and behaviors. The discussions throughout the chapter are aided by the use of images, diagrams, data plots, and tables.

This chapter discusses the causes and effects of ductile and brittle fracture and their key differences. It describes the characteristics of ductile fracture, explaining how microvoids develop and coalesce into larger cavities that are rapidly pulled apart, leaving bowl-shaped voids or dimples on each side of the fracture surface. It includes SEM images showing how the cavities form, how they progress to final failure, and how dimples vary in shape based on loading conditions. The chapter, likewise, describes the characteristics of brittle fracture, explaining why it occurs and how it appears under various levels of magnification. It also discusses the ductile-to-brittle transition observed in steel, the characteristics of intergranular fracture, and the causes of embrittlement.

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.

Steel castings are produced in thousands of designs for different applications. They fill needs in many industries, including transportation, construction machinery, earthmoving equipment, rolling mills, mining, oil and gas exploration, and power generation. This chapter touches upon the variety of applications for which steel castings can be supplied and the ranges of casting size and complexity. Photographs in this chapter provide an understanding of these applications, their size and complexity, and the types of cast steels produced.

This chapter describes some of the more typical manufacturing practices, along with their benefits and limitations. The manufacturing practices covered include primary melting, electroslag remelting, rolling, hot and cold drawing, and continuous casting. The chapter discusses the advance and application of powder metallurgy. A few of the more recently introduced processes that hold considerable promise for producing tool steels or finished tools at a lower cost or with improved quality also are reviewed.

This chapter discusses bulk deformation processes and how they are used to reshape metals and refine solidification structures. It begins by describing the differences between hot and cold working along with their respective advantages. It then discusses various forging methods, including open-die and closed-die forging, hot upset and roll forging, high-energy-rate forging, ring rolling, rotary swaging, radial and orbital forging, isothermal and hot-die forging, precision forging, and cold forging. The chapter also includes information on cold and hot extrusion and drawing operations.

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.