This chapter identifies the primary causes of service failures and discusses the types of defects from which they stem. It presents more than a dozen examples of failures attributed to such causes as design defects, material defects, and manufacturing or processing defects as well as assembly errors, abnormal operating conditions, and inadequate maintenance. It also describes the precise usage of terms such as defect, flaw, imperfection, and discontinuity.

During cyclic spin tests, the turbine disc in an aircraft engine broke apart with a loud noise, followed by a fire. Based on a detailed examination and the results of SEM fractography and hardness measurements, failure analysts concluded that a locking plate became dislodged due to the shearing of the screws that hold it in place. They also provided recommendations to remediate the problem.

This chapter presents a comprehensive coverage of mechanical fastening methods. It begins with a discussion on the advantages and disadvantages of mechanical fastening followed by sections providing information on mechanically fastened joints and the selection of the correct fastener system. The chapter then describes important structural fasteners, namely bolts, screws, pins, collar fasteners, rivets, blind fasteners, machine pins, and spring clip fasteners. The following sections describe the process involved in presses, shrink fits, hole generation, and fastener installation. The chapter ends with information on miscellaneous mechanical fastening methods.

Residual, or locked-in internal, stresses are regions of misfit within a metal part or assembly that can cause distortion and fracture just as can the more obvious applied, or service, stresses. This chapter describes the fundamental facts about residual stresses and discusses the basic mechanisms of residual stress formation: thermal, transformational, mechanical, and chemical.

Induction heating has found widespread use as a method to raise the temperature of a metal prior to forming or joining, or to change its metallurgical structure. However, induction heating has specialized capabilities that make it suitable for applications outside of metal treatment and fabrication. This chapter summarizes some of the special applications of induction heating, including those in the plastics, packaging, electronics, glass, chemical, and metal-finishing industries. The chapter concludes with a discussion of the application of induction heating for vacuum processes.

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.

This chapter describes joining by forming processes including riveting, clinching, crimping, and dieless joining techniques. It also discusses the fatigue behavior of clinched joints and the results of fatigue tests that compare clinched and spot welded joints.

This chapter is a detailed account of the general characteristics and effects of and the methods for preventing or reducing different categories of wear failures, namely abrasive (erosive, grinding, and gouging), adhesive, and fretting wear.

This appendix provides detailed information on design deficiencies, material and manufacturing defects, and service-life anomalies. It covers ingot-related defects, forging and sheet forming imperfections, casting defects, heat treating defects, and weld discontinuities. It shows how application life is affected by the severity of service conditions and discusses the consequences of using inappropriate materials.

This chapter focuses on common failure characteristics exhibited by mechanical and electrical components. The topic is considered from two perspectives: one possibility is that the system failed because parts were nonconforming to drawing requirements and another possibility is that the system failed even though all parts in the system met their drawing requirements. The common failures discussed in this chapter include those associated with metallic components, composite materials, plastic components, ceramic components, and electrical and electronic components.

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 covers the basic aspects of composite materials. It describes the arrangement, form, and function of their constituent materials and explains how they perform better in combination than on their own. It discusses the directional nature of isotropic, anisotropic, and orthotropic materials, the orientation of plies in unidirectional (lamina) and quasi-isotropic (laminate) lay-ups, and the dominant role of fibers in determining strength, stiffness, and other lamina properties. The chapter also compares the engineering attributes of composites with those of metals and includes application examples.

This chapter covers the tribological properties of stainless steel and other corrosion-resistant alloys. It describes the metallurgy and microstructure of the basic types of stainless steel and their suitability for friction and wear applications and in environments where they are subjected to liquid, droplet, and solid particle erosion. It also discusses the tribology of nickel- and cobalt-base alloys as well as titanium, zinc, tin, aluminum, magnesium, beryllium, graphite, and different types of wood.

This chapter describes the classification of steels and the various compositional categories of commercial steel products. It explains how different alloying elements affect the properties of carbon and low-alloys steels and discusses strength, toughness, and corrosion resistance and how to improve them.

Parts of machines and equipment that have previously been designed as wrought or fabricated parts, or as cast parts of metals other than steel, are often reconsidered as steel castings. This chapter presents bending test data for several junction designs of L and box sections and discusses redesign from fabrication, forgings, and cast iron. The chapter also includes the benefits of redesign.

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 addresses the hardware requirements for filament winding, from elementary processing equipment to more advanced systems. The chapter describes the equipment, defines how it is best used, and presents real-life examples. It describes a helical horizontal filament winding machine system and a vertical winding machine. The chapter provides information on in-plane (polar) winders and several types of creels, namely stationary and no twist, rotating, braking, and combinations thereof. Comprehensive descriptions of mandrel designs used in filament winding are presented in text and illustration. The chapter also reviews process control of filament winding parameters, including for some specialized winding processes and unique component types.