During fusion welding, the thermal cycles produced by the moving heat source causes physical state changes, metallurgical phase transformations, and transient thermal stresses and metal movement. This chapter begins by discussing weld metal solidification behavior and the solid-state transformations of the main classes of metals and alloys during fusion welding. The main classes include work- or strain-hardened metals and alloys, precipitation-hardened alloys, transformation-hardened steels and cast irons, stainless steels, and solid-solution and dispersion-hardened alloys. The following section provides information on the residual stresses and distortion that remain after welding. The focus then shifts to distortion control of weldments. Inclusions and cracking are discussed in detail. The chapter also discusses the causes for reduced fatigue strength of a component by a weld: stress concentration due to weld shape and joint geometry; stress concentration due to weld imperfections; and residual welding stresses. Inspection and characterization of welds are described in the final section of this chapter.

Fatigue failures occur due to the application of fluctuating stresses that are much lower than the stress required to cause failure during a single application of stress. This chapter describes three basic factors that cause fatigue: a maximum tensile stress of sufficiently high value, a large enough variation or fluctuation in the applied stress, and a sufficiently large number of cycles of the applied stress. The discussion covers high-cycle fatigue, low-cycle fatigue, and fatigue crack propagation. The chapter then discusses the stages where fatigue crack nucleation and growth occurs. It describes the most effective methods of improving fatigue life. The chapter also explains the effect of geometrical stress concentrations on fatigue. In addition, it explores the environmental effects of corrosion fatigue, low-temperature fatigue, high-temperature fatigue, and thermal fatigue. Finally, the chapter discusses a number of design philosophies or methodologies to deal with design against fatigue failures.

The relationship of stress and strength gradients must be considered simultaneously in analysis of a particular type of fracture. This chapter discusses the principal elastic stress distribution in members of various shapes under different types of pure loads. A basic understanding of both the stress and strength gradients of metal parts with and without stress concentrations and under different types of loading is provided. The chapter also describes the effect of service conditions on applied stresses.

Stress severity factors are used in design and analysis to account for stress concentrations, variations in material properties and fabrication quality, and other analytical uncertainties. They indicate the severity of stress in areas that are prone to crack development. This appendix discusses stress severity factors associated with fastener holes in attachment joints.

The mechanical behavior of a material is its response to an applied load or force. Important mechanical properties are strength, hardness, stiffness, and ductility. This chapter discusses three principal ways in which these properties are tested: tension, compression, and shear. Important tensile properties that can be determined by the tensile test include yield strength, ultimate tensile strength, ductility, resilience, and toughness. The chapter describes the effects of stress concentrations on ductile metals under cyclic loads. Other topics covered include combined stresses, yield criteria, and residual stresses of metals.

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.

Glasses and ceramics are susceptible to stress-corrosion cracking (SCC), as are metals, but the underlying mechanisms differ in many ways. One of the major differences stems from the lack of active dislocation motion that, in metals, serves to arrest cracks by reducing stress concentrations at flaw tips. As a result, even relatively small flaws (20 to 50 μm in radius) can cause glasses and ceramics to fail. This chapter examines the propensity of flaws to grow in glass and ceramic materials exposed to different environments, especially water, at stresses well below those that would produce immediate failure. It describes crack growth mechanisms, explains how to measure crack growth rates and predict time to failure, and provides crack growth data for a number of materials and environments.

This chapter discusses the factors that play a role in fatigue failures and how they affect the service life of metals and structures. It describes the stresses associated with high-cycle and low-cycle fatigue and how they differ from the loading profiles typically used to generate fatigue data. It compares the Gerber, Goodman, and Soderberg methods for predicting the effect of mean stress from bending data, describes the statistical nature of fatigue measurements, and explains how plastic strain causes cyclic hardening and softening. It discusses the work of Wohler, Basquin, and others and how it led to the development of a strain-based approach to fatigue and the use of fatigue strength and ductility coefficients. It reviews the three stages of fatigue, beginning with crack initiation followed by crack growth and final fracture. It explains how fracture mechanics can be applied to crack propagation and how stress concentrations affect fatigue life. It also discusses fatigue life improvement methods and design approaches.

This chapter provides an overview of factors that must be considered in the design of structural components for satisfactory service performance in terms of mechanical behavior of steel castings. The chapter discusses designing against yielding, excessive deflection, and creep and stress rupture. The chapter describes the three main approaches to evaluating and designing structures relative to fatigue resistance: the S-N curve approach for high cycle fatigue, the strain range approach for low cycle fatigue, and the fracture mechanics approach. Two approaches to design against brittle fracture are described, the ductile to brittle transition concept and the fracture mechanics approach. The chapter also discusses several types of corrosion behavior and emphasizes the need to interact with corrosion specialists in the design process. It illustrates the unique advantages that designers may gain by designing components as castings to achieve low stress concentrations economically.

Structural members in a radar antenna system are held together by cadmium-plated high-strength steel bolts, several of which had fractured along the fillet near the head. Investigators determined that the bolts did not seat properly, making contact only at the periphery, which subjected them to high stress concentrations in the fillet region. They also concluded that the intergranular nature of the fracture, as revealed by scanning electron fractography, pointed to hydrogen embrittlement as a contributing factor. This chapter provides a summary of the investigation along with a recommendation to consider adding spring washers to the assembly.

A generating system in a hydroelectric power plant was shut down to investigate an abnormal sound coming from one of the turbines. A piece of metal that had broken off one of the vanes on the runner was found in the tail race and was subsequently examined along with the runner. Based on the fracture characteristics, as described in the report, the vane failed in fatigue due to a crack that initiated in an area of stress concentration.

This chapter focuses on some of the facts of mechanical properties of metals that must be understood to successfully undertake the task of failure analysis. The discussion begins by describing the causes and effects of elastic and plastic deformation followed by a section describing the effects of temperature variations on mechanical properties, both in tension and in compression. The nonlinear behavior of gray cast iron caused by the graphite flakes is then described. Finally, the effect of stress concentrations on high-strength metals is considered.

This chapter provides a brief review of industry’s battle with fatigue and fracture and what has been learned about the underlying failure mechanisms and their effect on product lifetime and service. It recounts some of the tragic events that led to the discovery of fatigue and brittle fracture and explains how they reshaped design philosophies, procedures, and tools. It also discusses the influence of material and manufacturing defects, operating conditions, stress concentration and intensity, temperature and pressure, and cyclic loading, all of which play a role in the onset of fatigue cracking and thus should be considered when predicting useful product life.

This chapter is largely a compendium of best practices and procedures for minimizing the effects of fatigue. It explains how to make products more resistant to fatigue by choosing the right materials and manufacturing processes, avoiding geometries and features that concentrate strains, preventing or removing surface damage, and by inducing compressive mean stresses that prolong fatigue life. It also discusses the use of property conditioning and restoration treatments, the benefits of interference fits and processes such as coaxing, the effects of assembly damage and operating overload, the importance of surface cleanliness and finish, and the role of inspection, testing, replacement, and repair in safe-life and fail-safe designs. Examples highlighting the benefits and potential pitfalls of proof loading tests are included as well.

This chapter discusses the methodology of the tensile test and the effect of some of the variables on the tensile properties. The methodology and variables discussed are shape of the item being tested, method of gripping the item, method of applying the force, determination of strength properties other than the maximum force required to fracture the test item, ductility properties to be determined, speed of force application or speed of elongation, and test temperature. The chapter presents the definitions of the basic terms and their units, along with discussions of basic stress-strain behavior and the differences between related terms, such as stress and force and strain and elongation. It considers the parts of a tensile test, namely, test-piece preparation, geometry, and material condition; test setup and equipment; and test procedures. The chapter provides information on post-test measurements and describes the effect of strain concentrations and strain rate on tensile properties.

Induction heating, in most applications, is used to selectively heat only a portion of the workpiece that requires treatment. This chapter covers the basic principles, features, and metallurgical aspects of induction heating. The discussion includes the conditions required for induction heating and quenching, the use of magnetic flux concentrators to improve the efficiency of surface heating, and the quenching systems used for induction hardening. The discussion also provides information on time-temperature dependence in induction heating, workpiece distortion in induction surface hardening, residual stresses after induction surface hardening and finish grinding, and input and output control of steel for induction surface hardening of gears.

Although zirconium resists stress-corrosion cracking (SCC) where many alloys fail, it is susceptible in Fe3+- and Cu2+-containing solutions, concentrated HNO3, halogen vapors, mercury, cesium, and CH3OH + halides. This chapter explains how composition, texture, stress levels, and strain rate affect the SCC behavior of zirconium and its alloys. It describes environments known to induce SCC, including aqueous solutions, organic liquids, hot and fused salts, and liquid metals. It also discusses cracking mechanisms and SCC prevention and control techniques.

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.

This appendix presents a close-form solution to determine the stress distribution around a hole of any shape or size in a strip of any material of any width. It also compares the close-form equation to classical solutions and the results of finite element analysis, demonstrating near perfect matches in each case.

This chapter reviews the fundamentals of stress, strain, and deformation and demonstrates some of the tools and techniques used to analyze how materials and structures respond to tension, compression, bending, and shear. It begins with an overview of the behavior of perfectly elastic and plastic materials and viscous substances. It then describes the stress-strain response of two- and three-dimensional solids, explaining how to determine principle stresses and strains using Mohr’s circle and how to derive equivalent stress and strain using the von Mises relationship. It then goes on to analyze the stress state of load-bearing members, pressurized tubes, and pin-loaded lugs, accounting for the effect of geometric discontinuities, such as cutouts, fillets, and holes, as well as cracks. It also explains how finite element methods are used to solve problems involving complex geometric and loading conditions.