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.

This chapter discusses the failure of a control cable on an aircraft and the findings of an investigation that followed. The cable was made of stranded steel wire that was visibly worn. All seven strands had snapped and bore evidence of corrosion, pitting, nicks, and rubbing. Based on their observations and the results of SEM fractography, investigators concluded that tensile overload was the predominate cause of failure.

Several components from the tail boom of a helicopter were found fractured at a crash site, including gusset plates, the hat section near the lower yoke, and a cable that controls the pitch of the tail rotor. The components were recovered from the wreckage and taken to a lab for closer examination. Based on their observations and the results of SEM fractography, failure analysts concluded that the gusset plates failed due to a downward bending overload in tension and that the tail rotor control cable snapped due to tensile overload. There were no indications of delayed failure in any of the areas examined.

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.

This chapter describes an investigation following an aircraft accident in which the main undercarriage struts had failed. Visual examination revealed that the starboard strut fractured about 13 cm from the end nearest the underside of the wing. A close-up view of the fracture surface indicated that cracking initiated at the outer periphery of the strut and propagated inward until overload fracture occurred. SEM imaging revealed fatigue striations along the outer periphery and dimples elsewhere, indicative of tensile overload. Based on these observations, investigators concluded that the starboard strut failed by fatigue, which overloaded the port side strut as evidenced by its slant type fracture pattern.

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 compressor blade made of titanium alloy fractured during an engine test. The material and processing conditions of the blade were found to be satisfactory, turning the focus of the investigation to operating anomalies and human error. A photograph of the failed blade shows well-defined chevron marks along the fracture surface that end in a shear lip on the convex side. Further examination using a SEM shows that the failure was due to overload. Based on these observations and the results of tensile testing and microstructural analysis, investigators concluded that a sudden impact load on the concave side of the blade caused it to fracture.

This chapter discusses the failure of an aileron control cable in an aircraft and explains how investigators determined the cause. Based on their observations and the results of SEM fractography, investigators concluded that the cable had been damaged by a shearing tool, leading to its failure.

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.

Durability is a generic term used to describe the performance of a material or a component made from that material in a given application. In order to be durable, a material must resist failure by wear, corrosion, fracture, fatigue, deformation, and exposure to a range of service temperatures. This chapter covers several types of component and material failure associated with wear, temperature effects, and crack growth. It examines temperature-induced, brittle, ductile, and fatigue failures as well as failures due to abrasive, erosive, adhesive, and fretting wear and cavitation fatigue. It also discusses preventative measures.

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 chapters discusses the basic steps in the failure analysis process. It covers examination procedures, selection and preservation of fracture surfaces, macro and microfractography, metallographic analysis, mechanical testing, chemical analysis, and simulated service testing.

Fatigue fractures are generally considered the most serious type of fracture in machinery parts simply because fatigue fractures can and do occur in normal service, without excessive overloads, and under normal operating conditions. This chapter first discusses the three stages (initiation, propagation, and final rupture) of fatigue fracture followed by a discussion of its microscopic and macroscopic characteristics. The relationship between stress and strength in fatigue is explained. The next section provides information that may help the uninitiated to appreciate some of the problems of laboratory fatigue testing and of the fatigue process itself. Finally, information on types and statistical aspects of fatigue is provided along with examples.

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.