This chapter describes the mechanical properties of fully pearlitic microstructures and their suitability for wire and rail applications. It begins by describing the ever-increasing demands placed on rail steels and the manufacturing methods that have been developed in response. It then explains how wire drawing, patenting, and the Stelmor process affect microstructure, and describes various fracture mechanisms and how they appear on steel wire fracture surfaces. The chapter concludes by discussing the effects of torsional deformation, delamination, galvanizing, and aging on patented and drawn wires.

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.

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 cardon shaft operating in an aircraft engine failed and was taken out and analyzed to determine the cause. A photograph of the broken shaft in the as-received condition shows the location and orientation of the fracture. The fracture surface appeared smooth, indicating that a considerable amount of rubbing occurred after the shaft broke. SEM fractography revealed deformation marks and elongated dimples, typical of shear overloads, along with other details. Based on their analysis, investigators concluded that the cardan shaft failed under torsional overload. They also cited a need for a more detailed examination of the driven end of the shaft.

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 chapter reviews various ways to classify failure categories and summarizes the basic types, causes, and mechanisms of damage, with particular consideration given to whether the likelihood of the types of damage can or cannot be influenced by the heat treating of steel parts. The classical organization for types of damage (failures) is as follows: deformation, fracture, wear, corrosion or other environmental damage, and multiple or complex damage. The chapter also provides some examples of lack of conformance to specification that may at first look like the heat treater did something wrong, but where other contributing factors made it difficult or impossible for the heat treater to meet the specification.

This chapter reviews the theories that have emerged from the widespread study of multiaxial fatigue and assesses their validity using data from different sources. It begins by providing background on the studies that the chapter draws on, pointing out differences in methodology and explaining how they influence test results and data. It then discusses the concept of critical planes and how they are used to correlate the effects of uniaxial loading with multiaxial fatigue behaviors. The section that follows covers the various methods used to analyze multiaxial fatigue and identifies one that best treats the general case. The chapter also defines two important factors, the triaxiality factor and the multiaxiality factor, and presents the results of an extensive study to determine how the two factors are related. One of the more interesting findings is that the atomic structure of a material has a significant effect on which theory best describes its fatigue behavior.

This chapter discusses the stress-strain response of materials, how it is measured, and how it used to set performance expectations. It begins by describing the common tensile test and how it sheds light on the elastic design of structures as well as plasticity and fracture behaviors. It explains how engineering and true stress-strain curves differ, how one is used for design and the other for analyzing metal forming operations. It discusses the effect of holes, fillets, and radii on the distribution of stresses and the use of notch tensile testing to detect metallurgical embrittlement. The chapter also covers compression, shear, and torsion testing, the prediction of yielding, residual stress, and hardness.

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.