nullApplied Failure Analysis
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Parts Re-use TrainingApplied Failure Analysis
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Parts Re-use Training General Procedures GuidelinesGeneral ProceduresGeneral ProceduresGeneral disassembly practices
Parts marking - Standardized procedure
Cleaning
Visual exam
Tooling
Protecting parts before re-useParts Reuse PracticesParts Reuse Practices Get Organized - Need for Speed
Think safety - Parts need protection too
Know the customer - if not, error to the conservative
Remove and install components - carefully
Observe general condition - look at the whole picture
Component disassembly - mark parts, handle with care
Initial inspection - during disassembly
Parts cleaning - beware of handling damage
Visual inspection - Time = Money
Protect parts for re-use - clean and dry storageGet OrganizedGet OrganizedGet organized before starting the job
think through the process to be performed
review manuals, become familiar with sequence
have the tools needed for the job, organized
use the special equipment required, it protects the parts and personnel
are the facilities adequate to perform the work, especially important in field service
will additional help be necessary and available when needed
Think SafetyThink SafetyThink about safety for
yourself and anyone helping you
use chock, blocks, jack stands, and other safety equipment
carelessness can disable and/or kill
all other personnel in the repair area
if you make a mess, clean it up immediately
mark off work area if required
machine and components
determine the extent of the damage before starting, moving or operating the equipment
don’t create more damage than already existsKnow the CustomerKnow the CustomerKnowledge of the customer application, operation, and maintenance history can help identify parts, components, or assemblies that may require closer examination.
Document vehicle condition before repairTake SOS SamplesTake SOS SamplesTake SOS fluid samples at operating temperature before draining and removing or disassembling the component, the results can:
indicate the operating environments that were present
help determine which parts require closer examination e.g. bearings, bushings, clutch packs, etc
identify parts that may have been overlooked ie. oil coolers, or heat exchangers for leaks
Cut filters apart and inspect them for debrisRemove the ComponentRemove the ComponentUse proper lift, move, and support equipment
spreader bars prevent flexing, bending, and broken parts
movable lift point allows the component to be held at the correct angle, avoids binding, and sudden movement from shifting weight
proper jacks, stands, and lifts provide good supportRight WayWrong WayRemove the ComponentRemove the Componentnever use the component fasteners to lift or support the component if fastener re-use is intended, especially critical fasteners such as head bolts, etc.
support the component being removed before disassembling the fasteners to prevent bent parts or dropped components
support equipment should carry only the weight of the component being removed to avoid binding
prying components apart with screwdrivers or bars can damage gasket or mating surfaces , use jacking boltsObserve General Condition of the ComponentObserve General Condition of the ComponentLook for obvious problems that would prevent re-use of the various parts in the component
Record anything abnormal, such as leaking seals or foreign material deposits, so the cause can be determined and corrected during re-assembly
Look for wear types, locations, and patterns
seven types of wear are commonly encountered
each wear type has a characteristic appearance
each wear type indicates a specific environment was present during operation and that other problems may exist
location and pattern tell how and where loading was applied, may also indicate misalignment or bent partsWear Types and CharacteristicsWear Types and Characteristicsabrasive wear = scratches on part surfaces
adhesive wear = melted and smeared metal on wear surface
corrosion = oxidized metal and pits
erosion = tiny impact dents and surfaces wearing away
cavitation = localized sharp pitting where liquid is normally present
contact stress fatigue = cracks and pitting in high load areas
fretting = micro-welding and metal transfer on joint surfacesAbrasive WearAbrasive WearAbrasive wear occurs when hard particles get between two moving surfaces. Soft surfaces are cut leaving scratches, hard surfaces are not cut easily, but the rubbing action can create heat. Lubrication usually removes the heat generated.
first determine what the particle is, this will aid in determining where it came fromAbrasive ScratchesnullnullAdhesive WearAdhesive WearAdhesive wear occurs when two moving surfaces make contact without adequate lubrication and/or cooling. Friction raises the surface temperature until melting and adhesion takes place. Early stages appear polished, more advanced stages become rough.
why was there metal to metal contact, lack of lube or cooling problemsEarly StagesAdvanced StagesnullnullnullCorrosionCorrosionCorrosion is an electrochemical reaction where anodes (more active metal areas) give themselves up to cathodes (less active metal areas). An electrolyte, such as water, must be present to complete the circuit. Anodes move to the electrolyte, mix with oxygen and form an oxide. The removal of anodes creates pits.
what is the electrolyte and how did it get to the partCorrosion & PitsErosionErosionErosion occurs when small hard particles hit part surfaces at high speeds causing impact and abrasive wear. Affected surfaces often have a shot peened or matte appearance.
what are the particles and where are they coming from, is there a filtration problemImpact & Abrasive WearCavitationCavitationCavitation is a type of erosion caused by vapor bubbles in a liquid collapsing against a metal surface as the fluid pressures change from low to high. When the bubbles collapse, the fluid impacts the metal at supersonic speeds cracking and breaking small pieces of metal away. The damage is usually confined to a specific area.
why are there air or vapor bubbles in the fluid? Cavitation ErosionContact Stress FatigueContact Stress FatigueContact stress fatigue occurs when two surfaces slide or roll against each other developing high stress, surface movements and fatigue cracks in one or both surfaces. As the damage advances, pitting and spalling occur. Damage is located in the high load areas and indicates too much load, concentrated loading, lube problems, etc.
check lube quality, load, alignmentCracks & PitsSpallingFrettingFrettingFretting and fretting corrosion occur when two parts that normally fit tightly together are forced to move against each other slightly. The repeated movement causes micro welding of the small irregularities on the joined surfaces. Micro welding causes small pieces of metal to pull out leaving pits on one part and metal build-up on the other. The small pieces of steel can corrode leaving a reddish-brown oxide.
check loading, fastener torque, clamping area, surface parallelism Pits & CorrosionWear Location & PatternWear Location & PatternWear location and pattern indicate how loading was applied to the parts
Wear is usually centered and evenly distributed on the part contact surface
if the wear is off center, at one end of a part or wanders, it could mean alignment, bent parts or loose fit problems exist in the componentLight Contact Heavy WearMisaligned GearsWear on Opposite SidesBent Con RodWear Type, Patterns and DebrisWear Type, Patterns and DebrisWear can create stress raisers that lead to failures
Any type of wear, wear pattern or debris that is not considered “normal” for the application and/or hours should be investigated
Determine the reason (root cause) for the particular wear type and pattern, refer to Applied Failure Analysis (AFA) materials
Correct the cause during the re-assemblynullnullnullnullnullnullnullnullnullnullnullnullnullnullnullnullnullnullnullComponent Disassembly Component Disassembly Marking parts is critical for visual exam and re-use because it provides:
timing
location
orientation
family grouping
Best to mark parts before and during disassemblyComponent DisassemblyComponent DisassemblyVarious methods may be used to mark parts
acid pen
vibrating pen
scribe
paint pen
permanent marker
Areas to be marked may need to be cleaned first
Marks should not be removed during cleaning
Always mark in areas that will not damage parts and marks will not wear awayComponent DisassemblyComponent DisassemblyAvoid using a hammer or impact tools that could damage parts during disassembly or re-assembly if re-use is intended
damage to bearing will shorten service life
damage to housing bore affects the bearing seating and roundness (egg shaped bearing race)Bearing Race
DentHousing DamageComponent DisassemblyComponent DisassemblyParts Marking - Standardized ProcedureParts Marking - Standardized ProcedureParts marking procedure should be performed during disassembly to avoid forgetting or mixing parts with other rebuilds in progress
Parts that are not salvageable should also be marked for reference during failure analysis, especially if being kept as an example for training purposes
9U7377 acid etching pen is an effective permanent marking instrumentParts Marking - Standardized ProcedureParts Marking - Standardized ProcedureIf instruments such as vibrating pens are used to mark parts, mark in areas of low stress concentration to reduce the possibility of induced failure
Use SEBF8187-01 “Standardized Parts Marking Procedure” for more details on recommended areas to mark partsInitial InspectionInitial InspectionVisual examination is a continuous process performed during disassembly, cleaning, and re-assembly
Initial inspection is performed during disassembly and should include:
recording
part numbers and manufacturers logo
manufacturing and/or re-manufacturing date codes
identifying marks such as supplier codes, forging die codes, steel heat codes, etc
number of rebuilds and hours accumulated on each part
looking at all areas of each part, paying special attention to high stress areas and normal stress raisers to determine if closer inspection is neededInitial InspectionInitial InspectionCheck and record all part number and manufactures logo to assure they are correct, up to date, and genuine Cat parts, remember that competitors can use Cat part numbers but not the logoCompetitor PartInitial InspectionInitial InspectionDate codes are forged or stamped on many new parts, and stamped, engraved or acid etched on remanufactured parts indicating the date of manufacture or remanufacture using the NUMERAL KOD systemInitial InspectionInitial InspectionNUMERAL KOD (continued)
date codes can have four or six letters
each letter corresponds to a number between zero and nine
when four letters are used, the first two are the month and the last two are the year the part were made
when six letters are used; the first two indicate the day, the second two are the month and the last two are the year the part was manufactured
engine bearings may have a number and four letter date code, the number refers to a steel specification and the letters as discussed above
Initial InspectionInitial InspectionDeciphering date codes
The date code on the engine bearing is 5NEOA
5 is the steel specification
NE = 03 for March
OL = 85 for 1985
the bearing was manufactured in March 1985 Initial InspectionInitial InspectionSupplier codes, forging die codes, and steel heat codes may also be on parts and could be important if the part fails during early hours or if there is a product watchDie CodeSupplier CodeSteel Heat CodeInitial InspectionInitial InspectionDetermine the number of rebuilds and hours already on the part using the standard parts marking procedure
keep in mind that some critical fasteners should only be re-used once
some parts such as anti-friction bearings have a finite life and may need to be replaced even though they still “look good”
do not re-use parts if the number of hours remaining in normal life expectancy is less than the expected service life of the component being rebuiltInitial InspectionInitial InspectionInitial inspection should also help determine which parts need closer inspection
Closer inspection is required for any part that displays:
abnormal wear and/or wear patterns
abnormal stress raisers e.g.. pits, dents, scratches, cracks, etc.
temper colors not associated with heat treatment
discoloration
distortion
deposits
evidence of abuse or damage
any abnormal or unusual feature
Initial InspectionInitial InspectionAny part that requires closer inspection should be labeled and set aside for special cleaning and handling
Damaged parts can be:
sorted out, cleaned together, and sent to salvage for processing
used to trigger a replacement parts order if the parts cannot be salvaged, this will speed the process
should not be immediately scrapped, but rather protected until failure analysis has been completed and the root cause of the failure identified and correctedParts CleaningParts CleaningEfficient and Effective
Use acceptable methods
Questionable parts from initial inspection may require manual cleaning
Use caution with aggressive cleaning methods
Time is MoneyCleaningCleaninggrit blast, shot blast (steel or glass bead), soda blast, and other methods are used in spec shops for components and parts requiring specialized or more aggressive cleaning
these cleaning methods can be used on parts that have passed initial inspection
if used on parts that need closer inspection, do not remove temper colors, wear types, or disturb areas around cracks, etc.CleaningCleaningPart composition and condition should determine the cleaning method used
know the acceptable cleaning methods for the parts, e.g.. some transmission disks cannot be washed in a water-based cleaner
use the most efficient cleaning method available, e.g.. prefer cabinet washers and dunk tanks to hand washing
if automated washers are used, the cleaning baskets can double as parts storage until final inspection and assembly; time and money are saved and risk of damaging the parts reduced with less handlingVisual ExamVisual ExamGood visual examination of parts during disassembly is the key to quickly determining which parts can be re-used and those that require further inspection, salvage, or replacement
Good visual examination reveals facts about types of wear, stress raisers, operating temperatures, loading, abuse damage, evidence of previous repair, supplier identification, date of manufacture, etc.Visual ExamVisual ExamSpecial cleaning and handling methods should be used to preserve the facts until testing is complete
use a fast drying mild solvent to soak and/or rinse parts clean
do not wipe, scrub, or scratch to clean parts, especially soft parts e.g.. engine bearings
air dry, blow with compressed air or blot dry with paper towel, do not wipe with shop towel
Visual ExamVisual ExamBright and directed lighting are essential to visual inspection of parts
bright lighting aids in locating and identifying wear types, foreign material deposits, cracks and other facts that may have gone unnoticed
angled lighting from a directed light source is equally important because it produces shadows and contrasts on the part surfaces that give three dimensional detail to facts that might otherwise be hidden e.g.. wear scratches, cracks, machining marks, etcBright LightingAngled LightingVisual ExamVisual Exammove the light around the part or rotate the part in the light to observe the part surfaces from all angles, some angles will show more detail than othersVisual ExamVisual ExamCompare questionable used parts to new parts or other undamaged used parts to help determine normal appearance and areas that require testing or measurementsVisual ExamVisual ExamObserve and record facts to be kept on file for each rebuilt component
record the parts and locations that needed special testing as well as the test results, e.g..
temper colors, unrelated to heat treatment, on the bearing journal of shaft P/N 123-4567 indicate the part may have been softened by heat during operation or disassembly. Hardness testing results in the temper colored area were within specifications at Rockwell C 52. The shaft was re-used.Visual ExamVisual ExamCompletely disassemble components to look at ALL of the parts and surfaces for signs of wear, material build-up or damage
remove bearings to inspect their backsides and the bores even if the wear surfaces look good
Visual ExamVisual ExamCircumstances may prevent the removal of some parts, e.g.. crankshaft of in-frame engine rebuilds
closely inspecting the back or mounting side of the parts removed will indicate the condition of the parts or areas not visible
fretting and build-up on the bearing back means that the bearing bore in the block also has a problem and the crankshaft must be removed to clean and/or repair the blockFretting on bearing boreFretting on bearing backVisual ExamVisual ExamSometimes magnification is needed to identify wear types, foreign debris, or to study high stress areas and abnormal stress raisers
10 - 20 power is a very useful range for most inspection needs
microscopes give greater magnification capability and three dimensional view
Amount and angle of lighting become critical when using magnificationVisual ExamVisual ExamThink about what you see and what that means needs to be checked, measured or tested
abrasive wear - part dimensions, clearances, surface finish
adhesive wear - part dimension, part shape, how much material has been moved or removed, hardness, surface finish, part straightness
corrosion - location and depth of pitting
erosion - location and depth of erosive wear
cavitation erosion - location and depth of pitting
contact stress fatigue - location and depth of cracks, pitting, and/or spalling
fretting and fretting corrosion - location, amount, and severity
Refer to the Reuse and Salvage Guidelines for specifications of individual partsVisual ExamVisual ExamTooling for InspectionTooling for InspectionBasic tools
Lighting - bright & directed
Light table
Cleaning equipment
high pressure wash
solvent cleaner
chemical bath
grit blast
glass bead
soda blast
polishing wheel
Tooling for InspectionTooling for InspectionMagnification
loupe
microscope
Micrometers
depth
inside - various sizes
outside - various sizes
Dial indicator with various bases
Gages
Feeler gauges
piston ring groove
valve guide
crank fillet radius
bore gauges
Tooling for InspectionTooling for InspectionBasic tools (continued)
Straight edge(s)
V-block supports
sturdy table or workbench
Advanced tools
Crack detection
black light
dye penetrant
magnaflux
magnaglo
ultrasonic
Hardness testing
Surface finish analyzer(s) examples listed in SEBF8097-05
Bore scope
Protecting Parts Before Re-useProtecting Parts Before Re-useClean parts will oxidize quickly and should be protected from corrosion and airborne dirt/dust.
coat with oil to prevent rust and cover with visquine, plastic wrap, etc. to protect from dirt/dust
store in airtight bags or containers (Rubbermaid) if possible to avoid contamination and damage
store in a dry, low humidity areaGeneral ProceduresGeneral ProceduresProfitable and successful re-use of parts depends on:
using safe and efficient disassembly/re-assembly practices
observing machine and component condition before and during disassembly
marking parts for number of rebuilds, hours on each build, part location, timing with other parts, etc.
careful visual inspection, then taking the correct action based on inspection results
properly cleaning, protecting, and storing parts