Nondestructive metallographic examination of materials frequently must be performed on-site when the component in question cannot be moved or destructively examined. Often, it is imperative that specific microstructural information (i.e., material type, heat treatment condition, homogeneity, etc.) be obtained either before initial use of a component, or before the use of a component can be safely resumed. In this paper, the use of standard metallurgical laboratory equipment, and the procedures required to conduct nondestructive on-site metallographic analyses of engineering materials, is presented. As an example, the materials and metallographic techniques employed in an actual on-site investigation of a gas tungsten-arc weldment joining two large diameter Ti-6Al-4V alloy cylinders are discussed in depth to illustrate what can be accomplished.

Several surface-mount chip resistor assemblies failed during monthly thermal shock testing and in the field. The resistor exhibited a failure mode characterized by a rise in resistance out of tolerance for the system. Representative samples from each step in the manufacturing process were selected for analysis, along with additional samples representing the various resistor failures. Visual examination revealed two different types of termination failures: total delamination and partial delamination. Electron probe microanalysis confirmed that the fracture occurred at the end of the termination. Transverse sections from each of the groups were examined metallographically. Consistent interfacial separation was noted. Fourier transform infrared and EDS analyses were also performed. It was concluded that low wraparound termination strength of the resistors had caused unacceptable increases in the resistance values, resulting in circuit nonperformance at inappropriate times. The low termination strength was attributed to deficient chip design for the intended materials and manufacturing process and exacerbated by the presence of polymeric contamination at the termination interface.

Extra high strength zinc-coated 1080 steel welded wire was wound into seven-wire cable strands for use in aerial cables and guy wires. The wires and cable strands failed tensile, elongation, and wrap tests, with wires fracturing near welds at 2.5 to 3.5% elongation and through the welded joints in wrap tests. The welded wire was annealed by resistance heating. The wire ends had a chisel shape, produced by the use of sidecutters. Tests of the heat treatment temperatures showed that the wire near the weld area exceeded 775 deg C (1425 deg F). Metallographic examination revealed martensite present in the weld area after the heat treatment. The test failures of the AISI 1080 steel wire butt-welded joints were due to martensite produced in cooling from the welding operation that was not tempered adequately in postweld heat treatment, and to poor wire-end preparation for welding that produced poorly formed weld burrs. The postweld heat treatment was standardized on the 760 deg C (1400 deg F) transformation treatment. The chisel shape of the wire ends was abandoned in favor of flat filed ends. The wrap test was improved by adopting a hand-cranked device. Under these conditions, the welded joints withstood the tensile and wrap tests.

This article provides a discussion on the metallographic techniques used for failure analysis, and on fracture examination in materials, with illustrations. It discusses various metallographic specimen preparation techniques, namely, sectioning, mounting, grinding, polishing, and electrolytic polishing. The article also describes the microstructure examination of various materials, with emphasis on failure analysis, and concludes with information on the examination of replicas with light microscopy.

Piping and structural components used in space launch facilities such as NASA's Kennedy Space Center and the Air Force's Cape Canaveral Air Station face extreme operating conditions. Launch effluent and residue from solid rocket boosters react with moisture to form hydrochloric acid that settles on exposed surfaces as they are being subjected to severe mechanical loads imparted during lift-off. Failure analyses were performed on 304 stainless steel tubing that ruptured under such conditions, while carrying various gases, including nitrogen, oxygen, and breathing air. Hydrostatic testing indicated a burst strength of 13,500 psi for the intact sections of tubing. Scanning electron microscopy and metallographic examination revealed that the tubing failed due to corrosion pitting exacerbated by stress-corrosion cracking (SCC). The pitting originated on the outer surface of the tube and ranged from superficial to severe, with some pits extending through 75% of the tube's wall thickness. The SCC emanated from the pits and further reduced the service strength of the component until it could no longer sustain the operating pressure and final catastrophic fracture occurred. Corrosion-resistant coatings added after the investigation have proven effective in preventing subsequent such failures.

Metallographic examination is one of the most important procedures used by metallurgists in failure analysis. Typically, the light microscope (LM) is used to assess the nature of the material microstructure and its influence on the failure mechanism. Microstructural examination can be performed with the scanning electron microscope (SEM) over the same magnification range as the LM, but examination with the latter is more efficient. This article describes the major operations in the preparation of metallographic specimens, namely sectioning, mounting, grinding, polishing, and etching. The influence of microstructures on the failure of a material is discussed and examples of such work are given to illustrate the value of light microscopy. In addition, information on heat-treatment-related failures, fabrication-/machining-related failures, and service failures is provided, with examples created using light microscopy.

This article focuses on the visual or macroscopic examination of damaged materials and interpretation of damage and fracture features. Analytical tools available for evaluations of corrosion and wear damage features include energy dispersive spectroscopy, electron probe microanalysis, Auger electron spectroscopy, secondary ion mass spectroscopy, and X-ray powder diffraction. The article discusses the analysis and interpretation of base material composition and microstructures. Preparation and examination of metallographic specimens in failure analysis are also discussed. The article concludes with a review of the evaluation of polymers and ceramic materials in failure analysis.

Examination of a damaged component involves a chain of activities that, first and foremost, requires good observation and documentation. Following receipt and documentation, the features of damage can be recorded and their cause(s) investigated, as this article briefly describes, for typical types of damage experienced for metallic components. This article discusses the processes involved in visual or macroscopic examination of damaged material; the interpretation of fracture features, corrosion, and wear damage features; and the analysis of base material composition. It covers the processes involved in the selection of metallurgical samples, the preparation and examination of metallographic specimens in failure analysis, and the analysis and interpretation of microstructures. Examination and evaluation of polymers and ceramic materials in failure analysis are also briefly discussed.

The flange on an outboard main-wheel half (aluminum alloy 2014-T6 forging) on a commercial aircraft fractured during takeoff. The failure was discovered later during a routine enroute check. The flange section that broke away was recovered at the airfield from which the plane took off and was thus available for examination. Failure occurred after 37 landings (about 298 roll km, or 185 roll miles). Examination of the fracture surfaces revealed that a forging defect was present in the wall of the wheel half. The anodized coating showed distinct twin-parallel and end-grain patterns between which the fracture occurred. The periphery of the defect was the site of several small fatigue cracks that eventually progressed through the remaining wall. Rapid fatigue then progressed circumferentially. Metallographic examination using Keller's reagent showed that the microstructure was normal for aluminum alloy 2014-T6 and the hardness surpassed the minimum hardness required for aluminum alloy 2014-T6. An abrupt change in the direction of grain flow across the fracture plane indicated that the wall had buckled during forging. This evidence supported the conclusion that the wheel half failed in the flange by fatigue as the result of a rather large subsurface forging defect. No recommendations were made.

A flanged 100 mm (4 in.) diam low-carbon steel spool piece lined with Teflon was removed from a sulfuric acid denitrification system after cracks were observed in the painted coating. Visual and microstructural examination along with SEM fractography revealed scaled iron oxides on all opened crack surfaces. The surfaces had a faceted morphology, indicating intergranular fracture. Cracks originated at the interface between the tube and the Teflon liner Corrosion products were found caked into the intergranular region between the liner and the spool. The portion of the liner that had been exposed to the process stream was discolored. Failure of the spool was attributed to stress-corrosion cracking promoted by the presence of nitrates. Nitric acid contaminant in the sulfuric acid stream had diffused through the liner and accumulated in the annular space. Use of a liner that is more impermeable to the diffusion of ionic species was recommended.

The first-stage nozzles of a high-pressure turbine section of an industrial gas turbine exhibited leading and trailing-edge deterioration. The nozzles were made of X-40, a cobalt-base alloy, and were aluminide coated. Failure analysis determined that the deterioration was the result of hot corrosion caused by a combination of contaminants, cooling-hole blockage, and coating loss.

Some corrosion processes in the presence of chlorides, for steel embedded in concrete, are described and illustrated with the aid of scanning electron microscope EDXA data. Observations made of failure surfaces of reinforcements removed from the concrete beams after being subjected to sinusoidal load fluctuations at 6.7 Hz in air, 3% NaCl solution, and natural sea water are described. Reinforcement types studied included: hot-rolled mild steel bar, hot-rolled alloyed high strength bar, cold-worked high strength bar, galvanized bar of all these three types, nickel-clad bar and epoxy-coated bar.

The circumstances surrounding the in-service failure of a cast Ni-base superalloy (Alloy 713LC) second stage turbine blade and a cast and coated Co-base superalloy (MAR-M302) first stage air-cooled vane in two turbine engines used for marine application are described. An overview of a systematic approach, analyzing the nature of degeneration and failure of the failed components, utilizing conventional metallurgical techniques, is presented. The topographical features of the turbine blade fracture surface revealed a fatigue-induced crack growth pattern, where crack initiation had taken place in the blade trailing edge. An estimate of the crack-growth rate for the stage II fatigue fracture region coupled with the metallographic results helped to identify the final mode of the turbine blade failure. A detailed metallographic and fractographic examination of the air-cooled vane revealed that coating erosion in conjunction with severe hot-corrosion was responsible for crack initiation in the leading edge area.

Several surgical tool failures were analyzed to understand why they occur and how to prevent them. The study included drills, catheters, and needles subjected to the rigors of biomedical applications such as corrosive environments, high stresses, sterilization, and improper cleaning procedures. Given the extreme conditions to which surgical tools can be exposed, and the potential for misuse, failures are inevitable and systematic methods for analyzing them are necessary to keep them in check.

This article outlines the basic steps to be followed and the range of techniques available for failure analysis, namely, background data assembling, visual examination, microfractography, chemical analysis, metallographic examination, electron microscopy, electron microprobe analysis, X-ray techniques, and simulations. It also describes the steps for analyzing the data, preparing the report, preservation of evidence, and follow-up on recommendations.

A helicopter main rotor bolt failed in the black-coated region between the threads and the taper section of the shank during assembly. The torque applied was approximately 100 N·m (900 in.·lbf) when the bolt sheared. No other bolts were reported to have failed. The failed bolt material conformed to AISI E4340 steel, as specified. The microstructure was tempered martensite, with hardness ranging from 41 to 45 HRC. Failure was in the shear ductile mode. The crack initiated in the area of slag inclusions. Inspection of other bolts from the same shipment was recommended.

An AISI 9260 steel railroad spike maul failed after a relatively short period of service. The maul head fractured in two pieces when struck against a rail. Visual, fractographic, metallographic, and chemical analyses were conducted on sections taken from the maul head, which was found to have fractured across both sides of the eye. Failure occurred in at least three separate events: formation of two cracks immediately adjacent to the eye, extension of one of the original cracks over a portion of one of the eye sides, and abrupt extension of the original crack across the eye sides, resulting in separation into two halves.

Several cadmium-plated carbon steel socket head cap screws that were part of a slide valve assembly on a regenerator line in a petrochemical plant failed during initial loading. Metallographic and XDS chemical analysis in conjunction with SEM examination of one failed and one unfailed cap screw indicated that the screws had failed by hydrogen embrittlement. The plating process was the likely source of the hydrogen. It was recommended that the remainder of the cap screws from the same lot as the failed screws be baked at approximately 190 deg C (375 deg F) for 24 h.

Socket head cap screws used in a naval application were failing in service due to delayed fracture. The standard ASTM A 574 screws were zinc plated and dichromate coated. Investigation (visual inspection, 1187 SEM images, chemical analysis, and tension testing) of both the failed screws and two unused, exemplar fasteners from the same lot supported the conclusion that the cap screws appear to have failed due to hydrogen embrittlement, as revealed by delayed cracking and intergranular fracture morphology. Static brittle overload fracture occurred due to the tension preload, and prior hydrogen charging that occurred during manufacturing. The probable source of charging was the electroplating, although postplating baking was reportedly performed as well. Recommendations included examining the manufacturing process in detail.

A natural gas pipeline explosion and subsequent fire significantly altered the pipeline steel microstructure, obscuring in part the primary cause of failure, namely, coating breakdown at a local hard spot in the steel. Chemical analysis was made on pieces cut from the portion of the pipe that did not fracture during the explosion and from piece 5-1 which contained the fracture origin site. Both pieces were found to have 0.30% carbon and 1.2% Mn with sulfur and phosphorus impurities acceptably low. Fracture mechanics analysis used in conjunction with fractographic results confirmed the existence of a very hard spot in the steel prior to the explosion, which was softened significantly in the ensuing fire. This finding allowed the micromechanism leading to fracture to be identified as hydrogen embrittlement resulting from cathodic charging.