X-ray diffraction (XRD) residual-stress analysis is an essential tool for failure analysis. This article focuses primarily on what the analyst should know about applying XRD residual-stress measurement techniques to failure analysis. Discussions are extended to the description of ways in which XRD can be applied to the characterization of residual stresses in a component or assembly and to the subsequent evaluation of corrective actions that alter the residual-stress state of a component for the purposes of preventing, minimizing, or eradicating the contribution of residual stress to premature failures. The article presents a practical approach to sample selection and specimen preparation, measurement location selection, and measurement depth selection; measurement validation is outlined as well. A number of case studies and examples are cited. The article also briefly summarizes the theory of XRD analysis and describes advances in equipment capability.

This article provides a detailed account of x-ray diffraction (XRD) residual-stress techniques. It begins by describing the principles of XRD stress measurement, followed by a discussion on the most common methods of XRD residual-stress measurement. Some of the procedures required for XRD residual-stress measurement are then presented. The article provides information on measurement of subsurface stress gradients and stress relaxation caused by layer removal. The article concludes with a section on examples of applications of XRD residual-stress measurement that are typical of industrial metallurgical, process development, and failure analysis investigations undertaken at Lambda Research.

The fundamental objective of quenching is to preserve, as nearly as possible, a metastable solid solution formed at the solution heat treating temperature, by rapidly cooling to some lower temperature, usually near room temperature. This article provides an overview of the factors used to determine a suitable cooling rate and the appropriate quenching process to develop a suitable cooling rate. It discusses the three distinct stages of quenching: vapor stage, boiling stage, and convection stage. The article reviews the factors that affect the rate of cooling in production operations. It discusses the quenchants that are used in quenching aluminum alloys, namely, hot or cold water and polyalkylene glycol. The article also describes the racking practices for controlling distortion and the level of residual stresses induced during the quench.

Gears are a common part type for applications of the magnetic Barkhausen noise (MBN) techniques for nondestructive inspection. This article discusses the typical applications for MBN techniques, namely, detection of grinding retemper burn, evaluation of residual stresses, and detection of heat treatment defects, including the evaluation of case depth.

Additive manufacturing (AM) is the process of joining materials to make parts from three-dimensional (3D) model data, usually layer upon layer, as opposed to subtractive manufacturing and formative manufacturing methodologies. This article discusses various defects in AM components, such as porosity, inclusions, cracking, and residual stress, that can be avoided by using vendor recommended process parameters and approved materials. It describes the development of process-structure-property-performance modeling. The article explains the practical considerations in nondestructive evaluation for additively manufactured metallic parts. It also examines nondestructive testing (NDT) inspection and characterization methods for each of the manufacturing stages in their natural order. The article provides information on various inspection techniques for completed AM manufactured parts. The various electromagnetic and eddy current techniques that can be used to detect changes to nearsurface geometric anomalies or other defects are also discussed. These include ultrasonic techniques, radiographic techniques, and neutron imaging.

This article discusses the application of friction stir processing (FSP) and friction surfacing for tribological components. It describes the three critical aspects involved in the application of FSP for near-surface material modifications intended for tribological applications. These include tools, processing parameters, and machines. The article also discusses the equipment and processing parameters for friction surfacing. It describes various hybrid stir processing techniques that involve preheating of the workpiece material, especially relatively hard and high-strength ones. The article presents a partial list of surface-modification methods based on FSP. The partial list includes surface hardening, surface composites, and additive coating. The article also provides information on generation of residual stresses in metallic materials and alloys form different variants of FSP.

In cast iron, residual stresses normally arise due to hindered thermal contraction, meaning that they are associated with the presence of constraints that prevent the natural, free volumetric variation of the material upon solid-state cooling. This article explains their mechanism of formation by introducing the scalar relation, known as the additive strain decomposition. The main factors influencing casting deformation are volume changes during solidification and cooling, phase transformations, alloy composition, thermal gradients, casting geometry, and mold stability. The article reviews the dimensional stability in cast iron and discusses macroscopic and microscopic stresses in cast iron.

This article discusses some of the factors that are linked directly to the casting design of ductile iron castings. It reviews the choice of molding process, application of draft, and patternmaker's allowance that should be taken into consideration in designing castings. The article describes the solidification shrinkage associated with the volume change that occurs during solidification, as well as strength and stiffness of ductile iron castings. It concludes with a discussion on the thermal deformation and residual stress in ductile iron castings.

Quenching is a widely used technique to strengthen titanium alloys. This article presents the metallurgical and structural background underlying the specific techniques applied in the quenching of various titanium alloys, and the ways to control and reduce residual stresses induced from quenching or other thermal or mechanical processes. It discusses the types and microstructures of titanium alloys, namely, alpha, alpha-beta, and beta alloys, and describes the general effects of the various heat treatments. The article provides information on quenching media, quenching rate, section size, and martensitic transformation in quenched titanium alloys. It shows how residual stresses in titanium alloys are evaluated and controlled. Finally, the article describes the stress-relief treatments used to reduce residual stresses.

The presence of macroscopic residual stresses in heat treatable aluminum alloys can give rise to machining distortion, dimensional instability, and increased susceptibility to in-service fatigue and stress-corrosion cracking. This article details the residual-stress magnitudes and distributions introduced into aluminum alloys by thermal operations associated with heat treatment. The available technologies by which residual stresses in aluminum alloys can be relieved are also described. The article shows why thermal stress relief is not a feasible stress-reduction technology for precipitation-hardened alloys. It examines the consequences of aging treatments on the residual stress, namely, annealing, precipitation heat treatment, and cryogenic treatment. The article provides information on uphill quenching, which attempts to reverse thermal gradients encountered during quenching. It examines how quench-induced residual stresses in heat treatable aluminum alloys are reduced when sufficient load is applied to cause plastic deformation. The article also shows how plastic deformation reduces residual stress.

This article describes the general categories and metallurgy of heat treatable aluminum alloys. It briefly reviews the key impurities and each of the principal alloying elements in aluminum alloys, namely, copper, magnesium, manganese, silicon, zinc, iron, lithium, titanium, boron, zirconium, chromium, vanadium, scandium, nickel, tin, and bismuth. The article discusses the secondary phases in aluminum alloys, namely, nonmetallic inclusions, porosity, primary particles, constituent particles, dispersoids, precipitates, grain and dislocation structure, and crystallographic texture. It also discusses the mechanisms used for strengthening aluminum alloys, including solid-solution hardening, grain-size strengthening, work or strain hardening, and precipitation hardening. The process of precipitation hardening involves solution heat treatment, quenching, and subsequent aging of the as-quenched supersaturated solid solution. The article briefly discusses these processes of precipitation hardening. It also reviews precipitation in various alloy systems, including 2xxx, 6xxx, 7xxx, aluminum-lithium, and Al-Mg-Li systems.

This article introduces the general principles and applications of heat treatment to iron castings. It provides a detailed discussion on the heat treatment processes, namely, stress relieving, annealing, normalizing, throughhardening, and surface hardening for various types of cast irons. These include gray iron, ductile iron, compacted graphite iron, white iron, malleable iron, and high-alloy iron. The article describes how to control temperature and atmosphere during the heat treatment of the iron castings.

This article describes the microstructure, properties, and performance of carburized steels, and elucidates the microstructural gradients associated with carbon and hardness gradients. It provides information on case depth measurement, the factors affecting case depth, and the formation and causes of microcracks. The article discusses the effects of alloying elements on hardenability, the effects of excessive retained austenite and massive carbides on fatigue resistance, the effects of residual stresses and internal oxidation on fatigue performance of carburized steels. In addition, the causes of intergranular fracture at austenite grain boundaries and their prevention methods are explored. The article also describes the major mechanisms of bending fatigue crack initiation in carburized steels.

Distortion, encompassing all irreversible dimensional changes, is of two main types: size distortion and shape distortion. This article provides an overview of the nature and causes of distortion and discusses the process and material aspects of distortion specific to steels and tool steels. It also discusses the prediction of distortion and residual stresses by heat treatment simulation for optimizing production processes. The advantages and limitations of heat treatment simulation are also described.

This article presents an overview of common heat treating problems arising due to poor part design, material incapabilities, difficult engineering requirements, incorrect heat treatment practice, and nonuniform quenching with emphasis on distortion and cracking of quenched and tempered steels. It provides useful information on selection of steels for heat treatment, and discusses the causes of residual stresses, distortion (size and shape), and size changes due to hardening and tempering. The article elucidates the control techniques for such distortions. It describes the importance of decarburizing, and discusses the problems caused by heating, cracking, quenching, typical steel grades, and design.

This article presents the three levels of investigations of distortion engineering. On Level 1, the parameters and variables influencing distortion in every manufacturing step must be identified. More than 200 parameters can affect distortion. The design of experiments approach allows for the investigation of larger numbers of parameters by a limited number of samples, and can be structured into system analysis, test strategy, test procedure, and test evaluation. Level 2 focuses on understanding the distortion mechanisms by using the concept of distortion potential and its carriers. Distortion engineering aims to compensate distortion using the so-called compensation potential (Level 3). Level 3 discusses the measures to improve homogeneity, and respectively the symmetry, of the carriers of the distortion potential. The article also discusses the compensation of the resulting size and shape changes of the existing asymmetries by well-directed insertions of additional inhomogeneity/asymmetries in one or more of the distributions of the carriers.

Of the various thermal processing methods for steel, heat treating has the greatest overall impact on control of residual stress and on dimensional control. This article provides an overview of the effects of material- and process-related parameters on the various types of failures observed during and after heat treating of quenched and tempered steels. It describes phase transformations of steels during heating, cooling of steel with and without metallurgical transformation, and the formation of high-temperature transformation products on the surface of a carburized part. The article illustrates the use of carbon restoration on decarburized spring steels. Different geometric models for carbide formation are shown schematically. The article also describes the different microstructural features such as grain size, microcracks, microsegregation, and banding.