This article provides a general introduction of materials characterization and describes the principles and applications of a limited number of techniques that are most commonly used to characterize the composition and structure of metals used in engineering systems. It briefly describes the classification of materials characterization methods including, bulk elemental characterization, bulk structural characterization, microstructural characterization, and surface characterization. Further, the article reviews the selection of materials characterization methods most commonly used with metals.

X-ray diffraction (XRD) is the most extensively used method for identifying and characterizing various aspects of metals related to the arrangements and spacings of their atoms for bulk structural analysis. XRD techniques are also applicable to ceramics, geologic materials, and most inorganic chemical compounds. This article describes the operating principles and types of XRD analyses, along with information about the threshold sensitivity and precision, limitations, sample requirements, and capabilities of related techniques. The necessary instrumentation for XRD analyses include the Debye-Scherrer camera and the X-ray diffractometer. The article also describes the uses of XRD analyses, such as the identification of phases or compounds in metals and ceramics; detection of order and disorder transformation; determination of lattice parameters and changes in lattice parameters due to alloying and temperature effects; measurement of residual stresses; characterization of crystallite size and perfection; characterization of preferred orientations; and determination of single crystal orientations.

This article reviews the bulk deformation processes for various aluminide and silicide intermetallic alloys with emphasis on the gamma titanium aluminide alloys. It summarizes the understanding of microstructure evolution and fracture behavior during thermomechanical processing of the gamma aluminides with particular reference to production scaleable techniques, including vacuum arc and cold-hearth melting, isothermal forging, conventional hot forging, and extrusion. The selection and design of manufacturing methods, in the context of processing-cost trade-offs for gamma titanium aluminide alloys, are also discussed.

The overall chemical composition of metals and alloys is most commonly determined by X-ray fluorescence (XRF) and optical emission spectroscopy (OES), and combustion and inert gas fusion analysis. This article provides information on the capabilities, uses, detection threshold and precision methods, and sample requirements. The amount of material that needs to be sampled, operating principles, and limitations of the stated methods are also discussed.

Chemical analysis is a critical part of any failure investigation. With the right planning and proper analytical equipment, a myriad of information can be obtained from a sample. This article presents a high-level introduction to techniques often used for chemical analysis during failure analysis. It describes the general considerations for bulk and microscale chemical analysis in failure analysis, the most effective techniques to use for organic or inorganic materials, and examples of using these techniques. The article discusses the processes involved in the chemical analysis of nonmetallics. Advances in chemical analysis methods for failure analysis are also covered.

This article focuses on the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. It informs that workability depends on the local conditions of stress, strain, strain rate, and temperature in combination with material factors. The article discusses the common testing techniques and process variables for workability prediction. It illustrates the simple and most widely used fracture criterion proposed by Cockcroft and Latham and provides a workability analysis using the fracture limit line. The article describes various workability tests, such as the tension test, ring compression test, plane-strain compression test, bend test, indentation test, and forgeability test. It concludes with information on the role of the finite-element modeling software used in workability analysis.

This article provides the definitions of stress and strain, and describes the relationship between stress and strain by stress-strain curves and true-stress/true-strain curves. The emphasis is on understanding the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. The article reviews the process variables that influence the degree of workability and summarizes the mathematical relationships that describe the occurrence of room-temperature ductile fracture under workability conditions. It discusses the most common situations encountered in multiaxial stress states. The construction of a processing map based on deformation mechanisms is also discussed.

This article provides a summary of the overall development of the finite element method (FEM) and its contribution to the materials forming industry. It presents an overview of FEM methodologies and applications in the order of their usage in typical manufacturing (bulk forming process) process sequence: primary materials processing, hot forging and cold forming, and product assembly. The article discusses the material fracture and dies stress analysis and presents the optimization techniques used in 2-D and 3-D preform die design.

This article discusses the equipment design, procedures, experimental considerations, and interpretation of the torsion tests used to establish workability. It describes the application of torsion testing to obtain flow-stress data and to gage fracture-controlled workability and flow-localization-controlled failure. The article discusses the torsion test used to establish the processing parameters that are required to produce the desired microstructures.

This article introduces various techniques commonly used in the characterization of semiconductors, namely single-crystal, polycrystalline, amorphous, oxide, organic, and low-dimensional semiconductors and semiconductor devices. The discussion covers material classification, fabrication methods, sample preparation, bulk/elemental characterization methods, microstructural characterization methods, surface characterization methods, and electronic characterization methods.

This article uses metal and alloy powders as examples to briefly discuss how to perform the characterization of powders. It begins by reviewing some of the techniques involved in the sampling of powders to ensure accurate characterization. This is followed by a discussion on the important properties to characterize powders, namely the particle size, surface area, density, porosity, particle hardness, compressibility, green strength, and flowability. For characterization of powders, both individual particles and bulk powders are used to evaluate their physical and chemical properties. The article also discusses the important characteristics and compositions of powder as well as impurities that directly affect powder properties. It ends with a description of the ignition and dust-explosion characteristics of organic and metal powders.

The characterization, testing, and nondestructive evaluation of ceramics and glasses are vital to manufacturing control, property improvement, failure prevention, and quality assurance. This article provides a broad overview of characterization methods and their relationship to property control, both in the production and use of ceramics and glasses. Important aspects covered include the means for characterizing ceramics and glasses, the corresponding rationale behind them, and relationship of chemistry, phases, and microconstituents to engineering properties. The article also describes the effects that the structure of raw ceramic materials and green products and processing parameters have on the ultimate structure and properties of the processed piece. The effects that trace chemistry and processing parameters have on glass properties are discussed. The article describes mechanical tests and failure analysis techniques used for ceramics.

Structural applications for advanced ceramics include mineral processing equipment, machine tools, wear components, heat exchangers, automotive products, aerospace components, and medical products. This article begins with an overview of the wear-resistant applications and the parameters affecting wear of ceramics, namely, hardness, thermal conductivity, fracture toughness, and corrosion resistance. The next part of the article addresses temperature-resistant applications of advanced ceramics. Specific applications of ceramic materials addressed include cutting tools, pump and valve components, rolling elements and bearings, paper and wire manufacturing, biomedical implants, heat exchangers, adiabatic diesel engines, advanced gas turbines, and aerospace applications.

Resin transfer molding (RTM) and structural reaction injection molding (SRIM) are two similar processes that are well suited to the manufacture of large, complex, and high-performance structures. This article discusses the similarities and differences of RTM and SRIM processes and the unique design considerations with respect to the physical properties, geometry, surface quality, process economics, equipment, and tooling of a component that should be considered in choosing RTM or SRIM over other competing processes for fabricating reinforced components.

This article briefly discusses popular techniques for metals characterization. It begins with a description of the most common techniques for determining chemical composition of metals, namely X-ray fluorescence, optical emission spectroscopy, inductively coupled plasma optical emission spectroscopy, high-temperature combustion, and inert gas fusion. This is followed by a section on techniques for determining the atomic structure of crystals, namely X-ray diffraction, neutron diffraction, and electron diffraction. Types of electron microscopies most commonly used for microstructural analysis of metals, such as scanning electron microscopy, electron probe microanalysis, and transmission electron microscopy, are then reviewed. The article contains tables listing analytical methods used for characterization of metals and alloys and surface analysis techniques. It ends by discussing the objective of metallography.

This article provides an overview of the characteristics of Rayleigh waves plus methods for generation and detection of waves, including using piezoelectric transducers or noncontact techniques such as lasers, electromagnetic acoustic transducers, or air-coupled ultrasonics. It reviews the methods for using Rayleigh waves for defect detection and materials characterization, alongside nonlinear ultrasonic inspection and surface acoustic wave (SAW) microscopy. The article concludes with information on the standards that use Rayleigh waves for nondestructive evaluation (NDE) of different structures.

This article explains how ceramic powders are made. It begins by briefly describing the raw materials used in structural clay products, whitewares, refractories, and advanced ceramics. It then examines various additives that promote uniformity at different stages of the process. After a description of the comminution process (wet and dry milling methods), it discusses batching and mixing operations and granulation methods. The article also deals with the effect of process variables and the steps involved in chemical synthesis, including preparation from solution and gas-phase reactions, filtration and washing, and powder recovery techniques. It concludes with a discussion on characterization, centering on size distribution analysis, specific surface area, density, porosity chemical composition, phase, and surface composition.

This article describes the structure of coatings produced by plasma spraying, vapor deposition, and electrodeposition processes. The main techniques used for microstructure assessment are introduced. The relationship between the microstructure and property is also discussed. The experimental techniques for microstructural characterization include metallographic technique, X-ray diffraction, electron, microscopies, and porosimetry.

This article discusses several purposes and types of materials characterization techniques. Some of the factors to be considered when selecting appropriate characterization methods are described. The article also presents the scope and organization of this volume.