This article describes the use of compression tests, namely, cylindrical compression, ring compression, and plane-strain compression tests at elevated temperatures. It discusses the effects of the temperature, strain rate, and deformation heating on metals during the cylindrical compression test, with the help of flow curves. The article illustrates the testing apparatus used in the cylindrical compression test. It describes the issues regarding friction and temperature, and strain-rate control with proper test equipment and experimental planning during the ring compression test and plane-strain compression test. The article also reviews the testing conditions, procedures, and advantages of hot plane-strain compression test.

This article discusses a number of workability tests that are especially applicable to the forging process. The primary tests for workability are those for which the stress state is well known and controlled. The article provides information on the tension test, torsion test, compression test, and bend test. It examines specialized tests including plane-strain compression test, partial-width indentation test, secondary-tension test, and ring compression test. The article explains that workability is determined by two main factors: the ability to deform without fracture and the stress state and friction conditions present in the bulk deformation process. These two factors are described and brought together in an experimental workability analysis.

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.

Mechanical testing is an evaluative tool used by the failure analyst to collect data regarding the macro- and micromechanical properties of the materials being examined. This article provides information on a few important considerations regarding mechanical testing that the failure analyst must keep in mind. These considerations include the test location and orientation, the use of raw material certifications, the certifications potentially not representing the hardware, and the determination of valid test results. The article introduces the concepts of various mechanical testing techniques and discusses the advantages and limitations of each technique when used in failure analysis. The focus is on various types of static load testing, hardness testing, and impact testing. The testing types covered include uniaxial tension testing, uniaxial compression testing, bend testing, hardness testing, macroindentation hardness, microindentation hardness, and the impact toughness test.

This article reviews the various types of mechanical testing methods, including hardness testing; tension testing; compression testing; dynamic fracture testing; fracture toughness testing; fatigue life testing; fatigue crack growth testing; and creep, stress-rupture, and stress-relaxation testing. Shear testing, torsion testing, and formability testing are also discussed. The discussion of tension testing includes information about stress-strain curves and the properties described by them.

A cylindrical specimen compressed with friction at the die surfaces does not remain cylindrical in shape but becomes bulged or barreled. Tensile stresses associated with the bulging surface make the upset test a candidate for workability testing. This article discusses test-specimen geometry and friction conditions; strain measurements; crack detection; and material inhomogeneities, which are to be considered for performing cold upset testing. It describes test characteristics in terms of deformation, free-surface strains, and stress states for performing cylindrical compression tests. The article illustrates the fracture loci in cylindrical, tapered, and flanged upset-test specimens of aluminum alloy and type 1045 cold-finished steel.

This article aims to identify and illustrate the types of overload failures, which are categorized as failures due to insufficient material strength and underdesign, failures due to stress concentration and material defects, and failures due to material alteration. It describes the general aspects of fracture modes and mechanisms. The article briefly reviews some mechanistic aspects of ductile and brittle crack propagation, including discussion on mixed-mode cracking. Factors associated with overload failures are discussed, and, where appropriate, preventive steps for reducing the likelihood of overload fractures are included. The article focuses primarily on the contribution of embrittlement to overload failure. The embrittling phenomena are described and differentiated by their causes, effects, and remedial methods, so that failure characteristics can be directly compared during practical failure investigation. The article describes the effects of mechanical loading on a part in service and provides information on laboratory fracture examination.

Thermomechanical fatigue (TMF) is the general term given to the material damage accumulation process that occurs with simultaneous changes in temperature and mechanical loading. TMF may couple cyclic inelastic deformation accumulation, temperature-assisted diffusion within the material, temperature-assisted grain-boundary evolution, and temperature-driven surface oxidation, among other things. This article discusses some of the major aspects and challenges of dealing with TMF life prediction. It describes the damage mechanisms of TMF and covers various experimental techniques to promote TMF damage mechanisms and elucidate mechanism coupling interactions. In addition, life modeling in TMF conditions and a practical application of TMF life prediction are presented.

This article briefly introduces the concepts of failure analysis, including root-cause analysis (RCA), and the role of failure analysis as a general engineering tool for enhancing product quality and failure prevention. It initially provides definitions of failure on several different levels, followed by a discussion on the role of failure analysis and the appreciation of quality assurance and user expectations. Systematic analysis of equipment failures reveals physical root causes that fall into one of four fundamental categories: design, manufacturing/installation, service, and material, which are discussed in the following sections along with examples. The tools available for failure analysis are then covered. Further, the article describes the categories of mode of failure: distortion or undesired deformation, fracture, corrosion, and wear. It provides information on the processes involved in RCA and the charting methods that may be useful in RCA and ends with a description of various factors associated with failure prevention.

Tensile testing of fiber-reinforced composite materials is performed to determine uniaxial tensile strength, Young’s modulus, and Poisson’s ratio relative to principal material directions, and helps in the prediction of the properties of laminates. Beginning with an overview of the fundamentals of tensile testing of fiber-reinforced composites, this article describes environmental exposures that can occur during specimen preparation and testing. These include exposures during specimen preparation, and planned exposure such as moisture, damage (impact), and thermal cycling. The article also discusses the test methods of the four major types of mechanical testing of polymer-matrix composites: tensile, compression, flexural, and shear.

Stress-corrosion cracking (SCC) occurs under service conditions, which can result, often without any prior warning, in catastrophic failure. Hydrogen embrittlement is distinguished from stress-corrosion cracking generally by the interactions of the specimens with applied currents. To determine the susceptibility of alloys to SCC and hydrogen embrittlement, several types of testing are available. This article describes the constant extension testing, constant load testing, constant strain-rate testing for smooth specimens and precracked or notched specimens of SCC. It provides information on the cantilever beam test, wedge-opening load test, contoured double-cantilever beam test, three-point and four-point bend tests, rising step-load test, disk-pressure test, slow strain-rate tensile test, and potentiostatic slow strain-rate tensile test for hydrogen embrittlement.

This article summarizes the types of hot working simulation tests such as hot tension, compression, and torsion testing used in the assessment of workability. It illustrates the use of hot torsion testing for the optimization of hot working processes. The article concludes with information on some hot torsion application examples.

Friction and wear are important when considering the operation and efficiency of components and mechanical systems. Among the different types and mechanisms of wear, adhesive wear is very serious. Adhesion results in a high coefficient of friction as well as in serious damage to the contacting surfaces. In extreme cases, it may lead to complete prevention of sliding; as such, adhesive wear represents one of the fundamental causes of failure for most metal sliding contacts, accounting for approximately 70% of typical component failures. This article discusses the mechanism and failure modes of adhesive wear including scoring, scuffing, seizure, and galling, and describes the processes involved in classic laboratory-type and standardized tests for the evaluation of adhesive wear. It includes information on standardized galling tests, twist compression, slider-on-flat-surface, load-scanning, and scratch tests. After a discussion on gear scuffing, information on the material-dependent adhesive wear and factors preventing adhesive wear is provided.

Thermomechanical are used to gain insight into the causes of problems that arise during a given thermomechanical process. This article provides examples to demonstrate how significant the parameters were selected for specific tests. It examines the types of problems that can occur during a thermomechanical process. The article provides information on the thermophysical properties, which include specific heat, coefficient of thermal expansion, thermal conductivity/diffusivity, and density. It concludes with examples that illustrate how the various considerations in testing are successfully used to solve practical thermomechanical processing problems.

This article contains nine tables that present useful formulas for deformation analysis and workability testing. The tables present formulas for effective stress, strain, and strain rate in arbitrary coordinates, principal, compression and tension testing of isotropic material. The article also provides formulas for flat rolling, conical-die extrusion, wire drawing, deep drawing of cups from sheet metal, and bending, and formulas for anisotropic sheet materials.

Mechanical properties are often the most important properties in the design and selection of engineering plastics. Temperature, molecular structure, crystallinity, viscoelasticity, and effects of environment, fillers and reinforcements are considered as the basic factors affecting the mechanical properties of engineering plastics. The testing methods for determining mechanical properties, including stress-strain test, modulus-directed tensile test, strength test, strength-directed tensile test, impact test, and dynamic mechanical test are discussed.

This article describes testing and characterization methods of ceramics for chemical analysis, phase analysis, microstructural analysis, macroscopic property characterization, strength and proof testing, thermophysical property testing, and nondestructive evaluation techniques. Chemical analysis is carried out by X-ray fluorescence spectrometry, atomic absorption spectrophotometry, and plasma-emission spectrophotometry. Phase analysis is done by X-ray diffraction, spectroscopic methods, thermal analysis, and quantitative analysis. Techniques used for microstructural analysis include reflected light microscopy using polarized light, scanning electron microscopy, transmission electron microscopy, energy dispersive analysis of X-rays, and wavelength dispersive analysis of X-rays. Macroscopic property characterization involves measurement of porosity, density, and surface area. The article describes testing methods such as room and high-temperature strength test methods, proof testing, fracture toughness measurement, and hardness and wear testing. It also explains methods for determining thermal expansion, thermal conductivity, heat capacity, and emissivity of ceramics and glass and measurement of these properties as a function of temperature.

This article discusses two types of hot-tension tests, namely, the Gleeble test and conventional isothermal hot-tension test, as well as their equipment. It summarizes the data for hot ductility, strength, and hot-tension for commercial alloys. The article presents isothermal hot-tension test data, which helps to gain information on a number of material parameters and material coefficients. It details the effect of test conditions on flow behavior. The article briefly describes the detailed interpretation of data from the isothermal hot-tension test using numerical model. It also explains the cavitation mechanism and failure modes that occur during hot-tension testing.

The interaction of an implant with the human body environment may result in degradation of the implant, called corrosion. This article discusses the corrosion testing of metallic implants and implant materials. The corrosion environments for medical implants are the extracellular human body fluids, very complex solutions containing electrolytes and nonelectrolytes, inorganic and organic constituents, and gases. The article describes the fundamentals of electrochemical corrosion testing and provides a brief discussion on various types of corrosion tests. It illustrates corrosion current density determination by Tafel extrapolation, potentiodynamic measurement of the polarization resistance, electrochemical impedance measurement, and potentiostatic deaeration. Tests combining corrosion and mechanical forces, such as fretting corrosion tests, environment-assisted cracking tests, and ion-leaching tests are also discussed.