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.

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 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.

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 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.

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.

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.

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.

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.

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.

Guided wave testing (GWT) is a method of nondestructive evaluation for the inspection of pipelines. This article focuses mainly on explaining GWT as it is applied in routine established use, covered by standards, in the oil and gas industry and also introduces some of the other contexts in which its use is growing in other evolving applications. It discusses the various guided wave modes and their selection criteria. The article provides information on considerations for mode control and the sensitivity of the GWT to the defect. It also shows some examples of advanced GWT.

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.

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.

In terms of their electrical properties, plastics can be divided into thermosetting and thermoplastic materials, some of which are conductive or semiconductive. This article provides detailed information on factors that affect the property of plastics. It discusses the major test methods used to determine the following dielectric properties of plastics: dielectric breakdown voltage, dielectric strength, dielectric constant, dissipation factor, arc tracking resistance, insulation resistance, volume, and surface resistivity or conductivity. The test specifications and conditions, recommended by several U.S. and foreign testing organizations for characterizing the electrical properties of plastic materials are listed. The article describes the influence of these properties on selection of plastics for insulation application. An outline of the electromagnetic shielding and testing methods of electromagnetic interference are also provided. Designations, electrical properties, and applications of elastomers are tabulated.

Optical testing of plastics includes characterization of materials and analysis of optical components. This article focuses on procedures for testing various characteristics of optical components, including transmission and haze, yellowness, refractive index, birefringence, as well as surface irregularity, contamination, gloss, and color. It provides a short note on ad hoc testing, which is beneficial for practical applications in which lenses, prisms, and light pipes are being used and tested, as other test instruments are often not available.

This article describes weathering and environmental factors that contribute to degradation in plastics, including temperature variations, moisture, sunlight, oxidation, microbiologic attack, and other environmental elements. It presents a general overview of aging factors, their effects on plastic materials, and the accelerated test methods that can be used to estimate the reaction of a plastic component during actual use. The article focuses on the determination of service temperature as it indicates the ability of a material to retain a certain property, when exposed to elevated temperatures for an extended period of time. It concludes by describing various degradation processes, namely, thermal degradation, thermal oxidative degradation, photooxidative degradation, environmental corrosion, and chemical corrosion and discussing the ways of detecting these degradation processes.

Independent verification of coating system performance can be based on laboratory testing and/or field exposure. Qualification testing is a critical component to coating system selection. This article focuses on performance evaluations that are used to prequalify coating systems, namely, facility-specific, industry-specific, coating-type-specific, or a combination of these. It describes the standard laboratory tests used to generate performance data, namely, physical, compositional, chemical exposure, and application characteristics tests. The pros and cons of using manufacturer-generated data versus independently generated data are discussed. The article provides information on accelerated corrosion/weathering testing and nuclear level 1/level 2 service coatings qualification. It also describes the procedures for establishing minimum performance requirements and for determining when requalification testing may be required.