The reflected light microscope is the most commonly used tool to study the microstructure of metals, composites, ceramics, minerals, and polymers. For the study of the microstructure of metals and alloys, light microscopy is employed in the reflected-light mode using either bright-field illumination, dark-field illumination, polarized light illumination, or differential interference contract, generally by the Nomarski technique. This article concentrates on how to reveal microstructure properly to enable the proper identification of the phases and constituents and, if needed, measuring the amount, size, and spacing of constituents, using the light optical microscope. The discussion covers the examination of microstructures using different illumination methods and includes a comparison between light optical images and scanning electron microscopy images of microstructure.

This article reviews many commonly used stereological counting measurements and the relationships based on these parameters. The discussion covers the processes involved in sampling and specimen preparation. Quantitative microstructural measurements are described including volume fraction, number per unit area, intersections and intercepts per unit length, grain size, and inclusion content.

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.

The goal of using nondestructive evaluation (NDE) in conjunction with failure analysis is to obtain the most comprehensive set of data in order to characterize the details of the damage and determine the factors that allowed the damage to occur. The NDE results can be used to determine optimal areas upon which to focus for sectioning and metallography in order to further investigate the condition of the component. This article provides information on the inspection method available for failure analysis, including standard methods such as visual testing, penetrant testing, and magnetic particle testing. It covers the effects of various factors on the properties of the part that may impact failure analysis, describes the characterization of damage modes and crack sizes, and finally discusses the processes involved in application of NDE results to failure analysis.

Failure analysis is an investigative process that uses visual observations of features present on a failed component fracture surface combined with component and environmental conditions to determine the root cause of a failure. The primary means of recording the conditions and features observed during a failure analysis investigation is photography. Failure analysis photographic imaging is a combination of both science and art; experience and proper imaging techniques are required to produce an accurate and meaningful fracture surface photograph. This article reviews photographic principles and techniques as applied to failure analysis, both in the field and in the laboratory. The discussion covers the processes involved in field and laboratory photographic documentations, provides a description of professional digital cameras, and gives information on photographic lighting and microscopic photography. Special techniques can be employed to deal with highly reflective conditions and are also described in this article.

This article discusses physical analysis, including slab method and upper-bound method and slip-line field analysis, for calculating stress states in plastic deformation processes. It presents various validation standards and models for evaluating the criterion of fracture for use in finite-element analyses of deformation processing. The article reviews the Cockcroft-Latham criterion of fracture and its reformulated extension for analysing the fracture locus for compression. It concludes with information on fundamental fracture models.

The concept of surface integrity for grinding operations can be extended to encompass six different groups of key factors: visual, dimensional, residual stress, tribological, metallurgical, and others. This article discusses the importance of these factors in the performance and behavior of finishing methods in various manufactured parts. Special emphasis is given to residual stresses and their influence on the final mechanical properties of a manufactured part.

Quantitative image analysis has expanded the capabilities of surface analysis significantly with the use of computer technology. This article provides an overview of the quantitative image analysis and optical microscopy. It describes the various steps involved in surface preparation of samples prone to abrasion damage and artifacts for quantitative image analysis.

Quantifying microstructural parameters has received considerable attention and success in developing procedures and using such data to develop structure/property relationships has been achieved. This article reviews many of the simple stereological counting measurements of volume fraction, grain structure (two-phase grain structures, and nonequiaxed grain structures), grain size, and inclusion content. It also reviews simple relationships between number of grains per unit area, number of intersections of a line of known length with particle or grain, and number of interceptions of particles or grains by a line of known length.

This article describes the methods and equipments involved in the preparation of specimens for examination by light optical microscopy, scanning electron microscopy, electron microprobe analysis for microindentation hardness testing, and for quantification of microstructural parameters, either manually or by the use of image analyzers. Preparation of metallographic specimens generally requires five major operations: sectioning, mounting, grinding, chemical polishing, and etching. The article provides information on the principles of technique selection in mechanical polishing, and describes the procedures, advantages, and disadvantages of electrolytic and chemical polishing. It also provides a detailed account of procedures, precautions, and composition for preparation and handling of etchants.

The principal task of a failure analyst during a physical-cause investigation is to identify the sequence of events involved in the failure. Technical skills and tools are required for such identification, but the analyst also needs a mental organizational framework that helps evaluate the significance of observations. This article discusses the processes involved in the characterization and identification of damage and damage mechanisms. It describes the relationships between damage causes, mechanisms, and modes with examples. In addition, some of the more prevalent and encompassing characterization approaches and categorization methods of damage mechanism are also covered.

The purpose of fractography is to analyze fracture features and attempt to relate the topography of the fracture surface to the causes and/or basic mechanisms of fracture. This article reviews the historical development of fractography, from the early studies of fracture appearance dating back to the sixteenth century to the state-of-the-art work in electron fractography and quantitative fractography. It also describes the applications and limitations of scanning electron microscope and transmission electron microscope.

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.

The term isomorphous refers to metals that are completely miscible in each other in both the liquid and solid states. This article discusses the construction of simple phase diagrams by using the appropriate points obtained from time-temperature cooling curves. It describes the two methods to determine a phase diagram with equilibrated alloys: the static method and the dynamic method. The article illustrates the construction of phase boundaries according to the Gibbs' phase rule and describes the calculation methods that allow the prediction of the phases present, the chemical compositions of the phases present, and the amounts of phases present. Phase diagrams provide useful information for understanding alloy solidification. The article provides two simple models that can describe the limiting cases of solidification behavior.

This article introduces various analytical techniques commonly used in the characterization of organic solids and liquids and discusses the challenges in performing the analysis, with examples. Some general advice in approaching a material analysis is also provided.

Failure analysis is a process that is performed in order to determine the causes or factors that have led to an undesired loss of functionality. This article is intended to demonstrate proper approaches to failure analysis work. The goal of the proper approach is to allow the most useful and relevant information to be obtained. The discussion covers the principles and approaches in failure analysis work, objectives and scopes of failure analysis, the planning stages for failure analysis, the preparation of a protocol for a failure analysis, practices used by failure analysts, and procedures of failure analysis.

Laser-ultrasonics is a particular implementation of ultrasonic nondestructive inspection in which ultrasound is generated and detected by lasers. This article discusses the various mechanisms that ensure ultrasound generation and explains the possibility to get the equivalent of phase-array by numerical processing of an array of previously acquired laser-ultrasonic signals. The article describes the ultrasound generation by thermoelastic mechanism and ablation or vaporization. It illustrates the principle of optical detection of ultrasound with confocal Fabry-Perot interferometer and photorefractive two-wave mixing interferometer. The article concludes with information on the industrial applications of laser-ultrasonics, including thickness measurement, flaw detection, and material characterization.

Microstructural analysis is the combined characterization of the morphology, elemental composition, and crystallography of microstructural features through the use of a microscope. This article reviews three types of the most commonly used electron microscopies in metallurgical studies, namely scanning electron microscopy, electron probe microanalysis, and transmission electron microscopy. It briefly describes the operating principles, instrumentation which includes energy dispersive X-ray detectors, spatial resolution, typical use of the techniques, elemental analysis detection threshold and precision, limitations, sample requirements, and the capabilities of related techniques.

The crystal structure of a material is an important aspect of corrosion and oxidation processes. This article provides a general introduction to the crystal structure of materials, providing information on the crystal systems, lattice dimensions, nomenclature, and solid-solution mechanisms used to characterize structures. It illustrates the unit cells and ion positions for some simple metal crystals, arranged alphabetically according to Pearson symbol. The space lattice and crystal system, space-group notation, and prototype for each crystal are also illustrated.