Zirconium and hafnium surfaces require cleaning and finishing prior to many processes including joining, heat treating, plating, forming, and final surface finishing. This article provides information on surface treatment processes, surface soil removal, blast cleaning, chemical descaling, pickling or etching, anodizing, autoclaving, polishing, buffing, vapor phase nitriding, and electroplating. It also provides several application examples.

This article describes the metallographic technique for nonferrous metals and special-purpose alloys. These include aluminum alloys, copper and copper alloys, lead and lead alloys, magnesium alloys, nickel and nickel alloys, magnetic alloys, tin and tin alloys, titanium and titanium alloys, refractory metals and alloys, zinc and zinc alloys, and wrought heat-resisting alloys. The preparation of specimens for metallographic technique includes operations such as sectioning, mounting, grinding, polishing, and etching of nonferrous metals and alloys. The article contains tables that list the etchants for macroscopic examination and microscopic examination of nonferrous metals and special-purpose alloys.

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.

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.

Proper sectioning of the surface to be examined is a very important step in preparing steel specimens. The first step in preventing damage to the metallurgical structure is to minimize the amount of sectioning that is done. This article discusses the various metallographic techniques, namely mounting, grinding, polishing, and etching involved in the microstructural analysis of carbon and alloy steels, case hardening steels, cast iron, ferrous powder metallurgy alloys, wrought and cast stainless steels, tool materials, steel castings, iron-chromium-nickel heat-resistant casting alloys and different product forms of steels.

Passivation; pickling, that is, acid descaling; electropolishing; and mechanical cleaning are important surface treatments for the successful performance of stainless steel used for piping, pressure vessels, tanks, and machined parts in a wide variety of applications. This article provides an overview of the various types of stainless steels and describes the commonly used cleaning methods, namely, alkaline cleaning, emulsion cleaning, solvent cleaning, vapor degreasing, ultrasonic cleaning, and acid cleaning. Finishing operations of stainless steels, such as grinding, polishing, and buffing, are reviewed. The article also explains the procedures of electrocleaning, electropolishing, electroplating, painting, surface blackening, coloring, terne coatings, and thermal spraying. It includes useful information on the surface modification of stainless steels, namely, ion implantation and laser surface processing. Surface hardening techniques, namely, nitriding, carburizing, boriding, and flame hardening, performed to improve the resistance of stainless steel alloys are also reviewed.

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.

Finishing refers to a wide variety of processes that generally involve material removal in one form or another to generate surfaces with specific geometries, tolerances, and functional or decorative characteristics. This article discusses four major finishing methods, namely, abrasive machining, electropolishing, mass finishing, and shot peening. In each case, it describes subtypes, process variations, and the associated equipment.

The selection of surface treatments for copper and copper alloys is generally based on application requirements for appearance and corrosion resistance. This article describes cleaning, finishing, and coating processes for copper and copper alloys. These processes include pickling and bright dipping, abrasive blast cleaning, chemical and electrochemical cleaning, mass finishing, polishing and buffing, electroless plating, immersion plating, electroplating, passivation, coloring, and organic coatings.

Abrasive finishing is a method where a large number of multipoint or random cutting edges are coupled with abrasive grains as a bond or matrix material for effective removal of material at smaller chip sizes. This article provides a broad overview of the various categories of abrasive products and materials, abrasive finishing processes, and the mechanisms of delivering the abrasives to the grinding or machining zone. Abrasive finishing processes, such as grinding, honing, superfinishing, microgrinding, polishing, buffing, and lapping, are discussed. The article presents a brief discussion on abrasive jet machining and ultrasonic machining. It concludes with a discussion on the four categories of factors that affect the abrasive finishing or machining: machine tool, work material, wheel selection, and operational.

This article introduces thermal spray coatings and describes the various types of coating processes and coating devices, including the flame spray, electric-arc spray, plasma spray, transferred plasma arc, high-velocity oxyfuel, and detonation gun. It provides information on the surface preparation methods and finishing treatments of coated parts. The article also explains the tests to evaluate the coating quality and the effects of coating structures and mechanical properties on coated parts. It concludes with a discussion on the uses of thermal spray coatings.

This article discusses surface engineering of nonferrous metals including aluminum and aluminum alloys, copper and copper alloys, magnesium alloys, nickel and nickel alloys, titanium and titanium alloys, zirconium and hafnium, zinc alloys, and refractory metals and alloys. It describes various techniques to improve functional surface properties and enhance the appearance of product forms. The article discusses various cleaning and finishing techniques such as abrasive blast cleaning, polishing and buffing, barrel burnishing, chemical cleaning, pickling, etching and bright dipping, electrochemical cleaning, mechanical cleaning, and mass finishing. It also examines coating processes such as plating, anodizing, chemical conversion coating, and thermal spray, and concludes with a discussion on oxidation-resistant coatings for refractory metals.

This article is an atlas of fractographs that helps in understanding the causes and mechanisms of fracture of medium-carbon steels and in identifying and interpreting the morphology of fracture surfaces. The fractographs illustrate the torsional-fatigue fracture, cup and cone tensile fracture, brittle fracture, and in-service rotary bending fatigue fracture of fractured roof-truss angles, pressure-vessel shells, automotive axle shafts, broken keyed spindles, crane gears, blooming-mill spindles, automotive bolts, and crane wheels of these steels.

This article is an atlas of fractographs that helps in understanding the causes and mechanisms of fracture of martensitic stainless steels and in identifying and interpreting the morphology of fracture surfaces. The fractographs illustrate the fracture surface, high-cycle fatigue fracture, tensile-shear fracture, intergranular crack, fatigue striations, and microvoid coalescence of conveyor-chain links, hub socket of aircraft propellers, and automotive intake valves of these steels.

The electron backscatter diffraction (EBSD) technique has proven to be very useful in the measurement of crystallographic textures, orientation relationships between phases, and both plastic and elastic strains. This article focuses on backscatter diffraction in a scanning electron microscope and describes transmission Kikuchi diffraction. It begins with a discussion on the origins of EBSD and the collection of EBSD patterns. This is followed by sections providing information on EBSD spatial resolution and system operation of EBSD. Various factors pertinent to perform an EBSD experiment are then covered. The article further describes the processes involved in sample preparation that are critical to the success or usefulness of an EBSD experiment. It also discusses the applications of EBSD to bulk samples and the development of EBSD indexing methods.

Nickel alloys can be divided into four groups: high-nickel alloys, nickel-copper alloys, nickel-chromium alloys, and nickel-iron-chromium alloys. Alloys within each composition group that has similar surface conditions are pickled in the same solutions using the same procedures. This article discusses the procedures used for pickling nickel and nickel alloys. It discusses three different surface conditions for pickling these nickel alloys: bright annealed white surface requiring removal of tarnish by flash pickling; bright annealed oxidized surface requiring removal of a layer of reduced oxide, sometimes followed by a flash pickle to brighten; and black or dark-colored surface requiring removal of adherent oxide film or scale. The article also reviews specialized pickling operations of nickel alloys and various cleaning and finishing operations, including grinding, polishing, buffing, brushing, and blasting.

Zinc and zinc alloys require surface engineering prior to coating or use to improve adhesion and corrosion resistance. Die-cast zinc parts, in addition, must be trimmed and finished to remove flash and parting lines. This article covers zinc cleaning procedures as well as coating and finishing processes. It explains how to remove parting lines and presents several mechanical finishing methods, including surface polishing, brushing, controlled shot peening, and buffing. It also provides information on solvent cleaning, emulsion cleaning, aqueous detergent or alkaline cleaning), electrocleaning, acid dipping, and zinc conversion coating treatments.

This article briefly describes the basic attributes of chromate conversion coatings and the processes for applying them. It provides information on the influence of substrate microstructure on the performance of coating deposits and on the mechanism of substrate protection supplied by chromate coatings. The article also discusses the development of replacement technologies in response to environmental constraints that have developed around the use of chromium-base compounds.

Liquid-penetrant inspection is a nondestructive method used to find discontinuities that are open to the surface of solid, essentially nonporous materials. This article describes the physical principles and the process of liquid-penetrant inspection. It also describes the basic penetrant systems, such as the water-washable system, the post-emulsifiable system, and the solvent-removable system. The article provides information on the liquid-penetrant materials, emulsifiers, solvent cleaners, and developers. It details the equipment requirements, selection of penetrant system, and specifications and standards for the liquid-penetrant inspection.

This article is an atlas of fractographs that covers pearlitic and ferritic ductile irons. The fractographs display the following: brittle cleavage fracture; fatigue crack propagation; fatigue and monotonic fracture surfaces; fracture modes in slow monotonic loading and impact loading; and microcrack initiation and propagation.