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 focuses on the evaluation of mechanical properties of freestanding films and films adherent to their substrates. Common methods of testing freestanding films, including uniaxial tensile testing, uniaxial creep testing, biaxial testing, and beam-bending methods, are discussed. For films which are adherent to their substrates, indentation testing is used to evaluate hardness, creep, and strength.

Hardness conversions are empirical relationships that are defined by conversion tables limited to specific categories of materials. This article summarizes hardness conversion formulas for various materials in a table. It tabulates the approximate Rockwell B and Rockwell C hardness conversion numbers for nonaustenitic steels. The article lists the approximate equivalent hardness numbers for Brinell hardness numbers and Vickers hardness numbers for steel in tables. The tables are also outlined in a graphical form.

This article presents a comprehensive collection of tables that list Rockwell hardness and superficial hardness numbers for wrought aluminum products, wrought coppers, and cartridge brass.

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.

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.

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.

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.

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.

Tribology is the science and technology of interacting surfaces in relative motion or, the study of friction, wear, and lubrication. This article focuses on friction and wear processes that aid in the evaluation and selection of materials, for polymers and some composites used in friction and wear applications. It provides information on friction, types of wear, and lubrication. The article includes a brief description of the friction and wear test methods, laboratory-scale friction, and wear testing, usually performed either to rank the performance of candidate materials for an application or to investigate a particular wear process. It describes the wear tests conducted with/without abrasives and explains the concept of PV limit (where P is contact pressure and V is velocity). The article concludes with references and tables of friction and wear test data for polymeric materials.

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.

Hard chromium plating is produced by electrodeposition from a solution containing chromic acid and a catalytic anion in proper proportion. This article presents the major uses of hard chromium plating, and focuses on the selection factors, plating solutions, solution and process control, equipment, surface preparation, and crack patterns and other characteristics of hard chromium plating. It offers recommendations for the design and use of plating racks, describes the problems encountered in hard chromium plating, and their corrective procedures. The article provides information on the removal of chromium plate from coated metals, recovery and disposal of wastes, and stopoff media for selective plating.

Hardenability is usually the single most important factor in the selection of steel for heat-treated parts. The hardenability of steel is best assessed by studying the hardening response of the steel to cooling in a standardized configuration in which a variety of cooling rates can be easily and consistently reproduced from one test to another. These include the Jominy end-quench test, the carburized hardenability test, and the surface-area-center hardenability test. This article discusses the effects of varying carbon content as well as the influence of different alloying elements on hardenability of steels. The basic information needed before a steel with adequate hardenability can be specified as the as-quenched hardness required prior to tempering to final hardness that will produce the best stress-resisting microstructure; the depth below the surface to which this hardness must extend; and the quenching medium that should be used in hardening.

Workability in forging depends on a variety of material, process-variable, and die-design features. A number of test techniques have been developed for gaging forgeability depending on alloy type, microstructure, die geometry, and process variables. This article summarizes some common workability tests and illustrates their application in practical forging situations. Workability tests for open-die forging of cast structures, hot and cold open-die forging of recrystallized structures, fracture-controlled defect formation, establishing effects of process variables and secondary tensile stresses on forgeability, and flow-localization-controlled failure are some common tests. The workability test used for closed-die forging is also summarized.

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.

This article discusses the concepts of quality control (QC) and quality assurance (QA), and clarifies the differences and similarities in the roles and responsibilities of QC and QA personnel. It describes the inspection procedures used to verify proper surface preparation and installation of the protective coating/lining system. Prior to beginning surface-preparation operations, many specifications will require a presurface-preparation inspection to verify the correction of fabrication defects and removal of surface contamination such as grease, oil, cutting compounds, lubricants, and chemical contaminants. When inspecting concrete prior to coating installation, three areas of concern exist: surface roughness, moisture content in concrete, and acidity/alkalinity of the surface. The article provides information on the industry standards for assessing surface cleanliness. It details postcoating application quality requirements, including measuring of dry-film thickness, assessing intercoat cleanliness, verifying minimum and maximum recoat intervals, performing holiday/pinhole detection, conducting cure/hardness testing, and assessing adhesion of the applied coating system.

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.

Impact or percussive wear is defined as the wear of a solid surface that is due to percussion, which is a repetitive exposure to dynamic contact by another body. Impact wear, however, has many analogies to the field of erosive wear. The main difference is that, in impact wear situations, the bodies tend to be large and contact in a well-defined location in a controlled way, unlike erosion where the eroding particles are small and interact randomly with the target surface. This article describes some generic features and modes of impact wear of metals, ceramics, and polymers. It discusses the processes involved in testing and modeling of impact wear, and includes two case studies.