This article describes a method for determining the dynamic indentation response of metals and ceramics. This method, based on split Hopkinson pressure bar testing, can determine rate-dependent characteristics of metals and ceramics at moderate strain rates. For example, dynamic indentation testing reveals a significant effect of loading rates on the hardness and the induced plastic zone size in metals and on the hardness and induced crack sizes of brittle materials. The article also explains the rebound and pendulum methods for dynamic hardness testing.

This article provides a practical reference guide for instrumented indentation testing (IIT). It summarizes the various types of indenters used in IIT and parameters describing their geometries. The article discusses the physical principles and models used to determine hardness and elastic modulus from indentation load displacement data. Indentation deformation can be time-dependent, with the extent and nature of the time dependence strongly influenced by temperature. The article examines the methods for probing and characterizing the time-dependent phenomena. It also emphasizes the better-developed measurement techniques and procedures and calibrations required to obtain accurate and meaningful measurements.

Hardness characterizes the resistance of the ceramic to deformation, densification, displacement, and fracture. It is usually measured with conventional microindentation hardness machines using the Knoop or the Vickers diamond indenters. This article discusses the metrology issues of the Knoop and the Vickers hardness in ceramics. It explicates how to estimate fracture toughness from Vickers indentation cracking. The article also provides information on instrumented hardness testing and the Meyer law.

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.

An important activity in metalworking facilities is the testing of raw materials for characteristics that ensure the integrity and quality of the products made. This article reviews the common material parameters that can have a direct or indirect influence on workability and product quality. These include strength, ductility, hardness, strain-hardening exponent, strain-rate effects, temperature effects, and hydrostatic pressure effects. The article also reviews the material behavior characteristics typically determined by mechanical testing methods. It discusses various mechanical testing methods, including the tension test, plane-strain tension test, compression test, plane-strain compression test, partial-width indentation test, and torsion test. Aspects of testing particularly relevant to workability and quality control for metalworking processes are also described. Finally, the article details the various factors influencing workability in bulk deformation processes and formability in sheet-metal forming.

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.

Miscellaneous hardness tests encompass a number of test methods that have been developed for specific applications. These include dynamic, or "rebound," hardness tests using a Leeb tester or a Scleroscope; static indentation tests on rubber or plastic products using the durometer or IRHD testers; scratch hardness tests; and ultrasonic microindentation testing. This article reviews the procedures, equipment, and applications associated with these alternate hardness test methods.

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.

This article describes the most commonly used test methods for determining flow stress in metal-forming processes. The methods include tension, ring, uniform compression, plane-strain compression, torsion, split-Hopkinson bar, and indentation tests. The article discusses the effect of deformation heating on flow stress. It provides metallurgical considerations at hot working temperatures and presents flow curves at conventional metalworking strain rates. The article describes the effect of microstructural scale, crystallographic texture, and equiaxed phases on flow stress at hot working temperatures. It tabulates a summary of certain values describing the flow stress-strain rate relation for steels, aluminum alloys, copper alloys, titanium alloys, and other metals at various temperatures.

Hardness testing is perhaps the simplest and the least expensive method of mechanically characterizing a material. This article provides an overview of the principles of hardness testing. It compares Brinell with Meyer hardness testing and hardness testing of fully cold worked metals with fully annealed metals. The article discusses the plastic deformation of ideal plastic metals under an indenter, by a flat punch, and by spherical indenters. The classification of the hardness tests using various criteria, including type of measurement, magnitude of indentation load, and nature of the test, is also provided.

This article describes the principal methods for macroindentation hardness testing by the Brinell, Vickers, and Rockwell methods. For each method, the test types and indenters, scale limitations, testing machines, calibration, indenter selection and geometry, load selection and impression size, testing methodology, and testing of specific materials are also discussed.

The gage repeatability and reproducibility (GRR) study is a procedure for determining the repeatability of a test instrument and the reproducibility of a specific gage in operation. This article reviews the general method of GRR studies and its application for indentation hardness testing. It describes a long method and a short method for evaluation of GRR. The article analyzes factors of hardness testing instruments and provides guidelines for hardness tests. It concludes with a list of suggestions that can improve hardness tests.

This article reviews the origins and development of scratch tests, the experimental configurations used in these tests, and the application of the tests to characterize the mechanical response of materials. It provides information on the measurement of indentation hardness. The article describes the important parameters of the scratch test. Finally, it discusses the sliding indentation fracture process of brittle materials.

A newly developed theory on plasticity makes it possible to include elastic effects, which play a major role when using blunt hardness indenters. This article reviews the new theory and explains several phenomena associated with practical hardness testing. In the indentation hardness test, a blunt indenter that approximates a flat punch is forced into a plane surface. The effective cone angle for most indenters is such that some upward flow results even when there is sufficient material surrounding the indenter to provide a full elastic constraint. When loaded by a blunt indenter, materials with high values of Young's Modulus of Elasticity/uniaxial flow stress (E/Y) (metals) appear to develop a Hertzian stress distribution over the contact. In contrast, materials with low values of E/Y (glasses and polymers) develop a uniform distribution of stress.

This article reviews the factors that have a significant effect on the selection and interpretation of results of different hardness tests, namely, Brinell, Rockwell, Vickers, and Knoop tests. The factors concerned include hardness level (and scale limitations), specimen thickness, size and shape of the workpiece, specimen surface flatness and surface condition, and indent location. The article focuses on the selection for specific types of materials, such as steels, cast irons, nonferrous alloys, and plastics, and industrial applications, of hardness tests.

This article describes the types, mechanism, and typical test methods along with their configurations for the evaluation of hydrogen embrittlement, stress-corrosion cracking, and corrosion fatigue with an emphasis on fracture mechanics methodologies for metals. An overview on the environmentally assisted crack growth of polymers is also included. The article details the evaluation of nanoscale environmental effects and indentation-induced cohesive cracking. It also provides information on scanning probe microscopy.

This article presents the damage tolerance criteria for military composite aircraft structures to safely operate the structures with initial defects or in-service damage. It describes the effects of defects, such as wrinkles in aircraft structures, and the reduction in compressive strength and tensile strength. The article reviews low velocity impacts in aircraft structures in terms of resin toughness, laminate thickness, specimen size and impactor mass, and post-impact fatigue. It explains the tension strength analysis, such as linear elastic fracture mechanics and R-curve methods, to predict the residual strength of the structures.

High strain rate testing is important for many engineering structural applications and metalworking operations. This article describes various methods for high strain rate testing. Several methods have been developed, starting with the pioneering work of John Hopkinson and his son, Bertram Hopkinson. Based on these contributions and also on an important paper by R.M. Davies, H. Kolsky invented the split-Hopkinson pressure bar, which allows the deformation of a sample of a ductile material at a high strain rate, while maintaining a uniform uniaxial state of stress within the sample.

This article discusses the bulk formability or workability of steels. It describes their formability characteristics and presents procedures for various formability tests used for carbon and alloy steels. Tests for bulk formability can be divided into two main categories: primary tests and specialized tests. The article compares the processing of microalloyed plate and bar products. The article focuses on the use of torsion testing to evaluate the forgeability of carbon and alloy steels and presents information on measuring flow stress. The article discusses the metallurgy and thermomechanical processing of high-strength low-alloy (microalloyed) steels and the various parts of the rolling operation. The article summarizes some of the common tests for determining formability in open-die and closed-die forgings.

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.