Stress-corrosion cracking (SCC) occurs under service conditions, which can result, often without any prior warning, in catastrophic failure. Hydrogen embrittlement is distinguished from stress-corrosion cracking generally by the interactions of the specimens with applied currents. To determine the susceptibility of alloys to SCC and hydrogen embrittlement, several types of testing are available. This article describes the constant extension testing, constant load testing, constant strain-rate testing for smooth specimens and precracked or notched specimens of SCC. It provides information on the cantilever beam test, wedge-opening load test, contoured double-cantilever beam test, three-point and four-point bend tests, rising step-load test, disk-pressure test, slow strain-rate tensile test, and potentiostatic slow strain-rate tensile test for hydrogen embrittlement.

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.

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.

Standardization, repeatability, convenience, short testing time, and simple measuring and ranking techniques are desirable in wear and erosion tests. This article provides a brief review of the wear testing methods and wear and erosion test equipment. General elements of a wear test, namely, simulation, acceleration, specimen preparation, control, measurement, and reporting, are reviewed.

Thermomechanical fatigue (TMF) is the general term given to the material damage accumulation process that occurs with simultaneous changes in temperature and mechanical loading. TMF may couple cyclic inelastic deformation accumulation, temperature-assisted diffusion within the material, temperature-assisted grain-boundary evolution, and temperature-driven surface oxidation, among other things. This article discusses some of the major aspects and challenges of dealing with TMF life prediction. It describes the damage mechanisms of TMF and covers various experimental techniques to promote TMF damage mechanisms and elucidate mechanism coupling interactions. In addition, life modeling in TMF conditions and a practical application of TMF life prediction are presented.

This article aims to identify and illustrate the types of overload failures, which are categorized as failures due to insufficient material strength and underdesign, failures due to stress concentration and material defects, and failures due to material alteration. It describes the general aspects of fracture modes and mechanisms. The article briefly reviews some mechanistic aspects of ductile and brittle crack propagation, including discussion on mixed-mode cracking. Factors associated with overload failures are discussed, and, where appropriate, preventive steps for reducing the likelihood of overload fractures are included. The article focuses primarily on the contribution of embrittlement to overload failure. The embrittling phenomena are described and differentiated by their causes, effects, and remedial methods, so that failure characteristics can be directly compared during practical failure investigation. The article describes the effects of mechanical loading on a part in service and provides information on laboratory fracture examination.

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.

Aluminum casting alloys are the most versatile of all common foundry alloys and generally have the highest castability ratings. Aluminum alloy castings are routinely produced by pressure-die, permanent-mold, green and dry-sand, investment, and plaster casting. This article describes factors affecting the selection of casting process and the general designation system for aluminum alloys. It provides useful information on mechanical test methods, selection of proper test specimens for accurate test methods, characteristics of premium engineered castings, and advantages of hot isostatic pressing.

This article is a comprehensive collection of tables and curves that present data on the properties of aluminum castings. Data are presented to explain the physical properties such as ratings of castability, corrosion resistance, machinablity, and weldability for aluminum casting alloys. The article discusses the typical mechanical properties and mechanical-property limits for aluminum sand casting alloys, permanent mold casting and die casting alloys based on tests of separately cast specimens; and typical mechanical properties of premium-quality aluminum alloy castings and elevated-temperature aluminum casting alloys. It provides a list of the creep-rupture properties and fatigue strengths of separately sand cast test bars of alloy 201.0, alloy C355.0-T61, alloy A356.0-T61, and alloy 354.0-T61.

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 summarizes the terminology for gas reactions, and discusses low-temperature nitriding and nitrocarburizing of stainless steels. It describes the various nitriding processes, namely, high- and low-pressure nitriding, oxynitriding, sulfonitriding, oxysulfonitriding, ferritic nitrocarburizing and austenitic nitrocarburizing. The article includes a discussion on the difficulties in specimen cleaning, importance of furnace purge, uses of pre and post oxidation, depassivation, or activation, and requirements for perfect nucleation in nitriding process. In nitriding, the successful atmosphere control depends on various potentials. The article summarizes the methods of measuring potentials in nitriding and nitrocarburizing, provides useful information on the furnaces used, and the safety precautions to be followed in the nitriding process. It also describes the sample preparation procedures and testing methods to ensure the quality of the sample.

Fracture surfaces are fragile and subject to mechanical and environmental damage that can destroy microstructural features. This article discusses the importance of care and handling of fractures and the factors that need to be considered during the preliminary visual examination. It describes the procedures for sectioning a fracture and opening secondary cracks as well as the effect of nondestructive inspection on subsequent evaluation. The article provides information on the most common techniques for cleaning fracture surfaces. These techniques are dry air blast cleaning, replica stripping, organic-solvent cleaning, water-base detergent cleaning, cathodic cleaning, and chemical-etch cleaning.

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.

Wear is mechanically-induced surface damage that results in the progressive removal of material. Because different types of wear occur in machinery, many different types of wear tests have been developed to evaluate its effects on materials and surface treatments. This article provides an explanation on mechanisms, forms (sliding, impact, and rolling) and the causes of wear. It describes the wear measuring methods, including the mass loss method, wear width method, and scar depth method. The units used to report wear vary with type of wear and with the purpose for which the data are to be used. Listing the considerations of tribosystem analysis, the article provides information on selection of ASTM wear test methods grouped by wear type. The article concludes by tabulating the testing geometries and parameters that are commonly controlled and reported when conducting wear tests.

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.

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.

Metallographic examination is one of the most important procedures used by metallurgists in failure analysis. Typically, the light microscope (LM) is used to assess the nature of the material microstructure and its influence on the failure mechanism. Microstructural examination can be performed with the scanning electron microscope (SEM) over the same magnification range as the LM, but examination with the latter is more efficient. This article describes the major operations in the preparation of metallographic specimens, namely sectioning, mounting, grinding, polishing, and etching. The influence of microstructures on the failure of a material is discussed and examples of such work are given to illustrate the value of light microscopy. In addition, information on heat-treatment-related failures, fabrication-/machining-related failures, and service failures is provided, with examples created using light microscopy.

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.