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.

X-ray diffraction (XRD) residual-stress analysis is an essential tool for failure analysis. This article focuses primarily on what the analyst should know about applying XRD residual-stress measurement techniques to failure analysis. Discussions are extended to the description of ways in which XRD can be applied to the characterization of residual stresses in a component or assembly and to the subsequent evaluation of corrective actions that alter the residual-stress state of a component for the purposes of preventing, minimizing, or eradicating the contribution of residual stress to premature failures. The article presents a practical approach to sample selection and specimen preparation, measurement location selection, and measurement depth selection; measurement validation is outlined as well. A number of case studies and examples are cited. The article also briefly summarizes the theory of XRD analysis and describes advances in equipment capability.

Temperature control in heat treating is of paramount importance in maintaining the quality and achieving the desired metallurgical results. This article provides a detailed account of the factors affecting temperature control in heat treating furnaces, with information on temperature control systems, including contact sensors, noncontact sensors, controllers, energy-flow regulators, measurement instruments, and set-point programmers. Common contact sensors include temperature scales, thermocouples, and resistance temperature detectors, whereas optical pyrometers and on-line radiation thermometers fall under the noncontact type. The article describes two types of instrumentation used in heat treating: field test instruments for temperature-uniformity surveys and system-accuracy tests; and controlling, monitoring, and recording instruments for digital instrumentation.

This article is a detailed account of the principles of electron-excited X-ray microanalysis. It begins by discussing the physical basis of electron-excited X-ray microanalysis and the advantages and limitations of energy dispersive spectrometry (EDS) and wavelength dispersive spectrometry for electron probe microanalysis. Key concepts for performing qualitative analysis and quantitative analysis by electron-excited X-ray spectrometry are then presented. Several sources that lead to measurement uncertainties in the k-ratio/matrix corrections protocol are provided, along with the significance of the raw analytical total. Sections on accuracy of the standards-based k-ratio/matrix corrections protocol with EDS and processes of analysis when severe peak overlap occurs are also included. The article provides information on low-atomic-number elements, iterative qualitative-quantitative analysis for complex compositions, and significance of standardless analysis in the EDS software. It ends with a section on the processes involved in elemental mapping for major and minor constituents.

This article focuses on laboratory atomic force microscopes (AFMs) used in ambient air and liquid environments. It begins with a discussion on the origin of AFM and development trends occurring in AFM. This is followed by a section on the general principles of AFM and a comprehensive list of AFM scanning modes. There is a brief description of how each mode works and what types of applications can be made with each mode. Some of the processes involved in preparation of samples (bulk materials and those placed on a substrate) scanned in an AFM are then presented. The article provides information on the factors applicable to the accuracy and precision of AFM measurements. It ends by discussing the applications for AFMs in the fields of science, technology, and engineering.

This article focuses on the principles and applications of X-ray photoelectron spectroscopy (XPS) for the analysis of elemental and chemical composition. The discussion covers the nomenclature, instruments, and specimen preparation process of XPS. Some of the factors pertinent to the calibration of materials for accurate measurements using XPS are provided, along with some aspects of the accuracy in quantitative analysis by XPS. In addition, the article presents examples of how XPS data can be used to solve problems with surface interactions.

This article provides information on metals that can be cast in permanent molds. It discusses the manual and automatic operations, design guidelines, advantages, disadvantages, and applications of the casting. The article describes the number of factors considered when designing and building the molds. It examines the effect of mold design on mold life. The article outlines the primary purposes, procedure, and application of mold coatings. The variables that determine mold temperature and control measures associated with mold temperature are reviewed. The article explains the effect of short-term and long-term variables on the dimensional accuracy of permanent mold castings. It concludes with information on the factors of the surface finish on permanent mold castings.

Thermocouple devices are the most widely used devices for measurement of temperature in the metals industry. Favorable characteristics of these devices include good accuracy, suitability over a wide temperature range, fast thermal response, ruggedness, high reliability, low cost, and great versatility of application. Thermocouples are grouped into two broad categories, namely, standard thermocouples, including five base-metal thermocouples and three noble-metal thermocouples that have been given letter designations, and nonstandard thermocouples, including iridium-rhodium, platinum-molybdenum, platinel, and tungsten-rhenium thermocouples. This article discusses the basic principles, classification, and properties of thermocouples, and the techniques for insulating and protecting thermocouple wires from the operating environment.

This article provides a detailed account of x-ray diffraction (XRD) residual-stress techniques. It begins by describing the principles of XRD stress measurement, followed by a discussion on the most common methods of XRD residual-stress measurement. Some of the procedures required for XRD residual-stress measurement are then presented. The article provides information on measurement of subsurface stress gradients and stress relaxation caused by layer removal. The article concludes with a section on examples of applications of XRD residual-stress measurement that are typical of industrial metallurgical, process development, and failure analysis investigations undertaken at Lambda Research.

Precision forging is defined as a closed-die forging process in which the accuracy of the shape, dimensional tolerances, and surface finish exceed normal expectations to the extent that some of the postforge operations can be eliminated. This article provides an overview of the key factors that impact the precision forging process. It provides information on the achievable tolerances and presents examples of precision forging. A discussion on forging of bevel gears/spiral bevel gears is also presented.

Visual inspection (VI) is the oldest inspection technique man has used as a quality-control tool to evaluate products, assess their final form in terms of fabrication accuracy and external features based on experience, and decide on their acceptance or rejection. This article discusses the basic principles of visual inspection in terms of direct visual examination and indirect visual examination as well as advantages and limitations of visual inspection. It reviews the factors affecting the effectiveness of VI as a nondestructive testing (NDT): lighting conditions of observation, condition of surface under inspection, physical state/condition of inspector, proper training of personnel and level of expertise, and knowledge of applicable standards. The article provides schematic illustrations of rigid borescopes, fiberscopes, and videoscopes. It concludes with a discussion on automated optical inspection systems.

X-ray powder diffraction (XRPD) techniques are used to characterize samples in the form of loose powders, aggregates of finely divided material or polycrystalline specimens. This article provides a detailed account of XRPD. It begins with a discussion on XRPD instrumentation and the techniques used to characterize samples. The article then describes the principles, advantages, and disadvantages of various types of powder diffractometers. A section on the Rietveld method of diffraction analysis is then presented. The article discusses various methods and procedures for qualifying and quantifying phase mixtures in powder samples. It provides information on typical sensitivity and experimental limits on precision of XRPD analysis and other systematic sources of errors that affect accuracy. Some of the factors pertinent to the estimation of crystallite size and defects are also presented. The article ends with a few application examples of XRPD.

This article discusses the significant factors in the selection of forging equipment for a particular process. It describes the characteristics of forging hydraulic presses, mechanical presses, screw presses, and hammers. The article discusses the significant characteristics of these machines that comprise all machine design and performance data, which are pertinent to the economic use of the machines, including the characteristics for load and energy, time-related characteristics, and characteristics for accuracy.

The systematic study of microstructural evolution during deformation under hot working conditions is important in controlling processing variables to achieve dimensional accuracy. This article explains the microstructural features that need to be modeled and provides an outline of the principles and achievements of each of the various microstructural models, including black-box modeling, gray-box modeling, white-box modeling, and hybrid modeling.

This article discusses slurry molding that encompasses two distinct processes: plaster molding and ceramic molding. Plaster mold casting is a specialized casting process used to produce nonferrous castings that have greater dimensional accuracy, smoother surfaces, and more finely reproduced detail. The article describes three generally recognized plaster mold processes, namely, conventional plaster mold casting, the Antioch process, foamed plaster process. Ceramic molding techniques are based on processes that employ permanent patterns and fine-grained zircon and calcined, high-alumina mullite slurries for molding. The Shaw process and the proprietary Unicast processes are also discussed.

Metalworking is one of the three major technologies used to fabricate metal products. This article tabulates the classification of metal forming processes. It discusses different types of metalworking equipment, including rolling mills, ring-rolling machines, and thread-rolling and surface-rolling machines. The article outlines the significant characteristics of pressing-type machines: load and energy characteristics, time-related characteristics, and accuracy characteristics. It summarizes different specialized processes such as advanced roll-forming methods, equal-channel angular extrusion, incremental forging, and microforming. The article describes the thermomechanical processing of nickel- and titanium-base alloys and concludes with information on the advancements in process simulation.

This article describes the extrusion process, which converts soft, plastic material into a particular form using an extruder, or screw conveyer. It discusses the two main types of plastic extruders, twin-screw and single-screw, estimation of extruder capacity, and design and operations (heating, cooling, downstream sizing, corrugating, and crossheading) of the screw, the most important component of any extruder. It discusses the shapes produced by screw extrusion and the types of extrusion products produced by extrusion processes, including blown-film extrusion, flat-film or sheet extrusion, chill-roll film extrusion, pipe or tube extrusion, wire and cable coverings, extrusion coating, and profile extrusion, and provides some discussion on multiple-screw extruders. The article describes the dimensional accuracy of extrusion products, and lists common defects that occur frequently in the extrusion process.

This article presents the different hardness test methods used to measure the effectiveness of surface carbon control in carburized parts of steel. Common test methods include Rockwell hardness measurements, superficial Rockwell 15N testing, and microhardness testing. The article provides information on the microscopic method used to detect smaller variations in carbon content, and reviews consecutive cuts analysis and spectrographic analysis that are used to accurately evaluate the carbon concentration profile of carburized parts. It describes procedures of and precautions to be undertaken during shim stock analysis, which is used to measure the atmosphere carbon potential. The article includes a discussion on the electromagnetic nondestructive tests that are used to evaluate the case depth of case-hardened parts.

This article provides a useful guide for measuring residual macrostress on coatings. The most commonly used measurement methods are mechanical deflection, X-ray diffraction, and hole-drilling strain-gage. After a discussion on the origins of residual stress, the article describes the fundamental principles and presents examples of practical measurements for each method.

Vacuum heat treating consists of thermally treating metals and alloys in cylindrical steel chambers that have been pumped down to less than normal atmospheric pressure. This article provides a detailed account of the operations and designs of vacuum furnaces, discussing their pressure levels, resistance heating elements, quenching systems, work load support, pumping systems, and temperature control systems. It describes the classification of instruments used for measuring and recording pressure inside a vacuum processing chamber. Common devices include hydrostatic measuring devices and devices for measuring thermal and electrical conductivity. The article also describes the applications of the vacuum heat treating process, namely, vacuum nitriding and vacuum carburizing. Finally, it reviews the heat treating process of tool steels, stainless steels, Inconel 718, and titanium and its alloys.