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 provides a discussion on the metallographic techniques used for failure analysis, and on fracture examination in materials, with illustrations. It discusses various metallographic specimen preparation techniques, namely, sectioning, mounting, grinding, polishing, and electrolytic polishing. The article also describes the microstructure examination of various materials, with emphasis on failure analysis, and concludes with information on the examination of replicas with light microscopy.

Metallographic analysis is primarily a collection of visual and imaging techniques that provide an insight into the background of a material or part and its behavior. Metallic specimens, both porous and pore-free, are opaque, and as a result, an optical examination must be performed on carefully prepared planar (two-dimensional) surfaces. This article discusses the preparation sequence of ferrous powders, which is normally separated into several well-defined steps: sample selection, sectioning, mounting, grinding, polishing, drying, and chemical etching and/or coating. It provides several suggestions to promote and encourage the safety of those performing metallographic preparation and analysis.

This article commences with a discussion on the characteristics of stress-corrosion cracking (SCC) and describes crack initiation and propagation during SCC. It reviews the various mechanisms of SCC and addresses electrochemical and stress-sorption theories. The article explains the SCC, which occurs due to welding, metalworking process, and stress concentration, including options for investigation and corrective measures. It describes the sources of stresses in service and the effect of composition and metal structure on the susceptibility of SCC. The article provides information on specific ions and substances, service environments, and preservice environments responsible for SCC. It details the analysis of SCC failures, which include on-site examination, sampling, observation of fracture surface characteristics, macroscopic examination, microscopic examination, chemical analysis, metallographic analysis, and simulated-service tests. It provides case studies for the analysis of SCC service failures and their occurrence in steels, stainless steels, and commercial alloys of aluminum, copper, magnesium, and titanium.

Powder forging is an extension of the conventional press and sinter powder metallurgy process, which is recognized as an effective technology for producing a variety of parts to net or near-net shape. This article focuses on the material considerations, such as powder characteristics, alloy development, and inclusion assessment; and process considerations, such as process stages, tool design, and secondary operations; of ferrous alloy powder forging. The mechanical properties of powder forged materials are also reviewed. The article discusses the quality assurance tests for powder forged materials: the part dimensions and surface finish measurement, magnetic particle inspection, metallographic analysis, and nondestructive testing. It concludes with a discussion on the applications of powder forged parts with examples.

This article describes the sectioning process, some general practices, common tools, and guidelines on how to select a cutting tool for a given metallographic sectioning operation. It provides a discussion on the consumable-abrasive cutting and nonconsumable-abrasive cutting methods for metallographic sectioning. Other methods, including the use of hacksaws, shears, burning torches, wire saws, and electrical discharge machining, are also reviewed. The article reviews the issues related to the specimen test location for certification work as well as process troubleshooting and component failure analysis.

This article discusses the advantages and disadvantages of field metallography and describes the important material characteristics and other aspects to be considered before performing any metallographic procedure. It investigates the various stages of sample preparation in the metallographic laboratory: grinding, polishing, etching, preparing a replica, and obtaining a small sample. The article also illustrates the applications of field metallography with case studies.

Archaeometallurgists use metallography to reveal and interpret the microstructures of objects, in conjunction with the results of their chemical analyses and microanalyses. This article describes a number of special problems that occur while performing metallographic analyses on archaeological materials. It also presents case studies, with examples that illustrate situations where metallography has contributed to archaeometallurgical studies.

Several qualitative, semiquantitative, and quantitative tests are available to estimate and control metal cleanliness, particularly inclusion concentration of aluminum alloys. This article provides a description of a few of the metal cleanliness assessment techniques, such as chemical analysis, pressure filter tests, electric resistivity tests, reduced-pressure test, and ultrasonic technique. Detection methods based on the certain principles and the types of impurities in chemical analysis are discussed.

Optical metallography, one of the most common materials characterization techniques, uses visible light to magnify structural features of interest. This article discusses the use of optical methods to evaluate micro and macrostructure and relate it to process conditions and material behavior. It covers the steps involved in sample preparation, including sectioning, mounting, grinding, polishing, and etching, and presents several examples of macro and microanalysis on various metals and alloys.

This article reviews how process variations influence the characteristics of thermal spray coatings. It describes various specimen preparation techniques, which allow accurate microstructural analysis. These techniques include sectioning, cleaning, mounting, planar grinding, fine grinding, rough polishing, and etching. The article provides information on the problems associated with specimen preparation. It concludes with a discussion on the various methods of analysis for thermal spray coatings.

Metallographic examination is a critical step in the assessment of thermal spray coating characteristics. This article discusses the major steps involved in metallographic examination: sectioning, mounting, grinding, polishing, optical microscopy, and image analysis. It provides a discussion on etching to reveal grain structure. The article also provides recommendations for metallographic examination of some standard coatings.

The metallographic specimen preparation process for microstructural investigations of cast iron specimens usually consists of five stages: sampling, cold or hot mounting, grinding, polishing, and etching with a suitable etchant to reveal the microstructure. This article describes the general preparation of metallographic specimens and the methods of macroscopic and microscopic examination. Usually, gray-scale (black-and-white) metallography is sufficient for microstructural analysis of cast irons. The article discusses the use of color metallography of gray irons and ductile irons. It also presents application examples of color metallography.

The objective of quantitative metallography/stereology is to describe the geometric characteristics of the features. This article discusses the geometric attributes of microstructural features that can be divided into: the numerical extents and the number density of microstructural features; derived microstructural properties; feature specific size, shape, and orientation distributions; and descriptors of microstructural spatial clustering and correlations. It emphasizes on the practical aspects of the measurement techniques and applications. The article also provides information on the quantitative metallographic methods for estimation of volume fraction, total surface area per unit volume, and total length of per unit volume.

Examination of a damaged component involves a chain of activities that, first and foremost, requires good observation and documentation. Following receipt and documentation, the features of damage can be recorded and their cause(s) investigated, as this article briefly describes, for typical types of damage experienced for metallic components. This article discusses the processes involved in visual or macroscopic examination of damaged material; the interpretation of fracture features, corrosion, and wear damage features; and the analysis of base material composition. It covers the processes involved in the selection of metallurgical samples, the preparation and examination of metallographic specimens in failure analysis, and the analysis and interpretation of microstructures. Examination and evaluation of polymers and ceramic materials in failure analysis are also briefly discussed.

This article focuses on the visual or macroscopic examination of damaged materials and interpretation of damage and fracture features. Analytical tools available for evaluations of corrosion and wear damage features include energy dispersive spectroscopy, electron probe microanalysis, Auger electron spectroscopy, secondary ion mass spectroscopy, and X-ray powder diffraction. The article discusses the analysis and interpretation of base material composition and microstructures. Preparation and examination of metallographic specimens in failure analysis are also discussed. The article concludes with a review of the evaluation of polymers and ceramic materials in failure analysis.

This article outlines the basic steps to be followed and the range of techniques available for failure analysis, namely, background data assembling, visual examination, microfractography, chemical analysis, metallographic examination, electron microscopy, electron microprobe analysis, X-ray techniques, and simulations. It also describes the steps for analyzing the data, preparing the report, preservation of evidence, and follow-up on recommendations.