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.

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.

This article reviews various phases and constituents found in the microstructures of low-carbon and coated steels. It provides information on the criteria for selecting proper metallographic procedures. Techniques used to prepare metallographic specimens of low-carbon steels and coated steels, such as sectioning, mounting, grinding, polishing, and etching, are discussed. The article also reviews the simple and proven manual sample preparation techniques of coated steel specimens.

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.

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.

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 describes the metallographic specimen preparation procedures for cast iron test samples, including mounting, grinding, polishing, and etching. It discusses the makeup and use of black-and-white and selective color etchants and where one might be preferred over the other. The article provides information on nearly 100 micrographs, discussing the microstructure of flake graphite in gray iron, nodular graphite in ductile iron, and temper graphite in malleable iron. It also examines the matrix microstructures of gray, ductile, compacted, and malleable cast iron samples.

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.

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 describes the microstructure and metallographic practices used for medium- to high-carbon steels as well as for low-alloy steels. It explains the microstructural constituents of plain carbon and low-alloy steels, including ferrite, pearlite, and cementite. The article provides information on how to reveal the various constituents using proven metallographic procedures for both macrostructural and microstructural examination. Emphasis is placed on the specimen preparation procedures such as sectioning, mounting, grinding, and polishing. The article illustrates the use of proven etching techniques for plain carbon and low-alloy steels.

Mounting of the specimen is often desirable or necessary for handling and metallographic polishing after the specimen is cut into an appropriate size. This article illustrates the different mechanical clamps used in mounting small specimens. It provides useful information on compression molded mounts, which are molded with thermoplastic and thermosetting resins. The article reviews several resins and their key factors, which help in the selection of the most appropriate mounting method and resin. It also discusses the characteristics of plastic mounting materials. The article provides information on the molds and resins used for castable mounts, vacuum treatment of mounts, special mount arrangements, and mount marking and storage.

This article describes the metallographic technique for nonferrous metals and special-purpose alloys. These include aluminum alloys, copper and copper alloys, lead and lead alloys, magnesium alloys, nickel and nickel alloys, magnetic alloys, tin and tin alloys, titanium and titanium alloys, refractory metals and alloys, zinc and zinc alloys, and wrought heat-resisting alloys. The preparation of specimens for metallographic technique includes operations such as sectioning, mounting, grinding, polishing, and etching of nonferrous metals and alloys. The article contains tables that list the etchants for macroscopic examination and microscopic examination of nonferrous metals and special-purpose alloys.

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.

Metallographic preparation of a material involves the elimination of artifacts or scratches from fine polishing and may be achieved by methods such as attack polishing, vibratory polishing, chemical polishing, electrolytic polishing, and electromechanical polishing. This article discusses the mechanism, operating procedure, advantages, and limitations of chemical and electrolytic polishing of samples for metallographic preparation. It provides information on the specimen preparation, apparatus used, and safety precautions to be followed during the polishing process. The various groups of electrolytes used in electropolishing of several metals and alloys are reviewed. The article concludes with a discussion on local electropolishing.

Proper sectioning of the surface to be examined is a very important step in preparing steel specimens. The first step in preventing damage to the metallurgical structure is to minimize the amount of sectioning that is done. This article discusses the various metallographic techniques, namely mounting, grinding, polishing, and etching involved in the microstructural analysis of carbon and alloy steels, case hardening steels, cast iron, ferrous powder metallurgy alloys, wrought and cast stainless steels, tool materials, steel castings, iron-chromium-nickel heat-resistant casting alloys and different product forms of steels.