Visual examination, using the unaided eye or a low-power optical magnifier, is typically one of the first steps in a failure investigation. This article presents the guidelines for selecting samples for scanning electron microscope examination and optical metallography and for cleaning fracture surfaces. It discusses damage characterization of metals, covering various factors that influence the damage, namely stress, aggressive environment, temperature, and discontinuities.

This article presents examples of the visual fracture examination that illustrate the procedure as it applies to failure analysis and quality determination. It describes the techniques and procedures for the visual and light microscopic examination of fracture surfaces with illustrations. The article also describes microscopic and macroscopic features of the different fracture mechanisms with illustrations with emphasis on visual and light microscopy examination. The types of fractures considered include ductile fractures, tensile-test fractures, brittle fractures, fatigue fractures, and high-temperature fractures.

This article describes the characteristics of tubing of heat exchangers with respect to general corrosion, stress-corrosion cracking, selective leaching, and oxygen-cell attack, with examples. It illustrates the examination of failed parts of heat exchangers by using sample selection, visual examination, microscopic examination, chemical analysis, and mechanical tests. The article explains corrosion fatigue of tubing of heat exchangers caused by aggressive environment and cyclic stress. It also discusses the effects of design, welding practices, and elevated temperatures on the failures of heat exchangers.

This article discusses the visual and microscopic characteristics of fractures of cast alloys. These fractures include ductile rupture, transgranular brittle fracture, intergranular fracture, fatigue, and environmentally induced fracture. The article also describes the factors that affect fracture appearance.

This article reviews photographic principles, namely, visual examination, field photographic documentation, and laboratory photographic documentation, as applied to failure analysis and the specific techniques employed in both the field and laboratory. It provides information on the photographic equipment used in failure analysis and on film and digital photography. The article describes the basics of photography and the uses of different types of lighting in photography of a fractured surface. The article also addresses the techniques involved in macrophotography and microscopic photography as well as other special techniques.

This article describes various evaluation techniques of fractography such as visual inspection, macroscopic and microscopic examinations that are used to resolve different aspects of failure. It gives a brief description and pictorial representation of various defects leading to fracture of metals, including laps, seams, cold shuts, cracks, inclusions, porosity, fatigue, and stress corrosion cracking.

Fracture surfaces can provide an important and indispensable record of many factors in simple or complex failures. Visual examination of fracture surfaces can reveal the type and direction of loading, with fracture-surface features often providing definitive evidence of torsion, tension, bending, and compressive loads. This article discusses tools and techniques of visual examination and characteristic features of fracture features. A brief review of ductile and brittle fracture-surface features is provided. The article also describes macroscopic features that can be used to identify fracture-initiation sites, locations of final overload, and the directions of crack propagation. In addition, the use of these features to characterize loading at the time of failure is also described.

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.

This article addresses macroscale fracture appearances, microscale fracture-surface appearances or morphologies, fracture mechanisms, and those factors that influence fractures and fracture appearances. Some of the macroscopic and microscopic features identified by the failure analyst to evaluate the fracture surfaces of metals and plastics are described and compared.

Visual inspection is a nondestructive testing technique that provides a means to detect and examine a variety of surface flaws, such as corrosion, contamination, surface finish, and surface discontinuities. This article discusses the equipment used to aid visual inspection, including borescopes (rigid and flexible), optical sensors, and magnifying systems. The article discusses the special features of borescopes, the factors that influence the choice of a flexible or rigid borescope for use in a specific application, and some of the image sensors used in visual inspection.

Failure analysis is an investigative process in which the visual observations of features present on a failed component and the surrounding environment are essential in determining the root cause of a failure. This article reviews the basic photographic principles and techniques that are applied to failure analysis, both in the field and in the laboratory. It discusses the processes involved in visual examination, field photographic documentation, and laboratory photographic documentation of failed components. The article describes the operating principles of each part of a professional digital camera. It covers basic photographic principles and manipulation of settings that assist in producing high-quality images. The need for accurate photographic documentation in failure analysis is also presented.

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.

Failure analysis is an investigative process that uses visual observations of features present on a failed component fracture surface combined with component and environmental conditions to determine the root cause of a failure. The primary means of recording the conditions and features observed during a failure analysis investigation is photography. Failure analysis photographic imaging is a combination of both science and art; experience and proper imaging techniques are required to produce an accurate and meaningful fracture surface photograph. This article reviews photographic principles and techniques as applied to failure analysis, both in the field and in the laboratory. The discussion covers the processes involved in field and laboratory photographic documentations, provides a description of professional digital cameras, and gives information on photographic lighting and microscopic photography. Special techniques can be employed to deal with highly reflective conditions and are also described in this article.

This article provides an overview of common analytical tools used as part of the process of providing practical information regarding the causes of a coating problem or failure. The common analytical tools include Fourier transform infrared spectroscopy, differential scanning calorimetry, scanning electron microscopy-energy dispersive X-ray spectroscopy, chromatography, and electrochemical impedance spectroscopy. Test cabinets and standard test environments for laboratory analysis are reviewed. The article describes non-standard simulation testing and case studies of simulated environments for coating failure analysis.

Mechanical and environmental loadings cause a variety of failure modes in composites, including matrix cracking, fiber-matrix debonding, delamination between plies, and fiber breakage. This article summarizes visual analysis and nondestructive testing methods for the failure analysis of composites. These methods include radiography, ultrasonic techniques, acoustic emission, and thermograph. The article also provides information on destructive test techniques.

This article illustrates typical fractographic features for a number of different composite materials. It describes the differences in fracture characteristics due to different loading, material processing, and environmental conditions. The article presents fractographic data obtained from epoxy matrix materials. Minimal fractographic data from other brittle thermoset resin systems are also presented. The article discusses the interlaminar fracture of composites with ductile thermoplastic matrices. It also provides information on the translaminar fracture features of the composite materials.

With regard to documentation and photography of a catastrophic event, the field investigator's duties are fundamentally different from those of the laboratory-based analyst, even though both share the same goals. This article presents a case study on documentation considerations during the field investigation. It provides a detailed discussion on the general procedure to downselect from a multicomponent assemblage to a set of potential primary failed components. The article describes visual examination in macrofractography.

The application of transmission electron microscope to the study of fracture surfaces and related phenomena has made it possible to obtain magnifications and depths of field much greater than those possible with light (optical) microscopes. This article reviews the methods for preparing single-stage, double-stage, and extraction replicas of fracture surfaces. It discusses the types of artifacts and their effects on these replicas, and provides information on shadowing of replicas. The article concludes with a comparison of the transmission electron and scanning electron fractographs with illustrations.

Pitting is a form of localized corrosion that is often a concern in applications involving passivating metals and alloys in aggressive environments. This article describes the test methods for pitting corrosion. These methods include ASTM G 48, ASTM F 746, ASTM G 61, ASTM G 100, and electrochemical noise measurements. The visual examination, metallographic examination, and nondestructive inspection of pits are discussed. The article reviews the procedures for the use of standard charts, metal penetration, statistical analysis, and loss in mechanical properties to quantify the severity of pitting damage.

This article provides an overview of the origin of metallography. It presents information on how to select a section from a specimen and prepare it for macroscopic analysis. The article describes the macroscopic analysis of steel fracture surfaces with emphasis on ductile, brittle, and fatigue fracture with illustrations. It discusses microanalysis with a focus on the method of light microscopy and includes information of scanning electron microscope in fractography. The article also explains the characteristics of solidification, transformation, deformation structures, and discontinuities that are present in a microstructure. It concludes with information on image analysis.