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.

Rolling-element bearings use rolling elements interposed between two raceways, and relative motion is permitted by the rotation of these elements. This article presents an overview of bearing materials, bearing-load ratings, and an examination of failed bearings. Rolling-element bearings are designed on the principle of rolling contact rather than sliding contact; frictional effects, although low, are not negligible, and lubrication is essential. The article lists the typical characteristics and causes of several types of failures. It describes failure by wear, failure by fretting, failure by corrosion, failure by plastic flow, failure by rolling-contact fatigue, and failure by damage. The article discusses the effects of fabrication practices, heat treatment and hardness of bearing components, and lubrication of rolling-element bearings with a few examples.

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.

Finishing refers to a wide variety of processes that generally involve material removal in one form or another to generate surfaces with specific geometries, tolerances, and functional or decorative characteristics. This article discusses four major finishing methods, namely, abrasive machining, electropolishing, mass finishing, and shot peening. In each case, it describes subtypes, process variations, and the associated equipment.

Because of the tough engineering environment of the railroad industry, fatigue is a primary mode of failure. The increased competitiveness in the industry has led to increased loads, reducing the safety factor with respect to fatigue life. Therefore, the existence of corrosion pitting and manufacturing defects has become more important. This article presents case histories that are intended as an overview of the unique types of failures encountered in the freight railroad industry. The discussion covers failures of axle journals, bearings, wheels, couplers, rails and rail welds, and track equipment.

This article is dedicated to the fields of mechanical engineering and machine design. It also intends to give a nonexhaustive view of the preventive side of the failure analysis of rolling-element bearings (REBs) and of some of the developments in terms of materials and surface engineering. The article presents the nomenclature, numbering systems, and worldwide market of REBs as well as provides description of REBs as high-tech machine components. It discusses heat treatments, performance, and properties of bearing materials. The processes involved in the examination of failed bearings are also explained. Finally, the article discusses in detail the characteristics and prevention of the various types of failures of REBs: wear, fretting, corrosion, plastic flow, rolling-contact fatigue, and damage. The article includes an Appendix, which lists REB-related abbreviations, association websites, and ISO standards.

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.

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 provides information on the microstructure of powder metal alloys and the special handling requirements of porous materials. It covers selection, sectioning, mounting, grinding, and polishing, and describes procedures, such as washing, liquid removal, and impregnation, meant to preserve pore structures and keep them open for analysis. The article compares and contrasts the microstructures of nearly 50 powder metal alloys, using them to illustrate the effect of consolidation and compaction methods as well as particle size, composition, and shape. It discusses imaging equipment and techniques and provides data on etchants and etching procedures.

This article illustrates how objective experiments and comparisons can be used to develop surface preparation procedures for metallographic examination of structural features of metals. These procedures are classified as machining, grinding and abrasion, or polishing. The article describes the abrasion artifacts in austenitic steels, zinc, ferritic steels, and pearlitic steels, and other effects of abrasion damages, including flatness of abraded surfaces and embedding of abrasive. Different polishing damages, such as degradation of etching contrast and scratch traces, are reviewed. The article explains the final-polishing processes such as skid polishing, vibratory polishing methods, etch-attack and electromechanical polishing, and polishing with special abrasives. An overview of special polishing techniques for unusual materials such as very hard and very soft materials is provided. The article concludes with a discussion on semiautomatic preparation procedures, providing information on procedures based on the use of diamond abrasives charged in a carrier paste and in a suspension.

Fractography is the systematic study of fractures and fracture surfaces. It is a useful tool in failure analysis and provides a means for correlating the influence of microstructure on the fracture mode of a given material. This article discusses the preservation, preparation, and photography of fractured parts and surfaces, and describes some of the more common fractographic features revealed by light microscopy, including tensile-fracture surface marks in unnotched specimens, fatigue marks, and structural discontinuities within the metal. The article also explains how to interpret fracture information contained in optical and scanning-electron microscope fractographs.

Zirconium, hafnium, and their alloys are reactive metals used in a variety of nuclear and chemical processing applications. This article describes various specimen preparation procedures for these materials, including sectioning, mounting, grinding, polishing, and etching. It reviews some examples of the microstructure and examination for zircaloy alloys, hafnium, zirconium, and bimetallic forms.

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.

Scanning electron microscopy (SEM) has unique capabilities for analyzing fracture surfaces. This article discusses the basic principles and practice of SEM, with an emphasis on its applications in fractography. The topics include an introduction to SEM instrumentation, imaging and analytical capabilities, specimen preparation, and the interpretation of fracture features. SEM can be subdivided into four systems, namely, illuminating/imaging, information, display, and vacuum systems. The article also describes the major criteria and techniques of SEM specimen preparation, and the general features of ductile and brittle fracture modes.

Multiple-slide forming is a process in which the workpiece is progressively formed in a combination of units that can be used in various ways for the automated fabrication of a large variety of simple and intricately shaped parts from coil stock or wire. This article discusses the components of multiple-slide rotary forming machines involved in the blanking and forming of strip stock. It describes a complicated application of the two-level forming, with an example.

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.

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 discusses the installation of the most commonly used force-monitoring devices, namely, load cells and piezoelectric force sensors. It describes the purpose and operation of commonly used displacement sensors, such as linear variable differential transformers, proximity sensors, photoelectric sensors, and ultrasonic sensors. The article provides information on the sensors used for detecting tool breakages and flaws in parts, the measurement of material flow during sheet metal forming, and lubrication. It also describes the operating stages of machine vision systems used for automated quality-control purposes. The theory of eddy-current-based material properties evaluation is also discussed.

Tool steels are prepared for metallographic examination in the same way as carbon steels with a few variations owing to hardness and alloying differences. This article explains what makes tool steels different and how to compensate for it when sectioning, mounting, grinding, polishing, and etching. It provides information and data on composition, hot working, austenitizing, tempering, and powder metal manufacturing and explains how it affects tool steel microstructure, using more than 100 detailed images.