This article introduces basic physical metallurgy concepts that may be useful for understanding and interpreting variations in metallographic features and how processing affects microstructure. It presents some basic concepts in structure-property relationships. The article describes the use of equilibrium binary phase diagrams as a tool in the interpretation of microstructures. It reviews an account of the two types of solid-state phase transformations: isothermal and athermal. The article discusses isothermal transformation and continuous cooling transformation diagrams which are useful in determining the conditions for proper heat treatment (solid-state transformation) of metals and alloys. The influence of the mechanisms of phase nucleation and growth on the morphology, size, and distribution of grains and second phases is also described.

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.

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 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.

Stainless steels are used for medical implants and surgical tools due to the excellent combination of properties, such as cost, strength, corrosion resistance, and ease of cleaning. This article describes the classifications of stainless steels, such as austenitic stainless steels, martensitic stainless steels, ferritic stainless steels, precipitation-hardening stainless steels, and duplex stainless steels. It contains a table that lists common medical device applications for stainless steels. The article discusses the physical metallurgy and physical and mechanical properties of stainless steels. Medical device considerations for stainless steels, such as fatigue strength, corrosion resistance, and passivation techniques, are reviewed. The article explains the process features of implant-grade stainless steels, including type 316L, type 316LVM, nitrogen-strengthened, ASTM F1314, ASTM F1586, ASTM F2229, and ASTM F2581 stainless steels.

This article explains how to prepare precious metal test samples for metallographic examination. It discusses cutting, mounting, grinding, polishing, and etching and addresses some of the challenges of working with small, relatively soft specimens. It includes dozens of example micrographs, comparing and contrasting the microstructural features of gold, platinum, iridium, palladium, and ruthenium-base alloys. It examines pure gold, intermetallic gold compounds, gold and platinum jewelry alloys, platinum-containing shape memory alloys, and alloys consisting of platinum, aluminum, and copper.

Nitriding is a general term for all processes based on the addition of nitrogen to the surface of steel. When carbon is added along with the nitrogen, the process is called nitrocarburizing. This article provides a detailed discussion on the functional and structural properties of nitrided layers. It describes the structural changes on the surface of carbon steels, alloy steels, and austenitic stainless steels. The article explains the effects of the various nitriding processes, namely, gaseous nitriding, plasma nitriding, gaseous nitrocarburizing, and salt bath nitrocarburizing, on the structure and properties of nitrided layers.

The choice of heat treatment depends on the service requirements of a given bearing and how the bearing will be made. This article describes the design parameters, material characteristics required to sustain performance characteristics, metallurgical properties, and dimensional stability. It also provides a description of various extensively-used heat treatment processes, namely, carburizing, carbonitriding, induction surface hardening, and nitriding associated with various bearings. In addition, the article explores the factors to be considered in selecting a process and explains why it is optimum for a specific application.

Carburization is the process of intentionally increasing the carbon content of a steel surface so that a hardened case can be produced by martensitic transformation during quenching. Like carburizing, carbonitriding involves heating above the upper critical temperature to austenitize the steel. This article introduces the fundamentals, types, advantages and limitations, and the complications of various forms of carburizing, namely, pack carburizing, liquid carburizing or salt bath carburizing, gas carburizing, and low-pressure (vacuum) carburizing. The related process of carbonitriding is also briefly described in the article.

Martensite is a metastable structure that forms during athermal (nonisothermal) conditions. This article reviews the crystallographic theory, morphologies, orientation relationships, habit plane, and transformation temperature of ferrous martensite microstructures. It examines the stages of the tempering process involved in ferrous martensite. The article also describes the formation of the martensite structure in nonferrous systems. It concludes with a discussion on shape memory alloys.

This article reviews the factors influencing carburization to improve wear resistance of steel, such as operating temperature, cost, production volume, types of wear, and design criteria. It details the types of wear, namely abrasive wear and adhesive wear. The article discusses the characteristics of carburized steels that affect wear resistance, including hardness, microstructure, retained austenite, and carbides. It also describes the processing considerations for carburization of titanium.

This article describes two contemporary approaches for preparing cast iron specimens with a wide range of phases and constituents as well as different graphite morphologies. It introduces concepts and preparation materials that enable metallographers to shorten the process while producing better, more consistent results. Recommended procedures to prepare cast irons and examples of high-alloy cast iron microstructures revealed using a variety of etchants are presented. Several etchants are used to reveal the matrix microstructure, depending on the alloy content. The article discusses the use of black and white etchants and lists the compositions of abrasion-resistant cast irons according to ASTM A532/A532M in a table.

Metallographic techniques for ductile irons are similar to those for other cast irons but more difficult than for steels, because graphite retention is a challenging task. This article presents recommended procedures to prepare ductile irons. It discusses three contemporary approaches for preparing ductile cast iron specimens with a wide range of phases and constituents as well as variations in graphite morphologies. A wide variety of matrix microstructures can be obtained in ductile irons. Examples are presented using a variety of etchants. Control of the nodularity of graphite in ductile irons is critical to their performance. The article presents details concerning the characterization of the graphite nodules.

The heat treatment of steel is based on the physical metallurgical principles that relate to its processing, properties, and structure. The microstructures that result from the heat treatment of steel are composed of one or more phases in which the atoms of iron, carbon, and other elements in steel are associated. This article describes the phases of heat treated steel, and provides information on effect of temperature change and the size of carbon atoms relative to that of iron atoms during the heat treatment.

This article discusses the classification of wear based on the presence or absence of effective lubricants, namely, lubricated and nonlubricated wear. Variations in ambient temperature, atmosphere, load, and sliding speed, as well as variations in material bulk composition, microstructure, surface treatment, and surface finish of steel are also considered. The article discusses the types, wear testing, wear evaluation, and hardness evaluation of abrasive wear. It describes the selection criteria of steels for wear resistance. The article also describes the importance of hardness and microstructure as factors in resistance to wear. It provides a discussion on the resistance of various materials to wear in specific applications. The wear resistance of austenitic manganese steels is also discussed. The article discusses the applications of phosphate coatings, wear-resistant coatings, and ion implantation. It concludes with information on interaction of wear and corrosion.

An understanding of the influence of microstructure on machinability can provide an insight into more efficient machining and the correct solution to problems. Providing numerous microstructures to depict examples, this article describes the relationship between the microstructure and machinability of cast irons, steels, and aluminum alloys. It presents data on hardness values and the effect of the matrix microstructure of cast iron on tool life. It also explains how a higher inclusion count improves the machinability of steels and why aluminum alloys can be machined at very high speeds.

Ductile cast irons are heat treated primarily to create matrix microstructures and associated mechanical properties not readily obtained in the as-cast condition. This article discusses the most important heat treatments of ductile irons and their purposes. International standards of ductile iron provided by ASTM International, the International Organization for Standardization (ISO), and SAE International are presented in a table. The article explains basic structural differences between the ferritic, pearlitic, martensitic, and ausferritic classes. It presents recommended practices for annealing ductile iron castings for different alloy contents and for castings with and without eutectic carbides. The article discusses the induction surface hardening and remelt hardening of ductile iron. It concludes with information on the effect of heat treatment on fatigue strength of ductile iron.

Ductile cast irons are heat treated to create matrix microstructures and associated mechanical properties not readily obtained in the as-cast condition. This article provides a detailed account of the general characteristics of ductile irons. It discusses the most important heat treatments of ductile irons, namely, stress relieving, austenitizing, annealing, normalizing, quenching, martempering, austempering, and surface hardening. The article elucidates the effects of these heat treatments on the mechanical properties of the ductile irons.

This article discusses the principles of physical metallurgy and metallography of depleted uranium. It describes the techniques involved in the preparation of thin foils for transmission electron microscopy and illustrates the resulting microstructure of uranium and uranium alloys, with the aid of black and white images. The article also provides information on the applications of etching and examination of uranium alloys, at both macro and micro scales, in characterizing the grain structures, segregation patterns, inclusions, and the metal flow geometries produced by solidification and mechanical working processes.

Tempering of steel is a process in which hardened or normalized steel is heated to a temperature below the lower critical temperature and cooled at a suitable rate, primarily to increase ductility, toughness, and grain size of the matrix. This article provides an overview of the variables that affect the microstructure and mechanical properties of tempered steel, namely, the tempering temperature, tempering time, carbon content, alloy content, and residual elements. Tempering after hardening is performed to relieve quenching stresses and ensure dimensional stability of steel. The article discusses the embrittlement problems associated with tempering. Four types of equipment are used for tempering, namely, convection furnaces, salt bath furnaces, oil bath equipment and molten metal baths. Special procedures for tempering are briefly reviewed.