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.

Successful hardening depends on the hardenability of steel composition, the geometry of parts, the quenching system, and on the heat treating process used. This article provides a brief overview of the computation and use of quench factor analysis (QFA) to quantify as-quenched hardness for carbon and low-alloy steels. As a single-value parameter alternative to Grossmann H-values, QFA is a potential method to qualify a quenching medium or process or to effectively monitor variation of quench severity due to either the quenchant or the system. The article describes the procedures for experimentally determining the quench factors by using a type 304 austenitic stainless steel probe. Typical examples of the utilization of QFA for quenchant characterization are provided. The article also describes the methods for experimentally generating time-temperature-property curves.

Low-temperature surface hardening is mostly applied to austenitic stainless steels when a combination of excellent corrosion performance and wear performance is required. This article provides a brief history of low-temperature surface hardening of stainless steel, followed by a discussion on physical metallurgy, including crystallographic identity, thermal stability and decomposition, nitrogen and carbon solubility in expanded austenite, and diffusion kinetics of interstitials. It provides a description of low-temperature nitriding and nitrocarburizing processes for primarily austenitic and, to a lesser extent, other types of stainless steels along with practical examples and industrial applications of these steels.

Wrought powder metallurgy (P/M) high-speed tool steels exhibit better machinability, dimensional control and safety in heat treatment, grindability, and edge toughness during cutting. This article discusses the two stages of machining of P/M tool steels: rough machining, in annealed condition, and finish machining, in hardened-and-tempered condition. It tabulates the composition of commercial crucible particle metallurgy and anti-segregation process tool steels and their typical machining conditions.

Stainless steels are essential for the modern industrial civilization because of their corrosion resistance, especially in the chemical, petrochemical, and food industries. This article discusses the classification of the various types of stainless steels, including martensitic, ferritic, austenitic, duplex (ferritic-austenitic), and precipitation-hardening stainless steels. It presents a checklist of characteristics to be considered in selecting the proper type of stainless steel for a specific application. The article also outlines the need to promote the formation of an effective protective passive layer in stainless steels. It discusses hardness, fatigue and fretting properties, tribological properties, wear resistance, and corrosion-wear process of the S-phase layer. The article describes two thermochemical nitriding techniques of stainless steels: plasma-assisted nitriding techniques and non-plasma assisted nitriding processes. It also describes the difficulties in stainless steel nitriding/carburizing.

Of the various thermal processing methods for steel, heat treating has the greatest overall impact on control of residual stress and on dimensional control. This article provides an overview of the effects of material- and process-related parameters on the various types of failures observed during and after heat treating of quenched and tempered steels. It describes phase transformations of steels during heating, cooling of steel with and without metallurgical transformation, and the formation of high-temperature transformation products on the surface of a carburized part. The article illustrates the use of carbon restoration on decarburized spring steels. Different geometric models for carbide formation are shown schematically. The article also describes the different microstructural features such as grain size, microcracks, microsegregation, and banding.

This article focuses on the specific features of carbon steels and alloy steels that are pertinent to heating by induction for warm and hot working processes. It provides a detailed account of the effects of various microstructures on austenitization kinetics for AISI 1045 steels. The article explains the factors to be considered for induction heating of various steel alloys. It describes the temperature and compositional issues that should be considered in the forging of steels that are induction heated.

In the case of steels, heat treatment plays a fundamental role because no other process step can manipulate the microstructure in order to fulfill such a wide variety of possible in-service conditions. This article addresses heat treatment with regard to hardening and subsequent tempering of steel components in order to optimize tribological properties. It focuses on the heat treatment of tempering and bearing steels and on volume changes that take place due to phase transformations. Plastic deformations that occur due to shrinking and phase transformation are also discussed. The article also describes the generation of thermal, transformation, and hardening residual stresses.

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 provides an overview of the effects of various material- and process-related parameters on residual stress, distortion control, cracking, and microstructure/property relationships as they relate to various types of failure. It discusses phase transformations that occur during heat treating and describes the metallurgical sources of stress and distortion during heating and cooling. The article summarizes the effect of materials and the quench-process design on distortion and cracking and details the effect of cooling characteristics on residual stress and distortion. It also provides information on the methods of minimizing distortion and tempering. The article concludes with a discussion on the effect of heat treatment processes on microstructure/property-related failures.

This article examines the embrittlement of iron and carbon steels. It describes compositional, processing, and service conditions that contribute to the problem and presents examples of how embrittlement influences mechanical properties. Embrittlement due to hydrogen is the most common form of embrittlement and influences the behavior and properties of nearly all ferrous alloys and many metals. The article explains why hydrogen embrittlement is so widespread and reviews the many types of damage it can cause. It also explores other forms of embrittlement, including metal-induced embrittlement, strain-age and aluminum nitride embrittlement, thermal embrittlement, quench cracking, 475 deg C and sigma phase embrittlement (in FeCr alloys), temper embrittlement, and embrittlement caused by neutron irradiation. In addition, the article covers stress-corrosion cracking along with properties and conditions that affect it, and the procedures to detect and evaluate it.

Contact fatigue is a surface-pitting-type failure commonly found in ball or roller bearings. This article discusses the mechanisms of contact fatigue found in gears, cams, valves, rails, and gear couplings. It discusses the statistical analysis of rolling contact bearing-life tests. The article concludes with information on various approaches that improve the contact fatigue resistance of rolling contact systems.

Laser surface hardening is a noncontact process that provides a chemically inert and clean environment as well as flexible integration with operating systems. This article provides a brief discussion on the various conventional surface-modification techniques to enhance the surface and mechanical properties of ferrous and nonferrous alloys. The techniques are physical vapor deposition, chemical vapor deposition, sputtering, ion plating, electroplating, electroless plating, and displacement plating. The article describes five categories of laser surface modification, namely, laser surface heat treatment, laser surface melting such as skin melting or glazing, laser direct metal deposition such as cladding, alloying, and hardfacing, laser physical vapor deposition, and laser shock peening. The article provides detailed information on absorptivity, laser scanning technology, and thermokinetic phase transformations. It also describes the influence of cooling rate on laser heat treatment and the effect of processing parameters on temperature, microstructure, and case depth hardness.

Selection of appropriate grades of steel will enable the steel to perform for very long times with minimal corrosion, but an inadequate grade can corrode and perforate more rapidly than a plain carbon steel will fail by uniform corrosion. This article describes the effect of chemical composition, heat treatment, welding, and surface condition on corrosion resistance of stainless steels. It discusses the various forms of corrosion and the important factors to be considered when selecting suitable stainless steel for application in specific corrosive environments.

This article discusses the classification of carbon steels based on carbon content, and tabulates the compositional limits of medium- and high-carbon steels based on the AISI code and other similar codes. It describes recrystallization annealing and spheroidizing of carbon steels, and discusses the classification of carbon steels for heat treatment. The article also discusses the estimation of continuous cooling curves from isothermal transformation curves. It provides information on the Jominy end-quench test and the Grossmann method and the procedures to increase hardenabilty of carbon steels. The article includes information on the purpose of tempering and heat treating guidelines for different grades of steels, including cast carbon steels.

The first part of this article focuses on two major forms of machining-related failures, namely machining workpiece (in-process) failures and machined part (in-service) failures. Discussion centers on machining conditions and metallurgical factors contributing to (in-process) workpiece failures, and undesired surface layers and metallurgical factors contributing to (in-service) machined part failures. The second part of the article discusses the effects of microstructure on machining failures and their preventive measures.

Induction hardening is a prominent method in the gear manufacturing industry due to its ability of selectively hardening portions of a gear such as the flanks, roots, and/or tips of teeth with desired hardness, wearing resistance, and contact fatigue strength without affecting the metallurgy of the core. This article provides an overview of gear technology and materials selection. It describes different gear-hardening patterns, namely, tooth-by-tooth hardening, tip-by-tip hardening, gap-by-gap hardening, spin hardening, single-frequency gear hardening, dual-frequency gear hardening, simultaneous dual-frequency gear hardening, and through heating for surface hardening. It provides information on the different inspection methods based on the American Gear Manufacturers Association, revealing metallurgical data, hardness, and dimensions of gears. In addition, the article presents a comparative study on the mechanical properties of contour-hardened and carburized gears. It concludes by describing typical failures of induction-hardened steels and the corresponding prevention methods.

This article provides an overview of the identification systems for various grades of wrought stainless steels, namely, the American Iron and Steel Institute numbering system, the Unified Numbering System, and proprietary designations. It elaborates on five major families of stainless steels, as defined by the crystallographic structure. These include ferritic stainless steels, austenitic stainless steels, martensitic stainless steels, and precipitation-hardening stainless steels. The mechanism of corrosion protection for stainless steels is reviewed. The article examines the effects of composition, processing, design, fabrication, and external treatments on the corrosion of stainless steels. Various forms of corrosion, namely, general, galvanic, pitting, crevice, intergranular, stress-corrosion cracking, erosion-corrosion, and oxidation, are reviewed. Corrosion testing for; corrosion in atmosphere, water, and chemical environments; and the applications of stainless steels in various industries are also discussed.