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.

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.

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.

This article focuses on the forging behavior and practices of carbon and alloy steels. It presents general guidelines for forging in terms of practices, steel selection, forgeability and mechanical properties, heat treatments of steel forgings, die design features, and machining. The article discusses the effect of forging on final component properties and presents special considerations for the design of hot upset forgings.

Titanium alloys are forged into a variety of shapes and types of forgings, with a broad range of final part forging design criteria based on the intended end-product application. This article begins with a discussion on the classes of titanium alloys, their forgeability, and factors affecting forgeability. It describes the forging techniques, equipment, and common processing elements associated with titanium alloy forging. The processing elements include the preparation of forging stock, preheating of the stock, die heating, lubrication, forging process, trimming and repair, cleaning, heat treatment, and inspection. The article presents a discussion on titanium alloy precision forgings and concludes with information on the forging of advanced titanium materials and titanium aluminides.