This article provides a detailed account of x-ray diffraction (XRD) residual-stress techniques. It begins by describing the principles of XRD stress measurement, followed by a discussion on the most common methods of XRD residual-stress measurement. Some of the procedures required for XRD residual-stress measurement are then presented. The article provides information on measurement of subsurface stress gradients and stress relaxation caused by layer removal. The article concludes with a section on examples of applications of XRD residual-stress measurement that are typical of industrial metallurgical, process development, and failure analysis investigations undertaken at Lambda Research.

The presence of macroscopic residual stresses in heat treatable aluminum alloys can give rise to machining distortion, dimensional instability, and increased susceptibility to in-service fatigue and stress-corrosion cracking. This article details the residual-stress magnitudes and distributions introduced into aluminum alloys by thermal operations associated with heat treatment. The available technologies by which residual stresses in aluminum alloys can be relieved are also described. The article shows why thermal stress relief is not a feasible stress-reduction technology for precipitation-hardened alloys. It examines the consequences of aging treatments on the residual stress, namely, annealing, precipitation heat treatment, and cryogenic treatment. The article provides information on uphill quenching, which attempts to reverse thermal gradients encountered during quenching. It examines how quench-induced residual stresses in heat treatable aluminum alloys are reduced when sufficient load is applied to cause plastic deformation. The article also shows how plastic deformation reduces residual stress.

X-ray diffraction (XRD) residual-stress analysis is an essential tool for failure analysis. This article focuses primarily on what the analyst should know about applying XRD residual-stress measurement techniques to failure analysis. Discussions are extended to the description of ways in which XRD can be applied to the characterization of residual stresses in a component or assembly and to the subsequent evaluation of corrective actions that alter the residual-stress state of a component for the purposes of preventing, minimizing, or eradicating the contribution of residual stress to premature failures. The article presents a practical approach to sample selection and specimen preparation, measurement location selection, and measurement depth selection; measurement validation is outlined as well. A number of case studies and examples are cited. The article also briefly summarizes the theory of XRD analysis and describes advances in equipment capability.

Quenching is a widely used technique to strengthen titanium alloys. This article presents the metallurgical and structural background underlying the specific techniques applied in the quenching of various titanium alloys, and the ways to control and reduce residual stresses induced from quenching or other thermal or mechanical processes. It discusses the types and microstructures of titanium alloys, namely, alpha, alpha-beta, and beta alloys, and describes the general effects of the various heat treatments. The article provides information on quenching media, quenching rate, section size, and martensitic transformation in quenched titanium alloys. It shows how residual stresses in titanium alloys are evaluated and controlled. Finally, the article describes the stress-relief treatments used to reduce residual stresses.

The process of case hardening of steel includes three consecutive steps of heat treatment: heating; the thermochemical process with the enrichment of the surface area during the carburizing or carbonitriding stage with carbon and nitrogen; and the subsequent quenching process for hardening. This article provides a model-based description of the development of residual stresses during case hardening. It also describes the influence and effects of residual stresses and distortion in hardening, carburizing, and nitriding processes of the steel.

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.

The concept of surface integrity for grinding operations can be extended to encompass six different groups of key factors: visual, dimensional, residual stress, tribological, metallurgical, and others. This article discusses the importance of these factors in the performance and behavior of finishing methods in various manufactured parts. Special emphasis is given to residual stresses and their influence on the final mechanical properties of a manufactured part.

This article describes the fundamental concepts of heat treatment simulation, including the physical events and their interactions, the heat treatment simulation software, and the commonly used simulation strategies. It summarizes material data needed for heat treatment simulations and discusses reliable data sources as well as experimental and computational methods for material data acquisition. The article provides information on the process data needed for accurate heat treatment simulation and the methods for their determination. Methods for validating heat treatment simulations are also discussed with an emphasis on the underlying philosophy for the selection and design of validation tests. The article also discusses the applications, capabilities, and limitations of heat treatment simulations via selected industrial case studies for a better understanding of the effect of microstructure, distortion, residual stress, and cracking in gears, shafts, and bearing rings.

Gears are a common part type for applications of the magnetic Barkhausen noise (MBN) techniques for nondestructive inspection. This article discusses the typical applications for MBN techniques, namely, detection of grinding retemper burn, evaluation of residual stresses, and detection of heat treatment defects, including the evaluation of case depth.

This article provides a useful guide for measuring residual macrostress on coatings. The most commonly used measurement methods are mechanical deflection, X-ray diffraction, and hole-drilling strain-gage. After a discussion on the origins of residual stress, the article describes the fundamental principles and presents examples of practical measurements for each method.

This article presents an outline of the physical metallurgical principles that are associated with heat treating of steels. It describes the iron-carbon phase diagram and various types of transformation diagrams, including isothermal transformation diagrams, continuous heating transformation diagrams, and continuous cooling transformation diagrams. The primary design criteria for heat treating of steels this article covers are the minimization of distortion and undesirable residual stresses. The article presents the theoretical and empirical guidelines to understand sources of common heat-treating defects and how they can be controlled. It also presents an example to demonstrate how thermal and transformation-induced strains cause dimensional changes and residual stresses.

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 provides a discussion on ten rules for the effective production of reliable castings. The rules include good-quality melt, liquid front damage, liquid front stop, bubble damage, core blows, shrinkage damage, convection damage, segregation, residual stress, and location points.

Heat treatment simulation helps to predict heat treatment results such as component microstructures, properties, residual stresses, and distortion, and thereby assists in reducing experimental effort in defining heat treatment parameters. This article discusses the modeling and simulation of age hardening as being the most important heat treatment to strengthen aluminum alloys. It provides information on the heat treatment simulation model, the yield strength model based on the responsible strengthening mechanisms, and the flow curve model based on mechanical tests. The article also discusses simulation of the quenching process, and provides examples for aluminum quenching simulation.

Quenching refers to the rapid cooling of metal from the solution treating temperature, typically between 465 and 565 deg C (870 and 1050 deg F) for aluminum alloys. This article provides an overview on the appropriate quenching process and factors used to determine suitable cooling rate. It describes the quench sensitivity and severity of alloys, quench mechanisms and the different types of quenchants used in immersion, spray, and fog quenching. The article provides a detailed description of the quench-factor analysis that mainly includes residual stress and distortion, which can be controlled by proper racking. It concludes with information on agitation and the quench tank system used in the quenching of aluminum alloys.

Heat treating of stainless steel produces changes in physical condition, mechanical properties, and residual stress level and restores maximum corrosion resistance when that property has been adversely affected by previous fabrication or heating. This article focuses on annealing of different types of stainless steels such as austenitic, ferritic, duplex, martensitic, and precipitation-hardening, and on the heat treatment of superalloys and refractory metals. It discusses the recommended procedures for solution annealing, austenite conditioning, transformation cooling, and age tempering of precipitation-hardening stainless steels. The article also lists general recommendations for the annealing temperatures of tantalum, niobium, molybdenum, tungsten, and their alloys.

X-ray diffraction (XRD) is the most extensively used method for identifying and characterizing various aspects of metals related to the arrangements and spacings of their atoms for bulk structural analysis. XRD techniques are also applicable to ceramics, geologic materials, and most inorganic chemical compounds. This article describes the operating principles and types of XRD analyses, along with information about the threshold sensitivity and precision, limitations, sample requirements, and capabilities of related techniques. The necessary instrumentation for XRD analyses include the Debye-Scherrer camera and the X-ray diffractometer. The article also describes the uses of XRD analyses, such as the identification of phases or compounds in metals and ceramics; detection of order and disorder transformation; determination of lattice parameters and changes in lattice parameters due to alloying and temperature effects; measurement of residual stresses; characterization of crystallite size and perfection; characterization of preferred orientations; and determination of single crystal orientations.

Additive manufacturing (AM) is the process of joining materials to make parts from three-dimensional (3D) model data, usually layer upon layer, as opposed to subtractive manufacturing and formative manufacturing methodologies. This article discusses various defects in AM components, such as porosity, inclusions, cracking, and residual stress, that can be avoided by using vendor recommended process parameters and approved materials. It describes the development of process-structure-property-performance modeling. The article explains the practical considerations in nondestructive evaluation for additively manufactured metallic parts. It also examines nondestructive testing (NDT) inspection and characterization methods for each of the manufacturing stages in their natural order. The article provides information on various inspection techniques for completed AM manufactured parts. The various electromagnetic and eddy current techniques that can be used to detect changes to nearsurface geometric anomalies or other defects are also discussed. These include ultrasonic techniques, radiographic techniques, and neutron imaging.

Dimensional and shape changes caused by heat treatment have been the subject of scientific and industrial research for a very long time. This article provides an overview of the complexity of distortion and stress generation during heat treatment of steels. It discusses the measurement and evaluation of dimensional and shape changes with examples. The article describes the mechanisms at work during the generation of stresses and distortion during heat treatment. A hypothetical experiment with increasing application to real life is used to develop a systematization of unavoidable size and shape changes. The article also provides information on the carriers of distortion potential that cause measureable size and shape changes.

This article describes concepts and tools that can be used by the failure analyst to understand and address deformation, cracking, or fracture after a stress-related failure has occurred. Issues related to the determination and use of stress are detailed. Stress is defined, and a procedure to deal with stress by determining maximum values through stress transformation is described. The article provides the stress analysis equations of typical component geometries and discusses some of the implications of the stress analysis relative to failure in components. It focuses on linear elastic fracture mechanics analysis, with some mention of elastic-plastic fracture mechanics analysis. The article describes the probabilistic aspects of fatigue and fracture. Information on crack-growth simulation of the material is also provided.