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.

This article is a comprehensive collection of tables listing: dangerous reactions of chemicals and designations of etchants; chemical-polishing solutions for irons and steels and nonferrous materials; attack-polishing solutions, macrostructure etchants for iron and steel; and major microstructure etchants for common phases and constituents in ferrous materials.

This article describes the specimen preparation steps for tin and tin alloys, and for harder base metals which are coated with these materials with illustrations. The steps discussed include sectioning, mounting, grinding, polishing, and etching. The article provides information on etchants for tin and tin alloys in tabular form. It presents the procedure recommended for electron microscopy to determine the nature of the intermetallic compound formed by the reaction between tin or tin-lead coatings on various substrates. The article concludes with an illustration of the microstructures of tin-copper, tin-lead, tin-lead-cadmium, tin-antimony, tin-antimony-copper, tin-antimony-copper-lead, tin-silver, tin-indium, tin-zinc, and tin-zinc-copper systems.

This article describes the numerous techniques used to measure friction. It provides a brief description of the historical development of friction testing. The article discusses the tests and equipment available for friction testing. It explains the procedural considerations that should be addressed to ensure that valid data are derived from a friction test. The article presents definitions of terms commonly used in tribology such as static friction, kinetic coefficient of friction, stick-slip behavior, and lubricated friction. It provides information on the precautions that must be taken to ensure valid test results. The article also describes how to report data and how to analyze these data.

Cemented carbides belong to a class of hard, wear-resistant, refractory materials in which the hard carbide particles are bound together, or cemented, by a soft and ductile metal binder. The performance of cemented carbide as a cutting tool lies between that of tool steel and cermets. Almost 50% of the total production of cemented carbides is used for nonmetal cutting applications. Their properties also make them appropriate materials for structural components, including plungers, boring bars, powder compacting dies and punches, high-pressure dies and punches, and pulverizing hammers. This article discusses the manufacture, microstructure, composition, classifications, and physical and mechanical properties of cemented carbides, as well as their machining and nonmachining applications. It examines the relationship between the workpiece material, cutting tool and operational parameters, and provides suggestions to simplify the choice of cutting tool for a given machining application. It also examines new tool geometries, tailored substrates, and the application of thin, hard coatings to cemented carbides by chemical vapor deposition and physical vapor deposition. It discusses the tool wear mechanisms and the methods available for holding the carbide tool. The article is limited to tungsten carbide cobalt-base materials.

This article describes the microstructure of copper alloys, including copper-zinc (brasses), bronzes, copper-nickel, and copper-nickel-zinc, and examines the effect of oxygen content on alloy phases observed in different product forms. The article also discusses inclusions, etchants, and the effect of composition and processing on grain structure and growth rates.

This article describes the techniques for measuring friction, namely, inclined-plane method; friction test methods using weights and pulleys; friction tests of shafts and capstans; other types of friction tests, including standards; microscale friction tests; and friction testing under well-lubricated conditions. The procedural considerations that should be addressed to ensure that valid data are derived from a friction test are discussed. The article explains friction testing geometries, the major considerations implicit in their use as well as friction test parameters, such as speed and load. It also demonstrates how to report friction data and how these data can be entered into a database.

This article focuses on marine coatings associated with protecting commercial and military vessels. It provides detailed information on the common issues and requirements encountered when coating ballast tanks, freeboard, topside, and decks of the vessel. The article describes the advent of ultra-high solids coatings technology, and reviews the marine-specific coatings such as antifouling and their mechanisms and common failure modes.

Contour roll forming is a continuous process for forming metal from sheet, strip, or coiled stock into desired shapes of uniform cross section by feeding the stock through a series of roll stations equipped with contoured rolls. This article discusses the materials, roll-forming machines, tooling, and auxiliary equipment used in contour roll forming and its process variables. Tooling used in roll forming includes forming rolls and dies for punching and cutting off the material. The article discusses the additional tooling required in tube mills to weld, size, and straighten the tubes as they are produced on the machine. It describes the roll design for tube rolling and reviews the seam welding operations of pipe and tubing. The article discusses cross-sectional tolerances, the reshaping of round tubing, and factors that affect the quality, accuracy, and surface finish.

This article describes the various types of press construction and the factors that influence the selection of mechanically or hydraulically powered machines for producing parts from sheet metal. Presses are broadly classified, according to the type of frame used in their construction, into two main groups: gap-frame presses and straight-side presses. The article describes the various components of mechanical presses and hydraulic presses. It discusses important factors, such as the size, force, energy, and speed requirements, that influence the selection of a press. The article describes the roles of automatic handling equipment that can be categorized as feeding equipment, unloading equipment, and transfer equipment. It concludes with information on the common types of high-production presses, such as dieing machines, multiple-slide machines, transfer presses, fine blanking presses, and flexible-die forming presses.

This article discusses the composition, properties and applications of bearing steels. It focuses on the typical wear modes that rolling-element bearings experience: contact fatigue wear, abrasive wear, adhesive wear, and corrosive wear. The article provides information on reliability factor and ABMA and ISO environmental factors.

This article provides a brief introduction to lubrication as a method to reduce friction between two surfaces. It discusses the surface characteristics of parts and explores how lubrication helps separate two contacting surfaces and thereby decreases the coefficient of friction. The article details the classifications of lubrication regimes, namely, boundary, mixed, hydrodynamic, and elastohydrodynamic lubrications. It discusses the various types of lubricant materials and additives, including liquid lubricants, solid lubricants, gaseous lubricants, greases, green lubricants, and nanomaterials. The article also reviews the properties of lubricants. It describes the tribological evaluation of lubricants, including stribeck test, four-ball test, block-on-ring test, pin-in-vee test, and reciprocating motion test.

This article describes the significance of the three variables that affect the resistance spot welding process: welding current, electrode force, and welding time. It presents the effects of weld spacing and surface preparation on weld quality. The article elaborates the typical sequence of steps for determining the satisfactory conditions for spot welding and the mechanical aspects that affect this process. It considers the effects of process variables on the weld lobe. The article reviews surface preparation, part fit-up, electrode drives, weld parameters, and tests associated with seam welding. It concludes with a discussion on the welding equipment and other factors associated with resistance spot and seam welding.

The horsepower requirements to cut various metal alloys provide an indication of the relative ease and cost of machining, but several other important factors include cutting tool material, chip formation, cutting fluids, cutting tool wear, surface roughness, and surface integrity. This article reviews these general machining factors as well as specific cutting tool and cutting parameters for the six basic chip-forming processes of turning, shaping, milling, drilling, sawing, and broaching. Best practices for each of the six chip-forming processes are suggested for optimized machining of aluminum alloys. The article lists the inherent disadvantages of machining processes that involve compression/shear chip formation. It discusses the machining of aluminum metal-matrix composites and nontraditional machining of aluminum, such as abrasive jet, waterjet, electrodischarge, plasma arc, electrochemical, and chemical machining.

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.

This article begins with a discussion on the classification of aluminum alloys and the selection of alloy and temper based on machinability. It provides an overview of cutting force and power, tool design and material, and general machining conditions. In addition, the article discusses distortion and dimensional variation and machining problems during the machining of high-silicon aluminum alloy. It also provides information on tool design and material, speed and feed, and the cutting fluid used for various machining processes, namely, turning, boring, planing and shaping, broaching, reaming, tapping, milling, sawing, grinding, honing, and lapping. The article concludes with a discussion on drilling operations in automatic bar and chucking machines and drill presses.

This article focuses on environmental and application factors in solid friction. It covers the tribology of contact between a soft and hard material, including mechanisms and testing. The article describes the tribology of contact between a metal and tool during metalworking processes. It also discusses the tribology of metal friction at elevated temperatures.