Fracture surfaces are fragile and subject to mechanical and environmental damage that can destroy microstructural features. This article discusses the importance of care and handling of fractures and the factors that need to be considered during the preliminary visual examination. It describes the procedures for sectioning a fracture and opening secondary cracks as well as the effect of nondestructive inspection on subsequent evaluation. The article provides information on the most common techniques for cleaning fracture surfaces. These techniques are dry air blast cleaning, replica stripping, organic-solvent cleaning, water-base detergent cleaning, cathodic cleaning, and chemical-etch cleaning.

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.

Examination of a damaged component involves a chain of activities that, first and foremost, requires good observation and documentation. Following receipt and documentation, the features of damage can be recorded and their cause(s) investigated, as this article briefly describes, for typical types of damage experienced for metallic components. This article discusses the processes involved in visual or macroscopic examination of damaged material; the interpretation of fracture features, corrosion, and wear damage features; and the analysis of base material composition. It covers the processes involved in the selection of metallurgical samples, the preparation and examination of metallographic specimens in failure analysis, and the analysis and interpretation of microstructures. Examination and evaluation of polymers and ceramic materials in failure analysis are also briefly discussed.

The application of transmission electron microscope to the study of fracture surfaces and related phenomena has made it possible to obtain magnifications and depths of field much greater than those possible with light (optical) microscopes. This article reviews the methods for preparing single-stage, double-stage, and extraction replicas of fracture surfaces. It discusses the types of artifacts and their effects on these replicas, and provides information on shadowing of replicas. The article concludes with a comparison of the transmission electron and scanning electron fractographs with illustrations.

The purpose of fractography is to analyze fracture features and attempt to relate the topography of the fracture surface to the causes and/or basic mechanisms of fracture. This article reviews the historical development of fractography, from the early studies of fracture appearance dating back to the sixteenth century to the state-of-the-art work in electron fractography and quantitative fractography. It also describes the applications and limitations of scanning electron microscope and transmission electron microscope.

This article is a detailed account of the principles of electron-excited X-ray microanalysis. It begins by discussing the physical basis of electron-excited X-ray microanalysis and the advantages and limitations of energy dispersive spectrometry (EDS) and wavelength dispersive spectrometry for electron probe microanalysis. Key concepts for performing qualitative analysis and quantitative analysis by electron-excited X-ray spectrometry are then presented. Several sources that lead to measurement uncertainties in the k-ratio/matrix corrections protocol are provided, along with the significance of the raw analytical total. Sections on accuracy of the standards-based k-ratio/matrix corrections protocol with EDS and processes of analysis when severe peak overlap occurs are also included. The article provides information on low-atomic-number elements, iterative qualitative-quantitative analysis for complex compositions, and significance of standardless analysis in the EDS software. It ends with a section on the processes involved in elemental mapping for major and minor constituents.

The Atlas of Fractographs contains more than 1,300 fractographs, corresponding to 30 materials, including common grades of iron and steel, nonferrous metals and alloys, composites, and polymers. This article serves as the table of contents, describing how the information in the Atlas is organized and how the fractographs are laid out. It also provides a summary of the various causes or modes of fracture, including cleavage, dimple rupture, fatigue fracture, and decohesion.

Wear is mechanically-induced surface damage that results in the progressive removal of material. Because different types of wear occur in machinery, many different types of wear tests have been developed to evaluate its effects on materials and surface treatments. This article provides an explanation on mechanisms, forms (sliding, impact, and rolling) and the causes of wear. It describes the wear measuring methods, including the mass loss method, wear width method, and scar depth method. The units used to report wear vary with type of wear and with the purpose for which the data are to be used. Listing the considerations of tribosystem analysis, the article provides information on selection of ASTM wear test methods grouped by wear type. The article concludes by tabulating the testing geometries and parameters that are commonly controlled and reported when conducting wear tests.

This article presents examples of the visual fracture examination that illustrate the procedure as it applies to failure analysis and quality determination. It describes the techniques and procedures for the visual and light microscopic examination of fracture surfaces with illustrations. The article also describes microscopic and macroscopic features of the different fracture mechanisms with illustrations with emphasis on visual and light microscopy examination. The types of fractures considered include ductile fractures, tensile-test fractures, brittle fractures, fatigue fractures, and high-temperature fractures.

This article discusses the equipment design, procedures, experimental considerations, and interpretation of the torsion tests used to establish workability. It describes the application of torsion testing to obtain flow-stress data and to gage fracture-controlled workability and flow-localization-controlled failure. The article discusses the torsion test used to establish the processing parameters that are required to produce the desired microstructures.

Failure analysis is a process of acquiring specified information regarding the appropriateness of the design of a part, the competence with which the various steps of its manufacture have been performed, any abuse suffered by it in packing and transportation, or the severity of service under which failure has occurred. Beginning with a discussion of the various stages of failure analysis of glass and ceramic materials, this article focuses on descriptive and quantitative fracture surface analysis techniques that are used in the examination of glass and surfaces created by fracture and the interpretation of the fracture markings seen on these surfaces. Details are provided for the procedures for locating fracture origins, determining direction of crack propagation, learning the sequence of crack propagation, deducing the stress state at the time of fracture, and observing interactions between crack fronts and inclusions, etc. A separate fractography terminology is provided in this article.

This article provides detailed information on the instrumentation and principles of the scanning electron microscope (SEM). It begins with a description of the primary components of a conventional SEM instrument. This is followed by a discussion on the advantages and disadvantages of the SEM compared with other common microscopy and microanalysis techniques. The following sections cover the critical issues regarding sample preparation, the physical principles regarding electron beam-sample interaction, and the mechanisms for many types of image contrast. The article also presents the details of SEM-based techniques and specialized SEM instruments. It ends with example applications of various SEM modes.

Workability in forging depends on a variety of material, process-variable, and die-design features. A number of test techniques have been developed for gaging forgeability depending on alloy type, microstructure, die geometry, and process variables. This article summarizes some common workability tests and illustrates their application in practical forging situations. Workability tests for open-die forging of cast structures, hot and cold open-die forging of recrystallized structures, fracture-controlled defect formation, establishing effects of process variables and secondary tensile stresses on forgeability, and flow-localization-controlled failure are some common tests. The workability test used for closed-die forging is also summarized.

Environmental and worker health regulations have increased the costs associated with cadmium coating application and cadmium-beating waste disposal, thus creating economic incentives for industrial users to seek cadmium plating replacements. This article presents a cadmium replacement identification matrix that includes information on the specifications, corrosion control performance, environment-assisted cracking, coating lubricity, environmental and worker health regulations, and cost and performance factors for various replacement processes.

This article provides a detailed discussion on the most commonly employed tests and specific examples of the use of these tests in evaluating the corrosion resistance of powder metallurgy (P/M) stainless steels. It describes the influence of various processing parameters on the corrosion resistance of P/M stainless steels. The approaches used to improve the corrosion resistance of sintered stainless steels are discussed briefly. The article also presents a discussion on the manufacturing and corrosion characteristics of P/M superalloys.

Material properties are the link between the basic structure and composition of the material and the service performance of a part or component. This article describes the most significant properties that must be considered when choosing a metal for a given application, namely physical properties (mass characteristics and thermal, electrical, magnetic, radiation, and optical properties), chemical properties (corrosion and oxidation resistance) and mechanical properties (tensile and yield strength, elongation, toughness, hardness, creep, and fatigue). The article also contains tables that list room-temperature physical properties, vapor pressures, and mechanical properties for various metals.

The primary goal of failure analysis is to prevent the recurrence of product failures. This article discusses the sequence of activities in failure analysis and offers insight on how to gather background information, examine and assess damage, and identify the cause of the problem. It also explains where to look for evidence and how to collect samples for various types of testing. In addition, the article provides an introduction to fracture mechanics and explains how to predict and avoid fractures, including fatigue fracture, through testing and computational techniques.

The principal types of elevated-temperature mechanical failure are creep and stress rupture, stress relaxation, low- and high-cycle fatigue, thermal fatigue, tension overload, and combinations of these, as modified by environment. This article briefly reviews the applied aspects of creep-related failures, where the mechanical strength of a material becomes limited by creep rather than by its elastic limit. The majority of information provided is applicable to metallic materials, and only general information regarding creep-related failures of polymeric materials is given. The article also reviews various factors related to creep behavior and associated failures of materials used in high-temperature applications. The complex effects of creep-fatigue interaction, microstructural changes during classical creep, and nondestructive creep damage assessment of metallic materials are also discussed. The article describes the fracture characteristics of stress rupture. Information on various metallurgical instabilities is also provided. The article presents a description of thermal-fatigue cracks, as distinguished from creep-rupture cracks.

This article describes testing and characterization methods of ceramics for chemical analysis, phase analysis, microstructural analysis, macroscopic property characterization, strength and proof testing, thermophysical property testing, and nondestructive evaluation techniques. Chemical analysis is carried out by X-ray fluorescence spectrometry, atomic absorption spectrophotometry, and plasma-emission spectrophotometry. Phase analysis is done by X-ray diffraction, spectroscopic methods, thermal analysis, and quantitative analysis. Techniques used for microstructural analysis include reflected light microscopy using polarized light, scanning electron microscopy, transmission electron microscopy, energy dispersive analysis of X-rays, and wavelength dispersive analysis of X-rays. Macroscopic property characterization involves measurement of porosity, density, and surface area. The article describes testing methods such as room and high-temperature strength test methods, proof testing, fracture toughness measurement, and hardness and wear testing. It also explains methods for determining thermal expansion, thermal conductivity, heat capacity, and emissivity of ceramics and glass and measurement of these properties as a function of temperature.