This article provides an overview of the relationships between torque, angle-of-turn, tension, and friction and explains how they are measured and evaluated. It focuses on the principle, test equipment, procedure, evaluation, and test report of various testing methods, namely, friction coefficient testing, torque tension testing, locknut testing, and angular ductility and rotational capacity tests. The article reviews the basic methods and fundamental principles for mechanical testing of externally and internally threaded fasteners and bolted joints. The test methods for externally threaded fasteners include product hardness, proof load, axial and wedge tension testing of full-sized products, tension testing of machined test specimens, and total extension at fracture testing. Product hardness, proof load, and cone proof-load test are the test methods for internally threaded fasteners. The article concludes with a description of torque-angle signature analysis and the specification of measurement accuracy for torque and clamp force.

This article provides the general mechanical testing guidelines for the characterization of lamina and laminate properties. Guidelines are provided for tensile property, compressive property, shear property, flexure property, fracture toughness, and fatigue property test methods. The article also tabulates selected standards for lamina and laminate mechanical testing.

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.

Stress-corrosion cracking (SCC) occurs under service conditions, which can result, often without any prior warning, in catastrophic failure. Hydrogen embrittlement is distinguished from stress-corrosion cracking generally by the interactions of the specimens with applied currents. To determine the susceptibility of alloys to SCC and hydrogen embrittlement, several types of testing are available. This article describes the constant extension testing, constant load testing, constant strain-rate testing for smooth specimens and precracked or notched specimens of SCC. It provides information on the cantilever beam test, wedge-opening load test, contoured double-cantilever beam test, three-point and four-point bend tests, rising step-load test, disk-pressure test, slow strain-rate tensile test, and potentiostatic slow strain-rate tensile test for hydrogen embrittlement.

This article provides information on the classification, microstructure, castability and section sensitivity of gray iron. It describes properties of the test bar and provides a short note on fatigue limit in reversed bending. Although the ASTM size B test bar is the bar most commonly used for all gray irons from classes 20 to 60, ASTM A 48 provides a series of bar sizes, and the user can select the bar sizes that best approximates the cooling rate in the critical section of the casting.

THE TENSION TEST is one of the most commonly used tests for evaluating materials. The material characteristics obtained from tension tests are used for quality control in production, for ranking performance of structural materials, for evaluation of alloys, and for dealing with the static-strength requirements of design. This article describes the stress-strain behavior during a tension test and provides the definition of terms such as stress, force, strain, and elongation. It explains the tensile properties obtained from the test results: the tensile strength and yield strength, which includes offset yield strength, extension-under-load yield strength, and upper yield strength. The article concludes with a description of the general procedures for conducting the tension test based on ASTM standards and the variability of tensile properties.

This article begins with a discussion on the classification of hydrogen embrittlement and likely sources of hydrogen and stress. The article describes several hydrogen embrittlement test methods, including cantilever beam tests, wedge-opening load tests, contoured double-cantilever beam tests, rising step-load tests, and slow strain rate tensile tests. It also describes the interpretation of test results and how to control hydrogen embrittlement during production.

The article provides an overview of the various types of testing machines: gear-driven or screw-driven machines and servohydraulic machines. It examines force application systems, force measurement, and strain measurement. The article discusses important instrument considerations and describes gripping techniques of test specimens. It analyzes test diagnostics and reviews the use of computers for gathering and reducing data. Emphasis is placed on universal testing machines with separate discussions of equipment factors for tensile testing and compressing testing. The influence of the machine stiffness on the test results is also described, along with a general assessment of test accuracy, precision, and repeatability of modern equipment.

This article discusses the bulk formability or workability of steels. It describes their formability characteristics and presents procedures for various formability tests used for carbon and alloy steels. Tests for bulk formability can be divided into two main categories: primary tests and specialized tests. The article compares the processing of microalloyed plate and bar products. The article focuses on the use of torsion testing to evaluate the forgeability of carbon and alloy steels and presents information on measuring flow stress. The article discusses the metallurgy and thermomechanical processing of high-strength low-alloy (microalloyed) steels and the various parts of the rolling operation. The article summarizes some of the common tests for determining formability in open-die and closed-die forgings.

This article focuses on the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. It informs that workability depends on the local conditions of stress, strain, strain rate, and temperature in combination with material factors. The article discusses the common testing techniques and process variables for workability prediction. It illustrates the simple and most widely used fracture criterion proposed by Cockcroft and Latham and provides a workability analysis using the fracture limit line. The article describes various workability tests, such as the tension test, ring compression test, plane-strain compression test, bend test, indentation test, and forgeability test. It concludes with information on the role of the finite-element modeling software used in workability analysis.

This article describes the incubation, nucleation, and propagation of stress-corrosion cracking and how to evaluate it using standard tests. It discusses constant-strain, constant-load, bending, and uniaxial tension testing and how they compare when evaluating smooth and precracked test specimens under elastic-strain, plastic-strain, and residual-stress conditions. The article provides guidance on specimen selection and preparation, strain rate, and test equipment. It also examines service and laboratory test environments and provides detailed information on how to test various steels and alloys and how to interpret test results.

This article introduces the concepts of linear-elastic fracture mechanics (LEFM) and elastic-plastic fracture mechanics (EPFM). It reviews the fracture mechanics of ceramics and ceramic matrix composites (CMCs). The article describes some fracture toughness measurement techniques used on ceramics and CMCs: single edge notch bending, compact tension, double cantilever beam testing, chevron notch methods, and double torsion. It presents descriptions organized by their specimen types, and includes the advantages and disadvantages, as well as the experimental control schemes employed for each specimen type.

Compression tests are used for subscale testing and characterizing the mechanical behavior of anisotropic materials. This article discusses the characteristics of deformation during axial compression testing, including deformation modes, compressive properties, and compression-test deformation mechanics. It describes the procedures for the use of compression testing for the measurement of the deformation and fracture properties of materials. The article provides a detailed discussion on the technique involved in determining the stress-strain behavior of metallic materials based on the ASTM E 9, "Compression Testing of Metallic Materials at Room Temperature." It also reviews the factors that influence the generation of test data for tests conducted in accordance with the ASTM E 9 and the capabilities of conventional universal testing machines for compression testing.

An important activity in metalworking facilities is the testing of raw materials for characteristics that ensure the integrity and quality of the products made. This article reviews the common material parameters that can have a direct or indirect influence on workability and product quality. These include strength, ductility, hardness, strain-hardening exponent, strain-rate effects, temperature effects, and hydrostatic pressure effects. The article also reviews the material behavior characteristics typically determined by mechanical testing methods. It discusses various mechanical testing methods, including the tension test, plane-strain tension test, compression test, plane-strain compression test, partial-width indentation test, and torsion test. Aspects of testing particularly relevant to workability and quality control for metalworking processes are also described. Finally, the article details the various factors influencing workability in bulk deformation processes and formability in sheet-metal forming.

Fracture toughness is an empirical material property that is determined by one or more of a number of standard fracture toughness test methods. This article describes the fracture toughness test methods in a chronological outline, beginning with the methods that use the linear-elastic parameter. After this, the methods that use the nonlinear parameters are discussed. The article reviews some of the work in progress to update the standard test methods, namely, common fracture toughness test method and transition fracture toughness test method. Finally, an overview of fracture toughness testing for ceramic and polymer materials is provided.

This article provides the definitions of stress and strain, and describes the relationship between stress and strain by stress-strain curves and true-stress/true-strain curves. The emphasis is on understanding the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. The article reviews the process variables that influence the degree of workability and summarizes the mathematical relationships that describe the occurrence of room-temperature ductile fracture under workability conditions. It discusses the most common situations encountered in multiaxial stress states. The construction of a processing map based on deformation mechanisms is also discussed.

This article begins with a review of the purposes of mechanical characterization tests and the general considerations related to the mechanical properties of anisotropic systems, specimen fabrication, equipment and fixturing, environmental conditioning, and analysis of test results. It provides information on the specimen preparation, instrumentation, and procedures for various mechanical test methods of fiber-reinforced composites. These include the compression test, flexure test, shear test, open hole tension test, and compression after impact test. The article describes three distinct fracture modes, namely, crack opening mode, shearing mode, and tearing mode. It presents an overview of fatigue testing and fatigue damage mechanisms of composite materials and reviews the types of mechanical measurements that can be made during the course of testing to assess fatigue damage. The article concludes with a discussion on the split-Hopkinson pressure bar test.