Malleable iron has unique properties that justify its application in the metal working industry. This chapter discusses the advantages, limitations, and mechanical properties of malleable iron; provides a description of the malleabilization process; and presents manufacturing guidelines for malleable iron castings.

The conversion of feedstock into a shape involves the application of heat and pressure, and possibly solvents. This chapter discusses the operating principle, advantages, limitations, and applications of such shaping processes, namely additive manufacturing, cold isostatic pressing, die compaction, extrusion, injection molding, slip casting, slurry processes, and tape casting. Information on equipment setup, requirements, and the various factors influencing these processes are described. In addition, the chapter provides information on novel approaches and processing costs applicable to these shaping processes.

This chapter discusses the engineering significance of steel and briefly describes its chemical composition, crystal structure, Fe-C phases, and associated characterization techniques.

This chapter describes the basic steps in the steelmaking process. It explains how iron is reduced from ore in the liquid state through the classic blast furnace process and in the solid state by direct reduction. It discusses the conversion of iron to steel and the technological advancements that led from open hearth steelmaking to basic oxygen processes and ultimately the electric arc furnace (EAF). It describes the versatility, efficiency, and scalability of the EAF process and its impact on recycling and sustainability. It explains how EAF refining and deoxidation practices have changed over time, and describes secondary refining processes such as degassing, homogenization, rinsing, and remelting.

This chapter discusses the context in which metallography is used and some of the challenges of analyzing three-dimensional structures from a two-dimensional perspective. It describes the hierarchical nature of metals, the formation of grain boundaries, and the notable characteristics of microstructure. It explains how microstructure can be represented qualitatively by points, lines, surfaces, and volumes associated to a large extent with grain contact, and how qualitative features (including grains) can be quantified based on cross-sectional area, volume fraction, density, distribution, and other such metrics.

This chapter discusses the practices and procedures used to reveal and record macrostructural features such as hardening depth, weld thickness, crack size, porosity, hot folds, and machining and tooling marks. It provides information on sectioning, sample location, orientation, surface grinding, and etching. It describes macrographic etchants and the features they reveal along with common etching problems and how to avoid them. It explains how to evaluate etching results and how they can be improved using remedial processes such as light grinding. It also discusses photographic reproduction, lighting, and image enhancement techniques.

This chapter explains how to prepare material samples for optical microscopy, the most common method for characterizing the microstructure of cast iron and steel. It provides information on sectioning, mounting, polishing, etching, and recording. It describes the nature of surface roughness, the factors that contribute to it, and its effect on image quality. It discusses the use of fixturing and holding devices, includes photographic examples of polishing defects and drying marks, and provides an overview of micrographic etchants and the features they reveal. It also describes the steps involved in replicating part surfaces.

This chapter discusses the use of electron microscopy in metallographic analysis. It explains how electrons interact with metals and how these interactions can be harnessed to produce two- and three-dimensional images of metal surfaces and generate crystallographic and compositional data as well. It discusses the basic design and operating principles of scanning electron microscopes, transmission electron microscopes, and scanning transmission electron microscopes and how they are typically used. It describes the additional information contained in backscattered electrons and emitted x-rays and the methods used to access it, namely wavelength and energy dispersive spectroscopy and electron backscattering diffraction techniques. It also describes the role of focused ion beam milling in sample preparation and provides information on atom probes, atomic force microscopes, and laser scanning microscopes.

This chapter describes the phases and constituents present in iron-carbon steels in near-equilibrium conditions. It explains how to use phase diagrams to predict and manage the development of ferrite, austenite, cementite, and pearlite through controlled cooling. It discusses the transformations, grain structure, and properties associated with each phase and identifies the primary stabilizing elements. It includes several micrographs revealing various microstructural features and describes the processing route by which they were achieved. It explains how to estimate the volume fraction of iron-carbon phases in equilibrium and how to determine the amount of each phase that must be present to reach a desired composition. The chapter also discusses the phases associated with hypo- and hyper-eutectoid steels and presents more than a dozen micrographs, identifying important structural features along with cooling conditions and sample preparation procedures.

Many of the structural characteristics of steel products are a result of changes that occur during solidification, particularly volume contractions and solute redistribution. This chapter discusses the solidification process and how it affects the quality and behaviors of steel. It explains how steel shrinks as it solidifies, causing issues such as pipe and voids, and how differences in the solubility of solid and liquid steel lead to compositional heterogeneities or segregation. It describes the dendritic nature of solidification, peritectic and eutectic reactions, microporosity, macro- and microsegregation, and hot cracking, as well as the effects of solidification and remelting on castings, ingots, and continuous cast products. It explains how to determine where defects originate in continuous casters and how to control alumina, sulfide, and nitride inclusions.

Heat treatment is the most common way of altering the mechanical, physical, and even chemical properties of steels. This chapter describes the changes that occur in carbon and low-alloy steels during conventional heat treatments. It explains how austenite decomposition largely defines the final microstructure, and how the associated phase transformations are driven by nucleation and growth processes. It describes diffusionless and diffusive growth mechanisms and provides detailed information on the properties, structure, and behaviors of the transformation products produced, namely martensite and bainite. It also discusses the formation of austenite, the control and measurement of austenitic grain size, the characteristics of ferritic microstructures, and the methods used to classify ferrite morphology.

This chapter provides a practical understanding of heat treatments and how to employ them to optimize the properties and structures of cast irons and steels. It discusses annealing, normalizing, quenching, tempering, patenting, carburizing, nitriding, carbonitriding, and nitrocarburizing. It describes the primary objectives of each treatment along with processing sequences, process parameters, and related phase transformations. The chapter contains more than 100 images, including time-temperature diagrams, transformation curves, data plots, and detailed micro- and macrographs. It also discusses the concepts of hardenability, critical diameter, quench severity, and Jominy testing.

This chapter discusses the effects of hot working on the structure and properties of steel. It explains how working steels at high temperatures promotes diffusion, which helps close cavities and pores, and how it changes the shape and distribution of segregates, offsetting their effect. It describes the effect of hot working on nonmetallic inclusions and the many properties influenced by them. It discusses the recrystallization mechanism by which hot working produces microstructural changes and explains how to control it by adjusting temperature, degree of reduction, and cooling rates. It describes special cases of segregation, including banding and why it occurs, and the application of closed die forging. The chapter also presents several examples of hot working defects, including forging laps, cracks, and overheated or burned steel.

With cold work, mechanical strength (measured either by yield strength or ultimate tensile strength) increases and ductility (measured by elongation, reduction of area, or fracture toughness) normally decreases. This chapter discusses the mechanisms that produce these changes and the factors that influence them. It explains how cold working increases dislocation density and how that affects the stress-strain characteristics of steel, particularly the onset of deformation. It describes the effects of deformation on ferrite, austenite, cementite, and pearlite, and how to optimize their microstructure for various applications through controlled deformation. It also provides information on subcritical annealing, the examination and control of texture, the use of optical microscopy to monitor the effects of recrystallization, and the effect of cold working on threaded fasteners, nails, and filaments used to manufacture cords.

This chapter discusses the properties and behaviors of advanced high-strength steels used in the automotive industry, including dual- and complex-phase steels, transformation-induced plasticity steels, ferritic-bainitic steels, and quenched and partitioned steels. It explains how different manufacturing processes, including coating, affect the grain size, microstructure, and formability of these important steels.

This chapter discusses the properties and compositions of steels used in pressure vessels, piping, boilers, rebar, and other structural applications. It covers fine-grained steels, quenched and tempered steels, and controlled rolled (thermomechanical treatment) steels. It also compares and contrasts steels used for concrete reinforcement and in various types of pressure vessels, and presents a metallographic study of the effects of welding on the micro and macrostructure of steel.

This chapter examines the microstructure of special bar quality (or engineering) steels and how it is influenced by carbon content, tempering temperature, and prior austenitic grain size. It explains how some of the changes are difficult to detect and require special etching and/or measurement techniques. It provides information on many types of engineering steel, including medium and high-carbon steels used in rail applications. It also examines the effect of nickel-phosphorus coatings on stainless steel and phosphate coatings used to reduce friction during thread rolling and other such procedures.

Steels with chromium contents above 12% show high resistance to oxidation and corrosion and are generally designated as stainless steels. This chapter discusses the compositions, microstructures, heat treatments, and properties of martensitic, ferritic, austenitic, ferritic-austenitic (duplex), and precipitation hardening stainless steels. It also describes solidification sequences and explains how chromium carbides may segregate to grain boundaries at certain temperatures, making grain boundary regions susceptible to intercrystalline or intergranular corrosion.

This chapter discusses the effect of composition and cooling rate on the microstructure and properties of cast irons and explains how they differ from steel. It describes the conditions under which white, gray, mottled (chilled), and nodular (ductile) cast irons are produced, and examines the growth mechanisms and structural details that set them apart. It also discusses the formation of compacted (vermicular) graphite and malleable iron, and compares and contrasts the composition, properties, and heat treatment of whiteheart and blackheart malleable types.

This chapter provides guidelines for conducting metallographic evaluations and offers suggestions on how to effectively report the results. It explains how the approach depends on the objective of the evaluation, which is usually to measure a structural feature, test a hypothesis, or investigate structure-related effects. The chapter addresses each case, tailoring its guidelines and suggestions accordingly.