This chapter instructs the metallographer on the basic skills required to prepare a polished metallographic specimen. It is organized in a chronological sequence starting with the information-gathering process on the material being investigated, then moving on to sectioning, mounting, grinding, and polishing processes, and ending with methods used to properly store metallographic specimens. The discussion covers the preparation procedures, the materials being investigated, and equipment used to perform these procedures.

This chapter covers the practical aspects of machining, particularly for turning, milling, drilling, and grinding operations. It begins with a discussion on machinability and its impact on quality and cost. It then describes the dimensional and surface finish tolerances that can be achieved through conventional machining methods, the mechanics of chip formation, the factors that affect tool wear, the selection and use of cutting fluids, and the determination of machining parameters based on force and power requirements. It also includes information on nontraditional machining processes such as electrical discharge, abrasive jet, and hydrodynamic machining, laser and electron beam machining, ultrasonic impact grinding, and electrical discharge wire cutting.

Specimen preparation is the first step that determines the quality of the microstructural information that can be obtained using optical microscopy. This chapter describes the sample preparation methods that are applicable to most types of composite materials containing short discontinuous or continuous fibers. The sample preparation methods cover documentation and labeling of samples, sectioning the composite, clamp-mounting composite samples, mounting composite samples in casting resins, and the addition of contrast dyes to casting resins. Information on the molds used for mounting composite materials is provided. The steps recommended to achieve a good mounted specimen without voids or specimen pull-out are also described. The chapter discusses the processes for clamping mounted composite samples in automated polishing heads and mounting composite materials for hand polishing. A summary of the mounting technique is also included.

This chapter discusses the advantages and disadvantages of metal matrix composites and the methods used to produce them. It begins with a review of the composition and properties of aluminum matrix composites. It then describes discontinuous composite processing methods, including stir and slurry casting, liquid metal infiltration, spray deposition, powder metallurgy, extrusion, hot rolling, and forging. The chapter also provides information on continuous-fiber aluminum and titanium composites as well as particle-reinforced titanium and fiber metal (glass aluminum) laminates.

This chapter covers the friction and wear behaviors of carbon, alloy, and tool steels. It begins a review of commercially available shapes and forms. It then describes the metallurgy and microstructure of various designations and grades of each type of steel and explains how it affects their performance in adhesive and abrasive wear applications and in environments where they are subjected to solid particle, droplet, slurry, and cavitation erosion and fretting damage.

This chapter discusses the processes and procedures involved in tribotesting, the significance of test parameters and conditions, and practical considerations including test metrics and measurements and the interpretation of wear damage. It also describes the different types of erosion tests in use and common approaches for adhesive wear and abrasion testing.

This chapter begins with a review of some of the terms used in the gear industry to describe the design of gears and gear geometries. It then discusses the types of gears that operate on parallel shafts, intersecting shafts, and nonparallel and nonintersecting shafts. Next, the processes involved in the selection of gear are discussed, followed by information on the basic stresses applied to a gear tooth, the strength of a gear tooth, and the most widely used gear materials. Further, the chapter briefly reviews gear manufacturing methods and the heat treating processing steps including prehardening processes, through hardening, and case hardening processes.

This chapter discusses the basic principles of friction and the factors that must be considered when determining its effect on moving bodies in contact. It provides an extensive amount of friction data, including static and kinetic friction coefficients for numerous combinations of engineering materials and coatings. It also describes the causes and effects of the most common forms of wear, the conditions under which they occur, the role of lubrication, and wear testing methods.

In contrast to most plastic deformation processes, the shape of a machined component is not uniquely defined by the tooling. Instead, it is affected by complex interactions between tool geometry, material properties, and frictional stresses and is further complicated by tool wear. This chapter covers the mechanics and tribology of metal cutting processes. It discusses the factors that influence chip formation, including tool and process geometry, cutting forces and speeds, temperature, and stress distribution. It reviews the causes and effects of tool wear and explains how to predict and extend the life of cutting tools based on the material of construction, the use of cutting fluids, and the means of lubrication. It presents various methods for evaluating workpiece materials, chip formation, wear, and surface finish in cutting processes such as turning, milling, and drilling. It also discusses the mechanics and tribology of surface grinding and other forms of abrasive machining.

Metal-matrix composites can operate at higher temperatures than their base metal counterparts and, unlike polymer-matrix composites, are nonflammable, do not outgas in a vacuum, and resist attack by solvents and fuels. They can also be tailored to provide greater strength and stiffness, among other properties, in preferred directions and locations. This chapter discusses the processes and procedures used in the production of fiber-reinforced aluminum and titanium metal-matrix composites. It explains how the length and orientation of reinforcing fibers affect the properties and processing characteristics of both aluminum and titanium composites. It also provides information on fiber-metal laminates and the use of different matrix metals and reinforcing materials.

This chapter covers basic machining and assembly operations, with an emphasis on hole preparation for mechanical fasteners. It describes manual, power feed, and automated drilling techniques as well as reaming and countersinking. It discusses various types of fasteners, including rivets, pins, and bolts, along with selection factors and special considerations for composite joints. It also includes information on interference-fit and blind fasteners as well as trimming operations, general assembly considerations, and sealing and painting procedures.

This chapter describes the applications with the greatest impact on titanium consumption and global market trends. It explains where, how, and why titanium alloys are used in aerospace, automotive, chemical processing, medical, and military applications as well as power generating equipment, sporting goods, oil and gas production, and marine vessels.

Polymer-matrix composites are among the lightest structural materials in use today. They are also highly resistant to corrosion and fatigue and their load-carrying capabilities, such as strength and stiffness, can be tailored for specific applications. This chapter discusses the primary advantages and disadvantages of polymer-matrix composites, how they are produced, and how they perform in different applications. It describes the construction of laminates, the fibers and resins used, and the methods by which they are combined. It explains how strength, modulus, toughness, and high-temperature and corrosion behaviors are determined by the orientation, shape, and spacing of fibers, the number of plies, resin properties, and consolidation and forming methods. The chapter also covers secondary fabrication processes, such as thermoforming, machining, and joining, as well as production equipment and product forms, and include guidelines for optimizing tradeoffs when selecting fibers, resins, and production techniques.

The nonferrous alloys described in this chapter include aluminum and aluminum alloys, copper and copper alloys, titanium and titanium alloys, zirconium and zirconium alloys, and tantalum and tantalum alloys. Some of the factors that affect the corrosion performance of welded nonferrous assemblies include galvanic effects, crevices, assembly stresses in products susceptible to stress-corrosion cracking, and hydrogen pickup and subsequent cracking. The emphasis is placed on the compositions, general welding considerations, and corrosion behavior of these alloys.

This chapter elucidates the indispensable role of characterization in the development of cold-sprayed coatings and illustrates some of the common processes used during coatings development. Emphasis is placed on the advanced microstructural characterization techniques that are used in high-pressure cold spray coating characterization, including residual-stress characterization. The chapter includes some preliminary screening of tool hardness and bond adhesion strength, as well as a distinction between surface and bulk characterization techniques and their importance for cold spray coatings. The techniques covered are optical microscopy, X-Ray diffraction, scanning electron microscopy, focused ion beam machining, electron probe microanalysis, transmission electron microscopy, and electron backscattered diffraction. The techniques also include electron channeling contrast imaging, X-Ray photoelectron spectroscopy, X-ray fluorescence, Auger electron spectroscopy, Raman spectroscopy, oxygen analysis, and nanoindentation.