This appendix provides supplemental information on the metallurgical aspects of atomic structure, the use of dislocation theory, heat treatment processes and procedures, important engineering materials and strengthening mechanisms, and the nature of elastic, plastic, and creep strain components. It also provides information on mechanical property and fatigue testing, the use of hysteresis energy to analyze fatigue, a procedure for inverting equations to solve for dependent variables, and a method for dealing with the statistical nature of failure.

This chapter covers the early studies and various discoveries by metals researchers to study the internal structure of metals. The topics covered include light microscopy, phase diagrams, X-ray diffraction, principles of precipitation hardening, and dislocation theory.

This chapter focuses on the processes and mechanisms involved in fatigue. It begins with a review of some of the early theories of fatigue and the tools subsequently used to obtain a better understanding of the fatigue process. It then explains how plasticity plays a major role in creating dislocations, breaking up grains into subgrains, and causing microscopic imperfections to coalesce into larger flaws. It also discusses the factors that contribute to the development and propagation of fatigue cracks, including surface deterioration, volumetric and environmental effects, foreign particles, and stresses generated by rolling contact.

This chapter familiarizes readers with the mechanisms involved in creep and how they are related to fatigue behavior. It explains that what we observe as creep deformation is the gradual displacement of atoms in the direction of an applied stress aided by diffusion, dislocation movement, and grain boundary sliding. It describes these mechanisms in qualitative terms, explaining how they are driven by thermal energy and how they can be analyzed using creep curves and deformation maps. In addition, it examines the types of damage associated with creep, presents a number of creep strain and strain rate equations, explains how to determine creep constants, and reviews the findings of several studies on cyclic loading. It also discusses the development of a novel test that measures the cyclic creep-rupture resistance of materials in tension and compression.

This chapter describes the iron-carbon phase diagram, its modification by alloying elements, and the effect of carbon on the chemistry and crystallography of austenite, ferrite, and cementite found in Fe-C alloys and steels. It also lays the groundwork for understanding important metallurgical concepts, including solubility, critical temperature, dislocation defects, slip, and diffusion, and how they affect the microstructure, properties, and behaviors of steel.

This chapter gives a brief overview of the role of fatigue in component failures. It presents examples of fatigue failures along with statistics on the causes and costs of fatigue damage in various industries. It also includes a chapter-by-chapter summary of the content in the book, noting that the book deals primarily with fatigue at temperatures below the creep range with high-temperature fatigue being treated in a companion publication.

Deformation within a crystal lattice is governed principally by the presence of dislocations, which are two-dimensional defects in the lattice structure. Slip from shear stress is the most common deformation mechanism within crystalline lattices of metallic materials, although deformation of crystal lattices can also occur by other processes such as twinning and, in special circumstances, by the migration of vacant lattice sites. This appendix describes the notation used to specify lattice planes and directions and discusses the mechanisms of slip and twinning as well as the effect of stacking faults.

The formation of martensite is characterized by its athermal transformation kinetics, crystallographic features, and development of fine structure. This chapter describes the diffusionless, shear-type transformation of austenite to martensite and how it affects the morphology and microstructure of heat-treatable carbon steels. It also provides information on lath and plate martensite and how they differ in structure and deformation properties.

This chapter discusses the stress-strain response of ferritic microstructures and its influence on tensile deformation, strain hardening, and ductile fracture of carbon steels. It describes the ductile-to-brittle transition that occurs in bcc ferrite, the effects of aging and grain size on strength and toughness, continuous and discontinuous yielding behaviors, and dispersion and solid-solution strengthening processes.

When a metal is alloyed with another metal, either substitutional or interstitial solid solutions are usually formed. This chapter discusses the general characteristics of these solutions and the effects of several alloying elements on the yield strength of pure metals. It presents four rules that give a qualitative estimate of the ability of two metals to form substitutional solid solutions: relative size factor, chemical affinity factor, relative valency factor, and lattice type factor. The chapter provides information on alloys that form an ordered structure during heating. It describes the intermediate phases that are formed during solidification between the two extremes of substitutional solid solution on the one hand and intermetallic compound on the other. The chapter concludes with a section on strain aging in low-carbon steels that allows the interstitial atoms to diffuse to the dislocations and again form atmospheres that pin dislocation movement.

The mechanical properties of a material describe the relations between the stresses acting on the material and its resulting deformations. Stresses capable of producing permanent deformations, which remain after the stresses are removed, are considered in this chapter. The effects of cryogenic temperatures on the mechanical properties of metals and alloys are reviewed in this chapter; the effects on polymers and glasses are discussed briefly. The fundamental mechanisms controlling temperature-dependent mechanical behavior, phenomena encountered in low-temperature testing, and the mechanical properties of some representative engineering metals and alloys are described. Modifications of test procedures for low temperatures and sources of data are also included.

Steels with martensitic and tempered martensitic microstructures, though sometimes perceived as brittle, exhibit plasticity and ductile fracture behavior under certain conditions. This chapter describes the alloying and tempering conditions that produce a ductile form of martensite in low-carbon steels. It also discusses the effect of tempering temperature on the mechanical behavior and deformation properties of medium-carbon steels.

This chapter introduces many of the key concepts on which metallurgy is based. It begins with an overview of the atomic nature of matter and the forces that link atoms together in crystal lattice structures. It discusses the types of imperfections (or defects) that occur in the crystal structure of metals and their role in mechanical deformation, annealing, precipitation, and diffusion. It describes the concept of solid solutions and the effect of temperature on solubility and phase transformations. The chapter also discusses the formation of solidification structures, the use of equilibrium phase diagrams, the role of enthalpy and Gibb’s free energy in chemical reactions, and a method for determining phase compositions along the solidus and liquidus lines.

Hydrogen damage is a form of environmentally assisted failure that results most often from the combined action of hydrogen and residual or applied tensile stress. This chapter classifies the various forms of hydrogen damage, summarizes the various theories that seek to explain hydrogen damage, and reviews hydrogen degradation in specific ferrous and nonferrous alloys. The preeminent theories for hydrogen damage are based on pressure, surface adsorption, decohesion, enhanced plastic flow, hydrogen attack, and hydride formation. The specific alloys covered are iron-base, nickel, aluminum, copper, titanium, zirconium, vanadium, niobium, and tantalum alloys.

This chapter discusses the basic principles of precipitation hardening, an important strengthening mechanism in nonferrous alloys as well as stainless steel. It begins with a detailed review of the theory of precipitation hardening, then describes its application to aluminum alloys and nickel-base superalloys.

In a perfect crystalline structure, there is an orderly repetition of the lattice in every direction in space. Real crystals contain a considerable number of imperfections, or defects, that affect their physical, chemical, mechanical, and electronic properties. Defects play an important role in processes such as deformation, annealing, precipitation, diffusion, and sintering. All defects and imperfections can be conveniently classified under four main divisions: point defects, line defects, planar defects, and volume defects. This chapter provides a detailed discussion on the causes, nature, and impact of these defects in metals. It also describes the mechanisms that cause plastic deformation in metals.

This chapter explains how the presence of intermediate phases affects the melting behavior of binary alloys and the transformations that occur under different rates of cooling. It begins by examining the phase diagrams of magnesium-lead and copper-zinc, noting some of the complexities associated with intermediate phases. It then discusses the difference between ordered and disordered phases and how they are accounted for on phase diagrams. It describes how the atoms in a disordered solution may arrange themselves into an ordered array, forming a superlattice in the process of cooling, and goes on to identify the most common superlattice structures and their corresponding alloy phases. It also discusses the factors that limit the formation of superlattices along with the kinetics of spinodal decomposition and its effect on microstructure development.

This chapter discusses steel’s compositions, metallurgical phases, microstructures, and heat treatments. It then presents the structure-property relationships of steel. The chapter describes the deformation and strengthening mechanisms of steel. It also presents an overview of deformation processing and annealing.

High-strength steels are susceptible to stress-corrosion cracking (SCC) even in moist air. This chapter identifies such steels and the applications where they are typically found. It provides information on crack growth kinetics and crack propagation models in which hydrogen embrittlement is the predominant mechanism. It explains how different application variables affect SCC, including loading mode, state of stress, type of steel, temperature, electrochemical potential, heat treatment, and deformation processes. It also compares SCC characteristics in different high-strength steels and discusses the influence of composition, steelmaking practice, and application environment.

This chapter, presented in a question-and-answer format, covers many practical aspects of high-entropy alloys (HEAs). It provides clear and concise answers to more than 50 questions, imparting knowledge on alloying elements, heat treatments, diffusion mechanisms, phase formation, lattice distortion, crystal and grain structures, structure-property relationships, microstructure control, and characterization methods. It likewise explains how to calculate the effect of strengthening processes on the mechanical properties of HEAs and offers insights on how to balance strength, ductility, and density for specific applications. It also provides information on twinning behaviors, stacking faults, elastic properties, coating and film deposition methods, manufacturing challenges, and the use of computational techniques for alloy design.