Several specialized instruments are available for the metallographer to use as tools to gather key information on the characteristics of the microstructure being analyzed. These include microscopes that use electrons as a source of illumination instead of light and x-ray diffraction equipment. This chapter describes how these instruments can be used to gather important information about a microstructure. The instruments covered include image analyzers, transmission electron microscopes, scanning electron microscopes, electron probe microanalyzers, scanning transmission electron microscopes, x-ray diffractometers, microhardness testers, and hot microhardness testers. A list of other instruments that are usually located in a research laboratory or specialized testing laboratory is also provided.

This chapter provides perspective on the physical dimensions associated with the microstructure of steel and the instruments that reveal grain size, morphology, phase distributions, crystal defects, and chemical composition, from which properties and behaviors derive. The chapter also reviews the definitions and classifications used to identify and differentiate commercial steels, including the AISI/SAE and UNS designation systems.

This article covers common techniques for surface characterization, including the modern scanning electron microscopy and methods for the chemical characterization of surfaces by Auger electron spectroscopy, X-ray photoelectron spectroscopy, and time-of-flight secondary ion mass spectrometry. The principles of surface analysis and some of the applications of the technique in polymer failure studies are also provided.

This chapter examines the microstructure and properties of annealed and normalized steels containing more than 0.25% carbon. It shows, using detailed micrographs, how incrementally higher levels of carbon affect the structure and distribution of pearlite and how it intermingles with proeutectoid ferrite and cementite. It explains how ferrite and pearlite respond to deformation and how related features such as slip lines, dislocations, shear bands, and kinking can be detected as well as what they reveal. It also describes the structure of patented wires, cast steels, and sintered steels and the morphology of manganese sulfide inclusions in castings.

This chapter discusses the techniques applicable to the diagnosis of corrosion failures, including visual and microscopic examination of corroded surfaces and microstructure; chemical analysis of the metal, corrosion products, and bulk environment; nondestructive evaluation methods; corrosion testing techniques; and mechanical testing techniques. A guide to investigative techniques used in corrosion failure analysis is provided in a table, describing the advantages and limitations of each technique. The principal stages of the investigation and analysis of corrosion failures discussed in the chapter are: collection of background information and sampling; preliminary laboratory examination; detailed metallographic and fractographic examinations; chemical analysis of corrosion products and bulk materials; corrosion testing for quality control; mechanical testing for quality control; and analysis of results and report writing.

This chapter discusses the important aspects that a metallographer should understand in order to effectively reveal a microstructure. It begins by exploring etching response and how it can be a tool for revealing various microstructural features. The next part of the chapter discusses methods for revealing microstructure in the as-polished (unetched) specimen, then guidelines for selecting and using etchants when needed. The chapter discusses different types of etchants in terms of their ingredients, etching procedure, and major uses. The etchants discussed include basic etchants (nital and picral and their variations) and tint etchants for carbon and low-alloy steels and cast irons, and basic etchants for stainless steels. Finally, information is provided on different illumination methods (differential interference contrast and dark-field illumination) that can be used to highlight certain features in microstructures.

This chapter presents definitions of terms related to the metallurgy and metallographic study of irons and steels.

This chapter discusses the important role of metallography and the metallographer in predicting and understanding the properties of metals and alloys. Examples are presented of a metallographer working as part of a team in a research laboratory of a large steel company and a metallographer working alone at a small iron foundry. The three basic areas in all metallography laboratories are discussed: the specimen preparation area, the polishing/etching area, and the observation/micrography area. Important safety issues in a metallographic laboratory are also considered.

Microstructures can be altered intentionally or unintentionally. In some cases, metallographers must diagnose what may have happened to the steel or cast iron based on the microstructural details. This chapter discusses how microstructure in steels and cast irons can be intentionally altered during heat treatment, solidification, and deformation (hot and cold working). Some specific examples are then shown to illustrate what can go wrong through unintentional changes in microstructure, for example, the loss of carbon from the surface of the steel by the process known as decarburization or the buildup of brittle carbides on the grain boundaries of an austenitic stainless steel by the process known as sensitization.

This chapter describes the various features of the metallurgical microscope. Key concepts are defined such as resolving power, the virtual image, bright- and dark-field illumination, numerical aperture, focal length, image contrast, depth of field, and spherical and chromatic aberration. Metallurgical microscope features such as apochromatic objectives, hyperplane oculars, vertical illuminators, counting reticles, widefield oculars, polarization filters, field diaphragms, interferometers, and tungsten-halogen lamps are explained. The optical system, nosepiece, types of objectives (the lens assembly close to the specimen) and eyepieces, and components of the illumination system are all explained. The last part of this chapter describes special procedures involved in using and calibrating the metallurgical microscope.

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.