This chapter explains how to prepare metallographic samples for light microscopy and how to anticipate and avoid related problems. It describes standard practices and procedures for sectioning, mounting, grinding, and polishing and identifies common defects along with their causes and cures. It also provides recommendations for handling specific materials and addresses safety concerns.

Cleaning procedures serve to remove scale, tarnish films, and other contaminants that form or are otherwise deposited on the surface of titanium during processing operations such as hot working and heat treatment. This chapter explains what makes titanium susceptible to the formation of scale and how it can be removed via belt grinding, abrasive blasting, and molten salt descaling baths. It also discusses the role of acid pickling, barrel finishing, polishing, and buffing as well as the use of chemical conversion coatings and protective platings.

This chapter explains how to safely prepare beryllium alloy samples for metallographic analysis. It describes grinding, polishing, and etching procedures in detail. It also discusses the identification of major and minor constituents and the general appearance of beryllium microstructure.

This chapter provides information and data on the fatigue and fracture properties of steel, aluminum, and titanium alloys. It explains how microstructure, grain size, inclusions, and other factors affect the fracture toughness and fatigue life of these materials and the extent to which they can be optimized. It also discusses the effect of metalworking and heat treatment, the influence of loading and operating conditions, and factors such as corrosion damage that can accelerate crack growth rates.

This chapter discusses the functions of surface treatments important for stainless steel, namely the removal of oxide scale and cleaning, brightening, and coloring of the stainless surface. Details on the main methods of producing aesthetic surface finishes are also provided.

This appendix provides additional information on superalloy microstructures. It includes several micrographs showing metallographic features mentioned in the text but not illustrated elsewhere in the book. It also discusses carbide reactions that occur during heat treating and demonstrates the use of electron vacancy calculations to estimate the resistance of superalloys to the formation of topologically close-packed phases.

This chapter discusses the conditions under which carburization and metal dusting occur. It describes the chemical reactions and thermodynamic relationships that drive carburization and metal dusting attack and the factors that determine the amount of damage that metals and alloys are likely to sustain. The chapter also explains how carburization affects creep strength and fracture toughness, and how surface conditions and finish and the presence of sulfur affect metal dusting behaviors.

This chapter describes the methods and equipment applicable to metallographic studies and discusses the preparation of specimens for examination by light optical microscopy. Five major operations for preparation of metallographic specimens are discussed: sectioning, mounting, grinding, polishing, and etching. The discussion covers their basic principles, advantages, types, and applications, as well as the equipment setup. The chapter includes tables that list etchants used for microscopic examination. It also provides information on microscopic examination, microphotography, and the effects of grain size on the structural properties of the material.

This chapter discusses the factors that play a role in fatigue failures and how they affect the service life of metals and structures. It describes the stresses associated with high-cycle and low-cycle fatigue and how they differ from the loading profiles typically used to generate fatigue data. It compares the Gerber, Goodman, and Soderberg methods for predicting the effect of mean stress from bending data, describes the statistical nature of fatigue measurements, and explains how plastic strain causes cyclic hardening and softening. It discusses the work of Wohler, Basquin, and others and how it led to the development of a strain-based approach to fatigue and the use of fatigue strength and ductility coefficients. It reviews the three stages of fatigue, beginning with crack initiation followed by crack growth and final fracture. It explains how fracture mechanics can be applied to crack propagation and how stress concentrations affect fatigue life. It also discusses fatigue life improvement methods and design approaches.

The practical application of metals and alloys is guided largely by information obtained through the study of their microstructure. This chapter examines a wide range of titanium microstructures, identifying characteristic features and explaining what they reveal about processing, properties, and performance. It includes images of elongated and equiaxed structures, primary alpha, transformed beta, and metastable phases as well as spheroidal and intergranular beta, alpha case, and intermetallic compounds. It also defines important terms and provides step-by-step procedures for preparing titanium for metallographic analysis.

This chapter covers a wide range of finishing and coating operations, including cleaning, honing, polishing and buffing, and lapping. It discusses the use of rust-preventative compounds, conversion coatings, and plating metals as well as weld overlay, thermal spray, and ceramic coatings and various pack cementation and deposition processes. It also discusses the selection and use of industrial paints and paint application methods.

This chapter provides helpful guidelines for selecting a surface treatment for a given application. It identifies important design factors and applicable treatments for common design scenarios, materials, and operating conditions. It explains why heat treatments and finishing operations may be required before or after processing and how to estimate or predict coating thickness, case depth, hardness, and the likelihood of distortion. It also addresses related issues and considerations such as part handling and fixturing, surface preparation and cleaning requirements, processability, aesthetics, and the influence of design features.

This chapter discusses the tools and techniques of light microscopy and how they are used in the study of materials. It reviews the basic physics of light, the inner workings of light microscopes, and the relationship between resolution and depth of field. It explains the difference between amplitude and optical-phase features and how they are revealed using appropriate illumination methods. It compares images obtained using bright field and dark field illumination, polarized and cross-polarized light, and interference-contrast techniques. It also discusses the use of photometers, provides best practices and recommendations for photographing structures and features of interest, and describes the capabilities of hot-stage and hot-cell microscopes.

Stainless steels and nickel-base alloys are recognized for their resistance to general corrosion and other categories of corrosion. This chapter examines the effects of specific alloying elements, metallurgical structure, and mechanical conditioning on the corrosion resistance of these alloys. Some categories of corrosion covered are pitting, crevice, intergranular, stress-corrosion cracking, general, and high-temperature corrosion.

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 chapter explains how to achieve accurate, sharp delineation of the microstructure of metals using appropriate etching and contrasting techniques. It covers a variety of methods, including chemical etching, heat tinting, gas contrasting, vapor deposition, magnetic etching, ion bombardment, and dislocation etch pitting.

Amorphous alloys, because of their lack of crystallographic slip planes, are assumed to be insensitive to the selective corrosion attack that causes stress-corrosion cracking (SCC) in crystalline alloys. However, under certain conditions, melt-spun amorphous alloys have proven vulnerable to SCC due to hydrogen embrittlement. This chapter presents findings from several studies on this phenomenon, describing test conditions as well as cracking and fracture behaviors. It also discusses the effect of deformation on corrosion behavior, particularly for alloys without strongly passivating elements.

Many metallic components, such as retorts in heat treat furnaces, furnace heater tubes and coils in chemical and petrochemical plants, waterwalls and reheater tubes in boilers, and combustors and transition ducts in gas turbines, are subject to oxidation. This chapter explains how oxidation affects a wide range of engineering alloys from carbon and Cr-Mo steels to superalloys. It discusses the kinetics and thermodynamics involved in the formation of oxides and the effect of surface and bulk chemistry. It provides oxidation data for numerous alloys and intermetallics in terms of weight gain, metal loss, depth of attack, and oxidation rate. It also discusses the effect of metallurgical and environmental factors such as oxygen concentration, high-velocity combustion gas streams, chromium depletion and breakaway, component thickness, and water vapor.

This chapter discusses the compositions, mechanical properties, phase structure, stabilization, corrosion resistance, and advantages of austenitic stainless steels. Austenitic alloys are classified and reviewed in three groups: (1) lean alloys, such as 201 and 301, which are generally used when high strength or high formability is the main objective; (2) chromium nickel alloys used for high temperature oxidation resistance; and (3) chromium, molybdenum, nickel, and nitrogen alloys used for applications where corrosion resistance is the main objective.