This chapter covers the emerging practice of quantitative microscopy and its application in the study of the microstructure of metals. It describes the methods used to quantify structural gradients, volume fraction, grain size and distribution, and other features of interest. It provides examples showing how the various features appear, how they are measured, and how the resulting data are converted into usable form. The chapter also discusses the quantification of fracture morphology and its correlation with material properties and behaviors.

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 appendix explains how to identify crystallographic planes and directions. It shows how Miller indices, a system for specifying crystallographic planes within a unit cell, are determined for cubic and hexagonal systems. It also explains how x-ray diffraction techniques are used in the study of crystalline structures.

This appendix provides a detailed overview of the crystal structure of metals. It describes primary bonding mechanisms, space lattices and crystal systems, unit cell parameters, slip systems, and crystallographic planes and directions as well as plastic deformation mechanisms, crystalline imperfections, and the formation of surface or planar defects. It also discusses the use of X-ray diffraction for determining crystal structure.

Alloying, heat treating, and work hardening are widely used to control material properties, and though they take different approaches, they all focus on imperfections of one type or other. This chapter provides readers with essential background on these material imperfections and their relevance in design and manufacturing. It begins with a review of compositional impurities, the physical arrangement of atoms in solid solution, and the factors that determine maximum solubility. It then describes different types of structural imperfections, including point, line, and planar defects, and how they respond to applied stresses and strains. The chapter makes extensive use of graphics to illustrate crystal lattice structures and related concepts such as vacancies and interstitial sites, ion migration, volume expansion, antisite defects, edge and screw dislocations, slip planes, twinning planes, and dislocation passage through precipitates. It also points out important structure-property correlations.

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.

This appendix is a compilation of tables helpful to metallographers in characterizing irons and steels. The tables include AISI/SAE designations and specific composition ranges for various steels and irons, listings of companies that sell metallographic equipment and supplies, and compositions and usage guidance for etchants, chemical polishing solutions, and coatings.

Sheet metal forming operations consist of a large family of processes, ranging from simple bending to stamping and deep drawing of complex shapes. Because sheet forming operations are so diverse in type, extent, and rate, no single test provides an accurate indication of the formability of a material in all situations. However, as discussed in this chapter, the uniaxial tensile test is one of the most widely used tests for determining sheet metal formability. This chapter describes the effect of material properties and temperature on sheet metal formability. Information on the types of formability tests is also provided. The chapter discusses the processes involved in uniaxial and plane-strain tensile testing. Examples include the uniaxial tensile test and the plane-strain tensile test which are subsequently described.

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.

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

This appendix is a compilation of terms and definitions related to light microscopy of carbon steels.

This chapter provides a detailed discussion on the Brownian motion, diffusion coefficient , and Fick's diffusion laws. It presents a review of solid phase diffusion and discusses the mechanism of diffusion and diffusion coefficient.

The tensile test provides a relatively easy, inexpensive technique for developing mechanical property data for the selection, qualification, and utilization of metals and alloys in engineering service. The tensile test requires interpretation, and interpretation requires a knowledge of the factors that influence the test results. This chapter provides a metallurgical perspective for such interpretation. The topics covered include elastic behavior, anelasticity, damping, proportional limit, yield point, ultimate strength, toughness, ductility, strain hardening, and yielding and the onset of plasticity. The chapter describes the effects of grain size on yielding, effect of cold work on hardness and strength, and effects of temperature and strain-rate on the properties of metals and alloys. It provides information on true stress-strain relationships and special tests developed to measure the effects of test/specimen conditions. Finally, the chapter covers the characterization of tensile fractures of ductile metals and alloys.

This chapter provides readers with worked solutions to more than 25 problems related to compositional impurities and structural defects. The problems deal with important issues and challenges such as the design of low-density steels, the causes and effects of distortion in different crystal structures, the ability to predict the movement of dislocations, the influence of impurities on defects, the relationship between gain size and material properties, the identification of specific types of defects, the selection of compatible metals for vacuum environments, and the effect of twinning planes on stacking sequences. The chapter also includes problems on how the formation of precipitates can produce slip planes and how grain boundaries can act as obstacles to dislocation motion.

Tensile tests are performed for several reasons related to materials development, comparison, selection, and quality control. The properties derived from tensile tests are used in selecting materials for engineering applications. Tensile properties often are used to predict or estimate the behavior of a material under forms of loading other than uniaxial tension. This chapter provides a brief overview of tensile specimens and test machines, stress-strain curves, true stress and strain, and test methodology and data analysis.