This appendix is a collection of tables listing examples of published hardness conversion equations, approximate Rockwell B and C hardness conversion numbers for nonaustenitic steels, and equivalent hardness numbers for Brinell hardness numbers and Vickers (diamond pyramid) hardness numbers for steel.

Hardness tests provide valuable information about the quality of materials and how they are likely to perform in different types of service. This chapter covers some of the most widely used hardness testing methods, including Vickers, Rockwell, and Brinell tests, Shore scleroscope and Equotip hardness tests, and microindentation tests. It describes the equipment and procedures used, discusses the factors that influence accuracy, and provides hardness conversion equations for different types of materials. It also explains how hardness testing sheds light on anisotropy, machinability, wear, fracture toughness, and tensile strength as well as temperature effects, residual stress, and quality control.

In dynamic hardness tests, the test force is applied to the defined indenter in an accelerated way (with a high application rate). Dynamic test methods relate hardness to the elastic response of a material, whereas the classical static indentation tests determine hardness in terms of plastic behavior. This chapter describes the most important and widespread dynamic hardness testing methods. These tests fall into two categories: methods in which the deformation is measured and methods in which the energy is measured. Methods that measure deformation include the Poldi hammer method, the shearing force method, the Baumann hammer method, and the Dynatest method. Methods that measure energy include the Shore method, the Leeb method, and the Nitronic method. The chapter concludes with a discussion of applications of dynamic hardness testing.

This chapter discusses the characteristics, advantages, and disadvantages of nondestructive hardness testing methods for metals, including electromagnetic impulse testing, photothermal testing, scratch hardness testing, and ultrasonic contact impedance testing. It also discusses the use of ultrasound to determine the depth of hardening in a metal or alloy. The chapter reviews methods used to check and calibrate hardness testing machines and indenters and the use of hardness reference blocks for verification and calibration of test machines. It also addresses conversion of hardness values determined by one method to equivalent values for a different method.

This chapter introduces the basic concepts of mechanical design and its general relation with the properties derived from tensile testing. It begins with a description of the basic objective of product design. Next, a simple tie bar is used to illustrate the application of mechanical property data to material selection and design and to highlight the general implications for mechanical testing. Material subjected to the basic stress conditions is considered to establish design approaches and mechanical test methods, first in static loading and then in dynamic loading and aggressive environments. The chapter then briefly describes design criteria for some basic property combinations such as strength, weight, and costs as well as stiffness in tension. Additionally, it describes the processes involved in mechanical testing for stress at failure and elastic modulus. Finally, the chapter examines the correlation between hardness and strength.

This chapter explains how metallography and hardness testing are used to evaluate the quality and condition of metal products. It also discusses the use of tensile testing, fracture toughness and impact testing, fatigue testing, and nondestructive test methods including ultrasonic, x-ray, and eddy current testing.

This chapter discusses the history of hardness testing and defines the term hardness. It describes the interrelationship between material structure and hardness and the relationships between hardness and other mechanical material properties. In addition, information on the hardness unit and traceability of the hardness measurement are provided.

This chapter covers coatings and treatments that are used to improve the friction and wear behaviors of materials. It describes modifications that work by hardening contacting surfaces, including heat treating, vacuum coating, thermal spray, and plating, and those that separate or lubricate surfaces, including solid film, chemical conversion, and vacuum coatings, surface oiling and texturing, and lubricating platings. It compares and contrasts methods based on thickness and depth and their relative effect on friction, erosion, and wear.

This chapter discusses the types of failures that can occur in sheet metal forming tools and explains how to mitigate their effects. It describes the factors that influence galling and wear and the benefits of special treatments and coatings. It provides information on through hardening, case (surface) hardening, and nitriding as well as hard chrome plating, vapor deposition, and thermal diffusion coating. It explains how to measure wear resistance using various tests and provides guidelines for selecting tool materials, treatments, and coatings.

This chapter describes the procedures, characteristics, and applications for static hardness test methods. It addresses test methods that are state of the art, commonly used, or that may find increased use due to certain advantages. The methods addressed are Rockwell hardness testing (ISO 6508 and ASTM E 18), Vickers hardness testing (ISO 6507, ASTM E92, and ASTM E384), Brinell hardness testing (ISO 6506 and ASTM E10), and Knoop hardness testing (ISO 4545 and ASTM E284). The chapter also discusses the advantages and disadvantages of these test methods.

The detailed heating requirements for specific applications must be considered before construction and implementation of any induction heating process. These requirements may include considerations such as type of heating, throughput and heating time, workpiece material, peak temperature, and so forth. The major applications of induction technology include through heating, surface heating (for surface heat treatment), metal melting, welding, brazing, and soldering. This chapter summarizes the selection of equipment and related design considerations for these applications.

This chapter presents the theory and practice associated with the application of thin films. The first half of the chapter describes physical deposition processes in which functional coatings are deposited on component surfaces using mechanical, electromechanical, or thermodynamic techniques. Physical vapor deposition (PVD) techniques include sputtering, e-beam evaporation, arc-PVD, and ion plating and are best suited for elements and compounds with moderate melting points or when a high-purity film is required. The remainder of the chapter covers chemical vapor deposition (CVD) processes, including atomic layer deposition, plasma-enhanced and plasma-assisted CVD, and various forms of vapor-phase epitaxy, which are commonly used for compound films or when deposit purity is less critical. A brief application overview is also presented.

Instrumented indentation hardness testing significantly expands on the capabilities of traditional hardness testing. It employs high-resolution instrumentation to continuously control and monitor the loads and displacements of an indenter as it is driven into and withdrawn from a material. The scope of application comprises displacements even smaller than 200 nm (nano range) and forces even up to 30 kN . Mechanical properties are derived from the indentation load-displacement data obtained in simple tests. The chapter presents the elements of contact mechanics that are important for the application of the instrumented indentation test. The test method according to the international standard (ISO 14577) is discussed, and this information is supplemented by information about the testing technique and some example applications. The chapter concludes with a discussion on the extensions of the standard that are expected in the future (estimation of the measurement uncertainty and procedures for the determination of true stress-strain curves).

Fracture mechanics is a well-developed quantitative approach to the study of failures. This chapter discusses fracture toughness and fracture mechanics, linear-elastic fracture mechanics, and modes of loading. The discussion also covers plane strain and stress and crack growth kinetics. The chapter presents a case history that illustrates the use of fracture mechanics in failure analysis. An appendix provides a more detailed discussion of fracture mechanics concepts.

This chapter addresses the issue of retained austenite in quenched carburized steels. It explains why retained austenite can be expected at the surface of case-hardened components, how to estimate the amount that will be present, and how to effectively stabilize or otherwise control it. It presents detailed images and data plots showing how retained austenite appears and how it influences hardness, tensile properties, residual stresses, fatigue and fracture behaviors, and wear resistance.

This chapter is a detailed account of heat treating techniques for cast irons (gray and ductile), providing the reader with a basic understanding of the differences among various types of cast irons and the concept of carbon equivalent. The types of heat treatments discussed are stress relieving, annealing, normalizing, surface hardening, quenching, martempering, austempering, and flame and induction hardening.

This chapter discusses the process of cold forging and its effect on various materials. It describes billet preparation and lubrication procedures, cold upsetting techniques, and the use of slab analysis for estimating cold forging loads. It likewise describes extrusion processes, explaining how to estimate friction and flow stress and predict extrusion loads and energy requirements. The chapter also discusses the tooling used in cold forging, the parameters affecting tool life, and the relative advantages of warm forging.

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.