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This chapter describes some of the most effective tools for investigating boiler tube failures, including scanning electron microscopy, optical emission spectroscopy, atomic absorption spectroscopy, x-ray fluorescence spectroscopy, x-ray diffraction, and x-ray photoelectron spectroscopy. It explains how the tools work and what they reveal. It also covers the topic of image analysis and its application in the measurement of grain size, phase/volume fraction, delta ferrite and retained austenite, inclusion rating, depth of carburization/decarburization, scale thickness, pearlite banding, microhardness, and hardness profiles. The chapter concludes with a brief discussion on the effect of scaling and deposition and how to measure it.

This chapter discusses the effects of hot working on the structure and properties of steel. It explains how working steels at high temperatures promotes diffusion, which helps close cavities and pores, and how it changes the shape and distribution of segregates, offsetting their effect. It describes the effect of hot working on nonmetallic inclusions and the many properties influenced by them. It discusses the recrystallization mechanism by which hot working produces microstructural changes and explains how to control it by adjusting temperature, degree of reduction, and cooling rates. It describes special cases of segregation, including banding and why it occurs, and the application of closed die forging. The chapter also presents several examples of hot working defects, including forging laps, cracks, and overheated or burned steel.

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.

The toughness of a material is its ability to absorb energy in the form of plastic deformation without fracturing. It is thus a measure of both strength and ductility. This chapter describes the fracture and toughness characteristics of metals and their effect on component lifetime and failure. It begins with a review of the ductile-to-brittle transition behavior of steel and the different ways to measure transition temperature. It then explains how to predict fracture loads using linear-elastic fracture mechanics and how toughness is affected by temperature and strain rate as well as grain size, inclusion content, and impurities. It also presents the theory and use of elastic-plastic fracture mechanics and discusses the causes, effects, and control of temper embrittlement in various types of steel.

Engineering metals undergo many transformations in the course of production, none more critical than those that occur during solidification. This chapter discusses the process of solidification and its effects on the structure and properties of cast metals. It describes the relationship between cooling rate, grain size, grain shape, and phase structures. It explains how the transition from liquid to solid state creates the conditions under which microsegregation occurs, and how it impacts the distribution of alloying elements, carbides, and inclusions. The link between solidification and porosity is also discussed along with its detrimental effect on the mechanical properties of metal castings.

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.

Inclusions and chemical segregation are factors in many process-induced failures involving steel parts. Inclusions are nonmetallic compounds introduced during production; segregation is a type of chemical partitioning that occurs during solidification. This chapter discusses the origins of segregation and inclusions and their effect on the mechanical properties and microstructure of steel. It explains how to identify various types of inclusions and characteristic segregation patterns, such as banding. It also describes the effect of hot work processing on solidification structure and the chemical variations produced by interdendritic segregation.

Porosity in aluminum is caused by the precipitation of hydrogen from liquid solution or by shrinkage during solidification, and more usually by a combination of these effects. Nonmetallic inclusions entrained before solidification influence porosity formation and mechanical properties. This chapter describes the causes and control of porosity and inclusions in aluminum castings as well as the combined effects of hydrogen, shrinkage, and inclusions on the properties of aluminum alloys. In addition, it discusses the applications of radiography to reveal internal discontinuities in aluminum.

This chapter explores the behavior of stainless steel in media that promote corrosion. The forms of corrosion covered are uniform corrosion, atmospheric corrosion, localized corrosion, pitting corrosion, crevice corrosion, and grain boundary corrosion. The chapter discusses the influence of material and environmental variables on stress-corrosion cracking (SCC) and the mechanisms proposed for SCC in stainless steel, comparing the mechanism of SCC with hydrogen embrittlement. In addition, it provides information on biocorrosion and microbiologically induced corrosion in ambient aqueous environments.

This chapter is a study of the microstructure of case-hardened steels. It explains what can be learned by examining grain size, microcracking, nonmetallic inclusions, and the effects of microsegregation. It identifies information-rich features, describing their ideal characteristics, the likely cause of variations observed, and their effect on mechanical properties and behaviors. The discussions throughout the chapter are aided by the use of images, diagrams, data plots, and tables.

This chapter describes cast steel features that may be identified or attributed to component failure during heat treatment or subsequent processing or service, namely porosity (generated by the presence of gas as well as by shrinkage pores), decarburization, cold joint, and inclusions.

This chapter provides an overview of the tools and techniques used to examine failure specimens and the wealth of information that can be obtained from fracture surfaces, cracks, wear patterns, and other such features. It discusses the use of metallography, fractography, and optical and electron microscopy. It presents a number of images recorded using these methods and explains what they reveal about the mode of fracture and the state of the component prior to failure.

This appendix provides detailed information on design deficiencies, material and manufacturing defects, and service-life anomalies. It covers ingot-related defects, forging and sheet forming imperfections, casting defects, heat treating defects, and weld discontinuities. It shows how application life is affected by the severity of service conditions and discusses the consequences of using inappropriate materials.

This chapter addresses the basic concepts important to understanding corrosion of metals. It begins with an overview of the three types of behaviors that a metal exhibits when immersed in an environment and of the four requirements of a corrosion cell. The chapter then covers the important characteristics of metals with respect to corrosion, namely the metallurgical characteristics, the inherent tendency to corrode, and the tendency to form insoluble corrosion products. The important characteristics of aqueous solutions with respect to corrosion are then addressed. The characteristics include: conductivity of the solution, acidity and alkalinity, oxidizing power, degree of ionization, and solubility in the solution. These characteristics, in combination with the characteristics of the metal, will determine the corrosion behavior of a metal/environment combination. The chapter concludes with a section on the determination of corrosion rates and corrosion rate allowances.

This chapter provides an overview of the fundamental material- and process-related parameters of quenching on residual stress, distortion control, and cracking. It begins with a description of phase transformations during heating and quenching of steel. This is followed by a section on the effects of materials and quench process design on distortion of steel during heat treating. Details on stress raisers and their role in quench cracking are then presented. The chapter ends with various selected case histories of failures attributed to the quenching process.

This chapter focuses on the metallurgical factors governing the machinability of stainless steels. It begins by describing the chemistry, cleanliness, structure, processing history, and the cross-section size of the stock of the different grades of stainless steel. This is followed by a general description of the machining behavior of the stainless steel families, namely ferritic, martensitic, austenitic, precipitation hardening, duplex, and super stainless steels. The beneficial effect of controlled inclusions is then discussed. The chapter ends with a section providing information on high-speed tool steel and carbide tooling, along with tool coatings and coolants applicable to stainless steel.

The manufacture of all aluminum wrought products begins with an ingot or a continuous strip solidified from the liquid state. During molten metal processing (MMP), aluminum undergoes a series of operations that are described in this chapter including melting and alloying, recycling, molten metal treatment, control of inclusions, ingot grain refinement, and direct chill (DC) or continuous casting.

This chapter discusses the effects of metallurgical factors on the corrosion resistance of magnesium alloys. The factors are chemical composition, heat treating, grain size, and cold-work effects. The chapter describes the causes of corrosion failures in magnesium alloys, namely heavy-metal contamination, blast residues, flux inclusions, and galvanic attack.

Metallurgy, as discussed in this chapter, focuses on phases normally encountered in stainless steels and their characteristics. This chapter describes the thermodynamics and the three basic phases of stainless steels: ferrite, austenite, and martensite. Formation of the principal intermetallic phases is also covered. In addition, the chapter provides information on carbides, nitrides, precipitation hardening, and inclusions.

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.