This chapter discusses the practices and procedures used to reveal and record macrostructural features such as hardening depth, weld thickness, crack size, porosity, hot folds, and machining and tooling marks. It provides information on sectioning, sample location, orientation, surface grinding, and etching. It describes macrographic etchants and the features they reveal along with common etching problems and how to avoid them. It explains how to evaluate etching results and how they can be improved using remedial processes such as light grinding. It also discusses photographic reproduction, lighting, and image enhancement techniques.

During cyclic spin tests, the turbine disc in an aircraft engine broke apart with a loud noise, followed by a fire. Based on a detailed examination and the results of SEM fractography and hardness measurements, failure analysts concluded that a locking plate became dislodged due to the shearing of the screws that hold it in place. They also provided recommendations to remediate the problem.

This chapter describes several macroscopic examination techniques, including macroetching, contact printing, fracturing, and lead exudation. It explains how each method is implemented, why it is used, and what it reveals about manufacturing processes, defects, imperfections, and failure mechanisms.

This chapter provides guidelines for conducting metallographic evaluations and offers suggestions on how to effectively report the results. It explains how the approach depends on the objective of the evaluation, which is usually to measure a structural feature, test a hypothesis, or investigate structure-related effects. The chapter addresses each case, tailoring its guidelines and suggestions accordingly.

Visual inspection is the most important method of inspection of materials. This chapter describes the procedures involved in visual inspection such as identification markings, identification of defects caused by heating problems, scaling of materials, cracking characterization, and measurement of material dimensions. It discusses the mechanisms, advantages, limitations, components, and applications of various visual inspection tools, namely magnifying devices, lighting for visual inspection, measuring devices, miscellaneous measuring equipment, record-keeping devices, and macroetching.

This chapter provides an overview of the various inspection methods used with metals and alloys, namely visual inspection, coordinate measuring machines, machine vision, hardness testing, tensile testing, chemical analysis, metallography, and nondestructive testing. The nondestructive testing methods discussed are liquid penetrant inspection, magnetic particle inspection, eddy current inspection, radiographic inspection, and ultrasonic testing.

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 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 chapter describes various aspects of the billet making process and how they affect the quality of aluminum extrusions. It begins with an overview of the direct-chill continuous casting technique and its advantages over other methods, particularly for hard aluminum alloys. It then discusses the influence of casting variables, including pouring temperature and cooling rate, and operating considerations such as the make-up of charge materials, fluxing and degassing procedures, and grain refining. The chapter also provides information on vertical and horizontal casting systems, billet homogenization, and the cause of casting defects, including cracking and splitting, segregation, porosity, and grain growth.

This chapter discusses the properties and compositions of steels used in pressure vessels, piping, boilers, rebar, and other structural applications. It covers fine-grained steels, quenched and tempered steels, and controlled rolled (thermomechanical treatment) steels. It also compares and contrasts steels used for concrete reinforcement and in various types of pressure vessels, and presents a metallographic study of the effects of welding on the micro and macrostructure of steel.

This chapter describes the basic steps in the production of titanium ingots and their subsequent conversion to standards product forms. It explains how titanium ore is reduced to a spongy residue, then granularized, compacted, and melted (along with alloying additions) to form an ingot, which may be remelted several times to achieve the necessary properties. It also discusses the cause of defects and ingot imperfections and the benefits of billet reduction and grain-refinement processes.

This chapter describes some of the more typical manufacturing practices, along with their benefits and limitations. The manufacturing practices covered include primary melting, electroslag remelting, rolling, hot and cold drawing, and continuous casting. The chapter discusses the advance and application of powder metallurgy. A few of the more recently introduced processes that hold considerable promise for producing tool steels or finished tools at a lower cost or with improved quality also are reviewed.

This chapter first introduces the various factors that may alter the physical and mechanical properties of aluminum castings that are addressed in the other chapters in the book. Then, it presents the historical development of aluminum castings, followed by a discussion on the advantages and limitations of aluminum castings. Next, the chapter describes the major trends that are influencing the increased use of aluminum castings. Finally, it introduces the considerations involved in the selection of an appropriate aluminum alloy and casting process for a given application.

This chapter introduces many of the key concepts on which metallurgy is based. It begins with an overview of the atomic nature of matter and the forces that link atoms together in crystal lattice structures. It discusses the types of imperfections (or defects) that occur in the crystal structure of metals and their role in mechanical deformation, annealing, precipitation, and diffusion. It describes the concept of solid solutions and the effect of temperature on solubility and phase transformations. The chapter also discusses the formation of solidification structures, the use of equilibrium phase diagrams, the role of enthalpy and Gibb’s free energy in chemical reactions, and a method for determining phase compositions along the solidus and liquidus lines.

Joining comprises a large number of processes used to assemble individual parts into a larger, more complex component or assembly. The selection of an appropriate design to join parts is based on several considerations related to both the product and the joining process. Many product design departments now improve the ease with which products are assembled by using design for assembly (DFA) techniques, which seek to ensure ease of assembly by developing designs that are easy to assemble. This chapter discusses the general guidelines for DFA and concurrent engineering rules before examining the various joining processes, namely fusion welding, solid-state welding, brazing, soldering, mechanical fastening, and adhesive bonding. In addition, it provides information on several design considerations related to the joining process and selection of the appropriate process for joining.

Titanium alloys respond well to heat treatment be it to increase strength (age hardening), reduce residual stresses, or minimize tradeoffs in ductility, machinability, and dimensional and structural stability (annealing). This chapter describes the phase transformations associated with these processes, explaining how and why they occur and how they are typically controlled. It makes extensive use of phase diagrams and cooling curves to illustrate the effects of alloying and quenching on beta-to-alpha transformations and the conditions that produce metastable phases. It also examines several time-temperature-transformation diagrams, which account for the effect of cooling rate.

In forgings of both ferrous and nonferrous metals, the flaws that most often occur are caused by conditions that exist in the ingot, by subsequent hot working of the ingot or the billet, and by hot or cold working during forging. The inspection methods most commonly used to detect these flaws include visual, magnetic particle, liquid penetrant, ultrasonic, eddy current, and radiographic inspection. This chapter provides a detailed discussion on the characteristics, process steps, applications, advantages, and limitations of these methods. It also describes the flaws caused by the forging operation and the principal factors that influence the selection of a nondestructive inspection method for forgings.

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.