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.

Mechanical treatments such as grinding and shot peening are often employed in the production of case-carburized parts. Grinding, besides restoring precision, removes carbide films, internal oxidation, and high-temperature transformation products. Shot peening strengthens component surfaces and induces a stress state that increases fatigue resistance. This chapter describes both processes as well as roller burnishing. It explains how these treatments are applied and how they influence the microstructure, properties, and behaviors of case-hardened components. It also addresses process challenges, particularly in regard to grinding.

This chapter covers the practical aspects of machining, particularly for turning, milling, drilling, and grinding operations. It begins with a discussion on machinability and its impact on quality and cost. It then describes the dimensional and surface finish tolerances that can be achieved through conventional machining methods, the mechanics of chip formation, the factors that affect tool wear, the selection and use of cutting fluids, and the determination of machining parameters based on force and power requirements. It also includes information on nontraditional machining processes such as electrical discharge, abrasive jet, and hydrodynamic machining, laser and electron beam machining, ultrasonic impact grinding, and electrical discharge wire cutting.

Rough grinding and polishing of mounted specimens are required to prepare the composite sample for optical analysis. This chapter describes these techniques for preparing composite materials. First, it provides information on grinding and polishing equipment and describes the processes and process variables for sample preparation. Then, the chapter discusses the processes of abrasive sizing for grinding and rough polishing. Next, it provides a summary of grinding methods, rough polishing, and final polishing. Finally, information on common polishing artifacts that can result from any of the steps is provided.

Molybdenum thermal spray coatings are used in aerospace and other industries for wear resistance applications. Metallographic sample preparation of molybdenum coatings presents unique challenges. The purpose of the investigation described in this article is to determine Accepted Practices for sample preparation to better understand the process related microstructures of thermal spray molybdenum powders. The committee followed a round robin approach to assess metallographic sample preparation by a variety of laboratories. The article summarizes the results of the committee’s work.

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.

The qualities that make superalloys excellent engineering materials also make them difficult to machine. This chapter discusses the challenges involved in machining superalloys and the factors that determine machinability. It addresses material removal rates, cutting tool materials, tool life, and practical issues such as set up time, tool changes, and production scheduling. It describes several machining processes, including turning, boring, planing, trepanning, shaping, broaching, drilling, tapping, thread milling, and grinding. It also provides information on toolholders, fixturing, cutting and grinding fluids, and tooling modifications.

This article presents best practices for the metallographic preparation of specimens produced via thermal spray coating methods. It outlines typical metallographic preparation process flow, highlighting important considerations for obtaining a clear and representative specimen suitable for characterization via examination techniques, such as optical or electron microscopy. The process flow includes preliminary resin infiltration, sectioning, mounting, grinding, and polishing. To aid in the identification and resolution of common issues during subsequent specimen analysis, the article presents common issues, along with causes and mitigation strategies. It describes the processes involved in the interpretation of the thermal spray coating microstructure.

This chapter reviews the causes and cases associated with the problems originated by tempering of steels. To provide background on this phenomenon, a brief description of the martensite reactions and the steel heat treatment of tempering is given to review the different stages of microstructural transformation. A section describing the types of embrittlement from tempering, along with mechanical tests for the determination of temper embrittlement (TE), is presented. Various factors involved in the interaction of the TE phenomenon with hydrogen embrittlement and liquid-metal embrittlement are also provided. The cases covered are grinding cracks on steel cam shaft and transgranular and intergranular crack path in commercial steels.

This chapter presents an overview of some of the major causes of tool and die failures. The chapter describes fracture and fracture toughness of tool steels, and the influence of factors such as steel quality and primary processing, mechanical design, heat treatment, grinding and finishing, and distortion and dimensional change.

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.

Cross-sectioning is a technique used for process development and reverse engineering. This article introduces novice analysts to the methods of cross-sectioning semiconductor devices and provides a refresher for the more experienced analysts. Topics covered include encapsulated (potted) device sectioning techniques, non-encapsulated device techniques, utilization of the focused ion beam (FIB) making a cross-section and/or enhancing a physically polished one. Delineation methods for revealing structures are also discussed. These can be chemical etchants, chemo-mechanical polishing, and ion milling, either in the FIB or in a dedicated ion mill.

This chapter is a detailed account of the general characteristics and effects of and the methods for preventing or reducing different categories of wear failures, namely abrasive (erosive, grinding, and gouging), adhesive, and fretting wear.

This chapter begins with a brief review of the different types of surface treatments and coatings used in industry and their effect on properties and performance. It then discusses the importance of corrosion and wear treatments and the consequences of failing to properly implement them in critical industries such as mining, energy production, transportation, and mineral and chemical processing. The chapter also describes basic approaches to dealing with corrosion and wear in steel.

This chapter instructs the metallographer on the basic skills required to prepare a polished metallographic specimen. It is organized in a chronological sequence starting with the information-gathering process on the material being investigated, then moving on to sectioning, mounting, grinding, and polishing processes, and ending with methods used to properly store metallographic specimens. The discussion covers the preparation procedures, the materials being investigated, and equipment used to perform these procedures.

This chapter focuses on the failure aspects of tool steels. The discussion covers the classification, chemical composition, main characteristics, and several failures of tool steels and their relation to heat treatment. The tool steels covered are hot work, cold work, plastic mold, and high-speed tool steels.

This chapter provides the definitions of fundamental wear mechanisms. The chapter describes the properties and applications of materials used for wear resistance. It discusses the processes involved in screening tests for wear resistance. In addition, the practical application of wear-resistant principles is covered.