This chapter discusses the operating mechanism, applications, advantages, and limitations of Brinell hardness testing, Rockwell hardness testing, Vickers hardness testing, Scleroscope hardness testing, and microhardness testing. In addition, the general precautions and selection criteria to be considered are described and details of equipment setup provided.

Examining and evaluating the nitrided case is generally accomplished by hardness testing and microscopic examination. This chapter discusses both characterization methods, as well as sample preparation. The chapter also discusses the processes involved in the etching of the sample after microhardness testing and provides practices that contribute to the safe preparation of specimens. Examples of nitrided case microstructures, using optical light microscopy, are also presented.

This chapter describes processes for evaluation of nitrided parts, including case depth and case hardness, and discusses the factors contributing to corrosion and distortion of parts after ferritic nitrocarburizing.

The results of certain heat treating processes must be verified for case quality and case depth by destructively sectioning a part or parts that were subjected to the process. Test coupons or test pins are often used for diffusion processes such as carburizing, carbonitriding, nitriding, and ferritic nitrocarburizing to provide an accurate heat treating process evaluation. This appendix briefly describes the advantages and selection and design considerations of test coupons. A typical example of the use of test pins for monitoring carburizing and hardening of gears is provided.

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.

This chapter discusses the general principles of measuring hardness and hardenability of steel. The discussion begins by defining hardness and exploring the history of hardness testing. This is followed by a discussion on the principles, applications, advantages, and disadvantages of commonly used hardness testing systems: the Brinell, Rockwell, Vickers, Scleroscope, and various microhardness testers that employ Vickers or Knoop indenters. The effect of carbon content on annealed steels and hardened steels is then discussed. A brief discussion on the concept of the ideal critical diameter and austenitic grain size of steels is also provided to understand how one can calculate and quantify hardenability. The processes involved in various methods for evaluating hardenability are reviewed, discussing the effect of alloying elements on hardenability.

Several specialized instruments are available for the metallographer to use as tools to gather key information on the characteristics of the microstructure being analyzed. These include microscopes that use electrons as a source of illumination instead of light and x-ray diffraction equipment. This chapter describes how these instruments can be used to gather important information about a microstructure. The instruments covered include image analyzers, transmission electron microscopes, scanning electron microscopes, electron probe microanalyzers, scanning transmission electron microscopes, x-ray diffractometers, microhardness testers, and hot microhardness testers. A list of other instruments that are usually located in a research laboratory or specialized testing laboratory is also provided.

This chapter discusses the methods and procedures used for inspecting induction-hardened parts. It provides information on hardness and case depth measurements, nondestructive testing and surface analysis, the effect of various hardening errors, and relevant test standards.

This article reviews nondestructive and destructive test methods used to characterize welds. The first process of characterization discussed involves information that may be obtained by direct visual inspection and measurement of the weld. An overview of nondestructive evaluation is included that encompasses techniques used to characterize the locations and structure of internal and surface defects, including radiography, ultrasonic testing, and liquid penetrant inspection. The next group of characterization procedures discussed is destructive tests, requiring the removal of specimens from the weld. The third component of weld characterization is the measurement of mechanical and corrosion properties. Following the discussion on the characterization procedures, the second part of this article provides examples of how two particular welds were characterized according to these procedures.

When a material is sintered and evaluated for performance, the primary focus is on mechanical properties. This chapter discusses structural properties for representative materials. Some guidelines are presented on the types of tests and how property values depend on the testing procedure. Mechanical hardness and strength tabulations are provided to document sintered properties.

This chapter discusses field, visual, physical, and metallurgical examinations of gear failures. Physical examinations reviewed include nondestructive testing, including magnetic-particle inspection, tooth characteristic studies, surface hardness testing, ultrasonic testing, nital etching, profilometer measurements, and dimensional checking. Metallurgical examinations reviewed include the cross-sectional hardness survey, macroscopic examination, carbon gradient traverse, chemical analysis, case hardness traverse [microhardness], microscopic examination, and scanning electron microscopy.

This appendix is a glossary of terms related to induction heat treating.