This chapter discusses some of the more advanced methods and procedures used in failure analysis, including in-service material sampling, in situ microstructure analysis, and a form of punch testing that can determine the fracture toughness of any material from a tiny specimen. The chapter also covers quantitative fractography, fracture surface topography analysis, and the use of oxide dating as well as fault tree and failure modes and effects analysis (FMEA) and computational techniques.

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.

This chapter discusses the tools and techniques of light microscopy and how they are used in the study of materials. It reviews the basic physics of light, the inner workings of light microscopes, and the relationship between resolution and depth of field. It explains the difference between amplitude and optical-phase features and how they are revealed using appropriate illumination methods. It compares images obtained using bright field and dark field illumination, polarized and cross-polarized light, and interference-contrast techniques. It also discusses the use of photometers, provides best practices and recommendations for photographing structures and features of interest, and describes the capabilities of hot-stage and hot-cell microscopes.

This chapter explains how to achieve accurate, sharp delineation of the microstructure of metals using appropriate etching and contrasting techniques. It covers a variety of methods, including chemical etching, heat tinting, gas contrasting, vapor deposition, magnetic etching, ion bombardment, and dislocation etch pitting.

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 chapter discusses the techniques applicable to the diagnosis of corrosion failures, including visual and microscopic examination of corroded surfaces and microstructure; chemical analysis of the metal, corrosion products, and bulk environment; nondestructive evaluation methods; corrosion testing techniques; and mechanical testing techniques. A guide to investigative techniques used in corrosion failure analysis is provided in a table, describing the advantages and limitations of each technique. The principal stages of the investigation and analysis of corrosion failures discussed in the chapter are: collection of background information and sampling; preliminary laboratory examination; detailed metallographic and fractographic examinations; chemical analysis of corrosion products and bulk materials; corrosion testing for quality control; mechanical testing for quality control; and analysis of results and report writing.

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 appendix focuses on procedures, techniques, and precautions associated with the investigation and analysis of metallurgical failures that occur in service. It describes the steps of an orderly failure analysis from collecting and examining samples to performing mechanical and nondestructive tests, preparing and examining fractographs and micrographs, determining failure mode, writing the report, and developing follow-up recommendations. It also examines the fundamental mechanisms of failure, why they occur, and how to identify them by their characteristic features.

Hydrogen damage is a form of environmentally assisted failure that results most often from the combined action of hydrogen and residual or applied tensile stress. This chapter classifies the various forms of hydrogen damage, summarizes the various theories that seek to explain hydrogen damage, and reviews hydrogen degradation in specific ferrous and nonferrous alloys. The preeminent theories for hydrogen damage are based on pressure, surface adsorption, decohesion, enhanced plastic flow, hydrogen attack, and hydride formation. The specific alloys covered are iron-base, nickel, aluminum, copper, titanium, zirconium, vanadium, niobium, and tantalum alloys.

Structural and fracture mechanics-based tools for metals are believed to be applicable to nonmetals, as long as they are homogeneous and isotropic. This chapter discusses the essential aspects of the fatigue and fracture behaviors of nonmetallic materials with an emphasis on how they compare with metals. It begins by describing the fracture characteristics of ceramics and glasses along with typical properties and subcritical crack growth mechanisms. It then discusses the properties of engineering plastics and the factors affecting crack formation and growth, fracture toughness, fatigue life, and stress rupture failures.

This chapter identifies the primary causes of service failures and discusses the types of defects from which they stem. It presents more than a dozen examples of failures attributed to such causes as design defects, material defects, and manufacturing or processing defects as well as assembly errors, abnormal operating conditions, and inadequate maintenance. It also describes the precise usage of terms such as defect, flaw, imperfection, and discontinuity.

This chapter addresses the issue of stress-corrosion cracking (SCC) in carbon and low-alloy steels. It discusses crack initiation, propagation, and fracture in aqueous chloride, hydrogen sulfide, sulfuric acid, hydroxide, ammonia, nitrate, ethanol, methanol, and hydrogen gas environments. It explains how composition and microstructure influence SCC, as do mechanical properties such as strength and fracture toughness and processes such as welding and cold work. It also discusses the role of materials selection and best practices for welding.

This chapter describes nondestructive evaluation (NDE) test methods and their relative effectiveness for diagnosing the cause of stress-corrosion cracking (SCC) service failures. It discusses procedures for analyzing various types of damage in carbon and low-alloy steels, high-strength low-alloy steels, hardenable stainless steels, austenitic stainless steels, copper-base alloys, titanium and titanium alloys, aluminum and aluminum alloys, and nickel and nickel alloys. It identifies material-environment combinations where SCC is known to occur, provides guidelines on how to characterize cracking and fracture damage, and explains what to look for during macroscopic and microscopic examinations as well as chemical and metallographic analyses. It also includes nearly a dozen case studies investigating SCC failures in various materials.

This chapter examines the phenomena of deformation and fracture in metals, providing readers with an understanding of why it occurs and how it can be prevented. It begins with a detailed review of tension and compression stress-strain curves, explaining how they are produced and what they reveal about the load-carrying characteristics of engineering materials. It then discusses the use of failure criteria and the determination of yielding and fracture limits. It goes on to describe the mechanisms and appearances of brittle and ductile fractures and stress rupture, providing detailed images, diagrams, and explanations. It discusses the various factors that influence strength and ductility, including grain size, loading rate, and temperature. It also provides information on the origin of residual stresses, the concept of toughness, and the damage mechanisms associated with creep and stress rupture, stress corrosion, and hydrogen embrittlement.

This chapter briefly outlines some of the basic aspects of failure analysis, describing some of the basic steps and major concerns in conducting a failure analysis. A brief review of failure types from fracture, distortion, wear-assisted failure, and environmentally assisted failure (corrosion) is also provided.

This chapter discusses the factors that play a role in fatigue failures and how they affect the service life of metals and structures. It describes the stresses associated with high-cycle and low-cycle fatigue and how they differ from the loading profiles typically used to generate fatigue data. It compares the Gerber, Goodman, and Soderberg methods for predicting the effect of mean stress from bending data, describes the statistical nature of fatigue measurements, and explains how plastic strain causes cyclic hardening and softening. It discusses the work of Wohler, Basquin, and others and how it led to the development of a strain-based approach to fatigue and the use of fatigue strength and ductility coefficients. It reviews the three stages of fatigue, beginning with crack initiation followed by crack growth and final fracture. It explains how fracture mechanics can be applied to crack propagation and how stress concentrations affect fatigue life. It also discusses fatigue life improvement methods and design approaches.