This chapter reviews the current technology and examines force application systems, force measurement, strain measurement, important instrument considerations, gripping of test specimens, test diagnostics, and the use of computers for gathering and reducing data. The influence of the machine stiffness on the test results is also described, along with a general assessment of test accuracy, precision, and repeatability of modern equipment. The chapter discusses various types of testing machines and their operations. Emphasis is placed on strain-sensing equipment. The chapter briefly describes load condition factors, such as strain rate, machine rigidity, and various testing modes by load control, speed control, strain control, and strain-rate control. It provides a description of environmental chambers for testing and discusses the processes involved in the force verification of universal testing machines. Specimen geometries and standard tensile tests are also described.

This chapter examines the stress-strain characteristics of metals and alloys subjected to cyclic loading and the cumulative effects of fatigue. It begins by explaining how a single load reversal can lower the yield stress of a material and how repeated reversals can cause strain hardening and softening, both of which lead to premature failure. It then discusses the stages of fatigue fracture, using detailed images to show how cracks initiate and grow and how they leave telltale marks on fracture surfaces. It goes on to describe fatigue life assessment methods and demonstrate their use on different metals and alloys. The chapter also discusses design-based approaches for preventing fatigue failures.

Users of steel castings establish performance requirements for specific characteristics of the castings based on the planned use. They express tolerance for variation in those characteristics to the producer of the castings. One issue which should never be taken for granted in considering capability and tolerances is the ability to measure with accuracy and precision (repeatability and reproducibility). This chapter discusses the methods for measuring accuracy and precision. It describes the variation of process characteristics, capability indices in general use, and factors related to process performance and tolerance specification.

Many companies conduct only metallurgical evaluations in the wake of failures, discovering nothing more than the physical mechanism by which the failure occurred. The origin of failures, however, is often complex, involving not only physical mechanisms, but also human behavior and latent factors. Failures may also involve multiple parts, entire machines, or processes of any size and shape. The chapter examines the unique aspects of many failures and explains how they can sometimes be traced to systemic issues. It also covers the reasons why products fail, including improper service or operation, improper maintenance, improper testing, assembly errors, fabrication or manufacturing errors, and design errors. The case of the Tacoma Narrows Bridge collapse is presented to illustrate the consequence of overlooked factors, in this case, wind dynamics, and the importance of identifying root causes to prevent repeat failures.

The temperature and atmosphere conditions must be precisely controlled in order to achieve the desired metallurgical results during heat treating operations. In order to ensure the repeatability of operation, a heat treating system must have the necessary sensors, timers, and variable (temperature, atmosphere, etc.) controllers to hold the process within prescribed or specified limits. This chapter discusses temperature and atmosphere sensors used in a heat treating system. The temperature sensors covered are contact and noncontact types. The atmosphere sensors covered are oxygen probe, dew point, and infrared. The chapter concludes with an overview of the development of integrated control systems.

This chapter provides information on the biennial International Wear of Materials Conference, which is the inspiration for this book. It reviews the fundamentals of tribology, tribosystems, and related terminology. The glossary at the end of this chapter is intended to familiarize readers with some of the fundamental tribology terms that will be repeated throughout this book.

Steels for hot-work applications, designated as group H steels in the AISI classification system, have the capacity to resist softening during long or repeated exposures to high temperatures needed to hot work or die cast other materials. These steels are subdivided into three classes according to the alloying approach: chromium hot-work steels, tungsten hot-work steels, and molybdenum hot-work steels. This chapter discusses the composition, characteristics, applications, advantages, and disadvantages of each of these steels.

Critical process variables must be controlled to ensure uniform and repeatable heat-treating results. This chapter covers the subject of controlling the heat-treating process. All heat-treating equipment utilizes various sensors, timers, and other components to monitor and control the process utilizing various control methods. The chapter focuses on temperature control and measurement, including a discussion about thermocouples and devices for measuring thermal and electrical conductivity.