Residual, or locked-in internal, stresses are regions of misfit within a metal part or assembly that can cause distortion and fracture just as can the more obvious applied, or service, stresses. This chapter describes the fundamental facts about residual stresses and discusses the basic mechanisms of residual stress formation: thermal, transformational, mechanical, and chemical.

Temperature and deformation gradients developed in the course of manufacturing can have undesired effects on the microstructures along their path; the two most common being residual stress and distortion. This chapter discusses these manufacturing-related problems and how they can be minimized by heat treatments. It also provides information on residual stress evaluation and prediction techniques.

This article, prepared under the auspices of the ASM Thermal Spray Society Committees on Accepted Practices, describes a procedure for evaluating residual stresses in thermal spray coatings, which is an extension of the well-known layer removal method to include the Young’s modulus and Poisson’s ratio properties of the thermal spray coating material and the substrate. It presents questions and answers that were selected to introduce residual stresses in thermal spray coatings. The article describes equipment and the laboratory procedure for the modified layer removal method and provides the description of the residual stress specimen. It also describes the procedures for applying or installing bonded resistance strain gages, the dimensions of the test specimen, the procedure for removing layers, and the method for interpreting the data to evaluate residual stresses. The spreadsheet program, “ MLRM for Residual Stresses ,” is available as a supplement to this document.

This chapter examines the cooling of steels from the austenite region. It describes the processes of determining the severity of quench. The chapter examines the methods to estimate the quench required if the size and shape of the part are known and the required cooling rate is known. The cooling rate correlation is used to calculate the hardness distribution across the diameter of cylinders. The calculations are used to illustrate the sensitivity of the hardness distribution to the severity of quench and the hardenability. The chapter discusses the methods of determining cooling rates in quenched steel components. It describes the formation of residual stresses in materials in which no phase change occurs on cooling. The chapter also examines the effect on the residual stresses of the phase changes in austenite. It provides information on two types of quench cracks in quenched steels, namely, microcracking and gross cracking during quenching.

During fusion welding, the thermal cycles produced by the moving heat source causes physical state changes, metallurgical phase transformations, and transient thermal stresses and metal movement. This chapter begins by discussing weld metal solidification behavior and the solid-state transformations of the main classes of metals and alloys during fusion welding. The main classes include work- or strain-hardened metals and alloys, precipitation-hardened alloys, transformation-hardened steels and cast irons, stainless steels, and solid-solution and dispersion-hardened alloys. The following section provides information on the residual stresses and distortion that remain after welding. The focus then shifts to distortion control of weldments. Inclusions and cracking are discussed in detail. The chapter also discusses the causes for reduced fatigue strength of a component by a weld: stress concentration due to weld shape and joint geometry; stress concentration due to weld imperfections; and residual welding stresses. Inspection and characterization of welds are described in the final section of this chapter.

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 discusses the stress-strain response of materials, how it is measured, and how it used to set performance expectations. It begins by describing the common tensile test and how it sheds light on the elastic design of structures as well as plasticity and fracture behaviors. It explains how engineering and true stress-strain curves differ, how one is used for design and the other for analyzing metal forming operations. It discusses the effect of holes, fillets, and radii on the distribution of stresses and the use of notch tensile testing to detect metallurgical embrittlement. The chapter also covers compression, shear, and torsion testing, the prediction of yielding, residual stress, and hardness.

This chapter addresses the challenge of selecting an appropriate stress-corrosion cracking (SCC) test to evaluate the serviceability of a material for a given application. It begins by establishing a generic model in which SCC is depicted in two stages, initiation and propagation, that further subdivide into several zones plus a transition region. It then discusses SCC test standards before describing basic test objectives and selection criteria. The chapter explains how to achieve the required loading conditions for different tests and how to prepare test specimens to determine elastic strain, plastic strain, and residual stress responses. It also describes the difference between smooth and precracked specimens and how they are used, provides information on slow-strain-rate testing and how to assess the results, and discusses various test environments and procedures, including tests for weldments. The chapter concludes with a section on how to interpret time to failure, threshold stress, percent survival, stress intensity, and propagation rate data, and assess the precision of the associated tests.

The mechanical behavior of a material is its response to an applied load or force. Important mechanical properties are strength, hardness, stiffness, and ductility. This chapter discusses three principal ways in which these properties are tested: tension, compression, and shear. Important tensile properties that can be determined by the tensile test include yield strength, ultimate tensile strength, ductility, resilience, and toughness. The chapter describes the effects of stress concentrations on ductile metals under cyclic loads. Other topics covered include combined stresses, yield criteria, and residual stresses of metals.

This chapter provides an overview of the fundamental material- and process-related parameters of quenching on residual stress, distortion control, and cracking. It begins with a description of phase transformations during heating and quenching of steel. This is followed by a section on the effects of materials and quench process design on distortion of steel during heat treating. Details on stress raisers and their role in quench cracking are then presented. The chapter ends with various selected case histories of failures attributed to the quenching process.

Stress-corrosion cracking (SCC) in magnesium alloys was first reported in the 1930s and, within ten years, became the focus of intense study. This chapter provides a summary of all known work published since then on the nature of SCC in magnesium alloys and how it is related to composition, microstructure, and heat treatment. It describes the types of environments where magnesium alloys are most susceptible to SCC and the effect of contributing factors such as temperature, strain rate, and applied and residual stresses. The chapter also discusses crack morphology and what it reveals, provides information on proposed cracking mechanisms, and presents a practical approach for preventing SCC.

Mechanical tests are performed to evaluate the durability of gears under load. The chapter first discusses the processes involved in the computations of stress for test parameters of gear. Next, the chapter reviews the four areas of specimen characterization of a test program, namely dimensional, surface finish texture, metallurgical, and residual stress. The following section presents the tests that simulate gear action, namely the rolling contact fatigue test, the single-tooth fatigue test, the single-tooth single-overload test, and the single-tooth impact test. Finally, the chapter describes the test procedures for surface durability (pitting), root strength (bending), and scoring (or scuffing) testing.

Fiber-reinforced metal-matrix composites have carved out a niche in applications requiring high strength to weight ratios, but they are susceptible to failure when exposed to high temperatures and cyclic loads. This chapter discusses the obstacles that must be overcome to improve the creep-fatigue behavior of these otherwise promising materials. It addresses six areas that have been the focus of intense research, including thermal-expansion and elastic-viscoplastic mismatch, thermally induced biaxiality and interply stresses, creep and cyclic relaxation of residual stresses, and enhanced interfaces for oxidation.

This chapter outlines the topics covered in the book and explains why and to whom the book was written. The book is intended for engineers, metallurgists, and failure analysts who work with materials and components that operate in high-temperature corrosive environments. It covers eight basic modes of high-temperature corrosion as well as the effect of external and residual stresses. It also provides an extensive amount of engineering data associated primarily with commercial alloys.

This chapter discusses the fatigue behavior of bolted, riveted, and welded joints. It describes the relative strength of machined and rolled threads and the effect of thread design, preload, and clamping force on the fatigue strength of bolts made from different steels. It explains where fatigue failures are likely to occur in cold-driven rivet and friction joints, and why the fatigue strength of welded joints can be much lower than that of the parent metal, depending on weld shape, joint geometry, discontinuities, and residual stresses. The chapter also explains how to improve the fatigue life of welded joints and discusses the factors that can reduce the fracture toughness of weld metals.

This chapter covers the fundamentals of heat treating. It begins with a review of the composition, classification, and properties of iron and steel, the phases of the iron-carbon system, and the basic types of heat treatments. It then discusses the topics of hardness and hardenability, the role of carbon in the hardening of steels, the process of austenitization, and the influence of cooling rate on subsequent transformations. The chapter also explains how induction heating affects residual stress, distortion, and grain size.

This chapter elucidates the indispensable role of characterization in the development of cold-sprayed coatings and illustrates some of the common processes used during coatings development. Emphasis is placed on the advanced microstructural characterization techniques that are used in high-pressure cold spray coating characterization, including residual-stress characterization. The chapter includes some preliminary screening of tool hardness and bond adhesion strength, as well as a distinction between surface and bulk characterization techniques and their importance for cold spray coatings. The techniques covered are optical microscopy, X-Ray diffraction, scanning electron microscopy, focused ion beam machining, electron probe microanalysis, transmission electron microscopy, and electron backscattered diffraction. The techniques also include electron channeling contrast imaging, X-Ray photoelectron spectroscopy, X-ray fluorescence, Auger electron spectroscopy, Raman spectroscopy, oxygen analysis, and nanoindentation.

This chapter provides information on various contributors to failure of carburized and carbonitrided components, with the primary focus on carburized components. The most common contributors covered include component design, selection of proper hardenability, increased residual stress, dimensional stability, and generation of quenching and grinding cracks. They also include insufficient case hardness and improper core hardness, influence of surface carbon content and grain size, internal oxidation, structure of carbides, and inclusion of noncarbide. Details on micropitting, macropitting, case crushing, pitting corrosion, and partial melting are also provided.

Induction heating, in most applications, is used to selectively heat only a portion of the workpiece that requires treatment. This chapter covers the basic principles, features, and metallurgical aspects of induction heating. The discussion includes the conditions required for induction heating and quenching, the use of magnetic flux concentrators to improve the efficiency of surface heating, and the quenching systems used for induction hardening. The discussion also provides information on time-temperature dependence in induction heating, workpiece distortion in induction surface hardening, residual stresses after induction surface hardening and finish grinding, and input and output control of steel for induction surface hardening of gears.

This chapter provides an overview of the tools and techniques, as well as some of the underlying theory, that have proven useful for process modeling and simulation. It begins by presenting the framework of a thermoset cure model that accounts for kinetics, viscosity, heat transfer, flow, voids, and residual stress. It then discusses each variable in detail, explaining how it affects the cure process, how it is measured, and how it can be expressed mathematically in the form of a simple model. The discussions throughout the chapter are supported by numerous images, diagrams, and data plots.