Organisational & Operational Excellence

Metallurgy for Non-Metallurgists: Steels, Heat Treatment and Failure Analysis

DestinationDubai
Dates19 – 23 July 2027
Reference174_10482

Programme overview

Introduction:

Metallurgy for non-metallurgists matters because pumps, shafts, bolts, vessels and exchanger tubes fail early when the wrong steel grade is bought, a heat treatment is skipped or a test certificate is read without understanding. This Core Concept course gives engineers and inspectors a working grasp of metal structure, the iron-carbon diagram, steel and alloy families, heat treatment, mechanical testing, damage mechanisms and fractography. Participants apply it to failed parts and material records and complete a Materials Selection and Failure Investigation Worksheet for a component from their own plant.

Course Objectives:

  • Explain how crystal structure, grain size and phases on the iron-carbon diagram govern the strength and toughness of steel
  • Distinguish carbon, low-alloy and stainless steels and the main copper, nickel, aluminium and titanium alloy groups from their composition and designation
  • Specify annealing, normalising, quenching and tempering to reach a required hardness and toughness
  • Interpret tensile, hardness and Charpy impact results on test certificates against the property values a design requires
  • Select a material for a given temperature, pressure and corrosive service and record the reasons for the choice
  • Recognise fatigue, creep and embrittlement from fracture surface evidence and plan a basic failure investigation

Target Audience:

  • Mechanical and maintenance engineering staff who specify replacement parts and approve material substitutions
  • Inspection and integrity staff who examine equipment in service and report cracking, distortion or damage
  • QA/QC staff who review mill test certificates, heat treatment records and incoming material
  • Process and project engineering staff who choose materials for new equipment and modifications
  • Procurement and materials coordination staff who buy metal products to technical specifications

Course Outline:

Day 1: Metal Structure, Phases and the Iron-Carbon Diagram

  • Metallic Bonding and Crystal Structures: BCC, FCC and HCP Lattices
  • Grains, Grain Boundaries and Alloying: Solid Solutions and Second Phases
  • Iron-Carbon Phase Diagram: Ferrite, Austenite, Cementite and Pearlite Fields
  • Upper and Lower Critical Temperatures and Slow-Cooling Transformations
  • Metallographic Specimen Preparation, Etching and Optical Microscope Examination

Day 2: Steel Families, Stainless Grades and Non-Ferrous Alloys

  • Carbon Steel Classes by Carbon Content: Low, Medium and High Carbon Grades
  • Low-Alloy Steels: Chromium, Molybdenum and Nickel Additions for Strength and Heat Resistance
  • Stainless Steel Families: Austenitic, Ferritic, Martensitic, Duplex and Precipitation Hardening
  • Non-Ferrous Overview: Copper, Nickel, Aluminium and Titanium Alloy Groups
  • Mill Test Certificates, Grade Designations and Chemical Composition Tables

Day 3: Heat Treatment of Steel and Mechanical Property Testing

  • Annealing and Normalising Cycles: Heating Temperature, Air or Furnace Cooling and Grain Refinement
  • Quenching Media and Martensite Formation: Water, Oil, Polymer and Brine
  • Tempering Temperature Selection and the Hardness-Toughness Trade-Off
  • Tensile Stress-Strain Curve per ASTM E8/E8M and ISO 6892-1: Yield, UTS, Elongation and Reduction of Area
  • Brinell, Rockwell and Vickers Hardness with Charpy Impact per ASTM E23 and ISO 148-1

Day 4: Damage Mechanisms and Materials Selection for Service

  • Fatigue Crack Initiation, Growth and Beach Mark Evidence Under Cyclic Loading
  • Creep Stages: Primary, Secondary and Tertiary Strain in High-Temperature Components
  • Ductile-to-Brittle Transition and Low-Temperature Embrittlement in Ferritic Steels
  • Hydrogen Embrittlement and Temper Embrittlement Susceptibility Factors
  • Materials Selection Matrix for Temperature, Pressure and Corrosive Process Service

Day 5: Failure Analysis Case Studies and the Investigation Worksheet

  • Failure Investigation Sequence: Evidence Preservation, Visual Survey and Sampling Plan
  • Fractography: Ductile Dimples, Cleavage Facets and Fatigue Striations Under SEM
  • Supporting Tests: EDS Composition Check, Hardness Traverse and Replica Metallography
  • Case Study Review: Shaft, Bolt and Exchanger Tube Fractures from Several Sectors
  • Materials Selection and Failure Investigation Worksheet Build and Peer Review

Skills You Will Gain:

  • Microstructure Interpretation
  • Steel Grade Identification
  • Heat Treatment Specification
  • Mechanical Test Data Review
  • Material Certificate Verification
  • Service Condition Materials Selection
  • Damage Mechanism Recognition
  • Fractography Basics

Why Attend This Course:

  • Complete a Materials Selection and Failure Investigation Worksheet for a real component from your own plant
  • Question supplier certificates and proposed material substitutions with confidence instead of accepting them unchecked
  • Talk to metallurgists, laboratories and vendors in shared terms and brief them precisely when a part cracks or wears
  • Compare material problems and fixes with peers from oil and gas, power, water, mining and manufacturing

Conclusion:

Most metal failures trace back to a structure, a heat treatment or a property that nobody checked against the service. The course moves from crystal structure and the iron-carbon diagram, through steel, stainless and non-ferrous families, to heat treatment and tensile, hardness and impact testing, then to fatigue, creep and embrittlement and service-based materials selection. The final day applies this to failed-part case studies and completes a Materials Selection and Failure Investigation Worksheet ready for the next material review or failure investigation.

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