Metallurgical Investigation and Failure Analysis

Course Fee
£240 (Sterling) plus VAT at the current rate per delegate -
Payment is required 5 days before the Web-training event
ALFED Members welcome
Group Discounts may be available - enquire at the time of booking
Cancellation Terms
up to 4 days before the event - 25% refund
3 days before and on the day of the event - no refund
Course Duration
Course Delivery
Course Certificate
3-hours
On-Line via Zoom
M&Cs CPD Certificate of Attendance
Key Learning Objectives
This is a comprehensive and structured approach to metallurgical failure analysis. In this training we will review our 19 unique stages of investigation so you can build a solid foundation in identifying and understanding the defects in metals.
What you will Learn:
Step-by-step breakdown of the 19 investigative steps
Visual analysis using macro images of failed samples
Data recording techniques and how to use records to support conclusions
Course Content
To equip attendees with the knowledge and practical insight to identify the root cause of metal failure through a systematic 19-stage investigation process.
The 19 Stages of Metallurgical Investigation
1. Collection of background data -
Gather history, ie chemical analysis and certification, specification and standards, process route history and quality tracking data.
2. Selection of samples -
Choose representative and relevant failure samples to be investigated. Consider the number and classification of the sample sizes, their location and identification.
3. Preliminary examination of the failed part(s) -
You review visual examinations, physical measurements and record keeping, photographs, preservation and/or cleaning of critical specimens, production of label diagrams, use of non-destructive testing, planning investigation or analysis techniques.
4. Chemical composition -
Verify alloy specifications and detect anomalies linking to its data collected.
5. Non-destructive testing -
Consider appropriate method(s) of investigations and their viability to maintaining sample integrity ie using techniques like ultrasonic, radiography or dye penetrant
6. Plan of action -
Define the investigation strategy. Consider all aspects of 1 to 5 above, including internal and external outcomes, responsibilities and impact of conclusion.
7. Consolidation of Benchmarks Standards and Data -
Reference known recorded material behaviours ie refer to ASM Handbook, other reliable research data and standards, etc.
8. Visual examination -
Surface level inspection for clues and use engineering diagrams and specifications to assess samples.
9. Fracture examination -
Study fracture surfaces for failure mode ie using low power hand lens (up to x 20) if appropriate, to classify surface texture (ductile, brittle, fatigue) and also consider the colour and flow lines/direction.
10. Scanning Electron Microscopy (SEM) -
High-resolution imaging of fracture features
11. Hardness tests -
Assess material strength and consistency of surface hardness by reviewing chemical analysis and certification, specifications and standards etc.
12. Macroscopic examination -
Cut and polish sections for deeper insight. Consider the surface, review non-destructive testing external surfaces, fracture surfaces, secondary cracks etc. from the samples which have been prepared from the component in their original state. Was the correct etchant used in assessing the macroscopic examinations?
13. Longitudinal or Transverse Macro sections/others -
Review cut and polish sections for deeper insight ie sulphur priming, record keeping photographs and for comparison use unetched and etched samples.
14. Microscopic examination -
Use optical microscopy for microstructure analysis to examine longitudinal, transvers, taper sections, labelling and identification. For comparison using unetched and etched samples. To examine fracture surfaces incline sample and consider examining small sections in conjunction with possible micro hardness tests.
15. SEM (again) -
Revisit SEM for detailed microstructural or fracture analysis which is useful in a wide range of applications to examine surfaces and obtaining chemical analysis of phases.
16. Stress analysis -
Evaluate stress distribution and concentration of the failed component and consider the mode of failure ie fracture mechanics and determination of the fracture mode.
17 Mechanical Testing -
This is often considered after the metallographic examination eg tensile, impact, fatigue, fracture tests etc.
18. Chemical analyses -
Detect contaminants or corrosion products and deposits or coatings.
19. Testing under simulated service conditions -
Replicate operating environment to confirm failure mechanisms ie hot tensile, impact testing at room temperature, hot hardness, notch tests etc.
Throughout the web course, you will be shown what to look for when inspecting samples of metal, alloy, stainless steel or even aluminium. You will be able to identify what may have contributed to failure after the investigations to obtain a final conclusion.
Who is the Course For?
Metallurgist technician, metallurgist engineers, design engineers, steel industry, heat treatment technicians
Pre-Requisite
To have an understanding of metallurgy
Dates
19 November 2025 at 10:00:00
Your Tutor
Richard SA Brown BEd, CertEd, MIMMM, Fellow ICME

Richard is the Managing Director and Principal Academic of M&C Educational Training Services Ltd., which is an organisation providing opportunities for the Manufacturing Engineering Industry for the Metallurgy and Casting Sector to upskill their workforce through various learning programmes delivered via live online, workshops or hands-on lectures.
Richard is an innovative, experienced and versatile Metallurgist who gained his experience and practical knowledge within the industry sector working in various areas: quality, process control, and working with production departments. In his management roles he has been involved in liaising with production, inspection and quality control with the responsibility for production costs together with staff management of metallurgical technicians and metallurgists in the research and commercial environment.
Your Co-Tutor
Mario Galindo-Bulnes BEng, BA

Mario may co-host some of these training sessions.
Mario has 25 years' experience as an Industrial Engineer and over 10 years as a Metallurgist. His roles have covered quality technician, process engineer, quality assurance and control manager, process consultant, operations manager and operations director.
The roles involved several manufacturing and metallurgy processes such as casting, polymers, ceramics, forgings, machining and heat treatment for automotive, end customer, energy and aerospace companies.
In addition, he has provided consultant and training services to universities, energy generation and recycling companies.
Registration
When you click 'Register' you will be taken to the Registration Form. Please complete the required details and submit. We will then forward you an invoice to your company and payment is required at 5 days before the day of the event.
Once payment is received you will receive a Zoom Conference invite to the web-training.
GDPR
This Web-training course is delivered by M&C and on occasions supported by ECMS. By enrolling on this event, you are agreeing to share your data with the ECMS and with the Training Provider (M&C). The ECMS is required to collect and share your data in order to comply with its contractual obligations.

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