The Influence of Sample Preparation on Correlative Microscopy with the Use of Artificial Intelligence Methods

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The preparation of metallographic samples remains a crucial aspect of microstructural analysis, especially with the continuous development of advanced materials and imaging techniques. Despite its significance, sample preparation is often underestimated, yet achieving a surface with minimal structural distortion is essential for accurate microstructure evaluation and data interpretation. This study aimed to optimize steel sample preparation methods to obtain surfaces suitable for correlative imaging using multiple microscopic techniques, including modern scanning electron microscopy (SEM) with sample bias and electron backscatter diffraction (EBSD). The results demonstrate that specific contrast features observed in SEM can, in some cases, be qualitatively verified using EBSD. Furthermore, variations in SEM settings, such as lower landing energy, influence information depth, which in turn affects the accuracy of phase quantification, particularly when utilizing artificial intelligence-based methods.

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Electron Backscatter Diffraction (EBSD) in Scanning Electron Microscope (SEM) has been one of the most popular tools for characterizing microstructures of materials and in particular alloys made by additive manufacturing (AM) in recent years. This characterization technique can provide abundant microstructural data, including phase distribution, grain size, grain boundary character, crystallographic orientation, and texture. However, it has recently been noticed that there are several challenges in the characterization of AM alloys by EBSD, causing the misunderstanding of material microstructures. This presentation discusses two challenges associated with the grain size determination by EBSD. Grain size is an important parameter used in understanding the relationship between the mechanical property and microstructure of a 3D-printed alloy, and is usually measured by optical microscope (OM) and EBSD. However, a common issue is that the grain size determined by EBSD sometimes is inconsistent with that from OM. Here We measured the grain size from the same areas in a Ti64 sample by OM and EBSD, respectively, and compared the results, in order to correlate two techniques. The result shows that when the grain size is greater than 10um, the data from OM and EBSD can completely match. When the grain size is in the range of 4~10um, there is a significant deviation between the size distributions. For fine grains, e.g. <4um, the EBSD measurement is more reliable. This indicates that OM and EBSD are equivalent for analyzing grains which sizes are bigger than 10um, but EBSD is more suitable for measuring fine grains due to the higher spatial resolution than OM. Further analysis reveals that the accuracy of grain size measurement especially for the fine grains is strongly related to the threshold angle of grain boundary used in the EBSD data process. Step size is another important parameter to determine the grain size. Another usual challenge in the EBSD analysis is how to choose the step size to obtain a high-quality EBSD map with high spatial resolution and high hit rate [1]. As the typical AM alloy has two different microstructural features in terms of grain size, melt pools with large columnar grains and fine-grained regions between the melt pools, researchers like to choose a small step size to map the sample. This is a conventional EBSD strategy used in the characterization of heterogeneous microstructures in materials. However, the recent characterization in Al printed alloys shows that such a strategy doesn’t work well at low magnification even a very small step size is used. Normally, grains in melt pools are visualized and measured well, but the fine grains at the melt pool boundaries are invisible at the low magnification due to the low hit rate. To improve EBSD map quality and grain size measurement at the fine-grained regions, higher magnification with a smaller step size has been used, but this condition limits the size of the mapping area. Compromising the magnification and grain size determination, a new EBSD strategy that includes two steps of mapping AM samples is recommended, firstly scanning a big area to show the domain microstructures of melt pools, and secondly mapping with higher magnification to show the typical fine-grained region in detail.

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Subject of Research. Methodological aspects of sample preparation and electron backscatter diffraction (EBSD) in the study of microdeformations in zircon grains. Objects and Methods. Fragments of impactites from shock-metamorphosed rocks of the Vredefort (South Africa) and Kara (Pay-Khoy Ridge, Yugorsky Peninsula, Russia) impact craters were investigated using scanning electron microscopy (SEM) and electron backscatter diffraction. Results. The identification of zircon grains with specific microdeformations requires high-spatial-resolution (tens of nanometers) examination of large polished rock surfaces, which demands significant instrument time. To reliably detect microdeformations in zircon, the following methodological challenges were addressed: (1) analyzing the influence of Electron Backscatter Diffraction Pattern (EBSP) imaging conditions at different beam accelerating voltages (10, 20, and 29 kV) on the signal-to-noise ratio, spatial resolution, and Kikuchi band width; (2) comparing zircon grain orientation maps obtained at different voltages; (3) developing an algorithm for mineral identification and microdeformation finding; and (4) validating the methodology on zircon grains from the Vredefort and Kara impact craters. Conclusions. The sample preparation methodology for EBSD analysis was refined, and methods for processing EBSD data to improve Kikuchi diffraction pattern indexing were explored. The efficiency of detecting and analyzing shock-metamorphosed zircon grains using scanning electron microscopy was enhanced through optimized electron imaging and EBSD mapping conditions. An algorithm for mineral identification in thin sections (rock slices) was developed. The methodology was validated on a series of 50 thin sections from the Kara and Vredefort impactites, resulting in the identification of 436 zircon grains, including all known types of zircon microdeformations.

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