Introduction to Hardness Testing
Gopal Revankar, Deere & Company
Introduction
THE TERM HARDNESS, as it is used in industry, may be defined as the ability of a material to resist
permanent indentation or deformation when in contact with an indenter under load. Generally a hardness test
consists of pressing an indenter of known geometry and mechanical properties into the test material. The
hardness of the material is quantified using one of a variety of scales that directly or indirectly indicate the
contact pressure involved in deforming the test surface. Since the indenter is pressed into the material during
testing, hardness is also viewed as the ability of a material to resist compressive loads. The indenter may be
spherical (Brinell test), pyramidal (Vickers and Knoop tests), or conical (Rockwell test). In the Brinell, Vickers,
and Knoop tests, hardness value is the load supported by unit area of the indentation, expressed in kilograms
per square millimeter (kgf/mm
2
). In the Rockwell tests, the depth of indentation at a prescribed load is
determined and converted to a hardness number (without measurement units), which is inversely related to the
depth.
Hardness tests are no longer limited to metals, and the currently available tools and procedures cover a vast
range of materials including polymers, elastomers, thin films, semiconductors, and ceramics. Hardness
measurements as applied to specific classes of materials convey different fundamental aspects of the material.
Thus, for metals, hardness is directly proportional to the uniaxial yield stress at the strain imposed by the
indentation. This statement, however, may not apply in the case of polymers, since their yield stress is ill
defined. Yet hardness measurement may be a useful characterization technique for different properties of
polymers, such as storage and loss modulus. Similarly, the measured hardness of ceramics and glasses may
relate to their fracture toughness, and there appears to be some correlation between microhardness and
compressive strength (Ref 1).
The consequence of material hardness also depends on its application in industry. For example, a fracture
mechanics engineer may consider a hard material as brittle and less reliable under impact loads; a tribologist
may consider high hardness as desirable to reduce plastic deformation and wear in bearing applications. A
metallurgist would like to have lower hardness for cold rolling of metals, and a manufacturing engineer would
prefer less hard materials for easy and faster machining and increased production. These considerations lead,
during component design, to the selection of different types of materials and manufacturing processes to obtain
the required material properties of the final product, which are, in many cases, estimated by measuring the
hardness of the material.
Hardness, though apparently simple in concept, is a property that represents an effect of complex elastic and
plastic stress fields set up in the material being tested. The microscopic events such as dislocation movements
and phase transformations that may occur in a material under the indenter should not be expected to exactly
repeat themselves for every indentation, even under identical test conditions. Yet experience has shown that the
indentations produced under the same test conditions are macroscopically nearly identical, and measurements
of their dimensions yield fairly repeatable hardness numbers for a given material. This observation by James A.
Brinell in the case of a spherical indenter led to the introduction of the Brinell hardness test (Ref 2). This was
followed by other tests (already mentioned) with unique advantages over the Brinell indenter, as described in
the various articles of this Section.
Hardness testing is perhaps the simplest and the least expensive method of mechanically characterizing a
material since it does not require an elaborate specimen preparation, involves rather inexpensive testing
equipment, and is relatively quick. The theoretical and empirical investigations have resulted in fairly accurate
quantitative relationships between hardness and other mechanical properties of materials such as ultimate
tensile strength, yield strength and strain hardening coefficient (Ref 3, 4), and fatigue strength and creep (Ref
5). These relationships help measure these properties with an accuracy sufficient for quality control during the
intermediate and final stages of manufacturing. Many times hardness testing is the only nondestructive test
alternative available to qualify and release finished components for end application.