Forest hardening Created 2026-10-20 Updated 2026-11-05
Forest hardening is resistance to dislocation glide caused by dislocations that cut across a glide plane. An advancing dislocation must negotiate their intersections, form or break junctions, or bow between obstacles. The resulting obstacle network is called a forest because it obstructs motion across the plane, even though it is made of line defects rather than solid inclusions.
The mechanism connects dislocation density with work hardening: a shorter spacing between effective obstacles generally demands greater applied shear stress. It also explains why different slip systems need not evolve independently; slip on one system changes the obstacles encountered by another, contributing to latent hardening. Comparing a specimen before and after controlled plastic deformation tests the increase in flow resistance, while microstructural observation tests whether an assumed obstacle mechanism is plausible. Not every change of yield stress is forest hardening; other microstructural changes can also strengthen a material.
Initially, one slip system carries most of the deformation. Easy dislocation glide gives the nearly flat stage-I response, although lattice rotation and gradual dislocation interactions can already change the required tensile stress. In tension the loading direction expressed in the rotating crystal approaches the primary slip direction. Its path has the form until it reaches the symmetry boundary , at .
At that orientation, and have equal Schmid factors, . Conjugate slip therefore becomes competitive. Intersections between the two dislocation families generate obstacles, junctions and forest hardening, giving the sharp stage-II rise in flow stress. This is the ideal single-slip-to-conjugate-slip construction; real activation stresses can be shifted by latent hardening and imperfections.
Figure 1.
Ideal single-slip rotation and the onset of conjugate slip
. Original geometric construction. The stress trace before conjugate slip retains a constant critical resolved shear stress; the later hardening curve is schematic. Details.
Work hardening Created 2026-10-20 Updated 2026-11-05
Work hardening is an increase in resistance to further plastic deformation caused by earlier deformation. A useful macroscopic test loads a metal beyond yield, unloads it and reloads in the same direction: further plastic flow then requires a larger stress. In a constitutive equation, this history is represented by evolving internal variables rather than by the current elastic strain alone.[ref]
In a crystal, multiplication and interaction of dislocations can make later dislocation glide more difficult. Forest hardening and latent hardening describe particular aspects of that obstacle formation. Increased resistance to plastic flow is not the same as a large change in Young's modulus: the elastic unloading slope and the load required to restart permanent deformation measure different properties. Work hardening can delay necking by compensating for the shrinking loaded area.