© 2004 The Royal Microscopical Society
Journal of Microscopy, Vol. 213, Pt 3 March 2004, pp. 296–305
Received 24 June 2003; accepted 10 November 2003
Blackwell Publishing, Ltd.
Phase differentiation via combined EBSD and XEDS
M. M. NOWELL & S. I. WRIGHT
EDAX/TSL 392 East 12300 South, Draper, Utah 84020, U.S.A.
Key words. Electron backscatter diffraction, orientation imaging microscopy,
phase differentiation, X-ray energy-dispersive spectroscopy.
Summary
Electron backscatter diffraction (EBSD) and orientation
imaging microscopy have become established techniques for
analysing the crystallographic microstructure of single and
multiphase materials. In certain instances, however, it can be
difficult and/or time intensive to differentiate phases within a
material by crystallography alone. Traditionally a list of candi-
date phases is specified prior to data collection. The crystallo-
graphic information extracted from the diffraction patterns is
then compared with the crystallographic information from
these candidate phases, and a best-fit match is determined.
Problems may arise when two phases have similar crystal
structures. The phase differentiation process can be improved
by collecting chemical information through X-ray energy-
dispersive spectroscopy (XEDS) simultaneously with the
crystallographic information through EBSD and then using the
chemical information to pre-filter the crystallographic phase
candidates. This technique improves both the overall speed of
the data collection and the accuracy of the final characterization.
Examples of this process and the limitations involved will be
presented and discussed.
Received 24 June 2003; accepted 10 November 2003
Introduction
Automated electron backscatter diffraction (EBSD) or orienta-
tion imaging microscopy (OIM) is a proven technique for
making spatially specific measurements of crystallographic
orientation in polycrystalline materials. This automated
technique allows the measurements to be made on samples
over prescribed areas. The measurements are made at individual
locations on a regular array defined by the user. At each point,
an EBSD pattern is collected, the position of the bands in the
pattern are located using image processing routines and the
orientation determined from the geometry of the bands. This
procedure is performed without any operator intervention.
In multiphase materials it is also possible to differentiate the
phase at each point in an OIM scan. This is done for an individual
point in the scan by performing the indexing process for each
of the constituent phases and finding the phase with the best
solution to the detected bands in the diffraction pattern. The
solutions for each of the phases are ranked according to a
user-defined weighting of indexing votes, confidence index,
angular fit and band-width ratios, and the phase with the
highest ranking factor assigned to the measurement point
(see Appendix). The term ‘differentiate’ indicates EBSD is
being used to automatically select the phase from a set of
known phases present in the material. Phase differentiation is
a process used during automated scans.
By contrast, for EBSD applications the term ‘phase identifi-
cation’ indicates generally the use of EBSD to assist a user in
identifying unknown phases in a material. ‘Phase identifica-
tion’ is an interactive process occurring at manually selected
points in the microstructure. EBSD is used to assist in the
selection of a phase from a list of candidate phases derived
from a comprehensive database. The list of candidate phases is
generally derived from the database by filtering based on
chemical composition (Goehner et al., 1992; Michael & Goehner,
1993). Phase identification is often performed prior to running
a multiphase OIM scan in order to identify the constituent
phases to be differentiated during the scan.
Phase differentiation works well when the crystal struc-
tures of the phase candidates are relatively dissimilar. Even
when two phases have the same point group symmetry they
can be distinguished if the diffracting planes are different. For
example, a body-centred cubic phase is relatively easily differ-
entiated from a face-centred cubic phase owing to the unique-
ness of the interplanar angles between the diffracting planes
for each phase. A good application of EBSD phase differentiation
is on samples where the constituent phases have essentially
the same chemical composition but vary in crystallographic
structure. In these cases, the constituent phases cannot be
distinguished by standard X-ray energy-dispersive spectroscopy
(XEDS) maps. For example, consider the andalusite, kyanite
and sillimanite polymorphs of Al
2
SiO
5
. These polymorphs have
essentially the same composition, and therefore cannot be
distinguished by XEDS, but they have different crystal structures,
which can be distinguished using EBSD.
EBSD also performs well in cases where the chemical com-
position may vary; yet, the varying elements have overlapping Correspondence: M. M. Nowell. E-mail: matt.nowell@ametek.com