This article introduces some of the general sources of heat treating problems with particular emphasis on problems caused by the actual heat treating process and the significant thermal and transformation stresses within a heat treated part. It addresses the design and material factors that cause a part to fail during heat treatment. The article discusses the problems associated with heating and furnaces, quenching media, quenching stresses, hardenability, tempering, carburizing, carbonitriding, and nitriding as well as potential stainless steel problems and problems associated with nonferrous heat treatments. The processes involved in cold working of certain ferrous and nonferrous alloys are also covered.

The fundamental objective of quenching is to preserve, as nearly as possible, a metastable solid solution formed at the solution heat treating temperature, by rapidly cooling to some lower temperature, usually near room temperature. This article provides an overview of the factors used to determine a suitable cooling rate and the appropriate quenching process to develop a suitable cooling rate. It discusses the three distinct stages of quenching: vapor stage, boiling stage, and convection stage. The article reviews the factors that affect the rate of cooling in production operations. It discusses the quenchants that are used in quenching aluminum alloys, namely, hot or cold water and polyalkylene glycol. The article also describes the racking practices for controlling distortion and the level of residual stresses induced during the quench.

There are a wide variety of furnace types and designs for melting aluminum. This article discusses the various types of furnaces, including gas reverberatory furnaces, crucible furnaces, and induction melting furnaces. It describes the classification of solid fluxes: cover fluxes, drossing fluxes, cleaning fluxes, and furnace wall cleaner fluxes. The article reviews the basic considerations in proper flux selection and fluxing practices. It explains the basic principles of degassing and discusses the degassing of wrought aluminum alloys. The article describes filtration in wrought aluminum production and in shape casting. It also reviews grain refinement in aluminum-silicon casting alloys, aluminum-silicon-copper casting alloys, aluminum-copper casting alloys, aluminum-zinc-magnesium casting alloys, and aluminum-magnesium casting alloys. The article concludes with a discussion on aluminum-silicon modification.

Solidification of cast iron alloys brings about volumetric changes. This article describes direct measurements of volume changes with an illustration of the analysis of volumetric changes during solidification of cast iron with the use of a specially designed riser combined with a furnace. It provides a discussion on the dilatometer analysis that is generally used to measure linear displacement as a function of temperature for all types of materials, and the problems associated with volume-change measurements. The article presents a graphical representation of a consequence of the anisotropy, where the calculated volume change is illustrated as a function of temperature. It concludes with a review of kinetic of graphite expansion.

Various types of furnaces have been used for cast iron melting. In terms of tonnage, the primary melting methods used by iron casting facilities are cupola and induction furnaces. This article describes the operation and control principles of cupola furnace. It discusses the advantages of specialized cupolas such as cokeless cupola and plasma-fired cupola. Melting in iron foundries is a major application of induction furnaces. The article describes the operations of two induction furnaces: the channel induction furnace and the induction crucible furnace. It explains the teapot principle of pressure-actuated pouring furnaces and provides information on the effect of pouring magnesium-treated melts.

Quenching refers to the rapid cooling of metal from the solution treating temperature, typically between 465 and 565 deg C (870 and 1050 deg F) for aluminum alloys. This article provides an overview on the appropriate quenching process and factors used to determine suitable cooling rate. It describes the quench sensitivity and severity of alloys, quench mechanisms and the different types of quenchants used in immersion, spray, and fog quenching. The article provides a detailed description of the quench-factor analysis that mainly includes residual stress and distortion, which can be controlled by proper racking. It concludes with information on agitation and the quench tank system used in the quenching of aluminum alloys.

This article provides a detailed discussion on heat treatment of titanium alloys such as alpha alloys, alpha-beta alloys, and beta and near-beta alloys. Common processes include stress-relief, annealing, solution treating, aging, quenching, and age hardening. It provides information on the effects of alloying elements on alpha/beta transformation. The article also discusses the heat treating procedures, and the furnaces used for heat treating titanium and titanium alloys.

Sintering atmosphere protects metal parts from the effects of contact with air and provides sufficient conduction and convection for uniform heat transfer to ensure even heating or cooling within various furnace sections, such as preparation, sintering, initial cooling, and final cooling sections. This article provides information on the different zones of these furnace sections. It describes the types of atmospheres used in sintering, namely, endothermic gas, exothermic gas, dissociated ammonia, hydrogen, and vacuum. The article concludes with a discussion on the furnace zoning concept and the problems that arise when these atmospheres are not controlled.

This article discusses two major sintering methods: pressureless and pressure-assisted sintering. Pressureless sintering techniques include vacuum and partial-pressure, hydrogen, and microwave sintering. Pressure-assisted consolidation techniques include overpressure sintering, sintering followed by postsinter hot isostatic pressing, hot pressing, and several rapid hot consolidation techniques. The article describes nitrogen sintering and the sintering of cermets. It reviews the furnaces used for sintering and presents the lubrication removal techniques. The article also outlines the need to control carbon and oxygen to obtain optimal properties and explains microstructure development and grain size control.

This article describes part selection, feedstock (powders and binders) characteristics and properties, tool design, and material and tooling for fabrication of metal powder injection molding (MIM) machines. It discusses the process parameters, operation sequence, molding machines, debinding techniques, consolidation (sintering) techniques, advantages, and limitations of MIM.

Health and safety are critically important issues, and there are numerous aspects of the production and use of metal powders that may entail exposure to hazardous conditions. This article provides a discussion on the issues associated with the safe production and handling of metal powders and the safe operation of continuous mesh belt sintering furnaces with combustible atmospheres. It also provides a comprehensive high-level overview of the safety-related issues and concerns related to the use of compacting presses in the manufacturing sector.

Quench cracking is a brittle fracture phenomenon, and its occurrence depends not only on the stress changes but also on the mechanical characteristics of metals. Simulation of quenching processes has become possible in the analysis of quench cracking. This article commences with a discussion on the studies conducted to determine the origin of quench cracks, and then describes various test procedures for determining the susceptibility of quench cracking. It provides a description of the brittle fracture in terms of fracture mechanics and fracture toughness of quenched metals, and discusses the effects of impurities, hydrogen, and surface roughness on cracking. The article exemplifies simulation works applied to several successful cracking tests on cylindrical and complex-shaped steel parts.

This article provides a detailed discussion on the heating equipment used for austenitizing, quenching, and tempering tool steels. These include salt bath furnaces, controlled atmosphere furnaces, fluidized-bed furnaces, and vacuum furnaces. The article discusses the types of nitriding and nitrocarburizing processes and the equipment required for heat treating tool steels to improve hardness, wear resistance, and thermal fatigue. The various nitriding and nitrocarburizing processes covered are salt bath nitrocarburizing, gas nitriding and nitrocarburizing, and plasma nitriding and nitrocarburizing.

Heat treating involves the use of fuel gases for heating and gases in the furnace atmosphere. This article describes the hazards associated with furnace atmospheres and the related safety considerations. It discusses the effect of fuel on combustion efficiency. The article also contains tables that provide information on the physical, thermal and combustion properties of common gases and liquids, and the heat content of various gases.

Heating time and holding time refer, respectively, to the time required to bring a part to temperature and the time a part is held at the required heat-treatment temperature. This article provides information on heating times and holding times with different types of furnace systems during steel hardening and tempering.

Heat treating furnaces require different control systems and integration for achieving optimum technical results and enabling safe operation. This article focuses on atmosphere furnaces, with some coverage on controls for vacuum furnaces. Heat treating operations require reliable monitoring and control of motion and position of various mechanical components with the help of mechanical limit switches, proximity sensors, and distance- and position-measuring devices. Using inputs from both flow meters and sensors, such as thermocouples and oxygen sensors, flow measurement control systems must be able to adjust the flow of gases for process optimization. The operator interface of a furnace-control system displays critical information such as the furnace temperature, atmosphere status, alarms, electronic chart recorders, recipe, and maintenance. A supervisory control and data-acquisition (SCADA) system is used to monitor, collect, and store data from multiple pieces of equipment.

Dimensional and shape changes caused by heat treatment have been the subject of scientific and industrial research for a very long time. This article provides an overview of the complexity of distortion and stress generation during heat treatment of steels. It discusses the measurement and evaluation of dimensional and shape changes with examples. The article describes the mechanisms at work during the generation of stresses and distortion during heat treatment. A hypothetical experiment with increasing application to real life is used to develop a systematization of unavoidable size and shape changes. The article also provides information on the carriers of distortion potential that cause measureable size and shape changes.

This article is a comprehensive collection of formulas, tables, and analytical solutions, addressing hundreds of heat-transfer scenarios encountered in science and engineering. With detailed explanations and dimensioned drawings, the article demonstrates how to set up and solve real-world problems, accounting for material properties, environmental variables, boundary and state conditions, and the primary modes of heat transfer: conduction, convection, and radiation. The article also includes reference data and provides closed-form solutions for common heat-transfer applications such as insulated pipes, cooling fins, radiation shields, and composite structures and configurations.

This article presents the three levels of investigations of distortion engineering. On Level 1, the parameters and variables influencing distortion in every manufacturing step must be identified. More than 200 parameters can affect distortion. The design of experiments approach allows for the investigation of larger numbers of parameters by a limited number of samples, and can be structured into system analysis, test strategy, test procedure, and test evaluation. Level 2 focuses on understanding the distortion mechanisms by using the concept of distortion potential and its carriers. Distortion engineering aims to compensate distortion using the so-called compensation potential (Level 3). Level 3 discusses the measures to improve homogeneity, and respectively the symmetry, of the carriers of the distortion potential. The article also discusses the compensation of the resulting size and shape changes of the existing asymmetries by well-directed insertions of additional inhomogeneity/asymmetries in one or more of the distributions of the carriers.

The use of gases or molten salts as the quenchant for steel parts is commonly limited to the quenching of high-alloy steel or the carbonizing quenching of low-alloy steel. This article reviews the quenching process of steels with molten metals (quenchant) such as molten lead, molten bismuth, and molten sodium. It also contains tables that list the physical properties of lead, bismuth, sodium, and molten sodium.