This chapter discusses the thermally induced changes that occur on the surface of steel exposed to different environments. It explains how oxide scales form during heat treating and how factors such as temperature, composition, and surface finish affect growth rates, grain structure, and uniformity. It provides examples of oxides that form beneath the surface of steel and explains why it occurs. It describes the conditions associated with decarburization and explains how to determine the depth of decarburized layers in eutectoid, hypoeutectoid, and hypereutectoid steels. It also discusses the carburizing process, the factors that determine the depth and gradient of the carburized case, the effect of post-process treatments, and a variation on the process known as ferritic carbonitriding.

As the carburizing process has become more sophisticated and controllable, it also has become easy to change the carbon potential during the carburizing process. It is important that the change in the carbon potential be made at the right time in the overall cycle. This appendix discusses the advantages of boost/diffuse carburizing cycles. A table lists typical carburizing constants and boost/diffusion ratios needed to obtain a 0.80 to 0.90% surface carbon content in a low-alloy, low-carbon steel. A figure illustrates possible carbon penetration profiles from boost/diffuse cycles.

The primary objective of carburizing and hardening gears is to secure a hard case and a relatively soft but tough core. For this process, low-carbon steels (up to a maximum of approximately 0.30% carbon), either with or without alloying elements (nickel, chromium, manganese, molybdenum), normally are used. The processes involved in hardening, tempering, recarburizing, and cold treatment of carburized and quenched gears are discussed. Next, the chapter reviews the selection of materials for carburized gears and considerations related to carbon content, core hardness, and microstructure. This is followed by sections discussing some problems that can be experienced in the carburizing process and how these can be addressed, including a section on shot peening to induce compressive residual stress at and below the surface. It then discusses the applications of carburized gears and finally presents a case history of distortion control of carburized and hardened gears.

Gas (atmosphere) carburizing is the de facto standard by which all other surface hardening techniques are measured and is the emphasis of this chapter. Initially, the chapter describes the process and equipment for gas carburizing. This is followed by sections discussing the processes involved in quenching, hardening, tempering, recarburizing, and cold treatment of carburized and quenched gears. Next, the chapter reviews the selection process of materials for carburized gears and provides information on carbon content, properties, and core hardness of gear teeth. The problems associated with carburizing are then covered, followed by the processes involved in heat treat distortion and shot peening of carburized and hardened gears. Information on grinding stock allowance on tooth flanks to compensate for distortion is also provided. The chapter further discusses the applications of carburized and hardened gears. Finally, it reviews vacuum carburizing and compares the attributes of conventional gas carburizing and vacuum carburizing.