Distortion is defined as an irreversible and usually unpredictable dimensional change in a component due to thermal processing or temperature variations and loading in service. This chapter describes two types of distortion: size distortion and shape distortion. It addresses how distortion can be managed by controlling certain factors. The chapter discusses the cause and effect of distortion during nitriding, the processes involved in stock removal prior to nitriding, and the criteria for post-machining operations.

This chapter describes processes for evaluation of nitrided parts, including case depth and case hardness, and discusses the factors contributing to corrosion and distortion of parts after ferritic nitrocarburizing.

Temperature and deformation gradients developed in the course of manufacturing can have undesired effects on the microstructures along their path; the two most common being residual stress and distortion. This chapter discusses these manufacturing-related problems and how they can be minimized by heat treatments. It also provides information on residual stress evaluation and prediction techniques.

This chapter presents an overview of some of the major causes of tool and die failures. The chapter describes fracture and fracture toughness of tool steels, and the influence of factors such as steel quality and primary processing, mechanical design, heat treatment, grinding and finishing, and distortion and dimensional change.

Distortion failures are readily identified by the inherent change in size and/or shape. They are serious because they can lead to other types of failure or may even cause complete collapse of structures, such as bridges, ladders, beams, and columns. Distortion failures may be classified in different ways. One way is to consider them either as dimensional distortion (growth or shrinkage) or as shape distortion (such as bending, twisting, or buckling). They may also be classified as being either temporary or permanent in nature. This chapter discusses the nature, causes, and effects of all of these types of failures as well as the methods to manage them.

The unique advantages of the nitriding process were recognized by German researchers in the early 1920s. It was used to treat steels for applications that required: high torque, high wear resistance; abrasive wear resistance; corrosion resistance; and high surface compressive strength. This chapter focuses on key process considerations and factors that helped nitriding gain acceptance. These factors include a low-temperature process, no quench requirement, minimal distortion, high hardness values, and resistance to oxidation.

This chapter covers the fundamentals of heat treating. It begins with a review of the composition, classification, and properties of iron and steel, the phases of the iron-carbon system, and the basic types of heat treatments. It then discusses the topics of hardness and hardenability, the role of carbon in the hardening of steels, the process of austenitization, and the influence of cooling rate on subsequent transformations. The chapter also explains how induction heating affects residual stress, distortion, and grain size.

This chapter provides readers with worked solutions to more than 25 problems related to compositional impurities and structural defects. The problems deal with important issues and challenges such as the design of low-density steels, the causes and effects of distortion in different crystal structures, the ability to predict the movement of dislocations, the influence of impurities on defects, the relationship between gain size and material properties, the identification of specific types of defects, the selection of compatible metals for vacuum environments, and the effect of twinning planes on stacking sequences. The chapter also includes problems on how the formation of precipitates can produce slip planes and how grain boundaries can act as obstacles to dislocation motion.

The through-hardening process is generally used for gears that do not require high surface hardness. Four different methods of heat treatment are primarily used for through-hardened gears. In ascending order of achievable hardness, these methods are annealing, normalizing and annealing, normalizing and tempering, and quenching and tempering. This chapter discusses the processes involved in the through-hardening of gears. It provides information on designing procedures, hardness, distortion, and applications of the through-hardened gears. The chapter presents a case history on the design and manufacture of a through-hardened gear rack.

Through-hardening heat treatment is generally used for gears that do not require high surface hardness. In through hardening, gears are first heated to a required temperature and then cooled either in the furnace or quenched in air, gas, or liquid. Four heat treatment methods are primarily used for through-hardened gears: annealing, normalizing and annealing, normalizing and tempering, and quenching and tempering. This chapter begins with a discussion of these through-hardening processes. This is followed by sections providing some factors affecting the design and hardness levels of through-hardened gears. Next, the chapter reviews the considerations related to distortion of through-hardened gears. It then discusses the applications of through-hardened gears. Finally, the chapter presents a case history of the design and manufacture of a through-hardened gear rack.

Modern gears are made from a wide variety of materials. Of all these, steel has the outstanding characteristics of high strength per unit volume and low cost per pound. Although both plain carbon and alloy steels with equal hardness exhibit equal tensile strengths, alloy steels are preferred because of higher hardenability and the desired microstructures of the hardened case and core needed for the high fatigue strength of gears. This chapter provides an overview of the key considerations involved in the selection and application of heat treating processes for alloy steel gears and serves as an introduction to the subsequent chapters in this book.

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.

The decomposition of austenite, during controlled cooling or quenching, produces a wide variety of microstructures in response to such factors as steel composition, temperature of transformation, and cooling rate. This chapter provides a detailed discussion on the isothermal transformation and continuous cooling transformation diagrams that characterize the conditions that produce the various microstructures. It discusses the mechanism and process variables of quenching of steel, explaining the factors involved in the mechanism of quenching. In addition, the chapter provides information on the causes and characteristics of residual stresses, distortion, and quench cracking of steel.

This chapter provides an overview of the fundamental material- and process-related parameters of quenching on residual stress, distortion control, and cracking. It begins with a description of phase transformations during heating and quenching of steel. This is followed by a section on the effects of materials and quench process design on distortion of steel during heat treating. Details on stress raisers and their role in quench cracking are then presented. The chapter ends with various selected case histories of failures attributed to the quenching process.

The design of case-hardened components is an iterative process, requiring the consideration of multiple interrelated factors. This chapter walks readers through the steps involved in selecting an appropriate material and assessing the influence of alloy composition and cooling rate on core properties including hardenability, microstructure, tensile and yield strength, ductility, toughness, and fatigue resistance. It likewise explains how carbon affects case hardenability, surface hardness, and case toughness and how case depth influences residual stresses and bending and contact fatigue. It also discusses the effect of quenching methods and addresses the issue of distortion.

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.

Some gears may need to be hardened only at the surface without altering the chemical composition of the surface layers. Induction hardening may be a suitable processing choice in these cases. This chapter provides information on the wide variety of materials that can be induction hardened and on process details involved in induction hardening gears. It discusses the processes involved in heating, quenching, and tempering of gears. Information on surface hardness and case depth after induction hardening, induction hardening problems, the applications of induction hardening gears, and the advancements in induction hardening are also provided.

This chapter provides an introduction to powder processing of binders and polymers. It sets the context for the remainder of the book by providing an overview of the topics discussed in the subsequent chapters and by providing introduction to powder-binder fabrication and customization of feedstock and describing the challenges in component production. The chapter also summarizes alphabetically a few key concepts in powder-binder processing.