This chapter describes the mechanical properties of fully pearlitic microstructures and their suitability for wire and rail applications. It begins by describing the ever-increasing demands placed on rail steels and the manufacturing methods that have been developed in response. It then explains how wire drawing, patenting, and the Stelmor process affect microstructure, and describes various fracture mechanisms and how they appear on steel wire fracture surfaces. The chapter concludes by discussing the effects of torsional deformation, delamination, galvanizing, and aging on patented and drawn wires.

In order to understand how various types of single-load fractures are caused, one must understand the forces acting on the metals and also the characteristics of the metals themselves. All fractures are caused by stresses. Stress systems are best studied by examining free-body diagrams, which are simplified models of complex stress systems. Free-body diagrams of shafts in the pure types of loading (tension, torsion, and compression) are the simplest; they then can be related to more complex types of loading. This chapter discusses the principles of these simplest loading systems in ductile and brittle metals.

This chapter presents the purpose, design, and function of a gear. It also presents the basic stresses applied to a gear tooth. The chapter provides an overview on the bending strength and characteristics of the gear tooth.

The relationship of stress and strength gradients must be considered simultaneously in analysis of a particular type of fracture. This chapter discusses the principal elastic stress distribution in members of various shapes under different types of pure loads. A basic understanding of both the stress and strength gradients of metal parts with and without stress concentrations and under different types of loading is provided. The chapter also describes the effect of service conditions on applied stresses.

The shock-resisting tool steels, designated as group S steels in the AISI classification system, have been developed to produce good combinations of high hardness, high strength, and high toughness or impact fracture resistance. This chapter describes the alloying effects of silicon on the properties of shock-resisting tool steels. In addition, it discusses the compositions, characteristics, applications, advantages, and disadvantages of shock-resisting steels with and without tungsten.

The water-hardening steels are either essentially plain carbon steels or very low-alloy carbon steels. As a result, the water-hardening tool steels are the least expensive of tool steels and require strict control of processing and heat treatment to achieve good properties and performance. This chapter provides an overview of general processing and performance considerations of water-hardening tool steels. It describes the microstructural characteristics and hardenability of water-hardening tool steels. The chapter discusses the processes involved in the hardening and tempering of water-hardening tool steels.

This chapter reviews various ways to classify failure categories and summarizes the basic types, causes, and mechanisms of damage, with particular consideration given to whether the likelihood of the types of damage can or cannot be influenced by the heat treating of steel parts. The classical organization for types of damage (failures) is as follows: deformation, fracture, wear, corrosion or other environmental damage, and multiple or complex damage. The chapter also provides some examples of lack of conformance to specification that may at first look like the heat treater did something wrong, but where other contributing factors made it difficult or impossible for the heat treater to meet the specification.

This chapter begins with a review of some of the terms used in the gear industry to describe the design of gears and gear geometries. It then discusses the types of gears that operate on parallel shafts, intersecting shafts, and nonparallel and nonintersecting shafts. Next, the processes involved in the selection of gear are discussed, followed by information on the basic stresses applied to a gear tooth, the strength of a gear tooth, and the most widely used gear materials. Further, the chapter briefly reviews gear manufacturing methods and the heat treating processing steps including prehardening processes, through hardening, and case hardening processes.

This chapter presents a detailed discussion on the three most frequent gear failure modes. These include tooth bending fatigue, tooth bending impact, and abrasive tooth wear. Tooth bending fatigue includes surface contact fatigue (pitting), rolling contact fatigue, contact fatigue (spalling), thermal fatigue, and shaft fatigue. Tooth bending impact includes tooth shear, tooth chipping, case crushing, and torsional shear.

This chapter reviews the theories that have emerged from the widespread study of multiaxial fatigue and assesses their validity using data from different sources. It begins by providing background on the studies that the chapter draws on, pointing out differences in methodology and explaining how they influence test results and data. It then discusses the concept of critical planes and how they are used to correlate the effects of uniaxial loading with multiaxial fatigue behaviors. The section that follows covers the various methods used to analyze multiaxial fatigue and identifies one that best treats the general case. The chapter also defines two important factors, the triaxiality factor and the multiaxiality factor, and presents the results of an extensive study to determine how the two factors are related. One of the more interesting findings is that the atomic structure of a material has a significant effect on which theory best describes its fatigue behavior.

The air-hardening cold-work tool steels, designated as group A steels in the AISI classification system, achieve their processing and performance characteristics with combinations of high carbon and moderately high alloy content. This chapter describes the microstructural features and hardenability of air-hardening cold-work tool steels and discusses the processes involved in the hardening and tempering of tool steels.

This chapter discusses the stress-strain response of materials, how it is measured, and how it used to set performance expectations. It begins by describing the common tensile test and how it sheds light on the elastic design of structures as well as plasticity and fracture behaviors. It explains how engineering and true stress-strain curves differ, how one is used for design and the other for analyzing metal forming operations. It discusses the effect of holes, fillets, and radii on the distribution of stresses and the use of notch tensile testing to detect metallurgical embrittlement. The chapter also covers compression, shear, and torsion testing, the prediction of yielding, residual stress, and hardness.

Induction hardened steels are often tempered to increase their ductility and relieve quenching stresses. During tempering, martensitic microstructures supersaturated with carbon decompose into a more stable, ductile form. This chapter discusses the transformations associated with the tempering process and their effect on ductility as well as other properties. It describes the structural and compositional changes that occur during the four stages of tempering, the relative influence of time and temperature, and how tempering affects the hardness of various grades of steel. The chapter discusses the practice of both furnace and induction tempering, describing where and how they are used, their tempering characteristics, strengths and limitations, and operating parameters. It also discusses the use of residual heat tempering, a self-tempering process.

Induction heat treating is used in a wide range of applications. Typical uses, as described in this chapter, include the surface hardening of many types of shafts as well as gears and sprockets and the through-hardening of gripping teeth, cutting edges, and impact zones incorporated into various types of tools and track pins manufactured for off-highway equipment.

Fatigue fractures are generally considered the most serious type of fracture in machinery parts simply because fatigue fractures can and do occur in normal service, without excessive overloads, and under normal operating conditions. This chapter first discusses the three stages (initiation, propagation, and final rupture) of fatigue fracture followed by a discussion of its microscopic and macroscopic characteristics. The relationship between stress and strength in fatigue is explained. The next section provides information that may help the uninitiated to appreciate some of the problems of laboratory fatigue testing and of the fatigue process itself. Finally, information on types and statistical aspects of fatigue is provided along with examples.

Mechanical components often require surface treatments to meet application demands. This chapter describes several surface hardening treatments for steel and their effect on microstructure, composition, and properties. It discusses flame hardening, induction heating, carburizing, nitriding, carbonitriding, and nitrocarburizing. The discussion on carburizing addresses several interrelated factors, including processing principles, alloying, surface oxidation, residual stresses, bending fatigue, contact fatigue, and fracture.