This chapter describes important requirements for ferrous and nonferrous alloys used for gears. Wrought surface-hardening and through-hardening carbon and alloy steels are the most widely used of all gear materials and are emphasized in this chapter. The processing characteristics of gear steels and the bending fatigue strength and properties of carburized steels are reviewed. In addition to wrought steels, the chapter provides information on the other iron-base alloys that are used for gears, namely cast carbon and alloy steels, gray and ductile cast irons, powder metallurgy irons and steels, stainless steels, and tool steels. In terms of nonferrous alloys, the chapter addresses copper-base alloys, die cast aluminum alloys, zinc alloys, and magnesium alloys.

Casting is one of the basic processes used for the shaping of steel. It is economical in both cost and time of production. Numerous components are produced from cast steel because of the advantages of the process. These advantages can best be described under the following headings: design flexibility, metallurgical versatility and quality, and economic benefits. This chapter looks at these advantages of steel castings. Of major interest is the comparison of cast steel with wrought steel and weldments in terms of properties, availability, cost, and quality. The chapter also includes information on cast steel compared to other cast metals and other methods of steel fabrication.

This chapter discusses the composition and classification of stainless steels and focuses on the processes involved in heat treatment and applications of these steels. The wrought and the cast stainless steels covered are ferritic, austenitic, duplex (ferritic-austenitic), martensitic, and precipitation-hardening. In addition, information on special considerations for stainless steel castings is also provided. The heat treatment processes explained in the chapter are preheating, annealing, stress relieving, hardening, tempering, austenite conditioning, heat aging, and nitride surface hardening. Finally, some special considerations for stainless steel castings are discussed.

This appendix is a collection of tables listing the chemical compositions of wrought ferritic steels; wrought stainless steels; cast corrosion- and heat-resistant alloys; wrought iron-, nickel-, and cobalt-base alloys; cast nickel- and cobalt-base alloys; oxide-dispersion-strengthened alloys; and iron-, nickel- and cobalt-base filler metals.

Parts of machines and equipment that have previously been designed as wrought or fabricated parts, or as cast parts of metals other than steel, are often reconsidered as steel castings. This chapter presents bending test data for several junction designs of L and box sections and discusses redesign from fabrication, forgings, and cast iron. The chapter also includes the benefits of redesign.

The design stresses for most pressure-containing structural application, which are based upon minimum mechanical properties designated in the specifications published by the American Society for Testing and Materials (ASTM). This chapter reviews metallurgical characteristics and their influence on the properties and performance of structural carbon and low alloy steels and contains a summary of the relevant features of the ASTM product specifications.

This chapter describes the physical properties of steels used for castings. The properties covered include density, modulus of elasticity, Poisson's ratio, shear modulus, thermal expansion, thermal conductivity, specific heat, thermal diffusivity, electrical resistivity, and magnetic properties.

Tool steels are a special class of alloys designed for tool and die applications. High-speed steels are a subset of tool steels designed to operate at high speeds. This chapter describes the composition, properties, heat treatment, and use of wrought and alloyed tool steels, high-speed steels, and their counterparts made by powder metallurgy. It includes information on the chemical composition and application range of many commercial tool steels and explains how to apply coatings that reduce friction, thermal conductivity, and wear.

Steels contain a wide range of elements, including alloys as well as residual processing impurities. This chapter describes the chemical composition of low-alloy AISI steels, which are classified based on the amounts of chromium, molybdenum, and nickel they contain. It explains why manganese is sometimes added to steel and how unintended consequences, such as the development of sulfide stringers, can offset the benefits. It also examines the effect of alloying elements on the iron-carbon phase diagram, particularly their effect on transformation temperatures.

Engineering metals undergo many transformations in the course of production, none more critical than those that occur during solidification. This chapter discusses the process of solidification and its effects on the structure and properties of cast metals. It describes the relationship between cooling rate, grain size, grain shape, and phase structures. It explains how the transition from liquid to solid state creates the conditions under which microsegregation occurs, and how it impacts the distribution of alloying elements, carbides, and inclusions. The link between solidification and porosity is also discussed along with its detrimental effect on the mechanical properties of metal castings.

This chapter defines low-temperature and cryogenic steels and describes their alloy classifications and their ambient and low-temperature properties. These steels include ferritic carbon and low alloy steels, martensitic low alloy steels, martensitic high alloy steels, and austenitic high alloy steels.

This chapter defines steel castings, explains when to use steel castings, gives an overview of casting processes, and gives examples of suitable applications for cast steel parts.

This article provides an overview of tool steels, discussing their composition, properties, and behaviors. It covers all types and classes of wrought and powder metal tool steels, including high-speed steels, hot and cold-work steels, shock-resisting steels, and mold steels. It explains how the properties of these steels are determined by alloying elements, such as tungsten, molybdenum, vanadium, manganese, and chromium, and the presence of alloy carbides. It describes the types of carbides that form and how they contribute to wear resistance, toughness, high-temperature strength, and other properties.

This article provides an overview of austenitic manganese steels. It describes the standard composition ranges of commercial products and explains how various alloying elements affect mechanical properties, processing, and performance. The article also discusses special grades of manganese steels and the types of applications for which they have been developed.

The mechanical properties of steel are strongly influenced by the underlying microstructure, which is readily observed using optical microscopy. This chapter describes common room-temperature steel microstructures and how they are achieved via heat treatment. It discusses the production of hypo- and hypereutectoid steels and the effect of cooling rate on microstructure. It also examines quenched steels and the phase transformations associated with rapid cooling. It describes the development of lath and plate martensite, retained austenite, and bainite and how to identify the various phases. The chapter concludes with a brief review of spheroidized microstructures.

Wrought tubular products are nondestructively inspected chiefly by eddy current techniques (including the magnetic flux leakage technique) and by ultrasonic techniques. The methods discussed in this chapter include eddy current inspection, flux leakage inspection, ultrasonic inspection, magnetic particle inspection, liquid penetrant inspection, and radiographic inspection of resistance welded tubular products, seamless steel tubular products, and nonferrous tubular products. This chapter discusses the fundamental factors that should be considered in selecting a nondestructive inspection method and in selecting from among the commercially available inspection equipment. The factors covered are product characteristics, nature of the flaws, extraneous variables, rate of inspection, end effect, mill versus laboratory inspection, specification requirements, equipment costs, and operating costs.

Magnesium, by volume, is two-thirds the weight of aluminum and one-quarter the weight of steel. It also has good damping capacity, giving it an edge over other metals in high-vibration environments. This chapter discusses the basic metallurgy, alloy designations, compositions, and mechanical properties of cast and wrought magnesium alloys. It also describes the processes used to produce magnesium parts, the causes and effects of corrosion, and the use of protective coatings and treatments.

Tool steels are the ferrous alloys used to manufacture tools, dies, and molds that shape, form, and cut other materials, including steels, nonferrous metals, and plastics. This chapter explores the considerations that make tool steels a very special class of steels, the long historical evolution of iron and steel manufacture, including steels for tools, and the development of tool steels as they emerged from the general class of iron and steel products.

Inclusions and chemical segregation are factors in many process-induced failures involving steel parts. Inclusions are nonmetallic compounds introduced during production; segregation is a type of chemical partitioning that occurs during solidification. This chapter discusses the origins of segregation and inclusions and their effect on the mechanical properties and microstructure of steel. It explains how to identify various types of inclusions and characteristic segregation patterns, such as banding. It also describes the effect of hot work processing on solidification structure and the chemical variations produced by interdendritic segregation.