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The Working of Steel - Annealing, Heat Treating and Hardening of Carbon and Alloy Steel
by Fred H. Colvin
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CARBURIZING BY GAS

The process of carburizing by gas, briefly mentioned on page 88, consists of having a slowly revolving, properly heated, cylindrical retort into which illuminating gas (a mixture of various hydrocarbons) is continuously injected under pressure. The spent gases are vented to insure the greatest speed in carbonizing. The work is constantly and uniformly exposed to a clean carbonizing atmosphere instead of partially spent carbonaceous solids which may give off very complex compounds of phosphorus, sulphur, carbon and nitrogen.

Originally this process was thought to require a gas generator but it has been discovered that city gas works all right. The gas consists of vapors derived from petroleum or bituminous coal. Sometimes the gas supply is diluted by air, to reduce the speed of carburization and increase the depth.

PREVENTING CARBURIZING BY COPPER-PLATING

Copper-plating has been found effective and must have a thickness of 0.0005 in. Less than this does not give a continuous coating. The plating bath used has a temperature of 170 deg.F. A voltage of 4.1 is to be maintained across the terminals. Regions which are to be hardened can be kept free from copper by coating them with paraffin before they enter the plating tank. The operation is as follows:

Operation No. Contents of bath Purpose 1 Gasoline To remove grease 2 Sawdust To dry 3 Warm potassium hydroxide solution To remove grease and dirt 4 Warm water To wash 5 Warm sulphuric acid solution To acid clean 6 Warm water To wash 7 Cold water Additional wash 8 Cold potassium cyanide solution Cleanser 9 Cold water To wash 10 Electric cleaner, warm sodium Cleanser to give good hydroxide case-iron anode plating surface 11 Copper plating bath of copper Plating bath sulphate and potassium cyanide solution warm

There are also other methods of preventing case-hardening, one being to paint the surface with a special compound prepared for this purpose. In some cases a coating of plastic asbestos is used while in others thin sheet asbestos is wired around the part to be kept soft.

PREPARING PARTS FOR LOCAL CASE-HARDENING

At the works of the Dayton Engineering Laboratories Company, Dayton, Ohio, they have a large quantity of small shafts, Fig. 40, that are to be case-hardened at A while the ends B and C are to be left soft. Formerly, the part A was brush-coated with melted paraffin but, as there were many shafts, this was tedious and great care was necessary to avoid getting paraffin where it was not wanted.



To insure uniform coating the device shown in Fig. 41 was made. Melted paraffin is poured in the well A and kept liquid by setting the device on a hot plate, the paraffin being kept high enough to touch the bottoms of the rollers. The shaft to be coated is laid between the rollers with one end against the gage B, when a turn or two of the crank C will cause it to be evenly coated.



THE PENETRATION OF CARBON

Carburized mild steel is used to a great extent in the manufacture of automobile and other parts which are likely to be subjected to rough usage. The strength and ability to withstand hard knocks depend to a very considerable degree on the thoroughness with which the carburizing process is conducted.

Many automobile manufacturers have at one time or another passed through a period of unfortunate breakages, or have found that for a certain period the parts turned out of their hardening shops were not sufficiently hard to enable the rubbing surfaces to stand up against the pressure to which they were subjected.

So many factors govern the success of hardening that often this succession of bad work has been actually overcome without those interested realizing what was the weak point in their system of treatment. As the question is one that can create a bad reputation for the product of any firm it is well to study the influential factors minutely.

INTRODUCTION OF CARBON

The matter to which these notes are primarily directed is the introduction of carbon into the case of the article to be hardened. In the first place the chances of success are increased by selecting as few brands of steel as practicable to cover the requirements of each component of the mechanism. The hardener is then able to become accustomed to the characteristics of that particular material, and after determining the most suitable treatment for it no further experimenting beyond the usual check-test pieces is necessary.

Although a certain make of material may vary in composition from time to time the products of a manufacturer of good steel can be generally relied upon, and it is better to deal directly with him than with others.

In most cases the case-hardening steels can be chosen from the following: (1) Case-hardening mild steel of 0.20 per cent carbon; (2) case-hardening 3-1/2 per cent nickel steel; (3) case-hardening nickel-chromium steel; (4) case-hardening chromium vanadium. After having chosen a suitable steel it is best to have the sample analyzed by reliable chemists and also to have test pieces machined and pulled.

To prepare samples for analysis place a sheet of paper on the table of a drilling machine, and with a 3/8-in. diameter drill, machine a few holes about 3/8 in. deep in various parts of the sample bar, collecting about 3 oz. of fine drillings free from dust. This can be placed in a bottle and dispatched to the laboratory with instructions to search for carbon, silicon, manganese, sulphur, phosphorus and alloys. The results of the different tests should be carefully tabulated, and as there would most probably be some variation an average should be made as a fair basis of each element present, and the following tables may be used with confidence when deciding if the material is reliable enough to be used.

TABLE 16.—CASE-HARDENING MILD STEEL OF 0.20 PER CENT CARBON

Carbon 0.15 to 0.25 per cent Silicon Not over 0.20 per cent Manganese 0.30 to 0.60 per cent Sulphur Not over 0.04 per cent Phosphorus Not over 0.04 per cent

A tension test should register at least 60,000 lb. per square inch.

TABLE 17.—CASE-HARDENING 3-1/2 PER CENT NICKEL STEEL

Carbon 0.12 to 0.20 per cent Manganese 0.65 per cent Sulphur Not over 0.045 per cent Phosphorus Not over 0.04 per cent Nickel 3.25 to 3.75 per cent

TABLE 18.—CASE-HARDENING NICKEL CHROMIUM STEEL

Carbon 0.15 to 0.25 per cent Manganese 0.50 to 0.80 per cent Sulphur Not over 0.045 per cent Phosphorus Not over 0.04 per cent Nickel 1 to 1.5 per cent Chromium 0.45 to 0.75 per cent

TABLE 19.—CASE-HARDENING CHROMIUM VANADIUM STEEL

Carbon Not over 0.25 per cent Manganese 0.50 to 0.85 per cent Sulphur Not over 0.04 per cent Phosphorus Not over 0.04 per cent Chromium 0.80 to 1.10 per cent Vanadium Not less than 0.15 per cent

Having determined what is required we now proceed to inquire into the question of carburizing, which is of vital importance.

USING ILLUMINATING GAS

The choice of a carburizing furnace depends greatly on the facilities available in the locality where the shop is situated and the nature and quantity of the work to be done. The furnaces can be heated with producer gas in most cases, but when space is of value illuminating gas from a separate source of supply has some compensations. When the latter is used it is well to install a governor if the pressure is likely to fluctuate, particularly where the shop is at a high altitude or at a long distance from the gas supply.

Many furnaces are coal-fired, and although greater care is required in maintaining a uniform temperature good results have been obtained. The use of electricity as a means of reaching the requisite temperature is receiving some attention, and no doubt it would make the control of temperature comparatively simple. However, the cost when applied to large quantities of work will, for the present at least, prevent this method from becoming popular. It is believed that the results obtainable with the electric furnace would surpass any others; but the apparatus is expensive, and unless handled with intelligence would not last long.

The most elementary medium of carburization is pure carbon, but the rate of carburization induced by this material is very low, and other components are necessary to accelerate the process. Many mixtures have been marketed, each possessing its individual merits, and as the prices vary considerably it is difficult to decide which is the most advantageous.

Absorption from actual contact with solid carbon is decidedly slow, and it is necessary to employ a compound from which gases are liberated, and the steel will absorb the carbon from the gases much more readily.

Both bone and leather charcoal give off more carburizing gases than wood charcoal, and although the high sulphur content of the leather is objectionable as being injurious to the steel, as also is the high phosphorus content of the bone charcoal, they are both preferable to the wood charcoal.

By mixing bone charcoal with barium carbonate in the proportions of 60 per cent of the former to 40 per cent of the latter a very reliable compound is obtained.

The temperature to which this compound is subjected causes the liberation of carbon monoxide when in contact with hot charcoal.

Many more elaborate explanations may be given of the actions and reactions taking place, but the above is a satisfactory guide to indicate that it is not the actual compound which causes carburization, but the gases released from the compound.

Until the temperature of the muffle reaches about 1,300 deg.F. carburization does not take place to any useful extent, and consequently it is advisable to avoid the use of any compound from which the carburizing gases are liberated much before that temperature is reached. In the case of steel containing nickel slightly higher temperatures may be used and are really necessary if the same rate of carbon penetration is to be obtained, as the presence of nickel resists the penetration.

At higher temperatures the rate of penetration is higher, but not exactly in proportion to the temperature, and the rate is also influenced by the nature of the material and the efficiency of the compound employed.

The so-called saturation point of mild steel is reached when the case contains 0.90 per cent of carbon, but this amount is frequently exceeded. Should it be required to ascertain the amount of carbon in a sample at varying depths below the skin this can be done by turning off a small amount after carburizing and analyzing the turnings. This can be repeated several times, and it will probably be found that the proportion of carbon decreases as the test piece is reduced in diameter unless decarburization has taken place.



The chart, Fig. 42, is also a good guide.

In order to use the chart it is necessary to harden the sample we desire to test as we would harden a piece of tool steel, and then test by scleroscope. By locating on the chart the point on the horizontal axis which represents the hardness of the sample the curve enables one to determine the approximate amount of carbon present in the case.

Should the hardness lack uniformity the soft places can be identified by etching. To accomplish this the sample should be polished after quenching and then washed with a weak solution of nitric acid in alcohol, whereupon the harder points will show up darker than the softer areas.

The selection of suitable boxes for carburizing is worthy of a little consideration, and there can be no doubt that in certain cases results are spoiled and considerable expense caused by using unsuitable containers.

As far as initial expense goes cast-iron boxes are probably the most expedient, but although they will withstand the necessary temperatures they are liable to split and crack, and when they get out of shape there is much difficulty in straightening them.

The most suitable material in most cases is steel boiler plate 3/8 or 1/2 in. thick, which can be made with welded joints and will last well.

The sizes of the boxes employed depend to a great extent on the nature of the work being done, but care should be exercised to avoid putting too much in one box, as smaller ones permit the heat to penetrate more quickly, and one test piece is sufficient to give a good indication of what has taken place. If it should be necessary to use larger boxes it is advisable to put in three or four test pieces in different positions to ascertain if the penetration of carbon has been satisfactory in all parts of the box, as it is quite possible that the temperature of the muffle is not the same at all points, and a record shown by one test piece would not then be applicable to all the parts contained in the box. It has been found that the rate of carbon penetration increases with the gas pressure around the articles being carburized, and it is therefore necessary to be careful in sealing up the boxes after packing. When the articles are placed within and each entirely surrounded by compound so that the compound reaches to within 1 in. of the top of the box a layer of clay should be run around the inside of the box on top of the compound. The lid, which should be a good fit in the box, is then to be pressed on top of this, and another layer of clay run just below the rim of the box on top of the cover.

A SATISFACTORY LUTING MIXTURE

A mixture of fireclay and sand will be found very satisfactory for closing up the boxes, and by observing the appearance of the work when taken out we can gage the suitability of the methods employed, for unless the boxes are carefully sealed the work is generally covered with dark scales, while if properly done the articles will be of a light gray.

By observing the above recommendations reliable results can be obtained, and we can expect uniform results after quenching.

GAS CONSUMPTION FOR CARBURIZING

Although the advantages offered by the gas-fired furnace for carburizing have been generally recognized in the past from points of view as close temperature regulation, decreased attendance, and greater convenience, very little information has been published regarding the consumption of gas for this process. It has therefore been a matter of great difficulty to obtain authentic information upon this point, either from makers or users of such furnaces.

In view of this, the details of actual consumption of gas on a regular customer's order job will be of interest. The "Revergen" furnace, manufactured by the Davis Furnace Company, Luton, Bedford, England, was used on this job, and is provided with regenerators and fired with illuminating gas at ordinary pressure, the air being introduced to the furnace at a slight pressure of 3 to 4 in. water gage. The material was charged into a cold furnace, raised to 1,652 deg.F., and maintained at that temperature for 8 hr. to give the necessary depth of case. The work consisted of automobile gears packed in six boxes, the total weight being 713 lb. The required temperature of 1,652 deg.F. was obtained in 70 min. from lighting up, and a summary of the data is shown in the following table:

Cubic Foot Total Per Pound Number of of Load Cubic Foot Gas to raise furnace and charge from cold to 1,652 deg.F., 70 min. 1.29 925 Gas to maintain 1,652 deg.F. for 1st hour 0.38 275 Gas to maintain 1,652 deg.F. for 2nd hour 0.42 300 Gas to maintain 1,652 deg.F. for 3rd hour 0.38 275 Gas to maintain 1,652 deg.F. for 4th hour 0.42 300 Gas to maintain 1,652 deg.F. for 5th hour 0.49 350 Gas to maintain 1,652 deg.F. for 6th hour 0.49 350 Gas to maintain 1,652 deg.F. for 7th hour 0.45 325 Gas to maintain 1,652 deg.F. for 8th hour 0.45 325

The overall gas consumption for this run of 9 hr. 10 min. was only 4.8 cu. ft. per pound of load.

THE CARE OF CARBURIZING COMPOUNDS

Of all the opportunities for practicing economy in the heat-treatment department, there is none that offers greater possibilities for profitable returns than the systematic cleaning, blending and reworking of artificial carburizers, or compounds.

The question of whether or not it is practical to take up the work depends upon the nature of the output. If the sole product of the hardening department consists of a 1.10 carbon case or harder, requiring a strong highly energized material of deep penetrative power such as that used in the carburizing of ball races, hub-bearings and the like, it would be best to dispose of the used material to some concern whose product requires a case with from 0.70 to 0.90 carbon, but where there is a large variety of work the compound may be so handled that there will be practically no waste.

This is accomplished with one of the most widely known artificial carburizers by giving all the compound in the plant three distinct classifications: "New," being direct from the maker; "half and half," being one part of new and one part first run; and "2 to 1," which consists of two parts of old and one part new.

SEPARATING THE WORK FROM THE COMPOUND

During the pulling of the heat, the pots are dumped upon a cast-iron screen which forms a table or apron for the furnace. Directly beneath this table is located one of the steel conveyor carts, shown in Fig. 43, which is provided with two wheels at the rear and a dolly clevis at the front, which allows it to be hauled away from beneath the furnace apron while filled with red-hot compound. A steel cover is provided for each box, and the material is allowed to cool without losing much of the evolved gases which are still being thrown off by the compound.



As this compound comes from the carburizing pots it contains bits of fireclay which represent a part of the luting used for sealing, and there may be small parts of work or bits of fused material in it as well. After cooling, the compound is very dusty and disagreeable to handle, and, before it can be used again, must be sifted, cleaned and blended.

Some time ago the writer was confronted with this proposition for one of the largest consumers of carburizing compound in the world, and the problem was handled in the following manner: The cooled compound was dumped from the cooling cars and sprinkled with a low-grade oil which served the dual purposes of settling the dust and adding a certain percentage of valuable hydrocarbon to the compound. In Fig. 44 is shown the machine that was designed to do the cleaning and blending.

BLENDING THE COMPOUND

Essentially, this consists of the sturdy, power-driven separator and fanning mill which separates the foreign matter from the compound and elevates it into a large settling basin which is formed by the top of the steel housing that incloses the apparatus. After reaching the settling basin, the compound falls by gravity into a power-driven rotary mixing tub which is directly beneath the settling basin. Here the blending is done by mixing the proper amount of various grades of material together. After blending the compound, it is ready to be stored in labeled containers and delivered to the packing room.

It will be seen that by this simple system there is the least possible loss of energy from the compound. The saving commences the moment the cooling cart is covered and preserves the valuable dust which is saved by the oiling and the settling basin of the blending machine.

Then, too, there is the added convenience of the packers who have a thoroughly cleaned, dustless, and standardized product to work with. Of course, this also tends to insure uniformity in the case-hardening operation.

With this outfit, one man cleans and blends as much compound in one hour as he formerly did in ten.



CHAPTER VII

HEAT TREATMENT OF STEEL

Heat treatment consists in heating and cooling metal at definite rates in order to change its physical condition. Many objects may be attained by correct heat treatment, but nothing much can be expected unless the man who directs the operations knows what is the essential difference in a piece of steel at room temperature and at a red heat, other than the obvious fact that it is hot. The science of metallography has been developed in the past 25 years, and aided by precise methods of measuring temperature, has done much to systematize the information which we possess on metallic alloys, and steel in particular.

CRITICAL POINTS

One of the most important means of investigating the properties of pure metals and their alloys is by an examination of their heating and cooling curves. Such curves are constructed by taking a small piece and observing and recording the temperature of the mass at uniform intervals of time during a uniform heating or cooling. These observations, when plotted in the form of a curve will show whether the temperature of the mass rises or falls uniformly.

The heat which a body absorbs serves either to raise the temperature of the mass or change its physical condition. That portion of the heat which results in an increase in temperature of the body is called "sensible heat," inasmuch as such a gain in heat is apparent to the physical senses of the observer. If heat were supplied to the body at a uniform rate, the temperature would rise continuously, and if the temperature were plotted against time, a smooth rising curve would result. Or, if sensible heat were abstracted from the body at a uniform rate, a time-temperature curve would again be a smooth falling curve. Such a curve is called a "cooling curve."

However, we find that when a body is melting, vaporizing, or otherwise suffering an abrupt change in physical properties, a quantity of heat is absorbed which disappears without changing the temperature of the body. This heat absorbed during a change of state is called "latent heat," because it is transformed into the work necessary to change the configuration and disposition of the molecules in the body; but it is again liberated in equal amount when the reverse change takes place.

From these considerations it would seem that should the cooling curve be continuous and smooth, following closely a regular course, all the heat abstracted during cooling is furnished at the expense of a fall in temperature of the body; that is to say, it disappears as "sensible heat." These curves, however, frequently show horizontal portions or "arrests" which denote that at that temperature all of the heat constantly radiating is being supplied by internal changes in the alloy itself; that is, it is being supplied by the evolution of a certain amount of "latent heat."

In addition to the large amount of heat liberated when a metal solidifies, there are other changes indicated by the thermal analysis of many alloys which occur after the body has become entirely solidified. These so-called transformation points or ranges may be caused by chemical reactions taking place within the solid, substances being precipitated from a "solid solution," or a sudden change in some physical property of the components, such as in magnetism, hardness, or specific gravity.

It may be difficult to comprehend that such changes can occur in a body after it has become entirely solidified, owing to the usual conception that the particles are then rigidly fixed. However, this rigidity is only comparative. The molecules in the solid state have not the large mobility they possess as a liquid, but even so, they are still moving in circumscribed orbits, and have the power, under proper conditions, to rearrange their position or internal configuration. In general, such rearrangement is accompanied by a sudden change in some physical property and in the total energy of the molecule, which is evidenced by a spontaneous evolution or absorption of latent heat.

Cooling curves of the purest iron show at least two well-defined discontinuities at temperatures more than 1,000 deg.F., below its freezing-point. It seems that the soft, magnetic metal so familiar as wrought iron, and called "alpha iron" or "ferrite" by the metallurgist, becomes unstable at about 1,400 deg.F. and changes into the so-called "beta" modification, becoming suddenly harder, and losing its magnetism. This state in turn persists no higher than 1,706 deg.C., when a softer, non-magnetic "gamma" iron is the stable modification up to the actual melting-point of the metal. These various changes occur in electrolytic iron, and therefore cannot be attributed to any chemical reaction or solution; they are entirely due to the existence of "allotropic modifications" of the iron in its solid state.



Steels, or iron containing a certain amount of carbon, develop somewhat different cooling curves from those produced by pure iron. Figure 45 shows, for instance, some data observed on a cooling piece of 0.38 per cent carbon steel, and the curve constructed therefrom. It will be noted that the time was noted when the needle on the pyrometer passed each dial marking. If the metal were not changing in its physical condition, the time between each reading would be nearly constant; in fact for a time it required about 50 sec. to cool each unit. When the dial read about 32.5 (corresponding in this instrument to a temperature of 775 deg.C. or 1,427 deg.F.) the cooling rate shortened materially, 55 sec. then 65, then 100, then 100; showing that some change inside the metal was furnishing some of the steadily radiating heat. This temperature is the so-called "upper critical" for this steel. Further down, the "lower critical" is shown by a large heat evolution at 695 deg.C. or 1,283 deg.F.

Just the reverse effects take place upon heating, except that the temperatures shown are somewhat higher—there seems to be a lag in the reactions taking place in the steel. This is an important point to remember, because if it was desired to anneal a piece of 0.38 carbon steel, it is necessary to heat it up to and beyond 1,476 deg. F. (1,427 deg.F. plus this lag, which may be as much as 50 deg.).

It may be said immediately that above the upper critical the carbon exists in the iron as a "solid solution," called "austenite" by metallographers. That is to say, it is uniformly distributed as atoms throughout the iron; the atoms of carbon are not present in any fixed combination, in fact any amount of carbon from zero to 1.7 per cent can enter into solid solution above the upper critical. However, upon cooling this steel, the carbon again enters into combination with a definite proportion of iron (the carbide "cementite," Fe3C), and accumulates into small crystals which can be seen under a good microscope. Formation of all the cementite has been completed by the time the temperature has fallen to the lower critical, and below that temperature the steel exists as a complex substance of pure iron and the iron carbide.

It is important to note that the critical points or critical range of a plain steel varies with its carbon content. The following table gives some average figures:

Carbon Content. Upper Critical. Lower Critical. 0.00 1,706 deg.F. 1,330 deg.F. 0.20 1,600 deg.F. 1,330 deg.F. 0.40 1,480 deg.F. 1,330 deg.F. 0.60 1,400 deg.F. 1,330 deg.F. 0.80 1,350 deg.F. 1,330 deg.F. 0.90 1,330 deg.F. 1,330 deg.F. 1.00 1,470 deg.F. 1,330 deg.F. 1.20 1,650 deg.F. 1,330 deg.F. 1.40 1,830 deg.F. 1,330 deg.F. 1.60 2,000 deg.F. 1,330 deg.F.

It is immediately noted that the critical range narrows with increasing carbon content until all the heat seems to be liberated at one temperature in a steel of 0.90 per cent carbon. Beyond that composition the critical range widens rapidly. Note also that the lower critical is constant in plain carbon steels containing no alloying elements.



This steel of 0.90 carbon content is an important one. It is called "eutectoid" steel. Under the microscope a properly polished and etched sample shows the structure to consist of thin sheets of two different substances (Fig. 46). One of these is pure iron, and the other is pure cementite. This structure of thin sheets has received the name "pearlite," because of its pearly appearance under sunlight. Pearlite is a constituent found in all annealed carbon steels. Pure iron, having no carbon, naturally would show no pearlite when examined under a microscope; only abutting granules of iron are delicately traced. The metallographist calls this pure iron "ferrite." As soon as a little carbon enters the alloy and a soft steel is formed, small angular areas of pearlite appear at the boundaries of the ferrite crystals (Fig. 47). With increasing carbon in the steel the volume of iron crystals becomes less and less, and the relative amount of pearlite increases, until arriving at 0.90 per cent carbon, the large ferrite crystals have been suppressed and the structure is all pearlite. Higher carbon steels show films of cementite outlining grains of pearlite (Fig. 48).

This represents the structure of annealed, slowly cooled steels. It is possible to change the relative sizes of the ferrite and cementite crystals by heat treatment. Large grains are associated with brittleness. Consequently one must avoid heat treatments which produce coarse grains.



In general it may be said that the previous crystalline structure of a steel is entirely obliterated when it passes just through the critical range. At that moment, in fact, the ferrite, cementite or pearlite which previously existed has lost its identity by everything going into the solid solution called austenite. If sufficient time is given, the chemical elements comprising a good steel distribute themselves uniformly through the mass. If the steel be then cooled, the austenite breaks up into new crystals of ferrite, cementite and pearlite; and in general if the temperature has not gone far above the critical, and cooling is not excessively slow, a very fine texture will result. This is called "refining" the grain; or in shop parlance "closing" the grain. However, if the heating has gone above the critical very far, the austenite crystals start to grow; a very short time at an extreme temperature will cause a large grain growth. Subsequent cooling gives a coarse texture, or an arrangement of ferrite, cementite and pearlite grains which is greatly coarsened, reflecting the condition of the austenite crystals from which they were born.

It maybe noted in passing that the coarse crystals of cast metal cannot generally be refined by heat treatment unless some forging or rolling has been done in the meantime. Heat treatment alone does not seem to be able to break up the crystals of an ingot structure.

HARDENING

Steel is hardened by quenching from above the upper critical. Apparently the quick cooling prevents the normal change back to definite and sizeable crystals of ferrite and cementite. Hardness is associated with this suppressed change. If the change is allowed to continue by a moderate reheating, like a tempering, the hardness decreases.

If a piece of steel could be cooled instantly, doubtless austenite could be preserved and examined. In the ordinary practice of hardening steels, the quenching is not so drastic, and the transformation of austenite back to ferrite and cementite is more or less completely effected, giving rise to certain transitory forms which are known as "martensite," "troostite," "sorbite," and finally, pearlite.

Austenite has been defined as a solid solution of cementite (Fe3C) in gamma iron. It is stable at various temperatures dependent upon its carbon content, which may be any amount up to the saturated solution containing 1.7 per cent. Austenite is not nearly as hard as martensite, owing to its content of the soft gamma iron. Fig. 49 shows austenite to possess the typical appearance of any pure, crystallized substance.

In the most quickly quenched high carbon steels, austenite commonly forms the ground mass which is interspersed with martensite, a large field of which is illustrated in Fig. 50. Martensite is usually considered to be a solid solution of cementite in beta iron. It represents an unstable condition in which the metal is caught during rapid cooling. It is very hard, and is the chief constituent of hardened high-carbon steels, and of medium-carbon nickel-steel and manganese-steel.

Troostite is of doubtful composition, but possibly is an unstable mixture of untransformed martensite with sorbite. It contains more or less untransformed material, as it is too hard to be composed entirely of the soft alpha modification, and it can also be tempered more or less without changing in appearance. Its normal appearance as rounded grains is given in Fig. 51; larger patches show practically no relief in their structure, and a photograph merely shows a dark, structureless area.



Sorbite is believed to be an early stage in the formation of pearlite, when the iron and iron carbide originally constituting the solid solution (austenite) have had an opportunity to separate from each other, and the iron has entirely passed into the alpha modification, but the particles are yet too small to be distinguishable under the microscope. It also, possibly, contains some incompletely transformed matter. Sorbite is softer and tougher than troostite, and is habitually associated with pearlite. Its components are tending to coagulate into pearlite, and will do so in a fairly short time at temperatures near the lower critical, which heat will furnish the necessary molecular freedom. The normal appearance, however, is the cloudy mass shown in Fig. 52.

Pearlite is a definite conglomerate of ferrite and cementite containing about six parts of the former to one of the latter. When pure, it has a carbon content of about 0.95 per cent. It represents the complete transformation of the eutectoid austenite accomplished by slow-cooling of an iron-carbon alloy through the transformation range. (See Fig. 46.)



These observations are competent to explain annealing and toughening practice. A quickly quenched carbon steel is mostly martensitic which, as noted, is a solid solution of beta iron and cementite, hard and brittle. Moderate reheating or annealing changes this structure largely into troostite, which is a partly transformed martensite, possessing much of the hardness of martensite, but with a largely increased toughness and shock resistance. This toughness is the chief characteristic of the next material in the transformation series, sorbite, which is merely martensite wholly transformed into a mixture of ultramicroscopic crystals of ferrite (alpha iron) and cementite (Fe3C).

"Tempering" or "drawing" should be restricted to mean moderate reheating, up to about 350 deg. C., forming troostitic steel. "Toughening" represents the practice of reheating hardened carbon steels from 350 deg. C. up to just below the lower critical, and forms sorbitic steel; while "annealing" refers to a heating for grain size at or above the transformation ranges, followed by a slow cooling. Any of these operations not only allows the transformations from austenite to pearlite to proceed, but also relieves internal stresses in the steel.

Normalizing is a heating like annealing, followed by a moderately rapid quench.

JUDGING THE HEAT OF STEEL

While the use of a pyrometer is of course the only way to have accurate knowledge as to the heat being used in either forging or hardening steels, a color chart will be of considerable assistance if carefully studied. These have been prepared by several of the steel companies as a guide, but it must be remembered that the colors and temperatures given are only approximate, and can be nothing else.



The Magnet Test.—The critical point can also be determined by an ordinary horse-shoe magnet. Touch the steel with a magnet during the heating and when it reaches the temperature at which steel fails to attract the magnet, or in other words, loses its magnetism, the critical point has been reached.

Figures 53 and 54 show how these are used in practice.

The first (Fig. 53) shows the use of a permanent horse-shoe magnet and the second (Fig. 54) an electro-magnet consisting of an iron rod with a coil or spool magnet at the outer end. In either case the magnet should not be allowed to become heated but should be applied quickly.



The work is heated up slowly in the furnace and the magnet applied from time to time. The steel being heated will attract the magnet until the heat reaches the critical point. The magnet is applied frequently and when the magnet is no longer attracted, the piece is at the lowest temperature at which it can be hardened properly. Quenching slightly above this point will give a tool of satisfactory hardness. The method applies only to carbon steels and will not work for modern high-speed steels.

HEAT TREATMENT OF GEAR BLANKS

This section is based on a paper read before the American Gear Manufacturers' Association at White Sulphur Springs, W. Va., Apr. 18, 1918.

Great advancement has been made in the heat treating and hardening of gears. In this advancement the chemical and metallurgical laboratory have played no small part. During this time, however, the condition of the blanks as they come to the machine shop to be machined has not received its share of attention.

There are two distinct types of gears, both types having their champions, namely, carburized and heat-treated. The difference between the two in the matter of steel composition is entirely in the carbon content, the carbon never running higher than 25-point in the carburizing type, while in the heat-treated gears the carbon is seldom lower than 35-point. The difference in the final gear is the hardness. The carburized gear is file hard on the surface, with a soft, tough and ductile core to withstand shock, while the heat-treated gear has a surface that can be touched by a file with a core of the same hardness as the outer surface.

ANNEALING WORK.—With the exception of several of the higher types of alloy steels, where the percentages of special elements run quite high, which causes a slight air-hardening action, the carburizing steels are soft enough for machining when air cooled from any temperature, including the finishing temperature at the hammer. This condition has led many drop-forge and manufacturing concerns to consider annealing as an unnecessary operation and expense. In many cases the drop forging has only been heated to a low temperature, often just until the piece showed color, to relieve the so-called hammer strains. While this has been only a compromise it has been better than no reheating at all, although it has not properly refined the grain, which is necessary for good machining conditions.

Annealing is heating to a temperature slightly above the highest critical point and cooling slowly either in the air or in the furnace. Annealing is done to accomplish two purposes: (1) to relieve mechanical strains and (2) to soften and produce a maximum refinement of grain.

PROCESS OF CARBURIZING.—Carburizing imparts a shell of high-carbon content to a low-carbon steel. This produces what might be termed a "dual" steel, allowing for an outer shell which when hardened would withstand wear, and a soft ductile core to produce ductility and withstand shock. The operation is carried out by packing the work to be carburized in boxes with a material rich in carbon and maintaining the box so charged at a temperature in excess of the highest critical point for a length of time to produce the desired depth of carburized zone. Generally maintaining the temperature at 1,650 to 1,700 deg. F. for 7 hr. will produce a carburized zone 1/32 in. deep.

Heating to a temperature slightly above the highest critical point and cooling suddenly in some quenching medium, such as water or oil hardens the steel. This treatment produces a maximum refinement with the maximum strength.

Drawing to a temperature below the highest critical point (the temperature being governed by the results required) relieves the hardening strains set up by quenching, as well as the reducing of the hardness and brittleness of hardened steel.

EFFECTS OF PROPER ANNEALING.—Proper annealing of low-carbon steels causes a complete solution or combination to take place between the ferrite and pearlite, producing a homogeneous mass of small grains of each, the grains of the pearlite being surrounded by grains of ferrite. A steel of this refinement will machine to good advantage, due to the fact that the cutting tool will at all times be in contact with metal of uniform composition.

While the alternate bands of ferrite and pearlite are microscopically sized, it has been found that with a Gleason or Fellows gear-cutting machine that rough cutting can be traced to poorly annealed steels, having either a pronounced banded structure or a coarse granular structure.

TEMPERATURE FOR ANNEALING.—Theoretically, annealing should be accomplished at a temperature at just slightly above the critical point. However, in practice the temperature is raised to a higher point in order to allow for the solution of the carbon and iron to be produced more rapidly, as the time required to produce complete solution is reduced as the temperature increases past the critical point.

For annealing the simpler types of low-carbon steels the following temperatures have been found to produce uniform machining conditions on account of producing uniform fine-grain pearlite structure:

0.15 to 0.25 per cent carbon, straight carbon steel.—Heat to 1,650 deg.F. Hold at this temperature until the work is uniformly heated; pull from the furnace and cool in air.

0.15 to 0.25 per cent carbon, 1-1/2 per cent nickel, 1/2 per cent chromium steel.—Heat to 1,600 deg.F. Hold at this temperature until the work is uniformly heated; pull from the furnace and cool in air.

0.15 to 0.25 per cent carbon, 3-1/2 per cent nickel steel.—Heat to 1,575 deg.F. Hold at this temperature until the work is uniformly heated; pull from the furnace and cool in air.

CARE IN ANNEALING.—Not only will benefits in machining be found by careful annealing of forgings but the subsequent troubles in the hardening plant will be greatly reduced. The advantages in the hardening start with the carburizing operation, as a steel of uniform and fine grain size will carburize more uniformly, producing a more even hardness and less chances for soft spots. The holes in the gears will also "close in more uniformly," not causing some gears to require excessive grinding and others with just enough stock. Also all strains will have been removed from the forging, eliminating to a great extent distortion and the noisy gears which are the result.

With the steels used, for the heat-treated gears, always of a higher carbon content, treatment after forging is necessary for machining, as it would be impossible to get the required production from untreated forgings, especially in the alloy steels. The treatment is more delicate, due to the higher percentage of carbon and the natural increase in cementite together with complex carbides which are present in some of the higher types of alloys.

Where poor machining conditions in heat-treated steels are present they are generally due to incomplete solution of cementite rather than bands of free ferrite, as in the case of case-hardening steels. This segregation of carbon, as it is sometimes referred to, causes hard spots which, in the forming of the tooth, cause the cutter to ride over the hard metal, producing high spots on the face of the tooth, which are as detrimental to satisfactory gear cutting as the drops or low spots produced on the face of the teeth when the pearlite is coarse-grained or in a banded condition.

In the simpler carburized steels it is not necessary to test the forgings for hardness after annealing, but with the high percentages of alloys in the carburizing steels and the heat-treated steels a hardness test is essential.

To obtain the best results in machining, the microstructure of the metal should be determined and a hardness range set that covers the variations in structure that produce good machining results. By careful control of the heat-treating operation and with the aid of the Brinell hardness tester and the microscope it is possible to continually give forgings that will machine uniformly and be soft enough to give desired production. The following gives a few of the hardness numerals on steel used in gear manufacture that produce good machining qualities:

0.20 per cent carbon, 3 per cent nickel, 1-1/4; per cent chromium—Brinell 156 to 170.

0.50 per cent carbon, 3 per cent nickel, 1 per cent chromium—Brinell 179 to 187.

0.50 per cent carbon chrome-vanadium—Brinell 170 to 179.

THE INFLUENCE OF SIZE

The size of the piece influences the physical properties obtained in steel by heat treatment. This has been worked out by E. J. Janitzky, metallurgical engineer of the Illinois Steel Company, as follows:



"With an increase in the mass of steel there is a corresponding decrease in both the minimum surface hardness and depth hardness, when quenched from the same temperature, under identical conditions of the quenching medium. In other words, the physical properties obtained are a function of the surface of the metal quenched for a given mass of steel. Keeping this primary assumption in mind, it is possible to predict what physical properties may be developed in heat treating by calculating the surface per unit mass for different shapes and sizes. It may be pointed out that the figures and chart that follow are not results of actual tests, but are derived by calculation. They indicate the mathematical relation, which, based on the fact that the physical properties of steel are determined not alone by the rate which heat is lost per unit of surface, but by the rate which heat is lost per unit of weight in relation to the surface exposed for that unit. The unit of weight has for the different shaped bodies and their sizes a certain surface which determines their physical properties.

"For example, the surface corresponding to 1 lb. of steel has been computed for spheres, rounds and flats. For the sphere with a unit weight of 1 lb. the portion is a cone with the apex at the center of the sphere and the base the curved surface of the sphere (surface exposed to quenching). For rounds, a unit weight of 1 lb. may be taken as a disk or cylinder, the base and top surfaces naturally do not enter into calculation. For a flat, a prismatic or cylindrical volume may be taken to represent the unit weight. The surfaces that are considered in this instance are the top and base of the section, as these surfaces are the ones exposed to cooling."

The results of the calculations are as follows:

TABLE 20.—SPHERE

Diameter Surface per of sphere pound of steel X Y 8 in. 2.648 sq. in. 6 in. 3.531 sq. in. 4 in. 5.294 sq. in. 3 in. 7.062 sq. in. 2 in. 10.61 sq. in. XY = 21.185.

TABLE 21.—ROUND

Diameter Surface per of round pound of steel X Y 8.0 in. 1.765 sq. in. 6.0 in. 2.354 sq. in. 5.0 in. 2.829 sq. in. 4.0 in. 3.531 sq. in. 3.0 in. 4.708 sq. in. 2.0 in. 7.062 sq. in. 1.0 in. 14.125 sq. in. 0.5 in. 28.25 sq. in. 0.25 in. 56.5 sq. in. XY = 14.124.

TABLE 22.—FLAT

Thickness Surface per of flat pound of steel X Y 8.0 in. 0.8828 sq. in. 6.0 in. 1.177 sq. in. 5.0 in. 1.412 sq. in. 4.0 in. 1.765 sq. in. 3.0 in. 2.345 sq. in. 2.0 in. 3.531 sq. in. 1.0 in. 7.062 sq. in. 0.5 in. 14.124 sq. in. 0.25 in. 28.248 sq. in. XY = 7.062.

Having once determined the physical qualities of a certain specimen, and found its position on the curve we have the means to predict the decrease of physical qualities on larger specimens which receive the same heat treatment.

When the surfaces of the unit weight as outlined in the foregoing tables are plotted as ordinates and the corresponding diameters as abscissae, the resulting curve is a hyperbola and follows the law XY = C. In making these calculations the radii or one-half of the thickness need only to be taken into consideration as the heat is conducted from the center of the body to the surface, following the shortest path.

The equations for the different shapes are as follows:

For flats XY = 7.062 For rounds XY = 14.124 For spheres XY = 21.185

It will be noted that the constants increase in a ratio of 1, 2, and 3, and the three bodies in question will increase in hardness on being quenched in the same ratio, it being understood that the diameter of the sphere and round and thickness of the flat are equal.

Relative to shape, it is interesting to note that rounds, squares, octagons and other three axial bodies, with two of their axes equal, have the same surface for the unit weight.

For example:

Size Length Surface Weight Surface for 1 lb. 2 in. Sq. 12 in. 96.0 sq. in. 13.60 lb. 7.06 sq. in. 2 in. Round 12 in. 75.4 sq. in. 10.68 lb. 7.06 sq. in.

Although this discussion is at present based upon mathematical analysis, it is hoped that it will open up a new field of investigation in which but little work has been done, and may assist in settling the as yet unsolved question of the effect of size and shape in the heat treatment of steel.

HEAT-TREATING EQUIPMENT AND METHODS FOR MASS PRODUCTION

The heat-treating department of the Brown-Lipe-Chapin Company, Syracuse, N. Y., runs day and night, and besides handling all the hardening of tools, parts of jigs, fixtures, special machines and appliances, carburizes and heat-treats every month between 150,000 and 200,000 gears, pinions, crosses and other components entering into the construction of differentials for automobiles.

The treatment of the steel really begins in the mill, where the steel is made to conform to a specific formula. On the arrival of the rough forgings at the Brown-Lipe-Chapin factory, the first of a long series of inspections begins.

ANNEALING METHOD.—Forgings which are too hard to machine are put in pots with a little charcoal to cause a reducing atmosphere and to prevent scale. The covers are then luted on and the pots placed in the furnace. Carbon steel from 15 to 25 points is annealed at 1,600 deg.F. Nickel steel of the same carbon and containing in addition 3-1/2 per cent nickel is annealed at 1,450 deg.F. When the pots are heated through, they are rolled to the yard and allowed to cool. This method of annealing gives the best hardness for quick machining.

The requirements in the machine operations are very rigid and, in spite of great care and probably the finest equipment of special machines in the world, a small percentage of the product fails to pass inspection during or at the completion of the machine operations. These pieces, however, are not a loss, for they play an important part in the hardening process, indicating as they do the exact depth of penetration of the carburizing material and the condition of both case and core.

HEAT-TREATING DEPARTMENT.—The heat-treating department occupies an L-shaped building. The design is very practical, with the furnace and the floor on the same level so that there is no lifting of heavy pots. Fuel oil is used in all the furnaces and gives highly satisfactory results. The consumption of fuel oil is about 2 gal. per hour per furnace.

The work is packed in the pots in a room at the entrance to the heat-treatment building. Before packing, each gear is stamped with a number which is a key to the records of the analysis and complete heat treatment of that particular gear. Should a question at any time arise regarding the treatment of a certain gear, all the necessary information is available if the number on the gear is legible. For instance, date of treatment, furnace, carburizing material, position of the pot in the furnace, position of gear in pot, temperature of furnace and duration of treatment are all tabulated and filed for reference.

After marking, all holes and parts which are to remain uncarburized are plugged or luted with a mixture of kaolin and Mellville gravel clay, and the gear is packed in the carburizing material. Bohnite, a commercial carburizing compound is used exclusively at this plant. This does excellent work and is economical. Broadly speaking, the economy of a carburizing compound depends on its lightness. The space not occupied by work must be filled with compound; therefore) other things being equal, a compound weighing 25 lb. would be worth more than twice as much as one weighing 60 lb. per cubic foot. It has been claimed that certain compounds can be used over and over again, but this is only true in a limited way, if good work is required. There is, of course, some carbon in the compound after the first use, but for first-class work, new compound must be used each time.

THE PACKING DEPARTMENT.—In Fig. 56 is shown the packing pots where the work is packed. These are of malleable cast iron, with an internal vertical flange around the hole A. This fits in a bell on the end of the cast-iron pipe B, which is luted in position with fireclay before the packing begins. At C is shown a pot ready for packing. The crown gears average 10 to 12 in. in diameter and weigh about 11 lb. each. When placed in the pots, they surround the central tube, which allows the heat to circulate. Each pot contains five gears. Two complete scrap gears are in each furnace (i.e., gears which fail to pass machining inspection), and at the top of front pot are two or more short segments of scrap gear, used as test pieces to gage depth of case.



After filling to the top with compound, the lid D is luted on. Ten pots are then placed in a furnace. It will be noted that the pots to the right are numbered 1, 2, 3, 4, indicating the position they are to occupy in the furnace.

The cast-iron ball shown at E is small enough to drop through the pipe B, but will not pass through the hole A in the bottom of the pot. It is used as a valve to plug the bottom of the pot to prevent the carburizing compound from dropping through when removing the carburized gears to the quenching bath.

Without detracting from the high quality of the work, the metallurgist in this plant has succeeded in cutting out one entire operation and reducing the time in the hardening room by about 24 hr.

Formerly, the work was carburized at about 1,700 deg.F. for 9 hr. The pots were then run out into the yard and allowed to cool slowly. When cool, the work was taken out of the pots, reheated and quenched at 1,600 deg.F. to refine the core. It was again reheated to 1,425 deg.F. and quenched to refine the case. Finally, it was drawn to the proper temper.

SHORT METHOD OF TREATMENT.—In the new method, the packed pots are run into the case-hardening furnaces, which are heated to 1,600 deg.F. On the insertion of the cold pots, the temperature naturally falls. The amount of this fall is dependent upon a number of variables, but it averages nearly 500 deg.F. as shown in the pyrometer chart, Fig. 61. The work and furnace must be brought to 1,600 deg.F. Within 2-1/2 hr.; otherwise, a longer time will be necessary to obtain the desired depth of case. On this work, the depth of case required is designated in thousandths, and on crown gears, the depth in 0.028 in. Having brought the work to a temperature of 1,600 deg.F. the depth of case mentioned can be obtained in about 5-1/2 hr. by maintaining this temperature.

As stated before, at the top of each pot are several test pieces consisting of a whole scrap gear and several sections. After the pots have been heated at 1,600 deg.F. for about 5-1/4 hr., they are removed, and a scrap-section test-piece is quenched direct from the pot in mineral oil at not more than 100 deg.F. The end of a tooth of this is then ground and etched to ascertain the depth of case. As these test pieces are of exactly the same cross-section as the gears themselves, the carburizing action is similar. When the depth of case has been found from the etched test pieces to be satisfactory, the pots are removed. The iron ball then is dropped into the tube to seal the hole in the bottom of the pot; the cover and the tube are removed, and the gears quenched direct from the pot in mineral oil, which is kept at a temperature not higher than 100 deg.F.

THE EFFECT.—The heating at 1,600 deg.F. gives the first heat treatment which refines the core, which under the former high heat (1,700 deg.F.) was rendered coarsely crystalline. All the gears, including the scrap gears, are quenched direct from the pot in this manner.

The gears then go to the reheating furnaces, situated in front of a battery of Gleason quenching machines. These furnaces accommodate from 12 to 16 crown gears. The carbon-steel gears are heated in a reducing atmosphere to about 1,425 deg.F. (depending on the carbon content) placed in the dies in the Gleason quenching machine, and quenched between dies in mineral oil at less than 100 deg.F. The test gear receives exactly the same treatment as the others and is then broken, giving a record of the condition of both case and core.

AFFINITY OF NICKEL STEEL FOR CARBON.—The carbon- and nickel-steel gears are carburized separately owing to the difference in time necessary for their carburization. Practically all printed information on the subject is to the effect that nickel steel takes longer to carburize than plain carbon steel. This is directly opposed to the conditions found at this plant. For the same depth of case, other conditions being equal, a nickel-steel gear would require from 20 to 30 min. less than a low carbon-steel gear.

From the quenching machines, the gears go to the sand-blasting machines, situated in the wing of the heat-treating building, where they are cleaned. From here they are taken to the testing department. The tests are simple and at the same time most thorough.

TESTING AND INSPECTION OF HEAT TREATMENT.—The hard parts of the gear must be so hard that a new mill file does not bite in the least. Having passed this file test at several points, the gears go to the center-punch test. The inspector is equipped with a wooden trough secured to the top of the bench to support the gear, a number of center punches (made of 3/4-in. hex-steel having points sharpened to an angle of 120 deg.) and a hammer weighing about 4 oz. With these simple tools, supplemented by his skill, the inspector can feel the depth and quality of the case and the condition of the core. The gears are each tested in this way at several points on the teeth and elsewhere, the scrap gear being also subjected to the test. Finally, the scrap gear is securely clamped in the straightening press shown in Fig. 57. With a 3-1/2-lb. hammer and a suitable hollow-ended drift manipulated by one of Sandow's understudies, teeth are broken out of the scrap gear at various points. These give a record confirming the center-punch tests, which, if the angle of the center punch is kept at 120 deg. and the weight of the hammer and blow are uniform, is very accurate.

After passing the center-punch test the ends of the teeth are peened lightly with a hammer. If they are too hard, small particles fly off. Such gears are drawn in oil at a temperature of from 300 to 350 deg.F., depending on their hardness. Some builders prefer to have the extreme outer ends of the teeth drawn somewhat lower than the rest. This drawing is done on gas-heated red-hot plates, as shown at A in Fig. 58.



Nickel steel, in addition to all the tests given to carbon steel, is subjected to a Brinell test. For each steel, the temperature and the period of treatment are specific. For some unknown reason, apparently like material with like treatment will, in isolated cases, not produce like results. It then remains for the treatment to be repeated or modified, but the results obtained during inspection form a valuable aid to the metallurgist in determining further treatment.

TEMPERATURE RECORDING AND REGULATION.—Each furnace is equipped with pyrometers, but the reading and recording of all temperatures are in the hands of one man, who occupies a room with an opening into the end of the hardening department. The opening is about 15 ft. above the floor level. On each side of it, easily legible from all of the furnaces, is a board with the numbers of the various furnaces, as shown in Figs. 59 and 60. Opposite each furnace number is a series of hooks whereon are hung metal numbers representing the pyrometer readings of the temperature in that particular furnace. Within the room, as shown in Fig. 60, the indicating instrument is to the right, and to the left is a switchboard to connect it with the thermo-couples in the various furnaces. The boards shown to the right and the left swing into the room, which enables the attendant easily to change the numbers to conform to the pyrometer readings. Readings of the temperatures of the carburizing furnaces are taken and tabulated every ten minutes. These, numbered 1 to 10, are shown on the board to the right in Fig. 59. The card shown in Fig. 61 gives such a record. These records are filed away for possible future reference.



The temperatures of the reheating furnaces, numbered from 1 to 26 and shown on the board to the left in Fig. 59, are taken every 5 min.

Each furnace has a large metal sign on which is marked the temperature at which the furnace regulator is required to keep his heat. As soon as any variation from this is posted on the board outside the pyrometer room, the attendant sees it and adjusts the burners to compensate.



DIES FOR GLEASON TEMPERING MACHINES.—In Fig. 62 is shown a set of dies for the Gleason tempering machine. These accurately made dies fit and hold the gear true during quenching, thus preventing distortion.



Referring to Fig. 62, the die A has a surface B which fits the face of the teeth of the gear C. This surface is perforated by a large number of holes which permit the quenching oil to circulate freely. The die A is set in the upper end of the plunger A of the tempering machine, shown in Fig. 63, a few inches above the surface of the quenching oil in the tank N. Inside the die A are the centering jaws D, Fig. 62, which are an easy fit for the bore of the gear C. The inner surface of the centering jaws is in the shape of a female cone. The upper die is shown at E. In the center (separate from it, but a snug sliding fit in it) is the expander G, which, during quenching, enters the taper in the centering jaws D, expanding them against the bore of the gear C. The faces F of the upper die E fit two angles at the back of the gear and are grooved for the passage of the quenching oil. The upper die E is secured to the die carrier B, shown in Fig. 9, and inside the die is the expander G, which is backed up by compression springs.



HARDENING OPERATION.—Hardening a gear is accomplished as follows: The gear is taken from the furnace by the furnaceman and placed in the lower die, surrounding the centering jaws, as shown at H in Fig. 62 and C in Fig. 63. Air is then turned into the cylinder D, and the piston rod E, the die carrier B, the top die F and the expander G descend. The pilot H enters a hole in the center of the lower die, and the expander G enters the centering jaws I, causing them to expand and center the gear C in the lower die. On further advance of the piston rod E, the expander G is forced upward against the pressure of the springs J and the upper die F comes in contact with the upper surface of the gear. Further downward movement of the dies, which now clamp the work securely, overcomes the resistance of the pressure weight K (which normally keeps up the plunger A), and the gear is submerged in the oil. The quenching oil is circulated through a cooling system outside the building and enters the tempering machine through the inlet pipe L. When the machine is in the position shown, the oil passes out through the ports M in the lower plunger to the outer reservoir N, passing to the cooling system by way of the overflow O. When the lower plunger A is forced downward, the ports M are automatically closed and the cool quenching oil from the inlet pipe L, having no other means of escape, passes through the holes in the lower die and the grooves in the upper, circulating in contact with the surfaces of the gear and passes to the overflow. When the air pressure is released, the counterweights return the parts to the positions shown in Fig. 63, and the operator removes the gear.



The gear comes out uniformly hard all over and of the same degree of hardness as when tempered in an open tank. The output of the machine depends on the amount of metal to be cooled, but will average from 8 to 16 per hour. Each machine is served by one man, two furnaces being required to heat the work. A slight excess of oil is used in the firing of the furnaces to give a reducing atmosphere and to avoid scale.



CARBURIZING LOW-CARBON SLEEVES.—Low-carbon sleeves are carburized and pushed on malleable-iron differential-case hubs. Formerly, these sleeves were given two treatments after carburization in order to refine the case and the core, and then sent to the grinding department, where they were ground to a push fit for the hubs. After this they were pushed on the hubs. By the method now employed, the first treatment refines the core, and on the second treatment, the sleeves are pushed on the hub and at the same time hardened. This method cuts out the internal grinding time, pressing on hubs, and haulage from one department to another. Also, less work is lost through splitting of the sleeves.

The machine for pushing the sleeves on is shown in Fig. 64. At A is the stem on which the hot sleeve B is to be pushed. The carburized sleeves are heated in an automatic furnace, which takes them cold at the back and feeds them through to the front, by which time they are at the correct temperature. The loose mandrel C is provided with a spigot on the lower end, which fits the hole in the differential-case hub. The upper end is tapered as shown and acts as a pilot for the ram D. The action of pushing on and quenching is similar to the action of the Gleason tempering machine, with the exception that water instead of oil is used as a quenching medium. The speed of operation depends on a number of variables, but from 350 to 500 can be heated and pressed on in 11 hr.

CYANIDE BATH FOR TOOL STEELS.—All high-carbon tool steels are heated in a cyanide bath. With this bath, the heat can be controlled within 3 deg. The steel is evenly heated without exposure to the air, resulting in work which is not warped and on which there is no scale. The cyanide bath is, of course, not available for high-speed steel because of the very high temperatures necessary.

DROP FORGING DIES

The kind of steel used in the die of course influences the heat treatment it is to receive, but this also depends on the kind of work the die is to perform. If the die is for a forging which is machined all over and does not have to be especially close to size, where a variation of 1/16 in. is not considered excessive, a low grade steel will be perfectly satisfactory.

In cases of fine work, however, where the variation cannot be over 0.005 to 0.01 in. we must use a fine steel and prevent its going out of shape in the heating and quenching. A high quality crucible steel is suggested with about the following analysis: Carbon 0.75 per cent, manganese 0.25 per cent, silicon 0.15 per cent, sulphur 0.015 per cent, and phosphorus 0.015 per cent. Such a steel will have a decalescent point in the neighborhood of 1,355 deg.F. and for the size used, probably in a die of approximately 8 in., it will harden around 1,450 deg.F.

To secure best results care must be taken at every step. The block should be heated slowly to about 1,400 deg.F., the furnace closed tight and allowed to cool slowly in the furnace itself. It should not soak at the high temperature.

After machining, and before it is put in the furnace for hardening, it should be slowly preheated to 800 or 900 deg.F. This can be done in several ways, some putting the die block in front of the open door of a hardening furnace and keeping the furnace at about 1,000 deg.F. The main thing is to heat the die block very slowly and evenly.

The hardening heat should be very slow, 7 hr. being none too long for such a block, bringing the die up gradually to the quenching temperature of 1,450 deg.. This should be held for 1/2 hr. or even a little more, when the die can be taken out and quenched. There should be no guess work about the heating, a good pyrometer being the only safe way of knowing the correct temperature.

The quenching tank should be of good size and have a spray or stream of water coming up near the surface. Dip the die block about 3 in. deep and let the stream of water get at the face so as to play on the forms. By leaving the rest of the die out of the water, moving the die up and down a trifle to prevent a crack at the line of immersion, the back of the block is left tough while the face is very hard. To overcome the tendency to warp the face it is a good plan to pour a little water on the back of the die as this tends to even up the cooling. The depth to which the die is dipped can be easily regulated by placing bars across the tank at the proper depth.

After the scleroscope shows the die to be properly hardened, which means from 98 to 101, the temper should be drawn as soon as convenient. A lead pot in which the back of the die can be suspended so as to heat the back side, makes a good method. Or the die block can be placed back to the open door of a furnace. On a die of this size it may take several hours to draw it to the desired temper. This can be tested while warm by the scleroscope method, bearing in mind that the reading will not be the same as when cold. If the test shows from 76 to 78 while warm, the hardness when cold will be about 83, which is about right for this work.

S. A. E. HEAT TREATMENTS

The Society of Automotive Engineers have adopted certain heat treatments to suit different steels and varying conditions. These have already been referred to on pages 39 to 41 in connection with the different steels used in automobile practice. These treatments are designated by letter and correspond with the designations in the table.

HEAT TREATMENTS

Heat Treatment A

After forging or machining: 1. Carbonize at a temperature between 1,600 deg.F. and 1,750 deg.F. (1,650-1,700 deg.F. desired.) 2. Cool slowly or quench. 3. Reheat to 1,450-1,500 deg.F. and quench.

Heat Treatment B

After forging or machining: 1. Carbonize between 1,600 deg.F. and 1,750 deg.F. (1,650-1,700 deg.F. Desired.) 2. Cool slowly in the carbonizing mixture. 3. Reheat to 1,550-1,625 deg.F. 4. Quench. 5. Reheat to 1,400-1,450 deg.F. 6. Quench. 7. Draw in hot oil at 300 to 450 deg.F., depending upon the degree of hardness desired.

Heat Treatment D

After forging or machining: 1. Heat to 1,500-1,600 deg.F. 2. Quench. 3. Reheat to 1,450-1,500 deg.F. 4. Quench. 5. Reheat to 600-1,200 deg.F. and cool slowly.

Heat Treatment E

After forging or machining: 1. Heat to 1,500-1,550 deg.F. 2. Cool slowly. 3. Reheat to 1,450-1,500 deg.F. 4. Quench. 5. Reheat to 600-1,200 deg.F. and cool slowly.

Heat Treatment F

After shaping or coiling: 1. Heat to 1,425-1,475 deg.F. 2. Quench in oil. 3. Reheat to 400-900 deg.F., in accordance with temper desired and cool slowly.

Heat Treatment G

After forging or machining: 1. Carbonize at a temperature between 1,600 deg.F. and 1,750 deg.F. (1,650-1,700 deg.F. desired). 2. Cool slowly in the carbonizing mixture. 3. Reheat to 1,500-1,550 deg.F. 4. Quench. 5. Reheat to 1,300-1,400 deg.F. 6. Quench. 7. Reheat to 250-500 deg.F. (in accordance with the necessities of the case) and cool slowly.

Heat Treatment H

After forging or machining: 1. Heat to 1,500-1,600 deg.F. 2. Quench. 3. Reheat to 600-1,200 deg.F. and cool slowly.

Heat Treatment K

After forging or machining: 1. Heat to 1,500-1,550 deg.F. 2. Quench. 3. Reheat to 1,300-1,400 deg.F. 4. Quench. 5. Reheat to 600-1,200 deg.F. and cool slowly.

Heat Treatment L

After forging or machining: 1. Carbonize between 1,600 deg.F. and 1,750 deg.F. (1,650-1,700 deg.F. desired). 2. Cool slowly in the carbonizing mixture. 3. Reheat to 1,400-1,500 deg.F. 4. Quench. 5. Reheat to 1,300-1,400 deg.F. 6. Quench. 7. Reheat to 250-500 deg.F. and cool slowly.

Heat Treatment M

After forging or machining: 1. Heat to 1,450-1,500 deg.F. 2. Quench. 3. Reheat to 500-1.250 deg.F. and cool slowly.

Heat Treatment P

After forging or machining: 1. Heat to 1,450-1,500 deg.F. 2. Quench. 3. Reheat to 1,375-1,450 deg.F. slowly. 4. Quench. 5. Reheat to 500-1,250 deg.F. and cool slowly.

Heat Treatment Q

After forging: 1. Heat to 1,475-1,525 deg.F. (Hold at this temperature one-half hour, to insure thorough heating.) 2. Cool slowly. 3. Machine. 4. Reheat to 1,375-1,425 deg.F. 5. Quench. 6. Reheat to 250-550 deg.F. and cool slowly.

Heat Treatment R

After forging: 1. Heat to 1,500-1,550 deg.F. 2. Quench in oil. 3. Reheat to 1,200-1,300 deg.F. (Hold at this temperature three hours.) 4. Cool slowly. 5. Machine. 6. Reheat to 1,350-1,450 deg.F. 7. Quench in oil. 8. Reheat to 250-500 deg.F. and cool slowly.

Heat Treatment S

After forging or machining: 1. Carbonize at a temperature between 1,600 and 1,750 deg.F. (1,650-1,700 deg.F. Desired.) 2. Cool slowly in the carbonizing mixture. 3. Reheat to 1,650-1,750 deg.F. 4. Quench. 5. Reheat to 1,475-1,550 deg.F. 6. Quench. 7. Reheat to 250-550 deg.F. and cool slowly.

Heat Treatment T

After forging or machining: 1. Heat to 1,650-1,750 deg.F. 2. Quench. 3. Reheat to 500-1,300 deg.F. and cool slowly.

Heat Treatment U

After forging: 1. Heat to 1,525-1,600 deg.F. (Hold for about one-half hour.) 2. Cool slowly. 3. Machine. 4. Reheat to 1,650-1,700 deg.F. 5. Quench. 6. Reheat to 350-550 deg.F. and cool slowly.

Heat Treatment V

After forging or machining: 1. Heat to 1,650-1,750 deg.F. 2. Quench. 3. Reheat to 400-1,200 deg.F. and cool slowly.

RESTORING OVERHEATED STEEL

The effect of heat treatment on overheated steel is shown graphically in Fig. 65 to the series of illustrations on pages 137 to 144. This was prepared by Thos. Firth & Sons, Ltd., Sheffield, England.



The center piece Fig. 65 represents a block of steel weighing about 25 lb. The central hole accommodated a thermo-couple which was attached to an autographic recorder. The curve is a copy of the temperature record during heating and cooling. Into the holes in the side of the block small pegs of overheated mild steel were inserted. One peg was withdrawn and quenched at each of the temperatures indicated by the numbered arrows, and after suitable preparation these pegs were photographed in order to show the changes in structure taking place during heating and cooling operations. The illustrations here reproduced are selected from those photographs with the object of presenting pictorially the changes involved in the refining of overheated steel or steel castings. Figures 66 to 79 with their captions show much that is of value to steel users.



CHAPTER IX

HARDENING CARBON STEEL FOR TOOLS

For years the toolmaker had full sway in regard to make of steel wanted for shop tools, he generally made his own designs, hardened, tempered, ground and usually set up the machine where it was to be used and tested it.

Most of us remember the toolmaker during the sewing machine period when interchangeable tools were beginning to find their way; rather cautiously at first. The bicycle era was the real beginning of tool making from a manufacturing standpoint, when interchangeable tools for rapid production were called for and toolmakers were in great demand. Even then, jigs, and fixtures were of the toolmaker's own design, who practically built every part of it from start to finish.

The old way, however, had to be changed. Instead of the toolmaker starting his work from cutting off the stock in the old hack saw, a place for cutting off stock was provided. If, for instance, a forming tool was wanted, the toolmaker was given the master tool to make while an apprentice roughed out the cutter. The toolmaker, however, reserved the hardening process for himself. That was one of the particular operations that the old toolmaker refused to give up. It seemed preposterous to think for a minute that any one else could possibly do that particular job without spoiling the tools, or at least warp it out of shape (most of us did not grind holes in cutters 15 to 20 years ago); or a hundred or more things might happen unless the toolmaker did his own hardening and tempering.

That so many remarkably good tools were made at that time is still a wonder to many, when we consider that the large shop had from 30 to 40 different men, all using their own secret compounds, heating to suit eyesight, no matter if the day was bright or dark, and then tempering to color. But the day of the old toolmaker has changed. Now a tool is designed by a tool designer, O.K.'d, and then a print goes to the foreman of the tool department, who specifies the size and gets the steel from the cutting-off department. After finishing the machine work it goes to the hardening room, and this is the problem we shall now take up in detail.

THE MODERN HARDENING ROOM.—A hardening room of today means a very different place from the dirty, dark smithshop in the corner with the open coal forge. There, when we wanted to be somewhat particular, we sometimes shoveled the coal cinders to one side and piled a great pile of charcoal on the forge. We now have a complete equipment; a gas- or oil-heating furnace, good running water, several sizes of lead pots, and an oil tank large enough to hold a barrel of oil. By running water, we mean a large tank with overflow pipes giving a constant supply. The ordinary hardening room equipment should consist of:

Gas or oil muffle furnace for hardening. Gas or oil forge furnace. A good size gas or oil furnace for annealing and case-hardening. A gas or oil furnace to hold lead pots. Oil tempering tank, gas- or oil-heated. Pressure blower. Large oil tank to hold at least a barrel of oil. Big water tank with screen trays connected with large pipe from bottom with overflow. Straightening press. The furnace should be connected with pyrometers and tempering tank with a thermometer.

Beside all this you need a good man. It does not make much difference how completely the hardening department is fitted up, if you expect good work, a small percentage of loss and to be able to tackle anything that comes along, you must have a good man, one who understands the difference between low- and high-carbon steel, who knows when particular care must be exercised on particular work. In other words, a man who knows how his work should be done, and has the intelligence to follow directions on treatments of steel on which he has had no experience.

Jewelers' tools, especially for silversmith's work, probably have to stand the greatest punishment of any all-steel tools and to make a spoon die so hard that it will not sink under a blow from an 1,800-lb. hammer with a 4-ft. drop, and still not crack, demands careful treatment.

To harden such dies, first cover the impression on the die with paste made from bone dust or lampblack and oil. Place face down in an iron box partly filled with crushed charcoal, leaving back of die uncovered so that the heat can be seen at all times. Heat slowly in furnace to a good cherry red. The heat depends on the quality and the analysis of steel and the recommended actions of the steel maker should be carefully followed. When withdrawn from the fire the die should be quenched as shown in Fig. 80 with the face of die down and the back a short distance out of the water. When the back is black, immerse all over.



If such a tank is not at hand, it would pay to rig one up at once, although a barrel of brine may be used, or the back of the die may be first immersed to a depth of about 1/2 in. When the piece is immersed, hold die on an angle as in Fig. 81.



This is for the purpose of expelling all steam bubbles as they form in contact with hot steel. We are aware of the fact that a great many toolmakers in jewelry shops still cling to the overhead bath, as in Fig. 82, but more broken pieces and more dies with soft spots are due to this method than to all the others combined, as the water strikes one spot in force, contracting the surface so much faster than the rest of the die that the results are the same as if an uneven heating had been given the steel.

TAKE TIME FOR HARDENING.—Uneven heating and poor quenching has caused loss of many very valuable dies, and it certainly seems that when a firm spends from $75 to $450 in cutting a die that a few hours could be spared for proper hardening. But the usual feeling is that a tool must be hurried as soon as the hardener gets it, and if a burst die is the result from either uneven or overheated steel and quenching same without judgment, the steel gets the blame.



Give the steel a chance to heat properly, mix a little common sense with "your 30 years experience on the other fellows steel." Remember that high-carbon steel hardens at a lower heat than low-carbon steel, and quench when at the right heat in the two above ways, and 99 per cent of the trouble will vanish.

When a die flies to pieces in quenching, don't rush to the superintendent with a "poor-steel" story, but find out first why it broke so that the salesman who sold it will not be able to harden piece after piece from the same bar satisfactorily. If you find a "cold short," commonly called "a pipe," you can lay the blame on the steelmaker. If it is a case of overheating and quenching when too hot, you will find a coarse grain with many bright spots like crystals to the hardening depth. If uneven heating is the cause, you will find a wider margin of hardening depth on one side than on the other, or find the coarse grain from over-heating on one side while on the other you will find a close grain, which may be just right. If you find any other faults than a "pipe," or are not able to harden deep enough, then take the blame like a man and send for information. The different steel salesmen are good fellows and most of them know a thing or two about their own business.

For much work a cooling bath at from 50 to 75 deg.F. is very good both for small hobs, dies, cutter plates or plungers. Some work will harden best in a barrel of brine, but in running cold water, splendid results will be obtained. Cutter plates should always be dipped corner first and if any have stripper holes, they should first be plugged with asbestos or fire clay cement.

In general it may be said that the best hardening temperature for carbon steel is the lowest temperature at which it will harden properly.

CARBON IN TOOL STEEL

Carbon tool steel, or "tool steel" as it is commonly called, usually contains from 80 to 125 points (or from 0.80 to 1.25 per cent) of carbon, and none of the alloys which go to make up the high speed steels. This was formerly known also as crucible or "cast" steel, or crucible cast steel, from the way in which it was made. This was before the days of steel castings. The advent of these caused so much confusion that the term was soon dropped. When we say "tool steel," we nearly always refer to carbon-tool steel, high-speed steel being usually designated by that name.

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