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This work establishes the relationship between core hardness, case hardness, and case depth on susceptibility to hydrogen embrittlement of case hardened steel fasteners. Such fasteners have a high surface hardness in order to create their own threads in a mating hole, and are commonly used to attach bracketry and sheet metal in automotive applications. While case hardened fasteners have been studied previously, there are currently no processing guidelines supported by quantitative data for fastener standards. Through sustained load embrittlement testing techniques, the susceptibility of case hardened steel tapping screws to internal and environmental hydrogen embrittlement is examined. Further characterization of the fastener samples through microhardness testing, microstructure review, and fracture surface examination allows the investigation of susceptibility thresholds. It is shown that core hardness is the primary consideration for susceptibility.

A series of bending fatigue tests were conducted and S-N data were obtained for two groups of 4320 steel samples: (1) carburized, quenched and tempered, (2) carburized, quenched, tempered and shot peened. Shot peening improved the fatigue life and endurance limit. The S-N data exhibited large scatter, especially for carburized samples and at the high cycle life regime. Sample characterization work was performed and scatter bands were established for residual stress distributions, in addition to fracture and fatigue properties for 4320 steel. Moreover, a fatigue life analysis was performed using fracture mechanics and strain life fatigue theories. Scatter in S-N curves was established computationally by using the lower bound and upper bound in materials properties, residual stress and IGO depth in the input data. The results for fatigue life analysis, using either computational fracture mechanics or strain life theory, agreed reasonably well with the test data.

The effectiveness of three different techniques, designed to improve the bending fatigue life in comparison to conventionally processed gas-carburized 8620 steel, were evaluated with modified Brugger bending fatigue specimens and actual ring and pinion gears. The bending fatigue samples were machined from forged gear blanks from the same lot of material used for the pinion gear tests, and all processing of laboratory samples and gears was done together. Fatigue data were obtained on standard as-carburized parts and after three special processing histories: shot-peening to increase surface residual stresses; double heat treating to refined austenite grain size; and vacuum carburizing to minimize intergranular oxidation. Standard room-temperature S-N curves and endurance limits were obtained with the laboratory samples. The pinions were run as part of a complete gear set on a laboratory dynamometer and data were obtained at two imposed torque levels.