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In the second edition of this best-selling book, new information and references are integrated into chapters. Emphasis is still on processing, alloying, microstructure, deformation, fracture and properties of major steel types ranging from low-carbon sheet steels, pearlitic rail and wire steels, to quench and tempered medium- and high-carbon martensitic steels. Microstructural aspects of steelmaking, hardenability, tempering, surface hardening, and embrittlement phenomena are updated, and chapters on stainless and tool steels remain in the second edition. The work is intended to be tutorial and is an essential state-of-the-art reference for anyone that makes, uses, studies and designs with steel.

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 effect of B and Si additions on fracture and fatigue performance of vacuum carburized 4320 steel and modifications of 4320 steel containing additions of Si (1.0 and 2.0 wt pct) and B (0 and 17 ppm) was evaluated by bending fatigue testing. Three rates of gas quenching, in 10 bar nitrogen and 15 and 20 bar helium, were used to cool specimens after carburizing. The B, protected by Ti additions, together with the Si additions, increased core hardenability. The B/Si modified steels showed no improvement in fatigue resistance, as measured by endurance limits established by 10 million cycle runouts without fracture. However, scanning electron microscopy showed that Si reduced sensitivity to intergranular fracture or quench embrittlement, a major cause of bending fatigue crack initiation, and contributed to variable fatigue performance, with both low-cycle failures and runout performance at applied stresses significantly above measured endurance limits.

To improve fuel economy and possibly reduce product cost, light weight and high power density has been a development goal for commercial vehicle axle components. Light weight materials, such as aluminum alloys and polymer materials, as well as polymer matrix composite materials have been applied in various automotive components. However it is still a huge challenge to apply light weight materials in components which are subject to heavy load and thus have high stresses, such as gears for commercial vehicle axles or transmissions. To understand and illustrate this challenge, in this paper we will report and review the current state of art of carburized gear steels properties and performance.

Prediction of fatigue performance of large structures and components is generally done through the use of a fatigue analysis software, FEA stress/strain analysis, load spectra, and materials properties generated from laboratory tests with small specimens. Prior experience and test data has shown that a specimen size effect exists, i.e. the fatigue strength or endurance limit of large members is lower than that of small specimens made of same material. Obviously, the size effect is an important issue in fatigue design of large components. However a precise experimental study of the size effect is very difficult for several reasons. It is difficult to prepare geometrically similar specimens with increased volume which have the same microstructures and residual stress distributions throughout the entire material volume to be tested. Fatigue testing of large samples can also be a problem due to the limitation of load capacity of the test systems available.

A nano-composite high strength (NCHS) steel was tested and evaluated in this work. Monotonic tension, strain controlled fatigue and fracture toughness tests were conducted at ambient temperature. Chemical composition, microstructure and fractography analysis were also performed. The NCHS steel showed excellent combination of high strength, high ductility and high fracture toughness with relatively low alloy content, compared with a S7 tool steel. Fatigue performance of the NCHS steel was also better than that of S7 tool steel. With the exceptional combination of high strength and high fracture toughness, the nano-composite high strength steel may have potential applications in gears, shafts, tools and dies where high fatigue performance, shock load resistance, wear and corrosion resistance is required.

As a part of a major research program with the aim of improving heavy truck drive axle fuel efficiency, this work focuses on seal friction torque test development and establishing pinion seal and wheel seal friction torque baseline data. Pinion seal and wheel seal friction torque was measured. The effect of speed and temperature on pinion seal friction torque was assessed. The effect of several coatings on pinion seal friction torque was evaluated. Pinion seal friction torque was also calculated and calculation result was compared with test data. Finally the impact of seal friction and bearing friction on total drive axle power loss was discussed.

This book is a comprehensive guide to the broad, dynamic physical metallurgy of steels. Contents include the: interrelationships between chemistry, processing, structure, and performance--the elements of physical metallurgy--are integrated for all the types of steel; evolution, characterization, and performance of steel microstructures are described, with increased emphasis on deformation and fracture; thermal processing and its effect on steels; low carbon sheet steels, together with strengthening mechanisms, developments in microalloyed forging steels, steels with bainitic and a variety of ferritic microstructures, quench and tempered steel performance, high-carbon steels for rail and ultra-high strength wire, and the causes of low toughness and embrittlement Principles, concepts, and understanding of microstructural evolution and performance, within the framework of processing and properties, are illustrated, by plots of data, micrographs and schematic diagrams.

The effects of elevated testing temperature on the fatigue behavior of carburized steel were evaluated by testing modified Brügger bending fatigue specimens at room temperature, 90 °C and 150 °C. SAE 4023, SAE 4320, and SAE 9310 steel were studied to assess the influence of alloy content and stability of retained austenite. Fatigue samples were gas-carburized and tested in air at 30 Hz with a stress ratio of 0.1. An infrared spot lamp was used to heat samples to 90 °C (150 °F) or 150 °C (302 °F) during testing. S-N curves were developed for the room temperature baseline tests as well as elevated temperature tests. The endurance limits determined are as follows: SAE 4023-RT (1170 MPa), SAE 4023-90°C (1140 MPa), SAE 4320-RT (1210 MPa), SAE 4320-90°C (1280 MPa), SAE 9310-RT (1380 MPa), SAE 9310-90°C (1240 MPa).

Current trends in vehicle development, including both automotive and commercial vehicles, are characterized by short model life cycles, reduced development time, concurrent design and manufacturing development, reduced design changes, and reduced total cost. All of these are driven by customer demand of higher load capacity, reduced weight, extended durability and warranty requirement, better NVH performance and reduced cost. These trends have resulted in increased usage of computational simulation tools in design, manufacturing, and testing, i.e. virtual testing or virtual prototyping. This paper summarizes our work in virtual testing, i.e. fatigue life simulations using computational fracture mechanics for commercial vehicle axle gearing development. First, fatigue life simulation results by using computational fracture mechanics CRACKS software were verified by comparing with gear teeth bending fatigue test data and three point bending fatigue test data.

The objective of this work is to test and develop monotonic tensile properties and strain controlled fatigue properties of a cast ductile iron. The test data and the related material constants will be used in conjunction with vehicle loading data to perform finite element stress-strain analysis and fatigue life prediction analysis to aid in the design of automotive components made from ductile iron. Currently, such material property data does not exist in the literature for this particular grade of ductile iron. Monotonic tension and fully reversed strain controlled fatigue tests were conducted by following ASTM E-8, ASTM E-606, and SAE J-1099 on samples machined from the cast ductile iron. Monotonic tensile properties were obtained, including Young's modulus, yield strength, ultimate tensile strength, elongation, reduction in area, strength coefficient K, and strain hardening exponent n.

Axle primary gearing is normally carburized for high and balanced resistance to contact fatigue, wear, bending fatigue, and impact loading. The focus of this work is on bending fatigue which is a key design consideration of automotive and commercial vehicle axle gearing. Since a carburized component is basically a composite material with steep gradients in carbon content, hardness, tensile strength and microstructure from surface to the middle of the cross section combined with non-linear residual stress, its bending fatigue life prediction is a complex and challenging task. Many factors affect the bending fatigue performance of axle gearing, such as gear design, gear manufacturing, loading history during service, residual stress distribution, steel grade, and heat treatment. In this paper, the general methodology for bending fatigue life prediction of a carburized component is investigated. Carburized steel composites are treated as two homogeneous materials: case and core.

The fatigue behavior of five microalloyed steels, processed with hardnesses between 25-28 HRC containing microstructures ranging from precipitation-hardened ferrite-pearlite to bainite, were evaluated in both low cycle (strain controlled) and high cycle (stress controlled fatigue. The vanadium-bearing steels included, 15R30V, 1522 MoVTi, 1522 MoVTiS, 1534 MoVTi, and 1534 MoVTiSi. Conventional quench and tempered 4140 steel was used as a reference. Low cycle fatigue (LCF) data for all steels were similar. Subtle microstructural-dependent differences in the high-strain amplitude region of the LCF curves were attributed to the effects of retained austenite, present in some of the non-traditional bainitic steels. In high cycle fatigue, all steels exhibited similar properties, except for the ferrite-pearlite steel (15R30V) which exhibited the lowest endurance limit, an observation which was attributed to crack nucleation in coarse-grained ferrite.

This study evaluated the bending fatigue performance of a modified SAE 4320 steel as a function of carburizing technique. S-N curves and endurance limits were established by fatigue testing modified Brugger-type specimens that are designed to simulate a single gear tooth. Fractured specimens were examined by light and electron microscopy to determine crack initiation sites, establish the extent of stable crack propagation, and analyze surface oxide types and distributions. Test results show that plasma-carburizing boosted the endurance limit of an oxidation-susceptible gear steel from 1100 MPa to 1375 MPa. Fatigue endurance limits in excess of 1400 MPa had previously been achieved in gas-carburized SAE 4320 steels by reheat treatments and reductions in high-oxidation potential elements. The level of improvement observed in this study suggests that any of these advanced processing techniques can allow significant size reductions and weight savings in automotive transmission gears.

Forging simulations with a 1522 steel microalloyed by additions of 0.25% Mo, 0.13% V and 0.01% Ti were performed on a laboratory thermomechanical processing simulator. The forging conditions included a strain rate of 22s-1, 50% strain, and temperatures in the range from 1200°C to 950°C. The true stress was found to increase with decreasing deformation temperature for all values of instantaneous true strain. The maximum flow stress increased two-fold as deformation temperature decreased from 1200°C to 950°C, and the recrystallized austenite grain size decreased by a factor of two for this same decrease in temperature. Microstructures evolve from bainitic/ferritic at a cooling rate of 1.4°C/s, to fully martensitic at 16.8°C/s, independent of deformation temperature. Room temperature hardnesses depended primarily on cooling rate and were essentially independent of deformation temperature.

The bending fatigue performance of four heats of carburized, commercially-produced SAE 4320 steel was evaluated. Simulated gear tooth in bending (SGTB) cantilever beam specimens from each heat were identically carburized and fatigue tested in the direct quenched condition after carburizing. The microstructure and fracture surfaces of all specimens were characterized with light and electron microscopy. The four direct quenched sets of specimens performed similarly in low cycle fatigue. Endurance limits among the direct quenched specimens ranged between 1100 and 1170 MPa (160 and 170 ksi) and intergranular cracking dominated fatigue crack initiation. An additional set of specimens from one of the heats was reheated after carburizing. The fatigue performance of the reheated specimens was superior to that of the direct quenched specimens in both the low and high cycle regions. The effects of inclusion content, microstructure, and residual stresses on fatigue performance are discussed.

Crack initiation and propagation in an SAE 4320 steel gas carburized to a 1.0 mm case depth was examined in specimens subjected to bending fatigue. Cellulose acetate replicas of incrementally loaded specimens showed that small, intergranular cracks were initiated during static loading to stress levels just above the endurance limit. The intergranular cracks arrest and serve as initiation sites for semi-elliptical, transgranular fatigue crack propagation. The maximum depth of stable crack propagation was between 0.17 and 0.23 mm, a depth which corresponds to the maximum hardness of the carburized case. Three equations which provide approximations to the stress distribution in the fatigue specimens were used to calculate KIC for the carburized case with values of maximum applied stress and measured stable crack geometry.