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Fracture split forged steel connecting rods are utilized in many new high performance automotive engines to increase durability. Higher strength levels are needed as the power density increases. Fracture splitting without plastic deformation is necessary for manufacturability. Metallurgical design is a key for achieving the required performance levels. Several medium carbon steels containing 0.07 wt pct P, 0.06 wt pct S and various amounts of Mn, Si, V, and N were produced by vacuum induction melting laboratory heats and hot working the cast ingots into plates. The plates were cooled at varying rates to simulate typical cooling methods after forging. Microstructures were generally ferrite and pearlite as evaluated by light optical and scanning electron microscopy. Mechanical properties were determined by standard tensile tests, high strain rate notched tensile tests, and Charpy V-notch impact tests to assess “splittability”.

Quenching and partitioning (Q&P) is a novel heat treatment to produce third generation advanced high-strength steels (AHSS). The influence of carbon on mechanical properties of Q&P treated CMnSi-steels was studied using 0.3C-1.5Mn-1.5Si and 0.4C-1.5Mn-1.5Si alloys. Full austenitization followed by two-step Q&P treatments were conducted using varying partitioning times and a fixed partitioning temperature of 400 °C. The results were compared to literature data for 0.2C-1.6Mn-1.6Si, 0.2-3Mn-1.6Si and 0.3-3Mn-1.6Si Q&P treated steels. The comparison showed that increasing the carbon content from 0.2 to 0.4 wt pct increased the ultimate tensile strength by 140 MPa per 0.1 wt pct C up to 1611 MPa without significantly decreasing ductility for the partitioning conditions used. Increased alloy carbon content did not substantially increase the retained austenite fractions. The best combinations of ultimate tensile strength and total elongation were obtained using short partitioning times.

Lubricating oil affects the performance of friction materials in transmission, steering and brake systems. The TO-2 Test measured friction retention characteristics of lubricating oils used with sintered bronze friction discs. This paper introduces a new friction performance test for drive train lubricants that will be used to support Caterpillar's new transmission and drive train fluid requirements, TO-4, which measures static and dynamic friction, wear, and energy capacity for six friction materials, and replaces the TO-2 test. The new test device to be introduced is an oil cooled, single-faced clutch in the Link Engineering Co. M1158 Oil/Friction Test Machine.

Since the advent of P/M technology as a near net shape production process, millions of mechanical components of various shapes and sizes have been produced. Although P/M continues to be one of the fast growing shaping processes, it suffers from the inability to produce intricate geometry's such as internal tapers, threads or recesses perpendicular to pressing direction. In such cases application of machining as a secondary forming operation becomes the preferred alternative. However, machining of P/M parts due to their inherent porosity is known to decrease tool life and increase tool chatter and vibration. Consequently, several attempts have been made to improve the machinability of P/M materials by either addition of machinability enhancing elements such as sulfur, calcium, tellurium, selenium, etc., or by resin impregnation of P/M parts.

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.

A review of many years of published work has shown that hydrogen embrittlement can occur under rolling contact conditions. Breakdown of lubrication and contamination with water have been cited as the probable sources of atomic hydrogen. In this paper, a unique fracture morphology is identified and the mechanism of the fracture progression from initiation to final catastrophic failure is proposed. Development of beneficial residual compressive stress near the contacting surfaces is one approach used to avoid this type of failure. Several alternative methods capable of developing a more desirable stress distribution will be discussed.

The induction hardening process involves a complex interaction of electromagnetic heating, rapid cooling, metallurgical phase transformations, and mechanical behavior. Many factors including induction coil design, power, frequency, scanning velocity, workpiece geometry, material chemistry, and quench severity determine a process outcome. This paper demonstrates an effective application of a numerical analysis tool for understanding of induction hardening. First, an overview of the Caterpillar induction simulation tool is briefly discussed. Then, several important features of the model development are examined. Finally, two examples illustrating the use of the computer simulation tool for solving induction-hardening problems related to cracking and distortion are presented. These examples demonstrate the tool's ability to simulate changes in process parameters and latitude of modeling steel or cast iron.

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.

Caterpillar uses heat treatment to enhance the properties of a significant number of parts. Traditional heat treat process optimization is both time consuming and expensive when done by empirical methods. This paper describes a computer simulation of the heat treatment process, developed by Caterpillar, based upon finite element analysis. This approach combines thermal, microstructural, and stress analysis to accurately model material transformation during quenching. Examples are presented to illustrate the program.

This paper provides a review of the fatigue properties reported in the open literature for die cast magnesium-based alloys. Recently developed fatigue data, in the form of stress versus number of cycles to failure for bending fatigue (R=-1), are presented for die cast AM60B and AZ91D alloy specimens with thicknesses between 1 and 10 mm. The effects of specimen thickness and macrostructural features, such as porosity distributions and surface features (parting line and ejection pin marks), on the fatigue data are discussed.

Hydraulic fluids of the HFC category are aqueous polymer solutions with a fire resistance enhancing water content of 35 to approx. 50 %. The use of HFC fluids, above all in mobile and stationary drives in mining and in casting is subject to restrictions resulting from a number of features of a fluid. Field practice has shown that while axial-piston pumps may be successfully operated using HFC fluids, rolling bearing failures reduce their operational lifetimes. The bearing failures essentially result from material fatigue. This can be remedied by new quality steel for roller bearings. The combination of high fatigue life and corrosion resistance assures a wide application range for nitrogen-treated steel qualities.

Reported tensile and fatigue properties of die cast AZ91D and AM60B magnesium alloys indicate that those values depend on the size and shape of the test samples and their global porosities. This paper reviews the mechanical properties reported in the open literature for these die cast alloys and indicates that section thickness and global porosity are inadequate for predicting the tensile and fatigue properties of die cast AZ91D and AM60B magnesium alloys.

Die cast AZ91D and AM60 magnesium alloy components are finding increasing usage in automotive applications. Both hot and cold chamber die cast components of these alloys generally exhibit several common microstructural features, including “skin”, porosity banding, and porosity distributed about the component centerline. Methods for quantitatively characterizing these microstructural features are described and representative values for skin thicknesses, porosity band dimensions and porosity band locations from selected die castings will be presented. The expected influence of these common microstrucutral features on mechanical properties and acceptability of die cast magnesium components for given applications are discussed.

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.

The strain-induced diffusionless shear transformation of retained austenite to martensite during straining of transformation induced plasticity (TRIP) assisted steels increases strain hardening and delays necking and fracture leading to exceptional ductility and strength, which are attractive for automotive applications. A novel technique that provides the retained austenite volume fraction variation with strain with improved precision is presented. Digital images of the gauge section of tensile specimens were first recorded up to selected plastic strains with a stereo digital image correlation (DIC) system. The austenite volume fraction was measured by synchrotron X-ray diffraction from small squares cut from the gage section. Strain fields in the squares were then computed by localizing the strain measurement to the corresponding region of a given square during DIC post-processing of the images recorded during tensile testing.

Third generation advanced high strength steels (AHSS) have been developed combining high strength and formability, allowing for lightweighting of vehicle structural components. These AHSS components are exposed to paint baking operations ranging in time and temperature to cure the applied paint. The paint baking treatment, combined with straining induced from part forming, may lead to increased in-service component performance due to a strengthening mechanism known as bake hardening. This study aims to quantify the bake hardening behavior of select AHSS grades. Materials investigated were press hardenable steels (PHS) 1500 and 2000; transformation induced plasticity (TRIP) aided bainitic ferrite (TBF) 1000 and 1200; and dual phase (DP) 1000. The number designations of these grades refer to minimum as-received ultimate tensile strengths in MPa. Paint baking was simulated using industrially relevant times and temperatures from 15 to 60 min and 120 to 200 °C, respectively.

Nitrites have long been added to heavy-duty coolant to inhibit iron cylinder liner corrosion initiated by cavitation. However, in heavy-duty use, nitrites deplete from the coolant, which then must be refortified using supplemental coolant additives (SCA's). Recently, carboxylates have also been found to provide excellent cylinder liner protection in heavy-duty application. Unlike nitrites, carboxylate inhibitors deplete slowly and thus do not require continual refortification with SCA's. In the present paper laboratory aging experiments shed light on the mechanism of cylinder liner protection by these inhibitors. The performance of carboxylates, nitrites and mixtures of the two inhibitors are compared. Results correlate well with previously published fleet data. Specifically, rapid nitrite and slow carboxylate depletion are observed. More importantly, when nitrite and carboxylates are used in combination, nitrite depletion is repressed while carboxylates deplete at a very slow rate.