18 CHAPTER 2 LITERATURE REVIEW 2.1 INTRODUCTION This research study pertains to the investigation of the behaviour of ferrous P/M compacts with graphite and manganese additions during cold upsetting. It is perceptible that P/M process is competing favorably with machining, stamping, forging and castings. According to Narasimhan (2006), the growths of ferrous powder metallurgy over the past four decades reflect the advancements in materials, compaction, sintering technologies and other related fields. However, there are many other fields in which ferrous P/M parts are being used such as lawn and garden structural parts, hand tools, hobby applications, household appliances, lock hardware, industrials motors, controls, hydraulic applications and etc., and satisfy close dimensional tolerance requirements for parts with complex geometries says James and West (2002). Powder preform forging involves the fabrication of a preform by the conventional P/M processing technique, followed by the conventional forging of the preform to its final shape with substantial densification. This chapter presents a comprehensive overview of the earlier research work carried out in the area of forming of conventional and sintered ferrous and ferrous based alloys. The literature that laid a platform for the successful completion of the present investigation is mainly aimed to focus on the studies involving workability, strain hardening of ferrous P/M preforms during the cold upsetting condition. 19 2.2 FERROUS POWDER METALLURGY Out of the four principal alloying methods used in ferrous powder metallurgy namely admixed alloys, partial alloys (diffusion alloys), pre-alloys and hybrid alloys, the admixed powder method in which alloying additions, in elemental form or as ferroalloys, such as Fe-Mn or Fe-Cr can be mixed with an iron powder is the least expensive and most commonly used in ferrous powder metallurgy as stated by James and West (2002). When the mix is pressed, the additions are not alloyed with the iron powder. A admixed materials, therefore, retain most of the compressibility of the base iron powder. The degree of alloying during sintering is limited by the diffusivity of the alloying elements in the iron at the sintering temperature. Unalloyed iron based P/M parts are used for lightly loaded structural applications and structural parts requiring self-lubrication where strength is not critical. The combined carbon content of these P/M parts can be from 0 to 0.3 wt%. Lall (2008), Iron parts that are essentially carbon free are often used, particularly at higher part densities, for their soft magnetic properties. P/M carbon steels with 0.3 to 0.6 wt% combined carbon possess moderate strength and apparent hardness. They are used where such properties combined with machinability are desired. Higher carbon P/M steels, are more difficult to machine. In the as-sintered condition, carbon steels have a ferrite / pearlite microstructure. Both medium and high carbon steels can be heat - treated to increase tensile strength, improve apparent hardness, and enhance wear resistance. Few researches have been carried out on the iron and manganese alloyed sintered steels. Elementally-substituted high Mn steels were studied as potential low-activation replacements for austenitic stainless steels of the types AISI 316, 320, 321 and FV548. The approach to the metallurgical design of the compositions and prediction of the basic properties was also 20 investigated by Bott et al (1986). The mechanical property and forming limit experiments were conducted on manganese TRIP/TWIP steel with manganese of 18.8%. And a forming limit diagram was investigated. According to Hao Ding et al (2011), the high manganese steel shows outstanding mechanical properties combining high strength with good formability. Deformation behaviour investigations were conducted on a rolled and a ascast conditions of austenitic manganese steel. Deformation, hardness and microstructure have been investigated by Martin Schilke et al (2010). Microstructural investigation of cast medium-manganese steel was conducted by Jingpei Xie et al (2008). Monajati et al (2010), made an artificial neural network and it was used to describe the effects of processing parameters on the evolution of mechanical properties and formability of deep drawing quality steel sheets. This model was a feed forward back-propagation neural network with a set of 19 parameters if included chemical composition, hot and cold rolling parameters, and subsequent batch annealing process parameters to predict the final properties, including yield strength, work hardening exponent, and plastic strain ratio of sheets. 2.3 DEFORMATION BEHAVIOUR OF P/M PREFORMS The rate of increase in the stress value with respect to strain is greater than that which would be observed in a fully dense material of the same composition under identical testing conditions, as the continued reduction in the porosity level during upsetting increases the load bearing cross-sectional area. This, in turn, increases the stress required for further deformation, resulting in strain and work-hardening behaviour. Thus the total work-hardening behaviour in a porous material is due to the combined effects of densification and cold Narayanasamy (2005). working according to Selvakumar and 21 In plastic working of sintered powder material, the volume of sintered powder material decreases, and the density of the material increases. The density increases due to the plastic deformation of sintered powder material called densification, and the essential reason plastic working can improve the mechanical and physical properties of the sintered powder material. Because densification occurs during plastic deformation of the material, the plastic theory of traditional full density metal based on content volume condition cannot be used to analyse the deformation of sintered powder material. In the plastic deformation of sintered powder material, the constant mass condition is obeyed as stated by Lin Huaa et al (2006). When a solid cylinder is compressed axially between two flat-faced parallel platens, the friction between the cylinder and the platens at their surfaces of contact causes heterogeneous deformation, which in turn produces “barrelling” of the cylinder as shown in Figure 1.18, Malayappan et al (2007) investigated the barrelling of solid cylinders during cold upset forging with constraint at ends. However, the use of lubricants reduces the degree of barrelling and under the conditions of ideal lubrication the bulging or barrelling can be reduced to zero as stated by Lin and Lin (2003). In frictionless compression tests for sintered P/M preforms, the deformation is uniform, showing no barrelling of the cylindrical surface. However, reports on barrelling in P/M cylindrical preforms under cold upset forging are described by Baskaran and Narayanasamy (2008a). The decrease in aspect ratio along with an increase in friction at contact surfaces increases the curvature of the bulged surface. According to Seymour Lowell et al (2004), the non-uniform deformation in the presence of frictional forces results in the existence of secondary tensile stresses in the circumferential direction accompanying the axial compressive stresses. Since the primary cause of fracture in upsetting is tensile stresses, it is therefore essential to 22 investigate fracture during the deformation processing of sintered powder materials with the help of axial upsetting tests. The plastic deformation of porous material is similar to that of pore free materials, but is complicated by the effect of substantial volume fraction of voids in the material. Different theories and methods of analysis have been developed for analyzing problems in conventional metal forming processes. Yet they cannot be applied as they are to P/M working. Because change of volume and yielding of porous metals are not completely insensitive to the hydrostatic stress imposed. In fact, the mode of deformation is quite different in porous preform materials in comparison to wrought materials and is a function of both density and the hydrostatic stress, which have been promoted due to induced strain during powder preform forging as stated by Rajesh kannan et al (2008). In cold working, the porous P/M material, apart from experiencing the usual strain hardening, also experiences ‘geometrical work-hardening’, due to a continued increase in density leading to the enhancement in area of the cross-section. Thus, according to Narayanasamy et al (2008), the total work hardening in P/M preforms is due to densification as well as cold working of the base material surrounding the pores. During the elastic deformation of fully dense material, Poisson’s ratio remains constant and is a property of the material. During the plastic deformation of conventional materials this ratio is 0.5 for all materials that confirm to volume constancy. However, in the plastic deformation of sintered P/M preforms, density changes occur resulting in Poisson’s ratio remaining less than 0.5 and only approaching to 0.5 in the near vicinity of the theoretical density. It has been well established that increase in the volume of the voids decreases the relative critical pressure and vice-versa. However, the closing and opening of voids occur with tri-axial compression and tension respectively, with the absolute 23 values of the relative critical pressure remaining the same in each case. Whenever the relative critical pressure is exceeded, a void of given geometry begins to open faster than it would close under tri-axial compression of the same magnitude. The factors determining the geometry change of the pore are the pattern and the level of the plastic deformation. Thus, Baskaran and Narayanasamy (2008) found that, it is obvious that the beginning and the continuation of pore closure can be accomplished at a comparatively lower pressure when the material is subjected to plastic deformation. In any upsetting operation, the induced height strain would result in creating subsequent lateral flow of the P/M preform material. However, a spherical pore would undergo flattening and simultaneous elongation in the direction of the lateral flow. This leads to the situation where a relative motion between the opposite sides of the collapsed pore, due to the presence of shear stress, becomes feasible and the mechanical rupturing of the oxide film takes place. Virgin metal is now exposed for bond formation across the collapsing pore surfaces. It has been established by Miroslav Plancak et al (2009), that the flow of material during upsetting and densification produces fibering of inclusions in the lateral direction. 2.4 DENSIFICATION BEHAVIOUR The present study is integral to these approaches, and is concerned with the structural changes accompanying the densification of a porous preform. Densification behaviour and forming limits of sintered iron–0.35% carbon steel preforms with different aspect ratios were investigated experimentally by Narayan and Rajeshkannan (2010) in a previous study. It has shown that mechanical behaviour and densification can be related to particle and pore morphology. 24 Various stress and stain parameters and their relation were studied at the densification process of sintered plain carbon steel by Rajeshkannan et al (2012). From the relationship between densification and flow, it was possible to develop a yield criterion and plasticity equation for porous materials fracture behaviour was described in terms of a simple fracture criterion. Limited data on toughness as a function of known and controlled forging conditions were also determined. On the basis of the macroscopic flow data, and various physical models, an analytical model was developed for porous metal bodies which accurately reflect the local mechanics of deformation and densification. Biner et al (1990) studied the effects of hydrostatic pressure up to 1104 MPa on densification of porous iron containing 0.3 -11.1% porosity. For the porosities studied, densification as a result of pressurization increased with hydrostatic pressure and initial porosity. The 0.3% porosity iron was the only one, whose density did not increase with pressurization up to 1104 MPa. Current deformation models of ductile porous materials are based on Gurson’s yield criterion and rigid-plastic Finite Element Method analysis which predicted much faster densification with pressurization than observed for porosity contents of 6.2% or less. Chandramouli et al (2007) conducted experimental investigations on sintered cylindrical preforms of Fe and Fe–1%C to understand the mechanism of densification and deformation during cold and hot upset forming operations. The densification rate is found to depend on the flow stress as well as the deformation rate of the preforms. Further, the densification rate increases monotonically up to an axial deformation level of about 0.5 (true strain) and thereafter slightly reduced in both Fe and Fe–1%C alloy. The applied stress during cold upsetting increases with densification. But the rate of increase is not uniform. The rate of densification is also 25 observed to be on the higher side with the addition of 1%C with Fe during both cold and hot forging. 2.5 COMPACTION AND SINTERING The design and fabricational aspects of a tooling set consisting of a die, top punch, bottom punch, core rod and coil springs to make powder metallurgical gears were discussed in detail by Venkatraman and Senthilvelan (2000). Lubricants are used in P/M for minimizing die wear and aiding powder handling and a performance evaluation was conducted using a statistical experimental design with three premixed lubricants by German et al (1987). A numerical simulation study undertaken to explore the effect of variations in fill density on the final-density distribution achieved within a pressed part and the associated effect on tool stresses reported that the changes in density and stress level were dependent on the powder type and the initial die-fill distribution assigned at the initiation of compression as found by Korachkin et al (2008). In the sintering of P/M parts several different types of problems can be encountered leading to poor product quality and higher costs. Whittaker (1994) examined these problems and has given significant tips to identify and avoid them. Successful post-sintering heat treatment of P/M parts requires proper selection of material, heat treating parameters and heat processing equipment. The factors which must be considered such as part density, material composition, quenching or cooling method, process factors, and equipment related variables were discussed in detail by Herring and Hansen (1998). Reducing the weight of the moving parts in engines and transmissions is also important in increasing efficiency and lowering fuel consumption. Due to the manufacturing process, sintered steel parts have a porosity of 5 to 15%, making them lighter than solid cast or forged parts of the same geometry and thus particularly suitable for weight reduction. Tailored parts can be produced 26 with high-density zones to cope with high stresses, and low-density zones for weight reduction. In addition, a maximized strength-to-weight ratio can be achieved by optimized design for sintering as referred by Rau and Krehl (1999). Desorption of gases, reduction of surface oxides, and neck formations have been studied by Danninger and Gierl (2001). The dissolution behaviour of graphite during sintering of Fe-0.8%C and the resulting properties were studied using standard high quality natural graphite and an artificial graphite grade for ferrous powder metallurgy by Danninger et al (2001). The results of experiments were presented to give an overview of apparent harness and carbon penetration as they relate to porous powder metallurgy products by Prucher (2003). A study to assess the effect of a variation in processing parameters on mechanical properties was performed using design of experiments methods by Thankur et al (2004). The model was used to find possible interaction effects between the processing variables, and their influence on mechanical properties and to optimize mechanical properties. The effect of density on the tensile strength of sintered alloys is analyzed by Straffelini and Molinari (2002) using the concept of effective load-bearing section which depends on the porosity content and the sintering degree, i.e. the sintering temperature and time and the eventual addition of elements, which activate the sintering processes. Added to this, some peculiar characteristics of sintered alloys relevant to their ductility were also examined. A report on work relating microstructure to properties in the development of a manganese high-strength P/M steel in which strength is not sensitive to cooling rate is presented by Sulowski and Cias (2002). A new technological approach to the fabrication of high density P/M parts via single pressing sintering, allowing cold compaction to be 27 performed without admixed lubricants, has been studied by Mamedov and Mamedov (2004). The influence of in pore gas on the compacts green density and their sintered properties was evaluated. A mathematical expression relating in pore gas pressure in the compacts to the green density was also developed. Cold upsetting experiments were carried out on sintered Fe-0.8C steel preforms in order to evaluate the technical relationship that exists between the applied stresses against continuous deformation and densification by Kannan et al (2008). Elemental powders of atomized iron, graphite, manganese, copper and titanium were mixed in suitable proportions using a ball mill, then compacted and the sintered preforms were subjected to cold upsetting, hot upsetting and cold repressing in order to study the plastic deformation and densification characteristics of the low alloy P/M preforms. This was studed by kandavel et al (2009). The role of microstructure on mechanical properties of sintered ferrous materials was studied using a method based on electrical conductivity measurement. The mechanical properties of the sintered compacts were also evaluated to establish a relationship between conductivity, total porosity, pore morphology, and mechanical behaviour by Simchi et al (2000). Moreover, the relationship between Mo dissolution, formation of sintered contacts and mechanical properties were demonstrated to assess the viability of the conductivity measurement method for studying the sintering behaviour of P/M materials and its influence on physical and mechanical properties. 2.6 WORKABILITY OF P/M MATERIAL Kuhn and Downey (1971) investigated the deformation characteristics and the plasticity theory of sintered powder materials and studied the basic deformation behaviour of sintered iron powder performing a simple homogeneous compression test and also proposed a plasticity theory 28 relating yield stress and Poisson’s ratio to the density. A new yield criterion is also proposed for the prediction of forming stresses in repressing and in plane strain compression. Al-Qureshia et al (2008) investigated the green density and porosity of the compact as a function of deformation process parameters. Comparison between experimental and theoretical results of the green density and the total porosity distributions demonstrated remarkable agreement for all the tested conditions for different work hardening behaviour of the particles. Workability refers to the relative ease with which a material can be shaped through plastic deformation and it is a function of the material as well as the process according to Venugopal et al (2003). However, understanding the influence of the process related parameters such as friction and die geometry on the limits of deformation in metalworking has been a difficult problem all along. To understand the workability criteria of any material, a clear concept of fracture criterion for ductile fracture must be established. Workability of a material mostly depends upon the character (ductility) of the material, and the deformation processes. The initiation of ductile fracture is a major factor influencing the limit to workability in many metalworking operations. Although, the macro-defects set a visible limit to workability, a limit defined and based on plastic deformation is considered better. 2.6.1 Yield Behaviour of Composites A number of compaction models for the rate independent densification of porous materials have been reviewed by Doraivelu et al (1984). These models assume an elliptical yield surface in deviatoric stress Vs mean stress space and are calibrated against a limited set of experimental data. Doraivelu et al (1984) and Kuhn and Downey (1971) calibrated their models using uniaxial unconstrained compression tests on sintered aluminium alloy. Kim et al (1990) conducted combined tension-torsion tests on sintered iron specimens for the calibration of their yield function. 29 Micro-mechanical models for the Stage I isostatic compaction of powders have been developed by taking into account the increase in the particle contact number and the growth of contact area with relative density. These models have been extended by Fleck et al (1992) to non-isostatic deformation. Yield surfaces arising from hydrostatic and closed-die compaction are taken from Fleck (1995). The yield surfaces are shown for axisymmetric loading, with axis of mean stress and deviatoric stress. Values of stress have been normalised by the macroscopic yield pressure for isostatic compaction. Sridhar and Fleck (2000) investigated a triaxial test rig to study the axi-symmetric cold compaction behaviour of powder composites comprising aluminium with SiC reinforcement and lead shot with steel reinforcement. Under hydrostatic loading, the pressure-density response shows an increase in strength with increasing volume fraction of reinforcement. For a given volume fraction of inclusions, the compaction pressure to achieve a given relative density increases with diminishing size of reinforcement. The yield surfaces are measured after iso-static and closed-die compaction. It is found that the shape depends upon the deformation path, with the greatest hardening along the loading direction. The effect of reinforcement on the overall shape of the yield surface is found to be minor. The yield function allows the possibility of describing a transition between the shapes of a yield surface typical of a class of materials to that typical of another class of materials. This is a fundamental key to model the behaviour of materials which become cohesive during hardening (so that the shape of the yield surface evolves from that typical of a granular material to that typical of a dense material), or which decrease cohesion due to damage accumulation as stated by Davide bigoni and Andrea piccolroaz (2004). 30 2.6.2 Strain Hardening Behaviour Plastic deformation of sintered porous materials in-compression is always accompanied by an increase in density. The continued increase in bulk density under compression for porous materials causes an increase in flow stress, the latter being a function of porosity content, which is the resistance offered by the deforming material continues to increase. This resistance, in general, increases due to enhancement of density and to work-hardening effects. The work hardening in sintered iron powder is different from that shown by wrought irons and the work-hardening exponent ‘n’ is always constant for wrought iron whereas, for sintered iron billets it is a function of the initial compact density. Inigoraj et al (1998) report the experimental data against the existence of empirical relationships between the material parameters namely strain hardening values (n) and strength coefficient values (k) and the ratio of the initial preform densities to the theoretical density. Further, it was found that ‘n’ consists of two segments, one representing the work hardening of the matrix material and the other due to densification. It has also been reported that a power-law relationship exists between ‘k’ and the present fractional theoretical density. Further, Narayanasamy and Pandey (1998) state the strength coefficient (k), increases with decreasing iron particle-size range in the aluminium matrix. Both ‘n’ and ‘k’ values were found to decrease when the dispersed iron-particle range was greater. Further, it was been found that the rate of change of ‘n’ and ‘k’ values were not the same for both of the aspect ratios of the preforms tested: indeed, a pronounced difference existed. This has established that the initial geometry of the P/M preforms plays a predominant role influencing both ‘n’ and ‘k’. In general, as the iron content 31 in the aluminium matrix was increased, ‘k’ was found to increase also, irrespective of the iron particle-size and the initial aspect ratio. 2.6.3 Uniaxial compression test In metal working processes, the large plastic deformations are achieved. In such processes, the strain path, the strain rate, the flow stress, the stress state and the temperature can vary. Metal working processes achieve shape changes by either plastic deformation or a combination of plastic deformation and cracking. In forging processes, the onset of ductile fracture is a major limitation and consequently fracture must be avoided. Metal working processes can also be classified according to the forces applied to the work piece direct compression, indirect compression and tension, bending and shearing. Shear stresses are responsible for the shape change in the work piece, whilst the hydrostatic stress influences the material ductility or workability. A hydrostatic pressure enhances material ductility by suppression of void nucleation and growth and conversely a tensile hydrostatic stress promotes material fracture as stated by Abdel-Rahman (1995). A simple approximate determination of workability limits was carried out by Abdel-Rahman (1995) using two mechanical tests: uniaxial compression and uniaxial tension. The two tests were chosen for their simplicity and also since the corresponding state of stress for each test is clear. A linear relationship between the workability function (strain to fracture) and the stress formability was proposed. The equation of the proposed workability limit was being easily formulated. From these observations it can be concluded that the free-surface forming limit in upsetting and related processes coincides with a transition to a plane-stain stress as observed by Abdel-Rahman (1995). The fracture limit locus for surface cracking approximates to a straight line. 32 The oblique cracks on the free surface are the main failure mode and the crack pattern depends on the friction between the die and work piece. The formation of shear band is also one of the vital reasons for failure. Flow and heat treatment also affects the workability. Jiang and Dodd (1995) studied on Al-Sic heat treated composite. From the compression deformations they observed that the high density of dislocations were generated in the matrix close to the particle in cooling while there occurred de-bonding of the interface between the particle and the matrix. Further, it was noticed that, the stress is the major factor leading to failure of composites during tension and compression. The fractures resemble the conventional ductile materials. 2.6.4 Effect of Strain The hoop strain ( ), the axial strain ( z), and strain path from the collar specimens were not always completely linear throughout the test. Sowerby et al (1984) described a series of experiments and some associated theoretical work, which would assist in assessing the suitability of certain steels designated for cold forging operations and also found that the ductile materials yields in excessive high loads before surface cracking occured and recommended the collar test for studying the workability of ductile materials. They performed three distinct upsetting tests and analyzed the prediction of surface fracture using finite element methods and by comparing the experimental data. They concluded that the hoop and the axial strain values at the free surface of an upsetting specimen were employed to obtain the associated stress value for plane stress state condition using simple plasticity theory. However, as an expedient a linear strain path was found to be assumed when the stress history was calculated using the simple theory of plasticity. Abdel-Rahman and El-Sheikh (1995) investigated the effect of the relative density on the forming limit of P/M compacts during upsetting. They presented a workability factor describing the effect of the mean stress and the 33 effective stress-which later is a function of the relative density and then discussed the effect of the relative density using two theories for P/M characterization in deformation and fracture. Further, they suggested that the formability index for porous compact is expected to be less than that of solid metals (pore-free) because porous specimens yield and fracture at strain are less than those for pore-free metals for the same aspect ratio and frictional conditions and presented a more negative value means greater strain-tofracture values. Negative values of formability index correspond to the addition of hydrostatic compression, while positive value of the same corresponds to the addition of hydrostatic tension: the first delays fracture, while the second increases the susceptibility to it. 2.7 LIMITATIONS OF EXISTING WORK Some of the limitations identified based on the literature survey of the topics such as ferrous powder metallurgy, compaction and sintering, workability and strain hardening of pores materials applied to powder metal forming processes are listed below: Reported results in literatures have shown that only limited amount of work has been carried out on three dimension stress analysis of ferrous powder metallurgy compacts. Workability study of Fe-C-Mn ferrous powder metallurgy compacts with alloying elements under triaxial stress state condition during cold upsetting has not been done previously. Effect of carbon addition on the densification and workability during cold upsetting conditions has not been discussed in any of the work verified in the literature. 34 Effect of carbon and manganese addition on the strain hardening and strength coefficient behaviour of Fe-C-Mn preforms during cold upsetting conditions has not been discussed. The effect of the relative density with respect to the formability stress index has not been revealed so for of ferrous P/M preforms.