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7.10 Surface Integrity of Machined Components – Introduction Previously in Section 7.5 concerning machined sur-face texture, the discussion was principally concerned with the resultant

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the machining operation, but it also provides the user

with validated and relevant data analysis These

posi-tive benefits enable tool designers and users alike, to

design and develop advanced cutting tools and to

un-dertake efficient and optimised machining operations

Beyond the positive advantages of tool optimisation,

simulation can significantly reduce tooling develop-ment costs and lead times to bring a newly-developed product to market The role of machining simulation

is likely to rapidly grow, as more tooling and produc-tion engineers become aquainted with these software packages

Figure 184 The insert’s cutting edge: illustrating the ‘rounding effect’ (exaggerated) or, a manufacturer’s ‘edge preparation’ and

the material flow conditions that arise as a result

.

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7.10 Surface Integrity of

Machined Components –

Introduction

Previously in Section 7.5 concerning machined

sur-face texture, the discussion was principally concerned

with the resultant surface topography where the

topo-graphical information was valid, but disguised the fact

that potential sub-surface material layers might have

compromised and altered the machined component

The concept of the overall functional performance of

a surface and its accompanying sub-surface condition

was recognised by Field and Kahles (1971), where they

used the term ‘Surface Integrity’ to describe its

poten-tial state The overall concept of surface integrity ant

its various generating mechanisms in conjunction with

the production process is known as the ‘unit event’ 8

This unit event has now been reclassified into five

discrete generating mechanisms: chemical,

mechani-cal, mechano-thermal, thermo-mechanical and

ther-mal – the order they are listed reflects their respective

power density per unit area For example, increases in

the power density from the chemical end of the series,

results in an augmented level of thermal energy

enter-ing the surface leadenter-ing to greater thermal damage and

poorer part surface integrity The chemical mechanism

is dominant across all classes of production process to

some degree and that surfaces react with their

imme-diate environment, via absorbates, oxidation, etc., as

illustrated in Fig 185 – more will be said on these

ef- ‘Unit event’ , is a complex interrelated series of reactions with

the potential for distinct zones to be present within the

sur-face vicinity, including a:

Chemically affected layer (CAL) – resulting from chemical

surface changes by the production process, or from

post-production exposure to a local environment,

Mechanically affected layer (MAL) – this may be due to

factors such as material bulk transportation: deposits; laps;

folds and plastic deformation,

Heat affected layer (HAL) – principally concerned with

factors such as: phase transformation; thermal cracking and

retempering,

Stress affected layer (SAL) – is in the main, the result of

residual stresses being a combination of the above (Field

and Kahles, 1971)

fects when discussing the machined surface condition

in the following section

7.10.1 Residual Stresses

in Machined Surfaces

A machined surface is the product of either ‘abusive’ ,

or ‘gentle’ machining regimes, these being the direct

result of the cutting process and its chosen machining data Thus, machining being a complex relationship of many interrealated factors, affects the outcome of the production process – see Fig 144 Here, a simplistic schematic diagram attempts to show the complexity

of a machining operation, with the surface integrity grouping indicating for a turning operation the fol-lowing features:

Surface condition – surface texture and its

associ-ated roundness,

Micro-structural changes – micro-cracks,

disloca-tions and fissures, etc.,

Surface displacement – bulk transportation of

ma-terial and residual stresses,

Surface/sub-surface micro hardness – plastic

de-formation and localised residual stress layers Machined surfaces are even more complex than seem-ingly at first glance, as their performance can be

in-fluenced by either external layers (chemical transfor-mations and plastic defortransfor-mations) and internal layers

(metallurgical transformations and residual stresses)

By way of example, the anisotropic – periodic – longitudinally turned surface illustrated in Fig 185,

is affected by the cutting insert’s tool tip geometry and the regularity of the cusps (i.e peaks and val-leys) – the surface topography being dominated by the pre-selected feedrate A series of other micro-tech-nological features can also occur, these often being superimposed onto the machined surface, typically the result of: tool wear, vibrational influences and to

a lesser extent, machine tool-induced errors In the

circumferential direction the ‘Lay’ is both periodic

and regular, albeit this round generated surface by the turning operation, will probably have some form

of harmonic effects present: departures-from-round-ness characteristics (i.e a combination of harmonic influences present) The exposed sterile surface (Fig 185), is the result of highly localised temperatures and transients, which when turned the machined surface will be instantaneously oxidised and adsorb

contami-360 Chapter 7

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Figure 185 The cross-section of an anisotropic (i.e periodic) surface, illustrating surface contaminants (oxides and adsorbates),

together with some sub-surface plastic deformation (the residual stress zone) and an unaffected substrate

.

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nants The outermost adsorbate layer is often termed

the ‘Beilby layer’ 8: ≈1 µm in thickness and consisting

of many complex factors Notably, this ‘layer’ would

more than likely have hydrocarbons present and

wa-ter vapour, that originated in the coolant, or the

at-mospheric environment, respectively Underneath

this metallic surface for work-hardening materials,

there is normally a plastically-strained region that has

usually been metallurgically altered The depth of this

strain-hardened layer will vary somewhat, but it is in

the region of 10 µm, its actual thickness is dependent

upon the amount of plastic deformation induced by

the tool’s passage over the surface and is influenced by

the metallic substrate’s composition The plastic

defor-mation and work-hardening depths8, can penetrate

to fractions of a millimetre this is particular true, if a

‘wiper-insert‘, or roller burnishing tools is employed to

purposely create this localised hardened region to the

component’s surface

Residual Stress Deformations

For any residual stresses acting within a body (i.e

component), they will occur without any external

forces, or moments Internal forces form a system that

is currecntly in a state of equilibrium and if portions

are removed – by machining, the equibrium status is

normally disturbed, resulting in potential component

deformation This effect of machining distortion is

well-known to practising industrial engineers, when,

for example, machining just one side of a thin

compo-nent, this operation will cause a partial release of local

residual stresses causing it to bend and bow If either a

casting, or forging has not been heat-treated for stress

relief and its needs asymmetrical machining (i.e on

one side only), it is likely to deform after unclamping

restraint from its work-holding device on the machine

tool In an attempt to minimise this distortion created

by residual stress release, an experienced machinist will

release the clamping forces after roughing cuts so that

 ‘Beilby layer’ , on the machined surface is ‘practically

amor-phous’ – this condition being proposed by Sir George Beilby

around the beginning of the 20th century.

 As an approximation, the depth of hardness penetration is

ap-proximately 50% to that produced by residual stress

penetra-tion, whereas the observational plastic deformation is about

50% greater than this penetration

the stressed surfaces are equalised, prior to reclamp-ing and takreclamp-ing a finish pass If this unclampreclamp-ing and then re-clamping activity is not possible, components clamped in-situ on the machine tool are occasionally vibrated at their natural frequency, to minimise these induced residual stresses Component deformation is roughly proportional to the removed cross-section of workpiece material Any further finishing is usually concerned with just a light cut to minimise any detri-mental effects resulting from residual stresses by a pre-vious production processing operation, or route The release of internal residual stresses must not be confused with the input of such stresses by machin-ing, as indicated in Fig 186b The machining process generates residual stresses by plastic deformation (Fig 187a), or from localised metallurgical transforma-tions In Fig 186a, the residual stress effects influence

a range of mechanical and physical properties of the workpiece material, such as:

Deformation – this point has been alluded to above

and can create problem with small workpiece cross-sections,

Static strength – is affected by the yeild point of the

workpiece material, which in turn, is influenced by the presence of residual stresses,

Dynamic strength – of the part in-service can often

have its fatigue strength and life affected by the in-fluence of residual stresses present,

Chemical resistance – if certain metals are

sub-jected to induced residual stresses on exposure to

atmosphere over a period of time, then stress corro-sion may occur,

Magnetism – residual stresses present, can affect a

component’s magnetic properties, creating distur-bances of the crystalline structure

Taper-Sectioning and Micro-Hardness Assessment

So that an improvement of metallographical inspection

of a sectioned machined surface can be made without unduly affecting any form of surface distortion, ‘taper-sectioning’ has often been utilised A tapered-section (Fig 187b), allows such sub-surface features as: phase transformations; plastic flow zones; localised cracking; bulk transportation and redeposit of material; to be in-vestigated which would otherwise have been missed, if only profilometry (i.e surface topography assessment) had been undertaken

As its name implies, a taper-section overcomes the limitation of perpendicular sectioning By taking an

362 Chapter 7

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angular planar slice through the components

cross-section, this modified cut angle enhances the substrate

magnification, without unduly distorting exposed

sur-face features – giving greater discretion when

observ-ing, or testing the surface topography In Fig 187b,

an 11° sectional cut improves surface discrimination

by increasing the vertical section magnification by

around five times The taper-section angle (TSA) will

thus be 79°, with the vertical magnification being

ob-tained from the following expression:

TSM = secant (TSA)

Where:

TSM = taper-section magnification, TSA = taper-section angle.

Often, the exposed sub-surface feature of interest that has been plastically deformed, or mechanically altered

is in the main quite small, somewhat less than 0.1 mm

in width If a micro-hardness indentor such as either

Figure 186 The effects of residual stress and deformations of a workpiece by machining [After:

Brinksmeier et al., 1982]

.

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the Vickers8, or the Knoop8 is utilised (Fig 187c) to

establish hardness readings in the vicinity of this

re-sidual stress zone, then more indentations are possible

using the Knoop, rather than the Vickers indentor,

giv-ing, more discrimination to the ‘foot-printing’

assess-ment A note of caution here when originally

attempt-ing to take the taper-section, is that it is quite possible

to metallurgical alter the sub-surface features, if when

taking the section too much heat is induced when

cut-ting it from the parent component This comment is

also a valid statement for the subsequent grinding and

polishing of the removed taper-section, prior to

metal-lographical/hardness assessment

Surface Condition – Being

Affected by Cutting Speed

Prior to discussing the surface and sub-surface

modi-fications to the machined part – shortly to follow, it

is worth taking a closer look at the series of

photo-micrograph images shown in Fig 188 Here, a group

of identical metallurgical composition ferrous

work-pieces was machined, but at various cutting speeds

It can be demonstrated that the role played in

affect-ing the machined surface condition, is significantly

influenced by the cutting speed, with its

accompany-ing amplification of induced temperature effects as

‘speeds’ are increased Moreover, it can also be said,

 ‘Vickers indentor’ , has a square-based dymond pyramid with

and indentor included angle of 136° Its indentation is defined

as: ‘The load divided by the surface area of the indentation’ The

Vickers hardness [i.e penetration] number (VPN), may be

determined from the following expression:

VPN = 2Psin(θ/2)/L

Where: P = applied load (kg), L = average length of diagonals

(mm), θ = angle between opposite faces of diamond (136°).

 ‘Knoop indentor’ , has complex facets to its diamond indentor,

having angle of 130° (Short diagonal) and 172.5° (Long

diago-nal), respectively This facet geometric indentor arrangement

(i.e having a diagonal ratio of 7:1), leaves a significantly

nar-rower and longer surface indentation, to that of the Vickers –

mentioned in Footnote 84 Thus, the Knoop hardness number

(KHN) has been defined by the National Bureau of Standards

(USA), as: ‘The applied load divided by the unrecovered

pro-jected area of the indentation’ The following expression relates

to the Knoop’s surface indentation:

KHN = P/Ap = P/LC

Where: P = applied load (kg), Ap = unrecovered projected

area of indentation (mm), L = length of long diagonal (mm),

C = constant – supplied by indentor manufacturer.

that a material’s properties are dependent on the strain rate, with the type and magnitude of tool wear chang-ing accordchang-ing to the cuttchang-ing speeds, so simplistically speaking:

Low cutting speeds – wear is normally

character-ised by attrition (i.e mechanical removal of surface layers),

High cutting speeds – here, attrition gives way to

diffusion type wear and ‘Fick’s laws’ dominate the cutting regime

NB Such ‘broad classifications’ of tool wear

mech-anisms occurring, affects the type of: surface pro-duced; chip formation and strain behaviour

In some interesting trials undertaken by Watson and Murphy (1979) – which highlight the disguised nature

of the underlying factors in surface integrity investi-gations In this practically-based experimental work, they used a cemented carbide insert on an alloy steel (Fig 188) It was found that the feedrate and DOC have

only marginal effects on the sub-surface damage to a machined workpiece, with the cutting speed being the most influential in this situation This fact has been

established in Fig 188, when a range of similar

work-piece specimens was machined with the only variable being the cutting speed, as follows:

machined at a very low cutting speed (2.6 m min–) The chip formation was discontinuous and the sur-face shows an alternating effect of both chip forma-tion and fracture, with some evidence of deposited residual BUE Here, the surface topography is the result of complex interactions by various effects, such as changes in shear angle in the contact area between the tool and chip, plus ‘straining’ causing increases in the chip thickness These phenomena produce a variety of conditions, from strain-to-cracking and visually introduces an irregular and

an alternating surface topography,

range from 11 to 59 m min–, generate a continuous chip formation It is evident from these photomi-crographs (b, c and d), that the surface texture was gradually improving as the cutting speed increased, although even at 59 m min–, there was some indi-cation of debris from re-deposited BUE here (i.e in

‘d’),

speed had been reached (112 m min– – for this

ce-364 Chapter 7

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Figure 187 The tribological action of machining and its affect on induced residual stresses and the

micro-hardness ‘foot-printing’ technique

.

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mented carbide insert grade), the surface texture

appears to be in the main, ‘good’ , with only isolated

areas of the topography exhibiting marginal

work-piece side-flow effects,

was increased to 212 m min–, then in these trials,

greater cutting insert wear-rate occurred and was

attributed to appreciable carbide edge breakdown,

although the surface topography indicated that an

excellent surface texture was present

The machined surfaces produced at the lower range of cutting speeds indicated in Figs 188 a to d, shows evi-dence of some re-deposited BUE material to greater-or-lesser extent: having broken away from original

‘BUE mass’ , then being re-deposited over several adjacent machined feed cusps (i.e see Fig 28a, fully-appreciate this effect) To obtain a better and deeper understanding of these machined surface and sub-surface effects at the extreme conditions of either very low, or high cutting speeds: Figs 188 a and f,

respec-Figure 188 Some

photomi-crographs of component surfaces machined at different cutting speeds – otherwise with identical cutting data – illustrating the surface, but not sub-surface steel’s condition [Source: Watson & Murphy, 1979]

.

366 Chapter 7

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tively, the following comments can be made When

longitudinal taper-sections were taken through these

specimens’ cross-sections, the ground, polished and

etched surfaces reveal their true substrate damage In

the case of Fig 188a, BUE was presents on the

sur-face, moreover, there was a cutting/fracture sequence

indicated with confirmation of work-hardening

hav-ing ‘layered scales’ of with cracks and crevices beneath

them Conversely, the test specimen machined at high

cutting speed (Fig 188f), there is some verification of

a ‘white-layer’ formation – which is a complex

metal-lurgical phenomena found in certain ‘abused’ ferrous

workpiece situations – more will be said on this

condi-tion shortly In fact, the ‘good’ machined surface

to-pography disguises the fact that an underlying

‘white-layer’ condition was present, having a local recorded

hardness of 860 HVPN By way of comparison, if this

same alloy steel composition had received a

‘conven-tional’ hardness heat-treatment process: heated and

water-quenched from 1200°C, then the bulk hardness

would only be approximately 700 HVPN – see Appendix

12 for Hardness Comparison Tables

From these examples of cutting speed investigative

results and the previously mentioned discussion, it is

evident that the ‘optimum’ machined surface texture

is obtained when the cutting speed is closely aligned

to that of the tooling manufacturer’s

recommenda-tions, so here in this case it is ≈112 m min–, with a

correspondingly ‘good’ surface

topography/integ-rity If the cutting speeds had been employed at the

‘higher’ cutting data (i.e 212 m min–), then one could

have been fooled into accepting this apparently

‘im-proved’ surface topography Nevertheless, underlying

this machined surface would be an unstable

sub-sur-face condition, which if used in a stressed and critical

in-service environment, it might potentially fail, by a

reduced fatigue-life – this is why the topic of surface

integrity is so important in today’s climate of potential

industrial litigation, when component failure occurs!

Surface Cracks and White-Layers

If any cracks are present at the free surface which

ex-tends into the material’s substrate, they are potential

sites for premature component failure – for highly

stressed in-service components It has been reported

in the findings of industrial enquiries into the UK

railway industry of late, that despite these railroad

tracks being precision machined and then

occasion-ally inspected by non-destructive (NDT)8 techniques – according to the maintenance schedule, instances have occurred when these rails and particular on high-speed banked corners – have delaminated This catastrophic rail delamination has caused several pas-senger trains to lose contact with the rails and crash, resulting in significant loss of life Hence, the method

of machining – ‘abusive’ – can contribute poor surface

integrity and to the susceptibility of these machined surfaces to prematurely fail In the case of milling op-erations, it has been recognised for a number of years

that up-cut milling – alternatively termed ‘conventional

milling’ (Fig 190a), can introduce a surface tensile re-sidual stress into the surface layers of a milled work-piece If this machined component is then subjected

to both an arduous and potentially fatigue-inducing environment, then the cyclical nature of continuous stressing followed by its immediate stress release, can initiate surface crack sites causing them to open-up, which could result in premature part failure Con-versely, an identical machined component that has

been ‘down-cut’ – otherwise termed ‘climb-milling’

(Fig 190b), will induce surface compressive residual stresses This surface layer with its residual stress com-pression, has invariably been shown to remain closed and thus, avoiding crack propagation and growth, when machined under identical cutting data and en-vironmental circumstances Moreover, for many years,

it has been recommended that for CNC milling appli-cations ‘climb-milling’ not only generates this favour-able machined surface compressive stress effect, but is

a more efficient cutting process and as a result, draws less spindle power In Appendix 13a and b, two useful

‘nomographs, are given to determine either the cutting data (Appendix 13a) this is related to the workpiece’s diameter and, a diagram (Appendix 13b) to obtain the spindle power from the anticipated chip area, respec-tively

In a machined surface, both craters and pits do not pose too great a fatigue problem, as they cannot

achieve the ‘critical radius’ (i.e see Footnote 67)

neces-sary to instigate a site for crack initiation at a

poten- ‘Non-destructive testing’ (NDT), is a range of ‘non-invasive’

sub-surface inspection testing techniques, typically: Eddy-current testing, Ultrasonics tests, X-ray investigation, etc., that

can, in many cases be automated for the detection of otherwise

hidden flaws in the component(s).

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