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Fine Wood Work Association Western Australia Presentation by Mike Wiggin August 2013 meeting 1 A BRIEF LOOK AT TOOL STEELS FOR WOODWORKERS

A BRIEF LOOK AT TOOL STEELS FOR WOODWORKERS · A BRIEF LOOK AT TOOL STEELS FOR WOODWORKERS . ... Simply Tool Steel ... forms a variety of iron carbides,

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Fine Wood Work Association

Western Australia

Presentation by Mike Wiggin

August 2013 meeting

1

A BRIEF LOOK AT TOOL STEELS FOR WOODWORKERS

Fine Wood Work Association

Western Australia

TOOL STEELS

Sources

The content in this article has been checked with two or more

sources wherever possible. The main source material for this

presentation comes from:-

American Iron and Steel Institute (AISI).

Simply Tool Steel www.simplytoolsteel.com – they make the

machines that make the steel as well as making the steel.

Powder-Metallurgy Tool Steel: an overview.

Hillskog T., MetalForming Magazine, 2003. p. 48-51.

Popular Woodworking Magazine.

Ron Hock http://www.hocktools.com/toolsteel.htm – makes and

sells after market plane blades.

Wikipedia – you pays your money and you takes your chances.

MDME website on steels - TAFE NSW

www.ejsong.com/mdme/memmods/MEM30007A/steel/steel.html

Lee Valley Tools

UK Centre for Materials Education - FE Resources

www.materials.ac.uk/resources/FE/ferrousmetallurgy.ppt

Seeing Further.

Bill Bryson ed. HarperPress 2011 ISBN 9780007302574

2

Fine Wood Work Association

Western Australia

TOOL STEELS

Iron

Pure iron is a very soft metal with a marked propensity to oxidise in

air (aka rust).

It’s also rare, most pure iron exists only in metallurgical labs.

What we call iron is in fact an alloy of iron, carbon, other metals

and a range of impurities.

Any combination of iron and more than 2% carbon is considered

to be cast iron (or pig iron).

Iron with less than 2% carbon is considered to be steel.

Microstructure of Steel

The crystalline structure of steel has five main constituents:

FERRITE - pure iron crystals at STP (standard temperature and

pressure).

AUSTENITE - structure of iron crystals at temperatures above

912°C.

CEMENTITE - iron carbide crystals, responsible for hardness and

reduced ductility in steel.

PEARLITE - alternating layers of ferrite and cementite crystals.

MARTENSITE - very hard needle-like structure of iron and carbon

formed by very rapid cooling of austenite. Needs to be modified

by tempering before acceptable properties reached.

3

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TOOL STEELS

Wrought Iron

‘Wrought’ is an old word for worked, so wrought iron means “worked

iron”.

Wrought iron was made in small furnaces in batches by forcing

air over the molten metal to burn off impurities.

It contains around 0.05% carbon, some impurities (mainly

sulphur and phosphorous) and slag inclusions.

Quality control and properties varied widely between foundries

and between batches from a single foundry.

Used for weapons, armour, cooking pots, etc since around

2000BC.

Can’t be welded or made into large structures and has been

pretty much completely replaced these days by mild steel.

Slag inclusions have a big influence on workability of wrought

iron.

Pig Iron

Pig iron is the product of the initial smelting of iron ores in a blast

furnace.

Called pig iron because it used to be poured into sand moulds

and the result looked (vaguely) like piglets suckling on a sow’s

teats.

Carbon content around 4%.

Extremely brittle and therefore of very limited use.

4

Fine Wood Work Association

Western Australia

TOOL STEELS

Cast Iron

Cast Iron is the product of heat treating pig iron to remove excess

carbon and other impurities before pouring the molten metal into

moulds.

It contains 2 to 4% carbon and 1 to 3% silicon plus other metals

depending on requirements.

Cast iron properties depend on the alloyants.

Modern cast iron production comes from blast furnaces and

mainly goes directly into steel refineries as a high temperature

liquid.

Can be heat treated to produce things like ductile iron, etc.

Grey cast iron showing the graphite flakes

in a pearlite matrix.

5

Two-dimensional view of pearlite consisting of alternating layers of

cementite and ferrite.

Fine Wood Work Association

Western Australia

TOOL STEELS

Steel

The Oxford Dictionary defines steel as a hard, strong grey or bluish-

grey alloy of iron with carbon and usually other elements, used as a

structural and fabricating material.

Steel is an alloy of iron and up to 2% carbon to which one or

more of a wide range of metals have been added to modify the

hardness, toughness and treatability of the resulting alloy.

Steel can be tempered and (normally) retains its magnetism. Its

malleability decreases and hardness (wear resistance) increases

with increasing carbon content.

6

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TOOL STEELS

Turning Iron into Steel

Two main methods of producing steel from pig iron are the

BESSEMER PROCESS (1850s) and BASIC OXYGEN STEELMAKING

(1950s).

Air (Bessemer process) or oxygen (Basic Oxygen process) is

forced through molten iron.

Silicon is converted to silica (SiO2) which is light enough to float

on the molten metal – known as slag.

Dissolved carbon is converted to carbon dioxide which is

insoluble in molten iron.

The resulting product is molten steel which is removed from the

furnace for further treatment.

Carbon and alloying metal content is dependent on quality

control and assorted other black arts, e.g.

adding manganese helps remove sulphur and dissolved

oxygen (and makes the steel stronger);

adding nickel and chromium improves hardness.

7

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Western Australia

TOOL STEELS

Mechanical Properties of Steel

Mechanical properties of steel are dependent on the crystal structure

of the steel, principally on how defects move and interact

All solid steel is crystalline and the alloyants modify the crystal

lattice of the iron molecules.

Steel bends because dislocations in the lattice can shift and

move within the crystals.

When the dislocations combine and interact, movement is

restricted and the metal becomes brittle (fatigue cracking and

failure).

Treatment to reduce crystal size means dislocations at crystal

boundaries are more common and the steel is therefore harder –

but more brittle.

8

Dislocation in

a Crystal Lattice

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Western Australia

TOOL STEELS

Mechanical Properties of Steel (cont’d)

9

0.1% carbon steel

(dead mild steel)

– the light areas are

ferrite (pure iron), dark

areas are pearlite.

0.2% carbon steel

- note the increased

amount of pearlite

compared with the 0.1%

‘dead mild’ steel.

Increasing the carbon content decreases the amount of ferrite and

increases the proportion of pearlite in the structure.

Fine Wood Work Association

Western Australia

TOOL STEELS

Steel Types

Steel hardness is mainly determined by carbon content. Increasing

the carbon percentage increases the hardness and reduces the

malleability. Steel is broken down in to four classes, based on

carbon content:

MILD AND LOW CARBON STEEL

Low carbon steel contains approximately 0.05–0.15% carbon

and mild steel contains 0.16–0.29% carbon; making it malleable

and ductile, but it can’t be hardened by heat treatment.

MEDIUM CARBON STEEL

Approximately 0.30–0.59% carbon content. Balances ductility

and strength and has good wear resistance; used for large parts,

forging and automotive components.

HIGH CARBON STEEL

Approximately 0.6–0.99% carbon content. Very strong, used for

springs and high-strength wires.

ULTRA-HIGH CARBON STEEL

Approximately 1.0–2.0% carbon content. Steels that can be

tempered to great hardness. Used for special purposes like

knives, axles or punches. Most steels with more than 1.2%

carbon content are made using powder metallurgy.

NB: All these steels can be extensively modified by adding other

materials.

10

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Western Australia

TOOL STEELS

Effects of Common Additives to Steel

Common additives, and the effects they have on the properties of a

steel are as follows.

CARBON

forms a variety of iron carbides,

increases wear resistance,

is responsible for the basic matrix hardness.

TUNGSTEN AND MOLYBDENUM

improve red hardness,

retention of hardness and high temperature strength of the

matrix,

form special carbides of great hardness.

VANADIUM

forms special carbides of supreme hardness,

increases high temperature wear resistance,

aids retention of hardness and high temperature strength of the

matrix.

CHROMIUM

promotes deep hardening, produces readily soluble carbides.

COBALT

improves red hardness and retention of hardness of the matrix.

ALUMINIUM

improves retention of hardness and red hardness.

11

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TOOL STEELS

Modifying the Properties of Steel

The properties of the steel can also be changed by several other

methods.

12

COLD WORKING

Bending or hammering into its

final shape at a relatively cool

temperature, (e.g. cold forging

a piece of steel into shape by a

heavy press).

cold rolling to produce a

thinner but harder sheet.

cold drawing for a thinner

but stronger rod.

CASE HARDENING

Steel is heated to about 900°C then plunged into oil or water.

Carbon from the oil can diffuse a small distance into the steel,

making the surface very hard.

promotes both toughness and hardness.

the surface cools quickly, but the inside cools slowly, making

an extremely hard surface and a durable, shock resistant

inner layer.

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TOOL STEELS

Modifying the Properties of Steel (cont’d)

13

HEAT TREATMENT

The steel is heated red-hot, then cooled quickly.

the iron carbide molecules are decomposed by the heat, but

do not have time to reform.

since the free carbon atoms are stuck, it makes the steel

much harder and stronger than before

ANNEALING

Heating the steel to 700–

800°C for several hours

and then gradual cooling.

decreases hardness

and increases

malleability.

Fine Wood Work Association

Western Australia

TOOL STEELS

Testing of Steels

Mechanical properties of steels can be evaluated using a variety of

tests, principally the Rockwell or Vickers hardness tests. The data

on iron is so consistent that it is often used to calibrate

measurements or to compare tests.

Mechanical properties of iron are significantly affected by the

sample’s purity.

Pure iron is actually softer than aluminium

The purest industrially produced iron (99.99%) has a hardness

of 20–30 Brinell.

Increasing the carbon content of the iron will initially cause a

significant corresponding increase in the iron’s hardness and

tensile strength.

14

Hardness of 65 Rockwell C Scale

(HRC) or greater is achieved with a

0.6% carbon content, although this

produces a metal with a low tensile

strength.

A Rockwell Hardness

testing machine

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Western Australia

TOOL STEELS

Rockwell Hardness Testing

Testing involves the application of a minor load followed by a major

load, noting the depth of penetration, i.e. the hardness value,

directly from a dial, with a harder material giving a higher number.

In order to get a reliable reading the thickness of the test-piece

should be at least 10 times the depth of the indentation. Readings

should be taken on a flat surface, perpendicular to the load (convex

surfaces give lower readings).

15

Various Rockwell Scales

Scale Abbreviation Load Indenter Use

A HRA 60 kgf 120° diamond cone† Tungsten carbide

B HRB 100 kgf 1/16 inch diameter (1.588 mm) steel sphere

Aluminium, brass and soft steels

C HRC 150 kgf 120° diamond cone Harder steels

D HRD 100 kgf 120° diamond cone

E HRE 100 kgf 1/8 inch diameter (3.175 mm) steel sphere

F HRF 60 kgf 1/16 inch diameter (1.588 mm) steel sphere

G HRG 150 kgf 1/16 inch diameter (1.588 mm) steel sphere

†Also called a brale indenter

Very hard steel (eg chisels, quality knife blades): HRC 55–66 for

hardened High Speed Carbon and Tool Steels such as M2, W2, O1

and D2.

Axes: about HRC 45-55

Brass: HRB 55 to HRB 93

Fine Wood Work Association

Western Australia

TOOL STEELS

Physical Performance of Steels

Steel is produced to provide a wide range of physical characteristics

for differing users.

16

Machinists want

to cut metals,

including steels,

so cutting tools

have to have the

right mix of

hardness and

toughness.

Extruders want the form to

remain true to very tight

tolerances while hot metal is

forced through the forms.

Woodworkers want cutting

edges that can be hand

sharpened to an edge that holds

its polished faces while being

pushed at variable speeds.

through wood of widely differing

(to us) abrasiveness, by people

with widely differing strengths,

hammers and skill levels.

Fine Wood Work Association

Western Australia

TOOL STEELS

Common Steel Designations

The AISI-SAE (American Iron and Steel Institute – Society of

Automotive Engineers) grading system for steel is the most common

scale used.

Individual alloys within a grade are given a number, for

example: A2, O1, M2 etc.

Cold-working grades: The use of Oil quenching (O-grade) and Air

hardening (A-grade) helps reduce distortion in these steels

Water-hardening grades: W-grade tool steel gets its name from

its defining property of having to be water quenched

Other grades: designated by a variety of letters and numbers

depending on the principal alloying metal (and the country of

origin?)

17

AISI-SAE Tool Steel Grades

Defining Property AISI-SAE grade Significant Characteristics

Water-hardening W

Cold-working

O Oil-hardening

A Air-hardening; medium alloy

D High carbon; high chromium

Shock resisting S

High speed T Tungsten base

M Molybdenum base

Hot-working H

H1–H19: chromium base

H20–H39: tungsten base

H40–H59: molybdenum base

Plastic mold P

Special purpose L Low alloy

F Carbon tungsten

Fine Wood Work Association

Western Australia

TOOL STEELS

W Grade Steels

W-grade steels are essentially high carbon steel.

Low cost compared to other tool steels.

Hardenability is low unless quenched in water. These steels

can attain high hardness (above HRC 60) and are rather

brittle compared to other tool steels.

Toughness is increased by alloying with manganese, silicon and

molybdenum.

Up to 0.20% vanadium is used to retain fine grain sizes during

heat treating.

Typical applications for various carbon compositions are:

0.60–0.75% carbon: machine parts, chisels, setscrews;

properties include medium hardness with good toughness

and shock resistance.

0.76–0.90% carbon: forging dies, hammers, and sledges.

0.91–1.10% carbon: general purpose tooling applications

that require a good balance of wear resistance and

toughness, such as drills, cutters, and shear blades.

1.11–1.30% carbon: small drills, lathe tools, razor blades,

and other light-duty applications where extreme hardness is

required without great toughness.

18

Fine Wood Work Association

Western Australia

TOOL STEELS

Cold Working Steels

Used on larger parts or parts that require minimal distortion

during hardening.

Oil quenching and Air hardening helps reduce distortion

compared to higher stress caused by quicker water quenching.

More alloying elements are used in these steels, as compared to

water-hardening grades. These alloys increase the steels’

hardenability and thus require a less severe quenching process.

These steels are also less likely to crack and are often used to

make knife blades.

19

Oil Hardening Grades

Most common is O1 steel.

Very good cold working steel and also makes very good knives

and chisels. It can be hardened to 57-61 HRC.

Typical O1 composition:

0.90% Carbon

1.0–1.4% Manganese

0.50% Chromium

0.50% Nickel

0.50% Tungsten

Fine Wood Work Association

Western Australia

TOOL STEELS

Air Hardened Steels

Most common (for us wood workers) is A2 Steel (HRC ~65).

Characterised by low distortion during heat treatment because of

their high chromium content.

Their machinability is good for tool steels and they have a

balance of wear resistance and toughness, hence they are harder

to sharpen than O1, but retain their edge longer.

A2 to A10 steels produced for a variety of purposes (I have no

idea how the numbering came about – order of development?).

Typical A2 composition:

1.0% Carbon

1.0% Manganese

5.0% Chromium

0.3% Nickel

1.0% Molybdenum

0.15–0.50% Vanadium

20

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Western Australia

TOOL STEELS

21

D Grade Steels

D2 Steel is most common (HRC ~57).

D grade steels contain between 10% and 18% chromium. These

steels retain their hardness up to a temperature of 425°C

(797°F).

D2 is very wear resistant, but not as tough as lower alloyed

steels.

Mechanical properties of D2 are very sensitive to heat treatment.

It is widely used for shear blades, planer blades and industrial

cutting tools, sometimes used for knives.

Typical D2 composition:

1.5% Carbon

10.0–13.0% Chromium

0.45% Manganese

0.030% Phosphorus

0.030% Silicon

1.0% Vanadium

0.7% Molybdenum

0.30% Sulphur

Fine Wood Work Association

Western Australia

TOOL STEELS

22

High Speed Steels

High speed steels (HSS) are a subset of tool steels commonly used

in tool bits and cutting tools.

Often used in power saw blades and drill bits because it can

withstand higher temperatures without losing its temper

(hardness). This allows HSS to cut faster than high carbon steel,

hence the name.

HSS grades generally display hardness above HRC60 and a high

abrasion resistance compared to common carbon and tool steels.

High speed steels belong to the Fe-C-X multi-component alloy

system where X represents chromium, tungsten, molybdenum,

vanadium and/or cobalt.

More than 0.60% carbon and X component is usually in

excess of 7%.

Approx 10% tungsten and molybdenum in total maximises

hardness and toughness of high speed steels at the high

temperatures generated when cutting metals.

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Western Australia

TOOL STEELS

23

M2 grade HSS

M2 is a HSS in the tungsten-molybdenum series.

Carbides in it are small and evenly distributed, thus it has high

wear resistance.

After heat treatment, its hardness is around 64 HRC, but its

bending strength is very high and it has exceptional toughness.

It is normally used to manufacture a variety of tools, such as drill

bits, taps and reamers.

Fine Wood Work Association

Western Australia

TOOL STEELS

24

Powder Metallurgy Steels

Powder metallurgy (PM) tool steels and HSS manufacture.

1. Produce a steel powder (~50 micron) by nitrogen gas

atomization of a prealloyed melt.

2. Encapsulation of the produced spherical powder in metal

containers.

3. Consolidation of the packed powder by hot isostatic pressing

(HIP) at 1150°C and at a very high pressure which compresses

the powder into a fully dense billet.

4. In most cases, the billet then is rolled or forged to various bar

sizes.

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TOOL STEELS

25

Powder Metallurgy Steels (cont’d)

Performance of the PM steel is, to a large extent, determined by the

steel alloy used to form the powder. PM steels are now third

generation products (i.e. the result of considerable R & D work).

PM creates a refined carbide structure compared to conventional

high alloy grades such as D2 or D3. More uniform microstructure

improves cracking and fatigue resistance while maintaining or

improving wear resistance.

PM process allows more variability in alloys to increase alloying

content and select carbide forming elements other than

chromium, most commonly vanadium. Thus, steelmakers can

increase wear resistance while maintaining a similar or better

cracking resistance.

The small, uniform carbide structure that makes PM steels easier

to grind also delivers ground surfaces with smoother edges when

compared with D2 or D3.

Tool steel providers have developed new super HSS alloy for the

cutting tool market that can achieve hardness of 70 HRC or

slightly higher.

Veritas is selling PM-V11 blades and chisels – presumably this is

an 11% Vanadium (or Veritas trial number11?) – steel with a

hardness of HRC 62.5.

Fine Wood Work Association

Western Australia

TOOL STEELS

26

Japanese Chisel Steels

Steel Alloyant Percentages

O1 A2 White

Steel 1 White

Steel 2 Blue Steel

1 Blue Steel

2

Carbon 0.95 0.95-1.05 1.25-1.35 1.05-1.15 1.25-1.35 1.05-1.15

Manganese 1.2 1.0 0.02-0.03 0.02-0.03 0.02-0.03 0.02-0.03

Silicon 0.4 0.3 0.1-0.2 0.1-0.2 0.1-0.2 0.1-0.2

Chromium 0.5 4.75-5.5 0.3-0.5 0.2-0.5

Tungsten 0.5 1.5-2.0 1.0-1.5

Molybdenum 0.9-1.4

Vanadium 0.2 0.15-0.5

Phosphorus 0.3 0.3 0.025 0.025 0.025 0.025

Sulphur 0.03 0.03 0.004 0.004 0.004 0.004

Japanese chisels can take an extremely sharp edge that lasts a long

time, due mainly to the treatment and type of steel used for the

cutting edge. Today, the most common steels used are “white steel”

and “blue steel”, named from the colour of their packaging paper.

The steel is hardened to a higher degree than most Western chisels,

with 64 HRC being not uncommon. This results in the edge being

less likely to deform under impact, such as when chopping.

Making the chisels uses a forge-welding process, where multiple

layers are repeatedly hammered out, folded over, and forged,

causing the carbides in the steel to become very small and evenly

distributed. This results in an extremely sharp and long-lasting edge.

Laminated Japanese chisels are fabricated with a very hard cutting

layer of steel along the underside of the chisel, forge-welded to a

layer of softer steel or wrought iron along the top and in the tang.

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Western Australia

TOOL STEELS

27

Summary

Softer steels can be more easily sharpened to a fine edge, but

harder steels keep their edge longer.

Any steel – and in particular any tool steel – is a trade-off

between toughness (wear resistance) and hardness (brittleness)

based on the additives and treatment of the steel.

In any trade-off regime, there will be a range of prices for a

range of products… and in general, you’ll get what you pay for.

There is always an element of ‘sharpening time’ vs ‘time between

sharpening’ (just how wear resistant do you want your cutting

edge to be?) that should to be considered in deciding on what

steel to buy.

There will always be new steels being developed, which means

no choice will be correct forever.

Just about any current tool steel will be better than the tool

steels of half a century or more ago because of improvements in

production Quality Control and a better understanding of what

makes a good alloy for a given use.

Additional Information

There is a good Slow Motion Video of a set of Plane Blade and Cap

Iron tests at http://giantcypress.net/post/23159548132/this-is-the-

full-version-of-the-video-created-by?8de140f8

This shows how much influence the cap iron has on the performance

of a plane blade.