Acri 2019

You might also like

Download as pdf or txt
Download as pdf or txt
You are on page 1of 28

Journal Pre-proofs

Influence of manufacturing process on fatigue resistance of high strength steel


bolts for connecting rods

A. Acri, S. Beretta, F. Bolzoni, C. Colombo, L.M. Vergani

PII: S1350-6307(19)30689-2
DOI: https://doi.org/10.1016/j.engfailanal.2019.104330
Reference: EFA 104330

To appear in: Engineering Failure Analysis

Received Date: 17 May 2019


Revised Date: 25 September 2019
Accepted Date: 11 November 2019

Please cite this article as: Acri, A., Beretta, S., Bolzoni, F., Colombo, C., Vergani, L.M., Influence of
manufacturing process on fatigue resistance of high strength steel bolts for connecting rods, Engineering Failure
Analysis (2019), doi: https://doi.org/10.1016/j.engfailanal.2019.104330

This is a PDF file of an article that has undergone enhancements after acceptance, such as the addition of a cover
page and metadata, and formatting for readability, but it is not yet the definitive version of record. This version
will undergo additional copyediting, typesetting and review before it is published in its final form, but we are
providing this version to give early visibility of the article. Please note that, during the production process, errors
may be discovered which could affect the content, and all legal disclaimers that apply to the journal pertain.

© 2019 Published by Elsevier Ltd.


Influence of manufacturing process on fatigue resistance

of high strength steel bolts for connecting rods

A. Acri1, S. Beretta2, F. Bolzoni2, C. Colombo3, L.M. Vergani3

1
Brugola OEB Industriale S.p.A., Piazza Giovanni XXIII 36, 20851 Lissone (MB), Italy
aacri@brugola.com
2
Politecnico di Milano, Chemistry, Material and Chemical Engineering Department ‘‘Giulio Natta’’,
Via Mancinelli 7, 20131 Milan, Italy
silvia.beretta@polimi.it, fabio.bolzoni@polimi.it
3
Politecnico di Milano, Department of Mechanical Engineering, Via La Masa 1, 20156 Milan, Italy
chiara.colombo@polimi.it, laura.vergani@polimi.it

Abstract: The connecting rod (or conrod) is an important component of an internal combustion engine. An

eventual failure of the bolts clamping the big end of conrods can cause failure of the engine; for this reason, they

are addressed as “critical fasteners”. Bolts manufacturers must guarantee steel purity and avoid any surface

defects, thread forming laps, surface decarburization, surface phosphate diffusion or hydrogen embrittlement risk

in order to increase their reliability. This paper is focused on coating treatments of bolts and on their effect on

fatigue life. An experimental testing campaign has been performed to investigate the effect of Mn-phosphate

coating and micro Zn- phosphate coating on fatigue performances of the bolts, compared with the not coated

ones. Particular attention is paid to the surface preparation of the bolt (i.e. by acid pickling or sandblasting)

before the final phosphate coating operation. Diffusible and total hydrogen has been measured on all the bolts to

verify the possible influence of hydrogen embrittlement.

KEYWORDS: Conrod bolt; high strength steel; coating; fatigue; hydrogen embrittlement.
1. INTRODUCTION

Internal combustion engine connecting rod (or conrod) is a critical component with high volume production. It

connects the piston to the rotating crankshaft, transmitting the thrust generated from combustion, and it is

subjected to complex loading. It undergoes high cyclic loads of the order of one billion cycles, which range from

high compressive loads due to combustion, to high tensile loads due to inertia. Therefore, durability of this

component is of critical importance. There are structural and fatigue analyses of connecting rods available in the

literature [1–3]. Although these studies show that, from a design point of view, the weak components of a conrod

are not the bolts, still under certain circumstances a fatigue failure may occur to on the bolts, leading to the

failure of conrod and engine [4]. Typical phenomena investigated in the literature, which can result in bolt

failure, are:

- forming laps [4] or surface cracks [5];

- surface decarburization [6,7];

- surface phosphorus diffusion, occurring during heat treatment when the steel is coated with phosphate

prior to cold heading [8,9];

- hydrogen embrittlement (HE) [10–14] and stress corrosion cracking (SCC) [15,16].

Avoiding these phenomena during bolt production process will allow the compliance of the bolts with

international standards and Original Equipment Manufacturers (OEMs) demands. Due to these requirements and

the critical safety importance of connecting rod integrity, the bolts clamping the big end of a connecting rod are

addressed as “critical fasteners”.

The manufacturing process plays a basic role with respect to the reliability of the bolts. In the present paper we

focus on the treatments needed to coat the bolts. Bolts coating aims at obtaining adequate tribological properties

required during engine assembly and working conditions. As illustrated in [17], a phosphate coating with

lubricating oil is a good combination which guarantees long-lasting adequate friction properties. Before coating

the bolts, it is necessary to remove the surface oxides that can be found after the quenching and tempering

treatment. Chemical or mechanical cleaning (i.e. respectively acid pickling or sandblasting) can be used.

In the present paper we focus on two different coatings for the bolts: manganese phosphate (MP) coating after

chemical cleaning (i.e. acid pickling) of the bolt surface, and micro-zinc phosphate (ZP) coating after

sandblasting cleaning of the bolt surface. Hence, the main difference between these two considered treatments is

the surface cleaning process before the final bolt phosphate coating operation.
Our aim consists in investigating the effect of these two alternative coating treatments on bolts’ fatigue life and

failure modes. Moreover, a further specific goal of the research is to assess if the chemical cleaning and/or the

coating operations of bolt surface can cause the presence of hydrogen in concentration sufficient to induce an

embrittling effect.

Therefore, we performed an extensive experimental campaign on conrod bolts made of high strength steel. Three

series of bolts, having the same geometry, were subjected to different manufacturing processes to obtain the

series: 1) without coating, 2) with a manganese phosphate (MP) coating and 3) with a micro-zinc phosphate (ZP)

coating.

2. MATERIALS AND METHODS

2.1 Materials

The conrod fasteners investigated in this paper are M9 bolts with a pitch of 1.25mm and a length of 45mm (Fig.

1). All the samples belong to the same batch. Tab. 1.a shows the chemical composition of the adopted steel

32CrB4, a high strength low alloy steel defined in ISO-4967 [18]. The purity of the steel (i.e. absence of non-

metallic inclusions) is very high: the purity grade K2 according to ISO-4967 [19] is lower than 3.

A thermal treatment is applied to the samples that implies 80 minutes into the A3 zone (austenizing). After

quenching and tempering heat treatment, the average value of the ultimate tensile strength (UTS) is equal to

1250 MPa, and the core hardness is around 40 HRC. Hence, this bolt has a 12.9 grade according to ISO 898-1

[7]. Tab. 1.b summarizes the details of the mechanical properties.

This bolt is mounted in internal combustion engine connecting rods for automotive applications and it is a

“critical fastener”. As critical fastener, manufacturers have to guarantee the absence of any embrittlement risk.

Fig. 2 shows the magnifications collected by means of an optical microscope before any coating process, which

confirm the absence of surface decarburization (Figs. 2.A and 2.C), the absence of surface phosphorus diffusion

or delta-ferrite (Figs. 2.A and 2.C), martensitic tempered steel without inclusions (Fig. 2.B), the absence of

surface defects on head fillet (Fig. 2.A) and absence of thread forming laps (Fig. 2.C).

2.2 Manufacturing process

Fig. 3 shows a flowchart with the steps followed during the manufacturing process of the conrod bolts.

The steel wire is obtained by rolling a steel billet, produced with a continuous casting process.
Before any cold forging operation, annealing is a heat treatment to be performed in order to obtain the required

mechanical properties, i.e. has been applied to all the three manufacturing processes.

A very important step is the preparation of the wire before cold forging: after rolling and annealing processes, a

layer of steel oxide is generated on wire surface. This oxide layer should be removed before the following

thermo-mechanical operations. A chemical cleaning (acid pickling) or a mechanical cleaning (dry sandblasting

with sharp sand) can be adopted alternatively. In critical applications, as the present case, sandblasting is

preferred [10].

Once the surface is free of any oxide residuals, the following step is to apply a lubricating coating to the whole

wire surface, that is necessary for to the next cold forging operation. After the sandblasting, we selected a

polymer-wire coating to lubricate the wire surface.

Then, the bolt is shaped through cold forging operations, consisting of wire drawing and several forging steps.

As described in [20], hardness distribution after cold forging is not constant. Therefore, the ultimate tensile

strength (UTS) of the bolt is not a parameter under control during the manufacturing process. In order to govern

this mechanical property of the final product, a quenching and tempering treatment is required [21].

Thread rolling operation performed after heat treatment is fundamental to improve the fatigue performance of the

bolts, due to the compressive residual stresses induced by the treatment [22].

Non-coated (NC) bolts are collected after the thread rolling; on the other hand, bolts with two different coatings

are considered. Bolt surface is prepared for the phosphate coating following specific procedures: acid pickling

for Mn-phosphate (MP) coated bolts, and sandblasting for Zn-phosphate (ZP) coated bolts.

The acid adopted to clean MP bolt surface before phosphate coating is a 30% solution of HCl at 10%, H 3PO4 at

5%, and H2SO4 at 20% in water. Acid bath temperature of 30°C was considered with exposition time of 10min.

Sandblasting not only removes the oxides generated during quenching treatment from the ZP bolt surface, but

also increases surface micro-hardness [23]. ZP is defined as “micro” coating because the average dimension of

the phosphate crystals in this application is 4 µm. Conversely, MP crystals have higher dimensions. A

comparison analysis between MP and ZP (in terms of crystal morphology, corrosion and protection

characteristics) can be found in [24,25]; moreover, the reference [26] gives some details on the phosphating

coating process.

2.3 Measurement of hydrogen content

Hydrogen embrittlement is a phenomenon consisting in a complex interaction between solute hydrogen atoms
and the micro-structure of the material. Consequently, the effects of hydrogen on the mechanical properties of

steels depend on many parameters: chemical composition, microstructure (phases, constituents, precipitates and

inclusions) and macrostructure (banding and segregations) of the steel, and the hydrogen charging conditions

(source of hydrogen, temperature, surface conditions, stress/strain conditions during charging [27,28]) and the

loading conditions (stress gradients).

From the microstructural viewpoint, absorption and diffusion of hydrogen in steel depend on its crystal lattice,

the presence and distribution of the phases and the reticular defects [29]. The flow of hydrogen inside the

material is influenced by the presence of traps [30] that can be classified according to their type of interaction

and activation energies. Depending on the temperature and time required to release the hydrogen from the steel

we may distinguish:

1. Reversible traps (e.g. voids, grain boundaries, dislocations [31]) which require low activation energy;

hydrogen trapped in these traps is the so-called diffusible hydrogen. In this case the hydrogen can be

released from steel at temperatures below 200°C (also at ambient temperature for an exposition time

above 24h [28]). The diffusible hydrogen is then able to move into the lattice and towards highly

stressed regions of the component, such as notches and crack tips, thus inducing embrittlement [32].

2. Irreversible traps (e.g. fine Cr, V or Mo carbides in steel [12,33], MnS or Fe3C [34,35]) require high

activation energy; the hydrogen trapped here is called non-diffusible hydrogen. As shown in [32], also

after long-term backing at 190°C this hydrogen is not released: temperatures higher than 200°C are

required. Irreversible traps can reduce hydrogen diffusivity and steel vulnerability to embrittlement

[36,37].

Among the different experimental methods to measure of hydrogen embrittlement in steels, we selected two

techniques: 1) the glycerin method, allowing for the measurement of the diffusible hydrogen content, and 2) the

hot extraction method by LECO machine, allowing for the measurement of the total hydrogen content, i.e.

diffusible and trapped.

To measure the diffusible hydrogen, all the bolts are collected immediately after production, stored in dry ice for

2h (for the transport from the production site to the analysis laboratory), and then stored in liquid nitrogen before

the measurement with the glycerin method. Test is performed by dipping the sample into a hot glycerin bath at

200°C, and by measuring the released hydrogen in the gas form.


On the other side, regarding the hot extraction method, tests for the determination of total hydrogen content are

performed after a rest time of at least 2 weeks at ambient temperature by means of a LECO ONH-836-Series

machine.

2.4 Fatigue tests

Fatigue tests are carried out on NC, MP and ZP bolts at least within 2 weeks after the production. Uniaxial

fatigue tests are performed according to ISO 3800 [38] at constant mean stress, using threaded nuts with

hardness 42 HRC. The used hydraulic fatigue testing machine is the MTS 810, with the maximum capacity of

±250kN.

Fatigue tests are performed with the following settings:

- mean load 37.9 kN, i.e. mean stress 865 MPa, corresponding to 77% of minimum yield stress of the bolt’s

material;

- test frequency: 100Hz;

- maximum number of cycles to consider runout: 5 000 000.

The fatigue limit is obtained testing by 13 bolts for each type, i.e. NC, MP and ZP. In addition to these 13

specimens, for the estimation of Wohler’s curve 8 NC, and 10 MP and 10 ZP coated bolts are tested. Test nuts

used are in accordance with ISO 3800; new nuts are used for each test.

Fracture surfaces are then investigated by means of a scanning electron microscope (SEM).

3. RESULTS

3.1 Hydrogen content

Tab. 2 shows the results of the measured diffusible and total hydrogen content.

Although the glycerin method can be affected by some measurement errors and the sensitivity is low [39,40], it

is possible to state that in all specimens the diffusible hydrogen measured is negligible. The amount is, in fact,

lower than 0.1ppm in all specimens. This diffusible hydrogen is the most dangerous, because it can move

through the lattice of the steel and concentrate at the most stressed regions.

On the other hand, the measured total hydrogen is not negligible, in the range between 2.5-2.9 ppm, but similar

in all samples. This means that most of the hydrogen embedded into the samples is in irreversible traps, while a

very little quantity is in the lattice and can diffuse. Therefore, the results in Tab. 2 show that the final coating

operation does not influence the diffusible hydrogen and its quantity remains negligible.
3.2 Fatigue tests

Tests are performed in accordance with [38], for the determination of Wohler’s curve (Fig. 4) and the fatigue

limit with the stair case approach (Tab. 3). Wohler’s mean lines are obtained by interpolating experimental data

with the exponential law: in the bi-logarithmic plot of Fig. 4.

From the results of Fig. 4 and Tab. 3 it is possible to assess that the differences between non-coated bolts NC and

bolts with micro-Zn phosphate coating ZP deposited after sandblasting are negligible. Conversely, the fatigue

limit of bolts coated with manganese coating MP (whose surface was prepared with acid pickling) is averagely

13% lower than the NC samples. Moreover, the slope of Wohler’s curve in the finite life region of MP bolts, i.e.

B coefficient in Tab.3, is 41% higher than the corresponding NC one. This confirms lower fatigue resistance of

MP bolts compared with NC and ZP bolts.

3.3 Fractography

Fig. 5 shows the different failure zones of the bolts, as reported in Tab. 3. All the tested bolts, belonging to the

same set, failed systematically in these ways.

Fig.6 shows the SEM analyses of the fracture surface performed on a NC bolt, subjected to a stress amplitude of

σa = 139MPa and failed at Nf = 282669 cycles. Three different zones are visible:

a) the fatigue crack propagation zone that is highlighted by a red line in Fig. 6a. Point C (yellow square in

Fig.6b) is a possible initiation zone at the external surface. Fig.6c is an enlargement of the initiation

zone and Fig.6e shows a magnification of the morphology of the crack propagation zone;

b) the transition between the fatigue crack growth and the ductile fracture zone (Fig.6d);

c) the final instantaneous fracture zone that is ductile and characterized by dimples (Fig.6f).

Fig. 7 shows the SEM images of the fracture surface of a ZP bolt, subjected to a stress amplitude of σa = 160

MPa and failed at Nf= 206785 cycles. The fatigue crack propagation zone is highlighted by a red line (Fig.7a)

and it is similar to the previous one; the initiation is always at the external surface (point B in Fig. 7a, and

magnification in Fig. 7b). In Fig.7c the morphology of the fatigue propagation zone is similar to the previous one

(Fig. 6e) with evident fatigue striations. Fig. 7d shows the final ductile fracture zone with dimples.

Fig. 8 shows the SEM analyses of the fracture surface of MP bolt, subjected to a stress amplitude of σa = 89

MPa and failed at Nf = 636069 cycles. The same fracture zones of the previous samples can be evidenced: a red

line in Fig. 8a highlights the fatigue crack propagation zone; the crack initiation is at the external surface (point
B in Fig. 8a). The morphology of the crack propagation, shown in Figs. 8b and 8c, is similar to the previous

samples (Fig. 6e and Fig. 7c) and the final instantaneous fracture zone (Fig. 7d) is ductile characterized by

dimples.

By comparing all the performed analyses, we can conclude that the fracture surfaces for the different bolts are

characterized by similar fatigue propagation morphologies. The crack initiation is located always at the external

surfaces. No intergranular crack propagation can be identified and the presence of dimples is evident in the final

fracture zone. None of the analyzed fracture surfaces shows the typical hydrogen embrittlement characteristics,

visible for instance in [14,27,41–43]. We can therefore state that failures are not caused by hydrogen

embrittlement.

Another important aspect is related to the extension of the fatigue propagation region with respect to the final

fracture zone. We can state, in fact, that these extensions are similar for all the samples, even if the applied stress

amplitudes and the durations are different. We could suppose that the effect of the different treatments is

accounted by different nucleation phases.

4. DISCUSSION

The difference in failure locations is an important aspect to be considered: all NC bolts failed at the head

shoulder fillet (under head failure mode), while all MP and ZP bolts failed systematically at the first engaged

thread. In order to provide an insight into this behavior, we will focus on the following factors that can influence

fatigue strength and life, especially locally at the surface:

1) the stress concentration factor Kt, function of bolt geometry, and in particular of the fillet radius, which

is the same for all the samples;

2) the presence of residual stresses;

3) the different surface qualities of the bolts obtained from the manufacturing process.

According to [44], the stress concentration factor at the head shoulder fillet (Kth) is smaller than that of the first

engaged thread root Ktt.. The respective values are: Kth= 2.3 and Ktt= 3.8. This difference, that is about 65%, is

mainly due to the non-uniform distribution of the applied load among the threads. Indeed, for standard nuts, it

results typically that the first engaged thread has to bear about 30-35% of the total load [44].

Besides, according to [22,23] thread rolling after heat treatments generates a compressive field of residual

stresses, leading to beneficial effects on fatigue performances. Thread rolling is applied only at the threads, and

not at the fillet below bolt head. Therefore, for this particular geometry, we can assume that NC bolts fail at the
head shoulder fillet because the effect of residual stresses on the threads prevails on the stress concentration

related to Ktt.

ZP and MP samples fail at thread root probably because the compressive residual stresses are reduced during the

coating processes.

On the other hand, attention should be addressed to the surface quality to explain the differences in fatigue

performance of MP and ZP bolts, having the same geometry and residual stresses due to thread rolling. Indeed,

even if they experience the same failure mode at the first engaged thread, their fatigue strength and life are

different.

Fig. 9 shows a magnification with optical microscope to support the discussion on the surface finishing at the

thread root of MP and ZP bolts that are, respectively, treated with acid pickling and sandblasting.

Comparing Fig. 9.a and Fig. 9.b, we can state that the MP bolts show a more irregular surface with small acid

corrosion of maximum depth of 10µm, with round shape. ZP bolts do not exhibit pitting on bolt surface, as the

maximum depth of the surface roughness is lower than 2µm (see detail in Fig. 9.b).

According to the literature, when dealing with crack propagation from defects, one of the main parameters is the

square root area introduced by [45]. The considered square root area, , corresponds to the area of a defect

projected in the direction of the maximum tensile stress. It is a geometrical parameter proportional to the

maximum stress intensity factor and it controls the fatigue strength of materials containing small defects,

because it is related to the threshold of crack propagation from defects.

Referring to the surface defects found in MP bolts (Fig. 9.a), we can state that they are characterized by

, which has almost no influence on the fatigue strength of metals [46], even if we suppose its

location at the thread root. Indeed, according to this paper, the minimum considered value of is around 25

μm to appreciate a variation in the rotating fatigue limit of at least 10%.

Thus, the decrease in the fatigue limit of MP with respect to ZP bolts remains a non-trivial question. Some works

showed that sandblasting not only improves surface quality but also induces partially and locally the

compressive residual stresses [23,47], leading to beneficial effects in terms of fatigue resistance. However, it is

opinion of the authors that sandblasting has a limited effect on residual stresses, because its input energy is much

smaller than the requirements for shot peening.

Moreover, studies on a different application proved that residual stresses are relaxed due to corrosive phenomena

[48–50]. The partial relaxation of residual stresses due to acid pickling can be one of the reasons inducing MP

bolts to have the lowest fatigue resistance among the investigated processes.
As a conclusion to this discussion, we can hypothesize that the decrease in fatigue limit between ZP and MP

bolts could be a mixed phenomenon attributed to small improvements related to sandblasting operation in ZP

bolts on the one hand, and on the other to small worsening related to the surface finishing with pit formation and

to partial stress relaxation due to acid pickling of MP bolts. Anyway, the authors underline that more research is

required in this direction to better understand the phenomenon.

CONCLUSIONS

In this paper different manufacturing processes of high strength steel bolts have been investigated. Particular

attention has been paid to the final surface preparation (acid pickling or sandblasting required before final

coating) and to the coating process. The different investigated bolts are: i) NC bolts, thread rolled after heat

treatment but not coated; ii) ZP bolts, coated with micro-zinc phosphate after sandblasting; and iii) MP bolts

coated with manganese phosphate after acid pickling. These coating processes are correlated with hydrogen

content, surface quality and fatigue resistance of the final product. The following conclusions can be drawn:

- The investigated processes did not underline the risk of hydrogen embrittlement. Indeed, the measured of

diffusible hydrogen was negligible in all tested samples. Moreover, the fractography images collected after

fatigue testing confirmed that the failures are not related to hydrogen embrittlement in any of the series.

- Fatigue tests on the three bolt types evidenced a different fatigue life, both in terms of Wohler’s slope and

of fatigue limit between the series. Despite MP bolts are produced according to OEMs requirements, they

had lower fatigue resistance (-13% with respect to NC samples). Failure modes were also different: NC

bolts failed at the head fillet, while ZP and MP bolts failed at the first engaged thread.

- Fractography analysis suggested that cracks propagated from bolt surfaces in all investigated samples.

- Focusing on NC samples, we could hypothesize that the failure at the head, where stress concentration

factor is smaller than the first engaged thread, is due to thread rolling. Indeed, this mechanical treatment

induces a compressive residual stress field on the threads but not at the bolt head.

- Comparing MP and ZP bolts, both failing at the threads, we could identify different but not comprehensive

explanations to the decrease of fatigue limit of MP series. Considering this bolt type, we could identify

some micro-pitting due to acid pickling, which can also partially relax the residual stresses; on the other

hand, for ZP bolts, sandblasting could have partially improved this field and helped to widen the range

between fatigue limit of MP and ZP bolts. Probably, the experimental evidence of this variation in the

fatigue performances is connected with a combination of all these phenomena.


ACKNOWLEDGEMENTS

The authors gratefully acknowledge the support of E.S. Brugola for its continuous effort in research and

development of fastening technologies. The authors also acknowledge Brugola OEB Industriale S.p.A. (Piazza

Giovanni XXIII 36, 20851 Lissone, Italy) for the production of the bolts discussed in this paper. A special thanks

goes to R. Cenni, G. Ambrosini and Fimeur Group S.r.l. (Via P. M. Curie 31, 25046 Cazzago S. Martino, Italy)

for the support during the coating process described in this research.

The authors thank Eng. Francesca Brunella from Politecnico di Milano, Chemistry, Material and Chemical

Engineering Department ‘‘Giulio Natta’’ for the SEM analyses and discussions.

REFERENCES
[1] Shenoy PS, Fatemi A. Dynamic analysis of loads and stress in connecting rods. Proc Inst Mech Eng Part
C J Mech Eng Sci 2006;220:615–24. doi:10.1243/09544062JMES105.
[2] Skoglund P, Bengtsson S. Materials for highly loaded parts such as connecting rods. Powder Metall
Automot Appl 2002:239–46.
[3] Rakic S, Bugaric U, Radisavljevic I, Bulatovic Z. Failure analysis of a special vehicle engine connecting
rod. Eng Fail Anal 2017;79:98–109. doi:10.1016/j.engfailanal.2017.04.014.
[4] Griza S, Bertoni F, Zanon G, Reguly A, Strohaecker TR. Fatigue in engine connecting rod bolt due to
forming laps. Eng Fail Anal 2009;16:1542–8. doi:10.1016/j.engfailanal.2008.10.002.
[5] ISO 6157-3:1988. Fasteners - Surface discontinuities. Part 3: Bolts, screws and studs for special
requirements.
[6] Ling L, Rong W. Failure analysis on fracture of worm gear connecting bolts. Eng Fail Anal
2014;36:439–46. doi:10.1016/j.engfailanal.2013.09.009.
[7] EN ISO 898-1:2015. Mechanical properties of fasteners made of carbon steel and alloy steel. Part 1:
Bolts, screws and studs with specified property classes - Coarse thread and fine pitch thread.
[8] Hyde RS, Krauss G, Matlock DK. Phosphorus and carbon segregation: Effects on fatigue and fracture of
gas-carburized modified 4320 steel. Metall Mater Trans A 1994;25:1229–40. doi:10.1007/BF02652297.
[9] Cioto R, Collares AR, Zuffo CH. The Effect of Delta Ferrite on the Fatigue Behavior of High Resistance
Threaded Fastener. SAE Tech Pap Ser 2010;1. doi:10.4271/2008-36-0063.
[10] Louthan MR. Hydrogen embrittlement of metals: A primer for the failure analyst. J Fail Anal Prev
2008;8:289–307. doi:10.1007/s11668-008-9133-x.
[11] Akiyama E. Evaluation of Delayed Fracture Property of High Strength Bolt Steels. ISIJ Int 2012;52:307–
15. doi:10.2355/isijinternational.52.307.
[12] Omura T. Hydrogen Entry and its Effect on Delayed Fracture Susceptibility of High Strength Steel Bolts
under Atmospheric Corrosion. ISIJ Int 2012;52:267–73. doi:10.2355/isijinternational.52.267.
[13] Hui W, Zhang Y, Zhao X, Shao C, Wang K, Sun W, Yu T. Influence of cold deformation and annealing
on hydrogen embrittlement of cold hardening bainitic steel for high strength bolts. Mater Sci Eng A
2016;662:528–36. doi:10.1016/j.msea.2016.03.104.
[14] Domankova M, Kienreich R, Mitsche S, Sommitsch C, Kuduzović A, Poletti M. Investigations into the
delayed fracture susceptibility of 34CrNiMo6 steel, and the opportunities for its application in ultra-high-
strength bolts and fasteners. Mater Sci Eng A 2013;590:66–73. doi:10.1016/j.msea.2013.10.019.
[15] Lynch SP. Metallographic contributions to understanding mechanisms of environmentally assisted
cracking. Metallography 1989;23:147–71. doi:10.1016/0026-0800(89)90016-5.
[16] Villalba E, Atrens A. Hydrogen embrittlement and rock bolt stress corrosion cracking. Eng Fail Anal
2009;16:164–75. doi:10.1016/j.engfailanal.2008.01.004.
[17] Farias MCM, Santos CAL, Panossian Z, Sinatora A. Friction behavior of lubricated zinc phosphate
coatings. Wear 2009;266:873–7. doi:10.1016/j.wear.2008.10.002.
[18] EN 10263-4:2017. Steel rod, bars and wire for cold heading and cold extrusion. Part 4: Technical
delivery conditions for steels for quenching and tempering.
[19] ISO-4967:2013. Steel - Determination of content of non-metallic inclusions - Micrographic method
using standard diagrams.
[20] Janíček L, Petruška J, Maroš B, Rusz S. Cold forming of bolts without thermal treatment. J Mater
Process Technol 2002;125–126:341–6. doi:10.1016/S0924-0136(02)00296-0.
[21] Totten GE. Steel Heat Treatment Handbook, Second Edition - 2 Volume Set. CRC Press. Boca Raton:
2018. doi:10.1201/9781482293029.
[22] Ifergane S, Eliaz N, Stern N, Kogan E, Shemesh G, Sheinkopf H, Eliezer D. The effect of manufacturing
processes on the fatique lifetime of aeronautical bolts. Eng Fail Anal 2001;8:227–35.
doi:10.1016/S1350-6307(00)00013-3.
[23] Arifvianto B, Mahardika M, Salim UA, Widodo TD, Dewo P, Suyitno. Effect of cold working and
sandblasting on the microhardness, tensile strength and corrosion resistance of AISI 316L stainless steel.
Int J Miner Metall Mater 2012;19:1093–9. doi:10.1007/s12613-012-0676-1.
[24] Weng D, Jokiel P, Uebleis A, Boehni H. Corrosion and protection characteristics of zinc and manganese
phosphate coatings. Surf Coatings Technol 1997;88:147–56. doi:10.1016/S0257-8972(96)02860-5.
[25] Fouladi M, Amadeh A. Comparative study between novel magnesium phosphate and traditional zinc
phosphate coatings. Mater Lett 2013;98:1–4. doi:10.1016/j.matlet.2013.01.061.
[26] Bertorelle E. Trattato di galvanotecnica. Ulrico Hoepli, Milano, 1977, in Italian.
[27] Vergani L, Colombo C, Gobbi G, Bolzoni FM, Fumagalli G. Hydrogen effect on fatigue behavior of a
quenched&tempered steel. Procedia Eng., vol. 74, 2014. doi:10.1016/j.proeng.2014.06.299.
[28] Colombo C, Fumagalli G, Bolzoni F, Gobbi G, Vergani L. Fatigue behavior of hydrogen pre-charged
low alloy Cr-Mo steel. Int J Fatigue 2015;83:2–9. doi:10.1016/j.ijfatigue.2015.06.002.
[29] Pedeferri P. Corrosion Science and Engineering. Springer International Publishing; 2018.
doi:10.1007/978-3-319-97625-9.
[30] Venezuela J, Liu Q, Zhang M, Zhou Q, Atrens A. A review of hydrogen embrittlement of martensitic
advanced high-strength steels. Corros Rev 2016;34:153–86. doi:10.1515/corrrev-2016-0006.
[31] Choo WY, Lee JY. Thermal Analysis of Trapped Hydrogen in Pure Iron. Metall Trans A, Phys Metall
Mater Sci 1982;13 A:135–40. doi:10.1007/BF02642424.
[32] Thomas RLS, Scully JR, Gangloff RP. Internal hydrogen embrittlement of ultrahigh-strength AERMET
100 steel. Metall Mater Trans A Phys Metall Mater Sci 2003;34:327–44. doi:10.1007/s11661-003-0334-
3.
[33] Dogan H, Li D, Scully JR. Controlling hydrogen embrittlement in precharged ultrahigh-strength steels.
Corrosion 2007;63:689–703. doi:10.5006/1.3278418.
[34] Lee JY, Lee SM. Hydrogen trapping phenomena in metals with B.C.C. and F.C.C. crystals structures by
the desorption thermal analysis technique. Surf Coatings Technol 1986;28:301–14. doi:10.1016/0257-
8972(86)90087-3.
[35] Maroef I, Olson DL, Eberhart M, Edwards GR. Hydrogen trapping in ferritic steel weld metal. Int Mater
Rev 2003;47:191–223. doi:10.1179/095066002225006548.
[35] Gangloff RP. 6.02 - Hydrogen-assisted Cracking. Compr. Struct. Integr., vol. 6, 2007, p. 31–101.
doi:10.1016/B0-08-043749-4/06134-6.
[37] Pressouyre GM, Bernstein IM. A quantitative analysis of hydrogen trapping. Metall Trans A
1978;9:1571–80. doi:10.1007/BF02661939.
[38] ISO 3800:1993. Threaded fasteners – Axial load fatigue testing – test methods and evaluation of results.
[39] OHTSUBO T, GOTO S, AMANO M. Development of an Apparatus for Determination of Diffusible
Hydrogen in Steel. Tetsu-to-Hagane 2017;70:277–84. doi:10.2355/tetsutohagane1955.70.2_277.
[40] Bolzoni F, Fassina P, Fumagalli G, Lazzari L, Re G. Hydrogen charging of carbon and low alloy steel by
electrochemical methods. Eurocorr, 2010, p. 1–16.
[41] Lee YH, Park K-T, Lee DL, Lee CS, Kim JS. Microstructural influences on hydrogen delayed fracture of
high strength steels. Mater Sci Eng A 2008;505:105–10. doi:10.1016/j.msea.2008.11.040.
[42] Gobbi G, Colombo C, Vergani L. A cohesive zone model to simulate the hydrogen embrittlement effect
on a high-strength steel. Frat Ed Integrita Strutt 2016;10. doi:10.3221/IGF-ESIS.35.30.
[43] Fassina P, Brunella F, Lazzari L, Re G, Vergani L, Sciuccati A. Fatigue behavior of pipeline steel under
hydrogen environment and low temperature. Procedia Eng 2011;10:3345–52.
doi:10.1016/j.proeng.2011.04.552.
[44] Shigley JE, Mischke CR. Mechanical Engineering Design. 5th ed. McGraw-Hill; 1989.
[45] Murakami Y, Endo M. Quantitative evaluation of fatigue strength of metals containing various small
defects or cracks. Eng Frac Mech 1983;17:1-15. doi:10.1016/0013-7944(83)90018-8.
[46] Murakami Y, Beretta S. Small Defects and Inhomogeneities in Fatigue Strength: Experiments, Models
and Statistical Implications. Extremes 1999;2:123–47. doi:10.1023/A:1009976418553.
[47] Jiang XP, Wang XY, Li JX, Li DY, Man C-S, Shepard MJ, Zhai T. Enhancement of fatigue and
corrosion properties of pure Ti by sandblasting. Mater Sci Eng A 2006;429:30–5.
doi:10.1016/j.msea.2006.04.024.
[48] Amirat A, Mohamed-Chateauneuf A, Chaoui K. Reliability assessment of underground pipelines under
the combined effect of active corrosion and residual stress. Int J Press Vessel Pip 2006;83:107–17.
doi:10.1016/j.ijpvp.2005.11.004.
[49] Xu LY, Cheng YF. Reliability and failure pressure prediction of various grades of pipeline steel in the
presence of corrosion defects and pre-strain. Int J Press Vessel Pip 2012;89:75–84.
doi:10.1016/j.ijpvp.2011.09.008.
[50] Zupanc U, Grum J. Effect of pitting corrosion on fatigue performance of shot-peened aluminium alloy
7075-T651. J Mater Process Technol 2010;210:1197–202. doi:10.1016/j.jmatprotec.2010.03.004.
Highlights
· Connecting rod bolts are critical fasteners
· Fatigue tests to highlight the effect of coatings (Mn-phosphate and micro Zn-phosphate) on
fatigue performance
· Analysis of hydrogen content, correlated to the manufacturing process
· Fractographic investigation of crack initiation and propagation
Figure 1 – Geometry of the investigated bolt; dimensions in mm.
Figure 2 – A: bolt head fillet; B: martensitic tempered structure at the center of the bolt; C: bolt threads. These
images are collected by an optical microscope after thread rolling process and confirm the absence of
decarburization, delta-ferrite, inclusions, surface defects or thread forming laps before coating process.
Rolling

Annealing

Sandblasting

Polymer
wire-coating

Cold forging

Quenching
and tempering

Thread rolling NC bolts

Acid pickling Sandblasting

Mn-phosphate Zn-phosphate
bolt-coating bolt-coating

MP bolts ZP bolts

Figure 3 – Typical steps of the conrod bolt manufacturing process from rolling to final bolt coating. The three
bolt types considered in the present paper are collected: after thread rolling (NC); after coating with Mn (MP),
and after coating with Zn (ZP).
Figure 4 – Results of the fatigue tests: Wohler’s curve determined for NC (non-coated bolts), MP (bolts with
acid cleaning and manganese phosphate coating), and ZP (sandblasted bolts coated with micro-zinc phosphate).
Both axes are in logarithmic scale.
Figure 5 – Examples of failure mode in fatigue testing.
Figure 6 – SEM analysis of NC bolt failed during fatigue testing. A) and B) Fracture surface of bolt head.
C) Possible location of crack initiation. D) Transition from fatigue growth and ductile crack propagation.
E) Morphology of fatigue crack propagation. F) Final failure dimples.
NC specimen with alternate stress σa = 139MPa, number of cycles to failure Nf = 282669 cycles.
Figure 7 – SEM analysis of ZP bolt failed during fatigue testing. A) Fracture surface (the red line indicate
approximately the fatigue crack propagation).
B) Detail of fatigue fracture surface. C) Morphology of fatigue crack propagation. D) Final failure dimples.
ZP specimen with alternate stress σa = 160 MPa, number of cycles to failure Nf = 206785 cycles.
Figure 8 – SEM analysis of MP bolt failed during fatigue testing. A) Fracture surface.
B) Possible location of crack initiation. C) Morphology of fatigue crack propagation. D) Final failure dimples.
MP specimen with alternate stress σa =89 MPa, number of cycles to failure Nf = 636069cycles.
a.

Surface cleaning: acid pickling


50 μm

b.

Surface cleaning: sandblasting


50 μm

10 μm

Figure 9 – Thread roots of: a. MP bolts: measure of the corrosion pit. b. ZP bolts with magnification: no pitting.
Table 1 – a. Chemical composition (weigh %) and (b.) mechanical properties of the adopted steel.

a.

C S P Mn Cr Ni Mo B Fe

0.33 0.008 0.013 0.81 1.09 0.026 0.012 0.0037 97.5

b.
Average ultimate tensile strength, UTS (MPa) 1250
Average yield stress, YS (MPa) 1125
Property class of the fastener according to ISO 898-1 12.9
Average core hardness (HRC) 40
Steel microstructure Tempered martensite
Purity grade according to ISO 4967 K2<3
Table 2 – Diffusible and total hydrogen content measured at different stages of the production process.

Sample Diffusible H [ppm] Total H [ppm]

NC < 0.1 2.7

MP < 0.1 2.9

ZP < 0.1 2.5


Table 3 – Alternate fatigue limit measured on bolts at different stages of production process; confidence limits
are calculated following ISO 12107:2012(E) standard. Wohler’s average coefficients are obtained by
interpolating the experimental data with the law: .

Sample Fatigue limit [MPa] A [MPa] B Failure zone

NC 108±9 2886 -0.242 under the head

MP 94±2 686 -0.144 at the first engaged thread

ZP 118±4 1955 -0.209 at the first engaged thread


Conflict of Interest.
Declaration of interest: none

You might also like