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MaterialsReading time 12 min

Heat Treatment Notes: What the Shop Must Actually Do

A short heat-treatment note can change the whole route: when to machine, how much stock to leave and how to manage distortion. Read the hardness, depth and process requirements before planning the job.

01Common heat treatments

NameWhat happensPurposeTypical hardness
AnnealingHeat, then cool in the furnaceSoften, relieve internal stress, improve machinabilityHB 150 ~ 200
NormalisingHeat, then cool in airRefine grain, even out the structureHB 170 ~ 250
QuenchingHeat, then cool rapidlyProduce martensite; the highest hardnessHRC 55 ~ 65
TemperingReheat and hold after quenchingReduce brittleness, stabilise dimensionsDepends on temperature
Quench and temperQuenching plus high-temperature temperingBalance of strength and toughnessHRC 25 ~ 35
Quenching is normally followed by tempering; the required cycle depends on material and properties.

02Hard case, tough core

Gears, cams and shafts often need a hard wearing surface while keeping a tougher core. That is why the drawing may call for case hardening rather than through hardening. The required depth and hardness determine both the treatment route and how much machining must follow.

MethodPrincipleCase depthMaterials
Carburise and quenchDiffuse carbon into the surface, then quench0.3 ~ 2.0 mmLow-carbon steels such as SCM415, SCr420
NitridingDiffuse nitrogen into the surface; no quench needed0.1 ~ 0.6 mmNitriding steels containing Al, Cr or Mo
Induction hardeningInduction-heat the surface layer, then quench0.5 ~ 5 mmMedium-carbon steels such as S45C, SCM440
Flame hardeningFlame-heat the surface layer, then quench1 ~ 6 mmMedium-carbon steel, cast iron
Nitriding is performed below typical quenching temperatures and often limits distortion, but verify the route for the part.

A note such as “carburize, quench to HRC 58–62, effective case depth 0.8–1.2 mm” specifies three different things: process, surface hardness and depth. Hardness alone does not say how far the wear-resistant layer extends.

03Reading hardness scales

ScaleIndenter and loadTypical useConversion
HRC120° diamond cone, 150 kgfHardened steel, HRC 20 to 70The most common
HRB1.588 mm steel ball, 100 kgfMild steel, copper alloysHRB 100 ≈ HRC 20
HV (Vickers)Square-based diamond pyramidThin parts, case layers, platingHV 550 ≈ HRC 52
HB (Brinell)Steel or carbide ballCastings, large parts, coarse grainHB 300 ≈ HRC 32
Hardness-scale conversions are estimates. Measure on the scale specified by the drawing when possible.

04Where treatment fits in the route

The same drawing can require a different route depending on whether final machining comes before or after heat treatment. Plan stock allowance and inspection points around that sequence.

  1. Before finishing. Distortion from heat treatment gets machined out afterwards, so dimensional accuracy is good. But the material is now hard and only grinding or hard turning will touch it: expensive and slow.
  2. After finishing. Ordinary cutting can be used and it is efficient. But distortion cannot be corrected, so the drawing tolerances must be wide enough to absorb it.
  3. Two stages. Rough machine, quench and temper, finish machine, case harden, grind. The standard route for high-accuracy gears and shafts: the longest and the most expensive.

A tight form tolerance alongside a high post-treatment hardness may call for grinding or another finishing process after heat treatment. Confirm the route during quoting, not after the parts have been quenched.

05Allowing for distortion

Quenching can change dimensions and shape through phase transformation and uneven cooling. Allow for growth, bow and ovality, and verify the actual distortion on trial parts rather than assuming a fixed percentage.

  • First: leave grinding stock before heat treatment, usually 0.1 to 0.3 mm per side.
  • Second: design symmetrically and avoid abrupt changes in thickness, to reduce uneven cooling.
  • Third: use fixture quenching or press quenching to restrain the direction of distortion.
  • Fourth: switch to a method that distorts less, nitriding instead of carburising and quenching.