Steel & Aluminum Frames

December 12, 1997 on 2:50 pm | In Product Tech. | No Comments

There are many different frame materials available today. Despite some very sweet carbon fiber frames (see carbon fibers and sordid materials), most bikes sold in the world are steel or aluminum. You can identify steel and aluminum frames by the methods used to join the tubes.

The most commonly used method of joining steel tubing is TIG (Tungsten Inert Gas) welding. TIG welding is powered by electricity and shielded from oxygen and hydrogen by controlled flow of an inert gas, usually argon. The needle-like tungsten electrode creates a narrow heat path by concentrating an electric arc for welding steel to steel. Steel TIG welds are characterized by narrow, concave or flat welds. Unlike steel, aluminum TIG welding produces a broad, convex bead weld path.

Bonding, another joining method, is visually identifiable by a sudden square change in the external diameter of the tube. It is literally one tube inserted into another with an epoxy adhesive to bond the two tubes. This method used is used with several frame materials, but is most commonly used to bond aluminum to aluminum.

Brazing is used to join steel tubes by bonding them with molten brass. Brass melts at a lower temperature, thus maintaining the integrity of the material. A gas torch is used to melt brass around the tube junction. Visually, brazing produces a smooth flowing junction.

Decisions, Decisions… These two metals have distinct characteristics that a rider should consider in their frame choice. The benefits of aluminum are rigidity, lightweight, corrosion resistance and its capability to achieve a high-polish finish. The drawbacks of aluminum are the high cost of refining the aluminum into tubing and the tooling cost for preparing the tube junctions. The fatigue life of aluminum is shorter than steel for similar tubes. To compensate for this, aluminum is often designed in larger tube diameters.

Steel is produced by highly developed methods that efficiently extract ferrous (iron) ores to produce carbon steels. When alloyed with chromium, molybdenum and other elements, a strong, lightweight tube is drawn. Steel tubes are cheaper to produce and prepare, providing an inexpensive frame material. Rust is the greatest concern of steel bikes, making maintenance a must.

Whether using steel or aluminum, the design is made up of the combinations of materials, method of joining and geometry. Design can manipulate the characteristics of each material when used in a structure, such as a bike frame. With either aluminum or steel, buy a proven design. Either material can last a lifetime providing proper maintenance and care of the bicycle.

by Robert Turner, PhD

Metal Shaping & Processing

December 6, 1997 on 2:52 pm | In Product Tech. | No Comments

Although there are a multitude of materials utilized in bicycle production, From the Workbench concentrates on alloys. We asked Rob, our materials scientist at large, to lay down some verbiage to help you understand what makes your bikes able to endure your abuses. The following are some technical concepts that deal with metallurgy (the science and technology of metals). These concepts are fundamental to understanding the mechanisms by which metals can be processed to enhance and bring out their desired properties. If you tough it out and read these definitions, you will have a new appreciation for your steed.

Crystalline - All metals have a crystalline structure where the atoms are arranged in consistent geometric patterns. Some metals have the same crystal structure as others, but, the size of the crystal unit will be different due to the difference in the size of the atoms.

Grains - Generally as a metal solidifies from the melt, it will begin to crystallize in many places at once. These ‘growing’ crystals are oriented randomly. When the metal is completely solid, each of the crystal regions is called a ‘grain’. When metals are cooled rapidly from liquid, many small grains are grown. In contrast, a few large crystals grow when metal is cooled slowly from molten state. Generally, the strength of a metal is related to its grain size. A metal that has many small grains is stronger than the same metal with a few large grains.

Recrystallization - When many dislocations are formed by plastic deformation and the metal is heated above a certain temperature, the dislocations will collect together to transform into grain boundaries for new grains. These new grains are very small and dislocation free, thus making the metal softer. This process where new crystals are formed is called recrystallization, and the minimum temperature at which it occurs is called the recrystallization temperature. The recrystallization temperature is generally 40% of the melting temperature of most metals. The new grains that are formed are small, but if the metal is held at slightly higher temperatures the grains will begin to grow larger by consuming smaller grains. This is called grain growth. This effect can be observed with soap bubbles, where many small bubbles connect to form a few large bubbles.

Forming - Forming is any process that changes the shape of a metal without removing material. Forming can be accomplished while the metal is cold or hot. Some common forming processes are forging, rolling, drawing and extruding:

Forging is where a metal is shaped by a sharp blow, or a slow pressing using a die (a hardened metal formed to an inverse of the desired shape).

Rolling is just how is sounds. A sheet or slab of metal is put through a set of rollers to reduce it’s thickness.

Drawing is a process used to make wire and tubing. A wire is pulled through a tight funnel- shaped hole in a steel die, and the wire pulled out of the other side is smaller due to the compressive forces deforming the wire going in.

Extruding is a process used to make wire, tubing and long solid shapes such as round and square bars. During extrusion, metal is pushed into a chamber that has a specifically shaped opening at the opposite end. The metal is forced by powerful hydraulics through the opening.

-by Robert Turner, PhD

The Truth About Titanium

December 6, 1997 on 2:49 pm | In Product Tech. | No Comments

Background
As an element, titanium was discovered two centuries ago, but only until 1910 was it produced in metallic form. Titanium stayed in the lab until around 1940 when commercial processes were developed to produce useful quantities. Titanium is an abundant metal, about one percent of the earth’s crust is titanium. Titanium exists for the most part in common rocks as the mineral rutile (TiO2). Titanium is very reactive and easily forms compounds with other elements. The commercial reduction of mined titanium ore into titanium metal requires chemical treatments with chlorine and molten magnesium. The resulting titanium metal must be further purified and alloyed under vacuum in electric arc or the newer plasma furnaces. Titanium is one of the newer structural engineering materials available to the public.

Stronger than Steel

In recent years titanium alloys that were first developed for military aircraft applications have become popular for advanced bicycle frames and components. The major attraction to these alloys for bicycles is their low weight and high strength. For military aircraft, the attraction to these alloys is because they maintain an exceptional strength to weight ratio at temperatures from 420 °F to 1000 °F. Most titanium alloys match or exceed the tensile strength of structural steels but are 40% lighter. Titanium alloys usually have a lower modulus of elasticity (stiffness) than steel, but much higher than aluminum or magnesium. In comparison to aluminum and steel alloys, titanium alloys have a 30% or greater strength to weight ratio. Most titanium alloys are softer than steel and have poor wear properties. Thus, they do not make good rubbing, sliding or bearing surfaces. Using titanium for mechanical parts gives an unmatched weight savings without compromise in strength.

Careful Preparation

Titanium is not as easily manufactured and processed as steel or aluminum. High temperature processes such as casting, forming, and especially welding must be carefully set up and controlled to prevent embrittlement that leads to rapid failure of the part in service. Additionally, design rules for titanium must be obeyed. Most titanium alloys are notch sensitive. Notch sensitivity means that tensile stresses applied along a small inside radius of curvature will easily produce a crack. When designing titanium parts, it is a rule of the material to not have notches where high stress levels will cause cracks. Although titanium has a high strength to weight ratio in comparison to alloy steel, it still has about the same value of fracture toughness as 4340 steel.

Since common titanium alloys are notch sensitive, surface finish plays an important part in the fatigue life of a titanium part. A good surface finish is helpful to prevent crack formation. Highly polished titanium parts can have up to an order of magnitude increase in fatigue life over parts with a machined finish. Polishing titanium alloy parts takes time in the form of skilled labor. This coupled with a high material cost leaves us looking at a higher price tag for titanium parts as well as the answer to why the world of mechanical structures is dominated by steels.

Metallurgy

Pure titanium occurs in two solid forms. At room temperature a pure piece of titanium is in a form where all of its atoms are arranged in a hexagonal prism. Materials engineers call this pattern of arrangement a “hexagonal close packed” (HCP) crystal structure. When titanium is in the HCP form, materials engineers call it the “alpha phase” of titanium. If this alpha phase titanium is heated to 1620 °F (882 °C) the atoms rearrange from the hexagonal prism into a cubic pattern with an atom in the center of the cube, this pattern is called “body centered cubic crystal structure” (BCC) to materials engineers. This “phase” of titanium has its own name, “beta phase”. These two phases, alpha and beta, have different mechanical properties, the beta phase has higher strength than the alpha phase but it is brittle. Materials engineers can add other metals (alloying metals) in very small quantities to change the temperature at which the phases transform. That is, at what temperature alpha transforms into beta. The added metals that change the transformation temperatures or change the regions of stability for the phases are called phase stabilizers. Alpha stabilizers, such as aluminum, tin, and nickel all raise the alpha to beta transformation temperature. Beta stabilizers, such as tantalum, molybdenum, and vanadium, all lower the transformation temperature. Enough of the right beta stabilizer can lower the beta phase transformation temperature to room temperature (also known as your bicycle’s temperature).

In the right amounts and combinations, materials engineers have made titanium alloys that have both alpha and beta phases present at room temperature (alpha-beta alloys). These alloys exhibit a mixture of the mechanical properties of each pure phase. In other words, they are not as brittle as the pure beta phase but not as soft as the pure alpha phase. They are stronger than the alpha phase but not quite as strong as the pure beta phase. Cold working and heat treating processes will help mix the two phases finely and evenly through the bulk of the material.

Carbon, oxygen, nitrogen, and hydrogen can cause strengthening, and embrittlement. Oxygen will stabilize the alpha phase but also embrittle it. This can be a troublesome effect in some alpha-beta alloys, because oxygen not only embrittles the alpha phase on the surface exposed to air under high temperatures but grows more embrittled alpha phase from the beta phase that is exposed to air and high temperature. This occurs when titanium is processed under most high temperature operations such as electrical discharge machining (EDM), flame cutting, plasma cutting, and laser cutting. The brittle alpha phase formed on the surface is commonly called “alpha case”, similar to case hardening. This embrittled alpha phase acts as a crack initiator, and since cracks propagate easily through most titanium alloys, the embrittled alpha causes rapid mechanical failure in service. Any time significant heating (>500 °C) occurs with an environment that contains oxygen, the alpha case that forms will be embrittled and must be removed. During welding of titanium alloys the alpha phase that is formed will embrittle with oxygen from the air. To prevent this embrittlement, a shielding gas such as argon is used. TIG (Tungsten Inert Gas) welding has this inert gas feature but extra measures must be taken to make sure the weld and surrounding area is completely shielded as it cools down. Keeping parts clean and free of fingerprints, oils, and dirt, before welding will keep carbon from embrittling the alpha phase.

Alloys

In demanding the high specific strength of titanium some very important guides must be followed to obtain a part that will have lasting service. Alloy selection is a good first step. Not too many alloys are commercially available or affordable. The most common and widely produced titanium alloy is Ti-6Al-4V, sometimes referred to as Ti-64 or Ti-6-4 for short. The numbers in these designations are the weight percent of each of the elemental sub-constituents in the alloy. So a 100 pound block of Ti-6Al-4V alloy has 90 pounds of titanium, 6 pounds of aluminum, and 4 pounds of vanadium mixed all together. Ti-6Al-4V is what most all non-welded titanium bicycle parts are made from. Other more expensive alloys that are available may have higher strength or higher modulus but are more difficult to machine. The Ti-6Al-4V alloy does not weld well. There is usually a detrimental effect from welding on the flexural strength, modulus of elasticity, or most often the endurance limit of the welded joint. The endurance limit is the highest stress that can be cyclically applied to a component without failure ever occurring. For example; if the stress applied to a component is say ten percent higher than the endurance limit, then the component will fail in one million cycles. This is instead of never failing if the stress applied was lower than the endurance limit. So if we weld a Ti-6Al-4V alloy part it will fail sooner than if we use good bolts.

U.S. Tax Dollars

Military aircraft jet engines have miles of tubing around and in them to carry gasses, cooling fluids, oil, and fuel. Titanium tubing replaced stainless steel tubing because of its weight savings and high temperature corrosion resistance. Motivated by military applications, millions of dollars worth of research went into alloy development for titanium. Before titanium tubing could be used, a weldable alloy was needed since titanium fittings needed to be welded to the ends of the titanium tubes. The alloy that was developed for weldable tubing applications was Ti-3Al-2.5V. Titanium bicycle frames are manufactured from this alloy for a good reason, weldability. The bend radius test is one easy way to determine how well an alloy welds. Two square plates are welded together, edge to edge, with one weld pass. The welded plates are then put in a machine that determines the minimum radius that they can be bent around the weld. Brittle welds will not bend much, if at all, since they easily break. The more ductile the weld is the smaller the radius that the plates can be bent into. The Ti-3Al-2.5V alloy bends almost twice as small a radius than the Ti-6Al-4V alloy, making Ti-3Al-2.5V the choice for bicycle frame tubing.

Manufacturers and Quality

There are numerous manufactures of titanium alloys. Two of the largest producers are Teledyne and TIMET, both are American producers. There are also foreign producers of titanium. Russia has had/has an extremely large titanium processing capability and Russia is also known for outstanding metallurgy and quality for most metals. Interestingly the titanium for the larger parts of the U.S. Blackbird Spy Plane came from Russia (very indirectly) because at the time the United States did not have the production capability and quality that Russia did.

Because titanium alloys are very sensitive to processing variables its microstructure must be carefully inspected before parts made from it go into service. It is very easy to make bad titanium, and the result has been known to be disastrous. Material quality is extremely important in the aerospace and biomedical device manufacture. To ensure a safe product, the quality of each bar of titanium must be approved by metallurgical inspection. All titanium manufacturers make good titanium most of the time but inspection is needed to find the occasional bad batch. To have microstructural characterization done by commercial metallurgical centers, or to hire a materials engineer for this is expensive. This expense as well as the all the other finer details mentioned add to the personality of titanium. To the consumers of light and strong titanium bicycle parts and frames, this personality is expensive.-

by Robert Turner, PhD

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