CQI-9

Q&A: AI, MCP, and Heat Treat

AI is moving from concept to practice in heat treating — driving furnace optimization, smarter scheduling, and predictive compliance. In this Q&A, Peter Sherwin, strategic marketing at Watlow, highlights how Model Context Protocol (MCP) will connect data, tools, and operators to reshape the industry’s digital future.

This informative piece was first released in Heat Treat Today’s October 2025 Ferrous & Nonferrous Heat Treatments/Mill Processing print edition.


Q1. What do we mean by “AI” in industrial heat treat?

It is probably best to start with a contrast. We have fixed code in heat treat applications, such as a setpoint programmer that is pre-programmed with ramps and soaks at specific temperatures for specific times. I like to think of AI (artificial intelligence) as introducing the concept of flexible code that learns from data over time.

AI has been used for a surprisingly long time in heat treatment. The original autotune algorithms used a form of AI and machine learning to adapt the PID parameters to a specific furnace, learning from real equipment process signals (such as temperature sensors) to provide optimum control.

Q2. Where is AI already working in heat treat?

AI is most obviously used in equipment optimization, and there are a growing number of cases expanding from process control to energy optimization. Less obvious uses are within the heat treating plants. For example, AI in contract review can highlight key customer requirements, pull together relevant specifications, and help craft recipe design or selection.

A common issue across plants is the need to continually optimize and re-optimize production planning and scheduling. Because heat treating occurs near the end of the manufacturing chain, last-minute changes are common. The ability to quickly re-plan based on specific requirements is a typical use of AI.

Following the process, quality analysis is now supported by AI with optical microscopy that leverages microstructural datasets. AI can also be used for financial analysis, recruitment, and customer support.

Q3. What is MCP?

Model Context Protocol (MCP) is a structured method for AI applications and agents to securely discover data, call tools, and share context. Developed by the engineering team at Anthropic in 2024, it has now received widespread adoption across major technology providers, such as Microsoft and OpenAI.

In simple terms, it enables large language models (LLMs) to communicate reliably with other data sources.

Q4. What MCP adoption is happening today?

It is still early, but MCP adoption is accelerating rapidly. Most software companies are developing MCP servers. Many B2C applications already exist, and there are now a growing number of industrial applications, such as those from Highbyte, Flow Software, and Siemens.

Q5. What will “MCP-compliant” mean for AI developers?

From a developer’s perspective, this should be easier than crafting individual application programming interfaces (APIs) that require strict mapping between software products. Any changes on the other end of the system would normally require the API to be restructured. MCP is expected to support inheriting updates without code changes and provide a more uniform setup.

Figure 1a. MCP Standard screen capture of how to use the tool. (Screen capture from the “Architecture overview” page of modelcontextprotocol.io.)
Figure 1b. Toggle to the “Tool Call Response” to view the response for that example input request. (Screen capture from the “Architecture overview” page of modelcontextprotocol.io.)

Q6. How would MCP specifically benefit heat treat?

In the last 30 years, I have seen three waves of technology. The first wave was automation that leveraged PLCs, setpoint programmers, and carbon probes to reduce manual errors and improve utilization.

The second wave focused on regulations in aerospace (AMS2750) and automotive (CQI-9) to harmonize auditing processes, improve quality, and reduce in-use failures (reducing recalls). These regulations focused on ensuring ongoing equipment capability (such as TUS for furnaces and ovens), instrumentation and quality thermocouples via SATs, independent calibration, and operator procedures and training.

The last wave focused on Industry 4.0 and IIoT to further automate and optimize previous improvements. However, apart from some isolated cases, many Industry 4.0 solutions have not delivered the expected value. There are many potential reasons, but one standout is the focus on continued machine automation at the expense of human intervention.

The benefit of MCP is that it acts as a bridge between data and the people who need to use that data to improve processes.

Q7. What are the biggest adoption barriers (and how to reduce them)?

I am typically an early adopter of technology. I was asked to automate a manual sealed quench furnace (batch integral quench) to automatic setpoint and carbon control in the early 1990s, which was one of my first projects. I began exploring technology solutions for Industry 4.0 and IIoT back in 2013. There will always be both early adopters and laggards.

Sometimes it makes sense to wait until technology matures and becomes more reliable, but this feels different. For the first time, data will build upon data, and learning early from that data will put companies ahead.

Cybersecurity and IT policies will scrutinize any new technology. One opportunity for AI is to also strengthen cybersecurity robustness. I recently heard that if you do not respond to a technology breach within 30 minutes, you will lose significant data. Human intervention alone will not be fast enough. AI is truly a double-edged sword.

There is also a growing fear that AI will take jobs. This has been demonstrated in the software industry, where it is estimated that 30 percent of code is now written by AI. I do not believe a heat treater can reduce staff further, since most are already operating with skeleton crews. The real opportunity is to enable all individuals to accomplish more, supported by AI.

The final point is when to adopt this technology. The pace of improvement over the past two years has been tremendous, and we are only now reaching the point where new models are robust enough for industrial application.

Q8. Pace of change: start now or wait?

The base LLMs needed time to improve and become more reliable while reducing hallucinations. Each version of ChatGPT has made significant leaps in knowledge and robustness. The latest model, GPT-5, is beginning to provide the level of reliability needed for industrial applications; this progress will continue.

Q9. What AI-powered products or services will emerge with MCP?

We can do a bit of future gazing. I compiled several ideas as part of my preparation for my presentation at ASM Heat Treat in October. In each example below, you will notice that a human remains in the loop. Instead of manually fetching specific data and information, the agent provides timely information.

EnergyOptimizerAgent — Subscribes to “Power/Furnace*/kW” tags and day-ahead tariff feeds. Models alternate start times and sends a proposal called “propose_shift” to a PlanningAgent. If planners accept, the new schedule is written back to the UNS so control logic and enterprise resource planning (ERP) software stay aligned.

ComplianceAgent — Monitors SAT and TUS counters published by the Edge Process Management (EPM) platform. When drift approaches a set threshold, it issues “propose_sat” with a suggested window and part list. After the test, AuditPackAgent gathers .uhh files and publishes a cryptographic hash so auditors can verify authenticity without manual file transfers.

UniformityMonitorAgent — Streams zone temperatures and compares each batch with stored “golden” fingerprints. If deviation grows, it assembles options, such as rerouting the load or adding a soak. Operators approve or reject through a dashboard.

MaintenanceSchedulerAgent — Reads valve-cycle counts, fan-vibration spectra, and motor current signatures. Calls a computerized maintenance management system (CMMS) tool to open a work order, reserve a slot, and order spare parts when limits are reached.

OperatorCopilotAgent — Listens to every proposal on the MCP bus and presents it in chat form. For example: “Shift Load B932 to 13:30 to avoid the peak tariff. Accept or ask why.” One tap reveals historian trends, specification clauses, and the agent’s reasoning trail, giving junior staff instant context while keeping humans in charge.

Q10. Any drawbacks or cautions with MCP?

AI and MCP will continue to be targets for cybercrime. It is important to architect any solution so that the base control and operation of equipment remain safe, even if the AI layer is breached.

At ASM Heat Treat, I will touch on some architectural solutions that can support safer AI implementations. As with anything internet-related, precautions must be taken. With AI, you also introduce the possibility of human-like imposters.

There is risk in everything we do, and everyone needs to continually assess risk versus reward. In many cases, MCP may tip the balance by providing more value than past technology solutions.

The responses in this article represent Peter Sherwin’s personal views and not necessarily those of his organization.

About The Author:

Peter Sherwin
Strategic Marketing
Watlow

Peter Sherwin is passionate about offering best-in-class solutions to the heat treatment industry. He is a chartered engineer and a recognized expert in heat treatment control and data solutions.

For more information: Contact Peter Sherwin at peter.sherwin@watlow.com.

Q&A: AI, MCP, and Heat Treat Read More »

Quench Oil Management: AMS2759 & CQI-9

Given safety and performance concerns in the aerospace sector, it may be beneficial to consider quench testing that uses CQI-9 as well as AMS2759 since the automotive standard focuses on safety. Read on to understand the different approaches between these two standards in this Technical Tuesday installment, written by Michelle Bennett, quality assurance senior specialist, and Greg Steiger, senior account manager, both at Idemitsu Lubricants America.

This informative piece was first released in Heat Treat Today’s March 2025 Aerospace Heat Treating print edition.


In today’s world, there are many different quality systems available to heat treaters. Many of these, such as ISO, are quality management systems. These quality management systems are an important piece of running a successful business. However, to successfully run a heat treat business and compete in either the North American automotive market or the aerospace market, a heat treater must conform to either CQI-9 or AMS2759, or, in cases where a company processes both automotive and aerospace parts, both. This article will explain the requirements for both CQI-9 and AMS2759. It will also explain the differences between the two quality standards and any additional testing that could benefit a heat treater or how they operate their quench tank.

AIAG’s CQI-9

The Automotive Industry Action Group (AIAG) is a non-profit group of over 800 automotive OEMS, parts manufacturers, and service providers who oversee the requirements for CQI-9. The 4th edition is the most current edition of CQI-9. As an internal audit process, CQI-9 covers most of the heat treating process. Section 3.14 specifies the quench oil and water-soluble polymer requirements. An oil quenchant requires that the in-use oils be tested every six months and the testing must include water content, percent suspended solids, total acid number, viscosity, flash point, and cooling curve. The specification range and warning limits are based on the vendor’s requirements and recommendations. For water-based polymers, there are two tests required: concentration and quenchability. The standard does not specify a test for quenchability, however, it does make a few suggestions such as a cooling curve, viscosity, and titration.

For water-based polymers, there are two tests required: concentration and quenchability. The standard does not specify a test for quenchability, however, it does make a few suggestions such as a cooling curve, viscosity, and titration.

All the required testing of the quenchant is designed to achieve consistent metallurgy for safety reasons. Viscosity is monitored to look for oxidation or heat decomposition of the oil. Degradation can be in the form of oxidation, thermal breakdown, or the presence of various contaminants. Increased oil viscosity typically results in decreased heat transfer rates. A decrease in viscosity may indicate contamination. Some suspended solids are to be expected during the quenching process, but the majority of them should be filtered or centrifuged from the process. If the quantity of these contaminants becomes too high, then it can both affect the brightness of the parts, and the parts can get soft spots as the contaminants may not cool the parts at the same rate.

Water and flash point are both monitored for safety. If the flash point drops below the accepted range or the water content is above the acceptable range, these can cause fires during the operation. Water can also show issues with the equipment or the procedure such as leaking of anything that is water cooled, such as the outer door on a furnace. Acid value is monitored to degradation of the oil. As the oil breaks down and oxidizes, the acid value will increase. This can cause the maximum cooling rate to increase and can cause cracking or distortion on the parts. Carbon residue can be measured for two reasons. If the result is below the specification, it can show that the quench speed improver is being broken down or dragged out of the system. If the result is higher than the specification, it can show the formation of sludge, which will impact the brightness of the parts.

For water-based quenchants, the most common test items include pH, refractive index or brix, viscosity, and concentration calculation. Sometimes additional test items can be added, such as biological testing, to help determine and correct current issues.

Table 1. CQI-9 vs. AMS2759 quenchant requirements

SAE’s AMS2759

Just as AIAG is a non-profit business group responsible for CQI-9, SAE International is a non-profit organization responsible for AMS2759. The most recent revision of AMS2759 is Revision G. AMEC (the Aerospace Materials Engineering Committee) is responsible for maintaining this standard. Unlike CQI-9, AMS2759 requires a certificate of conformance for all shipments. Section 3.10.3 begins the requirements for quenchant testing and quenchant deliveries. Viscosity, flash point, and temperature at the maximum cooling rate must be reported on the certificate of compliance when dealing with mineral oil quenchants. For a polymer, the requirements are that the pH of the neat polymer and the neat viscosity of the polymer must both be reported on the certificate. Also required on the polymer certificate are the viscosity, pH, and the temperature at the maximum cooling rate for polymers at 20% dilution by weight.

Similarly to CQI-9, AMS requires that the in-use quenchants be tested biannually. This standard, however, only requires the cooling rate and temperature at max cooling rate be tested, as well as any additional tests the supplier recommends. The AMS2759 specification does not have set limitations on the cooling rate and temperature. Instead, the specification sets the allowed upper and lower deviations from the supplier’s standard for the maximum cooling rate and the temperature at the maximum cooling rate for both oils and water-soluble polymers. The supplier should have calculated the average max cooling rate and average temperature at max cooling rate using many different blend lots and multiple test runs. This average will not vary or change based on current production values or the values for the batch that the client is currently using (Table 1).

Although both standards require having the quenchant tested bi-yearly, most quenchant suppliers encourage their clients to submit their furnace samples for testing quarterly. This ensures that the medium is being monitored frequently, and if a sample is missed or late when sampling quarterly, then the client is still within compliance for the six month testing requirements.

However, because many of the test parameters in CQI-9 are run for safety reasons along with performance reasons, it is highly advised that aerospace heat treaters should run the full suite of CQI-9 testing along with the AMS2759 testing.

Taking a Quench Sample

There are many different quench methods and both standards allow for any of the following variations: ASTM D6200, ISO 9950, JIS K2242, ASTM D6482, or ASTM D6549. The type of testing that is going to be conducted will determine the size of sample that will be needed. For just this quench testing, the volume of sample needed ranges from 250 milliliters to 2 liters.

As always, when taking samples, it is important to be sure to get a good representative sample of the current quenchant being used in the process. The agitation needs to be running and collected in a clean and dry container. The sampling site should be the most convenient location to safely obtain a sample. It should also be the same location for every sample. The lid also needs to be put on before the oil cools too much because the container will draw in moisture and condensation as the oil cools if it is open to the atmosphere.

Conclusion

When examining the standards, there is one basic commonality: the need to run a complete cooling curve every six months. There is also a large difference in that AMS2759 does not require the full suite of testing that CQI-9 does. However, because many of the test parameters in CQI-9 are run for safety reasons along with performance reasons, it is highly advised that aerospace heat treaters should run the full suite of CQI-9 testing along with the AMS2759 testing. For automotive heat treaters, the maximum cooling rate and the temperature at maximum cooling rate is something that can be reported in the normal D6200 cooling curve test.

For manufacturers heat treating parts for aerospace, automotive, or both markets, we recommend quarterly quench samples at a minimum. The primary reason for more frequent testing is safety. Also, with the current labor shortage, heat treaters are busier than ever. If quench samples are routinely taken on a quarterly basis and are somehow missed and forgotten, there is still time to take another sample and remain in CQI-9 and AMS2759 compliance.

Remaining in compliance of these two important standards requires a lot of hard work from both the heat treater and the quenchant provider. Unless the quenchant supplier is working together in a true partnership, it will be very difficult to remain in compliance with the requirements for CQI-9 and AMS2759. But with routine monitoring, heat treaters can help to ensure quenchant and equipment have a longer life and achieve ever-tightening requirements from clients.

About The Authors:

Michelle Bennett
Quality Assurance Senior Specialist
Idemitsu Lubricants America

Michelle Bennett is the quality assurance senior specialist at Idemitsu Lubricants America, supervising the company’s I-LAS used oil analysis program. Over the past 12 years, she has worked in the quality control lab and the research and development department. Her bachelor’s degree is in Chemistry from Indiana University. Michelle is a recipient of Heat Treat Today’s 40 Under 40 Class of 2023 award.

Greg Steiger
Senior Account Manager
Idemitsu Lubricants America

Greg Steiger is the senior account manager at Idemitsu Lubricants America. Previous to this position, Steiger served in a variety of technical service, research and development, and sales and marketing roles for Chemtool Incorporated, Witco Chemical Company, Inc., D.A. Stuart Company, and Safety-Kleen, Inc. He obtained a BS in Chemistry from the University of Illinois at Chicago and recently earned a master’s degree in Materials Engineering at Auburn University. He is also a member of ASM International.

For more information: Contact Michelle Bennett at mbennett.8224@idemitsu.com or Greg Steiger at gsteiger.9910@idemitsu.com.



Quench Oil Management: AMS2759 & CQI-9 Read More »

Overcoming Quality Challenges for Automotive T6 Heat Treating

Three elements in the T6 aluminum heat treatment process — high temperature solution heat treatment, drastic temperature change in the water quench, and a long age hardening process — challenge accurate temperature monitoring. Thru-process technology gives in-house heat treaters the power to control these variables to overcome the unknowns. In the following Technical Tuesday article, Dr. Steve Offley, “Dr. O”, product marketing manager at PhoenixTM, examines the path forward through the challenges of aluminum heat treating.


Aluminum Processing Growth

In today’s automotive and general manufacturing markets, aluminum is increasingly becoming the material of choice, being lighter, safer, and more sustainable. Manufacturers looking to replace existing materials with aluminum are needing new methodology to prove that thermal processing of aluminum parts and products is done to specification, efficiently and economically.

To add strength to pure aluminum, alloys are developed by the addition of elements dissolved into solid solutions employing the T6 heat treatment process (Figure 1). The alloy atoms create obstacles to dislocate movement of aluminum atoms through the aluminum matrix. This gives more structural integrity and strength.

FIgure 1. Critical temperature phase transitions of the T6 aluminum heat treatment process
Source: PhoenixTM

Process temperature control and uniformity is critical to the success of T6 heat treat to maximize the solubility of hardening solutes such as copper, magnesium, silicon, and zinc without exceeding the eutectic melting temperature. With a temperature difference of typically 9–15°F, knowing the accurate temperature of the product is essential. Control of the later quench process (Figure 1, Phase 3) is also critical not only to facilitate the alloy element precipitation phase but also to prevent unwanted part distortion/warping and risk of quench cracking.

T6 Process Monitoring Challenges

The T6 solution reheat process comes with many technical challenges where temperature profiling is concerned. The need to monitor all three of the equally important phases — solution treatment, quench, and the age hardening process — makes the trailing thermocouple methodology impossible.

Figure 2. Thru-process temperature monitoring of the three T6 heat treatment phases
Source: PhoenixTM

Even when considering applying thru-process temperature profiling technology, sending the data logger through the process, protected in a thermal barrier (Figure 2), the T6 heat treat process comes with significant challenges. A system will not only need to protect against heat (up to 1020°F) over a long process duration but also withstand the rigors of being plunged into a water quench. Rapid temperature transitions create elevated risk of distortion and warping which need to be addressed to give a reliable and robust monitoring solution.

Certain monitoring systems can provide protection to the data logger at 1022°F for up to 20 hours (Figure 3).

Figure 3. Thru-process temperature profiling system installed in the product cage monitoring the T6 heat treatment (solution treatment, quench, and age hardening) of aluminum engine blocks

Thermal Protection Technology

To meet the challenges of the T6 heat treat process, the conventional thermal barrier design employing microporous insulation is replaced with a water tank design, with thermal protection using an evaporative phase change temperature control principle. Evaporative technology uses boiling water to keep the high temperature data logger (maximum operating temperature of 230°F) at a stable operating temperature of 212°F as the water changes phase from liquid to steam. The advantage of evaporative technology is that a physically smaller barrier is often possible. It is estimated that with a like for like size (volume) and weight, an evaporative barrier will provide in the region of twice the thermal protection of a standard thermal barrier with microporous insulation and heat sink. The level of thermal protection can be adjusted by changing the capacity of the water tank and the volume of water. Increasing the volume of water increases the duration at which the T6 temperature barrier will maintain the data logger temperature of 212°F before it is depleted by evaporation losses.

The TS06 thermal barrier design (Figure 4) incorporates a further level of protection with an outer layer of insulation blanket contained within a structural outer metal cage. The key role of this material is to act as an insulative layer around the water tank to reduce the risk of structural distortion from rapid temperature changes both positive and negative in the T6 process.

Figure 4. TS06 thermal barrier design showing water tank, housing the data logger at its core, installed within structural frame containing the insulation blanket surface layer; water tank shown with traditional compression fitting face plate seal
Source: PhoenixTM

Obviously, the evaporative loss rate of water is governed by the water tank geometry. A cube shaped tank will provide the best performance, but this may need to be adapted to meet process height restrictions. A TS06 thermal barrier with dimensions 8.5 x 18.6 x 25.2 inches (H x W x L) offering a water capacity of 3.5 US gallons provides 11 hours of protection at 1022°F. A larger TS06 with approximately twice the capacity 12.2 x 18.6 x 25.2 inches (H x W x L) and 7.7 US gallons gives approximately twice the protection (20 hours at 1022°F).

Innovative IP67 Sealing Design

Passing through the water quench, the data logger needs to be protected from water damage. This is achieved in the system design by combining a fully IP67 sealed data logger case and water tank front face plate through which the thermocouples exit. Traditionally in heat treatment applications, mineral insulated thermocouples are sealed using robust metal compression fittings. Although reliable, the compression seals are difficult to use, requiring long set-up times. The whole uncoiled straight cable length must be passed through the tight fitting which, for the 10 x 13 ft thermocouples, takes some patience. Thermocouples can be used and installed for multiple runs, if undamaged. Unfortunately, as the ferrule in the compression fitting bites into the MI cable, removal of the cable requires the thermocouple to be cut, preventing reuse.

To overcome the frustrations of compression fitting, an alternative innovative thermocouple sealing mechanism has been designed for use on the T6 thermal barrier (Figure 5).

Figure 5. TS06 thermal barrier IP67 bi-directional rubber gasket seal; installation of mineral-insulated (MI) thermocouples and RF antenna aerial

Thermocouples can be slotted easily and quickly, tool free, into a precision cut rubber gasket without any need to uncoil the thermocouple completely. The rubber gasket has a unique bi-directional seal, allowing both sealing of each thermocouple but also sealing of the clamp face plate to the data logger tray, which is then secured to the water tank with a further silicone gasket seal. The new seal design allows thermocouples to be uninstalled and reused, reducing operating costs significantly.

Accurate Process Data considerations

The T6 applications come with a series of monitoring challenges which need to be considered carefully to guarantee the quality of the data obtained. Although the complete process time of the three phases can reach up to 10 hours, it is necessary to use a rapid sample interval (seconds) to provide a sufficient resolution. The data logger is designed to facilitate this with a minimum sample interval of 0.2 seconds over 20 channels and memory size of 3.8 million data points, allowing complete monitoring of the entire process. A sample interval of 0.2 seconds provides sufficient data points on the rapid quench cooling curve. The high resolution allows full analysis and optimization of the quench rate to achieve required metallurgical transitions yet avoid distortion or quench cracking risks.

Employing the phased evaporation thermal barrier design, the high temperature data logger with maximum operating temperature of 230°F will operate safely at 212°F. During the profile run, the data logger internal temperature will increase from ambient temperature to 212°F. To allow the thermocouple to accurately record temperature, the data logger offers a sophisticated cold junction compensation method, correcting the thermocouple read out (hot junction) for anticipated internal data logger temperature changes.

Data logger and thermocouple calibration data covering the complete measurement range (not just a single designated temperature) can be used to create detailed correction factor files. Correction factors are calculated by interpolation between two known calibration points using the linear method as approved by CQI-9 and AMS2750G. This method ensures that all profile data is corrected to the highest possible accuracy. 

Addressing Real-Time, Thru-Process Temperature Monitoring Challenges

For a process time as long as the T6, real-time monitoring capability is a significant benefit. The unique two-way RF telemetry system used on the PhoenixTM system helps address the technical challenges of the three separate stages of the process. The RF signal can be transmitted from the data logger through a series of routers linked back to the main coordinator connected to the monitoring PC. The wirelessly connected routers are located at convenient points in the process (solution treatment furnace, quench tank, aging furnace) to capture all live data without any inconvenience of routing communication cables.

A major challenge in the T6 process is the quench step from an RF telemetry perspective. An RF signal cannot escape from water in the quench tank. To overcome this limitation, a “catch up” feature is implemented. Once the system exits the quench and the RF signal is re-established, any previously missing data is retransmitted guaranteeing full process coverage.

Process Quality Assurance and Validation

In the automotive industry, many operations will be working to the CQI-9 special process heat treat system assessment accreditation. As defined by the pyrometry standard, operators need to validate the accuracy and uniformity of the furnace work zone by employing a temperature uniformity survey (TUS).

The thru-process monitoring principle allows for an efficient method by which the TUS can be performed employing a TUS frame to position a defined number of thermocouples over the specific working zone of the furnace (product basket). As defined in the standard with particular reference to application assessment process Table C (aluminum heat treating), the uniformity for both the solution heat treatment and aging furnace needs to be proven to satisfy ±10°F of the threshold temperature during the soak time.

Complementing the TUS system, the Thermal View Survey software provides a means by which the full survey can be set up automatically allowing routine full analysis and reporting to the CQI-9 specification as shown in Figure 6.

Figure 6. View of TUS for T6 aluminum processing in Phase 1 Solution Re-heat
Source: PhoenixTM

Interestingly, a significant further benefit of the thru-process principle is that by collecting process data for the whole process, many of the additional requirements of the process Table C can be achieved with reference to the quench. From the profile trace, key criteria such as quench media temperature, quench delay time, and quench cooling curve can be measured and reported with full traceability during the production run.

Summary

To fully understand, control, and optimize the T6 heat treat process, it is essential the entire process is monitored. Thru-process monitoring solutions, designed specifically, allow not only product temperature profiling of all the solution heat treatment, water quench, and age hardening phases, but also comprehensive temperature uniformity surveying to comply with CQI-9.

About the Author:

Dr Steve Offley (“Dr O”), Product Marketing Manager, PhoenixTM

Dr. Steve Offley, “Dr. O,” has been the product marketing manager at PhoenixTM for the last five years after a career of over 25 years in temperature monitoring focusing on the heat treatment, paint, and general manufacturing industries. A key aspect of his role is the product management of the innovative PhoenixTM range of thru-process temperature and optical profiling and TUS monitoring system solutions.

For more information: Contact Steve at Steve.Offley@phoenixtm.com.


Find Heat Treating Products And Services When You Search On Heat Treat Buyers Guide.Com


Overcoming Quality Challenges for Automotive T6 Heat Treating Read More »

Thermal Loop Solutions, Part 1: A Path to Improved Performance and Compliance in Heat Treatment

How often do you think about the intelligent designs controlling the thermal loop system behind your heat treat operations? With ever-advancing abilities to integrate and manage data for temperature measurement and power usage, the ability of heat treat operations to make practical, efficient, and energy-conscious change is stronger than ever. In part 1, understand several benefits of thermal loop systems and how they are leveraged to comply with industry regulations, like Nadcap.

This Technical Tuesday article by Peter Sherwin, global business development manager – Heat Treatment, and Thomas Ruecker, senior business development manager, at Watlow was originally published in Heat Treat Today’s January/February 2024 Air & Atmosphere Heat Treat print edition.


Introduction

Heat treatment processes are a crucial component of many manufacturing industries, and thermal loop solutions have become increasingly popular for achieving improved temperature control and consistent outcomes.

A thermal loop solution is a closed loop system with several essential components, including an electrical power supply, power controller, heating element, temperature sensor, and process controller. The electrical power supply provides the energy needed for heating, the power controller regulates the power output to the heating element, the heating element heats the material, and the temperature sensor measures the temperature. Finally, the process controller adjusts the power output to maintain the desired temperature for the specified duration, providing better temperature control and consistent outcomes.

Performance Benefits

Heat treatment thermal loop solutions offer several advantages over traditional heat treatment methods, including improved temperature control and increased efficiency. The thermal loop system provides precise temperature control, enabling faster heating and cooling and optimized soak times. In addition, the complete design of modern thermal loop solutions includes energy-efficient heating and overall ease of use.

Figure 1. Watlow Industry 4.0 solution (Source: Watlow)

Heat treatment thermal loop solutions are integrated with Industry 4.0 frameworks and data management systems to provide real-time information on performance. Combining artificial intelligence and machine learning algorithms can also provide additional performance benefits, such as the ability to analyze data and identify patterns for further optimization. Ongoing performance losses in a heat treatment system typically come from process drift s. Industry 4.0 solutions can explore these drift s and provide opportunities to minimize these deviations.

Heat treatment thermal loop solutions can be optimized using Failure Mode and Effects Analysis (FMEA). FMEA is a proactive approach to identifying potential failure modes and their effects, allowing organizations to minimize the risk of process disruptions and improve the overall efficiency of their heat treatment processes. Historically, this was a tabletop exercise conducted once per year with a diverse team from across the organization. Updates to this static document were infrequent and were primarily based on organization memory rather than being automatically populated in real time with actual data. There is a potential to produce “live” FMEAs utilizing today’s technology and leveraging insights for continuous improvement.

Th e effectiveness of heat treatment thermal loop solutions can be measured using metrics such as overall equipment effectiveness (OEE). OEE combines metrics for availability, performance, and quality to provide a comprehensive view of the efficiency of a manufacturing process. By tracking OEE and contextual data, organizations can evaluate the effectiveness of their heat treatment thermal loop solutions and make informed decisions about optimizing their operations.

Regulatory Compliance

Nadcap (National Aerospace and Defense Contractors Accreditation Program) is an industry-driven program that provides accreditation for special processes in the aerospace and defense industries. Heat treatment is considered a “special process” under Nadcap because it has specific characteristics crucial to aerospace and defense components’ quality, safety, and performance. Th ese characteristics include:

  • Process sensitivity: Heat treatment processes involve precise control of temperature, time, and atmosphere to achieve the desired material properties. Minor variations in these parameters can significantly change the mechanical and metallurgical properties of the treated components. This sensitivity makes heat treatment a critical process in the aerospace and defense industries.
  • Limited traceability: Heat treatment processes typically result in changes to the material’s microstructure, which are not easily detectable through visual inspection or non-destructive testing methods. Th is limited traceability makes it crucial to have strict process controls to ensure the desired outcome is achieved consistently.
  • Critical performance requirements: Aerospace and defense components often have strict performance requirements due to the extreme conditions in which they operate, such as high temperatures, high loads, or corrosive environments. The heat treatment process ensures that these components meet the specifications and can withstand these demanding conditions.
  • High risk: The failure of a critical component in the aerospace or defense sector can result in catastrophic consequences, including loss of life, significant financial loss, and reputational damage. Ensuring that heat treatment processes meet stringent quality and safety standards is essential to mitigate these risks.

Nadcap heat treatment accreditation ensures suppliers meet industry standards January/February and best practices for heat treatment processes. The accreditation process includes rigorous audits, thorough documentation, and ongoing process control monitoring to maintain high quality, safety, and performance levels.

The aerospace industry’s AMS2750G pyrometry specification and the automotive industry’s CQI-9 4th Edition regulations are crucial for ensuring consistent and high-quality heat treated components. Adherence to these regulations is essential for meeting the stringent quality requirements of the aerospace and automotive industries and other industries with demanding specifications.

Temperature uniformity is a crucial requirement of both AMS2750G and CQI-9 4th Edition, mandating specific temperature uniformity requirements for heat treating furnaces to ensure the desired mechanical properties are achieved throughout the treated components. AMS2750G class 1 furnaces with strict uniformity requirements +/-5°F (+/-3°C) provide both quality output and predictable energy use. However, maintaining this uniformity requires significant maintenance oversight due to all the components involved in the thermal loop.

Calibration and testing procedures are specified in the standards to help ensure the accuracy and reliability of the temperature control systems used in heat treat processes.

Detailed process documentation is required by AMS2750G and CQI-9 4th Edition, including temperature uniformity surveys, calibration records, and furnace classifications. This documentation ensures traceability, enabling manufacturers to verify that the heat treat process is consistently controlled and meets the required specifications.

Figure 2. Eurotherm data reviewer (Source: Watlow)

Modern data platforms enable the efficient collection of secure raw data (tamper-evident) and provide the replay and reporting necessary to meet the standards.

The newer platforms also offer the latest industry communication protocols – like MQTT and OPC UA (Open Platform Communications Unified Architecture) – to ease data transfer across enterprise systems.

MQTT is a lightweight, publish-subscribe-based messaging protocol for resource-constrained devices and low-bandwidth, high-latency, or unreliable networks. IBM developed it in the late 1990s, and it has become a popular choice for IoT applications due to its simplicity and efficiency. MQTT uses a central broker to manage the communication between devices, which publish data to “topics,” and subscribe to topics that they want to receive updates on.

OPC UA is a platform-independent, service-oriented architecture (SOA) developed by the OPC Foundation. It provides a unified framework for industrial automation and facilitates secure, reliable, and efficient communication between devices, controllers, and software applications. OPC UA is designed to be interoperable across multiple platforms and operating systems, allowing for seamless integration of devices and systems from different vendors. The importance of personnel and training is emphasized by CQI-9 4th Edition, which requires manufacturers to establish training programs and maintain records of personnel qualifications to ensure that individuals responsible for heat treat processes are knowledgeable and competent. With touchscreen and mobile integration, a significant development in process controls has occurred over the last decade.

Figure 3. Watlow F4T® touchscreen and Watlow PM PLUS™ EZ-LINK®
mobile application

By integrating these regulations into a precision control loop, heat treatment thermal loop solutions can provide the necessary level of control and ensure compliance with AMS2750G and CQI-9 4th Edition, leading to the production of high-quality heat treated components that meet performance requirements and safety standards.

Continuous improvement is also emphasized by both AMS2750G and CQI-9 4th Edition, requiring manufacturers to establish a system for monitoring, measuring, and analyzing the performance of their heat treatment systems. This development enables manufacturers to identify areas for improvement and implement corrective actions, ensuring that heat treat processes are continuously improving and meeting the necessary performance and safety standards.

To Be Continued in Part 2

In part 2 of this article, we’ll consider the improved sustainability outcomes, potential challenges and limitations, and the promising future this technology offers to the heat treat industry.

About the Authors

Peter Sherwin, Global Business Development Manager – Heat Treatment, Watlow
Thomas Ruecker, Senior Business Development Manager, Watlow

Peter Sherwin is a global business development manager of Heat Treatment for Watlow and is passionate about offering best-in-class solutions to the heat treatment industry. He is a chartered engineer and a recognized expert in heat treatment control and data solutions.

Thomas Ruecker is the business development manager of Heat Treatment at Eurotherm Germany, a Watlow company. His expertise includes concept development for the automation of heat treatment plants, with a focus on aerospace and automotive industry according to existing regulations (AMS2750, CQI-9).

For more information: Contact peter.sherwin@watlow.com or thomas.ruecker@watlow.com.

This article content is used with the permission of heat processing, which published this article in 2023.


Find Heat Treating Products And Services When You Search On Heat Treat Buyers Guide.Com

Thermal Loop Solutions, Part 1: A Path to Improved Performance and Compliance in Heat Treatment Read More »

¿Cómo elegir el termopar correcto en Tratamientos Térmicos?

OCLos termopares: elementos indispensables para lograr un acertado tratamiento térmico, pero ¿cómo elegir el más indicado para su necesidad particular? ¿Qué exigen las normas actuales? A continuación una explicación, por Víctor Zacarías, director general de Global Thermal Solutions México, que le ayudará a saber escoger el termopar adecuado.

Palabras clave: Termopar, Tratamiento térmico, Pirometría, Medición y Control de Temperatura, AMS2750, CQI-9

Read the Spanish translation of this article in the version below, or see both the Spanish and the English translation of the piece where it was originally published: Heat Treat Today's February's Air & Atmosphere Furnace Systems print edition.

Si quisieras aportar otros datos interesantes relacionados con los termopares, nuestros editores te invitan a compartirlos para ser publicados en línea en www.heattreattoday.com. Puedes hacerlos llegar a Bethany Leone al correo bethany@heattreattoday.com


Víctor Zacarías
Director General
Global Thermal Solutions México

La norma aeroespacial SAE AMS2750 y las evaluaciones automotrices de AIAG CQI-9, CQI-11, CQI-12, y CQI-29 son los estándares universalmente aceptados para el control de temperatura en operaciones de procesamiento térmico. Entre muchas cosas, describen los requisitos para el uso y control de los termopares empleados en hornos y estufas de proceso. En este artículo te comparto los requisitos de estas normativas para que puedas tomar una decisión correcta al elegir un termopar y de esta manera contar con una medición repetible que te asegure un proceso confiable.

1. Aplicación

Contact us with your reader feedback!

Para la selección apropiada de un termopar para la medición, control y/o registro de la temperatura debes considerar en primer lugar el tipo de proceso previsto. En la elección del termopar adecuado, toma en cuenta algunos factores que pudieran alterar su desempeño como:

  • El rango de temperatura en el que estará en uso
  • El tipo de atmósfera al que estará expuesto
  • Posible interferencia eléctrica
  • La precisión requerida por la especificación aplicable, etc.

En función de lo anterior, las normativas refieren una clasificación específica para los termopares en función de su fabricación y su aplicación final:

a) Termopares base y termopares nobles
b) Termopares desechables y no desechables

2. Tipos de termopar y su aislamiento

2.1 Termopar base o termopar noble

Un termopar base está fabricado de aleaciones básicas como hierro, cromo, níquel, cobre, etc., y constituyen los tipos más comunes en la industria por su versatilidad y costo: los termopares tipo K, E, J, N, y T. Un buen proveedor de sensores te recomendará un termopar de este tipo en función de la aplicación, el rango de temperatura y tu presupuesto (ver Tabla 1).

Tabla 1: Rango de temperatura y uso de los termopares más comunes
Source: GTS México

Por otro lado, un termopar noble está fabricado a partir de metales como platino y rodio: termopares tipo R, S y B. Éstos termopares son más estables a altas temperaturas y mantienen su precisión por mayor tiempo; sin embargo, tienen un costo elevado debido a que se fabrican a partir de metales preciosos. Debido a esta naturaleza, los termopares nobles son la elección preferida para aplicaciones de tratamiento térmico al vacío y procesos de alta temperatura.

2.2 Termopares desechables o no desechables

El segundo criterio de las normativas lo constituye el material con el que se protegen los elementos del termopar.

Los termopares desechables son aquellos cuyos elementos están revestidos por materiales como fibra de vidrio, tejido cerámico o recubrimiento polimérico y generalmente se suministran en forma de carrete o bobina. Esta presentación permite al usuario cortar el cable a la medida y fabricar el termopar al unir los dos alambres de un extremo por torsión o soldadura, lo que los hace ideales por ejemplo para aplicaciones de un solo uso como una prueba TUS o termopares de carga (ver Figura 1).

Figura 1: TUS usando termopar desechable tipo K aislado en fibra cerámica
Source: Trucal, Inc.

En contraste un termopar no desechable normalmente está protegido con aislamiento cerámico o mineral y revestido en su exterior por una carcasa metálica (los elementos no están expuestos en esta configuración), lo que le proporciona un mayor tiempo de vida útil y por eso se prefieren para emplearse como termopares de control o registro (ver Figura 2).

Figura 2: Termopares no desechables tipo N y K de aislamiento mineral
Source: GTS México

Cualquiera que sea la aplicación, cuando se requiere realizar interconexiones de cableado para la instalación del sensor, dichas conexiones se deben realizar usando conectores y terminales estándar como las que se muestran en la Figura 3, ya que tanto AMS2750 como CQI- 9 prohíben el empalme del cableado.

Figura 3: Conectores estándar tipo K
Source: GTS México

3. Calibración

De acuerdo con la normatividad, todos los termopares usados en operaciones de procesamiento térmico deben haber sido calibrados antes de usarse por primera vez. Para ello, el usuario del termopar debe asegurarse de contar con calibraciones trazables al laboratorio nacional como lo es el NIST en Estados Unidos o su equivalente en México (CENAM).

Las normas de pirometría defi nen los rangos aceptables de error para los termopares en función de su aplicación fi nal: 1) termopares patrón, 2) termopares de prueba (SAT y TUS), 3) termopares de control y registro y 4) termopares de carga. La Tabla 2 describe los máximos errores permitidos a elegir dependiendo del uso del sensor.

Tabla 2: Precisión requerida para sensores de temperatura según AMS2750 y CQI-9
Source: GTS México

Una vez instalado el termopar, el responsable de la operación de tratamiento térmico tiene que deberá documentar la fecha en la que éste entra en servicio, ya que la norma establece un tiempo de vida útil de un sensor en función de la aplicación del mismo.

Al recibir el reporte/certifi cado del termopar, el usuario debe revisar el contenido del documento, pues las normas también definen de manera específi ca la información mínima que debe aparecer en un informe de calibración, que incluye pero no se limita a:

1. Lecturas de prueba
2. Lecturas observadas
3. Factores de corrección
4. Fuente de los datos
5. Acreditación del laboratorio
6. Método de calibración empleado

El certifi cado de calibración puede amparar termopares individuales o un grupo de termopares fabricados a partir del mismo lote (carrete).

Es muy importante observar que tanto AMS2750 como CQI-9 requieren que todas las calibraciones sean realizadas por organismos acreditados en la norma ISO/IEC 17025, por lo que siempre recomiendo que revises el certifi cado de acreditación antes de seleccionar a tu proveedor.

4. En Resumen

Si alguna vez has comprado el termopar equivocado, se lo molesto que puede resultar. Por lo tanto aquí te comparto un resumen para seleccionar el sensor adecuado para su aplicación en 5 sencillos pasos:

1. Define el tipo de termopar: base ( K, T, J, E , N, y M) o noble (S, R, y B)
2. Define el tipo de aislamiento que requieres: fibra textil, polímero, cerámico, metálico, etc.
3. Especifi ca el rango exacto de temperatura en el que operará el sensor
4. Especifi ca el uso del sensor: termopar patrón (estándar), termopar para SAT/TUS, termopar de control / carga
5. Solicita el certifi cado de calibración conforme a la normativa aplicable (AMS2750 o CQI-9)

 

Referencias

ASTM International. ASTM E230, Standard Specification for Temperature-Electromotive Force (emf) Tables for Standardized Thermocouples, Rev. 2017.

Automotive Industry Action Group. CQI-9 Special Process: Heat Treat System Assessment, 4th Edition. June 2020

International Organization for Standardization. ISO/IEC 17025, General Requirements for the Competence of Testing and Calibration Laboratories, 3rd Edition. 2017.

Nadcap AC7102/8 Audit Criteria for Pyrometry, Rev. A, 2021

SAE Aerospace. Aerospace Material Specifi cation AMS2750: Pyrometry, Rev. G, 2022.

 

Sobre el autor: Víctor Zacarías es ingeniero metalúrgico egresado de la Universidad Autónoma de Querétaro con estudios en Gerencia Estratégica por parte del Tec de Monterrey. Con más de 15 años de experiencia en la gestión de tratamientos térmicos, actualmente es director general de Global Thermal Solutions México. Víctor ha realizado numerosos cursos, talleres y evaluaciones en México, Estados Unidos, Brasil, Argentina y Costa Rica y ha participado en el Grupo de Trabajo de Tratamiento Térmico de AIAG (CQI-9) y en el Comité de Ingeniería de Materiales Aeroespaciales de SAE.

Contact/Contacto Victor: victor@globalthermalsolutions.com


Find heat treating products and services when you search on Heat Treat Buyers Guide.com


 

¿Cómo elegir el termopar correcto en Tratamientos Térmicos? Read More »

How To Choose the Right Thermocouple in Heat Treatment

OC

Thermocouples: You can’t accurately heat treat without them. But how can you choose the best one for your needs? What do current regulations require? Read this helpful explanation, by Víctor Zacarías, managing director of Global Thermal Solutions Mexico, to find out how to choose the right thermocouple.

Keywords: Thermocouple, Heat Treatment, Pyrometry, Temperature Measurement and Control, AMS2750, CQI-9

Read the English version of the article below, or find the Spanish translation when you click the flag above right!

This Technical Tuesday article, first published in English and Spanish translations, is found in Heat Treat Today's February's Air & Atmosphere Furnace Systems print edition.

If you have any facts of your own about thermocouples, our editors would be interested in sharing them online at www.heattreattoday.com. Email Bethany Leone at bethany@heattreattoday.com with your own trivia!


Víctor Zacarías
Managing director 
Global Thermal Solutions México

The SAE AMS2750 aerospace standard and the AIAG CQI-9, CQI-11, CQI-12, and CQI-29 automotive assessments are the universally accepted standards for temperature control in thermal processing operations. Among many things, they describe the requirements for the use and control of thermocouples used in process ovens and furnaces. In this article you will find the requirements of these regulations so that you can make a correct decision when choosing a thermocouple, and thus have a repeatable measurement that ensures a reliable process.

1. Application

Contact us with your Reader Feedback!

For the appropriate selection of a thermocouple for the control and/or recording of temperature, you must first take into account the type of process. In choosing the right thermocouple, consider some factors that could alter its performance, such as:

  • The temperature range at which it will be in use
  • The type of atmosphere to which it will be exposed
  • Possible electrical interference
  • The accuracy required by the applicable specification, etc.

Based on the above, existing regulations refer to a specific classification for thermocouples based on their manufacture and final application. These classifications are:
a) Base thermocouples and noble thermocouples
b) Expendable and non-expendable thermocouples

2. Types of Thermocouples and Their Insulation

2.1 Base Thermocouple or Noble Thermocouple

A base thermocouple is made of basic alloys such as iron, chrome, nickel, copper, etc., and they are the most common types in the industry due to their versatility and cost. Base thermocouples are types K, E, J, N, and T. A good supplier of sensors will recommend a thermocouple based on the application, the temperature range, and your budget (see Table 1).

 

Table 1: Temperature range and application of most common thermocouples
Source: GTS México

On the other hand, a noble thermocouple is made from metals such as platinum and rhodium: types R, S, and B thermocouples. These thermocouples are more stable at high temperatures and maintain their accuracy for a longer time. However, they have the highest cost since they are made from precious metals. Due to this nature, noble thermocouples are the preferred choice for vacuum heat treatment applications and high temperature processes.

2.2 Expendable or Non-expendable Thermocouples

The second criteria from the regulations are the material which protects the elements of the thermocouple.

Expendable thermocouples are those whose elements are covered by materials such as fiberglass, ceramic fabric, or polymeric coating and are generally provided in the form of a spool. This form allows the user to cut the cable to size and manufacture the thermocouple by joining the two wires by twisting or welding, making them ideal for single use applications such as a TUS test or charging thermocouples, for example (see Figure 1).

Figure 1: TUS using type K expendable thermocouple insulated in ceramic fiber
Source: Trucal, Inc.

In contrast, a nonexpendable thermocouple is normally protected with ceramic or mineral insulation and covered on the outside by a metallic sheath (the elements are not exposed in this configuration), which gives it a longer useful life. Therefore, it is preferred for use as a control or recording thermocouple (see Figure 2).

Figure 2: Non-expendable type N and K mineral insulated thermocouples
Source: GTS México

Whatever the application, when wiring interconnections are required for sensor installation, these connections must be made using standard connectors and terminals such as those shown in Figure 3, as both AMS2750 and CQI-9 prohibit the wiring splice.

Figure 3: Standard type K connectors
Source: GTS México

3. Calibration

According to regulations, all thermocouples used in the heat treatment operation must have been calibrated before being used for the first time. The user of the thermocouple must ensure that they have calibrations traceable to a national laboratory such as the NIST in the United States or its equivalent in Mexico (CENAM).

Pyrometry standards defi ne the acceptable error ranges for thermocouples depending on their final application. These categories for final application include: standard thermocouples, test thermocouples (SAT and TUS), control and recording thermocouples, and load thermocouples (see Table 2). Table 2 describes the maximum errors allowed to be selected depending on the use of the sensor.

Table 2: Accuracy required for temperature sensors according to AMS2750 and CQI-9
Source: GTS México

Once the thermocouple is installed, the person responsible for the heat treatment operation must document the date on which it comes into service, since the regulations establish the life of a sensor based on its application.

When receiving the report/certificate of the thermocouple, the user must review the content of the document, since the standards specifically define the minimum information that shall appear in a calibration report, which includes but is not limited to:

1. Test readings
2. Actual readings
3. Correction factors
4. Data source
5. Laboratory accreditation
6. Calibration method used

The calibration certificate can cover individual thermocouples or a group of thermocouples manufactured from the same lot (spool).

It is very important to note that both AMS2750 and CQI-9 require all calibrations to be conducted by ISO/IEC 17025 accredited organizations, so ensure that you review the accreditation certificate before selecting your supplier.

4. In Summary

If you’ve ever bought the wrong thermocouple, you know how annoying it can be. Therefore, here is a quick guide to select the right sensor for your application in five easy steps:

1. Define the type of thermocouple: base (K, T, J, E, N, and M) or noble (S, R, and B)
2. Define the type of insulation you require: textile fiber, polymer, ceramic, metallic, etc.
3. Specify the exact temperature range in which the sensor will operate
4. Specify the use of the sensor: standard thermocouple, SAT/TUS thermocouple, control/load thermocouple
5. Request the calibration certificate in accordance with the applicable regulations (AMS2750 or CQI-9)

 

References

ASTM International. ASTM E230, Standard Specification for Temperature-Electromotive Force (emf) Tables for Standardized Thermocouples, Rev. 2017.

Automotive Industry Action Group. CQI-9 Special Process: Heat Treat System Assessment, 4th Edition. June 2020.

International Organization for Standardization. ISO/IEC 17025, General Requirements for the Competence of Testing and Calibration Laboratories, 3rd Edition. 2017.

Nadcap AC7102/8 Audit Criteria for Pyrometry, Rev. A, 2021

SAE Aerospace. Aerospace Material Specifi cation AMS2750: Pyrometry, Rev. G, 2022.

 

About the Author: Víctor Zacarías is a metallurgical engineer from the University of Queretaro with studies in Strategic Management from Tec de Monterrey. With over 15 years of experience in Heat Treatment Management, he is currently the managing director of Global Thermal Solutions México. He has conducted numerous courses, workshops, and assessments in México, the United States, Brazil, Argentina, and Costa Rica. He has been a member of the AIAG Heat Treat Work Group (CQI-9 committee) and the SAE Aerospace Materials Engineering Committee.

Contact Víctor at victor@globalthermalsolutions.com


Find heat treating products and services when you search on Heat Treat Buyers Guide.com


 

How To Choose the Right Thermocouple in Heat Treatment Read More »

Not To Be Neglected: Heat Treat Furnace Maintenance Tips

OCFundamentals of furnace maintenance sometimes fall between that tricky area of realizing their importance and getting pushed to the end of the to-do list. This original content piece shares tips to bring the fundamentals back to where they belong: at the top of the to-do list. 


3 Tips From "Effective Integral Quench Furnace Maintenance" Article

Ben Gasbarre
President, Industrial Furnace Systems
Gasbarre Thermal Processing Systems

  1.  Safety First | Whether the furnace is in operation, or it is having down time, proper safety measures must be in place. Personal protective equipment, proper shut down of power sources, and even the buddy system are topics taken in to consideration.
  2. Asset Management System | Have up-to-date maintenance records available to any and all employees. "Ensuring important information, such as alloy replacements, burner tuning, or control calibration information, can help operations and maintenance personnel as they plan and assess future equipment needs," comments Ben Gasbarre, president industrial furnace systems at Gasbarre Thermal Processing Systems.
  3.  Cleaning | Reminders include: change filters on combustion blowers, clean things like burners and flame curtains, clean out endothermic gas lines, burn off manual probes at least once a week, etc.

.

3 Tips From "Furnace Diagnostics for Validation, Preventative Maintenance, and R&M" Article

Daniel Hill, PE
Sales Engineer
AFC-Holcroft
Source: AFC-Holcroft

  1.  Rules and Regulations | The military and energy industries are sectors that have strict standards to follow. Different heat treating shops are using a software module to maintain furnace data, looking at data reports to make sure the furnace systems are running properly.
  2. Timely Maintenance | Making a maintenance plan and then following it means that no tasks are overlooked or forgotten.
  3. After Repairs and Adjustment | Make sure that after trouble shooting and performing repairs, the software generated reports are examined and that furnaces continue to be maintained. Daniel Hill, PE, sales engineer at AFC-Holcroft says, "This saves valuable time and resources, improves availability, and likely increases profitability."

.

3 Tips From "How CQI-9 Compliant Quench Oil Analysis Can Aid in Proper Care of Quench Oil" Article

Greg Steiger
Senior Key Account Manager
Idemitsu Lubricants America

  1. Proper Levels of Sludge and Water Quench | Failing to keep the quench oil clean results in problems on surface finish. Maintain the quench from the start by filtering, cleaning, and replenishing to keep end product surfaces more acceptable.
  2. Frequency of Sampling | "[The] more often a quench oil is analyzed, the easier it is to use the quench oil analysis as a tool in the proper care of a quench oil," explains Greg Steiger, senior key account manager at Idemitsu Lubricants America.
  3. Regular Addition of Fresh Oil | Proper maintenance of quench oil will result in some loss through filtration. Be sure to replenish.

Find heat treating products and services when you search on Heat Treat Buyers Guide.com


Not To Be Neglected: Heat Treat Furnace Maintenance Tips Read More »

Back to Basics Before Heat Treat Boot Camp

OCIt's always a good idea to review the building blocks of the heat treat industry. In preparation for Heat Treat Boot Camp, get back to the basics to be ready for these five topics: Products, Processes, Players, Markets, and Materials. Take a look or listen to any of these 10 resources in this Technical Tuesday original content compilation to be geared up for Heat Treat Boot Camp.

See you in Pittsburgh on October 31st!


Products

Here's a look at one type of product that is used in heat treatment processes: a mesh belt heat treatment system. This article takes a look at advancements in improving fastener quality:

1. "Mesh Belt Heat Treatment System Advancements for Automotive Fastener Production"

Processes

Learn how nitriding and ferritic nitrocarburizing processes differ in this in-depth article. Keep it simple by referring to the easy-to-understand chart within the piece:

2. "Nitriding vs. FNC"

Players

At Heat Treat Boot Camp, the players in the industry will be discussed. Who are the movers and shakers? Here are some resources with a sampling:

3. "3 Aspirational Heat Treat Legends"

4. Heat Treat Radio #32: A Discussion with Jean-François Cloutier, Nitrex CEO

5. Heat Treat Radio #7: Former Bodycote CEO Re-Enters Heat Treat Market

Markets

The aerospace, automotive, energy, and medical markets are constantly evolving and improving. Just to keep the markets fresh in the mind, here is the latest technical item from each:

6. Aerospace. "Vacuum Gas Cooling: Pressure vs. Velocity, Part 1 of 2"

7. Automotive. "Guide To Conducting SATs According to CQI-9 4th Edition"

8. Energy. "Harnessing the Sun: A Heat Treat Case Study with General Atomics"

9. Medical. "Hot Take on HIPing"

Materials

This interview digs in to aluminum and different types of steel. A bit of a history lesson appears here too, as the raw materials are examined:

10. Heat Treat Radio #76: "Lunch & Learn with Heat Treat Today – Mill Processes and Production, Part 1"


Find heat treating products and services when you search on Heat Treat Buyers Guide.com


 

Back to Basics Before Heat Treat Boot Camp Read More »

Start Your Week with 4 Heat Treat Articles in Spanish

OC

At Heat Treat Today, we want to make sure everyone in the North American heat treat industry is well informed so they can be happier and make better decisions. With that in mind, we have been growing our library of Spanish heat treating content.

Below, click the blue headings to learn from Víctor Zacarías about pyrometry standards in the aerospace and automotive industries, from Carlos Carrasco about selecting heat treating equipment, from Bill Munn about leadership and motivation, and from Erika Zarazúa about CQI-9's probe method A. If you'd like to view this content in English, click the America flag icon. 


Pirometría: la normativa para un Procesamiento Térmico confiable en la Industria Automotriz y Aeroespacial

Víctor Zacarías
General Director
Global Thermal Solutions Mexico

"Las operaciones de tratamiento térmico son percibidas generalmente como cajas negras cuyos resultados son poco predecibles. Si bien, entendemos los mecanismos físicos involucrados para modificar las propiedades de un material, los hornos de tratamiento térmico son sistemas termodinámicamente imperfectos, y por ende los resultados finales en ocasiones también lo son."

Contact us with your Reader Feedback!

"Heat treatment operations are generally perceived as black boxes whose results are not very predictable. Although we understand the physical mechanisms involved in modifying the properties of a certain material, heat treatment furnaces are thermodynamically imperfect, and sometimes the final results are too."

This article first appeared Heat Treat Today's March 2022 Vacuum Furnace print edition.

Guía para la Selección de Equipos para Tratamiento Térmico

Carlos Carrasco
Founder
Carrasco Hornos Industriales

"Este artículo ayuda a los ingenieros a comprar equipos de tratamiento térmico. Hay muchas razones para seleccionar cuidadosamente los hornos industriales. Uno, es el costo del horno en sí y otro, es que el producto que se está tratando térmicamente afectará los resultados de su empresa."

"There are many reasons to select industrial furnaces carefully. One is the cost of the furnace. Another is realizing heat treating will affect the product and the bottom line. There is more specialized engineering in heat treating equipment than is apparent from the outside."

This article first appeared in Heat Treat Today's November 2021 Vacuum Furnace print edition.

Guía para el líder que quiere motivar

Bill Munn
Leadership Coach
Bill Munn
Source: Bill Munn Coaching

Por definición, de aquí se desprende que no se desempeña solo; es más, está posicionado no solo para trabajar en conjunto con otros seres humanos sino también para liderarlos; si su potencial se ha de realizar, puede que ya haya entendido bien que en esas personas reposa la verdadera clave del éxito que a futuro pudiera conseguir ¿Cómo, pues, lograr su compromiso?

By definition, this means that you are not functioning alone. Moreover, you are positioned not only to work with fellow human beings, but to lead them. And if your potential is to be realized, you may already know well that those people are the true key to your future success. So how will you engage them?

This article first appeared in Heat Treat Today's September 2022 print edition.

Guía para conducir pruebas System Accuracy Tests conforme a CQI-9 4ta. Edición

Erika Zarazúa
Regional Purchasing Manager 
Global Thermal Solutions México
Source: Global Thermal Solutions México

"Las pruebas SAT deben realizarse a todos los sistemas de control, monitoreo y registro de los equipos de procesamiento térmico. Esto no aplica para los sistemas de ‘alto-límite” cuya única función es la de proteger al horno de un sobre calentamiento."

"System Accuracy Tests (SATs) must be performed on all control, monitoring, and recording systems of thermal processing equipment. This does not apply to “high limit” systems, whose sole function is to protect the furnace from overheating."

This article first appeared in Heat Treat Today's August 2022 Automotive print edition.


Find heat treating products and services when you search on Heat Treat Buyers Guide.com


 

Start Your Week with 4 Heat Treat Articles in Spanish Read More »

Guide To Conducting SATs According to CQI-9 4th Edition

OCThe AIAG CQI-9 (Heat Treat System Assessment) is the most accepted standard in the automotive industry for the validation of heat treatment operations. This article summarizes the evaluation requirements and illustrates the benefits of conducting this test to identify variations in control systems using the probe method A.

Read the English translation of this Technical Tuesday article by Erika Zarazúa, regional purchasing manager at Global Thermal Solutions, in the version below, or read both the Spanish and the English translation of the article where it was originally published: Heat Treat Today's August 2022 Automotive print edition.

"La evaluación CQI-9 (Heat Treat System Assessment) de AIAG es el estándar mas aceptado en la industria automotriz. . . ."


Erika Zarazúa
Regional Purchasing Manager 
Global Thermal Solutions México
Source: Global Thermal Solutions México

1. Application

System Accuracy Tests (SATs) must be performed on all control, monitoring, and recording systems of thermal processing equipment. This does not apply to “high limit” systems, whose sole function is to protect the furnace from overheating.

Contact us with your Reader Feedback!

The test thermocouple used for the SAT must meet the accuracy requirements defined by CQI-9 in table P3.1.3 (±1.1°C or ±2°F maximum error). Similarly, table P3.2.1 of the same section defines the requirements for the field test instrument (±0.6°C or ±1°F maximum error).

SATs conducted by “probe method” should be performed quarterly or after any maintenance that could affect the accuracy of the measurement system such as:

  • Replacement of lead wire
  • Replacement of the control thermocouple
  • Replacement of the control/recording instrument

2. Procedure (Probe Method A)

Probe method A is a comparison between the furnace temperature reading and a corrected test temperature reading.

Table 1. Probe method A
Tabla 1. Método de sonda A

When inserting the test thermocouple, ensure that the tip of the probe is placed as close as possible to the tip of the thermocouple to be tested, and no further than 50mm. Once placed in the test position, it is recommended to allow some time for both systems to reach equilibrium before conducting the test.

If the difference between the furnace temperature reading and corrected reading of the test system exceeds ±10°F (±5°C), then corrective actions must be conducted before processing a product. The most common corrective actions are to replace the control thermocouple, calibrate and adjust the control/recording instrument, or to combine both methods. According to CQI-9, these actions must be documented.

3. Records

CQI-9 revision 4 specifies that the SAT must be documented, and the records must include, at a minimum, the following information:

a. Furnace thermocouple identification
b. Test thermocouple identification
c. Identification of the test instrument
d. Date and time of the test
e. Setpoint value
f. Reading observed in the control system
g. Observed reading on test system
h. Thermocouple and test instrument correction factors
i. Test system corrected reading
j. Difference calculated from the SAT
k. Name and signature of the technician performing the test
l. Company performing the test (if external)
m. ISO/IEC 17025 accreditation of the company (if external)
n. Approval of the person responsible for heat treatment

4. Conclusion

The pyrometry section of CQI-9 lists the requirements and procedures for conducting system accuracy tests (Section P3.3). Within CQI-9, there are two important requirements heat treaters must be aware of. First, the furnace temperature measurement system must not deviate more than ±10°F (±5°C) from the test system. If this is the case, the equipment must not be used for thermal processing and corrective actions must be taken. Second, the SAT report must contain each time this test is conducted. With probe method A, variations in controls systems are easily identifiable.

 

References

[1] CQI-9 Special Process: Heat Treat System Assessment, 4th Edition. Automotive Industry Action Group, 2020.

[2] International Organization for Standardization; ISO/IEC 17025, General requirements for the competence of testing and calibration laboratories, 3rd Edition. International Organization for Standardization, 2017.

(Photo source: Global Thermal Solutions)

 

About the Author: Erika Zarazúa, a 40 Under 40 Class of 2021 member, is a metallurgical engineer with over 18 years of experience in heat treatment operations and temperature measurement and has worked in multiple engineering, quality, and project roles in the automotive and aerospace industries. Erika currently holds the position of regional purchasing manager at Global Thermal Solutions.

Contact Erika: erika@globalthermalsolutions.com


Find heat treating products and services when you search on Heat Treat Buyers Guide.com


 

Guide To Conducting SATs According to CQI-9 4th Edition Read More »

Skip to content