Introduction

Powder metallurgy (PM) is a near-net-shape technology for effectively manufacturing parts at lower costs. In recent years, PM has been widely used in automotive, aerospace, biomedical, and other fields (Ref 1,2,3). The extensive application of PM is mainly attributed to the advancement of new processes, such as warm compaction (Ref 4), hot isostatic pressure (Ref 2), and high velocity compaction (Ref 5). Among them, warm compaction can be combined with die wall lubrication compaction, high velocity compaction, and other techniques to obtain better performance.

Warm compaction requires heating the powder and die assembly above room temperature (Ref 6). The densification mechanism of warm compaction is identical to cold compaction in essence, both of which depend on the rearrangement and plastic deformation of powder particles (Ref 7, 8). During the initial compaction phase, the particle rearrangement effect is dominant due to the large gaps between particles. Subsequently, because of the strong interaction from adjacent particles and the compaction pressure, the particles undergo plastic deformation, which becomes the main driver of densification. However, during the process of particle movement and plastic deformation, friction between particles inevitably exists, which hinders the densification of the parts (Ref 6). Although Rahman (Ref 9) pointed out that the friction coefficient between particles would decrease under compaction temperature, it had no obvious effect on reducing of overall friction. Therefore, adding appropriate lubricant is a necessary condition for high performance.

The addition of lubricant can efficiently decrease friction during the compaction phase, which improves the powder mobility and leads to better compaction density (Ref 10, 11). Compared with cold compaction, the lubricant used in warm compaction is usually a polymer with certain properties, as follows. (1) Relatively low vitrification or melting temperature. Previous studies have found that warm compaction does not significantly improve product performance at temperatures below 100 °C and will enhance the risk of particle oxidation at above 160 °C (Ref 12, 13). Hence, optimal temperature of the lubricant is approximately 100-160 °C, at which temperature the lubricant should be in a viscous state to cover the particle surface. Polystyrene, polyamide, polytetrafluoroethylene, and ethylene bisstearamide are common lubricants in warm compaction (Ref 14,15,16). (2) Better lubrication performance. Compared with a single lubricant, lubricant mixed with various polymers can achieve better lubrication performance due to complementary advantages. The Hoganas Company developed functional polyolefin lubricants that can be used to manufacture parts with a green density of 7.24 g/cm3 at a pressure of 700 MPa (Ref 17). Subsequently, a new compound lubricant prepared by a variety of organic compounds was proposed to allow the sintering density of products to reach 7.50 g/cm3 under the same pressure (Ref 18). The research results by Liu (Ref 19) and Huang (Ref 20) et al. also support this point. (3) Reduce the amount of lubricant to as little as possible. Excessive lubricant is detrimental to its removal at sintering stage, and residual lubricant in the form of gas will increase the porosity. Rahman (Ref 2122) and Feng (Ref 16) studied the amount of lubricant and pointed out that the amount of additive of a single lubricant is generally in the range of 0.4~0.7%. Apart from these characteristics, environmental protection and short burnout cycles are also integrant.

In this paper, a new type of special compound lubricant (polyoxyethylene/bisoleate amide/polyamide) for warm compaction is presented, and its lubrication mechanism is intensely analyzed. In addition, the influences of temperature, additive amount, and other key parameters on performance were studied. Finally, an orthogonal experiment was used to obtain the optimum experimental parameters.

Experimental

Preparation of Mixed Powder

In this experiment, Fe-1.8 Ni-0.5 Mo pre-alloy, 1.5% Cu, 0.5% C, and a self-made compound lubricant consisting of low-density oxidized polyethylene wax (PEOW), ethylene bisoleate amide wax (EBOW), and polyamide wax (PAW) were used as the raw materials. Samples of Fe-based PM materials were prepared by powder mixing, pressing, and sintering. Table 1 shows the composition of the mixed powder. PEOW, EBOW, and PAW were added to the four cans of the mixer in mass ratios of 1:2:2, 2:3:3, and 3:1:1, and then mixed at a speed of 300 rpm for 60 min to produce the compound lubricants A1, A2, and A3, respectively. Then, in a planetary ball mill, Fe-1.8 Ni-0.5 Mo pre-alloy powder, Cu, C, and the self-made composite lubricant were mixed with a ball material ratio of 1:1 and rotated at a speed of 300 rpm for 60 min to obtain the mixed powder. The amount of lubricant added was 0.4, 0.5, 0.6, and 0.7 wt.%. In the present study, zinc stearate (B) was used as a comparison sample.

Table 1 Composition of powder (wt.%)

Pressing and Sintering

The mold was heated by a temperature-control heating plate. When the temperature of the inner wall of the mold reached the set temperature, as indicated by a TD1100 high-temperature infrared thermometer, the mold was filled with 15.5 g of the mixed powder and kept warm for a period. When the temperature of the mixed powder reached the experimental temperature, a FY-40-II micro tablet press was used to perform unidirectional pressing at a pressure of 600 MPa and held for 60 s to obtain the billet sample (30 × 12 × 6 mm). The pressing temperature range was 25-160 °C.

The billets were placed into the RCWJ-24 sintering furnace under a protective atmosphere (10 vol.% H2 + 90 vol.% N2). The whole process includes three stages: pre-sintering, high-temperature sintering, and cooling. First, they were heated to 600 °C at a rate of 20 °C/min and held isothermally for 20 min. Then they were heated to 1200 °C/min at a rate of 20 °C/min and held isothermally for 60 min. Finally, the sintered samples were obtained after being cooled in the furnace.

Characterization and Testing

The morphologies of the sintered samples were analyzed using a Hitachi S-4800 scanning electron microscope (SEM) and a BX41M-LED optical microscope (OM). The densities of the sintered specimens were measured by a DH-300 direct reading electrohydrometer according to the Archimedes principle. The bending strength was measured by a three-point bending loading test. The size change percentage (dDG) is defined as dDG = [(dGdD)/dD] 100%, where dG and dD are the sintering size and mold internal size, respectively. Fourier infrared spectrometry was adopted to measure the functional groups of the lubricant.

Results and Discussion

Mixed Powder and Lubricant

Figure 1 shows the density of the metal powder without lubricant at different compaction temperatures (25, 50, 80, 100, 120, 140, and 160 °C). Since high pressure weakens the effect of temperature on performance, an intuitive comparison effect does not appear. Therefore, 500 MPa was adopted for the compaction performance tests. The density trend can be approximately divided into three stages. First, the density did not increase significantly when the temperature was below 50 °C. Then, there was a clear upward trend with the rise of the experimental temperature. Finally, the fluctuation range was small when the temperature was greater than 120 °C. Overall, the results indicated that the best temperature range was 120-160 °C. This was mainly due to the decrease in plastic deformation resistance and densification resistance in the warm compaction process. The lower resistance allowed the plastic deformation process to fully progress, and a higher density was obtained. In addition, excessive temperature increased the risk of oxidation of the metal particles.

Fig. 1
figure 1

Variation in density of metal powder without lubricant under different compaction temperatures

Figure 2 shows the results of the differential scanning calorimetry (DSC) tests of (a) PEOW, (b) PAW, (c) EBOW, and (d) compound lubricant A1. All of the lubricant components and the compound lubricant displayed melting peaks, indicating that part of the lubricant was crystallized. The melting points of PEOW, PAW, and EBOW were approximately 80, 140, and 115 °C, respectively. Only PAW showed an obvious glass transition temperature of approximately 95 °C. Multiple peaks appeared in the test results of compound lubricant A1, which indicates poor compatibility of the three components. An important factor that caused this poor compatibility was the different polarities of the components.

Fig. 2
figure 2

DSC results: (a) PEOW, (b) PAW, (c) EBOW, and (d) A1

Figure 3 shows the SEM-EDS micrographs of the mixed powder containing compound lubricant A1, from which the size, shape, and distribution of the particles were obtained. The particle size was mainly in the range of 20-75 μm, which indicates that ball milling effectively reduced the particle size of the metal powder. The smaller particle size was effective for dispersion strengthening, which is beneficial for performance improvement. Except for a few nearly spherical particles, most of the mixed powder was irregular, which helps improve the sample density and strength. Because particles are combined by the pressing force during the molding process, irregular particles are more likely to mesh better. Moreover, particles will wedge and hook to each other because of the different concave or convex particle surfaces, which will improve the degree of densification and strength of the samples. Finally, the element analysis of Fig. 3 shows that Ni, Mo, and the lubricant were uniformly distributed in the mixed powder; however, Cu was poorly distributed. Ni and Mo were added in the way of alloying, which contributes to homogenization of the elements. The uneven distribution of Cu occurred mainly because it was added to the mixed powder as pure Cu during ball milling. Moreover, part of large Cu particle increases the likelihood of unevenness. The inhomogeneity may result in the presence of residual austenite at the copper aggregation sites in the sintered samples (Ref 23).

Fig. 3
figure 3

The SEM-EDS micrographs of the mixed powder containing compound lubricant A1

Effect of Lubricant Type on Sample Properties

Figure 4 and 5 shows the experimental results of the sintering density and bending strength of the samples admixed with different lubricants. The samples containing lubricants A1 and A2 had the highest density at 140 °C. Under the same parameters, the samples with the A3 composite lubricant obtained the highest density at 120 °C, which shows that PEOW was conducive to reducing the compaction temperature of the composite lubricant. Overall, the density of the sample admixed with lubricant A1 was higher than those containing lubricants A2 or A3. The experimental results also showed that the transverse fracture strength was inversely proportional to the ratio of PEOW in the compound lubricant, which indicates that the higher PEOW content in the compound lubricant had adverse effects on the sample properties. The properties of the products with different types of lubricants were different at the appropriate compaction temperature and lubricant concentration, which indicates that there are essential differences between the lubricants. These lubricants mainly differ in their molecular chain structure, functional group type, and molecular weight.

Fig. 4
figure 4

Variation in density with different lubricants

Fig. 5
figure 5

Variation in bending strength with different lubricants

Figure 6 shows the infrared spectra of the three components of the compound lubricant. PAW and EBOW have similar groups, mainly –NH2– (3303.53), –CH2– (2917.77, 2850.27, 721.24), and –CO–NH– (1637.26, 1560.13) (Ref 24, 25). PEOW contains –OH– (3432.67) and –CO– (1128.15) (Ref 26). The adhesion of the lubricant molecules on the metal particle surfaces was mainly based on molecular and chemical bonds.

Fig. 6
figure 6

Infrared spectra of compound lubricant components

First, due to the direct contact between the lubricant and metal particle surfaces, there will be intermolecular forces, including hydrogen bond forces and van der Waals forces. Van der Waals forces include electrostatic forces, induction forces, and dispersion forces. Electrostatic force is the force between polar molecules, whereas induction and dispersion forces occur between polar molecules as well as between polar and non-polar molecules. Second, when there are more polar groups in the lubricant, chemical bonds form with the free bonds on the metal surface, thus improving the adhesion ability. Compared with PAW and EBOW, the PEOW used in this experiment contained fewer polar molecules, which would reduce the binding sites between it and the metal particles. When adhesion between the lubricant and the metal particle surfaces is difficult, the lubricant will appear in the gaps between particles during the compaction stage, rather than in contact with the particle. In addition, when the temperature rises during the pressing process, the fluidity of the lubricant is enhanced, and the poor adhesion effect makes the lubricant move to fill some voids. This worsens the lubrication effect, reducing the performance of the sample. In contrast, PAW and EBOW have higher polarity and contain a large number of intermolecular hydrogen bonds, which facilitated adhesion of the lubricant on the metal surface. The better adhesion of the lubricant on the surface of the metal particles facilitated their dispersion to a certain extent, thus improving the lubrication effect.

Effects of Temperature and Lubricant Concentration on Sample Properties

Temperature

Figure 7 shows the variation in density with different temperatures. Compared with conventional compaction, the warm compaction process can increase the density of the sample by 0.2 g/cm3. At the same compacting pressure, the density generally increases and then decreases with the increase in temperature (25-160 °C). The samples containing both zinc stearate and the compound lubricant obtained maximum density at approximately 140 °C, but the maximum density of the sample with compound lubricant was nearly 0.1 g/cm3 higher than that containing zinc stearate. The results of the transverse rupture strength effected by temperature were similar to that of density (Fig. 8).

Fig. 7
figure 7

Variation in density with different compaction temperatures

Fig. 8
figure 8

Variation in bending strength with different compaction temperatures

For the above results, Fig. 9 provides a more detailed explanation. Figure 9 shows a simple diagram of the state of the lubricant during warm compaction. Due to the relatively small size of the lubricant, it sticks to the surface of the metal particles or exists in the particle gaps in the mixed powder at room temperature (Fig. 9(1)). As the temperature rises, the physical state of the lubricant changes significantly (Fig. 9(2)). The spread area of the lubricant on the particle surface increases, which is conducive to reducing the friction among particles. At the same time, the efficiency of the compaction pressure applied to the metal particles is enhanced, which leads to improvement in the degree of densification and mechanical bonding. The properties of the sintered samples also improve. Furthermore, although the die wall lubricated technology was not employed in this experiment, part of the lubricant may be present on the mold wall during pressurization, which would also reduce friction between the particles and the die wall.

Fig. 9
figure 9

Variation in lubricants under warm compaction

Figure 10 illustrates the relationship between the dimensional changes of the sintered samples and the compaction temperature. Figure 10 clearly shows that the dimensional changes of the sample admixed with the compound lubricant initially increased and then decreased as the temperature rose, whereas the sample containing zinc stearate showed no obvious changes under the same conditions. Therefore, the dimensional stability of the sample with zinc stearate was better than that of the sample containing the compound lubricant. In the current study, the size change mainly occurred because of two processes: the spring back effect after compaction and sintering densification (Ref 27). The spring back effect is the result of spring expansion of the powder particles with plastic deformation when the binding force disappears. The particles are combined by mechanical force, which creates a strong combination between the particles and plays a certain inhibitory effect on the elastic recovery so that the particles cannot expand freely. However, if there is a lubricant between the particles, the bond between the particles is weakened, which will reduce the resistance to elastic aftereffect and eventually increase the deformation rate. Furthermore, the distribution of compound lubricant between metal particles is wider than that of zinc stearate under warm compaction, so elastic aftereffect is more obvious. During the sintering process, lubricant removal and element homogenization diffusion occur, and some pores are filled to make the particles more compact, thus causing dimensional shrinkage. In addition, because of the high densification of the green sample containing compound lubricant, the dimensional shrinkage is smaller under the same sintering conditions.

Fig. 10
figure 10

Variation in dimensional changes with different compaction temperatures

Concentration

Figure 11 and 12 shows the effect of lubricant concentration on the sintering density and transverse rupture strength, respectively, at 120 °C. The overall trend for the performance of the samples with the two lubricants is the same. In addition, both presented an inverted V-shape, but the amount of lubricant at the vertices does not coincide. The optimal concentration of the compound lubricant (0.5 wt.%) was lower than that of zinc stearate (0.6 wt.%), which is conducive to the removal of lubricant in the sintering stage. In comparison with zinc stearate, the samples containing the compound lubricant exhibited better performance with the addition of less lubricant. In the case of the compound lubricant, when the content is less than 0.5 wt.%, there will be a lack of lubricant at some locations, which may lead to uneven distribution of alloying elements during the pressing process and even make the properties of the sintered samples poor. Compared with the adhesion between metal particles and lubricants, lubricants are more likely to bond to each other. Therefore, when the content is higher than 0.5 wt.%, the metal powder space may be occupied due to the accumulation of lubricant, which leads to the increase in sample pore size and porosity.

Fig. 11
figure 11

Variation in density with different concentrations

Fig. 12
figure 12

Variation in bending strength with different concentrations

Figure 13 shows the pore distribution of the sintered samples with different contents of compound lubricants. It can be seen that the pore shape was irregular (Fig. 13e), which was the result of the slow spheroidization of pores during the sintering process. Due to efficiency and cost considerations, the sintering time could not be extended sufficiently for spheroidization to occur. In addition, transient liquid phase sintering of copper is known to increase the complexity of the pores in the sample (Ref 28). Furthermore, the lubricant content was proportional to the number and size of the pores (Fig. 13a-d). This phenomenon can be viewed from the following perspectives. First, the particles were not completely in contact with each other, increasing the possibility of large pores, especially in the case of improper lubrication. In addition, although removal of the lubricant was performed in the pre-firing stage, residual lubricant may have existed in a gaseous form if the content was too high. Under either of the above conditions, with the continuous increase of sintering temperature, a large number of obturator pores will form and continuously shrink in the subsequent stages. If the pressure of the residual gas in the pores exceeds the surface tension required for pore shrinkage, the shrinkage will cease, and large irregular pores will appear in the sample. In PM parts, the internal pores are the source of crack propagation, and the surface pores reduce adhesion between the coating and matrix (Ref 29).

Fig. 13
figure 13

Pore morphology with different lubricant concentrations: 0.4 wt.%, (b, e) 0.5 wt.%, (c) 0.6 wt.%, and (d) 0.7 wt.%

Parameter Optimization

Table 2 shows the combination of factor levels of the orthogonal test. Table 3 displays the orthogonal array (L16) of the sample densities obtained at different temperatures, lubricant concentrations, and lubricant types. The range method was used to analyze the orthogonal experimental results. It was found that the degree of influence of the experimental parameters on the experimental results ranged from large to small as follows: type of lubricant, amount of additive, and compaction temperature. As observed in Tables 2 and 3, the optimum process parameters were lubricant concentration of 0.5%, compacting temperature of 140 °C, and doping ratio of the PEOW/EBOW/PAW lubricant of 1:2:2 (Table 4).

Table 2 Three-factor and four-level orthogonal array
Table 3 The orthogonal array L16 (43) of sample densities
Table 4 EDS analysis of the points in Fig. 14

Figure 14 shows the OM micrographs (a, b) and SEM-EDS micrographs (c, d) of the sintered sample under the optimal parameters. As can be seen from Fig. 14(a), (c), the overall structure of the sample was relatively uniform and was composed of grayish white martensite (M), dark pearlite or bainite (P/B), and bright-white residual austenite (RA). Among them, the martensite content was the largest, which was a result of the faster cooling rate used in the experiment. Usually, the existence of RA is caused by Ni segregation, but according to the test results, there was no obvious uneven distribution of Ni. However, Cu had obvious segregation, which can be reflected in two aspects. First, the Cu distribution in the mixed powder was not uniform (Fig. 3). Second, there was insufficient diffusion in the sintering process. Comparison of the elements at various points in Fig. 14(d) illustrates this idea well. Taking two points (A, B) as an example, the Cu content at point A (3.62 wt.%) was nearly twice that at point B (1.88 wt.%). Therefore, the above results indicate that the existence of RA in this experiment was mainly due to Cu segregation. These results are consistent with the previous expectation that an uneven distribution of Cu in mixed powder might cause consequences.

Fig. 14
figure 14

OM micrographs (a, b) and SEM-EDS micrographs (c, d) of the sample under the optimal parameters

Conclusion

  1. 1.

    The polyoxyethylene content in the compound lubricant was 20%, the optimal operating temperature was 140 °C, and the corresponding density and strength were 7.19 g/cm3 and 826.9 MPa, respectively. When the content increased to 60%, the corresponding values were 100 °C, 7.06 g/cm3, and 722.7 MPa, respectively.

  2. 2.

    With the increase in pressing temperature, the sintering density, bending strength, and dimensional deformation of the sample containing the composite lubricant initially increased and then decreased. The effect of additive amount on performance showed the same trend.

  3. 3.

    At 140 °C, the specimens with 0.5% lubricant A1 (PEOW/EBOW/PAW, 1:2:2) obtained a higher density of 7.19 g/cm3.