Carpenter Technical Articles - AFTER 100 YEARS, THE USES FOR INVAR CONTIN...
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After 100 Years, The Uses for Invar Continue to Multiply
1997
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By Leslie L. Harner
Product Application Manager, Electronic & Magnetic Alloys
Carpenter Technology Corporation
Reading, PA
USA
The metals world in 1996 observed the centennial of the discovery of the low expansion alloy known as Invar (UNS K93600). This
remarkable alloy has been so important to scientific advancement that it earned the Nobel Prize in 1920 for its inventor, CharlesEdouard Guillaume, the first and only scientist in history to be so honored for a metallurgical achievement.
Still exhibiting the "Invar Effect" that defies understanding, Invar has bred an entire family of low expansion, nickel-iron alloys that are
used today in a wide variety of both commonplace and high technology applications. Commercial uses have proliferated in fields as
diverse as semiconductors, television, information technology, aerospace and cryogenic transport.
The Discovery
Guillaume, employed by the International Bureau of Weights and Measures, was looking in 1896 for a metal for geodesic tapes and
wires that would not change in length when exposed to temperature variations. In addition, he wanted a cost-effective material for
reference bars of perfectly defined length that could be used as secondary standards throughout the world.
He had many heats of nickel-iron alloys melted, handicapped often by feed stock that was contaminated. In the process, experimenting
with nickel contents of 30% to 60%, Guillaume discovered that the coefficient of expansion at room temperature was lowest at a nickel
level of 36%.
With 36% nickel, in fact, the alloy exhibited the least amount of thermal expansion of any alloy known. Since Guillaume considered the
expansion of his new alloy "invariable", it eventually became known as Invar.
Guillaume published a graph similar to Fig. 1 visualizing the unique thermal expansion behavior of an "Invar-Effect" alloy. The
expansion characteristic of these nickel-iron alloys is broadly determined by ferromagnetism.
These alloys exhibit very low expansivity below their Curie temperature (the temperature below which they are ferromagnetic). This low
thermal expansivity anomaly, often referred to as the "Invar Effect", is related to spontaneous volume magnetostriction where lattice
distortion counteracts the normal lattice thermal expansivity.
Above the Curie temperature, 36% nickel and other nickel-iron alloys expand at a high rate because they are no longer ferromagnetic.
A number of theories have been proposed to explain this phenomenon. Although these theories have provided some insight, the
mechanism is not yet sufficiently understood.
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Early Applications
Once the 36% nickel and its companion nickel-iron alloys were discovered, it didn't take long to find applications that could utilize their
low thermal expansivity. Surveying tapes and wires, as well as pendulums for grandfather clocks became important early applications.
Nickel-iron alloys were substituted for platinum for glass sealing wire at great cost savings in the 1920's. They also were used in light
bulbs and electronic vacuum tubes for radios.
Uses expanded further in the 1930's. Nickel-iron alloys were used as one of the bimetals in thermostats for temperature control. A
copper-coated 42% nickel-balance iron alloy was being used in the lead-in seals of incandescent lights. A 56% nickel alloy was used to
make measuring devices for testing gauges and machine parts.
World War II greatly increased the demand for "Invar Effect" nickel-iron alloys, particularly by the military. Demand escalated
dramatically for alloys used in vacuum tubes and other products in the fast growing electronics industry.
Applications continued to spread in the prosperous 1950's and 1960's. The 36% nickel and other nickel-iron alloys were needed for low
expansion components in bimetals for circuit breakers, motor controls, TV temperature compensating springs, appliance and heater
thermostats, aerospace and automotive controls, heating and air conditioning, etc.
Glass-to-metal and ceramic-to-metal seals were in great demand. Since several of the "Invar-Effect" nickel-iron alloys had thermal
characteristics similar to those of glass and ceramics, they were the natural choice for such applications. They were also used for the
sealing needs of semi-conductors and microprocessors. These include pin feed-throughs, packaging and lid seals.
Newer Applications
The demand for thermostat metals continued to grow in the 1980's and 1990's. The 36% nickel alloy has been found quite useful for
containers used to transport liquid natural gas on tankers. The alloy minimizes cryogenic shrinkage.
A 36% nickel-iron alloy has been used more recently for shadow masks in high-definition CRT (television) tubes. It has been used for
this application in Japan and Europe as a solution to the "doming effect" of the shadow mask. In the U. S., the 36% nickel alloy with a
high expansion alloy has been used in deflection springs which reposition the mask to the color phosphors.
Newer applications use nickel-iron alloys for structural components in precision laser and optical measuring systems, and wave guide
tubes. These alloys have been used in microscopes, in support systems for giant mirrors in telescopes and in a variety of scientific
instruments requiring mounted lenses.
36% nickel-balance iron alloys have been used for composite molds by the aerospace industry. New generation aircraft, in particular,
need 36% nickel-balance iron alloys for molds that will hold tight dimensional tolerances while advanced composites are cured at
moderately high temperatures. The "Invar-Effect" family of alloys, in fact, is helping to raise modern science to higher levels with
applications in orbiting satellites, lasers, ring laser gyroscopes and a host of high-tech applications.
Nature of Expansivity As shown in Fig. 1, the thermal expansion curve for "Invar-Effect" alloys consists of a low expansivity portion and
a high expansivity portion. Below their Curie Temperature, these alloys are magnetic and their expansivities are anomalously low.
Above it, they expand at a normal, high rate. This high rate extends to the melting point of the alloy. It can be noticed that there is a
transition range between the low expansion and high expansion components. This transition is evidently related to the deterioration of
ferromagnetism as the alloy approaches the Curie Temperature
Below room temperature, these alloys have low expansivity. Below approximately liquid nitrogen temperature (-196°C), their
expansivity declines to near zero. The low expansion portion of the curve is most important because its slope defines the coefficient of
expansion, and its length describes the useful temperature range of low expansivity.
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Inflection temperature can be determined by a slope intercept method. It is the temperature at which the slopes taken from the low
expansivity and the high expansivity curve portions of the expansion curve intersect. Measuring the Curie Temperature is laborious.
Whereas, the inflection temperature can be determined simply from expansion curves.
In his early investigations, Guillaume learned how variations in nickel content affect the coefficient of expansion of the nickel-iron
alloys. He found that expansion reached a minimum with 36% nickel (Fig. 2), and that on either side of this value the expansion
coefficient increased dramatically.
Alloys with nominally less than 36% nickel are seldom used for controlled expansion applications primarily for two reasons: (a) these
alloys can transform to martensite, which drastically increases the expansivity, and (b) they have low Curie Temperatures, which reduce
the temperature range over which they may be used. Therefore, the alloys with 36% or more nickel are usually considered for
controlled expansion applications.
The Invar Family
All of the alloys in the Invar family are nickel-iron or nickel-iron-cobalt alloys, and all exhibit face-centered cubic crystal structure. As
nickel content increases from 36%, thermal expansivity and Curie Temperature also increase. Curie Temperature increases from 280°C
(536°F) for 36% nickel to greater than 565°C (1050°F) for 50% nickel.
The 36% nickel alloy's low coefficient of expansion, along with its off-the-shelf availability, make it one of the most commonly used
materials for applications requiring low expansivity. But, depending on the temperature range of interest, it may not be entirely suitable
for some applications. Although it exhibits the lowest thermal expansivity, it also has the lowest Curie Temperature. That limits its
useful temperature range.
For applications around ambient temperature requiring the lowest expansivity, the 36% nickel is the obvious choice. It has been the
most widely used nickel-iron alloy in applications such as electronic devices where dimensional changes due to temperature must be
minimal, for structural members in precision optical measuring devices, and as the low expansion side in bimetal thermostats.
For certain applications, however, other alloys in the Invar family may be more suitable. In each case, alloy selection should take into
account the temperature range for the intended application, as well as the coefficient of expansion desired over that range. The relative
expansion rates for the "Invar-Effect" alloys are shown in Fig. 3.
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Two alloys in this family (Fig. 4) have been found suitable for unique low expansion requirements. Free-Cut Carpenter Invar "36"®
alloy (UNS K93050), with a slight increase in expansion properties, has been shown to offer improved machinability for applications
where high parts productivity is important. This alloy has been used for aircraft controls and a variety of electronic devices
The second alloy - Super Invar "32-5" - is an iron-nickel-cobalt alloy which exhibits approximately one half the thermal of Carpenter
Invar "36"® alloy at or near room temperature. It has been used for structural components and supports for optical and laser
instruments.
Fig. 4 - Typical properties and chemical composition of the Invar family of alloys.
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Any one of four other nickel-iron alloys may be particularly suitable for service in higher temperature ranges. For example, Low
Expansion "39" alloy (ASTM B-753) has a useful low thermal expansivity extending to approximately 250°C (482°F). It has been used
as the low expansion element in thermostat bimetal products.
Glass Sealing 42 alloy, sometimes known as 42 alloy (ASTM F-30), has been commonly used for hermetic sealing to certain glasses. It
is also has been used for high reliability ceramic- and plastic-sealed semiconductor packages.
Carpenter Low Expansion "42"® thermostat alloy (ASTM B-753) has a virtually constant low rate of thermal expansion at temperatures
up to about 350°C (662°F), while Low Expansion "45" alloy (ASTM B-753) has a relatively constant rate of thermal expansion to about
450°C (842°F). Both metals have been used in thermostats and thermoswitches. The thermal expansivity of the higher-nickel alloy
approximates the thermal expansivity of alumina ceramics over certain temperature ranges. The alloy in this family with the highest
nickel content, Glass Sealing "52" alloy (ASTM F-30) has been used for glass sealing of certain "soft" glasses.
Fabricating Parts
The entire group of "Invar-Effect" nickel-iron alloys machine similar to, but not as well as a Type 316 austenitic stainless steel. They are
readily machinable, although they are soft and do produce gummy chips. Therefore, large, sharp and rigidly supported tooling is
recommended, with slower speeds. Where high productivity and good surface finish are important, a big edge goes to the Free-Cut
Invar "36" alloy, the free-machining alloy variation.
All of the alloys in the family are very ductile, thus readily cold headed and formed. Stamping from cold-rolled strip is easily
accomplished. Parts may be deep drawn from properly annealed strip.
Fabrication does add stresses which, unrelieved, can change the thermal expansion behavior. When that happens, parts placed in
service as fabricated may not meet design requirements. To prevent such incident, annealing and stress relieving thermal treatments
may be needed to promote structural uniformity and dimensional stability.
After severe forming, bending and machining, relief of stresses induced by these operations can be accomplished by annealing at
temperatures of 760°C (1400°F) to 980°C (1800°F) long enough to thoroughly heat through the section. However, nickel-iron alloys
will oxidize readily at these high temperatures.
When annealing cannot be done in a non-oxidizing atmosphere (vacuum, dry hydrogen, dissociated ammonia, argon, etc.), sufficient
material must be present to allow cleaning by light grinding, pickling, etc., after annealing. For sections having light finishing cuts or
grinding performed after annealing, stress relief is accomplished by heating to 315°C (600°F) to 425°C (800°F) long enough to
uniformly heat through the work piece.
Summary
Invar is a critical alloy that has endured for more than a century. It is in a league of its own, having grown in importance over the years
and given life to a stream of new technologies.
The group of "Invar-Effect" alloys represents a significant, growing volume in today's specialty metals universe. Below their Curie
Temperatures, these alloys exhibit anomalously low thermal expansivities. A minimum in low thermal expansivity is reached at
approximately 36% nickel. Increasing the nickel content increases the thermal expansivity and also raises the Curie temperature.
Collectively, this family of nickel-iron alloys has been found suitable for a host of applications that require different expansivities over a
broad temperature range. Because of the widespread and growing demand for their special properties, these alloys seem likely to make
an even greater contribution to modern science as they begin their second century on Earth.
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