In recent years, the adoption of ester-cured alkaline phenolic resin sand for steel castings has increased significantly due to its environmental advantages and lower gas evolution compared to other resin-bonded sands. This binder system minimizes phosphorus and nitrogen content, reducing the inherent tendency for blow hole defect formation. However, inadequate process control can still lead to substantial blow hole defect occurrences, causing high scrap rates. Our research on ZG35 steel automotive axle housings identified key causes and implemented effective countermeasures.
Initial casting trials using a side-pouring gating system (Figure 1) resulted in severe blow hole defect clusters at three critical locations: upper sections between risers, regions distant from risers, and areas adjacent to the upper sand core. Penetrant testing revealed predominantly invasive blowholes alongside inclusions near ingates. Analysis identified three primary blow hole defect mechanisms:
| Blowhole Type | Gas Source | Morphology | Preventive Focus |
|---|---|---|---|
| Invasive | Moisture/gases from sand molds/cores | Spherical/Pear-shaped | Sand control & venting |
| Reactive | Metal-mold/core chemical reactions | Subsurface clusters | Material compatibility |
| Evolution | Poor deoxidation, damp charge materials | Scattered subsurface voids | Melting practice |
The invasive blow hole defect dominated failures, driven by gas generation from the resin sand (2% resin, 25% ester hardener) before metal skin formation. Gas pressure buildup follows Darcy’s Law:
$$ \nabla \cdot \left( \frac{k}{\mu} \nabla P_g \right) = \phi \frac{\partial S_g}{\partial t} $$
Where \(k\) = sand permeability, \(\mu\) = gas viscosity, \(P_g\) = gas pressure, \(\phi\) = porosity, \(S_g\) = gas saturation. Excessive \(P_g\) exceeding metallostatic pressure causes gas entrainment.

Process modifications targeted invasive blow hole defect reduction:
1. Gating & Riser Redesign: Replaced side-gating with open-bottom pouring:
- Gating ratio: \( F_{choke} : \sum F_{runner} : \sum F_{ingate} = 1 : 1.8 : 1.4 \)
- Pouring time optimization:
$$ t_p = \frac{W}{0.31 \mu A \sqrt{h_p}} $$
Where \(W\) = casting mass (402kg), \(\mu\) = flow coefficient (0.5), \(A\) = total ingate area, \(h_p\) = effective sprue height (10.92cm). - Refractory-coated sprue/riser tubes minimize early metal-sand contact
2. Enhanced Sand Core Venting:
- Hollow core prints with dedicated exhaust channels
- Permeability boosters: Triangular EPS foam inserts between risers
- Increased mold venting density in upper sections
3. Material & Process Controls:
| Parameter | Initial | Optimized |
|---|---|---|
| Sand Composition | 70% reclaimed, 30% new sand | Pre-dried sand ≤0.15% moisture |
| Core Baking | Ambient drying | 180°C/2hr forced drying |
| Chill Preparation | As-machined | Shot-blasted + protective coating |
| Deoxidation | Standard practice | Controlled Al addition + CaSi treatment |
The redesigned system (Figure 3) achieved turbulence-free filling. Effective metallostatic pressure \(P_m\) now consistently exceeds gas pressure \(P_g\) during critical solidification:
$$ P_m = \rho g h > P_g = \frac{k}{\mu} \left( \frac{dP_g}{dx} \right) + P_{atm} $$
Post-implementation, blow hole defect occurrence dropped from >15% to near-zero in trial batches. Mechanical testing confirmed quality improvement:
| Property | Initial Castings | Optimized Castings |
|---|---|---|
| Tensile Strength (MPa) | 485 ± 35 | 520 ± 15 |
| Yield Strength (MPa) | 310 ± 25 | 340 ± 10 |
| Elongation (%) | 18 ± 3 | 22 ± 1 |
| Blow Hole Defect Frequency | 15-20% | <1% |
Key success factors include:
- Gas pressure management: Venting design ensures \( \frac{dP_g}{dt} < \frac{dP_m}{dt} \) during pouring
- Thermal control: Reduced thermal gradient \(\nabla T\) minimizes gas solubility fluctuations
- Nucleation suppression: Low gas content (\(H_2\) < 4ppm, \(N_2\) < 80ppm) prevents bubble initiation
This integrated approach demonstrates that rigorous control of sand properties, gating dynamics, and melt quality can effectively eliminate blow hole defect in alkaline phenolic resin sand castings, even for complex ZG35 steel components.
