Great stuff, as always.
How do you know so much about this stuff? Did you take classes? Read books? Just from needing to know and self studying?
Really curious where all this came from that got stuffed in to your big brain.
I attempted my first heat treat in the woodstove when I was about 12-14. I'd made a few shitty knives before I went to school and in addition to a really basic education glossing over basic metallurgy concepts in some materials and processes classes I cornered a knowledgeable processor to learn more about the subject. NCSU has a really good library, a big part of the 5th floor had a enough information on metallurgy it would take a lifetime to absorb it all. Which I totally didn't. So I've had a lifelong interest in the subject and some very basic formal education but no real in-depth knowledge. It was some on-line discussions with Cliff Stamp almost 20 years ago that got me started down the path of the low temp tweaks. Before then I was of the (incorrect) opinion that you should just follow the instructions as if you were baking brownies. I would butt heads with folks on this forum who were just
so damn certain that you should only follow the recommendation in the data sheet because there is no way they could possibly have missed something. When the current literature finally
did substantiate what I was talking about with low temp D2 folks began to more widely adopt my heat treat for that alloy and it became mainstream. All of that started with Cliff Stamp. He's not a metallurgist either and I don't think he's done a lot of real world applied heat treat development but that's where the underlying concept came from. Unrelated but a fellow in Germany named Roman, who is a metallurgist and does do real world applied heat treat development, was also going down a parallel path and many of the concepts that we use for the 3V low temp tweaks are similar to what he does, with a few differences.
The optimized HT for D2 and 3V were developed through an iterative process not unlike evolution. While an in-depth background in metallurgy would certainly be helpful for anyone attempting to optimize a HT, the reality is I am not a metallurgist nor a subject matter expert. I simply utilized a technique not unlike that used in any industry to optimize a process. A laboratory grade heat treat setup and specimen production techniques helped improve the signal to noise ratio and some real world experience and perspective helped setup meaningful and repeatable cut tests. The end result worked out pretty well.
The best book on the subject that I have read is Tool Steels 4th and 5th edition and of course Verhoeven. But even discussion in the most current literature leaves out a lot of important factors so reading the information there and applying what you see in things like the RA tables or pre-quenching doesn't always apply perfectly because things like quench depth and quench speed and vanadium content of the samples isn't even discussed and it matters. I think a lot of the best work out there isn't published. The one thing I do know is the literature keeps changing, and that right there tells you something. I know a couple of metallurgists and the one I respect the most is also pretty old and has seen enough change over time to have developed an open mind.
edit to add: I hate to say it, but you learn a lot by doing it. While there is no substitute for a real education, even the smartest most educated folks are sometimes wrong in the worst kinds of ways because they lack real experience and real perspective to develop the ability to even see they're missing something. Beware the internet experts who have never actually set up real cut tests and performed the heat treats and evaluated the actual outcomes. These folks can be an excellent source of general information but sometimes they'll come to a conclusion, and feel 100% certain about it, and sometimes they can be wrong. There is a very common human failing to believe everything they've read in a book that makes them an expert. Book knowledge is very important but actually doing the work and making meaningful measurements and forming meaningful judgments is also very important to developing a complete understanding of a subject. Or put another way: if you believe wear resistance = edge retention because something you read and you haven't actual cut stuff, you're missing part of the picture.