This article describes strain analysis techniques for troubleshooting formability and process discrepancies throughout a tooling development and production stamping cycle. The techniques include strain calculations of a flat blank, forming limit curve, and forming limit diagram. The article describes the types of strain analysis, namely, thinning strain analysis and circle grid strain analysis. It also provides information on the applications of the thinning strain analysis.

Sheet metal forming operations are so diverse in type, extent, and rate that no single test provides an accurate indication of the formability of a material in all situations. This article presents an overview of types of forming, formability problems, and principal methods of measuring deformation. It reviews the effect of materials properties and temperature on formability. The article provides a detailed discussion on the two major categories of formability tests such as the intrinsic test, including uniaxial tension testing, plane-strain tension testing, biaxial stretch testing, and simulative tests such as bending tests, stretching tests, the Ohio State University test, the drawing test, and stretch-drawing tests. It extends the correlation between simulative tests and materials properties using forming limit diagrams and circle grid analysis, and discusses the improvements to the forming limit diagram technology.

A cylindrical specimen compressed with friction at the die surfaces does not remain cylindrical in shape but becomes bulged or barreled. Tensile stresses associated with the bulging surface make the upset test a candidate for workability testing. This article discusses test-specimen geometry and friction conditions; strain measurements; crack detection; and material inhomogeneities, which are to be considered for performing cold upset testing. It describes test characteristics in terms of deformation, free-surface strains, and stress states for performing cylindrical compression tests. The article illustrates the fracture loci in cylindrical, tapered, and flanged upset-test specimens of aluminum alloy and type 1045 cold-finished steel.

An important activity in metalworking facilities is the testing of raw materials for characteristics that ensure the integrity and quality of the products made. This article reviews the common material parameters that can have a direct or indirect influence on workability and product quality. These include strength, ductility, hardness, strain-hardening exponent, strain-rate effects, temperature effects, and hydrostatic pressure effects. The article also reviews the material behavior characteristics typically determined by mechanical testing methods. It discusses various mechanical testing methods, including the tension test, plane-strain tension test, compression test, plane-strain compression test, partial-width indentation test, and torsion test. Aspects of testing particularly relevant to workability and quality control for metalworking processes are also described. Finally, the article details the various factors influencing workability in bulk deformation processes and formability in sheet-metal forming.

Bend tests are conducted to determine the ductility or strength of a material. This article discusses the different bend tests with emphasis on test methods, apparatuses, procedures, specimen preparation, and interpretation and reporting of results. The types of bend tests discussed are bending ductility tests, bending strength tests (ASTM E 855), bend tests as per EN 12384 and JIS 3130, and computer-aided bending tests. The three standard bending strength tests are the cantilever beam bend test, the three-point bend test, and the four-point bend test. European Standard EN 12384 specifies a bend test to determine the modulus of elasticity in bending. Japanese Industrial Standard JIS 3130 specifies two tests to determine the elastic limit of spring plate or strip: the repeated deflection spring test and the moment type spring test.

This article reviews the various types of mechanical testing methods, including hardness testing; tension testing; compression testing; dynamic fracture testing; fracture toughness testing; fatigue life testing; fatigue crack growth testing; and creep, stress-rupture, and stress-relaxation testing. Shear testing, torsion testing, and formability testing are also discussed. The discussion of tension testing includes information about stress-strain curves and the properties described by them.

This article focuses on the evaluation of mechanical properties of freestanding films and films adherent to their substrates. Common methods of testing freestanding films, including uniaxial tensile testing, uniaxial creep testing, biaxial testing, and beam-bending methods, are discussed. For films which are adherent to their substrates, indentation testing is used to evaluate hardness, creep, and strength.

Steel sheet is widely used for industrial and consumer products, partly because it is relatively strong, easily joined, and readily available at moderate cost. This article discusses the mechanical properties and formability of steel sheet, the use of circle grid analysis to identify the properties of complicated shapes, and various simulative forming tests. The mechanical properties of steel sheet that influence its forming characteristics, either directly or indirectly, can be measured by uniaxial tension testing. The article covers the effects of steel composition, steelmaking practices, and metallic coatings, as well as the correlation between microstructure and formability. A guide to the selection of steel sheet is also included. The formability of steel sheet is related to various microstructural features of the sheet. The article describes some of the forming characteristics of the more commonly used formable grades. It also lists the typical mechanical properties for common grades of hot-rolled and cold-rolled steel sheets.