Both hot and cold forgings are batch-type processes in which steady-state conditions are never fully achieved and the initial lubricant supply must perform adequately for the duration of the operation. This article discusses methods to measure lubricant effectiveness and wear. It describes the mixed-film lubrication and solid film lubrication in cold forging, as well as solid film lubrication and thick film lubrication in hot forging. The article reviews the factors affecting abrasive wear: die hardness, workpiece temperature, and lubrication and die temperature. It concludes with information on ways to improve resistance to abrasive wear.

This article lists functions of lubricants common to the majority of applications and processes. It discusses the lubricant candidates widely used in forging: conversion coatings with soaps (stearate compounds) and molybdenum disulfide for cold forging; oil-based thick, film oil or polymerbased lubricants and molybdenum disulfide for warm application; graphite suspensions in oil or water for hot forging steels; and glass films for titanium and superalloys hot forgings. The article describes the applications of lubricants in warm extrusion and forging, hot forging of steel, hot forging of aluminum, isothermal and hot die forging, and the extrusion of steel.

This article discusses the operation of upset forging machines and selection of the machine size. It describes several types of upsetter heading tools and their materials. The article reviews the cold shearing and hot shearing methods for preparing blanks for hot upset forging. It deals with various upsetting processes: offset upsetting, double-end upsetting, upsetting with sliding dies, upsetting pipe and tubing, and electric upsetting. The article also provides information on hot forging and cold forging.

Cold heading is typically a high-speed process where a blank is progressively moved through a multi-station machine. This article discusses various cold heading process parameters, such as upset length ratio, upset diameter ratio, upset strain, and process sequence design. It describes the various components of a cold-heading machine and the tools used in the cold heading process. These include headers, transfer headers, bolt makers, nut formers, and parts formers. The article explains the operations required for preparing stock for cold heading, including heat treating, drawing to size, machining, descaling, cutting to length, and lubricating. It lists the advantages of the cold heading over machining. Materials selection criteria for dies and punches in cold heading are also described. The article provides examples that demonstrate tolerance capabilities and show dimensional variations obtained in production runs of specific cold-headed products. It concludes with a discussion on the applications of warm heading.

This article describes die wear and failure mechanisms, including thermal fatigue, abrasive wear, and plastic deformation. It summarizes the important attributes required for dies and the properties of the various die materials that make them suitable for particular applications. Recommendations on the selection of the materials for hot forging, hot extrusion, cold heading, and cold extrusion are presented. The article discusses the methods of characterizing abrasive wear and factors affecting abrasive wear. It discusses various die coatings and surface treatments used to extend the lives of dies: alloying surface treatments, micropeening, and electroplating.

Coining is a closed-die forging operation in which all surfaces of the workpiece are confined or restrained, resulting in a well-defined imprint of the die on the workpiece. This article focuses on the coining equipment (hammers and presses), lubricants, and general and special die materials used in the coining process. It discusses the coinability of metals such as steels, copper, and composite metals. The article describes the control of dimensions, surface finishes, and weight of coined items. It concludes with a discussion on processing problems and solutions.

This article discusses the fracture and fatigue properties of powder metallurgy (P/M) materials depending on the microstructure. It describes the effects of porosity on the P/M processes relevant to fatigue and fracture resistance. The article details the factors determining fatigue and fracture resistance of P/M materials. It reviews the methods employed to improve fatigue and fracture resistance, including carbonitriding, surface strengthening and sealing treatments, shot-peening, case hardening, repressing and resintering, coining, sizing, and postsintering heat treatments. Safety factors for P/M materials are also detailed.