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 focuses on the forging behavior and practices of carbon and alloy steels. It presents general guidelines for forging in terms of practices, steel selection, forgeability and mechanical properties, heat treatments of steel forgings, die design features, and machining. The article discusses the effect of forging on final component properties and presents special considerations for the design of hot upset forgings.

Forging is the process of working hot metal between dies, usually under successive blows and sometimes by continuous squeezing. This article describes the material selection criteria, quality assurance tests for forged components, and the dimensional tolerances of closed-die steel forgings. It provides an overview of the mechanical properties of wrought materials. The article also includes information on the fundamentals of hammer and press forgings and the design of hot upset forgings.

Forgings are classified in various ways, beginning with the general classifications open die and closed die. They are also classified according to how they are made; such as hammer upset forgings, ring-rolled forgings, and multiple-ram press forgings; and in terms of the close-to-finish factor or amount of stock that must be removed to satisfy the dimensional and detail requirements of the finished part. In addition to types and classifications, the article discusses critical design factors and ways to ensure that the resulting forgings measure up to metallurgical, mechanical property, and dimensional accuracy requirements. The responsibility for design verification is vested in material control, which depends on the proper application of drawings, specifications, manufacturing process controls, and quality assurance programs. The article addresses each of these areas as well as related topics; including stress-induced fatigue failure, tolerances, machining allowances; and the fundamentals of hammer and press forgings, hot upset forgings, and hot extrusion forgings.