This article examines aluminum forging processes, including open-die, closed-die, upset, roll, orbital, spin, and mandrel forging, and compares and contrasts their capabilities and the associated design requirements for forged parts. It discusses the effect of key process variables such as workpiece and die temperature, strain rate, and deformation mode. The article describes the relative forgeability of the ten most widely used aluminum alloys, and reviews common forging equipment, including hammers, mechanical and screw presses, and hydraulic presses. It also discusses postforge operations such as trimming, forming, repairing, cleaning, and heat treatment.

This article begins with discussion on forgeability and the factors affecting the forgeability of aluminum and aluminum alloys. It describes the types of forging methods and equipment and reviews critical elements in the overall aluminum forging process: die materials, die design, and die manufacture. The article discusses the critical aspects of various manufacturing elements of aluminum alloy forging, including the preparation of the forging stock, preheating stock, die heating, lubrication, trimming, forming and repair, cleaning, heat treatment, and inspection. It concludes with a discussion on the forging of advanced aluminum materials and aluminum alloy precision forgings.

This article discusses the forging processes and equipment and forging practice associated with the forging of magnesium alloys. It describes the workability of magnesium alloys. The article concludes with a discussion on the inspection of magnesium alloy forgings.

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.

Workability in forging depends on a variety of material, process-variable, and die-design features. A number of test techniques have been developed for gaging forgeability depending on alloy type, microstructure, die geometry, and process variables. This article summarizes some common workability tests and illustrates their application in practical forging situations. Workability tests for open-die forging of cast structures, hot and cold open-die forging of recrystallized structures, fracture-controlled defect formation, establishing effects of process variables and secondary tensile stresses on forgeability, and flow-localization-controlled failure are some common tests. The workability test used for closed-die forging is also summarized.

Workability is the ability of the workpiece metal to undergo extrusion or drawing without fracture or defect development. This article describes the limits of workability in extrusion and drawing in terms of fracture and flaw development and presents some comments on fracture mechanisms. It discusses the empirical projections of absolute workability from various mechanical tests. The article concludes with a discussion on extrusion and drawing process design implications.

Titanium alloys are forged into a variety of shapes and types of forgings, with a broad range of final part forging design criteria based on the intended end-product application. This article begins with a discussion on the classes of titanium alloys, their forgeability, and factors affecting forgeability. It describes the forging techniques, equipment, and common processing elements associated with titanium alloy forging. The processing elements include the preparation of forging stock, preheating of the stock, die heating, lubrication, forging process, trimming and repair, cleaning, heat treatment, and inspection. The article presents a discussion on titanium alloy precision forgings and concludes with information on the forging of advanced titanium materials and titanium aluminides.

This article discusses a number of workability tests that are especially applicable to the forging process. The primary tests for workability are those for which the stress state is well known and controlled. The article provides information on the tension test, torsion test, compression test, and bend test. It examines specialized tests including plane-strain compression test, partial-width indentation test, secondary-tension test, and ring compression test. The article explains that workability is determined by two main factors: the ability to deform without fracture and the stress state and friction conditions present in the bulk deformation process. These two factors are described and brought together in an experimental workability analysis.

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.

This article focuses on the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. It informs that workability depends on the local conditions of stress, strain, strain rate, and temperature in combination with material factors. The article discusses the common testing techniques and process variables for workability prediction. It illustrates the simple and most widely used fracture criterion proposed by Cockcroft and Latham and provides a workability analysis using the fracture limit line. The article describes various workability tests, such as the tension test, ring compression test, plane-strain compression test, bend test, indentation test, and forgeability test. It concludes with information on the role of the finite-element modeling software used in workability analysis.

Stainless steels, based on forging pressure and load requirements, are more difficult to forge because of the greater strength at elevated temperatures and the limitations on the maximum temperatures at which stainless steels can be forged without incurring microstructural damage. This article discusses the forging methods, primary mill practices (primary forging and ingot breakdown), trimming, and cleaning operations of stainless steels. It describes the use of forging equipment, dies, and die material in the forging operation. The article provides an overview of the forgeability of austenitic stainless steels, martensitic stainless steels, precipitation-hardening stainless steels, and ferritic stainless steels. It concludes with a discussion on the heating and lubrication of dies.

This article provides the definitions of stress and strain, and describes the relationship between stress and strain by stress-strain curves and true-stress/true-strain curves. The emphasis is on understanding the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. The article reviews the process variables that influence the degree of workability and summarizes the mathematical relationships that describe the occurrence of room-temperature ductile fracture under workability conditions. It discusses the most common situations encountered in multiaxial stress states. The construction of a processing map based on deformation mechanisms is also discussed.

This article focuses on the effects of mechanical plasticity on workability; that is, process control of localized stress and strain conditions to enhance workability. It describes the nature of local stress and strain states in bulk forming processes, leading to a classification scheme, including testing procedures and specific process measurements, that facilitate the application of workability concepts. Using examples, the article applies these concepts to forging, rolling, and extrusion processes. The stress and strain environments described in the article suggest that a workability test should be capable of subjecting the material to a variety of surface strain combinations. By providing insights on fracture criteria, these tests can be used as tools for troubleshooting fracture problems in existing processes, as well as in the process development for new product designs.

This article summarizes the types of hot working simulation tests such as hot tension, compression, and torsion testing used in the assessment of workability. It illustrates the use of hot torsion testing for the optimization of hot working processes. The article concludes with information on some hot torsion application examples.

This article discusses the equipment design, procedures, experimental considerations, and interpretation of the torsion tests used to establish workability. It describes the application of torsion testing to obtain flow-stress data and to gage fracture-controlled workability and flow-localization-controlled failure. The article discusses the torsion test used to establish the processing parameters that are required to produce the desired microstructures.

This article describes the general root causes of failure associated with wrought metals and metalworking. This includes a brief review of the discontinuities or imperfections that may be the common sources of failure-inducing defects in bulk working of wrought products. The article discusses the types of imperfections that can be traced to the original ingot product. These include chemical segregation; ingot pipe, porosity, and centerline shrinkage; high hydrogen content; nonmetallic inclusions; unmelted electrodes and shelf; and cracks, laminations, seams, pits, blisters, and scabs. The article provides a discussion on the imperfections found in steel forgings. The problems encountered in sheet metal forming are also discussed. The article concludes with information on the causes of failure in cold formed parts.

Forming processes can be divided into three major categories: bulk forming, sheet-metal forming, and semisolid forming and polymer extrusion. This article introduces each process category with a description of the constitutive models. It outlines the required properties for process modeling and describes the test methods for determining these properties. The article discusses several compression tests used to determine stress-strain curves for bulk forming and tensile tests used to obtain stress-strain curves for sheet-metal forming. The article concludes with information on the measurement of viscosity of semisolid alloy materials by using three types of viscometers: the coaxial cylinder viscometer, the cone-and-plate viscometer, and the capillary viscometer.

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.

This article reviews specific processing characteristics and forging-related properties of commonly forged families of metals and alloys, including carbon and alloy steels, stainless steels, heat-resistant alloys (iron, cobalt, and nickel base alloys), aluminum alloys, copper and copper alloys, magnesium alloys, and titanium alloys. It provides forging process variables such as stock preparation, heating and cooling of forgings, die lubrication, trimming, and cleaning of these metals and alloys. The article explains the effect of temperature, deformation rate, and die temperature on forgeability and describes the forging methods of these metals and alloys.

The selection of the best material for a particular design is intimately associated with the decisions of how to process the material or manufacture a part. This article describes the basic characteristics of manufacturing processes such as material factors, shape factors, and process factors. The influence of materials on the manufacturing cost is described with a specific example. The article discusses the design for manufacturability to minimize the total number of parts, use readily processed materials, and eliminate machining and finishing operations. It reviews the factors influencing the selection of a material for production, including material composition, heat-treated condition, surface finish, and cost of material. The article describes the material characteristics, such as terms formability, workability, castability, machinability, and weldability, that aid or hinder the production of a part without defects.