Shell molding is used for making production quantities of castings that range in weight from a few ounces to approximately 180 kg (400 lb), in both ferrous and nonferrous metals. This article lists the limitations or disadvantages of shell mold casting. It describes the two methods for preparation of resin-sand mixture for shell molding, namely, mixing resin and sand according to conventional dry mixing techniques, and coating the sand with resin. Shaping of shell molds and cores from resin sand mixtures is accomplished in machines. The article discusses the major steps in producing a mold or core and describes the problems most frequently encountered in shell-mold casting. The problems include mold cracking, soft molds, low hot tensile strength of molds, peelback, and mold shift. The article concludes with information on examples that provide some relative cost comparisons between shell molding and green sand molding.

This article illustrates the simulation procedure of casting process. It describes important elements and points of the simulations. These include the setting of clear simulation objectives, selection of proper simulation code, hints in modeling of shape and phenomena, initial and boundary conditions, physical properties, enmeshing, and evaluation of simulation results. The article also provides some insights into the application of models to real world problem for foundry process engineers.

This article provides information on metals that can be cast in permanent molds. It describes the advantages, disadvantages, applications, and design of permanent castings. Following a discussion on the factors considered in mold design and material selection, the article details the application of mold coatings and examines the effects of major processing variables on mold life. The variables that determine mold temperature and measures for controlling it are reviewed, and the effects of short-term and long-term variables on the dimensional accuracy of permanent mold castings are explained. The article concludes with a discussion on the factors influencing the surface finish on permanent mold castings.

Contour roll forming is a continuous process for forming metal from sheet, strip, or coiled stock into desired shapes of uniform cross section by feeding the stock through a series of roll stations equipped with contoured rolls. This article discusses the materials, roll-forming machines, tooling, and auxiliary equipment used in contour roll forming and its process variables. Tooling used in roll forming includes forming rolls and dies for punching and cutting off the material. The article discusses the additional tooling required in tube mills to weld, size, and straighten the tubes as they are produced on the machine. It describes the roll design for tube rolling and reviews the seam welding operations of pipe and tubing. The article discusses cross-sectional tolerances, the reshaping of round tubing, and factors that affect the quality, accuracy, and surface finish.

This article discusses the production of blanks from low-carbon steel sheet and strip in dies in a mechanical or hydraulic press. It describes the cutting operations that are done by dies in presses to produce blanks. The applications of blanking methods are described with examples. The article reviews the characteristics of blanked edges and explains how to calculate the forces and the work involved in blanking. Factors affecting the processing of blanks are discussed. The article provides information on the selection of work metal form, the effect of work metal thickness on the selection of material for dies and related components, as well as the selection of die type and design. The article illustrates the construction and use of short-run dies and conventional dies. It concludes with information on the shaving and deburring methods for blanking.

Metalworking is one of the three major technologies used to fabricate metal products. This article tabulates the classification of metal forming processes. It discusses different types of metalworking equipment, including rolling mills, ring-rolling machines, and thread-rolling and surface-rolling machines. The article outlines the significant characteristics of pressing-type machines: load and energy characteristics, time-related characteristics, and accuracy characteristics. It summarizes different specialized processes such as advanced roll-forming methods, equal-channel angular extrusion, incremental forging, and microforming. The article describes the thermomechanical processing of nickel- and titanium-base alloys and concludes with information on the advancements in process simulation.

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.

The design of forging operations; consisting of dies, fixturing, and parts; requires a consistent and unambiguous method for representing critical dimensions and tolerances. This article presents a dimensioning process, based on tooling points and datum planes, with the potential to simplify geometries while minimizing tolerance stack-ups. The method also facilitates inspection liaison between vendors and users because fixturing is easy to duplicate and tooling points are consistent from forging to finish-machined part. The article focuses on the most common dimensional tolerances for closed-die forgings, including finish allowances for machining, length and width tolerances, die-wear tolerance, match tolerances, die-closure or thickness tolerances, straightness and flatness tolerances, radii tolerances, flash-extension tolerances, and surface tolerances. It also contains a convenient summary in the form of a checklist.

This article reviews the factors that have a significant effect on the selection and interpretation of results of different hardness tests, namely, Brinell, Rockwell, Vickers, and Knoop tests. The factors concerned include hardness level (and scale limitations), specimen thickness, size and shape of the workpiece, specimen surface flatness and surface condition, and indent location. The article focuses on the selection for specific types of materials, such as steels, cast irons, nonferrous alloys, and plastics, and industrial applications, of hardness tests.

This article provides an overview of the relationships between torque, angle-of-turn, tension, and friction and explains how they are measured and evaluated. It focuses on the principle, test equipment, procedure, evaluation, and test report of various testing methods, namely, friction coefficient testing, torque tension testing, locknut testing, and angular ductility and rotational capacity tests. The article reviews the basic methods and fundamental principles for mechanical testing of externally and internally threaded fasteners and bolted joints. The test methods for externally threaded fasteners include product hardness, proof load, axial and wedge tension testing of full-sized products, tension testing of machined test specimens, and total extension at fracture testing. Product hardness, proof load, and cone proof-load test are the test methods for internally threaded fasteners. The article concludes with a description of torque-angle signature analysis and the specification of measurement accuracy for torque and clamp force.

Computational fluid dynamics (CFD) is reserved for computationally intensive three-dimensional simulations of thermal fluids systems where nonlinear momentum transport plays an important role. This article presents the governing equations of fluid dynamics and an introduction to the CFD techniques for their solution. It introduces discretization techniques that are used by finite-difference, finite-volume, finite-element, spectral, and some particle methods. Associated concepts of numerical stability and accuracy are also reviewed. The article describes two approaches for grid generation with complex geometries: the use of unstructured grids and the use of special differencing methods on structured grids. The article describes the four-step procedures of the CFD process: geometry acquisition, grid generation and problem specification, flow solution, and post-processing and synthesis. It provides information on the applications of the engineering CFD. Issues and directions for the engineering CFD are also described.

This article describes the extrusion process, which converts soft, plastic material into a particular form using an extruder, or screw conveyer. It discusses the two main types of plastic extruders, twin-screw and single-screw, estimation of extruder capacity, and design and operations (heating, cooling, downstream sizing, corrugating, and crossheading) of the screw, the most important component of any extruder. It discusses the shapes produced by screw extrusion and the types of extrusion products produced by extrusion processes, including blown-film extrusion, flat-film or sheet extrusion, chill-roll film extrusion, pipe or tube extrusion, wire and cable coverings, extrusion coating, and profile extrusion, and provides some discussion on multiple-screw extruders. The article describes the dimensional accuracy of extrusion products, and lists common defects that occur frequently in the extrusion process.

Copper alloy castings are used in applications that require superior corrosion resistance, high thermal or electrical conductivity, good bearing surface qualities, or other special properties. This article discusses the nominal composition and mechanical properties of copper casting alloys, designated in the Unified Numbering System. It also describes the selection factors of copper casting alloys, including castability, machinability, dimensional tolerances, bearing and wear properties, and cost considerations. The article provides information on the relative corrosion resistance of 14 different classes of copper casting alloys in a wide variety of liquids and gases which helps in selecting alloys for corrosion service.

This article focuses on machines that are designed, constructed, and used for drilling. It provides information on the design, materials, selection, and classification of drill. The article describes drills that are specially designed for hard steel and other specific applications. A variety of drill point styles, such as single-angle points and reduced-rake points, are described. The article discusses the factors considered to obtain expected dimensional accuracy of holes. It explains the determination of the optimum speed and feed for drilling, which depends on the workpiece material, tool material, depth of hole, design of drill, rigidity of setup, tolerance, and cutting fluid. The article illustrates the effects of operating variables on drill life of hardened steel. The advantages, limitations, design considerations, insert configurations, and applications of indexable-insert drills are discussed. The article concludes with a discussion on the requirements to drill small holes that differ from those used in conventional drilling.

Reaming is a machining operation in which a rotary tool takes a light cut to improve the accuracy of the round hole and reduce the roughness of the hole surface. This article describes its process capabilities and provides information on workpiece material and hardness, as well as the machines used. Reamer materials and design, speed and feed, bushings and fixtures, and cutting fluids used are also discussed. The article outlines the factors to be considered while selecting a reamer. It also discusses the applications of the principle types of reamers, namely, straight-flute chucking, spiral-flute chucking, adjustable, end-cutting, shell, floating-blade, gun, and special-purpose reamers, with examples.

Tapping is a machining process for producing internal threads. This article provides a discussion on machines and accessories of tapping. It reviews the seven categories of taps, namely, solid, shell, sectional, expansion, inserted-chaser, adjustable, and collapsible taps, as well as their design and functions. It explains the influences of various factors on the selection of tap design features and discusses the principal factors that influence the selection of equipment and procedure for tapping. The article reviews the factors that determine torque demand. It also provides an overview of tap materials and surface treatment and concludes with a discussion on tapping of taper pipe threads.

Roller burnishing is a method of working a metal surface to improve its finish and dimensional accuracy and can provide some degree of work hardening. This article discusses the workpiece requirements used for roller burnishing. It illustrates the types of roller burnishing tools, such as internal tool, external tool, and tools for the roller burnishing of tapered holes and circular flat surfaces. The article contains a table that lists typical inside and outside diameter speed and feed rates for roller burnishing tools. It exemplifies typical lubrication techniques and the conditions used in the roller burnishing of magnesium alloy castings. The article reviews fillet rolling that is used to improve fatigue resistance of the materials. It concludes with a discussion on the process considerations for three basic types of bearingizing tools for the finishing of bores: bottoming, semi-bottoming, and through-hole.

Turning is a machining process for generating external surfaces of revolution by the action of a cutting tool on a rotating workpiece, usually in a lathe. This article discusses the process capabilities of turning over other machining operations and describes the classification, controlling methods, attachments, and accessories of a lathe machine. It reviews the design and various operations of single-point cutting tools in turning. In addition, the article discusses the influence of various factors on selection of equipment and machining procedure for a specific part. These include the size and configuration of the workpiece, equipment capacity, production quantity, dimensional accuracy, number of operations, and the surface finish. It presents examples that describe or compare equipment and techniques for production applications. Finally, the article provides a discussion on the classification and compatibility of cutting fluids.

Boring is a machining process in which internal diameters are generated in true relation to the centerline of the spindle by means of single-point cutting tools. This article provides a discussion on boring machines and boring tools and presents a comprehensive discussion on the various elements of boring. The elements are composition and hardness of workpiece metal, cutting fluid, speeds and feeds, and methods for piloting and supporting tools in boring applications. The article explains the role of workpiece size in selecting the equipment and processing procedure and the use of techniques to overcome difficulties presented by workpiece configuration. It describes the factors related to accuracy of boring and factors affecting them. The article also presents a discussion on close-tolerance boring and methods of controlling vibration and chatter. It concludes with a section presenting information on the use of boring equipment for machining operations other than boring.

This article discusses the fundamentals of broaching, including broach tooth terminology, broach cutting action, and broach size. It describes two types of broaching machines: horizontal and vertical. The article illustrates three general categories of broaches: solid, shell, and insert-type. It tabulates feeds and speeds for broaching various steels with high-speed tool steels and carbide tools. The article also describes the advantages and limitations of broaching and provides a brief discussion on burnishing. The causes and prevention of broach breakage are also discussed. The article concludes with information on broach repair.