This article is a comprehensive collection of terms related to metalworking operations that produce shapes from forging, extrusion, drawing, and rolling operations.

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.

This article provides a summary of the overall development of the finite element method (FEM) and its contribution to the materials forming industry. It presents an overview of FEM methodologies and applications in the order of their usage in typical manufacturing (bulk forming process) process sequence: primary materials processing, hot forging and cold forming, and product assembly. The article discusses the material fracture and dies stress analysis and presents the optimization techniques used in 2-D and 3-D preform die design.

This article reviews the bulk deformation processes for various aluminide and silicide intermetallic alloys with emphasis on the gamma titanium aluminide alloys. It summarizes the understanding of microstructure evolution and fracture behavior during thermomechanical processing of the gamma aluminides with particular reference to production scaleable techniques, including vacuum arc and cold-hearth melting, isothermal forging, conventional hot forging, and extrusion. The selection and design of manufacturing methods, in the context of processing-cost trade-offs for gamma titanium aluminide alloys, are also discussed.

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 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.

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 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 discusses the bulk formability or workability of steels. It describes their formability characteristics and presents procedures for various formability tests used for carbon and alloy steels. Tests for bulk formability can be divided into two main categories: primary tests and specialized tests. The article compares the processing of microalloyed plate and bar products. The article focuses on the use of torsion testing to evaluate the forgeability of carbon and alloy steels and presents information on measuring flow stress. The article discusses the metallurgy and thermomechanical processing of high-strength low-alloy (microalloyed) steels and the various parts of the rolling operation. The article summarizes some of the common tests for determining formability in open-die and closed-die forgings.

This article discusses the capabilities and limitations of various material characterization methods that assist in the selection of a proper analytical tool for analyzing particulate materials. Commonly used methods are microanalysis, surface analysis, and bulk analysis. The techniques used for performing microanalysis include scanning electron microscopy and electron probe X-ray microanalysis. The article describes surface analysis techniques, including Auger electron spectroscopy, X-ray photoelectron spectroscopy, and ion-scattering spectroscopy. Bulk analysis techniques, such as X-ray powder diffraction, inductively coupled plasma atomic emission spectroscopy, atomic absorption spectroscopy, and atomic fluorescence spectrometry, are also discussed.

This article describes the methods for determining the flow rate of metal powders. It examines the factors affecting flow rate, apparent density, and angle of repose of metal powders. The article reviews the frictional properties, cohesive strength, frictional properties, tap density, and compressibility of metal powders. It explains the mechanisms of powder segregation. The article provides information on green strength and springback value of rectangular test bar. It concludes with a discussion on the chemical composition of metal powders.

This article discusses factors that influence the effect of alloying, metallurgical treatments, and mechanical treatments on the corrosion resistance of metallic materials, with schematic illustrations.

Bulk molding compounds can be molded into a variety of complex shapes by methods that can be readily automated for high volume production. This article describes the formulation and processing (compound formation, and molding methods) of bulk molding compounds. It discusses the effects of fiber type, fiber length, and matrix type on thermoset bulk molding compounds. The markets for long-fiber-reinforced bulk molding compounds are electrical, ordnance, aerospace, industrial, sporting goods, and automotive applications.

The overall chemical composition of metals and alloys is most commonly determined by X-ray fluorescence (XRF) and optical emission spectroscopy (OES), and combustion and inert gas fusion analysis. This article provides information on the capabilities, uses, detection threshold and precision methods, and sample requirements. The amount of material that needs to be sampled, operating principles, and limitations of the stated methods are also discussed.

X-ray diffraction (XRD) is the most extensively used method for identifying and characterizing various aspects of metals related to the arrangements and spacings of their atoms for bulk structural analysis. XRD techniques are also applicable to ceramics, geologic materials, and most inorganic chemical compounds. This article describes the operating principles and types of XRD analyses, along with information about the threshold sensitivity and precision, limitations, sample requirements, and capabilities of related techniques. The necessary instrumentation for XRD analyses include the Debye-Scherrer camera and the X-ray diffractometer. The article also describes the uses of XRD analyses, such as the identification of phases or compounds in metals and ceramics; detection of order and disorder transformation; determination of lattice parameters and changes in lattice parameters due to alloying and temperature effects; measurement of residual stresses; characterization of crystallite size and perfection; characterization of preferred orientations; and determination of single crystal orientations.

Chemical analysis is a critical part of any failure investigation. With the right planning and proper analytical equipment, a myriad of information can be obtained from a sample. This article presents a high-level introduction to techniques often used for chemical analysis during failure analysis. It describes the general considerations for bulk and microscale chemical analysis in failure analysis, the most effective techniques to use for organic or inorganic materials, and examples of using these techniques. The article discusses the processes involved in the chemical analysis of nonmetallics. Advances in chemical analysis methods for failure analysis are also covered.

This article provides a summary of the overall development of the finite element method (FEM) and its contribution to the materials forming industry. It focuses on the overall philosophy and evolution of the FEM for solving bulk forming issues. A number of applications of FEM are presented in the order they would be used in a typical manufacturing process sequence: primary materials processing, hot forging and cold forming, and product assembly. The article discusses four FEM modules: the deformation model, the heat-transfer model, the microstructural model, and the carbon diffusion model. The article also covers material fracture and die stress analysis and reviews optimization of the design of forming processes.