A cylindrical specimen compressed with friction at the die surfaces does not remain cylindrical in shape but becomes bulged or barreled. Tensile stresses associated with the bulging surface make the upset test a candidate for workability testing. This article discusses test-specimen geometry and friction conditions; strain measurements; crack detection; and material inhomogeneities, which are to be considered for performing cold upset testing. It describes test characteristics in terms of deformation, free-surface strains, and stress states for performing cylindrical compression tests. The article illustrates the fracture loci in cylindrical, tapered, and flanged upset-test specimens of aluminum alloy and type 1045 cold-finished steel.

This article discusses physical analysis, including slab method and upper-bound method and slip-line field analysis, for calculating stress states in plastic deformation processes. It presents various validation standards and models for evaluating the criterion of fracture for use in finite-element analyses of deformation processing. The article reviews the Cockcroft-Latham criterion of fracture and its reformulated extension for analysing the fracture locus for compression. It concludes with information on fundamental fracture models.

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.

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.

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.

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 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.

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.

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 briefly reviews the general causes of weldment failures, which may arise from rejection after inspection or failure to pass mechanical testing as well as loss of function in service. It focuses on the general discontinuities observed in welds, and shows how some imperfections may be tolerable and how the other may be root-cause defects in service failures. The article explains the effects of joint design on weldment integrity. It outlines the origins of failure associated with the inherent discontinuity of welds and the imperfections that might be introduced from arc welding processes. The article also describes failure origins in other welding processes, such as electroslag welds, electrogas welds, flash welds, upset butt welds, flash welds, electron and laser beam weld, and high-frequency induction welds.

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.

Control of grain flow is one of the major advantages of shaping metal parts by rolling, forging, or extrusion. This article shows the effects of anisotropy on mechanical properties. Cylindrical forgings commonly have a straight parting line located in a diametral plane. The alternate classes of parting lines are called either "straight" or "broken" for brevity. Regardless of whether draft is applied or natural, the forging will have its maximum spread or girth at the parting line. Proper placement of the parting line ensures that the principal grain flow direction within the forging will be parallel to the principal direction of service loading. The article reviews the mutual dependence of parting line and forging process. It provides a checklist for the forging designer that suggests a systematic approach for establishing parting line location. Finally, the article contains examples, with illustrations of parting line locations, accompanied by tables of design parameters.

This article is a compilation of definition of the terms related to modeling for metals processing.

In terms of forming, magnesium alloys are much more workable at elevated temperatures due to their hexagonal crystal structures. This article describes the deformation mechanisms of magnesium and provides information on the hot and cold forming processes of magnesium alloys and the lubricants used in the processes. It discusses the various forming processes of magnesium alloys. These include press-brake forming, deep drawing, manual and power spinning, rubber-pad forming, stretch forming, drop hammer forming, and precision forging.

This article is an atlas of fractographs that helps in understanding the causes and mechanisms of fracture of medium-carbon steels and in identifying and interpreting the morphology of fracture surfaces. The fractographs illustrate the torsional-fatigue fracture, cup and cone tensile fracture, brittle fracture, and in-service rotary bending fatigue fracture of fractured roof-truss angles, pressure-vessel shells, automotive axle shafts, broken keyed spindles, crane gears, blooming-mill spindles, automotive bolts, and crane wheels of these steels.

Hot-rolled steel bars and other hot-rolled steel shapes are produced from ingots, blooms, or billets converted from ingots or from strand cast blooms or billets and comprise a variety of sizes and cross sections. Most carbon steel and alloy steel hot-rolled bars and shapes contain surface imperfections with varying degrees of severity. Seams, laps, and slivers are probably the most common defects in hot-rolled bars and shapes. Another condition that could be considered a surface defect is decarburization. Hot-rolled steel bars and shapes can be produced to chemical composition ranges or limits, mechanical property requirements, or both. Hot-rolled carbon steel bars are produced to two primary quality levels: merchant quality and special quality. Merchant quality is the least restrictive descriptor for hot-rolled carbon steel bars. Special quality bars are employed when end use, method of fabrication, or subsequent processing treatment requires characteristics not available in merchant quality bars.

This article briefly reviews the forming of steel tailor-welded blanks (TWB) with a discussion on the effects of welding on forming. It presents the parameters that are monitored to control the stamping operation for tailor-welded blanks. The article discusses weld factors such as the orientation of weld relative to metal movement in dies, the formability of TWB materials, die and press considerations, and specific factors for the drawing, stretching, and bending of steel tailor-welded blanks.

This article describes the failure characteristics of high-pressure long-distance pipelines. It discusses the causes of pipeline failures and the procedures used to investigate them. The use of fracture mechanics in failure investigations and in developing remedial measures is also reviewed.