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 presents an outline of the physical metallurgical principles that are associated with heat treating of steels. It describes the iron-carbon phase diagram and various types of transformation diagrams, including isothermal transformation diagrams, continuous heating transformation diagrams, and continuous cooling transformation diagrams. The primary design criteria for heat treating of steels this article covers are the minimization of distortion and undesirable residual stresses. The article presents the theoretical and empirical guidelines to understand sources of common heat-treating defects and how they can be controlled. It also presents an example to demonstrate how thermal and transformation-induced strains cause dimensional changes and residual stresses.

This article reviews the general aspects of product design and provides an overview of the manufacturing processes and their relationship to design, with an emphasis on deformation processes. It discusses the various classes of deformation processes to illustrate their impacts on product design while taking advantage of the benefits of deformation processing.

In terms of the design of a forging, flash is an excess or surplus of metal that is trimmed or otherwise removed after forging operations are completed. This article discusses flash components and the functions of flash. It describes a series of conventional and unconventional flash designs and design adjustments, covering several forging processes and configurations. The article concludes with information on the checklists for the convenience of both designers of forgings and designers of forging dies and contiguous flash.

This article addresses the problems of designing isolated heavy sections that are functionally essential. It describes the two most efficient solutions to these problems over which the designer has control: providing flow and feed paths and reducing the mass of the isolated sections. The article concludes with a discussion on designs that reduce the mass of a remote section.

Quenchant agitation can be obtained by circulating quenchant in a quench tank through pumps and impellers. The selection of the agitation method depends on the tank design, type and volume of the quenchant, part design, and the severity of quench required. This article describes flow measurement methods, temperature control, materials handling, and filtration processes during the agitation process. The maintenance of quenching installations is also discussed.

Machining serves as a more specialized supplement to the forging process, particularly in the formation of cavities and holes. This article provides information on the enclosures, cavities, and holes in hammer and press forgings. It provides a checklist that serves as a guide to the procedure for reviewing the design of cavities and holes to be incorporated in forgings. The article also describes forging designs in which cavities and holes are related to rib and web designs, punchout, piercing, extruding, and combinations of these processes.

Ribs and bosses are the integral functional elements or features of a forging that project outward from a web in a direction parallel to the ram stroke. This article describes the design, functions, and producibility of ribs and bosses. It relates their design to grain flow, metallurgical structure, measurement details, and design parameters, with supplementary data obtained from the examples of actual forgings.

Riser design deals with the development of suitable reservoirs of feed metal in addition to the desired casting shape. The role of an engineer in designing risers can be stated simply as making sure that risers will provide the feed metal: in the right amount, at the right place, and at the right time. This article addresses these considerations in the context of feed metal volume, riser location, and duration of liquid feed metal. It discusses the three types of feeding systems, such as riser sleeves, topping compounds, and breaker cores, that are used in riser design. The factors in riser size, riser necks, and breaker cores are discussed.

This article describes design factors for products used in engineering applications. The article groups these factors into three categories: functional requirements, analysis of total life cycle, and other major factors. These categories intersect and overlap, constituting a major challenge in engineering design. Performance specifications, risk and hazard analysis, design process, design for manufacture and assembly, design for quality, reliability in design, and redesign are considered for functional requirements. Life-cycle analysis considers raw-material extraction from the earth and product manufacture, use, recycling (including design for recycling), and disposal. The other major factors considered include evaluation of the current state of the art for a given design, designing to codes and standards, and human factors/ergonomics.

This article is an atlas of fractographs that helps in understanding the causes and mechanisms of fracture of AISI/SAE alloy steels (4xxx steels) and in identifying and interpreting the morphology of fracture surfaces. The fractographs illustrate the brittle fracture, ductile fracture, impact fracture, fatigue fracture surface, reversed torsional fatigue fracture, transgranular cleavage fracture, rotating bending fatigue, tension-overload fracture, torsion-overload fracture, slip band crack, crack growth and crack initiation, crack nucleation, microstructure, hydrogen embrittlement, sulfide stress-corrosion failure, stress-corrosion cracking, and hitch post shaft failure of these steels. The components considered in the article include tail-rotor drive-pinion shafts, pinion gears, outboard-motor crankshafts, bull gears, diesel engine bearing cap bolts, splined shafts, aircraft horizontal tail-actuator shafts, bucket elevators, aircraft propellers, helicopter bolts, air flasks, tie rod ball studs, and spiral gears.

This article describes the fundamental concepts of heat treatment simulation, including the physical events and their interactions, the heat treatment simulation software, and the commonly used simulation strategies. It summarizes material data needed for heat treatment simulations and discusses reliable data sources as well as experimental and computational methods for material data acquisition. The article provides information on the process data needed for accurate heat treatment simulation and the methods for their determination. Methods for validating heat treatment simulations are also discussed with an emphasis on the underlying philosophy for the selection and design of validation tests. The article also discusses the applications, capabilities, and limitations of heat treatment simulations via selected industrial case studies for a better understanding of the effect of microstructure, distortion, residual stress, and cracking in gears, shafts, and bearing rings.

Precision forging is defined as a closed-die forging process in which the accuracy of the shape, dimensional tolerances, and surface finish exceed normal expectations to the extent that some of the postforge operations can be eliminated. This article provides an overview of the key factors that impact the precision forging process. It provides information on the achievable tolerances and presents examples of precision forging. A discussion on forging of bevel gears/spiral bevel gears is also presented.

Gears are a common part type for applications of the magnetic Barkhausen noise (MBN) techniques for nondestructive inspection. This article discusses the typical applications for MBN techniques, namely, detection of grinding retemper burn, evaluation of residual stresses, and detection of heat treatment defects, including the evaluation of case depth.

Friction and wear are important when considering the operation and efficiency of components and mechanical systems. Among the different types and mechanisms of wear, adhesive wear is very serious. Adhesion results in a high coefficient of friction as well as in serious damage to the contacting surfaces. In extreme cases, it may lead to complete prevention of sliding; as such, adhesive wear represents one of the fundamental causes of failure for most metal sliding contacts, accounting for approximately 70% of typical component failures. This article discusses the mechanism and failure modes of adhesive wear including scoring, scuffing, seizure, and galling, and describes the processes involved in classic laboratory-type and standardized tests for the evaluation of adhesive wear. It includes information on standardized galling tests, twist compression, slider-on-flat-surface, load-scanning, and scratch tests. After a discussion on gear scuffing, information on the material-dependent adhesive wear and factors preventing adhesive wear is provided.

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.

This article is an atlas of fractographs that helps in understanding the causes and mechanisms of fracture of wrought aluminum alloys and in identifying and interpreting the morphology of fracture surfaces. The fractographs illustrate the corrosion-fatigue fracture, fatigue striations, tension-overload fracture surface, ductile fracture, cone-shaped fracture surface, intergranular crack propagation, transgranular crack propagation, stress-corrosion cracking, hydrogen damage, and grain-boundary separation of these alloys. Fractographs are also provided for a forged aircraft main-landing gear wheel and actuator beam, an aircraft wing spar, a fractured aircraft propeller blade, shot peened fillet, an aircraft lower-bulkhead cap, and clevis-attachment lugs.

Cold extrusion is a push-through compressive forming process with the starting material (billet/slug) at room temperature. This article provides information on the different types of steels that can be cold extruded. Mechanical presses and hydraulic presses that are specifically designed for cold extrusion with high rigidity, accurate alignment, and long working strokes are described. The article details the factors that are critical in cold extrusion: punch design, die design, and tool design. It summarizes the role of lubricants during extrusion of steel, such as soap lubricant and polymer lubricants. The article describes several procedures for extruding specific steel parts such as tubular parts and stepped shafts. It lists problems such as tool breakage and galling or scoring of tools and explains cold extrusion of aluminum, copper, and nickel alloy parts. The article also discusses the impact extrusion of magnesium alloys.

The purposes and methods of fatigue modeling and simulation in high-cycle fatigue (HCF) regime are to design either failsafe components or components with a finite life and to quantify remaining life of components with pre-existing cracks using fracture mechanics, with the intent of monitoring via an inspection scheme. This article begins with a discussion on the stages of the fatigue damage process. It describes hierarchical multistage fatigue modeling and several key points regarding the physics of crack nucleation and microstructurally small crack propagation in the HCF regime. The article provides a description of the microstructure-sensitive modeling to model fatigue of several classes of advanced engineering alloys. It describes the various modeling and design processes designed against fatigue crack initiation. The article concludes with a discussion on the challenges in microstructure-sensitive fatigue modeling.

A sliding bearing (plain bearing) is a machine element designed to transmit loads or reaction forces to a shaft that rotates relative to the bearing. This article explains the role of wear damage mechanisms in the design and selection of bearing materials, and its relationship with bearing material properties. Sliding bearings are commonly classified by terms that describe their application; they also are classified according to material construction, as single-metal, bimetal, or trimetal sliding bearings. The article further provides detailed tabular data on the designation and composition of the following types of bearing materials: tin-base alloys, lead-base alloys, copper-base alloys, and aluminum-base alloys. It also briefly discusses the following types of bearing materials: zinc-base alloys, silver-base alloys, gray cast irons, cemented carbides, and nonmetallic bearing materials.