The article provides an overview of the various types of testing machines: gear-driven or screw-driven machines and servohydraulic machines. It examines force application systems, force measurement, and strain measurement. The article discusses important instrument considerations and describes gripping techniques of test specimens. It analyzes test diagnostics and reviews the use of computers for gathering and reducing data. Emphasis is placed on universal testing machines with separate discussions of equipment factors for tensile testing and compressing testing. The influence of the machine stiffness on the test results is also described, along with a general assessment of test accuracy, precision, and repeatability of modern equipment.

Flash welding (FW) is a resistance welding process in which a butt joint weld is produced by a flashing action and by the application of pressure. Flash welding is used to join metallic parts that have similar cross sections in terms of size and shape. This article discusses flash-welding applications, including chain links, transmission bands, automotive flywheel ring gears, aircraft landing gear, band-saw blades, and crankshaft counter weights. It describes the components of a typical flash-welding machine. The article provides information on the electrical controls of flash-welding equipment. These include programmable controllers, welding current controllers, and either motor or servo-valve controllers.

Powder metallurgy compacting presses usually are mechanically or hydraulically driven, but they can incorporate a combination of mechanically, hydraulically, and pneumatically driven systems. This article provides a comparison of mechanical and hydraulic presses based on the cost, production rate, and machine overload protection. The article lists the classification of powder metallurgy parts based on complexity of shapes as suggested by the Metal Powder Industries Federation, such as Class I parts, Class II parts, Class III parts, and Class IV parts. It describes rigid tooling compaction and details the powder-fill ratio considerations for these classes. The article elaborates on the types of tooling systems and presses used for these classes. Some important factors and components used in designing a tool are also described. Finally, the article considers tool materials, including punches, core rods, and punch clamp rings.

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.

Through detection of the wear, risk assessment can be performed, along with a related time to failure estimation through technologies such as electrical signature analysis (ESA) and motor current signature analysis. This article discusses the principle of operation of data collectors for ESA measurements and illustrates the evaluation of broken rotor bars and a broken shaft. It describes the detection of faults in bearings using ESA and provides information on the investigation of gearboxes and related components in a wind generator.

Lapping is the lower-pressure, lower-speed, and lower-power application of the use of fixed abrasives. This article begins with a discussion on the process capabilities of lapping and reviews the selection of abrasive and vehicle for lapping. It describes the methods of lapping outer cylindrical surfaces, namely, ring lapping, machine lapping between plates, centerless roll lapping with loose abrasives, and centerless lapping with bonded abrasives. In addition, the article discusses the methods employed for lapping of outer surfaces of piston rings, crankshafts, inner cylindrical surfaces, flat surfaces, end surfaces, spherical surfaces, balls, spring like parts, and gears. It also reviews the problems in flat and end lapping. The article concludes information on the use of lapping in accelerated wearing-in process for matching and aligning components of bearing assemblies.

This article describes the various types of press construction and the factors that influence the selection of mechanically or hydraulically powered machines for producing parts from sheet metal. Presses are broadly classified, according to the type of frame used in their construction, into two main groups: gap-frame presses and straight-side presses. The article describes the various components of mechanical presses and hydraulic presses. It discusses important factors, such as the size, force, energy, and speed requirements, that influence the selection of a press. The article describes the roles of automatic handling equipment that can be categorized as feeding equipment, unloading equipment, and transfer equipment. It concludes with information on the common types of high-production presses, such as dieing machines, multiple-slide machines, transfer presses, fine blanking presses, and flexible-die forming presses.

Mechanical tests are performed to evaluate the durability of gears under load. Gear tooth failures occur in two distinct regions, namely, the tooth flank and the root fillet. This article describes the common failure modes such as scoring, wear, and pitting, on tooth flanks. Failures in root fillets are primarily due to bending fatigue but can be precipitated by sudden overloading (impact). The article presents contact stress computations for gear tooth flank and bending stress computations for root fillets. Specimen characterization is a critical part of any fatigue test program because it enables meaningful interpretation of the results. The article describes four areas of the characterizations: dimensional, surface finish/texture, metallurgical, and residual stress. The rolling contact fatigue test, single-tooth fatigue test, single-tooth single-overload test, and single-tooth impact test are some of the gear action simulating tests discussed in the article.

Press quenching is a specialized quenching technique that can be utilized during heat treatment to minimize distortion of complex geometrical components by using specialized tooling for generating concentrated forces that constrain the movement of the component in a carefully controlled manner. This article provides a detailed account of the fundamental components of quenching machines, including the upright machine section, control panel, lower die table, tooling, and the base. In addition, it summarizes the critical factors affecting component distortion during press-quenching.

Shaping and slotting are used to remove metal from surfaces through the use of a single-point tool supported by a ram that reciprocates the tool in a linear motion against the workpiece. This article discusses the process capabilities of shaping and slotting with respect to the size and configuration of the workpiece. Shaping and slotting machines develop cutting action from a straight-line reciprocating motion between the tool and the workpiece. The article describes the types of shapers such as horizontal shaper and vertical shaper. It briefly discusses the applications of high-speed steel tools and carbide tools for shaping. The article also illustrates the dimensional control of workpieces during shaping. It concludes with a discussion on gear shaping.

Hammers and high-energy-rate forging machines are classified as energy-restricted machines as they deform the workpiece by the kinetic energy of the hammer ram. This article provides information on gravity-drop hammers, power-drop hammers, die forger hammers, counterblow hammers, and computer-controlled hammers. It describes the three basic designs of high-energy-rate forging (HERF) machines: the ram and inner frame, two-ram, and controlled energy flow. The article reviews forging mechanical presses, hydraulic presses, drive presses, screw presses, and multiple-ram presses.

This article focuses on the various technology drivers for finishing methods, namely, tolerance, consistency, surface quality, and productivity. Every finishing method may be viewed as a manufacturing system consisting of four input categories: machine tool, processing tool, work material, and operational factors. The article provides a classification of finishing as a surface generation process and addresses the characteristics of the generated surfaces and the methods used to measure them. It describes the thermomechanical interactions occurring between the processing tool and the work material in the presence of machine tool and operational factors.

This article first reviews variations within the most common types of gears, namely spur, helical, worm, and straight and spiral bevel. It then provides information on gear tooth contact and gear metallurgy. This is followed by sections describing the important points of gear lubrication, the measurement of the backlash, and the necessary factors for starting the failure analysis. Next, the article explains various gear failure causes, including wear, scuffing, Hertzian fatigue, cracking, fracture, and bending fatigue, and finally presents examples of gear and reducer failure analysis.

Scanners are the most versatile and flexible of the equipment available to the heat treating industry for induction hardening. This article provides a general overview of scanners, and describes various critical factors, including scan speeds, rotational speeds, and center total indicator runout of vertical scanners. It presents information on the frequency selection parameters for scanning applications. The article also discusses the critical parameters and production rates in specifying and developing a tooth-by-tooth hardening process.

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.

This article discusses the different classes of gears, namely, spur, helical, herringbone, crossed-axes helical, worm, internal, rack, bevel, or face-type. It describes the methods used to cut the teeth of gears other than bevel gears: milling, broaching, shear cutting, hobbing, shaping, and rack cutting. The article also reviews the methods that are used to cut the teeth of bevel gears, such as face mill cutting, face hob cutting, formate cutting, helix form cutting, the Cyclex method, and template machining. The machining methods best suited to specific conditions are discussed. The article presents the factors influencing the choice of cutting speed and cutting fluids. It outlines two basic methods for the grinding of gear teeth: form grinding and generation grinding. The article concludes with information on the gear inspection techniques used to determine whether the resulting product meets design specifications and requirements.

This article summarizes the various kinds of gear wear, including fatigue, impact fracture, wear, and stress rupture, describes how gear life in service is estimated. It presents the rules concerning lubricants in designing gearing and analyzing failures of gears. The article presents the equations for determining surface durability and life of gears. It tabulates the situations and concepts of pitting failures in gears. The article analyzes some of the more common flaws that affect the life of gear teeth. It reviews the components in the design and structure of each gear and/or gear train that must be considered in conjunction with the teeth.

Ring rolling is a process for creating seamless ring shaped components using specialized equipment and forming processes. This article provides information on the applications of ring rolling. It discusses the types of machines used for ring rolling, namely, vertical rolling machines, radial-axial horizontal rolling machines, four-mandrel mechanical table mills, three-mandrel table mills, and automatic radial-axial multiple-mandrel ring mills. The article provides a discussion on the process control technology and ancillary operations of ring rolling. It describes the methods of producing ring blanks and the various types of blanking and rolling tools used in ring rolling process. The article concludes with a discussion on rolled ring tolerances and machining allowances.

This article describes various bending methods: draw bending, compression bending, roll bending, stretch bending, and ram-and-press bending. It discusses the machines used for the bending of bars. These machines include devices and fixtures for manual bending, press brakes, conventional mechanical and hydraulic presses, horizontal bending machines, rotary benders, and bending presses. The article illustrates the tools used in bending and other bending process. It also tabulates the lubricants required for bending specific metals.