This article discusses the operation of upset forging machines and selection of the machine size. It describes several types of upsetter heading tools and their materials. The article reviews the cold shearing and hot shearing methods for preparing blanks for hot upset forging. It deals with various upsetting processes: offset upsetting, double-end upsetting, upsetting with sliding dies, upsetting pipe and tubing, and electric upsetting. The article also provides information on hot forging and cold forging.

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 machines use a wide variety of hammers, presses, and dies to produce products with the desired shape, size, and geometry. This article discusses the major types of hammers (gravity-drop, power-drop, high speed, and open-die forging), and presses (mechanical, hydraulic, screw-type, and multiple-ram). It further discusses the technologies used in the design of dies, terminology, and materials selection for dies for the most common hot-forging processes, particularly those using vertical presses, hammers, and horizontal forging machines. A brief section is included on computer-aided design in the forging industry. Additionally, the article reviews specific characteristics, process limitations, advantages, and disadvantages of the most common forging processes, namely hot upset forging, roll forging, radial forging, rotary forging, isothermal and hot-die forging, precision forging, and cold forging.

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.

Stainless steels, based on forging pressure and load requirements, are more difficult to forge because of the greater strength at elevated temperatures and the limitations on the maximum temperatures at which stainless steels can be forged without incurring microstructural damage. This article discusses the forging methods, primary mill practices (primary forging and ingot breakdown), trimming, and cleaning operations of stainless steels. It describes the use of forging equipment, dies, and die material in the forging operation. The article provides an overview of the forgeability of austenitic stainless steels, martensitic stainless steels, precipitation-hardening stainless steels, and ferritic stainless steels. It concludes with a discussion on the heating and lubrication of dies.

This article discusses the production of low-alloy steel parts by powder forging, focusing on the material considerations, such as hardenability and inclusion assessment; and process considerations, including sintering and reheating, metal flow, and secondary operations. It presents the mechanical property data for copper and graphite powders mixed with an iron powder base to produce materials that generally contain 2″ Cu, including tensile, impact, and fatigue properties. Heat treatment procedures used in developing the properties of the prealloyed powder forged materials are also covered. Finally, the article describes the process steps and cost considerations in metal injection molding (MIM) and tabulates the composition, and mechanical properties of MIM low-alloy steels.

Roll forging is a process for simultaneously reducing the cross-sectional area and changing the shape of heated bars, billets, or plates. This article provides an overview of the process capabilities, production techniques, machines and machine size selection considerations, and types of roll dies and auxiliary tools for the roll forging. It concludes with information on the production examples of roll forging.

This article focuses on forging processes and equipment, types of forging alloys, and the forging practices associated with the forging of copper and copper alloys. An overview of the forging tolerances for small copper-base forgings is presented in a table.

Powder forging is an extension of the conventional press and sinter powder metallurgy process, which is recognized as an effective technology for producing a variety of parts to net or near-net shape. This article focuses on the material considerations, such as powder characteristics, alloy development, and inclusion assessment; and process considerations, such as process stages, tool design, and secondary operations; of ferrous alloy powder forging. The mechanical properties of powder forged materials are also reviewed. The article discusses the quality assurance tests for powder forged materials: the part dimensions and surface finish measurement, magnetic particle inspection, metallographic analysis, and nondestructive testing. It concludes with a discussion on the applications of powder forged parts with examples.

Wire rod is a semifinished product rolled from billet on a rod mill and is used primarily for the manufacture of wire. Steel wire rod is usually cold drawn into wire suitable for further drawing; for cold rolling, cold heading, cold upsetting, cold extrusion, or cold forging; or for hot forging. The article explains these operations, along with the several recognized quality and commodity classifications applicable to steel wire rods. The heat treatments commonly applied to steel wire rod, either before or during processing into wire, include annealing, spheroidize annealing, patenting, and controlled cooling. When the end product must be heat treated, the heat treatment and mechanical properties should be clearly defined. Carbon steel rods are produced in various grades or compositions: low-carbon, medium-low-carbon, medium-high-carbon, and high-carbon steel wire rods. Rod for the manufacture of carbon steel wire is produced with manufacturing controls and inspection procedures intended to ensure the degree of soundness and freedom from injurious surface imperfections necessary for specific applications. This article also describes the various quality descriptors applicable to the rods as well as standard qualities and commodities available in alloy steel wire rod.

Powder forging is a process in which unsintered, presintered, and sintered powder metallurgy preforms are hot formed in confined dies. This article provides information on the basic forms of powder forging and describes the material considerations, process considerations, and mechanical properties of powder forged (PF) steels. It reviews the parameters involved in quality assurance tests for PF parts. The article includes examples of PF components and highlights the reasons for selecting them over those made by competing forming methods.

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 reviews forge welding and illustrates the typical joint configurations used for manual and automatic forge welding applications.

Forge welding is a solid-state joining process in which the workpieces are heated to the welding temperature and then sufficient blows or force are applied to cause permanent deformation and bonding at the faying surfaces. Coextrusion welding is a solid-state process that produces a weld by heating two or more workpieces to the welding temperature and forcing them through an extrusion die. This article illustrates typical joint configurations used for manual and automatic forge welding applications. It provides information on the common metals welded by coextrusion welding, such as low-carbon steel, aluminum, copper, and copper alloys. The article also explains the common coextrusion behaviors.

This article reviews specific processing characteristics and forging-related properties of commonly forged families of metals and alloys, including carbon and alloy steels, stainless steels, heat-resistant alloys (iron, cobalt, and nickel base alloys), aluminum alloys, copper and copper alloys, magnesium alloys, and titanium alloys. It provides forging process variables such as stock preparation, heating and cooling of forgings, die lubrication, trimming, and cleaning of these metals and alloys. The article explains the effect of temperature, deformation rate, and die temperature on forgeability and describes the forging methods of these metals and alloys.