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.

This article begins with a general review of the effects of changes in stress state on processing of materials. It describes the fundamentals of hydrostatic extrusion and reviews the various issues and benefits associated with hydrostatic extrusion. The article discusses the hydrostatic extrusion of structural alloys, composites, brittle materials, and intermetallics or intermetallic compounds, with examples. It concludes with a discussion on the attempts made to extend the hydrostatic extrusion to higher temperatures.

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.

Coextrusion is defined as the simultaneous extrusion of two or more metals to form an integral product that can be carried out using conventional extrusion or drawing equipment at a temperature appropriate to the metal system being formed. This article discusses the applications, billet configurations, and metal flow modes of coextrusion. It presents the analytical studies of coextrusion: deformation energy methods, lower-bound (slab) analyses, upper-bound analyses, and finite-element analyses. These studies are used to identify the regime of material properties and process variables for which sound extrusions can be obtained. The article concludes with a discussion on the state-of-the-art of coextrusion that assists in developing process models, which accurately describe both the macroscopic and microscopic aspects of a process.

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 introduces the reasons behind the selection of a deformation process as the method of choice for producing a part or product form. It discusses the advantages, disadvantages, and categories of deformation processes. The article describes the major design considerations in applying a deformation process. Some fundamental aspects of plastic flow, flow stress, cold and hot working, workability, and formability are presented. The article provides information on free-surface cracking, central burst or chevron cracking, and cracking on die contact surface, as well as the microstructural effects on metal flow. It also discusses the defects in sheet-metal formed parts and flow-related defects in bulk forming.

This article provides a brief introduction to lubrication as a method to reduce friction between two surfaces. It discusses the surface characteristics of parts and explores how lubrication helps separate two contacting surfaces and thereby decreases the coefficient of friction. The article details the classifications of lubrication regimes, namely, boundary, mixed, hydrodynamic, and elastohydrodynamic lubrications. It discusses the various types of lubricant materials and additives, including liquid lubricants, solid lubricants, gaseous lubricants, greases, green lubricants, and nanomaterials. The article also reviews the properties of lubricants. It describes the tribological evaluation of lubricants, including stribeck test, four-ball test, block-on-ring test, pin-in-vee test, and reciprocating motion test.

Drawing is a process by which a workpiece is pulled against a die to produce a wire, bar, or tube with smaller cross sectional area compared with the initial stock. This article discusses the variables that affect the drawing process and the parameters that influence friction, lubrication, and wear. These parameters include process, lubricant, workpiece, and tooling. The article provides information on dry and wet lubrication in wire drawing. The dry lubrication refers to use of solid lubricants while wet lubrication refers to the practice of providing a liquid lubricant to the workpiece-die interface. The article describes the most common types and causes of die wear: abrasive wear, adhesive wear, surface fatigue wear, thermal fatigue wear, and catastrophic failure. It concludes with a discussion on the surface treatment and texturing that are used to reduce die wear in drawing operations.

This article discusses two approaches for determining gaseous corrosion rates, one based on indirect (discontinuous) measurements, the other based on direct (continuous) measurements. It explains how corrosion rate data can be obtained indirectly by measuring scale thickness, scale weight per unit surface area, loss of metal thickness, loss of material weight per unit surface area, or weight change of oxidant bonded in the scale per unit surface area as a function of time. It also describes several continuous methods, including volumetric measurements, the manometric method, and thermogravimetric analysis, and the conditions under which they can be used.

Discontinuously reinforced aluminum (DRA) alloy metal-matrix composites (MMCs) represent an advanced aluminum materials concept whereby ceramic particles, or whiskers, are added to aluminum-base alloys through the use of either ingot-melting or casting and/or powder-metallurgy (P/M) techniques. This article begins with a summary of general observations on the forging of discontinuously reinforced composites. It provides information on some of the specific experimental results obtained on various DRA systems, including 2xxx DRA alloys and cast DRA alloys. The article reviews the efforts on the modeling of behavior of specific alloy systems, with a comparison of experimental results to the modeling attempts. It concludes with information on the properties of deformation-processed DRA alloys.

The lifetime assessment of polymeric products is complicated, and if the methodology utilized leads to inaccurate predictions, the mistakes could lead to financial loss as well as potential loss of life, depending on the service application of the product. This article provides information on the common aging mechanisms of polymeric materials and the common accelerated testing methods used to obtain relevant data that are used with the prediction models that enable service life assessment. Beginning with a discussion of what constitutes a product failure, this article then reviews four of the eight major aging mechanisms, namely environmental stress cracking, chemical degradation, creep, and fatigue, as well as the methods used in product service lifetime assessment for them. Later, several methods of service lifetime prediction that have gained industry-wide acceptance, namely the hydrostatic design basis approach, Miner's rule, the Arrhenius model, and the Paris Law for fatigue crack propagation, are discussed.

This article describes the characteristics of tubing of heat exchangers with respect to general corrosion, stress-corrosion cracking, selective leaching, and oxygen-cell attack, with examples. It illustrates the examination of failed parts of heat exchangers by using sample selection, visual examination, microscopic examination, chemical analysis, and mechanical tests. The article explains corrosion fatigue of tubing of heat exchangers caused by aggressive environment and cyclic stress. It also discusses the effects of design, welding practices, and elevated temperatures on the failures of heat exchangers.

Hot isostatic pressing (HIP) is used to eliminate porosity in castings. This article provides a history and an overview of the HIP system. It illustrates the reasons for using HIP and discusses the criteria for selecting HIP process parameters. The main mechanisms by which pores are eliminated during HIP are reviewed. The article describes the effect of HIP on the mechanical properties, shape, and structure of castings as well as the effect of inclusions on as-HIPed properties. It examines the problems encountered in HIP and their solution. The article concludes with information on the economics of HIP processing.

Power metallurgy (PM) is a process of shaping metal powders into near-net or net shape parts combined with densification or consolidation processes for the development of final material and design properties. This article introduces the general considerations, models, and applications in the modeling of PM processes. It describes the PM process in terms of powder compaction and sintering. The article schematically illustrates powder injection molding for the production of plastic parts and describes PM process models such as discrete-element model (DEM), linear continuum model, and nonlinear continuum model. It concludes with information on the application of press and sinter modeling to practical problems in PM.

This article discusses two basic forms of extrusion: cold and hot. It provides information on three types of extrusion processes, namely, direct extrusion, reverse extrusion, and hydrostatic extrusion. The article also discusses the mechanics, analysis, tooling and die design of extrusion as well as thermodynamics. The finite-element method suitable for simulation of metal forming processes is explained. The article examines the extrusion defects that are divided into three different categories including surface, subsurface, and internal type. It includes information on friction and lubrication modeling of extrusion processes. The article also discusses the fundamentals of extrusion technology of titanium alloys and aluminum. It concludes with information on two forms of wear in extrusion, namely, adhesive and abrasive wear.

This article discusses the sequence of operations for producing a foam pattern for casting. It provides information on expandable polystyrene, the most preferred material for manufacturing lost foam patterns. The article then describes the major functions of pattern molding and assembly. The types and application methods of various lost foam coatings are explained. The article also describes the investment of the foam pattern in a sand system. It concludes with a discussion on the advantages of lost foam casting and information on the formation and control of folds.