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.

This article describes concepts and tools that can be used by the failure analyst to understand and address deformation, cracking, or fracture after a stress-related failure has occurred. Issues related to the determination and use of stress are detailed. Stress is defined, and a procedure to deal with stress by determining maximum values through stress transformation is described. The article provides the stress analysis equations of typical component geometries and discusses some of the implications of the stress analysis relative to failure in components. It focuses on linear elastic fracture mechanics analysis, with some mention of elastic-plastic fracture mechanics analysis. The article describes the probabilistic aspects of fatigue and fracture. Information on crack-growth simulation of the material is also provided.

This article reviews the various types of mechanical testing methods, including hardness testing; tension testing; compression testing; dynamic fracture testing; fracture toughness testing; fatigue life testing; fatigue crack growth testing; and creep, stress-rupture, and stress-relaxation testing. Shear testing, torsion testing, and formability testing are also discussed. The discussion of tension testing includes information about stress-strain curves and the properties described by them.

This article discusses the advantages, disadvantages, applications, and selection criteria of various technologies and transduction modalities that can generate and detect ultrasonic waves. These include piezoelectric transducers, electromagnetic acoustic transducers (EMATs), laser ultrasound phased array transducers, magnetostriction transducers, and couplants. The article discusses four basic types of search units with piezoelectric transducers. These include the straight-beam contact type, the angle-beam contact type, the dual-element contact type, and the immersion type. The article concludes with information on immersion or contact type focused search units.

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.

Engineering component and structure failures manifest through many mechanisms but are most often associated with fracture in one or more forms. This article introduces the subject of fractography and aspects of how it is used in failure analysis. The basic types of fracture processes (ductile, brittle, fatigue, and creep) are described briefly, principally in terms of fracture appearances. A description of the surface, structure, and behavior of each fracture process is also included. The article provides a framework from which a prospective analyst can begin to study the fracture of a component of interest in a failure investigation. Details on the mechanisms of deformation, brittle transgranular fracture, intergranular fracture, fatigue fracture, and environmentally affected fracture are also provided.

Of the various thermal processing methods for steel, heat treating has the greatest overall impact on control of residual stress and on dimensional control. This article provides an overview of the effects of material- and process-related parameters on the various types of failures observed during and after heat treating of quenched and tempered steels. It describes phase transformations of steels during heating, cooling of steel with and without metallurgical transformation, and the formation of high-temperature transformation products on the surface of a carburized part. The article illustrates the use of carbon restoration on decarburized spring steels. Different geometric models for carbide formation are shown schematically. The article also describes the different microstructural features such as grain size, microcracks, microsegregation, and banding.

X-ray diffraction (XRD) residual-stress analysis is an essential tool for failure analysis. This article focuses primarily on what the analyst should know about applying XRD residual-stress measurement techniques to failure analysis. Discussions are extended to the description of ways in which XRD can be applied to the characterization of residual stresses in a component or assembly and to the subsequent evaluation of corrective actions that alter the residual-stress state of a component for the purposes of preventing, minimizing, or eradicating the contribution of residual stress to premature failures. The article presents a practical approach to sample selection and specimen preparation, measurement location selection, and measurement depth selection; measurement validation is outlined as well. A number of case studies and examples are cited. The article also briefly summarizes the theory of XRD analysis and describes advances in equipment capability.

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.

This article provides a summary of the overall development of the finite element method (FEM) and its contribution to the materials forming industry. It presents an overview of FEM methodologies and applications in the order of their usage in typical manufacturing (bulk forming process) process sequence: primary materials processing, hot forging and cold forming, and product assembly. The article discusses the material fracture and dies stress analysis and presents the optimization techniques used in 2-D and 3-D preform die design.

This article discusses the classifications, compositions, properties, advantages, disadvantages, limitations, and applications of the most commonly used methods for surface engineering of carbon and alloy steels. These include cleaning methods, finishing methods, conversion coatings, hot-dip coating processes, electrogalvanizing, electroplating, metal cladding, organic coatings, zinc-rich coatings, porcelain enameling, thermal spraying, hardfacing, vapor-deposited coatings, surface modification, and surface hardening via heat treatment.

Porcelain enamels are glass coatings applied primarily to products or parts made of sheet steel, cast iron, and aluminum to improve appearance and to protect the metal surface. This article describes the types of porcelain enamels, and details enamel frits for these materials. It provides a list of steels suitable for porcelain enameling and discusses the most important factors considered in the selection of steel for porcelain enameling. The article briefly presents the preparation methods of these materials for porcelain enameling and covers the methods, and furnaces of porcelain enameling. It examines the role of coating thickness, firing time and temperature, metal substrate, and color on the performance of enameled surfaces. The article concludes with a discussion on the properties of enameled surfaces, factors considered in process control, and test procedures for evaluating the quality of enameled surfaces.

Many applications of ceramics and glasses require them to be joined to each other or to other materials such as metals. This article focuses on ceramic joining technologies, including glass-metal sealing, glass-ceramic/metal joining, ceramic-metal joining, ceramic-ceramic joining, and the more advanced joining of nonoxide ceramics. It also discusses metallizing, brazing, diffusion bonding, and chemical bonding.

This article provides information on the various stages of quenching, sources of distortion, and factors that affect the creation of thermal gradients. It reviews the various determinations of heat-transfer coefficients by the thermal conductivity and diffusivity method, analytical and empirical methods, application of cooling curves, computational fluid dynamics, and the inverse conduction calculation and measurement of parts. Suitable examples are also provided.

Furnaces are one of the most versatile types of industrial appliances that span many different areas of use. This article discusses the classification of various furnaces used in heat treating based on the mode of operation (batch-type furnaces and continuous-type furnaces), application, heating method, mode of heat transfer, type of materials handling system, and mode of waste heat recovery (recuperation and regeneration). It provides information on uniform temperature distribution, the general requirements and selection criteria for insulation materials, as well as the basic safety requirements of these furnaces.