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.

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 discusses the bulk formability or workability of steels. It describes their formability characteristics and presents procedures for various formability tests used for carbon and alloy steels. Tests for bulk formability can be divided into two main categories: primary tests and specialized tests. The article compares the processing of microalloyed plate and bar products. The article focuses on the use of torsion testing to evaluate the forgeability of carbon and alloy steels and presents information on measuring flow stress. The article discusses the metallurgy and thermomechanical processing of high-strength low-alloy (microalloyed) steels and the various parts of the rolling operation. The article summarizes some of the common tests for determining formability in open-die and closed-die forgings.

This article presents the structural attributes and internal characteristics of spot welds as well as the commonly inspected imperfections in resistance welds. It describes the industrial requirements for weld quality. Commonly performed destructive evaluations, namely, manual testing, quasi-static mechanical tests, dynamic mechanical tests, and metallographic examination, are reviewed. The article reviews weld-quality monitoring using various process signals and provides a discussion on the on-line and off-line nondestructive evaluation methods of spot weld quality.

Hardness testing is perhaps the simplest and the least expensive method of mechanically characterizing a material. This article provides an overview of the principles of hardness testing. It compares Brinell with Meyer hardness testing and hardness testing of fully cold worked metals with fully annealed metals. The article discusses the plastic deformation of ideal plastic metals under an indenter, by a flat punch, and by spherical indenters. The classification of the hardness tests using various criteria, including type of measurement, magnitude of indentation load, and nature of the test, is also provided.

This article focuses on the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. It informs that workability depends on the local conditions of stress, strain, strain rate, and temperature in combination with material factors. The article discusses the common testing techniques and process variables for workability prediction. It illustrates the simple and most widely used fracture criterion proposed by Cockcroft and Latham and provides a workability analysis using the fracture limit line. The article describes various workability tests, such as the tension test, ring compression test, plane-strain compression test, bend test, indentation test, and forgeability test. It concludes with information on the role of the finite-element modeling software used in workability analysis.

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 presents the damage tolerance criteria for military composite aircraft structures to safely operate the structures with initial defects or in-service damage. It describes the effects of defects, such as wrinkles in aircraft structures, and the reduction in compressive strength and tensile strength. The article reviews low velocity impacts in aircraft structures in terms of resin toughness, laminate thickness, specimen size and impactor mass, and post-impact fatigue. It explains the tension strength analysis, such as linear elastic fracture mechanics and R-curve methods, to predict the residual strength of the structures.

Catastrophic failure best typifies the characteristic behavior of brittle solids in the presence of cracks or crack-like flaws under ambient conditions. This article provides a description of the concepts of fracture mechanics of brittle solids and focuses on the various testing methods developed to characterize the fracture behavior of brittle solids with examples. These include the fracture toughness test method and R-curve test method at ambient and elevated temperatures. The article also includes information on the evaluation of fracture-toughness test results and the behavior of R-curve.

This article introduces the concepts of linear-elastic fracture mechanics (LEFM) and elastic-plastic fracture mechanics (EPFM). It reviews the fracture mechanics of ceramics and ceramic matrix composites (CMCs). The article describes some fracture toughness measurement techniques used on ceramics and CMCs: single edge notch bending, compact tension, double cantilever beam testing, chevron notch methods, and double torsion. It presents descriptions organized by their specimen types, and includes the advantages and disadvantages, as well as the experimental control schemes employed for each specimen type.

This article describes the principal methods for macroindentation hardness testing by the Brinell, Vickers, and Rockwell methods. For each method, the test types and indenters, scale limitations, testing machines, calibration, indenter selection and geometry, load selection and impression size, testing methodology, and testing of specific materials are also discussed.

This article describes a method for determining the dynamic indentation response of metals and ceramics. This method, based on split Hopkinson pressure bar testing, can determine rate-dependent characteristics of metals and ceramics at moderate strain rates. For example, dynamic indentation testing reveals a significant effect of loading rates on the hardness and the induced plastic zone size in metals and on the hardness and induced crack sizes of brittle materials. The article also explains the rebound and pendulum methods for dynamic hardness testing.

This article reviews the factors that have a significant effect on the selection and interpretation of results of different hardness tests, namely, Brinell, Rockwell, Vickers, and Knoop tests. The factors concerned include hardness level (and scale limitations), specimen thickness, size and shape of the workpiece, specimen surface flatness and surface condition, and indent location. The article focuses on the selection for specific types of materials, such as steels, cast irons, nonferrous alloys, and plastics, and industrial applications, of hardness tests.

This article provides a detailed discussion on nanoindentation hardness, high-strain-rate behavior and strain-rate sensitivity, and corrosion response of additively manufactured (AM) metals. It summarizes the most commonly used AM alloys for applications in harsh environments and their respective corrosion responses in various service environments. It also provides several case studies on location-dependent properties, microstructural evolution, and indentation strain-rate sensitivity of various additively manufactured alloys.

This article discusses the standard test methods that can be applied to many types of welds: tension, bending, impact, and toughness testing. It provides information on four qualification stages, namely, the weld material qualification, base material qualification, the weld procedure qualification, and the weld service assessment. The article describes two general types of measurements for residual stress in welds: locally destructive techniques and nondestructive techniques. Locally destructive techniques include hole drilling, chip machining, and block sectioning. Nondestructive techniques include X-ray diffraction, neutron diffraction, Barkhausen noise analysis, and ultrasonic propagation analysis. The article concludes with an overview of weldability testing.

This article describes the two commonly used standardized tests for determining the mechanical properties of thermal spray coatings: hardness testing and tensile adhesion testing. It discusses the destructive and non-destructive methods of residual-stress measurement. Electrochemical testing methodologies include two distinctly different methods: direct and alternating current impedance techniques for assessing the corrosion resistance of coating attributes. The article also reviews the testing methods for determining thermomechanical and environmental stability of thermal barrier coatings. It discusses the wear testing methodologies that are standardized by ASTM, including the pin-on-disk, block-on-ring, dry sand/rubber wheel, erosion, metallographic apparatus abrasion, fretting wear, cavitation, reciprocating ball-on-flat, impact, and rolling contact fatigue test. The article concludes with a discussion on the methods of testing abradability and erosion resistance in abradable coatings.

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.