This article addresses dies and die materials used for hot forging in vertical presses, hammers, and horizontal forging machines (upsetters). It reviews the properties of die materials for hot forging, including good hardenability, resistance to wear, plastic deformation, thermal fatigue, and mechanical fatigue. The article describes heat treating practices commonly employed for chromium- and tungsten-base AISI hot-work tool steels. It discusses the fabrication of impression dies, and the advantages and disadvantages of cast dies. The article concludes with a discussion on the factors that affect die life and safety precautions to be considered during die construction.

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.

For forming processes, optimization goals range from tuning the process parameters while keeping geometry unchanged to finding optimal geometry for intermediate dies in a multistage forming operation. This article commences with a description on the three salient steps of optimization procedures: defining the objective function, calculating the objective function, and searching an optimum design. It concludes with an example illustrating the optimization of conical-die extrusion.

Flame hardening is a heat treating process in which a thin surface shell of a steel part is heated rapidly to a temperature above the critical temperatures of the steel. The versatility of flame-hardening equipment and the wide range of heating conditions obtainable with gas burners, often permit flame hardening to be done by a variety of methods. These include the spot or stationary method, progressive method, spinning method, and the combination progressive-spinning method. This article provides information on fuel gases used in flame hardening and their selection criteria for specific applications. It also discusses operating procedures and control requirements for flame hardening of steel.

Thread rolling is a cold-forming process for producing threads or other helical or annular forms by rolling the impression of hardened steel dies into the surface of a cylindrical or conical blank. Methods that use cylindrical dies are classified as radial infeed, tangential feed, through feed, planetary, and internal. This article focuses on the capabilities, limitations, and machines used for these methods. It describes the three characteristics, such as rollability, flaking, and seaming, used in evaluating and selecting metals for thread rolling. The article explores the factors affecting die life and explains the effect of thread form on processing. It provides information on various fluids used in thread rolling to cool the dies and the work and to improve the finish on the rolled products. The article provides a comparison between thread rolling and cutting, as well as between thread rolling and grinding.

Rotary swaging is an incremental metalworking process for reducing the cross-sectional area or otherwise changing the shape of bars, tubes, or wires by repeated radial blows with two or more dies. This article discusses the applicability of swaging and metal flow during swaging. It describes the types of rotary swaging machines, auxiliary tools, and swaging dies used for rotary swaging and the procedure for determining the side clearance in swaging dies. The article presents an overview of automated swaging machines and tube swaging, with and without a mandrel. It analyzes the effect of reduction, feed rate, die taper angle, surface contaminants, lubrication, and material response on swaging operation. The article discusses the applications for which swaging is the best method for producing a given shape, and compares swaging with alternative processes. It concludes with a discussion on special applications of swagging.

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 describes die wear and failure mechanisms, including thermal fatigue, abrasive wear, and plastic deformation. It summarizes the important attributes required for dies and the properties of the various die materials that make them suitable for particular applications. Recommendations on the selection of the materials for hot forging, hot extrusion, cold heading, and cold extrusion are presented. The article discusses the methods of characterizing abrasive wear and factors affecting abrasive wear. It discusses various die coatings and surface treatments used to extend the lives of dies: alloying surface treatments, micropeening, and electroplating.

This article reviews the methods of machining and finishing forging dies. It illustrates different stages in die manufacturing. The article provides a brief description on requirements and characteristics of high-speed machining tools, including feed rates, spindle speed, surface cutting speeds, and high acceleration and deceleration capabilities. It discusses electrodischarge machining process and electrochemical machining process. The article concludes with information on die-making methods.

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.

Cold heading is typically a high-speed process where a blank is progressively moved through a multi-station machine. This article discusses various cold heading process parameters, such as upset length ratio, upset diameter ratio, upset strain, and process sequence design. It describes the various components of a cold-heading machine and the tools used in the cold heading process. These include headers, transfer headers, bolt makers, nut formers, and parts formers. The article explains the operations required for preparing stock for cold heading, including heat treating, drawing to size, machining, descaling, cutting to length, and lubricating. It lists the advantages of the cold heading over machining. Materials selection criteria for dies and punches in cold heading are also described. The article provides examples that demonstrate tolerance capabilities and show dimensional variations obtained in production runs of specific cold-headed products. It concludes with a discussion on the applications of warm heading.

In terms of the design of a forging, flash is an excess or surplus of metal that is trimmed or otherwise removed after forging operations are completed. This article discusses flash components and the functions of flash. It describes a series of conventional and unconventional flash designs and design adjustments, covering several forging processes and configurations. The article concludes with information on the checklists for the convenience of both designers of forgings and designers of forging dies and contiguous flash.

The drawing process, one of the oldest metal forming operations, allows excellent surface finishes and closely controlled dimensions to be obtained in long products that have constant cross sections. This article discusses the basic mechanics and preparation steps of drawing. It presents an overview of the processes, equipment, dies and die materials, and lubrication associated with drawing of rod, wire, bar, and tube. The article also provides a discussion on the design considerations and manufacturing of commercial superconducting multifilamentary conductors.

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 is an atlas of fractographs that helps in understanding the causes and mechanisms of fracture of tool steels and in identifying and interpreting the morphology of fracture surfaces. The fractographs illustrate the low-cycle and high-cycle fatigue fractures, tension-overload fractures, impact fractures, microstructure, quench cracking, brittle-in-service failure, hydrogen embrittlement, stress-corrosion cracking, and grain-boundary cracking of tool steel components. These components include diesel engine injector plungers, rivet-heading tools, circular saw blades, and open-header dies.

Hot extrusion is a process in which wrought parts are formed by forcing a heated billet through a shaped die opening. This article discusses nonlubricated and lubricated hot extrusion. The two nonlubricated hot extrusion methods are forward or direct extrusion and backward or indirect extrusion. The article illustrates the significance of extrusion speeds and temperatures in hot extrusion. It describes the basic types of presses used in the hot extrusion of metals. The article provides information on the characterization of extruded shapes and explains the operating parameters, including extrusion velocity, amount of pressure required, and type of lubricant, for successful and efficient hot extrusion. The article concludes with a discussion on applications and design methodology that provides insight into CAD/CAM of extrusion dies.

This article discusses the mechanics, surface preparation and principles of metal forming operations such as drawing, bending (draw bending, compression bending, roll bending, and stretch bending), spinning, and straightening of bars, tubes, wires, rods and structural shapes. The article also discusses the machines and tools, including dies and mandrels, and lubricants used for these metal forming operations.

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 provides an overview of the capabilities of closed-die forging. One of the most important aspects of closed-die forging is proper design of preforming operations and of blocker dies to achieve adequate metal distribution. The article describes the effects of friction and lubrication in forging. It discusses the types of closed-die forgings, namely, blocker-type, conventional, and close-tolerance. The article illustrates the classification of forging shapes and explains how to predict the forging pressure and the control of die temperature during closed-die forging. It explains the use of heating equipment for closed-die forging and tabulates the maximum safe forging temperatures for carbon and alloy steels. The article concludes with a discussion on a trimming method used for closed-die forgings.

Coining is a closed-die forging operation in which all surfaces of the workpiece are confined or restrained, resulting in a well-defined imprint of the die on the workpiece. This article focuses on the coining equipment (hammers and presses), lubricants, and general and special die materials used in the coining process. It discusses the coinability of metals such as steels, copper, and composite metals. The article describes the control of dimensions, surface finishes, and weight of coined items. It concludes with a discussion on processing problems and solutions.