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 contains nine tables that present useful formulas for deformation analysis and workability testing. The tables present formulas for effective stress, strain, and strain rate in arbitrary coordinates, principal, compression and tension testing of isotropic material. The article also provides formulas for flat rolling, conical-die extrusion, wire drawing, deep drawing of cups from sheet metal, and bending, and formulas for anisotropic sheet materials.

This article presents formulas for calculating the following: effective stress, strain, and strain rate (isotropic material) in arbitrary coordinates and in principal coordinates; compression testing, tension testing, and torsion testing of isotropic material; and Barlat's anisotropic yield function Yld2000-2d for plane-stress deformation of sheet material. It also contains formulas related to flat (sheet) rolling, conical-die extrusion, wire drawing, bending, and deep drawing of cups from sheet metal.

This article discusses the equipment design, procedures, experimental considerations, and interpretation of the torsion tests used to establish workability. It describes the application of torsion testing to obtain flow-stress data and to gage fracture-controlled workability and flow-localization-controlled failure. The article discusses the torsion test used to establish the processing parameters that are required to produce the desired microstructures.

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 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 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.

A cylindrical specimen compressed with friction at the die surfaces does not remain cylindrical in shape but becomes bulged or barreled. Tensile stresses associated with the bulging surface make the upset test a candidate for workability testing. This article discusses test-specimen geometry and friction conditions; strain measurements; crack detection; and material inhomogeneities, which are to be considered for performing cold upset testing. It describes test characteristics in terms of deformation, free-surface strains, and stress states for performing cylindrical compression tests. The article illustrates the fracture loci in cylindrical, tapered, and flanged upset-test specimens of aluminum alloy and type 1045 cold-finished steel.

Workability is the ability of the workpiece metal to undergo extrusion or drawing without fracture or defect development. This article describes the limits of workability in extrusion and drawing in terms of fracture and flaw development and presents some comments on fracture mechanisms. It discusses the empirical projections of absolute workability from various mechanical tests. The article concludes with a discussion on extrusion and drawing process design implications.

This article provides the definitions of stress and strain, and describes the relationship between stress and strain by stress-strain curves and true-stress/true-strain curves. The emphasis is on understanding the factors that determine the extent of deformation a metal can withstand before cracking or fracture occurs. The article reviews the process variables that influence the degree of workability and summarizes the mathematical relationships that describe the occurrence of room-temperature ductile fracture under workability conditions. It discusses the most common situations encountered in multiaxial stress states. The construction of a processing map based on deformation mechanisms is also discussed.

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 key factors that influence the selection of engineered materials for a particular application. Materials properties such as ultimate tensile strength, yield strength, hardness, and ductility, which chiefly define the performance or functional characteristics, are covered. This is followed by manufacturing process considerations such as material factors, shape factors, process factors, and the characteristics of fabricability, namely formability, workability, castability, machinability, and weldability.

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 describes the use of compression tests, namely, cylindrical compression, ring compression, and plane-strain compression tests at elevated temperatures. It discusses the effects of the temperature, strain rate, and deformation heating on metals during the cylindrical compression test, with the help of flow curves. The article illustrates the testing apparatus used in the cylindrical compression test. It describes the issues regarding friction and temperature, and strain-rate control with proper test equipment and experimental planning during the ring compression test and plane-strain compression test. The article also reviews the testing conditions, procedures, and advantages of hot plane-strain compression test.

Forming processes can be divided into three major categories: bulk forming, sheet-metal forming, and semisolid forming and polymer extrusion. This article introduces each process category with a description of the constitutive models. It outlines the required properties for process modeling and describes the test methods for determining these properties. The article discusses several compression tests used to determine stress-strain curves for bulk forming and tensile tests used to obtain stress-strain curves for sheet-metal forming. The article concludes with information on the measurement of viscosity of semisolid alloy materials by using three types of viscometers: the coaxial cylinder viscometer, the cone-and-plate viscometer, and the capillary viscometer.

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.

The selection of the best material for a particular design is intimately associated with the decisions of how to process the material or manufacture a part. This article describes the basic characteristics of manufacturing processes such as material factors, shape factors, and process factors. The influence of materials on the manufacturing cost is described with a specific example. The article discusses the design for manufacturability to minimize the total number of parts, use readily processed materials, and eliminate machining and finishing operations. It reviews the factors influencing the selection of a material for production, including material composition, heat-treated condition, surface finish, and cost of material. The article describes the material characteristics, such as terms formability, workability, castability, machinability, and weldability, that aid or hinder the production of a part without defects.