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.

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 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.

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.

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 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.

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.

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.

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.

This article summarizes the types of hot working simulation tests such as hot tension, compression, and torsion testing used in the assessment of workability. It illustrates the use of hot torsion testing for the optimization of hot working processes. The article concludes with information on some hot torsion application examples.

Several methods are developed for the numerical solution of partial differential equations, namely, meshed-solution methods such as the finite-element method (FEM), finite-difference method, and boundary-element method; and numerical algorithms consisting of so-called meshed-solution methods. This article introduces the methods of so-called meshed solutions, with an emphasis on the FEM. It presents some basic differential equations that are used to model the responses of structures, components, processes, or systems with emphasis on continuum mechanics. The article provides an outline on the mathematical principles of solving differential equations. It also reviews linear structural problems to illustrate the concept of the FEMs.

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.

This article describes the presses, transportation equipment, and manufacturing processes associated with cogging. It discusses the practical and metallurgical issues encountered during the conversion of ingot to billet. The article explains the use of numerical modeling as part of the continuing efforts to reduce the cost and time associated with developing new cogging sequences, increase the yield, make the processes more robust, and increase the quality of the produced product.

Compression tests are used for subscale testing and characterizing the mechanical behavior of anisotropic materials. This article discusses the characteristics of deformation during axial compression testing, including deformation modes, compressive properties, and compression-test deformation mechanics. It describes the procedures for the use of compression testing for the measurement of the deformation and fracture properties of materials. The article provides a detailed discussion on the technique involved in determining the stress-strain behavior of metallic materials based on the ASTM E 9, "Compression Testing of Metallic Materials at Room Temperature." It also reviews the factors that influence the generation of test data for tests conducted in accordance with the ASTM E 9 and the capabilities of conventional universal testing machines for compression testing.

This article reviews the general aspects of microstructure evolution during thermomechanical processing. The effect of thermomechanical processing on microstructure evolution is summarized to provide insight into the aspect of process design. The article provides information on hot working and key processes that control microstructure evolution: dynamic recovery, static recovery, recrystallization, and grain growth. Some of the key phenomenological descriptions of plastic flow and microstructure evolution are also summarized. The article concludes with a discussion on the modeling of microstructure evolution.

Powder forging is an extension of the conventional press and sinter powder metallurgy process, which is recognized as an effective technology for producing a variety of parts to net or near-net shape. This article focuses on the material considerations, such as powder characteristics, alloy development, and inclusion assessment; and process considerations, such as process stages, tool design, and secondary operations; of ferrous alloy powder forging. The mechanical properties of powder forged materials are also reviewed. The article discusses the quality assurance tests for powder forged materials: the part dimensions and surface finish measurement, magnetic particle inspection, metallographic analysis, and nondestructive testing. It concludes with a discussion on the applications of powder forged parts with examples.

Torsion tests can be carried out on most materials, using standard specimens, to determine mechanical properties such as modulus of elasticity in shear, yield shear strength, ultimate shear strength, modulus of rupture in shear, and ductility. This article discusses the torsional deformation of prismatic bars of circular cross-section and torsional response of prismatic bars of noncircular cross-section. It analyzes the elastic deformation, plastic deformation, and the effect of strain rate on plastic deformation. The article describes the theory of anisotropy in plastic torsion and the various components of a torsion testing machine. These include drive system, test section, torque and rotational displacement transducers, and rigid frame.

When a heat of steel is melted and refined, it is necessary to solidify it into useful forms for further processing or final use. Ingot casting remains the preferred method for certain specialty, tool, forging, and remelted steels. This article discusses the methods, equipment, and theory for pouring, solidifying, and stripping steel ingots. It describes two basic types of pouring methods, top pouring and bottom pouring, and provides information on equipment such as hot tops, ingot molds, and stools. The design of the ingot is dictated by the application and type of steel involved. The article concludes with information on the applications of solidification simulation.

The primary objectives of the rolling process are to reduce the cross section of the incoming material while improving its properties and to obtain the desired section at the exit from the rolls. This article illustrates a rolling sequence for the fabrication of bars, shapes, and flat products from blooms, billets, and slabs. It describes two methods for shapes or sections: universal rolling and caliber rolling. The article provides information on two-high mills and three-high mills. Specialty mills for thin sheets, namely, the Sendzimir mill and planetary mill, are discussed. The article analyzes the components of a computer controlled system for high-speed mills. Steels and nonferrous materials are also discussed. The article concludes with information on the defects in flat, bar, or shaped products due to heating and rolling practices.