This chapter presents the following groupings of metals and alloys that are soldered together: steel and iron-base alloys, aluminum and aluminum alloys, and copper and copper alloys. It also presents the ancillary materials and process methods that assist the solder filler metal in completing the solder joint through induction heating. The chapter focuses on the selection of fluxes and the use of inert gases or even vacuum to realize an oxide-free base material surface both before and during the soldering process.

This chapter describes important aspects of the interrelationship between the workpiece and the inductor coil, an understanding of which is essential for achieving an efficient soldering process and a solder joint with the desired performance and reliability. It also discusses induction soldering machine operation parameters, including temperature measurement and control sensors. The chapter illustrates the equipment used in a fully automated induction heating system. Fully automated soldering systems include temperature monitoring devices to control the temperature-time profile, the movement of workpieces, the supply of solder filler metal and flux, and the provision of shielding gas in the solder joint area.

This chapter covers the engineering aspects of corrosion inhibitors and their effect on corrosion reactions. It explains how different metallic salts and heterocyclic compounds influence chemical reactions on metal surfaces exposed to corrosive media or environments. It describes how to evaluate inhibition efficiency through weight loss measurements, linear polarization resistance tests, electrochemical impedance spectroscopy, electrochemical noise monitoring, and surface analysis. It demonstrates the use of potentiodynamic polarization curves, Tafel extrapolations, equivalent circuit models, and various methods for characterizing corrosion damage and protective surface films. It also discusses typical applications, industry trends, and the emerging role of high-throughput experimentation, quantitative modeling, and machine learning in the development of cleaner and more effective corrosion inhibitors.

This chapter contains sample problems with worked solutions pertaining to the application of corrosion inhibitors. Correct answers require an understanding of potentiodynamic polarization scan (PDS) curves, the determination of corrosion current and inhibitor efficiency, and the development of a test plan to evaluate the long-term corrosion protection of a potential inhibitor.

This chapter focuses on the elements and functions of sand conditioning equipment which are critical to achieving good quality castings. The sand conditioning equipment include sand muller; core sand mixers; sand conveyors and bucket elevators; sand aerators; mold conveyors; shakeout units; magnetic separators; lump breakers and core crushers; screens; sand coolers; sand reclamation systems; and sand hoppers.

Molding flasks and other supplementary equipment are essential for molding complex shapes at competitive production rates and costs. This chapter addresses the design aspects of molding flasks and accessories, the features and handling accessories of molding machines, core making machines and innovations for productivity and quality, and automated core-setting aids.

Iron and steel castings require cleaning as they come out of the shakeout units to remove any burned sand and sand that may remain stuck from the mold. This chapter presents the casting cleaning operation sequence. The sequence includes shot blasting; decoring or removal of cores from castings; degating or removal of runners, gates, and feeders; and flash removal and automation. The chapter also presents the objectives of heat treatment and discusses its processes. The chapter describes product quality control. Quality checks are grouped into three categories: material checks, product checks, and functional checks.

This chapter covers the different types of wear encountered in metalworking processes. It discusses the mechanisms involved in adhesive, abrasive, chemical, and fatigue wear and key contributing factors, including the composition and structure of tool and workpiece materials, the characteristics of contact surfaces, and loading forces imposed by the process. It describes the nature of metal transfer between tool and workpiece surfaces and the role of lubricants, coatings, and textures. It also discusses the use of wear maps, the effects of adhesion, and material-lubricant interactions.

This chapter reviews the basic theory of lubrication in the context of metal forming applications. It discusses the rheological properties of fluids and their effect on fluid-film thickness at pressures, temperatures, and loading conditions typical of metal working processes. It describes the three lubrication regimes (boundary, mixed, and hydrodynamic) of a Stribeck curve and the forces that maintain surface separation. It also discusses mixed, elastohydrodynamic, plastohydrodynamic, and solid or semi-solid lubrication, the effects of starvation and frictional instabilities, and the role of elastic deflection and ultrasonic vibration.

This chapter describes the properties and attributes of various classes of metalworking lubricants, including mineral oils; natural oils, fats, derivatives, and soaps; synthetic fluids (olefins, esters, polyglycols, ionic liquids); compounded lubricants (oils, greases, fats); aqueous lubricants (emulsions, synthetics, solutions); and a wide range of coatings and carriers. It also discusses solid-film lubricants (oxide films, polymer films, layer-lattice compounds) and environmental and safety concerns.

Rolling is unique in that it cannot be conducted without friction. Friction draws the workpiece into the roll gap and facilitates its passage through the deformation zone. This chapter provides an overview of the mechanics and tribology of flat rolling processes and explains how various aspects of the theory apply to shape rolling as well. It derives numerous equations and models to help quantify the forces, torque, and power involved in rolling operations and the associated heating, slip, strain distribution, and deformation in both the workpiece and rolls. It describes the friction and wear that occur in hot and cold rolling under hydrodynamic and mixed-film lubrication; the influence of viscosity, film thickness, rolling speed, interface pressure, pass reduction, and lubricant breakdown; and the effect of surface finish and defects. The chapter also provides best practices for evaluating, applying, and treating lubricants for industrially important materials including iron-base, nickel-base, and aluminum alloys.

Drawing is a bulk deformation process that involves significant surface generation and high pressures. This chapter provides an overview of the mechanics and tribology of wire, bar, tube, and shape drawing. It presents important equations for calculating stresses, forces, friction, heat, strain, and distortion for different tooling configurations and geometries. It explains how to select and apply lubricants based on drawing speed, die design, and other factors and how to maintain sufficient film thickness for hydrodynamic, mixed, and solid-film lubrication conditions. It also discusses the use of vibrating dies, the influence of surface finish and defects, and lubrication practices for specific materials.

This chapter deals with the mechanics and tribology associated with the extrusion of bars, sections, and tubes. It covers direct and indirect extrusion processes in detail and demonstrates the use of important equations, relationships, and measurements for determining pressure, force, material flow, friction, die wear, heat generation, and lubrication requirements. The chapter also provides information on hydrostatic, friction-assisted, and severe plastic deformation extrusion processes, discusses the cause of instabilities and defects, and explains how to select and apply lubricants to minimize friction and die wear when extruding steel, aluminum, copper, and refractory metals.

Forging is a deformation process achieved through the application of compressive stresses. During the stroke, pressures and velocities are continuously changing and the initial lubricant supply must suffice for the duration of the operation. Lubricant residues and pickup products also change with time, further complicating the analysis of friction and wear. This chapter provides a qualitative and quantitative overview of the mechanics and tribology of forging in all of its forms. It discusses the effects of friction, pressures, forces, and temperature on the deformation and flow of metals in open-die, closed-die, and impression-die forging and in back extrusion and piercing operations. It presents various ways to achieve fluid-film lubrication in upset forging processes and examines the cause of barreling, defect formation, and folding in the upsetting of cylinders, rings, and slabs. It also explains how to evaluate lubricants, friction, and wear under hot, cold, and warm forging conditions and how to extend die life and reduce defects when processing different materials.

This chapter covers the mechanics and tribology of sheet metalworking processes, including shearing, bending, spinning, stretching, deep drawing, ironing, and hydroforming. It explains how to determine friction, wear, and lubrication needs based on process forces, temperatures, and strains and the effects of strain hardening on workpiece materials. It presents test methods for evaluating process tribology, describes lubrication and wear control approaches, and discusses the factors, such as surface roughness, lubricant breakdown, and adhesion, that can lead to galling and other forms of wear. It also provides best practices for selecting, evaluating, and applying lubricants for specific materials, including steels, stainless steels, and aluminum and magnesium alloys.

In contrast to most plastic deformation processes, the shape of a machined component is not uniquely defined by the tooling. Instead, it is affected by complex interactions between tool geometry, material properties, and frictional stresses and is further complicated by tool wear. This chapter covers the mechanics and tribology of metal cutting processes. It discusses the factors that influence chip formation, including tool and process geometry, cutting forces and speeds, temperature, and stress distribution. It reviews the causes and effects of tool wear and explains how to predict and extend the life of cutting tools based on the material of construction, the use of cutting fluids, and the means of lubrication. It presents various methods for evaluating workpiece materials, chip formation, wear, and surface finish in cutting processes such as turning, milling, and drilling. It also discusses the mechanics and tribology of surface grinding and other forms of abrasive machining.