This chapter examines the surface interactions that occur during metal forming operations at both the macroscopic and microscopic scale. It describes the measurement and characterization of surface profiles based on form error, waviness, and roughness. It explains how workpiece surfaces become rougher or smoother due to the effects of deformation, tooling interactions, and lubricant film thickness. It familiarizes readers with the concept of nominal contact, the role of asperities, and the effects of interface pressure, plasticity index, shear stress, and bulk strain rate. It also reviews the two basic friction rules applicable to metal forming and presents advanced friction models that account for the transition between Coulomb and Tresca behavior and the effects of lubrication.

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.

This chapter describes sheet metal forming operations, including cutting, blanking, piercing, and bending as well as deep drawing, spinning, press-brake and stretch forming, fluid forming, and drop hammer and electromagnetic forming. It also discusses the selection and use of die materials and lubricants along with superplastic forming techniques.

This chapter describes the processes, applications, and limitations of forming and shaping various materials. It discusses bulk forming, hot working, cold working, sheet forming, and polymer and powder processing.

This chapter provides an introduction to metal forming processes and where they fit among the five general areas of manufacturing. It also discusses the basic differences between bulk deformation and sheet-metal forming processes and how they relate to hybrid forming processes such as drawing, bending, and coining.

This chapter provides a concise, design-oriented summary of more than 30 sheet forming processes within the categories of bending and flanging, stretch forming, deep drawing, blank preparation, and incremental and hybrid forming. Each summary includes a description and diagram of the process and a bullet-point list identifying relevant equipment, materials, variations, and applications. The chapter also discusses critical process variables, interactions, and components and the classification of sheet metal parts based on geometry.

This chapter discusses the factors that influence the load-deformation relationship at the heart of most metal forming operations. It describes the changes that occur in tensile test samples and the various ways test data can be plotted and analyzed, particularly for design purposes. It discusses the effect of normal and planar anisotropy, the development and use of flow stress curves, and how formability is usually measured and expressed. It explains how formability measurements serve as a guide for process and tool design engineers as well as others. It also discusses the development and use of forming limit curves and the extensive amount of information they provide.

The design and optimization of sheet metal forming operations is aided by tools and techniques that have been developed and refined over several decades. This chapter covers many of these methods and practices and explains where and how they are used. It begins by showing how the stress state at any point in a material can be expressed in different ways for different purposes. It then compares and contrasts some of the more widely used yield criteria and demonstrates the use of flow rules. It also explains how to calculate power, energy, and effective strain and strain rate and how hardening laws are used to predict strain-hardening behaviors.

This chapter describes the formability and forming characteristics of low-carbon sheet steels, coated sheet steels, stainless steels, and aluminum and magnesium alloys. It provides property data as well as flow stress curves for numerous grades of each material and explains how composition, microstructure, and processing methods influence forming behaviors.

This chapter discusses the factors that must be considered when selecting a lubricant for sheet metal forming operations. It begins with a review of lubrication regimes and friction models. It then describes the selection and use of sheet metal forming lubricants, explaining how they are applied and removed and how their pressure and temperature ranges can be extended by performance enhancing additives. The chapter also explains how sheet metal forming lubricants are evaluated in the laboratory as well as on the production floor and how tribological tests are conducted to simulate stamping, deep drawing, ironing, and blanking operations.

This chapter provides a detailed analysis of the deep drawing process. It begins by explaining that different areas of the workpiece are subjected to different types of forces and loads, equating to five deformation zones. After describing the various zones, it discusses the effect of key process parameters including the draw ratio, material properties, geometry, interface conditions, equipment operating speed, and tooling. It then walks through the steps involved in predicting stress, strain, and punch force using the slab method and finite element analysis and presents the results of simulations conducted to assess the influence of blank diameter, thickness, and holding force as well as strain-hardening and strength coefficients. It also discusses the cause of defects in deep drawn rectangular cups and presents the case study of a deep drawn rectangular cup made from an aluminum blank.

This chapter discusses the design and application of sheet forming presses. The discussion covers critical variables and design parameters, key components, basic machine configurations, and energy and load requirements. The chapter also discusses time-dependent characteristics, dimensional accuracy, and stiffness as well as die change procedures.

The load-displacement capabilities of a mechanical press are determined largely by the design of its drive mechanism or, more precisely, the linkage through which the drive motor connects to the slide. This chapter discusses the primary types of linkages used and their effect on force, velocity, and stroke profiles. It begins by describing the simplest drive configuration, a crankshaft that connects directly to the slide, and a variation of it that uses eccentric gears to alter the stroke profile. It then discusses the effect of adding a fixed link, knuckle joint, or toggle to the slider-crank mechanism and how gear ratios, component arrangements, and other design parameters affect slide motion. The chapter also explains how to assess load and energy requirements, time-dependent characteristics, and dimensional accuracy and discusses overload protection, shutheight adjustment, and slide counterbalancing as well.

This chapter discusses the design and operation of electromechanical servo-drive presses. It begins by comparing the operating flexibility of servo-press drives with that of their conventional counterparts. It then explains the difference between direct-drive and belt and screw-driven servo presses and describes some of the innovations and improvements made possible with high-torque servo motors. The chapter provides examples of how servo presses are used in blanking, warm forming, and other applications and compares the operating characteristics of two 1100-ton presses, one driven by servo motors, the other by a mechanical crank.

This chapter discusses the design and operation of hydraulic presses. It begins by describing the role of each major component in a hydraulic system. It then explains the difference between pump-driven and accumulator-driven presses and the types of applications for which are suited. The chapter goes on to describe the load, energy, and time-dependent characteristics of hydraulic presses and the factors that determine accuracy. It also explains how hydraulic presses are used for deep drawing, fine blanking, and hydroforming as well as warm forming and hot stamping operations.

This chapter describes the various types of cushion systems used in forming presses and their effect on part quality. It begins with a review of the deep drawing process, explaining that wrinkling, tearing, and fracture are the result of excess or insufficient material flow, which can be prevented by maintaining the correct amount of holding force on the periphery of the blank. It then describes how blank holding force is generated in double-action presses and the extent to which displacement profiles can be adjusted on both the inner and outer slides. The discussion then turns to single-action presses that incorporate some type of cushion system. The chapters describes the many ways that cushion systems are implemented in forming presses and the force and displacement characteristics achievable with each method. It also explains how multipoint cushion systems are designed and how they facilitate uniform metal flow into the die cavity of large deep-drawn parts.

This appendix is a glossary of terms and definitions associated with sheet metal forming.