This chapter presents a qualitative and quantitative overview of the stresses, strains, forces, and energy associated with metalworking processes and the tribological behavior of metals. It covers key concepts necessary for understanding metalworking tribology, including plastic deformation, yield criteria, flow strength, and the application of flow rules. It explains how to calculate the work involved in deformation processes, how to assess the propensity for fracture, how to determine temperature rise and strain distribution in the workpiece, and how to classify metalworking processes based on related tribology.

This chapter summarizes the progress that has been made in the study of high-entropy alloy (HEA) systems and the process-structure-property relationships that define them. It describes the various ways HEAs can be strengthened and explains how alloying elements influence tensile and yield strength, fracture toughness, and fracture strength. It discusses the stages of plastic deformation in HEAs and the role of dislocations and twinning in the evolution of microstructure. It reviews some of the work that has been done on fatigue behaviors and the methods developed to assess fatigue performance. It discusses the influence of defects on fatigue life, the effect of temperature and grain size on fatigue-crack propagation, and the role of nanotwinning in crack-growth retardation. It describes the methods used to produce HEAs in bulk and powder form and to apply them as protective coatings and films. It also identifies potential applications based on properties such as strength, hardness, density, wear resistance, high-temperature stability, and biocompatibility.

Product design requires an understanding of the mechanical properties of materials, much of which is based on tensile testing. This chapter describes how tensile tests are conducted and how to extract useful information from measurement data. It begins with a review of the different types of test equipment used and how they compare in terms of loading force, displacement rate, accuracy, and allowable sample sizes. It then discusses the various ways tensile measurements are plotted and presents examples of each method. It examines a typical load-displacement curve as well as engineering and true stress-strain curves, calling attention to certain points and features and what they reveal about the test sample and, in some cases, the cause of the behavior observed. It explains, for example, why some materials exhibit discontinuous yielding while others do not, and in such cases, how to determine when yielding begins. It also explains how to determine other properties via tensile tests, including ductility, toughness, and modulus of resilience.

This appendix provides readers with worked solutions to 25 problems involving calculations associated with tensile testing and the determination of mechanical properties and variables. The problems deal with engineering factors and considerations such as stress and strain, loading force, sample lengthening, and machine stiffness, and with mechanical properties and parameters such as elastic modulus, Young’s modulus, strength coefficient, strain-hardening exponent, and modulus of resilience. They also cover a wide range of materials including various grades of aluminum and steel as well as iron, titanium, brass, and copper alloys.

With cold work, mechanical strength (measured either by yield strength or ultimate tensile strength) increases and ductility (measured by elongation, reduction of area, or fracture toughness) normally decreases. This chapter discusses the mechanisms that produce these changes and the factors that influence them. It explains how cold working increases dislocation density and how that affects the stress-strain characteristics of steel, particularly the onset of deformation. It describes the effects of deformation on ferrite, austenite, cementite, and pearlite, and how to optimize their microstructure for various applications through controlled deformation. It also provides information on subcritical annealing, the examination and control of texture, the use of optical microscopy to monitor the effects of recrystallization, and the effect of cold working on threaded fasteners, nails, and filaments used to manufacture cords.

This chapter discusses the stress-strain response of ferritic microstructures and its influence on tensile deformation, strain hardening, and ductile fracture of carbon steels. It describes the ductile-to-brittle transition that occurs in bcc ferrite, the effects of aging and grain size on strength and toughness, continuous and discontinuous yielding behaviors, and dispersion and solid-solution strengthening processes.

This chapter focuses on some of the facts of mechanical properties of metals that must be understood to successfully undertake the task of failure analysis. The discussion begins by describing the causes and effects of elastic and plastic deformation followed by a section describing the effects of temperature variations on mechanical properties, both in tension and in compression. The nonlinear behavior of gray cast iron caused by the graphite flakes is then described. Finally, the effect of stress concentrations on high-strength metals is considered.

Fracture mechanics is a well-developed quantitative approach to the study of failures. This chapter discusses fracture toughness and fracture mechanics, linear-elastic fracture mechanics, and modes of loading. The discussion also covers plane strain and stress and crack growth kinetics. The chapter presents a case history that illustrates the use of fracture mechanics in failure analysis. An appendix provides a more detailed discussion of fracture mechanics concepts.

The mechanical behavior of a material, in the most practical sense, is how it deforms or breaks under load; in other words, how it responds when stressed. This chapter provides a brief review of the properties associated with mechanical behavior, including stress, strain, elasticity, plastic deformation, ductility, hardness, creep, fatigue, and fracture. It also describes the primary components of a Charpy impact tester and the role they serve.

This chapter is a detailed account of the tensile testing procedure used for evaluating metals and alloys. The discussion covers the stress-strain behavior of metals determined by tensile testing, properties determined from testing, test machines for measuring mechanical properties, and general procedures of tensile testing. Three distinct aspects of standard test methods for tension testing of metallic materials are discussed: test piece preparation, geometry, and material condition; test setup and equipment; and test procedure.

This chapter discusses the stress-strain response of materials, how it is measured, and how it used to set performance expectations. It begins by describing the common tensile test and how it sheds light on the elastic design of structures as well as plasticity and fracture behaviors. It explains how engineering and true stress-strain curves differ, how one is used for design and the other for analyzing metal forming operations. It discusses the effect of holes, fillets, and radii on the distribution of stresses and the use of notch tensile testing to detect metallurgical embrittlement. The chapter also covers compression, shear, and torsion testing, the prediction of yielding, residual stress, and hardness.

This chapter discusses the forming characteristics of dual-phase (DP) and transformation-induced plasticity (TRIP) steels. It begins with a review of the mechanical behavior of advanced high-strength steels (AHSS) and how they respond to stress-strain conditions associated with deformation processes such as stretching, bending, flanging, deep drawing, and blanking. It then describes the complex tribology of AHSS forming operations, the role of lubrication, the effect of tool steels and coatings, and the force and energy requirements of various forming presses. It also discusses the cause of springback and explains how to predict and compensating for its effects.

This chapter discusses the fundamentals of plastic deformation and the role of strain and strain rate in sheet metal forming processes. It describes the conditions associated with uniform deformation, the significance of engineering and true strain, the effect of volume constancy on the tensile response of isotropic and anisotropic materials, and how infinitesimal strains or strain rates are used to express and analyze instantaneous deformation and local stain. It also discusses the concept of principal strain and strain paths and explains how to determine, and when to use, equivalent strain and strain rate.

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.