This chapter begins with a review of the mechanics of bending and the primary elements of a bending system. It examines stress-strain distributions defined by elementary bending theory and explains how to predict stress, strain, bending moment, and springback under various bending conditions. It describes the basic principles of air bending, stretch bending, and U- and V-die bending as well as rotary, roll, and wipe die bending, also known as straight flanging. It also discusses the steps involved in contour (stretch or shrink) flanging, hole flanging, and hemming and describes the design and operation of press brakes and other bending machines.

This data set contains the results of rotating-beam reversed-bending fatigue tests for a wide range of aluminum casting alloys. These fatigue curves are the results of tests on individual lots of material considered representative of the respective alloys and tempers.

This chapter deals with the effects of fatigue in rotating shafts subjected to elastic and plastic strains associated with bending stresses. It begins with a review of the basic approach to treating low-cycle fatigue in bending, explaining that the assumption that stress is proportional to strain is incorrect due to plastic flow, causing considerable discrepancy between measured and calculated stresses. Data plots of the axial and bending fatigue characteristics of a 4130 steel help illustrate the problem. A closed-form solution is then presented and used to analyze the effects of flexural bending on solid as well as hollow rectangular and round bars. The chapter also discusses the difference in the treatment of a rotating shaft in which all surface elements undergo the same stress and strain and a nonrotating shaft in which a few surface elements carry most of the load. The difference, as explained, is due to the volumetric effect of stress in fatigue.

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.

Tube hydroforming is a material-forming process that uses pressurized fluid to plastically deform tubular materials into desired shapes. It is widely used in the automotive industry for making exhaust manifolds, catalytic converters, shock absorber housings, and other parts. This chapter discusses the basic methods of tube hydroforming and the underlying process mechanics. It explains how to determine if a material is a viable candidate and whether it can withstand preforming or bending operations. It describes critical process parameters, such as interface pressure, surface expansion and contraction, and sliding velocity, and how they influence friction, lubrication, and wear. The chapter also provides information on forming presses and tooling, tube hydropiercing, and the use of finite elements to determine optimal processing conditions and loading paths.

This chapter describes the general characteristics of two commonly classified metalworking processes, namely hot working and cold working. Primary metalworking processes, such as the bulk deformation processes used to conduct the initial breakdown of cast ingots, are always conducted hot. Secondary processes, which are used to produce the final product shape, are conducted either hot or cold. The chapter discusses the primary objectives, principal types, advantages, and disadvantages of both primary and secondary metalworking processes. They are rolling, forging, extrusion, sheet metal forming processes, blanking and piercing, bending, stretch forming, drawing, rubber pad forming, and superplastic forming.

This chapter explains how investigators determined that a stabilizer link rod fractured due to overload, possibly by a combination of tension and bending forces that occurred during an accident. It includes images comparing the fractured rod with its undamaged counterpart recovered from the starboard side of the aircraft. A close-up view of the threads near the fracture surface provides evidence of bending, while the presence of dimples in an SEM fractograph supports the theory that the link rod failed as a result of overload.

Sheet metal forming operations consist of a large family of processes, ranging from simple bending to stamping and deep drawing of complex shapes. Because sheet forming operations are so diverse in type, extent, and rate, no single test provides an accurate indication of the formability of a material in all situations. However, as discussed in this chapter, the uniaxial tensile test is one of the most widely used tests for determining sheet metal formability. This chapter describes the effect of material properties and temperature on sheet metal formability. Information on the types of formability tests is also provided. The chapter discusses the processes involved in uniaxial and plane-strain tensile testing. Examples include the uniaxial tensile test and the plane-strain tensile test which are subsequently described.

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 reviews the fundamentals of stress, strain, and deformation and demonstrates some of the tools and techniques used to analyze how materials and structures respond to tension, compression, bending, and shear. It begins with an overview of the behavior of perfectly elastic and plastic materials and viscous substances. It then describes the stress-strain response of two- and three-dimensional solids, explaining how to determine principle stresses and strains using Mohr’s circle and how to derive equivalent stress and strain using the von Mises relationship. It then goes on to analyze the stress state of load-bearing members, pressurized tubes, and pin-loaded lugs, accounting for the effect of geometric discontinuities, such as cutouts, fillets, and holes, as well as cracks. It also explains how finite element methods are used to solve problems involving complex geometric and loading conditions.

This chapter documents the key findings of an investigation into the failure of an aircraft’s main wheel bearing housing. Using annotated images and a detailed SEM fractograph, it shows what investigators observed that led them to conclude that the flange on one of the hubs broke off due to a combination of fatigue, bending stresses, and wear. It also includes a recommendation to assess the structural integrity of the bearing housing after every 100 h of service using nondestructive techniques.

After several failed attempts to lower their starboard wheels for landing, pilots engaged the help of gravity through g-force maneuvers and managed to coax the wheels into place. An inspection following the incident revealed a broken universal joint in one of the linkages that opens and closes the doors to the undercarriage compartment. The failed component was removed from the aircraft and examined using optical and electron microscopes. Under low magnification, the fracture surface appeared jagged except for one corner that was relatively smooth. SEM fractography revealed the presence of fatigue striations in the smooth region and dimpling elsewhere. Based on their findings, investigators concluded that fatigue loading initiated a crack in the universal joint that progressed with time and that the final fracture occurred due to bending tensile overload.

Several components from the tail boom of a helicopter were found fractured at a crash site, including gusset plates, the hat section near the lower yoke, and a cable that controls the pitch of the tail rotor. The components were recovered from the wreckage and taken to a lab for closer examination. Based on their observations and the results of SEM fractography, failure analysts concluded that the gusset plates failed due to a downward bending overload in tension and that the tail rotor control cable snapped due to tensile overload. There were no indications of delayed failure in any of the areas examined.

This chapter discusses the factors that play a role in fatigue failures and how they affect the service life of metals and structures. It describes the stresses associated with high-cycle and low-cycle fatigue and how they differ from the loading profiles typically used to generate fatigue data. It compares the Gerber, Goodman, and Soderberg methods for predicting the effect of mean stress from bending data, describes the statistical nature of fatigue measurements, and explains how plastic strain causes cyclic hardening and softening. It discusses the work of Wohler, Basquin, and others and how it led to the development of a strain-based approach to fatigue and the use of fatigue strength and ductility coefficients. It reviews the three stages of fatigue, beginning with crack initiation followed by crack growth and final fracture. It explains how fracture mechanics can be applied to crack propagation and how stress concentrations affect fatigue life. It also discusses fatigue life improvement methods and design approaches.

This chapter describes the processes involved in the fabrication of wrought and cast metal products. It discusses deformation processes including bending and forming, material removal processes such as milling, cutting, and grinding, and joining methods including welding, soldering, and brazing. It also discusses powder consolidation, rolling, drawing and extrusion, and common forging methods.

This article presents six case studies of failures with steel forgings. The case studies covered are crankshaft underfill; tube bending; spade bit; trim tear; upset forging; and avoidance of flow through, lap, and crack. The case studies illustrate difficulties encountered in either cold forging or hot forging in terms of preforge factors and/or discontinuities generated by the forging process. Supporting topics that are discussed in the case studies include validity checks for buster and blocker design, lubrication and wear, mechanical surface phenomenon, forging process design, and forging tolerances. Wear, plastic deformation processes, and laws of friction are introduced as a group of subjects that have been considered in the case studies.

Mechanical components often require surface treatments to meet application demands. This chapter describes several surface hardening treatments for steel and their effect on microstructure, composition, and properties. It discusses flame hardening, induction heating, carburizing, nitriding, carbonitriding, and nitrocarburizing. The discussion on carburizing addresses several interrelated factors, including processing principles, alloying, surface oxidation, residual stresses, bending fatigue, contact fatigue, and fracture.

Distortion failures are readily identified by the inherent change in size and/or shape. They are serious because they can lead to other types of failure or may even cause complete collapse of structures, such as bridges, ladders, beams, and columns. Distortion failures may be classified in different ways. One way is to consider them either as dimensional distortion (growth or shrinkage) or as shape distortion (such as bending, twisting, or buckling). They may also be classified as being either temporary or permanent in nature. This chapter discusses the nature, causes, and effects of all of these types of failures as well as the methods to manage them.

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 important requirements for ferrous and nonferrous alloys used for gears. Wrought surface-hardening and through-hardening carbon and alloy steels are the most widely used of all gear materials and are emphasized in this chapter. The processing characteristics of gear steels and the bending fatigue strength and properties of carburized steels are reviewed. In addition to wrought steels, the chapter provides information on the other iron-base alloys that are used for gears, namely cast carbon and alloy steels, gray and ductile cast irons, powder metallurgy irons and steels, stainless steels, and tool steels. In terms of nonferrous alloys, the chapter addresses copper-base alloys, die cast aluminum alloys, zinc alloys, and magnesium alloys.