This chapter examines the microstructure of special bar quality (or engineering) steels and how it is influenced by carbon content, tempering temperature, and prior austenitic grain size. It explains how some of the changes are difficult to detect and require special etching and/or measurement techniques. It provides information on many types of engineering steel, including medium and high-carbon steels used in rail applications. It also examines the effect of nickel-phosphorus coatings on stainless steel and phosphate coatings used to reduce friction during thread rolling and other such procedures.

This chapter provides practical information on surface treatments that work by altering the surface chemistry of metals and alloys. It discusses the use of phosphate and chromate conversion coatings as well as anodizing, steam oxidation, diffusion coatings, and pack cementation. The chapter also covers ion implantation and laser alloying.

This chapter discusses the effect of friction and lubrication on forgings and forging operations. The discussion covers lubrication mechanisms, the use of friction laws, tooling and process parameters, and the lubrication requirements of specific materials and forging processes. The chapter also describes several test methods for evaluating lubricants and explains how to interpret associated test data.

Organic coatings (paints and plastic or rubber linings), metallic coatings, and nonmetallic inorganic coatings (conversion coatings, cements, ceramics, and glasses) are used in applications requiring corrosion protection. These coatings and linings may protect substrates by three basic mechanisms: barrier protection, chemical inhibition, and galvanic (sacrificial) protection. This chapter begins with a section on organic coating and linings, providing a detailed account of the steps involved in the coating process, namely, design and selection, surface preparation, application, and inspection and quality assurance. The next section discusses the methods by which metals, and in some cases their alloys, can be applied to almost all other metals and alloys: electroplating, electroless plating, hot dipping, thermal spraying, cladding, pack cementation, vapor deposition, ion implantation, and laser processing. The last section focuses on nonmetallic inorganic coatings including ceramic coating materials, conversion coatings, and anodized coatings.

This chapter covers a wide range of finishing and coating operations, including cleaning, honing, polishing and buffing, and lapping. It discusses the use of rust-preventative compounds, conversion coatings, and plating metals as well as weld overlay, thermal spray, and ceramic coatings and various pack cementation and deposition processes. It also discusses the selection and use of industrial paints and paint application methods.

A design modification intended to reduce dowel bolt failures in an aircraft engine proved ineffective, prompting an investigation to determine what was causing the bolts to break. As the chapter explains, failure specimens were examined under various levels of magnification and subjected to chemical analysis and low-cycle fatigue tests. Based on their findings, investigators concluded that the bolts failed due to fatigue compounded by excessive clearances and poor surface finishes. The chapter provides a number of recommendations addressing these issues and related concerns.

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.

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 coatings and treatments that are used to improve the friction and wear behaviors of materials. It describes modifications that work by hardening contacting surfaces, including heat treating, vacuum coating, thermal spray, and plating, and those that separate or lubricate surfaces, including solid film, chemical conversion, and vacuum coatings, surface oiling and texturing, and lubricating platings. It compares and contrasts methods based on thickness and depth and their relative effect on friction, erosion, and wear.

This chapter discusses the process of cold forging and its effect on various materials. It describes billet preparation and lubrication procedures, cold upsetting techniques, and the use of slab analysis for estimating cold forging loads. It likewise describes extrusion processes, explaining how to estimate friction and flow stress and predict extrusion loads and energy requirements. The chapter also discusses the tooling used in cold forging, the parameters affecting tool life, and the relative advantages of warm forging.

This appendix contains flow stress data (in the form of flow curves) obtained by viscous pressure bulge tests conducted on various grades of sheet steel as well as aluminum and magnesium alloys.

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 presents a comprehensive coverage of mechanical fastening methods. It begins with a discussion on the advantages and disadvantages of mechanical fastening followed by sections providing information on mechanically fastened joints and the selection of the correct fastener system. The chapter then describes important structural fasteners, namely bolts, screws, pins, collar fasteners, rivets, blind fasteners, machine pins, and spring clip fasteners. The following sections describe the process involved in presses, shrink fits, hole generation, and fastener installation. The chapter ends with information on miscellaneous mechanical fastening methods.

This chapter discusses corrosion prevention methods used with aluminum and its alloys. The methods range from relatively straightforward measures, such as proper handling and storage, to advanced early warning corrosion monitoring systems for military aircraft. The chapter summarizes the basic factors that influence design for corrosion resistance and discusses the use of conversion coatings, organic coatings, porcelain enameling, and electroplating. It also discusses corrosion monitoring methods used in chemical processing and refining industries.

This chapter is a compilation of terms and definitions related to surface engineering for corrosion and wear resistance.

Water chemistry is a factor in nearly all boiler tube failures. It contributes to the formation of scale, biofilms, and sludge, determines deposition rates, and drives the corrosion process. This chapter explains how water chemistry is managed in boilers and describes the effect of impurities and feedwater parameters on high-pressure boiler components. It discusses deposition and scaling, types of corrosion, and carryover, a condition that occurs when steam becomes contaminated with droplets of boiler water. The chapter also covers water treatment procedures, including filtration, chlorination, ion exchange, demineralization, reverse osmosis, caustic and chelant treatment, oxygen scavenging, and colloidal, carbonate, phosphate, and sodium aluminate conditioning.

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.