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.

Prior to forging, it is often necessary to preform billet stock to achieve adequate material distribution. This chapter discusses the equipment used for such operations, including transverse rolling machines, electric upsetters, ring-rolling mills, horizontal presses, and rotary (orbital) and radial forging machines. It describes their basic operating principles as well as advantages and disadvantages.

This article discusses the composition, properties, and behaviors of copper and its alloys. It begins with an overview of the characteristics, applications, and commercial grades of wrought and cast copper. It then discusses the role of alloying, explaining how zinc, tin, aluminum, silicon, and nickel affect the physical and mechanical properties of coppers and high-copper alloys as well as brasses, bronzes, copper-nickels, and nickel silvers. It also explains how alloying affects electrical conductivity, corrosion resistance, stress-corrosion cracking, and processing characteristics.

This chapter provides information on the biennial International Wear of Materials Conference, which is the inspiration for this book. It reviews the fundamentals of tribology, tribosystems, and related terminology. The glossary at the end of this chapter is intended to familiarize readers with some of the fundamental tribology terms that will be repeated throughout this book.

This chapter describes joining by forming processes including riveting, clinching, crimping, and dieless joining techniques. It also discusses the fatigue behavior of clinched joints and the results of fatigue tests that compare clinched and spot welded joints.

The wear caused by contact stress fatigue is the result of a wide variety of mechanical forces and environments. This chapter discusses the characteristics of four types of contact stress fatigue on mating metal surfaces: surface, subsurface, subcase, and cavitation. Features and corrective actions for these contact stress fatigue are discussed. The chapter also lists some possible ways to reduce the cavitation fatigue problem.

This chapter discusses the design and operation of forging presses and hammers. It covers the most common types of presses, including hydraulic, mechanical, and screw presses, explaining how they work and comparing and contrasting their load and displacement profiles, stroke lengths, ram velocities, and energy and stiffness requirements. It also includes information on gravity- and power-drop hammers and where and how they are typically used.

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 begins with a description of the requirements of tooling and tooling material for hot extrusion. It covers the processes of designing tool and die sets for direct and indirect extrusion. Next, the chapter provides information on extrusion tooling and die sets for direct external and internal shape production and tools for copper alloy extrusion. Further, it addresses design, calculation, and dimensioning of single-piece and two-part containers and describes induction heating for containers. Information on static- and elastic-based analysis and dimensioning of containers loaded in three dimensions is provided. Examples of calculations for different containers, along with their stresses and dimensions, are presented and the manufacture, operation, and maintenance of containers are described. The chapter further discusses the properties and applications of hot working materials for the manufacture of extrusion tooling and of different extruded materials for the manufacture of extrusion tooling for direct and indirect forming.

This chapter provides an overview of the thermodynamics of extrusion. It begins by presenting a thermodynamic model of the extrusion process expressed in the form of finite difference equations. It then explains how the model accounts for multiple sources of heat generation, the influence of principal variables on temperature rise, and different types of temperature measurements. It also discusses the benefits of isothermal extrusion and how it achieves consistent mechanical properties in extruded components.

This chapter explains that the key to forging is understanding and controlling metal flow and influential factors such as tool geometry, the mechanics of interface friction, material characteristics, and thermal conditions in the deformation zone. It also reviews common forging processes, including closed-die forging, extrusion, electrical upsetting, radial forging, hobbing, isothermal forging, open-die forging, orbital forging, and coining.

Forging machines vary based on factors such as the rate at which energy is applied to the workpiece and the means by which it is controlled. Each type has distinct advantages and disadvantages, depending on lot size, workpiece complexity, dimensional tolerances, and the alloy being forged. This chapter covers the most common types of forging machines, explaining how they align with basic forging processes and corresponding force, energy, throughput, and accuracy requirements.

This chapter discusses the particular corrosion problems encountered and the methods of control used in petroleum production and the storage and transportation of oil and gas up to the refinery. It begins by describing those aspects of corrosion that tend to be unique to corrosion as encountered in applications involving oil and gas exploration and production. This is followed by a section reviewing the methods of corrosion control, namely the proper selection of materials, protective coatings, cathodic protection systems, use of inhibitors, use of nonmetallic materials, and control of the environment. The chapter ends with a discussion on the problems encountered and protective measures that are based on the state-of-the-art as practiced daily by corrosion and petroleum engineers and production personnel.

The machinery and equipment required for rod and tube extrusion is determined by the specific extrusion process. This chapter provides a detailed description of the design requirements and principles of machinery and equipment for direct and indirect hot extrusion. It then covers the presses and auxiliary equipment for tube extrusion, induction furnaces for billet processing, handling systems for copper and aluminum alloy products, extrusion cooling systems, and age-hardening ovens. Next, the chapter describes the principles and applications of equipment for the production of aluminum and copper billets. Then, it focuses on process control in both direct and indirect hot extrusion of aluminum alloys without lubrication. The chapter describes the technology of electrical and electronic controls in the extrusion process. It ends with a discussion on the factors that influence the productivity and quality of the products in the extrusion process and methods for process optimization.

This chapter discusses the causes and effects of wear along with prevention methods. It covers abrasive, erosive, erosion-corrosion, grinding, gouging, adhesive, and fretting wear. It also discusses various forms of contact-stress fatigue, including subsurface-origin fatigue, surface-origin fatigue, subcase-origin fatigue (spalling fatigue), and cavitation fatigue.

Many companies conduct only metallurgical evaluations in the wake of failures, discovering nothing more than the physical mechanism by which the failure occurred. The origin of failures, however, is often complex, involving not only physical mechanisms, but also human behavior and latent factors. Failures may also involve multiple parts, entire machines, or processes of any size and shape. The chapter examines the unique aspects of many failures and explains how they can sometimes be traced to systemic issues. It also covers the reasons why products fail, including improper service or operation, improper maintenance, improper testing, assembly errors, fabrication or manufacturing errors, and design errors. The case of the Tacoma Narrows Bridge collapse is presented to illustrate the consequence of overlooked factors, in this case, wind dynamics, and the importance of identifying root causes to prevent repeat failures.

This chapter identifies the primary causes of service failures and discusses the types of defects from which they stem. It presents more than a dozen examples of failures attributed to such causes as design defects, material defects, and manufacturing or processing defects as well as assembly errors, abnormal operating conditions, and inadequate maintenance. It also describes the precise usage of terms such as defect, flaw, imperfection, and discontinuity.

This chapter is largely a compendium of best practices and procedures for minimizing the effects of fatigue. It explains how to make products more resistant to fatigue by choosing the right materials and manufacturing processes, avoiding geometries and features that concentrate strains, preventing or removing surface damage, and by inducing compressive mean stresses that prolong fatigue life. It also discusses the use of property conditioning and restoration treatments, the benefits of interference fits and processes such as coaxing, the effects of assembly damage and operating overload, the importance of surface cleanliness and finish, and the role of inspection, testing, replacement, and repair in safe-life and fail-safe designs. Examples highlighting the benefits and potential pitfalls of proof loading tests are included as well.

This chapter serves as a study and guide on the main phase constituents of cast aluminum-silicon alloys, alpha-Al solid solution and Si crystals. The first section focuses on the structure of Al-Si castings in the as-cast state, covering the morphology of the alpha-Al solid solution grains and the process by which they form. It describes how cooling rates, temperature gradients, and local concentrations influence the topology of the crystallization front, and how they play a role in determining the morphology and dispersion degree of the grains observed in cross sections of cast parts. It also describes the mechanism behind dendritic grain crystallization and how factors such as surface tension, capillary length, and lattice symmetry affect dendritic arm size and spacing. The section that follows examines the morphology of the silicon crystals that form in aluminum-silicon castings and its effect on properties and processing characteristics. It discusses the faceted nature of primary Si crystals and the modification techniques used to optimize their shape. It also describes the morphology of the (alpha-Al + Si) eutectic, which can be lamellar or rodlike in shape, and explains how it can be modified through temperature control or alloy additions to improve properties such as tensile strength and plasticity and reduce shrinkage.