In a perfect crystalline structure, there is an orderly repetition of the lattice in every direction in space. Real crystals contain a considerable number of imperfections, or defects, that affect their physical, chemical, mechanical, and electronic properties. Defects play an important role in processes such as deformation, annealing, precipitation, diffusion, and sintering. All defects and imperfections can be conveniently classified under four main divisions: point defects, line defects, planar defects, and volume defects. This chapter provides a detailed discussion on the causes, nature, and impact of these defects in metals. It also describes the mechanisms that cause plastic deformation in metals.

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 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.

Steels with martensitic and tempered martensitic microstructures, though sometimes perceived as brittle, exhibit plasticity and ductile fracture behavior under certain conditions. This chapter describes the alloying and tempering conditions that produce a ductile form of martensite in low-carbon steels. It also discusses the effect of tempering temperature on the mechanical behavior and deformation properties of medium-carbon steels.

This chapter discusses bulk deformation processes and how they are used to reshape metals and refine solidification structures. It begins by describing the differences between hot and cold working along with their respective advantages. It then discusses various forging methods, including open-die and closed-die forging, hot upset and roll forging, high-energy-rate forging, ring rolling, rotary swaging, radial and orbital forging, isothermal and hot-die forging, precision forging, and cold forging. The chapter also includes information on cold and hot extrusion and drawing operations.

This chapter discusses the role of plastic deformation in forging and the effect of strain and strain rate on metal flow. It demonstrates the use of stress tensors and shows how metal flow can be represented qualitatively by the displacement of volume elements and quantitatively by the distribution of velocity components and strain rates. It describes the conditions associated with homogeneous deformation in a frictionless upset forging and explains how they can also be obtained using engineering and true stress-strain curves.

This chapter covers the fundamentals of metal flow and the tools and techniques used to predict and control it. It begins by illustrating the local state of stress in a metal cylinder during upset forging and showing how stress components can be expressed in matrix form. It then explains how to determine the onset of yielding, which corresponds to the start of plastic deformation and the flow of metal within the workpiece. The chapter then goes on to present two important yield criteria, one based on shear stress (Tresca criterion), the other on distortion energy (von Mises criterion). It compares and contrasts the two methods and demonstrates their use as flow rules. It also explains how to calculate effective strain and strain rate and includes a brief discussion on the mechanical energy consumed during deformation.

This chapter examines the phenomena of deformation and fracture in metals, providing readers with an understanding of why it occurs and how it can be prevented. It begins with a detailed review of tension and compression stress-strain curves, explaining how they are produced and what they reveal about the load-carrying characteristics of engineering materials. It then discusses the use of failure criteria and the determination of yielding and fracture limits. It goes on to describe the mechanisms and appearances of brittle and ductile fractures and stress rupture, providing detailed images, diagrams, and explanations. It discusses the various factors that influence strength and ductility, including grain size, loading rate, and temperature. It also provides information on the origin of residual stresses, the concept of toughness, and the damage mechanisms associated with creep and stress rupture, stress corrosion, and hydrogen embrittlement.

Deformation within a crystal lattice is governed principally by the presence of dislocations, which are two-dimensional defects in the lattice structure. Slip from shear stress is the most common deformation mechanism within crystalline lattices of metallic materials, although deformation of crystal lattices can also occur by other processes such as twinning and, in special circumstances, by the migration of vacant lattice sites. This appendix describes the notation used to specify lattice planes and directions and discusses the mechanisms of slip and twinning as well as the effect of stacking faults.

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.

Titanium, like other metals, can be shaped, formed, and strengthened through deformation processes. This chapter describes the structural changes that occur in titanium during deformation and how they can be controlled. It discusses the role of slip, dislocations, and twinning, the effect of grain size and crystal orientation, the concept of texture strengthening, and the principles of strain hardening and superplasticity. It also discusses the effect of annealing and the difference between recrystallization and neocrystallization processes.