Separation of billets by shearing avoids material loss and is considerably faster than sawing or cutting. This chapter discusses the billet shearing process, the characteristics of sheared surfaces, and the effect of various operating parameters on surface quality. It also includes formulas for calculating shearing force, work, and power and describes various ways to increase production rates.

Pattern equipment is the tooling utilized to form the mold cavity of a casting. This chapter first discusses the following factors that should be considered for determining the type of pattern equipment: number of castings to be produced, mold processes to be employed, dimensional tolerances required, casting design, and pattern cost. It also discusses the factors that should be considered when engineering a pattern. The chapter then presents the types of materials used for pattern construction. It provides an overview of patternmaker's shrinkage allowance. Finally, the chapter presents the factors that govern the space requirements for pattern storage.

The casting engineer contributes to a successful component design by offering expertise in molding, core making, and material characteristics and by recommending the most suitable casting process to use to meet quality and cost targets. The casting engineer's responsibilities include recommending locator positioning; advising about lugs, hooks, or holes for casting handling through all processes; determining the choice of a parting plane and pouring orientation; designing cores for accurate positioning, suitable venting, and proper cleaning; guiding decisions about wall thicknesses and junctions; making suggestions about casting design to eliminate distortion; optimizing the gating design for slag-free metal; and establishing the feeding techniques to eliminate shrink porosity. This chapter provides the guidelines for these responsibilities. In addition, the guidelines for the use of chaplets and chills in cast iron castings; guidelines for drafts, machine stock, tolerances, and contraction or shrink rule; and guidelines for pattern layouts and nesting are also covered.

This chapter discusses the factors involved in the design of impression-die forging systems. It begins by presenting a flow chart illustrating the basic steps in the forging design process and a block diagram that shows how key forging variables are related. It then describes the requirements of various forging alloys, the influence of machine operating parameters, and production challenges related to lot tolerances and shape complexity. The chapter also covers the design of finisher dies, the prediction of forging stresses and loads, and the design of preform dies for steel, aluminum, and titanium alloys.

This chapter explains various aspects of the foundry process that the design engineer should consider when designing steel castings. It discusses special feeding aids, such as tapers, padding, ribs, and chills that may be used by foundry personnel to promote directional solidification. The chapter addresses the design of castings to reduce the occurrence of internal shrinkage. It provides a detailed discussion on design considerations for molding, cleaning, machining, and function.

This chapter focuses on the inspection of steel bars for the detection and evaluation of flaws. The principles involved also apply, for the most part, to the inspection of steel wire. The nondestructive inspection methods discussed include magnetic particle inspection, liquid penetrant inspection, ultrasonic inspection, and electromagnetic inspection. Eddy current and magnetic permeability are also covered.

The die casting process is a widely applied technique used by a variety of industries. This chapter reviews the casting design and engineering requirements for optimizing the characteristics of die castings.

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 addresses the issue of die failures in hot and cold forging operations. It describes failure classifications, fatigue fracture and wear mechanisms, analytical wear models, and the various factors that limit die life. It also includes several case studies in which finite-element modeling is used to predict die failure and extend die life.

Steel is broadly classified as plain-carbon steels, low-alloy steels, and high-alloy steels. This chapter begins by describing microconstituents of low- and medium-carbon steel, including bainite and martensite. This is followed by a section discussing the effect of alloying elements on steel. Then, it provides an overview of steel casting applications. Next, the chapter reviews engineering guidelines for steel castings and feeder design. The following section provides information on feeding aids. Further, the chapter describes the elements of gating systems for steel castings. It also describes the alloys, properties, applications, and engineering details of steel. Finally, the chapter explains defects in steel castings and presents guidelines for problem solving with examples.

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.

Parts of machines and equipment that have previously been designed as wrought or fabricated parts, or as cast parts of metals other than steel, are often reconsidered as steel castings. This chapter presents bending test data for several junction designs of L and box sections and discusses redesign from fabrication, forgings, and cast iron. The chapter also includes the benefits of redesign.

Gear manufacture depends on machinery available, design specifications or requirements, cost of production, and type of material from which the gear is to be made. This chapter discusses the processes involved in methods for manufacturing gears, namely casting, forming, and forging.

Beryllium’s machining characteristics are similar to those of heat-treated cast aluminum and chilled cast iron. Like the other materials, it can be turned, milled, drilled, bored, sawed, cut, threaded, tapped, and trepanned with good results. This chapter explains how these machining operations are conducted and describes the effect of tooling materials, cutting speeds, metal-removal rates, and other variables. It also explains how to assess and remove surface damage caused by machining such as microcracks and twins.

This chapter discusses the advantages, limitations, and applications of various aluminum casting processes, namely green sand casting process, air set or no-bake molding process, vacuum molding process, evaporative foam casting process, and die casting process. The processes covered also include gravity permanent molding, low-pressure permanent molding, counter pressure, squeeze casting, investment casting, rapid prototype casting, cast forge hybrid, and semisolid metal processes.

Users of steel castings establish performance requirements for specific characteristics of the castings based on the planned use. They express tolerance for variation in those characteristics to the producer of the castings. One issue which should never be taken for granted in considering capability and tolerances is the ability to measure with accuracy and precision (repeatability and reproducibility). This chapter discusses the methods for measuring accuracy and precision. It describes the variation of process characteristics, capability indices in general use, and factors related to process performance and tolerance specification.

This chapter discusses the crystal structures of steel and cast iron, the iron-iron carbide equilibrium diagram, microconstituents or phases in the iron-iron carbide phase diagram, the iron-carbon carbide-silicon equilibrium diagram of cast irons, and the influence on microstructure by base elements and alloying elements. Graphitization, cooling rates, and heat treatment effects are covered. There also is discussion on inoculation benefits, flake graphite types and typical applications, evolution of cast iron types, ASTM specification A247 for graphite shapes, and selection of the best molding process. A large table lists typical material choices for various applications.