This chapter discusses the factors that affect die steel selection for hot forging, including material properties such as hardenability, heat and wear resistance, toughness, and resistance to plastic deformation and mechanical fatigue. It then describes the relative merits of various materials and the basic requirements for cold forging dies. The chapter also covers die manufacturing processes, such as high-speed and hard machining, electrodischarge machining, and hobbing, and the use of surface treatments.

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 defines near-net shape forging as the process of forging parts close to their final dimensions such that little machining or only grinding is required as a final step. It then describes the causes of dimensional variations in forging, including die deflection, press deflection, and process inconsistencies, and discusses related innovations.

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.

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 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.

This chapter discusses the equipment and processes used to convert titanium billet and bar into useful shapes or more refined product forms. These secondary working operations include open-die, closed-die, hot-die and isothermal forging as well as ring rolling and extruding. The chapter describes each method in detail and how it affects the microstructure and mechanical properties of various titanium alloys. It also discusses the propensity of titanium to react with oxygen and hydrogen when heated and explains how to mitigate the effects.

This chapter focuses on the failure aspects of tool steels. The discussion covers the classification, chemical composition, main characteristics, and several failures of tool steels and their relation to heat treatment. The tool steels covered are hot work, cold work, plastic mold, and high-speed tool steels.

This chapter discusses the factors that influence temperature in forging operations and presents equations that can be used to predict and control it. The discussion covers heat generation and transfer, the effect of metal flow, temperature measurement, testing methods, and the influence of equipment-related parameters such as press speed, contact time, and tooling geometries.

This chapter covers the friction and wear behaviors of carbon, alloy, and tool steels. It begins a review of commercially available shapes and forms. It then describes the metallurgy and microstructure of various designations and grades of each type of steel and explains how it affects their performance in adhesive and abrasive wear applications and in environments where they are subjected to solid particle, droplet, slurry, and cavitation erosion and fretting damage.

This chapter discusses the similarities and differences of forging and forming processes used in the production of wrought superalloy parts. Although forming is rarely concerned with microstructure, forging processes are often designed with microstructure in mind. Besides shaping, the objectives of forging may include grain refinement, control of second-phase morphology, controlled grain flow, and the achievement of specific microstructures and properties. The chapter explains how these objectives can be met by managing work energy via temperature and deformation control. It also discusses the forgeability of alloys, addresses problems and practical issues, and describes the forging of gas turbine disks. On the topic of forming, the chapter discusses the processes involved, the role of alloying elements, and the effect of alloy condition on formability. It addresses practical concerns such as forming speed, rolling direction, rerolling, and heat treating precipitation-hardened alloys. It presents several application examples involving carbide-hardened cobalt-base and other superalloys, and it concludes with a discussion on superplasticity and its adaptation to commercial forging and forming operations.

The nitriding process can be applied to various materials and part geometries. This chapter focuses on tool steels, pure irons, low-alloy steels, and maraging steels. Various considerations such as the surface metallurgy requirements of the die, including case depth, compound layer formation, and temperature, are also discussed in this chapter. The chapter also addresses steel selection and surface metallurgy of gears.

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.

There is a fairly wide variety of different tool steels for different applications. The American Iron and Steel Institute (AISI) classification of tool steels includes seven major categories: water-hardening tool steels, shock-resisting tool steels, cold work tool steels, hot work tool steels, low-alloy special-purpose tool steels, mold tool steels, high-speed tool steels, and powder metallurgy tool steels. This chapter provides discusses the manufacturing process, composition, properties, types, and applications of these tool steels and other cutting tool materials, such as cemented carbides. It also describes the methods of applying coatings to cutting tools to improve tool life.

Most integrated titanium mills have primary working equipment designed specifically for titanium. This chapter describes the forging, rolling, and extruding equipment used to produce titanium mill products and sheds light on the corresponding process, structure, property relationships.

This chapter provides a detailed discussion of salt bath nitrocarburizing. Process variations discussed include low-cyanide salt bath ferritic nitrocarburizing, salt bath nitrocarburizing plus post treatment, and the Kolene Nu-Tride process.

This chapter discusses the use of finite-element modeling in forging design. It describes key modeling parameters and inputs, mesh generation and computation time, and process modeling outputs such as metal flow, strain rate, loading profiles, and microstructure. It also includes a variety of application examples.

This chapter discusses the processes of isothermal and hot-die forging and their use in producing aerospace components. It explains how isothermal forging was developed to provide a near-net shape component geometry and well-controlled microstructures and properties with accurate control of the working temperature and strain rate. It describes the materials typically used as well as equipment and tooling, die heating procedures, part separation techniques, and postforging heat treatment.

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.