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.

Two compressor rotors of similar design and construction were severely damaged during operation. In one rotor, all the blades in the third and fourth stages had been sheared off and some had lifted from the dovetail portion of the drum. The damage in the other rotor was more extensive. Most of the blades in the first four stages had sheared off and many lifted from the dovetail region, particularly in the first two stages where several mounting dovetails had also fractured. Based on visual examination and the results of SEM fractography, metallography, and chemical analysis, investigators concluded that the compressor rotors failed due to stress-corrosion cracking in the dovetail mountings. They also provided recommendations to prevent or mitigate future occurrences.

This chapter explains how to safely prepare beryllium alloy samples for metallographic analysis. It describes grinding, polishing, and etching procedures in detail. It also discusses the identification of major and minor constituents and the general appearance of beryllium microstructure.

Fatigue fractures are generally considered the most serious type of fracture in machinery parts simply because fatigue fractures can and do occur in normal service, without excessive overloads, and under normal operating conditions. This chapter first discusses the three stages (initiation, propagation, and final rupture) of fatigue fracture followed by a discussion of its microscopic and macroscopic characteristics. The relationship between stress and strength in fatigue is explained. The next section provides information that may help the uninitiated to appreciate some of the problems of laboratory fatigue testing and of the fatigue process itself. Finally, information on types and statistical aspects of fatigue is provided along with examples.

Gas turbine disks made from nickel-base superalloys are often produced using powder metallurgy (P/M) techniques because the alloy compositions normally used are difficult or impractical to forge by conventional methods. This chapter discusses the P/M process and its application to superalloys. It describes the gas, vacuum, and centrifugal atomization processes used to make commercial superalloy powders. It explains how the powders are consolidated into preforms or billets using hot isostatic pressing, extrusion, or a combination of the two. It also provides information on spray forming and consolidation by atmospheric pressure, and includes a section on powder-based disk components, where it discusses the general advantages of P/M as well as the effects of inclusions, carbon contamination, and the formation of oxide and carbide films due to prior particle boundary conditions. The chapter concludes with a detailed discussion on mechanically alloyed superalloy compositions, the product forms into which they are made, and some of the applications where they are used.

This chapter discusses the important role of metallography and the metallographer in predicting and understanding the properties of metals and alloys. Examples are presented of a metallographer working as part of a team in a research laboratory of a large steel company and a metallographer working alone at a small iron foundry. The three basic areas in all metallography laboratories are discussed: the specimen preparation area, the polishing/etching area, and the observation/micrography area. Important safety issues in a metallographic laboratory are also considered.

This chapter discusses the setup and use of a transmission electron detector in a typical scanning electron microscope (SEM). It describes the arrangement and function of the primary components in the detector, following the signal path from the sample to a micromirror array where it is directed by the user to either a CMOS sensor (to record diffraction patterns) or a photomultiplier tube (to observe real-space images). The chapter discusses some of the nuances of digital imaging and diffraction and includes examples in which transmission electron detectors are used to analyze gold films, carbon nanotubes, zeolite sheets, and monolayer graphene. It also describes emerging techniques, including four-dimensional STEM, thermal diffuse scattering, energy filtering, aberration correction, and atomic resolution imaging.

Solid-state welding processes are those that produce coalescence of the faying surfaces at temperatures below the melting point of the base metals being joined without the addition of brazing or solder filler metal. This chapter discusses solid-state welding processes such as diffusion welding, forge welding, roll welding, coextrusion welding, cold welding, friction welding, friction stir welding, explosion welding, and ultrasonic welding.

This chapter provides an overview of beryllium casting practices and the challenges involved. It discusses the stages of solidification, the effect of cooling rate, the difficulty of heat removal, and the potential for hot cracking. It describes common melting techniques, including vacuum induction melting, vacuum arc melting, and electron beam melting, and some of the ways they have been used to cast beryllium alloys. The chapter also includes information on metal purification and grain refinement procedures.

This chapter provides information and data on the fatigue and fracture properties of steel, aluminum, and titanium alloys. It explains how microstructure, grain size, inclusions, and other factors affect the fracture toughness and fatigue life of these materials and the extent to which they can be optimized. It also discusses the effect of metalworking and heat treatment, the influence of loading and operating conditions, and factors such as corrosion damage that can accelerate crack growth rates.

This chapter focuses on the elements and functions of sand conditioning equipment which are critical to achieving good quality castings. The sand conditioning equipment include sand muller; core sand mixers; sand conveyors and bucket elevators; sand aerators; mold conveyors; shakeout units; magnetic separators; lump breakers and core crushers; screens; sand coolers; sand reclamation systems; and sand hoppers.

This chapter describes the methods and equipment applicable to metallographic studies and discusses the preparation of specimens for examination by light optical microscopy. Five major operations for preparation of metallographic specimens are discussed: sectioning, mounting, grinding, polishing, and etching. The discussion covers their basic principles, advantages, types, and applications, as well as the equipment setup. The chapter includes tables that list etchants used for microscopic examination. It also provides information on microscopic examination, microphotography, and the effects of grain size on the structural properties of the material.

Steels are over 95% Fe, so a good starting point for understanding steel is to study the nature of solid iron. This chapter provides information on the composition, phase transformation, and associated changes in the crystal structure of pure iron at varying temperatures.

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.

Metals are used in many engineering applications because of their mechanical properties, particularly strength and ductility. This chapter explains how mechanical properties are measured and how to interpret the results. It describes the most widely used tests, including tensile tests; Rockwell, Brinell, Vickers, and Knoop hardness tests; and Charpy V-notch impact tests. The chapter also provides information on loading conditions that can lead to fatigue failure, and in some cases, counteract or prevent it.

In order to understand how various types of single-load fractures are caused, one must understand the forces acting on the metals and also the characteristics of the metals themselves. All fractures are caused by stresses. Stress systems are best studied by examining free-body diagrams, which are simplified models of complex stress systems. Free-body diagrams of shafts in the pure types of loading (tension, torsion, and compression) are the simplest; they then can be related to more complex types of loading. This chapter discusses the principles of these simplest loading systems in ductile and brittle metals.