This chapter opens with a discussion of the classification of rod and tube extrusion processes. The standard processes involve hot working (extrusion at temperatures above room temperature), but some specialized cold working processes are also used for rod and tube extrusion. The next section reviews principles, variations, thermal conditions, axial load calculation, material flow, and applications of direct extrusion and indirect extrusion, with examples provided for extrusion of aluminum and copper alloys. Next, the chapter focuses on the process principles, advantages, and applications of conventional hydrostatic extrusion and thick film processes. This is followed by sections providing information on the special extrusion processes, namely conform process and cable sheathing. The chapter ends with a discussion on direct and indirect tube extrusion.

This chapter deals with the mechanics and tribology associated with the extrusion of bars, sections, and tubes. It covers direct and indirect extrusion processes in detail and demonstrates the use of important equations, relationships, and measurements for determining pressure, force, material flow, friction, die wear, heat generation, and lubrication requirements. The chapter also provides information on hydrostatic, friction-assisted, and severe plastic deformation extrusion processes, discusses the cause of instabilities and defects, and explains how to select and apply lubricants to minimize friction and die wear when extruding steel, aluminum, copper, and refractory 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 provides an overview of the basic principles and historic development of metal extrusion processes. It starts by illustrating the two major process categories: direct extrusion and indirect extrusion. It then briefly defines hydrostatic extrusion and the conform process. The history coverage addresses early patents for extrusion of lead at the turn of the 17th century up through the major process innovations in the 20th century.

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.

Compared with other deformation processes used to produce semifinished products, the hot-working extrusion process has the advantage of applying pure compressive forces in all three force directions, enhancing workability. The available variations in the extrusion process enable a wide spectrum of materials to be extruded. This chapter focuses on the processes involved in the extrusion of semifinished products in various metals and their alloys, namely tin, lead, lead-base soft solders, tin-base soft solders, zinc, magnesium, aluminum, copper, titanium, zirconium, iron, nickel, and powder metals. It discusses their properties and applications as well as suitable equipment for extrusion. It further discusses the processes involved in the extrusion of semifinished products in exotic alloys and extrusion of semifinished products from metallic composite materials.

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.

Forging is a deformation process achieved through the application of compressive stresses. During the stroke, pressures and velocities are continuously changing and the initial lubricant supply must suffice for the duration of the operation. Lubricant residues and pickup products also change with time, further complicating the analysis of friction and wear. This chapter provides a qualitative and quantitative overview of the mechanics and tribology of forging in all of its forms. It discusses the effects of friction, pressures, forces, and temperature on the deformation and flow of metals in open-die, closed-die, and impression-die forging and in back extrusion and piercing operations. It presents various ways to achieve fluid-film lubrication in upset forging processes and examines the cause of barreling, defect formation, and folding in the upsetting of cylinders, rings, and slabs. It also explains how to evaluate lubricants, friction, and wear under hot, cold, and warm forging conditions and how to extend die life and reduce defects when processing different materials.

This chapter presents a qualitative and quantitative overview of the stresses, strains, forces, and energy associated with metalworking processes and the tribological behavior of metals. It covers key concepts necessary for understanding metalworking tribology, including plastic deformation, yield criteria, flow strength, and the application of flow rules. It explains how to calculate the work involved in deformation processes, how to assess the propensity for fracture, how to determine temperature rise and strain distribution in the workpiece, and how to classify metalworking processes based on related tribology.

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.

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 explains the basic terminology and principles of metallurgy as they apply to extrusion. It begins with an overview of crystal structure in metals and alloys, including crystal defects and orientation. This is followed by sections discussing the development of the continuous cast microstructure of aluminum and copper alloys. The discussion provides information on billet and grain segregation and defects in continuous casting. The chapter then discusses the processes involved in the deformation of pure metals and alloys at room temperature. Next, it describes the characteristics of pure metals and alloys at higher temperatures. The processes involved in extrusion are then covered. The chapter provides details on how the toughness and fracture characteristics of metals and alloys affect the extrusion process. The weld seams in hollow profiles, the production of composite profiles, and the processing of composite materials, as well as the extrusion of metal powders, are discussed. The chapter ends with a discussion on the factors that define the extrudability of metallic materials and how these attributes are characterized.

The vast majority of beryllium products are manufactured from blocks, forms, or billets of compacted powder that are machined or worked into shape. This chapter describes the metalworking processes used, including rolling, forming, forging, extrusion, drawing, and spinning. It covers the qualitative and quantitative aspects of each process and provides examples showing how they are implemented and the results that can be achieved. The chapter also discusses the issue of beryllium’s low formability and describes some of the advancements that have been made in near-net shape processing.

The conversion of feedstock into a shape involves the application of heat and pressure, and possibly solvents. This chapter discusses the operating principle, advantages, limitations, and applications of such shaping processes, namely additive manufacturing, cold isostatic pressing, die compaction, extrusion, injection molding, slip casting, slurry processes, and tape casting. Information on equipment setup, requirements, and the various factors influencing these processes are described. In addition, the chapter provides information on novel approaches and processing costs applicable to these shaping processes.

This chapter covers the basic steps of the powder metallurgy process, including powder manufacture, powder blending, compacting, and sintering. It identifies important powder characteristics such as particle size, size distribution, particle shape, and purity. It compares and contrasts mechanical, chemical, electrochemical, and atomizing processes used in powder production, discusses powder treatments, and describes consolidation techniques along with secondary operations used to obtain special properties or improve dimensional precision. It also discusses common defects such as ejection cracks, density variations, and microlaminations.

Powder metallurgy plays a central role in the production of nearly all beryllium components. This chapter describes the primary steps in the powder metal process and the work that has been done to improve each one. It explains how beryllium powders are made and how they are consolidated prior to sintering. It also compares and contrasts the properties of beryllium products made using different methods and provides composition and particle size data on commercially available powders.

Drawing is a bulk deformation process that involves significant surface generation and high pressures. This chapter provides an overview of the mechanics and tribology of wire, bar, tube, and shape drawing. It presents important equations for calculating stresses, forces, friction, heat, strain, and distortion for different tooling configurations and geometries. It explains how to select and apply lubricants based on drawing speed, die design, and other factors and how to maintain sufficient film thickness for hydrodynamic, mixed, and solid-film lubrication conditions. It also discusses the use of vibrating dies, the influence of surface finish and defects, and lubrication practices for specific materials.

This chapter describes the effect of processing variables on the mechanical properties of beryllium, including tensile and yield strength, fracture toughness, creep and fatigue strength, ductile-to-brittle transition, and notch sensitivity. It also discusses the effects of chemical composition, impurities, and grain size and the use of hydrostatic testing.