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This chapter presents a comprehensive coverage of mechanical fastening methods. It begins with a discussion on the advantages and disadvantages of mechanical fastening followed by sections providing information on mechanically fastened joints and the selection of the correct fastener system. The chapter then describes important structural fasteners, namely bolts, screws, pins, collar fasteners, rivets, blind fasteners, machine pins, and spring clip fasteners. The following sections describe the process involved in presses, shrink fits, hole generation, and fastener installation. The chapter ends with information on miscellaneous mechanical fastening methods.

This chapter focuses on tensile testing of three types of engineering components that undergo significant loading in tension, namely, threaded fasteners and bolted joints; adhesive joints; and welded joints. It describes the standardized tensile test for externally threaded fasteners and provides a brief background on relationships among torque, angle-of-turn, tension, and friction. The chapter also describes the test methods covered in the ASTM F 606M standard, namely, product hardness; proof load by length measurement, yield strength, or uniform hardness; axial tension testing of full-sized products; wedge tension testing of full-sized products; tension testing of machined test specimens; and total extension at fracture testing. Finally, the chapter covers tensile testing of adhesive and welded joints.

This chapter provides an overview of environmental factors when studying a gear failure. Environmental factors discussed are lubrication, temperature, and mechanical stability.

This chapter focuses on the causes of gear failure under five major headings. These include basic material, focusing on steel, engineering, focusing on the integration of design, manufacturing, heat treatment, and service application.

This chapter discusses the fatigue behavior of bolted, riveted, and welded joints. It describes the relative strength of machined and rolled threads and the effect of thread design, preload, and clamping force on the fatigue strength of bolts made from different steels. It explains where fatigue failures are likely to occur in cold-driven rivet and friction joints, and why the fatigue strength of welded joints can be much lower than that of the parent metal, depending on weld shape, joint geometry, discontinuities, and residual stresses. The chapter also explains how to improve the fatigue life of welded joints and discusses the factors that can reduce the fracture toughness of weld metals.

This chapter describes the processes involved in the fabrication of wrought and cast metal products. It discusses deformation processes including bending and forming, material removal processes such as milling, cutting, and grinding, and joining methods including welding, soldering, and brazing. It also discusses powder consolidation, rolling, drawing and extrusion, and common forging methods.

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 effect of friction in the context of design. It explains how friction coefficients are determined and how they are used to make sizing and selection decisions. It covers practical issues associated with rolling friction, the use of lubricants, and the tribology of metal, ceramic, and polymer surfaces in contact. It also discusses the nature of rolling friction and provides helpful design guidelines.

This chapter focuses on common failure characteristics exhibited by mechanical and electrical components. The topic is considered from two perspectives: one possibility is that the system failed because parts were nonconforming to drawing requirements and another possibility is that the system failed even though all parts in the system met their drawing requirements. The common failures discussed in this chapter include those associated with metallic components, composite materials, plastic components, ceramic components, and electrical and electronic components.

This chapter describes the processes involved in alloy production, including melting, casting, solidification, and fabrication. It discusses the effects of alloying on solidification, the formation of solidification structures, supercooling, nucleation, and grain growth. It describes the design and operation of melting furnaces as well as melting practices and the role of fluxing. It also discusses casting methods, nonferrous casting alloys, and atomization processes used to make metal powders.

This chapter discusses the processes involved in the heat treatment of steel, namely austenitizing, hardening, quenching, and tempering. It begins with an overview of austenitizing of steels by induction heating, followed by a discussion on the processes involved in transformation of the soft austenite into martensite or lower bainite in the hardening operation. The chapter provides information on various quenching systems and a description of quenching techniques, namely austempering, martempering, and patenting. Difficulties associated with hardening of steel are discussed. Further, the chapter describes the equipment used for and principal variables of tempering. It discusses the causes for various forms of embrittlement due to tempering. Information on multiple tempering, protective-atmosphere tempering, and selective tempering are also provided, along with processes involved in selection of tempering temperature. The chapter ends with a section discussing various effects, advantages, and disadvantages of precipitation hardening.

This chapter discusses the various methods used to join titanium alloy assemblies, focusing on welding processes and procedures. It explains how welding alters the structure and properties of titanium and how it is influenced by composition, surface qualities, and other factors. It describes several welding processes, including arc welding, resistance welding, and friction stir welding, and addresses related issues such as welding defects, quality control, and stress relieving. The chapter also covers mechanical fastening techniques along with adhesive bonding and brazing.

This chapter covers basic machining and assembly operations, with an emphasis on hole preparation for mechanical fasteners. It describes manual, power feed, and automated drilling techniques as well as reaming and countersinking. It discusses various types of fasteners, including rivets, pins, and bolts, along with selection factors and special considerations for composite joints. It also includes information on interference-fit and blind fasteners as well as trimming operations, general assembly considerations, and sealing and painting procedures.

A systematic procedure for minimizing risks involved in heat treated steel components requires a combination of metallurgical failure analysis and fitness for service with respect to safety and reliability based on risk analysis. This chapter begins with an overview of heat treat processing of steels. This is followed by sections on various aspects of heat treatment design and heat treating practices for minimizing distortion. Influence of design, steel grade, and condition is then illustrated in the examples of failures due to heat treatment. A procedure is analyzed to improve the performance of the design process of a component. A heat-transfer model, coupling with a phase transformation model, a thermomechanical model, and a thermochemical model, is also considered. The chapter further provides information on the failure aspects of and heat treatment procedures applied to welded components. It ends with a section on risk-based approach applicable to heat treated steel components.

This chapter discusses the compatibility problems that arise from chemical or physical interactions between liquefied gases and the common materials used in their production, storage, transportation, distribution, and use. The discussion covers the compatibility of materials with liquid oxygen and liquid fluorine. Hydrogen-environment embrittlement is unique to low-temperature hydrogen systems and is also discussed.

This chapter is largely a compendium of best practices and procedures for minimizing the effects of fatigue. It explains how to make products more resistant to fatigue by choosing the right materials and manufacturing processes, avoiding geometries and features that concentrate strains, preventing or removing surface damage, and by inducing compressive mean stresses that prolong fatigue life. It also discusses the use of property conditioning and restoration treatments, the benefits of interference fits and processes such as coaxing, the effects of assembly damage and operating overload, the importance of surface cleanliness and finish, and the role of inspection, testing, replacement, and repair in safe-life and fail-safe designs. Examples highlighting the benefits and potential pitfalls of proof loading tests are included as well.

This chapter discusses the particular corrosion problems encountered and the methods of control used in petroleum production and the storage and transportation of oil and gas up to the refinery. It begins by describing those aspects of corrosion that tend to be unique to corrosion as encountered in applications involving oil and gas exploration and production. This is followed by a section reviewing the methods of corrosion control, namely the proper selection of materials, protective coatings, cathodic protection systems, use of inhibitors, use of nonmetallic materials, and control of the environment. The chapter ends with a discussion on the problems encountered and protective measures that are based on the state-of-the-art as practiced daily by corrosion and petroleum engineers and production personnel.

Rolling is unique in that it cannot be conducted without friction. Friction draws the workpiece into the roll gap and facilitates its passage through the deformation zone. This chapter provides an overview of the mechanics and tribology of flat rolling processes and explains how various aspects of the theory apply to shape rolling as well. It derives numerous equations and models to help quantify the forces, torque, and power involved in rolling operations and the associated heating, slip, strain distribution, and deformation in both the workpiece and rolls. It describes the friction and wear that occur in hot and cold rolling under hydrodynamic and mixed-film lubrication; the influence of viscosity, film thickness, rolling speed, interface pressure, pass reduction, and lubricant breakdown; and the effect of surface finish and defects. The chapter also provides best practices for evaluating, applying, and treating lubricants for industrially important materials including iron-base, nickel-base, and aluminum alloys.