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 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 explains that the key to forging is understanding and controlling metal flow and influential factors such as tool geometry, the mechanics of interface friction, material characteristics, and thermal conditions in the deformation zone. It also reviews common forging processes, including closed-die forging, extrusion, electrical upsetting, radial forging, hobbing, isothermal forging, open-die forging, orbital forging, and coining.

This chapter discusses the design and operation of electromechanical servo-drive presses. It begins by comparing the operating flexibility of servo-press drives with that of their conventional counterparts. It then explains the difference between direct-drive and belt and screw-driven servo presses and describes some of the innovations and improvements made possible with high-torque servo motors. The chapter provides examples of how servo presses are used in blanking, warm forming, and other applications and compares the operating characteristics of two 1100-ton presses, one driven by servo motors, the other by a mechanical crank.

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 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.

Fatigue life analysis and crack growth life prediction require an accurate interpretation of the load spectrum. This appendix presents two methods for interpreting load spectra and provides several data plots and tables comparing fatigue test data with analytically predicted values.

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 describes aluminum applications in aircraft and space vehicles and the special alloys, tempers, and product forms required to meet the unique challenges of flight. It focuses on wrought alloys and products that comprise the bulk of aluminum aircraft structure. The chapter also provides a list of the aerospace alloys and their chemical compositions in common use as well as their application on aircraft.

This chapter provides basic engineering information on aluminum alloys with an emphasis on their use in applications where weight is a significant design factor. It discusses the advantages and limitations of various types of aluminum along with their compositions, designations, and achievable strengths. It explains how some alloys are hardened through solution strengthening and cold working, while others are strengthened by precipitation hardening. It also describes production and fabrication processes such as melting, casting, rolling, forging, forming, extruding, heat treating, and joining, and includes a section on the causes and effects of corrosion and how they are typically controlled.

Many companies conduct only metallurgical evaluations in the wake of failures, discovering nothing more than the physical mechanism by which the failure occurred. The origin of failures, however, is often complex, involving not only physical mechanisms, but also human behavior and latent factors. Failures may also involve multiple parts, entire machines, or processes of any size and shape. The chapter examines the unique aspects of many failures and explains how they can sometimes be traced to systemic issues. It also covers the reasons why products fail, including improper service or operation, improper maintenance, improper testing, assembly errors, fabrication or manufacturing errors, and design errors. The case of the Tacoma Narrows Bridge collapse is presented to illustrate the consequence of overlooked factors, in this case, wind dynamics, and the importance of identifying root causes to prevent repeat failures.

This chapter describes the nine steps of a failure investigation. The steps add detail to the problem-solving process introduced in Chapter 3. The first five steps are (1) understanding and negotiating the investigation goals, (2) obtaining an understanding of the failure, (3) objectively and clearly identifying all possible root causes, (4) evaluating the likelihood of each root cause, and (5) converging on the most likely root cause(s). Many failure investigations stop at this point, but significant value is provided in the next four steps, which are (6) identifying all possible corrective actions, (7) evaluating each corrective action, (8) selecting the optimal corrective action(s), and (9) evaluating the effectiveness of each corrective action. Each step is discussed in detail with examples along with information on the procedures to be followed and resources needed for the investigation.

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.

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.

Failure investigation is an integral part of any design and manufacturing operation, providing critical information to solve manufacturing problems and assist in redesigns. This chapter addresses several aspects of failure investigation, beginning with the challenges of organizing such efforts and the need to define a clear and concise goal, direction, and plan prior to the investigation. It covers the causes of failure and the training and education organizations require to understand and prevent them. The chapter emphasizes the importance of discovering the root cause of failures, and uses examples to explain the factors involved and how to recognize them when the first appear.

The refractory metals include niobium, tantalum, molybdenum, tungsten, and rhenium. These metals are considered refractory because of their high melting points, high-temperature mechanical stability, and resistance to softening at elevated temperatures. This article discusses the composition, properties, fabrication procedures, advantages and disadvantages, and applications of these refractory metals and their alloys. A comparison of some of the properties of the refractory metals with those of iron, copper, and aluminum is given in a table. The article concludes with a brief section on refractory metal protective coatings.

This appendix is a compilation of terms and definitions related to metallurgy.