This chapter describes the properties and attributes of various classes of metalworking lubricants, including mineral oils; natural oils, fats, derivatives, and soaps; synthetic fluids (olefins, esters, polyglycols, ionic liquids); compounded lubricants (oils, greases, fats); aqueous lubricants (emulsions, synthetics, solutions); and a wide range of coatings and carriers. It also discusses solid-film lubricants (oxide films, polymer films, layer-lattice compounds) and environmental and safety concerns.

Generally, binders consist of at least three ingredients: a backbone to provide strength (compounds such as polyethylene, polypropylene, ethylene vinyl acetate, and polystyrene); a filler, such as polyacetal and paraffin wax, to occupy space between particles; and additives, such as stearates, stearic acid, or magnesium stearate, as well as phosphates and sulfonates, to adjust viscosity, lubricate tooling, disperse particles, or induce binder wetting of the powder. In the case of binders deposited via ink jet printing, the binder contains solvents to lower the viscosity for easier jetting. The chapter provides a detailed description of these constituents. The requirements of a binder as well as the factors determining the physical and thermal properties of polymers are discussed. Then, two factors associated with solvation of polymers, namely solubility parameter and wetting, are covered. The chapter ends with information on the specification of polymers used in binders.

Organic coatings (paints and plastic or rubber linings), metallic coatings, and nonmetallic inorganic coatings (conversion coatings, cements, ceramics, and glasses) are used in applications requiring corrosion protection. These coatings and linings may protect substrates by three basic mechanisms: barrier protection, chemical inhibition, and galvanic (sacrificial) protection. This chapter begins with a section on organic coating and linings, providing a detailed account of the steps involved in the coating process, namely, design and selection, surface preparation, application, and inspection and quality assurance. The next section discusses the methods by which metals, and in some cases their alloys, can be applied to almost all other metals and alloys: electroplating, electroless plating, hot dipping, thermal spraying, cladding, pack cementation, vapor deposition, ion implantation, and laser processing. The last section focuses on nonmetallic inorganic coatings including ceramic coating materials, conversion coatings, and anodized coatings.

This chapter reviews the basic theory of lubrication in the context of metal forming applications. It discusses the rheological properties of fluids and their effect on fluid-film thickness at pressures, temperatures, and loading conditions typical of metal working processes. It describes the three lubrication regimes (boundary, mixed, and hydrodynamic) of a Stribeck curve and the forces that maintain surface separation. It also discusses mixed, elastohydrodynamic, plastohydrodynamic, and solid or semi-solid lubrication, the effects of starvation and frictional instabilities, and the role of elastic deflection and ultrasonic vibration.

This chapter provides details on several specific binder formulations and a discussion of basic binder design concepts. The focus is on customization of the feedstock response to heating, pressurization, or solvent exposure for a specific shaping process. The discussion starts with the requirements of a binder system, the historical progression of binder formulations, and the use of binder alternatives to adapt to specific applications. The importance of binder handling strength to shape preservation is emphasized. The chapter provides information on the binders used for room-temperature shaping, namely slurry and tape casting systems.

Adhesive bonding is a widely used industrial joining process in which a polymeric material is used to join two separate pieces (the adherends or substrates). This chapter begins with a discussion on the advantages and disadvantages of adhesive bonding, followed by a section providing information on the theory of adhesion. The chapter then describes the considerations for designing adhesively bonded joints and for testing or characterizing adhesive materials. The following section covers the characteristics of the most important synthetic adhesive systems and five groups of adhesives, namely structural, hot melt, pressure sensitive, water based, and ultraviolet and electron beam cured. The chapter ends with a discussion on some general guidelines for adhesive bonding and the basic steps in the adhesive bonding process.

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 explains how polymeric adhesives are applied to composite as well as metal parts, forming bonded structures. It describes surface preparation practices and techniques, epoxy selection and use, and bonding procedures.

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.

This chapter reviews the knowledge of the field of gear tribology and is intended for both gear designers and gear operators. Gear tooth failure modes are discussed with emphasis on lubrication-related failures. The chapter is concerned with gear tooth failures that are influenced by friction, lubrication, and wear. Equations for calculating lubricant film thickness, which determines whether the gears operate in the boundary, elastohydrodynamic, or full-film lubrication range, are given. Also, given is an equation for Blok's flash temperature, which is used for predicting the risk of scuffing. In addition, recommendations for lubricant selection, viscosity, and method of application are discussed. The chapter discusses in greater detail the applications of oil lubricant. Finally, a case history demonstrates how the tribological principles discussed in the chapter can be applied practically to avoid gear failure.

This chapter is a compilation of terms and definitions related to corrosion in the petrochemical industry.

This chapter provides a detailed account of corrosion inhibitors for oil and gas production. It begins by discussing some of the demands of competitive industry on inhibitor formulations. It then describes the varying characteristics of oil wells, gas wells, water injection systems, and pipelines. The following sections provide information on the factors influencing corrosivity of produced fluids and the methods of inhibitor application. The chapter discusses the primary causes of corrosion problems and inhibition in waterfloods and provides an overview of bacteria-induced corrosion. Various laboratory testing methods of corrosion inhibitors and the methods used to monitor corrosion rates and inhibitor effectiveness are also presented. The chapter ends by providing information on quality control of inhibitors and computerization of inhibitor treating programs.

All materials are susceptible to corrosion or some form of environmental degradation. Although no single material is suitable for all applications, usually there are a variety of materials that will perform satisfactorily in a given environment. The intent of this chapter is to review the corrosion behavior of the major classes of metals and alloys as well as some nonmetallic materials, describe typical corrosion applications, and present some unique weaknesses of various types of materials. It also aims to point out some unique material characteristics that may be important in material selection, and discuss, where appropriate, the characteristic forms of corrosion that attack specific materials. The materials addressed in this chapter include carbon steels, weathering steels, and alloy steels; nickel, copper, aluminum, titanium, lead, magnesium, tin, zirconium, tantalum, niobium, and cobalt and their alloys; polymers; and other nonmetallic materials, including rubber, carbon and graphite, and woods.

This chapter covers the practices and procedures used for shape casting metals and alloys. It begins with a review of the factors that influence solidification and contribute to the formation of casting defects. It then describes basic melting methods, including induction, cupola, crucible, and vacuum melting, and common casting techniques such as sand casting, plaster and shell casting, evaporative pattern casting, investment casting, permanent mold casting, cold and hot chamber die casting, squeeze casting, semisolid metal processing, and centrifugal casting.

This chapter provides details on powder-binder processing for three materials, namely precipitation-hardened 17-4 PH stainless steel, cemented carbides, and alumina. The types of powders, binders, feedstock, shaping processes, debinding, sintering cycles, compositions, microstructure, distortion, postsintering treatments, and mechanical properties are presented for each. The shaping options include powder-binder approaches such as binder jetting, injection molding, extrusion, slip and slurry casting, centrifugal casting, tape casting, and additive manufacturing. Sintering options are outlined with respect to attaining high final properties.

This chapter covers the mechanics and tribology of sheet metalworking processes, including shearing, bending, spinning, stretching, deep drawing, ironing, and hydroforming. It explains how to determine friction, wear, and lubrication needs based on process forces, temperatures, and strains and the effects of strain hardening on workpiece materials. It presents test methods for evaluating process tribology, describes lubrication and wear control approaches, and discusses the factors, such as surface roughness, lubricant breakdown, and adhesion, that can lead to galling and other forms of wear. It also provides best practices for selecting, evaluating, and applying lubricants for specific materials, including steels, stainless steels, and aluminum and magnesium alloys.

This chapter describes the applications with the greatest impact on titanium consumption and global market trends. It explains where, how, and why titanium alloys are used in aerospace, automotive, chemical processing, medical, and military applications as well as power generating equipment, sporting goods, oil and gas production, and marine vessels.

This chapter outlines the step-by-step processes by which materials are selected in order to prevent or control corrosion and includes information on materials that are resistant to the various forms of corrosion. The various forms of corrosion covered are general (uniform) corrosion, localized corrosion, galvanic corrosion, intergranular corrosion, stress-corrosion cracking, hydrogen damage, and erosion-corrosion. In addition, the economic importance of cost-effective materials selection is also considered.