This chapter provides a practical overview of the tools and techniques used to assess the tribological aspects of metal forming processes. It describes test methods that have been developed to evaluate bulk deformation and sheet metal forming processes along with lubricant rheology, friction forces, and stress and strain distributions. It explains how to measure temperature between tooling and workpiece surfaces as well as surface topography and composition, film thickness, and wear. It also discusses the benefits of reduced-scale and simulation testing and the transfer of results from one process to another.

This chapter discusses the basic principles of friction and the factors that must be considered when determining its effect on moving bodies in contact. It provides an extensive amount of friction data, including static and kinetic friction coefficients for numerous combinations of engineering materials and coatings. It also describes the causes and effects of the most common forms of wear, the conditions under which they occur, the role of lubrication, and wear testing methods.

This chapter discusses the processes and procedures involved in tribotesting, the significance of test parameters and conditions, and practical considerations including test metrics and measurements and the interpretation of wear damage. It also describes the different types of erosion tests in use and common approaches for adhesive wear and abrasion testing.

This chapter identifies the primary causes of service failures and discusses the types of defects from which they stem. It presents more than a dozen examples of failures attributed to such causes as design defects, material defects, and manufacturing or processing defects as well as assembly errors, abnormal operating conditions, and inadequate maintenance. It also describes the precise usage of terms such as defect, flaw, imperfection, and discontinuity.

This chapter discusses the similarities and differences of forging and forming processes used in the production of wrought superalloy parts. Although forming is rarely concerned with microstructure, forging processes are often designed with microstructure in mind. Besides shaping, the objectives of forging may include grain refinement, control of second-phase morphology, controlled grain flow, and the achievement of specific microstructures and properties. The chapter explains how these objectives can be met by managing work energy via temperature and deformation control. It also discusses the forgeability of alloys, addresses problems and practical issues, and describes the forging of gas turbine disks. On the topic of forming, the chapter discusses the processes involved, the role of alloying elements, and the effect of alloy condition on formability. It addresses practical concerns such as forming speed, rolling direction, rerolling, and heat treating precipitation-hardened alloys. It presents several application examples involving carbide-hardened cobalt-base and other superalloys, and it concludes with a discussion on superplasticity and its adaptation to commercial forging and forming operations.

This chapter discusses the types of failures that can occur in sheet metal forming tools and explains how to mitigate their effects. It describes the factors that influence galling and wear and the benefits of special treatments and coatings. It provides information on through hardening, case (surface) hardening, and nitriding as well as hard chrome plating, vapor deposition, and thermal diffusion coating. It explains how to measure wear resistance using various tests and provides guidelines for selecting tool materials, treatments, and coatings.

This chapter discusses the progress that has been made in the development of superalloy operating temperatures, properties, and performance. It also provides forward-looking projections based on advances in process modeling, alloying, and production techniques.

This article focuses on friction and wear as they relate to polymeric materials, covering friction and wear applications for polymeric materials. The discussion covers the causes and mechanisms of friction, wear, and lubrication; different test methods developed to simulate friction and wear mechanisms; and friction and wear test data used for polymeric materials.

This appendix is a glossary of terms and definitions associated with sheet metal forming.

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.

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 describes tensile testing of advanced ceramic materials, a category that includes both noncomposite, or monolithic, ceramics and ceramic-matrix composites (CMCs). The chapter presents four key considerations that must be considered when carrying out tensile tests on advanced monolithic ceramics and CMCs. These include effects of flaw type and location on tensile tests, separation of flaw populations, design strength and scale effects, and lifetime predictions and environmental effects. The chapter discusses the advantages, problems, and complications of four basic categories of tensile testing techniques as applied to ceramics and CMCs. These categories are true direct uniaxial tensile tests at ambient temperatures, indirect tensile tests, tests where failure is presumed to result from tensile stresses, and high-temperature tensile tests.

This chapter discusses the development and use of microstructure models for optimizing superalloy forging operations. It describes how the processes that control grain structure evolution during hot working were used in model formulation and compares predicted microstructures with experimental results.

This chapter addresses the hardware requirements for filament winding, from elementary processing equipment to more advanced systems. The chapter describes the equipment, defines how it is best used, and presents real-life examples. It describes a helical horizontal filament winding machine system and a vertical winding machine. The chapter provides information on in-plane (polar) winders and several types of creels, namely stationary and no twist, rotating, braking, and combinations thereof. Comprehensive descriptions of mandrel designs used in filament winding are presented in text and illustration. The chapter also reviews process control of filament winding parameters, including for some specialized winding processes and unique component types.

Corrosion testing and monitoring are powerful tools in the fight to control corrosion. This chapter provides a general overview of three major categories of corrosion tests, namely laboratory tests, pilot-plant tests, and field tests. It begins with brief sections describing the purposes of corrosion tests, the logical steps in a test program, and the preparation and cleaning of test specimens. The focus then moves on to discuss the types and applications of these test categories and the associated evaluation procedures. Excluding electrochemical tests which are addressed separately in this chapter, the other laboratory tests covered under this category are simulated atmosphere tests, salt-spray tests, and immersion tests. Only corrosion testing in the atmosphere is discussed in the section on field tests. Corrosion monitoring techniques are finally considered, covering the characteristics of corrosion monitoring techniques, the factors to be considered in selecting a corrosion-monitoring method, and the strategies in corrosion monitoring.

Coil design for induction heating has been developed and refined over time based on the theoretical principles applied in practice to several simple inductor geometries such as the classical solenoidal coil. This chapter reviews the fundamental considerations in the design of inductors and describes some of the most widely used coils and common design modifications. Specialty coil designs for specific applications are also discussed. The chapter concludes with sections devoted to coil fabrication and design of power-supply leads.

This chapter discusses the selection, use, and integration of methods to control process variables in induction heating, including control of workpiece and processing temperature and materials handling systems. The discussion of temperature control includes a review of proportional controllers and heat-regulating devices. Integration of control functions is illustrated with examples related to heating of steel slabs, surface hardening of steel parts, vacuum induction melting for casting operations, and process optimization for electric-demand control. Distributed control within larger manufacturing systems is discussed. The chapter also covers nondestructive techniques for process control and methods for process simulation.

This chapter provides an overview of the possible mechanisms of failure for heat treated steel components and discusses the techniques for examining fractures, ductile and brittle failures, intergranular failure mechanisms, and fatigue. It begins with a description of the general sources of component failure. This is followed by a section on the stages of a failure analysis, which can proceed one after the other or occur at the same time. These stages of analysis are collection of background data, preliminary visual examination, nondestructive testing, selection and preservation of specimens, mechanical testing, macroexamination, microexamination, metallographic examination, determination of the fracture mechanism, chemical analysis, exemplar testing, and analysis and writing the report. The chapter ends with a discussion on various processes involved in the determination of the fracture mechanism.