This chapter covers the fundamentals of metal flow and the tools and techniques used to predict and control it. It begins by illustrating the local state of stress in a metal cylinder during upset forging and showing how stress components can be expressed in matrix form. It then explains how to determine the onset of yielding, which corresponds to the start of plastic deformation and the flow of metal within the workpiece. The chapter then goes on to present two important yield criteria, one based on shear stress (Tresca criterion), the other on distortion energy (von Mises criterion). It compares and contrasts the two methods and demonstrates their use as flow rules. It also explains how to calculate effective strain and strain rate and includes a brief discussion on the mechanical energy consumed during deformation.

The design and optimization of sheet metal forming operations is aided by tools and techniques that have been developed and refined over several decades. This chapter covers many of these methods and practices and explains where and how they are used. It begins by showing how the stress state at any point in a material can be expressed in different ways for different purposes. It then compares and contrasts some of the more widely used yield criteria and demonstrates the use of flow rules. It also explains how to calculate power, energy, and effective strain and strain rate and how hardening laws are used to predict strain-hardening behaviors.

This chapter discusses the factors that influence the load-deformation relationship at the heart of most metal forming operations. It describes the changes that occur in tensile test samples and the various ways test data can be plotted and analyzed, particularly for design purposes. It discusses the effect of normal and planar anisotropy, the development and use of flow stress curves, and how formability is usually measured and expressed. It explains how formability measurements serve as a guide for process and tool design engineers as well as others. It also discusses the development and use of forming limit curves and the extensive amount of information they provide.

This chapter deals with the effects of fatigue in rotating shafts subjected to elastic and plastic strains associated with bending stresses. It begins with a review of the basic approach to treating low-cycle fatigue in bending, explaining that the assumption that stress is proportional to strain is incorrect due to plastic flow, causing considerable discrepancy between measured and calculated stresses. Data plots of the axial and bending fatigue characteristics of a 4130 steel help illustrate the problem. A closed-form solution is then presented and used to analyze the effects of flexural bending on solid as well as hollow rectangular and round bars. The chapter also discusses the difference in the treatment of a rotating shaft in which all surface elements undergo the same stress and strain and a nonrotating shaft in which a few surface elements carry most of the load. The difference, as explained, is due to the volumetric effect of stress in fatigue.

Hydrogen damage is a form of environmentally assisted failure that results most often from the combined action of hydrogen and residual or applied tensile stress. This chapter classifies the various forms of hydrogen damage, summarizes the various theories that seek to explain hydrogen damage, and reviews hydrogen degradation in specific ferrous and nonferrous alloys. The preeminent theories for hydrogen damage are based on pressure, surface adsorption, decohesion, enhanced plastic flow, hydrogen attack, and hydride formation. The specific alloys covered are iron-base, nickel, aluminum, copper, titanium, zirconium, vanadium, niobium, and tantalum alloys.

This chapter discusses the role of plastic deformation in forging and the effect of strain and strain rate on metal flow. It demonstrates the use of stress tensors and shows how metal flow can be represented qualitatively by the displacement of volume elements and quantitatively by the distribution of velocity components and strain rates. It describes the conditions associated with homogeneous deformation in a frictionless upset forging and explains how they can also be obtained using engineering and true stress-strain curves.

This chapter focuses on the processes and mechanisms involved in fatigue. It begins with a review of some of the early theories of fatigue and the tools subsequently used to obtain a better understanding of the fatigue process. It then explains how plasticity plays a major role in creating dislocations, breaking up grains into subgrains, and causing microscopic imperfections to coalesce into larger flaws. It also discusses the factors that contribute to the development and propagation of fatigue cracks, including surface deterioration, volumetric and environmental effects, foreign particles, and stresses generated by rolling contact.

The key to any successful part development is the proper choice of material, process, and design matched to the part performance requirements. This article presents examples of reliable material performance indicators and common practices to avoid. Simple tools and techniques for predicting plastic part performance (stiffness, strength/impact, creep/stress relaxation, and fatigue) integrated with manufacturing concerns (flow length and cycle time) are demonstrated for design and material selection.

This chapter discusses the basic differences between direct and indirect extrusion, the application of plastic theory, the significance of strain and strain rate, friction, and pressure, and factors such as alloy flow stress and extrusion ratio, which influence the quality of material exiting the die and the amount of force required.

This article presents six case studies of failures with steel forgings. The case studies covered are crankshaft underfill; tube bending; spade bit; trim tear; upset forging; and avoidance of flow through, lap, and crack. The case studies illustrate difficulties encountered in either cold forging or hot forging in terms of preforge factors and/or discontinuities generated by the forging process. Supporting topics that are discussed in the case studies include validity checks for buster and blocker design, lubrication and wear, mechanical surface phenomenon, forging process design, and forging tolerances. Wear, plastic deformation processes, and laws of friction are introduced as a group of subjects that have been considered in the case studies.

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.

Metals are used in many engineering applications because of their mechanical properties, particularly strength and ductility. This chapter explains how mechanical properties are measured and how to interpret the results. It describes the most widely used tests, including tensile tests; Rockwell, Brinell, Vickers, and Knoop hardness tests; and Charpy V-notch impact tests. The chapter also provides information on loading conditions that can lead to fatigue failure, and in some cases, counteract or prevent it.

This chapter explains why it is sometimes necessary to separate inelastic from elastic strains and how to do it using one of two methods. It first discusses the direct calculation of strain-range components from experimental data associated with large strains. It then explains how the method can be extended to the treatment of very low inelastic strains by adjusting tensile and compressive hold periods and continuous cycling frequencies. The chapter then begins the presentation of the second approach, called the total strain-range method, so named because it combines elastic and inelastic strain into a total strain range. The discussion covers important features, procedures, and correlations as well as the use of models and the steps involved in predicting thermomechanical fatigue (TMF) life. It also includes information on isothermal fatigue, bithermal creep-fatigue testing, and the predictability of the method for TMF cycling.

The mechanical behavior of a material is its response to an applied load or force. Important mechanical properties are strength, hardness, stiffness, and ductility. This chapter discusses three principal ways in which these properties are tested: tension, compression, and shear. Important tensile properties that can be determined by the tensile test include yield strength, ultimate tensile strength, ductility, resilience, and toughness. The chapter describes the effects of stress concentrations on ductile metals under cyclic loads. Other topics covered include combined stresses, yield criteria, and residual stresses of metals.

This appendix provides supplemental information on the metallurgical aspects of atomic structure, the use of dislocation theory, heat treatment processes and procedures, important engineering materials and strengthening mechanisms, and the nature of elastic, plastic, and creep strain components. It also provides information on mechanical property and fatigue testing, the use of hysteresis energy to analyze fatigue, a procedure for inverting equations to solve for dependent variables, and a method for dealing with the statistical nature of failure.

This chapter discusses the stress-strain response of materials, how it is measured, and how it used to set performance expectations. It begins by describing the common tensile test and how it sheds light on the elastic design of structures as well as plasticity and fracture behaviors. It explains how engineering and true stress-strain curves differ, how one is used for design and the other for analyzing metal forming operations. It discusses the effect of holes, fillets, and radii on the distribution of stresses and the use of notch tensile testing to detect metallurgical embrittlement. The chapter also covers compression, shear, and torsion testing, the prediction of yielding, residual stress, and hardness.

Steels with martensitic and tempered martensitic microstructures, though sometimes perceived as brittle, exhibit plasticity and ductile fracture behavior under certain conditions. This chapter describes the alloying and tempering conditions that produce a ductile form of martensite in low-carbon steels. It also discusses the effect of tempering temperature on the mechanical behavior and deformation properties of medium-carbon steels.

This article introduces the subject of fractography and how it is used in failure analysis. The discussion covers the structure of and fracture and crack-propagation behavior of polymeric materials, the distinction between the ductile and brittle fracture modes on the basis of macroscopic appearance, and the examination and interpretation of the features of fracture surfaces. In addition, the article considers several cases of field failure in various polymers to illustrate the applicability of available analytical tools in conjunction with an understanding of failure mechanisms.

This chapter provides an overview of the tools and techniques used to examine failure specimens and the wealth of information that can be obtained from fracture surfaces, cracks, wear patterns, and other such features. It discusses the use of metallography, fractography, and optical and electron microscopy. It presents a number of images recorded using these methods and explains what they reveal about the mode of fracture and the state of the component prior to failure.

Temperature and deformation gradients developed in the course of manufacturing can have undesired effects on the microstructures along their path; the two most common being residual stress and distortion. This chapter discusses these manufacturing-related problems and how they can be minimized by heat treatments. It also provides information on residual stress evaluation and prediction techniques.