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 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 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 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.

Sheet metal spinning is a forming technique that produces axially symmetric hollow bodies with nearly any contour. It is often used in combination with flow forming and shear spinning to manufacture a wide range of complex parts. This chapter describes the operating principles, stress states, and failure modes of each process along with typical applications and tooling requirements.

The technology of fabricating composite hardware and structures by filament winding has evolved empirically through the development and manufacturing of specific components. This chapter reviews areas of technology used in building composite parts and discusses the processes from which the current technology was derived. The discussion covers quality control requirements for composite fabrication technology and cleanliness standards in the workplace. It describes technology developed for specific components, including satellites struts, aircraft hydraulic cylinders, drill pipe, drive shafts, couplings, and cryogenic tubing.

Metal removal processes for gear manufacture can be grouped into two general categories: rough machining (or gear cutting) and finishing (or high-precision machining). This chapter discusses the processes involved in machining for bevel and other gears. The chapter describes the type of gear as the major variable and discusses the machining methods best suited to specific conditions. Next, the chapter provides information on gear cutter material and nominal speeds and feeds for gear hobbing. Further, it describes the cutting fluids recommended for gear cutting and presents a comparison of steels for gear cutting. The operating principles of computer numerical control and hobbing machines are also covered. This is followed by sections that discuss the processes involved in grinding, honing, and lapping of gears. Finally, the chapter provides information on the superfinishing of gears.

Most integrated titanium mills have primary working equipment designed specifically for titanium. This chapter describes the forging, rolling, and extruding equipment used to produce titanium mill products and sheds light on the corresponding process, structure, property relationships.

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

This chapter discusses the effects of hot working on the structure and properties of steel. It explains how working steels at high temperatures promotes diffusion, which helps close cavities and pores, and how it changes the shape and distribution of segregates, offsetting their effect. It describes the effect of hot working on nonmetallic inclusions and the many properties influenced by them. It discusses the recrystallization mechanism by which hot working produces microstructural changes and explains how to control it by adjusting temperature, degree of reduction, and cooling rates. It describes special cases of segregation, including banding and why it occurs, and the application of closed die forging. The chapter also presents several examples of hot working defects, including forging laps, cracks, and overheated or burned steel.

This chapter discusses the factors that must be considered when selecting a lubricant for sheet metal forming operations. It begins with a review of lubrication regimes and friction models. It then describes the selection and use of sheet metal forming lubricants, explaining how they are applied and removed and how their pressure and temperature ranges can be extended by performance enhancing additives. The chapter also explains how sheet metal forming lubricants are evaluated in the laboratory as well as on the production floor and how tribological tests are conducted to simulate stamping, deep drawing, ironing, and blanking operations.

This chapter begins with a description of the requirements of tooling and tooling material for hot extrusion. It covers the processes of designing tool and die sets for direct and indirect extrusion. Next, the chapter provides information on extrusion tooling and die sets for direct external and internal shape production and tools for copper alloy extrusion. Further, it addresses design, calculation, and dimensioning of single-piece and two-part containers and describes induction heating for containers. Information on static- and elastic-based analysis and dimensioning of containers loaded in three dimensions is provided. Examples of calculations for different containers, along with their stresses and dimensions, are presented and the manufacture, operation, and maintenance of containers are described. The chapter further discusses the properties and applications of hot working materials for the manufacture of extrusion tooling and of different extruded materials for the manufacture of extrusion tooling for direct and indirect forming.

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.

The machinery and equipment required for rod and tube extrusion is determined by the specific extrusion process. This chapter provides a detailed description of the design requirements and principles of machinery and equipment for direct and indirect hot extrusion. It then covers the presses and auxiliary equipment for tube extrusion, induction furnaces for billet processing, handling systems for copper and aluminum alloy products, extrusion cooling systems, and age-hardening ovens. Next, the chapter describes the principles and applications of equipment for the production of aluminum and copper billets. Then, it focuses on process control in both direct and indirect hot extrusion of aluminum alloys without lubrication. The chapter describes the technology of electrical and electronic controls in the extrusion process. It ends with a discussion on the factors that influence the productivity and quality of the products in the extrusion process and methods for process optimization.

This chapter opens with a discussion of the classification of rod and tube extrusion processes. The standard processes involve hot working (extrusion at temperatures above room temperature), but some specialized cold working processes are also used for rod and tube extrusion. The next section reviews principles, variations, thermal conditions, axial load calculation, material flow, and applications of direct extrusion and indirect extrusion, with examples provided for extrusion of aluminum and copper alloys. Next, the chapter focuses on the process principles, advantages, and applications of conventional hydrostatic extrusion and thick film processes. This is followed by sections providing information on the special extrusion processes, namely conform process and cable sheathing. The chapter ends with a discussion on direct and indirect tube extrusion.

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.