This chapter provides an introduction to metal forming processes and where they fit among the five general areas of manufacturing. It also discusses the basic differences between bulk deformation and sheet-metal forming processes and how they relate to hybrid forming processes such as drawing, bending, and coining.

This chapter provides a concise, design-oriented summary of more than 30 sheet forming processes within the categories of bending and flanging, stretch forming, deep drawing, blank preparation, and incremental and hybrid forming. Each summary includes a description and diagram of the process and a bullet-point list identifying relevant equipment, materials, variations, and applications. The chapter also discusses critical process variables, interactions, and components and the classification of sheet metal parts based on geometry.

This appendix contains flow stress data (in the form of flow curves) obtained by viscous pressure bulge tests conducted on various grades of sheet steel as well as aluminum and magnesium alloys.

This chapter provides a brief introduction to manufacturing processes used to produce metal parts and how they differ in terms of achievable geometries, tolerances, surface finishes, and production rate.

This chapter discusses the fundamentals of plastic deformation and the role of strain and strain rate in sheet metal forming processes. It describes the conditions associated with uniform deformation, the significance of engineering and true strain, the effect of volume constancy on the tensile response of isotropic and anisotropic materials, and how infinitesimal strains or strain rates are used to express and analyze instantaneous deformation and local stain. It also discusses the concept of principal strain and strain paths and explains how to determine, and when to use, equivalent strain and strain rate.

Forging machines vary based on factors such as the rate at which energy is applied to the workpiece and the means by which it is controlled. Each type has distinct advantages and disadvantages, depending on lot size, workpiece complexity, dimensional tolerances, and the alloy being forged. This chapter covers the most common types of forging machines, explaining how they align with basic forging processes and corresponding force, energy, throughput, and accuracy requirements.

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 presents two case studies; one demonstrating the use of finite-element analysis (FEA) in the design of a progressive die forming operation, the other explaining how software simulations helped engineers reduce thinning and eliminate cracking and deformation observed in clutch hubs formed using a three-step transfer die process. It also discusses the role of FEA and commercial software in the design of progressive dies.

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 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.

This chapter discusses the role of inverse analysis in providing input data for finite element simulations of metal forming processes. It describes the basic procedures for determining flow stress and friction by inverse analysis and for comparing experimental measurements with corresponding computed data. It also includes an example in which flow stress and friction were measured in compressed aluminum rings and the results used to verify the accuracy of predicted values.

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 describes joining by forming processes including riveting, clinching, crimping, and dieless joining techniques. It also discusses the fatigue behavior of clinched joints and the results of fatigue tests that compare clinched and spot welded joints.

This chapter discusses the factors that influence temperature in forging operations and presents equations that can be used to predict and control it. The discussion covers heat generation and transfer, the effect of metal flow, temperature measurement, testing methods, and the influence of equipment-related parameters such as press speed, contact time, and tooling geometries.

Separation of billets by shearing avoids material loss and is considerably faster than sawing or cutting. This chapter discusses the billet shearing process, the characteristics of sheared surfaces, and the effect of various operating parameters on surface quality. It also includes formulas for calculating shearing force, work, and power and describes various ways to increase production rates.

This chapter discusses the design and application of sheet forming presses. The discussion covers critical variables and design parameters, key components, basic machine configurations, and energy and load requirements. The chapter also discusses time-dependent characteristics, dimensional accuracy, and stiffness as well as die change procedures.

The load-displacement capabilities of a mechanical press are determined largely by the design of its drive mechanism or, more precisely, the linkage through which the drive motor connects to the slide. This chapter discusses the primary types of linkages used and their effect on force, velocity, and stroke profiles. It begins by describing the simplest drive configuration, a crankshaft that connects directly to the slide, and a variation of it that uses eccentric gears to alter the stroke profile. It then discusses the effect of adding a fixed link, knuckle joint, or toggle to the slider-crank mechanism and how gear ratios, component arrangements, and other design parameters affect slide motion. The chapter also explains how to assess load and energy requirements, time-dependent characteristics, and dimensional accuracy and discusses overload protection, shutheight adjustment, and slide counterbalancing as well.

This chapter discusses the types of sensors used in sheet forming operations and the information they provide. It explains how force sensors protect equipment from overloads due to tool wear, friction, and misfeeds, how displacement and proximity sensors help to prevent die crashes, how acoustic emission, ultrasonic, and eddy current sensors detect tool breakage and part defects such as cracks, and how roller ball and optical sensors measure material flow. It also discusses the role of draw-in, wrinkle, oil-monitoring, and vision sensors and explains how material properties can be derived in real time from various sensor outputs.

This chapter presents a relatively simple method for estimating forging loads and flow stresses. The method uses the slab analysis technique and accounts for material properties, friction and heat transfer, press ram speed, forging geometry, and billet and die temperatures. The chapter demonstrates the use of the method and compares the results with measured values.