The qualities that make superalloys excellent engineering materials also make them difficult to machine. This chapter discusses the challenges involved in machining superalloys and the factors that determine machinability. It addresses material removal rates, cutting tool materials, tool life, and practical issues such as set up time, tool changes, and production scheduling. It describes several machining processes, including turning, boring, planing, trepanning, shaping, broaching, drilling, tapping, thread milling, and grinding. It also provides information on toolholders, fixturing, cutting and grinding fluids, and tooling modifications.

Beryllium’s machining characteristics are similar to those of heat-treated cast aluminum and chilled cast iron. Like the other materials, it can be turned, milled, drilled, bored, sawed, cut, threaded, tapped, and trepanned with good results. This chapter explains how these machining operations are conducted and describes the effect of tooling materials, cutting speeds, metal-removal rates, and other variables. It also explains how to assess and remove surface damage caused by machining such as microcracks and twins.

This chapter covers the practical aspects of machining, particularly for turning, milling, drilling, and grinding operations. It begins with a discussion on machinability and its impact on quality and cost. It then describes the dimensional and surface finish tolerances that can be achieved through conventional machining methods, the mechanics of chip formation, the factors that affect tool wear, the selection and use of cutting fluids, and the determination of machining parameters based on force and power requirements. It also includes information on nontraditional machining processes such as electrical discharge, abrasive jet, and hydrodynamic machining, laser and electron beam machining, ultrasonic impact grinding, and electrical discharge wire cutting.

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.

This chapter discusses the fatigue behavior of bolted, riveted, and welded joints. It describes the relative strength of machined and rolled threads and the effect of thread design, preload, and clamping force on the fatigue strength of bolts made from different steels. It explains where fatigue failures are likely to occur in cold-driven rivet and friction joints, and why the fatigue strength of welded joints can be much lower than that of the parent metal, depending on weld shape, joint geometry, discontinuities, and residual stresses. The chapter also explains how to improve the fatigue life of welded joints and discusses the factors that can reduce the fracture toughness of weld metals.

This chapter familiarizes readers with the machining characteristics of titanium and the implementation of machining and shaping processes. It explains why titanium alloys are more difficult to machine than other metals and how it impacts the equipment and procedures that can be used. It describes the basic machining requirements for titanium in terms of tool geometry and materials, machine setup rigidity, cutting speeds and feed rates, and surface conditions, and explains how the requirements are met in practice in milling, turning, drilling, surface grinding, and broaching operations. The chapter also covers chemical and electrochemical machining processes as well as flame cutting.

This chapter covers basic machining and assembly operations, with an emphasis on hole preparation for mechanical fasteners. It describes manual, power feed, and automated drilling techniques as well as reaming and countersinking. It discusses various types of fasteners, including rivets, pins, and bolts, along with selection factors and special considerations for composite joints. It also includes information on interference-fit and blind fasteners as well as trimming operations, general assembly considerations, and sealing and painting procedures.

This chapter focuses on the causes of gear failure under five major headings. These include basic material, focusing on steel, engineering, focusing on the integration of design, manufacturing, heat treatment, and service application.

This appendix provides an extensive amount of data corresponding to titanium machining processes, including sawing, turning, drilling, reaming, tapping, broaching, face milling, end milling, slotting, surface grinding, and thermal cutting.

This chapter begins with a review of some of the terms used in the gear industry to describe the design of gears and gear geometries. It then discusses the types of gears that operate on parallel shafts, intersecting shafts, and nonparallel and nonintersecting shafts. Next, the processes involved in the selection of gear are discussed, followed by information on the basic stresses applied to a gear tooth, the strength of a gear tooth, and the most widely used gear materials. Further, the chapter briefly reviews gear manufacturing methods and the heat treating processing steps including prehardening processes, through hardening, and case hardening processes.

Unlike conventional quench and temper heat treatment, austempering is an iron and steel heat-treatment process that enhances mechanical properties through the isothermal transformation of austenite with a minimum amount of quenching stresses. This chapter begins with a discussion of austemperability requirements. Then outlines of austenitizing and austempering cycles and resultant microstructures are presented. This is followed by sections discussing the mechanical properties, advantages, limitations, machinability, process variants, and applications of austempered ductile iron (ADI). Information on the growth of premachined ADI components is also provided. Further, the chapter describes two slightly different systems for austempering: atmospheric-salt and salt-salt systems. Finally, it presents general guidelines for component designers, casting manufacturers, and heat treaters to apply ADI more widely and with improved success.

Product design requires an understanding of the mechanical properties of materials, much of which is based on tensile testing. This chapter describes how tensile tests are conducted and how to extract useful information from measurement data. It begins with a review of the different types of test equipment used and how they compare in terms of loading force, displacement rate, accuracy, and allowable sample sizes. It then discusses the various ways tensile measurements are plotted and presents examples of each method. It examines a typical load-displacement curve as well as engineering and true stress-strain curves, calling attention to certain points and features and what they reveal about the test sample and, in some cases, the cause of the behavior observed. It explains, for example, why some materials exhibit discontinuous yielding while others do not, and in such cases, how to determine when yielding begins. It also explains how to determine other properties via tensile tests, including ductility, toughness, and modulus of resilience.

This chapter introduces the key powder fabrication attributes to assist in the identification of the right powders for an application. First, it describes the characteristics of engineering powders such as particle size distribution, powder shape and packing density, surface area, powder flow and rheology, and chemical analysis. The chapter then describes the general categories of powder fabrication methods, namely mechanical comminution, electrochemical precipitation, thermochemical reaction, and phase change and atomization. It provides information on the two largest contributors to powder price, namely raw material cost and conversion cost. The applicability of various processes to specific material systems is mentioned throughout this chapter.

This chapter focuses on the metallurgical factors governing the machinability of stainless steels. It begins by describing the chemistry, cleanliness, structure, processing history, and the cross-section size of the stock of the different grades of stainless steel. This is followed by a general description of the machining behavior of the stainless steel families, namely ferritic, martensitic, austenitic, precipitation hardening, duplex, and super stainless steels. The beneficial effect of controlled inclusions is then discussed. The chapter ends with a section providing information on high-speed tool steel and carbide tooling, along with tool coatings and coolants applicable to stainless steel.

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 discusses the various methods used to join titanium alloy assemblies, focusing on welding processes and procedures. It explains how welding alters the structure and properties of titanium and how it is influenced by composition, surface qualities, and other factors. It describes several welding processes, including arc welding, resistance welding, and friction stir welding, and addresses related issues such as welding defects, quality control, and stress relieving. The chapter also covers mechanical fastening techniques along with adhesive bonding and brazing.

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

Gear manufacture depends on machinery available, design specifications or requirements, cost of production, and type of material from which the gear is to be made. This chapter discusses the processes involved in methods for manufacturing gears, namely casting, forming, and forging.

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.