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 deals with the mechanics and tribology associated with the extrusion of bars, sections, and tubes. It covers direct and indirect extrusion processes in detail and demonstrates the use of important equations, relationships, and measurements for determining pressure, force, material flow, friction, die wear, heat generation, and lubrication requirements. The chapter also provides information on hydrostatic, friction-assisted, and severe plastic deformation extrusion processes, discusses the cause of instabilities and defects, and explains how to select and apply lubricants to minimize friction and die wear when extruding steel, aluminum, copper, and refractory metals.

Forging is a deformation process achieved through the application of compressive stresses. During the stroke, pressures and velocities are continuously changing and the initial lubricant supply must suffice for the duration of the operation. Lubricant residues and pickup products also change with time, further complicating the analysis of friction and wear. This chapter provides a qualitative and quantitative overview of the mechanics and tribology of forging in all of its forms. It discusses the effects of friction, pressures, forces, and temperature on the deformation and flow of metals in open-die, closed-die, and impression-die forging and in back extrusion and piercing operations. It presents various ways to achieve fluid-film lubrication in upset forging processes and examines the cause of barreling, defect formation, and folding in the upsetting of cylinders, rings, and slabs. It also explains how to evaluate lubricants, friction, and wear under hot, cold, and warm forging conditions and how to extend die life and reduce defects when processing different materials.

In contrast to most plastic deformation processes, the shape of a machined component is not uniquely defined by the tooling. Instead, it is affected by complex interactions between tool geometry, material properties, and frictional stresses and is further complicated by tool wear. This chapter covers the mechanics and tribology of metal cutting processes. It discusses the factors that influence chip formation, including tool and process geometry, cutting forces and speeds, temperature, and stress distribution. It reviews the causes and effects of tool wear and explains how to predict and extend the life of cutting tools based on the material of construction, the use of cutting fluids, and the means of lubrication. It presents various methods for evaluating workpiece materials, chip formation, wear, and surface finish in cutting processes such as turning, milling, and drilling. It also discusses the mechanics and tribology of surface grinding and other forms of abrasive machining.

This chapter covers mechanical properties, microstructures, chemical compositions, manufacturing processes, and engineering of gating practices for several applications of gray, white, and alloyed cast irons. It begins with a description of material standards, followed by a section providing information on the practice of stress relieving. Next, the chapter details various ways of eliminating slag entrainment while designing gating and venting systems. Several factors related to the establishment of the optimum pouring rate and time are then covered. Further, the chapter discusses the technology of unalloyed or low-alloyed gray iron castings and white iron and high-alloyed cast irons. Finally, it describes the casting defects that are associated with cast iron and the processes involved in solving these defects. The article includes a number of figures illustrating the topics discussed.

This chapter provides information on various contributors to failure of carburized and carbonitrided components, with the primary focus on carburized components. The most common contributors covered include component design, selection of proper hardenability, increased residual stress, dimensional stability, and generation of quenching and grinding cracks. They also include insufficient case hardness and improper core hardness, influence of surface carbon content and grain size, internal oxidation, structure of carbides, and inclusion of noncarbide. Details on micropitting, macropitting, case crushing, pitting corrosion, and partial melting are also provided.

This chapter covers the mechanics and tribology of sheet metalworking processes, including shearing, bending, spinning, stretching, deep drawing, ironing, and hydroforming. It explains how to determine friction, wear, and lubrication needs based on process forces, temperatures, and strains and the effects of strain hardening on workpiece materials. It presents test methods for evaluating process tribology, describes lubrication and wear control approaches, and discusses the factors, such as surface roughness, lubricant breakdown, and adhesion, that can lead to galling and other forms of wear. It also provides best practices for selecting, evaluating, and applying lubricants for specific materials, including steels, stainless steels, and aluminum and magnesium alloys.