METAL FORMING

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MINISTRY of EDUCATION and SCIENCE of UKRAINENATIONAL METALLURGY ACADEMY of UKRAINEV. N. DANCHENKOMETAL FORMINGDnepropetrovsk NMetAU 2007

MINISTRY of EDUCATION and SCIENCE of UKRAINENATIONAL METALLURGY ACADEMY of UKRAINEV. N. DANCHENKOMETAL FORMINGThe present book is recommended by the Ministryof education and science of Ukraine as a text-bookfor students of higher educational institutionsstudying along direction ''Metallurgy''Dnepropetrovsk NMetAU 2007

UDC 621.771Danchenko V.N. Metal forming: text-book. – Dnepropetrovsk: NMetAU,2007. – 183 p.Данченко В.Н. Обработка металлов давлением: Учебное пособие. –Днепропетровск: НМетАУ, 2007. – 183 с.The fundamental of metal forming theory, the theoriesof processes of rolling, forging and stamping as well as drawing and pressing (extrusion) have been given.The characteristics of the shop equipment for metalforming and technology of the main metal forming methodshave been given in separate sections.The text-book is intended for students of higher educational institutions, specialty "Metallurgy".Fig. 80. Таble 3. Reference list: 3.Приведены основы теории обработки металлов давлением, а также процессов: прокатки, ковки и штамповки, волочения, прессования.В отдельных разделах приведены я цехов обработки металлов давлением и технология основных видов обработки металлов давлением.Предназначено для студентов по направлению "Металлургия".Илл. 80. Табл. 3. Библиогр.: 3 назв.Reviewers: G.V. Levchenko, Doctor in engineering Sciences (The StateTechnical University, Dnieprodzerzhinsk)S.M. Zhuchkov, Doctor in engineering Sciences (Iron and SteelInstitute of Ukraine Academy of Sciences)V.P. Sokurenko, Doctor in engineering Sciences (The StateTube and Pipe Institute)ISBN 996-525-716-1 National metallurgyacademy of Ukraine, 2007 Danchenko V.N., 2007

3CONTENTINTRODUCTION .41. THE FUNDAMENTALS OF PLASTIC DEFORMATION OFFERROUS METALS, NON-FERROUS METALS AND ALLOYS .51.1. The types of metal forming .51.2. Mechanical properties of metals .71.3. Cold metal forming .101.4. Hot metal forming .161.5. External (contact) friction . 191.6. Stress and strain state in the processes of metal forming .221.7. Strain resistance and plasticity during hot metal forming .251.8. Determination of deforming stress in the processes of metal forming .311.9. The main laws of plastic deformation .332. THE THEORY OF METAL FORMING PROCESSES .392.1. Lengthwise (longitudinal) rolling .392.2. Continuous rolling .562.3. Screw rolling .612.4. Drawing . 702.5. Pressing (extrusion) .732.6. Smith (free) forging .792.7. Hot die forging .832.8. Sheet metal stamping .873. PROCESSES AND EQUIPMENT OF ROLLING. 913.1. Classification of the rolling mills .913.2. Equipment of the rolling shops . 974. SECTION AND SHEET MANUFACTURING .1044.1. Rolled-products range .1044.2. The main technological operations in the rolling shops .1074.3. Cogging-billet production .1084.4. Continuous casting billets manufacturing .1104.5. Shape and bar production .1124.6. Sheet production .1235. TUBE AND PIPE MANUFACTURING .1415.1. Tube and pipe range .1415.2. Seamless hot rolled tubes production .1425.3. Cold rolling of tubes .1505.4. Production of welded tubes .1556. DRAWING, PRESSING AND DIE FORGING PRODUCTION .1606.1. Drawing .1606.2. Pressing (extrusion) .1666.3. Smith forging .1716.4. Die forging .1746.5. Sheet metal stamping .177QUESTIONS FOR EXAMINATION .181REFERENCE LIST .183

4INTRODUCTIONMetal forming is the final stage of metallurgical manufacturing permitting to produce metal ware used in national economy as the finished products or as the billet for further processing. Metal forming is the main method of making metalproducts and semi-finished products. More than 90% of smelted metal is processed by different methods of metal forming.Plastic properties of metals are used during the process ofmetal forming. That is the ability to change without damage theshape and dimensions in hot and cold condition under the pressure of machining tools. The knowledge of metal forming rulespermits to realize the forming at optimum deformation regimesand to use the appropriate main and auxiliary equipment. Thevariety of methods and kinds of metal forming permits producing the wide range of metal products with high productivity,exact dimensions, required mechanical properties.The development of metallurgical manufacture has resulted in appearance of new kinds of metal forming where the processes of casting and hardening metal reduction are being combined.New technological processes of metal forming give thepossibility to shape the product at high strain rate, to obtain theproducts with especially high mechanical properties, to reducethe number of process stages and equipment used for it.

51. THE FUNDAMENTALS OF PLASTICDEFORMATION OF FERROUS METALS,NON-FERROUS METALS AND ALLOYS1.1. The types of metal formingRolling is the most commonly used and the most efficienttype of metal forming, which consists in deformation of metalby means of rotating rolls (Fig. 1.1, a, b, c); 75-80% of the totalquantity of smelted metal is being processed by rolling.abcefdghFig. 1.1. The schemes of the metal forming processes:a – lengthwise rolling; b – cross rolling; c – helical rolling (1, 2 – rolls; 3 – billet; 4 – shell; 5 – mandrel);d – smith forging; e – closed die forging; f – drawing;g – pressing (extrusion); h – sheet stamping

6The long length products of constant or variable crosssection along the product length are produced by method oflengthwise rolling. The direction of rolls rotation promotespulling the billet by means of friction forces to the gap betweenthe rolls where the billet is reduced in thickness. It results in increase of the length and the width of the billet. The rolls withsmooth surface are used for rolling plates and roll groovesforming the required shape of strip cross section – passes – areused for production of section bars – beams, channels, rails etc.During the process of cross rolling the rolls are rotating inthe same direction. The billet is fed in axial direction and it receives the rotational movement contacting the rolls. The billet isretained in rolls by special device during the process of rollingand reducing by rolls. The sections being the bodies of revolution such as balls, gears etc. are produced by cross rolling.The helical (skew) rolling is realized in barrel-shaped rollsrotating in the same direction and installed with some skewnessof axes. The billet feed in axial direction receives the rotationalmovement and simultaneously, due to the rolls skewness of axes, the translational movement ahead. During the process of billet rolling its diameter is reduced, the core of the billet becomes. The mandrel installed towards the billet movement direction allows to obtain the hollow product – the shell fromwhich the tube is produced by means of the further processing.Forging is a widely used method of metal forming. There isa free forging (Fig. 1.1, d) and closed die forging (Fig. 1.1, e).During the process of free forging the reduction of the forgingpiece height is realized between two parallel surfaces of hammer heads, and the flow of metal in the transverse direction isnot limited by the shape of the heads. The variety of the manufactured products shapes is achieved by the reduction of the billet in different directions, using of auxiliary operations of bending, twisting, drawing, piercing etc. The billet is placed to thecavity of one die part and under the action of another part of thedie the billet is filling the cavity taking its shape during the process of die forging. It makes the process of the product shapingsimpler and permits to increase the efficiency of forging.

7The drawing of the metals is used in manufacturing of smallsections and relatively long length products such as wire, rods,tubes (Fig. 1.1, f). The pointed end of the rod is pushed throughthe conical hole of the tool (drawing die), is clamped at the dieexit by clips or spooled and under the action of applied force isdrawn through the die with reduction of cross section area andcorresponding elongation. The drawing permits to obtain theproducts with exact dimensions and good quality of surface.Pressing is the method of product manufacturing bymeans of metal extrusion through the die hole (Fig. 1.1, g). It ismainly used in non-ferrous metallurgy and aviation industrywhere the shaped sections are produced from such materials asAl- and Ti-based hard-to-deform and low-plasticity alloys.Sheet stamping is the method of metal plastic processingin which the sheet and strip bars are used for product manufacturing (Fig. 1.1, h). The complex shape products with highstrength and rigidity and small mass are produced in the processof separating, shaping and assembly operations; they are widelyused in many sectors of national economy. Sheet stamping isthe highly efficient method of metal forming and has the widespreading.1.2. Mechanical properties of metalsForces and deformations during the hot and cold metalforming depend upon mechanical properties of processed materials, which in their turn depend upon the nature (chemicalcomposition, structure) of metal as well as upon the deformation conditions (temperature, degree and rate of deformation).Strength, elasticity, plasticity, impact strength and hardness are concerned to be the mechanical properties.The strength of the metal is interpreted as its ability tostand without damages applied loads at which the internal instresses metal do not exceed some limit value for the given

8metal. This value is called ultimate strength or ultimate resistance ( ult).The actual data about the mechanical properties of themetals may be obtained by means of testing the standard specimens according to the regulated by standards methods at roomand high temperatures. Linear stretching is one of the mostwidespread methods of testing. The diagram of the stresses conv Р/F0 changing during the process of deformation l/l0 100% (where conv is conventional value of stresses atload P correlated to the initial specimen cross-section area F0; l is the absolute elongation of specimen; l0 the initial length ofspecimen) is given on Fig. 1.2.Fig. 1.2. The diagram – at tensile testThe proportional connection between stresses and deformation according to Hook’s law (where Е is the modulusof elasticity) is taking place at the 0-1 area. The stress at thepoint 1 is called the proportional limit and designated as prop.At the area 1-2 the deformations are elastic (that is, they disappear after removing the load), but the connection between thestresses and deformations becomes nonlinear. The stress in thepoint 2 is called elastic limit and designated el. After point 2 theplastic (residual) deformation is beginning and in point 3 runs up

9to 0.2%. The stress corresponding to the position of point 3 iscalled conventional yield strength and designated as 0.2.The further deformation at the area 3-4 is accompanied by increasing of conventional stress (the effect of metal hardeningduring the process of deformation). If to relieve the load at anypoint A in the area 3-4, the total deformation А will be decreased for value el and the beginning of the diagram willmove to point О'. During the next loading the limit of materialplasticity is increasing and the plastic deformation begins onlyin the point А'. The variable value of stresses in the area 3-4 iscalled yield stresses yield.On reaching the maximum of conventional stresses in thepoint 4 the specimen deformation becomes irregular: the localreduction of cross section (the neck) is forming, conventionalstresses are reduced and the destruction is taking place in thepoint 5. The value of conventional stresses corresponding to thepoint 5 on the diagram is called the stress of breaking sep.If to take into account the change of cross section area ofspecimen during the process of stretching, which becomes considerable by the moment of neck formation, then the view ofdiagram will be changed (is shown by dotted line), the hardening of metal (the increase of stresses real Р/Freal) is going onup to the moment of destruction.In addition to the specimen strength indexes metal plasticity indexes are also determined during tensile test. Plasticity isthe property of metal to be deformed without damage. Plasticityindex is the maximum obtainable value of relative deformationbefore destruction. During the tensile test the relative elongationis considered to be the index of plasticity: Δl 100 % ,l0where l is the maximum value of absolute residual elongation.The shape of tested specimen influences the value of this index, ratio of the specimen length l0-to-diameter d0. The specimenswith the ratio l0/d0 5 or l0/d0 10 are used. The indexes of relativeelongation for this tests are indicated as 5 or 10.

10The plasticity properties of metals are evaluated by theindex of relative reduction: F0 F1 100 % ,F0where F1 is the area of cross section of the specimen at theplace of fracture.Besides tensile tests mechanical properties of metals maybe determined also by means of test for setting, twisting, impactbuckling as well as by different technological probes.The index of impact elasticity KCU is determined by thevalue of work A expended for fracture of the standard specimencorrelated to the area F of the specimen cross section at theplace of the cut: KCU A/F, J cm-2.The test for determination of impact elasticity is conducted on pendulum ram engines. The specimen is laid easily ontwo supports. The expended work for destruction of a specimenis determined according with the change of potential energy ofthe ram engine mass at the initial position and in the fixed position after deformation.Resistance to indentation into surface of different kinds ofinstruments is understood as metal hardness. There are differentmethods for hardness test in accordance to the used instruments. At the hardness test after Brinell HB, Rockwell HR andVickers HV the hardness is determined by the depth of intrusion of tempered steel or tungsten ball, diamond cone or pyramid into the tested material. The hardness according to ShoreHSD is determined at falling of steel head with diamond on theend in standard conditions and is measured in conventionalunits according to the height of the head rebound. This methodis convenient for application in production conditions.1.3. Cold metal formingPlasticity deformation mechanism

11The metals have the crystalline structure. As usual metalsconsist of a great number of crystals of different shape and sizes, which are called grains. Grains are combined between themselves as a single whole by the forces of inter atomic bond.Metal have the arrangement ordered and form lattice (Fig. 1.3).abcFig. 1.3. Types of some metals' lattices:a – face-centered cubic lattice;b – body-centered cubic lattice;c – hexagonal cubic latticeThe definite orientation of crystallographic axes causesanisotropy (distinction at different directions) of physical properties of crystals. But in case of disordered arrangement ofgrains in the metal volume, the physical properties at differentdirections are averaged and the body becomes as it was isotropic (quasi-isotropic).Under the action of tangential stresses the shear deformation in the cells of lattice is taking place. In case if the valueof atoms displacement of one layer relatively the other one exceeds the half of the inter atomic distance, the transition of atoms to the new position of stable equilibrium is taking place,that is the transition of atoms becomes irreversible, the metaldeformation will be residual – plastic. This mechanism of plastic deformation is called slipping (Fig. 1.4, a).Sliding represents the shear of one part of crystal relatively to another in some planes. As usual the slipping is going onsimultaneously in many parallel planes, in which connectionthe number of these planes is increasing as soon as the deform-

12ing force is increasing. As the result, the numerous slip bandsare formed (as the superfine layers). The sliding planes havedefinite crystallographic directions. The sliding planes are thoseFig. 1.4. Mechanisms of plastic deformation:a – slipping; b – twinningwith the greatest density of atoms distribution and the sliding isgoing on along the directions where the distance between atomshas the minimum value. The number of planes and directions ofsliding depends upon the type of lattice and in body-centeredlattice amounts to 14, in face-centered lattice – 4, in hexagonallattice – 2.The process of sliding is greatly facilitated due to the successive shear of atoms in the sliding plane in case of presenceof crystal lattice imperfection in real metals. Considerably lesser stresses are required for dislocation displacement in the planeof sliding in comparison the simultaneous shear of atoms alongthe whole plane. The distortion of planes of sliding is takingplace during the process of plastic deformation which makesthe deformation along these directions more difficult, the newshears are originating at the new directions. The deformation isstopped when all free directions for shears are used.The second mechanism of plastic deformation is twinning,which presents the shear of the crystal part with formation ofmirroring of one part of crystal regarding the other (Fig. 1.4, b).

13The twinning can be observed more often at lower temperaturesas well as at load impacts.The mechanism of plastic deformation of real metal (polycrystal) is much more complicated than of separate crystal. Thegrains of poly-crystal differ between themselves as to the shapeand sizes, may be differently oriented as to the deforming load,may have different mechanical properties. During the processof crystallization the intercrystalline layers are formed, whichdiffer from the main metal as to composition, structure and areenriched by admixtures. Two types of poly-crystal deformationare distinguished: transcrystalline (by grain) and intercrystalline (by grain boundaries). The first is passing by meansof sliding and twinning, the second by means of turning anddisplacement of some grains relatively to another one. The bothtypes of deformation are passing simultaneously.Since the grains have different orientation of the planesof slipping, the plastic deformation is starting not in all grainsat the same time. At first the grains are forming, which planesof sliding coincide with the directions of maximum shearstress action (Fig. 1.5, a, grains 1, 2, 3, 4). The rest of thegrains are turning during the process of deformation, theirplanes of sliding are orienting more favorably to the directionof maximum shear stress action, and they are also subjectedto deformation (Fig. 1.5, b). As the result the changing of thegrains form is going on: they are stretching out at the direction of the most intensive flow of metal (Fig. 1.5, c). Simultaneously with grains form change, the turning of sliding planeswith formation of similar crystallographic orientation ofgrains of deformed structure is taking place. This structure ofcold deformed metal is called texture and causes anisotropyof properties in poly-crystal.

14Fig. 1.5. Scheme of successive developmentof polycrystal plastic deformationMetal hardeningPlastic deformation of metal causes not only the change ofshape and sizes of billet during the process of cold plastic working (stamping, drawing, thin sheet rolling), but also the changeof physical-mechanical as well as chemical properties of themetal. The strength characteristics are increasing with increasing of deformation degree and plastic characteristics are decreasing (Fig. 1.6). Simultaneously the electric resistance is increasing and corrosion resistance and thermal conductivity aredecreasing; magnetic conductivity is decreasing and coerciveforce is increasing. As can be seen from Fig. 1.6, the differencebetween the yield strength and ultimate strength is decreasing withthe increasing of deformation degree, and at 70-90% deformationthe yield strength almost coincideswith ultimate strength.The aggregate of phenomenaconnected with change of mechanical and physical-chemical properties during the process of plasticdeformation is called hardening orwork-hardening of metal.The physical nature of hardFig. 1.6. Influence ofening is interpreted by the dislocadegree of deformationtion theory. The dislocationon mechanical propertiesmovement is not going freely inof the steel 08кп

15real metals .There are obstacles on the way of dislocations suchas interstitial atoms, precipitates of other phases, grain boundaries, intersection of sliding planes etc. The field of stressesaround the dislocations is resiliently interacting with the fieldaround the obstacles, and sliding in the given plane is shortstopping. To continue the deformation it is necessary to increase the deforming stress and the sliding will go along theless favorably oriented crystal planes. The interaction of latticedefects brings to formation of micro cracks, which are decreasing the plasticity of the metal.The hardening during the deformation permits to regulatethe final properties of metal products within the broad limits. Itis possible to increase the strength of the metal 2-3 times bymeans of cold plastic working. On the other hand the decreaseof plastic properties of the metal limits the possibility of conducting the further plastic forming and generates the need ofmetal heat treatment for renewing the plastic properties and reduction of strain resistance.The determination of yield stresses duringthe process of cold metal formingIt is necessary to use the experimental data about the mechanical characteristics of different metals obtained after different kinds of tests for accomplishing the engineering calculations of deforming forces during the processes of cold metalforming. These data are presented in standards for differentsteel grades and alloys with indication of delivery conditionsand the type of heat treatment. The considerable change of mechanical properties takes place during the process of deformation. The metal hardening comes with the increase of deformation rate. For determination of energy-power characteristicsat cold deformation of metals the data are needed to be presented about the mechanical properties of metals in non-coldhardened condition (at 20ºC) and in dependence on the deformation rate . These data for different metals are given in reference books in the form of diagrams of dependence of conven-

16tional yield strength on total deformation rate (in the form ofhardening curves). Besides that, for many steel grades and alloys the empirical formulas are given for determination of conventional yield strength as follows: yield yield0 a b,where yield0 – yield strength of non-deformed (annealed) metal;a, b – coefficient and index of deformation rate , %.For instance, for steel grade 45: yield 343 85 0.48 (МPа).For performing the calculations of metal forming processes the necessity of determination of the mean value of yieldstrength is arising within the specified interval of deformationfrom: init (initial value of deformation rate) up to fin (the finalvalue of deformation rate). Medium-integrated value of yieldstrength within this interval can be determined as follows: fin t d yieldav init fin init Т0a bfin 1 binit 1 .b 1 fin initThe value of the yield strength at desired initial deformation rate yield init can be determined as well as desired finitedegree of deformation yield fin according to the approximationformulas: for annealed metal and at small deformations: yield av ( yield init 2 yield fin)/3; for hardened metal: yield av ( yield init yield fin)/2.The influence of the deformation rate on the yield strengthis not taken into account during the process of cold deformation. But the very high deformation rates due to the evidentmetal heating yield stress of the work metal is rather decreasingduring the heat evolution.

171.4. Hot metal formingThe deformation is conducted in heated state for decreasing the strain resistance and increasing the plasticity of theworked metal. The rise in temperature no higher than (0.3-0.4)Тf(Тf – the metal fusion temperature in absolute scale, ºK) doesn’tbring the structure changes to the metal, but the acceleration ofdiffusion processes contributes to the healing of structure defects and drop of inner stresses in metal. At temperatures ofheating higher than 0.4Тf the process of grain recovery takesplace in the metal. The nucleuses of the new grains, which arethe centers of grain recovery, are being formed at the boundaries of deformed grains. The new grains are growing due to thesolution and absorption of deformed grains. The rate of the process of grain recovery depends upon the temperature of metalheating: the higher the metal temperature is, the faster the process of the grain recover is going on. The processes of structuredeformation and metal hardening connected with deformationare going on simultaneously during the process of hot metalforming as well as the process of formation of new structure asthe result of grain recovery following by the weakening.The temperature of metal heating is taken higher than0.7Тf for the process of grain recovery to be over completelyduring the metal forming or partially with completion after deformation finishing. This kind of metal forming is called hotforming. Within the temperature interval (0.3-0.7)Тf the metalforming is called the incomplete hot or incomplete cold forming. The mechanisms of plastic deformation are the same during the hot forming and cold forming: sliding and twinningwithin the grains, mutual displacement and turning of grains. Athigh temperatures the additional mechanisms such as amorphous-diffusion, inter-grain recrystallization and inter-phase solution-precipitation mechanisms, which play the secondary partduring the process of forming enter in action.The new grains, which have been formed after grain recovery are arbitrary oriented in space, they have approximatelyequal dimensions along all directions what causes the isotropyof mechanical properties of the hot deformed metal. The struc-

18ture of hot deformed metal with equi-axial grains doesn’t allowto determine the direction of the main deformations during theforming. The tracks of admixtures may be however remained inthe structure located at the boundaries of grains of cold deformed metal before the hot forming. It causes the possibility ofgetting fibrous structure after hot deformation as well.The size of grains received after grain recovery dependsupon metal deformation rate conducted before grain recovery.The inner energy reserve of the metal doesn’t permit to formgreat quantities of grain recovery centers at small deformationrates, which are called as critical. The quantity of new grains ingrain recovered structure will be moderate, and the obtainedstructure will be coarse-grain one. This structure has the lowmechanical properties and its formation is undesirable. Thequantity of new formed grains is increasing with the increasing of deformation rate and the structure of the metal becomes fine-grained.The temperature interval within which the hot forming ispossible to conduct depends upon carbon content in steel and isdetermined in dependence on the state diagram for differentmetals.The diagram Fe-C section is shown on Fig. 1.7 and corresponds to the content of carbon in steels. The temperature

Forging is a widely used method of metal forming. There is a free forging (Fig. 1.1, d) and closed die forging (Fig. 1.1, e). During the process of free forging the reduction of the forging piece height is realized

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