UNIT 1: FOUNDRY, WELDING, FORMING & MACHINING PROCESSES
1.0 CASTING PROCESSES
1.1 General Introduction & Types
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Casting: A manufacturing process where molten metal is poured into a mold cavity and allowed to solidify, producing a shape conforming to the cavity.
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Major Types & Comparison:
| Process | Principle | Advantages | Limitations | Applications |
|---|---|---|---|---|
| Sand Casting | Mold made from compacted sand bonded with clay/organic binders. | Low cost, versatile, large parts, recyclable sand. | Poor surface finish, low dimensional accuracy, labor-intensive. | Engine blocks, machine bases, large housings. |
| Die Casting | Molten metal forced under high pressure into a permanent steel die. | High production rate, excellent surface finish, dimensional accuracy. | High die cost, limited to low-melting-point non-ferrous metals (Zn, Al, Mg). | Automotive parts, hardware, appliances, toys. |
| Investment Casting (Lost Wax) | Wax pattern invested in ceramic shell; wax melted out; metal poured. | High dimensional accuracy, complex shapes, excellent surface finish. | Expensive, multiple steps, size limitations. | Turbine blades, jewelry, surgical implants, art. |
| Centrifugal Casting | Molten metal poured into a rotating mold; centrifugal force shapes it. | Dense, defect-free outer layer, no core needed for hollow parts. | Limited to cylindrical parts, inner surface may be rough. | Pipes, tubes, cylinders, bushings. |
| Continuous Casting | Molten metal poured into a water-cooled mold; solid strand withdrawn continuously. | High productivity, uniform structure, reduced waste. | High initial cost, limited to simple cross-sections. | Slabs, blooms, billets for rolling mills. |
| Shell Molding | Mold made from a thin shell of resin-bonded sand. | Better surface finish & accuracy than green sand, lighter molds. | Higher cost than green sand, resin fumes. | Medium-size production runs, automotive components. |
[!TIP] Exam Focus: Be prepared to compare Die vs. Investment (accuracy vs. cost), Sand vs. Shell (mold properties), and Centrifugal vs. Continuous (product form).
1.2 Pattern Making & Allowances
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Pattern: Replica of the casting, used to form the mold cavity.
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Types: Solid, Split (two-piece), Match Plate (both halves on one plate), Sweep (for symmetrical revolved parts), Loose Piece (for complex cavities), Cope & Drag (separate top/bottom halves).
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Materials: Wood (common), Metal (for high production), Plastic/Plaster (for investment).
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Pattern Allowances: Extra dimensions added to the pattern to compensate for post-casting processes.
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Shrinkage/Contraction Allowance: Largest allowance. Accounts for volumetric shrinkage during solidification and cooling.
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Calculation: Pattern Dimension = Casting Dimension × (1 + Shrinkage %)
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Example: For steel (~1.5-2% linear shrinkage), pattern is made larger.
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Draft Allowance: Taper on vertical surfaces to facilitate pattern removal from mold without damaging cavity.
- Typical Values: 1° to 3° for external surfaces; 3° to 10° for internal surfaces/core prints.
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Machining Allowance: Extra material left on surfaces to be machined to final dimensions.
- Depends on casting size, material, and machining method.
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Distortion/Camber Allowance: For irregular, long, or thin castings (e.g., "U" shapes). Pattern is bent opposite to expected distortion to counteract it.
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Shake/Rapping Allowance: Small extra clearance on pattern to allow for rapping/tapping to loosen it from mold. Compensated by reducing draft slightly.
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[!TIP] Common Pitfall: Do not confuse Shrinkage Allowance (for solidification & cooling) with Machining Allowance (for final finishing).
1.3 Molding & Core Sands
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Molding Sand Properties: Refractoriness, permeability (gas escape), cohesiveness/strength, plasticity, adhesiveness, thermal stability.
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Common Types:
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Green Sand: Sand + clay + water. Used for most sand castings. Cheap, but poor surface finish.
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Dry Sand: Green sand dried/baked. Higher strength, used for larger castings.
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Loam Sand: Sand + clay + water + organic matter (like horse manure). For very large molds.
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Oil-Bonded Sand: Sand + synthetic oil/resin + catalyst. High strength, good finish, used in shell molding.
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Core Making: Forms internal cavities.
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Core Sand: Finer grain, stronger than molding sand.
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Core Binders: Oil-based, resin-based, or inorganic (e.g., sodium silicate).
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Core Prints: Projections on pattern that form recesses in mold to locate and support the core.
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Chaplets: Metal supports placed in mold to hold core in position. Must be compatible with casting metal to avoid fusion.
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1.4 Gating System & Risering
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Components & Functions:
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Sprue: Vertical channel connecting pouring basin to runner. Controls metal flow.
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Runner: Horizontal channel distributing metal to multiple gates.
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Gate: Constricted opening controlling metal entry into mold cavity. Should be short and rounded to minimize turbulence.
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Riser (Feeder): Reservoir of molten metal that solidifies after the casting to compensate for shrinkage.
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Design Principles:
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Gating system should minimize turbulence (to avoid air entrapment and sand erosion) and ensure smooth, directional flow.
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Riser must have a larger volume-to-surface area ratio (V/A) than the casting to solidify last (Chvorinov's Rule).
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Riser placed near massive sections, connected by shortest possible neck.
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Chvorinov's Rule (Critical Formula):
$$ t = B \left( \frac{V}{A} \right)^n $$
Where:
* $t$ = Solidification time
* $V$ = Volume of casting/riser
* $A$ = Surface area of casting/riser
* $B$ = Mold constant (depends on mold material, metal)
* $n$ = Usually 2 (for most sands)
* **For a riser to be effective:** $$\displaystyle \left( \frac{V}{A} \right)_{riser} \geq \left( \frac{V}{A} \right)_{casting} $$
- Riser Types: Top (open) riser, Side (blind) riser. Cylindrical shape is common for easy V/A calculation.
[!TIP] Numerical Focus: You will get a problem on calculating riser dimensions using Chvorinov's rule or comparing V/A ratios. For a cylindrical riser of diameter
dand heighth: $$\displaystyle V = \frac{\pi d^2 h}{4} $$, $$\displaystyle A = \pi d h + \frac{\pi d^2}{2} $$.
1.5 Solidification, Defects & Remedies
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Solidification Zones: Liquid → Mushy (liquid+solid) → Solid.
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Major Defects & Remedies:
| Defect | Cause | Remedy |
|---|---|---|
| Shrinkage Cavity | Insufficient/improperly placed riser. | Proper riser design (Chvorinov), insulating sleeves, directional solidification. |
| Porosity (Gas) | Entrapped air/gases from mold/metal, moisture in sand. | Proper gating (turbulence control), dry sand, degassing molten metal, use exothermic/insulating sleeves. |
| Sand Blow/Blister | Moisture in sand turns to steam, trapped. | Proper sand drying, adequate venting, avoid high moisture content. |
| Inclusion | Sand erosion, slag, oxides. | Smooth gating, filters, proper fluxing/skimming of melt. |
| Cold Shut | Two streams of metal fail to fuse (low temp/turbulence). | Increase pouring temperature, improve gating system for smooth flow. |
| Misrun | Metal solidifies before filling mold (low temp, poor fluidity). | Increase pouring temp, improve gating/risering, thin sections. |
| Hot Tears | Stress during cooling due to restriction (rigid mold/core). | Proper mold/core design for collapsibility, avoid sharp corners, use flexible binders. |
1.6 Special Casting Processes & Calculations
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Investment Casting Steps: Wax pattern making → Assembly on tree → Investing (dipping/brush with ceramic slurry) → Dewaxing (steam/autoclave) → Baking → Pouring → Knockout/finishing.
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Die Casting: High-pressure (up to 2000 bar), fast cycle. Tolerances: Controlled by die quality, process parameters, and material shrinkage. Die temperatures and injection speeds are critical.
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Numerical Problems:
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Pattern Dimension: $$\displaystyle P_{dim} = C_{dim} \times (1 + \frac{\text{Shrinkage \%}}{100}) $$
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Final Casting Dimension after Contraction: If a casting of side
Lundergoes volumetric solidification shrinkage ofS_s%and volumetric solid contraction ofS_c%, the final side lengthL_fis:
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$$ L_f = L \times \sqrt[3]{(1 - \frac{S_s}{100}) \times (1 - \frac{S_c}{100})} $$
*Assumption:* Uniform cooling and isotropic contraction in all directions.
3. **Riser Design:** Use Chvorinov's rule to find minimum riser size or compare V/A ratios.
2.0 WELDING PROCESSES
2.1 Welding Fundamentals
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Weld: A localized union of two or more pieces of metal.
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Joint Types: Butt, Lap, Corner, Edge, T (Tee).
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Classification:
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Fusion Welding: Base metal melted (Arc, Gas, Thermit).
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Solid-State Welding: No melting (Friction, Ultrasonic, Explosive).
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Arc Welding: Uses electric arc as heat source (SMAW, GTAW, GMAW).
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Gas Welding: Uses combustible gas flame (Oxy-acetylene).
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Resistance Welding: Uses electrical resistance heat (Spot, Seam).
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2.2 Arc Welding (Core Focus)
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Manual Metal Arc Welding (SMAW/MMAW):
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Consumable electrode with flux coating.
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Flux Functions: Shield arc, stabilize arc, deoxidize/degas, add alloying elements, form slag.
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Polarity: DC+ (Electrode +ve) → deeper penetration. DC- (Electrode -ve) → faster melt, shallow penetration. AC → medium penetration.
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Inert Gas Welding:
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TIG (GTAW - Gas Tungsten Arc Welding):
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Non-consumable tungsten electrode.
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Inert shielding gas (Ar/He).
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Filler rod added separately if needed.
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Advantages: High quality, precise control, clean (no slag), all-positional, wide material range (Al, Mg, Cu, steel).
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Disadvantages: Slow, requires skill, expensive equipment.
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MIG (GMAW - Gas Metal Arc Welding):
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Consumable wire electrode fed continuously.
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Inert/active shielding gas (Ar, Ar+CO₂).
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Metal Transfer Modes: Spray (high current, smooth), Globular (medium, droplet), Short-circuiting (low current, spatter).
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Advantages: High speed, high deposition rate, easy automation, less skill than TIG.
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Disadvantages: More spatter than TIG, sensitive to wind/gas shielding, equipment complexity.
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TIG vs. MIG Comparison:
| Feature | TIG (GTAW) | MIG (GMAW) |
|---|---|---|
| Electrode | Non-consumable Tungsten | Consumable Wire |
| Filler Metal | Separate rod | Wire is filler |
| Shielding | Inert Gas (Ar/He) | Inert/Active Gas (Ar/CO₂ mix) |
| Control | Very precise (heat, filler) | Semi-automatic/automatic |
| Speed | Slow | Fast |
| Quality | Very high, clean | High, some spatter |
| Skill | High | Moderate |
| Materials | All (esp. non-ferrous) | Primarily steel, Al, Mg |
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AC vs. DC Welding Machines:
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DC (Direct Current): Stable arc, easier to start, deeper penetration (DC+), common for SMAW/GTAW/GMAW.
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AC (Alternating Current): Arc extinguishes/re-ignites each half-cycle, less stable. Used for TIG on aluminum (cleaning action from oxide layer) and for some SMAW electrodes (e.g., E6011).
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2.3 Other Welding Methods
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Oxy-Acetylene Welding: Uses flame (~3200°C). Versatile for heating/cutting/welding. Flame types: Carburizing (reducing), Neutral (ideal for welding), Oxidizing.
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Resistance Welding: Heat from electrical resistance at joint interface.
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Spot Welding: Overlap joint, two electrodes.
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Seam Welding: Rotating wheel electrodes for continuous seam.
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Projection Welding: Localized heating on projections.
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Thermit Welding: Exothermic reaction (e.g., Fe₂O₃ + Al → Al₂O₃ + Fe + heat). Molten steel (~2500°C) fills gap. Used for rail welding, large section repairs. No external power source needed.
2.4 Welding Consumables & Equipment
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Electrode (SMAW): Core (filler metal) + Flux coating. Specified by AWS (e.g., E7018).
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Flux: Provides shielding gas, slag, deoxidation.
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Power Sources:
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Constant Current (CC): Current stable, voltage varies (for SMAW, GTAW).
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Constant Voltage (CV): Voltage stable, current varies (for GMAW, FCAW).
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2.5 Welding Defects & Quality
- Common Defects & Remedies:
| Defect | Cause | Remedy |
|---|---|---|
| Porosity | Gas entrapment (moisture, rust, poor gas shield). | Clean base metal, dry electrodes, proper gas flow, correct travel speed. |
| Slag Inclusion | Incomplete slag removal between passes. | Proper chipping/brushing, correct welding parameters. |
| Cracks<br>(Hot/Cold) | High stress, brittle microstructure, rapid cooling. | Pre-heating, post-weld heat treatment (PWHT), correct joint design, low-hydrogen electrodes. |
| Undercut | Excessive current/high travel speed. | Reduce current, slow travel speed, correct electrode angle. |
| Incomplete Penetration | Low current, large root gap, poor joint prep. | Increase current, reduce gap, proper joint design (V-groove). |
| Distortion | Uneven heating/cooling, restraint. | Clamping, skip welding, pre-heating, post-weld straightening. |
- Quality Factors: Heat input (affects HAZ), welding parameters (V, I, speed), joint design, material properties.
2.6 Welding Calculations
- Heat Input (J/mm or kJ/mm): Energy supplied per unit length of weld.
$$ \boxed{Q = \frac{V \times I \times \eta}{v}} $$
Where:
* $V$ = Arc voltage (Volts)
* $I$ = Welding current (Amperes)
* $\eta$ = Efficiency (arc efficiency, typically 0.6-0.9 for arc welding)
* $v$ = Travel speed (mm/s)
- Weld Bead Area from Heat Balance: If electrode melting efficiency $$\displaystyle \eta_m $$ and heat required to melt electrode $$\displaystyle H_m $$ (J/mm³) are known:
$$ \text{Cross-sectional area of weld bead } (A_w) = \frac{Q \times \eta_m}{H_m} $$
[!TIP] Numerical Focus: Heat input problems are very frequent. Always check units (convert cm/min to mm/s). Remember efficiency factors.
3.0 BULK DEFORMATION (FORGING & ROLLING)
3.1 Forging
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Principle: Plastic deformation of metal under compressive force to shape.
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Types:
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Open-Die Forging (Smithing): Deformation between flat/contoured dies. Material flows freely. Used for large, simple shapes (shafts, discs). Can be hand or power hammer.
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Impression-Die (Closed-Die) Forging: Metal fully confined in die cavity. Produces near-net shape. High initial die cost, high production. Includes drop forging (hammer) and upsetting (horizontal forging machine).
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Forging Machines:
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Drop Hammer (Forge): Gravity/steam/air hammer. Rapid impact.
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Horizontal Forging Machine (Upsetter): Workpiece held, heading tool moves horizontally. Ideal for making heads on bolts/screws.
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Presses (Hydraulic/Pneumatic): Slow, uniform pressure. Better for complex shapes, less shock.
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Defects: Hot tears (cracks from stress), laps/folds (improper metal flow), scale pits (surface oxidation).
3.2 Rolling
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Principle: Metal passed through rotating rolls to reduce thickness/length.
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Rolling Mills:
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Two-High: Simple, reversible/non-reversible.
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Three-High: Three rolls, one passes metal through two. For large reductions.
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Four-High: Two small working rolls + two large backup rolls (for stiffness). For plates/sheets.
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Cluster: More than four rolls. For very wide plates.
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Tandem: Series of stands (2-18). For high production (hot/cold strip).
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Products:
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Structural Sections: I-beams, rails (hot rolled, thick).
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Plates: > 3 mm thick (hot/cold rolled).
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Sheets: 0.4 mm to 3 mm (often cold rolled for finish).
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Foil: < 0.2 mm (final passes with pack rolling).
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Hot vs. Cold Rolling:
| Feature | Hot Rolling | Cold Rolling |
|---|---|---|
| Temperature | Above recrystallization temp. | Below recrystallization temp. |
| Deformation | Large reductions per pass. | Small reductions per pass. |
| Surface Finish | Poor (mill scale). | Excellent (bright, smooth). |
| Dimensional Accuracy | Low. | High. |
| Mechanical Properties | Recrystallization → soft, ductile. | Strain hardening → high strength, low ductility. |
| Applications | Structural shapes, rails, initial breakdown. | Sheets, strips, foils, precision parts. |
4.0 SHEET METAL WORKING (PRESS WORKING)
4.1 Introduction & Presses
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Press Working: Sheet metal forming using press and dies. Includes shearing & forming.
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Press Types:
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Mechanical: Crank, eccentric, knuckle. Fast, intermittent, for stamping/blanking.
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Hydraulic: Constant pressure throughout stroke. Slower, for deep drawing, forming.
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Pneumatic: Similar to hydraulic but with air. Lower force, faster.
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4.2 Press Operations
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Shearing Operations (Cutting):
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Shearing: Cutting sheet with straight blade (guillotine).
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Punching: Punch cuts hole in sheet, slug (waste) falls through.
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Blanking: Punch cuts out part (blank), sheet is waste.
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Piercing: Punching hole in already formed part.
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Slitting: Continuous shearing to reduce sheet width.
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Trimming: Removing excess from edge of drawn/formed part.
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Bending Operations:
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Bottoming: Punch forces sheet to bottom of die, high springback.
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Air Bending: Sheet touches punch & die at three points, common.
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Coining: Extreme pressure, full contact, no springback, high precision.
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Drawing Operations (Forming):
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Deep Drawing: Depth > diameter. Requires blankholder to prevent wrinkling.
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Shallow Drawing: Depth < diameter.
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Redrawing: Multiple draws to increase depth.
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Defects: Wrinkling (compressive buckling → increase blankholder force), Tearing (tensile stress → increase die radius, lubrication).
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4.3 Tooling & Auxiliaries
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Dies: Simple Die: One operation per stroke. Compound Die: Two+ operations in one station (e.g., blanking & piercing). Progressive Die: Series of stations, part progresses through each.
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Auxiliaries: Stock Feeders: Automatically feed strip/coil. Scrap Cutters: Cut scrap between parts. Lubrication Systems: Reduce friction, wear.
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Safety Devices: Light curtains, guards, two-hand controls, interlocks.
4.4 Process Parameters & Calculations
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Blanking/Shearing Force: $$\displaystyle F = \tau \times A_s $$
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$\tau$ = Shear strength of material
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$$\displaystyle A_s $$ = Total shear length (perimeter of part for blanking)
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Strip Layout (Blanking): Minimize scrap. Consider pitch (center-to-center spacing) and stripping force.
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Drilling Time Calculation (from Unit 5.4):
$$ T = \frac{L + A + O}{f \times N} $$
Where:
* $T$ = Time (min)
* $L$ = Thickness of workpiece (mm)
* $A$ = Approach distance (mm)
* $O$ = Overrun/retract distance (mm)
* $f$ = Feed rate (mm/rev)
* $N$ = Spindle speed (rpm)
5.0 MACHINING PROCESSES & MACHINE TOOLS
5.1 Lathe Machine
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Basic Components:
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Bed: Base, guides for carriage.
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Headstock: Holds & rotates workpiece (spindle, chuck, gears).
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Tailstock: Supports other end, holds tools (drill, center).
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Carriage: Moves along bed. Contains cross-slide (perpendicular), compound rest (angular), tool post.
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Primary Operations:
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Turning: Remove material from rotating workpiece (external/internal).
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Facing: Cut end surface perpendicular to axis.
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Parting: Cut off deep groove to separate part.
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Drilling/Boring: Enlarge/true hole.
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Knurling: Roll patterned surface for grip.
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Threading: Cut internal/external threads (using leadscrew).
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5.2 Shaper & Planer Machines
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Shaper: Single-point tool reciprocates horizontally; workpiece fed vertically. Used for flat surfaces, internal profiles, non-production.
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Planer: Workpiece reciprocates under stationary tool. For very large, heavy workpieces (e.g., machine bases).
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Comparison: Shaper - tool moves, small/medium parts. Planer - workpiece moves, very large parts.
5.3 Milling Machine
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Types: Horizontal: Spindle horizontal, arbor-mounted cutters. Vertical: Spindle vertical, end mills. Universal: Table can swivel.
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Operations:
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Plain Milling: Width of workpiece < cutter width.
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Face Milling: Cutter diameter > workpiece width.
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Straddle Milling: Two cutters on common arbor, machine two parallel faces.
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Gang Milling: Multiple cutters on arbor for simultaneous operations.
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Indexing: Rotating workpiece to equal angles (simple: direct, compound: for large divisions).
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Milling Cutters: End mill, face mill, slab mill, fly cutter, form cutter.
5.4 Drilling Machine
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Types: Bench/Pillar: Small, vertical spindle. Radial: Arm can swing, for large workpieces. Upright: Heavy-duty, box column.
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Drill Bits: Twist Drill: Most common (flutes, land, point angle 118°). Center Drill: For starting hole. Countersink: For flat-head screws. Spot Drill: For precise starting.
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Drilling Time: $$\displaystyle T = \frac{L + A + O}{f \times N} $$ (See 4.4).
5.5 Grinding Machine
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Principle: Material removal by abrasive grains (bonded in wheel).
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Types:
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Surface Grinder: Workpiece on magnetic chuck, wheel moves horizontally/vertically. For flat surfaces.
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Cylindrical Grinder: Workpiece rotates, wheel traverses. For external/internal cylindrical surfaces.
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Centerless Grinder: Workpiece supported between two wheels (regulating & grinding), no centers. High production.
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Tool & Cutter Grinder: For sharpening/reshaping cutting tools.
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Advantages: High accuracy (µm), excellent surface finish, can machine hardened materials, brittle materials.
5.6 Introduction to Modern Machining
- CNC (Computer Numerical Control): Machines (lathe, mill, grinder) controlled by coded instructions (G/M codes). Allows complex, repeatable, high-precision parts with minimal operator intervention. Integration of multiple operations (machining centers).