UNIT II 0.1 INTRO TO DESIGN AND SELECTION OF MATERIALS.pdf

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    ME 215 Engineering Materials I

    Dr. Ouzhan YILMAZ

    Assistant Professor

    Mechanical Engineering

    University of Gaziantep

    Chapter 2 Design Engineering and

    Selection of Materials

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    1

    Introduction

    Design of new products and development of the existing ones is

    the essential purpose of engineering.

    For the designing of a machine element or a component, an

    engineer has to consider many requirements.

    The selection of the material from which a part is to be produced

    has always been a predominant factor in the overall performance

    of a design because of its influence on other factors.

    Hence, it is not usually possible to make

    the final decision on the geometry and

    dimensions of a part until the material is

    selected.

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    2

    Fundamental Aspects of the Design Procedure

    Making the right distinction between demands that are truly appropriate to

    material properties and certain design features.

    For example, strength of a part depends upon the

    strength of material and geometrical parameters.

    This does not mean that high strength materials

    are needed to achieve the required strength of the

    part.

    Instead, designer can prefer a weaker material but

    larger dimensions as long as there are no space

    or weight restrictions. When such restrictions are

    tight, then strength of material itself becomes

    considerably important. Do not understimate me!

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    3

    Fundamental Aspects of the Design Procedure

    In addition, material selection has such a

    great influence;- the selection of a totally different material

    would result in a new design approach.

    - Inevitably, chosing the most suitable

    material for a part is possible by goodstorehouse knowledge concerning the

    material properties.

    - The most decisive factor for making a

    proper selection is the experience, whichno book could provide.

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    Fundamental Aspects of the Design Procedure

    A simple flow diagram of design thinking for material selection:

    NEED FUNCTIONAL REQUIREMENTS

    Order of Importance

    Level of Satisfaction

    Failure Criteria

    DESIGN LIMITATIONS

    Production Requirements

    Economic Requirements

    Maintenance Requirements

    PROBLEM DEFINITION

    Material Selection

    MATERIAL ALTERNATIVES

    Storehouse Knowledge

    Experience

    FINAL CHOICE

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    Fundamental Aspects of the Design Procedure

    Every design effort is aimed at satisfying an existent orpotential need.

    From the analysis of the need, a designer

    determines essential and desirable

    features of the design that are expressed in

    the form of functional requirements.

    As it is impossible for a design to satisfy

    all of the requirements to the same

    degree, they are then arranged in theorder of importance in order to identify

    the areas of comprimise.

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    Fundamental Aspects of the Design Procedure

    Furthermore, a design has to be in

    compliance with certain inevitabledesign limitations that are grouped

    as: Manufacturing (production), Money

    (economic) and Maintenance

    requirements (i.e. 3M rule).

    Depending upon the nature of design, it is

    sometimes the functional requirements

    and sometimes the design limitationsthat dictate the properties to be desired in

    the metarial for the design work at hand.

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    Fundamental Aspects of the Design Procedure

    Functional requirements concern the

    mechanical properties of material (such

    as strength, stiffness, resilience,

    toughness, dimensional stability,

    hardness, etc.) and the physical

    properties (e.g. coefficient of linear

    expansion, thermal and electrical

    conductivity, and so on).

    Production requirements are logically

    the first to be considered. Hence, the

    designer must consider functional

    merits of the material as well as its

    ability to be machined, shaped, formed,

    cast, welded, and so on.

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    Fundamental Aspects of the Design Procedure

    Economic requirements are based

    on the final product cost composed

    of raw material cost and production

    costs with overheads. The cost of

    any product should be as high as the

    customers can pay for it.

    Finally, maintenance requirements

    (i.e. whether replacement or repair is

    required) depend upon size of the

    part, extent of possible damage,

    facilities of the customers and the

    acceptable level of costs.

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    Production Requirements

    A design is realized only after it is produced. Hence, the designer must be

    aware of the fact that production is carried out according to drawings and

    specifications, where the production group may give useful hints.

    Material selection depends upon the functional demands, how many parts

    will be produced, which materials can be used, and what properties are

    related for that design.

    The production requirements can be gathered in the following groups:

    1. Machinability

    2. Formability

    3.Castability

    4. Suitability for Compacting

    5. Weldability

    6. Heat Treatability

    7.Adaptability to Special Processes

    8.Adaptability to Forms of Protection

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    Production Requirements Machinability

    Machining is shaping a part by removing the unwanted material in the form

    of chips to achieve the desired shape. Turning, milling, shaping, drilling and

    boring are the familiar examples of chip removal processes. In addition;

    grinding, honing and lapping remove the material with abrasives.

    Speed of chip removal, tool life and quality of machined surfaces are used

    jointly to describe the machinability. Quantitatively speaking, a highly

    machinable material is the one that allows the maximum amount of chip

    removal with the minimum tool wear, yielding a high surface quality.

    The above factors vary not only from one material to another, but also from

    one machining process to another.

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    Production Requirements Formability

    Forming processes (e.g. rolling, forging, cold heading, stamping, pressing,

    and drawing) provide special advantage of enabling the desired shape to

    be obtained with ease, without machining the surfaces that are not mating.

    This is a great advantage over chip removal processes.

    Another advantage of such processes is that, unlike casting process, most

    engineering materials are amenable to forming. However, the main problem

    is that they are costly processes.

    During forming operations, the material is subjected to considerable degree

    of deformation affecting its mechanical properties. This can be beneficial or

    detrimental depending upon the material as well as type and extent of theforming process.

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    Production Requirements Castability

    Casting is used to produce finished parts as well as intermediate forms

    requiring further operations. In theory, any material that can be melted can

    also be cast.

    Casting has a special advantage to produce parts with sophisticated shape

    especially in large numbers, which usually cannot be possible by the other

    processes (e.g. the carburetor of a car).

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    Production Requirements Castability

    The main difficulty is that the process is quite dependent on the design.

    Shape of casting must enable the molten metal to fill all cavities in themould. Also, as a metal shrinks upon freezing, the molten metal must be

    constantly fed during solidification into mould to compensate the shrinkage,

    otherwise a spongy metal is obtained. Hence, the designer must decide the

    material and the type of casting process together.

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    Production Requirements Suitability for Compacting

    This is required when the part will be produced by powder metallurgy.

    The metal powder is compacted in a die to the desired form, and then

    sintered to fuse the powder particles together.

    Most metals and alloys can be used in this process, but only few of them

    are economically justified. This process is the best way to produce parts

    from brittle and very hard metals.

    Although intricate forms with desirable mechanical properties could be

    produced, the availability of required metal in the powder form and capital

    investment are the main limitations.

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    Production Requirements Weldability

    Welding process is not only used to

    produce large and complex parts by

    welding the simpler parts together(like

    frames of certain machine tools), but

    also used for maintenance and repairs.

    Weldability does not mean the ability

    to be welded, but represents the

    relative ability of metals (usually

    steels) to be welded without cracking

    or error-free welding.

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    Production Requirements Weldability

    Production of especially large parts by

    welding is regarded as an alternative to

    casting when they are needed in few

    numbers. However, the successful production

    of complicated shapes by welding demands a

    special design approach (like in case of

    casting) as well as a careful planning ofstress-relief treatments and operations.

    Two recent welding techniques (electron and

    laser beam welding utilizing beams to

    generate heat of fusion) have made it possible

    to weld hardenable and heat treated steels,

    which were not be welded before.

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    Production Requirements Heat Treatability

    Heat treatment (causing structural changes in metal) is used to improve essential

    mechanical properties, change grain size and relieve residual stresses.

    Hardenability (depth of hardening) is a desirable material property if the aim

    of heat treatment is to increase strength and/or hardness. It is dependent upon

    materials rate of hardening.

    Some ferrous and nonferrous alloys can be hardened by age (precipitation)

    hardening. The alloy is heated to a temp. where it exists as a homogeneous

    solid-solution phase, then it is cooled rapidly (quenched). Finally, it is held at

    room temp. (natural aging) or above the room temp. (artificial aging) to allow

    precipitation of solid- solution.

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    Production Requirements Heat Treatability

    Heat treatment is also used to alter surface properties of ferrous alloys. Rapid

    heating of surface by induction/flame followed by quenching (induction/flame

    hardening) produces a hardened surface while the interior of material is softer.

    In other thermal surface treatments (calorizing, carburizing, cyaniding, nitriding,

    carbonitriding, chromizing, etc.), a substance diffuses into heated metal surface.

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    Production RequirementsAdaptability to Special Processes

    Many intricate and special parts are produced by chipless manufacturing

    processes. In chemical milling, material is removed by the etching reaction

    of chemical solutions with metal. It can also be used on plastics and glass.

    Electrochemical machining (ECM) employs electroplating process, where

    the tool (with inverse shape of part) is cathode and the workpiece is anode.

    Electrodischarge machining (EDM) cuts metal by action of high-energy

    electric sparks or electrical discharges.

    Laser beam cutting is a recently developed cutting process using laser.

    These processes are not fast methods of production. High capital cost andslow production speed make them suitable only when parts to be produced

    are of special nature and are few in numbers.

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    Production RequirementsAdaptability to Forms of Protection

    In many cases, material properties could not meet some functional demands,

    especially arising from environmental conditions. As high quality materials for this

    purpose are too expensive, designer may use finishes and coatings.

    Such finishes and coatings are employed in order to:

    protect the base material against hostile environmental conditions

    give functional properties that are not attainable within base material

    improve the appearance of product by colour, polish or decoration

    The finishes or coatings may be classified under four (4) main groups:

    1. Organic coatings: resins, pigments, lacquers, varnishes, paints, dispersion

    coatings, emulsion coatings, hot-melt coatings, plastic powder coatings

    2. Metallic coatings: electroplates, chemical-deposition and sprayed-metal

    coatings, hot-dip coatings, diffusion coatings, vapour-deposited coatings

    3. Conversion coatings: phosphate, chromate, and chemical oxide coatings

    4. Ceramic coatings: vitreous (glass-like), porcelain, and ceramic coatings

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    Metallic Coating

    Plastic Powder Coating

    Ceramic CoatingChromate coating

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    Economic Requirements

    Design requirements concerning the cost are simple: keep them as low as

    possible without impairing the essential design features.

    Cost of a design comprises production costs (built up from material and

    processing), labour costs and capital costs.

    The foremost economic factor is

    availability.

    - Candidate materials in a design

    project must be available in market.

    Expensive delays will be incurred

    due to supply difficulties.

    - A market research is a must

    before final material selection.

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    Economic Requirements

    Actual cost of raw material is cost of material used in part plus cost of scrap

    material.Adjustment of dimensions (whenever possible) to available stock

    sizes is a regular design procedure to reduce scrap and production time.

    Production costs depend on;

    - number of operations,

    - amount of skilled labour,

    - time in each operation.

    In most cases, surface finish is

    important for parts performance and

    apperance.

    - Thus, secondary finishing

    operations may also be needed in

    such cases.

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    Maintenance Requirements

    Maintenance covers activities that are necessary but not directly concerned

    with operation or use (such as cleaning, lubrication, adjustment, overhaul

    and repair of damaged/worn equipment).

    In principle, durability (long life) is considered in

    design as a user requirement. It is annoying that

    a recently purchased product does not work anylonger, which causes inconvenience for customer,

    heavy repair bills, or scapping of the product. So,

    the complaints about service life and cost must

    be minimized.

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    Maintenance Requirements

    How often and at what cost are

    inevitable questions to be

    answered during the design stage;requiring a firm decision on whether

    replacement or repair, or both will

    be predicted. When frequent

    replacements are predicted, part

    must be cheap so that it is more

    worthwhile than repair. If repair is

    predicted, the material must lend

    itself to acceptable forms of repair.

    Non-stick frying pans and self cleaning ovens are recent examples indicating

    that how use of a new material facilitates maintenance.

    Plastic surfaces not only improve apperance, but also facilitate the

    cleaning problems.

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    Failure

    Failure happens when a design is no longer able to satisfy any of functional

    requirements. Failures not only cause costly damage, but may lead to loss

    of many lives as in airplane crashes.

    A conceptual understanding of failure is necessary to utilize the material

    properties safely and economically.

    In most design problems, primary concern

    should be reducing the possibility of a

    premature failure in service.

    The service life can be in seconds (in case

    of space applications) or many years (in

    case of bridges).

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    Failure

    Possible failure types during service are excessive

    deformation, fracture, inordinate wearand

    deterioration.

    - In practice, it is impossible to predict failure mode of

    a part under severe service conditions.

    - Some failures happen soon after the element is in

    service, which are covered by a factor of safety.

    Time dependent failures are difficult or even

    impossible to avoid by applying factor of

    safety.

    - In such cases, parts are withdrawn from

    service and tested for reliability. Such

    specific data are not found in general

    reference books.

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    f

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    Failure - Excessive Deformation

    In many cases, the failure

    criterion is based on

    materials strength

    although a failure by

    excessive deformation is

    implied. This is due to the

    fact that the stressapproach is more

    universal covering the

    fracture aspect as well.

    It must be remembered that when a failure by inordinate elastic deformation

    is of issue, design approach must always be based on deformation analysis

    since the results shall be compatible with functional requirements.

    F il F

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    Failure - Fracture

    When analysing the fracture failure modes, the preceding deformation is of

    importance. If failure occurs following a large deformation, such fractures are

    called ductile fracture (which is not common in engineering applications). Incontrast, a fracture with no or very little prior deformation is brittle fracture.

    Many materials fail by fracture in three ways: sudden brittle fracture,

    fatigue (progressive) fracture and time dependent (creep) fracture.

    F il F t

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    Failure - Fracture

    Brittle fracture is not only

    experienced by brittle materials.

    Higher rate or sudden

    application of load and

    presence of a complex stress

    may cause ductile to brittle

    transition (embrittlement) of amaterial.

    Fatigue failure (the most common failure in applications) is a highly localized

    microscopic phenomenon. It occurs in parts that are subjected to repeatedstresses even if they are below the yield point of material.

    Creep failure (stress rupture) occurs when a material is loaded at higher

    temperatures for a long time. In polymeric materials, it can occur even at

    normal temperatures and under relatively low stresses.

    F il W

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    Failure - Wear

    Wear is result of the action of abrasive or other forces on the surface of a

    machine part. It is manifested by a loss of surface material (either in regular

    or irregular form) which causes change in the part dimensions.

    Wear is a complex subject due to many variables involved in the process

    where lubrication, condition of surface and type of material with which part

    is in contact are the most effective factors.

    There is no a quantitative test or criterion of wear. Thus, design evaluations

    are based on past experience more than anything else.

    F il D t i ti

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    Failure - Deterioration

    Deterioration (loss of original properties) may occur in certain applications.

    Most common examples are caused by the environment in which materials

    operate. Reaction of a chemical environment (corrosion and oxidation) arethe most common examples.

    No material is completely resistant to liquid or gas. Liquid or gas absorption

    may cause embrittlement which is a special problem in nuclear applications

    because of danger of nuclear substances.

    Speaking of nuclear applications, material properties are significantly altered

    by irradiation. In some cases, the effects of irradiation can be beneficial as

    it causes increase in yield strength.

    Fungus or other growths cause deterioration of strength or other material

    properties (noticable in wood and some plastics), or loss of efficiency of the

    whole system (some sea bacteria on a ship body).

    P F il A l i

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    Proper Failure Analysis

    Proper application of failure analysis provides a valuable checklist to design

    problems and material limitations.

    A good design is the one that just answers the need where the requirements

    are slightly exceeded by the capabilities of the design. Under-designing

    tends to fail in some way whereas over-designing is not only economically

    pointless but also unapplicable or useless.

    Fundamental factors related to failure or shortening of service life are listed

    below (the failure may be due to any or combination of them):

    1. Problematic design

    2. Improper selection of material3. Heat treatment methods

    4. Fabrication techniques

    5. Improper machining and assembly methods

    M t i l S l ti P

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    Material Selection Process

    - reduce the number of candidate materials to a manageable number.

    Past experiences, investigation of materials currently used for similar

    designs, existing standards, codes or legal requirements (if any) help to

    narrow the selection list.

    Design philosophy plays important role in screening material alternatives.

    It determines general trend of design varying in different industries, countries

    and companies.

    It is difficult to define design philosophy. For instance, the design philosophy

    applied for the products in car industry may be similar. However, aircraft or

    space industry needs specific design philosophy requiring certain criteria:

    strength must be combined with lightness accuracy and design efficiency are more important than cost

    life in operating hours is relatively limited

    frequent and careful maintenance must be ensured

    wide extremes of service conditions must be taken into account

    M t i l S l ti P

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    Material Selection Process

    Measures of value (highly dependent on design philosophy) are standards

    by which the merits of a material can be weighed. Its proper establishment

    provides a clever and economical material selection.

    In an engineering design, benefits are often based on intangible factors.

    The most universal method for measures of value is in monetary terms

    such as comparison of the product price with its rivals.

    However, the designer must know that incorrect comparison leads to biased

    results and misleading benefit analysis.

    For instance, it is not correct to look at only the cost per unit weight of rawmaterial without considering how much material is actually required to

    produce a certain part. The example in the next page illustrates this problem.

    Material Selection An E ample

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    Material SelectionAn Example

    A cylindrical part of 500 mm long will carry an axial load of 600 kg.

    Material A with raw material cost of 100 TL/kg can be stressed up to

    15 kg/mm2, while Material B with raw material cost of 150 TL/kg can

    be stressed upto 25 kg/mm2. Both materials have the same density of

    7.8 10-6 kg/mm3. Which material must be preferred based on cost?

    The cross-sectional area of the parts using materials A and B:

    Part A: 600/15 = 40 mm2 & Part B: 600/25 = 24 mm2

    Corresponding material costs:

    Part A: (40

    500

    7.8

    10

    -6

    )

    100 = 15.60 TLPart B: (24 500 7.8 10-6) 150 = 14.04 TL

    Although material B is more expensive per unit weight, the part will be

    cheaper if it is produced from this material.

    Performance Rating Method

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    Performance Rating Method

    The designer asks simple questions: What should be the desirable

    properties of the candidate materials and how important is each

    and every of these desirable features?A more difficult exercise is

    to determine the relative orderand degree of importance.

    The process starts with drawing a matrix of comparisons in order to

    compare the desirable properties in pairs. For this purpose, desirable

    material properties must be listed and given a code number.

    1 2 3 4 5

    1

    23

    4

    5

    Suppose that there are five desirable

    properties: (1) raw material cost, (2) wear

    resistance, (3) castability, (4) machinability,(5) heat conductivity. A square matrix is

    then drawn up with the attributes (note that

    the listing is not in the order of importance).

    Performance Rating Method

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    Performance Rating Method

    All pairs of attributes in the matrix are

    compared for relative importance in the

    form of column-row such as 1-2, 1-3, 1-4,

    1-5, 2-1, 2-3, and so on.

    Marks below are put in the matrix:

    XX : 1 is more important than 2.

    X : no decision is made in favour of 1 or 3.

    : 2 is less important than 1.

    1 2 3 4 5

    1 - X X -

    2 XX XX - -

    3 X - X X

    4 X XX X X

    5 XX XX X X

    6X 4X 5X 3X 2X

    After all comparisons are made, the number of marks in each column

    are added. This way, the order of importance of properties can beobtained. From the table, property 1 has the first ranking with 6X.

    In order to weigh the merits, the designer must also devise a value

    scale for each property (i.e. measures of value must be established).

    Performance Rating Method

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    Performance Rating Method

    Raw material cost is only 6/5 times more important than castability, but

    it may not be the exact mathematical equivalent of actual importance.

    Therefore, level of desirability must also be defined by assigning

    certain numerical values that provide a scale for comparison.

    The following scale may be devised: (5) most desirable, (4) highly

    desirable, (3) desirable, (2) slightly desirable, (1) least desirable.However, a set consisting of the numbers 10, 8, 5, 3 and 1 is usually

    employed as below due to its close approximation to a linear scale:

    Order of Importance Merit Ranking Measure of Value

    1 (6X) Raw material cost 10

    2 (5X) Castability 8

    3 (4X) Wear resistance 8

    4 (3X) Machinability 5

    5 (2X) Heat conductivity 3

    Performance Rating Method

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    Performance Rating Method

    Standing of a certain material among candidate materials is determined

    according to its performance rating (R). In order to calculate this,

    the designer has to devise a grading system for performance factor.

    The performance factor scale is also optional. It can be from poorest to

    best (e.g. 0 to 5, 0 to 10, or even 0 to 1).

    Performance rating (Rm) of a candidate

    material is calculated by the measure of

    value (Ci ) and performance factor (Gim):

    N

    i

    i

    N

    i

    imim CGCR

    11

    When the performance rating for all candidate materials is determined,the designer can specify the highest ranking material for the design.

    Obviously, a systematic and objective selection is provided by above

    method on the condition that the values of C and G are established in

    an unbiased manner.

    Performance Rating Method

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    Performance Rating Method

    Level of

    Importance

    Measure

    of Value

    (Ci)

    Performance Factor (Gi) Ranking (CiGi)

    A B A B

    Raw Material Cost 6 10 4 5 40 50

    Castability 5 8 4 4 32 32

    Wear 4 8 2 3 16 24

    Machinability 3 5 3 3 15 15

    Heat Treatibility 2 3 4 3 12 9

    = 34 = 115 = 130

    Finally, the material having the highest ranking is chosen:RA = 115 / 34 = 3,38

    RB = 130 / 34 = 3,82 ()

    Checklist for a Systematic Material Selection

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    Checklist for a Systematic Material Selection

    1. Check existing standards, codes orlegal requirements.

    2. Make a functional analysis and determine the functional requirements.

    3. Make a failure analysis and determine in how many ways the designed

    machine part can fail to fulfil these functions.

    4. Determine the essential parameters.

    5. Establish the measures of value and the performance factors.

    6. Analyse similar designs and determine the list of materials that can be

    used, paying attention to the design philosophy.

    7. Screen all candidate materials and discard those which do not possess

    the essential properties. A backward method of selection would be to

    look for materials which possess the essential properties.8. Assign a performance factorto each pertinent properties of candidate

    materials to see how closely it meets the desirable material properties.

    9. Perform the equation of perfomance rating (Rm) for each material.