| Summary: | The spike forging test is still commonly used although there are some new tribology test methods, but each designer would like to give their own parameters. Considering the spike height difference between low friction and high friction as the evaluation index, an optimal spike forging test developed using finite element simulations based on orthogonal optimization method and sensitivity analysis of tribological conditions of selected key design parameters was carried out. The spike height does not always monotonically decrease with the increase in friction factor in the scheme with improper parameters; therefore, the design of spike forging test should be critically evaluated before assessing tribological conditions. According to the optimized parameters, a simplified set-up of spike forging test was designed, and two retainers with a clearance fit and the billet with a chamfer were prepared to position the test billet. Finally, four different tribological conditions, including dry polytetrafluoroethylene lubricant, multipurpose grease, VG32 oil, and dry condition, in aluminum forging were chosen as a case study for the optimized design of spike forging test, and correspondingly, the lubricating effect was distinguished.
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