FCAW was first developed in the early 1950s as an alternative to shielded metal arc welding (SMAW). The advantage of FCAW over SMAW is that the use of the stick electrodes used in SMAW is unnecessary. This helped FCAW to overcome many of the restrictions associated with SMAW.

Types

One type of FCAW requires no shielding gas. This is made possible by the flux core in the tubular consumable electrode. However, this core contains more than just flux, it also contains various ingredients that when exposed to the high temperatures of welding generate a shielding gas for protecting the arc. This type of FCAW is attractive because it is portable and generally has good penetration into the base metal. Also, windy conditions need not be considered. Some disadvantages are that this process can produce excessive, noxious smoke (making it difficult to see the weld pool); under some conditions it can produce welds with inferior mechanical properties; the slag is often difficult and time-consuming to remove; and operator skill can be a major factor.

Another type of FCAW uses a shielding gas that must be supplied by an external supply. This is known informally as “dual shield” welding. This type of FCAW was developed primarily for welding structural steels. In fact, since it uses both a flux-cored electrode and an external shielding gas, one might say that it is a combination of gas metal (GMAW) and flux-cored arc welding (FCAW). This particular style of FCAW is preferable for welding thicker and out-of-position metals. The slag created by the flux is also easy to remove. The main advantages of this process is that in a closed shop environment, it generally produces welds of better and more consistent mechanical properties, with fewer weld defects than either the SMAW or GMAW processes. In practice it also allows a higher production rate, since the operator does not need to stop periodically to fetch a new electrode, as is the case in SMAW. However, like GMAW, it cannot be used in a windy environment as the loss of the shielding gas from air flow will produce visible porosity (small craters) on the surface of the weld.

Process variables

• Wire feed speed (and current)
• Arc voltage
• Electrode extension
• Travel speed and angle
• Electrode angles
• Electrode wire type
• Shielding gas composition (if required) Note: FCAW wires that don’t require a shielding gas commonly emit fumes that are extremely toxic; these require adequate ventilation or the use of a sealed mask that will provide the welder with fresh air.

Advantages and applications

• FCAW may be an “all-position” process with the right filler metals (the consumable electrode)
• No shielding gas needed making it suitable for outdoor welding and/or windy conditions
• A high-deposition rate process (speed at which the filler metal is applied) in the 1G/1F/2F
• Some “high-speed” (e.g., automotive applications)
• Less precleaning of metal required
• Metallurgical benefits from the flux such as the weld metal being protected initially from external factors until the flux is chipped away

Used on the following alloys:

• Mild and low alloy steels
• Stainless steels
• Some high nickel alloys
• Some wearfacing/surfacing alloys

Disadvantages

Of course, all of the usual issues that occur in welding can occur in FCAW such as incomplete fusion between base metals, slag inclusion (non-metallic inclusions), and cracks in the welds. But there are a few concerns that come up with FCAW that are worth taking special note of:

• Melted Contact Tip – happens when the electrode actually contacts the base metal, thereby fusing the two
• Irregular wire feed – typically a mechanical problem
• Porosity – the gases (specifically those from the flux-core) don’t escape the welded area before the metal hardens, leaving holes in the welded metal
• More costly filler material/wire as compared to GMAW

Originally developed for welding aluminum and other non-ferrous materials in the 1940s, GMAW was soon applied to steels because it allowed for lower welding time compared to other welding processes. The cost of inert gas limited its use in steels until several years later, when the use of semi-inert gases such as carbon dioxide became common. Further developments during the 1950s and 1960s gave the process more versatility and as a result, it became a highly used industrial process. Today, GMAW is the most common industrial welding process, preferred for its versatility, speed and the relative ease of adapting the process to robotic automation. The automobile industry in particular uses GMAW welding almost exclusively. Unlike welding processes that do not employ a shielding gas, such as shielded metal arc welding, it is rarely used outdoors or in other areas of air volatility. A related process, flux cored arc welding, often does not utilize a shielding gas, instead employing a hollow electrode wire that is filled with flux on the inside.

Development

The principles of gas metal arc welding began to be understood in the early 19th century, after Humphry Davy discovered the short pulsed electric arcs in 1800 and then Vasily Petrov independently produced the continuous electric arc in 1802 (soon followed by Davy). In his work published in 1803 Petrov proposed the usage of electric arc in welding, having managed to perform a simple experimental welding. But it was not until the 1880s that the technology became developed with the aim of industrial usage. At first, the practical method of carbon arc welding invented by Nikolay Benardos was used, utilising carbon electrodes known from the time of Davy and Petrov. By the late 1880s, metal electrodes had been invented by Nikolay Slavyanov (1888) and C. L. Coffin (1890). In 1920, an early predecessor of GMAW was invented by P. O. Nobel of General Electric. It used a bare electrode wire and direct current, and used arc voltage to regulate the feed rate. It did not use a shielding gas to protect the weld, as developments in welding atmospheres did not take place until later that decade. In 1926 another forerunner of GMAW was released, but it was not suitable for practical use.

It was not until 1948 that GMAW was finally developed by the Battelle Memorial Institute. It used a smaller diameter electrode and a constant voltage power source, which had been developed by H. E. Kennedy. It offered a high deposition rate, but the high cost of inert gases limited its use to non-ferrous materials and cost savings were not obtained. In 1953, the use of carbon dioxide as a welding atmosphere was developed, and it quickly gained popularity in GMAW, since it made welding steel more economical. In 1958 and 1959, the short-arc variation of GMAW was released, which increased welding versatility and made the welding of thin materials possible while relying on smaller electrode wires and more advanced power supplies. It quickly became the most popular GMAW variation. The spray-arc transfer variation was developed in the early 1960s, when experimenters added small amounts of oxygen to inert gases. More recently, pulsed current has been applied, giving rise to a new method called the pulsed spray-arc variation.

As noted, GMAW is currently one of the most popular welding methods, especially in industrial environments. It is used extensively by the sheet metal industry and, by extension, the automobile industry. There, the method is often used for arc spot welding, thereby replacing riveting or resistance spot welding. It is also popular for automated welding, in which robots handle the workpieces and the welding gun to speed up the manufacturing process. Generally, it is unsuitable for welding outdoors, because the movement of the surrounding air can dissipate the shielding gas and thus make welding more difficult, while also decreasing the quality of the weld. The problem can be alleviated to some extent by increasing the shielding gas output, but this can be expensive and may also affect the quality of the weld. In general, processes such as shielded metal arc welding and flux cored arc welding are preferred for welding outdoors, making the use of GMAW in the construction industry rather limited. Furthermore, the use of a shielding gas makes GMAW an unpopular underwater welding process, but can be used in space since there is no oxygen to oxidize the weld.

Equipment

To perform gas metal arc welding, the basic necessary equipment is a welding gun, a wire feed unit, a welding power supply, an electrode wire, and a shielding gas supply.

Welding gun and wire feed unit

The typical GMAW welding gun has a number of key parts—a control switch, a contact tip, a power cable, a gas nozzle, an electrode conduit and liner, and a gas hose. The control switch, or trigger, when pressed by the operator, initiates the wire feed, electric power, and the shielding gas flow, causing an electric arc to be struck. The contact tip, normally made of copper and sometimes chemically treated to reduce spatter, is connected to the welding power source through the power cable and transmits the electrical energy to the electrode while directing it to the weld area. It must be firmly secured and properly sized, since it must allow the passage of the electrode while maintaining an electrical contact. Before arriving at the contact tip, the wire is protected and guided by the electrode conduit and liner, which help prevent buckling and maintain an uninterrupted wire feed. The gas nozzle is used to evenly direct the shielding gas into the welding zone—if the flow is inconsistent, it may not provide adequate protection of the weld area. Larger nozzles provide greater shielding gas flow, which is useful for high current welding operations, in which the size of the molten weld pool is increased. The gas is supplied to the nozzle through a gas hose, which is connected to the tanks of shielding gas. Sometimes, a water hose is also built into the welding gun, cooling the gun in high heat operations.

The wire feed unit supplies the electrode to the work, driving it through the conduit and on to the contact tip. Most models provide the wire at a constant feed rate, but more advanced machines can vary the feed rate in response to the arc length and voltage. Some wire feeders can reach feed rates as high as 30.5 m/min (1200 in/min), but feed rates for semiautomatic GMAW typically range from 2 to 10 m/min (75–400 in/min).

Welding Gun Types

The most common welding gun is a hand held air-cooled gun, it is used for general welding. The second most common type of welding torch is water-cooled, it uses higher current levels for heavier sections and larger wire diameters. The third typical holder type is an automatic gun that is water cooled; this gun is used typically with automated equipment.

Power supply

Most applications of gas metal arc welding use a constant voltage power supply. As a result, any change in arc length (which is directly related to voltage) results in a large change in heat input and current. A shorter arc length will cause a much greater heat input, which will make the wire electrode melt more quickly and thereby restore the original arc length. This helps operators keep the arc length consistent even when manually welding with hand-held welding guns. To achieve a similar effect, sometimes a constant current power source is used in combination with an arc voltage-controlled wire feed unit. In this case, a change in arc length makes the wire feed rate adjust in order to maintain a relatively constant arc length. In rare circumstances, a constant current power source and a constant wire feed rate unit might be coupled, especially for the welding of metals with high thermal conductivities, such as aluminum. This grants the operator additional control over the heat input into the weld, but requires significant skill to perform successfully.

Alternating current is rarely used with GMAW; instead, direct current is employed and the electrode is generally positively charged. Since the anode tends to have a greater heat concentration, this results in faster melting of the feed wire, which increases weld penetration and welding speed. The polarity can be reversed only when special emissive-coated electrode wires are used, but since these are not popular, a negatively charged electrode is rarely employed.

Electrode

Electrode selection is based primarily on the composition of the metal being welded, the process variation being used, joint design and the material surface conditions. Electrode selection greatly influences the mechanical properties of the weld and is a key factor of weld quality. In general the finished weld metal should have mechanical properties similar to those of the base material with no defects such as discontinuities, entrained contaminants or porosity within the weld. To achieve these goals a wide variety of electrodes exist. All commercially available electrodes contain deoxidizing metals such as silicon, manganese, titanium and aluminum in small percentages to help prevent oxygen porosity. Some contain denitriding metals such as titanium and zirconium to avoid nitrogen porosity. Depending on the process variation and base material being welded the diameters of the electrodes used in GMAW typically range from 0.7 to 2.4 mm (0.028–0.095 in) but can be as large as 4 mm (0.16 in). The smallest electrodes, generally up to 1.14 mm (0.045 in) are associated with the short-circuiting metal transfer process, while the most common spray-transfer process mode electrodes are usually at least 0.9 mm (0.035 in).

Shielding gas

Shielding gases are necessary for gas metal arc welding to protect the welding area from atmospheric gases such as nitrogen and oxygen, which can cause fusion defects, porosity, and weld metal embrittlement if they come in contact with the electrode, the arc, or the welding metal. This problem is common to all arc welding processes; for example, in the older Shielded-Metal Arc Welding process (SMAW), the electrode is coated with a solid flux which evolves a protective cloud of carbon dioxide when melted by the arc. In GMAW, however, the electrode wire does not have a flux coating, and a separate shielding gas is employed to protect the weld. This eliminates slag, the hard residue from the flux that builds up after welding and must be chipped off to reveal the completed weld.

The choice of a shielding gas depends on several factors, most importantly the type of material being welded and the process variation being used. Pure inert gases such as argon and helium are only used for nonferrous welding; with steel they do not provide adequate weld penetration (argon) or cause an erratic arc and encourage spatter (with helium). Pure carbon dioxide, on the other hand, allows for deep penetration welds but encourages oxide formation, which adversely affect the mechanical properties of the weld. Its low cost makes it an attractive choice, but because of the reactivity of the arc plasma, spatter is unavoidable and welding thin materials is difficult. As a result, argon and carbon dioxide are frequently mixed in a 75%/25% to 90%/10% mixture. Generally, in short circuit GMAW, higher carbon dioxide content increases the weld heat and energy when all other weld parameters (volts, current, electrode type and diameter) are held the same. As the carbon dioxide content increases over 20%, spray transfer GMAW becomes increasingly problematic, especially with smaller electrode diameters.

Argon is also commonly mixed with other gases, oxygen, helium, hydrogen, and nitrogen. The addition of up to 5% oxygen (like the higher concentrations of carbon dioxide mentioned above) can be helpful in welding stainless steel, however, in most applications carbon dioxide is preferred. Increased oxygen makes the shielding gas oxidize the electrode, which can lead to porosity in the deposit if the electrode does not contain sufficient deoxidizers. Excessive oxygen, especially when used in application for which it is not prescribed, can lead to brittleness in the heat affected zone. Argon-helium mixtures are extremely inert, and can be used on nonferrous materials. A helium concentration of 50%–75% raises the required voltage and increases the heat in the arc, due to helium’s higher ionization temperature. Hydrogen is sometimes added to argon in small concentrations (up to about 5%) for welding nickel and thick stainless steel workpieces. In higher concentrations (up to 25% hydrogen), it may be used for welding conductive materials such as copper. However, it should not be used on steel, aluminum or magnesium because it can cause porosity and hydrogen embrittlement. Additionally, nitrogen is sometimes added to argon to a concentration of 25%–50% for welding copper, but the use of nitrogen, especially in North America, is limited.

Shielding gas mixtures of three or more gases are also available. Mixtures of argon, carbon dioxide and oxygen are marketed for welding steels. Other mixtures add a small amount of helium to argon-oxygen combinations, these mixtures are claimed to allow higher arc voltages and welding speed. Helium is also sometimes used as the base gas, with small amounts of argon and carbon dioxide added. However, because it is less dense than air, helium is less effective in shielding the weld than argon– which is denser than air. It also can lead to arc stability and penetration issues, and increased spatter, due to its much more energetic arc plasma. Helium is also substantially more expensive than other shielding gases. Other specialized and often proprietary gas mixtures claim even greater benefits for specific applications.

The desirable rate of shielding-gas flow depends primarily on weld geometry, speed, current, the type of gas, and the metal transfer mode being utilized. Welding flat surfaces requires higher flow than welding grooved materials, since the gas is dispersed more quickly. Faster welding speeds, in general, mean that more gas needs to be supplied to provide adequate coverage. Additionally, higher current requires greater flow, and generally, more helium is required to provide adequate coverage than if argon is used. Perhaps most importantly, the four primary variations of GMAW have differing shielding gas flow requirements—for the small weld pools of the short circuiting and pulsed spray modes, about 10 L/min (20 ft³/h) is generally suitable, whereas for globular transfer, around 15 L/min (30 ft³/h) is preferred. The spray transfer variation normally requires more shielding-gas flow because of its higher heat input and thus larger weld pool. Typical gas-flow amounts are approximately 20–25 L/min (40–50 ft³/h).

Operation

Technique

The basic technique for GMAW is quite simple, since the electrode is fed automatically through the torch. By contrast, in gas tungsten arc welding, the welder must handle a welding torch in one hand and a separate filler wire in the other, and in shielded metal arc welding, the operator must frequently chip off slag and change welding electrodes. GMAW requires only that the operator guide the welding gun with proper position and orientation along the area being welded. Keeping a consistent contact tip-to-work distance (the stick out distance) is important, because a long stickout distance can cause the electrode to overheat and will also waste shielding gas. Stickout distance varies for different GMAW weld processes and applications. For short-circuit transfer, the stickout is generally 1/4 inch to 1/2 inch, for spray transfer the stickout is generally 1/2 inch. The position of the end of the contact tip to the gas nozzle are related to the stickout distance and also varies with transfer type and application. The orientation of the gun is also important—it should be held so as to bisect the angle between the workpieces; that is, at 45 degrees for a fillet weld and 90 degrees for welding a flat surface. The travel angle, or lead angle, is the angle of the torch with respect to the direction of travel, and it should generally remain approximately vertical. However, the desirable angle changes somewhat depending on the type of shielding gas used—with pure inert gases, the bottom of the torch is often slightly in front of the upper section, while the opposite is true when the welding atmosphere is carbon dioxide.

Quality

Two of the most prevalent quality problems in GMAW are dross and porosity. If not controlled, they can lead to weaker, less ductile welds. Dross is an especially common problem in aluminum GMAW welds, normally coming from particles of aluminum oxide or aluminum nitride present in the electrode or base materials. Electrodes and workpieces must be brushed with a wire brush or chemically treated to remove oxides on the surface. Any oxygen in contact with the weld pool, whether from the atmosphere or the shielding gas, causes dross as well. As a result, sufficient flow of inert shielding gases is necessary, and welding in volatile air should be avoided.

In GMAW the primary cause of porosity is gas entrapment in the weld pool, which occurs when the metal solidifies before the gas escapes. The gas can come from impurities in the shielding gas or on the workpiece, as well as from an excessively long or violent arc. Generally, the amount of gas entrapped is directly related to the cooling rate of the weld pool. Because of its higher thermal conductivity, aluminum welds are especially susceptible to greater cooling rates and thus additional porosity. To reduce it, the workpiece and electrode should be clean, the welding speed diminished and the current set high enough to provide sufficient heat input and stable metal transfer but low enough that the arc remains steady. Preheating can also help reduce the cooling rate in some cases by reducing the temperature gradient between the weld area and the base material.

Safety

Gas metal arc welding can be dangerous if proper precautions are not taken. Since GMAW employs an electric arc, welders wear protective clothing, including heavy leather gloves and protective long sleeve jackets, to avoid exposure to extreme heat and flames. In addition, the brightness of the electric arc is a source of the condition known as arc eye, an inflammation of the cornea caused by ultraviolet light and, in prolonged exposure, possible burning of the retina in the eye. Conventional welding helmets contain dark face plates to prevent this exposure. Newer helmet designs feature a liquid crystal-type face plate that self-darken upon exposure to high amounts of UV light. Transparent welding curtains, made of a polyvinyl chloride plastic film, are often used to shield nearby workers and bystanders from exposure to the UV light from the electric arc.

Welders are also often exposed to dangerous gases and particulate matter. GMAW produces smoke containing particles of various types of oxides, and the size of the particles in question tends to influence the toxicity of the fumes, with smaller particles presenting a greater danger. Additionally, carbon dioxide and ozone gases can prove dangerous if ventilation is inadequate. Furthermore, because the use of compressed gases in GMAW pose an explosion and fire risk, some common precautions include limiting the amount of oxygen in the air and keeping combustible materials away from the workplace. While porosity usually results from atmospheric contamination, too much shielding gas has a similar effect; if the flow rate is too high it may create a vortex that draws in the surrounding air, thereby contaminating the weld pool as it cools. The gas output should be felt (as a cool breeze) on a dry hand but not enough to create any noticeable pressure, this equates to between 20–25 psi (mild and stainless steel). Above 26 volts the gas debit should be augmented slightly since the weld pool takes longer to cool. As a factor that is often ignored, many flow meters are never adjusted and typically run between 35–45 psi. A healthy reduction of gas will not affect the quality of the weld, will save money on shielding gas and reduce the rate at which the tank must be replaced.

Metal transfer modes

The three transfer modes in GMAW are globular, short-circuiting, and spray. There are a few recognized variations of these three transfer modes including modified short-circuiting and pulsed-spray.

Globular

GMAW with globular metal transfer is often considered the most undesirable of the three major GMAW variations, because of its tendency to produce high heat, a poor weld surface, and spatter. The method was originally developed as a cost efficient way to weld steel using GMAW, because this variation uses carbon dioxide, a less expensive shielding gas than argon. Adding to its economic advantage was its high deposition rate, allowing welding speeds of up to 110 mm/s (250 in/min). As the weld is made, a ball of molten metal from the electrode tends to build up on the end of the electrode, often in irregular shapes with a larger diameter than the electrode itself. When the droplet finally detaches either by gravity or short circuiting, it falls to the workpiece, leaving an uneven surface and often causing spatter. As a result of the large molten droplet, the process is generally limited to flat and horizontal welding positions. The high amount of heat generated also is a downside, because it forces the welder to use a larger electrode wire, increases the size of the weld pool, and causes greater residual stresses and distortion in the weld area.

Short-circuiting

Further developments in welding steel with GMAW led to a variation known as short-circuiting or short-arc GMAW, in which the current is lower than for the globular method. As a result of the lower current, the heat input for the short-arc variation is considerably reduced, making it possible to weld thinner materials while decreasing the amount of distortion and residual stress in the weld area. As in globular welding, molten droplets form on the tip of the electrode, but instead of dropping to the weld pool, they bridge the gap between the electrode and the weld pool as a result of the lower wire feed rate. This causes a short circuit and extinguishes the arc, but it is quickly reignited after the surface tension of the weld pool pulls the molten metal bead off the electrode tip. This process is repeated about 100 times per second, making the arc appear constant to the human eye. This type of metal transfer provides better weld quality and less spatter than the globular variation, and allows for welding in all positions, albeit with slower deposition of weld material. Setting the weld process parameters (volts, amps and wire feed rate) within a relatively narrow band is critical to maintaining a stable arc: generally between 100 to 200 amps at 17 to 22 volts for most applications. Also, using short-arc transfer can result in lack of fusion and insufficient penetration when welding thicker materials, due to the lower arc energy and rapidly freezing weld pool. Like the globular variation, it can only be used on ferrous metals.

Modified short-circuiting

There are proprietary derivatives of the short-circuiting transfer mode which use a modified waveform to reduce some of the problems found with short-circuiting, mainly spatter and a turbulent weld pool. Typically these systems sense the progression of the short circuit as it happens and modulate the current to limit the amount of force behind spatter and turbulence-producing events. Several manufacturers now sell welding power supplies which employ technology to this end: Miller Electric has a process called Regulated Metal Deposition (RMD), while Lincoln Electric sells their process called Surface Tension Transfer (STT). Other companies take a different approach to making short circuit transfer usable: Fronius has a technique called Cold Metal Transfer (CMT) which physically withdraws the electrode from the welding puddle at a certain rate and pattern.

RMD and STT achieve the modified short circuiting via software that controls the current. The RMD process breaks the process into seven steps:

1. Wet: Let the ball on the end of the wire wet-out to the puddle.
2. Pinch: Increase the current to a level high enough to initiate a pinch effect.
3. Clear: Maintain and slightly increase the pinch current to clear the short circuit while simultaneously watching for pinch detection.
4. Blink: Upon pinch detection, rapidly decrease the current. Pinch detection occurs before the short clears. The inverter “shuts off” and current decays to a low level before the short circuit breaks.
5. Ball: Increase current to form a ball for the next short circuit.
6. Background: Drop the current to a low enough level to allow a short circuit to occur.
7. Pre-short: If the background current exists for a relatively long time, the pre-short period drops current to an even lower level to make sure arc force does not produce excessive puddle agitation.

Spray

Spray transfer GMAW was the first metal transfer method used in GMAW, and well-suited to welding aluminum and stainless steel while employing an inert shielding gas. In this GMAW process, the weld electrode metal is rapidly passed along the stable electric arc from the electrode to the workpiece, essentially eliminating spatter and resulting in a high-quality weld finish. As the current and voltage increases beyond the range of short circuit transfer the weld electrode metal transfer transitions from larger globules through small droplets to a vaporized stream at the highest energies. Since this vaporized spray transfer variation of the GMAW weld process requires higher voltage and current than short circuit transfer, and as a result of the higher heat input and larger weld pool area (for a given weld electrode diameter), it is generally used only on workpieces of thicknesses above about 6.4 mm (0.25 in). Also, because of the large weld pool, it is often limited to flat and horizontal welding positions and sometimes also used for vertical-down welds. It is generally not practical for root pass welds. When a smaller electrode is used in conjunction with lower heat input, its versatility increases. The maximum deposition rate for spray arc GMAW is relatively high; about 60 mm/s (150 in/min).

Pulsed-spray

A variation of the spray transfer mode, pulse-spray is based on the principles of spray transfer but uses a pulsing current to melt the filler wire and allow one small molten droplet to fall with each pulse. The pulses allow the average current to be lower, decreasing the overall heat input and thereby decreasing the size of the weld pool and heat-affected zone while making it possible to weld thin workpieces. The pulse provides a stable arc and no spatter, since no short-circuiting takes place. This also makes the process suitable for nearly all metals, and thicker electrode wire can be used as well. The smaller weld pool gives the variation greater versatility, making it possible to weld in all positions. In comparison with short arc GMAW, this method has a somewhat slower maximum speed (85 mm/s or 200 in/min) and the process also requires that the shielding gas be primarily argon with a low carbon dioxide concentration. Additionally, it requires a special power source capable of providing current pulses with a frequency between 30 and 400 pulses per second. However, the method has gained popularity, since it requires lower heat input and can be used to weld thin workpieces, as well as nonferrous materials.

Development

After the discovery of the electric arc in 1800 by Humphry Davy there was little development in electrical welding until Auguste de Méritens developed a carbon arc torch, patented in 1881. Nikolay Benardos developed carbon arc welding, obtaining patents from 1887 showing a rudimentary electrode holder. In 1888 consumable metal electrode was invented by Nikolay Slavyanov. Later in 1890 C. L. Coffin received U.S. Patent 428,459 for his arc welding method that utilized a metal electrode. The process, like SMAW, deposited melted electrode metal into the weld as filler.

Around 1900 A. P. Strohmenger and Oscar Kjellberg released the first coated electrodes. Strohmenger used Clay and lime coating to stabilize the arc, while Kjellberg dipped iron wire into mixtures of carbonates and silicates to coat the electrode. In 1912 Strohmenger released a heavily coated electrode but high cost and complex production methods prevented these early electrodes from gaining popularity. In 1927 the development of an extrusion process reduced the cost of coating electrodes while allowing manufacturers to produce more complex coating mixtures designed for specific applications. In the 1950s manufacturers introduced iron powder into the flux coating, making it possible to increase the welding speed.

In 1938 K. K. Madsen described an automated variation of SMAW, now known as gravity welding. It briefly gained popularity in the 1960s after receiving publicity for its use in Japanese shipyards though today its applications are limited. Another little used variation of the process, known as firecracker welding, was developed around the same time by George Hafergut in Austria.

Operation

 

SMAW weld area

To strike the electric arc, the electrode is brought into contact with the workpiece by a very light touch with the electrode to the base metal then is pulled back slightly. This initiates the arc and thus the melting of the workpiece and the consumable electrode, and causes droplets of the electrode to be passed from the electrode to the weld pool. As the electrode melts, the flux covering disintegrates, giving off shielding gases that protect the weld area from oxygen and other atmospheric gases. In addition, the flux provides molten slag which covers the filler metal as it travels from the electrode to the weld pool. Once part of the weld pool, the slag floats to the surface and protects the weld from contamination as it solidifies. Once hardened, it must be chipped away to reveal the finished weld. As welding progresses and the electrode melts, the welder must periodically stop welding to remove the remaining electrode stub and insert a new electrode into the electrode holder. This activity, combined with chipping away the slag, reduce the amount of time that the welder can spend laying the weld, making SMAW one of the least efficient welding processes. In general, the operator factor, or the percentage of operator’s time spent laying weld, is approximately 25%.

The actual welding technique utilized depends on the electrode, the composition of the workpiece, and the position of the joint being welded. The choice of electrode and welding position also determine the welding speed. Flat welds require the least operator skill, and can be done with electrodes that melt quickly but solidify slowly. This permits higher welding speeds. Sloped, vertical or upside-down welding requires more operator skill, and often necessitates the use of an electrode that solidifies quickly to prevent the molten metal from flowing out of the weld pool. However, this generally means that the electrode melts less quickly, thus increasing the time required to lay the weld.

Quality

The most common quality problems associated with SMAW include weld spatter, porosity, poor fusion, shallow penetration, and cracking. Weld spatter, while not affecting the integrity of the weld, damages its appearance and increases cleaning costs. It can be caused by excessively high current, a long arc, or arc blow, a condition associated with direct current characterized by the electric arc being deflected away from the weld pool by magnetic forces. Arc blow can also cause porosity in the weld, as can joint contamination, high welding speed, and a long welding arc, especially when low-hydrogen electrodes are used. Porosity, often not visible without the use of advanced nondestructive testing methods, is a serious concern because it can potentially weaken the weld. Another defect affecting the strength of the weld is poor fusion, though it is often easily visible. It is caused by low current, contaminated joint surfaces, or the use of an improper electrode. Shallow penetration, another detriment to weld strength, can be addressed by decreasing welding speed, increasing the current or using a smaller electrode. Any of these weld-strength-related defects can make the weld prone to cracking, but other factors are involved as well. High carbon, alloy or sulfur content in the base material can lead to cracking, especially if low-hydrogen electrodes and preheating are not employed. Furthermore, the workpieces should not be excessively restrained, as this introduces residual stresses into the weld and can cause cracking as the weld cools and contracts.

Safety

SMAW welding, like other welding methods, can be a dangerous and unhealthy practice if proper precautions are not taken. The process uses an open electric arc, which presents a risk of burns which are prevented by personal protective equipment in the form of heavy leather gloves and long sleeve jackets. Additionally, the brightness of the weld area can lead to a condition called arc eye, in which ultraviolet light causes inflammation of the cornea and can burn the retinas of the eyes. Welding helmets with dark face plates are worn to prevent this exposure, and in recent years, new helmet models have been produced that feature a face plate that self-darkens upon exposure to high amounts of UV light. To protect bystanders, especially in industrial environments, transparent welding curtains often surround the welding area. These curtains, made of a polyvinyl chloride plastic film, shield nearby workers from exposure to the UV light from the electric arc, but should not be used to replace the filter glass used in helmets.

In addition, the vaporizing metal and flux materials expose welders to dangerous gases and particulate matter. The smoke produced contains particles of various types of oxides. The size of the particles in question tends to influence the toxicity of the fumes, with smaller particles presenting a greater danger. Additionally, gases like carbon dioxide and ozone can form, which can prove dangerous if ventilation is inadequate. Some of the latest welding masks are fitted with an electric powered fan to help disperse harmful fumes.

Application and materials

Shielded metal arc welding is one of the world’s most popular welding processes, accounting for over half of all welding in some countries. Because of its versatility and simplicity, it is particularly dominant in the maintenance and repair industry, and is heavily used in the construction of steel structures and in industrial fabrication. In recent years its use has declined as flux-cored arc welding has expanded in the construction industry and gas metal arc welding has become more popular in industrial environments. However, because of the low equipment cost and wide applicability, the process will likely remain popular, especially among amateurs and small businesses where specialized welding processes are uneconomical and unnecessary.

SMAW is often used to weld carbon steel, low and high alloy steel, stainless steel, cast iron, and ductile iron. While less popular for nonferrous materials, it can be used on nickel and copper and their alloys and, in rare cases, on aluminium. The thickness of the material being welded is bounded on the low end primarily by the skill of the welder, but rarely does it drop below 0.05 in (1.5 mm). No upper bound exists: with proper joint preparation and use of multiple passes, materials of virtually unlimited thicknesses can be joined. Furthermore, depending on the electrode used and the skill of the welder, SMAW can be used in any position.

Equipment

Shielded metal arc welding equipment typically consists of a constant current welding power supply and an electrode, with an electrode holder, a ground clamp, and welding cables (also known as welding leads) connecting the two.

Power supply

The power supply used in SMAW has constant current output, ensuring that the current (and thus the heat) remains relatively constant, even if the arc distance and voltage change. This is important because most applications of SMAW are manual, requiring that an operator hold the torch. Maintaining a suitably steady arc distance is difficult if a constant voltage power source is used instead, since it can cause dramatic heat variations and make welding more difficult. However, because the current is not maintained absolutely constant, skilled welders performing complicated welds can vary the arc length to cause minor fluctuations in the current.

The preferred polarity of the SMAW system depends primarily upon the electrode being used and the desired properties of the weld. Direct current with a negatively charged electrode (DCEN) causes heat to build up on the electrode, increasing the electrode melting rate and decreasing the depth of the weld. Reversing the polarity so that the electrode is positively charged (DCEP) and the workpiece is negatively charged increases the weld penetration. With alternating current the polarity changes over 100 times per second, creating an even heat distribution and providing a balance between electrode melting rate and penetration.

Typically, the equipment used for SMAW consists of a step-down transformer and for direct current models a rectifier, which converts alternating current into direct current. Because the power normally supplied to the welding machine is high-voltage alternating current, the welding transformer is used to reduce the voltage and increase the current. As a result, instead of 220 V at 50 A, for example, the power supplied by the transformer is around 17–45 V at currents up to 600 A. A number of different types of transformers can be used to produce this effect, including multiple coil and inverter machines, with each using a different method to manipulate the welding current. The multiple coil type adjusts the current by either varying the number of turns in the coil (in tap-type transformers) or by varying the distance between the primary and secondary coils (in movable coil or movable core transformers). Inverters, which are smaller and thus more portable, use electronic components to change the current characteristics.

Electrical generators and alternators are frequently used as portable welding power supplies, but because of lower efficiency and greater costs, they are less frequently used in industry. Maintenance also tends to be more difficult, because of the complexities of using a combustion engine as a power source. However, in one sense they are simpler: the use of a separate rectifier is unnecessary because they can provide either AC or DC. However, the engine driven units are most practical in field work where the welding often must be done out of doors and in locations where transformer type welders are not usable because there is no power source available to be transformed.

In some units the alternator is essentially the same as that used in portable generating sets used to supply mains power, modified to produce a higher current at a lower voltage but still at the 50 or 60 Hz grid frequency. In higher-quality units an alternator with more poles is used and supplies current at a higher frequency, such as 400 Hz. The smaller amount of time the high-frequency waveform spends near zero makes it much easier to strike and maintain a stable arc than with the cheaper grid-frequency sets or grid-frequency mains-powered units.

Electrode

The choice of electrode for SMAW depends on a number of factors, including the weld material, welding position and the desired weld properties. The electrode is coated in a metal mixture called flux, which gives off gases as it decomposes to prevent weld contamination, introduces deoxidizers to purify the weld, causes weld-protecting slag to form, improves the arc stability, and provides alloying elements to improve the weld quality. Electrodes can be divided into three groups—those designed to melt quickly are called “fast-fill” electrodes, those designed to solidify quickly are called “fast-freeze” electrodes, and intermediate electrodes go by the name “fill-freeze” or “fast-follow” electrodes. Fast-fill electrodes are designed to melt quickly so that the welding speed can be maximized, while fast-freeze electrodes supply filler metal that solidifies quickly, making welding in a variety of positions possible by preventing the weld pool from shifting significantly before solidifying.

The composition of the electrode core is generally similar and sometimes identical to that of the base material. But even though a number of feasible options exist, a slight difference in alloy composition can strongly impact the properties of the resulting weld. This is especially true of alloy steels such as HSLA steels. Likewise, electrodes of compositions similar to those of the base materials are often used for welding nonferrous materials like aluminium and copper. However, sometimes it is desirable to use electrodes with core materials significantly different from the base material. For example, stainless steel electrodes are sometimes used to weld two pieces of carbon steel, and are often utilized to weld stainless steel workpieces with carbon steel workpieces.

Electrode coatings can consist of a number of different compounds, including rutile, calcium fluoride, cellulose, and iron powder. Rutile electrodes, coated with 25%–45% TiO₂, are characterized by ease of use and good appearance of the resulting weld. However, they create welds with high hydrogen content, encouraging embrittlement and cracking. Electrodes containing calcium fluoride (CaF₂), sometimes known as basic or low-hydrogen electrodes, are hygroscopic and must be stored in dry conditions. They produce strong welds, but with a coarse and convex-shaped joint surface. Electrodes coated with cellulose, especially when combined with rutile, provide deep weld penetration, but because of their high moisture content, special procedures must be used to prevent excessive risk of cracking. Finally, iron powder is a common coating additive, as it improves the productivity of the electrode, sometimes as much as doubling the yield.

To identify different electrodes, the American Welding Society established a system that assigns electrodes with a four- or five-digit number. Covered electrodes made of mild or low alloy steel carry the prefix E, followed by their number. The first two or three digits of the number specify the tensile strength of the weld metal, in thousand pounds per square inch (ksi). The penultimate digit generally identifies the welding positions permissible with the electrode, typically using the values 1 (normally fast-freeze electrodes, implying all position welding) and 2 (normally fast-fill electrodes, implying horizontal welding only). The welding current and type of electrode covering are specified by the last two digits together. When applicable, a suffix is used to denote the alloying element being contributed by the electrode.

Common electrodes include the E6010, a fast-freeze, all-position electrode with a minimum tensile strength of 60 ksi (410 MPa) which is operated using DCEP. Its cousin E6011 is similar except that it is used with alternating current. E7024 is a fast-fill electrode, used primarily to make flat or horizontal welds using AC, DCEN, or DCEP. Examples of fill-freeze electrodes are the E6012, E6013, and E7014, all of which provide a compromise between fast welding speeds and all-position welding.

Process variations

Though SMAW is almost exclusively a manual arc welding process, one notable process variation exists, known as gravity welding or gravity arc welding. It serves as an automated version of the traditional shielded metal arc welding process, employing an electrode holder attached to an inclined bar along the length of the weld. Once started, the process continues until the electrode is spent, allowing the operator to manage multiple gravity welding systems. The electrodes employed (often E6027 or E7024) are coated heavily in flux, and are typically 28 in (0.8 m) in length and about 0.25 in (6 mm) thick. As in manual SMAW, a constant current welding power supply is used, with either negative polarity direct current or alternating current. Due to a rise in the use of semiautomatic welding processes such as flux-cored arc welding, the popularity of gravity welding has fallen as its economic advantage over such methods is often minimal. Other SMAW-related methods that are even less frequently used include firecracker welding, an automatic method for making butt and fillet welds, and massive electrode welding, a process for welding large components or structures that can deposit up to 60 lb (27 kg) of weld metal per hour.