Shielded metal arc welding

After the discovery of the electric arc in 1800 by Humphry Davy, arc welding began to develop slowly, and by the end of the 19th century, an early welding process called carbon arc welding was developed. Nikolai N. Benardos and Stanislaus Olszewski were awarded patents in the 1880s showing a rudimentary electrode holder, and later, in 1890 C. L. Coffin received a U.S. patent for his arc welding method that utilized a metal electrode. The process, like SMAW, deposited melted electrode metal, serving as filler metal, into the weld.^[2]

Around the turn of the 20th century, A. P. Strohmenger and Oscar Kjellberg released the first coated electrodes. Strohmenger used clay and lime as a coating to stabilize the arc, while Kjellberg dipped iron wire into mixtures of carbonates and silicates to coat the electrode.^[3] In 1912 Strohmenger released a heavily coated electrode, but because of the high cost and complex production methods, none of these early electrodes became popular. In 1927, however, an extrusion process was released that reduced the cost of coating electrodes while opening the door to more complex coating mixtures designed for specific applications. Later, in the 1950s the use of iron powder in the electrode covering became popular, making it possible to increase the welding speed.^[4]

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. However, today its applications are limited. Another little used variation of the process, known as firecracker welding, was developed around the same time by George Haferguy in Austria.^[5]

To strike the electric arc, the electrode is brought into contact with the workpiece in a short sweeping motion and then pulled away 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 vapors 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%.^[6]

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.^[7]

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.^[8]

SMA 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, presenting a risk of burns which is 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 the 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.^[9]

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.^[10]

Shielded metal arc welding is one of 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.^[11]

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 aluminum. 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.^[12]

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

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.^[13]

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 and the workpiece 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.^[14]

Typically, the equipment used for SMAW consists of a step-down transformer and for direct current models a rectifier, for converting 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.^[15]

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.^[16] 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.

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.^[17] 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.^[18]

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 aluminum and copper.^[19] 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.^[20]

Electrode coatings can consist of a number of different compounds, including rutile, calcium fluoride, cellulose, and iron powder. Rutile electrodes, made of 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 made of 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.^[21]

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.^[22]

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.^[23]

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.^[24]

• Cary, Howard B. and Scott C. Helzer (2005). Modern Welding Technology. Upper Saddle River, New Jersey: Pearson Education. ISBN 0-13-113029-3.
• Jeffus, Larry (1999). Welding: Principles and Applications. Albany: Thomson Delmar. ISBN 0-8273-8240-5 .
• Lincoln Electric (1994). The Procedure Handbook of Arc Welding. Cleveland: Lincoln Electric. ISBN 99949-25-82-2 .
• Weman, Klas (2003). Welding processes handbook. New York: CRC Press LLC. ISBN 0-8493-1773-8 .

• The Welding Forum
• SMAW guidelines (.pdf)
• MMA welding from The Welding Institute

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