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BY K. K. W A N G A N D W E N LIN
ABSTRACT. This paper summarizes away from the interface and then U.S.A. in 1960. A t the American Ma-
the results obtained from a research comes back, as determined by the chine and Foundry Co., Hollander
project on several aspects of flywheel complex interplay between strain (Ref. 4) and Cheng (Refs. 5,. 6) did
friction welding. Temperature rise at hardening and thermal softening. some pioneering work on parameter
the weld interface is found to be more Electron probe microanalyses of the analysis and the thermal aspects of
rapid than that in the continuous- welded joint reveal the existence of friction welding.
drive friction welding process. In the intermediate phase(s) at the bond In 1962, Caterpillar Tractor Com-
welding of % in. diam steel bars, the interface. The formation of such pany developed the so-called inertia
steepest temperature gradient occurs alloys is presumably attributed to welding w h i c h is a modified friction
near the mid-radius in about 0.06 mechanical mixing and partial dif- welding process employing a fly-
sec. It diminishes in 0.2 sec and fusion. wheel to store the energy required for
reaches a nearly steady state of uni- welding. Since then, the names " c o n -
form distribution over the entire inter- v e n t i o n a l " or "continuous-drive" fric-
face. A n optimum operating condition Introduction tion welding have been used specif-
can be quickly established by apply- ically for the original Russian pro-
Historical Background
ing the Response Surface M e t h o d - cess; w h i l e " i n e r t i a " or " f l y w h e e l "
ology. The optimum region for w e l d - It was an old idea to join materials friction welding have been commonly
ing low carbon steels is fairly wide. (metals or plastics) together utilizing used for the Caterpillar process. The
A retraction experiment on Cu-AI the heat generated at the interface by flywheel process is mostly widely
welds indicates that the amount of friction. Some applications and used in the United States.
aluminum adhering to the copper sur- patents w e r e dated back to the turn of Although the t w o processes are
face first increases and then declines the century (Ref. 1). However, scienti- basically the same, their thermal and
as the time of contact increases. This fic study was not started until 1956 mechanical behaviors are expected to
reflects the fact that t h e weakest after Chudikov (Ref. 2) had revived be different due to considerable dif-
plane on the soft metal side moves the old concept and successfully ference in the rate of energy input to
demonstrated the possibility of the welding process and in welding
achieving high quality butt welds be- cycle time. It is conceivable that these
tween metal rods. Intensive research differences may have a significant ef-
K. K. WANG is Associate Professor, Sibley effort has been launched since then fect on the metallurgical aspect of the
School of Mechanical & Aerospace En- by Vill (Ref. 3) and others in the
gineering, and WEN LIN is Research Man- interfacial bond. There has been very
U.S.S.R. in order to understand the little fundamental work published in
ager, Metallography and X-Ray Labora-
tory, Materials Science Center, Cornell process from scientific viewpoints. the literature specifically devoted to
University, Ithaca, New York. The process was introduced to the flywheel friction welding. This paper
234-s | J U N E 1 9 7 4
h.To
-AZ- -Periphery
q(r,t) T
Ar
_4_
-Stage II
q<t>=(-^)V''2 7777777777777 7T777TT7Free End
—z
0 . 1 2 .3
Time, sec. Interface Axis of Rotation
Fig. 2— Theoretical power input (Ref. 8) Fig. 3— Grid network and boundary conditions
experimentation and analysis is es- following equation: working range of the welding pro-
tablished in this study. cess, Eq. (3) becomes a nonlinear par-
Interfacial bonding mechanisms (D tial differential equation for w h i c h an
are investigated during Stage I and
also after the weld is completed. The
q(t) (-¥-)" T t s exact analytical solution is not readily
available. Therefore, the thermal
result of dry friction and interfacial It was also reported that t h e welding analysis is performed by numerical
adhesion w h i c h leads to adiabatic cycle time was appreciably affected methods using a digital computer.
shear during the period of Stage l-ll by the thermal properties of the ma- Figure 3 w h i c h shows a half section
transition are studied by examining terials to be welded. of the workpiece is the grid network
the metal transfer across the inter- A more rigorous thermal analysis employed in the finite difference
face after retraction of the work- in this study has considered t w o - d i - approximation w i t h boundary condi-
pieces. A mathematical model is mensional heat flow and temper- tions specified. The heat input q(r,t)
established to describe a time func- ature-dependent thermal properties from Eq. (2) is taken as surface heat
tion of such metal transfer. Metallurg- of the material. It has been s h o w n flux flowing into the nodes at the
ical examination of the weld zone is (Ref. 10) that the heat input can be ex- interface. Heat loss through the
concentrated on the possible forma- pressed as: peripheral surface of the workpiece
tion of alloys at the interface. Such in- by convection is calculated based on
q(r,t) = 5 . 8 A • r • n(t) (2)
vestigations were carried out by using the condition of a rotating horizontal
metallography and scanning electron where A is a constant determined by cylinder in still air w i t h a variable co-
microscopy (SEM) techniques. the coefficient of friction and the unit efficient of convection h and an a m -
normal pressure, r is the radial dis- bient temperature T M . No heat flow is
Thermal Behavior tance from the center, and n(t) is t h e expected across the centerline be-
Power Input rotational speed as a function of time. cause of the rotational symmetry. It is
This implies that the heat input dis- assumed that there is no heat trans-
It is conceivable that successful tribution over the entire interface is fer at the far end of the workpiece
metallurgical bond by friction welding proportional to the linear rubbing since little temperature rise has been
depends much on the thermal be- velocity at a given instant. A typical noticed there during the welding
havior at the interface. The transient speed curve exhibits very small cycle.
temperature variation in the w e l d change from its initial value in Stage W i t h these boundary conditions
zone is largely determined by the his- I, and it drops rather rapidly there- and using a forward step finite differ-
tory of power input during the weld- after. A mathematical expression is ence method, the difference equation
ing cycle and the thermal properties obtained by fitting a quadratic equa- for the nodal points at the interface is
of the workpiece material. Because of tion to a recorded speed curve so that
the considerably shorter welding the equation can be used in the cal- «At
time and more concentrated power culation of power input.
,+1
T11,1 -- T• 'i -
input in flywheel friction welding, the (Ar);
temperature distribution is expected
to be different from the continuous- Transient Temperature Distribution
drive process. Previous study (Ref. 8) A n analysis of temperature varia-
has suggested that theoretical power tion has been carried out in this study
input at Stages I and II can be rep- for a steel to steel w e l d of round bars.
resented by the curves plotted in Fig. Due to the rotational symmetry, the
2 for 304 stainless welds. The cal- differential equation for t w o - d i m e n - 2aA
culations were based on one-dimen- sional unsteady heat f l o w in solids is
sional heat f l o w and constant ther- (Az)
given by:
mal properties. The linear Stage I
power input was approximated by a where q is the heat flux flowing into a
sine curve. The Stage II power was 32T 1 3T d2T._ 1 3T (3)
node as calculated by Eq. (2). The
calculated based on the power re- r 3r 3z2 « at difference equation for the nodes on
quired to maintain a surface at some the peripheral surface will include a
temperature Ts after an instantane- Since the thermal properties of low term of convection heat loss while
ous rise in surface temperature from carbon steel vary widely and irregu- the equation for all interior nodes in-
some lower temperature T0 by the larly w i t h temperature w i t h i n the volves no heat transfer from exterior
3000 QUUU I i I l
2500 2500
- /vVov T=L6
u_ 2000 /// \ ^\/r=2.5 -
2000
o
rr UJ~ // / \ Y\\
// / \K \ \ \
r-
< I500
rr
or
|2 I500
<
- Ii 1 Increase of
W X
-
UJ rr
Q. UJ
o_ // / welding time
LU I000 § I000
1- 1 / Welding Conditions--
J/ N = 2,100 rpm
500 500 j I = 1.14 lb-ft z -
0 I 1 1 i
4 .6 0 .5 1.0 1.5 2.0 2.5
TIME ,sec. TIME, sec.
Fig. 5 — Temperature variation on the periphery of the workpiece Fig. 6 — Effect of we/ding cycle time
236-s | J U N E 19 7 4
tionship between weld quality (e.g., the mushroom portion of the figure. The microstructural change of ma-
weld strength) and process param- The microstructure in this region is terial at the weld due to mechanical
eters makes it necessary t o use a n characterized by elongated coarse and thermal effects of the welding
empirical approach. The Response grains w i t h plenty of inclusions of process is reflected in the distribution
Surface Methodology (Ref. 11), a oxides and voids. The darker feather- of microhardness measurements.
powerful optimization technique, is shaped part along the center portion Figure 10 shows the microhardness
applied in this study. The basic idea of of the weld is the fresh subsurface distribution on one quarter of a sec-
this optimization scheme is to explore material being flushed out during the tioned specimen. The average Knoop
an unknown response surface w h i c h forging stage. Its microstructure is Hardness Number of the base metal
is assumed regionally continuous and dominated by severely deformed is 213. There is a substantial increase
smooth by design of experiments. grains w i t h outer portions partially re- in hardness from the base metal t o
Successive applications of steepest crystallized. the interface and from the periphery
ascent technique will bring the ex- Figure 9 is a photomicrograph to the center of the specimen. The
periments quickly to a near-sta- showing typical microstructure in the highest hardness w h i c h occurs
tionary region w h i c h could contain a transition zone near t h e center of t h e around the center portion of the inter-
true maximum. Then, more detailed weld. The orientation of elongated
experiments in this limited region w i l l ferrite and pearlite grains exhibits the
determine the local nature of the sur- direction of plastic flow. The sub-
face. In the study of low carbon steel surface material f l o w s outward i n a
friction welds, the optimum region is spiral path due to t h e combined
reached in three steps (Ref. 12). A normal and shear stresses during the
response surface equation is estab- forging stage of the welding cycle.
lished to represent t h e character- The partially deformed heat-affected
istics in this region. It is a three- zone is s h o w n in t w o bright strips
dimensional quadratic equation of the around the w e l d as viewed in t h e
following form after canonical reduc- lightly etched macrograph in Fig. 8.
tion:
INE OF SCAN
interface
BJ.
Periphery Al
; r
I 8 0 0 lbs
I500 rpm
1800 lbs
2 6 0 0 rpm
6 0 0 lbs
N^r' 3 7 0 0 rpm
"0 4 8 12 16
Number of Revolutions of Contact
238-s | J U N E 1 9 7 4
tact. A predetermined number of
revolutions is set by a 3 digit thumb-
wheel digital switch. Actual number
of revolutions is monitored by a digi-
tal counter through a magnetic
pickup. A digital control device is built
LINE OF S C A N
to trigger the separation of the work-
pieces w h e n the preset number of
revolutions is obtained.
Figure 11 shows a f e w typical
metal transfer curves for copper-alu-
minum welds at different welding
conditions. In every case t h e amount
of aluminum welded onto the copper
surface after retraction first increases
and then drops off. This type of curve
can often be observed in many rate
processes of chemical reaction.
Therefore, a basic single-variable
model of the following form is first
entertained:
b
a x exp (-cx d (6)
240-s | J U N E 1974
tinctively different f r o m t h e c o n t i n - cere appreciation to the W e l d i n g Research Process", SAE Trans., Sec. 3, V o l . 7 5 ,
uous-drive process. In w e l d i n g mild Council for partial financial support of t h e 1967, pp. 28-35.
steel bars of 3 / 8 in. diam, t h e steep- project, and to the Caterpillar Tractor C o m - 8. Caterpillar Tractor Company, "Inertia
est temperature gradient occurs near pany for the donation of a research fly- W e l d i n g " , unpublished technical report,
the mid-radius in about 0.06 sec. A wheel friction w e l d i n g machine w h i c h Nov. 1966.
nearly steady state of uniform temper- makes a number of experiments possible. 9. Chin, G. Y., Hosford, W . F., and
ature distribution over t h e entire Backofen, W. A., "Influence of Mechanical
interface is reached in only 0.2 sec. Loading System o n Low-Temperature
References Plastic Instability", Trans. A I M E , Vol. 230,
2. A n optimum w e l d i n g condition
Aug. 1964, pp. 1 0 4 3 - 1 0 4 8 .
can be quickly established by t h e
1. Crossland, B., "Friction W e l d i n g " , 10. W a n g , K. K., and Nagappan, P.,
application of Response Surface "Transient Temperature Distribution in
Contemporary Physics, Vol. 12, No. 6,
Methodology. W e l d i n g of m i l d steels Inertia Welding of S t e e l s " , Welding
Nov. 1 9 7 1 , pp. 5 5 9 - 5 7 4 .
allows a fairly w i d e region for select- Journal, Vol. 4 9 (9), Sept. 1970, Research
2. Quimby, J . A., "Friction W e l d i n g ,
ing welding parameters to yield opti- Past-Present-Future", ASTME Creative Suppl., pp. 41 9-s to 426-s.
mum results. M f g . Seminar, Technical Paper No. SP65- 1 1 . Box, G. E. P., " T h e Exploration a n d
3. The retraction experiment of A l - 90, April 1965. Exploitation of Response Surface: Some
Cu welds indicates that the amount of 3. Vill, V. I., "Friction Welding of General Considerations and Examples",
aluminum adhering to t h e copper Metals", translated and published by t h e Biometrics, Mar. 1 954, pp. 1 6-60.
surface first increases and t h e n de- American Welding Society, 1 9 6 2 . 12. W a n g , K. K., and Rasmussen, G.,
clines as the t i m e of contact i n - 4. Hollander, M. B., Cheng, C. J . a n d "Optimization of Inertia Welding Process
Wyman, J. C , "Friction Welding by Response Surface Methodology",
creases. This reflects the fact that the
Parameter A n a l y s i s " , Welding Journal, Trans. A S M E , Journal of Engg. for Indus-
weakest plane on the soft metal side
Vol. 4 2 (11) Nov. 1 9 6 3 , Research Suppl., try, Vol. 9 4 , No. 4, Nov. 1972, pp. 9 9 9 -
shifts away f r o m t h e interface and pp. 4 9 5 - s to 511-s. 1006.
then moves back, as determined by 5. Cheng, C. J . , "Transient Temper- 13. Shah, H. M., " A Mathematical
the complex interplay between strain ature Distribution During Friction Welding Model of Metal Transfer During the Initial
hardening and thermal softening. of T w o Similar Materials in Tubular Stage of Inertia W e l d i n g " , unpublished
4. Electron probe microanalyses by Form", Welding Journal, Vol. 41 (12) Dec. M.S. Theseis, Cornell University, 1 973.
SEM indicate that an intermediate 1962, Research Suppl., pp. 5 4 2 - s to 550-s. 14. Box, G. E. P., and Hunter, W. G., " A
phase or phases at t h e bond interface 6. Cheng, C. J., "Transient Temper- Useful Method for M o d e l - B u i l d i n g " , Tech-
ature Distribution During Friction Welding nometrics. Vol. 4, No. 3, A u g . 1962, pp.
are in existence. Formation of such
of T w o Dissimilar Materials i n Tubular 301-318.
alloys is presumably attributed to Form", Welding Journal, Vol. 4 2 , No. 5, 15. Philbert, J . , "X-Ray Optics and X-
mechanical mixing and partial dif- May 1 9 6 3 , Research Suppl., pp. 233-s to Ray Microanalys/s", Pattee et al, ed..
fusion. 240-s. Academic Press, 1963, pp. 3 7 9 - 3 9 2 .
A cknowledgements 7. Oberle, T. L , Loyd, C. D „ and Calton, 16. Hansen, M., "Constitution of Binary
The authors w i s h to express their s i n - M. R., "Caterpillar's Inertia W e l d i n g Alloys", M c G r a w - H i l l , 1958.
Specification for
Flux Cored Corrosion-Resisting The Newest Filler
Chromium and Chromium-Nickel Metal Spec
Steel Electrodes, AWS A5.22-74
The specification prescribes all the requirements that must be met for the
classification of flux cored corrosion-resisting chromium and chromium-nickel
steel electrodes. All compositions that are available and seeing significant use are
included. For the first time, the significance of ferrite in the weld deposits of
austenitic grade electrodes has been dealt with. Hence, the chemical compositions
are set up to allow adequate latitude to enable control over the ferrite content in
these electrodes. Also considered is the effect of the shielding medium on the
amount of ferrite that can exist in the weld deposits. Accordingly, the chemical re-
quirements have been adjusted to accommodate this effect, resulting in the estab-
lishment of separate sets of classifications for the externally-shielded and the self-
shielded electrode types. Also for the first time, SI units are given in parentheses
next to the equivalent U.S. customary units, and are included in tables and
figures.
The appendix presents helpful general information on the classification of elec-
trodes and their use. In addition to the usual appendix information, there is a dis-
cussion covering the beneficial and the detrimental effects of ferrite in austenitic
stainless steel weld metals, the problems involved in the measurements of ferrite
and in the calibration of the measuring instruments, and the effects of the
welding technique and the shielding medium on the ferrite content of the weld de-
posit.
Introducing a more complete and easier to use format for all future filler
metal specifications, this newly published document is the result of several years
work by the High Alloy Steel Filler Metal Subcommittee of the AWS Committee
on Filler Metal. $3.50
Discounts: 25% to A and B members; 20% to bookstores, public libraries and
schools; 15% to C and D members.
Send your orders to the American Welding Society, 2501 NW 7th St., Miami,
FL 33125. Florida residents add 4% sales tax.