Selecting Your Welding Process
Sure, you know you have a weld to make. . .that's the easy part. . . but you need to start by examining your application.. Everybody's job is individual and has specific requirements. Therefore, if you're really confused the best idea is to consult a welding expert in person. If you still have questions after reading this article, just
ask us online.

However, this article can help you with welding process selection in four easy steps:
1.) The joint to be welded is analyzed in terms of its requirements.
2.) The joint requirements are matched with the capabilities of available processes. One or more of the processes are selected for further examination.
3.) A checklist of variables is used to determine the ability of the selected processes(s) to meet the particular application.
4.) Finally, the proposed process or processes deemed most efficient are reviewed with an informed representative of the equipment manufacturer for verification of suitability and for more information
Step 1 - Analysis of Joint Requirements.

The first thing to look at is whether your weld joint is large or small, whether the joint is out-of-position or not, and whether the base metal is thick or thin.
In welding, the needs of any joint are expressed in four terms:
Fast-Fill (high deposition rate),
Fast-Freeze (the joint is out-of-position - overhead or vertical),
Fast-Follow (high arc speed and very small welds), and
Penetration (the depth the weld penetrates the base metal)
Fast-Fill is required when a large amount of weld metal is needed to fill the joint. A heavy weld bead can only be laid down in minimum arc time with a high deposition rate. However, Fast-Fill becomes a minor consideration when the weld is small.
Fast-Freeze implies that a joint is out-of-position, and therefore requires quick solidification of the molten crater. Not all semiautomatic processes can be used on fast-freeze joints.
Fast-Follow suggests that the molten metal follows the arc at rapid travel speed, giving continuous, well-shaped beads, without "skips" or islands. This trait is especially desirable on relatively small single-pass welds, such as those used in joining sheet metal.
Penetration varies with the joint. With some joints, penetration must be deep to provide adequate mixing of the weld and base metal and with others it must be limited to prevent burnthrough or cracking.

Any joint can be categorized in terms of the previously mentioned four factors. To determine the appropriate welding process, keep your efforts focused on the requirements of the weld joint. A joint that requires, or can be welded by, just one arc welding process is rare. In fact, the majority of joints usually are characterized
by a combination of these requirements to varying degrees. Once you've determined your appropriate joint requirements and ranked them, have your assessment reviewed by an experienced engineer or welder. With time and experience, you'll be able to make these assessments more accurately and with less difficulty.
Step 2 - Matching Joint Requirements With Processes
Your equipment manufacturers' literature usually will give information on the ability of various processes to fulfill the needs of the joint. (Or, a telephone call or email will bring the needed information.) A wrong answer is virtually impossible at this point, since the deposition rate and arc-speed characteristics of each process can be clearly defined. Since you have characterized your weld joint it is simply a matter of selecting the process that suits your characterization. To view some machines and consumables with various characteristics
click here to view Lincoln Electric's product line.
So what do you do when you find that two or more processes are suitable, which is sometimes the case? You create a checklist!
Step 3 - The Checklist

Considerations other than the joint itself have a bearing on selection decisions. Many of these are specific to your job or welding shop. However, they can be of great importance - and a key factor in eliminating alternate processes. Organize these factors into a checklist and consider them one-by-one:
Volume of Production. You must justify the cost of welding equipment by the amount of work, or productivity, required. Or, if the work volume for one application is not great enough, another application may be found to help offset the costs.
Weld Specifications. Rule out a process if it does not provide the weld properties specified by the code governing the work.
Operator Skill. Operators may develop skill with one process more rapidly than another. Will you have to train your operators in a new process? That adds cost!
Auxiliary Equipment. Every process has a recommended power source and other items of auxiliary equipment. If a process makes use of existing auxiliary equipment, the initial cost in changing to that process can be substantially reduced.
Accessory Equipment. Availability and cost of necessary accessory equipment - chipping hammers, deslagging tools, flux lay-down and pickup equipment, exhaust systems, et cetera - should be taken into account.
Base-Metal Conditions. Rust, oil, fit-up of the joint, weldability of the steel, and other conditions must be considered. These factors could limit the usefulness of a particular process.
Arc Visibility. Is there a problem following irregular seams? Then open-arc processes are advantageous. On the other hand, if there's no difficulty in correct placement of the weld bead, there are "operator-comfort" benefits with the submerged-arc process; no head-shield required and heat from the arc is reduced.
Fixturing Requirements. A change to a semiautomatic process requires some fixturing if productivity is to be realized. Appraise the equipment to find out if it can adapt to processes.
Production Bottlenecks. If the process reduces unit fabrication cost, but creates a production bottleneck, its value is lost. Highly complicated equipment that requires frequent servicing by skilled technicians may slow up your actual production thereby diminishing its value.
The completed checklist should contain every factor known to affect the economics of the operation. Some may be specific to the weld job or weld shop. Other items might include:
- Protection Requirements
- Range of Weld Sizes
- Application Flexibility
- Seam Length
- Setup Time Requirements
- Initial Equipment Cost
- Cleanliness Requirements
Evaluate these items realistically recognizing the peculiarities of the application as well as those of the process, and the equipment.
Human prejudice should not enter the selection process; otherwise objectivity is lost - when all other things are equal, the guiding criterion should be overall cost.
Step 4 - Review of the Application by Manufacturer's Representative.

This may seem redundant, but the talents of experts should be utilized. Thus, the checklist to be used is tailored by the user to his individual situation. You know your application best and your welding expert knows his equipment best. Together, you should be able to confirm or modify the checklist. To contact a Lincoln Electric welding Expert
click here.
Systemizing the Systematic Approach.
A system is of no value unless it is used. Create a chart and follow the steps to determining process. By taking the time to analyze each new weld joint, your operation will become more productive and your welding experience will be more fulfilling.
Source: Adapted from
The Procedure Handbook of Arc Welding. The Lincoln Electric Company, 1994.
To order a copy of Lincoln Electric's Procedure Handbook of Arc Welding or other welding textbooks and educational aids,
click here to print out and fax an order form.
Arc-Welding Fundamentals
The Lincoln Electric Company, 1994.
Arc welding is one of several fusion processes for joining metals. By applying intense heat, metal at the joint between two parts is melted and caused to intermix - directly, or more commonly, with an intermediate molten filler metal. Upon cooling and solidification, a metallurgical bond is created. Since the joining is an intermixture of metals, the final weldment potentially has the same strength properties as the metal of the parts. This is in sharp contrast to non-fusion processes of joining (i.e. soldering, brazing etc.) in which the mechanical and physical properties of the base materials cannot be duplicated at the joint.
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Fig. 1 The basic arc-welding circuit |
In arc welding, the intense heat needed to melt metal is produced by an electric arc. The arc is formed between the actual work and an electrode (stick or wire) that is manually or mechanically guided along the joint. The electrode can either be a rod with the purpose of simply carrying the current between the tip and the work. Or, it may be a specially prepared rod or wire that not only conducts the current but also melts and supplies filler metal to the joint. Most welding in the manufacture of steel products uses the second type of electrode.
Basic Welding Circuit
The basic arc-welding circuit is illustrated in Fig. 1. An AC or DC power source, fitted with whatever controls may be needed, is connected by a work cable to the workpiece and by a "hot" cable to an electrode holder of some type, which makes an electrical contact with the welding electrode.
An arc is created across the gap when the energized circuit and the electrode tip touches the workpiece and is withdrawn, yet still with in close contact.
The arc produces a temperature of about 6500ºF at the tip. This heat melts both the base metal and the electrode, producing a pool of molten metal sometimes called a "crater." The crater solidifies behind the electrode as it is moved along the joint. The result is a fusion bond.
Arc Shielding
However, joining metals requires more than moving an electrode along a joint. Metals at high temperatures tend to react chemically with elements in the air - oxygen and nitrogen. When metal in the molten pool comes into contact with air, oxides and nitrides form which destroy the strength and toughness of the weld joint. Therefore, many arc-welding processes provide some means of covering the arc and the molten pool with a protective shield of gas, vapor, or slag. This is called arc shielding. This shielding prevents or minimizes contact of the molten metal with air. Shielding also may improve the weld. An example is a granular flux, which actually adds deoxidizers to the weld.
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Fig. 2 This shows how the coating on a coated (stick) electrode provides a gaseous shield around the arc and a slag covering on the hot weld deposit. |
Figure 2 illustrates the shielding of the welding arc and molten pool with a Stick electrode. The extruded covering on the filler metal rod, provides a shielding gas at the point of contact while the slag protects the fresh weld from the air.
The arc itself is a very complex phenomenon. In-depth understanding of the physics of the arc is of little value to the welder, but some knowledge of its general characteristics can be useful.
Nature of the Arc
An arc is an electric current flowing between two electrodes through an ionized column of gas. A negatively charged cathode and a positively charged anode create the intense heat of the welding arc. Negative and positive ions are bounced off of each other in the plasma column at an accelerated rate.
In welding, the arc not only provides the heat needed to melt the electrode and the base metal, but under certain conditions must also supply the means to transport the molten metal from the tip of the electrode to the work. Several mechanisms for metal transfer exist. Two (of many) examples include:
- Surface Tension Transfer - a drop of molten metal touches the molten metal pool and is drawn into it by surface tension.
- Spray Arc - the drop is ejected from the molten metal at the electrode tip by an electric pinch propelling it to the molten pool. (great for overhead welding!)
If an electrode is
consumable, the tip melts under the heat of the arc and molten droplets are detached and transported to the work through the arc column. Any arc welding system in which the electrode is melted off to become part of the weld is described as
metal-arc. In carbon or tungsten (TIG) welding there are no molten droplets to be forced across the gap and onto the work. Filler metal is melted into the joint from a separate rod or wire.
More of the heat developed by the arc is transferred to the weld pool with consumable electrodes. This produces higher thermal efficiencies and narrower heat-affected zones.
Since there must be an ionized path to conduct electricity across a gap, the mere switching on of the welding current with an electrically cold electrode posed over it will not start the arc. The arc must be
ignited. This is caused by either supplying an initial voltage high enough to cause a discharge or by touching the electrode to the work and then withdrawing it as the contact area becomes heated.
Arc welding may be done with direct current (DC) with the electrode either positive or negative or alternating current (AC). The choice of current and polarity depends on the process, the type of electrode, the arc atmosphere, and the metal being welded.