Disclaimer for FAA Research Publication Although the FAA has sponsored this project, it neither endorses nor rejects the findings of the research. The presentation of this information is in the interest of invoking technical community comment on the results and conclusions of the research. Burford & Widener Page 1 Evaluation of Friction Stir Welding Process and Properties for Aerospace Application: Standards and Specifications Development Dwight A. Burford and Christian A. Widener National Institute for Aviation Research, Wichita State University, Wichita, KS E-mail: dwight.burford@wichita.edu Abstract Friction stir welding is an emergent joining technology that is being incorporated in a variety of aerospace structural applications to reduce part count, manufacturing cycle times, material buy-to-fly ratios, environmental impacts, etc. Though it has been in use since the early 1990s, industry-wide specifications and standards are still lacking. Consequently applications are typically developed on a case-by-case basis, requiring greater effort in terms of testing and validation when compared to applications based on traditional fasteners and joints. Methodologies for developing standards and specifications are needed to ensure the safe and consistent implementation of this technology. Therefore, coordination with specification organizations has been initiated to establish material standards and specifications for friction stirred materials and joints. Introduction Patented in 1991 by The Welding Institute (TWI) of Great Britain,1 friction stir welding (FSW) has been shown to be a viable manufacturing process for numerous applications in all sectors of the transportation industry.2 The aerospace industry is taking particular interest in the process due to potential benefits over conventional joining technologies. Some of these benefits include reductions in component weight, processing and materi- Burford & Widener Page 2 als costs, and manufacturing complexity and time. In addition, FSW is a green (i.e. an environmentally-friendly) manufacturing technology that does not emit harmful gases or light emissions as do conventional welding processes. Further, it is well suited to reduce raw material use in manufacturing and thereby promote better utilization of natural resources. As a solid-state welding process, FSW is capable of joining almost any type of metal, including previously unweldable precipitation-strengthened aerospace 7000 series aluminum alloys. It is a localized thermomechanical metalworking process used to forge and extrude the joint material through the rotating action of a specially designed nonconsumable tool. The weld tool includes a probe and shoulder and generates heat through friction and the release of plastic strain energy. This heat in turn serves to soften the material locally and to promote the establishment of a metallic bond between the work pieces. As the rotating tool is traversed along the joint line, material is extruded around the weld tool probe while simultaneously being forged into a consolidated joint under the pressure and deformation exerted on the workpiece through the weld tool shoulder. Joints produced in this way typically have, for example, higher strengths than riveted joints and much lower residual stresses than fusion welded joints. Based on the interest of the local aviation industry, the National Institute of Aviation Research (NIAR) in Wichita, Kansas, established the Advanced Joining & Processing Laboratory in October 2004. In the lab, research scientists and engineers work with graduate and undergraduate students to carry out research and development programs funded directly by industry as well as by government grants. A key thrust of these research programs is to develop standards and specifications for friction stir welding and Burford & Widener Page 3 related technologies, including friction stir spot welding (FSSW) and friction stir processing (FSP). Design data for friction stir materials and joints are being developed based, in part, on procedures outlined in the Metallic Materials Properties Development & Standardization (MMPDS) handbook, which has served as a repository of aerospace allowables data for many years.3 In addition to the numerous aerospace alloys it covers, this handbook includes a wide array of fasteners and metallurgical joints. Accordingly, minimum mechanical properties data for materials and joints produced by friction stir related technologies are being pursued in two distinct but related programs. The first is spe- cifically for establishing material properties of friction stirred materials. The second is for establishing joint properties based, in part, on the material property values. In both initiatives, FSW is being developed as localized thermal-mechanical processing steps for forming solid state materials and joints.4 In the joint properties initiative there are two main emphasis areas. One is primarily for butt joints and the other for lap joints. The first joint properties initiative is a pathindependent initiative.5,6 The basis for this program comes in part from the observation that FSW has a sufficiently flexible process window that allows many aluminum alloys to be joined with a variety of weld tool designs. In other words, an unlimited number of tool designs can be used to make equally sound joints with independently developed process windows that may or may not be unique to the weld tool. Any advantage one tool may have over another is expected to be evident primarily in terms of productivity, i.e. welding and processing speeds. Burford & Widener Page 4 The focus of the second joint properties initiative is the development of friction stir spot welding (FSSW) as an integral (in-situ) fastener system. In this program, individual “spots” are to be qualified similar to conventional installed (discrete) mechanical fasteners, e.g. rivets. The key difference is that parent material is used to mechanically form an integral fastener between two or more materials joined by a lap joint (either with or without faying surface sealants7,8). In both static and dynamic tests, properly designed FSSW joints are proving superior to rivets.9,10 This is observed to be due, in part, to favorable residual stresses and the elimination of the stress concentration that rivet holes introduce.11 Method This paper provides a brief overview of a roadmap model for developing friction stir material and joint specifications currently under development in the SAE International AMEC and AMS committees. A proposal for formulating a roadmap for design data standards and specifications for friction stir technologies was first given at the 9th MMPDS Coordinating Meeting in April of 2007. 12 The proposed feasibility study was approved by the Coordinating Committee and assigned to the Process Intensive Metal Working Group (PIMWG). This subcommittee was later renamed the Emerging Technology Working Group (ETWG). Subsequent to this initial proposal presentation, a series of presentations and progress reports have been given at the semiannual MMPDS coordination meetings.13,14,15,16,17,18,19 One of the resulting activities, conducting a round-robin test program, will be discussed further in the next section. Burford & Widener Page 5 Incorporation of data in the MMPDS handbook for new fastening and joining technologies, like FSW, must be based on industry specifications that provide a substantial statistical basis for establishing published values. Several industry specifications are reportedly nearing completion by two standards organizations, but neither has been released as of the writing of this report. They are the AWS D17.3:200X “Specification for Friction Stir Welding of Aluminum Alloys for Aerospace Applications,” and the ISO/AWI 25239-1 through -5 specification series, “Friction stir welding of aluminum and its alloys.” Once released, however, neither of these two specifications is expected to provide practical design values for friction stir joints or materials. Therefore, an initiative has been undertaken to prepare Aerospace Material Specifications (AMS) that document minimum specification properties for friction stir materials and joints. Coordination with SAE International on these specifications began in the 203rd meeting of AMEC in October 2008.20 A proposal was presented in the 204th AMEC meeting and the committee approved pursuing the draft of a specification for 2024 sheet material.21 Progress updates were provided in the 205th AMEC meeting22 and the AMS Committee D meeting in March of 2009.23 The next update will be provided at the AMEC meeting in Chicago the first week of August 2009. The AMS material performance specifications for FSW and FSSW may be based on the AWS or ISO FSW industry specifications once released, or they may be established based on new SAE specifications. Material and joint properties specifications will establish the required property levels without necessarily dictating the pathway for achieving those properties. They will ensure that suppliers are given the necessary flexibility to Burford & Widener Page 6 determine how best to meet the required material performance goals, thereby facilitating innovation and efficiency. Acceptance criteria, e.g. published design allowables, will act as the means for ensuring that process controls established by suppliers produce the stated performance requirements of customers. Results and Discussion Round Robin Investigation Wichita State University is participating in a round robin initiative through the Emerging Technologies Working Group of the MMPDS (Metallic Materials Properties Development and Standardization) to evaluate the site to site variability of the FSW process. Based on a path independence study performed at Wichita State University, it was found that FSW has a sufficiently flexible process window that equivalent properties can be achieved using a variety of different pin tool designs and process parameters. The path independence investigation evaluated potential sources of variation within a given facility due to tool design, process parameters, and material heat lot, as shown in Figure 1. The purpose of the current round robin investigation is to explore the amount of variation between experienced FSW development facilities working completely independently, using the same material heat lot. Test panels are being included from stable process windows as determined by the individual suppliers. Since a process window is being included and not just a single parameter set, the results will also give an estimate of reasonable intra-site variability. Two alloys are being investigated in this study, 2024-T3 (0.125-in. and 0.250-in. thick) and 2098-T8 (0.152-in. thick). No post- Burford & Widener Page 7 weld artificial aging has been included in the study partially to remove an additional source of variation, which is not in the scope of the study, and partially because it has been found, in the case of 2024-T3 at least, to be helpful for exfoliation but unnecessary for stress corrosion cracking. Figure 1: Path Independence Investigation Variability Factors The four participating institutions are Lockheed Martin (Michoud), Alcan, Airbus, and Wichita State University (WSU), as shown in Figure 2. Currently all of the welding has been completed by the participating institutions, the panels have been non-destructively examined using either X-ray or phased array ultrasonic inspection, and evaluation of the results is underway. Panels will be tested using five ASTM E-8 tensile specimens from each panel, and two ASTM B-831 shear specimens per panel. Two micrographs will also be taken for qualitative evaluation. Burford & Widener Page 8 Figure 2: Round Robin The expected outcome of the investigation will be an evaluation of the expected variability from different suppliers, and the potential for combinability of data will also be considered. Statistical evaluation of the data will be conducted by Battelle and presented to the MMPDS group. The data will also support the development of FSW specifications through the SAE AMEC committee. Roadmap Development Friction stir welding (FSW) is just one of a number of friction stir technologies (FST) that constitute a family of unique but related technologies. These include but are not limited to: • FS Additive Manufacturing Burford & Widener Page 9 • FS Metal Matrix Composites • FS Forging • FS Processing • FS Repair • FS Spot Welding • FS Surface Modification • FS Tailored Blanks & Manufacturing Assist • FS Welding / Joining Because each is a sub-solidus metalworking operation, all FST produce a wrought microstructure, specifically a fine, equiaxed (recrystallized) grain structure. This is in contrast to the recast columnar microstructure typically produced by fusion welding processes. Transition Region Figure 3: A generic shape with a transition zone that can be produced either by wrought metal processing paths (e.g. forging, extruding, Burford & Widener Page 10 machining, friction stir welding) or non-wrought processing operations (e.g. casting, fusion welding) Therefore, in preparing a practical roadmap, one that is representative of and covers all the various friction stir technologies, the approach taken must be flexible enough to account for the unique objectives and controls of each process. In other words, it must not be artificially limited to conventional joining requirements or perceptions (even though the first prominent friction stir technology was called “welding”). As noted previously, friction stir welding, so called, is just one of the many friction stir technologies and is sufficiently different from fusion welding processes that it warrants its own standards and specifications. In addition to joining, FST may involve: • FS Processing o Local grain refinement (e.g. fasteners) o Surface modification o Local forging (e.g. control grain flow) o Selective superplasticity o Manufacturing assist • FS Additive Manufacturing o Locally built-up structure o Tailored blanks • FS Metal Matrix Composites o Tailored integral surface layers (e.g. for wear resistance) o Selective zones Burford & Widener Page 11 • FS Repair o Crack repair o Reinforcement of structure o Healing of casting porosity The roadmap must also take into account the variety of materials that are being processed with FST (either in production or in development). These include precipitation strengthened aluminum alloys (airframe structure), non-precipitation aluminum alloys (marine and train structure), tool steel (cutting blades and wear surfaces), Al-Ni bronze (large marine castings), titanium (superplastic tailored blanks for large structure), etc. Further, the model must also take into account the many different potential FST producers/suppliers, with their unique equipment, tools, and process controls. Because common industry-based performance specifications, e.g. strength minimums, do not currently exist, the materials produced by the various FST may vary dramatically from supplier to supplier. This is considered to be more a function of a lack of target or commonly accepted design values than it is a result of differences in process capabilities or limitations between suppliers. Therefore, to bridge this material and joint performance gap, as shown in Figure 4, sets of material performance specifications for selected alloy families and gage ranges are to be established. They are expected to be similar to the various alloys and product forms (plate, sheet, extrusions, forgings, etc.) which currently have documented design property data. Burford & Widener Page 12 Bridging the Gap Industry Standards Material / Joint Performance Specs (Sets) Supplier Internal Process Controls/Procedures AWS Performance Requirements Command Media ISO Property Minimums Internal Process(es) SAE Acceptance Criteria WPS PQR 1 ASTM … Figure 4: Deliverables Intended to answer questions, such as: What is a realistic (statistically-based) joint strength for a particular alloy & configuration? PQR 2 PQR … Schematic of the gap that exists between industry process specifications and supplier internal processes. The gap is identified as the lack of industry-accepted material and joint performance specifications. As noted in Figure 4, the proposed material and joint performance specifications and standards development path is intended to answer questions, such as, “What is a realistic (statistically based) joint strength for a particular alloy and joint configuration?” In terms of the MMPDS round robin exercise, the roadmap must provide standards that each of the four suppliers can perform to, as represented in Figure 5. This figure illustrates the gap that currently exists between industry specifications such as the AWS and ISO specifications and supplier in-house specifications (see also Figure 4). With the proposed roadmap model, this gap is bridged by providing material and joint prop- Burford & Widener Page 13 erty specifications and standards that serve as, at a minimum, target values, and to a greater, more comprehensive level, certification values. Industry Standards (AWS D17.3, ISO 25239) Unique Material / Joint Property Specs Sets • Round Robin • 2198 - 0.125” & 0.250” • 2024 - 0.125” & 0.250” • FS Suppliers • Airbus • Alcan/Pechiney • Lockheed • NIAR Airbus Internal Specs & Certs Alcan/Pechiney Internal Specs & Certs Lockheed Internal Specs & Certs NIAR Internal Specs & Certs Figure 5: Schematic showing the gap that exists between industry and supplier standards for the MMPDS Butt Joint Round Robin Case Study for two alloys and two gages. Development of sets of material performance / property specifications will begin by covering common alloys such as 2024-T3 sheet. This is deemed feasible, in part, because of the path independence study referenced earlier.5,6 FST involve, essentially, the superposition of an additional thermomechanical operation over the prior thermomechanical history of a given material and product form. Burford & Widener That is, the starting Page 14 material will already be governed by an AMS specification or other suitable material standard, thus establishing a known base material upon which additional processing by FST will be imposed. Material and joint property specifications and standards are to provide realistic values, target values, minimum spec values, as well as certification values. They are to provide added controls for aerospace applications by providing 1) a common junction between different supplier specifications and certifications, 2) safety of flight through common quality controls (e.g. defects), and 3) a source for handbook values (a “precursor” that demonstrates feasibility). As shown in Figure 6, these acceptance criteria will provide the means of achieving customer requirements through supplier processes. Basic Model (Original Schematic) Customer Requirements Process Performance Spec - Documentation - Objectives - Deliverables - etc. Acceptance Criteria Supplier Controls Process Procedure/Detail Spec - WPS (welding procedure specs) - PQR (procedure qualification record) - etc. Foundation: Industry Specs (AWS, ISO, etc.) MMPDS* methodology/coordination Figure 6: Basic model of the relationship between material design data and supplier unique process / detail specifications. The material properties specifications form the core acceptance criteria. Following the introduction of FSW in late 1991, specifications for this unique process began to be developed independently on a case-by-case basis by a variety of suppliers Burford & Widener Page 15 with different interests (products and services). These specifications and standards were typically considered proprietary, however. This meant that each company was obliged to prepare and qualify their own specifications from scratch. Processing parameters and paths, as well as tooling, were often kept secret. This resulted in the emergence of vague reports on assorted results in conferences, trade journals, etc. Because details were limited and results were guarded, a clear understanding of variation in properties and product performance between suppliers could not be formally or satisfactorily assessed. Figure 7 shows the resulting situation in the friction technology industry. It is characterized by the existence of many supplier internal specifications, which have been independently developed for the different friction stir technologies and most of which are proprietary. As noted earlier, to promote consistency, including common terminology and documentation, in the mid to late 1990s several standards organizations undertook the effort to develop and publish standards and specifications for the process of FSW. Though reportedly in the final stages of issuance, to date these documents have yet to be released for industry-wide use. Even when these documents are released, these organizations have not planned for these documents to provide actual performance/design data. Their main emphasis has been on process control. Burford & Widener Page 16 Emerging Developing Future Industry Standards Material / Joint Property Specs & Stds Handbook Data AWS D17.3 Existing Supplier A Internal Specs & Certs ISO 25239 … • Established as FSPS database grows • Repository for design values Supplier B Internal Specs & Certs Supplier C Internal Specs & Certs Supplier … / … Internal Specs & Certs Figure 7: Schematic showing the existence of multiple proprietary sup- plier specifications, the emerging industry process specifications, the developing material / joint property specifications and standards, and the future establishment of handbook data for design. Therefore, the present road map model has been developed and initiated to complement the efforts put forth by these standards organizations. It is meant to fill the gap between individual supplier (internal/proprietary) specifications and industry process standards (Figures 4 through 7). Figure 8 depicts the timeline of the various efforts, showing the emergence of independent supplier specifications beginning in the early 1990s, following soon after the introduction of the technology. As with other metal forming and processing technologies, it is not expected that this activity will conclude with the issuance of industry-based specifications. However, the issuance of industry-based Burford & Widener Page 17 standards and specifications are expected to create a norming effect, and thus bring about a more uniform and consistent implementation of the technology industry-wide. A logical outcome of this effort to establish both process control specifications as well as material and joint property performance standards and specifications is the cataloging of handbook design data. This effort is expected to follow this effort once material and joint properties documents are established, all of which is dependent upon committee action and the availability of funding. Independent Supplier Specs Industry-based Process Specs Industry-based Material Property Specs Caveats: 1) Committee action 2) Funding 1990 1992 1994 Figure 8: Handbook Design Data Minimums 1996 1998 2000 2002 2004 2008 2010 2012 2014 2016 2018 Schematic timeline showing the evolution of standards and specifications for friction stir technologies Burford & Widener Page 18 Summary While industry process specifications are emerging, they do not provide practical design data. Therefore, material and joint property specifications and standards have been prposed. A key objective of this effort is ultimately to provide handbook data design. Path independent studies for butt joints and integral fastener studies conducted under this project have verified the feasibility of the approach. A roadmap for developing material and joint property (performance) specifications has been developed and is currently being carried out for friction stir welding and other related friction stir technologies under the auspices of professional standards organizations. The proposed methodology for developing properties data for friction stirred materials and joints promotes a safer and more consistent implementation of these technologies. It is intended to complement the development of process control specifications and provide specification-based design data minimums. References 1. Thomas, WM; Nicholas, ED; Needham, JC; Murch, MG; Temple-Smith, P; Dawes, CJ. “Friction stir butt welding,” GB Patent No. 9125978.8, International Patent No. PCT/GB92/02203, (1991) 2. http://www.twi.co.uk/content/fswintro.html (last accessed July 2009) 3. Formerly, MIL-HDBK-05; http://projects.battelle.org/mmpds/ (last accessed July 2009) Burford & Widener Page 19 4. D. Burford, B. Tweedy, and C. Widener, “Development of Design Data for FSW and FSSW,” The 7th International Friction Stir Welding Symposium, Awaji Island, Japan, May 20-22, 2008 5. C.A. Widener, B.M. Tweedy, & D.A. Burford, “Path Independence of Allowables Based Friction Stir Butt Welds,” 7th AIAA Aviation Technology, Integration and Operations Conference (ATIO) Belfast, Northern Ireland, September 18-20, 2007, Paper 40-ATIO-40 / AIAA-2007-7864 6. C. Widener, B. Tweedy, and D. Burford, “An investigation of tool design and welding parameters on fatigue life in FS welded 2024-T3,” The 7th International Friction Stir Welding Symposium, Awaji Island, Japan, May 20-22, 2008 7. B.M. Tweedy, C.A. Widener, & D.A. Burford, “The Effect of Surface Treatments on the Faying Surface of Friction Stir Spot Welds,” Friction Stir Welding and Processing IV, R.S. Mishra, M.W. Mahoney, T.J. Lienert, & K.V. Jata, The Minerals, Metals & Materials Society (TMS), ISBN 978-0-87339-661-5, pp. 333-340, February 2007 8. J. Brown, D. Burford, B. Tweedy & C. Widener, “Evaluation of Swept Friction Stir Spot Welding Through Sealants and Surface Treatments,” 8th International Conference on Trends in Welding Research Conference June 1-6, 2008 Callaway Gardens Resort Pine Mountain, Georgia USA, Session 5: Friction Stir Welding, Processing II 9. B.M., Tweedy, C.A., Widener, J.D., Merry, J.M., Brown, D.A. Burford, “Factors Affecting the Properties of Swept Friction Stir Spot Welds,” Paper 08M-178, SAE Burford & Widener Page 20 2008 World Congress, Detroit, Michigan, April 14-17, 2008, Session Code M16: Welding and Joining and Fastening 10. B.M. Tweedy, C.A. Widener, & D.A. Burford, “Effects of Weld Tool Design and Welding parameters on Swept Friction Stir Spot Welding in Thin Gage Aluminum,” Paper 55, 7th International Friction Stir Welding Symposium, Awaji Yumebutai Conference Centre, Awaji Island, Japan, 20-22 May, 2008 11. D.A. Burford, B.M. Tweedy, & C.A. Widener, “Fatigue Crack Growth in Integrally Stiffened Panels Joined using Friction Stir Welding and Swept Friction Stir Spot Welding,” Journal of ASTM International, Vol. 4, No. 5, Paper JAI101568-07 12. D. Burford, “Development of a Performance Specification Model for Friction Stir Welding and Processing,” 9th MMPDS Coordination Meetings, Monterey, California, April 24–27, 2006 13. D. Burford, Contributed to “Friction Stir Weld Working Group Proposal for MMPDS,” by R. Reinmuller, 10th MMPDS Coordination Meetings, Portland, Maine, October 23-26, 2006 14. D. Burford, “Qualification of Friction Stir Spot Welds As “In Situ” Mechanical Fasteners: A Preliminary Analysis,” 11th MMPDS Coordination Meetings, Colorado Springs, Colorado, May 2, 2007 15. D. Burford, “In-Situ Fastener Development: Preliminary NASM 1312-4 coupon results,” 12th MMPDS Coordination Meetings, Orlando, PIMWB FSW Meeting, Florida, October 30, 2007 Burford & Widener Page 21 16. B. Tweedy, C. Widener, & D. Burford, “Qualification of Friction Stir Spot Welds As “In Situ” Mechanical Fasteners,” 13th MMPDS Coordination Meetings, Las Vegas, NV March 31st – April 3, 2008 17. C. Widener, B. Tweedy & D. Burford, “FSW Path Independence Study,” 13th MMPDS Coordination Meetings, Las Vegas, NV March 31st – April 3, 2008 18. D. Burford, C. Widener, J. Brown, “Properties Specifications & Standards for Friction Stir Technologies - Mechanical Properties Development Initiatives for Butt & Lap Joints,” 14th MMPDS Coordination Meetings, Palm Beach Gardens, FL, October 20-23, 2008 19. D. Burford, C. Widener, “Material Performance/Property Specifications & Standards for Friction Stir Technologies,” 15th MMPDS Coordination Meetings, Emerging Materials Working Group (ETWG), Columbus, Ohio, April 8, 2009 20. At which time membership for Dr. Dwight Burford on the AMEC committee was approved. Michael Niedzinski of Alcan recommended that the AMEC approve membership on the committee for Dr. Dwight Burford. 21. D. Burford, “Performance/Property Specifications & Standards for Friction Stir Technologies - Mechanical Properties Development Initiatives for Case Studies in Friction Stir Welding,” AMS AMEC Aerospace Metals and Engineering Committee Presentation, Meeting No. 204, January 28 - 29, 2009, Asilomar, California Burford & Widener Page 22 22. D. Burford, “Material Performance/Property Specifications & Standards for Friction Stir Technologies,” AMS AMEC Aerospace Metals and Engineering Committee Presentation, Meeting No. 205, March 25, 2009, Cincinnati, Ohio 23. D. Burford, “Material Performance/Property Specifications & Standards for Friction Stir Technologies,” SAE AMS Committee D, March 31, 2009, Portland, Oregon Burford & Widener Page 23