Review of tools for friction stir welding and processing Y. N. Zhang, X. Cao*, S. Larose and P. Wanjara Friction stir welding (FSW) is a novel green manufacturing technique due to its energy efficiency and environmental friendliness. This solid state joining process involves a rotating tool consisting of a shoulder and/or a probe. The shoulder applies a downward pressure to the workpiece surface, constrains the plasticised material around the probe, generates heat through the friction and causes plastic deformation in a relatively thin layer under the bottom surface of the shoulder. The rotating probe mainly drags along, plasticises, and mixes the adjacent material in the stir zone, creating a joint without fusion. Friction stir processing (FSP), a variant of FSW, has been developed to manufacture composites, locally eliminate casting defects, refine microstructure and/or improve the associated mechanical and physical properties including strength, ductility, fatigue, creep, formability and corrosion resistance. However, major challenges such as tool design and wear currently limit the use of FSW/P for manufacturing applications, particularly for high melting temperature or high strength alloys. In this review, the FSW/P tools are briefly summarised in terms of the tool types, shapes, dimensions, materials and wear behaviours. Le soudage par friction-malaxage (SFM) est une technique nouvelle de fabrication verte gra ˆ ce a ` son efficacite ´e ´ nerge ´tique et a ` son amicalite ´ environnementale. Ce proce ´de ´ d’assemblage a ` l’e ´ tat solide implique un outil de rotation constitue ´ d’une e ´paulement et/ou d’un pion. L’e ´ paulement applique une pression vers le bas sur la surface de la pie `ce de travail, contraint le mate ´ riel plastifie ´ autour du pion, engendre de la chaleur au moyen de la friction, et conduit a ` la de ´ formation plastique dans une couche relativement mince sous la surface du bas de l’e ´paulement. Principalement, le pion en rotation entraı ˆne, plastifie et me ´ lange le mate ´riel adjacent dans la zone de me ´ lange, cre ´ ant une jonction sans fusion. Le traitement par friction-malaxage (TFM), une variante du SFM, a e ´te ´ de ´ veloppe ´ pour fabriquer des composites, pour e ´ liminer localement les de ´ fauts de moulage, pour raffiner la microstructure et/ou pour ame ´ liorer les proprie ´te ´ s me ´ caniques et physiques associe ´ es, incluant la re ´ sistance, la ductilite ´ , la fatigue, le fluage, la formabilite ´ et la re ´ sistance a ` la corrosion. Cependant, des de ´ fis majeurs comme le concept de l’outil et l’usure limitent pre ´sentement l’utilisation de S/TFM dans les applications de fabrication, particulie `rement pour les alliages a ` haute tempe ´rature de fusion ou a ` haute re ´ sistance me ´ canique. Dans cet examen, on re ´sume brie `vement les outils de S/TFM par rapport aux types d’outils, a ` leurs formes, a ` leurs dimensions, aux mate ´ riaux et aux comportements d’usure. Keywords: Friction stir welding, Friction stir processing, Tool, Shoulder, Probe This paper is part of a special issue on Advances in High Temperature Joining of Materials Introduction Friction stir welding (FSW) is a solid state joining technique invented in 1991. 1,2 The basic concept of FSW is simple. A rotating tool with a specially designed probe (pin) and shoulder is inserted into the abutting edges National Research Council Canada, Institute of Aerospace Research, Aerospace Manufacturing Technology Center, 5145 Decelles Ave., Montreal, PQ H3T 2B2, Canada *Corresponding author, email [email protected]250 ß 2012 Crown in Right of Canada Published by Maney on behalf of the Institute Received 24 October 2011; accepted 6 March 2012 DOI 10.1179/1879139512Y.0000000015 Canadian Metallurgical Quarterly 2012 VOL 51 NO 3
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Review of tools for friction stir welding andprocessing
Y. N. Zhang, X. Cao*, S. Larose and P. Wanjara
Friction stir welding (FSW) is a novel green manufacturing technique due to its energy efficiency and
environmental friendliness. This solid state joining process involves a rotating tool consisting of a
shoulder and/or a probe. The shoulder applies a downward pressure to the workpiece surface,
constrains the plasticised material around the probe, generates heat through the friction and
causes plastic deformation in a relatively thin layer under the bottom surface of the shoulder. The
rotating probe mainly drags along, plasticises, and mixes the adjacent material in the stir zone,
creating a joint without fusion. Friction stir processing (FSP), a variant of FSW, has been developed
This paper is part of a special issue on Advances in High Temperature Joining of Materials
IntroductionFriction stir welding (FSW) is a solid state joiningtechnique invented in 1991.1,2 The basic concept of FSWis simple. A rotating tool with a specially designed probe(pin) and shoulder is inserted into the abutting edges
National Research Council Canada, Institute of Aerospace Research,Aerospace Manufacturing Technology Center, 5145 Decelles Ave.,Montreal, PQ H3T 2B2, Canada
� 2012 Crown in Right of CanadaPublished by Maney on behalf of the InstituteReceived 24 October 2011; accepted 6 March 2012DOI 10.1179/1879139512Y.0000000015 Canadian Metallurgical Quarterly 2012 VOL 51 NO 3
of the sheets or plates to be joined and traversed alongthe joint line,3–5 as schematically shown in Fig. 1.The material is softened by frictional heating, and theforging pressure from the shoulder reconsolidates thematerial behind the tool. Friction stir processing (FSP)is a variant of FSW that involves traversing of thefriction stir tool through the material in the absence of ajoint interface.
Friction stir welding is considered to be the mostsignificant development in metal joining in the pastdecades. It is an emergent green technology due to itsenergy efficiency (low heat input), sustainable utilisationof natural resources (less material waste, reduced materiallead time, part count reduction, high weld quality andperformance, longer life cycle), reduced environmentalimpact (no shielding gases required, no fumes/spattering/ozone produced, part cleaning requirements reduced,filler material addition not necessary) and processversatility (adaptable welding orientations and differentthicknesses, microstructures, and compositions).5–8 As asolid state joining process, FSW is performed below themelting temperature of the material, which thus mini-mises/avoids some typical defects encountered in fusionwelding such as cracking, porosity and alloying elementloss. Nowadays FSW has become a practical joiningtechnique for Al and other low strength alloys. However,for high strength alloys such as Ti, Ni and steel, costeffective welding and long tool life remain as subjects forresearch development and processing technology optimi-sation. The main roles of the FSW/P tools5 are to heat theworkpiece, induce material flow and constrain the heatedmetal beneath the tool shoulder. Heating is created by the
friction of the rotating tool shoulder and probe with theworkpiece and by the severe plastic deformation ofthe metal in the workpiece. The localised heating softensthe material around the probe. The tool rotation andtranslation cause the movement of the material from thefront to the back of the probe. The tool shoulder alsorestricts the metal flow under the bottom shouldersurface. Because of the various geometrical features ofthe tools, the material movement around the probe can beextremely complex and significantly different from onetool to the other. In this study, some critical issues relatedto the FSW/P tools (shoulders and probes) are brieflysummarised.
Tool typesThere are three types of FSW/P tools, i.e. fixed, adjustableand self-reacting, as illustrated in Fig. 2. The fixed probetool corresponds to a single piece comprising both theshoulder and probe (Fig. 2a). This tool can only weld aworkpiece with a constant thickness due to the fixedprobe length. If the probe wears significantly or breaks,the whole tool must be replaced. As an extreme exampleof the fixed tool for friction stir spot welding (FSSW), anFSSW tool consisting only of a single shoulder with noprobe was reported.9–11 The adjustable tool consists oftwo independent pieces, i.e. separate shoulder and probe,to allow adjustment of the probe length during FSW12,13
(Fig. 2b). In this design, the shoulder and probe can bemanufactured using different materials and the probe canbe easily replaced when worn or damaged. Moreover, theadjustable probe length can allow welding of variable andmultiple gauge thickness workpieces, and implementationof strategies for filling the exit hole, left at the end of thefriction stir weld. Both the fixed and the adjustable toolsoften require a backing anvil. The bobbin type tool(Fig. 2c) is made up of three pieces: top shoulder, probeand bottom shoulder.14,15 This tool can accommodatemultiple gauge thickness joints due to the adjustableprobe length between the top and bottom shoulders.16,17
No backing anvil is needed but the bobbin type tool canonly work perpendicularly to the workpiece surface. Incontrast, the fixed and adjustable tools can be tiltedlongitudinally and laterally.
Tool shapes
Shoulder shapesTool shoulders are designed to frictionally heat thesurface regions of the workpiece, produce the downwardforging action necessary for welding consolidation and
1 Principle of FSW process1,3
2 a fixed, b adjustable and c bobbin type tools5
Zhang et al. Review of tools for FSW/P
Canadian Metallurgical Quarterly 2012 VOL 51 NO 3 251
constrain the heated metal beneath the bottom shouldersurface. Figure 3 summarises the typical shoulder outersurfaces, the bottom end surfaces and the end features.The shoulder outer surface usually has a cylindricalshape, but occasionally, a conical surface is also used.3
Generally, it is expected that the shape of the shoulderouter surface (cylindrical or conical) has an insignificantinfluence on the welding quality because the shoulderplunge depth is typically small (i.e. 1–5% of the gaugethickness).3 It is noteworthy that Tozaki et al.9 andBakavos and Prangnell10 reported that sound welds canbe obtained using a probe free shoulder tool in whichthe bottom scrolled shoulder surface feature played asignificant role in stirring the materials. In this case, theshoulder outer surface shape and feature may alsobecome important.
As demonstrated in Fig. 3, three types of shoulder endsurfaces are typically used.5 Of these, the flat shoulder endsurface is the simplest design. The main disadvantage ofthis design is that the flat shoulder end surface is noteffective for trapping the flowing metal material under thebottom shoulder, leading to the production of excessivematerial flash. To this end, a concave shoulder endsurface was designed and has now become popular forrestricting material extrusion from the sides of theshoulder.18–20 This simple shape is easy to machine andcan produce sound welds. The concave shoulder inclinesonly a small angle (6–10u) from the flat shoulder endsurface. During tool plunging, the material displaced bythe probe is fed into tool shoulder cavity. Hence theconcave surface profile of the tool shoulder serves as anescape volume or reservoir for the displaced materialfrom the probe. By exerting a downward applied pressureon the tool, the displaced material held in the concaveshoulder profile renders a forging action on the materialbehind the tool. Then the forward movement of the toolforces new material into the cavity under the shoulder andpushes the existing material behind the probe. The proper
operation of this shoulder requires the tilting of the tool1–3u from the normal of the workpiece against thedirection of travel. This is necessary to maintain thematerial reservoir and to enable the trailing edge ofthe shoulder tool to produce a compressive forging forceon the weld.21,22 It can also lead to higher forging andhydrostatic pressures, which may promote materialstirring and improve nugget integrity.23 Another possibleend shape of the shoulder is a convex profile.24,25 Earlyattempts at TWI for the convex end surface wereunsuccessful because the convex profile was determinedto push the material away from the probe.26 However, itwas reported that a smooth convex end surface shoulderwith a 5 mm diameter was successfully used to weld0?4 mm thick AZ31 Mg alloy sheets,27 inevitable becauseof the thin gauge thickness (i.e. ,1 mm) for which the endshape of the shoulder becomes insignificant. Although themain advantage of the convex shoulder profile is that itcan attain contact with the workpiece at any locationalong the convex end surface, and thereby, accommodatedifferences in flatness or thickness between the twoadjoining workpieces,25 the inability of the smooth endsurface to prevent material displacement away fromprobe causes weld integrity issues.
The shoulder end surfaces can also contain somefeatures to increase material friction, shear and deforma-tion for increased workpiece mixing and higher weldquality.24,28 The typical shoulder end styles include flat(smooth or featureless), scrolls, ridges, knurling, groovesand concentric circles,14 as revealed in Fig. 3. Thesefeatures can be applied to concave, flat or convex shoulderends. Scrolls are the most commonly used shoulderfeature.29,30 The typical scrolled shoulder consists of aflat end surface with a spiral channel cut from the edgetowards the centre. The channels help the material flowfrom the edge of the shoulder to the probe, thuseliminating the need to tilt the tool. The concave smoothshoulder end tends to be pushed away from the workpiece
3 Shoulder shapes and features
Zhang et al. Review of tools for FSW/P
252 Canadian Metallurgical Quarterly 2012 VOL 51 NO 3
top surface during FSW at a high travel speed because thestirred material is continuously trapped in the reservoir/cavity under the shoulder, as described above.5,6 However,the concave shoulder combined with a scrolled featurecan reduce the tool lift during high speed welding.26
An additional advantage of the scrolled shoulder is theelimination of the undercut defect produced by the con-cave tool and a corresponding reduction in flash due to theimproved coupling between the shoulder and the work-piece by entrapping the plasticised material within thespecial reentrant features. The material inside the channels(reentrant features) is also continually sheared from theworkpiece surface, thereby increasing the deformationand frictional heating at the surface.5,31,32 In addition,combining the scroll end surface with a convex shoulderdesign prevents material displacement away from probeand takes advantage of the greater flexibility in the contactarea between the shoulder and the workpiece, which thenimproves the mismatch tolerance of the joint, increases theease of joining different thicknesses and promotes theability to weld complex curvatures.
Probe shapesThe friction stirring probe can produce deformationaland frictional heating. Ideally, it is designed to disrupt thecontacting surfaces of the workpiece, shear the material infront of the tool and move the material behind the tool.The depth of deformation and tool travel speed aremainly governed by the probe.1
Figure 4 summarises the probe shapes and their mainfeatures. The end shape of the probe is either flat ordomed. The flat bottom probe design that emphasises easeof manufacture is currently the most commonly used
form.33,34 The main disadvantage of the flat probe is thehigh forge force during plunging. In contrast, a round ordomed end shape can reduce the forge force and tool wearupon plunging, increase tool life by eliminating local stressconcentration and improve the quality of the weld rootdirectly at the bottom of the probe.35 These benefits areapparently maximised when the dome radius is 75% of theprobe diameter.35 As the dome radius decreases, the weldquality was often comprised.5,35 This can be reasoned onthe basis of the surface velocity of a rotating cylindricalprobe that increases from zero at the centre to a maximumvalue at the edge. The local surface velocity coupled withthe friction coefficient between the probe and the metaldetermines the deformation during friction stirring. Thehigher surface velocity at the probe edge can increase itsstirring power and hence promote the metal flow underthe probe end.35 The lowest point of a round bottomprobe has a lowest velocity and the least stirring action.
The FSW/P probes usually have a cylindrical outersurface but a tapered outer shape can also be used asindicated in Fig. 4. In particular, cylindrical probes havebeen widely used for joining plates up to 12 mm thick,but for thicker plates the process operating window tomaintain weld integrity becomes considerably limited(low travel speed, high rotational speed).36 With thetapered probe, the higher frictional heat increases theplastic deformation because of the larger contact area ofthe probe with the workpiece.37 The tapered probe alsopromotes a high hydrostatic pressure in the weld zone,37
which is extremely important for enhancing the materialstirring and the nugget integrity. However, the hightemperature and hydrostatic pressure may lead to severetool wear.
4 FSW/P tool probes
Zhang et al. Review of tools for FSW/P
Canadian Metallurgical Quarterly 2012 VOL 51 NO 3 253
The probe outer surfaces can have different shapesand features including threads, flats or flutes. Threadlessprobes are chosen for high strength or highly abrasivealloys as the threaded features can be easily worn away.For example, Loftus et al.38 used a featureless cylindricalprobe to friction stir weld 1?2 mm thick b 21S Ti. Thethreadless probe has also been used to study materialflow as a baseline.39 However, threaded probes are mostwidely used for FSW/P. Specifically, a left handthreaded probe under clockwise rotation causes thematerial to be drawn down by the threads along theprobe surface.5,6 The material may circulate multipletimes around the tool before being deposited behind thetool. This phenomenon promotes material stirring, voidclosure and oxide breakdown.40,41
Thomas et al.24 found that the addition of flat featurescan change material movement around a probe. This isdue to the increased local deformation and turbulent flowof the plasticised material by the flats acting as paddles.Colligan et al.30 demonstrated that a reduction intransverse force and tool torque was directly proportionalto the number of the flats placed on a tapered shoulder.Zettler et al.39 welded 4 mm thick 2024-T351 and 6056-T4Al alloys using three different tapered probe designs: non-threaded, threaded and threaded with flats. It was foundthat the non-threaded probe produced voids, while thetwo threaded probes produced fully consolidated welds.The flats on the probe act as the cutting edge of a cutter.The material is trapped in the flats and then releasedbehind the tool, promoting more effective mixing. Theaddition of the flats was also shown to increase thetemperature and nugget area.5,42 The threaded probes
with flutes function similarly to trap the material in theflutes downwards and produce integral welds.43
Owing to the progress in the understanding of materialflow, the tool geometries have evolved significantly. Theconventional cylindrical threaded probe has been wellused for butt welding of Al alloys up to 12 mm inthickness.5 For thicker plates, more complex features onthe probe have been added to favour material flow andmixing, and reduce process loads. For examples, Whorland MX Triflute tools developed by TWI44–46 can weld Alalloys up to 50–60 mm in thickness (Fig. 5). These typicaltool features are shown in Fig. 6. In addition, these toolscan weld at very high speeds, while achieving integralwelds with good surface quality. Both Whorl and MXTriflute probes with flat or reentrant features can reducethe probe volume and achieve a high swept rate. As acritical parameter in FSW/P tool design, the swept rate isdefined as the ratio of the dynamic volume (volume sweptby the probe during rotation) to the static volume(volume of the probe itself).5 A tool design with a higherswept rate is reported to reduce the voids and allow thesurface oxides to be more effectively disrupted anddispersed within the nugget due to the stronger stirringand mixing action for the material flow. In conventionalFSW, the dynamic/static volume ratio can be increasedvia the use of the reentrant features, threads with flutesand/or flats machined into the probe.43
Typically, the Worl and MX Triflute probes canreduce the displaced volume by about 60–70%, as can beseen in Table 1.3,47,48 The swept rates for welding 25 mmthick plates are 1?1 for conventional cylindrical probewith threads, 1?8 for the Worl and 2?6 for the MX
5 Probe types developed at TWI for various material thicknesses and joint types44
6 a Worl and b MX Triflute tools44,45
Zhang et al. Review of tools for FSW/P
254 Canadian Metallurgical Quarterly 2012 VOL 51 NO 3
Triflute probes. These design features for the Whorl andMX Triflute probes were reported to reduce the weldingforces, enable easier flow of the plasticised material,facilitate the downward material flow and increase theinterface area between the probe and the plasticisedmaterials in order to increase heat generation.47,48 It hasbeen reported that 75 mm thick 6082-T6 Al plates canbe successfully welded using a Worl tool in two passes,i.e. one pass for the upper surface and the other pass forthe lower surface, each side giving y38 mm in penetra-tion depth. Also a thickness of up to 50 mm has beensuccessfully friction stir welded in a single pass using theWhorl and MX Triflute tools.46,47
It has been reported that lap welding is more difficultthan butting welding45,47 because:
(i) wider welds are necessary to transmit the loadproperly in the manufactured structure
(ii) the hooking defect needs to be avoided orreoriented to ensure maximum strength (particu-larly fatigue strength).40,49 This defect is referredto the deformation deviated from the originalstraight and flat contact interface between the topand bottom sheets49
(iii) the oxides at the sheet interface are more difficultto disrupt for the lap configuration.
For lap welding, a conventional cylindrical threadedprobe resulted in excessive thinning of the top sheet,causing significantly reduced bend properties.5 Recently,two new probe geometries, Flared-Triflute with the flutelands being flared out (Fig. 7) and A-skew with theprobe axis being slightly inclined with respect to themachine spindle (Fig. 8) were developed for improvedweld quality.3,47 The Flared-Triflute and A-skew toolsare reported to:
7 Flared-Triflute tools:47 a neutral, b left and c right hand
flutes
a side view; b front view; c swept region encompassedby skew action
8 A-skew tools47
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Zhang et al. Review of tools for FSW/P
Canadian Metallurgical Quarterly 2012 VOL 51 NO 3 255
(i) increase the swept rates (2?6 for Flared-Trifluteas shown in Table 1), and thereby increase theflow path around and underneath the probe
(ii) widen the welding region due to the flared-outflute lands in the Flared-Triflute and the skewaction in the A-skew probes
(iii) improve the mixing action and favour the oxidefragmentation and dispersal at the weld interface
(iv) provide an orbital forging action at the weldroot due to the skewed action and henceimprove weld quality in this region.
Compared to the conventional threaded tools, Flared-Triflute and A-skew probes resulted in doubled weldingspeed, about 20% reduction in axial forge force, andsignificantly widened welding region (.150% of theprobe diameter compared to 110% for the conventionalthreaded probe). Therefore, Thomas and Dolby50 recom-mended that both Flared-Triflute and A-skew probes aresuitable for the lap and T welds where joining interface isparallel to the machine axis. An alternate approach formaintaining ease of tool design and manufacturing, hasbeen to apply conventional shoulder/probe profiles andperform a double welding pass (or tandem overlapwelding by the Twin Stir process44,45) to join lap con-figurations without defects.51
Tool dimensionsAs shown in equation (1), the heat input is a function ofthe shoulder radius to the third power but depends onlylinearly on the applied forge force and the rotationalspeed.4,5 Therefore, the energy input in FSW/P is stronglydependent on the shoulder size. Furthermore, the Z axisforge force is also a function of the shoulder radius.6,48
q0~4=3p2mPvR3 (1)
where q0 is the net power (W), m is the effective frictioncoefficient between the workpiece and the tool, P is thepressure (MPa), v is the rotation speed (rev min21), andR is shoulder radius (mm).
Figure 9a summarises the shoulder diameters as afunction of sheet thickness for 53 butt set-ups includ-ing Al, Mg, Cu, Ti, Ni and steel reported in the
literature.3,6,16–45 A clear trend is observed using a leastsquare approximation: the shoulder diameter is y2?2times the workpiece thickness plus a constant of7?3 mm.52 This relationship is reasonable consideringthat with increasing thickness, more energy input isnecessary and hence a larger shoulder diameter is re-quired to generate the heat. Similarly, a general tendencybetween probe diameter and sample thickness is alsoshown in Fig. 9a. The probe diameter is 0?8 times thesample thickness plus a constant of 2?2 mm. Reynoldsand Tang52 used 8–12 mm probes and found that theprobe diameter did not appear to influence the requiredX-axis force and the specific weld energy. The coupledprobe and shoulder diameter is summarised in Fig. 9b.The shoulder diameter is 2?1 times the probe diameterplus 4?8 mm. However, the most commonly used ratioof shoulder-to-probe diameter is 3.53,54
Tool materialsTool material characteristics can be critical for FSW.The candidate tool material depends on the workpiecematerial and the desired tool life as well as the user’sown experiences and preferences. Ideally, the toolmaterial should have the following properties:5
(i) higher compressive yield strength at elevatedtemperature than the expected forge forces ontothe tool
(ii) good strength, dimensional stability and creepresistance
(iii) good thermal fatigue strength to resist repeatedheating and cooling cycles
(iv) no harmful reaction with the workpiece material(v) good fracture toughness to resist the damage
during plunging and dwelling(vi) low coefficient of thermal expansion between
the probe and the shoulder materials to reducethe thermal stresses (e.g. the use of a thermalbarrier coating for polycrystalline cubic boronnitride (PCBN) tools to prevent heat frommoving into the tungsten carbide shank18)
(vii) good machinability to ease manufacture ofcomplex features on the shoulder and probe
(viii) low or affordable cost.
9 a tool diameters versus workpiece thickness and b relation between tool diameters3,6,32–47
Zhang et al. Review of tools for FSW/P
256 Canadian Metallurgical Quarterly 2012 VOL 51 NO 3
The tool materials used for FSW/P are briefly sum-marised in Tables 2 and 3. Tool steel is the most widelyused tool material for aluminium alloys. Within the toolsteels, AISI H13, a chromium–molybdenum hot workedair hardening steel, has been the most commonlyused.55,56 Nickel and cobalt based superalloys, whichwere initially designed for aircraft engine componentsoffer high strength, ductility, good creep and corrosionresistance as tool materials. However, the greater diffi-culty in machining of superalloys impedes the manu-facture of complex features such as flutes and flats onthe tool profile. Refractory metals, such as tungsten,molybdenum, niobium and tantalum, are used as toolmaterials due to their high temperature strength. Manyof these alloys are produced as single phase materials,which enables the mechanical properties to be main-tained up to 1000–1500uC. However, powder processingis the primary production method for the refractoryalloys and, as such, the material costs are relatively high.Carbide materials that are commonly used as machiningtools offer superior wear resistance and the reasonablefracture toughness as a probe/shoulder material forFSW at ambient temperature. Ceramic particle rein-forced metal matrix composites have also been used astool materials, but the brittle nature of the compositecan result in fracture during the tool plunging phase.Polycrystalline cubic boron nitride, which was originallydeveloped for turning and machining of tool steels, castirons and superalloys,5,18 is currently the well acceptedfriction stir tool material due to its high mechanical andthermal performance. However, the relatively high costsassociated with the manufacture of PCBN (i.e. sinteringof cubic boron nitride using a high temperaturehigh pressure process) as well as the size limitation,poor machinability and low fracture toughness pose
challenges for widespread application as a frictionstir tool material (especially for complex geometries).Figure 10 presents the main features of a PCBN toolsystem.57 A thermal barrier between the PCBN probeand the tungsten carbide shank is used to reduce thetransfer of frictional heat to the tool main body.18
Tool wearExcessive tool wear changes the tool shape, therebyincreasing the probability of defect generation, andpossibly degrading the weld quality. The exact wearmechanism depends on the interaction between theworkpiece and the tool materials, the selected toolgeometry and the welding parameters. For example, inthe case of PCBN tools, the wear at low tool rotationrate is mainly caused by adhesive wear (also known asscoring, galling or seizing), while the wear at high toolrotation rate is due to abrasive wear.5,57
Shindo et al.58 and Prado et al.59 reported on the toolwear for Al–20SiC (Ref. 58) and Al–20Al2O3 (Ref. 59)particle reinforced composites. The tool used consistedof an AISI oil hardened tool steel initially with screw nibright hand threads. Owing to the abrasive particles in theAl-MMCs, the threads of the probe wore away, leadingto a slightly curve shaped probe, as shown in Fig. 11.Astoundingly, the self-optimised shape (worn tool) withno threads could result in homogenous and integralwelds without further visible tool wear. These observa-tions suggest that tool consumption can be greatlyminimised even for MMCs when using the optimisedtool shape. Hence to reduce tool wear and extend thetool life, understanding and controlling the material flowassociated with the probe profile in the solid state areimportant. It is noteworthy that the self-optimised shape
10 Features of PCBN tool system5,54
Table 2 Friction stir welding tool materials used for butt welding5
Canadian Metallurgical Quarterly 2012 VOL 51 NO 3 257
Ta
ble
3C
ha
rac
teri
cs
of
FS
Wto
ol
ma
teri
als
for
bu
ttw
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ing
5,4
3–
62
To
ol
mate
rials
Ad
van
tag
es
Dis
ad
van
tag
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Co
mm
en
ts
Toolsteel
Low
cost
Vis
ible
toolw
ear
after
weld
ing
for
acert
ain
dis
tance
Surf
ace
hard
enin
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toin
cre
ase
wear
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AIS
IH
13
Easy
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Seve
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AIS
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Good
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thW
idely
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Al,
Mg
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u,
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MC
SK
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Good
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Wear
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tant
ste
el
Ni/Cobasedalloys
Hig
hstr
eng
th,
ductilit
y,
cre
ep
resis
tance
and
corr
osio
nre
sis
tance
Tem
pera
ture
must
be
kep
tb
elo
wth
ep
recip
itatio
nte
mp
era
ture
(typ
ically
600–8
00uC
)to
pre
vent
pre
cip
itate
ove
rag
ing
and
dis
solu
tion
Main
lyused
for
Al,
Cu
allo
ys
and
Al-M
MC
MP
159
Excelle
nt
toolw
ear
resis
tance
Difficult
tom
achin
eIn
conel718,
738LC
,939,
100
Wasp
allo
yP
M3030,N
imonic
90,N
imonic
105
Refractory
metals
Hig
hm
eltin
gte
mp
era
ture
Ta
and
Nb
with
hig
hoxyg
en
solu
bili
tyat
ele
vate
dte
mp
era
ture
sle
ad
tod
eg
rad
ed
ductilit
yM
ain
lyused
for
hig
hm
eltin
gp
oin
tm
ate
rials
such
as
Cu,Ti,
Niallo
ysand
steel
W,
W-3
Re,
W-2
5R
e,
W-
1LaO
2,
Densim
et
(90W
–10Fe–N
i)S
ing
lep
hase,
and
hig
hstr
eng
thm
ain
tain
ed
tonearly
the
meltin
gp
oin
tte
mp
era
ture
Lim
ited
mate
rialavaila
bili
ty,
long
lead
tim
e,
hig
hcost,
and
difficult
tom
achin
eM
ob
ased
allo
ys:
Mo–W
allo
ys
No
heat
treatm
ent
Excessiv
eto
olw
ear
due
tolo
wer
str
eng
thN
bTa
CarbidesandMMCs
Reasonab
lefr
actu
reto
ug
hness
at
am
bie
nt
tem
pera
ture
sN
ot
good
for
Cu
allo
ys
To
op
timis
ep
rob
esh
ap
e:th
read
free
pro
bes
WC
based
allo
ys,
Sup
erior
toolw
ear
resis
tance
Main
lyuse
dfo
rA
l,M
gand
Tiallo
ys,and
steel
WC
–C
ob
ased
allo
ys
TiC
,TiC
–N
i–W
Ti–
Ni–
Mo
PCBN
Sup
era
bra
siv
eS
ynth
etic
mate
rial,
second
inhard
ness
aft
er
dia
mond
Lim
ited
weld
ing
dep
th(,
12
mm
)M
ain
lyused
for
hig
hstr
eng
thand
wear
resis
tant
mate
rials
,such
as
Cu,
Tiand
Niallo
ys,
ste
eland
Al-M
MC
Chem
icalsta
bili
tyD
ifficult
tom
achin
efo
rcom
ple
xfe
atu
res
Exc
elle
ntw
ear
resi
stance
atele
vate
dte
mp
era
ture
Very
exp
ensiv
e
Zhang et al. Review of tools for FSW/P
258 Canadian Metallurgical Quarterly 2012 VOL 51 NO 3
does change somewhat with increasing welding speeddue to increasing tool wear.54
For FSSW, severe tool wear has been reported afterproducing hundreds of welds. For light metals such asAl and Mg alloys, the welding tool is commonly made oftool steel and suffers from little wear. It was reportedthat no significant wear was found on the steel tool evenafter hundreds of thousands of spot welds for Al.However, the steel tools are not suitable for high meltingpoint materials such as, Ti, Ni, steels, etc. For these highstrength materials, the welding tools are usually made ofhard metals, carbides and metal matrix composites withsuperior thermal and wear resistance at temperatures
higher than 1000uC, such as WC–Co, TiC and PCBN.60
Figure 12 shows the external WC–Co tool shape aftersome welds.61 It clearly reveals that the extreme wear forWC–Co tools mainly occurred between the probe centreand the external edge.
ConclusionsFor the past 20 years, significant progresses in FSW andprocessing have been obtained. Various welding toolshave already been designed throughout the entire processevolution. To date, low cost and long life welding andprocessing tools have been well developed for lowstrength materials such as Al and Mg alloys. However,long life tools with affordable costs are still unavailablefor abrasive materials such as particle reinforced metalmatrix composites, and high strength materials such asTi, Ni, steels, etc. To this end, further efforts shouldconcentrate on developing new tool materials anddesigning new effective special tools.
Acknowledgement
Financial support from Defence Research andDevelopment Canada (DRDC) Atlantic, Canada isgratefully acknowledged.
References1. W. M. Thomas, E. D. Nicholas, J. C. Needham, M. G. Murch,
P. Temple-Smith and C. J. Dawes: GB Patent no. 9125978?8, 1991.
11 Wear features of probes for Al-MMC at 1000 rev min21: welding speeds at a 1, b 3, c 6 and d 9 mm s21; e probe wear
(vol.-%) versus weld length and f wear rate versus weld speed59
a, e before welding; b, f after 100; c, g after 300; d, hafter 500 spot welds61
12 External shape of WC–Co tools
Zhang et al. Review of tools for FSW/P
Canadian Metallurgical Quarterly 2012 VOL 51 NO 3 259
2. C. Dawes and W. Thomas: ‘Friction stir joining of aluminium
alloys’, TWI Bull., 1995, 6, 124–127.
3. R. S. Mishra and Z. Y. Ma: ‘Friction stir welding and processing’,
Mater. Sci. Eng. R, 2005, 50R, 1–78.
4. M. Iordachescu, E. Scutelnicu and D. Iordachescu: ‘Fundamentals
of the process and tools design: friction stir processing of