This document discusses various processes for working with steel, including cold rolling, annealing, forming, drawing, and joining. Cold rolling increases the strength of steel by introducing dislocations but reduces ductility. Annealing is then used to recover ductility by allowing dislocations to rearrange at high temperatures. Steel can be formed through bending, stretching, drawing, coining, and ironing. Small diameter wire is made by repeatedly drawing and annealing rod steel. Joining is done through welding, brazing, or soldering to form a metallurgical bond between pieces. Precautions like fluxes and shields are needed to prevent oxidation during high-temperature joining.
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• Describe the effects of cold-rolling on steel strip, at both the microscopic
and macroscopic scales.
• Explain the effects of annealing on cold-worked steel, at both the
microscopic and macroscopic scales.
• Understand the differences between drawing and stretching steel sheet.
• Understand why steel wire must be drawn multiple times to make small-
diameter wire.
• Understand what a metallurgical bond is.
Learning Objectives
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• State the three things necessary to form a metallurgical bond.
• Describe the major advantage of brazing over welding steel.
• Understand why free-machining steels are easier to cut than other
steel alloys.
• Explain why galvanizing steel protects the steel better than tinplate.
• List three ways to protect steel sheet from corrosion due to moisture
in the air.
Learning Objectives
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• As metal is reduced in thickness, cold work increases.
• Dislocations in metal allow atoms to slide past one another.
• Metal changes shape without fracturing.
• Dislocation tangles develop.
• Strength increases.
• Elongation is reduced.
Cold-Working Steel
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• Steel is not hot-rolled under 3/16″ (4.8 mm)
thickness.
• Too much rough oxide scale at hot-rolling
temperatures
• Thinner gages are made by cleaning hot
strip, then cold-rolling at room temperature.
Cold-Rolled Sheet and Strip
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• Steel for cold-rolling is etched in acid (pickled).
• Uncoiled and fed through acid tanks to remove scale
• Washed, dried, and recoiled for cold-rolling
• Iron oxide scale is returned for smelting.
Cold-Rolled Sheet and Strip (cont.)
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• Cold-rolling is typically done in four-high
rolling mills.
• Operators adjust process to achieve
desired reduction.
• Roll reduction, rolling speed, and tension
are controlled.
• Each roll reduction is a single pass
through rolls.
Controlling Thickness
JETSADA POSRI/Shutterstock.com
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• Noncontact X-ray gauges measure gage thickness.
• Front (nose) or end (tail) of coil may be outside specified thickness.
• Must be cut off and recycled (mill scrap)
Controlling Thickness—Noncontact X-ray
Gauges
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• Thickness variation across width is cause for rejection.
• Drawing and forming dies for next step function within narrow range of
thicknesses.
• Mill operators learn to make uniform reductions across width of
strip.
• Minimizes scrap
Importance of Uniform Thickness
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• As strip is cold-rolled, force needed to cold work increases.
• Ductility decreases.
• Small edge cracks can form.
• Cracks must be trimmed before further rolling.
• Strip with cracked edges cannot be shipped to customers.
• Trimmed edges become mill scrap.
Work Hardening
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• Annealing is used to recover ductility in cold-rolled strip.
• Steel may be process annealed partway between initial gage and
final thickness.
• Usually heated to 1200°F (650°C) or above
• Then air-cooled
• Finally ready to roll to thinner gage
• Resulting microstructure is equiaxed ferrite and pearlite.
Annealing
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• Advantage of 1200°F–1300°F (650°C–700°C) process anneal is
simplicity.
• Uses less complex ovens than for higher temperatures
• Disadvantage is longer time required.
• Process is slower at lower temperatures.
• Can take 15 to 24 hours
Lower-Temperature Process Anneal
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• Advantage of 1400°F–1600°F (760°C–870°C) process anneal is
speed.
• Only one hour in furnace
• Requires expensive ovens for higher temperatures
• Higher energy input
• Controlled atmosphere
• Good door seals
Higher-Temperature Process Anneal
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• Uncoiled steel strip can be annealed in a continuous furnace.
• Steel strip is rapidly heated to over 1400°F (760°C).
• Held at temperature for less than one minute
• Cooled back to room temperature
• Protected by nitrogen-hydrogen atmosphere during annealing
Continuous Furnace Annealing
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• Stationary (coil) and continuous (strip) annealing furnace
differences
• Different requirements for operators
• Produce slightly different metallurgical results
• Batch annealing (in coils) produces larger grain size.
• Produces rougher surface after cold forming
• Applications use formed areas not visible to customer.
Stationary vs. Continuous Anneal
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• Continuous strip steel annealing
produces smaller grain size.
• Sheet bends more uniformly.
• Has smoother and cleaner
surface
• Less preparation needed for
painting
Stationary vs. Continuous Anneal (cont.)
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• Cold-rolled strip
• Shipped as fully or partly cold-worked
and annealed
• May be cut into flat sheet or coiled
• Based on annealing temperature and
time
• Different yield strength
• Different elongation
Semifinished Sheet and Strip
PhotoStock10/Shutterstock.com
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• Several things may be specified by
customer.
• Processing and annealing conditions
• Edge condition
• Maximum weight of each coil
• Direction of coil core
• Steel strapping requires high strength but
low formability.
• Shipped in fully cold-worked condition
Cold-Rolled Steel Requirements
Zygalski Krzysztof/Shutterstock.com
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• Strip and sheet applications involve
forming operations.
• Bending, stretching, drawing, coining,
or ironing
• Bending stresses below elastic limit will
not permanently change shape.
• Returns to original shape when stress
removed
Forming Sheet by Bending
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• Bending stresses at levels above elastic limit cause permanent
change in shape.
• Sheet will return partway to original shape.
• Effect is called springback.
Springback
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• Press brake machines bend sheet and plate.
• Setup must overbend slightly to allow for
springback.
• Springback is sensitive to variations in cold
work and annealing.
• May need to adjust press for each coil
• Sheet metal cracks if bent too far.
• Steel supplier provides tables showing
minimum bend radius.
Press Brake
Dmitry Kalinovsky/Shutterstock.com
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• Stretching sheet increases surface area and reduces thickness.
• Example of coil cut into 8′ (2.4 m) lengths for flat sheet
• Sheet is stretched between two grips.
• Makes sheet very flat and puts set into it
• It is fixed in that state.
• Flat steel workpieces may be stretched in die to form useful parts.
Forming Sheet by Stretching
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• Flat sheet is drawn (pulled) into die cavity.
• No change in thickness
• Common application is home appliances.
• Called “white goods” regardless of painted
color
• Sides and tops made from thin cold-rolled
annealed strip
• Scratches caused by worn forming tools
appear through paint.
• Causes customer rejection
Forming Sheet by Drawing
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• Stretcher-strain marks are caused by forming.
• Cannot be removed
• Appear through paint
• Unacceptable for white goods
• Root cause occurs at atomic level.
• When metal is loaded to upper yield stress,
some dislocations break free.
• Forms marks as pinned dislocations move
Stretcher-Strain Marks
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• Mild cold work moves dislocations that cause problem.
• Skin pass (temper roll) of sheet can reduce thickness about 2%.
• Bending sheet slightly through series of small rollers in roller leveling
pass brings no thickness change.
• Steel must be used quickly.
• Within about two weeks at room temperature
Preventing Stretcher-Strain Marks
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• Thickness of flat workpieces can be changed by coining.
• Coining stamps a punch onto flat sheet.
• Back plate holds sheet in place.
• Impression of punch is permanent.
Forming Sheet by Coining
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• Thickness of sheet can be reduced by ironing.
• Sheet is drawn through wedge-shaped ironing
die.
• Compresses and thins it as it is pulled through
• Beverage cans use this method.
• Requires very clean steel
• Uses special lubricants
Forming Sheet by Ironing
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• Small-diameter wire is cold-drawn from hot-rolled coiled rod.
• Steel wire must be drawn multiple times to create small-diameter
wire.
Drawn Wire
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• Frequently annealed between draws
• Reduces cold work and drawing force required
• Drawing dies for larger diameters are made of hard materials.
• Tungsten carbide
• Diamond for very small diameters
Drawn Wire (cont.)
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• Springs undergo many fatigue cycles.
• Every time they are compressed and
released.
• Many springs must withstand millions of
cycles without failure.
• Small surface notches act as stress
risers.
• Technicians must be alert to avoid this.
Drawn Wire for Small Springs
Julian Rovagnati/Shutterstock.com
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• For drawing tube, starting material is
extruded tube.
• Tube is drawn through a reducing die.
• An inside plug assures desired inside
diameter and finish.
Drawn Tube
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• Room-temperature forging is called cold forging.
• Cold work develops dislocation tangles.
• Strength increases, and amount of deformation
is restricted.
• Metal is often forced into closed dies.
• Workpiece is kept under compressive load to
avoid cracking.
• Rod rolled between threaded rollers or plates
creates threads.
Cold Forging
Tawansak/Shutterstock.com
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• Three ways to join pieces together
• Metallurgical bond, glue, or mechanical fasteners
• Metallurgical bond joins metals at atomic level.
• Metallurgical joining includes welding, brazing, and soldering.
• Workpieces (materials to be joined) are called parent metals.
• Metal added to joint is called filler metal.
Joining Steel Parts
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• Three requirements for metallurgical bond
• Heat to melt either parent or filler metal
• Disruption of surface oxide of all metals at joint region
• Protection from oxidation or contamination while parts are hot
• American Welding Society (AWS) offers standards and certifications for
welding.
• AWS definition of welding
• Process that melts part of parent metals so liquid forms a metallurgical bond
between pieces, with or without filler
Requirements for a Metallurgical Bond
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• Brazing and soldering do not melt parent metal.
• Form metallurgical bond between parent metals with filler metal
• AWS defines brazing as occurring above 840°F (450°C).
• Soldering occurs below 840°F (450°C).
• In all joining processes, parent metal is heated.
• Changes in parent microstructure are common.
Brazing and Soldering
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• Metals have surface oxide films that hinder metallurgical bonds.
• When oxide film is disrupted, metal atoms from both sides merge
together.
• Braze or solder fluxes help melted filler metal penetrate oxides.
• Metallurgical bond can form.
Metallurgical Bonds and Fluxes
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• Metals to be joined must be compatible.
• If joint serves structural purpose, it must not become brittle.
• Nickel can be safely welded to steel rod.
• Liquid metals mix and form sound metallurgical bond.
• Some metals cannot be joined without becoming brittle.
• Aluminum is not metallurgically compatible with steel.
• Aluminum-to-steel welds immediately form brittle compounds.
Metallurgical Bonds and Compatibility
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• Parent metals are melted in area to be joined.
• Flux or cover gas protects hot metal from oxidation.
• Flux or cover gas protects metal from atmospheric moisture.
• H2O is source of hydrogen and oxygen.
• Over 70 welding variations exist to produce combination of heat,
filler, and shielding.
Welding
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• Arc welding is most common method
of joining metals.
• Shielded metal arc welding (SMAW)
uses flux-coated electrode.
• Flux melts and shields weld area.
• Electrode (a metal wire) is filler metal.
Arc Welding: SMAW
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• Gas metal arc welding (GMAW)
uses cover gas but no flux.
• Gas may be inert (argon or helium).
• Gas mixtures may be chemically
reducing.
• Without flux, there is no slag to chip
off.
Arc Welding: GMAW
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• Welders must wear protective clothing and equipment.
• Cotton and leather items are preferred to synthetics.
• Welding arc produces harmful intense light.
• UV radiation damages exposed skin and permanently damages eyes.
• Opaque face shields and dark-tinted glass view ports are required.
• Plastic curtains should surround welding areas to protect anyone
nearby from UV radiation.
Safe Arc Welding
Safety Note
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• Gas tungsten arc welding (GTAW) uses cover gas (inert or
reducing).
• Uses nonconsumable tungsten electrode
• Separate filler metal may be used.
• GTAW gives welder great flexibility.
• GTAW requires more training.
Arc Welding: GTAW
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• All arc welding methods melt some parent
metal.
• Microstructure near weld is affected.
• Cast microstructure occurs near center of weld.
• HAZ is between cast structure and unaffected
base metal.
• Includes partially melted parent metal
• Recrystallized microstructures found there
• Welds can become brittle there.
Heat-Affected Zone (HAZ)
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• High-carbon steels and cast iron may become brittle.
• Welding these requires special procedures.
• Special filler alloys
• Preheating and postheating practices
• Welds may crack during cooling.
• They should be inspected before shipping.
• Nondestructive test methods are often used.
• Dye penetrant tests
• X-ray
• Ultrasonic inspection
Problems in Welding Steel
NDT Specialists, Inc.
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• Resistance welding is used to
make small tube on tube mill.
• Thin sheet is roll-formed into
tube.
• Resistance welding joins two
edges using rotating electrodes.
• Tubes can be drawn and
annealed.
Welded Small Tube
aaltair/Shutterstock.com; Reprinted with Permission from Plymouth Tube Co. (www.plymouth.com
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• Spot welding is resistance welding small
areas between parts.
• Resistance welding uses metals’
electrical resistance for heat.
• Copper electrodes press metal pieces
together, shielding from air.
Resistance Welding
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• Electrical current melts weld joint.
• Amount of current and time must be controlled carefully.
• Electrodes must be clean and dressed.
• Electrodes may only last one shift.
Resistance Welding—Electrical Current
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• Parts with cylindrical profile can be friction
welded.
• One part spins and presses against another part.
• Heat generated by friction melts both metals.
• Forcing parts together shields weld area from air.
• Drives out any liquid metal
• Some difficult-to-weld combinations can be
friction welded.
Friction Welding
Manufacturing Technology, Inc.
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• Forge bonding (forge welding) is very old process.
• Swords were made by hammering hot blooms together.
• Used multiple iron blooms with different carbon content.
• Modern forge bonding involves hot-rolling different alloys to bond
them into single piece.
• Carbon steel can be sandwiched between slabs of stainless steel
and rolled.
• Finished sheet resists corrosion like stainless steel sheet.
Forge Bonding/Welding
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• Brazing can make leak-tight joints quickly and
consistently.
• Valuable for producing fluid containers, such as
radiators
• Braze joints use filler alloy, since parent alloys
are not melted.
• Flux or controlled atmospheres are used.
Brazing
Handy & Harman/Lucas Milhaupt, Inc.
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• When filler alloy melts, it wets parent metal.
• Capillary action pulls liquid into joint area.
• Property of liquid to flow and fill spaces due to surface tension
• Creates brazed joints
• Operator must control several things.
• Amount and area of heating
• Flux and filler additions
Brazing and Capillary Action
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• Parts can be brazed in controlled-atmosphere furnace.
• No flux is needed.
• Atmosphere must be monitored frequently.
Brazing and Capillary Action (cont.)
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• Soldering joins parts without high temperatures.
• Requires suitable flux
• Solder filler wets steel and fills joints like brazing.
• Makes leak-free joints in steel pipe
• Makes permanent electrical connections
• Less strong then other weld joints
Soldering
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• Training is required to perform
processes consistently.
• Personnel must know what to
adjust and inspect.
• Welders
• Brazing technicians
• Furnace operators and
technicians
Skilled Metallurgical Bonding
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• Gluing parts together with adhesives is an option for product
designers.
• Where two sheets overlap closely for 3/8″ (1 cm) or more, this
method works.
• Advantages include bonding without heat.
• Cleaning and preparation of parent surfaces is critical.
Adhesive Joining
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• Sheets can be joined mechanically with bolts, rivets, or screws.
• Heat is not needed.
• Dissimilar materials can be joined.
• Holes may be needed and can allow leakage.
• Mechanical fastener locations are stress raisers.
Mechanical Joining with Bolts
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• Steel sheets can be joined by clinching
two sheets together.
• Sheets can be clinched together in less
than a second.
• Joint does not puncture either sheet
and remains leak-free.
• Key disadvantage is visible button
formed on surface.
• Clinching is usually done in areas not
visible to user.
Mechanical Joining by Clinching
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• Machining processes can make smooth, precise surface or final
shape.
• Machining, cutting, grinding, and polishing remove metal from
workpiece.
• All involve pressing sharp tool or abrasive against workpiece.
Cutting, Grinding, and Polishing
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• Tougher, stronger materials are more difficult to cut.
• ASTM International has machinability ratings for metals.
• Alloy UNS G11120 has 100% machinability rating.
• Metals with high machinability rating do not wear out cutting tools
quickly.
• They show little galling.
• Galling is wear caused by two surfaces rubbing and sticking together.
Machinability of Steel Alloys
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• Steels with sulfur or lead have improved
machinability.
• Alloys called free-machining steels
• Iron sulfide and lead globules cause chips to
break easily.
• Small machining chips produced instead of
long curls
• Limitations on use
• Should not hot-work high-sulfur steels
• Should not weld these steels
Free-Machining Steels
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• Grinding wheels do not cut well when clogged with soft metal.
• Grinding wheels for sharpening steel tool bits should never be used
to grind soft metals.
• Aluminum or mild steel embed in a wheel’s surface.
• Prevents wheel from grinding hardened steel tools
• Wheel must be dressed before being used again.
Care of Grinding Wheels
Practical Metallurgy
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• Parts polished to smooth, glossy finish with fine polishing grit.
• Polishing powder must not become contaminated.
• With coarser polishing powder
• With small stray metal particles (fines)
• Lapping and burnishing are different polishing procedures.
Polishing
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• Steel rusts in typical outdoor air.
• It forms iron oxide (Fe2O3).
• Iron oxide eventually flakes off and forms pits or holes.
• Three ways to reduce corrosion in steel
• Protect with coating
• Connect electrically to more electronegative metal
• Process to be less susceptible
Controlling Corrosion
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• Metal coatings can be passive or protective.
• Passive coatings protect steel only by shielding it from air.
• Protective coatings actively protect when steel becomes exposed.
Controlling Corrosion with Coatings
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• Tinplate (tin-coated steel) is passive protection.
• If scratched, exposed steel can corrode.
• Nearly 1/10 of all steel produced in US is used for tinplate.
• Most ends up in food packaging.
Tinplate Coatings
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• Zinc-coated (galvanized) steel has active
protection.
• Zinc is more reactive and corrodes before steel.
• Galvanizing is usually done at end of production.
• Example: Galvanizing after joining steel parts
into structure
Zinc Coating: Galvanizing
Jay Warner
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• Steel is electroplated with corrosion-
resistant chromium.
• Provides shiny surface on steel parts
• Chrome plate for outdoor applications
uses layer of copper and nickel under
chrome.
• Improves adherence
Chrome Plate
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• Years ago, fasteners were commonly plated with cadmium.
• Cadmium metal is toxic to humans.
• Cadmium is now classified as carcinogenic by health agencies.
• Cadmium-plated parts are effectively forbidden by EU and US.
Cadmium Plate
Safety Note
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• Food containers can react with food stored in them.
• Need inner coating that does not react with food
• Various organic coatings used, depending on food
• Example: Nonacidic beans use different coating than acidic pineapple.
Organic Coatings
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• Galvanic corrosion occurs when dissimilar metals are in contact.
• Corrosion of more reactive metal protects second metal.
• Called sacrificial corrosion
Protecting Steel by Sacrificial Corrosion
Joe Mabel
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• Magnesium commonly used to protect steel parts
• Can occur in weldments due to composition variation
• Filler metal should be selected to avoid this problem.
Protecting Steel by Sacrificial Corrosion
(cont.)
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• Process variables can change corrosion resistance of parts.
• Through composition changes
• Through microstructure changes in selected areas
• Welded stainless steel is an example.
• Chromium carbides can form during cooling.
• Chromium content is lowered next to grain boundaries.
• Intergranular corrosion can occur.
Protecting Steel through Process
Variables
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• Processes discussed in this chapter create by-products (waste).
• Waste may be personally or environmentally hazardous.
• Cold-rolling and forming lubricants
• Smoke and dust from welding and brazing
• Fluxes for brazing
• Solvents for paint or organic coatings with VOCs
• Operations work to reduce negative impact.
Considering the Impact
Sustainable Metallurgy