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Keywords: As the scale and complexity of products such as aircraft and cars increase, demand for new functional
Joining
processes to join mechanical parts grows. The use of plastic deformation for joining parts potentially
Plastic deformation
offers improved accuracy, reliability and environmental safety as well as creating opportunities to design
Forming
new products through joining dissimilar materials. This paper aims to provide an overview of the state of
the art in such joining processes, including cold welding, friction stir welding, self-pierce riveting,
mechanical clinching and joining by forming. The paper includes description of the mechanism of joint
formation, and analysis of joint performance and applicability.
2013 CIRP.
Fig. 1. Bond shear strength versus surface exposure/thickness reduction in cold roll Fig. 2. Bonding surfaces after fracture for (a) and (b) Y = 0.375, p/s0 = 1.9, sB/
bonding [137,188]. s0 = 0.02 and (c) and (d) Y = 0.383, p/s0 = 2.0, sB/s0 = 0.09 [23].
[(Fig._3)TD$IG] [(Fig._5)TD$IG]
K.- Mori et al. / CIRP Annals - Manufacturing Technology 62 (2013) 673694 675
Fig. 3. Bonding surfaces after fracture for Y = 0.72, p/s0 = 1.8 and sB/s0 = 0.71 [23].
[(Fig._4)TD$IG]
[(Fig._6)TD$IG] Fig. 5. Required extrusion pressure for cold welding [23].
Fig. 6. Normalised bond strength vs. surface exposure with normal pressure as
parameter for scratch brushed AlAl [23].
b c f2 (3)
2.5.1. Rolling
Fig. 8. Calculated and experimental bond strengths as function of reduction in roll Roll bonding of two or more sheets is applied in a large variety
bonding of (a) AlAl with one-sided, electroless Ni-plating and (b) AlSt with of combinations as a cladding process of sheets. Evaporator plates
electroless Ni-plating of steel [46].
for heat exchangers made of aluminium and copper used in
refrigerators [123] and solar heat panels are made by roll bonding,
controls the normalised normal pressure, p/s0. Later work [62] with stop-off ink prints applied to prevent bonding in channels
conrms the proposed mechanisms for bonding in cold pressure which are then inated after welding [185]. Other applications of
welding. the roll bonding process include compound plates of aluminium
copper, aluminiumstainless steel and aluminiumcopperstain-
2.4. Alternative methods of surface preparation less steel for cookware [19], aluminiumstainless steel for vehicle
bumpers, copperstainless steelcopper for architectural pur-
Although scratch brushing is the most commonly used method poses, cupronickelcoppercupronickel for coins [24], and nickel
of surface preparation, it has disadvantages: the achieved bond stainless steelcopper and nickelironnickel for button cell
strength has a large scatter caused by the rough surface treatment; batteries, see Engineered Materials Solutions [63] and Hitachi
cold welding must be carried out as soon as possible after scratch Cable [95]. After cleaning, roll bonding is carried out, reducing the
brushing and within 10 min. thickness to approximately 20%. The process may be carried out at
Systematic investigations of alternative methods for surface elevated temperatures to facilitate deformation of harder metal
preparation prior to cold roll bonding of aluminiumaluminium combinations. Subsequent heat treatment may be applied to
[55], aluminiumcopper, coppercopper and aluminiummild improve bond strength by diffusion.
steel [214] suggest that electrochemical treatment and chemical AlSn and AlZn alloys are roll-bonded to mild steel for use in
plating are good alternatives to scratch brushing. As an example automotive slide bearings. In this application asymmetrical rolling
Fig. 9 shows the weld interface surface after fracture of roll bonded is performed using a 3-high mill with a small work roll contacting
aluminiumaluminium prepared by electroless nickel plating of the softer aluminium and the larger work roll (of the same size as
one of the two surfaces. Bonding is already obtained at a reduction the supporting roll for the smaller work roll) contacting the harder
r = 0.35 and at r = 0.5 extensive bonding is established in the cracks steel strip. In this way the aluminium is smeared out on the steel
[(Fig._9)TD$IG]
between the fragments of a brittle cover layer. surface in a kind of shear welding operation. Precious metal
contacts for the electronics industry are also manufactured by roll
bonding. Stainless steel and Ti alloys are roll-bonded for the
chemical and nuclear industries [218], and Tistainless steelNi is
used for fuel cell electrodes [47].
A combination of base metals like alloys of copper, aluminium,
nickel, iron and stainless steel with inlays of gold, silver, palladium
and tin can be roll-bonded for connectors, lead frames and
industrial electronics [135].
Mathematical modelling of material ow, stresses and strains in
Fig. 9. Weld interface surface after fracture of roll-bonded, electroless Ni-plated Al multilayer roll bonding of dissimilar materials has been carried out
Al [55]. by Kiuchi et al. [111] and Steinlage et al. [175] for applications such
as thermostat metals, electronic contacts, aluminium aircraft
Fig. 10 shows the weld strength in roll bonding aluminium- panels, electronic motor and relay contacts.
aluminium adopting different methods of surface preparation. It
can be seen that electroless nickel plating leads to the earliest bond 2.5.2. Indentation
formation. Although anodising of aluminium creates a very brittle Lap joining by local indentation in the two plates or bars to be
cover layer, which is easily fractured by subsequent deformation, welded is a common cold welding operation, normally carried out
this surface dressing method is not as efcient either as nickel, by small tool indentation. Indentation may be done from both sides
electrochemical or electroless plating. This is due to the fragment with opposing indenters or from one side only using an indenter
size, which is substantially smaller than the one obtained by nickel tool and a at anvil. The indenters may be of round or rectangular
[(Fig._10)TD$IG] cross section with a diameter or minimum cross section typically
being one to three times the thickness of the sheets. The required
reduction in thickness is 5090%. Lap joining is typically applied to
join aluminiumaluminium, aluminiumcopper, coppercopper
including alloys for electricity supply. Copper terminals are
bonded to aluminium windings for transformers in automotive
starter motors. Cold welding by indentation has also been applied
for sealing of micro tubes made of copper used for cooling of
microelectronics [180].
Fig. 11. (a) Schematic outline of cold butt welding with multiple upset and (b) cold
butt welded copper bar, cross section 3 mm 5 mm.
Fig. 14. Different variations of friction welding operations. (a) Rotary, (b) linear and
(c) orbital motions.
Fig. 12. (a) Forward tube extrusion of transition joints [166] and (b) encapsulation
by ironing [24]. In 1991, TWI (The Welding Institute) patented a new solid-state
welding process dened as Friction Stir Welding (FSW) [181]. In
this process, plastic deformation leading to the joining of the parts
the conical die opening. The punch is provided with a mandrel is induced by a specially designed rotating tool with a pin at its end
tting the tube holes, thereby eliminating inwards ow. Electronic which is inserted with a tilt angle into the adjoining edges of the
devices and nuclear fuel elements are encapsulated by cold sheets to be welded up to a proper tool sinking depth, and then it is
welding using an extrusion process, where the lid is joined to the
[(Fig._15)TD$IG]
can housing by an ironing operation, Fig. 12(b), [176]. Co-axial bi-
metallic tubes of A1050 clad with A2014 are made by multi-billet
extrusion in which the two metals are joined in the die. In the same
way, two-layer and three-layer tubes of metals and ceramics can
be produced [51].
Fig. 16. Material and thermal ows in FSW of (a) butt, (b) lap and (c) T-joints.
moved along the seam (Fig. 15) [141]. The frictional work of tool Fig. 18. (a) Friction stir spot welding of sheets, (b) joining of automobile aluminium
rotation causes a local increase in material temperature, in turn [(Fig._19)TD$IG]
and steel panels and (c) cross section of joint (Mazda Motor Corporation) [75].
softening the material [35]. As the tool feeds, the large plastic
deformation caused by the stirring of materials leads to material
welding. The combination of the rotational speed and feed rate of
the tool leads to an asymmetric metal ow. An advancing side
(A.S.) and a retreating side (R.S.) are observed in the joint section:
the former is characterised by the positive combination of the
tool feed rate and rotational speed; on the contrary, in the latter the
two velocity vectors are in opposite directions [148].
Although research work on FSW has mainly focused on the butt
joint, the most common welded joints are the lap [196] and T-joint
[210] congurations occurring in three-dimensional space-frames.
In the butt joint, the surfaces to be welded are vertical, while the
surfaces in the lap and T-joints are horizontal and located at the
bottom of the top blank to be welded, respectively (Fig. 16). For the
lap and T-congurations, more heat ux is required and proper tool pin Fig. 19. Microstructure in cross section of AA 7075-T6 butt joint [65].
shapes must be chosen carefully to force a downwards material ow.
The application of FSW has spread widely in the transportation 3.2. Processes and results
[108], aeronautical [126], automobile [32] and building industries
(see Fig. 17). In airplanes and trains, the use of aluminium increases The microstructure in a transverse section through a welded
because of the reduction in weight, and thus FSW is employed to joint is asymmetrical due to the difference in metal ow on the
join aluminium workpieces. Although FSW is used mainly for advancing and retreating sides of the tool as shown in Fig. 19 [87].
joining of aluminium, the application is extended to harder metals Moving from the periphery towards the welding line of the joint,
[(Fig._17)TD$IG] dissimilar metals.
and the base material is found rst. Then the heat affected zone (HAZ) is
reached: in this region the material has undergone a thermal cycle
which has modied the microstructure and the mechanical
properties. The next distinct zone, the thermo-mechanically
affected zone (THAZ), shows material that has been plastically
deformed by the tool and heated [35]. Finally the so-called nugget
zone close to the welding line is found. In this zone, micro-
structural evidence suggests that a continuous dynamic recrys-
tallisation process has occurred, with the disruptive mechanical
and heating action of the tool pin creating ne, equiaxed and
recrystallised grains with a nominal dimension of few a micro-
metres [206]. Some shapes of tool pins have been proposed to
extend the nugget zone as much as possible, improving mechanical
joint performance [182].
The thermal effect on joints by FSW is smaller than that by
fusion welding due to lower temperatures as shown in Fig. 20, and
the accuracy of the joint is improved [142].
In aeronautical and aerospace applications, it is often necessary
to locally enhance the stiffness of the structure through so-called
Fig. 17. Industrial applications of FSW to (a) trains [108] and (b) aeroplane [126].
[(Fig._20)TD$IG]
skin and stringer congurations. For the development of T-joints,
Fig. 21. (a) Effective bonding for AA6082 T-joints and (b) ow defect for AA2024 T-
joints [67].
two welding seams are usually carried out on the two sides of the
stringer part close to the interface. The application of FSW seems to
be a promising means to improve the mechanical performance of
Fig. 23. Fatigue strengths of FSW and fusion-welded joints [64].
the joint, with the tool applied on the external surface of the skin
(Fig. 16(c)). In this case, a strong forging action is exerted on the
material by the lower part of the clamping xture, in order to The fatigue strength of the FSW joint is compared with those of
create the nal shape of the joint, and in particular its llets. the fusion-welded joints in Fig. 23 [64]. The fatigue strength is
Compared to the process used for butt joints, larger values of the superior to fusion welding.
tilt angle must be chosen for T-joints in order to avoid ow defects
during the process [66]. 3.4. Joining of dissimilar workpieces
The mechanical performance of T-joints by FSW depends on the
response of the materials being joined to the temperatures, strains The FSW processes have been used to join dissimilar metals in a
and strain rates that arise from the chosen tool rotational speed solid state. Aluminium alloy and steel workpieces were joined by
and feed rate. Fig. 21 shows effective bonding and a ow defect preventing the formation of brittle intermetallic compounds at the
arising in joints of AA6082 and AA2024, respectively [67]. interface [76]. Aluminium alloy and high strength steel [56] and
aluminium alloy and stainless steel [187] were joined (see Fig. 24).
3.3. Joint strength Lap joints between aluminium and steel have also been created
by FSW [48]. The performance of the joint depends strongly on the
Joint strength for FSW depends on both local micro-mechanical depth to which the pin of the FSW tool penetrates into the lower
and distributed macro features. The process mechanics determine steel plate [49]. Aluminium and copper plates have also been
local variations of material behaviour. Microhardness tests carried welded in lap joints [1]. At the interface between the two materials
out in the transverse section of the joints demonstrate how a dark area was observed with several intermetallic compounds
material evolves during FSW [35]. In particular, precipitation [167].
hardened aluminium alloys typically show a softening of the Aircraft stringers are typically extruded and are stronger than
material along the transverse section of the joint due to a reduction wing skins, but can be welded to the skin plate either in lap or in T-
of the precipitate density after welding. If the solubilisation joint congurations. In Fig. 25 macro and micro images of a T-joint
threshold temperature is reached, precipitate zones solubilise with conguration of a skin and stringer panel are shown: the skin is
the matrix material, creating the opposite of the effect of 2.3 mm thick AA2024-T4 and the stringer is a 2.8 mm thick
precipitation hardening. The microhardness in the nugget zone [(Fig._24)TD$IG]
AA7075-T6 extruded part [13].
is higher than that in the HAZ and TMAZ areas [69]. This is due to
the strong reduction in average dimension of grains and the
prevention of reduction of the precipitate density [20]. For work-
hardened aluminium alloys, an increase in hardness is observed in
the nugget area, due grain renement from the stirring action, and
with no change in the distribution of precipitates. The same
macroscopic behaviour is seen in Ti6Al4V [215]. However,
titanium alloys are more metallurgically complex: above the b-
transition temperature, these alloys may form a duplex structure
Fig. 24. Macroscopic overview of cross section of Al 6013-T4 alloy to X5CrNi18-10
and experience dynamic recrystallisation.
The static strength of butt joints by FSW is summarised in [(Fig._25)TD$IG]
stainless steel by FSW [187].
Fig. 25. Cross section of T-joint of AA2024-T4 skin and AA7075-T6 stringer [13].
Fig. 26. Distributions of temperature, strain and strain-rate in FSW of AA5754-H111 Fig. 28. Equipment of self-pierce riveting attached to robot and application to
(rotational speed: 700 rpm, feed rate: 100 mm/min) [34]. joining of automobile body panels.
workpiece interface [16]. A 3D continuous FEM model of the FSW sheet. However, the self-pierce riveting process largely used in
processeswas presented to show the distribution of the most practice today, in which the lower sheet is not fully penetrated,
important eld variables, namely metal ow, strain, strain-rate and was developed by Henrob Ltd. [96]. Applications of the process
temperature (Fig. 26) [34]. The model was based on the single block have grown over the last decade mainly in the automobile
approach [33]: the interaction between a single blank and a rotating industry, introduction to automotive parts [21], comparison with
and advancing tool was simulated without taking into account the the welding processes [92] and inclusion in assembly processes
bonding of two separate blanks. Microstructure evolution has been [139] (see Fig. 28). The applicable range also extends to air
included in the model [65] which can also account for FSW of conditioners and housing steel frames. Self-pierce riveting is
dissimilar blanks [36]. However, simulation of solid bonding mainly used to join aluminium sheets, but is also applied to coated
phenomena is still an open issue, particularly for 3D simulations. steel, copper, sandwich materials [159], plastics [170], multiple
sheets [106] and dissimilar materials.
4. Self-pierce riveting and mechanical clinching of sheets
In mechanical clinching, sheets are joined by local hemming
with a punch and die, but without a rivet as shown in Fig. 29. The
4.1. Introduction joining mechanism is similar to that of self-pierce riveting: the
sheets are bulged with the punch, and then compressed with the
The reduction in weight of automobile parts is a key target in punch and die. An interlock is formed between the upper and lower
improving the fuel consumption of cars. For this purpose, high sheets by the different amounts of plastic deformation of the two
strength steel and aluminium alloy sheets are attractive [120]. In sheets, which creates a round button. The ring groove of the die
particular, the use of high strength steel sheets for body-in-white cavity assists the formation of the interlock. The requirements for
parts is increasing. If high strength steel and aluminium sheets are
[(Fig._29)TD$IG]
joining the sheets in mechanical clinching are:
used together, an appropriate joining process is required. However,
as steel and aluminium melt at very different temperatures,
resistance spot welding cannot be used. In addition, it is not easy to
weld aluminium sheets because of their high thermal conductivity,
low melting point, and natural surface oxide layer. To solve these
problems, self-pierce riveting and mechanical clinching have been
developed. In these processes the sheets are mechanically
interlocked without metallurgical bonding by controlled plastic
deformation. Because the processes operate at ambient tempera-
ture, the different melting temperatures do not create a difculty.
In self-pierce riveting the sheets are pierced with a tubular
rivet, without a pre-drilled hole as shown in Fig. 27. The rivet is
driven through the upper sheet and the skirt of the rivet is ared in Fig. 29. Joining of sheets by mechanical clinching. (a) Start, (b) bulging, (c)
the lower sheet to create an interlock: the lower sheet is hooked on
[(Fig._27)TD$IG]the ared skirt. compression and (d) formation of interlock.
Fig. 32. Self-pierce riveting with cylindrical rivets. (a) Start, (b) driving through
Fig. 30. Industrial applications of mechanical clinching [183]. upper sheet, (c) formation of interlock and (d) joined sheets [107].
The disadvantages of the two processes are: A cylindrical aluminium rivet without a skirt has also been
developed [107], with an optimised die to form the interlock as
access required from both sides of joint with punch and die shown in Fig. 32. Manufacturing these cylindrical rivets is simpler
bulges and indents in joint than conventional designs, and they lead to reduced distortion
relatively large joining force around the joint [152]. A pipe rivet has also been developed [99].
Neugebauer et al. [149] developed self-pierce riveting and
mechanical clinching without a die using hydrostatic pressure
The punch and die are mounted on a C-frame commonly used
have been (see Fig. 33). In this approach the need to access the
for resistance spot welding to allow access to both sides of the joint
second side of the joint is avoided by substituting hydrostatic
as shown in Fig. 28.
pressure for the lower die. This approach is effective in joining
sheet, because the rivet skirt is driven through these sheets [106].
Rivets are mostly made from high strength boron steel, with a
hardness between 400 and 530 HV, although the required strength
depends on the materials being joined [177]. The rivet is often
plated with zinc to prevent corrosion. Hard steel rivets are
generally used when joining aluminium sheets, but aluminium
rivets have also been developed to improve recyclability [3], the
effects of shapes [7] and heat treatment [97] of the aluminium Fig. 34. Failures of joint by mechanical clinching. (a) Neck fracture and (b) button
rivets have been examined. As rivets made from aluminium are separation [146].
less strong than that of steel, a conventionally designed skirt of a
rivet would be compressed during riveting as shown in Fig. 31(a).
Mechanical clinching is useful for joining zinc-coated steel
The shapes of the rivet and die can therefore be optimised to form
sheets [193], which are increasingly used in car bodies and
[(Fig._31)TD$IG] interlock as shown in Fig. 31(b).
the
electrical appliances, and which cause problems for resistance spot
welding. The layer thicknesses of coating on the upper surface of
the upper sheet and on the lower surface of the lower sheet are
reduced due to contact with the punch and bulging into the ring
groove, respectively [26]. A at bottomed die without a ring groove
was developed to improve corrosion resistance [8], and the effect
on the prevention was examined as shown in Fig. 35 [10],
approaching corrosion resistance of the as-received coated sheet.
Round tools are generally employed for mechanical clinching.
Joints made by square tools were compared with those of round
Fig. 31. Self-pierce riveting with aluminium alloy rivets [3]. (a) Conventional and (b) ones [38]. The joint strength for the round tools is stronger, as
optimised die and rivet. shown in Fig. 36.
[(Fig._35)TD$IG]
682 [(Fig._38)TD$IG]
K.- Mori et al. / CIRP Annals - Manufacturing Technology 62 (2013) 673694
Fig. 38. Failures and loadstroke curves for static tension-shearing test of
aluminium alloy sheets joined by self-pierce riveting, mechanical clinching and
resistance spot welding. (a) Cross sections after test and (b) loadstroke curves
[146].
Fig. 42. Mechanical clinching of upper aluminium alloy and lower high strength
steel sheets [6].
Fig. 40. Comparison between fatigue strengths of joint by punches with and 4.5. Special treatments related to simulation and calculated results
without step portion [11].
Finite element simulation can be used to optimise self-pierce
4.4. Joining of dissimilar sheet metals riveting and mechanical clinching processes. For example, in a
particular case study, tool shapes for mechanical clinching were
Self-piece riveting and mechanical clinching allow the joining optimised using the response surface methodology [156].
of dissimilar sheet metals. In particular joining of steel and Plastic deformation of the sheets is concentrated around the
aluminium sheets may enable some lightweighting in cars. Defects rivet skirt tip in self-pierce riveting and around the corner of the
in joints between dissimilar sheet metals typically arise due to punch in mechanical clinching. In simulating such large plastic
differences in the ow stress and ductility of the sheets, which deformations, element meshes are severely distorted so accuracy
suggest a need for careful control of the plastic deformation of both deteriorates and analyses may even terminate prematurely due to
sheets. It is, however, comparatively easy to join mild steel and convergence problems. Thus adaptive remeshing is used to avoid
aluminium sheets by self-piece riveting [2] and mechanical the severe mesh distortion in self-pierce riveting [160] and
clinching [4] because they have similar ow stresses and sufcient mechanical clinching [86]. Forming limits to driving the rivet skirt
ductility. The effect of the different ow stresses of steel and through the upper sheet in self-pierce riveting have been predicted
aluminium on the joinability of self-pierce riveting has been using the normalised Latham and Cockroft damage law and kill-
examined by nite element simulation [42]. element technique [52], the GursonTvergaard damage model [17]
Different high strength steel sheets were joined with alumi- and the Lemaitre coupled damage model [30]. When element
nium sheets by self-pierce riveting using a conventional rivet and aspect ratios deteriorated, elements were deleted, as fracture
die [145]. Satisfactory interlocks were formed in 440 and 590 MPa would occur [5] (see Fig. 43). This leads to simple treatment
steel sheets, but for the 980 MPa steel sheet, the rivet skirt was without damage models.
largely compressed and not driven through the upper sheet. By The point-connector model was employed to evaluate the static
optimising the shape of the die it was possible to join the 980 MPa strength of the joint by self-pierce riveting in the shell element
steel and aluminium sheets in self-pierce riveting as shown in approximation [93].
Fig. 41 [9]. Three aluminium and steel sheets [5] as well as polymer [(Fig._43)TD$IG]
and aluminium sheets [170] and breglass composite and
aluminium sheets [68] were joined by self-pierce riveting.
[(Fig._41)TD$IG]
5. Joining by forming (for example rectangular, triangular or circular grooves) has been
investigated showing that rectangular grooves lead to the highest
5.1. Joining mechanism joint strength [200]. An increased forming pressure leads to a
higher connection strength, as it leads to a higher deformation in
Functions of joining workpieces are incorporated into forming the joining area (Fig. 45(b) and (c)), [209]). Joint strength is also
processes such as extrusion, forging, tube forming and sheet metal improved by increasing the number of grooves [158].
forming. In joining by forming, workpieces are mechanically joined Impulse welded joints are solid-state welds in which a metallic
by controlling plastic deformation [83]. The development of new bond is created from the impact of joining parts at very high
joining processes is comparatively active in this led because of velocities vim, up to several hundred m/s, and with impact
excellent use of plastic deformation during forming. pressures up to a few thousands MPa. To create such joints, at least
An interference-t joint is based on a difference in the elastic one of the joining parts must be accelerated rapidly [129]. During
recovery of the two parts being joined, leading to an interference the process, the jetting effect occurs, cleaning the surface by
pressure between the parts after deformation. Such joints can be ejecting a thin layer of material from the contact gap, leaving a
manufactured between tubular workpieces, for example, either by chemically pure surface (Fig. 46). The joint is formed due to
expansion or compression of the parts to be joined. The two parts pressure not heat [172]. During the collision, it appears that the
are aligned (Fig. 44) and then the inner part the tube in this case atoms of the two joining parts are pressed towards each other with
is expanded by the internal forming pressure. When the pressure such high forces that they overcome their natural repulsive forces.
exceeds a critical value, plastic deformation starts from the As a result, they form a new stable equilibrium, sharing and
internal surface of the tube and expands towards the outside. After exchanging electrons. Evidence for this description is provided by
the assembly gap is bridged the tube touches the ring and the parts numerical studies of electromagnetic pulse welding [169]. Never-
expand together as the forming pressure increases. When the theless, in some cases indications of melting and solidication
forming pressure is released, both parts recover elastically. Since were found in the microstructure of the weld seam [31]. The
the elastic recovery of the ring is larger than that of the tube, the interface morphology of an impact weld exhibits a wavy or rippled
tube prevents a complete recovery of the ring. This difference in pattern [31]. These waves are due to the KelvinHelmholtz
elastic deformation can be achieved, for instance, by using a ring instability [27]. The reected shock waves are responsible for this
material with a higher yield stress than the tube material. As a pattern. The major parameters affecting the weld quality are the
result, the interference pressure at the interface between the two collision velocity vc, the collision angle b and the material
parts is formed [81]. The optimal maximum forming pressure is [(Fig._46)TD$IG]
properties of the joining parts (e.g. density) [57].
reached just before the outer part starts to deform plastically [132].
A further increase of the forming pressure would increase the
interference pressure only minimally due to work-hardening of the
[(Fig._4)TD$IG]
parts.
Fig. 44. Principle of interference-t joint manufactured by expansion. (a) Fig. 46. Principle of impulse welding with KelvinHelmoltz waves [27].
Positioning, (b) maximum expansion under forming pressure and (c) elastic
recovery [132].
The parameters vc and b are primarily related to the applied
forming energy and the initial gap between the joining parts. The
The joint strength of an interference-t connection is deter- initial gap has to be large enough to provide allow sufcient
mined by Coulombs law of friction. The joint strength depends on workpiece acceleration to generate the required kinetic energy
the coefcient of friction, the interference pressure and the area of [154]. However, if the gap is too wide, the moving part starts to
the joining zone usually constrained by design restrictions in decelerate and the kinetic energy drops below the critical value
industrial applications. However, it may be possible to increase the required to generate a weld.
coefcient of friction, for example by cleaning the contact areas of Fig. 47 shows the process window of impulse welding
the parts to be joined, or increasing the surface roughness [132]. schematically [147]. In area A no welding occurs since the values
Shot peening and machining with different cutting parameters of vc and b are too small. Area C is characterised by a joining zone
have been used to increase the surface roughness, and thus the with large brittle intermetallic phases due to high impact energies
joint strength increases [88]. causing melting. The target weld is achieved only in area B. Impulse
For form-t joints, one of the parts to be joined has additional [(Fig._47)TD$IG]
geometric elements such as circumferential grooves (Fig. 45). To
create the connection, the tube material is formed into these
elements and an undercut produced [200]. Such joints can be
exposed to high loads and provide a good seal [209]. The push-out
force increases as the width of the additional element decreases
[(Fig._45)TD$IG]
and its depth increases. The inuence of the groove cross section
Fig. 50. Process principle electromagnetic (a) compression and (b) expansion [162].
Fig. 48. Examples of components joined by forming. (a) Camshaft, (b) heat
exchanger and (c) mechanically crimped water hose coupling (NEOPERL GmbH). primary current. The opposing currents cause a repulsive force
[(Fig._49)TD$IG] between the workpiece and tool coil.
Equations to determine the magnetic eld and the acting forces
are introduced in [114]. The process typically takes place between
10 and 100 ms and the workpiece reaches strain rates of 104 s1 or
higher [162]. Depending on the material properties, the geometry
of the parts and the joint type, the required forming pressures vary
from about 10 MPa up to a few hundred MPa [200]. A simple
analytical model to determine the minimal necessary forming
pressure pmin for form-t joints is introduced [37].
2
pmin t t
3 (4)
sf w r
2
p f p s f ;I
3
20 s11 3
2 2 p
6 DI;o 1 1 w A 1 3 tI 7
t I 4@ b b 5 (8)
2 2 2 2 b w2
where
2
4d w2
Fig. 52. Process principle of die-less hydroforming. (a) Interference-t and (b) form-
b (9)
4d
t joints [79].
The uid pressure for complete groove lling is affected by the
groove geometry, dened by the groove width w and the groove
An analytical approach to determine the interference pressure p
depth d, and by the yield stress sf,I, diameter DI,o and thickness tI of
for an interference-t connection is given in [132]:
the inner part.
Industrial application of joining by die-less hydroforming is
p f s f ;I lnQ1 1QO2 2Q 2 s lnQ
I
nO I f ;I 2 I mainly on the following elds or products (Fig. 48(a) and (b) and
EO 1QO2 EI 1QO
p (5) Fig. 49(a)): tube bundle heat exchangers [208], camshafts [132]
1 1QO2 1 1Q 2
EO 2
1QO
nO EI 1QI
I
2
nI and lightweight frame structures [98].
Joining of camshafts by die-less hydroforming (Fig. 48(a)) is, by
where p is inuenced by the yield stress of the inner joining part sf,I far, the most important example of application. In comparison to
as well as by the Youngs module EI and EO and the Poison ration nI camshafts, which are conventionally forged and machined out of
and nO of the two components. p is also affected by the ratios of the
[(Fig._54)TD$IG]
inner and outer diameters of the inner and outer parts QI and QO.
The maximum uid pressure pf,max that leads to the highest
interference pressure is found in [132] to be:
1 1
p f ;max 2 s f ;I ln s f ;O 1 QO2 (6)
QI 2
where sf,O represents the yield stress of the outer part. Above this
pressure, the ring starts to deform plastically and no further
signicant increase of the interference pressure can occur. The
minimum uid pressure pf,min required to create an interference
pressure (Fig. 53), is given as:
2 !1 3
2
E O 1 Q 1
p f ;min s f ;I 4 O
nO ln 5 (7)
EI 1 QO2 QI
one piece, the cams and shaft can be machined separately and mechanical crimping, applying pressure via an elastomer allows a
joined afterwards. This allows a considerable reduction in material, more uniform pressure distribution around the outer part and
machining work and the camshaft weight. leads to scratch-free forming of complex groove geometries.
Lightweight frame structures joined by die-less forming
(Fig. 49(a)) are the focus of recent investigations [98]. For this 5.5. Joining by incremental forming
purpose, a tool prototype for joining of rectangular proles was
developed and demonstrated [133] (Fig. 54). The tube spinning process can be used to manufacture
multilayer material tubes [144]. Two aluminium tubes with
5.4. Joining by mechanical and hydraulic crimping different diameters are mounted together on the mandrel. A force-
t joint is produced by adjusting the gap between roller tool and
Joining by mechanical crimping uses segmented tools, so-called mandrel, and moving the forming tool so the thickness of both
crimping dies, which are positioned around the outer part to apply parts is reduced. For the parts tested, achieving sufcient joint
the required forming pressure [164]. The process was developed in strength required 50% thickness reduction and forming at around
1930 to join couplings onto hydraulic hoses. In comparison to 230 8C.
swaging, which uses two semi-circular dies, the increased number In [184] shear spinning is used to manufacture compound
of dies in crimping (4, 6, 8 or even 10) leads to a more uniform structures. The process is composed of two steps as shown in
distribution of the radial forming pressure and to a higher process Fig. 57. First a preform with undercuts is shaped by the use of a split
exibility as one tool set can cover a wide range of compression mandrel. In the second step a ring is positioned on another mandrel
radii. Before compression starts, the three parts, sleeve, hose and together with the preform. Both the ring and preform are then
tting, are loosely assembled (Fig. 55(a)) as described in [53]. The formed by shear spinning to create a form-t joint. Rotary swaging
sleeve and tting are made of metal, while the hose is made of [(Fig._57)TD$IG]may also be used to achieve the same compound structures.
plastic or rubber and often reinforced with steel wires to resist high
working pressures. In the second step a force or distance controlled
movement of the crimping dies starts (Fig. 55(b)), leading to plastic
compression of the sleeve, resulting in a form-t or interference-t
joint of all three parts. A detailed investigation of mechanical
crimping by numerical simulation is presented in [54], considering
both the elasticplastic deformation of joining and the time-
dependent relaxation of the rubber hose. The results prove that the
interference pressure between the two parts signicantly
decreases due to stress relaxation. This may reduce the pull-out
[(Fig._5)TD$IG]strength or connection tightness. Fig. 57. Process principle of joining by shear spinning. (a) Preforming and (b) nal
stages [184].
Fig. 55. Process principle of mechanical crimping. (a) Positioning and (b) crimping
[53].
Fig. 56. Process principle of hydraulic crimping. (a) Positioning and (b) Fig. 59. Process principles of joining by rolling with (a) adjustable joining zone and
pressurisation [171]. (b) adjustable expansion [85].
688 [(Fig._61)TD$IG]
K.- Mori et al. / CIRP Annals - Manufacturing Technology 62 (2013) 673694
Fig. 60. (a) Process principle of magnetic impulse welding [216] and (b) weld seam
(courtesy of Institute of Forming Technology and Lightweight Construction, TU
Dortmund).
5.8. Hemming
Fig. 62. Joining of heated disc and non-heated bar by punching [136].
Hemming is used in the last steps of stamping operations to
improve part stiffness and the appearance and quality of the edge. A shaft having a ange was produced by inserting a bar with a
Hemming is a multi-stage operation consisting of anging, pre- serrated edge into a disc with a central hole as shown in Fig. 63
hemming and nal hemming. When another edge of a sheet is [110]. Joining is reached by plastically deforming the serrated teeth
sandwiched in the hemmed edge, these edges are mechanically of the bar and the hole of the disc.
[(Fig._63)TD$IG] K.- Mori et al. / CIRP Annals - Manufacturing Technology 62 (2013) 673694 689
titanium as the tools fail too rapidly for industrial use as shown in
Fig. 65 [69]. In turn, polycrystalline cubic boron nitride (PCBN) is a
rather expensive alternative. An Ir-based tool for friction stir
welding of high temperature materials was developed, and
stainless steel plates were joined together [143].
Fig. 64. Production of tube having ange by sandwiching ring between two wrinkles
generated by axial compression of tube. (a) 1st wrinkling, (b) 2nd wrinkling and (c)
joined product [14].
Fig. 67. (a) Process principle of joining by combined deep drawing and cold forging
and examples of composite parts manufactured by combined deep drawing and (b)
forward rod extrusion and (c) backward can extrusion [101].
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7. Conclusions
International Journal of Machine Tools and Manufacture 50(2):143155.
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