Integrated Metallurgy Case Study: Welding Procedure Review and Defect Prevention Plan
Objective. Working from a provided Welding Procedure Specification (WPS) and MTR, the student produces a written defect-prevention plan that specifies filler metal, preheat, heat input range, interpass limits, inspection hold points, and PWHT decision, and defends it orally to the instructor.
Integrated Metallurgy Case Study: Welding Procedure Review and Defect Prevention Plan
By the end of a structural or pipe welding program, you should be able to look at a Welding Procedure Specification (WPS) and immediately recognize whether it will produce a sound weld — or set you up for failure. This lesson ties together every metallurgy concept from the course into one practical exercise: reviewing a real-style WPS package and building a written plan to prevent defects before the first arc is struck.
What a WPS Package Contains
A complete WPS package for structural work includes the WPS itself (listing base metal, filler metal, process, position, preheat, interpass temperature, heat input limits, and post-weld heat treatment if required), the Procedure Qualification Record (PQR) that proves the procedure was tested, and the Mill Test Report (MTR) for the base metal. The MTR gives you the actual chemical composition and mechanical properties of the heat of steel you are welding — not just the specification minimums. You use the MTR chemistry to calculate the Carbon Equivalent (CE), which predicts susceptibility to hydrogen-induced cracking (HIC).
The IIW Carbon Equivalent Formula
The International Institute of Welding (IIW) formula most commonly used for structural steels is:
CE = C + Mn/6 + (Cr + Mo + V)/5 + (Ni + Cu)/15
All values are in weight percent (wt%), taken from the MTR. As a general guideline, steels with CE above approximately 0.40 are considered higher hardenability and typically require preheat to suppress martensite formation in the heat-affected zone (HAZ) and reduce hydrogen cracking risk. AWS D1.1 provides preheat tables based on base metal category, thickness, and process; always use those tables in conjunction with the CE result — CE alone is a screening tool, not a substitute for the code table.
Verifying Preheat Adequacy for A572 Grade 50
A572-50 is a high-strength low-alloy (HSLA) structural steel widely used in bridge girders and building frames. It has a specified minimum yield strength of 50 ksi. For a cyclically loaded bridge girder operating at a minimum design temperature of −20°F, the consequences of hydrogen cracking or brittle fracture are severe. Check three things against AWS D1.1: (1) the preheat temperature listed on the WPS matches or exceeds the code requirement for the actual plate thickness and process; (2) the minimum interpass temperature is at least equal to the preheat; and (3) the maximum interpass temperature is specified to protect toughness — excessive interpass temperature can coarsen the HAZ grain structure and reduce Charpy impact values.
Heat Input Control
Heat input (HI) is calculated as:
HI (kJ/in) = (Amps × Volts × 60) / (Travel Speed in in/min × 1000)
High heat input grows the HAZ, reduces cooling rate, and can degrade notch toughness — critical for a fatigue-loaded, low-temperature application. Low heat input raises cooling rate, can increase hardness, and increases hydrogen cracking risk in higher-CE steels. The WPS must specify a range, and you must verify that range is achievable with the listed parameters.
Five Most Likely Metallurgical Risks for This Joint
1. Hydrogen-induced cracking (HIC): Root cause is diffusible hydrogen from moisture or cellulosic electrodes, combined with a hard HAZ and tensile stress. Control: low-hydrogen filler (E7018, stored in a rod oven per manufacturer requirements), verified preheat, and hydrogen bake-out if required.
2. Lamellar tearing: Risk exists when through-thickness shrinkage stress acts on plate with low reduction-of-area (RA%) in the short-transverse direction. Check the MTR for through-thickness ductility. Joint design that minimizes Z-direction stress and using low-yield-strength butter passes can reduce risk.
3. Undercut: Caused by excessive amperage, incorrect travel angle, or too-fast travel speed. Undercut is a stress concentration especially harmful under cyclic loading. Control by staying within WPS parameter ranges. AWS D1.1 limits undercut depth for tension members.
4. Slag inclusion: Associated with incomplete interpass cleaning, especially in multi-pass groove welds. Control: wire brush and grind each pass before depositing the next; maintain correct travel angle.
5. Distortion: Differential thermal expansion and contraction create angular and longitudinal distortion. Control by sequencing passes, back-stepping, balanced welding, and clamping or strongbacks per the WPS.
Post-Weld Heat Treatment (PWHT) Decision
For A572-50 structural plate groove welds covered by AWS D1.1, PWHT (stress relief) is not routinely required by the structural code unless specifically required by the Engineer of Record or contract documents. However, you must document this decision in your defect-prevention plan with a code reference, not just state "not required" without justification.
Inspection Hold Points
A hold point is a defined stage where work stops until an inspection is completed and documented. Typical hold points for a structural groove weld: (1) fit-up and joint dimensions before welding; (2) root pass — visual and, if specified, MT or PT; (3) interpass — visual for slag, cracks, and profile; (4) final pass — visual inspection (VT), then nondestructive examination (RT or UT) per the contract. Acceptance criteria come from AWS D1.1 tables for the applicable weld category.
Safety in This Lab
Although this lesson is a document-review and planning exercise, you are working with welding references that will govern live weld procedures. When you move to verification weld tests, always: wear appropriate PPE (welding helmet with correct shade, leather gloves, FR clothing); follow lockout/tagout (LOTO) procedures on any equipment before adjusting it; ensure ventilation is adequate for the filler metal being used; and store low-hydrogen electrodes in a heated rod oven at the temperature specified by the manufacturer to prevent moisture pickup, which is the primary source of diffusible hydrogen.
Key terms9
Carbon Equivalent (CE)A single number calculated from a steel's chemical composition (using the IIW formula) that estimates its hardenability and susceptibility to hydrogen-induced cracking; used to determine preheat requirements.
Welding Procedure Specification (WPS)A written document that specifies all essential and non-essential variables — base metal, filler metal, process, position, preheat, heat input limits, and more — required to produce a weld meeting code requirements.
Mill Test Report (MTR)A certified document from the steel producer listing the actual chemical composition and mechanical test results for a specific heat of steel, used to verify specification compliance and calculate CE.
Heat Input (HI)The energy delivered per unit length of weld, calculated from amps, volts, and travel speed (kJ/in); controls cooling rate, grain growth, and HAZ width.
Hydrogen-Induced Cracking (HIC)Cracking in or near the HAZ caused by the combination of diffusible hydrogen, a hard microstructure (martensite), and tensile residual stress; prevented by low-hydrogen filler metals, preheat, and proper electrode storage.
Lamellar TearingA subsurface cracking mode in rolled plate caused by shrinkage stress acting in the short-transverse (through-thickness) direction on inclusions with low ductility; detected by UT and mitigated by joint design and base metal selection.
Interpass TemperatureThe temperature of the weld and adjacent base metal immediately before each subsequent pass is deposited; must be at or above the preheat minimum and must not exceed the WPS maximum to protect HAZ toughness.
Hold PointA defined stage in production where work must stop and an inspection must be completed and accepted before the next operation begins; documented in the quality plan.
Post-Weld Heat Treatment (PWHT)Controlled heating of a completed weldment to a specified temperature and hold time to reduce residual stress and improve toughness or corrosion resistance; required by code or contract documents for certain applications.
Worked examples4
1. An MTR for A572-50 plate shows: C = 0.18%, Mn = 1.20%, Cr = 0.10%, Mo = 0.00%, V = 0.03%, Ni = 0.10%, Cu = 0.20%. Calculate the IIW Carbon Equivalent.
Write out the IIW formula: CE = C + Mn/6 + (Cr + Mo + V)/5 + (Ni + Cu)/15
Substitute the MTR values: CE = 0.18 + (1.20/6) + (0.10 + 0.00 + 0.03)/5 + (0.10 + 0.20)/15
Sum all terms: CE = 0.18 + 0.200 + 0.026 + 0.020 = 0.426
Answer: CE = 0.43 (rounded to two decimal places). This result is above the approximate 0.40 threshold, indicating the steel has moderate hardenability and preheat is warranted. Confirm the specific preheat temperature against the AWS D1.1 preheat table for the plate thickness and welding process.
2. A welder runs a SMAW pass on the groove weld at 160 A, 24 V, and a travel speed of 6 in/min. Calculate the heat input.
Write the heat input formula: HI (kJ/in) = (Amps × Volts × 60) / (Travel Speed in/min × 1000)
Answer: Heat input = 38.4 kJ/in. Compare this to the WPS heat input range. If the WPS limits HI to, say, 55 kJ/in maximum for toughness protection, 38.4 kJ/in is within range. If the minimum is 30 kJ/in to ensure adequate preheat benefit, it is also acceptable.
3. A welder needs to verify that the interpass temperature has not exceeded the WPS maximum of 400°F before depositing the next pass. The contact pyrometer reads 212°F. What action should the welder take and why?
Compare the measured interpass temperature (212°F) to the WPS maximum (400°F).
212°F is below 400°F, so the maximum limit is not exceeded.
Next, check that 212°F is also at or above the minimum preheat required. If the WPS specifies a minimum preheat of 150°F, 212°F satisfies the minimum as well.
Both conditions are met: proceed to deposit the next pass.
Answer: The welder may proceed. The interpass temperature of 212°F is within the acceptable range (at or above preheat minimum, below the 400°F maximum), so no additional heating or cooling is needed.
4. The WPS specifies E7018 electrodes stored at 250°F–300°F in a rod oven. A welder finds a sealed can of E7018 left on the bench overnight at shop temperature (~70°F). According to general low-hydrogen electrode handling practice, what is the correct action before using these electrodes?
Recognize that E7018 is a low-hydrogen (LH) electrode whose coating absorbs atmospheric moisture when exposed outside a heated oven or unopened sealed container.
An opened or unsealed can left at ambient temperature overnight may have exceeded the allowable atmospheric exposure time specified by the electrode manufacturer.
The correct action is to rebake (redry) the electrodes in a holding or reconditioning oven at the temperature and time specified by the electrode manufacturer before use.
After rebaking, transfer electrodes to a 250°F–300°F holding oven or a heated quiver; do not expose them to ambient air again for extended periods.
Answer: Rebake the electrodes per the manufacturer's reconditioning instructions before use. Do not weld with electrodes of uncertain moisture content on a hydrogen-cracking-sensitive joint — the consequence for a −20°F service application could be catastrophic cracking.
The math in this lesson1
Learners calculate IIW carbon equivalent from an MTR and heat input for a 160 A, 24 V pass.
In class: Receive an instructor-prepared package containing a WPS for a groove weld in A572-50 structural plate, an MTR, and a list of service conditions (cyclically loaded bridge girder, minimum design temperature −20°F); perform CE calculation, verify preheat adequacy, identify any gaps or errors in the WPS parameters, and annotate the document. · Draft a one-to-two page defect-prevention plan that lists the five most likely metallurgical risks for this joint (e.g., hydrogen cracking, lamellar tearing, undercut, slag inclusion, distortion), the procedural control for each risk, and the inspection method and acceptance standard for each hold point. · Present the defect-prevention plan in a five-minute oral defense to the instructor and one peer reviewer, responding to at least three technical questions; revise the plan based on feedback and submit the final version with lab notebook entries. Materials: Instructor-prepared WPS package, MTR, AWS D1.1 simplified acceptance criteria handout, IIW CE formula card, filler metal selection chart, defect-prevention plan template, lab notebook Check: CE calculation correct; preheat adequately justified; all five risk items identified with correct controls; oral defense answers technically sound; final plan revised per feedback. Instructor scores on a rubric with 80% minimum. Unsatisfactory oral defense requires one resubmission within one week.
Practice check8
Answer each question, then check it. Nothing is recorded; this is your own practice.
Metallurgy and base metal identification
1. Using the IIW formula, which element makes the LARGEST single numerical contribution to the Carbon Equivalent for a steel with C = 0.15%, Mn = 1.40%, Cr = 0.05%, Mo = 0.00%, V = 0.02%, Ni = 0.10%, Cu = 0.15%?
Metallurgy and welding procedure
2. A WPS for a cyclically loaded bridge girder lists a maximum interpass temperature of 400°F. The primary reason for this upper limit is to:
Metallurgy and defect prevention
3. Which combination of conditions is MOST likely to cause hydrogen-induced cracking (HIC) in a structural groove weld?
Nondestructive examination and inspection
4. Lamellar tearing is BEST detected by which nondestructive examination method?
Welding procedure qualification and documentation
5. A mill test report (MTR) is required as part of a WPS package primarily to:
Welding codes and standards
6. For an A572-50 groove weld covered by AWS D1.1, which statement about post-weld heat treatment (PWHT) is MOST accurate?
Welding procedure and heat input calculation
7. A welder deposits a pass at 175 A, 26 V, and 8 in/min travel speed. What is the heat input in kJ/in?
Defect identification and acceptance criteria
8. During an oral defense of a defect-prevention plan, the instructor asks: 'Why is undercut especially harmful on a tension member in a cyclically loaded bridge?' The BEST answer is:
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