BLD-WELD01-12 · Lesson 1 · 36 clock hours · theory
Project Planning, Drawing Interpretation, and WPS Development
Objective. Given an instructor-issued orthographic drawing of the capstone assembly, students produce a complete written project plan that includes a Bill of Materials, joint-by-joint welding sequence, and a draft WPS for each welding process to be used, with all essential variables correctly identified per ASME Section IX and AWS D1.1 requirements.
Why Planning Comes Before the First Arc
In structural and pipe fabrication, mistakes made on paper cost nothing. Mistakes made in steel cost time, material, and sometimes lives. The capstone project treats planning as a deliverable equal in weight to the finished weldment itself. Before a single piece of base metal is marked or cut, you will produce three documents: an annotated orthographic drawing, a draft Welding Procedure Specification (WPS) for every process you intend to use, and a complete Bill of Materials (BOM) with a cutting list. Each document must be signed off by your instructor. No sign-off means no material requisition.
Reading the Orthographic Drawing
An orthographic drawing presents a three-dimensional object as two or more flat views — typically front, top, and right-side — so that every surface and dimension is shown true to scale in at least one view. Your first task is to orient yourself: identify the title block, revision level, drawing scale, and units (inches or millimeters). Then walk the views systematically.
Every welding symbol on the drawing follows AWS A2.4, the industry standard for welding symbols. The reference line runs horizontally. The arrow points to the joint. Symbols below the reference line apply to the arrow side of the joint; symbols above apply to the other side. Tail notes reference the applicable WPS or process. Read each symbol and record it in your markup: joint type (butt, fillet, groove, plug, or slot), weld size or throat, weld length and pitch if intermittent, and any supplementary symbols such as weld-all-around or field weld flags.
Mark every joint on the drawing with a colored pen and assign it a sequence number. That number ties the drawing to your welding sequence in the project plan.
Joint-by-Joint Welding Sequence
Sequencing controls distortion. Heat applied to one side of an assembly causes that side to shrink as it cools, pulling the structure out of square. Standard strategies include:
- Backstep welding — depositing short segments in the direction opposite overall travel to balance heat input.
- Balanced welding — alternating passes on opposite sides of a neutral axis.
- Pre-setting (pre-cambering) — tacking parts slightly out of position so that weld shrinkage pulls them to the correct final position.
For the capstone assembly, list every joint in the order you plan to weld it. Note which joints must be completed and allowed to cool before adjacent joints are started. Pipe joints in particular must reach interpass temperature limits before the next pass is deposited — a detail that goes directly into the WPS.
Drafting the WPS
A Welding Procedure Specification is the written instruction that tells a welder exactly how to make a code-compliant weld. Both AWS D1.1 (structural steel) and ASME Section IX (pressure-containing welds, including pipe) require a WPS before production welding begins.
Essential variables are the parameters whose change requires re-qualification of the procedure. For your draft, fill in every essential variable on the standard form:
- Base metal: material specification and, for ASME, the P-number that groups metals with similar weldability.
- Filler metal: AWS classification (e.g., E7018 for SMAW, ER70S-6 for GMAW), and for ASME, the F-number that groups filler metals by usability characteristics, and the A-number that describes deposited weld metal chemistry.
- Process: SMAW, GMAW, FCAW, or GTAW.
- Position: 1G/1F (flat), 2G/2F (horizontal), 3G/3F (vertical), 4G/4F (overhead), 5G or 6G for pipe.
- Preheat temperature: minimum temperature the base metal must reach before the arc is struck, preventing hydrogen-assisted cracking in higher-carbon steels.
- Interpass temperature: maximum temperature permitted between passes, preventing excessive grain growth and loss of toughness.
- Shielding gas: type, mixture percentage, and flow rate for GMAW, FCAW, and GTAW.
- Current type and polarity: DCEP, DCEN, or AC, as required by the filler metal classification.
- Travel speed and voltage/amperage ranges: the operating window within which the welder must stay.
After completing the draft, compare it side-by-side with the program's reference WPS library. Check every field. A missing essential variable is not a minor omission — under both AWS D1.1 and ASME Section IX, an incomplete WPS is a nonconforming WPS.
Building the Bill of Materials and Cutting List
The BOM lists every piece of base metal by material specification, size, and quantity. The cutting list breaks each piece down to exact cut lengths with saw-kerf and squaring allowance added. Calculate total linear footage of filler metal by estimating deposition requirements joint by joint, then applying a standard deposition efficiency factor for the process (SMAW runs roughly 60–65% efficiency due to stub loss and slag; solid wire GMAW runs roughly 90–95%).
Enter all data into the fabrication planning worksheet. This worksheet becomes a permanent portfolio document and will be reviewed alongside the finished weldment.
Safety Points for the Planning Phase
Planning is a desk activity, but safety rules still apply. Review the Safety Data Sheets (SDS) for every filler metal and shielding gas before you specify them in the WPS — the SDS lists fume hazards, ventilation requirements, and PPE. Confirm that the preheat method you specify (torch, induction blanket, or resistance pad) requires a hot work permit in your facility. Note any material that requires special handling: galvanized or coated steel releases zinc fumes and demands local exhaust ventilation at the arc. Document these requirements in your project plan so they are in place before fabrication begins — not discovered mid-weld.
Key terms10
Orthographic drawingA technical drawing that represents a three-dimensional object using two or more flat, two-dimensional views (front, top, side) arranged so that true dimensions appear in each view.
Welding Procedure Specification (WPS)A written document that prescribes the essential, supplementary essential, and non-essential variables a welder must follow to produce a weld that meets a specific code's requirements.
Essential variableAny parameter in a WPS whose change beyond specified limits requires re-qualification of the welding procedure; examples include base metal P-number, filler metal F-number, and welding position.
P-numberAn ASME Section IX grouping assigned to base metals with similar weldability, composition, and mechanical properties, used to reduce the number of procedure qualifications required.
F-numberAn ASME Section IX grouping assigned to filler metals based on their usability characteristics, used to determine which qualified filler metals may be substituted without re-qualifying a procedure.
AWS A2.4The American Welding Society standard that defines the symbols used on engineering drawings to specify weld type, size, location, and supplementary requirements.
Preheat temperatureThe minimum temperature to which the base metal must be raised — and maintained — in the weld zone before the arc is struck, primarily to reduce the risk of hydrogen-assisted cracking.
Interpass temperatureThe maximum temperature permitted in the weld zone between successive weld passes; controlling it prevents overheating that could degrade toughness and mechanical properties.
Bill of Materials (BOM)A structured list of every raw material and component needed to fabricate an assembly, including material specification, size, quantity, and in a cutting list, exact cut lengths.
Deposition efficiencyThe ratio of filler metal deposited into the joint to the total filler metal consumed, expressed as a percentage; it varies by process and affects filler metal quantity estimates in the BOM.
Worked examples4
1. A fillet weld joint requires 48 inches (4 linear feet) of 3/8-inch fillet weld using SMAW with E7018 electrodes. Using a deposition efficiency of 62%, and knowing that a standard 14-inch E7018 electrode (3/32" diameter) deposits approximately 0.010 lb of weld metal per inch of weld at that size, estimate the weight of electrodes needed to purchase.
- Step 1 – Find the weight of weld metal required: 48 inches × 0.010 lb/inch = 0.48 lb of deposited weld metal.
- Step 2 – Apply deposition efficiency to find electrode weight needed: electrode weight = deposited weld metal ÷ efficiency = 0.48 lb ÷ 0.62 = 0.774 lb.
- Step 3 – Round up to the nearest practical purchase quantity. Standard E7018 electrodes in 3/32" diameter weigh roughly 0.054 lb each (14-inch length). Number of electrodes = 0.774 lb ÷ 0.054 lb/electrode ≈ 14.3 electrodes, so order at least 15 electrodes.
- Step 4 – Enter '15 electrodes, E7018, 3/32 in., 14 in.' on the BOM worksheet for this joint.
Answer: Approximately 0.77 lb of E7018 electrode (at least 15 individual 3/32-inch sticks) must be purchased to deposit 48 inches of 3/8-inch fillet weld at 62% deposition efficiency.
2. A drawing calls for a fillet weld with the welding symbol showing a '1/4' below the reference line and '3/8' above the reference line. Interpret what these two numbers specify.
- Step 1 – Recall the AWS A2.4 convention: a number to the left of the weld symbol on the reference line is the weld size; below the line means arrow side; above the line means other side.
- Step 2 – The '1/4' below the reference line specifies a 1/4-inch fillet weld on the arrow side of the joint.
- Step 3 – The '3/8' above the reference line specifies a 3/8-inch fillet weld on the other side of the joint.
- Step 4 – Record in the drawing markup: Joint [assigned number] — double-sided fillet weld, arrow side 1/4 in., other side 3/8 in. Note both sizes in the BOM deposition calculation since the two sides differ.
Answer: The symbol specifies a double-sided fillet weld: 1/4-inch on the arrow side and 3/8-inch on the other side of the joint.
3. Your project plan calls for a GMAW butt weld on 3/8-inch A36 plate. AWS D1.1 Table 3.2 (preheat and interpass temperature requirements) indicates that A36 with thickness up to 3/4 inch requires a minimum preheat of 32°F (0°C) when heat input is not restricted, effectively meaning no preheat above ambient is required in a normal shop environment. However, the shop is at 28°F today. Determine whether preheat is required and, if so, to what minimum temperature.
- Step 1 – Identify the code requirement: AWS D1.1 requires that the base metal temperature meet the minimum preheat temperature before welding begins. If the code minimum is 32°F and ambient is 28°F, the base metal is below the code minimum.
- Step 2 – Because 28°F is below 32°F, preheat must be applied to bring the base metal up to at least 32°F (0°C) before the arc is struck.
- Step 3 – Record the preheat requirement in the WPS: 'Minimum preheat temperature: 32°F (0°C). Verify with contact thermometer or temperature-indicating crayon before each weld pass.'
- Step 4 – Note in the project plan that a propane torch, resistance blanket, or other approved heat source will be used, and that a hot work permit may be required per facility policy.
Answer: Yes, preheat is required today. The base metal must be heated to at least 32°F (0°C) and verified before welding begins, because the ambient temperature of 28°F is below the AWS D1.1 minimum for this material and thickness.
4. A cutting list shows three pieces of 2-inch schedule 40 carbon steel pipe, each 18 inches long, plus a 3-inch allowance per cut for saw kerf and squaring. How many total linear inches of raw pipe stock must be requisitioned, and how many full 21-foot (252-inch) lengths are needed?
- Step 1 – Calculate the net length per piece including allowance: 18 inches (part) + 3 inches (cut allowance) = 21 inches per piece.
- Step 2 – Multiply by the number of pieces: 3 pieces × 21 inches = 63 inches of pipe required.
- Step 3 – Convert to standard stock lengths: 63 inches ÷ 252 inches per length = 0.25 lengths, meaning one 21-foot length provides enough material with significant remainder.
- Step 4 – Requisition 1 stick of 21-foot (252-inch), 2-inch schedule 40 carbon steel pipe. Enter on BOM: '1 ea., 2-in. Sch 40 CS pipe, 21 ft, A53 or equivalent.'
Answer: 63 total inches of pipe stock are needed; one standard 21-foot length is sufficient. Requisition 1 length and note the remaining stock for return or other use.
The math in this lesson2
Learners estimate electrodes for 48 in of fillet at 62% deposition efficiency and total pipe stock with kerf allowances.
7.RP.3N-Q.1
In class: Read and mark up the issued multi-view orthographic drawing, identifying every welding symbol per AWS A2.4, joint type, weld size, and required process; present a symbol-by-symbol verbal walk-through to the instructor for sign-off before any material is cut. · Draft a WPS for each process (SMAW, GMAW/FCAW, GTAW) using a standard industry WPS form, filling in all essential variables — base metal P-number, filler metal F-number and AWS classification, position, preheat, interpass temperature limits, and shielding gas where applicable — and compare the draft against the program's reference WPS library to self-check for omissions. · Build a Bill of Materials and cutting list from the drawing, calculate linear footage of filler metal required using standard deposition efficiency estimates, and enter all data into a fabrication planning worksheet that will become part of the portfolio.
Materials: Instructor-issued orthographic drawing (multi-view, to scale); AWS D1.1 Structural Welding Code — Steel (current edition); ASME Boiler and Pressure Vessel Code Section IX (current edition); AWS A2.4 Standard Symbols for Welding; blank WPS forms; Bill of Materials worksheet; engineering scale ruler; calculator; program reference WPS library binder
Check: Instructor reviews completed WPS drafts, Bill of Materials, and annotated drawing against a 20-point checklist covering all essential variables and symbol interpretations; students must score 80% or higher and receive sign-off on all three documents before material is requisitioned — any missing essential variable is an automatic re-do.
Practice check8
Answer each question, then check it. Nothing is recorded; this is your own practice.
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