Chapter II

Select and Prepare Base Materials and Consumables

Red Seal Practice study guide with diagrams.

Selecting and Preparing Base Metals and Consumables

Module Introduction

This chapter covers all the knowledge required by the Welding Apprenticeship Program for the competency block "Selecting and Preparing Base Metals and Consumables." You must master metal identification, consumable selection, joint preparation calculations, and the requirements of Canadian standards. This module represents approximately 15% of the questions on the Red Seal exam. Questions focus on the practical application of standards, weld dimension calculations, and material compatibility.


Identification and Classification of Base Metals

Steel Designation Systems

In Canada, you will primarily encounter two classification systems: the ASTM (American Society for Testing and Materials) standard and the CSA (Canadian Standards Association) standard. For the exam, you must know the equivalencies and fundamental properties.

CSA/ASTM DesignationSteel TypeTensile Strength (MPa)Typical Applications
A36 / CSA G40.20Carbon structural steel400–550Structural frames, bridges
A572 Gr. 50 / CSA G40.21 350WHigh-strength low-alloy steel450–620Heavy structures
A516 Gr. 70Boiler and pressure vessel steel485–620Pressure vessels
A106 Gr. BCarbon steel for piping415High-temperature piping
304L / 316LAustenitic stainless steel485–515Food, chemical industries

Rule of thumb: The "W" suffix in the CSA G40.21 standard indicates a weldable steel. Grade 350W steels are the most common in Canadian construction.

Identification by Spark Test and Colour Code

Spark Test — Metal identification by spark patterns Spark Test — Visual metal identification Carbon Steel Spark pattern: Long, dense stream, star-shaped bursts, branching. Wheel Workpiece Characteristic: Bright yellow, long, forked sparks — high carbon content. Grey Cast Iron Spark pattern: Short, dense stream, red bursts, very few branches. Wheel Workpiece Characteristic: Short red sparks, few branches — carbon present as free graphite. Spark Test — Rapid identification method for ferrous metals by grinding (Red Seal)

Visual identification by spark test (grinding test) remains a quick field method:

Mild carbon steel: long, yellow sparks with few branches.
High-carbon steel: shorter, white sparks with multiple branches and bursts.
Stainless steel: short, orange sparks with no branches.
Grey cast iron: very short, red sparks with no branches.

The CSA colour code for structural steels is also tested:

GradeIdentification Colour
260WGreen
300WYellow
350WRed
400WBlue

Effect of Carbon and Carbon Equivalent (CE)

The weldability of a steel depends primarily on its carbon content and its carbon equivalent (CE) . The IIW (International Institute of Welding) formula is:

CE = C + (Mn/6) + (Cr + Mo + V)/5 + (Ni + Cu)/15

CE < 0.40%: excellent weldability, no preheat required.
CE = 0.40–0.60%: moderate weldability, preheat recommended.
CE > 0.60%: difficult weldability, preheat mandatory and post-weld heat treatment (PWHT) often required.

Calculation example: Steel with C = 0.20%, Mn = 1.20%, Cr = 0.10%, Ni = 0.05%.

CE = 0.20 + (1.20/6) + (0.10/5) + (0.05/15) = 0.20 + 0.20 + 0.02 + 0.003 = 0.423%

Conclusion: moderate preheat (50–100 °C) recommended.


Classification of Welding Consumables

Covered Electrodes (SMAW) — CSA W48 / AWS A5.1 Standard

The E7018 classification system decodes as follows:

E: electrode.
70: minimum tensile strength of 70,000 psi (≈ 490 MPa).
1: welding position (1 = all positions, 2 = flat and horizontal fillet).
8: coating type and polarity (8 = basic, low hydrogen, direct current).
ClassificationCoatingPolarityPositionsApplications
E6010CellulosicDC+AllDeep penetration, pipe welding
E6011CellulosicAC or DCAllPainted, galvanized steel
E6013RutileAC or DCAllThin sheet metal, aesthetics
E7018Basic (low H)DC+AllStructures, high-strength steels
E7024Rutile (iron powder)AC or DCFlat, horizontal filletHigh productivity

Key requirement: Low-hydrogen electrodes (E7018, E8018, etc.) must be stored in an oven at a temperature of 120 °C to 150 °C. Once removed from the oven, they must be used within a maximum of 4 hours (or 2 hours in humid environments). If this time limit is exceeded, they must be re-baked at 350–400 °C for 1 to 2 hours.

Flux-Cored Wires (FCAW) — AWS A5.20 / A5.29

Flux-cored wires are divided into two main categories:

Type T-1: gas-shielded (CO₂ or Ar/CO₂ mixture). Classification E71T-1.
Type T-4: self-shielded (no gas). Classification E71T-4.

The E71T-1 decoding:

E: electrode.
7: 70,000 psi strength.
1: all positions.
T: tubular.
1: flux type (gas required).

Solid Wires (GMAW) — AWS A5.18

ER70S-6 solid wires are the most common. The "S" indicates a solid wire, and the "6" indicates the chemical composition (higher manganese and silicon content for better deoxidation). The recommended shielding gas is an Ar/CO₂ (75/25) mixture or pure CO₂.

Tungsten Electrodes (GTAW) — AWS A5.12

DesignationColourUse
EWP (pure tungsten)GreenAluminum (AC)
EWCe-2 (ceriated)GreySteel, stainless steel (DC-)
EWLa-1 (lanthanated)BlackVersatile
EWTh-2 (thoriated)RedSteel, stainless steel (DC-) — limited use (radioactive)

Weld Joint Preparation

Joint Types and Angles

According to CSA W59 (Welding of steel structures), the main joint types are:

Joint TypeSymbolApplication
LapThin sheet metal
TeeReinforcements, stiffeners
ButtPiping, plates
CornerFrames, boxes
EdgeThick plates

Calculating Preparation Dimensions

For a single V-groove joint, the critical parameters are:

Bevel angle (α): generally 60° (30° on each side).
Root gap (g): 2 to 3 mm for SMAW, 3 to 4 mm for GMAW.
Root face (f): 1.5 to 2.5 mm.
Bevel angle: half of the total angle.

Formula for calculating deposited metal volume for a single V-groove joint:

V = (b × t) + (t² × tan(α/2))

Where:

V = volume of deposited metal (mm³)
b = root gap (mm)
t = plate thickness (mm)
α = total bevel angle (degrees)

Example: 12 mm plate, 3 mm root gap, 60° total angle.

V = (3 × 12) + (12² × tan(30°)) = 36 + (144 × 0.577) = 36 + 83.1 = 119.1 mm³ per mm of length

For a 1-meter weld (1000 mm), the total volume is 119,100 mm³ = 119.1 cm³.

Calculating the Number of Passes

The number of passes depends on the maximum cross-sectional area per pass. For SMAW with a 3.2 mm E7018 electrode, the recommended maximum cross-section is approximately 25 mm². For a 4 mm electrode, it is approximately 40 mm².

Number of passes = Total cross-section / Cross-section per pass

Using the previous example: total cross-section = 119.1 mm².

With a 3.2 mm electrode: 119.1 / 25 = 4.8 → 5 passes.
With a 4 mm electrode: 119.1 / 40 = 2.98 → 3 passes.

Surface Preparation

CSA W59 requires that surfaces to be welded must be:

81.Free of rust, oil, grease, paint, and moisture (clause 5.4).
82.Dry — moisture is a source of hydrogen.
83.Cleaned over a minimum width of 25 mm on each side of the joint.

Accepted cleaning methods are:

Wire brushing (stainless steel brush for stainless steel).
Grinding (abrasive disc).
Chemical cleaning (solvents, degreasers).
Shot blasting (for large surfaces).

Caution: Never use carbon steel brushes on stainless steel — risk of cross-contamination (corrosion).


Pipe Preparation

Applicable Standards

For pressure piping, CSA B51 (Boilers and pressure vessels) and the Canadian Electrical Code, Chapter V do not apply directly to welding. The reference standard is ASME B31.3 (Process Piping) or ASME Section IX (welder qualification). In Canada, CSA Z662 (Oil and gas pipeline systems) is the primary standard for pipelines.

Pipe Joint Preparation

For pipes, the V-groove joint is the most common. Typical dimensions for a 6 mm thick pipe:

Bevel angle: 37.5° on each side (75° total).
Root gap: 2.4 mm.
Root face: 1.6 mm.

Rule of thumb: For pipes with a nominal diameter ≤ 2 inches (50 mm), an open root joint is often used with a cellulosic E6010 electrode for the root pass.

Alignment and Tack Welding

Pipe alignment must respect a maximum misalignment of 1.5 mm (or 10% of the wall thickness, whichever is smaller). Tack welding must be performed with the same process and consumables as the final weld. Tacks must be:

3 to 4 in number for a small-diameter pipe.
10 to 15 mm in length.
Ground or filed at the ends to ensure complete fusion.

Preheat and Heat Treatment

Calculating Preheat Temperature

CSA W59 (clause 5.6) provides minimum preheat requirements based on thickness and CE. A simplified method:

T°C = 350 × (CE − 0.25)

Where CE is the carbon equivalent calculated previously.

Example: CE = 0.423%.

T = 350 × (0.423 − 0.25) = 350 × 0.173 = 60.5 °C → round up to 65 °C

Verifying Temperature

The preheat temperature must be verified using:

Temperature stick — colour change.
Infrared pyrometer — non-contact measurement.
Thermocouple — contact measurement.

The temperature must be measured at a distance of 75 mm from the joint (on the side opposite the heat source) before welding begins.

Post-Weld Heat Treatment (PWHT)

PWHT is required for:

Steels with CE > 0.50% and thickness > 20 mm.
Pressure vessels according to ASME Section VIII.
Piping according to ASME B31.3 (under certain conditions).

Typical PWHT temperatures for carbon steels: 600–650 °C for 1 hour per 25 mm of thickness (minimum 1 hour).


Shielding Gases and Flow Rates

Gas Selection by Process

ProcessGasFlow Rate (L/min)Applications
GMAW (steel)Ar/CO₂ 75/2515–20All-position welding
GMAW (steel)Pure CO₂18–25Flat, horizontal fillet, economical
GMAW (aluminum)Pure argon18–25All positions
FCAW (gas-shielded)CO₂ or Ar/CO₂18–25High productivity
GTAW (steel)Pure argon10–15Precision welding
GTAW (aluminum)Pure argon12–18AC

Effects of Incorrect Flow Rate

Flow rate too low: porosity, lack of penetration, weld pool contamination.
Flow rate too high: turbulence, air entrainment, porosity, excessive cooling.

Rule of thumb: The flow rate should be adjusted based on the welding current. For GMAW, an approximate formula: Flow rate (L/min) = Current (A) / 10 — for a 150 A current, flow rate = 15 L/min.


Storage and Handling of Consumables

Storage Requirements per CSA W48

ConsumableStorage TemperatureRelative HumidityMaximum Time Out of Oven
Low-H electrodes (E7018)120–150 °C (oven)< 60%4 hours
Cellulosic electrodes (E6010)10–40 °C (dry)< 60%8 hours
Flux-cored wires (FCAW)10–40 °C (dry)< 60%N/A (packaging)
Solid wires (GMAW)10–40 °C (dry)< 60%N/A (packaging)

Handling Rules

138.Never use damp or damaged electrodes.
139.Always reseal wire containers after use.
140.Check the expiry date of consumables.
141.Use clean gloves when handling low-hydrogen electrodes (avoid contamination from skin oils).

Common Pitfalls to Avoid

144.Confusing E6010 and E7018: E6010 is cellulosic (deep penetration, root pass), E7018 is basic low-hydrogen (structural). They are not interchangeable.
145.Forgetting re-baking: An E7018 electrode left in the air for more than 4 hours must be re-baked. Don't throw it away, but don't use it as-is.
146.Calculating CE with the wrong units: Percentages are in % (not decimal fractions). C = 0.20% means 0.20, not 0.002.
147.Confusing total angle and bevel angle: a 60° bevel means 30° on each side. The total angle is 60°.
148.Neglecting surface cleaning: CSA W59 requires a minimum of 25 mm of cleaning. A dirty joint is a major cause of porosity.
149.Using a carbon steel brush on stainless steel: cross-contamination, future corrosion.
150.Ignoring preheat for high-CE steels: risk of cold cracking (hydrogen).
151.Incorrect gas flow rate: too low = porosity, too high = turbulence. Always check with a flow meter.
152.Confusing tungsten colours: green = pure (AC aluminum), red = thoriated (DC steel). A red electrode used on AC will be destroyed quickly.
153.Forgetting tack welds: tack welds must be ground at the ends to avoid root fusion defects.

Summary

Metal identification: know CSA G40.21 designations (260W, 300W, 350W, 400W) and ASTM (A36, A572, A516). The spark test is a quick identification method.
Carbon equivalent (CE) : formula CE = C + (Mn/6) + (Cr + Mo + V)/5 + (Ni + Cu)/15. CE < 0.40% = weldable without preheat.
Consumables: complete decoding of AWS/CSA classifications (E7018, E71T-1, ER70S-6). Store low-H electrodes at 120–150 °C, use within 4 hours.
Joint preparation: angles, gaps, root faces. Calculation of deposited metal volume: V = (b × t) + (t² × tan(α/2)).
Preheat: T°C = 350 × (CE − 0.25). Verify at 75 mm from the joint.
Shielding gases: Ar/CO₂ 75/25 for GMAW steel (15–20 L/min), pure argon for GTAW (10–15 L/min).
Canadian standards: CSA W59 (structures), CSA W48 (consumables), CSA Z662 (pipelines), ASME B31.3 (piping).

Final exam tip: Questions in this module are often case studies — you are given an application (e.g., 8 mm pipe, 350W steel, vertical position welding) and asked to choose the consumable, preparation, and parameters. Practice decoding classifications and calculating CE quickly. Master the storage tables and preheat temperatures — these are frequent short-answer questions.

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