1 Introduction

The Varestraint test, proposed by Savage in 1965 [1], has been used for evaluating the susceptibility of weld hot cracking. Since then, many researchers have reported the evaluation result of weld hot cracking susceptibility using the Varestraint test [2,3,4,5,6,7,8,9]. Several approaches in the Varestraint test have been reported for evaluating the type of crack. In this test, a hot crack occurring around the weld pool was evaluated, and the number of cracks, total crack length, and maximum crack length were used as an evaluation index after the test. Various materials, such as stainless steel, nickel-based alloys, aluminum alloys, and carbon steel, have been evaluated by means of their indices. Similarly, hot cracking susceptibility can be approximated using their indices. However, the relationship between hot cracking susceptibility and the evaluation indices has not always been explained coherently. Additionally, the relationship between the loaded strain in the Varestraint test and hot cracking susceptibility has not been discussed.

The loaded strain in the Varestraint test is calculated using the curvature radius of a bending block and the thickness of the specimen. Strain is generally defined as t/(2R + t) or t/2R [1]. This expression is derived based on the mechanics of the material as a bending problem at room temperature. Therefore, it is a very convenient index to reflect the crack length and number of cracks easily. However, the use of strain to understand the hot cracking phenomenon might be challenging because strain is calculated as a physical property of the material at room temperature. In practice, bending strain is loaded instantaneously after welding, i.e., bending is performed for the weld metal just below the melting temperature with inhomogeneous temperature distribution. Hence, the loaded strain in the weld metal in the Varestraint test does not obey t/(2R + t) and t/2R. Additionally, it might indicate a state of inhomogeneous strain distribution as well as that of the temperature. Therefore, it is necessary to analyze the inhomogeneous state around the weld pool to understand the Varestraint test appropriately and reveal the hot cracking phenomenon.

The aim of this study is to experimentally and analytically reveal the loaded strain in the Trans-Varestraint test corresponding to the inhomogeneous temperature distribution. In this study, in-situ observation was used to clarify the strain applied to the weld metal. There are few examples of quantitative measurements using in-situ observations of the strain related to hot cracking. The following is a summary of studies that applied in-situ observations. In 1983, Matsuda reported the result of the strain measurement by means of in-situ observation method for the tensile hot cracking test [10]. Wen and Shinozaki [11] and Kadoi [12] also reported an evaluation result of the strain measurement using an in-situ observation for the U-type hot cracking test. Although many researchers evaluated the hot cracking susceptibilities of various materials, few studies have measured the loaded strain experienced during the Trans-Varestraint test. In 2018, Abe [13] reported a measurement of this strain around the solidification crack using the Trans-Varestraint test. As the measured strain was in good agreement with the convention, there was no clear distinction between the crack occurrence and extension, and the measured minimum strain was the same as that of the conventional strain. However, it was mentioned that excessive strain may have been applied to the weld metal owing to the kink of the specimen [14, 15], some questions remain to be answered regarding the arrangement and interpretation of the study. Therefore, an in-situ observation of the Trans-Varestraint test was performed to explain the relationship between the loaded strain and conventional strain. The loaded strain was estimated using a strain analysis based on the in-situ movie. Moreover, a simulation of the Trans-Varestraint test using the finite-element method (FEM) was conducted to understand the effect of inhomogeneous temperature distribution and to validate the experimental strain. Okano et al. [16,17,18] proposed that the welding distortion behavior can be predicted accurately by arc physics-based heat source modeling [19, 20]. In this study, the strain at the weld metal was calculated using arc physics-based heat source modeling. The strains, experimentally obtained by the Trans-Varestraint test and analytically estimated using FEM, were compared quantitatively to confirm the correlation and for validation. Then, the correction coefficient to transform t/(2R + t) to the loaded strain was determined.

2 Experimental methods

2.1 Materials

The selection of the material is crucial in this study because it is unreasonable to recreate the grain boundary detachment of solid and liquid coexistence regions, such as that in hot cracking. FEM analysis was employed for a continuum model. Therefore, it is desirable to avoid hot cracking on the material surface when measuring the strain via in-situ observation during the Trans-Varestraint test. According to a previous study [7,8,9, 13] on hot cracking, solidification cracking occurs between the solidification starting temperature and solidification completion temperature. In other words, solidification cracking is less likely to occur in the case of a small solid-liquid coexistence temperature range. Therefore, 99.99% pure iron was used as the test material in this study because it is not susceptible to solidification cracking. The specimen was 5 mm thick, 50 mm wide, and 100 mm long.

2.2 Trans-Varestraint test

Figure 1 shows a schematic of the Trans-Varestraint test. The specimen was fixed between the yoke and bending block, as shown in Fig. 1, and welded to the clamp on the bending block to prevent misalignment of the specimen when the yoke was dropped. Gas tungsten arc (GTA) welding was used on the specimen starting from 5 mm from the edge and stopped when the trailing edge of the weld pool reached the center of the specimen. The bending strain was experienced by the weld metal along the welding direction by the yoke falling just after the extinction of the arc. As reported by Savage et al. [1], the Varestraint test is performed by continuing welding even when the yoke is falling. According to AWS B4.0:2007 and ISO 17641-3:2005(E), it is suggested to continue welding while the yoke is falling. However, if such a method is adopted, the determination of the melting boundary when the yoke is dropped becomes unclear, and the measured crack length is inaccurate after the test [21]. Therefore, in this study, the method of dropping the yoke just after the extinction of the arc was adopted, as described by some researchers [7,8,9, 13].

Fig. 1
figure 1

Schematic of the Trans-Varestraint test

The welding conditions are listed in Table 1. A welding speed of 1.67 mm/s and an arc current of 150 A created a half-penetration bead for the given specimen thickness. The Trans-Varestraint test conditions are shown in Table 2. The bending speed, which indicates the yoke falling speed, was measured using a high-speed camera. The temperature distribution might change if the falling speed is slow. Therefore, this might change the crack length when the yoke is falling. To avoid this, the falling speed should be as fast as possible. Fortunately, the falling speed of the equipment used in this study was faster than that of the equipment generally used. Additionally, it is not easily affected by a change in temperature distribution when the yoke is dropped. In general, the yoke drop speed was set at 150 to 250 mm/s for a welding speed of 1.69 to 2.54 mm/s [22], and the yoke falling speed in this study was much faster than that. Because a faster yoke falling speed does not affect the temperature change, it does not significantly affect the test results. However, it is presumed that sufficient care must be taken when handling the crack length caused by temperature changes if the falling speed is slow.

Table 1 Welding conditions
Table 2 Trans-Varestraint test conditions

The strain, as shown in Table 2, was calculated using t/(2R + t). This strain, based on the mechanics of the material, is referred to as nominal strain. In this study, the Trans-Varestraint test for pure iron was conducted at nominal strains of 0.8, 1.6, 2.4, and 3.4%.

2.3 In-situ observation

In-situ observation was used for the Trans-Varestraint test, as shown in Fig. 2. The bending behavior around the weld pool in the Trans-Varestraint test was recorded by a high-speed camera from behind the welding direction. Figure 3 shows an image from the in-situ observation movies at a low magnification. The broken line in Fig. 3 indicates the solid-liquid interface between the weld pool and weld metal. The loaded strain was measured in the observation area (Fig. 3), which includes the weld pool and the center of the weld metal, at a high magnification.

Fig. 2
figure 2

Experimental setup image of the in-situ observation for the Trans-Varestraint test

Fig. 3
figure 3

Image captured by the high-speed camera and laser light

The shooting conditions of the in-situ observation process are listed in Table 3. The bending speed was remarkably high, as shown in Table 2. According to the speed and stroke listed in Table 2, the bending time was expected to be between approximately 2.8 × 10−3 and 9.7 × 10−3 s. These values are considerably larger than those obtained in other tests. Therefore, the frame rate and exposure were set to be 3500 fps and 3 μs, respectively, to obtain a clear image. As shown in Fig. 3, the strain perpendicular to the welding direction was measured because the distance along the welding direction was distorted in this observation procedure.

Table 3 Shooting conditions

3 FEM analysis of the Trans-Varestraint test

A thermal elastic-plastic analysis using FEM was performed to replicate the Trans-Varestraint test using pure iron and to evaluate the loaded strain on the trailing edge of the weld metal quantitatively. According to Okano [19, 20], a more accurate numerical simulation of the weld residual stress and distortion can be achieved by considering the accurate temperature distribution by the heat source modeling based on weld arc physics. Therefore, the simulation, configured as a thermal elastic-plastic analysis with heat source modeling based on weld arc physics, was used to obtain the accurate strain behavior of the weld metal in this study.

Figure 4 shows a schematic model of the Trans-Varestraint test used in this study. The specimen and bending block had the same size and shape as that used in the experiment. In practice, the bending strain on the weld metal was caused by the falling of the yoke. Therefore, the state of bending was simulated by moving the bending block upwards at the state of fixing the yoke and specimen in the simulation. After welding, the shape of the bending radius, bending speed, and bending timing were precisely coordinated with that of the experiment. The bending block was assumed to be a rigid body and the material properties of pure iron were used for the specimen, as shown in Fig. 5.

Fig. 4
figure 4

Trans-Varestraint test model used in the FEM analysis

Fig. 5
figure 5

Material constants as functions of temperature

The bending deformation of the Trans-Varestraint test was simulated using the thermal elastic-plastic analysis. The mechanical properties of pure iron were obtained from the study conducted by Takeda [23]. A material model that considers the temperature dependence was used to simulate the bending deformation accurately. The temperature-dependent properties of Young's modulus, yield stress, Poisson's ratio, and thermal expansion coefficient were considered in the welding thermal elastic-plastic analysis. A plasticity model, which met the von Mises yield criterion and the isotropic hardening rule, was applied to the simulation, and the stress-strain curve was used for the flow stress. The minimum mesh size at the center of the specimen was set to 0.5 mm for consistency with the experimental measurement procedure. The gage length for the loaded strain measurement in the experiment is described below. The z-axis representing the thickness of the specimen was segmented at intervals of 0.25 mm. The initial temperature of the model was 20 °C, whereas the thermal radiation was 0.4 in accordance with the Stefan-Boltzmann law of radiation. The heat transfer to air was considered as the boundary condition in this analysis. Further details on the simulation have been reported in references [17,18,19].

4 Experimental results

4.1 Influence of gage length on image analysis

It is considered that the strain changes in accordance with the gauge length because the strain was measured at the inhomogeneous temperature distribution and mixing solid and liquid. In this section, the influence of gage length is discussed. The result of the in-situ observation around the weld pool at the nominal strain of 3.4% is shown in Fig. 6. The images recorded just before the bending to bending completion are shown in Fig. 6. The broken line indicates the solid-liquid interface, whereas the crisscross marks on the trailing edge of the weld pool are reference points for strain measurement. Figure 6 shows that the visage on the weld metal and shape of the solid-liquid interface changed considerably. After the Trans-Varestraint test, the same area, as in the in-situ observation, was observed to confirm hot cracking. However, hot cracking did not occur there because the temperature range between TL and TS did not exist theoretically. Thus, the strain at the weld metal of pure iron obtained experimentally was assumed to be the strain experienced by the continuous body. In addition, the state of the specimen after the Trans-Varestraint test was not bent along the curvature radius of the bending block, and the kink of the specimen was observed.

Fig. 6
figure 6

In-situ observation around the weld pool during bending at a nominal strain of 3.4%

The influence of gage length, which was evaluated by changing the gage length from 0.2 to 3.0 mm at a nominal strain of 3.4%, is shown in Fig. 7. The measured strain increased with the decrease in gage length. Additionally, the minimum strain, which was obtained at a value over 1.0 mm, exceeded the nominal strain of 3.4% by at least five times that of the nominal strain. In the Trans-Varestraint test, hot cracking occurs at the grain boundary between the two grains. Therefore, the gage length should be smaller than or equal to the two-grain width to explain the local strain corresponding to the hot cracking behavior. The grain width was approximately 0.3 to 0.5 mm considering type 310S stainless steel as an example. A resolution problem existed in the in-situ observation. However, it is unreasonable to simulate the tailored FEM analysis for a mesh size similar to the gage length. Thus, the gage length in this study was determined to be 0.5 mm, and the image analysis was performed with this gage length, as described in the following section.

Fig. 7
figure 7

Relationship between the gage length and measured strain at the center of the weld bead

4.2 Measured strain on the weld metal

Figure 8 shows the variation in the measured strain with time at the center of the weld bead at each nominal strain. The bending time increased with the increase in nominal strain because the strain controlled the stroke of the yoke at the same bending speed, as listed in the Table 2. The measured strain at the completion of the bending increased with the nominal strain. Notably, the measured strain at the nominal strain of 0.8% exceeded the nominal strain of 3.4%. Additionally, the bending behavior in the Trans-Varestraint test was extremely rapid compared to the solidification cracking in the U-type hot cracking test [24], as the maximum bending time at a nominal strain of 3.4% was only 0.012 s.

Fig. 8
figure 8

Time history of measured strain on the weld metal (pure iron)

The relationship between the measured strain and nominal strain is presented in Fig. 9, which shows that the measured strain was considerably higher than the nominal strain. The measured strain exhibits good linearity with respect to the nominal strain. Therefore, it is expressed by Eq. (1).

$$ {\varepsilon}_{measured}=7.2\cdotp {\varepsilon}_{nominal} $$
(1)
Fig. 9
figure 9

Relationship between measured stain and nominal strain of pure iron

It can be presumed that the loaded strain on the weld metal, which is approximately seven times the nominal strain, is loaded at a gage length of 0.5 mm. The main cause of the increase in strain can be attributed to temperature distribution during and after welding in the Varestraint test. Thus, the FEM analysis based on accurate temperature distribution was performed to confirm the effect of temperature on strain around the weld pool, as described in the next section.

5 Simulated strain in the Trans-Varestraint test

The temperature and strain distributions calculated by the thermal elastic-plastic analysis with heat source modeling based on weld arc physics are shown in Fig. 10. The temperature distribution under GTA welding conditions before bending is shown in the top left panel of Fig. 10, whereas the bottom left panel shows the strain distribution at that time. According to the state of strain distribution before bending, the compressive strain seemed to be loaded around the weld pool because it was constrained from the surroundings by thermal expansion. The strain distribution changes in accordance with the nominal strain. Thus, the analysis results indicated that the bending of the specimen occurred around the weld line and did not follow the curvature of the bending block. This type of kink was also observed in the experimental results. As shown in Fig. 1, the specimen was subjected to bending with a yoke and bending block, fixing the entire width of the specimen. If the temperature distribution owing to welding existed even partially, the stiffness of the entire specimen width would be lower than that of other regions. Bending occurred mainly in the low stiffness region. Therefore, the strain on the weld line increased entirely with the nominal strain. In particular, the strain distribution around the weld pool and trailing edge of the weld, such as the region with a relatively high temperature, changed remarkably. Thus, the change in strain might depend on the existing high-temperature part with characteristics, such as low stiffness.

Fig. 10
figure 10

Temperature distribution before bending and the corresponding strain distribution

The calculated strain at the center of weld metal near the weld pool at different nominal strain in the simulation is shown in Fig. 11. It can be observed that the calculated strain increased with the increase in nominal strain. The calculated strain was compared to the measured strain in Fig. 12. The calculated strain is in good agreement with the measured strain. In other words, the simulation results indicated that the strain on the weld metal became seven times the nominal strain. For verification, the strain at a room temperature of 20 °C was calculated (Fig. 13). The strain at the center of the weld bead was 3.4% without welding when the nominal strain was 3.4%, and the specimen without the temperature distribution bends in the shape of the bending block radius. According to these results, the amplification of the strain on the weld metal shows that it depends on the temperature distribution imposed by the welding. Moreover, this proves that the loaded strain at a gage length of 0.5 mm is approximately seven times the nominal strain. These data also indicated that the kink in the specimen was caused by the bending around the weld line, which became less rigid owing to the presence of a non-uniform temperature distribution; therefore, the strain exceeding the nominal strain was applied to the weld metal.

Fig. 11
figure 11

Relationship between the calculated stain and nominal strain of pure iron

Fig. 12
figure 12

Correlation between the measured and calculated strains

Fig. 13
figure 13

Strain distribution at room temperature

6 Consideration for the loaded strain in the Trans-Varestraint test

The Trans-Varestraint test can be used to evaluate the hot cracking susceptibility using the maximum crack length at each nominal strain. Subsequently, the temperature range, such as BTR (Solidification brittle temperature range), in the case of solidification crack was obtained by converting the crack length by using the temperature profile. BTR is determined by the saturation value of the crack length obtained by the primary arrangement of the crack length using the nominal strain. Based on the results obtained in this study that the measured strain increased with an increase in nominal strain, the use of nominal strain for the primary arrangement was considered to be effective. On the other hand, the curve obtained in the process of confirming the BTR is defined as the hot ductility curve of solidification cracking with temperature on the horizontal axis and ductility on the vertical axis. Hot cracking occurs when the ductility curve and thermal strain of the weld bead intersect [25]. It is important that the curve defines the criterion of solidification cracking occurrence, i.e., the clarification of ductility on the vertical axis expressed by the strain in the Trans-Varestraint test is important to explain the characteristics of solidification cracking susceptibility.

In this regard, the in-situ observation and simulation show that the cracking in the Trans-Varestraint test might have occurred under a considerably higher strain than the nominal strain, which is expressed by the specimen thickness and bending radius. In other words, the existing ductility curve [26, 27] will rise according to Eq. (1). Equation (1) was derived at a gage length of 0.5 mm. Its amplification at a gage length of 3.0 mm is at least 5 times, as shown in Fig. 7. This results in the increase in the augmented strain of the ductility curve. In particular, εmin, one of the evaluation indices of the Trans-Varestraint test, increases in accordance with Eq. (1). The cause for the increase in strain is the temperature distribution during welding. When a high-temperature softened region exists at the center of the bending region in the Trans-Varestraint test, the bending does not follow the bending block radius and instead concentrates on the weld metal in the bending center consequently. This was inferred to be responsible for producing the kink of the specimen. However, these results were obtained based on the continuous body (e.g., pure material and FEM analysis). In other words, the nominal strain obtained using t/2R or t/(2R + t) is effective for the primary arrangement as the global strain applied to the entire specimen. Meanwhile, the bending in the actual Varestraint test with welding occurs along the weld part. This results in strain concentration. Thus, the use of nominal strain is not suitable for the essential discussion of hot ductility.

Notably, the strains evaluated in this study were the results obtained with pure iron, and the initiation strain of crack occurrence was not evaluated. The application of this result should be carefully considered when evaluating practical materials, such as carbon steel, stainless steel, Ni-based alloys, and aluminum alloys. Further analyzes of practical materials should be conducted to better understand the hot cracking phenomenon and Varestraint test, particularly to obtain the critical strain of solidification cracking in the Varestraint test.

7 Conclusions

In-situ observations were conducted for the Trans-Varestraint test to obtain the loaded strain on the weld metal. Additionally, FEM analysis was performed based on the thermal elastic-plastic model with heat source modeling based on weld arc physics. The results obtained by these analyzes are summarized below.

  1. (1)

    The strain measured at gage lengths of approximately 0.2–3.0 mm exceeded the nominal strain.

  2. (2)

    At a gage length of 0.5 mm, the measured strain was estimated to be seven times the nominal strain.

  3. (3)

    The FEM analysis considering the accurate temperature distribution indicated the same increment rate as that of the measured strain.

  4. (4)

    According to the experimental and simulation results, the loaded strain in the Trans-Varestraint test was seven times the nominal strain at the gage length of 0.5 mm. Even if the gage length was 3.0 mm, the strain was at least five times larger.