No. 7.1.1
Soldering Basics
OUTLINE
This procedure covers the basic concepts for high quality soldering.
SOLDERING PROCESS
Soldering is the process of joining two metals by the use of a solder alloy, and
it is one of the oldest known joining techniques. Faulty solder joints remain
one of the major causes of equipment failure and thus the importance of high
standards of workmanship in soldering cannot be overemphasized.
The following material covers basic soldering procedures and has been
designed to provide the fundamental knowledge needed to complete the majority of
high reliability hand soldering and component removal operations.
PROPERTIES OF SOLDER
Solder used for electronics is a metal alloy, made by combining tin and lead in
different proportions. You can usually find these proportions marked on the
various types of solder available.
With most tin/lead solder combinations, melting does not take place all at
once. Fifty-fifty solder begins to melt at 183°C (361°F), but it's not fully
melted until the temperature reaches 216°C (420°F). Between these two
temperatures, the solder exists in a plastic or semi-liquid state.
The plastic range of a solder varies, depending upon the ratio of tin to
lead. With 60/40 solder, the range is much smaller than it is for 50/50 solder.
The 63/37 ratio, known as eutectic solder has practically no plastic range, and
melts almost instantly at 183°C (361°F).
The solders most commonly used for hand soldering in electronics are the
60/40 type and the 63/37 type. Due to the plastic range of the 60/40 type, you
need to be careful not to move any elements of the joint during the cool down
period. Movement may cause what is known as disturbed joint. A disturbed joint
has a rough, irregular appearance and looks dull instead of bright and shiny. A
disturbed solder joint may be unreliable and may require rework.
WETTING ACTION
When the hot solder comes in contact with a copper surface, a metal solvent
action takes place. The solder dissolves and penetrates the copper surface. The
molecules of solder and copper blend to form a new alloy, one that's part copper
and part solder. This solvent action is called wetting and forms the
intermetallic bond between the parts. (See Fig. 1). Wetting can only occur if
the surface of the copper is free of contamination and from the oxide film that
forms when the metal is exposed to air. Also, the solder and work surface need
to have reached the proper temperature.
Although the surfaces to be soldered may look clean, there is always a thin
film of oxide covering it. For a good solder bond, surface oxides must be
removed during the soldering process using flux.
FLUX
Reliable solder connections can only be accomplished with truly cleaned
surfaces. Solvents can be used to clean the surfaces prior to soldering but are
insufficient due to the extremely rapid rate at which oxides form on the surface
of heated metals. To overcome this oxide film, it becomes necessary in
electronic soldering to use materials called fluxes. Fluxes consist of natural
or synthetic rosins and sometimes chemical additives called activators.
It is the function of the flux to remove oxides and keep them removed during
the soldering operation. This is accomplished by the flux action which is very
corrosive at solder melt temperatures and accounts for flux's ability to rapidly
remove metal oxides. In its unheated state, however, rosin flux is non-corrosive
and non-conductive and thus will not affect the circuitry. It is the fluxing
action of removing oxides and carrying them away, as well as preventing the
reformation of new oxides that allows the solder to form the desired
intermetallic bond.
Flux must melt at a temperature lower than solder so that it can do its job
prior to the soldering action. It will volatilize very rapidly; thus it is
mandatory that flux be melted to flow onto the work surface and not be simply
volatilized by the hot iron tip to provide the full benefit of the fluxing
action. There are varieties of fluxes available for many purposes and
applications. The most common types include: Rosin - No Clean, Rosin - Mildly
Activated and Water Soluble.
When used, liquid flux should be applied in a thin, even coat to those
surfaces being joined and prior to the application of heat. Cored wire solder
and solder paste should be placed in such a position that the flux can flow and
cover the joints as the solder melts. Flux should be applied so that no damage
will occur to the surrounding parts and materials.
SOLDERING IRONS
Soldering irons come in a variety of sizes and shapes. A continuously tinned
surface must be maintained on the soldering iron tip's working surface to ensure
proper heat transfer and to avoid transfer of impurities to the solder
connection.
Before using the soldering iron the tip should be cleaned by wiping it on a
wet sponge. When not in use the iron should be kept in a holder, with its tip
clean and coated with a small amount of solder
NOTE
Although tip temperature is not the key element in soldering you should always
start at the lowest temperature possible. A good rule of thumb is to set the
soldering iron tip temperature at 260°C (500°F) and increase the temperature
as needed to obtain the desired result.
CONTROLLING HEAT
Controlling soldering iron tip temperature is not the key element in soldering.
The key element is controlling the heat cycle of the work. How fast the work
gets hot, how hot it gets, and how long it stays hot is the element to control
for reliable solder connections.
THERMAL MASS
The first factor that needs to be considered when soldering is the relative
thermal mass of the joint to be soldered. This mass may vary over a wide range.
Each joint, has its own particular thermal mass, and how this combined mass
compares with the mass of the iron tip determines the time and temperature rise
of the work.
SURFACE CONDITION
A second factor of importance when soldering is the surface condition. If there
are any oxides or other contaminants covering the pads or leads, there will be a
barrier to the flow of heat. Even though the iron tip is the right size and
temperature, it may not be able to supply enough heat to the joint to melt the
solder.
THERMAL LINKAGE
A third factor to consider is thermal linkage. This is the area of contact
between the iron tip and the work.
Figure 2 shows a view of a soldering iron tip soldering a component lead.
Heat is transferred through the small contact area between the soldering iron
tip and pad. The thermal linkage area is small.
Figure 3 also shows a view of a soldering iron tip soldering a component
lead. In this case, the contact area is greatly increased by having a small
amount of solder at the point of contact. The tip is also in contact with both
the pad and component further improving the thermal linkage. This solder bridge
provides thermal linkage and assures the rapid transfer of heat into the work.
APPLYING SOLDER
In general, the soldering iron tip should be applied to the maximum mass point
of the joint. This will permit the rapid thermal elevation of the parts to be
soldered. Molten solder always flows from the cooler area toward the hotter one.
Before solder is applied; the surface temperature of the parts being soldered
must be elevated above the solder melting point. Never melt the solder against
the iron tip and allow it to flow onto a surface cooler than the solder melting
temperature. Solder applied to a cleaned, fluxed and properly heated surface
will melt and flow without direct contact with the heat source and provide a
smooth, even surface, filleting out to a thin edge. Improper soldering will
exhibit a built-up, irregular appearance and poor filleting. For good solder
joint strength, parts being soldered must be held in place until the solder
solidifies.
If possible apply the solder to the upper portion of the joint so that the
work surfaces and not the iron will melt the solder, and so that gravity will
aid the solder flow. Selecting cored solder of the proper diameter will aid in
controlling the amount of solder being applied to the joint. Use a small gauge
for a small joint, and a large gauge for a large joint.
POST SOLDER CLEANING
When cleaning is required, flux residue should be removed as soon as possible,
but no later than one hour after soldering. Some fluxes may require more
immediate action to facilitate adequate removal. Mechanical means such as
agitation, spraying, brushing, and other methods of applications may be used in
conjunction with the cleaning solution.
The cleaning solvents, solutions and methods used should not have affected
the parts, connections, and materials being cleaned. After cleaning, boards
should be adequately dried.
RESOLDERING
Care should be taken to avoid the need for resoldering. When resoldering is
required, quality standards for the resoldered connection should be the same as
for the original connection.
A cold or disturbed solder joint will usually require only reheating and
reflowing of the solder with the addition of suitable flux. If reheating does
not correct the condition, the solder should be removed and the joint
resoldered.
WORKMANSHIP
Solder joints should have a smooth appearance. A satin luster is permissible.
The joints should be free from scratches, sharp edges, grittiness, looseness,
blistering, or other evidence of poor workmanship. Probe marks from test pins
are acceptable providing that they do not affect the integrity of the solder
joint.
An acceptable solder connection should indicate evidence of wetting and
adherence when the solder blends to the soldered surface. The solder should form
a small contact angle; this indicates the presence of a metallurgical bond and
metallic continuity from solder to surface. (See Figure 4).
Smooth clean voids or unevenness on the surface of the solder fillet or
coating are acceptable. A smooth transition from pad to component lead should be
evident.
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