This
written guide will help beginners and novices to obtain effective
results when soldering electronic components. If you have little or
no experience of using a soldering iron, then EPE recommends that
you practice your soldering technique on some fresh surplus
components and clean stripboard (protoboard), before experimenting
with a proper constructional project. This will help you to avoid
the risk of disappointment when you start to assemble your first
prototypes. If you've never soldered before, then read on!
Everyday Practical Electronics magazine contains the widest variety
of interesting projects and information for beginners, trainees,
hobbyists and professionals in electronics. This Basic Soldering
Guide was condensed from our fully-illustrated series Build Your
Own Projects, written by Alan Winstanley and published in Everyday
Practical Electronics magazine, from November 1996 to March 1997.
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Soldering irons
Topics in this section include:
Voltage
Wattage
Temperature Control
Soldering Stations
Anti Static Protection
Bits (Tips)
Spare Parts
Gas-Powered irons
The most fundamental skill needed to assemble any electronic
project is that of soldering. It takes some practice to make the
perfect joint, but, like riding a bicycle, once learned is never
forgotten! The idea is simple: to join electrical parts together to
form an electrical connection, using a molten mixture of lead and
tin (solder) with a soldering iron. A large range of soldering
irons is available - which one is suitable for you depends on your
budget and how serious your interest in electronics is.
Electronics catalogues often include a selection of well-known
brands of soldering iron. Excellent British-made ones include the
universally popular Antex, Adcola and Litesold makes. Other popular
brands include those made by Weller and Ungar. A very basic mains
electric soldering iron can cost from under £5 (US$ 8), but expect
a reasonable model to be approximately £10-£12 (US$ 16 - 20) -
though it's possible to spend into three figures on a soldering
iron "station" if you're really serious! Check some suppliers'
catalogues for some typical types. Certain factors you need to bear
in mind include:-
Voltage:
most irons run from the mains at 240V. However, low voltage types
(e.g. 12V or 24V) generally form part of a "soldering station" and
are designed to be used with a special controller made by the same
manufacturer.
Wattage:
Typically, they may have a power rating of between 15-25 watts or
so, which is fine for most work. A higher wattage does not mean
that the iron runs hotter - it simply means that there is more
power in reserve for coping with larger joints. This also depends
partly on the design of the "bit" (the tip of the iron). Consider a
higher wattage iron simply as being more "unstoppable" when it
comes to heavier-duty work, because it won't cool down so
quickly.
Temperature
Control:
the simplest and cheapest types don't have any form of temperature
regulation. Simply plug them in and switch them on! Thermal
regulation is "designed in" (by physics, not electronics!): they
may be described as "thermally balanced" so that they have some
degree of temperature "matching" but their output will otherwise
not be controlled. Unregulated irons form an ideal general purpose
iron for most users, and they generally cope well with printed
circuit board soldering and general interwiring. Most of these
"miniature" types of iron will be of little use when attempting to
solder large joints (e.g. very large terminals or very thick wires)
because the component being soldered will "sink" heat away from the
tip of the iron, cooling it down too much. (This is where a higher
wattage comes in useful.)
A proper temperature-controlled iron will be quite a lot more
expensive - retailing at say £40 (US$ 60) or more - and will have
some form of built-in thermostatic control, to ensure that the
temperature of the bit (the tip of the iron) is maintained at a
fixed level (within limits). This is desirable especially during
more frequent use, since it helps to ensure that the temperature
does not "overshoot" in between times, and also guarantees that the
output will be relatively stable. Some irons have a bimetallic
strip thermostat built into the handle which gives an audible
"click" in use: other types use all-electronic controllers, and
some may be adjustable using a screwdriver.
Yet more expensive still, soldering stations cost from £70 (US$
115) upwards (the iron may be sold separately, so you can pick the
type you prefer), and consist of a complete bench-top control unit
into which a special low-voltage soldering iron is plugged. Some
versions might have a built-in digital temperature readout, and
will have a control knob to enable you to vary the setting. The
temperature could be boosted for soldering larger joints, for
example, or for using higher melting-point solders (e.g. silver
solder). These are designed for the most discerning users, or for
continuous production line/ professional use. The best stations
have irons which are well balanced, with comfort-grip handles which
remain cool all day. A thermocouple will be built into the tip or
shaft, which monitors temperature.
Anti-static protection: if you're interested in soldering a lot of
static-sensitive parts (e.g. CMOS chips or MOSFET transistors),
more advanced and expensive soldering iron stations use
static-dissipative materials in their construction to ensure that
static does not build up on the iron itself. You may see these
listed as "ESD safe" (electrostatic discharge proof). The cheapest
irons won't necessarily be ESD-safe but never the less will still
probably perform perfectly well in most hobby or educational
applications, if you take the usual anti-static precautions when
handling the components. The tip would need to be well earthed
(grounded) in these circumstances.
Bits:
it's useful to have a small selection of manufacturer's bits
(soldering iron tips) available with different diameters or shapes,
which can be changed depending on the type of work in hand. You'll
probably find that you become accustomed to, and work best with, a
particular shape of tip. Often, tips are iron-coated to preserve
their life, or they may be bright-plated instead. Copper tips are
seldom seen these days.
Spare
parts:
it's nice to know that spare parts may be available, so if the
element blows, you don't need to replace the entire iron. This is
especially so with expensive irons. Check through some of the
larger mail-order catalogues.
You will occasionally see gas-powered soldering irons which use
butane rather than the mains electrical supply to operate. They
have a catalytic element which, once warmed up, continues to glow
hot when gas passes over them. Service engineers use them for
working on repairs where there may be no power available, or where
a joint is tricky to reach with a normal iron, so they are really
for occasional "on the spot" use for quick repairs, rather than for
mainstream construction or assembly work. A solder gun is a
pistol-shaped iron, typically running at 100W or more, and is
completely unsuitable for soldering modern electronic components:
they're too hot, heavy and unwieldy for micro-electronics use.
Plumbing, maybe..!
Soldering irons are best used along with a heat-resistant
bench-type holder, so that the hot iron can be safely parked in
between use. Soldering stations already have this feature,
otherwise a separate soldering iron stand is essential, preferably
one with a holder for tip-cleaning sponges. Now let's look at how
to use soldering irons properly, and how to put things right when a
joint goes wrong.
Soldering Guide Photo Gallery
How to solder
Quick Summary Guide
Cleanliness of Components
Temperature
Time
Amount
Turning to the actual techniques of soldering, firstly it's best to
secure the work somehow so that it doesn't move during soldering
and affect your accuracy. In the case of a printed circuit board,
various holding frames are fairly popular especially with densely
populated boards: the idea is to insert all the parts on one side
("stuffing the board"), hold them in place with a special foam pad
to prevent them falling out, turn the board over and then snip off
the wires with cutters before making the joints. The frame saves an
awful lot of turning the board over and over, especially with large
boards. Other parts could be held firm in a modeller's small vice,
for example.
Solder joints may need to possess some degree of mechanical
strength in some cases, especially with wires soldered to, say,
potentiometer or switch tags, and this means that the wire should
be looped through the tag and secured before solder is applied. The
down side is that it is more difficult to de-solder the joint (see
later) and remove the wire afterwards, if required. Otherwise, in
the case of an ordinary circuit board, components' wires are bent
to fit through the board, inserted flush against the board's
surface, splayed outwards a little so that the part grips the
board, and then soldered.
In my view - opinions vary - it's generally better to snip the
surplus wires leads off first, to make the joint more accessible
and avoid applying a mechanical shock to the p.c.b. joint. However,
in the case of semiconductors, I often tend to leave the snipping
until after the joint has been made, since the excess wire will
help to sink away some of the heat from the semiconductor junction.
Integrated circuits can either be soldered directly into place if
you are confident enough, or better, use a dual-in-line socket to
prevent heat damage. The chip can then be swapped out if
needed.
Parts which become hot in operation (e.g. some resistors), are
raised above the board slightly to allow air to circulate. Some
components, especially large electrolytic capacitors, may require a
mounting clip to be screwed down to the board first, otherwise the
part may eventually break off due to vibration.
The perfectly soldered joint will be nice and shiny looking, and
will prove reliable in service. I would say that:
* cleanliness
* temperature
* time
* adequate solder coverage
are the key factors affecting the quality of the joint. A little
effort spent now in soldering the perfect joint may save you - or
somebody else - a considerable amount of time in troubleshooting a
defective joint in the future. The basic principles are as
follows.
Really Clean
Firstly, and without exception, all parts - including the iron tip
itself - must be clean and free from contamination. Solder just
will not "take" to dirty parts! Old components or copper board can
be notoriously difficult to solder, because of the layer of
oxidation which builds up on the surface of the leads. This repels
the molten solder and this will soon be evident because the solder
will "bead" into globules, going everywhere except where you need
it. Dirt is the enemy of a good quality soldered joint!
Hence, it is an absolute necessity to ensure that parts are free
from grease, oxidation and other contamination. In the case of old
resistors or capacitors, for example, where the leads have started
to oxidise, use a small hand-held file or perhaps scrape a knife
blade or rub a fine emery cloth over them to reveal fresh metal
underneath. Stripboard and copper printed circuit board will
generally oxidise after a few months, especially if it has been
fingerprinted, and the copper strips can be cleaned using an
abrasive rubber block, like an aggressive eraser, to reveal fresh
shiny copper underneath.
Also available is a fibre-glass filament brush, which is used
propelling-pencil-like to remove any surface contamination. These
tend to produce tiny particles which are highly irritating to skin,
so avoid accidental contact with any debris. Afterwards, a wipe
with a rag soaked in cleaning solvent will remove most grease marks
and fingerprints. After preparing the surfaces, avoid touching the
parts afterwards if at all possible.
Another side effect of having dirty surfaces is the tendency for
people to want to apply more heat in an attempt to "force the
solder to take". This will often do more harm than good because it
may not be possible to burn off any contaminants anyway, and the
component may be overheated. In the case of semiconductors,
temperature is quite critical and they may be harmed by applying
such excessive heat.
Before using the iron to make a joint, it should be "tinned"
(coated with solder) by applying a few millimetres of solder, then
wiped on a damp sponge preparing it for use: you should always do
this immediately with a new bit, anyway. Personally, I always
re-apply a very small amount of solder again, mainly to improve the
thermal contact between the iron and the joint, so that the solder
will flow more quickly and easily. It's sometimes better to tin
larger parts as well before making the joint itself, but it isn't
generally necessary with p.c.b. work. (All EPE printed circuit
boards are "roller-tinned" to preserve their quality and to help
with soldering.) A worthwhile product is Weller's Tip Tinner &
Cleaner, a small 15 gram tinlet of paste onto which you dab a hot
iron - the product cleans and tins the iron ready for use. An
equivalent is Adcola Tip-Save.
Normal electronics grade solder is usually 60% lead - 40% tin or
40/60, and it already contains cores of "flux" which helps the
molten solder to flow more easily over the joint. Flux removes
oxides which arise during heating, and is seen as a brown fluid
bubbling away on the joint. Acid fluxes (e.g. as used by plumbers)
should never be necessary in normal electronics applications. Other
solders are available for specialist work, including aluminium and
silver-solder. Different solder diameters are produced, too; 20-22
SWG (19-21 AWG) is 0.91-0.71mm diameter and is fine for most work.
Choose 18 SWG (16 AWG) for larger joints requiring more
solder.
Temperature
Another step to successful soldering is to ensure that the
temperature of all the parts is raised to roughly the same level
before applying solder. Imagine, for instance, trying to solder a
resistor into place on a printed circuit board: it's far better to
heat both the copper p.c.b. and the resistor lead at the same time
before applying solder, so that the solder will flow much more
readily over the joint. Heating one part but not the other is far
less satisfactory joint, so strive to ensure that the iron is in
contact with all the components first, before touching the solder
to it. The melting point of most solder is in the region of 188°C
(370°F) and the iron tip temperature is typically 330-350°C
(626°-662°F).
Now is the time
Next, the joint should be heated with the bit for just the right
amount of time - during which a short length of solder is applied
to the joint. Do not use the iron to carry molten solder over to
the joint! Excessive time will damage the component and perhaps the
circuit board copper foil too! Heat the joint with the tip of the
iron, then continue heating whilst applying solder, then remove the
iron and allow the joint to cool. This should take only a few
seconds, with experience. The heating period depends on the
temperature of your iron and size of the joint - and larger parts
need more heat than smaller ones - but some parts (semiconductor
diodes, transistors and i.c.s), are sensitive to heat and should
not be heated for more than a few seconds. Novices sometimes buy a
small clip-on heat-shunt, which resembles a pair of aluminium
tweezers. In the case of, say, a transistor, the shunt is attached
to one of the leads near to the transistor's body. Any excess heat
then diverts up the heat shunt instead of into the transistor
junction, thereby saving the device from over-heating. Beginners
find them reassuring until they've gained more experience.
Solder Coverage
The final key to a successful solder joint is to apply an
appropriate amount of solder. Too much solder is an unnecessary
waste and may cause short circuits with adjacent joints. Too little
and it may not support the component properly, or may not fully
form a working joint. How much to apply, only really comes with
practice. A few millimetres only, is enough for an "average" p.c.b.
joint, (if there is such a thing).
Desoldering methods
A soldered joint which is improperly made will be electrically
"noisy", unreliable and is likely to get worse in time. It may even
not have made any electrical connection at all, or could work
initially and then cause the equipment to fail at a later date! It
can be hard to judge the quality of a solder joint purely by
appearances, because you cannot say how the joint actually formed
on the inside, but by following the guidelines there is no reason
why you should not obtain perfect results.
A joint which is poorly formed is often called a "dry joint".
Usually it results from dirt or grease preventing the solder from
melting onto the parts properly, and is often noticeable because of
the tendency of the solder not to "spread" but to form beads or
globules instead, perhaps partially. Alternatively, if it seems to
take an inordinately long time for the solder to spread, this is
another sign of possible dirt and that the joint may potentially be
a dry one.
There will undoubtedly come a time when you need to remove the
solder from a joint: possibly to replace a faulty component or fix
a dry joint. The usual way is to use a desoldering pump which works
like a small spring-loaded bicycle pump, only in reverse! (More
demanding users using CMOS devices might need a pump which is ESD
safe.) A spring-loaded plunger is released at the push of a button
and the molten solder is then drawn up into the pump. It may take
one or two attempts to clean up a joint this way, but a small
desoldering pump is an invaluable tool especially for p.c.b.
work.
Sometimes, it's effective to actually add more solder and then
desolder the whole lot with a pump, if the solder is particularly
awkward to remove. Care is needed, though, to ensure that the
boards and parts are not damaged by excessive heat; the pumps
themselves have a P.T.F.E. nozzle which is heat proof but may need
replacing occasionally.
An excellent alternative to a pump is to use desoldering braid,
including the famous American "Soder-Wick" (sic) or Adcola
"TISA-Wick" which are packaged in small dispenser reels. This
product is a specially treated fine copper braid which draws molten
solder up into the braid where it solidifies. The best way is to
use the tip of the hot iron to press a short length of braid down
onto the joint to be de-soldered. The iron will subsequently melt
the solder, which will be drawn up into the braid. Take extreme
care to ensure that you don't allow the solder to cool with the
braid adhering to the work, or you run the risk of damaging p.c.b.
copper tracks when you attempt to pull the braid off the
joint.
I recommend buying a small reel of de-soldering braid, especially
for larger or difficult joints which would take several attempts
with a pump. It is surprisingly effective, especially on difficult
joints where a desoldering pump may prove a struggle.
Here's a summary of how to make the perfect solder joint.
1. All parts must be clean and free from dirt and grease.
2. Try to secure the work firmly.
3. "Tin" the iron tip with a small amount of solder. Do this
immediately, with new tips being used for the first time.
4. Clean the tip of the hot soldering iron on a damp sponge.
5. Many people then add a tiny amount of fresh solder to the
cleansed tip.
6. Heat all parts of the joint with the iron for under a second or
so.
7. Continue heating, then apply sufficient solder only, to form an
adequate joint.
8. Remove and return the iron safely to its stand.
9. It only takes two or three seconds at most, to solder the
average p.c.b. joint.
10. Do not move parts until the solder has cooled.
Troubleshooting Guide
* Solder won't "take" - grease or dirt present - desolder and clean
up the parts. Or, material may not be suitable for soldering with
lead/tin solder (eg aluminium).
* Joint is crystalline or grainy-looking - has been moved before
being allowed to cool, or joint was not heated adequately - too
small an iron/ too large a joint.
* Solder joint forms a "spike" - probably overheated, burning away
the flux.
First Aid
If you are unlucky enough to receive burns which require treatment,
here's what to do :-
1. Immediately cool the affected area with cold running water for
several minutes.
2. Remove any rings etc. before swelling starts.
3. Apply a sterile dressing to protect against infection.
4. Do not apply lotions, ointments etc., nor prick any blisters
which form later.
5. Seek professional medical advice where necessary.
How to contact the author
Written by Alan Winstanley Email to alan@epemag.demon.co.uk.
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