1. Introduction
The topography of a manufactured surface is a direct product of the physical phenomena occurring during its formation, and contains information critical to comprehend and reconstruct what happened. The investigation of the representative surface features created by the manufacturing process is, therefore, particularly valuable for those processes which are still not fully understood. This involves EDM (electric discharge machining), in which energy is transferred between tool and workpiece via electric discharge.
There exist multiple ways of describing surface topography of engineered surfaces. The most typical approach is the characterization by ISO 25178-2 areal texture parameters [
1] calculated for the measured regions after form removal and filtration. Those analyses are aimed at quantifying the properties of an entire analyzed region as a set of texture parameters, which are mostly based on statistical measures such as average, standard deviation or rms (root mean square) [
2]. Another approach is to describe process-specific topographic features which are inherent to their fabrication such as ridges and valleys for milling or turning, and craters for EDM. Some feature-based parameters, included in ISO standard, are potentially relevant for characterization of the formations created by electric discharge machining. However, they do not provide the information about the scales of those features. In other words, topographic features of a given size are best discernible when observed at particular scales. This phenomenon is the principle of the third approach, i.e., multiscale methods [
3]. The importance of scale lies in the characterizations of physical interactions between formation process and resulted surface topography. These can occur at multiple scales during fabrication.
Geometric quantities of engineered surfaces, such as length [
4] or area [
5] usually change with the scale of observation. Recently developed multiscale curvature method allows studying the evolution of principle, mean and Gaussian curvatures calculated at a given location on the surface with scale. These measures are indicative of local shape, e.g., can determine concavity or convexity and the amount by which surface bends in particular directions [
6,
7].
In EDM, fabricated surface can be conceived as a composition of craters and plateaus, which individual geometric properties, i.e., depth, radius, volume and curvature strongly depend on processing parameters. Knowledge about the correlations between formation and surface topographies, i.e., roughness or finish, is vital for process design and control [
8,
9]. There are essentially two components of the value added to a workpiece by the EDM process: form and surface finish. Those can be controlled by technological parameters (e.g., voltage, current, pulse time and many more), electrode material and shape and dielectric fluid [
10,
11]. There is probable not a single universal technological parameter which can be used to determine the microgeometry of resulted surface. Craters dimensions strongly depend on the amount of energy that is transferred from the electrode to the workpiece via electric discharges, in a stochastic manner. Klocke et al. found that the depth of recast layer was influenced by resistance and capacity in circuit, both of which impact on the discharge energy and higher energy led to thicker recast layer [
12]. Giridharan et al. developed so-called “anode model” in which the energy that reaches the workpiece and forms the crater is proportional to the discharge energy [
13]. The presented numerical and experimental results were shown to be in a good agreement in terms of crater morphology. Other studies have indicated proportional relations between discharge and crater volume [
14], area [
15], diameter [
16] or size [
17]. Ding et al. showed that in micro wire electrical discharge machining, the spark energy directly influenced both the average diameter and the maximum depth of craters. They found that relationship to follow a logarithmic trend [
18]. Some studies indicate linear relations between craters diameter and depth [
14,
19]. All of those studies show strong functional relations between certain crater dimensions and discharge energy for constant material properties (e.g., physical properties of electrode, workpiece and dielectric fluid). This study concentrates on the energy of electric discharge as a unifying technological parameter that strongly correlates with microgeometry of resulted surface topographies taking into account the above assumption.
In the literature, surface topographies are often characterized using basic ISO parameters: average roughness,
Ra (profile) or
Sa (areal) [
1]. Those parameters were mostly developed for an analysis of conventionally machined surfaces (milled, turned or ground) and they lack the ability to exploit the complexity of non-traditionally manufactured surfaces [
2]. They were used in EDM to show the affect of smaller pulse duration on the creation of smaller craters, characterized by lower values of
Ra [
11]. Masuzawa et al. showed that low open circuit voltage produced small craters and, hence, lesser surface roughness expressed also in average roughness [
20]. Guu stated that greater pulse currents and longer pulse durations produced textures of higher
Ra. [
21]. In micro-EDM, average areal roughness (
Sa) seemed to correlate strongly with discharge energy [
15]. Bäckemo et al. created a predictive computer supported model of surface topography created as a result of impacts caused by electric discharges between metallic substrate and an electrode [
22]. They found that the roughness parameters followed an inverse exponential trend as a function of impact number, and that the strongly concave curvatures reached equilibrium at an earlier impact number for lower depth to radius ratios. The size of each individual impact can depend on the charge that builds up before each spark, which, in turn, is seen as a function of the electric parameters of the process [
23]. Klink et al. showed that basic profile roughness parameters are not sufficient to describe the complexity of EDM-created topographies and they proposed the use of average groove width RSm and the average profile gradient
RΔ
q for a more sophisticated surface topography description [
24].
The traditional height parameters do not consider the spacing nor the sequence of the heights, as well as they do not characterize characteristic surface features. The development of feature parameters addresses the latter. These parameters rely on a technique called
segmentation, which is based upon the application of a watershed algorithm [
25], associated with an algorithm for simplifying graphs that describe the relationships between individual points [
26]. Segmentation is useful in identifying significant peaks and pits, and can be used for calculating peak density and peak curvature. In addition, specific parameters were created to quantify the area and mean volume of motifs identified by segmentation, distinguishing between open and closed motifs, depending upon whether or not they are in contact with the edge of the microscopic image. Such distinction is necessary, since open motifs do not provide full information about a particular crater that they describe. This analysis appears to be a prospective candidate to analyze geometric quantities of craters.
Electric discharge machining is a manufacturing process in which material is removed from the workpiece by a series of rapidly recurring current discharges between a tool and workpiece electrodes, separated by a dielectric fluid (liquid or gas) and in response to voltage pulses. The physical phenomenon occurring between the electrodes in EDM when manufacturing surface features on the micrometer scale is not entirely understood [
27]. For short pulses and energies, there is not enough time for material to be adequately heated for removal and therefore almost none takes place. In that case, electrostatic force which acts on the surface becomes an essential factor in the removal of metal for short pulses [
28]. The acquisitions of the resulting surface topographies and the multiscale analysis of the geometry of created microfeatures by EDM can provide evidence of the material response to the discharge [
15]. Relations between curvature and discharge energies (between 18 and 16,500 nJ) in micro-EDM were studied by Bartkowiak and Brown [
7]. They also suggested, by having analyzed the principal, mean and Gaussian curvature, that different formation processes governed the creation of surfaces created by higher energies.
This study aims at characterizing the geometric properties of fabricated surface topographies in micrometer scales. This is demonstrated by the use of motif and multiscale analysis to characterize surfaces of hot-work tool steel created by electric discharge machining (EDM), and then to study correlations between the discharge energies and the resulting surface topographies, focusing on microgeometry of craters. In particular, the strengths of the correlations (R2) between motif and curvature characterizations (i.e., principal, Gaussian or mean curvature) and discharge energies is sought as a function of scale. Motifs are used here to derive geometrical properties of created craters (e.g., area, depth and diameter), whereas curvature allows characterization of their shapes in multiple scales. The proposed approach is feature-based and focuses on the geometric specificity of the topographies created by EDM. As a comparison, additional conventional analysis of surface texture using ISO 25178 standard and its areal characterization parameters are performed. Geometric characterizations of process-specific topographic objects is considered to be a natural and intuitive way of analysis the complexity of EDM surfaces. In contrast to analysis of surface topography through areal texture parameters (as in ISO 25178 2), the presented approach allows extraction of information directly relating to the shape and size of topographic features of interest. The richness of this information is tested via correlations with processing parameter.
The approach here is to calculate the curvature tensors on a surface as functions of position and scale. Statistical characterization parameters of principal, mean and Gaussian are compared with the pulse energies in EDM as calculated from technological parameters. This is accompanied with motif analyses, in which the height or depth, diameter, area and volume of detected motifs are evaluated. According to our best knowledge, this is the first study, in which areal motifs are used to characterize the topographic features created by EDM. Other studies that covered some geometrical aspects of craters, used manual measurements of those quantities from measured datasets. Motif and curvature analysis is supplemented with a comprehensive study using ISO 25178 standard areal parameters, in the analysis of process–surface-texture interactions in this manufacturing process. The differences and similarities between those methods are discussed with a reference to discharge energies and characterization capabilities. Application of both methods reveals relations between microgeometry of surface topographies and formation process, which is impossible to be observed using a conventional approach.
4. Discussion
Two types of topographic feature, i.e., craters and ridges, can be distinguished on images rendered from the measurements with the focus variation microscope on the surfaces created by EDM. The features are consistent with known mechanisms in electric discharge machining. The increase of discharge energy lead to the creation of deeper and larger (in area, radius and volume) craters with a greater magnitude of curvature. The measured surfaces created with different pulse energies can be discriminated clearly using ISO standard parameters, motif analysis and, over wide ranges of scales, using multiscale curvature analysis. Strong correlations can be found between the discharge pulse energies with which the surfaces were created and the texture characterization parameters calculated from the measurements. In six out of seven groups of ISO areal parameters, there are parameters that correlates well with discharge energy. Only spatial parameters could not be used to establish such functional relations, which may result from relatively small measurement area used to calculate autocorrelation function.
Most of modeling approaches, which explain the nature of electric discharge machining, focus on the creation of craters depending on the physical properties of material and controllable technological parameters [
10,
13,
14,
18,
22]. The ability to characterize geometrical aspects of fabricated features becomes important step in the understanding of the interactions between surface and processing. Although most of ISO parameters correlate strongly with discharge energy, their ability to describe the aspects of craters morphology is generally weak or indirect. Height and functional groups include parameters that quantify, in various ways, height information focusing on
z-component only. Spatial parameters involve calculation of auto-correlation function which reference to the craters’ geometry is vague. Hybrid parameters, which quantify both amplitude and spacing between heights, try to capture some geometric aspects of the surface (area and slope) but they consider a measured surface as a single entity not as a set of individual topographic features. Only feature parameters, related to dales or valleys, i.e., S5v, Sda and Sdv, have a direct association with crater depth, area and volume and, in addition, they correlate strongly with discharge energy. The similar statement can be formulated for the geometric parameters calculated using motif analysis, which is supported by the fact that they use same segmentation technique. Feature-based characterization is of particular importance in non-traditional manufacturing [
47]. It provides additional perspective on the surface and supports better understanding of the phenomena governing manufacturing process and the interactions between controllable technological parameters and resulted surface topography [
48]. This study proves that this is also a valuable approach for EDM. Geometrical properties of detected motifs, such as depth or volume, are easy to interpret in relation to their formation process, unlike average, root mean square roughness or skewness.
Multiscale curvature analysis, as presented in this study, is not specifically feature-based, but concentrates on the geometric characterization of shape when considering the surface as a composition of numerous overlapping craters. The key advantage of any multiscale analyses, unlike motifs and conventional studies, is that they can be useful in indicating the scales at which the correlations are the strongest. Knowledge of these scales could help to increase the understanding of the surface processing and function. It was noticed that absolute parameters, although they correlate strongly for the largest scales, do not vary significantly for the finest scales. Considering the three finest scales (<2.462 µm), coefficients of variation calculated for all analyzed surfaces do not exceed 10% for principal, mean and Gaussian curvature (average and SD). It might suggest that the created surfaces do not differ significantly at the finest scales, and also that the EDM process leads to the creation of fine-scale features similarly, regardless of the discharge energy. This might be supported by similar observations done by Hyde et al. [
15] using areal multiscale analysis but different instrumentation, discharge energy level, material and outliers-removal method. What is more, curvature parameters start to correlate strongly with the discharge energy (
R2 > 0.8) for scales starting from between 8 and 9 µm. This corresponds well to the average equivalent radius of detected motif (mean—1 × standard deviation
10 µm) for the sample created with lowest energy. Starting with those scales the curvature of craters is the most affected by the discharge energy and the fabricated microgeometry is the most adequately characterized as the sizes of features are best discerned at those scales. This follows the concept that scale could be enmeshed with size [
3].
Strong correlations are observed for height parameters, which are most sensitive to longest wavelengths. This observation would appear to support similar, previously reported work/findings [
15]. Spc (mean peak curvature) does not correlate well as it refers to the curvature at the finest scale as it is calculated for originally sampled data. Sdq and Sdr which might be related to multiscale areal method [
5], when calculated also for the finest scale, correlate strongly with discharge energy only when regressed logarithmically. This might support our observation that the characterization of surface topography of EDM texture should be concentrated on the most accurate registration, filtration and analysis of large-scale features if relation between discharge energy is to be established.
Differences in physical processes that took essential role in the fabrication of surface finish might be analyzed through discrepancies in curvatures at similar scales on the surfaces manufactured by different discharge energies. Bartkowiak and Brown [
7] found that for micro-EDM, there was a significant change in trend of topographic curvature versus discharge energies for surfaces manufactured with more than 1 µJ. Similar observations were made by Hyde et al. [
15]. This study was done at significantly greater energies as well as different materials of both workpiece and electrode, and phenomenon of this kind was not observed. This might suggest that for the considered energies, the physical process that formed surface topography did not change its nature but rather the intensity. The aforementioned studies might have described the shift between micro and standard EDM process. In the former, electrostatic force might be a dominative factor in the creation of surface topography as there is simply not enough time for material to be moltened or vaporized and removed efficiently [
28].
There is probably not a single parameter that can functionally describe the relations between technological parameters (discharge energy, current, voltage, gap, polarity) and fabricated surfaces, for all materials (electrode and workpiece), part shapes and machining conditions. Although some theoretical approaches are well known in conventional machining such as modeling Ra or Rz in turning and milling, the randomness and suddenness of electric discharges as well as complexity of physical phenomena make a development of analytical modeling for EDM rather challenging. Some undisclosed relations between VDI roughness and parameters of discharge are incorporated in the control systems of machine tools, as presented in this study. Therefore, establishing credible functional relations for most common materials and conditions are highly anticipated. Geometric characterization which focus on the morphology of craters is shown here to be a prospective candidate as it has a direct association with nature of the electric discharge machining.
Important aspect of surfaces is their designed functional behavior such as lubrication properties, gloss reflectance, corrosion resistance, load bearing capabilities, adhesion or wear. Basic profile or areal texture parameters correlate rarely with their performance parameters, or correlate only if narrow range of band-pass filter is applied [
3,
7]. Functional volume parameters certainly provide a better way of monitoring the effect of process parameters on the resulted surface texture. This can eventually help in defining proper machining conditions in order to fabricate surfaces according to functional needs [
29]. Multiscale methods, including curvature, were found to be successful in establishing functional relations of those kinds for different processes such as friction, adhesion, fatigue, gloss and many more [
3]. Motif analysis seem to be also prospective but further research should be conducted to fulfil its full potential. A primary focus should be given to establish functional relations between technological parameters of EDM and the functional behavior of fabricated surface through the adequate characterization of the topography.
From the metrological side, the main challenge for the measurement and dataset preparation steps was a reliable outliers removal process for FVM. As stated in
Section 2.2, focus variation microscopy can produce surface- and method-specific outliers, that cannot be removed using standard removal procedures. The method used in this study was successful because of the small dimensions of the plateau-like formations, and therefore cannot be recommended as a general method for outliers removal. Considering all the aforementioned issues, the authors find using this method, in this particular study, justified. In addition, although there was a chance, that this method might affect roughness measurements. However, it introduced only insignificant changes, with its effect being similar to that of the λs -filter (microroughness filter).
Some other measurement techniques might be less susceptible to registering outliers on this kind of surface (locally smooth and reflective), such as CSI (coherent scanning interferometry) [
36]. However, they are also burdened with both surface- and method-specific outliers, yet its hardware filtration is advanced, thus reducing the risk of unreliable measurements.
Another challenge of this study was to perform the correct filtration of the surface. A relatively small measurement area left little room for intuitive form and roughness evaluation. Therefore, a nesting index should be suited for the surface characteristic, originating from the manufacturing technology. The authors suggest that in this study, craters and their geometry belong to the roughness spectrum of the surface, thus the nesting index of 250 μm should be used. The resulting roughness surface contains most information regarding craters asperities. It must be noted that a larger measurement area would enable an easier choice of nesting index in future research. However, this poses another challenge for computational capabilities, since datasets derived from focus variation microscopes are quite large.
For the chosen nesting index areal parameters from the roughness surface are significantly influenced by the discharge energy. Waviness surface did not show any strong correlations. This might mean that the crucial information containing EDM-specific topographic features (craters) is in the roughness. Assuming a relatively large nesting index of 250 μm, it led to creation of residue surface of narrower bandwidth when compared to residual roughness. The maximum cut-off wavelength was limited by each measurement size of 323 μm × 323 μm. The primary surface, which contained all wavelengths was also rich in the information about craters geometry, what was evident in strong correlations with the discharge energy.
Conventional analyses using ISO parameters have the advantage that they are included in most commercial software and they can be evaluated with little knowledge of surface metrology principles (aside from noise and form removal). These make them used extensively by the industry and academia. Non-traditional characterization methods, such as motif and multiscale, are more complex and would require more expertise from the users. They will be appreciated once they add value by advancing the understanding of the relations between topographies and phenomena or if they can better exploit the acquired topographic information [
2]. This could be facilitated by automatic, more intuitive and easy-to-use computer applications released for industrial and academic purposes. Motif analyses are included in commercial metrological software but they are limited to detection of dales and hills, whereas other geometric shapes can also be important signatures of manufacturing process.