Astm E1012 19
Astm E1012 19
1. Scope*
1.1 Included in this practice are methods covering the determination of the amount of bending that occurs during the application
of tensile and compressive forces to notched and unnotched test specimens during routine testing in the elastic range. These
methods are particularly applicable to the force levels normally used for tension testing, compression testing, creep testing, and
uniaxial fatigue testing. The principal objective of this practice is to assess the amount of bending exerted upon a test specimen
by the ordinary components assembled into a materials testing machine, during routine tests.
1.2 This practice is valid for metallic and nonmetallic testing.
1.3 This international standard was developed in accordance with internationally recognized principles on standardization
established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued
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by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
2. Referenced Documents
2.1 ASTM Standards: (https://standards.iteh.ai)
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3. Terminology
3.1 Definitions of Terms Common to Mechanical Testing:
3.1.1 For definitions of terms used in this practice that are common to mechanical testing of materials, see Terminology E6.
3.1.2 alignment, n—the condition of a testing machine that influences the introduction of bending moments into a specimen (or
alignment transducer) during the application of tensile or compressive forces.
3.1.3 eccentricity [L], n—the distance between the line of action of the applied force and the axis of symmetry of the specimen
in a plane perpendicular to the longitudinal axis of the specimen.
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This practice is under the jurisdiction of ASTM Committee E28 on Mechanical Testing and is the direct responsibility of Subcommittee E28.01 on Calibration of
Mechanical Testing Machines and Apparatus.
Current edition approved July 1, 2014Dec. 15, 2019. Published August 2014March 2020. Originally approved in 1989. Last previous edition approved in 20122014 as
E1012 – 12E1012 – 14ε1. DOI: 10.1520/E1012-14E01.10.1520/E1012-19.
2
For referenced ASTM standards, visit the ASTM website, www.astm.org, or contact ASTM Customer Service at service@astm.org. For Annual Book of ASTM Standards
volume information, refer to the standard’s Document Summary page on the ASTM website.
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3.1.4 reduced parallel section A [L], n—section in the central portion of the specimen whichthat has a cross section smaller than
the gripped ends.nominally uniform cross section, with an optional small taper toward the center, that is smaller than that of the
ends that are gripped, not including the fillets.
3.2 Definitions of Terms Specific to This Standard:
3.2.1 axial strain, a, n—the average of the longitudinal strains measured by strain gages at the surface on opposite sides of the
longitudinal axis of symmetry of the alignment transducer by multiple strain-sensing devices located at the same longitudinal
position.
3.2.1.1 Discussion—
This definition is only applicable to this standard. The term is used in other contexts elsewhere in mechanical testing.
3.2.2 bending strain, b, n—the difference between the strain at the surface and the axial strain (see Fig. 1).
3.2.2.1 Discussion—
in general, the bending strain varies from point to point around and along the reduced parallel section of the specimen. Bending
strain is calculated as shown in Section 10.
3.2.3 component (also known as force application component), n—any of the parts used in the attachment of the load cell or
grips to the testing frame, as well as any part, including the grips used in the application of force to the strain-gaged alignment
transducer or the test specimen.
3.2.4 grips, n—that partthose parts of the force application components that directly attach to the strain-gage alignment
transducer or the test specimen.
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3.2.5 microstrain, n—strain expressed in micro-units per unit, such as micrometers/meter or microinches/in.
3.2.6 notched section [L], n—the section perpendicular to the longitudinal axis of symmetry of the specimen where the
cross-sectional area is intentionally at a minimum value in order to serve as a stress raiser.
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NOTE 1—A bending strain, 6B, is superimposed on the axial strain, a, for low-axial strain (or stress) in (a) and high-axial strain (or stress) in (b). For
the same bending strain 6B, a high-percent bending is indicated in (a) and a low-percent bending is indicated in (b).
FIG. 1 Schematic Representations of Bending Strains (or Stresses) That MayCan Accompany Uniaxial Loading
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3.2.6 percent bending, PB, (also known as percent bending strain), n—the ratio of the bending strain to the axial strain expressed
as a percentage.
3.2.7 strain-gaged alignment transducer, n—the transducer used to determine the state of bending and the percent bending of
a testing frame.
3.2.9 Type 1 alignment, n—the condition of a testing machine typically used for static or quasi-static testing including the
non-rigid components and the positioning of the specimen within the grips which can introduce bending moments into the
strain-gaged alignment transducer or test specimen during force application.
3.2.10 Type 2 alignment, n—the condition of a testing machine typically used for dynamic testing and all rigid parts of the load
train which can introduce bending moments into the strain-gaged alignment transducer or test specimen force application.
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NOTE 1—For creep and stress rupture machines, the lever arm should be in a level position when performing alignment verification.
5.4.1 For some material testing, it is not possible or feasible to use all parts of the force application components when verifying
alignment. In such cases alternative components maycan be used. The use of alternative components shall be adequately referenced
in the verification report.
5.4.2 For servo-hydraulic fatigue machines, it may be necessary to move the actuator or crosshead to install the strain-gaged
alignment transducer and/or test specimens. This should be avoided if possible, especially the crosshead, but if it is necessary, care
should be taken to reposition the actuator and or crosshead in the position used during the alignment. When performing any
alignment, as many of the adjustable components of the testing machine as possible should be positioned in the final verified
position. This could include adjustable reaction components (that is, crosshead) and actuators, which can otherwise be free to rotate
about the loading axis.
5.4.3 Precision machined grip housings with hydraulic or pneumatically actuated wedge inserts are commonly used in
laboratory testing. These devices are specifically designed to allow for interchangeability of wedge inserts without adversely
affecting the alignment of the loading train. For testing systems using these gripping configurations the grip wedge inserts can be
replaced with smooth wedge inserts to verify the alignment of the testing machine during the alignment verification.
5.4 Testing Machine Alignment Type 2—Grip-to-grip alignment verification, where the testing machine mechanical configura-
tion is fixed and will not be changed or adjusted during the testing period. However, when testing some specimen geometries, it
may be necessary to move the actuator or crosshead to install the strain-gaged alignment transducer and/or test specimens. This
should be avoided if possible, but if it is necessary, care should be taken to reposition the actuator and or crosshead in the position
used during the alignment. Any removable components specific to the test specimen should be assembled within the aligned grip
set and a strain-gaged alignment transducer used for verification of compliance to E1012.
5.4.1 Precision machined grip housings with hydraulic or pneumatically actuated wedge inserts are commonly used in
laboratory testing. These devices are specifically designed to allow for interchangeability of wedge inserts without adversely
affecting the alignment of the loading train. For testing systems using these gripping configurations, grip wedge inserts may be
replaced with smooth wedge inserts to assess the alignment of the testing machine under a Type 2 alignment assessment.
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NOTE 4—Type 2 typically refers to dynamic test equipment, such as fatigue testing machines.
NOTE 5—Type 2 alignment requires as many of the adjustable components of the testing machine as possible to be positioned in the final verified
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position. This could include adjustable reaction components (that is, crosshead) and actuators, which may otherwise be free to rotate about the loading
axis.
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5.5 Strain-gaged alignment transducers shall be manufactured per Section 7 of this standard. The strain-gaged alignment
transducer is to be manufactured per section 7.4 as closely as possible, except that any notches may be eliminated. The same
strain-gaged alignment transducer may be used for successive verifications. The materials and design should be such that only
elastic strains occur at the applied forces.
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5.5.1 Strain-gaged alignment transducers shall be used E1012-19
for both Type 1 and Type 2 Testing Machine Alignment.
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6. Apparatus
6.1 This standardpractice requires the use of a strain-gaged alignment transducer. In some cases it maycan be helpful to make
an assessment using extensometers or alignment components employing mechanical linkages (see Appendix X2), however these
types of strain sensors do not meet the reporting requirements in Section 11.
6.2 In general, repeated force applications to strain levels approaching yielding are not good laboratory practice because they
maycan affect the subsequently measured results by deforming or fatiguing the strain-gaged alignment transducer.
6.3 Additional Testing Machine and Force Application Component Considerations:
6.3.1 Poorly made components and multiple interfaces in a load train can cause major difficulty in attempting to align a test
system. All components in the load train should be machined within precision machining practices with attention paid to
perpendicularity, concentricity, flatness and surface finish. The number of components should be kept to a minimum.
6.3.2 Situations can arise where acceptable alignment cannot be achieved for a given testing machine, set of force application
components and strain-gaged alignment transducer. In these cases, redesign and fabrication of any of the components maycould
be needed to achieve acceptable alignment.
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7.2 This practice is valid for metallic and nonmetallic testing.For notched specimens, a strain-gaged alignment transducer that
simulates the anticipated test specimen without the notch, may be used.
7.3 Quality of machining of strain-gaged alignment transducers is critical. Important features include straightness, concentricity,
flatness, and surface finish. In particular, strain-gaged alignment transducers used for compression testing maycan be of the type
that uses two parallel plates to apply compression to the ends of the strain-gaged alignment transducer. In these cases, the
parallelism of the strain-gaged alignment transducer ends is extremely important as described in Test Methods E9.
7.4 The design of a strain-gaged alignment transducer should follow the same guidelines as design of standard test specimens.
For static (tensile, compressive, and creep) testing, ensure the strain-gaged alignment transducers conformingtransducer conforms
to test specimens shown in Test Methodsthe appropriate E8 are appropriate. test method. For fatigue testing applications,
strain-gaged alignment transducers conforming to test specimens shown in Practice Test Method E606 are appropriate. The
strain-gaged alignment transducer should be as close dimensionally similar to the expected test specimens as possible so that the
same force application components to be used during testing willcan be used during alignment. The material used for the
strain-gaged alignment transducer should be as close as possible to expected test specimen materials. If the expected test material
is not known, it is acceptable to use a strain-gaged alignment transducer of a common material that has similar elastic properties
to expected test materials. The alignment transducer During the manufacturing of the strain-gaged alignment transducer, it should
be carefully inspected and the dimensions recorded prior to application of the strain gages.
NOTE 3—It is common laboratory practice to employ an alternate material for the strain-gaged alignment transducer in order to be able to use the
strain-gaged alignment transducer for a number of repeated alignment verifications. The alternate material used should be such that the strain-gaged
alignment transducer maintains its elastic properties through the loading range of interest encountered in the alignment verification (that is, the
strain-gaged alignment transducer remains below its proportional limit). A common upper strain limit for these strain-gaged alignment transducers is 3000
microstrain maximum.
7.5 Strain Gagesgages should be selected that have known standardized performance characteristics as described in Test
Methods E251. Strain gage manufacturers provide detailed information about the strain gages available. Gages Strain gages with
gauge lengths of approximately 10 % of the reduced parallel section of the alignment transducer or less should be selected. The
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gages should be as small as practical to avoid any strain averaging effects with adjacent gages. Temperature compensated gages
that are all of the same type and from the same batch strain gage lot (same gage factor, transverse sensitivity and temperature
coefficient) should be used.
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7.6 Strain gages should be installed according to procedures in Guide E1237. A commonly used method for marking the
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FIG. 32 A Cylindrical 90° Spacing Four (4) Strain Gages per Plane
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FIG. 32 B Thick Rectangular Four (4) Strain Gages per Plane (continued)
7.7.2.3 In a two set strain-gaged alignment transducer, the center of the gages shall be placed equidistant from longitudinal
center of the reduced parallel section at a distance A3 = 0.35A to 0.45A. In a three gage set strain-gaged alignment transducer
reduced parallel section one set of gages shall be placed at the longitudinal center of the alignment transducer reduced parallel
section and the center of the other two shall be placed at a distance A3 = 0.35A to 0.45A from the longitudinal center of the
alignment transducer.reduced parallel section.
7.7.3 Requirements for Thick Rectangular Strain-Gaged Alignment Transducers:
7.7.3.1 For strain-gaged alignment transducers with reduced parallel section length 12 mm (0.5 in) or greater two sets of four
gages are acceptable.acceptable(see Fig. 2B). An additional set of gages at the center of the reduced parallel section A, is also
acceptable and can provide additional information. For strain-gaged alignment transducers with a reduced parallel section length,
A, less than 12 mm (0.5 in), a single set of strain gages in the center of the length of the reduced parallel section is acceptable.
Thick rectangular strain-gaged alignment transducers shall have gages equally positioned on all four faces of the strain-gaged
alignment transducer.
7.7.3.2 In a two gage set strain-gaged alignment transducer, the center of the gages shall be placed equidistant from longitudinal
center of the reduced parallel section at a distance A3 = 0.35A to 0.45A. In a three gage set strain-gaged alignment transducer, of
the reduced parallel section, one set of gages shall be placed at the longitudinal center of the alignment transducer reduced parallel
section and the center of the other two shall be placed at a distance A3 = 0.35A to 0.45A from the longitudinal center of the
alignment transducer. reduced parallel section. In a one gage set strain-gaged alignment transducer, the gages shall be placed on
the longitudinal center of the strain-gaged alignment transducer.
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FIG. 32 D Thin Rectangular 3 Strain Gages per Plane (used in composites testing) (continued)
NOTE 7—For thick rectangular strain-gaged alignment transducers, the differences in adjacent dimensions of the gage section can lead to differences
in the sensitivities of gages on these surfaces. This in turn can lead to difficulties in making adjustments to bring a test setup into good alignment.
7.7.4 Requirements for Thin Rectangular Strain-Gaged Alignment Transducers:
7.7.4.1 For strain-gaged alignment transducers with reduced parallel section length 12 mm (0.5 in.) or greater, two sets of either
three or four gages (see Figs Fig. 32C and Fig. 32D) are acceptable. An additional set of gages at the center of the reduced parallel
section A, is also acceptable and can provide additional information. For strain-gaged alignment transducers with reduced parallel
section length, A, less than 12 mm (0.5 in.), a single set of strain gages in the center of the length of the reduced parallel section
is acceptable.
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7.7.4.2 As shown in Fig. 32C and Fig. 32D, the strain gages shall be placed symmetrically about the vertical and horizontal
centerlines. centerlines of the reduced parallel section. In a two gage set strain-gage alignment transducer the center of the gages
shall be placed equidistant from longitudinal center of the reduced parallel section at a distance A3 = 0.35A to 0.45A. In a three
gage set strain-gaged alignment transducer one set of gages shall be placed at the longitudinal center of the alignment transducer
and of the reduced parallel section and the center of the other two shall be placed at a distance A3 = 0.35A to 0.45A from the
longitudinal center of the alignment transducer. of the reduced parallel section. In a one gage set strain-gaged alignment transducer,
the gages shall be placed on the longitudinal center of the strain-gaged alignment transducer.of the reduced parallel section.
NOTE 8— It is recommended that the distance d that the center of the gages are placed from the edge of the specimen be minimized to improve the
accuracy of determining the bending strains. A typical value for d is w/8.
NOTE 9—An opposing pair of shear vector oriented strain gages, as shown in Fig. 32C, are helpful in determining the zero rotational position of an
actuator during alignment verification. Constraining the rotation of the actuator may be a consideration can help minimize shear strains when testing thin
rectangular test specimens to minimize shear strains.specimens.
9. Procedure (https://standards.iteh.ai)
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9.1 Temperature variations during the verification test should be within the limits specified in the methods or practices which
require the alignment verification.
9.2 Initial Mechanical Alignment—Alignment Assesment—This optional section describes the initial alignment of the rigid parts
of the components. Mechanical alignment is usually established when setting up a particular type of rigid component configuration
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on a testing machine. While it often does not change appreciably over time, shock from catastrophic failure in the load train (within
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the components or test specimen) or wear may establish the need to can cause the test machine to be misaligned, it could be
necessary to measure and readjust the testing machine alignment. Before continuing with subsequent Type 1 and Type 2 strain gage
alignment verification, thea mechanical alignment should be checked to ensure that it is acceptable.check is recommended to
reduce the possibility of damaging the strain-gaged alignment transducer.
9.2.1 Inspect all components for proper mating of bearing surfaces and with the strain-gaged alignment transducer. This includes
but is not limited to concentricity, perpendicularity and parallelism measurements. Other measurements may be needed for specific
types of grips. Re-machine Repair or replace out of tolerance components.
9.2.2 Assemble the rigid portion of the components, and inspect the position of the components on one end of the specimen
attachment point with respect to the position of the components on the other end of the opposite specimen attachment point. This
is often done with a dial indicator setup that allows the user to establish both linear (concentric or parallel) and angular differences
between the centerlines of the components on each end of the specimen attachment points. Fig. 43 illustrates linear (concentric
and parallel) and angular differences between the components on the two ends of the rigid portion of the testing machine. Special
alignment components maycan also be employed. Specific tolerances are beyond the scope of this standard, but should adequate
alignment be unachievable, misalignment of these components maycould be the reason. Testing machines that allow the user to
adjust the position of the normally fixed crosshead should be set up in the position that will be used during testing. Movement of
the normally fixed crosshead during testing can affect alignment results. If moving the normally fixed crosshead during routine
testing (that is, between specimens) is needed, the inspection should be performed several times to assure that movement can be
made and the crosshead repositioned to the same location without appreciably affecting alignment.
9.2.3 Adjust the position of the components on one end of the specimen attachment point with respect to the position of the
components on the other end of the opposite specimen attachment point to minimize the perpendicularity and the concentricity
(cylindrical specimens) and parallelism (flat specimens) errors. This maycould require loosening the components of one end,
tapping or shimming it into position and retightening it.
9.3 Both Type 1 and Type 2 Alignments require the use of a strain-gaged alignment transducer. The strain-gaged alignment
transducer istransducer as discussed in Section 7.
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FIG. 43 Illustration of Testing Machine
(A) Properly Aligned Test Frame and Rigid Fixturing
(B) With Concentric Misalignment between Top and Bottom Fixturing
(C)Angular Misalignment between Top and Bottom Fixturing
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9.3.1 Type 1 Alignment—Type 1 alignment The final alignment verification step for testing machines where the components are
not locked in place for testing the alignment refers to the positioning and subsequent alignment with the strain-gaged alignment
transducer and all the non-rigid components in the load train. This is the final alignment verification step for testing machines
where the components are not locked in place for testing.
9.3.2 Type 2 Alignment—Type 2 alignment The final alignment step for testing machines where the components are locked in
place for testing alignment refers to the positioning and subsequent alignment with the strain-gaged alignment transducer and all
the rigid components in the load train and includes a step where non rigid non-rigid components become rigid through a locking
process. This is the final alignment step for testing machines where the components are locked in place for testing.
9.3.3 Inspect any components not already inspected as in 9.2.1 (the non-rigid parts of the assembly). Establish the position of
the strain-gaged alignment transducer for component setups with non-rigid members by assembling the inspected parts of the load
train. Connections, including the strain-gaged alignment transducer should fit smoothly together with no extra play. Re-machine
specific parts Repair or replace specific components if necessary.
9.3.4 Mark the position of any portion of the force application components that will be moved (that is, unthreaded or otherwise
repositioned) during the course of normal testing relative to the fixed portion of the components. This is to assureensure that the
components can be put together the same way each time.
9.3.5 Install the strain-gaged alignment transducer into the assembly with only one end attached to the set of grips. Zero the
strain readings with no force applied. The act of gripping a strain-gaged alignment transducer on both ends can introduce excessive
bending.
9.3.6 Attach the strain-gaged alignment transducer to the remaining grip. The strain-gaged alignment transducer shall not be
re-zeroed with both grips attached.
NOTE 11—This is typically the step where Type 2 Alignment Verifications include that includes a load train and specimen locking process.
9.3.7 Apply a small force to make sure all sensors are reading properly and then remove the force.
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9.3.8 Imperfect alignment transducer correction. All strain-gaged alignment transducers have some imperfections, either
dimensionally or in the attachment of the strain gage. If the strain-gaged alignment transducer is suspected of imparting a large
bending effect within the alignment verification, use the procedure in Annex A1 to determine the alignment transducer correction.
However, the determination and use of an alignment transducer correction is optional.
NOTE 12—A useful operational check for detecting faulty strain gages or instrumentation is to compare the average axial strain, a, for each set of strain
gages at each applied force. If any two of these averages differ by more than about two percent, a fault in the measurement system should be suspected.
9.3.9 Plan the force application cycle such that the maximum force applied does not exceed the elastic limit of the alignment
transducer. The actual force level in these cases should be agreed upon with the customer and documented. This maycan be a
tensile force, a compressive force, or both. The force maycan be applied either manually or automatically. While several force
application cycles maycan be helpful for system checks, only a single cycle is required for recording alignment data.
NOTE 13—Additional force cycles can help exercise the strain-gaged alignment transducer and load train and establish hysteresis if using both tension
and compression. Strain readings from the initial cycle should be carefully observed to prevent potential damage to the strain-gaged alignment transducer
in the case of a poorly aligned testing machine.
9.3.10 Collect alignment data by applying the force in at least three discrete points through the loading range of interest These
should be evenly spaced through the force cycle. During collection of the discrete data points, the force on the strain-gaged
alignment transducer shall not vary by more than 1%. For Type 2 alignment verificationverifications where both tension and
compression are to be used, record data in a similar manner for both. When using mechanical or hydraulic grips that lock the
strain-gaged alignment transducer in place, record the strain at zero applied force before and after the locking mechanisms have
been engaged. This shows the influence of the locking mechanism on the bending of the strain-gaged alignment transducer.
NOTE 19—There are three recommended practices for establishing the three (or more) discrete points at which alignment verification data is collected:
(1) record data points at 1000, 2000 and 3000 nominal microstrain in addition to the check at zero applied force (typically used for Type 2 verifications);
(2) record data at 10%, 20% and 40% of the force transducer range or testing machine capacity in addition to the check at zero applied force (typically
used for Type 1 verifications);
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(3) record data points within a force range established by the expected yield strengths of materials to be tested on the testing machine in addition to
the check at zero applied force (also typically used for Type 1 verifications).
(4) For some types of testing systems, it can be advantageous to have one test force less than the weight of the crosshead that is “lifted” by the specimen
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and one test force that exceeds the weight of that crosshead. This can identify faulty or out-of adjustment backlash elimination systems.
(5) It is recommended that at least one bending verification point should be above 1000 microstrain.
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9.3.11 There are three recommended practices for establishing the three (or more) discrete points at which alignment verification
data is collected:
9.3.11.1 Record data points at 1000, 2000 and 3000 nominal microstrain in addition to the check at zero applied force.
9.3.11.2 Record data at 10 %, 20 % and 40 % of the force transducer range or testing machine capacity in addition to the check
at zero applied force.
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9.3.11.3 Record data points within a force range established by the expected yield strengths of materials to be tested on the
testing machine in addition to the check at zero applied force.
9.3.12 For some types of testing systems, it can be advantageous to have one test force less than the weight of the crosshead
that is “lifted” by the specimen and one test force that exceeds the weight of that crosshead. This can identify faulty or out of
adjustment backlash elimination systems.
9.3.13 It is recommended that at least one bending verification point should be above 1000 microstrain.
NOTE 14—The data point at zero applied force is intended to record the values of the strain gages with respect to one another and refers to the fixed
limit in Fig. 54. There is no need to calculate percent bending at zero applied force.
9.3.14 Remove and reposition the strain-gaged alignment transducer in the grips at additional orientations as needed. At a
minimum, measure and record strains under the force cycle described in 9.3.9 in the original orientation, 180 degrees (or 120
degrees for three gage strain-gaged alignment transducers) and again back in the original orientation, unless otherwise specified
in external requirements. Installing the strain-gaged alignment transducer in the same orientation as it previously was installed will
provide information on repeatability of the strain-gaged alignment transducer.process. Installing the strain-gaged alignment
transducer in another orientation (that is, rotating it or inverting it) will further characterize the alignment of the force application
components. Strain-gaged alignment transducers always have some eccentricity, though preparation as described in Section 7 will
minimize this. Strain-gaged alignment transducers can be damaged or bent over time and use. Careful handling and storage will
minimize this. If the strain-gaged alignment transducer is suspected of imparting a large bending effect within the alignment
verification, use the procedure in Annex A2 to separate the alignment transducer contribution and the testing machine alignment
contribution from the overall alignment. However, the determination and use of an alignment transducer/testing machine
contribution is optional.
9.3.15 Strain-gaged alignment transducers always have some eccentricity, though preparation as described in Section 7 will
minimize this. Strain-gaged alignment transducers can be damaged or bent over time and use. Careful handling and storage will
minimize this. If the strain-gaged alignment transducer is suspected of imparting a large bending effect within the alignment
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