Uncertainty in Compression Testing Guide
Uncertainty in Compression Testing Guide
Issue 1
September 2000
SM&T
Standards Measurement & Testing Project No. SMT4-CT97-2165
UNCERT COP 08: 2000
CONTENTS
1 SCOPE
3 INTRODUCTION
5 REFERENCES
APPENDIX A
Mathematical formulae for calculating uncertainties in compression testing
APPENDIX B
A worked example for calculating uncertainties in compression testing
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1. SCOPE
This procedure covers the evaluation of uncertainty in Young’s modulus E and yield strength
R0.2 in compression testing on metallic materials, according to the following standard practices.
The procedure is restricted to tests performed continuously without interruptions under axial
loading conditions, at room temperature with a digital acquisition of load and strain.
For a complete list of symbols and definitions of terms on uncertainties, see Reference 1,
Section 2. The following are the symbols and definitions used in this procedure.
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3. INTRODUCTION
It is good practice with any measurement to evaluate and report the uncertainty associated
with the test results. A statement of uncertainty may be required by a customer who wishes to
know the limits within which the reported result may be assumed to lie, or the test laboratory
itself may wish to develop a better understanding of which particular aspects of the test
procedure have the greatest effects on results so that this may be controlled more closely. This
Code of Practice has been prepared within UNCERT, a project partially funded by the
European Commission’s Standards, Measurement and Testing program under reference
SMT4-CT97-2165 to simplify the way in which uncertainties are evaluated. The aim is to
produce a series of documents in a common format which is easily understood and accessible
to customers, test laboratories and accessible to customers, test laboratories and accreditation
authorities.
This Code of Practice is one of seventeen produced by the UNCERT consortium for the
estimation of uncertainties associated with mechanical tests on metallic materials. Reference 1
is divided into 6 sections as follows, with all the individual CoPs included in Section 6 :
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This CoP can be used as a stand-alone document. For further background information on the
measurement uncertainty and values of standard uncertainties of the equipment and
instrumentation used commonly in material testing, the user may need to refer to Section 3 in
Reference 1. The individual CoPs are kept as simple as possible by following the same
structure:
This CoP guides the user through the various steps to be carried in order to estimate the
uncertainty in Young’s modulus and Proof Strength in compression testing.
The first step is to list the quantities (measurands) for which uncertainties must be calculated.
Table 1 shows the parameters that are usually reported in uni-axial compression testing. These
measurands are not measured directly but are determined from other quantities (or
measurements).
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In step 2, the user must identify all possible sources of uncertainty which may have an effect
(either directly or indirectly) on the test. The list cannot be identified comprehensively
beforehand as it is associated uniquely with the individual test procedure and the apparatus
used. This means that a new list should be prepared each time a particular test parameter
changes (for example when a plotter is replaced by a computer).
To help the user list all sources of uncertainty, 5 categories have been defined. The following
table (Table 2) lists the 5 categories and gives some examples of sources of uncertainty in each
category.
It is important to note that Table 2 is NOT exhaustive and is for GUIDANCE only - relative
contributions may vary according to the material tested and the test conditions. Individual
laboratories are encouraged to draft their own lists corresponding to their own test facilities
and assess the associated significance of the contributions.
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In this third step, which is in accordance with Reference 2, 'Guide to the Expression of
Uncertainties in Measurement', the sources of uncertainty are classified as Type A or B,
depending on the way their influence is quantified. If the uncertainty is evaluated by statistical
means (from a number of repeated observations), it is classified Type A. If it is evaluated by
any other means it should be classified as Type B.
The values associated with Type B uncertainties can be obtained from a number of sources
including a calibration certificate, manufacturer's information, an expert's estimation or any
other mean of evaluation. For Type B sources, it is necessary for the user to estimate for each
source the most appropriate probability distribution (further details are given in Section 2 of
Reference 1).
It should be noted that, in some cases, an uncertainty can be classified as either Type A or B
depending on how it is estimated. Table 3 (see step 6) contains an example where, if the
diameter of a cylindrical specimen is measured once, that uncertainty is considered Type B. If
the mean value of two or more consecutive measurements is taken into account, then the
influence is Type A.
In this step the standard uncertainty, u, for each input source is estimated (see Appendix A).
The standard uncertainty is defined as one standard deviation on a normal distribution and is
derived from the uncertainty of the input quantity by dividing by the parameter dv, associated
with the assumed probability distribution. The divisors for the typical distributions most likely
to be encountered are given in Section 2 of Reference 1.
In many cases the input quantity to the measurement may not be in the same units as the output
quantity. For example, one contribution to Rp0.2 is the test temperature. In this case the input
quantity is temperature, but the output quantity is stress. In such a case, a sensitivity coefficient
(corresponding to the partial derivative of the Rp0.2/Test temperature relationship) is used to
convert from temperature to stress (for more information, see Appendix A).
The significant sources of uncertainty and their influence on the evaluated quantities are
summarized in Tables 3 and 4 (see step 6). These tables are structured in the following way:
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9=3x4x7x8
9 = [u(Ximax) - u(Ximin)] x 7 x 8
Assuming that individual uncertainty sources are uncorrelated, the measurand's combined
uncertainty, uc(y), can be computed using the root sum squares :
∑ [c ⋅ u( x )]
N
uc ( y ) =
2
i i (1a)
i =1
∂Y
with ci = (1b)
∂xi
where ci is the sensitivity coefficient associated with xi. This uncertainty corresponds to plus or
minus one standard deviation on the normal distribution law representing the studied quantity.
The combined uncertainty has an associated confidence level of 68.27%.
The expanded uncertainty U is defined in Reference 2 as “the interval about the result of a
measurement that may be expected to encompass a large fraction of the distribution of values
that could reasonably be attributed to the measurand”. It is obtained by multiplying the
combined uncertainty uc by a coverage factor k that is selected on the basis of the level of
confidence required. For a normal probability distribution, the most generally used coverage
factor is 2 , which corresponds to a confidence interval of 95.4% (effectively 95% for most
practical purposes). The expanded uncertainty U is, therefore, broader than the combined
uncertainty uc. Where a higher confidence level is demanded by the customer (such as for
aerospace and electronics industries), a coverage factor k of 3 is often used so that the
corresponding confidence level increases to 99.73%.
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In cases where the probability distribution of uc is not normal (or where the number of data
points used in Type A analysis is small), the value of the coverage factor k should be
calculated from the degrees of freedom given by the Welsh-Satterthwaite method (see
Reference 1, Section 4 for more details).
Table 3a. Typical Worksheet for Uncertainty Budget Calculations For Estimating the
Uncertainty in Young's Modulus E in Compression Testing
Column No. 1 2 3 4 5 6 7 8 9
Apparatus
l0
Load Cell P (KN) B Rectangular sqrt(3) u(Cell)
A0 ∆L
∆ Pl 0
Extensometer ε (mm) B Rectangular sqrt(3) u(ext)
A 0∆ L2
∆ Pl0
Calliper do (mm) B Rectangular sqrt(3) −8 u(cal)
πd 03∆L
Operator
Manual choice of regression limits on graph P (KN) A Normal 1 1 u(reg)
Manual extensometer angular positionning ε (mm) A Normal 1 1 u(ang)
Specimen
Original gauge length lo (mm) A Normal 1 1 u(gl)
Table 3b. Typical Worksheet for Uncertainty Budget Calculations For Estimating the
Uncertainty in Proof Strength in Compression Testing
Column No. 1 2 3 4 5 6 7 8 9
Apparatus
Tables 3a and 3b show the recommended format of the calculation worksheet for estimating
the uncertainty in Young's Modulus E and Proof Strength Rp0.2 for a cylindrical test piece (the
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most common geometry). Appendix A presents the mathematical formulae for calculating
uncertainty contributions and Appendix B gives a worked example.
Once the expanded uncertainty has been estimated, the results should be reported in the
following way:
V= y ± U
5. REFERENCES
2. BIPM, IEC, IFCC, ISO, IUPAC, OIML, "Guide to the Expression of Uncertainty
in Measurement", International Standardization Organization, Geneva, Switzerland,
ISBN 92-67-10188-9, First Edition, 1993. [This Guide is often referred to as the
GUM or the ISO TAG4 document].
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Appendix A
Young’s Modulus E
ASTM E111 states: “For most loading systems and test specimens, effects of backlash,
specimen curvature, initial grip alignment, etc., introduce significant errors in the extensometer
output when applying a small load to the test specimen. Measurements should therefore be
made from a preload, known to be high enough to minimize these effects, to some higher load,
still within either the proportional limit or elastic limit of the material.”
The value for Young’s modulus may be obtained by determining the slope of the line of the
load extension plot below the proportional limit. Young’s modulus is calculated from the load
increment and corresponding extension increment, between two points on the line as far apart
as possible, by use of the following equation:
∆P ∆L
E = (1)
A0 l0
where :
∆P = load increment on the segment considered
A0 = original cross-section
∆L = extension increment on the segment considered
l0 = original gauge length
2 2
∂E ∂E 2 ∂E ∂E
2 2
= u∆ P + ul 0 + u∆ L + u A0 2
2 2
u Em (2)
∂∆P ∂l 0 ∂∆L ∂Ao
2 2 2 2
l ∆P 2 ∆Pl0 ∆Pl
u Em = 0 u∆ P 2 + ul 0 + u ∆ L 2 + 2 0 u A0 2 (3)
2
A0 ∆L A0 ∆L A0 ∆L A0 ∆L
σ=P A (4)
leads to :
uσ = u 2P + u 2A = u Cell
2
+ uCaliper
2
(5)
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for a cylindrical specimen where only one caliper measurement is made (diameter of the
calibrated length),
or
uσ = u 2P + u 2A = u Cell
2
+ 2 .u Caliper
2
(6)
for a rectangular specimen where two measures are made (width and thickness of the
calibrated length), with
uCell = u CellClass
2
(7)
and
u Caliper = u CalClass
2
(8)
Load Cell:
uCell (see calculation above)
Extensometer:
u Extenso = u ExtensoCla
2
ss (9)
Caliper:
u Caliper (see calculation above)
Extensometer angular positioning: the length l0′ measured with and angular mispositioning α is
l0′ = L0 (1 − cosα ) . The error due to that mispositioning is (1− cosα ) . The uncertainty uExPos is
directly linked to α : u ExPos = sin α ≈ α when α is small (in radians) and considered within a
rectangular distribution.
Choice of limits (software or manual): If the load/extension data is obtained in numerical form,
the errors that may be introduced by plotting the data and fitting a straight line graphically to
the experimental points can be reduced by calculating the Young’s modulus from the slope of
the straight line fitted to the appropriate data by the method of least squares.
In this case, the equation for Young’s modulus fitted by the method of least squares (all data
pairs having equal weight) is:
(
E = (Σ( XY ) − KXY ) Σ X 2 − KX 2 ) (10)
Where:
Y = applied axial stress
X = corresponding strain
K = number of (X, Y) data pairs
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Σ = sum from 1 to K.
∆L
X= (11)
l0
∆L
Y= (12)
A0
ΣX
X= = average of X values (13)
K
ΣY
Y= = average of Y values (14)
K
The Young’s modulus calculated in this way depends on the quality of the data used in the
fitting, especially when the curve has no linear segment, or if the foot of the curve is non-linear
(see following figures). The value for Young’s modulus is thus directly linked to the algorithm
(software) determining the linear segment from which the calculation is made.
Stress
Stress
Strain b Strain
Fig. 1 How E depends on the segment of the stress strain curve considered.
The coefficient of determination r² indicates the closeness of the fit and is defined as follows:
ΣX Σ Y
2
2 (ΣX )2 2 (ΣY ) 2
r = ΣXY −
2 Σ X − ΣY − (15)
K
K K
and values close to 1.00 are desirable.
1
−1
V1 = 100 × r2 (16)
K −2
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uR p 0 . 2
Stress
Et
E
E
U
E +U
E-
εe 1 εe 0 εe 2 Strain
u c ( E ) = u 2E m + u Extenso
2
+ u Caliper
2
+ uα2 + V12 (17)
U E = k .u c ( E ) with k depending on the desired level of confidence (k=2 for 95% confidence)
The tangent modulus Et is calculated from a reasonable number of data pairs depending on the
acquisition rate.
The distribution of Rp0.2 depending on Young’s modulus and must be calculated in two steps:
u Eu =
(εe 2 − εe 0 )Et ×100
(18)
R p 0 .2
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R 0 .2 R
− 0.2 E t
E − U Ee
=
E × 100
u Eu (19)
R p 0.2
u El =
(εe 0 − εe1 )Et
× 100 (20)
R p 0 .2
R p 0 .2 R p 0. 2
− Et
−
u El =
E U E E ×100 (21)
R p 0 .2
2
u + u El
u C (Rp 0,2 ) = Eu + u 2Extenso + u Cell
2
2
(22)
U Rp0.2 = k.u C (Rp 0, 2 ) with k depending on the desired level of confidence (k=2 for 95%
confidence)
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Appendix B
B1. Introduction
A customer asked the testing laboratory to carry out a compression test on a 7000 series
aluminum specimen, using a 25mm long 30mm diameter cylindrical test pieces according to the
ASTM E9-89 Standard. The laboratory has considered the sources of uncertainty in its test
facility and has found that the sources of uncertainty in the compression tests are identical to
those described in Table 2 of the Main Procedure.
1 All tests were carried out according to the laboratory’s own written procedure using
appropriately calibrated compression test facility and ancillary measurement instruments.
The test facility was located in a temperature-controlled environment (21±2oC).
2 The diameter of each specimen was measured using a calibrated digital micrometer with an
accuracy of ± 0.002 mm and a resolution of ±0.001 mm. Five readings were taken,
including three at 120 degrees intervals at the center of the specimen and two readings at
locations near the ends of its parallel length.
4 The axial strain was measured using a calibrated Class 0.5 single-sided extensometer with a
nominal gauge length of 12.0 mm.
5 The error in the extensometer gauge length (due to resetting of extensometer reading at the
beginning of each test) was estimated to be ± 0.030 mm (equivalent to ± 0.25% strain).
Table B1 lists the input quantities used to produce Table B2, the uncertainty budget for
estimating the uncertainty in E and in Rp0.2.
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Table B2. Uncertainty Budget For Estimating the Uncertainty in Young's Modulus E in
compression testing at room temperature
Column No. 1 2 3 4 5 6 7 8 9
Apparatus
Table B3. Uncertainty Budget For Estimating the Uncertainty in Proof Strength, Rp0.2 in
compression testing at room temperature
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Column No. 1 2 3 4 5 6 7 8 9
Apparatus
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