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Instron Partner Operating Help

Version 8.5a
M42-14199-EN

www.instron.com i

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Table of Contents
PARTNER ............................................................................................... 1
Welcome to Partner Materials Testing Software ......................................................... 1

Getting Started .......................................................................................... 2


Starting Partner ........................................................................................................... 2 Logging In ............................................................................................................... 2 Welcome to Partner Dialog ......................................................................................... 3 Desktop Screen .......................................................................................................... 4 Toolbar ........................................................................................................................ 5 Security Setup............................................................................................................. 7 Language Settings ...................................................................................................... 9 Language Settings .................................................................................................. 9 Text Format ............................................................................................................ 9 Partner On-Line Help ................................................................................................ 10

Partner Menus ......................................................................................... 11


Partner Menus .......................................................................................................... 11 File Menu .................................................................................................................. 12 Parameters Menu ..................................................................................................... 14 View Menu ................................................................................................................ 16 Test Menu ................................................................................................................. 17 Machine Menu .......................................................................................................... 18 Transducer Menu ...................................................................................................... 19 Tools Menu ............................................................................................................... 20 Help Menu................................................................................................................. 21

Working With Test Procedures .............................................................. 22


Creating a New Procedure ........................................................................................ 22 Open a Procedure..................................................................................................... 23 Modify a Procedure ................................................................................................... 24 Save a Procedure ..................................................................................................... 25 Save a New Procedure ......................................................................................... 25 Save changes to an Existing Procedure ............................................................... 25 Save an Existing Procedure as a New File Name ................................................ 25 iii

Partner Copy a Procedure ..................................................................................................... 26

Running a Test ........................................................................................ 27


How to Run a Test .................................................................................................... 27 System Preparation .............................................................................................. 27 Specimen Setup ................................................................................................... 27 Running the Test .................................................................................................. 27 Pre-Test Screen ........................................................................................................ 29 Run-Time Parameters Dialog ............................................................................... 29 Specimen Queuing Buttons .................................................................................. 29 Status Display Panel............................................................................................. 30 Live Display Panel ................................................................................................ 30 During-Test Screen ................................................................................................... 31 Post-Test Screen ...................................................................................................... 32 Post-Test User Inputs ........................................................................................... 32 Interactive Graphics Panel .................................................................................... 32 Post-Test Results Screen ..................................................................................... 32

Test Wizard ............................................................................................. 34


Test Wizard Overview ............................................................................................... 34 Test Wizard Controls ................................................................................................ 35 Test Wizard Help Window ......................................................................................... 36

General Test (Gentest) ........................................................................... 37


Test Flow Overview .................................................................................................. 37 Four Basic Components of the Test Flow ............................................................. 37 Test Flow Controls .................................................................................................... 38 Test Flow Dialog Controls and Symbols ............................................................... 38 Modes ....................................................................................................................... 39 Zones for Test Mode............................................................................................. 39 Events Monitored During Test Mode .................................................................... 39 Zones for Standby Mode ...................................................................................... 40 Events Monitored During Standby Mode .............................................................. 40 Zones ........................................................................................................................ 41 Events ....................................................................................................................... 42 Add an Event ........................................................................................................ 42 iv

Actions ...................................................................................................................... 43 Add an Action ....................................................................................................... 43 Building a Test Flow .................................................................................................. 44 Tips for Creating an Effective Test Flow ............................................................... 44

Calculations ............................................................................................ 46
Calculations .............................................................................................................. 46 Add a Calculation.................................................................................................. 46 Modify a Calculation ............................................................................................. 46 Delete a Calculation.............................................................................................. 47 Setup Page ............................................................................................................... 48 Portrayal Page .......................................................................................................... 49 Changing the Portrayal Settings ........................................................................... 49 Tolerance Page......................................................................................................... 50 Domain Page ............................................................................................................ 51

Test Results and Data ............................................................................ 52


Open a Test Result ................................................................................................... 52 Saving a Test Result ................................................................................................. 53 Modify a Test Result ................................................................................................. 54 Printing Options ........................................................................................................ 55 Printing the graph and/or results from a single test .............................................. 55 Printing the graph and/or results from multiple tests ............................................. 55 Printing the wizard pages ..................................................................................... 55 Export a Test Result as a Text File ........................................................................... 56 Manually Export a Test Result .............................................................................. 56 Automatically Export a Test Result ....................................................................... 56 Export Test Data as a Text File................................................................................. 58 Manually Export Data Points ................................................................................ 58 Automatically Export Data Points ......................................................................... 58 Results Databases .................................................................................................... 60 How Results Get Stored ....................................................................................... 60 Create a New Results Database........................................................................... 62 Change the Active Results Database ................................................................... 63 Results Manager................................................................................................... 64 v

Partner

Reporting Options .................................................................................. 65


Excel Report Generator ............................................................................................ 65 Access Report Generator ......................................................................................... 69

What's New .............................................................................................. 72


Version 8.5a (10/2010) ................................................................................... 72 Version 8.4d (12/2009) ................................................................................... 72 Version 8.4c (10/2009) .................................................................................... 72 Version 8.4a (10/2008) ................................................................................... 72 Version 8.3a (06/2008) ................................................................................... 72 Version 8.2a (03/2008) ................................................................................... 73 Version 8.1a (02/2008) ................................................................................... 73 Version 8.0c (10/2007) .................................................................................... 73 Version 8.0a (02/2007) ................................................................................... 73 Version 7.3a (08/2006) ................................................................................... 74 Version 7.2a (06/2006) ................................................................................... 74 Version 7.1f (03/2006) .................................................................................... 74 Version 7.1e (12/2005) ................................................................................... 75 Version 7.1d (08/2005) ................................................................................... 75 Version 7.1c (07/2005) .................................................................................... 75 Version 7.1b (02/2005) ................................................................................... 76 Version 7.1a (09/2004) ................................................................................... 77 Version 7.0c (08/2004) .................................................................................... 77 Version 7.0b (06/2004) ................................................................................... 78 Version 7.0a (04/2004) ................................................................................... 78 Versions Prior to 7.0a ..................................................................................... 80

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Partner

PARTNER
Welcome to Partner Materials Testing Software
Partner is a software package that makes creating and running materials test procedures fast and easy. It takes advantage of the newest computer processors and the Windows operating system. Partner interfaces with the Instron ISRS, 3300, 5500, 5800, and 8800 controllers as well as the Mats II, a legacy SATEC controller. When connected to a Mark III digital indicator, Partner can be used for data acquisition and calculating purposes. Instron has worked hard to make Partner as easy to use as it is powerful. We've taken advantage of the Windows environment to make creating test procedures, running tests, and reviewing results as easy as pointing and clicking a mouse.

Partner

Getting Started
Starting Partner
Start Partner by double-clicking on the Partner icon seen on your desktop, or by clicking on the operating system Start button and choosing Programs \ Instron \ Partner.

Logging In
After Partner is started, it will prompt you with the "Partner Login" dialog. If this is your first time logging into Partner, there will be no user names or passwords defined. Therefore, you will need to log in by entering the following: Name: DEFAULT Password: SUPR Click OK to view the "Welcome to Partner" dialog and gain full access privileges to the Partner software. To establish user names and passwords for Partner, please see Security.

Getting Started

Welcome to Partner Dialog


Once you have started and Logged In to Partner, the first thing you will see is the "Welcome to Partner" dialog. From here you can choose one of the following options: 1. Existing... - Allows you to Open an existing test procedure. 2. Most Recently Used window - Allows you to open one of the four most recently used test procedures. This same list of procedures is found near the bottom of the File menu. 3. New... - Allows you to Create a New Test Procedure using the available procedure templates. 4. Results... - Allows you to Open a Test Result from a previous test. 5. Other - Removes the "Welcome to Partner" dialog and allows you to enter Partner without opening a procedure or results. You will then be able to view Partner's Desktop Screen.

Partner

Desktop Screen
Partner retains the look and feel of other Windows applications. Things you may have learned using Windows and Microsoft applications also apply when using Partner. DESKTOP COMPONENT
System Menu Box

DESCRIPTION
Located on the left end of the Title Bar, clicking on this icon allows you to restore, move, size, minimize, maximize or close the Partner window. Located across the top of the screen, it contains the name "Partner" as well as the name of the procedure or result that is currently opened. Located just below the Title Bar, it contains the highest level of commands available in Partner. See the Menus section for more details of individual menu commands. Located just below the Menu bar, the Toolbar displays common Partner commands that can be quickly accessed with the click of a mouse. The Toolbar can be enabled/disabled from the View menu of Partner. The large area of the Desktop is reserved for display panels to be used before, during and after testing as well as for displaying results from past tests. Located at the bottom of the Partner screen, the Status Bar provides you with information regarding active portions of the screen or actions being taken by Partner. The right-hand end displays the active database and its location. The letters "SIM" are visible if the system is in simulation mode. The Status Bar can be enabled/disabled from the View menu of Partner.

Title Bar Menu Bar

Toolbar

Procedure and/or Results Panels Status Bar

Getting Started

Toolbar

Locate a Tool Button in the table below to see its description. BUTTON NAME
Create a New Procedure Open a Procedure Save Procedure Open Results Save Results Print Preview Print Test Wizard Run-Time Parameters Next Specimen Run Test Custom Interface Pause Test End Test Disable Frame Release Extensometer Machine Hold Return to Start Go To Zone Zero One Measurement

DESCRIPTION
Allows you to select a procedure template which opens the associated Test Wizard. From here you can begin creating a new procedure. Allows you to open an existing procedure. Saves changes made to the current procedure. Allows you to open a test result from the active database and view it in Partner. Allows you to save a test result and any of its changes to the active database. Shows a print preview. Prints the graph and/or results for a single test. See Printing Options for instructions. Accesses the Test Wizard for the current procedure or test result. Accesses the Run-Time Parameters dialog, which allows you to edit inputs such as specimen dimensions and test tags both before and after a test. Returns you to the Run-Time Parameters dialog and allows you to enter the specimen information for the next test. Starts the current procedure. Available if "Enable user DLLs for this Workstation" is selected under Tools \ Configure \ Workstation ID. Contact Instron for assistance. Places the system in a position hold. Clicking Pause Test a 2nd time will resume the test. Stops the test and performs the end of test action(s) selected for the current procedure. Interrupts power to the system's pump or drive unit, stopping the frame. If a test is running when selected, the test will end and the End Test actions will NOT be performed. Opens the arms of an automatic extensometer such as an M300. Allows the user to switch to Manual Adjust while Returning to Start. Machine Hold is available before and after a test. Returns the machine to the start position of the last test. Allows you to manually force a test to go to a different control zone. Allows you to select one measurement to be zeroed and choose how it will be zeroed. Choose between "Software Zero Only", "Hardware and Software Zero" and "Zero per Transducer Setting".

Partner
Zeroes all measurement channels selected in the current procedure. Each channel will be zeroed according to the "zeroing" setting in its configuration. Runs the Access Report Generator. Runs the Excel Report Generator. Establishes or breaks communications between the software and system controller. When "On-Line", the "Status" and "Live" panels are displayed at the bottom of the screen. Opens the Partner Operating Help System.

Zero All Measurements Access Report Generator Excel Report Generator On-Line / OffLine Partner Operating Help

Getting Started

Security Setup
Partner can be configured so that users have limited access to various Partner functions. Partner security consists of "Groups" which are defined with the desired privileges and "Users" which are assigned to the appropriate "Group". Partner is installed with a default "Group" called "Supervisors". This "Group" has full access privileges. A default user with the name "Default" has been assigned to the "Supervisors" group. You must initially log into Partner as the default user. To add new "Groups" and "Users" to Partner, perform the following: 1. 2. 3. 4. 5. 6. Start Partner and log in. Remove the Welcome to Partner dialog by clicking Other. From the Tools menu, choose Configure \ Security.... Select the "Groups" tab and click Add.... Enter a "Group Name" in the "Add Group" dialog and click OK. In the "Group Setup" dialog, select user privileges from the "Available Actions" window and click Add to move them to the "Selected Actions" window. ACTION
Configure the System Edit Procedures Analyze Results Run Tests Calibrate (ISRS/3300/5500/5800/8800) Cal Check (ISRS/3300/5500/5800/8800) Change Run Time Values Change Language Advanced Editing

PRIVILEGES
Make changes to items found in the Tools \ Configure submenu. Make and save changes to procedure files. Recall past test results and edit if necessary. Open a test procedure and run a test. Cannot edit the procedure file. Perform a calibration on a transducer. Perform a calibration check on a transducer. Modify test tag inputs and specimen dimensions after a test has been run. Select a different operating language for Partner. This option grants permission to change some procedure settings that should normally not be changed. Instron recommends that this privilege not be granted unless there is a specific need for it.

7. Once all the desired actions have been selected for the group, click OK. 8. Now add a new user by selecting the "Users" tab and clicking Add User.... 9. Enter a "User Name" and "Initial Password". 10. Select the group that the user will belong to from the drop-down list. The user will have the same privileges as the selected group. 11. Click OK. The new user name and corresponding group should be visible in the "Users" tab display window. Any user can change their own password by choosing Change Password... from the Tools menu. If a password is forgotten, the user must be removed and added again with a new password. 7

Partner To log in as a new user, simply go to the Tools menu and choose Log in as Different User.... Type in the new name and password and click OK. Otherwise, restart Partner to be presented with the "Partner Login" dialog. Note: At least one user must have "Configure the System" privileges. This user will be able to add and delete other users and make configuration changes if necessary.

Getting Started

Language Settings
Partner allows you to choose what language should be used while running the software. Because changing languages can affect various settings, Partner offers several options related to languages. To make changes to these settings, go to the Tools \ Configure menu and select Language.... This will open the "Language Settings" dialog which contains the following tabs of information:

Language Settings
FEATURE
Save Data with English Labels. Language Wizard Help Settings Audio Text Text Size

DESCRIPTION
Allows you to save the column names in the database with English names regardless of the language chosen for Partner. Allows you to select a language and modify its attributes. The settings found in this group box will affect the Test Wizard Help Window. Allows you to select what language to use when playing the Help Window audio files. Allows you to select what language to use when displaying text in the Help Window. Allows you to specify the font size of the text being displayed in the Help Window.

Text Format
FEATURE
Use Unicode for: Export Results as Text Export Data Points as Text Export Results to Serial Port Mail Results and/or Data Points as Text Attachment

DESCRIPTION
Select any combination of items below that should be exported in the Unicode format. Creates a text file containing test results. Creates a text file containing data points from a single test. Sends the test results to the serial port. Allows user to email test results and/or raw data points as an attachment to the email.

NOTE: Symbols used for decimal place holders and list separators will be determined by the system's regional settings.

Partner

Partner On-Line Help


Partner offers two types of on-line Help. They include Operating Help and Reference Help and both can be accessed from the Help menu of Partner. Operating Help contains instructions on how to use the most common features and functions of Partner. It is displayed in the language currently selected for Partner and makes use of an HTML Help format. Reference Help contains very detailed information regarding all aspects of the testing system and includes diagrams, animations and screen captures. It is also HTML-based, but uses Internet Explorer as its browser. Reference Help is available in English only. F1 Context-Sensitive Help While working with Partner, pressing the F1 key will launch context-sensitive Help for the current dialog. A related topic in the Reference Help system will be displayed.

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Partner Menus

Partner Menus
Partner Menus
Click on any menu in the table below to see descriptions for each of its menu items. MENU
File Parameters

DESCRIPTION
Contains items that allow you to perform actions with test procedures, test results and result databases. Contains items that allow you to modify the current procedure or set of test results. Changes made in the Parameters menu will only affect the current test procedure or result. Contains items that allow you to determine what is displayed on the screen. Contains items that allow you to run tests. The stage of the test will determine which items are available in the menu. Contains items that affect the test frame power and communications. This menu will only be available when a procedure is opened and the system is On-Line. It contains functions that can be performed on transducers selected for the current procedure. Contains items that allow you to perform global system functions. Changes made here can affect all test procedures and/or results. Provides links to On-Line Help and the Instron Home Page.

View Test Machine Transducer

Tools Help

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Partner

File Menu
The File menu items allow you to perform actions with test procedures and/or test results. MENU ITEM
New Procedure

KEYS
Ctrl+N

DESCRIPTION
Allows you to select a procedure template which opens the associated Test Wizard. From here you can begin creating a new procedure. Allows you to open an existing procedure. Close the procedure that is currently open and remain in Partner. Saves changes made to the current procedure. Name and save a procedure that has just been created or copy an existing procedure by saving it as a different name. Allows you to open a test result from the active database and view it in Partner. Open the next test result from the active database in order by the "Unique Stamp". Open the previous test result from the active database in order by the "Unique Stamp". Close the current test result that is opened and remain in Partner. Allows you to save a test result and any of its changes to the active database. Establish a new Microsoft Access database for storing test results. Select an existing database to be the active Partner database for storage and/or retrieval of test results. Save a test result as a text-formatted file. The file can then be opened in other applications such as Microsoft Excel. See "Text Results Format" in the Parameters menu for information on defining the format of the exported file. Save the data points from a test result as a commaseparated text file. It can then be opened in other applications such as Microsoft Excel. Save a single test result as an entire database. This may be necessary when calling software support. Send the results of a test to a designated serial port. Save the graph of a test result. Save the data points from a test result as a machine "Compliance File". It can then be selected in a procedure and used for the "Corrected Position" measurement. E-mail a test result and/or its data points directly from Partner. E-mail a test result as an entire database directly from Partner.

Open Procedure... Close Procedure Save Procedure Save Procedure As... Open Result... Open Next Result Open Previous Result Close Result Save Result Create New Results Database... Change Results Database... Export \ Results as Text...

Ctrl+O

Ctrl+S

Ctrl+R Shift+Ctrl+R

Export \ Data points as Text... Export \ Result as Database... Export \ Results to Serial Port... Export \ Graph... Export \ Data as Compliance File... Mail \ Results and/or Data Points... Mail \ Result as Database...

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Partner Menus
Copy Graph to Clipboard Print Preview Print... Print Wizard Pages Print Setup... 1-4 Most Recently Used Procedures Exit Ctrl+P Copy the graph of a test result to the Windows clipboard. It can then be pasted into another application such as Microsoft Word. Show a print preview. Printout options may be configured under Parameters... Print Layout. Print the results and/or graph for the current result. Printout options may be configured under Parameters \ Print Layout. Print out the Test Wizard pages (2 per sheet) for the current procedure. Set up printer parameters. Select from the 4 most recently used test procedures. Close the Partner software.

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Partner

Parameters Menu
The Parameters menu contains items that allow you to modify the current procedure or set of test results. Changes made in the Parameters menu will only affect the current procedure or result that is opened. Some of the items available here can also be found in the Test Wizard. MENU ITEM
Test Wizard... Run-Time...

KEYS
Ctrl+W

DESCRIPTION
Opens the Test Wizard for the current procedure or test result. Opens the Run-Time Parameters dialog, which allows you to edit inputs such as specimen dimensions and test tags both before and after a test. Allows you to add, delete, or modify calculations for the current procedure or set of results. Edit Setup, Portrayal, Domain or Tolerance information for any calculation. Allows you to add, delete or modify test counters to be used in the Test Flow of a Gentest procedure. Allows you to modify how much data is being collected and retained for a given procedure. Gentest users can also add new schemes. Allows you to associate a specific database with a test procedure. Allows you to access the Interactive Graphics panel if "Interactive Graphics" is selected for a calculation's domain. The Interactive Graphics panel allows you to manually select calculation domain boundaries. A test result must be opened to use this feature. Allows you to add, modify, and delete measurements for the current procedure. Use the portrayal page to rename measurements and define their resolutions. Allows you to change the output polarity of test measurements. Measurements will display positive values for the polarity selected. Choose between "Tension" and "Compression" or "Clockwise" and "Counter-clockwise". Allows you to configure the content and format of printouts for the current procedure. Allows you to add, modify or delete safety limits for any selected measurement. When selecting a load limit on a system, you can select "Specimen Protect" as the load limit action (if your controller supports specimen protect). This helps prevent overloading a specimen when installing it in the frame prior to a test. Specimen Protect can be turned on or off from the user control panel. Allows you to select actions that will be associated with the "1" and "2" keys on a user control panel. More than one action can be selected for each key. The actions will be performed when the associated key is pressed. Allows you to select a different specimen type or modify the following parameters for the selected specimen. Change the units for specimen dimensions. Establish tolerances for dimensional inputs. Set up default dimension values or averaging for multiple

Calculations...

Counters... (Gentest Only) Data Acquisition...

Database... Interactive Graphics...

Measurements...

Polarity... (Proof and Gentest Only)

Print Layout... Safety Limits... (Specimen Protect)

Soft Keys... (5500/5800)

Specimen...

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Partner Menus
inputs. View or edit the expression used for calculating crosssectional area. Allows you to access the pages of the Test Wizard related to Test Control parameters. Allows you to access the Test Flow dialog of a Gentest procedure without opening the Test Wizard. Allows you to add, modify or delete test tags for the current procedure. You can also choose any of the following options: Specify if a response is required or optional, before or after a test. Set or clear default responses and select units for numeric test tags. Add a new test tag to the global list of test tags. Pick a selected test tag to be saved as the "Test Key" for test results generated with the current procedure. Allows you to customize Partner's display screen by changing the font size, type, color and style for the individual text panels. Select a desired panel and make changes to the Label, Value and Unit portions of the panel. Allows you to select a standard or custom format to be used when exporting results as a text file. To use a custom format, create a template file using Notepad and then select the file here. The selected format will be used if auto-exporting at the end of every test or when manually exporting from the File menu. Allows you to enter tooling heights for an EMSY test. Allows you to modify the results graph that gets displayed during and after a test. Following are some example graph options: Choose axis measurements and units. Define scaling, labels, titles, plot lines and other cosmetic features. Display a reference curve from a previous test that will be visible from the start of any test.

Test Control... Test Flow... (Gentest Only) Test Tags...

Text Displays...

Text Results Format...

Tooling... XY Graph...

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Partner

View Menu
The View menu allows you to select each of the following items to be displayed on the screen. MENU ITEM
Toolbar Status Bar During Test Entry

DESCRIPTION
Display the Toolbar on the Partner Desktop screen. Display the Status Bar on the bottom of the Partner Desktop Screen. Minimize the Run-Time Parameters dialog box during a test. You can then restore it during a test so you can enter information for the next specimen while the current test is in progress. Allows you to choose which system of units should be used for the Partner display screens. Changes here do not affect the units stored in the results database or unit selections within a test procedure file. The selection does affect both values and units that are exported to result text files (either manually or automatically). Therefore customers who use the Export/Mail Results as Text functionality should leave the selection at "As Defined by the Procedure."

Units

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Partner Menus

Test Menu
The Test menu allows you to perform various tasks relative to operating a live test. The stage of the test will determine which of the following items are available. MENU ITEM
Next Specimen Run Custom Interface

KEYS
F9 F10 F3

DESCRIPTION
Returns you to the Run-Time Parameters dialog and allows you to enter the specimen information for the next test. Starts the current procedure. Available if "Enable user DLL's for this Workstation" is selected under Tools \ Configure \ Workstation ID. Contact Instron for assistance. Places the system in a position hold. Selecting Pause a 2nd time will resume the test. Stops the test and performs the end of test action(s) selected for the current procedure. Stops the test. End of test action(s) are not performed and results are not automatically saved. You will have the option to manually save the results.

Pause End Abort

F5 F4 F8

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Partner

Machine Menu
The Machine menu contains the following items that can be used throughout the testing process. MENU ITEM
Disable Frame

KEYS
F12

DESCRIPTION
Interrupts power to the system's pump or drive unit, stopping the frame. If a test is running when selected, the test will end and the End Test actions will NOT be performed. Allows you to enter the speed to be used during manual adjustment of the frame. This setting is saved perprocedure. Establishes or breaks communications between the software and system controller. When On-Line, the "Status" and "Live" panels are displayed at the bottom of the screen. Enables power to be delivered to the frame drive or pump system. Unclamps an auto-release style extensometer. Feature is only visible on systems using this type of instrument. Clamps an auto-release style extensometer. Feature is only visible on systems using this type of instrument. Allows you to manually force a test to go to a different control zone.

Manual Adjust

On-Line

Enable Frame (ISRS/3300/5500/5800/8800) Un-Clamp Extensometer Clamp Extensometer Go To Zone

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Partner Menus

Transducer Menu
The Transducer menu is only available when a procedure is opened and the system is On-Line. It allows you to perform the following functions on transducers selected for the current procedure. MENU ITEM
Zero a Measurement...

DESCRIPTION
Allows you to select one measurement to be zeroed and choose how it will be zeroed. Choose between "Software Zero Only", "Hardware and Software Zero" and "Zero per Transducer Setting". Zeroes all measurement channels selected in the current procedure. Each channel will be zeroed according to the "zeroing" setting in its configuration. Allows you to remove the software zero from a selected measurement channel. A software zero simply zeroes the Partner display. It does not balance the transducer output signal. Allows you to set a selected measurement to a specified value. This is very useful when testing springs. Sets the load leveling factors for an EMSY system. Steps through the calibration process for the selected transducer. If the transducer contains a shunt resistor, the calibration process will be performed automatically. Otherwise, you will be prompted to manually span the instrument to the designated percentage of full scale. Allows you to check the calibration accuracy of a selected transducer. A shunt relay is activated and the live display is changed accordingly. For example, a load cell is typically shunted to 50% of full scale. Thus, you should see a load value in the live display that represents 50% of the full scale value for the cell. Extensometers are typically set to 100% of full scale. This is not considered an alternative for system verification.

Zero All Measurements

Reset a Measurement...

Set Measurement To... (ISRS/3300/5500/5800/8800) Set Load Leveling Factors... Calibrate (ISRS/3300/5500/5800/8800)

Cal Check (ISRS/3300/5500/5800/8800)

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Partner

Tools Menu
The Tools menu allows you to perform tasks that are global to the system. Changes here can affect all test procedures and/or results. System Configuration settings are established and backed up from the Tools menu. Utilities such as the Report Generators and Results Manager are also found here. MENU ITEM
Change Password...

DESCRIPTION
Allows you to establish a new password for the user currently logged into Partner. Changing a password does not change security privileges. Passwords cannot be retrieved if forgotten. Allows you to Log In to Partner using a different name and password without exiting Partner. You must first close any procedure or result that is opened. Opens the Report Generator utility that allows you to create basic results reports in Microsoft Access. Opens the Report Generator utility that allows you to create basic results reports in Microsoft Excel. Opens the Results Manager utility that allows you to delete, move or copy test results within selected databases. Allows you to back up all of the settings found in the Configure submenu. A backup should be performed at installation by the service engineer. Do NOT overwrite previous backups unless instructed to do so by Instron. Allows you to restore the contents of the "Configuration Profile Backup". Contact Instron prior to performing a configuration restore. Opens the system configuration sub-menu. Items found here contain settings specific to your testing system including transducer calibration and scaling values as well as Test Tag parameters and Security information. Most of the settings found here should not be changed without consulting Instron. Allows you to select the desired language for Partner. You must close and restart Partner for the selected language to become active. Allows you to change the unit family that is used for the initial selection of units for new items. Opens the optional Chart Generator utility that allows you to generate xbar and R charts in Microsoft Excel for SQC analysis of test results. Users can place electronic documents or shortcuts to system files in the "Tools" folder under the "Partner" folder so they can be accessed here.

Login as Different User...

Access Report Generator... Excel Report Generator... Results Manager... Configuration Profile Backup...

Configuration Profile Restore... Configure

Language Default Units Chart Generator (Optional) User-Defined Menu Item

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Partner Menus

Help Menu
The Help menu offers assistance on how to use the various components of the Partner software. MENU ITEM
Partner Operating Help Partner Reference Help Partner On-Line Resources Instron Home Page About Partner...

DESCRIPTION
Opens the Partner Operating Help System. Opens the Partner Reference Help System. Accesses helpful user tips from a web page. Your system must have an internet connection to use this feature. Links directly to Instron's home page on the World Wide Web. Your system must have an internet connection to use this feature. Displays specific system information relative to Partner. This is how you can locate your Partner serial number and version.

21

Working With Test Procedures

Working With Test Procedures


Creating a New Procedure
A new Test Procedure can be generated using one of Partner's Procedure Templates and its associated Test Wizard. To create a new procedure from a template, perform the following steps: 1. Access the "Type of Procedure" dialog using one of the following options:

Click New... on the Welcome Dialog. Click New Procedure on the toolbar. Choose New Procedure from the File menu. Press Ctrl+N on the keyboard.

2. From the "Type of Procedure" dialog, select the Procedure Template that most closely resembles your desired procedure and click OK. A description of the selected template can be seen on the right side of the dialog. Note: If you have purchased only one procedure template, the "Type of New Procedure" dialog will be bypassed and you will be placed in the default Test Wizard. 3. You will be presented with a Test Wizard that will step you through the test creation process. Each Test Wizard page will allow you to modify any default settings and add or delete available test parameters as needed. Assistance for each Test Wizard page is included in the Help Window on each page. 4. Proceed through the Test Wizard using the navigation controls at the bottom of the dialog and make sure to fill in the required information on each page. 5. When you have reached the last page of the Test Wizard, click the Finish button to retain your changes and access the Run-Time Parameters dialog. Note: You can return to the Test Wizard at any time by clicking the Test Wizard tool button , or by choosing Test Wizard from the Parameters menu.

6. It is recommended to save the procedure at this time. 7. Once saved, the name of the new procedure should appear at the top of the Partner window. Now, you should be able to Run a Test. Note: Additional features for modifying a test procedure can be found in the Parameters menu.

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Working With Test Procedures

Open a Procedure
To run a test or to modify a test procedure, you will first need to open a procedure. There are several ways to do this. Your location in the software may dictate which of the following methods you use: 1. Access the "Open" dialog using one of the following options:

Click Existing... on the Welcome Dialog. Click Open Procedure on the toolbar. Choose Open Procedure... from the File menu. Press Ctrl+O on the keyboard.

2. From the "Open" dialog, locate and select the desired test procedure. Click Open to open the procedure.

---------OR-------1. Bypass the "Open" dialog by selecting a procedure from the "Most Recently Used" window on the Welcome Dialog. With a procedure selected, click Existing... or simply double-click the procedure name to open it. You can also open a procedure directly by choosing its name from the "Most Recently Used" list at the bottom of the File menu. Note: Only one procedure can be opened at a time. When opening a procedure, any procedure or result that is already open will be closed automatically. If changes were made, the user will be prompted to save the changes.

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Partner

Modify a Procedure
Occasionally, you may need to make changes to your test procedures. There are two primary ways to modify a procedure. Changes can be made through the Test Wizard, or specific items can be chosen and modified from the Parameters menu. To make any changes, you must first open the procedure. The Test Wizard provides a simple means for scrolling through the test setup and making changes where desired. To return to the Test Wizard of a procedure, choose Test Wizard from the Parameters menu, or click Test Wizard on the toolbar. Once changes have been made in the Test Wizard, click Finish to accept the changes. The Parameters menu allows you to access many other procedure parameters that may not be found in the Test Wizard. Any changes made through the Parameters menu items only affect the test procedure that is currently opened. After modifying a test procedure, it is recommended to save the procedure.

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Working With Test Procedures

Save a Procedure
Once you have created a new procedure or modified an existing procedure, you will probably want to save your changes. You can save the changes and retain the existing name of the procedure or you can save the changes under a new name, thus retaining the original procedure without any changes.

Save a New Procedure


1. Choose Save Procedure from the File menu or click Save Procedure on the Toolbar. 2. In the "Save As" dialog, enter the name you desire for the procedure. Select the location where you want the file saved. By default, procedures get saved to the "Procedures" folder of the "Partner" directory. 3. Click Save to save the procedure. The procedure name should now be visible at the top of the Partner screen.

Save changes to an Existing Procedure


1. Choose Save Procedure from the File menu or click Save Procedure on the Toolbar. 2. Since the procedure file already existed, the changes are simply saved to the current file.

Save an Existing Procedure as a New File Name


1. For step-by-step instructions, please see Copy a Procedure.

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Partner

Copy a Procedure
Existing test procedures can be copied and modified to easily generate new procedures. To copy a procedure, perform the following steps: 1. 2. 3. 4. 5. Open the procedure that you wish to copy. From the File menu, choose Save Procedure As... In the "Save As" dialog, enter the desired name in the "File name" field. Make sure the correct "Save in" folder is selected. Click Save to copy and save your existing procedure under the new name. The original procedure still exists, unchanged. 6. You should see the new procedure name at the top of the Partner window. At this point, you can begin modifying the procedure. Note: You may also copy and rename a procedure (.prc) file within Windows Explorer.

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Partner

Running a Test
How to Run a Test
Once you have created or modified a test procedure, it can be used to test a specimen. Before running tests on actual specimens, it is recommended that any new or modified procedure be run on some trial specimens to make sure the procedure functions as desired. The process for running a test procedure is generally the same regardless of the application. Follow the steps below to run a test with Partner:

System Preparation
1. Make sure your load frame and controller have been properly installed by a qualified service technician. Familiarize yourself with the testing system and all related hardware. Refer to all system Operating Instruction manuals for proper start up sequence and safety warnings. 2. Start up the system and open the procedure you would like to run. 3. Verify that your system is On-Line by making sure you can manually adjust the Test Frame. Partner's Pre-Test Screen should be visible at this time. 4. Make sure the proper grips/fixtures are installed in the Test Frame.

Specimen Setup
1. Make any required specimen measurements and enter the information into the appropriate fields in the Run-Time Parameters dialog. 2. Enter all Test Tag information requested in the Run-Time Parameters dialog. This may include specimen details such as lot numbers, part numbers, hardness values, etc. 3. Install the specimen into the Load Frame making sure it is aligned properly. 4. Attach/align any required strain transducers. 5. Perform any manual zeroing of transducers that may be required for your test. Note: Partner can be configured to Auto-Zero measurements at the start of a test. Make sure there is not a pre-load on the specimen if you are using the Auto-Zero feature found in the Test Wizard. This could affect the test results. 6. The current readings for all selected transducers can be monitored on the "Live" display panel found on the lower, right-hand corner of the Partner Pre-Test screen.

Running the Test


1. Click Check Procedure on the Run-Time Parameters dialog. Any setup errors will be displayed in the window on the right-hand side of the dialog. 2. Once there are no errors, you are ready to run the test. 3. Make sure proper safety precautions are being followed and then start the test by clicking Run Test on the Run-Time Parameters dialog. Tests can also be started 27

Partner

by choosing Run from the Test menu, by clicking Run Test on the Tool Bar, or by pressing the F10 key on the keyboard. 4. Once the test is started, Partner's During-Test Screen will be displayed. Note: Consult applicable test standards for details on specimen preparation and testing requirements.

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Running a Test

Pre-Test Screen
The Pre-Test Screen is comprised of the Run-Time Parameters dialog, the Status display panel and the Live display panel. The "Status" and "Live" display panels will only be visible when the system is On-Line.

Run-Time Parameters Dialog


Below is a table that includes the primary features of the Run-Time Parameters dialog. These are the features that are typically used when running a test. FEATURE
Parameter Value Units Run Test Check Procedure

DESCRIPTION
Lists the test parameters selected in the procedure. Parameters can include specimen dimensions, test tags, calculation variables or transducer settings. Allows the user to input values/responses for each test parameter. Displays the units associated with numeric test parameters. Starts a test. Displays an updated list of any setup errors in the errors window. If there are no errors, a message indicating "Partner is ready to run a test with this procedure" will be displayed. Contains a list of any errors that might exist in the procedure setup. Update the list by clicking Check Procedure.

Errors Window

Specimen Queuing Buttons


Also available from the Run-Time Parameters dialog, Specimen Queuing (Stacking) allows you to enter specimen parameters for up to twenty specimens prior to running any of the specimens. This can be useful when running group samples that are made up of multiple specimens with similar parameters. The table below lists each of the Specimen Queuing buttons and their functions. BUTTON NAME
New Specimen First Specimen Previous Specimen Next Specimen Last Specimen Delete Specimen

FUNCTION
Add a specimen to the end of the queue. The words "Specimen X of Y" appear at the top of the dialog to indicate which specimen you are viewing in the queue. The specimen parameters are blank except for any default parameters that have been set. Switch the displayed specimen to the first specimen in the queue. "Specimen 1 of Y" appears at the top of the dialog. Switch the displayed specimen to the specimen immediately preceding the current one. Switch the displayed specimen to the specimen immediately following the current one. Switch the displayed specimen to the last specimen in the queue. For example, "Specimen 5 of 5" appears at the top of the dialog if there are 5 specimens in the queue. Remove the specimen currently being displayed from the queue. Remaining specimens in the queue will shift accordingly.

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Assign the input of a parameters value field as the new default for that parameter. The parameter that contains the cursor is the one whose default will be set. Defaulted values will remain in the parameter field when adding new specimens. Display a dialog box asking if you would like to set new defaults for test tags only or for all parameters. If "test tags only" is selected, the current values for all test tags will be assigned as the new default values for all new specimens. Defaulting "all parameters" will set the defaults of all the parameters for new specimens to whatever values are currently in the displayed specimen.

Assign New Default

Assign All New Defaults

Status Display Panel


The "Status" panel provides you with system information that can be useful when troubleshooting a procedure or system problem. For example, the "Task" line indicates which zone of the test procedure is currently active. During a test, this panel allows you to make sure the procedure is running as expected.

Live Display Panel


The "Live" panel displays real-time values for all the selected measurements in the procedure. This panel is only visible when the system is On-Line. Each of the text displays can be modified to display in different fonts and colors.

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Running a Test

During-Test Screen
During a test, Partner's screen will change to display the following six panels of information. The panel borders can be dragged to re-size each of the panels. Each of the text displays can be modified to display in different fonts and colors. GRAPH
The XY graph will be displayed in the upper, lefthand corner of the screen. Settings for the XY Graph can be modified under the Parameters menu.

DURING TEST RESULTS


The results of calculations being performed during the test will be displayed in the upper, right-hand corner of the screen.

RATES
The rates for each selected measurement will be displayed in the middle, left-hand side of the screen. Rate algorithm settings can be modified under the Measurements selection of the Parameters menu.

PEAKS
The peak value for each selected measurement will be displayed in the middle, right-hand side of the screen. Peak values are updated from the beginning of each test.

STATUS
System status information is displayed in the lower, left-hand corner of the screen anytime a procedure is opened and the system is On-Line.

LIVE
The live values for each selected measurement will be displayed in the lower, right-hand corner of the screen anytime a procedure is opened and the system is On-Line.

If a removable transducer is being used, you may be prompted with a pop-up dialog and audible instructions during the test, letting you know when to remove the instrument. Once a test has ended, Partner's Post-Test Screen will be displayed.

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Post-Test Screen
Once a test has ended, Partner's screen will change again. Depending on the test procedure, you may get prompted with some of the following dialogs.

Post-Test User Inputs


At the end of a test, a basic version of the "Run-Time Parameters" dialog may be displayed requiring some additional user inputs. Such inputs could include calculation variables such as "Post-Test Punch Length" or test tags that are designated to be prompted for after the test. Simply enter the requested information and click OK to continue.

Interactive Graphics Panel


If a calculation has its domain defined using interactive graphics, the "Interactive Graphics" panel will be displayed at the end of the test. You will be able to select the "lower" and "upper" boundaries for each calculation domain listed. As you scroll the point locator, the X and Y values of the selected point will be displayed on the panel. When you are finished, click OK to close the panel and see the results screen. You can access the "Interactive Graphics Panel" again by selecting Interactive Graphics from the Parameters menu.

Post-Test Results Screen


Ultimately, you will arrive at the Partner Results Screen. At the completion of a test, the Results Screen is comprised of the following panels of information. GRAPH
The XY graph will be displayed in the upper, lefthand corner of the screen. Settings for the XY Graph can be modified from the Parameters menu.

TEST RESULTS
All final calculation results and specimen dimensions will be displayed in the upper, righthand corner of the screen. If using Gentest, items such as test counters, marked measurements and recorded measurements may also be displayed here. All of this information is stored in the results database.

TEST SUMMARY
Test summary information replaces the "Rates" display. Items such as the test counter, test dates and times, test tags, procedure name, tested by (who was logged in) and workstation identification are displayed here. All of this information is stored with the test results in the results database.

PEAKS
The "Peak" display panel becomes blank at the end of a test.

STATUS
System status information is displayed in the lower, left-hand corner of the screen anytime a procedure is opened and the system is On-Line.

LIVE
The live values for each selected measurement will be displayed in the lower, right-hand corner of the screen anytime a procedure is opened and the system is On-Line.

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Running a Test The Graph, Test Results, and Test Summary information can be printed by clicking Print on the Toolbar or by choosing Print from the File menu.

To return to the Run-Time Parameters Dialog to run another test, click Next Specimen on the Toolbar or choose Next Specimen from the Test menu. If changes have been made to the results, you will be prompted to save your changes. Note: Any changes made to test result parameters while on the Post-Test Results screen will affect both the current test result and the active test procedure.

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Test Wizard

Test Wizard
Test Wizard Overview
Each procedure type has a Test Wizard associated with it to help you create a test procedure. For example, if you select the "All-Purpose Tensile" type of new procedure, you will be placed in the "Tensile Test Wizard" and will be prompted for items associated with standard tensile testing. All Test Wizards are comprised of the same basic elements. Following is a list of the general information you may need to provide while stepping through a Wizard:
Specimen Type Select a specimen geometry. The operator will be prompted for dimensions shown in the Help Window on the left side of the dialog. These dimensions will be used to calculate the specimen area. The area is required when measuring Stress. Select which items you want associated with the results of this test. All test tag information is saved in the database with the test results. Pick a selected test tag to be saved as the "Test Key" for test results generated with the current procedure. Select which test polarity will display positive measurement values. Select which measurements you want taken during a test. Measurements are recorded as data points and are then available for calculations. If more than one method is available for taking a measurement, you will need to select which method/instrument should be used for the measurement. Select which calculations need performed for the test from the available calculation libraries. For each calculation chosen, you can customize the label, units and resolution associated with the calculation result. Many calculations require you to designate a domain or region of data on which the calculation should act. Some calculations such as Young's Modulus may require additional setup information. Most Test Wizards allow you to set up auto-zeroing of measurements, a soft-start (preload) control zone, test speed(s), transducer removal information and end of test detection criteria and actions. The Gentest (General Test) wizard provides you with a "Test Flow" dialog which allows for custom test building. Select the measurements to be used for the X and Y axes of the results Graph.

Test Tags

Polarity (Gentest and Proof Only) Measurements Measurement Method

Calculations Calculation Portrayal Calculation Domain Calculation Setup Test Control Information Test Flow (Gentest Only) XY Graph Trace

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Test Wizard

Test Wizard Controls


Each Test Wizard page contains several controls which allow you to navigate the Wizard pages easily. CONTROL
<< Back Next >> Finish Cancel

FUNCTION
Accelerator button that will return the Test Wizard to the previous section of setup information. Returns the Test Wizard to the previous page. Advances the Test Wizard to the next page. Accelerator button that will advance the Test Wizard to the next section of setup information. Closes the Test Wizard and retains any changes that were made. Closes the Test Wizard without retaining any changes that may have been made.

To use any Test Wizard, simply fill in the required information on each page and choose Next at the bottom of the dialog to proceed to the next page. A Help Window for each Wizard page is available on the left-hand side of the dialog. When you finish going through the Test Wizard and you want to retain any changes made, click Finish. If you don't want the changes retained, click Cancel to exit the wizard. Note: Once you finish stepping through the Test Wizard, you should save your procedure. Additional features for editing procedures can be found in the Parameters menu.

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Partner

Test Wizard Help Window


Help for the Test Wizard can be found on the left-hand side of each Test Wizard page. The Help Window contains useful diagrams or animations that present information about the Test Wizard page being viewed. Regardless of the content, each Help Window consists of the following set of controls. CONTROL FUNCTION
The Play button will run an animation or change drawing views in the Help Window. The Pause button will replace the Play button during an animation. It allows you to pause and resume an animation. The End button allows you to stop an animation. The Text button allows you to enable/disable the text box that will display the text associated with an animation at the bottom of the Help Window. The Audio button allows you to enable/disable the audio associated with an animation. The Full-Screen button allows you to enlarge the Help Window so that it fills the entire screen. The Exit View button is available when viewing in "Full-Screen" mode. It allows you to return to the Test Wizard.

Exit View

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Partner

General Test (Gentest)


Test Flow Overview
General Test (Gentest) is a purchased option for Partner. Therefore, you may or may not have it on your system. To work with the "Test Flow" and Gentest, you must select the "General Test" type of procedure when creating a new procedure. The "Test Flow" dialog is the area of a Gentest procedure that allows you to establish the test control parameters. Test control sequencing, speeds, feedback control, event checking and data acquisition schemes are all part of the "Test Flow". These features allow you great flexibility when designing a procedure. The "Test Flow" is comprised of four basic components called modes, zones, events and actions. Understanding how these four components work together is the key to understanding how to build an effective "Test Flow". It is also important to understand that the "Test Flow" components are not necessarily carried out in sequence from Top to Bottom in the "Test Flow" dialog.

Four Basic Components of the Test Flow


COMPONENT
Mode Zone

DESCRIPTION
There are always two Modes, Standby Mode and Test Mode. Standby Mode is active between tests. Test Mode is active during a test. Enables you to break down a Mode into smaller regions of control. Each Mode can have multiple zones. The total number of zones allowed is 40. Events and actions are used to proceed from one zone to the next. A condition that is monitored for the purpose of triggering an action or group of actions. Events can be monitored during a specific zone, during a mode or globally, anytime the procedure is opened. Nine event types are available for user selection. Defines what happens when an event monitored becomes true. At least one action needs to be associated with each event. 25 action types are available for user selection.

Event

Action

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Partner

Test Flow Controls


The "Test Flow" dialog contains several controls along the right-hand side of the window as well as controls within the flow tree. There are also symbols and mouse clicks that can be helpful when using the "Test Flow".

Test Flow Dialog Controls and Symbols


ITEM
OK Cancel Help Add... Delete Modify... Copy Tree Print...

DESCRIPTION
Saves any changes made to the "Test Flow" and closes the window. Closes the "Test Flow" without saving any changes. Accesses Partner's On-Line Reference Help System. Adds a zone, event or action depending on which group is selected. Removes the selected zone, event or action from the "Test Flow". Make changes to the setup information for the selected zone, event or action. Copies the "Test Flow" to the Windows Clipboard. You can then paste it into another application such as Microsoft Word or Paint. Sends the "Test Flow" to a system printer. A group of similar components in the "Test Flow" is represented by a cluster of 3 small circles. Some examples of similar components could be "Zones for Test Mode" or "Events monitored during a zone". An individual component within a group is represented by a single, large circle. Some examples of individual components could be a "Level Event" or a "Go To Zone" Action. Expands/collapses a group to show or hide its individual components. Also note that the (*) key on the numeric keypad will expand everything within a selected group and the (-) key on the numeric keypad will collapse everything within a selected group. Single-clicking the left mouse button on a group or component will select or highlight it. Double-clicking the left mouse button on a group will allow you to add a new component to the group. Double-clicking the left mouse button on an component will let you modify the component. Components can also be dragged and dropped using the left mouse button. Right-clicking on a group or an component will display a selection menu. The Add, Delete, and Modify functions are found in this menu. Dragging and dropping with the right mouse button depressed will display the options, "Move Here" and "Copy Here". This makes it easy to copy repeated components such as zones or events.

+/-

Left Click

Right Click

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General Test (Gentest)

Modes
Test Mode and Standby Mode are always in the Test Flow of Gentest and they cannot be deleted or added. The "Test Mode" is active during a test and the "Standby Mode" is active between tests. By default, when a procedure is opened, it is in "Standby Mode". Once "Run Test" is activated, the procedure should be placed in "Test Mode". It is up to you to make sure this happens. Each mode contains Zones and Events that are specific to that mode. For example, the "Standby Mode" contains two prebuilt "Zones for Standby Mode" and two prebuilt "Events Monitored During Standby Mode". The following tables break down each mode and their corresponding prebuilt Zones and Events.

Zones for Test Mode


ZONE
Added by Test Creator

DESCRIPTION
There are no prebuilt "Zones for Test Mode". These zones need added by the designer of the test. See Zones for information on how to add zones to the "Test Flow".

Events Monitored During Test Mode


EVENT
Frame Power is Cleared

DESCRIPTION
Looks for the frame power to be turned off. Event cannot be deleted. Looks for the increase limit switch to be tripped. Event cannot be deleted. Looks for the decrease limit switch to be tripped. Event cannot be deleted. Looks for the manual jog increase button to be pushed during a test. If it is, the test will be aborted. Looks for the manual jog decrease button to be pushed during a test. If it is, the test will be aborted. Looks for a specimen "break" to occur anytime during a test. This event may need modified or deleted depending on the test sequence.

ACTION(s)
Abort Test - Triggers the "Abort Test Detection Event". Log Abort Message - Logs the abort message, "The frame was turned off." Log Abort Message - Logs the abort message, "The increase frame limit was tripped." Log Abort Message - Logs the abort message, "The decrease frame limit was tripped." Abort Test - Triggers the "Abort Test Detection Event". Log Abort Message - Logs the abort message, "The manual adjust increase button was pushed." Abort Test - Triggers the "Abort Test Detection Event". Log Abort Message - Logs the abort message, "The manual adjust decrease button was pushed." End Test - Ends the test and triggers the "End Test Detection Event".

Increase Limit is Set Decrease Limit is Set Manual Adjust Increase is Set Manual Adjust Decrease is Set Break Detection Event

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Partner
End Test Detection Event Looks for an "End Test" action to occur. Go to Manual Control Zone - Tells the test flow to switch to the "Manual Control" Zone in Standby Mode. This action can be modified so the "Test Flow" goes to the "Return to Start" zone at the end of a test before switching to "Manual Control". Record End of Test Time - Records the End Time of the test. This time gets saved with the test results. Record End of Test Date - Records the End Date of the test. This date gets saved with the test results. Go to Manual Control Zone - Tells the "Test Flow" to switch to the "Manual Control" Zone in Standby Mode. This causes the machine to stop moving and the test to end. Display Abort Messages - Displays any abort messages that have been logged.

Abort Test Detection Event

Looks for an "Abort Test" action to occur.

Zones for Standby Mode


ZONE
Manual Control

DESCRIPTION
Holds the machine at its current position between tests. This zone cannot be deleted and does not need any modifications. This zone becomes active at the end of a test or after "Return to Start" has completed. Returns the machine to its original starting position that was marked at the beginning of the test. This zone is only used if the "Go to Zone" action for the "End Test Detection Event" is directed to the "Return to Start" zone.

Return to Start

Events Monitored During Standby Mode


EVENT
Pre-Start Detection Event

DESCRIPTION
Becomes true as soon as the "Run Test" command is issued. This Event cannot be deleted. Also becomes true at "Run Test". Associated actions are executed immediately after the "Pre-Start Detection Event" actions are executed.

ACTION(s)
Zero all Measurements - This prebuilt action zeroes all selected measurements. If this is not desired, simply delete the action. You can also add other actions here that need executed at the start of the test. Go to First Zone - After adding the "Zones for Test Mode", select which one should be first in the test sequence. Record Start of Test Date - Records the Start Date of the test. This date gets saved with the test results. Record Start of Test Time - Records the Start Time of the test. This time gets saved with the test results. Mark Position as "Start Position" - Marks the position at the beginning of the test. This is the position that the "Return to Start" zone will use for its return point.

Start Detection Event

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General Test (Gentest)

Zones
Zones represent different control segments of a test. Therefore, if the test needs to change speed, direction, or feedback control, a new zone must be added to the Test Mode. A total of 40 zones are allowed in the Test Flow and any zone can be repeated multiple times during a test. The first step in building a "Test Flow" is to add all the "Zones for Test Mode". There are four types of control available in a zone: 1. Hold Current Level - This selection tells the controller to hold the control measurement as it was when the zone was entered. 2. Rate - This control type simply tells the controller to move at a certain rate. The user does not specify an endpoint. 3. Rate to Hold Level - The "Rate to Hold Level" option is used to specify a level to hold and a rate at which this level should be approached. 4. Rate through Level - This option is similar to the Rate option. However, Partner automatically picks the polarity of the rate so that the machine goes through the specified level. It differs from the "Rate to Hold Level" selection in two ways: the Level Measurement does not have to be the same as the Control Measurement and the frame does not hold at the specified level; it just keeps moving.

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Partner

Events
Events are specific sets of conditions that can be monitored by Partner. For example, a level event could look for load to reach a value of 1000 lbf. An event can be added to various regions of the Test Flow. "Events monitored during Test Mode" are only monitored while a test is in progress. "Global Events" get monitored anytime the procedure is opened. Events can also be added to a specific zone of the test so they will only be monitored if that zone is active. The "Test Flow" allows the user to select from a list of nine different event types. The following steps explain how to add an event to the "Test Flow".

Add an Event
1. Decide where the event should be monitored. This is where the event should be added to the "Test Flow". Select the "Events monitored during..." group within a specific Mode or Zone and click Add.... If adding a Global Event, select the "Global Events" group and click Add.... 2. In the "Event Type" dialog, select an event type to view its description on the right side of the dialog. Select the desired event type from the list and click OK. 3. Each event will require you to provide setup information for the event. For example, a level event requires you to choose the measurement to be monitored and a comparison to be selected, such as "Equal to". You must also enter the value of the level and choose the appropriate units. The "Zone Entry" event does not require any setup information. When you are finished with the event setup, click OK. The new event should be visible in the "Test Flow". 4. Multiple events can be added to the same location in the "Test Flow". For instance, you may wish to add several events to one zone. It is okay to do this and all events will be monitored simultaneously when the zone becomes active. 5. Once an event has been added, it is necessary to add at least one action for the event. An event will have no effect on the test unless an action is associated with it. To add actions, please see Actions. Note: The physical order of events within a mode or zone does not dictate the order in which they are monitored. All events within the same mode or zone get monitored simultaneously.

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General Test (Gentest)

Actions
Actions work together with events to give the Test Flow great flexibility. An event will have no effect on a test without an associated action. You must decide which actions should get performed when events become true. Partner allows you to choose from a list of 25 different actions. Multiple actions can be added to the same event. When the event becomes true, all actions associated with the event will be executed. The following steps explain how to add an action to an event.

Add an Action
1. Locate the Event for which you wish to add an action. 2. Select the "Actions" group under the Event and click Add.... 3. In the "Action Type" dialog, select an action type to view its description on the right side of the dialog. Select the desired action type from the list and click the OK button. 4. Most action types require some additional setup information. For example, the "Go to Zone" action requires you to select which "Zone to switch to" when the action is executed. When you are finished setting up the action, click OK. The new action should be visible in the "Test Flow". 5. Multiple actions can be added to the same location in the "Test Flow". For instance, you may wish to execute several actions off of one event. It is okay to do this and all actions will be executed simultaneously when the event becomes true. Note: The physical order of actions under an event does not dictate the order in which they are executed. All actions will get executed simultaneously regardless of order. However, some actions will take precedence over others. For example, a "Zero a Measurement" action will execute prior to a "Play a Wave File" action.

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Building a Test Flow


There are many approaches to building an effective "Test Flow" and there is usually more than one way to design a specific test. The great flexibility of the "Test Flow" allows for infinite combinations of zones, events and actions. The following list of tips and hints are intended to assist a test designer with the "Test Flow" creation process.

Tips for Creating an Effective Test Flow


1. Always begin by developing a test plan. Make sure you know exactly what the test should do before attempting to build the "Test Flow". This will help you decide how many zones are required, what events should be used and what actions to take. 2. Add all zones first. Then add events and actions. 3. Expand "Events Monitored during Standby Mode". Look at the actions for the "Pre-Start Detection Event". By default, the action "Zero All Measurements" is found here. If you do not wish to zero all the measurements at the start of the test, simply delete the action. If you need to zero some measurements at the start of the test, you can add a "Zero A Measurement" action under the "Pre-Start Detection Event". You can then choose which measurement should be zeroed. 4. Look at the "Start Detection Event". Select the "Go to First Zone" action and click Modify.... Select the appropriate zone for the "Zone to switch to". This will be the first active zone of the test. 5. Expand the zone chosen in step 4. Add any required events and actions to this zone. A "Go to Zone" action will need added to make the test switch to another zone. 6. Proceed through all of the "Zones for Test Mode" in the same manner, adding events and actions to each. 7. You must tell Partner when to start retaining data. To do this, the "Change Data Acquisition Scheme" action will need added to the desired zone and event. Select "History" as the scheme. This will tell Partner to begin retaining data for plotting the graph and performing calculations. Custom schemes can be added by selecting Data Acquisition from the Parameters menu. 8. If any transducers, such as an extensometer, need removed during the test, you can make use of the "Pause Test", "Lock a Measurement", "Pop Up Message" and "Play a Wave File" actions to make this process easier for the operator. 9. An "End Test" action will need added to the event that determines when the test should stop. There may be more than one event that causes the test to end. An "End Test" action will trigger the "End Test Detection Event" found under "Events Monitored During Test Mode". 10. Expand the "End Test Detection Event" under "Events Monitored During Test Mode". By default, the "Go to Zone" action is set to the "Manual Adjust" zone. If you want the test to automatically return to start you must modify the "Go to Manual Adjust" action to "Go to Return to Start". 11. If the test is designed to cycle the specimen, it may be necessary to remove or modify the default "Break Detection Event" found under the "Events Monitored During Test Mode". 44

General Test (Gentest) 12. The "Increment a Counter" action, and the "Counter" event can be used to repeat the same sequence of zones multiple times. To add a new counter to the test flow, see Counters under the Parameters menu.

45

Partner

Calculations
Calculations
Partner includes several pre-defined calculations. Calculations can be added to a test procedure so the results can be seen immediately following a test. Calculations can also be added to archived test results by opening the result in Partner and modifying it. It is possible to add calculations from within the Test Wizard. Additional options related to calculations can be found in the Parameters menu under Calculations.... Choose from the following topics for instructions on working with calculations:

Add a Calculation
1. Go to the Parameters menu and choose Calculations.... 2. From the "Calculations" dialog, click the Add... button. 3. In the "Add Calculation" dialog, you will see the "Available Calculations" list. The calculations are separated into groups known as libraries. Each library is a purchased option. Therefore, the available list is dependant upon what was purchased for your system. Find the desired calculation in the list and click OK. 4. A dialog will appear with the name of the selected calculation at the top of the dialog. The dialog may contain the following tabs: Setup Portrayal Tolerance Domain 5. When you are finished setting up the calculation parameters associated with each tab, click OK. The calculation should now be visible in the "Calculations" dialog. 6. When you are finished adding calculations, click OK to retain the changes made.

Modify a Calculation
1. Go to the Parameters menu and choose Calculations.... 2. From the "Calculations" dialog, select the calculation that you wish to modify and click Modify.... 3. A dialog will appear with the name of the selected calculation at the top of the dialog. The dialog may contain the following tabs: Setup Portrayal 46

Calculations Tolerance Domain 4. When you are finished modifying the calculation parameters associated with each tab, click OK to return to the "Calculations" dialog. 5. When you are finished modifying the calculations, click OK to retain the changes made. 6. Modifications made here only affect the calculation for the currently opened procedure or results.

Delete a Calculation
1. Go to the Parameters menu and choose Calculations.... 2. From the "Calculations" dialog, select the calculation that you wish to delete and click Delete. 3. When asked, "Are you sure you want to delete the selected Item(s)?, click Yes to delete the calculation. 4. The calculation should no longer be visible in the "Calculations" dialog. 5. When finished deleting calculations, click OK to retain changes made. 6. The calculation(s) deleted are only removed from the currently opened procedure or results.

Note: Calculations can also be added, modified or deleted from within the Test Wizard. You can enable/disable calculation "Tolerance", "Portrayal" and "Domain" pages for the Test Wizard. These settings can be modified by going to Tools \ Configure \ Wizard Options....

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Partner

Setup Page
Some calculations in Partner require specific "Setup" information from the user. For example, the Young's Modulus calculation requires the Y and X axes to be defined. There is also an option that allows it to be calculated and displayed during the test. The Offset Yield calculation requires a modulus to be selected and an offset value to be entered. The slope of the chosen modulus and the offset value get used when calculating the Offset Yield. It too includes an option that allows it to be calculated and displayed during the test. If a "Setup" page is available, enter any required setup information and then select the Portrayal tab. Note: Calculation "Setup" pages can also be found in the Test Wizard.

48

Calculations

Portrayal Page
Calculations in Partner may have one or more "Results" associated with them. The "Portrayal" page allows you to adjust settings that will affect how each of these results is displayed in Partner and how each is saved to the results database. SETTING
Calculation Result

DESCRIPTION
This list box displays all the results for a given calculation that can be selected for display in the "Results" screen of Partner. A check in the box next to a result indicates that the result will be included on the "Results" screen at the end of the test. Enter a label for the result. Partner will create a default label that can be modified. Select the desired units to be used for the result. Uses the system default resolution for a chosen result. Enter a custom resolution value to be used for the chosen result. Specify the number of active digits to be displayed in a chosen result.

Label (Portrayal) Units (Portrayal) Default (Resolution) Custom (Resolution) Limit Active Digits (Resolution)

Changing the Portrayal Settings


1. Select a result in the "Calculation Result" list box. If the settings are grayed out, make sure the check box next to the result is selected. 2. In the "Portrayal" group box, enter a label that will be used when displaying the result in Partner. This label will also be used when storing the result to the result database. 3. Select the appropriate units to be used for the result. The units selected here will also define the units in the "Resolution" group box. 4. In the "Resolution" group box, define the resolution for the result. Select the "Default" setting, or select "Custom" to specify a desired resolution. For example, entering a custom resolution of 10 would cause the result to be rounded to the nearest multiple of 10. 5. Select the checkbox "Limit active digits to" in order to define the number of active digits that should be used when displaying the result. 6. If more than one result is selected in the "Calculation Result" list, highlight another result and repeat steps 1 through 5. 7. When finished, click OK to retain any changes made. Note: The "Wizard Options" dialog allows you to enable/disable calculation "Portrayal" pages for the Test Wizard. These settings can be modified by going to Tools \ Configure \ Wizard Options....

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Partner

Tolerance Page
The "Tolerance" page allows you to define criteria that Partner will use for determining if a calculation result meets a desired value or range of values. SETTING
Calculation Result

DESCRIPTION
This list box displays all the results chosen on the Portrayal page for the given calculation. Click on a result for which you wish to set a tolerance. Select the desired tolerance type from the drop-down list. The selected calculation result will not be evaluated for a tolerance. Set up a maximum and/or minimum tolerance value that "The Results Must Be" within. Select this option if you wish to set a maximum allowed tolerance. Choose the comparison type and enter a value and units. Select this option if you wish to set a minimum allowed tolerance. Choose the comparison type and enter a value and units. Enter the desired nominal value for the result. Select the appropriate units. Enter the acceptable range above (+) and/or below (-) the nominal value. These values will use the same units selected for the nominal value. Enter the desired nominal value for the result. Select the appropriate units. Enter the acceptable range above (+) and/or below (-) the nominal value. These values will be expressed as a percent of the nominal value. This group box contains settings that allow you to define what notation is used with the result on the results page to indicate if the result passed or failed the tolerance. A different notation can be set up to indicate if the result is "High", "Good" or "Low". Determines the color of the result on the results page. For example, the "High Result Color" could be set to Red. If the result is above the allowed tolerance, it will be displayed in Red on the results page of Partner. Enter text or a symbol that will be displayed in front of the result value on the results page. For example, the word "Pass" could be entered as a prefix for a "Good Result". Enter text or a symbol that will be displayed after the result value on the "Results" screen. For example, the word "Low" could be entered as a suffix for a "Low Result".

Tolerance Type None Value Range Less Than (or equal to) Greater Than (or equal to) Nominal Value

Nominal Value by %

Notation (High, Good and Low)

Result Color

Prefix

Suffix

Note: The "Wizard Options" dialog allows you to enable/disable calculation "Tolerance" pages for the Test Wizard. These settings can be modified by going to Tools \ Configure \ Wizard Options....

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Calculations

Domain Page
The "Domain" for a calculation defines the set of data that will be available to compute the calculation. In other words, the "Domain" settings tell Partner "where" in the test data to perform the calculation. Not all calculations have Domain pages. For example, the Offset Yield calculation does not require a domain to be defined. When a "Domain" page is available, it contains four basic options for defining the domain. DOMAIN DEFINED BY:
Entire Data Set Defined Points

DESCRIPTION
Uses all data collected during the test to complete the calculation. No user setup is required. Numerically define the beginning and/or end points of the domain. Unchecking the "Begin When" or "End When" selections allows you to define only one end of the domain. Since the end points are chosen before running any tests, this option can be used for calculations that are selected to be performed during the test. Defined Points are often used in Modulus calculations. Presents the user with the selected graph following each test. The user manually picks the domain from the graph. Simply choose the Y and X axes for the graph that should be displayed to the user at the end of each test. This option will not work if a calculation is selected to be performed during the test. Define an expression using the Expression Builder tool. For example, if you have a three zone (3 speed) test, your domain could be from Zone 2 Until End of Test.

Interactive Graphics

Logical Expression

Note: The "Wizard Options" dialog allows you to enable/disable calculation "Domain" pages for the Test Wizard. These settings can be modified by going to Tools \ Configure \ Wizard Options....

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Partner

Test Results and Data


Open a Test Result
Test results from previously run tests can be retrieved and opened in Partner. This allows you to review results, print the results or make changes to them. To open a test result in Partner, do the following: 1. If necessary, change the active database to the one that contains the test result you wish to open. 2. Choose Open Result from the File menu or click Open Results on the Toolbar. 3. From the "Results" dialog, locate the test result you wish to open. The "Test Key" column displays the value of the test tag that was designated as the "Test Key" in the procedure. To change the order of the displayed results, click on the name at the top of a column. This will sort the results in ascending or descending order according to the values in the selected column. To change which columns are visible, click Columns... to select any "Available Columns" found in the active database. In the "Results List Columns" dialog, use the Move Up and Move Down buttons to put the "Selected Columns" in the desired order. Click Defaults to restore the default column selections. When finished, click OK to save the new column selections. 4. Once the desired result is found, click on it to select it, then click Open. Or, simply double-click on the result to open it. 5. If a test procedure was opened, it will automatically be closed and the selected result will be displayed. You may be prompted to save changes made to the procedure before it is closed. 6. Once a test result is opened, it can be modified and saved. 7. Only one result can be opened and displayed in Partner at a time. To view the results of multiple tests at once, see the Excel and Access Report Generators in the Tools menu.

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Test Results and Data

Saving a Test Result


By default, Partner is configured to automatically save a test's results to a Microsoft Access database as soon as a test ends. However, at a later time you may choose to open a result, make modifications and then save the changes you make. To manually save changes to the current Test Result, do one of the following:

Click Save Results on the Toolbar. Choose Save Result from the File menu.

When changes are saved for a test result, the existing result record in the database is updated with the changes. A new result record is NOT created in the database unless the result doesn't exist in the active database. This is possible if you open the result from the active database and then change which database is the active database before saving the result. The result record would then exist in both databases.

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Partner

Modify a Test Result


Partner allows you to make changes to test results immediately following a test or at any time in the future. Changes can be made using the Parameters menu items. To make changes to a test result, simply do the following: 1. Locate and open the test result you wish to modify. 2. Go to the Parameters menu and select a menu item to change. Some items are visible, but cannot be changed for an archived test result since the test procedure is not opened. The following items can be modified for an archived test result. Changes made to specimen dimensions under the Run-Time option can change results that are dependant upon the specimen area. MENU ITEM
Run-Time Calculations Interactive Graphics Specimen Test Tags Text Displays Text Results Format XY Graph

3. When finished, save your changes if desired. Note: Any changes made to test result Parameters while on the Post-Test Screen will affect both the current test result and the active test procedure.

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Test Results and Data

Printing Options
There are several printing options available in Partner.

Printing the graph and/or results from a single test


Choose Print from the File menu to print a single test. The format and contents of the printout may be changed from the Print Layout selection under the Parameters menu. From that menu selection you may also elect to: 1. Print automatically at the end of every test 2. Archive an HTML file and/or image file at the completion of every test Alternatively you may wish to export a result as a text file and then print it from a text editor.

Printing the graph and/or results from multiple tests


Use either the Access Report Generator or the Excel Report Generator to create a report that includes multiple tests.

Printing the wizard pages


From the File menu, choose Print Wizard Pages. The printout will include two Wizard pages per printed page.

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Partner

Export a Test Result as a Text File


It is possible to export the results of a test as a text-formatted file. This will allow you to work with results in other applications or to insert the results into your own database or document. There are several ways to export test results. It can be done manually for each test result or automatically at the end of every test.

Manually Export a Test Result


1. With a set of test results opened in Partner, choose Export from the File menu and then choose Results as Text.... 2. In the "Export Results To" dialog, select a destination for the exported file from the "Save in" drop-down list. 3. Enter the desired "File Name" and click Save to save the results as a text file. 4. This file can now be opened with another application such as Microsoft Excel or Word.

Automatically Export a Test Result


1. From the Tools menu, choose Configure and then Storage.... 2. Choose the "Text Results" tab in the "Storage" dialog. 3. From the "Text Results" tab, select from the following options: Export to a new file in this folder after every test. Creates a new file at the end of every test. The name of the file is created from the "Unique Stamp" for the test result. 1. Select the destination folder for the exported file. 2. Select the option to "Re-export when manually saving results" if you would like the results to be exported each time you "Save Results". Export to the same file after every test. Saves the results to the same file after every test. 1. Select the destination file for the exported results. 2. Select to "Overwrite the file" or "Append to the file". 3. Select the option to "Re-export when manually saving results" if you would like the results to be exported each time you choose "Save Results". Send results to a serial port after every test. Sends the results to the serial port at the end of every test. 4. When finished, click OK. The new settings will take effect the next time a test is run or results are saved. Note: The format of the exported results text file can be changed within each test procedure by choosing Text Results Format from the Parameters menu. Note: The character format for exported text files can be changed by navigating to the Tools/Configure/Language dialog and selecting the "Text Format" tab.

56

Test Results and Data

57

Partner

Export Test Data as a Text File


It is possible to export the raw data of a test as a text file. This will allow you to work with the data in other applications. There are several ways to export the data points associated with a test result. It can be done manually for each test result or automatically at the end of every test.

Manually Export Data Points


1. With a set of test results opened in Partner, choose Export from the File menu and then choose Data Points as Text.... 2. In the "Export Data Points To" dialog, select a destination for the exported file from the "Save in" drop-down list. 3. Enter the desired "File Name" and click Save to save the data points as a text file. 4. This file can now be opened with another application such as Microsoft Excel.

Automatically Export Data Points


1. From the Tools menu, choose Configure and then Storage.... 2. Choose the "Text Data" tab in the "Storage" dialog. 3. From the "Text Data" tab, select from the following options: Save to a text file during the test. Performs intermittent backups of the data points while a test is in progress. If something happens during the test, such as a power outage, the data will be saved to a temporary file. The next time Partner is started, you will be given the option to save and name the data file. 1. Enter the number of data points that should be "retained" by Partner between performing the backups. This will depend upon the Data Acquisition settings found in the Parameters menu. Export to a new file in this folder after every test. Creates a new file at the end of every test. The name of the file is created from the "Unique Stamp" for the test result. 1. Select the destination folder for the exported file. 2. Select the option to "Re-export when manually saving results" if you would like the data points to be exported each time you "Save Results". Export to the same file (overwrite) after every test. Saves the data points to the same file after every test. 1. Select the destination file for the exported results. 2. Select the option to "Re-export when manually saving results" if you would like the data points to be exported each time you choose "Save Results". 3. When finished, click OK. The new settings will take effect the next time a test is run or results are saved. Note: The character format for exported text files can be changed by navigating to the Tools/Configure/Language dialog and selecting the "Text Format" tab. 58

Test Results and Data

59

Partner

Results Databases
How Results Get Stored
Overview By default, test results are automatically saved into a Microsoft Access database at the end of a test. There is a table called "Results" in the database that contains all test results and test summary information that gets saved at the end of a test. A second table, called "System Objects", contains all the raw data and procedure settings associated with each test. This is what enables you to recall past test results and make modifications. The raw data collected directly from transducers cannot be changed or altered in any way. Database Columns When a database is created by Partner, the internal tables are created and several default columns, known as fields, are created in the results table. Each time a test result is saved into the database, new columns are added to the end of the results table if they don't already exist. The "Unique Stamp" column is created and is a combination of the counter number and the workstation identification for the system. This allows each test result to have a unique identifier to help prevent overwriting of test results. The results table can have up to 255 columns. If Partner is being run in a language other than English, you still have the option to save the database columns as English names. For more information, see Language Settings. Database Records Each time a test result is saved, a new row, known as a record, is added to the database tables. Therefore, each record represents an individual test result. To protect against overwriting test results, Partner assigns a Counter number to every test run on the system. It combines this counter number with the Workstation Identification to form a Unique Stamp field. Partner uses this field to uniquely identify each test result generated by the system. When opening a test result, the Unique Stamp will be displayed at the top of the Partner screen. Working With Databases When Partner is installed, a default database named "Results.mdb" is installed in the Results folder of the Partner folder and becomes the active results database. The location and name of the active database can be seen on the right-hand side of the status bar. Partner allows you to create new results databases and save them in any location on the hard drive or network. Once there are multiple databases created, Partner allows you to choose which database is the active database for storing and retrieving results. 60

Test Results and Data The Results Manager of Partner can be used when working with results and databases. Database usage is a matter of personal organizational preference.

61

Partner

Create a New Results Database


Partner allows you to easily create a new results database for storing test results. This may be necessary for organizational purposes or because a database is getting too large and slowing down the system. Perform the following steps to create a new database: 1. Choose Create New Results Database from the File menu of Partner, or click New on the "Results Manager" dialog. 2. A message will appear indicating that a new Microsoft Access database has been created and that Partner will ask you where to save the database. Click OK to clear the message and continue. 3. The "Save As" dialog will appear. Here you can name the new database and decide where to save the database. The "Save In" window defaults to the "Results" folder of the Partner folder. However, you can select another destination folder if desired. 4. When you are finished, click Save. 5. If creating the new database from the File menu, a message will appear asking if you want to make the new database the "active" database. Clicking Yes will make the new database the active database and the new name should appear on the right-hand side of the status bar. The test results from any new tests will be saved to the new database. Clicking No will save the new database, but leave the current database active. 6. If creating the new database from the "Results Manager" dialog, the new database name should be visible at the top of the database group box. 7. If you wish to copy or move results from an old database to the new database, please see the Results Manager tool. Note: To change the default format for new databases, see the "New Database Format" tab located under the Storage option of the Tools \ Configure submenu.

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Test Results and Data

Change the Active Results Database


Occasionally it may be necessary to change which database is the active Partner database. You may want to open a test result that is not in the database that is currently active or you may wish to save a test result to a different database. Whatever the reason, simply perform the following steps to make a database the active Partner database: 1. Choose Change Results Database from the File menu of Partner. 2. From the "Open" dialog, locate the folder containing the database you wish to link to Partner. 3. Select the name of the database from the display window. 4. Click Open to make the selected database the active database in Partner. 5. The name of the selected database should be visible on the right-hand side of the status bar. Note: Individual test procedures can be associated with a specific database. This allows a database to automatically become active when a particular test procedure is opened. To do this, see the Database option of the Parameters menu.

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Partner

Results Manager
The Results Manager is a utility in Partner that allows you to easily manage your test results and databases. To open the Results Manager, simply choose Results Manager from the Tools menu of Partner. Overview The Results Manager is comprised of two group boxes. The left group box contains information regarding "Database 1" and the right group box contains information regarding "Database 2". Upon opening the Results Manager, the "Database 1" selection defaults to the currently active database of Partner. The records in the database can be seen in the display window of the "Database 1" group box. A different database can be selected for either "Database1" or "Database 2". With one database opened, you can locate and delete test results. With two databases opened, you can move or copy test results between the two databases. The following table contains descriptions of the Results Manager features. FEATURE
New... Columns...

DESCRIPTION
Browse for and open a Partner results database in order to view the results in the display window. Create a new database for storing results. This may be necessary if you want to copy or move existing results to a new database. The default display window includes the "Unique Stamp" and the "Start Date & Time" columns. Click the Columns... button to select any "Available Columns" found in the active database. In the "Results List Columns" dialog, use the Move Up and Move Down buttons to put the "Selected Columns" in the desired order. Click the Defaults button to restore the default column selections. When finished, click OK to save the new column selections. When the "Results Manager" dialog is first opened, the results are sorted in descending order by the first column. The name of each column is displayed in the form of a button at the top of each column. Change the sort order of the results by clicking on the desired column name. Clicking the name a second time will invert the order. Clicking the delete button at the bottom of a display window will delete any result that is currently selected in that window. To select a result, simply click on the result in the display window. Holding the shift key or control key will allow you to select multiple results at one time. Once deleted, the results cannot be retrieved. Move selected results from the current database to the other database selected in the Results Manager window. To select a result, simply click on the result in the display window. Holding the shift key or control key will allow you to select multiple results at one time. Moving a result removes it from the source database and places it in the destination database. Copy selected results from the current database to the other database selected in the Results Manager window. To select a result, simply click on the result in the display window. Holding the shift key or control key will allow you to select multiple results at one time. Copying a result leaves the result in the source database and also places a copy of it in the destination database.

Delete

Move

Copy

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Reporting Options

Reporting Options
Excel Report Generator
The Excel Report Generator allows you to create basic results reports that can be previewed in Microsoft Excel. The settings for the reports can be saved as text files and used again to create future reports. The Excel Report Generator is comprised of the following components.

Menus and Tools MENU


File

MENU ITEM
New Layout Open Layout... Save Layout Save Layout As... Create Report Exit

TOOL

DESCRIPTION
Display blank setup pages that will allow you to enter parameters for a new report layout. Open an existing report layout file. The setup pages will be filled in with parameters from the selected layout file. Save layout changes for the report file that is currently opened. Make a copy of the current report layout file and save it as a different name. Create a results report in Microsoft Excel with the current report layout. Exit the Excel Report Generator. Select a different database that contains the desired results. Launch the Partner Operating Help System. Launch the Partner Reference Help System. Link to Help pages in the Reference Help System for more information about the Excel Report Generator.

Tools

Change Database Operating Help Reference Help Excel Report Generator Help

Help

Text PARAMETER
Create Results Worksheet

DESCRIPTION
Select the checkbox if you wish to create a worksheet that includes textual results. Textual results include information such as calculations, test tags and specimen dimensions.

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Partner
Available Columns This window displays all the available columns in the active database. To include a column on the report, select the column in the "Available Columns" window and click Add. This will move it to the "Selected Columns" window. Clicking Add All will move all of the columns to the "Selected Columns" window. Clicking Remove All will move all of the columns back to the "Available Columns" window. To remove one column from the "Selected Columns" window, select the column and click Remove to move it back to the "Available Columns" window. All columns displayed in the "Selected Columns" window will be included on the final report. To change the order in which the columns appear on the report, select a column and click the Move Up or Move Down button to change its location in the list. Columns will be displayed on the report from left to right beginning with the column at the top of the list. This window displays all the available statistics that can be calculated for numeric columns on the report. To include a statistic on the report, select the statistic in the "Available Statistics" window and click Add. This will move it to the "Selected Statistics" window. To remove one statistic from the "Selected Statistics" window, select the statistic and click Remove to move it back to the "Available Statistics" window. Clicking Remove All will move all of the statistics back to the "Available Statistics" window. All statistics displayed in the "Selected Statistics" window will be included on the final report. Statistics will appear below the test results on the report.

Selected Columns

Available Statistics

Selected Statistics

Graphics PARAMETER
Create a worksheet of data points for each result Include a graph of data points Y-axis

DESCRIPTION
Select the checkbox if you wish to include separate worksheets of data points for all results on the report. The worksheets will include data for all measurements found for each result in the results database. Select the checkbox if you wish to include individual graphs for each result in the report. Individual graphs with single plot lines will be placed in the report on each result worksheet. Select the measurement (data) to be used as the Y-axis of the graph. Since multiple results will be using the same Y-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the Y-axis. Select the measurement (data) to be used as the X-axis of the graph. Since multiple results will be using the same X-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the X-axis. Select the measurement (data) to be used as the Y2-axis of the graph. Since multiple results will be using the same Y2-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the Y2-axis. Select the checkbox if you would like to include a legend on each graph Select the checkbox if you wish to include a worksheet of XY data points for all results on the report. The worksheet will include data for the measurements selected as the Y, X and Y2 axes. Select the checkbox if you wish to include a combined graph of all results on the combined data points worksheet. A single graph with

X-axis

Y2-axis

Include Legend Create a worksheet of combined data points for all results Include graph of combined data

66

Reporting Options
points X-offset by multiple plot lines will be placed on the worksheet. Enter a value in terms of the X-axis measurement to be used as an "offset" for each result plot. This will separate each plot horizontally to make each more visible. Select the checkbox if you would like to include a legend on the graph. Select the measurement (data) to be used as the Y-axis of the graph. Since multiple results will be using the same Y-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the Y-axis. Select the measurement (data) to be used as the X-axis of the graph. Since multiple results will be using the same X-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the X-axis. Select the measurement (data) to be used as the Y2-axis of the graph. Since multiple results will be using the same Y2-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the Y2-axis.

Include Legend Y-axis

X-axis

Y2-axis

Filter PARAMETER
Include All Records Quick - (Last N records by date & time) Easy

DESCRIPTION
Report will include the selected textual information and/or graphs for all the test result records in the active database. Include the "N" most recent test records on the report. Enter a value for "N" that will determine the number of result records to include. Set up one, two or three criteria that will determine which result records are included on the report. If more than one criteria is established, all criteria must be met in order for a result to be included. All columns (fields) in the active results database are available in the drop-down lists. Click the "Copy Easy Query to Custom Query" button to create a "Custom" query from the "Easy" query settings. It can then be further modified in the "Custom" field. Click Apply to activate the "Custom" query parameters. Click Select... to open the "Results Selection" dialog and manually pick the test result records that will be included in the report. The "Available Results" window displays all the results in the active database. Click the Add>> or Add All>> button to move highlighted results to the "Selected Results" window. This window displays all the results that will be included in the report. Click the <<Remove or <<Remove All button to move highlighted results out of the "Selected Results" window. Use Shift+Click or Ctrl+A to highlight multiple results at a time. Click the Columns... button to select the database columns that you want displayed in both results windows. Select a column (field) from the active database that will be used to determine the sort order of the result records on the report. By default, the "Ascending" sort option is selected. De-select the option to sort the results in a descending order.

Custom

Selection

Order results by

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Advanced PARAMETER
Include first column on every page of results worksheet Custom macros workbook Run Macro

DESCRIPTION
Include the first column of information on every page of the report. This can be helpful if a large number of columns is chosen and the report spans multiple pages when printed.

Select a custom macros workbook that will be used when creating the report. Enter the name of a custom macro that will be run when creating the report.

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Reporting Options

Access Report Generator


The Access Report Generator allows you to create basic results reports that can be previewed in Microsoft Access. The parameters for the reports can be saved as text files and used again to create future reports. The Access Report Generator is comprised of the following components.

Menus and Tools MENU


File

MENU ITEM
New Layout Open Layout... Save Layout Save Layout As... Preview Report Print Report Exit

TOOL

DESCRIPTION
Display blank setup pages that will allow you to enter parameters for a new report layout. Open an existing report layout file. The setup pages will be filled in with parameters from the selected layout file. Save report layout changes for the report file that is currently opened. Save the current report file and its layout as a different name. The original layout file will still exist. Generate a report with the current report parameters and preview it in Microsoft Access. Print a report using the current report parameters. Exit the Access Report Generator. Select a different database that contains the desired results. The Database location and name will be displayed at the bottom of the window. Launch the Partner Operating Help System. Launch the Partner Reference Help System. Link to Help pages in the Reference Help System for more information about the Access Report Generator.

Tools

Change Database

Help

Operating Help Reference Help Access Report Generator Help

Header PARAMETER
Report Style

DESCRIPTION
Select a report style from the drop-down list. The style selected will affect the general appearance of the final report. Items such as font type, font weight, and separation lines may change when selecting a different report style. Select the orientation of the report on the page. "Landscape" will display the report horizontally on the page, while "Portrait" will display it vertically. Enter a title for the report. The title entered here will appear at the top of the first report page.

Paper Orientation Report Title

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Logo File Select a bitmap (.bmp file), such as a company logo, to be displayed on the report. The image will appear in the upper, left-hand corner of the first report page. Enter any text, such as a company name and address, that you wish to appear in the report header. Text entered here will appear in the upper, right-hand corner of the first report page.

Company Information

Text PARAMETER
Include Textual Information Available Columns

DESCRIPTION
Select the checkbox if you wish to include textual results on the report. Textual results include information such as calculations, test tags and specimen dimensions. This window displays all the available columns in the active database. To include a column on the report, select the column in the "Available Columns" window and click Add. This will move it to the "Selected Columns" window. Clicking Add All will move all of the columns to the "Selected Columns" window. Clicking Remove All will move all of the columns back to the "Available Columns" window. To remove one column from the "Selected Columns" window, select the column and click Remove to move it back to the "Available Columns" window. All columns displayed in the "Selected Columns" window will be included on the final report. To change the order in which the columns appear on the report, select a column and click Move Up or Move Down to change its location in the list. Columns will be displayed on the report from left to right beginning with the column at the top of the list. This window displays all the available statistics that can be calculated for numeric columns on the report. To include a statistic on the report, select the statistic in the "Available Statistics" window and click Add. This will move it to the "Selected Statistics" window. To remove one statistic from the "Selected Statistics" window, select the statistic and click Remove to move it back to the "Available Statistics" window. Clicking Remove All will move all of the statistics back to the "Available Statistics" window. All statistics displayed in the "Selected Statistics" window will be included on the final report. Statistics will appear below the test results on the report.

Selected Columns

Available Statistics

Selected Statistics

Graphics PARAMETER
Show a combined graph of XY data points for all results Y-axis

DESCRIPTION
Select the checkbox if you wish to include a combined graph of all results on the report. A single graph with multiple plot lines will be placed on the first page of the report.

Select the measurement (data) to be used as the Y-axis of the graph. Since multiple results will be using the same Y-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the Y-axis.

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Reporting Options

X-axis

X-offset by

Include Legend

Select the measurement (data) to be used as the X-axis of the graph. Since multiple results will be using the same X-axis, make sure all of the results contain the measurement. Select the "Reverse" checkbox to reverse the X-axis Enter a value in terms of the X-axis measurement to be used as an "offset" for each result plot. This will separate each plot horizontally to make each more visible. Select the checkbox if you wish to include a legend on the graph.

Filter PARAMETER
Include All Records Quick - (Last N records by date & time) Easy

DESCRIPTION
Report will include the selected textual information and/or graphs for all the test result records in the active database. Include the "N" most recent test records on the report. Enter a value for "N" that will determine the number of result records to include. Set up one, two or three criteria that will determine which result records are included on the report. If more than one criteria is established, all criteria must be met in order for a result to be included. All columns (fields) in the active results database are available in the drop-down lists. Click the "Copy Easy Query to Custom Query" button to create a "Custom" query from the "Easy" query settings. It can then be further modified in the "Custom" field. Click Apply to activate the "Custom" query parameters. Click Select... to open the "Results Selection" dialog and manually pick the test result records that will be included in the report. The "Available Results" window displays all the results in the active database. Click the Add>> or Add All>> button to move highlighted results to the "Selected Results" window. This window displays all the results that will be included in the report. Click the <<Remove or <<Remove All button to move highlighted results out of the "Selected Results" window. Use Shift+Click or Ctrl+A to highlight multiple results at a time. Click the Columns... button to select the database columns that you want displayed in both results windows. Select a column (field) from the active database that will be used to determine the sort order of the result records on the report. By default, the "Ascending" sort option is selected. De-select the option to sort the results in a descending order.

Custom

Selection

Order results by

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Reporting Options

What's New

Version 8.5a (10/2010)


NEW Partner is compatible with the Microsoft Windows 7 operating system (32-bit Professional Edition only). Note however that Partner is not compatible with Windows 7 for systems using a 5800 or 8800 controller. Partner is compatible with Microsoft Office 2010 (32-bit Professional Edition only). Partner is no longer supported on the Windows Vista operating system. The Chart Generator is no longer supported. Adobe Flash Player and Adobe Reader are no longer distributed with Partner. Partner no longer requires Digiserv.

NEW CHANGE CHANGE CHANGE CHANGE

Version 8.4d (12/2009)


FIX (ISRS/3300/5500 only) Fixed an intermittent extreme slowdown in firmware downloading.

Version 8.4c (10/2009)


CHANGE (ISRS/3300/5500 only) Updated frame files.

Version 8.4a (10/2008)


NEW NEW CHANGE CHANGE CHANGE (5800/8800 only) Added an option to use a digital input bit to limit the manual adjust rate. Added "Distance / Force" units. (ISRS/3300/5500 only) Partner disables the frame if the motor temperature is too high. Partner is no longer supported on the Microsoft Windows 2000 operating system. Partner no longer supports Microsoft Office 97.

Version 8.3a (06/2008)


NEW New options have been added to the Calc Complete Event (GenTest) to allow the event to fire if the calculation result is too high, good, or too low.

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Index
FIX FIX Fixed a problem in which the graph did not appear on printouts on computers using Internet Explorer 6. Corrected a problem in which the Excel Report Generator would fail when specifying a second Y axis.

Version 8.2a (03/2008)


NEW NEW Partner supports Instron's new Ethernet Frame Interface for communication with the ISRS, 3300, & 5500 controllers. Partner is supported on the Windows Vista operating system (32-bit Business Edition only). Please see the notes about using Partner with Windows Vista in the Reference Help.

Version 8.1a (02/2008)


NEW NEW NEW CHANGE A Display as Tolerance Bar Graph option has been added to the Test Results display setup. (5800/8800 only) A data point file may be used to specify a control waveform (Sample Data Playback). (5800/8800 only) The balance point may be set for digital transducers. (5500 only) New firmware included with this version of Partner may not run on some older 5500 controllers. If you receive an error message stating that your testing machine requires a memory upgrade please contact Instron technical support. A memory upgrade is required; ask for part number OP565-47. Version 8.1.108 of Instron Console is included on the Partner CD. (ISRS/3300/5500 only) Position is not zeroed when the software is started.

CHANGE CHANGE

Version 8.0c (10/2007)


NEW Partner supports Microsoft Office 2007 Professional.

Version 8.0a (02/2007)


NEW Partner printouts have been greatly enhanced. Users may now select from multiple print layouts. There is a Print Preview feature. A printout can be automatically generated after each test. Partner can automatically archive a printout for each test. Extra options, including the ability to specify an Excel template file, have been added to the Excel Report Generator.

NEW

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Partner
NEW NEW NEW NEW NEW CHANGE CHANGE CHANGE FIX Expressions may be used to specify defined points for a calculation domain. The Standard Level 1 Calculation library includes a new Line Intersection calculation. Calculation lines may have their color, style, and width changed. They may also be hidden. The Spring Rate calculation can now show a calculation line. Graphs may be exported as JPG files. When automatically identifying a transducer Partner now uses information from the transducer connector to determine if the transducer measures load or strain. The XY Graph setup pages have been simplified. Unit abbreviations are now used consistently throughout the Partner user interface. (3300/5500 only) Transducer ID checking is enforced for 0-0 code transducers.

Version 7.3a (08/2006)


NEW NEW Partner supports the Instron 8800 controller. Multiple improvements have been made to GenTest: Partner supports cyclic waveforms on the 5800 and 8800 controllers. The option to automatically adjust rate polarity so as to move toward and through a specified level is now available for Mats II and Apex controllers. The user interface has been enhanced. Additional safety limit actions have been added for the 5800 and 8800 controllers. Partner works with sensitivity-calibration transducers (5800 and 8800 controllers). The maximum data acquisition rate (when using a 5800 or 8800 controller) is now 5 kHz.

NEW NEW CHANGE

Version 7.2a (06/2006)


NEW NEW NEW NEW NEW NEW CHANGE CHANGE CHANGE Partner supports the Instron 5800 controller. Partner works with EMSY spring testing systems. Partner supports the ASMD (Automatic Specimen Measuring Device). 3300 and 5500 transducers may be excluded when a Zero All is done. There is now an option to remain off-line after editing certain procedure parameters. The Test Flow dialog may be resized. For the 3300 and 5500 controllers the "hardware and software zero" option has been replaced by an option to only hardware zero. The Test Point calculation now lets users enable a result for each measurement. Users are allowed to save the procedure from a retrieved result.

Version 7.1f (03/2006)

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Index
NEW NEW NEW Partner supports Microsoft Windows XP Professional with Service Pack 2. Partner supports gain multipliers when used with 3300 and 5500 controllers. Extra options have been added to the Digital Input Event (Gentest).

Version 7.1e (12/2005)


NEW A Spring Level 2 calculation library is now available. It contains the Test Point Advanced calculation, which calculates an average of and/or difference between two test points. The Profile Backup & Restore utility now allows the user to specify a location other than "A:". Customers may define their own unit families. Added Polar Angle and Polar Radius measurements. The new "Change Result Labels" dialog box allows users to quickly change the label of several calculation results. Many changes were made to the Chinese translation. More details, including important implications for the storage of results and the generation of reports, may be found in the Chinese Operating Help. The Units menu has been moved. It is now under the View menu. The default unit family is now selected under the Tools\Default Units menu. The Profile Restore tool may only be run by users who have the Configure the System security privilege.

NEW NEW NEW NEW CHANGE

CHANGE CHANGE CHANGE

Version 7.1d (08/2005)


FIX Fixed a graphing display problem that was introduced in 7.1c.

Version 7.1c (07/2005)


NEW Several enhancements have been made to Partner's displays. Users can choose which items should be shown. The order of items may be specified. Right-click functionality has been added to allow users to easily: o access display settings o access calculation and measurement properties o print o copy the graph to the clipboard Multiple improvements have been made related to Test Tags. Test Tags may be configured to automatically increment. Test Tags may be added to the global list from within the wizard. "Move Up" and "Move Down" buttons have been added to the wizard and to Parameters... Test Tags to allow for easy ordering of test tags.

NEW

75

Partner
NEW (5500/3300 only) Partner's Digital I/O capability has been increased. The Grip Digital Inputs may be used as generic digital inputs. (Gentest only) The "Aux In" digital input (labeled "PIP" on the controller) may be monitored with a Digital Input Event. The active level of digital inputs may be set to either low or high. There is no user interface for this; therefore, customers wishing to use active-low digital inputs should contact software support. Digital I/O bits may be re-labeled. Places supporting Run-Time Entry of Procedure Parameters are now indicated by the presence of a calculator button. The General Test, General Torsion Test, and fastener templates now include one predefined counter. Moving procedures to a new system is now easier because Partner will automatically select a new test environment if only one appropriate test environment is available. Partner will also automatically change transducer selections when only one appropriate transducer is available. Toolbar buttons have been added for quick access to the report generators. When saving a procedure Partner also saves, for each report generator, the last report opened with that procedure. This report is opened automatically the next time the report generator is used with the procedure. The compliance files shipped with Partner have been renamed to "Compression Correction Simulation.cmc" and "Tension Correction Simulation.cmt" to emphasize that these files are only for demonstration purposes. Compliance files are specific to each machine, and thus the demonstration files are not appropriate for use on a customer frame. The default units for Energy/Torque and Power/Torque Rate have been changed. Fixed a problem in which Servo/Manual machines could move unexpectedly when switched from Servo to Manual. Proof procedures created on Mats II or Apex/Vertex systems may be used on 5500/3300 systems.

NEW NEW NEW

NEW CHANGE

CHANGE

CHANGE FIX FIX

Version 7.1b (02/2005)


NEW Partner is officially available in Chinese French German Italian Russian Spanish A Decrement Counter action is available. Counters may be used in many edit fields that support run time entry of procedure parameters. Counter Events, in Gentest, now support extra comparison types such as "Greater Than" and "Less Than". Calculation Results may be used in Domain Expressions. The Torsion Spring template was held back in Partner 7.0a. It is now available. Changed the way Partner searches for wave files so that it is more likely to find a wave file appropriate for the currently selected language.

NEW NEW NEW NEW NEW CHANGE

76

Index
CHANGE FIX FIX FIX FIX Partner provides an option to exit the software if communication errors are encountered on a 5500 system. The Maximum Strain calculation reported the result from the last test if no data was collected in the current test. It now reports failure. Corrected a situation in which the Flexural Yield Strength calculation could crash. Corrected the Flexural Offset Yield algorithm help so that the help no longer references equations that the calculation does not actually use. In prior versions of Partner the units of Marked Measurements and Recorded Values did not change if the measurement being marked/recorded was changed. This could cause an incorrect unit to be reported. Similarly a Recorded Value could be incorrect if the measurement being recorded stayed the same but the unit associated with it changed. Entry of angle rates (for control) as a percentage of maximum rotational speed now works correctly. In certain situations, the frame was not being disabled when Partner was closed. This has been corrected. Prior versions of Partner could incorrectly report controller hardware problems when using the Self-Test feature of the 5500 controller. Corrected a problem in which Partner 7.1a could crash when running very old procedures.

FIX FIX FIX FIX

Version 7.1a (09/2004)


NEW NEW NEW CHANGE CHANGE CHANGE CHANGE CHANGE FIX FIX A beta version of Partner is now available in Chinese, French, German, Italian, Russian, and Spanish. A Language Settings dialog has been added to the Tools\Configure\Language menu. Composite Strain allows strain data to be collected from a position measurement after the removal of an extensometer. Enhancements have been made to improve data collection from the optional Data Acquisition Card. The Excel Report Generator will function without Microsoft Access being installed. The test frame will be disabled when exiting Partner. Partner can be operated by a Restricted User on Windows 2000/XP systems. Test Wizard Animations have been updated to allow for translation. (Gentest) Events are now evaluated properly if the test flow is redirected to the same zone that is currently active. Corrected a problem in which Hold zones using marked measurements (including Return to Start) could go to the wrong target level (the negative of the intended level). This only occurred if the Display Negative Numbers option in the transducer setup was selected.

Version 7.0c (08/2004)


FIX Corrected a Partner 7.0a and 7.0b problem which caused the "Value Range" tolerance option to be turned off when a procedure or result was opened. This problem could

77

Partner
cause calculation results to not be checked for tolerance. It could also cause the calculation's "In Tolerance" field in the results database to be false even if the result was good and cause the calculation's other tolerance-related fields (if any) to be empty. The "Nominal Value" and "Nominal Value by %" tolerance options did not have this problem. Included new firmware (version 5.15, for Instron 5500 & 3300 controllers). This includes an improved transducer balance algorithm used during auto-calibration and balance procedures. The new firmware also fixes a potential runaway problem with 5500 retrofits on electromechanical systems using the high clutch. The Print Wizard Pages menu selection did not work in Partner 7.0a and 7.0b. It has been fixed.

FIX

FIX

Version 7.0b (06/2004)


NEW NEW NEW Partner supports Microsoft Office 2003 Professional. Partner now supports the Unicode Standard when installed on Windows 2000 or XP operating systems. The new Text Format dialog allows several types of files to be exported according to the Unicode Standard. The new page can be found by going to the Tools\Configure\Language dialog. An "Initial Scale" may be set for the results graph when the "Auto Scale" option is selected. (5500/3300 only) Allowed use of digital devices with channels other than channel 0. The demo configuration has been changed to better support both spring and tensile/compression templates. When installing with a demo serial number the old configuration files will be deleted. Procedures built with the old demo configuration will need to be updated. Customers running Windows 2000 or XP who have configured Partner to call code in their own DLL will need to modify and rebuild their DLL. For further information please contact software support. Automatic Extensometer support has been improved. Support for the entry of numbers with the desired decimal symbol was added in 7.0a but omitted from the what's new list. It is now mentioned in the what's new list for 7.0a. Made tracking mode function more consistently. Added automatic polarity determination for rate zones to the 7.0a what's new list. This feature was included in Partner 7.0a but omitted from the what's new list.

NEW NEW NEW

CHANGE

CHANGE FIX

FIX FIX

Version 7.0a (04/2004)


NEW NEW NEW NEW NEW Spring Wizard templates are now an available option. Spring calculation library has been added as an option. Calculation tolerances can now be expressed as nominal values. A "Go to Point" option is available in the "Go to Zone" menu for Spring applications. Partner Operating Help is now available.

78

Index
CHANGE NEW CHANGE Existing "Partner Help System" has been renamed Partner Reference Help. The new "Excel Report Generator" has been added to the Tools menu. The "Report Generator" is now called the "Access Report Generator" and includes a new user interface and the abilities to reverse graph axes and include a graph legend. The Set Measurement To... feature has been added to the Transducer menu and allows the user to set any measurement to a specified value. Measurement values are now retained when going Off-Line and back On-Line. The options to Reverse Graph Axes and Always Include Zero have been added to the Graph Axes setup pages. Numbers using a comma for the decimal symbol are now accepted as input. The appropriate decimal symbol is determined by the operating system's regional settings. List separators are also determined by the regional settings. Export Data as a Compliance File has been added to the File menu and allows the user to generate system compliance files to be used for the new Corrected Position measurement. The Corrected Position measurement has been added to allow the user to account for system compliance. Rate zones in Gentest can be configured such that the rate polarity will be automatically set to initially move toward a specified level. The Transducer Orient dialog allows orientation settings to be defined for each test environment. A Data Delay tab has been added for all transducers on the 5500/5500SMT controllers. Additional interlock options have been added to the 5500/5500SMT controller configuration.

NEW CHANGE NEW NEW

NEW

NEW NEW NEW NEW NEW

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Partner

Versions Prior to 7.0a


Please see "What's New" in Partner Reference Help for details on all Partner versions prior to 7.0a.

Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Windows Vista is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries. Internet Explorer is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries. Unicode is a trademark of Unicode, Inc. Adobe Flash Player and Adobe Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.

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