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Version 8.5a
M42-14199-EN
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This equipment is designed to comply with the requirements of applicable European directives, see the Declaration of Conformity (where applicable) for compliance detail.
Trademarks
Instron, Instron Logo, Dynatup, Shore, Wilson, Rockwell, and Brale are registered trademarks of Instron Corporation. Satec and other names, logos, icons, and marks identifying Instron products and services referenced herein are trademarks of Instron Corporation. These trademarks may not be used without the prior written permission of Instron.
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Table of Contents
PARTNER ............................................................................................... 1
Welcome to Partner Materials Testing Software ......................................................... 1
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
Partner
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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
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.
Toolbar
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
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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.
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...
Measurements...
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.
Text Displays...
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.
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
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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.
Reset a Measurement...
Set Measurement To... (ISRS/3300/5500/5800/8800) Set Load Leveling Factors... Calibrate (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.
Access Report Generator... Excel Report Generator... Results Manager... Configuration Profile Backup...
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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.
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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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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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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.
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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.
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.
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
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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Partner
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.
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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.
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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Partner
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.
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
Calculations Calculation Portrayal Calculation Domain Calculation Setup Test Control Information Test Flow (Gentest Only) XY Graph Trace
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Test Wizard
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
Exit View
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Partner
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
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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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.
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".
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.
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
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.
40
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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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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Partner
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.
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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.
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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)
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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 %
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
52
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
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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Printing Options
There are several printing options available in Partner.
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Partner
56
57
Partner
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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.
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Partner
62
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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.
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
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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.
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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Partner
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
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
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.
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Partner
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
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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.
CHANGE CHANGE
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.
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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).
NEW
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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 CHANGE
CHANGE
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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.
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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
CHANGE
CHANGE FIX
FIX FIX
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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
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Partner
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