Designation: E 209 – 00 (Reapproved 2005)
Standard Practice for
Compression Tests of Metallic Materials at Elevated
Temperatures with Conventional or Rapid Heating Rates
and Strain Rates1
This standard is issued under the fixed designation E 209; the number immediately following the designation indicates the year of
original adoption or, in the case of revision, the year of last revision. A number in parentheses indicates the year of last reapproval. A
superscript epsilon (e) indicates an editorial change since the last revision or reapproval.
1. Scope
1.1 This practice covers compression test in which the
specimen is heated to a constant and uniform temperature and
held at temperature while an axial force is applied at a
controlled rate of strain.
NOTE 1—In metals with extremely high elastic limit or low modulus of
elasticity it is conceivable that 1.5 percent total strain under load could be
reached before the 0.2 percent-offset yield strength is reached. In this
event the 0.2 percent-offset yield strength will be the end point of the test
unless rupture occurs before that point.
NOTE 2—For acceptable compression tests it is imperative that the
specimens not buckle before the end point is reached. For this reason the
equipment and procedures, as discussed in this recommended practice,
must be designed to maintain uniform loading and axial alignment.
1.2 Preferred conditions of testing are recommended so that
data from different sources conducting the tests will be
comparable.
1.3 The values stated in inch-pound units are to be regarded
as the standard.
1.4 This standard does not purport to address all of the
safety concerns, if any, associated with its use. It is the
responsibility of the user of this standard to establish appro-
priate safety and health practices and determine the applica-
bility of regulatory limitations prior to use.
2. Referenced Documents
2.1 ASTM Standards: 2
E 4 Practices for Force Verification of Testing Machines
E 9 Test Methods of Compression Testing of Metallic Ma-
terials at Room Temperature
E 21 Test Methods for Elevated Temperature Tension Tests
of Metallic Materials
E 83 Practice for Verification and Classification of Exten-
someter System
3. Apparatus
3.1 Testing Machines—Machines used for compression test-
ing shall conform to the requirements of Practices E 4.
3.2 Bearing Blocks and Loading Adapters—Load both ends
of the compression specimens through bearing blocks or
through pin-type adapters that are part of the compression-
testing assembly. Bearing blocks may be designed with flat
bearing faces for sheet- or bar-type specimens. Sheet speci-
mens may also be loaded through pin-type adapters that are
clamped rigidly to the grip sections of specimens designed for
these adapters (1).3 The main requirement is that the method of
applying the force be consistent with maintaining axial align-
ment and uniform loading on the specimen throughout the test.
When bearing blocks with flat faces are used, the load-bearing
surfaces should be smooth and parallel within very close limits.
The tolerance for parallelism for these surfaces should be equal
to or closer than that specified for the loaded ends of the
specimens. The design of the equipment should provide
adequate rigidity so that parallelism is maintained during
heating and loading. The bearing blocks or pin-type adapters
should be made of a material that is sufficiently hard at the
testing temperature to resist plastic indentation at maximum
force. They should also be of a material or coated with a
material that is sufficiently oxidation resistant at the maximum
testing temperature to prevent the formation of an oxide
coating that would cause misalignment. In any compression
test it is important that the specimen be carefully centered with
respect to the bearing blocks, which in turn should be centered
with respect to the testing machine heads.
NOTE 3—Bearing blocks with straight cylindrical or threaded holes
depending on specimen design may be used for bar-type specimens
providing the apparatus qualifies in accordance with Section 9.
NOTE 4—Bearing blocks of an adjustable type to provide parallel
loading surfaces are discussed in Test Methods E 9. Bearing blocks with
1 This practice is under the jurisdiction of ASTM Committee E28 on Mechanical
Testing and is the direct responsibility of Subcommittee E28.10 on Effect of
Elevated Temperature on Properties.
Current edition approved Dec. 1, 2005 Published December 2005. Originally
approved in 1963. Last previous edition, approved in 2000 as E209–00e1.
2 For referenced ASTM standards, visit the ASTM website, www.astm.org, or
contact ASTM Customer Service at service@astm.org. For Annual Book of ASTM
Standards volume information, refer to the standard’s Document Summary page on
the ASTM website. 3 Boldface numbers in parentheses refer to references at the end of this practice.
1
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a spherical seat for the upper block are also shown.
3.3 Subpresses—A subpress or other alignment device is
necessary in order to maintain suitable alignment when testing
specimens that are not laterally supported, unless the testing
machine has been designed specifically for axial alignment and
uniform application of force in elevated-temperature compres-
sion testing. A subpress for room-temperature testing is shown
in Test Methods E 9. For elevated-temperature compression
testing, the subpress must accommodate the heating and
loading devices and the temperature-sensing elements. The
design of the subpress is largely dependent on the size and
strength of the specimens, the temperatures to be used, the
environment, and other factors. It must be designed so the ram
does not jam or tilt the frame as a result of heating or
application of force. If the bearing faces of the subpress, the
opposite faces of both bearing blocks, and the ends of the
specimen are respectively plane and parallel within very close
limits, it is unnecessary to use adjustable or spherical seats. In
any case, the specimen should be properly centered in the
subpress.
3.4 Compression Testing Jigs—When testing sheet material,
buckling of the specimen during application of compessive
forces must be prevented. This may be accomplished by using
a jig containing side-support plates that bear against the faces
of the specimen. The jig must afford a suitable combination of
lateral-support pressure and spring constant to prevent buck-
ling without interfering with axial deformation of the specimen
(1). Although suitable combinations vary somewhat with
variations in specimen material and thickness, testing tempera-
ture, and accuracy of alignment, acceptable results can be
obtained with rather wide ranges of lateral-support pressure
and spring constant for any given test conditions. Generally,
the higher the spring constant of the jig, the lower the
lateral-support pressure that is required. Proper adjustment of
these test variables may be established in preliminary verifi-
cation tests for the equipment (Section 9).
3.4.1 This practice does not intend to designate specific
compression jigs for testing sheet metals, but merely to provide
a few illustrations and references to jigs that have been used
successfully. Many other jigs are acceptable provided they
prevent buckling and pass the qualification tests set forth in
Section 9. Satisfactory results have been obtained in room-
temperature testing using the jigs illustrated in Test Methods
E 9. These jigs usually require that the specimen be lubricated
to permit normal compression on loading. For elevated-
temperature testing, modified jigs that accommodate the heat-
ing and strain-measuring equipment as well as the temperature-
sensing elements must be used. A number of compression-
testing jigs have been evaluated specifically for performance in
elevated-temperature tests (2, 3). The preferred type depends
on the material, its thickness, and the temperatures involved.
For moderately elevated temperatures, one of the room-
temperature designs may be used in an oven in which the air is
circulated to provide uniform heating. One design for side-
support plates that has been found satisfactory for use at
temperatures up to 1000°F (538°C) when lubricated with
graphite is shown in Fig. 1( a) (4). Longitudinal grooves are cut
in each plate with the grooves offset across the thickness of the
specimen. These plates are made of titanium carbide. A type of
side-support plate that has been used in compression jigs to
1800°F (982°C) is shown in Fig. 1(b) (4). This is an assembly
of small titanium carbide balls backed up by a titanium carbide
plate. The balls protrude through holes in the front retaining
plate. The holes for the balls are large enough to allow rotation
and translation of each ball while at the same time retaining the
balls in the plate assembly. The spacing of the balls, which is
normally about 1⁄8 in. (3.2 mm), determines the minimum
specimen thickness that can be tested without buckling be-
tween the balls. Rational values of the ball spacing can be
obtained from calculations based upon the plastic buckling of
simply supported plates where the plate width can be taken as
the ball spacing. Another type of jig has a number of leaf-
spring supports on each side of the specimen (3, 5). This design
is limited to a temperature range in which the metal leaf-spring
elements can support the specimen satisfactorily. Jigs for use
with specimens that are heated by self resistance are discussed
in Ref 1, 6 and 7, which also provide quantitative information
on the effects of lubrication, lateral-support pressure, spring
constant, and misalignment.
3.4.2 The side-support plates are assembled in a frame that
is part of the jig. A typical frame and jig assembly is shown in
Fig. 2. A furnace is placed around the jig after the specimen and
extensometer are assembled in the jig. The holes in the support
blocks are for auxiliary cartridge-type heaters.
4. Heating Apparatus
4.1 The apparatus and method for heating the specimens are
not specified, but in present practice the following are mainly
used.
4.1.1 The resistance of the specimen gage length to the
passage of an electric current,
4.1.2 Resistance heating supplemented by radiant heating,
4.1.3 Radiant heating,
4.1.4 Induction heating, or
4.1.5 Convection heating with circulating-air furnace.
4.2 The apparatus must be suitable for heating the specimen
under the conditions specified in Section 5.
5. Test Specimen
5.1 The size and shape of the test specimen should be based
on three requirements as follows:
FIG. 1 Specimen Side Support Plates (Ref 4)
E 209 – 00 (2005)
2
Copyright by ASTM Int'l (all rights reserved);
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5.1.1 The specimen should be representative of the material
being investigated and should be taken from the material
produced in the form and condition in which it will be used,
5.1.2 The specimen should be adapted to meet the require-
ments on temperature control and rates of heating and strain-
ing, and
5.1.3 The specimen should be conducive to the maintenance
of axial alignment uniform application of force, and freedom
from buckling when loaded to the end point in the apparatus
used.
5.2 The specimens are divided into two general classifica-
tions: those with rectangular cross sections and those with
round cross sections. The dimensions of the specimens are
optional. The specimen must be long enough to be compressed
to the required deformation without interference from a sup-
porting jig but not long enough to permit buckling where it is
unsupported. The end allowance (dimension between the gage
points and the adjacent end of the uniform section) should be
a minimum of one half the width of rectangular specimens or
one half the diameter of round specimens. Typical acceptable
specimens are illustrated in Fig. 3 and Fig. 4.
5.3 When the dimensions of the test material permit, round
specimens should be used. Round specimens should be de-
signed to be free from buckling up to the end point of the test
without lateral support. Rectangular specimens up to 0.250 in.
(6.35 mm) thick normally require lateral support; with greater
thicknesses lateral support may not be required in well-aligned
equipment. The methods covered by this specification are
normally satisfactory for testing sheet specimens down to
0.020 in. (0.51 mm) thick. With smaller thicknesses inaccura-
cies resulting from buckling and nonuniform straining tend to
increase; consequently, extra care in the design, construction,
and use of the test equipment is required to obtain valid results
for specimens in this thickness range. All compression speci-
mens should be examined after they are tested; any evidence of
buckling invalidates the results for that specimen.
5.4 The width and thickness of rectangular specimens and
diameter of round specimens at any point in the gage length
should not vary from the average by more than 0.001 in. (0.025
mm) for dimensions up to 1 in. (25.4 mm) or by more than 0.1
percent for dimensions above 1 in.
5.5 The ends of end-loaded specimens should be parallel
within 0.00025 in. (0.0064 mm) for widths, thicknesses, and
diameters up to 1⁄2 in. (12.7 mm) and within 0.05 percent for
widths, thicknesses, and diameters above 1⁄2 in. The ends of
end-loaded specimens should be perpendicular to the sides
within 1⁄4 of a degree. All machined surfaces should have an
average surface finish of 63 µ in. or better. Rectangular
FIG. 2 Typical Compression Testing Jig for Sheet Specimens
Mounted on Support Jig (Ref 3)
Dimensions
Specimen 1 Specimen 2 Specimen 3
G.L.—Gage Length, in. (mm) 1.000 6 0.005
(25.46 0.13)
2.000 6 0.005
(50.86 0.13)
2.000 6 0.005
(50.86 0.13)
L—Uniform Section, in. (mm) 2.500 6 0.005
(63.56 0.13)
3.000 6 0.005
(76.26 0.13)
2.50 min
(63.5)
W—Width, in. (mm) 0.625 6 0.010
(15.96 0.25)
1.000 6 0.010
(25.46 0.25)
0.500 6 0.010
(12.76 0.25)
E.A.—End Allowance, in. (mm) 0.75 (19) 0.50 (12.7) 0.25 min (6.35)
FIG. 3 Dimensions of Typical Rectangular Specimens
E 209 – 00 (2005)
3
Copyright by ASTM Int'l (all rights reserved);
Reproduction authorized per License Agreement with Monique Tyree (ASTMIHS Account); Mon Jan 30 15:41:06 EST 2006
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specimens should have a width of material, equal to at least the
thickness of the specimen, machined from all sheared or
stamped edges.
5.6 Shouldered specimens may be used in lieu of specimens
with uniform width or diameter, provided the method of
applying force is consistent with requirements of axial align-
ment, uniform application of force, and freedom from buck-
ling.
5.7 The surfaces of the rectangular specimens in contact
with the supporting jig should be lubricated to reduce friction.
The lubricant should have negligible reaction with the surface
of the specimen for the test temperature and time chosen and
should retain its lubricating properties for the duration of the
test. Molybdenum disulfide and graphite are examples of
lubricants that are used.
5.8 Specimen dimensions above 0.100 (2.54 mm) in. should
be measured to the nearest 0.001 in. (0.025 mm) or less;
dimensions under 0.100 in. should be measured to the nearest
1 percent or less. The average cross-sectional area of the gage
length should be used for calculation of stress.
6. Temperature Control
6.1 Conventional Heating—When a conventional-heating
rate is desired, variations in indicated temperature within the
gage length of the specimen should not exceed the following
limits during a test:
Test Temperature
Allowable
Variation, deg F
(deg C), plus
and minus
Up to and including 1800°F (982°C) 5 (3)
Over 1800°F (982°C) up to and including
2800°F (1538°C)
10 (5.5)
Over 2800°F (1538°C) up to and including
3500°F (1927°C)
20 (11)
Over 3500°F (1927°C) 35 (19.5)
The time of heating and holding prior to the start of the
stressing should be governed by the time necessary to ensure
that the temperatures can be maintained as specified. If
compression tests are being made as the counterpart to tension
test under Practice E 21, the heating time and holding time in
both types of tests should be the same. The heating and holding
time actually used should be reported.
6.2 Rapid Heating—When a rapid heating rate is desired,
the preferred conditions for heating the gage length of the
specimen are as follows:
6.2.1 Sixty seconds or less to heat to the indicated nominal
test temperature, and
6.2.2 Holding time at the indicated nominal test temperature
before applying the force equal to the heating time.
6.2.3 The indicated control temperature of the specimen
should not vary more than 610°F (5.5°C) from the nominal
test temperature up to and including 1000°F (538°C) and not
more than 61.0 % of the nominal test temperature above
1000°F. The uniformity of temperature within the specimen
gage length should be within + 10°F and − 20°F (11°C) of the
nominal test temperature up to and including 1000°F and
within + 1.0 and − 2.0 % of the nominal test temperature above
1000°F.
NOTE 5—It is recognized that true temperatures will vary more than the
indicated temperatures. The permissible indicated temperature variations
specified in 6.1 and 6.2 are not to be construed as minimizing the
importance of good pyrometry practice and accurate temperature control
in these tests. All laboratories are obligated to keep both indicated and true
temperature variations as small as practicable. In view of the extreme
dependency of strength of materials on temperature, close temperature
control is necessary. The limits prescribed represent ranges that are
common practice. For further information on pyrometric practices refer-
ence should be made to the “Panel Discussion on Pyrometric Practices.” 4
6.3 In rapid-heating tests a maximum overshoot in the
indicated temperature during the heating and holding period of
20°F or 2.0 % of the nominal test temperature, whichever is
greater, is allowed for a time not exceeding 30 s. The overshoot
limitation permits a larger temperature variation for a 30-s
period prior to testing than permitted for conventional-heating
tests, for which no overshoot in temperature beyond the
allowable variations in 6.1 is allowed.
4 Panel Discussion on Pyrometric Practices, ASTM STP 178, Am. Soc. Testing
Mats. (1955).
Dimensions
Specimen 1 Specimen 2 Specimen 3
G.L.—Gage Length, in. 1.000 6 0.005
(25.46 0.13)
2.000 6 0.005
(50.86 0.13)
1.000 6 0.005
(25.46 0.13)
L—Uniform Section, in. 1.500 6 0.005
(38.16 0.13)
3.375 6 0.05
(85.86 1.27)
1.500 6 0.005
(38.16 0.13)
D—Diameter, in. 0.500 6 0.010
(12.76 0.25)
1.125 6 0.010
(28.66 0.25)
0.375 6 0.010
(9.56 0.25)
E.A.—End Allowance, in. 0.25 (6.35) 0.69 (17.5) 0.25 (6.35)
NOTE 1—S
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