GROWTH – DEDICATED CALL – 10/00 TOPIC IV.3 Minimally invasive method for toughness, tensile and creep measurements 1. CONFORMITY WITH THE WORK PROGRAMME This topic falls under the Competitive and Sustainable Growth Programme, generic activity Measurement and Testing. Specifically, it is related to Objective GROW-20006.2.1 Methodologies to Support Standardisation and Community Policies for which expressions of interest have been called. It is also relevant to: Generic Activity 1.1.3-5, Materials and Their Technologies for Production and Transformation, Objectives 5.1, Cross-cutting generic materials technologies, and 5.4, Expanding the limits and durability of structural materials. Generic Activity 1.1.3-6, Measurements and Testing, Objectives 6.2.3: Measurements and testing methodologies in support of quality. 2. KEYWORDS Tensile properties, toughness, creep, non-invasive sampling, residual life, life extension, metals, ceramics, heat affected zones and welds. 3. SUMMARY OF OBJECTIVES AND JUSTIFICATION Objectives This project has the overall aim of selecting and evaluating a minimally invasive method for toughness, tensile and creep measurements on specimens of metal alloys, welds and brittle materials (e.g. advanced coatings) of industrial components based on the testing of small coupons, the so called small punch (SP) test. The objectives of this project are: i. to compare the existing variants of test systems that are now available, ii. to define test conditions and test procedures to give robust and repeatable results, iii. to validate the tensile, toughness and creep testing procedure by inter-laboratory exercise, iv. to produce test guidelines for tensile, toughness and creep in formats suitable for consideration by CEN committees, v. to examine the industrial use of small punch testing by a comparison with results obtained with the other more common test techniques (invasive, destructive, large scale), for a class of materials of wide industrial relevance, vi. to demonstrate by a co-ordinated group of industrial users the non invasive nature of sampling, on their components of interest, by comparing different sampling devices, vii. to explore new directions for use of the method, namely to measure characteristics of heat affected zones in welds, of bonding layers of coatings, and examining the possibility to develop sampling systems in robotic form for remote sampling in DC 10/00/Topic IV.3/ Pg 2 dangerous areas (nuclear, chemical hazards). Some aspects are different in high temperature and low temperature testing, indeed distinct codes of practice will have to be formulated for creep and for low temperature (tensile/toughness) applications. However, today's trend goes toward a unified approach to the problem: exploitation policy towards standardisation bodies, non destructive industrial component sampling qualification, modelling by finite elements, targets of material classes and components are identical items to be considered in the two ranges of temperature. Justification In most cases, component integrity is hardly evaluated, with traditional and well standardised mechanical test techniques, because there is not enough amount of material sampled non invasively from components to allow for determination of mechanical properties. At least in the particular case of creep damage, replicas can reveal cavities non destructively. But evidence has grown indicating that this is just a late index of life consumption (therefore useful, but only suitable to suggest short periods of further operation, not allowing long life predictions); it is unsuitable to be used for materials than do not develop creep cavities, which is the case not only of most non ferrous alloys, but even of several classes of high strength steels used in power plants. As a result, present standards for integrity and remnant life analysis of components must mostly assume that relevant materials data cannot be available. This leads to strongly conservative procedures and safety factors, or to preheating periods (with additional fuel consumption and unnecessary pollution), and premature component removal and replacement. All such inconveniences are merely the consequence of non availability of material data, characteristics of the component in the actual state of material condition. The small punch test technique has grown to answer the needs of personalised material data for evaluating: - integrity of long service components and plant life prediction, - convenience of repairing and replacing welds on old components, - cost of component deterioration, cost of normal service, peak service, plant cycling, - safe periods of plant life extensions.. In addition to these integrity analyses and life extension scope, information on the load carrying properties of particular regions in structural elements realised by miniaturised test techniques is also urgently required by users, namely to provide confidence in the performance of engineering coatings, heat affected zones in welds, repaired regions of gas turbine blades, etc. Though the technique is reasonably established, at least for a number of applications, there are still several variants, results are not always coherent, and it is not endorsed yet by international certification. There is also need of an action at international level to validate and standardise this methodology, possibly in view of its inclusion into test lists in safety regulations (PED related and remanent life codes). Indeed the need for this project has been raised by EPERC (European Pressure Equipment Research Council), and in particular with the endorsement of TG2 of EPERC, linking CEN (as a client of R&D, under M&T area) to EPERC Technical Task Forces; however the new potential interested sectors lie outside the EPERC environment: gas turbines (aero and land), weld technology, steel producers, machinery (particularly for coatings). 4. BACKGROUND In a SP test, a specimen with the shape of a small disk is punched by a spherical ball, up DC 10/00/Topic IV.3/ Pg 3 to failure. Load-displacement records are used to derive estimates of tensile paramenters and, from test at several temperatures, of FATT (Fracture Appearance Transition Temperature); in testing at high temperature creep rupture strength is also measured. The SP test shows strong potential and is the only method existing at present capable of providing experimental determinations of several mechanical characteristics of service exposed materials of components. Moreover, it is non destructive (in the sense that it does not require post sampling repair nor de-rating of operation conditions for subsequent component in service) and provides direct values (i.e. not indirectly deducted from other measurements, such as X ray, cavitation, US methods, magnetic parameters etc. etc.). Nevertheless, there is not jet a proof that this technique can provide results which are as accurate and repeatable as the more commonly used test methods. It was invented in MTI (USA) in 1981, explored in Japan in the early '80s, much progressed by EPRI in America since 1987, and firstly introduced in Europe in 1992, in tests on steels. Industrial use is still limited, due to its limited validation, need of characterisation of SP data analyses for each class of steels (e.g. the findings in Japan on nuclear steels cannot be simply transferred to the EU forged steels of steam plants…), lack of standard codes for SP testing and sampling. While results so far obtained seem often encouraging, new good ideas for improving the results have been raised only quite recently and therefore as yet are poorly explored; among the others: - adding FE modelling, - Local Approach theory, - use of special equipment (videocameras, holography), - new fields of application (superalloys, coatings, heat affected zones in welds, in which case there are no other competitive techniques) The current state of SP technology worldwide is the following: EPRI approach to FATT determination for rotors provided reasonably good results for that class of steels, a Copernicus SP project (EC project, 1994-1997) explored the SP potentials for creep: test configuration was developed, but no creep SP code, 2 steels (same class) explored only, activation energy correctly estimated but no idea how to derive important creep parametres, such as Norton coefficients and creep ductility, an innovative EPRI method (including videocamera and FEM) was recently proposed, as well as possible use of other types of SP test and analysis routes based on modelling by the Local Approach (ESIS), but these ideas were not explored sufficiently, EC-DG12 was recently running an activity on an interferometry technique (called ESPI) applied to SP tests for measuring deflection (at room temperature, aimed at improving alignement, potentially suitable as direct measurement of strains as input to advanced SP data analysis, i.e. Local Approach), studies relevant to test coatings are reported in literature, mostly exploratory (numerical simulations and feasibility), or with preliminary results only, other European SP development works (in UK, Italy and CZ) in the fields of creep and toughness are ongoing, but due to their small dimension (in budget and in R&D collaborations) they run separately, and are therefore mostly limited to looking at systematic correlations to standard creep and toughness data, despite the mentioned barriers (including lack of validated sampling procedures and code acceptation) the industrial use of SP tests continues to grow broader (EPRI on rotors, European utilities and research organisations on rotors and boiler drums and pipes, Japan on nuclear materials, two companies in EU offering sampling service experience). DC 10/00/Topic IV.3/ Pg 4 However, despite this industrially driven interest, there is currently a lack in understanding of how the results of the test depend on test variables, and there is no agreed test procedure for conducting tests. In summary, SP industrial use appears very promising but still limited, due to its novelty, limited validation, lack of standard codes for SP testing and sampling. Room exists for substantial improvement of results: for example, good results were reported in a number of applications of SP tests to different kind of steels (rotors and nuclear pressure vessels), some incorrect estimates were found for toughness and tensile properties for other alloys (Copper steels) utilising the traditional empirical method of data analysis. Hence the need of optimising and verifying the test system and test method, of deriving material specific correlations in the formulas for data analysis, and of exploring and developing better (improved, less empirical, scientifically sound, advanced, innovative) methods of performing the SP tests and SP data analysis. 5. ECONOMIC AND SOCIAL BENEFITS 5.1 Economic benefits There is a large market in Europe for activities related to plan refurbishements, reconversions, revisions to nuclear plant, life extension. Moreover, very old plants exist in East Europe and NIS countries, including nuclear power stations (it is well known that the market there is already open to EU business, and enormous), which might take advantage of sophisticated methodologies as SP. The following is an example for the power production, though similar considerations apply to chemical and petrochemical industry. - In EU countries, one day of loss of production for a large power station means a cost of 200 Keuro. SP tests can provide a measure of the embrittlement (i.e. the FATT) for critical components, non invasively, during a shut down for maintenance. - SP sampling takes 2-3 days of work in situ, costing about 7-15 Keuro (2 persons, travel cost depends from location of plant and SP experts origin); moreover a FATT determination from SP tests has a cost of 7-8 Keuro, including determination of tensile properties (basic SP version; cost of getting SP tensile and toughness data with advanced SP versions will be about twice; SP creep data can have a cost around 10 Keuro). - With lack of SP data for FATT, conservative embrittlement behaviour has to be assumed, leading generally to the need of spending some time (2 days) for pre-heating the large components (to minimise occurrence of large thermal stresses at temperatures below the FATT, i.e. in the brittle condition for the material). - This leads to a penalty of 400 Keuro for the plant: this penalty will occur at each cold start: maybe once per year. On the other hand, SP measure of embrittlement may be taken valid for the next years, SP testing is not needed each year. - In conclusion, on the basis of a five year period, the penalty avoided by SP tests would be 2 Meuro, quite impressive with respect to the cost of routine SP analysis, even for the most expensive – most sophisticated versions of the SP variants (FE, videocamera, Local Approach). The need to improve SP method was emerging from EPERC, mainly TTF5 (on Service Integrity and Life Extension), including end users, weld institutes, component constructors, service providers in the field of NDE and maintenance, research DC 10/00/Topic IV.3/ Pg 5 organisations and universities having core business based on use of test data produced in their labs or allied labs (see enclosed references). The interest is great, and the know how too, so that the capability of the best European industries to utilise the potential offered by the SP technology should provide a step of increased competitiveness. As a consequence of this project the European industrial sectors dealing with such component integrity and life business will move in advance with respect to North America and East Asia. This advantage will not remain for more than a few years, however, as the SP culture will unavoidably diffuse worldwide, even if this project will take protective actions (such as restricting the delivery of the correlations, patenting software packages ..). Nevertheless, the step in safety and efficient use of plants is judged permanent, as well as the benefits in extending the life and reducing negative impact to the society of the large plants (avoiding fuel consumption for long pre-heating, general pollution due to production and premature mounting of new components replacing old ones still in good condition). 5.2 Social benefits Owing to the following benefits: - safer plant operation, - reduced need of new components, - intelligent use of existing plant components in safe and economical manner, SP might become a widespread technique, for a large variety of medium and small service companies that at present have the problem of choosing high-level, economically critical techniques, or very poor but cheap NDE methods in routine works. Privatisations of several safety-relevant industrial sectors (power, petrochemical and chemical) tend to make critical the existence of a good technological know how in service companies. This include labour losses too. SP technology might be a good factor against this unpleasant trend, favouring service company business, SME existence in this field, while maintaining a high level know-how (because SP technology is high level, culture intensive, even if it is cheap). 6. SCIENTIFIC AND TECHNOLOGICAL OBJECTIVES 6.1 Workplan The project should be aimed at fully developing the small punch test method, up to full industrial use i.e. defining strong guidelines how to use this technology for components; and to explore, verify and set up the advanced versions and applications. The workprogramme should be essentially made of: 1. selection of several types of materials (ferritics, austenitics, aged, embrittled, of nuclear, petrochemical and fossil power production) and definition of common working style in SP tests by a pool of labs, 2. SP creep tests and conventional creep tests (if not pre-existing) for comparison, 3. SP tests for tensile, impact and toughness properties, and again tests on normal specimens for comparison, 4. advanced SP methods including finite element modelling and Local Approach, special emphasis on innovative SP testing applications, 5. analysis of SP component sampling by the existing cutting apparatus (mechanical cutter and spark erosion systems), qualification of the sampling operation, experimental demonstration that no post-sampling repair is needed for components, DC 10/00/Topic IV.3/ Pg 6 6. exploitation activity for promoting acceptability of the SP methodology for materials characterisation and plant integrity analyses, 7. technology implementation plan with marketability and new fields perspectives. As part of technology implementation plan, aspects of remote sampling in dangerous areas (nuclear, chemical hazards) should be considered (possible robotics science applied to the current SP sampling devices), as well as SP potential for characterisations and qualifications of blade repairs and coating methods, and for fast determination of new casts of high strength produced economically by Electron Beam melting techniques. 6.2 Outputs to be achieved The deliverables should be: correlation factors between SP and traditional test data, specific for austenitic steels, low alloy piping steels, forged rotor steels, low alloy vessel, nickel and cobalt base alloys, codes of practice for SP tests, at high and low temperature (i.e. creep, tensile, toughness), codes for SP sampling in industrial environments, brochures, codes, and credentials sent to European certification and safety authorities, to favour acceptance into codes of the SP sampling for steel components and the SP testing technology. 7. TIME SCALE Although no rigid timescale requirements apply to this project, based on the described objectives, the whole project should be completed within three years maximum. 8. IMPORTANT ADDITIONAL INFORMATION The need of this project for the pressure equipment field was mentioned already. In addition to make available appropriate materials data for integrity and residual life analyses of plant components, and to provide useful data to research on damage theories (for real components at intermediate state of damage, i.e. not from testing retired parts, almost limited to end of life conditions), the following sectors will also be of interest for this SP technology: a) failure analysis of any type of products - machining the conventional (large) specimens for the standard tests is normally incompatible with the dimensions and shapes of the available parts, b) for thin parts in steels or superalloys (e.g. blades, including gas turbines, both land based and aero) the zone to be characterised is very small and a traditional (large) specimen would be poorly representative (e.g. impact tests on Charpy specimens for Foreign Object Damage assessment cannot sense the surface damaged region of the blade), c) very localised regions must also be tested when needing material data specific for the Heat Affected Zone of welds (alternative to the questionable traditional use of weld simulations by heat treatments), d) small trial melts might be produced by Electron Beam, which is more economical than conventional casting of normal (large) ingots, and from such small casts SP samples can be machined and tested, as first screening in material R&D, e) SP is the best candidate to measure strengths of coatings: the brittleness of the coating DC 10/00/Topic IV.3/ Pg 7 itself (e.g. ceramic), the bonding layer, the interdiffusion region often responsible of important loss of cohesion. References Related projects and actions. This interest is in part a follow up of a previous small exploratory RTD project, concluded a year and half ago, in the frame of a COPERNICUS EC programme, where definite correlations (isostress rupture curves, Norton coefficients, activation energy, ductility …) to the results from the conventional uniaxial creep tests were not produced but the possibility to work in that direction was explored, with promising results. The project (SPCREEP) was limited to a couple of steels, in the field of creep only: therefore not covering the tensile/toughness parts, nor the new extensions here proposed on coatings, nor addressing sampling qualification aspects. THERMIE might have benefit, both for getting the possibility of the SP technique to investigate HAZ with new materials, and also ranking the strength characteristics of different casts (the SP technique was indeed developed in Japan for economic and fast screening of new casts, economically casted in small quantity by electron beam, instead of large ingots from normal furnace melts). It is mentioned that there is an EC project (going to be finished in this time) aimed at developing an optical interferometry method for measuring deflections in SP specimens. This ancillary technology might be considered in the new suggested project. In addition to networking inside PLAN (Structural Mechanics Cluster C, Innovative Test Techniques), the other links would be to COST and the JRC European Networks HYDANET, NESC, AMES (and the above mentioned EPERC). Outcomes from some exploratory thinking over potential for robots for SP sampling in critical dangerous areas might be reported to the PLAN projects area covering robotics. A few literature references on small punch testing Foulds, J.R., and Jewett, C.W., 1991, Miniature Specimen Test Technique for Estimating Toughness, EPRI GS-7526, Project 1957-10, Fin. Rep. Bulloch, J.H. and Hickey, J.J., Miniature Specimen Testing of Critical Components in Steam Rising Plants, Proc. Conf. Press. Vessel & Piping, ASME, Minneapolis, USA, June 1994, PVP Vol. 288, pp. 147-153. Bicego, V., Lucon, E., and Crudeli, R., Integrated technologies for life assessment of primary power plant components, Proc. of Int. Symp. on Materials ageing and component life extension, Eds. Bicego, Nitta and Viswanathan, 1995, EMAS, Vol. I, 295-305. F. Dobes, K. Milicka, B. Ule, T. Sustar, V. Bicego, S. Tettamanti, R.H. Kozlowski, J. Klaput, M.P. Whelan, K. Maile, C. Schwarzkopf, Miniaturised disk-bend creep test of heat-resistant steels at elevated temperatures, Engineering Mechanics, ISSN 1210-2717, Vol.5, 1998, N°3, 157-160. Kameda, J., Bloomer, T.E., and Sakurai, S., Oxidation/Carbonization/Nitridation and in service Mech. Prop. Degradation of CoCrAlY coatings in land based GT blades, Journal of Thermal Spray Technology, Vol. 8(3), 1999, 440-446.