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Serious consideration must be paid to determining what is the real world for the product. Temperature extremes, numbers of thermal cycles, humidity levels, and salt fog conditions can be
evaluated from the meteorological conditions in the geographic regions where the product will
be located. Electrical environments are based on the operating conditions. Shock loads can be
developed based on handling and operation. However, vibration is a much more difficult environment to determine, evaluate, and test. The size of the product, its orientation to the input levels,
the applied frequency range, the critical frequencies of the product, and the available testing
equipment all must be considered in the development of the laboratory vibration test.
With a product located in an automobile, there is a great range of environments. The vehicle
must be able to operate in both arctic and tropical conditions, at altitudes from sea level to those
in high mountain ranges, in humidity levels from the desert to the salt fog at the seashore, and
over an infinite variety of road surface and speed conditions. All of these must be considered,
evaluated, and included in the laboratory testing environments.
Three classifications of testing are commonly used:
1. Defect exposure
2. Acceptance
3. Qualification
The purpose of defect exposure tests is to evaluate the product during its assembly to ensure
that it has been manufactured properly. The most commonly used type of defect exposure
test is environmental stress screening (ESS) (see Chapter 7, Environmental Stress Screening),
which uses vibration and/or thermal cycling, with the test environments being based on standard
procedures rather than on the intended environments of the product or on correlation with the
real world. Acceptance tests are used to evaluate production hardware and ensure that it meets
the desired requirements and is ready for installation and use in the final product. Qualification
tests are used for evaluating development hardware and initial production hardware, and usually
simulate the entire lifetime of the product.
All of these tests are critical to developing and producing cost-effective, reliable products.
Considerable effort must be placed on developing and performing these tests so that they are
accurate and effective.
Simulation
Simulation is an attempt to match the real-world environment in the laboratory. The real-world
environment must be defined and then data acquired while the product is being subjected to
it. By nature, the laboratory environment approximates the real world as closely as possible,
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T A B L E 8.1
R E A L - W O R L D ENVIRONMENTS
Product Life Phase
Storage
Shipping and
Handling
Customer Use
High Temperature
Occasionally
Usually
Usually
Low Temperature
Occasionally
Usually
Usually
Cycling
Rarely
Usually
Usually
Shock
Rarely
Occasionally
Occasionally
Shock
Rarely
Usually
Usually
Vibration
Rarely
Usually
Usually
Environment
Thermal:
Mechanical:
Electrical:
Voltage
Rarely
Rarely
Usually
Frequency
Rarely
Rarely
Usually
EMI
Rarely
Rarely
Usually
Occasionally
Occasionally
Usually
Dew Cycle
Rarely
Rarely
Occasionally
Altitude
Rarely
Rarely
Occasionally
Submersion
Rarely
Rarely
Occasionally
Dust
Rarely
Rarely
Occasionally
Wind/Rain
Rarely
Occasionally
Occasionally
Ultraviolet
Rarely
Rarely
Occasionally
Salt Spray
Rarely
Rarely
Occasionally
Salt Fog
Rarely
Rarely
Usually
Ozone
Rarely
Rarely
Occasionally
Other:
Humidity
indicates that a specific environment is usually included as a phase of environmental testing for
most products.
The actual environment that a product must survive varies greatly. For example, although
vibration is rarely a concern for the storage phase, it is possible that an electronic box could
be "stored" as a replacement unit on an ocean-going vessel, where it would be subjected to the
vibration of heavy machinery near the storage area. Is the product to be stored in a shed without
environmental control in the arctic or in the tropics? All aspects of the life of the product must
be considered in detail, so that the definition of the real world that will be used for developing
the laboratory test environments is accurate.
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Stimulation
Stimulation testing is conducted in the absence of real-world data or to rapidly precipitate failures. The environment is applied based on predefined limitations for qualification testing. To
precipitate failures, the applied levels are increased. Because it is conducted with arbitrary test
levels, stimulation testing must be used with great care. Time and money are saved because the
efforts of real-world definition, data acquisition, and data reduction are eliminated. However,
the test results can be unreliable because they lack a solid basis in reality.
Application
Stimulation testing is performed to develop a product or to precipitate failures. A prototype product can be subjected to an environment either to survive a predetermined level or to determine its
weaknesses by precipitating failures, which are then corrected. Also, field failures can possibly
be duplicated rapidly in the absence of real-world data by applying laboratory environments.
Typical Test Types
The most commonly applied stimulation vibration test is a sinusoidal input. This can be a sweep
of a frequency range or a dwell at a specific frequency. One procedure is to sweep a frequency
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range to determine the fundamental resonant frequency of the product, and then dwell at this
frequency for a specified time at a defined level (g input). Thermal cycling and thermal shock
are also stimulation tests that are commonly used. Other typical tests include a multiple shockinduced vibration combined with thermal cycling.
Types of Stresses
This section discusses the various types of stresses used in accelerated testing.
Temperature
Stressesand failurescan be induced in hardware by thermal changes. These are usually due
to differential thermal expansion. Assemblies are made at room temperature and thenin the real
worldare subjected to environments from the arctic to the tropics. These assemblies are made
of many different materials, each with a different coefficient of thermal expansion. When the
temperature is changed, the different parts expand or contract different amounts. For electrical
assemblies, breaks can occur in the circuitry. For structural assemblies, stresses are induced as
two parts, which are attached to each other, to change the two different lengths.
Another cause of thermal-induced failures is the transition temperature of metals. Some metals
and alloys exhibit the property that they become brittle and lose ductility when their temperature
decreases to a certain value. Mechanical stresses applied to the material when it is below the
transition temperature can induce catastrophic failures. A historic example of this is the Liberty
ships that were produced during World War II. Many of these ships were made of steel, which
had a marked transition temperature that was not known. The high seas, combined with cold
winter temperatures, in the North Atlantic caused several of these ships to break in two and
disappear without a trace.
Steady State
Steady-state thermal testing is used to evaluate the operating characteristics of hardware in
environmental extremes.
Low TemperatureLow-temperature steady-state testing is used for evaluating hardware
in arctic conditions. Cycling of mechanical components (e.g., latches) at low temperature
evaluates their durability characteristics. Cyclic load testing at steady-state low temperature
exposes the brittleness of materials below their transition temperatures. Mechanical operation at low temperature is used for evaluating the effectiveness of lubricants, bushings, and
bearings. Differential thermal expansion can cause seizing of moving parts. Elastomeric
components can become brittle and crack. Bonding agents may become brittle and lose
their adhesive capabilities.
High TemperatureHigh-temperature steady-state testing is used for evaluating hardware in extreme tropical conditions. Mechanical operation at high temperature is used for
evaluating the effectiveness of lubricants, bushings, and bearings. Elastomeric components
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Air to air
Air to liquid
Liquid to liquid
Vibration
Vibration is possibly the most complex environment that is used for testing. In the early days
of mass production and testing, only two options were available for testing: (1) expose the test
article to the entire real-world environment, or (2) simulate it in the laboratory with a sinusoidal
input. Although frequency and amplitude could be varied for the input, the real world is rarely
sinusoidal, and these tests were at best a poor simulation. It required the advent of the computer
so that vibration data could be reduced, understood, and reproduced in the laboratory.
Laboratory vibration testing falls into three primary categories:
1. Sinusoidal sweeps and dwells
2. Real-time simulation
3. Random vibration
Sinusoidal sweeps and dwells are used for evaluating resonant frequencies, mode shapes, and
damping. They also can be used for quick hardware evaluation in the absence of any real-world
data. Real-time simulation measures the output from the real world and uses it as an input for the
laboratory test. Both sinusoidal vibration and real-time simulation are analyzed and reproduced
in the "time domain." This means that the data are interpreted as a graph of amplitude versus
time. Random vibration is analyzed and reproduced in the "frequency domain," meaning that
the data are interpreted as a graph of amplitude versus frequency. This is an abstract concept
that must be understood in order to effectively apply this means of testing. Random vibration
can accurately simulate the complex vibration input experienced by hardware that is simultaneously exposed to several environments.
Other testing methods include mechanical vibration inputs, vibration induced by repetitive
shocks, and shock input. Mechanical vibration is generally used for simulating unsecured cargo
being transported in a rough environment. Vibration induced by repetitive shocks from multiple
sources can be used to develop a random vibration input. Shock inputs simulate short-timeduration, high-frequency, high-level inputs to the product. All of these methods have advantages
and disadvantages for use in laboratory testing.
The sine wave is the basis of all data analysis and reproduction. Combinations of sine waves of
different amplitudes, durations, and frequencies are used to reproduce more complex environments.
Analysis Tools
There are two primary categories of analytical tools for working with vibration data: (1) tools
for the time domain, and (2) tools for the frequency domain. The time domain tools are used for
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Pneumatic systems are excellent for performing cyclic tests. Actuators can be obtained with
many different stroke lengths and load ratings. However, pneumatic actuators usually are
limited to frequencies below 1 Hz and correspondingly are ineffective for applying vibration
environments.
Electrodynamic
An electrodynamic shaker is essentially a large loudspeaker coil. It is driven electrically by an
amplifier. A computer is used to control it by applying sinusoidal or random vibration using
an acceleration feedback. (A load cell for force feedback also can be used.) Electrodynamic
shakers can be used for applying very-high-frequency inputs. The inputs usually are defined as
random vibration PSD plots or sinusoidal waves that can be repeated easily on any setup without
the requirement of drive file development.
Small components, engine-mounted components, brackets, fluid operating systems, and especially electronics can be tested using electrodynamic excitation, usually in one axis at a time.
Electrodynamics are excellent for running modal surveys of structures, as well as determining
the audible resonances for resolving noise problems.
The lower frequency range of electrodynamic shakers is limited by displacement. For old shakers, this is 1.0-in. double amplitude; for new shakers, it is 2.0-in. double amplitude. This usually
translates to a lower frequency limit of approximately 5 to 10 Hz. The upper frequency limit of
electrodynamic shakers is usually above 2000 Hz. Shakers are readily available in a load range
from 50 force pounds up to and exceeding 35,000 force pounds.
Items tested using electrodynamics are mounted to a plate on or attached to the shaker head. A
"slip table" can be attached to the shaker for obtaining axes of vibration other than those obtained
on the shaker head. The fixture that attaches the test article to the shaker head or slip table must
be rigid and free of all resonances in the frequency range of the test. The fixture is usually constructed of aluminum plate with a minimum thickness of 25 mm (1.0 in.). If more than a flat
plate is required, then multiple plates are welded together using full penetration welds.
Electrodynamic shakers are excellent for testing electronics and are used for ESS of electronics assemblies. They can be used for applying real-world simulations such as servo-hydraulic
systems; however, because of their bulkiness, they usually are limited to one axis of excitation
at a time. Three-axis slip tables are available, but because of cross-talk problems, the three
shakers driving them must be run open loop, and the bearings present control problems at high
frequencies.
Hydraulic
Hydraulics operate using linear actuators. These are powered by hydraulic pumps and reservoirs at high pressure. Some rotary actuators are available. They are controlled by computers
to apply sinusoidal or real-world simulation inputs using force, displacement, or acceleration
feedbacks as controls, using servo-valves to control the flow of pressurized hydraulic fluid into
the actuators.
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Fixturing for shock tests usually is minimal. The test article must be solidly mounted or clamped
to the shock test machine in the desired orientation.
Electrical Stress*
Electrical stress is used to test a product near or at its electrical limits. Exercising circuitry and
simulating junction temperatures on semiconductors are both good examples of electrical stress
tests. There are two basic types of electrical stress tests: (1) power cycling, and (2) voltage
margining.
Power cycling consists of turning product power on and off at specified levels. Voltage margining
involves varying input power above and below nominal product power requirements. A subset
of voltage margining is frequency margining.
Typically, electrical stress alone does not expose the number of defects commonly found
through thermal cycling and vibration stress. However, because it is typically necessary to supply power to products to find the soft or intermittent failures, it can be relatively inexpensive to
implement electrical stress in combination with other stress environments to increase overall
effectiveness.
Combined Environments
Although each environment (e.g., vibration, thermal cycling) must be separated and understood
individually, in the real world, these environments are combined. A car or truck traverses rough
roads in both the summer and winter, in the tropics and in the arctic, at sea level and high in
the mountains. The most representative laboratory tests can combine the vibration, shock, and
thermal environments, as well as others.
A common combination of environments is that of vibration and thermal cycling. Thermal
chambers are made for placing over electrodynamic shakers. Using these, it is possible to
simultaneously apply a vibration input combined with thermal extremes and thermal cycles. For
example, it is possible that an electrical connection could be cracked due to thermal extremes
and differential thermal expansion. However, because the two halves of the joint are in contact,
the electrical performance is unaffected. When a vibration environment is applied, the resulting
motion causes physical separation of the halves of their joint, resulting in an intermittent short
in the electrical circuit and exposing the defect. On a larger scale, it is possible to construct a
test setup where an entire car or truck can be mounted for multiple axes of real-time simulation
vibration input in a chamber where thermal extremes can be applied.
In addition to the standard thermal, humidity, vibration, and electrical environments that are
tested, many other real-world environments must be considered. Depending on the location of
* This material is used courtesy of Thermotron Industries, www.thermotron.com.
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<l\ 3. Dust (MIL-STD-810, Method No. 510.3)Dust, sand, and other impurities can be detn"Q
mental to a product. These particles can be extremely abrasive when driven by wind.
4. Moisture, Wind, and Rain (MIL-STD-810, Method No. 506.3)Moisture driven by wind
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can penetrate seals and cause damage within a product.
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of the product in a different manner than that of a thermal soak.
1g o5-* 5. Ultraviolet (MIL-STD-810, Method No. 505.3)Ultraviolet radiation can cause heating
w 29 6. CorrosionSeveral forms of corrosion can affect the performance of a product. These
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include salt spray and salt fog (MIL-STD-810, Method No. 509.3), brake fluid, soft drinks,
n
and lotions.
7. Explosive Atmosphere (MIL-STD-810, Method No. 511.3)Explosive atmospheric
testing is used to determine if the electronics in a product can ignite a potentially explosive
atmosphere in which it is operated. This primarily is applicable to fuel system components.
8. Fungus (MIL-STD-810, Method No. 508.4)Fungus infiltration can be detrimental to
the durability and operation of a product.
9. Icing (MIL-STD-810, Method No. 508.4)Icing and freezing rain can adversely affect
the operation of components that are exposed to these environments.
Summary
Stress environments can be used individually or in combination. The duration of the tests containing these stresses may be measured in seconds or months. In general, short-duration tests
targeted to specific failure modes are used during product development. This type of test is
likely to use a single type of stress. Qualification tests are typically longer in duration and use
multiple types of stress.
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