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Abstract: Foil and vibrating wire strain gauges have an optimum strain measurement accuracy of one microstrain. However, they can only
provide discrete strain readings over a single fixed-gauge length. Digital image correlation (DIC) offers an alternative to conventional strain
gauges because a two-dimensional (2D) surface strain field can be obtained from a single sensor (camera). However, the benefits of 2D strain
measurements are only worthwhile if a similar level of measurement accuracy to conventional strain gauges can be achieved. This paper
presents the results of an investigation into the optimum strain measurement accuracy that can be achieved by using the 2D technique on
artificial images (which eliminate errors associated with cameras and lighting). The principle of the 2D DIC technique and its historical
development will be introduced. Then, three potential techniques for taking strain measurements will be presented and compared: single
readings, averaged linear readings, and an approach on the basis of Mohr’s circle. The Mohr’s circle approach was found to be the most
accurate and was not susceptible to image misalignment. Strain measurement accuracy was also found to be affected by the bias error of
the subpixel interpolation scheme, but the use of an 8 coefficient B-spline was found to produce satisfactory results within the error of
conventional strain gauges. Gauge length was also found to have a significant effect on strain measurement accuracy, indicating that
measuring strains in a material in which there are variations across the strain field could result in a loss of measurement accuracy. However,
overall it was found that 2D DIC offers the same strain measurement accuracy as conventional strain gauges when used under ideal
conditions. DOI: 10.1061/(ASCE)CP.1943-5487.0000182. © 2012 American Society of Civil Engineers.
CE Database subject headings: Strain gages; Imaging techniques; Monitoring; Measurement; Tests; Instrumentation.
Author keywords: Strain gauges; Imaging techniques; Monitoring; Tests; Structural behavior.
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Fig. 1. (a) Digital image of unstressed sample showing initial position of image subsets; (b) new locations of image subsets in image of deformed
sample; (c) linear strain calculation of horizontal and vertical strains
images are representative of the optimal performance and accuracy would experience a tensile strain along the y-axis, and a compres-
attainable from the DIC techniques to follow. sive strain along the x-axis. This strain condition has the effect of
elongating the image in one direction and contracting it in the other.
Although this distorts each subset that the program is trying to
Strain between Subsets track, it will be shown that this does not have a detrimental effect
on strain measurement accuracy within the strain limits explored in
The simplest way to calculate the principle strains between the current work. In this analysis, the assumption has been made
images is to calculate the strain between two subsets at opposite that there is no transverse restraint. This may not be the case for
sides of the image. Assume that four subsets were arranged on actual tension tests in which the grips of the test frame provide
the reference image, as shown in Fig. 1(a). The displacement of restraint against transverse displacement and thus may alter the
these subsets as the object is strained is tracked by the software transverse strain response. Fig. 3(a) shows a plot of arrows
[Figs. 1(b and c)]. The resulting displacement, ΔL, can be representative of the displacements undergone by each subset
used to calculate the strain by dividing it by the initial gauge during a deformation of this type from the reference image to
length, L0 : the deformed image. The plot is known as a quiver plot. The
image has been strained so that the center of the image remained
ΔL stationary. The increased number of subset pairs enables the calcu-
ε¼ (1)
L0 lation of multiple principle strain values in each direction, which
are then averaged to obtain a final value in each direction. This
Thus, the principle strain along the x-axis, εxx , would be method requires more computational time, but allows for random
calculated by using errors, such as inaccurate displacement calculations because of
poor texture in a subset, to be averaged out. The multiple strain
Δx values in each direction allow for analysis of strain consistency
εxx ¼ (2)
x in each direction. The standard deviation can be calculated for
the values in each direction, poor data can be removed, and a more
where x = distance in pixels between the centers of two subsets on accurate average strain can be computed. Strain values across
the same line in the x-direction [L0 in Fig. 1(c)]; and Δx = change the image can be plotted to analyze strain change trends. A numeri-
in this separation distance calculated from the deformed image [the cal analysis of the accuracy of this average technique will be
sum of H and H 0 in Fig. 1(c)]. presented after the final strain averaging technique has been
Likewise, the principle strain along the y-axis, εyy , would be introduced.
calculated by using the displacements V and V 0 and the appropriate
gauge length.
Strain Averaging Using Mohr’s Circle
Strain Averaging between Multiple Subsets Another potential approach to strain averaging using the DIC tech-
nique is to calculate the strain by using Mohr’s circle of strain. The
The aforementioned method only calculates each strain value be- Mohr’s circle of strain technique utilizes an arrangement of subset
tween two points over the entire image. To achieve higher accuracy, pairs placed around a circle, as shown in Fig. 2(b). The quiver plot
a larger number of subsets can be arranged on the reference image, for image deformation using the circular subset arrangement is
as shown in Fig. 2(a). Assuming that the artificial reference image shown in Fig. 3(b).
was simulating a material with a positive Poisson’s ratio and was The strain between each subset pair spanning the diameter of the
subjected to a uniaxial tensile stress along the y-axis, the image circle, εθ , is calculated by using
200 200
h(i)
400 400
Pixels
Pixels
600 v(j) 600
800 800
1000 1000
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0 200 400 600 800 1000 0 200 400 600 800 1000
Pixels Pixels
Fig. 2. (a) Subsets aligned to calculate horizontal and vertical strains at multiple locations; (b) subsets aligned to calculate linear strain at various
inclinations
0 0
200 200
400 400
Pixels
Pixels
600 600
800 800
1000 1000
0 200 400 600 800 1000 0 200 400 600 800 1000
Pixels Pixels
(a) (b)
Fig. 3. Vectors of subset movement observed in: (a) rectangular mesh; (b) circular mesh
Pixels
(a) (b)
Fig. 4. (a) Calculation of normal strains using virtual strain gauge rosette; (b) resulting Mohr’s circle of strain
3000 3000
2000 2000
Average of 11 virtual
1000 1000 strain gage pairs
0 0
h v
-1000 -1000
-2000 -2000
-3000 -3000
Fig. 5. Measurements of strain: (a) virtual strain gauge rosette using a circular mesh; (b) average of individual virtual strain gauges using a rectangular
mesh and a priori knowledge of principal strain directions
increase the ability to measure variations in strain, but would reduce error can be attributed to the bias error associated with the subpixel
the physical area of the specimen being monitored. interpolation of the correlation coefficient surface, as will be dis-
cussed later.
The maximum single pair error readings demonstrate the value
Comparison of Strain Calculation Techniques of averaging strain readings. The square averaging and Mohr’s
circle techniques average out a large amount of error induced by
To compare the different methods of obtaining principle strain val- outlying data and greatly enhance accuracy. The two averaging
ues from the images, a set of artificial images subject to increasing techniques produce similar magnitudes of principle strain errors,
strain was analyzed by using the square subset averaging and but what makes the Mohr’s circle approach the superior technique
Mohr’s circle methods. The images were 1; 101 × 1; 101 pixels is its ability to provide accurate shear strain measurements, which
in size with a subset size of 64 × 64 pixels. The square subset mesh are crucial in structural analysis, and its immunity to errors induced
was 1,000 pixels wide, containing 100 subsets along each side. The by the principle strain directions not being perfectly aligned with
individual εxx and εyy values with the most error were recorded the image’s axes.
before averaging to demonstrate the magnitude of error possible
when calculating principle strain values using only a single pair
of subsets in each direction. The circular subset mesh contained Image Alignment
200 subset pairs and was 1,000 pixels in diameter. The results
of the error analysis are shown in Table 1. Because the Mohr’s circle technique involves calculation of strain
These errors are obtained by measuring artificial images. This in virtually every direction in the 2D plane, the technique does not
implies that if the measurement settings were ideal, this is the high- require that the principle strain directions be aligned with the
est degree of accuracy attainable with the current techniques used. image’s axes. The technique produces the strains for every angle
Experimental and field factors, such as relative camera-to-material of orientation on the plane, including the principle strains.
out-of-plane motion, in-plane or out-of plane rotation, lens distor- Conversely, using averaging of the strain values from a square
tions, image acquisition inconsistencies, lighting changes, and non- subset mesh to get principle strains assumes perfect alignment be-
homogeneity of strain, all of which would contribute to additional tween the principle strain directions and the subset axes, which is
strain measurement errors, have been eliminated. The remaining very difficult to achieve in the laboratory and the field. In addition,
there may be cases in the laboratory or field when the principle In the equation, ε1 and ε2 represent the actual principle strains,
strain directions are not known beforehand. In this case, the strains and by varying θ, one can see the error induced in the measurement
measured by using the square/rectangular mesh would be useless in of ε1 through misalignment. Fairly small misalignments result in
giving information about the principle strains and their directions, insignificant strain errors. However, under more complex testing
whereas the Mohr’s circle approach could be used to accurately conditions when the angle between the principle strain and image
determine the principle strain values and their directions. axes is not known, these errors can become significant. The Mohr’s
If there is misalignment, what is computed as a principle strain circle technique is not susceptible to strain errors attributable to
value using the square subset mesh is in fact a combination of an misalignment.
axial strain and a shear strain. Fig. 6(a) presents a case in which the As stated earlier, the purpose of this paper is to investigate the
principle strain axes do not coincide with the rectangular subset potential of 2D-DIC as an alternative method to conventional strain
pairs axes. For comparison, a circular subset mesh was used with gauges for obtaining strain measurements. The paper has been in-
the same misaligned image, as seen in Fig. 6(b). On the Mohr’s vestigating the potential accuracy of the DIC technique in an ideal
circle of strain plot in Fig. 7, using the vertical and horizontal dis- setting in which laboratory- or field-induced errors were not exist-
placements of the misaligned subsets to determine the principle ent. Any remaining errors can thus be attributed to the following:
strains results in incorrectly plotting two points with nonzero shear bias error on the basis of the subpixel interpolation scheme, the
strain values as the principle strains. Hence, the induced error gauge length (diameter) of the subset mesh, and surface texture
would result in principle strain values that are too small in magni- quality. Discussion on bias error and gauge length follow. Texture
tude, as illustrated by the reduced-diameter Mohr’s circle in Fig. 7. quality is currently an ongoing topic of research and will be dis-
With an exaggerated in-plane rotation, one can observe the ef- cussed in a future paper.
fect of misalignment on the quiver plots. Fig. 6(a) clearly shows
that shear strain has been introduced into the square quiver plot,
while Fig. 6(b) shows that the circular quiver plot is just rotated, Bias Error
with no loss in accuracy. The relationship between axis misalign-
ment (expressed as an angle, θ, between the strain axis and the im- As stated previously, the accuracy with which subset displacements
age axis) and the principle strain measurement error, ε1error , for both can be determined is dependent on how accurately the peak of the
individual subset pairs and the square subset is given by Eq. (5) correlation coefficient can be determined. Because the authors
computed the correlation coefficient using the discrete intensity
patterns of the images, this accuracy was initially one pixel, which
ε1 þ ε2 ε 1 − ε2 is unacceptable if strain resolution comparable to conventional
ε1error ¼ ε1 − − ðcos 2θÞ (5)
2 2 strain gauges is to be achieved. Hence, subpixel interpolation is
0
(a) (b)
200 200
400 400
Pixels
Pixels
600 600
800 800
1000 1000
200 400 600 800 1000 200 400 600 800 1000
Pixels Pixels
Fig. 6. Measured displacements of (a) rectangular mesh; (b) circular mesh when principal strain directions (ε1 , ε2 ) are not aligned with the coordinate
system of the digital image (x, y)
20
B-spline
coefficient correlation system for use in the non-destructive testing of advanced
4 engineering ceramics.” Key Eng. Mater., 86–87, 237–244.
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plastic zone by laser-speckle correlation.” Exp. Mech., 31(4),
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8
Foil 348–352.
0 gages
0 500 1000 1500 2000 Dawicke, D. S., and Sutton, M. A. (1994). “CTOA and crack-tunneling
Gage length (pixels) measurements in thin sheet 2024-T3 aluminum alloy.” Exp. Mech.,
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Fig. 9. Effect of gauge length on theoretical strain measurement error Han, G., Sutton, M. A., and Chao, Y. J. (1994). “A study of stationary crack
tip deformation fields in thin sheets by computer vision.” Exp. Mech.,
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34(2), 751–761.
Han, G., Sutton, M. A., and Chao, Y. J. (1995). “A study of stable crack
growth in thin SEC specimens of 304 stainless steel.” Eng. Fract.
are developed to further reduce bias error. In addition, higher Mech., 52(3), 525–555.
resolution cameras will allow for longer pixel gauge lengths for Hung, P. C., and Voloshin, A. S. (2003). “In-plane strain measurement by
the same field of view, reducing strain error. digital image correlation.” J. Braz. Soc. Mech. Sci. Eng., 25(3),
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Liu, J., Sutton, M. A., and Lyons, J. S. (1998). “Experimental characteri-
Conclusions zation of crack tip deformations in alloy 718 at high temperatures.”
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The 2D-DIC strain measurement has the potential to provide the Lyons, J. S., Liu, J., and Sutton, M. A. (1996). “High-temperature defor-
same strain accuracy as foil and vibrating wire strain gauges for mation measurements using digital-image correlation.” Exp. Mech.,
materials experiencing homogeneous strain. Using the Mohr’s 36(1), 64–70.
circle of strain as a strain averaging technique was shown to be McNeill, S. R., Peters, W. H., and Sutton, M. A. (1987). “Estimation of
a more accurate method than using single pairs of subsets or aver- stress intensity factor by digital image correlation.” Eng. Fract. Mech.,
aging subset pairs aligned with the image axes. The Mohr’s circle 28(1), 101–112.
Pan, B., Qian, K., Xie, H., and Asundi, A. (2009). “Two-dimensional
of strain approach accurately calculates both principle and shear
digital image correlation for in-plane displacement and strain measure-
strains, enabling reliable use when principle strain directions and ment: A review.” Meas. Sci. Technol., 20(6), 062001.
image axes are not aligned. Analysis of artificial images simulated Pan, B., Xie, H., Guo, Z., and Hua, T. (2007). “Full-field strain measure-
the absence of experimental and field-induced errors. With the ment using a two-dimensional Savitzky-Golay digital differentiator in
artificial texture used, a minimum gauge length of 1,000 pixels, digital image correlation.” Opt. Eng., 46(3), 033601.
and an 8 coefficient B-spline interpolation scheme, mean strain er- Peters, W. H., and Ranson, W. F. (1982). “Digital imaging techniques in
rors under two microstrain are achievable. Further advancements in experimental stress analysis.” Opt. Eng., 21(3), 427–431.
subpixel interpolation methods and camera technology will allow Peters, W. H., Sutton, M. A., Ranson, W. F., Chu, T. C., and Anderson, J.
the 2D-DIC technique to be used to accurately provide readings for (1983). “Application of digital correlation methods to rigid body
a varying strain field. Because 2D-DIC strain measurement has mechanics.” Opt. Eng., 22(6), 738–742.
been shown to have the same level of accuracy as conventional Roesgen, T. (2003). “Optimal subpixel interpolation in particle image
velocimetry.” Exp. Fluids, 35(3), 252–256.
strain gauges, it is worthwhile to pursue techniques to reduce
Schreier, H. W., Braasch, J., and Sutton, M. A. (2000). “Systematic errors
laboratory and experimental errors, such as camera motion and
in digital image correlation caused by intensity interpolation.” Opt.
misalignment, illumination changes, image acquisition inconsisten- Eng., 39(11), 2915–2921.
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Sutton, M. A., Oreu, J.-J., and Schreier, H. W. (2009). Image correlation
Acknowledgments for shape, motion and deformation measurements, Spring Science and
Business Media, New York.
The authors would like to thank the Natural Science and Engineer- Sutton, M. A., Turner, J. L., Chao, Y. J., Bruck, H. A., and Chae, T. L.
ing Research Council of Canada for their financial support of this (1992). “Experimental investigations of three-dimensional effects
research. near a crack tip using computer vision.” Int. J. Fract., 53(3),
201–228.
Sutton, M. A., Wolters, W. J., Peters, W. H., Ranson, W. F., and
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