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Sampling Locations and Specimen Preparation for Mechanical Property Tests

I. Sampling Locations (Critical! Sampling positions vary significantly by product form)

Sampling location directly affects test results; therefore, strict provisions apply to different material forms in relevant standards.

1. Steel Plates (Most Common)

In accordance with GB/T 2975 Steel and steel products — Location and preparation of test pieces for mechanical property testing

(1) Tensile Specimens

  • Rolling direction: Transverse (perpendicular to rolling direction).
  • Thickness direction:
    • Thickness ≤ 25 mm: Full-thickness sampling (full-thickness plate specimen).
    • Thickness > 25 mm: Sampling at 1/4 thickness (due to different properties between surface and core).

(2) Charpy Impact Specimens

  • Rolling direction: Transverse.
  • Thickness direction:
    • Thickness ≥ 12 mm: Sampling at 1/2 thickness (best represents overall toughness of the material).
    • Thickness 6–12 mm: Full-thickness specimen with notch machined on the surface.
    • Thickness < 6 mm: Impact test not required per standard.

(3) Bend Specimens

  • Rolling direction: Transverse.
  • Sampling position: Same as tensile specimens.

2. Steel Pipes (Seamless and Welded Pipes)

In accordance with GB/T 2975 and GB/T 6396

(1) Tensile Specimens

  • Sampling direction: Transverse (perpendicular to pipe axis).
  • Sampling position:
    • Seamless pipes: Sampled at 1/2 wall thickness of the pipe body.
    • Welded pipes: Sampled in base metal area, avoiding welds.

(2) Charpy Impact Specimens

  • Sampling direction: Transverse.
  • Sampling position:
    • Seamless pipes: At 1/2 wall thickness.
    • Welded pipes: Normally sampled in the weld heat-affected zone (HAZ) if required by standards or technical agreements.

3. Forgings

In accordance with GB/T 2975 and NB/T 47009

  • Tensile specimens: Sampled at 1/4 radius below the forging surface or as specified on drawings.
  • Impact specimens: Sampled at the same position as tensile specimens.
  • Large forgings: Sampling required at multiple locations (surface, 1/2 radius, center, etc.).

4. Welded Joints (Critical for Pressure Vessels)

In accordance with NB/T 47014 and GB/T 2649

  • Tensile specimens: Along the central axis of the weld.
  • Impact specimens: Notches machined separately in weld metal, heat-affected zone (HAZ), and base metal.
  • Bend specimens: Face bend, root bend, and side bend.

II. Specimen Preparation (Standard-Compliant Practice)

Specimen preparation must ensure:

  • No alteration of material properties
  • Accurate dimensions
  • Qualified surface quality

1. Sampling Methods

  • Mechanical cutting: Sawing, milling (most commonly used).
  • Flame cutting: Only permitted for rough cutting with sufficient machining allowance (generally ≥ 10 mm) to avoid thermal influence.
  • Prohibited: Direct oxyacetylene cutting to final dimensions.

2. Machining Requirements

  • Surface roughness: Generally Ra ≤ 1.6 μm.
  • Parallelism and perpendicularity: Must meet tolerance requirements of GB/T 228 and GB/T 229.
  • Transition radii: Smooth fillets required at shoulders of tensile specimens to avoid stress concentration.
  • Stress relief: Avoid cold work hardening after machining (annealing if necessary).

3. Specimen Types

(1) Tensile Specimens

  • Proportional specimens: e.g., φ10 mm round bar specimen (L₀ = 5d).
  • Plate specimens: For thin and thick plates.
  • Full-thickness specimens: For plate thickness ≤ 25 mm.

(2) Charpy Impact Specimens

  • Standard specimen: 10×10×55 mm (V-notch).
  • Sub-sized specimens: 7.5×10×55 mm, 5×10×55 mm (used when thickness is insufficient).

(3) Bend Specimens

  • Dimensions: Width b = 20 mm (or as per standard), length L = 150–200 mm.
  • Edges: Must be chamfered to prevent cracking during bending.

III. Summary (Engineers’ Common Memory Rule)

  • Steel plates: Tensile — transverse at 1/4 thickness; Impact — transverse at 1/2 thickness.
  • Steel pipes: Transverse sampling at 1/2 wall thickness.
  • Forgings: At 1/4 radius.
  • Welded joints: Sampling required from weld, HAZ, and base metal.
  • Specimen preparation: No thermal influence, accurate dimensions, smooth surface.

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