Test Works Manual

Using TestWorks 4
Electromechanical
Static Hydraulic
Servohydraulic
be certain.
100-093-627 F
Copyright information
Trademark information
2010-2011 MTS Systems Corporation. All rights reserved.

MTS, TestWorks, and MTS Insight are registered trademarks of MTS Systems Corporation
within the United States. These trademarks may be protected in other countries.
Microsoft, Windows, Windows NT, Microsoft Word Viewer for Windows, and MS Paint
are registered trademarks of Microsoft Corporation. Pentium is a registered trademark of
Intel Corporation. Word Perfect is a registered trademark of Lotus Development
Corporation. Acrobat Reader and Photoshop are registered trademarks of Adobe Systems
Incorporated. FreeHand is a registered trademark of Macromedia Incorporated. NI-DAQ
and NI-GPIB driver software for Windows are registered trademarks of National
Instruments Corporation.All other trademarks or service marks are property of their
respective owners.
Proprietary information
Software validation and

verification
Software use and license is governed by MTSs End User License Agreement which
defines all rights retained by MTS and granted to the End User. All Software is
proprietary, confidential, and owned by MTS Systems Corporation and cannot be copied,
reproduced, disassembled, decompiled, reverse engineered, or distributed without express
written consent of MTS.
MTS software is developed using established quality practices in accordance with the
requirements detailed in the ISO 9001 standards. Because MTS-authored software is
delivered in binary format, it is not user accessible. This software will not change over
time. Many releases are written to be backwards compatible, creating another form of
verification.
The status and validity of MTSs operating software is also checked during system
verification and routine calibration of MTS hardware. These controlled calibration
processes compare the final test results after statistical analysis against the predicted
response of the calibration standards. With these established methods, MTS assures its
customers that MTS products meet MTSs exacting quality standards when initially
installed and will continue to perform as intended over time.
Publication information
Manual Part Number
Publication Date
7199935 B
March 2002
100-093-627 A
July 2002
100-093-627 B
May 2004
100-093-627 C
October 2005
100-093-627 D
March 2010
100-093-627 E
August 2010
100-093-627 F
July 2011
Contents
Technical Support 7
How to Get Technical Support 7
Before You Contact MTS 8
If You Contact MTS by Phone 9
Problem Submittal Form in MTS Manuals 10
Preface 13
Before You Begin 13
Conventions 14
Documentation Conventions 14
TestWorks 4 General Information 17

Introduction 17
TestWorks 4 Test Window 21
TestWorks 4 Review Page Window 24
Systems Using TestWorks 4 27

Electromechanical (EM) Systems 27
Static Hydraulic (StH) Systems 28
Servohydraulic(SH) Systems 29
What Happens When You Send a Command 30
Safety Notice 31
Installation 33
Using TestWorks 4 - EM
Install TestWorks 34
Before You Start 34
Things You Need to Know 35
Installation Procedure 35
Running a Test 37
Printing and Exporting Data 41
Creating a Method - Using Edit Method 49
Test Flow / Test Segment Configuration 59
Idle 60
Pre-Sample 61
Pre-Specimen 63
Specimen 66
Post Specimen 72
Post Sample 75
Editing Configuration Items 77

Channels 78
Formulas 83
Inputs 87
Miscellaneous 92
Hardware Status 94
Limit Detection 95
Sample/Specimen Export 98
Sample/Specimen Report 101
Units 103
Formula Builder - (Creating Formulas) 111

Meter Configuration 127
Reviewing Data 131
Review Graph 139
Results/Inputs Panel 152
Statistics Table 156
Sample Properties Dialog 159
Results Order Setup 161
Review Graph Setup 163
Appendix 195
Calibration Method Description 195
TestWorks 4 Conversion Program 197
Import From TestWorks 4 Sample 202
Technical Support
How to Get Technical Support
Start with your
manuals
The manuals supplied by MTS provide most of the information you need to
use and maintain your equipment. If your equipment includes software, look
for online help and README files that contain additional product
information.
If you cannot find answers to your technical questions from these sources,
you can use the Internet, e-mail, telephone, or fax to contact MTS for
assistance.
Technical support
methods
www.mts.com
MTS provides a full range of support services after your system is installed.
If you have any questions about a system or product, contact Technical
Support in one of the following ways.
The web site provides access to our technical support staff by means of an
onlineform:
www.mts.com > Contact MTS > Service & Technical Support button
E-mail
Telephone
Fax
Outside the U.S.
tech.support@mts.com
MTS Call Center 800-328-2255
Weekdays 7:00 A.M. to 5:00 P.M., Central Time
952-937-4515
Please include Technical Support in the subject line.
For technical support outside the United States, contact your local sales and
service office. For a list of worldwide sales and service locations and contact
information, use the Global MTS link at the MTS web site:
www.mts.com > Global MTS > (choose your region in the right-hand
column) > (choose the location closest to you)
Using TestWorks 4
Technical Support
Before You Contact MTS

MTS can help you more efficiently if you have the following information
available when you contact us for support.
Know your site

number and system
number
The site number contains your company number and identifies your
equipment type (such as material testing or simulation). The number is
typically written on a label on your equipment before the system leaves
MTS. If you do not know your MTS site number, contact your sales
engineer.
Example site number: 571167
When you have more than one MTS system, the system job number
identifies your system. You can find your job number in your order
paperwork.
Example system number: US1.42460
Know information from

prior technical
assistance
Identify the problem
Technical Support
If you have contacted MTS about this problem before, we can recall your file
based on the:
MTS notification number
Name of the person who helped you
Describe the problem and know the answers to the following questions:
How long and how often has the problem occurred?
Can you reproduce the problem?
Were any hardware or software changes made to the system before the
problem started?
What are the equipment model numbers?
What is the controller model (if applicable)?
What is the system configuration?
Using TestWorks 4
Know relevant
computer information
Know relevant
software information
For a computer problem, have the following information available:
Manufacturers name and model number
Operating software type and service patch information
Amount of system memory
Amount of free space on the hard drive where the application resides
Current status of hard-drive fragmentation
Connection status to a corporate network
For software application problems, have the following information

available:
The software applications name, version number, build

number, and (if available) software patch number. This
information can typically be found in the About selection in
the Help menu.
The names of other applications on your computer, such as:
Anti-virus software
Screen savers
Keyboard enhancers
Print spoolers
Messaging applications
If You Contact MTS by Phone

A Call Center agent registers your call before connecting you with a
technical support specialist. The agent asks you for your:
Using TestWorks 4
Site number
Name
Company name
Company address
Phone number where you can be reached
Technical Support
If your issue has a notification number, please provide that number. A new
issue will be assigned a unique notification number.
Identify system type
Be prepared to
troubleshoot
Write down relevant

information
After you call
To enable the Call Center agent to connect you with the most qualified
technical support specialist available, identify your system as one of the
following types:
Electromechanical material test system
Hydromechanical material test system
Vehicle test system
Vehicle component test system
Aero test system
Prepare to perform troubleshooting while on the phone:
Call from a telephone close to the system so that you can implement
suggestions made over the phone.
Have the original operating and application software media available.
If you are not familiar with all aspects of the equipment operation, have
an experienced user nearby to assist you.
In case Technical Support must call you:
Verify the notification number.
Record the name of the person who helped you.
Write down any specific instructions.
MTS logs and tracks all calls to ensure that you receive assistance for your
problem or request. If you have questions about the status of your problem or
have additional information to report, please contact Technical Support
again and provide your original notification number.
Problem Submittal Form in MTS Manuals

Use the Problem Submittal Form to communicate problems with your
software, hardware, manuals, or service that are not resolved to your
satisfaction through the technical support process. The form includes check
boxes that allow you to indicate the urgency of your problem and your
expectation of an acceptable response time. We guarantee a timely
responseyour feedback is important to us.
10
Technical Support
Using TestWorks 4
Access the Problem Submittal Form:
Using TestWorks 4
In the back of many MTS manuals (postage paid form to be mailed to

MTS)
www.mts.com > Contact Us > Problem Submittal Form button

(electronic form to be e-mailed to MTS)
Technical Support
11
12
Technical Support
Using TestWorks 4
Preface
Before You Begin
Safety first!
Other MTS manuals
Before you use your MTS product or system, read and understand the Safety
manual and any other safety information provided with your system.
Improper installation, operation, or maintenance can result in hazardous
conditions that can cause severe personal injury or death, or damage to your
equipment and specimen. Again, read and understand the safety information
provided with your system before you continue. It is very important that you
remain aware of hazards that apply to your system.
In addition to this manual, you may receive additional manuals in paper or
electronic form.
You may also receive an MTS System Documentation CD. It contains an
electronic copy of the manuals that pertain to your test system, such as:
Hydraulic and mechanical component manuals
Assembly drawings
Parts lists
Operation manual
Preventive maintenance manual
Controller and application software manuals are typically included on the

software CD distribution disc(s).
Using TestWorks 4
Preface
13
Conventions
Conventions
Documentation Conventions
The following paragraphs describe some of the conventions that are used in
your MTS manuals.
Hazard conventions
Hazard notices may be embedded in this manual. These notices contain

safety information that is specific to the activity to be performed. Hazard
notices immediately precede the step or procedure that may lead to an
associated hazard. Read all hazard notices carefully and follow all directions
and recommendations. Three different levels of hazard notices may appear
in your manuals. Following are examples of all three levels.
Note
For general safety information, see the safety information provided

with your system.
DANGER
Danger notices indicate the presence of a hazard with a high level of risk
which, if ignored, will result in death, severe personal injury, or substantial
property damage.
WARNING
Warning notices indicate the presence of a hazard with a medium level of

risk which, if ignored, can result in death, severe personal injury, or
substantial property damage.
CAUTION
Caution notices indicate the presence of a hazard with a low level of risk
which, if ignored, could cause moderate or minor personal injury or
equipment damage, or could endanger test integrity.
Notes
Notes provide additional information about operating your system or

highlight easily overlooked items. For example:
Note
Special terms
14
Preface
Resources that are put back on the hardware lists show up at the
end of the list.
The first occurrence of special terms is shown in italics.
Using TestWorks 4
Conventions
Illustrations
Electronic manual
conventions
Hypertext links
Using TestWorks 4
Illustrations appear in this manual to clarify text. They are examples only
and do not necessarily represent your actual system configuration, test
application, or software.
This manual is available as an electronic document in the Portable
Document File (PDF) format. It can be viewed on any computer that has
Adobe Acrobat Reader installed.
The electronic document has many hypertext links displayed in a blue font.
All blue words in the body text, along with all contents entries and index
page numbers, are hypertext links. When you click a hypertext link, the
application jumps to the corresponding topic.
Preface
15
Conventions
16
Preface
Using TestWorks 4
Introduction
TestWorks 4 General Information

Introduction
This manual is written and designed to get you up and running with your
TestWorks 4 software package - to discover its capabilities, understand its
operating requirements, and learn how to configure the software to meet
your testing needs. This manual will allow you to configure methods and
gain a thorough understanding of TestWorks 4 up to the Reviewing Data
Section. It should be noted that the capabilities of TestWorks 4 reach beyond
the Reviewing Data Section. Future manuals and sections will include
advanced features within the software.
TestWorks 4 is MTS Systems Corporations latest testing software to be used
in conjunction with an MTS or compatible frame system. The premise of the
manual is to guide you through the various levels and stages based on your
responsibilities and privilege level.
TestWorks 4 is a versatile software program offering you a host of features
that will make the material testing process fast and easy to use. Please note
that what the software displays at various points in the testing process can
vary depending on how the test methods and user profiles have been
configured. As a result, the screens and graphs shown in the manual might
be slightly different then what you see in the software. If at any time you
have questions about TestWorks 4, refer to Technical Support on page 7.
General testing
package
TestWorks 4 software has various method templates available. One of the

most popular is the General Testing Package. The method templates provide
a starting point in configuring test methods that conform with your testing
needs. The General Testing Package is separated into 4 specific testing
categories.
MTS Tensile
This provides five basic Tensile method templates to help you create tests
that will pull your specimens apart. Included with these methods are the preconfigured 2-speed method, an extensometer tensile method, and an
extensometer/crosshead (actuator rod) tensile method.
MTS Compression
Using TestWorks 4
Supplies three Compression method templates allowing you to configure

specific compression procedures.
17
Introduction
MTS Flex
18
Within MTS Flex are two 3-Point Bend and one 4-Point Bend method
templates.
MTS Peel-Tear
The Peel-Tear category provides five basic method templates: (1) Peel-Tear
master, (1) generic Peel method, and (3) speciality Tear and Shear by
Tension methods.
Optional features
Many additional features can be purchased to meet your companys specific

needs. Some of these features might already be part of the system you
ordered, or they can be added to your system as your requirements change.
Using TestWorks 4
Introduction
Note
Using TestWorks 4
In TestWorks 4 software, you can determine what options are

included with your system by clicking the Help menu option and
then selecting About.
Material Reference This allows you to create target values for your
results. You can specify a target, an upper and lower warning value, and
an upper and lower error value. When you perform a test, informative
icons will be displayed next to your results that tell you how the results
compare to your targets.
BiDirectional LIMS Interface This adds the ability to communicate

with most Laboratory Information Management Systems (LIMS). You
can receive new test parameters from your LIMS, and then send the
results back to the LIMS automatically.
Advanced Rate Control This allows you to perform closed-loop

control of your machine using any data channel. It is often used to move
the machine at a constant load rate or strain rate.
MultiChannel Software This allows you to create additional data

channels that are derived from existing hardware and software
channels.
Creator Privilege Level This provides you with the greatest

flexibility to add and sequence the test segments that make up your
methods. The Definer Privilege level that is part of the basic package
only allows you to add test segments that do not control the machine.
With the Creator Privilege level, you can add any test segment, and in
any order you choose.
SQC/SPC Package This software option provides tools for analysis

of test results in the manufacturing and quality control environments.
These tools allow you to track sample data to recognize potential
problems with manufacturing operations before they occur and to help
fine-tune the manufacturing process to keep an acceptable level of
control. Any configured test result or specimen input value can be
monitored with this option.
Additional Method Packages MTS offers method packages specific

to your testing needs - N, R, & K, Plastics, Seam Slippage, Foam,
Multi-Cycle, etc. MTS can also create custom test methods based upon
your needs at an additional cost.
19
Introduction
Compatible systems
20
Compatible systems include: MTS Criterion, MTS Insight, MTS Alliance

Load Frames, MTS S, D, G, and M Series Systems, MTS ReNew Systems,
MTS DY2x and DY3x Systems, MTS Synergie Systems, Instron E/M
Systems, SATEC E/M Systems, Zwick E/M Systems, and Other E/M
Systems.
Using TestWorks 4
TestWorks 4 Test Window

1
2
3
4
11
12
10
9
8
7
Using TestWorks 4
13
14
15
21
Item
Control
Description
Main Menu
The Main Menu is always visible above the TestWorks 4

window and accesses many of the software features. Review
each menu item in more detail with the use of the TestWorks 4
Help System. When you are viewing the Test Window or the
Review Window, the main menu looks like the example on the
preceding page.
Note
To find out what a particular toolbar button does when

using the software, simply place your mouse pointer on
top of the button. A small Tool Tip window will display
the name and function of the button.
Move the crosshead

(actuator rod) to a
specified position
Prompts you to designate a new position for the crosshead

(actuator rod). The crosshead (actuator rod) will then move to
that position.
Toolbar
The toolbar contains buttons that perform common TestWorks 4

functions. Because there are three main tabs within TestWorks 4
software, your toolbar appearance can change. This is because
there is a separate toolbar configuration for each of the tabs.
Move the crosshead up

(retract the actuator rod)
Press and hold to move the crosshead in the up direction; or

retract the actuator rod. Motion continues until the button is
released.
Run
Click Run to start the test.
Panel input region
Allows you to view and sometimes edit the inputs that affect a
test method. It contains the following five fields: Panel Inputs,
Value, Units, Report Order, and Input Order.
Pause
Temporarily stops crosshead or actuator rod motion during a

test. To resume motion, click Pause again.
Return
Returns the crosshead or actuator rod to its Zero Position at

maximum speed.
Move the crosshead down

(extend the actuator rod)
Press and hold to move the crosshead in the down direction; or

extend the actuator rod. Motion continues until the button is
released.
10
Stop
Click this button to stop the test is in progress.
11
Message region
Whenever TestWorks 4 is performing an action, it displays a

message in this area. Typical messages include Loading,
Analyzing, and the Method is Valid.
22
Using TestWorks 4
Item
Control
Description
12
Meter region
Digital displays of the signals coming from your data channels.

Basic channels such as load and crosshead (actuator rod)
position update in real-time whether or not a test is running.
Formula channels only update during a test. From the Meters
Region, you can change the number and type of meters
displayed, zero (or tare) a data channel, configure a data
channel and configure the device connected to a data channel.
13
Specimen count
This region displays the total number of specimens that have

been tested within the sample.
14
Motion indicator
This indicator tells you the current state of the crosshead or

actuator rod. The indicator appears asicons indicating that the
crosshead is moving up (the actuator rod is retracting), the
crosshead is moving down (the actuator rod is extending) or
motion has stopped.
15
Frame/Hardware Status
Toolbar
This area displays the Workspace Indicator, Clutch Setting, and

Frame Status icons.
Workspace Indicator - this indicator tells you whether the
test method is configured to test above or below the
crosshead.
Clutch Setting - This only applies to systems with a clutch;
some EM systems and all servohydraulic and ststic
hydraulic systems do not have a clutch. This indicator
indicates the clutch that your frame/machine is currently
using. If the lever is pointed up, the machine is in high
clutch. If the lever is pointed down, the machine is in low
clutch.
Frame Status - there are three machine status indicators.
Place your mouse over the top of each of them and the
Tool Tip will display the name of the indicator. The Upper
Limit indicator refers to the upper crosshead limit; red
means that the crosshead has reached this limit. The Lower
Limit indicator refers to the lower crosshead limit; red
means that the crosshead has reached this limit. The
Connected indicator means that the software is connected
to the test frame; red means that it is not connected.
Using TestWorks 4
23
TestWorks 4 Review Page Window

2
24
Using TestWorks 4
Item
Control
Description
Graph legend
This area displays specimen icons beside each specimen. The

appearance will change according to the characteristics of the
specimen. To make a specimen active, highlight the specimen
inside the legend. The curve of the active specimen is displayed
in the Review Graph and its results appear in the Result Panel.
Review graph
Plots your specimen data after the data has been collected and
the test has ended. The Review Graph is displayed according to
the settings made within the Review Graph Setup. The active
curve appears in its own color and line style and contains a
crosshair that is used to locate individual data points.
Results/input panel
Displays the results of the active specimen but can also display
the raw channel data, required inputs, inputs for preallocated
specimens or editable post-test inputs.
Data point indicator
Gives you the data point of the crosshair position on the Review
Graph and the units of the extension and load.
Statistics table
Displays a statistical comparison of the specimen results for a

specified sample.
Movable sash
Allows you to adjust the size of the window to your

specifications.
Using TestWorks 4
25
26
Using TestWorks 4
Systems Using TestWorks 4

TestWorks 4 can be used to control a wide variety of systems. Although
TestWorks 4 can run on older systems and other non-MTS systems, this
section details the various MTS systems that are currently shipping as of the
publication date. You should be familiar with your systems components and
the operation of system machinery.
Electromechanical (EM) Systems

The electromechanical (EM) load frames have a rectangular shape and
include a base unit and one or two vertical columns. The two-column models
have a fixed upper transverse beam. The moving crosshead is driven by
precision ball screws on the load frame.
Important
The crosshead is the moving and force generating component

during setup and testing.
Crosshead
Using TestWorks 4
27
Static Hydraulic (StH) Systems

The static hydraulic (StH) frame is composed of base, test table, lower
crosshead, upper crosshead, feeding rod, lead screw, etc. The test table is
connected to the upper crosshead by the columns to form a stiff frame, and
the test table is connected to the actuator rod through a load cell. There are
two testing spaces in the frame: the tension space is between the upper and
lower crossheads and the compression space is between the lower crosshead
and the test table. Both the tension and compression spaces can be adjusted
by moving the lower crosshead up and down according to your testing needs.
Important
The test table (driven by the actuator), upper crosshead, and

columns are the moving and force generating components
during setup and testing.
Upper Crosshead
Columns
Test table
(actuator driven)
28
Using TestWorks 4
Servohydraulic (SH) Systems

The servohydraulic (SH) load frame is a stand-alone testing unit. The load
unit consists of the load frame plus additional parts: actuator, hydraulic
service manifold with servovalve, hydraulic crosshead lifts, and control
modules. Load units come in different sizes and shapes to accommodate a
variety of testing requirements.
Important
The actuator rod is the moving and force generating

component during setup and testing.
Actuator Rod
Actuator Rod
Actuator Rod
Using TestWorks 4
29
What Happens When You Send a Command

It is important to know what will happen when you send a command to the
crosshead or actuator. This is critical during setup and specimen installation.
For most EM systems, the up arrow (item 1 in the figure below) corresponds
to crosshead up and the down arrow (item 2 in the figure below) corresponds
to crosshead down. For most StH and SH systems, the up arrow corresponds
to actuator rod retract and the down arrow corresponds to actuator rod
extend.
The generalizations above are dependant on system polarity, the type of test
being performed, the orientation of the load frame, the orientation of the
actuator in SH load units, etc. For example, if the EM frame is configured
horizontally, up and down become left and right.
30
Using TestWorks 4
Safety Notice
WARNING
You can not equate arrow indicators on the buttons with up and down
direction of travel of the crosshead or the actuator rod.
Unexpected crosshead or actuator rod movement can cause equipment
damage and personal injury.
Direction of crosshead or actuator rod travel depends on system polarity, the
type of test being performed, the orientation of the load frame, the orientation
of the actuator in SH load units, etc.
It is the customers responsibility to know what will happen when a command
is given to the frame either by the TestWorks main display controls or test
program.
You can not necessarily equate arrow indicators on the buttons with up and
down direction of travel of the crosshead or actuator rod. For example, in a
load unit with baseplate mounted actuator, pressing the up arrow button
retracts the actuator rod causing it to go down. But in a crosshead mounted
actuator, pressing the up arrow button retracts the actuator rod causing the
actuator rod to go up. Polarity of the valve driver could also affect actuator
rod direction.
It is recommended that you try out the TestWorks controls without a
specimen installed and observe what happens when the up or down arrow is
pressed. It is your responsibility to know how your system performs.
Using TestWorks 4
31
32
Using TestWorks 4
Installation
This section explains how to install the MTS TestWorks 4 application and its
associated software and package options. The application, options, and
packages are installed using one common setup program, which lets you
select which options and packages you want to install. There are three
primary versions of the software:
TW4 Essentials
TW4 Advanced
Reanalysis
Depending on which primary version you install, the TestWorks 4 software

options can include:
Product Editing Level

One or more strain signals
Reference Material Configuration Item
Advanced Rate Control
Multi-Channel
And depending on which primary version you install and which software
options you install, the TestWorks 4 package options can include:
Using TestWorks 4
SQC/SPC Package
N, R, and K Package
Seam Slippage Package
Creep Stress Package
Plastic Package
Foam Package
MultiCycle Package
Multihead Package
Bi-Directional LIMS Package
Installation
33
Install TestWorks
Install TestWorks
TestWorks 4 software is distributed on a CD-ROM that includes an auto run
feature and a program that will lead you through the installation process.
This latest version uses a software key to enable the main application.
Additional software keys are used to enable the purchased options.
Note
If you are running Windows NT, 2000, or XP you must be logged in

as an Administrator in order to install TestWorks 4 software.
Before You Start

If you are upgrading a previous version of TestWorks, you are going to need
the site number and system number later in the Installation Procedure on
page 35. Before you start installing the TestWorks 4 software:
1. Start your current version of TestWorks 4.
2. Select the About option from the Help menu.
3. Record the Site Number and System Number for later reference.
4. Click OK and exit TestWorks 4.
34
Installation
Using TestWorks 4
Install TestWorks
Things You Need to Know

During the software installation, you will need to make selections or fill in
required fields depending on the options you purchased, frame type, number
of data acquisition boards, and so forth. Following, is a list of things you
should make note of before starting the software installation.
Customer name, site number, and system number.
If you are upgrading TestWorks, this is the information you noted

in Before You Start on page 34.
The keys for the software options you purchased.
The number of stations located on you frame.
The number of National Instruments data acquisition boards.
This will be the general frame type such as MTS Insight or MTS
Criterion 42.
The frame type/
This will be the number of additional data acquisition boards you

have installed in your PC.
The frame category.
Typically this will be 1. Multi-head frames could have additional

stations.
This will be the frame model such as MTS Insight 5.
The National Instruments data acquisition board type.
This will typically be M-Series or E-Series.
Installation Procedure
In many cases, an MTS representative will have already installed your
application software. Use this procedure if you need to make changes to your
system.
Using TestWorks 4
Installation
35
Install TestWorks
1. Place the TestWorks 4 Master CD-ROM into your CD-ROM drive. If

your drive is set up to support the auto run feature, allow a few seconds
for the program to run.
If the install program does not load automatically, click the start button
typically located in the lower left-hand corner of the screen and click
Run. In the Open box, type D:\Setup.exe, where D is the letter of your
CD-ROM drive. Click OK.
2. Follow the onscreen prompts to complete the software installation.
Refer to the information you made note of in the previous section to
complete some of the fields that require your input. See Things You
Need to Know on page 35.
36
Installation
Using TestWorks 4
Running a Test
This section is a brief description on executing a simple test within
TestWorks 4 software. Depending on the method and physical setup, there
can be additional steps to be taken not mentioned in this section. Please
review the General Information Section to familiarize yourself with all the
icons and options within the software before running your first test.
Use the following steps as a guide when running a test.
Launching
TestWorks 4
To launch TestWorks 4, double-click on the TestWorks 4 icon placed on your

computers desktop during software installation. Or:
1. Click on the Start button located in the lower left-hand corner of your
screen.
2. Select Programs.
3. Point to MTS TestWorks 4.
4. Select TestWorks 4.
Logging on to
TestWorks 4
Once the program has been launched, the User Login window appears.
1. Either type your user name in the Name edit box or select the
appropriate user name with the pull down list.
Note
Passwords are case sensitive.
2. Type your password into the Password edit box.

3. Click OK.
Opening a method
Once you have logged in, the Open Method dialog appears.
1. Use the pull-down arrow to find the specific method you want to run.
2. The filename of the method will appear in the Filename edit box, if this
is the correct method then click OK.
Note
Starting a test
Using TestWorks 4
To verify that you loaded the correct method, the method filename is
displayed on the title bar at the top left-hand portion of the screen.
After the specific method has been loaded into the program, you are then
ready to begin testing.
Running a Test
37
Note
It might be necessary to calibrate the load cell, refer to Calibration

Method Description on page 195.
1. Load the specimen to be tested in the fixturing and click on the Green
Arrow icon button. This will start the program.
Note
By default, the Green Arrow icon button is available on all views of

the software, so a test can be executed from the Test, Review, and
Define pages.
2. Depending on the configuration of the method, you might be prompted

for required inputs (for example, Sample ID, Width, and Thickness of
the specimen, etc.). Edit the appropriate information and click OK.
After all the required inputs are edited, the physical execution of the test
begins (the crosshead or actuator rod will move until the specified method
conditions are met).
Post-test actions
Once the test is over, the Review page will be displayed. From here, you will
be able to review the testing data (refer to Reviewing Data on page 131 for
more information). The following section describes some options available
once a test is complete:
Run another Specimen
Load another specimen into the testing system and click on the Green Arrow
- this will execute the program again.
Save a Sample
After you have completed your testing, you might want to save the data. To
save a sample, click on the File menu option and selecting either Save or
Save As. (Another option is to click on the Save icon on the toolbar).
Create a New Sample
After all the specimens have been tested, you might want to test another set
of specimens using the same method. To create a new sample, click on the
File menu option and select New Sample (or click on the New Sample
toolbar icon).
Print a Report
To print a report of the data collected during testing, click on the File menu
option, highlight Print, and select either Sample (prints the sample report) or
Specimen (prints the specimen report of the specimen highlighted on the
Review page).
Export the data
38
Running a Test
To export the data collected during the test, click on the File menu option,
highlight Export, and select either Sample (export the sample data),
Specimen (exports the highlighted specimen on the Review Page data), or
All Specimens (exports all the specimens data within the sample) or click
on the Sample or Specimen toolbar icon button.
Using TestWorks 4
Load another Method
Using TestWorks 4
You might want to change the method to test different types of specimens.
To change the Method, click on the Method menu option and select Open.
This step will display the Open Method dialog screen. Select the new
method for your next test and click OK.
Running a Test
39
40
Running a Test
Using TestWorks 4
Printing and Exporting Data

Printing a report
TestWorks 4 enables you to print your results in a customized report format.

TestWorks 4 also allows the ability to preview the Report, depending on
your word processor, the report can be edited before printing. This can be
done by clicking on the File menu option, highlighting Print Preview, and
selecting either Sample or Specimen.
Note
The report will be printed according to the specifications made in the

Report Configuration Items of the current test method.
There are several ways to print a report:

1. Press the <F3> key on your keyboard.
Or,
1. Click on File menu option.
2. Click on Print.
3. Select either Specimen or Sample.
Or,
1. Click on the Print Sample or icon on the Toolbar.
Print Sample - This item prints a sample report for the current sample.
The report is printed based on the settings within the Sample Report
configuration item of the current test method.
Print Specimen - This item prints a specimen report for the last
specimen tested. The report is printed based on the settings within the
Specimen Report configuration item of the current test method.
Using TestWorks 4
41
Batch print
Another option available in TestWorks 4 is the Batch Print function. To

access this option, click on the File menu option and select Batch Print.
This will initialize the function and display the Edit Current Collection
dialog box.
The Edit Current Collection dialog box displays the samples found in the
specified data source path(s). These samples are displayed under the
Available Samples list box. The samples used in the analysis are added to
the Current Collection on the right. This is done through manual selection
of Available Samples or applying a Filter to search for specific samples.
If the data source for the available samples is incorrect, you can click on the
Edit Data Source to browse for the correct path.
There are two ways to add sample groupings to the Current Collection:
Manually add
Highlight the samples to be added in the Available Samples list box and
click on the > button (to add one sample at a time) or the >> button (to add
all samples available).
Once all specific samples to be printed have been added, click OK.
TestWorks 4 will then print the reports for all selected samples.
42
Using TestWorks 4
Applying a filter
A Filter will allow you to search a data path for specific samples. Any
sample satisfying the Filter configuration can be added or removed from the
Current Collection list box.
To add a New Filter:
1. Select [New Filter] from the Filter pull-down box. This will display
the Edit Filter dialog box.
2. Click on the Add button. This will display the Select a Condition Type
screen. The following options are available:
Sample Name Condition - This allows you to search for a specific
Sample Name or any sample name containing certain prefixes, suffixes,
or characters. Enter the Sample Filter Condition in the box beneath
Sample Name. For more Advanced searching, click on the arrow at the
end of the dialog box.
Note
Data Range Condition
Using TestWorks 4
When using the advanced search - the * is a wildcard character that

allows for any number of characters before or after a set of Sample
Name characters. For example, Te* will search Sample Names
beginning with the letters Te. The ? is a DOS wildcard character that
allows for searches with a specific number of characters occurring in
the Sample Name search. For example, Te?s? will search Sample
Names beginning with Te followed by a single character (denoted by
?) followed by s and another single character (denoted by the
second ?).
The Date Range Condition allows for filter Samples by the beginning
and ending date when the Sample(s) were created or most recently
modified.
43
Result Comparison
Conditions
This condition will add any Samples that contain a result that satisfies
the Result Comparison condition to the Current Collection. The
Samples are added to the Current Collection independent of the
Method from which they were created. The Result box will contain
results found in the selected Method.
User Name Condition
The User Name filter condition is used to locate Samples based on the
User that created them and adding these Samples to the Current
Collection. Enter the User Name Filter Condition in the box beneath
User Name or select from the pull-down list. For more advanced
searching, click on the arrow at the end of the dialog box.
Method Condition
This condition filters based on the Method that was used to generate
the Sample. The Samples found are added to the Current Collection.
Enter the Method Filter Condition in the box beneath Method Name
or select from the pull-down list. For more Advanced searching, click
on the arrow at the end of the dialog box.
Last N Samples
Condition
The Last N Samples Conditions searches for Samples based on their

Creation Date.
Once a Filter has been added, you can then select it on the Filter combo
box, click on the Add Filter Items > button and the samples meeting the
filter condition will be added to the Current Collection. Additionally, you
can remove specific samples by clicking on Remove Filtered Items.
The Edit Filter dialog also gives you the ability to Edit, Copy or Delete
existing filters.
44
Using TestWorks 4
Exporting data
TestWorks 4 gives you the ability to Export test data to a file that can then be
used to analyze the data within a spreadsheet or other type of program.
Depending on the configuration of the Export file, you can export test
results, test information, or the raw data collected during the tests.
TestWorks 4 also gives you the ability to preview the Export file before the
actual exporting of the data has been executed. This can be done by clicking
on the File menu option, highlighting Export Preview, and selecting either
Sample or Specimen.
Note
The report will be printed according to the specifications made in the

Report Configuration Items of the current test method. The Export
File will be stored to the path configured within TestWorks 4.
Follow these steps to export a file:

1. Select the File menu option.
2. Click on Export.
3. Select either Specimen or Sample or All Specimens.
Specimen - This item writes a specimen Export file for the last
specimen tested. The file is written according to the settings made in the
Specimen Export configuration item of the current test method.
Sample - This item writes a sample Export file for the current sample.
The file is written according to the settings made in the Sample Export
configuration item of the current test method.
All Specimens - This item exports all specimens in the current sample
according to the settings in the Specimen Export configuration item.
Once started, the Export All Specimens function can not be aborted.
Make sure you want to export all the specimens before choosing this
item.
Note
This feature will not function if the file mode is set to Overwrite on
the Specimen Export configuration item.
Or,
1. Click on the Export Sample or Export Specimen icon button on the
Toolbar.
Using TestWorks 4
45
Batch export
Another option available in TestWorks 4 is the Batch Export function: To

access this option, click on the File menu option and select Batch Print. This
will initialize the function and display the Edit Current Collection dialog
box. When a Batch Export is executed, TestWorks 4 creates an Export file
for each sample selected and automatically sends the file to the Export file
destination directory.
The Edit Current Collection dialog box displays the Samples found in the
specified data source path(s). These Samples are displayed under the
Available Samples list box. The Samples used in the analysis are added to
the Current Collection on the right. This is done through manual selection of
Available Samples or applying a Filter to search for specific Samples.
If the data source for the available samples is incorrect, you can click on the
Edit Data Source to browse for the correct path.
There are two ways to add sample groupings to the Current Collection:
Manually add
1. Highlight the samples to be added in the Available Samples list box and
click on the > (to add one sample at a time) or >> (to add all samples
available) button.
2. Once all specific samples to be printed have been added, click OK.
TestWorks 4 will then print the reports for all selected samples.
46
Using TestWorks 4
Applying a filter
A Filter will allow you to search a data path for specific samples. Any
sample satisfying the Filter configuration can be added or removed from the
Current Collection list box.
To add a New Filter:
1. Select [New Filter] from the Filter pull-down box. This will display
the Edit Filter dialog box.
2. Click on the Add button. This will display the Select a Condition Type
screen. The following options are available:
Sample Name Condition - This allows you to search for a specific
Sample Name or any sample name containing certain prefixes, suffixes
or characters. Enter the Sample Filter Condition in the box beneath
Sample Name. For more Advanced searching, click on the arrow at the
end of the dialog box.
Note
Using TestWorks 4
When using the advanced search - the * is a wildcard character that

allows for any number of characters before or after a set of Sample
Name characters. For example, Te* will search Sample Names
beginning with the letters Te. The ? is a DOS wildcard character that
allows for searches with a specific number of characters occurring in
the Sample Name search. For example, Te?s? will search Sample
Names beginning with Te followed by a single character (denoted by
?) followed by s and another single character (denoted by the
second ?).
47
Data Range Condition
The Date Range Condition allows for filter Samples by the beginning
and ending date when the Sample(s) were created or most recently
modified.
Result Comparison
Conditions
This condition will add any Samples that contain a result that satisfies
the Result Comparison condition to the Current Collection. The
Samples are added to the Current Collection independent of the Method
from which they were created. The Result box will be populated with
results found in the selected Method.
User Name Condition
The User Name filter condition is used to locate Samples based on the
User that created them and adding these Samples to the Current
Collection. Enter the User Name Filter Condition in the box beneath
User Name or select from the pulldown list. For more Advanced
searching, click on the arrow at the end of the dialog box.
Method Condition
This condition filters based on the Method that was used to generate
the Sample. The Samples found are added to the Current Collection.
Enter the Method Filter Condition in the box beneath Method Name
or select from the pull-down list. For more Advanced searching, click
on the arrow at the end of the dialog box.
Last N Samples
Condition
The Last N Samples Conditions searches for Samples based on their

Creation Date.
Once a Filter has been added, you can then select it on the Filter combo
box, click on the Add Filter Items > button and the samples meeting the
filter condition will be added to the Current Collection. Additionally, you
can remove specific samples by clicking on <Remove Filtered Items.
The Edit Filter dialog also gives you the ability to Edit, Copy or Delete
existing filters.
48
Using TestWorks 4
Creating a Method - Using Edit Method

TestWorks 4 allows you to create your own test methods to conform with
your specific testing needs. This section will briefly describe the essential
options within the Edit Method menu option. It is important to note that the
Edit Method option is not the only way to configure a method. MTS offers
the Define Page for advanced configurations as well.
Before you start configuring a method, MTS has provided you with Master
Methods. These methods provide a starting point. Depending on the test
needing to be performed, load in the Master Method that best suits your
testing purpose. Once the method is loaded into the program, edit the
necessary parameters to configure the Master Method to your specification.
After you have written your custom method, save under a name that
describes your test procedure to ensure testing repeatability. In order to
access the Edit Method option, the software must display the Test Page.
Select the Method menu option and highlight Edit Method. This will
display the following options.
Edit global units
Global Units
Test Flow
Configuration Items
Create Formula
The Global Units Submenu, can be located by clicking on Method,

highlighting Edit Method, and then highlighting Global Units. This allows
the user to change the unit category throughout the entire program. You can
select from English units (such as pounds, inches, p.s.i.), SI units (such as
Newtons, millimeters, MPa), and MKS units (such as kilograms force,
millimeters, kgf/mm2). When you change the Units category of a test
method, TestWorks 4 will automatically convert all channel, formula and
input values into the new units. For instance, if a test method has been set up
to use English units you can change the test method into SI units. In such an
example, an Extension input of 2 inches would be automatically converted to
50.8 mm.
If the current unit category is one of the three built-in categories (as opposed
to a user definer category), then a check mark will appear on the menu next
to the currently selected category. The following illustration shows the
current selected category displayed in English units.
Using TestWorks 4
49
Edit test flow
The Test Flow Dialog displays the order of all the test segments in the
current method. The Test Flow is similar to the directory tree within
Microsoft Explorer or File Manager. To access the Test Flow, click on the
menu option Method, highlight Edit Method, then select (highlight) Test
Flow. This will display the Test Flow dialog. In TestWorks 4, each folder in
the test flow is called a Test Section. A Test Section can contain test
segments, which drive the program to execute a test.
In such a case, a plus (+) sign will appear in front of its name, as shown
below:
50
To view the contents of the test section, simply double-click on its

folder or single-click on the plus (+) sign in front of its name.
To close a test section, click on the minus (-) sign in front of its name.
Using TestWorks 4
The Test Flow is divided into the following sections:
Idle
This section contains only the Idle test segment, which has no settings. It is
active whenever your system is not running a test. Although the Idle test
segment has no settings, the tasks associated with this test segment are
active.
Pre-Sample
This section contains the test segments that will be performed when the first
specimen in a new sample is run.
Pre-Specimen
This section contains test segments that will be performed for each specimen
that is tested. It is commonly used to prompt you for information about the
specimen that you are testing.
Specimen
This section contains the test segments that perform the physical testing of
the specimen.
Note
Using TestWorks 4
Special attention should be paid to the test segments contained in

this section. These test segments typically control the crosshead or
actuator rod movement of your machine and test segments not
properly set up can result in damage or injury.
51
Post-Specimen
Post-Sample
This section contains test segments that will be performed after the test
segments inside the Specimen section have been completed or when they are
called by a test segment or task.
This section contains test segments to be performed after the test segments
inside the Post-Specimen section have been completed, and the maximum
number of specimens have been tested or when they are called by a test
segment or task.
Each Test Section contains test segments that are performed when a test is
run. Test segments are individual commands used to perform a test. A wide
variety of test segments are used in a TestWorks 4 method. Some perform
hardware functions, such as moving the crosshead or actuator rod. Other test
segments perform software functions such as printing a report or calculating
a formula result. The number of test segments and order or test segments is
defined by the current method.
Only test segments that are enabled will be performed when a test is run.
Disabled test segments are skipped.
An enabled test segment displays the following arrow icon:
A disabled test segment displays the following icon:
You can disable an enabled test segment or enable a disabled test segment by
right-clicking on that test segment. A popup menu will appear. If a test
segment is enabled, a Disable option will appear on the menu. You can
disable the test segment by selecting the Disable option from the popup
menu. Likewise, if a test segment is disabled, an Enable option will appear
on the menu. You can enable the test segment by selecting the Enable option
from the popup menu.
52
Using TestWorks 4
You can edit a test segments configuration by right-clicking on a test

segment and selecting the Edit option from the popup menu. You can also
edit a test segment by selecting the test segment and clicking the Edit button
at the bottom of the dialog. Editing a test segment will pop up another dialog
and contain the fields you can edit for the selected test segment. An example
of the dialog which will pop up is shown on the following page.
Using TestWorks 4
53
Note
To close the test segment dialog and save your changes, click the
OK button. To close the test segment dialog without saving changes,
click the Cancel button.
Some controls on the test segment dialog can require a certain level
to be accessed. If your user level is not high enough to access these
controls, then these controls will be disabled or hidden.
Editing a test segment from the Test Flow dialog is equivalent to
editing a test segment on the Define page.
You can not add or remove test segments from the Test Flow
dialog. You must have access to the Define Page to add or remove
test segments. (This dictates being a Definer Level User.).
To close the Test Flow dialog, click the OK button at the bottom of
the dialog.
Edit configuration
items
To access the Configuration Items, click on the menu option Method,

highlight Edit Method, select (highlight) Configuration Items, and highlight
the desired item from the displayed list.
From this Menu you can select a Configuration Item for editing. All
Configuration Items currently in the method will appear in this menu. When
you select one of these Configuration Items from the menu, a dialog will pop
up which will contain the fields you can edit for the selected Configuration
Item. An example of the dialog which will pop up is displayed on the
following page.
54
Using TestWorks 4
Note
To close the dialog and save your changes, click the OK button. To
close the dialog without saving changes, click the Cancel button.
Some controls on the dialog can require a certain level to be
accessed. If your user level is not high enough to access these
controls, then these controls will be disabled or hidden.
Editing a Configuration Item from this menu is equivalent to editing a
configuration item on the Define Page.
Creating formulas
(Formula builder)
The Formula Builder provides a quick and easy way to create formulas for
use in your TestWorks 4 methods. To access the Formula Builder, click on
the menu option Method, highlight Edit Method, select (highlight) Create
Formula and the dialog will appear.
To use the Formula Builder, select the type of formula you wish to create in
the Choose a Formula Type list box. A description of the formula type you
have chosen will appear below the list box. For most types of formulas you
will also need to enter a name for the new formula in the edit box near the
bottom of the dialog. To start building your formula, click the Create button.
Using TestWorks 4
55
Next, a dialog specific to the type of formula you have chosen will appear.
By making selections on this dialog, you can customize the formula to meet
your needs. Then simply click on the OK button to add the new formula to
your method.
The standard formula types that you can build are listed below. To see more
detailed information on the different types of formula builders, click on a
formula type.
Standard Formula Builder types:
56
Date - Time
Index Point
Combine Strings
Channel Value
Average Value
Sample Name
Value at Index Point
Using TestWorks 4
Using TestWorks 4
57
58
Using TestWorks 4
Test Flow / Test Segment Configuration

This section covers the Edit Method - Test Flow option. The Test Flow is a
list of commands that will be performed when a test is run. This section will
step you through the basic configuration of each test segment.
Note
Using TestWorks 4
This section describes the basic test segments available within

TestWorks 4. Depending on the method, other test segments can be
displayed. This should be used as a guide to familiarize yourself with
the basic configuration.
59
Idle
Idle
This section contains only the Idle test segment, which has no settings. It is
active whenever your system is not running a test. Although the Idle test
segment has no settings, the tasks associated with this test segment are
active.
Idle
60
This test segment is located solely within the Idle Test Flow folder. It
becomes operational whenever a test is not being performed. No settings or
any physical action is required. However, a test can be triggered by an
incoming signal through the Digital Input task of this test segment.
Using TestWorks 4
Pre-Sample
Pre-Sample
This section contains the test segments that will be performed when the first
specimen is run in a new sample.
Required inputs
This test segment will prompt you for the inputs that are listed in the table.
However, in the MTS templates (methods provided with software), the are
no inputs listed. To add an input to the table, you must edit the desired input
and change its When setting to Pre-Sample and place a check mark beside
the Required Input option. These inputs deal with information pertaining to
the sample. For example, Sample ID.
To modify this test segment, either double-click on an existing Required
Inputs Test Segment (or right-click and select Edit) or right-click and select
Add/Remove or Create New. Complete the following steps:
1. Place a check mark inside the Enable box to activate the required
inputs test segment. You can also select Enable/Disable by rightclicking on the Required Inputs Test Flow parameter.
2. To add inputs within this test segment, right-click within the Required
Inputs Test Segment dialog and select Add/Remove Required Input.
The following dialog enables you add or remove required inputs from
this test segment. Just select the inputs desired to be added or removed
from choice list for the method.
3. To create an input please refer to Inputs on page 87.
Using TestWorks 4
Note
The Unattended check box is for Robot Systems only.
Note
If applicable, the Strings Cannot Be Empty checkbox when

checked indicates that a value (text) must be entered.
61
Pre-Sample
Formulas
This test segment will calculate the formulas that are listed in the table. To
add a formula to the table, you must edit the desired formula and change its
When setting to Pre-Sample. A typical formula used in this section would be
the SampleName formula. This configures the test method to utilize the
SampleID sample information input to automatically name your sample file
when you test the first specimen in the sample.
To modify this test segment, either double-click on the Formulas or rightclick and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Formulas test
segment.
2. To add inputs within this test segment, right click within the Edit
Formulas dialog and select Add/Remove Formula. The following
dialog enables you Add or Remove formulas from this test segment.
Just select the inputs desired to be added or removed from the choice
list for the method.
3. To create a custom formula, please refer to Formula Builder (Creating Formulas) on page 111.
Verify sample name
This test segment evaluates the sample name entered by the user and
provides a warning message if the file already exists on disk or if the sample
name contains an invalid character that will cause an error when saving the
file. This segment is only useful if the test method has been set up so that the
formula whose internal name is SampleName has been enabled.
This test segment is only valid in the Pre-Sample section of the test flow. It is
typically executed after the pre-sample formulas have been calculated.
To modify this test segment, either double-click on the Verify Sample Name
or right-click and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Verify Sample
Name test segment.
2. Type a run-time message into the Run-Time Message text box.
62
Using TestWorks 4
Pre-Specimen
Pre-Specimen
This section contains test segments that will be performed for each specimen
that is tested.
Play WAV file
This test segment plays the WAV file that is specified. A WAV test segment
can be used to play a file that provides verbal instructions for a test
procedure.
To modify this test segment, either double-click on the Play WAV File or
right click and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the WAV File test
segment.
2. Click on the Browse button to load the specific WAV file.
Required inputs
These inputs are generally used to describe each specimen within a sample.
For example, Width and Thickness would be required inputs (Pre-Specimen)
because these inputs would vary from specimen to specimen.
To modify this test segment, either double-click on an existing Required
Inputs Test Segment (or right-click and select Edit) or right-click and select
Add/Remove or Create New. Complete the following steps:
1. Place a check mark inside the Enable box to activate the required
inputs test segment. You can also select Enable/Disable by rightclicking on the Required Inputs Test Flow parameter.
2. To add inputs within this test segment, right-click within the Required
Inputs Test Segment dialog and select Add/Remove Required Input.
The resultant dialog allows you to add or remove required inputs from
3. To create a custom input please refer to Inputs on page 87.
Using TestWorks 4
Note
Note
If applicable, the Strings Cannot Be Empty checkbox when

checked indicates that a value (text) must be entered.
63
Pre-Specimen
Test message
This test segment displays a message dialog that can be customized to

display until you respond to it or to display for a fixed amount of time.
Typically, this segment is used to convey instructions to the user who is
running a test. For instance, you might create a message that says Have you
calibrated your load cell? Click Cancel if you have not.
To modify this test segment, complete the following steps:
1. Place a check mark inside the Enable box to activate the Test Message
Test Segment.
2. Type the desired message into the Message Text box.
3. Click on the Wait for user response option if you want TestWorks 4 to
display your message until you respond to it.
Click on the OK dialog option if you want merely an OK response

available within the test message.
Click on the OK/Cancel dialog option if you want OK and Cancel

responses available within the test message.
4. Click on the Pause for specified time option if you want TestWorks 4
to display the message for a specified amount of time.
Tare (channel)
Type the desired amount of display time into the Pause Time text
box.
Place a check mark inside the Include Resume button box if you
want a Resume button to appear within the message box. This
button allows you to force the test to continue before the display
time has expired.
This test segment resets your selected data channel to 0. It is commonly

used to zero the crosshead or actuator rod position, or the time before a test
begins.
1. Place a check mark inside the Enable box to activate the Tare Test
Segment.
2. Click on the Channel combo-box to select the data channel that will be
reset to 0.
64
Using TestWorks 4
Pre-Specimen
Formulas
This test segment will calculate the formulas that are listed in the Edit
Formula table. To add a formula to the table, you must edit the desired
formula and change its When setting to Pre-Specimen. Some typical
formulas used in this section would be Area, Load Cell Capacity, and
Adjusted Gage Length.
To modify this test segment, either double-click on the Formulas Display
Name or right-click and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Formulas
Test Segment.
2. To add formulas within this test segment, right-click within the
Formulas dialog and select Add/Remove Formula. The resultant
dialog allows you to add or remove formulas from this test segment.
Just select the inputs desired to be added or removed from choice list
for the method.
3. To create a custom formula, please refer toFormula Builder - (Creating
Formulas) on page 111.
Using TestWorks 4
65
Specimen
Specimen
This section contains the test segments that perform the physical testing of
the specimen. Data can only be collected within this section.
Note
Set clutch
Please note that some test segments can appear within your
method. This manual covers the typical method settings. If you need
help configuring a test segment not covered, please consult MTS.
This test segment changes the machine clutch to the setting that you have
selected.
Note
Some EM machines and all servohydraulic and static hydraulic

machines will not have a clutch. To verify a clutch machine, check
for the lever icon in the lower right-hand corner of the TestWorks
software.

1. Place a check mark inside the Enable box to activate the Set Clutch
Test Segment.
2. Click on the Clutch Value combo-box to select the clutch to be set.
66
Tare (channel)
To configure refer to Tare (channel) on page 64 in the Pre-Specimen

section. For MTS method templates, the Tare is defaulted to zero the Time
channel. This should not be altered so each specimen run will have
accurate time values.
GoTo
These are the instructions for Editor/Definer/Creator Level Users using the
Edit Method Menu Option.
Test Segment
This test segment is designed to move the crosshead or actuator rod at a

specified rate. The segment can stop at a specified value or go forever until
break (or some other limit) is detected. The dialog is divided into a few
portions:
The Rate Value will always appear.
The Stop Value will only appear if the test segment has been
configured by a Definer/Creator-Level user to use a Stop Value.
Using TestWorks 4
Specimen
To modify this test segment, double-click on the GoTo segment or rightclick and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the GoTo tests
segment (or right-click on GoTo and select Enable).
2. Type in the desired speed of the crosshead or actuator rod for this GoTo
test segment in the Rate Value edit box. Use the Units combo box to
assign the correct units.
Important
The GoTo command moves the crosshead or actuator rod to a

position that is an absolute distance from the user defined zero
position; not a distance relative to the current crosshead or
actuator rod position.
3. If the Stop Value section is displayed, then type in the desired stopping
condition for the GoTo test segment in the edit box and select the
appropriate units using the Units combo box. Keep in mind that Stop
Value is an absolute value relative to the user defined zero position; not
a distance value relative to the current crosshead or actuator rod
position.
Using TestWorks 4
67
Specimen
4. If the GoTo test segment has been configured to use a rate control
channel other than Crosshead/Actuator rod, the segment might
require PID parameters to be tuned. PID parameters are parameters
which govern how the testing equipment moves to control based on an
Advanced Rate Control channel. If PID tuning is required, a Gain edit
box and an edit PID Parameters button are enabled. To tune the kP
factor of the PID parameters, enter a value into the Gain edit box. To
adjust the rest of the PID parameters, click the edit PID Parameters
button. This is for advanced testing and should be altered by advanced
users.
Data collection
By clicking on the Data Collection button, a dialog is displayed that allows

you to configure how TestWorks 4 collects data. You can not change how
TestWorks 4 collects data (e.g. Data Rate vs. Level Crossing), but you can
change the particulars of the collection method (e.g. the data rate or the
magnitude of level change). You can have up to five tabs to collect data for a
method. Each tab can collect data in a different manner (e.g. one tab for Data
Rate and one tab for Level Crossing).
*Quick Tip: In Data Rate mode, to decrease the amount of data TestWorks 4
collects during a test segment, decrease the Data Acquisition Rate.
There are three types of data collection in TestWorks 4. They are as follows:
Data Rate - TestWorks 4 will continuously collect data at a rate you specify.
The rate is in units of Hertz, or points per second. For example, if your Data
Rate Value is set 10 Hertz, then TestWorks 4 will collect 10 data points per
second while the test segment is executed.
Peak/Valley - TestWorks 4 will collect any data point that is a minimum or a
maximum. A change in data direction determines if the point is a minimum
or a maximum value. Consider the following set of points:
S1={10,11,10,9,10}. Point 2 (value of 11) is considered a maximum,
because it is greater than the points on either side of it. Point 4 (value of 9) is
considered a minimum, because it is less than the points on either side of it.
Any change in direction denotes a minimum or maximum, regardless of how
big the change.
Level Crossing - TestWorks 4 will collect a data point when a channel
increases or decreases by a certain amount. For example, if the Level
Crossing channel is Load and the Delta Value is 10 lbf, then TestWorks 4
will collect a data point every time the Load channel increases or decreases
by 10 lbf.
68
Using TestWorks 4
Specimen
Also, at the bottom, you can enable the Take Data on Pause check box to
continue collecting data when you have manually paused the crosshead or
actuator rod with the Pause button.
Break detection
By clicking on Break Detection, you are allowed to edit the break detection
task which allows TestWorks 4 to determine when a specimen has broken. It
looks for a drop in load that is a certain percentage of peak load. When the
load drops below that level, TestWorks 4 assumes the specimen has failed
and performs the commanded action.
Drop Value - Allows you to configure the magnitude of drop from peak that
TestWorks 4 looks for to determine break. The higher the number, the more
the load has to drop from peak before TestWorks 4 recognizes the break. The
display name of the variable used to determine the Drop Value is displayed
in the Drop Value section. To change the value of the Drop Value variable,
simply type in the value in the edit box. You can also change the units of the
Drop Value variable by using the Units combo box.
Note
If TestWorks 4 recognizes specimen failure before the specimen is

physically broken, then increase the Drop Value.
Action - Determines what action TestWorks 4 will take when it detects

specimen failure. There are three choices:
Abort Test - will end the current test with no more test segments
being executed.
Next Test Segment - executes the next test segment in the Test
Flow.
Post-Specimen - will cause TestWorks 4 to skip all remaining test

segments in the Specimen section of the Test Flow and to then
execute the test segments in the Post-Specimen section of the Test
Flow.
Threshold Value - Allows you to configure what load value must be reached
before TestWorks 4 will start looking for break. This allows the noisy
region at the beginning of the test to be excluded from break detection. For
instance, if the Threshold Value is set to 5 lbf, then the load must become
greater than 5 lbf before TestWorks 4 will begin looking for specimen
failure. The display name of the Threshold Value variable appears in the
Threshold Value section. To change the value of the Threshold Value
variable, simply type the value into the edit box. You can also change the
units of the Threshold Value variable by using the Units combo box.
Note
Using TestWorks 4
If TestWorks 4 detects specimen failure before there is significant

load on the specimen, then increase the Threshold Value.
69
Specimen
Hold
This test segment is designed to move the crosshead or actuator rod to

maintain a specified value on a channel. The test segment can be configured
to hold a channel value for a specific time limit or until break (or some other
limit) is detected.
To modify this test segment, double-click on the Hold test segment or rightclick and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Hold test
segment.
2. The Hold Value group will always appear. The display name of the
control channel will be displayed in this group. If this Hold test segment
has been configured to hold the current value of the control channel,
then no edit box will appear. In this case, the text Hold Current Value
will appear in the Hold Value group. If an edit box is visible, then the
value of the control channel that TestWorks 4 will hold, can be changed
by typing the value into the edit box. The units of the Hold Value
variable can be changed by using the Units combo box.
*Quick Tip: To change the value that TestWorks 4 will hold while this test
segment is executed, change the number in the Hold Value group's edit box.
3. If the hold test segment has been configured, by a Define-Level User, to
stop holding the channel value at a certain limit, then the Stop Value
group will appear. The display name of the Stop Value variable will
appear in this group. To change the value of the Stop Value variable,
simply type the value into the edit box. You can change the units of the
Stop Value variable by using the Units combo box.
4. If the control channel is one other than the primary control channel for
the system (usually the crosshead/actuator channel) then PID Parameter
tuning is required. The first level of PID tuning is to adjust the Gain
Factor (kP) by typing a number into the Gain edit box. The higher the
Gain Factor, TestWorks 4 will react more quickly to changes in the
control channel. If adequate control can not be attained by adjusting the
Gain Factor, then the other PID parameters must be tuned.
5. To change how TestWorks 4 collects data while this hold test segment is
executed, click the Data Collection button. (Refer to the GoTo Test
Segment on page 66 for these instructions.)
6. To change how TestWorks 4 detects break (specimen failure) while this
hold test segment is executed, click the Break Detection button. (Refer
to the GoTo Test Segment on page 66 for these instructions.)
70
Using TestWorks 4
Specimen
Stop crosshead/
actuator rod
This test segment sends a Stop command to the test machine. You can enable
this test segment by placing a check mark inside the check box or you can
disable this test segment by leaving the check box empty.
To modify this test segment, double-click on the Stop Crosshead/Actuator
segment or right-click and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Stop
Crosshead/Actuator test.
Using TestWorks 4
71
Post Specimen
Post Specimen
This section contains test segments that will be performed after the test
segments inside the Specimen section have been completed or where they
are by the end action of a test segment or task.
Required inputs
Note
Note
The Strings Cannot Be Empty checkbox when checked indicates

that a value (text) must be entered.
These inputs are generally used to describe each specimen within a sample.
For example, Measured Elongation or Specimen Comment would be
required inputs (Post-Specimen) because these inputs would vary from
specimen to specimen.
To modify this test segment, either double-click on the Required Inputs or
right-click and select Edit window. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Required
Inputs test segment.
2. To add inputs within this test segment, right-click within the Edit
Required Inputs dialog and select Add/Remove Required Inputs. The
following dialog enables you to Add or Remove required inputs from
3. To create a custom input please refer to Inputs on page 87.
72
Note
Note
The Strings Cannot Be Empty checkbox when checked indicates

that a value (text) must be entered.
Using TestWorks 4
Post Specimen
Return to zero
This test segment returns the crosshead or actuator rod to its zero position at
the maximum speed of your machine. You can set the test segment to return
immediately or have it wait for your response.
To modify this test segment, double-click on the Return to Zero segment or
right click and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Return test
segment.
2. Place a check mark inside the Prompted box if you want the crosshead
or actuator rod to wait until you respond to an OK/Cancel prompt.
Note
If you select Prompted, a text box will appear. You can edit the
prompt message by typing the desired text into the text box.
If a test is aborted, the return to zero will automatically become a
prompted return.
3. For electromechanical (EM) systems with a clutch, place a check mark

inside the Use High Clutch box if you want the crosshead to return
using high clutch, regardless of the clutch setting that was used to run
the test. For all other systems, this does not apply.
4. Place a check mark inside the Wait Until Return is Complete box if you
want the software to ignore user input until the crosshead or actuator
rod has returned to zero.
Important
If the Wait Until Return is Complete checkbox is unchecked

the software limits defined in the Limit Detection panel under
the Define tab are not active during the return to zero
movement. To avoid damage to the machine or injury to the
operator, these limits can be set as appropriate but you must
also have the Wait Until Return is Complete checkbox
checked.
Using TestWorks 4
73
Post Specimen
Recalculate specimen
This test segment finds all of the formulas and inputs that have been marked
as Recalculate Post-Specimen, sorts the collection into the appropriate
calculation order and performs all of the calculations. This segment is only
valid in the Post-Specimen section of the test flow.
This segment should always be enabled if you have a test segment for
exporting or reporting specimen data. It is usually safe to disable this
segment if no automatic exporting or reporting is performed.
To modify this test segment, double-click on the Recalculate Specimen
segment or right-click and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Recalculate
Specimen test segment.
Export
This test segment saves either a Sample Export file or Specimen Export file.
It creates the file based on the settings made in the Sample Export or
Specimen Export configuration item.
To modify this test segment, double-click on the Export segment or rightclick and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Export test
segment.
2. Click on the Export Type combo-box to select the type of file to be
exported. You can select from the following:
Sample: - This selection utilizes the Export file that is defined within
the Sample Export Configuration Item.
Specimen: -This selection utilizes the Export file that is defined within
the Specimen Export Configuration Item.
3. Place a check mark inside the Preview box if you want the user to view
the export file before saving it.
74
Using TestWorks 4
Post Sample
Post Sample
This section contains test segments to be performed after the test segments
inside the Post-Specimen section have been completed, and the maximum
number of specimens have been tested, or when they are called by a test
segment or task.
Save sample
This test segment saves the current sample.

To modify this test segment, double-click on the Save Sample segment or
right-click and select Edit. Complete the following steps:
Note
This test segment must be placed inside the Post-Sample test

section.
1. Place a check mark inside the Enable box to activate the Save Sample
test segment.
2. If desired, place a check mark inside the Append filename if file already
exists box. When this box is checked, TestWorks 4 will add new
information to the file instead of writing over it.
Print report
This test segment prints the report that you have selected.
To modify this test segment, double-click on the Print Report segment or
right-click and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Print Report
test segment.
2. Click on the Report combo-box to select the type of report to be printed.
You can select either Sample or Specimen.
Using TestWorks 4
75
Post Sample
Export
This test segment saves either a Sample Export file or Specimen Export file.
It creates the file based on the settings made in the Sample Export or
Specimen Export Configuration Item.
To modify this test segment, double-click on the Export segment or rightclick and select Edit. Complete the following steps:
1. Place a check mark inside the Enable box to activate the Export test
segment.
2. Click on the Report combo-box to select the type of file to be exported.
You can select either Sample or Specimen.
3. Place a check mark inside the Preview box if you want the user to view
the export file before saving it.
76
Using TestWorks 4
Editing Configuration Items

Configuration items control all software functions that are active during an
entire test. Each configuration item contains specific settings. This section
will provide instructions on how to edit the Configuration Items settings.
There are 11 standard configuration items within every test method.
Using TestWorks 4
Channels
Formulas
Inputs
Miscellaneous
Hardware Status
Limit Detection
Sample Export
Sample Report
Specimen Export
Specimen Report
Units
77
Channels
Channels
This section will cover configuring Channels within a defined method.
The Channel Configuration Item contains the settings for all data channels
that are within a test method. There are two types of channels -hardware and
software.
Hardware Channel A channel whose value is equal to the value of the device
it is connected to. For example, the crosshead or actuator channel is a
hardware channel. The value of the crosshead or actuator channel is equal to
the signal coming from the machines sensor.
Software Channel A channel whose value is calculated via the formula
provided. For example, the strain channel is a software channel. The value of
the strain channel is usually equal to the extension channel divided by the
gage length of the specimen.
To access the Edit Channel dialog:
1. Click on the menu option Method, highlight Edit Method, highlight
Configuration Items, and select Channels (by highlighting this option).
An example of Edit Channel dialog is displayed on the following page.
78
Using TestWorks 4
Channels
The Edit Channel dialog can be broken down into two major sections. The
Upper half of the dialog box allows the user to view the Display Name
(channel), Units, Status, Type, and Formula Option of the channels defined
in the selected method.
Display Name
Units
Channel Status
This column lists all of the channels by their display name. Click on the
column header to sort the list by the appropriate display name.
This column displays the default units of the channels.
There are three possible entries in the Channel Table status column:
Using TestWorks 4
Calculated - the software channel is enabled and will be calculated.

Not Calculated - the software channel is disabled and will NOT be
calculated.
Hardware - this is a hardware channel and is always enabled.
79
Channels
Type
Formula Option
There are only two types - hardware and software.

The Formula Option displays the type of formula being used to calculate the
channel. For some channels, TestWorks 4 will allow you to alter the formula
by selecting from the different options.
Formula Options are provided in TestWorks 4 to help the user define the
formula of a channel without having to manually configure a formula.
The Lower half of the dialog contains all of the settings necessary to define a
channel. The dialog is broken down into four tabs: General, Description,
Formula, and Advanced. The Advanced tab might not appear Definer and
Creator User only). You can change many of the channel characteristics such
as the display name, units, and how TestWorks 4 handles the channels raw
data (data collected used to produce specimen results and graph). If the
channel is a formula channel, you can also edit how the channel is
calculated.
Follow these steps to change channel settings:
General tab
1. Type a display name in the Display Name text box.

2. Click on the Units combo-box to select the type of units.
Note
If you need Units that do not appear, click on the Unit Class button
to select a different Unit Class. Be Careful not to use an incorrect
Unit Class. This will result in inaccurate results.
3. Click on the Decimal Places combo-box to select the number of

decimal places for the channel data. This will configure the value of the
channels data points seen when exporting data.
4. Click on the Export Order button to display the Export Order dialog.
This dialog allows you to select the numerical order in which the
channel data will be exported. If a channel does not have an Export
Order, then it will show up on an export file.
5. If this is a hardware channel, you can invert the polarity of the channel
by clicking the Invert Polarity checkbox. When the polarity of the
channel is inverted, all values coming from the channels device are
multiplied by 1.
Description tab
Formula tab
80
6. To view or edit the description for this channel, edit the text in the
Description text box.
7. The Formula Tab allows you to view or edit the software channel
formula.
Using TestWorks 4
Channels
If the channel being edited has an assistant associated with it, the
Formula Assistant dialog will appear. You can then select from the
Formula Options shown.
If the channel has no assistant, you must click the Edit button next to
the Formula text box to edit the formula. This will bring up the
Formula Editor dialog Definer/Creator users only.
Advanced tab
8. To switch between Fixed and Scientific notation when reporting the

channel values, change the selection in the Notation combo-box.
9. The Effect of Increasing Extension combo-box sets the relationship
between the crosshead/actuator channel and the current channel
(*Option only available to Definer/Creator level users).
Note
This setting only applies if Auto has been selected as the

crosshead or actuator rod direction for a GoTo test segment. It
determines which direction, crosshead up/actuator rod retract or
crosshead down/actuator rod extend, that the crosshead or actuator
rod must move in order to complete the test segment.
10. The Advanced tab also contains the following settings for the channel:
Calculate During Test
A check mark inside this box indicates that the channel data will be
calculated while a test is being performed.
Recalculate Post-Test
A check mark inside this box indicates that the channel will be recalculated
immediately after each test has been completed. A formula with this option
selected will be calculated at the end of the test regardless of its When
setting.
Never Recalculate
Hidden
A check mark inside this box indicates that the variable will be hidden from
view on the Test and Review pages.
Locked
A checkmark inside this box indicates that the variable will be locked. The
variable can only be deleted by a user with the Definer/Creator privilege
level.
Allow Formula Editor
Using TestWorks 4
A check mark inside this box indicates that the variable will only be
calculated once and cannot be recalculated.
A check mark inside this box indicates that the Formula Assistant for the
channel or formula that you are editing will have an Edit button available.
The Edit button gives you access to the Formula Editor.
81
Channels
Adding a hardware
channel
A hardware channel is inserted into a test method by:

1. Right-click within the Channels table view and select Add Hardware
Channel. A menu of available hardware channels will appear. Select the
desired channel within the Insert Hardware Channel option dialog and
click OK. This will insert the channel into the method.
2. Refer to the above instructions on editing the channel.
Adding a software
channel
Note
Only Definer/Creator Level Users can add software channels.
1. Right-click within the Channels table view and select Add Software
Channel. Select Add Software Channel. The Insert New Variable dialog
will appear.
2. Type the Internal Name of the new variable into the Internal Name text
box. The Internal Name is the name that is used by TestWorks 4 to
identify channels. It cannot contain spaces. Although each TestWorks 4
channel must have an internal name, a channel can also have a display
name that contains spaces.
3. Specify what the new formula will be Added To. Select either the
Sample or Specimen option.
Sample
Makes the formula contain one value for an entire

sample. Each specimen in the sample will have the same
value for the formula.
Specimen
Makes the formula contain one value for each specimen.

Each specimen will have a unique value for the formula.
4. Refer to the above instructions on editing the channel.
Deleting a channel
Note
Adding a software channel will require the knowledge of formula

writing. This manual does not cover formula writing. Please contact
the MTS HelpLine for further information.
Note
Only Definer/Creator Level Users can delete hardware channels.
1. By accessing the Edit Channel dialog, highlight the channel you wish to
delete. Right-click and select Delete. This will remove the channel from
the method.
82
Using TestWorks 4
Formulas
Formulas
The Formula Configuration Item displays the formulas available to you for
each specific method. To access the Edit Formula dialog:
Configuration Items, and select Formulas (by highlighting).
The following components of the Formula table appear when the Formula
configuration item has been selected:
Note
Using TestWorks 4
You can sort a table based on any column in the table. To sort the
table, click on the heading for the column you want to sort by. Click
on the heading a second time to sort in the opposite direction. For
example, to sort the table by display name, click on the Display
Name column.
83
Formulas
Display Name
Units
This column lists all of the formulas by their display name.

This column displays the units of the variables.
Report Order
This column within the table displays the order in which the variable will be
reported in relation to the other variables of the same type.
Formula Option
The Formula Option displays the type of formula being used to calculate the
result formula. For some formulas, TestWorks 4 will allow you to alter the
formula by selecting from the different options.
Formula Options are provided in TestWorks 4 to help the user define the
formula option of a formula without having to manually configure a formula.
Status
There are two possible entries in the Formula table status column:
Calculated
Not Calculated
The formula is enabled and will be calculated.

The formula is disabled and will therefore
NOT be calculated.
The Formula Configuration Item contains the settings for all formulas
available within the test method. The Formula Settings dialog is a tabled
dialog located beneath the Formula Table window. This dialog allows you to
define formula characteristics, such as display name, units, and the manner
in which TestWorks 4 will handle the results.
Note
The type of changes you can make to the formula are based on your
user privilege level.
Follow these steps to define your formula characteristics:
General tab
1. Place a check mark in the Calculated box to activate the formula.

2. Type a display name in the Display Name text box.
3. Click on the Units combo-box to select the type of unit to be used by
the formula.
Note
If you need Units that do not appear, click on the Unit Class
button to select a different Unit Class. Be careful not to use the
incorrect Unit Class. This will result in inaccurate results.
4. Click on the Decimal Places combo-box to select the number of

decimal places that the formula result will display.
84
Using TestWorks 4
Formulas
5. Place a check mark in the Result checkbox if you want this formula to
be displayed as a result on the Review Page and on your Reports and
your Export files. Click the Result Order button to bring the Result
Order dialog (this will set the order in which the results are seen).
Description tab
Formula tab
6. Type a description in the Description text box.

7. To view or edit the formula, click on the Formula tab.
If the formula being edited has an assistant associated with it, the
Formula Assistant dialog will appear. You can then select from the
Formula Options shown. If the formula has no assistant, you must click
the Edit button next to the Formula text box to edit the formula.
Advanced tab
Using TestWorks 4
8. The Advanced tab allows the set up of advanced properties in the

formula, such as:
A.
Click on the Category combo-box to select a category. A category

allows you to organize formulas for easier accessibility.
B.
Click on the When combo-box to select when the formula will be

calculated.
C.
Click on the Notation combo-box to select the format in which

your data will appear. You can select either Fixed or Scientific
notations.
D.
Enter a default value in the Default Value text box. (In most cases,
the default value of the formula is irrelevant). The default value is
used when the formula has not yet been calculated. It is also used
when the Reset to Default option has been selected.
E.
Place a check mark in the Recalculate Post-Test box if you want

the formula to calculate itself after the test is completed.
F.
Place a check mark in the Never Recalculate box if you do NOT

want the formula to calculate itself when the user chooses the
Recalculate Sample or Recalculate Specimen menu item.
G.
Place a check mark in the Sample Level if this formula should be

stored at the sample level (i.e. all specimens will have the same
formula value).
H.
Place a check mark in the Reset to the Default Values box if you
want this formula to reset to its default values before each test is
run.
85
Formulas
I.
Place a check mark in the Hidden box if you want to make sure
this formula does not appear on any TestWorks 4 user screens or
report printouts.
J.
Place a check mark in the Locked box if you want to make sure
this formula will not be deleted.
K.
Place a check mark in the Allow Formula Editor box if you want
the Edit button on the Formula tab to be enabled for users with
Definer privileges.
9. If the unit class of the formula is an Integer, a Marker tab will be

available.
Inserting a formula
A.
Place a check mark in the Marker box if you want a marker to

appear on the Review Graph at the index value calculated by the
formula.
B.
Place a check mark in the Movable Marker box if you want the
marker to be movable by the user. If the marker is moved on the
review graph, the formula will be updated to reflect the new value.
C.
In the Symbol text box, type the test that will be used as the marker
symbol.
A formula can be inserted into a test method by the following:

1. Access the Edit Formula dialog screen by clicking on the Method menu
option, highlighting Edit Method, selecting Configuration Items, and
highlighting Formulas.
2. Place the cursor within the Formula table section and right-click. This
displays a menu dialog. Highlight either Add Formula (to add a result
calculation) or Add Marker Formula (to add a marker to the review
graph).
3. Once selected, the Formula Builder will be displayed. Refer toFormula
Builder - (Creating Formulas) on page 111, for instructions.
Deleting a formula
A formula can be deleted from a method by the following:

1. Highlight the formula, within the Formula table, to be deleted by
clicking on it.
2. Right-click and select Delete. This will erase the formula from the
method.
86
Using TestWorks 4
Inputs
Inputs
The Input Configuration Item displays the inputs available to you for each
specific method. To access the Edit Input dialog:
Configuration Items, and select Inputs (by highlighting this option).
The following components of the Input Table appear when the Input
Configuration Item has been selected:
Note
Using TestWorks 4
You can sort a table based on any column in the table. To sort the
table, click on the heading for the column you want to sort by. Click
on the heading a second time to sort in the opposite direction. For
example, to sort the table by display name, click on the Display
Name column.
87
Inputs
Display Name
This column lists all of the variables by their display name(s).
Default Value
This column lists the default values for each input within the Inputs table.
The default value is the initial value and can be changed by the user or in the
test flow.
Units
This column displays the default units of the variables.

The Input Settings dialog is a tabbed dialog located beneath the Input Table
window. This dialog allows you to define input characteristics such as
display name, units, and default value.
Note
The type of changes you can make to the input are based on your
user privilege level.
Follow these steps to define your input characteristics:
General tab
1. Type a display name into the Display Name text box.

2. Click on the Units combo-box to select the type of units. If you need a
unit that does not appear, select the Unit Class button to change the unit
class.
Note
If you need Units that do not appear, click on the Unit Class
button to select a different Unit Class. Be careful not to use
incorrect Unit Class. This will result in inaccurate results.
3. Type a default value in the Default Value text box.

4. Click on the Decimal Places combo-box to indicate the number of
decimal places to be used by the input.
5. Place a check mark in the Result checkbox if you want this input to be
displayed as a result on the Review page and on your Reports and in
your Export files. Click the Result Order button to bring the Result
Order dialog.
Description tab
Limits tab
88
6. Type a description into the Description text box.

7. Click on the Limits tab to enter minimum and maximum values for the
input. Place a check mark in the Minimum box and enter the minimum
value for the input into the text box to specify a minimum value. Place a
check mark in the Maximum box and enter the maximum value for the
input into the text box to specify a maximum value for the input. Limits
will allow you to lock in a range, reducing the chance of entering
incorrect values.
Using TestWorks 4
Inputs
Options tab
8. The Options tab allows the setting of the following options:

Input Required
A check mark inside this box indicates that a value will be requested for
this input during the test. The input will be requested by the Required
Inputs test segment that is in the test section specified by the inputs
WHEN setting.
For example, if the WHEN setting of an input is Pre-Specimen, the input
value will be requested by the Required Inputs test segment inside the PreSpecimen test section.
Panel Input
A check mark inside this box indicates that the input will be listed
within the Input panel of the Test page. This makes the input easy to
view and edit.
Display Only
A check mark inside this box indicates that the input will only be
displayed when it appears on the Test page or the Review page. You
will not be able to edit or change the value of the input from these
locations.
To edit a Display Only input, you must edit it from the Define page or the
Edit Method menu option.
Editable Post-Test
A check mark inside this box indicates that you can edit the input after a
specimen has been tested.
Reset to Default Values
A check mark inside this box indicates that the formula or input will be
automatically reset to its default value for the next test.
Hidden
A check mark inside this box indicates that the variable will be hidden
from view on the Test and Review pages.
Choice List
A check mark inside this box indicates that a list of default values is
available for the input. When you enter a value for the input, you can
select from this list of values through the Choice List combo-box.
To modify the choice list of an input, click on the Edit button that appears
beside the input's default value.
Only Allow Choices
Using TestWorks 4
A check mark inside this box indicates that you can only select a value
from the choice list of the input. You cannot enter a unique value.
89
Inputs
Advanced tab
9. Click on the When combo-box to select when the input will be

requested.
10. Select an item in the Category combo-box to change the inputs
category.
11. Click on the Notation combo-box to select the notation of the input.
Select either Fixed or Scientific.
12. Set the following options as desired:
Locked
A check mark inside this box indicates that the

variable will be locked. A user will need
sufficient privileges to delete the input.
Sample-Level
A check mark inside this box indicates that

the formula or input will be a sample-level
formula or input and will have the same
value for every specimen in the sample.
13. If you have System Channels enabled on your system, you will have a
Source tab on the Input Settings dialog. On this tab, you can click on
the Source combo-box to select the source of the input value. Keyboard
Only is the typical setting.
90
In the Statistics combo-box, select the statistic that will be applied

to the incoming values.
In the Number of Readings box, type the number of readings that

are expected.
Using TestWorks 4
Inputs
Inserting an input
An input can be inserted into a test method by the following:

1. Access the Edit Input dialog screen by clicking on Method menu
option, highlight Edit Method, select Configuration Items and highlight
Inputs.
2. Right-click within the Input table and select Add Input. This will
display the Insert New Variable dialog.
3. Type in the Internal Name into the Internal Name text box. The Internal
Name is the name used by TestWorks 4 to identify inputs. It cannot
contain spaces, although the display name can contain spaces.
4. If you are inserting a formula or input, specify what the new variable
will be Added To. Select either the Sample or Specimen option.
When added to Sample makes the input contain one value for an
entire sample.
When added to Specimen makes the input contain one value for
each specimen.
5. Click the OK button to insert the new variable.

6. Refer to theInputs on page 87 to configure the input.
Deleting an input
An input can be deleted from a method by the following:

1. Highlight the input, within the Input table, to be deleted by clicking on
it.
2. Right-click and select Delete. This will erase the input from the
method.
Using TestWorks 4
91
Miscellaneous
Miscellaneous
To access the Edit Miscellaneous, click on the menu option Method,
highlight Edit Method, select Configuration Items, highlight Miscellaneous.
This will display the following screen:
The Miscellaneous configuration item allows you to configure one or more

of the following settings:
Method Access Level
To access this test method, your user login ID must specify a method access
level equal to or greater than this number. Select a method access level from
0 to 9 within the Method Access Level combo-box. This enables a upper
level user (supervisor) the ability to lock out other operators from gaining
access to methods.
92
Using TestWorks 4
Miscellaneous
Raw Data
Automatically Save
Every Specimen
Allows for the option to save the raw data, to not save the raw data, or
prompt to save the raw data per sample.
A check mark inside this box of the Miscellaneous configuration item
indicates that each specimen will be saved as soon as its test has ended. This
adds protection against losing test data.
Switch to Review
A check mark inside this box indicates that the focus will be shifted to the
Review Page after the completion of the test.
Disable Next Test

Segment Button
A check mark inside this box disables the Next Test Segment button. This
button appears below the Real Time Graph during a test. The Next Test
Segment button can be used to manually proceed the test flow to the next test
segment.
Disable Jog Buttons

During Test
A check mark inside this box indicates that the Up and Down machine
control buttons will be disabled while a test is running.
Master Flag
A check mark inside the Master Flag box indicates that the method is a
Master Template. You will be unable to overwrite a test method that has
Master template status. *Note: You must have a Creator user privilege level
to change this setting.
Method Description
The words displayed within this text box are visible inside the Method
Description area of the Test page. You can enter any text that you choose,
however, we recommend that your text describes the purpose and proper use
of the test method.
Using TestWorks 4
93
Hardware Status
Hardware Status
This configuration item specifies the action that will be taken if a hardware
limit or error is detected during a test segment. For instance, if you specify
that the test should be aborted when the upper frame limit is activated, you
can enable the Upper Frame Hardware Limit item in the dialog.
To access the Edit Hardware Status, click on the menu option Method,
highlight Edit Method, select Configuration Items, highlight Hardware
Status and this will display the following screen:
To edit this dialog:

1. Place a check mark beside each hardware status item that you want to
monitor during a test. Uncheck any item you do not want to monitor.
94
Using TestWorks 4
Limit Detection
Limit Detection
This configuration item monitors the enabled limits when any of the data
channels exceed the minimum or maximum value that you have preset.
Common limits are low/high load limits, and low/high extension limits. Use
the load limits and extension limits to prevent damage to your hardware
during a test.
Note
Using TestWorks 4
Limit Detection is active for the entire test.
95
Limit Detection
To edit this dialog:

1. Place a check mark inside the box to the left of the specific channel to
activate the Limit Detection.
2. Complete the configuration of this item by performing one or more of
the following:
Editing a limit
A.
To add a Limit condition, click on the Add button. The Limit

Detection dialog will open. (Only available for Definer/Creator
Level Users).
B.
To edit a condition, highlight it, and click on the Edit button.
C.
To delete a condition, highlight it, and click on the Remove button.

(Only available for Definer/Creator Level Users).
1. Highlight the Limit to be edited by clicking on the selection.

2. Next, click on the Edit button. This will display the following dialog
screen.
3. Type in the appropriate value in the Default Value edit box to describe
the selected Limit Detection.
96
Using TestWorks 4
Limit Detection
Adding a limit
Note
This option exists for Definer/Creator Level Users only.
1. Click on the Add button on the Edit Limit Detection display.

2. Place a check mark in the Enable box to activate the condition.
3. Click on the Channel combo-box to select the channel to be monitored
by the new limit.
4. Click on the Comparison combo-box to select the comparison to be
made between the data channel and the limit value. Select either > or <.
5. Click on the Variable combo-box to select the input for the value to be
compared to the data channel. If you need an input that does not exist,
click on the New button to create it.
Note
The combo-box only displays inputs that contain the same unit class
as the data channel selected.
6. If necessary, click on the Edit button to make changes to the limit value.
7. Click on the Action combo-box to select the action to be taken when the
Limit condition has been triggered. Select Abort Test or Post-Specimen.
Using TestWorks 4
97
Sample/Specimen Export
This configuration item contains the settings for either a sample or a
specimen export file. If Sample Export is highlighted, the settings for your
sample file will be changed. If Specimen Export is highlighted, the settings
for your specimen file will be changed. The Export settings determine how
your export file will be saved. MTS has provided default templates for your
use, located in the Report Template folder within the TestWorks 4 Directory.
98
Using TestWorks 4
To complete the Sample or Specimen Export Configuration dialog, follow

these steps:
1. Depending on the Report you would like to configure, either Sample or
Specimen, click on the Menu option Method, highlight Edit Method,
select (highlight) Configuration Items, and select either Sample Export
or Specimen Export.
2. Type the path and filename of the Export template in the Export
Template box. Click on the Browse button to locate an existing
template.
3. If available, click on the Warnings button. The Warnings dialog will
open and allow you to view messages about the export file that has been
selected.
4. Click on the Rescan button to update the selected Export template. This
must be done each time the Export template is edited.
5. The Destination combo-box typically specifies that the export will be a
file. (*If the system channels are enabled, the destination could be a
Com Port.)
6. The File Mode combo-box selects the manner in which the export file
will be written. Select one of the following:
Sample Name
Overwrite
When this option is selected, TestWorks 4 will save the export file using the
current sample name and the extension of the template (i.e. *.txt). This
option will replace the existing export file with the new file each time you
choose Export.
Sample Name - Append
hen this option is selected, TestWorks 4 will save the export file using the
current sample name and the extension of the template (i.e. *.txt). This
option will add the new export information to the end of the file each time
that you choose Export.
Overwrite
When this option is selected, TestWorks 4 replaces the existing export file
with the new file each time you choose Export.
Append
When this option is selected, TestWorks 4 opens the existing export file, and
adds the new export information to the end of the file each time that you
choose Export.
Auto-Increment
When this option is selected, TestWorks 4 sequentially changes the last

character of the export filename each time you choose Export. If your
filename is Sample 1, TestWorks 4 will name the file Sample 2 the next time
it is exported.
Using TestWorks 4
99
Sample
Name+Specimen # Overwrite
When this option is selected, TestWorks 4 will save the export file using the
current sample name plus the current specimen number (separated by an
underscore) and the extension of the template (i.e *.txt). This option will
replace he existing export file with the new file each time you choose
Export.
7. Type a filename in the Export Filename box.
Note
If you have chosen Sample Name as your file mode, you will not
be able to enter a filename.
8. If you have selected optional features for the Export template, check
boxes will appear with the Options box. Place a check mark next to
each option that you want to include within your export file.
100
Using TestWorks 4
Sample/Specimen Report
There are two Report configuration items, one for Samples and one for
Specimens. Your settings control how the report will be printed once you
have selected either Print Sample or Print Specimen, respectively. MTS has
provided report templates for both the sample and specimen levels -meaning
that you can print either sample reports or specimen reports.
Using TestWorks 4
101
To edit the Sample or Specimen Report Configuration dialog, complete the

following steps:
1. Depending on the Report you would like to configure, either Sample or
Specimen, click on the Menu option Method, highlight Edit Method,
select (highlight) Configuration Items, and select either Sample Report
or Specimen Report.
2. Type the path and filename for the Report template into the Report
Template box. Click on the Browse button to help you locate a
template.
Note
Leave the Report Template field blank if you want to specify how the
report should be printed each time that you choose Print.
3. If available, click on the Warnings button to open the Warnings dialog

and view messages concerning the report file that you have selected.
4. Select the Rescan button to prompt TestWorks 4 to reload and update
the selected Report template. Rescan is only needed if a new option has
been externally added or removed from the templates while editing the
configuration item.
5. If there are optional features within the Report template that you have
selected, check boxes will appear in the Options box. Place a check
mark next to each of the options that you want included in the printed
report.
102
Using TestWorks 4
Units
Units
The Units dialog allows you to customize the Units category (such as SI,
MKS, or English) that will be used for all channels, formulas, and inputs
within a test method.
Note
Using TestWorks 4
Use the side scroll bar to view the entire dialog window.
103
Units
The following tasks are performed through this dialog, provided that you
have the necessary user privilege level:
Change the current

units category
When you change the Units category of a test method, TestWorks 4 will
automatically convert all channel, formula, and input values into new units.
For instance, if a test method has been set up to use English units (such as
pounds, inches, p.s.i.), you can change the test method into SI units (such as
newtons, millimeters, MPa). In such an example, an Extension input of 2
inches would be automatically converted to 50.8 mm.
Note
Changing the unit category only affects new inputs, formulas, and
channels unless the Apply button is executed.
Follow these steps to change the Units Category:

1. Click on the Units Category combo-box to select the desired category
of units.
2. Review the unit classes and default units that appear to ensure that they
are the units that you want to use.
3. Click on the Apply button to convert every channel, formula, and input
to the new units.
Creating your own

units category
A Units category can be customized and applied to test methods. TestWorks

4 will accept Units categories that combine standard units, such as inches
and kilograms. A Units category can be modified by adding, editing, or
deleting unit classes and units. In addition, you can even create a unit class
with its own unique set of units.
Follow these steps to customize your new Units category:
1. Click on the Units Category combo-box to select the Units category
most similar to the one that you want to create. Initially, your new
category will be identical to the category that you selected.
2. Click on the New button, located below the Units Category combo-box.
The Category Description dialog will appear.
3. Type the name of your new category in the Caption box.
4. Click OK to create your new category.
5. Modify your new category by setting default units.
104
Using TestWorks 4
Units
Editing a units
category
Note
You cannot delete the Standard Units categories, such as English,

MKS, and SI.
1. Click on the Units Category combo-box to select the Units category

name that you want to edit.
2. Click on the Edit button, which is located below the Units Category
combo-box. The Category Description dialog will be displayed.
3. Type the new name for the selected category in the Caption box.
4. Click OK to edit the Units category.
Deleting a units
category
Note
You cannot change the name of the Standard Units categories such
as English, MKS, and SI.
1. Click on the Units Category combo-box to select the Units category to

be deleted.
2. Click on the Delete button, located below the Units Category combobox. The Delete Category? prompt will be displayed.
3. Click OK to delete the Units category.
Creating a new unit

class
A unit class is a specific set of units. For instance, the unit class of
Dimension is the set of all units that measure a dimension. This set can
include such units as inches, feet, yards, millimeters, or micrometers.
If the Units category that you have selected does not contain the Unit class
that you need, a new unit class can be created. For example, you might want
to add units of power to the English Units category. This unit class might
contain watts, kilowatts, Btu/hr, or cal/s.
1. Locate the Class table. This table contains all of the unit classes
available within the current Units category.
2. Be sure that the unit class you want is not already included.
3. Click on the New button located below the Unit Class table. The Class
Description dialog will appear.
4. Type the name of your new unit class in the Caption box.
5. Click OK to create your new unit class.
Once the new unit class has been created, a base unit is automatically created
with name given to the class just created ([Class Name]).
6. Click on your new unit class from the Unit Class table.
Using TestWorks 4
105
Units
7. Click on the new base unit from the Units table.

8. Select the Edit button located below the Units table. The Edit Unit Type
dialog will appear.
9. In the Description text box, type the desired name of the new base unit.
10. In the Calculation Type combo-box, select No conversion.
11. Click OK.
Editing a unit class

description
You can edit the name of a unit class by following these steps:
Note
You cannot change the name of a unit class supplied by MTS. You
can only change the name of unit classes that have been added to
your system.
1. From the Unit Class table, click on the unit class name that you want to
edit.
2. Click on the Edit button located below the Unit Class table. The Class
Description dialog will appear.
3. Type the new name of the selected unit class into the Caption box.
4. Click OK to rename the unit class.
Deleting a unit class
You can delete a unit class that is no longer needed by following these steps:
Note
You cannot delete a unit class supplied by MTS. You can only delete
unit classes that have been added to your system.
1. Click on the unit class name that you want to delete. You will find the
unit classes within the Unit Class table.
2. Click on the Delete button located immediately below the Unit Class
table.
3. The Delete Class? prompt will appear.
4. Click OK to delete the unit class.
Adding a new unit
106
A unit is the smallest element within a Units category. The unit, millimeter,
can be located within the unit class of Dimension which can then be part of
the Units category, SI.
Using TestWorks 4
Units
If the Units category that you have selected does not contain the unit that you
require, a new unit can be created. For instance, you might want to add the
unit, miles, to the Dimension unit class within the English Units category.
Because you cannot reassign the default units in the units categories supplied
by MTS, you must first create your own unit category and then create the
new units by implementing the following steps:
1. Select the unit class that will contain your new unit. Units that are
already included in this unit class will appear in the Units table.
2. Notice the first unit listed at the top of the Units table. This is the base
unit for the unit class. You must specify the factors that will convert this
base unit to your new unit.
3. Click on the New button located below the Units table. This will
display the New Unit Type dialog.
This dialog allows you to specify the settings of a new unit. A unit is the
smallest element within a Units category.
4. Type the name of the new unit in the Description box.
5. In the Calculation Type combo-box, select the type of calculation that
will be used to convert the base unit to the new unit. You can select
from the following:
No Conversion This selection indicates that the only difference between the
base unit and the new unit is their description or name. No conversion will
be done between the units.
Multiplier Only This selection will convert the new unit into the base unit by
multiplying the new unit by the specified multiplier.
Base Unit = New Unit * Multiplier
Example: millimeters = meters * 0.001
Multiplier and Constant This selection will convert the new unit into the
base unit by multiplying the new unit by the specified multiplier, and then
adding the constant.
Base Unit = (New Unit * Multiplier) + Constant
Example: Kelvin = (Celsius * 1.0) + 273.15
6. If required, enter the value of the multiplier in the Multiplier box.
7. If required, enter the value of the constant in the Constant box.
Using TestWorks 4
107
Units
8. Click OK to create the new unit.
108
Using TestWorks 4
Units
Editing a new unit
Note
You cannot edit unit types supplied by MTS. You can only edit units
that have been added to your system.
1. From the Unit Class table, highlight to select the unit class containing
the unit that you want to edit.
2. From the Units table, highlight the unit to be edited.
3. Notice the unit at the top of the Units table. This is the base unit of the
unit class. You must specify the factors that will convert this unit to the
unit that you are editing.
4. Click on the Edit button located below the Units table. The Edit Unit
Type dialog will appear. Then edit the appropriate fields (refer to
Adding a new unit on page 106).
Deleting a new unit
You can delete a unit that is no longer needed by following these steps:
Note
You cannot delete unit types supplied by MTS. You can only edit
units that have been added to your system.
1. In the Unit Class table, highlight to select the unit class that contains the
unit to be deleted.
2. In the Units table, highlight the unit that you want to delete.
3. Click on the Delete button located below the Units table.
4. The Delete Unit? prompt will appear.
5. Click OK to delete the unit.
Exporting a userdefined unit category,

class or type
Exported Units are saved as a separate file. After it is saved, you can import
it into another test method, share it with another system or archive it for
future use.
Follow these steps to export a Units Category, Class or Type:
1. Click on the Units Category combo-box, Unit Class or Type to select
the file that you want to export.
2. Click on the Export button located at the very bottom of the Units
dialog. The Export User-Defined Units dialog will appear.
3. From the Export User-Defined Units dialog, select a name and
destination for the exported Units file.
Using TestWorks 4
109
Units
Importing a userdefined unit category,

class or type
A new set of units can be added to a test method by importing a Units

category. The imported Units usually originates from another test method or
another TestWorks 4 system.
Note
All currently user-defined units categories, classes, and/or types are

removed prior to importing a new units file.
Follow these steps to import a Units Category, Class or Type:

1. Click on the Import button, located at the very bottom of the Units
dialog. The User-Defined Units dialog will appear.
2. From the User-Defined Units dialog, locate and select the Units file that
you want to import.
Assigning default
units
Each unit class within a Units category has a default unit type. This unit type
will be automatically used for the unit class. For example, if the unit,
millimeters, is specified as the default, the value of all Dimension inputs will
be recorded in millimeters. However, you can manually select a different
unit for individual variables. When a Units category is applied to a test
method, all of the variables are converted to the default units.
Note
Changing the unit category only affects new inputs, formulas, and
channels unless the Apply button is executed.
Follow these steps to set a unit as the default unit:

1. In the Unit Class table, highlight the class that contains the unit that will
be the default unit.
2. In the Units table, highlight the unit that will be the default unit.
3. Click on the Default button located below the Units table.
The Unit Class table will be updated to display the selected unit as the
default.
Note
110
Default units can only be assigned to user-created unit categories.
Using TestWorks 4
Formula Builder - (Creating Formulas)

The Formula Builder provides a quick and easy way to create formulas for
use in your TestWorks 4 methods. This section can be used as a guide to
creating formulas using the Formula Builder.
Note
If you are a Definer or Creator Level User, the illustration below

appears initially when creating a formula on the Define Page. To
bypass this, click on the Advanced tab to create a formula with the
Insert New Variable dialog.
There are several ways to access the Formula Builder (User Level):
1. On the Test Page, click on the menu option Method, highlight Edit
Method, and then highlight Create Formula, (Editor, Definer, and
Creator).
Using TestWorks 4
111
2. On the Test Page, click on the menu option Method, highlight Edit
Method, highlight Configuration Items, and then select Formulas. This
will display the Edit Formula dialog. Within the formula table, rightclick and select Add Formula, (Editor, Definer, and Creator).
3. On the Define Page, click on the Configuration Tab, select Formulas on
the configuration tree. A list of formulas will be displayed in a table
form on the right-hand side of the screen. Right-click within this table
and select Add Formula, (Definer and Creator).
4. On the Define Page, click on the menu option Insert and select
Formula. (Definer and Creator).
Once the Formula Builder has been launched (using one of the procedures
above), you will then be able to begin the process of adding a custom
formula to a method. To add a formula, follow these simple steps.
1. Select the appropriate formula type from the Choose a Formula Type
window. This is done by clicking on the appropriate function.
Note
A brief description is available under this window to help you decide

on the correct formula function.
2. Once the correct formula function has been selected, type in the name
of the formula in the Enter a Display Name for the New Formula
window and click on Create.
Note
Not all formula types require you to enter in a name.
3. Depending on the type of formula selected, a specific dialog will be

displayed. This information should be edited appropriately.
The standard formula types that you can build are listed below.
Date - Time
Index Point
Combine Strings
Channel Value
Average Value
Sample Name
Value at Index Point
The following sections will help guide you through each formula builder
type:
112
Using TestWorks 4
Date and time function

formula builder
This formula builder is designed to aid in the construction of formulas that

construct a string containing a date and time. For example, this formula
builder allows you to create a formula that would report the date and time the
current sample was created. The date and time strings can be separated by an
optional separator character. The calculated string could appear 06-21-02,
10:30 AM.
1. Select a date for the new formula in the Select a Date Object combo
box. The date objects that appear are the Date-Time functions available
in TestWorks 4. If you do not wish to have a date appear in the formula,
then select the None option in the combo box.
2. If you have chosen to have a date object in the formula, then you can
also select a format for the date in the Select A Format for the Date
combo box. The date format strings are like the standard Microsoft
Windows date format strings.
Using TestWorks 4
113
3. If you wish to have a separator character to appear between the date and
time objects in the formula, then select a separator character in the
Select a Separator combo box. There are currently 8 possible separator
characters:
a dash -
a comma ,
a comma and a space ,
a period .
a colon :
an underscore _
a space
a space, a dash and a space -
If you do not want a separator you can choose the None option. If you want
to create a date/time string that can be used in the sample name, then you
must select either the dash - or the underscore _ (or None). The other
characters listed are not acceptable as file names.
4. Select a time for the new formula in the Select a Time Object combo
box. The time objects that appear here are the Date-Time functions
available in TestWorks 4. If you do not wish to have a time appear in
the formula, then select the None option in the combo box.
5. If you have chosen to have a time object in the formula, then you can
also select a format for the time in the Select A Format for the Time
combo box. The time format strings are like the standard Microsoft
Windows time format strings.
The completed formula will be a sample-level result unless one of the
specimen-level Date-Time functions were chosen as either the date or time
object. In that case, the completed formula will be made a specimen-level
result.
Finally, click the OK button to have the formula builder create your new
formula. You can exit the formula builder without creating any new formulas
by clicking the Cancel button.
114
Using TestWorks 4
Index point formula

builder
This formula builder assists you in creating formulas to find specific points
on the data curve. For example, you can find the point where the load is at its
maximum value. When you create an index point, a marker will appear on
the review graph to show you the location of the index point. You can also
use this index point in other formulas. You might wish to find the value of a
channel at this point, or you might wish to use this point as a starting point
when you search the data for other values.
1. The first step in creating an index point formula is to choose a channel

to search. This is the channel that defines the point you are looking for.
For instance, if you want to find the point where the load is at its
maximum value, choose Load from the first combo box.
2. The next combo box allows you to select an index point to start the
search. For example, to consider only data after yield, choose Yield
Index. To search all the data in the specified channel, choose <Start of
Data> here. Any previous index points you have created with this
formula builder will appear in the list that you can select from.
Using TestWorks 4
115
3. Next, you must type the point you wish to find. Simply click on the
option of your choice. There are three types of points to choose from.
Peak - you find the point where the search channel reaches its
maximum value.
Minimum - you find the point where the search channel reaches its
minimum value.
Specified Point - you find the point where the search channel
reaches a value you specify. When you select this type, you must
enter a value and select the units for that value. For example, to
find the point where extension is one inch, Select Extension as the
channel to search. Then select Specific Value for the type of point.
Enter 1 in the edit box and choose in from the Units combo
box. The unit class of the available units will always match the
unit class of the search channel.
4. You can give your formula a marker symbol by typing a letter or

series of letters in the Marker Symbol edit box near the bottom of
the dialog. This marker symbol will appear as a label for the
marker of your new index point on the Review Graph.
116
Using TestWorks 4
Combined strings
formula builder
This formula builder assists you in creating formulas that will combine a
number of strings into a single string. A String is simply a series of
characters (letters, digits, and punctuation symbols). A String can be a single
character, a word or even a sentence. By combining several strings into one
you can create a meaningful comment or memo for your specimens or
samples.
Some functions built into TestWorks 4, the UserName( ) function for example,
return string values. The formula builder can use the values returned by some
of these functions to construct strings. Likewise, some formulas and inputs
produce string values that can be used by this formula builder. In fact, the formulas created by this formula builder can also be used.
As an example, you can use the combine strings formula builder to create a
comment for each specimen which contains your company name, the
operators name and the date and time the specimen was run. (You can use
the Date Time Formula Builder to create strings containing the date and time
the specimen was run.).
Using TestWorks 4
117
Note
The list box on the left side of the dialog contains the objects
available to you with which you can build your strings. At the top of
the list you will find some commonly used separators, which are
useful for placing between the various parts of your string. Further
down the list, you will find formulas that produce strings and then a
list of inputs that are strings. Still further down the list, you will find
several TestWorks functions which return strings.
1. You can add any of these objects to the string you are building by
clicking on that object in the left side list box and then clicking the Add
button. That object will then appear in the list box on the right side of
the dialog. The right side list box contains all the objects you have
selected to combine into your string. These objects appear in the order
in which they will be in the new string. The first item in the list will be
the first item in the string. The second item in the list will be the second
item in the string and so on. You can change this order by clicking on
the object in the right side list box and then clicking on the up arrow
button or down arrow button and move the object up or down in the list.
You can remove an object form the right side list by clicking on that
object and then clicking the Remove button.
2. You can add your own strings to the new string by clicking on the Add
Custom String button. You will be prompted to type in your string and
when you click the OK button, your custom string will be added to the
right side list with the other objects you have chosen to be in the string
you are building.
Note
You can not use quotation marks in your custom string.
3. The Example box near the bottom of the dialog displays a rough
example of what your new string will look like. As you add strings to
the right side list (or remove or move them), the example string is
updated automatically. Because the formulas, inputs, and functions can
not return actual values until a specimen is run, their return values are
not used in the example string. Instead the name of the formula, input or
function is surrounded by square brackets [ ] and inserted into the
example string where the return value would be. When your formula is
calculated, [UserName( )] will be replaced with Fred (assuming, of
course, that your users name is Fred).
118
Using TestWorks 4
Channel value formula

builder
This formula builder assists you in creating formulas to find the value of a
channel at a specific point. For example, you can create a formula that will
return the load when the extension is at two inches or you can create a
formula that will return the load when the load is at its maximum.
1. To build your formula you must first go to the top combo box and
choose the channel you want to get the value from. If, for instance, you
want to find the load when the extension is at two inches, you should
select Load.
2. The remainder of the dialog looks very similar to the dialog for the
Index Point formula builder. This is because defining a point to get the
value is similar to defining an index point. To define the point at which
you want your value you must select the channel to search. This is the
channel used to define the point. For example, if you want to find the
load when the extension is at two inches, you select Extension in the
Search Channel combo box.
Using TestWorks 4
119
3. Next, you must select the type of point where you intend to find the
value. Simply click on the option you desire. There are three types of
points to choose from.
Peak - you find the point where the search channel reaches its
maximum value.
Minimum - you find the point where the search channel reaches its
minimum value.
Specified Point - you find the point where the search channel
reaches a value you specify. When you select this type, you must
enter a value and select the units for that value. For example, to
find the point where extension is one inch, Select Extension as the
channel to search. Then select Specific Value for the type of point.
Enter 1 in the edit box and choose in from the Units combo
box. The unit class of the available units will always match the
unit class of the search channel.
4. Next, you can use the Start Index combo box to select an index point to
start the search. For example, to consider only data after yield, choose
Yield Index. To search all the data in the specified channel, choose
<Start of Data> here. Any index points that you created with the Index
Points formula builder will appear in the list that you can select from.
120
Using TestWorks 4
Average value formula

builder
This formula builder assists you in creating formulas to find the average
value of a channel over a range that you specify.
1. To build your formula you must first go to the Result Channel combo
box and choose the channel you want to get an average value for. If, for
instance, you want to find the average load over a certain range, you
should select Load.
2. Next, you need to specify the range. There are three ways to specify the
range you want.
Using TestWorks 4
Choosing all data as your range is easy. Simply click on the Use
All Data option. There is nothing else to configure.
To choose a range of data between two specific values, click on the

Use Specified Values option. You will be presented with a set of
controls which ask you to choose a search channel and enter
values. The search channel is the channel you use to define the
range. For example, if you wish find the average load over the
range that goes from an extension or 1 inch to an extension of 2
inches, you would select extension as you search the channel and
enter 1 in the Value 1 edit box and 2 in the Value 2 edit box. Select
in for the units for both values. The units class of the Value 1 and
Value 2 edit boxes will always be the same as the unit class for the
search channel. If you leave the Value 1 edit box blank, the range
will start at the beginning of the data. Likewise, if you leave the
Value 2 edit box blank, the range will end at the end of data.
To choose a range of data between two index points, click on the

Use Index Points option. You will be presented with two combo
boxes that ask you to select two index points. Select an index point
for Point 1 and another index point for Point 2. For Point 1 you
can select <Start of Data> to have the range begin at the start of
the data. Likewise, for Point 2 you can select <End of Data> to
have the range end at the end of the data. Any index points that
you have created with the Index Point Formula Builder will be
available for you to choose.
121
Sample name formula

builder
This formula builder assists you in building a meaningful string that can be
used as the sample name. A string is simply a series of characters (letters,
digits, and punctuation symbols). A string can be a single character, a word
or even a sentence. By combining several strings into one, you can create a
meaningful name for your sample.
The Sample Name formula builder is almost identical to the Combine
Strings formula builder. After all, this formula builder does pretty much the
same thing. It combines smaller strings into a larger string. *The difference
between the two is that while the Combine Strings formula builder creates a
new formula to build your string, the Sample Name formula builder modifies
a formula named SampleName that already exists in all methods. Once the
SampleName formula is updated, calculation of the formula will be turned
on and the file name of the sample will be updated when the formula is
actually calculated.
Like the Combine Strings formula builder, the Sample Name formula builder
can use the results of formulas and inputs that return strings to build the new
sample name. However, Sample Name formula builder places limitations on
which formulas and inputs you can use. By default, the SampleName
formula is a calculated pre-sample, which means it is calculated just before
the first specimen is run. Unless your user level is Definer or above, you will
not be able to change it. This means that you must only use formulas and
inputs which are sample level and are also calculated pre-samples.
Therefore, only pre-sample formulas and inputs will appear in the list of
formulas and inputs you can choose from.
Similarly, the Combine Strings formula builder and the Sample Name
formula builder allows you to use some of the functions built into TestWorks
4, the UserName( ) function for example, that return string values to
construct the sample name. As an example, you can create a name for your
sample which contains your company name, the operators name and the
date and time the specimen was run. (You can use the Date Time Formula
Builder to create string containing the date and time the specimen was run.
Remember to use no specimen level information in the formula so that the
formula will be sample level.)
Note
122
The list box on the left side of the dialog contains the objects
available to you with which you can build your strings. At the top of
the list you will find some commonly used separators, which are
useful for placing between the various parts of your string. Further
down the list you will find pre-sample formulas that produce strings
and then a list of pre-sample inputs that are strings. Still further
down the list you will find several TestWorks 4 functions which return
strings.
Using TestWorks 4
Many of the separators available to the Combine Strings formula builder are
not allowed by the Sample Name formula builder because they are not legal
characters in Windows file names. Make sure that your strings only contain
characters that are legal in Windows file names.
1. You add any of these objects to the string you are building by clicking
on that object in the left side list box and then clicking the Add button.
That object will then appear in the list box on the right side of the
dialog. The right side list box contains all the objects you have selected
to combine into your string. These objects appear in the order in which
they will be in the new string. The first item in the list will be the first
item in the string. The second item in the list will be the second item in
the string and so on. You can change this order by clicking on the object
in the right side list box and then clicking on the up arrow button or
down arrow button and move the object up or down in the list. You can
remove an object form the right side list by clicking on that object and
then clicking the Remove button.
Using TestWorks 4
123
2. You can add your own strings to the new sample name by clicking on
the Add Custom String button. You will be prompted to type in your
string and when you press the OK button, your custom string will be
added to the right side list with the other objects you have chosen to be
in the string you are building.
Note
You can not use quotation marks in your custom string.
3. The Example box near the bottom of the dialog displays a rough
example of what your new sample name will look like. As you add
strings to the right side list (or remove or move them), the example
string is updated automatically. Because the formulas, inputs and
functions can not return actual values until a specimen is run, their
return values are not used in the example string. Instead, the name of
the formula, input or function is surrounded by square brackets [ ] and
inserted into the example string where the return value would appear.
When your formula is calculated, [UserName( )] will be replaced
with Fred (assuming, of course, that your users name is Fred).
Finally, click the OK button to have the formula builder update the
SampleName formula. You can exit the formula builder without updating the
SampleName formula by clicking the Cancel button.
124
Using TestWorks 4
Value at index formula

builder
This formula builder assists you in creating formulas to find the value of a
channel at an index point. For example, if you have an index point defined
which indicates the location of the peak (maximum) load, you can have this
formula builder create a formula that will return the extension at that point.
1. To build your formula, you must first go to the Channel combo box and
choose the channel you want to get the value from. If, for instance, you
want to find the extension at peak load, you should select Extension.
2. Next, go to the Index Point combo box and select the index point at
which you wish to find the value. For example, if you have defined an
index point at peak load, you can select that index. Any index point that
is a marker will show up in the list for you to select from. This includes
any index points you might have created with the Index Point formula
builder.
Using TestWorks 4
125
Note
If an index point you are expecting to appear is not displayed, that

index point can not be a marker. An index point must be a marker in
order to show up in this list. To see whether or not an index point is a
marker, go to the Formulas configuration item and find your formula
in the list. Next, click on the Marker tab that appears below the list. If
the Marker check box is not checked, check it to make that formula a
marker. If the marker tab does not appear, then the formula has the
wrong units class and cannot be a marker.
After you have selected your channel and index point, you can click the OK
button to have the formula builder create your new formula. You can exit the
formula builder without creating any new formulas by clicking the Cancel
button.
126
Using TestWorks 4
Meter Configuration
Meters are located at the bottom of the Test Page and digitally display the
signals coming from your data channels. Basic channels such as load and
crosshead/actuator rod position, update in real-time, whether or not a test is
running. TestWorks 4 allows the ability to add, delete, and change the meter
settings from the Test Page view.
Configuring the meter

view
To access the Meter Configuration dialog, click on the Configure menu

option and select Meters or you can place the mouse cursor in the meter
window, right-click, and select Properties.
You can perform the following tasks from this dialog:
Add a meter
1. Locate the Available list in the upper left-hand corner of the Meter
Configuration dialog.
2. Click to highlight the meter that you desire.
3. Click on the Add button to add it to the Meters to Display window.
Note
Using TestWorks 4
The >> button will add all the meters.

Meter Configuration
127
Remove a meter
1. Locate the Meters to Display list in the upper right-hand corner of the
Meter Configuration dialog.
2. Click to highlight the meter that you want to remove.
3. Click on the Remove button to remove the meter from the Meters to
Display list.
Note
Changing the order of

the meters
Click on the << button to select and remove all of the meters at the
same time.
1. Locate the Meters to Display list in the upper right-hand corner of the
Meter Configuration dialog.
2. Click to highlight the meter that you want to move.
3. Click on the Up Arrow button to move the selected meter higher within
the list.
4. Click on the Down Arrow button to move the selected meter lower
within the list.
Change the style of the

meter display
1. Select the Meter Font Size text box located near the middle of the Meter
Configuration dialog.
2. Type a number for the font size of the meter text.
3. Click on the Foreground Color button to select the color of the meter
text.
4. Click on the Background Color button to select the color of the meter.
5. Place a check mark inside the 3-D Display check box to display the
meter as a three-dimensional image.
6. Click on the Update Example button to preview the meter based on
your style selections.
128
Meter Configuration
Using TestWorks 4
Channel and sensor

names
A channel is a type or source of data. Therefore, your force or load readings

are collected through a load channel. The name of the channel is displayed
above the meter when the Display Channel Name option button has been
selected.
A sensor name is the name of the device that is calibrated on a channel.
Therefore, if the load cell that you have calibrated is called and labeled a 200
lb. load cell. Your load meter will display a 200 lb. load cell when the
Display Sensor Name option button has been selected.
Follow these steps to name your meters:
1. Locate the Display Name option buttons in the lower left-hand corner
of the dialog.
2. Click on the type of name to be used in your meters by selecting either
the Display Channel Name or Display Sensor Name option buttons.
By right-clicking within the Meters window you can perform certain tasks.
The following describes the options available:
Zero the channel
When you zero a channel, you are resetting it. TestWorks 4 reassigns the
current value that is being read to zero. You should zero or tare, a data
channel before running a test so that your test begins with the value of zero.
For example, if you reposition your crosshead or actuator rod before you run
a test, your meter will probably no longer read zero.
Follow these steps to zero or tare a channel:
1. Locate the meter for the channel you want to zero.
2. Right-click within the meter and select Zero Channel.
Note
Never zero or tare, a load channel after you have inserted a test
specimen into your grips or other fixturing. Doing so can result in
artificially low readings.
Handset display
Depending on the testing frame that you have purchased, the Handset
Display option will be shown. This gives you the ability to display the Meter
values on the Handset display.
Calibrate device
This option allows the user to calibrate the specified device. When selected,
the calibration routine within the software will be initialized.
Configure channel or
device
Using TestWorks 4
Please refer toChannels on page 78.
Meter Configuration
129
Decimals
Units
Remove
Add
Properties
130
Meter Configuration
The Decimals option allows you to configure to the decimal places for the
meter view. The number of decimal places is limited from 0 to 5 places.
Selecting units will allow you to change the unit type for the specified meter.
For example, you can change the Load Cell value from pounds to newton.
This will remove the specified meter from the Test page view.
The Add option will display all the meters available within the method. Just
highlight the meter you want to display and the meter will be added.
Refer to Review Graph on page 139.
Using TestWorks 4
Reviewing Data
Introduction of review
page
Graph Legend
Crosshead or
Actuator Rod Position
Using TestWorks 4
Now that you have finished running a test, you will want to review the data
generated by that test. You can do that on the Review page. Usually,
TestWorks 4 will be set up to switch to the Review Page when a test is
completed. If not, you can easily show the review page by clicking the
Review tab just under the toolbar or by selecting View and then View Page
from the menu. Below is an example the Review Page.
Review Graph
Statistics Table
Results/Input Panel
Movable Sash
Reviewing Data
131
Notice that the Review Page has four major areas: the Graph Legend, the
Review Graph, the Results/Inputs Panel, and the Statistics Table. You can
use the Graph Legend to select which specimens to display on the graph.
From this view, you can also tag and delete specimens. Also, if a specimen
has any warnings, the first warning for that specimen will appear on this
view.
The Review Graph will display pictorially the data gathered for one or more
specimens. If you have the correct permissions, you can configure the
Review Graph to your liking. You can specify which channels to plot, the
scale of the graph, and even the colors. You can also add objects such as text
and lines to your graph to make it more descriptive. The graph can be printed
or saved to a bitmap file.
The Results/Inputs Panel can display a wide variety of data. By default, it
displays the values of formulas and inputs that are designated as results.
However, you can also set this panel to display all of the required inputs, all
of the inputs that can be edited after the test, and even the raw channel data.
If the crosshairs on the review graph are active and the Results/Inputs Panel
is showing the raw channel data, the raw channel values will update to
display the data that correlates to the position of the crosshairs on the graph.
From this panel, if you have the correct permissions, you can also edit
formulas and inputs as well as edit the reporting orders for formulas and
inputs.
The Statistics Table displays the results for each specimen in the sample as
well as certain statistical data, such as average and standard deviation, based
on these results. If you have the correct permissions, you can specify which
statistics to display.
As with the Test Page, the sashes (the lines between the different panels) on
the Review Page are movable. If you have the correct permissions, then you
can use these sashes to change the size of the various panels.
Lets look at each part of the Review Page in more detail.
132
Reviewing Data
Using TestWorks 4
Movable sashes
If you have permission to change the user interface, then you can use your
mouse to drag a sash and change the size of the panels affecting the overall
size. The sashes work just like they do on the Test Page. To move a sash, you
first move the mouse pointer directly over the sash you wish to move. Watch
for the mouse pointer to change from the normal pointer to a short line with
arrowheads at each end. If the line is horizontal, then you will be able to
move the sash to the left or right. If the line is vertical, you will be able to
move the sash up and down. Once the mouse pointer has changed, press the
left mouse button and hold it down. Drag the sash to the location you desire.
You will see a shadow of the sash following your mouse and indicating your
position. Once this shadow is in the location you desire, release the mouse
button. The sash will move to this new position and the windows on either
side of the sash will be resized accordingly. If the mouse cursor does not
change when you move the mouse over a sash, then you do not have
permission to change the user interface and will not be able to move the
sash.
Graph legend
The Graph Legend allows you to select which specimens to display on the
review graph. It also allows you to tag specimens, delete specimens and
view specimen warnings. The Graph Legend lists each specimen that has
been run in the order in which they where run. The legend also lists any preallocated specimens that have not yet been run. The selected (highlighted)
specimen is the active specimen. The active specimen is always displayed on
the Review Graph, and the values displayed in the Results/Inputs Panel
always pertain to the active specimen. Usually the last specimen run will be
the active specimen. You can select any specimen as the active specimen by
clicking on that specimen with the mouse.
Check boxes
Each listing in the legend contains a check box, an icon and the number of
the specimen. The check box is used to indicate whether or not a given
specimen should appear on the Review Graph. To display a specimen on the
Review Graph, place a check in this check box. Each specimen whose check
box is checked will appear on the Review Graph along with the active
specimen. To remove a specimen from the Review Graph simply uncheck
this check box. The active specimen always appears on the Review Graph
regardless of whether or not this box is checked.
Specimen icons
The appearance of the icon displayed in a specimen listing changes

according to the characteristics of the specimen. This icon includes the shape
of a traditional dogbone specimen. For completed specimens, this
specimen shape will be solid. For pre-allocated specimens that have not yet
been run, this shape will be hollow.
Using TestWorks 4
Reviewing Data
133
A little green triangle in the upper left-hand corner of the specimen icon
indicates that the raw data associated with this specimen exists. If this little
triangle is not present on the icon, then the raw data associated with this
specimen was not saved or has been deleted. Because the Review Graph
needs a specimen's raw data to create the specimen curve, a specimen
without raw data cannot be displayed on the Review Graph.
The yellow tag symbol on a specimen icon indicates that the specimen has
been tagged. A specimen can be tagged either manually by the user or
automatically by the Tag Limits configuration item. The results of a tagged
specimen are not included in statistical comparisons performed by
TestWorks 4. Also, tagged specimens do not count toward the maximum
number of specimens in a sample. You can tag (or untag) a specimen
manually by right-clicking on that specimen entry in the legend and then
selecting Tag Specimen from the pop up menu. Tagged specimens can also
be deleted from the sample as a group. To quickly delete all tagged
specimens right-click anywhere on the legend and select Delete all Tagged
Specimens from the right-click menu.
The following illustration demonstrates the various specimen icons that can
appear on the Graph Legend.
This Specimen
is Tagged
This is a normal completed

specimen that has raw data
The raw data for

this specimen
does not exist
This specimen is
highlighted and is
the active specimen
134
Reviewing Data
This is a pre-allocated
specimen
Using TestWorks 4
Specimen warnings
Using TestWorks 4
Some specimens will have warnings associated with them. A warning is not
necessarily a bad thing. It just indicates that there is something about this
specimen that you might want to notice. For instance, a warning will be
associated with the specimen if the specimen breaks or if the user stopped
the test. If a specimen has a warning associated with it, the Warning column
in the Graph Legend will display that warning. If a specimen has multiple
warnings associated with it, the Warning column will display the first
warning associated with that specimen. You can view the remaining
warnings by right-clicking on the specimen and selecting View Warnings
from the pop up menu. You will be presented with a dialog that displays all
the warnings associated with that specimen.
Reviewing Data
135
Right-click menu
When you right-click on a specimen listing in the Graph Legend, a menu

will pop up that lets you select from a variety of actions that you can perform
on a specimen. Let's take a closer look at each of these actions.
.
Example of the Legend

right click menu
Select All Specimens
This command places a check in the check boxes of all specimens in the list
so that all the specimens will be displayed on the Review Graph. This
command does not affect which specimen is the active specimen.
Deselect All Specimens
This command removes the checks in the check boxes of all specimens in
the list so that none of the specimens (except for the active specimen) will be
displayed on the Review Graph. This command does not affect which
specimen is the active specimen.
Tag Specimen
This command tags or untags a specimen. This command affects the

specimen that was right-clicked on. If the specimen is not already tagged,
then this command will tag the specimen. If the specimen is already tagged,
then a check will appear next to this menu item indicating that the specimen
is currently tagged. In this case, this command will untag the specimen. The
results of a tagged specimen are not included in statistical comparisons
performed by TestWorks 4. Also, tagged specimens do not count toward the
maximum number of specimens in a sample.
136
Reviewing Data
Using TestWorks 4
Recalculate Specimen
Recalculate Sample
This command recalculates all the results for this specimen (the specimen
that was right-clicked on). For example, if you added a new result formula to
your method after this specimen had been run, you can use this command to
force a value to be calculated for this new result.
This command recalculates the results for all specimens in the sample. You
can use this command to update all of the specimen results within a sample
after you have made changes to a test method. For example, if you change
the formula for the strain channel, this command will update the results to
reflect this new formula.
Continue Testing/Begin
Test
The Continue Testing command restarts a test that has been stopped
prematurely. For example, if you accidentally aborted a test by pressing the
spacebar, you can use this command to restart the test. For pre-allocated
specimens, this menu item becomes the Begin Test command which starts a
new test. This action is the same as pressing the start button on the Test Page.
The data and calculations from this test will be inserted into the first preallocated specimen that has not yet been run.
Edit Comment
This command allows you to enter a comment for the given specimen (the
specimen that was right-clicked on) or if a comment already exists for the
specimen to edit that comment. When you choose this command, a dialog
pops up that allows you to enter the text for your comment. The text you
enter is stored in the Specimen Comment input for the given specimen. Your
comment can be included on reports that you print. You must have
permission to edit specimens on the Review Page for this command to be
enabled. (This is a flag in your user profile set by your supervisor.)
View Warnings
This command enables you to view all the warnings associated with a
specimen. Normally, only the first warning associated with a specimen is
displayed in the Warnings column of the legend. Selecting this command
will present you with a dialog that displays all the warnings associated with
this specimen.
Properties
This command displays the Sample Properties dialog, which allows the user
to see the traceability information for a sample and its specimens. The
traceability of a sample or specimen is a time stamp that contains the date,
time, customer name, system and site numbers, user name, and software
version under which a sample or specimen was either created or modified.
For more information on the Sample Properties dialog refer to Sample
Properties Dialog on page 159
Using TestWorks 4
Reviewing Data
137
Export Specimen
Print Specimen
This command prints a specimen report for the given specimen (the
specimen that was right-clicked on). The report is based on the settings made
in the Specimen Report configuration item of the test method.
Delete Curve Data
This command will delete the raw data from the given specimen (the
specimen that was right-clicked on). TestWorks 4 uses a specimen's raw data
to create the specimen curve on the Review Graph and to calculate results.
Therefore, if you delete the raw data for a specimen, you will not be able to
display that specimen on the Review Graph nor will you be able to
recalculate the specimen's results. However, if you decide not to do either of
these things, you can reduce the amount of disk space required by the sample
file if you delete the raw data. You must have permission to delete specimens
for this command to be enabled. (This is a flag in your user profile set by
your supervisor.).
Delete Specimen
This command will delete the given specimen (the specimen that was rightclicked on) from the sample. You must have permission to delete specimens
for this command to be enabled.
Delete All Specimens
Delete all Tagged

Specimens
138
This command writes a specimen Export file for the given specimen (the
specimen that was right-clicked on). The file is written according to the
settings made in the Specimen Export configuration item of the current test
method.
Reviewing Data
This command will delete all specimens from the current sample. A dialog
will appear asking, Are you sure you want to do this? You must have
permission to delete specimens for this command to be enabled.
This command will delete all specimens that have been tagged (either
manually by the user or automatically by TestWorks 4) from the current
sample. You must have permission to delete specimens for this command to
be enabled.
Using TestWorks 4
Review Graph
Review Graph
The Review Graph will plot the data from one or more of your specimens in
a graphical format. Below is an example of what the Review Graph might
look like
Text Annotation
Line Object
Data Curve
Marker
Y-Axis
Crosshair
Active Specimen
Legend
X-Axis
Using TestWorks 4
Arrow Annotation
Reviewing Data
139
Review Graph
This graph shows a plot of Load on the Y-Axis, versus Extension on the XAxis. There are two data curves on the graph. The legend tells us that these
data curves correspond to specimens 1 and 2. Specimen number 1 is the
active specimen, as indicated by the brackets around the number 1 in the
legend. Also present on this graph are examples of markers, a line object, a
text annotation, and an arrow annotation. Let's look at the various parts of
the review graph in more detail.
X-axis and Y-axis
The X-Axis is the horizontal axis of the graph, and the Y-Axis is the vertical
axis. You can select any channel or per point formula to use for either axis.
In the above example, Load is used for the Y-Axis and Extension is used for
the X-Axis. If you prefer, you plot Time on the X-Axis rather than Extension
to create a Load versus Time plot. Or you could plot Stress on the Y-Axis
and Strain on the X-Axis for a Stress-Strain curve.
You can select the channel to display on the Y-Axis by right-clicking on the
Review Graph and selecting Y-Axis Channel from the pop up menu. A fly
out menu will list the channels you can choose from. Select the channel you
desire from the fly out menu. Likewise, you can set the X-Axis channel by
right-clicking on the Review Graph and selecting X-Axis Channel from the
pop up menu and then selecting the channel you want from the fly out menu.
You can also select the units to use for plotting the X-Axis or Y-Axis
channels. For example, let's say you are doing some low force testing and
you want a graph with Load on the Y-Axis. You might want to change the YAxis units from pounds to ounces. To do this, right-click on the Review
Graph and select Y-Axis Units from the popup menu. A fly out menu will
list all the available units in the unit class used by the Y-Axis channel. Select
the unit you want from this menu. Likewise, you can set the units for X-Axis
channel by right-clicking on the Review Graph and selecting X-Axis Units
from the pop up menu and then selecting the unit you want from the fly out
menu.
The scales of the X and Y Axes are normally set automatically by the
Review Graph. You can, however, set the scales manually through the
Review Graph Setup Dialog. For more information on the Review Graph
Setup Dialog refer to Review Graph Setup on page 163.
Note
140
Reviewing Data
In order to change the channel or unit for either axis, you must have
permission to change the user interface. (This is a flag in your user
profile set by your supervisor). You must also have permission to
change the user interface in order to set axis scales through the
Review Graph Setup Dialog.
Using TestWorks 4
Review Graph
Data curves
The data curves are the actual plots of channel data. The data curves for
several specimens can be shown on the Review Graph and one time so that
you can easily compare specimen data. For example, you can show any
number of specimens within the sample on the graph. You add curves to the
Review Graph by placing a check in the check box next to the specimen in
the Graph Legend panel. Likewise, unchecking the check box next to a
specimen in the Graph Legend panel will remove that curve from the
Review Graph.
It does not matter how many data curves appear on the Review Graph; only
one will correspond to the active specimen. The active specimen is the one
indicated by brackets around the number in the legend. Knowing which
curve belongs to the active specimen is important because any markers or
line objects that are showing pertain only to the active specimen.
In the example Review Graph, the two data curves have different colors. The
colors and line styles (for example, solid line or dashed line) are adjustable
and can be set through the Review Graph Setup Dialog. For more
information on the Review Graph Setup Dialog, refer to Review Graph
Setup on page 163. You must also have permission to change the user
interface in order access the Review Graph Setup Dialog.
Legend
The legend shows you which data curve goes with which specimen. Each
data curve that appears on the Review Graph has an entry in the legend. The
legend entry consists of the specimen number and an example of the color
and line style used for that data curve. An example of the Review Graph on
your computer screen will show that the blue data curve corresponds to
specimen number 1 and the green data curve corresponds to specimen
number 2. You also can tell that specimen 1 is the active specimen because
the active specimen will always be indicated by brackets around the
specimen number.
The maximum number of entries the Legend can hold is sixteen. More than
sixteen specimens can be displayed on the Review Graph at once but only
the first sixteen will have entries in the Legend.
The legend can easily be hidden. To hide the Legend (or show it if it is
hidden) right-click on the Review Graph and select Legend from the pop up
menu. If the Legend is currently visible, a check will appear next to the
Legend menu item. Then when you select this menu item, the legend will
be hidden. If the legend is already hidden, no check will appear next to the
Legend menu item. Then when you select this menu item, the Legend will
be made visible. You do not need any special permission to be able to hide or
show the Legend.
Using TestWorks 4
Reviewing Data
141
Review Graph
The Legend has other properties which can be adjusted as well. In the
example Review Graph, the legend appears to the right of the graph, but the
Legend position can be moved to the top, left, bottom, top-right, etc. You can
also display a border around the Legend. These options are set via the
Review Graph Setup Dialog. For more information on the Review Graph
Setup Dialog, refer to Review Graph Setup on page 163. You must have
permission to change the user interface in order access the Review Graph
Setup Dialog.
Crosshair/tracking
When the tracking feature is enabled and you move the mouse over the
Review Graph, the crosshair will follow the mouse as closely as possible
while remaining centered on the active specimen curve. As the crosshair
moves along the specimen curve, you will be able to see the crosshair
position indicator (located in the status bar at the bottom left of the
TestWorks 4 window) update automatically to reflect the current position of
the crosshairs. Also, if the Results/Inputs Panel is set to show raw channel
data, the data displayed in the Results/Inputs Panel will update automatically
to show the values of the channels at the current crosshair position. The
crosshair only follows the active specimen curve.
You can also move the crosshair along the specimen curve with left and right
arrow keys. The crosshair must be visible for the arrow keys to work. If the
crosshair is not visible, click on the Review Graph with the mouse and the
crosshair should appear.
You can disable the tracking feature, but if tracking is disabled the crosshair
will not move with the mouse and the values in the crosshair position
indicator and the raw channel data will not be updated. To disable (or enable)
the tracking feature, right-click on the Review Graph and select Tracking
from the pop up menu. If tracking is currently visible, a check will appear
next to the Tracking menu item. Then, when you select this menu item,
tracking will be disabled. If tracking is already disabled, no check will
appear next to the Tracking menu item. Then, when you select this menu
item, tracking will be enabled. Likewise, you can hide (or show) the
crosshair by selecting Crosshair from the right-click menu. You do not need
any special permission to enable/disable tracking or show/hide the crosshair.
Markers
142
Reviewing Data
A marker is a unique data point that is derived from a formula calculation.

Markers are used to indicate important data points such as yield or break.
They are also used with other calculations such as the calculations used to
determine the Modulus line. When the data curves are plotted on the Review
Graph, a special marker point indicator is placed on the data point as
determined by the marker formula. Each marker has a Marker Symbol; a
letter or letters used to identify the marker. Markers only appear on the active
specimen curve.
Using TestWorks 4
Review Graph
A markers Symbol and its color are determined by its Formula and can be
changed if you have the ability to edit Formulas.
Some markers are movable. If a marker is movable you can override its
formula calculation and place anywhere you wish along the data curve. To
move a marker, you must first position the crosshair where you want to place
the marker. Next, type the letter corresponding to the Marker Symbol or the
first letter of the Marker Symbol. The marker will jump to the new position.
When you move a marker, TestWorks 4 automatically updates all results that
are associated with the marker. If you recalculate the specimen, or sample,
the marker will jump back to its calculated position (unless the marker
formula is set to Never Recalculate). Whether or not a marker is movable is
determined by the marker formula. In order to move markers you must have
permission to edit specimens. (This is a flag in your user profile set by your
supervisor).
Line objects
Line Objects can be placed on the Review Graph to indicate important lines
such as the Modulus line. Line Objects are always based on the active
specimen. Line objects are defined on the Review Graph Setup Dialog. For
more information on the Review Graph Setup Dialog, refer to Review
Graph Setup on page 163. You must have permission to change the user
Text annotations
Text annotations are short bits of text that can be placed on the Review
Graph. You can use a text annotation to display some important information
about a specimen or sample. To add a text annotation, right- click on the
Review Graph and select Add from the pop up menu. When the fly out menu
appears, select Text. A simple dialog will now appear. Type in the text you
want and click OK. The text will appear on the Review Graph.
You can move the text by clicking on it and while holding the mouse button
down dragging it to the desired location. The text color will always be the
same as the foreground color of the graph. You can edit the text in the text
annotation by right-clicking on the text annotation and selecting Edit from
the pop up menu. The same simple dialog will appear again. Change the text
and click OK. The text in the text annotation will update to reflect your
changes. You can delete a text annotation by right-clicking on the text
annotation and selecting Delete from the pop up menu. You do not need any
special permissions to work with text annotations
Using TestWorks 4
Reviewing Data
143
Review Graph
Arrow annotations
Arrow annotations combine a text annotation and an arrow. Arrow

annotations can be used to point out important features on the Review
Graph. To add an arrow annotation, right-click on the Review Graph and
select Add from the pop up menu. When the fly out menu appears, select
Arrow. A simple dialog will now appear. Type in the text you want. Next,
click on the Arrow Line Style button to change the characteristics of the
arrow. You can choose the line thickness, the line style (solid, dashed, etc.)
and the line color. Click OK and the arrow annotation will appear on the
Review Graph.
You can move the text by clicking on it and while holding the mouse button
down dragging it to the desired location. If you click on the text portion of
the arrow annotation, you will only move the location of the text in relation
to the position of the arrowhead. If you click on the arrow portion, you will
move the entire arrow annotation.
The text color will always be the same as the foreground color of the graph.
You can edit the text in the text annotation by right-clicking on the text
annotation and selecting Edit from the pop up menu. The same simple dialog
will appear again. You can change the text as well as the line thickness, style,
and color. The text color will always be the same as the foreground color of
the graph. Click OK to update the arrow annotation to reflect your changes.
You can delete an arrow annotation by right- clicking on the arrow
annotation and selecting Delete from the pop up menu. You do not need any
special permissions to work with arrow annotations.
144
Reviewing Data
Using TestWorks 4
Review Graph
Zooming
You can easily zoom in areas of the graph that are of interest to you. Perhaps
the current scale of the graph makes it difficult to see an area where there are
small but important fluctuations. You can zoom in and make that area appear
larger.
To zoom, simply click on an area of the graph that is not an object of some
kind - like a text annotation. While holding the mouse button down, drag the
mouse. You will see a rectangular box form and size itself with the
movement of the mouse. Drag the mouse so that the box encloses the area
you wish to zoom in on. When you let go of the mouse button the area inside
the box will expand to fill the entire graph. The smaller the box is drawn, the
greater the amount the zoom will be. Once you have zoomed in on an area
you can repeat the zoom procedure to zoom in even more.
To cancel the zoom and return the graph to its original scale, right-click on
the Review Graph and choose Reset from the pop up window.
No data available
Using TestWorks 4
If you see the words No Data Available on the Review Graph in place of the
graph and data curves, this means that none of the specimens selected for
display on the review graph, including the active specimen, have raw data
associated with them. The raw data for these specimens was either deleted or
was not saved. If you opened a previously saved sample and get this message
on the Review Graph then the raw data was probably not saved. Whether or
not no raw data is saved is controlled by a check box on the Miscellaneous
Configuration Item.
Reviewing Data
145
Review Graph
Right-click menu
When you right-click on the Review Graph, a menu will pop up that gives
you a variety of options for configuring the Review Graph. Let's take a
closer look at each of these options.
.
Example of the Review
Graph right-click menu.
Reset
Crosshair
146
Reviewing Data
This is a useful command to remember. The Reset command restores the

graph to its original scale after you have zoomed in to an area. Because
zooming is so easy, it is possible to zoom in on an area by mistake. The
Reset command will put you back to your original position. If the graph
suddenly looks different from what you expect, try the Reset command to
get you back to your original position.
This command will show or hide the crosshair. If the crosshair is currently
showing, a check will appear next to this menu item and this command will
hide the crosshair. If the crosshair is currently hidden, a check will not
appear next to this menu item and this command will show the crosshair.
Using TestWorks 4
Review Graph
Tracking
When tracking is enabled, the crosshair will follow the mouse along the
specimen curve, and the crosshair position indicator (located in the status bar
at the bottom left of the TestWorks 4 window) will update automatically to
reflect the current position of the crosshairs. Also, if the Results/Inputs Panel
is set to show raw channel data, the data displayed in the Results/Inputs
Panel will update automatically to show the values of the channels at the
current crosshair position. If tracking is disabled the crosshair will not move
with the mouse and the values in the crosshair position indicator and the raw
channel data will not be updated. Tracking only works for the active
specimen curve.
If tracking is currently enabled, a check will appear next to this menu item,
and this command will disable tracking. If tracking is currently disabled, a
check will not appear next to this menu item, and this command will enable
tracking.
Add
This command allows you to add a text annotation or arrow annotation.

When you select this menu item a fly out menu will appear. To add a text
annotation, choose Text from this fly out menu. To add an arrow annotation,
select Arrow from the fly out menu. For more information on text
annotations refer to the previous section titled Text Annotations. For more
information on arrow annotations refer to the previous section titled Arrow
Annotations.
Zoom
This command causes the Review Graph to automatically zoom to a

previously defined Zoom object. These zoom objects use one or two markers
to define an area to zoom into. For example, the Tensile Master contains a
zoom object named Zoom To Modulus which allows you to zoom in on
the area of the graph between the two markers that define the Modulus line.
When you select this menu item a fly out menu will appear. This menu will
list all the previously defined zoom objects. To zoom, select the zoom object
you wish to use from this menu. TestWorks 4 will zoom the Review Graph to
the area defined by the zoom object.
Zoom objects are defined on the Review Graph Setup Dialog. For more
information on the Review Graph Setup Dialog refer to the section titled
Review Graph Setup. You must have permission to change the user
Using TestWorks 4
Reviewing Data
147
Review Graph
Gridlines
This command will show or hide gridlines on the Review Graph. If the
gridlines are currently showing, a check will appear next to this menu item
and this command will hide the gridlines. If the gridlines are currently
hidden, a check will not appear next to this menu item and this command
will show the gridlines
.
Example of a graph with gridlines
Line Display
By default, when the data curves are plotted, you do not see the individual
data points. You just see the line connecting the points. That can be changed,
however, with this command. You can use this command to display the data
points on the line, the data points only or the line only (default).
When you select the Line Display item, a fly out menu appears which
contains your three choices. The Lines Only option shows only the lines
connecting the points and hides the individual points. The Lines and
Points option shows both the individual points and the lines that connect the
points. The Points Only option shows only the individual points with no
lines connecting them. The current line display type is indicated by a check
next to the choice. Usually you will not want to show the individual data
points because at typical data collection rates, there will be so many points,
you will not be able to distinguish the individual points.
148
Reviewing Data
Using TestWorks 4
Review Graph
Lines Only Example
Lines and Points Example
Points Only Example
Legend
This command will show or hide the legend. If the legend is currently
showing, a check will appear next to this menu item, and this command will
hide the legend. If the legend is currently hidden, a check will not appear
next to this menu item and this command will show the legend.
Truncate Data
This command allows you to delete a portion of the specimen data. To

truncate data, first place the crosshair where you want the truncation to
occur. Then right-click and select this menu item. If you have not yet
truncated any data for this specimen, the fly out menu that appears should
have only one option, At Crosshair. When you select this option, all
specimen data after the crosshair will be deleted. You can also truncate data
by placing the crosshair where you want the truncation to occur and pressing
the Ctrl/F key combination. Please note that in order for this command to be
available to you, you must have permission to truncate data. (This is a flag in
your user profile set by your supervisor.)
After you have truncated data from a specimen, other options become
available to you on the fly out menu. You can restore truncated data by rightclicking, selecting Truncate Data, and then selecting Restore from the fly out
menu. The truncated data will be added back to the specimen. You can also
restore data by pressing the Shift-F key combination.
Using TestWorks 4
Reviewing Data
149
Review Graph
If you have permission to truncate data permanently (another flag in your

user profile set by your supervisor), then you will have the option of making
a data truncation permanent so that the data cannot be restored. After you
have truncated the data, right-click and select Truncate Data. Then select
Make Permanent from the fly out menu. You will no longer be able to restore
the truncated data.
150
Y-Axis Channel
This command allows you to set the channel to be used on the Y-Axis
(vertical axis) of the Review Graph. When you select this menu item a fly
out menu will appear that lists all the channels and per point formulas
available for you to use. The current channel will have a check next to it.
Select the channel or per point formula you want from this list and the graph
will be updated to reflect your change. You must have permission to change
the user interface for this command to be available to you.
Y-Axis Units
This command allows you to choose the units that will be used on the
Y-Axis (vertical axis) of the Review Graph. When you select this menu item,
a fly out menu will appear that lists all the units belonging to the unit class of
the Y-Axis channel. For example, if the Y-Axis channel is Load, you will
have units like pounds, kilograms, and Newtons available to you. The
current unit will have a check next to it. Select the unit you want from the list
and the graph will be updated to reflect your change. You must have
permission to change the user interface for this command to be available to
you.
X-Axis Channel
This command allows you to set the channel to be used on the X-Axis
(vertical axis) of the Review Graph. When you select this menu item, a fly
out menu will appear that lists all the channels and per point formulas
available for you to use. The current channel will have a check next to it.
Select the channel or per point formula you want from this list and the graph
will be updated to reflect your change. You must have permission to change
the user interface for this command to be available to you.
X-Axis Units
This command allows you to choose the units that will be used on the XAxis (vertical axis) of the Review Graph. When you select this menu item, a
fly out menu will appear that lists all the units belonging to the unit class of
the X-Axis channel. For example, if the X-Axis channel is Extension, you
will have units like inches, centimeters, and millimeters available to you.
The current unit will have a check next to it. Select the unit you want from
the list and the graph will be updated to reflect your change. You must have
permission to change the user interface for this command to be available to
you.
Reviewing Data
Using TestWorks 4
Review Graph
Properties
This command opens the Review Graph Setup Dialog which provides more
comprehensive setup options for the Review Graph. For more information
on the Review Graph Setup Dialog, refer to Review Graph Setup on page
163. You must have permission to change the user interface in order to
access the Review Graph Setup Dialog.
Print
This command will print out a copy of the Review Graph image. Usually the
graph will be set up to print a black and white version of the graph (black
foreground on white background). This is convenient because many office
printers are still black and white. This option can be changed via the Review
Graph Setup Dialog. For more information on the Review Graph Setup
Dialog, refer to Review Graph Setup on page 163. You must have
permission to change the user interface in order to access the Review Graph
Setup Dialog.
Copy to Clipboard
This command will create a bitmap image of the Review Graph and place it
on the clipboard. You can then paste the image into other programs such as
Microsoft Word or Microsoft Paint.
Save Image
Switch
Using TestWorks 4
This command will create a bitmap image of the Review Graph and save it
in a Windows Bitmap (.bmp) file. When you select this option you will be
presented with a standard Windows save dialog where you can choose a
name and a location for your file. The saved file can be opened in most
image editing programs.
Switch allows toggling between graph and table.
Reviewing Data
151
Results/Inputs Panel
The Results/Inputs Panel is used to display data from your test. By default, it
displays the values of formulas and inputs that are designated as results.
However, you can also set this panel to display all of the required inputs, all
of the inputs that can be edited after the test, and even the raw channel data.
Here is an example of what the Results/Inputs Panel might look like.
This example shows the Results/Inputs Panel in Results mode. That means it
is displaying the Formulas and Inputs that are designated as results.
Column Header
The result is an editable post-test example.
Column headers /
sorting
152
Reviewing Data
As you can see from the example, this panel is a table divided into columns.
Each column has a column header that identifies the contents of that column.
The column headers are also used for sorting the data. If you click on a
column header with the mouse, the data in the table will be sorted by the
values in that column. The sort is in ascending order by either numerical or
alphabetical order. Click on the column header a second time to sort in
reverse order.
Using TestWorks 4
The example shows the data sorted by Result name. However, you could sort
the data by the Value column by clicking on the Value column header. When
you do this, the Thickness result will move to the first row because it has the
lowest numerical value. Width will be next, followed by Peak Stress and so
on, until finally, Peak Load. Click on the Value column header again to sort
in reverse order which would put Peak Load first and Thickness last.
Another feature you can use the column headers for is to change the widths
on the columns in the table. When you move the mouse pointer over the line
between two column headers the mouse pointer will change shape to a figure
with arrows on each side. At this point, you can click the mouse button and
while holding the mouse button down, drag the line to the location you
desire. When you let go of the mouse button, the column to the left of the
line will snap to the new column size.
Post-test editable
inputs
Some inputs are set up as editable post-test inputs. This means that the value
of the input can be changed after the test is run. Inputs that are editable posttest are indicated by a small pencil icon beside the input name. To edit one of
these inputs, click on the value in the Value column for that input. The field
will change into an editable field and you will be able to type in the new
value. When you have finished typing the new value, press the enter key or
click somewhere else on the table. Any calculations that depend on the value
of this input will be recalculated automatically.
**** Values
Occasionally, you might see a result value that consists of four asterisks
(****) rather then a number. This means that there is no data for that value.
This will be the case if a formula has not been or cannot be calculated. For
example, if a test is aborted before the specimen breaks, then the Strain at
Break result will display as **** because if there is no break then there can
be no value for Strain at Break. If you are looking at a preallocated
specimen, then all result formulas will display as **** because there is no
data to produce the calculation. In this case, inputs will usually display their
default values.
Right-click menu
Right-clicking on the Results/Inputs Panel will produce a pop up menu that

will allow you to perform several activities such as editing formulas and
inputs or changing what is displayed on the panel. Let's take a closer look at
each of the available options.
Using TestWorks 4
Reviewing Data
153
Example of the Results/Inputs

panel right-click menu
Edit
If you right-click on a variable (formula, input, or channel) this command

will be enabled. When you select this command, a setup dialog for that
variable will pop up. This dialog allows you to configure various aspects of
the variable such as whether or not the variable should be listed as a result or
the units used for this variable. The actual options that will be available for
you to configure will depend upon your user level. For more information
about configuring variables, refer to the section on Editing Variables.
Inputs Result Order
This command brings up the Results Order Dialog which allows you to
define the report order for inputs. The report order is the order in which
inputs will print out on a report going from lowest to highest order. For more
information on the Results Order Dialog refer to Results Order Setup on
page 161.
Formulas Result Order
154
Reviewing Data
This command brings up the Results Order Dialog which allows you to
define the report order for formulas. The report order is the order in which
formulas will print out on a report going from lowest to highest order. For
more information on the Results Order Dialog, refer to Results Order
Setup on page 161.
Using TestWorks 4
Display Modes
The last five items on the right-click menu control what the Results/Inputs
Panel displays. By default, the Results/Inputs Panel is in Results mode
which means that it displays the Formulas and Inputs that are designated as
results. You can change what the Results/Inputs Panel displays by selecting
the display mode you want from the right-click menu. The right-click menu
will show a check next to the current mode. There are five different display
modes to choose from.
Results
The Results mode displays the Formulas and Inputs that are
designated as results. This is the default mode.
Raw Channel Data

This mode displays the raw data from each channel for the active
specimen. The value displayed for each channel corresponds to the
data point marked by the Review Graph crosshair. If tracking is
turned on for the Review Graph, the values displayed for each
channel will update automatically as the crosshair is moved.
Required Inputs
This mode displays only the inputs that are designated by the input
setup as being required inputs. Required inputs require the user to
enter a value for the input prior to running a specimen rather that
using the inputs default value.
Inputs Editable Post-Test

This mode displays only the inputs that can be edited after the test
run.
Inputs for Preallocated Specimen

This mode displays all of the inputs for a preallocated specimen as
editable inputs. This display mode option is only enabled if you
right-click on a preallocated specimen.
Switch
Using TestWorks 4
Switch allows toggling between graph and table.
Reviewing Data
155
Statistics Table
Statistics Table
The Statistics Table displays the results for each specimen in the sample as
well as certain statistical data such as average and standard deviation based
on these results. Below is an example of what the statistics table might look
like.
Input Editable
Post-Test
Legend
Specimen
Results
Result Statistics
Column Header
Movable Sash
The Statistics Table is broken down into three main areas - the Specimen
Results area, the Result Statistics area, and the Legend - which is divided
into two parts. The sashes between these areas are movable and allow you to
resize the areas. Let's take a look at the various parts of the Statistics Table.
156
Specimen results
This area displays the result values for each specimen. These results are
Formulas and Inputs that are designated as results in their configuration. The
results form the columns while the individual specimens form the rows.
Result statistics
This area displays statistical calculations (such as average and standard

deviation) based on the result values. The statistics for a particular result
appear in the same column as the specimen values for that result. You can
choose which statistical calculations appear in this area. For information on
how proceed, refer to Statistics Table on page 156.
Reviewing Data
Using TestWorks 4
Statistics Table
Legend
The top part of the legend lists all the specimens in the sample. Each
specimen listing corresponds to a row in the Specimen Results area. Each
specimen listing contains a specimen icon identical to the specimen icons
found in the Graph Legend panel of the Review Page. For more information
on these specimen icons refer to the Specimen Icons section under Graph
Legend.
The bottom part of the legend lists the statistical calculations selected to
appear on the Statistics Table. Each statistical calculation listing corresponds
to a row in the Result Statistics area.
Column headers
The column headers specify which results appear in which columns. Unlike
those on the Results/Inputs panel, these column headers are not used for
sorting, so you cannot click on a column header to sort the specimen results.
This area is not user sortable. You can, however, use the column headers to
resize the column widths. Just like with the Results/Inputs panel, you can
resize a column by clicking on the line between columns and dragging it to a
new location.
Post-test editable
inputs
Some inputs are editable post-test inputs. This means that the value of the
input can be changed after the test is run. Inputs that are editable post-test are
indicated by a small pencil icon beside the result name in the column header.
To edit one of these inputs, click on the value you wish to change. The field
will change into an editable field and you will be able to type in the new
value. When you have finished typing the new value, press the enter key or
click somewhere else on the table. Any calculations that depend on the value
of this input will be recalculated automatically.
**** Values
Occasionally, you might see a result value that consists of four asterisks
(****) rather then a number. This means that there is no data for that value.
This will be the case if a formula has not been or cannot be calculated. For
example, if you have a standard deviation displayed in the Result Statistics
area and have only one specimen in the sample, **** will be displayed for
all standard deviation values because you must have at least two specimens
to calculate standard deviation.
Selecting statistics
You can choose which statistical calculations appear in the Result Statistics
area of the Statistics Table. To do this, click in the Configure menu and
choose Statistics or right-click on the Result Statistics area and choose
Configure Statistics from the pop up menu. (This is the only item in the pop
up menu.) Either way, you will be presented with the Statistics Selection
Dialog as displayed on the following page.
Using TestWorks 4
Reviewing Data
157
Statistics Table
The list box on the left contains all the statistical calculations that are
available to you while the list box on the right contains all the statistical
calculations that you have chosen to appear in the statistics table. To add a
statistic to the table, click on that statistic in the left list box to highlight it
and click the Add > button. The selected statistic will be moved to the right
side list box. The ">>" button will add all statistics to the right side list box.
To Remove a statistic from the table, click on that statistic in the right side
list box and click the < Remove button. The statistic will be moved from the
right side list box back to the left side. The << button removes all statistics
from the right side list box.
The order in which the statistics are listed in the right side list box is the
same order in which they will appear on the statistics table. You can,
however, change this order. To move the position of a statistic in the list,
click on that statistic to highlight it and use the up and down arrow buttons
on the right side to move the statistic up or down in the list.
Once you are satisfied with the selected statistics and their order, click the
OK button to close this dialog and update the statistics table with your
choices. Clicking the Cancel button will close this dialog without updating
the statistics table.
158
Reviewing Data
Using TestWorks 4
Sample Properties Dialog

The Sample Properties dialog allows the user to see the traceability
information for a sample and its specimens. The traceability of an sample
or specimen is a time stamp that contains the date, time, customer name,
system and site numbers, user name, and software version under which a
sample or specimen was either created or modified. To view this dialog,
right-click on a specimen entry in the Graph Legend panel and select
Properties from the pop up menu. An example of the dialog is shown below.
The dialog has two tabs labeled Sample and Specimens. The Sample tab
allows the user to view the time stamps for the currently loaded sample. The
Specimens tab allows the user to view the time stamps for all specimens
within the currently loaded sample. To switch between tabs, simply click on
the name of the tab. The Specimen tab is shown on the preceding page. The
Sample tab looks identical to the Specimen tab except that it does not have
the Select Specimen combo box and arrow buttons. When the dialog initially
opens, it shows specimen information for the specimen that you rightclicked on.
Using TestWorks 4
Reviewing Data
159
You can change the specimen being viewed by selecting a specimen number
from the Select Specimen combo box. You can also change the specimen by
clicking on one of the arrow buttons just below the Select Specimen combo
box. Clicking the left arrow will take you to the previous specimen, while
clicking the right arrow will take you to the next specimen.
You can change the type of information being shown by using the option
buttons in the Mode group. The data is viewed in the list box on the righthand side of the dialog. For a sample, the General mode reports the amount
of computer memory used by the numeric data stored in all specimens of the
sample. The number reported is in either MB (megabytes) of kB (kilobytes).
For a specimen, the General mode reports the amount of computer memory
consumed by the specimens numeric data and the number of data points
stored per channel in that particular specimen. The Creation mode reports
the time stamp information for when the sample or specimen was created.
This time stamp information includes Customer Name, Site Number, System
Number, User Name, TestWorks 4 Version, Date and Time. The
Modification mode reports the time stamp information for when the sample
or specimen was last modified. The Import mode reports the time stamp
information for when the specimen was imported into the current sample.
Import mode information is only available for specimens that have been
imported into the current sample and is not available at the sample level.
The Print button will print a report of all the time stamp information for both
the specimens and the sample. To display the report in a text editor instead of
printing it, hold the Shift key down while clicking the Print button. Click the
OK button.
160
Reviewing Data
Using TestWorks 4
Results Order Setup
Results Order Setup

The report order for Inputs or Formulas determines the order in which the
Inputs or Formulas will print out on a report. This report order can be
changed with the Results Order Dialog. An easy way to get to this dialog is
to right-click on a result in the Results/Inputs Panel. From the pop up menu,
choose Inputs Result Order to change the result order for Inputs or Formulas
Result Order to change the result order for Formulas. The same dialog is
used for both Inputs and Formulas. An example of the Results Order Dialog
is shown below.
The Available list (the list box on the left) contains all the formulas or inputs
that are currently available to you. The Results list contains those formulas
or inputs that are defined as results. By moving a formula or input from the
Available list to the Results list, the formula or input is made a result. When
a formula or input is moved from the Results list to the Available list, the
formula or input is no longer a result.
Using TestWorks 4
Reviewing Data
161
Results Order Setup
To add a formula or input to the Results list, click on the formula or input in
the Available list. To highlight it, click the Add > button. The selected
formula or input will be moved to the Results list. The >> button will add all
formulas or inputs to the Results list. To remove a formula or input from the
Results list, click on that formula or input in the Results list and click the <
Remove button. The formula or input will be moved from Results list back
to the Available list. The << button removes all formulas or inputs from the
Results list.
The order the formulas or inputs appear in the Results list determines the
result order. You can change the result order with the up and down arrow
buttons to the right of the Results list. To move a result in the order click on
the result in the Results list to highlight it. Use the up arrow button to move
the result up in the list and the down arrow button to move the result down in
the list.
Once you are satisfied with the result order, press the OK button to close this
dialog and make the changes active.
Note
162
Reviewing Data
When you are editing the result order for Formulas and the OK
button is selected, you will be prompted as to whether each formula
removed from the Results list should remain calculated. Answering
No to this question will cause that formula to be inactive and could
result in method validation errors. Be careful when choosing to
deactivate a formula. Clicking the Cancel button will close this dialog
without updating the report order.
Using TestWorks 4
Review Graph Setup
Review Graph Setup

Most of the details of the Review Graph configuration are handled by The
Review Graph Setup Dialog. To open the Review Graph Setup Dialog, you
can right-click on the Review Graph and select Properties from the pop up
menu, or you can click on the Configure menu and select Review Graph.
You must have permission to change the user interface (a flag in your user
profile set by your supervisor) to be able to access the Review Graph Setup
Dialog.
The Review Graph Setup Dialog is divided into five pages, each of which
handles a different aspect of the configuration of the Review Graph. The
Scaling page deals with the setup of the graph axes and the scales of the
axes. The Appearance page handles general aspects of the graph's
appearance, while the Styles page handles the line styles and colors of the
data curves. The Lines page is used to setup line objects and the Zoom To
Regions page is used to setup zoom regions.
You can switch from page to page by clicking on the tab at the top of the
dialog that corresponds to the page you want. When you have finished
configuring all the items you want on each page, click on the OK button to
close the dialog and put your changes into effect. You can Click on the
Cancel button at any time to close the dialog and abandon any changes you
have made. Let's look at each page in more detail.
Using TestWorks 4
Reviewing Data
163
Review Graph Setup
Scaling page
Channel Selection
164
Reviewing Data
The Scaling page is used to setup the graph axes and the scales of the axes.
Below is an example of the scaling page.
To select a channel (or per point formula) to use for an axis, go to the combo
box directly beneath the axis name (Y-Axis or X-Axis) and select the
channel you want from the list. When you select a channel, the units combo
box (directly below the channel selection combo box) will update itself to
display the default unit from the unit class used by the channel you just
selected. For instance, if you selected the Load channel, the unit pounds
force (lbf.) will appear (if you are using English units). You can now choose
the unit you desire from the units combo box. The combo box will only list
units that belong to the unit class used by the channel you selected.
Using TestWorks 4
Review Graph Setup
Setting the Axis Scale
Having the proper scale for you axes is important for the graph to be sized
properly. If the scale is too large the data curves will be too small to
distinguish details. Likewise, if the scale is too small, the data curves will
not fit on the graph. TestWorks 4 allows you to set the scale of an axis by
specifying the maximum and minimum values for that axis.
The easiest way to determine the best scale for an axis is to let TestWorks 4
do it for you. Near each end (max and min) of each axis on the example
graph you will find a check box labeled Auto. If this box is checked,
TestWorks 4 will automatically set the scale for that end (max or min) of the
axis to produce a proportionally sized graph. The scale value (max and/or
min) will change depending on the data plotted in the data curves.
You can set the scale values manually to fixed values. To do this, uncheck
the Auto check box at the place you want to set the scale. The edit box next
to the Auto check box will become enabled. Enter the scale value you want
in this edit box. For example, if you are plotting Load in pounds force on the
Y-Axis, you could set the minimum scale value for the Y-Axis to 0 and the
maximum scale value for the Y-Axis to 5000. In this case, your Y-Axis will
be fixed at a range of 0 lbf. to 5000 lbf.
Multiple Channels
It is possible to plot more than one channel along a single axis. All channels
you plot on a single axis must use the same unit class. For example, you can
plot two channels that measure a force on the same axis but not a channel
that measures force and one that measures distance.
To plot multiple channels on the same axis, first select one of the channels
you want just like you normally would. Then select the channel selection
combo box for the axis you wish to use. Select the unit you want from the
units combo box. Place a check in the Multiple Channels check box. This
will cause the Select button just below the check box to be enabled. It will
also cause the Multiple Channels check box for the other axis to become
disabled. You can only use one axis for plotting multiple channels.
Press the Select button to bring up a dialog for selecting the channels you
prefer.
Using TestWorks 4
Reviewing Data
165
Review Graph Setup
The channels (and per point formulas) available to you will be in the
Available list box on the left side of the dialog. The channels selected for
display will appear in the Selected list box on the right. Click on a channel in
the Available list box and click the Add > button to move it to the Selected
list box. The >> button will move all the available channels to the Selected
list box. To remove a channel from the Selected list box, click on that
channel and click the < Remove button. The << button will remove all
channels from the Selected list box. Once you have all the channels you want
to display in the Selected list box, click OK.
166
Reviewing Data
Using TestWorks 4
Review Graph Setup
When multiple channels are plotted on a single axis on the Review Graph,
multiple data curves for a specimen will be present on the graph. Each
channel plots one of the multiple channels versus the channel on the other
axis. The legend will contain entries for each data curve. The text in each
legend entry will consist of the specimen number and the name of the
channel. The channel you selected first is considered the active channel. The
data curve for this channel is indicated by brackets around the legend entry
and has all the properties of the active specimen curve. An example of a
Review Graph with multiple channels plotted on the same axis is shown
below.
Using TestWorks 4
Reviewing Data
167
Review Graph Setup
Appearance page
The Appearance page is used to setup general aspects of the graph's

appearance. Below is an example of the appearance page.
When you change some of the items on this page, the example graph in
upper right-hand corner will update to show you the effect your change will
have. Let's look at each of the items on this page in more detail.
168
Reviewing Data
Using TestWorks 4
Review Graph Setup
Legend
The Legend check box controls whether or not the legend is displayed on the
Review Graph. Place a check in the check box to display the legend or
uncheck the check box to hide the legend. If you choose to display the
legend then you can choose at what location the legend should appear and
whether or not the legend should have a border. Select a location from the
Location Combo box. You can choose Right, Bottom-Right, Bottom,
Bottom-Left, Left, Top-Left, Top, or Top-Right. Place a check in the Border
check box to have a border drawn around the legend. Leave the box
unchecked to omit a border around the legend.
Example of a legend with a border at the Bottom position.
Using TestWorks 4
Reviewing Data
169
Review Graph Setup
Multiple Specimen
Curve Offsets
170
Reviewing Data
Sometimes when you are showing several specimens on the Review Graph,
the data curves can overlap each other making it difficult to pick out the
individual curves. TestWorks 4 allows you to offset the data curves from one
another by a value that you specify. To specify an offset value, simply enter
the value in either the Y-Offset (vertical) edit box or the X-Offset
(horizontal) edit box. Notice that the units displayed for an offset are the
same units used by the channel for that axis. The value you enter will be in
those units. When the data curves are plotted, each subsequent curve will be
offset by the amount you entered. To specify no offset for an axis, enter 0 in
the offset edit box. The following example shows data curves offset by 0.5
inches in the X-direction with no offset in the
Y-direction.
Using TestWorks 4
Review Graph Setup
Logarithmic
Using TestWorks 4
Checking one of the check boxes in the Logarithmic group will cause the
graph to display the X-Axis or Y-Axis on a logarithmic scale. The following
example shows a graph with the X-Axis on a logarithmic scale and the YAxis on a normal scale.
Reviewing Data
171
Review Graph Setup
Foreground Color
The foreground color of the Review Graph is the color used for axes of the
graph as well as the numbering along the axes and the axis titles. The
foreground color is also the color used for text annotations and the text in
arrow annotations. The text in the legend and the legend border (if there is
one) also use the foreground color. To change the foreground color, click the
Foreground Color button. You will be presented with a standard color
selection dialog. Simply click on the color you want and click OK. The
example graph will automatically update to give you a preview of the effect
of your change. The option to define custom colors will not be available.
You must choose one of the predefined colors.
TIP Sometimes it can be difficult to distinguish between the colors. It is
often helpful to know that true black is the bottom left corner and true white
is the bottom right color.
True Black
True White
Standard Selection Color Dialog
172
Reviewing Data
Using TestWorks 4
Review Graph Setup
Background Color
The background color of the graph can also be changed. To do this, click the
Background Color button. You will be presented with the same Standard
Color Selection Dialog used to set the foreground color. Click on your color
choice and click OK. The example graph will automatically update to give
you a preview of the effect of your change. Again, the option to define
custom colors will not be available. You must choose one of the predefined
colors.
When you click the OK button of the Review Graph Setup Dialog,
TestWorks 4 checks the graph background color against the colors used for
the data curves as defined on the Styles page. If the background color
matches any of the data curve colors, you would not be able to see that data
curve on the graph. If this happens, TestWorks 4 will not close the Review
Graph Setup Dialog. Instead, it will display the Styles page and prompt you
to change the data curve color that matches the background color.
Show X and Y Axis Gridlines
This option allows you to show or hide the gridlines on the Review Graph.
Place a check in the check box to show the gridlines or leave it unchecked to
hide the gridlines.
Example of a graph with gridlines
Using TestWorks 4
Reviewing Data
173
Review Graph Setup
Printing in Black and

White
Because many office printers still print black ink, some color combinations
do not look good when printed out on a black and white printer. TestWorks 4
gives you the option of printing the Review Graph in a black and white
format designed to work with black and white printers.
If you have this option checked when you print the Review Graph,
TestWorks 4 will use black for the foreground color and data curves and
white for the background color. This produces better printouts on a black and
white printer than the black background and light color foreground that are
often used for displaying the Review Graph on the screen.
If you use a color printer and want your graph to print out in color, leave this
check box unchecked.
Show All Curves After

Test Complete
174
Reviewing Data
If you place a check in this check box, TestWorks 4 will automatically select
every specimen for display on the Review Graph after a test is completed.
This way you can instantly compare the test you just ran with the previous
tests in the sample. Leave this box unchecked if you wish to show only the
specimen that was just run when testing is complete.
Using TestWorks 4
Review Graph Setup
Styles page
Using TestWorks 4
The Styles Page lets you setup the line styles and colors used for the data
curves. Below is an example of the Styles Page.
Reviewing Data
175
Review Graph Setup
Colors
The left side of this dialog deals primarily with the line colors. The large
Color list box displays the colors that will be used to display the data
curves. The Change line color for each combo box below allows you to
select when the line color changes. For example, this combo box is often set
to Specimen, which will cause the line color to vary from specimen to
specimen. Therefore, if the color list is set up as in the example displayed on
your computer monitor, the first specimen will have a blue data curve. The
second specimen will have a green data curve. The third specimen will have
a cyan data curve; the fourth a red data curve and so on. Once all the colors
in the color list have been displayed, the list will repeat from the top.
Because there are sixteen colors in this list the seventeenth specimen will
displayed in the first color, blue.
Other options in the Change line color for each combo box include
Channel and None. The Channel option will change the line color
every channel. This is useful for when you are plotting multiple channels on
a single axis. Each channel will have a different color. However, the colors
will not change from specimen to specimen. With the None option, the
data curve colors will not change at all. Only one color, the first color in the
color list, will be used for all specimens.
If you are running a multicycle method, a new option will be added to the
Change line color for each combo box. The Cycle option will cause the
line color to vary from cycle to cycle.
The list of colors can be modified to fit your needs. You can add colors to the
list, delete colors from the list, and modify colors already in the list. When
you right-click on a color in the Color list box, you get the following pop
up menu, which lists several commands available to you for modifying the
color list.
176
Reviewing Data
Using TestWorks 4
Review Graph Setup
Let's look at each item on this menu.
Add
This command will add another color entry to the color list. When
you select this menu item, you will be presented with the same
Standard Color Selection Dialog used to set the graph foreground
color. Select the color you want for the new color entry and click
OK. A new color entry containing the color you just selected will
be inserted into the color list immediately below the color that was
right-clicked on.
Edit
This command will change a color entry in the color list to a color
you select. When you choose this menu item, you will be
presented with the same Standard Color Selection Dialog used to
set the graph foreground color. Select the color you want and click
OK. The color that you right-clicked on will be changed to the new
color you have chosen.
Cut
This command will delete a color from the color list and put it on
the clipboard. The deleted color is available for pasting into
another location in the list. You can use this command for deleting
individual colors from the color list.
Copy
This command copies the selected color to the clipboard. The
copied color is available for pasting into another location in the
list.
Paste
If a color has been cut or copied to the clipboard, then you can use
this command to insert the color on the clipboard into the color
list. The color is inserted directly below the color that you rightclicked on before choosing this command.
Clear
Be careful with this command. It will delete all the colors in the
color list!
Using TestWorks 4
Reviewing Data
177
Review Graph Setup
Line Styles
The right side of the Styles Page is primarily devoted to line styles. The line
styles work the same way the colors work. There is a Styles list box that
displays the line styles that will be used for the data curves. The Change
line style for each combo box just below allows you to select when the line
style changes. For example, this combo box is often set to Specimen,
which will cause the line style to vary from specimen to specimen.
Therefore, if the line styles list is set up as in the example shown, the first
specimen curve will have a solid line. The second specimen will have a
dashed line. The third specimen will have dotted line, and the fourth will
have a line style with the dash-dot pattern. Once all the line styles in the line
style list have been displayed, the list will repeat from the top. Because there
are four line styles in this list the fifth specimen will displayed with the first
line style; solid.
Other options in the Change line style for each combo box include
Channel and None. The Channel option will change the line style
every channel. This is useful for when you are plotting multiple
channels on a single axis. Each channel will have a different line style.
However, the line styles will not change from specimen to specimen.
With the None option, the data curve line styles will not change at all.
Only one style, the first style in the line styles list, will be used for all
specimens.
If you are running a multicycle method, a new option will be added to the
Change line color for each combo box. The Cycle option will cause the
line style to vary from cycle to cycle.
The list of line styles can be modified to fit your needs. You can add styles to
the list, delete styles from the list and modify styles already in the list. When
you right-click on a line style in the Styles list box, you get the following
pop up menu, which lists several commands available to you for modifying
the line styles list.
178
Reviewing Data
Using TestWorks 4
Review Graph Setup
Add
This command will add another line style entry to the line style
list. When you select this menu item, a fly out menu will present
you with a list of the available line style choices. Select the line
style you want from the fly out menu. A new line style entry
containing the style you just selected will be inserted into the line
style list immediately below the line style that was right- clicked
on.
Edit
This command will change a line style entry in the line style list to
a style you select. When you choose this menu item, a fly out
menu will present you with a list of the available line style choices.
Select the line style you want from the fly out menu. The line style
that you right-clicked on will be changed to the new style you have
chosen.
Cut
This command will delete a line style from the line style list and
put it on the clipboard. The deleted style is available for pasting
into another location in the list. You can use this command for
deleting individual line styles from the line style list.
Copy
This command copies the selected line style to the clipboard. The
copied line style is available for pasting into another location in the
list.
Paste
If a line style has been cut or copied to the clipboard, then you can
use this command to insert the line style on the clipboard into the
line style list. The style is inserted directly below the line style that
you right-clicked on before choosing this command.
Clear
Be careful with this command. It will delete all the line styles in
the line style list!
Using TestWorks 4
Reviewing Data
179
Review Graph Setup
Line Display
Lines Only Example
180
Reviewing Data
By default, when the data curves are plotted, you do not see the individual
data points. You just see the line connecting the points. This can be changed,
however, using the Line Display combo box. This combo box gives you
three choices. The Lines Only option shows only the lines connecting the
points and hides the individual points. The Lines and Points option shows
both the individual points and the lines that connect the points. The Points
Only option shows only the individual points with no lines connecting
them. Usually, you will not want to show the individual data points because
at typical data collection rates, there will be so many points, you will not be
able to distinguish the individual points.
Lines and Points Example
Points Only Example
Using TestWorks 4
Review Graph Setup
Copy Changes to Real

Time Graph
The Real Time Graph uses a data curve style and color set up very much like
that of the Review Graph. Many users like to use the same line colors and
styles on the Real Time Graph that they do on the Review Graph. To make
this easier, TestWorks 4 provides the Copy Changes to Real Time Graph
button. When you click on this button, TestWorks 4 will copy the entire color
and line style lists to the Real Time Graph. The Real Time Graph will now
have color and line style lists identical to the Review Graph. The options
chosen with the Change line color for each and Change line style for
each combo boxes are also copied to the Real Time Graph.
Note
Using TestWorks 4
When you click the OK button of the Review Graph Setup Dialog,
TestWorks 4 checks the graph background color against the colors
in the color list. If the background color matches any color in the
color list, you will not be able to see a data curve with that color on
the graph. If this happens, TestWorks 4 will not close the Review
Graph Setup Dialog. Instead, it will prompt you to change the color
in the color list that matches the background color.
Reviewing Data
181
Review Graph Setup
Lines page
The Lines Page is used to set up Line Objects. Line Objects can be placed on
the Review Graph to display important lines such as the Modulus line.
Below is an example of the Lines Page.
This page is composed entirely of a list view that displays all of the currently
defined line objects. The Label column of the list view displays the name of
the line and check box, the pounds per force limit check box, and the peak
index horizontal line check box which shows the line from the peak to the y
axis. These check boxes are used to enable (show) and disable (hide) the line
objects. Place a check in any of these check boxes to have these line objects
displayed on the graph. Leave the check boxes unchecked to hide the line
objects. The Marker 1 and Marker 2 columns of the list view display the
names of the marker formulas used to define the line object.
182
Reviewing Data
Using TestWorks 4
Review Graph Setup
Lines Page Right-Click

Menu
Using TestWorks 4
To add, edit or delete line objects from the Lines Page, use the right-click
menu. When you right-click on a line object or on an empty area of the list
view, a menu like the following will pop up.
Reviewing Data
183
Review Graph Setup
Add
This menu item will add a new line object to the list of line objects.
When you select any of these items, the Line defined by two
markers, Lines defined by one marker, or Lines defined by a
value, the dialog will pop up. Set the configuration you desire for
your new line object and click OK. Your new line object will be
added to the list of line objects and will appear in the list view.
Edit
This menu item, which is only available if you right-click on a line
object, allows you to change the configuration of the line object
you right-clicked on. When you select this item, the Line defined
by two markers dialog will pop up. Make the changes you want
and click OK. The line object that you right-clicked on will be
updated with the changes you made.
Cut
This command will delete the line object that you right-clicked on
and place a copy of it on the clipboard. The deleted line object is
available for later pasting into the line objects list. You can use this
command for deleting individual line objects from the line objects
list.
Copy
This command copies the selected line object to the clipboard. The
copied line object is available for pasting into the line objects list.
Paste
If a line object has been cut or copied to the clipboard, then you
can use this command to insert the line object on the clipboard into
the line objects list.
Clear
Be careful with this command. It will delete all the line objects in
the line objects list!
184
Reviewing Data
Using TestWorks 4
Review Graph Setup
Line defined by two

markers
This example shows how the Offset Yield Line object is configured. Let's
look at the various controls on this dialog and see how they are used.
Using TestWorks 4
Reviewing Data
185
Review Graph Setup
Marker 1 and Marker 2
These combo boxes list the available marker formulas. Select a marker in the
Marker 1 combo box to use as the first point in the line and select a marker in
the Marker 2 combo box to use as the second point in the line. Notice that
the Offset Yield Line uses the Slope 1 Index (B) and Slope 2 Index (M)
markers. These are the same markers used by the Modulus Line. As a result,
the Offset Yield Line has the same slope as the Modulus Line. The
difference between the two lines is that the Offset Yield Line is offset by a
value from the Modulus line. (We will discuss offsets in more detail later).
Line Type
The Line Type combo-box is used to select how the line will be drawn
between the two points. TestWorks 4 can draw the line directly or draw it
based on a least-squares curve fit.
Offset
There are three types of offset you can choose from: No Offset, Offset by
Marker, and Offset by Value. Select the type of offset by clicking on the
option button of your choice.
No Offset
Use this option when your line is completely defined by the two
markers and you do not need any offset.
Offset by Marker
This option will run the line through a third marker. The slope of
the line does not change. It is still defined by Marker 1 and Marker
2, but the line will be offset by the distance to the third marker.
Click on the Marker combo-box to select the marker formula that
you want your line to go through.
Offset by Value
This option will offset a line (from the position defined by Marker
1 and Marker 2) in either the X direction (horizontal) or the Y
direction (vertical) or both by values that you specify. You must
specify these values with inputs or formulas. Use the
X-Offset combo-box to select the input or formula that will specify
the amount your line will be offset in the X direction. Use the YOffset combo-box to select the input or formula that will specify
the amount your line will be offset in the Y direction.
Label
186
Reviewing Data
Enter a descriptive name for your line object in the Label edit box. This is
the name displayed in the first column of the Lines Page list view.
Using TestWorks 4
Review Graph Setup
Line Style
You can use the Thickness combo box to change the thickness of the line.
The higher the number you choose, the thicker the line will be. You can use
the Style combo box to change the style of the line. You can choose between
solid, dashed, dotted or dash-dot. Note that you must choose a thickness of 1
in order to choose any line style other than solid.
To change the color of the line, click the color button. The standard color
selection dialog will appear.
Using TestWorks 4
Reviewing Data
187
Review Graph Setup
This is the same dialog used to select the foreground color of the graph.
Select the color you want and click OK.
Once you have finished making your line style selections, click OK to close
the line style dialog and update the line object. Click Cancel to close the line
style dialog and discard any changes.
When you have finished configuring your line object, click OK to close the
Line defined by two markers dialog and update the line object with your
changes. Clicking Cancel will close the Line defined by two markers
dialog and discard any changes.
Lines defined by one

marker
This dialog is used when extending a line to each axis from a particular
marker on the Review Graph. Use it to draw lines on your specimen that will
help you determine and display what the values are of a particular marker on
the Review graph. The line will only appear for the active curve in your
Review graph.
Follow these steps to specify a line on your graph:
1. Click on the Marker combo-box to select the marker formula that
identifies the point of your lines.
2. If you want to draw a vertical line from the marker to the X-axis, placed
a check on the Draw Vertical Line check box.
188
Reviewing Data
Using TestWorks 4
Review Graph Setup
3. If you want to draw a horizontal line from the marker to the Y-axis,
placed a check on the Draw Horizontal Line check box.
4. If you want to extend the lines you selected from the marker to the end
of the graph, placed a check on the Extend Line(s) check box.
5. Type a name for your line into the Label text box.
6. Click on the Line Style button to specify the line type and color for
the line.
Lines defined by a
value
This dialog is used when extending a line across the graph at a particular
value on the Review Graph. Use it to draw a line at a particular value on
your specimen. The line will only appear based on the unit class displayed
on the Review Graph match of the one you select.
Follow these steps to specify a line on your graph:
1. Type in the number in the Value edit-box to display the line at the value
you select.
2. Click on the Unit Class button to select the unit class that will identify
your line.
3. Click on the Unit combo-box to change the actual units.
4. Type a name for your line into the Label text box.
5. Click on the Line Style button to specify the line type and color for
the line.
Using TestWorks 4
Reviewing Data
189
Review Graph Setup
Zoom to regions page
The Zoom To Regions Page is used to setup zoom objects for use on the
Review Graph. These zoom objects use one or two markers to define an area
to zoom into. They can be quickly accessed from the Review Graph rightclick menu and allow you to instantly zoom into an area of interest. Below is
an example of the Zoom To Regions Page.
This page is composed entirely of a list view that lists all of the currently
defined zoom objects. The Label column of the list view displays the name
of the zoom object and an icon. The icon identifies the zoom object as either
a zoom to region, defined by two markers, or a zoom to marker, defined by a
single marker. The example shows two zoom objects. The first is a zoom to
region object, and the second is a zoom to marker object. The other two
columns of the list view display the names of the marker formulas used to
define the zoom object.
190
Reviewing Data
Using TestWorks 4
Review Graph Setup
Zoom to Region Objects
A zoom to region object uses two markers to define the boundaries of a

region to zoom into. When you add or edit a zoom to region object, you will
use the following dialog.
Use the Marker 1 combo-box to select a marker to use as the left side of your
zoom to region. Use the Marker 2 combo-box to select a marker to use as the
right side of your zoom to region. In the Label text box, type a name for the
zoom to region. This is the name you will select from the Review Graphs
right-click menu whenever you want to use this zoom object. Click OK to
close the dialog and update the zoom object or click Cancel to close the
dialog and discard any changes.
Using TestWorks 4
Reviewing Data
191
Review Graph Setup
Zoom to Marker Objects
A zoom to marker object allows you to focus your graph on a specific point
within the Review Graph. This point is defined by a marker. When you add
or edit a zoom to marker object, you will use the following dialog.
Use the Marker combo-box to select the point of the graph that you prefer as
a focus point. In the Label text box, type a name for the zoom to marker
object. This is the name you will select from the Review Graphs right-click
menu whenever you want to use this zoom object. Click OK to close the
dialog and update the zoom object or click Cancel to close the dialog and
discard any changes.
Zoom To Regions Page

Right-Click Menu
192
Reviewing Data
To add, edit or delete zoom objects from the Zoom To Regions Page, use the
right-click menu. When you right-click on a zoom object or on an empty
area of the list view, a menu similar to the following will pop up.
Using TestWorks 4
Review Graph Setup
Add
This menu item will add a new zoom object to the list of zoom
objects. When you select this item, a fly out menu will appear
offering you two choices, Zoom to Region and Zoom to Marker.
Select the type of zoom object you want and the appropriate dialog
will pop up. Set the configuration you desire for your new zoom
object and click OK. Your new zoom object will be added to the
list of zoom objects and will appear in the list view.
Edit
This menu item, which is only available if you right-click on a
zoom object, allows you to change the configuration of the zoom
object you right-clicked on. When you select this item, the
appropriate dialog will pop up. Make the changes you want and
click OK. The zoom object that you right-clicked on will be
updated with the changes you made.
Cut
This command will delete the zoom object that you right-clicked
on and place a copy of it on the clipboard. The deleted zoom object
is available for later pasting into the zoom objects list. You can use
this command for deleting individual zoom objects from the zoom
objects list.
Copy
This command copies the selected zoom object to the clipboard.
The copied zoom object is available for pasting into the zoom
objects list.
Paste
If a zoom object has been cut or copied to the clipboard, then you
can use this command to insert the zoom object on the clipboard
into the zoom objects list.
Clear
Be careful with this command. It will delete all the zoom objects in
the zoom objects list!
Using TestWorks 4
Reviewing Data
193
Review Graph Setup
194
Reviewing Data
Using TestWorks 4
Calibration Method Description
Appendix
Three methods are available to calibrate an analog device. They are Auto,
Manual, and None. Each of these methods uses a two-point calibration
procedure to calculate the calibration factor of the device. The difference
between the methods is the manner in which the two calibration points are
obtained. Whichever method is used, the calibration factor is the slope of the
line between the two calibration points. The following chart explains how
the calibration points are obtained for each of the methods.
Auto
Using TestWorks 4
Point How the point is obtained for load cells

1st
You will be asked to place your device in its original position. If your
device is a load cell, TestWorks 4 will prompt you to be sure that no
load is on the load cell other than your grips/fixtures. TestWorks 4
will then set a reading of zero equal to the signal voltage coming from
your device.
2nd
TestWorks 4 will activate a shunt resistor that is inside your device.

This resistor will simulate a voltage that corresponds to a known
reading. The known reading is also called the calibration value. It
should be entered as part of your devices configuration, and it is also
printed on your device. TestWorks 4 will set the calibration value
equal to the voltage that is simulated by the shunt resistor.
Appendix
195
Manual
None
196
Appendix
1st
You will be asked to place your device in its original position. If your
device is a load cell, TestWorks 4 will prompt you to be sure that no
load is on the load cell other than your grips/fixtures. TestWorks 4
will then set a reading of zero equal to the signal voltage coming from
your device.
2nd
Next, you will be prompted to manually simulate a reading on your

device. If your device is a load cell, this is accomplished by hanging
weights from the device or by depressing a manual calibration button.
If your device is an extensometer, you can simulate a reading by
opening and closing the device. TestWorks 4 will set the calibration
value equal to the voltage that is created when your device is in this
position.
1st
TestWorks 4 assumes that a zero voltage signal equals a zero reading.
2nd
TestWorks 4 assumes that a X (typically 10) volt signal equals the

full-scale value that has been entered in the devices configuration.
Using TestWorks 4
TestWorks 4 Conversion Program

The TestWorks 3 to TestWorks 4 Converter Program is a tool that will help
you convert your existing TestWorks 3 methods and samples into new
methods and samples for use with TestWorks 4. This program will use the
samples and methods that you select to create new TestWorks 4 samples and
methods. The new TestWorks 4 methods will allow you to run tests in
TestWorks 4 that approximate the tests you used to run in TestWorks 3. The
new TestWorks 4 samples will allow you to access data you had previously
stored in TestWorks 3 sample databases.
Note
Because the file formats for TestWorks 3 and TestWorks 4 are so

different, some aspects of your methods might not convert in the
way you expect. This program will attempt to create TestWorks 4
methods and samples that match, as closely as possible, your
TestWorks 3 methods and samples. However, once the conversion
is completed, you should review your new methods and samples to
make sure they are satisfactory.
To access the Converter Program follow the steps below.

1. Click on Start (Lower left-hand corner on the screen).
2. Select Programs.
3. Highlight MTS TestWorks 4.
4. Select Convert TestWorks 3 & QT to 4.
5. Choose Converter.
When you start the TestWorks 3 To TestWorks 4 Converter program, you

will see the first page of the converter wizard. This wizard will guide you
through the steps of converting your methods and samples.
Using TestWorks 4
Appendix
197
Setup Window for TestWorks 3 to TestWorks 4 Conversion
Select the appropriate option to convert your files. Choose from one of the
following: 1) Convert all methods and samples (express mode),
2) convert methods, and 3) convert samples. Click Next.
198
Appendix
Using TestWorks 4
Source Directories Window for TestWorks 3 to TestWorks 4 Conversion
Once you select your source directories for your TestWorks 3 methods and
samples, select the destination directories for your converted TestWorks 4
methods and samples. Click Convert.
Using TestWorks 4
Appendix
199
Conversion Window for TestWorks 3 to TestWorks 4 Conversion
When this window appears, your TestWorks 3 methods and samples are
being converted to TestWorks 4 methods and samples. Please wait for the
conversion to take place.
200
Appendix
Using TestWorks 4
Conversion Window Displaying Completion of TestWorks 3 to TestWorks 4

Conversion
When this window appears, the conversion is complete. The details of the
conversion are within the window. Click Done.
Note
Using TestWorks 4
Any errors encountered during the conversion will be listed in the

Conversion Status window.
Appendix
201
Import From TestWorks 4 Sample

This feature allows the user to copy specimens from a TestWorks 4 Sample
file into the currently loaded sample. This can be useful in moving a
specimen that was tested in an incorrect sample or when the data collected
for a specimen needs to be analyzed under a new method. To access this
function follow the steps below:
1. Click on the Menu option File.
2. Select Import Import from TestWorks Sample
The following dialog will appear.
Configuration Dialog for Import from TestWorks Sample
To import specimens or a complete sample into a currently loaded sample

(or method), follow the instructions below:
202
Appendix
Using TestWorks 4
1. The first step is to select a sample in the Select Sample box. To select a
sample, click on the button with the down arrow. This menu displays all
Sample files found in the current users data directory.
Note
All of the subdirectories under the data directory are also searched
but will only be displayed if any Samples are found in them. If the
Sample to be imported is not found in the menu, then a user with the
correct privileges can use the Advanced button to select a Sample
file located in a different directory.
2. When a Sample is selected, the specimens in the Sample will be

displayed in the list. Also, the comment and first warning of the
specimen will be displayed. The icon to the left of the specimen number
will denote if the specimen has been tagged. When a Sample has been
selected, the list will appear similar to the list in the illustration above.
3. The specimens can be individually selected by clicking on the list (by
holding the Ctrl button and clicking on a specimen multiple
specimens can be selected for importing). The buttons to the right of the
list can be used to select all the specimens, select only the tagged
specimens, select only the untagged specimens, or to deselect all
specimens. The OK button will be disabled unless at least one specimen
is selected.
4. When all the specimens to be imported are selected, press the OK
button to begin the import process. During the import, TestWorks will
keep a list of any warnings generated. An import warning is generated
when a channel, formula or input is detected in the specimen being
imported that is not present in the currently loaded method. If
TestWorks detects any warnings, any warnings will be written to a text
file named ImportErrors.txt. This file is placed in the current users
data directory. TestWorks will display a message asking the user if they
would like to view this file.
Note
The import error file is overwritten each time an Import from Sample
operation is performed.
5. When a specimen is imported, a warning will be permanently placed in

that specimen stating what Sample it was imported from, what user
imported it, and the date and time of the import. This is useful to track
where specimens have been moved.
Using TestWorks 4
Appendix
203
Hint: The warnings of a specimen can be viewed by right-clicking the

specimen on the Review Page Legend and choosing View Warnings.
Import a text file
This item displays the Import Specimen dialog, which allows you to bring
specimen data into TestWorks 4 from other sources.
Note
The imported file must be an ASCII (text only) file and must be
formatted with TestWorks 4 import conventions. Please contact MTS
for more specific information.
When you select this Menu item (File, select Import, highlight Import
Text File). The Import Text dialog will appear. Select the file you wish to
import from the drop down list and click OK. All specimens in the selected
file will be imported for you. If you need to search outside of your Import
directory, you can click the Advanced button to bring up the common file
open dialog.
Import Test Dialog
204
Appendix
Using TestWorks 4
m
MTS Systems Corporation
14000 Technology Drive
Eden Prairie, Minnesota 55344-2290 USA
Toll Free Phone: 800-328-2255
(within the U.S. or Canada)
Phone: 952-937-4000
(outside the U.S. or Canada)
Fax: 952-937-4515
E-mail: info@mts.com
Internet: www.mts.com
ISO 9001 Certified QMS

Test Works Manual

Uploaded by

Copyright:

Available Formats

Test Works Manual

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Test Works Manual

Uploaded by

Copyright:

Available Formats

Using TestWorks 4

2010-2011 MTS Systems Corporation. All rights reserved.

Software validation and

Manual Part Number

TestWorks 4 General Information 17

Systems Using TestWorks 4 27

Editing Configuration Items 77

Formula Builder - (Creating Formulas) 111

Before You Contact MTS

Know your site

Know information from

Identify the problem

MTS notification number

Name of the person who helped you

How long and how often has the problem occurred?

Can you reproduce the problem?

What are the equipment model numbers?

What is the controller model (if applicable)?

What is the system configuration?

For a computer problem, have the following information available:

Manufacturers name and model number

Operating software type and service patch information

Amount of system memory

Current status of hard-drive fragmentation

Connection status to a corporate network

For software application problems, have the following information

The software applications name, version number, build

The names of other applications on your computer, such as:

If You Contact MTS by Phone

Phone number where you can be reached

Identify system type

Write down relevant

After you call

Electromechanical material test system

Hydromechanical material test system

Vehicle test system

Vehicle component test system

Aero test system

Prepare to perform troubleshooting while on the phone:

Have the original operating and application software media available.

In case Technical Support must call you:

Verify the notification number.

Record the name of the person who helped you.

Write down any specific instructions.

Problem Submittal Form in MTS Manuals

Access the Problem Submittal Form:

In the back of many MTS manuals (postage paid form to be mailed to

www.mts.com > Contact Us > Problem Submittal Form button

Other MTS manuals

Hydraulic and mechanical component manuals

Preventive maintenance manual

Controller and application software manuals are typically included on the

Hazard notices may be embedded in this manual. These notices contain

For general safety information, see the safety information provided

Warning notices indicate the presence of a hazard with a medium level of

Notes provide additional information about operating your system or

The first occurrence of special terms is shown in italics.

TestWorks 4 General Information

TestWorks 4 software has various method templates available. One of the

Supplies three Compression method templates allowing you to configure