Microscale Mechanical Testing Imaging for Wide-Strain Deformation Tracking

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Solution Overview

Problem

Current methods for characterizing mechanical deformation at microscale, such as SEM and DIC, are limited by low resolution, high cost, interference from speckle patterns, and inability to operate continuously during loading, making it difficult to analyze the influence of microstructural features on deformation.

Innovation Solution

A mechanical testing system using an optical-based imaging platform with closed-loop control and automated adjustment devices to maintain focus and field of view, combined with a controller for continuous image processing and analysis, enabling panoramic imaging and quantification of local deformations like strain fields and crack propagation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If SEM is used for in-situ mechanical testing, then high resolution and greater magnification are achieved, but field of view is limited and image quality drops substantially at lower magnifications

Engineering Contradiction:
ImproveresolutionVSAvoidfield of view
Core Design Contradiction:
Measurement precisionVSArea of stationary object

Solution Approach 1:

The patent replaces SEM with an optical-based imaging platform (microscope) that uses light instead of electrons for imaging. This substitution enables a larger field of view while maintaining sufficient resolution for microstructural feature analysis, directly resolving the contradiction between resolution and field of view in SEM systems.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent changes the imaging parameters by operating the optical microscope at appropriate magnifications and using techniques like focus stacking and image processing to achieve both high resolution and large field of view. This allows capturing microstructural features (grains, sub-grain structures) that fall within the imaging capabilities of optical microscopy.

Inventive Principle:
Principle #35Parameter changes

2Measurement precision

If SEM is used for in-situ mechanical testing, then high resolution imaging is achieved, but testing is more time consuming and requires intermittent pauses for scanning

Engineering Contradiction:
Improveimaging resolutionVSAvoidtesting speed
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The patent substitutes the slow scanning process of SEM with rapid optical imaging capable of capturing deformation evolution at high frame rates. This enables continuous monitoring of deformation processes without intermittent pauses, significantly improving testing productivity while maintaining imaging resolution.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The optical-based system enables continuous imaging throughout the mechanical testing process, allowing uninterrupted capture of deformation evolution. This continuous observation capability eliminates the need to pause loading for scanning, directly improving productivity while maintaining measurement precision.

Inventive Principle:
Principle #20Continuity of useful action

3Area of stationary object

If optical imaging is used, then larger field of view is achieved, but depth of field is low limiting imaging to maximum of 1% macroscopic strain

Engineering Contradiction:
Improvefield of viewVSAvoidstrain measurement range
Core Design Contradiction:
Area of stationary objectVSMeasurement precision

Solution Approach 1:

The patent employs dynamic focus adjustment and image processing techniques that adapt to changing focus conditions during deformation. The system can track features through focus changes and reconstruct accurate deformation measurements even when depth of field is limited, extending the measurable strain range while maintaining large field of view.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent uses digital image processing algorithms as intermediaries to bridge the gap between limited depth of field and extended strain measurement range. Techniques like focus stacking and computational methods reconstruct accurate deformation fields from images taken at different focus positions, enabling measurement of larger strains while maintaining optical microscopy's advantage of large field of view.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Measurement precision

If DIC is used for quantitative deformation analysis, then deformation can be quantitively determined, but speckle patterns obscure visibility of underlying microstructural features

Engineering Contradiction:
Improvedeformation quantificationVSAvoidmicrostructural feature visibility
Core Design Contradiction:
Measurement precisionVSLoss of information

Solution Approach 1:

The patent extracts and removes the speckle pattern application step from the testing methodology. By using the natural microstructural features (grains, sub-grain structures) of the material surface as the tracking markers, the system eliminates the need for artificial speckle patterns that obscure microstructural features, while still enabling quantitative deformation analysis.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent utilizes the inherent optical contrast and visual characteristics of microstructural features (different grain orientations, sub-grain structures) as natural markers for deformation tracking. This approach leverages the natural 'color' and contrast variations in the microstructure to provide both quantitative measurement and visible microstructural information simultaneously.

Inventive Principle:
Principle #32Color changes

5Measurement precision

If manual analysis of image frames is performed, then deformation characteristics can be identified, but the process is enormously time-consuming

Engineering Contradiction:
Improvedeformation characteristic identificationVSAvoidanalysis time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent implements automated image analysis algorithms that enable the system to analyze and interpret deformation characteristics autonomously without manual intervention. The automated system processes sequences of images to identify deformation evolution, feature tracking, and microstructural changes, eliminating the time-consuming manual analysis process while maintaining measurement precision.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces manual visual analysis with automated computer-based image processing and analysis algorithms. This substitution uses computational methods to automatically identify deformation characteristics, track features, and extract quantitative data from image sequences, dramatically reducing analysis time while maintaining or improving measurement precision.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS20260002851A1Methods and apparatus for a mechanical testing system to characterize the heterogeneous deformation at microscale
Publication Date: 2026.01.01 CLARKSON UNIVERSITY
  • US20260002851A1 patent drawing
  • US20260002851A1 patent drawing
  • US20260002851A1 patent drawing

AI summary

A method, apparatus, and software for an in-situ mechanical testing system to characterize heterogeneous deformation at microscale are disclosed. The current intellectual property landscape shows the in-situ mechanical testing of metals and alloys is severely limited to a maximum of about 1% macroscopic strain due to the optical microscopy's low depth of focus. To address this challenge, we disclose a smart imaging system consisting of several novel techniques. The techniques include digitally enhanced effective depth of field, real-time targeting and maintaining of a region of interest to image within the field of view and focus, and a panoramic imaging method to digitally widen the field of view. We also disclose a deformation quantification subsystem to analyze the collected data and quantify deformation characteristics. Finally, an expert system to extract the influence of microstructural features on the elastic-plastic and fracture properties is also disclosed.