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ABSTRACT
Strain gauges and load cells are often used to measure strain and load in con-
crete or steel components of geotechnical structures. Reliability problems are
frequently cited for these instruments. The purposes of this paper are (a) to
discuss the factors that affect the reliability of strain gauges and load cells
used for geotechnical engineering applications, (b) to suggest the instrument
types that have historically performed most reliably and are therefore pre-
ferred by some engineers, (c) to indicate which instruments should prove to be
the best choice for future projects, and (d) to establish realistic survivabil-
ity rates to be used in planning instrumentation programs. These objectives
were accomplished by searching published literature and by surveying the opin-
ions of more than 4o knowledgeable geotechnical engineers. The results of the
survey as well as published information have been compiled and are included in
the paper. The primary considerations for instrument reliability are instru-
ment characteristics and selection. Other considerations include proper plan-
ning of the instrumentation program, ability of the instrument to perform the
intended function, and field installation and handling techniques. Vibrating
wire strain gauges are generally preferred for reliable strain measurement.
Electrical resistance strain gauged load cells are generally preferred for re-
liable load measurement. Planning of an instrumentation program should antici-
pate the probability that one-quarter to one-half of the instruments may not
survive installation or the period of monitoring.
14 Transportation Research Record 1004
Strain gauges and load cells are used to measure the fered the consequences of instrument or program
strain and load in concrete or steel components failures should help reduce the incidence of future
where there are complex soil-structure interaction failures.
problems. Strains and total stresses in soils that
are measured with extensometers and earth pressure
cells are excluded from this paper. Geotechnical TYPES OF STRAIN GAUGES AND LOAD CELLS AVAILABLE
instrumentation may be used during construction of
or in-service life of a structure to ensure safety, Several types of strain gauges and load cells exist
cost economy, and design and construction method and are available from numerous manufacturers. Cord-
adequacy and to monitor long-term performance. A ing et al. (1), Dunnicliff and Sellers (2), and
wide variety of strain gauges and load cells is Dunnicliff (3) list and describe in great- detail
available to the geotechnical engineer for these many available instruments as well as their use.
purposes. Tables 1 and 2 give lists of strain gauges and load
Geotechnical instrumentation programs commonly cells commonly used in geotechnical engineering and
are plagued with problems relating to instrument- example sources. No j udgment of the adequacy of
type selection, real performance characteristics, these sources is intended in any way. Addresses of
and installation procedures. The purposes of this common instrument suppliers are given in Dunnicliff
paper are (a) to discuss the factors that affect the and Sellers (~) and a recently published buyers'
reliability of strain gauges and load cells used for guide (_!)
geotechnical engineering applications, (b) to sug-
gest the instrument types that have historically
performed most reliably and are therefore preferred Strain Gauges
by some engineers, (c) to indicate which instruments
should prove to be the best choice for future proj- Mechanical strain gauges are used to measure small
ects, and (d) to establish realistic survivability changes of length between two reference points at-
rates to be used in planning instrumentation pro- tached to a structural member typically 2 to 18 in.
grams. apart. The gauge consists of a rigid metal bar with
An interpretation of the opinions of more than 40 a dial gauge and mechanical linkage. During reading,
knowledgeable geotechnical engineers is presented. two posts on the gauge are held in temporary contact
These engineers participated in a survey conducted with the reference points.
by the authors. The purpose of this survey was to Electrical resistance strain gauges are either of
determine what the geotechnical practitioner knows the unbonded or the bonded type. In the unbonded
and believes about load and strain measurement in resistance wire gauge, the wire is looped around
structural members. Given the wide variety of in- posts fixed to either end of the gauge. The most
strument types and manufacturers available, it is common, the Carlson gauge, incorporates two wires,
rarely possible for one or two individuals to main- which change in length in opposite senses when the
tain hands-on experience with all currently avail- gauge is strained and so permit temperature compen-
able instruments. Elaborate instrumentation schemes sation as an added feature. In the more common
have failed due to lack of attention to er i tical bonded resistance strain gauge, a wire or foil is
details by the user, manufacturer, or designer. The bonded to a plastic film that is attached by the
distilled experience of many engineers who have suf- user to the structural member being monitored. Great
Telltal e Geokon
Local machine shop
Mechanical Interfels
Proceq
Roctest
Hydraulic Gloetzl
Soil Instruments
Petur
skill and experience are needed for field installa- easy and reliable for steel because the modulus of
tion of bonded gauges. Success in using these in- steel is constant and creep effects are negligible.
struments depends on many painstaking steps includ- For concrete or shotcrete, however, creep and other
ing surface preparation, bonding, waterproofing, and extraneous strains may be extremely large and under
physical protection, which is usually difficult to these conditions interpretation of data even from a
attain under field conditions. If designed, in- 100 percent reliable strain gauge can be exceedingly
stalled, and used correctly, these gauging systems difficult. If these problems are recognized, strain
can be extremely stable and reliable. A third, and gauges may be used as follows: Resistance wire or
less commonly used, resistance strain gauge, the foil gauges may be bonded to a reinforcing bar or a
11.iltech gauge, incorporates a friction-bonded wire short section of a reinforcing bar. Unbonded resis-
resistance element inside a small steel tube welded tance strain gauges such as the Carlson gauge may be
to steel shim stock and is relatively easy to in- embedded directly in concrete. An Ailtech gauge or a
stall. Installation problems are also alleviated in vibrating wire strain gauge mounted between two end
the weldable resistance bonded strain gauge in which flanges may be similarly embedded. In all cases a
an electrical resistance strain gauge is bonded to dummy gauge should be embedded in the same shotcrete
steel shim stock in the factory and integral elec- or concrete not subject to stress but kept in the
trical leads are attached and sealed. The user has same environment as the active gauges.
only to grind the surface of the metal structural
member and weld the gauge in place with a portable
battery-powered capacitive discharge spot welder. Load Cells
This is a relatively simple, easily learned tech-
nique. Load cells measure force, or load, in a structural
A vibrating wire strain gauge consists typically member. Telltale load cells consist of an unstressed
of a 2- to 6-in. length of tensioned steel wire free sleeved steel rod usually installed alongside a tie-
to vibrate at its natural frequency when plucked. back tendon or rock bolt. The lower end of the rod
For surface mounting, the ends of the wire are an- is attached to the tendon and movement is measured
chored to posts clamped or welded to the steel between the upper end and the bearing plate at the
structural member. Changes in frequency and hence in anchorage head. Load is determined from in situ cal-
wire tension occur when the gauge is strained. The ibration during stressing or is based on the tendon
wire is plucked by an electromagnet either intermit- dimensions and properties. Direct access is usually
tently or continuously. The vibrating wire then in- needed for readings and telltales can be difficult
duces an AC voltage of the same frequency in the to install alongside tendons.
plucking coil; this voltage is remotely recorded. Mechanical load cells are infrequently used and
Frequency change is related to strain. Potential few are available in the United States. They may in-
problems include thermal mismatch between the gauge corporate elastic spring washers or a torsion lever
and the structure, wire creep, slippage at the wire system. Reading is by a dial gauge.
clamps, and wire corrosion. It appears possible to Hydraulic load cells consist of two thin circular
avoid these problems by proper design and material steel plates welded together around the edge to form
selection. The potential for zero drift remains, a fluid-filled chamber. The fluid pressure is mea -
however, and prudent users should install dummy sured directly by a bourdon gauge or remotely by a
gauges from the same batch mounted on free-standing pneumatic, hydraulic, or electrical transducer. The
structural elements that experience no stress but hydraulic load cell must be installed between two
are subjected to the same environment, for the same rigid steel bearing plates and can be provided with
periods of time, as the active gauges. a center hole for tieback applications. Hydraulic
Strain gauges may be embedded in concrete or load cells have successfully withstood driving when
shotcrete directly instead of being mounted on a mounted on concrete piles and are continuing to
steel member. In this case it is important to recog- function after 2 years according to Green et al. (~).
nize that having measured strain it may be desirable Both electrical resistance and vibrating wire
to convert it to stress for more meaningful inter- strain gauge load cells are essentially based on the
pretation of forces in structural members. This is same concept of operation. A steel or aluminum alloy
16 Transportation Research Record 1004
II . Respondent has used strain gages and/or load cells for the
following types of structures (Check all applicable)
Instrumentation used by respondents
A. Retaining Walls 73 %
B. Tunnels 73 %
c . Pavements 33 %
D. Shallow Foundations l?_!__
E . Deep Foundations ~
F . Dams 53 %
G. Pipelines 25 %
H. Excavation Bracing
I. Tiebacks
-
49-' - -
J . Other
-
54-' - -
l1._!__
formation. In the survey, respondents had the oppor- Remote reading is not possible. Gauge length can be
tunity to indicate the type of gauge they thought relatively large, which may be a distinct advantage
was most reliable on the basis of actual experience. on concrete, and this type of gauge should not be
A general prefere nce for one type of gauge does not overlooked where access is available.
mean that other types should not be used for certain Approximately one-third (38 to 42 percent) of the
applications. respondents preferred electrical resistance strain
Mechanical surface strain gauges were least pre- gauges for strain monitoring installations. Resis-
ferred by survey respondents as shown in Section III tance gauges possess many advantages and provide a
of Table 3. Mechanical gauges are inexpensive, reus- higher degree of resolution than do mechanical
able, rugg e d, and reliable but offer limited resolu- gauges. Long-term reliabi l ity is somewhat doubtful
tion. Thi s type of gauge requires direct physical due to the tendency for the gauge zero to drift, the
access to place the gauge on the reference points. frequent intrusion of moisture, and uncertain tern-
18 Transportation Research Record 1004
perature effects. Becaus~ these gauge~ function on Twenty pei::c;,nt or t:ne respondents preferred hy-
resistance changes, extremely long lead wires cannot draulic load cells for reliable measurement of load
be used without special signal-enhancement electron- in structures, Hydraulic load cells are less readily
ics. Factors that are of importance when using available in the Uni.ted States but can be reliable
bonded electrical resistance strain gauges include and have the advantage of simplicity and low pro-
file. Important factors to be considered when using
Gauge location and mechanical protection; all load cells are
Thermomechanical properties of structure to
be gauged and relative stiffncso;
Adhesive--materials used, surface preparation Load cell location and protection;
(roughness, cleanliness) , clamping pressure, curing Accessibility--need for remote monitoring;
temperature and humidity, time for mechanical- Eccentricities;
thermal equilibrium, and calibration techniques; Insufficient reaction, bending in support
Waterproofing method; and plates;
Lead wire characteristics and mechanical pro- Calibration requirements;
tection--bridge circuitry, grounding, electrical End effects;
shielding, connection to gauge, and physical proper- Weatherproofing:
ties (resistance to moisture ingress). Temperature effects on the load cell and its
mountings; and
Considerable skill is required to successfully Lead protection, where used.
install bonded resistance strain gauges in the field
and this job is best left to experts. Many of the
problems can be avoided by using weldable resistance Electrical resistance and vibrating wire strain
strain gauges with integral leads. These gauges can gauged load cells were preferred by 43 and 29 per-
be successfully installed by either skilled engi- cent of the respondents, respectively. Factors that
neers or technicians with limited training and prac- affect the use of these load cells are similar to
tice. those that affect the use of electrical resistance
Vibrating wire strain gauges were preferred by and vibrating wire strain gauges discussed pre-
more than half (51 to 58 percent) of the survey re- viously. The major difference between the use of
spondents for most applications. Vibrating wire strain gauges and load cells is that load cells come
gauges provide a high level of resolution without from the manufacturer as one complete unit. The in-
being readily affected by moisture or lead wire tricacies of mounting the strain gauges in the field
length. They are sometimes reusable (at least in are therefore avoided with load cells.
part) when surface mounted. As mentioned earlier,
wire fatigue can occur over extremely long periods
of time. Manufacturers have taken steps to correct SURVIVABILITY RATES
this by heat treating the wire and limiting the wire
tension. zero drift has also been observed with some The respondents to the survey were asked to recom-
gauges but can to some extent be compensated for mend instrument survivability rates for planning in-
with dummy gauges. Recently new, low-profile, low- strumentation programs. The results were averaged
inertia, weldable vibrating wire gauges have become and survivability rates for strain gauges and load
available. These gauges can be easily installed with cells were recommended to be 62 and 74 percent, re-
a portable battery-powered capacitive discharge spot spectively. Survivability rates recommended by re-
welder (7). These gauges are smaller, easier to pro- spondents range d between 25 and 100 percent. The
tect, and will more readily survive driving when specific numerical results are not as Lmportant as
mounted, for example, on driven steel piles. Vibrat- the need for owners, designers , manufacturers, and
ing wire strain gauges have been used successfully field personnel to face the probability that a sig-
in Europe, including the u.s.s.R. I for the past 30 nificant number (one-quarter to one-half) of the in-
or more years. Only in the last 10 years have they struments will not survive. Proper planning should
been manufactured in the United States. Interest- be done to compensate for these instrument losses
ingly, the European gauges tend to be significantly and to ensure that the required number survives to
more expensive and more heavily engineered than provide sufficient reliable data. Short-term surviv-
their u.s. counterparts and are still preferred by ability of instruments can be assumed to be better
some government agencies that require long-term re- than long term. Both depend on the personnel doing
liability and are able to justify the extra cost of the work, the duration of the instrumentation pro-
procurement. The following factors, similar to those gram, and the environment in which the instrument
that relate to electrical resistance gauges, are im- will be placed.
portant when using vibrating wire strain gauges: Many owners effectively encourage low survivabil-
ity rates by using low-bid procurement procedures.
Gauge location and mechanical protection, Such procedures can result in the cheapest priced
Thermomechanical properties of the gauged and poorest quality instruments being used. Reputa-
structure relative to the gauge, ble manufacturers can be forced to cut corners in
Mounting method, and design and manufacture to underbid their competi-
Cable location and protection. tion, Lengthy specifications aimed at circumventing
this will often be unsuccessful. In contrast, ade-
COMMONLY USED TYPES OF LOAD CELLS quately funded thorough work by competent organiza-
tions with appropriate experience can achieve a high
Telltale and mechanical load cells were not pre- success rate under extremely difficult and challeng-
ferred by the survey respondents for reliable load ing conditions (8).
measurement possibly because of their recent intro- Despite these- successes there are many outstand-
duction (telltales) or limited availability (mechan- ing problems yet to be solved; the nuclear waste
ical load cells). Telltale load cells are not very disposal industry recently recognized this <1> The
precise but can be valuable for measurement of load particular application of instrumentation to nuclear
distribution in tieha~k ~~ndon~ or pil~s; Mechanical waste isolation makes e~traordinary demands fer
load cells are commonly used for soils laboratory liability under extreme conditions not typically en-
testing but few field versions are available. countered in civil works.
Abramson and Green 19