Abstract
Strain aging of microalloyed steel pipe can occur at the relatively low temperatures associated with the pipe coating process and/or during long-term storage. A Box–Behnken statistical design was used to determine the significant strain aging variables that affect the longitudinal yield strength to tensile strength (Y/TS) ratio for three uncoated X70 UOE pipes. The strain aging variables examined include time, temperature, steel composition/microstructure (vis-a-vis the C/Nb ratio) and position through the pipe wall thickness. Metallographic and electron backscattered diffraction examinations were undertaken to determine the grain size and phase percentages of the as-received pipe steel. Both position in the pipe and the C/Nb ratio were found to have a statistically significant effect on the yield strength to tensile strength ratio.
Introduction
X70 (yield strength equal to 70 ksi or 480 MPa) steel pipe used for long-distance transmission of oil or natural gas can be manufactured using spiral forming, electric resistance welding (ERW) or the UOE process [1]. Following pipe making, strain aging (i.e. a change in mechanical properties with time) of the steel can occur due to long-term outdoor storage, the application of an anti-corrosion epoxy coating (typically applied at between 175 and 255°C) and/or natural aging of the pipe over its lifetime. The change in mechanical properties associated with strain aging during the coating process may include an increase in yield strength (σy) and an increase in the yield strength to tensile strength ratio ((Y/TS)), a decrease in uniform elongation (UEL) and/or a change in the shape of the tensile curve. Strain aging can affect both the transverse and longitudinal properties of the pipe. This paper will focus solely on the (Y/TS) ratio for longitudinal samples.
The longitudinal mechanical properties of a pipe are important for pipeline designs where significant longitudinal loading/strain can arise due to ground movement (e.g. permafrost melting, unstable slopes and water crossings). Hence, an understanding of the longitudinal pipe properties and how these properties may change with strain aging is important in geotechnical strain-based design of pipelines. These designs typically recommend a maximum value for the (Y/TS) ratio of the pipe material in the longitudinal direction. The (Y/TS) ratio is a measure of the strain capacity of the pipe material and is often used as a design parameter.
Factors that affect the (Y/TS) ratio during strain aging can include aging time and temperature, steel composition/microstructure and prior plastic deformation (i.e. strain history during forming). The work undertaken in this paper determines the effect of time, temperature, steel composition via the C/Nb ratio (microstructure variation), through wall thickness position (both microstructure and strain history variation) and macrolocation relative to the weld (strain history variation) on the (Y/TS) ratio of three (3) different uncoated X70 UOE pipes. Both the temperature and time values used in the study were selected to encompass the pipe coating process. A Box–Behnken statistical design (BBD) is used to design and analyse the aging tests conducted. Nonlinear (second-order) equations are developed to quantify the effect of the statistically significant strain aging variable(s) (and/or a combination of variables) on the change in the yield strength to tensile strength ratio (Δ(Y/TS)). Metallography and electron backscattered diffraction (EBSD) are undertaken to determine the grain size and phase percentages of the as-received pipe material and are correlated with the Δ(Y/TS) changes observed during aging.
Background
An overview of the strain aging mechanism, recent literature on the strain aging response and important aging variables for microalloyed steel is presented. In addition, an introduction to statistical analysis techniques and, in particular, the Box–Behnken methodology is presented.
Strain aging mechanism
The basic mechanism for strain aging of steels is well established [2] and entails the diffusion of either free carbon or free nitrogen to dislocations and the subsequent stabilisation/pinning of these dislocations. The segregation of carbon atoms to dislocations has been observed in steel with three-dimensional atom probe analysis [3,4]. The amount of free carbon and/or nitrogen (i.e. in solid solution) required for strain aging is typically <0.01 wt-% [5,6]. Strain aging of steel manifests itself primarily as an increase in yield stress (σy), but other mechanical properties [2,7] that can be influenced include tensile strength (UTS), the (Y/TS) ratio, UEL, toughness, the work hardening rate and a return of discontinuous yielding (i.e. a change in the shape of the tensile curve).
Strain aging variables
Summary of selected studies on strain aging of microalloyed steel pipe material.
aX refers to line pipe steel and 70, 80 or 100 refers to the yield strength in kilopound per square inch.
bεp is plastic strain.
An equation to describe the strain aging mechanism (i.e. diffusion and interaction of carbon with dislocations) in steel has been developed [16].
As discussed above, plastic strain (i.e. dislocation generation) is an important variable in strain aging. An artificially applied strain (to a skelp material) can be used to quantify the effect of this variable on strain aging (see Table 1). Conversely, for pipe material, the strain history (e.g. magnitude, direction and strain reversals) at each point around the pipe circumference is complicated and in many instances is not known exactly. Given the potential importance of plastic strain on the aging phenomenon, a review of strain history incurred during pipe forming is undertaken.
Regardless of the pipe-making operation used (e.g. ERW, UOE and spiral), different plastic deformation histories can arise from the cold forming of a flat skelp into a round pipe. In the most simplistic case, the inner diameter (ID) or outer diameter (OD) of the pipe will experience the largest strain, while the centre line (CL or neutral axis) will experience the smallest or negligible plastic strain. However, the magnitude and complexity (e.g. compression and/or tension and/or reversals) of the plastic strain depend on both the pipe diameter and the exact forming conditions [2–7]. The strain history can affect the initial mechanical properties of the pipe [17–21]. In addition, the Bauschinger effect can occur during pipe forming [17], which may reduce the dislocation density via dislocation annihilation on reverse loading.
Thus, to best quantify the effect of actual strain history, incurred during forming, on aging behaviour, it is necessary to obtain tensile samples directly from a formed and non-aged (i.e. uncoated) pipe. In this study, the aging behaviour of three (3) uncoated UOE pipes is analysed. As all three pipes are produced by the same process, and are of similar wall thicknesses, it is assumed that the strain history incurred in each pipe is similar. The main difference between the three UOE pipes is the microstructure.
Box–Behnken statistical design
Response surface (RS) analysis is a statistical technique for developing, improving and optimising a process by the design of experiments [22]. In particular, RS is useful for modelling the quadratic response of a set of continuous variables and/or the interactions between variables. The Box–Behnken Design (BBD) is an RS technique used to ‘fit’ an empirical second-order (quadratic) polynomial equation to data from a reduced number of tests. A second-order RS model would have the following form:
BBD was used to study the effect of four (4) independent variables; temperature (T), time (t), position through the thickness (Pos) and the C/Nb ratio on Δ(Y/TS). The statistical software Minitab 17 was used to generate the test matrices for the BBD and for the analysis and generation of the RSs and models.
Experimental
This section will outline the dimensions and composition of the UOE pipe steel analysed, a brief description of the tensile testing, the microstructure analysis conducted and the BBD parameters and levels.
Steel composition
Nominal UOE pipe steel specifications.
Tensile testing
Longitudinal tensile test samples were extracted from two locations on the UOE pipes: 90° relative to the weld and 180° relative to the weld, as shown in Figure 1(a). Three (3) rectangular tensile samples were machined from positions near the inner ID, CL and OD, as shown in Figure 1(b). The thickness midpoint of each OD and ID tensile sample corresponds to a distance of 7.5 mm above (+) and below (−) the CL, respectively. Aging was undertaken using a salt bath set at a temperature of 175, 215 or 255°C. Test samples were instrumented with thermocouples to confirm the temperature. Tensile testing was conducted as per ASTM Standard E8/E8M-13a using an Instron universal testing machine with an initial crosshead speed of 1.56 mm min−1. Elongation measurements were obtained from an extensometer.
Tensile sample location: (a) relative to the weld; (b) through the wall thickness.
Microstructure analysis
Metallographic samples of each steel (as-received pipe) from each of the through thickness positions (ID, CL and OD) were prepared from both the 90° and 180° locations. Optical microscopy (OM), scanning electron microscopy (SEM) and EBSD [23] were used to examine the microstructure. Qualitative assessment of the microstructure and quantitative analysis of grain size and phase percentage were undertaken using ASTM Standards E112-13 and E562-11, respectively. Grain size was measured using the linear intercept method (ASTM E112-13) from the OM and by the map method for EBSD. The volume percentage of each microconstituent for each steel was obtained from area analysis (using the Image J software) of the OM microstructure images.
Box–Behnken design: Parameters and levels
Strain aging parameters and levels for BBD.
Additional aged tensile samples
Additional tensile samples (not used in the BBD), from both the 90° and 180° locations, were aged under the same conditions as the independent variables shown in Table 3. The additional tensile samples from the 90° location were used as an independent verification of the RS models generated from the BBD. The additional tensile samples obtained from the 180° location were used to assess whether the strain aging model derived at the 90° location was valid at the 180° location.
Results
The tensile test results and microstructure analysis (OM and EBSD) of the as-received steel will be presented, followed by the tensile test results from the strain aging tests. The results from the tensile tests will then be used in the BBD statistical and RS analysis.
As-received longitudinal tensile curves
The longitudinal (L) tensile curves for the as-received (AR) steels, taken from the 90° location (A1, B1 and C1) and CL position, are shown in Figure 2. Included in the figure is the 0.5% strain used to determine the yield stress for each steel. Steels A and B exhibit very similar tensile behaviour, while Steel C exhibits slightly different work hardening behaviour at low strain values. This difference is attributed to microstructural differences between the steels (to be discussed later).
Longitudinal stress–strain curves for as-received pipe from the 90° location and CL position for Steels A, B and C.
Summary of as-received tensile test results.
Microstructure analysis
The as-received microstructures of Steel A, B and C at the ID, CL and OD positions were analysed using OM, SEM and EBSD. The OM grain size was determined by counting the number of grain intersections with a circle of known size placed on the OM image. The volume percentage of each microconstituent in an OM image was obtained using the ImageJ software.
The as-received microstructures for all three steels at the ID, CL and OD positions for the 90° location are shown in Figure 3. The microstructure of Steel A consists of needle shaped acicular ferrite (AF in Figure 3), polygonal ferrite (PF in Figure 3) and a small amount of pearlite (P in Figure 3). Steel B consists of AF and PF. The Steel C microstructure consists of AF, ferrite and extensive amounts of pearlite. SEM images for pearlite P in Steel C are shown in Figure 4. Qualitatively, the microstructure for Steel C is less uniform across the wall thickness (relative to Steel A and B) and exhibits a larger grain size at the CL versus either the OD or ID positions. Quantitative microscopy (discussed in the next section) confirmed this observation. The through wall thickness microstructures at the 180° location, for all three steels, are similar to those shown in Figure 3 at the 90° location.
Microstructures for Steels A, B and C at the ID, CL and OD locations. SEM secondary electron (SE) images for Steel C at the CL position.

Measured average grain size and volume percentage of microconstituents for the as-received steels at the 90° location.
aFive (5) independent images examined.
bSD is the standard deviation.
EBSD maps for Steel A, B and C at different through thickness positions are shown in Figure 5. The average grain size measured using the EBSD post-processing software CHANNEL5 is summarised in Table 6. The EBSD grain size is based on a misorientation angle of >15° and the conversion of the area of the grain into an equivalent diameter for a circle that encompasses an equal area. As with the OM analysis, the largest grain size is measured for Steel C at the centreline. In addition, the trends in grain size values measured with EBSD (Table 6) are similar to the OM measurements (Table 5) in that the largest grain size is measured for Steel C at the centreline (EBSD = 10.4 µm versus OM = 16.4 µm) and the surface grain sizes are smaller than the centreline grain sizes (except for B-ID). However, the standard deviations (S.D.) in the grain size measurements are larger than those for OM.
EBSD maps for Steels A, B and C (90°) at the ID, CL and OD positions. Average grain size of Steels A, B and C (90°) using EBSD.
Tensile test results
The (Y/TS) values for the longitudinal samples, from the aged steels, used in the BBD are presented in this section. This is followed by a detailed examination of the BBD statistical analysis of the Δ(Y/TS) and its relation to the aging parameters.
(Y/TS) versus yield strength
The relationship between the longitudinal (Y/TS) ratio and yield strength (0.5% offset) measured for all samples tensile tested, including the as-received and aged samples at both the 90° and 180°, is shown in Figure 6. (Y/TS) ratio increases as the yield strength (σy) increases. The as-received tensile samples exhibited a (Y/TS) ratio <0.90 and a maximum σy of 592 MPa. In comparison, the aged samples showed a maximum (Y/TS) ratio of 0.95 and a maximum σy of 629 MPa. Although Figure 6 shows the relationship between (Y/TS) and σy, it does not illustrate how the (Y/TS) value changes as a function of microstructure, position and aging temperature and time. The BBD design discussed in subsequent sections will attempt to elucidate these relationships.
Measured (Y/TS) ratio as a function of yield strength for as-received and aged samples at both the 90° and 180° positions for Steels A, B and C.
Δ(Y/TS) at 90°
BBD test matrix and measured changes in properties.
Δ((Y/TS)) versus ΔUEL
As discussed in the Introduction, the magnitude of the (Y/TS) ratio is a measure of the strain capacity of the steel (i.e. UEL). Figure 7 plots the change in Δ(Y/TS) versus ΔUEL for all the aged samples at the 90°C location. As aging of the steel may result in a reoccurrence of Luder's yielding, the value for the change in UEL (ΔUEL) is calculated using
Measured ΔUEL versus Δ((Y/TS)) for all aged samples at the 90° position for Steels A, B and C.
is the strain measured at the tensile strength for either the aged or as-received (AR) samples and
is Luder's strain for the aged samples. The trend observed in Figure 7 is that the larger the increase (i.e. positive) in Δ(Y/TS), the greater the reduction (i.e. negative) in the strain capacity (ΔUEL) of the steel.

Analysis of Δ((Y/TS)) – ANOVA table
Reduced ANOVA data for Δ((Y/TS)).
The p-value for temperature was 0.140, which represents a significantly greater probability of affecting Δ((Y/TS)) than random chance, but did not fall within the statistically significance level (p < 0.05) used as a criterion in this work. As such, temperature was excluded from subsequent analysis. Time (t) exhibited a p-value of 0.72 and did not have a statistically significant effect on Δ((Y/TS)) for the test conditions examined in this work. The relatively low statistical significance of temperature, and to a much greater degree time, is somewhat unexpected given the mechanism of strain aging requires the diffusion of carbon which is both temperature and time dependent.
Analysis of the effect of time and temperature on the change in yield strength (ΔY) shows that ΔY increases with both increasing temperature and time. This behaviour is consistent with previous strain aging studies. However, the magnitude of their singular or combined effects on ΔY (for the conditions studied in this work) is relatively small in comparison to the effects of steel type and through thickness wall position. Thus, the effect of time and temperature on Δ((Y/TS) is ‘overshadowed’ by these other variables and, hence, their relatively low statistical significance in the Box–Behnken analysis.
Δ(Y/TS) aging response model
The uncoded RS model for predicting the change in Δ(Y/TS) is as follows:
Parity plot for Δ(Y/TS) at the 90° location using BBD data. Parity plot for Δ(Y/TS) at the 90° location using the additional data.


Δ(Y/TS) aging response – RS
The RS plot for Δ(Y/TS) (based on Equation 4) as function of position (Pos) and C/Nb ratio is shown in Figure 10. The saddle shape of the aging RS curve indicates the complexity of the effect of pipe through wall thickness position and steel type on the aging response of uncoated UOE pipe steel. The largest change in Δ(Y/TS) is related to the position through wall thickness, with the ID position (Pos = −7.5 mm) exhibiting the largest change relative to the CL and OD positions. As will be discussed later, this difference may be attributed to both a difference in strain history (incurred during forming) and microstructural differences.
RS for Δ(Y/TS) generated using Equation (4).
Δ(Y/TS) aging response – effect of location
A comparison between Δ(Y/TS) measured at the 180° location and the predicted Δ(Y/TS) using Equation (4) is shown in Figure 11. Unlike Figures 8 and 9, there is a significant difference between the measured data and the predicted values, particularly at the ID positions for Steel B. This data suggests that aging behaviour is different for the 90° and 180° locations for UOE pipe. This may be due to a difference in strain history between the two locations. The results also show that the microstructure for Steel B appears to be more susceptible to this strain history difference.
Parity plot for Δ(Y/TS) measured at the 180° location for all three steels aged at various time and temperatures and through thickness locations versus predicted values from Equation (4).
Discussion
The results from the Box–Behnken analysis indicate that both through wall thickness position (Pos) and the C/Nb ratio are statistically significant variables for Δ(Y/TS) during strain aging. For the aging conditions studied in this work, temperature to a certain extent and definitely time do not have a statistically significant effect on Δ(Y/TS). The Pos and the C/Nb ratio (i.e. steel type) are directly associated with varying steel phase percentage and grain size. In addition, the strain history incurred during the formation of the pipe is different at the ID, CL and OD positions, which complicates assessment of the effect of Pos on strain aging behaviour.
Effect of microstructure on Δ(Y/TS)
The effects of both C/Nb ratio (steel type) and Pos on Δ(Y/TS) are considered in terms of the microstructural features measured for each of the three steels, specifically the volume percentage of each phase and grain size across the pipe wall thickness.
Phase volume percentage
The volume percentages of AF and PF for all three steels across the wall thickness are shown in Figures 12 and 13, respectively. Figure 12 shows that Steel A and Steel B exhibit significantly higher percentages of AF (54 and 40%, respectively) at the CL than Steel C (0%). In addition, Steel A exhibits the best uniformity across the thickness. In Figure 13, PF is the dominant phase at the CL for Steel C (78%). The higher level of AF observed at both the ID and OD is related to the higher cooling rate experienced (during TMCP) at these pipes, through thickness locations.
Measured volume percentage of AF as a function of position through the pipe wall thickness. Measured volume percentage of PF as a function of position through the pipe wall thickness.

The presence of AF at the CL for Steel A and Steel B suggests an initial higher dislocation density in the steel microstructure vis-à-vis the predominantly PF observed for Steel C. As noted earlier, the as-received tensile curves for Steels A, B and C at the CL position (Figure 2) exhibited relatively similar UTS and UEL values but different initial work hardening behaviour. Both Steel A and Steel B had lower strain hardening coefficients than Steel C (0.116 for C versus 0.104 and 0.096 for A and B, respectively). This difference in the strain hardening coefficients suggests that the initial dislocation density in Steel C at the CL is lower than the dislocation densities for Steels A and B. Figure 14 plots the value of Δ(Y/TS) as a function of the percentage of AF. Although there is a trend towards a higher Δ(Y/TS) with increasing AF, the grain size also varies across the thickness. This effect is considered in the next section.
Measured Δ(Y/TS) at the 90° location versus percentage of AF.
Effect of grain size
The OM grain size varies across the wall thickness of the pipe (Table 5) and for each steel. A similar trend is observed for the EBSD grain size data (Table 6); however, for the purpose of this section, only the OM data will be considered due to its lower standard deviation. Grain size is known to affect the value of the yield stress via Hall–Petch strengthening, but its effect on strain aging is not clear. It is conceivable that a small grain size would influence the kinetics of strain aging by providing high diffusivity paths for carbon along the grain boundaries. However, as temperature and time were not statistically significant, it is possible that grain size has an influence on dislocation morphology. Narutani and Takamura [24] showed that dislocation density during plastic deformation of aluminium and copper varies inversely with grain size (1/d) (i.e. for a given plastic strain (e.g. encountered during pipe forming) and the dislocation density after deformation will be higher for a material with a finer grain size). To account for the combined effect of AF and grain size, a plot of Δ(Y/TS) as a function of the percentage of AF divided by grain size for the ID, CL and OD positions (90° location) is shown in Figure 15. As grain size decreases and/or the amount of AF increases, the change in Δ(Y/TS) increases indicating that the starting microstructure plays a role in the strain aging behaviour of a high strength pipe steel.
Plot of Δ(Y/TS) at the 90° location as a function of percentage of AF divided by grain size.
Effect of position on Δ(Y/TS)
In previous sections, it was shown (Figure 12) that the microstructure varies across the wall thickness and influences the response to aging of the steel. In addition, variations in strain history through the pipe wall thickness can occur during the forming process. Steel A exhibits a relatively uniform microstructure across the wall thickness (Table 5), in terms of both phase percentage and grain size; thus, strain aging of this steel can be used as a measure of the effect of strain history on aging. Figure 16 plots the Δ(Y/TS) ratio for Steel A as a function of wall thickness position after aging the steel at a constant aging temperature of 255°C. The ID position (Pos = −7.5) has a higher level of Δ(Y/TS) than the CL and to lesser extent the OD positions. The difference may be attributed to a difference in effective accumulated plastic strain (including possible dislocation annihilation due to the Bauschinger effect) during the forming process, where the lowest effective accumulated plastic strain is at the centreline.
Plot of Δ(Y/TS) versus position for Steel A (255°C aging temperature).
Conclusions
The effect of temperature, time, C/Nb ratio (i.e. three different steels) and through wall thickness position on the longitudinal strain aging behaviour of X70 UOE pipe was studied. A Box–Behnken statistical design was undertaken to determine which of the proceeding variables (and/or combination of variables) had a statistically significant effect on the change in the yield strength to tensile strength ratio.
The significant strain aging variables affecting the change in longitudinal yield strength to tensile strength ratio (Δ(Y/TS)) of UOE X70 pipeline steel are the C/Nb ratio (via the steel microstructure) and position through the wall thickness of the pipe (i.e. OD, ID and CL positions). The magnitude of change in Δ(Y/TS) during aging increases with increasing amounts of AF and with decreasing grain size. The former is attributed to a higher initial dislocation density. The aging response varies across the wall thickness, with the centreline position showing the lowest change in Δ(Y/TS). The effect of through thickness position on Δ(Y/TS) is attributed to both a difference in microstructure at different through thickness positions and the possible variation in plastic strain through the thickness of the pipe that occurs during the UOE forming process. Sample position relative to the weld had an effect on the Δ(Y/TS) ratio. The 180° pipe location exhibited a lower change in Δ(Y/TS) for similar aging temperature and times relative to the changes in Δ(Y/TS) at the 90° location. The difference is attributed to the difference in strain history at each location during the UOE forming process.
Footnotes
Acknowledgements
The authors thank the Natural Sciences and Engineering Research Council (NSERC) of Canada, EVRAZ N.A., Enbridge, TransCanada Pipelines, Alliance Pipelines and UT Quality for financial assistance.
Disclosure statement
No potential conflict of interest was reported by the authors.
