Morehouse. Edward Lane, Morehouse Instrument Company 1742 Sixth Ave York, PA PH: web: sales:

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1 Morehouse 1

2 Morehouse Edward Lane, Morehouse Instrument Company 1742 Sixth Ave York, PA PH: web: sales: 2

3 This presentation will cover the calibration procedure, as outlined in ASTM E74 This presentation will also cover, how the standard used to perform the calibration affects the combined uncertainty of the UUT (Unit Under Test) 3

4 Calibrations done in accordance with ASTM E74-13A Calibration Hierarchy and Uncertainty Analysis 4

5 Morehouse 5

6 6

7 By the end of this presentation, you should be able to Understand some of the ASTM E74-13a Standard Have the resources to calculate an expanded uncertainty for any device calibrated in accordance with ASTM E74-13a 7

8 A2LA Policy R205 - A2LA Policy on Measurement Uncertainty in Calibration A2LA Policy R205 states Every measurement uncertainty shall take into consideration the following standard contributors, even in the cases where they are determined to be insignificant, and documentation of the consideration shall be made: 8

9 These uncertainty contributors are : Repeatability (Type A) Resolution Reproducibility Reference Standard Uncertainty Reference Standard Stability Environmental Factors Calibrations done in accordance with ASTM E74-13a, will test for Repeatability, Resolution, and Reproducibility of the UUT. 9

10 Calibration is the comparison of an unknown (typically referred to as the Unit Under Test or UUT) to a device known within a certain error(typically referred to as the Calibration Standard or Reference Standard) for the purpose of characterizing the unknown Calibration Standards in regards to ASTM E74 are typically characterized as either Primary or Secondary Standards 10

11 Primary Force Standard a deadweight force applied directly without intervening mechanisms such as levers, hydraulic multipliers, or the like, whose mass has been determined by comparison with reference standards traceable to national standards of mass To be a classified as a primary standard the masses of the weights shall be determined within % of their values by comparison with reference standards traceable to national standards of mass 11

12 Require correction for the effects of Local Gravity Air Buoyancy Must be adjusted to within % or better (N.I.S.T weights are adjusted to within U = %, Morehouse U= %) Made from stable materials with good surface finish (Stainless Steel preferred material) 12

13 Secondary Force Standard an instrument or mechanism, the calibration of which has been established by comparison with primary force standards. In order to perform calibrations in accordance with ASTM E74 your force standard must be calibrated with primary standards 13

14 Secondary Force Standard Range of use limited by loading ranges established by the standard ASTM E74 Class AA Load Range for calibration of secondary standard load cells. This is found by multiplying the lower limit factor by 2000 (.05 %) 5:1 ratio ASTM E74 Class A Load Range for calibration of testing machine. This is found by multiplying the lower limit factor by 400 (.25 %) 4:1 ratio. Range of use cannot be less than the lowest applied force. Loading range cannot be less than 400 for Class A or 2000 for Class AA times the resolution. 14

15 Temperature Stabilization It is recommended that a device be kept in the area or lab where it is to be calibrated for the device to stabilize in the environment. A good rule of thumb is to allow 24 hours for temperature stabilization. Recommended Temperature is 23 degrees C Electrical Stabilization Depending on the equipment common practice is to allow minutes to warm up. Exercise the instrument to be calibrated. The instrument should be set up in the machine and exercised to the maximum force that is to be applied during the actual calibration. Typically we recommend 3-4 exercise cycles; most standards require a minimum of 2 exercise cycles. 15

16 At least 30 force applications are required (we typically recommend 3 runs of 11 or 33 force applications) At least 10 must be different forces and each force must be applied at least twice. Either 15 forces applied twice for 30 force applications or 11 forces applied 3 times for 33 force applications. There should be at least one calibration force for each 10% interval throughout the loading range and if the instrument is to be used below 10% of its capacity a low force should be applied. This low force must be greater than the resolution of the device multiplied by 400 for Class A or 2000 for Class AA devices 16

17 30 +points reduces standard measurement error 17

18 ASTM E74 requires that the temperature be monitored during calibration as close to the device as possible and that the temperature change not exceed +/- 1 degree C during calibration. Temperature corrections must be applied to non-compensated devices. Deflection generally increases by % for each 1 degree C increase in temperature. If the calibration laboratory is not operating at 23 degrees C they should make corrections by correcting the applied force accordingly. 18

19 Randomization of Loading Conditions Shift or rotate the UUT in the calibration machine before repeating any series of forces (suggestion is to rotate 0, 120 and 240 degrees) For Tension and Compression calibration, intersperse the loadings. Be sure to re-exercise the UUT prior to any change in setup. Zero Return during calibration - This is lab-dependent and it is recommended that no more than 5 forces be applied before return to zero. 19

20 Deflection calculation Methods Method B Deflection readings should be calculated as the difference between readings at the applied force and the average or interpolated zero force readings before and after the applied force readings. Method A Deflection readings are calculated as the difference between the deflection at the applied force and the initial deflection at zero force. 20

21 LOAD REVERSAL OR DESCENDING LOADING If a force measuring device is to be used to measure forces during decreasing load sequences, then it must be calibrated in this manner. Separate calibration curves can be used for Ascending values and Descending Values A combined curve may also be used though the STD DEV of the combined curve will be much higher than using separate curves. 21

22 Criteria for Use of Higher Degree Curve Fits Resolution must exceed 50,000 counts An F distribution test is used to determine the appropriate best degree of fit (instructions for this test can be found in the Annex A1 of the ASTM E74 Standard) The Standard deviation for the established curve fit is calculated as before using all the individual deflection values 22

23 Criteria for Lower Load Limit Uncertainty = 2.4 * STD DEV This corresponds to a 98.2 % Coverage Factor Based on Uncertainty or Resolution whichever is higher Class A 400 times the uncertainty or resolution Class AA 2000 times the uncertainty or resolution NOTE: Any instrument that is either modified or repaired should be recalibrated Recalibration is required for a permanent zero shift exceeding 1.0 % of full scale 23

24 Recalibration Interval Secondary Standards should be calibrated or verified annually to ensure that they do not change more than % over the loading range Instruments used as Class A devices (Typically used to calibrate testing machines) should be calibrated or verified annually to ensure that they do not change more than 0.16 % over the loading range. If the Calibration device is stable to within 0.16 % over the loading range then the calibration interval can be 2 years as long as the UUT continues to meet the stability criteria 24

25 Deviations from the fitted curve These are the differences between the fitted curve and the observed values Standard Deviation is the square root of the sum of all the deviations squared/nm-1 N = sample size, m = the degree of polynomial fit Calibration equation Deflection or Response = A0+A1(load)+A2(load)^2+ A5(load)^5 LLF is 2.4 times the standard deviation Class A range is 400 times the LLF. Class AA range is 2000 times the LLF. 25

26 Substitution of Electronic Instruments The indicating device used in the original calibration and the device to be substituted shall have been calibrated and the measurement uncertainty determined The uncertainty of each device shall be less than 1/3 of the uncertainty for the force measurement system. Excitation amplitude, wave form, and frequency shall be maintained Cable substitutions should be verified with a transducer simulator 26

27 Allow UUT to come to room temperature Warm up Instrumentation Select Test points Fixture UUT in Test Frame Exercise UUT 2-4 times Apply 1 st series of forces (Run1) Rotate the UUT 120 degrees if possible for run 2 Apply 2 nd series of forces (Run2) IF UUT IS COMPRESSION AND TENSION SWITCH TO OTHER MODE AFTER FINISHING RUN 2 AND EXERCISE AND REPEAT ABOVE STEPS Rotate the UUT another 120 degrees if possible for run 3 Apply 3rd series of forces (Run3) 27

28 Uncertainty BIPM/SI National Metrology Institute (NMI) Primary Reference Laboratory Morehouse Instrument Company Accredited Calibration Service Supplier Working Standards Instrument/Equipment Measurement Traceability: 1. Unbroken Chain of Comparisons 2. Measurement Uncertainty 3. Documented Procedure 4. Technical Competence 5. Realization of SI Units 6. Periodic Recalibration 7. Measurement Assurance 28

29 10,000 LBF LOAD CELL TYPE A UNCERTAINTY.5 LBF NMI Primary Standards Accredited Cal. Lab Working Standards Field Measurement NIST ( %) TOTAL TEST UNCERTAINTY LBF MOREHOUSE (0.001 %) TOTAL TEST UNCERTAINTY LBF SECONDARY STANDARDS (0.04 %) TOTAL TEST UNCERTAINTY LBF WORKING STANDARDS (0.1 %) TOTAL TEST UNCERTAINTY LBF FIELD MEASUREMENT (1 %) TOTAL TEST UNCERTAINTY LBF 29

30 BIPM/SI NMI Primary Standards Accredited Cal. Lab Working Standards Field Measurement N.I.S.T % MOREHOUSE % SECONDARY STANDARDS 0.04 % The further away from calibration by primary standards the larger the Overall Uncertainty will become 30

31 The next example will deal with an uncertainty analysis that is in the ASTM E74-13a standard as an appendix. Repeatability, Reproducibility, and Resolution are all accounted for in the ASTM E74 uncertainty or LLF (Lower Limit Factor). 31

32 We will gather some necessary information and run through a sample expanded uncertainty calibration. We will need the following: 1. Calibration Report for the Device 2. The uncertainty of the instrument(s) that were used to perform the calibration 3. Calibration History (if available) 4. Manufacturer s Specification Sheet 5. Error Sources, if known 6. Dissemination Error, if known 32

33 Type A Uncertainty To do a type A uncertainty analysis, information will be needed from the calibration report. The ASTM E74 LLF or Uncertainty from the report should be entered into the spreadsheet. In ASTM E74-13a, Uncertainty has been changed to LLF (Lower Limit Factor). 33

34 Type A and B uncertainty analysis COMPANY LOAD CELL MANUFACTURER SAMPLE MOREHOUSE ENTER LOAD CELL S/N P-7768 YOUR CAPACITY LBF CALIBRATION ASTM E74 Uncertainty for K= LBF INFORMATION THE LOWEST FORCE AT WHICH THE SECONDARY STANDARD WILL BE USED 1000 LBF IN PRIMARY FORCE CALIBRATION STANDARD UNCERTAINTY K= % HIGHLIGHTED PRIMARY ELECTRICAL CALIBRATION STANDARD UNCERTAINTY K=1 (IF APPLICABLE) COLUMNS CAL DATE 10/27/2010 Using the Excel sheet available at content/uploads/2013/11/type-a-and-b-uncertainty-analysis- ASTM-E74-1.xls We will enter the load cell S/N, Capacity, ASTM Uncertainty which was.237 LBF, Lowest force the standard will be used, and the Uncertainty of the standard used to perform the calibration at k=1. 34

35 Type A and B uncertainty analysis COMPANY LOAD CELL MANUFACTURER SAMPLE MOREHOUSE ENTER LOAD CELL S/N P-7768 YOUR CAPACITY LBF CALIBRATION ASTM E74 Uncertainty for K= LBF INFORMATION THE LOWEST FORCE AT WHICH THE SECONDARY STANDARD WILL BE USED 1000 LBF IN PRIMARY FORCE CALIBRATION STANDARD UNCERTAINTY K= % HIGHLIGHTED PRIMARY ELECTRICAL CALIBRATION STANDARD UNCERTAINTY K=1 (IF APPLICABLE) COLUMNS CAL DATE 10/27/2010 The uncertainty of the standard or standards that were used to perform the calibration should be found somewhere on the certificate of calibration with a coverage factor. This coverage factor is typically 2, so you will need to reduce this to k=1. 35

36 Type A Uncertainty % Uncertainty Description Uncertainty Distribution Divisor Standard Uncertainty Squared ASTM E74 Uncertainty % at the lowest calibration force to be used % normal E E-09 Combined Type A Uncertainty 9.88E E-09 The information from the ASTM E74 report is your Type A uncertainty. To get this, we are dividing the uncertainty or LLF by the lowest force this instrument is going to be used at. Then we divide by 2.4 the ASTM E74 coverage factor to reduce this to the uncertainty or LLF at k=1 (above). 36

37 Type B Uncertainty % Uncertainty Description Uncertainty Distribution Divisor Degrees of Standard Freedom Uncertainty Squared % Contribution u^4/df PRIMARY OR SECONDARY CALIBRATION STANDARD UNCERTAINTY 0.001% normal E E % E-24 PRIMARY ELECTRICAL CALIBRATION STANDARD UNCERTAINTY (IF APPLICABLE) 0.000% normal E E % E+0 STABILITY OF THE SECONDARY STANDARD OVER TIME 0.005% rectangular E E % 6.95E-21 TEMPERATURE ERROR +/- FROM INSTRUMENT SPEC SHEET % rectangular E E % E-24 POTENTIAL ERROR SOURCES IF KNOWN (MISALIGNMENT ETC) 0.005% rectangular E E % 6.95E-21 DISSEMINATION ERROR (FOR CALIBRATION LABORATORIES) 0.005% rectangular E E % 6.95E-21 Combined Uncertainty 1.04E E % 36.79E-15 Next, we will be looking at the type B uncertainty. If the system was calibrated in accordance with ASTM E74 and consisted of a meter and load cell, then we will treat the ASTM E74 uncertainty or LLF as a system uncertainty, and there would not be a need to look at the Electrical Calibration Standard Uncertainty. 37

38 PRIMARY OR SECONDARY CALIBRATION STANDARD UNCERTAINTY 0.001% normal PRIMARY ELECTRICAL CALIBRATION STANDARD UNCERTAINTY (IF APPLICABLE) 0.000% normal The first type B uncertainty component to examine is the uncertainty of the standards used to perform the calibration. The can usually be found on the calibration laboratory s scope of accreditation. In this example, the load cell was sent in with an indicator, so we will only consider the Primary Force Standard Uncertainty, which was dead weight with an uncertainty of 0.001% for K=1. 38

39 STABILITY OF THE SECONDARY FORCE STANDARD OVER TIME 0.005% rectangular E E-10 This can be determined by comparing the previous calibration with the current calibration. The # to be used should be the number of the lowest calibration force that will be used for calibration. If you do not have any previous calibration data, then the suggestion would be to contact the manufacturer or use a conservative number based on similar systems. 39

40 Calibration History can be found from taking the difference from one calibration to the next, or looking at several calibrations, if available. In this example, I would opt to use the % change of %. This is the highest % change throughout the loading range. 40

41 A less conservative way to approach change from previous would be to take the Standard Deviation of all of the change from previous numbers. 41

42 UNCERTAINTY EXAMPLE Creep Error (OPTIONAL) CREEP ERROR FOUND ON LOAD CELL SPEC SHEET 0.002% rectangular E E-11 Creep error This can usually be found on the manufacturer s spec sheet, and is usually % reading for 20 minutes. Since we typically hold the force for around 30 seconds when performing the calibration, the creep error is much lower. If the end user replicates holding the force for 30 seconds, then the creep error of the system should be better than % or non existent if the end user is applying force for the same amount of time. A creep test can be performed and is included in the new ASTM revision for those using method A. 42

43 MISALIGNMENT ERROR (SEE ASTM E1012) AND/OR SIDE LOAD SENSITIVITY FROM LOAD CELL SPEC SHEET 0.005% rectangular E E-10 A well aligned calibration machine may demonstrate bending less than 2 %. The % can usually be found on the load cell spec sheet under Side Load Sensitivity. Note: If using a Morehouse UCM and Morehouse Ultra Precision Load Cell the Morehouse press will transfer the force applied to the load cell at an angle of no more than 1/16 th inch measured off centerline of the load cell. (This number is usually 0.05 % *.0625 =.003%) 43

44 DISSEMINATION ERROR (FOR CALIBRATION LABORATORIES) 0.005% rectangular E E-10 Dissemination Error Assuming we have compared results with primary standards accurate to % of applied force, and we achieved actual measurement results comparing 2 standards, each calibrated with primary standards against one another that suggested our measurements to be within %, we will use this number for Dissemination Error. 44

45 TEMPERATURE ERROR +/- FROM LOAD CELL SPEC SHEET % rectangular E E-11 Temperature Error - This is found from the load cell spec sheet. It is usually in terms of % of reading/100 per degree F or C. This number should then be multiplied by the maximum temperature difference from the temperature at which the calibration was performed. If the manufacturer s spec sheet suggests.0015 % per degree C and you are operating within +/- 1 degree, then use this number. If you are +/- 2 Degrees C, then use.003 %. 45

46 COMPANY TRANSDUCER MANUFACTURER TRANSDUCER S/N ENTER P-7768 YOUR CAPACITY LBF CALIBRATION ASTM E74 LLF for K= LBF INFORMATION THE LOWEST FORCE OR TORQUE POINT USED IN THE LOADING RANGE 1000 LBF IN PRIMARY FORCE CALIBRATION STANDARD UNCERTAINTY K= % HIGHLIGHTED PRIMARY ELECTRICAL CALIBRATION STANDARD UNCERTAINTY K=1 (IF APPLICABLE) CAL DATE Type A and B uncertainty analysis For ASTM E74 Calibrations MOREHOUSE MOREOUSE CALCULATED VALUES TRANSDUCER UNCERTAINTY IN % FOR FULL SCALE K= % TRANSDUCER UNCERTAINTY IN % FOR FULL SCALE K= % TRANSDUCER UNCERTAINTY IN % FOR LOWEST FORCE APPLIED K = % TRANSDUCERUNCERTAINTY IN % FOR LOWEST FORCE APPLIED K = % 2/11/14 Type A Uncertainty % COLUMNS Degrees of Standard Uncertainty Description Uncertainty Distribution Divisor Squared % Contribution u^4/df Freedom Uncertainty ASTM E74 OR E2428 LLF % at the lowest calibration force or torque to be used % normal E E % 2.97E-18 Combined Type A Uncertainty 98.75E E E E-18 Type B Uncertainty % Uncertainty Description Uncertainty Distribution Divisor Degrees of Standard Freedom Uncertainty Squared % Contribution u^4/df PRIMARY OR SECONDARY CALIBRATION STANDARD UNCERTAINTY 0.001% normal E E % E-24 PRIMARY ELECTRICAL CALIBRATION STANDARD UNCERTAINTY (IF APPLICABLE) 0.000% normal E E % E+0 STABILITY OF THE SECONDARY STANDARD OVER TIME 0.005% rectangular E E % 6.95E-21 TEMPERATURE ERROR +/- FROM INSTRUMENT SPEC SHEET % rectangular E E % 56.26E-24 POTENTIAL ERROR SOURCES IF KNOWN (MISALIGNMENT ETC) 0.005% rectangular E E % 6.95E-21 DISSEMINATION ERROR (FOR CALIBRATION LABORATORIES) 0.005% rectangular E E % 6.95E-21 Combined Uncertainty E E % 2.99E-18 Effective Degrees of Freedom Coverage Factor (k) = Expanded Uncertainty E-6 Review of everything we entered 46

47 MOREOUSE LBF SERIAL NO P-7768 % Force Applied COMBINED UNCERTAINTY FOR K= % % LBF 10.00% % LBF 20.00% % LBF 30.00% % LBF 40.00% % LBF 50.00% % LBF 60.00% % LBF 70.00% % LBF 80.00% % LBF 90.00% % LBF % % LBF Summary After all the data has been entered, the Big U or Expanded Uncertainty for this 10K load cell that had an ASTM E74 uncertainty or LLF of.237 LBF (K=2.4) is now % and LBF for K=2 at full scale capacity. 47

48 This example is just a guideline for calculating expanded uncertainty. The actual uncertainty components in your system may vary. 48