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Metrology Forum : Basics

Terminology

On this page we offer explanations for some of the arcane language that is often used in 'Calibration'. You may wish to remind yourself of the reasons that calibration is important.

Traceability
The simple concept behind calibration is that measuring equipment should be tested against a standard of higher accuracy. For any parameter/range we should be able to illustrate this type of hierarchical relationship:-
National Standard.......................... Accurate to 0.002%
Calibration Laboratory........................................0.01 %
Company "Master" Item......................................0.07 %
Company Production Equipment........................1.0 %
Produced Product.............................................10.0 %

Of course, these calibrations need to be done on a planned, periodic basis with evidence of the comparison results maintained. This record must include identification of the specific standards used (which must be within their assigned calibration interval) and some means of knowing the method used and other test conditions. By examining these records, it should be possible to demonstrate an unbroken chain of comparisons that ends at the agency responsible for maintaining and developing a country's measurement standards (now generically known as a  national metrology institute). This demonstrable linkage to national standards, with known accuracy, represents 'traceability'.

In fact, it doesn't stop there because these laboratories routinely undertake international comparisons which help to establish worldwide consensus on the accepted value of the fundamental measurement units - without which, there would be little confidence in, for instance, successfully mating a 10 mm screw manufactured in one country with a 10 mm nut produced in another!
Periodicity

This refers to the calibration interval assigned to an item of equipment -- examples could be 3 months or perhaps 2 years. An alternative way of expressing this is the calibration cycle, usually how many calibrations are required per year. Equipment used in any metrological situation must have known accuracy; that is, a specification assigned by the manufacturer or by the user. Since the performance of pretty much everything on Earth degrades with time, or use (or potential abuse), the expected accuracy must relate to a given period.

Characterization

Calibration can be just determination of attributes or characteristics or include realignment to nominal (within certain limits, or specs.). Characterization is most often associated with parameters which are not specified or for those which, by the use of measurement data, enable the user to enhance his own measurement accuracy. Such data must be accompanied with uncertainty information to be valuable to the user wishing to qualify his own test accuracy.

Uncertainty

Despite what some suppliers may often claim, no measurement can be guaranteed to be perfect! An uncertainty is a figure of merit associated with the actual measured value; the boundary limits within which the 'true' value lies. Contributors to this "potential for inaccuracy" include the performance of the equipment used to make the measurement, the test process or technique itself and environmental effects. Additional imprecision may result from behavior of the phenomenon or item being measured. A skilled metrologist will assess and combine these various components in an uncertainty budget. To prove that a product complies with specification (or doesn't), the uncertainty must be less than the unknown's specification.

Test Accuracy Ratio

It's generally considered good practice to use test equipment and techniques whose combined uncertainty is 3 to 10 times smaller than the specification of the unit under test -- see concept of traceability -- which represents the test accuracy ratio: i.e. TAR = Spec/Unc.

Of course, the higher the TAR the better, but higher performance test gear or extended test times for averaging, for instance, costs more and the pursuit of an excessively high TAR is cautioned against.

Guardband

Particularly employed when TARs are low, this is a safety margin having the purpose of tightening an acceptance (pass) limit when testing a specified product. The guardband limit might, simplistically, be set at a point equal to the specification minus the uncertainty but is often 'tuned' to recreate the same confidence that would result from using a 4:1 TAR with the acceptance point set at the spec. limits. Guardbands are also employed in manufacturing where routine testing may only be a subset of the product's full (customer) spec. in extent or environment, yet assurance of compliant shipments is desired.

Associated Topics

Certification, registration, approval, accreditation, assessment, compliance, conformance -- they all mean the same thing, right? Wrong! There are some particular words that should be used in relation to conformity assessment.

Thumb through any instrument specification and you are presented with a whole host of technical terms describing the product's capability. There are some basic ones which are often misunderstood, though -- accuracy, precision, resolution and sensitivity spring to mind -- so we've devoted a separate page to explain specifications.

After working so hard on your study of the "Language of Measurement", you deserve a period of relaxation while you consider the language itself !

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