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3 Eurolab Dahlberg
3 Eurolab Dahlberg
(1) ISO 10012-1: 1992(E), Calibration – The set of operations which provides information so that adequate ad-
ISO 7500-1: 1999(E)
establish, under specified conditions, the re- justments can be made if required. Perform-
(2) ANSI/NCSL Z540-1,1997. lationship between values indicated by a ing a calibration does not always require an
Calibration – The set of measuring instrument or measuring system, adjustment.
operations, which establish,
under specified conditions,
or values represented by a material measure
the relationship between or a reference material, and the correspond- Uncertainty Static Calibration:
values indicated by a mea-
ing values of a quantity realized by a refer- Usc = v 0.052 + 0.252 + 0.042 + 0.022 +
suring instrument or measu-
ring system, and the corre- ence standard.(1) (2) 0.022 = 0.26%
sponding standard or (Root Sum Squared Method – RSS)
known values derived from
the standard.
The term Calibration has often been
associated with the act of making adjust-
(3) Standard Uncertainty
ments. When in fact the calibration process
express as one standard
deviation or one sigma.
Primary Force Proving Devices are cali- classification criteria for static force calibra-
brated in compliance with well documented tion of material testing machines.(7)
practices. Although many countries have
developed there own calibration/verification Environment is an important parameter
procedures, it is likely that most countries when calibrating testing machines. The tem-
will soon adopt ISO 376 as a common guide perature is very closely controlled in labora-
when calibrating force-proving devices. tories calibrating force-proving devices. ISO
Table 1, shows the parameters evaluated 376 requires that the laboratory temperature
during an ISO 376 calibration and associated to be maintained with in ±1 ºC.(8) The cali-
classification criteria. (6) bration is to be performed with in a tempera-
ture range of 18 ºC to 28 ºC. Adequate time
I believe that most countries will also be must also be allowed for the force-proving
adopting ISO 7500-1 as a guide when cali- device to attain a stable temperature. This
brating the static force indicating perfor- may take as long as an hour and can be
(6) ISO 376, Table 2.
mance of the testing machine. Table 2, assessed by monitoring the zero force indi- (7) ISO 7500-1, Table 2.
shows the measurement parameters and cation. (8) ISO 376, Section 6.4.3.
When these devices are used to calibrate I have not included Alignment as one of
material testing machines, the environment the uncertainty contributors related to cali-
that the testing machine operates in can be bration. Calibration technicians are normally
quite different. ISO 7500-1 requires that the trained to ensure proper axial alignment
temperature during machine calibration not when doing calibrations. Most systems
(9) ISO 7500-1, Section 6.4.2. vary more than ±2 ºC.(9) The calibration of would be difficult to fixture if alignment were
the testing machine shall be carried out at in such a condition that the calibration data
an ambient temperature between 10 ºC and would be significantly affected. The force-
35 ºC. Most force proving devices have proving device is rotated and data is ac-
temperature compensation gauges or meth- quired during calibration. The force-proving
ods for calculating the reference calibration device’s sensitivity to a normally experienced
adjustment due to temperature. out of alignment condition is included in the
combined uncertainty for the device. This is
When using dead weights, the force must why fixtures and studs used with force-prov-
be compensated for the local value of gravity ing devices, should be used when force-
and air buoyancy. I have not found any proving devices are being calibrated. I did
evidence that humidity has an effect when however experience a rare situation while
performing calibrations of material testing calibrating a universal testing machine. This
systems. However, if force proving devices was a testing machine in which the system
are not adequately sealed against humidity, force transducer is physically moved when
extended time exposure to high humidity switching from Tension to Compression
environments can cause bonding of force mode or the reverse. An amount of dirt
sensing gauges to degrade. and debris present on the mating surface
between the system crosshead and force
Process Repeatability is determined ex- transducer caused an out of alignment con-
perimentally by having a number of techni- dition resulting in a 2% shift in the sensitivity
cians perform calibrations with the same of the force indication device. Therefore it is
equipment. This can be done two ways. The important to inspect these mating surfaces
technicians can use the calibration equip- prior to performing a calibration.
ment to calibrate an artifact that simulates a
system or the technicians can calibrate and Many quality control programs require
actual testing machine. If the technicians cal- that «As-Found» calibration data be obtained
ibrate a testing machine, some of the vari- prior to making any changes to a testing
ance in the data will be due to the testing machine. This is good metrology practice
machine itself. This is difficult to assess. and can provide confidence in data and tests
Automated calibration systems help reduce performed between calibration intervals. On
the variance due to process repeatability. the other hand this practice can also uncover
evidence that materials or components have
been incorrectly tested. If As-Found calibra-
tion data is required, calibration data must
be recorded prior to cleaning or changing the
condition of the machine.
EUROLAB International Workshop: Investigation and Verification of Materials Testing Machines 25
Uncertainty Static Testing Machine: ern Material Testing Machines are dynamic
Ustm = v 0.22 + 0.22 = 0.28% to a certain degree. Tests that utilize dead-
weights for simple proof testing, are the
Resolution is often defined as one half exception.
the noise, with the lowest calibration force
applied, or one digit of a digital display, Most modern material testing machines
whichever is greater.(10) provide for some type of closed loop control (10) ASTM E4-99,
machine. This amount of error could be the system’s control circuit to automatically (11) ISO 7500-1 Section 6.1,
equal to the maximum value of the error re-adjust the system to maintain desired lev- ASTM E4-99 Section 1.1.
allowable specific to the required Testing els of force and or displacement. System
Machine Classification. I have chosen 0.2% performance is greatly influenced by many
because this is normally the largest amount factors related to closed loop operation. This
of error we would leave when recalibrating a process is occurring continually during a
Class 1 type, testing machine. This value test. Therefore, the changing physical para-
may be as large as ±1.0% for a Class 1 meters being applied to the specimen as the
machine. specimen’s physical characteristics change
cause the system to react producing a
Repeatability is included in the estimate dynamic response.
for Uncorrected Error. Repeatability may be
treated separately depending on the calibra- Does this mean that in order to have a
tion or evaluation procedures used. defined level of confidence in the data pro-
duced for any test requires a dynamic cali-
So far we have examined uncertainty bration or verification? Possibly. But before
contributors related only to the static calibra- anyone should under take such an involved
tion and static performance of the testing task, there are a number of other things that
machine. This is an important point. Often should be investigated.
this is where the uncertainty analysis ends.
Currently accepted Material Testing Machine
calibration /verification procedures(11) allow Testing Machine Uncertainty
for the calibration of the system at low forces During Use
with certified deadweights. This essentially
means that the force applying apparatus of The measurement uncertainty contribu-
the testing system need not be turned on or tors in the section have the potential of mak-
running during the calibration. This will pro- ing all calibration sources of measurement
vide for very stable and repeatable calibra- uncertainty insignificant. Keep in mind that
tion data, but will not reflect any real world sources of uncertainty are combined in the
application. The problem is that very few real RSS method. This results in added weight
world tests are purely static in nature. It is my for the major contributors. A material testing
opinion that most tests performed with mod- machine ill suited for a particular test can
26 EUROLAB International Workshop: Investigation and Verification of Materials Testing Machines
contribute errors in force measurement and sources. I have designated those error
application well in excess of all other com- sources for which I have no objective evi-
bined uncertainties related to the testing dence as Not Available (N/A).
machine’s use.
Uncertainty Testing Machine During Use:
I do not have data to provide representa- Utmdu = v0.042 + 0.12 + 0.52 + 0.12 +
tive uncertainty values for all listed error 0.012 + 0.12 = 0.53%
Environment
Source Uncertainty Distribution
Temperature .01% rectangular
Power Fluctuations N/A
Specimen Alignment
Source Uncertainty Distribution
Testing Machine and Grips N/A
Damage to the machine N/A
I have not included the uncertainty contri- The combined Testing Machine
bution values for Errors in reading displays or uncertainty can be expressed:
for Test Speed because I have included a CUtm = v Usc2 + Ustm2 + Utmdu2 or
fairly large value for resolution. Depending on CUtm = v 0.262 + 0.282 + 0.532 = 0.65%
the type of evaluation and testing being per-
formed, one of the other sources of resolu- Expanded Testing Machine Uncertainty
(12)
NIS 3003 Edition 8 May tion error may become the dominate contrib- (k = 2) (12) can be expressed:
1995, ANSI/NCSL
utor resulting in a value less than or greater EUtm = 2 x CUtm or
Z540-2-1997
than 0.5%. 2 x 0.65 = 1.3% for a confidence level
of 95%
EUROLAB International Workshop: Investigation and Verification of Materials Testing Machines 27
Resolution error can be due to noise, data Temperature during a test may be signifi-
acquisition capabilities, and or test speed. If cantly different than the temperature during
resolution is evaluated as a factor of noise calibration. An evaluation of the effect of
during test, the uncertainty contributor for this difference should be performed. Where
resolution determined from the static calibra- applicable, test results may be corrected
tion analysis need not be summed in the due to temperature differences. Temperature
total combined uncertainty value. See Test changes during the test may also affect the
Speed below for additional explanation. test results. These gradients should be
known and included in the uncertainty analy-
Stability can be affected by the number sis.
of servo-hydraulic systems on a single
hydraulic supply. It is fairly easy to know A typical load cell temperature coeffi-
when the pump does not have enough flow cients specification.(13) (13) Interface, Inc. 1200
this is when the system force device will With all potential sources of measure-
contain errors when indicating force. I have ment uncertainty in this section thus far,
included an amount of uncertainty for this round robin testing between different testing
contributor that would reflect a 5 ºC change machines and if possible between different
in temperature from the start of a test. laboratories using adequate reference mate-
rials can provide evidence that the combined
Power fluctuations may affect testing measurement uncertainty due to these con-
machine operation and data integrity. If the tributors are minimized and with in adequate
power source meets recommended manu- control limits.
facturer’s specifications, no value for mea-
surement uncertainty need be included for
this condition. Application and Procedural Errors
Errors in reading displays are quickly pre-travel before force was applied. The brit-
becoming a small source of measurement tle nature of the polycarbonate specimen
uncertainty due to modern computer con- resulted in a test duration that lasted only 0.2
trolled testing machines. I still on occasion second. There were two basic problems with
have situations where the customers are try- this test. The test engineer assumed that the
ing to determine a force or data point on a crosshead would be moving at the expected
stress-strain curve below the first one inch speed when the failure occurred. Specimen
increment on a 10 inch chart recorder. Often failure was defined as the peak force at
times the potential error related to this prac- which the component physically came apart.
tice is neither assessed nor included in an
uncertainty analysis. Errors can easily equal
± 0.5%.
Crosshead Speed Ramp
20
Test Speed The largest errors I have
Speed (in./min)
By examining the data shown in Table 3, data fast enough. Few systems are capable
a couple of important things are apparent. of sample rates sufficient to meet the
The data in the ∆ Force (N) column shows requirements of this testing protocol. The
the difference in force between sequentially best way to run this test and acquire data
acquired data points. The difference between with in the accuracy desired is to simply slow
the first two data points is 187 N and the the test down. When the test was slowed to
force between the last two data points prior 2 inches/minute the data acquired averaged
it specimen failure is 206 N. Because the -0.43% with a maximum error of -1.22%
force is increasing between each acquired based on 12 tested samples. This of course
data point, we know that the crosshead is would not provide the instantaneous move-
still accelerating to the desired test speed. ment the design engineers had originally
The next data point if the specimen had not wanted to simulate.
failed would likely have been approximately
216 N or 8.6% from the previous data point. The equipment used to validate the test-
The system reported the specimen failure at ing protocol consisted of a certified traceable
2507 N. The specimen could have failed any- high-speed data acquisition system capable
where with in an 8.6% window greater than of 100,000 samples per second with 16 bits
2507 N. Data from the reference device used of resolution. The data acquisition system
to prove these findings recorded an average was connected to a certified force-proving
error in the reported peak force at failure of device fixtured in the load train during the
-7.22% with a maximum error recorded at test. I wrote custom software to use with the
-19.47%. This was based on a population of system in order to acquire and present the
60 tested samples. results.
It is important to note that this test result- An interesting side note to this scenario
ed in errors that where conservative in is that the customer would probably never
nature. The actual peak forces required to have become aware of this problem if they
cause the specimen to fail were much had not purchased a new machine for testing
greater than the test results would indicate. in the laboratory. They planned to run the
Therefore related to safety and liability this same tests on both machines to increase
was an overly safe test. testing efficiency and found that the new
machine produced data quite different than
This system was not capable of perform- their older machine. While I was there, I test-
ing the test with in the expected design ed their older machine as well and found that
specifications. There are a couple of things the results from that machine were consider-
that could have been done in order to run ably worse than the new machine. We deter-
this test closer to the design criteria. In order mined that the older machine was sampling
for the crosshead to be moving at the at 50 samples per second where as the new
desired speed when the event occurs, the machine was sampling at 200 samples per
system needs sufficient time to overcome second. Errors in peak force indication for
ramp up conditions. This could be accom- the older machine averaged -35% with a
plished by designing fixtures that let the maximum error of -45%. Neither machine
crosshead move a distance prior to the was sampling fast enough to produce data
application of force on the specimen. In with in the desire specification.
order to acquire test data with in the desired
±5% specification, the system’s data acqui-
sition system would need to sample much
faster. The system had sufficient static reso-
lution but dynamically it could not acquire
EUROLAB International Workshop: Investigation and Verification of Materials Testing Machines 31
Expanded Uncertainty for the Test Results 5.) Keep the testing machine in optimal
(k = 2)(14): operating condition. Have your testing (14) NIS 3003, ANSI/NCSL
Z540-2-1997
EUtr = 2 x CUtr = 2.16% for a confidence machine on a scheduled maintenance
level of 95% program and have it serviced by trained
individuals.
Note: I have not included any value for
the uncertainty due to errors induced by 6.) Keep your testing machine in a calibrated
acceleration, system resonance, or other condition. Shorten calibration intervals
dynamically induced error sources. It is not based on historical calibration results
recommended that tests be performed where applicable.
when dynamically induce errors are present.
An evaluation of dynamically induced error
sources is beyond the scope of this paper.
32 EUROLAB International Workshop: Investigation and Verification of Materials Testing Machines
Bibliography