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Calibration Method To Assess The Accuracy of Measurement Devices Using The Theory of Uncertainty
Calibration Method To Assess The Accuracy of Measurement Devices Using The Theory of Uncertainty
Calibration Method To Assess The Accuracy of Measurement Devices Using The Theory of Uncertainty
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Oleksandr Vasilevskyi
Vinnytsia National Technical University
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Abstract. The development of evaluation methods for precision measurement and inter-verification interval
measurement for measurement devices based on the concept of the uncertainty of measurement is needed
in order to establish the timing of the next scheduled or unscheduled verification of the correspondence
of metrological characteristics to their standardised values. The definition of the timing (periodicity) of
the metrological verification of measurement devices as used in business or health care, while monitoring
environmental conditions and proving health and safety at work, is an urgent issue in scientific research,
upon which depends the quality of goods and services. A method of evaluating the accuracy of measure-
ments and the inter-verification interval for measurement devices is proposed, based on using international
standards guidelines for quality measurement. The calibration method for evaluating the inter-verification
interval of measurement devices was tested during the metrological certification of the measurement device
for the moment of inertia of electric motors.
accuracy must be tested during the metrological certifica- 3 Theoretical approach to the definition
tion of measurement device for the moment of inertia of of the inter-verification interval
electric motors.
of measurement means based
on the concept of the uncertainty
2 Analysis of the status of research of measurement
and publications
To determine the inter-verification interval of a measure-
The existing academic resources quite satisfactorily con- ment device based on the concept of measurement uncer-
sider separate theoretical approaches to evaluating and tainty, a theoretical approach is proposed below.
expressing uncertainty [1–5, 7] and the theoretical ap- Experimental evaluation of measurement uncertainty
proaches to determine intermediate verification (inter- in the lower and upper measurement range of a mea-
verification) intervals of measuring instruments based on surement device through digitized gradations, a series
the limits of metrological characteristics of instability. The of measurements must be conducted at the lower limits
leeway in metrological characteristics is based on the the- of measurement of the measuring device (minimum val-
ory of measurement error and the reliability of means ues standardised by measurement instruments) within the
without regard to the concept of uncertainty of measure- measurement range of the measuring device, and the up-
ment [6, 8–10]. Thus, to date, there is no approach to de- per limits of measurement of the measurement device (the
termining the inter-verification range of measuring instru- maximum value that is specified in the technical docu-
ments based on the theory of uncertainty of measurement. mentation). At the same time the input of the measuring
Therefore there is a need to develop mathematical tools to device must be sampled in the set of values of measure-
determine and define the inter-verification range of mea- ment signals that correspond to the specified measure-
suring instruments based on international standards for ment range in the technical documentation. Hence, exper-
evaluation characteristics of measurement accuracy – the imental research into the gradated limits of measurements
theory of uncertainty of measurement. may be performed using the methodology of sample mea-
We know that if it is possible to determine, at least to surements, sample signals, sample devices or comparison
an approximate degree, the average number of metrologi- methods. Based on the experimental data, the standard
cal failures q in the general stream of rejections of measur- uncertainty of type A for the lower limit of measurement
ing instruments, the estimated functional accuracy of mea- for measuring mid-range and upper limit of measurement
surements without measurement rejections PM (t) during may be determined using the equation as follows [1]:
the duration of operation t [6, 9] may be demonstrated
by [5, 6]: n 2
PM (t) = 1 − q (t) [1 − P (t)] , (xi,K − x̄K )
(1) i=1
uA (x̄K ) = , (2)
where P (t) is the probability of failure-free operation of (n − 1) n
the measuring device (technical reliability) for the time of
operation t. where xi,K is the quantity of values obtained in the Kth
If the average number of metrological failures q(t) can- group of observations according to the lower limit of mea-
not be determined, then PM (t) = P (t) should be used. surement within the measurement range, and the upper
We also know from the literature [6, 8–10] that key in- limit of measurement; K is the number of groups moni-
dicators that can be used to calculate the characteristics of tored in the gradated increments of range measurements;
metrological reliability are: the probability of failure-free x̄K is the mean value of each group of observations under
operation; the frequency of metrological failures; mean investigation; n is the number of measured values in the
time to first failure in metrology; the parameter flow of kth group of observations [1, 4, 5].
metrological failures; and time to first metrological failure. From the results obtained by formula (2) of the ex-
However, in the information on the means of measure- perimental standard uncertainties of type A, the largest
ment that are submitted for testing to provide type ap- value is set by as a maximum of the standard uncertainty
proval or metrological certification of the means of mea- of type A uA max (x̄), which is then used to determine the
surement, there is often no reliable information about the inter-verification interval of the measuring instruments.
instability of the metrological characteristics of the mea- The next stage in determining the inter-verification in-
surement means required for justifying the assignment terval of the measurement device is the evaluation of the
of an initial inter-verification interval for the measure- standard uncertainty of type B, which is determined by
ment instrument. In these cases, it is possible to estimate available information about the discarded remainder of
such intervals by using fixed values for the reliability pa- repeatable effects that in theory, together with a justi-
rameters as specified in the technical specifications and fied degree of certainty, can be manifested in the process
documentation for the measurement devices, or by using of measurement. In doing so, one should rely on informa-
analogue information on the inter-verification intervals, tion derived from prior measurements, acceptable working
followed by correction of operational values on the basis conditions for the means the measurement, the physical
of data on the frequency of usage and the measurement properties of the measured value, technical documenta-
conditions. tion data for the measurement device or means of reference
O.M. Vasilevskyi: Calibration method to assess the accuracy of measurements devices 403-p3
data [4,5]. After evaluating the theoretically possible com- where kP is the coverage coefficient, which is determined
ponents of standard uncertainties of type B, it is neces- by information on the confidence probability P , and the
sary to calculate the combined total standard uncertainty effective number of degrees of freedom νeff .
of type B ucB based on the known forms of representation The value of the confidence probability P is usually
of combined uncertainty [4]. stated in the specifications or technical manuals for a given
After calculating the total measurement uncertainty of means of measurement. If the technical documentation
type B, it is necessary to calculate the total uncertainty of does not specify a confidence probability, it is determined
the measurement result based on the maximum standard either experimentally or determined a priori [4, 6].
uncertainty of type A. The equation for calculating the The effective number of degrees of freedom is calcu-
total uncertainty of the measurement result in the absence lated by the Welch-Satterthwaite equation:
of correlation is [1]:
u4c (y)
νeff = (n − 1) 4. (7)
N
∂f 2 [uA max (x̄)]
uc (y) = u2 (xi ), (3)
∂xi On the basis of the confidence probability P and the effec-
i=1
tive number of degrees of freedom νeff from the Student
∂f table, the coverage coefficient kP is determined.
where ∂x i
= ci are the sensitivity coefficients for the equa- In the case that the effective number of degrees of free-
tion of transformation of measurement; u(xi ) is the stan- dom is greater than 30, νeff > 30, the coverage coefficient
dard uncertainty evaluated as type A where the maximum is assumed to be k0.9 = 1.64 when probability P = 0.9;
standard uncertainty of type A is uA max (x̄) according to k0.95 = 1.96 when P = 0.95; k0.99 = 2.58 when P = 0.99
type B. and k0.9973 = 3 when P = 0.9973.
If we assume that the coefficient of sensitivity to uncer- After setting the standardised value of the expanded
tainty of type A is 1, and the sensitivity coefficient stan- uncertainty of measurement under standard conditions, or
dard of uncertainty as estimated as type B is included in the total measurement uncertainty value, it is necessary
the calculation of the total uncertainty of type B, then to define an operational longevity t for the use of the mea-
equation (3) to estimate the total uncertainty of the mea- surement instrument. This may be defined on the basis of
surement result may be written as: information about the intensity of the exploitation of the
measurement means (number of working hours of opera-
uc (y) = [uA max (x̄)]2 + [ucB ]2 . (4) tion per day), and also by the mean time to failure of the
device or the stated value for operational duration to first
If there is a correlation between the input variables, the metrological failure.
equation for determining the total uncertainty of the mea- Having assigned certain standard values for the metro-
surement result will be: logical characteristics this device should be used or tested
under real applied conditions that differ from laboratory
benchmarking, such conditions under which the measur-
uc (y) =
ing device will actually be used.
N N −1
N
After lengthy trials of the measurement device, the
c2i u2 (xi ) + 2 ci cj u(xi )u(xj )r(xi , xj ), (5) total and summary expanded uncertainty is again calcu-
i=1 i=1 j=i+1 lated, based on the environmental conditions of actual use
on-site. In this case, the calculations take into account the
where working conditions of operation, using real values of am-
bient temperature and other conditions of measurement.
N
ij
Thus, we may calculate operational uncertainty values us-
(xil − x̄i ) (xjl − x̄j ) ing formulas (2)–(7). As a result of these calculations, op-
l=1
r (xi , xj ) =
erational values may be obtained for expanded uncertainty
N
ij N
ij
(xil − x̄i )2 (xjl − x̄j )2 of measurement for UE under operating conditions, which
l=1 l=1 is then used to specify the inter-verification interval of
measurement instruments.
the correlation coefficient. Based on the values of uncertainty of type A, stan-
After calculating the total uncertainty of the measure- dardised and theoretically possible expanded measure-
ment result, it is necessary to define the expanded mea- ment uncertainty and operational expanded uncertainty
surement of uncertainty, which is attributed to the mea- of the measurement under the assumption of symmetry of
suring methods as a standardised value, and noted in the the distribution of uncertainty, the first assessment of the
test report of the technical documentation for the mea- inter-verification interval of the measurement device T1
suring device. Expanded measurement uncertainty is ob- may be calculated using values of uncertainty as follows:
tained by multiplying the total uncertainty of the mea-
surement result by the coverage coefficient [1]: ln k2P −1 uUAEmax (x̄)
T1 = t , (8)
UN = kP uc (y), (6) ln kP uAUmax
N
(x̄)
403-p4 International Journal of Metrology and Quality Engineering
where k2P −1 is the coverage coefficient, corresponding con- free oscillations of the rotor of the electric motor; Mk is
fidence probability 2P −1, i.e. a probability value that cor- the torque at slip S = 1, which is described in the Kloss
responds to the probability of metrological serviceability equations [14, 15]; l is the length of the measuring lever; ξ
of the measurement device at the time of the definition of is the modulus of elasticity of the membrane of the effort
the inter-verification interval of the measurement device; sensor; h is the thickness of the membrane of the effort
where t is the operational longevity of the measurement sensor; e = 0.17; r is the radius of the membrane of the
device. effort sensor; C is the coefficient of rigidity of the mem-
The coverage coefficient ratio k2P −1 is determined brane of the effort sensor; Δδ is the standardised value
from the Student table based information about the con- of the absolute deviation of the measuring transducer; J
fidence probability 2P − 1 and the effective number of is the moment of inertia as measured; P is the damping
degrees of freedom νeff . coefficient; T0 is the duration of sample pulses, which fills
The second evaluation of the inter-verification interval the measuring period of the moment of inertia after the
T2 may be calculated by the formula: completion of the transition process (when electric motor
power is cut and torque is diminishing as Mk approaches
UE − k2P −1 uA max (x̄) zero) [13].
T2 = t . (9)
UN − kP uA max (x̄) The essence of the method of measurement is the pro-
duction of torque from the time that an electric motor is
Based on calculated values of inter-verification intervals connected to a power supply, which is described by the
T1 and T2 , an inter-verification interval is determined for Kloss formulae [14,15]. This production of torque through
a measurement device, which is assumed to be equal to the measuring lever that is on one side attached to the
the minimum value between the values of T1 and T2 , i.e.: rotor of the electric motor, and on the other side through
the effort sensor, which is an elastic element. As later the
T = min[T1 , T2 ]. (10) electric motor is disconnected from the power supply, the
resulting torque Mk is reduced to zero during the time in-
Thus, the proposed method of determining the inter-
terval T0 . As the rotor of the electric motor undergoes free
verification interval for the means of measurement permits
damped oscillations whose duration is due to the value of
the establishment or specification of an inter-verification
the moment of inertia of the rotor J, and the rigidity C
interval based on the concept of the uncertainty of mea-
of the effort sensor, then measuring the magnitude of the
surement. This method meets international requirements
torque and the time interval from the moment of power-
for evaluating the accuracy of measurements, adhering
down to zero and knowing the value of C of the rigidity
to international unity for measurement definitions and
of the effort sensor, it becomes possible to determine the
can be used in the metrological certification of measur-
value of the moment of inertia of the electric motor (11).
ing instruments.
So, for the metrological certification of the measure-
To verify the proposed theoretical statements used in
ment device to determine the moment of inertia of electric
calibration by a graduated method of determining inter-
motors, we need to set a fixed torque value Mk and then
verification intervals of a measuring means, based on the
in the self-braking mode of operation of the electric mo-
concept of uncertainty, we consider the calculation of
tor perform measurements of the moment of inertia. The
the inter-verification interval by taking the example of
sample moment Mexe is suggested as being that created
the metrological certification of a measurement device for
by using a sample set of weights. The equation to define
measuring the moment of inertia of electric motors.
the procedure for production of the sample torque is:
uAr = 1.04 × 10−3 mm, and with the technical specifi- standard experimental uncertainty of measurement by:
cation data on the sample means of measuring mass with
a maximum load of 1000 gm, it is known that the mass of
n
2
the weights may be measured with an absolute deviation
in measurement of Δm = 1 mg. The uncertainty of mass Ji,1 − J¯1
measurement if it is assumed that the absolute deviation uA J¯1 = i=1
is distributed evenly may be calculated by: n (n − 1)
Δm 10−3 g 21 2
(J − 7.046 × 10−3 )
uBm = √ = = 0.58 × 10−3 g. (13) i=1 i,1
3 1.73 =
21 × (21 − 1)
Thus, the total uncertainty in producing torque may be = 34.16 × 10−6 N m2 . (15)
calculated by the formula:
2 2 For calibration of a device to measure the moment of in-
∂Mexe ∂Mexe
uc (Mexe ) = u2Ar + u2Bm , (14) ertia in a different range, an asynchronous electric motor
∂R ∂m type AIR80A2 was used, having a nominal value of the
moment of inertia of J2 = 0.015 N m2 . To produce torque
where with slip S close to 1, the electric motor shaft must create
an exemplary torque that corresponds to Mk = 5 N m. To
∂Mexe produce torque on a disk of radius R which is fixed to the
= gmexe = 8.509 m s−2 kg
∂R shaft of the electric motor via string length l, the value of
the sample mass should equal mexe = 5104.273 g.
is the sensitivity coefficient dependent on the disk radius;
The total uncertainty in the production of a sam-
ple value of torque, which arises due to residual non-
∂Mexe incorporated systematic effects related to the limited ac-
= gR = 0.9796 m2 s−2
∂mexe curacy of measurement instruments of mass and the radius
of the disk, is as according to formula (14):
is the sensitivity coefficient dependent on the mass of a
sample weight.
∂Mexe
Substituting the calculated sensitivity coefficients and = gmexe = 50.056 m s−2 kg;
uncertainty in the formula (14), we obtain the value of the ∂R
total uncertainty of the production of the sample torque ∂Mexe
as uc1 (Mexe ) = 8.87 × 10−6 N m. = gR = 0.9796 m2 s−2 ;
∂mexe
After setting the sample torque in the manner de-
uc2 (Mexe ) = 5.21 × 10−5 N m.
scribed above, a series of measurements of the moments of
inertia is performed by using a device for the measurement
of the moment inertia of electric motors. The results of
measurements of moments of inertia are listed in Table 1. Having assigned sample values of the moments of inertia, a
series of measurements was made that is listed in Table 2.
Based on the results of measurements of moments of
inertia (Tab. 1), we may calculate the standard uncer- Substituting the experimental data as listed in Table 2,
tainty of type A by equation (2). Substituting the results we may calculate the standard uncertainty of type A of
of measurements in equation (2), we obtain a value for a the measurement of the moment of inertia of an electric
403-p6 International Journal of Metrology and Quality Engineering
motor (calibration uncertainty) by formula (2): Substituting the experimental data from Table 3 in
equation (2), we obtain the standard uncertainty of type
n
2 A measuring moment of inertia of the electric motor (cal-
Ji,2 − J¯2
ibration uncertainty), that is:
uA J¯2 = i=1
n (n − 1)
21 n
2
Ji,3 − J¯3
2
(J − 15.118 × 10−3 )
i=1 i,2 uA J¯3 = i=1
= n (n − 1)
21 × (21 − 1)
= 28.36 × 10−6 N m2 . (16) 21 2
(J − 4.226 × 10−3 )
i=1 i,3
For calibration of a device to measure the moment of in- =
ertia J3 = 0.0042 N m2 , an asynchronous electric motor 21 × (21 − 1)
type AIR56A2 was used. For this type of electric motor to = 35.72 × 10−6 N m2 . (17)
produce slip S close to 1, the electric motor must create
an exemplary torque that corresponds to Mk = 0.64 N m. The formula for determining the inter-verification interval
To produce torque on a disk of radius R which is fixed
of a measurement device incorporates the highest value,
to the shaft of the electric motor, the value of the sample maximum, experimental standard uncertainty of type A.
mass should equal mexe = 653.346 g. From the conducting of experimental research, it may be
The total uncertainty in the production of a sam-
shown that standard uncertainty of type A may reach its
ple value of torque, which arises due to residual non-
maximum value when the smallest moment of inertia is
incorporated systematic effects related to the limited ac- measured with the value of J¯3 = 0.0042 N m2 . Therefore,
curacy of measurement instruments of mass and the radius to assess the inter-verification interval of a measurement
of the disk, is as according to the formula (14):
device in subsequent calculations, we may use the maxi-
∂Mexe mum uncertainty of measurement of a moment of inertia
= gmexe = 6.407 m s2 kg; of type A equal to uA max (J¯3 ) = 35.72 × 10−6 N m2 .
∂R
∂Mexe To calculate the total and expanded uncertainty of
= gR = 0.9796 m2 s2 ;
∂mexe measurement, we should perform the evaluation of compo-
nents with uncertainty of type B, which are manifested by
uc3 (Mexe ) = 6.69 × 10−6 N m.
non-incorporated residual systematic effects and limited
The results of measuring the moment of inertia are pre- properties of the constituent elements of a measurement
sented in Table 3. means for the moment of inertia.
O.M. Vasilevskyi: Calibration method to assess the accuracy of measurements devices 403-p7
the electric motors is 3500 h, we define a calendar service tions of the operation of the measuring device is:
life of t, which equates to some 2 calendar years.
After prolonged use under real conditions using the UE = k2P −1 uce = 1.64 × 11.17 × 10−4
measurement device, we may now calculate the compo- = 1.83 × 10−3 N m2 . (27)
nents of uncertainty of type B.
These type B uncertainties result from: Based on the values of the standardised expanded uncer-
tainty that is theoretically possible, the expanded uncer-
– the presence of the consolidated errors of the effort tainty under real conditions UE (assuming a probability of
sensor, as calculated by (18) and being uB,s = 8.67 × metrological serviceability 2P −1 for the measurement de-
10−3 kg; vice) and the maximum measurement uncertainty of type
– the presence of the non-consolidated systematic effects A uA (J¯3 ), let us calculate the initial assessment of the
related to the limits of the ability to measure the mea- inter-verification interval T1 of the measurement device for
suring lever, as calculated by (19) and being equal to the moment of inertia of electric motors by formula (8),
uB,l = 5.77 × 10−6 m; based on experimental period time to first failure t = 2
– the presence of the response time of the analogue mi- years. The value of the first inter-verification interval cor-
crocontroller comparator to the appearance of the in- responds to:
put signal is calculated by formula (21) and is equal to
the same value calculated by uB,Δt = 0.14 × 10−6 s;
UE
– the deviation of the ambient temperature of the en- ln k ¯
2P −1 uA max (J3 )
vironment during testing when tv2 = 18 ◦ C from T1 = t
the temperature under normal conditions when tn = UÍ
ln k u ¯
P A max (J3 )
20 ◦ C, enables us to calculate through the tempera-
ture coefficient the change of frequency of the quartz
1.83×10−3
resonator (kt = ±1.5 × 10−6 /◦ C) by the formula: ln 1.64×35.72×10 −6
=2 ≈ 1.99 years. (28)
2.19×10−3
ln 1.96×35.72×10
|tv2 − tn | −6
uB,t2 = T0 √ kt
3
The second value of the inter-verification interval for a
|18 − 20|
= 0.05 × 10−6 × 1.5 × 10−6 measurement device for the moment of inertia of electric
1.73 motors T2 , is calculated by formula (9), and is:
= 8.67 × 10−14 s. (26)
UE − k2P −1 uA max J¯3
The value of combined measurement uncertainty of type T2 = t
UI´ − kP uA max J¯3
B, uBce , may be calculated by formula (23) taking into
account the calculated uncertainties of measurement of 1.83 × 10−3 − 1.64 × 35.72 × 10−6
type B after the testing of the measurement device for =2 = 1.67 years.
2.19 × 10−3 − 1.96 × 35.72 × 10−6
the moment of inertia in actual use. As a result, we may (29)
obtain the value of the combined standard uncertainty of
type B, which is uBce = 11.16 × 10−4 N m2 . Thus, the inter-verification interval for a measurement de-
Because the value of the combined measurement un- vice for the moment of inertia of electric motors according
certainty of type B remains unchanged, then the value of to formula (10) may be assumed to be equal to the mini-
the combined uncertainty of the measurement resulting mum values between T1 and T2 :
from real conditions remains as uce = 11.17 × 10−4 N m2 .
The effective number of degrees of freedom is deter- T = min[T1 , T2 ] = min[1.99, 1.67]
mined by (24) and is also equal to the previous value = 1.67 years = 20 months. (30)
νeff = 19 × 106 .
The coefficient of coverage k2P −1 , which corresponds The value of the inter-verification interval in months may
to the confidence probability 2P − 1, i.e. the probabil- best be chosen from a row of natural numbers: 0.25; 0.5;
ity value that corresponds to the probability of metro- 1 and 2; 3; 4; 5; 6; 7; 8; 9; 10; 11; 12; 15, 18; 21; 24; 30
logical serviceability of the measuring device under real and so on at 6-month intervals.
conditions where the technical reliability of the measur- So, as a result of the metrological certification of the
ing device is P = 0.95, and the probability of metrolog- measurement device for the moment of inertia of elec-
ical serviceability is thus 2P − 1 = 2 × 0.95 − 1 = 0.9, tric motors, the accuracy of the measurements of the
may be determined from the Student table for the effec- moment of inertia is based on the concept of uncer-
tive number of degrees of freedom where νeff > 30 and the tainty of measurement, the characteristics of which in-
probability of metrological serviceability measuring device clude the standard value of expanded uncertainty, which
under actual conditions is k2P −1 = 1.64. is 2.19 × 10−3 N m2 with probability P = 0.95 and the
When the coverage coefficient is k2P −1 = 1.64, the inter-verification interval of the measuring device which
value of the extended uncertainty UE under real condi- equals 20 months.
O.M. Vasilevskyi: Calibration method to assess the accuracy of measurements devices 403-p9