ILAC-G24-OIML D10 Edition 2007 (E)

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ACTIVITY 1.4
TRAININGS OF MOLDAC PERSONNEL INVOLVED IN
ACCREDITATION PROCESS INCLUDING THE ISSUE REGARDING THE
REQUIREMENTS OF THE NEW VERSIONS OF THE EA, IAF, ILAC
DOCUMENTS

ILAC-G24-OIML D10
Edition 2007 (E)
Giulia SURIANI

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

PREAMBLE
It is important to point out that:

It is not the responsibility of accreditation bodies to


teach laboratories how to run their business.
It is the responsibility of each individual laboratory to
choose to implement any or none of the methods
described in this Document based on its individual needs
and its individual assessment of risks.

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

PREAMBLE
It is important to point out that:

It is also the responsibility of the laboratory to evaluate


the effectiveness of the method it chooses to implement
and take responsibility for the consequences of the
decisions taken as a result of the method chosen.

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

PURPOSE
The purpose of this Document is to give laboratories,
particularly while setting up their calibration
system, guidance on how to determine calibration
intervals.
This Document identifies and describes
the methods that are available and known for the
evaluation of calibration intervals.

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Guidelines to the determination of calibration intervals of measuring instruments

INTRODUCTION
An important aspect for maintaining the capability
of a laboratory to produce traceable and reliable
measurement results is a determination of the
maximum period that should be permitted
between successive calibrations (recalibrations) of
the reference or working standards and measuring
instruments used.
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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

International Standard Requirements


ISO/IEC 17025: 2005

Clause 5.5.2: Calibration programs shall be


established for key quantities or values of the
instruments where these properties have a
significant effect on the results.

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International Standard Requirements


ISO/IEC 17025: 2005

Clause 5.5.8: "Whenever practicable, all equipment


under the control of the laboratory and
requiring calibration shall be labeled, coded, or
otherwise identified to indicate the status of
calibration, including the date when last calibrated
and the date or expiration criteria when
recalibration is due.
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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

Example of an internal label


( ACCREDIA RG-09 13.1.2)

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International Standard Requirements


ISO/IEC 17025: 2005

Clause 5.6.1: "All equipment used for tests and/or


calibrations, including equipment for subsidiary
measurements (e.g. for environmental conditions)
having a significant effect on the accuracy or
validity of the result of the test, calibration or
sampling shall be calibrated before being put into
service.
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International Standard Requirements


ISO/IEC 17025: 2005
Clause 5.6.1: The laboratory shall have an established program and
procedure for the calibration of its equipment.

Note: Such a program should include a system for


selecting, using, calibrating, checking, controlling and
maintaining measurement standards, reference
materials used as measurement standards, and
measuring and test equipment used to perform tests
and calibrations.
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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

Example of ACCREDIA-DT application form (DA-05


rev.04 7): information needed on calibration
intervals of reference standards and working
standards

DA-05 7

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International Standard Requirements


Requirements on calibration programs are also
confirmed in the CD1 ISO/IEC 17025

6.5.4 A calibration programme shall be established


for measuring equipment unless it has been
determined that the associated contribution of the
measuring equipment to the uncertainty of the
measurement result is negligible.

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International Standard Requirements


Requirements on calibration programs are also
confirmed in the CD1 ISO/IEC 17025

6.5.5 All measuring equipment under the control of


the laboratory and requiring calibration shall be
labelled, coded or otherwise identified to allow the
user of the equipment to readily identify the status
of calibration.

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International Standard Requirements


Requirements on calibration programs are also
confirmed in the CD1 ISO/IEC 17025

Case study:
ACCREDIA comments on CD1 ISO/IEC 17025

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

The general purpose of a periodic calibration is:

 to improve the estimation of the deviation


between a reference value and the value
obtained using a measuring instrument, and the
uncertainty in this deviation, at the time the
instrument is actually used;

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

The general purpose of a periodic calibration is:

 to reassure the uncertainty that can be achieved


with the measuring instrument;

 to confirm whether or not there has been any


alteration of the measuring instrument which
could introduce doubt about the results
delivered in the elapsed period.
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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

Decision process on calibration:

 When to do it?

 How often to do it?

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

Most important factors that can influence the


calibration interval:
uncertainty of measurement required or declared
by the laboratory;
risk of a measuring instrument exceeding the
limits of the maximum permissible error when in
use;
type of instrument;

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

Most important factors that can influence the


calibration interval:
cost of necessary correction measures when it is
found that the instrument was not appropriate
over a long period of time;
manufacturers recommendation;
extent and severity of use;
environmental conditions (climatic conditions,
vibration, ionizing radiation, etc.);

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

Most important factors that can influence the


calibration interval:
frequency of cross-checking against other
reference standards or measuring devices;
frequency and quality of intermediate checks in
the meantime;
transportation arrangements and risk; and
degree to which the serving personnel are
trained.
[..]
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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

2. Initial choice of calibration intervals


The initial decision in determining the calibration
interval is based on the following factors:
 the instrument manufacturers recommendation;
 expected extent and severity of use;
 the influence of the environment;
 the required uncertainty in measurement;
 maximum permissible errors (e.g. by legal
metrology authorities);

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

2. Initial choice of calibration intervals


The initial decision in determining the calibration
interval is based on the following factors:
 adjustment of (or change in) the individual
instrument;
 influence of the measured quantity (e.g. high
temperature effect on thermocouples); and
 pooled or published data about the same or
similar devices.

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

2. Initial choice of calibration intervals

The target is to the length of time the


instrument is likely to remain within
the maximum permissible error after
calibration.
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Guidelines to the determination of calibration intervals of measuring instruments

3. Methods of reviewing calibration intervals

The target is to optimize the balance


of risks and costs

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

3. Methods of reviewing calibration intervals


The reasons on reviewing calibration intervals
could be, for example:
instruments may be less reliable than
expected;
the usage may not be as anticipated;
it may be sufficient to carry out a limited
calibration of certain instruments instead of a
full calibration
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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

3. Methods of reviewing calibration intervals


The reasons on reviewing calibration intervals
could be, for example:
the drift determined by the recalibration of the
instruments may show that longer calibration
intervals may be possible without increasing
risks;
[..]

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 1: Automatic adjustment or staircase


(calendar-time)
Each time an instrument is calibrated on a routine
basis, the subsequent interval is extended if it is
found to be within e.g. 80 % of the maximum
permissible error that is required for measurement,
or reduced if it is found to be outside this
maximum permissible error.

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 1: Automatic adjustment or staircase


(calendar time)
Advantages:
 Rapid adjustment of intervals
 Easy to carry out with no clerical effort

Disadvantages:
X Instruments treated individually
X Difficult balanced workload
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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 2: Control chart (calendar-time)


Significant calibration points are chosen and the
results are plotted against time.
From these plots, both dispersion of results and
drift are calculated, the drift being either the mean
drift over one calibration interval, or in the case of
very stable instruments, the drift over several
intervals.
From these figures, the optimum interval may be
calculated.
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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 2: Control chart (calendar-time)


Advantages:
 Reliable
 Efficient

Disadvantages:
X Considerable knowledge of the law of variability
of the instrument;
X Difficult balanced workload
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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 3: In-use time

The calibration interval is expressed in hours of use,


rather than calendar months.
The instrument is fitted with an elapsed time
indicator and is returned for calibration when the
indicator reaches a specified value.

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 3: In-use time

Examples:
 Thermocouples used at extreme temperatures
 Dead weight tester for gas pressure
 Length gauges (i.e. instruments that may be
subject to mechanical wear).

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 3: In-use time

Advantages:
 The number of calibrations performed
and therefore the cost of calibration
varies directly with the length of time
that the instrument is used

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 3: In-use time


Disadvantages:
X it cannot be used with passive instruments (e.g.
attenuators) or standards (resistance,
capacitance,etc.);
X it should not be used when an instrument is
known to drift or deteriorate when on the shelf,
or when handled, or when subjected to a
number of short on-off cycles;
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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 3: In-use time

Disadvantages:
X the initial cost of the provision and installation of
suitable timers is high;
X Difficult balanced workload.

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 4: In service checking, or black-box


testing
Critical parameters are checked frequently by
portable calibration gear, or preferably, by a black
box made up specifically to check the selected
parameters.
If the instrument is found to be outside the
maximum permissible error by the black box, it is
returned for a full calibration.
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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 4: In service checking, or black-box


testing

Advantages:
 it provides maximum availability for the
instrument user
 is suitable for instruments geographically
separated from the calibration laboratory

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 4: In service checking, or black-box


testing

Disadvantages:
X Difficulty in deciding on the critical parameters
X Difficulty on designing the black box

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ILAC-G24 OIML D 10:


Guidelines to the determination of calibration intervals of measuring instruments

Method 4: In service checking, or black-box


testing

Examples:
 Density meters (resonance type);
 Pt-resistance thermometers;
 Dosimeters (source included);
 Sound level meters (source included).

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ILAC-G24 OIML D 10:
Guidelines to the determination of calibration intervals of measuring instruments

Method 5: Other statistical approaches


These methods are gaining more and more interest,
especially when used in combination with adequate
software tools.

References:
[X] Lepek, A.: Software for the prediction of measurement standards
NCSL International Conference, 2001

[X] Pau, L.F.: Priodicit des Calibrations


Ecole Nationale Suprieure des Tlcommunications, Paris, 1978
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Method Comparison
Method 1 Method 2 Method 3 Method 4 Method 5
stair control in use black others
case chart time box statistics
approaches

Reliabilty Medium High Medium High Medium

Effort of Low High Medium Low High


application
Work-load Medium Medium Bad Medium Bad
balanced
Applicability with Medium Low High High High
respect to
particular devices

Availiability of Medium Medium Medium High Medium


instruments
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Example of ACCREDIA-DT accepted calibration


intervals
INTERVALLO DI TARATURA (mesi)
TIPO DI STRUMENTO
Uso come campioni Uso come campioni
di riferimento di lavoro
Strumenti indicatori analogici 24 12
Strumenti indicatori numerali 12 6
Resistori campione 24 12
Condensatori campione 36 12
Induttori campione 36 12
Derivatori campione 24 6

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Example of ACCREDIA-DT recommended calibration


intervals
INTERVALLO DI TARATURA (mesi)
TIPO DI STRUMENTO
Uso come Uso come campioni
campioni di di lavoro
riferimento
Ponti (R-L-C) 24 12
Cassette di resistenza 12 3
Cassette di capacit 24 12
Cassette d'induttanza 24 12
Trasformatori di tensione 60 36
Trasformatori di corrente 60 36
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Example of ACCREDIA-DT recommended calibration


intervals
INTERVALLO DI TARATURA (mesi)
TIPO DI STRUMENTO
Uso come Uso come campioni
campioni di di lavoro
riferimento
Contatori di energia 24 6
Strumenti registratori - 6
Pirometri 12 6
Termocoppie 12 6
Termoresistenze 12 6

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Example of ACCREDIA-DT recommended calibration


intervals
INTERVALLO DI TARATURA (mesi)
TIPO DI STRUMENTO
Uso come Uso come
campioni di campioni
riferimento di lavoro
Blocchetti piano paralleli grado "00" 36 12
Blocchetti piano paralleli grado "0" 12 6
Micrometri (formato < 0,01 mm) 12 6
Micrometri (formato 0,01 mm) 6 3
Calibri a corsoio (formato < 0,1 mm) 12 6
Calibri a corsoio (formato 0,1 mm) 6 3

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Example of ACCREDIA-DT recommended calibration


intervals
INTERVALLO DI TARATURA (mesi)
TIPO DI STRUMENTO
Uso come campioni Uso come campioni
di riferimento di lavoro
Comparatori ad asta 24 12
Comparatori a leva 18 6
Trasduttori lineari 36 12
Masse di classe E2 12 6
Masse di classe F1 24 12
Strumenti per pesare non 12 6
automatici

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Case Studies:

GUIDE TO QUALITY IN ANALYTICAL CHEMISTRY


CITAC/Eurachem Guide APPENDIX B
Calibration intervals and Performance Checks

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Case Studies:

Calibration Guide
EURAMET cg-8
Version 2.1 (10/2011)

CALIBRATION OF THERMOCOUPLES
13 Recalibration

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