EURAMET Cg-4 V 2.0 Uncertainty of Force Measurements
EURAMET Cg-4 V 2.0 Uncertainty of Force Measurements
EURAMET Cg-4 V 2.0 Uncertainty of Force Measurements
EURAMET cg-4
Version 2.0 (03/2011)
Previously EA-10/04
Calibration Guide
EURAMET cg-4
Version 2.0 (03/2011)
Purpose
This document has been produced to enhance the equivalence and mutual recognition of calibration results
obtained by laboratories performing calibrations in the field of force.
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This document was developed by the EURAMET e.V., Technical Committee for Mass and Related Quantities.
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ISBN 978-3-942992-03-9
Guidance Publications
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recommendations presented in this document laboratories can produce calibration results that can be recognized
and accepted throughout Europe. The approaches taken are not mandatory and are for the guidance of calibration
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Calibration Guide
EURAMET cg-4
Version 2.0 (03/2011)
Contents
1 Introduction ............................................................................................................................................ 1
2 Scope ..................................................................................................................................................... 1
3 Symbols and abbreviations....................................................................................................................... 2
4 National force standard machines ............................................................................................................. 4
4.1 Deadweight force standard machines .............................................................................................. 4
4.2 Hydraulic amplification force standard machines .............................................................................. 5
4.3 Lever amplification force standard machines .................................................................................... 5
4.4 Multiple transducer system force standard machines ........................................................................ 6
5 Force calibration machines ....................................................................................................................... 6
5.1 Types of force calibration machine .................................................................................................. 6
5.2 Determination of the machine’s CMC ............................................................................................... 7
6 Force transducers .................................................................................................................................. 10
6.1 Determination of the ISO 376 calibration uncertainty ..................................................................... 11
6.2 Determination of uncertainty of other calibration procedures .......................................................... 14
7 Industrial force measurements ............................................................................................................... 15
7.1 Uncertainty contributions to be considered .................................................................................... 15
7.2 Calibration of testing machines to ISO 7500-1 ............................................................................... 17
7.3 Other industrial force measurement applications ............................................................................ 18
8 References and further reading .............................................................................................................. 18
8.1 References .................................................................................................................................. 18
8.2 Further reading ............................................................................................................................ 19
Calibration Guide
EURAMET cg-4
Version 2.0 (03/2011)
1 Introduction
In a wide range of industrial applications, there is the need to measure a tensile or compressive force. These
applications range from materials testing to industrial weighing, and from engine thrust measurement to the
proof loading of bridge bearings. In each application, there will be an uncertainty requirement on the force
measurement – the equipment used to make the measurement must be traceable to a realisation of the SI
unit of force (the newton) within this required uncertainty.
The situation may vary slightly from country to country, but this document is based on a country having one
national metrology institute (NMI) realising the newton in a number of national force standard machines,
and a number of calibration laboratories, generally accredited by their national accreditation body, using
force calibration machines to calibrate force-measuring instruments. These instruments may then be used
either to measure forces directly or to calibrate industrial force-generating equipment, such as tensile testing
machines.
The force calibration machines will generally be traceable to the national force standard machines via
comparisons using precision force transducers – and the accredited calibration and measurement capability
(CMC) of the calibration laboratory will be based on the results of these comparisons.
Calibration of force-measuring instruments in the force calibration machines will generally be carried out in
accordance with a documented procedure, such as ISO 376 [1], and the uncertainty of the calibration results
will be dependent on the machine’s CMC, as well as on the performance of the instrument during the
calibration.
Similarly, the uncertainty of the calibration of the industrial force-generating equipment will be partly
dependent on the uncertainty arising from the force-measuring instrument, and the uncertainty of any
subsequent force measurements will depend in part on the uncertainty associated with the force-generating
equipment.
It can be seen that the uncertainty of the final force measurement is dependent on all of the previous
traceability stages, and this document aims to give guidance on how to estimate all of these contributions.
The above traceability situation strictly covers only static force measurement, whereas a significant number
of industrial force measurement applications, such as fatigue and impact testing, are dynamic in nature –
additional uncertainty considerations need to be made when dealing with such measurement areas.
2 Scope
The scope of this document is to give guidance on the estimation of force measurement uncertainty in a
range of different areas, namely:
• uncertainty of forces generated by national force standard machines
• uncertainty of forces generated by force calibration machines (i.e. determination of CMC)
• uncertainty of forces measured by force-measuring instruments
• uncertainty of forces generated by industrial force-generating equipment
In each of these cases, the uncertainty determination is based on two major components – the uncertainty
obtained during the calibration of the equipment and the uncertainty resulting from the equipment’s
subsequent use.
δr sum of squared deviations between mean deflection and calculated value (mV·V-1)2
∆ dd decremental relative deviation between reference value and value obtained in force -
calibration machine
∆ di incremental relative deviation between reference value and value obtained in force -
calibration machine
∆dmax absolute value of maximum relative deviation between reference value and value -
obtained in force calibration machine
∆T range of temperature during calibration °C
ρa density of air kg·m-3
ρm density of weight kg·m-3
σF standard deviation of force N
σg standard deviation of acceleration due to gravity m·s-2
σm standard deviation of mass kg
σρa standard deviation of density of air kg·m-3
σρm standard deviation of density of weight kg·m-3
F = mg (1 − ρ a ρ m ) (1)
The uncertainties in the four variables on the right-hand side of this equation can be combined to determine
the uncertainty in the calculated value of force (where σx is the standard deviation associated with variable
x):
(σ F ((
F )2 = (σ m m )2 + (σ g g )2 + (ρ a ρ m )2 × σ ρm ρ m )2 + (σ ρ a
ρa )2 ) (2)
The uncertainty associated with each of the variables should take into account its variation over time – air
density and gravitational acceleration will vary throughout any given day, whereas the mass value is likely to
be subject to longer-term drift, caused by wear, contamination, and surface stability.
In the case where the true mass value of the weight is not known, but its conventional mass value mc is (i.e.
the mass of a weight of density 8 000 kg·m-3 which will balance it in air of density 1.2 kg·m-3) – the
conventional mass is normally the value given on a mass calibration certificate – these two equations are
amended as follows:
and
(σ F (
F )2 = σ m c m c )2 + (σ g g )2 + ((1.2 − ρ a ) ρ m )2 × ((σ ρ m
ρm )2 + (σ ρ (1.2 − ρ a ))2 )
a
(4)
The uncertainty budget for the machine also needs to consider possible force-generating mechanisms other
than gravity and air buoyancy, including magnetic, electrostatic, and aerodynamic effects.
For machines in which the applied force is not a pure deadweight – where, for example, the weight of the
loading frame is tared off with a lever and counterweight, or the scalepan is stabilised with a guidance
system – the effect of any frictional or unbalanced forces needs to be additionally incorporated within the
uncertainty budget, at each force within the machine’s range.
The ability of the machine to hold the force transducer at the correct alignment – i.e. with its measuring axis
vertical and concentric to the applied force – at each applied force will have an effect on the magnitude of
the force vector applied to the transducer’s measuring axis, and this should also be included in the
uncertainty budget. Other machine-specific characteristics, such as compression platen stiffness and side
force generation, may also affect transducer output (this will depend on the transducer’s sensitivity to such
effects) but do not contribute to the uncertainty of the applied force along the transducer’s measuring axis –
and this is the uncertainty to which an NMI’s CMC value refers.
It is clear that there are two distinct traceability paths for the forces generated by the force calibration
machine, and the method for assessment of the associated uncertainties and CMC depend on the chosen
method:
Traceability Path A: The force calibration machine derives its traceability directly from transfer standards
calibrated in national force standard machines
The recommended method to determine the CMC for machines with this traceability path is given in section 5.2.
Step 1 - Determination of the uncertainty of the force generated by the national force standard
machine
The expanded relative uncertainty, Wnfsm, with which the unit of force is realised by a typical national force
standard machine is calculated following the guidance in section 4 – typical values are given in Table 5.2.
where Xi are the deflections indicated by the force transducer in the different rotational positions.
The relative variance of the mean deflection is
n
1
w 2 (X ) =
n (n − 1)
× ∑
i
((X i − X ) X )
=1
2
(7)
Alternatively, if the number of rotational positions is high enough (n > 3) and they are at equally distributed
orientations, the relative variance of the mean deflection can be derived from the residuals of a sinusoidal fit
of mean deflection against orientation.
The combined relative standard uncertainty of the value of force indicated by the transfer standard w(Kts)
and its relative expanded uncertainty Wts can be determined by the following equations:
w (K ts ) = w 2 ( X ) + w 2 (F nfsm ) (8)
W ts = k × w (K ts ) (9)
where k is the coverage factor required to give a confidence level of 95 % - this value will depend on the
relative Type A and Type B uncertainty contributions, and can be calculated using the Welch-Satterthwaite
equation.
W rv = k × w 2 (K ts ) + w 2 (D ) (11)
Table 5.2 shows typical examples of the expanded relative uncertainty of reference values of four different
qualities of force transfer standards in relation to some different types of force standard machines. The
transfer standards with the lowest relative uncertainty achievable to date, as shown in column 2, are the
force transducers for the range between 100 kN and 500 kN. For the range below 2 kN (column 3), it can be
very difficult to find transfer standards of low relative uncertainty. If the force standard machines are not
deadweight machines, the uncertainties of the transfer standards may be less important, as shown in
After the completion of the calibration of the force calibration machine, its calibration and measurement
capability in relative terms may be determined using the following two steps. This calculation is based on the
assumption that the force transducer to be calibrated will not introduce further significant components of
uncertainty.
n
1
w 2 (d fcm ) = ∑ ((X fcm _ i − X fcm ) X fcm )2 + w corr
2
(12)
(n − 1) i =1
where Xfcm_i are the individual deflections obtained at n rotational positions and Xfcm is the mean deflection,
at each calibration force. It should be noted that the standard deviation value used is that of the sample
rather than the mean, as the uncertainty estimation needs to take account of how individual applications of
force may vary, rather than the uncertainty associated with their mean value (in contrast to the case in
equation (7) with the estimation of the uncertainty associated with the reference value).
In the calculation for comparator type machines, two additional uncertainty components - the calibration
uncertainty wref_tra of the reference force transducer and its estimated long-term instability wref_instab - must
be considered and applied in the following equation:
Table 5.3 finally shows the typical overall results of the calibration and measurement capability for different
types of force calibration machines, assuming that corrections have not been made. The relative uncertainty
of the reference force transducer can be calculated using the procedures given in sections 6 and 7. The
long-term instability of the reference force transducer is to be determined from previous calibrations or by
estimations.
Table 5.3: Examples of the calibration and measurement capability W CMC for different force
calibration machines
6 Force transducers
This section deals with the uncertainty associated with the results of the calibration of a force transducer in
a force calibration machine. Many force transducers are calibrated in accordance with ISO 376, as this is the
force traceability route specified in ISO materials testing standards, such as ISO 7500-1 [6] (calibration of
uniaxial testing machines) and ISO 6508-2 (calibration of Rockwell hardness testing machines) – Section 6.1
8
wc = ∑
i
wi
=1
2
and W = k × w c (15)
where:
w1 = relative standard uncertainty associated with applied calibration force
w2 = relative standard uncertainty associated with reproducibility of calibration results
w 3 = relative standard uncertainty associated with repeatability of calibration results
w4 = relative standard uncertainty associated with resolution of indicator
w5 = relative standard uncertainty associated with creep of instrument
w6 = relative standard uncertainty associated with drift in zero output
w7 = relative standard uncertainty associated with temperature of instrument
w8 = relative standard uncertainty associated with interpolation
∑( )
1 1 2
w2 = × × Xi −Xr (16)
Xr 6 i =1,3,5
where Xi are the deflections obtained in incremental series 1, 3, and 5, and X r is the mean of these three
values.
Repeatability uncertainty, w3
w3 is, at each applied force level, the contribution due to the repeatability of the measured deflection at a
single orientation, expressed as a relative value. It is calculated from:
b′
w3 = (17)
100 × 3
where b ′ is the instrument’s relative repeatability error, defined in ISO 376 as follows:
X 2 − X1
b ′ = 100 × (18)
(X 1 + X 2 ) 2
where X1 and X2 are the deflections obtained at the given force level in series 1 and 2.
Resolution uncertainty, w4
Each deflection value is calculated as the difference between two readings (the reading at zero force
subtracted from the reading at an applied force). The resolution of the indicator therefore needs to be
included twice as two rectangular distributions, each with a standard uncertainty of r (2 3 ) where r is the
resolution, expressed in units of force. This is equivalent to one triangular distribution with a standard
uncertainty of r 6 , and needs to be expressed, at each force level, as a relative value:
1 r
w4 = × (19)
6 F
Creep uncertainty, w5
This uncertainty component is due to the possibility that the instrument’s deflection may be influenced by its
previous short-term loading history. One measure of this influence is the change in output in the period from
30 s to 300 s after application or removal of the maximum calibration force. This change in output is not
included in the reproducibility component because the same calibration machine is generally used for all runs
and the time loading procedure will therefore be the same. The magnitude of this uncertainty component
can be estimated as follows:
c
w5 = (20)
100 × 3
where c is the instrument’s relative creep error, defined as follows:
i 300 − i 30
c = 100 × (21)
XN
where i30 and i300 are the instrument’s output 30 s and 300 s respectively after application or removal of the
maximum calibration force, and XN is the deflection at maximum calibration force.
f0
w6 = (22)
100
if −io
where f 0 = 100 × , io and if are the indicator readings before and after force application respectively,
XN
and XN is the deflection at maximum calibration force.
Temperature uncertainty, w7
This contribution is due to temperature variation throughout the calibration, together with the uncertainty in
the measurement of this calibration temperature range. The sensitivity of the force-measuring instrument to
temperature needs to be determined, either by tests or, more commonly, from the manufacturer’s
specifications. This component takes the same value at each force level and, expressed as a relative value, is
equal to:
∆T 1
w7 =K × × (23)
2 3
where K is the instrument’s temperature coefficient, in °C-1, and ∆T is the calibration temperature range,
allowing for the uncertainty in the measurement of the temperature. It is worth noting that, for
temperature-compensated instruments, this component will generally be negligible ( ∆T is unlikely to
exceed 2 °C and a typical value for K is 0.000 05 °C-1, giving w7 = 0.003 %, less than the Class 00
calibration force uncertainty contribution).
Interpolation uncertainty, w8
This uncertainty component is only taken into account for instruments classified for interpolation, as an
interpolation equation is not applicable to instruments classified for specific forces only. It is the contribution
due to the fitted line not passing exactly through all of the plotted ‘applied force’ against ‘mean deflection’
points, and may be calculated using either a residual or deviation method:
Residual method
This method estimates the component using statistical theory. If it is assumed that the calibration forces are
evenly distributed, it can be calculated from the following equation:
FN δr
w8 = (24)
F ×XN n −d −1
where FN is the maximum calibration force, F is the applied force, XN is the deflection at maximum calibration
force, δ r is the sum of squared deviations between the mean deflection and the value calculated from
interpolation equation, n is the number of force calibration steps, and d is the degree of the equation.
Xa − Xr
w8 = (25)
Xr
Table 6.1: Worst-case relative expanded uncertainties for instruments classified to ISO 376
Class w1 w2 w3 w4 w5 w6 w8 Relative
expanded
uncertainty
00 0.005 % 0.017 % 0.014 % 0.010 % 0.014 % 0.012 % 0.025 % 0.08 %
0.5 0.010 % 0.033 % 0.029 % 0.020 % 0.029 % 0.025 % 0.050 % 0.16 %
1 0.025 % 0.067 % 0.058 % 0.041 % 0.058 % 0.050 % 0.100 % 0.32 %
2 0.050 % 0.133 % 0.115 % 0.082 % 0.115 % 0.100 % 0.200 % 0.64 %
v
w rev = (26)
100 × 3
where v is the relative reversibility error as defined in ISO 376.
This component is derived purely from the calibration results and may therefore be stated in the
instrument’s calibration certificate. If required, it can be also be added in quadrature to the calibration
uncertainty components to obtain an expanded calibration uncertainty which includes the instrument’s
reversibility.
The reversibility characteristics of a specific force-proving instrument are generally fairly repeatable. Because
of this, if the decremental measurements are being made after application of the maximum calibration force,
it may be more effective to make corrections based on the calibration data, rather than to include the whole
reversibility effect as an uncertainty contribution.
Drift in sensitivity since calibration
This contribution can be estimated from the history of the instrument’s sensitivity, based on past calibration
results. The exact uncertainty distribution (and possibly even an estimated error correction) will depend on
the individual instrument, but a rectangular distribution with an expanded uncertainty of ± the largest
previous change between two adjacent calibrations is suggested. If such information is not available, an
estimate can be made based on the performance history of similar devices.
Temperature effect
The temperature effect on zero output can be ignored, as the calculation of deflection generally makes it
insignificant (except in tests of long duration during which the ambient temperature is changing
significantly), but the effect of temperature on sensitivity (or span) needs to be allowed for. If the actual
temperature sensitivity of the instrument is known, a correction should ideally be made to the calculated
force. If, as is more likely to be the case, the only information is the manufacturer’s specification tolerance,
an uncertainty component based on this figure and the difference in temperature between the instrument’s
calibration and its subsequent use should be used, with a recommended rectangular distribution. However,
the coefficient (or the tolerance) is usually given for a stabilised temperature with no gradient - if the
instrument is used in conditions in which it is subject to temperature gradients, an additional uncertainty
contribution should be incorporated.
End-loading effect
The bearing pad test specified in ISO 376 gives an indication of the sensitivity of a compression
force-proving instrument to specified variations in end-loading conditions. The results of this test, together
with information as to the conditions in which the instruments will subsequently be used, should enable
realistic uncertainty contributions for use in compression to be estimated. For instruments to be used in
tension, it may be necessary to perform additional tests to determine sensitivity to possible variations in
force introduction.
Parasitic components effect
The reproducibility component included in the calibration uncertainty is, as explained in 6.1, only valid for a
mean of three measurements made on the calibration machine. Larger parasitic components than those
applied during calibration are usually applied during the instrument’s subsequent use.
It is recommended that the user, where possible, repeat the force measurement, rotating the instrument
around the force axis between runs. A component related to any observed variation can then be taken into
account.
If it is not possible to repeat measurements with rotation, the magnitude of any parasitic component should
be estimated and the sensitivity of the instrument to such parasitic components evaluated or estimated. A
component based on the product of the component’s magnitude and the instrument’s sensitivity should then
be included in the uncertainty budget.
Time-loading profile
The force-proving instrument calibration method (as defined in ISO 376) and its subsequent use to verify a
uniaxial testing machine (as defined in ISO 7500-1) specify different time-loading profiles (a wait of 30 s
before taking a reading in ISO 376, whereas ISO 7500-1 allows calibration with a slowly increasing force). If
the load cell is sensitive to time-loading effects, these different methodologies would lead to errors in the
EURAMET cg-4, Version 2.0 (03/2011) Page 16
calculated force. The creep and zero drift uncertainty contributions in the calibration uncertainty budget will
cover these effects, to some degree, but an additional uncertainty contribution may be needed, depending
on the particular application.
Care must also be taken if no preload can be applied before the use of the transducer, particularly if it is to
be used in both loading modes, i.e. from tension to compression or vice versa.
Effect of approximations to equation
If the calibration equation given in the certificate is not used, a component must be added based on the
differences between the calibration equation and the equation that is used in practice.
Some indicators will allow a number of points from the calibration curve to be input, so that the display is in
units of force, but will carry out linear interpolation between these points, rather than use the calibration
equation. If this is the case, the effect of this linear approximation to the curve should be investigated and, if
significant, an uncertainty contribution should be included.
Effect of replacement indicator
If the force transducer is subsequently used with a different indicator than that with which it was calibrated,
the deviation between the two indicators must be determined (there are several methods, e.g. calibration of
both indicators, use of a common bridge simulator) and the uncertainty of this deviation must be estimated
(including factors such as calibration uncertainty of the indicator, stability of the common bridge simulator).
If corrections based on the measured deviation between the two indicators are made, the uncertainty of this
deviation must be taken into account. If no corrections are made, both the deviation and its uncertainty
must be considered.
Calibration uncertainty
This is half the value of the expanded uncertainty calculated in section 6 using the expanded uncertainty
equation.
Effect of dynamic force
If the transducer is used under dynamic conditions, additional contributions have to be taken into account.
For example the frequency responses of the force transducer and indicator, and the interaction with the
mechanical structure, can strongly influence the measurement results. This requires a detailed analysis of
dynamic measurement, which is not covered here.
2 2 2
W = k × w c = k × w rep + w res + w std (27)
where:
wrep is the standard deviation of the errors at a given force, expressed as a relative value
2 2 2 2
w std = w cal + w temp + w drift + w approx (28)
where:
wcal is the transfer standard’s calibration uncertainty
wtemp is the uncertainty due to temperature effects
wdrift is the uncertainty due to drift of the standard’s sensitivity
wapprox is the effect of approximating to the interpolation equation
8.1 R eferences
1 EN ISO 376:2004. Metallic materials. Calibration of force-proving instruments used for the verification of
uniaxial testing machines.
2 Sawla, A., Peters, M.: EC – Intercomparison of Force Transducer Calibration. Brussels, Commission of the
European Communities, Bureau of Reference (1987), EUR 11324 EN.
3 Sawla, A., Peters, M.: WECC Inter-laboratory Comparison F2 Force Transducer Calibration. Braunschweig,
PTB-Bericht PTB-MA-28, 1993.
4 Sawla, A.: Uncertainty scope of the force calibration machines. Proc. IMEKO World Congress. Vienna,
Austria, 2000.
5 JCGM 100:2008 (GUM 1995 with minor corrections). Evaluation of measurement data - Guide to the
expression of uncertainty in measurement.
6 EN ISO 7500-1:2004. Metallic materials. Verification of static uniaxial testing machines. Tension/compression
testing machines. Verification and calibration of the force-measuring system.