Metrology (480 views - Mechanical Engineering)

Metrology is the science of measurement. It establishes a common understanding of units, crucial in linking human activities. Modern metrology has its roots in the French Revolution's political motivation to standardise units in France, when a length standard taken from a natural source was proposed. This led to the creation of the decimal-based metric system in 1795, establishing a set of standards for other types of measurements. Several other countries adopted the metric system between 1795 and 1875; to ensure conformity between the countries, the Bureau International des Poids et Mesures (BIPM) was established by the Metre Convention. This has evolved into the International System of Units (SI) as a result of a resolution at the 11th Conference Generale des Poids et Mesures (CGPM) in 1960.Metrology is divided into three basic overlapping activities. The first being the definition of units of measurement, second the realisation of these units of measurement in practice, and last traceability, which is linking measurements made in practice to the reference standards. These overlapping activities are used in varying degrees by the three basic sub-fields of Metrology. The sub-fields are scientific or fundamental metrology, which is concerned with the establishment of units of measurement, Applied, technical or industrial metrology, the application of measurement to manufacturing and other processes in society, and Legal metrology, which covers the regulation and statutory requirements for measuring instruments and the methods of measurement. In each country, a national measurement system (NMS) exists as a network of laboratories, calibration facilities and accreditation bodies which implement and maintain its metrology infrastructure. The NMS affects how measurements are made in a country and their recognition by the international community, which has a wide-ranging impact in its society (including economics, energy, environment, health, manufacturing, industry and consumer confidence). The effects of metrology on trade and economy are some of the easiest-observed societal impacts. To facilitate fair trade, there must be an agreed-upon system of measurement.
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Metrology

Metrology

Metrology is the science of measurement.[1] It establishes a common understanding of units, crucial in linking human activities.[2] Modern metrology has its roots in the French Revolution's political motivation to standardise units in France, when a length standard taken from a natural source was proposed. This led to the creation of the decimal-based metric system in 1795, establishing a set of standards for other types of measurements. Several other countries adopted the metric system between 1795 and 1875; to ensure conformity between the countries, the Bureau International des Poids et Mesures (BIPM) was established by the Metre Convention.[3][4] This has evolved into the International System of Units (SI) as a result of a resolution at the 11th Conference Generale des Poids et Mesures (CGPM) in 1960.[5]

Metrology is divided into three basic overlapping activities.[6][7] The first being the definition of units of measurement, second the realisation of these units of measurement in practice, and last traceability, which is linking measurements made in practice to the reference standards. These overlapping activities are used in varying degrees by the three basic sub-fields of Metrology.[6] The sub-fields are scientific or fundamental metrology, which is concerned with the establishment of units of measurement, Applied, technical or industrial metrology, the application of measurement to manufacturing and other processes in society, and Legal metrology, which covers the regulation and statutory requirements for measuring instruments and the methods of measurement.

In each country, a national measurement system (NMS) exists as a network of laboratories, calibration facilities and accreditation bodies which implement and maintain its metrology infrastructure.[8][9] The NMS affects how measurements are made in a country and their recognition by the international community, which has a wide-ranging impact in its society (including economics, energy, environment, health, manufacturing, industry and consumer confidence).[10][11] The effects of metrology on trade and economy are some of the easiest-observed societal impacts. To facilitate fair trade, there must be an agreed-upon system of measurement.[11]

History

The ability to measure alone is insufficient; standardisation is crucial for measurements to be meaningful.[12] The first record of a permanent standard was in 2900 BC, when the royal Egyptian cubit was carved from black granite.[12] The cubit was decreed to be the length of the Pharaoh's forearm plus the width of his hand, and replica standards were given to builders.[3] The success of a standardised length for the building of the pyramids is indicated by the lengths of their bases differing by no more than 0.05 percent.[12]

Other civilizations produced generally accepted measurement standards, with Roman and Greek architecture based on distinct systems of measurement.[12] The collapse of the empires and the Dark Ages which followed them lost much measurement knowledge and standardisation. Although local systems of measurement were common, comparability was difficult since many local systems were incompatible.[12] England established the Assize of Measures to create standards for length measurements in 1196, and the 1215 Magna Carta included a section for the measurement of wine and beer.[13]

Modern metrology has its roots in the French Revolution. With a political motivation to harmonise units throughout France, a length standard based on a natural source was proposed.[12] In March 1791, the metre was defined.[4] This led to the creation of the decimal-based metric system in 1795, establishing standards for other types of measurements. Several other countries adopted the metric system between 1795 and 1875; to ensure international conformity, the International Bureau of Weights and Measures (French: Bureau International des Poids et Mesures, or BIPM) was established by the Metre Convention.[3][4] Although the BIPM's original mission was to create international standards for units of measurement and relate them to national standards to ensure conformity, its scope has broadened to include electrical and photometric units and ionizing radiation measurement standards.[4] The metric system was modernised in 1960 with the creation of the International System of Units (SI) as a result of a resolution at the 11th General Conference on Weights and Measures (French: Conference Generale des Poids et Mesures, or CGPM).[5]

Subfields

Metrology is defined by the International Bureau of Weights and Measures (BIPM) as "the science of measurement, embracing both experimental and theoretical determinations at any level of uncertainty in any field of science and technology".[14] It establishes a common understanding of units, crucial to human activity.[2] Metrology is a wide reaching field, but can be summarized through three basic activities: the definition of internationally accepted units of measurement, the realisation of these units of measurement in practice, and the application of chains of traceability (linking measurements to reference standards).[2][6] These concepts apply in different degrees to metrology's three main fields: scientific metrology; applied, technical or industrial metrology, and legal metrology.[6]

Scientific metrology

Scientific metrology is concerned with the establishment of units of measurement, the development of new measurement methods, the realisation of measurement standards, and the transfer of traceability from these standards to users in a society.[2][3] This type of metrology is considered the top level of metrology which strives for the highest degree of accuracy.[2] BIPM maintains a database of the metrological calibration and measurement capabilities of institutes around the world. These institutes, whose activities are peer-reviewed, provide the fundamental reference points for metrological traceability. In the area of measurement, BIPM has identified nine metrology areas, which are acoustics, electricity and magnetism, length, mass and related quantities, photometry and radiometry, ionizing radiation, time and frequency, thermometry, and chemistry.[15]

There is a proposed redefinition of the SI base units that was formally voted on in November 2018[16], and will come into effect in May 2019.[17] The motivation in the change of the base units is to make the entire system derivable from physical constants, which requires the removal of the prototype kilogram as it is the last artefact the unit definitions depend on.[18] Scientific metrology plays an important role in this redefinition of the units as precise measurements of the physical constants is required to have accurate definitions of the base units. To redefine the value of a kilogram without an artefact the value of the Planck constant must be known to twenty parts per billion.[19] Scientific metrology, through the development of the Kibble balance and the Avogadro project, has produced a value of Planck constant with low enough uncertainty to allow for a redefinition of the kilogram.[18]

Applied, technical or industrial metrology

Applied, technical or industrial metrology is concerned with the application of measurement to manufacturing and other processes and their use in society, ensuring the suitability of measurement instruments, their calibration and quality control.[2] Producing good measurements is important in industry as it has an impact on the value and quality of the end product, and a 10-15% impact on production costs.[6] Although the emphasis in this area of metrology is on the measurements themselves, traceability of the measuring-device calibration is necessary to ensure confidence in the measurement. Recognition of the metrological competence in industry can be achieved through mutual recognition agreements, accreditation, or peer review.[6] Industrial metrology is important to a country's economic and industrial development, and the condition of a country's industrial-metrology program can indicate its economic status.[20]

Legal metrology

Legal metrology "concerns activities which result from statutory requirements and concern measurement, units of measurement, measuring instruments and methods of measurement and which are performed by competent bodies".[21] Such statutory requirements may arise from the need for protection of health, public safety, the environment, enabling taxation, protection of consumers and fair trade. The International Organization for Legal Metrology (OIML) was established to assist in harmonising regulations across national boundaries to ensure that legal requirements do not inhibit trade.[22] This harmonisation ensures that certification of measuring devices in one country is compatible with another countries certification process, allowing the trade of the measuring devices and the products that rely on them. WELMEC was established in 1990 to promote cooperation in the field of legal metrology in the European Union and among European Free Trade Association (EFTA) member states.[23] In the United States legal metrology is under the authority of the Office of Weights and Measures of National Institute of Standards and Technology (NIST), enforced by the individual states.[22]

Concepts

Definition of units

The International System of Units (SI) defines seven base units: length, mass, time, electric current, thermodynamic temperature, amount of substance, and luminous intensity.[24] By convention, each of these units are considered to be mutually independent of each other; however, in reality they are interdependent given some definitions contain other base SI Units.[25] All other SI units are derived from the seven base units.[26]

SI base units and standards
Base quantity Name Symbol Definition
Length metre m The length of the path travelled by light in a vacuum during a time interval of 1/299792458 of a second[27]
Mass kilogram kg The mass of the international prototype kilogram (IPK)[28]
Time second s The duration of 9192631770 periods of the radiation corresponding to the transition between the two hyperfine levels of the ground state of the caesium-133 atom[29]
Electric current ampere A A constant current which, if maintained in two straight parallel conductors of infinite length and negligible circular cross-section, placed 1 metre apart in a vacuum, would produce a force equal to 2×10−7 newtons per metre[30]
Thermodynamic temperature kelvin K The fraction 1/273.16 of the thermodynamic temperature of the triple point of water[31]
Amount of substance mole mol The amount of substance of a system which contains as many elementary entities as there are atoms in 0.012 kilogram of carbon-12[32]
Luminous intensity candela cd The luminous intensity, in a given direction, of a source emitting monochromatic radiation of a frequency of 540×1012 Hz with a radiant intensity in that direction of 1/683 watt per steradian[33]

Since the base units are the reference points for all measurements taken in SI units, if the reference value changed all prior measurements would be incorrect. If a piece of the international prototype kilogram snapped off, it would still be defined as a kilogram; all previous measured values of a kilogram would be heavier.[3] The importance of reproducible SI units has led the BIPM to begin defining base SI units in terms of physical constants.[34] By defining base SI units with respect to physical constants, they are realisable with a higher level of precision and reproducibility.[34] With the redefinition of the SI units occurring on May 20th, 2019 the kilogram, ampere, kelvin, and mole will then be defined by setting exact numerical values for the Planck constant (h), the elementary electric charge (e), the Boltzmann constant (k), and the Avogadro constant (NA), respectively. The metre and candela are already defined by physical constants, subject to correction to their present definitions. The new definitions aim to improve the SI without changing the size of any units, thus ensuring continuity with existing measurements.[35][36] .

Realisation of units

The realisation of a unit of measure is its conversion into reality.[37] Three possible methods of realisation are defined by the international vocabulary of metrology (VIM): a physical realisation of the unit from its definition, a highly-reproducible measurement as a reproduction of the definition (such as the quantum Hall effect for the ohm), and the use of a material object as the measurement standard.[38]

Standards

A standard (or etalon) is an object, system, or experiment with a defined relationship to a unit of measurement of a physical quantity.[39] Standards are the fundamental reference for a system of weights and measures by realising, preserving, or reproducing a unit against which measuring devices can be compared.[2] There are three levels of standards in the hierarchy of metrology: primary, secondary, and working standards.[20] Primary standards (the highest quality) do not reference any other standards. Secondary standards are calibrated with reference to a primary standard. Working standards, used to calibrate (or check) measuring instruments or other material measures, are calibrated with respect to secondary standards. The hierarchy preserves the quality of the higher standards.[20] An example of a standard would be gauge blocks for length. A gauge block is a block of metal or ceramic with two opposing faces ground precisely flat and parallel, a precise distance apart.[40] The length of the path of light in vacuum during a time interval of 1/299,792,458 of a second is embodied in an artefact standard such as a gauge block; this gauge block is then a primary standard which can be used to calibrate secondary standards through mechanical comparators.[41]

Traceability and calibration

Metrological traceability is defined as the "property of a measurement result whereby the result can be related to a reference through a documented unbroken chain of calibrations, each contributing to the measurement uncertainty".[42] It permits the comparison of measurements, whether the result is compared to the previous result in the same laboratory, a measurement result a year ago, or to the result of a measurement performed anywhere else in the world.[43] The chain of traceability allows any measurement to be referenced to higher levels of measurements back to the original definition of the unit.[2]

Traceability is most often obtained by calibration, establishing the relationship between an indication on a measuring instrument (or secondary standard) and the value of the standard. A calibration is an operation that establishes a relation between a measurement standard with a known measurement uncertainty and the device that is being evaluated. The process will determine the measurement value and uncertainty of the device that is being calibrated and create a traceability link to the measurement standard. [42] The four primary reasons for calibrations are to provide traceability, to ensure that the instrument (or standard) is consistent with other measurements, to determine accuracy, and to establish reliability.[2] Traceability works as a pyramid, at the top level there is the international standards, at the next level national metrology institutes calibrate the primary standards through realisation of the units creating the traceability link from the primary standard and the unit definition.[43] Through subsequent calibrations between national metrology institutes, calibration laboratories, and industry and testing laboratories the realisation of the unit definition is propagated down through the pyramid.[43] The traceability chain works upwards from the bottom of the pyramid, where measurements done by industry and testing laboratories can be directly related to the unit definition at the top through the traceability chain created by calibration.[3]

Uncertainty

Measurement uncertainty is a value associated with a measurement which expresses the spread of possible values associated with the measurand—a quantitative expression of the doubt existing in the measurement.[44] There are two components to the uncertainty of a measurement: the width of the uncertainty interval and the confidence level.[45] The uncertainty interval is a range of values that the measurement value is expected to fall within, while the confidence level is how likely the true value is to fall within the uncertainty interval. Uncertainty is generally expressed as follows:[2]

${\displaystyle Y=y\pm U}$
Coverage factor: k = 2

Where y is the measurement value and U is the uncertainty value and k is the coverage factor[a] indicates the confidence interval. The upper and lower limit of the uncertainty interval can be determined by adding and subtracting the uncertainty value from the measurement value. The coverage factor of k = 2 generally indicates a 95% confidence that the measured value will fall inside the uncertainty interval.[2] Other values of k can be used to indicate a greater or lower confidence on the interval, for example k = 1 and k = 3 generally indicate 66% and 99.7% confidence respectively.[45] The uncertainty value is determined through a combination of statistical analysis of the calibration and uncertainty contribution from other errors in measurement process, which can be evaluated from sources such as the instrument history, manufacturer's specifications, or published information.[45]

International infrastructure

Several international organizations maintain and standardise metrology.

Metre Convention

The Metre Convention created three main international organizations to facilitate standardisation of weights and measures. The first, the General Conference on Weights and Measures (CGPM), provided a forum for representatives of member states. The second, the International Committee for Weights and Measures (CIPM), was an advisory committee of metrologists of high standing. The third, the International Bureau of Weights and Measures (BIPM), provided secretarial and laboratory facilities for the CGPM and CIPM.[46]

General Conference on Weights and Measures

The General Conference on Weights and Measures (French: Conférence générale des poids et mesures, or CGPM) is the convention's principal decision-making body, consisting of delegates from member states and non-voting observers from associate states.[47] The conference usually meets every four to six years to receive and discuss a CIPM report and endorse new developments in the SI as advised by the CIPM. The last meeting was held November 13-16, 2018. On the last day of this conference there was vote on the redefinition of four base units, which the International Committee for Weights and Measures (CIPM) had proposed earlier that year.[48] The new definitions will come into force on 20 May 2019.[49][50]

International Committee for Weights and Measures

The International Committee for Weights and Measures (French: Comité international des poids et mesures, or CIPM) is made up of eighteen (originally fourteen)[51] individuals from a member state of high scientific standing, nominated by the CGPM to advise the CGPM on administrative and technical matters. It is responsible for ten consultative committees (CCs), each of which investigates a different aspect of metrology; one CC discusses the measurement of temperature, another the measurement of mass, and so forth. The CIPM meets annually in Sèvres to discuss reports from the CCs, to submit an annual report to the governments of member states concerning the administration and finances of the BIPM and to advise the CGPM on technical matters as needed. Each member of the CIPM is from a different member state, with France (in recognition of its role in establishing the convention) always having one seat.[52][53]

International Bureau of Weights and Measures

The International Bureau of Weights and Measures (French: Bureau international des poids et mesures, or BIPM) is an organisation based in Sèvres, France which has custody of the international prototype kilogram, provides metrology services for the CGPM and CIPM, houses the secretariat for the organisations and hosts their meetings.[54][55] Over the years, international prototype metres and kilograms have been returned to BIPM headquarters for recalibration.[55] The BIPM director is an ex officio member of the CIPM and a member of all consultative committees.[56]

International Organization of Legal Metrology

The International Organization of Legal Metrology (French: Organisation Internationale de Métrologie Légale, or OIML), is an intergovernmental organization created in 1955 to promote the global harmonisation of the legal metrology procedures facilitating international trade.[57] This harmonisation of technical requirements, test procedures and test-report formats ensure confidence in measurements for trade and reduces the costs of discrepancies and measurement duplication.[58] The OIML publishes a number of international reports in four categories:[58]

• Recommendations: Model regulations to establish metrological characteristics and conformity of measuring instruments
• Informative documents: To harmonise legal metrology
• Guidelines for the application of legal metrology
• Basic publications: Definitions of the operating rules of the OIML structure and system

Although the OIML has no legal authority to impose its recommendations and guidelines on its member countries, it provides a standardised legal framework for those countries to assist the development of appropriate, harmonised legislation for certification and calibration.[58] OIML provides a mutual acceptance arrangement (MAA) for measuring instruments that are subject to legal metrological control, which upon approval allows the evaluation and test reports of the instrument to be accepted in all participating countries.[59] Issuing participants in the agreement issue MAA Type Evaulation Reports of MAA Certificates upon demonstration of compliance with ISO/IEC 17065 and a peer evaluation system to determine competency.[59] This ensures that certification of measuring devices in one country is compatible with the certification process in other participating countries, allowing the trade of the measuring devices and the products that rely on them.

International Laboratory Accreditation Cooperation

The International Laboratory Accreditation Cooperation (ILAC) is an international organisation for accreditators involved in the certification of conformity-assessment bodies.[60] It standardises accreditation practices and procedures, recognising competent calibration facilities and assisting countries developing their own accreditation bodies.[2] ILAC originally began as a conference in 1977 to develop international cooperation for accredited testing and calibration results to facilitate trade.[60] In 2000, 36 members signed the ILAC mutual recognition agreement (MRA), allowing members work to be automatically accepted by other signatories, and in 2012 was expanded to include accrediation of inspection bodies.[60][61] Through this standardisation, work done in laboratories accredited by signatories is automatically recognised internationally through the MRA.[62] Other work done by ILAC includes promotion of laboratory and inspection body accreditation, and supporting the development of accreditation systems in developing economies.[62]

Joint Committee for Guides in Metrology

The Joint Committee for Guides in Metrology (JCGM) is a committee which created and maintains two metrology guides: Guide to the expression of uncertainty in measurement (GUM)[63] and International vocabulary of metrology - basic and general concepts and associated terms (VIM).[42] The JCGM is a collaboration of eight partner organisations:[64]

The JCGM has two working groups: JCGM-WG1 and JCGM-WG2. JCGM-WG1 is responsible for the GUM, and JCGM-WG2 for the VIM.[65] Each member organization appoints one representative and up to two experts to attend each meeting, and may appoint up to three experts for each working group.[64]

National infrastructure

A national measurement system (NMS) is a network of laboratories, calibration facilities and accreditation bodies which implement and maintain a country's measurement infrastructure.[8][9] The NMS sets measurement standards, ensuring the accuracy, consistency, comparability, and reliability of measurements made in the country.[66] The measurements of member countries of the CIPM Mutual Recognition Arrangement (CIPM MRA), an agreement of national metrology institutes, are recognized by other member countries.[2] As of March 2018, there are 102 signatories of the CIPM MRA, consisting of 58 member states, 40 associate states, and 4 international organizations.[67]

Metrology institutes

A national metrology institute's (NMI) role in a country's measurement system is to conduct scientific metrology, realise base units, and maintain primary national standards.[2] An NMI provides traceability to international standards for a country, anchoring its national calibration hierarchy.[2] For a national measurement system to be recognized internationally by the CIPM Mutual Recognition Arrangement, an NMI must participate in international comparisons of its measurement capabilities.[9] BIPM maintains a comparison database and a list of calibration and measurement capabilities (CMCs) of the countries participating in the CIPM MRA.[68] Not all countries have a centralised metrology institute; some have a lead NMI and several decentralised institutes specialising in specific national standards.[2] Some examples of NMI's are the National Institute of Standards and Technology (NIST)[69] in the United States, the National Research Council (NRC)[70] in Canada, the Korea Research Institute of Standards and Science (KRISS)[71], and the National Physical Laboratory of India (NPL-India)[72].

Calibration laboratories

Calibration laboratories are generally responsible for calibrations of industrial instrumentation.[9] Calibration laboratories are accredited and provide calibration services to industry firms, which provides a traceability link back to the national metrology institute. Since the calibration laboratories are accredited, they give companies a traceability link to national metrology standards.[2] Examples of calibration laboratories would be ICL Calibration Laboratories[73], Testo Industrial Services GmbH[74], and Transcat[75].

Accreditation bodies

An organisation is accredited when an authoritative body determines, by assessing the organisation's personnel and management systems, that it is competent to provide its services.[9] For international recognition, a country's accreditation body must comply with international requirements and is generally the product of international and regional cooperation.[9] A laboratory is evaluated according to international standards such as ISO/IEC 17025 general requirements for the competence of testing and calibration laboratories.[2] To ensure objective and technically-credible accreditation, the bodies are independent of other national measurement system institutions.[9] The National Association of Testing Authorities[76] in Australia, the United Kingdom Accreditation Service[77], and National Accreditation Board for Testing and Calibration Laboratories[78] in India, are examples of accreditation bodies.

Impacts

Metrology has wide-ranging impacts on a number of sectors, including economics, energy, the environment, health, manufacturing, industry, and consumer confidence.[10][11] The effects of metrology on trade and the economy are two of its most-apparent societal impacts. To facilitate fair and accurate trade between countries, there must be an agreed-upon system of measurement.[11] Accurate measurement and regulation of water, fuel, food, and electricity are critical for consumer protection and promote the flow of goods and services between trading partners.[79] A common measurement system and quality standards benefit consumer and producer; production at a common standard reduces cost and consumer risk, ensuring that the product meets consumer needs.[11] Transaction costs are reduced through an increased economy of scale. Several studies have indicated that increased standardization in measurement has a positive impact on GDP. In the United Kingdom, an estimated 28.4 percent of GDP growth from 1921 to 2013 was the result of standardisation; in Canada between 1981 and 2004 an estimated nine percent of GDP growth was standardisation-related, and in Germany the annual economic benefit of standardization is an estimated 0.72% of GDP.[11]

Legal metrology has reduced accidental deaths and injuries with measuring devices, such as radar guns and breathalyzers, by improving their efficiency and reliability.[79] Measuring the human body is challenging, with poor repeatability and reproducibility, and advances in metrology help develop new techniques to improve health care and reduce costs.[80] Environmental policy is based on research data, and accurate measurements are important for assessing climate change and environmental regulation.[81] Aside from regulation, metrology is essential in supporting innovation, the ability to measure provides a technical infrastructure and tools that can then be used to pursue further innovation. By providing a technical platform which new ideas can be built upon, easily demonstrated, and shared, measurement standards allow new ideas to be explored and expanded upon.[11]