Topic: Metrology

Metrology I: The overlooked science of experimentation

Author: B. Černe, Ph.D.

Reading time: 8 min

cmm tactile measurement of metal specimen
Let’s talk about a topic that is absolutely crucial in any industrial and research environment but often doesn’t get its deserved attention. We're talking about Metrology.
The importance of this field of science can't be overstated. It ensures accuracy, consistency, and reliability in measurements, underpinning quality control, fair trade, scientific research, and technological advancements across various fields. In this series of posts, we'll dive into the world of metrology, covering the basics, the terminology, and the practical aspects of metrology, and how it can be applied to improve the quality of your products and services.

In exact terms, metrology is the scientific study of measurement, or as the NIST, i.e., the US National Institute of Standards and Technology and ISO, the International Organization for Standardization, define it, it is “the science of measurement and its application”.

Measurement is essentially the process of experimentally obtaining one or more quantity values that can reasonably be attributed to a measured quantity.

In all actuality, metrology is the bedrock of reliability and quality in every industry, ensuring that products meet exacting standards, thereby inspiring confidence in consumers and driving technological advancement. In a world of perpetual innovation, metrology empowers us to push the boundaries of what's possible, enabling us to measure, improve, and refine our designs with meticulous accuracy, and produce products with ever higher quality.

All well and good, but how can we actually apply and integrate the principles of metrology into our daily business to improve and retain high reliability of our products and services?

This series of articles aims to provide an overview of the standards, institutions, rules, and terminology comprising the entire metrological scientific framework, with specific aspects of metrology subsequently being covered more in detail.

Let's start with the basics.


The SI measurement system

A unified system of measurements has been a hidden driver of development that, since 1875, when the Metre Convention took place, enabled faster and more precise cooperation and communications across scientific and industrial domains and across nations and continents. The convention laid the groundworks for defining the CGS (centimeter–gram–second) system of units, followed by the MKS (meter, kilogram, and second), the “Practical system of units” and, after several additional iterations and further studies, the SI system, which is to date the most widely adopted system of measurement.

The SI system defines the seven base units and decimal-based multipliers (SI prefixes) on top of which a multitude of derived units is formed, and seven base constants, which hold exact numerical values and units. Together these form the basis for performing measurements in all known domains of physics.

Seven base SI units
Defining constant Numerical value Unit
ΔνCs 9 192 631 770 Hz
c 299 792 458 m s–1
h 6.626 070 15 x 10–34 J s
e 1.602 176 634 x 10–19 C
k 1.380 649 x 10–23 J K–1
NA 6.022 140 76 x 1023 mol–1
Kcd 683 lm W–1
Name Symbol Multiplying factor

quetta

Q

1030

ronna

R

1027

yotta

Y

1024

zetta

Z

1021

exa

E

1018

peta

P

1015

tera

T

1012

giga

G

109

mega

M

106

kilo

k

103

hecto

h

102

deca

da

101

deci

d

10–1

centi

c

10–2

milli

m

10–3

micro

µ

10–6

nano

n

10–9

pico

p

10–12

femto

f

10–15

atto

a

10–18

zepto

z

10–21

yocto

y

10–24

ronto

r

10–27

quecto

q

10–30

The organization directly responsible for regulating and continually developing the SI system is the International Bureau of Weights and Measures (BIPM), which in turn supervised and presided over by the CIPM and CGPM in accordance with the CCU. The entire organizational structure is fairly complex but one of their main purposes is to establish a uniform and consistent global measurement system, with a foundation linked to the International System of Units (SI).


Traceability and calibration

The BIPM is essentially also the main authority when it comes to metrological traceability. The latter is one of the key concepts of modern metrology and it defines how a measurement result can be related to a precise reference through a documented unbroken chain of calibrations, where each contributes to the measurement uncertainty, making this uncertainty knowable.

Traceability is the property of the result of a measurement, not of an instrument or calibration report or laboratory. Only measurement results can be traceable. Traceability is not achieved by following any one particular procedure or using particular equipment. Simply by having an instrument calibrated, even by NIST, is not enough to make the measurement result obtained using that instrument traceable to realizations of the appropriate SI unit or other specified references. The measurement system by which values and uncertainties are transferred must be understood clearly and be under appropriate quality control.

Traceability and calibration pyramid

A traceable measurement result has to follow a specific hierarchy to ensure commonality and reproducibility of measurements across organizations and countries. The four levels composing the traceability hierarchy can be defined in a bottom-up manner as follows:

  1. We have a measuring instrument capable of measuring the requested quantity
  2. The instrument is calibrated by an accredited laboratory
  3. The measurement standards and procedures of the accredited laboratory have to be calibrated and accredited by the according national institute
  4. BIPM ensures that the national institute procedures and standards are reliable (international standard)
The traceability and calibration hierarchy in metrology

A key operation enabling traceability is hence calibration, which is the process of adjusting and verifying the accuracy of a measurement instrument or system by comparing it to a known standard, to ensure that it provides reliable and accurate measurements.

Accredited laboratories often use a combination of primary and working standards. The primary (e.g., a gauge block or thermal sensor) is calibrated and certified by a national institute and is in turn used for calibrating the working standard which is used for actual measurement instrument calibration.


Wooden case containing gauge blocks

Gauge blocks used for dimensional measurement calibration.

The implementation of calibration procedures and traceability is defined by the ISO/IEC 17025 standard, which is in essence a standard for competence in calibration and testing. To get accreditation according to this standard, a laboratory must, first and foremost, prove traceability. The lab must also produce a scope of accreditation, which defines the range of measurements and calibrations a lab can perform according to the accreditation.


Note: ISO is the International Organization for Standardization, while IEC is International Electrotechnical Commission. ISO is the overarching standard organization that hold numerous other affiliated national and international standardization bodies under its wing, as shown below.


Standards connected to IS

What do I need to do to support a claim of traceability?

When someone provides a measurement result, they should be able to explain how they measured it and how it's connected to a known reference. There are a few things you should find in every valid measurement:

  • A clear description of what they measured, whether it's a quantity or a quality
  • Details about the measurement system or working standard they used to make the measurement
  • The actual measurement result, including the measured values and associated uncertainty
  • Information about the reference they used for comparison
  • An internal measurement assurance program for establishing the status of the measurement system or working standard
  • An internal system to check that the reference used is accurate when they compared it to their measuring tools or working standard

Fundamental terms in metrology

In the next post, we’ll take a look some of the main practical concepts and definitions that are fundamental in obtaining reliable and traceable measurements in any field of experimentation.

Fundamental terms in metrology

References

[1] The International System of Units (SI) as defined by BIPM
[2] Traceability definition
[3] Example of ISO/IEC 17025:2017 scope of accreditation as obtained by the company Mitutoyo - publicly available document
[4] NIST/SEMATECH e-Handbook of Statistical Methods
[5] International Vocabulary of Metrology
[6] Introduction to Metrology - Israel Cayetano


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