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NCSLi 2011 Conference Calibration Software Uncertainty Implementation Philosophies and Practices Speaker/Author : Jorge Martins

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NCSLi 2011 Conference

Calibration Software Uncertainty Implementation Philosophies and Practices

Speaker/Author : Jorge Martins

NCSLi 2011 Conference

Laboratory to Document and Approve

• Calibration procedures• Uncertainty analysis• Uncertainty budgets• Calibration procedures validation plan• Calibration procedures validation results• Traceability chain for each measurement method

NCSLi 2011 Conference

Early Developments of Calibration Procedure Software•Lack of uncertainty standardization•Focus on the needs of a particular organization•No international uncertainty standards to follow

NCSLi 2011 Conference

ISO/IEC 17025 and GUM

NCSLi 2011 Conference

Requires that to issue an accredited calibration certificate a laboratory must:

•Estimate expanded uncertainty for each measurement•Estimation is compliant with GUM•Certificate shall report numerical value of uncertainty for each measurement•Implicit references to uncertainty are NOT acceptable

ILAC-P14: 12/2010 Policy for uncertainty in calibration

NCSLi 2011 Conference

NCSLi 2011 Conference

Uncertainty Implementation in Software

GroupMeasurement Uncertainty

Type of SW

I Not supported• Open source • Procedure can be modified by the laboratory

II Budget is supported • Open source • Procedure can be modified by the laboratory

III User defined per point• Locked by developer • Procedure cannot be modified by the laboratory

IV Developer defines budget • Locked by developer • Procedure cannot be modified by the laboratory

V Developer defines budget • Locked by developer • Procedure cannot be modified by the laboratory• Unc. Budget ISO 17025 Accredited by 3rd party

NCSLi 2011 Conference

NCSLi 2011 Conference

NCSLi 2011 Conference

NCSLi 2011 Conference

Document maintenance and validation responsibilitiesGroup I Group II Group III Group IV Group V

Uncertainty analysis (UA)

External maintained

External maintained

External maintained

External maintained

Not available to user

Uncertainty budget (UB)

External maintained

Internal user available

External maintained

Internal user available

InternalNot available to

userRepeatability

(type A) collection

Not availableOriginal

readings user available

Not available Original readings user available

InternalNot available to

userUncertainty

analysis approval

User resp. User resp. User resp. Developer responsibility

Dvlp. Resp.3rd party IT test

accreditedUnc. budget calculations validation

User resp.Not need SW

framework validated

User resp.Not need SW

framework validated

3rd party IT test accredited

Calibration Procedure validation

User resp. User resp.Not need SW

framework validated

Not need SW framework validated

Not need SW framework validated

Traceability Req.

User defined User defined User defined Developer defined

Developer defined

NCSLi 2011 Conference

Laboratory Calibration Procedure implementation Efforts

NCSLi 2011 Conference

Major CharacteristicsI II III IV V

User has complete control of measurement process √ √ X X XUncertainty validation is independent of measurement procedure

√ X √ X X

Merged data (measurement and uncertainty) is available to issue calibration certificate

X √ √ √ √

Validation of uncertainty engine calculations X √ X √ √Uncertainty budget is not directly synchronized with measurement procedure

X √ X √ √

Type A data collection in real time X √ X √1) √1)

Noisy units detection in real time X √ X √1) √1)

User technically challenging to make changes on the measurement process

√ √ X2) X2) X2)

Requires metrologist with SW knowledge √ √ X2) X2) X2)

User defined environmental conditions √ √ X X XUser defined Uncertainty analysis constraints and assumptions

√ √ X X X

NCSLi 2011 Conference

Calibration SW Validation Efforts

NCSLi 2011 Conference

When the software is:•Commercially available•Documented •Locked by the development house

The laboratory procedure validation: •Trained technicians•Operational Capabilities•Resources

Commercially Available Software

NCSLi 2011 Conference

Calibration SW Development ProcessPublished

Calibration Procedure

Published Calibration Procedure

Measurement Uncertainty

Analysis

Measurement Uncertainty

Analysis

SW Code ImplementationSW Code Implementation

SW Test OK?SW Test OK?

SW ValidationSW Validation

SW Validation OK?

SW Validation OK?

Y

N

N

Y

SW ReleaseSW Release

Procedure Revision?Procedure Revision?

NCSLi 2011 Conference

Calibration SW Development Deliverables

SW House Calibration Final Report:•Reference to Documented calibration procedure implemented•Validation Report summary•Uncertainty analysis Summary

Detailed SW specifications

NCSLi 2011 Conference

NCSLi 2011 Conference

Conclusion

• Significant difference in Laboratory: Validation efforts

Calibration procedure control

Uncertainty analysis control

Group I

Group II

Group III

Group IV

Group V

Estimation Laboratory Approval Efforts

100% 90% 55% 25% 20%

NCSLi 2011 Conference

Questions?