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- Metrological Characterization of a 20 N·m
Torque Calibration Standard Machine at
PTB, Germany
C Schlegel et al
Metrological characterization of a 1 N m
torque standard machine at PTB, Germany
D Röske
Physikalisch-Technische Bundesanstalt (PTB), Braunschweig, Germany
E-mail: dirk.roeske@ptb.de
Abstract
A few years ago, a 1 N m deadweight torque standard machine was developed, constructed and
put into operation at PTB in Germany. Since then, this machine has been used for
measurements, but also, investigations of its stability and reproducibility have been carried
out. The machine utilizes calibrated stainless-steel masses as weights and a lever made of
Invar which is supported by an H-type air bearing. The measurement range starts at 1 mN m.
Depending on the weights used, various torque steps are possible. The best expanded (k = 2)
relative uncertainty of measurement is 0.01%. In the following, technical details and
metrological characteristics of this machine will be given.
Figure 2. Feeding mechanism for the load masses: left part for
Figure 1. Photo of the 1 N m torque standard machine: 1—feeding
anticlockwise torque, right part for clockwise torque.
mechanism for the load masses, 2—frame cage for the
accommodation of the masses, 3—thin metal band for the
introduction of the force into the lever, 4—double-arm lever, 5—air
bearing, 6—calibration object, 7—counter-bearing block with motor
unit on linear stage, 8—storage room for the mass sets.
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Metrologia 51 (2014) 87 D Röske
Figure 4. Centring of the two suspension cages by means of springs (left: closed, right: open).
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Metrologia 51 (2014) 87 D Röske
= r × F .
M (1)
(k = 2) was found in connection with earlier works on other
In order to prevent the force which is required for torque machines, where this material was also used. Table 1 shows
generation from acting as a force or a bending moment on the masses used in the machine with their nominal values and
the transducer to be calibrated, the weight of the whole lever- diameters.
mass system is captured with the aid of an air bearing which The 20 identical masses are to be regarded as two sets of 10
generates, among other things, the counterforce associated masses each which are used jointly. In principle, 10 different
with the force. In this way, the moment is realized as a force masses may be composed to form one set. All masses are
couple and is introduced into the transducer. clearly marked: depending on the assignment to one of the
two sets, they bear the identification ‘A’ or ‘B’. Within a set,
3.2. Mathematical model the masses are numbered consecutively from 1 to 10. Due
to the lack of space, the smallest masses bear only points as
For the calculation of the scalar value of the torque, (2) is used: inscription (1–10 points in a row), the following one or two
n points indicate to which set they belong (1 point for ‘A’, two
ρL points for ‘B’).
M =m·g·l· 1− · cos (α) + Mi , (2)
ρm i=1
For the buoyancy correction, the densities of the material
of the masses and those of the surrounding air must be known.
where m is the total mass of the active weights, g is the As both enter into the ratio ρL /ρm (the density of the mate-
local gravitational acceleration at the place of operation of the rial being, however, about 6400 times larger than that of the
machine, ρL is the density of the air and ρm is the density of air), it follows that the requirements for the exact knowledge
the material of the weights, α is the angle of inclination of the of these two values are not very high. In particular, the den-
lever against the horizontal and Mi denotes up to n different sity of the air changes with the weather and can, among other
additional influencing quantities (see below). things, be determined from the temperature, the air pressure
As expanded relative measurement uncertainty, a best and the composition of the air [8]. As the machine is operated
value of 0.01% had been aimed at. This means that all direct in a laboratory room under stable conditions, in a temperature
and indirect influencing quantities had to be determined in such range of 21 ◦ C ± 1 K and in a humidity range of (43 ± 5)% RH,
a way that this objective could be achieved. the influences are very small. What remains is the variability
of the air pressure. As estimations of the natural variations
3.3. Influencing quantities of the air pressure have shown for another machine [9], they
are not critical for an expanded relative measurement uncer-
Starting from model (2), the following quantities were regarded tainty of 0.002%, so that this is valid even more for the 0.01%
as decisive for the measurement uncertainty of the machine: mentioned here.
• the masses of the weights, the density of the material of
these bodies and of the air, 3.3.2. Local gravitational acceleration. The local gravita-
• the local gravitational acceleration, tional acceleration at the place of installation of the machine
• the lever lengths of the double-arm lever and their has been determined by the Institute for Earth Measurement
temperature dependence, the angle of inclination of the (IfE) of Hanover University to be 9.812 524 m s−2 , with an
lever, expanded (k = 2) measurement uncertainty of 10 µm s−2 .
• the friction inside the air bearing, as well as
• further secondary influencing quantities (electrostatic 3.3.3. Lever length and its stability.For practical reasons, a
forces, air flows, etc). value of 250 mm has been determined for the single-sided lever
length. Larger lever lengths would lead to smaller masses (the
In the following, each one of these single quantities will be smallest masses of approximately 0.41 g are already difficult
investigated. to handle), smaller lever lengths would lead to a lack of space
in the machine for the other components (suspension, feeding
3.3.1. Masses of the weights. The load masses made of steel of the masses, centring).
are designed as cylindrical bodies with axially sticking-out As material for the lever, the iron–nickel alloy Invar
pins (the smallest masses consist only of these pins). The pins was used which had already been used in other measuring
serve to deposit the masses in the frame cages. As density of machines and which has a very small thermal expansion
the material of the weights, a value of 7975 kg m−3 ± 6 kg m−3 coefficient (below 2 × 10−6 K−1 ) compared with steel
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Metrologia 51 (2014) 87 D Röske
((12–16) × 10−6 K−1 ). This allows the influences of changing 3.3.4. Influence of the air bearing. For the bearing of the
temperatures on the lever length and, thus, on the measurement lever-mass system, an air bearing is used. The rotor, which has
uncertainty of the torque value to be kept below 10−5 , referred the form of an H in the longitudinal cut, consists of a cylindrical
to the measured value. Due to the very small forces acting on centre part with an outer diameter of 40 mm, an internal hole
the lever, its elastic deformation can be neglected in contrast of 20 mm and a length of 43 mm. This part is responsible for
to the levers of the larger machines [10, 11]. the aerostatic radial support. To both ends, a circular ring disc
During the manufacture, the lever length was adjusted in is applied via which an aerostatic axial support is achieved.
the workshop by grinding to gauge blocks. In the case of a A shaft, which bears the lever on one end—and to the other
reference length of 250 mm, a deviation of 0.02 mm would end of which the couplings and adaptations for the transducer
mean a relative deviation in the torque of 0.008%. After the are attached—has been introduced into the internal hole of
assembly of the machine had been concluded, an independent the rotor. In addition to the radial and axial forces, the rotor
check was carried out in a comparison measurement with of the air bearing can also pick up bending moments, so that
the 1 kN m torque standard machine (expanded measurement one single degree of freedom remains: the rotation about the
uncertainty of this machine: 0.002%). In this comparison, longitudinal axis.
a deviation of approximately 0.02% was found in the The air bearing is operated with dried and cleaned
measurement range from 0.1 N m to 1 N m, which was taken compressed air at approximately 4 bar. The thin air film (a few
into account via correction factors (0.999 854). In addition, micrometres in thickness) which is formed between rotor and
there was a residual asymmetry between clockwise and stator allows a fine rotation of the rotor to be performed with
anticlockwise torque, i.e. in a range below about half the very little friction. Nevertheless, remaining friction forces
expanded uncertainty of the machine, the lever was shorter which lead to the friction moments δMR and which reduce
on the left than on the right. To eliminate the effects of the the torque to be transmitted must, however, be taken into
uncertainties of the weights used on this measurement result, account. In the free state of the bearing without adapted
the measurements were also carried out with exchanged mass components, the friction can be measured by pendulum tests
stacks. The remaining deviation was compensated for by the and can often be reduced by a long rotation. After the bearing
addition of a piece of metal, 10 µm in thickness. has been installed, usually only sensitivity tests remain to be
The inclination of the lever is measured with optical performed, with the aid of which the upper limit for the whole
methods. The deviation of the lever position from the ideal remaining friction can be determined. The air bearing used for
horizontal position α has two consequences. On the one the machine was selected from a group of bearings as the one
hand, it leads to a shortening of the effective lever arm with the smallest remaining friction. Pendulum tests furnished
length with the factor cos(α) in (2). In the case of a a remaining friction moment below 1 µN m. In addition to
maximally permitted inclination of 0.0017◦ (corresponding to the documentation of the current state, repeated sensitivity
a displacement of 10 µm in the case of a pointer length of tests are very important for the investigation of the long-term
350 mm), the influence on the measurement uncertainty is— stability of the air bearing. The result of such a measurement
due to the shortening of the lever arm—in any case a quantity is shown in figure 6. With the aid of a short piece of metal
which can be neglected. On the other hand, an inclination
foil (mass: approximately 4 mg) deposited at a lever length of
of the lever leads to a displacement of the lever’s centre of
50 mm, a torque of 2 µN m was generated and measured by
gravity if the same does not exactly lie on the rotary axis,
a torque transducer with a measurement range of 100 mN m.
which may cause a torque change M, contributing to the
In the case of a known characteristic value of 660 µV V−1 at
sum in (2). The influence of the position of the centre of
the upper limit of the transducer’s measurement range, such a
gravity of the inclined lever on the acting torque has been
torque should produce a signal of 13 nV V−1 . This can also
checked experimentally by generating a rotation via the drive
clearly be seen in the figure. Likewise, it becomes visible that
on the counter-bearing side with the torque transducer installed
the application of the weight sometimes leads to minimum
and loaded and with unloaded torque, which corresponds to
overshootings and that this measurement was carried out at the
a horizontal displacement of the measurement point on the
pointer of 250 µm, i.e. 25 times the inclination permitted in limit of the resolution and stability of the amplifier and of the
measuring operation. Thereby, no change of the display at the transducer. In spite of this, proof could be furnished that the
amplifier has been detected. It must also be taken into account friction influences are below 1 µN m. For the determination of
that—due to the controlled counter-drive—the position of the the measurement uncertainty, this value was used as the width
lever is reproduced up to a maximum permissible deviation of for the assumed rectangular distribution of this quantity.
0.0017◦ , which corresponds to approximately 0.03 mrad. This Another effect may be caused by the air bearing: the air
means that a deviation of the position of the centre of gravity of flowing through the nozzles into the gap may exert a driving
the lever from the rotary axis—which equals an imbalance— torque on the rotor which has the effect of an insufficient
will, on average, always enter to the same extent into the adjustment of the centre of gravity. If this torque is constant
measurement and will, due to the differential measurement during the measurement, it will have no effect on the calibration
procedure, not appear in the result between measurement result, because it manifests itself in both the zero signal
point and zero value. For the subsequent calculation of the and the measurement value and drops out by the subsequent
measurement uncertainty, the investigated value of 25 times the calculation of the difference by the programme (taring). What
maximally permitted inclination—i.e. a value of 0.71 mrad— remains is a residual influence, for example due to driving
will be used. torques which change with the loading and are difficult to
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Metrologia 51 (2014) 87 D Röske
0.005060
0.005055
0.005050
0.005045
0.005035
0.005030
0.005025
0.005020
13:10:00 13:15:00 13:20:00 13:25:00
Time
Figure 6. Result of a sensitivity measurement with a torque of 2 µN m: signals of the 100 mN m torque transducer when a weight for
clockwise or anticlockwise torque is added and removed.
detect. Here, they are referred to as δMD . Their expected determination of the measurement uncertainty, this value was
value amounts to 0 N m, as the driving torques may both used as the width for the assumed rectangular distribution of
increase and decrease with respect to the initial value. For this quantity.
the determination of the measurement uncertainty, a value Also the torque transducers to be calibrated contribute to
of the order of the detection limit achievable with precision the uncertainty of the calibration result. Independent of the
transducers (see section 3.3.5) of 0.001 mN m was used as the torque generation, very small transducers are frequently influ-
width for the assumed rectangular distribution of this quantity. enced more strongly by temperature and humidity variations
of the surrounding air than larger sensors. During the measure-
3.3.5. Further additional influences. As additional ment, one therefore tries to limit the variations of the tempera-
influencing quantities, torques must be taken into account ture in the measuring machine to ±0.1 K and that of the relative
which occur as a result of undesired force effects (for example, air humidity to ±1% RH. This is, for example, achieved with
air flows onto the masses and the lever, as well as all other the aid of suitable covers and local housings. The users should
components involved in the generation of torques). But also be informed about the large sensitivity of calibration objects
magnetic and electrostatic forces come into consideration. An to the ambient conditions. This influence is not, however,
advantage of the material PMMA used for the housing is important for the characterization of the measuring machine.
that it is transparent. A disadvantage is that it may become
electrostatically charged. It has turned out that in some 3.4. Uncertainty budgets
measurements, this effect caused force effects on the lever
which could not be neglected. Therefore, the interior side The calculation of the measurement uncertainties which are
was subsequently coated at the critical points with grounded assigned to the torques realized in the measuring machine
copper foil which discharges the static charge. As the expected was performed on the basis of GUM [12]. Based on the
value for the additionally acting forces δMF , a value of model equation (2) and on the explanations given so far with
0 N m is assumed. As an effect could no longer be detected respect to the contributions of the influencing quantities, the
with the best measuring instruments, the detection limit of values shown exemplarily in tables 2 to 5 are obtained for the
a precision transducer (TT1 with approximately 1.3 mV/V) measurement uncertainties. The effective degrees of freedom
with a precision measurement transducer (DMP40, resolution have not been checked.
to 106 increments) was used as uncertainty for this quantity, As the angle α enters into the formula with the cosine,
so that a value of less than 0.001 mN m is obtained. For the its derivative—the sine function—furnishes, however, at
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Metrologia 51 (2014) 87 D Röske
α = 0 rad, the value ‘zero’. This would lead to a sensitivity for this length, comparisons with the 1 kN m torque standard
coefficient having the value zero. Although the contribution of machine were performed in the upper measurement range up
the inclination is negligible for the small values regarded here, to 1 N m, for which an expanded (k = 2) relative measurement
a value according to [13] is applied to take this contribution uncertainty of 2 × 10−5 is stated. In addition, long-term
also into account in the uncertainty budget. Hereby, the investigations were carried out with the aid of stable transfer
partial derivative of the model function according to α is not standards which are, from time to time, calibrated under the
determined at the position α = 0 rad, but at the value of the same constant conditions.
uncertainty of the angle α. Although this influence is, thereby,
rather somewhat overestimated, this has—due to the smallness
4.1. Length measurements
of the amount—no influence on the budget.
At a later date, the lever length was checked once again with
4. Measurement results a portable coordinate measuring device (‘measuring arm’) for
which a calibrated length standard was available as reference
The procedures described in the preceding section have been standard. Here, too, the small deviation could be seen which
supplemented by exhaustive measurements, in particular with had already been determined before, and the measurements led
respect to the lever length. To verify the measured values to slightly adapted values for the correction factors (0.999 834
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Metrologia 51 (2014) 87 D Röske
compared to 0.999 854 before). The length difference between were used for the evaluation. Table 7 shows the result of such
the right and the left lever arm had, before, been compensated an evaluation of the long-term stability of the transducer, of
for by an additional piece of metal foil. After all these measures the measurement amplifier and of the calibration machine.
had been taken, very good agreement was achieved between The relative deviations are calculated from the deflections
the calibration results obtained on the 1 N m torque standard measured at the later date DDate2 and at the earlier date DDate1
machine and those obtained with the 1 kN m torque standard according to
machine. In the near future, the length measurement using DDate2 − DDate1
d= . (4)
absolute laser interferometry will be investigated in order to DDate1
further improve the traceability of the lever length. In the future, the long-term stability of the machine will
also be observed by repeated comparison measurements with
4.2. Comparison measurements the 1 kN m torque standard machine.
For the comparison measurements, mainly the TT1 transducers
with a measurement range of 1 N m were used which are 4.4. Typical calibration results
available in the laboratory. In other comparison measurements, As a typical calibration result, the results of another customer’s
transducers of this type have demonstrated very small relative transducer were selected. This TT1 transducer with a nominal
reproducibility uncertainties in the range of a few 10−6 [14]. torque of 1 N m was calibrated in the measurement range
In order to eliminate the influence of residual deviations in from 0.1 N m to 1 N m in accordance with DIN 51309 [15],
the weight of the masses, the measurements were carried out separately for clockwise and anticlockwise torque. In addition,
before and after the weight sets were exchanged. The result the torque was measured in the partial range between 0.01 N m
of a comparison measurement, which has been performed in and 0.1 N m—also separately for clockwise and anticlockwise
connection with the measuring machine discussed here, is torque. The two measurement results obtained each time in the
shown in table 6. In this table, the relative deviations are points jointly measured (0.1 N m and −0.1 N m)—in the full
calculated from the mean values according to measurement range with the first mass of the associated mass
D1 N m,corr − D1 kN m set for 1 N m, in the partial range with all ten masses of the
d= . (3) mass set for 0.1 N m—show very good agreement. The values
D1 kN m
are shown in table 8. The relative deviations are calculated
according to (4).
4.3. Long-term stability
Two figures show the characteristic curves of the
The long-term stability was evaluated by comparing the transducer in the full range (figure 7) and in the partial range
calibration results of one transducer that had been obtained (figure 8). The full symbols identify the results for torques
at different times. Here, ensuring the constancy of the with increasing amount, the empty symbols show torques with
calibration conditions proved to be a particular challenge. decreasing amount.
A transducer of the type DmTN/1 N m of a customer was The curves reflect the relative deviations of the measured
calibrated three times over a period of four years. As it is values from a fitting straight line, the deviations being related to
known that transducers are not yet very stable—in particular the measured mean value of the final values. The fitting straight
at the beginning of their history—only the last two results of line is defined by the value of its slope which is contained
the calibration of this transducer from the years 2011 and 2013 in the caption (the axis intercept is zero). The curves for
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Metrologia 51 (2014) 87 D Röske
0.02
0.01
Linearity deviations in % of F.S.
0.00
-0.01
-0.02
-0.03
-0.04
-1 -0.8 -0.6 -0.4 -0.2 0 0.2 0.4 0.6 0.8 1
Torque in N·m
0°inc 0°dec 0°inc2 120°inc
120°dec 240°inc 240°dec
Figure 7. Characteristic curves (linearity deviations in % of full scale) of a TT1/1 N m transducer in the full measurement range (reference
value = slope of the fitting straight line: 1.226 630 mV/V).
0.02
Linearity deviations in % of F.S.
0.01
0.00
-0.01
-0.02
-100 -80 -60 -40 -20 0 20 40 60 80 100
Torque in mN·m
0°inc 0°dec 0°inc2 120°inc
120°dec 240°inc 240°dec
Figure 8. Characteristic curves (linearity deviations in % of full scale) of the TT1/1 N m transducer shown in figure 6 in the partial range up
to 10% of the nominal torque (reference value = slope of the fitting straight line: 0.122 723 mV/V).
clockwise and anticlockwise torque should not be regarded as 10 mN m. This is indicated by the return of the curve shape to
coherent; the respective starting points of the curve branches the zero point to, on average, almost the same relative value
have been displaced into the coordinate origin by programmed of 0.005% in both cases. This value is in figure 8 not ten
taring of the raw data. In particular, the zero points which times larger than in figure 7 as could be expected. This seems
have not been tared are—after loading with clockwise torque— to be due to the larger influence of the creep (relative creep
clearly different from those after loading with anticlockwise characteristic: approximately (2–4) × 10−4 ) in the full range
torque [16]. so that the remaining deviation of the signal from the zero point
One can see immediately that the characteristic curves of is, in the case of figure 7, larger by approximately a factor of
the partial range measurement in figure 8 are not as smooth ten in absolute values. This influence also plays a role in the
as those of the full range. Due to the reference value which case of the fitting straight line, as the times for loading with
is ten times smaller, small variations of the measurement one weight or loading with ten weights are different.
signal manifest themselves ten times stronger in the relative
quantities. In addition, the different scalings of the ordinate
axis in the two diagrams must be taken into account. 5. Summary
The characteristic curves shown in the figures illustrate—
in particular near the zero point—that there is no indication The investigations and measurement results presented here in
of excessive friction influences of the air bearing down to connection with the metrological characterization of a 1 N m
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Metrologia 51 (2014) 87 D Röske
torque standard machine with load masses acting directly on [7] Adolf K, Mauersberger D and Peschel D 1995 Specifications
an Invar lever supported on an air bearing show that the unit and uncertainty of measurement of the PTB’s 1 kNm torque
standard machine Proc. 14th IMEKO TC3 Conf. (Warsaw,
‘torque’ can—with this method—be realized down to values
Poland, 5–8 September 1995) pp 174–6
from 1 mN m to 10 mN m with small expanded (k = 2) [8] Picard A, Davis R S, Gläser M and Fujii K 2008 Revised
measurement uncertainties of 0.1%, in the torque range from formula for the density of moist air (CIPM-2007)
0.01 N m to 0.1 N m with uncertainties of less than 0.02%, and Metrologia 45 149–55
uncertainties below 0.01% in the torque range from 0.1 N m to [9] Peschel D and Röske D 2005 Messunsicherheiten bei der
Drehmomentmessung Techn. Mess. 72 308–24
1 N m. These values should serve as basis for a ‘Calibration
[10] Röske D and Adolf K 1995 On the problem of lever arm
and Measurement Capabilities’ (CMC) application. The limits lengths in the realization of the torque—finite element
are mainly set by the properties of the air bearing. Friction calculations on lever models Proc. 14th IMEKO
influences cannot be ruled out and play—in spite of their TC3 Conf. (Warsaw, Poland, 5–8 September 1995)
smallness in the µN m range—a dominating role in the case pp 178–82
[11] Röske D, Adolf K and Peschel D 2000 Lever optimization for
of the very small torque values.
torque standard machines Proc. 16th IMEKO World
Congress (Vienna, Austria, 25–28 September 2000) vol III,
References pp 247–51
[12] JCGM 2013 Evaluation of Measurement Data—Guide
[1] 2013 Data sheet of D-2452—Reactive Torque Sensor by to the Expression of Uncertainty in Measurement
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[2] 2013 Data sheet of T20WN—Torque Transducer with 15 June 2013
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PTB) p 171 (in German) Drehmomentmessgeräten für statische Drehmomente,
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