## FIELD OF APPLICATION

Static calibration of torque wrenches used as “transfer standards” for calibrating torque wrench calibration devices

Calibration of high-precision torque wrenches

The procedure for classification and determination of the expanded measurement uncertainty is described

In particular, transfer (or reference) wrenches are designed to apply torque by means of a lever arm and are insensitive to cross-forces or bending moments

*The numbers below identify the paragraphs of the standard*

### 3. Characteristics of the torque wrench

• All components of the instrument, including the cable, must be identified (manufacturer name, type, 4 or 6 wires, serial number, etc.)

• The nominal torque must be indicated

• The connection between the wrench and the calibration equipment must not introduce cross-forces or bending moments

• It shall be possible to modify the torque application point:

– in transfer wrenches in the range of common torque wrenches (defined in DKD-R 3-8, in function of the nominal torque )

– in other torque wrenches, of half length of the handle

### 4.1 Calibration of torque wrench

• Calibration = Applying known torques to the transducer and recording the data furnished by it

• I can exchange the reading unit if the additional uncertainty due to the exchange is less than 1/3 of the relative uncertainty of the calibration result (SCS takes this into account in the uncertainty balance)

• Components and adapters must withstand 1.5 times the maximum torque transmitted

• Before calibration the torque wrench and adapters must be charged at least 4 times with an overload of 8 to 12% of the nominal torque, for 1 to 1.5 minutes (for safety and to avoid damage during calibration)

### 4.2 Resolution of the indicating device

• The resolution r is the increment of the last active number, provided that the maximum fluctuation is 1 increment when the instrument is unloaded

• If the indication changes more than 1 increment, the resolution is half the fluctuation + 1 digit

• The minimum value of the measuring range is defined according to the class in the further table (classification criteria)

• For display units with active zero-point suppression, the zero-point suppression shall be switched off for determining the indication

### 4.3 Preparation of the calibration

• All adjustments, if any, must be recorded

• Measurements shall be made after temperature stabilization

• The zero signal must be recorded before and after the calibration with unloaded torque in the vertical position

• Positive indication for clockwise torque

### 4.4 Calibration procedure

• Clockwise or counterclockwise calibration in the specified steps (usually 5 steps in the measuring range)

• We have defined a wait time of 10 seconds every step, as constant as possible

• Preload to nominal torque must be performed 3 times in the first cycle of the direction of calibration and once after each change of mounting position

• After each preload (short time) wait for zero stabilization (max. 3 minutes) and record the value

• After the last preload in the first mounting position, record the creep after 3 minutes

• Preferably the calibration should be done in 3 positions at 120°

• For classes 1, 2 and 5 it possible only one rotation at 90° or 120°

• The number of measurement depends on the class of the torque transducer, as shown in the following table

**Number of required measuring series**

The minimum number of torque stages (in addition to the zero stage) shall be as follow:

• classes 0,05 to 0,2 = 8 (suitably distributed over the measuring range)

Note: for exemple, in steps of 10, 20, 30, 40, 50, 60, 80 e 100 % ME or

2, 5, 10, 20, 40, 60, 80 e 100 % ME

• class 0,5 = 5 (20, 40, 60, 80 e 100 % ME)

• classes 1 to 5 = 3 (20, 60 e 100 % di ME) (SCS procedure for class 1: 5 steps)

The minimum value of the measuring range shall be one of the calibration value.

### Sequence of calibration for class 1

• The ambient temperature must be between 18 and 28°C (preferably 22°C) and stable within ±1 K.

• The interval between two loading steps must be the same, especially in the presence of creeping

• The indication before measurement may be zeroed or taken into account in the calculation

• For instruments with a defined scale (N∙m) the indication must be zeroed at the beginning of each series of measurements

### Changes in lever arm length

(only for transfer wrenches)

• To evaluate the influence of the point of application of the force to the lever arm, a series of lever arm length, mean and short lever, in function of the nominal torque (transfer wrenches only) are provided as in the table.

• For standard wrenches, a half length variation from the center of the handle is provided

• For torques greater than 2000 N·m appropriate lever arm lengths will be selected

### 4.4.7 Evaluation of the torque wrench

**Reproducibility b, repeteability b’ and bl **• Reproducibility b is calculated for each calibration point as the difference between the increasing series at different mounting positions mean length of the lever arm

• The repeatability b’ is calculated for each calibration point as the difference between the increasing series in the same mounting position and the mean lever arm length

• The repeatability bl is calculated for each calibration point as the difference between the values of the second increasing series of mean lever arm length values and the series of values with minimum lever arm

### Interpolation error fa

• The interpolation error fa is determined with the aid of a smoothing function calculated through the origin point and in function of the calibration points used by means of an equation of 1st or 3rd degree

• The interpolation error is calculated for each calibration step as the difference between the calibration result and the associated value of the smoothing function

• For torque wrenches with a defined scale (such as SCS wrenches), the display deviation fq is determined

### Relative error of the zero signal f0

• The zero value shall be recorded prior to each increasing series and after each decreasing series

• The zero value shall be read approximately 30 s after complete unloading

• The zero error f0 is calculated as the maximum absolute value of the difference between the two readings at all mounting positions

### Reversibility (histeresis) h

• The reversibility error h(MK) is determined for each calibration torque as the maximum value of the absolute values of the differences between the indications of the increasing and decreasing series for each torque step

### Calibration result X

• The estimated value for each torque value represents the mean value of the results of the increasing torque measurement series with mean lever arm length

### Indication error fq

• The indication deviation fq is only determined for torque instrument which display the result directly in the torque unit and for which an electronic adaptation of the indication to the interpolation function of the calibration result is not possible

• Represents the difference between the mean value of the increasing torques in the different mounting positions and the reference torque applied

### Principle of classification

The measuring range for which a certain class is assigned to the torque wrench comprises all calibration torques for which the corresponding classification criteria are met – from the upper limit of the measurement range to the smallest calibration torque

For the classification, the minimum value of the measurement range shall be:

• ≤ 20% of ME for classes 0.2 to 5

### Classification criteria

For the purposes of classification, the absolute quantities are converted into relative quantities according to the next table. The following criteria must thereby be taken into account:

• Range with the same installation orientation,

• range with different installation orientations,

• range with different lever arm lengths,

• interpolation deviation or indication deviation,

• zero-point deviation and

• reversibility range.

### Classification criteria for torque wrenches

*Our spreadsheet automatically checks all values to determine the class of the torque wrench*

### Calibration certificate

We will later analyse in detail the calibration certificate, which must contain the following information at least

• applicant,

• identity of all elements of the torque wrench and the torque introduction parts, as well as designation of the calibration device,

• information concerning left and right torque, as well as lever arm lengths,

• classification result with listing of the associated measuring range and the measurement uncertainty according to Appendix B,

• estimate (mean values from the measured values of the upward series) and the balancing function,

• ambient temperature at which the calibration was performed,

• date of the calibration,

• information for identifying the calibration laboratory,

• reference to this directive.

The calibration certificate additionally should include:

• table of the measured values and the calculated characteristics according to item 4.4.7 and a graphic representation of the curve.

For torque wrenches with defined scale (such as SCS), it is possible to declare compliance with the parameters required by one class; for other torque wrenches, it is only possible to indicate the interpolation curve equation in addition.

### Period of validity

The maximum period of validity of the certificate must not exceed 26 months, but annual frequency is generally recommended, especially if there are particular traceability requirements or required by quality assurance regulations

The torque wrench shall be re-calibrated:

• if it has undergone an overload which is higher than that applied during the overload test

• after corrective maintenance has taken place; or

• after an improper operation which can have an influence on the metrological properties or the measurement uncertainty.

### Measurement uncertainty budget (according to DKD-R 3-7)

The relative standard measurement uncertainty w correlated to the torque M is given by:

where:

wKE is the uncertainty of the calibration system and also the various influences ∂M participate:

• δM1 Influence of the resolution r of the display unit on the calibration object

• δM2 Influence of the repeatability b‘

• δM3 Influence of the reproducibility b

• δM4 Influence of the reversibility range h

• δM5 Influence of the return to zero f0

• δM6 Influence of the force introduction conditions bl

• δM7 Influence of the indication or interpolation deviation fq or fa respectively.

• δM8 Influence of the measurement uncertainty UKE of the torque calibration device, including a portion for long-time stability of the torque calibration device.

• For undefined scale and use of linear equation or for defined scale the expanded uncertainty range W’ takes into account the deviations of interpolation fa or display fq as follows

*for undefined scale and use of linear equation*

*for defined scale*

*The calculations are automatically performed on the spreadsheet and the results are given on page 4 of the calibration certificate (Table 8.1)*

### Distribution functions

DKD-R 3-7 contains a table for calculating the relative standard deviations of the different influences that contribute to the calculated uncertainty:

*On our spreadsheet the calculations are developed as indicated in the standard*

### Reference uncertainty

This single calculation formula is considered with contributions as shown in the table:

*These calculations are processed in the spreadsheet and the result is taken into account in the calculation of the calibration uncertainty of a torque transducer*

## CALIBRATION CERTIFICATE

### Page 1: cover page

The first page is in conformity with the ACCREDIA model: in addition to the Accredia logo, there is also the SCS logo. These logos are shown on each page of the calibration certificate. The page contains identification of the customer and information concerning the order, information on the instrument to be calibrated (type, model and serial number), date of receipt of the instrument and date of calibration, logistical information of the laboratory and authorized signature (the Head of the Centre or the Substitute).

### Page 2: informations

In the second page, in accordance with the Accredia model, further informations are provided:

• the reference standard

• the identification details of the Laboratory reference and its traceability (calibration certificate and uncertainties)

• identification and characteristics of the amplifier connected to the reference

• cable and adapters characteristics.

### Page 3: informations

The following informations are detailed:

characteristics of the instrument to be calibrated, its amplifier, cables, adapters, sensitivity, calibration installation, environmental conditions, calibration location (in case of external calibrations) and zero signal value, before and after calibration, and any other information related to calibration.

### Pagina 4: calibration and classification results

On this page are shown the uncertainty values in relation to the linear interpolation curves (clockwise and/or counterclockwise) and, as in this case, the uncertainty for instruments at a defined scale.

The second table provides the classification according to DKD-R 3-7 according to the parameters contained in table 9 on the next page.

### Page 5: interpolation equations and classification criteria

In this page are indicated:

9. Interpolation equations, which will be used for the classification of the torque transducer and to obtain the values of the following tab. 13 on page 7 (cubic interpolation)

10. Values for the classification criteria of the torque transducer.

The class is determined automatically, verifying that all the parameters meet the requirements of the standard.

### Page 6: measuring data

• In this page there is a table where are indicated the measured values as a function of the applied torque, according to the defined measuring cycles.

• In this table the values are in N∙m but could also be expressed in mV/V.

### Page 7: results in diagram and cubic interpolation

• The first graph shows the relative error in the individual calibration steps

• The second graph shows the trend of the interpolation error

• The cubic interpolation table shows the values calculated using the formulas in paragraph 9.1 of page 5 for the intermediate values of the various measurement steps.