Operational Modes of Instrumentation

Authored by: Richard S. Figliola

Measurement, Instrumentation, and Sensors Handbook

Print publication date:  January  2014
Online publication date:  April  2016

Print ISBN: 9781439848883
eBook ISBN: 9781439848890
Adobe ISBN:

10.1201/b15474-5

 

Abstract

Clemson University

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Operational Modes of Instrumentation

3.1  Null Instrument

The null method is one possible mode of operation for a measuring instrument. A null instrument uses the null method for measurement. In this method, the instrument exerts an influence on the measured system so as to oppose the effect of the measurand. The influence and the measurand are balanced until they are equal but opposite in value, yielding a null measurement. Typically, this is accomplished by some type of feedback operation that allows the comparison of the measurand against a known standard value. The key features of a null instrument include an iterative balancing operation using some type of comparator, either a manual or automatic feedback used to achieve balance, and a null deflection at parity.

A null instrument offers certain intrinsic advantages over other modes of operation (e.g., see deflection instruments). By balancing the unknown input against a known standard input, the null method minimizes interaction between the measuring system and the measurand. As each input comes from a separate source, the significance of any measuring influence on the measurand by the measurement process is reduced. In effect, the measured system sees a very high input impedance, thereby minimizing loading errors. This is particularly effective when the measurand is a very small value. Hence, the null operation can achieve a high accuracy for small input values and with a low loading error. In practice, the null instrument will not achieve perfect parity due to the usable resolution of the balance and detection methods, but this is limited only by the state of the art of the circuit or scheme being employed.

A disadvantage of null instruments is that an iterative balancing operation requires more time to execute than simply measuring sensor input. Thus, this method might not offer the fastest measurement possible when high-speed measurements are required. However, the user should weigh achievable accuracy against needed speed of measurement when considering operational modes. Further, the design of the comparator and balance loop can become involved such that highly accurate devices are generally not the lowest cost measuring alternative.

An equal-arm balance scale is a good mechanical example of a manual balance-feedback null instrument, as shown in Figure 3.1. This scale compares the unknown weight of an object on one side against a set of standard or known weights. The known values of weight are added iteratively to one side to exert an influence to oppose the effect of the unknown weight on the opposite side. Until parity, a high or low value is noted by the indicator providing the feedback logic to the operator for adding or removing weights in a balancing iteration. At true parity, the scale indicator is null; that is, it indicates a zero deflection. Then, the unknown input or measurand is deduced to have a value equal to the balance input, the amount of known weights used to balance the scale. Factors influencing the overall measurement accuracy include the accuracy of the standard weights used and resolution of the output indicator and the friction at the fulcrum. Null instruments exist for measurement of most variables. Other common examples include bridge circuits, often employed for highly accurate resistance measurements and found in load cells, temperature-compensated transducers, and voltage-balancing potentiometers used for highly accurate low-voltage measurements.

Measurand and the known quantities balance one another in a null instrument.

Figure 3.1   Measurand and the known quantities balance one another in a null instrument.

Within the null instrument, the iteration and feedback mechanism is a loop that can be controlled either manually or automatically. Essential to the null instrument are two inputs: the measurand and the balance input. The null instrument includes a differential comparator, which compares and computes the difference between these two inputs. This is illustrated in Figure 3.2. A nonzero output from the comparator provides the error signal and drives the logic for the feedback correction. Repeated corrections provide for an iteration toward eventual parity between the inputs and the results in the null condition where the measurand is exactly opposed by the balance input. At parity, the error signal is driven to zero by the opposed influence of the balance input, and the indicated deflection is at null, thus lending the name to the method. It is the magnitude of the balance input that drives the output reading in terms of the measurand.

Null instrument requires input from two sources for comparison.

Figure 3.2   Null instrument requires input from two sources for comparison.

3.2  Deflection Instrument

The deflection method is one possible mode of operation for a measuring instrument. A deflection instrument uses the deflection method for measurement. A deflection instrument is influenced by the measurand so as to bring about a proportional response within the instrument. This response is an output reading that is a deflection or a deviation from the initial condition of the instrument. In a typical form, the measurand acts directly on a prime element or primary circuit so as to convert its information into a detectable form. The name is derived from a common form of instrument where there is a physical deflection of a prime element that is linked to an output scale, such as a pointer or other type of readout, which deflects to indicate the measured value. The magnitude of the deflection of the prime element brings about a deflection in the output scale that is designed to be proportional in magnitude to the value of the measurand.

Deflection instruments are the most common of measuring instruments. The relationship between the measurand and the prime element or measuring circuit can be a direct one, with no balancing mechanism or comparator circuits used. The proportional response can be manipulated through signal-conditioning methods between the prime element and the output scale so that the output reading is a direct indication of the measurand. Effective designs can achieve a high accuracy, yet sufficient accuracy for less demanding uses can be achieved at moderate costs.

An attractive feature of the deflection instrument is that it can be designed for either static or dynamic measurements or both. An advantage to deflection design for dynamic measurements is in the high dynamic response that can be achieved. A disadvantage of deflection instruments is that by deriving its energy from the measurand, the act of measurement will influence the measurand and change the value of the variable being measured. This change is called a loading error. Hence, the user must ensure that the resulting loading error is acceptable. This usually involves a careful look at the instrument input impedance for the intended measurement.

A spring scale is a good, simple example of a deflection instrument. As shown in Figure 3.3, the input weight or measurand acts on a plate spring. The plate spring serves as a prime element. The original position of the spring is influenced by the applied weight and responds with a translational displacement, a deflection x. The final value of this deflection is a position that is at equilibrium between the downward force of the weight, W, and the upward restoring force of the spring, kx. That is, the input force is balanced against the restoring force. A mechanical coupler is connected directly or by linkage to a pointer. The pointer position is mapped out on a corresponding scale that serves as the readout scale. For example, at equilibrium W = kx or by measuring the deflection of the pointer, the weight is deduced by x = W/k.

The flow-diagram logic for a deflection instrument is rather linear, as shown in Figure 3.4. The input signal is sensed by the prime element or primary circuit and thereby deflected from its initial setting. The deflection signal is transmitted to signal conditioners that act to condition the signal into a desired form. The examples of signal conditioning are to multiply the deflection signal by some scaler magnitude, such as in amplification or filtering, or to transform the signal by some arithmetic function. The conditioned signal is then transferred to the output scale, which provides the indicated value corresponding to the measurand value.

Deflection instrument requires input from only one source but may introduce a loading error.

Figure 3.3   Deflection instrument requires input from only one source but may introduce a loading error.

Logic flowchart for a deflection instrument is straightforward.

Figure 3.4   Logic flowchart for a deflection instrument is straightforward.

3.3  Analog and Digital Sensors

Analog sensors provide a signal that is continuous in both its magnitude and its temporal (time) or spatial (space) content. The defining word for analog is “continuous.” If a sensor provides a continuous output signal that is directly proportional to the input signal, then it is analog.

Most physical variables, such as current, temperature, displacement, acceleration, speed, pressure, light intensity, and strain, tend to be continuous in nature and are readily measured by an analog sensor and represented by an analog signal. For example, the temperature within a room can take on any value within its range, will vary in a continuous manner in between any two points in the room, and may vary continuously with time at any position within the room. An analog sensor, such as a bulb thermometer or a thermocouple, will continuously respond to such temperature changes. Such a continuous signal is shown in Figure 3.5, where the signal magnitude is analogous to the measured variable (temperature) and the signal is continuous in both magnitude and time.

Digital sensors provide a signal that is a direct digital representation of the measurand. Digital sensors are basically binary (“on” or “off”) devices. Essentially, a digital signal exists at only discrete values of time (or space). And within that discrete period, the signal can represent only a discrete number of magnitude values. A common variation is the discrete sampled signal representation, which represents a sensor output in a form that is discrete both in time or space and in magnitude.

Digital sensors use some variation of a binary numbering system to represent and transmit the signal information in digital form. A binary numbering system is a number system using the base 2. The simplest binary signal is a single bit that has only one of two possible values, a 1 or a 0. Bits are like electrical “on–off” switches and are used to convey logical and numerical information. With appropriate input, the value of the bit transmitted is reset corresponding to the behavior of the measured variable. A digital sensor that transmits information one bit at a time uses serial transmission. By combining bits or transmitting bits in groups, it is also possible to define logical commands or integer numbers beyond a 0 or 1. A digital sensor that transmits bits in groups uses parallel transmission. With any digital device, an M-bit signal can express 2M different numbers. This also provides the limit for the different values that a digital device can discern. For example, a 2 bit device can express 22 or 4 different numbers, 00, 01, 10, and 11, corresponding to the values of 0, 1, 2, and 3, respectively. Thus, the resolution in a magnitude discerned by a digital sensor is inherently limited to 1 part in 2M.

Thermocouple provides an analog signal for processing.

Figure 3.5   Thermocouple provides an analog signal for processing.

Rotating shaft with a revolution counter produces a digital signal.

Figure 3.6   Rotating shaft with a revolution counter produces a digital signal.

The concept of a digital sensor is illustrated by the revolution counter in Figure 3.6. Such devices are widely used to sense the revolutions per minute of a rotating shaft. In this example, the sensor is a magnetic pickup/voltage converter that outputs a pulse with each pass of a magnetic stud mounted to a hub on the rotating shaft. The output from the pickup normally is “off” but is momentarily turned “on” by the passing stud. This pulse is a voltage spike sent to a digital register whose value is increased by a single count with each spike. The register can send the information to an output device, such as the digital display shown. The output from the sensor can be viewed in terms of voltage spikes with time. The count rate is related to the rotational speed of the shaft. As seen, the signal is discrete in time. A single stud with pickup will increase the count by one for each full rotation of the shaft. The fractions of a rotation can be resolved by increasing the number of studs on the hub. In this example, the continuous rotation of the shaft is analog but the revolution count is digital. The amplitude of the voltage spike is set to activate the counter and is not related to the shaft rotational speed.

3.4  Analog and Digital Readout Instruments

An analog readout instrument provides an output indication that is continuous and directly analogous to the behavior of the measurand. Typically, this might be the deflection of a pointer or an ink trace on a graduated scale or the intensity of a light beam or a sound wave. This indicated deflection may be driven by changes in voltage or current; or by mechanical, magnetic, or optical means; or combinations of these. The resolution of an analog readout is defined by the smallest usable increment on its readout scale. The span of the readout is defined by the difference between the minimum and the maximum values that it can indicate. Its range specifies the minimum and maximum values that it can indicate.

A digital readout instrument provides an output indication that is a discrete value. The value is directly related to the value of the measurand. The digital readout is typically in the form of a numerical value that is either a fixed number or a number that is updated periodically. One means of displaying a digital number is the seven-segment digital display chip, shown in Figure 3.7, whose output can be updated by altering the grounding inputs A through G. The resolution of a digital readout is given by its least count, the equivalent amount of the smallest change resolved by the least significant digit in the readout. The span and the range are defined as for analog instruments.

Many digital devices combine features of an analog sensor with a digital readout or, in general, convert an analog signal to a discrete signal, which is indicated through a digital output. In such situations, an analog-to-digital converter (ADC) is required. This hybrid device has its analog side specified in terms of its full-scale analog range, EFSR, which defines the analog voltage span over which the device will operate. The digital side is specified in terms of the bit size of its register. An M-bit device will output an M-bit binary number. The resolution of such a device is given by EFSR/2M.

Seven-segment display chip can display any digit from 0 to 9.

Figure 3.7   Seven-segment display chip can display any digit from 0 to 9.

3.5  Input Impedance

In the ideal sense, the very act of measurement should not alter the value of the measured signal. Any such alteration is a loading error. Loading errors can occur at any junction along the signal chain but can be minimized by impedance matching of the source with the measuring instrument. The measuring instrument input impedance controls the energy that is drawn from the source, or measured system, by a measuring instrument. The power loss through the measuring instrument is estimated by P = E2/Z2 where Z2 is the input impedance of the measuring instrument and E is the source voltage potential being measured. Thus, to minimize the power loss, the input impedance should be large.

This same logic holds for the two instruments in a signal chain as the subsequent instrument draws energy from the previous instrument in the chain. As a general example, consider the situation in Figure 3.8 in which the output signal from one instrument provides the input signal to a subsequent device in a signal chain. The open circuit potential, E1, is present at the output terminal of source device 1 having output impedance, Z1. Device 2 has input impedance Z2 at its input terminals. Connecting the output terminals of Device 1 to the input terminals of Device 2 creates the equivalent circuit also shown in Figure 3.7. The potential actually sensed by Device 2 will be

E 2 = E 1 1 1 + Z 1 / Z 2

The difference between the actual potential E1 at the output terminals of Device 1 and the measured potential E2 is a loading error brought on by the input impedance of measuring Device 2. It is clear that a high input impedance Z2 relative to Z1 minimizes this error. A general rule is for the input impedance to be at least 100 times the source impedance to reduce the loading error to 1%.

Equivalent circuit is formed by applying a measuring instrument to the output terminals of an instrument.

Figure 3.8   Equivalent circuit is formed by applying a measuring instrument to the output terminals of an instrument.

In general, null instruments and null methods will minimize loading errors. They provide the equivalent of a very high input impedance to the measurement, minimizing energy drain from the measured system. Deflection instruments and deflection measuring techniques will derive energy from the process being measured and therefore require attention to proper selection of input impedance.

Defining Terms

Analog sensor: Sensors that output a signal that is continuous in both magnitude and time (or space).

Deflection instrument: A measuring device whose output deflects proportional to the magnitude of the measurand.

Digital sensor: Sensors that output a signal that is discrete (noncontinuous) in time and/or magnitude.

Input impedance: The impedance measured across the input terminals of a device.

Loading error: That difference between the measurand and the measuring system output attributed to the act of measuring the measurand.

Measurand: A physical quantity, property, or condition being measured. Often, it is referred to as a measured value.

Null instrument: A measuring device that balances the measurand against a known value, thus achieving a null condition. A null instrument minimizes measurement loading errors.

Readout: This is the display of a measuring system.

Resolution: This is the least count or smallest detectable change in measurand capable.

Sensor: The portion of a measurement system that responds directly to the physical variable being measured.

Further Information

Doebelin, E. O., Measurement Systems, 4th edn., New York: McGraw-Hill, 1990.
Figliola, R. S. and D. E. Beasley, Theory and Design for Mechanical Measurements, 5th edn., New York: Wiley, 2011.
Northrop, R. B., Introduction to Instrumentation and Measurement, Boca Raton, FL: CRC Press, 2005.
Wobschall, D., Circuit Design for Electronic Instrumentation: Analog and Digital Devices from Sensor to Display, 2nd edn., New York: McGraw-Hill, 1987.
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