2012 Tutorial Workshops
The 2012 MSC will host the following Tutorial Workshops. Tutorial Workshops are either full day or half day, offered same day in the morning and afternoon or only in the morning or afternoon.
Tutorial Workshops will begin on Tuesday, March 20, 2012 and end on Wednesday, March21, 2012.
Tuesday, 20 March 2012
T01 Calibration Records - From Hardcopy to Paperless - As Simple As 1, 2, 3!
T03 Practical Dimensional Metrology CANCELED
T04 Moisture and Humidity Measurement and Calibration CANCELED
T05 Project Management Body of Knowledge Workshop
T06 Fundamentals of Temperature Calibration
T07 Radiation Thermometry Fundamentals
T08 Running an Effective Laboratory-Measuring Performance
T09 Force Calibration: Methods and Uncertainties
T10 Mass Metrology
T11 Electrical Measurement Workshop for Metrology Technicians
T25 The Back to Basics Tutorial
T26 Electronics Instrumentation in Oil & Gas Industries
Wednesday, 21 March 2012
T12 Measurement Uncertainty: Fundamental Applications and Considerations
T13 Fundamentals of Torque Calibration
T14 Substituting Test and Measuring Equipment: Evaluation and Documentation
T15 Measurement Uncertainty Made Easy
T16 Microwave and RF Power Sensor Calibration - Theory and Practice
T17 Do It Yourself Statistics. A Statistics Refresher For Metrologists
T18 Calibration challenges for EPA ENERGY STARR, Alternative Energy, and Green
T19 Uncertainty and Risk Analysis for Compliance with Z540.3 and other Standards
T20 Measurement Data Evaluation and Uncertainty Determination in Analytical Chemistry
T22 MET-CAL Advanced Programming "Manipulation of Strings"
T23 5S, Lean Thinking and Project Management for Metrology Labs
TUESDAY, MARCH 20, 2012
WORKSHOP T-01(Half Day): Calibration Records - From Hardcopy to Paperless - As Simple as 1, 2, 3!
Instructor: Jay L. Bucher, Ph.D.
Courtesy of Bucherview Metrology Services, LLC
Abstract: 12 years into the 21st Century, and the majority of calibration/metrology departments in biotech, pharmaceutical, and medical device companies are still collecting, storing, archiving and retrieving their calibration records in hardcopy format. For most departments, this places an enormous burden on them when it comes to filing, archiving, and retrieving records during audits. There is a very simple, cost effective and time saving solution - go paperless. You can still meet the FDA requirements under 21 CFR Part 11, Electronic Records, Electronic Signatures; and all of the calibration requirements that fall under the various 21 CFRs, including the compliance standards for ISO 9001:2008 & ISO 13485:2003. The learning objectives for this 4 hour tutorial are identifying the requirements; designing templates that meet those requirements; creating electronic templates that meet the regulations/standards; how to use/file/archive your records; and lessons learned about designing and using paperless calibration records.
For additional technical information contact Jay L. Bucher at (608) 846-6968, email: yokota-69@charter.net
Workshop Developer Biography: Dr. Jay L. Bucher started his calibration and metrology career with the U.S. Air Force's Precision Measurement Equipment Laboratories (PMEL) program, is a Senior member of ASQ, an ASQ Certified Calibration Technician (CCT), and an NCSLI section and region coordinator. He established Bucherview Metrology Services, LLC in 2002, and has consulted for clients ranging from NIST to a third-party one-man calibration function, including more than a dozen Fortune 400 companies. With more than 40 years in the metrology career field managing USAF PMELs, an FDA and ISO 13485 regulated metrology department, and educating calibration personnel with 60 days to 60 years of experience, Jay brings a unique perspective to quality training to meet traceable calibration requirements. He is the editor and coauthor of The Metrology Handbook and has authored five other books with his latest being A Paperless Calibration Department That Meets Biotech, Pharmaceutical & Medical Device Requirements. Jay has his B.S. and M.S. in Electronics Technology, and his Ph.D. in Traceable Calibration Technology. Jay lives in De Forest, Wisconsin, with his wife and two miniature long-haired Dachshunds.
WORKSHOP T-02(Half Day): Basic Training For New Calibration Technicians In The Biopharma & Medical Device Industries - Getting A Leg Up On The Competition!
Instructor: Jay L. Bucher, Ph.D.
Courtesy of Bucherview Metrology Services, LLC
Abstract: Most biopharma and medical device companies give calibration responsibilities to the lowest ranking member of their quality assurance department. That is how it used to be done, but this is the 21st Century and times have changed. A quality calibration program, no matter if all their test equipment is sent out for calibration/repair, or accomplished in-house, must include a training program which is a mandatory requirement under ISO standards and FDA regulations. This 4 hour tutorial provides the basic training needed to get started in the right direction for any calibration/metrology department. The learning objectives for this workshop are: The real meaning of calibration and traceability; What the regulations actually say; Calibration records and what to do with them; The five steps of a quality calibration program; and Surviving an audit/inspection.
For additional technical information contact Jay L. Bucher (608) 846-6968, email: yokota-69@charter.net
Workshop Developer Biography: see T-01
WORKSHOP T03 Practical Dimensional Metrology CANCELED
WORKSHOP T04 Moisture and Humidity Measurement and Calibration CANCELED
WORKSHOP T-05 (Full Day): Project Management Body of Knowledge Workshop
Instructor(s): Chester Franklin
Courtesy of CSC - Navy and Marine Corps Technology Center (NMCTC)
Abstract: This workshop will provide the necessary project management tools to ensure that projects remain on time and within budget throughout their lifecycle.
This workshop is based on the nine knowledge areas identified in A Guide to the Project Management Body of Knowledge (PMBOK®), fourth edition, published by the Project Management Institute and adopted as American National Standard ANSI/PMI 99-001-2008. The PMBOK® defines a project as a temporary endeavor undertaken to create a unique product, service, or result. The temporary nature of projects indicates a definite beginning and end. This workshop defines and describes the 42 project management processes comprising the five process groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. This workshop will also provide a section on systems engineering management, which is an iterative, comprehensive technical management process that evaluates, manages, and controls the technical aspects of a project. This workshop will address functional disciplines required to design, develop, test, produce, and support the end product of a project.
For additional technical information contact Chester Franklin, (951) 898-3144 email: franklin@cscnorco.com
Workshop Developer Biography: Chester Franklin is a professional speaker, trainer, facilitator and consultant. His appearances include speaking for organizations such as The American Society for Quality (ASQ), Rotary International, Pepperdine University of Los Angeles, and as a member of Toastmasters International. As a member of the International Transactional Analysis Association (ITAA) he was a group facilitator utilizing ITAA techniques. Technical paper presentations have been presented for corporations such as ITT and Hughes Aircraft, as well as professional societies such as The Measurement Science Conference (MSC), the International Metrology Confederation (IMEKO), the Croatian Metrology Society (HMD) and NCSLI International. His papers have been published in the proceedings of those organizations, and in the American Management Association. He has been a speaker and trainer in the U.S., Canada, Egypt and Croatia. He developed and presented training on Quality Management for officers of the Egyptian Air Force, and the Royal Malaysian Air Force. His academic pursuits include Behavioral Psychology at California State University, Los Angeles, and Organizational Behavior at the University of San Francisco. He has written, directed and performed in a number of stage plays. In the 1970’s he had a weekly column in a community newspaper under the by-line of “The View From Here”. His volunteer efforts have included Scoutmaster for the Boy Scouts of America, teaching introductory economics for the Junior Achievement Program, as well as presenting sermons as a layman at four churches. Mr. Franklin’s recognitions include a U.S. Patent, a copyrighted play; recognition in the 1990 Marquis Who’s Who in the West, Business Man of the Year 2004 and 2006, by the Republican National Business Committee, and commendations from various professional societies.
WORKSHOP T-06 (Half Day): Fundamentals of Temperature Calibration
Instructor: Thomas Wiandt
Courtesy of Fluke Calibration
Abstract: This presentation is a review of the fundamentals of temperature calibration. Topics include calibration equipment, calibration techniques, curve fitting issues, and the mathematics important to thermometry. Types of thermometers covered include platinum resistance thermometers, thermistors, thermocouples, and combined thermometer/readout systems. This segment is intended for those who are new to temperature calibration, those who need to validate what they already know, or those who just have some nagging questions that need to be answered.
For more information, contact Thomas Wiandt (801) 763-1700, e-mail tom.wiandt@flukecal.com
Workshop Developers Biography: Tom Wiandt joined Hart Scientific in 1995 as the calibration lab manager. In 2002, upon Professor Xumo Li’s retirement, Tom was promoted to Director of Metrology. Tom’s metrological career began in 1982 in the US Air Force and has spanned industries including the US department of defense, nuclear, and instrumentation. Although temperature metrology is his main subject, he has experience in DC/low frequency, pressure, and microwave metrology. Tom is a graduate of the USAF Precision Measurement School and the New York Institute of Technology. He is active in NCSLI and has received several awards over the years for his participation. Tom has published in both national and international journals, as well as many conference proceedings and general articles. Tom is a member of the American Physical Society and the American Society of Testing and Materials and serves as chairman of the ASTM sub-committee on fundamentals in thermometry.
WORKSHOP T-07 (Half Day): Radiation Thermometry Fundamentals
Instructor: Frank Liebman
Courtesy of Fluke Calibration
Abstract: This tutorial is an overview of radiation and infrared thermometry. It teaches the attendee information to use and calibrate these instruments. The tutorial consists of both classroom lectures and hands-on demonstrations. The ratio of lecture to hands-on is roughly two to one. The lectures cover basics of radiation temperature measurement, uncertainty budgets, radiation thermometry standards, and infrared thermometry calibration. The hands-on portion reinforces the topics coved in the lecture giving the user practical experience to include the calibration of an infrared thermometer. The attendee will be provided with a spreadsheet to facilitate the computation of uncertainty for this calibration. The type of radiation thermometer covered in this presentation is an infrared thermometer with a thermopile detector and an 8 – 14 µm bandwidth. However, the principals taught are applicable to other classifications of radiation thermometers to include radiation thermometers with pyroelectric detectors and thermal imagers. The tutorial is geared to those who are new to radiation thermometer metrology, those who need a refresher on the subject, and to those who would like to make better measurements.
For more information, contact Frank Liebman at (801) 763-1700, e-mail frank.liebmann@flukecal.com
Workshop Developers Biography: Frank Liebmann graduated from the University of Utah with a BS in Electrical Engineering. He is currently working on a Masters Degree in Quality Assurance at California State University Dominquez Hills. He has worked for Fluke Corporation in American Fork, Utah as an engineer since 2003. Since 2005, he has worked on establishing and maintaining radiation thermometry metrology at Fluke. This work has included the establishment of a series of blackbody sources and flat plate infrared calibrators and NVLAP accreditation for two different radiometric calibrations at Fluke in American Fork. He is currently serving as chairman for ASTM E20.02 Subcommittee on Radiation Thermometry.
WORKSHOP T-08 (Full Day): Running an Effective Laboratory-Measuring Performance
Instructor(s): Malcolm Smith, Jesse Morse
Courtesy of Wescan Calibration, Morse Metrology
Abstract: This “How To” tutorial will be of interest to owners, managers, and supervisors of calibration laboratories, both in-house and commercial. The tutorial will cover five areas where performance measurement is important in the running of a laboratory: (1) productivity, (2) quality, (3) finance, (4) service levels, and (5) customer satisfaction. The range of measures and associated tools that can be used to establish goals and monitor performance in each of these areas will be explained and discussed. Suggestions on how these tools might be used in practice will be reviewed. Examples of measurements needed for effective process improvement projects will also be given.
For more information, contact Malcolm Smith at (604) 275-0600, e-mail msmith@wescancal.com, or Jesse Morse at (425) 493-8424, e-mail jessem@morsemetrology.com
Workshop Developers' Biographies: Jesse Morse is known and recognized in the field of measurement science, and is a recipient of the Measurement Science Conference prestigious Woodington Award. He has been involved with metrology and test equipment for more than 45 years, most of which he was manager of Fluke’s network of US calibration laboratories. With his background in marketing, service, engineering and quality management, and his multiple degrees in engineering, marketing, and management he has:
- Authored newsletter articles for NCSLI and other magazines
- Developed and taught calibration-related metrology courses across North America
- Taught Marketing, Economics, and Business Management courses on a college level
Jesse is co-author of Fluke’s “Philosophy of Calibration” book and the “Z540-1 Handbook”. He provided input to the current ISO/IEC 17025 standard through a special working group within NCSLI while chairman of the ANSI accredited standards writing committee. He is currently the VP of Marketing on the board of directors at NCSL International where he created the measurement science journal “MEASURE”, the NCSLI Worldwide Metrology News magazine “me•trol’o•gist'” and other metrology related publications.
Jesse brings his wealth of experience and knowledge to focus in this course presented by Morse Metrology for Workplace Training, Inc.
WORKSHOP T-09 (Full Day): Force Calibration: Methods and Uncertainties
Instructor(s): Michael Tovey
Courtesy of Tovey Engineering, Inc.
Abstract: Force calibration is a special discipline with many considerations not common to other areas of metrology. Often measurement uncertainties are underestimated due to the omission of significant error sources. Metrologists must consider both mechanical and electrical boundary conditions to achieve calibrations with low measurement uncertainties. Factors such as second order material responses, and interaction of undesired parasitic loading due to fixture characteristics, misalignment of load frame components, stiffness, etc. can have significant influence on the measurement result. This tutorial will cover the characteristics of force transducers, force calibration methods, force calibration standards (E74 and ISO 376) and measurement uncertainty models for primary standards, secondary standards and field transfer standards. The tutorial begins at a basic level and leads to discussion of more complex issues. Each participant will have the opportunity for hands-on force calibration using dead weight and transfer standard systems. Each participant is asked to bring a laptop if possible to run an evaluation Force Calibration Analysis Software package made available to each registrant.
For more information please contact Michael Tovey at (623) 434-5110, e-mail miketovey@toveyengineering.com
Workshop Developers Biography: Mr. Tovey graduated from Texas A&M University with a BS in Mechanical Engineering and Arizona State University with a M.S.E. in Mechanical Engineering. He is a member of ASME, ASTM, SEM, NCSLI, and the WRSGC. He is Chairman of the ASTM Committee E28.01 on Calibration with Responsibility for E74, E4 and E83 Standards and a NIST/NVLAP Technical Expert in Force for ISO 17025 accreditation.
Mr. Tovey is a Registered Professional Engineer in the State of Arizona and is
President of Tovey Engineering, Inc. Tovey Engineering manufactures over 500 different precision transducers as well as force and torque calibration systems, and provides force calibration services to the industry.
WORKSHOP T-10 (Full Day): Mass Metrology
Instructor(s): Felix Mathis, Ian Ciesniewski
Courtesy of Mettler Toledo, Inc.
Abstract:
- What is the goal of mass metrology?
- Technical terms and background of mass comparison
- Requirements for mass labs
- Weighing methods
- Weighing influences
- Weighing process
- Air buoyancy influences
Workshop Developers Biographies:
Felix Mathis
Consulting Product Manager
METTLER TOLEDO GmbH
Greifensee, Switzerland
Hailing from Switzerland, Felix Mathis has more than 13 years of experience as a mass metrologist and metrology consultant..
Working for METTLER TOLEDO for the last 12 years, Felix began his metrology career as a Project manager for METTLER TOLEDO’s Metrology business.
In 2001 Felix took responsibility for the training and education of metrology sales specialists, as well as spreading his extensive knowledge, worldwide. For the last eleven years, Felix has been running Theoretical Metrology courses for customers including National Metrology Institutes, Regional Weights & Measures Offices and Private Mass Labs.
In 2003 Felix took responsibility for the full portfolio of manual mass comparators. This includes the development, testing and nurturing of all current and future product and software offerings.
Ian Ciesniewski
Technical Director
METTLER TOLEDO Inc.
Columbus, Ohio
Ian has been with Mettler-Toledo since 1988. He is responsible for Consulting, Education, Metrology and Technical Direction for the US Laboratory Weighing market. Ian holds a Masters’ degree in Chemistry.
Ian started his career as a Research Chemist in the Chemical and Pharmaceutical industries in his native UK. After sales and management positions with Mettler Toledo in England, Ian relocated to Switzerland to run technical training courses for sales representatives, service technicians and customers. Ian was also involved in new product development and developing strategies for Regulatory Compliance for the Pharmaceutical and related industries.
After several years in Switzerland, he moved to Mettler Toledo Inc. in Columbus, Ohio. As Technical Director, he deals with regulatory consulting, technical development of MT’s North American product offering and technical personnel, Customer training and MT’s US Mass Metrology equipment program.
WORKSHOP T-11 (Full Day): Electrical Measurement Workshop for Metrology Technicians
Instructor(s): Jack Somppi, Bill Spath
Courtesy of Fluke Corp.
Abstract: This workshop is an introduction to precision DC and Low Frequency AC electrical/electronic measurements, calibration, and associated practical tips. It discusses the techniques for calibration and the reasons for these techniques. Participants will become more productive in the calibration of test instrumentation when they understand the techniques for calibration and the reasons for their use. Topics discussed include: . Understanding specifications. . Recognition of error sources, including loading errors. . Selection of cables . Thermal EMFs. . Grounding and guarding. This workshop is intended for technicians whose work involves measurement and calibration. Participants should have a basic electronics background and an understanding of calibration and measurement theory. The workshop will use real instrument demonstrations of these measurement situations. There will be in class examples where students will work through real scenarios that illustrate measurement problems and the techniques used to minimize the associated errors.
The objectives of this course is that attendees will be introduced to key aspects of making quality DC/LFAC electrical measurements in metrology applications. Specifically these include: Understanding how to calculate instrumentation errors from manufacturers specifications and relate them to the measurement quality needed for calibration tasks Recognizing error sources that influence measurement quality Know how to select the proper interconnection cables that apply to the electrical test/measurement task being done Understanding thermal emfs and how to minimize the errors they cause Know how guarding and grounding techniques minimize measurement errors.
For more information please contact Jack Somppi at +1 425-446-5469, e-mail jack.somppi@fluke.com
Workshop Developers Biography:
Jack Somppi works for the Fluke Corporation in the marketing group of the Fluke Calibration business unit. His responsibilities include product management for electrical metrology instruments. Jack holds both Bachelor of Science and Master of Science degrees in electrical engineering from Montana State University.
Jack is active in the NCSL International organization. He presently is on the NCSLI Executive Committee as Secretary and is also the Asia Pacific Region deputy.
In 1976, he began his career as a design engineer for electrical calibration instruments with Fluke. The majority of his career has been involved instrumentation marketing and sales, and strongly focused on the application of electrical calibration & metrology instrumentation.
Much of Jack’s professional experience is global in nature. From 1988 to 2004 Jack primarily worked with the metrology community outside of the USA, specifically in the Asia/Pacific and European geographies.
Jack and his wife Vicki have two grown children and live in Bothell, Washington, a suburb of Seattle. Outside activities include both church and community service. Jack is a Vice President of the Mt. Baker Council of the Boy Scouts of America. Jack’s hobbies include working on his 1960 vintage sports car, photography, as well as working with personal computers.
Bill Spath started learning about the world of metrology in the U.S. Army program based out of Lowry Air Force Base. He has over 20 years of military and industry experience in metrology in numerous disciplines such as electrical, RF, power, temperature, physical/dimensional, humidity, optical instruments, radiometry, luminous intensity. Bill has been employed in various positions with U.S. Army, Siemens EC, Inc. (US), Wavetek Corporation, and most recently Fluke Calibration where he currently works as the manager of the Fluke Calibration Electrical Training and Technical Support Group. He is certified by American Society for Quality (ASQ) as a Certified Calibration Technician along with being a member in good standing with National Conference of Standards Laboratories International (NCSLI) and IEEE Instrumentation and Measurement Society. Bill routinely presents sessions, papers, workshops and user group meetings around the world on a wide variety of topics including management of assets; technical writing; automation of processes; how uncertainty in software affects the process; basic and advanced metrology; and product specific.
WORKSHOP T25 (Full Day): The Back to Basics Tutorial
Instructor: Tim Mason
Courtesy of Edison ESI
Abstract: Full day topics include, but not limited to:
• Anatomy of a Calibration Procedure
• Quality- (ISO, ANSI, CFR, GMP;s etc) What is it, Why do I need it, how and why do you use it?
• History of Metrology
• In the theater-Measure It
• Pressure- The Basics along with testing and Instrumentation
• SI - The 7 basic/fundamental Units, Traceability: Who knew?
• Classroom roundtable on Metrology Issues and vernacular
All presented in an informal and fun classroom structure, designed to be useful for the novice or experienced Technician, Metrologist, Supervisor or Manager
For additional technical information contact Tim Mason at (714) 895-0731, email: Tim.Mason@sce.com
Workshop Developer Biography: To be announced
WORKSHOP T-26(Full Day): Electronics Instrumentation in Oil & Gas Industries
Instructor(s): Prof. Dr. Mahmoud Meribout
Courtesy of Petroleum Institute, Abu Dhabi, United Arab Emirates
Abstract: In oil and gas industry, understanding the flow and level measurements Instrumentation are important for both the process control and custody transfer. Dealing with various flow and level metering techniques and their selection for a specific application requires understanding issues such as fluid properties, safety requirements, and environmental effects. The aim of this one day tutorial is to address the main measurement techniques used in oil and gas industry and to highlight the features of each of them.
Morning: Instrumentation for Level Measurement
Part I: Introduction
- o Measurement System Architecture
- o Errors in Measurements
- o Flow and level related parameters
- o Measurement terminology
- o Pressure and Temperature Measurement Techniques
- o Types of flow & their velocity profiles
- o Pressure drop & pipe sizing
Part II: Instrumentation used for level measurement
- o Instrumentation used for top liquid level measurement
- o Instrumentation used for Interface level Measurements
- o Instrumentation used for Emulsion level measurements
- o Post-course assessment
Afternoon: Instrumentation for Level Measurement
Part I: Meters used for Single Phase Flow Measurement only:
- o Magnetic flow meter
- o Ultrasonic flow meter
- o Turbine flow meter
Part II: Meters used for Multi-Phase Flow Measurement:
- o Orifice and, Venturi flow meter
- o Vortex flow meter
- o Corriolis meter
- o Cross-Correlation technique
- o Gamma-ray meter
- o Exercises
Part III: Architectures for Data Acquisition, Transfer and Monitoring
For additional information: Prof. Dr. Mahmoud Meribout, Email: mmeribout@pi.ac.ae
Workshop Developer(s) Biography: To be announced
WEDNESDAY, MARCH 21, 2012
WORKSHOP T- 12 (Full Day): Measurement Uncertainty: Fundamental Applications and Considerations
Instructor(s): Dilip Shah
Courtesy of E=mc3 Solutions
Abstract: This is a beginner to intermediate level workshop targeted towards metrologists, technicians and engineers. This workshop will also be useful for procurers of calibration services. This workshop covers the Measurement Uncertainty fundamentals for metrology professionals new to the subject. Statistical concepts relevant to Metrology and Measurement Uncertainty are introduced, explained and demonstrated. Topics from the U. S. Guide to the Expression of Uncertainty in Measurement (ANSI/NCSL Z540-2-1997) are covered.
Building on the fundamentals, the workshop proceeds to cover practical examples encountered in metrology using a hands-on approach for determining Measurement Uncertainty. The workshop breaks down the Measurement Uncertainty determination into a 7-step process. As each step is covered, a computer spreadsheet template is developed to calculate and document the uncertainty data. Examples and techniques related to metrology and measurement; including Test Uncertainty Ratios (TUR), risk analysis, control charting applications in metrology and data validation are discussed during the workshop to ensure that participants leave the session with practical and timesaving techniques that can be utilized in their profession.
For more information please contact Dilip Shah at 330-328-4400, e-mail emc3solu@aol.com, web site: www.emc3solutions.com
Workshop Developers Biography: Dilip A. Shah (ASQ Senior Member) has over 30 years of industry experience in metrology, electronics, instrumentation, measurement and computer applications of statistics in the Quality Assurance areas. He is well versed in all measurement parameters. He has been employed in various positions with Phillips Electronics (UK), Kodak Ltd. (UK), Instruments Division of Monsanto Corporation, Flexsys America and Alpha Technologies. He is currently a Principal of E = mc3 Solutions, a consulting practice that provides training and consulting solutions in ISO9000/TS 16949, ISO17025, measurement and computer applications.
Dilip is certified by American Society for Quality (ASQ) as a Certified Quality Auditor, Certified Quality Engineer and Certified Calibration Technician. Dilip volunteers his time with the local Akron-Canton (Ohio) ASQ section where he was the Chair (2001-2002 year). Dilip has been a member of the advisory board of the University of Akron Engineering and Science Technology Division since 1988. Dilip also belongs to the Statistics, Automotive, Inspection, Quality Audit and Measurement Quality Divisions (Chair 2003-2005 year) of American Society for Quality. Dilip is the co-author of The Metrology Handbook published by the ASQ Quality Press. Dilip participated in the development of ASQ’s Certified Calibration Technician exam. Dilip participates actively in the measurement related issues through National Conference of Standards Laboratories International (NCSLI) and the west coast based Measurement Science Conference (MSC) where he presents sessions, papers and workshops. Dilip also is a member of Institute of Electrical and Electronic Engineers (IEEE). Dilip is the recipient of MQD’s Highest Award, the 2005 Max J. Unis Award and co-recipient of MSC’s 2003 Algie Lance Award for the Best Paper (Gage R. & R. versus ANOVA). Dilip is a Member of the A2LA Board of Directors (2006-2009). Dilip is a Chief Subject Matter Expert for Workplace Training Inc. which provides many on-line measurement-related training options to the industry. Dilip is also involved in Education & Training Committee activities of NCSLI.
Dilip Shah (ASQ CQA, CQE, CCT)
E = mc3 Solutions
197 Great Oaks Train #130
Wadsworth, Ohio 44281-8215
Tel: 330-328-4400
WORKSHOP T-13 (Full Day): Fundamentals of Torque Calibration
Instructors: Henry Zumbrun, William Lane
Courtesy of Morehouse Instrument Company
Abstract: This presentation is a review of the fundamentals of torque calibration. Topics include an overview of torque standards including ASTM-E2428 and BS7882, uncertainty of torque calibration standards, Type A and B uncertainty analysis, torque calibration equipment, calibration and testing of torque transducers, proper calibration techniques, error sources associated with torque calibration, and why proper torque measurement is more than just a traceable length and mass calibration.
This segment will cover torque transducers as well as proper torque wrench use. There will be a “hands on” demonstration covering the calibration of torque transducers. This segment is intended for those who are involved with torque calibration, those wanting to minimize the errors associated with improper use of torque equipment, and for those who have questions that need to be answered.
For more information please contact William Lane or Henry Zumbrun at (717) 843-0081, e-mail blane@mhforce.com or hzumbrun@mhforce.com
Workshop Developers’ Biographies:
William Lane
William is a professional engineer who has designed torque and force equipment for the past 25 years. He has been trained by NPL (National Physical Laboratory) in torque measurement. This training included 10+ years of torque information and design from NPL. The training also consisted of the use of primary torque equipment accurate to 0.002% that was purchased from NPL and currently is in use at Morehouse Instrument Company.
Henry Zumbrun
Henry has been involved in metrology, sales and support at Morehouse for the past 12 years. He has been trained by NPL (National Physical Laboratory) in torque measurement. This training included 10+ years of torque information and design from NPL. The training also consisted of the use of primary torque equipment accurate to 0.002% that was purchased from NPL and currently is in use at Morehouse Instrument Company.
WORKSHOP T-14 (Half Day): Substituting Test and Measuring Equipment:
Evaluation and Documentation
Instructor: Graeme C. Payne
Courtesy of GK Systems, Inc.
Abstract: What do you do when an approved work document specifies a specific item of inspection, measuring and test equipment (IM&TE) but you need to use a different item? This is an important problem now, and will become more serious in the future – especially for those who support long-life equipment, systems or infrastructure. There are many reasons why you may need to use a different item. A common reason is because you don't have one and the original item is not available. The specified IM&TE may be obsolete technology. It may not be supported by the manufacturer, or supported but not economically repairable. The original manufacturer may not exist anymore; or one of many other reasons. The tutorial presents a proven methodology to evaluate the original and replacement instruments, and recommendations for documenting the results. Also included are some considerations for industries in regulated environments, and some tips for locating data on old equipment. The basis of the evaluation process is application of simple measurement uncertainty methods, in place of older and less effective methods such as specification comparison. This methodology can be used as an effective process for evaluating and deciding equipment substitutions or equivalencies. Having an effective program for this process can reduce the risk of making incorrect measurements, improve the system by documenting equipment upgrades, and set a baseline for the future when replacement of the new item is needed. The equipment substitution analysis can be integrated into the organization's overall measurement management system.
This tutorial is intended for people in any industry where there is a need to maintain or support equipment or systems old enough that the original test and measurement equipment may not be readily available. The information is applicable to any organization where measurements are made during the process of producing goods or services, as well as calibration and test laboratories. It may also be of interest to laboratory accreditation assessors and quality system auditors. The principles are adaptable to all measurement and test disciplines. After completing the tutorial, you will understand some situations that require a substitution process; have awareness of some policy, regulatory, legal or other issues involved; know various ways of identifying the true measurement requirements; understand the importance of knowing all relevant characteristics of both the original and substitute IM&TE; know the minimum requirements for effective documentation; and be prepared to start developing a formal IM&TE substitution process in your organization. Attendees are invited to bring example cases for discussion.
For additional technical information, contact Graeme Payne at +1 404.806.6867,Graeme@gksystems.biz, web site http://gksystems.biz
Workshop Developer Biography: Graeme C. Payne, the principal of GK Systems, has over 30 years of experience in metrology, electronics, product testing, systems test and maintenance, and other areas related to Quality Assurance. He has worked in metrology and product testing for the US Department of the Navy, as the metrology engineer for a major US airline, and with a company that develops laboratory management and calibration automation software. GK Systems works with accreditation bodies for laboratory accreditation (ISO/IEC 17025) and related assessments, and quality system registrars for ISO 9000 audits and other quality related audits. The company works with clients on preparation for accreditation or quality management system registration, measurement management systems, solutions for measurement-related problems, and training for all of these.
Graeme is an Individual Professional Member of NSCL International and an active member of several technical committees. He is also a Senior Member of ASQ – the American Society for Quality – and holds several ASQ Certifications, including Certified Calibration Technician (CCT). He is a co‑author of The Metrology Handbook (ASQ Quality Press, 2004), and has written a number of articles for ASQ's Quality Progress magazine, Cal Lab magazine, and other publications. He is also a speaker and trainer at the annual Measurement Science Conference, at NCSLI regional meetings and annual international conference, and at ASQ meetings and conferences.
WORKSHOP T- 15 (Half Day): Measurement Uncertainty Made Easy
Instructor: Doug Gee
Courtesy of Calibration Laboratory Assessment Service (NRC CLAS)
Institute for National Measurement Standards National Research Council Canada
Abstract: Why is it important to express the uncertainty in measurement? Quite simply, there is no traceability in measurements that lack statements of uncertainty at every link of the traceability chain. For this and other reasons, ISO/IEC 17025 requires calibration laboratories, in particular, to provide estimates of uncertainty of their measurements using accepted practices. The instructor(s) will discuss the basics for preparing uncertainty estimates for typical uncomplicated measurement processes. This approach is consistent with the GUM but it dispenses, wherever possible, with the algebraic notations, statistical jargon, arithmetic modeling, and differential calculus operations found in the GUM that perhaps encumber a person who requires no more than a simple, conservative estimate of the uncertainty in the result of a simple measurement process. For these situations, it will be shown that the mathematics is quite straightforward and that the actual challenge, if any, to estimating uncertainty in measurement is in defining the factors that affect the measurement; namely, in understanding the metrology. Participants will receive an example Excel spreadsheet for making simplified uncertainty calculations. The tutorial will include a group exercise. Participants should a pocket calculator.
For additional technical information, contact Doug Gee at (613) 952-1394, e-mail clas@nrc-cnrc.gc.ca or Georgette Macdonald at (613) 990-6808, e-mail Georgette.Macdonald@nrc-cnrc.gc.ca
Workshop Developers’ Biographies: To be announced
WORKSHOP T-16 (Half Day): Microwave and RF Power Sensor Calibration-Theory and Practice
Instructors: Charles Sperrazza, Adam Fleder, Andy Brush
Courtesy of TEGAM Inc., Northrop Grumman
Abstract:
* Practical introduction to RF power transfer between two coupled ports.
* Gamma and how to use Gamma to calculate power transfer and port match.
* The importance of vector measurements to the precise knowledge of power transfer.
* Typical arrangements of RF Power Sensor Calibration stations.
* The step-by-step process of calibrating a power sensor.
* Contributing factors to uncertainty of a calibration factor.
* Practical example, with Excel Spreadsheet and real data, of calculating expanded uncertainty of a calibration factor.
* A complete, end-to-end, demonstration of calibrating a power sensor using an automated station. This demonstration will use industry standard equipment IN the workshop room, with hands-on opportunities.
For more information, contact Andy Brush at +1 (440) 466-6100, e-mail abrush@tegam.com
Workshop Developers’ Biographies:
Charles Sperrazza, Senior Applications Engineer at TEGAM, csperrazza@tegam.com
Began 20+ year career in RF with 6-year enlistment in US Navy Then focused on developing product test systems for 802.11 and WCDMA devices.
In 2003, started supporting T&M products, also in 802.11 and WCDMA Joined TEGAM in 2008 supporting all RF products.
Charlie is also a programming expert, especially in LabView.
Adam Fleder, President at TEGAM afleder@tegam.com BSET University of Akron MBA Case Western Reserve Design and operation of Broadcast and Radar systems Development of ATE systems.
Joined TEGAM in 2005 as President
Andy Brush, CEO at TEGAM abrush@tegam.com BSEE, Rensselaer 1983; MSME, Case Western Reserve 1991; MBA CWRU 2002.
12 Years in R&D at NASA Glenn Research Center.
5 years engineering leadership at Keithley.
In 2005, Joined TEGAM as CEO.
WORKSHOP T-17 (Half Day): Do It Yourself Statistics. A Statistics Refresher for Metrologists
Instructor: Dr. Dennis W. Dubro
Courtesy of Dr. Dennis W. Dubro, Consulting Metrologist
Abstract: This workshop is intended for individuals who perhaps have taken a "Statistics 101" class years ago, but don't remember very much about it. Now, they may find themselves working in or supervising a calibration lab where some statistical work is involved and they might feel intimidated, but don't know where to look for answers.
Most metrologists have a mixed background in statistics. It is often learned "on the fly" and one constantly refers to textbooks for formulae and tables. This is usually adequate but not very satisfying, especially when a formula needs to be extended to cover a situation different from the example.
The method employed in this "statistics refresher" is a new way of studying and appreciating statistics. Rather than using a pure lecture method, the instructor uses his own Excel spreadsheet, which is made available to the students, and Monte Carlo calculations to demonstrate how the user can generate her/his own random numbers. Then, we generate the Normal distribution function from different points of view, and compare it with the textbook formula. We go on to generate and develop the other sampling distributions, the t, the Chi-square, the F and the r distributions. During the course, the student will get a "hands on" feel for statistics, with a refreshing look into some of the common formula and equations. The course will justify a simple error model; take a new look at the distribution of the mean; show a justification for the RSS method for combining uncertainties, explain the "n-1" in the standard deviation without referring to the mysterious "degrees of freedom", and basically "look under the hood" of the sampling distributions -- examining their properties, shape, uses and meaning.
For more information, contact Dr. Dennis W. Dubro (510) 657-9970, email: dwdubro@comcast.net
Workshop Developer(s) Biography: Dennis Dubro has a Ph.D. in applied physics and degrees in electrical engineering and pure physics and he is currently available as a Metrology Consultant. He has 18 years experience as an engineer in a primary calibration lab for a nuclear utility. He has provided technical expertise in almost all measurement modalities.
WORKSHOP T-18 (Half Day): Calibration challenges for EPA ENERGY STARR, Alternative and Green Energy
Instructor: Hershal C. Brewer
Courtesy of International Accreditation Service
Abstract: to be announced
For additional information: Hershal C. Brewer 562-364-8201 Ext 3222, or e-mail: hbrewer@iasonline.org
Workshop Developer Biography: Hershal is a Principal Accreditation Officer (assessor) for the International Accreditation Service (IAS), performing assessments of calibration and testing laboratories to ISO/IEC 17025, and of inspection agencies to ISO/IEC 17020. Hershal is the former Corporate Lead Auditor and Corporate Metrologist for Newport Corporation. Hershal has presented at the National Conference of Standards Laboratories International (NCSLI), the International Conference on ISO 9000, the Measurement Science Conference (MSC), and the ASQ Audit Conference. Hershal has been published in Cal Lab Magazine, in a Recommended Practice (RP) published by NCSLI, and in Building Safety Journal. Hershal has extensive experience in metrology, especially in time/frequency, phase, RF/microwave, and lightwave/laser/fiber-optics. Hershal holds CCT certificate number 10 and was a member of the team that helped develop the CCT. Hershal is a member of Team Metrology which is the team that wrote the Metrology Handbook under sponsorship from the ASQ (American Society for Quality) Measurement Quality Division (MQD). Hershal has experience in other fields including manufacturing, audio, program/project management, medical devices, maritime/shipping, IT system structuring, and R&D. Hershal served 4 years in the Air Force, 11 Years in the Navy, and recently retired from the California National Guard. Hershal has undergraduate degrees in Electronics Technology and Business, and a MBA from the University of Redlands and is currently pursuing a Doctorate in International Business. Hershal lives in Southern California.
WORKSHOP T-19 (Half Day): Uncertainty and Risk Analysis for Compliance with Z540.3 and other Standards
Instructor: Dr. Howard Castrup
Courtesy of Integrated Sciences Group
Abstract: Because of its specific risk control requirements, the publication of Z540.3 has stimulated considerable interest over the past two years in measurement decision risk analysis. In giving courses on this subject, it has become clear that, to be effective, its treatment requires a working knowledge of measurement uncertainty analysis. This tutorial is intended to present the highlights of both analytical disciplines to pave the way for further study. The outcome of such will be useful not only for satisfying the requirements of Z540.3, but those of other standards as well. Additional benefits include knowledge useful for obtaining laboratory accreditation and establishing and maintaining cost effective measurement quality assurance.
For additional information: Howard Castrup 1-661-872-1683, email: hcastrup@isgmax.com
Workshop Developer Biography: Dr. Castrup received a B.S. in Engineering (Solid State Electronics) from UCLA in 1972 and a Ph.D. in Engineering (Solid State Electronics) from UCLA in 1981. He is a member of IEEE, Sigma Pi Sigma, AIP, AAPT, is the chairman of the NCSLI Metrology Practices Committee and is the recipient of both the Wildhack and Woodington awards.
He has been developing analytical measurement science techniques and methods for over thirty-five years, has worked as a Microwave Electronics Instructor, an RF and Microwave Metrology Engineer, a Statistician, a Systems Analyst, a Project Manager, and is now president of Integrated Sciences Group (ISG), developing new analytical methodologies and implementing them in scientific and engineering software. His recent activities include participating in the development of several NCSLI RPs and serving as a primary author of NASA-HNBK-8739.19 on measurement quality assurance.
WORKSHOP T-20 (Half Day): Measurement Data Evaluation and Uncertainty Determination in Analytical Chemistry
Instructors: Prof. Dr.-Ing. Klaus-Dieter Sommer
Courtesy of Physikalisch-Technische Bundesanstalt, Germany
Abstract: To be announced
For additional technical information, contact Klaus-Dieter Sommer at +49 531 592-3010, klaus-dieter.sommer@ptb.de
Workshop Developer Biography: To be announced
WORKSHOP T-21 (Half Day): Healthcare Metrology Program Documentation Best Practices-An Industry Perspective (sponsored by NCSLI Healthcare Metrology Committee)
Instructor: Marcus McNeely
Courtesy of Blue Mountain Quality Resources, Inc.
Abstract: Overviews current practices on Calibration Master Plans and Sub-Documentation
- Quality System Inspection Technique
- Equipment / Process Relationship
- A Typical System Lifecycle
- The Calibration Program
- Calibration Master Plans
- Equipment Categorization
- Equipment Registration
- Numbering and Labeling
- Equipment IDs
- Process Versus Calibration Limits
- Guardbanding Process Limits (graphic)
- Calibration Frequencies
- Calibration SOPs
- Master History Records
- Calibration Certificates
- Tolerance Logs
- Calibration Frequency Logs
- Calibration Failures of Critical Instruments
- OOT Impact on Business
- Out of Tolerance InvestigationsChange Control SOPs
For additional technical information, contact Marcus McNeely at 800-982-2388 (Main), e-mail MBMcNeely@coolblue.com
Workshop Developer Biography: Marcus McNeely has been in the field of Biotech and Pharmaceutical metrology and validation for over seventeen years. He has managed GMP/GLP/GSP biotech calibration programs in both manufacturing and laboratory environments, in addition to involvement in various biopharmaceutical quality programs. He has also been responsible for GMP, calibration and systems training for large groups and individuals worldwide.
As Project Manager at Blue Mountain Quality Resources Marcus consults with biotech, pharmaceutical, and medical device companies on best practices in every step in establishing, managing, and maintaining a calibration program. He regularly contributes and presents papers, editorials and technical documents at numerous conferences, web venues and symposia. Marcus holds a degree in electronics engineering technology and has been chairman of the Healthcare Metrology Committee for many years. He is additionally a member of International Society for Pharmaceutical Engineering (ISPE).
WORKSHOP T-22 (Half Day): MET-CAL Advanced Programming "Manipulation of Strings"
Instructor: Michael L. Schwartz
Courtesy of Cal Lab Solutions
Abstract: Knowing how to manage and manipulate strings in any language is an essential skill for any software programmer. MET/CAL® is no different.
Filled with real world examples, sample procedures and practical exercises, attendees will learn some of the finer aspects of managing strings both in and out of MET/CAL®. We will cover the following topics:
- Overview of common string functions.
- The power of the FLD () command.
- How to manage large blocks of data using strings.
- Advanced problem solving using a combination of math functions.
- Passing string data in and out of MET/CAL®.
Items Required by Students: It is recommended that all attendees bring a lap top with MET/CAL® installed. 7.1 or higher recommended.
For more information please contact Michael L. Schwartz at 303-317-6670, e-mail
Workshop Developer Biography: Mr. Schwartz completed training at Lowry AFB in 1989 and was honorably discharged after 11 years of serving in the US Army. He graduated from the University of Maryland with a degree in Business Management and a minor in Computer Science. Mr. Schwartz spent two years writing compliance testing software and database applications while stationed at White Sands Missile Range in NM. After leaving the military, he wrote automation software for five years before starting his own automation engineering company in the Denver Metro area.
WORKSHOP T-23 (Half Day): 5S, Lean Thinking and Project Management
Instructor: Nat Russo
Courtesy of Raytheon SAS, Engineering Laboratories
Abstract: Many businesses are concerned about the growing cost of overhead services and calibration costs are always undergoing scrutiny. With cost of capital equipment, expense items and labor, metrology services are questioned as to their worth to the company. 5S, Lean Thinking and Project Management tools can help the metrology lab reduce cost, improve their efficiency and show the company that not only are their services valuable, but are performed with minimal cost.
Using the 5S methodology created by Hiroyuki Hirano, we will show how to use various tools to demonstrate how Sort, Set in Order, Sweep, Standardize and Sustain will organize, order, clean, establish processes and maintain improvements.
After setting the foundation of 5S, techniques and tools in Lean Thinking will be use to evaluate processes using flow charts, value stream maps, Kaizen events and Poke Yoke.
Project Management will demonstrate the value of using schedules, work elements, budgets and metrics to monitor progress and report results to management.
Using these tools effectively will improve the operational efficiencies of a laboratory making a metrology laboratory an asset to the company instead of a perceived drain to the company.
For more information, contact Nat Russo 310-616-8043, e-mail Nat.Russo@Raytheon.com
Workshop Developer Biography: Nat Russo is currently employed by Raytheon, Space & Airborne Systems in El Segundo as the Manager of Metrology Engineering and their Primary Standards Laboratory. He is currently working on his Masters in Quality Assurance Management and has of 23 years of aerospace experience. In addition to his role, Nat is the Engineering 5S coordinator that has brought 5S to 105 laboratories and trained over 2000 people in the process. He is a Raytheon Six Sigma Specialist and has been involved in over 25 projects in the last 5 years.
WORKSHOP T-24 (Half Day): Liquid Flow Rate-Fundamentals
Instructor: Richard Fertell
Courtesy of Proteus Industries, Inc.
Abstract: This workshop is an overview of liquid flow rate. Learn the difference between and the application of volumetric versus mass flow rate measurement. Understand the influences and interactions of fluid viscosity, density, turbulence in flow, temperature, compressible and non-compressible fluids, and electro-magnetic interference on different flow sensing technologies. Explore flow calibration methods and techniques to achieve better sensor field performance for water, hydrocarbons, and silicone oils.
For additional technical information, contact Richard Fertell at (650) 964-4163, e-mail
Workshop Developer Biography: Richard Fertell has presented papers on Liquid Flow Rate at NCSLI, IMEKO and CFM. He is the developer of the School of Measurement Webinar Series (Liquid Flow Rate, Temperature, Pressure, Electrical, Mass and so forth). Like many in the Measurement Field, Richard worked in electronics and calibration while in the military. His career progression is from electronics technician to engineer to manager, professor and scientist.
For nearly 20 years, Richard has been the Director of Corporate Quality and Laboratory Manager at Proteus Industries Inc. He has led the company and laboratory to quality certifications of ISO9001, QS9000 & SSQA as well as developed the laboratory to perform calibration, testing (research, design, compliance and regulatory) and failure analysis. At Northwestern Polytechnic University, Richard taught graduate level courses in Computer Networks. As an engineer at FMC, Richard developed and managed Test, Measurement and Diagnostic Equipment. At Ford Motor Company, he designed instruments. In the U.S. Air Force, Richard calibrated and repaired Navigation Systems in England, Iceland and Saudi Arabia. Richard has a Bachelor’s degree in Electrical Engineering, a Master’s Degree in Computer Systems Engineering and a specialist’s degree in Telecommunications Engineering.