Measurements, Instrumentation, and Sensors: Halit Eren
Measurements, Instrumentation, and Sensors: Halit Eren
Measurements,
Instrumentation,
and Sensors
1.1 Introduction....................................................................................... 1-1
1.2 Measurements.................................................................................... 1-2
1.3 Instruments........................................................................................ 1-2
Design of Instruments╇ •╇ Testing and Use of Instruments╇ •╇
Response and Drift╇ •╇ Accuracy and Errors╇ •╇ Error
Reduction╇ •╇ Calibration of Instruments
1.4 Analog and Digital Instruments..................................................... 1-6
Analog Instruments╇ •╇ Digital Instruments
1.5 Sensors and Transducers.................................................................. 1-7
Smart Sensors╇ •╇ Wireless and Autonomous Sensors
and Instruments
1.6 Instrumentation and Networks......................................................1-10
1.7 Software Support for Sensors and Instruments...........................1-11
1.8 Application Examples..................................................................... 1-12
Halit Eren Bibliography................................................................................................. 1-13
Curtin University Partial List of Vendors and Suppliers.........................................................1-14
1.1╇ Introduction
Measurement is a process of gathering information from a physical world and comparing this
information with agreed standards. As highlighted in this chapter and discussed in detail in
this book, measurements are essential activities for observing and testing scientific and technologi-
cal investigations.
Measurements are carried out by using instruments, which are designed and manufactured to
fulfill specific tasks. Sensors are used as the primary elements in instruments to respond to the
physical variable under investigation. In this book, a diverse range of sensors and instruments
are discussed; the advances and the recent developments in measurements, instrumentation, and
�sensors are introduced in the proceeding sections and chapters.
In many applications, many sensors and instruments are used to collect information about the pro-
cess under investigation. These instruments are connected together using wired, optical, or wireless
networks. The details of the supporting hardware and software technologies behind these networks are
discussed extensively.
1-1
1-2 Instrumentation and Measurement Concepts
1.2╇ Measurements
If the behavior of the physical variable is known, its performance can be monitored and assessed by
means of suitable methods of sensing, signal conditioning, and termination. The applications of instru-
ments range from laboratory conditions to arduous environments such as inside nuclear reactors or
remote locations such as satellite systems and spaceships.
The sensor-output signals of the majority of modern instruments are in electric form. This is due to
electric signals being easy to process, display, store, and transmit. Once converted to electric forms, the
relation between the sensor signals and the physical variations can be expressed in the form of transfer
functions. The transfer function is a mathematical model between the sensor signal and the physical
variable. In a continuous system, the transfer function may be linear or nonlinear. A linear relationship
may be expressed by the following equation:
y = a + bx (1.1)
where
y is the electric signal
x is the physical stimulus
a is the intercept on the y-axis, which gives the output signal for a zero input
b is the slope that is also known as the sensitivity
In ideal cases, this relationship should be consistent without any errors, nonlinearity, or deviation.
However, in measurements, there may be many sources of errors; therefore, it is important to identify
these sources and draw up an error budget by considering factors, such as
• Imperfections in electric and mechanical components (e.g., high tolerances and noise or offset
voltages)
• Changes in component performances (e.g., shift in gains, changes in chemistry, aging, and drifts
in offsets)
• External and ambient influences (e.g., temperature, pressure, and humidity)
• Inherent physical fundamental laws (e.g., thermal and other electric noises, Brownian motion in
materials, and radiation)
Once the measurements are made, various forms of data analysis may be used to extract useful infor-
mation about the measurements and draw conclusions. Data analysis may include statistical methods,
curve fitting, selecting or discarding subsets of data, or many other techniques. For example, a typical
data analysis tool is the data mining, which aims to discover unforeseen patterns hidden in the data.
There is an extensive range of software available for the analysis (e.g., MATLAB®) to suit specific needs
of information obtained from experimental or test results. Further information on measurements and
analysis can be found throughout this book.
1.3╇ Instruments
Instruments are man-made devices for determining the value of the quantity/variable. They are
designed to maintain prescribed relationships between the parameters being measured and the physi-
cal variables under investigation. Instruments can be designed and constructed to be analog, digital,
or hybrid.
The construction of an instrument can be broken into smaller elements, as illustrated in Figure 1.1.
Typically, an instrument will have a sensor or transducer stage, a signal-conditioning stage, and an out-
put or termination stage. All instruments have some or all of these functional blocks.
Measurements, Instrumentation, and Sensors 1-3
A diverse range of sensors and transducers may be available to meet the measurement requirements
of a physical system. The sensors can be categorized in a number of ways depending on the energy input
and output, input variables, sensing elements, and electric or physical principles.
In recent years, the rapid growth of the integrated circuit (IC) electronics and the availability of
cost-effective processors have led to an impressive progress in instrumentation and measurements
in all fields. This coupled with the improvement of mathematical methods, the extensive applica-
tions of digital techniques, and the addition of new application areas enabled modern instruments
to excel to new heights as discussed in detail in this two-volume Measurements, Instrumentation,
and Sensors Handbook.
carefully study the documents about all the candidates and make comparisons among all options.
While selecting the instrument, users must evaluate many factors such as accuracy, frequency response,
electric and physical loading effects, sensitivity, response time, calibration intervals, power supply
needs, spare parts, technology, and maintenance requirements. They must ensure compatibility with
the existing equipment.
When selecting and implementing of instruments, quality becomes an important issue from both
quantitative and qualitative perspectives. The quality of an instrument may be viewed differently
depending on the people involved. For example, quality in the eyes of designer may be an instrument
designed on sound physical principles, whereas from the users’ point of view, it may be reliability, main-
tainability, cost, and availability.
Figure 1.2â•… Instruments need to be frequently calibrated sequentially for all affecting inputs. Calibrations are
made under static or dynamic conditions by varying a single input and observing the corresponding output while
keeping all the other inputs constant until all inputs are covered.
1-6 Instrumentation and Measurement Concepts
1.4.1╇Analog Instruments
Analog instruments are characterized by continuous signals. A purely analog system measures, trans-
mits, displays, and stores data in analog form. The signal conditioning is usually made by integrating
many functional blocks such as bridges, amplifiers, filters, oscillators, modulators, offsets and level con-
verters, and buffers, as illustrated in Figure 1.3. Generally, in the initial stages, the signals produced by
the sensors and transducers are conditioned mainly by analog electronics, even if they are configured
as digital instruments later.
In analog instruments, the changes in amplitudes, phases, or frequencies or a combination of the
three convey the useful information in response to physical variables. These signals can be deterministic
or nondeterministic. As in the case with all signal-bearing systems, there are useful signals that respond
to the physical phenomena and unwanted signal resulting from various forms of noise requiring exten-
sive filtering and other signal processing as explained in the chapters in Electrical, Optical, Chemical,
and Biomedical Measurement.
Analog signals can also be nondeterministic; that is, the future state of the signal cannot be deter-
mined. If the signal varies in a probabilistic manner, its future can be determined only by statistical
methods. The mathematical and practical treatment of analog and digital signals, having foreseen, sto-
chastic, and nondeterministic properties, is a very lengthy subject, and a vast body of information can
be found in the literature; therefore, they will not be treated here.
Sensor
Physical Input Pre- Filters and Transmission Output
and/or
variable circuit amplifier amplifiers display
transducer
Figure 1.3â•… Analog instruments measure, transmit, display, and store data in analog form. The signal condition-
ing involves such components as bridges, amplifiers, filters, oscillators, modulators, offsets and level converters,
buffers, and so on.
Measurements, Instrumentation, and Sensors 1-7
Figure 1.4â•… Digital instruments have more signal-processing components than analog counterparts. However,
they have the advantage of data handling, storing, displaying, and transmitting.
• Time and frequency, discussed in Part IV of Electrical, Optical, Chemical, and Biomedical
Measurement
• Optical variables, Part V of Electrical, Optical, Chemical, and Biomedical Measurement
• Chemical variables, discussed in Part VI of Electrical, Optical, Chemical, and Biomedical
Measurement
• Medical, biomedical, and health, Part VII of Electrical, Optical, Chemical, and Biomedical
Measurement
• Environmental sensors and measurements, Part VIII of Electrical, Optical, Chemical, and
Biomedical Measurement
The present trend in sensor technology has been shifted toward IC sensors in the form of microsys-
tems, intelligent sensors, nanosensors, and others. The usefulness of semiconductor-based IC sen-
sors is enhanced considerably by the integrations of microprocessors, microcontroller, converters,
logic circuits, and other digital components in the same chip. Further, micromachining techniques
combined with semiconductor processing technology provide a multiple range of sensors all inte-
grated in the same chip for mechanical, optical, magnetic, chemical, biological, and other types of
measurements.
IC devices refer to the dimensions of devices in micrometer (10−6 m) ranges, whereas nanotechnology
refers to the dimensions of devices in nanometer (10−9 m) ranges. The microsystems technology (MST)
is well established and simply known as the MST. A subset of MST is the microelectromechanical sys-
tems (MEMS). Another subset of MST is the microelectro-optical systems (MEOMs) and systems-on-chip
(SOC) devices. Most of the sensors manufactured by MEMs and MEOMs are 3D devices with dimen-
sions in the order of few micrometers.
For example, single-chip microsensors and microinstruments are being developed and used exten-
sively for temperature, pressure, and radiation measurements, as well as mechanical, chemical, envi-
ronmental, biomedical, biological variables, and implantable sensors, and many others. A �typical
example is illustrated in Figure 1.5, and detailed information on such devices can be found in Part I of
Electrical, Optical, Chemical, and Biomedical Measurement. This particular single-chip implementation
of Â�microinstrumentation system is based on complementary metal–oxide–semiconductors (CMOS)
and other technologies. It incorporates voltage, current, and capacitive-sensor interface; a temperature
sensor; a 10-channel 12 bit A/D converter; and an 8 bit microcontroller with a 16 bit hardware multiplier
and a 40 bit accumulator. This device operates on 3 V power supply drawing 16 mA when fully powered
or 850 μA at standby.
Timers PWM
Voltage
inputs
USART Tx/Rx
Microprocessor core
Analog multiplexer
PIO
Analog interface
Parallel I/O
Capacitive
Capacitive
12 bit
input
Program
I/V and
Current
ancillary
inputs
CLK manager
Modern microsensors and microinstruments are fabricated by making full use of properties of semi-
conductors and their associated technologies. In the manufacturing process, the use of other materials
and the deposition of thick and thin films are often required to give the sensing materials useful proper-
ties otherwise they would not have. For example, piezoelectric material films applied to silicon wafers
provide piezoelectric properties. There are several methods of depositing thin and thick films on sub-
strates or semiconductor wafers. Some of the methods are spin casting, vacuum deposition, sputtering,
electroplating, screen printing, etc.
RF RF
transceiver transceiver
Computer or
microprocessor
system
example, displays, keypads, and power supplies. A typical wireless instrument is illustrated in Figure 1.6.
Instruments differ from each other by the way that they handle, transmit, and display information. Further
information can be found in Part IX, which is dedicated to wireless technology for instruments and sensors.
Autonomous sensors are self-powered measurement devices that are capable of communicating wire-
lessly. They serve as the nodes in distributed data acquisition systems and wireless sensor networks
(WSN) finding applications such as in health care, aerospace, and environmental monitoring. To increase
their autonomy, autonomous sensors seek to reduce their average power consumption by working in low
power modes whenever possible. They spend most of the time in sleep (standby) mode and only wake up
to perform specific actions—namely, measurement, processing, and transmission/reception of data.
Autonomous sensors are composed of sensors, signal conditioners, processors, and transceivers.
Sensors convert a signal from a physical or chemical quantity to a corresponding signal in the electric
domain. Often, commercial transceivers are used for wireless communication. They transmit in the
free-licensed ISM bands and can use a proprietary or standard (e.g., IEEE 802.15.4) protocol. Further
information on autonomous sensors can be found in Chapter 90.
Application A Application B
Protocol Protocol
Interface Interface
Medium of
communication
hence can move in space, and (3) hybrid networks in which both wired and wireless �techniques are
used in combination. At the moment, mobile networks based on wireless �techniques provide �primarily
voice-based services, but they are increasingly handling data and other forms of information. Wireless
networks can match similar functions as fixed networks plus they offer many advantages such as the
reduction in cost for initial setup and maintenance.
Devices need network software to issue the requests and responses that allow them communicate with
each other successfully. A communication process between two devices is illustrated in Figure 1.7. In
this case, communication is taking place in simplex form; device A is sending information to device B.
In many networks, communicating devices invoke a layer of codes, which is called network operat-
ing systems (NOSs). NOSs control the access to network recourses. Examples of common NOSs used in
computers are Windows.NET, WindowsXP, Novell’s NetWare, etc.
Most network software packages come with modules for logging on and off the network. Logging on and
logging off network modules may include considerations such as password security, validation of user access
to specific files and software, automatic log-on feature for some devices, help menus, and error messages.
More information on instrument networks can be found in Part IX of this book and Part I of
Electrical, Optical, Chemical, and Biomedical Measurement.
Sensor 1 Preprocess
Sensor 2 Preprocess
Artificial
Output
neural
Sensor 3 Preprocess network
Sensor N Preprocess
At the lowest level, software consists of a machine language specific to an individual processor. A machine
language consists of groups of binary values signifying processor instructions that change the state of
the computer from its preceding state. Software is an ordered sequence of instructions for changing the
state of hardware in a particular sequence. It is usually written in high-level programming languages
that are easier and more efficient for humans to use than machine language. High-level languages are
compiled or interpreted into machine language object code. Software may also be written in an assem-
bly language that is mnemonic representation of a machine language using a natural language �a lphabet.
Assembly language must be assembled into object code via an assembler.
For example, the microinstrument illustrated in Figure 1.5 is supported by C programming language.
It includes hardware support for a single break point and trace event for code debugging. A develop-
ment system interface provides instructions for halting the processor, single stepping through code, and
reading and writing system registers. Single-cycle interrupt response and direct memory access (DMA)
allow application of this device in time-critical applications. A clock manager is used to divide the sys-
tem clock to reduce power, assign a slow clock, or halt the clock to the different sections of the chip until
a programmed event occurs.
The integration of sensors with complex analog and digital signal-processing circuits and micro-
processors in the same chip has enabled extensive development of the supporting software. The use
of digital signal-processing circuits and the integration of intelligent techniques such as the artificial
neural networks (ANNs) and other techniques serve as nonlinear signal-processing tools leading to
convenient and easy to use devices. The onboard operating system and the additional decision-making
software such as artificial intelligence (AI) and complex logic circuits result in much faster and efficient,
fault-�tolerant and reliable systems. A typical system configuration of an AI-controlled single-chip, mul-
tisensor array is shown in Figure 1.8. In fully integrated decision and control systems, an ANN performs
both sensor enhancement and intelligent control. Fully integrated systems find extensive applications in
aerospace, defense, consumer products, and industrial needs.
There are many different software tools to implement applications of sensors and instruments such as
the LabWindows and LabVIEW from National Instruments and the VEE from Hewlet-Packard. Further
information can be found in Chapter 10.
1.8╇Application Examples
Many different instruments are offered to fulfill specific measurement requirements. Here, some exam-
ples will be discussed briefly. In this book, detailed information can be found on specific instruments,
sensors, and measurements in the proceeding chapters.
In medical technology, there are three basic types of instruments—imaging, physiological measure-
ments, and laboratory analysis. In imaging and physiological measurements, the instruments are closely
Measurements, Instrumentation, and Sensors 1-13
linked with patients. Some examples of these instruments are x-ray tomography, magnetic resonance
imaging (MRI) and magnetic resonance tomography, ultrasound imaging, thermography, brain and
nervous system sensors, and respiratory sensors. Many instruments are based on radiation and sound,
force and tactile sensing, electromagnetic sensing, and chemical and bio-analytical sensors.
Power plants are instrumented for maximum availability, operational safety, and environmental
planning. Therefore, their measurements must be as accurate as possible and reliable. Instruments are
used for temperature, pressure, flow, level, vibration measurements, and water, steam, and gas analysis.
For example, gas analysis requires instruments to measure carbon compounds, sulfur and nitrogen
compounds, and dust and ash contents.
Environmental monitoring requires a diverse range of instruments for air, water, and biological mon-
itoring. Instruments are used for measuring various forms of radiation, chemical hazards, air pollut-
ants, and organic solvents. Many sophisticated instruments are also developed for remote monitoring
via satellites, and they operate on optical, microwave, and RF electromagnetic radiation principles.
Industry uses instruments extensively for online monitoring purposes and off-line analysis. Specific
instruments are used commonly for sensing variables such as temperature, pressure, volumetric and
mass flow rate, density, weight, displacement, pH levels, color, absorbency, viscosity, material flow,
dew point, organic and inorganic components, turbidity, solid and liquid level, humidity, and particle-
size distribution.
In automobiles, instruments are used to assist drivers by sensing variables such as cooling, braking,
fuel consumption, humidity control, speed, travel route monitoring, and position sensing. Instruments
also find applications for safety and security purposes, such as passenger protection and locking and
antitheft systems. Recently, with the advent of micromachined sensors, many diverse instruments such
as engine control, fuel injection, air regulation, and torque sensing are developed.
The manufacturing industry, especially automated manufacturing, requires a diverse range of instru-
ments. Machine diagnosis and process parameters are made by instruments that are based on force,
torque, pressure, speed, temperature, and electric-parameter sensing. Optics, tactile arrays, and acous-
tic scanning instruments are used for pattern recognition. Distance and displacement measurements
are made by many methods (e.g., inductive, capacitive, optical, and acoustic techniques).
Aerospace instrumentation requires an accurate indication of physical variables and the changes in
these variables. Instruments are designed to suit specific conditions of operations. Some of the measure-
ments are gas temperature and pressure, fluid flow, aircraft velocity, aircraft icing, thrust and accelera-
tion, load, strain and force, position, altitude sensing, and direction finding.
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1-14 Instrumentation and Measurement Concepts