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    MEASUREMENT THEORY FUNDAMENTALS, 361-1-3151

    MEASUREMENT THEORY

    FUNDAMENTALS

    361-1-3151

    Eugene Paperno

    http://www.ee.bgu.ac.il/~paperno/

    Eugene Paperno, 2006

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    MEASUREMENT THEORY FUNDAMENTALS

    Measurement theory is a branch of applied mathematics that is useful

    in measurement and data analysis. The fundamental idea ofmeasurement theory is that measurements are not the same as the

    attribute being measured. Hence, if you want to draw conclusions

    about the attribute you must take into account the nature of the

    correspondence between the attribute and the measurements.

    Measurement theory shows that strong assumptions are required for

    certain statistics to provide meaningful information about reality.

    Measurement theory encourages people to think about the meaning of

    their data. It encourages critical assessment of the assumptions

    behind the analysis. It encourages responsible real-world data

    analysis.

    Mathematical statistics is concerned with the connection betweeninference and data. Measurement theory is concerned with the

    connection between data and reality. Both statistical theory and

    measurement theory are necessary to make inferences about reality.

    Reference: http://www.measurementdevices.com/mtheory.html

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    3MEASUREMENT THEORY FUNDAMENTALS. Grading policy

    GRADING POLICY

    20% participation in lectures

    30% home exercises

    50% presentation

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    4MEASUREMENT THEORY FUNDAMENTALS. Grading policy

    HOMEWORKBuild in LabView the following virtual instruments (VI):

    1. Lock-in amplifierSR830www.thinksrs.com/mult/SR810830m.htm

    2. Spectrum analyzer SR785http://www.thinksrs.com/mult/SR785m.htm

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    MEASUREMENT THEORY FUNDAMENTALS. Recommended literature

    Recommended literature

    [1] K. B. Klaassen, Electronic measurement and instrumentation,Cambridge University Press, 1996.

    [2] H. O. Ott, Noise reduction techniques in electronic systems,

    second edition, John Wiley & Sons, 1988.

    [3] P. Horowitz and W. Hill, The art of electronics, Second Edition,

    Cambridge University Press, 1989.

    [4] R. B. Northrop, Introduction to instrumentation and measurements,

    second edition, CRC Press, 2005.

    [5] D. A. Jones and K. Martin,Analog integrated circuit design,

    John Wiley & Sons, 1997.

    [6] A. B. Carlson, Communication systems: an introduction to signals and

    noise in electrical communication, McGraw-Hill, 2004.

    [7] Leon Cohen, The history of noise: on the 100th anniversary of its birth,

    IEEE Signal Processing magazine, vol. 20, 2005.

    [8] National Instruments, Inc. web site: www.ni.com

    [9] IEEE Transactions on Instrumentation and Measurements.

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    MEASUREMENT THEORY FUNDAMENTALS

    The mathematical theory of measurement is elaborated in:

    Krantz, D. H., Luce, R. D., Suppes, P., and Tversky, A. (1971). Foundations ofmeasurement. (Vol. I: Additive and polynomial representations.). New York: Academic

    Press.

    Suppes, P., Krantz, D. H., Luce, R. D., and Tversky, A. (1989). Foundations of

    measurement. (Vol. II: Geometrical, threshold, and probabilistic representations). New York:

    Academic Press.

    Luce, R. D., Krantz, D. H., Suppes, P., and Tversky, A. (1990). Foundations of

    measurement. (Vol. III: Representation, axiomatization, and invariance). New York:

    Academic Press.

    Measurement theory was popularized in psychology by S. S. Stevens, who originated the

    idea of levels of measurement. His relevant articles include:

    Stevens, S. S. (1946), On the theory of scales of measurement. Science, 103, 677-680.

    Stevens, S. S. (1951), Mathematics, measurement, and psychophysics. In S. S. Stevens

    (ed.), Handbook of experimental psychology, pp 1-49). New York: Wiley.

    Stevens, S. S. (1959), Measurement. In C. W. Churchman, ed., Measurement: Definitions

    and Theories, pp. 18-36. New York: Wiley. Reprinted in G. M. Maranell, ed., (1974) Scaling:

    A Sourcebook for Behavioral Scientists, pp. 22-41. Chicago: Aldine.

    Stevens, S. S. (1968), Measurement, statistics, and the schemapiric view. Science, 161,

    849-856.

    Reference: http://www.measurementdevices.com/mtheory.html

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    7

    CONTENTS

    1. Basic principles of measurements1.1. Definition of measurement

    1.2. Definition of instrumentation

    1.3. Why measuring?

    1.4. Types of measurements

    1.5. Scaling of measurement results

    2. Measurement of physical quantities

    2.1. Acquisition of information

    2.2. Units, systems of units, standards

    2.2.1. Units

    2.2.1. Systems of units

    2.2.1. Standards

    2.3. Primary standards

    2.3.1. Primary voltage standards

    2.3.2. Primary current standards

    2.3.3. Primary resistance standards

    2.3.4. Primary capacitance standards

    MEASUREMENT THEORY FUNDAMENTALS. Contents

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    2.3.5. Primary inductance standards

    2.3.6. Primary frequency standards

    2.3.7. Primary temperature standards

    3. Measurement methods

    3.1. Deflection, difference, and null methods

    3.2. Interchange method and substitution method

    3.3. Compensation method and bridge method

    3.4. Analogy method

    3.5. Repetition method

    3.6. Enumeration method

    4. Measurement errors

    4.1. Systematic errors

    4.2. Random errors

    4.2.1. Uncertainty and inaccuracy

    4.2.2. Crest factor

    4.3. Error propagation ( , )

    4.2.1. Systematic errors

    4.2.1. Random errors

    MEASUREMENT THEORY FUNDAMENTALS. Contents

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    5. Sources of errors

    5.1. Influencing the measurement object: matching

    5.4.1. Anenergetic matching5.4.2. Energic matching

    5.4.3. Non-reflective matching

    5.4.4. When to match and when not?

    5.2. Noise types

    5.2.1. Thermal noise

    5.2.2. Shot noise

    5.2.3. 1/fnoise

    5.3. Noise characteristics

    5.3.1. Signal-to-noise ratio, SNR

    5.3.2. Noise factor, F, and noise figure, NF

    5.3.3. CalculatingSNR and input noise voltage from NF

    5.3.4. Two source noise model

    5.4. Low-noise design: noise matching

    5.4.1. Maximization ofSNR

    5.4.2. Noise in diodes

    5.4.3. Noise in bipolar transistors

    5.4.4. Noise in FETs

    5.4.5. Noise in differential and feedback amplifiers

    5.4.6. Noise measurements

    MEASUREMENT THEORY FUNDAMENTALS. Contents

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    5.5. Interference: environment influence

    5.5.1. Thermoelectricity

    5.5.2. Piezoelectricity

    5.5.3. Leakage currents

    5.5.4. Cabling: capacitive injection of interference

    5.5.5. Cabling: inductive injection of interference

    5.5.6. Grounding: injection of interference by improper grounding

    5.5. Observer influence: matching

    6. Measurement system characteristics

    6.1. Sensitivity

    6.2. Sensitivity threshold

    6.3. Signal shape sensitivity

    6.4. Resolution

    6.5. Non-linearity

    6.6. System response

    MEASUREMENT THEORY FUNDAMENTALS. Contents

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    7. Measurement devices in electrical engineering

    7.1. Input transducers7.1.1. Mechanoelectric transducers

    7.1.2. Thermoelectric transducers

    7.1.3. Magnetoelectric transducers

    7.2. Signal conditioning

    7.2.1. Attenuators

    7.2.2. Compensator network7.2.3. Measurement bridges

    7.2.4. Instrumentation amplifiers

    7.2.5. Non-linear signal conditioning

    7.2.6. Digital-to-analog conversion

    8. Electronic measurement systems

    8.1. Frequency measurement

    8.2. Phase meters

    8.3. Digital voltmeters

    8.4. Oscilloscopes

    8.5. Data acquisition systems

    MEASUREMENT THEORY FUNDAMENTALS. Contents

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    1. BASIC PRINCIPLES OF MEASUREMENTS

    1.1. Definition of measurement

    Measurement is the acquisition of information about

    a state or phenomenon (object of measurement)

    in the world around us.

    This means that a measurement must be descriptive

    with regard to that state or object we are measuring: there

    must be a relationship between the object of measurement

    and the measurement result.

    The descriptiveness is necessary but not sufficient aspectof measurement: when one reads a book, one gathers

    information, but does not perform a measurement.

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.1. Definition of measurement

    Reference: [1]

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    This aspect too is a necessary but not sufficient aspect of

    measurement. Admiring a painting inside an otherwise emptyroom will provide information about onlythe painting, but does

    not constitute a measurement.

    A third and sufficient aspect of measurement is that it must be

    objective. The outcome of measurement must be independent

    of an arbitrary observer.

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.1. Definition of measurement

    A second aspect of measurement is that it must be selective:

    it may only provide information about what we wish to measure

    (the measurand) and not about any other of the many states or

    phenomena around us.

    Reference: [1]

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    Image space

    Abstract,well-definedsymbols

    In accordance with the three above aspects: descriptiveness,

    selectivity, and objectiveness, a measurement can be described

    as the mapping of elements from an empirical source set

    with the help of a particular transformation (measurement

    model).

    Empirical space

    Source setS

    si

    States,phenomena

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.1. Definition of measurement

    Source set and image set are isomorphic if the transformation

    does copythe source set structure (relationship between the

    elements).

    Reference: [1]

    onto elements of an abstract image set

    Image setI

    ii

    Transformation

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    Image space

    Example: Measurement as mapping

    Empirical space

    State (phenomenon):

    Static magnetic field

    V

    R[

    Instrumentation

    Abstract symbol

    Transformation

    B=f(R, [ V)

    Measurement model

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.1. Definition of measurement

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    The field of designing measurement instruments and systems

    is called instrumentation.

    Instrumentation systems must guarantee the required

    descriptiveness, the selectivity, and the objectivityof the

    measurement.

    1.2. Definition of instrumentation

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.2. Definition of instrumentation

    In order to guarantee the objectivity of a measurement, we

    must use artifacts (tools or instruments). The task of these

    instruments is to convert the state or phenomenon into a

    different state or phenomenon that cannot be misinterpreted by

    an observer.

    Reference: [1]

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    171. BASIC PRINCIPLES OF MEASUREMENTS. 1.3. Why measuring?

    1.3. Why measuring?

    Let us define pure science as science that has sole purpose

    ofdescribingthe world around us and therefore is responsible

    for our perception of the world.

    In pure science, we can form a better, more coherent, and

    objective picture of the world, based on the information

    measurement provides. In other words, the information allows

    us to create models of (parts of) the world and formulate laws

    and theorems.

    We must then determine (again) by measuring whether this

    models, hypotheses, theorems, and laws are a valid

    representation of the world. This is done by performing

    tests (measurements) to compare the theory with reality.

    Reference: [1]

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    18

    2) perform measurement;

    3) alter the pressure if it

    was abnormal.

    We considerapplied science as science intended to change

    the world: it uses the methods, laws, and theorems of pure

    science to modify the world around us.

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.3. Why measuring?

    In this context, the purpose of measurements is to regulate,

    control, or alter the surrounding world, directly or indirectly.

    The results of this regulating control can then be tested and

    compared to the desired results and any further correctionscan be made.

    Even a relatively simple measurement such as checking the

    tire pressure can be described in the above terms:

    1) a hypothesis: we fear that the tire pressure is abnormal;

    Reference: [1]

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    REAL WORLDempirical states

    phenomena, etc.

    IMAGEabstract numbers

    symbols, labels, etc.

    SCIENCE

    (processing, interpretation)

    measurement results

    PureApplied

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.3. Why measuring?

    Measurement

    Verification (measurement)Control/change

    Control/change

    Hypotheseslawstheories

    Illustration: Measurement in pure and applied science

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    These five characteristics are used to determine the five types

    (levels) of measurements.

    Distinctiveness:A ! B,A { B.

    Ordering in magnitude:A B,A !B,A "B.

    Equal/unequal intervals:AB CD,AB !CD

    AB "CD .

    Ratio:A ! kB (absolute zero is required).

    Absolute magnitude:A !kaREF, B!kbREF(absolute reference or unit is required).

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.4. Types of measurements

    1.4. Types of measurements

    To represent a state, we would like our measurements to have

    some of the following characteristics.

    Reference: [1]

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    States are only namedNOMINAL

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.4. Types of measurements

    States can be orderedORDINAL

    Distance is meaningfulINTERVAL

    Abs. zeroRATIO

    Abs. unitABSOLUTE

    Illustration: Levels of measurements (S. S. Stevens, 1946)

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    1. nominalscale,

    2. ordinalscale,

    3. intervalscale,

    4. ratio scale,

    5. absolute scale.

    The types of scales reflect the types of measurements:

    1.5. Scaling of measurement results

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    A scale is an organized set of measurements, all of which

    measure one property.

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    231. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    A scale is notalways unique; it can be changed without loss

    of isomorphism.

    Image space

    Abstract,well-definedsymbols

    Empirical space

    Source setS

    si

    States,phenomena

    ii

    Transformation

    Image setI

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    241. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    A scale is notalways unique; it can be changed without loss

    of isomorphism.

    Image space

    Abstract,well-definedsymbols

    Empirical space

    Source setS

    si

    States,phenomena

    Image setI

    ii

    ii

    Transformation

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    Image1

    1 1

    0 0

    State | orthogonality

    1. Nominal scale

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    Examples:

    numbering of

    football

    players,

    detection

    and alarm

    systems,

    etc.

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    1 1

    0 0

    T T

    T T

    Image2=(Image1+1)vTState | orthogonality

    1. Nominal scale

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    Examples:

    numbering of

    football

    players,

    detection or

    alarm

    systems,

    etc.

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    T T

    T T

    Image3=Cos(Image

    2)

    1 1

    1 1

    State | orthogonality

    1. Nominal scale

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    Examples:

    numbering of

    football

    players,

    detection or

    alarm

    systems,

    etc.

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    1 1

    1 1

    Image4=Image

    3v2T

    2T 2T

    2T 2T

    State | orthogonality

    1. Nominal scale

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    Examples:

    numbering of

    football

    players,

    detection or

    alarm

    systems,

    etc.

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    2T 2T

    2T 2T

    Image5=Cos(Image

    4)

    1 1

    1 1

    State | orthogonality

    1. Nominal scale

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    Examples:

    numbering of

    football

    players,

    detection or

    alarm

    systems,

    etc.

    The structure is lost!

    Any one-to-one transformation can be used to

    change the scale.

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    A !1&!1

    A !2&!1

    A !2&!1

    A !1&!2

    Image1

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | order

    2. Ordinal scale

    Examples:

    IQ test,

    etc.

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    A !1&!1

    A !2&!1

    A !2&!1

    A !1&!2

    A !1&!1

    A !4&!1

    A !4&!1

    A !1&!4

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | order

    2. Ordinal scale

    Image2! Image1

    2

    Examples:

    IQ test,

    etc.

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    A !1&!1

    A !4&!1

    A !4&!1

    A !1&!4

    A !1&!1

    A !4&!1

    A !4&!1

    A !1&!4

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | order

    2. Ordinal scale

    Image3! Image2

    Examples:

    IQ test,

    competition

    results,

    etc.

    The structure is lost!

    Any monotonically increasing transformation, either linear or

    nonlinear, can be used to change the scale.

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    Image1

    A ! 4&! 4

    A&!0

    A ! 6&! 7

    A&!1

    A ! 8&! 4

    A&!4

    A ! 5&! 4

    A&!1

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | interval

    Interval scale

    Examples:

    time scales,

    temperature

    scales, etc.,

    where the

    origin or zero

    is not fixed

    (floating).

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    A ! 4&! 4

    A&!0

    A ! 6&! 7

    A&!1

    A ! 8&! 4

    A&!4

    A ! 5&! 4

    A&!1

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | interval

    Interval scale

    Examples:

    time scales,

    temperature

    scales, etc.,

    where the

    origin or zero

    is not fixed

    (floating).

    Image2! 10vImage12

    A ! 42&! 42

    A&!0

    A ! 62&! 72

    A&!10

    A ! 82&! 42

    A&!40

    A ! 52&! 42

    A&!10

    Any increasing linear transformation can be used to

    change the scale.

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    Image1

    A ! 4&! 4

    A&! 1

    A ! 6&! 7

    A&! 6/7

    A ! 8&! 4

    A&! 2

    A ! 5&! 4

    A&! 5/4

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | ratio

    4. Ratio scale

    Examples:

    measurement

    of any physical

    quantities

    having fixed

    (absolute)

    origin.

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    A ! 4&! 4

    A&! 1

    A ! 6&! 7

    A&! 6/7

    A ! 8&! 4

    A&! 2

    A ! 5&! 4

    A&! 5/4

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | ratio

    4. Ratio scale

    Image2! 10vImage1

    Examples:

    measurement

    of any physical

    quantities

    having fixed

    (absolute)

    origin.

    The only transformation that can be used to change the

    scale is the multiplication by any positive real number.

    A ! 40&! 40

    A&! 1

    A ! 60&! 70

    A&! 6/7

    A ! 80&! 40

    A&! 2

    A ! 50&! 40

    A&! 5/4

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    Image

    A ! 1

    A ! 3/2A ! 2

    A ! 5/4

    1. BASIC PRINCIPLES OF MEASUREMENTS. 1.5. Scaling of measurement results

    State | absolute value

    5. Absolute scale

    Examples:

    measurement

    of any physical

    quantities by

    comparison

    against an

    absolute unit

    (reference).

    Ref. Ref.

    Ref. Ref.

    No transformation can be used to change the scale

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    38Next lecture

    Next lecture: LabView (in the computer class)