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Measurement uncertainty budget template

A measurement uncertainty budget lists every source of doubt in one measurement, turns each into a standard uncertainty and combines them into the expanded uncertainty U that you report as y ± U. This template follows the GUM (JCGM 100:2008): Type A rows from repeated readings (s ÷ √n), Type B rows from certificates, specifications and resolution with the divisor for each distribution (k, √3, √6 or √2), sensitivity coefficients, the combined standard uncertainty by root sum of squares, effective degrees of freedom by the Welch-Satterthwaite formula and a coverage factor from the t-distribution. Page 1 of the PDF is a blank budget for 12 sources. Page 2 is a filled example for an outside micrometer on a 25 mm shaft. Page 3 has the steps, the formulas with their GUM clauses, a t-table, the decision rules and the common mistakes. The Excel version takes up to 30 repeated readings, looks up each divisor, works out u(xi), ui(y), each source's share of uc², νeff, k at 95% or 95.45% from an embedded t-table, U to two significant digits and the result statement. It then compares U with the tolerance: test uncertainty ratio, guard band, and a pass, conditional pass, conditional fail or fail statement for each part you measure.

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Page 1 of the measurement uncertainty budgetUnit fields, 20 readings, a 12-row budget table, boxes for uc, νeff, k and U.
Type A and Type B rowsDivisor by distributionSensitivity coefficientsWelch-Satterthwaite νeffk from the t-tableExpanded uncertainty UTUR and guard bandWorked example

When to use it

When to use a measurement uncertainty budget

  • Your lab works to ISO/IEC 17025, which asks you to evaluate the uncertainty of your measurements (clause 7.6, Evaluation of measurement uncertainty).
  • A customer wants results as y ± U, or the calibration certificates you issue must state U and k.
  • Before you trust a gauge on a tight tolerance: is U small enough against the tolerance, and how much of the tolerance does a guard band cost?
  • When parts measured near a limit start an argument between supplier and customer. The budget shows how far a reading could be from the true value.
  • Not instead of a gage R&R study. The R&R shows whether the gauge can tell parts apart; its repeatability can become the Type A row here.

How to fill it in

  1. 1

    Define the measurand and the model

    Write what is measured, where and under which conditions: the diameter of journal A, two-point, at 20 °C. Then write the model: the reading plus every correction, even those estimated as zero. Each term becomes a row.

  2. 2

    Take repeated readings

    Measure the same item 10 or more times the way production does. The Excel works out s. The divisor is √n, where n is the number of readings averaged in each reported result, and the degrees of freedom are m − 1.

  3. 3

    Add the Type B rows

    From a certificate, enter U and its k. From limits only, enter the half-width a and pick rectangular (÷ √3), triangular (÷ √6) or U-shaped (÷ √2). Resolution is half a digit, rectangular.

  4. 4

    Set the sensitivity coefficients

    ci turns each standard uncertainty into the unit of the result. Length terms are 1. A temperature limit in °C needs α × L, which the sheet's helper works out: 11.5 × 10⁻⁶ per °C × 25 mm = 0.2875 µm per °C.

  5. 5

    Combine and expand

    uc is the square root of the sum of the squared ui(y). νeff = uc⁴ ÷ Σ(ui⁴ ÷ νi). k is the t value at νeff, rounded down to a table row, and U = k × uc, reported to two significant digits.

  6. 6

    Apply your decision rule

    Enter the tolerance. The sheet gives TUR = T ÷ 2U, moves each limit in by w = r × U and labels each measured part. Agree the rule with your customer before you measure.

Divisors

From what you know to a standard uncertainty

Every input is turned into a standard uncertainty u(xi) by dividing by the divisor of its distribution. Sources: JCGM 100:2008 clauses 4.2 and 4.3, UKAS M3003 Edition 6 Table 1.

  • Normal (Type A), ÷ √n

    What you know
    s of single readings, with n readings averaged in each result
    Example
    s = 0.843 µm, n = 1: u = 0.843 µm
    Source
    GUM 4.2.3
  • Normal (Type B), ÷ k

    What you know
    U and its coverage factor k, from a certificate or spec
    Example
    U = 0.5 µm, k = 2: u = 0.250 µm
    Source
    GUM 4.3.3
  • Rectangular, ÷ √3 = 1.732

    What you know
    Only limits ±a: resolution, or a spec with no level stated
    Example
    1 µm digit, a = 0.5 µm: u = 0.289 µm
    Source
    GUM 4.3.7
  • Triangular, ÷ √6 = 2.449

    What you know
    Limits ±a, values near the middle more likely
    Example
    a = 2 µm: u = 0.816 µm
    Source
    GUM 4.3.9
  • U-shaped, ÷ √2 = 1.414

    What you know
    Limits ±a, values near the limits more likely
    Example
    a = 1 °C: u = 0.707 °C
    Source
    M3003 Table 1

A filled-in example

Illustrative, not a benchmark

An example: an outside micrometer reading a 25 mm shaft journal with a tolerance of 24.990 to 25.010 mm (illustrative numbers, the same as the Excel Worked example sheet and page 2 of the PDF).

  • Ten readings on the shaft give s = 0.843 µm. Production reads each shaft once, so n = 1 and the Type A row is 0.843 µm with 9 degrees of freedom.
  • Type B rows: setting standard U = 0.5 µm at k = 2 (0.250 µm), the 1 µm digit (0.289 µm), anvil flatness and parallelism ±1 µm (0.577 µm), shaft and micrometer within 1 °C of each other (0.166 µm), room within 20 ± 2 °C with expansion coefficients differing by up to 2 × 10⁻⁶ per °C (0.058 µm).
  • uc = 1.105 µm. Repeatability is 58.2% of uc² and the anvils 27.3%; resolution is 6.8%.
  • νeff = 26.5, so k is t at 26 degrees of freedom: 2.056 at 95%. U = 2.272 µm, reported as 2.3 µm.
  • TUR = 20 µm ÷ (2 × 2.3 µm) = 4.3. With a guard band w = U, parts are accepted from 24.9923 to 25.0077 mm.

Result: 25.0040 mm ± 0.0023 mm (k = 2.06, νeff = 26.5, about 95%). Of five shafts, 25.004 mm passes; 24.991 and 25.008 mm pass simple acceptance but are conditional passes under the guard band; 25.011 mm is a conditional fail and 25.013 mm fails.

Common mistakes

  • Double counting

    If several operators took the repeated readings, operator effects are already in s. An operator row on top counts them twice (GUM 4.3.10).

  • Using resolution as the whole story

    Half a digit ÷ √3 is one row. In the example it is 0.289 µm of a 1.105 µm uc, 6.8% of the variance. U from resolution alone would be about 0.6 µm instead of 2.3 µm.

  • Dividing by √n you never use

    s ÷ √10 is right only if every reported result is the mean of 10 readings. In the example that shortcut would report U = 1.5 µm for a shop that reads each shaft once.

  • Using k = 2 with few readings

    When a Type A row from 4 readings dominates, νeff falls toward 3, where k at 95% is 3.18 (GUM Table G.2). Let the t-table set k.

  • Reporting too many digits

    Give U to at most two significant digits and round y to the same decimal place (GUM 7.2.6). 2.2720 µm is reported as 2.3 µm, and the reading as 25.0040 mm with U = 0.0023 mm.

  • Adding a safety factor

    Inflating inputs to be safe makes the stated coverage false (UKAS M3003 3.48). Keep U realistic and handle risk with the guard band.

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