Technical Note 13 March 2014

Issued: July 1995 Amended and reissued: July 2005, July 2007, October 2007, May 2010, March 2013,
March 2014

User checks and maintenance of laboratory

balances
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Technical Note 13 - User checks and maintenance of laboratory balances

User checks and maintenance of laboratory balances

1. Summary
This document provides guidance information on:
the specific features of various types of balances used in facilities;
factors which may affect proper performance of balances;
balance calibration issues; and
user checks, together with the evaluation of these checks, to determine ongoing satisfactory
performance of balances.
The methods in this document (user checks) are loosely based on those found in Monograph 4, The
Calibration of Weights and Balances, E Morris and K Fen, Australian Government National Measurement
Institute.

2. Introduction
In most facilities, the balance is a critical item of equipment which must operate correctly and have suitable
traceability in order to ensure the quality of test results. However, for a variety of reasons balances can either
malfunction or their outputs drift over time.
The purpose of this technical note is to give guidance to balance users on how to monitor any drift or change
in measurement over time and to ensure that a balance remains fit for use. This is achieved through periodic
single point checks and through repeatability checks (refer to Section 7).
A measure of a balance's capability, the Limit of Performance is calculated using the results of the
repeatability readings together with the maximum scale error. The limit of performance is the upper limit of
measurement error that may be expected when no corrections are made and only one reading is taken. A
balance user can request for the limit of performance to be reported on a calibration report and this number
can be approximately recalculated at any one time using the results from the user checks (refer to Section
7).
An end user may use the limit of performance to determine if the balance meets their needs based on the
users required error allowance for the measurements they undertake.
A balance user can also determine the minimum mass for which a weighing device will provide meaningful
measurements (refer to Section 7).

3. Features of electronic balances

Single-range
Single range balances have the same resolution i.e. number of decimal places over the whole operating
range.

Dual-range
Dual-range balances operate over two ranges, the resolution of the reading decreasing for the higher
capacity range, for example 0.001 mg up to 20 g and then 0.01 mg from 20 g to 200 g. Repeatability and
scale value checks need to be performed in both ranges if they are used.

Poly-range
Poly range balances have more than two ranges and resolutions. Repeatability and scale value checks need
to be performed at the top of each range. This may require several checks depending on the number of
ranges used.

Balance adjustment
Modern balances can be compensated for their drift due to changes in temperature, ageing of electronics
and other influence factors. This is a very useful feature and helps the balance maintain its accuracy over
time. It is achieved by loading either an external mass, as per the procedure in the user manual, or by
activating the loading of an internal mass located inside the balance. This adjustment is usually at only one
point in its range and is not an actual calibration even though it is often referred to as such by some of the
manufacturers.

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Technical Note 13 - User checks and maintenance of laboratory balances
When using an external mass to perform a balance adjustment, it must be noted that even calibrated
masses are not exactly equal to their nominal value and there are different classes of masses with different
maximum errors. Consequently, if the calibration service provider uses their masses to adjust the balance
and then the end user adjusts the balance by using a different mass (by either using a different external
mass or by activating the internal mass) then there will be a shift in the balance by the amount that the two
masses differ. This can be a significant difference for high resolution balances. It is, therefore, important that
the balance calibrator and the end user both use the same adjustment mass (preferably the internal
calibration mass when available) so that the corrections and the limit of performance on the calibration report
are valid.

4. Balance location environmental factors

Service check-ups
A balance located in a harsh environment may require maintenance. Yearly service checks can help ensure
that the balance is performing correctly. If any adjustments are required at this time, then a full calibration
may be necessary and a new endorsed report obtained.

Dust
Balances should be maintained as dust free as possible. Any cleaning should be performed without moving
the balance (refer to Note 1).

Temperature
Temperature changes or temperature differentials can affect balance operation. Therefore, it is
recommended that balances be kept away from windows where there is excessive heating from the sun.
Refer to manufacturers specification for the expected drift due to changes in temperature.

Air draughts
Draughts can cause readings to fluctuate beyond acceptable limits. Sometimes the accommodation prevents
the proper placement of the balance in a draught free area. If this is the case, the balance must be shielded
from draughts using partitions or balance shields (refer to Note 2).

Vibration
A balance needs to be located on a bench that is stable (ie. not able to move or flex). Many benches,
including steel benches, can bend or move sufficiently to affect the readings of a balance, e.g. by placing a
heavy article on the bench.
The best practice is to isolate the balance, if at all possible, on its own support.

Magnetism
Force compensation balances are susceptible to magnetism. Changes in readings, or reading offset, can
occur if the magnetic field surrounding the balance is changed, for example, with cast iron masses (refer to
Note 3). Similarly balances should not be placed on a metal surface which may induce a magnetic
susceptibility.

5. Correct use of balances

Tare function/zero check
This operation must be performed prior to each weighing to ensure the balance is at zero and has not drifted
since the last reading. It must be remembered, however, that taring should only be carried out initially when
performing either the single point check or repeatability user checks.
Many balances now come with zero tracking facilities. When a mass is removed, the balance will
automatically re-zero itself. Care must, therefore, be taken when removing samples.

User checks
Single point and repeatability checks may be performed at any time. Guidance is provided in the General
Equipment Table published by NATA for checking frequencies.

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Technical Note 13 - User checks and maintenance of laboratory balances

6. Full calibration
A full calibration should be performed in-situ, see note 5 below.
A NATA, or equivalent, endorsed report is required covering the calibration except where the facility is
approved to perform in-house balance calibrations (refer to NATA Policy Circular 12). The calibration service
provider must use reference standards that are appropriate and traceable to a national standard for mass.
As part of the full calibration service, the Limit of Performance of the balance will be calculated for each
measurement range. The end user can then use the reported limit of performance to determine if the
balance still meets their measurement requirements.
In order to assess the user checks described below, the user of the balance must ensure the following
information is reported on each calibration certificate:
The limit of performance for each range calibrated;
The standard deviation of the repeatability readings, sometimes just called the repeatability or
repeatability of the measurement in a calibration report Sr;
The largest reported scale reading correction across the measurement range(CCal);
The expanded uncertainty associated with the above largest correction. U(CCal).

Trade measurement, Verifying Authorities

NATA accepts calibrations for masses carried out by Verifying Authorities provided that they are reported on
a Regulation 13 certificate.
Further information and a listing of Verifying Authorities is available on the National Measurement Institute
(NMI) website at www.measurement.gov.au.

7. User checks
Single point check
This is a check that the balances sensitivity has not changed significantly since it had its last full calibration,
for example, that the scale value corrections and limit of performance on the calibration report are still valid.
The mass used must be stable, close to full capacity (typically not less than 80% where practical) of the
required balance range being checked and be of symmetrical shape (usually cylindrical) so that the mass
can be centred and evenly distributed on the balance. For poly range balances, each range must be
checked. The mass must be carefully handled and stored so that its mass value does not change due to
scratches, dust, contamination, etc. Ideally, a single mass is to be used, however this may not be practical
for larger scale devices.
The user check mass must be calibrated, be of a suitable material and ideally have an uncertainty which is
less than 2.26 Sr of the balance for which it is being used, or is comparable to the resolution of the balance.
It is highly recommended the end user performs a user check soon after a full calibration in order to ensure
the process is working correctly.

Single point check procedure Method 1

Where the weighing machine is electronic and has a so-called calibration facility that allows the output of
the machine to be adjusted between zero and an internally or externally applied weight, it is advisable for this
facility to be operated prior to the daily check, and also for it to be operated regularly before the weighing
machine is used, to permit compensation for changing environmental factors such as temperature and air
density.
a) Tare the balance and record the zero reading (z1);
b) Place the calibrated mass(es) (M) on the balance and record the indicated mass (m1);
c) Remove the mass(es) from the balance. Do not tare the balance;
d) Place the calibrated mass(es) on the balance and record the indicated mass (m2);
e) Remove the mass(es) from the balance and record the balance reading (z2).
Calculate the correction for each separate weighing:

C1 = M (m1 z1)
C2 = M (m2 z2)
CUser-Check Correction = (C1 + C2)/2
C = CUser-Check Correction - CCalibration report correction

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Technical Note 13 - User checks and maintenance of laboratory balances
Where CCalibration report correction is the correction at load M as found on the last calibration report.
If

|C| {U2 + (1.6sr)2 + UM2}

where U is the uncertainty of the correction at load M as found on the last calibration report and
UM is the uncertainty of the user check calibrated mass
it is unlikely the balances characteristics have changed significantly since it had its last full calibration. These
checks may typically be repeated monthly and by following this method the recalibration interval may be
extended depending on the users requirements.

Single point check procedure Method 2

Alternatively user checks may be carried out between full calibrations on a daily or before use basis. Where
the weighing machine is electronic and has a so-called calibration facility that allows the output of the
machine to be adjusted between zero and an internally or externally applied weight, it is advisable for this
facility to be operated prior to the daily check, and also for it to be operated regularly before the weighing
machine is used, to permit compensation for changing environmental factors such as temperature and air
density.
The checks should include checking or adjusting the zero of the weighing machine, followed by the
placement of a single weight (usually of a size appropriate to the normal range or load of use for the
weighing machine) on the load receptor. The balances indication should be recorded.
The laboratorys procedure for the daily, or before-use, check should define an action limit or error allowance
that is appropriate for the use of the machine.
Following this method, the calibration interval for the balance should be reduced to every 12 months.

Repeatability check
The 6 monthly repeatability check seeks to determine if the balance output changes with repeated
measurements by performing 10 measurements of the same mass. It is the change in the magnitude of the
spread of responses (largest standard deviation) that is important, and this is compared with the standard
deviation obtained at the last full calibration and reported on the calibration report. One set of repeatability
checks should be performed in each measurement range of the balance.
The value of the mass should be close to the maximum measurement range for which the instrument is used
(or one for each scale range for a dual scale or poly-range balance) and like the mass used for the single
point check must be symmetrical in shape and stable.

Repeatability check procedure

a) Tare the balance and record the zero reading (z1);
b) Place the selected mass(es) which is close to the maximum capacity of the range being checked on
the balance and record the indicated reading (m1);
c) Remove the mass(es) from the balance and record the balance reading (z2);
d) Without taring the balance, place the same selected mass(es) on the balance and record the
indicated reading (m2);
e) Remove the mass(es) from the balance and record the balance reading (z3);
f) Repeat (d) and (e) so that 10 complete set of readings are obtained.

Calculate the difference (ri) between each reading and its corresponding zero reading:
ri = mi zi
Calculate the standard deviation (s) of the difference r1, r2,..rn from the formula
suser check = [ (ri R) / (n 1)]
2

Where i = 1 to n, and R = mean of the values of ri

If the standard deviation (suser check) is less than twice that from the last calibration report (sr), it is unlikely
the balances characteristics have changed significantly since it had its last full calibration.

Assessment of user checks

If there are significant changes, as measured by the user checks (both single point and repeatability checks),
the following should be undertaken:
1. Check and rectify any environmental problems, e.g. draughts, temperature fluctuations, etc. (refer to
Section 4)

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Technical Note 13 - User checks and maintenance of laboratory balances
2. Repeat the check.
3. If the balance still falls outside of this guideline, it should be determined what effect this change in
performance has had on previous test results obtained using this balance.

Recalculate the Limit of Performance (as noted below) and then decide if the instrument is still fit for use
based on the Limit of Performance as required by the test methods for which the balance is used, or, the
magnitude of the change in the Limit of Performance since the last calibration. This will influence the
decision as to whether or not the balance requires servicing and recalibration.

Limit of performance
To assist with the above decisions, it may be helpful to make a rough estimation of the current limit of
performance of the balance using the following formula:
User defined limit of performance = 2.26 sw + |Corrw| + U(CCal)
Where:
sw is the larger standard deviation of the repeatability standard of either:
a) that reported on the last full calibration report Sr; or
b) that determined by the user repeatability check suser check.
|Corrw| is the absolute value of |CCal| + |Cuser check|
|CCal| is the largest correction reported on the last full calibration report.
|Cuser check| is the change in user check correction from that measured at the time of the last full
calibration, to that measured now.
U(CCal) is the expanded uncertainty associated with |CCal| as shown on the calibration report.

If there is any doubt whether or not the balance requires recalibration, the calibration service provider who
last calibrated the balance should be consulted. These experts are usually conversant with the particular
limits on capabilities and specifications of the various models of balances. If there has been a significant
change, it will also be necessary to determine the possible effect on test results which have been obtained
using the balance in the period prior to this check and subsequent to the last satisfactory check.

Note: All of the above steps and checks constitute the corrective actions for that balance and must be recorded.

Minimum Mass
In some industries, such as the pharmaceutical industry, users sometimes need to achieve a certain relative
uncertainty such as 0.1%. When the quantities become smaller and smaller, a point will be reached below
which the required relative uncertainty can no longer be achieved. This point is the minimum mass.
The minimum mass Mmin can be calculated from the equation
Mmin = 2 x Sr / U(rel)
Where Sr is the standard deviation of the repeatability reported at the last full calibration (as listed above)
and U(rel) is the required relative expanded uncertainty.

8. Notes
Note 1: Dust is a problem if it gets into the balance mechanism. There is usually very little clearance
between the pan spindle and wall of the force compensation cell.
Note 2: Opening of doors, windows and operation of fans and air conditioners can affect balance
operation. It has even been found that an air conditioner output bouncing off the adjacent wall is
sufficient to affect the stability of some balances.
Note 3: If there is a possibility that a mass is magnetic and affecting the reading it can be checked by.
comparing the indicated value of the mass when placed directly on the pan against the indicated
value when the mass is raised 10-15 cm above the pan on a tared, non-magnetic spacer. The
magnitude of the effect could be up to 1 g in 1000 g. Larger, less predictable, changes can be
caused by moving a large mass of magnetic material from under, or alongside, a balance.
Electronic balances should not be located near equipment/machinery with a strong electric field,
eg. electric grinders, due to the possible ingress of magnetic material into the weighing cell. This
can cause disproportionate errors due to the effect of the lever ratio in the mechanism.

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Technical Note 13 - User checks and maintenance of laboratory balances
Note 4: If the full range of a balance is not required, then it is only necessary to calibrate and check that
portion of the range* of the balance actually used. If this is the case, the calibration is performed
as if this reduced range is the full range of the balance and all calibration readings must be taken
in this nominated, reduced range. However adequate warning, by way of a sign above or on the
balance, must be given to prevent users inadvertently using the uncalibrated portion of the range
of the balance.
Alternatively, it may be appropriate in some cases to request that the calibration service provider
calculate the Limit of Performance for the balance over different working ranges* for which the
balance is to be used. For example, a 30 kg balance may have a limit of performance of 0.4 g
up to 10 kg but a limit of performance of 2.5 g up to 30 kg. If the limit of performance of the
balance is just reported as 2.5 g, this balance would be deemed unsuitable for application
requiring a limit of performance of 0.5 g or better. If, however, both limit of performances were
reported with their ranges then the balance would meet the requirements of 0.5 g up to 10 kg
and would also meet the requirements of 5 g up to 30 kg.
If this option is chosen, the balance must be clearly identified with these limitations and the user
checks must be performed in all of these ranges to ensure that the balance continues to meet
the different requirements of each range.

* These ranges may be defined by the facility depending upon the balance capacities and
limits of performance required by the test methods.
Note: 5: Moving a balance. Weighing devices are to be recalibrated or have their calibration and
performance verified if moved. This is particularly important for high resolution weighing
machines.
Performance verification is to ensure the device is still fit for purpose by testing calibration and
repeatability. Alternatively when moving a balance the user is to ensure the performance of the
device has not been altered and is still fit for purpose by taking into account;
weighing device design and intended use
manufactures manufacturers instructions
results of verification checks of calibration and repeatability show the device is fit for purpose
at the new location
linearity checking
Environmental changes at the new location may differ to the original location and affect
balance performance. Consider:
local gravity changes compared to the location at calibration
air movements (drafts)
temperature, both air and radiated (sunlight)
vibration and stability of weighing surface
sources of magnetic field interference (speakers, mobile phones and other equipment)

9. References
NMI Monograph 4, The Calibration of Weights and Balances, E Morris and K Fen, Australian Government
National Measurement Institute.
NATA Policy Circular 12 NATA requirements for the performance of calibrations in-house
NATA Technical Note 28 In-house calibrations and measurement uncertainty
AMENDMENT TABLE
The table below provides a summary of changes made to the document with this issue.
Section Amendment

Monthly User Check The periodic checking guidance has been significantly revised in
this revision
Frequency of Checks Is now referenced to the published General Equipment Table
rather than the individual FADs
Minimum Mass Minimum Mass has been added as a guide as to the minimum
mass that this balance can measure
Moving a Balance Has been added as Note 5 on page 8
User assigned mass Assigning a value to a users monthly check mass has been
removed as a result of changes to the monthly checking method
User check templates Have been removed

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