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Calipers

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For other uses, see Caliper (disambiguation).
Caliper with graduated bow 0–10 mm

A caliper is a device used to measure the distance between two opposite sides of an object. A caliper can be as simple as a compass with inward or outward-facing points. The tips of the caliper are adjusted to fit across the points to be measured, the caliper is then removed and the distance read by measuring between the tips with a measuring tool, such as a ruler.

It is used in many fields such as mechanical engineering, metalworking, forestry, woodworking, science and medicine.

Nomenclature variants

A plurale tantum sense of the word "calipers" coexists in natural usage with the regular noun sense of "caliper". That is, sometimes a caliper is treated cognitively like a pair of glasses or a pair of scissors, resulting in a phrase such as "hand me those calipers" or "those calipers are mine" in reference to one unit.

Also existing colloquially but not in formal usage is referring to a vernier caliper as a "vernier" or a "pair of verniers". In imprecise colloquial usage, some speakers extend this even to dial calipers, although they involve no vernier scale.

In machine-shop usage, the term "caliper" is often used in contradistinction to "micrometer", even though outside micrometers are technically a form of caliper. In this usage, "caliper" implies only the form factor of the vernier or dial caliper (or its digital counterpart).

History

The earliest caliper has been found in the Greek Giglio wreck near the Italian coast. The ship find dates to the 6th century BC. The wooden piece already featured a fixed and a movable jaw.[1][2] Although rare finds, caliper remained in use by the Greeks and Romans.[2][3]

A bronze caliper, dating from 9 AD, was used for minute measurements during the Chinese Xin dynasty. The caliper had an inscription stating that it was "made on a gui-you day at new moon of the first month of the first year of the Shijian guo period." The calipers included a "slot and pin" and "graduated in inches and tenths of an inch."[4][5]

The modern vernier caliper, reading to thousandths of an inch, was invented by American Joseph R. Brown in 1851. It was the first practical tool for exact measurements that could be sold at a price within the reach of ordinary machinists.[6]

Types

Inside caliper

Two inside calipers

The inside calipers are used to measure the internal size of an object.

  • The upper caliper in the image (at the right) requires manual adjustment prior to fitting. Fine setting of this caliper type is performed by tapping the caliper legs lightly on a handy surface until they will almost pass over the object. A light push against the resistance of the central pivot screw then spreads the legs to the correct dimension and provides the required, consistent feel that ensures a repeatable measurement.
  • The lower caliper in the image has an adjusting screw that permits it to be carefully adjusted without removal of the tool from the workpiece.

Outside caliper

Three outside calipers.

Outside calipers are used to measure the external size of an object.

The same observations and technique apply to this type of caliper, as for the above inside caliper. With some understanding of their limitations and usage, these instruments can provide a high degree of accuracy and repeatability. They are especially useful when measuring over very large distances, consider if the calipers are used to measure a large diameter pipe. A vernier caliper does not have the depth capacity to straddle this large diameter while at the same time reach the outermost points of the pipe's diameter. They are made from high carbon steel.

Divider caliper

Main article: Compass (drafting)
A pair of dividers

In the metalworking field, a divider caliper, popularly called a compass, is used in the process of marking out locations. The points are sharpened so that they act as scribers, one leg can then be placed in the dimple created by a center or prick punch and the other leg pivoted so that it scribes a line on the workpiece's surface, thus forming an arc or circle.

A divider caliper is also used to measure a distance between two points on a map. The two caliper's ends are brought to the two points whose distance is being measured. The caliper's opening is then either measured on a separate ruler and then converted to the actual distance, or it is measured directly on a scale drawn on the map. On a nautical chart the distance is often measured on the latitude scale appearing on the sides of the map: one minute of arc of latitude is approximately one nautical mile or 1852 metres.

Dividers are also used in the medical profession. An ECG (also EKG) caliper transfers distance on an electrocardiogram; in conjunction with the appropriate scale, the heart rate can be determined. A pocket caliper versions was invented by cardiologist Robert A. Mackin.[7]

Oddleg caliper

Oddleg calipers

Oddleg calipers, Hermaphrodite calipers, or Oddleg jennys, as pictured on the left, are generally used to scribe a line a set distance from the edge of a workpiece. The bent leg is used to run along the workpiece edge while the scriber makes its mark at a predetermined distance, this ensures a line parallel to the edge.

In the diagram at left, the uppermost caliper has a slight shoulder in the bent leg allowing it to sit on the edge more securely, the lower caliper lacks this feature but has a renewable scriber that can be adjusted for wear, as well as being replaced when excessively worn.

Vernier caliper

Main article: Vernier scale
Diagram of Vernier calipers. The labeled parts are
  1. Outside large jaws: used to measure external diameter or width of an object
  2. Inside small jaws: used to measure internal diameter of an object
  3. Depth probe/rod: used to measure depths of an object or a hole
  4. Main scale (Metric): scale marked every mm
  5. Main scale (Imperial): scale marked in inches and fractions
  6. Vernier scale (Metric) gives interpolated measurements to 0.1 mm or better
  7. Vernier scale (Imperial) gives interpolated measurements in fractions of an inch
  8. Retainer: used to block movable part to allow the easy transferring of a measurement
The calipers in the diagram show a primary reading on the metric scale of about 2.475 cm (2.4 cm read from the main scale plus about 0.075 cm from the Vernier scale). Calipers often have a "zero point error", which is when the calipers do not read 0.000 cm when the jaws are closed. The zero point error must always be subtracted from the primary reading. Let us assume these calipers have a zero point error of 0.013 cm. This would give us a length reading of 2.462 cm. For any measurement, reporting the error on the measurement is also important. Both the primary reading and the zero point reading are bounded by plus/minus half the length corresponding to the width of the smallest interval on the Vernier scale (0.0025 cm). These are "absolute" errors and absolute errors add, so the length reading is then bounded by plus/minus the length corresponding to the full width of the smallest interval on the Vernier scale (0.005 cm). Assuming no systematics affect the measurement (the instrument works perfectly), a complete measurement would then read 2.462 cm ± 0.005 cm.

The vernier, dial, and digital calipers give a direct reading of the distance measured with high accuracy and precision. They are functionally identical, with different ways of reading the result. These calipers comprise a calibrated scale with a fixed jaw, and another jaw, with a pointer, that slides along the scale. The distance between the jaws is then read in different ways for the three types.

The simplest method is to read the position of the pointer directly on the scale. When the pointer is between two markings, the user can mentally interpolate to improve the precision of the reading. This would be a simple calibrated caliper; but the addition of a vernier scale allows more accurate interpolation, and is the universal practice; this is the vernier caliper.

Vernier, dial, and digital calipers can measure internal dimensions (using the uppermost jaws in the picture at right), external dimensions using the pictured lower jaws, and in many cases depth by the use of a probe that is attached to the movable head and slides along the centre of the body. This probe is slender and can get into deep grooves that may prove difficult for other measuring tools.

The vernier scales may include metric measurements on the lower part of the scale and inch measurements on the upper, or vice versa, in countries that use inches. Vernier calipers commonly used in industry provide a precision to 0.01 mm (10 micrometres), or one thousandth of an inch. They are available in sizes that can measure up to 1,829 mm (72 in).[8]

Dial caliper

Mitutoyo dial caliper

Instead of using a vernier mechanism, which requires some practice to use, the dial caliper reads the final fraction of a millimeter or inch on a simple dial.

In this instrument, a small, precise rack and pinion drives a pointer on a circular dial, allowing direct reading without the need to read a vernier scale. Typically, the pointer rotates once every inch, tenth of an inch, or 1 millimeter. This measurement must be added to the coarse whole inches or centimeters read from the slide. The dial is usually arranged to be rotatable beneath the pointer, allowing for "differential" measurements (the measuring of the difference in size between two objects, or the setting of the dial using a master object and subsequently being able to read directly the plus-or-minus variance in size of subsequent objects relative to the master object).

The slide of a dial caliper can usually be locked at a setting using a small lever or screw; this allows simple go/no-go checks of part sizes.

Digital caliper

Digital caliper

A refinement now popular is the replacement of the analog dial with an electronic digital display on which the reading is displayed as a single value. Rather than a rack and pinion, they have a linear encoder. Some digital calipers can be switched between centimeters or millimeters, and inches. All provide for zeroing the display at any point along the slide, allowing the same sort of differential measurements as with the dial caliper. Digital calipers may contain some sort of "reading hold" feature, allowing the reading of dimensions even in awkward locations where the display cannot be seen. Ordinary 6-in/150-mm digital calipers are made of stainless steel, have a rated accuracy of 0.001 in (0.02mm) and resolution of 0.0005 in (0.01 mm).[9] The same technology is used to make longer 8-in and 12-in calipers; the accuracy for bigger measurements declines to 0.001 in (0.03 mm) for 100–200 mm and 0.0015 in (0.04 mm) for 200–300 mm.[10]

Increasingly, digital calipers offer a serial data output to allow them to be interfaced with a dedicated recorder or a personal computer. The digital interface significantly decreases the time to make and record a series of measurements, and it also improves the reliability of the records. A suitable device to convert the serial data output to common computer interfaces such as RS-232, Universal Serial Bus, or wireless can be built or purchased. With such a converter, measurements can be directly entered into a spreadsheet, a statistical process control program, or similar software.

The serial digital output varies among manufacturers. Common options are

  • Mitutoyo's Digimatic interface. This is the dominant name brand interface. Format is 52 bits arranged as 13 nibbles.[11][12][13]
  • Sylvac interface. This is the common protocol for inexpensive, non-name brand, calipers. Format is 24 bit 90 kHz synchronous.[14][15]
  • Starrett[16]
  • Brown & Sharpe[16]
  • Federal
  • Tesa[16]
  • Aldi. Format is 7 BCD digits.[15]
  • Mahr (Digimatic, RS232C, Wireless FM Radio, Infrared and USB)[17]

Like dial calipers, the slide of a digital caliper can usually be locked using a lever or thumb-screw.

Some digital calipers contain a capacitive linear encoder. A pattern of bars is etched directly on the printed circuit board in the slider. Under the scale of the caliper another printed circuit board also contains an etched pattern of lines. The combination of these printed circuit boards forms two variable capacitors. The two capacitances are out of phase. As the slider moves the capacitance changes in a linear fashion and in a repeating pattern. The circuitry built into the slider counts the bars as the slider moves and does a linear interpolation based on the magnitudes of the capacitors to find the precise position of the slider. Other digital calipers contain an inductive linear encoder, which allows robust performance in the presence of contamination such as coolants.[18] Magnetic linear encoders are used in yet other digital calipers.

Micrometer caliper

Main article: Micrometer

A caliper using a calibrated screw for measurement, rather than a slide, is called an external micrometer caliper gauge, a micrometer caliper or, more often, simply a micrometer. (Sometimes the term caliper, referring to any other type in this article, is held in contradistinction to micrometer.)

Comparison

Each of the above types of calipers has its relative merits and faults.

Vernier calipers are rugged and have long lasting accuracy, are coolant proof, are not affected by magnetic fields, and are largely shock proof. They may have both centimeter and inch scales. However, vernier calipers require good eyesight or a magnifying glass to read and can be difficult to read from a distance or from awkward angles. It is relatively easy to misread the last digit. In production environments, reading vernier calipers all day long is error-prone and is annoying to the workers.

Dial calipers are comparatively easy to read, especially when seeking exact center by rocking and observing the needle movement. They can be set to 0 at any point for comparisons. They are usually fairly susceptible to shock damage. They are also very prone to getting dirt in the gears, which can cause accuracy problems.

Digital calipers switch easily between centimeter and inch systems.They can be set to 0 easily at any point with full count in either direction, and can take measurements even if the display is completely hidden, either by using a "hold" key, or by zeroing the display and closing the jaws, showing the correct measurement, but negative. They can be mechanically and electronically fragile. Most also require batteries, and do not resist coolant well. They are also only moderately shockproof, and can be vulnerable to dirt.

Calipers may read to a resolution of 0.01 mm or 0.0005 in, but accuracy may not be better than about ±0.02 mm or 0.001 in for 150 mm (6 in) calipers, and worse for longer ones.[19]

Use

Using the vernier caliper

A caliper must be properly applied against the part in order to take the desired measurement. For example, when measuring the thickness of a plate a vernier caliper must be held at right angles to the piece. Some practice may be needed to measure round or irregular objects correctly.

Accuracy of measurement when using a caliper is highly dependent on the skill of the operator. Regardless of type, a caliper's jaws must be forced into contact with the part being measured. As both part and caliper are always to some extent elastic, the amount of force used affects the indication. A consistent, firm touch is correct. Too much force results in an underindication as part and tool distort; too little force gives insufficient contact and an overindication. This is a greater problem with a caliper incorporating a wheel, which lends mechanical advantage. This is especially the case with digital calipers, calipers out of adjustment, or calipers with a poor quality beam.

Simple calipers are uncalibrated; the measurement taken must be compared against a scale. Whether the scale is part of the caliper or not, all analog calipers—verniers and dials—require good eyesight in order to achieve the highest precision. Digital calipers have the advantage in this area.

Calibrated calipers may be mishandled, leading to loss of zero. When a calipers' jaws are fully closed, it should, of course, indicate zero. If it does not, it must be recalibrated or repaired. A vernier caliper does not easily lose its calibration but a sharp impact or accidental damage to the measuring surface in the caliper jaw can be significant enough to displace zero.[20] Digital calipers have zero set buttons, for quick recalibration.

Vernier, dial and digital calipers can be used with accessories that extend their usefulness. Examples are a base that extends their usefulness as a depth gauge and a jaw attachment that allows measuring the center distance between holes. Since the 1970s a clever modification of the moveable jaw on the back side of any caliper allows for step or depth measurements in addition to external caliper measurements, in similar fashion to a universal micrometer (e.g., Starrett Mul-T-Anvil or Mitutoyo Uni-Mike).

Zero error

When the jaws are closed and if the reading is 0.10 mm, the zero error is referred to as +0.10 mm. The method to use a vernier scale or caliper with zero error is to use the formula "(actual reading) = (main scale) + (vernier scale) − (zero error)", thus the actual reading is 19.00 + 0.54 − (0.10) = 19.44 mm. The resolution of the measurement, based on the width of the smallest sub-interval, is ±0.02 mm.

The method to use a vernier scale or caliper with zero error is to use the formula "actual reading = main scale + vernier scale − (zero error)". Zero error may arise due to knocks that affect the calibration at 0.00 mm when the jaws are perfectly closed or just touching each other. Positive zero error refers to the fact that when the jaws of the vernier caliper are just closed, the reading is a positive reading away from the actual reading of 0.00 mm. If the reading is 0.10 mm, the zero error is referred to as +0.10 mm. Negative zero error refers to the fact that when the jaws of the vernier caliper are just closed, the reading is a negative reading away from the actual reading of 0.00 mm. If the reading is −0.08 mm, the zero error is referred to as −0.08 mm.

See also

References

  1. ^ Mensun Bound: The Giglio wreck: a wreck of the Archaic period (c. 600 BC) off the Tuscany island of Giglio, Hellenic Institute of Marine Archaeology, Athens 1991, pp. 27 and 31 (Fig. 65)
  2. ^ a b Roger B. Ulrich: Roman woodworking, Yale University Press, New Haven, Conn., 2007, ISBN 0-300-10341-7, p.52f.
  3. ^ "hand tool." Encyclopædia Britannica from Encyclopædia Britannica 2006 Ultimate Reference Suite DVD. [Accessed July 29, 2008]
  4. ^ Colin A. Ronan; Joseph Needham (24 June 1994). The Shorter Science and Civilisation in China: 4. Cambridge University Press. p. 36. ISBN 978-0-521-32995-8. adjustable outside caliper gauge... self-dated at AD 9. An abridged version.
  5. ^ "Archived copy". Archived from the original on 2014-08-31. Retrieved 2013-11-26. {{cite web}}: Unknown parameter |deadurl= ignored (|url-status= suggested) (help)CS1 maint: archived copy as title (link)
  6. ^ Joseph Wickham Roe, English and American tool builders (1916) p. 203
  7. ^ http://www.mackinmfg.com/ shows a picture of the calipers but does not support the RAM claim.
  8. ^ "Archived copy" (PDF). Archived from the original (PDF) on 2010-05-25. Retrieved 2010-06-25. {{cite web}}: Unknown parameter |deadurl= ignored (|url-status= suggested) (help)CS1 maint: archived copy as title (link)
  9. ^ 6 in Digital Caliper
  10. ^ "Archived copy". Archived from the original on 2007-07-26. Retrieved 2009-06-12. {{cite web}}: Unknown parameter |deadurl= ignored (|url-status= suggested) (help)CS1 maint: archived copy as title (link)
  11. ^ DRO System: Linear Scales & Counters (PDF), Mitutoyo, n.d., p. 22, Bulletin No. 1715, archived from the original (PDF) on 2013-11-03
  12. ^ Linear Gage (PDF), Mitutoyo, n.d., p. 33, Catalog No. E4174-542/572/575, archived from the original (PDF) on 2013-11-03
  13. ^ Lancaster, Don (February 2000), "Tech Musings" (PDF), Tech Musings, 145
  14. ^ Shumatech
  15. ^ a b Yadro archive-date=2013-12-09 archive-url=https://web.archive.org/web/20131209053512/http://yadro.de/digital-scale/protocol.html
  16. ^ a b c Lancaster, Don (November 1999), "Tech Musings" (PDF), Tech Musings, 142: 142.3
  17. ^ "New Mahr 2015 Catalogue". www.Cutwel.co.uk. Cutwel.
  18. ^ ABS Coolant Proof Caliper; Coolant Proof Micrometer (PDF), Mitutoyo, January 2005, Bulletin No. 1813-293/500, archived from the original (PDF) on 2013-11-03
  19. ^ Accuracy of calipers
  20. ^ Mitutoyo. E 12024 Check Points For Measuring Instruments. pp. 2, 3.
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