Professional Documents
Culture Documents
Metrology
Bob O’Brien
Dave Miller
NHCTC at Pease
Welcome to the Eggsentrix
Annual Stockholder’s Meeting!
Our mission: To meet or exceed our
customer’s expectations for highest
quality extra large eggs.
Al Bumen, CEO
Eggsentrix Inc.
The News
$
80 80
2005 2006
The Real Problem!
• Calibration of the balance scale!
• Over time, the measurements of an
instrument can become inaccurate. This
can be from
– Wear
– Misuse
– Aging of components
– Environmental changes
– Stuff happens!
What Should Be Done?
????
System approach
• Monitor/verify
• Periodic maintenance
• Periodic calibration
– Scheduling
– SOP
– Documentation
– QA
– Traceability
Who Can Perform Calibrations
• Instrument user
• Line supervisor
• Internal calibration team
• External calibration service
• Instrument manufacturer
• In all cases, proper training and
documentation are required
Calibration Periods
• Manufacturer-recommended calibration interval.
• Before a major critical measuring project.
• After a major critical measuring project.
• After an event. If your instrument took a hit
• Per requirements. Some measurement jobs
require calibrated, certified test equipment
• Monthly, quarterly, or semiannually.
• Annually.
• Biannually.
• Never.
PRINCIPLES OF A
CALIBRATION
MANAGEMENT
SYSTEM
Calibration Management
System (CMS)
•Essential elements:
●Trained personnel
●Instrumentation assessment
●Management
●Documentation
• Defines:
– What is required?
– Who is responsible?
– When does it need to be done?
– Why does it need to be done?
– How it is accomplished?
Important Definitions
• Calibration: The operations which assure that an
instrument readings are accurate referenced to
established standards.
• Validation: Proving that a system (equipment, procedure,
process, material) will yield expected results.
• Qualification: Assuring that equipment can produce
expected results.
• Instrument: A device which measures a parameter.
• Test Equipment: Devices used during the calibration of
instruments. These devices must be traceable to known
standards.
Requirements for a CMS
• Each instrument requires:
– Unique identification
– A recorded history and current calibration status
– Use appropriate for the function of the instrument
• Calibration procedures require
– Approved procedures for calibration
– Schedule for calibration
– Process range limits
• Calibration standards and test equipment
– Must be more accurate than the required accuracy of the
instrument (typically 4 times more accurate)
– Traceable back to national or international standards
• Personnel
– Proof of appropriate training
– Perform within an established change management process
Establishing a Calibration
Management System
• Criticality assessment
• Life cycle phases
– Project
– Pre-Operational
– Operational
• Training
• Change control
• Documentation
• Electronic Records
• Auditing
Criticality assessment
• Process owners, Engineering, and Quality
Assurance establish for all instruments
involved with the process and their
respective criticality
– Identification, range, accuracy, history,
capabilities
– Criticality and calibration rationale
– Categorization (product critical, process
critical, safety critical, non critical)
– Schedule for calibration service
Life cycle phases
• Project: definines instruments to measure
process variables. Ensure proper selection of
instrumentation and procedures.
• Pre-Operational: ensures transfer of calibration
data and historical information to the operational
phase. SOPs established.
• Operational: calibration, cleaning,
decontamination, and documentation of the
process instrumentation.
Training
• Ensure that all personnel involved with
calibration are properly trained
• Training records must be maintained
– Personnel and identification records
– Future training needs
– Qualification records
– Experience records
– Competence records
– Courses and presentations
– certificates
Change Control
• Updates and refinements User requests change
of the calibration system
must be done in a Engineering defines detail
methodical and
documented manner QA approves change
• The changes must be
evaluated and approved by Change maker
documents change
all stakeholders including
users, Engineering, Quality Process
Assurance, and Process Owner/Engineering/QA
Owner. signs-off change &
document archived
Documentation
• Documentation standards must be
followed:
– Master document file
– Approval procedures
– Change procedures
– Version control
– Distribution control
– Assure only current documents are deployed
Electronic Records
• Management of electronic records for
“paperless” calibration operations
• FDA 21 CFR Part 11 standard for
electronic records, electronic signatures,
and time stamps
• Key concepts: validation, audit trail, copies
of records, record retention
Auditing
• Periodic audits assure that the calibration
plan is being followed
• Provides an opportunity to implement
corrective action
• Formal audit report documents audit
process
Calibration Management Software
• Commercial software packages are available to:
– Automate calibration management tasks
– Assure compliance with standards organizations
– Comply with FDA 21 CFR Part 11 electronic
signatures
– Maintain documentation and instrument records
– Trace standards used in calibration
– Track changes with audit trail
– Support “paperless” calibration management
– Generate reports
EXAMPLE
CALIBRATION
MANAGEMENT
SYSTEM
Calibration Management
Technician
• Responsible for responding to calibration
needs
• Perform calibration procedures
• Document calibration operations
• Handle out-of-calibration conditions
• Perform TQM tasks
Example of a Traceability
Certification
Example Calibration Work Form
Equipment Log Book
Example Calibration SOP
Example Calibration Label
STANDARDS
ORGANIZATIONS
Standards Organizations
• ISO - International Origination for Standardization
• ANSI - American National Standards Institute
• NIST - National Institute for Standards and Technology
• ASTM - American Society for Testing and Materials
• CLSI (formerly NCCLS) - Clinical and Laboratory
Standards Institute
• US EPA – US Environmental Protection Agency
• AOAC - Association of Analytical Communities
• UPC - United States Pharmacopeia
ISO
• ISO International Origination for Standardization:
worldwide federation of national standards
bodies from 156 different countries that
promotes the development of standards and
related activities in the world with a view to
facilitating the international exchange of goods
and services.
• Developing by consensus international
standards including the ISO 9000 quality series
Publishing and updating the SI metric systems of
units.
ANSI
• ANSI the American National Standards
Institute : administrator and coordinator of
the united States private sector voluntary
standardization system. ANSI does not
itself develop American National
Standards : rather it facilities their
development by establishing consensus
among qualified groups . ANSI is the sole
U.S representatives to ISO.
NIST
• NIST the National Institute for Standards
and Technology : A U.S. federal agency
that works with industry and government
to advance measurement science and
development standards. Examples of
measurement –related services provided
by NIST.
ASTM
• ASTM, the American Society for Testing
and Materials : coordinates efforts by
manufacturers , consumers , and
representatives of government and
academia to develop by consensus
standards of materials , products,
systems, and services. Examples of
measurement –related services provided
by ASTM are:
CLSI
• CLSI: (formerly NCCLS) :The Clinical and
Laboratory Standards Institute (CLSI) is a global,
nonprofit, standards-developing organization
that promotes the development and use of
voluntary consensus standards and guidelines
within the healthcare community.
• Recognized worldwide for the application of a
unique consensus process.
• CLSI is based on the principle that consensus is
an efficient and cost-effective way to improve
patient testing and services.
U.S. EPA
• EPA employs 18,000 people across the country,
including our headquarters offices in
Washington, DC, 10 regional offices, and more
than a dozen labs. Our staff are highly educated
and technically trained; more than half are
engineers, scientists, and policy analysts. In
addition, a large number of employees are legal,
public affairs, financial, information management
and computer specialists. EPA is led by the
Administrator, who is appointed by the President
of the United States.
AOAC
• As the "Association of Analytical Communities,"
AOAC INTERNATIONAL is committed to be a
proactive, worldwide provider and facilitator in
the development, use, and harmonization of
validated analytical methods and laboratory
quality assurance programs and services. AOAC
also serves as the primary resource for timely
knowledge exchange, networking, and high-
quality laboratory information for its members.
AOAC International Checklist
• Do you have an independent quality assurance
department? Is your lab accredited with any
organization? If so, which one(s)? Do you follow any
published standard of good laboratory practices?
• What information can I provide that will be helpful in the
analysis of my product?
• Will any of the sample testing be outsourced to another
lab?
• Please describe how you handle samples from the time
of receipt, through lab analysis, report issuance, and
data archiving.
• Do you have written procedures and schedules for
instrument and equipment maintenance and calibration?
If so, how can you substantiate this?
AOAC International Checklist
• Do written valid test methods exist for the sample
analysis? How do you assure that the test result(s) is
both accurate and precise?
• How much experience does your lab, and the analyst
working on the sample, have in dealing with this analyte
and matrix?
• Do you record raw data in bound books (laboratory
notebooks) or in other laboratory information systems? Is
there a way to track a final report to the original raw
data? What is the time period for retaining raw data and
will you provide such data upon request?
• Based on your experience with this test/matrix and the
current lab workload, do you anticipate on-time delivery
of the results?
• What policies and procedures do you follow to assure
that those results are valid?
USP
• The United States
Pharmacopeia–National
Formulary (USP–NF) is a
book of public
pharmacopeial standards.
It contains standards for
medicines, dosage forms,
drug substances,
excipients, medical
devices, and dietary
supplements.
References
• ISPE “GAMP Good Practice Guide, Calibration
Management”
• “Rules and Guidance for Pharmaceutical Manufacturers
and Distributors,” MCA, 1997
• US Code of Federal Regulations, Title 21, Food and
Drugs
– 21 CFR Part 211 – “Current Good Manufacturing Practice for
Finished Pharmaceuticals”
– 21 CFR Part 11 – “Electronic Records, Electronic Signatures”
• Federal Standard 209E, “Airborne Particulate
Cleanliness Classes in Clean Rooms and Clean Zones,”
1992, Institute of Environmental Science
Kaye SOP for valprobe system
Kaye Validation/ Calibration
Equipment Supplier
CALIBRATION
PHYSICS AND
INSTRUMENTS
Calibration physics and Example
Instruments
• Temperature • Aseptic
• Pressure • Fluid flow
• Weight/mass • Humidity
• pH • Optical
• RPM • Time
• Electrical • Volume
The buzz words (1)
• Data : Raw figures that are gathered
• Information: knowledge that is extracted from data
• Qualitative: data that is purely descriptive
• Quantitative: magnitude or intensity of a physical phenomenon
• Empirical data: values recorded directly from an experiment or
observation
• Processed data that has been analyzed
• Analysis is the process of explaining results
• Error is the difference between the true or best to be accurate if the
error is small
• Systematic: consistently appear in measurement in the same
direction factors to look at : contaminated solution, malfunctioning
instrument, and environmental inconsistencies.
• Random: tend to vary in both directions from the true value,
extremely or impossible to find and eliminate .
The buzz words (2)
• Gross errors : human mistakes
• Accuracy refers to the comparison of the measured and accepted ,
or true value
• Precision is a measure of the repeatability of a series of data points
taken in the measure of some quantity, both resolution and stability
• Stability freedom form random variations in the results
• Repeatability is the precision of measurements made under uniform
conditions repeated in successions..
• Reproducibility is the precision of measurements made under non-
uniformed conditions , such as different locations.
• Performance verification : is a process of checking that an
instrument is performing properly.
• Validation( instrument): is a comprehensive set of test done before
an instrument is put into service that demonstrate that it will work
within specified parameters and in the conditions under which it will
operate.
• Preventative maintence: is a program of scheduled inspections of
instruments and the equipment that leads to minor adjustments and
ensures that proper function of equipment or instruments.
Measurement
• If a parameter is not Simplified Measurement System
measured, it cannot be
Physical
controlled Transducer Quantity
• Measurement: is the
process of association a Transmission path
number with a quantity by Conditioning
Signal
comparing the quantity to
a standard.
• Characterized by the Processing Signal
sensitivity, dynamic
range, and resolution of
the measurement. Displayed Information
interpretable by human or computer
Statistics
° F = 1.8° C + 32
° K = ° C + 273
° C = 1.8 ° F - 32
Measurement of Temperature
• In industrial process controlled applications ,
temperature is one of the most frequency
controlled and measure variable in
biotechnology.
• Transducers fall into two categories a direct
connected or inserted into the body to be
measured is a thermometer.
• If the temperature is measured by observing the
body to be measure through indirect contact is a
pyrometer, by radiant heat or sensing the optical
properties of the body.
Transducers/ RTD
• Calibration record: is the data taken during calibration.
• Calibration curve is a line of connecting data points for a
particular transducer.
• Static calibration: a calibration in which the transducer
is allowed to settle to a fixed value.
• Dynamic calibration: is often a comparison of the
transducer that is being calibrated and that of a know
reference transducer.
• Step-function response test: a rapid change is
introduced 10%-90% of transducer range. The time it
takes for the transducer to settle to new measured value
is a measurement of the response time.
•
Thermocouples
• A thermocouple junction is created when two dissimilar metal wires
are joined at one end. When the junction is heated , a small
thermionic voltage that is directly proportional to the temperature
appears between the wires.
• Type J thermocouples containing iron are relatively inexpensive but
limited range.
• Type R and S thermocouples are (platinum-rhodium) are particularly
stable .
• Type E thermocouple has advantages for measurement of low
temperatures but has a high non0linerarange.
• Type –w (tungsten-rhenium) thermocouples are suited for very high
temperatures.
• Exposed-junction thermocouples are prone to corrosion and are
fragile, to help prevent these problems probes are sheathed probes
are made in metal or ceramic.
Thermocouple Meter
Digi-Sense* DuaLogR* Thermocouple Meters
Microprocessor-controlled TDS or
conductivity testers offer field durability, plus
±1% full-scale accuracy
Automatic temperature compensation over
the entire 0° to 50°C (32° to 122°F) range for
quick response, even in fluctuating
temperatures
Unique electrode sensor-cup design allows
use as a conventional dip-style tester or as a
cup-style tester
Calibrate using the one-point, push-button
calibration feature
Environmental chamber
Barnstead/Thermolyne Lab-Line Environmental Chambers
Cuvette
containing
sample
Spectrophotometer
Spectronic 20+/20D+ Spectrophotometers
Gilson Pipetman P