CSM Measurement Modules User Guide

CSMcalibrate
Quickstart Guide

Measurement Modules

CSMcalibrate – Copyright

Copyright
All concepts and procedures introduced in this document are intellectual properties of CSM GmbH.
Copying or usage by third parties without written permission of CSM GmbH is strictly prohibited.
This document is subject to change without notice!
Trademarks
All trademarks mentioned in this document are properties of their respective owners.
EtherCAT® is a registered trademark and patented technology, licensed by Beckhoff Automation GmbH, Germany.
Product disposal/recycling
If this symbol (crossed-out wheeled bin) appears on the device, this means that the European Directive 2012/19/EU applies to this device.
The correct disposal of old equipment will protect the environment and people from possible negative consequences.
Become familiar with local regulations for separate collection of electrical and electronic equipment.
Follow local regulations and do not dispose of old equipment with household waste.
Contact information
CSM offers support for its products over the entire product life cycle. Updates for the individual components (e.g. documentation, configuration software and firmware) are made available on the CSM website. To keep up to date, it is therefore recommended that you check the download area of the CSM website for updates at least once a month.

Calibrating CSM Measurement Modules

CSMcalibrate is a calibration software for the automated handling of calibration processes for CSM measurement modules. The software also provides the option of documenting calibration processes and organizing calibration and device data.
1.1 Which measurement modules can be calibrated?

LV measurement modules	HV measurement modules
AD CAN MM Series	HV AD CAN MM Series HV AD CAN TBM Series
AD ECAT MM Series	HV AD ECAT MM Series HV AD XCP MM Series
CNT CAN MM Series
PT CAN MM Series	HV PT2 MM HV PT8 TBM
TH CAN MM Series (Type K, Type T and Type J)	HV TH CAN MM Series HV TH CAN TBM Series

Tab.1-1: CSM measurement modules which can be calibrated

1.2 Which calibrators are supported?
Burster Digistant 4462
Burster Digistant 4463
Fluke 5500A
Fluke 5502E
Fluke 5522A

1.3 Components for setting up a calibration station
A calibration station for the calibration of the CAN and ECAT measurement modules listed in
Tab. 1-1 consists of the following components:

a PC on which CSMcalibrate (plus license dongle) and the drivers for the interface in use are installed
a power supply unit for providing the CSM measurement module to be calibrated (DUT) with power
a calibrator (→chapter 1.2)
a Calib Adapter1 (AD CAN/ECAT, HV AD CAN/ECAT, CNT CAN, PT CAN and HV PT CAN) or a cable whip (TH modules and HV AD XW modules)
a USB-C cable for connecting the Calib adapter to the PC (AD, CNT and PT modules)
a serial data cable for connecting the calibrator to the PC
a CAN interface or an XCP-Gateway plus ECAT connecting cable to connect the DUT to the PC and the power supply
a CAN or ECAT interface cable (e.g. K176 (CAN) or K420 (ECAT))
a CAN termination resistor (if required)

1 A Calib Adapter is a module for distributing the test signals from the calibrator to the measurement inputs of the DUT.
The Calib Adapter is available in two versions: “Calib Adapter AD/CNT” and “Calib Adapter PT”.

1.4 Calibration setups for CSM CAN and ECAT measurement modules
The calibration setups described in the following chapters are example setups. Components such as the CAN interface cable K176 with integrated termination resistor or the CAN interface VN 1610 are used as examples. There are alternative CSM interface cables and CAN interfaces that can be used instead for the calibration setups.
1 4 1 Calibration setup for AD CAN measurement modules

Connect the interface cable K176 ③ with the DUT ④.
Connect the opposite end of the interface cable K176 ③ to the CAN interface ②.
Connect the CAN Interface ② to the PC ①.
Connect the signal cables (Calib Signal Cable) ⑥ for the transmission of the calibration signals.
Insert the signal cables ⑥ into the measurement inputs of the DUT ④.
Then connect the opposite ends of the signal cables ⑥ to the corresponding signal outputs of the Calib Adapter AD/CNT ⑦.
Connect the Calib Adapter AD/CNT ⑦ to the PC ① using the Calib Connection Cable Adapter ⑤.
Connect the signal input of the Calib Adapter AD/CNT ⑦ to the calibrator ⑨ using the Calib Connection Cable AD ⑧.
Connect the calibrator ⑨ to the PC ① using a serial data cable ⑪.
Connect the banana plugs of the interface cable K176 ③ to the power supply ⑩.

1 4 2 Calibration setup for AD ECAT measurement modules
The calibration setup for AD ECAT measurement modules is very similar to the setup for calibrating AD CAN measurement modules. The layout for AD ECAT measurement modules differs in the following details:

The CAN interface is replaced by an XCP-Gateway ③.
The interface cable K176 is replaced by the following cables:
a K400 connection cable ④ for connecting the DUT ⑤ to the XCP-Gateway ③
  a K420 interface cable ② for connecting the XCP-Gateway ③ to the PC ① and the power supply ⑫

Connect the interface cable K400 ④ with the DUT ⑤.
Connect the opposite end of the K400 connection cable ④ to the XCP-Gateway ③.
Connect the XCP-Gateway ③ to the PC ① using the K420 interface cable ②.
Connect the signal cables (Calib Signal Cable) ⑦ for the transmission of the calibration signals.
Insert the signal cables ⑦ into the measurement inputs of the DUT ⑤.
Then connect the opposite ends of the signal cables ⑦ to the corresponding signal outputs of the Calib Adapter AD/CNT ⑧.
Connect the Calib Adapter AD/CNT ⑧ to the PC ① using the Calib Connection Cable Adapter ⑥.
Connect the signal input of the Calib Adapter AD/CNT ⑧ to the calibrator ⑩ using the Calib Connection Cable AD ⑨.
Connect the calibrator ⑩ to the PC ① using a serial data cable ⑪.
Connect the banana plugs of the interface cable K420 ③ to the power supply ⑫.

1 4 3 Calibration station setup for CNT CAN measurement modules

Connect the interface cable K176 ③ with the DUT ④.
Connect the opposite end of the interface cable K176 ③ to the CAN interface ②.
Connect the CAN Interface ② to the PC ①.
Connect the signal cables (Calib Signal Cable) ⑥ for the transmission of the calibration signals.
Insert the signal cables ⑥ into the measurement inputs of the DUT ④.
Then connect the opposite ends of the signal cables ⑥ to the corresponding signal outputs of the Calib Adapter AD/CNT ⑦.
Connect the Calib Adapter AD/CNT ⑦ to the PC ① using the Calib Connection Cable Adapter ⑤.
Connect the signal input of the Calib Adapter AD/CNT ⑦ to the calibrator ⑨ using the Calib Connection Cable AD ⑧.
Connect the calibrator ⑨ to the PC ① using a serial data cable ⑪.
Connect the banana plugs of the interface cable K176 ③ to the power supply ⑩.

1 4 4 Calibration setup for PT CAN measurement modules

Connect the interface cable K176 ③ with the DUT ④.
Connect the opposite end of the interface cable K176 ③ to the CAN interface ②.
Connect the CAN Interface ② to the PC ①.
Connect the signal cables (Calib Signal Cable) ⑥ for the transmission of the calibration signals.
Insert the signal cables ⑥ into the measurement inputs of the DUT ④.
Then connect the opposite ends of the signal cables ⑥ to the corresponding signal outputs of the Calib Adapter PT ⑦.
Connect the Calib Adapter PT ⑦ to the PC ① using the Calib Connection Cable Adapter ⑤.
Connect the signal input of the Calib Adapter PT ⑦ to the calibrator ⑨ using the Calib Connection Cable PT ⑧.
Connect the calibrator ⑨ to the PC ① using a serial data cable ⑪.
Connect the banana plugs of the interface cable K176 ③ to the power supply ⑩.

1 4 5 Calibration setup for TH CAN measurement modules

Connect the interface cable K176 ③ with the DUT ④.
Connect the opposite end of the interface cable K176 ③ to the CAN interface ②.
Connect the CAN Interface ② to the PC ①.
  Connect the cable whip ⑤ for the transmission of the calibration signals.
Insert the signal cables of the cable whip ⑤ into the measurement inputs of the DUT ④.
Connect the opposite end of the cable whip ⑤ to the calibrator ⑥.
Connect the calibrator ⑥ to the PC ① using a serial data cable ⑧.
Connect the banana plugs of the interface cable K176 ③ to the power supply ⑦.

NOTE!
For some calibrators, such as the Burster Digistant 4462, a reference junction (adapter) for thermocouples is required in order to connect a cable whip.

1.5 Calibrating an AD CAN measurement module
This chapter describes the calibration of an AD CAN measurement module, including a check of the sensor supply.
Some AD and HV AD (LV) measurement modules provide a sensor supply.
For these modules, the sensor supply can also be checked during the calibration process. To check the sensor supply for these measurement modules, the corresponding option has to be enabled in the Calibration setup menu.
→ Chapter 2.3.2.4 „Calibration setup“
  Start CSMcalibrate.
⇨ The start screen opens.

Click on New calibration.
⇨ The window Article number opens.

  Enter the article number of the DUT in the Article number field and confirm with OK.2
⇨ The Workflow overview window opens.

2 If the DUT has been calibrated before, the article number will be displayed automatically and only needs to be confirmed by clicking OK.

If there is more than one measurement module available, the Select module is displayed, listing all the measurement modules integrated in the calibration setup. The device to be tested has to be selected from this list.
To check the sensor supply, the test option has to be enabled in the Options section (switch set to Check sensor supply). This option is only available if the Sensor supply option has been enabled in the Calibration setup section.
→ Chapter 2.3.2.4 „Calibration setup“
  Check the details displayed in the sections Workflow overview, then click Next (Fig. 1-9).
⇨ The start screen for the calibration process opens.
⇨ The calibration process will be started.

  The DUT section provides the details on the device under test (HW revision, FW revision and the date of the last calibration).
Section Calibration info displays the number that was automatically assigned to the calibration process. This number will also be used for the calibration protocol.
The calibrator used for the calibration process and any other test equipment is displayed in section Test equipment. 3
The green process bar in the Overview | Calibration section indicates the progress of the calibration process.

⇨ If the green process bar indicates “100%”, the calibration process has been completed. If all calibration points are within the tolerance range, the calibration process has been successfully completed. In the Result line, this is indicated by a green symbol for each calibrated channel.

⇨ After a successful completion of the calibration process, the sensor supply check will start automatically.
3 Changes to the setup of the calibration or the selection of the test equipment can be made in section Settings | Workspace | Calibration setup or Test equipment. Administrator rights are required to access these settings. See chapter 2.3 “Account”.

⇨ If the green process bar in section Overview | Sensor supply shows “100%”, the verification process has been completed. If the test was successfully completed, this is indicated in the Result line with a green symbol for each channel tested.

1 5 1 Information on calibration process and sensor supply test
The Details: Calibration tab contains detailed information on the calibration process.

The Details: Sensor supply tab contains detailed information on the sensor supply test.

1 5 2 Finalize the calibration and testing process and create the calibration certificate
  To complete the process, click on Accept (Fig. 1-16) in the Testing device section to create the calibration protocol.
⇨ The Customization form opens.

  Enter the name of the person responsible for the calibration under Person in charge.
This is a mandatory field, i.e. a name must be entered in the field in order to continue.
  Click on Confirm.
⇨ The calibration certificate will be processed.

⇨ By default, the completed calibration protocol automatically opens in a separate window.4

  Click on OK to close the calibration protocol.
The CSMcalibrate start screen (Fig. 1-6) opens again.
4 Calibration protocols are created by default as PDF files. To be able to open calibration protocols, a program such as the Adobe Acrobat Reader is required on the PC.

Program Menu

2.1 Calibration

Start calls up the New Calibration button. The New Calibration button is automatically displayed after launching the program (Fig. 1-3).
Example of application for the Start option
  Use the Start option to go directly to the New Calibration button from any menu (e.g. Workspace | Test Equipment or Workspace | Calibration setup).
2.2 Manage Test Equipment

NOTE!
Administrator rights are required to access the contents of the Manage Test Equipment menu.
→ Chapter 2.4 „Account“

2 2 1 Create
The table in the Create menu provides a list of the currently available test equipment (calibrators). The table also contains various information on the status of the test equipment (calibration date, next calibration date, etc.).

It is also possible to add additional test equipment to the table and to edit existing test equipment entries.
2 2 1 1 Adding new test equipment
Go to the header of the Test equipment overview table (Fig. 2-3) and click on .
⇨ The New test equipment form opens.

  Fill in the form and click on OK to confirm the new entry.
2 2 1 2 Editing entries of existing test equipment
Mark the row of the test equipment in the table to be edited (e.g. Fluke 5500A).
Click on the symbol in the header.
⇨ The Edit test equipment form opens.
Edit the form and confirm changes by clicking OK.

2 2 2 Manage
The table provides an overview on the status of the test equipment which is currently available (validity of the calibration of the test equipment, due dates for calibration, etc.).

This table also provides the option to assign new calibration certificates to the calibrators and to call up current calibration certificates.

2 2 2 1 Entering calibration certificate data for a calibrator
Go to the table row of the calibrator (e.g. Fluke 5500A) to which you need to assign a calibration certificate and click on .
⇨ The Calibration certificate page opens.
  The Test equipment section provides details on the test equipment (calibrator).
  Details on the test equipment’s calibration status can be found in the Information section.
  The data for the new calibration certificate is entered in the Calibration certificate section.

  Enter the required data:
Enter the number of the new calibration certificate into the field Calibration certificate number.
  Indicate in the Issuer section whether the calibrator was calibrated internally or externally.
Select the type of calibration (e.g. “Accredited calibration”) from the Calibration type selection menu.
Enter the date of issue shown on the calibration certificate in the Calibration date field.
Finally, click on Save in the lower right section of the window (Fig. 2-6).

2 2 2 2 View calibration certificate
  Open the table section of the required calibrator by clicking on .
⇨ The table is expanded and the Calibration certificates submenu is displayed.

Click on the symbol in the Actions column.
⇨ The Calibration certificates page with the data of the currently stored calibration certificate opens.

2.3 Settings

NOTE!
Administrator rights are required to access the contents of the Settings menu.
→ Chapter 2.4 „Account“

Saving changes

NOTE!
Any changes made must be saved in the same menu. If changes are not saved, a message will be displayed when leaving the menu, reminding the user that changes will be lost if they are not saved.
On each page of the Settings menu, there are buttons in the header to save or discard the changes made, or to restore the default settings.

2 3 1 Customization
The Customization menu is divided into the sections Output, Header, Title page and Remarks.
2 3 1 1 Output

Output directory: Customizable storage location for the calibration protocols
File name: Options for naming the calibration protocols
Custom text: This option can be used to add further information to the file name of the calibration certificate. The Custom text switch in the File name section has to be enabled in to use this option.
Protocol preview: After a calibration process has been successfully completed, the corresponding calibration protocol opens automatically. Switch of the Protocol preview to disable the automatic opening of the calibration certificate.
2 3 1 2 Header

Logo: This is where you can specify the path for the logo (company logo) to be displayed in the calibration protocol. Image data in the formats *.jpeg, *.jpg and *.svg can be used.
Company: Name/designation of the company issuing the calibration protocols
Department: e.g. name of the department responsible for the calibrations
Custom lines: additional comments (e.g. company address)

2 3 1 3 Title page

Protocol title: Title of the document (calibration protocol) in the main and secondary languages (e.g. German and English); the standard texts are “Kalibrierschein” and “Calibration certificate”.
  Properties: This is where customer-specific properties can be entered that have to be included in the calibration certificate.
Approval: This is where the name of the person can be entered who will release the calibration certificates.

2 3 1 4 Remarks 

  Notes on the calibration protocol in the main and secondary language

2 3 2 Workspace
2 3 2 1 Environment

The Environment menu provides the option to specify the ambient temperature (Temperature) and relative humidity (rel. air humidity) for the calibration site. The Polling interval specifies the interval at which the values for temperature and relative humidity are retrieved.
The Monitoring option is by default disabled.
2 3 2 2 Test equipment
The Test equipment submenu provides the means to verify the connections of calibrators and other test equipment to the PC on which the calibration software is installed. It is also possible to specify the connection parameters for the calibrators.

2 3 2 3 Interfaces
The interfaces connected to the PC in the calibration setup are listed in the Interfaces section.

If further interfaces are added to an existing calibration setup, the list of connected interfaces can be updated by clicking on the Reload interfaces button (Fig. 2-16).

Fig. 2-17 shows a selection of interfaces integrated into a calibration setup:
Kvaser Leaf Light HS (CAN, 1 channel)
  Vector VN1610 (CAN, 2 channels)
  XCP-Gateway
If two or more CAN interfaces or CAN interfaces with more than one channel are available in the Interfaces section, it is possible to specify individual settings for each interface/interface channel. To do so, the position of the switch of the relevant CAN interface (Fig. 2-17, ①) has to be changed from Default settings to Individual settings. Fig. 2-18 shows the switch in position Individual settings with the interface- and channel-specific setting options.

An XCP-Gateway does not provide any customization options.
The interface settings used for the calibration process are specified in section CAN Default Settings (Fig. 2-16). This drop-down menu CAN interface library provides the options “CSM interface library” and “BOA (INCA 7.x)”. The interface libraries are identical to those available in CSMconfig. The change of the CAN interface library only takes effect after the program is restarted.
2 3 2 4 Calibration setup
The test equipment that is used for calibrating the devices is specified in the Calibration setup menu.

If more than one calibrator is available, the required calibrator can be selected directly from the selection menu Calibrator to be used (Fig. 2-19, ①). Alternatively, the option “Automatic selection” can be chosen.
Depending on the type of module, which has to be calibrated, the Connection type (Fig. 2-19, ②) menu provides the following options:
AD/HV AD (LV): CSM Calib Adapter AD/CNT or cable whip
HV AD (HV): cable whip
CNTMM: CSM Calib Adapter AD/CNT
PT/HVPT: CSM Calib Adapter PT
  TH/HV TH: cable whip

For the measurement module types AD/HV AD (LV), it is also possible to test the sensor supply of the test object after the calibration process has been completed. To do so, the option Sensor supply (Fig. 2-19, ③) has to be enabled.
2 3 2 5 Assessment
CSMcalibrate calibrates the devices under test according to the manufacturer’s tolerances.
The tolerance values (in percent) refer to the maximum error according to the manufacturer’s specifications.

In the Assessment| Tolerances section, the limits recommended by CSM are set by default for each type of module. Alternatively, it is possible to specify user-specific tolerance ranges for each type of module.
Displaying and changing tolerance values
Left-click on the corresponding black slider and keep the mouse button pressed.
⇨ The current tolerance value will be displayed.

To change a tolerance value, press and hold the mouse button, move the black slider to the new position and release the mouse button.
If the left and right sliders are moved up until they overlap, the “conditionally OK” (orange) area is faded out. Only the areas “OK” (green) and “not OK” (red) are displayed.

2.4 Account
Administrator rights are required in order to make changes in the menus Manage Test Equipment and Settings. User rights can be changed in the Account menu.
Select the Account option in the menu.
⇨ The Account menu will be displayed.

Select the “Admin” option in the User menu.

Log-in as administrator.
⇨ The option of the menus Manage Test Equipment (ch. 2.2) and Settings (ch. 2.3) are now fully accessible.

2.5 Help
The Help menu contains entries with information on the software license, program version and database update.
2 5 1 License
This menu contains information on the currently installed CSMcalibrate license and options for updating the license.

Export License Info exports details of the currently installed license to a file with the extension *.lif.
Use Import License Update to import a new license file (*.clu) with updated license data.
2 5 2 About
This submenu contains information on the current versions of the program and the database.

  Version: Software version number
  Format/Version: Version number of database format/version number of database contents
Licensed to: Licensee’s name
Release notes: Link to the release notes of the current software version
Quickstart Guide: Link to the CSMcalibrate quickstart guide

2 5 3 Update
The Database update menu provides options to import database files (*.dbu) containing updated hardware and firmware information.
Current versions displays the version numbers of the current database design (Format) and database version (Version).

Select the database file (*.dbu).
Then click the Execute button to import the database file.

Database backup
When installing a new version of CSMcalibrate, there is a risk that data stored in the existing database (data generated when calibrating measurement modules, as well as customer specific data) will be overwritten.

NOTE!
To avoid a potential loss of data, we recommend creating a backup copy of the current database. By default, the database file is located in the following directory:
C:\Users\Public\Documents\CSM GmbH\CSMcalibrate\Database
When installing a new version of CSMcalibrate, the following message will be displayed as the installation process is running.

NOTE!
If the existing database file is overwritten, this will also overwrite any calibration data and customer-specific information that has been saved in the existing database file!
Select Keep the existing file to keep the contents of the existing database.

Appendix

CSM GmbH Headquarters (Germany)
Raiffeisenstr. 36 • 70794 Filderstadt
+49 711 77 96 40 sales@csm.de
CSM Office Southern Europe (France, Italy)
ArchParc • Immeuble ABC 1 • Entrée A
60, rue Douglas Engelbart • 74160 Archamps, France
+33 4 50 95 86 44 info@csm-produits.fr
CSM Products, Inc. USA (USA, Canada, Mexico)
1920 Opdyke Court, Suite 200 • Auburn Hills, MI 48326
+1 248 836 4995 sales@csmproductsinc.com

CSM GmbH Germany is certifi ed.
CSM (RoW)
Vector Informatik (China, Japan, Korea, India, Great Britain)
ECM AB (Sweden)
DATRON-TECHNOLOGY (Slovakia, Czech Republic) Our partners guarantee you worldwide availability.
Feel free to contact us.

www.tuv-sud.com/ms-cert
All trademarks mentioned are property of their respective owners.
Specifi cations are subject to change without notice.
CANopen® and CiA® are registered community trademarks of CAN in Automation e. V.
EtherCAT® is registered trademark and patented technology, licensed by Beckhoff
Automation GmbH, Germany.