EXFO IQS-12002B User Manual
R&D AND MANUFACTURING
CALIBRATION SYSTEM
IQS-12002B
USER GUIDE
Copyright © 2006– EXFO Electro-Optical Engineering Inc. All rights
reserved. No part of this publication may be reproduced, stored in a
retrieval system or transmitted in any form, be it electronically,
mechanically, or by any other means such as photocopying, recording or
otherwise, without the prior written permission of EXFO Electro-Optical
Engineering Inc. (EXFO).
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However, no responsibility is assumed by EXFO for its use nor for any
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its use. No license is granted by implication or otherwise under any patent
rights of EXFO.
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Atlantic Treaty Organization (NATO) is 0L8C3.
The information contained in this publication is subject to change without
notice.
Trademarks
EXFO’s trademarks have been identified as such. However, the presence
or absence of such identification does not affect the legal status of any
trademark.
Units of Measurement
Units of measurement in this publication conform to SI standards and
practices.
Version number: 1.0.1.4
ii IQS-12002B
Contents
Contents
1 Introducing the IQS-12002B Calibration System ........................................ 1
Calibration and Verification: Assessing Conformity .................................................................3
System Overview ....................................................................................................................9
Conventions ..........................................................................................................................10
2 Getting Started with Your Calibration System ......................................... 11
Inserting and Removing Test Modules .................................................................................11
Installing Hardware Components .........................................................................................15
Starting and Exiting the Calibration System Application .......................................................16
Reinstalling or Upgrading the IQS-12002B Calibration System Application ..........................18
3 Setting Up Your Calibration System .......................................................... 19
Configuring Areas Specific for Instruments ...........................................................................19
Configuring Access Levels and Passwords .............................................................................20
Configuring the Due-for-Calibration Reminder .....................................................................22
Activating or Deactivating the Warmup Confirmation ..........................................................23
Configuring Main Window Appearance ................................................................................24
4 Operating Your Calibration System .......................................................... 25
Installing the EXFO Universal Interface (EUI) .........................................................................25
Cleaning and Connecting Optical Fibers ...............................................................................26
Viewing the Required Instruments ........................................................................................27
Launching a Manual Warmup ...............................................................................................28
Locating IQS Modules ...........................................................................................................28
Performing a Test ..................................................................................................................29
Printing or Exporting Results ................................................................................................37
Printing Reports ....................................................................................................................39
5 Troubleshooting ......................................................................................... 43
Solving Common Problems ...................................................................................................43
Finding Information on the EXFO Web Site ..........................................................................44
Contacting the Technical Support Group ..............................................................................45
Transportation ......................................................................................................................46
6 Maintenance ............................................................................................... 47
Cleaning EUI Connectors ......................................................................................................48
Cleaning Fixed Connectors ....................................................................................................50
Cleaning Detector Ports ........................................................................................................52
Cleaning the FOA Connector Adapter ...................................................................................53
Using a Standard after Recalibration ....................................................................................54
Calibration System iii
Contents
A Calibration Methods ...................................................................................57
Power Meter .........................................................................................................................57
FTB-7000D and FTB-7000B-B OTDR Modules ........................................................................68
B Configuring the FTB-7000D OTDR on the IQS-12002B ...............................79
Creating the GP-121311: 4.4-km Fiber Spool as a Calibration Instrument ............................81
Creating the GP-121317: 17.6-km Fiber Spool as a Calibration Instrument ..........................83
Creating the IQS-3100BW Variable Attenuator as a Calibration Instrument ..........................84
Creating the GP-121723: 50-m Launch Fiber as a Calibration Instrument .............................86
Creating the GP-121392: Distance Reference Standard ........................................................89
Creating the GP-121310: Calibration Instrument for Singlemode, Front-Connector Position
(UPC Connectors) ............................................................................................................92
Creating the GP-120963: Singlemode Dead-Zone Calibration Instrument ............................95
Creating the GP-121310: Calibration Instrument for Singlemode, Front-Connector Position
(APC Connectors) ............................................................................................................98
Index ...............................................................................................................101
iv IQS-12002B
1 Introducing the IQS-12002B
Calibration System
The IQS-12002B Calibration System has been designed to calibrate, verify,
and adjust several types of devices. Some concept pertaining to the system
are described here:
³ Calibration is a set of operations that establish, under specified
conditions, the relationship between values of quantities indicated by a
measuring instrument (DUT) and the corresponding values realized by
standards.
³ Verification consists in comparing calibration results with established
limits. It is the confirmation that, through the explanation of a given
item and a provision of objective evidence, it fulfils specified
requirements.
³ Adjustment is the operation of bringing a measuring instrument into a
state of performance suitable for its use.
³ Uncertainty is the parameter that quantitatively characterizes the
dispersion of values that could be attributed to the measures.
Uncertainty is given with a specific level of confidence.
Note: Accuracy is the qualitative expression of the capacity of an instrument to
give results close to the true value.
Note: Precision is the closeness of agreement between quantity values obtained
by replicate measurements of a quantity under specified conditions.
Calibration System 1
Introducing the IQS-12002B Calibration System
Some units (DUT) cannot be adjusted using the IQS-12002B. Depending on
the DUT model, adjustment will or will not be possible. When adjustment
is not possible, you can only perform calibration and verification of the unit.
If adjustment is possible, you will be asked to perform calibration and
verification of the DUT before and after adjustment.
The provided application helps you to comply to the ISO/IEC 17025
standard with the use of the following features:
³ The application keeps (in the database) the complete history of the
operations performed by a user on a DUT.
³ You can report all DUTs that have been verified or adjusted using a
specific standard.
³ For some procedures, the system allows taking uncertainties into
account when judging on compliance.
2 IQS-12002B
Introducing the IQS-12002B Calibration System
Calibration and Verification: Assessing Conformity
Calibration and Verification: Assessing
Conformity
The latest international standards require that calibration uncertainties be
evaluated and taken into account when a declaration of conformity is
given for a specification. Our uncertainty evaluations are carried out in
accordance with the guidelines stated in the Guide to the Expression of
Uncertainty in Measurement by ISO, IEC, BIPM (Bureau International des
Poids et Mesures) and other international organizations.
In order to ensure coherence, EXFO makes every effort to establish
correspondence between calibration uncertainties, guaranteed
specifications, allowed deviation between the unit and the standard, as
well as the conformance assessment of the power meter status upon
reception of the unit.
Calibration System 3
Introducing the IQS-12002B Calibration System
Calibration and Verification: Assessing Conformity
Calibration Uncertainties
Calibration uncertainties are expressed in the certificate. It states the
combined uncertainties of the following factors:
³ Reference standard calibration uncertainty
³ Dependence of the reference standard on measurement conditions
³ Dependence of the tested meter on measurement conditions
³ Other uncertainties due to the setup and measurement method
As an example, for power meter absolute power calibration, the
dependence of the detector response at each point is evaluated for the
wavelength uncertainty of the source, output stability and output
bandwidth of the light, temperature uncertainty, connector-adapter
combination, fiber type, repeatability of the measurement, power meter
linearity, and other factors.
Guaranteed Specifications
Guaranteed specifications are EXFO's published specifications for the unit.
In fact, the calibration process foresees the possibility of making some
adjustments to ensure compliance. Written proof is given in the "As left"
section of the calibration certificate when the Within specifications box is
selected.
Allowed Deviation
The allowed deviation is the difference between the measurement of the
power meter under test and the reference standard; this is a key factor in
the determination of whether or not a unit conforms to its specifications.
4 IQS-12002B
Introducing the IQS-12002B Calibration System
Calibration and Verification: Assessing Conformity
The Concepts behind the IQS-12002B Calibration
System
The IQS-12002B Calibration System is used to verify and/or adjust a DUT
(device under test) of a certain type (e.g., FPM-300) and of a certain model
(e.g., FPM-302X). The application keeps a history of each tested device.
To test a device, the system needs various instruments such as sources,
power meters, fiber spools, etc. In the system, there may be several
instruments of a given type and model. By default, the system uses the first
instrument available, unless you specify one.
Some of the instruments are considered as “standards”, for which the
system keeps an history. Since the system relies on the accuracy of these
standards, you must respect the recommended calibration frequency. The
system does not allow tests with a standard that is due for calibration.
To test a device, the application will need a test sequence. This test
sequence consists in several substeps identified as “scenarios”. A scenario
is based on a general procedure (e.g., insertion loss) that it adapts with
particular specifications for a particular DUT model (e.g., variable
attenuator insertion loss at 1310 nm).
The specifications are the different values the application uses to
determine the compliance of a DUT. For certainties compliant with
ISO 17025, there are four possible collections when assessing conformity:
³ Inside specifications
³ Inside specifications*
³ Outside specifications*
³ Outside specifications
Note: Please refer to the section Conformance Assessment of the Unit Status for a
Certificate Compliant with ISO 17025 for further details on verification of a
device when taking into account measurement uncertainties.
Calibration System 5
Introducing the IQS-12002B Calibration System
Calibration and Verification: Assessing Conformity
Conformance Assessment of the Unit Status for a
Certificate Compliant with ISO 17025
The conformance assessment of the power unit status, upon reception,
requires a judgement on the compliance or non-compliance with
specifications. The result of this judgement depends on the allowed
deviation and on the gray zone introduced by calibration uncertainties. As a
consequence of this gray zone, it is not always possible to draw a firm
conclusion regarding the unit status when it is received from the customer.
Following the indications given by ISO/IEC 17025, EXFO provides, in the "As
found" section of the certificates, four conclusions depending on deviation,
guaranteed specifications (Spec), and calibration uncertainty (Ucal):
³ Inside specifications
When measured deviation is within the following limits, the unit is said
to be within specifications with a level of confidence of 95 %:
de viat ion spec 0.825 Ucal•–()≤
³ Inside specifications
When all results are within specification limits. In conformance with
ISO/IEC 17025, full compliance cannot be achieved because of
measurement uncertainties. Nevertheless, results indicate that the
instrument is likely to perform according to specifications. Results are
bound by the following limits:
spec 0.825– Ucal⋅ deviation< spec≤
6 IQS-12002B
Introducing the IQS-12002B Calibration System
Calibration and Verification: Assessing Conformity
³ Outside specifications
When some results are outside specification limits. Nevertheless,
non compliance cannot be established because of measurement
uncertainties. Results are bound by the following limits:
spec deviation< spec≤ 0.825+ Ucal⋅
When one of the two first conclusions applies to the unit under test, it is up
to you to determine if measurements taken with that unit, before
verification, are considered valid. This depends on the following:
Whether a deviation outside published specifications can be tolerated
for these measurements.
The proximity of the measurements, taken with the unit, to the
maximum allowed deviation.
³ Outside specifications
The unit is definitely not within specifications. The deviation is larger
than the sum of the specification and the calibration uncertainty.
deviation spec> 0.825+ Ucal⋅
For example, for power meter models whose specification and
calibration uncertainties are respectively ±5 % and ±3.1 % (at
1550 nm), the deviation will allow us to conclude the following:
Inside specifications
deviation 2.5 %≤
Inside specifications*
2.5 % deviation< 5%≤
Calibration System 7
Introducing the IQS-12002B Calibration System
Calibration and Verification: Assessing Conformity
³ Outside specifications*
5 % deviation< 7.5 %≤
Outside specifications |deviation| > 9 %
deviation 7.5 %>
IMPORTANT
For a pass/fail certificate (not compliant with ISO 17025),
uncertainties are not taken into account for conformance
assessment, therefore, there are only two zones: pass or fail.
8 IQS-12002B
Introducing the IQS-12002B Calibration System
System Overview
System Overview
The system includes:
³ a computer, on which the application and database are located
³ an IQS-500 controller unit that contains the instruments requiring a
warmup period
³ one or several IQS-500 expansion units that could contain both
instruments that do not require a warmup period and DUTs.
Both instruments and DUTs can be inserted in the same IQS-500
expansion unit (in specific areas, refer to Configuring Areas Specific for
Instruments on page 19). You may find useful to insert only instruments
that do not require a warmup period in an expansion unit that also
houses DUTs. This way, turning off the expansion unit to insert your
DUTs, will not affect the instruments warmup.
The required instruments vary according to the DUTs and the type of
verification and adjustment you want to perform.
Calibration System 9
Introducing the IQS-12002B Calibration System
Conventions
Conventions
Before using the product described in this manual, you should understand
the following conventions:
WARNING
Indicates a potentially hazardous situation which, if not avoided,
could result in death or serious injury. Do not proceed unless you
understand and meet the required conditions.
CAUTION
Indicates a potentially hazardous situation which, if not avoided,
may result in minor or moderate injury. Do not proceed unless you
understand and meet the required conditions.
CAUTION
Indicates a potentially hazardous situation which, if not avoided,
may result in component damage. Do not proceed unless you
understand and meet the required conditions.
IMPORTANT
Refers to information about this product you should not overlook.
10 IQS-12002B
2 Getting Started with Your
Calibration System
Inserting and Removing Test Modules
CAUTION
Never insert or remove a module while the controller unit and its
expansion units are turned on. This will result in immediate and
irreparable damage to both the module and unit.
To insert a module into the controller or expansion unit:
1. Exit IQS Manager and turn off all your units.
2. Remove the protective cover from the desired unused module slot.
2a. Pull the retaining screw knob firmly towards you and release the
bottom of the cover.
2b. Gently pull the top of the protective cover downwards, to remove
it from the unit grooves.
2b
Protective cover
Retaining screw
knob
2a
3. Position the module so that its front panel is facing you and the top and
bottom protruding edges are to your right.
Calibration System 11
Getting Started with Your Calibration System
Inserting and Removing Test Modules
4. Insert the protruding edges of the module into the grooves of the unit’s
module slot.
5
Retaining screw knob
Retaining screw
Protruding edges
(right side of module)
5. Push the module all the way to the back of the slot, until the retaining
screw makes contact with the unit casing.
6. While applying slight pressure to the module, turn the retaining screw
knob (located at the bottom of the panel) clockwise until the knob is
horizontal. This will secure the module into its “seated” position.
6
The module is correctly inserted when its front panel is flush with the front
panel of the controller or expansion unit.
12 IQS-12002B
Getting Started with Your Calibration System
Inserting and Removing Test Modules
When you turn on the controller unit, the startup sequence will
automatically detect your module.
Note: You can insert IQ modules into your controller or expansion unit; the IQS
Manager software will recognize them. However, the IQS-500 locking
mechanism (retaining screw) will not work for IQ modules.
To remove a module from your controller or expansion unit:
1. While pulling gently on the knob, turn it counterclockwise until it stops.
The module will slowly be released from the slot.
Retaining screw knob
Calibration System 13
Getting Started with Your Calibration System
Inserting and Removing Test Modules
2. Place your fingers underneath the module or hold it by the retaining
screw knob (NOT by the connector) and pull it out.
Connector
NO
YES
Retaining screw
knob
CAUTION
Pulling out a module by a connector could seriously damage both
the module and connector. Always pull out a module by the
retaining screw knob.
3. Cover empty slots with the supplied protective covers. Simply slide the
top of the protective cover into the upper grooves of the unit, and then
snap into place by pushing the retaining screw knob.
CAUTION
Failure to reinstall protective covers over empty slots will result in
ventilation problems.
14 IQS-12002B
Getting Started with Your Calibration System
Installing Hardware Components
Installing Hardware Components
Both instruments and DUTs can be inserted in the same IQS-500 expansion
unit (in specific areas). You may find useful to insert only instruments that
do not require a warmup period in an expansion unit that also houses
DUTs. This way, turning off the expansion unit to insert your DUTs, will not
affect the instruments warmup. For more information on how to define the
area reserved to instruments, see Configuring Areas Specific for
Instruments on page 19.
To avoid multiple warmup periods, you can consult the list of required
instruments for the test you want to perform.
Instrument Warmup period
Source 60 minutes
EDFA 60 minutes
Power meter 15 minutes
Others no warmup
The application will show you the required connections, step by step,
during the test.
Calibration System 15
Getting Started with Your Calibration System
Starting and Exiting the Calibration System Application
Starting and Exiting the Calibration System
Application
To start the Calibration System application:
1. Turn on the IQS-500 controller and expansion units.
IMPORTANT
Wait until the LED push button of all the modules (except the
polarization or mode scrambler) light up before starting the
application. Otherwise, the application will not be able to link to
the hardware.
2. Turn on the computer on which the application is installed and log on
as “operator” or “manager” and enter the password.
3. From the computer, on the Windows taskbar, click the Start button
and select Programs > EXFO > IQS-12002B.
OR
Double-click the IQS-12002B Calibration System icon.
4. When the application prompts you, log on to the system.
16 IQS-12002B
Getting Started with Your Calibration System
Starting and Exiting the Calibration System Application
The main window (shown below) contains all the commands required to
control your system.
To exit the Calibration System application:
1. From the File menu, click Exit.
2. Turn off the controller and expansion units.
Calibration System 17
Getting Started with Your Calibration System
Reinstalling or Upgrading the IQS-12002B Calibration System Application
Reinstalling or Upgrading the IQS-12002B
Calibration System Application
Please be careful before uninstalling the application. When processed, all
data saved in the database will be lost. This include the DUT results, DUT
creation, standards creation, standard traceability, DUT traceability,
certificates, all users modifications, etc.
Normally you would not have to install the Calibration System application,
except in particular circumstances (such as after having reinstalled
Microsoft Windows).
Please contact the customer’s service to proceed with the
installation/upgrade of the system.
18 IQS-12002B
3 Setting Up Your Calibration
System
Configuring Areas Specific for Instruments
Since the system can house instruments and DUTs in the same expansion
unit, you must specify which area is dedicated to the instruments. The
application will then be able to identify which modules must be
considered as instruments and which as DUTs.
To configure the area for instruments:
1. From the Too ls menu, select System > Configure IQS Platform.
2. In the Instruments maximum address (CLUS) box, enter the address
of the last slot you want to use for instruments. The application will
assign the next slots to DUTs.
Do not modify the first
two numbers
Unit number
(indicated on front panel of
controller or expansion unit)
Slot number
Increase when DUT is
connected to the unit
Calibration System 19
by RS
-232
3. Click OK to confirm.
Do not modify
Setting Up Your Calibration System
Configuring Access Levels and Passwords
Configuring Access Levels and Passwords
To comply with standard ISO 17025, you must be able to identify who
(which user) verified and/or adjusted a particular DUT.
There are three types of users:
³ Operator: verifies and adjusts DUTs, and generates certificates.
³ Manager: has the same rights as the operator and can also configure
the system.
³ Administrator: has the same rights as the manager and can also install
components and complete the initial system configuration.
Each system user must have a password.
Only users with administrator rights can create, modify, and delete user
profiles in the system. A user profile contains a user name, a password, a
permitted access level, etc.
20 IQS-12002B
Setting Up Your Calibration System
Configuring Access Levels and Passwords
To create a user profile:
1. From the Tools menu, select System > User Management.
2. Click Add to create a user.
3. In the Add User box, fill in the information and click OK to confirm.
Clicking Cancel takes you back to the main window.
To modify a user profile:
1. From the Tools menu, select System > User Management.
2. From the Name list, select the user profile you want to modify.
3. Click Modify.
4. Modify the information and click OK to confirm.
Clicking Cancel takes you back to the main window.
To delete a user profile:
1. From the Tools menu, select System > User Management.
2. From the Name list, select the user profile you want to delete.
3. Click Delete and confirm deletion.
Clicking Cancel takes you back to the main window.
Calibration System 21
Setting Up Your Calibration System
Configuring the Due-for-Calibration Reminder
Configuring the Due-for-Calibration Reminder
Since the system relies on the accuracy of standards, the application will
warn you before a standard is due for recalibration (by default, 2 months
ahead). You can set the number of months before the application reminds
you that a recalibration will be necessary. For information on how to
proceed when a standard is back from calibration, see Using a Standard
after Recalibration on page 54.
To configure the due-for-calibration reminder:
1. From the Tools menu, select System > Configure
Due-for-Calibration Reminder.
2. Enter the desired number of months and click OK.
22 IQS-12002B
Setting Up Your Calibration System
Activating or Deactivating the Warmup Confirmation
Activating or Deactivating the Warmup
Confirmation
By default, the application prompts you to select the instruments and DUT
for which a warmup is wanted. You can deactivate the warmup
confirmation. It is always possible to perform a warmup manually
afterwards (see Launching a Manual Warmup on page 28).
IMPORTANT
To ensure accurate results, EXFO recommends to always perform
warmup.
To activate or deactivate the automatic warmup confirmation:
1. From the Tools menu, select System > Configure Instrument’s
Warmup.
2. Select the desired option and click OK to confirm.
The application will take the new setting into account the next time you
start the application or turn on the expansion unit.
Calibration System 23
Setting Up Your Calibration System
Configuring Main Window Appearance
Configuring Main Window Appearance
By default, the main window is maximized. However, you can configure its
size and position.
To configure main window appearance:
1. From the Tools menu, select System > Configure Main Window.
2. From the Window state list, select the desired appearance. If you
select Normal, you can also specify the size and position.
24 IQS-12002B
4 Operating Your Calibration
System
Installing the EXFO Universal Interface (EUI)
The EUI fixed baseplate is available for connectors with angled (APC) or
non-angled (UPC) polishing. A green border around the baseplate
indicates that it is for APC-type connectors, as shown below:
Green border
indicates APC
option
To install an EUI connector adapter onto the EUI baseplate:
1. Hold the EUI connector adapter so the dust cap opens downwards.
Bare metal
(or blue border)
indicates UPC
option
3
4
2
2. Close the dust cap in order to hold the connector adapter more firmly.
3. Insert the connector adapter into the baseplate.
4. While pushing firmly, turn the connector adapter clockwise on the
baseplate to lock it in place.
Calibration System 25
Operating Your Calibration System
Cleaning and Connecting Optical Fibers
Cleaning and Connecting Optical Fibers
To ensure maximum power and to avoid erroneous readings:
³ Always clean fiber ends as explained below before inserting
them into the port. EXFO is not responsible for damage or
errors caused by bad fiber cleaning or handling.
³ Ensure that your patchcord has appropriate connectors. Joining
mismatched connectors will damage the ferrules.
To connect the fiber-optic cable to the port:
1. Clean the fiber ends as follows:
1a. Gently wipe the fiber end with a lint-free swab dipped in isopropyl
alcohol.
1b. Use compressed air to dry completely.
IMPORTANT
1c. Visually inspect the fiber end to ensure its cleanliness.
2. Carefully align the connector and port to prevent the fiber end from
touching the outside of the port or rubbing against other surfaces. If
your connector features a key, ensure that it is fully fitted into the port’s
corresponding notch.
3. Push the connector in so that the fiber-optic cable is firmly in place,
thus ensuring adequate contact.
If your connector features a screwsleeve, tighten the connector
enough to firmly maintain the fiber in place. Do not overtighten, as this
will damage the fiber and the port.
Note: If your fiber-optic cable is not properly aligned and/or connected, you will
notice heavy loss and reflection.
26 IQS-12002B
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