Polytec

Ellen-Christine Reiff, Dr. Özgür Tan und Jan Zepp | Inka Krischke,

Tactile versus visual

Information about the flatness or roughness of a surface is an important basis for optimization. They can be determined using tactile 2D or optical 3D measurement - an overview.

Illustration of the parameters that can be derived from the material proportion curve (right).

© Polytec

Surface properties can influence not only the haptics and aesthetics, but also the mechanical, electrical or chemical behavior of products. Information on flatness or roughness is therefore an important basis for optimization. They can be used, for example, to increase or reduce friction, minimize wear, increase resistance to external influences or improve transmission capacity. As the surface is often the result of a multi-stage manufacturing process, only a carefully coordinated and quality-monitored production process can lead to the desired result. Optical measuring methods as a non-contact and non-destructive analysis and testing method open up interesting possibilities here, as they can be used for almost all materials and are also suitable for sensitive surfaces.

A tactile height measurement left 70 nm deep scratches in the surface, which are in the same order of magnitude as the step to be measured.

© Polytec

Traditionally, tactile measuring devices are still mostly used for surface measurements. The stylus method, in which a fine diamond stylus tip is guided over the surface and deflected vertically by the surface texture, is particularly widespread. The information about the surface is thus obtained two-dimensionally along a profile. The method is described in detail in DIN EN ISO 3274 and has proven itself in practice. However, the extent to which the reduction of the surface to a profile section provides sufficient results depends on the requirements, as the result for the roughness parameter is strongly influenced by the selected measuring position. As a rule, the description of the surface condition as a profile section is therefore not sufficient for making statements about the functionality of the entire surface or for optimizing production. This is different with three-dimensional optical measurement, as it can detect over the entire surface. This non-contact method also prevents damage to the surface.

The choice of cut-off wavelength

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For surfaces with randomly distributed structures, the measured value for profile-based roughness measurement depends on the measuring position. Surface roughness parameters provide more stable and reliable results.

© Polytec

In surface measurement, roughness, form and waviness are not sharply delineated characteristics that exist separately from one another. Instead, a surface can be described as a superposition of numerous wavelengths, whereby the transition from the particularly long-wave form components to the waviness components to the short-wave roughness components is fluid. Frequency filters are responsible for the separation. By applying these low-pass or high-pass filters with Gaussian characteristics, a bandwidth-limited profile or a bandwidth-limited surface is then available for further evaluation. The selection of the respective cut-off wavelengths is of central importance, as different measured values for the desired measured variable can result depending on the setting.

The measurement chains for surface or profile-based evaluation, which can be applied to optical measurement technology, are described in the ISO 25178 and ISO 4287 series of standards. In the case of profile measurement, the cut-off wavelength, the individual measuring distance and the evaluation length are determined as a function of the surface properties on the basis of a table. For this purpose, the expected texture parameters are first estimated and then test measurements are carried out (this procedure will soon be modified by the new standard DIN EN ISO 21920). There is no comparable table for area measurements, but it is recommended to use the same or similar values as a basis for test measurements. The amplitude and height parameters frequently used in practice have largely been extended in the newer standard to include areal evaluation. The advantage of area-based measurement and evaluation of the topography is that it does not depend on the choice of measurement position and therefore provides more reliable results, especially for inhomogeneous or faulty surfaces.

Characteristics in surface metrology

Characterization of the differently processed surfaces with the parameters from the material proportion curve (left),

© Polytec

Illustration of the parameters that can be derived from the material proportion curve (right).

© Polytec

There is an equivalent in the newer surface standard ISO 25178 for the large number of parameters from the profile standards ISO 4287 and ISO 13565. However, due to the additional dimension, the surface evaluation of the topography offers additional possibilities that allow a function-oriented evaluation of the surface. Material proportion curves based on data determined by area make it possible, for example, to describe the functional behavior of a surface. In addition, further evaluations based on material volume or topography parameters can provide additional insights.

In summary, it can be said that profile-based 2D surface measurement technology will probably only continue to be useful in the medium term where its informative value is sufficient. The areal characterization of the surface with the aid of optical 3D measurement technology offers considerably more possibilities. Measuring equipment should therefore be supplemented or replaced at the latest when 2D parameters can no longer describe the characteristics or function of a surface with sufficient accuracy or only unreliably. Three-dimensional optical measurement technology then not only provides a function and structure-oriented evaluation, but also an image of the surface that is easier for the human eye to understand.

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