What instrument is used to measure surface profile?

Author: Liang

Feb. 04, 2024

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Tags: Measurement & Analysis Instruments

If there was a college major for the coating of metal substrates, the first class would be Surface Preparation 101. The main theme would be maximizing coating adhesion…and to do this, a number of criteria would be taught including visual cleanliness, removing invisible contamination (salts/chlorides, oils, grit embedment), and how to create the coating’s required surface profile.

Accurate measurement of substrate profile is done multiple times to confirm the correct surface profile reading. This is done because a coating applied on too deep of surface profile will be too thinly applied, potentially exposing the peaks of the substrate, leaving it susceptible to premature coating failure. Alternatively, a coating applied on too shallow of a surface profile will have issues with adherence.

Measuring the profile (or anchor pattern) of a substrate can be done using a variety of tools. Testex, Elcometer, and DeFelsko are industry leaders of surface profile inspection equipment. Technologies for measuring surface profile vary. Some employ the use of digital tools, while others use analog technology paired with visual assessment.

Common surface profile testing methods include: 

1. Replica Tape

Replica Tape (or replica film) consists of a crushable foam on a non-compressible tape. When the replica tape is rubbed onto a profiled metal substrate it creates a reverse image of the surface. This manageable, compressible foam is then measured with a micrometer. The compression in the foam gives the average anchor profile measurement. The Society of Protective Coatings (SSPC) recommends taking a minimum of three replica tape samples per 10m² (100f²) to determine the average profile.

Advantages: Historically proven to be accurate and simple to operate. A physical record of each test sample can be kept for record. The surface being measured doesn’t have to be completely flat.

Disadvantages: The process of using replica tape is time and labor consuming. Like most methods, replica tape requires equipment calibration and attention to reading results accurately. Different tape thicknesses are needed for different profile specifications; using the wrong tape thickness can provide false readings.

The NACE standard for using Replica Tape can be found here: NACE SP0287-2016 (formerly RP0287), “Field Measurement of Surface Profile of Abrasive Blast-Cleaned Steel Surfaces Using a Replica Tape”

2. Pin Gauge

Pin Gauge testing of an anchor profile is one of the quickest ways to test a surface. To maintain accuracy, test kits must be calibrated with a piece of glass to maintain accuracy. Usually a number of tests are done on an area and an average surface profile is calculated. ASTM D4417-14 requires 10 readings of that surface. These 10 results are then averaged. This average is what is used for the surface profile reading.

Advantages: Profile pin gauge testing equipment is frequently compact. Many models offer electronic record keeping and storage. Pin Gauges provide instantaneous results. Units are DC powered. Typically profile gauges have easy to read displays. 

Disadvantages: Unit Accuracy can be affected by positioning. Rapid location transitioning can encourage variance in application technique. Recorded data can be reviewed but not re-measured. Measuring can only be done on a flat surface. Calibrations must be done before every use.

The ASTM standard for using pin or profile gauges can be found here: ASTM D4417-14 Standard Test Methods for Field Measurement of Surface Profile of Blast Cleaned Steel

 3. Microscopic Surface Graphing and Analysis of a Sample

Microscopic measurements of a surface profile is done using a microscope under a high magnification, typically 30x or higher. This kind of surface analysis is mainly done by scientists in labs, sometimes after a coatings failure. This method can be done multiple times with a single sample to confirm results.

Many standards created for the analysis of a surface profile after it’s been prepared require an unaided (or unmagnified) view of the surface. This is why microscopic analysis is usually done after a coatings failure or issue.

Advantages: Microscopic review of profiled samples are accurate. Usually an analysis is complete with 3D graphical images depicting the sample’s surface.

Disadvantages: Unfortunately equipment for microscopic surface analysis of surface profiles are non-portable and can be very expensive.

4. Surface Profile Comparator

A Surface Profile Comparator is a two-part tool that uses a specialized magnifying glass, and a wheel that has been blasted to verified profiles. An inspector places the magnifying glass on the surface and under lighted magnification compares the test substrate to the verified profiles.

 Advantages: Surface Profile Comparators are simple, straightforward tools. These kits are portable, and can be taken to most job sites.

 Disadvantages: Surface profile comparator tests are subjective. These tests provide low accuracy results, based on a visual assessment of the surface under magnification. Inspectors can reach different results while analyzing the same surface.

 *Surface Profile Comparator Image from SSPC website found here

 

 

 

 

When you spend money on a product or service, you expect quality, regardless of the cost.  If you purchase the most inexpensive Chevrolet that is made, you still expect quality.  While the braking system in the Chevrolet may be less sophisticated than a Mercedes, the brakes better work and exhibit quality commensurate with its design.  You expect the parts and installation to meet all of the standards imposed by the manufacturer for that class of vehicle.

Expectations of quality for cleaning and painting commercial buildings are no different.  Owners expect the paint in the can to meet the quality standards established by the manufacturer, and the installation to meet the requirements of the specification, whether it involves a sophisticated fluorourethane on a highly visible entrance awning, or a low cost acrylic on a back wall that is hidden from view.

But how is the quality of cleaning and painting determined?  For many, it simply involves rubbing a hand across the surface when cleaning is finished and after the application of each coat.  It isn’t clear what rubbing the surface does, but the hand cannot identify if the levels of moisture within the substrate are acceptable, or whether the ambient conditions and surface temperature are suitable, or if each coat is applied to the proper thickness. When coatings are required to resist penetration from wind-driven rain or serve as an air barrier, verification of proper workmanship at each stage of the installation is critical.

Many standards and instruments are available for verifying the quality of cleaning and painting.  Not only must the appropriate instruments be selected, but they must be used properly.  This article describes the operation of some of the common instrumentsused to evaluate the quality of cleaning and painting. Part 2 of this series addresses instruments and methods used for the detection of moisture.

Surface Cleanliness – Steel

SSPC: The Society for Protective Coatings (SSPC) has published standards that describe different degrees of cleaning when using hand or power tools, dry and wet abrasive blast cleaning, and water jetting.  In addition to the written words, photographic guides are also available to depict the appearance of the different grades of cleaning.  Some of the SSPC work was done in cooperation with NACE International (NACE).

The visual guides that depict surface cleanliness are (Photo 1):

  • SSPC-VIS 1, Guide and Reference Photographs for Steel Surfaces Prepared by Dry Abrasive Blast Cleaning

  • SSPC-VIS 3, Guide and Reference Photographs for Steel Surfaces Prepared by Power and Hand Tool Cleaning

  • SSPC-VIS 4/NACE VIS 7, Guide and Reference Photographs for Steel Surfaces Prepared by Waterjetting

  • SSPC-VIS 5/NACE VIS 9, Guide and Reference Photographs for Steel Surfaces Prepared by Wet Abrasive Blast Cleaning

SSPC-VIS 3

SSPC-VIS 3 is described below as the example for using the guides.  All four are used in the same manner.

Step 1 – Identify the initial condition of the steel so that the correct series of photographs is selected for the assessment of the quality of cleaning.  The initial conditions in SSPC-VIS 3 are:

  • Condition A – not painted – adherent mill scale

  • Condition B – not painted – mill scale and rust

  • Condition C – not painted – 100% rusted

  • Condition D – not painted – 100% rusted with pits

  • Condition E – painted – light colored paint, spots or rust over blasted steel

  • Condition F – painted – zinc rich paint over blasted steel

  • Condition G – painted – heavy paint over mill scale

Step 2 – Determine the degree of cleaning required by the project specification.  The degrees of cleaning depicted in SSPC-VIS 3 are:

  • SSPC-SP2, Hand Tool Cleaning (hand wire brush cleaning depicted)

  • SSPC-SP3, Power Tool Cleaning (both power wire brush and sanding disc cleaning depicted)

  • SSPC-SP15, Commercial Grade Power Tool Cleaning (needle gun/rotary peening cleaning depicted)

  • SSPC-SP11, Power Tool Cleaning to Bare Metal (needle gun/rotary peening cleaning depicted)

Step 3 – Locate the reference photograph for the degree of cleaning over the initial substrate condition.  For example, the photograph of power tool cleaning (sanding disc) of a coating that exhibits light rust before cleaning is photo E SP3/SD (E represents the initial condition; SP3/SD represents power tool cleaning with a sanding disc).  See Photo 2.

Step 4 – Compare the prepared surface with the photograph to determine if the degree of cleaning has been met.

Surface Profile – Steel

The surface profile (roughening) of the steel is commonly determined using a depth micrometer or replica tape.  The methods for measuring surface profile are described in ASTM D4417, Standard Test Methods for Field Measurement of Surface Profile of Blast Cleaned Steel.  Method B describes the use of a depth micrometer and Method C describes the use of replica tape.

Surface Profile Depth Micrometer (Method B of ASTM D4417)

The depth micrometer described in the ASTM standard contains spring loaded, 60° cone-shaped pin that projects from the base of the instrument.  The base of the instrument rests on the peaks of the surface profile and the pin projects into the valleys.  The distance that the cone projects into the valleys is displayed in 0.1 mil increments; readings can also be displayed in micrometers (µm).

Step 1 – Zero the instrument on the piece of plate glass supplied with the gage (the plate glass has been ground smooth to remove waviness), then place a horseshoe-shaped shim (also supplied with the gage) on the plate glass.  Measure the thickness of the shim to verify the accuracy of the gage.

Step 2 – Hold the gage just above the probe and firmly push it against the surface to be measured.   Record the reading.  Readings can also be stored in memory and uploaded or printed later.

Step 3 – Pick the gage up and reposition it on the surface to take another reading.  Do not drag it across the surface as dragging can blunt the tip.

Step 4 – Take a minimum of 10 readings at each test location. The maximum value of 10 readings (removing obvious outliers) represents the profile at that location.

Surface Profile Replica Tape (Method C of ASTM D4417)

The tape is used to create a replicate of the surface profile that is measured using a light spring-loaded micrometer.  One instrument manufacturer has also developed an attachment for a digital gage to read the replica tape and store the results electronically.  The directions below apply to the use of the spring micrometer to measure the replica tape.

Step 1 – Select the replica tape that covers the expected profile range. The tape is most accurate mid-range:

  • Coarse – 0.8 to 2.5 mils

  • X-Coarse – 1.5 to 4.5 mils

  • X-Coarse Plus – 4.0 to 5.0 mils

Step 2 – Prepare the area to be tested by removing surface dust or contamination.  This can be done by brushing.

Step 3 – Remove the paper backing from the tape.  The measuring area consists of the 2.0 mil thick film of Mylar® (a polyester film) that holds a thin layer of compressible foam.  The foam conforms to the depth and shape of the surface profile.

Step 4 – Attach the replica tape to the surface and burnish the back of the white Mylar circle (3/8” diameter) with a burnishing tool. See Photo 3.

Step 5 – Remove the tape and place it in the anvils of the micrometer.  The surface profile is the total reading less 2.0 mils (2.0 mils is the thickness of the Mylar that holds the compressible foam).  Alternatively if the micrometer is set to -2.0 mils prior to inserting the tape into the anvils, the displayed reading is a direct indication of surface profile. Two readings are taken at each location and averaged to determine the surface profile.

Note – If the surface profile measured with the Coarse tape is 1.5 to 2.5 mils, the same area must be measured with the X-Coarse tape.  If that reading is also between1.5 to 2.5 mils, average the two values to determine the surface profile depth.  If the second reading with the X-Coarse tape is >2.5 mils, record that value as the surface profile.

Surface Profile – Concrete (ICRI  310.2R-2013)

ICRI Guideline No. 310.2R-2013, Selecting and Specifying Concrete Surface Preparation for Sealers, Coatings, and Polymer Overlays, and Concrete Repair describes methods of surface preparation used on concrete in both written text and through the use of tactile concrete surface profile (CSP) coupons that are replicas of the type of profile (surface roughness) created by the various methods of surface preparation.  While much of the standard addresses the roughness of floor surfaces, some of the methods apply to surfaces other than floors. The coupons range in texture from very smooth, typical of pressure washing (CSP1) to very rough, typical of jack-hammering (CSP 10):

Step 1 – Identify the method of surface preparation required by the specification or manufacturer’s requirements.

Step 2 – Select the concrete surface profile coupon(s) that represents the texture or range of textures that can be expected to be created based on the 310.2R-2013 guideline. See Photo 4.

Step 3 – Compare the prepared surface with the coupon(s) to determine if the degree of roughening is acceptable.

Ambient Conditions

For our purposes, the term “ambient conditions” encompasses air and surface temperatures, relative humidity, and the dew point temperature.  See Photo 5.  If the ambient conditions are outside of the limits of the specification or the coating manufacturer’s requirements, coating adhesion and film formation can be compromised, leading to reduced performance or failure.   The measurements must be obtained where the work is being performed because conditions can vary at different parts of a building (e.g., in the direct sun versus the shade). The least expensive way to measure ambient conditions is through the use of a sling or whirling psychrometer and contact surface temperature thermometer.  More expensive methods involve the use of digital or electronic psychrometers that contain a sensor that is exposed to the environment to determine air temperature, dew point temperature, and relative humidity.  A separate probe is touched to the surface, or a non-contact infrared sensor is used to measure the surface temperature.  Many different electronic models are available and the operating instructions are straight forward.

The instructions below apply to the most inexpensive method – the sling psychrometer and surface contact thermometer.

Sling Psychrometer and Surface Temperature Thermometer

Step 1 – The sling psychrometer contains two identical tube thermometers.  The end of one is covered with a wick or sock (called the “wet bulb”).  The other is uncovered (called the “dry bulb”).  Saturate the wick of the wet bulb with clean water.

Step 2 – Whirl the instrument through the air for 20 to 30 seconds and take a reading of the wet bulb temperature.

Step 3 – Whirl the instrument again (without re-wetting) for another 20 seconds and take a reading of the wet bulb.

Step 4 – Continue whirling and reading until the wet bulb remains unchanged (or within 0.5°F) for 3 consecutive readings.  Record the stabilized wet bulb temperature and the dry bulb temperature.

Step 5 – Plot the dry bulb temperature and the difference between the dry and wet bulb temperatures (delta) in the Psychrometric Tables or charts to determine the relative humidity and dew point temperature.

Step 6 – Attach a contact thermometer to the surface and allow it to stabilize for a minimum of 2 minutes to determine the surface temperature.

Step 7 – Compare the results with the specification requirements for air and surface temperature, relative humidity and the spread between the surface temperature and dew point temperature (typically the surface temperature must be at least 5°F above the dew point temperature before painting proceeds).

Wet Film Thickness (ASTM D4414)

Measurement of the wet film thickness of the coating during application provides assurance that the proper amount of coating is being applied.  The coating manufacturer can stipulate the range of wet film thickness to be applied to achieve the desired dry film, or the required wet film thickness can be calculated as follows:

Wet film thickness = Specified dry film thickness ÷ Volume solids content of the paint

The volume solids content will be shown on the can label or on the product data sheet.  If the solids by volume is 60% and the specified dry film thickness is 3 mils, the target wet film thickness is 5 mils (3 mils ÷ 60% = 5 mils), as 40% of the applied wet film will evaporate into the air, while 60% of the applied wet film will remain on the surface.

Wet film thickness is measured in accordance with ASTM D4414, Standard Practice for Measurement of Wet Film Thickness by Notch Gages.

Step 1 – Make sure the tips of the numbered notches (or teeth) of the wet film thickness gage are clean and free of any paint.

Step 2 – Immediately after the paint is applied, push the gage into the paint, making certain the end points of the gage make firm contact with the underlying surface (substrate or previously applied coating layer).  See Photo 6.

Step 3 – Withdraw the gage and examine the numbered “teeth” that are wetted with paint.  If none of the teeth are wetted, use a different face of the gage that displays lesser thickness.  If all of the teeth are wetted, use a different face that displays greater thickness.

Step 4 – Determine the wet film thickness by looking at the numbers on the gage (in mils or micrometers).  The wet film thickness is indicated by the highest wetted tooth or step.

Step 5 – Wipe all paint off the gage before it dries.

NOTE: The surface being measured has to be smooth in order to avoid irregular wetting of the teeth.  For example, the gage cannot be used on split-faced block, but it could be used on the adjacent mortar joints.

Dry Film Thickness – Ferrous and Non-Ferrous Metallic Substrates (ASTM D7091 and SSPC-PA2)

There are a number of instruments available for the measurement of coating thickness on metallic substrates that are based on both electromagnetic induction and eddy current principles.  The use of the instruments is covered in two standards:

  • ASTM D7091, Standard Practice for Nondestructive Measurement of Dry Film Thickness of Nonmagnetic Coatings Applied to Ferrous Metals and Nonmagnetic, Nonconductive Coatings Applied to Non-Ferrous Metals

  • SSPC-PA2, Procedure for Determining Conformance to Dry Coating Thickness Requirements

All of the instruments are calibrated by the gage manufacturer or an accredited calibration laboratory, but the accuracy of the instrument must be verified each time it is used, and the instrument may require an adjustment to compensate for substrate roughness.  The specific instructions of the manufacturer need to be followed, but the following steps apply to all of the Type 2 (electronic) instruments:

Step 1 – Use certified coated standards in the intended range of use to verify that the instrument is operating properly (known as verification of accuracy).

Step 2 – Place a certified or measured shim (in the intended range of use) onto the prepared, uncoated metal surface and adjust the instrument (as necessary) to closely match the value indicated on the shim. This step effectively removes any influence of the base metal (metallurgy, roughness, curvature, etc.) on the coating thickness readings (Step 3).

Step 3 – After verifying the accuracy of the instrument and adjusting it for substrate properties, take a minimum of 3 measurements within a 1.5” diameter circle and average them together to determine the thickness at the specific location.  See Photo 7. This is known as a spot measurement.  Multiple clusters of spot measurements are taken in 100 square foot areas to determine the thickness of the applied coating.

NOTE:  When measuring the thickness of a coating over existing paint or galvanize, the thickness of the existing paint or galvanize must be measured and subtracted from the total reading (i.e., the gages measure the cumulative thickness of all coats that are present on the substrate). One instrument manufacturer provides a gage that will measure the cumulative thickness of the galvanize-coating layers, then display the thickness of each layer separately.

Dry Film Thickness – Cementitious Substrates, Plaster, and Drywall (ASTM D6132 and SSPC-PA 9)

The dry film thickness of coatings applied to cementitious substrates is often estimated by measuring the wet film thickness at the time of application, calculating coverage rates, using a Tooke Gage (destructive in-situ technique described later) or removing chips of the dry coating for microscopic measurement of cross-sections.   If a sample of the coating can be removed with none of the substrate attached (although being able to remove such a sample could be an indication of problems), a micrometer can be used.  There is also one relatively new technique available for the non-destructive measurement of dry film thickness.  It involves a special instrument that measures thickness using ultrasound principles.  See Photo 8.  The technique is addressed in ASTM D 6132, Standard Test Method for Nondestructive Measurement of Dry Film Thickness of Applied Organic Coatings Using an Ultrasonic Gage; the frequency of measurement and the acceptability of the measurements is addressed in SSPC-PA 9, Measurement of Dry Coating Thickness on Cementitious Substrates Using Ultrasonic Gages.

The specific methods for using the instrument should be followed according to the manufacturer’s instructions, but the following basic steps apply:

Step 1 – Allow the probe to reach ambient temperature in the same environment where the readings will be taken by holding the probe in the air and pressing “zero” in the main menu.  This helps the gage to compensate for temperature extremes and the effects of wear on the probe.

Step 2 – Verify the accuracy of the gage using known reference standards.  For polymer coatings, place a plastic shim (reference standard) on the bare substrate, apply a drop of couplant on the surface of the shim, and place the probe on shim through the couplant to measure the thickness of the shim.  The couplant carries the ultrasound signal from the probe to the coated surface (the shim in this case). Adjust the gage to register the thickness of the shim.

Step 3 – Set the “gates,” which are the minimum and maximum range of thickness expected to be measured.

Step 4 – To measure the thickness of the coating, apply a drop of couplant to the surface of the coating and firmly place the probe on the coating through the couplant.  A second reading in the same area can be taken without reapplying the couplant.  But when moving to a new location, couplant must be reapplied to take a reading.

Dry Film Thickness (Destructive) – Any Substrate (ASTM D4138)

The Tooke Gage is a destructive microscope technique (50x ocular) for the measurement of coatings applied to essentially any substrate (all metals, cementitious substrates, wood, plaster, drywall, plastics).  See Photo 9.

The Tooke Gage is used in accordance with ASTM D4138, Standard Practices for Measurement of Dry Film Thickness of Protective Coating Systems by Destructive, Cross Sectioning Means. In addition to total thickness, the Tooke Gage allows for the measurement of the thickness of each coat in multi-coat systems.  The gage requires the use of special cutting tips to make a precision incision through the coating layers(s) at a known angle and the thickness is determined using basic trigonometry.  By measuring the width of the scribe, the depth or thickness of the coating can be determined because the angle of the cut is known.  However, knowledge of mathematics is not required to use the instrument.  All of the conversions are established by the instrument.

Step 1 – Select the cutting tip that is in the range of coating thickness to be measured.  Three cutting tips are available.  The differences between them are the cutting angle provided by the tip:

  • 10x tip – for thickness <3mils

  • 2x tip – 3 to 20 mils

  • 1x tip – 20 to 50 mils

Step 2 – Create a benchmark on the coating using a marker. Use the selected cutting tip to make an incision approximately 1” in length through the coating in the area of the benchmark.  The instrument requires 3-point contact when making the cut (two legs and the cutting tip).  Pull the cutting tip toward you to make an incision with the legs leading the tip.

NOTE: For the readings to be accurate, the incision must be made perpendicular to the surface.  Because of this, the area being measured must be smooth.  If the surface is irregular, the cutting angle will not be consistent and the results invalid.

Step 3 – View the incision through the 50x ocular with the reticule perpendicular to the incision.  See Photo 10.

Step 4 – Count the number of divisions of the reticule that line up with each coat to be measured.  The correlation between the number of divisions and thickness depends on the model of microscope supplied with the gage because 2 different oculars with reticules have been available.  Verify the conversion with the instructions supplied with the instrument, but it will be one of the following:

 

 

Microscope A

(typically purchased before 2011)

Microscope B (Universal ocular)

(typically purchased after 2011)

1x Tip

1 division = 1 mil

1 division = 2 mil

2x Tip

1 division = 0.5 mil

1 division = 1 mil

10x Tip

1 division = 0.1 mil

1 division = 0.2 mil

 

 

Conclusion

There are a variety of standards and instruments available for verifying the quality of cleaning and painting.  The tests are easy to conduct, but specific steps are required to make certain that the instruments are used properly and that the results are valid.  A few tests and inspections during the work can make the difference between successful coating performance and premature coating failure.

See part 2 in this Series for a discussion of instruments and methods used for the detection of moisture in cementitious substrates.

 

 

ABOUT THE AUTHOR

Kenneth Trimber is the president of KTA-Tator, Inc. He holds a Bachelor of Science degree from Indiana University of Pennsylvania, is an SSPC Protective Coatings Specialist, is certified at a Level III coating inspection capability in accordance with ANSI N45.2.6, is a NACE-certified Coating Inspector and an SSPC-C3 Competent Person.

 

Trimber has more than 40 years of experience in the industrial painting field, is a past president of SSPC, chairman of the Committee on Surface Preparation, chairman of the Visual Standards Committee, chairman of the Task Group on Containment and chairman of the SSPC Commercial Coatings Committee. He is also past chairman of the ASTM D1 Committee on Paints and Related Coatings, Materials, and Applications.

 

Trimber authored The Industrial Lead Paint Removal Handbook and co-authored Volume 2 of the handbook, Project Design. He was the recipient of the John D. Keane Award of Merit at the SSPC National Conference in 1990 and is a former technical editor of JPCL. In 2009 and 2012 he was named by JPCL as one of the 25 Top Thinkers in the coatings and linings industry and in 2015 was the recipient of the SSPC Honorary Life Member Award.

What instrument is used to measure surface profile?

Tools and Techniques for Measuring Coating- Surface Profile

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