Understanding grounding, shielding, and guarding in high-impedance applications. Part 1

Inadequate shielding and bad grounding are often blamed when measurements are inaccurate, especially in high-impedance applications. In fact, shielding and grounding problems are frequently responsible for measurement errors, but many test system developers aren’t quite sure why. Many measurement errors can be traced back to currents from external fields that have become coupled into the measurement test leads. This article explores how ground loops and poor or non-existent electrostatic shielding can cause error or noise currents to flow in measurement leads or the device under test (DUT), as well as techniques for identifying these error currents and preventing them from undermining measurement integrity. First, however, a review of electrostatics might provide a clearer understanding of the source of the problem.

Review of Electrostatics

Charges or charged particles are point sources of an electrostatic field (E‑field). Field lines always emanate from the positive charge(s) and terminate on the negative charge(s). The force between charged particles is attractive when the charges on each particle are complementary and repulsive when the charges are identical. The E‑field stores energy; the amount of energy stored is proportional to the total number of lines of flux (or to the total charge). The error current coupled into measurement conductors is directly proportional to the strength of the field. At any given voltage, the capacitance describes the relationship between charge and voltage on two conducting bodies. The energy stored in the field is equal to one-half of the capacitance multiplied by the square of the voltage:

Wherever a voltage is present, there’s also a distribution of positive and negative charges, even if one of the conductors is grounded.

Voltages generate a high-impedance field. Currents (magnetic fields) generate a low-impedance field. The field impedance is always the ratio of the electric field to the magnetic field for any electromagnetic wave. Shields work by both reflection and absorption of field energy. If the terminating impedance of an electromagnetic wave is orthogonal to the wave impedance, reflection will predominate. If they are of similar impedance, absorption is the only possibility.

Electrostatic Coupling

Charges unassociated with the measurement circuit are responsible for numerous measurement problems. If a charge is fixed in space around an unshielded measurement, the E-field from the charge will radiate to the measurement lead(s) and terminate on an image charge (a complementary charge of opposite polarity). Due to the E‑field, a DC leakage current could potentially flow into the measurement leads. If a charge or a conductor with a charge distribution is moving in space with respect to the measurement circuit, an AC current

where C – the capacitance between the charge or the conductor and the measurement circuit) will flow into the measurement leads.

External conductors at a different voltage than the measurement circuit behave in exactly the same way as point charges do. When the voltage on the external conductor changes, a current equal to

will flow into the measurement. Both of these cases, i.e., point charges and differing voltages, will couple noise and error currents into the measurement. Any E‑field line terminating on the measurement leads has the capacity to couple current into the circuit. E‑fields dominate the interference landscape except when high currents are involved or whenever the instrument or measurement is operated near a transformer or a magnetic source. Ideally, all E‑field lines from external sources should fall on a shield or guard instead of the measurement leads. Also, all E‑field lines from the measurement and the instrument should fall on either the shield or the guard, never on outside conductors or charges. When the external E‑field lines fall on either the shield or the guard, rather than the measurement leads, the measurement will be unaffected by these external electrostatic error sources.

RF Coupling

Radio frequency (RF) energy is ubiquitous. Any conductor of reasonable length, including the cables that connect instruments to devices, can act as an antenna for this energy. Although this radiation is outside the bandwidth of the source/measure instrumentation, the electromagnetic radiation will generate currents that travel up and down the antenna (in this case, the measurement leads). When these currents come in contact with the amplifiers inside the instrument, these currents may be rectified, causing a DC offset in the measurement. For this reason, both the HI and LO terminals require a shield to ensure that this current flows in the shield rather than in a measurement lead. The safety shield is usually used (outside the instrument common shield) as the shield for this source of noise. However, in order to provide complete shielding at these frequencies, the shield must not have any apertures (holes or slots) greater than λ/2, where λ is the wavelength of the interfering radiation.

Magnetic Coupling

Magnetic coupling is unrelated to currents flowing in measurement leads but rather to the generation of voltages as predicted by Faraday’s law of induction. The magnetic field (M-field), unlike the E‑field, is a low-impedance field. Conductors suitable for use as shields provide a matching impedance (unlike the high-impedance E‑field) to the M-field; as a result, they will not reflect the energy away from the measurement conductors inside. To shield an M-field, either the magnetic lines of flux must be diverted through a magnetic material (this works well at DC and low frequencies with µ-metal) or the shield must be thick enough to attenuate the field by absorbing the energy [1].

Shielding

The purpose of shielding is to reduce or eliminate noise currents from coupling into electrical measurements. These currents can originate from point sources of charge, generating E‑fields and voltage distributions. For example, people carry static charges with them wherever they go. AC line potentials in and around the laboratory or production environment can elicit AC E‑fields, which, in turn, generate error currents. When devices under test are grounded outside the confines of the instrument, a different ground potential (different from the instrument) is responsible for yet another E‑field generating current in the measurement ground lead. The isolation capacitance in the instrument’s power transformer completes the circuit that supports the error current. Thunderstorms and environmental changes can cause electrostatic field changes. Radiation from RF sources can also generate currents in test leads, causing EMI rectified offsets in the amplifiers internal to the measurement instrumentation. Even in fair weather, the earth itself has a field with respect to the upper atmosphere of ~100 V/m.

The proper use of the shield in a test system. The electrostatic shield is grounded to circuit common. Notice that both the HI and the LO terminals are shielded
Figure 1. The proper use of the shield in a test system. The electrostatic shield is grounded to circuit common.
Notice that both the HI and the LO terminals are shielded

The electrostatic shield prevents external E‑fields (a high impedance field) from affecting a measurement circuit by providing an equipotential surface to capture the E‑field, deflecting it from the measurement leads inside. To prevent the shield from coupling internal circuits to one another, the shield ground point is connected to LO inside the instrument. This grounding scheme ensures that internal measurement nodes see only the instrument LO (see Figure 1). To be effective, the shield must cover the entire measurement node. The instrument design should already include this shield wherever it is needed and provide for its extension to the outside world. Although this shield is a good idea for any measurement, it is imperative for high-impedance measurements (i.e., any measurement >100 Kohms). The resulting interference voltage is

where II is the coupled current, and R is the impedance of the measurement. This shield does not prevent DC or AC currents from flowing between the measurement circuits and the shield. The common shield only provides protection from external electrostatic interference.

The driven guard accomplishes all that the common shield does, as well as eliminating the currents from the guard to the measurement circuits (see Figure 2). The guard is simply a common shield buffered or driven to the measurement circuit voltage (instead of connected to instrument LO) to eliminate the E‑field between the guard and the measurement circuit. Guards are used in circuits designed to measure or source very low currents, and are usually mandatory for currents of less than 1 nA.

The proper use of the guard in a test system. Notice that both the HI and the LO terminals are either shielded or guarded, and that the box surrounding the DUT provides a complete electrostatic shield.
Figure 2. The proper use of the guard in a test system. Notice that both the HI and the LO terminals
are either shielded or guarded, and that the box surrounding the DUT provides a complete
electrostatic shield.

When measuring currents of 1 nA or less, the measurement node must first be guarded. Instruments used to measure or source these levels of current or lower will have the measurement guarded inside. It is not necessary to have a shield in addition to a guard around the measurement node, but the remaining measurement circuitry should be shielded. The electrometer configuration allows a common shield to act as a guard as well, by ensuring that the measurement node is at ground potential (see Figure 3).

An illustration of the shield and guard configuration for an electrometer.
Figure 3. An illustration of the shield and guard configuration for an electrometer.

This suggests that the fundamental difference between a shield and a guard is that a shield prevents external fields from affecting measurements, while a guard adds protection from DC leakage currents by surrounding the measurement node with a voltage identical that of the measurement node, both inside and outside the instrument, eliminating leakage currents.

References

  1. Schmitt, Ron. Electromagnetics Explained: A Handbook for Wireless/ RF, EMC, and High-Speed Electronics. Newnes, 2002.

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