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962/964
S P E C T R O P H O T O M E T E R
Operator's Manual

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Summary of Contents for X-Rite 962

  • Page 1 962/964 S P E C T R O P H O T O M E T E R Operator’s Manual...
  • Page 2 S P E C T R O P H O T O M E T E R Dear Customer: Congratulations on your purchase of an X-Rite 962 or 964 Spectrophotometer. These instruments represent the very latest in microcontrollers, integrated circuits, optics, and display technology.
  • Page 3 9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R Federal Communications Commission Notice This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules.
  • Page 4 Adaptern als X-Rite SE30-81 (115 V) oder SE30-77 (100-240 V). Verwenden Sie nur den X-Rite Akkupack SP62-79-33. ADVERTENCIA: No use otro cargador de las pilas que no sea la pieza X-Rite SE30-81 (115V) o SE30-77 (100-240V), para evitar el riesgo de mal funcionamiento del equipo.
  • Page 5 This is a class A product. In a domestic environment this product may cause radio interference in which case the user may be required to take adequate measures. WEEE As of August 13, 2005, X-Rite products meet the European Union – Waste Electrical and Electronic Equipment (WEEE) directive. Please refer to www.xrite.com...
  • Page 6: Table Of Contents

    9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R Table of Contents Overview and Setup............1-1 Instrument Description..................1-1 Features......................1-1 Features......................1-2 Unpack and Inspect..................1-2 Packaging Drawing and Parts List ..............1-2 Install the Battery Pack ...................1-3 Apply Power ....................1-3 Charging the Battery Pack ................1-4...
  • Page 7 9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R Calibration Procedure ..................3-3 Setting Instrument Configuration........4-1 General Information..................4-1 Language......................4-1 Measure Options .....................4-2 Store Samples .....................4-3 Pass/Fail......................4-3 Auto Std ......................4-3 Averaging ....................4-3...
  • Page 8 9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R Selecting Standard Number ................5-1 Entering Standard Data ................5-2 Entering Standard Name ................5-4 Setting Tolerance Limits................5-5 Setting Shade Sort Options .................5-7 Locking/Unlocking Standard ..............5-9 Deleting the Standard..................5-9 Projects ......................5-11...
  • Page 9 9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R Instrument Specifications................7-1 Error Messages ....................7-2 Parts List (962)....................7-3 Parts List (964)....................7-3 Packaging (962) ....................7-4 Packaging (964) ....................7-5 Changing the Aperture..................7-6...
  • Page 10: Warranty Information

    (excluding battery pack) for a period of 12 months. This warranty shall be fulfilled by the repair or replacement, at the option of X-Rite, of any part or parts, free of charge including labor, F.O.B. its factory or authorized service center.
  • Page 11 9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R...
  • Page 12: Overview And Setup

    Instrument I/O Serial Interface Attaching the Wrist Strap Instrument Description The X-Rite 962 and 964 Spectrophotometer’s compact spectral engine utilizes X-Rite’s DRS (Dynamic Rotational Sampling) technology, allowing accurate and precise measurements. This instrument has intuitive keys and a high-contrast graphic display.
  • Page 13: Features

    Your instrument was packaged in a specially designed carton to assure against damage. If shipment is necessary, the instrument should be packaged in the original carton. If the original carton is not available, contact X-Rite to have a replacement carton shipped to you. Packaging Drawing and Parts List Check your packaging contents against your packing list and original order.
  • Page 14: Install The Battery Pack

    O V E R V I E W A N D S E T U P Install the Battery Pack The instrument is shipped from the factory with the battery pack removed. The battery pack is located in a carrying case compartment and must be installed before the instrument is used.
  • Page 15: Charging The Battery Pack

    NOTE: The battery pack must be installed before plugging in the AC Adapter. Only use the AC Adapter supplied or the optional battery charger (available through X-Rite) to charge the battery pack. The battery pack must remain in the instrument at all times to operate.
  • Page 16: Unlatching The Instrument Shoe

    O V E R V I E W A N D S E T U P Power Input Adapter Small Plug Unlatching the Instrument Shoe The shoe can be pivoted open 180° from its closed position. This feature is useful when taking measurements on a surface that does not allow room for the shoe, or a measurement fixture that does not require the shoe.
  • Page 17: Instrument I/O Serial Interface

    Instrument I/O Serial Interface Your instrument can be connected to a computer or printer using a serial RS-232 interface cable and adapter. X-Rite carries a variety of adapters to meet your requirements. To install the interface cabling: 1.
  • Page 18: User Interface

    9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R User Interface What to Expect Navigation – Basic Key Operation Measurement Mode Screens Using the Instrument What to Expect When the instrument is powered-up, the main (top level) screen appears.
  • Page 19: Tab Down Key

    C H A P T E R T W O Tab Down key Advances the highlighted bar (reverse image) to the next available “tab stop.” A “tab stop” indicates an item that can be acted on further, such as a measurement or a setting option. Tab stops generally follow a left-to-right or top-to-bottom sequence.
  • Page 20: Colorimetric Screens

    U S E R I N T E R F A C E Colorimetric Screens The QA, Analyze, Compare, Strength, and Opacity screens consist of three main areas: Data Storage Information, Color Data Parameters, and Color Data. P r o j 1 : C a r t o n s Data Storage S t d 1 : R e d S a m p l e...
  • Page 21: Using The Instrument

    C H A P T E R T W O Using the Instrument There are several techniques used to navigate through the instrument screens, select functions and settings, and determine values and names. Configuration Menu QA Function P r o j 1 : C a r t o n s C O N F I G U R A T I O N S t d 1 :...
  • Page 22: Selecting Single Or Multiple Items

    U S E R I N T E R F A C E S e t C a l I n t e r v a l 0 - 9 C L E A R ↑ ↓ Editor ↑ ↓ Save &...
  • Page 23: Selecting Color Data Parameters

    C H A P T E R T W O Selecting Color Data Parameters Colorimetric data can be viewed under varying illuminant observer conditions, and color space/indices. The color data immediately changes to reflect the selected parameter. P r o j 1 : C a r t o n s L*C*h°, XYZ, Lab S t d 1 : R e d S a m p l e...
  • Page 24: Instrument Calibration

    9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R Instrument Calibration General Information Positioning the Instrument on the Reference Calibration Procedure General Information Under normal circumstances, the instrument should be calibrated at least once a day.
  • Page 25: Positioning The Instrument On The Reference

    C H A P T E R T H R E E Positioning the Instrument on the Reference The calibration reference consists of a ceramic disk for white calibration measurements and a trap opening for black calibration measurements. The instrument shoe fits snuggly in both positions.
  • Page 26: Calibration Procedure

    I N S T R U M E N T C A L I B R A T I O N Calibration Procedure A normal calibration procedure consists of one white measurement followed by one black measurement (two white and two black measurements are required if an aperture change is made).
  • Page 27 C H A P T E R T H R E E...
  • Page 28: Setting Instrument Configuration

    9 6 2 / 9 6 4 S P E C T R O P H O T O M E T E R Setting Instrument Configuration General Information Language Measure Options Color Options Database Tools 4-11 Hardware Setup 4-15 Main Menu Options 4-24 Load Factory Defaults...
  • Page 29: Measure Options

    C H A P T E R F O U R Measure Options The Measure Options configuration allows you to determine the following settings: • Store Samples – Allows you to enable (on) or disable (off) the measurement storage capabilities of the instrument. When set to “On”, measured samples are stored in the instrument database until manually deleted.
  • Page 30: Store Samples

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N Store Samples To select the store sample status: 1. Use the Tab keys $@ to highlight Store Samples M e a s u r e O p t i o n s S t o r e S a m p l e s i s O f f...
  • Page 31: Diff Disp

    C H A P T E R F O U R E d i t A v e r a g i n g # C L E A R ↓ ↑ Save & Exit 3. Use the Tab keys $@ to highlight the averaging ##. Press the Enter key # to access the alphanumeric editor.
  • Page 32: Active Functions

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N Data Display – Select Over White, Over Black, or Color at 100%. Set k1 and k2 –...
  • Page 33: Active Illum/Obs

    C H A P T E R F O U R C o l o r O p t i o n s A c t i v e F u n c t i o n s . . . A c t i v e I l l u m / O b s .
  • Page 34: Strength

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N O p a c i t y M e n u D a t a D i s p l a y : C o l o r S e t k 1 : 0 .
  • Page 35: Metamerism Index

    C H A P T E R F O U R S t r e n g t h O p t i o n s M e t h o d : T r i s t i m u l u s P r e d i c t e d i s 1 0 0 % Strength Method Selection...
  • Page 36: Δecmc Factors

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N 2. Use the Tab keys $@ to highlight the desired combination: A2 , A10 , etc.
  • Page 37: Shade Sort

    C H A P T E R F O U R ΔE94 Factors... L i g h t n e s s : 2 . 0 0 C h r o m a t i c i t y : 1 . 0 0 3.
  • Page 38: Factory Presets

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N • Clear all Tags – Allows you to clear all stored tags. •...
  • Page 39: Clear All Databases

    C H A P T E R F O U R Clear all Databases To clear database: 1. Use the Tab keys $@ to highlight Clear all Database D a t a b a s e T o o l s V i e w T a g s .
  • Page 40: Clear All Projects

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N Clear All Projects To clear all projects: 1. Use the Tab keys $@ to highlight Clear all Projects D a t a b a s e T o o l s ↑...
  • Page 41: Hardware Setup

    When set to Off, the instrument communicates normally. When set to 968, the instrument duplicates most 968 communication commands (including RCI version command response) allowing communication with older X-Rite software packages (QA-Master, Paint-Master, etc.) • Read Operation– Determines the method that is used to take a measurement.
  • Page 42 Configuration menu when Security is activated (on). Unit ID – This unique number identifies the instrument. This number cannot be changed. Error Log – Used by X-Rite’s Customer Support to identify where an error condition occurred in the instrument. To gain access to the Configuration menu if Security is enabled: 1.
  • Page 43: Serial Port

    C H A P T E R F O U R 3. When the main menu appears, release the Read key. The Configuration item appears in the main menu. NOTE: You must set the Security to Off if you want the Configuration item to automatically appear the next time you turn the instrument on.
  • Page 44 S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N Hand Shake Selection 1. Use the Tab keys $@ to highlight Hand Shake .
  • Page 45: Read Operation

    C H A P T E R F O U R Emulation Selection Emulation 1. Use the Tab keys $@ to highlight . Press the Enter # key to access the Emulation Mode editor. 2. Use the Tab keys $@ to highlight the desired emulation mode: Off or 968 .
  • Page 46: Power Down

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N CLEAR and pressing the Enter key # is a quick NOTE: Highlighting method to zero the value.
  • Page 47: Beeper

    C H A P T E R F O U R Beeper To access the Beeper Options: 1. Use the Tab keys $@ to highlight Beeper H a r d w a r e S e t t i n g s S e r i a l P o r t : 9 6 0 0 R e a d O p e r .
  • Page 48 S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N Date Setting 1. Use the Tab keys $@ to highlight Month and press the Enter # key to open the Set Month menu.
  • Page 49: Display

    C H A P T E R F O U R Display To access the Display Options: 1. Use the Tab keys $@ to highlight Display H a r d w a r e S e t t i n g s ↑...
  • Page 50: Main Menu Options

    S E T T I N G I N S T R U M E N T C O N F I G U R A T I O N Orientation Selection 1. Use the Tab keys $@ to highlight Orientation and press the Enter # key.
  • Page 51: Load Factory Defaults

    Off. Simultaneously press and hold the Tab Down key @ and Main Menu key ress the power switch to On. The X-Rite logo momentarily appears followed by Factory Defaults, Settings have been restored . Press the Enter # key to clear the message dialog.
  • Page 52: Instrument Operation

    QA, Strength, Opacity, or Analyze functions. Standards can also be downloaded to the instrument from an X-Rite software package, such as X-RiteColor® Master. Then, after sample measurements are performed, data is uploaded to the software package, where it is analyzed.
  • Page 53: Entering Standard Data

    Manual displays when data values are manually entered into the instrument using the alphanumeric editor. Download indicates that the standard data was downloaded to the instrument from an X-Rite software program, such as X-RiteColor® Master. To access the standard entry menu: Std Entry 1.
  • Page 54: S T A N D A R D

    I N S T R U M E N T O P E R A T I O N M O D E S Measuring a Standard Measure 1. Make sure appears in the upper left corner of the Manual appears, press the Enter key # to display.
  • Page 55: Entering Standard Name

    C H A P T E R F I V E 4. Use the Tab keys $ @ to highlight the desired color space attribute. Press the Enter key # to open Edit Color Data menu. 5. Use the Tab keys $@ to choose the desired digit (arrows above and below designate the selection).
  • Page 56: Setting Tolerance Limits

    I N S T R U M E N T O P E R A T I O N M O D E S E d i t S t a n d a r d : S t d E n t r y : M e a s u r e d S t d N a m e : T o l e r a n c e s .
  • Page 57 C H A P T E R F I V E E d i t S t a n d a r d : S t d E n t r y : E m p t y S t d N a m e : T o l e r a n c e s .
  • Page 58: Setting Shade Sort Options

    I N S T R U M E N T O P E R A T I O N M O D E S 10. When editing is completed, use the Tab keys $@ to highlight Save & Exit and press the Enter # key. 11.
  • Page 59 C H A P T E R F I V E To access the shade sort options menu: Shade Sort Opts... 1. Use the Tab keys $@ to highlight E d i t S t a n d a r d : S t d E n t r y : M e a s u r e d S t d N a m e : T o l e r a n c e s .
  • Page 60: Locking/Unlocking Standard

    I N S T R U M E N T O P E R A T I O N M O D E S Shade Sort Range Editing Range 1. Make sure appears in the upper left corner of the Size appears, press the Enter key # to toggle display.
  • Page 61 C H A P T E R F I V E E d i t S t a n d a r d : S t d E n t r y : M e a s u r e d S t d N a m e : T o l e r a n c e s .
  • Page 62: Projects

    I N S T R U M E N T O P E R A T I O N M O D E S Projects The projects function is used to access the View Project menu. From this menu, project names and standard links can be created and edited and new projects added.
  • Page 63: Assigning Standards To A Project

    C H A P T E R F I V E Assigning Standards to a Project The project standard field is used to assign standards that exist in the database to the selected project. Standards can be shared between projects. A total of 300 standards can be assigned to one project.
  • Page 64: Locking/Unlocking Project

    I N S T R U M E N T O P E R A T I O N M O D E S V i e w P r o j e c t : P r o j e c t S t a n d a r d s P r o j N a m e : P r o j L o c k : U n l o c k A d d N e w P r o j e c t...
  • Page 65: Add New Project

    C H A P T E R F I V E V i e w P r o j e c t : P r o j S t a n d a r d s P r o j N a m e : P r o j L o c k : U n l o c k e d A d d N e w P r o j e c t D e l e t e T h i s P r o j e c t...
  • Page 66: Qa (Quality Assurance)

    I N S T R U M E N T O P E R A T I O N M O D E S QA (Quality Assurance) The QA measurement function can be used in conjunction with an X-Rite quality assurance software package, such as X-RiteColor® Master program. Sample measurements are compared to stored standards and the results displayed. Stored measurement data can then be uploaded to the software program for further analysis.
  • Page 67: Selecting A Project

    C H A P T E R F I V E Selecting a Project The instrument defaults to Proj 1 until a project is downloaded or manually entered. When using multiple projects, you must select the correct location before measuring a sample. The auto standard function does not recognize standards across multiple projects.
  • Page 68: Pass/Fail Operation

    I N S T R U M E N T O P E R A T I O N M O D E S Pass/Fail Operation The Pass/Fail function displays PASS or FAIL for a sample on the instrument screen, based on the tolerances assigned to the standard. A “green”...
  • Page 69: Display Difference Indication

    C H A P T E R F I V E Shade Sort Out of Range Indication If an up arrow or a down arrow appears in the place of a shade sort number, this indicates that the number is out of range. The way the arrow is pointing indicates the failure direction.
  • Page 70 I N S T R U M E N T O P E R A T I O N M O D E S large amount of RAM for storing samples and standards. A combined total of more than 3,000 can be stored in the database.
  • Page 71: Measurement Averaging

    C H A P T E R F I V E Measurement Averaging When the averaging function is activated, all modes (except calibration) require multiple measurements per sample. The number of measurements is set in the instrument configuration. Measurements are typically taken at various locations on a sample to achieve average data values.
  • Page 72: Viewing The Reflectance Graph

    I N S T R U M E N T O P E R A T I O N M O D E S 3. Press the Enter # key to open the Tools menu. Selected sample T o o l s – S a m p l e 9 T r a n s m i t T h i s S a m p l e T r a n s m i t P r o j S a m p l e T r a n s m i t A l l S a m p l e s...
  • Page 73 C H A P T E R F I V E NOTE: When averaging is used, all measurements must be completed before the graph screen can be entered. Refl Graph Current point selected Sample curve 37.5 Standard curve 3. Repeatedly press the Tab Up key $ or Tab Down key @ to view the data in 10 nm increments, along the reflectance curve.
  • Page 74: Strength

    I N S T R U M E N T O P E R A T I O N M O D E S Strength The Strength function calculates the color strength of the measured sample compared to the current standard. Strength is calculated using the method selected in the instrument configuration (Apparent, Chromatic, or Tristimulus).
  • Page 75: Strength Measurement

    C H A P T E R F I V E Strength Measurement The Strength function displays the color strength of the measured sample. Difference data from the standard is also displayed if difference is activated in configuration. When strength is displayed for color at 100% or Strength @ Min ΔE, the difference values automatically recalculate.
  • Page 76: Opacity

    I N S T R U M E N T O P E R A T I O N M O D E S Opacity The Opacity function is used for making multiple measurement calculations to determine Contrast Ratio or Percent Opacity. Each measurement requires three readings (over-black, over- white, and a measurement of the white backing).
  • Page 77: Opacity Measurement

    C H A P T E R F I V E Opacity Measurement The Opacity function displays the percent opacity of a drawn down sample on an opacity card. Color difference data is also displayed if difference is activated in the configuration. To perform an opacity measurement: 1.
  • Page 78: Analyze

    I N S T R U M E N T O P E R A T I O N M O D E S Analyze The Analyze function allows you to compare sample measurements to stored standards. The resulting color data (actual and difference) is not stored in the instrument.
  • Page 79: Compare

    C H A P T E R F I V E Compare The Compare function is a quick method for comparing measurements without storing the data. After entering the mode, the first measurement is set as the standard and each measurement thereafter is compared to it.
  • Page 80: Run Job (964 Only)

    I N S T R U M E N T O P E R A T I O N M O D E S Run Job (964 only) The Run Job function is used to select a job sequence downloaded from X-RiteColor® Master software program. A typical job would display measurement prompts on the instrument screen.
  • Page 82: Service And General Maintenance

    Replacing the Battery Pack Repair Information ® The X-Rite 962 and 964 instruments are covered by a one- year limited warranty—excluding battery pack—and should be referred to factory or authorized service center for repairs within the warranty period. Attempts to make repairs within this time frame may void the warranty.
  • Page 83: Cleaning The Optics

    C H A P T E R S I X Cleaning the Optics The optics should be cleaned once a week in normal environments, and more often in dirty or dusty environments. Carefully lift the instrument and blow short bursts of clean, dry air into the measurement aperture.
  • Page 84: Replacing The Battery Pack

    I N S T R U M E N T O P E R A T I O N M O D E S Replacing the Battery Pack 1. Unplug the AC adapter and click the battery switch to Off. 2.
  • Page 85 C H A P T E R S I X...
  • Page 86: Appendices

    AC Adapter, Carrying Case Usage Indoor only Altitude 2000 m Pollution Degree Overvoltage Category II X-Rite reference standards are traceable to the National Institute of Standards and Technology through Munsell Color Science Laboratory RIT. Specifications and design subject to change without notice.
  • Page 87: Error Messages

    C H A P T E R S E V E N Error Messages Errors encountered during a measurement are displayed on the instrument screen. All errors are accompanied by a long beep and flashing yellow light. The error message is cleared from the instrument screen by pressing the Enter key # .
  • Page 88: Parts List (962)

    A P P E N D I C E S Parts List (962) Parts List (964)
  • Page 89: Packaging (962)

    C H A P T E R S E V E N Packaging (962)
  • Page 90: Packaging (964)

    A P P E N D I C E S Packaging (964)
  • Page 91: Changing The Aperture

    Changing the Aperture NOTE: The 964 instrument includes all three apertures. The instrument was designed to allow you to quickly change the aperture and target window. X-Rite provides three aperture sizes especially designed for the instrument. Available sizes: 4mm, 8mm and 16mm.
  • Page 92 A P P E N D I C E S Sensor Nose Aperture Wrench Aperture Optics Bottom Housing Target Window Shoe...
  • Page 93: Calibration Menu

    C H A P T E R S E V E N Changing the Aperture Setting 1. At the Main Menu, use the Tab Up $ or Tab Down @ key to Calibrate . Press the Enter key # to access the highlight Calibration Menu.
  • Page 94 Fax (+41) 44 842 22 22 Corporate Headquarters - Asia Room 808-810 Kornhill Metro Tower, 1 Kornhill Road Quarry Bay, Hong Kong Phone (+852) 2 568 6283 Fax (+852) 2 885 8610 Please visit www.xrite.com for a local office near you. P/N 962-500 Rev. E...

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