Buying a New Electron Microscope – A Users Guide



 

As part of the consultancy side of Protrain's business we purchase scanning and transmission electron microscopes for our clients.  This means we are buying instruments regularly and are therefore probably one of the few “professional” electron microscope purchasing organisations?

In our team we have staff who have worked for most of the electron microscope manufacturers, as demonstrators and/or application specialists.  We have seen the purchase game from both sides and of course try to use this to our client’s advantage.  Unlike the average microscopist, who probably only ever buys two instruments in their whole career, we have over the years formulated a purchase plan, a purchasing criteria that we apply to each purchasing project.  In our position we are unable to buy from the nicest salesman, or the normal "gut" feeling, we must be absolutely certain that we are purchasing the best instrument for our client’s applications.  For us the best instrument may only be the one that produces the best results across the client’s range of materials, this we can measure, you cannot measure gut feelings!

So you are going to buy a new instrument, either the money is available or you know it will be available on a set date, what should you do first?  Well, make contact with ALL the manufacturers, forget just talking to your favorite salesman, forget missing out those of whom you have had no knowledge, you must contact everyone.  Particularly in the SEM field there are some new names and there are some interesting new products, missing out those instruments of which you have not heard is bad practice.

Whilst you are waiting for the data you need to conduct a survey of all those who will be involved with the new instrument.  Do not forget those who may be involved with the instrument in the future provided the appropriate accessories are purchased.  If a number of departments are involved it is very important to view the requirements on a level footing.  In our experience the people placed in charge of a purchase always have a bias towards their own work and the resulting purchase may often be too constraining for others.  This is an area where as consultants we have some of our greatest problems.  Everyone feels that they should be buying the instrument, everyone feels that their project is the most important, almost everyone becomes blinkered to their own requirements.  In truth we have found that only a totally independent person will be able to correctly access all the users applications and essential requirements across the predicted application spectrum.

It is a good idea to develop a “desirability assessment”.  In the assessment each requirement or feature is listed and given a mark out of 10, this will be used to determine suitable test specimens and in the final analysis of each demonstration’s results.  For example, in a SEM high resolution at low kV may be very important for all of the client’s applications; it therefore has an assessment value of 10.  Whilst in the same purchase a totally eucentric stage, which is not required by many of the clients, could have an assessment value of 3.  In the final analysis an instrument that had a brilliant eucentric stage, 10 out of 10, would only total 30 points (assessment value 3 multiplied by performance 10).  But the same instrument in an important area like low kV may not perform well with a 20 points total (assessment value 10 multiplied by performance 2).  To some of you this may seem over complicated but if you intend to purchase THE best instrument for all concerned you need a calculation that sets client requirement against actual performance.

One of the most difficult areas of a purchase is having enough knowledge about the new instrument features to enable you to understand the benefits that they may bring.  One client was looking at field emission SEM using sample preparation and operating techniques that we thought were rather old fashioned even for the Cambridge 200 that they were replacing!  It is almost worth while going to a preliminary demo to see just what a new style instrument may offer you, then to carry out your user survey?  If you do have a respected consultant in your area it is well worth investing in their time to bring yourself up to date and, if the budget could afford, put the load on the consultant.  Often the greatest advantage of taking on a consultant is that they should keep the manufacturer’s sales staff off your back!

Once you have collected ALL the brochures and prices form a view of the facilities that could be made available in your price range.  If you do not understand any features ASK the salesman.  Check your “desirability assessment” and update it if required after discussion with the clients.  Your “desirability assessment” is now your purchase specification.  Look at the price ranges offered and target the possible instruments and the instruments that are just a little “too expensive”, that may be your bonus in a bargaining situation.  Do not forget to take into account those accessories that will be essential to fulfilling your “desirability assessment”, some may be pretty expensive even packaged with a new instrument?

Now for another difficult area, preparing for the demonstration.  The selection of specimens should be made with great care and based upon the “desirability assessment” using the higher pointed features.  One always must have in mind that the new purchase when installed may not perform as well as the demonstration instrument.  The results obtained at a demonstration must be absolutely reliable, because they should be the most important factor when determining which instrument is to be purchased.  You must have high quality data that if the new installation does not perform as well as the demonstration instrument you are able to display the differences; then the instrument must be fixed or replaced!  That is the stance that we take as consultants, however, we see too many people pussyfoot around the problem and they end up living with a duff instrument; to use a few English expressions.  The results that you obtain must truly relate one instrument to another which means the specimens selected must of a type that will allow multiple preparations with identical features.  It is incorrect to use the same specimen in each instrument, as contamination will always have an affect, at best slightly softening an image at worst totally obliterating it!  Do not produce too many specimens for each demonstration.  We have found that three carefully selected specimens are best with a fourth, in our case a resolution test specimen, to use as a tiebreaker.  The fourth specimen is used in the final analysis only if there is a tie.  Here we work on the principle that if all other things are equal you are better off buying the microscope with the best resolution!

It is important to realise that the specimen chamber of a SEM, the specimen-detector geometry, determines what we will see.  For this reason you will find that one instrument will carry out a particular task better than any other in the price range; you need test specimens that will sort this out for you.  If you have a multi instrument SEM laboratory we always feel that it is a good idea to have instruments from different manufacturers opening up the laboratory for optimising a wider range of applications.  There will be those that will argue that common manufacturers mean common operating procedures and common service engineers resulting in lower operating costs.  Whilst this is true and very much the direction that many teaching establishments take, our experiences dictate that you aim at the instrument that will out perform the others with your application.  It is our experience in industrial applications that the result is what maters, not the cost of getting to the result!  Of course different chamber designs from the same manufacturer could overcome this problem?

Transmission electron microscopes all follow exactly the same imaging criteria so the only real differences model to model will relate to the contrast levels, operating procedures and the accessories available.  In the TEM case the feel of the instrument, its driveability, will have a considerable influence upon the purchase 

Once specimens have been selected that will test the instrument over the range required for the applications envisaged by the client, a demonstration procedure should be set down.  List each specimen to be used, the accelerating voltage or voltages, the magnifications desired and any information that would be useful for the demonstrator to have in order to get the best from your specimen.  Decide how you intend to handle the demonstration before you set off.  You must make sure that each demonstration follows exactly the same path or you could confuse the final results.  For example a TEM or SEM with an oil filled tank will take longer to stabilise than one with a gas filled high voltage tank, therefore high resolution tests made at the end of a demonstration should be superior to those made at the beginning of a demonstration.  Write to each manufacturer and tell them the type of specimen that you will be using and the demonstration procedures that you wish to follow.

As a demonstrator there are several categories of customer and if you wish to get the best from the demonstrator and therefore the best from your demonstration you should not fall into one of the “bad customer” categories.  Just what can happen?  Well the client arrives with dozens of specimens and expects you to complete their current project for them.  Or the client gives you the specimen that they clearly know nothing about; it becomes quite plain that this is the first time he/she has ever looked at it!  Then there is the clever client who tells you nothing about the specimen expecting the demonstrator to learn in one day what the client has taken 20 years to discover, there is a battle to determine if the demonstrator is as clever as the client; crazy?  On the other hand there is no point the demonstrator taking up a hunk of the demonstration showing us their favorite specimen.  Or for the demonstrator to go through the complete TEM alignment procedure because they think it is really exciting; does anyone buy a particular TEM because it is easy to align, what about its performance on a specimen?  Be very wary if, when presenting the demonstrator with a specimen, you are suddenly whisked off to have a cup of coffee; stay with the demonstration ALL the time.  Do not leave specimens to be photographed whilst you are away at lunch and do not leave specimens behind to be photographed later.  You must be absolutely certain the results you obtain are from the instrument that you intend to purchase.  Results from another model, because the desired accessory was on the other model, are not good enough to make the correct purchasing decision.

On demo day you must be strong because YOU are the important person and it is in YOUR interest that the demo follows YOUR schedule.  Be prepared to give the demonstrator about 90 minutes to show you over the instrument.  In that period you will become more familiar with each others approach and develop an understanding in readiness for the really important area of the demonstration; the microscopy!  Make it clear when you hand over a test specimen to the demonstrator that you wish them to follow the operating procedures that YOU have set down.  Time each operating sequence to its conclusion but only when you have explained exactly what you want from the test specimen, so that the demonstrator is in no doubt in relation to the task or tasks that they must perform.  We need to know how long someone experienced in the operation of the instrument will take to obtain a good result under particular conditions.  It is no good buying the best instrument in the world, where its procedure is very slow, if the results could be obtained much more quickly on another instrument with little loss in performance.  Once your laid down procedure is complete, work with the demonstrator to see if they have alternative procedures that may bring even more from your test specimens; give them a chance to use facilities on the instrument that your test may not have considered.  At all times during the demonstration give the demonstrator the benefit of your knowledge of the test specimen.  They will be very suspicious of you at first because most clients do not help at all!  Gradually as you gain their confidence everyone will relax and you will have an even better demo.  Throughout the demo it is most important that your standard tests are complete, never stray from your pre determined path for too long, you need that standard data!

This type of demonstration procedure being so strict in itself will tell you about an instrument even before you compare results.  We have an example where one client had demonstrations of the same procedures at three instrument manufacturers.  One demonstration was only completed after seven hours on site.  The second demonstration was complete in six hours whilst the third we had all our results just after lunch.  Which one would you purchase?

The final steps in the purchase procedure are no easier than the others.  Lay out all the photographs from each manufacturer in lines that relate to the specific procedures used.  Find the best micrograph in each section and give it 10 points, then relate the other micrographs of the same subject under the same conditions with points appropriate to their quality.  Then look at the time taken for each result and give the fastest time 10 points and the slower times points related to their duration (10 X fastest time divided by slower time).  Add each manufacturers picture points together and multiply by the points given for time taken, thus having a point score for each group of micrographs.  Take the scores and divide them by the maximum points for that test, therefore converting the points into a percentage value.  This action brings each test to the same level not matter how many micrographs made up the test.  Once this figure has been attained for each test multiply them by your “desirability assessment”.  The final action is to set out the points for each manufacturer.  Look back at the results again to see if you have made a glaring mistake and if not the top points scorer should be your selection.  Use the tie break specimen if you have to!

Now there will be areas important to the selection of an instrument that do not relate to the demonstration.  How close is the nearest service engineer, what is the company reputation in your area, it may be a question of will your favorite engineer be able to service this equipment?  Set down how important this is and assign points in a similar fashion to the “desirability assessment”.  As consultants we are forced to go for the instrument that performs the best, not the one with the best service engineer.  Contrary to popular myth microscopes are microscopes and if man built them man may service them; ask the non-manufacturer service engineers how they survive?  Sure there are the odd complications but if you want a high performing instrument you want the best, there may have to be some other sacrifices.  If you are just interested in using a SEM as a super light microscope you may just as well go for the one that provided you with the best lunch.  If you wish to sort out the true best performer we see our “desirability assessment” as the only way

Finally you need to make the purchase, haggle, then haggle then haggle.  The manufacturer wants your order, you are in control, go for the very best deal you can get!  Be tough and you will be pleasantly surprised at just what you can squeeze out of the manufacturer.  However if you bleed them dry do not be upset if their warranty service is not up to the standards you may expect, there is a balance!  Happy hunting.

Example

An actual middle range SEM purchase

Part 1 – the desirability assessment with areas chosen for evaluation with a test specimen

Low kV performance                                       rating   10        Used for Specimen 1

A variable bias control                                     rating   8          Tested by Specimen 1 & 2

40kV for backscatter                                       rating   3          Tested by Specimen 2

An externally variable final aperture                   rating   3          Tested by Specimen 3

Backscatter facilities                                       rating   10        Used for Specimen 2

Digital & Photographic Imaging                         rating   8          All

A simple operating procedure                          rating   5          All – (take the times)

Stereo Imaging eucentric stage                       rating   5          Tested by Specimen 3

Large specimen capability                              rating   7          Used for Specimen 3

                       

Part 2 – Test Specimens and Part 3 Results

                                                Instrument A                Instrument B               Instrument C

Test specimen 1(Possible Points 30 x time factor = 300)

5kV performance

5,000X                                                 7                                  10                                5         

15,000X                                               8                                  10                                7         

50,000X                                               10                                8                                  7         

Time                                                    35 min                         29 min                         32 min

Time Factor    29/? X 10                     8.3                               10                                9

Test Total Including time factor          208pts                         280pts                         171pts

Percentage Value                               69                                93                                57

 

Test specimen 2 Backscatter (Possible Points 120 x time factor = 1200)

At 40, 30, 10, 5kV                                   

500X                                                    0 10 10 8                     0 6 8 10                       10 8 6 4

1,500X                                                 0 10 10 8                     0 8 8 10                       10 8 6 4

5,000X                                                 0 7 7 7                         0 5 10 10                     10 10 6 3

Time                                                    65 min                         70 min                         80 min

Time Factor    65/? X 10                     10                                9.2                               8.1

Test Total Including time factor          770pts                         690pts                         689pts

Percentage Value                               64                                58                                57

Desirability Areas                                Fixed bias                    Variable                       Fixed Bias

                                                            SS BSE                       Scintillator                   SS BSE

 

Test specimen 3

Large Specimen and Ease of Stereo 10kV(Possible Points 30 x time factor = 300)

500X 15mm                                        8                                  7                                  10       

500X 20mm                                        8                                  8                                  10       

500X 30mm                                        7                                  7                                  10       

Time                                                    39 min                         50 min                         41 min

Time Factor    39/? X 10                     10                                7.8                               9.5

Test Total Including time factor          230pts                         172pts                         285pts

Percentage Value                               77                                57                                95

Desirability Areas                                eucentric                     not eucentric               eucentric

 

Test specimen 4

Best resolution SE (Possible Points 10 x time factor = 100)

100,000X 15kV 5mm WD                   8                                  10                                7         

Time                                                    21 min                         18 min                         19 min

Time Factor    18/? X 10                     8.6                               10                                9.5

Test Total Including time factor

and Percentage Value                        69pts                           100pts                         67pts

 

The Calculations

 

Take the total points earned by each instrument with each test specimen multiply this by the appropriate time factor.  Take the absolute maximum points total for each test specimen and divide this into the points gained X 100 to obtain a % points figure; this balances the weight of each test specimen, making each test equal in importance.  Multiply each of these figures by the appropriate “desirability assessment” figure.  Add together all these totals plus the points awarded for feature not used within the four test specimens.

The results for our three instrument example-

 

Instrument A                Instrument B               Instrument C

 

Test specimen 1 – testing low kV performance and ease of operation

Percentage Value                               69                                93                                57

Desirability Rating 10                          690                              930                              570

 

Test specimen 2 – testing backscatter performance and ease of kV change

Percentage Value                               64                                58                                57

Desirability Rating 10                          640                              580                              570

 

Test specimen 3 – testing ease of stage movement with a large specimen

Percentage Value                               77                                57                                95

Desirability Rating 7                            539                              399                              665

 

Test specimen 4 – tie break specimen – not required

Totals

1869                            1909                            1850

 

We purchased instrument B for the client.