Reference-state transfer in overlap normalization (source code)

= Reference-state transfer in overlap normalization

\b[Reference-state transfer in overlap normalization] uses a known optical state to estimate a state-dependent instrumental offset, then transfers that correction to the specimen measurement. Its central assumption is that the relevant state-gain ratio remains applicable between the reference and specimen. Repeatability of the reference alone does not establish transfer.

Let $u=\log\rho$, $h=\log q>0$ and
$$
D_h(u)=-4\operatorname{artanh}(\tanh u\tanh h).
$$
Suppose specimen and reference observations satisfy
$$
D_S=D_h(u_S)+\delta_S,\qquad
D_R=D_h(u_R)+\delta_R.
$$
With known reference state $u_R$, the corrected specimen log-ratio is
$$
D_C=D_S-D_R+D_h(u_R)
=D_h(u_S)+\delta_S-\delta_R.
$$
The residual is exactly the failure of the instrumental offset to transfer. Acquisition order can address time drift, but cannot by itself prove $\delta_S=\delta_R$.

An original matched-state example has $u_S=u_R=0$ and $q=2$. If the specimen's state-gain ratio differs from the reference's by $e^{0.02}$, the corrected ratio still contains 0.02. Ignoring that residual gives an inferred radius ratio approximately 0.9917 instead of one. Repeating both measurements can reduce independent scatter while preserving that systematic offset.

Reference uncertainty must also propagate. Near a matched reference, $D_h'(0)=-4\tanh h$. For $q=2$, its magnitude is 2.4. A standard uncertainty 0.01 in the reference log-radius therefore contributes 0.024 to the corrected log-ratio before combining other errors. If the same reference estimate corrects many specimens, this uncertainty is shared; it does not become independent for each specimen. The GUM explicitly retains <covariance> from common references.<Guide to the expression of uncertainty in measurement by JCGM>[§5.2.2, Eq. 13, and §5.2.4]{ref}

<Operating-point transfer of an overlap reference> requires checking the variables capable of changing the state response: optical power, detector bias, electronic range, frequency and illumination. A useful proposed test brackets specimen readings with reference readings and repeats the reference at several operating powers. A trend then tests a transfer assumption; an unchanged reference at only one power leaves power-dependent transfer untested.

NIST's receiver apparatus controls spatial mode and polarization with a polarizer and single-mode-fibre coupling, while separately calibrating the electrical response.<Frequency response metrology for high-speed optical receivers by Paul D. Hale and others>[PDF p. 1, Heterodyne measurements]{ref} A reference must preserve the relevant optical and electrical conditions, or the analysis must model their differences. The transfer calculation above is an original diagnostic construction, not a claimed NIST protocol.