BEI Engineering Resources for Motion Control Systems

Engineering Resources for Motion Control Systems















Insider's Guide: What You Should Know about Rotary Encoders

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Ever wondered what features really matter when choosing a rotary optical encoder? This Insider’s Guide shows you the ins and outs of encoder design and what design and specification areas are most important.


  Shafts   Covers / Connectors Insider's Guide PDF  2 pgs, 85k
 

Shaft Seals

  Bearings
  Optics / Electronics   Environmental & Operational Specifications

hollow-shaft rotary encoder

Shafts

Shafts transmit the rotational movement of the device to be monitored into the encoder either directly (hollow-shaft style encoders) or through a flexible coupling (Shafted style of encoders)

Inside tip: Look for corrosion resistant shafts and a low TIR (Total Indicated Runout), generally 0.001" or less.


hollow-shaft style encoders flexible coupling rotational movement corrosion resistant shaft

shaft rotary encoder

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hollow-shaft encoder seals

Shaft Seals

Without a shaft seal, the bearings and optical path would be subject to contamination due to dust, dirt and moisture in the environment.

Inside tip: A lubricated rotating lip seal provides the best overall environmental protection over the life of the encoder.


shaft seal bearings optical path lubricated rotation lip seal environmental shaft seal

shaft encoder seals

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hollow-shaft encoder optics

Optics / Electronics

The optics assembly, in conjunction with the electronics, generates a variable amplitude analog signal from the rotation of the code disc and translates it into a digital pulse stream for use by a controller or counter.

Inside tip: Electronically centered discs are accurate to better than ±1/40th of a cycle.


optics assembly variable amplitude analog signal rotation code disc digital pulse stream

shaft encoder optics

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hollow-shaft encoder cover

Covers / Connectors

Covers provide mechanical protection for the internal components of the encoder and seal it against dust and moisture intrusion. Connectors carry the signal through the cover of the encoder body while maintaining environmental protection.

Inside tip: All points of entry, including cover screw holes, should be O-ring sealed for the best environmental protection.


encoders mechanical internal components environmental protection connectors signal

shaft encoder cover

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hollow-shaft encoder bearings

Bearings

Bearings, along with the shaft (or shaft tube in the case of a hollow-shaft style of encoder) combine to provide a stable rotational platform which carries the code disc.

Inside tip: The most accurate encoders use dual preloaded bearing assemblies.


encoders mechanical bearings assemblies shaft hollow-shaft encoder rotational code disc

shaft encoder bearings

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rotray hollow-shaft encoder specs

Environmental & Operational Specifications

The environmental and operational specifications establish the environment under which the manufacturer feels it is prudent to operate the encoder.

Inside tip: Check bearing and temperature ratings carefully. There is no specification standard in the encoder community for these items and if they are critical to your application, you will want to be sure of what you are getting.


encoders mechanical bearings environmental temperature ratings operational specification

rotary shaft encoder specs

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Shafts    |    Shaft Seals    |    Optics    |    Covers    |    Bearings    |    Environmental Specs


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