BEI Engineering Resources for Motion Control Systems

Engineering Resources for Motion Control Systems















 

 

 

 

 

 

 

Optical Encoder Design and Operation

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This popular guide is a real “best seller” and has even been used as a teaching tool for classes in industrial automation. You can download a PDF and keep it as your own personal study guide.

  Incremental Encoders   Belt or Conveyor
  Absolute Encoders   Linear Actuator
  Count Multiplication   Encoders & Extreme Environments
  Measuring Wheel   Special Notes
  Linear Position with N/C Display  

Encoder Design Guide  (8 pgs/247k)


Incremental Encoders

The incremental encoder creates a series of square waves. The number of square waves can be made to correspond to the mechanical increment required. For example, to divide a shaft revolution into 1000 parts, an encoder could be selected to supply 1000 square wave cycles per revolution. By using a counter to count those cycles we could tell how far the shaft rotated. 100 counts would equal 36 degrees, 150 counts 54 degrees, etc. The number of cycles per revolution is limited by physical line spacing and quality of light transmission.

We provide incremental resolutions up to 288,000 counts per turn through a combination of direct read on the code disc and various multiplication techniques (see Count Multiplication below).

Generally, incremental encoders provide more resolution at a lower cost than their absolute encoder cousins. They also have a simpler interface because they have fewer output lines. Typically, an incremental encoder would have 4 lines: 2 quadrature (A & B) signals, and power and ground lines.

A 12 bit absolute encoder, by contrast, would require 12 output wires plus a power and ground line.


Absolute Encoders

An absolute encoder provides a “whole word” output with a unique code pattern representing each position. This code is derived from independent tracks on the encoder disc corresponding to individual photodetectors. The output from these detectors would then be HI or LO depending on the code disc pattern for that particular position.

Absolute encoders are used in applications where a device is inactive for long periods of time or moves at a slow rate, such as flood gate control, telescopes, cranes, valves, etc.

8 bit absolute encoder

8 Bit Absolute Disc

absolute encoder light pattern

optical-encoders.


Any Questions?

Call 1-800-ENCODER and ask for
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Count Multiplication

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Incremental encoders are often supplied with two channels (A & B) that are offset from one another by 1/4 of a cycle (90 degrees). This type of signal is referred to as quadrature and allows the user to determine not only the speed of rotation but its direction as well. By examining the phase relationship between the A and B channels, one can determine if the encoder is turning clockwise (B leads A) or counterclockwise (A leads B).

Many counter and controller manufacturers include a quadrature detection circuit as part of their electronics. This allows the use of a two-channel quadrature input without further conditioning.

With quadrature detection we have the ability to derive 1X, 2X or 4X the basic code disc resolution. 10,000 counts per turn can be generated from a 2500 cycle, two-channel encoder by detecting the Up and Down transitions on both the A and B channels. With a quality disc and properly phased encoder, this 4X signal will be accurate to better than 1/2 count.

Another type of count multiplication, interpolation, can be used to electronically subdivide the base resolution. Interpolation is achieved through the use of internal electronics and results in improved resolution. This interpolated signal can be further multiplied through the quadrature detection method mentioned above. Interpolative multipliers of 2, 4, 5,10 and 20 are readily available.

Measuring Wheel

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Model Number: H25D-SS-2400-A-4469-SM16

Purpose
To measure distance travelled for a cut-to-length operation

measuring wheel application

Parameters
Speed of Travel:   25 feet per minute
Measuring Wheel Circumference:   12 inches
Desired Resolution:   0.005 inches
Uni-directional measurement only
Manufacturing plant environment, very dusty
50 foot electrical cable run to controller
Integrate to programmable controller
12V power supply available
Resolution Required:   12/0.005 = 2400 cycles per turn
Output Frequency:   25 rpm x 2400/60 = 1000Hz

Encoder Specification
Heavy Duty   H25
Square flange mount   D
Shaft Seal   SS
Cycles per Turn   2400
Channels   A
Output IC   4469 (operates from 5-15 Volts)
Termination   SM16 (7 pin, side exit)

Linear Position with N/C Display

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Model Number: H20DB-25-SS-500-ABZ-7272-SM16-24V

Purpose
To encode the position of a work table through a ball screw

linear position

Parameters
Rotational Speed:   500 RPM
Pitch:   1/4
Total travel:   20 inches
Desired resolution:   0.0005 inches
20 foot cable run to counter
Oil mist environment
Overtravel protection required
5V power supply available
Resolution required = Pitch/resolution = (0.25/0.0005) = 500 cycles per turn
Output Frequency = 500 X 500 / 60 = 4167 Hz

Encoder Specifications

Heavy Duty

 

H20

Square flange mount

 

D

Pilot (to accept seal)

 

B

Shaft Diameter

 

25 (0.25” nominal)

Shaft Seal

 

SS (protection from oil mist)

Cycles per Turn 500

 

Channels AB

Index

 

Z (generates home pulse with microswitch at end of travel)

Output

 

IC 7272 (operates from 5-24 Volts)

Termination

 

SM16 (7 pin, side exit)

Input Voltage

 

5-24V

Belt or Conveyor

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Model Number: H25D-SS-6285-T5-ABC-4469-SM18

Purpose
To determine relative position, direction and speed of travel in a bi-directional conveyor belt

conveyor belt

Parameters
Conveyor Speed:   100 feet per minute maximum
Desired resolution:   0.002 inches
Diameter of Conveyor belt drum:   4 inches
Manufacturing plant:   Dust and dirt
100 foot cable run to controller
Programmable controller with high speed counter module requiring 12 volt differential line rivers.
12 Volt power supply
Drum speed = (12 in/ft)(feet/min)/(PI X Diam) = (12 X 100)/(PI X 4) = 95.5 RPM
Resolution required = (4 X PI)/(0.002) = 6283 cycles per turn
Use the T5 interpolate feature:6283/5=1256.6 base resolution, use 1257
Frequency output = 6285 X 95.5 / 60 = 10,004 Hz

Encoder Specifications
Heavy Duty   H25
Square flange mount   D
Shaft Seal   SS
Cycles per Turn   6285-T5
Channels   AB
Complements   C (for differential line driver)
Output IC   4469 (operates from 5-15 Volts)
Termination   SM18 (10 pin, side mount)

Linear Actuator

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Model Number: H25D-SS-10,000-T4-AB-7272-SCS120

Purpose
To encode the position and velocity of a rack and pinion.

encoder linear actuator

Parameters
40 Tooth 1/20 pitch = 2 inches per turn
20 inch stroke
Maximum linear velocity = 10 inches per second
0.0002 inch resolution
Oil spray
10 foot cable length
24 Volt power supply
Resolution required = 2 inches per turn/0.0002 inches = 10,000 cycles per turn
Use 2500 base cycles per turn with T4 interpolate for 10,000 cycles per turn
Maximum frequency output = 10,000 cycles per turn X 10 inches/sec X 1 turn/2inches = 50,000 Hz

Encoder Specifications
Heavy Duty   H25
Square flange mount   D
Shaft Seal   SS (protection from oil mist)
Cycles per Turn   10,000-T4
Channels   AB
Output IC   7272 (operates 5-24 Volts)
Termination   SCS120 (side exit with cable seal, 120 inches long–uses shielded/jacketed cable)

Encoders and Extreme Environments 
Hazardous Area Guide (2 pgs/134k)

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Encoder Quality
Industrial Encoders are available for use over a wide range of environmental conditions. A large variety of designs allows the user to customize an encoder to his requirements. This also allows the specifying engineer to select only the options needed without incurring unnecessary additional costs.

There are a number of factors that must be considered to ensure reliable, consistent encoder operation in industrial applications. In particular, the encoder must have a high degree of mechanical and electrical stability. In order to achieve this stability the encoder must have a solid foundation. The encoder disc, shaft and bearings must be of the highest quality to assure the ultimate accuracy of the device. (see Insider's Guide)

environmental encoders

Encoders intended for use in harsh or hazardous environs can be subjected to many optional tests to ensure they will perform as specified.

The encoder disc interrupts the light as the encoder shaft is rotated, and it is the code pattern etched on the disc which is primarily responsible for the accuracy of the electrical signal generated by the encoder. Should the disc pattern be inaccurate, the resulting signal will reflect that inaccuracy.

BEI has been a world leader in the development of sophisticated, accurate divided circle machines. These machines are capable of accuracies in the sub arc second range. Originally intended for the military and aerospace industries, this quality is automatically incorporated into the industrial products.

The shaft and bearings maintain accurate rotation of the disc and help to eliminate such errors as wobble and eccentricity which would be translated into position errors. The encoder disc must be carefully mounted to avoid eccentricity as the pattern is read. Such eccentricity can cause inaccuracies in the encoder output that will not be apparent to the user during electrical testing but will cause false position information.

In order to eliminate eccentricity errors, BEI has developed electronic centering fixtures capable of centering accuracies up to 40 millionths of an inch.

When selecting an optical encoder for the industrial environment, the following areas may be considered:

Heavy Loads
In applications utilizing gears or drive belts, excessive radial (side) loading on the shaft can shorten bearing life. Therefore, encoders should be specified in accordance with the anticipated side loading. Typical maximum loads for industrial encoders are 5, 40, and 100 lbs. Ultra heavy duty encoders are available to withstand heavier loads as well as shocks of up to 200g’s.

Corrosive or Washdown
Aluminum encoder housings with a chemical film coating (ex.: Iridite or Alodine) finish are sufficient for most applications. However, if the encoder is intended for operation in a corrosive environment, a hard anodize finish with a dichromate seal should be considered. For food or medical grade applications where a washdown may occur, an electroless nickel coating may be required.

Temperature Extremes
The temperature specification of the selected encoder must be consistent with the application. 0-70 degrees Celsius is the standard operating temperature on BEI’s industrial encoders. Extended temperature testing from -55 to +105 degrees Celsius is available. (see Note 8)

Hazardous Environments
Your application may require a special certification, such as explosion proof. Testing for this certification determines that if certain flammable gases infiltrate the encoder housing and are ignited by the internal electronics, the resulting flame or explosion is not able to escape from the housing and ignite the surrounding atmosphere. Specially designed encoders are available that meet the appropriate specification (NEMA Class 1, Group D, Division 1, and NEMA Class 2, Group E, F, & G, Division 1). Intrinsically safe encoders are also available.

industrial encoders

Industrial environments can really test the integrity of a mechanical design. The encoders shown here have just undergone a leak test in order to ensure that they are properly sealed against wet environments.


Wet or Dirty Environments
If your application requires operation in a liquid or dusty environment, the encoder must be selected accordingly. Adequate sealing is a “must” to ensure against contamination from liquids or dust, particularly through the shaft/bearing assembly. Contaminants that infiltrate the shaft bearing can rapidly degrade encoder performance; they may also work their way to the encoder interior where they can disrupt the optical components or damage the circuit board. A shaft seal is recommended in general, and must be used in applications where liquids are present. If liquid exposure is expected, the user should request a leak test.

Electrically Noisy Environments
The increasing use of controllers and microprocessors has resulted in industrial environments that are rich in a variety of electrical signals that can create Electromagnetic Interference (EMI). Some protection can be afforded by the use of shielded cable, especially in conjunction with the use of twisted pair conductors. When this type of cable is used with an encoder and its complements and a differential line receiver, a significant improvement in noise immunity can be realized.

Special Notes

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Installation
Even with the appropriate package, shaft, bearings, and disc, the user must exercise care to avoid undue shock and abuse. In particular, the bearings or code disc can be damaged if the encoder is dropped or a pulley is hammered on the shaft. The typical shock and vibration specification for an industrial encoder is a 50g shock for 11 msec, as well as a vibration of 20g’s from 2 to 2000 Hz.

Mechanical Protection
To adequately protect the optical and electronic components from exposure to the environment, encoder case thickness should be consistent with the severity of expected abuse. In applications where the housing may be struck by tools or debris, a cast housing or protective shroud should be considered.

 



Any Questions?

Call 1-800-ENCODER and ask for
"Applications Assistance"
Incremental Encoders   Belt or Conveyor
Absolute Encoders   Linear Actuator
Count Multiplication   Encoders & Extreme Environments
Measuring Wheel   Special Notes
Linear Position with N/C Display  

PDF format  (8 pgs/247k)



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