No abstract

Optical linear encoders are widely used in manufacturing. They are accurate and have a relatively high resolution and good repeatability. However, there are a lot of side effects, which have an inevitable impact on the performance of an encoder. In general, the majority of these effects could be minimized by the appropriate design of an encoder’s reading head. This paper discusses the working principle of and commonly occurring errors in optical linear encoders. Three different mechanical designs are developed and implemented in the experimental reading head of the linear encoder in order to evaluate how mechanical construction influences the displacement measurement accuracy and total performance of the encoder.

Linear displacement measuring systems, like optical encoders, are widely used in various precise positioning applications to form a full closed-loop control system. Thus, the performance of the machine and the quality of its technological process are highly dependent on the accuracy of the linear encoder used. Thermoelastic deformation caused by a various thermal sources and the changing ambient temperature are important factors that introduce errors in an encoder reading. This work presents an experimental realization of the real-time geometric and thermal error compensation of the optical linear encoder. The implemented compensation model is based on the approximation of the tested encoder error by a simple parametric function and calculation of a linear nature error component according to an ambient temperature variation. The calculation of a two-dimensional compensation function and the real-time correction of the investigated linear encoder position readings are realized by using a field programmable gate array (FPGA) computing platform. The results of the performed experimental research verified that the final positioning error could be reduced up to 98%.

Optical encoders are widely used in applications requiring precise displacement measurement and fluent motion control. To reach high positioning accuracy and repeatability, and to create a more stable speed-control loop, essential attention must be directed to the subdivisional error (SDE) of the used encoder. This error influences the interpolation process and restricts the ability to achieve a high resolution. The SDE could be caused by various factors, such as the particular design of the reading head and the optical scanning principle, quality of the measuring scale, any kind of relative orientation changes between the optical components caused by mechanical vibrations or deformations, or scanning speed. If the distorted analog signals are not corrected before interpolation, it is very important to know the limitations of the used encoder. The methodology described in this paper could be used to determine the magnitude of an SDE and its trend. This method is based on a constant-speed test and does not require high-accuracy reference. The performed experimental investigation of the standard optical linear encoder SDE under different scanning speeds revealed the linear relationship between the tested encoder’s traversing velocity and the error value. A more detailed investigation of the obtained results was done on the basis of fast Fourier transformation (FFT) to understand the physical nature of the SDE, and to consider how to improve the performance of the encoder.

Mechanical vibrations are probably inevitable and occur in more or less all machine tools and other technological equipment. In case the linear encoder is used for moveable parts positioning in such machines, vibrations could cause additional errors. This paper investigates the dynamic behavior of the optical linear encoder under mechanical vibrations. Potentially the most harmful frequencies are determined experimentally, and the corresponding mode shapes are simulated by using finite element method (FEM). Obtained results describe tested encoder`s construction dynamic response to external excitation and could be used to improve its design.