Absolute Optical Encoder Scale with Misalignment-Tolerant Detector

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Solution Overview

Problem

Existing absolute encoders face limitations in achieving a high range-to-resolution ratio, compact size, and cost-effectiveness, particularly when requiring sub-micron resolution, due to challenges with signal interpolation and sinusoidal fidelity in narrow scales.

Innovation Solution

The proposed configuration includes an absolute optical encoder with a fine track pattern and at least one absolute track pattern, where the absolute track pattern is designed with geometrically congruent subtrack portions and detector areas that allow for misalignment tolerance, maintaining sinusoidal fidelity and reducing the size of detector elements for economic and compact devices.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If signal interpolation is used to enhance resolution, then measurement precision is improved, but device complexity and cost increase significantly

Engineering Contradiction:
ImproveresolutionVSAvoidcomplexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The scale track is divided into multiple independent binary code tracks (first through fourth tracks) with different wavelengths. Each track provides independent resolution information, allowing the system to achieve high measurement precision through parallel processing of multiple segmented signals rather than relying on complex interpolation of a single signal.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent transitions from single-track interpolation to multi-track parallel measurement by adding a temporal dimension - multiple tracks are read sequentially in a predetermined sequence. This dimensional expansion allows the system to achieve high resolution through the combination of multiple simpler tracks rather than complex processing of a single track.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Length of moving object

If multiple binary code tracks are used to increase range, then measuring range is improved, but the scale width increases limiting compactness

Engineering Contradiction:
Improvemeasuring rangeVSAvoidscale width
Core Design Contradiction:
Length of moving objectVSArea of stationary object

Solution Approach 1:

The patent utilizes the temporal dimension by reading multiple binary code tracks in a predetermined sequence rather than requiring all tracks to be read simultaneously. This allows multiple tracks to be packed into a narrow scale width while still achieving extended measuring range through sequential processing, effectively using time to multiply the range capability without proportionally increasing spatial footprint.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Measurement precision

If fine wavelength tracks are used for high resolution, then measurement precision is improved, but the number of additional binary tracks required increases

Engineering Contradiction:
ImproveresolutionVSAvoidnumber of tracks
Core Design Contradiction:
Measurement precisionVSQuantity of substance

Solution Approach 1:

Each binary code track serves multiple functions: it provides absolute position information, contributes to resolution through its specific wavelength, and enables range extension when combined with other tracks. The tracks are designed with different wavelengths (first track: 40-80 microns, second track: 80-160 microns, etc.) so that each track contributes differently to the overall performance metrics, maximizing the utility of each additional track.

Inventive Principle:
Principle #6Universality (Multi-functionality)

4Measurement precision

If detector areas are made larger to improve signal quality, then measurement precision is improved, but device size and cost increase

Engineering Contradiction:
Improvesignal qualityVSAvoiddetector area
Core Design Contradiction:
Measurement precisionVSArea of stationary object

Solution Approach 1:

The patent combines signals from multiple binary code tracks and their corresponding detector portions through signal processing. By merging the information from multiple tracks read in sequence, the system achieves improved measurement precision and signal quality without requiring each individual detector to have large area, thus reducing overall device size and cost.

Inventive Principle:
Principle #5Merging (Combining)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This configuration provides an improved range-to-resolution ratio and sinusoidal fidelity, enabling high-resolution absolute position sensing in a compact and economical manner, suitable for applications like linear gauges and rotary encoders.

Implementation Method 1

an illumination portion, a scale element including an absolute scale pattern comprising a fine track pattern and at least a first absolute track pattern, and the detector electronics. The track patterns are arranged to receive light from the illumination portion and output respective spatially modulated light patterns along respective light paths to various corresponding detector portions

Methodology Applied
Scientific EffectOptical detection: Photoelectric Effect

Data Source

PatentUS7608813B1Scale track configuration for absolute optical encoder including a detector electronics with plurality of track detector portions
Publication Date: 2009.10.27 MITUTOYO CORP
  • US7608813B1 patent drawing
  • US7608813B1 patent drawing
  • US7608813B1 patent drawing

AI summary

An encoder configuration comprises an illumination portion, absolute scale pattern comprising absolute tracks, and a detector having a width dimension YDETABS. An absolute track pattern comprises geometrically congruent sub tracks, and the congruent sub tracks are arranged such that if one is translated by the width dimension YDETABS, then they will nominally coincide. The congruent sub tracks may be separated by a dimension YCENT that is less than YDETABS, and may each have a dimension YTOL, such that [YCENT+2(YTOL)] is greater than YDETABS. Thus, the detector may be narrower than the absolute track pattern, but because the detector edges are each nominally located over congruent sub tracks the detected signal is not sensitive to lateral misalignment of the detector within the pattern. These principles provide great freedom in configuring advantageous individual pattern features in the absolute track, even though the detector is narrower than the absolute track.