Rotary Encoder Disc Springs for Repeatable Self-Centering

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Solution Overview

Problem

Existing rotary encoders, particularly those with glass or metal discs, face challenges in providing a compact, high-resolution, and highly repeatable self-locating solution, especially when dealing with varying shaft diameters and temperature changes, which affect the disc's radial location and encoder performance.

Innovation Solution

A rotary scale apparatus with cantilevered spring members arranged around a planar disc, providing self-locating capabilities by engaging with a cylindrical shaft, ensuring balanced and predictable radial positioning through identical spring forces and opposing forces to stabilize the disc, even with temperature changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If non-cantilevered spring arrangements are used for self-locating the disc, then the structure may be simpler, but the self-locating performance is poor and manufacturing tolerances cause unpredictable positioning

Engineering Contradiction:
Improveself-locating performanceVSAvoidspring arrangement complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent changes the spring configuration from non-cantilevered to cantilevered, and specifies that at least three cantilevered spring members should be provided. This parameter change in the spring arrangement provides predictable self-locating performance with manufacturing tolerances, achieving less than 10 μm eccentricity as required.

Inventive Principle:
Principle #35Parameter changes

2Length of moving object

If the disc thickness is reduced for compact design, then the encoder profile is lower, but maintaining self-locating accuracy becomes more difficult

Engineering Contradiction:
Improvedisc thicknessVSAvoidself-locating accuracy
Core Design Contradiction:
Length of moving objectVSMeasurement precision

Solution Approach 1:

The patent specifies that the disc should be made of metal or glass material. These materials provide the necessary rigidity and dimensional stability to maintain self-locating accuracy even when the disc thickness is reduced for compact encoder design.

Inventive Principle:
Principle #40Composite materials

3Ease of manufacture

If manufacturing tolerances are relaxed to reduce cost, then production becomes easier, but shaft diameter variations cause poor self-locating repeatability

Engineering Contradiction:
Improvemanufacturing toleranceVSAvoidself-locating repeatability
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The patent employs cantilevered spring members that can elastically deform to accommodate variations in shaft diameter. This dynamic capability allows the spring members to adapt to manufacturing tolerances in both the disc and shaft, maintaining repeatable self-locating performance across different production batches.

Inventive Principle:
Principle #15Dynamics

4Stability of the object's composition

If traditional spring arrangements are used, then the design may be simpler, but temperature changes and manufacturing variations cause unstable positioning

Engineering Contradiction:
Improvepositioning stabilityVSAvoidspring member configuration
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The patent specifies that the spring members should be provided in plane with the disc and spaced around the edge of the hole, with at least three spring members required. This localized configuration provides temperature compensation and stabilizes positioning by distributing mechanical stresses uniformly around the shaft interface.

Inventive Principle:
Principle #3Local quality

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

The solution enhances the encoder's metrological performance by ensuring repeatable and accurate radial self-location, maintaining stability and accuracy even with varying shaft diameters and temperature fluctuations, thus meeting high precision demands.

Implementation Method 1

The spring members are elastically deformable and, when mounted on a shaft, are each radially displaced within their elastic limit, and they each provide a force which together work to radially locate the disc on the shaft

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS12359942B2Rotary encoder
Publication Date: 2025.07.15 RENISHAW PLC
  • US12359942B2 patent drawing
  • US12359942B2 patent drawing
  • US12359942B2 patent drawing

AI summary

A rotary scale apparatus for an encoder apparatus including a planar disc on which at least one track including scale features is provided, in which the planar disc includes a hole through its centre for receiving a cylindrical shaft, and in which the rotary scale member includes at least three cantilevered spring members which are provided substantially in plane with the planar disc and spaced around the edge of the hole, for engaging with, and radially locating the disc on, a cylindrical shaft inserted therethrough.