Encoder Scale Mounting Between Guide Rail and Surface

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Solution Overview

Problem

Existing coordinate positioning apparatuses face challenges in accurately measuring displacement between moving parts due to inaccuracies in mounting and alignment of encoder scales, particularly on guide rails, leading to variations in scale distance and measurement errors.

Innovation Solution

An encoder scale member is designed to be retained between a mounting surface and a motion guide, with scale markings accessible to a sensor, featuring mounting features for secure attachment, allowing for precise positioning and reduced deformation, enabling accurate measurement of relative displacement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If the encoder scale is mounted on the lateral surface of the guide rail, then the scale can be positioned close to the sensor, but the scale distance varies due to mounting inaccuracies leading to measurement errors

Engineering Contradiction:
Improvedisplacement measurement accuracyVSAvoidscale mounting alignment
Core Design Contradiction:
Measurement precisionVSManufacturing precision

Solution Approach 1:

The patent introduces a dedicated scale mounting structure that acts as an intermediary between the guide rail and the encoder scale. This structure includes a mounting block with a mounting surface that contacts the guide rail and a scale mounting surface that holds the encoder scale, ensuring precise and consistent positioning without direct mounting of the scale to the guide rail surface

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The mounting system is divided into separate functional components: the guide rail, the mounting block (which provides positioning features), and the encoder scale. This segmentation allows each component to be optimized independently for its specific function while maintaining precise relative positioning through dedicated interface features

Inventive Principle:
Principle #1Segmentation

2Ease of operation

If the encoder scale is mounted on the guide rail, then the scale can be positioned for sensing, but mounting inaccuracies cause variations in scale distance leading to measurement errors

Engineering Contradiction:
Improvescale installationVSAvoidscale distance consistency
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The mounting block is pre-configured with precise positioning features (mounting surface and scale mounting surface) that establish the correct geometry before the encoder scale is installed. This preliminary preparation ensures that when the scale is mounted, it is automatically positioned at the correct distance and orientation, eliminating the need for complex alignment operations

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The mounting structure incorporates self-aligning features where the mounting block's geometry automatically ensures proper scale positioning. The scale mounting surface is designed to work with the scale's mounting features to automatically establish the correct position, reducing the need for operator skill and external alignment tools

Inventive Principle:
Principle #25Self-service

3Measurement precision

If the encoder scale member is retained between the mounting surface and motion guide, then consistent scale distance is achieved, but the structure becomes more complex

Engineering Contradiction:
Improvescale distance consistencyVSAvoidmounting structure
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The mounting block combines multiple functions into a single component: it provides structural support, establishes positioning through its mounting surface contact with the guide rail, and holds the encoder scale through its scale mounting surface. This merging of functions into one integrated part reduces the number of separate components needed while maintaining precision

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

The solution enables accurate and reliable measurement of displacement with increased precision and robustness, even in hostile environments, by ensuring consistent scale distance and alignment, thus enhancing the accuracy of position determination in coordinate positioning systems.

Implementation Method 1

a first member comprising a sensor for sensing scale markings

Methodology Applied
Scientific EffectOptical sensing: Reflection

Implementation Method 2

as disclosed in EP1752851 it is known to mount an active magnetic scale on a lateral surface of a guide rail

Methodology Applied
Scientific EffectMagnetic sensing: Magnetic Field

Data Source

PatentUS8739425B2Encoder scale member and method for mounting
Publication Date: 2014.06.03 RENISHAW PLC
  • US8739425B2 patent drawing
  • US8739425B2 patent drawing
  • US8739425B2 patent drawing

AI summary

A coordinate positioning apparatus is described. The coordinate positioning apparatus comprises a mounting surface, a motion guide mountable on the mounting surface, a first member comprising a sensor for sensing scale markings, the first member being mountable on the motion guide, and an encoder scale member comprising a first set of scale markings which are, in use, sensable by the sensor. At least part of the encoder scale member is retained between the mounting surface and the motion guide such that the encoder scale member is supported by the mounting surface at least in the vicinity of the first set of scale markings. The motion guide may be a guide rail or a bearing, for example. En encoder scale member for use with such a coordinate positioning apparatus is also described.