HCBC-2 Optical Encoder with Confocal Sensor Array for Alignment Error Reduction

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Solution Overview

Problem

Existing position encoders in precision industrial machines face challenges with measurement errors due to imperfect alignment and limited bandwidth, leading to inaccuracies and reduced sample rates, especially in multitrack optical absolute position encoding systems.

Innovation Solution

The development of Optical Absolute Linear and Rotary Position Encoders using a Hybrid Cyclic Binary Code-2 (HCBC-2) scale with a Confocal Optical Sensor Array, which enables simultaneous readout of all tracks, reducing measurement errors through automatic physical alignment and high temporal readout rates up to 1 MHz.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If multitrack optical absolute position encoding is used, then measurement accuracy and operator safety are improved, but measurement errors arise due to imperfect alignment of readout mechanisms with respect to the measurement scale

Engineering Contradiction:
Improveposition measurement accuracyVSAvoidmeasurement error due to misalignment
Core Design Contradiction:
Measurement precisionVSReliability

Solution Approach 1:

The system uses alignment tracks with alignment markers that automatically detect and indicate misalignment conditions. The readout mechanism self-diagnoses alignment status by detecting the position of alignment markers on dedicated alignment tracks, enabling the system to identify and compensate for misalignment errors without external intervention.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system incorporates alignment feedback through dedicated alignment tracks that provide continuous information about the relative position between the readout mechanism and measurement scale. This feedback enables real-time detection of misalignment and allows for corrective actions to maintain measurement accuracy.

Inventive Principle:
Principle #23Feedback

2Productivity

If higher bandwidth position and velocity feedback is provided, then machine accuracy and speed are improved, but device complexity increases

Engineering Contradiction:
Improvemachine speed and accuracyVSAvoidencoder system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The encoder system is segmented into functionally independent components: measurement tracks for position encoding, alignment tracks for maintaining readout accuracy, and velocity tracks for speed measurement. This segmentation allows each component to be optimized independently while working together to achieve high bandwidth feedback with improved machine performance.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The measurement scale serves multiple functions simultaneously: it provides position information through binary-coded tracks, velocity information through dedicated velocity tracks, and alignment reference through alignment tracks. This multi-functionality reduces the need for separate systems and minimizes overall device complexity while achieving high bandwidth feedback.

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

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 solution significantly reduces position errors and increases measurement sample rates, achieving high accuracy and improved machine performance by allowing nearly simultaneous readout of code bits across multiple tracks, thereby enhancing machine accuracy and speed.

Implementation Method 1

light rays generated in a Confocal Optical Sensor Array that impinge upon and are reflected to optical sensors by a Planar Hybrid Cyclic Binary Code-2 (HCBC-2) scale

Methodology Applied
Scientific EffectOptical reflection: Reflection

Implementation Method 2

Confocal Optical Sensor Array

Methodology Applied
Scientific EffectConfocal optical detection:

Data Source

PatentEP3803279B1Linear and rotary multitrack absolute position encoder and methods using the same
Publication Date: 2023.05.17 JOHNSON PHILIP M
  • EP3803279B1 patent drawingFigure 1
  • EP3803279B1 patent drawingFigure 2
  • EP3803279B1 patent drawingFigure 3~5

AI summary

Optical Position Encoders and methods using the same are described. In embodiments, the optical position encoders include a multitrack Hybrid Cyclic Binary Code-2 (HCBC-2) encoded scale and an Optical Readout Assembly (ORA), where the ORA provides absolute position optical readout and automatic physical alignment to the scale. Linear optical position encoders, rotary optical position encoders, and methods of measuring the position of ORA relative to a scale using such encoders are also described.