Linear Encoder Thermal Stabilization for Gantry Milling Accuracy

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Solution Overview

Problem

Large numerical-control gantry milling machines face accuracy issues due to thermal expansion errors in linear encoders, which become significant when the length exceeds 5-6 meters, limiting machining precision to beyond one hundredth of a millimeter.

Innovation Solution

A linear encoder design featuring a thermally stabilized scale strip maintained at a constant temperature, using a series of monolithic segments with polymeric joining elements and elastomeric gaskets to minimize thermal expansion, and an active thermal-stabilization device to regulate temperature within a narrow tolerance band, ensuring precise position detection even at extended lengths.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Length of stationary object

If the linear encoder length is increased to detect positions on large gantry milling machines, then the measurement range is improved, but thermal expansion errors increase significantly

Engineering Contradiction:
Improvelinear encoder lengthVSAvoidposition detection accuracy
Core Design Contradiction:
Length of stationary objectVSMeasurement precision

Solution Approach 1:

The scale strip is divided into multiple individual scale segments (e.g., 5 segments of 1 meter each) instead of a single long scale strip. Each segment can be independently mounted and thermally stabilized, reducing the cumulative thermal expansion error across the entire measurement range. The segments are arranged in sequence to cover the full encoder length while maintaining individual thermal control.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent changes the thermal parameter of the scale strip by heating it to a reference temperature (e.g., 50°C) and maintaining it there using heating elements and insulation. This parameter change (temperature control) compensates for thermal expansion effects, allowing the scale strip to maintain dimensional stability despite environmental temperature variations.

Inventive Principle:
Principle #35Parameter changes

2Strength

If traditional metal materials are used for the scale strip, then structural strength is improved, but thermal expansion errors increase

Engineering Contradiction:
Improvescale strip strengthVSAvoidposition detection accuracy
Core Design Contradiction:
StrengthVSMeasurement precision

Solution Approach 1:

The patent changes the temperature parameter of the scale strip by actively heating and maintaining it at a reference temperature using heating elements bonded to the scale strip and thermal insulation. This thermal parameter control compensates for the inherent thermal expansion of metal materials, allowing traditional strong metal materials to be used without suffering from thermal expansion errors.

Inventive Principle:
Principle #35Parameter changes

3Ease of manufacture

If a single long scale strip is used, then manufacturing simplicity is improved, but thermal expansion errors become significant

Engineering Contradiction:
Improvescale strip manufacturingVSAvoidposition detection accuracy
Core Design Contradiction:
Ease of manufactureVSMeasurement precision

Solution Approach 1:

The scale strip is segmented into multiple shorter scale segments that can be manufactured independently with better dimensional control. Each segment undergoes less cumulative thermal expansion, and the segmentation allows for easier handling, mounting, and thermal stabilization during manufacturing and installation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces movable connecting elements (such as rollers or low-friction guides) between the scale segments and the moving slider. These intermediaries reduce mechanical friction and thermal conduction paths that would otherwise transmit expansion forces, allowing the segments to move independently and maintain their calibrated positions.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Stability of the object's composition

If the scale strip is rigidly fixed to the section bar, then structural stability is improved, but thermal expansion is constrained causing measurement errors

Engineering Contradiction:
Improvescale strip stabilityVSAvoidposition detection accuracy
Core Design Contradiction:
Stability of the object's compositionVSMeasurement precision

Solution Approach 1:

The rigid fixed connection is replaced by segmented mounting with movable connecting elements between scale segments. This allows each segment to be individually stabilized while permitting controlled movement that accommodates thermal expansion without transmitting expansion forces to the measurement system.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Movable connecting elements (rollers, low-friction guides) are introduced as intermediaries between the scale strip and the section bar. These intermediaries provide stable support while allowing the scale strip to expand and contract freely in response to temperature changes, preventing the transmission of expansion forces that would cause measurement errors.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentEP3938735B1Linear encoder
Publication Date: 2024.03.13 PARPAS
  • EP3938735B1 patent drawingFigure 1
  • EP3938735B1 patent drawingFigure 2~4

AI summary

A linear encoder (1) for numeric-control machine tools of the type comprising: a substantially rectilinear section-bar (2), which is adapted to be fixed on the structure of the machine tool; a substantially rectilinear scale strip (3), which is fixed on the section-bar (2) so as to extend along the section-bar (2) parallel to the section-bar longitudinal axis (L); a movable slider (4) which is fitted/mounted on the section-bar (2) so as to be able to move along the section-bar parallel to the section-bar longitudinal axis (L) and skimming the scale strip (3), and which is adapted to be rigidly fixed to the movable piece of the machine tool; an electronic reading apparatus (5) which is at least partially placed aboard the movable slider (4) and is adapted to read the position of the movable slider (4) on the scale strip (3); and finally a thermal-stabilization device (20) which is adapted to bring and maintain substantially the whole scale strip (3) stably at a predetermined target temperature (T0).