Motor Encoder Offset Calibration and Detection

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Solution Overview

Problem

Existing motor calibration processes are labor-intensive and prone to errors due to arbitrary alignment of encoder magnets with the rotor, leading to inaccurate rotor position information and potential motor misoperation, especially when the encoder magnet orientation changes during operation.

Innovation Solution

A method and assembly that calibrate and detect the alignment offset between the encoder magnet and the rotor's reference point, adjusting motor commutation to account for the difference between the known rotor position and the measured encoder magnet position, ensuring accurate rotor position information and motor operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If the encoder magnet is mounted onto the rotor shaft during motor manufacture, then the encoder magnet can rotate with the rotor to provide position information, but the alignment between the encoder magnet and the rotor is arbitrary leading to calibration requirements and potential inaccuracy

Engineering Contradiction:
Improveease of manufactureVSAvoidmeasurement precision
Core Design Contradiction:
Ease of manufactureVSMeasurement precision

Solution Approach 1:

The patent applies preliminary action by performing calibration procedures during manufacturing to establish the relationship between the encoder magnet and rotor reference point before the motor enters service. This includes running the motor through a calibration sequence that measures the encoder output at known rotor positions and calculates the offset value, which is then stored for use during operation. This preliminary calibration eliminates the need for field calibration and ensures accurate position measurement from the start.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If the encoder magnet remains fixed relative to the rotor, then the calibrated offset remains valid, but the encoder magnet may become loosened and move during motor operation causing calibration drift

Engineering Contradiction:
ImprovereliabilityVSAvoidstability of alignment
Core Design Contradiction:
ReliabilityVSStability of the object's composition

Solution Approach 1:

The patent implements feedback by continuously monitoring the relationship between the encoder magnet and rotor through periodic recalibration procedures. The system detects changes in the offset value over time and triggers recalibration when drift is detected. This feedback mechanism ensures that even if the encoder magnet becomes loosened or shifted during operation, the system can detect the change and restore accurate position measurement through recalibration, thereby maintaining reliability.

Inventive Principle:
Principle #23Feedback

3Measurement precision

If calibration is performed to identify the offset in alignment, then accurate rotor position information can be obtained, but the calibration process requires relatively much effort and expense

Engineering Contradiction:
Improvemeasurement precisionVSAvoiddevice complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent applies self-service by designing a calibration system that performs its own calibration automatically without requiring external intervention or specialized equipment. The motor controller executes calibration routines that use the existing encoder and motor phases to determine the offset value, eliminating the need for separate calibration devices or manual procedures. This self-calibrating approach reduces complexity and cost while maintaining high measurement precision.

Inventive Principle:
Principle #25Self-service

4Ease of manufacture

If the encoder magnet is aligned with an arbitrary point of the rotor, then manufacturing is simplified, but the detected rotary position of the encoder magnet does not correspond to the actual rotary position of the rotor requiring offset compensation

Engineering Contradiction:
Improveease of manufactureVSAvoidease of operation
Core Design Contradiction:
Ease of manufactureVSEase of operation

Solution Approach 1:

The patent applies parameter changes by introducing an offset parameter that compensates for the arbitrary alignment between the encoder magnet and rotor reference point. Instead of requiring precise mechanical alignment during manufacturing, the system measures the actual offset value during calibration and uses this parameter to correct the encoder readings. This transforms the problem from a mechanical alignment issue to a software compensation issue, simplifying both manufacturing and operation.

Inventive Principle:
Principle #35Parameter changes

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 approach enables accurate motor operation by continuously adjusting commutation to account for changes in encoder magnet alignment, reducing the need for frequent recalibrations and maintaining proper motor performance even when the encoder magnet shifts during operation.

Implementation Method 1

A magnetic sensor of the encoder detects the rotary position of the encoder magnet

Methodology Applied
Scientific EffectMagnetic field detection: Magnetic Field

Data Source

PatentUS9641108B2Method and system for calibrating and detecting offset of rotary encoder relative to rotor of motor
Publication Date: 2017.05.02 EATON INTELLIGENT POWER LTD
  • US9641108B2 patent drawing
  • US9641108B2 patent drawing
  • US9641108B2 patent drawing

AI summary

Methods and systems for operating a motor having a rotor rotatable relative to a stator include commutating the motor to cause the rotor to rotate to a known position. While the rotor is at the known position, a position of an encoder magnet configured to rotate with the rotor is measured. Subsequent commutation of the motor is adjusted to take into account a difference between the known position of the rotor and the measured position of the encoder magnet.