Motor Encoder Offset Fine Tuning via Iterative Directional Steps

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Solution Overview

Problem

Existing motor systems face challenges in accurately calculating and fine-tuning encoder offsets, leading to potential regenerative mode operation due to small encoder offset errors, which can cause bus voltage to rise and result in motor shutdown.

Innovation Solution

A method and apparatus for iteratively modifying encoder offsets in both positive and negative directions using distinct offset steps until the motor starts and stops, with the processor recording and calculating a final encoder offset as a function of initial and secondary offsets to reduce errors and prevent regenerative mode operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of time

If the encoder offset is coarsely estimated using the rotate autotune process, then the initial encoder offset can be obtained quickly, but the encoder offset error remains large which can cause regenerative mode operation and motor shutdown

Engineering Contradiction:
Improvetime for encoder offset calculationVSAvoidencoder offset accuracy
Core Design Contradiction:
Loss of timeVSMeasurement precision

Solution Approach 1:

The encoder offset calculation process is divided into two distinct phases: a coarse estimation phase using the rotate autotune process to obtain initial offset values quickly, and a fine-tuning phase that iteratively adjusts the offset in both positive and negative directions to achieve high precision. This segmentation allows the system to benefit from both speed and accuracy.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The rotate autotune process performs preliminary action by calculating initial encoder offset values before the fine-tuning process begins. These preliminary offset values serve as starting points for the subsequent iterative refinement, reducing the overall time required compared to starting from zero.

Inventive Principle:
Principle #10Preliminary action

2Device complexity

If the encoder offset error is not fine-tuned, then the system remains simple and fast, but the motor may enter regenerative mode causing bus voltage to rise and resulting in shutdown

Engineering Contradiction:
Improveencoder offset tuning complexityVSAvoidmotor operation reliability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The fine-tuning process implements feedback by continuously monitoring motor behavior (start/stop conditions) and iteratively adjusting the encoder offset based on observed performance. The processor modifies the offset in positive and negative directions, observes when the motor starts or stops, and uses this feedback to converge on the optimal offset value, ensuring reliable operation.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs partial action by applying offset adjustments in controlled increments (first offset step and second offset step) rather than attempting to achieve perfect precision in a single step. This iterative partial adjustment approach balances complexity and reliability.

Inventive Principle:
Principle #16Partial or excessive action

3Measurement precision

If the processor iteratively modifies the encoder offset in both positive and negative directions with multiple offset steps, then the encoder offset accuracy is improved, but the calculation process becomes more complex

Engineering Contradiction:
Improveencoder offset precisionVSAvoidoffset calculation process complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The fine-tuning process uses asymmetric adjustment strategies by applying different offset steps for positive and negative directions (first offset step for positive direction, second offset step for negative direction). This asymmetric approach allows the system to adapt to directional differences in motor behavior and achieve higher precision.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The offset adjustment process is dynamic rather than static, with the processor iteratively modifying the encoder offset based on real-time motor response. The system adapts the offset values during operation, transitioning from coarse to fine adjustments, and uses different step sizes depending on the direction and current state of adjustment.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentEP3832264B1Encoder offset fine tuning
Publication Date: 2022.06.22 ROCKWELL AUTOMATION TECH INC
  • EP3832264B1 patent drawingFigure 1
  • EP3832264B1 patent drawingFigure 2
  • EP3832264B1 patent drawingFigure 3

AI summary

For encoder offset fine tuning, a processor iteratively reduces an encoder offset error of the motor with a third offset step until the motor starts. The processor iteratively modifies the encoder offset of the motor turning in a positive direction with a first offset step until the motor stops. The processor further records the encoder offset as a first encoder offset. The processor iteratively modifies the encoder offset with the first offset step until the motor starts turning in a negative direction. The negative direction is opposite the positive direction. The processor iteratively modifies the encoder offset with a second offset step until the motor stops. The processor records the encoder offset as a second encoder offset. In addition, the processor calculates a final encoder offset as a function of the first encoder offset and the second encoder offset.