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SELECTING THE RIGHT POSITION
TRANSDUCER FOR YOUR APPLICATION

Even though the position transducers are the most critical parts in a motion control system, many times they are left towards the end to be designed in.  a control design engineer can save himself a lot of headache by considering the transducer features and trade-offs at the beginning of the project.  The following discusses various types of position transducers and the factors to consider when making a selection.

Many industrial control systems need position and speed feedback.  Until a few years ago, tachometers provided the speed and limit switches provided the position information.  However, with new requirements of higher accuracies, fast machine speeds, and greater reliability combined with technological breakthrough in the field of electronics, a variety of new designs of position transducers emerged.  These transducers made it possible to know the machine position at all times, rather than waiting for a limit switch to give position indication at a predetermined point.  This permitted faster machine operation and increased throughputs.

In the initial stages, the position transducers consisted of potentiometers, brush encoders, magnetic encoders and rarely optical encoders and resolvers.  Each device had certain limitations.  The potentiometers and magnetic encoders had limited resolution.  The brush encoders required frequent maintenance.  The optical encoders used incandescent lamps, which were large in size and had limited life expectancy.  The resolvers could offer better resolution and accuracy, but were very expensive due to the decoding electronics required.

The recent technological developments have brought some improvements in the initial models.  Today optical encoders and resolvers are more commonly used in industry.  The magnetic and magnetoresistive encoders find applications less frequently.

Optical encoders and resolvers are available in two major categories:  Absolute and Incremental.  The incremental encoder, when it rotates, generates pulses, which are counted to give position information relative to a know point, where as an absolute encoder provides a unique value at each position and retains actual shaft position even if power fails.  Multi-turn units with built-in gear trains are available for linear application where it takes several revolutions of the encoder shaft to complete one machine cycle.

Optical Encoders
The Optical Encoders typically consist of a rotating and a stationary member.  The rotor is usually a metal, glass, or a plastic disc mounted on the encoder shaft.  The disc has some kind of optical pattern, which is electronically decoded to generate position information.  The rotor disc in absolute optical encoder uses opaque and transparent segments arranged in a gray-code pattern.  The stator has corresponding pairs of LEDs, and phototransistors arranged so that the LED light shines through the transparent sections of the rotor disc and received by phototransistors on the other side.  See figure below.  Depending upon the shaft position, the phototransistor output is modulated in a gray-code pattern, which can be converted internally to binary or BCD.  Typically CMOS, TTL-, PNP-, and NPN-type outputs with 8- or 10-bit Gray-code, binary, or BCD formats are available.


Optical absolute encoders
use a coded disc to give shaft position in gray-code,
which is then converted to BCD or Binary.

The incremental optical encoders use a much simpler disc pattern.  This slotted rotor disc alternately interrupts the light beam between the LED transmitter-receiver pair and thus produces a pulse output.  The number of pulses depends on the number of slots on the disc.  The pulses are then fed to a counter, where they are counted to give position information.  The pulse rate indicates shaft speed.  An additional LED pair can also determine the direction of rotation.  Some modules also provide a marker pulse output, which is generated once every revolution at a fixed shaft position and can be used to mark a zero reference point.  Many different pulse configurations are available, but the most commonly known are the quadrature encoders, where two square wave pulses 90 degrees apart from each other are generated.

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