08 Measuring Systems and Sensors Flashcards

1
Q

Application of Position and Angle Measurement

A
  • Position-, angle-, and speed control in feedback controls
  • Detection of actual position:
    o Control devices
    o Filling level
    o Calibration of work pieces
    o Surface Scanning
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2
Q

Requirements of Position and Angle Measurement (6)

A
  • High resolution and accuracy
  • Absolute and relative position detection
  • Robust construction (e.g. temp. variation)
  • Flexible assembly
  • Durability
  • Universal Data interface
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3
Q

Direct Data Acquisition

A
  • Drive System and transducer are uncoupled
  • Direct comparison of measured and referenced value
  • Derivation of the speed
    o Rotary positioners: indirectly via the motor encoder
    o Direct linear drives: via position change

High accuracy requirements demand direct measurement systems, because they are more accurate than indirect measurement systems

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4
Q

Direct Data Acquisition - Error Factors

A

o Temperature drift
o Pitch errors in the measuring scale
o Separation and angle deviation between measuring head and scale
o Joint points over the measuring scale

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5
Q

Indirect Data Acquisition

A
  • Drive System and transducer are identical
  • Conversion of the measured value in another physical measured value (e.g. position of the slide by the rotation angle of the ball screw)
  • Speed and position for the control loops are indirectly derived by the encoder
  • Specific error factors at the movement transformation (e.g. torsion or compression of the spindle)
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6
Q

Indirect Data Acquisition - Error Factors

A

o Spindle elastic deformation
o Spindle pitch errors
o Backlash
o Spindle wear
o Transducer error
o Temperature drift

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7
Q

Principles of Data Acquisition: Digital vs. Anlogue Measurement

A

A measurement is called analog, if the measurand (input value) is related to a signal (output value), in a distinct and pointwise continuous representation of the measured.
o In theory, analog measuring systems have an unlimited resolution.

A measurement is called digital, if the measurand is assigned to a signal, which supplies a quantized mapping of the measurand with a fixed step size.
o The resolution of digital measuring systems is given by the quantization resolution.

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8
Q

Principles of Data Acquisition: Incremental vs. Absolute Measurement

A

Incremental measurements count and interpret the periods of a periodic input signal.
o Relative measurement method, as the counting process can be started at any time and any position. -> Reference point is necessary, to achieve a repeatable measurement value
-> The reference point has to be reacquired at every startup of a system

Absolute measurements enable an a priori measurement
o It is possible to measure the absolute position of a slide or a turntable, directly after powering up the machine, and without acquiring any reference point

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9
Q

Main Components of photoelectric Measuring Systems

A

o Scale or graduated disk

o Scanning unit:
 Consists of a light source (almost exclusively LED), optics (condenser), scanning grating (scanning plate) and photodetector
 Photodetector receives light of modulated brightness, when there is a relative motion between the scanning unit and the scale
 Receiver circuit converts the light intensity into electrical signals which can be evaluated for displacement measurement

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10
Q

photoelectric Measuring Systems

A

Scanning is carried out by incident light or by transmitted light

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11
Q

photoelectric Measuring Systems - Incident Light Method

A

Scale has altering reflecting and non-reflecting zones

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12
Q

photoelectric Measuring Systems - Transmitted light method

A

Scale consists of transparent and opaque zones

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13
Q

Disadvantage of all incremental measuring methods

A

Incremental measuring systems require a known starting position from which counting of the increments can begin for left and right travel.
o On linear scales, several reference marks can be applied which have different distances to each other -> After traversing two such distance-coded reference marks, the evaluation unit determines the absolute position on the scale by counting the increments lying between the marks.

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14
Q

Code measuring systems (digital-absolute)

A

Each path element is assigned a unique numerical value

o Binary-coded scales: Distance of the finest graduation decreases by a factor of 2 with each additional track
o Dual number can be read at any point along the path when all tracks are scanned simultaneously
o Number of code tracks increases with the length of the scale -> with the number of code tracks the resolution of the system increases
o If scanning line detects a high number of segment changes, mechanical tolerances can cause jitter at the transition -> Lead to short-term false evaluations
-> Different coding options can be used to prevent these misinterpretations (e.g. Gray code)

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15
Q

Rotary Measurement Systems

A

based on the same measuring principles as linear measuring systems.
- Instead of a scale, partial disks (incremental measuring system) or code disks (absolute measuring system) are used.
-> Transilluminated with the aid of semiconductor light sources and scanning plate and read out on the back by photodiodes

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16
Q

Rotary Measurement Systems: Multiturn absolute encoders

A

Several scanning groups can be accommodated in one housing in rotary angle encoders, to increase the measuring range

-> Connected to each other via precision gears (Backlash must be eliminated to ensure that the measuring accuracy remains constant over the entire measuring range)

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17
Q

Incremental Measuring Systems: Reference Marks

A
  • Distance-coded reference marks
  • Start reference marks
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18
Q

Distance-coded reference marks

A

o Marks have different distances
-> System only has to find two marks to know the exact position
o After passing two marks, the absolute position can be determined from their distance
o Only possible with linear scales

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19
Q

Start reference mark

A

o Reference mark only exists once
o After switching on the measuring system, the reference mark bust be approached
o Absolute position only by adding up the increments

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20
Q

Position Detection

A

o Decoding of digital position-information
o Problem: Sampling is limited by physical boundaries -> Jitter at position transition
o Decoding of transition can lead to errors -> Pseudo-random or gray encoded transitions are used
o Amount of codelines rises with length and resolution of the system

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21
Q

Absolute Photoelectric position detection

A
  • Allows to determine the position without travelling to a reference point
  • The sampling device uses 5 (example) photodetectors aligned in the sampling line A -> Read all five line values simultaneously
  • Resolution of the system is determined by the size of the finest line division
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22
Q

Double Sampling for dual encoded transducer

A
  • Linearly arranged photo detector set-up produce some incorrect readings especially if the device is taking samples exactly at the transition between two coded values -> One method to avoid such failures it the implementation of a double sampling scheme
  • V order of the detectors enables a special sampling method that eliminates the acquisition uncertainty caused by sampling on the transitions
    o Takes the values of the detectors following the order from the least significant to the most significant bit.
    o If the sensor read value is equal to logit “0” (-> no light) the value of the next samplingline will take the value of the right side of photo detector (vice versa)
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23
Q

Gray Code

A
  • Can be used to prevent incorrect evaluations
  • Only one bit (one code line) change at the transition of one value to the other.
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24
Q

Advantages of Optical Measurement systems

A
  • High resolution and accuracy
  • Application of special measure-supports enable thermos invariance
  • Measure length is customizable
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25
Q

Disadvantages of Optical Measurement Systems

A
  • High acquisition costs
  • Absolute systems need highly accurate treatment -> Therefore often short linear system or rotary encoders are offered
  • Generally long distances are measured with incremental systems and therefore need reference marks
  • Dust and dirt can influence the systems negatively, so that sealing air is required
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26
Q

Electromagnetic Induction Principle

A

o Altering current flows through conductor
o Changing of magnetic field induces a voltage in the conductor
o Amplitude of voltage depends on magnetic flux density

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27
Q

Inductosyn Coil Configuration: Application in Measuring Systems

A

o Increase of magnetic flux density by usage of coils instead of single conductors

o Direction detection can be realized by the application of a second conductor level (shifted by 90°)

o Position of the moving coil relative to the lineal coil is being modulated on the carrier signal

28
Q

Linear- vs Round-Inductosyn

A

Linear-Inductosyn: Used to measure linear deplacements

Round-Inductosyn: Used for angular measurements

29
Q

Advantages and Disadvantages of Inductosyn

A

Advantages
- Passive scale possible
- Variable scale length
- Easy system integration

Disadvantages
- Active component necessary

30
Q

Inductive Principles for rotary decoders: Resolver

A

Electromagnetic goniometer, which can be used as a position measuring system in combination with a ball screw
o Cyclic absolute measuring system
o Rotor represents field winding
o Two perpendicular measuring coils applied to the stator (-> Shifted 90°)
o Resulting voltages represent rotor position

31
Q

Advantages of the resolver measuring system

A

o Small design
o High precision
o Extreme robustness

32
Q

Magnetic Position Measurement System

A
  • Magnetic position measuring systems consist of a magnetic scale bar
    o The scale bar contains periodic fields with alternating magnetic north (N) and south (S) poles
    o The scale core is fabricated using a hard magnetic material with a high coercivity coefficient, assuring a long life of the magnetic pattern -> Still sensitive to mechanical shocks and collisions with metallic objects
  • Magnetic measuring systems are insensitive to dirt, oil or grease  Due to this and small size it is possible to integrate them directly into linear guidings
  • Measuring system in combination with an interpolation unit can reach measuring resolutions up to 1 micrometer
  • Guide rail can also contain a reference mark
33
Q

Advantages of Magnetic/Inductive Systems

A
  • Low acquisition costs
  • Resistant against non-magnetic pollution
  • Integration in guide rail is possible
  • Simple production of measure scales (stamping, partial magnetization)
34
Q

Disadvantages of magnetic/inductive systems

A
  • Referencing is required (direct acquisition)
  • Low resolution compared to optical systems -> Interpolation necessary
  • Metallic scales are highly temp. variant
35
Q

Current Measurement - Application

A

o Feedback of current control in Motion-Control-Systems
o In-Process diagnosis: Tool wear, collision detection, adaption of machining process
o Condition monitoring: Oscillation diagnosis, wear of bearings

36
Q

Current Measurement - Requirements

A

o Galvanic isolation form high voltages
o High bandwidth
o AC/DC measuring

37
Q

Direct current measuring with shunt-resistance

A

 Application of low resistance -> Low heating for high currents
 Voltage drop over resistance (typ. <100mV) is directly proportional to the current
 Data logging via A/D converter

38
Q

Advantages of Direct current measuring with shunt-resistance

A
  • Very high bandwidth
  • Low price
39
Q

Disadvantages of Direct current measuring with shunt-resistance

A
  • Dissipation equals RI^2 -> Only for low currents
  • Galvanic isolation has to be applied seperately
40
Q

Direct Current measurement with current transformers

A

 Construction similar to transformer
 Alternate currents induces via N1 a magnetic flux in N2 -> While constant change of flux, a current proportional voltage can be measured at N2

41
Q

Advantages of Direct Current measurement with current transformers

A
  • Low costs
  • Galvanic isolation
42
Q

Disadvantages of Direct Current measurement with current transformers

A
  • Only for AC
  • Bandwidth is limited by conductor material
  • Influence through external magn. fields
43
Q

Indirect Current Measuring with closed loop transducers

A

 The magnetic flux induced by lP is compensated by the coil applied with the current lS
 Therefore a hall sensor detects the magnetic flux and transforms the result with amplifier A into the current lS
 LS effects voltage drop VM at RM; This voltage is proportional to lP

44
Q

Advantages of Indirect Current Measuring with closed loop transducers

A
  • Galvanic Isolation
  • High bandwidth and accuracy
  • AC and DC Measurement
45
Q

Disadvantages of Indirect Current Measuring with closed loop transducers

A
  • Phase shift between lS and VM
  • External voltage supply necessary
46
Q

Acceleration/Oscillation Measurement - Application

A

o Increase of control precision
o Motion detection
o Frame construction surveying (modal analysis)
o In-Process diagnosis -> Chatter detection
o Condition monitoring -> Oscillation diagnosis

47
Q

Acceleration/Oscillation Measurement - Requirements

A

o High dynamic
o High bandwidth
o Single sensitivity in measuring direction
o Robust, thermo-invariant

48
Q

Acceleration/Oscillation Measurement - Indirect piezo-electrical measurement

A

 Seismic mass is applied to measuring object via spring/damper combination
 Acceleration causes a force that results in a displacement which can be measured

49
Q

Acceleration/Oscillation Measurement - Indirect piezo-electrical measurement:
Piezoelectric Evaluation

A

spring/damper combination is represented by a piezoelectric material
 Forces on piezoelectric materials produce a electrical charge on their surface -> this charge can be measured as a force proportional voltage
 Evaluation unit in sensor calculates a force proportional signal

50
Q

Acceleration/Oscillation Measurement - Indirect piezo-electrical measurement: Advantages

A
  • Highly thermo-invariant if separate evaluation units are used (-269°C to +750°C)
  • High dynamic
  • Therefore ideal for dynamic events (e.g. shocks)
  • Robust construction/casing
51
Q

Acceleration/Oscillation Measurement - Indirect piezo-electrical measurement: Disadvantages

A
  • Evaluation unit limits temperature range (-50°C to +120°C)
  • Static events can not be detected. Therefore an evaluation of the internal resistance is required (piezo-resistive effect)
  • Different frequency ranges require different sensors
  • High efforts for signal conditioning
52
Q

Acceleration/Oscillation Measurement - Indirect Capacitve Measurement

A

 Connection bridges form a spring-damper system
 Plate-like mass inside the sensor forms two plate capacitors with the covering and base plate of the sensor
 Plate is deflected during acceleration
 Capacity depends on the plate distance -> accelerations cause change in capacitance
 If the capacity is part of a resonant circuit, the frequency f0 of the resonant circuit changes while accelerating
 Electric evaluator in the sensor calculates the associated acceleration and returns the related current value

53
Q

Acceleration/Oscillation Measurement - Indirect Capacitve Measurement: Advantages

A
  • Static and dynamic accelerations measurable
  • Use of simple evaluation devices
  • Low-level frequency measurable
54
Q

Acceleration/Oscillation Measurement - Indirect Capacitve Measurement: Disadvantages

A
  • Evaluation device restrict the range of temperature
  • Dynamic range in midfield
  • Comparatively large design (necessary in order to achieve relevant changes in capacitance)
55
Q

Force/Torque Measurement - Application

A

o Feedback for control loops
o Acquisition of drive torques and forces for process control
o Surveillance of highly stressed workpieces
o Support for startup
o Weight acquisition

56
Q

Force/Torque Measurement - Requirements

A

o High accuracy
o Low temperature drift
o High flexibility

57
Q

Force/Torque Measurement: Processing of Actuating Current - Advantages

A
  • “Recycling” of information
  • No external sensors required
58
Q

Force/Torque Measurement: Processing of Actuating Current- Disadvantages

A
  • Sensitive concerning changes of model parameters
  • Bandwidth depends on control frequency of inverter
  • Repercussions of mechanical components (inertia, friction…) lead to very indirect measurement
59
Q

Hooke’s Calculation

A

Metals elastically deform proportional to the loading force

60
Q

Strain Gauges

A

 Used to detect material strain on machine parts
 When strain gauge is stretched, it reduces the cross-section of the wire -> Resistance is increased
 Evaluation of deformation via measuring the resistance variation in the conductor
 Sensitivity can be increased by application of conductor coils or semiconductors instead of single conductors
 Semiconductors can effect (piezo-resistive effect) negative k-factors

61
Q

Advantages of Strain Gauges

A
  • Possible application in critical positions
  • Static and dynamic impacts can be measured
  • High accuracy
62
Q

Disadvantages of Strain Gauges

A
  • Application typically with adhesives -> Reuse impossible
  • Assembly requires qualified personal and prepared surfaces
  • Lateral contraction must be avoided
  • External amplifier required -> Supply lines are length limited
  • Absolute acquisition requires calibration after application
  • Thermo-variance and drift require expensive evaluation systems
63
Q

Temperature Measurement - Application

A

o Feedback for process control (e.g. cooling system)
o Compensation of thermally induced expansion and displacement
o Safety shut down in case of overheating (semiconductors in inverter, strains in drive)
o Indirect acquisition of friction
o Calorimetric measurement

64
Q

Temperature Measurement - Requirements

A

o High absolute accuracy
o Insensitive concerning electromagnetic disturbance (e.g. measurement of coil temperature)
o Calculable reaction rate

65
Q

Temperature Measurement - Principle (Thermal Element and Metal-/Semiconductor thermometer)

A

Thermal element
 Use of Seebeck-effect
* Used in satellites to provide them with energy (Nuclear decay heat is used in thermal generators to generate electricity)
* Advantage: No moving parts
* The inversion of the Seebeck-effect is known as the Peltier-effect -> Used fo cooling of CPUs
 Temperature difference effects voltage between the contact points of two different (material) conductors
 Characteristic function of voltage and temperature is deposited in evaluation unit

Metal-/Semiconductor-resistance
 Electrical resistance of metal- and semiconductor elements depends on temperature
 For semi-conductors positive (PTC) and negative (NTC) temperature coefficients are possible
 Coefficients can be looked up in datasheet
 For continuous voltage supply (self-heating) a temperature dependent voltage can be measured

66
Q

Temperature Measurement - Quartz Thermometer

A

o Resonant frequency of the thickness oscillation of a quartz plate is thermo-variant
o An oscillating quartz plate near its resonant frequency is represented by an inductance L1, a capacity C1 and a dynamic resistance R1
o Together with the capacity of the supply-lines and -ports C0 the resonant frequency can be determined (R1 can be neglected)
o Very accurate but technically complex -> Mainly useful for calibrating other temperature sensors