OPTICAL POSITION MEASURING DEVICE AND METHOD FOR OPERATING AN OPTICAL POSITION MEASURING DEVICE
20230136119 · 2023-05-04
Inventors
Cpc classification
International classification
Abstract
In an optical position measuring device for determining the position of two objects movable relative to each other along a measuring direction, a measuring standard includes a reflective measuring scale extending along the measuring direction and having scale regions with different reflectivities. A scanning unit arranged at a scanning distance relative to the measuring standard. Light source(s) and a detector arrangement including optoelectronic detector elements arranged periodically along the measuring direction are also provided. A signal processing unit is adapted to generate position signals relating to the relative position of the objects from the photocurrents generated by the detector elements, to determine a total photocurrent in a middle region and edge region(s) of the detector, and to determine the scanning distance from the photocurrent ratio of the total photocurrents formed in the middle region and edge region(s) of the detector.
Claims
1. An optical position measuring device for determining a position of a first object displaceable along a measuring direction relative to a second object, comprising: a measuring standard connected to the first object and including a reflective measuring scale extending along the measuring direction and having scale regions having different reflectivities, and a scanning unit connected to the second object and arranged at a scanning distance relative to the measuring standard, including at least one light source, and a detector arrangement including a plurality of optoelectronic detector elements located periodically along the measuring direction; and a signal processing unit associated with the scanning unit and adapted to generate, from photocurrents generated by the detector elements, position signals relating to the position of the first object relative to the second object, to determine a total photocurrent in a middle region of the detector and in at least one edge region of the detector, and to determine the scanning distance from a photocurrent ratio formed of total photocurrents in the middle region of the detector and in the edge region of the detector.
2. The optical position measuring device according to claim 1, wherein the signal processing unit is adapted to use values of the photocurrents used to generate position signals to form the photocurrent ratio.
3. The optical position measuring device according to claim 1, wherein the signal processing unit is adapted to determine a plurality of photocurrent ratios, to produce an average of the photocurrent ratios, and to determine the scanning distance from the averaged photocurrent ratio during a measuring operation.
4. The optical position measuring device according to claim 1, wherein the signal processing unit is adapted to determine the scanning distance from an analytical relationship.
5. The optical position measuring device according to claim 1, wherein the signal processing unit is adapted to determine the scanning distance from a table stored in the signal processing unit that describes a relationship between the determined photocurrent ratio and the scanning distance.
6. The optical position measuring device according to claim 1, wherein the measuring scale includes measuring scale element cells in which an area ratio of summed areas of a category of scale regions to a total area of element cells is constant, and the following relationship is satisfied:
7. The optical position measuring device according to claim 6, wherein the measuring scale is arranged as an incremental scale including a one-dimensional, alternating arrangement of rectangular or circular ring sector shaped scale regions having different reflectivities along the measuring direction.
8. The optical position measuring device according to claim 6, wherein the measuring scale includes a two-dimensional arrangement of scale regions having different reflectivities along the measuring direction and perpendicular to the measuring direction.
9. The optical position measuring device according to claim 6, wherein the measuring scale is arranged as pseudo random code including a one-dimensional, aperiodic arrangement of rectangular or circular ring sector shaped scale regions having different reflectivities along the measuring direction.
10. The optical position measuring device according to claim 1, wherein the detector arrangement includes a one-dimensional arrangement of rectangular or circular ring sector shaped detector elements located adjacent to each other along the measuring direction, longitudinal axes of the detector elements being oriented perpendicular to the measuring direction.
11. The optical position measuring device according to claim 1, wherein the detector arrangement includes a two-dimensional arrangement of detector elements located adjacent to each other along the measuring direction and perpendicular to the measuring direction.
12. The optical position measuring device according to claim 1, wherein the light source and the detector arrangement are arranged in a plane parallel to the measuring scale.
13. A method for operating an optical position measuring device by which a position of a first object relative to a second object displaceable along a measuring direction is determined, the position measuring device including a measuring standard connected to the first object and having a reflective measuring scale extending along the measuring direction and including scale regions having different reflectivities, a scanning unit connected to the second object and arranged at a scanning distance relative to the measuring standard, the scanning unit including at least one light source and a detector arrangement including a plurality of optoelectronic detector elements located periodically along the measuring direction, and a signal processing unit associated with the scanning unit, comprising: generating, by the signal processing unit, position signals relating to the position of the first object relative to the second object from photocurrents generated by the detector elements; determining, by the signal processing unit, a total photocurrent in a middle region of the detector and in at least one edge region of the detector; and determining, by the signal processing unit, the scanning distance from a photocurrent ratio formed of total photocurrents in the middle region of the detector and in the edge region of the detector.
14. The method according to claim 13, wherein the signal processing unit uses values of the photocurrents used to generating the position signals to form the photocurrent ratio.
15. The method according to claim 13, wherein the signal processing unit determines a plurality of photocurrent ratios, produces an average of the photocurrent ratios, and determines the scanning distance from the averaged photocurrent ratio during a measuring operation.
16. The method according to claim 13, wherein the signal processing unit determines the scanning distance from an analytical relationship.
17. The method according to claim 13, wherein the signal processing unit determines the scanning distance from a table stored in the signal processing unit that describes a relationship between the determined photocurrent ratio and the scanning distance.
18. The method according to claim 13, wherein the signal processing unit uses twice as many detector elements in the middle region of the detector as in two edge regions of the detector symmetrical to the middle region of the detector to form the photocurrent ratio.
19. An optical position measuring device for determining a position of a first object displaceable along a measuring direction relative to a second object, comprising: a measuring standard adapted to connect to the first object and including a reflective measuring scale extending along the measuring direction and having scale regions having different reflectivities, and a scanning unit adapted to connect to the second object and arranged at a scanning distance relative to the measuring standard, including at least one light source, and a detector arrangement including a plurality of optoelectronic detector elements located periodically along the measuring direction; and a signal processing unit associated with the scanning unit and adapted to generate, from photocurrents generated by the detector elements, position signals relating to the position of the first object relative to the second object, to determine a total photocurrent in a middle region of the detector and in at least one edge region of the detector, and to determine the scanning distance from a photocurrent ratio formed of total photocurrents in the middle region of the detector and in the edge region of the detector.
Description
BRIEF DESCRIPTION OF THE DRAWINGS
[0027]
[0028]
[0029]
[0030]
[0031]
[0032]
[0033]
[0034]
DETAILED DESCRIPTION
[0035] The technique for determining the scanning distance in an optical position measuring device illustrated in
in which dI represents the illumination intensity, x and y represent the coordinates of a partial detector area along the orthogonal coordinate directions x, y, and Z represents the distance of the light source from the detector.
[0036] The optoelectronic detector DET generates a photocurrent that is proportional to the integral of dI over the specifically illuminated detector area. From the above relationship, the photocurrent generated for a detector area in the middle region of the detector or center of the detector, i.e., for small values of the x- and y-coordinates, is greater than for an area in the edge region of the detector for large values of the x- y-coordinates. The light intensity is thus higher in the middle of the detector DET than in the edge regions.
[0037] When fixed detector areas in the middle region of the detector and in the edge region of the detector are selected for measuring photocurrents, the ratio V.sub.I of the photocurrents of the detector areas depends only on the distance Z between the light source LQ and the detector DET. Influencing factors such as the absolute brightness of the light source LQ are eliminated by forming the ratio.
[0038] The relationship between a photocurrent ratio of photocurrents in a middle region of the detector and in an edge region of the detector and the distance Z between the light source and detector is illustrated in
[0039] For defined, specified detector areas and a known emission characteristic of the light source (such as the Lambertian emitter characteristic mentioned above), analytic relationships can be derived for the photocurrent ratio V.sub.I as a function of the distance Z and can be solved for Z using analytical or numerical methods.
[0040] For the example illustrated in
in which I.sub.i represents the detected intensity at the detector, A.sub.i represents the detection area, x.sub.i and y.sub.i represent the coordinates of the detection area, and Z represents the distance of the light source from the detector.
[0041] For a measured photocurrent ratio
of detected intensities I.sub.1, I.sub.2 on the basis of two detection areas of equal size in the middle of the detector and at the edge of the detector, the desired distance Z is thus derived based on the following relationship:
in which V.sub.I represents the measured photocurrent ratio, x.sub.1, y.sub.1, x.sub.2, and y.sub.2 represent the coordinates of the detector areas, and Z represents the distance of the light source from the detector.
[0042] As an alternative to the foregoing, a table determined by a calibration and describing the functional relationship between the distance Z and the photocurrent ratio V.sub.I can also be saved. Such a calibration takes place prior to the actual measurement operation of the position measuring device. During the measurement operation, the distance Z in the saved table can be determined for a measured photocurrent ratio V.sub.I. The distance Z corresponding to the nearest entry for the ratio V.sub.I can be read using a nearest-neighbor technique, for example, or an interpolation between the nearest entries can be performed.
[0043] Both methodologies can thus be used for determining the desired distance Z from the measurement of the photocurrent ratio V.sub.I. This is exploited in the optical position measuring device for determining the scanning distance.
[0044]
[0045] A measuring standard 10 of the position measuring device is connected to the first object 01. The measuring standard 10 includes a measuring scale 11 extending along the measuring direction x and having scale regions 11.1, 11.2 having different reflectivities disposed alternately along the measuring direction x. A wide variety of arrangements exist with respect to the measuring scale 11, both with respect to the measuring scale structure and with respect to the measuring scale configuration. The measuring scale 11 may be arranged as an incremental scale and/or as an absolute measuring scale in the form of a pseudo random code. With respect to the measuring scale configuration, it is possible to arrange the measuring scale 11 as an amplitude grating and/or as a phase grating. In the case of an amplitude grating, the scale regions 11.1, 11.2 may be arranged as highly reflective and slightly reflective (or non-reflective). If the measuring scale 11 is implemented as a phase grating, different phase shifting effects on the reflected beam bundle result in the different scale regions 11.1, 11.2, i.e., the different scale regions have different phase deviations Δ1, Δ2. Further details of the measuring scale 11 are described below.
[0046] A scanning unit 20 associated with further components of the position measuring device is connected to the second object 02. At least one light source 21 and a detector arrangement 22 are provided. The light source 21 and the detector arrangement 22 are disposed on a common support 23 in the scanning unit 20, for example. As illustrated in
[0047] An LED (light emitting diode) is provided in the scanning unit 20 as the light source 21, for example, and emits radiation at a wavelength of approximately 850 nm. The light source 21 has no upstream collimation optics, i.e., the measuring scale 11 is illuminated divergently by the light source 21.
[0048] The detector arrangement 22 includes a plurality of optoelectronic detector elements such as photodiodes arranged at least periodically along the measuring direction x. Modulated photocurrents I.sub.i are generated by the detector elements from the scanning of a pattern resulting from the imaging of the measuring scale 11 in the detection plane during the relative motion of the measuring standard 10 and the scanning unit 20, and are utilized for generating position signals S.sub.P with respect to the position of the first object 01 relative to the second object 02, for example.
[0049] A signal processing unit 24 is further associated with the scanning unit 20 and undertakes a series of functions that are described in more detail below, including generating position signals S.sub.P from the photocurrents I.sub.i of the detector elements and determining the scanning distance Z.sub.A of interest. In the illustrated example, the signal processing unit 24 is provided in the scanning unit 20, but this is not required, e.g., the signal processing unit 24 may also be integrated in a machine controller connected downstream of the position measuring device, for example.
[0050] The optical position measuring device is arranged, for example, as an incident light system. The beam bundles emitted divergently by the light source 21 impinge on the reflective measuring scale 11 and are reflected back in the direction of the detector arrangement 22, as illustrated in
[0051] In order to utilize the technique described in connection with
[0052] For example, the measuring scale used in the optical position measuring device is first described.
[0053] The various measuring scales are implemented as amplitude gratings, in which higher-reflecting scale regions are illustrated as dark regions, and less-reflecting scale regions are illustrated as light regions. As mentioned above, it is also possible to arrange the measuring scales as phase gratings. In this instance, the light and dark regions represent scale regions having different phase-shifting effects.
[0054]
[0055]
[0056]
[0057] The structures present in the scanned measuring scale and necessary for determining the position fundamentally disturb the determination of the scanning distance Z.sub.A according to the technique explained above. The reason for this is that in the case of a relative motion of the measuring scale and scanning unit, the photocurrent ratio V.sub.I to be formed is also influenced, i.e., the photocurrent ratio V.sub.I is not exclusively dependent on the scanning distance Z.sub.A. By a suitable configuration of the measuring scale, however, the interference with the determination of the scanning distance may be substantially reduced. It is thus provided that the area ratio V.sub.F of the summed areas F.sub.TB1 of highly reflective scale regions to the total element cell area F.sub.GES is constant in the measuring scale element cells continuously forming the particular measuring scale for the case of a measuring scale arranged as an amplitude grating.
[0058] In the analogous case of a measuring scale arranged as a phase grating, for example, the area ratio of the summed areas F.sub.TB1 of measuring scales having the phase deviation Δ1 to the total element cell area F.sub.GES is selected as constant, etc.
[0059] The area ratio V.sub.F may satisfy the relationship, 0 < V.sub.F = F.sub.TB1/F.sub.GES < 1, in which V.sub.F represents the area ratio, F.sub.TB1 represents the summed areas of a category of scale regions, and F.sub.GES represents the total element cell area. For example, V.sub.F ≈ 0.5 may be provided.
[0060] Each measuring scale element cell 112, 212, 312, 412, 512, 612 encloses only a small spatial angle as seen from the light source. Using the approximation-under the present circumstances for light sources arranged as LEDs-that the emission characteristic of the light source is constant over the spatial angle, the total amount of light reflected due to an arbitrarily structured measuring scale element cell 112, 212, 312, 412, 512, 612 corresponds to the amount of light that the same measuring scale element cell 112, 212, 312, 412, 512, 612 would reflect at an average, constant reflectivity without structuring. Assuming that all of the light of a measuring scale element cell 112, 212, 312, 412, 512, 612 is captured by the detector arrangement, the initially interfering influence of the structuring averages out within a measuring scale element cell 112, 212, 312, 412, 512, 612 and the corresponding measuring scale 111, 211, 311, 411, 511, 611 acts like a mirror having reduced but constant reflectivity. The technique describe above can thus be used despite the structures present in the measuring scales 111, 211, 311, 411, 511, 611 in order to determine the scanning distance Z.sub.A from the photocurrent ratio V.sub.I between a middle region of the detector and at least one edge region of the detector.
[0061] It is explained below which measures may be provided for the detector arrangement 22 in the optical position measuring device in order to implement the technique described above for determining the scanning distance Z.sub.A.
[0062]
[0063] The detector arrangement 122 configured for use in linear measuring devices illustrated in
[0064] The detector arrangement 322 configured for use in rotary encoders illustrated in
[0065] The detector arrangements 222, 422 illustrated in
[0066] The detector arrangement 222 configured for use in linear measuring devices illustrated in
[0067] The detector arrangement 422 illustrated in
[0068]
[0069] It should be understood that it is not necessary to determine total photocurrents I.sub.ges,RB in two edge regions of the detector. It is also possible to use only one edge region of the detector.
[0070] In the example illustrated in
[0071] As indicated above, this can be achieved in that the relationship between the photocurrent ratio V.sub.I and the scanning distance Z.sub.A is saved in a table in the signal processing unit, according to the relationship illustrated in
[0072] The number of detector elements 122.i used for determining the total photocurrents I.sub.ges,MB, I.sub.ges,RB in the middle region of the detector MB and in the edge regions of the detector RB of the detector arrangement 122 is, for example, determined as a function of the imaging or projection of the scale structure in the detection plane. The number of detector elements 122.i in the middle region of the detector MB and in the edge region of the detector RB is determined so that whole-number multiples (n = 1, 2, 3 ...) of the measuring scale element cells projected into the detection plane are detected. Because four detector elements 122.i are provided per measuring scale element cell for generating position signals S.sub.P in the form of four incremental signals at a phase offset of 90° due to the single field scanning provided, (n = 1) x 4 = 4 detector elements 122.i are used in each of the two edge regions of the detector RB for forming the total photocurrent I.sub.ges,RB, and (n = 2) x 4 = 8 detector elements 122.i are used in the middle region of the detector MB for forming the total photocurrent I.sub.ges,MB, as illustrated in
[0073] Values of the photocurrents I.sub.i,MB, I.sub.i,RB of selected detector elements 122.i are used accordingly by the signal processing unit for determining the photocurrent ratio V.sub.I, and the detector elements are also provided for generating the position signals S.sub.P dependent on the displacement. Corresponding values, or copies thereof, can be generated, for example, in an analog manner by the current level or by a second voltage tap downstream of a combined transformer. It is also possible to first digitize the photocurrents I.sub.i,MB, I.sub.i,RB and to use the corresponding values multiple times.
[0074] The position signals S.sub.P in the form of a plurality of incremental signals are generated, e.g., in a conventional manner in the present example. Every measuring scale element cell projected onto the detector arrangement 122 is scanned by four detector elements 122.i, resulting in four incremental signals, each phase offset by 90°, in the case of a relative motion of the measuring standard and the scanning unit. The photocurrents of detector elements 122.i generating incremental signals of identical phase are summed and are further processed by the signal processing unit, e.g., in a conventional manner in order to provide two incremental signals as position signals S.sub.P for further processing on the output side, having a phase offset of 90°.
[0075] The precision may be increased further when determining the scanning distance Z.sub.A during a measuring operation, for example, if the photocurrent ratio V.sub.I is determined multiple times by the signal processing unit. The average of the plurality of determined photocurrent ratio V.sub.I is determined, and the scanning distance Z.sub.A is determined from the averaged photocurrent ratio ØV.sub.I. In this manner, imprecisions in determining the scanning distance can be avoided, for example, potentially caused by local contamination of the measuring scale. Such an averaging can be performed over time, for example, in that the photocurrent ratios V.sub.I are calculated periodically and a particular number of determined photocurrent ratios V.sub.I are combined. It is also possible to obtain the average over a particular position range, in that the determined photocurrent ratios V.sub.I are combined within specified position ranges of the position measuring device and averaged, thus outputting average values for the corresponding position ranges.
[0076] In analogous manner, the same procedure is used for forming the photocurrent ratio V.sub.I for the detector arrangement 322 illustrated in
[0077] Similarly, detector elements 122.i in the middle region of the detector MB and the two edge regions of the detector RB are selected for use in the detector arrangements 222, 422 illustrated in
[0078] For the detector arrangement 422 illustrated in
[0079] A method for determining the scanning distance Z.sub.A is described below with reference to
[0080] According to the function block S100, photocurrents I.sub.i are generated form the light pattern projected into the detection plane by the detector arrangement of the position measuring device and are transferred to the signal processing unit 24.
[0081] The photocurrents I.sub.i are used by the signal processing unit 24 to generate position signals S.sub.P therefrom relating to the motion of the measuring standard and the scanning unit (function block S110). For example, the generated position signals S.sub.P may be two sinusoidal incremental signals having a phase offset of 90° from each other. Alternatively, however, position signals S.sub.P in the form of absolute position data may also be generated. The corresponding position signals S.sub.P are transferred to subsequent electronics via a suitable interface 30.
[0082] A portion of the photocurrents I.sub.i provided by the detector arrangements is copied and used for determining total photocurrents I.sub.ges,MB, I.sub.ges,RB from a middle region of the detector and edge regions of the detector, in that photocurrents of selected detector elements are summed for this purpose (function block S120).
[0083] A photocurrent ratio V.sub.I is formed from the total photocurrents I.sub.ges,MB, I.sub.ges,RB according to V.sub.I = I.sub.ges,MB/I.sub.ges,RB (function block S130).
[0084] The scanning distance Z.sub.A is determined from the photocurrent ratio V.sub.I as explained above (function block S140). To this end, an analytical relationship describing the relationship between V.sub.I and Z.sub.A may be used, and/or the scanning distance Z.sub.A may be determined from a table saved in the signal processing unit 24 that correlates the associated scanning distance Z.sub.A for a plurality of photocurrent ratios V.sub.I.
[0085] The scanning distance Z.sub.A thus determined may also be output by the interface 30 to subsequent electronics for further processing.
[0086] It is possible to visualize the determined scanning distance Z.sub.A by a display unit in order to provide assistance for correct assembly when installing the position measuring device, for example.
[0087] It may further be provided that the determined scanning distance Z.sub.A is evaluated by a suitable method and the result of such an evaluation is output to subsequent electronics, for example, in the form of an evaluation parameter, and/or is visualized by a display unit.