DISC SCALE MEMBER OFFSET DETERMINATION
20240085220 ยท 2024-03-14
Assignee
Inventors
- James Reynolds HENSHAW (Wotton-under-Edge, GB)
- Matthew Damian HARRISON (Wotton-under-Edge, GB)
- Ivor John SUMMERS (Wotton-under-Edge, GB)
Cpc classification
International classification
Abstract
A method of determining any offset between: a scale axis of a disc scale member having a planar surface on which is provided a series of scale features defining a scale that extends and is centred around the scale axis, the scale axis extending normal to the planar surface; and the axis of rotation of a machine part on which the disc scale member is mounted, wherein the axis of rotation and the scale axis of the disc scale member are substantially parallel. The method includes: determining any offset between the scale axis and the axis of rotation via inspection of an axially-extending surface provided with the disc scale member.
Claims
1. A method of determining any offset between: a) a scale axis of a disc scale member having a planar surface on which is provided a series of scale features defining a scale that extends and is centred around the scale axis, the scale axis extending normal to the planar surface; and b) the axis of rotation of a machine part on which the disc scale member is mounted, wherein the axis of rotation and the scale axis of the disc scale member are substantially parallel, the method comprising: i) determining any offset between the scale axis and the axis of rotation via inspection of an axially-extending surface of the disc scale member.
2. A method as claimed in claim 1, in which the method further comprises: ii) adjusting the radial position of the disc scale member based on the offset determined in step i), for example so as to reduce the offset between the scale axis and the axis of rotation; or iii) using the determined offset to compensate for offset-related errors in the signals obtained by a readhead mounted to read the scale.
3. A method as claimed in claim 1, in which the axially-extending surface is provided on the same substrate as that on which the scale features are provided.
4. A method as claimed in claim 1, in which inspecting the axially-extending surface in step i) comprises measuring the change in apparent radius of the axially-extending surface at at least three, different annularly spaced locations.
5. A method as claimed in claim 1, in which the axially extending surface extends and is centred around a reference axis that is parallel to the scale axis.
6. A method as claimed in claim 5, in which the scale axis and the reference axis are substantially coaxial.
7. A method as claimed in claim 1, in which the axially-extending surface comprises an outer perimeter of the disc scale member.
8. A method as claimed in claim 1, in which inspecting the axially-extending surface in step i) comprises using a contact inspection tool which contacts the axially-extending surface.
9. A method as claimed in claim 1, in which the disc scale member comprises a metallic disc scale member.
10. A method as claimed in claim 1, in which the axially-extending surface has a substantially circular cross-sectional shape, for example a substantially cylindrical form or a substantially conical form.
11. A method as claimed in claim 1, in which the axially-extending surface extends substantially parallel to the scale axis.
12. A method of manufacturing a disc scale member, comprising the step of forming on a planar surface of the disc scale member a series of scale features which define a scale that extends and is centred around a scale axis that extends normal to the planar surface, wherein the forming process is controlled such that the scale axis is coaxial with a reference axis of about which an axially-extending surface extends and is centred around.
Description
[0028] Embodiments of the invention will now be described, by way of example only, with reference to the following drawings, in which:
[0029]
[0030]
[0031]
[0032]
[0033]
[0034]
[0035]
[0036]
[0037] Referring to
[0038] In the example shown, the disc scale member 102 is shown mounted on a cylindrical shaft 104 of a machine. The disc scale member 102 comprises a planar body, and in particular, the disc scale member 102 is formed from a thin sheet of material, in this embodiment, from stainless steel, which is about 1 mm thick. For context, the diameter of the disc scale member 4 in this embodiment is about 50 mm. As will be understood, the invention is not limited to discs of such a size or shape, and such dimensions are given merely as an example of a disc. Also, the disc scale member could be made from other metallic materials, such as aluminium, or non-metallic materials such as glass.
[0039] In the embodiment described, the disc scale member has a central hole 107 extending through the planar body of the disc scale member 102, and the diameter of the central hole 107 oversized such that it is larger than the part 104 of the shaft which extends through the hole 107. This means that there is a sufficiently large play between the disc scale member 102 and the part 104 of the shaft so as to enable the radial position of the disc scale member 102 to be adjusted. As will be understood, other configurations are possible, including discs which do not have a central hole and/or the disc scale member 102 could be mounted on a flat end face of the machine/rotary part 104 (e.g. there might not be a protruding part 104).
[0040] As shown in
[0041] In another embodiment, the offset (e.g. eccentricity) of the scale axis B and axis of rotation A can be determined from the output of the DTI 120 taken at at least three circumferentially spaced locations, and preferably taken at at least four circumferentially spaced locations, which are preferably equiangular locations around the circumference. The measurements could be taken whilst the disc scale member is rotating or stationary.
[0042] Rather than calculating an exact value of the offset between axes A and B, the existence of the offset, and information regarding the extent of the offset, can be determined by an operator simply monitoring the output of a DTI 120 which is held at a rotationally fixed position as the disc scale member is rotated. Variation in the output of the DTI at different locations around the circumference of the disc scale member 102 indicates that there is an offset between axes A and B, and the extent of the offset will affect the extent of the variation in the output of the DTI 120 at different circumferential locations. The operator could use such information to judge how to adjust the radial position so as to reduce the offset. Once adjusted, the operator could check for any remaining offset by rotating the disc scale member 102 and again monitoring the output of the DTI 120 as the disc scale member is rotated.
[0043] In another embodiment, the operator could use the DTI 120 to take measurements of the axially-extending surface of the disc scale member 102 at a different (stationary) rotational orientations, e.g. with the disc scale member 102 arranged at 0, 120 and 240 about the axis A (or for example at 0, 90, 180 and 270 about the axis A). If there is any difference between the measurements the operator can deduce that there is an offset between the axis of rotation A and the scale axis B and adjust the radial position of the scale disc member 102 so as to minimise the difference in the readings provided by the DTI 120 at those different rotational orientations. If the axially-extending surface of the disc is not perfectly circular, then it can be beneficial for the DTI measurements to be obtained at the same points which were used by the manufacturer to take measurements for aiding centring of the disc prior to forming the scale makings. Such points could be marked on the disc by the manufacturer, e.g. fiducials could be placed at the locations used by the manufacturer.
[0044] When the operator is happy that the offset is sufficiently small then the operator can fix the radial position of the disc scale member 102 relative to the shaft 104, e.g. via bolts, clamps and/or adhesive.
[0045] In the embodiment described, the DTI 120 shown comprises an analogue display, but as will be understood this need not necessarily be the case and the DTI could comprise a digital display. Furthermore, as will be understood, it is not necessary to use a DTI to determine the offset; a different type of sensor could be used. Example suitable sensors for determining the offset include: a capacitance probe, a laser probe, a linear variable differential transformer (LVDT). Accordingly, a contact sensor could be used, or a non-contact sensor could be used. As with the above described DTI 120, the output of the sensor could be shown on a display which is provided with the sensor unit, or alternatively/additionally the sensor could send its output to a separate device/software which can display the output and/or store and/or process the output accordingly (e.g. to automatically adjust the radial position, to indicate to an operator how to adjust the radial position of the disc scale member, and/or to store the offset for subsequent error correction purposes, as explained in more detail below).
[0046] In the embodiments described above, it is assumed that the scale axis B and the geometric axis about which the outer perimeter/circumferential surface 109 (which in this embodiment, is the outermost perimeter/circumferential surface) of the disc scale member 102 is centred on and extends around are co-axial. Manufacture of the disc scale member 102 can be configured so as to ensure that this is case. However, this need not necessarily be the case. For instance, the scale axis B and the geometric axis about which the outer circumferential surface 109 of the disc scale member 102 is centred on and extends around could be offset/eccentric. In such a case, so long as the offset/eccentricity between the scale axis B and the geometric axis about which the outer circumferential surface 109 of the disc scale member 102 is centred on and extends around is known, the outer circumferential surface 109 of the disc scale member 102 can still be used to determine the scale axis B. For instance, the phase and magnitude of the eccentricity/offset values obtained using the methods described in connection with the above-described embodiments will provide a measured vector that is the total combined eccentricity of i) the scale relative to the axially-extending surface and of ii) the axially-extending surface relative to the axis of rotation. If the scale to axially-extending surface vector is known (e.g. this could be established by the manufacturer and provided to the customer, or they could measure it themselves), then the scale to axis of rotation vector can be calculated by subtracting the known vector from the measured vector. US2008189934 also describes additional/alternative techniques which could be used to determine the offset between the scale axis B and the axis of rotation when there is a known offset between the geometric axis and the scale axis B.
[0047] In the embodiment described, the DTI 120/displacement sensor interacts with/inspects the outer perimeter/circumferential surface 109 of the disc scale member 102. However, this need not necessarily be the case; for instance the DTI 120/displacement sensor could interact with/inspect another axially-extending surface provided with the disc scale member 102. For example, with reference to
[0048]
[0049] In the embodiments described above, the sensor inspects/interacts with a part of the disc scale member which has been integrally formed with the part of the disc scale member on which the scale features are provided (i.e. the surface of the part inspected by the sensor and the part on which the scale features are provided are a single piece). However, this need not necessarily be the case. For example, as shown in
[0050] In the embodiments described above, the sensor 120, 220, 320, is held stationary and the disc scale member 102 is rotated, and the output of the sensor is used to determine radial position of the axially-extending circumferential surface at a plurality of different rotational positions of the disc scale member 120, from which the offset between the scale axis B and the axis of rotation A can be determined. In an alternative embodiment, the disc scale member 102 (and the shaft 103/rotary part of the machine) is held still, and measurements of the radial position of the axially-extending circumferential surface are taken at different circumferential positions. For example, as shown in
[0051] In the embodiment described the disc scale member 102 comprises optical scale features 106, but this need not necessarily be the case. For instance, the disc scale member 102 could comprise magnetic, inductive or capacitive scale features. Furthermore, in the embodiment described, the readhead 110 and disc scale member 102 are configured to work via reflection of light from the disc scale member 102 (in that the light from the readhead 110 is reflected by the scale back toward the readhead, and in that the readhead's illumination and scale detection components are on the same side of the scale). However, this need not necessarily be the case, and the readhead 110 and disc scale member 102 could be configured to work via transmission of light from the disc scale member 102 (in which case the readhead's light source and sensor could be on opposite sides of the disc scale member 102).
[0052] In this embodiment, the disc scale member 102 is an incremental scale disc and the scale features 106 comprise a series of periodically arranged features which the readhead 110 can read in order to provide a count of the relative position/movement of the scale disc 4 and the readhead 10. As is common in the field of incremental encoder apparatus, the disc scale member 102 could comprise one or more reference marks which can be read by the readhead 110 when it passes the readhead, so that the readhead 110 can identify a reference position on the disc scale member 102. Of course, the disc scale member 102 could be an absolute scale disc, in which case the scale features 106 can be arranged so as to define a series of unique absolute positions such that the absolute position of the disc scale member 102 and readhead 110 can be determined on start-up without requiring relative motion of the disc scale member 102 and the readhead 110.
[0053] In the embodiment described above, the disc scale member has a central hole 107. As will be understood, in other embodiments, the disc scale member 102 might not have a central hole and/or it might be that there isn't a part 104 of the shaft which extends through the disc scale member 102.
[0054] Furthermore, in another embodiment, the disc scale member 102 might have one or more radially resilient members (e.g. flexures, for instance integral flexures) located around the inner circumference of the central hole 107 which are configured to engage the part 104 of the shaft extending through the central hole. Such radially resilient members could be configured such that the inner diameter defined by the radially resilient members is smaller than the diameter of the part 104 of the shaft so that they are radially displaced when the disc scale member 102 is mounted on the shaft 104, thereby causing the disc scale member to automatically adopt an initial default radial position. Examples of such embodiments are depicted in
[0055] In the embodiments described above in connection with
[0056] On the assumption that the four flexures 516 are nominally identical, they should ensure that disc scale member 502 is nominally centred on the part 104 of the shaftin other words, the action of force fitting the disc scale member 502 on the part 104 of the shaft should cause the disc scale member to self-centre on the part 104 of the shaft. However, relying on the self-centring ability of the disc scale member 502 might not be sufficient, and/or the actual axis of rotation A might be different from the physical central axis of the part 104 of the scale. Accordingly, even with such self-centring ability it might be advantageous to be able to determine the offset between the scale axis B and the axis of rotation A.
[0057] As schematically illustrated in steps (a) to (d) of
[0058] The installer can then check the radial position of the scale disc member 502 at step (b). In line with the above-described embodiments, this could be achieved mechanically, for example using a Dial Test Indicator (DTI) 120 on an outer edge of the disc as it is rotated. Optionally, a non-contact, e.g. optical method could be used. If as a result of this step an offset between the scale axis B and the axis of rotation A is determined, then the installer can fine tune the radial position of the scale disc member 502 at step (c). This is achieved in this embodiment via the use of one or more adjustment bolts 528. An adjustment bolt 528 comprises a threaded portion 529 and a tapered head 531. As shown, a first adjustment bolt 528 can be received through the void of a first flexure 516a, such that a threaded portion of the adjustment bolt is received within a threaded hole 132a in the ledge 103 of the shaft 104. As per a normal threaded member, the adjustment bolt 528a can be rotated so as to change its axial position. Accordingly, as the adjustment bolt 528a is further rotated to cause it to penetrate further into the threaded hole 32, the tapered head 31 will push against flexure 516a with increasing force. In view of that the flexure 516a is butted up against the part 104 of the shaft 104, the flexure 516a is fixed in place and cannot move, and so the tapered head 31 will cause the main annular body of the disc scale member 502 to move (in this example in the Y-dimension).
[0059] When the annular body 5 is in the desired radial position, then as illustrated in step (d) of
[0060]
[0061] Similar to embodiment of
[0062] In contrast to the embodiment of
[0063] In the embodiments described above, the offset is reduced by adjusting position. For context, it is noted that in applications in which the applicant's disc scale members are likely to be used, it is unlikely that adjustments of greater than 50 m would ever be required, and it could be that the extent of the adjustment is a small as a couple of microns. It should also be noted that the determined offset/eccentricity could be used to for error compensation purposes. For example, an error function and/or map (e.g. look-up table) could be created from the determined offset and used during subsequent reading of the scale so as to correct the output of the readhead (e.g. either before or after the measurement signal leaves the readhead).
[0064] In the embodiments described above, the axially-extending surface is provided on an annularly-extending reference feature that is centred on and extends around a reference axis that is parallel to the scale axis. In the embodiments of
[0065] In alternative embodiments, the axially-extending surface need not comprise a continuous annularly extending surface like those described above. For example, the disc scale member could comprise at least three annularly spaced, discrete, upstand features each providing an axially-extending surface which can be inspected to determine the offset. In another alternative embodiment, the outer circumferential surface of the disc scale member need not have a constant radius, but an axially-extending surface thereof can still be inspected to determine the offset between the scale axis and axis of rotation if the geometry of the outer circumferential surface is known.