Module - 4 Digital and Intelligent Sensors: Position Encoders
Module - 4 Digital and Intelligent Sensors: Position Encoders
MODULE – 4
DIGITAL AND INTELLIGENT SENSORS
The presence of digital systems for information processing and display in measurement
and control systems makes digital sensors very attractive.
Because their output is in digital form, they require only very simple signal conditioning
and are less susceptible to electromagnetic interference than analog sensors.
Digital sensors are grouped into 3 classes:
The first yields a digital version of the measurand. This group includes position
encoders.
The second group is based on physical oscillatory phenomenon that is later sensed by
a conventional modulating or generating sensor. Sensors in this group are designated
as self-resonant, variable-frequency, or quasi-digital sensors. They require an
electronic circuit (a digital counter) to yield the desired digital output signal.
The third group of digital sensors use modulating sensors included in variable
electronic oscillators. Because the oscillation frequency is measured digitally, these
sensors do not need any ADC.
POSITION ENCODERS
Linear and angular position sensors are the only type of digital output sensors available
in different commercial models. Incremental encoders are in fact quasi-digital.
Incremental Position Encoders
An incremental position encoder consists of a linear rule or a low-inertia disk driven
by the part whose position is to be determined.
As shown in figure 4.1, the element includes two types of regions or sectors arranged
in a repetitive pattern having a property that differentiates them.
Figure 4.2 a. Magnetic incremental position encoders using Coil and magnet
A minimal and maximal velocity determines the application range for this method as
used in antilock braking systems (ABS) in cars.
An AMR or GMR sensor can replace the coil to obtain a change in resistance whose
amplitude does not depend on the turning speed.
Figure 8.2b shows, an inductive system but this time based on a toroid with two
windings.
One winding is used for exciting, using currents between 20 kHz and 200 kHz, and the
other is used for detection.
There are two output states:
“1” when no voltage is detected and
“0” when a voltage with the exciting frequency is detected.
Electric encoders
Electric encoders can be capacitive or contacting encoders.
They use a patterned strip without shielding between the scale and the ruler.
This results in a cyclic change in capacitance with a period equal to the pitch, as low as
0.4 mm.
The contacting encoder, as shown in Figure 4.3, has a moving element formed by an
alumina substrate with a fused glass layer and a conductive palladium-silver pattern
screen printed on top of the glass.
During the fabrication process, the conductive pattern sinks into the glass to yield a 5
mm to 8 mm step-height differential between the conductor and the insulator surface.
The wiper is from precious metal.
This silver-in-glass technology offers low cost, ruggedness, high-resistance to corrosion,
and life expectancy of up to fifteen million cycles, far above the 100,000 cycles of former
PCB designs.
Optical encoders
These are based on opaque and transparent regions, on reflective and nonreflective
regions, and also on interference fringes.
With opaque and transparent regions - chromium on glass, slotted metal and so on are
used. The emitter and the receiver must be placed on each side of the moving element
as shown in Figure 4.4a.
Glass disks are more stable, rigid, hard, and flat than metal disks, but are less resistant
to vibration and shock.
With reflective and nonreflective zones - polished steel with an engraved surface as
shown in Figure 4.4b. The emitter and the detector must be on the same side of the
coding element.
Figure 4.4 Incremental optical encoder. (a) With opaque and transparent sectors. (b) With
reflective and nonreflective sectors.
Figure 4.5 Optical incremental encoder based on interference fringes (moiré patterns).
The horizontal dark fringe moves in the vertical direction when the sliding rule moves
horizontally.
If the inclination α is such that tan 𝛼 = 𝑝⁄𝑑 , a relative displacement p (line pitch)
produces a vertical displacement d of a dark horizontal fringe.
When the detector produces two sinusoidal outputs with different phase shifts,
interpolation methods can increase the resolution by a factor of up to 256.
One interpolation method digitally measures the phase from the quadrature outputs
where Vp is the amplitude of the output voltage, N is the number of steps (pitches) in one
turn, and θ is the current shaft angle, calculated from
θ is a periodic quantity that gives 2π rad for each 3600/N angle increment.
To measure the phase, the 2 π rad phase plane is divided in several sectors and the
sector corresponding to each Va, Vb pair is stored in a ROM.
Va and Vb are each digitized by an ADC, and the system looks in the ROM for the
corresponding phase.
Resolution:
Optical encoders yield the highest resolution. The limiting factor is the photodetector size.
Resolution can be increased by using one or several fixed grids or masks with opaque and
transparent regions, placed between the movable element and the detector, and having
the same pitch as the encoded element as shown in Figure 4.6.
The detector receives the maximal light when all the grids and the movable encoded
element are perfectly aligned.
In optical and contacting (electric) encoders, another encoded track having a small
phase shift with respect to the first one is added, with its corresponding read head.
In interference fringe encoders and in high-resolution optical encoders, two optical
units are used, which yield two signals with a 900 relative phase shift.
Some encoders use two additional units at 1800 with respect to the other two, to further
increase the resolution.
Absolute positioning:
In order to detect the absolute position of the movable part, an up-down counter is
used that is fed by pulses from the detector (Figure 4.9a).
The direction of counting is determined by the movement direction.
Resetting is done through a third encoder output signal termed marker or zero index
(home position)(Figure 4.9b)
Figure 4.10 Principle of absolute position encoders for linear and rotary movements
The Gray code is the commonest continuous code and has the same resolution as the
natural binary code.
If the output information is to be sent to a computer, it must be first converted to binary
code.
Gray to Binary code conversion is done as following. Figure 4.11 shows the corresponding
circuit
Disks directly coded do not require any conversion, but have the ambiguity problem.
To resolve this, a double set of reading heads displaced by a given distance between them
is used and decision rule is applied so that the reading only from one of the two sensors
for each track is accepted.
Also, a marker is placed in the center of each track and accepts the read head signal only
when it signals a non-transition zone between positions.
Resolution:
The resolution of absolute encoders is from 6 bits to 21 bits in Gray code (8 bits to 12 bits
is common), with diameters from 50 mm to 175 mm for rotary encoders and accuracy up
to 20”.
The resolution improves by increasing the number of encoded tracks, but the resulting
increase in diameter and inertia limits this solution.
An alternative is to use a gear and another encoder, but the final resolution always
limited by that of the first disk.
Another method to increase resolution is to add a fixed grid to produce sinusoidal
outputs and then interpolate as in incremental encoders.
The movable disk includes an additional radial track along the disk periphery as shown
in Figure 4.12.
Figure 4.12 Digital encoder disk with an added track (along the external perimeter
A more efficient absolute encoder has a single encoded track placed along the
periphery.
The reading head is at a distance that depends on the pitch and the desired resolution.
For a 0.1 mm pitch, to have a 10 bit resolution a circumference of 102.4 mm is required,
hence a radius of 16.3 mm.
The track code is a pseudorandom binary sequence (PRBS).
A PRBS with 2n - 1 terms can be generated using an n-bit register with a modulo-2
feedback.
Figure 4.13, shows the 4 bit shift register with the feedback equation R (5) =R (1) ⨁ R (2)
that generates the 15-bit sequence 000100110101111.
A 4 bit window sliding over this sequence is unique.
Figure shows the code corresponding to the positions x = 0 and x = 7.
Figure 4.13 A 4 bit shift register with feedback generates a 15 bit pseudorandom binary
Sequence
Applications
High-resolution measurement and control of linear and angular positions.
Slow movements or where the movable element remains inactive for long time periods,
such as parabolic antennas.
In robotics, plotters, machine tools, read head positioning in magnetic storage disks,
radiation source positioning in radiotherapy, radar, telescope orientation, overhead cranes,
and valve control.
Also sense any quantity that can be converted to displacement by means of an appropriate
primary sensor as in liquid level measurements using a float.
RESONANT SENSORS
Sensors based on a resonant physical phenomenon produce an output frequency that
depends on a measurand affecting the oscillation frequency.
They require a frequency-counter to measure either the frequency or the oscillation period
based on an accurate and stable clock.
Sensors use either harmonic oscillators or relaxation oscillators.
Harmonic oscillators store energy that changes from one form of storage to another.
In relaxation oscillators there is a single energy storage form, and the stored energy is
periodically dissipated through some reset mechanism.
Quartz clocks are accurate to derive a time base for most sensor applications, but they
drift with time and temperature.
Time drifts arise from
structural changes due to defects in crystal lattices,
mechanical stress from supporting elements and
mass changes because of absorption and desorption of contaminant gases inside the
crystal package.
Aging curves describing Δf / f are first exponential but become stable after a few weeks or
months as shown in Figure 4.14a.
Figure 4.14a Aging curve for a quartz crystal oscillator (b) the temperature stability of
quartz oscillators
Thermal drifts are the basis of quartz thermometers and have the form of a recumbent
``S.''
Their value depends on the particular crystal cut.
Figure 4.14b shows a family of temperature stability curves for a 10 MHz fundamental
quartz crystal with the angle of cut with respect to the z-axis as parameter; the z-axis is
the optical axis, which permits light to pass readily.
For quartz clocks, the 35013’ cut yields the best stability over a short temperature range
about ambient temperature.
The 35015’ cut (the AT cut, preferred above 1 MHz) has a better stability from 00C to 500C.
The presence of a resonant circuit in Figure 4.15a permits the crystal to be used in an
oscillator.
At series resonance
Some temperature probes include the electronic circuitry to output a pulse frequency
signal so as to enable remote sensing with low interference susceptibility than analog
voltage output.
Oscillator frequencies range from 256 kHz to 28 MHz with temperature coefficients (a)
from 19 x 10-6 /0 C to 90 x 10-6 /0C.
Sensitivities are up to about 1000 Hz/0C in the range from -500C to 1500C.
Resolution can be as high as 0.00010C.
Some probes reach -400C to 3000C, but with reduced linearity.
Low-mass probes can be used for infrared radiation intensity measurement.
Quartz Microbalances
The oscillation frequency of a crystal resonator decreases when the crystal mass
increases.
If the initial oscillation frequency is f0, a deposition of a small mass Δm on a crystal
with surface area A and density ρ yields an approximate frequency shift given by the
Sauerbrey equation
where n is the harmonic number considered, l is the length of the ``string'' (e.g., a long
slender quartz beam), T is the stress applied, and r is the density of the crystal material.
Quartz being piezoelectric, the vibration can be excited by a driving alternating voltage.
Voltage applied to surface electrodes creates an electric field that flexes a quartz beam
as shown in Figure 4.17a and the oscillation frequency is that of the voltage detected by
electrodes deposited on the crystal.
Figure 4.17 (a) Quartz beam (b) Force sensor based on a quartz vibrating beam
The high stiffness of quartz makes it suitable for force, torque, and pressure
measurement.
A matched crystal placed nearby yields a signal to compensate temperature
interference.
Figure 4.17b shows a sensor for tensile and compressive force based on a single quartz
beam.
Other models have two or three beams.
Load cells use a push rod to transmit the input force to the quartz sensor through a
lever mechanism.
An oscillator excites the drive tines so that they move toward and away from one
another at a high frequency. Because of the Coriolis effect, there is a force acting on
each tine,
APPLICATIONS:
It has been used
to control angular velocity in aircraft, robots, and hydraulic equipment,
to instrument automobile motions during crash tests,
to evaluate rider quality in high-speed trains,
to navigate autonomous underwater vehicles,
to stabilize infrared cameras on helicopters, and in other applications.
SAW Sensors
A perturbation produces waves on the surface of a liquid as well as on solid.
A method to produce a surface perturbation is to place two interleaved metallic electrodes
(e.g., aluminum) on the surface of a piezoelectric material as shown in Figure 4.19.
Figure 4.20 Oscillator based on a surface acoustic wave device used as a delay line.
where
o 𝛷0 = 2𝜋𝑓𝐿⁄𝑣 is the phase shift due to the wave transit time from one electrode pair
to the other;
o 𝛿𝛷0 is the phase increment due to the substrate deformation and temperature
change, if any; and
o 𝛷𝑒𝑥 is the phase shift due to the amplifier and to the external impedance matching
network.
The system oscillates when 𝛷𝑇 = 2𝑛π and the amplifier gain exceeds the total loss in the
system.
The oscillation frequency conveys information about the measurand.
Alternately, the delay time in a delay line can be measured with an emitter and a receiver
as shown in Figure 4.20.
Any change in the propagation zone (L) that affects the velocity v or the length will be
detected.
The emitter sends a wave packet that propagates on the surface with a velocity that
depends on the boundary conditions.
Piezoelectric materials used for SAW sensors are quartz and LiNdO3.
APPLICATIONS
SAW SENSORS are used to measure temperature, force, torque, pressure, acceleration,
and gas concentration by mass adsorption (chemosensors).
Gas flow is measured by detecting its cooling effect on a SAW delay line oscillator.
SAW sensors are very small, because v is of the order of 300 m/s to 4000 m/s and d
(spatial periodicity) is about 1 μm.
They are simple and manufactured by photolithographic methods , hence relatively
inexpensive.
where F is the mechanical force applied to it and μ is the longitudinal mass density
(mass/length).
If the position of one of the ends changes as it is mounted on a movable support, then the
oscillation period is directly proportional to the displacement.
If a force is applied, the resulting oscillation frequency is directly proportional.
Strain measurement can be done using the above equation, which results in
where f0 is the conduit oscillation frequency when there is no liquid, and ρ0 is a constant
that depends on system geometry.
The output frequency can be measured with a PLL whose voltage-controlled oscillator
(VCO) drives the vibrating tube.
Digital Flowmeters
Vortex Shedding Flowmeters
The oscillations in a flowing fluid results in a variable frequency signal, which depends on
fluid velocity. These oscillations can be natural or forced.
For gases, the forced oscillations are produced by placing a grooved conduit inside the
pipe so that the outcoming flow is helical and has its maximal velocity (minimal pressure)
at a point that shifts back and forth.
The frequency at which this low-pressure point passes by a fixed detector is proportional
to fluid velocity, and therefore to volumetric flow.
Fluctuations in the shifting point are sensed by a piezoelectric pressure sensor or a
thermistor (for temperature changes).
Signal frequency ranges from 10 Hz to 1000 Hz.
For liquids, a blunt object (vortex shedder) is place inside the conduit which is nonaligned
with the flow lines as shown in the Figure 4.23.
This also works for gas and steam.
This method is fairly accurate (about 0.5 %) and independent of fluid viscosity, density,
pressure, and temperature.
It is used for flow measurements at high temperature and high pressure.
Its main shortcomings are that it introduces a large drop in pressure and is unsuitable for
dirty, abrasive, or corroding fluids.
(a) (b)
(c)
Figure 4.24 (a) Coriolis flowmeter based on a vibrating U tube. (b) When the tube moves
upward, the fluid exerts a downward force at the inlet and an upward force at the outlet
that results in (c) a tube twist.
Coriolis flowmeters measure mass directly and can measure corrosive fluids and difficult
fluids such as slurries, mud, and mixtures.
There are models with two tubes, and different forms (S, Ω, and loop).
They are not affected by changes in fluid pressure, density, temperature, or viscosity and
can achieve an uncertainty of about 0.3 %.
They are not useful for low-pressure gas because of the low forces they develop.
Turbine Flowmeters
Turbine flowmeters consist of a multiple-blade rotor placed inside a pipe with its
rotation axis perpendicular (for low/medium flow rates) or coaxial (for high flow rates)
to the fluid flow.
The rotor is suspended in the fluid by ball or sleeve bearings.
As the fluid passes through the blades, the rotor spins at a velocity proportional to the
average flow rate.
The rotational speed is sensed by a magnetic pickup placed outside the pipe.
Each time a turbine blade with an attached magnet or Wiegand wire passes the base of
the pickup, it generates an electric pulse.
Alternatively, the magnet can be mounted in the pickup and the vane rotation changes
the reluctance.
The total number of pulses in a given time interval is proportional to the total volume
displaced.
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