Deformation characteristics and angular error compensation of taper-mounted circular grating optical encoders

IF 5.2 2区工程技术 Q1 ENGINEERING, MULTIDISCIPLINARY

Measurement Pub Date : 2025-04-27 DOI:10.1016/j.measurement.2025.117694

Guangzhen Li , Yiming He , Zhaoliang Gong , Xiangyu Zhao , Lei Zhang

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引用次数: 0

Abstract

In recent years, taper mounting has become the predominant mounting configuration for circular grating optical encoders, owing to its superior mechanical stability and facile adjustability. Nevertheless, the installation deformation induced by screw tightening can result in significant angular errors. In this paper, the characteristics and mechanisms of deformation errors were analyzed for the first time. By employing a finite element method rather than a full mathematical modelling approach, the analysis denotes that the angular error resulting from installation deformation can be expressed in terms of a harmonic function with a period of 2π/m, where m represents the quantity of installation screws. Subsequently, leveraging “m cycle” fluctuation, a comprehensive model for angular error compensation that considers all installation errors, including deformation, eccentricity and inclination, is put forward. The experimental results with an uncertainty of 0.3″ indicate that the amplitude of the deformation error is 0.63″, deviating from the theoretical value of 0.68″ by merely 7.4%. After being compensated by the proposed comprehensive model, the angular error is diminished by 87.6% and attains a value of 2.58″, which is even better than the manufacturing accuracy of 3.5″. The results demonstrate that deformation error represents a significant error factor in precision circular grating optical encoder systems, and corroborate the validity of the proposed deformation error mechanism and the effectiveness of the comprehensive compensation model.

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锥形圆光栅光学编码器的变形特性及角误差补偿

近年来，锥度安装由于其优越的机械稳定性和易于调节，已成为圆光栅光学编码器的主要安装形式。然而，由螺丝拧紧引起的安装变形会导致明显的角度误差。本文首次分析了变形误差的特征和产生机理。通过采用有限元方法而不是完整的数学建模方法，分析表明，由安装变形引起的角误差可以用周期为2π/m的调和函数表示，其中m表示安装螺钉的数量。随后，利用“m周期”波动，提出了考虑变形、偏心、倾角等安装误差的角误差综合补偿模型。不确定度为0.3″的实验结果表明，变形误差幅值为0.63″，与理论值0.68″的偏差仅为7.4%。经综合模型补偿后，角误差减小87.6%，达到2.58″，优于3.5″的制造精度。结果表明，在精密圆光栅光学编码器系统中，变形误差是一个重要的误差因素，验证了所提出的变形误差机理和综合补偿模型的有效性。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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来源期刊

Measurement 工程技术-工程：综合

CiteScore

10.20

自引率

12.50%

发文量

1589

审稿时长

12.1 months

期刊介绍： Contributions are invited on novel achievements in all fields of measurement and instrumentation science and technology. Authors are encouraged to submit novel material, whose ultimate goal is an advancement in the state of the art of: measurement and metrology fundamentals, sensors, measurement instruments, measurement and estimation techniques, measurement data processing and fusion algorithms, evaluation procedures and methodologies for plants and industrial processes, performance analysis of systems, processes and algorithms, mathematical models for measurement-oriented purposes, distributed measurement systems in a connected world.