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Calibration &
Alignment Manual
Table of Contents

About This Manual i

Structure of this Manual ii

Symbols Used in QVI Documentation iii

Section 1: Introduction 1-1

What Is ICE? 1-2

Key Terms 1-2

Customer Service and Technical Support 1-4

Section 2: Getting Started 2-1

Backing Up the UCP Database 2-2

Starting ICE (Online Mode) 2-5

ICE Application Window 2-8

ICE Navigation Tree 2-9

Secure Access Levels 2-11

Available Functions for Each Access Level 2-11

Changing the Access Level 2-13

Section 3: System Configuration 3-1

Configuring an Optical Tool (Lens) 3-2

Configuring a Touch Probe Tool (Stylus) 3-5

Configuring a Laser Tool 3-9

Configuring Calibration Artifacts 3-11

Configuring an Alignment Reticle 3-12

Configuring a Calibration Sphere 3-14

Zoom 12 Calibration & Alignment Manual Table of Contents


Configuring a Laser Reticle 3-17

Configuring a Rotary Calibration Artifact 3-19

Configuring a Change Rack 3-21

Configuring a Single Rotary 3-23

Section 4: System Calibration & Alignment 4-1

Calibration and Alignment Sequence 4-4

Tools and Materials Required 4-10

Optical Alignment Specifications 4-11

Calibration Reports 4-11

Calibration History Log 4-12

Sensor Calibration Status 4-13

Before You Start 4-14

Camera Parfocal Alignment 4-15

When to Perform 4-15

Required Artifact 4-15

Checking Parfocal Alignment 4-16

Adjusting Parfocal Alignment 4-19

Camera Coaxial Alignment 4-21

When to Perform 4-21

Required Artifact 4-21

Checking Coaxial Alignment 4-22

Adjusting Coaxial Alignment 4-25

Camera Rotational Alignment 4-28

When to Perform 4-28

Required Artifact 4-28

Checking Rotational Alignment 4-29

Adjusting Rotational Alignment 4-32

AccuCentric Reticle Adjustment 4-36

When to Perform 4-36

Checking AccuCentric Reticle Focus 4-36

Focusing the AccuCentric Reticle 4-38

Zoom 12 Calibration & Alignment Manual Table of Contents


Checking AccuCentric Reticle Alignment 4-39

Centering the AccuCentric Reticle 4-41

Grid Projector Focus 4-42

When to Perform 4-42

Required Artifact 4-42

Checking Grid Projector Focus 4-43

Adjusting Grid Projector Focus 4-46

Laser Pointer Alignment 4-48

Checking Laser Pointer Alignment 4-48

Adjusting Laser Pointer Alignment 4-51

Flash TTL Laser Alignment 4-52

When to Perform 4-52

Required Artifact 4-52

Checking Flash TTL Laser Alignment 4-53

Center Pixel Calibration 4-67

When to Perform 4-67

Required Artifact 4-67

Calibrating the Center Pixel 4-68

Optics Calibration 4-72

When to Perform 4-72

Required Artifact 4-72

Calibrating the Optics 4-73

Autofocus Calibration 4-78

Required Artifact 4-78

Performing Autofocus Calibration 4-79

Focus Diagnostic 4-86

When to Perform 4-86

Required Artifact 4-86

Finding the Focus Step Sizes 4-87

Z-Axis Verification 4-91

Non-Linear XY Verification 4-92

Verifying Non-Linear XY Stage Calibration Using MeasureMind 3D 4-93

Zoom 12 Calibration & Alignment Manual Table of Contents


Staging the Grid Reticle 4-94

Verifying the Grid Calibration File and Coordinates 4-95

Creating a New Grid Calibration File (If Necessary) 4-97

Selecting the Tolerance Specification 4-98

Specifying an E2 Tolerance Specification 4-98

Specifying an XY Tolerance Specification 4-99

Outputting Results to a Printer 4-100

Outputting Results to a Statistics File 4-100

Grid Reticle Measurement Options 4-100

Verifying XYStage Calibration 4-101

Verifying Non-Linear XY Stage Calibration Using Measure-X 4-102

Staging the Grid Reticle 4-103

Verifying the Grid Calibration File and Coordinates 4-104

Creating a New Grid Calibration File (If Necessary) 4-106

Selecting the Tolerance Specification 4-108

Specifying an E2 Tolerance Specification 4-108

Specifying an XYTolerance Specification 4-109

Verifying XY Stage Calibration 4-110

Grid Results 4-114

Sensor Calibrations 4-115

Required Artifact 4-115

What Is the CSRP? 4-116

Calibration Levels 4-121

Calibrating the Sensor Offset for an Optical Tool 4-124

Calibrating the Sensor Offset for a Touch Tool 4-133

Calibrating a Flash TTL Laser 4-140

Calibrating the Sensor Offset for a Laser Tool 4-146

Change Rack Calibration 4-153

Calibrating a Change Rack 4-153

Single Rotary Calibration 4-159

Required Artifact 4-159

Calibrating a Single Rotary 4-160

Zoom 12 Calibration & Alignment Manual Table of Contents


Light Balance Calibration 4-171

Requirements 4-171

Checking the Lights 4-172

Adjusting the Light Offsets 4-173

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Zoom 12 Calibration & Alignment Manual Table of Contents


About This Manual

Welcome!

Quality Vision International, Inc. (QVI) has produced this Calibration & Alignment
Manual as part of its ongoing effort to provide users with useful, comprehensive
documentation. This manual has been developed using documentation standards
and a design that enhances readability and makes information easier to find.

About This Manual i


Structure of this Manual

Section Description

Introduction Provides an overview of ICE, includes definitions of


key terms related to ICE, and includes information
on technical support.

Getting Started Describes how to back up the UCP database and


start ICE, describes the layout of the ICE user
interface, describes the ICE Navigation Tree,
provides information on the different access levels,
and describes how to change the access level.

System Configuration Describes how to add tools, artifacts, and


accessories to the system.

System Calibration & Describes how to calibrate and align the system.
Alignment

ii About This Manual


Symbols Used in QVI Documentation

Warns you of the possibility of personal injury due to electric shock when
performing a task related to the subject matter of this manual.

Warns you of the possibility of personal injury related to the subject matter
of this manual.

Warns you of the possibility of hazardous exposure to laser radiation.

Alerts you to the potential for damage to hardware or software. Special


instructions may be included to minimize this risk.

Alerts you to the potential for damage due to electrostatic discharge. Special
instructions may be included to minimize this risk.

Alerts you to an important note.

About This Manual iii


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iv About This Manual


Sectio
Introduction

What Is ICE? 1-2

Key Terms 1-2

Customer Service and Technical Support 1-4

Section 1: Introduction 1-1


What Is ICE?

ICE, the Independent Calibration Engine, is an application used to calibrate and


configure QVI measurement systems. All QVI measurement applications use the
configuration and calibration data obtained from ICE to control the system hardware.
Although you may be able to calibrate the hardware with a measurement application,
that calibration data will not be retained when you close the application. ICE
calibration data is always retained.

All ICE calibration functions are wizard-based to guide you step by step, and to
ensure consistency between users. ICE also includes diagnostic tools to help
monitor system status and troubleshoot system performance.

Access to calibration functions using ICE is restricted to protect the integrity of the
system, and to prevent unauthorized users from attempting calibration. Authorized
users have the ability to perform routine calibrations.

NOTE: This manual is current with release 4.0.x of the ICE software.

Key Terms

l Artifact

A reference standard with known characteristics such as spacings,


diameters, lengths, etc. Also called a "standard."

l Calibration

The process of determining the deviation from a standard and making the
necessary adjustments or applying correction factors so that a measuring
machine meets the standard.

l Common Sensor Reference Point (CSRP)

A point within the measuring volume of the machine that all sensors are offset
from. If the machine has volumetric corrections enabled, the CSRP is the
reference point for the machine error map. See page 4-116 for more
information.

l Machine Reference Point (MRP)

The absolute datum point where the X, Y, and Z axes positions in absolute
machine coordinates are all zero.

1-2 Section 1: Introduction


l Measuring Point (MP)

For a given set of tools on a probing system, this is the reference point for
data gathering.
o Optical Sensor The intersection of the optical centerline (which is
aligned to the center pixel of the camera) and the focal plane.
o Touch Probe Sensor The location of the center of the calibrated
probe tip.
o Laser Sensor The intersection of the optical axis and the center of
the capture range.

l Measuring Point Offset (MPO)

The signed distance (X,Y,Z) from the Measuring Point (MP)of each sensor to
the Common Sensor Reference Point (CSRP).

l Probing System (PS)

A sensor type supporting one or more interchangeable tools. Each tool has a
separate and unique MPO. Examples of different types of probing systems
are optics and touch probes.

l Probing Sensor Interface (PSI)

A fixed point on the probing system where different tools mount. See page 4-
116 for more information.
o For an optical sensor, this is the center of the area where lenses are
attached.
o For a probe, this is the center of the end of the wand.

l Probing Sensor Offset (PSO)

The signed distance (X,Y,Z) from the Probing System Interface (PSI) to the
Common Sensor Reference Point (CSRP).

l Qualifying a Sensor

The process of determining the XYZ offset from a sensor and tool
combination to the system reference point (CSRP). The system does not
consider a sensor and tool combination fully calibrated until it knows the
offset from the CSRP.

l Restore Point

A UCP database backup file that contains metadata related to whatever is


pertinent to the state of the machine when the Restore Point was created,
such as MPS version, UCP version, date and time, current user, and current
machine. This information is helpful when determining which file to restore.

Section 1: Introduction 1-3


l Sensor

A device that acquires and captures data.


o Optical Sensor A type of non-contact sensor that uses a video
camera to image a part and then measure the image.
o Laser Sensor A type of non-contact sensor that projects a laser
beam onto the surface of the part and uses specialized detectors to
measure a point.
o Touch Sensor A type of contact sensor.

l Tool

Any object that attaches to a sensor. For example, a replacement lens, lens
attachment, laser lens, or probe stylus.

l Verification

Determination through objective evidence that an item fulfills specified


requirements.

Customer Service and Technical Support

OGP offers customer service and technical support contracts that are tailored to
meet your specific needs and to protect the value of your investment.

OGP also offers Software Maintenance Agreements (SMA) which provide updates
of software products, application assistance, and discounts on purchases of
metrology software upgrades.

For information about technical support and customer service:

l Contact the QVI channel partner who provided your OGP product

l Call QVS at 1.800.797.5780 in the United States from 8:00 AM to 5:00 PM


Eastern Time, Monday through Friday

l Send email inquiries toservice@ogpnet.com

l Visitwww.ogpnet.com

NOTE: Contact information for technical support is on the serial number label on
your OGPproduct.

1-4 Section 1: Introduction


Sectio
Getting Started

Backing Up the UCP Database 2-2

Starting ICE (Online Mode) 2-5

ICE Application Window 2-8

ICE Navigation Tree 2-9

Secure Access Levels 2-11

Section 2: Getting Started 2-1


Backing Up the UCP Database

The Universal Configuration Provider (UCP) server is a Windows system service


that starts up automatically whenever you start up the system controller. The server
manages the configuration and calibration database where all system parameters
and calibration data are stored and used by the QVI measurement applications. The
data in the database is encrypted and cannot be viewed or edited, and it supersedes
the data in the configuration files for the measurement applications.

For your own protection, back up the UCP database to removable, write-protected
media on a routine basis, and before performing any of the calibration or alignment
functions in ICE. This will allow you to restore a previous configuration of known
good system parameters and calibration data if inadvertent changes are made to the
system, or if the system controller suffers a hard drive failure.

NOTE: For information on how to restore a backup of the UCP database, see
"Restoring the UCP Database" in the ICE User Guide, which is accessible from the
Help menu in ICE.

2-2 Section 2: Getting Started


To back up the UCP database

1. Close all QVI applications.

2. If the Windows taskbar is not already displayed, press the Windows key on
the keyboard.

3. Right-click the UCP icon in the Windows notification area (to the right
of the Windows taskbar) and click Backup Database.

NOTES:

l If Backup Database is disabled, click Clear Sessions, and then


repeat Step 3.

l If the UCP icon is not visible in the Windows notification area, go to


the C:\Program Files\QVI\UCP folder and double-click the
qviUcpSysTray.exe file.

Section 2: Getting Started 2-3


4. Click Save.

NOTE: By default, the UCP database backup file is saved in


C:\Users\Public\Public Documents\QVI\Databases.

5. Click OK.

NOTES:

l We recommend saving the file on removable media (for example, an external


hard drive or an optical disc).

l We also recommend creating multiple backups, and store all backup files in a
secure place.

2-4 Section 2: Getting Started


Starting ICE (Online Mode)

NOTE: It is assumed that you already started up the system, and the Portal
Navigation Panel is on the screen.

1. Close any open QVI measurement applications.

2. On the Portal Navigation Panel, point to System and click ICE.

3. If the window on the right appears, click Continue.

NOTE: This window only appears if power has not been removed from the
machine since the last time it was initialized.

4. Press Stop / Start when prompted.

Section 2: Getting Started 2-5


5. When the window below appears, do either of the following:

l Select the Home Stage-Zoom check box to perform a cold start,


which initializes the transports and zoom lens during the ICE startup
sequence (required if the transports have not been initialized since the
last system start up).

l Leave the Home Stage-Zoom check box unchecked to perform a


warm start, which does not initialize the transports during the startup
sequence.

NOTE: If you selected the Force Cold Start check box in the previous
window (shown on the previous page), the software automatically selects the
Home Stage-Zoom check box.

2-6 Section 2: Getting Started


6. If a rotary indexer is installed and you want to initialize it, select the Home
Rotary check box.

7. If the system has a touch probe sensor, do one of the following depending on
whether or not a stylus is attached:

l If a touch probe stylus is currently attached to the touch probe sensor,


select the correct stylus from the Tools list.

l If a touch probe stylus is currently attached to the touch probe sensor


and you want to unload the stylus before initializing the machine,
select the Unload Current Tool check box and manually remove the
stylus from the sensor.

l If a touch probe stylus is not attached to the touch probe sensor and a
stylus appears in the Tools list, either manually attach the correct
stylus to the sensor or select the Unload Current Tool check box
before continuing the initialization procedure.

8. Click Continue and wait for the initialization sequence to complete.

Section 2: Getting Started 2-7


ICE Application Window

Left panel Displays the ICE Navigation Tree

Middle panel Displays configuration and calibration information related to the


selected node on the ICE Navigation Tree, or instructions for completing the
selected alignment or calibration task.
Right panel Shows a live video image from the measurement machine, includes
illumination and magnification controls, and provides access to the video targets
appropriate for the selected task.
Digital Readout (DRO) Shows the calibrated XYZ location of the active tool.

2-8 Section 2: Getting Started


ICE Navigation Tree

The left panel of the ICE application window contains a tree view of components on
the system. Some of the items in the tree represent calibrations and others represent
physical hardware known to the system. Click any node to view information related
to that node.

Use the ICE Navigation Tree to activate/deactivate sensors, attach/detach tools,


and access various tasks.

System node Serial number of the machine.

Sensors/Tools node Under this node are listed all the sensors and tools known
to the system.
Sensor node Name of the sensor. Under this node are listed all the tools
available for use on the sensor.
l Optical sensors have two (2) levels: Sensor > Lenses

l Laser sensors have two (2) levels: Sensor > Laser lenses (in the case of
TTL lasers) or Laser tools (in the case of off-axis lasers)

l Touch probe sensors have four (4) levels: Sensor > Modules > Styli >
Tips
Tool node (bold text) Name of the tool currently attached to the sensor, and its
calibration level (see Calibration Levels for more information) double-click the
tool node and follow the on-screen instructions to detach the tool.

Section 2: Getting Started 2-9


Tool node (normal text) Name of the tool available (not attached) for use on the
sensor, and its calibration level (see Calibration Levels for more information)
double-click the tool node and follow the on-screen instructions to attach the tool.
Active sensor icon Indicates the sensor that is currently set as the active sensor
double-click the desired sensor node to activate/deactivate (depending on its
state) the sensor.
Probe tool tip node Name of the tip on the associated touch probe or scanning
probe tool, and its calibration level (see Calibration Levels for more information).
Cameras node Under this node are listed all the video cameras known to the
system.
Artifacts node Under this node are listed all the artifacts known to the system.

Change Racks node Under this node are listed all the change racks known to
the system, and the calibration status of each.

l Indicates the change rack is calibrated

l Indicates the change rack is uncalibrated


Deployment Mechanisms node Under this node are listed all the deployment
mechanisms known to the system, and the sensor attached to the mechanism.
Orientation Mechanisms node Under this node are listed all the orientation
mechanisms known to the system, and the sensor attached to the mechanism.
Digital I/O Devices node Under this node are listed all the digital I/O devices
known to the system.
Lights node Under this node are listed all the lights known to the system.

Stage node Under this node are listed all the stage calibrations, and whether or
not calibration data exists for each.

l Indicates calibration data exists

l Indicates calibration data does not exist


Rotaries node Under this node is listed the rotary indexer known to the system,
and the calibration status of the rotary indexer.

l Indicates the rotary indexer is calibrated

l Indicates the rotary indexer is uncalibrated

NOTES:

l Attaching/detaching a tool from the Flash TTL laser sensor or associated


optical sensor will update the tool stacks for both sensors because they
share an optical path and must always have the same tool.

l Sensor nodes are always shown in bold because sensors cannot be


detached.

2-10 Section 2: Getting Started


Secure Access Levels

Access to ICE functions is restricted to protect the integrity of the system, and to
prevent unauthorized users from attempting calibration and making changes to the
system.

l Open Access (default) enables basic calibration and alignment functions that
may need to be performed on a routine basis, such as optics calibration,
camera alignment, sensor offset calibration, etc. No special access code is
needed for Open Access.

l Support Access enables access to all system configuration functions and


diagnostics using a temporary Support Access code that is valid for that day
only.

l Secure Access enables access to all stage and sensor calibrations, new
sensor configurations, and diagnostics. Secure access is enabled by entering
the ICE Secure Access code contained in the machine shipment notification
for the system.

l Full Access enables access to all ICE functions. It is intended for internal
QVI personnel only.

Available Functions for Each Access Level

Open Support Secure Full


Function
Access Access Access Access

Log History

Configure Rotary

Configure Tool

Configure Change Rack

Configure Artifacts

Configure Digital I/O

Configure Camera

Calibration (everything except



Center Pixel and Stage)

Rotational Alignment Helper

Coaxial Alignment Helper

Configure Sensor
(read (read
only) only)

Section 2: Getting Started 2-11


Open Support Secure Full
Function
Access Access Access Access

Configure Corrections
(read (read
only) only)

Configure Machine

Configure Stage

Configure Deployment Mechanism

Configure Zoom

Configure Orientation Mechanism

Configure Lights

Configure Offsets

Configure PRL

Diagnostics (all)

Dual Z Drive Synchronization

TTL Laser Alignment Helper

Calibrate Center Pixel

Calibrate Stage

Seed Machine

NOTE: Any function not listed is assumed to be available for Open Access.

2-12 Section 2: Getting Started


Changing the Access Level

1. Click File, and then click Change Access Level.

2. Enter the access code for the desired access level.

3. Click Change.

4. Wait for the Current Access indicator to change and stop flashing. Then close
the dialog box.

Section 2: Getting Started 2-13


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2-14 Section 2: Getting Started


Sectio
System Configuration

Configuring an Optical Tool (Lens) 3-2

Configuring a Touch Probe Tool (Stylus) 3-5

Configuring a Laser Tool 3-9

Configuring Calibration Artifacts 3-11

Configuring a Change Rack 3-21

Configuring a Single Rotary 3-23

NOTE: For information on adding sensors and other accessories to the system, see
the ICE User Guide, which is accessible from the Help menu in ICE.

Section 3: System Configuration 3-1


Configuring an Optical Tool (Lens)

1. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Configure > Add Tool.

2. In the Name field, type a unique name for the lens.

Example: 2X_Laser_Lens or P5X_Lens_Attachment

NOTE: The name cannot contain mathematical characters or spaces.

3-2 Section 3: System Configuration


3. Select the lens type.

Lens Part Number Lens Type in ICE

Replacement lenses

1X replacement lens 639739 Zoom12-1X

2.5X replacement lens 639050 Zoom12-2P5X

5X replacement lens 639051 Zoom12-5X-LR or


Zoom12-5X-HR

Lens attachments (also known as add-on lenses)

0.5X add-on lens 640288 Zoom12-A-P5X

0.75X add-on lens 639143 Zoom12-A-P75X

1.5X add-on lens 637070 Zoom12-A-1P5X

2X add-on lens 630270 Zoom12-A-2X-LR or


Zoom12-A-2X-HR

Laser lenses

2X laser lens 640027 Zoom12-2X-LR or


Zoom12-2X-HR

2.5X laser lens 639224 Zoom12-2P5X

5X laser lens 639225 Zoom12-5X-LR or


Zoom12-5X-HR

Section 3: System Configuration 3-3


4. Click Finish.

3-4 Section 3: System Configuration


Configuring a Touch Probe Tool (Stylus)

1. On the ICE Navigation Tree, right-click the node of the desired touch probe
sensor, and then select Configure > Add Body.

2. Double-click the body you want to add.

3. In the Name field, use the default name or type a different, unique name.

Example: TP20

NOTE: The name cannot contain mathematical characters or spaces.

4. Click Save.

5. Click the body you just added and then click Create on the toolbar.

Section 3: System Configuration 3-5


6. Double-click the module you want to add.

7. Build the tool.

a. To add a connector:

l On the Connector tab, double-click the desired connector.

b. To add an extension:

l On the Extension tab, double-click the desired extension.

c. To add a stylus (tip):

l On the Stylus tab, double-click the desired stylus.

d. To add a fixed-star stylus:

l On the Fixed Star Stylus tab, double-click the desired fixed-


star stylus.

3-6 Section 3: System Configuration


8. Define the tool and/or tip properties.

a. To define tool properties:

On the Tool tab, define the tool properties.

l In the Name field, use the default name or type a different,


unique name.

NOTE: The name cannot contain mathematical characters or


spaces.

l The following standard properties are inherited by default. To


override them, clear the Inherit check box and enter new
values.
o Velocity The approach speed of the probe
o Retract The distance that the probe moves away
from the nominal point after either making contact with it
or reaching the end of the seek distance
o Approach The distance from the point at which the
probe starts its approach to the nominal point
o Seek The distance from the approach point to the
probe's maximum position before a missed point is
declared

Section 3: System Configuration 3-7


b. To define tip properties:

For each tip, on its Tip tab, define the tip properties.

l In the Name field, use the default name or type a different,


unique name.

NOTE: The name cannot contain mathematical characters or


spaces.

l The following standard properties are inherited by default. To


override them, clear the Inherit check box and enter new
values.
o Velocity The approach speed of the probe
o Retract The distance that the probe moves away
from the nominal point after either making contact with it
or reaching the end of the seek distance
o Approach The distance from the point at which the
probe starts its approach to the nominal point
o Seek The distance from the approach point to the
probe's maximum position before a missed point is
declared

9. Click Save.

10. Close the Tool Builder.

3-8 Section 3: System Configuration


Configuring a Laser Tool

NOTE: Use the Laser Tool Configuration wizard to configure tools for an off-axis
laser (e.g., DRS laser and Rainbow Probe). To configure a laser tool (laser lens) for
the Flash TTL laser, use the Lens Configuration wizard.

1. On the ICE Navigation Tree, right-click the node of the off-axis laser sensor,
and then select Configure > Add Tool.

2. In the Name field, type a unique name for the tool.

Example: DRS-300

NOTE: The name cannot contain mathematical characters or spaces.

3. Select the laser tool type.

Section 3: System Configuration 3-9


4. Click Finish.

3-10 Section 3: System Configuration


Configuring Calibration Artifacts

You can configure the following artifacts in ICE:

l QVI Alignment Reticle

l QVI Calibration Sphere

l Ring gage

l QVI Laser Reticle

l Rotary Calibration Artifact

NOTE: ICE only supports the ground glass version of the QVI Alignment Reticle
(P/N 623970, revision G and higher).

Section 3: System Configuration 3-11


Configuring an Alignment Reticle

1. On the ICE Navigation Tree, right-click the Artifacts node, and then select
Configure > Alignment Reticle.

3-12 Section 3: System Configuration


2. In the Name field, type a unique name for the artifact.

Example: Alignment_Reticle

NOTE: The name cannot contain mathematical characters or spaces.

3. In the Serial Number field, type 623970.

4. Click Finish.

Section 3: System Configuration 3-13


Configuring a Calibration Sphere

1. On the ICE Navigation Tree, right-click the Artifacts node, and then select
Configure > Sphere.

3-14 Section 3: System Configuration


2. In the Name field, type a unique name for the artifact.

Example: White_Sphere_xxxx, where "xxxx" is the serial number of the


artifact

NOTE: The name cannot contain mathematical characters or spaces.

3. In the Serial Number field, type the serial number of the artifact.

4. Select the material.

5. Enter the shaft angle, certified diameter, and shaft diameter.

TIP: Set the shaft diameter to 10 mm, which will help make it easier to
calibrate a multi-tip probe.

Example azimuth and elevation angles:

Section 3: System Configuration 3-15


6. Click Finish.

3-16 Section 3: System Configuration


Configuring a Laser Reticle

1. On the ICE Navigation Tree, right-click the Artifacts node, and then select
Configure > Laser Reticle.

Section 3: System Configuration 3-17


2. In the Name field, type a unique name for the artifact.

Example: Laser_Reticle_xxxx, where "xxxx" is the serial number of the


artifact

NOTE: The name cannot contain mathematical characters or spaces.

3. In the Serial Number field, type the serial number of the artifact.

4. Click Finish.

3-18 Section 3: System Configuration


Configuring a Rotary Calibration Artifact

1. On the ICE Navigation Tree, right-click the Artifacts node, and then select
Configure > Rotary_Calibration.

Section 3: System Configuration 3-19


2. In the Name field, type a unique name for the artifact.

Example: Rotary_Calibration

NOTE: The name cannot contain mathematical characters or spaces.

3. Set Face Plate Present to True.

4. Set Gage Block Present to True, and enter the gage block thickness.

5. Enter the following information for the rotary calibration sphere:

l Number of spheres

l Certified diameter

l Shaft diameter

l Shaft length

6. Click Finish.

3-20 Section 3: System Configuration


Configuring a Change Rack

1. On the ICE Navigation Tree, right-click the Change Racks node, select
Configure, and then select the type of change rack you want to add.

l MCR-20 used with TP20 touch probes

l SCR-200 used with TP200 touch probes

2. In the Name field, type a unique name for the change rack.

Example: 4_Port

NOTE: The name cannot contain mathematical characters or spaces.

3. Use the Add and Remove Last Port buttons to add/remove ports.

If the following message appears, click Yes.

4. Make the desired changes to the Port Definition settings.

For example, you can assign touch probe styli to specific ports in the change
rack.

TIP: You may need to increase the Dust Cover Height value if the system is
unable to dock a particular probe.

Section 3: System Configuration 3-21


5. Click Finish.

3-22 Section 3: System Configuration


Configuring a Single Rotary

1. Install the rotary indexer.

2. On the ICE Navigation Tree, right-click the Rotaries node, and then click
Configure.

3. Select the rotary type.

4. Click Initialize.

5. Click the Move Rotary tab, and then use the rotary move controls to move
the rotary to the desired home angle.

Current rotary angle you can use the knob perform an absolute move

Indicates how far to move the rotary

Moves the indexer in the clockwise direction by the increment degree value
specified in the Degrees box
Moves the indexer in the counterclockwise direction by the increment
degree value specified in the Degrees box
Moves the indexer to the absolute degree value specified in the Degrees
box

6. Click Set Home.

Section 3: System Configuration 3-23


7. Click OK.

8. Click Finish.

3-24 Section 3: System Configuration


Sectio
System Calibration & Alignment

Calibration and Alignment Sequence 4-4

Tools and Materials Required 4-10

Optical Alignment Specifications 4-11

Calibration Reports 4-11

Calibration History Log 4-12

Sensor Calibration Status 4-13

Before You Start 4-14

Camera Parfocal Alignment 4-15

When to Perform 4-15

Required Artifact 4-15

Checking Parfocal Alignment 4-16

Adjusting Parfocal Alignment 4-19


Camera Coaxial Alignment 4-21

When to Perform 4-21

Required Artifact 4-21

Checking Coaxial Alignment 4-22

Adjusting Coaxial Alignment 4-25


Camera Rotational Alignment 4-28

When to Perform 4-28

Required Artifact 4-28

Checking Rotational Alignment 4-29

Adjusting Rotational Alignment 4-32


AccuCentric Reticle Adjustment 4-36

Section 4: System Calibration & Alignment 4-1


When to Perform 4-36

Checking AccuCentric Reticle Focus 4-36

Focusing the AccuCentric Reticle 4-38

Checking AccuCentric Reticle Alignment 4-39

Centering the AccuCentric Reticle 4-41


Grid Projector Focus 4-42

When to Perform 4-42

Required Artifact 4-42

Checking Grid Projector Focus 4-43

Adjusting Grid Projector Focus 4-46


Laser Pointer Alignment 4-48

Checking Laser Pointer Alignment 4-48

Adjusting Laser Pointer Alignment 4-51


Flash TTL Laser Alignment 4-52

When to Perform 4-52

Required Artifact 4-52

Checking Flash TTL Laser Alignment 4-53


Center Pixel Calibration 4-67

When to Perform 4-67

Required Artifact 4-67

Calibrating the Center Pixel 4-68


Optics Calibration 4-72

When to Perform 4-72

Required Artifact 4-72

Calibrating the Optics 4-73


Autofocus Calibration 4-78

Required Artifact 4-78

Performing Autofocus Calibration 4-79


Focus Diagnostic 4-86

When to Perform 4-86

Required Artifact 4-86

4-2 Section 4: System Calibration & Alignment


Finding the Focus Step Sizes 4-87
Z-Axis Verification 4-91

Non-Linear XY Verification 4-92

Verifying Non-Linear XY Stage Calibration Using MeasureMind 3D 4-93

Verifying Non-Linear XY Stage Calibration Using Measure-X 4-102


Sensor Calibrations 4-115

Required Artifact 4-115

What Is the CSRP? 4-116

Calibration Levels 4-121

Calibrating the Sensor Offset for an Optical Tool 4-124

Calibrating the Sensor Offset for a Touch Tool 4-133

Calibrating a Flash TTL Laser 4-140

Calibrating the Sensor Offset for a Laser Tool 4-146


Change Rack Calibration 4-153

Calibrating a Change Rack 4-153


Single Rotary Calibration 4-159

Required Artifact 4-159

Calibrating a Single Rotary 4-160


Light Balance Calibration 4-171

Requirements 4-171

Checking the Lights 4-172

Adjusting the Light Offsets 4-173

Section 4: System Calibration & Alignment 4-3


Calibration and Alignment Sequence

Figure 4-1: Calibration and Alignment Sequence (Sheet 1 of 6)

4-4 Section 4: System Calibration & Alignment


Figure 4-2: Calibration and Alignment Sequence (Sheet 2 of 6)

Section 4: System Calibration & Alignment 4-5


Figure 4-3: Calibration and Alignment Sequence (Sheet 3 of 6)

4-6 Section 4: System Calibration & Alignment


Figure 4-4: Calibration and Alignment Sequence (Sheet 4 of 6)

Section 4: System Calibration & Alignment 4-7


Figure 4-5: Calibration and Alignment Sequence (Sheet 5 of 6)

4-8 Section 4: System Calibration & Alignment


Figure 4-6: Calibration and Alignment Sequence (Sheet 6 of 6)

Section 4: System Calibration & Alignment 4-9


Tools and Materials Required

l Set of Metric hex key (Allen) wrenches

l Properly configured QVI Alignment Reticle (P/N 623970, revision G or higher)

l Properly configured QVI Laser Reticle (P/N 526685) laser systems only

l Properly configured QVI Calibration Sphere touch probe systems only

l QVI Grid Calibration Reticle (size varies depending on stage travel)


o Use P/N 522250 for the 200 mm x 200 mm (8" x 8") stage
o Use P/N 626070 for the 300 mm x 150 mm (12" x 6") stage
o Use P/N 623850 for the 300 mm x 300 mm (12" x 12") stage
o Use P/N 522223 for the 450 mm x 450 mm (18" x 18") stage
o Use P/N 520485 for the 600 mm x 450 mm (24" x 18") stage
o Use P/N 525950 for the 600 mm x 600 mm (24" x 24") stage

l Grid calibration file (supplied with the grid calibration reticle)

l QVI Z Axis Calibration Gage (Step Gage) and its accompanying diagnostic
software routine

l Glass cleaner and soft, lint-free toweling

l Factory Data Backup disc (has an ENABLE.CAL file on it, which you will
need to verify XY using MeasureMind 3D or Measure-X)

4-10 Section 4: System Calibration & Alignment


Optical Alignment Specifications

Procedure Specification

Camera Parfocal Alignment 0.13 mm

Camera Coaxial Alignment 0.005 mm (Centerline Deviation)

Camera Rotational Alignment 0.0025 mm (Rotational Tolerance)

Grid Projector Focus 0.0025 mm

Calibration Reports

At the end of each calibration or verification procedure, ICE automatically generates


and displays a report that provides detailed information about the procedure you just
completed.

l All reports are saved in HTML format, and can be viewed with your default
browser.

l All reports are saved in the following folder on the system controller:
C:\Users\Public\Public Documents\QVI\Reports

Section 4: System Calibration & Alignment 4-11


Calibration History Log

The calibration history log provides a summary of when each calibration task was
last performed and who performed the calibration. After you finish calibrating and
aligning the system, we recommend that you review the calibration history log to
confirm that you performed all the required calibrations.

To access the calibration history log, select File / Log History > Calibration
History.

4-12 Section 4: System Calibration & Alignment


Sensor Calibration Status

To view the status of each applicable calibration for each sensor and tool
combination known to the system, click the Sensors/Tools node on the ICE
Navigation Tree.

l To view the latest calibration report for a specific calibration, click its View
button.

l To clear the existing calibration data for a specific calibration, click its Clear
button and then click Yes in response to the displayed confirmation message.

Section 4: System Calibration & Alignment 4-13


Before You Start

1. Back up the UCP database (see page 2-2).

2. Switch to the 1X lens configuration.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the 1X lens is not attached, double-click its node. Then follow the
on-screen instructions and click OK. (There may be multiple
instructions.)

3. Verify the stage glass is clean.

4. Place a clean and properly configured QVI Alignment Reticle on the stage
glass.

5. Verify the reticle is not on a stage limit.

6. Secure the reticle so it will not move.

7. Start ICE (see page 2-5).

4-14 Section 4: System Calibration & Alignment


Camera Parfocal Alignment

Parfocal alignment sets the camera focus so the part image stays in focus through
the full zoom range, from high to low magnification.

When to Perform

l After initial system installation

l If the video camera has been replaced

l If the zoom lens assembly has been replaced

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

Section 4: System Calibration & Alignment 4-15


Checking Parfocal Alignment

NOTE: It is assumed that you performed all the steps in the Before You Start topic
on page 4-14.

1. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Alignment > Coaxial.

2. Zoom to the highest magnification.

3. On the Controls tab below the video window, click Focus Target.

4-16 Section 4: System Calibration & Alignment


4. Perform an autofocus on the ground glass surface on the QVI Alignment
Reticle using surface (coaxial) light.

Be sure to adjust the illumination so you can see a clear image of the
surface without saturating any pixels.

Section 4: System Calibration & Alignment 4-17


5. Zoom to the lowest magnification. Adjust the illumination if necessary.

6. Zero the Z-axis readout.

7. Perform an autofocus on the same surface at low magnification. The Z-axis


readout should be as close to zero as possible.

l If the Z-axis readout is within 0.13 mm, no adjustment is necessary.

l If the Z-axis readout is not within specification, perform the parfocal


adjustment procedure.

8. Click Cancel to exit the Coaxial Alignment Helper.

4-18 Section 4: System Calibration & Alignment


Adjusting Parfocal Alignment

Only perform this procedure after verifying that an adjustment needs to be made.

1. Remove the optics cover.

2. Remove the black tape covering the rectangular access slot in the optics
housing (see Figure 4-7). Do not discard the black tape. You will need to
reinstall it after you are done adjusting parfocal.

3. Insert a 2 mm Allen wrench into the rectangular access slot in the optics
housing, and into one of the holes in the zoom lens collar (see Figure 4-7).

Camera

Access slot (black tape removed)

Collar

2 mm Allen wrench

Figure 4-7: Parfocal Adjustment

Section 4: System Calibration & Alignment 4-19


4. Using the 2 mm Allen wrench, turn the collar as follows:

l If the Z readout is greater than 0.13 mm (0.005") in the positive


direction, turn the collar toward the back of the machine in very small
increments.

l If the Z readout is greater than 0.13 mm (0.005") in the negative


direction, turn the collar toward the front of the machine in very small
increments.

5. Perform an autofocus on the ground glass surface. If necessary, repeat


Steps 3 and 4 until the Z readout remains within 0.13 mm (0.005") when
you switch from high to low magnification.

NOTE: If the adjustment outlined in Step 4 no longer improves the results,


turn the zoom lens collar in the opposite direction until you feel resistance.
Then repeat the adjustment procedure.

6. Cover the rectangular access slot in the optics housing with the black tape
removed earlier.

7. When ready, reinstall the optics cover.

NOTE: You may want to leave the optics cover off until after you complete all
the required calibration and alignment procedures.

4-20 Section 4: System Calibration & Alignment


Camera Coaxial Alignment

Use the Coaxial Alignment wizard to verify that the centerline of the video camera
is coincident with the centerline of the optics at all zoom positions.

During the coaxial alignment check, the software measures the movement of the
upper-right corner of the of the QVI Alignment Reticle throughout the entire zoom
range in each of the four quadrants of the field of view, starting in the upper-left
quadrant and ending in the lower-right quadrant. In each quadrant the motion is from
the corner toward the center as the optics zoom down.

At the end of the check, the software calculates the best-fit mechanical centerline by
comparing the position of the centerline of the camera with the best-fit centerline of
the optics throughout the entire zoom range.

Coaxial alignment and rotational alignment are interdependent. Any coaxial


alignment changes will affect rotational alignment and vice-versa. After
completing coaxial alignment, you must check rotational alignment. Then check
coaxial alignment again and make any adjustments, if necessary. Repeat both
procedures until both alignments are within specification.

When to Perform

l After initial system installation

l If the video camera has been removed and reinstalled

l If the video camera has been replaced

l If the zoom lens assembly has been replaced

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

Section 4: System Calibration & Alignment 4-21


Checking Coaxial Alignment

NOTE: It is assumed that you performed all the steps in the Before You Start topic
on page 4-14.

1. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Alignment > Coaxial.

2. Select a configured QVI Alignment Reticle from the list of configured


artifacts.

4-22 Section 4: System Calibration & Alignment


3. Click Next.

4. Set the Centerline Deviation to 0.005 mm.

Section 4: System Calibration & Alignment 4-23


5. Perform an autofocus on the upper-right corner of the reticle square using
backlight.

6. On the Controls tab below the video window, click Crosshair Target.

7. Align the upper-right corner of the reticle square to the Crosshair target.

8. Click Next to start the alignment check.

l If the alignment check passed, click Finish.

l If the alignment check failed, perform the coaxial alignment


adjustment procedure.

4-24 Section 4: System Calibration & Alignment


Adjusting Coaxial Alignment

Coaxial alignment and rotational alignment are interdependent. Any coaxial


alignment changes will affect rotational alignment and vice-versa. After adjusting
coaxial alignment, you must check rotational alignment. Repeat both procedures
until both alignments are within specification.

Coaxial alignment changes could affect Flash TTL laser alignment (if equipped).
After adjusting coaxial alignment be sure to recheck all laser alignments.

Only perform this procedure after verifying that an adjustment needs to be made.

1. If you have not already done so, remove the optics cover.

2. Using a 3 mm Allen wrench, slightly loosen (do not remove) the three
mounting screws on top of the camera alignment plate so they are finger tight
only (see Figure 4-8).

Mounting screw

Camera alignment plate

Figure 4-8: Video Camera Alignment Plate Mounting Screws, Top View

Section 4: System Calibration & Alignment 4-25


3. Use the push/pull screws on the video camera alignment plate to align the
camera so the upper-right corner of the reticle square is at the intersection of
the red cross in the center of the video window.

All adjustments are done at low magnification and in each case you need to
adjust the push/pull screws as described below and shown in Figure 4-9. You
may need to do this several times until the upper-right corner of the reticle
square is aligned.

l To move the image to the left or right, use the push/pull screws on the
side of the alignment plate, as shown in Part A and Part B.

l To move the image up or down, use the push/pull screws on the front
of the alignment plate, as shown in Part C and Part D. Be sure to
adjust both sets of push/pull screws equally to avoid rotating
the alignment plate.

Figure 4-9: Coaxial Alignment Adjustments, Top View

NOTE: Use a 2.5 mm Allen wrench to adjust the pull screws and use a 2 mm
Allen wrench to adjust the push screws.

4-26 Section 4: System Calibration & Alignment


4. When finished, make sure the push/pull screws are snug.

5. Retighten the three mounting screws on top of the camera alignment plate
(see Figure 4-8 on page 4-25).

6. Click Again in the Coaxial Alignment wizard, and perform the coaxial
alignment check again. If the alignment check fails, repeat Steps 2 through 5
to make the required adjustment.

7. Repeat Step 6 as many times as necessary until the coaxial alignment check
passes.

8. Check the rotational alignment of the video camera.

9. When ready, reinstall the optics cover.

NOTE: You may want to leave the optics cover off until after you complete all
the required calibration and alignment procedures.

Section 4: System Calibration & Alignment 4-27


Camera Rotational Alignment

Use the Camera Rotational Alignment wizard to verify that the X axis of the
video camera is parallel to the X axis of the stage.

During the rotational alignment check, the software measures the Circle (dot) or Line
(top edge) using the specified number of points from the left edge to the right edge of
the field of view. You can also perform this check using the Interactive method,
which provides real-time feedback as you adjust the physical orientation of the
camera.

NOTE: The Interactive method is only available after you check rotational alignment
using either the Circle method or Line method at least once.

Rotational alignment and coaxial alignment are interdependent. Any rotational


alignment changes will affect coaxial alignment and vice-versa. After completing
rotational alignment, you must check coaxial alignment. Then check rotational
alignment again and make any adjustments, if necessary. Repeat both procedures
until both alignments are within specification.

When to Perform

l After initial system installation

l If the video camera has been removed and reinstalled

l If the video camera has been replaced

l If the zoom lens assembly has been replaced

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

4-28 Section 4: System Calibration & Alignment


Checking Rotational Alignment

NOTE: It is assumed that you performed all the steps in the Before You Start topic
on page 4-14.

1. On the ICE Navigation Tree, right-click the Optical Sensor node, and then
select Alignment > Rotational.

2. Select a configured QVI Alignment Reticle from the list of configured


artifacts.

3. Click Next.

Section 4: System Calibration & Alignment 4-29


4. Select the method you want to use to check rotational alignment.

l Select the Circle option to measure the reticle dot.

l Select the Line option (shown below) to measure the top edge of the
reticle square.

5. Set the Rotational Tolerance to 0.0025 mm.

6. [Optional] Specify the number of points you want the system to measure.

7. If you selected the Circle option in Step 4, do the following:

a. Perform an autofocus on the edge of the reticle dot.

b. On the Controls tab below the video window, click Circle


Target.

c. Align the reticle dot to the Circle target.

4-30 Section 4: System Calibration & Alignment


8. If you selected the Line option in Step 4 (shown here), do the following:

a. Perform an autofocus on the upper-right corner of the reticle square


using backlight.

b. On the Controls tab below the video window, click Crosshair


Target.

c. Align the upper-right corner of the reticle square to the Crosshair


target.

9. Click Next to start the alignment check.

l If the alignment check passed, click Finish.

l If the alignment check failed, perform the rotational alignment


adjustment procedure.

Section 4: System Calibration & Alignment 4-31


Adjusting Rotational Alignment

Rotational alignment and coaxial alignment are interdependent. Any rotational


alignment changes will affect coaxial alignment and vice-versa. After adjusting
rotational alignment, you must check coaxial alignment. Repeat both procedures
until both alignments are within specification.

Rotational alignment changes could affect Flash TTL laser alignment (if equipped).
After adjusting rotational alignment be sure to recheck all laser alignments.

Only perform this procedure after verifying that an adjustment needs to be made.

1. Click Again to go back to page 2 of the Camera Rotation Alignment wizard.

2. Select the Interactive option.

4-32 Section 4: System Calibration & Alignment


3. If you used the reticle dot to check rotational alignment, do the following:

a. Perform an autofocus on the upper-right corner of the reticle square.

b. On the Controls tab below the video window, click Crosshair


Target.

c. Align the upper-right corner of the reticle square to the Crosshair


target.

4. Click Next.

5. If you have not already done so, remove the optics cover.

6. Using a 3 mm Allen wrench, slightly loosen (do not remove) the three
mounting screws on top of the video camera alignment plate so they are
finger tight only. The screws are labeled 1, 2, and 3 in Figure 4-10.

When adjusting camera rotation, make very small changes and verify the
results. This is a very sensitive adjustment.

NOTE: Screw 1 should be slightly tighter than the other two, which allows the
video camera to pivot around screw 1.

Figure 4-10: Camera Mount, Top View

Section 4: System Calibration & Alignment 4-33


7. Use the push/pull screws on the front of the video camera alignment plate
(see Figure 4-11) to rotate the video camera until the white reference line in
the Camera Rotation Alignment wizard turns yellow and is aligned to the
reference line as shown below. This indicates rotation is near 0.

TIP: Alternate between both sets of push/pull screws, using opposite


push/pull action, to help maintain coaxial alignment.

Figure 4-11: Rotational Alignment Adjustments, Top View

4-34 Section 4: System Calibration & Alignment


8. Retighten the three mounting screws on top of the camera alignment plate.

9. Use the Camera Rotational Alignment wizard to recheck rotational


alignment. If the alignment check fails, repeat Steps 2 through 8 to make the
required adjustment.

10. Repeat Step 9 as many times as necessary until the camera rotation
alignment check passes.

11. Check the coaxial alignment of the video camera.

12. When ready, reinstall the optics cover.

NOTE: You may want to leave the optics cover off until after you complete all
the required calibration and alignment procedures.

Section 4: System Calibration & Alignment 4-35


AccuCentric Reticle Adjustment

The patented AccuCentric assembly inserts a reticle image into the optical path that
is used to recalibrate the optical system whenever you change the zoom position
(magnification).

When to Perform

l After initial system installation

l If the video camera has been replaced

l If the zoom lens assembly has been replaced

l If the AccuCentric assembly has been replaced

Checking AccuCentric Reticle Focus

1. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Alignment > Coaxial.

2. Turn off all illumination.

3. Zoom to the highest magnification.

4-36 Section 4: System Calibration & Alignment


4. Use the Acc LED control to increase the intensity of the AccuCentric LED
until you see a clear image of the AccuCentric reticle.

l If the reticle image is in focus, no adjustment is necessary.

l If the reticle image is not in focus, perform the AccuCentric reticle


focus adjustment procedure.

5. Click Cancel to exit the Coaxial Alignment Helper.

TIP: If you will be checking AccuCentric reticle alignment immediately after


performing this procedure (recommended), you can skip this step.

Section 4: System Calibration & Alignment 4-37


Focusing the AccuCentric Reticle

Only perform this procedure after verifying that an adjustment needs to be made.

1. If you have not already done so, remove the optics cover.

2. Using a 1.5 mm Allen wrench, loosen (do not remove) the two setscrews that
secure the reticle housing to the assembly (see Figure 4-12).

Setscrews (Qty 2)

Reticle Housing

Polarizer

Figure 4-12: AccuCentric Reticle Focus Adjustment

3. Slide the reticle housing in/out to focus the image of the AccuCentric LED
reticle.

4. Hold the reticle housing in place as you retighten the two setscrews.

5. Check the alignment of the AccuCentric reticle.

4-38 Section 4: System Calibration & Alignment


Checking AccuCentric Reticle Alignment

TIP: If you are performing this procedure immediately after checking AccuCentric
reticle focus and you did not exit the Coaxial Alignment Helper, you can skip Steps 1
through 4.

1. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Alignment > Coaxial.

2. Turn off all illumination.

3. Zoom to the highest magnification.

4. Use the Acc LED control to increase the intensity of the AccuCentric LED
until you see a clear image of the AccuCentric reticle.

Section 4: System Calibration & Alignment 4-39


5. On the Controls tab below the video window, click Double Circle
Target.

6. Resize the Double Circle target and observe whether or not the AccuCentric
reticle image is centered within the target.

l If the reticle image is centered, no adjustment is required.

l If the reticle image is not centered, perform the AccuCentric reticle


alignment procedure.

7. Click Cancel to exit the Coaxial Alignment Helper.

4-40 Section 4: System Calibration & Alignment


Centering the AccuCentric Reticle

Only perform this procedure after verifying that an adjustment needs to be made.

1. If you have not already done so, remove the optics cover.

2. Using a 1.5 mm Allen wrench, adjust the two centering setscrews in the
reticle housing until the image of the reticle appears centered within the
displayed target (see Figure 4-13).

Setscrews (Qty 2)

Reticle Housing

Figure 4-13: AccuCentric Reticle Centering Adjustment

3. When ready, reinstall the optics cover.

NOTE: You may want to leave the optics cover off until after you complete all
the required calibration and alignment procedures.

Section 4: System Calibration & Alignment 4-41


Grid Projector Focus

The optional grid projector is used to display a grid for measuring low contrast
features that are difficult to image. In order for this grid projection technique to work,
a focused grid image with high contrast is required.

When to Perform

l After initial system installation

l If the zoom lens assembly has been replaced

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

4-42 Section 4: System Calibration & Alignment


Checking Grid Projector Focus

NOTE: It is assumed that you performed all the steps in the Before You Start topic
on page 4-14.

1. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Alignment > Coaxial.

2. Zoom to the highest magnification.

3. On the Controls tab below the video window, click Focus Target.

Section 4: System Calibration & Alignment 4-43


4. Perform an autofocus on the upper-right corner of the reticle square using
backlight.

4-44 Section 4: System Calibration & Alignment


5. Zero the Z-axis readout.

6. Position the Focus target completely over the glass, with no part of the reticle
square inside the target.

7. Turn off backlight and turn on surface (coaxial) light.

8. Select the Grid check box.

9. Click in the video window to perform an autofocus.

l If Z is within 0.0025 mm, no adjustment is required.

l If Z is not within specification, perform the grid projector focus


adjustment procedure.

10. Click Cancel to exit the Coaxial Alignment Helper.

Section 4: System Calibration & Alignment 4-45


Adjusting Grid Projector Focus

Only perform this procedure after verifying that an adjustment needs to be made.

1. If you have not already done so, remove the optics cover.

2. Turn off the grid projector by clearing the Grid check box in the video window.

3. Position the Focus target over the upper-right corner of the reticle square.

4. Turn off the surface (coaxial) light, and set the backlight to approximately
50%.

5. Perform an autofocus on the upper-right corner of the reticle square.

6. Click the Z-axis readout at the bottom of the video window to zero the
readout.

7. Turn off the backlight, and set the surface (coaxial) light to approximately
50%.

8. Select the Grid check box in the video window to turn on the grid projector.

4-46 Section 4: System Calibration & Alignment


9. Using a 1.5 mm Allen wrench, loosen (do not remove) the two grid projector
lock-down screws (see Figure 4-14).

10. Using a 2 mm Allen wrench, adjust the grid projector focus adjustment screw
until the grid image is focused. When finished, retighten the grid projector
lock-down screws.

Focus adjustment screw

Lock-down screw (Qty 2)

Figure 4-14: Grid Projector Focus Adjustment

11. Check the grid projector focus to verify it is within specification. If necessary,
repeat this procedure to make the required adjustments.

12. Repeat Step 11 as many times as necessary until the grid projector focus is
within specification.

13. When ready, reinstall the optics cover.

NOTE: You may want to leave the optics cover off until after you complete all
the required calibration and alignment procedures.

Section 4: System Calibration & Alignment 4-47


Laser Pointer Alignment

If your system has the optional TTL laser pointer, perform the procedure below to
check its alignment to the optical system. You will need a blank sheet of white
paper.

Checking Laser Pointer Alignment

NOTE: It is assumed that you performed all the steps in the Before You Start topic
on page 4-14.

1. Place a blank sheet of white paper on the stage glass.

2. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Alignment > Coaxial.

3. Zoom to the lowest magnification.

4. Manually focus the surface of the paper using surface (coaxial) light.

5. On the Controls tab below the video window, click Focus Target.

4-48 Section 4: System Calibration & Alignment


6. Perform an autofocus on the surface of the paper.

7. Turn off all illumination.

8. On the Controls tab below the video window, click Double Circle
Target.

Section 4: System Calibration & Alignment 4-49


To avoid hazardous radiation exposure to your eyes, do no look
directly at the laser beam while operating the laser pointer.

9. Turn on the laser pointer by holding down the button on top of the joystick.

l If the laser spot is centered within the Double Circle target, no


adjustment is required.

l If the laser spot is not centered, perform the laser pointer adjustment
procedure.

10. Click Cancel to exit the Coaxial Alignment Helper.

4-50 Section 4: System Calibration & Alignment


Adjusting Laser Pointer Alignment

1. If you have not already done so, remove the optics cover.

2. Using a 2.5 mm Allen wrench, loosen (do not remove) the three laser pointer
lock-down screws (see Figure 4-15).

Lock-down screw (Qty 3) Centering screws (Qty 3)

Figure 4-15: Laser Pointer Lock-Down Screws and Adjustment Screws

To avoid hazardous radiation exposure to your eyes, do no look


directly at the laser beam while operating the laser pointer.

3. While holding down the button on top of the joystick, center the image of the
laser spot in the Image window by adjusting the laser pointer centering
screws (see Figure 4-15). Use a 1.5 mm Allen wrench.

4. After centering the image of the laser spot, release the button on top of the
joystick and tighten the three lock-down screws.

5. Recheck the laser pointer alignment to verify the image of the laser spot is
still centered within the Double Circle target. If necessary, repeat this
procedure to realign the laser pointer.

6. Repeat Step 5 as many times as necessary until the laser sport is centered in
the video window.

7. When finished, reinstall the optics cover and remove the sheet of paper from
the stage glass.

NOTE: You may want to leave the optics cover off until after you complete all
the required calibration and alignment procedures.

Section 4: System Calibration & Alignment 4-51


Flash TTL Laser Alignment

Use the TTL Laser Alignment wizard to check (and adjust if necessary) the
alignment of the Flash TTL laser (if equipped) to the optics.

This task requires Support Access (described on page 2-11). To obtain a


temporary Support Access code, contact the QVI channel partner who provided
your system

When to Perform

l After initial system installation

l If the video camera has been replaced

l If the zoom lens assembly has been replaced

l If the Flash TTL laser has been replaced

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

4-52 Section 4: System Calibration & Alignment


Checking Flash TTL Laser Alignment

This procedure requires Support Access (described on page 2-11). To obtain a


temporary Support Access code, contact the QVI channel partner who provided
your system.

1. Switch to Support Access if you have not already done so. (See Changing
the Access Level for instructions.)

2. Switch to a properly configured Flash TTL laser sensor and tool


combination.

l Verify the active sensor icon appears next to the node of the TTL
laser sensor. If necessary, double-click the node to activate the
sensor.

l If the laser tool (laser lens) you want to use is not attached, double-
click its node. Then follow the on-screen instructions and click OK.
(There may be multiple instructions.)

3. On the ICE Navigation Tree, right-click the node of the Flash TTL laser
sensor, and then select Alignment > QVI Laser.

Section 4: System Calibration & Alignment 4-53


4. Select a configured QVI Alignment Reticle from the list of configured
artifacts.

5. Click Next.

6. Systems with a grid a projector: Position the Focus target completely over
the reticle square.

4-54 Section 4: System Calibration & Alignment


7. Systems without a grid projector: Position the Focus target over the
upper-right corner of the reticle square.

8. Manually focus the video image.

9. Click Next.

10. Wait for the system to turn on the grid projector (if equipped) and auto adjust
the lights.

11. Click in the video window to perform an autofocus. Then click Enter to
accept the focus point and enable the Next button.

12. Click Next.

Section 4: System Calibration & Alignment 4-55


13. Verify the laser spot is aligned to the Crosshair target.

l If the laser spot is centered on the Crosshair target, go to Step 14 on


page 4-58.

l If the laser spot is not centered on the Crosshair target, perform the
Laser Spot Centering Adjustment steps on the next page.

4-56 Section 4: System Calibration & Alignment


Laser Spot Centering Adjustment

Only perform the following adjustment steps after determining that an


adjustment is required.

To avoid exposure to Class 3R laser radiation, do not completely


loosen or remove the laser pull screws, which secure the laser to the
optics. If you inadvertently remove the laser, avoid direct eye
exposure to the beam.

a. Using a 2.5 mm Allen wrench, loosen (do not remove) the laser pull
screws shown in Figure 4-16 one full turn.

b. Using a 2 mm Allen wrench, adjust the laser push screws to center the
laser spot on the Crosshair target.

c. Tighten the laser push and pull screws until snug. Do not
overtighten.

d. Verify the laser spot remains centered on the Crosshair target at high
and low magnification. If necessary, repeat the above adjustment
steps.

e. Apply LOCTITE 242 to the screw heads to prevent the screws from
loosening.

Laser (left side view)

Laser pull screws (use a 2.5 mm Allen wrench to adjust)

Laser push screws (use a 2 mm Allen wrench to adjust)

Figure 4-16: Location of the Laser Push/Pull Screws

Section 4: System Calibration & Alignment 4-57


14. After verifying the laser spot is centered on the Crosshair target, click Next.
Then verify the laser spot remains centered on the vertical centerline of the
Crosshair target as you raise and lower the optics.

l If the laser spot remains centered on the vertical centerline, go to


Step 15 on page 4-61.

l If the laser spot does not remain centered on the vertical centerline,
perform the Laser Spot Drift Adjustment steps on the next page.

4-58 Section 4: System Calibration & Alignment


Laser Spot Drift Adjustment

Only perform the following adjustment steps after determining that an


adjustment is required.

To avoid exposure to Class 3R laser radiation, do not completely


loosen or remove the laser alignment plate mounting screws, which
secure the laser to the optics. If you inadvertently remove the laser,
avoid direct eye exposure to the beam.

a. Using a 2.5 mm Allen wrench, loosen (do not remove) the three laser
alignment plate mounting screws just enough to be able to turn the
vertical adjustment screws (see Figure 4-17).

Laser (left side view) Laser (front view)

Mounting screws (Qty 3) Vertical adjustment screws (Qty 2)

Laser alignment plate

Figure 4-17: Location of Vertical Adjustment Screws

Section 4: System Calibration & Alignment 4-59


When adjusting the vertical adjustment screws, keep the alignment
plate level by turning each screw a little at a time, alternating
between the two screws.

b. Adjust the position of the laser spot as necessary using the vertical
adjustment screws.

l To move the laser spot to the left, turn the vertical adjustment
screws to the right (clockwise direction).

l To move the laser spot to the right, turn the vertical adjustment
screws to the left (counterclockwise direction).

c. Tighten the three laser alignment plate mounting screws.

d. Verify the laser spot remains centered on the vertical centerline of the
Crosshair target as you raise and lower the optical assembly. If
necessary, repeat the above adjustment steps.

e. Click Back and repeat Step 13 to verify the laser spot is still centered
on the Crosshair target. Readjust if necessary.

4-60 Section 4: System Calibration & Alignment


15. After verifying that the laser spot remains centered on the vertical centerline
when you raise and lower the optics, click Next.

16. Manually focus the video image.

17. Systems with a grid projector: Perform a grid focus on the surface of the
reticle square.

Section 4: System Calibration & Alignment 4-61


18. Systems without a grid projector: Perform an autofocus on the upper-right
corner of the reticle square.

19. Press Enter on the handheld controller or joystick.

4-62 Section 4: System Calibration & Alignment


20. Systems without a grid projector: Position the Focus target completely
over the reticle square.

21. Click inside the laser target to perform a laser focus.

Section 4: System Calibration & Alignment 4-63


22. Using the interactive laser range tool on the Controls tab below the video
window, verify the laser range indicator (horizontal green line) is aligned to the
center of the laser range (horizontal yellow line).

l If the laser range indicator is centered within the laser range, go to


Step 23 on page 4-66.

l If the laser range indicator is not centered within the laser range,
perform the Laser Zero Adjustment steps on the next page before
continuing.

4-64 Section 4: System Calibration & Alignment


Laser Zero Adjustment

Only perform the following adjustment steps after determining that an


adjustment is required.

a. Adjust the laser detector push/pull screws to center the laser range
indicator within the laser range (see Figure 4-18). Typically, only minor
adjustments need to be made.

NOTE: The interactive laser range tool on the Controls tab updates in
real time as you adjust the laser detector push/pull screws.

b. After making the required adjustments, make sure the detector


push/pull screws are snug.

Laser (front view)

Detector pull screw

Detector push screw

Figure 4-18: Location of Detector Push/Pull Screws

Section 4: System Calibration & Alignment 4-65


23. After verifying the laser range indicator is centered within the laser range,
click Next.

24. Click Test to test the slope and deviation of the laser.

l If the test passes, click Finish.

l If the test fails, perform the following adjustment and then click Test
again. Repeat until the test passes. Verify the laser spot is still
centered on the Crosshair target before clicking Finish.
o If the Slope is greater than 18,500 (for the 2X Laser Lens) or
105,000 (for the 5X Laser Lens), loosen (do not remove) the
three laser alignment plate mounting screws (see Figure 4-19)
and use the push/pull screws to move the laser approximately
0.33 mm toward the front of the machine. When finished,
retighten the laser alignment plate mounting screws.
o If the Slope is less than 18,500 (for the 2X Laser Lens) or
105,000 (for the 5X Laser Lens), loosen the three laser
alignment plate mounting screws (see Figure 4-19) and use the
push/pull screws to move the laser approximately 0.33 mm
toward the back of the machine. When finished, retighten the
laser alignment plate mounting screws.

Laser (left side view) Laser (front view)

Mounting screws (Qty 3) Push screw

Alignment plate Pull screw

Figure 4-19: Location of Laser Alignment Plate Push/Pull Screws

4-66 Section 4: System Calibration & Alignment


Center Pixel Calibration

Use the Center Pixel Calibration wizard to calibrate the centerline of the video
camera so it is coincident with the centerline of the optics at all zoom positions.
During calibration, the software measures the movement of the upper-right corner of
the QVI Alignment Reticle in each of the four quadrants of the field of view
throughout the zoom range.

This task requires Support Access (described on page 2-11). To obtain a


temporary Support Access code, contact the QVI channel partner who provided
your system

When to Perform

l After initial system installation

l If any mechanical adjustments have been made to the video camera

l If the video camera has been replaced

l If the zoom lens assembly has been replaced

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

Section 4: System Calibration & Alignment 4-67


Calibrating the Center Pixel

You may need to recalibrate all lenses and sensor offsets after performing this
procedure.

This procedure requires Support Access (described on page 2-11). To obtain a


temporary Support Access code, contact the QVI channel partner who provided
your system.

NOTE: It is assumed that you performed all the steps in the Before You Start topic
on page 4-14.

1. On the ICE Navigation Tree, right-click the node of the optical sensor, and
then select Calibrate > Center Pixel.

2. Select a configured QVI Alignment Reticle from the list of configured


artifacts.

3. Click Next.

4. Click Yes in response to the displayed message.

4-68 Section 4: System Calibration & Alignment


5. Perform an autofocus on the upper-right corner of the reticle square using
backlight.

6. On the Controls tab below the video window, click Crosshair Target.

Section 4: System Calibration & Alignment 4-69


7. Align the upper-right corner of the reticle square to the Crosshair target.

8. Click Next to start the measurement sequence.

4-70 Section 4: System Calibration & Alignment


9. After the measurement sequence is complete, click Finish.

NOTE: If the software is unable to complete the measurement sequence,


verify the following and then perform the calibration again:

l Stage glass is clean

l Artifact is clean

l Artifact setup is correct

10. Close or minimize the displayed report.

Section 4: System Calibration & Alignment 4-71


Optics Calibration

Use the Optics Calibration wizard to calibrate the zoom lens and field of view at
each zoom position to ensure an edge can be accurately located anywhere within
the field of view. You need to do this for each configured lens.

NOTE: If optics calibration fails, the software saves calibration data for all calibrated
zoom positions and only calibrates the uncalibrated zoom positions when you restart
the calibration.

When to Perform

l After initial system installation

l If the video camera has been replaced

l If the zoom lens assembly has been replaced

l If a measurement software update has been installed

l If the installed lens (tool) has not been calibrated

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

4-72 Section 4: System Calibration & Alignment


Calibrating the Optics

1. Switch to the optical sensor and tool (lens) combination you want to
calibrate.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the optical tool (lens) you want to calibrate is not attached, double-
click its node. Then follow the on-screen instructions and click OK.
(There may be multiple instructions.)

2. On the ICE Navigation Tree, right-click the node of the attached lens, and
then select Calibrate > Optics.

3. Select a configured QVI Alignment Reticle from the list of configured


artifacts.

4. Click Next.

5. Select the Calibrate option.

Section 4: System Calibration & Alignment 4-73


6. Select the desired options.

l Find Z Focus Offset: Finds the Z focus offset so the system can
apply a parfocal correction at each zoom position

l Find Rough FOV: Finds the rough field of view instead of using an
estimated field of view

l Inverse: System uses surface (coaxial) light instead of backlight


when measuring the alignment reticle

l Find Grid Projector Focus Offset: Finds the offset between a grid
focus and an optical focus during the measurement sequence

l Update Weak Edge Parameters: Updates the weighting factors for


FeatureFinder to the ideal values, which helps the system perform a
better edge scan during the full field of view distortion (only available
when you select the Distortion option)

7. Select the desired calibration method.

l Magnification: System performs the linear (2/3) field of view


calibration

l Distortion: System performs the non-linear (full) field of view


calibration (automatically selects the Find Z Focus Offset check box)

8. On the Controls tab below the video window, click Focus Target.

4-74 Section 4: System Calibration & Alignment


9. Perform an autofocus on the upper-right corner of the reticle square using
backlight.

10. On the Controls tab below the video window, click Crosshair Target.

Section 4: System Calibration & Alignment 4-75


11. Align the upper-right corner of the reticle square to the Crosshair target.

12. Click Next.

13. If you selected the Distortion option on the previous screen, select the zoom
positions you want to skip (if any).

Then click Next.

NOTE: The highest zoom position is not listed because you cannot skip it.

14. Click Next to start the measurement sequence.

4-76 Section 4: System Calibration & Alignment


15. After the measurement sequence is complete, click Finish.

NOTES:

l If the calibration failed, verify the following and then perform the
calibration again:
o Stage glass is clean
o Artifact is clean
o Artifact setup is correct (the upper-right corner of the reticle
square is in focus and it is aligned to the Crosshair target)

l If the calibration failed, but the system was able to calibrate the first
two zoom positions (starting at the highest), partial calibration data is
displayed and the Finish button is enabled so you can save the partial
calibration. Otherwise, the Finish button is disabled and you have to
perform the calibration again.

16. Close or minimize the displayed report.

Section 4: System Calibration & Alignment 4-77


Autofocus Calibration

Use the Autofocus Calibration wizard to minimize the effect of any residual
optical astigmatism errors in the zoom lens assembly. If residual errors are not
corrected, Z values returned from an autofocus may vary depending on the type and
orientation of the part being measured.

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

4-78 Section 4: System Calibration & Alignment


Performing Autofocus Calibration

1. Switch to the optical sensor and tool (lens) combination you want to
calibrate.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the optical tool (lens) you want to calibrate is not attached, double-
click its node. Then follow the on-screen instructions and click OK.
(There may be multiple instructions.)

2. On the ICE Navigation Tree, right-click the node of the attached lens, and
then select Calibrate > Autofocus.

3. Select a configured QVI Alignment Reticle from the list of configured


artifacts.

4. On the Controls tab below the video window, click Focus Target.

Section 4: System Calibration & Alignment 4-79


5. Perform an autofocus on the reticle dot using backlight.

6. On the Controls tab below the video window, click Circle Target.

4-80 Section 4: System Calibration & Alignment


7. Align the reticle dot to the Circle target.

Section 4: System Calibration & Alignment 4-81


8. Click Next.

9. Select the Calibrate option.

4-82 Section 4: System Calibration & Alignment


10. Select the desired options.

l Number of Zoom Positions: Specifies the number of zoom


positions to calibrate/verify (each measurement process occurs at a
decreasing zoom level) for example, if you only want to perform the
Autofocus Calibration at the top three zoom positions, select 3

l Autofocus Readings Per Measurement: Indicates how many times


the system will perform an autofocus at each point

l Radial Increment: Indicates the number of degrees between each


point

l Maximum Correction - High Mag (calibrate only): Indicates what


the maximum allowable correction can be for a successful calibration
at the highest magnification

l Maximum Correction - LowMag (calibrate only): Indicates what the


maximum allowable correction can be for a successful calibration at
the lowest magnification

l Maximum Verification Tolerance (verify only): Indicates the


maximum deviation allowed for a successful verification

l Use Single Cycle Correction: Indicates whether the stage


movement process will use the single cycle correction values instead
of the double cycle correction values

11. Click Next.

Section 4: System Calibration & Alignment 4-83


12. Click three points on the edge of the reticle dot.

NOTE: The reticle dot does not have to fit entirely in the field of view. You
can select a point, move the XY transports, select another point, move the
transports again, and then select the third point.

13. Click Next to start the measurement sequence.

4-84 Section 4: System Calibration & Alignment


14. After the measurement sequence is complete, click Finish.

15. Close or minimize the displayed report.

Section 4: System Calibration & Alignment 4-85


Focus Diagnostic

Use the Focus Diagnostic wizard to evaluate the repeatability of the Focus target
or find the step size of the Focus target at the defined zoom positions.

This task requires Support Access or Secure Access (described on page 2-11).
Contact the QVI channel partner who provided your system for assistance.

When to Perform

l After adding a new lens to the system

Required Artifact

l QVIAlignment Reticle (P/N 623970, revision G or higher)

4-86 Section 4: System Calibration & Alignment


Finding the Focus Step Sizes

This procedure requires Support Access (described on page 2-11). To obtain a


temporary Support Access code, contact the QVI channel partner who provided
your system.

1. If you have not already done so, switch to Support Access or Secure
Access. (See Changing the Access Level for instructions.)

2. Switch to the optical sensor and tool (lens) you want to perform this
procedure with.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the optical tool (lens) you want to use is not attached, double-click
its node. Then follow the on-screen instructions and click OK. (There
may be multiple instructions.)

3. On the ICE Navigation Tree, right-click the node of the attached lens, and
then select Diagnostics > Focus.

4. Place the QVI Alignment Reticle on the stage glass. Secure the reticle so it
will not move.

5. Zoom to the highest magnification.

Section 4: System Calibration & Alignment 4-87


6. Perform an autofocus on the ground glass surface on the QVI Alignment
Reticle using surface (coaxial) light.

7. Click Next.

4-88 Section 4: System Calibration & Alignment


8. Select the Find step size option.

9. To find the focus step size at each zoom position, type 10 in the second
Zoom Range box.

Section 4: System Calibration & Alignment 4-89


10. Click Next to start the measurement sequence.

11. Wait for the measurement sequence to finish, and then click Save to save the
new step size values.

Be sure to click Save before clicking Finish or else the new focus step size
values will not be saved in the UCP database.

12. After saving the step size values, click Finish.

4-90 Section 4: System Calibration & Alignment


Z-Axis Verification

Since the Z-axis calibration function in ICE requires Secure Access (described on
page 2-11), it is not covered in this manual. However, if your system has
MeasureMind 3D or Measure-X installed, you can use either measurement software
to verify the measuring accuracy of the Z axis.

NOTE: For information on how to calibrate and verify Z using ICE, see "Z Scale
Resolution" in the ICE User Guide, which is accessible from the Help menu in ICE.

To verify Z-axis measuring accuracy with MeasureMind 3D or Measure-X

1. Close any open Portal applications and start either MeasureMind 3D or


Measure-X.

2. Use the Z Axis Calibration Gage, also known as a Step Gage, and its
accompanying diagnostic software routine to check and verify the linear
measuring accuracy of the Z axis. The documentation provided with the Z
Axis Calibration Gage describes how to set up and use the artifact.

If the verification is out of tolerance, you will need to recalibrate the Z axis.
Contact the QVI channel partner who provided your system for calibration
assistance.

Section 4: System Calibration & Alignment 4-91


Non-Linear XY Verification

Since the XY stage calibration function in ICE requires Secure Access (described on
page 2-11), it is not covered in this manual. However, if your system has
MeasureMind 3D or Measure-X installed, you can use either measurement software
to verify the measuring accuracy of the X and Y transports.

See the following topics for more information:

l Verifying Non-Linear XY Stage Calibration Using MeasureMind 3D (page 4-


93)

l Verifying Non-Linear XY Stage Calibration Using Measure-X (page 4-102)

NOTE: For information on how to calibrate and verify XY using ICE, see "XY Stage
Calibration" in the ICE User Guide, which is accessible from the Help menu in ICE.

4-92 Section 4: System Calibration & Alignment


Verifying Non-Linear XY Stage Calibration Using MeasureMind 3D

This subsection describes how to use MeasureMind 3D to verify stage calibration.


If you want to use Measure-X instead, see Verifying Non-Linear XY Stage
Calibration Using Measure-X on page 4-102.

Stage calibration ensures maximum stage travel accuracy over the entire XY
measuring area by applying correction factors to compensate for normal wear over
time. The correction factors vary depending on the location of the X and Y
transports.

Verifying non-linear XY stage calibration involves the following:

1. Stage the grid reticle.

2. Verify the grid calibration file and coordinates.

3. Select the tolerance specifications and output options.

4. Perform the verification procedure.

NOTE: If the verification fails, contact the QVI channel partner who provided your
system for calibration assistance.

Section 4: System Calibration & Alignment 4-93


Staging the Grid Reticle

1. Carefully place the 25 intersection grid reticle on the stage glass so the
chrome lines face up. Make sure the grid reticle is centered on the stage and
the line between Intersections #11 and #15 is parallel to the X axis.

2. Secure the grid reticle so it will not move.

3. Zoom to the lowest magnification.

4. Set the backlight to approximately 50%.

5. Using the joystick, position Intersection #13 in the center of the Image
window.

6. Manually focus the intersection.

7. Zoom to the highest magnification and adjust the illumination if necessary.

8. Click in the Tool Box to select the Basic Focus target.

9. Perform an autofocus on Intersection #13.

10. Zero the Z-axis readout.

11. Using the joystick, position each corner of the grid reticle in the Image
window and make sure Intersections #1, #5, #21, and #25 can be centered
within their field of views this ensures the grid reticle is within the stage
travel limits.

12. Verify the grid reticle is level by performing an autofocus on Intersections #1,
#5, #21, and #25. At each location, note the Found Z Location reading
displayed in the Image window. It should be as close as possible to 0.

l If the Found Z Location reading is within 0.0025 mm ( 0.0001") at


each location, the grid reticle is level and no adjustment is required.

l If the Found Z Location reading is not within specification at any of the


four locations, shim the grid reticle as needed. Then repeat Step 12 to
verify the grid reticle is level.

13. Click in the Tool Box to select the Box target.

14. Align Intersection #11 to the Box target.

15. Adjust (tram in) the rotation of the grid reticle so the horizontal line of the grid
reticle remains aligned to the Box target when you move the X transport from
side to side along the full length of X travel.

16. Repeat Step 11 to make sure the grid reticle is still within the stage travel
limits; adjust if necessary.

17. Align Intersection #13 to the Box target and repeat Steps 8 and 9 to refocus
the intersection.

18. Verify the grid calibration file and coordinates, as described on the next page.

4-94 Section 4: System Calibration & Alignment


Verifying the Grid Calibration File and Coordinates

After staging the grid reticle, you need to load the grid reticle calibration file. This file
contains the nominal grid reticle intersections. The name of the file is
GRIDxxxx.DAT, where xxxx is the grid serial number. You will have to load the file
from the disc or USB drive that came with the grid reticle, or you can create a new
grid file as described on page 4-97.

NOTE: If the grid reticle does not have an accompanying file defining X and Y
coordinate values or accompanying literature, contact OGP or the QVI channel
partner who provided your system.

To verify the existence of the grid calibration file and the accuracy of the grid
coordinates in the file, and to begin the verification, follow the steps below.

1. Start MeasureMind 3D MultiSensor.

2. Insert the disc that came with the grid reticle into the system controller or plug
in the USBdrive if one was supplied.

3. Make sure the measurement units in the software match the units used in the
table on the printed sheet provided with the grid reticle; change the units in the
software if necessary.

4. Select System / Calibration > Non-linear > XY.

Section 4: System Calibration & Alignment 4-95


5. In the displayed dialog box, enter the correct serial number for the grid reticle
and then click OK.

The software searches for the specified grid calibration file on all available
drives on the system controller.

l If the system finds the grid calibration file, it displays a dialog box
(similar to the one shown below), which lists all the nominal X and Y
coordinates.
o Verify the accuracy of the displayed coordinates by comparing
them to the coordinates on the printed sheet provided with the
grid reticle.
o If necessary, change any incorrect coordinates in the dialog
box to match those listed on the printed sheet.
o After verifying the accuracy of the grid calibration file, select
the tolerance specifications and output options (see page 4-98).

l If the system cannot find the grid calibration file, you can create a new
grid calibration file, as described on the next page.

4-96 Section 4: System Calibration & Alignment


Creating a New Grid Calibration File (If Necessary)

If the system cannot find the specified grid calibration file, something similar to the
following appears:

Click Yes, and then follow the steps below to create a new grid calibration file.

1. Refer to the literature that came with the grid reticle, and enter the correct X
and Y coordinates for each intersection. Values can be entered in inches or
millimeters depending on which units you selected in the software.

2. Verify the accuracy of the coordinates in the dialog box by checking them
against the coordinate values on the printed sheet.

3. Select the tolerance specification and output options, as described on the


next page.

Section 4: System Calibration & Alignment 4-97


Selecting the Tolerance Specification

After entering and/or verifying the grid coordinates, you must specify either an E2
tolerance specification (recommended) or an XY tolerance specification. You can
also indicate whether the measured data is output to a printer and/or statistics file.

Specifying an E2 Tolerance Specification

1. Select the E2 option in the Enter Grid Coordinates dialog box.

The software displays a dialog box with a position repeatability value and a
distance uncertainty value. The values displayed are based on the
characteristics of the machine when it was calibrated at the factory.

2. Change the values if necessary.

3. Click OK.

When you run the verification routine, the software calculates the straight line
distance from each intersection to every other intersection. This calculation is based
on the formula: A + [L (mm) / B], where:

l A is the position repeatability constant in micrometers.

l B is the distance uncertainty value, entered in micrometers per millimeter.

l L is the distance from one intersection to another, expressed in millimeters.


All distances are output in the following order: distance from 1 to 2, 1 to 3, 1 to
4, etc., 1 to 25, 2 to 3, 2 to 4, etc.

4-98 Section 4: System Calibration & Alignment


Specifying an XY Tolerance Specification

NOTE: We recommend using the E2 tolerance specification whenever verifying XY


stage calibration.

1. Select the XY option in the Enter Grid Coordinates dialog box.

The software displays a dialog box with X and Y location tolerance values.
The values displayed are based on the characteristics of the machine when it
was calibrated at the factory.

2. Change the values if necessary.

3. Click OK.

When you run the verification routine, the system calculates the deviation
between the nominal and actual X and Y locations for each intersection.

Section 4: System Calibration & Alignment 4-99


Outputting Results to a Printer

To output all measured intersections to a printer, select the Print check box in the
Enter Grid Coordinates dialog box. The printout is similar to the routine output;
however, it provides information about each intersection rather than each step.

l For E2 tolerance specifications, the out of tolerance straight-line distances


from one intersection to another are printed along with the position tolerance
for the particular intersection.

l For XY tolerance specifications, both the X and Y location values of the 25


intersections are printed.

Outputting Results to a Statistics File

To output all measured intersections to a statistics file, select the Stats check box in
the Enter Grid Coordinates dialog box.

The system displays a dialog box for you to specify the statistics file name if the
statistics destination is File. The software outputs the desired values using the
current statistics templates and tags. (The software looks for the statistics
configuration file NLSTATS.CFG and loads it if it is found; otherwise it loads the
statistics configuration from INPUT.CFG.) The intersection number or distance
number is output for the step number. The tag output is the tag for X or Y location, or
straight line distance for E2. However, if there is no data for a particular output
character, nothing is output. This is the case for routine name, run number, feature
comment and prompt and header lines.

Grid Reticle Measurement Options

If you want the system to refocus any failed intersections, select the Focus check
box in the Enter Grid Coordinates dialog box.

If you are using a dark grid reticle with light crosshairs, select the Inverse check box
to reverse the direction of the dark-to-light search. If you are using the standard grid
reticle, which has dark crosshairs, leave the Inverse check box unchecked.

4-100 Section 4: System Calibration & Alignment


Verifying XYStage Calibration

NOTE: This procedure assumes the grid calibration file has been loaded and verified
to be accurate.

1. Click Verify in the Enter Grid Coordinates dialog box.

The Box target appears in the Image window and the following message
appears in the Measurement window: Set to Intersection 11

2. Using the joystick, position Intersection #11 in the Image window and make
the following adjustments:

a. If the Box target does not match the size of the reticle lines, resize the
target using the Target Spacing slider.

b. Manually align Intersection #11 to the center of the Box target.

c. Click OK in the Measurement window.

The system automatically measures the intersection and sets X and Y


to zero. The software then drives to the nominal location of
Intersection #15.

The following message appears in the Measurement window: Set to


Intersection 15

3. Manually align Intersection #15 to the center of the Box target.

l No adjustments are needed to the lights or grid spacing.

l Click OK in the Measurement window.

The system automatically measures the intersection and sets the axis
alignment. The system then measures Intersection #13 and resets XY zero.

This is the only time Intersection #13 is used to reset XY zero; subsequent
measurements of this intersection are an indication of machine repeatability.

The system then performs an automatic XY stage verification in one pass.


The system measures each grid intersection in order from #1 to #25.

l If the verification is out of tolerance, you will need to perform non-linear


XY stage calibration. Contact OGP or the QVI channel partner who
provided your system for calibration assistance.

l If the verification is in tolerance, the system displays a message to


verify the calibration.

4. Click No if you want to end the verification, or click Yes to perform the
verification procedure again.

Section 4: System Calibration & Alignment 4-101


Verifying Non-Linear XY Stage Calibration Using Measure-X

This subsection describes how to use Measure-X to verify stage calibration. If you
want to use MeasureMind 3D instead, see Verifying Non-Linear XY Stage
Calibration Using MeasureMind 3D on page 4-93.

Stage calibration ensures maximum stage travel accuracy over the entire XY
measuring area by applying correction factors to compensate for normal wear over
time. The correction factors vary depending on the location of the X and Y
transports.

Verifying non-linear XY stage calibration involves the following:

1. Stage the grid reticle.

2. Verify the grid calibration file and coordinates.

3. Select the tolerance specifications and output options.

4. Perform the verification procedure.

NOTE: If the verification fails, contact the QVI channel partner who provided your
system for calibration assistance.

4-102 Section 4: System Calibration & Alignment


Staging the Grid Reticle

1. Carefully place the 25 intersection grid reticle on the stage glass so the
chrome lines face up. Make sure the grid reticle is centered on the stage and
the line between Intersections #11 and #15 is parallel to the X axis.

2. Secure the grid reticle so it will not move.

3. Zoom to the lowest magnification.

4. Set the backlight to approximately 50%.

5. Using the joystick, position Intersection #13 in the center of the Image
window.

6. Manually focus the intersection.

7. Zoom to the highest magnification and adjust the illumination if necessary.

8. Click Manual Focus Target.

9. Perform an autofocus on Intersection #13.

10. Zero the Z-axis readout.

11. Using the joystick, position each corner of the grid reticle in the Image
window and make sure Intersections #1, #5, #21, and #25 can be centered
within their field of views this ensures the grid reticle is within the stage
travel limits.

12. Verify the grid reticle is level by performing an autofocus on Intersections #1,
#5, #21, and #25. At each location, note the Found Z Location reading
displayed in the Image window. It should be as close as possible to 0.

l If the Found Z Location reading is within 0.0025 mm ( 0.0001") at


each location, the grid reticle is level and no adjustment is required.

l If the Found Z Location reading is not within specification at any of the


four locations, shim the grid reticle as needed. Then repeat Step 12 to
verify the grid reticle is level.

13. Click Box Target.

14. Align Intersection #11 to the Box target.

15. Adjust (tram in) the rotation of the grid reticle so the horizontal line of the grid
reticle remains aligned to the Box target when you move the X transport from
side to side along the full length of X travel.

16. Repeat Step 11 to make sure the grid reticle is still within the stage travel
limits; adjust if necessary.

17. Align Intersection #13 to the Box target and repeat Steps 8 and 9 to refocus
the intersection.

18. Verify the grid calibration file and coordinates, as described on the next page.

Section 4: System Calibration & Alignment 4-103


Verifying the Grid Calibration File and Coordinates

After staging the grid reticle, you need to load the grid reticle calibration file. This file
contains the nominal grid reticle intersections. The name of the file is
GRIDxxxx.DAT, where xxxx is the grid serial number. You will have to load the file
from the disc or USB drive that came with the grid reticle, or you can create a new
grid file as described on page 4-106.

NOTE: If the grid reticle does not have an accompanying file defining X and Y
coordinate values or accompanying literature, contact OGP or the QVI channel
partner who provided your system.

To verify the existence of the grid calibration file and the accuracy of the grid
coordinates in the file, and to begin the verification, follow the steps below.

1. Start Measure-X.

2. Insert the disc that came with the grid


reticle into the system controller or plug
in the USB drive if one was supplied.

3. Make sure the measurement units in


the software match the units used in
the table on the printed sheet provided
with the grid reticle; change the units in
the software if necessary.

4. Select System / Calibration > Non-


linear > XY to display the Automatic
XY Non-linear Calibration window.

5. Click Open.

l The system waits for you to


specify a file that defines the
coordinate positions of the grid
reticle intersections.

l The system assumes the grid


reticle has been previously run
on the system, and displays the
contents of the system
CONFIG folder.

l If the appropriate grid file is not


in the CONFIG folder, you will
have to load it from the disc or
USB drive that came with the grid reticle, or you will have to create a
new file as described on page 4-106.

4-104 Section 4: System Calibration & Alignment


6. Navigate to the proper drive and folder, select the appropriate grid file, and
then click Open to display something similar to the following:

NOTE: The dialog box shown above lists the XY coordinates of every
intersection on the grid, with Intersection #13 having XY coordinates of (0,0).

7. On the printed sheet provided with the grid reticle, locate the XY coordinate
table for the grid reticle you are using. Then verify the accuracy of the
coordinates in the dialog box by checking them against the coordinates on the
printed sheet.

Normally, it is not necessary to change the XY coordinates in the dialog box


shown above. However, if any of the coordinates do not match the
coordinates on the printed sheet, you must change them before continue.

8. Click OK to close the dialog box.

9. Select the tolerance specification, as described on page 4-108.

Section 4: System Calibration & Alignment 4-105


Creating a New Grid Calibration File (If Necessary)

If your grid reticle does not have an accompanying file defining X and Y coordinates,
but does have accompanying literature, you can create a new grid calibration file and
manually enter the appropriate X and Y coordinates.

NOTE: If the grid reticle does not have an accompanying file defining X and Y
coordinate values or accompanying literature, contact OGP or the QVI channel
partner who provided your system.

To create a new grid calibration file

1. If you have not already done so, select System / Calibration > Non-linear
> XY to display the Automatic XY Non-linear Calibration window.

2. Click Open.

3. In the File name box, type gridxxxx.dat, where xxxx is the serial number on
your grid reticle.

4. Click Open.

Something similar to the following appears:

4-106 Section 4: System Calibration & Alignment


5. Click Yes to create the new file.

The system displays the Non-Linear Calibration Grid File dialog box. The XY
coordinate values for every intersection are (0,0).

6. Refer to the literature that came with the grid reticle, and enter the correct X
and Y coordinates for each intersection.

The values entered here must be in millimeters. If the coordinate values on


the printed sheet are in inches, you must convert them to millimeters before
entering them into the dialog box.

7. Verify the accuracy of the coordinates in the dialog box by checking them
against the coordinate values on the printed sheet.

8. Click OK.

9. Select the tolerance specification, as described next.

Section 4: System Calibration & Alignment 4-107


Selecting the Tolerance Specification

After entering and/or verifying the grid coordinates, you must specify either an E2
(recommended) or XY tolerance specification.

Specifying an E2 Tolerance Specification

1. Select the E2 check box in the Automatic XY Non-Linear Calibration window.

This enables the Position Repeatability and Distance Uncertainty boxes. The
displayed values are based on the characteristics of the system when it was
calibrated at the factory.

2. If necessary, change the values to match the published machine


specifications.

When you run the verification routine, the system calculates the straight line
distance from each intersection to every other intersection. The calculation is
based on the formula A = (L (mm) / B), where:

l A is the position repeatability constant in micrometers.

l B is the distance uncertainty value, in millimeter or micrometer


measurements.

l L is the distance from one intersection to another, expressed in


millimeters. All the distances are output in the following order:
distance from 1 to 2, 1 to 3, 1 to 4, etc., 1 to 25, 2 to 3, 2 to 4, etc.

4-108 Section 4: System Calibration & Alignment


Specifying an XYTolerance Specification

NOTE: We recommend using the E2 tolerance specification whenever verifying the


non-linear XY stage calibration.

1. Select the XY check box in the Automatic XYNon-Linear Calibration window.

This enables the X Tolerance and Y Tolerance boxes. The displayed values
are based on the characteristics of the system when it was calibrated at the
factory.

2. Change the values if necessary, to make the tolerances tighter or looser.

When you run the verification routine, the system calculates the deviation
between the nominal and actual X and Y locations for each intersection.

Section 4: System Calibration & Alignment 4-109


Verifying XY Stage Calibration

NOTE: It is assumed that you already staged the grid reticle, loaded the grid
calibration file, and verified the coordinates in the grid calibration file.

1. Verify the grid calibration file and select the tolerance specification as
described on the previous pages. Then select the desired options in the
Automatic XY Non-linear Calibration window.

l To focus any failed intersections, select the Do focus on failed


intersection check box.

l To send the verification report to the printer (if connected to the


system) at the end of the measurement sequence automatically,
select the Print report when done check box.

l If you are using a dark grid reticle with light crosshairs, select the
Inverse check box to reverse the direction of the dark-to-light search.
If you are using the standard grid reticle, which has dark crosshairs,
leave the Inverse check box unchecked.

l If you want to repeat the verification measurement sequence, type the


desired number in the Verify Repeats box.

2. Click Start.

The following appears:

3. Using the joystick, position Intersection #11 (left column, middle row) in the
center of the Image window.

4. Zoom to the highest magnification and adjust the illumination if necessary.

4-110 Section 4: System Calibration & Alignment


5. Select Targets / Box and align Intersection #11 to the center of the Box
target; adjust the size of the target to match the size of the grid reticle lines.

6. Click OK.

The system measures the intersection, sets X and Y to zero, drives to the
nominal location of Intersection #15, and displays the following:

NOTE: If the system is unable to measure an intersection, the following


message appears:

If this occurs, make the necessary corrections and click Retry to remeasure
the intersection.

Section 4: System Calibration & Alignment 4-111


7. Manually align Intersection #15 to the Box target.

8. Click OK.

l The system measures the intersection, sets the axis alignment,


measures Intersection #13, and resets X and Y to zero. Then the
system performs an automatic stage verification in one passthe
system measures each intersection in order from 1 to 25.

l The system displays the verification report, which contains the


corrected calibration values. The report varies in format, depending on
whether an E2 or XY tolerance was specified. See the next page for an
example of each format.

l If you selected the Print report when done check box in Step 1 of
this procedure, the software sends the verification report to the printer
automatically.

NOTES:

l If there is no printer connected to the system, or if there is a printer


connected, but it is off, the system displays a prompt.

l You can access the calibration report (E2VerificationReport.txt or


XYVerificationReport.txt ) in the C:\QVI\MeasureX\CONFIG folder.

9. Close the verification report. The system displays a prompt to repeat the
verification. Click Yes to repeat it or click No to end it.

4-112 Section 4: System Calibration & Alignment


Figure 4-20: Sample E2 Verification Report

Figure 4-21: Sample XY Verification Report

Section 4: System Calibration & Alignment 4-113


Grid Results

As you perform the XY verification (not E2), results from the verification appears at
the bottom of the Automatic XY Non-linear Calibration window. This provides useful
data about the individual intersection points in the grid.

The intersection points are color coded as follows:

l Green = in tolerance

l Yellow = in tolerance, but using 75% or more of tolerance band

l Red = out of tolerance

Figure 4-22: Grid Results

4-114 Section 4: System Calibration & Alignment


Sensor Calibrations

To calibrate a tool, you must first "teach" the system the location of an appropriate
artifact by measuring it with a tool that has already been calibrated. In most cases
the 1X lens is used to locate the artifact, but you can use any calibrated tool.

Once the system knows the exact location of the artifact, you then need to
remeasure the artifact (without moving it) with the "uncalibrated" tool to determine
the sensor offset, which is then stored in the UCP database.

After locating the artifact with the calibrated sensor and tool combination, do not
move the artifact before measuring it with the unqualified sensor and tool
combination. Doing so will result in an inaccurate sensor offset.

Required Artifact

The required artifact for sensor offset calibration varies depending on the tool you
want to use to locate the artifact and the tool you want to calibrate. You need to use
an artifact that can be measured by both tools.

Use the following to determine which artifact you should use.

Tool used to locate artifact Tool you want to calibrate Artifact(s)

Optical tool (lens) Optical tool (lens) QVI alignment reticle

Optical tool (lens) Touch tool (stylus) QVI calibration sphere

-OR-

Ring gage

Optical tool (lens) Laser tool (TTL or off-axis QVI laser reticle
laser)

Touch tool (stylus) Laser tool (TTL or off-axis QVI calibration sphere
laser)

Touch tool (stylus) Touch tool (stylus) QVI calibration sphere

-OR-

Ring gage

Section 4: System Calibration & Alignment 4-115


What Is the CSRP?

The Common Sensor Reference Point (CSRP) is a point within the measuring
volume of the machine that all sensors are offset from.

NOTE: If the machine has volumetric corrections enabled, the CSRP is the
reference point for the machine error map.

Understanding the Relationship between the CSRP and Sensor Offsets

The diagrams on the following pages illustrate the relationship between the CSRP
and sensor offsets.

l Example 1: Zoom1X Offset from CSRP

l Example 2: Stylus_1 Offset from Zoom1X (CSRP)

l Example 3: 2X_Laser_Lens and Stylus_1 Offsets from Zoom1X (CSRP)

l Example 4: Stylus_1 Offset from 2X_Laser_Lens

4-116 Section 4: System Calibration & Alignment


Figure 4-23: Example 1: Zoom1X Offset from CSRP

Section 4: System Calibration & Alignment 4-117


Figure 4-24: Example 2: Stylus_1 Offset from Zoom1X (CSRP)

4-118 Section 4: System Calibration & Alignment


Figure 4-25: Example 3: 2X_Laser_Lens and Stylus_1 Offsets from Zoom1X (CSRP)

Section 4: System Calibration & Alignment 4-119


Figure 4-26: Example 4: Stylus_1 Offset from 2X_Laser_Lens

4-120 Section 4: System Calibration & Alignment


Calibration Levels

The calibration level of each sensor and tool combination indicates whether or not
the offset from the CSRP is known. The system does not consider a sensor and
tool combination fully calibrated until it knows the offset from the CSRP.

Icon Status Comment

Level 1 l The sensor and tool combination is


Uncalibrated uncalibrated and the sensor offset is unknown

l You cannot use the sensor and tool


combination to obtain measurement data

Level 1 l The sensor and tool combination is calibrated,


Partially but the sensor offset is unknown
calibrated
l You cannot use the sensor and tool
combination to obtain measurement data

Level 2 l The sensor and tool combination is


Uncalibrated uncalibrated, but an assumed sensor offset
exists

l You cannot use the sensor and tool


combination to obtain measurement data

Level 2 l Assumed calibration data and an assumed


Assumed sensor offset exist for the sensor and tool
calibration combination

l You cannot use the sensor and tool


combination to obtain measurement data

Level 3 l The sensor and tool combination is calibrated


Interpolated and the sensor offset is known
calibration
l You can use the sensor and tool combination to
obtain measurement data

Level 4 Fully l The sensor and tool combination is calibrated


calibrated and the sensor offset is known

l You can use the sensor and tool combination to


obtain measurement data

Section 4: System Calibration & Alignment 4-121


The icon next to each tool on the ICE Navigation Tree shows the calibration level of
that particular sensor and tool combination.

4-122 Section 4: System Calibration & Alignment


As you calibrate sensor offsets (i.e., calculate the offset from the CSRP), the
calibration level for each sensor and tool combination will change to Level 4, as
shown below.

Section 4: System Calibration & Alignment 4-123


Calibrating the Sensor Offset for an Optical Tool

1. On the ICE Navigation Tree, right-click the Sensors/Tools node, and then
select Calibrate > Sensor Offsets.

2. Switch to the calibrated optical tool (typically, the 1X lens) you want to
use to locate the artifact.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the calibrated optical tool (lens) you want to use is not attached,
double-click its node. Then follow the on-screen instructions and click
OK. (There may be multiple instructions.)

4-124 Section 4: System Calibration & Alignment


3. Select the Alignment Reticle you want to use during the calibration.

4. Place the selected Alignment Reticle on the stage glass.

l Make sure the reticle is clean.

l Secure the reticle so it will not move.

5. Click Next.

6. Leave the default settings as-is and click Next.

7. Position the upper-right corner of the reticle square in the field of view.
Manually focus the video image.

TIP: If the artifact has not been moved since the last time it was used to
calibrate the sensor offset, you can click Set Position to position the sensor
automatically. (The Set Position button only appears if location data for the
artifact exists.)

If you are unsure whether or not the artifact has been moved, do not click
Set Position position the sensor manually to be safe.

Section 4: System Calibration & Alignment 4-125


8. Zoom to the highest magnification.

9. On the Controls tab below the video window, click Focus Target.

10. Perform an autofocus on the upper-right corner of the reticle square using
backlight.

11. On the Controls tab below the video window, click Crosshair Target.

4-126 Section 4: System Calibration & Alignment


12. Align the upper-right corner of the reticle square to the Crosshair target.

13. Click Next to start the measurement sequence.

Section 4: System Calibration & Alignment 4-127


14. After the measurement sequence is complete, click Next.

Do not move the artifact after locating it.

15. Close or minimize the displayed report.

4-128 Section 4: System Calibration & Alignment


16. Switch to the optical sensor and tool (lens) combination you want to
calibrate.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the optical tool (lens) you want to calibrate is not attached, double-
click its node. Then follow the on-screen instructions and click OK.
(There may be multiple instructions.)

17. Click Next.

18. Select the Calibrate option and leave the default settings as-is.

19. Click Next.

Section 4: System Calibration & Alignment 4-129


20. On the Controls tab below the video window, click Focus Target.

21. Perform an autofocus on the upper-right corner of the reticle square at high
magnification using backlight.

22. On the Controls tab below the video window, click Crosshair Target.

4-130 Section 4: System Calibration & Alignment


23. Align the upper-right corner of the reticle square to the Crosshair target.

24. Click Next to start the measurement sequence.

Section 4: System Calibration & Alignment 4-131


25. To calibrate the offset for another lens, click Again. Then click Yes in
response to the displayed message (if it appears) and go back to Step 16.

26. If you are done calibrating the offsets for your lenses, click Finish.

27. Click Yes in response to the displayed message (if it appears).

28. Again, click Yes in response to the displayed message.

29. Close or minimize the displayed report.

4-132 Section 4: System Calibration & Alignment


Calibrating the Sensor Offset for a Touch Tool

1. Verify the configuration settings for the calibration sphere you want to use.

a. On the ICE Navigation Tree, expand the Artifacts node if it is


collapsed. Then right-click the Calibration Sphere you want to use,
and select Configure > Modify.

b. Click Edit.

Section 4: System Calibration & Alignment 4-133


c. Verify the following configuration settings are correct:

l Serial number

l Material

l Shaft azimuth angle and elevation angle

l Certified diameter

l Shaft diameter

d. Click Finish.

4-134 Section 4: System Calibration & Alignment


2. On the ICE Navigation Tree, right-click the Sensors/Tools node, and then
select Calibrate > Sensor Offsets.

3. Switch to the calibrated optical tool (typically, the 1X lens) you want to
use to locate the artifact.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the calibrated optical tool (lens) you want to use is not attached,
double-click its node. Then follow the on-screen instructions and click
OK. (There may be multiple instructions.)

4. Select the Calibration Sphere you want to use during the calibration.

5. Mount the selected Calibration Sphere on the stage in a location accessible


by the optics and probe. Secure the calibration sphere so it will not move.

6. Click Next.

7. Leave the default settings as-is and click Next.

Section 4: System Calibration & Alignment 4-135


8. Position the right edge of the calibration sphere in the field of view as shown.

TIP: If the artifact has not been moved since the last time it was used to
calibrate the sensor offset, you can click Set Position to position the sensor
automatically. (The Set Position button only appears if location data for the
artifact exists.)

If you are unsure whether or not the artifact has been moved, do not click
Set Position position the sensor manually to be safe.

9. On the Controls tab below the video window, click Focus Target.

10. Perform an autofocus on the right edge of the calibration sphere using
backlight.

11. On the Controls tab below the video window, click Crosshair Target.

4-136 Section 4: System Calibration & Alignment


12. Align the right edge of the calibration sphere to the Crosshair target.

13. Click Next to start the measurement sequence.

14. After the measurement sequence is complete, click Next.

Do not move the artifact after locating it.

15. Close or minimize the displayed report.

Section 4: System Calibration & Alignment 4-137


16. Switch to the probe sensor and tool combination you want to calibrate.

l Double-click the node of the desired probe sensor to activate it.

l If the touch tool you want to calibrate is not attached, double-click its
node. Then follow the on-screen instructions and click OK.

17. Click Next.

18. Select the Calibrate option and leave the default settings as-is.

19. Click Next.

20. Position the tip of the touch tool directly above the top of the calibration
sphere as shown.

4-138 Section 4: System Calibration & Alignment


21. Click Next to start the measurement sequence.

22. If you want to calibrate the offset for another touch tool, click Again. Then
click Yes in response to the displayed message (if it appears) and go back to
Step 15.

23. If you are done calibrating touch tool offsets, click Finish.

24. Click Yes in response to the displayed message (if it appears).

25. Again, click Yes in response to the displayed message.

26. Close or minimize the displayed report.

Section 4: System Calibration & Alignment 4-139


Calibrating a Flash TTL Laser

1. Switch to a properly configured Flash TTL laser sensor and tool


combination.

l Verify the active sensor icon appears next to the node of the TTL
laser sensor. If necessary, double-click the node to activate the
sensor.

l If the laser tool (laser lens) you want to use is not attached, double-
click its node. Then follow the on-screen instructions and click OK.
(There may be multiple instructions.)

2. On the ICE Navigation Tree, right-click the node for the attached TTL laser
tool (laser lens), and then select Calibrate > Laser Range.

3. Select a configured QVI Alignment Reticle from the list of configured


artifacts.

4. Click Next.

5. Wait for the system to turn on the grid projector (if equipped) and auto adjust
the lights.

4-140 Section 4: System Calibration & Alignment


6. Systems with a grid a projector: Position the Focus target completely over
the reticle square.

Section 4: System Calibration & Alignment 4-141


7. Systems without a grid projector: Position the Focus target over the
upper-right corner of the reticle square.

8. Click in the video window to perform an autofocus.

9. Click Enter.

NOTE: To remove entered points, click .

4-142 Section 4: System Calibration & Alignment


10. Systems without a grid projector: Position the Focus target completely
over the reticle square.

11. Click Next.

Section 4: System Calibration & Alignment 4-143


12. Select the Calibrate option and leave the default settings as-is.

13. Click Next to start the measurement sequence.

4-144 Section 4: System Calibration & Alignment


14. After the measurement sequence is complete, click Finish.

NOTE: If the calibration fails, verify the following, and then perform the
calibration again:

l Verify the stage glass is clean.

l Verify the reticle is clean.

l Verify the reticle is resting directly on the stage glass (must be parallel
to the stage glass).

l Verify the laser is properly aligned (see Flash TTL Laser Alignment on
page 4-52.)

15. Close or minimize the displayed report.

Section 4: System Calibration & Alignment 4-145


Calibrating the Sensor Offset for a Laser Tool

1. On the ICE Navigation Tree, right-click the Sensors/Tools node, and then
select Calibrate > Sensor Offsets.

2. Switch to the calibrated optical tool (typically, the 1X lens) you want to
use to locate the artifact.

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the calibrated optical tool (lens) you want to use is not attached,
double-click its node. Then follow the on-screen instructions and click
OK. (There may be multiple instructions.)

3. Select the Laser Reticle you want to use during the calibration.

4. Place the selected Laser Reticle on the stage glass. Secure the reticle so it
will not move.

5. Click Next.

6. Leave the default settings as-is and click Next.

4-146 Section 4: System Calibration & Alignment


7. Position the lower-left corner of the square cutout in the field of view.

TIP: If the artifact has not been moved since the last time it was used to
calibrate the sensor offset, you can click Set Position to position the sensor
automatically. (The Set Position button only appears if location data for the
artifact exists.)

If you are unsure whether or not the artifact has been moved, do not click
Set Position position the sensor manually to be safe.

8. On the Controls tab below the video window, click Focus Target.

9. Perform an autofocus on the lower-left corner of the square cutout.

10. On the Controls tab below the video window, click Crosshair Target.

Section 4: System Calibration & Alignment 4-147


11. Align the lower-left corner of the square cutout to the Crosshair target.

12. Click Next to start the measurement sequence.

13. After the measurement sequence is complete, click Next.

Do not move the artifact after locating it.

14. Close or minimize the displayed report.

15. Switch to the laser sensor and tool combination you want to calibrate.

l Double-click the node of the desired laser sensor to activate it.

l If the laser tool you want to calibrate is not attached, double-click its
node. Then follow the on-screen instructions and click OK.

4-148 Section 4: System Calibration & Alignment


16. Click Next.

17. Select the Calibrate option and leave the default settings as-is.

18. Click Next.

19. Select the Real Time Measure check box to turn on the laser.

20. Position the laser so you can see the laser spot on the surface of the artifact,
in the location shown.

21. Use the sensor graph to focus the laser spot manually on the surface of the
artifact.

22. Clear the Real Time Measure check box to turn off the laser.

Section 4: System Calibration & Alignment 4-149


23. Click inside the Laser target to perform a laser focus.

24. Click Next to start the measurement sequence.

25. After the measurement sequence is complete, click Next.

4-150 Section 4: System Calibration & Alignment


26. If you are calibrating the sensor offset for an off-axis laser tool, perform the
following steps:

a. Place the QVI Alignment Reticle on stage glass, in a location


accessible to both the optics and off-axis laser. Secure the reticle so
it will not move.

b. Perform an autofocus on the upper-right corner of the reticle square


using backlight.

c. Click Next.

Section 4: System Calibration & Alignment 4-151


27. To calibrate the offset for another laser tool, click Again. Then click Yes in
response to the displayed message (if it appears) and go back to Step 15.

28. If you are done calibrating off-axis laser tool offsets, click Finish.

29. Click Yes in response to the displayed message (if it appears).

30. Again, click Yes in response to the displayed message.

31. Close or minimize the displayed report.

4-152 Section 4: System Calibration & Alignment


Change Rack Calibration

If you want to dock probe modules and styli, you must first calibrate a properly
configured change rack with a calibrated probe sensor and tool combination. The
Change Rack Calibration wizard teaches the system the actual and clearance
locations of each port in the change rack.

NOTE: To assign touch tools to ports in the change rack, use the Change Rack
Configuration window. For more information, see Configuring a Change Rack on
page 3-21.

Calibrating a Change Rack

1. Switch to the calibrated probe sensor and tool combination you want to
use to calibrate the change rack.

l Verify the active sensor icon appears next to the probe sensor
node If necessary, double-click the node to activate the sensor.

l If the touch tool you want to use is not attached, double-click its node.
Then follow the on-screen instructions and click OK. (There may be
multiple instructions.)

2. Mount a properly configured change rack in an accessible location on the


stage.

Make sure you can access all ports with the probe.

3. Retract all the dust covers on the change rack and verify all the ports are
empty.

Section 4: System Calibration & Alignment 4-153


4. On the ICE Navigation Tree, expand the Change Racks node if it is
collapsed.

Then right-click the node of the change rack you want to calibrate, and select
Calibrate > Change Rack.

5. Select the change rack you want to calibrate.

6. Carefully center the DSM in X and Y next to the middle of the first port in the
change rack.

4-154 Section 4: System Calibration & Alignment


7. Lower or raise the probe so the top of the DSM is between the upper and
lower lips of the port and the lower lip is centered in the DSM groove.

8. Slowly drive the module into the port.

You may need to move the probe slightly in X, Y, and/or Z to ensure smooth
movement. Be sure to drive the module all the way to the back of the port
without touching the port.

9. Click Next.

10. Drive the probe to the clearance location.

TIP: Typically, the clearance location is a point that is a straight distance


away from port 1.

11. Click Next.

12. Measure a point on the front surface of the change rack, in the location
shown.

NOTE: To remove entered points, click .

Do not move in Z after measuring the first point on the front surface of the
change rack.

Section 4: System Calibration & Alignment 4-155


13. Measure a second point on the front surface of the change rack, in the
location shown.

NOTE: To remove entered points, click .

14. Select the Improve calibration check box.

15. Click Next.

4-156 Section 4: System Calibration & Alignment


16. Carefully center the stylus tip in X and Y next to the middle of the first port.

17. Lower or raise the touch probe sensor so the stylus tip is between the upper
and lower lips of the port as shown.

18. Drive the stylus tip to the back of the port until the probe triggers.

NOTE: To remove entered points, click .

19. Click Next to start the measurement sequence.

Section 4: System Calibration & Alignment 4-157


20. After the measurement sequence is complete, click Finish.

21. Close or minimize the displayed report.

4-158 Section 4: System Calibration & Alignment


Single Rotary Calibration

Use the Single Rotary Calibration wizard to determine the location and
orientation of the rotary axis on a single rotary indexer.

NOTE: For information on how to calibrate a dual rotary, contact the QVI channel
partner who provided your system.

Required Artifact

l Calibration Accessory Kit (P/N 526519), which includes the following:


o Calibration Ring Assembly, P/N 526035 includes:
o Calibration ring (1), P/N 526010
o Pin (3), P/N 526037
o O-ring (2), P/N 526038
o Probe styli, 2 mm (0.07874 in) ball, P/N 526001
o Probe styli, 8 mm (0.31496 in) ball, P/N 525992
o Styli extension, 30 mm (1.18110 in), P/N 525993
o Reference gage block, 5.08 mm (0.200 in), P/N 526518
o Toolbox, P/N 526520

Section 4: System Calibration & Alignment 4-159


Calibrating a Single Rotary

1. Install a properly configured rotary indexer, and make sure it is operational.

2. Switch to a calibrated optical tool (typically, the 1X lens configuration).

l Verify the active sensor icon appears next to the node of the
optical sensor. If necessary, double-click the node to activate the
sensor.

l If the calibrated optical tool (lens) you want to use is not attached,
double-click its node. Then follow the on-screen instructions and click
OK. (There may be multiple instructions.)

3. On the ICE Navigation Tree, right-click the node of the rotary you want to
calibrate, and then click Calibrate.

4. Select the artifact you want to use from the list of configured artifacts.

4-160 Section 4: System Calibration & Alignment


5. Clear the Use Last Known Rotary Location check box.

NOTE: It is assumed that the rotary indexer has been moved since the last
time it was calibrated.

6. Indicate where the rotary is mounted by selecting the appropriate option.

7. Click Next.

Section 4: System Calibration & Alignment 4-161


8. Verify the artifact information is correct.

l XY Angle: Indicates the direction the rotary is facing


o 0 degrees indicates the rotary is mounted on the left side of the
stage with the faceplate facing right
o 90 degrees indicates the rotary is mounted on the front of the
stage with the faceplate facing the back of the machine
o 180 degrees indicates the rotary is mounted on the right side of
the stage with the faceplate facing left
o 270 degrees indicates the rotary is mounted on the back of the
stage with the faceplate facing the front of the machine

l Elevation: Indicates the angle (in degrees) of the rotary axis

l Sphere Diameter: Indicates the diameter of the sphere on the rotary


calibration artifact

l Gage Block Thickness: Indicates the thickness of the gage block on


the rotary calibration artifact

4-162 Section 4: System Calibration & Alignment


9. [Optional] Insert a gage pin in the rotary chuck, and use the Crosshair target
and backlight to check the alignment of the rotary. Align the rotary if
necessary.

Remove the gage pin when finished.

10. Mount the rotary calibration artifact on the rotary, with the calibration sphere
positioned at the top of the rotary.

11. Click Next.

Section 4: System Calibration & Alignment 4-163


12. Manually focus the calibration sphere and align it to the displayed target.

13. Click in the video window to measure the calibration sphere.

14. Click Enter.

NOTE: To remove entered points, click .

15. Click Next.

The system moves the calibration sphere to the next position.

4-164 Section 4: System Calibration & Alignment


16. Manually focus the calibration sphere and align it to the displayed target.

17. Click in the video window to measure the calibration sphere.

18. Click Enter.

NOTE: To remove entered points, click .

19. Click Next.

The system moves the calibration sphere to the next position.

Section 4: System Calibration & Alignment 4-165


20. Manually focus the calibration sphere and align it to the displayed target.

21. Click in the video window to measure the calibration sphere.

22. Click Enter.

NOTE: To remove entered points, click .

23. Click Next to start the measurement sequence.

24. To save the sphere calibration data and skip the thickness calibration, select
the Skip Width Calibration check box.

Then click Next and go to Step 31.

25. To perform the thickness calibration, leave the Skip Width Calibration
check box unchecked.

Then click Next.

4-166 Section 4: System Calibration & Alignment


26. Measure a focus point in each of the four corners on the top surface of the
gage block.

After measuring each point, click Enter to accept the point.

NOTE: To remove entered points, click .

27. Click Next.

The system moves the gage block to the next location.

Section 4: System Calibration & Alignment 4-167


28. Measure a focus point in each of the four corners on the bottom surface of
the gage block.

After measuring each point, click Enter to accept the point.

NOTE: To remove entered points, click .

29. Click Next to start the measurement sequence.

4-168 Section 4: System Calibration & Alignment


30. After the measurement sequence is complete, click Next.

Section 4: System Calibration & Alignment 4-169


31. Click Finish.

32. Close or minimize the displayed report.

4-170 Section 4: System Calibration & Alignment


Light Balance Calibration

Light balance calibration allows you to balance the light sources on multiple systems
by setting the desired offset for each available light source.

NOTES:

l This task only applies to users who have more than one system.

l Perform light balance calibration to verify and adjust light levels if any of the
illuminators are replaced on any of the systems.

Requirements

Set up each system undergoing light balance calibration as follows:

l Make sure the optical configuration (standard or optional lenses) and software
revision level are the same on all systems.

l Set all light levels on each system to 0%.

As detailed in the procedure on the next page, designate one of the systems as the
master system, set up a part on it and create a three-feature routine. Then set up
the same part on each of the other systems, run the same routine, and use the Light
Balance Calibration function in ICE to set the light offsets as needed.

NOTE: By default, the Lights Calibration function is used to set light offsets for each
individual zoom position. Use the Zoom slider to select the desired zoom position
and then adjust the desired light offsets in the Calibrate Lights window. To apply the
selected offsets to all zoom positions, select the Apply Lights to all Zoom
Positions check box.

Section 4: System Calibration & Alignment 4-171


Checking the Lights

1. Start the desired QVI measurement application on the master QVI


measurement system.

2. Set up a part on the master system.

3. On the master system, create a sample routine that measures multiple points
on the part. Measure each point with a different light source.

l Measure a point with backlight (profile illumination).


o Move the part so an edge is at the center of the Crosshair
target.
o Position the mouse cursor anywhere on the bright side of the
Crosshair target.
o Set the backlight intensity to the light level that you normally
use.
o Measure the point.
o Turn off the backlight.

l Repeat to measure a point using oblique illumination. Be sure to move


the part so a surface on the part is at the center of the Crosshair target,
and position the mouse pointer at the center of the crosshairs.

l Without moving the part, repeat the above steps to measure a point on
the surface of the part using surface (coaxial) illumination.

l If the system has a grid projector, repeat the above the steps to
measure a point on the surface of the part using the grid projector.

l If the system has a fiber optic ring light, repeat the above steps to
measure a point on the surface of the part using the ring light.

4. Run the routine on the master system and note the light levels for each
feature. Be sure to position the mouse pointer at the center of Crosshair when
measuring each point.

5. Save the routine to removable media.

6. Run the routine on each of the other measurement systems using the same
part and lens configuration.

If any of the light levels differ, perform the adjustment procedure on the next
page. Do this on each system that needs to be adjusted.

7. Repeat Step 6 until the light levels on each system are within five points of
the levels you noted when you ran the routine on the master system.

4-172 Section 4: System Calibration & Alignment


Adjusting the Light Offsets

1. Exit the measurement application, and start ICE.

2. On the ICE Navigation Tree, right-click the tool node for the attached lens,
and then select Calibrate > Lights.

3. Set the desired zoom position.

Section 4: System Calibration & Alignment 4-173


4. Use the sliders in the Lights Calibration window to adjust the desired light
offset(s) five points.

5. Click Finish.

6. Exit ICE, and start the QVI measurement application.

7. Run the routine again to recheck the light levels.

8. If necessary, repeat the above steps to readjust the light offsets.

4-174 Section 4: System Calibration & Alignment


This document was produced by the Marketing Department of Quality Vision International, Inc. 850 Hudson Avenue,
Rochester, NY 14621 USA. Telephone: 585.544.0450. FAX: 585.544.0131. E-mail: marketing@qvii.com.

Please Note
The information contained herein is based on the experience and knowledge relating to the subject matter gained by QVI
prior to publication. No patent license is granted by this information. QVI RESERVES THE RIGHT TO CHANGE THIS
INFORMATION WITHOUT NOTICE AND MAKES NO WARRANTY, EXPRESS OR IMPLIED, WITH RESPECT TO THIS
INFORMATION. QVI shall not be liable for any loss or damage, including consequential or special damages, resulting from
the use of this information, even if loss or damage is caused by negligence or other fault on the part of QVI.

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2016Quality Vision International, Inc. All rights reserved. Original instructions.

No part of this document may be reproduced or disclosed in any form or for any purpose, other than personal use, without
the written permission of Quality Vision International, Inc.
Publication Number 790881 Revision B May 2016

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