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Encoder Guide _ Anaheim Automation
Encoder Guide _ Anaheim Automation
Encoders Guide
► Table of Contents
What is an Encoder?
The basic definition of an encoder is a sensor of mechanical motion which generates digital signals in response to motion
are able to provide motion control system users with information concerning position, velocity and/or direction.
Every control system leverages some form of sensor feedback. For example, an oven uses a thermometer to sense whe
or turn off a heating element. Disturbances in system processes are measured by a sensor and “fed back” to the PID con
make the necessary changes to ensure process stability. A disturbance could be as simple as opening the oven door or p
frozen food item on the oven racks. The heating element will have to turn on again to overcome the change in temperatur
control systems, the most common
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Encoders provide a measured feedback of mechanical motion (displacement or velocity) to a motion controller.
Motion Types
Rotary
Linear
Technology
Optical
Magnetic
Capacitive
Functionality
Incremental
Single-Ended
Differential
HTL (Push-Pull)
TTL
Absolute
Analog
0-5V, 0-10V
4-20mA
Communication
BiSS
Commutation
Features
IP65
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Flanged
Shaft Mounted
Types of Encoders
Depending on your application requirements, certain types of encoders may be more suitable than others. Anaheim Auto
an array of rotary incremental encoders such as optical, magnetic, and capacitive types, as well as linear magnetic in
encoders.
Optical encoders are a cost-effective industry-wide standard that provide precision and accuracy, but may be more susc
environmental factors such as heat, shock, dust/dirt ingress. Optical encoders are available in absolute, incremental, and
configurations.
Magnetic encoders are more robust, can operate in conditions with ingress of dirt, dust, oil, and other environmental fac
not provide as much resolution as their optical counterparts. Magnetic encoders are available in both rotary and linear co
Linear encoders are designed to measure linear motion, rather than rotary motion. They are typically used with linear co
such as blocks and rails. They are less robust and more suited to applications in an environment free of dust and debris.
Capacitive encoders combine the best aspects of both optical and magnetic rotary encoders in one rugged, reliable dev
not suited for large motor shafts (larger than 8mm diameter). Capacitive encoders are available in both incremental and a
configurations. Read more about capacitive encoders in our Capacitive Encoders Guide.
A single-channel output is commonly implemented in applications in which direction of movement is not significant, simila
tachometer would work. Instances in which direction sensing is important, a 2-channel, quadrature, output is used. The tw
A and B, are commonly 90 electrical degrees out of phase and the electronic components determine the direction based
relationship between the two channels. The position of an incremental encoder is calculated by adding up all the pulses b
By knowing how many pulses the specific encoder outputs in a revolution, the final count divided by the pulses per revolu
the number of revolutions performed by the motor.
A setback of the incremental encoder is count loss, which occurs during power loss. When restarting, the equipment mus
referenced to a home position to reinitialize the counter. However, there are some incremental encoders, like those sold a
Automation, which come equipped with a third channel called the index channel. The index channel produces a single sig
revolution of the encoder shaft and is often used as a reference marker. The reference marker is then denoted as a starti
which can resume counting or position tracking.
NOTE: Incremental rotary encoders are not as accurate as absolute rotary encoders due to the possibility of interference
misread.
The key components of an optical incremental encoder are a glass disk, LED (light emitting diode), and a photo detector.
transparent disk contains opaque sections which are equally spaced to deflect light while the transparent sections allow l
passed through. An optical encoder utilizes a light emitting diode which shines light through the transparent portions of th
light that shines through is received by the photo detector which produces an electrical signal output.
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Absolute encoders utilize a stationary mask in between the photo detector and the encoder disk.
Commutation Encoders
A commutation encoder contains the same fundamental components as incremental encoders but with the addition of co
tracks alongside the outer edge of the disk for U/V/W output.
Commutation Encoder
Commutation encoders operate the same way incremental optical encoders do, tracking position using optical light and a
encoder disk.
The outer part of the encoder disk includes commutation tracks which provide a controller with information on the exact p
motor poles, so that the proper controller input can be supplied to the motor. The commutation tracks of the encoder read
position and instruct the controller as to how to provide efficient and proper current to the motor to cause rotation. Commu
for U/V/W can be in the form of differential output or open-collector (manufacturer dependent).
The rotor turns with the shaft and contains alternating evenly spaced north and south poles around its circumference. The
detects these small shifts in the position N>>S and S>>N. There are many methods of detecting magnetic field changes,
primary types used in encoders are Hall Effect and Magneto resistive. Hall Effect sensors work by detecting a change in v
magnetic deflection of electrons. Magneto resistive sensors detect a change in resistance caused by a magnetic field.
Hall-Effect Sensing
The sensor produces and processes Hall-Effect signals producing a quadrature signal as is common with optical encoder
is generated by measuring magnetic flux distributions across the surface of the chip. The output accuracy is dependent o
placement of the IC with respect to the target magnet. The chip face should be parallel to the magnet so the magnet to se
is consistent across the sensor face.
Magnetic encoders avoid the three vulnerabilities that optical encoders face:
Bearing failures
Magnetic devices designed effectively eliminate the first two failure modes and offer an opportunity to reduce bearing failu
Magnetic encoders do not make errors due to contamination because their sensors detect variations in magnetic fields im
the rotor and oil, dirt and water do not affect these magnetic fields.
Hall-Effect sensors generally have lower cost and are less precise than magnetic resistive sensors. This means that Hall-
sensors, when used in an encoder produce more "jitter", or error in the signal caused by sensor variations.
Linear Encoders
A linear encoder is a sensor, transducer or reading-head linked to a scale that encodes position. The sensor reads the sc
converts position into an analog or digital signal that is transformed into a digital readout. Movement is determined from c
position with time. Both optical and magnetic linear encoder types function using this type of method. However, it is their
properties which make them different.
The light source and lens produce a parallel beam of light which pass through four windows of the scanning reticle. The f
windows are shifted 90 degrees apart. The light then passes through the glass scale and is detected by photosensors. Th
transforms the detected light beam when the scanning unit moves. The detection of the light by the photosensor produce
wave outputs. The linear encoder system then combines the shifted signals to create two sinusoidal outputs which are sy
but 90 degrees out of phase from each other. A reference signal is created when a fifth pattern on the scanning reticle be
aligned with an identical pattern on the scale.
Linear encoders are controlled through the linear motion of the block as it moves along the linear guide rail. The speed at
encoder travels will be the speed at which the block travels. Anaheim Automation's magnetic linear encoders are powered
+5VDC line driver or +10-30VDC push-pull power supply (model dependent).
Anaheim Automation's cost-effective encoder product line is a wise choice for applications requiring feedback control. Ana
Automation's customer for the encoder product line is diverse: industrial companies operating or designing automated ma
involving food processing, labeling, cut-to-length applications, conveyor, material handling, robotics, medical diagnostics,
machinery, and more.
Encoders have become an essential component to applications in many different industries. The following is a partial list
making use of encoders:
Automotive – The automotive industry utilize encoders as sensors of mechanical motion may be applied to control
Consumer Electronics and Office Equipment – In the consumer electronics industry, encoders are widely used o
equipment such as PC-based scanning equipment, printers, and scanners
Industrial – In industrial applications, encoders are used in labeling machines, packaging and machine tooling with
multi-axis motor controllers. Encoders can also be found in CNC machine control
Medical – In the medical industry, encoders are utilized in medical scanners, microscopic or nanoscopic motion con
automated devices and dispensing
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Military - The military also uses encoders in their application of positioning antennae
Scientific Instruments – Scientific equipment implements encoders; for example, in the positioning of an observat
Robotics
Labeling Machines
Medical Equipment
Textiles
Drilling Machines
Motor Feedback
Assembly Machines
Packaging
Printers
Testing Machines
CNC Machines
What type of motion do you intend to measure - rotary or linear? What type of environment will the encoder be used in? O
encoders are more suited for clean environments where they will not be subjected to dust, oil, debris, etc. If your applicat
measuring rotary movement and is located in an environment where these factors will need to be considered, you may be
served using a more rugged magnetic or capacitive encoder. Anaheim Automation's magnetic linear encoder sensors and
resistant dust, debris, and liquids, with the read head sensors being IP67 rated.
There are several important criteria involved in selecting the proper optical rotary encoder:
1. Output
4. Index Channel
5. Cover/Base
Output
The output is dependent on what is required by the application. There are two output forms: incremental and absolute. In
output options include: Single-Ended / Non-Indexed, Single-Ended / Indexed, Differential / Non-Indexed, Differential / Ind
Incremental output forms take form of squarewave outputs. For an application requiring an incremental encoder, the outp
either zero or the supply voltage. The output of an incremental encoder is always a squarewave due to the switching of h
voltage value) and low (zero) signal value. Absolute encoders operate in the same manner as incremental encoders, bu
different output methods. The resolution of an absolute encoder is described in bits. The output of absolute encoders is re
position in a form of a digital word. Instead of a continuous flow of pulses as seen by incremental encoders, absolute enc
a unique word for each position in form of bits. Equivalent to 1,024 pulses per revolution, an absolute encoder is describe
bits (210 = 1024).
Desired Resolution (CPR)
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The resolution of incremental encoders is frequently described in terms of cycles per revolution (CPR). Cycles per revolu
number of output pulses per complete revolution of the encoder disk. For example, an encoder with a resolution of 1,000
there are 1,000 pulses generated per complete revolution of the encoder. Anaheim Automation's optical rotary encoders a
in 2 to 10,000 CPR.
When selecting the proper encoder for any application, the user must also take into account electromagnetic noise and c
Longer cable lengths are more susceptible to noise. It is crucial to use proper cable lengths to ensure the system function
is recommended to use shielded, twisted-pair cables with preferably low capacitance value. The rating for capacitance va
normally in capacitance per foot. The importance of this rating is for well-defined squarewave pulse outputs from the enco
than "jagged" or "saw-toothed" like pulses due to the interference of noise. Differential signals are best for incremental en
have to handle noise or long cable runs (6’+).
Index Channel
The index channel is an optional output channel which provides a once per revolution output pulse. This pulse allows for
keep track of position and establishes a reference point. This output channel is extremely valuable for incremental encod
interruption of power occurs. In instances with a power failure, the last sustained index channel can be used as a referen
a restarting point. Therefore, when such an occurrence takes place, an index channel can prove to be quite valuable in a
utilizing incremental encoders. Absolute encoders do not have an issue with losing track of position in power loss situatio
every position is assigned a unique bit configuration.
Cover and base options are considerations for specific application requirements. Enclosed cover options help protect the
from dust particles. Base options play a significant role in large vibration environments. Such mounting options are transf
which stick directly on the back of the encoder to the mounting surface, molded ears for direct mounting. Anaheim Autom
offers various base options for mounting purposes.
While an encoder with bearings is the most common solution, systems with high levels of shock and vibration, as well as
systems, can be hard on the bearings found in these encoders.
Is space limited?
Because magnetic rotary encoders are typically compact in design, they may be more suited to applications where space
For example, robotics applications typically have a limited amount of space available, but still require precise and reliable
feedback.
One of the most important factors in determining the type of encoder your application requires is the environment in whic
will be used. Optical rotary encoders are highly susceptible to the ingress of dust and debris. Their optical discs can be da
these particles, which can make the encoder less accurate and may even result in the complete failure of the encoder. Ru
designed magnetic encoders do not rely on optical discs, so the ingress of dust, dirt, and oils is less of a concern. For furt
protection, many of our magnetic encoders are available with heavy-duty seals (IP65 and IP66). These encoders are spla
making them an excellent choice for wash down applications.
To determine which magnetic rotary encoder is best suited to your application, establish the following:
Incremental output options include: Single-Ended / Non-Indexed, Single-Ended / Indexed, Differential / Non-Indexed, Diff
Indexed incremental output forms take form of squarewave outputs. For an application requiring an incremental magnetic
encoder, the output signal is either zero or the supply voltage. The output of an incremental encoder is always a squarew
the switching of high (input voltage value) and low (zero) signal value.
Absolute magnetic rotary encoders operate similarly to incremental encoders, but with different output methods. The reso
absolute encoder is expressed in bits, and the output is relative to its given position. Instead of a continuous flow of pulse
incremental encoders, absolute output has a unique signal for each position. An absolute encoder would be 10 bits, rathe
PPR as with an incremental encoder.
Desired Resolution (CPR)
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Anaheim Automation's incremental magnetic rotary encoders are available in resolutions of 20 to 10,000 CPR, and our ab
magnetic rotary encoders are available in resolutions from 8 to 17 Bit/Multi-turn.
Minimize cable lengths to reduce electrical noise. Using proper cable lengths will ensure the system functions correctly. U
shielded, twisted-pair cables with low capacitance value is also recommended.
Index Channel
Our incremental magnetic rotary encoders include an optional index channel, an output channel which provides an outpu
each revolution, which allows the user to track position and establish a reference point. This output channel, in instances
failure, enables the user to reference the last sustained index channel as an indicator for a restarting point.
Each of our series offers a variety of mounting and cover options. Enclosed cover options help protect the encoder from d
Base options play a significant role in large vibration environments. Anaheim Automation also offers various base options
purposes. Browse our complete magnetic rotary encoder line to view options for each series.
Anaheim Automation offers a line of versatile IP67-rated incremental magnetic linear encoders, with sensor and scale com
sold separately. Consider the following when selecting a linear encoder:
The higher the resolution, the greater the accuracy of the sensor reading will be. Our magnetic linear encoder sensors ar
resolutions of 5, 10, 25, or 50µm.
Index
An optional index channel is available, either as an every 5mm pole pitch or a unique reference signal for each pole.
Accessories
Linear encoder accessories such as reference pole markers and wipers are available. The reference pole support shou
used with the unique reference signal index.
The best mounting method depends on the type of encoder being used:
Shaft Encoders
Shaft encoders are mounted to a motor shaft using a centering tool to align the hole of the encoder to the shaft using a fle
coupling. The coupling connects the
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to the motor shaft with
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from shock, vibration, and electrical noise (EMI), as well as compensating for shaft misalignment and ensuring the encod
shift position on the motor shaft.
Hollow-Shaft Encoders
The process of encoder selection and installation is typically simple for hollow-shaft encoders. By matching the sizes of th
shaft and encoder bore hole diameter, users can ensure a perfect fit. Hollow-shaft encoders are mounted directly to the m
without the use of a coupling. They are affixed to the motor face with a flexible tether or torque arm to prevent the encode
turning with the motor shaft. Instead, bearings within the encoder allow the optical disc to rotate with the motor shaft inde
the housing.
Linear Encoders
Linear encoders are used to measure linear movement, as opposed to rotary encoders which measure rotary movement.
The read head, or sensor, is typically mounted to a linear guide block using a bracket. The magnetic scale has an adhesiv
allowing it to be mounted along the rail or track. As the block moves down the track, the sensor uses the magnetic strip to
location.
Refer to the individual spec sheet of the product you are installing for detailed set-up instructions, or contact our applicatio
engineers for direct assistance. Our video tutorials offer step-by-step instructions on installing several examples of Anah
Automation's optical rotary encoders:
The atmosphere in which an encoder is used must be conducive to good general practices of electrical/electronic equipm
operate an optical encoder in the presence of flammable gases, dust, oil, vapor or moisture, as they are susceptible to da
these environmental factors, whereas magnetic or capacitive types are not.
For outdoor use, the encoder must be protected from the elements by an adequate cover, while still providing adequate a
cooling. Moisture may cause an electrical shock hazard and/or induce system breakdown. Due consideration should be g
avoidance of liquids and vapors of any kind. Contact the factory should your application require specific IP ratings. It is w
the encoder in an environment which is free from condensation, dust, electrical noise, vibration and shock.
Additionally, it is preferable to work with encoders in a non-static, protective environment. Exposed circuitry should alway
guarded and/or enclosed to prevent
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applied. Don't plug in or unplug the connectors when power is ON. Wait for at least 5 minutes before doing inspection wo
encoder after turning power OFF, because even after the power is turned off, there will still be some electrical energy rem
internal circuit of the encoder circuitry.
Plan the installation of the encoder in a system design that is free from debris, such as metal debris from cutting, drilling,
welding, or any other foreign material that could come in contact with the circuitry. Failure to prevent debris from entering
can result in damage and/or shock.
Lifetime of an Encoder
The lifetime of an encoder is dependent on various factors such as encoder type, environmental exposure and applicatio
limiting the exposure of the encoder to electrical equipment, temperatures above recommended values, condensation, an
and shock, and using the encoder as directed by the manufacturer can extend the lifetime of an encoder.
Encoder Accessories
Along with the encoder line, Anaheim Automation carries a comprehensive line of single-ended and differential encoder c
four, six, and eight leads, cable lengths up to 16 feet, programming cables for capacitive encoders, encoder centering too
reference pole markers and wipers for our linear magnetic encoders. Additionally, Anaheim Automation offers an extende
stepper, brushless, and servo motors.
Advantages Disadvantages
Troubleshooting
PLEASE NOTE: Technical assistance regarding its Encoder line, as well as all the products manufactured or distributed b
Automation, is available at no charge. This assistance is offered to help the customer in choosing Anaheim Automation p
specific application. However, any selection, quotation, or application suggestion for an Encoder, or any other product, off
Anaheim Automation's staff, its representatives or distributors, are only to assist the customer. In all cases, determination
the custom Encoder in a specific system design is solely the customers' responsibility. While every effort is made to offer
regarding the Encoder product line, as well as other motion control products, and to produce technical data and illustratio
accurately, such advice and documents are for reference only, and subject to change without notice.
Problem: No output
Solution: No output may be a result of various factors. Steps can be taken to ensure the proper functionality of the encod
mechanical movement results in any signal being output from the encoder. To correct this issue, observe if the encoder is
Verify all wring between the encoder and the driver/controller is correct and the appropriate voltage supply is used. Havin
connections or improper voltage supply may not allow the encoder to function properly. Finally, ensure the correct signal t
open collector, pull-up, line driver or push-pull) is being used for your application. If the problem persists, swap encoders,
to determine if the encoder is the issue.
Solution: The index pulse, or reference marker, is a once per revolution output of an encoder and is best found using an
Verify all the wiring between the encoder and the driver/controller is correct and the appropriate voltage supply is used. If
solve the issue, try lowering the RPM of the motor, as the driver/controller may not be able to identify the index pulse at v
values.
Solution: If the count output indicates an incorrect direction then check for the wire configuration. See if any wires are re
they are reversed, simply swap wires.
NOTE: If your application is using index, reversing the wire configuration causes the reference alignment to also change.
make the appropriate changes to your application.
Solution: When encoders are exposed in open environments, dust and debris particles may accumulate around the shaf
clean the exposed area and ensure that there are not objects obstructing the encoder from rotating.
Solution: To improve the noise immunity of encoders it is strongly advised that no other electrical equipment be nearby o
fair distance. Encoder cables should also be shielded and proper wires should be grounded to minimize electrical noise.
Solution: Distorted or incorrect output can be caused by any combination of loose wiring connections, encoder output no
with driver/controller, electrical noise or improper alignment. Check for wire connections, compatibility issues with the enc
driver/controller, alignment of the encoder and the shaft to solve this issue.
Glossary
Absolute Encoder:
provides the shaft position in a bit configuration and is able to maintain or provide absolute position even after insta
power loss/failure.
Accuracy:
difference in distance between the theoretical and the actual position.
Cycles Per Revolution (CPR):
Cycles per revolution are the
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Encoder:
is a sensor of mechanical motion that generates digital signals in response to motion.
Incremental Encoder:
device that provides a train of pulses due in response to mechanical motion. The output of this encoder is in form of
squarewave.
Index:
a separate output channel which provides a single pulse per shaft revolution. It can be used to establish a reference
for a starting position.
Interpolation:
is the method of increasing the resolution of an encoder. This method allows for the encoder to produce a higher re
output without increasing the overall size of the disk and encoder.
Line Driver:
is a sourcing output. This means that when in ‘ON' state the line driver will supply VCC and in the ‘OFF' state the dr
A sinking input is required for line driver applications.
Open Collector:
is a sinking output. In the ‘OFF' state, an open collector will be grounded and in the ‘ON' state, the open collector w
sourcing input is required for open collector applications.
Push-pull:
is a combination between a line driver and an open collector. In the ‘OFF' state it will be grounded and in the on ‘ON
supply VCC.
Quadrature Encoder:
two output channels which are out of phase by 90 electrical degrees. From the phase difference, the direction of rot
also be determined.
Resolution:
number of line increments on a disk. Resolution for incremental encoders is often referred to as cycles per resolutio
absolute encoders it is in terms of bits.
Squarewave:
a repetitive waveform corresponding to high and low signals.
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