Here’s a simple way remember how to wire up a 3-wire DC PNP or NPN sensor:
PNP = Switched Positive
NPN = Switched Negative
“Switched” refers to which side of the controlled load (relay, small indicator, PLC input) is being switched electrically. Either the load is connected to Negative and the Positive is switched (PNP), or the load is connected to Positive and the Negative is switched (NPN). These diagrams illustrate the differences between the two connections.
In many industries, especially in Packaging, the need to minimize capital equipment costs drives engineers to implement low-cost, manual methods of size change (also called format change) on their machinery. In most cases, this means hand-driven cranks with mechanical dial pointers and/or mechanical revolution counters.
While cost is saved on the procurement side, cost is also shifted over to the operational side. Plant management is left with the task of keeping accurate records of various machine set-ups needed to run different products, as well as the task of training machine operators to perform all machine set-ups correctly. It doesn’t always go as smoothly as expected, and machine reformatting can result in longer downtime than planned, machine stoppages, and possibly excessive scrap.
The key to size-change improvement is capturing the linear movements of the machine components and bringing them into the control system, and then providing “smart” visual feedback to the machine operator during setup. For capturing machine position, a robust and cost-effective magnetic linear encoder is ideal. However, traditional linear encoders deliver an A-B quadrature incremental signal, which requires re-homing upon start-up or after a power loss. What’s needed is an absolute encoder signal, but that brings other challenges such as the cost and complexity of implementing an absolute signal like SSI (Synchronous Serial Interface).
Fortunately, there’s a new encoder interface option that eliminates the problem of non-absolute feedback and the hassle of absolute position signal interface: IO-Link. IO-Link is a multi-vendor, non-proprietary, device-level serial digital interface that can be aggregated onto today’s Ethernet industrial networks. Magnetic linear encoders are now available that feature absolute position indication combined with the ease and convenience of the IO-Link communication protocol.
Now we just need to provide visual feedback to the machine operator regarding which direction and how far to turn the hand cranks. Once again, IO-Link provides the answer in the form of an IO-Link-enabled, fully programmable multi-segment LED stack light. When a new machine set up is required, the position parameters are stored in the controller. The controller communicates over IO-Link to the LED stack lights, indicating to the operator which dials need to be turned and in which direction. For example, a horizontally mounted stack light could be lit red on the right half, indicating that the dial needs to be turned to the right. As the position moves closer to the proper setting, the red segments count down until the entire stack light goes green, indicating that the correct position for that axis has been reached. No paper records to maintain and store, and very little training required with the intuitive operator visualization.
For more information about IO-Link linear encoders click here, and to learn more about IO-Link programmable LED stack lights visit www.balluff.com.
The standard for hydraulic fluid in the industry is mineral oil, which is a dielectric medium that does not conduct electricity. Yet environmental concerns have led to the search for alternatives that are less harmful in case of leaks and spills. One development is biodegradable oils, typically with biological origins, often called “bio-oils” for short. They behave in many ways like mineral oil with a key difference in that they can be electrically conductive.
Another alternative hydraulic fluid is water-glycol mixtures, commonly known as the anti-freeze found in your liquid-cooled automobile engine. Water-glycol solutions are used for several reasons, including environmental concerns but more often conditions of extreme heat or extreme cold. They have much lower viscosity than oil, and there are several fluid power application considerations as a result, but water-glycol mixtures, like bio-oils, are electrically conductive.
So, when it comes to cylinder position sensing, why should we care whether or not the hydraulic fluid is electrically conductive? Well, because it could come back to bite us if we put an incompatible position sensing technology into a cylinder that is filled with a conductive fluid.
I recently met an engineer who’d run into this exact situation. A hydraulic cylinder was ordered from the manufacturer with an “integrated position feedback sensor.” The feedback sensor turned out to be a resistive potentiometric type, in other words, a linear potentiometer or “pot.” The entire length of the resistive material is “wetted” inside the cylinder, along with the traveling “wiper” that moves with the piston. In typical applications with non-conductive, mineral-based hydraulic fluid, this works fine (although linear pots do tend to be somewhat fragile and do wear out over time). However, when the resistive material and wiper is wetted in a conductive liquid, all kinds of wrong start happening. The signal becomes very erratic, unstable, and lacks resolution and repeatability. This is because the fluid is basically short-circuiting the operation of the open-element linear potentiometer.
This caused quite a headache for the engineer’s customer and subsequently for the engineer. Fortunately, a replacement cylinder was ordered, this time with a non-contact magnetostrictive linear position sensor. The magnetostrictive sensor is supplied with a pressure-rated, protective stainless steel tube that isolates the electrical sensing element from the hydraulic medium. The position marker is a magnet instead of a wiper, which the sensor can detect through the walls of the stainless steel pressure tube. So, a magnetostrictive sensor is absolutely unaffected by the electrical properties of the hydraulic medium.
A magnetostrictive linear position sensor carries a lot of performance and application advantages over linear pots that make them a superior technology in most applications, but when it comes to conductive hydraulic fluids they are definitely the preferred choice.
In linear motion applications, it is often desirable to eliminate the need to make a homing run to re-acquire the reference position for an incremental linear encoder. The homing routine may need to be eliminated to save processing time, or it may not be practical…for example, if the machine can’t be moved following a loss of power due to some mechanical consideration. Additionally, to reduce costs and simplify system design, it would also be helpful to eliminate the need for home and limit switches.
Absolute linear encoders offer an upgrade path, however they also require changes on the controller side to more costly and difficult-to-implement serial interfaces like Biss C, EnDat®, SSI, and others. These obstacles have limited the use of absolute encoders in the majority of linear motion applications.
Recently, an innovative encoder interface called Absolute Quadrature brings absolute encoder functionality to systems with controllers designed to accept a simple and commonly used A-B quadrature incremental interface.
This demonstration video from In-Position Technologies highlights the functionality and advantages of upgrading incremental positioning systems with an Absolute Quadrature encoder.
To learn more about our Absolute Quadrature encoder, visit www.balluff.com.
The classic linear position feedback solution for hydraulic cylinders is the rod-style magnetostrictive sensor installed from the back end of the cylinder. The cylinder rod is gun-drilled to accept the length of the sensor probe, and a target magnet is installed on the face of the piston. A hydraulic port on the end cap provides installation access to thread-in the pressure-rated sensor tube. This type of installation carries several advantages but also some potential disadvantages depending on the application.
Advantages of in-cylinder sensor mounting include:
Simplicity. The cylinder manufacturer “preps” the cylinder for the sensor and may install it as an extra-cost option.
Ruggedness. The sensor element is protected inside the cylinder. Only the electronics head is exposed to the rigors of the industrial environment.
Compactness. The sensor is contained inside the cylinder, so it does not add to the cross-sectional area occupied by the cylinder.
Direct Position Measurement. Because the target magnet is mounted on the piston, the sensor is directly monitoring the motion of the cylinder without any interposing linkages that might introduce some position error, especially in highly dynamic, high-acceleration / deceleration applications.
Potential disadvantages of in-cylinder sensor mounting may include:
Sensor Cost. Cylinder-mounted position sensors require a rugged, fully-sealed stainless-steel sensor probe to withstand the dynamic pressures inside a cylinder. This adds some manufacturing cost.
Cylinder Cost. The procedure of gun-drilling a cylinder rod consumes machine time and depletes tooling, adding manufacturing cost over a standard cylinder. Refer to additional comments under Small Cylinder Bores / Rods below.
Cylinder Delivery Time. Prepping a new cylinder for a sensor adds manufacturing time due to additional processing steps, some of which may be outsourced by the cylinder manufacturer, increasing overall shipping and handling time.
Overall Installed Length. Because the sensor electronics and cabling protrude from the back end of the cylinder, this adds to the overall length of the installed cylinder. Refer to additional comments under Small Cylinder Bores / Rods below.
Service Access. In case sensor repair is required, there must be sufficient clearance or access behind the cylinder to pull out the full length of the sensor probe.
Small Cylinder Bores / Rods. Some cylinder bores and rod diameters are too small to allow for gun-drilling a hole large enough to install the ~10.2 mm diameter sensor tube and allow for proper fluid flow around it. In tie rod cylinders, the distance between the rod nuts may be too small to allow the flange of the position sensor to fully seat against the O-ring. In these cases, a mounting boss must be provided to move the mounting position back past the tie rods. This adds cost as well as increases overall installed length.
In cases where the advantages of in-cylinder mounting are outweighed or rendered impractical by some of the disadvantages, an externally-mounted position sensor can be considered. The list of advantages and disadvantages looks similar, but reversed.
Advantages of external sensor mounting include:
Sensor Cost. Externally-mounted magnetostrictive position sensors are typically made from an aluminum extrusion and die-cast end caps with gaskets, saving cost compared to all-stainless-steel welded and pressure-rated construction.
Cylinder Cost. The cylinder can be a standard type with no special machining work needed to accommodate installation of the sensor.
Cylinder Delivery Time. Since no additional machine work is needed, the cylinder manufacturer can deliver within their standard lead time for standard cylinders.
Overall Installed Length. Typically, the external sensor is mounted in parallel to the cylinder, so overall length is not increased.
Service Access. The externally-mounted sensor is easily accessible for service by simply unbolting its mounting brackets and pulling it off the equipment.
Disadvantages of external sensor mounting may include:
Complexity. The machine designer or end user must provide the means to mount the sensor brackets and the means to position a floating magnet target over the sensor housing. Alternatively, a captive sliding magnet target may be used with a length of operating rod and swivel attachment hardware.
Exposure to Damage. Unless guarded or installed in a protected area, an externally mounted position sensor is subject to being mechanically damaged.
Space Requirements. There must be enough empty space around the cylinder or on the machine to accommodate the sensor housing and operating envelope of the moving magnetic target.
Indirect Position Measurement. Any time a floating target magnet is mounted to a bracket, there is the potential for position error due to the bracket getting bent, flexing under acceleration / deceleration, mounting bolts loosening, etc. In the case of operating rods for captive sliding magnets, there will be some mechanical take-up in the swivel joints upon change of direction, adding to position hysteresis. There is also the potential for rod flexing under heavy acceleration / deceleration – particularly when the rod is acting under compression vs. tension. Take note of the amount of sliding friction of the captive magnet on the sensor rails; some sensor magnet designs offer high friction and stiff resistance to movement that can increase operating rod deflection and resultant position error.
In conclusion, be sure to consider all aspects of an application requiring cylinder position feedback and choose the approach that maximizes the most important advantages and eliminates or minimizes any potential disadvantages. It may be that an externally-mounted position sensor will solve some of the challenges being faced with implementing a traditional in-cylinder application.
For more information about internally- and externally-mounted cylinder position sensors, visit www.balluff.com.
An ever-present challenge in hot rolling operations is to ensure that the material being produced conforms to required dimensional specifications. Rather than contact-based measurement, it is preferred to measure the material optically from a standoff position.
In some instances, this has been accomplished using two ganged analog optical lasers, each detecting opposite sides of the material being measured. Through mathematical subtraction, the difference representing thickness could be determined. One difficulty of the approach is the need to put a sensor both above and below the material under inspection. The sensor mounted below could be subjected to falling dirt and debris. Further, only a single point on the surface could be measured.
A new approach uses a scanning laser to create a band of light that is used to directly measure the thickness of the material. An analog or digital IO-Link signal represents the measured thickness to a resolution of 0.01mm with a repeat accuracy between 10μm to 40μm depending on distance between emitter and receiver. What’s more, the measurement can be taken even on red-hot metals. The illustration above shows a flat slab but the concept works equally well or better on products with a round profile.
Linear encoders can do a lot to improve factory automation. When used as secondary feedback they can greatly enhance the precision of motion control systems. They can act as a feedback device for automatic size change, and they can be used in gauging applications.
However, they can be troublesome to maintain. Most linear encoders are made from a glass strip or rod that is etched with index marks and read optically. These kinds of encoders can achieve very high accuracy…with high price points to match. However, a consistent problem in many factory automation environments is the mechanical fragility of the glass scale encoder. They can be easily broken by shock, vibration, or impact. The presence of dirt and liquids can also interfere with proper operation. Repair costs can become a problem, not to mention the cost of carrying the spare parts needed to cope with long lead times for replacements.
Depending on the resolution and accuracy class required, one alternative to these issues is the magnetic linear encoder. Today’s magnetic encoders can achieve resolution to 1 μm and accuracy to ±5 μm. Rather than index marks on glass, the scale consists of magnetic poles precisely located on a ferromagnetic strip of tape. A magnetic read head glides over the tape and outputs digital position signals. The magnetic system is much more tolerant of shock and vibration, and can tolerate most kinds of liquids and dirt. The main caveat is ferrous particles or chips; these can accumulate on the magnetic strip and cause position deviations.
Most magnetic linear encoders offer incremental signals, but a new option is absolute position over an SSI or BiSS-C serial interface. This allows the encoder to report position upon power-up, without the need for a time-wasting homing or reference run. This can be helpful in situations like a power outage, where it may not be possible to re-home the machine without damaging work in process and/or breaking tooling.
Most industrial processes do not take place in a climate-controlled laboratory or clean room environment. Real-world industrial activity generates or takes place under harsh conditions that can damage or shorten the life expectancy of equipment, especially electronic sensors.
A cross-section of industrial users was surveyed about operating conditions in their facilities. The responses revealed that plant operators are challenged by a variety of difficult environmental factors, the biggest being heat, dust/dirt/water contamination, vibration, and extreme temperature swings.
Over one-third of the industrial users surveyed reported that premature sensor failure is a problem in their operations. That is a surprisingly high percentage and something that needs to be addressed to restore lost productivity and maintain long-term competitiveness.
Many heavy industries are dependent on automated hydraulic cylinders to move and control large loads precisely. The cylinder position sensors are often subjected to damaging environmental conditions that shorten their life expectancy, leading to premature failure.
When looking at a data sheet for an inductive proximity sensor, there are usually several different specifications listed with regard to the switching distance (or operating distance). Which of these various specifications really matter to someone trying to use a prox sensor in a real-world application? How can a specifier or user decide which sensor is going to work best in their situation?
Fortunately, there is an international standard that defines sensor switching distances and spells out test methods to assure that sensor specifications from product to product and even manufacturer to manufacturer can be directly compared “apples to apples.”
This standard is IEC 60947-5-2Low voltage switchgear and controlgear – Part 5-2: Control circuit devices and switching elements – Proximity switches.
Operating (switching) distance s
In the diagram shown here, the letter “s” refers to a given sensor specimen’s actual switching distance when tested. It is defined as the distance (between the standard target and the sensing face of the proximity switch) at which a signal change is generated. For a normally open sensor, the target approaches the sensor axially, that is, the sensor approaches the active surface from the front (not the side). There are several subscripts used to describe different aspects of a sensor’s switching behavior.
Rated operating distance sn
… is the nominal switching distance of the sensor. It is simply used as a standard reference value. The rated operating distance is the best figure to use when comparing different sensor models to get an idea of their essential sensing distance capabilities.
Effective operating distance sr
…is the range of actual switching distances that any given proximity sensor will fall into when measured under specified conditions of mounting, temperature, and supply voltage. For well-designed and manufactured sensors, the sensor will be triggered between 90% and 110% of the rated operating distance. For example, various samples of a proximity sensor model with a rated operating distance (sn) of 8mm may deliver switch-on points anywhere between 7.2mm and 8.8mm.
Usable operating distance su
…takes into account the effects of the sensor’s full ambient temperature range (low to high) and variation of the supply voltage from 85% to 110% of the nominal voltage rating. The IEC standard requires the usable operating distance (su) to be between 90% and 110% of the effective operating distance (sr). For our example of a sensor with a rated operating distance (sn) of 8mm, the usable operating distance would fall between 6.5mm and 8.8mm. Pop quiz: why is the max of usable operating distance not 9.7mm (sr of 8.8mm * 110%)? Answer: the usable operating distance can always be less than but can never be greater than the maximum effective operating distance.
Assured operating distance sa
This is the distance of the target to the sensor where the sensor can be guaranteed to have turned on. If a target approaches within the assured operating distance, you can be confident that the sensor will detect it. It is 90% of sr which is in turn 90% of sn, which is in effect 81% of sn. Going back to our example of a sensor with a rated operating distance (sn) of 8mm, sa would be 81% * 8mm = 6.5mm. So in essence, sa = su(min).
Differential travel H
Now when the target recedes, at what distance will the sensor switch off? All good-quality sensors have a built-in property called hysteresis, which means that the sensor will turn off when the target is further away from the sensor than the point where it turns on. This is necessary to prevent chattering and instability when the target approaches the sensor. We want the sensor to turn on and stay on, even if the target might be vibrating as it crosses the threshold of detection. For most sensors, it is defined as ≤ 20% of the effective operating distance sr. The differential travel is added to the value of sr to define the switch-off point.
In practice, for any group of sensors, the minimum value of H would be zero and the maximum value would be sr(max) + 20% of sr(max). For our example of a sensor with a rated operating distance (sn) of 8mm, 7.2mm ≤ sr ≤ 8.8mm. So, the range of switch-off points would be 7.2mm ≤ sr+H ≤ 10.6mm. It might sound like a large range, but for any given sensor specimen the switch-off point is never greater than 20% of that particular sensor’s switch-on point.
The good news is that you don’t have to conduct sensor tests yourself or go through all of these calculations manually to determine a sensor’s performance envelope. The sensor manufacturer provides all of these useful figures pre-calculated for you in the sensor data sheet.
Learn more about the basics of the most popular automation sensor here.
Tabletop automation is a trend that is gaining momentum, especially in the fields of medical laboratory automation and 3D printing. Both of these applications demand a level of linear positioning accuracy and speed that might suggest a servomotor as a solution, but market-driven cost constraints put most servos out of financial consideration. New advances in stepper motor design, including higher torque, higher power ratings, and the availability of closed-loop operation via integrated motor encoder feedback are enabling steppers to expand their application envelope to include many tasks that formerly demanded a servo system.
Meeting the Demand for Even More Accurate, More Reliable Positioning
As tabletop automation development progresses, performance demands are increasing to the point that stepper systems may struggle to meet requirements. Fortunately, the addition of an external linear encoder for direct position feedback can enhance a stepper system to enable the expected level of reliable accuracy. An external linear encoder puts drive-mechanism non-linearity inside the control loop, meaning any deviations caused by drive component inaccuracy are automatically corrected and compensated by the overall closed-loop positioning system. In addition, the external linear encoder provides another level of assurance that the driven element has actually moved to the position indicated by the number of stepper pulses and/or the movement reported by the motor encoder. This prevents position errors due to stepper motor stalling, lost counts on the motor encoder, someone manually moving the mechanism against motor torque, or drive mechanism malfunction, i.e. broken drive belt or sheared/skipped gearing.
Incremental, Absolute, or Hybrid Encoder Signals
The position signals from the external encoder are typically incremental, meaning a digital quadrature square wave train of pulses that are counted by the controller. To find a position, the system must be “homed” to a reference position and then moved the required number of counts to reach the command position. The next move requires starting with the position at the last move and computing the differential move to the next command position. Absolute position signals, typically SSI (synchronous serial interface) provide a unique data value for each position. This position is available upon power-up…no homing movement is required and there is no need for a pulse counter. A recent innovation is the hybrid encoder, where the encoder reads absolute position from the scale, but outputs a quadrature incremental pulse train in response to position moves. The hybrid encoder (sometimes referred to as “absolute quadrature”) can be programmed to deliver a continuous burst of pulses corresponding to absolute position at power up, upon request from the controller, or both.
For more information about magnetic linear encoder systems, visit www.balluff.us.