Choosing the Best Position Sensor: Does Yours Measure Up?

Reliable electronic measurement is something that is always needed in industrial automation. Production interruptions and unexpected downtime will cripple even the best manufacturers if they do not have the appropriate measurement technology in place.

Whether it’s monitoring the position of a hydraulic jack or determining the proper position of a flood gate on a dam, be sure to choose the best option for precision, accuracy, and most importantly, reliability.

Strings Holding Down Production 

String potentiometers, also known as string pots, yo-yo sensors, cable-extension transducers, and a few other names, have been used for electronic measurement for the last 40 years.

These devices use braided steel wires (“strings”) wrapped around spools and require the release of the coiled string.

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In an industrial assembly application, a typical scenario might involve wire being integrated into a manufacturing platform that moves from one assembly station to the next. As the string pot’s spool extends or retracts, position is measured by a rotational sensor/potentiometer that rests outside the spool and will trigger based on the position of the metal wire.

While string pots are often used in many sectors (heavy industry, crude oil processing, waste water treatment, etc.), they come with potential issues that make then unsuitable for others:

  • The wire will eventually jam from rust, mechanical glitches, or other environmental factors
  • The springs in the reel often fail over time
  • The high contact nature of the devices causes friction among the components, which leads to excessive wear and failure after a few thousand rotations

Combined, these things lead to expensive downtime/loss of production and costly repairs. A measurement system should not be a consumable item or an item with an expected but unpredictable maintenance interval. A measurement system should be designed with longevity and reliability in mind.

Right Solution for Your Industry

The assembly industry is not the only one that benefits from highly accurate position measurement. Whether it’s metallurgy, plastics and rubber, energy, or woodwork —­  the advanced, versatile, and resilient technology is required to thrive in high speed and demanding applications.

Fortunately, magnetostrictive linear transducers were developed to provide the kind of reliable position measurement that industry demands.

Instead of a trouble-prone mechanism, magnetostrictive non-contact linear transducers work with a movable free-floating or captive magnet that rides the length of a sensing rod as it follows the target object.

During operation, a very short-duration pulse is generated along the sensing element. This is known as the waveguide. The resulting magnetic field interacts with the magnetic field of the position magnet and generates a mechanical force on the sensing element. This force ripples along the waveguide at a faster-than-sound velocity that is detected by the sensor electronics, and is converted into an electrical pulse.

Using a very accurate high-speed clock, the time interval between the initial current pulse and return pulse is measured and converted into an absolute position value.

The end result is constant, precise, accurate, and smooth position measurement.

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As an example: A high speed punch press requires position monitoring down to the millisecond. The punch press is designed to move very quickly back and forth in rows, punching holes in precise locations. When one row is finished, the unit moves forward and does the next. As the punch continues back and forth and up the rows, the sensor follows the position of the press, transmitting position feedback to the control system. This ensures the press stays on the appropriate track and punches where it should.

A contact device would not be suitable for this kind of operation, as the amount of friction caused from the speed and repetition would wear the sensor down too quickly and cause failure.

Fortunately, magnetostrictive linear sensors are widely available, come in a variety of form factors, and are truly non-contact, with some “floating” versions riding as much as 15mm off the surface of the transducer body. No contact means no wire binding issues and the lack of contact also means a lack of impact damage, which will help the sensor survive longer than a string potentiometer.

A measuring distance from 1 to 300 inches, offers short and long range capabilities.

Moreover, compared to string pots, magnetostrictive linear sensors, require fewer components. This means fewer parts to replace and maintain, which results in a reduction in overall equipment and maintenance costs.

Adaptable to nearly any industrial control system, these sensors are available in common analog (0….10V or 4….20 mA), as well as a variety of digital interfaces. This includes digital start/stop, synchronous serial interface, as well as network interfaces (IO-Link, Ethernet/IP, Profinet).

Tying it All Together

Though both string pots and magnetostrictive linear transducers are employed for electronic measurement, selecting the one that is best for your application will maximize manufacturing efficiency, increase machine uptime, and cut costs. All while ensuring your process keeps running smoothly and your customers get the parts and products they need on time.

Where Discrete Position Sensing Belongs in the Manufacturing Process

Unlike continuous position sensors which provide near real-time position feedback throughout the stroke of the cylinder, discrete position sensors are equipped with a switching functionality at one or more designated positions along the cylinder’s stroke. Typically, these positions are set to detect fully retracted and extended positions but one can also be used to detect mid-stroke position.

To determine which is right for you requires a review of your application and a determination of how precisely the movement of the cylinder needs to be controlled. Some hydraulic cylinder applications require no position sensing at all. These applications simply use the cylinder to move a load, and position control is either done manually or by some other external switch or stop. Moving up a step, many applications require only that the beginning and end of the cylinder stroke be detected so that the cylinder can be commanded to reverse direction. These applications are ideal for discrete position sensing.

Several types of sensors are used for discrete position detection, but one of the most common is high-pressure inductive proximity sensors, which are installed into the end caps of the cylinder. The sensors detect the piston as it reaches the end of the cylinder stroke in either direction.

These sensors are designed to withstand the full pressure of the hydraulic system. Inductive sensors are extremely reliable because they operate without any form of mechanical contact and are completely unaffected by changes in oil temperature or viscosity.

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High-pressure inductive sensors installed in hydraulic cylinder

Discrete position sensors are used in applications such as hydraulic clamps, detection of open/closed position in welding operations, and in hydraulic compactors and balers for compacting materials until end of cylinder stroke is reached, at which point the cylinder retracts.

Additionally, it is quite common for pneumatically-actuated clamps and grippers to use discrete sensors to indicate fully extended and fully retracted positions, and in many cases, in-between positions as well. There are even applications where multiple discrete sensors are used in grippers for gauging and sizing work pieces.

By far, the most common method of providing discrete position in an air cylinder is to use externally-mounted switches that react to a magnet installed around the circumference of the piston. These magnetically-actuated switches can sense the field of a magnet embedded in the cylinder’s piston through the aluminum body of the cylinder.

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Magnetically actuated sensor installed into cylinder C-slot

There are several different operating principles used in these magnetically-actuated switches, ranging from simple, low-cost reed switches and Hall-effect switches to significantly more reliable sensors that use magnetoresistive technology. One of the big advantages of magnetoresistive sensors is that they will reliably detect both radial and axial magnetic fields, making them ideal replacements for reed or Hall-effect switches.

Check out our previous blog to learn more about continuous position sensors.

Open- vs. Closed-loop Control

Several previous articles here on SENSORTECH have mentioned closed-loop control (Servo-Hydraulic Showcase, Linear Feedback Sensor Applications: The Three M’s). But exactly what does “closed-loop control” mean? How does it compare to open-loop control? I recently ran across an article in Control Engineering magazine that does an outstanding job of answering those questions.

Click over and have a look at this excellent article.

Light it Up! Industrial Stack Lights are old news…

I am seriously excited about the new Smart Light.  It will revolutionize how we automate and interface with people working in the manufacturing environment.  If you didnt watch this video… you need to watch this video.

Even if you don’t know what a stack light is, you will want one of these for your discotec to light it up!

Operating on the open communication protocol IO-Link that I have discussed in previous posts, I think this single part number will improve the factory for:

  • an operator wanting to know when to refill a feederbowl, position a part, or empty a full output bin
  • a maintenance guy needing to know what cell is causing the machine downtime
  • a plant manager wanting to know the machine output, speed, productivity

If you want more information on how this works visit the Smart Light webpage.

3 Steps to Choosing the Right In-Cylinder Position Sensor

I recently ran across an interesting article that explored some of the factors involved in selecting hydraulic cylinders.  The article, entitled “3 Steps to Choosing the Right Hydraulic Cylinder” was very informative and helpful.  But what if you need a “smart cylinder”, i.e. a cylinder that can provide absolute position feedback?  Just as it’s important to select the proper cylinder to match the mechanical requirements of your application, it’s also important to select the right sensor to meet the electrical requirements.

So, to that end, I’d like to piggyback on the cylinder selection article with this one, which will look at 3 steps to choosing the right in-cylinder position sensor.  In particular, I’ll be talking about rod-type magnetostrictive linear position sensors that are designed to be installed into industrial hydraulic cylinders to provide absolute position feedback.

Before we get to step 1, let’s talk about the cylinder itself.  So-called smart cylinders are typically prepped by the cylinder manufacturer to accept a magnetostrictive position transducer.  Prepping consists of gun drilling the cylinder rod, machining a port on the endcap, and installing a magnet on the face of the piston.  For more information about smart cylinders, consult with your cylinder supplier.

Step 1 – Choose the Required Stroke Length

The stroke length of the position sensor usually matches the stroke length of the cylinder.  When specifying a position sensor, you usually call out the working electrical stroke.  Although the overall physical length of the sensor is going to be longer than the working electrical stroke, this is usually not a concern because the cylinder manufacturer accounts for this added length when prepping the cylinder.

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A 3-Step Plan to Improve Your Design of Pneumatic Systems

I’ve been talking pneumatic systems (valves, cylinders, actuators, etc.) recently with my customers and I’m finding among these engineers some common pains coming out of the system design.  It seems that many people are researching networked valve islands with I/O built-in.  These seem to be a great way to consolidate lots of I/O into one IP address, but there are some new issues cropping up similar to the above photo:

  • When assembling these at a machine builder the routing of cables with piping is more cumbersome  with cables hanging off the valves, larger cable tray installations  and large amounts of piping all running to the same spot.
  • For machine builders, with all of the valves centralized in one place, the pneumatic lines have to be longer.  This causes many issues such as slower responsiveness due to air volume, air inertia, and lower air quality.
  • When trying to perform maintenance at an end-user, it becomes a nightmare to troubleshoot with a cluster of cables and pipes.  The zip-tied and clean runs installed by the machine builder are cut, tangled and re-routed as the machine ages and becomes more difficult to troubleshoot.
  • Also at end users, if the manifold needs to be expanded, updated, retrofitted with new valves or I/O, there are big hurdles to jump when doing this: re-piping the valve due to mounting position shifting or even having to edit and repair code in the PLC to adapt to new bitmaps generated by the new valve manifold configuration.
  • When closing the loop with magnetic field sensors mounted on the cylinders, typically reed switches are used which are prone to failure.  In addition, these switches typically have two sensors & cables per actuator to give extend or retract position, these cables cause larger cable trays and long cable runs back to the centralized manifold and I/O.

Continue reading “A 3-Step Plan to Improve Your Design of Pneumatic Systems”

Intelligent Interfaces and IO-Link Innovation

I recently had the opportunity to attend Hannover Fair in Germany and was blown away by the experience… buildings upon buildings of automation companies doing amazing things and helping us build our products faster, smarter and cheaper.  One shining topic for me at the fair was the continued growth of new products being developed with IO-Link communications in them.

All in all, the growth of IO-Link products is being driven by the need of customers to know more about their facility, their process and their production.  IO-Link devices are intelligent and utilize a master device to communicate their specific information over an industrial network back to the controller.  To learn more about IO-Link, read my previous entry, 5 Things You Need to Know about IO-Link.

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If I had a Hammer…

Let’s start with a question:  Could a pair of slip-joint pliers be used to drive a nail into a 2 x 4?  Sure it could.  It requires persistence, and there’s often a great deal of profanity involved, but it can be done.  Don’t ask me how I know this.  The pliers get the job done,  but quite obviously, they’re not the right tool for the job.

But this isn’t a DIY carpentry blog, it’s a blog about industrial sensors.  So what does any of this have to do with industrial sensors?  Just as it’s important to select the right tool to pound a nail into a piece of wood, it’s also important to choose the right sensor when faced with a sensing task.

For example, let’s say you have an application that requires a position sensor that is going to be subjected to regular, high-pressure wash down.  Could you use a standard, IP67-rated sensor?  Sure you could, it would work just fine…For a while.  And then the profanity would begin again.  Fortunately, there are purpose-built sensors designed for just such applications.  Or, let’s say you use sensors as part of a welding process, and the weld slag build-up is murdering your sensors.  Rather than trying to drive nails with pliers, why not select a hammer right from the start?  The right tool for the job.

Continue reading “If I had a Hammer…”

You can be doing MORE with Your Sensors!

Recently Hank Hogan published an article in Control Design titled “Sensor, Diagnose Thyself.”  (To be honest, I really wanted to steal his title for my blog entry.)   I think Hank did a great job dissecting the key benefits of smart sensors and the amazing things you can do with them.  Utilizing the technology IO-Link (that we have discussed in many past Blog Entries), sensors can communicate more with the controller and provide more data than ever before.

Some of the key points that I really thought are useful to maintenance and engineers at end-user facilities or machine builders:

  • Being able to detect and notify about pending failures; for example a photoeye’s lens is dirty and needs to be cleaned.
  • A failed sensor needs to be swapped out quickly; IO-Link allows for the smart sensors settings to be cloned and the swap to be executed super fast.
  • Configure a sensor before installation; program with your laptop: sample rate, response time, measurement settings, on/off switch points, anything!
  • One platform can be used for many sensor types;  this gives familiarity to a single interface while using multiple sensor types and technologies.
  • In the future sensors in a wireless cloud would self-heal;  this is an amazing concept and if we can figure out the price for radios and batteries to make it cost-effective, I think this could be a game changer someday.

But all that being said, it really comes down to the total cost of ownership doing it the standard sensor way versus the smart sensor way.  I think you will pay more upfront in capital but down the line there will be less cost in maintenance and downtime.

To learn more about about IO-Link visit www.balluff.us

The True Cost of Low-Cost

As previously discussed, the world of linear position sensors is pretty diverse. There are many types of linear sensors available in many different form factors, employing many different technologies, and coming in at many different price points.  For the sake of discussion, let’s imagine you’re shopping for a linear position sensor, and you’ve decidedon a form factor.  You’ve settled on a position sensor that will be externally mounted on your machine.  And you don’t really care much about the “under the hood” technology; you just care that the sensor does what it’s supposed to do when it’s installed.  Now, let’s further assume that you find a couple of different sensors that you think will do the job, and the only difference is the cost.  It makes sense to choose the lowest cost option, right?  Well, maybe not.

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