Encoder Installation Manual Dynapar brand SERIES M21 Modular Encoder

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Headquarters: 1675 Delany Road Gurnee, IL 60031-1282 USA Visit us at www.dynapar.com Encoder Installation Manual Dynapar brand SERIES M21 Modular Encoder Document No.: 702209-0001 Revision Level: J October 24, 2016 Customer Service: Tel.: +1.800.873.8731 Fax: +1.847.662.4150 custserv@dynapar.com Technical Support Tel.: +1.800.234.8731 Fax: +1.847.782.5277 dynapar.techsupport@dynapar.com DESCRIPTION The Dynapar brand M21 modular encoder provides high-performance, cost effective feedback for stepper and servo motor controls. Using industry standard package dimensions, the M21 is easily installed onto the motor without time-consuming adjustments or special tools. Its unique mechanical design automatically centers and gaps the disc during installation. For Brushless DC (BLDC) servo control, optional 3 phase commutation tracks replace the traditional Hall Effect sensors. These optically-generated signals provide higher accuracy and reliability, improving the performance and reliability of the servo system. Dynapar Exclusive: The M21 design operates up to 120 C. The high temperature plastics, phased array sensor, and low current requirements stabilize the output signals over a wide range of input voltage, ambient temperature, or output frequencies. Dynapar Exclusive: The M21 provides 30 degrees of adjustment to align the signal outputs to the shaft position. Using an industry standard Size 21 modular mounting pattern, the index mark on the disc hub can be coarse aligned to the index sensor position on the housing. The housing rotates to allow further adjustment of the index or fine alignment of the commutation channels to the BLDC motor windings. Dynapar Exclusive: The M21 enclosure is dirt-tight, rated NEMA 1 / IP50. The cover is gasketed to seal the disc and optics from contamination. Additionally, the base can be sealed to the motor for further environmental protection. Dynapar Exclusive: The M21 outputs are protected from short circuits, and operate on 5 or 12 VDC power. SPECIFICATIONS ELECTRICAL Code: Incremental Resolution: (pulses/revolution) Incremental: 500 to 2048 PPR Commutation: 2, 3, or 4 PPR Accuracy: Incremental: ±5 arc-mins. max. edge to edge; Commutation: ±6 arc-mins. max. Sense: (viewing encoder mounting surface) Incremental: A leads B by 90 for CCW rotation of motor shaft; Commutation: U leads V, V leads W by 120 for CW rotation of motor shaft Phasing: Incremental: 90 ±18 electrical Commutation: 8 Pole: 30 ; 6 Pole: 40 ; 4 Pole: 60 mechanical Index to U Channel: ±1 mechanical - Index center to U channel edge Symmetry: Incremental: 180 ±18 electrical Commutation: 8 Pole: 45 ; 6 Pole: 60 ; 4 Pole: 90 mechanical Index Pulse Width: 180 ±36 electrical (Gated with B low) standard Input Power Requirements: Incremental: 5 or 12 VDC ±10% at 100 ma max. (excluding output load); Commutation: 5 or 12 VDC ±10% at 75 ma max. (excluding output load) Output Signals: ET7272 Line Driver: 40 ma sink/source max.; Open Collector w/2.0 kω pull-ups: 16 ma sink max. Frequency Response: 200 khz min. Termination: Connector: PCB mounted dual row head with 0.1 x 0.1 pin spacing, 10 pins (incremental only), 16 pins (w/commutation); Cable: conductors - 28 AWG, stranded (7/36), insulation - black, PVC; Shield: aluminum/polyester foil plus tinned, copper drain wire (28 AWG, 7/36) Noise Immunity: Conforms to EN50082-1 Light Industrial for Electro-Static Discharge, Radio Frequency Interference, Electrical Fast Transients, Conducted Interference, and Magnetic Fields (for models or applications with shielded cable) MECHANICAL Weight: Connector: 1 oz. (28 gm) typ. Connector w/cover: 1.5 oz. (43 gm) typ. Cable: 2.5 oz (71 gm) typ. Cable w/cover: 3 oz. (85 gm) typ. Dimensions: Outside Diameter: 2.1 (53 mm) max. with cover, 2.0 (51 mm) max. without cover; Height: 0.8 (20.3 mm) max. (w/cover, excluding connector); Emitter to Detector Gap: 0.070 (1.8 mm) min. Material: Base, Housing, & Cover: high temperature, glass filled polymer; Hub: Aluminum; Disk: 0.030 thick glass Finish: Base & Housing: black; Cover: RAL 7010 (dark grey) Moment of Inertia: 6.64 x 10-5 in-oz sec. 2 (4.7 gm-cm 2 ) Hub Diameters: 1/4, 3/8, 7/16, 1/2, 6 mm, 8 mm, 10 mm, 12 mm nominal Hub Dia. Tolerance: +0.001 /-0.000 (+0.026 mm/-0.000 mm) Mating Shaft Length: 0.45 (12 mm) min. blind hub clamp screw, 0.65 (16.5 mm) exposed hub clamp screw; 0.75 (19 mm) max. inside cover Mating Shaft Runout: 0.002 (0.05 mm) max. (Includes shaft perpendicularity to mounting surface) Mating Shaft Endplay: +0.005 /-0.015 (+0.13 mm/-0.38 mm) nominal ( + indicates away from mounting face) Mounting: Base: (2) #4-40 (M2.5) #1 Phillips fillister head cap screw on 1.812 (46 mm) B.C., 0.01 (0.254 mm) true position to shaft; Shaft: split hub w/collar clamp, #2-56 hex socket cap screw (5/64 hex wrench included) Electrical/Mechanical Alignment Range: ±15 mechanical Acceleration: 100,000 rad/sec. 2 max. Velocity: 12,000 RPM max. ENVIRONMENTAL Operating Temperature: -40 to 120 C Storage Temperature: -40 to 85 C Shock: 50 G s for 11 msec duration Vibration: 2.5 G s at 5 to 2000 Hz Relative Humidity: 90% noncondensing Enclosure Rating: NEMA 1 / IP50 dirt-tight (for models with cover) Page 1

Getting Started Installing your M21 is a fast, easy process. The package contents include the M21, one Allen wrench, mounting screws, and documentation. This, plus a number 0 Phillips screwdriver, is all that will be required for installations that do not use the commutation track feature. If commutation tracks are used, a two channel oscilloscope and a fixture that can drive the target motor/encoder assembly will also be required for final alignment. Specific motor information supplied by the motor manufacturer may be required. Note: Illustrations may differ from your specific model. Instructions provided cover all models of Dynapar Series M21Modular Encoders. A Package Contents Required Tools Check packaged items: 1. M21 Encoder 2. Cover (optional) 3. Mounting Screws (2) 4. Allen Wrenches (1) 5. Documentation B For all installations: 1. Number 0 Phillips Screwdriver 2. Provided Allen Wrench C Additional Tools For installations using commutation tracks only: 1. Motor drive fixture 2. Two channel oscilloscope 3. DC power supply Page 2

1 Preliminary Step 2 Prepare Motor Remove center label: Carefully detach the center label as shown. The label contains information about the PPR of the encoder. For future reference, it should be attached to the unit s side body or cover Locate mounting area: Locate stub shaft and tapped holes where encoder is to be attached. Be sure shaft is of sufficient length to extend into hub clamping area (see specifications). 3 Center Hub For Use with Commutation Tracks Only Important: Electrically lock motor s rotor: The manufacturer of the motor should be consulted regarding the rotor locking procedure. 4 Voltage should remain on through step 9a. In preparation for mounting the M21 encoder on a motor, the center hub assembly must be centered properly. Press inward on the hub while moving in all directions to be sure hub is fully seated. Once centered, maintain inward pressure on the hub and proceed to the next step. If installation does not utilize commutation tracks, skip this step Page 3

5 Mount Encoder 6 Index Alignment Set hub over motor shaft: While holding hub in position, slide encoder over motor shaft. Confirm that encoder through-holes match tapped holes on motor. Align index mark: Turn hub until clamp slit or index scribe mark is in line with edge of housing post as indicated. Note difference for exposed hub clamp and blind hub clamp models. Blind Hub Clamp Models Exposed Hub Clamp Models 7 Tighten Hub Clamp 7a Exposed Hub Clamp Determine hub clamp type: M21 encoders are available with exposed (step 7a) or blind (step 7b) hub clamp screws. For exposed hub clamp screw, go to step 7a. For blind hub clamp screw, go to step 7b. Use provided Allen wrench: Hold the hub seated in the base and tighten the clamp screw to 3 lb in (34 N cm). Take care not to rotate hub from aligned position. Page 4

7b Blind Hub Clamp Insert Mounting Screws Use provided Allen wrench: Hold the hub seated in the base. Place wrench through hole at angle indicated and tighten the clamp screw to 3 lb in (34 N cm). Take care not to rotate hub from aligned position. 8 Insert screws and tighten with Phillips screwdriver to 2 lb-in (23 N-cm). Important CAUTION Take care not to contact the edge of the internal disk while inserting and tightening mounting screws. Note position of access hole Insert wrench at angle shown above and keep wrench parallel with base 9 Unlock Hub Use Phillips screwdriver: Loosen the alignment screw (A) (1/4 turn CCW). Rotate encoder housing clockwise 30 until housing slots are aligned with squares on base (B). (A) Alignment Screw 9a Unlock Hub Next Step: If commutation tracks are used, do not tighten alignment screw, remove power connection from the motor and proceed to step 10 If commutation tracks are not used, tighten alignment screw to 2 lb in (23 N cm) and proceed to step 13. (B) Squares on base Page 5

10 For Use with Commutation Tracks Only Alignment Theory: In Step 6, the physical position of the encoder s index was set to provide an approximate electrical output as shown in the figure below. Note that the rising edge of Channel U will occur simultaneously with the index output, Channel Z. Step 11 details the fixture and oscilloscope procedure which allows final precise alignment to be made. It is important that the motor phase that requires synchronization with Channel U is connected to the scope. The specific wire identification varies among motor types. 11 For Use with Commutation Tracks Only Prepare for alignment: Mount motor/encoder on fixture. Wire to oscilloscope. If encoder has plug-in connector, temporarily install it now. 12 Scope Alignment of Commutation Tracks Calibrate waveform: With fixture spinning motor and the encoder powered up, rotate the encoder housing to achieve the waveforms as indicated on scope photo. The sinewave is from the motor winding back-emf, the squarewave is from encoder s commutation channel. When completed, tighten alignment screw to 2 lb in (23 N cm), remove all connections and proceed to step 13. 13 Install Cover 14 Cable Plug Snap On - No Tools Required: Position cover in line with cable or connector egress. Line up molded rails with body channels. Press down firmly until 3 snaps engage. May be removed by squeezing ribbed area and pulling up. For models so equipped: Carefully line up pins and guides and press firmly into place. Secure with clip provided. Waveform shown is example of setup process. Actual is dependant on motor and drive that is used Note: Illustrations may differ from your specific model. Instructions provided cover all models of Dynapar Series M21Modular Encoders. Page 6

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