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132   Electric Drives and Electromechanical Systems


               In a linear optical encoder, the movement of the sensor must be parallel to the
                encoded track, if not the reading could degrade or in the case of a housed encoder,
                damaged. In some cases, manufacturers will provide a template or specialist tools
                to assist with alignment.
               All encoders are subject to various types of acceleration during operation and
                mounting, again these will be detailed in the manufacturers’ specifications. Due to
                presence of a glass code wheel or linear scale, encoders are considered fragile,
                particularly during the assembly of a system.
               Both linear and rotary encoders have internal friction, particularly if the design
                includes a seal, this is normally specified as a torque or force in the specifications.
               All types of encoders should not be subjected to excessive vibration during opera-
                tion: this can have a significant impact on a poorly long linear encoder. To func-
                tion properly, the more solid the mounting surface the better. It is recommended
                that linear encoders should not be mounted on hollow parts.
               As discussed in Section 2.7.5, protecting the encoder from the environment is a
                major factor when selecting components. For example, linear encoders are nor-
                mally protected to IP 53 (see Table 2.3) provided that they are mounted with the
                linear seal is facing away from possible sources of contamination. If the encoder
                will be exposed to heavy concentrations of coolant and lubricant mist, the scale
                housing can be fed with filtered compressed air to raise the internal air pressure,
                allowing the IP rating of the encoder to IP 64, by preventing entry of any
                contamination.


             4.4.2   Electrical interconnection
             The wiring and connectors between the transducer and the processing electronics are
             critical to the operation of a system. If they are not satisfactory, in the case of a digital
             encoder, any electrical noise which is introduced will probably result in additional pulses
             being counted and hence in an increasing positional error. In analogue systems,
             electrical noise resulting from poor connections will result in a poor signal-to-noise ratio
             and hence in a degraded performance. These problems can be reduced by the use of
             twisted screened cables and high-quality connectors throughout the system. As shown
             Fig. 4.19, at high speeds the encoder output frequency can exceed 100 kHz, and therefore
             the wiring and associated electronics must be designed to accommodate signals of this
             frequency; in particular stray capacitance must be minimised.

             4.4.3   Determination of datum position
             When a rotary incremental encoder is used in linear applications one of the design
             requirements is to accurately and repeatably determine the datum position. This is the
             point to where all measurements on a particular axis are referenced. As shown in
             Fig. 4.17B, it is common practice for an incremental to have a track that provides one
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