Encoders 009 - Introduction to Incremental Encoders

This post continues our discussion of the various classifications of encoders identified previously

Form of Output

One of the most common classifications used for encoders is whether their architecture is incremental or absolute in design. This refers to the type of output the encoder emits, or what information is being provided by the encoder. This post will begin our discussion of incremental output and our future post will continue that discussion. Later, we'll have a discussion of absolute encoder output and make some comparisons between incremental and absolute encoders.

Incremental Output

The most common encoders are incremental encoders, for two main reasons. First, the information supplied by an incremental encoder is sufficient for most applications. The second reason is just a matter of economics and simplicity: it is much more cost effective to manufacture an incremental encoder than an absolute encoder.

Incremental Output

A very rudimentary form of an incremental encoder is shown above. It only involves a disk with one slot, an LED, and a photo detector. The detector provides an output each time it "sees" the LED.

The first piece of information that can be determined by an incremental encoder's output is distance. As the above disk rotates, each time the slot is aligned with the LED and detector, the detector produces an output. The disk has rotated through an angle of 360 mechanical degrees. A controller can use this information to calculate distance traveled in a system.

World's Largest Encoder'

The "encoder & controller" represented by the picture shown above is a reconstruction of an odometer made over 2,200 years ago. Each time the cart's wheels rotate, a pin on the axle engages a cog on a system of cogwheels that keep track of total distance traveled.

Tachometer

A second piece of information which can be determined by an incremental encoder's output is velocity, or speed of movement - the encoder essentially acts as a tachometer. As the disk in our first drawing above rotates, each time the slot is aligned with the LED and detector, the detector produces an output. The number of outputs in a minute would be the RPM or speed of the disk.

Although in the rudimentary drawing of an encoder at the beginning of this post you will be able to determine if a full rotation has taken place, for most of the 360 degrees, movement can take place without that movement being reported. The disk rotates without a change in output until the slot is reached.

Disk Model

To resolve that issue, a disk can be used with multiple slots as is shown in the picture above from a blog post by Aditya Prasad. Please note in this specific design, it would work as shown with an optical sensor or with a magnetic sensor as described earlier in the same post.

Now with 15 slots and 15 teeth, the optical sensor will provide an output while the disk turns through 12 mechanical degrees and a slot is in front of the sensor. During the next 12 degrees, a tooth will block the light, and the optical sensor will provide no output.

Sensor Drawing

Most applications require an output when the movement is much less than 12 degrees so disks are made with much finer increments. The technical term used to define the size of increments used is resolution. We will discuss resolution in more detail in a future post but for now, we will define it as the number of outputs provided by the encoder based on the number of lines or windows on the disk.

Mmmm, pie!

To illustrate the resolution in everyday (or at least Thanksgiving Day) terms, think of resolution as the size of the pieces of a pie. Neither high resolution nor low resolution is better but the resolution should match the need. Speaking of pies, if one is extremely hungry, the pie on the left would be the best choice. However, if one is trying to limit their caloric intake, other than not eating the pie at all, a smaller piece would be the best choice.

Waveform

All of the illustrations and examples have been focused on a single output as is further illustrated in the above drawing. The drawing is indicative of what that single output might look like on an oscilloscope. The bottom of the drawing represents an output of zero volts. The top of the drawing represents an output of five volts. The complete drawing is showing the changes in output or cycles as the disk rotates. When the sensor sees the LED, the output goes high (5 volts); when the disk via the line prevents the sensor from seeing the LED, the output goes low (0 volts).

One complete electrical cycle starts when the output goes high and ends just before it goes high again. One electrical cycle is 360 electrical degrees. For every mechanical revolution, the number of electrical cycles will be equivalent to the resolution or lines and windows on the disk.

The specification for resolution is CPR which stands for Cycles Per Revolution. An encoder with 512 CPR will have 512 lines and windows on the disk and, of course, produce a high and low output 512 times for each rotation of the disk.

NOTE: Unfortunately, there are some vendors who use the term CPR to mean counts per revolution which, depending on the vendor, that number can be twice as many or four times as many as the resolution. This will be discussed in more detail in a future post.

Waveform

One drawback with incremental encoders is that with power cycling, there is no memory as to where the disk is, as all of the lines and windows on the disk are identical. If you have ever been lost, you know this feeling where your surroundings might look the same in every direction. Essentially the position of the disk in relation to the sensor is lost. We will show in our next post how we can use a search operation, like the search dogs shown above, to figure out where the disk is in its rotation.

Although we are able to calculate both distance moved and velocity from a single encoder output, one other piece of information provided by incremental encoders is direction of travel. Our future post will continue this discussion and explain how direction can be determined.

It is my goal to make this blog as informative, engaging and as accurate as possible. If you ever have some additional or contrary information, please contact me directly and I will be glad to make any appropriate corrections in a future post. Previous Post

Source for photo detector graphic - reviseomatic.org
Tachometer image source - boschperformance.com
Image source for ancient odometer - commons.wikimedia.org
Source for slotted disk on motor - technlab.blogspot.com
Pumpkin pie image source #1 - finecooking.com
Pumpkin pie image source #2 - bettycrocker.com
Image source for search dog team - vsar.org

Written by Steve Mathis
Director of Customer Relations & Marketing

"My goal at US Digital is to work with the excellent teams here to contribute to the success of our customers by eliminating pain points and making it easy for them to do business with us."