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SIMPLY PRECISE
INSTRUCTION M
RIK 4
Original Instruction Manual

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  • Page 1 SIMPLY PRECISE INSTRUCTION M RIK 4 Original Instruction Manual...
  • Page 2: Table Of Contents

    Index Features and Applications ....................4 Safety ............................5 General Information ..................... 5 Notes on Legal Requirements ..................6 Environmental Protection and Disposal ............... 6 Notes on Transport, Storage and Handling ..............7 Notes on Operation ...................... 8 Notes on Maintenance ....................8 Setup of the Rotary Encoder ....................
  • Page 3 Troubleshooting ........................34 Ordering Key ........................35 11.1 Scanning Head ......................35 11.2 Speed Chart for RIK Series ..................36 11.2.1 RIK 4 with Op-Amp .....................36 11.2.2 RIK 4 without Op-Amp ....................38 11.3 Graduated Disk ......................40 11.4 ADJUSTMENT TOOL ....................41...
  • Page 4: Features And Applications

    • High machining speeds and therefore high accelerations make low masses of the components in motion essential. The optical RIK 4 incremental encoders from NUMERIK JENA are equipped with features which are supposed to fulfill these high requirements in an ideal way. • Due to an interpolation circuitry which is integrated in a 15-pin D-sub connector, a resolutions down to 0.135 arc seconds is possible without any additional electronics.
  • Page 5: Safety

    Make sure to familiarize yourself thoroughly with the contents of these installation instructions before installing and starting up the encoder! • Please contact the support of NUMERIK JENA GmbH or an authorized representation for further information. Please visit the NUMERIK JENA website to get the contact information. •...
  • Page 6: Notes On Legal Requirements

    • This user manual supersedes all previous editions, which thereby become invalid. The basis for ordering from NUMERIK JENA is always the user manual edition valid when the contract is made. • Standards (ISO, EN, etc.) apply only where explicitly stated in the user manual. • NUMERIK JENA has tested its products to ensure the use of non-hazardous materials in accordance with the European Directives 2011/65/EU (RoHS). The EU Declaration of Conformity...
  • Page 7: Notes On Transport, Storage And Handling

    Notes on Transport, Storage and Handling • Please use the original packaging for transportation and storage only! • After receiving the measuring system please check the packaging and the seal for damages first! Once opened, scratches or contaminations on the graduated disk cannot be complained anymore. • Handle the graduated disk carefully! Its surface is sensitive to scratching. •...
  • Page 8: Notes On Operation

    Modifications and repairs of the encoder may only be carried out by NUMERIK JENA GmbH or appropriately authorized persons. • NUMERIK JENA GmbH is not liable for damages caused by unauthorized handling of the encoder. All warranty claims are forfeited by unauthorized handling. • Exposed measuring systems are sensitive to contamination, especially the disk surface and the scanning windows for the counting and reference tracks on the scanning head.
  • Page 9: Setup Of The Rotary Encoder

    Setup of the Rotary Encoder The RIK 4 encoder consits of the following components: • Scanning head with integrated EPIFLEX sensor module • Graduated disk with counting track and index • 15-pin D-Sub connector with integrated electronics Scanning head and connector are connected by a round cable. The grating on the disk will be detected by the scanning head opto-electronically.
  • Page 10: Graduated Disks - Types

    Graduated Disks - Types Type [mm] [mm] [mm] d [mm] d [mm] d [mm] d [mm] -0.2 RS 19/6/3600 6 + 0.1 3,600 -0.5 RS 19/9/3600 9 + 0.1 -0.2 3,600 -0.5 -0.2 RS 29/16/900 16 + 0.1 -0.5 -0.2 RS 29/16/1000 16 + 0.1 1,000...
  • Page 11: Scanning Head

    Scanning Head Thickness: 6 mm Example: RIK 4-2C 19/3600... (with stop surface on outside diameter only) Image 4 [mm] [mm] [mm] [mm] Type ± 44° 22° 15.0 ± 120° 60° 82° 34° 18.8 ± 120° 60° 70° 30° 18.6 ± 120° 60° 56° 28° 20.8 18.0 ±...
  • Page 12: Technical Data

    Technical Data Resolution and Accuracy (Definition) Basically one has to differentiate between the resolution and the accuracy of a measuring system. The two parameters are not directly interdependent and may differ from each other. Resolution Resolution “A“ is defined as the smallest angular value that is still detected by the evaluating electronics (display, control) when the graduated disk is turned relative to the scanning head. The resolution can be calculated using the following formula: A = Z · i · N [Increments/Revolution] 360° [Degrees] Z · i · N Number of lines (graduated disk) Interpolation factor of the evaluation electronics (5-times, 10-times, 25-times, 50-times or 100-times) Factor for evaluation mode (counter) N = 1 for single-edge evaluation...
  • Page 13: Mechanical Data

    Mechanical Data RIK 4 Weight of scan head (w/o cable) 3 - 6 g Number of counting pulses / rev. (with signal interpolation and up to 9,600,000 4-edge evaluation) • 19 mm • 29 mm • 39 mm Available diameter of graduated • 45 mm disks (Ø of graduation) •...
  • Page 14: Electrical Data

    Electrical Data RIK 4 Scanning frequency max. 500 kHz Output Interfaces Voltage output (15-pin D-Sub) Square wave output RS-422 with interpolation up to 100-times (15-pin D-Sub) Supply voltage 5 V ±10% Current Consumption Voltage output ≤80 mA* Square wave output ≤210 mA* Cable Cable diameter 3.7 mm • occasional flexing ~8 mm Permissible bending radius •...
  • Page 15: Ambient Conditions

    Install the cable in a way that it cannot be damaged by the rotating hub. Please pay attention to the permissible bending radius (see also point 7.2)! Extension Cable (connection cable from D-Sub connector to controller) • Use preferably original extension cables made by NUMERIK JENA. This guarantees an optimum compatibility with the encoders and ensures a maximum protection against electromagnetic interferences. •...
  • Page 16: Pin Assignment

    6.11 PIN Assignment 15-pin D-Sub Connector Housing Shield RS 422 Shield Cable Ø 3.7 mm RS 422 Counting signal 0° (sin) Counting signal 0° Counting signal 180° (-sin) Negated counting signal 0° (180°) Counting signal 90° (cos) Counting signal 90° Counting signal 270° (-cos) Negated counting signal 90° (270°) Reference signal Reference signal Negated reference signal Negated reference signal Ground (GND) Operating voltage (U Error signal (monitoring signal) Negated error signal...
  • Page 17: Electromagnetic Compatibility (Emc)

    When using additional electronics, connect the housing electrically conducting to ensure good galvanic conductivity. For insulated installation the housing should be connected at the shortest distance by an additional potential equalization line (Cu line with cross section ≥6 mm ) with the machine’s protective ground. • Please contact the NUMERIK JENA support or that of the appropriate manufacturer if you experience any problems when working with specific display or control units. SIMPLY PRECISE...
  • Page 18: Shielding Concepts

    6.13 Shielding Concepts RIK 4 Abbildung Subsequent electronics Subsequent electronics Scanning head Shield Subsequent Scanning head Shield electronics Scanning head Shield and RS 422 output Encoder cable Ø 3.7 mm Encoder cable Ø 3.7 mm Encoder cable Ø 3.7 mm...
  • Page 19: Voltage Output 1 V

    6.14 Voltage Output 1 V Optimal Connection Circuit – – – –U 1– 2– 0– Ω = 120 Image 7 Signal Curve 360° (Signal period) 90° (Phase difference) Image 8 Difference signals measured at R = 0.6 ... 1.2 V (Rated voltage: 1 V = 0.6 ...
  • Page 20: Square-Wave Output Rs-422

    6.15 Square-Wave Output RS-422 Optimal Connection Circuit RS 422 line receiver (e.g. AM 26 LS 32, MC 34 86) RS 422 line driver R = 120 Ω 1– 2– 0– Image 9 Signal Curve NAS high: 360° (Signal period) Encoder functioning properly, input signals within tolerance range 90°...
  • Page 21: Online Compensation (Offset And Amplitude Control)

    6.16 Online Compensation (Offset and Amplitude Control) Contamination and mounting errors lead to interferences in the optical scanning of the graduated disk by the scanning head and so to periodic deformations of the sinusoidal counting track signals, which are exemplified as • Offset deviations •...
  • Page 22: General Mounting Instructions

    General Mounting Instructions Delivery Contents Standard • RIK 4 scanning head (according to the ordered specification) • Graduated disk (according to the ordered specification) • Information sheet Optional • ADJUSTMENT TOOL • Extension cable Encoder Mounting Position • The mounting position of the encoder system is arbitrary. • The operator of the encoder system is responsible for appropriate design measures to protect the scanning head and graduated disk from contamination.
  • Page 23: Mounting Of The Encoder System

    Mounting of the Encoder System The following shows the assembly of a RIK 4 encoder system. Scanning head and graduated disk must be positioned to each other like shown in the image. 0.01 0.015 0.01 0.01 0.01 A - A...
  • Page 24: Dimensions And Mounting Tolerances

    Dimensions and Mounting Tolerances Type [mm] [mm] [mm] [mm] ± RS 19/6/3600 0.015 0.02 ± RS 19/9/3600 0.02 ± RS 29/16/900 ± RS 29/16/1000 0.015 0.05 ± RS 29/16/4500 0.05 ± RS 29/20/900 ± RS 39/9.97/3600 0.05 ± RS 39/25/1800 ±...
  • Page 25: Mounting Of The Graduated Disk

    Mounting of the Graduated Disk To prevent deformation of the graduated disk by external forces it is recommended to glue the disk to a hub (see image 16). Additionally the mounting and mechanical adjustment to a shaft will be simplified. The use of a rotary table for mounting will be recommended. For optical vernier adjustment of the graduated disk an adjustment microscope with line marking in the intermediate image plane should be used.
  • Page 26 Shaft Axis Graduated Disk Adhesive Joint Image 16 Centering of the Graduated Disk with an Adjustment Microscope Position 1 Position 1 + 180° e = (b - a) / 2 Image 17 Center of the axis Center of the incremental track Centering error Minimum deviation Maximum deviation...
  • Page 27 Mounting Example with Loading After Glueing the Graduated Disk Graduated disk Loading (steel ring, weight: 0.6 to 1.0 kg) Optical axis of the adjustment microscope Protection against scratching (e.g. foam ring) Image 18 Mounting Instructions • Remove any residue of adhesive which appeared during the mounting procedure from hub and graduated disk immediately. •...
  • Page 28 The inside diameter D as well as the adjustment diameter D can be used for the mechanical adjustment on a rotary table. For mounting at NUMERIK JENA the diameter must not deceed or exceed the following values: • 26 ... 135 mm •...
  • Page 29: Mounting Of The Scanning Head

    Mounting of the Scanning Head • If necessary, clean all mounting surfaces of the scanning head and machine element before mounting by following the instructions in chapter 9 “Cleaning”. • Remove the protection foil from the scanning window of the scanning head. •...
  • Page 30 After connecting the encoder cable switch the evaluation electronics on and test the functionality. • If there are errors in the function or during measurement, please read chapter 10 “Troubleshooting” first. If these information are not helpful for your problem, please contact the technical support of NUMERIK JENA or an authorized subsidiary in your country.
  • Page 31: Signal Adjustment With Adjustment Tool

    Signal Adjustment with ADJUSTMENT TOOL Before delivery the encoders from NUMERIK JENA will be tested and electronically adjusted under ideal mounting conditions. Furthermore, the sensor modules offer the possibility of an electronic signal adjustment after the mounting into the application. This allows the user optimize the encoder signals regarding to the mechanical mounting conditions (tolerances). The ADJUSTMENT TOOL and the related EPIFLEX software was designed to simplify and make the signal adjustment more effective.
  • Page 32: Epiflex Software

    The EPIFLEX software is available for free via download on the NUMERIK JENA website under www.numerikjena.com. Furthermore, one can order the software with an optional USB flash drive.
  • Page 33: Cleaning

    Cleaning • The measuring systems from NUMERIK JENA are delivered in a pre-cleaned condition. Re- cleaning of the surfaces is only recommended if they have been contaminated during installation of the components. • During operation of the measuring system in a plant, occasional cleaning of the sensor surface of the scanning head (scanning window for counting and reference track) or the graduated disk may be necessary, depending on the installation position and the ambient conditions.
  • Page 34: Troubleshooting

    However, if troubles or problems should occur, please read the following points in the chart and proceed according these information. If this is not helpful, please contact the technical support of NUMERIK JENA GmbH or one of our authorized subsidiaries. You will find respective contact data on the NUMERIK JENA webside www.numerikjena.com.
  • Page 35: Ordering Key

    Ordering Key 11.1 Scanning Head Ordering key - example 39/3600 Type of sensor Type of connector 1-field Sensor, SV3 (13 x 8 mm) 15 pin D-Sub, male (incl. electronics) Type of housing Connector cable Ø 3.7 mm (single-shielded) Scan head with through-holes 2.2 mm 0.3 m Scan head with threads M2.5 0.5 m 1.0 m Material of housing 1.5 m Aluminium...
  • Page 36: Speed Chart For Rik Series

    The op-amp decouples parasitic frequencies and improves the interference immunity of the encoder under unfavorable conditions. The encoders from NUMERIK JENA are available without op-amp also. Thus it is possible to increase the scanning frequency which consequently enables higher speed of rotation.
  • Page 37 Interpolation factor = 25 Number of lines (Z) Min. counting frequency of the Value evaluation electronics (in MHz) 1,000 1,800 2,048 3,600 4,096 4,500 5,400 6,000 9,000 10,000 18,000 24,000 32,000 w/o 4-edge with 4-edge [rpm] evaluation evaluation 0.25 0.50 1,333 1,200 0.75 1,778 1,600 1.00 2,667 2,400 1,333...
  • Page 38: 11.2.2 Rik 4 Without Op-Amp

    11.2.2 RIK 4 without Op-Amp The maximum scanning frequency of the encoder without op-amp amounts to 500 kHz, hence the maximum attainable traversing speed will be derived from that. (1 VSS) or (RS 422) Without interpolation factor Number of lines (Z) Min. counting frequency of the...
  • Page 39 Interpolation factor = 25 Number of lines (Z) Min. counting frequency of the Value evaluation electronics (in MHz) 1,000 1,800 2,048 3,600 4,096 4,500 5,400 6,000 9,000 10,000 18,000 24,000 32,000 w/o 4-edge with 4-edge [rpm] evaluation evaluation 0.25 0.50 1,333 1,200 0.75 1,778 1,600 1.00 2,667 2,400 1,333...
  • Page 40: Graduated Disk

    11.3 Graduated Disk Ordering key - example 39/25/3600 Supply Graduated disk Without supply (please leave this blank) You want to supply your own hub to glue on the graduated disk. Centre Ø Inside-Ø of counting track d graduated disk d Number of lines Z 2,048 2,048 Service...
  • Page 41: Adjustment Tool

    11.4 ADJUSTMENT TOOL Name Scope of delivery / Description Order-no. • ADJUSTMENT TOOL black box • Diagnostic cable to connect the measuring system ADJUSTMENT TOOL 344220-33 • USB cable to connect a PC • USB - D-SUB - adapter cable (15-pin) • Exchangeable 8-pin plug connectors Optional Single Components Name Description...
  • Page 42 NUMERIK JENA GmbH Im Semmicht 4 07751 Jena • Germany info@numerikjena.com www.numerikjena.com SIMPLY PRECISE Original documentation Ver. 08/2024 · PDF...

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