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High accuracy miniature grating encoder readhead using fiber optic receiver channels Number:6,906,315 from the United States Patent and Trademark Office (PTO) owispatent

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Title: High accuracy miniature grating encoder readhead using fiber optic receiver channels

Abstract: A fiber optic encoder readhead for sensing the displacement of a scale grating is disclosed. The detector channels of the readhead are fiber optic detector channels having respective phase grating masks. The fiber optic encoder readhead is configured to detect the displacement of a self-image of the scale grating. In various exemplary embodiments, the fiber optic readhead is constructed according to various design relationships that insure a robust signal-to-noise ratio. Accordingly, high levels of displacement signal interpolation may be achieved, allowing sub-micrometer displacement measurements. The fiber optic encoder readhead may be assembled in a particularly accurate and economical manner and may be provided in a package with dimensions on the order of 1-2 millimeters.

Patent Number: 6,906,315 Issued on 06/14/2005 to Tobiason


Inventors: Tobiason; Joseph D. (Woodinville, WA)
Assignee: Mitutoyo Corporation (Kawasaki, JP)
Appl. No.: 298312
Filed: November 15, 2002

Current U.S. Class: 250/237R; 250/231.16; 356/499
Intern'l Class: G01B 009/02; G01D005/38
Field of Search: 250/23113,231.16,237.R,237.G,227.11 356/498,499,600,616,617 341/11,13,31


References Cited [Referenced By]

U.S. Patent Documents
3483389Dec., 1969Cronin.
4733071Mar., 1988Tokunaga.
4774494Sep., 1988Extance et al.
5808730Sep., 1998Danielian et al.
5909283Jun., 1999Eselun.
Foreign Patent Documents
1 382 941Jan., 2004EP.
59173713Oct., 1984JP.
1272917Oct., 1989JP.


Other References

Cowley, J.M., and Moodie, A.F., "Fourier Images: I—The Point Source," May 1, 1957, Proc. Phys. Soc. B 70:486-496.
Patorski, K., "The Self-Imaging Phenomenon and Its Applications," Progress in Optics, ed. E. Wolf, 27, 3-108, North Holland, Amsterdam 1989.

Primary Examiner: Allen; Stephone B.
Attorney, Agent or Firm: Christensen O'Connor Johnson Kindness PLLC

Parent Case Text



CROSS-REFERENCE(S) TO RELATED APPLICATION(S)

This application claims the benefit of U.S. Provisional Application No. 60/396,659, filed Jul. 16, 2002, under the provisions of 35 U.S.C. § 119, the disclosure and drawings of which are incorporated herein by reference.
Claims



1. A device for measuring the relative displacement between two members, the device comprising:

a scale having a scale grating formed along a measuring axis direction; and

a readhead operable to provide an operable self-image of the scale, the readhead comprising:

a light source portion comprising at least one respective light source element; and

a plurality of fiber-optic receiver channels, each respective fiber-optic receiver channel comprising:

a respective receiver channel spatial phase mask portion having a respective spatial phase and having its light-blocking elements arranged at a pitch that is operable for spatially filtering the operable self-image of the scale, and generally being located at a nominal spatial phase mask plane that is operable for spatially filtering the operable self-image of the scale; and

at least one respective receiver channel optical fiber having an input end that receives a respective receiver channel optical signal light;

wherein:

the respective receiver channel optical signal light received by the at least one respective receiver channel optical fiber comprises optical signal light collected through the respective receiver channel spatial phase mask portion over a respective collected light area having a collected light area dimension along the measuring axis direction that is at least three full periods of the respective receiver channel spatial phase mask portion;

when the readhead is operably positioned relative to the scale grating at least first and second respective channels of the plurality of fiber-optic receiver channels spatially filter their respective portions of the operable self-image of the scale at the nominal spatial phase mask plane to provide at least first and second respective receiver channel optical signals having at least first and second respective signal phases; and

the device outputs the at least first and second respective receiver channel optical signals along respective optical fibers to provide relative displacement measurement information in the form of a plurality of respective optical output signals, the respective optical output signals produced without the use of an electronic photodetector element.

2. The device of claim 1 wherein:

at least one respective light source element emits respective radiation distributed as a respective source light that is directed towards the scale grating, the respective source light having a respective source light central axis, the respective source light diverging about that source light central axis at least proximate to the scale grating to give rise to a respective scale light that is directed towards the nominal spatial phase mask plane, the respective scale light having a respective scale light central axis, the respective scale light diverging about that scale light central axis at least proximate to the scale grating;

each fiber-optic receiver channel has a respective nominal light-carrying area corresponding to an aggregate light-carrying core area of the at least one respective receiver channel optical fiber and the nominal light-carrying area corresponds to the area of a circle having a circle diameter of at most 2 millimeters; and

the nominal light-carrying area of each fiber-optic receiver channel has a nominal centroid and at least proximate to the input end of the at least one respective receiver channel optical fiber the nominal centroid is separated from at least one respective scale light central axis by a nominal respective location radius that is at most 8 times the circle diameter corresponding to that nominal light-carrying area.

3. The device of claim 2 wherein the circle diameter of the circle corresponding to the nominal light carrying area is at most 1 millimeter.

4. The device of claim 2 wherein the circle diameter of the circle corresponding to the nominal light carrying area is at most 0.5 millimeters.

5. The device of claim 2 wherein:

when the readhead is operably positioned relative to the scale grating to provide an operable self-image, for at least one respective scale light a total illumination circle may be defined at the nominal spatial phase mask plane such that at least 95% of the optical power due to that respective scale light is included in that total illumination circle, that total illumination circle has a corresponding total illumination radius Rtot, and a corresponding illumination field radius R may be defined as R=(Rtot/2.55); and

when the nominal respective location radius is at least 5 times the circle diameter corresponding to the nominal light-carrying area, the light source portion is configured to distribute a respective source light corresponding to a respective scale light such that the illumination field radius R for that respective scale light at the nominal spatial phase mask plane satisfies the condition that R is at least 0.5 times the nominal respective location radius and less than 1.05 times the nominal respective location radius when the readhead is operably positioned relative to the scale grating according to at least one operable configuration that is specified for the device and that provides an operable self-image.

6. The device of claim 5 wherein when the nominal respective location radius is at least 3 times the circle diameter corresponding to the nominal light-carrying area and less than 5 times that circle diameter, the illumination field radius R at the nominal spatial phase mask plane satisfies the condition that R is at least 0.35 times the nominal respective location radius and less than 2.2 times the nominal respective location radius.

7. The device of claim 6 wherein when the nominal respective location radius is at least 1 times the circle diameter corresponding to the nominal light-carrying area and less than 3 times that circle diameter, the illumination field radius R at the nominal spatial phase mask plane satisfies the condition that R is at least 0.21 times the nominal respective location radius and less than 3.9 times the nominal respective location radius.

8. The device of claim 7 wherein when the nominal respective location radius is less than 1 times the circle diameter corresponding to the nominal light-carrying area, the illumination field radius R at the nominal spatial phase mask plane satisfies the condition that R is at least 0.21 times the nominal respective location radius and less than 10.25 times the nominal respective location radius.

9. The device of claim 2 wherein:

when the readhead is operably positioned relative to the scale grating to provide an operable self-image, for at least one respective scale light a total illumination circle may be defined at the nominal spatial phase mask plane such that at least 95% of the optical power due to that respective scale light is included in that total illumination circle, that total illumination circle has a corresponding total illumination radius Rtot, and a corresponding illumination field radius R may be defined as R=(Rtot/2.55); and

the light source portion is configured to distribute a respective source light corresponding to a respective scale light such that the illumination field radius R for that respective scale light at the nominal spatial phase mask plane satisfies the condition that R is at least 0.5 times the nominal respective location radius and less than 1.05 times the nominal respective location radius when the readhead is operably positioned relative to the scale grating according to at least one operable configuration that is specified for the device and that provides an operable self-image, regardless of the ratio between the nominal respective location radius and the circle diameter corresponding to the nominal light-carrying area.

10. The device of claim 2 wherein at least three respective fiber-optic receiver channels of the plurality of fiber-optic receiver channels each have a respective nominal centroid that is separated from a same respective scale light central axis by a nominal respective location radius that is approximately the same for each of the at least three respective fiber-optic receiver channels.

11. The device of claim 2 wherein each light source element comprises a source optical fiber connectable to a remote radiation source that provides radiation operable to produce self-images, the source optical fiber having an output end, at least a portion of the output end emitting the respective radiation.

12. The device of claim 11 wherein each source optical fiber comprises a single-mode optical fiber and the at least a portion of the of the output end that emits the respective radiation comprises a light-carrying core area of the single-mode optical fiber.

13. The device of claim 2 wherein the readhead is configured such that each respective source light central axis is approximately collinear with its corresponding respective scale light central axis when the readhead is nominally aligned relative to the scale grating.

14. The device of claim 1 wherein the readhead is located entirely on a first side of the scale grating, the scale grating includes reflective elements, and respective scale light that is directed towards the nominal spatial phase mask plane comprises light reflected from the scale grating.

15. The device of claim 1 wherein the readhead comprises a transparent mask substrate and each respective receiver channel spatial phase mask portion is fabricated on a surface of the transparent mask substrate with its light-blocking elements positioned along the measuring axis direction with respect to the light-blocking elements of the other receiver channel spatial phase mask portions in a manner that establishes desired relationships between the respective spatial phases of the respective receiver channel spatial phase mask portions.

16. The device of claim 15 wherein the input end of each respective receiver channel optical fiber is nominally positioned against the corresponding respective receiver channel spatial phase mask portion on the surface of the transparent mask substrate.

17. The device of claim 1 wherein the respective collected light area is at least partially determined by at least one of a) an aggregate light-carrying core area proximate to the input end of the corresponding at least one respective receiver channel optical fiber, b) a light receiving area of a miniature lens positioned proximate to the respective receiver channel spatial phase mask portion and proximate to the input end of the at least one respective receiver channel optical fiber and c) a limiting aperture feature of the respective receiver channel spatial phase mask portion.

18. The device of claim 1 wherein the readhead is configured such that the respective receiver channel optical signal light downstream of one respective receiver channel spatial phase mask portion does not intersect with the respective receiver channel optical signal light downstream of a different respective receiver channel spatial phase mask portion prior to being received by the input end of the at least one respective receiver channel optical fiber.

19. The device of claim 1 wherein at least each collected light area and each input end are positioned entirely within a cylindrical volume having an axis perpendicular to the nominal spatial phase mask plane and having a cylinder radius that is at most 3 millimeters.

20. The device of claim 19 wherein the cylinder radius containing at least each collected light area and input end is at most 2.0 millimeters.

21. The device of claim 20 wherein the cylinder radius containing the collected light area and input end is at most 1.25 millimeters.

22. The device of claim 21 wherein the cylinder radius containing the collected light area and input end is at most 0.5 millimeters.

23. The device of claim 19 wherein each respective light source element comprises one of a) an electronic solid-state laser element, at least a portion of the solid-state laser element emitting the respective radiation, b) an electronic solid-state light emitting diode element, at least a portion of the solid-state light emitting diode element emitting the respective radiation and c) a source optical fiber connectable to a remote radiation source that provides radiation operable to produce self-images, the source optical fiber having an output end, at least a portion of the output end emitting the respective radiation.

24. The device of claim 23 wherein:

the readhead is located entirely on a first side of the scale grating;

the scale grating comprises reflective elements; and

at least one respective light source element emits respective radiation distributed as a respective source light that is directed towards the scale grating, the respective source light having a respective source light central axis, the respective source light diverging about that source light central axis at least proximate to the scale grating to give rise to a respective scale light that is reflected towards the nominal spatial phase mask plane, the respective scale light having a respective scale light central axis, the respective scale light diverging about that scale light central axis at least proximate to the scale grating.

25. The device of claim 24 wherein:

the respective source light is distributed toward the scale grating from at least one of a) at least one nominal point source and b) at least one nominal line source comprising a line source slit in a source grating;

each nominal point source and each nominal line source are located proximate to the nominal spatial phase mask plane and the nominal spatial phase mask plane coincides with a surface of a transparent mask substrate, the transparent mask substrate carrying at least each respective receiver channel spatial phase mask portion.

26. The device of claim 24 wherein the respective radiation is emitted from a portion of the light source element that is positioned entirely within the cylindrical volume.

27. The device of claim 26 wherein the readhead is configured such that when the readhead is nominally aligned relative to the scale grating at least one respective source light central axis is oriented to intersect with the scale grating along a direction which is approximately normal to the scale grating plane at the point of intersection such that the at least one respective scale light is reflected along a respective scale light central axis that is nominally collinear with its respective source light central axis.

28. The device of claim 27 wherein:

each respective light source element comprises a source optical fiber, the portion of the output end of the source optical fiber that emits the respective radiation comprising a light-carrying core area at the output end of the source optical fiber;

each fiber-optic receiver channel has a respective nominal light-carrying area corresponding to an aggregate light-carrying core area of the at least one respective receiver channel optical fiber, the respective nominal light-carrying area proximate to the input end of the at least one respective receiver channel optical fiber having a respective nominal centroid; and

at least three respective fiber-optic receiver channels of the plurality of fiber-optic receiver channels each have a respective nominal centroid that is separated from a same light-carrying core area at the output end of shared source optical fiber by a nominal respective location radius that is approximately the same for each of the at least three respective fiber-optic receiver channels.

29. The device of claim 28 wherein the respective receiver channel optical fibers corresponding to the at least three respective fiber-optic receiver channels are positioned substantially against the shared source optical fiber at least proximate to the input ends of the respective receiver channel optical fibers and proximate to the output end of the source optical fiber.

30. The device of claim 29 wherein the shared source optical fiber comprises a single mode optical fiber, the portion of the output end of the source optical fiber that emits the respective radiation comprises a single mode core area that operates to provide respective radiation distributed from a nominal point source, and the single mode core area is surrounded by optical fiber material that provides outer dimensions for the source optical fiber that nominally fit in a close-pack fashion with the respective receiver channel optical fibers corresponding to the at least three respective fiber-optic receiver channels that are positioned substantially against the shared source optical fiber.

31. The device of claim 28 wherein:

the at least one respective light source element consists of one source optical fiber; and

the at least three respective fiber-optic receiver channels that each have a respective nominal centroid that is separated from a same light-carrying core area at the output end of the source optical fiber by a nominal respective location radius that is approximately the same for each of the at least three respective fiber-optic receiver channels comprise all of the plurality fiber-optic receiver channels.

32. The device of claim 31 wherein the plurality fiber-optic receiver channels comprise at least 2N respective fiber-optic receiver channels arranged in an arrangement of N operable pairs, where N is an integer equal to at least 2, each operable pair comprising two respective fiber-optic receiver channels arranged on opposite sides of a center of the arrangement of N operable pairs, wherein the two respective spatial phase mask portions corresponding to those two respective fiber-optic receiver channels have one of a) the same spatial phase and b) spatial phases that nominally differ by 180 degrees.

33. The device of claim 27 further comprising a reflective surface, wherein:

the reflective surface is arranged to deflect each respective source light central axis and each respective scale light central axis by approximately 90 degrees at a location along the axes between the readhead and the scale grating; and

the readhead and reflective surface are arranged relative to the scale grating such that the nominal spatial phase mask plane and the operable self-image of the scale grating are nominally perpendicular to the plane of the scale grating.

34. The device of claim 24 wherein the readhead further comprises a readhead housing element that surrounds at least all of the optical fibers included in the readhead, the readhead housing element having a relatively longer outer dimension in a length direction parallel to the axis of the optical fibers and relatively narrower outer dimensions in directions perpendicular to the axis of the optical fibers over at least a portion of its length, and the readhead is constructed such that at least a portion of the length of the readhead can be inserted into a bore having a dimension perpendicular to its central axis that is at least as small as 2.5 millimeters.

35. The device of claim 34 wherein the readhead is assembled into an orientation-maintaining connector that is mechanically interchangeable with at least one standard commercially-available polarization-maintaining optical fiber connector.

36. The device of claim 1 wherein, when there is relative displacement between the readhead and scale grating along the measuring axis direction, each respective optical output signal comprises a sinusoidal function of the relative displacement, and each such sinusoidal function varies from an ideal sinusoidal function by at most 1/32 of the peak-to-peak variation of each such sinusoidal function.

37. The device of claim 36 wherein each such sinusoidal function varies from an ideal sinusoidal function by at most 1/64 of the peak-to-peak variation of each such sinusoidal function.

38. A device for measuring the relative displacement between two members, the device comprising:

a scale having a scale grating formed along a measuring axis direction, the scale grating comprising reflective elements; and

a readhead located entirely on a first side of the scale grating, the readhead operable to provide an operable self-image of the scale, the readhead comprising:

a light source portion comprising at least one respective light source element; and

a plurality of fiber-optic receiver channels, each respective fiber-optic receiver channel comprising:

a respective receiver channel spatial phase mask portion having a respective spatial phase and having its light-blocking elements arranged at a pitch that is operable for spatially filtering the operable self-image of the scale, and generally being located at a nominal spatial phase mask plane that is operable for spatially filtering the operable self-image of the scale; and

at least one respective receiver channel optical fiber having an input end that receives a respective receiver channel optical signal light;

wherein:

the respective receiver channel optical signal light received by the at least one respective receiver channel optical fiber comprises light reflected from the scale grating and collected through the respective receiver channel spatial phase mask portion over a respective collected light area having a collected light area dimension along the measuring axis direction that is at least one full period of the respective receiver channel spatial phase mask portion, such that a respective signal phase corresponding to the respective spatial phase is relatively insensitive to the position of the respective collected light area relative to the light-blocking elements of the receiver channel spatial phase mask portion;

at least each collected light area and each input end are positioned entirely within a cylindrical volume having an axis perpendicular to the nominal spatial phase mask plane and having a cylinder radius that is at most 3 millimeters;

when the readhead is operably positioned relative to the scale grating at least first and second respective channels of the plurality of fiber-optic receiver channels spatially filter their respective portions of the operable self-image of the scale at the nominal spatial phase mask plane to provide at least first and second respective receiver channel optical signals having at least first and second respective signal phases; and

the device outputs the at least first and second respective receiver channel optical signals along respective optical fibers to provide relative displacement measurement information in the form of a plurality of respective optical output signals, the respective optical output signals arising from spatially filtered scale light without the use of an electronic photodetector element.

39. The device of claim 38 wherein the readhead comprises a transparent mask substrate and each respective receiver channel spatial phase mask portion is fabricated on a surface of the transparent mask substrate with its light-blocking elements positioned along the measuring axis direction with respect to the light-blocking elements of the other receiver channel spatial phase mask portions in a manner that establishes desired relationships between the respective spatial phases of the respective receiver channel spatial phase mask portions.

40. The device of claim 39 wherein:

each respective light source element comprises a source optical fiber;

a light-carrying core area at the output end of the source optical fiber emits a radiation that is operable to provide the operable self-image of the scale; and

a light-carrying core area at the output end of the source optical fiber is positioned entirely within the cylindrical volume.

41. A method for operating a device for measuring the relative displacement between two members, the device comprising:

a scale having a scale grating formed along a measuring axis direction, the scale grating comprising reflective elements; and

a readhead located entirely on a first side of the scale grating, the readhead operable to provide an operable self-image of the scale, the readhead comprising:

a light source portion comprising at least one respective light source element;

a transparent mask substrate; and

a plurality of fiber-optic receiver channels, each respective fiber-optic receiver channel comprising:

a respective receiver channel spatial phase mask portion having a respective spatial phase and having its light-blocking elements arranged at a pitch that is operable for spatially filtering the operable self-image of the scale, and generally being located at a nominal spatial phase mask plane that is operable for spatially filtering the operable self-image of the scale; and

at least one respective receiver channel optical fiber having an input end that receives a respective receiver channel optical signal light;

wherein:

each respective receiver channel spatial phase mask portion is fabricated on a surface of the transparent mask substrate with its light-blocking elements positioned along the measuring axis direction with respect to the light-blocking elements of the other receiver channel spatial phase mask portions in a manner that establishes desired relationships between the respective spatial phases of the respective receiver channel spatial phase mask portions;

the respective receiver channel optical signal light received by the at least one respective receiver channel optical fiber comprises light reflected from the scale grating and collected through the respective receiver channel spatial phase mask portion over a respective collected light area having a collected light area dimension along the measuring axis direction that is at least three full periods of the respective receiver channel spatial phase mask portion; and

each respective fiber-optic reciver channel has a respective nomial light-carrying area corresponding to an aggregate light-carrying core area of the at least one respective receiver channel optical fiber and the nominal light-carrying area corresponds to the area of a circle having a circle diameter of at most 2 millimeters,

the method comprising:

operably positioning the readhead relative to the scale grating;

operating the readhead such that at least one respective light source element emits a respective source light directed towards the scale grating to give rise to at least one respective scale light reflected towards the nominal spatial phase mask plane, the respective scale light including the operable self-image of the scale grating that coincides with a nominal spatial phase mask plane;

receiving the respective scale light including the operable self-image with at least first and second respective channels of the plurality of fiber-optic receiver channels and spatially filtering respective portions of the scale light including the operable self-image at the nominal spatial phase mask plane to provide at least first and second respective receiver channel optical signals having at least first and second respective signal phases; and

outputting the at least first and second respective receiver channel optical signals along respective optical fibers to provide relative displacement measurement information in the form of a plurality of respective optical output signals, the respective optical output signals arising from spatially filtered scale light without the use of an electronic photodetector element.

42. The method of claim 41 wherein:

the respective nominal light-carrying area has a respective nominal centroid;

when the readhead is operated to give rise to the at least one respective scale light including the operable self-image of the scale grating:

for at least one respective scale light a total illumination circle may be defined at the nominal spatial phase mask plane such that at least 95% of the optical power due to that respective scale light is included in that total illumination circle, that total illumination circle has a corresponding total illumination radius Rtot, and a corresponding illumination field radius R may be defined as R=(Rtot/2.55); and

at least proximate to the input end of at least one respective receiver channel optical fiber the respective nominal centroid is separated from a nominal central axis of at least one respective scale light by a nominal respective location radius, and

when the nominal respective location radius is at least 5 times the circle diameter corresponding to the nominal light-carrying area, the step of operably positioning the readhead relative to the scale grating comprises positioning the readhead such that the illumination field radius R for that respective scale light at the nominal spatial phase mask plane satisfies the condition that R is at least 0.5 times the nominal respective location radius and less than 1.05 times the nominal respective location radius.

43. The method of claim 42 wherein when the nominal respective location radius is at least 3 times the circle diameter corresponding to the nominal light-carrying area and less than 5 times that circle diameter, the step of operably positioning the readhead relative to the scale grating further comprises positioning the readhead such that the illumination field radius R at the nominal spatial phase mask plane satisfies the condition that R is at least 0.35 times the nominal respective location radius and less than 2.2 times the nominal respective location radius.

44. The method of claim 43 wherein when the nominal respective location radius is at least 1 times the circle diameter corresponding to the nominal light-carrying area and less than 3 times that circle diameter, the step of operably positioning the readhead relative to the scale grating further comprises positioning the readhead such that the illumination field radius R at the nominal spatial phase mask plane satisfies the condition that R is at least 0.21 times the nominal respective location radius and less than 3.9 times the nominal respective location radius.

45. The method of claim 44 wherein when the nominal respective location radius is less than 1 times the circle diameter corresponding to the nominal light-carrying area, the step of operably positioning the readhead relative to the scale grating further comprises positioning the readhead such that the illumination field radius R at the nominal spatial phase mask plane satisfies the condition that R is at least 0.21 times the nominal respective location radius and less than 10.25 times the nominal respective location radius.

46. The method of claim 41 wherein:

the respective nominal light-carrying area has a respective nominal centroid;

when the readhead is operated to give rise to the at least one respective scale light including the operable self-image of the scale grating:

for at least one respective scale light a total illumination circle may be defined at the nominal spatial phase mask plane such that at least 95% of the optical power due to that respective scale light is included in that total illumination circle, that total illumination circle has a corresponding total illumination radius Rtot, and a corresponding illumination field radius R may be defined as R=(Rtot/2.55); and

at least proximate to the input end of at least one respective receiver channel optical fiber the respective nominal centroid is separated from a nominal central axis of at least one respective scale light by a nominal respective location radius, and

the step of operably positioning the readhead relative to the scale grating comprises positioning the readhead such that the illumination field radius R for that respective scale light at the nominal spatial phase mask plane satisfies the condition that R is at least 0.5 times the nominal respective location radius and less than 1.05 times the nominal respective location radius, regardless of the ratio between the nominal respective location radius and the circle diameter corresponding to the nominal light-carrying area.
Description



FIELD OF THE INVENTION

This invention relates generally to displacement sensing optical encoders, and more particularly to an optical encoder utilizing optical fibers as receiver elements to provide an ultra-compact high accuracy system.

BACKGROUND OF THE INVENTION

Various movement or position encoders for sensing linear, rotary or angular movement are currently available. These encoders are generally based on either optical systems, magnetic scales, inductive transducers, or capacitive transducers.

For optical encoders, a number of systems have been developed. One recent system utilizing fewer parts than most previous systems is disclosed in U.S. Pat. No. 5,909,283, to Eselun. The system described in the '283 patent has a grating scale and readhead including a point source (laser diode in readhead), a Ronchi grating or holographic element, and a photodetector array. As described, the point source results in interference fringes having a spacing equal to that of the scale. The interference fringe light is transmitted through the Ronchi grating or holographic element to the photodetector array. The photodetector array is arranged to derive four channels of quadrature signals from the transmitted fringe light. However, the resulting encoder is still of a size that is relatively large or prohibitive for a number of applications.

One system utilizing optical fibers as receivers is disclosed in U.S. Pat. No. 4,733,071, to Tokunaga. The system described in the '071 patent has a code member scale, and an optical sensor head comprising an optical fiber tip light emitter and two optical fiber tip receptors closely arranged along the code member measuring axis. The optical sensor head is rotated (yawed) to adjust phase difference between the two optical fiber tip receptors. However, the accuracy of the resulting encoder is relatively crude.

SUMMARY OF THE INVENTION

The present invention is directed to providing an encoder that overcomes the foregoing and other disadvantages. More specifically, the present invention is directed to an optical encoder that is of extremely small size while providing very high accuracy, in addition to having a number of other desirable features.

A fiber optic encoder readhead for sensing the displacement of a scale grating is disclosed. The readhead includes a light source for transmitting light to the scale grating and detector channels for receiving light from the scale grating. In accordance with one aspect of the invention, the detector channels of the encoder readhead are fiber optic detector channels. Electronic readhead receivers (photodetectors) such as disclosed in the '283 patent suffer limitations in converting the high frequency detector signals associated with high speed scale motion and transmitting those signals over long cables without significant signal loss or interference. In addition, electronic photodetectors and the associated circuit connections contribute to readheads that are too large for many potential encoder applications. It will be appreciated that the fiber optic detector channels of the present invention overcome these limitations.

In accordance with another aspect of the invention, the fiber optic encoder readhead detects the location of a scale grating image using multiple fiber optic detector channels having respective phase grating masks. Optical fiber tip receptors such as those disclosed in the '071 patent have insufficient spatial resolution for fine phase signal discrimination if they have a large diameter, and gather too little light to provide a good signal if they have a small diameter. Thus, their accuracy is limited. It will be appreciated that the fiber optic detector channels of the present invention overcome these and other limitations to provide high accuracy.

In accordance with another aspect of the invention, the scale grating image detected by the multiple fiber optic detector channels is a self-image, also known by other names such as a Talbot image, which provides for relatively robust alignment tolerances and high resolution.

In accordance with another aspect of the invention, the fiber optic encoder readhead is constructed according to a design relationship based on an input aperture size of the fiber optic detector channels, to insure reliable signals and enhanced accuracy.

In accordance with a separate aspect of the invention, the fiber optic detector channels are arranged in balanced pairs, to provide enhanced accuracy.

In accordance with a further aspect of the invention, 3 balanced pairs of fiber optic detector channels are signal processed in a manner that provides enhanced accuracy.

In accordance with a separate aspect of the invention, the light source is provided by an optical fiber, to provide an all-optical readhead, free of all limitations and costs associated with electronic assembly and electronic signals in an encoder readhead.

In accordance with a separate aspect of the invention, the various optical fibers of the fiber optic encoder are selected from various types such that the encoder measurement accuracy is relatively unaffected by bending of the fiber optic readhead cable.

In accordance with a separate aspect of the invention, various embodiments of the fiber optic encoder readhead are constructed in a particularly economical, accurate and compact manner.

In accordance with a separate aspect of the invention, the fiber optic encoder readhead is constructed such that it may be inserted into a standard commercially available fiber optic connector configuration.

In accordance with a separate aspect of the invention, a light deflecting element is provided to deflect the readhead light path between the basic readhead elements and the scale grating, such that the operable mounting orientation of the readhead relative to the scale is changed.

In accordance with separate aspect of the invention, in one embodiment a remote interface box is utilized that contains appropriate electronic light sources and photodetectors that interface with the fiber optics to and from one or more fiber optic readheads according to this invention, and converts received optical signals to a form suitable for further signal processing and readhead position determination.

Hence, the invention overcomes the disadvantages of prior art optical-displacement sensing devices and provides new application possibilities with an ultra-compact, highly accurate, economical and high speed configuration.

BRIEF DESCRIPTION OF THE DRAWINGS

The foregoing aspects and many of the attendant advantages of this invention will become more readily appreciated as the same become better understood by reference to the following detailed description, when taken in conjunction with the accompanying drawings, wherein:

FIG. 1 is an isometric view of a first generic embodiment of a fiber-optic receiver channel arrangement according to this invention;

FIG. 2 is an isometric view of a first generic embodiment of a self-imaging arrangement usable in various exemplary fiber optic readheads according to this invention;

FIG. 3 is an isometric view of a first generic embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 4 is an isometric view of a second generic embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 5 is a partly orthographic, partly isometric view of a third embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 6 shows an exemplary a receiver channel optical fiber usable according to this invention;

FIG. 7 shows an exemplary a light source optical fiber usable according to this invention;

FIG. 8 shows a block diagram including a remote electronic interface unit usable in conjunction with a fiber-optic readhead according to this invention;

FIG. 9 is a diagram showing representative signal to noise ratios that result for various receiver aperture diameters when the receiver aperture of a fiber optic detector channel is positioned at various radii from the center of an illumination field, for a fiber-optic readhead arrangement approximately corresponding to FIG. 3;

FIG. 10 is a partly orthographic, partly isometric view of a fourth embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 11 shows an exemplary phase mask element usable in various fiber-optic readhead arrangements according to this invention;

FIG. 12 shows a first exemplary embodiment of a fiber-optic readhead and cable according to this invention;

FIG. 13 is a diagram illustrating a yaw misalignment consideration relevant to various exemplary embodiments according to this invention;

FIG. 14 shows a fifth exemplary embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 15 shows a sixth exemplary embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 16 shows a seventh exemplary embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 17 shows an eighth exemplary embodiment of a fiber-optic readhead arrangement according to this invention;

FIG. 18 shows a ninth exemplary embodiment of a fiber-optic readhead arrangement according to this invention, which uses a source grating;

FIG. 19A shows an optical deflector usable in conjunction with various fiber-optic readheads according to this invention in a first orientation relative to a scale grating;

FIG. 19B shows an optical deflector usable in conjunction with various fiber-optic readheads according to this invention in a second orientation relative to exemplary scale gratings; and

FIG. 20 shows a mounting bracket and optical deflector usable in conjunction with various fiber-optic readheads according to this invention, arranged in a first orientation relative to a rotary scale grating.

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENT

FIG. 1 shows a first generic embodiment of a fiber-optic receiver channel arrangement 100 according to this invention. As shown in FIG. 1, the fiber-optic receiver channel arrangement 100 includes three fiber-optic receiver channels 190A, 190B and 190C. The fiber-optic receiver channel 190A includes a receiver channel aperture 110A, a phase mask 120A, and a receiver optical fiber 130A. Similarly, The fiber-optic receiver channel 190B includes a receiver channel aperture 110B, a phase mask 120B, and a receiver optical fiber 130. Similarly, The fiber-optic receiver channel 190C includes a receiver channel aperture 110C, a phase mask 120C, and a receiver optical fiber 130C.

For each fiber-optic receiver channel 190, the phase mask 120 includes a grating that completely covers the receiver channel aperture 110, acting as a spatial filter for incoming illumination. The receiver optical fiber 130 is aligned with the receiver channel aperture 110 such that nominally all illumination received by the receiver channel aperture 110 is channeled down the optical fiber 130 to provide an optical signal 191. In various exemplary embodiments the receiver channel aperture 110 is simply a flat end of the receiver optical fiber 130. In various other exemplary embodiments the receiver channel aperture 110 is a shaped end of the receiver optical fiber 130. In various other exemplary embodiments the receiver channel aperture 110 is a compact refractive or diffractive lens, which gathers the incoming illumination through the phase mask 120, concentrates the light, and directs the light to the end of the receiver optical fiber 130, which is aligned to receive the light efficiently. The receiver channel aperture 110, the phase mask 120 and the end of the receiver optical fiber 130 of each fiber-optic receiver channel 190 are fastened in a fixed relationship to each other by adhesives or other suitable methods.

In various exemplary embodiments according to this invention, the phase masks 120 are arranged in a coplanar arrangement which defines and/or coincides with a nominal receiving plane 160. Various exemplary embodiments of the phase masks 120, as well as their specific orientation and individual phase positions are described in detail further below. The location of the receiver channel apertures 110 is conveniently described with reference to a channel arrangement center 157 of the fiber-optic receiver channel arrangement 100. In various high accuracy optical fiber readhead embodiments according to this invention, the channel arrangement center 157 is positioned to coincide with the nominal center of any illumination field presented to the fiber-optic receiver channel arrangement 100, as described further below. The effective center of each respective receiver channel aperture 110A-110C is located at a respective location radius 140A-140C from the channel arrangement center 157, as shown in FIG. 1. The receiver aperture location radius is generically indicated as RAL herein. For purposes of this invention, in various embodiments where a receiver channel aperture 110 does not have an obvious geometric center, the effective center may be taken as the centroid of the aperture area.

Useful receiver aperture location radii 140, and aperture areas, may be determined according to the principles of this invention as discussed in detail with reference to FIGS. 9-12, below. In various exemplary embodiments the receiver channel apertures 110 are identical and their respective location radii 140 are identical. Generally, using identical fiber-optic receiver channels 190 in a fiber optic readhead according to this invention allows simpler construction, simpler signal processing and relatively higher measurement accuracy. However, more generally, the receiver channel apertures 110 and/or their respective location radii 140 need not be identical in various exemplary embodiments according to this invention.

The fiber-optic receiver channels 190 are generally arranged in a fixed relationship to each other. In particular, the gratings of the phase masks 120 of each fiber-optic receiver channel 190 are nominally coplanar and are fixed in a particular spatial phase relationship with respect to one another in the receiving plane 160. In various exemplary embodiments the phase masks 120 are fixed in a particular spatial phase relationship by fabricating them on a single mask substrate, as described further below. Exemplary assembly pieces and methods are discussed in detail further below.

FIG. 2 shows a first generic embodiment of a self-imaging arrangement 200 usable in various exemplary fiber optic readheads according to this invention. The basic principle of self-images, also known as Talbot images, is well known and is not described in detail here. One classic analysis is presented in the paper by Cowley, J. M., and Moodie, A. F., 1957, Proc. Phys. Soc. B, 70, 486, which is incorporated herein by reference. The self-imaging arrangement 200 includes a light source 280 and a scale grating 80, separated by a source gap 284. The dimension of the source gap is generally indicated as either zs or, if the source gap 284 and an image gap 285 are the same, as z herein. The scale grating 80 is aligned along a measuring axis 82 and includes grating elements or bars extending perpendicular to the measuring axis 82, as indicated by vertical lines in an illumination spot 253. The grating elements or bars are arranged periodically along the measuring axis 82 according to a grating period 81, generally indicated herein as the grating period or grating pitch Pg.

The X, Y and Z axes shown in FIG. 2 may be defined with reference to the plane of the scale grating 80. The X axis is parallel to the plane of the scale grating 80 and to the measuring axis 82. The X-Y plane is parallel to the plane of the scale grating 80 and the Z axis is perpendicular to that plane.

In the generic self-imaging arrangement 200 the light source 280 emits a source light 250 generally along a source light axis 251. The source light is generally monochromatic or quasi-monochromatic and has a nominal wavelength λ. The source light 250 generally diverges at a divergence half-angle 252. The source light 250 travels over a distance equal to a source gap 284 and illuminates the scale grating 80 at an illumination spot 253 and is reflected as scale light 254 generally along a scale light axis 255. In the embodiment shown in FIG. 2, the source light axis 251 and the scale light axis 255 are parallel to the Z axis and mutually coincide. The scale light 254 travels over a distance equal to the image gap 285 to a self-image plane 265. The dimension of the image gap is generally indicated as z herein. In a self image plane 265, the scale light 254 provides an illumination field 256 including a self-image 266. The illumination field 256 has an illumination field center 257 and a nominal illumination field radius 258. The self-image 266 is an image consisting of light and dark stripes, each extending perpendicular to the measuring axis 82. The light and dark stripes are periodic in the direction parallel to the measuring axis 82 according to a self-image period 83, generally indicated herein as the self-image period or self-image pitch Psi.

In the self-imaging arrangement 200, the self-image plane 226 is parallel to the plane of the scale grating 80. It should be appreciated that self-images are localized in space at a particular set of self-image planes. When the light source 280 is effectively a point source, and the arrangement is approximately as shown in FIG. 2, the self-image conditions for usable the self-image planes, including both "in phase" images and "reverse images" are: ##EQU1##

and for the magnification of the image pitch Psi relative to the grating pitch Pg: ##EQU2##

where:

ν=0, 1, 2, . . .

zs is the source gap;

z is the image gap; and

λ is the wavelength of the source light.

Thus, for the configuration shown in FIG. 2, with z=zs usable self-image planes are located at integer multiples of 2Pg2/λ and the pitch Psi will be twice the grating pitch Pg.

It should be appreciated that there are also images generally known as Fresnel images located at planes between the self-image planes. So long as the pitch of the phase masks 120 are adjusted to match the pitch of a chosen Fresnel image, Fresnel images may be used as self-images according to the principles of this invention and are encompassed within the term self-image as used herein. The characteristics of Fresnel images can be understood and applied with reference the article by Krzysztof Patorski, The Self-Imaging Phenomenon and Its Applications, Progress in Optics, ed. E. Wolf, 27, 3-108, North Holland, Amsterdam 1989.

In various other embodiments according to this invention, the scale grating 80 is a reflective phase grating type scale specifically constructed such that the 0th order reflection from the scale is suppressed. While the self-images of a phase grating are not usable for an encoder, other usable images are available that give stronger signal than available with an amplitude grating such as that in the analysis above. It should be appreciated that for such embodiments, the location of the usable images deviates from the location of the self-images in the analysis above. The distance between the best usable image planes will remain the same as analyzed above, except there will be a certain additional offset in the gap between the scale and the first usable image plane of half the distance between usable image planes. For instance, a phase grating of 20 micron period with source wavelength 780 nm in a reflective configuration with z=zs will have usable image planes (with successively opposing phases) at nominal gaps of z=0.513+ν*1.026 mm, ν=1,2,3 . . . , neglecting possible offsets from mask and scale substrate thicknesses. The offset required to adjust the gap for best operation may easily determined experimentally by observing the fiber optic receiver channel signals at various operating gaps. Alternatively, appropriate analysis or simulation may be used to determ


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