Position-measuring device able to monitor deviations from a setpoint behavior and method for operating the position-measuring device

• US 10,197,388 B2
• Filed: 05/08/2013
• Issued: 02/05/2019
• Est. Priority Date: 05/08/2012
• Status: Active Grant

• Current Assignee: Dr. Johannes Heidenhain GmbH
• Original Assignee: Dr. Johannes Heidenhain GmbH
• Inventors: Mayer, Elmar, Frese, Daniel
• Primary Examiner(s): Prieto, Violeta A
• Application Number:
  US13/889,645
• Publication Number:
  US 20130301059A1
• Time in Patent Office: 2,099 Days
• CPC Class Codes: G01B 11/26 for measuring angles or tapers; for testing the alignment of axes
• CPC Class Codes: G01D 3/08 with provision for safeguarding the apparatus, e.g. against abnormal operation, against breakdown
• CPC Class Codes: G01D 5/24457 Failure detection
• CPC Class Codes: G01D 5/3473 Circular or rotary encoders

Abstract

A position-measuring device includes a measuring standard, a scanning unit, and a rotary bearing by which the measuring standard or the scanning unit is rotationally mounted. The measuring standard and the scanning unit are rotatable in relation to each other. The scanning unit generates output signals, on the basis of which a rotary angle associated with the relative motion of the measuring standard and the scanning unit is able to be determined. A monitoring device monitors the rotary bearing for the occurrence of bearing faults and is adapted to detect and analyze at least one measured variable for a plurality of different relative positions of the measuring standard in relation to the scanning unit, in order to determine deviations from a setpoint behavior of the measured variables on the basis of the measured variable detected for a plurality of relative positions.

Claims

1. A position-measuring device, comprising:

a measuring standard;

an optical scanner unit adapted to scan the measuring standard for position-determination;

a rotary bearing, the measuring standard and the optical scanner unit being rotatable in relation to each other via the rotary bearing when the position-measuring device is in operation, the optical scanner unit adapted to generate output signals, on which an angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable; and

a monitor device adapted to monitor the rotary bearing for occurrence of bearing faults by detection and analysis of (a) an amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and/or (b) a phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of a plurality of different, specific relative positions of the measuring standard in relation to a detector device of the optical scanner unit during a revolution, by comparing (a) the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and/or (b) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of the specific relative positions to a respective setpoint value for each specific relative position, the monitor device adapted to determine a bearing fault based on the detection, analysis, and comparison;

wherein (a) the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and/or (b) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, constitutes a measured variable.

2. The position-measuring device according to claim 1, further comprising a memory assigned to the monitor device and adapted to store the measured variable detected for different relative positions of the measuring standard in relation to the optical scanner unit.

3. The position-measuring device according to claim 1, wherein the measured variable is detected at a plurality of locations of the measuring standard.

4. The position-measuring device according to claim 3, wherein the locations of the measuring standard at which the measured variable is detected in each case are formed by segments of the measuring standard.

5. The position-measuring device according to claim 3, wherein the locations of the measuring standard at which the measured variable is detected in each case are distributed on the measuring standard in axially symmetric manner.

6. The position-measuring device according to claim 3, wherein for each location of the measuring standard at which the examined measured variable is detected, a diametrically opposed location of the measuring standard is provided, at which the examined measured variable is detected as well, diametrically opposed locations of the measuring standard being able to be transferred into each other by a 180°

rotation.

7. The position-measuring device according to claim 4, wherein an average value of the measured variable for a particular segment of the measuring standard is utilized as representative of the examined measured variable.

8. The position measuring device according to claim 1, wherein the monitor device is adapted to analyze variations of the examined measured variable as a function of the relative position of the measuring standard in relation to the optical scanner unit.

9. The position-measuring device according to claim 8, wherein for the analysis, the examined measured variable is checked for periodicity.

10. The position-measuring device according to claim 8, wherein for the analysis, the examined measured variable is monitored for deviations from an average value that results when averaging the examined measured variable across a maximally possible relative movement of the measuring standard and the optical scanner unit of up to 360°

.

14. The position-measuring device according to claim 2, wherein the monitor device is adapted to analyze variations of the examined measured variable as a function of the relative position of the measuring standard in relation to the optical scanner unit.

16. The position-measuring device according to claim 1, wherein errors in the angle of rotation determined based on the output signals of the optical scanner unit are correctable based on the comparison of the measured variable and the setpoint value.

18. The position-measuring device according to claim 1, wherein the monitor device is adapted to distinguish between a bearing fault and contamination of the measuring standard.

19. The position-measuring device according to claim 18, wherein the monitor device is adapted to detect the bearing fault based on a periodicity of the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, within one full rotation of the measuring standard and the optical scanner unit and to detect the contamination of the measuring standard based on a lack of periodicity of the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, within one full rotation of the measuring standard and the optical scanner unit.

11. A method for operating a position-measuring device, comprising:

scanning a measuring standard by an optical scanner unit for a position measurement while the measuring standard and the optical scanner unit are rotated with respect to each other by a rotary bearing;

checking the rotary bearing for bearing faults by a monitor device while the position-measuring device is in operation;

detecting and analyzing, by the monitor device, (a) an amplitude of output signals of the optical scanner unit, on which an angle of rotation associated with relative movement of the measuring standard and the optical scanner unit is determinable, and/or (b) a phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of a plurality of different, specific relative positions of the measuring standard in relation to a detection device of the optical scanner unit during a revolution, by comparing (a) the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and/or (b) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of the specific relative positions to a respective setpoint value for each specific relative position; and

determining a bearing fault based on the detecting, analyzing, and comparing;

wherein (a) the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and/or (b) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, constitutes a measured variable.

12. The method according to claim 11, wherein the measured variable is detected for a plurality of different, specific relative positions of the measuring standard in relation to a detection device of the optical scanner unit, a rotary motion of the measuring standard in relation to the optical scanner unit taking place.

13. The method according to claim 11, further comprising recording the measured variable for a plurality of different, specific relative positions of the measuring standard in relation to a detection device of the optical scanner unit, the detection device including a plurality of detector elements which are set apart from each other along the measuring standard, to thereby determine the measured variable at different locations of the measuring standard.

15. The method according to claim 13, wherein the measured variable is detected for the plurality of different relative positions of the measuring standard in relation to the detection device of the optical scanner unit, a rotary motion of the measuring standard in relation to the optical scanner unit taking place.

17. The method according to claim 13, further comprising correcting errors in the position measurement based on the comparison of the measured variable and the setpoint value.

20. The method according to claim 11, further comprising distinguishing, by the monitor device, between a bearing fault and contamination of the measuring standard.

21. The method according to claim 20, wherein the distinguishing between the bearing fault and the contamination of the measuring standard includes detecting the bearing fault based on a periodicity of the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, within one full rotation of the measuring standard and the optical scanner unit and detecting the contamination of the measuring standard based on a lack of periodicity of the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, within one full rotation of the measuring standard and the optical scanner unit.

22. A position-measuring device, comprising:

a measuring standard;

an optical scanner unit adapted to scan the measuring standard for position-determination;

a rotary bearing, the measuring standard and the optical scanner unit being rotatable in relation to each other via the rotary bearing when the position-measuring device is in operation, the optical scanner unit adapted to generate output signals, on which an angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable; and

a monitor device adapted to monitor the rotary bearing for occurrence of bearing faults by detection and analysis of at least a phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of a plurality of different, specific relative positions of the measuring standard in relation to a detector device of the optical scanner unit during a revolution, by comparing the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of the specific relative positions to a respective setpoint value for each specific relative position, the monitor device adapted to determine a bearing fault based on the detection, analysis, and comparison.

23. The position-measuring device according to claim 22, wherein the monitor device is adapted to monitor the rotary bearing for occurrence of bearing faults by detection and analysis of (a) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and (b) an amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, for the plurality of different, specific relative positions of the measuring standard in relation to the detector device of the optical scanner unit, by comparing (a) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and (b) the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each specific relative position to the setpoint value for each specific relative position.

24. A method for operating a position-measuring device, comprising:

scanning a measuring standard by an optical scanner unit for a position measurement while the measuring standard and the optical scanner unit are rotated with respect to each other by a rotary bearing;

checking the rotary bearing for bearing faults by a monitor device while the position-measuring device is in operation;

detecting and analyzing, by the monitor device, at least a phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of a plurality of different, specific relative positions of the measuring standard in relation to a detection device of the optical scanner unit during a revolution, by comparing the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each of the specific relative positions to a respective setpoint value for each specific relative position; and

determining a bearing fault based on the detecting, analyzing, and comparing.

25. The method according to claim 24, wherein the detecting and analyzing includes detecting and analyzing, by the monitor device, (a) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and (b) an amplitude of output signals of the optical scanner unit, on which the angle of rotation associated with relative movement of the measuring standard and the optical scanner unit is determinable, for the plurality of different, specific relative positions of the measuring standard in relation to the detection device of the optical scanner unit, by comparing (a) the phase of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, and (b) the amplitude of the output signals of the optical scanner unit, on which the angle of rotation associated with the relative movement of the measuring standard and the optical scanner unit is determinable, at each specific relative position to the setpoint value for each specific relative position.