Electronic compass

• US 5,850,624 A
• Filed: 10/18/1995
• Issued: 12/15/1998
• Est. Priority Date: 10/18/1995
• Status: Expired due to Term

• Current Assignee: Charles Machine Works Incorporated The
• Original Assignee: Charles Machine Works Incorporated The
• Inventors: Gard, Michael F., Jin, Jian, Wisehart, John C.
• Primary Examiner(s): Barlow, Jr., John E.
• Assistant Examiner(s): VO, HIEN XUAN
• Application Number:
  US08/544,940
• Time in Patent Office: 1,154 Days
• Field of Search: 364/559, 364/453, 364/571.03, 364/571.06, 33/355 R, 33/361, 33/324, 33/304, 33/356, 33/302, 33/313, 33/312, 33/301, 74/5 R-5 F, 74/5.46, 74/5.9, 74/5.7, 74/5.8, 73/151, 702/92, 702/94, 702/150
• US Class Current: 702/92
• CPC Class Codes: E21B 47/022 of the borehole, e.g. using geomagnetism
• CPC Class Codes: G01R 33/0206 Three-component magnetometers

Abstract

An electronic compass (10) for use in a boring tool (12) which will provide an orientation of the boring tool relative to the earth'"'"'s magnetic field. In addition, a more straightforward left or right deviation from an initial bearing can be determined. The invention can correct for pitch angle and roll angle variation as well. The magnetic field is sensed by an axial magnetic field (12), a radial magnetic field sensor (18) and a plane-normal magnetic sensor (24) which are preferably magnetoresistive sensors.

Claims

1. An electronic compass providing a directional bearing, comprising:

a base for mounting thereto in a mutually orthogonal relationship, a first, second and third magnetic field sensor, said first and second magnetic field sensors arranged for measuring respectively orthogonal magnetic field components in a plane associated with the electronic compass;

said third magnetic field sensor arranged for measuring a magnetic component of the magnetic field orthogonal to the plane determined by the first and second sensors;

a roll sensor for sensing angular roll orientations of said electronic compass about an axis aligned in a direction of intended travel and for providing output roll angle data; and

a programmed processor for calculating a vertical magnetic field component in conjunction with the measured magnetic field components of the first and second magnetic field sensors and programmed for reprojecting the measured first and second magnetic field components onto a reference plane using said roll angle data to thereby remove effects of roll orientations of the electronic compass on the measured magnetic field components.

2. The electronic compass of claim 1, wherein the processor is programmed to carry out a dot product of measured magnetic field components with respect to dimensional magnetic vectors of a three-dimensional coordinate system.

3. The electronic compass of claim 2, wherein the processor is programmed to carry out said dot products with respect to a pair of three-dimensional coordinate systems, where one coordinate system is rotated about a common axis with respect to the second coordinate system.

4. The electronic compass of claim 3, wherein said pair of coordinate systems have respective axes (X, Y, Z) and (U, V, W) and where the earth'"'"'s magnetic field components are g₁, g₂ and g₃ in the first coordinate system and g₁ *, g₂ * and g₃ * are the magnetic field components in the second coordinate system, and wherein said processor is programmed to carry out the calculations:

space="preserve" listing-type="equation">g.sub.1 =g.sub.1 *x·

u·

+g.sub.2 *x·

v+g.sub.3 *x·

w

space="preserve" listing-type="equation">g.sub.2 =g.sub.1 *y·

u+g.sub.2 *y·

v+g.sub.3 *y·

w

space="preserve" listing-type="equation">g.sub.3 =g.sub.1 *z·

u+g.sub.2 *z+v+g.sub.3 *z·

w.

5. The electronic compass of claim 4, wherein said processor is programmed to carry out the following calculations:

space="preserve" listing-type="equation">g.sub.1 =g.sub.1 *

space="preserve" listing-type="equation">g.sub.2 =g.sub.2 *cos(Φ

)-g.sub.3 *sin(Φ

)

space="preserve" listing-type="equation">g.sub.3 =g.sub.2 *sin(Φ

)+g.sub.3 *cos(Φ

)

where Φ

is a pitch angle of a base of the electronic compass with respect to the reference plane.

6. The electronic compass of claim 4, wherein said process is programmed to carry out the following calculations:

space="preserve" listing-type="equation">g.sub.1 =g.sub.1 *cos(γ

)-g.sub.3 *sin(γ

)

space="preserve" listing-type="equation">g.sub.2 =g.sub.2 *

space="preserve" listing-type="equation">g.sub.3 =g.sub.1 *sin(γ

)+g.sub.3 *cos(γ

)

where γ

is a non-zero roll angle of the base of the electronic compass with respect to a reference plane.

7. The electronic compass of claim 1, wherein said processor is programmed to calculate an original directional bearing of the electronic compass using the first, second and third measured magnetic field components, and thereafter to calculate a deviation of the electronic compass from the original directional bearing, by calculating:

space="preserve" listing-type="equation">β

=tan.sup.-1 H.sub.A (INIT)H.sub.R (NEW)-H.sub.A (NEW)H.sub.R (INIT)/H.sub.A (INIT)H.sub.A (NEW)+H.sub.R (INIT)H.sub.R (NEW)!

where β

is the deviation from the original bearing to be periodically determined,

H_A and H_R are respective axial and radial magnetic field component measurements, respectively, corrected to the reference plane; and

INIT is an original measurement at a beginning; and

NEW is a series of subsequent measurements.

8. The electronic compass of claim 7, wherein said processor is programmed to carry out said deviation using an arctangent function.

9. The electronic compass of claim 8, wherein said processor is programmed to carry out arctangent functions using a polynomial approximation.

10. The electronic compass of claim 9, wherein said processor is programmed to calculate said polynomial approximation to obtain a direct result in degrees.

11. The electronic compass of claim 8, wherein said processor is programmed to carry out said arctangent function using a first order linear equation.

12. The electronic compass of claim 8, wherein said processor is programmed to periodically determine the directional bearing and accumulate tangents of the bearing deviation from a desired directional bearing.

13. The electronic compass of claim 12, wherein said processor is programmed to calculate and display accumulated tangents of the bearing deviation from the desired directional bearing.

14. The electronic compass of claim 1, wherein said processor i programmed to select between an arcsine and an arccosine function in determining a directional bearing.

15. The electronic compass of claim 1, wherein said first, second and third magnetic field sensors comprise magnetoresistive sensors.

16. The electronic compass of claim 15, further including a pitch sensor for sensing angular deviations of pitch of said electronic compass from the reference plane.

17. The electronic compass of claim 16, wherein said roll and pitch sensors comprise accelerometers.

18. The electronic compass of claim 1, wherein said roll sensor comprises a pair of roll sensors mounted orthogonally to each other to provide increased sensitivity to roll angle determinations.

19. The electronic compass of claim 18, wherein said processor is programmed to selectively utilize measurements from one or another of said pair of roll sensors as a function of instantaneous angular roll positions of the electronic compass.

20. The electronic compass of claim 16, wherein said pitch angle sensor comprises a ferrofluid sensor.

21. The electronic compass of claim 1, wherein said processor is programmed to correct sensor measurement data by using predefined offset compensation parameter data stored in a memory.

22. The electronic compass of claim 1, wherein said processor is programmed to correct sensor measurement data by using predefined gain variation data stored in a memory.

67. The electronic compass of claim 1, further including only a single set of said first, second and third magnetic field sensors for providing data to said programmed processor.

68. The electronic compass of claim 1, wherein said processor is programmed to dynamically obtain magnetic field component measurement information and make corrections thereto based on the output roll angle data.

69. The electronic compass of claim 1, wherein said first, second and third magnetic field sensors are fixed to prevent relevant movement therebetween.

70. The electronic compass of claim 16, wherein said first, second and third magnetic field sensors and said roll sensor and said pitch sensor are fixed to prevent relevant movement therebetween.

23. A method of calculating a directional bearing of a movable object using an electronic compass, comprising the steps of:

mounting the electronic compass to the object;

fixing an axial component magnetic field sensor and radial component magnetic field sensor orthogonally with respect to each other so as to prevent relative movement of said sensors;

mounting a pitch angle sensor and a roll angle sensor orthogonally with respect to each other;

mounting a processor and memory for receiving magnetic field measurement data, angular roll data and angular pitch data from the respective sensors; and

programming the processor to process the magnetic field measurement data and the angular roll and pitch data to provide an output defining compass rose indications of directional bearing.

24. The method of claim 23, further including programming the processor to carry out arctangent calculations on the magnetic field measurement data.

25. The method of claim 23, farther including programming the processor to carry out calculations to reproject axial and radial magnetic field measurement data onto a reference plane using the plane-normal magnetic field measurement data.

26. The method of claim 25, further including programming said processor to carry out calculations for rotating a first coordinate system associated with the electronic compass with respect to a second coordinate system according to an angle computation algorithm.

27. The method of claim 26, further including programming the processor to calculate an arctangent function and using said coordinate system rotation to thereby result in angular data between about -45 degrees and about +45 degrees.

28. The method of claim 26, further comprising the step of selecting between a pair of coordinate systems at a predetermined angle relative to each other to insure that the angle calculated is within the range of about -45°

to about +45°

.

29. The method of claim 26, further comprising the step of storing in a memory a record of the first magnetic field component through at least one full rotation about an axis of rotation in a horizontal plane, and averaging the measured first magnetic field component at two points 180°

apart about the axis of rotation to eliminate effects of pitch angle on the measurement.

30. The method of claim 29, further comprising the step of storing the measurement of the second magnetic field component for at least one complete rotation about the axis of rotation in a horizontal plane simultaneously with the recording of the first magnetic field component and determining a point in time when the influence of the pitch angle on the first magnetic field component is effectively zero, and calculating the second magnetic field component independent of the pitch angle by calculating the sine of the angle between the predetermined point in time and the angle of next succeeding maximum second magnetic field component.

31. The method of claim 23, further including computing a deviation of the electronic compass from an initial directional bearing without computing an actual directional bearing subsequent to the initial directional bearing.

32. An electronic compass, comprising:

a radial, axial and plane-normal magnetic field component sensor, each mounted orthogonal to each other to measure respective X, Y and Z magnetic field components of the earth'"'"'s magnetic field;

a roll angle sensor fixed in a predefined orientation with respect to said magnetic field component sensors, for measuring roll angle displacements of the electronic compass with respect to a reference plane;

a pitch angle sensor for measuring pitch angles of the electronic compass with respect to the reference plane;

an AID converter for converting analog measurements of the sensors to respective digital data; and

a programmed processor for receiving the digital data and for processing the measured magnetic field components to correct for angular pitch and roll displacements of said electronic compass from the reference plane, and for providing output indications of directional bearing from 0-360 degrees of a compass rose.

33. The electronic compass of claim 32, wherein said processor is programmed to process radial and axial magnetic fields as measured by the respective radial and axial sensors, and reproject the measured radial and axial magnetic field components onto a reference plane, and programmed to process the magnetic field components reprojected on the reference plane to determining a magnetic bearing that is corrected for said pitch and roll displacement of the magnetic compass.

34. The electronic compass of claim 32, wherein said magnetic field component sensors each comprise a magnetoresistive bridge sensor.

35. The electronic compass of claim 32, wherein said radial magnetic sensor and said roll angle sensor are mounted with coaxial sensitivity axes.

36. The electronic compass of claim 32, wherein the roll angle and the pitch angle sensors comprise accelerometers.

37. The electronic compass of claim 32, wherein said pitch angle sensor comprises a ferrofluid pitch sensor having a container partially filled with a ferrofluid and a pair of electromagnetic coils disposed around the container for sensing pitch angles of the electronic compass that are independent of roll angles thereof.

38. The electronic compass of claim 32, further including in combination an underground boring tool to which said electronic compass is fixed.

39. The electronic compass of claim 32, further including in combination a passenger vehicle to which said electronic compass is fixed.

40. The electronic compass of claim 32, wherein said processor is programmed to provide output indications of deviation from a desired path of travel of the electronic compass.

41. The electronic compass of claim 32, wherein said processor comprises an integer arithmetic processor programmed to carry out an algorithm for calculating arctangent functions.

42. The electronic compass of claim 32, wherein said roll angle sensor comprises a pair of sensors orthogonally mounted with respect to each other, and said processor is programmed to selectively sample roll angle measurements of said pair of sensors as a function of the roll angle displacement of the electronic compass about an axis of rotation.

43. An electronic compass, comprising:

a circuit board for mounting thereto electronic components;

an axial, radial and plane-normal magnetoresistive sensor mounted to said circuit board, each said sensor mounted with a magnetic sensitive axis thereof orthogonal to each other according to a three-axis coordinate system, said sensors each providing respective output axial, radial and plane-normal analog signals representative of a magnetic field component associated with a respective axis of the coordinate system;

a roll sensor mounted to said circuit board and responsive to roll orientations of angular movement of the electronic compass about an axis of the circuit board, said roll sensor providing output indications of the extent of roll of said electronic compass;

an analog-to-digital (A/D) converter for converting output analog signals of said magnetoresistive sensors and said roll sensor, and providing corresponding output digital signals; and

a processor for receiving the digital signals from the A/D converter and programmed to calculate an axial, radial and plane-normal magnetic field component of an external magnetic field with respect to the coordinate system, and programmed to reproject the axial, radial and plane-normal components of the coordinate system into another three-axis coordinate system using output indications of said roll sensor, and programmed to determine a directional bearing of the electronic compass with respect to said external magnetic field.

44. The electronic compass of claim 43, further including a pitch sensor mounted to said circuit board and responsive to pitch orientations of angular movements of the electronic compass about an axis of said circuit board.

45. The electronic compass of claim 43, wherein said axial;

radial and plane-normal magnetoresistive sensors are each fixed to said circuit board so as to be prevented from movement with respective to each other.

46. The electronic compass of claim 43, further including a sorting program utilized by said processor for sequentially selecting between one said magnetic sensor and another said magnetic sensor an output thereof as a function of a respective angular position of one said sensor and the other sensor.

47. The electronic compass of claim 43, further including a program utilized by said processor for calculating a deviation of the electronic compass from a desired path by periodically accumulating tangents of bearing deviations from an intended path.

48. The electronic compass of claim 47, further including a program utilized by said processor for calculating an initial magnetic bearing and thereafter accumulating subsequent tangents of bearing deviations as a function of said initial magnetic bearing.

49. A method of constructing an electronic compass for underground boring, comprising the steps of:

mounting a magnetoresistive magnetic field measuring arrangement including an axial, a radial and a plane-normal magnetic field sensor so that a respective sensitive axis thereof is orthogonal to each other and corresponds to a three-axis coordinate system associated with the electronic compass;

mounting a roll measuring sensor to said magnetic field measuring arrangement;

fixing the magnetic field measuring arrangement to an underground boring tool so that the magnetic field measuring arrangement undergoes the same linear and angular movements as does said boring tool;

coupling an analog-to-digital (A/D) converter to said magnetoresistive sensor arrangement and to said roll sensor to convert analog signals to corresponding digital signals, and

programming a processor to process the digital signals to determine a first directional bearing as a function of the radial and axial magnetoresistive sensors, and processing the digital signals of the plane-normal magnetoresistive sensor and the roll measuring sensor to provide a second directional bearing corrected for effects of a roll angle of the boring tool that is different from a reference roll angle.

50. The method of claim 49, further including a pitch measuring sensor for measuring a pitch angle of the boring tool that is different from a reference pitch angle, converting analog pitch angle signals to corresponding digital signals, and further including programming said processor to process the first directional bearing with the pitch angle digital signals to provide said second directional bearing corrected for a pitch angle of the boring tool that is different from the reference pitch angle.

51. The method of claim 49, further including programming said processor so that measured radial and axial magnetic field components are reprojected onto a reference plane by carrying out a mathematical algorithm.

52. The method of claim 49, further including programming the processor with a program to select the signals from one of two of said magnetoresistive sensors during rotation of said boring tool about an axis to optimize accuracy of the electronic compass.

53. The method of claim 49, further including mounting a plurality of sensors for measuring roll angles of the boring tool, and alternately selecting said roll angle sensors as a function of an angular position of the boring tool and processing the output signals of the selected roll angle sensor to optimize accuracy of the electronic compass.

54. The method of claim 49, further including programming the processor with software for determining a deviation of the boring tool from an intended path, and providing outputs of the boring tool indicating said deviation.

55. The method of claim 54, further including programming said processor to determine an initial directional bearing and thereafter summing at periodic intervals the tangents of deviations of the boring tool from the intended path.

56. The method of claim 55, further including programming the processor to provide outputs of deviation to an operator of the boring tool.

57. The method of claim 55, further including programming the processor to compare an initial bearing direction with the summed deviation and providing output signals for correcting the directional movement of the boring tool to thereby allow the tool to follow the intended path.

58. A method of measuring deviation of an object from an intended path using an electronic compass, comprising the steps of:

storing in a memory of the electronic compass a parameter of an intended path indicating a desired directional bearing;

measuring at periodic times during movement of the object a deviation of the object from the intended path;

processing the measured deviation at the periodic times and summing the measured deviations; and

comparing the summed deviations with the stored parameter and providing output signals for indicating deviation of the object from said intended path.

59. The method of claim 58, further including measuring a radial magnetic field component and an axial magnetic field component of the intended path and calculating an intended directional bearing and correcting the calculated directional bearing to a reference plane and storing the corrected intended bearing as said parameter.

60. The method of claim 59, further including correcting the calculated intended directional bearing for at least one of a roll or a pitch difference from the reference plane.

61. The method of claim 58, further including calculating the intended path only once at an initial position of the object at a start of the intended path, and not thereafter during traversal of the intended path.

62. The method of claim 58, further including calculating β

by processing measured deviation parameters according to;

##EQU9## where H_A defines a measured axial magnetic field, H_R defines a measured radial magnetic field, (NEW) defines H_A and H_R measurements taken during traversal of the intended path, and

(INITIAL) defines initial measurements of H_A and H_R taken at a start position of the intended path.

63. The method of claim 62, further including summing bearing deviations along traversal of the actual path of the object by calculating:

##EQU10## where Δ

_i is the tangent of the measured angular deviation at each said periodic time, and

where a difference of the summation from zero indicates the extent of the accumulated lateral deviation.

64. The method of claim 58, further including measuring a vertical deviation of the object from an intended path.

65. The method of claim 62, wherein said deviation defines a lateral deviation from said intended path, and further including measuring a vertical deviation from said intended path.

66. The method of claim 64, further including providing an indication to an operator of the object of the horizontal deviation and the vertical deviation from the intended path.

72. A method of providing a directional bearing using an electronic compass, comprising the steps of:

mounting axial, radial and plane-normal magnetic field sensors so as to be immovable with respect to each other and undergo the same movements as said electronic compass;

providing a pitch and roll sensor with said electronic compass to sense pitch and roll movements of said electronic compass from respective zero-pitch and zero-roll references;

programming a processor with an algorithm to process axial, radial and plane-normal magnetic field data as measured by said axial, radial and plane-normal magnetic field sensors;

programming said processor to reproject measured axial and radial magnetic field components onto a reference plane when said electronic compass experiences an orientation departing from said zero-pitch and zero-roll references; and

processing reprojected axial magnetic field and reprojected radial magnetic field component data according to a programmed algorithm to provide a directional bearing corrected for any departure of movements of said electronic compass from said zero-pitch or zero-roll references.

71. The method of claim 74, further including fixing the radial and axial magnetic field sensors to prevent any movement thereof with respect to said underground boring tool.

73. The method of claim 72, further including programming said processor to calculate deviations of said electronic compass from an intended directional bearing and provide output indications thereof.

74. The method of claim 72, further including providing only five sensors, each to measure a respective axial, radial, plane-normal, magnetic field component and respective roll and pitch orientations of said electronic compass.