Rotary encoders: what they are and main types

  • There are two main types of encoders: incremental and absolute, each with unique characteristics for different applications.
  • Optical, magnetic and capacitive encoders are the main technologies used to detect angular movements.
  • The use of communication protocols such as SSI and BISS allows for efficient and accurate transmission of data generated by rotary encoders.

rotary encoder

If you've ever been curious about how position, velocity, or direction is measured in mechanical or electronic systems, you've probably come across the concept of rotary encoders. These devices are essential in industrial applications, automobiles, electronic devices and even robotics. Its ability to transform mechanical movements into electrical signals makes them key components for any control system. But what exactly are they and what types exist? Let's explore this fascinating topic in a comprehensive and detailed manner.

Un rotary encoder, also known as encoder, is an electromechanical device that converts the rotary motion of a shaft into electrical signals. These signals can be interpreted by electronic systems for tasks such as calculating angular position, rotational speed, and shaft direction. Depending on its design, an encoder can provide relative or absolute measurements, and its implementation varies depending on the application. specific needs of the application.

What types of rotary encoders are there?

Rotary encoders are mainly classified into two types: absolute and incremental. Both variants have their own characteristics and applications, which we explore below.

Incremental encoders

Incremental encoders provide information based on relative position change. Each rotation of the shaft generates a series of electrical pulses. By analyzing these pulses, the motion, direction, and distance traveled can be determined. However, these encoders do not remember the posición where they were in the event of a power failure. This makes them an economical and effective option for measuring relative displacements, but less suitable if absolute position information is required from start-up.

To interpret the data of a incremental encoder, two output channels known as "A" and "B" are used, which are 90 degrees out of phase with each other. This phase shift also allows identify the direction of motion, which is critical for applications requiring bidirectional control.

Absolute encoders

Absolute encoders are capable of assigning a single, digital value to each angular position of the shaft. This means that even if power is cut off, the encoder retains position information and provides it immediately upon power restoration. This makes them especially valuable in industrial environments, where the precision and reliability are essential.

These devices typically employ different output methods, such as binary codes or the Gray code, to avoid errors during transitions. In addition, they can offer functionalities such as multiturn, which allows measuring both the position within a complete turn and the number of turns made.

How do rotary encoders work?

The basic principle of a rotary encoder is the detection of the motion of a rotating shaft. Depending on the type, this movement is converted into electrical signals using various technologies:

  • Optical encoders: They use a perforated disk and a light source. As the disk rotates, light passes through the perforations and is detected by photoelectric sensors. Depending on the position of the shaft, specific patterns of electrical signals are generated.
  • Magnetic encoders: They incorporate a magnetic disk that rotates in front of a Hall effect or magneto-resistive sensor. These sensors detect changes in the magnetic field and convert them into electrical signals.
  • Capacitive encoders: They measure changes in capacitance caused by shaft movement. They are ideal for applications requiring high precision and resistance to adverse environmental conditions.

The output of these devices can be analog or digital, depending on the specific application. In practical applications, the data generated by the encoder is sent to a controller or microprocessor that interprets the signals and uses them for tasks such as control of posición or speed.

Practical applications of rotary encoders

Rotary encoders are essential components in a wide variety of industries. Some examples of applications include:

  • Industrial control systems: CNC machines, industrial robots and automation processes.
  • Automotive: Steering monitoring and assistance systems in modern vehicles.
  • Appliances: Timer controls and rotary knobs.
  • Robotics: Precise motion tracking in robotic arms and autonomous systems.

Advantages of using absolute and incremental encoders

Each type of encoder has unique advantages that make it suitable for specific situations:

  • Absolute encoders: They stand out for offering greater precision in critical applications, position retention after power loss and easier integration into multi-axis systems.
  • Incremental encoders: They are less expensive and are usually ideal for relative measurements and less critical tasks.

Communication and connectivity protocols

The connection between an encoder and the control system depends largely on the communication protocolSome of the most used are:

  • SSI (Serial Synchronization Interface): Ideal for transmitting high-resolution and high-precision data.
  • CAN Bus: Very common in automotive and industrial applications due to its robustness and efficiency.
  • BISS: It allows bidirectional communication and is suitable for systems that require both absolute and incremental data.

The choice of protocol depends on both the application requirements as well as the environment in which the encoder is used.

Thanks to their ability to combine precision, reliability and adaptability, rotary encoders have become essential elements in fields as diverse as robotics, automotive and industrial automation. Whatever type of encoder you choose, it is crucial to ensure that it is tailored to your specific needs, ensuring optimal performance and smooth integration with other system components.


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