Position and displacement sensors: principles and types

Position and displacement sensors: principles and types

Technical guide · GUEMISA

PotentiometerLVDT / RVDTEncodersSyncros and resolversJune 2009 Report
Quick responseIn industry, the position of an element or shaft is measured using techniques based on different physical principles. The simplest transducer is the linear or angular potentiometer Excited by a DC voltage: its output voltage is proportional to the position relative to a reference. Other principles include inductive, capacitive, strain gauges, encoders, LVDT/RVDT, synchros and resolvers, Inductosyn, proximity sensors, and time-of-flight measurement. Technical report from June 2009 on position sensors.

Types of position sensors according to the physical principle

The most commonly used sensors for measuring position or displacement can be linear or angular, and there is a wide variety of both.

GuyOperating principle
Linear or angular potentiometerExcited by a DC voltage source; the output voltage varies between positive and negative values of the maximum DC voltage and is proportional to the position relative to a zero reference or displacement.
InductiveConverts a linear displacement into a change in the self-inductance of a winding
CapacitiveVariation of a capacitor when the position of its plates or its dielectric changes
GreyhoundsVariation in resistance of a conductor or semiconductor subjected to mechanical stress
Encoder (linear and angular encoder)Converts the angular position of a shaft into a digital code; it can be absolute or incremental.
LVDT / RVDTVariation of mutual inductance between a primary and two secondary windings when a ferromagnetic core is displaced
Syncros and resolversRotary transformers with variable coupling depending on the rotor; output voltages proportional to the sine or cosine of the angular position
InductosynVariation of inductive coupling between printed circuit traces of two elements in relative motion
Flight timeLaser and ultrasonic rangefinders, which calculate distance by collecting the reflection of a beam of light or a sound wave

Potentiometers, inductive, capacitive and strain gauges

Different configurations exist to solve different problems: servo potentiometers measure several complete rotations of a shaft, while precision potentiometers have very high linearity and are designed to operate at high temperatures and with vibrations. Potentiometers are inexpensive, but their lifespan is limited by wear from friction between their fixed and moving parts.

TransducerVariants and characteristics
Inductive, coupled to the partA permeable core that moves within a coil and changes the inductance of the winding.
Inductive, contactlessThe proximity variation of the part increases or decreases the magnetic flux and varies the self-inductance of the winding.
Capacitive, mobile dielectricThe dielectric, attached to the moving part, moves between the plates
Capacitive, moving platesThe moving element is attached to one electrode that slides relative to the other and over the dielectric material.
Capacitive, object as electrodeThe object must be conductive; it allows for a contactless design.
GreyhoundsFor small displacements, around 0.4 mm; static element with one or more strain gauges working in tension and compression; little used because it is only applicable to the ranges measurable by the strain gauge, it stands out for its simplicity

Encoders

A rotary encoder is an electromechanical device that converts the angular position of a shaft into a digital code. It is one of the most popular transducers for measuring angular positions. They can be absolute or incremental.

Optical encoder typeOperation
ComponentsLight source, coded disc, and light detector
IncrementalThe disk has two concentric rings of equidistant lines offset from each other; one ring gives a pulse train whose count is proportional to the angular displacement and the second ring determines the direction of rotation; it needs a pulse counter and a digital-to-analog converter
AbsoluteThe position is encoded in binary, GRAY or BCD code on the disk itself using rings of slots.
Incremental resolutionIt depends on the number of lines per revolution
Resolution, absoluteIt depends on the number of concentric rings, which depends primarily on the diameter of the disc

LVDT, RVDT, syncros, resolvers and Inductosyn

The LVDT consists of three coaxial windings on an insulating cylinder: the central one is the primary, and the other two are secondary. It works by measuring the variation in mutual inductance between the primary and each secondary winding as a ferromagnetic core moves inside the cylinder, driven by a non-ferromagnetic stem attached to the part being measured. Its main advantage is that there is no mechanical wear, which eliminates electrical noise produced by contacts.

DeviceDescription
ACLVDTThe 3 windings with ferromagnetic core, operated by AC
DCLVDTLVDT with the necessary electronics to generate a sinusoidal carrier signal from an input DC voltage and demodulate the output to obtain a DC voltage proportional to the offset
RVDTLVDT modification for angular positions; laminated stator with four slots, containing the primary coil and the two secondary coils, and a two-pole rotor
Syncro transmitterIt converts mechanical rotation into a three-phase voltage system; with AC excitation in the rotor, the amplitudes in the stator are related to the angular position
Differential transmitterAdd or subtract your rotor angle from the electrical angle received from the synchro transmitter
Pair receiverIt rotates to the angular position transmitted by the voltage amplitudes applied to its stator from a differential transmitter
Differential receptorIts rotor rotates at the sum or difference of the transmitted angles
SolveTwo stator windings, 90° out of phase, in which voltages are induced with amplitude proportional to the sine and cosine of the shaft position; it gives two output signals in quadrature
TranssolverIt converts the voltage waveforms of a synchro to the waveforms of a resolver and vice versa; rotor and stator can be used interchangeably as inputs
InductosynPrinted circuit traces in the shape of a square wave on two flat steel substrates, without contact between them and therefore without wear; it is used in linear and angular measurement, for example in the military and aerospace fields.

In instrumentation, with small magnitudes, torque synchros are used; when high precision is required, control synchros are used.

Presence and time-of-flight sensors

In industry, presence sensors are often used, placed at the points whose position is measured, with or without contact.

SwitchPrinciple
Electromechanical and limit switchesPushbuttons that close or open a circuit upon contact with an object
Capacitive and inductiveWhen faced with an object, they modify their capacitance or inductance, respectively.
UltrasonicThey emit an echo that the object returns.
Foucault currentsThe metallic object absorbs the electromagnetic field of the sensor winding through eddy currents.
Hall effectDifference that appears between opposite faces of a semiconductor prism under a perpendicular magnetic field when current flows
PhotoelectricThe light source and sensor detect objects that do or do not block the path of the light.
ReedMetal plate that closes the contact in the presence of a magnet or magnetic field.

Laser rangefinders calculate distance by collecting the reflection of a structured light beam, while ultrasonic rangefinders collect the reflection of a sound wave. Optical sensors also employ triangulation with a camera. Other solutions include differential capacitors and magnetoresistors.

Frequently Asked Questions

What is the simplest position transducer?

A linear or angular potentiometer excited by a DC voltage source, with output voltage proportional to the position relative to a reference.

What limits the lifespan of a potentiometer?

The wear produced by friction between its fixed part and its moving part.

What is the fundamental advantage of an LVDT?

It has no mechanical wear problems, which eliminates the electrical noise produced by the contacts.

What types of encoders exist?

They can be absolute or incremental. Incremental storage uses pulses and requires a counter; in absolute storage, the position is encoded on the disk in binary, Gray code, or BCD.

What is the difference between LVDT and RVDT?

The LVDT measures linear variations with three coaxial windings and a ferromagnetic core; the RVDT is its modification for angular positions, with a laminated stator and a two-pole rotor.

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