TY - JOUR
T1 - An online angular self-calibration method for installation errors of rotary grating encoders
AU - Fang, Yi
AU - Chen, Baigen
AU - Shi, Yongsheng
AU - Tang, Junye
AU - Dong, Zengpeng
AU - Huang, Yao
AU - Yin, Lei
AU - Niu, Dong
AU - Lei, Biao
AU - Li, Guojun
AU - Li, Tian
AU - Liu, Hongzhong
N1 - Publisher Copyright:
© 2026 Elsevier Inc.
PY - 2026/10
Y1 - 2026/10
N2 - Installation-induced eccentricity and tilt are major sources of angular measurement error in rotary grating encoders, while existing self-calibration methods often require multiple reading heads or external reference instruments. This paper proposes an online angular self-calibration method for a polar-coordinate encoder that simultaneously measures rotation angle and radial displacement using a single polar-coordinate reading head. A coupled eccentricity–tilt error model is established, and the installation parameters are identified online from radial displacement measurements by solving an overdetermined linear system. The identified parameters are then incorporated into an angular compensation model for online error correction under varying mounting conditions. Conditioning and perturbation analyses demonstrate that the proposed identification method has good numerical stability and robustness. Experiments performed on an air-bearing calibration platform show that, under a fixed installation condition, the maximum angular error is reduced from 8.65 arcsec to 0.84 arcsec after compensation, corresponding to an approximately 90% reduction. In five repeated reinstallation tests, the residual angular errors after compensation range from 0.67 arcsec to 0.88 arcsec, with a mean value of 0.78 arcsec. A measurement uncertainty analysis based on the experimental results gives a combined standard uncertainty of 0.15 arcsec and an expanded uncertainty of 0.30 arcsec (k = 2). These results demonstrate that the proposed method provides an effective and practical solution for online suppression of installation-induced angular errors in high-precision rotary grating encoders.
AB - Installation-induced eccentricity and tilt are major sources of angular measurement error in rotary grating encoders, while existing self-calibration methods often require multiple reading heads or external reference instruments. This paper proposes an online angular self-calibration method for a polar-coordinate encoder that simultaneously measures rotation angle and radial displacement using a single polar-coordinate reading head. A coupled eccentricity–tilt error model is established, and the installation parameters are identified online from radial displacement measurements by solving an overdetermined linear system. The identified parameters are then incorporated into an angular compensation model for online error correction under varying mounting conditions. Conditioning and perturbation analyses demonstrate that the proposed identification method has good numerical stability and robustness. Experiments performed on an air-bearing calibration platform show that, under a fixed installation condition, the maximum angular error is reduced from 8.65 arcsec to 0.84 arcsec after compensation, corresponding to an approximately 90% reduction. In five repeated reinstallation tests, the residual angular errors after compensation range from 0.67 arcsec to 0.88 arcsec, with a mean value of 0.78 arcsec. A measurement uncertainty analysis based on the experimental results gives a combined standard uncertainty of 0.15 arcsec and an expanded uncertainty of 0.30 arcsec (k = 2). These results demonstrate that the proposed method provides an effective and practical solution for online suppression of installation-induced angular errors in high-precision rotary grating encoders.
KW - Angular self-calibration
KW - Eccentricity–tilt self-detection
KW - Installation error compensation
KW - Least-squares method
KW - Polar-coordinate encoder
UR - https://www.scopus.com/pages/publications/105041490800
U2 - 10.1016/j.precisioneng.2026.06.003
DO - 10.1016/j.precisioneng.2026.06.003
M3 - 文章
AN - SCOPUS:105041490800
SN - 0141-6359
VL - 102
SP - 148
EP - 160
JO - Precision Engineering
JF - Precision Engineering
ER -