Encoder Instructions
VTRON ENCODERS
Nidec Industrial Solutions Makes the Most Reliable Encoders in the World
8901 E. PLEASANT VALLEY ROAD • INDEPENDENCE, OHIO 44131-5508
E-MAIL: tachs@nidec-industrial.com
DESCRIPTION
The Avtron Model HS4 Incremental Encoder is a light mill duty speed
and position transducer (also known as tachometer or rotary pulse
generator), allowing operation down to zero RPM. The HS4 employs
Hall Effect magnetic sensing technology, and when coupled to a motor
or machine the encoder outputs a specific number of electrical Pulses
Per Revolution (PPR) that is directly proportional to shaft position (pulse
count) or speed (pulse rate).
The HS4 employs a hollow shaft and clamping collar to lock the
encoder to the motor shaft. An insert permits models to fit a broad
range of shaft sizes from 3/8” to 5/8” [6mm - 15mm]. An anti-rotation
tether prevents rotation of the encoder while allowing for shaft end
float and axial movement. The HS4 encoder offers 2Ø outputs (A, B)
90° apart for direction sensing (A Quad B), with complements (A/, B/),
and with marker pulse and complement (Z ,Z/).
INSTALLATION CONSIDERATIONS
See page 3 and drawing on last page for shaft engagement rules.
Shaft may include keyway, but should not be flatted. The HS4 offers
optional Avtron flexible anti-rotation tethers which will permit the
encoder to tolerate ±0.1” of shaft end float/axial movement. Select the
proper tether for the application from the table below.
CAUTION
Be careful not to damage clamping fingers of hollow
shaft during handling. Do not tighten clamping collar
before installation onto motor shaft.
TELEPHONE: (1) 216-642-1230
•
FAX: (1) 216-642-6037
•
WEB: www.avtronencoders.com
WARNING
Installation should be performed only by qualified
personnel. Safety precautions must be taken to ensure
machinery cannot rotate and all sources of power are
removed during installation.
WARNING
Be certain to identify thread locker and anti-seize
compound correctly. Using anti-seize in place of thread
locker can cause mechanical failure leading to
equipment failure, damage, and harm to operators.
MODEL
HS4
Incremental Magnetic
1/4”, 3/8”, 1/2”, 5/8” & 6-15mm
Hollow Shaft Encoder
Equipment Needed for Installation
Provided Optional Not Provided
HS4 Encoder
with Tether (if
selected)
Mating MS Cable
Connector
Protective Basket Kit
Tether w/mounting
screws
Thread Locker (Loctite 242 recommended)
Anti-Seize
Dial Indicator Gauge
MODEL PPR LINE DRIVER SHAFT SIZE CONNECTOR* CONNECTOR EXIT TETHER HOUSING SIZE SEALS CHANNEL MOD CODE
HS4
BA - 30
AJ - 960
AA - 32
AW - 1000
AK - 80
AY - 1024
BC - 100
AZ - 1200
AH - 120
AV - 1440
AC - 128
AU - 1800
AM - 200
A3 - 2000
AL - 240
A4 - 2048
AN - 256
AT - 3072
AE - 360
A6 - 3600
AG - 400
AD - 4096
AB - 480
A8 - 4800
AQ - 500
A9 - 5000
AR - 512
CA - 12700
AS - 600
CB - 10000
AP - 720
CONNECTOR
CODES
A, B, C, D, E , F, G, H,
J, K, M, N , R
2, 3, 5, 7 , T, U, W
A - 10 pin MS w/o Plug, Avtron/BEI Pinout
B - 10 pin MS w/o Plug, Dynapar HS35 pinout
(Rev Phasing)
C - 10 pin MS with Plug, Avtron/BEI Pinout
D - 10 pin MS with Plug, Dynapar HS35
pinout (Rev Phasing)
HOUSING CONNECTOR EXIT
3 - 36mm R - Radial (side) ONLY
4 - 42mm
(SST Housing & IP69 “K” Seal option only)
5 - 58MM A - Axial (end) ONLY
All (3, 4, 5) A or R
1 - 5-30V In & Out
4 - 5-30V In / 5V Out
E - 6 pin MS w/o Plug, BEI/Avtron HS35 pinout
F - 6 pin MS w/o Plug, Dynapar HS35 Pinout
(Rev Phasing)
G - 6 pin MS with Plug, BEI/Avtron HS35
pinout
H - 6 pin MS with Plug, Dynapar HS35 Pinout
(Rev Phasing)
D - 1/4“
A - 3/8”
B - 1/2“
C - 5/8”*
L - 6mm
M - 8mm
N - 10mm
2 - 11mm
P - 12mm
Q - 14mm
R - 15mm*
*Native Bore / No Insert
not available
See Connector Codes
table for compatible
Connector & Housing
J - 7 pin MS w/o Plug, Avtron/BEI HS35 Pinout
K - 7 pin MS w/o Plug, Dynapar HS35 Pinout
(Rev Phasing)
M - 7 pin MS with Plug, Avtron/BEI HS35
Pinout
N - 7 pin MS with Plug, Dynapar HS35 Pinout
(Rev Phasing)
A - Axial (end)
R - Radial (side)
CONNECTOR
A, B, C, D , R, T, U, 2,
3, 7, W
E, F, G, H, J, K, M , N B, E
5 E
See Chart Below 3 - 36mm
CONNECTOR
CODES
R - 10 Pin Mini Twistlock with Plug
T - M12-8 pin w/o Plug, Global Pinout
7 - M12-8 pin w/o Plug, Global Pinout (Rev Phasing)
U - M12-8 pin w/o Plug, USA Pinout
CHANNEL
A
4 - 42mm (SST)
5 - 58mm
A - IP65 Seals, Alum
Housing
G - IP67 Seals, Alum
Housing
J - IP67 Seals, SST
Housing
K - IP69K Seals, SST
Housing (with “4” housing
size only)
X - IP54 no Seals, NOT
RECOMMENDED
A - Dual-Tab Tether: 1.65” [42mm] BC, 0.14” [3.5mm] slot
B - Dual-Tab Tether: 2.48” [63mm] BC, 0.13” [3.2mm] slot
TETHER OPTIONS
2 - M23-12 Pin w/o Plug, Leine & Linde and Hubner pinout
3 - M23-12 Pin w/o Plug, Inverted Hubner Signals
5 - M12-5 Pin w/o Plug
W - 3.2ft [1m] Cable (also use with special mod 9XX)
C - Dual-Tab Tether: 1.65”-2.48” [42-63mm] BC, 0.14” [3.6mm] slot
D - Fan Cover Tether: 1.57-2.95” [40-75mm] BC, 0.45” [11.4mm] slot
X - No Tether
A - All Channels (A, A, B, B, Z, Z)
B - A, A, B, B, No Marker
E - A, B, Z, No Compliments
HS4 1
000 - NONE
901 - 1’ [0.3m] cable
902 - 2’ [0.6m] cable
903 - 3’ [0.9m] cable
905 - 5’ [1.5m] cable
910 - 10’ [3m] cable
915 - 15’ [4.5m] cable
920 - 20’ [6m] cable
925 - 25’ [7.5m] cable
930 - 30’ [9m] cable
INSTALLATION
Refer to the back page of these instructions for outline and mounting
dimensions. Also available: Basket Mount Installation Sheet.
1) Disconnect power from equipment and encoder cable.
2) Use caliper gauge to verify motor shaft is proper diameter and
within allowable tolerances: +0.000”, -0.0005” [+0.00,
-0.013mm].
3) Clean machine shaft of any dirt and remove any burrs.
4) Use dial indicator gauge to verify the motor shaft Total
Indicated Runout (TIR) < 0.002”.
5) Install the anti-rotation tether to the face of the encoder using
screws and thread locker.
6) Loosen clamping collar and insert shaft sizing insert into
encoder. DO NOT FORCE. (NOTE: To fit an HS4 on a 5/8” or
15mm shaft, use no insert.)
7) Test Fitting: carefully slide the encoder onto the shaft to verify
fit. Ensure a minimum of 1/8” between encoder and mounting
surface. DO NOT FORCE. Encoder should slide on easily. If the
encoder does not fit easily, remove it, verify shaft size, and
check for burrs and shaft damage.
8) Special Note for 5/8” or 15mm shaft in HS4 ONLY: Remove
encoder, apply anti-seize compound to shaft and reinstall
encoder, leaving a minimum of 1/8” between motor face and
encoder (see “Shaft Engagement”).
9) Apply thread locker to screws on clamping collar. Tighten each
screw on clamping collar evenly until snug, then tighten each
screw to 35-50 in-lb [4-6 Nm]. DO NOT USE A STANDARD
RIGHT-ANGLE WRENCH. Use only a T-handle hex wrench or
torque wrench with hex bit.
10) Secure free end of anti-rotation tether to frame. Use
insulating hardware. Use additional washers as needed to
install the thether without a large deflection or bend.
11) Turn shaft by hand and verify the shaft turns freely and does
not produce excessive runout/wobble of the encoder: <0.005”
TIR (Total Indicated Runout). Additional instructions under
“Adjusting the Encoder to Eliminate Excess Runout/Wobble”
are provided if needed.
12) Connect cable as shown in wiring diagram.
13) Apply power (5-30VDC) to the encoder.
14) Rotate the shaft by hand, or using jog mode of the speed
controller and verify proper direction.
15) Optional Protective Basket: Install protective basket using
either the T-bolts (fan cover) or bolt to 4.5” C-Face (bolts
provided). Remove section 1 (see illustration) on protective
basket. Be certain to pivot the basket over the encoder
connector when installing. Be certain that the protective basket
does not touch or interfere with the anti-rotation tether.
To mount the basket on an 8.5” C-Face:
DO NOT FORCE. Thread the ½”-13 bolts
into the motor face, through each clip
(provided with options “F” and “U”) but
do not tighten fully. Pivot the basket over
the encoder and pivot each clip over
each respective basket bolt hole. DO NOT
FORCE. Tighten each bolt to secure the
basket and clip.
ELECTRICAL
A. Operating Power (Vin)
1. Volts ........................... See Line Driver Options
2. Current .......................≤140mA @ 5V DC, ≤70mA @ 10V DC,
................................... ≤40mA @ 24V DC
B. Output Format
1. 2O/ & Comp ................ See Channel Options (A, A/, B, B/
................................... Z ,Z/ available)
C. Signal Type .................... Incremental, Square Wave 90° ± 4.5°
................................... electrical
D. Direction Sensing .......... Phasing with respect to rotation as
................................... viewed from the back of the encoder
................................... (non-shaft side).
Connector options
“A”, “C”, “E”, “G”, “J”
“M”, “R”, “T”, “U”, “W”
“2”, “5”, “7” ........................ ØA leads ØB for CW rotation
................................... (Std. phasing).
Connector options
“B”, “D”, “F”, “H”, “K”
“N”, “U”, “3”........................ ØA leads ØB for CCW rotation
................................... (Reverse phasing).
E. Max Frequency
Response ....................... 1MHz
F. PPR ................................ 1-16,384
MECHANICAL
A. Speed ............................. 3,000-12,000 Max RPM
................................... (consult factory)
B. Max Shaft Load ............. Axial 40 N, Radial 110 N
C. Shaft Diameter ............... 1/4”, 3/8”, 6mm, 10mm
D. Starting Torque .............. ≤5 Ncm @ 20°C (7.1 oz-in @ 68° F)
E. Weight ............................ 320g nom (varies by configuration)
F. Length ............................ 55mm nom (varies by configuration)
ENVIRONMENTAL
A. Operating
Temperature ................... -40 °C (-40 °F) - +85 °C (+185 °F)
B. Humidity ......................... 98% RH, non-condensing
C. Shock Resistance .......... ≤ 100 g
................................... (half sine 6 ms, EN 60068-2-27)
D. Permanent Shock .......... ≤ 10 g
................................... (half sine 16 ms, EN 60068-2-29)
E. Vibration Resitance ....... ≤ 10 g
................................... (10 Hz – 1000 Hz, EN 60068-2-6)
OUTPUT OPTIONS
1 4
Output Type Differential Line Driver
Line Driver IC-HD2 IC-HD2
Voltage Input (Vin) 5-30V in & out 5-30V in / 5V out
Reverse Polarity yes yes
EMC: Emitted Interference DIN EN 61000-6-4 DIN EN 61000-6-4
Protection
EMC: Noise Immunity DIN EN 61000-6-2 DIN EN 61000-6-2
Short Circuit yes yes
Max Cable Length
5V 500’ [150m]
12V 250’ [75m]
24V 100’ [30]
Differential Line Driver,
5V fixed
500’ [150m]
HS4 2
Adjusting the Encoder to Eliminate Excess Runout/
Wobble:
In a typical installation, a housing movement of 0.005” TIR or less (as
measured at the outside diameter of the main encoder body) will not
have an adverse effect. If excessive housing movement is detected in
the installation:
1) Check the shaft the HS4 is mounted on for excessive shaft
runout. NEMA MG1 calls for 0.002” TIR or less.
2) Verify that the mounting shaft meets minimum and maximum
diameter tolerances.
3) Maximize the shaft insertion into the encoder (retaining the
minimum of 1/8” between mounting face and encoder).
4) Loosen the clamping collar and rotate the motor shaft 180°
within the encoder hollow shaft sleeve. Retighten the clamping
collar.
5) Loosen the clamping collar; move the split in the clamping
collar over a solid portion of the encoder shaft, retighten the
clamping collar.
If excessive housing movement still exists after the above steps, it
may be necessary to physically bias the attitude of the encoder on the
motor shaft while the clamping collar is being tightened.
For encoder output that correctly reflects the direction of rotation,
proper phasing of the two output channels is important. Phase A
channel leads phase B channel for clockwise shaft rotation as viewed
from the back (non-mounting side) of the encoder for standard
phasing options (“A”, “C”, & “W”). Follow instructions under corrective
installation as needed to reverse the direction of output or purchase
HS4 with reverse (Dynapar HS35) phasing (options “B”, “D”).
CORRECTIVE ACTION FOR PHASE REVERSAL
1) Remove power.
2) Exchange wires on cable, either at encoder cable end, or at
speed controller end (but not both):
a.) Single Ended 2-Phase Wiring (see wiring diagram)
Exchange A and B at the user end of the wires.
b.) Differential 2-Phase Wiring (see wiring diagram)
Exchange either A with A in the phase A pair OR B with B
in the phase B pair but NOT both.
3) Apply power.
4) Verify encoder feedback is correct, using hand rotation of shaft,
or jog mode of the speed controller.
Shaft Sizes:
HS4: 0.025”, 0.375”, 0.500”, 0.625”*, 6mm, 8mm, 10mm, 11mm
12mm, 14mm, 15mm*
NOTE: HS4 units utilize shaft insert; models from 0.025”
to 0.500” [6mm to 14mm] may be resized as needed by
interchanging inserts.
* HS4 at 0.625” and 15mm does not utilize shaft insulating insert:
use insulating washers with anti-rotation thether to achieve electrical
isolation from shaft currents.
Shaft Engagement:
HS4: Shaft insertion/engagement should be from 0.5” to 0.71”
[12.5mm to 18mm] (maximum, for 36mm body models) and up to
0.79” to 1.10” [20mm to 28mm] (maximum, for 58mm body models),
with a minimum of 1/8” [3mm] between encoder and mounting
surface.
For shaft lengths greater than the maximum engagement allowed, end
of shaft mounting may still be employed by using a spacer between
the mounting surface and anti-rotation tether.
WIRING INSTRUCTIONS
CAUTION
Be sure to remove power before wiring the HS4
Encoder.
Interconnecting cables specified in the wire selection chart below are
based on typical applications. Physical properties of cable such as
abrasion, temperature, tensile strength, solvents, etc., are dictated by
the specific application. General electrical requirements are: stranded
copper, 22 thru 16 gauge, each wire pair individually shielded with
braid or foil with drain wire, 0.05 uF maximum total mutual or direct
capacitance, outer sheath insulator. See Wire Selection Chart below
for some suggested cables. *Maximum cable length (and line driver
selection) is limited by several factors: line driver protection, maximum
RPM, PPR, output voltage and cable capacitance.
Be sure to ground the cable shield(s): It can be connected to case
ground at the encoder, or grounded at the receiving device, but should
not be grounded on both ends.
If necessary, case ground can also be provided through a separate
wire. Be certain not to ground the case ground wire if the encoder is
already grounded by mechanical mounting. (The standard anti-rotation
tether kits provide insulating washers).
The HS4 encoder can be wired for single phase or two-phase
operation, either with or without complements, with or without
markers. See connector options and wiring diagrams.
CAUTION
When wiring for differential applications
(A, A/, B, B/, Z, Z/), A and A/ should be wired using one
twisted, shielded pair; B and B/ should be in a second
pair, etc. Failure to use complementary pairs (say, using
A and B in a twisted pair) will reduce noise immunity
significantly.
HS4 3
WIRING DIAGRAMS
HS4 4
8901 E. PLEASANT VALLEY ROAD • INDEPENDENCE, OHIO 44131-5508
TELEPHONE: (1) 216-642-1230
•
FAX: (1) 216-642-6037
E-MAIL: tachs@nidec-industrial.com
•
WEB: www.avtronencoders.com
Nidec Industrial Solutions Makes the Most Reliable Encoders in the World
VTRON ENCODERS
OUTLINE DRAWING
Tether Option “A”, Housing Size “3”
01.65 [42]
Tether Option “D”, Housing Size “5”
Housing Seals
“3” (36mm)
“4” (42mm)
“3” (36mm)
“4” (42mm)
“5” (58mm)
A, G, X
J, K
A, G,
J, K
Hollow Shaft Mounting
Depth
(min) (max)
0.60”
(15mm)
0.71”
(18mm)
0.79”
(20mm)
0.71”
(18mm)
0.87”
(22mm)
1.10”
(28mm)
Avtron Encoders standard warranty applies. All dimensions in millimeters are approx.
HS4 5
DIMENSIONS IN INCHES
[MILLIMETERS]
Features and specifications subject to change without notice.
ALL DIMENSIONS ARE
APPROXIMATE
REV: 10/10/18
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