BEI Sensors Speed and Position Sensors Selection Guide

PRODUCT SELECTION GUIDE
Speed and Position Sensors for Extreme Applications
Built for
Extreme
Environments
About BEI Sensors 3
Major Industries Served 4
Sensor Technologies 6
Excellence in
Design and
Engineering
Rugged
and
Reliable
As an industrial consumer, you require the highest levels of quality and reliability in the products you purchase.
It is critical that devices operate dependably day after day in some of the most
extreme conditions imaginable. BEI Sensors understands these needs and—
backed by decades of experience—designs sensors that offer uncompromising
quality and performance. BEI Sensors upholds a standard of excellence in our
products, customer service experience, and commitment to being your preferred
partner for position sensors. We fully understand that your complete satisfaction
is key to our success.
Extreme Environments 8
Hazardous Areas 9
Optical Encoders 10
Magnetic Encoders and Hall Effect Sensors 18
Potentiometers 22
Sensor Support Products 24
SwiftComm Interface 26
Product Adaptablity 27
Mission
Critical
Applications
BEI Sensors provides reliable position, speed and inclination sensing products
for mission-critical and extreme environment applications in the industrial,
military/aerospace and off-road equipment markets worldwide. Our products
utilize the latest optical, magnetic and potentiometric sensing technologies. The
comprehensive product line includes absolute and incremental encoders, Hall
effect sensors, as well as rotary and linear potentiometers. Specialized products
for harsh environments include those certified for use in hazardous areas,
wash-down environments, and applications where they are exposed to extreme
vibration, shock and operating temperatures. In addition to an extensive range
of standard product offerings, we have the ability and expertise to make product
adaptations and create completely customized sensing solutions to suit even the
most challenging applications.
BEI Sensors’ experienced customer service staff offers an outstanding level of
service, both before and after the sale. Our order department quickly answers
questions on order status, pricing and availability, or helps specify a unit to meet
your exact requirements. Our highly trained applications staff helps with any
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technical needs—whether it’s assistance with an interface or questions about
crossing over a competitor’s part number. The BEI Sensors engineering team
also consults on advanced technical issues. We consistently provide this high
The Utmost
in Service
and Support
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level of service to an active customer base of thousands of companies. Everyone
at BEI Sensors works toward a common goal—to provide the most reliable
products and deliver the best customer service found anywhere.
BEI Sensors is the preferred position sensors partner to leading companies around the globe.
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Serving the Position Sensing Needs of these Major Industries
These days, engineers have to do more with fewer resources. BEI Sensors helps by acting as an extension of your engineering team. Our application and design engineers assist with everything from creating custom sensors to troubleshooting installations. We are more than just a supplier. We partner with our customers to help make their operations run more easily and efficiently.
Mining
In mining applications, BEI Sensors helps with everything from shaft elevator control and ore cart positioning to the control of heavy equipment such as excavators and earthmovers. Sensors in this environment have to withstand high shock and vibration, along with extremely dusty and wet conditions. BEI manufactures rugged products designed to deliver optimum performance in these demanding operations. In addition, when hazardous area certifications are required, BEI Sensors offers a number of products certified by UL, CENELEC, LCIE and MSHA rating agencies.
Metal Manufacturing
There are few harsher, more corrosive environments than a steel mill. Molten steel is cast into large slabs at blistering temperatures. Water from line sprayers hits freshly poured slabs, creating clouds of steam. Every piece of equipment is exposed to continuous humidity. BEI speed and position sensors are engineered to withstand this unforgiving environment. Encoders are available with stainless steel housings and other protective coatings to prevent corrosion and rust. High IP ratings are offered to resist pressurized spray, condensation, and dust. BEI Sensors’ products are built tough to operate reliably in these severe conditions.
Oil and Gas
Sensors used in the oil and gas industry must withstand high temperature and pressure, potentially explosive locations, and extreme shock and vibration, along with exposure to chemicals, dirt and moisture. Position sensors perform crucial functions in oil and gas applications and must operate reliably day in and day out to ensure an optimized yield. BEI Sensors is well aware of these unique upstream, midstream, and downstream requirements and has designed products that feature uncompromising quality and performance. Hard anodized housings, gross leak tests, extended temperature ranges and a variety of sealing options are available on numerous BEI products. BEI Sensors also offers one of the largest selection of hazardous area rated products, including UL Class I Division 1 and 2, and Class II Division 1 and 2, and ATEX Zone 1 and Zone 2 (See page 9). A variety of communication protocols including Profibus, CANopen and DeviceNet are also offered.
Off-Road Equipment for Construction and Agriculture
BEI Sensors’ products have stood the test of time, providing a high degree of reliability and performance, while withstanding the severe conditions posed by off-road and industrial vehicle applications. These demanding applications rely on precise position sensing and redundant safety for steering and wheel systems, steer-by-wire systems, gear sensing, pedal and throttle control, hand acceleration, valve and control logging, cabin controls and more. Whether exposed to dirt, extreme temperatures, or moisture, the rugged construction of BEI Sensors products ensures their accurate and reliable operation day after day, year after year.
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Heavy Motors
BEI Sensors has supplied high quality, rugged encoders to heavy motor manufacturers for decades. Heavy motors are found in all types of harsh industrial environments, and require extremely rugged feedback devices. BEI’s products have the proven reliability needed for successful operation in these environments. If a motor is needed for use in a hazardous area, simply select one of BEI’s large catalog of UL and ATEX pre-certified products. They provide a drop-in feedback solutions that are ready to operate in hazardous areas worldwide. Custom product adaptations are also available for seamless integration into any motor design. BEI’s design engineers are always on hand to provide any amount of customization, from simple shaft and connector modifications to designing a new sensor around your exact requirements.
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Cranes
Cranes are critical pieces of equipment for a variety of industries around the world. The environments where they operate are almost as diverse as the materials they move. Whether it’s loading and unloading cargo in unforgiving seaports, or handling material on a factory floor, cranes require reliable feedback solutions to do their job properly and safely. BEI Sensors offers a variety of position sensors and a real-time wireless interface system rugged enough for the toughest environmental conditions, while providing the position and speed feedback needed to move materials with precision and accuracy.
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Choosing the Right Sensor Technology
BEI offers a variety of speed and position sensing technologies. It’s important to choose one that’s suited to your particular application. The sensor’s operating environment, required degree of precision, output type, speed, and physical configuration all must be considered. The descriptions of the different technologies on these pages will help guide you in choosing the optimal speed and position sensing technology.
Optical Technology
RATINGS ON FIVE KEY CRITERIA
Ruggedness
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sPeed
TemPeRaTuRe
emi ResisTance
Optical sensing technology uses the interruption of light to detect movement. Optical encoders have an internal code disc with opaque lines or patterns that are rotated in the path of a light source, typically from an LED. The code disc acts like a shutter to alternately block (OFF) or unblock (ON) the light to an internal photodetector. The photodetector senses the alternating light beam, which the encoder’s electronics convert into an
electrical signal. This signal is passed to an external control system through the encoder’s output.
Optical sensing technology is the most precise and offers the highest resolution of the position sensing technologies. It is also resistant to environmental magnetic interference and, when enclosed in a metal housing, highly resistant to EMI. BEI Sensors’ optical encoders are well sealed, allowing them to operate in harsh and dirty environments. They are also highly resistive to shock and vibration, and are capable of withstanding a 50 g, 11 msec shock pulse and 20 g’s of vibration (5 to 2000 Hz). This level of robustness makes BEI encoders well-suited for most industrial applications.
BEI optical encoders are ideal for numerous types of industrial processes, such as oil well drilling, machine control, agricultural machinery, web process control, robotics, elevators, construction equipment, cranes, motor feedback and any closed loop control systems.
Magnetic / Hall Effect Technology
RATINGS ON FIVE KEY CRITERIA
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emi ResisTance
Magnetic sensing technology uses changes in magnetic fields to detect movement. There are two ways magnetic technology is integrated into the BEI Sensors offerings, digital encoders and
analog Hall effect position sensors. Magnetic encoders use a disc that has been magnetized with multiple, north/south pole pairs that are in the form of radial lines or patterns. In place of a photodetector, magnetic encoders use an ASIC designed to detect alternating north and south poles as the disc is rotated past it. As the ASIC senses the change in magnetic poles, internal electronics convert it into a digital electrical signal that is then passed through the device’s output.
In the Hall effect sensor configuration, the internal disc is magnetized with a single pole pair. The disc is attached to the sensor’s rotor which is then coupled to the motion being measured. The sensor’s ASIC is designed to detect the change in the direction of the magnetic field as the disc rotates above
it. These changes in magnetic field are converted to an analog signal that is ratiometric (proportional) to the angle of the rotating disc.
Hall effect sensors are typically used to resolve angular position with an analog output while magnetic encoders are most often used to detect rotational speed and direction with a digital output. Magnetic encoders tend to have lower resolution and precision than their optical counterparts and are more susceptible to environmental magnetic interference. However
Potentiometric Technology
RATINGS ON FIVE KEY CRITERIA
Ruggedness
PRecision
sPeed
TemPeRaTuRe
emi ResisTance
Potentiometric sensing technology is available in one of three configurations: wirewound, conductive plastic and hybrid.
Wirewound potentiometers are comprised of a resistive element (coil) and a contact spring (wiper).The coil is made from a very fine wire that is precisely wound onto a mandrel. The wiper, a specially engineered precious metal contact, wipes across the wound coil. The coil is fixed internally to the sensor’s housing and the wiper is attached to the sensor’s rotor which in turn is coupled to the motion being measured. A voltage is applied across the coil and the coil becomes a voltage divider. As the motion being measured rotates the wiper across the energized coil, a voltage proportional to the rotational position can be read between the coil and the wiper. The output changes in discrete steps as the wiper moves across the individual coil windings.
Conductive plastic potentiometers are very similar to wirewound, except that the wiper moves across a conductive plastic element rather than a coil. The conductive plastic element is comprised of a substrate and a resistive epoxy. In its pre-cured state this resistive epoxy material is referred to as “ink”. The ink is applied to a substrate using a silk screening process. Once
both products are ideal for operation in very high temperatures and environments with extreme shock.
Ideal applications for magnetic encoders include wind energy, tree harvesting, traction motors for rail equipment and pavement profiling. Hall effect sensors excel in steering, pedal and throttle for off-road equipment, dancer controls in web processing, flow control valves and elevator door opener applications.
cured, the ink acts very similarly to the coil in a wirewound potentiometer, with the advantage of having a very uniform, smooth surface. This surface provides a more continuous output and longer life as compared to a wirewound potentiometer.
As its name implies, hybrid potentiometers use a combination of the two previous mentioned configurations, using a wirewound coil coated with the conductive plastic material.
Wirewound potentiometers provide the highest accuracy of the three configurations and dissipate power very well; however because of the metal-to-metal contact between the wiper and coil, wirewounds have a shorter operating life. Conductive plastic potentiometers provide the highest resolution or output smoothness and have a higher operational life than wirewounds, however it is more difficult to get the high linearity (accuracy) available from a standard wirewound potentiometer. Hybrid potentiometers are able to combine the best aspects of both other configurations. A hybrid potentiometer has a better ability to dissipate power (over conductive plastic pots) and has improved resolution or output smoothness (similar to conductive plastic potentiometers). The use of conductive plastic material gives hybrids a longer operating life over wirewounds.
Potentiometers in general have several benefits including small package size and weight, resistant to electromagnetic interference (EMI), temperature stability and are able to work at very high (300C max) and low (-55°C) operating temperatures.
Ideal applications include aircraft control surfaces, in-cylinder hydraulics and oil field downhole measuring.
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Hazardous Area ProductsSensors for Extreme Environments
C US
C US
C US
C US
C US
BEI understands the challenges posed by extreme environments and has developed an extensive line of products designed to operate in the harshest conditions imaginable. The icons below each represent a particular environmental extreme. They are used in the product selection pages of this guide (pages 8–25) as a quick visual indicator of which products are designed to operate in which extreme environment condition
.
Wet If a sensor has to operate in a liquid environment, it must have adequate sealing and the appropriate IP rating (as
a measure of ingress protection) to guard against contamination. Products rated IPX5 are protected from “water jet” liquid ingress. An IPX6 rating indicates protection from “powerful water jets.” An IPX7 rating means the product can be immersed in water up to 1 meter for 30 second durations. BEI products with this icon are rated IPX6 or above.
Dirty/Dusty
operate in the constant presence of dust. The majority of BEI products are rated to this level and this icon represents this rating. Products with the lower IP5X rating are considered as only “dust protected,” which means that dust ingress is still possible. IP5X rated products are recommended for environments where dust is only occasionally present.
Extended Temperatures
temperature range—typically 0 to +70°C. If your application requires operation in extreme temperatures (above or below these ranges), BEI offers extended temperature options. Products with this icon have extended temperature ratings (beyond their stated operating temperature) as a standard option.
High Shaft Load
sensors or potentiometers. Encoders have internal bearing structures that can carry some load. In applications that use gears or drive belts, excessive radial (side) loading of the shaft can shorten bearing life. Encoders should be specified in accordance with the anticipated radial loading. Typical maximum loads for industrial encoders are 5 to 40 lbs (22 to 178 N). Ultra heavy-duty encoders are available to withstand heavier loads. Encoders with this icon can withstand high shaft loads in the range of 40 to 300 lbs (178 to 1335 N). See individual product data sheets to determine actual maximum load.
Corrosive or Washdown
a corrosive environment. In food or medical-grade applications, where washdown may occur, an electroless nickel coating or stainless steel housing is recommended. Products with this icon incorporate special finishes or housing material as a standard option.
Hazardous Areas
potentially explosive environments. Products with this icon have certification for one of the following: explosion-proof, flame proof, intrinsically safe, or non-incendive. Refer to the next page for complete information on hazardous area certifications.
BEI products with this icon are rated IP6X and are considered “dust tight,” meaning that they will
The majority of BEI Sensors products are rated to operate over a wide
For applications with shaft loading conditions it is best to use encoders over Hall effect
A hard anodized finish is recommended for sensors intended to operate in
Hazardous locations require equipment designed and certified to operate safely in
BEI Sensors offers a complete selection of UL and ATEX certified position sensing products. Certifications include UL Class I Division 1 and 2, and Class II Division 1 and 2, as well as ATEX Zone 1 and Zone 2. The tables on this page provide details on BEI Sensors products’ certifications. A variety of protection methods are available. The four most common are described below.
Explosion Proof Construction
Enclosure can withstand internal ignition and contain the
explosion without damage to the enclosure
Heated gases from an explosion that pass through gaps or
joints in the assembly will be cooled sufficiently to not ignite gases outside the housing
Must be connected using gas-tight conduit
Rated for Division 1 or Zone 1 installations
Flame Proof Construction
Enclosure can withstand internal ignition of volatile
gas-to-air mixtures without damage to the enclosure
Allows for termination using a certified cable gland
and cable
Cannot be used for Division 1 hazardous areas
Intrinsic Safety
Limits the maximum energy that can be delivered into the hazardous
location
Has limitations on the amount of energy that can be stored within the
body of the device
Ensures that even in double fault condition, not enough energy is sup-
plied to or stored in the encoder which could create a spark or heated surface to ignite gas, vapor, dust or fiber in the hazardous area
Must be used with Intrinsically Safe (IS) barrier. An IS encoder installed without an IS barrier is not an IS system.
Nonincendive
Assures no sparking or hot surfaces will occur in the device under
normal operating conditions (unlike intrinsically safe encoders which are evaluated under fault conditions)
Acceptable in Division 2 and Zone 2 installations where explosive
agents are present only in abnormal operating conditions
Hazardous Environment Groups
Gas Groups Dust Groups
Class I Class II
Division 1 & 2 Zone 0, 1 & 2 Division 1 & 2
A (acetylene)
B (hydrogen) F (coal)
C (ethylene) IIB (ethylene) G (grain)
D (propane) IIA (propane)
IIC (acetylene &
hydrogen)
E (metals)
(Div 1 only)
European “Flame Proof” Approvals
CENELEC/ATEX
Encoder Type
GAMX, GEMX, CAMX, CEMX Ex d IIC T6
GAUX, GEUX, CAUX, CEUX, PAUX, PEUX Ex d IIC T6
Category 2,
Zone 1 and 21
North American “Explosion Proof” & European “Flame Proof” Approvals
NEMA 7 U.S.,
Encoder Type
H38 (Standard) D
H38
(w/ Labyrinth Seal)
H40
HS52 II 2 G Ex d IIB T4 Gb C, D (US only)
SwiftComm Ex d IIC B, C, D E, F, G
Encoders with metal connector or conduit terminations are rated to EN 55011 and EN 61000-6-2. For plastic connector, pigtail or shielded/jacketed cable terminations, consult factory
North American and European "Intrinsic Safety" Approvals
CENELEC/
ATEX
II 2 G Ex d IIB T4
Canadian
Standards Class
I, Div 1, Group:
C, D E, F, G
D
NEMA 7 U.S.,
Canadian
Standards Class II,
Div 1, Group:
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Shock and Vibration
The use of position sensors in high shock or vibration environments that are not properly rated can result in output errors, reduced accuracy, or component failure. It is important to be aware of an application’s expected shock and vibration and select a sensor rated for that environment. Products with this icon can withstand greater than 100 g’s of shock or over 10 g’s of vibration. See individual product data sheets for maximum shock and vibration ratings.
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North American and European “Nonincendive” Approvals
Division 2,
Encoder Type
H20, H25, HS25, ES20, ES25,
HS35, HS45
PHU9
Groups:
A, B, C,
D, F & G
CENELEC/ATEX
Zone 2
Ex nA II T4
Encoder Type CENELEC/ATEX
H20, H25, ES20, ES25, H38,
H40, HS20, HS25, HS35,
HS45
IBM5, IHM5, IHO5, IBO5,
IHK5, IBK5, IHM9
U.S.,Canadian
Standards
Class I, Div1,
Group:
Ex ia IIC T4 A, B, C, D E, F, G IIC
Ex ia IIC T4
U.S., Canadian
Class II, Div 1,
Standards
Group:
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Canadian
Standards
Class I,
Zone 0,
Group:
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