Optika IM-2, IM-2FL, IM-2ERGO, IM-3FL, IM-3FL4 Instruction Manual

Version: 1
Issued: 30, 05, 2016

Model

IM-2

IM-2ERGO

IM Series

INSTRUCTION MANUAL

Page 2

Table of Contents

Warning
Symbols and conventions
Safety Information

Intended use
List of accessories and spare parts
Overview
Unpacking
Assembling

Using the microscope
Maintenance
Troubleshooting
Equipment disposal

Page 3

Warning

This microscope is a scientic precision instrument designed to last for many years with a minimum of mainte­nance. It is built to high optical and mechanical standards and to withstand daily use. We remind you that this
manual contains important information on safety and maintenance, and that it must therefore be made acces­sible to the instrument users. We decline any responsibility deriving from incorrect instrument use uses that does
not comply with this manual.

Symbols and conventions

The following chart is an illustrated glossary of the symbols that are used in this manual.

CAUTION

This symbol indicates a potential risk and alerts you to proceed with caution.

ELECTRICAL SHOCK

This symbol indicates a risk of electrical shock.

Safety Information

Avoiding Electrical Shock

Before plugging in the power supply, make sure that the supplying voltage of your region matches with the
operation voltage of the equipment and that the lamp switch is in off position. Users should observe all safety
regulations of the region. The equipment has acquired the CE safety label. However, users have full responsibil­ity to use this equipment safely. Please follow the guidelines below, and read this manual in its entirety to ensure
safe operation of the unit.

Intended use

For research and teaching use only. Not intended for any animal or human therapeutic or diagnostic use.

Page 4

List of accessories and spare parts

CAT. NO. DESCRIPTION

M-755 Ergonomical binocular head.
M-755.1 Trinocular attachment for Ergonomical binocular head (M-755).
M-017 Eyepiece EWF10x/22mm.
M-021 Eyepiece micrometer EWF10x/22mm.

M-005 26x76 mm micrometric slide. Range 1 mm, div. 0,01 mm.
M-770 Objective IOS LWD PLAN Achromatic 4x/0,10 (w.d. 18mm).
M-771 Objective IOS LWD PLAN Achromatic for phase contrast 10x/0,25 (w.d. 10mm).

M-772 Objective IOS LWD PLAN Achromatic for phase contrast 20x/0,40 (w.d. 5,1mm).
M-773 Objective IOS LWD PLAN Achromatic 40x/0,60 (w.d. 2,6mm).
M-774 Objective IOS LWD PLAN Achromatic for phase contrast 40x/0,60 (to use with M-776).

M-776 Phase ring 40x (to use with M-774).

M-778 C-mount adapter for 1/3”,1/2” and 2/3” sensor.

M-036 Dust cover type 7.

M-795 Fluorescence attachment, HBO100W, B and G filtersets (only for IM-2).
M-792.1 Mechanical stage for IM-2 series.
M-793.1 Holder for Petri diameter 38mm (M-793.2 needed).
M-793.2 Holder for Terasaki and Petri diameter 65mm.
M-793.3 Holder for slide and Petri diameter 54mm.

M-793.4 Holder for 2+2 slides.
M-793.6 Holder for Utermöhl-Chamber (M-793.3 needed).

M-793.8 Load-bearing side extension for IM-2 series.

M-173 Photo adapter for APS-C and Full Frame Reflex cameras.

M-114 C-Mount adapter for 1/2” sensor.
M-116 C-Mount adapter for 2/3” sensor.

VP-IM IQ/OQ/PQ Validation Protocols.

Overview

M-755 + M-755.1
ERGONOMICAL
TRINOCULAR
HEAD

Page 5

Overview

FILTER HOLDER

PHASE
CONTRAST SLIDER

TRINOCULAR
VIEWING
TUBE
(FIXED)

DIOPTRIC
ADJUSTMENT
RING

EYEPIECE

LED
HOUSING

CONDENSER

COARSE
FOCUS KNOB

FINE FOCUS KNOB

TENSION
ADJUSTMENT
COLLAR

OBJECTIVE

STAGE

MICROSCOPE
BODY

LIGHT
ADJUSTEMENT

MAIN SWITCH

GLASS STAGE
INSERT

Page 6

Unpacking

The microscope is housed in a moulded Styrofoam container. Remove the tape from the edge of the container
and lift the top half of the container. Take some care to avoid that the optical items (objectives and eyepieces)
fall out and get damaged. Using both hands (one around the arm and one around the base), lift the microscope
from the container and put it on a stable desk.

Assembling

Once you open the box, these are the microscope’s components:

① Microscope body
② Condenser
③ Head
④ LED illuminator
⑤ Phase contrast slide
⑥ Eyepieces

⑦ Trinocular tube
⑧ Glass insert for stage
⑨ Objectives
⑩ Power cable
⑪ Brighteld lters (Blue, green and frosted)

⑪

⑩

③

④

⑤

⑥

⑦

⑧

⑨

①

②

Page 7

③

Fig.4

Fig.5

Fig.3

Fig.1

Fig.2

1. Turning the coarse focusing knob ① till the

nosepiece reaches its lowest position.

► For a safe transport, the nosepiece is

placed in the lowest position and the
tension adjustment collar ② is adjust-

ed to the appropriate tension when the
microscope leaves the factory. (Fig.3)

2. Screw the lowest magnication objective
on to the turret from the right side, then
turn the turret clockwise. Mount the other
objectives in the same way, following the
sequence from low to high.

► Note: the objectives can also be in-

stalled through the stage opening.
(Fig.4)

► Clean the objectives regularly. In inverted

microscopes, the objectives are very sen­sitive to dust.

► To prevent dust and contamination from

entering the microscope, cover all the un­used holes with dust caps ③. (Fig.5)

► When operating, use the low magnication

objective (10X) to search and focus the
specimen, then switch to higher magnica-

tions.

► When switching between objectives, slowly

turn the nosepiece until it clicks. The click
means that the objective is in the right posi­tion, in the center of the light path.

1. Take out the dust cap and x the optical

head using the screw ①. (Fig.1)

2. Insert the trinocular tube into the exit above

the head, and x it using the screw ②.
(Fig.2)

①

①

②

②

Installing the objectives

Installing the optical head

Page 8

1. When using the glass stage, make sure
that the insert is horizontal.

2. Install the stage insert in the stage open­ing. (Fig.8)

Installing the stage insert

Installing the eyepieces

Insert both eyepieces into the tubes of the
optical head. (Fig.9)

Fig.8

Fig.9

Fig.6

Fig.7

The stage extension can be installed on either
side of the stage to enlarge the working sur­face. The mechanical stage must be installed
on the side opposite the extension.

For right-handed operators, the mechanical
stage is normally installed on the right side.

1. Installing the stage extension: Screw the
bolts on to the extension, then mount the
extension from below the stage. (Fig.6)

2. Installing the mechanical stage: As for the
extension, the mechanical stage is xed
with two bolts under the stage. (Fig.7)

Installing the stage extension and
the mechanical stage (OPTIONAL)

Page 9

► Remove the lter holder, then install the

color lters you need. (Fig.13, Fig.14)

Mount the color lter at as shown in ①,

verifying that they are not tilted.

► If the color lter is tilted or otherwise

out of place ②, it may fall.

The color lters can be stacked in the

holder. This allows to install as many lters
as needed, as long as the whole thickness
is less than 11 mm.

Installing the color lters

Fig.13

Fig.14

Fig.10

Fig.11

Fig.12

1. Insert the condenser illumination unit into
the bracket. (Fig.10)

2. Turn the condenser illumination unit
clockwise about 90°, with the “AS” mark of
lter holder facing forwards. Screw the 2
xing mut with the supplied allen wrench.
(Fig.11)

3. Insert the connector plug ② into the con-
nector jack.

4. Push the LED housing gently into the ho­les of the illumination unit. (Fig.12)

Installing the condenser
illumination unit and the LED
housing

①

②

Page 10

1. Turn the main switch ① to “O”(off) before

connecting the power cord. (Fig.15)

2. Insert the cable into the power socket of
the microscope. (Fig.16)

3. Plug the power cord into the mains sock­et. Check for a safe connection.

► Please use the supplied power cord.

If lost or damaged, please refer to

qualied service.

► Connect the power cord to a grounded

(earthed) power supply only.

Before replacing the fuse, turn the main switch

to “O” (off) and unplug the power cord.

Rotate the fuse support out of the holder using
a straight screwdriver. Insert a new fuse in the
support, then rotate the support back into the
holder. (Fig.17)

► Fuse rating:

see back of the microscope.

Connecting the power cord

Replacing the fuse

Fig.15

Fig.16

Fig.17

①

Page 11

Setting the specimen

► For the best image quality, use asks,

Petri dishes and slides with a 1.2 mm
thickness.

1. Place the proper insert for your specimen
(according to the table on the right) on the
stage, and x it with the stage clip.

2. Turning the X and Y knobs, move the
specimen to the required position. (Move­ment Range: 120 (width) × 78 (length)
mm).

Moving the specimen

Move the specimen to the desired position by
freehand or by turning the knobs of the me­chanical stage.
► When switching objectives, take care

not to touch the adaptor plates with
the objectives, as their weight may
damage the front lens.

M-793.1

Holder for Petri diameter 38mm (M-793.2 needed)

M-793.2

Holder for Terasaki and Petri diameter 65mm.

M-793.3

Holder for slide and Petri diameter 54mm.

M-793.4

Holder for 2+2 slides.

M-793.6

Holder for Utermöhl-Chamber (M-793.3 needed).

M-793.8

Load-bearing side extension for IM-2 series

M-792.1

Mechanical stage for IM-2 series.

INITIAL SETUP

STAGE (OPTIONAL)

Using the microscope

①

②

Fig.18

Turning on the LED

Connect the power, turn on the main switch ①.

Adjusting the brightness

Turn the brightness adjustment knob ② to in-
crease and decrease the brightness. (Fig.18)

Adjusting the tension
► The coarse focusing knob ③ is pre

adjusted to a tight tension upon leav­ing the factory.

If the nosepiece drops down by itself, or the
specimen defocuses while adjusting the ne
focus knob ④, the coarse focus knob is too
loose. Turning the tension adjustment collar

⑤ in clockwise direction tightens the coarse

focus tension ③. Rotate in the opposite direc-
tion to decrease the tension. (Fig.18)

③

④

⑤

Page 12

Dioptric adjustment

1. Look into the right eyepiece with your right

eye only, and focus on the specimen.

2. Look into the left eyepiece with your left

eye only. If the image is not sharp, use

the dioptric adjustment ring ① to compen-

sate. (Fig.19)

► The adjustment range is ±5 diopter.

The number indicated on the adjust­ment ring graduation should corre­spond to the operator’s dioptric cor­rection.

Adjusting the interpupillary distance

Observing with both eyes, hold the two eye­piece prism assemblies. Rotate them around
their common axis until the elds of view co-

incide.

► The graduation on the interpupillary

distance indicator ②, pointed by the
spot “.” on the eyepiece holder, shows
the distance between the operator’s
eyes. (Fig.20)

The range of the interpupillary distance is 48-

75mm.

Selecting the light path

Pull the light path selector lever ③ sideways
using your thumb, selecting the light path you
need. (Fig.21)

VIEWING TUBE

②

Fig.19

Fig.20

Fig.21

LIGHT PATH SELECTOR

LEVER

BRIGHTNESS APPLICATION

In 100% used for binocular

observation

Binocular

observation

Out 20% used for binocular observation, and

80% used for video or photography

Binocular observation, television, and

micrography or video can be operated

simultaneously

③

①

Page 13

Using color lters

Selecting the appropriate color lters accord­ing your need. (Fig.22)

You can stack a group of color lters in the l­ter holder, if you ensure that they are level and
that the whole thickness is less than 11mm.

Using the aperture diaphragm

When in brighteld observation, the aperture
diaphragm controls the numerical aperture of
the illumination system. When the numerical
aperture of the objective and the aperture of
the illumination system match, the highest res­olution is achieved.

The aperture can be changed by moving the
aperture adjustment lever. ① is the image of
the aperture diaphragm, ② is the edge of the
objective).

Generally, when observing a fully chromatic
specimen, you need to set the size of the con­denser to 70-80% of the aperture of the objec­tive. When observing unstained samples (e.g.
bacteria), start from 70% and slowly turn the
aperture diaphragm lever clockwise. (Fig.23)

ILLUMINATION UNIT

Phase contrast slider

Adjustable phase slider.

● The light ring is pre-centered when the
microscope leaves the factory. It should
therefore need no further adjustment. If

a recentering is needed, it can be per-

formed via the two side bolts.

● The 10X/20X light ring ① must be used
with 10X and 20X phase contrast objec­tives, the opening ② can be used with the
40X phase ring (optional), and the open­ing ③ is used for bright eld. (Fig.24)

Installing the phase contrast slider

1. Insert the slider into the illumination sys-

tem, printed face up.

2. Pull the slider into the desired position, to

the click stop.

3. When in phase contrast observation, keep

the aperture diaphragm adjustment lever
on the “O” (open) position. (Fig.25)

PHASE CONTRAST

Fig.22

Fig.24

Fig.25

Fig.23

70-

30-

70-80%

30-20%

COLOR
FILTER

USE

Green Single contrast color lter used for phase

contrast microscopy

Blue Color temperature compensation color lter

blue used for bright eld observation and
microphotography

Frosted Used to increase the uniformity of illumination.

①

①

②

②

③

Page 14

Installing the photography adapter

1. To activate the video port, pull out light
path selector lever. (Fig.26)

2. Install the photography adapter into the
trinocular port according to its instructions.
(Fig.27)

3. Attach the camera ring (if any) to the

adapter.

4. Attach the camera to the ring.

● Warning: for some cameras (mainly re­ex) the ring is not included with the mi­croscope, and it should be supplied by the

user.

● For the photography of dark specimens,
obscure the eyepieces and the viewnder
with a dark cloth in order to reduce stray
light.

► When shooting with a SLR, the mirror

movement may cause camera move­ment. Please lift the mirror, use long
exposure times and use an extension
cord.

MICROPHOTOGRAPHY

Fig.26

Fig.27

Camera

Adapter

Page 15

Maintenance

Microscopy environment

This microscope is recommended to be used in a clean, dry and shock free environment with a temperature of
5°-40°C and a maximum relative humidity of 75 % (non condensing). Use a dehumidier if needed.

To think about when and after using the microscope

• The microscope should always be kept vertically when moving it and be careful so that no
moving parts, such as the eyepieces, fall out.

• Never mishandle or impose unnecessary force on the microscope.

• Never attempt to service the microscope yourself.

• After use, turn off the light immediately, cover the microscope with the included
dust-cover, and keep it in a dry and clean place.

Electrical safety precautions

• Before plugging in the power supply, make sure that the supplying voltage of your region
matches with the operation voltage of the equipment and that the lamp switch is in off-

position.

•

Users should observe all safety regulations of the region. The equipment has acquired

the CE safety label. However, users do have full responsibility to use this equipment safely.

Cleaning the optics

• If the optical parts need to be cleaned try rst to: use compressed air.

• If that is not sufcient: use a soft lint-free piece of cloth with water and a mild detergent.

• And as a nal option: use the piece of cloth moistened with a 3:7 mixture of ethanol and ether.
Note: ethanol and ether are highly ammable liquids. Do not use them near a heat source, near sparks or

near electric equipment. Use these chemicals in a well ventilated room.

• Remember to never wipe the surface of any optical items with your hands. Fingerprints can damage the

optics.

• Do not disassemble objectives or eyepieces in attempt to clean them.

For the best results, use the OPTIKA cleaning kit (see catalogue).

If you need to send the microscope to Optika for maintenance, please use the original packaging.

Page 16

Troubleshooting

Review the information in the table below to troubleshoot operating problems.

PROBLEM CAUSE SOLUTION

I. Optical Section:

The illumination is open, but the eld
of view is dark.

The plug of the LED holder is
not connected to the illumina-

tion set

Connect them

The brightness is too low Adjust to a proper setting

Too many colour lters have
been stacked

Minimize the number of the lters

The edge of the eld of view is
vignetted or the brightness is asym-

metric.

The nosepiece is not in the cor­rect position

Turn the nosepiece to a click stop

The color lter is partially

inserted

Insert the lter to full depth

The phase contrast slider is not

in the proper position

Move the slider to a click stop

Dust and stains can be seen in the
eld of view.

There are stains and dust on
the specimen

Clean the specimen

There are stains and dust on

the eyepiece

Clean the eyepiece

There is an apparent double image. The size of the aperture dia-

phragm is too small

Open the aperture diaphragm

Poor image quality:

The image is not sharp
The contrast is not high

The details are not clear
The phase contrast is low.

The nosepiece is not in the

center of the light path

Turn the nosepiece to a click stop

The aperture diaphragm in

the view of eld is opened too
much or too little

Adjust the aperture diaphragm

The lenses (condenser, objec­tive, eyepieces are culture
dish) is dirty

Thoroughly clean all the optical system

In phase contrast observation,
the bottom thickness of the
sample is more than 1.2mm

Use a sample holder whose bottom thick­ness is less than 1.2mm

A bright eld objective is used
for phase contrast observation

Switch to a phase contrast objective

The condenser ring is not

aligned with the objective

phase ring

Adjust the condenser ring to match the
objective phase ring

The light ring and/or the phase

contrast ring is not centered

Adjust the bolts to center them

The objective used is not com­patible with the phase ring

Please use a compatible objective

The phase contrast depends on

the sample position

The sample holder is not at. Move the
sample around until a compatible area is
found.

Page 17

One side of the image is out of focus. The nosepiece is not in the

center of the light path

Turn the nosepiece to a click stop

The specimen is out of place
(tilted)

Place the specimen at on the stage.

The optical performance of the
sample cover glass is poor

Use a cover glass of better quality

II. Mechanical Section:

The coarse focus knob is hard to

turn.

The tension adjustment collar is

too tight

Loosen the tension adjustment collar

The focus is unstable. The tension adjustment collar is

too loose

Tighten the tension adjustment collar

III. Electric section

The LED doesn’t turn on. No power supply Check the power cord connection

The brightness is not enough The brightness adjustment is

low

Adjust the brightness

The light blinks The power cord is poorly con-

nected

Check the power cord

IV. Viewing tube assembly

The eld of view of the two eyes is
different

The interpupillar distance is not

correct

Adjust the interpupillar distance

The dioptric correction is not
right

Adjust the dioptric correction

The viewing technique is not

correct, and the operator is

straining the eyesight

When look into the objective, do not stare
at the specimen but look at the whole eld
of view. Periodically, move the eyes away
to look at a distant object, then back into
the objective

V. Microphotography and video

The image is unfocused Incorrect focussing Adjusting the focus system as in the pres-

ent manual

The edge of the image is unfocussed To some degree, it is inherent

to the nature of achromatic
objectives

The problem can be minimized by a correct
setting of the aperture diaphragm

Bright patches appear on the image Stray light is entering the

microscope through the eye-

pieces and through the camera

viewnder

Cover the eyepieces and the viewnder
with a dark cloth

Page 18

Equipment disposal

Art.13 Dlsg 25 july 2005 N°151. “According to directives 2002/95/EC, 2002/96/EC and 2003/108/EC relating
to the reduction in the use of hazardous substances in electrical and electronic equipment and waste disposal.”

The basket symbol on equipment or on its box indicates that the product at the end of its useful life should be
collected separately from other waste.
The separate collection of this equipment at the end of its lifetime is organized and managed by the producer.
The user will have to contact the manufacturer and follow the rules that he adopted for end-of-life equipment
collection.
The collection of the equipment for recycling, treatment and environmentally compatible disposal, helps to prevent
possible adverse effects on the environment and health and promotes reuse and/or recycling of materials of the
equipment.
Improper disposal of the product involves the application of administrative penalties as provided by the laws in force.

OPTIKA S.r.l.

Via Rigla, 30 - 24010 Ponteranica (BG) - ITALIA Tel.: [phone] - Fax: [phone]

[e-mail] - www.optikamicroscopes.com

OPTIKA Spain

[e-mail]

OPTIKA USA

[e-mail]

OPTIKA China

[e-mail]

OPTIKA Hungary

[e-mail]

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