Renishaw TONiC FS T40x1 Series, TONiC RESM20 Functional Safety Manual

Installation guide
M-6688-9043-02-B
TONiC™ FS T40x1 RESM20 angle encoder system
RSLM high accuracy linear encoder
Functional Safety installation guide and safety manual
Product compliance 1
Denitions 2
Information for use 2
Functional Safety data declaration 2
Safety function 3
Certication 4
Storage and handling 5
TONiC FS T40x1 readhead installation drawing 6
RESM20 installation drawing (‘A’ section) 7
RESM20 installation drawing (‘B’ section) 8
System connection – DOP interface 14
T40x1 readhead and RESM20 compatibility 15
Readhead mounting and alignment 16
System calibration 17
Diagnostic LEDs 18
Output signals 19
Speed 20
Electrical connections 21
Outputspecications 22
Generalspecications 23
Select a mounting option 9
Taper mount method 9
Interferencetmethod 11
TONiC FS quick-start guide 12
Cable connection 13
System connection – Ti interface 13
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
Ringtechnicalspecications 23
TONiC Ti interface drawing 24
TONiC DOP interface drawing 24

Product compliance

This document is an installation guide and safety manual, which details the actions required for the safe
integration of the TONiC FS (Functional Safety) encoder system, as designated by the T4 prex in the part
number, into a functionally safe system; this will be referred to as TONiC FS system in the below document.
SIL2
FUNCTIONAL
SAFETY
PLd
The TONiC FS system as dened below is suitable for use in a Category 3 performance leveld(PLd) application in compliance with ISO13849 and in a safety integrity level 2 (SIL2) application in compliance with IEC61508 and IEC61800-5-2 when installed and operated in accordance with the instructions dened.
Failure to follow the correct use instructions or heed the limitations may result in SIL2 and/or PLd
notbeingachievedandwillinvalidatetheFunctionalSafetycertication.
A copy of the TONiC FS certicate is available from our website at www.renishaw.com/productcompliance.
C
Renishaw plc declares that TONiC FS system complies with the applicable standards and regulations.
A copy of the EU declaration of conformity is available from our website at
www.renishaw.com/productcompliance.
For further details of FS compliance see ‘Certication’ on page 4.
FCC compliance
This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. The user is cautioned that any changes or modications not expressly approved by Renishaw plc or authorised representative could void the user’s authority to operate the equipment. This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses,
and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the
interference at their own expense.
NOTE: This unit was tested with shielded cables on the peripheral devices. Shielded cables must be used
with the unit to ensure compliance.
Patents
Features of Renishaw’s encoder systems and similar products are the subjects of the following patents and patent applications:
EP0748436 US5861953 EP1173731 US6775008B2 JP4750998
CNCN100543424C US7659992 JP4932706 CNCN100507454C US7550710 EP1766335 CNCN101300463B EP1946048 US7624513B2 JP5017275 CNCN101310165B US7839296 EP1957943 US6481115 IL138995 EP1094302 CN1293983 GB2397040 JP4813018 US7723639 CN1314511 EP1469969 JP5002559 US2005045586
Disclaimer
RENISHAW HAS MADE CONSIDERABLE EFFORTS TO ENSURE THE CONTENT OF THIS DOCUMENT IS CORRECT AT THE DATE OF PUBLICATION BUT MAKES NO WARRANTIES OR REPRESENTATIONS REGARDING THE CONTENT. RENISHAW EXCLUDES LIABILITY, HOWSOEVER ARISING, FOR ANY INACCURACIES IN THIS DOCUMENT.
The packaging of our products contains the following materials and can be recycled.
Packaging Component Material ISO 11469 Recycling Guidance
Outer box Cardboard Not applicable Recyclable
Polypropylene PP Recyclable
Inserts Low Density Polyethylene Foam LDPE Recyclable
Cardboard Not applicable Recyclable
Bags High Density Polyethylene Bag HDPE Recyclable
Metalised Polyethylene PE Recyclable
REACH regulation
Information required by Article 33(1) of Regulation (EC) No. 1907/2006 (‘REACH’) relating to products containing substances of very high concern (SVHCs) is available at www.renishaw.com/REACH
Further information
Further information relating to the TONiC FS encoder range can be found at
www.renishaw.com/safety-encoders and is also available from your local representative. This document
may not be copied or reproduced in whole or in part, or transferred to any other media or language, by any means without the written prior permission of Renishaw. The publication of material within this document does not imply freedom from the patent rights of Renishaw plc.
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
The use of this symbol on Renishaw products and/or accompanying documentation indicates that the
product should not be mixed with general household waste upon disposal. It is the responsibility of the end
user to dispose of this product at a designated collection point for waste electrical and electronic equipment
(WEEE) to enable reuse or recycling. Correct disposal of this product will help to save valuable resources and prevent potential negative effects on the environment. For more information, please contact your local waste disposal service or Renishaw distributor.
1
Denitions

Functional Safety data declaration

WARNING A hazard with a medium risk of injury if not avoided
ESD handling
Mechanical safe position
Evaluation unit
System manufacturer
System installer

Information for use

The ESD Susceptibility Symbol consists of a triangle, a reaching hand, and a slash through the reaching hand. The triangle means ‘Caution’ and the slash through the reaching hand means ‘Don’t touch’.
The maximum distance the scale might move from its installed position, for example if the xings work loose.
External item of equipment in which the output signal of the encoder is evaluated,
e.g. machine controller or safety relay.
Personnel with responsibility for selecting the encoder and verifying its capability is
appropriate for the safety related application.
Personnel with responsibility for tting the encoder in the specic application.
WARNING Not to be used in environments where there is an explosive atmosphere WARNING Not to be used by medical devices
The TONiC FS system is designed to be used as part of a safety-related control system as specied by the system manufacturer. It is the responsibility of the system manufacturer to set the evaluation unit to implement the appropriate
actions when the TONiC FS system reports an error. The decision to use this system for the intended purpose is the
responsibility of the system manufacturer. The TONiC FS system is certied to the SIL and PL levels as shown in the ‘Functional Safety data declaration’, however the system manufacturer must conduct their own assessment of the full
system to determine its safety capability.
Correct use includes:
X Operating the TONiC FS system within the limits dened in this document. X Installing the system as described in this document. X Maintaining the system as described in this document.
System components:
The TONiC FS system comprises the following parts:
X TONiC FS readhead. X TONiC Ti0000A00A or DOP interface. X RESM20 ‘A’ section or ‘B’ section ring.
NOTES:
X Rings retained by interference t only (unbolted) are not approved for use with the TONiC FS encoder system.
X Only the analogue sine and cosine outputs are functionally safe.
If the original termination supplied with the TONiC FS system is altered or an extension cable used, then it is the responsibility of the system manufacturer to make sure the system is compliant with IEC 61800-5-2 Annex E
–Electromagneticimmunityrequirementforsafetyrelatedsystems.
Productidentication TONiC FS (Functional Safety)
IEC61508safetydata
TONiC
readhead
Safety integrity level 2
Random hardware failures (per hour)
PFD
avg
l
l
l
l
1.77 × 10
S
8.41 ×10
D
7.57 × 10
DD
8.41 × 10
DU
Not available as this system does not support low
PFH (per hour) 8.41 × 10
Architectural constraints
Type B
HFT 0
−7
−8
−8
−9
−9
SFF 96%
Hardware safety integrity compliance
Systematic safety integrity compliance
Systematic capability SC 2
Demand mode Continuous
TONiC
readhead and
Ti interface
1.77 × 10
1.38 × 10
1.25 × 10
1.38 × 10
demand mode
1.38 × 10
Route 1H
Route 1S
ISO13849safetydata
TONiC
readhead
MTTF
(years) 1300 800 300
D
Diagnostic coverage Medium (90%)
Category 3
Performance level d
Lifetime/replacement limits 20
TONiC
readhead and
Ti interface
−7
−7
−7
−8
−8
TONiC readhead and DOP interface
1.77 × 10
3.49 × 10
3.14 × 10
3.49 × 10
3.49 × 10
−7
7
7
8
8
TONiC readhead and DOP interface
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
2

Safety function

The TONiC FS system provides 1 Vpp (nominal) sine and cosine outputs, where the sine and cosine outputs are 90° phase shifted, in order for the evaluation unit to perform incremental counting and
therebyconrmmachinepositioniswithinsafelimits.
The following restrictions apply to this claim:
X The system installer must perform a veried commissioning test during installation.
X The system repairer must perform a veried commissioning test following replacement of a system part.
X When installed correctly, the TONiC FS system shall have mechanical safe position not exceeding 2.5°.
NOTE: Thermal expansion effects of the scale and readhead mounting tolerances are excluded from the
mechanical safe position.
X The TONiC FS system includes no self-diagnostic function.
NOTE: Faults are detected only by the evaluation unit monitoring. When errors are detected it is the responsibility of the system manufacturer to place the system into a safe state.
Fault exclusions
The following will invalidate the Functional Safety certication of the TONiC FS system (see page 4):
X Faults caused by cutting and reconnecting the readhead cable or extending the readhead cable.
X Incorrect installation of the readhead.
X Incorrect installation of the scale.
X Dismantling of the TONiC readhead or the Ti or DOP interfaces.
X Operating the system outside of the limits specied within this installation guide.
Failure modes
Failure modes are detected by evaluation unit monitoring. See ‘Functional Safety data declaration’ on page 2
for a summary of the FMEDA.
NOTE: For the purposes of the FMEDA calculation, the following conditions have been assumed:
Method: SN29500 Environment: Ground mobile Temperature: 85°C
Installation
For the safety function to be valid the instructions detailed in this installation guide must be followed.
Commissioning test
The following check must be performed when commissioning the TONiC FS system and after any repair of the system.
NOTE: Repair is by replacement of system parts only.
Axis movement check Move the axis over its full travel to verify the following:
X Position output is correct within a tolerance of ±10%.
X Direction of movement is correct.
X The signal amplitude for both sine and cosine signals falls within the limits
dened in ‘Evaluation unit monitoring’.
Evaluation unit monitoring
To achieve full system integrity the evaluation unit must continuously monitor the analogue outputs and,
in the case of fault detection, place the system into a safe state within the process safety time.
Signal amplitude check Nominal signal amplitude value is 1V, indicating full signal strength where
√ (sine2 + cosine2) = 1V. A fault condition must be asserted if the analogue output is ≤0.7 V and ≥1.35 V.
Sine/cosine cross check Sine and cosine signals must be evaluated separately and the results
compared. A fault condition must be asserted if the phase shift is incorrect with reference to the safe position limit for the system, see ‘Output
specications’ on page 22.
Following error check Following error is dened as the difference between the expected position
and position feedback. A fault condition must be asserted if the following error
exceeds the safe position limit for the system.
NOTES:
X The evaluation unit must achieve medium diagnostic coverage (≥90%) according to ISO13849.
X Improper setting of the switching thresholds and hysteresis in signal evaluation can result in incorrect
determination of direction of rotation, position or speed.
X A persistent fault condition may indicate a hardware failure of the TONiC FS system or an
installation problem.
Maintenance
The maintenance check intervals will be dened by the system manufacturer according to their risk assessment. There are no user serviceable parts within the readhead and interface.
The following maintenance actions are advised:
X Check the readhead to bracket screws are correctly tightened.
X Check for worn or damaged cable connecting the readhead to the interface.
X Check that the scale has not been damaged or contaminated. If required, clean the system using
approved solvents (see ‘Storage and handling’ on page 5).
NOTE: Do not retighten the screws securing the encoder ring as this will change the ring settings.
Repair
The replacement parts must have the same part number as the original parts. The new system must be installed and commissioned in accordance with the ‘Commissioning test’. In the event of failure the affected parts should be returned to Renishaw for further analysis. Using damaged parts invalidates the Functional Safety certication.
Proof testing
It is the responsibility of the system manufacturer to dene any proof testing of the system. Due to the diagnostic coverage (DC) and safe failure fraction (SFF) required to achieve SIL2, the encoder can only
support continuous demand use.
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
3
Certication
EU declaration of conformity
TONiC FS encoder system
FunctionalSafetyCerticateNo.FSC001
SIL2
FUNCTIONAL
SAFETY
PLd
Under the terms of CSA SIRA Functional Safety Certicate SIRA CASS00023/01, for the management and self-certication of functional safety activities up to SIL3/PLd:
Renishaw plc declares that the products listed by this installation guide meet the requirements of:
BS EN IEC 61508-1:2010, BS EN IEC 61508-2:2010 and BS EN IEC 61508-3:2010
BS EN 61800-5-2:2017 (IEC 61800-5-2:2016)
BS EN ISO 13849-1:2015 and BS EN ISO 13849-2:2012
when used as an element/subsystem in safety related systems performing safety functions requiring up to
and including:
SIL2 with HFT = 0 (1oo1)
Category 3, PLd.
Renishaw plc declares under its sole responsibility that the products identied below are in conformity with all relevant Union legislation.
Name Description
Product Name: TONiC FS encoder system
Description: TONiC optical encoder system, that is FS certied
Part no.: T3xxx (Linear); T4xxx (Rotary)
Valid from: Serial number 2AHF37
Serial number 2AHF79
The products comply with EU directives:
2014/30/EU Electromagnetic compatibility (EMC)
2011/65/EU On the restriction of the use of certain hazardous substances
inelectrical and electronic equipment (recast)
and comply with the following technical standards:
BS EN 12100:2010 Safety of machinery. General principles for design.
Risk assessment and risk reduction
BS EN 61010-1:2010 Safety requirements for electrical equipment for measurement,
control, and laboratory use
Part 1: General requirements
BS EN 61326-1:2013 Electrical equipment for measurement, control and laboratory use.
EMC requirements. General requirements
Immunity to Table 2 - Industrial electromagnetic environment Emissions to Class A - Industrial electromagnetic environment
BS EN 62471:2008 Photobiological safety of lamps and lamp systems
The persons authorised to compile the technical le and issue the declaration of conformity are:
Steve Oakes, Director & General Manager, Encoder Products Division
Martin Curtis, Regulatory Compliance Manager, Encoder Products Division
Renishaw plc, New Mills, Wotton-under-Edge, Gloucestershire, GL12 8JR, United Kingdom
Signed: M. Curtis
Dated: 30/09/2019
Place: Wotton-under-Edge
Reference no. EUD 2019-003
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
BS EN IEC 63000:2018 Technical documentation for the assessment of electrical and
electronic products with respect to the restriction of hazardous substances
4

Storage and handling

TONiC RESM rings are non-contact optical encoders that provide good immunity against
contaminantssuchasdust,ngerprintsand lightoils.
However, in harsh environments such as machine tool applications, protection should be
providedtopreventingressofcoolantoroil.
Ring and readhead
N-heptane
Ring only
Acetone
Readhead only
Acetone
Storage
CH3(CH2)5CH
3
Chlorinated
Solvents
3
CH3COCH
CH3COCH
3
Chlorinated
Solvents
+70°C
−20°C
Propan-2-ol
CH3CHOHCH
3
Methylated
Spirits
Methylated
Spirits
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
Operating
+70°C 0°C
Humidity
95% relative humidity
(non-condensing) to
IEC60068-2-78
5

TONiC FS T40x1 readhead installation drawing

(RESM ‘A’ section ring shown)
18
31
2 off mounting holes M2.5 through, counterbored Ø3 × 2.75 deep from
alternative mounting face
3
16
Optical centreline (incremental and reference mark)
‘A’ section – Offset 1.75 ±0.5 ‘B’ section – Offset 3.25 ±0.5
7.5
(Yaw tol. ±0.4°)
0.25
(Roll tol. ±0.5°)
0.08
11
13.5
Dimensions and tolerances in mm
*
8.75
*
R>20 Dynamic bend radius R>10 Static bend radius
±0.25
Ø4.25
4.6
6 min
22
11.5
29
35
23
3
Recommended mounting faces
Set-up LED
CAL/AGC LED
2 off mounting holes 2.5 through, counterbored Ø3 × 2.3 deep both sides
(Pitch tol. ±1°)
0.6
Rideheight 2.1 ±0.15
Forward direction of ring
(increasing count)
4.25
Alternative
mounting
face
4.15
10
* Extent of mounting faces.
NOTE: External magnetic elds greater than 6 mT, in the vicinity of the readhead, may cause false activation of the limit and reference sensors.
Minimum thread engagement 5mm (7.5 including counterbore). Tightening torque 0.25 to 0.4 Nm.
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
6

RESM20 installation drawing (‘A’ section)

Dimensions and tolerances in mm
N holes equally spaced on PCD ØDH Ø3.5 through counterbore top face Ø6 × 3 deep
N holes equally spaced on PCD ØDH M3 × 0.5 through counterbore top face Ø3.5 × 4 deep
A
10
A
θ
0.5 × 45°
15° ±0.2°
1 × 45°
3
ØDI
Section A–A
ØDH
ØDO
NOTE: θ is the angle between one tapped hole and the adjacent clearance hole. The angle between two clearance holes is 2θ.
TONiC RESM20 Functional Safety installation guide and safety manual Original instructions
Nominal external
diameter
(mm)
52
57
75
100
103
104
115
150
200
206
209
229
255
300
350
413
417
489
550
*
There are no tapped holes on the 489 mm ring. IMPORTANT: TONiC FS readheads must be used with the correct size RESM. Ensure matching part numbers when ordering.
Line
count
8 192
9 000
11 840
15 744
16 200
16 384
18 000
23 600
31 488
32 400
32 768
36 000
40 000
47 200
55 040
64 800
65 536
76 800
86 400
DO
(mm)
52.20 30.04
52.10 30.00
57.35 37.04
57.25 37.00
75.40 55.04
75.30 55.00
100.30 80.04
100.20 80.00
103.20 80.04
103.00 80.00
104.40 80.04
104.20 80.00
114.70 95.04
114.50 95.00
150.40 130.04
150.20 130.00
200.40 180.04
200.20 180.00
206.50 186.05
206.10 186.00
208.80 186.05
208.40 186.00
229.40 209.05
229.00 209.00
254.80 235.06
254.40 235.00
300.40 280.06
300.20 280.00
350.40 330.06
350.20 330.00
412.70 392.08
412.30 392.00
417.40 380.10
417.00 380.00
489.12 451.10
488.72 450.90
550.20 510.10
549.80 510.00
DI
(mm)
Mounting holes Readhead
DH
(mm)
40 6 30°
47 6 30°
65 6 30°
90 6 30°
90 6 30°
90 6 30°
105 6 30°
140 9 20°
190 12 15°
196 12 15°
196 12 15°
219 12 15°
245 12 15°
290 16 11.25°
340 16 11.25°
402 18 10°
390 18 10°
462
520 20
N
20
θ
18° *
model
T4021
T4011
T4001
7
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