Installing encoders

Encoders shafts and in turn their bearings are subjected to loads for a variety of reasons:

  • Installation tolerances when mounting the encoders (radial and angular displacement)
  • Thermal changes, e.g. linear expansion of the drive shaft
  • Effects of wear, e.g. radial runout of the drive shaft or vibrations

These load factors have a direct effect on the life expectancy of the shaft bearings and on the quality of the signal. Facilities must therefore be provided during installation to compensate for these forces. For encoders having a solid shaft this is generally done by using shaft couplings between the drive shaft and the encoder shaft. The solution with hollow shaft encoders is to use stator couplings, fixing brackets or torque stops between the encoder flange and the mounting surface.

Not making use of a coupling but instead rigidly mounting the shaft and the encoder housing generally leads to unacceptably high loads on the bearings; the ensuing wear will cause the encoder to fail prematurely.

In order to avoid permanent damage of the encoder, certain bearing loads should not be exceeded. If hollow shaft encoders are correctly installed and the torque stops or stator couplings that are available from Kübler are used, then no problems should occur. For solid shaft encoders the maximum permitted axial and radial loads are shown in the appropriate technical data.


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