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Servo-encoder

odometry sensor for a simple robot

R/C model servos are very popular way to propel small robots. They are relatively cheap and powerful with quality gears and built-in electronics. Unfortunately servo itself does not have any sensor, which would measure how fast it turns. This is the task for optical incremental encoders. In this article we will show a compact solution to incorporate an optical encoder in standard R/C model servo case.

Once we have the information from incremental encoder about the distance traveled by each wheel, we can easily calculate new robot's position using odometry and use the robot for more sophisticated missions.

Encoder implementation

Encoder wheel
Encoder wheel
The simplest solution is to attach a sensor to the robot's wheel. Unfortunately this solution has many disadvantages: a sensitivity to ambient light, a possibility of a damage during collisions, a need for position tuning for every robot disassembly etc. For this reason we decided to place encoder directly into the servo housing and create a compact actuation device with a feedback sensor.
For the first experiment we used sensors from the very affordable PC wheeled mouse. The encoder wheel replaced the original potentiometer and the double optical gate was attached to the side of the housing. This solution worked (and still works after more than 2 years) but the initial setup was very difficult. Tuning the optical gate placement has turned into a horror :-(. This led us to a solution that would be easier to replicate.
The idea was taken from Pavel Jiroutek's RoboRat. It was further extended to yield a proper quadrature signal that provides also the direction of the rotation. The CNY70 sensors used in the original RoboRat are to big to fit two of them inside the housing so we used QRD1114 instead. It is cheaper, smaller and appears to be even more sensitive than CNY70.
The final solution can be built (with a bit of patience) in an hour and requires parts for less than 100 Kč (approximately $4). The reward then is this warm feeling of good work done and a compact propeller with an encoder for your small robot.

What do we need?

For modification we will use broadly available servo Hitec HS-322.

Other parts:

IR reflexive photo-gate QRD11142x
resistor miniature - 2k72x
SMD resistor size 1206 - 220ohm1x
SMD resistor size 1206 - 4k72x
SMD ceramic capacitor size 1206 - 100nF1x
SMD integrated circuit 74HC141x
four wire cable (the same cross-section like servo cable)
circuit board (it is possible to build it without the board, but the result is less robust)

Tools:

  • soldering iron
  • needle-shaped files
  • drilling-machine and drill (3-4mm)
  • Phillips screwdriver
  • pincers
  • knife
  • brush and black matte color (for example for model kits)
  • adhesive tape

Procedure

Let's start with the servo disassembly. Unscrew lower cover and unsolder supply for the motor. Remove control board from the servo — the last servo series were fixed with some glue, so it may be slightly stiff. Cut-out potentiometer connections and take apart gears. It is necessary to remove/cut small limits which restricts motion to 180° only. Use pincers and knife for clean cut. Unscrew potentiometer and pull it out.
Now we will have to deal with the hardest part, preparation of holes for the optical sensors. You can use template (print it out with 600 DPI resolution).
Attach template to servo box so that circular whole match axis of the first gearwheel. Mark the holes. Using adhesive tape protect the motor from the dust (it is very hard to clean it afterwards). Drill holes to both openings < 4mm and using small file finish desired shape. Test it by placing the sensor.
The next task is to enlarge the hole for the sensor cable. We can use file again to do it — askew inside file slope.
Finally we have to paint the gearwheel (one half has to be black). Remove all grease, protect other half with adhesive tape and paint it. We recommend mate black color for model kits. When wheel gets dry and clean small bits of leaked color below the tape (you can use a knife).
The quality of the signal from sensors was far beyond our expectation (see the picture from oscilloscope). This means that the outputs could be directly fed into the chip, but better practice is to filter signals through Smitth trigger. The values of resistors were selected experimentally.
Place resistors, capacitor and integrated circuit on the board. The sensors should be oriented by phototransistor, i.e. darker side out. Solder them so the upper side would match with the servo surface (see the picture). Solder sensors with bottom side 3.5mm above the board or rather directly in the servo. Place and solder DPS (there is not much space, but we can be sure that sensor will be where we wanted).
Population of DPS
Population of DPS
Because sensors do not have fixed LED and phototransistor in the body, glue their terminals (do not use fast glue — vapor can "steam up" optical parts). Solder terminals to the board.
It is time to try the sensor. Insert the board into servo with insolating cover, fasten it with the potentiometer screw. Assemble the gears, connect 5V and check encoders output. If everything is all right then you should be able to see desired changes on encoder output. Now we can complete the board: remove unused cables from potentiometer and replace them by 2k7 resistors. Encoder cable place to enlarged hole and return control board back to original place. Solder motor terminals and check encoders again with running motor.
How to control servos you can learn in guide Servo control and how to evaluate encoder output will be in some future article.

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