Glass vs. Magnetic DRO Scales - some info

ycroosh

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Greetings,
From time to time I run into passionate discussion about glass vs. magnetic scales. Magnetic scales are surrounded with a lot of mystique (and a fair amount of marketing BS), so I hope that I can provide some information that might be helpful to folks who can't decide between the two.

Disclaimer: I don't have a dog in this fight, so to say. My DIY DRO system (TouchDRO) can work very well with either type. The info below is based on my experience with many scale models, feedback from the customers and research I had to do to implement the DRO circuit (DRO scales have specific input requirements, etc.).

Most modern glass and magnetic scales are interchangeable. That is to say that they use the same power supply voltage (0-5V DC in majority of the cases) and output the same type of signal. It could be TTL, also called single-ended, and RS422, also called differential. Any DRO that works with TTL scales can use TTL or RS422 scales; most DROs that work with RS422 can work with TTL scales as well, but you'll loose some noise resiliency with very long cable runs. One caveat is the "Reference" line, which might not be compatible between different scale brands, but in case of Chinese DROs it's irrelevant most of the time.

The main difference between glass and magnetic scales is how they measure the distance:
Glass scales have a precisely etched glass strip with finely spaced lines and an opto-interrupter array that rides on that strip. The scales use Vernier principle to obtain 5-micron or 1-micron resolution from the grid that is spaced at larger intervals.
Magnetic scales use magnetoresistive sensor array (Hall effect) and a magnetic tape with 5mm or 2mm pole-to-pole distance. The sensors produce two analog sinusoidal analog signals 90 degrees apart (sine and cosine), and use a sine/cosine interpolation algorithms to produce 5 micron or 1 micron resolution respectively.
For more details about this, take a look at Magnetic DRO Scale Overview

Glass scales are easier and cheaper to make. Partially this is due to the economy of the scale (glass scales are much more common) and partially to the fact that the electronics involved in reading and conditioning the signal are much less complicated. Moreover, glass has very low coefficient of thermal expansion, so the scales are very stable. Finally, the reader outputs pulses that only need to be amplified, so the accuracy is determined only the quality of the etching and the sensor. As a result, dollar-for-dollar, glass scales are more accurate and repeatable. In particular, even the cheapest Chines scales are very accurate (low-end manufacturers still buy off-the-shelf encoders and glass strips, so they can't cut corners there).

The main three drawbacks are:
1. They come in fixed sizes. They are hard to cut (although possible with care) and there is upper limit to how long they can be.
2. The scale is physically larger, so they don't work very well for tight quarters
3. If mounted incorrectly, moisture and dirt can get it and cause problems. (In most cases the scale can be cleaned relatively easily, though)
4. Since the reader is mechanically decoupled from the external head, glass scales can tolerate a lot of misalignment in all directions.

Magnetic scales are less common and inherently more expensive to make. First of all, interpolation electronics must have very tight tolerances: maximum delta between sine and cosine signal is under around 4V with 5Vcc; 5 micron scales have to interpolate 5mm pole-to-pole distance by splitting 4V into 1000 discrete values, so any noise or temperature drift will affect the accuracy. Second, magnetic tape has to be very uniform, consistent and temperature stable, which requires exotic materials and very precise process. All this costs money. Finally, there are several types of interpolation mechanism. Each is a tradeoff between speed, accuracy and cost. Fast, accurate and cheap does not exist. High-end scales are very fast and accurate, but cost a lot of $$$. Low-end stuff uses fast and cheap approach, but sacrifices accuracy (due to lower noise resistance and lack of error correction mechanism). Moreover, magnetic tape is a great place to cut costs, so many Chinese scales come with what is basically refrigerator tape and have relatively large non-linear error. (if accuracy really matters in your application, make sure you at least get the magnetic tape from a reputable brand).

Magnetic scales have a few important benefits:
1. They are less bulky, and can therefore be used in tight quarters or on smaller machines
2. The tape comes in huge rolls, so magnetic scales are a good option for very long axis travels (and will likely be more accurate than a rack-and-pinion, or belt and rotary encoder setup)
3. Magnetic scales are almost immune to coolant and lubricant ingestion.
4. Components are sold separately, so they are very DIY friendly. I.e. you can buy the reader and any length of tape and make your own scales.

The main drawbacks are:
1. Magnetic scales are EXTREMELY sensitive to misalignment and tape-to-sensor distance fluctuations. The sensor has to be mounted very accurately maximize signal-to-noise ratio; the scale will "work" with some misalignment, but the reading will be inaccurate.
2. Magnetic particles between the tape and the sensor can throw off the reading
3. Low-cost magnetic tape [usually] uses poor quality materials. This means that the magnetic filed is inconsistent, and very often the adhesive is not chemical resistant (WD-40, for instance, can over time affect the tape).

#1 and #2 are VERY important if you care about the accuracy of your DRO. The error introduced by noise, swarf, and uneven distance is very hard to spot. A DRO is a precision instrument, so it pays to take precautions to minimize the chance of this error. This means that you should read and carefully follow the instructions from the manufacturer. I see statements along the lines of "I had this scale under a pile of chips and it still works, therefore magnetic scales are bullet proof". They are NOT bullet proof. Just because you get a reading that includes ten-thousandths of and inch, doesn't mean that the reading is accurate. Take a look at this article: Important DRO Scale Parameters for explanation between accuracy and resolution.


So, the bottom line is that glass and magnetic scales have their strengths and drawbacks. Glass scales dominate the DRO market because they offer a great balance of price, accuracy and durability. For a given quality/accuracy, glass scales will be about 2-3x cheaper. Magnetic scales, on the other hand, offer more mounting flexibility and are the only option in some cases. I usually recommend glass scales if you can find a model that fits your machine, and magnetic scales for tricky mounting situations. For example, on small and mid-sized lathes, a long 5-micron glass scales for the Z axis (apron travel) will be cheaper and easier to mount. For the cross slide, a low profile 1-micron magnetic scale will often be a good choice. On a mill, glass scales often fit very well, except on the quill. In this case a magnetic scale with some creative mounting is often the only option.


I hope this will be helpful for the folks who are deciding between glass and magnetic scales. If I missed anything, please feel free to ask questions.

Regards
Yuriy
 
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This is a terrific summary, Yuriy. Thank you! I wish I had known all this a few years ago. Now, if only a miniature glass X axis scale could be had for the lathe cross slide, wow.

I have had some issues trying to use linear compensation on my Ditron mag scales, now the factory say try non-linear.
Oh my, this is not going to be pretty.
 
This is a terrific summary, Yuriy. Thank you! I wish I had known all this a few years ago. Now, if only a miniature glass X axis scale could be had for the lathe cross slide, wow.

I have had some issues trying to use linear compensation on my Ditron mag scales, now the factory say try non-linear.
Oh my, this is not going to be pretty.
Thank you
There are two sources of non-linear error:
1. Inconsistent tape (i.e. low quality)
2. Uneven distance (wavy tape or non-flat mounting surface)
Ditron (as far as I can tell) doesn't make their magnetic scales. I don't know who the manufacturer is, but the MR500/MR500C is made by someone else and is white-labeled by DItron. The head itself is pretty decent (it uses cheaper interpolation mechanism, but manufacturing tolerances seem to be pretty good). The tape that I came across is basically "hot garbage".
If would run an indicator along the tape and see how flat it is. If you see delta of more that a few thousandths, try to get it more flat (i.e. use a backing piece, etc.).
If you can throw some money at the problem, try getting EMS 5mm tape. You can buy it from DRO Pros, but it's pretty expensive there. At one point I was able to contact EMS directly and they sold me a 1-meter sample, but I'm not sure if this is their accepted practice.

Regards
Yuriy
 
Good posting Yuriy! I have seen a few different size glass scales available. IIRC the standard is KA300 and the low profile one is KA500.
I think there is a smaller one still- KA200?
The smaller ones cost more, of course.
-Mark
 
When I installed my Ditron D80s on my mill and lathe, I bought generic 1000mm long glass scales from eBay and cut them into the lengths needed. I didn't find it difficult at all.

I disconnected the hydraulic piston and set my grizzly bandsaw up for vertical cutting.

I held the scale with the opening facing up and cut a third of the way through each side of the extrusion, leaving the glass and spine untouched. Then carefully set in on the work bench and used a Dremel cut-off wheel to zip through the last bet of aluminum in the spine and through the glass.

After cutting to length, I was able to get the Dremel cut-off wheel into the end at an angle and shorten the glass enough that the end caps fit back on.

The 1" diameter Dremel cut-off wheels go through the glass like a hot knife through butter. It just kinda liquefies when the wheel touches it.

I did 5 scales that way, for both my mill and lathe. That was several years ago and it's all still working great.
 
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When I installed my Ditron D80s on my mill and lathe, I bought generic 1000mm long glass scales from eBay and cut them into the lengths needed. I didn't find it difficult at all.

I disconnected the hydraulic piston and set my grizzly bandsaw up for vertical cutting.

I held the scale with the opening facing up and cut a third of the way through each side of the extrusion, leaving the glass and spine untouched. Then carefully set in on the work bench and used a Dremel cut-off wheel to zip through the last bet of aluminum in the spine and through the glass.

After cutting to length, I was able to get the Dremel cut-off wheel into the end at an angle and shorten the glass enough that the end caps fit back on.

The 1" diameter Dremel cut-off wheels go through the glass like a hot knife through butter. It just kinda liquefies when the wheel touches it.

I did 5 scales that way, for both my mill and lathe. That was several years ago and it's all still working great.
Oh, I didn't mean to say that you can't cut them. I guess I should've said "it's harder to cut glass scales than magnetic". I've cut three scales using very similar method (to cut through aluminum I used a power hack saw mounted in a vise and then a diamond cutoff wheel on a Dremel. It's still a bit of a butt clinching exercise, compared to magnetic scales, and I did screw up one scale a bit this way (the glass cracked at an angle while I was cutting the extrusion and I lost about 1.5" of travel). Good info, though.
 
After getting all kinds of contradicting advice from the interweb I decided to forge ahead and figure it out for myself. All three of my glass scales had some extra length so I decided to make some test cuts. The first thing I tried was just lopping it off with a band saw without disassembly. I blew out the chips with air and then checked the fit of the cap. I had read that people recess the glass so the cap will go on but after I close look I realized that the cap had a rib that was only hitting the scale in one place so I milled a piece of the rib out for clearance. This worked great and I proceeded to cut all three scales to length in 15 minutes. That was a few years ago and it's still working great.
 
After getting all kinds of contradicting advice from the interweb I decided to forge ahead and figure it out for myself. All three of my glass scales had some extra length so I decided to make some test cuts. The first thing I tried was just lopping it off with a band saw without disassembly. I blew out the chips with air and then checked the fit of the cap. I had read that people recess the glass so the cap will go on but after I close look I realized that the cap had a rib that was only hitting the scale in one place so I milled a piece of the rib out for clearance. This worked great and I proceeded to cut all three scales to length in 15 minutes. That was a few years ago and it's still working great.

How did the glass look, where the bandsaw blade went through?

I'm assuming it didn't cut cleanly through glass. Was the break fairly clean and vertical?


Edit:
I've got plenty of scrap cut-off pieces of glass scale. Test with pics coming up.. BRB.
 
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Ok, so I threw it on the bandsaw and hit the go button. Not even the slightest bit careful. I cut off both ends.





Here are the results on the ends of the glass itself.



And







So, on one end I cut through surprisingly strait. The other end broke at about a 45° angle, so about 3/8" of the scale end was broken.

Considering that the end cap protrudes into the extrusion by about 1/4" and the read head can't read all the way to the end of the glass anyway, these are totally useable.

I imagine that if I went slower and was more careful it would have been even better.
 
How did the glass look, where the bandsaw blade went through?
I'm assuming it didn't cut cleanly through glass. Was the break fairly clean and vertical?
Edit:
I've got plenty of scrap cut-off pieces of glass scale. Test with pics coming up.. BRB.

I believe I cut mine vertically. It was years ago. The end was kinda frazzled and had grain about the size of the sawblade teeth. The reader can't get anywhere near the end of the scale so it worked out fine.
 
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