MFG-MECH15-05 · Lesson 9 · 16 clock hours · lab
Servo Drive Systems: Feedback Devices, Encoders, and Basic Commissioning
Objective. Students will identify resolver and incremental encoder feedback signals on a servo system, configure a servo drive for speed/torque mode, perform a homing and jog sequence, and relate servo axis control to industrial robot joint drives.
⚠ Pending professional review
This lesson, its worked examples and its practice questions has not yet been verified by a licensed engineer or certified journey-level tradesperson or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.
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Servo Drive Systems: Feedback Devices, Encoders, and Basic Commissioning
What Is a Servo System?
A servo system is a closed-loop motion control system that continuously compares a commanded position, velocity, or torque with actual measured feedback and corrects any error. Unlike an open-loop stepper motor that simply steps a fixed number of pulses and hopes for the best, a servo drive knows exactly where the motor shaft is at all times. This precision makes servo systems the standard choice for industrial robot joint drives, CNC machine axes, and high-speed packaging equipment.
Every servo system has three main components: a servo motor (typically a permanent-magnet AC synchronous or brushless DC motor), a feedback device mounted on the motor shaft, and a servo drive (amplifier) that closes the control loops in real time.
The Three Control Loops
Servo drives nest three control loops inside each other, from outermost to innermost:
Position loop — the outermost loop. The motion controller commands a target position in encoder counts. The drive compares this to actual position feedback and generates a velocity command to reduce the error.
Velocity loop — the middle loop. The drive compares the commanded velocity (from the position loop) to the actual velocity derived from encoder feedback. It generates a torque command to reduce velocity error.
Torque (current) loop — the innermost loop. The drive regulates motor phase current to produce the commanded torque. This loop runs at the highest update rate — often tens of kilohertz — because current must be controlled very tightly.
Each inner loop runs faster than the outer one. A fault in the feedback device breaks all three loops simultaneously, which is why encoder wiring integrity is a critical safety and reliability concern.
Incremental Encoders: A, B, and Z Channels
An incremental encoder is an optical or magnetic device that produces digital pulse trains as the shaft rotates. It has three signal channels:
- Channel A — a square wave that produces one pulse per encoder line.
- Channel B — a second square wave shifted 90° out of phase with A. The drive detects whether B leads or lags A to determine direction of rotation.
- Channel Z (index) — one pulse per full revolution, used to establish a repeatable reference point during homing.
Resolution is stated in lines per revolution (LPR) or pulses per revolution (PPR). Most drives use quadrature decoding, counting both rising and falling edges of A and B. A 2,500-line encoder therefore yields 10,000 counts per revolution (CPR) in quadrature. Higher CPR gives finer position resolution.
The drive converts counts to velocity by measuring count frequency or by dividing the number of counts collected in a fixed time window: velocity (rev/s) = counts per second ÷ CPR.
Resolver vs. Incremental Encoder
A resolver is an analog feedback device — essentially a rotary transformer — that outputs sine and cosine voltages proportional to shaft angle. A resolver-to-digital converter (RDC) inside the drive converts these analog signals to a digital position value. Resolvers are rugged, operate in high-temperature and high-vibration environments, and are common on FANUC servo motors. They are inherently absolute within one revolution.
An incremental encoder loses position information when power is removed. Absolute position must be re-established each time power is applied, which is why drives with incremental encoders require a homing routine on startup.
Encoder Battery Backup and Absolute Position
Many industrial robots use a multi-turn absolute encoder that stores position across power cycles using a small backup battery in the robot controller or servo amplifier. On FANUC systems, if this battery voltage drops below threshold or is disconnected with the controller off, the absolute position data is lost. The robot then displays a zero-return (mastering) alarm and cannot run until homing (mastering) is performed. This is why encoder battery replacement is a scheduled preventive maintenance task — never remove the battery while the controller is off unless you are prepared to re-master every axis.
FANUC Servo Amplifier Architecture
Each FANUC robot joint axis is driven by a dedicated servo amplifier channel. The servo amplifier receives position commands from the robot controller CPU over a high-speed serial bus, reads encoder (or resolver) feedback from the motor, and closes the velocity and torque loops independently. The feedback path runs: motor encoder → amplifier feedback terminal → velocity feedback calculation → current command → inverter bridge → motor phases. Annotating this path on a block diagram is a core FANUC CERT technician skill.
Safety Before You Power Up
Before connecting or disconnecting any encoder cable or drive wiring:
- Follow OSHA 29 CFR 1910.147 lockout/tagout procedures. De-energize the drive, discharge the DC bus (bus voltage can remain hazardous for several minutes after power-off — verify absence of voltage with a rated meter), apply your lock and tag.
- Encoder cables carry low-voltage signals but run near high-voltage motor power cables. Maintain separation to avoid noise coupling.
- Consult NFPA 70E shock and arc-flash boundaries before opening any live panel. If energized work is unavoidable, use an energized-work permit and appropriate PPE.
- Follow ANSI/RIA R15.06 / ISO 10218 safeguarding requirements whenever working within a robot work envelope — robot servo drives can respond to commands faster than a person can react.
- Never defeat drive enable circuits or safety relays to force motion during commissioning.
Basic Commissioning Sequence
1. Verify motor nameplate data matches drive parameter settings (motor type, encoder PPR, current rating).
2. Connect encoder cable shield at the drive end only to avoid ground loops.
3. Power up in speed (velocity) mode with a low maximum speed limit set in parameters.
4. Perform a jog move using the drive keypad or commissioning software; observe actual velocity on the drive status display and compare to commanded value.
5. Verify direction: commanded positive velocity should match positive encoder count direction per your axis convention.
6. Execute a homing sequence (seek Z-pulse or hard stop) to establish position reference.
7. Increase speed gradually, monitoring for oscillation (indicates tuning is needed) or overcurrent faults (indicates load or wiring issues).
Record all commanded vs. actual velocity data on your lab worksheet — this comparison is the core evidence that your closed-loop system is functioning correctly.
Key terms8
Closed-loop controlA control strategy in which the output (position, velocity, or torque) is continuously measured and fed back to the controller so that errors can be corrected automatically.
Incremental encoderA rotary feedback device that outputs pulse trains on channels A, B, and Z as the shaft turns; direction is determined by the phase relationship between A and B, and position is accumulated by counting pulses from a known reference.
Quadrature decodingThe technique of counting both rising and falling edges of the A and B encoder channels, multiplying the raw line count by four and providing direction information; a 2,500-line encoder yields 10,000 counts per revolution in quadrature.
ResolverAn analog rotary feedback device that outputs sine and cosine voltages proportional to shaft angle; more rugged than optical encoders and commonly used on FANUC servo motors.
Torque loop (current loop)The innermost servo control loop, which regulates motor phase current to produce the commanded torque; runs at the highest update rate of the three nested loops.
Homing (zero-return)A startup routine in which the drive moves the axis to a repeatable reference position — typically detected by the encoder Z-pulse or a limit switch — to establish a known position origin.
Encoder battery backupA small battery in the robot controller or servo amplifier that maintains position data in a multi-turn absolute encoder when the main power is off; losing battery power causes position data loss and requires re-mastering.
Counts per revolution (CPR)The total number of position increments the drive receives from the encoder for one full motor shaft revolution; with quadrature decoding, CPR = 4 × lines per revolution.
Worked examples4
1. An incremental encoder is rated at 2,500 lines per revolution (LPR). The drive uses quadrature decoding. How many counts per revolution (CPR) does the drive see, and what is the angular resolution in degrees per count?
- Apply quadrature factor: CPR = 4 × LPR = 4 × 2,500 = 10,000 counts per revolution.
- Calculate degrees per count: one full revolution = 360°, so angular resolution = 360° ÷ 10,000 = 0.036° per count.
Answer: CPR = 10,000 counts/rev; angular resolution = 0.036° per count.
2. The drive status screen shows the encoder is accumulating 45,000 counts per second. The encoder has a CPR of 10,000. What is the actual motor shaft speed in RPM?
- Convert counts per second to revolutions per second: rev/s = counts per second ÷ CPR = 45,000 ÷ 10,000 = 4.5 rev/s.
- Convert revolutions per second to RPM: RPM = rev/s × 60 = 4.5 × 60 = 270 RPM.
Answer: Actual motor speed = 270 RPM.
3. The servo drive is commanded to run the motor at 300 RPM. In your lab, the drive status screen shows an actual speed of 270 RPM. Calculate the velocity error as a percentage of commanded speed.
- Find the error: velocity error = commanded − actual = 300 − 270 = 30 RPM.
- Calculate percentage error: (30 ÷ 300) × 100 = 10%.
- A 10% error at steady state is large and suggests a tuning problem, excessive load, or a feedback signal issue that should be investigated before increasing the speed setpoint.
Answer: Velocity error = 30 RPM, which is 10% of commanded speed — investigate before proceeding.
4. A servo motor nameplate shows 1,800 RPM rated speed and the servo drive gear ratio parameter is set to 1:1 (direct drive). The motion controller commands a position move of 18,000 encoder counts. Using the 10,000 CPR encoder from the earlier example, how many full shaft revolutions does this command represent?
- Revolutions = commanded counts ÷ CPR = 18,000 ÷ 10,000 = 1.8 revolutions.
- At the rated speed of 1,800 RPM the axis would complete this move in: time = revolutions ÷ (RPM ÷ 60) = 1.8 ÷ 30 = 0.06 seconds (60 milliseconds) if running at full speed.
Answer: The command represents 1.8 shaft revolutions; at rated speed the move takes approximately 60 milliseconds.
The math in this lesson2
Learners convert encoder lines to counts per revolution, count rates to RPM, and counts to revolutions.
6.RP.37.RP.3
In class: Lecture: explain closed-loop control structure — position loop, velocity loop, torque loop; describe incremental encoder output (A, B, Z channels), resolution in counts per revolution, and how the drive converts counts to velocity feedback. · Lab: connect encoder cable between servo motor and drive feedback terminal, power up drive in speed mode, command jog moves via drive keypad, record actual velocity from drive display vs. commanded, and observe encoder count output on drive status screen. · Discussion and mapping exercise: students examine a FANUC servo amplifier block diagram (from FANUC CERT curriculum reference) and annotate the feedback path; explain how this same architecture controls each robot joint axis and why encoder battery backup matters for absolute position.
Materials: Servo drive and servo motor training set (any compatible brand), incremental encoder, oscilloscope (to view A/B channels), servo drive commissioning software or keypad, FANUC servo amplifier block diagram handout, FANUC CERT HandlingTool reference excerpt, lab worksheet
Check: Encoder wired correctly (instructor gate check); jog sequence runs without fault; lab worksheet with velocity data and encoder resolution calculation complete. Pass = gate check passed and worksheet 80%.
Practice check8
Answer each question, then check it. Nothing is recorded; this is your own practice.
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