Operation

Getting started

The quickest way to get started with the SMD3, having completed wiring up according to the previous chapter is to install the SMD3 software on your PC (see section 6), power on the SMD3 and connect it with the USB lead to the PC. The SMD3 software provides an intuitive and easy way to configure and evaluate the features of the SMD3 described in the remainder of this section.

This section discusses the various operational modes and configuration options available. The SMD3 software provides easy access to these functions, as well as help text describing each. If communicating with the SMD3 directly, using a terminal program or your own software, see section 7 which lists the commands available.

Operating modes

There are five operating modes:

Remote   Accepts commands from host PC or PLC; powerful software supplied, control and configure multiple axes at once. All setup (including mode selection) must be performed using the remote interface.	Joystick   Ideal for basic movement during commissioning; press for one step, press and hold for continuous movement; latching mode option.
Step/Direction   Opto-isolated step and direction; configurable rising or rising/falling edge; up to 256x interpolation.	Bake   Heats the motor by energising both phases and holding the motor stationary, regulating the current to achieve a setpoint temperature. Used to drive off adsorbed moisture in the motor.
Step/Direction triggered velocity Start/stop using step signal, Positive/negative movement according to direction signal; configurable velocity profile.	Home Home mode drives the motor to the positive or negative limit switch.

INFORMATION: Mode can be changed only when the motor is not performing any movement. This can be verified by checking the standby flag, which is returned in a status register by the SMD3 on every communication, see section 7.2. The firmware prevents mode change when the standby flag is not set.

In the case of Step/Direction mode, it is the responsibility of the external controller to perform any final activities, such as coming to a stop, before changing the mode.

Step/Direction

Motor movement is controlled by externally supplied step and direction signals. The SMD3 can be configured to step on the rising or rising and falling edges, which halves the step clock rate.

Note that the external enable fault is non-latching when in step direction mode; once the external enable state is restored, or the external enable setting is changed to false, normal operation will resume immediately without the need to clear it. See also section X3-I/O.

Step input				Direction input
	Both	Rising only			Meaning
Rising	Step	Step		Low	Positive
Falling	Step			High	Negative

Steps are generated according to the current resolution. For example, with the edge setting on rising only, and microstep resolution set to 128, each rising edge on the step input will generate a single 1/128th step in the positive direction.

A step interpolation option is available; when enabled, the step input behaves as it would with the current resolution, except that each step input is interpolated to 256 microsteps. This is done by evaluating the rate at which steps arrive and timing 256 microsteps within the step to step period. This gives all the benefits of microstepping at high resolution while minimising the input clock rate.

The relationship between step input, resolution and actual step frequency is given below:

Motor Step frequency [Hz] = (Step input [Hz] / Resolution)

INFORMATION: Stopping on fractional steps
There is no mechanism to prevent the motor from stopping on fractional steps as there is in all other modes.
Stopping on fractional steps will result in the motor temperature rising much faster than it otherwise would and is generally not suitable for vacuum applications. Therefore, configure the external step generator to meet this criteria.

INFORMATION: Preparation before switching out of Step/Direction mode
When changing to another mode from Step/Direction mode, ensure that any movement being commanded via Step/Direction interface has completed before switching.

Step/Direction triggered velocity

This mode works the same as joystick continuous mode, except that the positive and negative inputs that would normally be supplied via the joystick input are instead generated from the step and direction inputs:

Step input			Direction input
	Meaning			Meaning
Rising	Triggers start / stop		Low	Positive
Falling	No action		High	Negative

Remote

Remote mode is used to perform all aspects of configuration and may also be used to control motor movement directly. The easiest way to do so is using the supplied SMD3 software, which allows one or more SMD3 units to be combined into a system and controlled individually or as a group. This makes it easy to apply the same configuration to multiple devices, for example.

Alternatively, the SMD3 may be controlled via a simple terminal application or your own software. The remote interface is described in section USB interface.

Joystick

Basic motor movements may be commanded via a two-button joystick connected to front panel connector, ‘X6–Joystick’. AML supply the SMD3 Joystick, part number ‘SMD3JOY’ for this purpose. On connection, the SMD3 automatically switches to joystick mode, and reverts to the previous mode on removal of the joystick. This behaviour can be disabled if required. Section X6-Joystick discusses the electrical aspects of the joystick input, including details for building a custom joystick.

There are two joystick modes; both operate using velocity mode (see section Velocity and Positioning Mode for details) in which a profile, including acceleration, deceleration and target frequency are programmed, then motor movement is triggered by the joystick.

Continous

Motor accelerates toward target frequency on joystick key down. Continuing to hold the key down has no further effect.   On releasing and pressing the same key again, the motor decelerates toward a stop.   On pressing the alternate direction key, motor first decelerates to a stop before accelerating toward target frequency in the other direction.   If the motor has not yet come to a stop, and the same key is pressed again, the motor will once more accelerate towards target frequency, as illustrated left.

Single step

A short button press (< 0.5 s) causes a single step in the commanded direction. This is useful for precise positioning.   A long press (> 0.5 s) triggers acceleration toward the target frequency, while the button continues to be pressed.   Releasing the button causes the motor to decelerate toward a stop.   If the button is pressed while the motor is still decelerating, the motor once more accelerates toward target frequency for as long as the button is held.

Bake

Bake mode regulates phase current to heat the motor to a specified setpoint temperature. The motor is held stationary. Before engaging bake mode, set the target bake temperature. When in bake mode, the green status indicator will flash briefly at intervals as a reminder that this mode is active.

Home

Home mode drives the motor to the positive or negative limit switch. The motor first moves toward the limit switch using the existing movement profile. On the limit switch being triggered, the step frequency is halved, and the motor reversed until the limit switch is not triggered. Finally, the motor moves toward the limit switch at a step frequency of 30 Hz until the limit switch is triggered. 

INFORMATION: Limitations of limits
Limit switches are not latching, i.e. as soon as a limit input becomes not triggered, for example if the mechanism is able to first actuate a limit switch and then continue moving past it until the limit switch is no longer actuated, then the SMD3 will be unaware of this and will continue to drive the motor if commanded.

Limits switches and cams are normally arranged such that the limit switch is triggered from the desired point up to and including the point at which the mechanical limit of the mechanism is encountered.

General concepts

User interface

In general, all control and configuration of the SMD3 is performed via the remote interface. The following functions and indications are available locally on the SMD3:

Persistence of settings

Motor current

Microstepping

Freewheel mode

Velocity and Positioning mode

Initiating movement

Monitoring the motor

Enable input

Motor configuration

Temperature sensor selection

AML motors can be supplied with either a K-Type thermocouple or PT100 RTD temperature sensor. Ensure the sensor is connected to the thermocouple (X4 - Thermocouple) or RTD (X3 – I/O, see 4.3.4) input, and make the appropriate selection. The temperature sensor select command [TSEL] allows selection between thermocouple and RTD.

INFORMATION: The motor is disabled if the temperature sensor is misconnected, faulty or the temperature measurement exceeds 190 °C in order to protect the motor from possible damage to the insulation material.
Check that the motor temperature sensor selection matches that of your motor.

Profile configuration

Start and stop frequency

Acceleration and deceleration

Changing direction

Limits

Faults

Types of fault

Clearing a fault

Faults may be cleared using the clear command [CLR], or by pulling the fault reset pin to the ‘GND’ pin on ‘X3 – I/O’.

The external enable fault is non-latching when in step direction mode; once the external enable state is restored, or the external enable setting is changed to false, normal operation will resume immediately without the need to clear it as described above.