Upper rotary drive 8kN and 20Nm torque sensor - SPN04004-1

Upper rotary drive 8kN and 20Nm torque sensor - SPN04004-1

Overview


This guide walks you through the installation process of the module on an Rtec-Instruments system. It includes mechanical mounting, alignment and electrical connections. Follow all safety precautions and ensure the tester is powered off before beginning.

Hardware Step-by-Step


⚠️
Warning commentary
page icon
Information

Required Tools and Components


Components:
    Screws and Hardware:
       

      Module Installation


      notion image

      Remove the fast-exchange plate


      1. Lower the Z axis all to the minimum.
      1. Remove the fast exchange attachment from the Z-Axis by loosening the 4 screws holding it.
       
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      notion image
      ℹ️
      The upper drive will be directly fixed to the Z stage without the fast exchange attachment.

      Install the Fz load cell


      Specification


      SPN Number
      Range (kN)
      Application Test
      AM000467-00
      5
      AM000467-01
      8
      4Ball
      AM000467-02
      10
      Upper Rotary Drive with integrated 20 Nm Torque sensors
      Part no.
      Speed 0.1 to 5,000 rpm; Max Torque 5.3 Nm
      5.1Nm @500rpm, 4 Nm @3000rpm, 2.9Nm @5000rpm,
      Integrated Torque Sensor Range 20 Nm,
      Additional torque sensor range upon request
      SPN04004-2-5000-20
      Standard Config
      Speed 0.1 to 2,500 rpm; Max Torque 11.2 Nm
      10.4Nm @500rpm, 9.5Nm @1000rpm, 6 Nm @2500rpm
      Integrated Torque Sensor Range 20 Nm,
      additional torque sensor range upon request
      SPN04004-2-2500-20
      TappingTorque
      Speed 0.1 to 5,000 rpm; Max Torque 5.3 Nm
      5.1Nm @500rpm, 4 Nm @3000rpm, 2.9Nm @5000rpm, Integrated Torque Sensor Range
      20 Nm,
      Additional torque sensor range upon request.
      Lower liquid collecting pan 10"x7"

      SPN04005
       
      1. Position the load cell in contact with the Z Stage direct support.
      1. While holding it in place, fasten the 4 captive screws as shown below.
      notion image
      ⚠️
      The 4-pin holder of the Fz load cell must face downwards.
      The slot connector of the load cell must be pointing to the right.
       
      notion image

      Slide in the upper drive


      Technical Specification


      AM000848: Load + Sensor

      notion image
      1. Slide the upper drive into the load cell pins.
        1. ⚠️
          Please pay attention to the notch, circled in orange, which must point towards the back.
          notion image
          ℹ️
          After sliding it in, the upper rotary drive is now supported by the 4-pins.
      1. To secure the upper drive, tighten the 3 captives screws using a 5/32" Allen key.
        1. notion image
           
          notion image
          ℹ️
          There is only one captive screw on the right.
           

      Connect the cables


      Fz load cell cable

       
      Connect the load cell cable then lock it in position by pulling on the two-sided levers.
      notion image

      Power drive and Torque sensor cable


      • From the back of the MFT-5000, you’ll find the 2 slots located on the left, behind the frame.
      • The torque sensor connector is on the left of the upper drive.
      notion image
      notion image

      Connect the Electrified testing cables {{if ev}}

      Upper Electric EV rotary drive with 8000N quad force sensor and integrated torque sensor - SPN04332

      Hardware Final Notes


      • Always confirm all screws are hand-tightened and then secured with the appropriate Allen key.
      • Refer to the full user manual for safety precautions and maintenance schedules

      Software Step-by Step


      ⚠️  Important and critical Information
      info-rtec Useful, non critical information.
      more-help Help and troubleshoot on the operation.
      book-rtec For more information contains summarized additional functionality, configuration and information. Refer to the Software Index for more details.
       
      ℹ️

      Ensure the proper Configuration for this setup is loaded.

      [4ball,mtm,srv,vcoil,bor,corr,ev]

      Start the software


      book-rtec Initialization window

      Initialization window


      When launching Rtec MFT software, the status window automatically opens. This window shows the initialization of all the machine components.
      Status Window successfully initialized (Left), unsuccessful (Right)
      Status Window successfully initialized (Left), unsuccessful (Right)
      If any issue appeared during initialization, it will appear as a red line. On the image, the red line shows that the initialization of the scratch module was not successful.
      Initialization should be successful for the software to work properly. If it’s not, please restart the computer. If the error persists, contact customer service.
      book-rtecSoftware Key Features

      Key Features


      • Open software for high flexibility and multiple choices of testing Parameters can be adjusted (force, speed, …) can be monitored and changed during testing
      • Programming step-per-step Multiple choices of parameters in one single programEasy duplication of multiple steps: parameters of one step of programming can be copied and paste
      • Programmable servo-control of lower motion stages, including speed, direction, acceleration/deceleration rate, distance, angular position.
      • Multiple recipes savedPrograms for each user can be saved
      • Positioning controlPosition for the testing (X,Y,Z) can be programmed in the software
      • No time limit for the test acquisition
      • Real time data display.
      • Test protocols per several ASTM/DIN/ISO standards for automated execution.ASTM G77, G99, G119, G132, G133, G174, G176, D5183, DIN 50324, DIN 51834, …
      • Software application for post-test data analysis and report generation
      • Programmable test procedures, including test time, load, speed, frequency, distance, number of cycles, etc.
      • Automatic stribeck curve generation and data analysis.
      • Programmable test interruption upon meeting pre-set criteria (Friction, COF, distance, wear, AE, temperature, etc.),
      • Sample stage automated repositioning for surface inspection, test continuation .
      • Programmable control of environmental chambers.
      • Additional sensors (position, distance, temperature, resistance, etc.) data recording and display.Up to 16 additional channels
      • 3 set of adjustable PID (for load, temperature, speed, …)
      • Same software for Tribology, Scratch, Indentation, Microscopy, … to allow combine testing.
      • Loop/delay functionality
      • For 3D imaging, 3D, profile and roughness, wear volume analysis included in MFT
      • All our file are save text with “.csv” or .”bin” extension. (Easy compatibility with Excel or Origin)
      notion image
      1. Start the computer.
      1. On the Dekstop, Click On the Rtec MFT Software.
      1. Wait for the softwares to initialize.
      page icon
      For proper initialization of the machine, it is recommended to turn on the machine first, wait 30 seconds and then turn on the software.
      Ensure that the tester’s switchs are On

      Switching On the MFT-5000

      The two AC Switches on the back of the machine, and the front ARU Button is disengaged.
      Switching On the MFT-2000

      The two 220VAC Switches on the MFT-2000 controller and the 24VDC Switch on the pillar are on.

      Checking or Updating the configuration


      ℹ️

      Follow this step only when switching the load cell or setting up a specific module:

      • this step configuration step is optional If you only have one load cell and various lower drives (e.g., rotary, reciprocating automatically detected.
      • When you have several load cells, the new load cell range must be selected in the configuration, as shown in the step below.
      • Suspensions and accessories do not need to be detected or updated.
      {{if mft2&!ev,corr}}
      notion image
      1. Open the Software Configuration Box.
      1. Unroll and Scroll through the sensors section first.
      1. Select each of the modules installed on the instrument by following the module list below.

      Type

      LowerDrive

      {{if vcoil}}

      Fz

      Fx

      Fx-RMS

      {{if vcoil}}

      Ts

      {{if bor}}

      Tz

      {{if 4ball}}

      RTC

      {{if heat,cool,vcoil}}

      COF

      {{! rota,reci,vcoil}}

      LVDT

      {{if lvdt,vcoil}

      LVDT
      Stroke

      {{if vcoil}}
       

      Options to select

      VoiceCoil
      {{if vcoil}}
      Your Sensor Range
      Your Sensor Range
      {{! bor,4ball}}
      Your Sensor Range
      {{if vcoil}}
      Select any range (even though there is no Fx, it is required). see why
      {{if bor,4ball,vcoil}}
      Your Torque Range
      {{if bor,4ball}}
      Your heating chamber
      {{if heat,cool,vcoil}}
      • Select COF-Ts:
        COF Calculation using the Torques Sensors
      • Or Select COF:
        COF Calculation using the Fx Load Cell Sensors
      {{if bor}}
      Select COF-Torque
      {{if 4ball}}
      Select COF-Piezo
      {{if srv}}
      Select COF-Fretting
      {{if vcoil}}
      Select LVDT
      When this option have been purchased.
      {{if lvdt}}
      Select LVDT-Position
      When this option have been purchased.
      {{if vcoil}}
      Select LVDT-Stroke
      When this option have been purchased.
      {{if vcoil}}
      animation example, please refer to the list table.
      animation example, please refer to the list table.
       
       
      book-rtec For more information

      Whenever you update the configuration of your machine by adding or removing a component, you must also update the configuration in the MFT software.
      You only need to do this if any components have been replaced since the last update.
      Suspensions are not components that require configuration updates.
      ℹ️
      The load range of your cell should be written on the latest sensor calibration certificate or directly on the load cell.

      If a label is missing, the unit calibration values will be non-round but close to the specified unit range.
      ex: Fx: 214,56N → Unit range is 200N.
      Ts: 24.56 Nm → Unit range is 24 Nm.

      Saving and Loading preset configurations


      ℹ️
      The current configuration can be saved as a preset and reloaded in the future, avoiding the need to manually select each component when changing setup.
       

      Saving Configuration

       
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      1. Click SAVE AS
      1. Save the configuration file following this rule:
        Addins+(Name)
      1. The custom configuration is saved and can be loaded in the future.
       
       

      Loading Configuration

       
       
      1. Press Load Configuration
      1. Select an Addin name file matching the module installed.
      1. The software will restart with the new configuration loaded.
      “Backup/Restore”: Creates or load a backup of the software files.
      ⚠️
      When using an existing configuration, verify that the selected configuration corresponds to the installed components to avoid any software conflicts.
       
       
       

      Press SAVE CONFIGURATION

      (The software is restarting with the new configuration saved)
       
       

      Recipe From Scratch

      Update the configuration


      notion image
      1. Open the Software Configuration Box.
      1. Unroll the sensors section first. (see animation for help)
      1. Scroll through the sensors section to select each of the sensors installed on the instrument (Following list for assistance).
      1. Select each of the modules installed on the instrument
       
      Animation operation example
      Animation operation example
      Located in:
      Type:
      Options to select:
      Sensors
      Fz
      Your Sensor Range
      Sensors
       
      Fx
      Any Sensor Range - Not used for COF calculations.
      Sensors
      TS
      Your Sensor Range
      XYZ
       
      XYZ
       
      XYZ:
      XYZ Stage
      Lower Drive
       
      AutoDrive
       
      Select for current Drive generations
      Lower Drive
      4Ball
      Select for previous Drive generations
      Lower Drive
      TapTorque
      Select for TapTorque Module
      Coefficient Of Friction
      COF
      COF-TS
       

      Press SAVE CONFIGURATION

       
       
      The software will restart with the new configuration saved.
      book-rtec For more information

      page icon
      The lower drive installed is detected automatically, there is no need to update it in your configuration.
      The load range of your cell should be written on the latest sensor calibration certificate or directly on the load cell.

      If a label is missing, the unit calibration values will be non-round but close to the specified unit range.
      ex: Fx: 214,56N → Unit range is 200N.
      Ts: 24.56 Nm → Unit range is 24 Nm.
      Whenever you update the configuration of your machine by adding / removing a component, you need to update the configuration in the MFT software.
      Saving this configuration setup as a new preset (addin).

      ℹ️
      The current configuration can be saved as a preset and reloaded in the future, avoiding the need to manually select each component when changing setup.
      notion image
       
      1. Click SAVE AS
      1. Save the configuration file following this rule:
        Addins+(Name)
      1. The custom configuration is saved and can be loaded in the future.
      Loading an existing Configuration.

      1. Press Load Configuration
      1. Select an Addin name file matching the module installed.
      1. The software will restart with the new configuration loaded.
      ⚠️
      When using an existing non-QC configuration, verify that the selected configuration corresponds to the installed components, particularly if it was created by another user.
      A selected but not connected component may cause conflicts or unexpected dialog boxes.
      In this regards, please review the sensor selection step to understand the configuration system for future modifications/verifications
       
       

      Add Steps

      Add a Standard Step


      book-rtec For more information

      Principle of the STANDARD Step:

      A standard step can combine multiple axis and module activations, such as applying a force (Z stage), enabling motion (Drive function), and heating the sample (Temperature function for chambers).
      During this combinated step, the force is first applied and stabilized. Then, if a heating chamber is used, the defined temperature is reached. Finally, the drive type of motion drive is activated and the duration starts.(unless the engage parameters are modified).
      Standard Individual step modification window
      Standard Individual step modification window
      Part 1: Duration
      Duration window
      Duration window
      Duration of the step

      In this window you can control the duration of the step.
      The highlighted button allows the user to automatically calculate the duration of the step if the parameters selected offers to do so with a defined duration of a single repetition and certain number of repetitions (Slide for example)
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      By default, the logging and time duration start after the force is reached. (see Waiting for force/temperature to settle further)
      Part 2: Reset
      Reset window
      Reset window
      In this window you can reset the value of Fx at the beginning of the step. If it is unchecked, the Fx value will not be subjected to any reset.
      page icon
      This option is necessary to be pressed only when there is an offset of the Fx value at the beginning of the test (1D+1D arm), it will create issues in most cases when using a 2D Load Cell.
      Part 3: Data Logging
      Data logging window
      Data logging window
      Checking “Log during this step” will record the test data during the step. If it remains unchecked, no data will be logged for this step.
      In case the user wants to divide the data logging into smaller periods, he can modify the values of “Log Period” and “Log Interval”.
      • Log period (seconds): The duration of the log period.
      • Log Interval (seconds): The duration of the interval between 2 log periods.
      Part 4: Force
      Force window
      Force window
      Force options:

      • Constant: The step is run at a constant value of force. For example: 10N.
      • Linear: The step is run in linearly increasing or decreasing force for the entire step duration. For example: 5N to 20N. So, the slope's steepness will depend on the duration of the time period.
      • Undefined: No force control and regulation. Z drive shall remain at the same position throughout the step, this is the equivalent of the Idle state. Use this options if you only use the drive or the temperature during this step for example.
      ⚠️
      The Z-Axis will reach out for a contact when applying a constant force of 0 N as opposed to the undefined option.
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      Each force are defined for each step, this aspect must be taken in consideration, meaning that the same force must be defined each step to keep applying the desired force throughout the run-test.
      Tracking : Adjusting the reaction time

      Tracking options:

      • Low: Reduces the Fz reaction time and adjustment intensity. Only to be used if the standard option is adjusting too strongly to a slow Fz evolution (Tests with fast and high Z displacement).
      • Standard: To be used in most cases.
      • High: Increases the Fz reaction time and adjustment intensity. Only to be used if the standard option is adjusting too slowly to a rapid Fz evolution (Tests with fast and high Z displacement).
      We highly recommend to use the Standard tracking. However, if the tracking of the force is not satisfactory, you can try other possibilities or contact Rtec customer service if you cannot obtain a satisfactory tracking of the force

      notion image
      1. Click the drop-down menu and select Standard.
      1. Click ADD a new step.
      1. Define the duration of the step in the DURATION Section.
      1. Define a constant or linear force within the range of the sensors and suspension.
      1. Press ENTER.
      ⚠️
      Remember to define values below the limits of your load cell and suspension.
      (Refer to the load cell manual, suspension section for help)

      Activate the Drive


      book-rtec For more information

      Drive motion

      The action type might change based on the drive selected.
      • Idle: If this action is selected, the drive doesn’t move during this step.
      • Cycle: Oscillates the drive in counter and clockwise directions.
        • Revolution: Number of revolutions before it changes direction.
        • ℹ️
          If the number of revolutions entered is below 1, the rotary drive will realize a reciprocating-like rotary movement.
        • Velocity (rpm): Final velocity of displacement after the acceleration phase.
        • Acceleration (s): Acceleration phase duration.
      • Slide: Moves the drive for a fixed number of revolutions.
        • Revolution: Number of revolutions to be realized.
        • Velocity (rpm/Hz): Final velocity of displacement after the acceleration phase.
        • Acceleration (s): Acceleration phase duration.
      • Continuous: Moves the drive at constant velocity in counter or clockwise direction.
        • Direction: CW for clockwise, CCW for counterclockwise direction.
        • Velocity (rpm/Hz): Final velocity of displacement after the acceleration phase.
        • Acceleration (s): Acceleration phase duration.
      • Move to Angle: Moves the drive to a nominal angle of the shaft
      notion image
      1. In the same Standard Step, click on DRIVE.
      1. Click on Idle to unroll the list.
      1. Select Continous.
      1. Insert the Velocity.
        Ex: 500 Rpm or 10hz
      1. Insert Acceleration and Deceleration time (or leave default).
        Ex: 5s
       

      Introduce the components


      Modules with Rotation

      Rotary, Block On Ring, Upper Rotary (4Ball, TapTorque)


      Sampling rate (Hz) = max. Rpm/2
      Averaging = 5.
      Ex: 1 Khz for a drive velocity of 2000RPM
       
      book-rtec For more information

      page icon
      The maximum sampling rate of the system is 10kHz. Default is 1kHz.
      notion image
      You have the possibility of changing the Sampling Rate (Hz) and number of data points averaged.
      • Sampling rate: It corresponds to the amount of data points taken in each second. The higher it is, the bigger the resulting file will be.
      • Averaging: This number is used for the moving average filter. It corresponds to the number of data points averaged for each point recorded in the final file. The higher this number, the less the variations will be seen in the results.
      page icon
      Saving the data as part of a project.

      First, click on “ Project Folder” to select the storage location of the project.
      Then, in “Sample Name [Subfolder]”, it is possible to create a subfolder where all the tests of a specific sample are stored.
      Finally, in “File name: Run-XXX-“, you can change the increment for every specific test of a sample.
       
       

      Select the components

       
      notion image
      For all the components listed:

      1. Left column: Click on the component.
      1. Click ADD.

      Components
      Result

      DAQ

      COF

      DAQ

      Z Position

      DAQ

      Z Depth

      Drive

      Cycles

      Drive

      Frequency / Velocity

      Drive

      Angle

      page icon
      Help

      If you cannot introduce the sensors installed → Refer to the previous select the components.
      book-rtec For more information

      page icon
      You can organize every components on different charts by changing the value CHART.
      ⚠️
      Maximum of 6 charts.
      Non-exhaustive list of Components:

      • Fz: Normal force measurement of the load cell. It is always recorded.
      • Fx: Lateral force measurement of the load cell.
      • COF: Coefficient of friction calculated from both Fz and Fx.
        • COF=ABS(Fx[N]/Fz[N])COF=ABS(Fx[N]/Fz[N])
      • AE: Acoustic Emission sensor. It measures the acoustic waves motion.
      • LVDT: linear variable differential transformer. It measures precisely a linear displacement.
      • X ( Y or Z) Encoder: What is Encoder for?
      • X ( Y or Z) Position: Position gives the nominal value of the axis
      • X ( Y or Z) Velocity: Velocity gives the velocity of the axis during displacement. It will show 0 if the axis is stationary.
      • Frequency: Frequency of the reciprocating motion
      • Cycles: Number of cycles of reciprocating motion performed since the start of the test.
      • Velocity: Velocity of the reciprocating motion?
      • Angle: Angle of the shaft creating the reciprocating motion.
      • Position: Absolute position?
       
       

      Press RUN window

      (skipping optional window)
       
       
       
       
       

      Performing Tests as an End User


      ⚠️
      Before operating the tester with the Basic software in low-level mode, the following conditions must be met:

      • End users must understand the basic principles of sensor operation and their limitations.
      • A predefined component configuration has been created and verified prior to loading.
      • The recipe must be validated by trained user to ensure that risks of collision or overload are addressed and minimized during execution.

      Load the Configuration


      notion image
      1. Open the configuration box in your software (Icon on the top right corner of the screen).
       

      Select the Recipe


      • Click on “Run A Recipe”
        • notion image
      • The following window appears:
        • notion image
      • Select the desired recipe and click on “Select”.

      Window explanation

      Select a recipe to run

      All the recipes that have been authorized in the Expert Mode will be displayed here.

      Machine manual control

      Machine manual control window.
      Machine manual control window.
      Machine manual control upper left window.
      Machine manual control upper left window.
      Machine manual control allows the user to manually control the displacement of the X, Y, Z stage and the module installed.
      For X, Y and Z, the 2 first buttons move the axis in the direction of the button whenever pressed. The last button (“Distance”) allows the user to move the axis by a specific distance in a positive or negative direction.
      Machine manual controller lower left window
      Machine manual controller lower left window
      By dragging the slider on the right of the window, you can uncover other parameters.
      • Vel: It is the displacement value (in mm/s) of the X, Y platform when moving the X, Y platform using the machine manual control upper window.
      • Move Abs XY: This part will be available if the tester is homed. It allows the user to move to a specific absolute position of the X, Y platform. This position is defined based on the home position.
        The button on the left refreshes the current XY position.
        You can enter the X and Y absolute position in the free space and then press ”XY Move” to move to this absolute position.
      page icon
      In the current version, the move Abs XY may have some problems, it is recommended to use the “Distance” of manual control explained previously.
      • Teach Offset: This parameter is used to teach the offset between the testing and imaging position of the tester. This is the part where you can do the inline imaging calibration. It will be introduced further in Part 2.2.2.4.1.
      • Move Offset: This parameter is used to automatically move between the testing and imaging position.
      • TEST => IMG: The platform goes from the test position (where the sample is located below the load cell) to the imaging position (where the sample is located below the imaging head)
      • IMG => TEST: The platform goes from the imaging position (where the sample is located below the imaging head) to the test position (where the sample is located below the load cell).
      page icon
      Make sure that you are using the right move offset type. If you are in the test position and use “IMG => TEST”, the platform will go in the wrong direction. It will be stopped and the initial position will be lost.
      page icon
      The “Move Offset” needs to be calibrated in order to efficiently move between the testing and imaging positions. The calibration will be introduced further in Part 2.2.2.4.1.
      Machine manual control right window
      Machine manual control right window
      On the right side of the manual control window should be the manual module control. This window allows the user to manually use the module installed.
      By clicking on the “ON” button, you can turn the motor off.
      Next to it should be possible to modify an intrinsic parameter of the module: frequency (Hz), speed (RPM) etc…
      The two buttons at the right start (Left one) and stop (Right one) the manual movement of the module.
      The “Distance” button on the far right allows you to set a number of rotations / cycles.

      Navigate to the home window


      After selecting the recipe, it will appear as follows:
      notion image
      • Firstly, click on “Change File” in the Part 2. This allows you to select the location at which the final file will be saved.
      • Then, fill the sample information in the Part 3 if necessary.
      page icon
      The data within the drop-down menu can be modified by clicking on the pink gear or in the expert mode.
      • Fill the information of the Environment and additional information in Part 4 if necessary.
      • Click on “Run View” in Part3.

      Window Explanation

      Recipe Steps Overview

      It shows the summary of the steps in the recipe created in the Expert Mode.

      Recipe Selection

      The name of the selected recipe appears at the top. Clicking on “Load Recipe” brings you back to the previous recipe selection window. “Change File” needs to be clicked to modify the saving location. When pressing it, go to the desired location on the PC and click on “Open”.
       
      Sample Information

      Sample Info window
      Sample Info window
      This window allows a user to save some information on the test conditions in the saved file.
      To get access to it, open the .csv file using a spreadsheet software. In the second row you will see all the information selected in the “Sample Info” window.
      Information recorded in the "Sample Info" window and retrieved using a spreadsheet
      Information recorded in the "Sample Info" window and retrieved using a spreadsheet
      page icon
      Most of this information will not enter into the test conditions but will simply offer the user a better tracking of the test conditions.
      However, “Radius” is used for the specific COF calculations (COF-Torque and COF-Tz where radius is the effective radius of the contact plan)

      Status

       
       

      Contact & Support


      For technical support or further assistance, please contact:
      Rtec-Instruments Support
      support@rtec-instruments.com
      +1 (408) 708-9226

      Manual Versions