Engineering Notes by Oriental Motor

Incremental vs Absolute Systems

[fa icon="calendar"] Sep 12, 2019 3:57:57 PM / by Johann Tang

Johann Tang

The terms "absolute" and "incremental" comes up frequently in the world of position control.  The exact meaning changes according to the context they are used in.  For example, absolute and incremental motion can refer to the type of motion done by the motor either by relating it to the absolute home position or the last known position.  Absolute and incremental feedback can also refer to the type of feedback device being used with the motor.  In this blog post, we will focus on the feedback system and hopefully clarify some differences for you.

First, let's go over an incremental feedback system.  An example  is shown below.

Incremental system

When powered on, the optical encoder receives power from the power supply and outputs a digital pulse signal as the motor shaft rotates.  However, when power turns off, the power is also cut off to the encoder, and the pulse signal ceases.  At this point, the current position, relative to a home reference position, is lost.  To reference the same home position again, a home routine operation is required, which could take valuable time away from normal operation.  

More about encoders...

An encoder is an electromechanical device that is mounted to the motor shaft and uses digital pulses to track the motor position.  By counting the number of pulses produced by the encoder, the distance from the last known position can be determined with a simple calculation, and this verifies if the motor is at the target position or not. 

Inside an encoder, there is a light emitter, a disc with cut slits around the rim, and a light receiver.  As the encoder disc rotates with the motor shaft, the slits on the encoder disc turns the static light source on one side into flashes of light on the other side.  The light receiver on the other side detects these light pulses and digitally outputs a square wave pulse signal to the host controller.  A pulse is generated each step of the way if the resolution is the same between the encoder and the motor.

In an incremental system, an incremental encoder is the typical feedback device used.  An incremental encoder has 2 or 3 channel (A/B or A/B/Z) output.  Each channel equates to a physical track of cut slits on the outer rim of the encoder disc (200 slits per A/B channel for a typical encoder).  The slits for channels A and B are offset or out of phase by 90° in order to tell direction of movement.  The 3rd Z channel is just one slit on a single track and can either mark a home position or count the number of revolutions.  There is a picture to help explain this later on.

Since optical encoders rely on electricity to generate light pulses, an incremental system is not the most ideal if absolute position tracking is necessary.

Absolute system

In an absolute system, a battery is added to keep the power on to avoid losing position info in case power needs to be cycled for any reason.  When the system powers on, the power supply charges the battery, and energizes the motor, driver, and encoder so the position information is kept.  When the power supply is cut off, the driver and encoder will use the battery as the power source until it runs out.  At that point, you will end up with the same problem as the incremental system.

In an absolute system, an absolute encoder is the typical feedback device used.  An absolute encoder has the same operating principle as an incremental encoder, but the design is more complex and raises the cost.

The difference between incremental and absolute encoders...

The difference between an incremental encoder and an absolute encoder is the number of bits of information it can output.  Structurally, there are more slits on the disc of an absolute encoder.  Remember that the disc of an incremental encoder has slits on the disc to produce light pulses.  However, every step produces the same pulse, and it's not unique to that position.  On the disc of an absolute encoder, there are multiple tracks of slits with different sizes.  Each track  will have its own light emitter and receiver.  As a result, instead of just receiving one signal, multiple bits of information can be combined to form unique "addresses".  

Absolute-vs-Incremental-Encoder-Discs_0 (Machine Design)

Credit: Machine Design

For example, imagine if you have an incremental system and an absolute system running at the same time.  Run both motors into a position without looking at the motor (pretend that you're a remote machine operator).  For the incremental system, you have to count the pulses produced by the incremental encoder from the home (0) position in order to determine how far your motor is from home.  For the absolute encoder, since the "addresses" are unique, you will immediately know where the motor is.  Instead of counting the number of pulses, you would read a binary number of 11111100, which is 252 in decimal.  With 8 bits of information, we have up to 256 (28) different unique addresses.  Many encoders used by servo motors offer 20 bits of information.

With an absolute system, the motor position is always known as long as there is power, so operation can resume at any position without performing a return-to-home operation.  However, a battery is necessary as well as inventory and maintenance.  No battery is needed for incremental systems, but position is lost as soon as power is removed.  A homing routine is a must for incremental systems.

The following table highlights the advantages vs disadvantages of incremental and absolute systems.

Incremental vs absolute system

Is there an alternative?

Both incremental systems and absolute systems depend on power whether it comes from a standard power supply or battery or not.  When power is depleted, position tracking is lost.  There is another technology that is increasing its presence in the market, which is called magnetic encoders, or mechanical absolute encoders, or sometimes "ABZO" sensors.  In this type of encoder, light emitters and receivers are no longer used.  Instead, it uses segmented ring magnets and MR (magnetic resistive) sensors to determine absolute positions (see images below).  To track multiple revolutions of unique, absolute positions, a series of gears is used. 

Due to differences in its design, this type of mechanical absolute feedback system is more robust than absolute encoders and can continuously track the absolute motor position even when the power is off.  While it may offer less resolution than absolute encoders, its simpler design and robustness (for heat, humidity, and vibration) may work for many position control applications.  Due to differences in their operating principles, encoder resolution does not benefit stepper motors as much as it does for servo motors.

ABZO sensor 1st stage gearABZO sensor peripheral gears

Absolute (mechanical) system

Incremental systems (with incremental encoders) are still the most popular system of choice for most applications due to the accuracy of open-loop stepper motors.  For absolute systems, the ABZO sensor, or magnetic encoder, presents a low cost, compact, and robust alternative to absolute encoders for engineers who want to eliminate the battery from their machine designs.

The important thing is to choose the one that's best suited for your application.

Oriental Motor's AZ Series stepper motors and actuator systems feature "ABZO" sensor technology to track absolute positions and a patented AlphaStep hybrid control system to eliminate missed steps on the fly.  Position data can be output to the host controller via I/O or via an industrial network protocol, such as EtherCAT or EtherNet/IP.

Alphastep AZ Series with built-in multi-rotation absolute position sensor

The AZ Series is part of the AlphaStep family of closed-loop stepper motors and actuator systems.  Watch the video below to learn more about the advantages offered by the AZ Series.

Introducing the AZ Series with Mechanical Absolute Sensor

AlphaStep hybrid control

Get to know the Family

Learn how αSTEP works

Related Resources: 

The Power of the AlphaStep Family

The AZ Advantage: Eliminating External Sensors

Development of the Battery-Free Multi-Rotation Absolute Mechanical Encoder

Topics: Stepper Motors, Absolute Positioning, Alphastep Hybrid Control, Linear & Rotary Actuators, VIDEOS

Johann Tang

Written by Johann Tang

Johann Tang is a Product Specialist at Oriental Motor USA Corp. with over 15 years of knowledge and experience supporting applications of various types of electric motors, gearheads, actuators, drivers, and controllers.