Montana Instruments The Rook CryoAdvance 50 User manual

Version: 1.1
August 2022
4200-2-DOC001_1.0
Option User Manual (Pre-Release)
The Rook™
Fully Integrated 3-axis Cryogenic Nanopositioner
CryoAdvance 50 | CryoAdvance 100 | s200

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Specifications and product information listed in this document are accurate to the time of publishing
for a standard system. Options, custom designs, and one or more modifications may cause slight
differences. Future design changes to the system, including software updates, may change information.
© Montana Instruments® Corporation, All Rights Reserved
No part of this publication may be reproduced, distributed, or transmitted in any form or by any means,
including photocopying, recording, or other electronic or mechanical methods, without the prior written
permission of Montana Instruments.
Montana Instruments, Cryostation, CryoOptic, MagnetoOptic, and Rook are trademarks of Montana
Instruments Corporation. Other brand names used are the property of their respective owners.

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Table of Contents
Section 1 - Preface ........................................................................................................................................................ 5
1.1 Conventions Used in this Manual........................................................................................................................................ 6
1.2 General Hazard Information.................................................................................................................................................. 9
Section 2 - Option Overview..................................................................................................................................... 11
2.1 Rook Nanopositioner ............................................................................................................................................................. 11
2.2 Touchscreen Monitor.............................................................................................................................................................17
2.3 Motion Control Unit...............................................................................................................................................................19
Section 3 - Option Installation & Handling...........................................................................................................21
3.1 Packaging Contents................................................................................................................................................................21
3.2 Connecting System Cables and Power............................................................................................................................. 22
Section 4 - Sample Installation................................................................................................................................26
4.1 Magnetic Fields....................................................................................................................................................................... 26
4.2 Payload..................................................................................................................................................................................... 27
Section 5 - Usage & Operation (Galaxy 1.18 UI)..................................................................................................28
5.1 System Control Options........................................................................................................................................................ 28
5.2 System Menus ........................................................................................................................................................................ 39
Section 6 - Care & Maintenance .............................................................................................................................47
6.1 System Care ............................................................................................................................................................................. 47
Section 7 - Diagnostics and Troubleshooting .....................................................................................................49
7.1 Troubleshooting Guide ......................................................................................................................................................... 50
Section 8 - Getting Help and Contacting Montana Instruments....................................................................53
8.1 Technical Support Information........................................................................................................................................... 53
Section 9 - Appendices.............................................................................................................................................. 55
9.1 Related Documentation........................................................................................................................................................ 55
9.2 General Terms and Definitions........................................................................................................................................... 56
9.3 Galaxy UI Screen Elements (Iconography) ...................................................................................................................... 57

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Section 1 - Preface
WARNING
Read all instructions before using this product
All users must read and understand this manual and all other safety instructions before using the
equipment. Retain these instructions for future reference.
This manual is intended for users of the Montana Instruments products and systems described herein.
Users include anyone who may physically interact with the system or peripheral equipment, including
installing, setting up, or configuring the system or anyone who may operate system components via
operating panels, the supplied user interface, or remote interfaces.
This manual may be used by facilities personnel for determining infrastructure requirements in the
room or building where the equipment will be installed.
This manual should be referenced by authorized service personnel for important safety and hazard
information and other product restrictions.

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1.1 Conventions Used in this Manual
The following style conventions are used in this document:
•Vertical bar ( | )
oIndicates alternative selections. The bar may be used in place of “and” or “or”.
•Alphanumeric List (1., 2., 3…| a., b., c…)
oIndicates instructions or actions which should be completed in a specific ordered
sequence.
•Bulleted List (•| ◦ | -)
oIndicates instructions, commands, or additional information about an action.
oMay alternatively be used for unordered lists of materials or additional reference notes.
•Courier Font
oIndicates a label or indicator on a physical product or part.
oIndicates a system output, such as a display reading.
oMay also be used for URLs, file paths, file names, scripting language, prompts, or syntax.
1.1.1 Abbreviations
The following abbreviations may be used:
•ACM: Ancillary Control Module
•CAN: Controller Area Network
•DMM: Digital Multimeter
•HDMI: High-Definition Multimedia Interface
•MI: Montana Instruments
•PCB: Printed Circuit Board
•TCM: Temperature Control Module
•UI: User Interface
•UPS: Uninterruptible Power Supply
•USB: Universal Serial Bus
•VNC: Virtual Network Computing

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1.1.2 Explanation of Safety Warnings
Safety and hazard information includes terms, symbols, warnings, and instructions used in this manual
or on the equipment to alert users to precautions in the care, use, and handling of the system. The
following hazard levels and information are considered:
DANGER
Serious personal injury
Imminent hazards which, if not avoided, will result in serious injury or death.
WARNING
Serious personal injury
Potential hazards which, if not avoided, could result in serious injury or death.
CAUTION
Possible personal injury
Potential hazards which, if not avoided, could result in minor or moderate injury.
NOTICE
Command or Product Safety Notice
Potential hazards which, if not avoided, could result in product damage.
» NOTE
Points of particular interest for more efficient or convenient equipment operation; additional
information or explanation.

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1.1.3 Graphical Symbols
The following symbols may be used in diagrams, supporting text, and on physical parts:
Hazard Alert: General Warning
Hazard Alert: High Voltage
Hazard Alert: Laser Radiation
HDMI port
CAN bus module
USB port
Hazard Alert: Hot Surface
Hazard Alert: Magnetic Field
Waste Electrical and Electronic
Equipment (WEEE)
Conformité Européenne (CE)
Multimeter Required
Hand Push Button

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1.2 General Hazard Information
The following descriptions are of general hazards and unsafe practices that may result in product
damage, severe injury, or death.
•The products, parts, and components in this manual are to be serviced by authorized Montana
Instruments service representatives only. Failure to do so will void the warranty and may damage
the product and/or create a safety hazard.
•Only use all components provided for the intended purpose described herein.
•If the equipment or any component is used or modified in a manner not specified by the
manufacturer, the protection provided by the equipment may be impaired.
The following hazards may be typical for this product:
WARNING
Risk of injury when lifting or moving system components
System components, including standalone equipment and installed assemblies, may be heavy.
•Use caution when lifting or moving equipment or assemblies. Ensure proper lifting principles are
used to avoid injury.
•Equipment or assemblies >20 kg should always be lifted by two or more people or with a suitable
lifting device.
WARNING
High voltage: danger of electric shock
Electric shocks and burns from capacitor discharge or power circuits could lead to serious injury or
death.
•Before turning on any power supply, the ground prong of the power cord plug must be properly
connected to the ground connector of the wall outlet. The wall outlet must have a third prong or
must be properly connected to an adapter that complies with these safety requirements.
•Only use replacement power cords or power plugs with the same polarity and power rating as
that of the original ones. Do NOT use inadequately rated cables.
If the equipment or the wall outlet is damaged, the protective grounding could be disconnected.
•Do NOT use damaged equipment until its safety has been verified by authorized personnel.
•Do NOT disconnect or tamper with the operation of the protective earth terminal inside or
outside the apparatus.

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NOTICE
Only clean exterior surfaces with acceptable fluids
•Only use deionized water, glass cleaner, or isopropyl alcohol to clean the exterior surfaces of any
enclosure. Do NOT use any volatile chemicals other than isopropyl alcohol.
•Apply fluid to a clean, lint-free cloth and wipe the surface with a cloth. Do NOT apply fluid
directly to any surfaces or enclosures.

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Section 2 - Option Overview
2.1 Rook Nanopositioner
Compatible Cryostation Models
Configuration
CryoAdvance 50
One positioner, open- & closed-loop
CryoAdvance 50 –CryoOptic
One positioner, open- & closed-loop
CryoAdvance 50 –MagnetoOptic
One positioner, open loop only
CryoAdvance 100
Up to two positioners, open- & closed-loop
CryoAdvance 100 - CryoOptic
Up to two positioners, open- & closed-loop
s200
Up to four positioners, open- & closed-loop
2.1.1 Intended Use
Montana Instruments has set a new standard of positioning reliability by delivering the only
nanopositioner available today with critical motion performance specified at the top of the 3-axis stack.
Bi-directional repeatability and bi-directional runout are measured and specified while integrated into
an operational Cryostation set to 4 K base temperature. The Rook stands up to everyday handling and
operation using Montana Instruments’ Galaxy software and touchscreen control architecture for ease
and simplicity of use.
The Rook positioning system seamlessly integrates with other Montana Instruments equipment,
allowing for a single source of control for your cryogenic environment and makes experimental
automation simpler. Scripting examples are available on-board your touchscreen and in this user
manual.

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2.1.2 Components
The nanopositioner module consists of a 3-axis (X-Y-Z) positioner stack, rack-mountable motion
controller, and power supply. The Cryostation user interface touchscreen provides the operational
control of the nanopositioner.
The Rook Nanopositioner
Ceramic body with motion powered by piezo slip-stick mechanisms on each axis. The positioner kit
includes flexible thermal links for the best possible conduction to your sample, and the whole assembly
is removable from the Cryostation sample chamber for added flexibility. The Rook nanopositioner is
capable of operation at cryogenic temperatures down to <3 kelvin.
Features:
•Travel range of 5mm x 5mm x 5mm.
•50 nm closed loop encoder resolution.
•Load capacity of up to 0.4 kg (with spring).
•Complete ceramic construction.
1. Cryogenic Mounting Plate
2. Z-axis Stage (Carriage)
3. Flexible Thermal Link
4. Y-axis Stage (Carriage)
5. X-axis Stage (Carriage)
6. Terminal Block Connector
7. Mounting Plate
8. Adaption Plate

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2.1.3 Nanopositioner Mounted to Sample Chamber Base
The nanopositioner module consists of a 3-axis (X-Y-Z) positioner stack, rack-mountable motion
controller, and power supply. The Cryostation user interface touchscreen provides the operational
control of the nanopositioner.
1. Sample Mount
2. Adapter
3. Cryogenic Mounting Plate
4. Flexible Thermal Link
5. Side-Panel
6. Micro-D 25 Adapter
7. Coaxial Connectors
8. Foundation
9. Terminal Block Connector

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2.1.4 Cryostation, Nanopositioner, and Housing
Figure 1: Cryostation, nanopositioner, and housing.
1. Window
2. Housing
3. Sample Mount
4. Adapter
5. Nanopositioner
6. Side Panels
7. Foundation
8. Micro-D 25 Feedthrough.
9. Coaxial Connectors
10. Terminal Block Connector

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2.1.5 Nanopositioner Stage Dimensions
2.1.6 Technical Specifications
Environmental Specifications
Temperature of Environment (Non-Operational)
Up to 350K
Temperature of Environment (Operational)
3.2K to 300K
Altitude
<2000 m
Physical Dimensions
Component
L x W x H
Positioner Physical size
(Not including “flex-link” or wiring connector
24mm x 24mm x 51mm

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2.1.7 Safety Information
The following hazards may be typical for this product:
WARNING
Risk of injury due to sharp edges
The interior of the enclosure contains sheet metal parts that may have sharp edges.
•When working inside the enclosure (authorized service personnel only), exercise caution to avoid
getting cut by these edges.
WARNING
High voltage: danger of electric shock
Electric shocks and burns from capacitor discharge or power circuits could lead to serious injury or
death.
•Prior to accessing the enclosure or when otherwise servicing the unit (authorized service
personnel only), completely power down the system and unplug the power cable.
•If power must be applied to diagnose issues or otherwise, a grounding strap must be applied to
the arm interfacing internal components.

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2.2 Touchscreen Monitor
The Cryostation user interface touchscreen provides the operational control of the nanopositioner.
2.2.1 Intended Use
A 10-inch touchscreen display provides the main user interface control for the system. The software can
alternatively be monitored and controlled via a VNC interface or remote scripting.
2.2.2 Touchscreen Monitor Inputs
The touchscreen monitor has HDMI, USB 3.0, and Power input ports located on the back near the lower
center of the device.
2.2.3 Control Console
The console located on the back near the top-center of the device contains basic display controls.

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2.2.4 Safety Information
The following hazards may be typical for this product:
WARNING
High voltage: danger of electric shock
Electric shocks and burns from capacitor discharge or power circuits could lead to serious injury or
death.
•Prior to accessing the enclosure or when otherwise servicing the unit (authorized service
personnel only), completely power down the system and unplug the power cable.
•If power must be applied to diagnose issues or otherwise, a grounding strap must be applied to
the arm interfacing internal components.

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2.3 Motion Control Unit
2.3.1 Intended Use
The motion control unit is a device used for interfacing with and controlling of the nanopositioner. It
provides both the electronics hardware and software interface for communicating with the
nanopositioner and controlling the stages within the stack.
2.3.2 Components
The nanopositioner module consists of a 3-axis (X-Y-Z) positioner stack, rack-mountable motion
controller, and power supply. The Cryostation user interface touchscreen provides the operational
control for the nanopositioner.
2.3.3 Motion Controller Inputs/Outputs (I/O)
The Nanopositioner I/O ports are located at the back of the unit.
Figure 2: Motion controller (back) inputs/outputs (I/O).
2.3.4 Motion Controller Power Button
The Nanopositioner power button is located on the front panel. When the unit is powered on the
button will glow.
Figure 3: Motion controller (front) power button location.
1. Power Input HIROSE P/N: RP34-8R-3DL 24 VDC/50 W
2. USB 2.0 Receptacle
3. Ethernet 10/00/1000 MBPS
4. RS485 IN/OUT
5. Digital Input/Output D-SUB 25 Pin Female Connector
6. Motor and Encoder D-SUB 37 Pin Female Connector

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2.3.5 Technical Specifications
Environmental Specifications
Temperature of Environment
5 –25 °C
Humidity
5 –80% non-condensing
Altitude
<2000 m
Power Specifications
Model
Motion Controller
Mains Power Connector on Unit
IEC 60320 C14
Line Voltage
100 –240 VAC
Frequency
50 –60 Hz
Maximum Current Draw
1.9 A
Maximum Power Consumption
190 W
Wall Outlet /
Receptacle
N. America & non-EU
Standard NEMA 1-15P
CEE Europe (non-UK)
NEMA 1-15P supplied and IEC 320-C8 available for region
specific adapters
UK
NEMA 1-15P supplied and IEC 320-C8 available for region
specific adapters
Israel
NEMA 1-15P supplied and IEC 320-C8 available for region
specific adapters
Physical Dimensions
Component
L x W x H
Mass
19” x 15” x 1.75”
7.5 lbs
2.3.6 Safety Information
The following hazards may be typical for this product:
WARNING
High voltage: danger of electric shock
Electric shocks and burns from capacitor discharge or power circuits could lead to serious injury or
death.
•Prior to accessing the enclosure or when otherwise servicing the unit (authorized service
personnel only), completely power down the system and unplug the power cable.
•If power must be applied to diagnose issues or otherwise, a grounding strap must be applied to
the arm interfacing internal components.