NI UMI-7764 User manual

USER GUIDE
Universal Motion Interface (UMI)-7764
This document provides information about the National Instruments Universal Motion Interface
(UMI)-7764 functionality and includes instructions for getting started, specifications, connection
requirements, and safety information.
Contents
Introduction.......................................................................................................................................... 1
Related Resources................................................................................................................................ 1
Features................................................................................................................................................ 2
What You Need to Get Started ............................................................................................................ 2
Optional Equipment..................................................................................................................... 2
Installation ........................................................................................................................................... 2
Connecting the UMI-7764 to Optional General-Purpose Digital I/O Devices.................................... 3
Terminal Block Descriptions ............................................................................................................... 4
Power Input Terminal Block........................................................................................................ 5
Motion I/O Terminal Block ......................................................................................................... 5
Specifications....................................................................................................................................... 11
Where to Go for Support ..................................................................................................................... 14
Introduction
The UMI-7764 is a standalone connectivity accessory designed to be used with National Instruments
7330, NI 7340, and NI 7350 series motion controllers for up to four axes of simultaneous or independent
control. Ideally suited to industrial and laboratory applications, the UMI-7764 connects third-party
stepper and servo drives (amplifiers) and/or feedback and digital I/O to National Instruments motion
controllers.
Note For consistency, the remainder of this document refers only to drives. All references to drives
also apply to amplifiers.
To work correctly with the UMI-7764, drives must have industry standard interfaces. For stepper
systems, the industry standard interface includes step and direction, or clockwise (CW) and
counter-clockwise (CCW), pulse inputs. For servo systems, the industry standard interface includes a
±10 V analog input.
Related Resources
The following documents contain information that you may find helpful as you read this document.
Many of the documents listed are available as PDFs on ni.com/manuals.
• NI 7330, NI 7340, or NI 7350 motion controller documentation
• Measurement & Automation Explorer Help for Motion
• Documentation included with your drive

UMI-7764 User Guide 2 ni.com
Features
The UMI-7764 simplifies field wiring by supplying separate encoder, limit switch, and amplifier/drive
terminal blocks per axis. All terminal blocks are industry standard and do not require any special tools
or wire installation. The UMI connects to the motion controller through a single interface cable. Also,
the UMI features a host bus monitor power interlock that automatically disables the drive if the host
computer is shut down or the interface cable is disconnected.
The UMI-7764 is encased in a metal box with a hinged lid and comes with attached rubber feet for
desktop use.
Note Throughout this document, overlined text indicates that a signal is active-low.
What You Need to Get Started
To set up and use your UMI accessory, you will need the following items:
❑NI UMI-7764 accessory and documentation
❑NI 7330, NI 7340, or NI 7350 motion controller and documentation
❑National Instruments SH68-C68-S cable
❑+5 V power supply
❑Third-party drive and documentation
Refer to the Specifications section for detailed specifications.
Optional Equipment
National Instruments offers the following products for use with the UMI-7764:
• Additional SH68-C68-S cable with 68-pin VHDCI offset male connectors on both ends. Use this
cable to connect the digital I/O connector on the National Instruments motion controller to the
National Instruments SCB-68.
• National Instruments SCB-68 for digital I/O connection.
Installation
Complete the following steps to install the UMI-7764:
1. Connect the +5 V power supply to the UMI-7764.
2. Connect the power, motor, and encoder to the drive as specified in the drive documentation.
3. Connect the UMI-7764 to the motion controller using the SH68-C68-S cable.
4. Connect the drive to the UMI-7764.
5. Connect any external switches and I/O to the UMI-7764.
6. Test the signal connections starting with the limit and home switches, then the encoders, and
concluding with the inhibit and command connections.

©National Instruments Corporation 3 UMI-7764 User Guide
Figure 1 shows a simplified connection diagram.
Figure 1. Connecting the UMI-7764
Connecting the UMI-7764 to Optional General-Purpose Digital I/O Devices
To access the digital I/O signals on the National Instruments motion controller, connect one end of an
additional SH68-C68-S cable to the 68-pin digital I/O connector on the motion controller and the other
end to the 68-pin connector on the SCB-68.
Optionally, you can connect the digital I/O connector on the motion controller to other National
Instruments accessories. For example, you can connect the digital I/O on the National Instruments
motion controller to an SSR cable adapter and then connect that adapter to the National Instruments
SSR Series backplanes for use with other National Instruments devices, such as DAQ devices.
NI Motion Software
NI Motion Controller
NI UMI-7764
Stepper
or Servo
Drive
Host PC
NI-Motion Driver
LabVIEW (or
Other Application
Environment)
68-Pin
Cable Limit and
Home
Sensors
+5 V Power
Supply
Motor Feedback
Device

UMI-7764 User Guide 4 ni.com
Terminal Block Descriptions
This section describes the UMI-7764 terminal block. Refer to Figure 2 to locate the different parts of
the UMI-7764 accessory.
Figure 2. UMI-7764 Parts Locator Diagram
Note Signals marked with an asterisk (*) are not available on the NI 7330 motion controller.
1Axis1 Motion I/O Terminal Block
2Axis3 Motion I/O Terminal Block
3Axis2 Motion I/O Terminal Block
4Axis4 Motion I/O Terminal Block
5 Power Input Terminal Block
6Shutdown/Inhibit All Terminal Block
7 Inhibit Output Polarity Switch (S1)
8Inhibit Input Polarity Switch (S2)
9Analog Input Terminal Block
10 68-Pin Motion I/O Connector
11 Breakpoint/Trigger Terminal
Block
1
11
234
5
987
6
10
BP4 BP3 BP2 BP1 GND +5 V TRIG4 TRIG3 TRIG2 TRIG1
ASSY186343A-01
UMI-7764
FWDLIM1
HOME1
REVLIM1
INHIN1
GND
AOUT1*
AOGND*
INHOUT1
STEP(CW)1
DIR(CCW)1
+5 V
GND
ENCA1
ENCA1
ENCB1
ENCB1
INDEX1
INDEX1
AXIS1
FWDLIM3
HOME3
REVLIM3
INHIN3
GND
AOUT3*
AOGND*
INHOUT3
STEP(CW)3
DIR(CCW)3
+5 V
GND
ENCA3
ENCA3
ENCB3
ENCB3
INDEX3
INDEX3
AXIS3
REQUIRED INPUTS
+5V GND
AIGND AREF AIN4 AIN3 AIN2 AIN1
FWDLIM2
HOME2
REVLIM2
INHIN2
GND
AOUT2*
AOGND*
INHOUT2
STEP(CW)2
DIR(CCW)2
+5 V
GND
ENCA2
ENCA2
ENCB2
ENCB2
INDEX2
INDEX2
AXIS2
FWDLIM4
HOME4
REVLIM4
INHIN4
GND
AOUT4*
AOGND*
INHOUT4
STEP(CW)4
DIR(CCW)4
+5 V
GND
ENCA4
ENCA4
ENCB4
ENCB4
INDEX4
INDEX4
AXIS4
GND
NC1
SHUTDOWN INH ALL
S2S1
ACTIVE
INHOUT
INHIN
S1S2
HIGH LOW

©National Instruments Corporation 5 UMI-7764 User Guide
Power Input Terminal Block
The UMI-7764 has a 2-position terminal block for wiring power to the unit. Refer to Figure 2 to locate
the power input terminal block on your UMI-7764 accessory. Figure 3 shows the 2-position terminal
block pinout.
Figure 3. 2-Position Power Input Terminal Block Pin Assignment
This connection is required to power the encoder circuitry that converts differential encoder signals to
single-ended signals for the motion controller, as well as to power the UMI-7764 Inhibit Output signals.
The +5 V power is also distributed to the per-axis +5 V supply on the Motion I/O Terminal Blocks. The
+5 V per-axis supply on the Motion I/O Terminal Blocks can be used to power encoders, limit switches,
or other general-purpose devices.
Motion I/O Terminal Block
Each axis connected to the UMI-7764 has a motion I/O terminal block to which the following signals
are wired:
• Amplifier/drive connections
• Encoder connections
• Limit switch connections
• Distributed power connections
Figure 4 shows which portions of the terminal block are used for different functionality.
Figure 4. UMI-7764 Motion I/O Terminal Block
Note Signals marked with an asterisk (*) are not available on the NI 7330 motion controller.
+5 V GND
Forward Limit
Home Input
Reverse Limit
Inhibit Input
Digital Ground
Analog Output*
Analog Output Ground*
Inhibit Output
Step (CW)
Dir (CCW)
+5 V (Output)
Digital Ground
Encoder Phase A
Encoder Phase A
Encoder Phase B
Encoder Phase B
Encoder Index
Encoder Index
Limit Switch and
Inhibit Input
Terminals
Drive
Terminals
Distributed
Power
Encoder
Terminals

UMI-7764 User Guide 6 ni.com
Drive Terminal Block
Each UMI-7764 axis motion I/O terminal block has five terminals for drive connections. Refer to
Figures 2 and 4 to locate the drive terminals on your UMI-7764 accessory. Figure 5 shows the
UMI-7764 drive terminal block pin assignment for the servo or stepper axes.
Figure 5. UMI-7764 Axes Amplifier/Drive Terminal Block Pin Assignments
Note Signals marked with an asterisk (*) are not available on the NI 7330 motion controller.
•Analog Output—The Analog Output signals are used as command outputs to a servo amplifier or
as general-purpose voltage outputs. These signals are pass-through signals from the controller to
the drive, and all output signal configuration is performed by the motion controller.
•Step and Dir—The Step and Dir signals are used as command outputs to a stepper drive. Some
stepper drives require clockwise direction (CW) and counter-clockwise direction (CCW)
commands rather than Step and Dir commands. You can configure National Instruments motion
controllers to provide either type of stepper commands. Both Step and Dir signals are pass-through
signals.
Many stepper drive manufacturers offer opto-isolated inputs for Step (CW)/Direction (CCW)
signals. When connecting to opto-isolated inputs, connect the UMI-7764 Step output to the
negative (cathode) side of the optocoupler input, and connect the positive (anode) side of the drive
input to a supply as specified by the drive manufacturer. Figure 6 shows a connection example.
Figure 6. Opto-Isolated Step and Direction Output Connection
Caution If the drive optocoupler input does not include its own current-limiting resistor, you must
provide an external resistor in series with the UMI output. To prevent damage to the UMI or stepper
drive, use a resistor that limits the current to a value below the maximum specifications of the UMI,
motion controller, and stepper drive. Refer to the Specifications section for more information.
•Inhibit Output—The Inhibit Output signals are used to disable the drive for that axis. The UMI
combines the host bus interlock circuit, the Inhibit All signal, the per axis Inhibit Input signals, and
the per axis controller Inhibit Output to create the per axis Inhibit Output signal as shown in
Table 1.
Analog Output*
Inhibit Output
Step (CW)
Dir (CCW)
Analog Output Ground*
Motion Controller
Step/Dir
Drive
Step+/Dir+
Step–/Dir–
+Vsupply per
Drive Spec
Optional
+5 V
3.3kΩ
UMI-7764
Step/Dir
Signal
Pass-
Through

©National Instruments Corporation 7 UMI-7764 User Guide
The host bus interlock monitors the host PC +5 V power supply from the motion controller to verify
that the controller is powered and properly connected to the UMI. If the host bus interlock detects
a problem, if the Inhibit All signal is asserted, or if the Inhibit Input signal or the controller Inhibit
Output signal for that axis is asserted, the Inhibit Output from the UMI-7764 for that axis is
asserted.
You can configure the axis Inhibit Out signal as active-low or active-high using switch S1. Refer to
Figure 2 to locate switch S1 on your UMI-7764. Setting S1 to the bottom configures the signal as
active-low; setting S1 to the top configures the signal as active-high.
Note The motion controller Inhibit Output signals must be set to active-low for proper operation of
the inhibit circuitry. This is the default software setting so no action is required unless the setting has
been changed from the default.
Encoder Terminal Block
Each UMI-7764 axis motion I/O terminal block has six terminals for incremental encoder connections.
The UMI-7764 accepts either single-ended TTL or differential line driver inputs. You can connect
open-collector encoders to the UMI-7764 accessory by installing a 2.2 kΩpull-up resistor to +5 V.
Note Encoders with line driver outputs are recommended for all applications and must be used if
the encoder cable length is greater than 10 feet.
Power for the encoders is internally routed from the power input terminal block and is available on the
+5 V terminal on each axis motion I/O terminal block. Refer to Figures 2 and 4 to help you locate the
encoder terminals on your UMI-7764 accessory. Figure 7 shows the pinout for a differential encoder.
Note The dotted loop indicates a shielded cable.
Figure 7. Differential Encoder Pin Assignments
Table 1. UMI-7764 Inhibit Output Active Conditions
UMI-7764
Inhibit Input
Motion Controller
Inhibit Output
UMI-7764
Inhibit All
UMI-7764
Host Bus Interlock
UMI-7764
Inhibit Output
Active — — — Active
—Active — — Active
— — Active —Active
— — — Problem with +5 V input from
motion controller
Active
Phase A
Phase B
Phase B
Index
Index
Phase A
Shield1
1Connect to Digital Ground

UMI-7764 User Guide 8 ni.com
Figure 8 shows the pinout for the single-ended encoder.
Figure 8. Single-Ended Encoder Pin Assignments
The UMI-7764 accessory allows for differential inputs for Phase A, Phase B, and Index signals. You can
easily accommodate encoders with phase relationships different from Figure 9 by swapping the signals
as required by the specific application. The Index pulse must occur when both Phase A and Phase B
signals are logic low as shown in Figure 9. Servo and closed-loop stepper applications require encoder
feedback and consistent directional polarity between the motor and encoder for stable operation. The
UMI-7764 uses the following standards for motor direction:
• Positive = forward = Clockwise (CW) facing motor shaft
• Negative = reverse = Counter-clockwise (CCW) facing motor shaft
Figure 9. Encoder Signal Phasing—CW Rotation
The encoder inputs are filtered by both analog and digital noise filters. You must use cables with twisted
pairs and an overall shield for improved noise immunity. When connecting the encoder to the
UMI-7764, you should use at least 24-AWG wire.
Caution Using an unshielded cable allows noise to corrupt the encoder signals, which results in lost
counts, reduced accuracy, and other erroneous encoder and controller operations.
Phase A
Phase B
Index
Shield
1
1Connect to Digital Ground
Phase A
Phase B
Index

©National Instruments Corporation 9 UMI-7764 User Guide
Limit Switch and Inhibit Input Terminal Block
Each UMI-7764 axis motion I/O terminal block has five terminals for Forward Limit, Reverse Limit,
Home switch, and Inhibit Input connections. Refer to Figures 2 and 4 to locate the terminals on your
UMI-7764 accessory. Refer to Figure 10 for the UMI-7764 limit switch and Inhibit Input terminal block
pinout.
Figure 10. UMI-7764 Limit Switch and Inhibit Input Terminal Block Pin Assignment
•Limit and Home Inputs—The limit sensors or switches are typically located at physical ends of
travel. The home sensor or switch can be located at any reference position within the range of
travel. For the end of travel limits to function correctly, the forward limit must be located at the
forward or positive end of travel, and the reverse limit must be located at the negative end of travel.
•Inhibit Input—The axis Inhibit Input is typically connected to the Drive Fault output. When the
Inhibit Input is asserted the UMI asserts the Inhibit Output signal. You can configure the axis
Inhibit Input signals as active-low or active-high inputs using switch S2. Setting S2 to the bottom
configures the signal as active-low; setting S2 to the top configures the signal as active-high. The
Inhibit Input signals include a 3.3 kΩpull-up resistor on their inputs. If you are not using the Inhibit
Input signal you can leave it unconnected but set switch S2 to the bottom to configure the signal as
active-low.
Analog Input Terminal Block
For analog input wiring, the UMI-7764 has a 6-position terminal block, which provides access to the
four analog input channels on your motion controller. Refer to Figure 2 to locate the analog input
terminal block on your UMI-7764 accessory. Refer to Figure 11 for the analog input terminal block
pinout.
Figure 11. UMI-7764 Analog Input Terminal Block Pin Assignments
Forward Limit
Home Input
Reverse Limit
Inhibit Input
Digital Ground
Analog Input 4
Analog Input 3
Analog Input 2
Analog Input 1
Analog Reference (Output)
Analog Input Ground

UMI-7764 User Guide 10 ni.com
Breakpoint Output/Trigger Input Terminal Block
For breakpoint output and trigger input wiring, the UMI-7764 has a 10-position terminal block. This
terminal block provides access to the four breakpoint outputs and the four trigger inputs. Refer to
Figure 2 to locate the breakpoint output/trigger input terminal block on your UMI-7764 accessory. Refer
to Figure 12 for the breakpoint output and trigger input pinout.
Figure 12. UMI-7764 Breakpoint/Trigger Terminal Block Pin Assignments
Shutdown/Inhibit All Terminal Block
The UMI accessory has a 4-position terminal block for shutdown and inhibit all wiring. Refer to
Figure 2 to locate the shutdown/inhibit all terminal block on your UMI-7764 accessory. Refer to
Figure 13 for the shutdown/inhibit all pinout.
Figure 13. Shutdown/Inhibit All Terminal Block Pin Assignments
•Inhibit All—The Inhibit All signal acts as a global inhibit, and, when driven low, activates the
Inhibit Outputs. The Inhibit All signal includes a 3.3 kΩpull-up resistor on its input. You can leave
the Inhibit All signal unconnected if it is not used.
•Shutdown—The Shutdown signal is passed through to the motion controller and, when enabled in
software, disables the controller by asserting the controller inhibits, setting the analog outputs to
0 V, and stopping any stepper pulse generation.
Caution Do not connect anything to the NC/NC1 connector on the UMI. The NC connector has no
functionality for the operation of the UMI or the motion controller connected to it, but is connected
to an input on the UMI which is connected to the motion controller. This input may handle at most
5 V. Connecting higher voltages to the NC/NC1 terminal may damage the UMI or the motion
controller.
Breakpoint 4
Breakpoint 3
Breakpoint 2
Breakpoint 1
Digital Ground
+5 V (Output)
Trigger 4
Trigger 3
Trigger 2
Trigger 1
Shutdown
Inhibit All
NC
Digital Ground

©National Instruments Corporation 11 UMI-7764 User Guide
Specifications
The following specifications apply only to the UMI-7764 accessory. Consider the specifications for the
National Instruments motion controller and third-party drive you are using to obtain a complete system
specification. Refer to your controller specifications to determine overall system specifications.
Some signals have compatibility defined as signal pass-through. This means the UMI-7764 may have
passive filtering on these signals but the passive filtering does not affect the voltage range or current
handling capability. Consult the motion controller specifications to determine the allowable voltage
range and logic level compatibility of the signal.
These specifications are typical at 25 °C unless otherwise specified. Refer to your motion controller user
manual for detailed specifications on encoder inputs, limit and home switch inputs, breakpoint outputs,
trigger inputs, and analog inputs.
Encoder Interface (Each Axis)
Inputs .....................................................................Quadrature, incremental
Differential input threshold....................................±0.3 V (typical)
Single-ended input threshold .................................TTL/CMOS
Voltage range .........................................................0 to 5 VDC
Noise filter (RC time constant)..............................100 ns
Max quadrature frequency .....................................20 MHz
Limit and Home Switch Inputs (Each Axis)
Noise filter (RC time constant) ..............................10 µs
Compatibility .........................................................Signal pass-through
Trigger Inputs
Noise filter (RC time constant)..............................100 ns
Compatibility .........................................................Signal pass-through
Inhibit and Inhibit All Inputs
Voltage range .........................................................0 to 12 VDC
Input voltage threshold ..........................................TTL/CMOS
Input pull-up resistor..............................................3.3 kΩ
Compatibility .........................................................Signal pass-through
Analog Inputs
Noise filter (RC time constant)..............................10 µs
Compatibility .........................................................Signal pass-through
Analog Outputs
Compatibility .........................................................Signal pass-through

UMI-7764 User Guide 12 ni.com
Axis Inhibit Out
Voltage range .........................................................0 to 5 VDC
Output low voltage.................................................0.5 V at 16 mA
Output high voltage................................................2.4 V at 3.2 mA
Step/Dir/Breakpoint Outputs
Compatibility .........................................................Signal pass-through
Trigger Inputs
Compatibility .........................................................Signal pass-through
Power Requirements
+5 VDC..................................................................0.2 amps + user-defined encoder and limit power
Host Bus Voltage Interlock
Voltage ...................................................................5 VDC ± 5%
Physical
Dimensions ............................................................19.5 ×15.2 ×4.5 cm
(7.7 ×6.0 ×1.8 in.)
Note For two-dimensional drawings and three-dimensional models of the UMI-7764 enclosure,
go to ni.com\dimensions and search for the SCB-68, which uses the same enclosure.
Environment
Temperature ...........................................................0 to 55 °C
Storage temperature ...............................................–20 to 70 °C
Relative humidity...................................................10 to 90% (noncondensing)
Maximum altitude..................................................2,000 m
Pollution Degree ....................................................2
Safety
This product meets the requirements of the following standards of safety for electrical equipment for
measurement, control, and laboratory use:
• IEC 61010-1, EN 61010-1
• UL 61010-1, CSA 61010-1
Note For UL and other safety certifications, refer to the product label or the Online Product
Certification section.

©National Instruments Corporation 13 UMI-7764 User Guide
Electromagnetic Compatibility
This product meets the requirements of the following EMC standards for electrical equipment for
measurement, control, and laboratory use:
• EN 61326 (IEC 61326): Class A emissions; Basic immunity
• EN 55011 (CISPR 11): Group 1, Class A emissions
• AS/NZS CISPR 11: Group 1, Class A emissions
• FCC 47 CFR Part 15B: Class A emissions
• ICES-001: Class A emissions
Note For the standards applied to assess the EMC of this product, refer to the Online Product
Certification section.
CE Compliance
This product meets the essential requirements of applicable European Directives as follows:
• 2006/95/EC; Low-Voltage Directive (safety)
• 2004/108/EC; Electromagnetic Compatibility Directive (EMC)
Online Product Certification
Refer to the product Declaration of Conformity (DoC) for additional regulatory compliance
information. To obtain product certifications and the DoC for this product, visit ni.com/
certification, search by module number or product line, and click the appropriate link in the
Certification column.
Environmental Management
National Instruments is committed to designing and manufacturing products in an environmentally
responsible manner. NI recognizes that eliminating certain hazardous substances from our products is
beneficial to the environment and to NI customers.
For additional environmental information, refer to the NI and the Environment Web page at ni.com/
environment. This page contains the environmental regulations and directives with which NI
complies, as well as other environmental information not included in this document.
Waste Electrical and Electronic Equipment (WEEE)
EU Customers At the end of the product life cycle, all products must be sent to a WEEE recycling
center. For more information about WEEE recycling centers, National Instruments WEEE initiatives,
and compliance with WEEE Directive 2002/96/EC on Waste and Electronic Equipment, visit ni.com/
environment/weee.
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UMI-7764 User Guide 14 ni.com
Where to Go for Support
The National Instruments Web site is your complete resource for technical support. At ni.com/
support you have access to everything from troubleshooting and application development self-help
resources to email and phone assistance from NI Application Engineers.
A Declaration of Conformity (DoC) is our claim of compliance with the Council of the European
Communities using the manufacturer’s declaration of conformity. This system affords the user
protection for electromagnetic compatibility (EMC) and product safety. You can obtain the DoC for
your product by visiting ni.com/certification. If your product supports calibration, you can
obtain the calibration certificate for your product at ni.com/calibration.
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