Pepperl+Fuchs ENI11HD User manual

ENI11HD
Heavy-Duty Incremental
Rotary Encoder
FACTORY AUTOMATION
MANUAL

With regard tothesupply of products, the current issue of the following document is applicable: The
General Terms of Delivery for Products and Services of the Electrical Industry, published by the
Central Association of the Electrical Industry (Zentralverband Elektrotechnik und Elektroindustrie
(ZVEI) e.V.) in its most recent version as well as the supplementary clause: "Expanded reservation
of proprietorship"
ENI11HD

ENI11HD
Contents
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1 Introduction......................................................................... 4
2 Declaration of conformity .................................................. 5
3 Safety................................................................................... 6
3.1 Used Symbols...............................................................................................6
3.2 Intended Use ................................................................................................6
3.3 General Safety Information ............................................................................7
4 Product Description ........................................................... 8
4.1 Use and Application......................................................................................8
4.2 Included in Delivery.......................................................................................9
5 Accessories ...................................................................... 10
5.1 Accessories for Mounting, Dismounting and Connection............................10
6 Installation......................................................................... 12
6.1 Safety Information .......................................................................................12
6.2 Designations of the rotary encoder parts.....................................................13
6.3 Assembling Hollow Shaft Rotary Encoders (General)..................................14
6.3.1 Preparation of the Rotary Encoder for Shaft Mounting (All Types) ..........15
6.3.2 Shaft Mounting (Rotary Encoder with Continuous Hollow Shaft) ............18
6.3.3 Shaft Mounting (Rotary Encoder with Recessed Hollow Shaft) ..............18
6.3.4 Shaft Mounting (Rotary Encoder with Tapered Shaft) .............................21
6.3.5 Assembling the Extension Arm (All Types) .............................................24
6.4 Electrical Connection ..................................................................................28
6.4.1 Grounding of the Rotary Encoder ...........................................................28
6.4.2 Junction Box with Cable Duct and Terminals..........................................29
6.4.3 Junction Box with Connecting Cable ......................................................32
6.4.4 Junction Box with Connector Plug ..........................................................33
7 Dismounting, Storage, and Disposal.............................. 36
7.1 Dismounting the Rotary Encoder ................................................................36
7.2 Storage and Transportation .........................................................................40
7.3 Disposal ......................................................................................................40

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ENI11HD
Introduction
1Introduction
Congratulations
You have chosen a device manufactured by Pepperl+Fuchs. Pepperl+Fuchs
develops, produces and distributes electronic sensors and interface modules for
the market of automation technology on a worldwide scale.
Contact
If you have any questions about the device, its functions, or accessories, please
contact us at:
Pepperl+Fuchs GmbH
Lilienthalstraße 200
68307 Mannheim
Telephone: [phone]
Fax: [phone]
E-Mail: [e-mail]

ENI11HD
Declaration of conformity
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2 Declaration of conformity
This product was developed and manufactured under observance of the
applicable European standards and guidelines.
The product manufacturer, Pepperl+Fuchs GmbH, D-68307 Mannheim, has a
certified quality assurance system that conforms to ISO 9001.
Note!
A Declaration of Conformity can be requested from the manufacturer.
ISO9001

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ENI11HD
Safety
3Safety
3.1 Used Symbols
Safety-relevant Symbols
Informative Symbols
Action
This symbol indicates a paragraph with instructions.
3.2 Intended Use
The ENI11HD incremental rotary encoder is used to record rotations though a
direct mechanical coupling with a rotating drive shaft. Internally, the rotation is
converted into a sequence of electrical pulses which are provided by the rotary
encoder on several output channels. With its robust design, the rotary encoder is
particularly suitable for applications in which strong external mechanical loads
can affect the rotary encoder.
Danger!
This symbol indicates an imminent danger.
Non-observance will result in personal injury or death.
War ni ng!
This symbol indicates a possible fault or danger.
Non-observance may cause personal injury or serious property damage.
Caution!
This symbol indicates a possible fault.
Non-observance could interrupt devices and any connected facilities or systems,
or result in their complete failure.
Note!
This symbol brings important information to your attention.
Danger!
The ENI11HD incremental rotary encoder is not a safety component.
This incremental rotary encoder must not be used in applications in which the
safety of persons or system parts depends on the flawless functioning of the
rotary encoder.

ENI11HD
Safety
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3.3 General Safety Information
Responsibility for planning, assembly, commissioning, operation, maintenance,
and dismounting lies with the system operator.
Installation and commissioning of all devices must be performed by a trained
professional only.
Protection of operating personnel and the system is not ensured if the product is
not used in accordance with its intended purpose.
Laws and regulations applicable to usage or the intended purpose must be
observed. Devices are approved only for proper usage in accordance with
intended use. Ignoring these instructions will void any warranty and absolve the
manufacturer from any liability.
User modification and or repair are dangerous and will void the warranty and
exclude the manufacturer from any liability. If serious faults occur, stop using the
device. Secure the device against inadvertent operation. In the event of repairs,
return the device to your local Pepperl+Fuchs representative or sales office.
Additional documents relating to this device, such as the data sheet, declarations
of conformity, certificates, etc. are an integral part of this document. They must be
taken note of before using or carrying out any work on this device.
These documents can be found at www.pepperl-fuchs.com or contact your local
Pepperl+Fuchs representative.

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ENI11HD
Product Description
4 Product Description
4.1 Use and Application
The ENI11HD incremental rotary encoder records the rotation of a drive shaft and
converts this internally into a sequence of pulses. Due to the nature of the code
wheel, two pulse sequences that are phase-delayed by 90°are available on signal
channels A and B. This enables the direction of rotation to be evaluated. In
addition, one reference pulse per revolution is output on signal channel Z. To
suppress electrical mains-borne disturbance, the inverted signals A/, B/ and Z/
are additionally available.
Figure 4.1 Example: rotary encoder with continuous hollow shaft with mounted ground
strap and torque rest
Series ENI11HD includes rotary encoders with a hollow shaft or recessed hollow
shaft. This means that the rotary encoders in this series are mounted directly on
the drive shaft present on the system. The type of shaft assembly varies according
to the types of shaft available:
1. Rotary encoder with continuous hollow shaft
Mounting to the drive shaft is via a shaft clamping ring.
2. Rotary encoder with recessed hollow shaft
Mounting to the cylindrical drive shaft is via a central mounting screw that
grips the M6 threaded hole on the face side of the drive shaft.

ENI11HD
Product Description
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3. Rotary encoder with tapered shaft
Mounting tothetapered drive shaft is via acentral mounting screwthat grips
the M6 threaded hole on the face side of the drive shaft.
ENI11HD rotary encoders are particularly suitable for use in harsh ambient
conditions. They have:
■A high degree of shock and vibration resistance.
■Protection against ripple current.
■High degree of protection: IP66/IP67 or IP69k.
■A high level of immunity to electromagnetic interference.
This ensures a long service life. ENI11HD rotary encoders offer a high level of
process safety and thus minimize the risk of failure.
Handling of the electrical connection is very simple. The junction box, which can
be rotated in 90°increments, enables fast and flexible installation and
maintenance in the field.
Turning of the rotary encoder with the drive shaft is prevented by a torque rest
made from a support plate and extension arm.
4.2 Included in Delivery
The scope of supply of rotary encoders in this series differs depending on the
design ordered. Regardless of the design of rotary encoder ordered, the following
are always included in delivery:
■ENI11HD incremental rotary encoder
■Grounding set, consisting of a ground strap, contact disk, screw, grounding
label
■Torque rest ENI11 070 M6, consisting of one 70 mm support plate, two M6
x 12 hexagon screws (DIN 933), two washers (DIN 125A)
■Instruction leaflets
Regardless of the design of rotary encoder ordered, the following are additionally
included in delivery:
■Mounting set (depending on the rotary encoder shaft type)
■70 mm extension arm (depending on the order option)
Note!
If the incremental rotary encoder was ordered with an extension arm, then one of
the swivel heads is already pre-assembled on the support plate.

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ENI11HD
Accessories
5 Accessories
Various accessories are available.
5.1 Accessories for Mounting, Dismounting and Connection
Illustration Model Number Description
Support plate, straight,
70 mm
Support location 70 mm
from center of shaft
Item no. 264125
Support plate, straight,
120 mm
Support location 120 mm
from center of shaft
Item no. 256339
Support plate, angled,
120 mm
Support location 120 mm
from center of shaft
Item no. 268237
Extension arm Available lengths:
70 mm (item no. 264124)
120 mm (item no. 256336)
Other lengths available on
request

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Accessories
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Insert set for cable duct Suitable for 4 mm to 13 mm
cable diameter
Item no. 256562
Grounding set Item no. 263647
Tapered shaft mounting set Item no. 264122
16 mm recessed hollow
shaft mounting set
Item no. 264120
20 mm recessed hollow
shaft mounting set
Item no. 264121
Dismounting set Suitable for rotary
encoders with recessed
hollow shaft and rotary
en co ders wi th ta pere d
shaft
Item no. 266600
Illustration Model Number Description

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ENI11HD
Installation
6 Installation
6.1 Safety Information
Danger!
Risk of injury
Injury due to unexpected startup of the drive shaft.
■Stop the drive before carrying out any work on the device.
■Secure the drive in an appropriate manner against unexpected restart, in
particular against recommissioning by another person.
■Do not enable a restart of the drive until all work on the device has been
completed in full.
War ni ng!
Risk of short circuit
Injuries and damage to the device are possible when working with live parts.
■Before working on the device, always disconnect the supply voltage.
■Connect the device to the supply voltage only after completion of the work.
Caution!
Thread damage
Thread damage caused by tilting.
When tightening screws or other design elements with a thread, make sure that
they can be screwed without tilting into the receiving thread.

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Installation
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6.2 Designations of the rotary encoder parts
In the following diagram, you will find the designations of the most important
components of the rotary encoder. To avoid misunderstandings, these
designations will be used in the following sections.
Figure 6.1 Designation of the rotary encoder parts
Item Description
1Rotary encoder flange
2Threaded holes
3Rotary encoder cover
4Support plate
5Ground strap
6Extension arm (consisting of threaded rod, swivel heads and lock nuts)
7Eyelet of the ground strap
8Shaft clamping ring (only for design with continuous hollow shaft)
9Rotary encoder shaft
10 Connector plug or cable duct
11 Connection box (rotatable in 90°steps)
12
3
4
5
6
7
8
9
10
11

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ENI11HD
Installation
6.3 Assembling Hollow Shaft Rotary Encoders (General)
Preventing Malfunctions
Correct mounting of the rotary encoder on the drive shaft, as well as the torque
rest, is required for the rotary encoder to function correctly. When assembling a
hollow shaft rotary encoder, observe in particular the following points:
■Do not apply force when attaching the hollow shaft rotary encoder to the
drive shaft. Do not attempt to bring the rotary encoder into position by
hitting it with a hammer or other tool. Ensure that the diameters of the drive
shaft and rotary encoder shaft match. Remove any flash rust from the drive
shaft and grease the shaft a little.
■Mount the torque rest so that it is free from play. Any play in the torque rest
can result in an increased angle error and wear in operation.
■Radial deviations of the motor shaft lead to radial movement of the rotary
encoder during operation. As the rotary encoder is fixed mechanically in
the direction of the mounted extension arm, radial deviations of the drive
shaft inevitably lead to rotations of the rotary encoder and thus to an angle
error.
An angle error caused in this way can be reduced by increasing the radius
R, where R is the radial distance of the attachment point of the extension
arm on the rotary encoder side from the rotational axis. The dimension R is
specified by the dimensions of the support plate.
Figure 6.2 Shaft concentricity
The angle error is calculated as follows:
Angle error = ±90°/* run-out error [mm]/R [mm]
R

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Installation
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6.3.1 Preparation of the Rotary Encoder for Shaft Mounting (All Types)
The instructions show the preparatory steps using the example of a rotary
encoder with continuous hollow shaft. Preparation is identical for all types of rotary
encoders described here. Prepare the rotary encoder for shaft mounting as
follows:
Grounding
1. Connect the ground strap to the bare metal rotary encoder cover. Select any
M6 threaded hole.
Figure 6.3 Connecting the ground strap to the rotary encoder
2. Attach the grounding label next to the connection point of the ground strap on
the rotary encoder cover.
Item Description
1Rotary encoder
2Contact disk for M6 (DIN 25511)
3Ground strap with eyelet
4Washer for M6 (DIN 125A)
5M6 x 12 screw (DIN 933)
6Open-end wrench (SW 10), not included in delivery.
7Grounding label
1
2 3
6
4 5
7

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ENI11HD
Installation
Assembling the Torque Rest
The torque rest consists of the support plate and extension arm.
Note:
The support plate can, depending on the customer's requirements, be mounted
on the front rotary encoder flange or on the rear rotary encoder cover.
1. Determine the best arrangement for the support plate and the tie rod. The ar-
rangement must be chosen such that, when the rotary encoder is later mount-
ed on the drive shaft, the tie rod and the center axis of the support plate form
a right angle, or as close as you can get to a right angle. The deviation from the
right angle () should be less than 15°, see chapter 6.3.5.
Figure 6.4 The angle between the support plate and the tie rod should be about 90°.
2. Mount the support plate on the rotary encoder flange at the point
corresponding to the most favorable position of the torque rest determined
previously.
3. Mount the extension arm on the support plate, see Figure 6.5 on page 17.
War ni ng!
Damage to the swivel head
When assembling the extension arm, tighten the self-locking nut on the bolt that
leads through the socket of the swivel head to a torque of 1 Nm ... 2 Nm. This will
prevent the plastic socket of the swivel head from being crushed. Tightening the
nuts to a torque exceeding this amount may damage the swivel head.
~90°

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Installation
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Figure 6.5 Mounting of the support plate and extension arm on the rotary encoder
The rotary encoder is now ready to be mounted on the drive shaft.
Item Description
1Rotary encoder
2Extension arm
3Support plate
4Washer for M6 (DIN 125A), 2 units
5M6 x 12 hexagon screw (DIN 933), 2 units
6M6 nut, self-locking (DIN 982)
7Open-end wrench (SW 10), not included in delivery
8Spacer
9, 10 Washer for M6 (DIN 125A)
11 M6 x 25 hexagon screw (DIN 933)
17 7
8 9
2
11
10
3
45
45
6

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ENI11HD
Installation
6.3.2 Shaft Mounting (Rotary Encoder with Continuous Hollow Shaft)
When assembling a rotary encoder with continuous hollow shaft, proceed as
follows:
1. Loosen the screw on the shaft clamping ring of the rotary encoder.
2. Slide the rotary encoder onto the drive shaft.
3. Tighten the screw on the shaft clamping ring of the rotary encoder to a torque
of 2 Nm ... 2.5 Nm.
The rotary encoder is now fixed on the drive shaft.
6.3.3 Shaft Mounting (Rotary Encoder with Recessed Hollow Shaft)
Specification of the drive shaft
Figure 6.6 Drive shaft specification
When assembling a rotary encoder with recessed hollow shaft, proceed as
follows:
Note!
Rotary encoders with recessed hollow shaft do not have a shaft clamping ring.
Mounting to the drive shaft is through a central mounting screw. The drive shaft
must have an M6 threaded hole on the face side for this purpose. The drive shaft
must have a shoulder on which the conical centering ring is supported.
55
16
M6
≥ d + 6
ø dg6

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Installation
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1. Lightly lubricate the O-ring on the inside of the rotary encoder shaft.
2. Loosen the rotary encoder cover (four loss-proof screws). Make sure that the
inserted O-ring does not become damaged or lost.
Figure 6.7 Dismounting the rotary encoder cover
3. Check the drive shaft. The drive shaft must be clean and free from grease,
rust, and burrs.
4. Slide the tapered mounting adapter onto the drive shaft. The taper points to
the rotary encoder, and the flat area is located on the shaft collar.
5. Carefully slide the rotary encoder over the drive shaft until you feel slight
resistance through the inner O-ring in the rotary encoder. Now carefully slide
the rotary encoder over the drive shaft until it stops.
6. Place a washer over the selected mounting screw of suitable length.
7. Insert the mounting screw into the central hole on the back of the rotary
encoder.
Note!
The mounting set included with the rotary encoder contains several mounting
screws (M6 with hexagon socket, DIN912) in graduated lengths. Select the
appropriate mounting screw depending on the length of the drive shaft. To
determine the appropriate screw length see see Figure 6.6 on page 18.
Item Description
1Rotary encoder
2Rotary encoder cover
33 mm hexagon wrench
4Four M4 hexagon socket head screws (DIN 912), these are captive
screws
1 2 3
4

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ENI11HD
Installation
8. Secure the rotary encoder shaft with an open-end wrench (SW 27). Now turn
the mounting screw into the thread on the face side of the drive shaft and
tighten to a torque of 6 Nm.
Figure 6.8 Mounting of a rotary encoder with recessed hollow shaft (the rear rotary
encoder cover is already removed in the illustration)
The rotary encoder is now bolted to the drive shaft.
9. Fit the rotary encoder cover with four screws. Make sure that the O-ring in the
groove provided is clean.
Item Description
1Drive
2Rotary encoder with recessed hollow shaft
3Drive shaft with shoulder
4Mounting adapter
5Recessed hollow shaft
6Washer for M6 (DIN 125A)
7Mounting screw of suitable length, hexagon socket (DIN 912)
84 mm hexagon wrench
9Open-end wrench (SW 27)
12 9
876
54
3