Pepperl+Fuchs ES 58 EC Series User manual

Absolute Rotary Encoders
With EtherCAT Interface
FACTORY AUTOMATION
MANUAL

With regard to the supply of products, the current issue of the following document is ap-
plicable: The General Terms of Delivery for Products and Services of the lectrical Indus-
try, published by the Central Association of the lectrical Industry (Zentralverband
lektrotechnik und lektroindustrie (ZV I) e.V.) in its most recent version as well as the
supplementary clause: " xpanded reservation of proprietorship"
Absolute Rotary ncoders

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3
Introduction................................................................................. 5
2 Declaration of Conformity.......................................................... 6
2. CE Conformity ...................................................................................... 6
3 Safety ........................................................................................... 7
3. Symbols Relevant to Safety ................................................................ 7
3.2 Intended Use ........................................................................................ 7
3.3 General Safety Instructions................................................................. 7
4 Introduction................................................................................. 8
4. Using This Manual ............................................................................... 8
4.2 Absolute Rotary Encoders .................................................................. 8
4.3 Communication via EtherCAT ............................................................. 8
4.3. General Information on Communication via therCAT........................ 8
4.3.2 Project Planning Using Device Description ........................................ 9
5 Installation.................................................................................
5. Electrical Connection ........................................................................
5.2 LED Indicators....................................................................................
5.3 Instructions for Mechanical and Electrical Installation.................. 2
6 Data Model for the Device Configuration ............................... 4
6. Communication objects according to communication profile
DS-30 ................................................................................................. 4
6. . Object 1000h: Device type............................................................... 14
6. .2 Object 1001h: rror register............................................................. 14
6. .3 Object 1008h: Manufacturer device name ....................................... 14
6. .4 Object 1009h: Hardware version...................................................... 15
6. .5 Object 100Ah: Software version....................................................... 15
6. .6 Object 1010h: Store application parameters .................................... 15
6. .7 Object 1011h: Restore application parameters ................................ 15

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6.2 Communication objects according to device profile DS-406......... 5
6.2. Object 6000h: Operating parameters ...............................................16
6.2.2 Object 6001h: Measuring units per revolution .................................. 17
6.2.3 Object 6002h: Total measuring range in measuring units ................. 17
6.2.4 Object 6003h: Preset value ..............................................................17
6.2.5 Object 6004h: Position value ............................................................18
6.2.6 Object 6500h: Operating status........................................................18
6.2.7 Object 6501h: Singleturn resolution .................................................18
6.2.8 Object 6502h: Number of distinguishable revolutions ......................18
6.2.9 Object 6507h: Profile and software version ...................................... 18
6.2. 0 Object 6509h: Offset value ............................................................... 19
7 Configuring the Rotary Encoder Using TwinCAT .................. 20
7. Introduction.........................................................................................20
7.2 Configuration with TwinCAT 3 ...........................................................20

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Introduction
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1 Introduction
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.
Symbols used
The following symbols are used in this manual:
Handling instructions
You will find handling instructions beside this symbol
Contact
If you have any questions about the device, its functions, or accessories, please contact us at:
Pepperl+Fuchs GmbH
Lilienthalstraße 200
68307 Mannheim, Germany
Telephone: [phone]
Fax: [phone]
mail: [e-mail]
Note!
This symbol draws your attention to important information.

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Declaration of Conformity
2 Declaration of Conformity
2.1 C Conformity
This product was developed and manufactured under observance of the applicable uropean
standards and guidelines.
Note!
A declaration of conformity can be requested from the manufacturer.

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Safety
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3 Safety
3.1 Symbols Relevant to Safety
3.2 Intended Use
Absolute rotary encoders detect the rotation angle—and, in the case of a multiturn absolute
rotary encoder, the revolutions of the rotary encoder shaft—with high precision and resolution.
The absolute position value derived from this is provided by the rotary encoder via the
therCAT interface in accordance with the therCAT communication profile CiA DS-301 and
device profile CiA DS-406. The rotary encoder is to be integrated into an therCat network and
should be used only in this way. Typical applications include positioning tasks and length
measurement, for example, for cranes, construction machinery, elevators, and packaging
machines.
Read through these instructions thoroughly. Familiarize yourself with the device before
installing, mounting, or operating.
Always operate the device as described in these instructions to ensure that the device and
connected systems function correctly. The protection of operating personnel and plant is only
guaranteed if the device is operated in accordance with its intended use.
3.3 General Safety Instructions
Responsibility for planning, assembly, commissioning, operation, maintenance, and
dismounting lies with the plant operator.
Installation and commissioning of all devices may only be performed by trained and qualified
personnel.
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.
Danger!
This symbol indicates an imminent danger.
Non-observance will result in personal injury or death.
Warning!
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 the device and any connected systems and plants, or result in
their complete failure.
Note!
Disposal
lectronic waste is hazardous waste. When disposing of the equipment, observe the current
statutory requirements in the respective country of use, as well as local regulations.

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Introduction
4 Introduction
4.1 Using This Manual
This manual describes how Pepperl+Fuchs absolute rotary encoders equipped with a
therCAT interface are integrated into a therCAT network.
The manual is valid for the following types of absolute rotary encoder:
■ S*58-... C...
■ V*58-... C...
■ NA58IL-...B21...
The descriptions for the following topic areas cover all the important aspects for a simple
therCAT integration:
■ Integration into the therCAT interface
■ Configuration with TwinCAT
■ Activating therCAT communication
4.2 Absolute Rotary ncoders
Absolute rotary encoders output a uniquely coded numerical value at each shaft position.
Depending on the design type, the measured value is recorded via the optical scanning of a
transparent code disc ( S*58... C..., V*58-.... C...) or via a magnetic sensing principle
( NA5 8IL...).
The maximum steps per revolution is 65,536 steps (16 bits). The multiturn version can detect
up to 16,384 revolutions (14 bits). As such, the highest possible resolution is 30 bits.
4.3 Communication via therCAT
4.3.1 General Information on Communication via therCAT
therCAT® ( thernet for Control Automation Technology) is a standardized, open fieldbus that
enables data exchange between PLCs, PCs, operating and observation devices, and also
sensors and actuators.
therCAT is suitable for both central and decentralized system architecture. It supports
master/slave, master/master, and slave/slave communication as well as the integration of
lower-level fieldbuses. With the " therCAT Automation Protocol", it also covers the factory level
and uses the existing infrastructure for this.
therCAT is an optimized industrial thernet technology and uses standard messages and
physical layers from the thernet standard I 802.3. The therCAT processes the messages
in an optimized way, resulting in quicker communication among the nodes and with the master.
Therefore, therCAT enables quicker reaction times compared to standard thernet.
therCAT also supports the Internet technologies. The " thernet-over- therCAT protocol"
transports FTP, HTTP, TCP/IP, and Co. without risking the real-time capability of the system.
Note!
More information on technical data, mechanical data, connection layouts, and available
connection lines for the relevant absolute rotary encoder types " S*58-... C...", " V*58-
... C...", and " NA58IL-... therCAT" (B21) can be found in the corresponding datasheet.
Note!
The therCAT Technology Group ( TG) publishes various information brochures and an
therCAT product catalog (http://www.ethercat.org).

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Introduction
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Ease of handling
therCAT is easy to use in comparison to classic fieldbus systems. Address assignment is
carried out automatically. Network tuning is not required. Built-in diagnostics with error
localization make the detection of errors very easy. Similarly, no switch configuration or
complex processing of MAC or IP addresses is needed as in the case of industrial thernet.
Functional principle and performance
therCAT's basic operating principle lies in the way that the participants (network node)
process the messages. The message sent from the therCAT master passes through each
participant. Generally, one message is sufficient to transmit the output information of the master
(e.g., SPS) to all participants and to import the input information to all participants with the
same message. ach network node reads the data intended for it from the message and adds
its data. This is done "on the fly", meaning that a message is practically only delayed by the
hardware lead times of a participant. This unique way to process the messages, makes
therCAT the fastest industrial thernet technology. No other technology can reduce
bandwidth usage or surpass the equivalent performance of therCAT. There is no need for
network switches and hubs.
Topology
An therCAT network can support up to 65,535 participants without restrictions in the network
topology. Line, Bus, tree, or star topology as well as combinations thereof are equally possible.
An additional thernet port in the master and an additional cable from the last participant to this
port extend the lines to a ring topology. With therCAT, cable redundancy is made possible
with simple measures. A software extension in the master stack is used for detection if
redundancy occurs.
Ease of handling
therCAT is easy to use in comparison to classic fieldbus systems. Address assignment is
carried out automatically. Network tuning is not required. Built-in diagnostics with error
localization make the detection of errors very easy. Similarly, no switch configuration or
complex processing of MAC or IP addresses is needed as in the case of industrial thernet.
Cabling and flexible connection/disconnection of participants
Due to the quick thernet physics, the distance between 2 participants can be up to 100 m
when using industrial thernet cable. Greater distances are possible with the use of fiber optic
cables.
For example, modular machines or tool changers require the option to connect or disconnect
individual participants or network segments during operation. For this, therCAT has additional
functions, which can achieve further topology flexibility, such as the exchange (hot swap) or the
connection (hot connect) of participants during operation.
Absolute rotary encoder and EtherCAT
The therCAT application layer communication protocol is based on the CANOpen
communication profile according to CiA DS-301 and is called "CANOpen over therCAT" or
shortened to "Co ." This protocol allows the use of the device profile DS 406 for the absolute
rotary encoder.

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Introduction
4.3.2 Project Planning Using Device Description
You can carry out the project planning of the absolute rotary encoder using the TwinCAT
therCAT master/system manager. The properties of the absolute rotary encoder are
described in a device description file, the SI file ( therCAT Slave Information), based on XML.
You must integrate the appropriate SI file in the project planning tool.
Downloading the ESI File
You can find the relevant SI file in the Software section of the product detail page for the
device.
To access the product detail page for the device, go to http://www.pepperl-fuchs.com and type
e.g., the product description or the item number into the search function.

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Installation
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5 Installation
5.1 lectrical Connection
The absolute rotary encoder is connected to the field environment via the "Power" connector
along with " CAT in" and " CAT out" for the therCAT connection.
Connector and pin assignment
Connection
Power
Connector plug, M12 x 1, 4-pin, A-
coded
CAT in, CAT out
Connector socket, M12 x 1, 4-pin, D-
coded
1 Operating voltage +U
B
Tx +
2 - Rx +
3 0 V Tx-
4 - Rx -
1
3
4
2
1
3
42

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Installation
5.2 L D Indicators
The absolute rotary encoder features 4 L D indicators for displaying the operating status and
diagnosis information in the case of a fault.
The L Ds indicate the following behavior, depending on their function:
■ On
■ Off
■ Flashing
Figure 5.1 L D indicator with NA58IL-R*** therCAT as an example
Port LEDs
EtherCAT LEDs
L D Color Status Description
L/A
(Link/Act IN)
Green On LINK active for HUB port 1
Flashes Activity for HUB port 1
L/A
(Link/Act
OUT)
Green On LINK active for HUB port 2
Flashes Activity for HUB port 2
L D Color Status Description
rror Red Off No error
Flashes Invalid configuration
Single flash Local fault
Double flash Watchdog process data timeout/watchdog
therCAT timeout
Flickers Boot error
On Application error
Run Green Off Initialization
Flashes Preoperational
Single flash Safe operational
Flickers Initialization or bootstrap
On Operational

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Installation
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5.3 Instructions for Mechanical and lectrical Installation
Please observe the following instructions to ensure safe operation of the absolute rotary
encoder:
Note!
More installation-relevant information on technical data, mechanical data, and available
connection lines for the relevant absolute rotary encoder types " S*58-... C...", "and " V*58-
... C..." as well as " NA58IL-...B21..." ( therCAT) can be found in the corresponding
datasheet.
Warning!
Work must only be performed by trained and qualified personnel!
Commissioning and operation of this electrical equipment must only be performed by trained
and qualified personnel. This means individuals who are qualified to commission (in
accordance with safety technology), connect to ground, and label devices, systems, and
circuits.
Warning!
Only perform work when the system is in a de-energized state!
De-energize your device before performing work on the electrical connections. Short circuits,
voltage peaks, and similar events can lead to faults and undefined statuses. This presents a
significant risk of personal injury and property damage.
Warning!
Check electrical connections before switching on the system!
Check all electrical connections before switching on the system. Incorrect connections present
a significant risk of personal injury and property damage. Incorrect connections can lead to
malfunctions.
Caution!
Do not remove the rotary encoder housing!
Do not remove the rotary encoder housing under any circumstances, as damage and
contamination can occur as a result of taking improper action. It is, however, permitted to
remove connector covers.
Caution!
Do not perform any electrical modifications!
It is not permitted to perform electrical modifications on the rotary encoders. If you open or
modify the device yourself, not only are you endangering yourself and others, but you will also
void any warranty and absolve the manufacturer of any liability.
Caution!
nsure that the data cable and power supply cable are physically separate!
Route the cordset of the rotary encoder so that it is a suitable distance away from power supply
cables to avoid faults. Shielded cables must be used to ensure reliable data transfer. A perfect
ground connection must also be ensured.

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Installation
Do not allow the rotary encoder to fall or expose it to strong vibrations. The rotary encoder is a
precision instrument.
Rotary encoders from Pepperl+Fuchs are robust; however, they should nevertheless be protected
against damage from the environment by taking appropriate protective measures. In particular, the
devices must not be installed in a location where they could be misused as a handle or climbing aid.
Do not make any alterations to the drive shaft or the housing of the rotary encoder.
Note!
The drive shaft on the rotary encoder must be connected to the drive shaft on the part to be
measured via a suitable coupling. The coupling is required to protect the drive shaft on the
rotary encoder against excessive levels of force, to compensate for shaft offset, and to reduce
the impact of vibrations. Suitable couplings are available as accessories from Pepperl+Fuchs.

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Data Model for the Device Configuration
6 Data Model for the Device Configuration
6.1 Communication objects according to communication profile DS-301
The therCAT application layer communication protocol is based on the CANOpen
communication profile according to CiA DS-301 and is called "CANOpen over therCAT", or
"Co " for short.
This communication protocol specifies the object directory as well as the communication
objects for the exchange of process data and acyclic messages. The communication objects
described below are supported by the rotary encoder.
6.1.1 Object 1000h: Device type
This object specifies which device type it relates to. The absolute rotary encoders are available
in the variants singleturn absolute rotary encoder or multiturn absolute rotary encoder.
6.1.2 Object 1001h: rror register
This object specifies which device type it relates to. The absolute rotary encoders are available
in the variants singleturn absolute rotary encoder or multiturn absolute rotary encoder.
Object Description Data type Access
1000h Device type Unsigned 32 r
1001h rror register Unsigned 8 r
1008h Manufacturer device
name
String r
1009h Hardware version String r
100Ah Software version String r
1010h Store application
parameter
Unsigned 32 r/w
1011h Restore application
parameter
Unsigned 32 r/w
1018h Identity Object Record r
Subindex Description Data type Default Access
0h Device type Unsigned 32 ■ For
singleturn:
0001 0196h
■ For multiturn:
0002 0196h
r
Subindex Description Data type Default Access
0h rror register Unsigned 8 0h r

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Data Model for the Device Configuration
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6.1.3 Object 1008h: Manufacturer device name
This object specifies the manufacturer-specific device name for the therCAT absolute rotary
encoder.
6.1.4 Object 1009h: Hardware version
This object specifies the status of the hardware version of the absolute rotary encoder.
6.1.5 Object 100Ah: Software version
This object specifies the status of the software version of the absolute rotary encoder.
6.1.6 Object 1010h: Store application parameters
This object causes the storage of all parameters in the non-volatile memory.
6.1.7 Object 1011h: Restore application parameters
This object causes the parameter 6000 ... 6003 to be overwritten by the factory default values
and to be stored in non-volatile memory.
Subindex Description Data type Default Access
0h Manufacturer
device name
String P+F therCAT r
Subindex Description Data type Default Access
0h Hardware version String x.y (depending
on the current
version)
r
Subindex Description Data type Default Access
0h
Software version
String x.y (depending
on the current
version)
r
Subindex Description Data type Default Access
0h Save all
parameters
Unsigned 32 65766173h r/w
Subindex Description Data type Default Access
0h 6000 ... 6003,
overwrite with
factory default
values
Unsigned 32 64616F6Ch r/w

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Data Model for the Device Configuration
6.2 Communication objects according to device profile DS-406
With the protocol "CANOpen over therCAT (Co )," therCAT enables the use of the entire
CANOpen profile family. CANOpen describes the properties of devices in the device profiles.
The supported parameters according to device profile DS 406 for rotary encoders are
described below.
6.2.1 Object 6000h: Operating parameters
This object shows the functions for the code sequence, the commissioning of the diagnostic
control, and the control panel for the scaling function.
Code sequence
The code sequence determines whether rising or falling position values are output when the
encoder shaft rotates clockwise or counterclockwise as viewed from the perspective of the
shaft.
Controlling the scaling function
The scaling function converts the encoder number value in software to change the physical
resolution of the encoder. The units per revolution (object 6001h) and the total measuring
range in units (object 6002h) are the scaling parameters. The bit of the scaling function is set in
the operating parameters. If the bit of the scaling function is set to zero, the scaling function is
deactivated.
Object Description Data type Access
6000h Operating parameters Unsigned 16 r/w
6001h Measuring units per
revolution
Unsigned 32 r/w
6002h Total measuring range
in measuring units
Unsigned 32 r/w
6003h Preset value Unsigned 32 r/w
6004h Position value Unsigned 32 r/w
6500h Operating status Unsigned 16 r
6501h Singleturn resolution Unsigned 32 r
6502h Number of
distinguishable
revolutions
Unsigned 32 r
6507h Profile and software
version
Unsigned 32 r
6509h Offset value Unsigned 32 r
Subindex Description Data type Default Access
0h Operating
parameters
Unsigned 16 4h r/w
Note!
To save all parameters in the non-volatile memory, you must transmit object 1010h to the
absolute rotary encoder. See Chapter "Communication objects according to communication
profile DS-301," object 1010h: store application parameters.

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Data Model for the Device Configuration
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Bit structure of operating parameters
6.2.2 Object 6001h: Measuring units per revolution
This object specifies the number of desired measuring steps per revolution. The value that is
written in object 6001h must be smaller than the value defined in object 6501h.
6.2.3 Object 6002h: Total measuring range in measuring units
This object specifies the number of distinguishable measuring steps across the entire
measuring range.
The value written in object 6002h may not exceed the value of object 6501h multiplied by the
value of object 6502h.
Object 6002h <= Object 6501h * Object 6502h
Bit 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0
Use MS MS MS MS R R R R R R R R MD SFC CD CS
MS Manufacturer-specific function (not available)
RReserved for future applications
MD Measuring direction (not available)
SFC Scaling function (0 = enable, 1 = disable)
CD Commissioning diagnostics control (not available)
CS Code sequence (0 = clockwise, 1 = counterclockwise)
Subindex Description Data type Default Access
0h Measuring steps
per revolution
Unsigned 32 See nameplate r/w
Note!
The SI file contains a default value of 2000h for the object. You must adapt this value to the
specific rotary encoder value using the project tool. The correct value for the absolute rotary
encoder is taken from the nameplate of the encoder in conjunction with the type code in the
datasheet.
Use object 1010h to save the parameters in the non-volatile memory.
Subindex Description Data type Default Access
0h Absolute number
of measuring
steps
Unsigned 32 See nameplate r/w

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Data Model for the Device Configuration
6.2.4 Object 6003h: Preset value
This object specifies the preset value for the output position value. You can assign a desired
output value to a rotary encoder position using the preset value.
6.2.5 Object 6004h: Position value
This object contains the process value of the absolute rotary encoder.
r-map (read only MAPable): Parameter can be queried by PDO.
6.2.6 Object 6500h: Operating status
This object provides information on the operating status of the absolute rotary encoder. It
contains information about internally programmed parameters.
Note!
The SI file contains a default value of 1000h for the object. You must adapt this value to the
specific rotary encoder value using the project tool.
To do so, observe the information on the nameplate of the rotary encoder and the type code in
the corresponding datasheet. Use object 1010h to save the parameters in the non-volatile
memory.
Note!
Important application note
Dividing the "Total resolution" (as a decimal number) by "Measuring steps per revolution" must
result in an integer.
The total resolution must also fit into an integer multiple of 4096 for a rotary encoder with 12 bits
per revolution. This means that 100 or 325 revolutions, for example, could result in faults.
Therefore, the following equation must be observed:
(4096 x measuring steps per revolution)/total resolution = integer value
Subindex Description Data type Default Access
0h Preset value Unsigned 32 - r/w
Note!
After setting the preset value, you must still store this in the non-volatile memory via object
1010h, otherwise it will no longer be present after the rotary encoder is turned off.
Subindex Description Data type Default Access
0h Process value Unsigned 32 r-map
Subindex Description Data type Default Access
0h Operational
status
Unsigned 16 4h r

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Data Model for the Device Configuration
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6.2.7 Object 6501h: Singleturn resolution
This object specifies the maximum possible number of measuring steps per revolution. The
value that is written in object 6001h must be smaller than or equal to the value defined in object
6501h.
6.2.8 Object 6502h: Number of distinguishable revolutions
This object contains the maximum possible number of revolutions. The value written in object
6002h may not exceed the value of object 6501h multiplied by the value of object 6502h.
Object 6002h <= Object 6501h * Object 6502h
6.2.9 Object 6507h: Profile and software version
This object contains information about the implemented rotary encoder device profile and the
software version.
The value is divided into one part for the device profile version and one part for the software
version. ach of these areas is again divided into a higher and a lower version.
6.2.10 Object 6509h: Offset value
This object contains the offset value. It is calculated from the difference between the physical
value and the displayed process value. The calculation is affected by the preset function.
Subindex Description Data type Default Access
0h Singleturn
resolution
Unsigned 32 See nameplate r
Subindex Description Data type Default Access
0h Number of
revolutions
Unsigned 32 See nameplate r
Subindex Description Data type Default Access
0h Device profile
and software
version
Unsigned 32 xxyy0302h r
MSB LSB
Software version xx.yy Device profile version 3.2
Higher version part Lower version part Higher version part Lower version part
xx yy 03h 02h
Subindex Description Data type Default Access
0h Offset value Integer 32 - r