Zeiss Smartzoom 5 User manual

Quick Guide
ZEISS Smartzoom 5
Referencing Application

ZEISS Smartzoom 5
Original Manual
Carl Zeiss Microscopy GmbH
Carl-Zeiss-Promenade 10
07745 Jena
Germany
[email protected]
www.zeiss.com/microscopy
Carl Zeiss Microscopy GmbH
Carl-Zeiss-Promenade 10
07745 Jena
Germany
Document Name: ZEISS Smartzoom 5 Quick Guide
Revision: 1
Language: en-US
Effective from: 11/2020
© 2020 Without the prior written consent of ZEISS, this document or any part of it must neither be translated nor reproduced or
transmitted in any form or by any means - including electronic or mechanic methods, by photocopying, recording or by any in-
formation or filing system. The right to make backup-copies for archiving purposes shall remain unaffected thereby. Any viola-
tions may be prosecuted as copyright infringements.
The use of general descriptive names, registered names, trademarks, etc. in this document does not imply that such names are
exempt from the relevant intellectual property laws and regulations and therefore free for general use. This shall also apply if
this is not specifically referred to. Software programs shall entirely remain the property of ZEISS. No program or subsequent up-
grade thereof may be disclosed to any third party, copied or reproduced in any other form without the prior written consent of
ZEISS, even if these copies or reproductions are destined for internal use at the customer's only, the only exception being one
single back-up copy for archiving purposes.
ZEISS reserves the right to make modifications to this document without notice.

 Content ZEISS
Content
1 Introduction .................................................................................. 4
1.1 Preparing Referencing ................................................................................ 4
2 User Interface................................................................................ 5
3 Referencing Tasks ......................................................................... 6
3.1 Stage (Angle-Stops).................................................................................... 6
3.2 Focus Position ............................................................................................ 8
3.3 Objective.................................................................................................... 10
3.4 Tilting Accelerometer ................................................................................. 11
3.5 Ov. Image Dist. Corr................................................................................... 12
3.6 Tilting Pivot Point ....................................................................................... 14
3.7 Image Alignment........................................................................................ 18
3.8 Stitching Referencing ................................................................................. 21
3.9 3D Referencing .......................................................................................... 22
4 Troubleshooting ............................................................................ 26
4.1 Angle stops not found................................................................................ 26
4.2 Overview distortion correction: Upright position......................................... 27
4.3 Stage does not move to the displayed position........................................... 28
4.4 Stitching Referencing: Referencing Object not found.................................. 28
4.5 Best Practice: Image Alignment .................................................................. 28
4.6 Wrong error message after PC upgrade...................................................... 32
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 3

1 Introduction | 1.1 Preparing Referencing ZEISS
1 Introduction
The Smartzoom Referencing Application is used for improving the system accuracy and find-
ing the best settings for all components that are used. We recommend to perform the full refer-
encing workflow (meaning all referencing tasks are activated) if the system was newly installed.
If you update or change components we recommend to perform the full referencing workflow
again. As you have to change objectives and tilt the stand, read the Smartzoom 5 Instruction
manual, where these procedures are described in detail.
In case of mounting or dismounting the Transmittel Light Unit (TLU) repeat the referencing
tasks Ov. Image Dist. Corr. [ } 12] and Image Alignment [ } 18].
1.1 Preparing Referencing
To prepare the Smartzoom 5 system for referencing the following steps are required:
1. Switch on the microscope.
àMake sure that the stage is empty and has a clean surface.
2. Switch on the computer.
àAfter startup of the computer, wait for at least two minutes.
3. Start the Smartzoom Referencing application.
àWhile the software starts, the hardware is initialized. When the hardware was initialized
successfully you can start the referencing tasks.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 4

2 User Interface ZEISS
2 User Interface
1
2
3 4
Fig.1: Smartzoom Referencing Application User interface
1Status / Progress Area
Shows information on the system status, e.g. Software version or status of referencing.
2Referencing Tasks Area
Here you can activate/deactivate the referencing tasks which should be performed. By
clicking on the Start referencing button all activated referencing tasks will be per-
formed one after another.
3Preview Area
Shows the live image from the microscope camera. You will see the referencing proce-
dure of each step in here. Additionally, after starting a referencing task, you will see the
Referencing Wizard in a small dialog window in the upper right corner.
4Referencing Wizard
With the help of this wizard, you are able to control the referencing procedure of each
referencing step, e.g. Start/ Stop/ Continue buttons for controlling the referencing task.
The wizard contains instructions which will guide you through each step during a refer-
encing task. The instructions are shown in the blue box in the middle of the wizard win-
dow.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 5

3 Referencing Tasks | 3.1 Stage (Angle-Stops) ZEISS
3 Referencing Tasks
This chapter describes how to perform the referencing tasks available. We recommend to perform
the full referencing workflow (meaning all referencing tasks are activated) if the system was newly
installed. The entire workflow will take about 60 minutes with all objectives. When you exchange
a component (e.g. the optical engine) we recommend to perform the full referencing workflow
again.
3.1 Stage (Angle-Stops)
This referencing task will find the best settings for the microscope stage. Therefore the angle-
stops of the stage insert plate must be facing up. As you have to mount an objective, please read
the Smartzoom 5 instruction manual, where this procedure is described in detail. Note that you
should always start referencing with having mounted the objective with the highest magnification
(this depends on which objective you have bought).
1. Mount the objective with the highest magnification (e.g. 10.0x objective). Ensure that the
stage is empty and that the stand is in upright position. The angle-stops of the stage insert
plate must be facing up.
2. Click on the Start referencing button in the Referencing Tasks Area.
àThe Referencing Wizard will appear in the preview area.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 6

3 Referencing Tasks | 3.1 Stage (Angle-Stops) ZEISS
3. Click on the Start button within the wizard.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 7

3 Referencing Tasks | 3.2 Focus Position ZEISS
àNow the stage referencing will be performed automatically. You will see the stage mov-
ing to the referencing points one after another. The actual point is marked green.
After the Stage referencing (Angle-Stops) the wizard will continue with the next activated step.
3.2 Focus Position
This referencing task will find the best settings for the Z-axis / Focus Position.
1. Mount the 1.6x objective.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 8

3 Referencing Tasks | 3.2 Focus Position ZEISS
àEnsure that the stage is empty and that the stand is in upright position. The angle-stops
of the stage insert plate must be facing up.
2. Click on the Start button.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 9

3 Referencing Tasks | 3.3 Objective ZEISS
àReferencing of Z-axis is performed.
After the Z-axis referencing the wizard will continue with the next activated step.
3.3 Objective
This referencing task will find the best settings for the current used objective. We highly recom-
mend to perform referencing for each new objective that you use. Note that we will not describe
the referencing of the other objectives available as the procedure is exactly the same like de-
scribed for this objective.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 10

3 Referencing Tasks | 3.4 Tilting Accelerometer ZEISS
1. Click on the Start button.
àLens referencing is performed.
After the referencing of the objective the wizard will continue with the next activated step.
3.4 Tilting Accelerometer
This referencing task will find the best settings for the accelerometer.
1. Ensure that the stand is in upright position.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 11

3 Referencing Tasks | 3.5 Ov. Image Dist. Corr. ZEISS
2. Click on the Start button.
The referencing of the accelerometer is performed. The wizard continues with the referencing of
the pivot point now.
3.5 Ov. Image Dist. Corr.
This referencing task (in full: Overview Image Distortion Correction) will find the best settings to
prevent image distortion. Therefore an DIN A4 print out of the chessboard alignment sheet is re-
quired.
1. Place the chessboard paper on your stage and align the paper with the top-right corner of
the stage. Please notice that for this task the angle-stops of the stage insert plate must be
facing down.
2. Ensure that the stand is in upright position.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 12

3 Referencing Tasks | 3.5 Ov. Image Dist. Corr. ZEISS
3. Click on the Start button.
àNow you should see the full overview image of the stage.
4. Drag the white frame to approx. fit the outlines of the chessboard paper (see screenshot)
and accept by clicking the left mouse key. Note that this step must be performed twice: For
the Overview Video Mode and for the Overview Still Image.
àThe image distortion will be calculated now.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 13

3 Referencing Tasks | 3.6 Tilting Pivot Point ZEISS
5. Move the 2 handles to crop the overview image. Adjust the 2 handle positions that they are
within the grey rectangle at the chessboard paper.
6. Click on the Continue button.
àThe image distortion correction was finished successfully.
7. Click on the Continue button.
After the image distortion correction the wizard will continue with the next activated step.
3.6 Tilting Pivot Point
This referencing task will find the best settings for the pivot point. Therefore an alignment sheet is
required. Either the rear side of the new alignment sheet (2294-728) or the front side (chess-
board) of the old alignment sheet (2115-856). As you have to tilt the stand, please read the
Smartzoom 5 instruction manual, where this procedure is described in detail.
1. Ensure that the stand is in upright position. Please notice that for this task the angle-stops
of the stage insert plate must be facing down.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 14

3 Referencing Tasks | 3.6 Tilting Pivot Point ZEISS
2. Follow the hints in the blue window. If the window shows “Mount the objective with
the highest magnification, but not necessarily the 10x” use the 5.0x or 1.6x if possi-
ble.
With 5.0x objective selected:
With no objective selected:
3. Place the new alignment sheet (2294-728, rear) or old alignment sheet (2115-856, chess-
board, front) on the stage and align the paper with the top-right corner of the stage.
4. Click on the Start button.
àThe stage moves to the center of the alignment sheet.
5. Check if the image is in focus. If not click on the AF button.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 15

3 Referencing Tasks | 3.6 Tilting Pivot Point ZEISS
6. Move the live image by using the mouse to center the reference object (one of the four cor-
ners of the cross target, new alignment sheet 2294-728, or center of the chessboard paper,
old alignment sheet 2115-856) on the crosshair. Alternatively, a clearly visible position can
be taken.
7. Click on the Continue button.
8. Now you have to manually tilt the stand for approximately 45 degree.
9. Drag the reference object you have chosen in step 6 to the center of the crosshair with the
mouse and focus again.
10. Click on the Continue button.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 16

3 Referencing Tasks | 3.6 Tilting Pivot Point ZEISS
11. Tilt the stand to upright position.
12. Check if the image is in focus. If not click AF button.
13. Drag the reference object you have chosen in step 6 to the center of the crosshair with the
mouse and focus again.
14. Click on the Continue button.
15. Tilt the stand to approximately 45 degree.
16. Check if the image is in focus. If not click AF button.
17. Drag the reference object you have chosen in step 6 to the center of the crosshair with the
mouse and focus again.
18. Click on the Continue button.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 17

3 Referencing Tasks | 3.7 Image Alignment ZEISS
19. Tilt the stand upright again.
After the referencing of the pivot point the wizard will continue with the next activated step.
3.7 Image Alignment
This referencing task will perform image alignment. Therefore a DIN A4 print out of the coordi-
nate system alignment sheet is required.
1. Place the alignment paper (rear) on the stage. Notice that for this tasks the angle-stops of
the stage insert plate must be facing down.
2. Mount the displayed objective. If the window shows “Mount the objective with the
highest magnification, but not necessarily the 10x” use the 5,0x or 1,6x, if possible.
Ensure that the stand is in upright position.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 18

3 Referencing Tasks | 3.7 Image Alignment ZEISS
3. Click on the Start button.
4. Mark the three reference points on the paper by moving each crosshair to the correspond-
ing position.
5. Click on the Continue button.
àThe stage will move to the first position and the focus will zoom in to the first reference
point. Check if the image is in focus. If not click AF button.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 19

3 Referencing Tasks | 3.7 Image Alignment ZEISS
6. Move the center of position 1 to the center of the crosshair by dragging the image with the
mouse.
7. Click on the Continue button.
àThe stage moves to the second reference point. Again, check if the image is in focus. If
not click AF button.
8. Move the center of position 2 to the center of the crosshair by dragging the image with the
mouse.
9. Click on the Continue button.
àThe stage moves to the third reference point. Check if the image is in focus. If not click
AF button.
Quick Guide ZEISS Smartzoom 5 | en-US | Rev.1 20