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Encoder Fault Diagnosis and Prevention Checklist (Including On-site Inspection List)

Author:珠海得尔堡科技有限公司 Click: Time:2026-05-20 17:19:04

                                                                      Encoder Fault Diagnosis and Prevention Checklist (Including On-site Inspection List)

The core of diagnosing encoder faults is to follow the principle of 'from outside to inside, from simple to complex', and gradually identify the problem through the sequence of alarm/phenomenon → appearance/wiring → power supply/multimeter → oscilloscope → software → replacement method, distinguishing between issues related to wiring, interference, mechanics, the encoder itself, and the upper computer.

I. Common Fault Phenomena (Quick Reference)

  • No signal / No counting: No pulses from the PLC/driver, position not updated, and power-on alarm indicating 'disconnection/communication failure'.
  • Inaccurate counting / Position drift: Large position deviation, poor repeatability, speed fluctuation, and pulse loss.
  • Intermittent failure / Jitter: Signal intermittent, random jumps, normal operation at low speed but abnormal at high speed.
  • Absolute encoder: Zero point loss upon power-on, multi-turn data loss, and low battery alarm.

II. Five-Step Diagnosis Process (Practical Operation)

1) Appearance and Mechanical Inspection (Power Off)

  • Cable: Damaged insulation, crushing, bending, or tension; Connector: Looseness, pin detachment, or oxidation.
  • Mechanics: Loose encoder mounting, coaxiality deviation (≤0.1mm), bushing wear, or coupling slippage.
  • Environment: Oil contamination, dust, water ingress, or high temperature (contaminated light-transmitting hole of the photoelectric encoder).

2) Power Supply and Wiring Detection (Multimeter)

  • Power supply: Measure the power supply terminal at DC 5V/24V with an error ≤±5%; Reverse connection, undervoltage, or overvoltage will definitely damage the encoder.
  • Continuity: When power is off, measure A/B/Z, A-/B-/Z- against ground/power supply to ensure no short circuit or open circuit.
  • Static level: When powered on and not rotating, the A/B phases should be at stable high/low levels (e.g., 5V/0V).
  • Dynamic signal: Manually rotate the shaft slowly; the A/B phase voltage should change regularly, and the Z phase should generate one narrow pulse per revolution.

3) Oscilloscope Waveform Judgment (Core)

  • Normal condition for incremental encoders: A/B phases are orthogonal square waves (90°) with stable amplitude and steep edges; the Z phase has one clean pulse per revolution.
  • Abnormality judgment:
    • No waveform: Broken wiring, faulty power supply, or damaged optocoupler/code disc in the encoder.
    • Waveform distortion/glitches: Electromagnetic interference (power lines in the same conduit, no shielding, or poor grounding).
    • Phase disorder/jumps: Mechanical looseness, code disc eccentricity, or bearing damage.
    • Missing/multiple Z-phase pulses: Zero position damage or contaminated code disc.

4) Software and Upper Computer Diagnosis

  • Incremental type: Monitor the pulse count on the PLC/driver; when rotating at a constant speed, the pulses should increase/decrease continuously and linearly.
  • Absolute type: Read the absolute position via the driver/software; when manually rotating the shaft, the value shouldchange smoothly without jumps or jams.
  • Alarm analysis: ' Disconnection/communication error/verification error' → wiring/interference issues; ' Position error/speed abnormality' → encoder/mechanical issues.

5) Replacement Method (Final Confirmation)

  • Replace with an encoder of the same model: If the system returns to normal → the original encoder is faulty; if the fault persists → cable/driver/mechanical issues.
  • Swap cables/channels: If the fault moves with the cable → the cable is faulty; if the fault remains on the same channel → the driver port is faulty.

III. Typical Fault Quick Judgment Table

Phenomenon
Most Likely Cause
Quick Judgment
No pulse, disconnection alarm
Broken wiring / Faulty power supply / Faulty encoder
Multimeter continuity test + power supply check
Inaccurate counting, position drift
Interference / Poor coaxiality / Contaminated code disc
Oscilloscope waveform check + mechanical inspection
Intermittent failure, jitter
Loose connector / Interference / Mechanical looseness
Shake the cable + observe waveform
Absolute encoder zero point loss
Dead battery / Multi-turn fault
Battery voltage reading + position monitoring


IV. Key Distinction: Interference vs. Encoder Damage

  • Interference: Waveform glitches/distortion, fault is random, and improvement is observed after moving away from the interference source, adding a magnetic ring, or improving grounding.
  • Encoder damage: No waveform, fixed distortion, or permanent phase disorder; the fault persists after eliminating wiring/power supply issues, and the system returns to normal after encoder replacement.


V. Prevention Points

  • Use shielded twisted-pair cables with single-ended grounding, and keep them away from power lines;
  • Ensure a coaxiality of ≤0.1mm during installation and avoid impact;
  • Regularly clean the light-transmitting hole of the photoelectric encoder and inspect cables and connectors.


VI. On-site Inspection Checklist (Directly Practical, Including Qualification Thresholds)


Inspection Link
Inspection Item
Qualification Threshold
Inspection Tool
Abnormality Handling Tips
Appearance & Mechanics (Power Off)
Cable and Connector
No insulation damage, looseness, or oxidation
Visual inspection, manual check
Replace cable/reconnect connector
Encoder Installation
Coaxiality ≤0.1mm, no looseness
Caliper, manual check
Re-mount and adjust coaxiality
Environment and Light-transmitting Hole
No oil contamination, dust, and clean light-transmitting hole
Visual inspection
Clean light-transmitting hole and improve environment
Power Supply & Wiring (Power On/Power Off)
Power Supply Voltage
DC 5V/24V, error ≤±5%
Multimeter
Adjust power supply and check for undervoltage/overvoltage
Line Continuity
No short circuit or open circuit
Multimeter (buzzer mode)
Repair broken lines and eliminate short circuit points
Static Level (Power On, Not Rotating)
A/B phases are stable high/low levels (5V/0V)
Multimeter
Check wiring and troubleshoot power supply faults
Dynamic Signal (Manual Shaft Rotation)
A/B phase voltage changes regularly; Z phase has one pulse per revolution
Multimeter/oscilloscope
Troubleshoot mechanical jamming and the encoder itself
Oscilloscope Waveform
Incremental A/B/Z Phase Waveforms
A/B phases are orthogonal (90°) with stable amplitude and no glitches
Oscilloscope
Mitigate interference and check code disc/optocoupler
Waveform Abnormality Judgment
No fixed distortion or phase disorder
Oscilloscope
Distinguish between interference and encoder damage
Software Diagnosis
Incremental Pulse Monitoring
Pulses change continuously and linearly when rotating at constant speed
PLC/driver
Troubleshoot pulse loss and interference issues
Absolute Position Reading
Value changes smoothly without jumps when rotating the shaft
Driver/software
Check battery and the encoder itself
Replacement Method Confirmation
Replace with Same Model Encoder
Fault disappears → original encoder is faulty
Same model encoder
Replace encoder and troubleshoot other components
Swap Cables/Channels
Fault moves with cable → cable is faulty
Spare cable
Replace cable and check driver port


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