Using the Kinetix 300 Drive

Using the Kinetix 300 Drive: Hands-On Lab

Training Lab Manual

USING THE KINETIX 300 DRIVE____________________________________________________ 7 ABOUT THIS HANDS-ON LAB __________________________________________________ 7 LAB MATERIALS ___________________________________________________________ 7 DOCUMENT CONVENTIONS ____________________________________________________ 8 BEFORE YOU BEGIN ________________________________________________________ 8 LAB 1: B ASIC DRIVE CONFIGURATION (15 MINUTES) ___________________________________ 9 ABOUT THIS LAB ___________________________________________________________ 9 OPEN THE MOTIONVIEW ONBOARD SOFTWARE ___________________________________ 10 SELECT THE SERVO MOTOR _________________________________________________ 13 CHOOSE THE OPERATING MODE ______________________________________________ 14 CONFIGURE THE DRIVE INPUTS AND OUTPUTS ____________________________________ 15 AUTO TUNE THE DRIVE FOR VELOCITY MODE _____________________________________ 18 LAB 2: ANALOG VELOCITY MODE (10 MINUTES)______________________________________ 21 ABOUT THIS LAB __________________________________________________________ 21 CHANGE TO ANALOG VELOCITY MODE __________________________________________ 21 USE THE MONITOR FEATURE _________________________________________________ 23 USE THE FAULT HISTORY FEATURE ____________________________________________ 25 LAB 3: INDEXING MODE (20 MINUTES) _____________________________________________ 27 ABOUT THIS LAB __________________________________________________________ 27 AUTO TUNE THE DRIVE FOR INDEXING MODE _____________________________________ 27 CONFIGURE THE DRIVE FOR INDEXING MODE _____________________________________ 29 COMMAND THE DRIVE IN INDEXING MODE ________________________________________ 31 BLEND A SERIES OF INDEX MOVES_____________________________________________ 32

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Using the Kinetix 300 Drive

About This Hands-On Lab
The versatile Kinetix 300 drive can be used in many ways; the most simplistic of these being as a stand-alone drive. This lab shows the initial setup and configuration of the drive, as well as its use as an analog velocity drive and an indexing drive. The following sections explain what youll be doing in this lab session, and what you will need to do to complete the hands-on exercises. What You Will Accomplish In This Lab As you complete the exercises in this hands-on session, you will: Configure and tune the Kinetix 300 drive for usage Command the drive in analog velocity and indexing modes Who Should Complete This Lab This hands-on lab is intended for individuals who: Have a base knowledge of servo drive systems Would like to explore the web-based configuration software for the Kinetix 300 drive

Lab Materials
For this Hands-On lab, we have provided you with the following materials that will allow you to complete the labs in this workbook. Hardware This hands-on lab uses the following hardware: A modified Kinetix 300 drive demo unit including drive, motor and some I/O. Software This hands-on lab uses the following software: The embedded web-based configuration tool included in the drive. Internet Explorer

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Document Conventions
Throughout this workbook, we have used the following conventions to help guide you through the lab materials. This style or symbol: Words shown in bold italics (e.g., RSLogix 5000 or OK) Indicates: Any item or button that you must click on, or a menu name from which you must choose an option or command. This will be an actual name of an item that you see on your screen or in an example. An item that you must type in the specified field. This is information that you must supply based on your application (e.g., a variable). Note: When you type the text in the field, remember that you do not need to type the quotes; simply type the words that are contained within them (e.g., Controller1). The text that appears inside of this gray box is supplemental information regarding the lab materials, but not information that is required reading in order for you to complete the lab exercises. The text that follows this symbol may provide you with helpful hints that can make it easier for you to use this product. Most often, authors use this Tip Text style for important information they want their students to see. Note: If the mouse button is not specified in the text, you should click on the left mouse button.

Words shown in bold italics, enclosed in single quotes (e.g., 'Controller1')

Before You Begin

The following steps must be completed before starting the lab exercise: 1. Verify that you have an Ethernet connection between the Kinetix 300 drive and your workstation. 2. Verify that 120Vac power has been applied to the drive and that the Drive Power switch is on.

Typical Ethernet Layout (specific ports are not required)

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Lab 1: Basic Drive Configuration (15 minutes)

This section assumes that you have previously connected to the Kinetix 300 drive, which automatically installs the Java application MotionView Onboard. Note that you must have an internet connection when installing this application because the drives embedded installation tool simply points to the Java website for the complete program installation. Once installed, you no longer need an internet connection and the MotionView Onboard program will run automatically upon connecting to the drive. NOTE: The classroom workstations are not to be connected to the internet.

About This Lab

This lab allows the user to become familiar with the web-based configuration tool included in the Kinetix 300 drive. In this lab, you will: Open the drive configuration software and observe its features Restore the drive to its default settings Configure the motor and I/O Auto tune the drive for first usage Follow the steps below to complete Lab Section 1.

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Open the MotionView OnBoard Software

The embedded web-based configuration tool eliminates the need to maintain software support in the field. The current software revision is already available directly from the drive. In this section of the lab, you will simply attach to the drive using Internet Explorer software and reset the drive to its factory configuration. The Java application has been pre-installed on the workstation. 1. Follow the steps in the Before You Begin section of this document before proceeding. 2. Open Internet Explorer by double-clicking on the desktop shortcut.

3. Using the spreadsheet posted at your workstation, enter the IP Address of your Kinetix 300 drive and press Enter.

4. Select Open when the popup window appears.

5. Read the warning and answer YES, I have to the prompt.

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The MotionView OnBoard window opens.

6. To attach to your drive, click Connect.

7. Enter your IP Address from the spreadsheet again and click Connect.

TIP: You could also use the Discover option to locate drives on your subnet. The software uploads the drive information.

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8. When your software is ready, click on the root drive in the tree to see a system summary. There may several drives available, so be careful to choose your Kinetix 300 drive in the tree.

9. Reset to the drive to its default configuration by selecting Restore Defaults. Answer Yes to confirm your action.

10. Wait for the process to complete and press OK to confirm the reset. NOTE: The IP Address was not affected by the reset.

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Select the Servo Motor

If you are using one of Rockwell Automations high performance servo motors which employ the Hyperface encoder feedback, your motor selection should be automatically made. Our training units include an incremental encoder option, so you will need to manually select the motor. 11. Move to the Motor branch.

12. In the window on the right, click Change Motor.

WE NEED THE 120VAC DRIVE CONNECTED TO AN INCREMENTAL MOTOR TO COMPLETE THIS SECTION. 13. Step. 14. Step.

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Choose the Operating Mode

The Kinetix 300 drive can operate in one of several modes which were discussed in the kickoff presentation. In this section of the lab, we will leave the drive in the Auto Tune mode, which we will perform in Lab 2. 15. Move to the General branch.

You can see that the Drive Mode is currently set to Auto Tune. This is indeed the first operation that we will need to complete; however, we will need to set up a few more options in order to do so. We will keep most of these entries at their default values in order to prevent damage to the drive or motor. 16. Use the drop-down menu to view the available drive modes, but be sure to leave it set to Auto Tune.

17. Locate the Velocity Mode Acceleration section within this same window. 18. Change the Enable Accel / Decel Limits setting to Enable. Leave the limits at their default values.

We will initially be running the drive in analog velocity mode, so well use these limits to avoid step changes in the command signal (upon enabling the drive). 19. Leave all other settings in this section at their default values. NOTE: You can not change the name of the user units, only the scale.

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Configure the Drive Inputs and Outputs

The Kinetix 300 drive includes 12 digital inputs and 4 digital outputs plus a relay output. The drive also includes an analog input and an analog output. Many of these I/O points are user configurable, but some are pre-assigned. Here is a list of the pre-assigned inputs:

The pre-assigned inputs will not appear in the configuration sections below.

20. Move to the IO > Digital IO branch.

21. For now, use the drop-downs to assign the digital signals as shown. We will come back and configure more of them in the Indexing section of this lab.

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22. Next, move to the IO > Analog IO branch.

If we were using some sort of an analog meter or display, we might assign and scale the analog output to annunciate the speed of the drive. We have no display at our workstations, so well leave that one blank. We will, however, need to scale the Velocity Scale of our Analog Input in order to utilize the full scale of the motors speed range. 23. Enter 600.00 for the Analog Input (Velocity Scale) as shown. Well worry about offsets and Dead-Bands in a bit.

WHY? Because our servo motor is capable of 6000 RPM and our analog input is capable of +10 VDC. So for 6000 RPM / 10 VDC, we will need 600 RPM / Volt. 24. Move to the Limits > Velocity Limits branch. Here, well be setting the ranges for the digital outputs we configured above.

Here is an overview of how the settings affect the output signals:

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25. Set the Velocity Limits as shown below. This will make them easier to work with throughout the lab.

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Auto Tune the Drive for Velocity Mode

In this section of the lab, we will tune the velocity loop of the drive. We will be running in analog velocity mode, so we really dont care about the position loop gains. 26. Move to the Dynamics branch.

We will test the Auto Tune feature for the Kinetix 300 product. 27. Press Autotuning in the window on the right.

28. Follow the instructions in the popup window and press Start to complete the tuning procedure. Remember to tune only the Velocity loop for now.

TIP: The Enable switch is Input #3 on our drive demo unit.

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29. Accept the tuning parameters by answering Yes.

TIP: You may be tempted to grab hold of the motor shaft and feel the results of the tuning; however it will feel quite spongy. Remember, we are still in Auto Tune mode and the stiffness of the system will change when we go into our velocity mode. Dont worry! Well play with the tuning manually in the Indexing section of the lab. Your Kinetix 300 drive is now tuned for analog velocity mode and ready to run.

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Lab 2: Analog Velocity Mode (10 Minutes)

About This Lab
Now that we have configured the drives inputs and outputs and tuned it for analog velocity mode, we can begin to command it. In this lab, you will: Use the demo units I/O to command the drive in Velocity mode. Explore the content included in the softwares Monitor and Fault History features. Follow the steps below to complete Lab Section 2.

Change to Analog Velocity Mode

Although we have tuned the drive for analog velocity, the Drive Mode is still set for Auto Tune. In this section of the lab, you will change modes. WARNING: Be sure to carefully complete the following (2) steps before re-enabling the drive. 1. Turn OFF Input #3, so as to Disable the drive. The shaft should turn freely by hand. 2. Turn the ANALOG INPUT potentiometer on the drive demo unit all the way counter-clockwise until it shows 0 for its setting. This is the black dial located just below the output indicators on the drive demo unit. It may take many complete revolutions to accomplish this step. 3. Return to the General branch and use the drop-down to change the Drive Mode to Analog Velocity Input.

WARNING: You are about to command motion. 4. Turn ON Input #3, so as to Enable drive. The motor shaft may begin to rotate, even though we are technically issuing a zero speed command. Not all power supplies are created equal, so lets quickly deal with this.

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5. Return to the IO > Analog IO branch and use the Analog Input Offset button to attempt to zero out the input.

Well, it seems to work briefly, but then the motor begins to creep again. Well need to add some dead-band where the input (and associated fluctuation) is ignored. 6. Try entering a 50 mV value for the Analog Input Dead-Band as a stating place. Play around until you are satisfied. Dont go too high, or you will loose high end speed capability.

7. Slowly begin to turn the ANALOG INPUT potentiometer clockwise, increasing the motor speed. What speed is the motor currently running at? you ask. Good question; one which well address in the next section.

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Use the Monitor Feature

This tool allows you to access the most commonly needed information about the drive. There are other tools included within the software, but lets take a look at what this one provides. 8. Click on the Monitor branch and a new window should open.

The Monitor window opens:

The Monitor is showing analog values for position, velocity and current, as well as the command input. It is also providing digital values for motion status and I/O. Nice. 9. Turn the ANALOG INPUT until the Actual Velocity is about 20 Revs / Sec. Output #2 should be ON.

WHY? Because we configured it to be ON at 20 Revs / Sec with a window of 10 Revs / Sec (+/- 5) in Lab 1 above.

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10. Turn the ANALOG INPUT up and down and confirm that Output #2 turns OFF below 15 and above 25 Revs / Sec. Spend time on this point until you clearly understand the functionality. 11. Try to stop the drive by turning ON Input #1 or Input #2. These are the dedicated negative and positive hard travel limit inputs, respectively. What happens?

Nothing; the inputs are turning on, but the Hard Limit Switch feature has not been enabled. 12. Return the MotionView OnBoard window. 13. With the drive still enabled and running, leave Input #1 turned ON. 14. Move to the IO > Digital IO branch and scroll down to the Hard Limit Switches Action setting. 15. Use the drop-down to set it for Disable and Coast.

The drive immediately faults and coasts to a stop. 16. Turn OFF Input #1 (and Input #2 as well). 17. Youll need to Disable and re-Enable the drive (using Input #3) to restart the drive. Notice how the motor gently ramps up to speed using our Accel / Decel Limits.

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Use the Fault History Feature

Of course no drive software is complete without the ability to display and log faults. In our haste to get the drive running again, we forgot to look at the fault code or display to see what happened. 18. Click on the Faults branch at the bottom of the tree.

The Fault Code is displayed.

Need more information? Looking for a more complete history in order to understand what has been happening on the customers machine? 19. Click Load Faults and the fault history is displayed, complete with Device Time stamps. We will explore more of the troubleshooting tools in the final section of this lab.

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Lab 3: Indexing Mode (20 Minutes)

About This Lab
Looking to lower your overall system costs? If your application involves simple point to point moves or recipes or moves, the stand-alone Indexing feature of the Kinetix 300 may be what you need. Tune the drive to be run in Indexing (position) mode Use the demo units I/O to command the drive in Indexing mode Explore the content included in the softwares Oscilloscope feature Follow the steps below to complete Lab Section 3.

Auto Tune the Drive for Indexing Mode

In this section of the lab, we will tune the position loop of the drive. We will be running in Indexing mode, so we now care about the position loop gains. Youve already completed many of these steps in the Velocity mode section above, so some experience is assumed in the steps. 1. Turn OFF Input #3, so as to Disable the drive. The shaft should turn freely by hand. 2. Return to the General branch and Drive Mode to Auto Tune.

3. Move to the Dynamics branch and perform the Auto Tune as follows:

With indexing, we are now concerned with the Position loop as well.

TIP: If you receive an error message about the incorrect I-Gain values, use your tuning knowledge to try to fix the problem and reattempt the Auto Tune. See your instructor if you have any trouble.

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4. Accept the gains by clicking Yes.

5. With the drive still enabled, carefully and gently try to rotate motor shaft. A little will do. Again, it seems a little spongy, but well check it in Indexing mode shortly.

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Configure the Drive for Indexing Mode

Although we have re-tuned the drive for positioning, the Drive Mode is still set for Auto Tune. In this section of the lab, you will change modes as well as add the Digital I/O required for stand-alone Indexing control. 6. Turn OFF Input #3, so as to Disable the drive. The shaft should turn freely by hand. 7. Return to the General branch and use the drop-down to change the Drive Mode to Indexing.

Well need to configure the additional digital inputs required to command indexing. 8. Move to the IO > Digital IO branch and configure these additional inputs:

9. Scroll down until you can see the Outputs that we configured previously. We will be interested in Output 3, the In Position signal.

10. Finally, move to the Indexing branch in order to enter the move profiles.

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11. Expand Index 00 and take a look at the parameters provided for index moves.

NOTE: It looks a lot like the move profile of an index in Ultraware! 12. Set Index 00 to make (3) sets of incremental moves, 5 revs each at the dynamics shown. Dont forget the brief Dwell.

Now lets have some fun.

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Command the Drive in Indexing Mode

Lets get right into commanding the drive. WARNING: You are about to command motion. 13. Turn ON Input #3, so as to Enable drive. 14. Grab hold of the motor shaft again and notice that the tuning is really quite stiff. Feel free to move to the Dynamics branch and play around with the tuning values manually. You can always return them to these functional settings:

This Gain Scaling value is your one touch handle for tuning. Use it like Position BW in Logix to change performance but keep stability between the loops. NOTE: The range is -16 to +4.

15. Open the Monitor window again. 16. Toggle (press and release) Input #5 to Define Home. The Actual Position register goes to 0.

17. Toggle (press and release) Input #6 to Start Index. The motor should quickly make 3 sets of 5 revolutions as the Actual Position register goes to 15. 18. Issue the Start Index again, this time making note of how the outputs transition. Spend some time playing with the settings, including the S-Curve type Move. Next, well see how the blended index move feature works.

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Blend a Series of Index Moves

In this section, youll program a blended set of index moves. Well open up the Oscilloscope feature in the drive to see what is actually happening. 19. Return to the Indexing branch in the main window. IMPORTANT: Remember that the Kinetix 300 drive does not support the calling of indexes using a BCD (binary coded decimal) masking on the digital inputs. Issuing the Start Index command will trigger Index 00 every time. 20. Configure Index 00 to blend into next index as shown below.

21. Configure Index 01 as shown below. Be sure to loop it back to Index 00.

22. Toggle (press and release) Input #6 to Start Index. TIP: Remember that Input #7 is configured as the Abort Index command.
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The drive should appear to run briefly at a higher speed and then a lower speed, repeating over and over. To see the actual velocities, lets use the Oscilloscope feature. 23. Move to the Tools branch and click Oscilloscope. The Scope window opens.

Lets look at the Velocity Command, which should 5 and 10 revs/sec, as well as the Current Command, which shouldnt be much with no load. 24. For Channel 1: a. Set the Signal to Velocity Command. b. Set the Scale to 5 (revs / Div). 25. For Channel 2: a. Set the Signal to Current Command. b. Set the Scale to 1 (Amp / Div). 26. Set the Time Base to 500 ms / Div. 27. Click Run to start the scope.

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The scope shows the blended velocities between the indexes.

IMPORTANT: Notice that you do not have the ability to control the accel and decel rates used during blended moves. The planner within the Kinetix 300 drive spaces out the velocity change over the entire index. 28. Click Stop to stop the scope. 29. You can Close the Scope window at this time; feel free to play around with the tool if you prefer. 30. Still on the Tools branch, open the Parameter & IO View. The Diagnostic window opens.

31. Click Add to choose the desired signals.

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32. Use the tool to add the signals of your choice. Expand the entries and place a check beside the desired signal. Click Add to complete.

Here is a screen showing some random signals:

You can even Save and Load the signals to create a familiar troubleshooting environment. 33. You may play around or Close the Diagnostic window as time permits.

This concludes the Using the Kinetix 300 lab.

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