X-Y-stage unit; SCS

For technicians and partly for sales managers!

 

 

 

This description handles the functionality and instructions to install and to check the X-Y-Stage unit for the scanner Pannoramic Confocal.

 

Software relevant explanations are based on the software version 1.19.

·      The unit is derived from the scanner “P250” and the specimen holder is derived from the PMIDI.

 

 

 

                   Contents

General

            Enhancements in the PCON

Configure the X-Y-stage unit

Functional overview of the X-Y-Stage

X-Y-carriage system

Parallelogram

Specimen holder

Adjustment procedures

Check the hysteresis in Y-direction

X- and Y-carriage drive unit

            Dismount or mount the carriage drive unit

Exchange the X-Y-stage unit

 

 

 

 

 

 

 

 

 

 

 

General

 

The X-Y-Stage unit is used to move the specimen holder in X- and Y-direction for the slide load or unload action, to reach positions on the slide (and so the tissue) while the slide scan process and to secure the slide position.

The drive for the movements is realized with stepper motors.

 

The X-Y-Stage unit is mounted with a dovetail mounting, so the correct position is reached again automatically after the unit was removed and mounted again; see also ”Exchange the X-Y-stage unit.

 

 

The allowed slide dimensions are:

Length:          75.00 to 76.00 mm

Width:            25.00 to 26.00 mm

Thickness:    00.95 to 01.05 mm

 

 

 

 

 

 

 

 

 

                  Enhancements in PCON

 

In relation to the X-Y-stage unit of the MIDI, the following modifications are implemented:

 

·         The Y-carriage movement is prolonged by about 16mm (5 revolutions of the rotor).

·         The specimen holder is modified and prolonged.

·         The movement of the parallelogram is limited to be 0.8mm over all (the focus unit uses a 4:1 divider, so the movement range of the focus pin is different also).

·         The control of the stepper motors is realized in the “X-, Y-, Z-motor controller” unit.

 

 

Exchange of the X-Y-Stage unit is necessary:

 

 

 

 

 

                  Requirements

 

 

 

 

 

 

 

 

Attention:    Do not mix the versions of SlideScanner.exe and SlideScannerService.exe! Always use these programs with the same version number. Otherwise the SlideScannerService.exe program could produce unwanted results and SlideScanner.exe does not work correctly or even freeze!

 

 

 

 

 

 

 

 

 

 

 

Configure the X-Y-stage unit

 

 

Since the software version 1.15 the units of the scanner are configured in the file “MicroscopeConfiguration.ini”, section [Microscope].

 

The actual version of the X-Y-stage unit in the scanner Pannoramic Confocal is “ObjectGuideXYZType=OGXYZ_FLASH4”.

 

 

 

·       The path of the file MicroscopeConfiguration.ini, in the software version with the operating system Windows® 7 is:

C:\ProgramData\3DHISTECH\SlideScanner\MicroscopeConfiguration.ini

 

 

  [Microscope]

SerialNumber=PCON_xxx

MicroscopeType=3DMic10

MicroscopeSubtype=Confocal

ScanCameraType=

PreviewCameraType=CVrmc_m8_pPro

BarcodeReaderType=PreviewCamera

LoaderType=SL_1Mag_12Slide_Sensor_Horizontal2

CameraChangerType=CC_none

ReflectorTurretType=RT_None

BrightfieldLightSourceType=RGBLedLight

ObjectiveChangerType=OC_2Pos

ObjectGuideXYZType=OGXYZ_FLASH4

FlashUnitType=NoFlashUnit

NDFilterType=NDType_None

PreviewLightType=PreviewLightUnitType_Type2

ShutterMotorType=Shutter_Motor

PowerSwitchBoardType=PowerSwitchBoard_Type1

ConfocalUnitType=ConfocalUnitType_Aurox

WaterFeederType=WaterFeeder_Type1

 

 

 

Remark

ObjectGuideXYZType=OGXYZ_1;                 not used today; the specimen holder can hold slides with a thickness of 1.0mm nominal; the stepper motor contains its control electronics (the same construction as in the PSCAN150).

 

ObjectGuideXYZType=OGXYZ_FLASH2;    the Y-direction is 23 rotor revolutions long, the specimen holder can hold slides with a thickness of 0.95 … 1.20mm, the control of the stepper motor is realized in the “X-, Y-, Z-motor” controller; a darkfield preview can not be created.

 

ObjectGuideXYZType=OGXYZ_FLASH3;    this is the most recent version today; the Y-direction is now 28 rotor revolutions long, it is prolonged by about 16mm (5 rotor revolutions) in relation to the previous version; the specimen holder can hold slides with a thickness of 0.95 … 1.20mm (in P250 only!!); now a darkfield preview can be created.

This value is used to define the version P250 Flash!

 

 

ObjectGuideXYZType=OGXYZ_FLASH4;    The firmware of the X- and Y-stepper motor driver is modified to reach the scan speed of 130fps since the software version 1.17. Use this value only, if the firmware upgrade is done!

·                     In the Pannoramic Confocal only slides with a thickness of 0.95mm to 1.05mm may be inserted!

 

·      For more detailed information please refer to the chapter “Section [Microscope]

 

 

 

 

 

 

 

 

 

 

 

Functional overview

 

 

 

                    Mounting

 

The dovetail mounting ensures the proper position of the X-Y-stage unit in relation to the tray loader unit and the focus unit.

The perpendicularity between slide and optical axis is defined by the adjusted parallelogram.

If the dovetail mounting is not tightened or not tightened well, the perpendicularity between slide and optical axis is not given.

·         Insert the X-Y-stage unit always until it stops.

·         Tighten the dovetail mounting bolt.

·         Check the correct fixing of the X-Y-stage unit manually; a movement of the X-Y-stage unit in the mounting should be impossible.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See also:       Exchange the X-Y-stage unit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                    Specimen holder

 

The specimen holder holds and secures the specimen (slide) during the scan process and allows an automatic exchange of the slide.

 

·         Because the physical construction of the specimen holder in the PCON is modified, a MIDI type specimen holder must not be used on a PCON carriage unit!

 

 The allowed slide dimensions are:

Length:          75.00 to 76.00 mm

Width:            25.00 to 26.00 mm

Thickness:    00.95 to 01.05 mm

 

 

 

 

 

                    Parallelogram

 

Because the focus pin moves the slide (sample) toward or away from the objective to find the real focus position (this is the Z-direction), the specimen holder must be mounted moveable in Z-direction also. To ensure, that the X-Y-plane is shifted in Z-direction and not a rotation of the X-Y-plane occurs, a parallelogram is used. The springs of the parallelogram ensures the proper contact of the slide against the focus pin during focusing and scanning of the tissue. Detailed information about the parallelogram can be found below in a separate chapter of this description.

 

 

 

See also:       Specimen holder”, “Principle of focusing” and “Parallelogram

 

 

 

                       

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                               X- and Y-carriages with drive

 

The rotor drives the transport nut via the spindle. The transport nut is mounted to the carriage which is moving on the rails.

The X-carriage contains the entire Y-unit.

The Y-carriage moves the parallelogram with the specimen holder.

·       The achieved resolution in X- and Y-direction is:       1μm/rotor step

·       The guaranteed movement range of the X-carriage is 28800 rotor steps (it means 28.8mm)

·       The guaranteed movement range of the Y-carriage is 89600 rotor steps (it means 89.6mm)

 

 

 

·       The parts and units of the carriages need neither maintenance nor mechanical adjustments.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Components and construction

 

 

 

 

                  Stepper motor implementation

 

The X- and Y-stepper motor is unexceptionally and always driven in micro stepping. This way very precise movement is reached. One revolution of the motor axle is divided into 3200 steps. The forward direction of the motors axle is counter clock wise, CCW.

 

  • The control electronics of the X- and Y-motor is realized in the “X-, Y-, Z-motor” controller.

 

  • The parts and units of the stepper motors need neither maintenance nor mechanical adjustments.

 

 

 

See also:       Types of stepper motors

 

                        X-, Y-, Z-motor control

 

                        Stepper motors without control electronics” mounted

 

 

 

 

 

 

 

 

 

 

 

 

                    Motor connections

 

The motor cable headers are connected at the appropriate position to the control electronics unit.

 

Important

Please do not use pliers to loosen or tighten the cable header lock nuts. If there is too much force used on the connector headers, the soldering of the connector may be destroyed or broken and the appropriate motor will not work or may working very noisy.

 

 

 

Motor cable headers; working connections

Unit

Connector

Identifier

Z-motor; female

CON13

CF12

Z-motor; male

CON14

CF13

Y-motor; female

CON15

CF14

Y-motor; male

CON16

CF15

X-motor; female

CON17

CF16

X-motor; male

CON18

CF17

Power for Aurox CC 88

CON5

 

 

·      The length of the cables is so dimensioned, that every motor connector pair may be reached with any motor cable header pair.

 

Important

·      For test purposes and fault detection, the motor cable header pair may be connected to another motor output; e.g. the X-motor headers are connected to the Y-motor output.

·      In this example, the service program Y-direction tools will be used to move the X-stage!!

·      Before SlideScanner.exe will be started, the motor cable headers have to be connected to their original, correct motor connection!

 

See also:       X-Y-Z-motor control” and “Motor cable headers

 

 

 

 

 

 

 

 

 

 

 

 

 

X-Y-carriage system

 

 

The carriages are used to move the specimen holder and so the slide in the X-direction and the Y-direction.

The dovetail foot is mounted onto the X-direction mounting plate from beneath and guarantees the proper mounting and fixing of the entire X-Y-stage unit.

 

 

                    X- Stage unit

 

The static part of the X-stage consists of the following parts:

  • The X-direction mounting plate with the mounted X-motor, the dovetail foot (mounted from beneath), the leading rails, the upper and lower limiters.

 

The dynamic (moveable) part of the X-stage consists of:

  • X-stepper rotor with spindle and transport nut
  • The transport nut is mounted to the Y-stage unit mounting plate and drives so
  •  The entire Y-stage unit.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                  Y- Stage unit

 

The static part of the Y-stage (the X-carriage) consists of the following parts:

  • The Y-direction mounting plate with the mounted Y-motor, the leading rails, the upper and lower limiters.

 

The dynamic (moveable) part of the Y-stage consists of:

 

 

 

 

 

 

 

 

 

 

Carriages

 

The carriages are mounted and leaded with 2 rails for each direction.

The X and Y rails ensures a slippage free movement of the carriages in X- and Y- direction. The X-carriage contains the entire Y-part. If the motor starts rotating, the spindle drives the carriage in the direction, defined by the rotating direction of the rotor. The mechanical dimensioning of the X-Y-stage allows reaching nearly each part of the slide by the objective, except the barcode area (restrictions are given by the slide holding mechanics of the specimen holder; see also the scan area).

 

  • The carriages can be moved independently from each other in any direction inside the appropriate hardware limits. Take into account, that the slide stud area must not be touched neither with the objective nor the focus pin!

 

 

 

X- and Y- spindle

 

The X- and Y-spindle respectively are connected with a pressure mounting directly to the stepper motor; on the thread of the spindle the transport nut is situated and the transport nuts are mounted onto the X- respective Y-carriage.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                    Transport nuts

 

The construction of the carriage transport nuts ensures a nearly slippage free movement of the carriages, a maximal slip of 4 μm (=4 motor steps) is allowed. The slippage of the transport nut is minimized by the use of the counter nut and the compression spring.

The use of the stepper motors micro stepping mode, combined with the accuracy of the mechanics allows achieving a resolution of 1μm longitudinal movement per rotor step.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                    Limiters

 

The length of the movement of each carriage is limited by two limiters, one for the upper and one for the lower limit, separately for the X- and Y-direction respectively. This way, the mechanical construction gets a start and an end position.

If the mechanical limiter is reached by the appropriate carriage, the movement stops and, if further steps have to go, these steps are lost. This behavior creates “lost steps”.

 

 

During the detection of the hardware limits:

 

Creation of lost steps is used to find and determine the hardware upper and lower limit. The first number of steps that do not create lost steps is used as hardware limit; the accuracy is 100 steps (0.1mm).

Example:

·       If we found, that the step number of 1200 steps in negative direction after Home1,2 does create lost steps more than +-2 steps and

·       The step number of 1100 steps in negative direction after Home1,2 does not create lost steps (not more than +-2 steps) the negative hardware limit will be -1100 steps.

If we are defining the upper limit, the same principle is used; first we creating lost steps then we decreasing the number of steps to go by 100 steps until no steps are lost during the movement.

 

 

During all other actions:

 

Lost motor steps are unwanted during slide insert and removal actions and the sample scanning process, because the counting and reporting of steps mismatches the real number of steps gone. Therefore, the limits are defined by using the last possible number of steps without lost steps and an accuracy of 100 steps (=0.1mm) see also later “Setup procedures”.

 

The home position does not define the mechanical limit. Either in -X- and either in -Y-direction there are several hundred more steps possible. The theoretical, absolute limits are defined as shown in the figures “X-direction” and “Y-direction” respectively.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Important

·       The unit is faulty (or incorrectly adjusted), if there are more than 1600 steps possible in negative direction without jamming, counted from Home1,2!

·       The unit is faulty (or incorrectly adjusted), if there are more than 1600 steps possible in positive direction without jamming after 28800 steps in +X-direction or 89600 steps in +Y-direction respectively!

 

The unit should also fulfill the following requirement:

 

·      The negative limit “Y-min” < -500 steps.

 

 

See also:       How to define the hardware limits

 

 

 

 

 

 

 

 

 

 

X- and Y-carriage drive unit

 

 

The following adjustments are done only, if the motor has to be exchanged, the X-Y-carriage drive unit was removed or the hysteresis in X- or Y-direction is too much.

 The resolution of the stepper motor by 3200 steps/revolution and the construction of the spindle together with the transport nut allow a resolution of 1μm longitudinal movement per rotor step; the counter nut with spring reduces the slippage (resulting in hysteresis) if the rotation direction changes.

The only difference between the Y-carriage drive unit and the X- carriage drive unit is the length of the transport spindle; the spindle of the X-unit is some centimeter shorter.

 

Precautions

  • In all procedures, named below, handle the specimen holder and the parallelogram with special care; the weight of the X-Y-stage unit should never be carried by the specimen holder or the parallelogram at all. Not even partially!
  • Do not remove the mounting of the specimen holder or the parallelogram; do not manipulate them in any form!

 

For more information, please refer also to:        P250_Y_drive_unit_exchange

 

 

 

 

 

 

 

 

 

                    Spindle mounting

 

The spindle is mounted to the motor axle by using a compression mounting; this guarantees also a slippage free connection and the spindle can be dismounted from the motor axle easily.

This mounting construction guarantees also a centered mounting of the spindle.

 

 

 

 

·      The pressure nut can be rotated with a small head 8mm open end wrench, the pressed part can be hold with a small head 6mm open end wrench!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

·      Loosen and remove the pressure nut and pull the pressed part from the rotor axle.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The claws of the pressed part are fitting the diameter of the rotor axle; the spindle is glued into the pressed part.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Assemble the connection

 

·      Put the pressure nut in the right direction onto the motor axle.

·      Fit the claws onto the rotor axle.

·      Drive the pressure nut onto the pressed part manually, until it stops.

·      Push the pressed part on the rotor axle against the motor housing until it stops.

·      Hold the pressed part with the 6mm wrench and drive the pressure nut with the 8mm wrench.

 

·      The connection is correct, if the pressed part is hold on the rotor axle and the gap between pressure nut and motor housing is not more then 1mm.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

·      The gap between the pressure nut and the motor mounting must not exceed 1mm!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                    Transport spindle; Multi (4) thread spindle

 

The spindle (together with the transport nut) is used to transform rotation into slippage free longitudinal movements. The four threads on the spindle guarantee a precise movement, increase the torque of the mechanical drive and help to reduce or eliminate slippage and hysteresis.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rotor axle slip

 

Another important source of slippage can be the rotor bearing of the motor. Because the rotor has longitudinal load also, the position of the ball bearings of the rotor must not change if the rotation direction is changed.

 

·       The rotor axle must not have slippage.

 

To check the slippage of the motor axle manually, use a force of about 1 N. Longitudinal movements of the rotor axle must be impossible. Take into account, that a slip of 0.1 mm means 100 steps! If you are not sure, check the behavior as described in the paragraph “Check the maximal hysteresis in Y-direction” also.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Eliminate the slippage of the rotor axle

 

Originally, the rotor bearing has a spring to eliminate the slip, but the force of the original spring is often not enough; even if the motor axle has a longitudinal load like in the X- or Y-carriage. Therefore the original solution was exchanged by using a flat and a curved washer; the curved washer acts as a spring.

If both washers are inserted well, the slip has to be eliminated.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check or exchange the spring

 

 

1.      Remove the cover mounting bolts of the motor (1).

2.      Pull the back cover carefully backward and put it onto the table as shown (2).

3.      Insert the flat washer first; then the curved washer so, that its perimeter contacts the rotor bearing as shown (3).

4.      Fit the back cover to the motor and take care of the washers, they should not falling out.

5.      Drive in the mounting bolts of the back cover; check the easily movement and the fitting of the rotor, then tighten the mounting bolts and check the easily movement of the rotor again by hand.

6.      Check the correct movement of the motor with the service program and listen the sound also; rotate the motor by more ten revolutions forward and backward some times.

7.      If there can be a sliding or sanding sound listened or the motor moves strong, loosen the mounting bolts again a little bit and fit the rotor mounting more precise.

 

  

 

 

 

 

                    Transport- and counter nut with spring

 

The transport nut transforms the rotation of the spindle into a longitudinal movement of the connected peripheral; it moves the X- or Y-carriage to the desired position.

The thread of the spindle and the nut moves the peripheral by 3.2 mm if the motor (and the spindle) have done 1 revolution. The drilling ends for the spindle of the transport nut are not symmetrical; on one end the compression spring can be fitted.

 

To reach the appropriate limits of the mechanical drive, the position of the transport nut on the spindle is important; the position can be defined with an accuracy of a ¼ revolution (because there are 4 threads), it means 800 motor steps.

 

The limits have to be less than 1600 steps in negative direction counted from Home1,2 and less than 1600 steps after 28 revolutions of the spindle (if Y-carriage); see also “Hardware limits” and “Find the hardware limits for the Y-carriage”; both limits have to be fulfilled if the adjustment is finished; otherwise dismount the carriage drive unit, define the position of the transport nut in relation to the spindle with +- ¼ full turn, mount the carriage drive unit and check the limits again.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To eliminate the slip of the mechanical drive (to reduce and eliminate the hysteresis), the spring forces the transport nut away from the counter nut. The force of the spring guarantees the appropriate pressure of the transport nut against the threads of the spindle. By using the appropriate start point of the threads, the counter nut can be positioned in relation to the transport nut in the same way as the transport nut; the position can be defined by a ¼ revolution (because there are 4 threads), it means 800 motor steps. The force of the spring and the position of the counter nut are correct, if the counter nut is less than or maximal 0.5 turn in distance from the transport nut with fully compressed spring and the slip (checked after assembly; with the SlideScanner program) is less than or equal to 4 motor steps for the Y-carriage; or less than or equal to 8 motor steps for the X-carriage when the rotation direction of the spindle had changed.

If the spring can not act, (the counter nut is pressing the transport nut without a spring acting distance) the drive does not move or is moving too strong. See also “To check the maximal hysteresis in Y-direction” and “Optics and illumination”, “Stitching”. If the hysteresis is too much, reduce it by reducing the distance between transport nut and counter nut; check also the slip of the motor axle and other drive connections, see above.

 

 

 

 

See also:       P250_Y_drive_unit_exchange

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Parallelogram

 

 

 

Important

 

The parallelogram should not be adjusted in the field, there are no adjustable parts. The mounting bolts of the parallelogram and the X-Y-plane adjustment bolt are adjusted. Please do not screw them!

·      Necessary adjustment tools are often not available in the field.

 

The parallelogram allows the shifting of the X-Y-plane in Z-direction for focusing the FOV without rotating the X-Y-plane. On one side of the parallelogram the Y-carriage is mounted; on the other side the parallelogram holds the specimen holder.

The limiter is constant 0.8mm and so the maximal movement of the parallelogram is limited.

 

·       The entire parallelogram and the specimen holder are very sensitive components, because these guarantee the X-Y-plane in relation to the objective.

 

 

 

If the parallelogram should be exchanged in the field; please refer first to:

 

            How to adjust the parallelogram

 

 

 

 

 

 

 

 

 

 

 

 

 

The parallelogram is not a separate changeable spare part, therefore, the X-Y-Stage unit must be changed if there is an irresolvable fault on the parallelogram.

 

  • The movement of the parallelogram is limited to be 0.8mm in the PCON. 

 

 

 

 

 

See also:       Adjust the parallelogram

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

Specimen holder

 

 

 

 

This specimen holder is designed to hold the slide, to secure it during scan operation and allows an automatic slide exchange operation. To loosen the slide during insert or remove procedure, the slide tightener opens the slide stud.

 

In its released state the “Assembled arm” is forced by the spring (not shown) to hold the slide via the studs. If the slide will be inserted or removed, the Y-motor goes to slide insert or remove position and the X-stepper goes forward nearly to its positive limit and contracts the spring in “push” direction via an arm mounted beneath of the tray holder (the release plate), to release the slide. The longest allowed slide (76,00mm) will be inserted nearly until the bumper edge.

 

 

 Allowed slide dimensions are:

Length:            75.00 to 76.00mm

Width:               25.00 to 26.00mm

Thickness:       00.95 to 01.05mm

 

 

See also:       Physical construction of the specimen holder

 

 

 

 

 

 

 

 

 

 

If the Y-stage is in Home1,2 position, or only some 100 steps away from it and the X-Y-stage moves to the right (-X-direction), the slide tightener contacts the release plate on the left side, the slide tightener moves to the left and the assembled arm will release the slide.

 

 

 

·      If the X-stage moves in the negative direction the slide tightener will contact the release plate from beneath and so, the slide stud of the assembled arm will release the slide; a slide insert or removal action can be performed.

 

·      During scanning, the slide tightener will never touch the release plate; the slide is hold and secured in the slide studs.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Slide holding and scan area; PCON

 

The slide is held in the specimen holder with the help of three slide studs, situated on the longer edges as shown.

The surrounding of the slide must be defined in “MicroscopeConfiguration.ini” section [HardwareLimits] to avoid collision of the focus pin or the objective with the slide stud.

 

·       Never touch the slide stud with the objective or the focus pin!

 

 

See also:       Areas of the slide”, “Physical construction of specimen holder” and “Define the scan area

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Adjustment procedures

 

Adjustments for the X-Y-carriage unit

 

 

 

 

 

The following procedures are described for the Pannoramic 250 and based on the service program version 1.15.

 

 

 Find the hardware limits for the X-carriage

 

This procedure must be done only if the scanner unit or the X-Y-stage was changed.

This procedure has to be done if the drive unit for the X-direction was exchanged.

 

·   Insert a medium large slide and set the focus motor to -300 steps.

 

Find the negative limit in -X-direction

1.      With the service program set the Y-carriage to Home1,2.

 

2.      Set the X-carriage to Home1,2.

 

3.      With the service program go forward to the X-motor position -1200 steps.

 

4.      Go backward +1200 steps.

 

5.      Press Home1 (only). There should be not more than +-2 steps difference to Home1. If there are more steps lost, decrease the actual absolute number of steps by 100 and repeat from step 2. In the steps 3 and 4 use the actual absolute number of steps!

 

6.      If there are not more than 2 steps difference to Home1, increase the number of steps by 100 and repeat from step 2. In the steps 3 and 4 use the actual absolute number of steps!

 

7.      The negative limit is found correctly if the motor movement has no steps lost and the actual absolute number of steps, increased by 100 would produce lost steps. The found negative limit can differ by more 100 steps from unit to unit. The reason is the tolerance of the components and the found thread starting position of the spindle in relation to the transport nut.

 

8.      Update the value of the parameter “ObjectGuideXMin” in the file “MicroscopeConfiguration.ini” section [HardwareLimits] with the found number of the actual steps and save the file.

 

 

Find the positive limit in +X-direction

 

9.      With the service program set the X-carriage unit to Home1,2.

 

10. Go forward to the X-motor position +29700 steps.

 

11. Go backward 29700 steps.

 

12. Press Home1 (only). There should be not more than +-2 steps difference to Home1. If there are more steps lost, decrease the actual number of steps by 100 and repeat from step 9. In the steps 10 and 11 use the actual number of steps!

 

13. If there are not more than 2 steps difference to Home1, increase the number of steps by 100 and repeat from step 9. In the steps 10 and 11 use the actual number of steps!

 

14. The positive limit is found correctly if the motor movement has no steps lost (max. 2 steps) and the actual number of steps, increased by 100 would produce lost steps. The found positive limit can differ by more 100 steps from unit to unit. The reason is the tolerance of the components and the found thread starting position of the spindle in relation to the transport nut.

 

15. Update the value of the parameter “ObjectGuideXMax” in the file “MicroscopeConfiguration.ini” section [HardwareLimits] with the found value and save the file.

 

16. Check the found limits by using the number of steps, used as parameter value in the file “MicroscopeConfiguration.ini” section [HardwareLimits]. Lost steps have not to occur.

 

 

 

 Find the hardware limits for the Y-carriage

 

This procedure must be done only if the scanner unit or the X-Y-stage was changed.

This procedure has to be done if the drive unit for the Y-direction was exchanged.

 

·         Move the X-carriage +3200 steps from Home1,2;  hereby take care on the focus pin and avoid collision with the slide studs or the specimen holder!

 

 

 

Find the negative limit in -Y-direction

 

Repeat the steps, described in the procedure above “To find the negative limit in -X-direction” logically with the Y-carriage.

 

·         Update the value of the parameter “ObjectGuideYMin” in the file “MicroscopeConfiguration.ini” section [HardwareLimits] with the found number of the actual steps and save the file.

 

 

 

 

 

 

Find the positive limit in +Y-direction

 

Repeat the steps, described in the procedure above “To find the positive limit in +X-direction” logically with the Y-carriage. The positive limit is found correctly in the near of 90 000 steps or even before the specimen holder will be touched.

 

·         Update the value of the parameter “ObjectGuideYMax” in the file “MicroscopeConfiguration.ini” section [HardwareLimits] with the found value and save the file.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the hysteresis in Y-direction

 

 

 

                    General

 

The software divides the sample to be scanned, seen by the preview camera into fields of views; the size of the FOV depends on the resolution of the scan camera and the magnification of the camera adapter. Each field of view contains a small part of the neighbor FOV. In this way, stitching becomes possible. Because the capturing of the FOV’s is done on a meandering course, the Y-direction is often changed. If the hysteresis in Y-direction is too much, stitching will not work correctly; therefore, we have to check the hysteresis in Y-direction. The maximal allowed hysteresis is 4 μm (=4 motor steps). We comment that this hysteresis decreases itself by some motor steps after some sample scan procedures, even if the X-Y-stage is brand new.

Because the X-direction is never changed during a sample scan process (the direction is always +X), the X-hysteresis is not critical and can be some steps more (max: 8 steps).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the maximal hysteresis in Y-direction

 

·         Start the program “SlideScanner.exe” with the service password.

·         In the tab “Focus” produce a sharp life view; adjust the exposure time and the white balance as required.

·         In the tab “Service” select “Microscope control”.

·         Select the option “Cross line on image”.

·         Set a zoom value of about 2,73.

·         In the part of the X-Y-control select a step size of two steps and go upward (or downward), until the tissue moves.

·         Now go in opposite direction and count the clicks until the tissue moves. If more than 3 clicks (6 steps) are required, the hysteresis in Y-direction is too much.

·         If the stage is moved to the left or to the right respectively, the hysteresis in X-direction can be determined.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dismount or mount the carriage drive unit

 

 

 

 

Dismount the carriage drive unit

 

 

·   Remove the transport nut mounting bolts from the appropriate carriage (X- or Y-Mounting).

·   Remove the motor mounting bolts.

·   Pull the motor together with the entire carriage transport unit out of the carriage.

 

Mount the carriage drive unit

 

See also:       How to exchange the P250_Y_drive_unit

 

1.      Set the motor to Home1,2.

2.      Screw the transport nut onto the spindle some revolutions; the motor stays always in Home1,2 except explicitly specified otherwise.

3.      Insert the carriage drive unit (do not drive in the bolts!) and check the position of the transport nut in relation to the bolt drillings on the carriage; the drillings of the carriage should fit the transport nut near to the negative limit (less than 1.5mm).

4.      Remove the transport unit and adjust the position of the transport nut in relation to the carriage mounting more precise by using half and quarter revolutions also.

5.      Set the motor to Home1,2.

6.      Insert the carriage transport unit, drive in the motor mounting bolts and the transport nut mounting bolts and check the negative limit; see also above “Limiters” and adjustment procedures “To find the negative limit”. The negative limit is often found in the near of ­-800 steps (but this is not a requirement).

7.      If the negative limit does not fit the requirements (more than 1600 steps are possible in negative direction) remove the carriage drive unit again and adjust the position of the transport nut in relation to the spindle by using the next or the previous start point of the thread; this way the limit can be adjusted with an accuracy of 800 steps (a ¼ revolution) and this fulfill the requirements always (this is done only, if the adjustment by using half turns does not deliver the successful result).

8.      Repeat from step 4 until the requirements of the negative limit are fulfilled.

9.      Check the positive limit; see also “Define hardware limits”.

10. By loosening the motor mounting bolts and tighten them in the correct motor position, the straightness of the drive unit can be found and adjusted.

 

 

 

 

 

 

 


 

Remove or mount the X-Y-stage unit

 

 

The X-Y-stage may be inserted or removed only, if the focus unit is not mounted!

 

  • Therefore, the focus unit has to be removed first.

 

 

 

                  Focus unit mounting

 

The mounting of the focus unit with objective changer is realized with dovetails; these are hold by dovetail fixing clamps.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Remove the X-Y-stage unit

 

1.      Move the X-direction to Home1,2 and move the Y-direction to Home1,2.

 

2.      Then move the X-direction to X=+28 000 steps.

 

3.      Move the Y-direction to Y=+80 000 steps.

 

4.      Remove the focus unit.

 

5.      Disconnect the cables, loosen the X-Y-stage unit fixing bolt and remove the X-Y-stage unit by pulling it backward.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X-Y-stage unit mounting

 

The dovetail clamp’s fixing bolt is driven in opposite direction in relation to the focus unit; see on the right.

 

 

 

 

Mount the X-Y-stage unit

 

6.      Move the X-stage to the position 28000 steps.

7.      Insert the X-Y-stage unit until it stops and tighten the fixing bolt.

8.      Mount the focus unit.

9.      Connect the cables of the focus unit, the Y-part cables and the X-part cables.

10. Check the position of the slide tightener; it should release the slide clamp if the Y-direction Homr1,2 and the X-direction Home 1,2 is found.