X-Y-stage unit; S_M_D

For technicians and sales managers

 

 

This section describes the components, functionality, handling, installation and checking instructions of the X-Y-stage unit for the Pannoramic SCAN, MIDI and DESK (S_M_D) scanners. The explanations are usually for the SCAN 150 scanner, except otherwise specified. Important differences are named explicitly.

 

 

 Contents

 

General

Components and construction

            Specimen holder

            Parallelogram

            X-Y-carriage

Configure the X-Y-stage

Carriage system

Parallelogram

Specimen holders

Carriage drive unit

Sample scan process

Maximal hysteresis in Y-direction

Adjustments

                        Find the hardware limits

 

 

·      For safety regulations regarding human health and scanner functionality please refer to:  Precautions

 

 

 

 

                                                             General

 

The X-Y-stage unit is used to position the slide at slide insert and slide remove action. It also moves the slide in X- and Y-direction during the scan process. Allowed slide dimensions can be found here. The movements are realized by stepper motor driven mechanics. The principle of the slide insertion and specimen holding is different in the three scanners, so the construction of the specimen holders are also different and will be discussed separately for each scanner in this description.

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.

 

 

The exchange of the X-Y-stage unit is necessary

 

  • If one of the stepper motors or its electronics is faulty.
  • If the maximal allowed hysteresis of 4 steps in Y-direction is exceeded. Information about the hysteresis can be found here.
  • If the shape of any parts is deformed or a part is broken.
  • If the X-Y-stage unit has any other faults.
  • In all cases, refer first to the chapter  Before you start to replace units”.

 

 

 

Requirements

 

  • Service program for the slide scanners (“SlideScannerService.exe”) with the actual license file.
  • Slide scanner and Slide Viewer software (“SlideScanner.exe”, “SlideViewer.exe”) with the actual dongle.
  • 1.5, 2.5, 3 and 5 mm hex key wrenches.
  • Hardware and construction knowledge of the Pannoramic scanners.

 

 

 

Warning! 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 can produce unwanted results, and the “SlideScanner.exe” will not work correctly or can freeze.

 

 

 

 

 

 

 

                    X- and Y-Stage unit

 

Modifications since summer 2016

  •  Mounting of the X-Y-stage unit to the scanner plate was modified, so vibration and noise is reduced
  • Using of 5-Phase stepper motors improves smoothness of the rotor’s movement to reduce vibration
  • Using of improved X-rails increases stability in X-direction
  • Newly designed Y-rail solution increases stability in Y-direction
  • Newly designed spindle mountings allowing simplified, easily adjustments
  • Using an integrated, slippage-free transport module (includes transport nut and counter nut) simplifies adjustments.
  • Modifications of the specimen holder allowing the movement of slides with a thickness of 1.2mm in the SCAN_II, the MIDI_II and the DESK_II.
  • The DESK_II can also hold slides of single width (25mm) or double width (50mm) by using a simple adapter..

 

 

Watch video:    X-Y-Stage; SCAN II

 

 

          X-Y-Stage; SCAN II

 

 

 

 

 

 

 

 

                                                             Components and construction

 

 

 

The X-Y-stage consists of the following components:

·      X-motor

·      Y-motor

·      X-rail

·      Y-rail

·      X-carriage

·      Y-carriage

·      X-spindle

·      Y-spindle

·      Parallelogram

·      Specimen holder

·      Slide clamp

·      Slide stud (MIDI)

·      Preload spring (MIDI)

·      Dovetail foot (MIDI)

 

 

 

 

 

Specimen holder

 

The specimen holder is designed to hold and secure the slide during scanning operation. It also allows inserting or removing the slide automatically or manually. This part is different in each Pannoramic scanner and will be discussed separately. 

 

Because the construction of the specimen holder depends on the scanner type, the holder can not be changed separately without extensive adjustments. The mounted specimen holder type defines in which scanner the X-Y-stage unit can be implemented.

Detailed information about the different specimen holders can be found in “Specimen holder; SCAN”, “Specimen holder; MIDI”, “Specimen holder; DESK”.

 

 

 

Parallelogram

 

Because the focus pin moves the slide toward or away from the objective (Z-direction) to find the ideal focus position, the specimen holder must be mounted mobile in Z-direction.

To ensure, that the X-Y-stage is shifted and not rotated in Z-direction, a parallelogram is used.

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

 

       "Parallelogram”.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X-Y-carriage

 

The rotor drives the transport nut through the spindle. The transport nut is mounted to the carriage that 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 movement range of the X-carriage is 28800 rotor steps (it means 28.8mm)

·       The movement range of the Y-carriage is 73600 rotor steps (it means 73.6mm)

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

 

       X-Y-carriage system

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Stepper motor

 

The X and Y-stage stepper motors are 2-phase type motors and are driven in micro stepping mode. One revolution of rotor axle is divided into 3200µ-steps. The forward direction of the motor axle is counter clockwise (CCW). The construction of the mechanical X- and Y-drive together with the resolution of the rotor movement allows a very precise movement of the specimen; the resolution is 1µm.

 

·       The address of the X-motor is 03.

·       The address of the Y-motor is 04.

 

Note! The parts of the stepper motors do not need maintenance or mechanical adjustments.

 

       Stepper motor”, “Addresses” and “Cabling of addressable units

 

 

 

 

 

 

 

 

 

 

 

 

 

Dovetail foot

 

The dovetail foot of the X-Y-stage unit is found on the X-stage mounting plate. It is fixed from beneath and ensures the proper position of the entire X-Y-stage unit. If the dovetail foot is not tightened well, the perpendicularity between the slide and the optical axis is not provided.

 

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

·         Tighten the dovetail foot bolt.

·         Check the correct fixing of the X-Y-stage unit manually.

 

       Exchange the X-Y-stage unit”, “Scanner plate”, “X-Y-stage bumper” and “Dovetail fixing”.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                             Configuring the X-Y-stage unit

 

 

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

For more information about the 1.15 software version, see the Pannoramic SCAN 150 1.15 User’s Guide.

 

The actual version of the X-Y-stage unit in the S_M_D scanners is “ObjectGuideXYZType=OGXYZ_1”. Adjustment procedures are based on this version, except declared otherwise.

 

 

                  [Microscope]

                  SerialNumber=xxxx

                  MicroscopeType=3DMic8

                  ScanCameraType=

                  PreviewCameraType=CVrmc_m8_pPro

                  BarcodeReaderType=PreviewCamera

                  LoaderType=SL_6Mag_25Slide_No_Sensor_Vertical or  SL_6Mag_25Slide_No_Sensor_Vertical2

                  ReflectorTurretType=RT_None

 

Note! ObjectGuideXYZType=OGXYZ_1; the Y-direction is 23 rotor revolutions long; the specimen holder can hold slides with a thickness of 0.95-1.05 mm nominal; the stepper motor          contains its control electronics.

 

 

 

Exchanging the X-Y-stage unit

 

 

 

                  Removing the X-Y-stage unit

 

1.      Move the X-stage to Home1.

2.   Move the X-stage to Home2.

3.   Move the X-motor by +28000 steps.

4.   Move the Y-stage to Home1.

5.   Move the Y-stage to Home2.

6.   Move the Y-motor by +70000 steps.

7.      Loosen the focus unit fixing bolt by turning it clockwise.

8.   Remove the focus unit. For more information about the focus unit removal, click here.

9.      Loosen the X-Y-stage unit fixing bolt by turning it clockwise.

10. Disconnect the cable and remove the X-Y-stage unit.

 

 

 

 

 

                         

                         

 

 

 

 

                          Mounting the X-Y-stage unit

1.    Insert the X-Y-stage unit until it can not be pushed any further.

2.  Tighten the fixing bolt by turning it counter clockwise.

3.  Connect the cables.

4.  Insert the focus unit until it can not be pushed any further.

5.  Tighten the fixing bolt by turning it counter clockwise.

6.  Connect the cables.

 

For the mounting procedure, see the video here.

 

       Scanner plate”, “X-Y-stage bumper” and “Dovetail fixing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X-Y-carriage system

 

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

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

 

 

                    X-stage unit

 

The static part of the X-stage consists of

  • X-direction mounting plate
  • X-motor
  • Dovetail foot (mounted from beneath)
  • X-rails
  • X-minimum limiter
  • X-maximum limiter

 

The moveable part of the X-stage consists of

  • X-stepper rotor
  • Spindle
  • Transport nut
  • Spring
  • Counter nut
  • The Y-stage unit

 

The transport nut is on the spindle, and the nut is mounted on the Y-stage unit with the spring and the counter nut.

The transport nut is mounted to the X-carriage.

 

 

 

 

 

 

                    Y-stage unit

 

The static part of the Y-stage consists of

  • Y-direction mounting plate
  • Y-motor
  • Y-rails
  • Y-minimum limiter
  • Y-maximum limiter

 

The Y-motor is mounted to the mounting plate.

 

The moveable part of the Y-stage consists of

  • Y-stepper rotor
  • Spindle
  • Transport nut
  • Y-carriage
  • Parallelogram
  • Specimen holder

 

The transport nut is mounted to the Y-carriage.

 

 

 

 

                    Carriages

 

The carriages are mounted and lead with two 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. When 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).

 

 

 

                    X-and Y-spindle

The spindle (together with the transport nut) is used to transform rotation of the rotor 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.

 

 

The X- and Y-spindle are connected directly to the stepper motors. On the thread of the spindle the transport nut is situated and the transport nuts are mounted onto the X- respective Y-carriage. To eliminate slippage in the connection between rotor axle and spindle, the spindles are fixed with glue and secured by a bolt.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                    Transport nuts

 

The construction of the carriage transport nuts ensures a nearly slippage-free movement of the carriages, a maximal slip of 4 mm (=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 1mm longitudinal movement per rotor step.

 

       Transport nuts”.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                    Limiters

 

The movement range of each carriage is limited by two limiters, one for the upper and one for the lower limit. Limiters are used for both the X- and Y-directions. With the limiters the mechanical construction gets a start and an end position.

When the mechanical limiter is reached by the carriage, the carriage movement stops. If more steps are entered in the service program, those steps are lost - this behavior creates “lost steps”.

 

During the detection of the hardware limits the creation of lost steps is used to find and determine the upper and lower hardware limits. 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 the step number of 1200 steps in negative direction after Home1 and Home2 does create lost steps (more than +-2 steps) and

·       The step number of 1100 steps in negative direction after Home1 and Home2 does not create lost steps (not more than +-2 steps) the negative hardware limit will be -1100 steps.

 

If the upper limit is defined, the same principle is used. First we create lost steps then we decrease the number of steps to go by 100 steps until no steps are lost during the movement.

 

During slide insertion or removal actions and sample scanning process lost rotor steps are unwanted, 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 100steps (=0.1mm).

 

       Adjustment procedures”.

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note! The unit is faulty, if there are more than 1600 steps possible in negative direction from Home 1,2 without   stoppage.

The unit is faulty, if there are more than 1600 steps possible in positive direction after 28800 steps in +X-direction or 73600 steps in +Y-direction without stoppage.

 

        Adjustment procedures”, How to define the hardware limits” and “Check or define the hardware limits of the X-Y-stage unit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                                              Parallelogram (MIDI, DESK)

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

 

The mounting bolts of the parallelogram and the X-Y-stage adjustment bolt are adjusted, do not screw them. The parallelogram and the specimen holder are very sensitive components, because these guarantee the X-Y-stage in relation to the objective. The parallelogram is not a separate changeable spare part, therefore the X-Y-stage or the entire scanner unit must be changed if there is an irresolvable fault on the parallelogram.

 

Remark     Do not adjust the parallelogram in the field, if possible.

 

Watch slide show:   Parallelogram

 

       How to adjust the parallelogram

 

 

 

 

                                                                              Parallelogram (SCAN)

The parallelogram of the SCAN is from the same type, but the position and construction of the preload spring is different.

In MIDI and DESK type scanners, the X-Y-stage and so the parallelogram and the specimen holder are mounted horizontally while in the scan the parallelogram and the specimen holder are arranged vertically. As a result of the construction, the force of the preload spring in MIDI and DESK have to be much more than in the SCAN, because the entire weight of the specimen holder and the slide has to be handled.

 

Remark     Do not adjust the parallelogram in the field, if possible.

 

Watch slide show:   Parallelogram

 

       How to adjust the parallelogram

                            

 

 

 

                    Preload spring

 

The preload spring is situated below the parallelogram axle, perpendicularly in the preload spring housing. It is responsible for moving the slide during specimen focusing.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

There is a 0.5 mm gap between the parallelogram axle and the bite of the axle. This allows the maximum movement of the parallelogram.

If the parallelogram needs to be replaced separately or the mounting bolts were loosened, the parallel shifting of the specimen during focusing must be adjusted.

  

       Adjust the parallelogram

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Specimen holders

 

Allowed slide dimensions

Length:            75.00 to 76.00 mm

Width:               25.00 to 26.00 mm

Thickness:       00.95 to 01.05 mm

 

 

 

 

Since January 2015 a slide dimension check tool is delivered with the scanner.

 

  • If the first character of the serial number is an S the tool is used to check the slide dimensions of the “SCAN, “MIDI” and “DESK” scanners.

 

  • If the first character of the serial number is a P the tool is used to check the slide dimensions of the “P250” scanner.

 

Note! Check the slide dimensions before slide insertion.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Specimen holder; SCAN

 

The specimen holder is designed to hold the slide and to secure it during scanning process. The holder also allows an automatic slide change operation. To loosen the slide during insertion or removing procedures, the slide tightener opens the slide clamp. If the Y-stage is in Home1,2 position, or only some 100 steps away from it and the X-Y-stage moves upward (-X-direction), the slide tightener contacts the magazine unit from below, the slide tightener moves downward and stretches so the „Strong spring”.

 

The „Internal spring” forces the „Assembled arm” (and so the slide tightener also) always in its right position, mainly if there was an unwanted collision with the magazine unit.  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

During scanning the slide tightener is not in contact with the magazine unit. The slide is tightened by the “Strong spring” to ensure, that the slide does not change its position in the frame. The force of the „Strong spring” is 2N ±0.5N.  Through the „Assembled arm” and the „Inverter”, the ”Strong spring” forces the ”Assembled clamp” downward in relation 50.5 : 8 (the “Assembled arm” amplifies the force of „Strong spring”) and in relation 17:22 the ”Inverter” attenuates a little bit this force, but its main task is, to invert the movement. This way the force of the slide clamp against the slide is nearly five times more than the force of the “Strong spring”.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

During slide insert and removal operations, the slide tightener is moved downward and so, the mechanics, driven by the “Assembled arm” loosens the “Slide clamp” via the “Inverter” mechanics. Only the force of the “Soft spring” holds now the slide in the frame. Because the force of the “Soft spring” is not much, the slide can be inserted or removed easily by the slide loader.

 

 

·      Please do not exceed the allowed slide dimensions; otherwise, the slide clamp may be damaged!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

·       Please check the correct slide tightener’s position in its slot, if the X-Y-Stage unit was inserted and also, if the slide was inserted or removed manually!

 

 

 

       Insert or remove the slide manually

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Slide holding and scan area; SCAN

 

The slide is hold by the specimen holder on the longer, lower edge and with a slide clamp on its upper edge, on the barcode area; see the red lines on the right. As you can see, the definition of the limits X-min and Y-max are critical. X-max and Y-min are given by the maximal usable slide size and are not critical; they could be the slide edge.

 

 

·       Never touch the specimen holder with the objective or the focus pin!

 

 

       Areas of the slide”, “Define the scan area” and “Construction of specimen holders

 

 

 

 

 

Specimen holder; MIDI

 

In its released state the “Assembled arm” is forced by the spring 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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 If the specimen holder is in Y-Home1,2 position and moves in –X-direction the “Assembled arm” is touched from below by the release plate; so the slide is loosened and can be inserted or removed with the slide loader.

 

Attention!

  • Never cross the slide stud with the focus pin or the objective!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Slide holding and scan area; MIDI

 

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 stud is left out automatically from the scan process since the software version 1.14 and needs not to be excluded manually from the scan area (until the SW version 1.16).

 

·       Never touch the slide stud with the objective!

 

 

       Areas of the slide”, “Define the scan area” and “Construction of specimen holders

 

 

 

 

 

 


Specimen holder; DESK

 

Because the slide is inserted manually, this part of the Specimen holder is modified and leading rails for the slide are added.

The user opens the lock by pulling the handle. During inserting the slide manually the slide reaches the cross plate and is then, during shifting the slide, leaded by the leading rails on both sides. The slide movement into the specimen holder is stopped by the slide stud; it holds the slide at its inner, shorter edge. After closing the lock, the shape and construction of the handle and the stud guarantees, that the slide is always inserted well. The lock spring forces the lock and so the slide against the stud. Because there is always a force on the lock and so on the slide also, the slide position will not be changed during the scan process.

 

 

Attention!

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

 

The slide stud in the DESK should be able to hold the thickest allowed slide together with the cover slip. Use the test slide to check the slide stud size in the DESK.

 

 

 

 

 

 

       Allowed slide dimensions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

During opening and closing the lock a brake plate is moved in the brake housing also. The brake housing contains brake grease. This way, if the brake plate moves in the brake housing a mechanical resistance is generated and so, the lock closes slowly.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Slide holding and scan area; DESK

 

The slide is held in the specimen holder by the help of one slide stud on the shorter, inner edge and by the lock handle on the outer, shorter edge. Furthermore, along the longer edges of the slide there are leading rails situated to lead the slide during slide insertion. All this facts should be taken into account if the scan area is defined. The surrounding of the slide stud is left out automatically from the scan process since the software version 1.14 and needs not to be excluded manually from the scan area. If you are working with the service program take care of the focus pin and the objective. 

 

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

 

       Areas of the slide”, “Define the scan area” and “Construction of specimen holders

 

 

 

 

 

 

 

 

Adjustment procedures

Adjustments for the X-Y-carriage unit

 

 

 

The following procedures are described for Pannoramic SCAN especially. In Pannoramic MIDI and Pannoramic DESK the adjustments are logically identical, but some pronunciations like “up or down and left or right, horizontal and vertical” may differ. Please take this into account if you are adjusting DESK or MIDI.

 

Find the hardware limits for the X-carriage

·       This procedure must be done if the scanner unit or the X-Y-stage was changed; the parallelogram was adjusted, the specimen holder mounting was altered or the drive unit was manipulated.

 

 

 

·   Insert a medium large slide (manually) and set the focus motor to 800 steps.

 

 

 

       How to define the hardware limits”, “Insert or remove a slide manually

 

 

 

 

 

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 then +-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 then 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.

 

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

 

 

 

 

 

Find the positive limit in +X-direction

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

 

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

 

10.  Go backward 29700 steps.

 

11.  Press Home1 (only). There should be not more then +-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!

 

12.  If there are not more then 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!

 

13.  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.

 

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

 

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

 

 

 

 

 

Find the hardware limits for the Y-carriage

 

For SCAN:        Move the X-carriage +29000 steps from Home1,2; this way, the slide tightener can not collide with the magazine unit and the focus pin does not collide with the lower edge of the specimen holder.

 

For MIDI:         Move the X-carriage +6400 steps from Home1,2; this way, the focus pin does not collide with the slide stud of the specimen holder.

 

For DESK:        Move the X-carriage +6400 steps from Home1,2; this way, the focus pin does not collide with the slide stud or the slide rails of 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.

 

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

 

 

 

 

Find the positive limit in +Y-direction; MIDI and DESK

 

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 even before the +Y-limit is reached or before the specimen holder will be touched (SCAN, DESK).

 

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

 

  Further information can be found in:   How to define the hardware limits” and “Check or define the hardware limits of the X-Y-stage unit.”

 

 

 

 

 

 

 Important restriction in the SCAN!

 

The possible maximal movement limit of the Y-carriage can not be used in the system as hardware limit because collision of the focus pin holder with the slide clamp (mounting) would occur.

 

 

 

 

·      Move the X-carriage +29000 steps from Home1,2; this way, the slide tightener can not collide with the magazine unit and the focus pin holder does not collide with the lower edge of the specimen holder.

 

·      Move the Y-carriage in direction to the limit “Y-max” until a gap of 0.1mm (= 100 steps) exists between the focus pin holder and the slide clamp (mounting)!

 

       The value is found in the near of 73000 steps

 

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

 

       How to define the hardware limits” and “Check or define the hardware limits of the X-Y-stage unit.

 

 

 

 

 

 

 

Sample scan process

 

 

 

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, mainly if the X-Y-stage is brand new.

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

 

 

 

 Watch video:                       Tissue scan process” (P250)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.

In the tab “Service” select “Microscope control” and check the option “Cross line on image”. In the part of the X-Y-control select a step size of two steps and go upward, until the tissue moves.

Now go in opposite direction and count the clicks until the tissue moves. If more then 3 clicks are required, the hysteresis is too much.

 

       Stitching” and “Exchange the Y-drive unit

 

 

 

 

 

 

 

 

 

 

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 motor 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 shorter.

 

 

 

 

 

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spindle mounting

 

The spindle is glued into the motor axle and fixed with a 1.5mm worm bolt; this guarantees a slippage free connection.

 

Disconnect the spindle

·         Remove the worm bolt by using a 0.9mm hex key wrench.

·         Heat up the spindle mounting until approx. 300º C and

·         Pull out the spindle from the motor axle and remove glue residues from the spindle shaft.

 

To mount the spindle

·         Put some drops LOCTITE 603 glue onto the spindle shaft

·         Insert the spindle shaft into the motor axle’s drilling

·         Insert and tighten the worm bolt

·         Remove unused LOCTITE  glue from the spindle shaft and the motor axle

·         Check and correct the center of the connection; if the motor rotates, the spindle end should stay nearly in the center; minimize the elongation of the spindle end during rotation.

·         The LOCTITE glue should dry up 24 hours before the use of the carriage drive unit.

 

 

 

 

Spindle mounting; since 2014

 

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.

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 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!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Motor’s rotor bearing

 

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 motor axle must not have slippage.

 

To check the slippage of the motor axle manually, use a force of about 3 N. There have no movement to be expired. 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 above “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; mainly 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 must 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.

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 rotor with the service program and listen the sound also; rotate the motor by more ten turns forward and backward some times.

7.      If there can be a sliding or sanding sound listened or the rotor 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 moves the Y-carriage (or any other, connected peripheral) 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 full turn. 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 full turn (because there are 4 threads), it means 800 motor steps.

 

The limits have to be less then 1600 steps in negative direction counted from Home1,2 and less then 1600 steps after 23 full turns of the spindle (if Y-carriage); see also “The 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 any slip of the mechanical drive (to reduce or 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 full turn (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 then or maximal 0.5 turn in distance from the fully compressed spring and the slip (checked after assembly; with the SlideScanner program) is less then or equal to 4 motor steps for the Y-carriage; or less then 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 “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, see above.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dismount the carriage drive unit

 

·     Remove the transport nut mounting bolts from the appropriate carriage.

·   Remove the motor mounting bolts.

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

 

Mount the carriage drive unit

 

1.      Set the motor to Home1,2.

2.      Screw the transport nut onto the spindle some turns.

3.      Insert the carriage drive unit 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.

4.      Remove the transport unit and adjust the position of the transport nut in relation to the carriage mounting more precise by using half turns 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 “The 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 then 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 previous start point of the thread; this way the limit can be adjusted with an accuracy of 800 steps (a ¼ full turn) 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 “Adjustment procedures”.

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.