When I built my Mendel I used A3977 stepper drivers. Before that I did some maths to show that the component values need to be carefully selected to match the motor in order to achieve 8× microstepping. Makerbot produced a board with four potentiometers and I published settings for motors popular at the time.
Since then Pololu stepper drivers have become popular (and the StepStick clone), but they only have one thing that you can adjust: the current. They also have 16× microstepping, which makes the range of component values that work even smaller. I was always pretty sure the off-time would be wrong for the motors we use and while commissioning my second Mendel90 I could hear that it was wrong, so I decided to look into it.
When stepping one motor at a constant speed you should hear a single pitch at the step rate. If the off-time is too short then the lowest current microsteps cannot be achieved, the motor pauses twice every 16 microsteps so you hear a lower pitch sound as well.
If you step the motor very slowly (G1X10F1) you can hear a sequence of steps with a pause.
The reason for this is that the lowest current step when ×16 microstepping is 9.8%. If the current is set to 1A then that is only 98mA. The minimum on-time for the chip is fixed at 1μs and my formula predicts the off-time needs to be at least 54μs with 1.65Ω motors. That would require a 47k resistor but the value fitted is only 10K. That gives an off time of 12μs which isn't even long enough for 8× microstepping. The situation is even worse on the Z axis with two motors in parallel.
The problem with increasing the resistor to 47k is that the switching frequency drops to 14kHz, which is audible. So my conclusion is that the A4983 is not really suitable for driving such low resistance motors. The A3977 allows you to control the minimum on-time so you can avoid the switching frequency becoming too low.
Later Pololus and some StepSticks use the A4988 chip. That has an interesting section in the datasheet: -
Low Current Microstepping. Intended for applications where the minimum on-time prevents the output current from regulating to the programmed current level at low current steps. To prevent this, the device can be set to operate in Mixed decay mode on both rising and falling portions of the current waveform. This feature is implemented by shorting the ROSC pin to ground. In this state, the off-time is internally set to 30 μs.
Conceptually an easy mod to do, simply short out R4, but due to the size and location of the resistor and the age of my eyes it was not at all easy. I applied the mod to a StepStick and it worked, the steps are now regular, no missing beats. Running is a bit quieter but I think the motors are more noisy when stationary. More investigation is needed.
What to do with my A4983 Pololus? Well if I increase the current to 1.3A and change the resistor to 36K then the minimum frequency is 17kHz, which is ultrasonic to me nowadays due to the age of my ears. Alternatively switching to 8× microstepping and using a 22K resistor keeps it above 30kHz and the current can be 1A.
I don't think constant off-time choppers are the best idea. The current range is too limited and the switching frequency varies wildly. As the two halves of the chip run at different frequencies they can generate beat frequencies in the audio band.
The other thing I don't like is that they regulate the peak current so there is an offset of half the ripple current which can make the first step inaccurate.
Most boards I have seen using the A3977 and similar chips just have a current adjustment, with all the other values fixed. Unless you strike lucky this is not going to allow accurate microstepping because the off time and PFD need to be adjusted to suit the motor and supply voltage.
A while ago Zach sent me samples of the prototype V3 stepper controller kits and the NEMA17 motors used on the MakerBot. I made up the board using my SMT oven (pizza oven controlled by HydraRaptor, more on that later).
It works well, but the initial component values are not optimum for the motor, so I decided to make a test bench from the older prototype board that I have been experimenting with. I RepRapped a chassis for it with a panel to mount some switches to vary the timing components.
The chassis is one of the biggest parts I have made, not in volume, but in overall expanse. It warped a little, despite being PLA, heated bed coming soon!
The switch on the left must be at least 20 years old and the one on the right more than 40 but they both still work fine. I save all this junk and eventually it comes in handy.
I also have potentiometers on Vref and PFD, so together with a bench PSU and a signal generator I can vary every parameter.
I knocked up a label on a 2D printer, it's so much easier to make this sort of thing than it was when the switches were born!
Zach has updated the board to have four preset potentiometers to make it fully adjustable. There are test points to allow the pots to be set to prescribed values with a multi-meter.
Vref and PFD can be measured as a voltage, but the two RT values have to be set by measuring resistance with the power off. My multimeter seems to give accurate readings of these despite them being in circuit. A good tip is to measure the resistance with both polarities and if it reads the same either way round then it is most likely the chip is not affecting the reading.
So here is a list of motors and optimised settings: -
MakerBot Kysan SKU1123029 NEMA17
This is the motor that MakerBot use for the axis drive on the Cupcake, details here. It is actually a 14V motor, so is not ideally suited to being driven from a 12V chopper drive. You normally want the motor voltage to be substantially lower than the supply.
You can't run it at its full current because the duty cycle would tend to 100%. With a fixed off-time, the on-time tends towards infinity and the frequency drops into the audio range.In practice I found the maximum current at 12V was 0.3A, any higher and the microstepping waveform was distorted on the leading edge due to the current not being able to rise fast enough.
To maintain the sinusoidal waveform at faster step rates requires the current to be lowered further, 0.25A gives a good compromise. It is not a bad idea to under run steppers anyway, otherwise they can get too hot for contact with plastic.
I used the minimum values for CT and RT, i.e. 470pF and 12K to keep the chopping frequency as high as possible, so that it is outside of the audio range. Not only is this a good idea to keep it quiet when idling, but also you want it much higher than your stepping frequency, otherwise they beat with each other.
The values give a minimum frequency of ~17kHz @ 0.3A and a maximum of ~150kHz on the lowest microstep value.17kHz is not audible to me, but younger people might be able to hear it. There is still some audible noise at the point in the cycle when both coils have similar currents and so similar high frequencies. The beat frequency, which is the difference of the two, is then in the audio range. It isn't anywhere near as loud as when the chopping is in the audio range though.
I can't see any spec for the maximum switching frequency although a couple of parameters are given at less than 50kHz. I suspect 150kHz is a bit on the high side, which would increase switching losses, but with such a low current compared to the rating of the chip I don't think it is a problem.
One problem I had initially was that the switching waveform was unstable. It had cycles with a shorter on-time than required, which let the current fall until it then did a long cycle to catch up. The long cycle gave a low frequency that was back in the audio range.
I think it was a consequence of the motor needing a very short off-time in order to be able to have the duty cycle nearly 100%. The current hardly falls during the off period, so a little noise due to ringing can trigger it to turn off too early. It is not helped by using the minimum blank time. I fixed it by putting 1uF capacitors across the sense resistors.
The PFD value is best set to 100% fast decay with this motor.
It works better with a 24V supply. The full 0.4A current can be achieved (but it gets much hotter of course) and it maintains microstepping accuracy at higher step rates than it does on 12V.
MakerBot Lin SKU4118S-62-07 NEMA17
This is the NEMA17 that MakerBot used to supply. It is at the opposite extreme compared to the one above, i.e. it is a very low voltage motor, only 2V @ 2.5A. As mentioned before, this causes a couple of issues: -
The inductance is so low that the ripple current is significant compared to the lowest current microstep, causing positional errors. OK at 2A, but gets worse with lower currents.
It is difficult to get 2.5A from the A3977 without it overheating. The PCB layout has to be very good. The datasheet recommends 2oz copper and four layers. 2A is no problem and that is the maximum with the 0.25Ω sense resistors fitted to the board.
At 2A the motor runs at about 40°C, so just about OK for use with PLA. The chip gets a lot hotter, about 77°C measured on the ground pins.
I used a value of 56K for RT and 2.1V on PFD. To some extent the optimum PFD value depends on how fast you want it to go.
Motion Control FL42STH47-1684A-01 NEMA17
This is the recommended motor for the Mendel extruder, details here. After buying a couple of these a friend pointed out that Zapp Automation do the same motor with dual shafts for about half the price!
This is a high torque motor so it is longer and heavier than the previous two NEMA17s. Electrically it is in the sweet spot for the A3977 with a 12V supply. The A3977 can easily provide the full current and the switching frequency doesn't have wild fluctuations or drop into the audio range.
When microstepped at 1.7A it gets to about 43°C but the chip only gets to 56°C.
I used 39K for RT and 0V on PFD, i.e. 100% fast decay.
I have high hopes for this motor as a replacement for the one above that is in my extruder currently. It should give me almost twice the torque and has the correct sized shaft, i.e. 5mm. The Lin and Kysan motors both have imperial shaft sizes which caught me out as I drilled the worm gear for 5mm thinking NEMA17 specified that, but it must just be the frame dimensions.
MakerBot Keling KL23H251-24-8B NEMA23
This is the motor I used on my Darwin. It has 8 wires so it can be connected in bipolar serial or parallel. Series has the advantage that the full torque can be achieved with 1.7A which is easily within the range of the A3977. Parallel has one quarter of the inductance so torque will fall off with speed four times slower. To get full torque 3.4A is needed but I found 1A was enough for the X and Y axes. I think Z needs more torque but my z-axis uses different motors so I don't know how much.
An RT value of 56K is fine for currents in the range 1-2A. PFD is best at 0v, i.e. 100% fast decay.
Having set the correct off time to suit my motor I can now micro step it with equal spaced steps, but only if I disable the mixed decay mode.
When the chopper switches off it can do it two ways. It can turn on both low side transistors. That short circuits the motor and lets the current recirculate. If the coil was a perfect inductor and the transistors perfect switches, the current would circulate forever and you would have a superconducting magnet. Real coils and transistors have some resistance, which causes the current to decay, but as these are relatively small the mode is called slow decay.
This is fine and efficient until you take the motor's back emf into account. During the rising part of the sine wave the magnet is moving towards the pole piece, so it generates a voltage that causes the current to fall faster. The on time gets longer to compensate and all is well.
On the trailing edge of the sine curve the magnet has gone past the pole piece and generates a voltage that increases the current in the coil. If it is going fast enough it can mean that the current doesn't fall at all during the slow decay period. As I showed previously that can cause a severely distorted waveform which makes the motor noisy.
The Allegro chips offer a mixed decay mode, where they switch to fast decay for part of the chopping cycle on the downward half of the sine curve. In fast decay mode one low side and one high side transistor turn on and reverse the voltage across the motor. That overcomes the BEMF and causes the current to fall much faster. It also returns current to the supply rail, which can upset some power supplies if there isn't some other load to absorb it.
Mixed decay gives a current waveform like this: -
The off time is fixed, so the current falls further making the ripple greater. If you set the percentage fast decay to give a clean waveform at your top speed, then the ripple increases at slower speeds. It is maximum when stationary, when there is no BEMF and fast decay is not required at all.
The problem is that the target current is the trip point of the comparator, so it is the peak of the chopping waveform. That means the average current is less by half the ripple current giving a positional error.
With the low inductance motor I am using, the ripple current has a large amplitude, so the error introduced when the motor is stationary is about the same as a micro step. That means the first step with fast decay is about twice as big as it should be and the last step is virtually zero.
With the A3977 I can disable fast decay and the steps are fairly even, but fast running is then distorted. The PFD setting needs to change with speed.
With the A3983 that I have used on my new extruder controller the PFD setting is fixed at 31.25%. That means I can't get evenly spaced microsteps with the NEMA17's that I have, when running slowly. Not a big problem with the extruder because I plan to gear it down 40:1, which means one micro step is only about 0.02mm. I am only using microstepping to give smooth motion rather than extra resolution.
The problem is exaggerated because not only am I using a low inductance motor, but I am also trying to run it at 1A, whereas it is rated for 2.5A. At 2.5A the off time would be about 2.5 times smaller, so the ripple would be 2.5 times less. The steps in the current waveform would be 2.5 times bigger, so the distortion would be reduced by 6.25 times. As it is about one microstep now, it would reduce to 1/6th of a microstep, so would be acceptable. The temperature rise would then be 6.25 times greater of course.
I was planning to use A3977s for my axis control though, where positional accuracy is important. I am beginning to think I will be better off just using dual H-bridges and doing the rest in software using a powerful micro with a fast ADC.
To be able to cope with a wide variety of motors you need to change the current, the off time setting and the percentage of fast decay. You also need to take the ripple current amplitude into account to control the average current, rather than the peak. All these things could be automated with a software solution.
In a previous post I showed the pitfalls of constant off time choppers like the A3977. Basically you have to set the off time long enough to be able to deliver the lowest current step of the microstepping, otherwise the steps are not equally spaced.
Forrest raised the point of how do you do that without a scope. It is fairly easy to calculate from the target current, supply voltage and motor resistance using nothing more complex than Ohm's law. It did take me a few days to come up with a formula that matched my measurements, but that was because I was accidentally running the chip without synchronous rectification enabled.
The motor current is equal to the reference voltage divided by 8 times the sense resistor. The maximum sense voltage is 0.5V, so a sensible value for the sense resistors is 0.2Ω, giving 2.5A maximum with 4V at the reference pin. My lash up uses two 0.5Ω resistors in parallel giving a 2A maximum.
The minimum current required on the first step of the microstep will be I × sin(π/2n), where n is the number of microsteps. In this case n is 8 so the smallest current step is 19.5% of the full current. To calculate the minimum off time needed we need to be able to work out what the duty cycle will be to get a given current.
Here is what the sense resistor waveform looks like when the current is set to 1A and the motor is stationary. The on period is 3μS and the off period is 20μS. The supply voltage is 12V.
The sloping top of the waveform is actually an exponential curve, but at this scale it is very close to linear and to simplify the calculations I have just used the average value.
So we know that 1A flows from the supply for every 3 out of 23μS. That gives an average current from the supply of 1A × 3 /23 = 130mA. Indeed the supply current measures 260mA as there are two coils energised (I set it to full step mode to make this measurement).
When the chopper is on energy flows into the inductance of the motor, increasing its magnetic field slightly. During the off time the current flows in a loop consisting of the motor and the two low side transistors. Power is dissipated by the motor's resistance, so it loses energy by its magnetic field decreasing slightly. We can calculate the duty cycle by reasoning that the energy going in during the on state must equal the energy coming out in the off state.
The motor is a Lin 4118S-62-07 NEMA17 motor I got from Makerbot. It has a coil resistance of only 0.8Ω. That means the resistance of the sense resistor and the on resistance of the FETs in the chip are significant in the calculation.
During the on state current flows through one top transistor, the coil, one bottom transistor and the sense resistor. All the resistances convert electricity to heat so the power going into the magnetic field is the power drawn from the supply minus the resistive losses in the circuit. Power = VI or I2R, Energy = PT.
So we have (Vsupply × I - I2 × (Rmotor + Rsense + RDS(on) source +RDS(on) sink)) × Ton.
In this example (12 - (0.8 + 0.25 + 0.36 + 0.45)) * 3 = 30.4 μJ.
During the off state the current flows through the motor resistance and two low side transistors, so the energy lost is: I2 × (Rmotor + 2 × RDS(on) sink) × Toff.
In this example (0.8 + 2 × 0.36) × 20 = 30.4 μJ, so theory matches practice (using typical values from the datasheet for RDS(on)), always very satisfying.
So if we call the total resistance in the circuit with the switch on Ron and the total when it is off Roff we have: -
For our example if we set the minimum Ton (Tblank) to be 1μS, I = 0.195A, so Toff is 39μS.
At 1A Ton will then be ~6μS. So the minimum chopping frequency will be ~22kHz and the maximum will be 25kHz.
CT = Tblank / 1400 = 714pF, so use 680pF. RT= Toff / CT =58K, so use 62K.
So in conclusion using the simple formulas above it is easy to calculate the correct values for a given motor, supply voltage and minimum current. I wish the datasheet and apps note had included this formula.
Having established that I want to move to a stepper driven extruder I set about designing a new extruder controller for HydraRaptor. I fancied using one of the Allegro micro-stepping chopper drivers.
With these chips there are a few things you can adjust by changing component values, like the off time, minimum on time and percentage fast decay. The data sheet explains what they do and gives the formulas but it's not obvious what you should set them to for a particular motor.
Not having any previous experience with Allegro drivers I decided I needed to knock up an evaluation circuit. Fortuitously Zach had sent me some PCBs a long time ago that were his first version of the Stepper Motor Driver v2.0. They used the PLCC version of the A3977.
PLCC packages were a bit of a halfway house between through hole and surface mount. They have leads which come out of the side and then curl underneath.
They are handy for programmable devices because you can either surface mount them or put them in sockets (which can be either SMT or through hole). The problem with them in this application is that using a socket is not recommended for current and heat dissipation reasons.
That makes the package a worst of both worlds solution. It is big and bulky like through hole parts but still difficult to hand solder because the pins are underneath. The surface mount version of the A3977 is a fine pitch (0.65mm) TSSOP with a heat slug underneath, so again not easy to solder by hand, it really needs to be done by the solder paste and oven / hotplate method.
Zach moved to the A3982 on subsequent versions, which is easy to hand solder because it is in a SOIC package with 1.27mm pitch. It also has a lower external component count. The down side is that it does not do micro stepping and is only 2A rather than 2.5A. I will probably use the A3983 (which is like the A3982 plus micro stepping and in a TSSOP package).
I managed to hand solder the PLCC at my second attempt. My first attempt had a short, which damaged the chip. I damaged the board removing it (with a cutting disk), so I had to start again on a second PCB. Lots of cursing! The lesson is always to meter a PLCC for sorts before powering up as you can't see shorts underneath it.
Here is my test lash up: -
I can set the step rate with a signal generator, vary the supply voltage from 8 to 35V, see the temperature of the chip and look at the current waveform on a scope .
The initial results were disappointing due to a couple of problems: -
The first was that the chopping occasionally had glitches in it. With the motor stationary I could hear it clicking, and with a scope I could see some cycles shorter than they should be. It got worse with higher supply voltages. At low speeds it did not make much difference, but it did lower the maximum speed. I tracked it down to a lack of high frequency decoupling on the 12V rail. I added a 220nF de-coupler close to the chip and the problem went away. Adding it further from the chip actually made it worse.
The next problem was that the microstepping was very uneven. I had noticed that same effect with the z-axis of my Darwin using the $800 microstepping drivers (that I got cheap) that I use on HydraRaptor. At the time I put it down to the small, large step angle tin can motors I was using at the time not being very linear. When I moved to larger 7.5° tin can motors I still had the same problem, and even with the Keling NEMA23 1.8° motors it did not seem right. This puzzled me because they are very similar to the NEMA23 motors on HydraRaptor, which work well with the same drivers. The shaft encoders have the same resolution as the ×10 microstepping and they are always spot on or one count out, so pretty linear.
With the A3977 it is easy to get an idea of the current waveform of the motor by measuring the voltage on the sense resistors. It should be a stepped sine wave like this: -
Regardless of which way the coil is energised, the current flows to ground through the sense resistor, so the waveform looks like a full wave rectified sine wave. The current only flows in the sense resistor when the chopper is in the on state though. In the off state the current is circulating through the coil and the bottom two transistors of the H-bridge, so the current in the resistor is zero. That is why there is a bright line along the X-axis. On the falling edge of the wave you can see the sense current goes negative. That is because the chip switches to fast decay mode. When the chopper is in the off state, instead of short circuiting the coil, it reverses the voltage on it, causing the current to flow backwards through the sense resistor onto the supply rail. It only spends part of the switching cycle in fast decay so you see positive current, a lot of zero and some negative current, hence the relative brightness of the lines. This is a case where an analogue scope gives you more information than a digital one.
Initially the waveform looked like this, it was somewhat distorted: -
The current rises too quickly at the start of the waveform. The chopper has a constant off time (20uS in this case) and varies the current by changing the on time simply by turning it on until it reaches the target value. But, there is a minimum on time of about 1.4uS, called the blanking period. During that time it ignores the current sense signal to avoid false readings due to ringing on the switching waveform. That means there is a minimum mark space ratio of 1.4 : 21.4 in this case. That sets a minimum current, which also depends on the ratio of the supply voltage to the motor voltage. If this minimum current is more than the lowest microstep value (19.5% of the peak for 1/8 steps) then you get a distorted waveform as above, and the steps are uneven.
To fix it you can lower the supply voltage, raise the current setting or increase the off time. The latter reduces the chopping frequency. If it is below about 15 kHz it will be audible when the motor is stationary. It can also start to beat with the stepping frequency when running at high speeds, particularly when micro stepping, as the step rate is n times faster.
This form of distortion is analogous to crossover distortion on a class B audio amp. You can also get the equivalent of clipping if you use a high voltage motor on a low supply voltage. If the current setting is set to a value which is more than the motor will draw when connected to the supply, then the top of the waveform is flattened off and again the microsteps will be uneven.
Yet another form of distortion occurs when running at high speed: -
Here the back EMF from the motor acting as a generator is preventing the current from falling fast enough to follow the sine wave. This can be fixed by increasing the Percentage of Fast Decay, set by the voltage on the PFD pin. If there is too much you get excessive ripple as shown here: -
For a particular speed and motor there is a sweet spot which sounds audibly quieter: -
So setting up a microstepping drive is not straight forward unless you have an oscilloscope. You can tune the PFD by ear though, as this video demonstrates: -
You can also see the other forms of distortion if you attach a long pointer and step it round slowly.
Another lesson is that you cannot simply just set the current to accommodate different types of motor. You really need to be able change the off time and the PFD as well, especially if you use different supply voltages.
So I solved the mystery of why microstepping does not work well with the expensive drives on my Darwin. They are rated at 7A but I am only using them at 1A, I am also using low voltage motors on a 36V supply. I bet it is a constant off time chopper and the minimum current is too high.
