Hands-on Activity: Rotary Encoders & Human-Computer Interaction

Contributed by: AMPS GK-12 Program, Polytechnic Institute of New York University

A photograph of two students holding the LEGO NXT rotary encoder that is constructed during this activity.
Students learn about rotary encoders
copyright
Copyright © 2013 Paul Phamduy, Polytechnic Institute of NYU

Summary

Students learn about rotary encoders and discover how they operate through hands-on experimentation. Rotary encoders are applied in tools to determine angle measurements and for translations of angular motion. One common rotary encoder application is in a computer's ball-type mouse—the ball itself is a type of rotary encoder. In this activity, students experiment with two rotary encoders, including one from a computer mouse and one created using a LEGO® MINDSTORMS® EV3 kit. They collect data to define and graph the relationship between the motion of the rotary encoder and its output.

Engineering Connection

Engineers must understand existing designs in order to select and integrate the most cutting-edge and efficient technologies available to create state-of-the-art machinery, devices, processes and systems. Rotary encoders are a useful technology to measure rotational motion with a relatively simple mechanism. Although simple in design, rotary encoders have been incorporated in a wide range of applications designed by engineers, particularly mechanical and electrical. Specifically, encoders are used to control height in elevators, speeds in escalators, motorized wheelchairs and wind turbines. Also, they are used to determine angular direction in computer mice, and set a target angle in industrial robotic arms. They are a necessary and useful component to many technological creations that improve our lives.

Pre-Req Knowledge

Students should know the definition of an angle, as well as be comfortable measuring angles in degrees. As necessary, teach students how to measure angles with a protractor and provide time to practice this skill before starting the activity. They should also be comfortable graphing data and converting values from one unit to another.

Learning Objectives

After this activity, students should be able to:

  • Define rotary encoder and explain how one works.
  • Measure and graph the relationship between the angular motion of a rotary encoder and its output based on a linear translation.
  • List examples of how rotary encoders are used in devices and mechanisms.

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Educational Standards

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  • The process of engineering design takes into account a number of factors. (Grades 9 - 12) Details... View more aligned curriculum... Do you agree with this alignment?
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Materials List

Each group needs:

  • 1 computer ball mouse

Note: Computer ball mice can be purchased online at Amazon, Ebay, lessEMF or other resellers for ~$10 each; ball mice, not optical mice, must be used. The mouse should have a USB connection; adapters can be purchased online at Tiger Direct. Tracking mice, with a ball mechanism (not an optical mechanism), will suffice.

For the LEGO MINDSTORMS EV3 rotary encoder demonstration setup: (Note: In advance of the activity, prepare one LEGO MINDSTORMS EV3 rotary encoder for each group.)

Note: This activity can also be conducted with the older (and no longer sold) LEGO MINDSTORMS NXT set instead of EV3; see below for those supplies:

Introduction/Motivation

In today's world, people interact with computers and electronic devices in many of their daily activities. In almost all of these devices, people's physical actions are transmitted through mechanical devices that are interpreted by computers or electrical circuits (see Figure 1). Actions are transmitted through mechanisms via buttons, dials, knobs and punch cards. Then the interpreted information is displayed on the device or fed back to the user so their interactions with the computer can be understood.

Three photos: Illuminated buttons on an electronic device. The face plate of a device shows dials and knobs. A punch card with printed letters and a pattern of holes.
Figure 1. Buttons, dials, knobs and punch cards are examples of transmission mechanisms.
copyright
Copyright © (left to right) 2005 Paul Hudson, Wikimedia Commons {PD} http://commons.wikimedia.org/wiki/File:Buttons_(1).jpg; 2008 Gisling, Wikimedia Commons {PD} http://commons.wikimedia.org/wiki/File:Minox_dials.JPG; Reinhold, Wikimedia Commons {PD} http://commons.wikimedia.org/wiki/File:System_3_punch_card.jpg

Today, we focus on rotary encoders. A rotary encoder is an electro-mechanical device that converts angular position to a linear translation. This might sound complicated, but you are more familiar with the work of rotary encoders than you realize. In the 1990s, transmitting information from a person's actions into a personal computer using a computer mouse became a common use of rotary encoders. The computer mouse can be used to accomplish a great deal of work on the computer by working in a two-dimensional virtual space. Surprisingly, the mechanism of a computer ball mouse, the type of computer mouse with a rolling ball in the base, is simple, having only two rotary encoders. One rotary encoder is for the up-and-down movements on the computer screen and the second is for left-and-right movements.

Two photos: A LEGO rotary encoder, which consists of a LEGO brick at the base, supporting a wheel apparatus at the top that rotates to line up with the angular measurements on the sheet of paper behind the wheel. A computer mouse, upside-down, with the base removed to reveal the parts inside it.
Figure 2. Rotary encoder (left) and exposed computer ball mouse (right)
copyright
Copyright © 2013 Paul Phamduy, Polytechnic Institute of NYU

Vocabulary/Definitions

angular position: A point or location that can be described by an angle.

electro-mechanical device: A device that combines electrical and mechanical processes to operate.

linear translation: Constant movement along a single direction; movement along a straight line.

mouse cursor: A pointer visible on the computer monitor that indicates a position.

pixel: The smallest element in a display device or monitor.

pixel-to-length ratio: The amount of pixels measured for a given physical length traveled by the computer mouse.

rotary encoder : An electro-mechanical device that converts the angular motion of an axle to an analog or digital code.

Procedure

Background

In this activity, a LEGO MINDSTORMS robotic mechanism is used to demonstrate the principles of the rotary encoder using two color sensors. The turning motion of the rotary wheel is translated into a command that changes a counter displayed on the computer. Students measure and record target angles and corresponding computer angles for this setup. As necessary, provide students with a quick review of how to measure angles with a protractor.

Then students use computer mice to explore and quantify the relationship between the motion of the computer mouse and the motion of the mouse cursor visible on the monitor.

Through disassembly of the mouse, students see how moving the rotary encoder affects the mouse cursor on the laptop screen. After reassembly of the mouse, students compare the changes in the computer mouse movement and the mouse cursor movement. Students repeat this experiment for up to 10 lengths of motion, graphing their observations of the computer mouse movement and the mouse cursor movement between trials. To test the mouse/cursor movement relationship, students attach a marker to the mouse to draw on paper while using a drawing program to "draw" the mouse on screen.

To conclude the activity, hold a class discussion on the applications of rotary encoders, and other human-computer interactions. For example, rotary encoders are applied in elevators to calibrate the elevator motors to the height of the building floors, and in wind turbines to measure the speed of the rotating blades and report values to the system controls.

Before the Activity

  • Build a LEGO MINDSTORMS demonstration rotary encoder for each group following the Rotary Encoder Building Instructions and using the Encoder Cutout. Download the Rotary Encoder Display Program (rotaryencoderdisplay.c) on each LEGO MINDSTORMS EV3 brick. Detailed instructions on how to complete this download are provided on the building instructions.
  • Disassemble and reassemble a computer ball mouse to practice identifying the rotary encoder. For help finding the rotary encoders, refer to Figure 4.
  • Perform the full activity by following the steps in the With the Students section to develop the relationship between the movement of the computer mouse and the motion of the mouse cursor.
  • Gather materials and make copies of the Encoder Worksheet and Results and Analysis Worksheet, one each per student.

With the Students

Class Demonstration

  1. Introduce the concept of rotary encoders and ask each student group to refer to their LEGO MINDSTORMS rotary encoder.
  2. Explain to students that by using two encoders, the position of the wheel on the demonstration encoder can be accurately determined.
  3. Help students turn on the Rotary Encoder Display Program (rotaryencoderdisplay.c) on the LEGO EV3. Go to: LEGO EV3 > My Files > Software Files>rotaryencoderdisplay > Run.
  4. The program automatically increases in +6 degrees increments; slightly turn the wheel so that the angle increases by +6 degrees for a counterclockwise turn. Direct students to turn the wheel to observe how the program changes the displayed angle, as the wheel turns. Refer to Figure 3 to see how the angle on the rotary encoder wheel (left) and the corresponding "angles" on the LEGO MINDSTORMS brick (right) are displayed, differently, in this case, because of the +6 degrees of change.
  5. Explain that the +6 degrees of change comes from the resolution of the device. In engineering, measurements can only give a very close approximation of a physical quantity; some measurement error will always exist. For example, engineers can measure distance in several ways, including the use of a ruler. However to get a more accurate measurement, many engineers and scientists use a caliper or laser.
  6. Explain to students that if they choose a number such as 31, the display might show only 30 or 36 because those numbers are multiples of 6 (again, refer to Figure 3).
    Two photos. To measure angles, the wheel component is turned so that the arrow points to ~ 84 94 degrees. The LEGO brick display screen reads "angle: 90."
    Figure 3. LEGO EV3 rotary encoder angle measurement.
    copyright
    Copyright © 2013 Paul Phamduy, Polytechnic Institute of NYU

Class Demonstration: Prediction

  1. Ask students to select an angle at random to be the target on the demonstration encoder, which is the large wheel component made from the paper and the manila folder; have them record this predicted value as the "Predicted Angle" on their Encoder Worksheets.
  2. Have students turn the encoder (the wheel) to the predicted angle and notice that the MINDSTORMS EV3 Brick displays the computer angle.

Class Demonstration: Data Collection

  • Students read and record the "Computer Angle" value displayed on the Brick on their worksheets. (Note: Students later comment on their findings on the Results and Analysis Worksheets.)

Class Demonstration: Discussion

  • Students calculate the percent error value following the instructions in the activity sheet. Ask students for their percent error value. Explain that having minimal error is best for engineering designs. For example, if a rotary encoder has a value of 1% for the percent error, and if it was used in an elevator to move people to the 100th floor, it would deliver people to the 99th floor.

Discovery Phase

  1. Have students disassemble the computer ball mouse to identify the rotary encoder inside.
  2. Instruct students to sketch on their worksheets diagrams of the computer ball mouse. Draw in the rotary encoder and label it in the diagram. (Note: Refer to Figure 4 for assistance in identifying the rotary encoders.)
    A photo of the inside of a computer ball mouse. The mouse is upside down, and the outside base panel has been removed to show all the parts and mechanisms inside the mouse.  There are two circular disks near the center that are labeled as the rotary encoders.
    Figure 4. The rotary encoders in a computer ball mouse.
    copyright
    Copyright © 2013 Paul Phamduy, Polytechnic Institute of NYU

Data Collection Phase

  1. Have students reassemble the computer ball mouse.
  2. Direct students to turn on their laptops and plug the computer ball mouse into a USB port. Open a web browser and go to: http://www.fossiltoys.com/pixel-screen-ruler.html, which provides an onscreen pixel ruler.
  3. Have students place their worksheet with the six-inch drawn line on top of their mouse pads (or alternatively, use the sheet of paper as their mouse pad). Align the cord of the mouse with the 0 on the line drawn on the worksheet, and move the cursor to point at the 0 position on the onscreen pixel ruler.
  4. Tell students to move their mouse from 0 to 1 inch, and observe the change in the cursor placement on screen. Have them record the distance their mouse moved on screen (in pixels) on their worksheets. (Note: At this point, advise students not to assume they know what is going to happen; the results are surprising.)
  5. Instruct students to repeat step #4 of this section for all lengths 1, 2, 3, 4, and 5 inches, and graph the collected data in the space provided on their worksheets.

Qualitative Data Collection Phase

  1. Direct students to use duct tape to attach a marker to their mouses in such a way that the mouse/marker draws on a paper below the mouse when moved (see Figure 5).
  2. Have students open a drawing program (such as Windows Paint® or GIMP) on their laptops and set the computer mouse, with the attached marker, on a blank sheet of paper. Using their mouse, instruct one student to draw as they normally would, while the marker simultaneously draws on the paper. Have students take turns drawing something on their laptops. Have students reflect on the results on their Results and Analysis Worksheets.
    Three photos: A blue dry-erase marker attached to a computer mouse. A drawing of a car and an airplane created by using the marker/mouse. A drawing of a car and an airplane, created using a computer-based drawing program.
    Figure 5. Conversion of hand motions into the computer.
    copyright
    Copyright © 2013 Paul Phamduy, Polytechnic Institute of NYU

Attachments

Investigating Questions

Would the rotary encoder work for any other shapes, such as a square? (Answer: No, a square would cause some problems, such as uneven slits, weak encasing cover due to shape, or might not even register on the encoder depending on the slit location.)

How do you think rotary encoders are applied in elevators and fans? (Answer: An elevator regulates the distance of the elevator box as the motor turns. A fan can regulate the speed of the blades with an encoder.)

Assessment

Pre-Activity Assessment

Pre-Activity Worksheet: To assess students' prior knowledge of rotary encoders and angle measurements, have them complete the Rotary Encoders Pre-Activity Worksheet.

Question/Answer: To get students to begin thinking about the function of rotary encoders, ask them the following questions:

  • What factors might determine how people interact with computers. (Possible answers: Efficiency of an interface to help people perform tasks, ease of use of computer software, and reliability of the hardware device.)
  • How would elevators know the exact location to open doors, or how does a computer mouse know where to position the cursor. (Answer: Rotary encoder.)

Activity Embedded Assessment

Activity Worksheet: While students work on the activity, move around the room and observe their progress on the Encoder Worksheet. Ask students what factors might change the pixel-to-length ratio, meaning the amount of pixels in a given length that the mouse moves during the activity. (Example answers: Paper or table surface roughness, computer screen size, computer mouse translation code, speed of the measurement, and steadiness of the human hand.)

Post-Activity Assessment

Results and Analysis Worksheet: To assess students' understanding of rotary encoders, how they function and how they are used, as well as angle measurements, have them complete the Results and Analysis Worksheet. This worksheet also asks students to report their findings from their experiments by explaining the relationships between the motion of the rotary encoders and the corresponding output.

Activity Extensions

Conduct the Ding! Going Up? Elevators and Engineering activity.

Contributors

Paul Phamduy; Chris Leung; Janet Yowell

Copyright

© 2013 by Regents of the University of Colorado; original © 2013 Polytechnic Institute of New York University

Supporting Program

AMPS GK-12 Program, Polytechnic Institute of New York University

Acknowledgements

This activity was developed by the Applying Mechatronics to Promote Science (AMPS) Program funded by National Science Foundation GK-12 grant no. 0741714. However, these contents do not necessarily represent the policies of the NSF, and you should not assume endorsement by the federal government.

Last modified: August 31, 2017

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