TOOLS
Take a look at the tools in your garage or workshop. You probably already have all the
implements required to build your own robot. Unless your robot designs require a great
deal of precision (and most hobby robots don’t), a common assortment of hand tools is all
that’s really needed to construct robot bodies, arms, drive systems, and more. Most of the
hardware, parts, and supplies you need are also things you probably already have, left over
from old projects around the house. You can readily purchase the pieces you don’t have at
a hardware store, a few specialty stores around town, or through the mail.
This chapter discusses the basic tools for hobby robot building and how you might use
them. You should consider this chapter only as a guide; suggestions for tools are just that—
suggestions. By no means should you feel that you must own each tool or have on hand all
the parts and supplies mentioned in this chapter. You may have tools that you like to use
that aren’t listed in this chapter. Once again, the concept behind this book is to provide you
with the know-how to build robots from discrete modules. In keeping with that open-ended
design, you are free to exchange parts in the modules as you see fit. Some supplies and
parts may not be readily available to you, so it’s up to you to consider alternatives and how
to work them into your design. Ultimately, it will be your task to take a trip to the hardware
store, collect the items you need, and hammer out a unique creation that’s all your own.
When building a robot, there should be one overriding concern and that is the safety of you
and the other people building the robot. A momentary distraction or a few seconds of carelessness
can lead to you or somebody else being seriously hurt. There are a few simple rules
to follow when building robots to make sure that everyone is safe and, even if accidents happen,
to minimize the chances for injuries.
1. Always wear safety glasses. There are a variety of different safety glasses available.
Make sure you get ones that have shatterproof glass and side protection. If you wear
glasses, use safety glasses that fit over your regular glasses or have a pair made with
impact-resistant lenses and side shields.
2. Never disable or take off tool safety devices. This apparatus may seem to make the
work more difficult and harder to observe, but they are there for a purpose. If doing the
work seems to be particularly onerous due to the safety devices, then chances are you
are not using the tool correctly.
3. Always work in a well-ventilated area. Some tools or building processes output gases
that are not normally toxic, but in a closed environment can be dangerous. If you are
working in a garage, it is a good idea to install a bathroom exhaust fan.
4. Never work without somebody nearby. There will be times when you work on your
own, but make sure there is somebody you can call out to if there is a problem—never
work alone in a house.
5. If something goes wrong, take a few minutes to figure out what was its root cause
and how to either fix it or prevent it from happening again later. Try to avoid getting
frustrated or angry at the work and instead go back and fix the reasons for the problem.
6. Practical jokes have no place in a workshop. Things that seem funny at the spur of
the moment can unleash a catastrophic chain of events.
7. Keep a fire extinguisher in the work area. Cutting tools can throw off sparks or raise
the temperature of materials to the flashpoint of wood and paper. Soldering irons, by
definition, are very hot. Short-circuited batteries can become extremely hot and their
casings catch fire.
8. Make sure there is a telephone close by. Ideally “911” should be programmed into it.
The most important rule is to never use a tool unless you are trained in its operation and
understand all the safety issues. The same goes for chemicals; even apparently benign compounds
can become dangerous with the right set of circumstances. Make sure you read and
are familiar with all manuals, material safety sheets, and any plan notes before starting work.
Following these simple rules and properly preparing to do the work will greatly minimize
the chances of somebody getting hurt.
You’ll need a worktable to construct the mechanisms and electronic circuits of your robots.
The garage is an ideal location because it affords you the freedom to cut and drill wood, metal, and plastic without worrying about getting pieces in the carpet or tracking filings and
sanding dust throughout the house. The garage is also good because it will minimize any
trapped paint or chemical smells, and on those occasions when you burn out an electrical
or electronic device, the house won’t take on the smell of a store having a fire sale. Your
new hobby will be better tolerated and even encouraged if it does not result in extra work
or inconvenience for anyone you live with.
In whatever space you choose to set up your robot lab, make sure all your tools are within
easy reach. You can keep special tools and supplies in an inexpensive fishing tackle box. It
provides lots of small compartments for screws and other parts. For best results, your work
space should be an area where the robot-in-progress will not be disturbed if you have to leave
it for several hours or several days, as will usually be the case. It should go without saying that
the worktable and any power tools should also be off limits or inaccessible to young children.
Good lighting is a must. Both mechanical and electronic assembly requires detail work,
and you will need good lighting to see everything properly. Supplement overhead lights
with a 60-W desk lamp. You’ll be crouched over the worktable for hours at a time, so a comfortable
chair or stool is a must. Be sure you adjust the seat for the height of the worktable.
It’s not a bad idea to set up your workshop with a networked PC and a phone to be electronically
connected to the outside world as well as the systems within your house. Being
able to talk to other people (either by phone or the Internet) will be useful, especially if you
are having a problem and have the material and tools right in front of you. A PC networked
to other PCs in the house could be used for displaying design drawings produced on
another computer or allowing you to perform a quick web search for information. Remember
to protect the PC and phone from dust and filings that could become airborne when
material is being cut.
Construction tools are what you use to fashion the frame and other mechanical parts (or
structure) of the robot. We will look at the tools needed to assemble the electronics later in
this chapter.
The basic tools for creating a robot include:
- Claw hammer. These can be used for just about any purpose.
- Rubber mallet. For gently bashing together pieces that resist being joined, nothing beats
a rubber mallet; it is also useful for forming sheet metal.
- Measurement tools. You should have a variety of metal scales, wood and plastic rulers
all of varying lengths, as well as a cheap analog dial or digital calipers. You may also want
to keep a drill diameter gauge handy along with tools for measuring screw diameters and
pitches. Finally, kitchen and fishing scales are useful tools for keeping track of how much
the robot is going to weigh.
- Screwdriver assortment. Have several sizes of flat-head and Phillips-head screwdrivers.
It’s also handy to have a few long-blade screwdrivers, as well as a ratchet driver. Get a
screwdriver magnetizer/demagnetizer; it lets you magnetize the blade so it attracts and
holds screws for easier assembly.
Hacksaw. To cut anything, the hacksaw is the staple of the robot builder. Buy an assortment
of blades. Coarse-tooth blades are good for wood and PVC pipe plastic; fine-tooth
blades are good for copper, aluminum, and light-gauge steel.
- Hacksaw. To cut anything, the hacksaw is the staple of the robot builder. Buy an assortment
of blades. Coarse-tooth blades are good for wood and PVC pipe plastic; fine-tooth
blades are good for copper, aluminum, and light-gauge steel.
- Miter box. To cut straight lines, buy a good miter box and attach it to your worktable
(avoid wood miter boxes; they don’t last). You’ll also use the box to cut stock at near-perfect
45° angles, which is helpful when building robot frames.
- Wrenches, all types. Adjustable wrenches are helpful additions to the shop but careless
use can strip nuts. The same goes for long-nosed pliers, which are useful for getting at
hard-to-reach places. One or two pairs of Vise-Grips will help you hold pieces for cutting
and sanding. A set of nut drivers will make it easy to attach nuts to bolts.
- Measuring tape. A 6- or 8-ft steel measuring tape is a good length to choose. Also get
a cloth measuring tape at a fabric store so you can measure things like chain and cable
lengths.
- Square. You’ll need one to make sure that pieces you cut and assemble from wood, plastic,
and metal are square.
- File assortment. Files will enable you to smooth the rough edges of cut wood, metal,
and plastic (particularly important when you are working with metal because the sharp,
unfinished edges can cut you).
- Motor drill. Get one that has a variable speed control (reversing is nice but not
absolutely necessary). If the drill you have isn’t variable speed, buy a variable speed control
for it. You need to slow the drill when working with metal and plastic. A fast drill
motor is good for wood only. The size of the chuck is not important since most of the
drill bits you’ll be using will fit a standard
-in chuck.
- Drill bit assortment. Use good sharp ones only. If yours are dull, have them sharpened
(or do it yourself with a drill bit sharpening device), or buy a new set.
- Vise. A vise is essential for holding parts while you drill, nail, and otherwise torment
them. An extra large vise isn’t required, but you should get one that’s big enough to handle
the size of the pieces you’ll be working with. A rule of thumb: a vice that can’t close
around a 2-in block of metal or wood is too small.
- Safety goggles. Wear them when hammering, cutting, and drilling as well as any other
time when flying debris could get in your eyes. Be sure you use the goggles. A shred of
aluminum sprayed from a drill bit while drilling a hole can rip through your eye, permanently
blinding you. No robot project is worth that.
If you plan to build your robots from wood, you may want to consider adding rasps,
wood files, coping saws, and other woodworking tools to your toolbox. Working with plastic
requires a few extra tools as well, including a burnishing wheel to smooth the edges of
the cut plastic (the flame from a cigarette lighter also works but is harder to control), a strip-heater
for bending, and special plastic drill bits. These bits have a modified tip that isn’t as
likely to rip through the plastic material. Small plastic parts can be cut and scored using a
sharp razor knife or razor saw, both of which are available at hobby stores.
There are a number of other tools you can use to make your time in the robot shop more
productive and less time consuming. Note that many of these tools are powerful and cause a lot of injury or damage if you are not careful or are inexperienced in their use. If you are
unfamiliar with any of the tools, do not buy or use them until you have received training in
them!
- A drill press helps you drill better holes because you have more control over the angle
and depth of each hole. Be sure to use a drill press vise to hold the pieces. Never use
your hands! Along with the drill press, if you are working with metal, it is a good idea to
get a spring-loaded center punch, which places an indentation in the material when you
press down on it. This indentation will help guide the drill bit to the correct location and
is a lot easier to see than a scratch.
- A table saw or circular saw makes it easier to cut through large pieces of wood and plastic.
To ensure a straight cut, use a guide fence or fashion one out of wood and clamps.
Be sure to use a fine-tooth saw blade if you are cutting through plastic. Using a saw
designed for general woodcutting will cause the plastic to shatter.
- A miter saw is a useful tool for precisely cutting wood and plastic parts (making sure that
the correct blade for the material is being used). Many of the more recent miter saws
have laser guides that will help you precisely line up the cut to marks that you have made
in the material.
- An abrasive cutter is a useful tool to have around if you have to cut steel and thick aluminum
channel. The cutter looks like a miter saw, but has a silicon carbide cutting disk
that chews through the material being cut. The abrasive cutter is reasonably precise, very
fast, but will leave a burr that will have to be trimmed off with a file
- A motorized hobby tool, such as the model shown in Fig. 6-1, is much like a handheld
router. The bit spins very fast (25,000 r/min and up), and you can attach a variety of
wood, plastic, and metal working bits to it. The better hobby tools, such as those made
by Dremel and Weller, have adjustable speed controls. Use the right bit for the job. For
example, don’t use a wood rasp bit with metal or plastic because the flutes of the rasp
will too easily fill with metal and plastic debris.
- A RotoZip tool (that’s its trade name) is a larger, more powerful version of a hobby
tool. It spins at 30,000 r/min and uses a special cutting bit—it looks like a drill bit, but
works like a saw. The RotoZip is commonly used by drywall installers, but it can be
used to cut through most any material you’d use for a robot (exception: heavy-gauge
steel).
- A Pop Rivet Gun will allow you to quickly fasten two pieces of metal (or metal and plastic)
together permanently in just a few seconds. An inexpensive tool (less than $10) can
be used.
- Hot-melt glue guns are available at most hardware and hobby stores and come in a variety
of sizes. The gun heats up glue from a stick; press the trigger and the glue oozes out
the tip. The benefit of hot-melt glue is that it sets very fast—usually under a minute. You
can buy glue sticks for normal- or low-temperature guns. Exercise caution when using a
hot-melt glue gun: the glue is hot, after all!
- A nibbling tool is a fairly inexpensive accessory (under $20) that lets you “nibble” small
chunks from metal and plastic pieces. The maximum thickness depends on the bite of
the tool, but it’s generally about
in. Use the tool to cut channels and enlarge holes.
- A tap and die set lets you thread holes and shafts to accept standard-sized nuts and bolts.
Buy a good set. A cheap assortment is more trouble than it’s worth.
- A thread-size gauge, made of stainless steel, may be expensive, but it helps you determine
the size of any standard SAE or metric bolt. It’s a great accessory for tapping and
dieing.
- A brazing tool or small welder lets you spot-weld two metal pieces together. These tools
are designed for small pieces only. They don’t provide enough heat to adequately weld
pieces larger than a few inches in size. Be sure that extra fuel and oxygen cylinders or
pellets are readily available for the brazer or welder you buy. There’s nothing worse than
spending $30 to $40 for a home welding set, only to discover that supplies are not available
for it. Be sure to read the instructions that accompany the welder and observe all
precautions.
Constructing electronic circuit boards or wiring the power system of your robot requires
only a few standard tools. A soldering iron leads the list. For maximum flexibility, invest in
a modular soldering pencil, the kind that lets you change the heating element. For routine
electronic work, you should get a 25- to 30-W heating element. Anything higher may damage
electronic components. You can use a 40- or 50-W element for wiring switches, relays,
and power transistors. Stay away from instant-on soldering irons. For any application other
than soldering large-gauge wires they put out far too much heat.
As obvious as it seems to most people, do not use soldering iron, solder, or flux that is
designed for plumbing applications. These tools and materials are not appropriate for any
robot applications and could potentially damage the components being connected together.
- Soldering stand. Mandatory for keeping the soldering pencil in a safe, upright position.
- Soldering tip assortment. Get one or two small tips for intricate printed circuit board
work and a few larger sizes for routine soldering chores.
- Solder. Buy resin or flux core type that is designed for electronics. Acid core and silver
solder should never be used on electronic components.
- Solder sponge. Sponges are useful for cleaning the soldering tip as you use it. Keep the
sponge damp, and wipe the tip clean every few joints.
- Desoldering vacuum tool. This is useful for soaking up molten solder. Use it to get rid
of excess solder, remove components, or redo a wiring job.
- Solder braid. Performs a similar function to the desoldering vacuum tool by wicking
excess molten solder away from a joint or a component.
- Dental picks. These are ideal for probing and separating wires and component leads.
- Resin cleaner. Apply the cleaner after soldering is complete to remove excess resin. An
ultrasonic jewelry cleaner used with the resin cleaner (or isopropyl alcohol) will get the
components very clean with very little work on your part.
- Solder vise. This vise serves as a third hand, holding together pieces to be soldered so
you are free to work the iron and feed the solder.
- An illuminated magnifying glass. Often going by the trade name Dazer, this provides
a two or three time magnification of the surface below. It is invaluable for inspecting
work or soldering fine components.
Running robots are terrible environments for electronics. The motors tend to produce large
transients on the power lines that come back to the control electronics, running across
different surfaces will build up static electrical charges, and different metal parts can produce
unexpected voltages and currents that can upset electronics. Fortunately, most modern
electronic devices are protected from static electrical discharges, but you should still
make some basic concessions to protect them from being damaged during assembly and
operation.
Everybody is familiar with the sparks that you can produce by shuffling along a synthetic
carpet and touching a metal doorknob. What will probably surprise you is the magnitude of
the voltage needed to produce a spark: for you to feel and see the spark, a static charge of
2500 V or more is required. The minute amount of current flow (on the order of microamperes)
is why you are not hurt. As you have probably heard, when somebody is electrocuted
it is the current that kills, not the voltage.
The amount of static electricity that can damage a silicon chip is significantly less—
125 V can ruin a diode’s PN junction or a MOSFET’s gate oxide layer. Note that 125 V
is 20 times less than the 2500-V threshold needed to detect static electricity. This relatively
low level is the reason for the concern about static electricity. The term electrostatic
discharge (ESD) is used to describe the release of static electricity (either from you
to the doorknob or into an electronic circuit). Virtually all modern electric devices have built-in protections against ESD, but there are still a number of things that you must do to
ensure that the components are not damaged by static electricity, either during assembly
or use.
You can buy basic ESD protection kits, which consist of a conducting mat, a wrist strap
with cord, and a static bleed line that can be attached to the grounding screw (holding the
faceplate on an electrical outlet), for about $20. Before buying this type of kit, there are a
number of things that you should be aware of. First, the term conducting when applied to
the mat, the wrist strap, and the static bleed line is very loosely applied; each of these components
should have internal resistances in the mega-ohm range. Do not buy an ESD kit
that does not have a mega-ohm resistor in the wrist strap cord or the static bleed line as
there could be dangerous voltages passed along them into you. Finally, before attaching the
static bleed line to the electrical outlet’s grounding screw make sure that the socket is wired
properly using a socket tester (which costs around $5).
All circuit assembly should take place on the conducting mat while you are wearing the
wrist strap. When you buy electronic components, they will either be packaged in conducting
plastic tubes or in anti-static bags. When you have completed the assembly operation,
the components should be returned to their original packages and any assembled circuitry
placed inside an anti-static bag. Operation of the circuitry can have potential problems as
was noted at the start of this section. To minimize the chance of the robot’s electronics
becoming damaged, there are a few precautions that can be taken:
- The metal parts of the robot should all be connected together and connected to the
ground (negative) connection of the robot’s electronics. This will prevent static electricity
from building up within the robot.
- Robot whiskers must be connected to the ground as they can generate static electricity
when they run across an object.
- Castor mountings should be attached to the robot’s ground connection to avoid buildups
of static electricity.
- You might want to let a small metal chain or wire braid run on the ground while the robot
is moving to help dissipate static charges from the robot.
- The robot electronics should be within some kind of metal box to protect them from
static electricity when the robot is picked up.
- Connectors to PCs (e.g., USB or RS-232) for programming or monitoring must have
the outside shells connected to the robot’s metal frame and negative connection to make
sure any static electricity buildup is not passed through either the robot’s or the PC’s
electronics, damaging them.
A digital multimeter (DMM and also known as a volt-ohm meter or multitester) is used to
test voltage and current levels along with the resistance of different parts of circuits. Along
with these basic functions, you can find DMMs that can test transistors and capacitors, and
measure signal frequencies and temperature. They can be purchased from under $10 to
several thousand, and if you don’t already own a volt-ohm meter you should seriously consider
buying one immediately. The low cost of a simple unit is disproportionate to the usefulness
of the instrument.
There are many DMMs on the market today. For robotics work, a meter of intermediate
quality is sufficient and does the job admirably at a price between $30 and $75 (it tends to
be on the low side of this range). Meters are available at Radio Shack and most electronics
outlets.
While analog (meters with needles) multimeters are still available, you should avoid them.
Digital meters employ a numeric display not unlike a digital clock or watch. Analog meters
use the older-fashioned mechanical movement with a needle that points to a set of graduated
scales. When they first became available, DMMs (like the one shown in Fig. 6-2) used
to cost a great deal more than the analog variety, but now they generally cost less than analog
meters, are more easily read, and are usually more robust. In fact, it’s hard to find a
decent analog meter these days.
Most low-cost DMMs require you to select the range before it can make an accurate measurement.
For example, if you are measuring the voltage of a 9-V transistor battery, you set
the range to the setting closest to, but above, 9 V (with most meters it is the 0 to 20 or
0 to 50-V range). Auto-ranging meters (which cost more than the basic models) don’t
require you to do this, so they are inherently easier to use. When you want to measure voltage,
you set the meter to volts (either AC or DC) and take the measurement. The meter displays
the results in the readout panel.
Little of the work you’ll do with robot circuits will require a DMM that’s superaccurate;
when working with electronics, being within a few percentage points of the desired value is
normally good enough for a circuit to work properly. The accuracy of a meter is the minimum amount of error that can occur when taking a specific measurement. For example, the
meter may be accurate to 2000 V, plus or minus 0.8 percent. A 0.8 percent error at the
kinds of voltages used in robots—typically, 5 to 12 V DC—is only 0.096 V.
The number of digits in the DMM display determines the maximum resolution of the
measurements. Most DMMs have three and a half digits, so they can display a value as small
as 0.001 (the half digit is a 1 on the left side of the display). Anything less than that is not
accurately represented and there’s little need for accuracy better than this.
DMMs vary greatly in the number and type of functions they provide. At the very least,
all standard meters let you measure AC volts, DC volts, milliamps, and ohms. Some also
test capacitance and opens or shorts in discrete components like diodes and transistors.
These additional functions are not absolutely necessary for building general-purpose robot
circuits, but they are handy when troubleshooting a circuit that refuses to work.
The maximum ratings of the meter when measuring volts, milliamps, and resistance
also vary. Before buying a specific DMM, make sure you understand what the maximum
values are that the meter can handle. Most DMMs have maximum values ratings in the
ranges of:
DC voltages to 1000 V
AC voltages to 500 V
DC currents to 200 mA with up to 10 A using a fused input
Resistance 2 MΩ
One exception to this is when you are testing current draw for the entire robot versus just
for motors. Many DC motors draw an excess of 200 mA, and the entire robot is likely to
draw 2 or more amps. Obviously, this is far out of the range of most digital meters, but there
are ways to do it as is shown in Chapter 19.
DMMs come with a pair of test leads, one black and one red. Each is equipped with a
needlelike metal probe. Standard leads are fine for most routine testing, but some measurements
may require that you use a clip lead. These attach to the end of the regular test
leads and have a spring-loaded clip on the end. You can clip the lead in place so your hands
are free to do other things. The clips are insulated to prevent short circuits.
Most applications of the DMM involve testing low voltages and resistance, both of
which are relatively harmless to humans. Sometimes, however, you may need to test high
voltages—like the input to a power supply—and careless use of the meter can cause serious
bodily harm. Even when you’re not actively testing a high-voltage circuit, dangerous currents
can still be exposed.
The proper procedure for using a meter is to set it beside the unit under test, making sure
it is close enough so the leads reach the circuit. Plug in the leads, and test the meter operation
by first selecting the resistance function setting (use the smallest scale if the meter is
not auto-ranging). Touch the leads together: the meter should read 0 Ω or something very
close (a half ohm or so). If the meter does not respond, check the leads and internal battery
and try again. Analog multimeters often have a “zero adjust,” which provides a basic calibration
capability for the meter. Once the meter has checked out, select the desired function
and range and apply the leads to the circuit under test. Usually, the black lead will be
connected to the ground, and the red lead will be connected to the various test points in the
circuit.
Meters are typically used for measuring analog signals. Logic probes test for the presence
or absence of low-voltage digital data signals. The 0s and 1s are usually electrically defined
as 0 and 5 V, respectively, when used with TTL integrated circuits (ICs). In practice, the
actual voltages of the 0 and 1 bits depend entirely on the circuit and the parts used to make
it up. You can use a meter to test a logic circuit, but the results aren’t always predictable.
Further, many logic circuits change states (pulse) quickly, and meters cannot track the voltage
switches quickly enough.
Logic probes, such as the model in Fig. 6-3, are designed to give a visual and (usually)
audible signal of the logic state of a particular circuit line. One LED (light-emitting diode) on
the probe lights up if the logic is 0 (or low); another LED lights up if the logic is 1 (or high).
You should only work with a probe that has a built-in buzzer with different tones for the two
logic levels. This feature will allow you to look at the circuitry you are probing rather than
having to glance at the probe to see the logic level.
A third LED or tone may indicate a pulsing signal. A good logic probe can detect that
a circuit line is pulsing at speeds of up to 10 MHz, which is more than fast enough for
robotic applications, even when using computer control. The minimum detectable pulse
width (the time the pulse remains at one level) is 50 nanoseconds, which again is more
than sufficient.
Another feature that you should be aware of is the ability of the probe to work with different
logic families and logic voltage levels. Different CMOS logic families can work at power supply voltages ranging from 3 to 15 V with a logic level transition voltage of one-half
the power supply voltage (1.5 to 7.5 V). TTL logic’s transition voltage is usually
regarded as 1.4 V and is independent of the input power supply (which ranges from 4.75
to 5.25 V). The logic technology that the probe works with is switch selectable.
Most probes are not battery operated; rather, they obtain operating voltage from the circuit
under test. This feature allows you to start simply probing your circuit without providing
a separate power supply (with a matching ground to the test circuit) for the logic probe
and determining the appropriate CMOS logic test level.
Although logic probes may sound complex, they are really simple devices, and their cost
reflects this. You can buy a reasonably good logic probe for under $20. The logic probe
available from Radio Shack, which has most of the features listed here, can be purchased at
this price point. You can also make a logic probe if you wish; it is not recommended as you
will be hard pressed for buying the necessary parts for less than the cost of an inexpensive
unit.
To use the logic probe successfully you really must have a circuit schematic to refer to.
Keep it handy when troubleshooting your projects. It’s nearly impossible to blindly use the
logic probe on a circuit without knowing what you are testing. And since the probe receives
its power from the circuit under test, you need to know where to pick off suitable power. To
use the probe, connect the probe’s power leads to a voltage source on the board, clip the
black ground wire to circuit ground, and touch the tip of the probe against a pin on an integrated
circuit or the lead of some other component. For more information on using your
probe, consult the manufacturer’s instruction sheet.
When designing your robot, it is a good idea to keep your digital logic separate from
power supplies and other high-voltage/high-current circuits. When working on an awkward
circuit, such as one mounted in a robot, it is not unusual for the metal probe tip to slip and
short out other circuits. If the board is all digital logic, then this isn’t a problem—but if there
are other circuits on the board, you could end up damaging them, your logic probe, and any
number of miscellaneous circuits.
An oscilloscope is a pricey tool, but for performing serious work or understanding how the
circuitry behaves in your robot, it is invaluable and will save you hours of frustration. Other
test equipment will do some of the things you can do with a scope, but oscilloscopes do it
all in one box and generally with greater precision. Among the many applications of an
oscilloscope, you can do the following:
- Test DC or AC voltage levels
- Analyze the waveforms of digital and analog circuits
- Determine the operating frequency of digital, analog, and RF circuits
- Test logic levels
- Visually check the timing of a circuit to see if things are happening in the correct order
and at the prescribed time intervals.
The most common application used to demonstrate the operation of an oscilloscope is
converting sound waves into a visual display by passing the output of a microphone into an oscilloscope. This application, while very appealing, does not demonstrate any of the
important features of an oscilloscope nor is it representative of the kind of signals that you
will probe with it. When you are looking at buying an oscilloscope, you should consider the
different features and functions listed in the following.
The resolution of the scope reveals its sensitivity and accuracy. On an oscilloscope, the
X (horizontal) axis displays time, and the Y (vertical) axis displays voltage. These values can
be measured by the marks, or graticules, on the oscilloscope display. To change the sensitivity,
there is usually a knob on the oscilloscope that will make the time between each set
of markings larger or smaller. The value between the graticule markings is either displayed
on the screen itself electronically or marked on the oscilloscope by the adjustment knob
(Fig. 6-4).
There are two different types of oscilloscopes. The analog oscilloscope passes the incoming
signal directly from the input probes to the CRT display without any processing. Rather
than displaying the signal as it comes in, there is normally a trigger circuit, which starts the
display process when the input voltage reaches a specific point. Analog oscilloscopes are
best suited for repeating waveforms; they can be used to measure their peak to peak voltages,
periods, and timing differences relative to other signals.
The digital storage oscilloscope (DSO) converts the analog voltage to a digital value and
then displays it on a computer-like screen. By converting the analog input to digital, the
waveform can be saved and displayed after a specific event (also known as the trigger, as in
the analog oscilloscope) or processed in some way. Whereas the peak to peak voltage and
the waveform’s period is measured from the screen in an analog oscilloscope, most digital
storage oscilloscopes have the ability to calculate these (and other) values for you. Digital
storage oscilloscopes can be very small and flexible; there are a number of products available
that connect directly to a PC and avoid the bulk and cost of a display all together. It should be noted that the digital storage oscilloscope is capable of displaying the same repeating
waveforms as an analog oscilloscope.
One of the most important specifications of an oscilloscope is its bandwidth, which is
the maximum frequency signal that can be observed accurately. For example, a 20 MHz
oscilloscope can accurately display and measure a 20 MHz sine wave. The problem with
most signals is that they are not perfect sine waves; they usually consist of much higher frequency
harmonics, which make up the signal. To accurately display an arbitrary waveform
at a specific frequency, the bandwidth must be significantly higher than the frequency itself;
five times the required bandwidth is the minimum that you should settle for, with 10 times
being a better value. So, if in your circuit, you have a 20 MHz clock, to accurately observe
the signal the oscilloscope’s bandwidth should be 100 MHz or more.
Along with the bandwidth measurement in a digital storage oscilloscope, there is also the
sampling rate of the incoming analog signal. The bandwidth measurement of a digital storage
oscilloscope is still relevant; like the analog oscilloscope it specifies the maximum signal
frequency that can be input without the internal electronics of the digital storage oscilloscope
distorting it. The sampling rate is the number of times per second that the oscilloscope
converts the analog signal to a digital value. Most digital storage oscilloscopes will
sample at 10 to 50 times the bandwidth and the sampling measurement is in units of samples
per second.
Finally, the oscilloscope’s trigger is an important feature that many people do not understand
how to use properly. As previously noted, the trigger is set to a specific voltage to start
displaying (or recording in the case of a digital storage oscilloscope) the incoming analog
voltage signal. The trigger allows signals to be displayed without jitter so that the incoming
waveform will be displayed as a steady waveform, instead of one that jumps back and forth
or appears as a steady blur without any defined start point. The trigger on most oscilloscopes
can start the oscilloscope when the signal goes from high to low at a specific voltage
level, or from low to high.
Over the years, oscilloscopes have improved dramatically, with many added features and
capabilities. Among the most useful features is a delayed sweep, which is helpful when you
are analyzing a small portion of a long, complex signal. This feature is not something that
you will be comfortable using initially, but as you gain experience with the oscilloscope and
debugging you will find that it is an invaluable feature for finding specific problems or
observing how the circuitry works after a specific trigger has been executed.
The probes used with oscilloscopes are not just wires with clips on the end of them. To
be effective, the better scope probes use low-capacitance/low-resistance shielded wire and
a capacitive-compensated tip. These ensure better accuracy.
Most scope probes are passive, meaning they employ a simple circuit of capacitors and
resistors to compensate for the effects of capacitive and resistive loading. Many passive
probes can be switched between 1X and 10X. At the 1X setting, the probe passes the signal
without attenuation (weakening). At the 10X setting, the probe reduces the signal
strength by 10 times. This allows you to test a signal that might otherwise overload the
scope’s circuits.
Active probes use operational amplifiers or other powered circuitry to correct for the
effects of capacitive and resistive loading as well as to vary the attenuation of the signal.
Table 6-1 shows the typical specifications of passive and active oscilloscope probes.
TABLE 6-1 Specifications For Typical Oscilloscope Probe
As an alternative to a stand-alone oscilloscope you may wish to consider a PC-based
oscilloscope solution. Such oscilloscopes not only cost less but may provide additional features,
such as long-term data storage. A PC-based oscilloscope uses your computer and the
software running on it as the active testing component.
Most PC-based oscilloscopes are comprised of an interface card or adapter. The adapter
connects to your PC via an expansion board or a serial, parallel, or USB port (different
models connect to the PC in different ways). A test probe then connects to the interface.
Software running on your PC interprets the data coming through the interface and displays
the results on the monitor. Some oscilloscope adapters are designed as probes with simple
displays, giving you the capability of the DMM, logic probe, and oscilloscope in a package
that you can hold in your hand.
Prices for low-end PC-based oscilloscopes start at about $100. The price goes up the
more features and bandwidth you seek. For most robotics work, you don’t need the most
fancy-dancy model. PC-based oscilloscopes that connect to the parallel, serial, or USB
port—rather than internally through an expansion card—can be readily used with a portable
computer. This allows you to take your oscilloscope anywhere you happen to be working
on your robot.
The designs provided in this book don’t absolutely require that you use an oscilloscope,
but you’ll probably want one if you design your own circuits or want to develop your electronic
skills. A basic, no-nonsense model is enough, but don’t settle for the cheap, single-trace
analog units. A dual-trace (two-channel) digital storage oscilloscope with a 20- to
25-MHz maximum input frequency (with 250,000 samples per second) should do the job
nicely. The two channels let you monitor two lines at once (and reference it to a third trigger
line), so you can easily compare the input and output signals at the same time. The digital
storage features will allow you to capture events and study them at your leisure,
allowing you to track the execution progress of the software and its response to different
inputs.
Oscilloscopes are not particularly easy to use for the beginner; they have lots of dials and
controls for setting operation. Thoroughly familiarize yourself with the operation of your
oscilloscope before using it for any construction project or for troubleshooting. Knowing
how to set the time per-division knob is as important as knowing how to turn the oscilloscope
on and you won’t be very efficient at finding problems until you understand exactly
how the oscilloscopes trigger. As usual, exercise caution when using the scope with or near
high voltages.
To learn more about . . . |
|
Read |
Electronic components |
|
Chapter 5, “Electronic Components” |
How to solder |
|
Chapter 6, “Electronic Construction Techniques” |
Building electronic circuits |
|
Chapter 6, “Electronic Construction Techniques” |
Building mechanical apparatuses |
|
Part 2, “Robot Platform Construction” |