Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical...

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Optomechanical design Marco Riva (INAF Astronomical Observatory of Milan)

Transcript of Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical...

Page 1: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Optomechanical designMarco Riva

(INAF Astronomical Observatory of Milan)

Page 2: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 3: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

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What is optomechanicalengineering?

• Optimize entirely for performance. Fabrication limitations dominate. Optical designer must work closely with mechanical and fabrication engineers to take advantage of state of the art technologies.

• Optimize entirely for cost. Production limitations dominate. Optics cannot be ignored, but the emphasis is on good mechanical engineering and setting up an efficient production process.

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Design process

1. Know the requirements:2. Choose design form to constrain all degrees of

freedom3. Design for operational environment4. Design for survival• General rules of design:

• Start with the simplest concept, use rules of thumb and hand calculations.

• Identify “independent parameters” in the design and make sure that you know the impact of these

• Systematically evaluate important degrees of freedom• Perform initial evaluation of manufacture and assembly

before investing in detailed models or calculations

Page 6: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 7: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

1° order optics

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1° order optics

• Plane parallel plate

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1° order optics

• Plane mirror

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Lens motion I

Axial magnification

See movies

Page 11: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 12: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Orthographic view

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Orthographic view

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Orthographic view

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Section views

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Application of dimensions

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Datum and tolerancing

Page 18: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 19: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Manufacturing and metrology of mechanical partsMost of the small (<1 m) parts for optics are made by cutting from oversized stock on a few common machines. These can be driven by a skilled operator, or by numerical control:

• Milling machine (aka “mill” or “Bridgeport”)

• Lathe

• Drill press

Other processes are used as needed:

• Near net shape forming (Rolling, casting, extruding, stamping)

• Surfacing (bead blasting, grinding, lapping)

• Welding, brazing

• EDM (Electrical discharge machining)

• Precision cutting (Laser, abrasive water jet)

Different materials have very different limitations – Get to know the guys in the shop

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Standard tolerances

• ± 1 mm for coarse dimensions that are not important (0.040 inches or “forty thousandths”)

• ± 0.25 mm for typical machining without difficulty (0.010 inches or “ten thousandths””)

• ± 0.025 mm precision machining, readily accessible (0.001” inches or “one thousandths” or “1 mil”)

• < ± 0.002 mm high-precision, requires special tooling (0.0001” or “one ten-thousandths” or “one tenth” or “one hundred millionths”)

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Machininig

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CNC

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Measuring• Plastic ruler: Good for quick, rough measurements. Most practical measurements in the

lab will be made with the ruler. Be careful -- the end of the ruler usually does not coincide with the 0 mark

• Steel rule: Allows much more accuracy, costs more.

• Tape measure: Good for quick measurements over wide distance variations. High quality surveying tapes can be used for measuring over dozens of meters to sub-millimeter accuracy.

• Calipers: These are common, inexpensive, fairly accurate, and versatile. Use them for measuring outside dimensions, inside dimensions, and depth.

• Height gage: Usually used on a flat granite table. Measures height from ~1 to 30 inches

• Micrometer: This is a fine pitch screw with accurate marks. Use the vernier for highest accuracy.

• Outside micrometers: A frame holding a micrometer for measuring outside dimensions. These can be purchased for measuring up to about 10 inches.

• Inside micrometers: Holds a micrometer for measuring inside dimensions. These are made with extensions that can be put together for measuring up to 20 feet.

• Gage blocks: Highly accurate for defining length standards for 0.1 – 4 inches. Special length standards can be purchased for much longer distances.

• Indicator: Can be digital or dial. Often used for measuring motion, such as runout on a spindle

• Depth gage: Uses a micrometer or indicator to measure depth.

• Telescoping gages: Measures small gaps, calibrate with outside micrometer

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Measuring

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Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 26: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Equilibrium

When forces acting on an object which is at rest are balanced, then the object is in a state of static equilibrium.

• No translations

• No rotations

Forces are defined as F = m a

Momentum are defined as

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Moment and couples

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Stress and strain

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Stress strain curve

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Materials

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Stress Birefringence:

Page 32: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 33: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Thermal dilatation

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Thermal induced stress

Page 35: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 36: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Kinematic

For holding a body (rigid thing) with the highest precision, we require:• Full 6 DoF constraint

• If 6 DoFs not fully constrained, then one is loose.

• No overconstraint• Any overconstraint can cause problems:

• constraints can push against each other, resulting in stress and deformation.

• constraints pushing against each other will “lurch” when forces exceed threshold

Kinematic constraint : All DoFs are constrained, and very strictly, none are overconstrainedSemi-Kinematic : Slight overconstraint is allowed

Page 37: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Constraints Vs spring

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Balls

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Balls/cylynder contact

• Nominally, the contact area is zero for a point or line

• Really, the contact area comes from deformations and depends on the geometry and material properties.

• More force causes more deformation which increases the contact area.

• Non-point contact = not purely kinematic

• Stiffness = Force required for displacement is very low for the unloaded case. and very nonlinear. Preload is required.

• Increased preloading makes stiffer, more stable interface in normal direction

• But:• Stress = Force/Area is very high and can damage the materials• Tangential effects due to friction can be large

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Hertzian contact

• Contact Area 𝐴 = 𝜋3 3𝑊𝑟

4𝐸′

2

• Mean Contact pressure: 𝑝𝑚 = 𝑊 𝐴

• Max contact pressure: 𝑝0 = 1.5 ∙ 𝑊 𝐴

Page 41: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Semikinematic

Use kinematic concepts, but allow small amount of overconstraint

• Replace point contacts with “small” contacts

• Replace idealized constraints with flexures, that use compliance to

minimize forces and moments in directions other than the intended constraint

Page 42: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 43: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Important properties

• Physical• CTE • Young’s modulus• Shear Modulus (or

Poisson ratio) • Density• Yield strength• Ultimate tensile strength• Hardness• Thermal conductivity• Specific heat• Corrosion resistance

• Processing limitations• Machining• Welding• Cold working• Hot forming• Casting • Annealing• Heat treating

Page 44: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Typical materials

Page 45: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Outline

• Introduction to optomechanical engineering

• First order optic

• Image motion

• Technical drawings

• Mechanical fabrication and measurements

• Equilibrium, stress and strain

• Thermal distortions

• Kinematic constraints

• Materials

• Mounting of optical components

• Introduction to FEM

Page 46: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Design process

1. Know the requirements:2. Choose design form to constrain all degrees of

freedom3. Design for operational environment4. Design for survival• General rules of design:

• Start with the simplest concept, use rules of thumb and hand calculations.

• Identify “independent parameters” in the design and make sure that you know the impact of these

• Systematically evaluate important degrees of freedom• Perform initial evaluation of manufacture and assembly

before investing in detailed models or calculations

Page 47: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Clamping Vs Bonding

Page 48: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Clamping

• Apply force in line with constraint to limit stress, possible distortion, and instability

• Analyze shock load: • Force at constraint = Preload Force +/- mass * acceleration

• Stress = Force/Area• Make sure that applied stress is not so large that it breaks the optic• Rule of thumb for glass, limit short term compressive stress to

345MPa and tensile of 7MPa• Special calculations to determine stress for point and line contacts

• Set preload to maintain contact between the optic and the constraint• Otherwise it can rattle, which causes very high local stress, possible

fracture• Position may not be stable if the contact is not maintained

Page 49: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Bonding• The primary issues with bonded joints are the strength, stiffness, and sensitivity to

thermal effects.

• Material properties vary widely for adhesives. Important properties are:• Shear modulus: Low modulus gives good isolation from thermal effects, high modulus provides

good stiffness. • Strength: Properly prepared bonds will achieve either the bulk strength of the adhesive or the

strength of the substrate• Optical transparency for some applications• Viscosity: Viscous (thick) adhesives limit the bond thickness• Sensitivity to environment: adhesives loose their strength in corrosive environments. Also, they

swell in the presence of moisture• Volume change upon curing: The materials generally shrink as they cure, which can cause stress

and deformation• Temperature range for survival: Adhesives soften and let go at high temperatures, they become

stiff and brittle at low temperatures• Outgassing: very important for vacuum environments, but even at ambient pressures some

adhesive release volatiles that contaminate optical surfaces, especially for UV applications

• Common adhesive types used in optomechanics• Elastomeric adhesive: i.e.RTV, very compliant, good sealant, poor strength• Epoxy: Good stiffness, strength• UV curing: Achieve low stress, low CTE

Page 50: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Bonding

• Adhesives are weakest for peal-type loads. The geometry should never allow these loads.

• The strength of the bonded joint is estimated by the shear strength of the adhesive times the bond area. • Typical epoxy has 13 to 20 Mpa shear strength. A bond with 1cm2

area should handle XXX load.

• Loads can come from thermal effects and from acceleration, coupled with the mass.

• Bond thickness is important:• Optimal thickness for strength 100 um for epoxy• Thicker bonds reduce thermal stresses, slightly reduce strength• Set bond thickness with fixtures, shims, or glass beads

• Many adhesives creep under shear load. This mitigates thermal stresses. Analysis uses shear modulus which is a function of time.

Page 51: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Windows

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Filters

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Prisms

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Prism

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Lenses

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Lenses

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Flexure ring

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Snap ring

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Threaded ring

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Radial flexures

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Pot in place

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Alignment of elements

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Lens barrel

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Lens assembly

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Small mirrors

Page 66: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Thermal mismatch

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Flexure mounts

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Large mirrors and selfweight

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Whiffletree

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Page 71: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

References

• Yoder, P.R., Opto-Mechanical Systems Design, 3rd

Ed., CRC Press, 2006

• Ahmad, Anees. Handbook of OptomechanicalEngineering. Boca Raton, Fla.: CRC, 1997.

• K. Schwertz, Useful Estimations and Rules of Thumb in Optomechanics, MS Report, University of Arizona, 2010)

Page 72: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

• Finite element Analysis

Design tools

Page 73: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

FEA what is this?

Page 74: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

FEA pitfals

Page 75: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Basic theory

Page 76: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

Hooke law

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System stiffness matrix : 1D example

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How to build the stiffness matrix

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Boundary condition

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Nodes

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Elements

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Element matrix

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Page 84: Optomechanical design - ku · •Introduction to FEM. Outline •Introduction to optomechanical engineering •First order optic •Image motion •Technical drawings ... Adhesives

FEA procedure

1. Identify the problem, sketch the structure and loads.

2. Create the geometry with the FE package solid modeler or a CAD system.

3. Apply material properties.

4. Mesh the model.

5. Apply boundary conditions (constraints and loads) on the model.

6. Solve numerical equations.

7. Evaluate the results.

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Integrated modeling

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Performance prediction and Optimiz.