Troubleshooting Guidelines - Start Here!
Getting started on troubleshooting? Need a refresher? Here are guidelines for poking at a system that isn’t doing what you need it to do.
Troubleshooting a motion control system requires a methodical approach to isolate and identify problems. Check each component, understand what the system is attempting to ‘tell you’, try one thing at a time, and attempt to understand repeatable aspects of the problem.
The questions asked in each section are the same exact phrases that Application Engineers ask daily to root out problems in all sorts of systems. From textile rollers to metrology systems, the root ‘motion control’ can be deduced to simpler parts via lines of pertinent questioning.
If the machine was doing what it was supposed to, and now it’s not, something changed. If that were untrue, the system would be behaving exactly the same. It may not be operator error, it could very well be component issues or lightning strikes, but something changed.
Table of Contents
Expand the links below or click through the Table of Contents above to jump to specific sections…
What to do First - Every Time
Many questions can be asked & tests conducted to rule out what is not the problem: clear the mud away from the roots.
Often, what you believe the issue may be is not actually the fundamental cause of the problem. Be willing to flex and shift your attention when you receive additional information.
Gather Documentation
Always refer to documentation specific to your machine, your product’s software whenever pertinent, and the original machine builder (OEM) as your first line of defense against down-time scenarios.
Familiarize yourself with your system’s documentation. Including schematics, product manuals, and wiring diagrams. Have them at your side. This allows you to apply context to issues that are present.
Parker EMC Documentation (Parker.com/EMC): Electronic Motion and Control Division
Additional Parker Documentation (Parkermotion.com): Motion Control Systems
Visible Problem & Initial Questions
What’s observed? Is this troubleshooting the unknown, or was the machine knowingly altered?
Is the issue repeatable or is it intermittent?
Is the issue within software on a PC, in the machine itself (e.g. mechanics, drive, controls)?
Example: Are the drive and the controller not communicating?
Example: Are the mechanics audibly damaged or simply not moving to proper machine logic?
Is this a newer application, or has it been functioning for a period of time without issue?
Can you point to What Changed?
Has the issue always been present in this machine? Does it seem to be getting worse or more frequent?
When is the issue specifically presenting itself?
At time of enable, during operation (acceleration or deceleration?), after power cycle?
When another machine in the facility turns on?
Will you be able to keep the system safely in the ‘error’ state for troubleshooting later?
Identify Components Involved
Key Point: Pictures are worth a thousand words when conveying part information.
What are part numbers on product denoting? Collect these from nameplates in the system.
Example 1: There’s a big difference in feedback between a BE231FQ-KPSN and a BE231FJ-KPSN
Example 2: What communications are on the drive / controller?
Example 3: Does the motor have a brake or a unique winding?
Do you see a CP*, CP-, CW-, etc at the beginning of part number? That’s customized Parker product that may not be in public resources: Parker's Custom Product Part Numbers
Initial Checks & Questions
Key Point: Can you isolate the issue & make it repeatable?
Connections
Do not handle live voltages. Safely check all electrical connections involved for loose wires, corrosion, or broken connectors. Ensure these connections are seated properly. Power, communications cables, feedback cables, sensor cables, etc.
Example: This Parker PSD was shutting off unexpectedly on a testbench despite a measured, stable, 24v control power being applied. A very light tug-test determined the return on the 24V path was not seated properly, and the power was dropping when the table was bumped. Issue dissolved when the wire was seated properly.
Narrow the Scope
Key Note: Context is incredibly important.
Begin framing your scenario. Lookup errors, question where communication breaks may be occurring, etc
Find LEDs to begin framing the scenario controller or drives that indicate operational status and/or faults.
What are the LEDs telling you based on the manual’s definitions?
Isolate when faults occur. Here’s some hypotheticals to frame your questions. In the following sections are generic checks, notes on software/programming, and how to go about deducing the problem.
Hypothetical 1: Does an Overcurrent occur at time of enable, or disappear when a spare motor is implemented, or only occur when ramping up the system?
Hypothetical 2: Does an “intermittent” Undervoltage actually appear when an adjacent machine turns on?
Hypothetical 3: An Overvoltage occurring at time of Enable without a motor connected may be a bad product… However, an Overvoltage during deceleration could be too much Back-EMF; if it just began occurring in a working system (without any additional load added!) it could be the braking resistor has burnt out instead!
Quick Fixes & Checks
Key Note: Try one thing at a time. Revert changes if required. Be methodical.
More on some of these checks later in this guide, though take note of what you have and what you can do initially. Pay attention to part numbers.
Do you have any exact spares present? Any backups of programs from the controls if needed?
For motors and cabling when swapping exact part numbers, this can be a simple check if the issue is suspected to be a bad motor/cable.
For drives and controls, a backup of the project will be required if swapping. More on this later.
Can you swap exact components if something is suspected to be ‘bad’? From feedback cards, to motors, to cables, sensors?
Does a Bridge Fault disappear if the motor is disconnected?
Does the motor stop running away if exact cabling is changed out?
Do you have a multimeter if pertinent? Are there any components ‘between’ connections to check? Line reactors, breakers, Estops, fuses, etc.
Are any of those components shorted based on multimeter readings, is the line reactor values far too low for the manufacturer’s spec?
Manual Operation
Attempt to isolate the problem outside of normal operation. This could be different ‘modes’ of the machine, or physically moving the system [safely] by hand with the drive disabled depending on nature of the issue.
You can often utilize the software to isolate components by running specific combinations. Such as jogging a motor and drive together without the controller to deduce proper motor functionality, and/or proper controller communications. More on that in the following section.
Software
Key Point: “Help Files” & “Software References” are available for reference for your product!
The software is utilized to understand more about what a system is trying to tell us, to further isolate the issue.
This can shed light on error codes, explain more beyond generic LEDs display, allows for manual testing, monitoring values in the system, watch logic execute, etc
Download & Use the Software
This can be found on Parker.com/emc for current product, or Parkermotion.com & Parker.com/FAQ for legacy products.
Any specific cables needed?
What Operating System does that software run on (if older/legacy product)?
Does it offer Help Files to assist in using it?
The sidebar has a variety of How-To’s and Videos for specific Parker EMC products
Notice Error/Fault Codes
Key Point: Fault codes tell you what’s wrong! Look them up!
LEDs present on the front of product may give you a general sense of what’s occurring. For more detail, look for any error codes or messages displayed by the software. Often, the error codes will tell you very specifically what causes the code. They tell you where to spend your time!
Follow through what the machine sees, and when it see’s it!
What does the manual say about that error code?
When does the error/fault occur?
Chronologically are there other faults around the one you’re attempting to deduce?
A Word on Programming & Memory
Key Point: Programming & Configurations do not spontaneously change on their own.
Changes to programming should not be the first thing you do when trying to fix problems in previously working systems. In troubleshooting existing systems, there are very few scenarios that end with requiring program changes. Deduce & Understand issues fully before making programming changes. This should only be done after substantial troubleshooting has identified the root of the issue. Always ensure you have a backup of your project before making any changes.
Hypothetical 1: Slowing your ramp time to reduce the chance of overload due to a flakey power supply.
Hypothetical 2: A non-exact motor replacement in a system would require motor parameter changes, if the spare is electrically different.
Hypothetical 3: A machine has never “Reset” correctly, despite other parts of operation working. A power cycle has been needed for resetting the machine, since “day 1”. An integrator is called to assist in tweaking the program logic to reset properly.
Configuration Settings: Ensure parameters like motor type, limits, etc are correctly set as a sanity check; for what your machine specifically requires.
In newer systems that may have always exhibited the issue, verify that the configuration matches the required setup.
External factors may cause machine logic to behave “wrong”
Such as broken limit or home switches.
Such as a machine no longer reaching a position within a programmed ‘timeout’ window.
Memory degradation is exceedingly often “all or nothing”. As in, memory corruption would be rather evident across a product’s programming.
Not simply “This one line of code changed due to memory corruption!”
Adjacently: If a battery in Battery-backed memory fails, a cycling of power leads to a full program wipe
Analyze the System
Data Logging: In many software there are data logging tools. If possible, log data during operation to analyze & identify odd behaviors by taking a look at underlying parameters. What’s pertinent to look at? Examples depending on what you’re seeing:
Present Demand vs Actual Demand
Commanded Position vs Actual Position
Machine logic state - When does a Digital Input trigger vs when does it not?
Hypothetical Questions:
Are sensors used in the machine logic actually functioning properly?
Does the feedback device function properly if spun by hand? Without any motor load connected, viewable in the software, does it complete a revolution ‘smoothly’?
Oscilloscope Use:
Use these tools if available to check electrical signals. In many software packages there are built-in scope tools. Useful for Overvoltages, Undervoltages, Phase Losses, etc
Miscellaneous Checks
There does not exist a single ‘rectification procedure’ that covers all issues. Replacing a motor may be a great check when diagnosing a Bridge-Fault, but for a machine not executing through its logic properly it may be a moot exercise.
Here’s a list of potential questions/tests to keep in mind.
Easy Verifications
Motor Testing: Further vet motor individually for R, L, and shorts to ground, or between phases using a multimeter.
Inspect Mechanical Components
Alignment: Check that all mechanical components (belts, gears, rails) are properly aligned and free of obstructions.
Wear and Tear: Look for signs of wear in bearings, belts, and other moving parts. Replace any damaged components.
Binding: Ensure that there is no binding in the mechanical system that could prevent movement. Motor brakes are common culprits to verify if there is no motion, and if your motor has one
Common Issues & Pertinent Questions
Motor Doesn’t Move: Check power supply, connections, and command signals.
Ensure upstream drives/controllers are sending/receiving commanded signals properly.
E.g. Enable, FAST/COAST STOP logic is adhered to (if present in the product)
E.g. Velocity, Position, Torque setpoints
Motor Run Away: Is the feedback device reading properly?
With the Drive Disabled: In the software read the feedback as you manually [safely] turn the motor. If the feedback value jumps sporadically, or is completely non-existent, then your feedback could be bad, a cable connection is broken, or a configuration not setup properly, etc.
Motor Running in the Wrong Direction:
Did this just start happening?
Is the command signal sending the proper values?
Inaccurate Positioning:
Verify encoder feedback in the software, ensure mechanical components are not worn or misaligned.
Motor Stalls:
Check for binding (e.g. through motor brakes)
Ensure the load is within the motor’s capacity.
After root issue has been determined: Adjust acceleration/deceleration settings
Excessive Vibration or Audible Noise:
Is there audible mechanical noise as part of the issue? Grinding, screeching, etc?
Inspect for mechanical misalignment, loose components, or incorrect speed settings.
Existing electrical audible noise may be normal in many systems and is not usually an indicator of an issue unless a substantial difference is detected.
Communication Dropouts:
What’s the protocol? What’s controlling the signals?
Any fieldbus errors present in the software or error logs?
Is your concern documented for your product in the sidebar?
Is only one side of the connection sending/receiving properly?
Are there any components between each device on the connection line to investigate
e.g. Connection Switches, Signal Converters
Electrical “Noise”: While not a common issue, the ever-present aspect of electrical “noise” is always something to guard against. Especially-so when an intermittent issue is truly hard to track.
Parker EMC Specific Articles
This knowledge base not only holds trainings, useful feature explanations, common questions, etc, but also troubleshooting articles for our product. These range from general ‘Where do I find my issue?’ to specific scenarios.
Product manuals have fault-codes and common causes that are easily searchable to begin deducing what you’re seeing. For products like the 590+ there are also walk-through procedures for deducing many problems located directly in documentation. Other Articles here on this knowledge base cover a broad swath of questions to facilitate product use.
Other articles on troubleshooting all relate back to the above troubleshooting principles.
Here are a few example articles:
P Series Troubleshooting - Drive Does Not Enable but Also Does Not Report a Fault
PSD Servo Manager Version Incompatible With Older PSD Firmware
Compax3 Troubleshooting - Cannot Communicate Via RS232 Serial (C3 Servo manager or Other Software)
6K Troubleshooting - RS232 Troubleshooting for 6K / 6000 Products
Search the sidebar for the product family and keywords surrounding what you’re seeing, you may find the resolution is already written down!
Present the Information
In troubleshooting endeavors, half the battle is presenting what you see and what you’ve methodically tried, to others. From colleagues, to technical support, to higher ups. Ensuring everyone is on the same page is critical to avoid doubling up on work done, and preventing others from undoing potential fixes if they were not kept in the loop (especially if the problem is multi-part!).
Key Point: Write down the steps you’ve done somewhere so that others are aware. It helps you, and everyone else involved, keep track! Write that down, write that down!
Bullet Points
These are your friend. More complicated issues may need additional details or phone calls, but an initial presentation of information goes a very long way in bringing others up to speed and relaying information.
Here’s an example of information presented by a technician, that was sent to their colleague, that was then transferred to Parker Application Engineers:
The part numbers in the system are Motor: BExyz, Drive: PD-04P, Controller ACR74C-xyz
I’ve attached a couple pictures of the nameplates.
I’m getting an Overvoltage fault AL-41 on the Pdrive. I see it happen when it decelerates during specific moves in operation I think. It runs fine beyond a few points depending on what process to run.
This was a working system before, for a couple years actually and this just began happening.
We’ve replaced the motor because we had a spare (the motor was the exact same part number). We don’t think this would have helped all that much as it seems to run fine during other parts of the cycle, but the night technician tried it.
The original motor ohm’ed out fine, no shorts or anything.
We’ve tried to go online with the drive software [DST]. We see that we can edit a few parameters to adjust, but this was working before?
The manual says potentially to much energy, and the machine has a speed setting, so we turned the knob down, and it looks like it happens less frequently. I doubt we’d need to actually change anything in the program…? What does this mean?
I don’t think the drive is bad it decelerates in other processes?
Any ideas??
Signed,
[Customer]
Follow Up
Even if the above is as far as the technician got, or if the events listed were not wholly beneficial in hindsight, the presentation helps understand what was done. In this case someone completely unfamiliar with the specific system but familiar with generalities of what constitutes ‘Overvoltage’ & product knowledge would be able to understand what was done; and potential next steps.
Followup questions an Apps Engineer asked:
Does the system have an external braking resistor? The Pdrives have one built in, but is one external?
Was additional load added to the system at any point recently, requiring more energy to slow it down? Did anyone speed the machine up or tweak the parameters under the hood for quicker decelerations?
You’re correct that we should avoid editing anything in the code/parameters under the hood if the machine was working prior. Though we may get there in the ACR controller for testing purposes only, just not currently.
The fact you turn the speed down through the machine’s own user interface and it seems less frequent helps point to the drive getting too much energy, sure. Do you have any details to how less frequent? The type of motion/moves being done? Only if the machine runs a certain number of cycles now before it occurs, or now only occurs with the heavier materials (if the machine runs different materials, or other processes run faster / slower)?
The technician came back:
We were monitoring the incoming mains voltage with the Oscope that came by, looked okay on the AC mains through most of operation. No additional load was added, no one sped it up either (shouldn’t have at least…). It does have a braking resistor, we missed that as it’s tucked up in the corner… turns out that’s degraded and basically almost shorted. Far smaller R value read with a multimeter, than what it’s spec’d to be. Braking resistor replaced, issue dissolved. Thanks!