Once found mostly in high-volume manufacturing environments, robots are now being used in smaller organizations, and in a wider variety of applications. The cost of implementing robots has fallen significantly, and it is now easier to apply robotics in more ways.

The reason is simple: Over the past few years, controls have become more user-friendly, requiring fewer programming resources. System design has become easier with the availability of online tools to help end-users and OEMs build systems directly. Servicing has also become easier and faster thanks to standardized components and powerful diagnostics.

These developments have come at a critical time. Small and midsized manufacturers in developed economies are facing increasing global competition. Advances in today’s robotics are delivering competitive advantages that help them survive and thrive.

More Applications, Less Cost

The use of robotics is justified in more applications because the cost-benefit ratio has become more attractive. Implementation costs have fallen dramatically for all robot types, but especially for Cartesian robots. Standardization, modularity and economies of scale have made Cartesian robots more affordable for more applications. Those factors, in conjunction with reductions in engineering, have allowed total cost of ownership to drop by up to 25 percent over the past five years. Plus, Cartesian robots offer the same quality, reliability, speed and return on investment benefits as SCARAs or articulating robots, with many possibilities for customization.

These benefits are encouraging smaller companies to explore the use of robots in new applications. This is especially true of Cartesian robots, which are already being used in a wide variety of applications, such as automated storage and retrieval, pick and place, dispensing, packaging, and machine tending.

The creativity of Cartesian robot users is boundless. During the recent recession, companies found ways to reinvent themselves, and people who never used Cartesian robots before created new applications. Unlike a six-axis or SCARA robot that has an established set of parameters and direction of movement, a Cartesian robot can be easily reconfigured. To accommodate changing production requirements, an overhead-mounted Cartesian robot could be changed to a side-mounted configuration or flipped in a different direction. This flexibility makes it possible to rebuild machines instead of buying new equipment.

The Right Choice

Because of the many options for robotics, engineers sometimes face a dilemma in choosing between entry-level and high-performance features. People have different perceptions of how to define performance, speed, power or expensive controls.

The best approach is to use a defined set of sizing and selection criteria to determine the required robotics feature set. This makes it possible to create a highly tailored robotic system that performs at exactly the right level and at the best possible price. The evaluation criteria include load, orientation, speed, travel, precision, environment and duty cycle. We refer to these criteria by the acronym LOSTPED.

One common misconception is to think that you need to buy a robot fully equipped with high-performance features. That is inevitably the case with SCARA and six-axis robots. But with a Cartesian system, building blocks for a basic system can be purchased and then later customized. Mounting brackets, actuators, motors and controls can be changed as application needs change.

There are pros and cons to this approach. The compact size of a SCARA robot might be more suitable for work inside a tight envelope. But if you have adequate space, a simpler Cartesian system can often be prebuilt without having to purchase all the extra features included in a SCARA or six-axis design.

Moving from an entry-level to a high-performance feature set brings improvements in precision, cycle times and application capabilities. High-performance controls, for example, provide circular interpolation capabilities. That is a true high-performance capability, requiring sophisticated and expensive control features.

However, if the application only requires point-to-point motion, that level of accuracy is not needed; a lower-level control can be used on the same robot to save money. In contrast, a high-performance machine tool application may require the accuracy of precision-machined ball rail tables. They will cost more than a less-precise compact linear motion module that’s geared toward pick-and-place applications. A case-by-case LOSTPED evaluation will determine the best combination of performance and cost.

Which Robot Makes Most Sense?

As a rule of thumb, compared to a Cartesian robot, a SCARA or six-axis system will deliver higher performance out of the box at a higher cost and with greater programming requirements, but with a smaller footprint, less weight and less rigid arm extension. On the other hand, a Cartesian system provides building blocks to create a robot that costs less and involves fewer engineering resources, while offering more rigidity for better precision and higher payloads.

As an example, a six-axis robot can move in all the planes that a human arm does. For applications where there is a mechanical interference, such as a box in a corner with parts inside, a six-axis arm can bend to reach in and grab that part more easily. This type of robot may cost more than a Cartesian robot, but it works for that application.

It’s a different case for a pick-and-place application with a 20-kilogram payload, where high accuracy is not required. Both a SCARA and a Cartesian robot could handle the application. But the 20-kilogram payload is at the upper end of a SCARA’s capabilities, requiring more costly controls and components. With a Cartesian robot, a 20-kilogram payload is no problem, which makes it possible to save money by downsizing the mechanics, using smaller components, and implementing less complex controls. In this case, a Cartesian robot is more cost-efficient.

Cartesian robots also make sense when the application involves long spans. In one example, a gantry system was constructed from linear modules for an automated storage and retrieval system. The X-axis was nearly 10 meters long. A SCARA or six-axis system cannot handle that travel range.

Heavy loads may also be ideal for Cartesian robots. One application example involves a bearing machining center with parts that weigh about 70 kilograms. These payloads exceed the capabilities for a typical SCARA or six-axis system, unless it’s a “Terminator”-sized robot. In this case, however, a Cartesian robot was simply bolted to the end of an existing machine to pick and place these parts, eliminating back strain and other safety issues for workers who were manually handling these heavy parts.

An example of a smaller application involves a high-volume manufacturer of medical pipettes. In this case, space was tight. The manufacturer was able to use compact Cartesian robot modules to achieve the required precision while meeting its space constraints. The manufacturer also used standardized off-the-shelf components, which saved money.

Advances Drive Wider Adoption

More small companies are implementing Cartesian robots because of these value-adding advancements:

Online specification, selection and CAD tools have dramatically improved—making sizing and specification simple. All you need to know is the mass that needs to be moved and the required stroke. Of course, these tools do not replace detailed engineering or design calculations, but they simplify the selection.

One-part numbering for a complete Cartesian system has simplified ordering. In the past, each element of a Cartesian system was ordered using individual part numbers, sometimes from different vendors. Now the entire system can be ordered with one part number from one vendor—including rails, servo drives, mechanical elements and controls.

Pre-parameterization packages are now available to accommodate the customer’s level of controls sophistication. When a customer uses a Bosch Rexroth PLC, for example, we can pre-parameterize function blocks for coordinated motion of several axes and load them into the controller at the factory. When engineers get the product, they can program in simplified robotic mnemonic code according to their particular application. Engineers save time by loading and programming the logic themselves.

Programming has gotten easier thanks to more consistent programming interfaces and C++ and Java object-oriented languages, along with traditional ladder logic. Because of the IEC-61131-3 standard, the syntax and semantics of programming languages for PLCs have been unified. This gives engineers the flexibility to use PLCs from different manufacturers. Plus, it enables programmers who are familiar with object-oriented languages to become PLC programmers, instead of working in ladder logic or a proprietary PLC language.

Machine and operator safety is more responsive than ever. Traditionally, implementing a safety circuit on a Cartesian robot meant hooking up to the control. As a result, when the control initiated the signal to the motor’s drive amplifier, there was always a slight delay. Now, intelligent servo drives can be equipped with safety capabilities directly at the drive level, enabling a faster response. This circuit also enables Cartesian robots to operate in a reduced torque mode similar to six-axis and SCARA robots in “teach” mode. Operators can enter a safety cage to teach the robot the coordinates for picking and placing manually. If the robot contacts the trainer during this mode, the torque drops off immediately to prevent injury.

Standardized choices in actuators, linear motors, and other components make it easy for engineers to specify the exact performance level they need. Instead of traditional ballscrew or belt drives, it’s now possible to select compact modules that come complete with a linear motor drive unit and controller. Feed modules are also available to provide motion similar to a SCARA robot on the Cartesian robot’s Z-axis, where traditionally the entire module body had to move. Standardized mounting brackets offer centering rings that replace traditional dowel pins as a standard feature on the guideway option for modules. This lets engineers build their own “Erector Set” robot from standard components, rather than customize the machine for every application, without sacrificing flexibility.

After initial programming, it is now easier to train operators to make basic machine changes. Given that function blocks can be preloaded into drives, a lower-level worker who is unfamiliar with programming can easily handle programming for simple pick-and-place applications. It’s almost as simple as moving a pen from point A to point B on a piece of paper. The simplicity reduces training time for operators and reduces the need for an engineer to make changes to a machine that’s running on the floor.

 Machine controllers have become capable of handling third-party robots without the need for a dedicated controller. This development is valuable for any brand of robot. Whether using the latest Sercos III, Ethernet/IP or EtherCAT interface, today’s robots can easily communicate with other devices—such as a vision system in a conveyor tracking application. Being able to communicate between different devices using the latest protocol standards reduces the cost for a robotics control investment.