Motor / Servo Bench Tester

A project that uses an Arduino UNO and an old motor driver shield to create a single test point for servos, DC motors and stepper motors. The device supports control for one stepper, two DC motors and two servos.

Parts

Arduino UNO. Standard format, but the exact variant doesn't matter. In this case it happened to be a unit that had a failed Mega16U2, so it was no longer usable as a development board, but quite suitable as a dedicated device.

Motor Driver Shield V1.  This is now regarded as obsolete, so finding a dedicated task that it could be assigned to was a worthwhile usage. The motor, servo and power connections are made through the shield pins, while the display, encoder and pot connections are soldered to the unused pins using the small prototyping area.

OLED, 0.96" Mono 128x64 I2C.   Small, but adequate for the limited user interaction implemented in the device.

Rotary Encoder with switch.  Used to navigate the menu displayed on the OLED.  The number of ticks per revolution doesn't matter as it is only used for rotation, not positioning.  Note that this item should be selected carefully, as the modules vary considerably in ease of usage - see comments below.

Potentiomenter - 5K Ohm, linear.  Used for controlling the motor speeds and setting some other test values. Note that the resistance could be anything between about 2K Ohm and 20K Ohm.

Also light hookup wire, solder

Enclosure:
  Faceplate
  Case
  Knobs (x2)
  4 x 4MM mounting screws
  2.5mm x 24mm metal shaft with knob and keeper (Optional - Reset).

Note: The rotary encoder modules that are available vary widely, and some are very difficult to get to work correctly. The one used for this project included resistor/capacitor debouncing but some debounce was also implemented in the code.  The switch is not wired through to any terminals by default - this allows maximum flexibility for switch usage. In this case it is used as a single pole NO switch to ground, so a link from one terminal to ground was added to the module.  The switch is not polarized.


 

Construction

The shield sits on top of the UNO, while the display, encoder and pot are fastened to the faceplate of the case.  The full GPIO usage is:

  D0 Unused (UART RX)
  D1 Unused (UART TX)
  D2 *Encoder A
  D3 DC Motor #2
  D4 Motor Control
  D5 Stepper
  D6 Stepper
  D7 Motor Control
  D8 Motor Control
  D9 Servo #1
  D10 Servo #2
  D11 DC Motor #1
  D12 Motor Control
  D13 Unused (LED)
  A0 *Potentiometer
  A1 *Encoder B
  A2 *Encoder Switch
  A3 Unused
  A4 *SDA (Display)
  A5 *SCK (Display)

* Wired to the component on the faceplate ( also +5V and GND).  All other pins are connected through the shield headers. A3 or D13 could be used for a beeper to indicate a switch press, but has not been implemented in this project.

 

The case consists of two parts - a faceplate and a case.  The faceplate sits down into the case on ledges molded into the sides close to the top.  No fastenings are used.  This simplifies the process of mounting the components to the faceplate while they are wired to the shield. The display is set in a frame to ensure that it can be fastened down to the faceplate without putting pressure on the surface of the OLED.  The pot and encoder wiring is soldered onto the shield, while the display is connected by a header (there is sufficient space for the header above that portion of the shield). 

There is a gap in the faceplate supports to allow the UNO to be slid in from the end. The shield slips in sideways.

There is a tube for a 2.5mm pin to run down from the faceplate to the surface of the reset button. A generic plastic button is pushed onto the top and a small keeper can be pushed on at the bottom to prevent the shaft from slipping out.

The knobs for the pot and encoder can be 3D-printed if suitable knobs are not provided with the devices.

 

Software

The software is reasonably simple, as it is a series of menus and actions.  A state machine is used, with the machine state corresponding to the current menu or operation.   Menu options are highlighted with an asterisk and the selection is changed by rotating the encoder, and selected by pressing the encoder switch. Selection can be by CW or CCW rotation.  Each menu has a 'Return' option at the bottom.

Because the shield uses most of the GPIO pins, only one interrupt pin was available.  This has been used for the encoder A (leading) output.  This means that it is difficult to use the encoder switch to signal the end of a running procedure (such as running a motor while monitoring the pot to set the speed).  Therefore movement of the encoder is used to terminate these functions.  This is not consistent with other similar devices, but actually turns out to be very easy to use. The encoder switch is used to indicate a menu selection.

The available tests are:

DC Motor (Motor 1, Motor 2)
  Forward. Run the motor forward. Speed is set by the pot.
  Reverse. Run the motor in reverse. Speed is set by the pot.
  Fwd/Rev. Run the motor forward then in reverse. Run time in each direction is controlled by the 'Run Time' setting and the pause when the direction changes is controlled by the 'Pause Time' setting.

Stepper Motor (Motor 2)
  Forward. Run the motor forward. Speed is set by the pot.
  Reverse. Run the motor in reverse. Speed is set by the pot.
  Fwd/Rev. Run the motor forward then in reverse. Run time in each direction is controlled by the  'Run Time' setting and the pause when the direction changes is controlled by the 'Pause Time' setting.

Servos (servo 1, Servo 2)
  Move To. Move the servo to a position (0 to 180) as set by the pot.
  Fwd/Rev. Move the servo 0 to 180 and back. The pause time when the direction changes is controlled by the 'Pause' setting.

In each case the test is terminated by moving the encoder.

The available settings are:

Stepping. The step mode used for the stepper tests - Single, Double, Interleaved or Microstep. The default microstep value is 16. Press the encoder button to select.
Run Time. The time (in seconds) that the motor runs forward or backward in the 'Fwd/Rev' tests.
Pause Time. The time (in ms) that the motor or servo pauses when it changes direction in the 'Fwd/Rev' tests.

For the time settings, the current value of the setting is displayed together with the proposed value, which is set using the pot.  The settings procedure is cancelled by turning the encoder CCW, or confirmed by turning it CW.