Potentiometers, Encoder, Rheostats and Trimmers

Variable resistors include Potentiometers, Rheostats and Trimmers that will be discussed in details in the following article.

Variable resistors are electromechanical components and therefore exposed not only to the weaknesses of fixed resistors but also to all the failure possibilities of electromechanics. Thus the reliability is comparatively poor.

The total resistance seldom is critical and usually follows the European E3 series or 1-2-5-10 (USA).

Potentiometer Basic Concepts

Introduction

A potentiometer (short name “pot”/”pots”) may in its most simple form be drawn schematically as in Figure 1.

Between the two fixed terminals there is a third one connected to a sliding contact or Wiper. Because the direction of motion of the sliding contact is hidden in encapsulated types the fixed terminals usually are marked with

• CW, i.e., clockwise, and
• CCW, that stands for counterclockwise.

With the slider positioned in either of the two end points we measure between the fixed terminals the Rated resistance, Rtot, of the potentiometer. In Figure 1 we also have indicated the rest or End resistance, ER, that in wirewound potentiometers is measured between terminals (2) and (1) or (2) and (3) when the wiper is positioned in the corresponding end point where integral stops prevent further movement. In non-wirewounds the shaft shall be positioned at either of the theoretical end points, i.e., at the ends of the theoretical electrical travel (Figure 4). Sometimes the end resistance, ER, is expressed in % of Rtot. Precision wirewound potentiometers have terminations like the one in Figure 2.

If we measure the rest resistance we also get an extra contribution from the futile part of the resistance track (position B in the figure). If we move the wiper to position A the resistance will drop to a minimum, the so called Minimum resistance, MR. Instead of ER, for non-wirewound precision potentiometers the End voltage, EV, is specified.

According to industry standard of the Variable Resistive Components Institute (VRCI) measurement shall be done between the wiper and an end point. The shaft then is positioned at the theoretical end point (non-wire­wound) or at the end point (wirewound). The theoretical end point is represented by position B1 in Figure 3., the end points of a wirewound potentiometer are represented by start of actual electrical travel in Figure 1. The end voltage is expressed in percent of the input voltage E.

If we, as proposed, should measure in position B the result would be the same as in position A. The current through the DVM is assumed to be negligible.

The Minimum voltage MV is the smallest or lowest voltage between the wiper terminal and an end terminal when the shaft is positioned near the corresponding end of electrical continuity travel (Position A in Figure 3).

Actual electrical travel applies to wirewound potentiometers only and concerns the total travel between end points as shown in Figure 4.

In that point of the shaft travel where we start observing the first significant changes of the output voltage Type 2 potentiometers and trimmers sometimes have a definition of the Effective minimum resistance. Compared to the End Resistance, ER, it is approximately 10 times higher, for example 2% when the ER is specified to 0.2%.

The Total mechanical travel is determined by the total travel of the shaft between integral stops. If there are no stops (as in non-wirewound servo potentiometers) the mechanical travel is continuous and thus the mechanical travel 360°.

That part of the travel where we have a continuous electrical connection between wiper and terminals is called Electrical continuity travel. In wirewound potentiometers it coincides with the total mechanical travel.

At a specified shaft position the corresponding output ratio is defined as the Index point, IP. Usually IP is positioned at approximately 50% of the maximum output ratio. It is used to establish a shaft position reference, for example when specifying the Theoretical electrical travel that usually is centered between the end points of the actual electrical travel, Figure 4. Suppose now that the IP is defined at a shaft travel of 170°. The theoretical electrical travel then will range between 0 and 340°.

The Insulation resistance, IR, is measured with DC between the connected terminals and all other electrically conductive parts like shaft, metal housing, mounting details etc. IR should be at least 1000 MΩ.

Cycle. In potentiometer contexts we meet the expression cycle which means a shaft travel from one end point to the other and back to the starting point.

Rotational life. The specified maximum number of shaft revolutions that a potentiometer shall be able to stand with preserved resistance stability is called rotational life.

Potentiometer or Encoder – What is the difference?

A potentiometer and an encoder are both electromechanical devices used to measure position; however, the potentiometer outputs analog signals while the encoder outputs digital signals. Generally, the potentiometer has a shorter life and lower accuracy than the encoder but output more continuous analogue output.

Potentiometer or Rheostat

In principle a variable resistor may be used in two different ways with respect to the load: As a parallel resistor, i.e., as voltage divider or potentiometer, and as series resistor or rheostat, i.e., a type of current regulator.

Figure 5. shows the principle functions of a potentiometer and a rheostat. The current through the rheostat may never exceed Imax in the formula

Conformity

By means of the resistance track construction the output ratio may be made to follow non-linear functions like, for example, logarithmic, trigonometric etc. In order to specify the fidelity of the output ratio to such functions the concept conformity is used. It stands for permissible, practically determined output ratio deviations from a theoretical function. The conformity is expressed as a percentage of the total applied voltage.

Potentiometer Linearity

Introduction

The most common output ratio from a potentiometer is the straight one. Specification of the deviations from a straight reference line is a special case of conformity and has got its own name: linearity. Thus, it describes how well the output ratio follows the shaft travel. The linearity is expressed in percent of the total applied voltage. In the ideal case the output ratio should follow a straight line from 0 to 100% when the shaft is turned from one end point to the other. In practice, however, there are deviations or linearity errors and they may be defined in different ways. Following definition description will gain in clarity if we, for comparison reasons, place a copy of Figure 1. in close connection to Figure 7. The copy is called Figure 6.

If we turn the potentiometer shaft (2) from one end point (1) to the other (3), the output voltage increases along a line that deviates more or less from the theoretical straight reference line. It may look like the curve in Figure 7.

If we compare Figure 6. with 7. we may imagine how the terminal metallization acts like a kind of landing-strip for the output voltage (the plane parts in the beginning and the end of the actual electrical travel).

Independent linearity

The least difficult way of defining linearity is by using Indepen­dent linearity. Here we restrict ourselves to either total actual electrical travel (wirewound) or to theoretical electrical travel (non-wirewound). An optimum center line is drawn through the output voltage curve together with two parallel specification limits. The margins between curve and limits then will be at maximum. The distances c in Figure 8. and 9. represent the specified independent linearity and are expressed in percent of the total applied voltage.

Specification of the independent linearity is used, for example, on such potentiometers where the user wants to adjust the gradient of the output voltage. It is done by means of built-in resistor elements connected to the potentiometer track.

Zero based linearity

If we specify a minimum of the output ratio at the start of the actual electrical travel, draw a center line through this point and choose a slope that minimizes the maximum deviations, we obtain a reference line around which we may draw two parallel specification limits. They represent the zero based linearity and apply to wirewound potentiometers only. The specified minimum usually is zero, therefore the name (Figure 10). It is expressed in percent of the total applied voltage.

Terminal based linearity

This linearity expresses the deviations from a center line through a specified minimum and maximum output ratios that are separated by the actual electrical travel. The specifications usually calls for 0 and 100% at minimum and maximum ratios. This linearity is also expressed in percent of the total applied voltage. It applies to wirewound styles only (Figure 11.).

Absolute linearity

This linearity concept differs from the terminal based linearity only by the extension of output ratio records. They range over the theoretical electrical travel which means that an index point is required. Absolute linearity applies to both wirewound and non-wirewounds (Figure 12.).

Taps

Certain applications require additional terminals. These are called taps and exist in both wirewound and non-wire­wound potentiometers. In the latter they have either of two functions: Current taps and voltage divider taps. The former ranges over the width of the whole resistance track and disrupt the linearity. The latter are located at the outermost edge of the track and don’t influence the linearity.

Gang potentiometers

Sometimes several potentiometer elements called cups are coupled together on a common shaft. The assembly is called a gang. The technique requires some definitions.

Phasing point

In order to meet the requirement of simultaneous conformity or tracking gang cups are phased together at a common reference position of the shaft. For linear potentiometers usually that shaft position is chosen where the output ratio e/E of the electrical elements is approximately 50%.

Tracking

The mutual difference, at any shaft position, between the output ratios of the electrical elements of a gang is called tracking error. It is expressed in percent of the input voltage E. The first potentiometer section is taken as reference. In Figure 13. the tracking error of the two sections is Δe.

Simultaneous conformity

If we require that all the potentiometer elements in a gang simultaneously shall meet the requirements of conformity (or linearity) we talk of simultaneous conformity. The best result is achieved if the phasing point is localized at an output ratio of approximately 50%.

Loading Error

If we load a potentiometer as shown in Figure 14. the load will draw a certain current through the wiper. This will alter the proportionality of the voltage division slightly. The output curve will sag, with a maximum difference from the zero load line at approximately 2/3 of the maximum shaft rotation max. We get a linearity error or loading error. The error decreases with increasing load impedance.

Resolution

From MIL-R-39023 we quote the definition of resolution: ”A measure of the sensitivity to which the output ratio of the potentiometer may be set”. The same MIL standard also defines voltage resolution as “The maximum incremental change in output ratio with shaft travel in one direction in any specified portion of the resistance element” (applicable to wirewound only). The resolution is expressed in per cent of the input voltage E. The higher resolution the lower percentage.

Descriptions of non-wirewound potentiometers sometimes discuss “In­fi­nite Resolution”. More literally it should be written “infinitely high resolution”. The resolution of a wirewound potentiometer with N number of turns may be approximated to the reciprocal 1/N.

Adjustability

The resolution of trim potentiometers has the name adjustability, which means setting accuracy or settability. It is stated in percent of the total applied voltage E (or of Rtot) and thus is a measure of the accuracy with which a desired voltage (or resistance) may be set.

Potentiometer noise

CRV Contact Resis­tance Variation

CRV stands for Contact Resis­tance Variation. Before we discuss this concept let us begin with Contact Resistance in general. The contact between wiper and track has a certain resistance the value of which depends on the contact pressure, the track material and its nature, the current through the wiper, etc. The Contact Resistance (CR) increases, for example, exponentially with decreasing wiper current somewhere below 1 to 0.1 mA. The more metal in the resistance element the less pronounced the phenomenon. Figure 15. shows in principle the CR of a cermet potentiometer but the curve could equally well be applied to a wirewound potentiometer.

In addition, the wiper current varies from point to point along the travel track. In addition to the contact resistance there is in non-wirewounds also a certain track material resistance (Figure 16.).

We can call the sum of all these static resistances Contact Resistance, CR. In the end points they are part of the end resistance ER respectively the minimum resistance MR. When the shaft then is moved over the track arbitrary resistance changes or dynamic Contact Resistance Variations, CRV, occur that in principle may look like the record shown in Figure 17.

Usually CRV is specified for trim potentiometers and sometimes also for non-wirewound Type 2 potentiometers intended for panel mounting. A test circuit is used similar to the one in Figure R4-18 but with other data. A filter with a bandwidth of 100Hz – 50 kHz is needed. The current must also be adjusted to Rtot. CRV is expressed in percent of Rtot.

The figure applies in principle to both wirewound and non-wirewound potentiometers. Wirewounds have a fixed contact resistance (CR) that usually lies considerably below 1 ohm. Non-wirewound CRs are in the kohms range (See explanatory Figure 16.).

ENR Equivalent Noise Resistance

For wirewound potentiometers the Equivalent Noise Resistance, ENR, is specified. Usually it is measured according to the setup in Figure 18. The current generator feeds 1 mA through the wiper. The voltage drop across the contact then may be graded directly in ohms (1 mV corresponds to 1 ohm).

The measurement specifications – that are strongly influenced by the manufacturers, though based on a MIL specification – usually also prescribe that the shaft first shall be cycled 10 times over a minimum of 95% of the electrical continuity travel prior to noise measurements. That means that possible oxides and other debris that may occur on the track will be rather effectively worn off, thus giving a relatively insignificant measurements. Values below 0.1 ohm are not unusual. Furthermore the measurements shall be carried out at room temperature. If the application operates below zero the result from the ESR test is not relevant. Faster wiper movements than the specified 4 rpm also will yield a poorer noise result. At production inspection certainly higher velocities occur, as much as 100 rpm for certain designs. But sooner or later such velocities are obtained where the wiper starts bouncing over the turns.

In conclusion: For mutual comparisons between potentiometer types the above mentioned specification is good. ENR information from application conditions, however, may require additional measurements.

Output Smoothness

Output Smoothness means the maximum instantaneous variation of the output voltage compared to the ideal output. This parameter is applicable to non-wirewound precision potentiometers only. The high resistivity of the track material and the geometry of the wiper contribute to a considerably higher contact resistance (CR) than the one in wirewounds. There would be considerable power generated in the CR if we used the test equipment for ENR in Figure 18. Instead the test circuit in Figure 19. is used.

In order to avoid the output voltage gradient the filter blocks DC voltages. The filter time constant is chosen so that only sudden voltage changes during shaft movements shorter than 0.5° are recorded, i.e., ≤20 ms at 4 rpm. The output voltage “e” is measured over the theoretical electrical angle that is divided in intervals of 1%,Θi. If for, example, the theoretical angle is 300°, Θi will be 3°.The interval width is placed over occurring interesting voltage changes as shown in Figure 20. Output Smoothness is defined as the maximum output voltage change during one interval. Thus, in Fi­gure 20 e_i-max = the Output Smoothness of the record.

Summary about output voltage errors

The different types of output voltage errors that we have dealt with may be divided into static errors (deviations from the ideal output ratio) and dynamic ones (ENR, CRV and Output Smoothness). The latter are superimposed on the static ones as shown in following schematic.

Some mechanical definitions

The following formalized figures indicate the principle methods for determining mechanical properties. Different standards may state deviating forces and measures. US military specifications state, for example, ½ pound instead of 2 N and the distances are stated in inches (25.4 mm). The circle with a pointer symbol refers to a dial indicator for recording of mechanical movement. The figures are designed to be fully descriptive. Further detailed instructions have to be found in the standard in question.

Figure 22.-26. Potentiometer mechanical configuration from left: Shaft End Play; Runout; End Play; Lateral Runout; Pilot Diameter Runout

Backlash

If we turn the shaft in one direction until the output voltage has attained a specified value that we call e₁ at a travel angle Θ = α₁ and continue the movement a little before we turn back, we have to pass α₁ a certain way before we attain e = e₁. This will happen at a travel angle Θ = α₂ and depends on mechanical play in the wiper system. Backlash is defined as the maximum difference between α₁ and α₂ and thus is expressed in degrees. The case is illustrated in Figure 27. and describes a mechanical hysteresis.

Potentiometer Type 2

Power potentiometers

Power potentiometers are as a rule wirewound. They are wound on a ceramic body and lack, due to heat dissipation concerns, encapsulation in casings or housings. Often they have a touch protection of silicone lacquer, cement or enamel and they are readily used as rheostats. If we turn the shaft of a rheostat towards zero resistance it is not unusual that the current burns off the last turns in the winding if the load impedance is low. Hence, the current in a rheostat must not exceed that of the rated power.

The sliding contact of the wiper sometimes consists of silver. If there are sulfur compounds in the air, for example from oil incineration plants, silver sulfides are formed on the sliding contact. If they are not worn off by frequently recurrent adjustments, the next change of position will cause ESR values going towards open circuit modes. A typical example of a power potentiometer is shown in Figure 28.

Panel mount potentiometers Type 2

Under this heading are collected wirewounds with bobbins of fiber card or the like and non-wirewounds with resistance elements of molded carbon composition, conductive plastic or cermet applied on substrates of laminated paper (bakelite paper), plastic or ceramics. In order to prevent the potentiometer housing from separating when the shaft is turned, the housing or mounting plate is supplied with an anti-rotation pin that fits in a corresponding hole in the panel.

The most simple carbon potentiometers have a sprayed and dried carbon compound on bakelite paper. After a number of cycles they will meet with contact disturbance (noise) due to wear grooves in the track and wear debris around the wiper. The best rotational life is with the conductive plastic potentiometer. Due to the metal particles in the cermet it develops an abrasive action that wears on the wiper. Therefore the track is often lubricated with a grease of some kind which reduces the wear.

Usually the potentiometers are encapsulated, for more severe environments “hermetically”, which here means seal rings around the shaft. A smaller degree of sealing is offered by the so called “dust-proof” ones. Surface Mount potentiometers exist, both with and without encapsulation. If the assembly process involves washing, the design at least must be tight against rinsing fluids. Otherwise rinsing products like flux residues may be deposited on the track which can lead to severe contact disturbances.

A phenomenon that threatens components with cavities, if they are subjected to temperature changes in humid environments, is the so called pumping effect. An insufficiently sealed potentiometer with large cavities inside the housing is particularly subject to this phenomenon. If humid air in the cavities is cooled the water vapor will condense and create a negative pressure in the cavity at the next temperature rise.

New humid air is sucked in, etc. Instead of having such a half-tight potentiometer, a hole in the bottom of it would be better, so that condensed water could run out…Thus, use qualitatively sealed potentiometers if the environment requires. Especially those with a carbon track, conductive plastic or wire winding are sensitive to moisture. A special type of carbon track potentiometer is the slider pot with a linear motion. It is usually used in audio controls in studio mixer panels.

It is important that the bulk track is molded and thus relatively wear resistant, partly to allow long use, and, partly so that noise producing wear will be prevented. Caution! If one has chosen some type of slider potentiometer it is usually difficult to find any equivalent second source.  

Current derating

The current through the wiper should in potentiometers with a carbon or conductive plastic track be kept low in order to minimize noise and wear, preferably values less than 0.25 mA. Wirewound potentiometers, on the other hand, should draw a certain minimum current through the wiper – more than 0.1 mA – in order to reduce noise and contact disturbances. The contact resistance in cermet potentiometers has the sensitivity of the metals to small currents and should likewise carry a certain minimum current. An adequate minimum value might be 25 µA. The data sheets also state a certain maximum current through the wiper, for example, 100 mA at resistances below 100 ohms. At higher resistance values the contact resistance CR increases, which could lead to local overheating if the wiper current is not kept down.

Thus, the wiper current is determined not only by the resistance value but also by nominal power, resistance track material and rotational life (number of shaft turns). In the summary tables we shall describe some guiding formulas for the wiper current I that is confined within certain limits. The highest limit is the maximum power current of the potentiometer, that may be calculated from the equation.

Next maximum limit – that never must be greater than the maximum power current – is calculated by means of a formula that contains the rotational life N expressed in number of million shaft revolutions (megarevolutions, “MR”) and the resistance in question expressed in kohms. The result is obtained in mA.

Finally there exists a commonly recommended minimum limit. Example. Suppose a cermet potentiometer with P_R = 0.5 W, N = 100 000 revolutions = 0.1 MR, R = 1 MΩ = 1000 kΩ and the minimum limit for cermet = 25 µA. If we insert 0.1 and 1000 respectively in the applicable formula

we obtain

This value is well below the absolute maximum current derived from     

Thus the wiper current should be adjusted to lie between 0.4 mA and 25 µA.

Precision Potentiometers Type 1

According to IEC precision potentiometers are classified as Type 1. They exist in both bushing mount styles and in servo applications. In the latter case high demands are made for rotational life and low torque. Such potentiometers are supplied with ball bearings. If they in addition are sealed against moisture this will influence the torque. The solution of such problems implies explicit requirement specifications and close cooperation with prospective manufacturers. For very severe environments there exist, among other things, oil-filled potentiometers.

Wirewound, Type 1

Wiper current Resistance elements formed from metal always form oxides on the surface that the wiper has to break through in order to establish electrical contact. The break through may be carried out by movement wear and by means of electrical voltage. If the potentiometer operates at dry circuit conditions, i.e., 10⋅⋅⋅30 mV and wiper currents less than 10 µA, this will make the contact more difficult and increase the noise disturbance. The schematic for a cermet potentiometer in Figure 15. also is applicable to wirewounds.

The disturbances also increase at decreasing temperatures and seem to be still more pronounced when the temperature is below –30 °C. Thus, the wiper requires a certain current in order to get a noise free operation, preferably more than 0.1 mA. Lubricants In order to reduce the wear and prevent oxidation, both on track and wiper, the track is in most cases lubricated with some kind of grease or oil. Most common are silicone compounds where the viscosity is relatively constant over a broad temperature range. The silicones, however, show a rapidly increasing viscosity when greases reach temperatures below –5⋅⋅⋅ -15 °C and oils below –30⋅⋅⋅ -40 °C. In addition at a moderate wiper speed the wiper tends to slide on top of the lubricant film, causing the ENR values to rise unacceptably. Silicone lubricants have a characteristic that in certain applications may be disastrous to the surroundings: they “creep”.

Their surface tension is so low that the lubricant “wets” adjacent surfaces that are contaminated with a thin film. We talk about a silicone infection. A small dab of grease will within months spread over square meter large areas. The phenomenon causes problems in following ways:

• Contaminated surfaces might be electrically isolated by the lubricant film at dry circuit conditions.
• Contaminated contacts with a breaking function accompanied by arc overs, will be isolated by the silicone granules that are formed when the miniature arcs decompose the silicone film.
• Contaminated lens systems in high energy lasers will have their lens surface damaged by the laser beam when it burns the silicone film.
• Gluing of components on contaminated surfaces is made impossible.

Single-Turn

Figure 30. depicts a typical single-turn servo potentiometer. There are precision styles for bushing mount applications and there exist two designs: with and without end-stops. The latter is called continuous which means, an electrical discontinuity occurs when the wiper traverse the non-conductive gap located between the ends of electrical continuity travel. The resistance wire sometimes consists of gold-platinum alloys. They are used where the contact pressure of the wiper has to be low and oxide formations minimized, for example in gyro potentiometers.

Multi-Turn

If we, on a thick isolation lacquered copper wire wind a resistance wire, and bend this “wire bobbin” into a helix we obtain a resistance element for a multi-turn potentiometer, as shown in Figure 31. This helical element then is fitted in a housing and connected to terminals. The shaft is supplied with a sleeve with a longitudinal spline and an electrical contact track.

On this rotor a slider then travels that makes contact both with the track and the resistance helix. The slider also is supplied with cams that trace against the inner side of the housing and move the slider along the rotor when shaft is turned. The common number of turns is 3, 5 or 10 but higher numbers exist. The electrical angle is usually defined in multiples of the number of turns. Thus, a 10 turn has the angle 3600°. That means, among other things, that the resolution becomes better and the setting accuracy greater.

Hybrid Potentiometers

If the resistance wire of a multi-turn potentiometer is coated with conductive plastic as shown in Figure 32. we have a combination element of wire and plastic, a so called hybrid, that makes possible a multi-turn construction with conductive plastic. There are certain benefits with the smooth conductive plastic surface and the current capability of the embedded wire but the construction is, of course, more expensive than that of a conventional multiturn wirewound potentiometer.

Lubricants on the hybrid track are necessary. Otherwise the track will be worn down after a small fraction of the specified rotational life. The principle for multi-turn constructions might be applied on conductive plastic (CP) if the lacquer isolated copper wire bobbin is directly coated with CP. Use of this process, however, is quite exceptional.

Non-wirewounds, Type 1

Normally non-wirewound precision potentiometers are manufactured as single-turn devices. Except for conductive plastic cermet is used, as well bushing mount styles, in servo applications. The design from Figure 30. could as well be applicable to a nonwirewound servo potentiometer. Just as in servo applications the rotational life has to be high and puts high demands on the wiper design, the contact pressure and the track which therefore has to be polished. The polished CP track allows a number of revolutions of several tens of millions.

Then, however, the wiper current must be limited. Otherwise a kind of welding effects on the contact surfaces along the track results, that will destroy both wiper and surface and increase wear and noise. The wiper current should be limited to maximum of 0.25 mA. Example: A serious manufacturer promised a rotational life of 100 x 10⁶ revolutions at 2 mA. But he recommended a maximum wiper current of 10 µA! The 0.25 mA rule, however, is not unconditional. Material, resistance value, nominal power and the number of revolutions of the rotational life come into play. The wiper current in wirewound and cermet potentiometers should comply with Formula 2.

The contact function of cermet potentiometers is in its nature suggestive of that of the metals. Therefore the wiper current should, just as in wirewounds, also be limited in low values. An approximate minimum value might be 25 µA. (Figure 15). In the summary tables some guiding formulas are stated.

Linear motion potentiometers

A parallel to the slider potentiometer but in Type 1 design are the linear actuated precision potentiometers or linear position transducers. Thus, they have a straight resistance track and a piston or guide bar that holds the wiper and transforms linear motions. The mechanical travels vary between 10 mm and 1.2 m. The resistance tracks are made of wirewound or hybrid elements, of cermet or conductive plastic. As to other parameters they have the same characteristics and specifications that apply to corresponding rotary potentiometers.

Trimmers

The need for small, adjustable resistors created trim potentiometers. They lack the potentiometer shaft and are operated through an adjustment screw or a rotor. The setting needs to be maintained during handling and environmental influence. Thus, the contact pressure of the wiper is high. The setting stability is specified as a voltage change expressed in percent of input voltage. The first trimming potentiometers had a carbon track or a wirewound element.

The carbon track potentiometers exist in a variety of designs, both for surface mount and hole mount, from the cheapest and most simple designs with a substrate of bakelite paper or the like and a sprayed suspension to conductive plastic on a ceramic substrate. The most predominant material, however, is cermet, not least due to the breaking into the market of SMD designs.

Wirewounds still exist due to their better tolerances and lower TCR. But this design suffers sensitivity to a basic mechanical problem. On one hand the wire has to be thin in order to achieve high resistance values, on the other the contact pressure from the wiper needs to be high in order to give a stable setting and a low noise. After a few trim operations the wire might be pulled in two. Moreover the corrosion risk is high if moisture gets inside the housing of the trimmer. With the better and better characteristics that characterize the cermet trimmers of today the need for wirewounds has strongly decreased. If we need better characteristics we preferably should use metal foil trimmers, in spite of their higher price. Just as conventional potentiometers, trim potentiometers are also encapsulated with O ring seals for more severe environments.

SM trimmers that will be subjected to washing fluids should at least have a design that is tight enough to withstand the rinsing process. Otherwise rinsing products like flux residues may deposit on the track which can cause severe contact disturbances. Hole mount types may entice someone into bending the leads. Then it is important that the lead inlets in the potentiometer housing are relieved. Otherwise forces easily are transferred to the joints with the resistance track and its substrate. In consequence either the substrate or the solder joint cracks, thus resulting in an open-circuit.

Talking of cracks, the long multi-turn rectangular 1¼” trimmers of the same basic design as the one in Figure R636 are more sensitive to exterior mechanical forces than the shorter ¾” design. Of course, the latter also has to be handled with care. The ¾” size fortunately has more and more replaced the 1¼” style and is itself being replaced by the more common 3/8” or ½” square styles. The square types exist in single-turn designs as well as ¼” and 4 mm diameter potentiometers. SMDs exist as single-turn styles in sizes of 3 or 4 mm square, the latter also in a multi-turn design. Just as hole mount potentiometers the trimmers are marked with movement direction (Figure 34.).

Trimming potentiometers shall, after trimming, maintain their setting without any alterations. Thus, as said before the contact pressure is high. This means, however, that the rotational life suffers by reduction. The number of cycles – wiper travel backwards and forwards along the track – seldom are specified for more than 200 cycles; for general purpose trimmers even less. Staking in high reliability applications is often used to maintain settings once a circuit is trimmed.

The wiper current must not exceed certain specified maximum values that for wirewound and cermet potentiometers may range as high as to 100 mA. Furthermore, for minimizing the noise the wiper current should be kept above certain minimum values. Both the maximum and minimum values are determined by rated resistance and track material. The following formulas may serve as a guidance at the same time as they contain certain derating information. If the resistance value in question is called R and is expressed in kΩ when we insert it in the “0.4 power fraction” we get the following conditions.

As already mentioned the trimming potentiometer designs and sizes vary significantly. Round, cheap single turn carbon or cermet track trimmers exist, with a varying degree of sealing, both for SM or hole mount applications. Multi- turn trimmers in round, square and rectangular housings exist, with a varying degree of sealing and wear resistance. Because there are no multi-turn tracks a mechanical gear change is used. By means of an adjustment screw and a worm gear and a circular track or a geared spindle drive – a kind of screw where the “nut” serves as holding fixture for the wiper – and a long straight track the multi-turn function is accomplished. Figure 35. -38. show some cutaway views from the manufacturers BI technologies and Bourns.