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Tutorial: Mounting Optical Lens
Tutorial: Mounting Optical Lens
Mir Salek
Optomechanics, Fall 2008
1- Introuction
An assembly of lens is hold usually in a lens barrel. Each lens is fixed in this barrel by a
mounting structure. An example of a lens barrel is shown in Figure .The followingcriteria should be met by a lens mount:
! "t should define the position of the lenses to the re#uired accuracy.
$! %oes not deform or change the optical properties of the optics by stress
& ! 'ro(ides the re#uired ad)ustments for the optics* ! 'rotects the optics from the maximum predicted shoc+ to the de(ice
, ! 'rotect the optics in presence of en(ironmental extremes such as extreme cold and
heat or moisture. The de(ice might not be operational in these extreme situations.
- ! Maintain its function upon operational en(ironmental (ariations. The most commonen(ironment effects are temperature and (ibrations.
Figure : a lens barrel assembly
The position of the optics is defined by a fixed mechanical structure and a retainer pushes
the optics to this reference point. Figure $: Lens hold in the cellillustrates a lens hold in a
cell. "n this article different methods of mounting the lens are presented. "n each casethermal properties and resistance to shoc+ and (ibration of the mount is discussed.
Figure - of reference
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Tutorial: Mounting Optical Lens
Figure 2: Lens hol in the cell2
2- Mounting the Lens
2-1- Mounting !ith "e#erence to the Mechanical $%is
"n loose tolerance or less expensi(e systems the position of the lens may be defined by
its mechanical axis. Mechanical axis is defined by the mechanical edges of the lens. Thema)or issue here is of course misalignment of optical axis of the lenses in the system. Theother problem occurs when the lens has appreciable edge thic+ness. "n this case lenses
might tip and their edges might crac+. To a(oid the latter problem either the edge of the
lens is made in a circular format or a relief should be made in the cell. The former case isshown in Figure &and the latter case inFigure *.
Figure &: 'etails (ie! o# a lens !ith spherical rim&
$Figure , of reference &Figure / of reference
$
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Tutorial: Mounting Optical Lens
Figure ): *utting a relie# in the cell to a(oi +amming)
2-2- Mounting !ith "e#erence to the Optical $%is
The optical surfaces of the lens determine its optics axis. There are three well +nown
methods to seat the lens on its optical surfaces: obtuse angle tangent and sphericalcontact. All three types are shown in Figure ,."n terms of ease of production and
precision ran+ing order of the three designs is 0 obtuse angle $0 tangent and &0
spherical. "n terms of tolerance to stresses the order is the re(erse. The obtuse angle edgesharpness can (ary. 1e will discuss this in more detail in the stress section.
All the structures in Figure ,are shown for con(ex surfaces. The mount shapes for fourconfigurations of mechanical interface to optical surfaces are shown inFigure -. The
tangent structure can not be used with conca(e surfaces.
Figure : Mounting lens on its optical sur#aces
*Figure from reference $ page 2/,Figure 3 of reference
&
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Tutorial: Mounting Optical Lens
Figure : Four con#iguration o# mechanical inter#aces on spherical lens sur#aces.
&- "etainer
"n this article retainer is any structure which pro(ides the spring force to press the optics
to the reference mount. "n this section different retainer types are presented. The next
sections would explain the stress and thermal issues of the most common types ofretainers.
&-1 Snap "ing
4nap ring is a flexible ring which is bent and slid in a groo(e by the lens. This structure is
shown in Figure /. 4ome snap rings ha(e two contact holes. These contact holes alle(iate
gripping and tightening them. 5owe(er most snap rings used to hold optical de(ices do
not ha(e these contacts. Therefore ta+ing them out of the groo(e is (ery difficult.
Figure /: Snap"ing/
&-2 Shim
Mount
4himming is
used to reducethe radial
distance
between the lens and the mount. 4hims help to isolate the lens from (ibration and thermalexpansion. Effect of shim is somewhat similar to flexures. 6rass shims are easier to insert
but are not (ery compliant. Mylar and Teflon shims are (ery compliant. A shim mount isshown in Figure 3.
-Figure 2 of reference /Figure from 7eference $ page 23
*
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Tutorial: Mounting Optical Lens
Figure 8: Shim mount8
As shown in Figure 2the shims can be inserted in three $89 segments. The radial gap
between the optics and the cell ranges from 8.83 to 8.&mm. This techni#ue is usually
combined with 7T potting ;discussed later
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Tutorial: Mounting Optical Lens
Figure 10: $ #le%ure mount: & tangent ars holing a lens10
&-)- Threae "etainer "ing
This is the most popular type of retainer. Threaded retainers can ha(e any of thestructures of Figure ,. Figure $shows a lens held by a threaded retainer. The height of the
retainer and the cell mount should be the same. Otherwise a tor#ue would be applied to
the lens which would cause additional stress. The situation is shown in Figure .
Figure 11: Stress as a result o# misaligne #orces11
The ma)or problem with this type of retainer is stress at the contact. A nylon retainer
could reduce contact stress. An O0ring could be inserted in the retainer to a(oid metal0glass contact. Another way to reduce stress is to combine a threaded retainer with a
flexure one. Figure $illustrates these retainers.
8Figure of reference &Figure from reference $ page $& with modifications
-
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Tutorial: Mounting Optical Lens
Figure 12: 4pecial types ofThreaded 7etainers12
7etainers also tend to tilt the optics. Threaded pieces are generally not precise. Thereforethey should only apply the spring force to the seat and not change the position. One +ey
factor is that threaded retainers should ha(e loose fit. 4ometimes an intermediate non0
rotating ring is first inserted to hold the lens in position.
)- Stress Issues in Mounting Optics
4tress in glass is caused by se(eral factors. The mount needs to hold the optics in its
place. This force causes an initial stress. 4hoc+s can cause much greater stress.
Temperature change is also a ma)or cause of stress which is discussed in the next section.'ressure (ariation might be of concern in special systems as well.
The stress is problematic for two reasons. First it can ma+e the glass to brea+ or chip.This usually happens at relati(ely high stresses. >lass is resistant to tensile stress of +si
for permanent load and about * +si for short term loads. 5owe(er glass in
optomechanical de(ices is usually under compressi(e stress rather than tensile. Mostglasses ha(e about ,8 +si compressi(e strength.
4ometimes compressi(e stress in one part of a glass might cause tensile stress in other
parts and produce small crac+s. To ma+e sure that these crac+s do not occur themaximum compressi(e stress should not be more than a sixth of the maximum
compressi(e strength of the glass. 5owe(er usually these crac+s are ignorable.
A much more delicate effect of stress on glass is birefringence. This is usually caused by
smaller stress of about ,88 psi ?@. 5owe(er birefringence is mostly a concern in
polariation sensiti(e applications.
)-1 $%ial Stress
A contact between lens and mount is shown inFigure &. The sharper the edge the less
would be its radius. The stress of the mount on the lens is gi(en by e#uation 1&.
$From reference $ page $* and $,&From reference $ page $-
/
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Tutorial: Mounting Optical Lens
Figure 1&: 3ontact point o# a mount an a lens1)
45uation 1
For tangentional contact dBB d$and for sharp edge mounts d$BB d. 5owe(er the
radius of the edge can be assigned to tailor the stress of the mount. For most materialused in mounts C B 8.& and therefore 0C$ D . Also if E> D Emas it is for Aluminum and
glass then e#uation reduces to
- Temperature 4##ect
Materials expansioncontraction as a result of temperature change depends on their
coefficient of thermal expansion ;TE
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Tutorial: Mounting Optical Lens
Tale 2: Mechanical *roperties o# 3ommon Metals1
4ince the oefficient of thermal expansion of optical material and mounts are usually
different the
-1- "aial Stress
7adial stress is an issue when the lens flat edge is in contact with the mount. "f the de(ice
is tight to the barrel the stress on lens as a result of temperature drop is
45uation 2 1/
47is the radial stressaM is t he metal TEa> is t he glass TE
dT is the temperature change
EMis the metal modulus of elasticityE>is the metal modulus of elasticity
-Table * of reference /E#uation of reference
2
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Tutorial: Mounting Optical Lens
%>is the lens diameter
tcis the metal wall thic+ness
For typical (alues of aMH&.ppm9Fa>H&.2 ppm9FdTH 0,8 9F EMH 8e0- lbin$
E>H./e0- lbin$ %>H$ inch and tcH 8.8-$, inch stress would be $/$ which is far less
than the compressi(e stress of the glass. "t is also about a factor of $ less thanbirefringence criteria of the glass.
The relati(e diameter change of glass to the mount can be calculated from
I7 H IJ7IT
For the same parameters of abo(e except dT H K,89F I7 would be */inch. This (alueis less than $.,m which is about the radial clearance of a typical small lens.
-2- $%ial Stress
For a sharp edge retainer the maximum axial stress as a result of temperature change canbe obtained from the following e#uation:
45uation &18
For the same typical (alues used in section *0 the maximum axial stress would be$.*3+si more than the birefringence limit but still much less than compressi(e strength of
the glass.
- 4lastomeric Mounting o# Lenses
Elastomers are widely used to attach optics to cells. The elastomer should be inert. 7oomtemperature (ulcaniing ;7T< silicon robber polymer is a common material used as
elastomer. haracteristics of some common 7Ts is summaried in Table &.
1hen elastomer is used the radial spacing between glass and metal would be larger.
Typical (alues are between 8.8 to 8.8$ inches ;8.$, to 8.,mm
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Tutorial: Mounting Optical Lens
4ince 7Ts are not (ery stiff they might allow small motion of the optics. Therefore
some motion of the optics might occur during shoc+ or (ibration.
Figure 1): 4lastomeric mounting o# lens1
Tale &: 3haracteristics o# common "T6s20
/- Stacke 3ell Lens Mounting
"n this design indi(idual lenses are mounted on separate cells. Then all the cells are
mounted in housing. Each lens should be concentric and coaxial with its cell. This design
2Figure 8 of reference $8Table , of reference
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Tutorial: Mounting Optical Lens
can be (ery precise and is used precision applications.Figure ,shows an stac+ed0cell
lens mount.
Figure 1: Stacke-cell lens mount
8- 3onclusions
4e(eral techni#ues for mounting lenses were re(iewed. %epending on the re#uired
alignment and en(ironmental situations a particular design is preferred to the others.
"e#erences
?@ oder '. 7. 'roc. of 4'"E ol 82,2 ' $ Nan 233
?$@ u+obrato(ich %. u+obrato(ich 4. "ntroduction to Opto0mechanical %esign
7atheon 4ystems o. %efence 4ystems 4egment.?&@ u+obrato(ich % 7ichard 7 M Flexure Mounts For 5igh 7esolution Optical
Elements 'roc of 4'"E ol. 82,2 Nan 233
$