Telescope Mount: Periodic Error and Guiding

2D companion of the equatorial-mount twin: how a small error in a worm gear turns into trailed stars, and how a guiding loop that watches a star corrects it.

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The science

What is modelled

An equatorial mount follows the stars by turning one axis at the sidereal rate, about 15 arcseconds per second. The drive is a worm screw meshing with a large worm wheel, and the wheel turns once in a sidereal day. No gear is perfect, so the telescope speeds up and slows down a little in each turn of the worm, which gives a periodic error that repeats every sidereal day divided by the number of teeth. During a long exposure the star wanders by the change of this error, and the image is a short trail instead of a point. An autoguider measures the position of a star on a second small camera every few seconds and tells the mount to correct part of the measured error; this is a feedback loop that removes slow errors well but can make fast errors worse if it is too strong or too slow.

Equations

  • Worm period T = 86164 s / N; sidereal rate 360 × 3600 / 86164 = 15.04 arcsec/s.
  • Error δ(t) = A [sin(2 π t / T) + h sin(4 π t / T + φ)] + r t; trail = largest change of δ during the exposure.
  • Image scale 206.265 p / f arcsec per pixel.
  • Guiding loop ck = ck−1 + g (δk − ck−1) with one sample of delay; the error left at frequency ω is |1 − z−1 g / (1 − (1 − g) z−1)|, z = ei ω τ.

Checks run in the page

  • The worm period and the sidereal rate.
  • The longest trail from a numerical scan against the closed form for a pure sine.
  • The guiding loop simulated against its theoretical error reduction.
  • The image scale from a tangent against the small-angle formula.

Honest simplifications

A single axis, a smooth two-harmonic error, a constant extra rate error, a guiding loop with a fixed delay of one sample and no measurement noise, flexure or backlash. A real mount also has random gear errors, and a real star centroid has noise that limits the gain of the loop, so these numbers show the principle and are not an imaging plan.

What to try
  • Press Unguided, 2 minute exposure and see the stars stretch; then press Short exposure, no guiding.
  • Press Autoguided and compare the trail with the unguided case.
  • Press Guiding too slow and too strong and look at the last graph: a loop can amplify an error it cannot follow.
Tracking error over two worm turns
Worst star trail against exposure time
What the guiding loop leaves, against frequency
Share of the worm error left, against guiding gain
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