CMS

Cavity Monitoring System

Operation Manual

Optech Incorporated
Industrial & 3D Imaging Division
300 Interchange Way
Vaughan, Ontario
Canada L4K 5Z8
Telephone: (01) 905-660-0808
E-mail: [email protected]
Website: www.optech.ca

0040134/Rev A.1

July 2007

Disclaimer and Limitation of Liability

Optech Incorporated assumes no responsibility for any damage, loss or other claim incurred by an end user or any third party arising or
resulting from the use of this instrument or its associated software.

Shipping Damage
This unit is inspected before shipment. As soon as the unit is received from the carrier, and before operation, inspect the unit for damage
that may have occurred during shipment. If any damage is found, file a claim promptly with the carrier and notify Optech immediately.

Trademark
Windows 2000/NT/XP and ActiveSync are trademarks of Microsoft Corporation. Other products and brand names may be trademarks or
registered trademarks of their respective owners.

Copyright 2007 by Optech Incorporated

All rights reserved. This item and the information contained herein are the property of Optech Incorporated. No part of this document may
be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language in any form or by
any means otherwise, without the express written permission of Optech Incorporated, 300 Interchange Way, Vaughan, Ontario, Canada L4K
5Z8.

Comments
If you have any comments or suggestions about this documentation, contact Optech Technical Publications at [email protected].

Revision
Revision

Date

Description

Rev A

Nov 06

290000101 Rev E obsolete

Release

Rev A.1

Jul 07

Update

Contents
Page
1 ABOUT THIS MANUAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Who should read this manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CMS user documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Organization of this manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Notice formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Type conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1
1
1
3
3

2 INITIAL PRODUCT SETUP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

First steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Standard packing list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Checking the CMS shipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Connecting the power module jumper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Inspecting the support hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
To check the VIP hardware (option) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing the post-processing program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

3 SAFETY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Visible laser pointer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Pointer operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Infrared rangefinder laser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Rangefinder laser operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Minor physical hazards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11
12
12
12
13

4 PRODUCT OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Hardware components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Software components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Theory of operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Important programmable settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Laser rangefinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Range measurements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Data and power handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Scanning laser head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Laser rangefinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Fork assembly (motors, arm, base, insertion post) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Main components of the fork assembly (Figure 7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Power module case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Hand-held controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Controller program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Post-processing reduction program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Support hardware (boom and masts) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Vertical insertion package (VIP option) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tripod adapter option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Batteries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
High-temperature protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15
15
16
16
17
17
17
18
18
19
20
21
22
23
24
25
27
27
28
28
28

5 CMS CONTROLLER PROGRAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Main menu options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Controller operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Wireless connection icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Entering parameters on the controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30
31
31
33

6 SURVEY WORKFLOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

7 PREPARING FOR A SURVEY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Planning the survey setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setup parameters for standard hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setup parameters for the VIP option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Functional check (option) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Packing and transporting equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Items to transport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Items not required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Packing precautions for booms and masts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

37
38
40
41
42
42
42
43

8 FUNCTIONAL CHECK (OPTION) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

When to do a functionality check. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Equipment required for the functionality check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Doing a functional check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the front boom section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the tripod adapter (option) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

45
45
46
47
47

9 SETTING UP UNDERGROUND STANDARD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Unpacking the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Assembling the masts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the masts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To assemble the masts and extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Positioning the masts and boom holders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To position each mast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Assembling the boom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the boom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To assemble the boom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Attaching the scanning laser head to the boom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the head and boom receptacles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To attach the scanning head. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Attaching the boom targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Inserting the scanning head into the cavity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

49
50
50
52
53
53
54
54
55
57
57
58
59
60

10 SETTING UP UNDERGROUND VIP OPTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Survey precautions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the VIP option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
VIP case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Drawings and VIP components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Unpacking the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Assembling the CMS holder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To assemble the CMS holder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Initializing the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Assembling and inserting the VIP/head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About assembling the rods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To assemble and insert the VIP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
VIP survey operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

63
64
64
65
68
68
68
69
70
70
70
71

11 GEO-REFERENCING THE CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Equipment required for geo-referencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About CMS geo-referencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the laser center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Geo-referencing - standard setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About standard geo-referencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To geo-reference the CMS (standard setup). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Geo-referencing - VIP setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About VIP geo-referencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About VIP insertion rods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To geo-reference the CMS (VIP setup) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

73
73
74
74
74
75
76
76
78
78

Entering survey coordinates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

12 INITIALIZING THE CMS AND CONTROLLER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Powering on the CMS and controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up wireless communication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To set up a wireless connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To fix wireless problems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Initializing the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About scanning head initialization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To initialize the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Checking batteries and disk space. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CMS battery status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Controller battery status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Controller disk storage space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

81
83
83
85
85
85
86
88
88
88
88

13 SURVEYING WITH THE CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Programming a CMS survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To program a survey. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Survey menu options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Leveling and starting a survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To level the CMS and start a survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Leveling menu options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Monitoring a survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To monitor the survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Survey progress window options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Stopping a survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To stop a survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Losing wireless connection during a survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To recover from a lost wireless connection for the entire survey. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Checking survey results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

89
89
90
91
91
93
94
94
95
96
96
97
97
98

14 PACKING UP AFTER A SURVEY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Powering off the CMS and controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Removing the scanning head (standard setup) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Packing the CMS (standard setup) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Disassembling the VIP setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
After the survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

15 DOWNLOADING AND PROCESSING SURVEY DATA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Downloading survey data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Processing survey data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
About the Report window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

16 USING THE TRIPOD ADAPTER OPTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Setting up the tripod adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

17 MAINTENANCE, HANDLING AND STORAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Handling the scanning head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
General handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Routine maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Charging the CMS battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To recharge the CMS battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Charging the controller battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Effect of losing controller battery power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To check the controller battery power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To charge the controller battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Temperature changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

115
116
116
116
116
117
117
118
118
119
119

18 TROUBLESHOOTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
General troubleshooting steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Troubleshooting tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Power module faults. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Controller faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Wireless connectivity faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CMS controller program faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Initialization faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Scanning head motion faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Data faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Rebooting the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Soft-resetting the controller. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Recovering from a CMS low battery error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To recover from a CMS low battery error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Inspecting the scanning head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Inspecting the power cable and connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Doing a test scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Suitable test area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To perform a test scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sample test scans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Doing a laser test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the laser test scan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To test the laser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using a different calibration file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

121
122
122
123
124
125
126
127
128
128
128
129
129
130
130
130
130
131
131
132
132
132
135

19 CONFIGURING THE CONTROLLER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Controller battery power and losing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Overview of the controller configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using Microsoft ActiveSync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the CMS program on the PC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Connecting the controller to the PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the CMS program on the controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring controller power settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring controller wireless connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To set the WLAN profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To select the WLAN profile and options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Restarting the controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Restoring the CMS controller program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Un-installing the CMS controller program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrading the CMS controller program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

137
138
138
139
139
143
145
148
148
152
154
155
157
157

20 CUSTOMER SUPPORT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Contacting Optech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Third-party software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Software upgrades. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Returning equipment to Optech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

159
159
159
159

Figures
Page
Figure 1: Power module jumper disconnected for shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Figure 2: Power module jumper closed and ready for operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Figure 3: CMS post-processing program, main screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Figure 4: FDA Class 2 caution label . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Figure 5: CMS theory of operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Figure 6: Scanning laser head in fork assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Figure 7: Fork assembly diagram, showing main components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Figure 8: Power module case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Figure 9: Hand-held controller in cradle (delivered unit may not be as shown) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Figure 10: CMS controller program, main menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Figure 11: CMS post-processing program, main window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Figure 12: CMS masts and mast extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Figure 13: CMS tripod adapter option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Figure 14: CMS controller windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Figure 15: CMS controller main menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Figure 16: Hand-held controller in cradle (delivered unit may not be as shown) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Figure 17: Controller main screen, showing wireless disconnected . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Figure 18: Controller main screen, showing wireless connected . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Figure 19: Controller input prompt window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Figure 20: CMS survey workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Figure 21: Standard CMS survey setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Figure 22: Skewing the CMS masts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Figure 23: VIP survey setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Figure 24: Controller case (boom targets not shown) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Figure 25: CMS mounted to a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Figure 26: Standard CMS survey setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Figure 27: Main mast and extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Figure 28: Skewing the CMS masts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Figure 29: Boom sections assembled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Figure 30: Handling the scanning head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Figure 31: Boom front target when using total station or EDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Figure 32: VIP transport case, showing VIP rods (primary rod is tagged) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Figure 33: CMS lowered into the borehole . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Figure 34: Inserting the VIP into a borehole (parts, Table 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Figure 35: CMS holder, top and bottom views (parts, Table 5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Figure 36: Handling the scanning head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Figure 37: Laser center (with scanning head facing to the left) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Figure 38: Geo-referencing the scanning head - standard setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Figure 39: Geo-referencing the scanning head, VIP operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Figure 40: CMS controller and post-processing windows, showing survey coordinates . . . . . . . . . . . . . . . . . . . . . . . . 79
Figure 41: Controller main window, showing disconnected state . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Figure 42: Power button on power module case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Figure 43: Controller main menu, showing connected state . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Figure 44: CMS system check is successful . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Figure 45: CMS system check fails (time-out message) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Figure 46: Scanning head initialization window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Figure 47: Initialization progress window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Figure 48: CMS reset counter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Figure 49: Survey menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Figure 50: Survey menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Figure 51: Leveling menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Figure 52: Leveling results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Figure 53: Survey coordinates window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Figure 54: Survey progress window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Figure 55: Cancel survey window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Figure 56: Data download progress window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Figure 57: Survey summary window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Figure 58: Power button on power module case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Figure 59: New Partnership window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Figure 60: Microsoft ActiveSync main window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Figure 61: Typical controller directory structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Figure 62: Open window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Figure 63: CMS post-processing window, showing data from open survey file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Figure 64: Report window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Figure 65: Tripod with adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Figure 66: Tripod adapter insertion holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Figure 67: Tripod adapter with locking pin inserted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Figure 68: CMS scanning head inserted into adapter and mounted on tripod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Figure 69: Handling the scanning head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Figure 70: CMS battery power display on the controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Figure 71: Controller power display window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Figure 72: Low CMS battery warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Figure 73: CMS test scan, showing rotation skew (top) and almost no rotation skew (bottom) . . . . . . . . . . . . . . . . . . 131
Figure 74: Controller main menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Figure 75: Scanning head initialization window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Figure 76: Initialization progress and reset windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Figure 77: Laser test window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Figure 78: Choose ROD Calibration File window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Figure 79: Pocket PC controller in cradle (delivered unit may not be as shown) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Figure 80: ActiveSync main window and system tray icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Figure 81: Connection settings window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Figure 82: New Partnership window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Figure 83: Microsoft ActiveSync window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Figure 84: Typical controller directory structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Figure 85: Copying the CMS program to the controller root directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Figure 86: Copy & Convert progress window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Figure 87: Copying to the controller Application directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Figure 88: Controller Settings, System tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Figure 89: Power window, Wireless tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Figure 90: Power window, Advanced tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Figure 91: Backlight link, Battery Power tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Figure 92: Backlight, External Power tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Figure 93: Mobile Companion menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Figure 94: WLAN Profiles window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Figure 95: Mode tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Figure 96: Authentication tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Figure 97: Encryption tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Figure 98: IP Config tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Figure 99: Power tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Figure 100: Mobile Companion, Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Figure 101: No wireless connection (left), and wireless connection established (right) . . . . . . . . . . . . . . . . . . . . . . . . 154
Figure 102: Controller main window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Figure 103: Folders drop-down menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Tables
Page
Table 1: Type conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Table 2: Survey setup parameters for booms and masts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Table 3: Survey setup parameters for VIP hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Table 4: VIP package parts (Figure 34) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Table 5: CMS holder assembly parts (Figure 35) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Table 6: Geo-reference survey coordinates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Table 7: General troubleshooting checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Table 8: Power module faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Table 9: Controller faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Table 10: Wireless connectivity faults. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Table 11: CMS controller program faults. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Table 12: Initialization faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Table 13: Scanning head motion faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Table 14: Data faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

CMS Operation Manual

About This Manual

ABOUT THIS MANUAL

Who should read

this manual

Who should read this manual page 1

CMS user documentation page 1

Organization of this manual page 1

Notice formats page 3

Type conventions page 3

This manual describes the use, programming and maintenance of Optech's Cavity
Monitoring System (CMS). It is intended for surveyors, engineers and operators who
are familiar with survey procedures, and for data processors working with CMS data.
This manual assumes that you are familiar with mine operations and the technical
concepts underlying CMS operation.

CMS user documentation

An Operation Manual and Operation Checklist are delivered with each CMS. Documentation is available in print and in Adobe Acrobat PDF format.

Organization of
this manual

This manual consists of the following chapters:

1. About This Manual
Basic information about the manual and its conventions.
2. Initial Product Setup
Initial product setup, standard packing list, installing software.
3. Safety
Laser eyesafety, minor physical hazards.
4. Product Overview
Theory of operations, communications and data, CMS
hardware and software.
5. CMS Controller Program
General information on the CMS controller program.

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About This Manual

CMS Operation Manual

6. Survey Workflow
Workflow flowchart showing main steps.
7. Preparing for a Survey
Planning the hardware setup, packing equipment.
8. Functional Check (Option)
Checking the CMS at the surface.
9. Setting Up Underground - Standard
Assembling support hardware, inserting the scanning head into
a cavity.
10. Setting Up Underground - VIP Option
Assembling support hardware, inserting the scanning head, for
the vertical insertion package.
11. Geo-Referencing the CMS
Geo-referencing CMS targets, establishing survey coordinates.
12. Initializing the CMS and controller
Powering on, wireless communication, initializing the
scanning head, checking batteries and data storage space.
13. Surveying with the CMS
Leveling, programming, running and stopping a survey, recovering from a lost wireless connection, checking results.
14. Packing Up after a Survey
Powering off, packing equipment, after-survey steps.
15. Downloading and Processing Survey Data
Downloading data, using the CMS post-processing program.
16. Using the Tripod Adapter Option
Using the tripod adapter for fast setup and operation.
17. Maintenance, Handling and Storage
Handling the scanning head, routine maintenance, charging
batteries, storage.
18. Troubleshooting
Troubleshooting tables, rebooting the CMS, handling low
battery, inspecting hardware, test scans, laser test.
19. Configuring the Controller
Restoring the controller configuration, installing, restoring, uninstalling and upgrading the CMS controller program.
20. Customer Support
Contacting Optech, returning equipment.

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CMS Operation Manual

Notice formats

About This Manual

To highlight important information, this manual uses the following signal words. Do
not proceed until you understand the information and have complied with any
instructions:
Danger/Caution
Potential for minor or moderate injury; unsafe practices.
Notice
Damage to equipment or loss of data; policy on safety of personnel or
protection of property.
Note
Important or useful information.
Tip
Programming, operation or maintenance suggestion.

Type conventions

This manual uses the conventions outlined in Table 1.

Table 1: Type conventions

0040134/Rev A.1/Jul 07

Text

Type

Example

Hardware labels

Sans-serif text

POWER

PC/controller text

Bold text

Load Plan

Folders and filenames

Monospace text

C:/Program Files

About This Manual

CMS Operation Manual

0040134/Rev A.1/Jul 07

CMS Operation Manual

Initial Product Setup

INITIAL PRODUCT SETUP

First steps

First steps page 5

Standard packing list page 6

Checking the CMS shipment page 7

Connecting the power module jumper page 7

Inspecting the support hardware page 9

Installing the post-processing program page 10

When you first receive your new CMS:

1. Check the CMS shipment (page 7).
2. Connect the battery jumper in the power module case (page 7).
3. Inspect the support hardware (page 9).
4. Confirm that the hand-held controller is configured for CMS operation, and
configure the controller if necessary (page 137).
5. Install the CMS post-processing program onto your PC (page 10).
6. Charge the CMS and controller batteries (page 116).

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Initial Product Setup

Standard packing
list

CMS Operation Manual

The following list applies to the standard CMS configuration and its most common
options. Your unit may differ.

Transport case

Power module case

Scanning head
Locking pin
15-m power cable
Large boom target
Small boom target
Mast wrenches (2, option)

Case

Controller
Controller cradle
Controller serial cable
9 V charger for controller
Power cord for 9 V charger
Spare controller battery

Documentation
CMS Operation Manual
CMS Operation Checklist(s)
Controller documentation
CD
CMS controller software
Post-processing software
Boom calibration file

COEFF.ROD

24 V charger for power module case

Power cord for 24 V charger
Spare fuse
Mast bag

VIP option

Jack sections (2)

Mast extensions (8: 4 lengths x 2 per
length)
Mast clamps (2)
Mast anchors (4)
U-shaped internal supports for bag (3)

Primary rod/CMS holder assembly

Standard rod (24)
Joining bar (24)
Locking bar (2)
Cap screws, hex socket head, 3/816 1/2" (50)
Power cable

Boom bag
Boom sections A to E (5)
U-shaped internal supports for bag (3)

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CMS Operation Manual

Checking the CMS

shipment

Initial Product Setup

To check your CMS shipment:

1. Inspect the shipping carton(s) for external damage that may have occurred
during transit.
2. Open the shipment, and check the contents against the standard packing list
(page 6).
3. Inspect the hardware, especially the scanning head, for visible damage such as
scratches and dents.
4. Inspect the rangefinder window, and make sure that it is clean and not cracked
or scratched. For cleaning instructions, see "Routine maintenance" page 116.
5. If any items are missing or damaged, notify the carrier and your Optech representative immediately.

Connecting the
power module
jumper

To prevent accidental operation, the internal jumper in the power module case is
disconnected (open) before shipping. Before you can charge the batteries and
operate the CMS, you must:
1. Open the power module case. The jumper is wrapped in the instruction sheet
on the foam insert.
2. Attach the jumper to the battery terminals as shown on the instruction sheet
(Figure 1 and Figure 2, page 8).

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Initial Product Setup

CMS Operation Manual

Figure 1: Power module jumper disconnected for shipping

Figure 2: Power module jumper closed and ready for operation

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CMS Operation Manual

Inspecting the
support
hardware

Initial Product Setup

Before using the CMS for the first time, check that the booms and mast are stable
and fit together well.
Check that:

Locking pin for the scanning head fits the post key
Mast jacks secure and lock firmly in position
All boom sections fit together smoothly
All boom latches lock firmly in position
Nylon storage bags include all slings and interior supports.

For assembly instructions, see "Setting Up Underground Standard" page 49.

To check the VIP hardware (option)

1. Assemble the VIP hardware (page 63).
2. Check that all hardware fits together well.
3. Check that the scanning head fits securely into the head adapter, and is fixed in
position with the locking pin.

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Initial Product Setup

CMS Operation Manual

Installing the
post-processing
program

The post-processing program and the boom calibration file are provided on CD. To
install the program:
1. Insert the CD into the CD drive on your PC.
2. Copy the following files to any folder on your PC. The two files must be in the
same folder:

CMSPosProcess.exe
COEFF.ROD.

3. Double-click on CMSPosProcess.exe, and confirm that the main screen

appears (Figure 3, page 10).
4. Create a shortcut for the program on your desktop.

Figure 3: CMS post-processing program, main screen

10

0040134/Rev A.1/Jul 07

CMS Operation Manual

Safety

SAFETY

Visible laser pointer page 11

Infrared rangefinder laser page 12

Minor physical hazards page 13

The CMS has two lasers, a visible laser pointer and an infrared rangefinder laser.
The lasers are housed in the scanning head, and are aligned with each other.

Visible laser
pointer

Caution Visible laser light Do not stare into beam

Use of controls or adjustments or performance of procedures other than
those specified herein may result in hazardous exposure to laser light.
Follow these standard precautions:

Do not use optical instruments, such as binoculars or other

devices that collect light, with the laser pointer.

Do not stare directly into the laser.

Do not install the CMS at eye level.

The visible laser pointer is co-aligned with the rangefinder beam, and projects a red
spot on any surface. This beam spot may be hard to see in bright light.
The laser pointer is designed as a Class 2 laser product as specified by the United
States Food and Drug Administration (FDA), 21 CFR 1040.10-11. The laser pointer
incorporates all safety features required by the FDA. The label that appears on the
unit is shown in Figure 4.
Class 2 denotes low power visible lasers or laser systems that, because of normal
human aversion responses, do not usually present a hazard. In normal installation
and use, a person may view the laser light with the naked eye or with eyeglasses
assisting vision. As with many conventional light sources, there is some potential
for hazard if the laser light is viewed directly for a long time.
The pointer emits continuous visible laser light with the following specifications:

0040134/Rev A.1/Jul 07

Wavelength of 635 nm
Optical power of less than 1 mW
Laser spot diameter of less than 15 mm at a range of 5 m.

11

Safety

CMS Operation Manual

Pointer operation
The laser pointer fires continuously as long as the CMS is powered. This status is
shown by the LASER POINTER ON LED on the top of the scanning head.

Figure 4: FDA Class 2 caution label

Infrared
rangefinder laser

The infrared (IR) laser emits energy that is not visible to the human eye. This laser is
used to make range measurements.
The IR laser is designed as a Class 1 laser product as specified by the United States
Food and Drug Administration (FDA), 21 CFR 1040.10-11. A label certifying compliance with FDA regulations is attached to the CMS. The model, serial number and
date of manufacture also appear on this label.
Class 1 denotes lasers that cannot, under normal operating conditions, produce a
hazard. In normal installation and use, a person may view the laser light with the
naked eye or with eyeglasses assisting vision.
As a standard laser precaution, do not stare into the laser beam while the CMS is
firing.
The IR laser emits continuous visible laser light with the following specifications:

Wavelength of 905 nm
Optical power of less than 0.2 mW
200 pulses per second (Hz).

Rangefinder laser operation

The laser fires as long as START SURVEY or LASER TEST is selected on the CMS
controller. When the laser is firing, range and other data are displayed on the controller.
The green power button on the side of the power module case lights up as long as
power is supplied to the CMS, regardless of whether the laser is firing.

12

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CMS Operation Manual

Minor physical
hazards

Safety

Caution Heavy weight

CMS equipment bags are long and can be awkward to lift and carry.
VIP option: Always use 2 people to carry the VIP hardware bag.

Caution Minor pinching hazard

Do not touch the scanning head while the CMS is powered. Fingers
may get pinched when the scanning head moves.
The CMS can present minor physical hazards when handling the scanning head or
transporting equipment cases and bags.

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13

Safety

CMS Operation Manual

14

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CMS Operation Manual

Product Overview

PRODUCT OVERVIEW

Theory of operation page 16

Data and power handling page 17

Scanning laser head page 18

Power module case page 21

Hand-held controller page 22

Controller program page 23

Post-processing reduction program page 24

Support hardware (boom and masts) page 25

Vertical insertion package (VIP option) page 27

Tripod adapter option page 27

Batteries page 28

Options page 28

High-temperature protection page 28

The CMS is a laser-based mining instrument, designed for subterranean scanning,

that makes non-contact measurements to assess the dimensions of unsafe or inaccessible cavities. The CMS delivers a fast, accurate surveying solution in a configuration that meets the challenge of working undergrounda compact unit, wireless
operation, sealed optics and specialized accessories.

Hardware components

Scanning laser head, to elevate and rotate the rangefinder as it collects data
Hand-held controller (Pocket PC), to control the CMS wirelessly and collect and
store survey data

Power module case, to power the CMS and provide a wireless access point

Support hardware, for standard horizontal operation (boom and masts)

Optional vertical insertion package (VIP), for surveys through boreholes or ore
passes
Transport case, to carry CMS hardware underground

Software components

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CMS Pocket PC controller program, to set up and run a survey

Post-processing program, to convert CMS laser data to DXF or XYZ coordinates
after a survey

15

Product Overview

Theory of
operation

CMS Operation Manual

A CMS survey consists of one or more surveys of underground cavities, as shown in

Figure 5.

Figure 5: CMS theory of operation

In operation, the CMS scanning laser head is inserted into a cavity. After making a
single measurement at an elevation of 0, the scanning head is elevated by an
operator-programmed amount (the elevation step). The head rotates 360 at this
angle, collecting range and angle data continuously. After completing the rotation,
the head is stepped up to the next elevation angle, and rotates to collect data at this
new, slightly wider, angle. The process is repeated until the cavity has been
surveyed to the programmed elevation limit (up to 140).

Important programmable settings

Elevation limit
Maximum elevation angle for the scanning head. The standard
setting is 140, with the head elevated to survey the area
behind it.
Elevation step
Amount by which the scanning head is elevated between rotations. The default setting is 1.
Azimuth step
Angular increment between each rangefinder position as the
head rotates 360. The default setting is 1.

16

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CMS Operation Manual

Product Overview

For complete information on programming, see "Surveying with the CMS" page 89.

Laser rangefinder
At the heart of the CMS, the rangefinder uses a laser diode to make non-contact
range measurements to almost any material, operating in both dark and well-lit
environments without using retro-reflectors or mirrors. The laser beam produces no
false echoes and resolves small targets at long range. The beam can be reflected
from a non-reflective surface at virtually any angle, and still return to the unit to
produce a range measurement.

Range measurements
To calculate the range, the time of flight of the laser pulse to and from a surface is
measured by a high-precision counter, and then converted into a range reading by a
microprocessor. By firing the laser rapidly and using averaging to reduce random
errors, the rangefinder produces high-resolution readings independent of range.

Data and power

handling

In operation, serial range and angle data from the scanning head is transmitted via
the power cable to a small computer in the power module case. As the survey continues, the data is then transferred via a wireless connection from the case to the
hand-held controller. The controller programs and monitors the survey over this
connection.
If wireless communication fails or survey data on the controller is lost, the data can
usually be restored. It is downloaded automatically from the power module case
when the controller establishes a wireless connection again.

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17

Product Overview

Scanning laser
head

CMS Operation Manual

Notice Misalignment and motor damage

Handle the scanning head by the fork only. The alignment of the
motors in the scanning laser head is very sensitive. If you handle the
head assembly incorrectly, the head may rotate, its angular accuracy
may lessen, and the motors may be damaged. See page 115.
The scanning laser head carries out the CMS survey in cavities and other underground areas. It consists of a laser rangefinder and a motorized fork assembly
(Figure 6). The head is connected to the power module case by a 15-m power and
serial data cable.

Figure 6: Scanning laser head in fork assembly

Laser rangefinder
The Optech rangefinder measures ranges and reports the ranges to the computer in
the power module case. The rangefinder is housed in a metal hood to protect it
from dirt and damage. It has two lasers:
Rangefinder laser
Infrared beam (wavelength 905 nm) that measures distance.
This laser fires continuously as long as the CMS is powered on.
Laser pointer
Visible beam (wavelength 635 nm) that is aligned with the
rangefinder beam. It produces a red spot at the location that is
measured by the rangefinder laser.
The laser pointer fires continuously as long as the CMS has
power.

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CMS Operation Manual

Product Overview

Fork assembly (motors, arm, base, insertion post)

The fork assembly has three main functions:

Position the laser rangefinder according to manual instructions or a programmed pattern. It rotates the rangefinder about the boom axis, and
elevates the rangefinder about the pivot axis.
Report azimuth and elevation angle information to the computer in the
power module case.
Connect the rangefinder to the support hardware. The arm is inserted into
the receptacle on boom section A.

Figure 7: Fork assembly diagram, showing main components

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19

Product Overview

CMS Operation Manual

Main components of the fork assembly (Figure 7)

Elevation drive motor
Motor that drives the rangefinder to its next elevation angle,
located on the fork arm.
Azimuth drive motor (rotation)
Motor that rotates the rangefinder, located on the fork base.
Fork arm
Assembly (including the elevation drive) that connects the
rangefinder to the fork. Use the arm to handle the scanning
head.
Fork base
Base (including the azimuth drive) for the entire assembly.
Insertion post
Post that is inserted into support hardware such as the boom or
an adapter. The power cable is attached to this post.
Locking pin
Metal pin that locks the post into position.

20

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CMS Operation Manual

Power module
case

Product Overview

The power module case (Figure 8) has the following main functions:

Provide battery operation during a survey

Receive and store survey data from the rangefinder/scanning head
Transmit data to the controller via an internal wireless access point.

The power module has the following main components:

Two rechargeable 12-VDC batteries, connected in series

Small computer with data storage
Wireless access point
CMS power button
Power connector and serial data port.

To prevent accidental operation, the jumper between the two internal batteries is
disconnected for shipping. The jumper must be reconnected before operation
(page 7).
For battery information, see page 28.

Figure 8: Power module case

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21

Product Overview

Hand-held
controller

CMS Operation Manual

The controller (Figure 9) is an industrial hand-held Pocket PC computer that uses

wireless communication to:

Program and control CMS operation remotely

Monitor the survey progress remotely
Monitor battery power and data storage space during a survey
Store survey data for later download to a PC.

The controller uses Mobile 2003 software for Pocket PCs to run the wireless CMS
controller program.
The controller includes a cradle and charger.

Figure 9: Hand-held controller in cradle (delivered unit may not be as shown)

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CMS Operation Manual

Controller
program

Product Overview

The wireless CMS controller program enables you to:

Program a CMS survey manually

Monitor the survey by viewing a rough image of the progress in real time
Stop or re-program a survey
Download survey data to a PC on the surface at the end of the survey.

The controller program is installed on the hand-held controller. For information on

program windows and fields, see "Surveying with the CMS" page 89.

Figure 10: CMS controller program, main menu

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23

Product Overview

Post-processing
reduction
program

CMS Operation Manual

The CMS post-processing program enables you to:

Process CMS laser point data

Edit coordinate data
Convert the data into DXF or XYZ coordinates.

The data can then be imported into modeling or other mine software.
The program software can be installed on any PC running the Microsoft Windows
XP/2000 operating system.
For information on program windows and fields, see "Downloading and Processing
Survey Data" page 105.

Figure 11: CMS post-processing program, main window

24

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CMS Operation Manual

Product Overview

Support
hardware (boom
and masts)

Note
For more information, see "About the masts" page 50, and "About the
boom" page 54.
The standard CMS support hardware has the following functions:

Support the scanning laser head

Extend the head into a cavity.

The supports consist of:

Two vertical masts, each with separate extensions

One horizontal boom of five separate sections.

The mast hardware includes:

Built-in locking jack to force each mast into place

Boom holders to keep the boom in place.

All structural pieces are made of a carbon-fiber composite material for enhanced
strength and lightness.
In operation, the masts are braced between the sill and the back to support the
boom. Each mast is 2 m long, with extensions up to 5 m. The extensions are
connected by high-density polyethylene fittings.
The boom extends the scanning laser head into a survey position. The boom
consists of up to five sections, each 2 m long, and can extend up to 10 m from the
rear post. The power cable connecting the scanning head to the power module case
runs inside the first boom section only.
To set up the hardware, see "Setting Up Underground Standard" page 49.

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25

Product Overview

CMS Operation Manual

Main Mast

Mast
Extensions

Mast Setup
(Longer extensions
at bottom)

Conical Pin

Jack
Threaded
Receptacle

0.3 m

Jack Lock
0.6 m

0.9 m
Mast

1.2 m

Jack
<30 cm

Threaded
Insertion
Flange

Main Mast
1.5 m

Conical Pin

Not To Scale

Figure 12: CMS masts and mast extensions

26

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CMS Operation Manual

Product Overview

Vertical insertion
package (VIP
option)

Notice Equipment damage

Use the VIP only in truly vertical (90) operation. Optech does not
support using the VIP in holes inclined at other angles.
The VIP option enables the CMS scanning head to be inserted down boreholes as
deep as 38 m, with a minimum diameter of 255 mm (10 inches). Vertical surveys
are possible as far as 38 m (124 ft.) from the borehole collar.
The VIP consists of:

Aluminum rods
Joining and locking bars
Centering springs for the primary (head) rod
Scanning head adapter
Power cable.

Many aspects of VIP operation are the same as with standard CMS boom and masts.
The main differences are setting up the survey hardware (page 63) and geo-referencing the laser head (page 76).

Tripod adapter
option

The tripod adapter (Figure 13) enables you to use the CMS from a tripod rather than
the standard boom. This setup is faster and sometimes more convenient than using
a boom. To use the adapter, see page 111.

Figure 13: CMS tripod adapter option

0040134/Rev A.1/Jul 07

27

Product Overview

Batteries

CMS Operation Manual

The CMS is powered by a battery pack of two +12 VDC SLA batteries, which are
connected in series to provide 24-V operation for approximately 4 hours (7.2 amp
hours). The current consumption of the CMS during a survey is approximately 1.8
A.
The batteries are stored in the power module case (page 21). The battery status is
always displayed on the controller.
To recharge the batteries, see page 116. Recharging takes up to 7 hours.

Options

Optech provides other options and extra quantities upon request. Options include:

High-temperature protection

Aluminum cases for booms and masts

QVOL software for analyzing CMS data, installed on Windows computers.

To protect the CMS from temperature extremes outside its specified operating range,
the units power supply is automatically shut off without warning if the temperature
of the rangefinder rises above

68C 3C.
The power supply is re-enabled automatically and without warning when the temperature returns to an operable level. The CMS then resumes operation with the
same programmed settings as before shutdown, and begins reporting range readings
again.
To protect the laser pointer from temperature extremes above its specified operating
range, the laser pointer is shut down automatically when the ambient temperature
exceeds about 50C. The pointer is automatically re-enabled when the temperature
drops.

28

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CMS Operation Manual

CMS Controller Program

CMS CONTROLLER PROGRAM

Main menu options page 30

Controller operations page 31

Wireless connection icons page 31

Entering parameters on the controller page 33

Note
Controller windows and operations are described in "Surveying with the
CMS" page 89.

Figure 14: CMS controller windows

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29

CMS Controller Program

CMS Operation Manual

Main menu
options

Figure 15: CMS controller main menu

SURVEY
Program and run a survey (page 89).
LASER TEST
Check the functionality of the scanning head (page 132).
Utilities
Not available.
Quit
Exit the controller program.
System Battery
Bar graph of CMS battery status.

30

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CMS Operation Manual

Controller operations

CMS Controller Program

The CMS controller program enables you to define and carry out surveys and related
functions. The program is installed on the hand-held Pocket PC controller
(Figure 16).
The controller communicates with the power module case through a wireless connection.

Figure 16: Hand-held controller in cradle (delivered unit may not be as shown)

Wireless connection icons

You can check the status of the wireless connection on the controller at any time:
Disconnected (Figure 17)

Signal strength bar is empty (white) (no connection)

Connectivity icon at top has added X (no IP connectivity)

Mobile Companion icon is red with a white exclamation mark

Connected (Figure 18)
Signal strength bar is green

Connectivity icon has two arrows with no X

Mobile Companion icon is green.

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31

CMS Controller Program

CMS Operation Manual

Figure 17: Controller main screen, showing wireless disconnected

Figure 18: Controller main screen, showing wireless connected

32

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CMS Operation Manual

Entering parameters on the

controller

CMS Controller Program

To enter parameters, tap the appropriate button on the display. The input prompt
window appears (Figure 19):
Alphanumeric buttons (1-9, A-Z)
Tap several times to access the various characters.
Backward arrow (<--)
Backspace to erase a character.
Forward arrow (-->)
Move to a new character.
Enter
Accept the parameters that you entered.
Cancel
Discard parameters.

Figure 19: Controller input prompt window

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33

CMS Controller Program

CMS Operation Manual

34

0040134/Rev A.1/Jul 07

CMS Operation Manual

Survey Workflow

SURVEY WORKFLOW
For details on each survey step, see the indicated chapters.

Figure 20: CMS survey workflow

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35

Survey Workflow

36

CMS Operation Manual

0040134/Rev A.1/Jul 07

PREPARING FOR A SURVEY

Planning the
survey setup

Planning the survey setup page 37

Setup parameters for standard hardware page 38

Setup parameters for the VIP option page 40

Functional check (option) page 41

Packing and transporting equipment page 42

The setup of the support hardware varies for each survey, along with the conditions
and safety at each site.
Before transporting equipment underground:

Make sure that the site is suitable for a CMS survey

Determine how best to set up equipment.
Remove any obstacles or safety hazards.

To plan a standard CMS survey, obtain the information in Table 2, page 38 and
Figure 21.
To plan a survey using the VIP option, obtain the information in Figure 23, page 41
and Table 3, page 40. See "Setting Up Underground VIP Option" page 63 for
complete information on setup issues.

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37

Setup parameters for standard

hardware

Table 2: Survey setup parameters for booms and masts

Parameter

Setup requirement

Front mast location

Near cavity opening

Safe to set up

2 m or more behind front mast

Rear mast location

Height of drifts at mast

Depth of head insertion into
cavity

Number of boom sections

5 m or less

9 m or less from rear mast

Boom behind rear mast

38

Skewed slightly (Figure 22), to make it

easier to geo-reference the boom targets

The further the head is inserted, the larger

is the blind spot behind the head that
cannot be surveyed
Restrict the cantilever length (the distance
from the front mast to the scanning head) to
a maximum of 7 m (Figure 21)
5 sections, each 2 m long
Projects at least 30 cm, to secure the boom
in the rear holder
Prevents damage to the boom, as too much
force is placed on the rear joint if it is part
of the cantilever

0040134/Rev A.1/Jul 07

Figure 21: Standard CMS survey setup

Figure 22: Skewing the CMS masts

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39

Setup parameters for the VIP

option

Table 3: Survey setup parameters for VIP hardware

Parameter

Setup requirement

Borehole angle

Location of the borehole or

vertical shaft in the mine grid
Depth of the borehole

Borehole collar/locking bar

Depth of head insertion into
cavity

Number of rod sections

40

VIP is designed for true 90 operation only

Accurate geophysical reference data in
XYZ or DXF format
38 m maximum
Depth must be known to ensure that the
head has cleared the break-out point of the
borehole and is safely in the cavity
If the head moves while still inside a
narrow borehole, the head may be
damaged or jammed against the sides of
the hole
Level as possible
Elevation from scanning head to the top of
the top rod must be 38 m or less
The further the head is inserted, the larger
is the blind spot behind the head that
cannot be surveyed
24 rods, each 1.524 m (5 ft.) long

0040134/Rev A.1/Jul 07

Figure 23: VIP survey setup

Functional check
(option)

0040134/Rev A.1/Jul 07

If the CMS has been in storage or has not been used for a while, do a basic functional check of the CMS at the surface before taking the CMS underground ("Functional Check (Option)" page 45). Otherwise, skip this procedure.

41

Packing and
transporting
equipment

Notice Equipment damage

The CMS is designed for mine operation. Nevertheless, be careful when
transporting the CMS to and from the survey site, and packing or
unpacking equipment.

Items to transport
When packing CMS equipment, check the standard list on page 6 to confirm that
you have all required components.
CMS equipment is packed in the following bags and cases:

Yellow transport case

Yellow power module case
Boom bag
Mast bag
VIP container (for VIP option).

Store the contents of the transport case in their proper cutout position, as shown in
Figure 24.

Items not required

The following items are not required underground, and can be stored until the CMS
returns:

42

24-V power module battery charger and cable

Controller cradle, 9-V charger and cable.

0040134/Rev A.1/Jul 07

Figure 24: Controller case (boom targets not shown)

Packing precautions for booms and masts

To avoid damage, always pack the support hardware correctly before transport:

Fasten the internal velcro straps of the boom and mast bags before you
close the dual zippers of each bag.
When consolidating boom sections, insert sections into each other
unevenly to prevent binding during transportation:
A
into
C
into
E
B

0040134/Rev A.1/Jul 07

into

D.

43

44

0040134/Rev A.1/Jul 07

FUNCTIONAL CHECK (OPTION)

Doing a functional check page 46

Using the front boom section page 47

Using the tripod adapter (option) page 47

The functionality check is not required if you are using the CMS regularly. It is
intended to confirm that the CMS is operating correctly after storage or repair, by
testing the main functions on the surface before going underground.
This chapter assumes that you are familiar with CMS operation. For complete information on all steps, see the referenced chapters.

When to do a functionality check

After long storage, shipment or repair

For troubleshooting

Equipment required for the functionality check

0040134/Rev A.1/Jul 07

Office with uncluttered target wall that is 5-7 m from the CMS head

Stable, level table or deskany flat, horizontal surface with good support

Scanning head and locking pin

Controller

Power module case

Power cable

Front boom section (A) or tripod adapter

45

Doing a functional check

Notice
If the CMS fails at any point, see "Troubleshooting" page 121.
1. Set up the CMS scanning head on the table.
You can use the front boom section (page 47) or the tripod adapter option
(page 47).
2. Power on the CMS and controller (page 81).
3. Establish wireless communication (page 83).
4. Initialize the CMS and controller (page 85).
5. Program the survey (page 89).
For a quick scan, enter small ranges (for example, an ELEVATION LIMIT of only
20 and STEP of 5).
6. Level and start the survey (page 91). Do not enter any survey coordinates.
7. Monitor the survey (page 94).
8. When you have confirmed that the CMS is scanning as expected, stop the
survey (page 96).
9. Check the survey results and the data file (page 98).
10. Check the CMS and controller batteries, and the controller storage space
(page 88).
11. Power off the CMS and controller (page 99).
12. Disconnect and pack the CMS equipment (page 101).

46

0040134/Rev A.1/Jul 07

Using the front

boom section

1. Attach the front boom section (section A) securely to a desk or table. Orient the
boom so that its narrow end projects slightly beyond the surface edge, level and
perpendicular to the target wall (Figure 25).
2. Pass the yellow power cable through the boom, starting from the narrow end.
3. Connect the cable to the scanning head.
4. Mount the scanning head onto the boom (page 57).
5. Insert the locking pin to secure the scanning head to the boom.
6. Connect the cable to the power module case.

Figure 25: CMS mounted to a table

Using the tripod

adapter (option)

You can also use the tripod adapter option to mount the scanning head:
1. Mount the scanning head into the tripod adapter, and insert the locking pin.
2. Secure the adapter to the table with tape or a clamp, or use a tripod.
3. Connect the yellow power cable from the scanning head to the power module
case.

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47

48

0040134/Rev A.1/Jul 07

SETTING UP UNDERGROUND STANDARD

Unpacking the CMS page 49

Assembling the masts page 50

Positioning the masts and boom holders page 53

Assembling the boom page 54

Attaching the scanning laser head to the boom page 57

Attaching the boom targets page 59

Inserting the scanning head into the cavity page 60

Notice Equipment damage

To prevent water and dirt from damaging electronics:

Always keep the lid of the power module and transport cases
closed during surveys

Keep connectors and plugs capped and covered until you

connect them.
Notice Two people
This procedure requires two people.
A training video is available for these procedures.

Unpacking the
CMS

Unpack the equipment at a safe distance from the cavity, near the planned position
for the rear mast. You should have the following containers:

Yellow transport case

Yellow power module case
Boom bag
Mast bag.

Check that all equipment is present and not damaged from transport.

0040134/Rev A.1/Jul 07

49

Figure 26: Standard CMS survey setup

Assembling the
masts

Note
If the height from the sill to the back is less than 2 m, mast extensions
are not needed. Skip this procedure.

About the masts

As shown in Figure 27, the two main masts have extensions of 1.2 m, 0.9 m, 0.6 m
and 0.3 m. At the bottom of each extension is a threaded polyethylene flange that
screws into the receptacle of the extension below. To improve the stability of the
mast, limit the number of extensions by using longer extensions wherever possible.
Each main mast has a conical steel pin at the bottom to prevent the mast from
slipping when it is braced against the rock. A similar pin can be screwed to the top
of the upper extension of the mast, to brace it against the back of the drift. The pins
rubber bumper is mounted in a threaded polyethylene flange to absorb some of the
strain of compression.
The main masts are 1.5 m long, with a jack that extends them another 30 cm.
Because the jack is used to extend the mast into a compression (locked) position, the
final height of the assembled mast should be less than 30 cm below the back of the
drift. Do not use excessive force to close the jack.

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0040134/Rev A.1/Jul 07

Example
If the height from the sill to the back is 4 m, use mast extensions of
1.5 m + 1.2 m + 0.9 m + 0.3 m = 3.9 m.
The mast is now within 10 cm of the back. Extend the jack 10 cm to reach the back.

Main Mast

Mast
Extensions

Mast Setup
(Longer extensions
at bottom)

Conical Pin

Jack
Threaded
Receptacle

0.3 m

Jack Lock
0.6 m

0.9 m
Mast

1.2 m

Threaded
Insertion
Flange

Jack
<30 cm

Main Mast
1.5 m

Conical Pin

Not To Scale

Figure 27: Main mast and extensions

0040134/Rev A.1/Jul 07

51

To assemble the masts and extensions

1. Choose the mast extensions.
Use longer segments wherever possible, especially at the base, and put shorter
segments at the top.
2. Unscrew the conical pin from the top of the main mast, and put it aside.
Use a mast wrench if necessary, inserting it into the holes on the mounting
flange.
3. Insert the mast extensions into the main mast. Insert the longer extensions first,
screwing each one in as far as it will go.
4. If necessary, tighten each joint by using both mast wrenches to push the flanges
together.
5. Screw the conical pin into the top of the upper extension.
You are now ready to position the masts.

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0040134/Rev A.1/Jul 07

Positioning the
masts and boom
holders

Position the assembled masts as shown in Figure 28:

Slightly skewed
At least 2 m apart
Standing as vertically as possible, to improve their stability.

Figure 28: Skewing the CMS masts

To position each mast

1. Position the top of the mast at the planned location.
If the back is meshed, insert the top of the mast into the grid. If there is no mesh,
find a relatively level spot.
2. Move the bottom of the mast until the mast is vertical.
3. Compress the mast:
a.

Disengage the jack lock.

b. Lift the jack handle.

c.

Extend the mast until its top and bottom are both touching the drift.

d. For best stability, minimize the jack extension.

0040134/Rev A.1/Jul 07

53

4. Lower the mast by 2 cm, and try to push the jack handle down.
If you cannot push the handle down, the mast is not properly compressed
against the sill and back. Adjust the height of the mast and repeat this step until
you can push the handle down and it locks.
When the jack handle locks, a stable compression fit has been reached and the
mast is now locked into place.
5. Shake the mast firmly to confirm that both ends are firmly compressed.
6. Attach a boom holder to each mast:
Rear mast

Holder with turn screw, facing down so that the boom

pushes up against the holder.

Front mast

Holder with no turn screw, facing up to cradle the

boom, which rests on top of the polyethylene fitting.

You are now ready to assemble the boom.

Assembling the
boom

Note
To simplify assembly:

Keep boom joints and cable connectors as clean as possible

Keep protective caps on all connectors until the cable is connected.

By planning the CMS setup (page 37), you should already know how far to insert the
scanning head into the cavity, and therefore the number of boom sections needed
for the survey.

About the boom

Each boom section is 2 m long, with sections labeled from A to E. Sections are
tapered so that the narrow end of each section fits into the wide end of the next.
The boom sections are connected in alphabetical order, with section A attached to
the scanning laser head, and section D or E closest to the rear mast and power
module case (Figure 29).
The tape attached to each boom section measures the distance from the scanning
head post. By adding an additional 29 cm, you can calculate the distance to the
laser center.

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0040134/Rev A.1/Jul 07

Unlike the other boom sections, section A is designed for the scanning head. It has
the following modifications:

Polyethylene receptacle for the scanning head

Insertion hole for the power cable that runs from the head to the power
module case.

Figure 29: Boom sections assembled

To assemble the boom

1. Lay out the boom sections for assembly:
a.

Place all the boom sections that you need for the survey in alphabetical
order, with section A nearest the cavity opening.

b. Place the receptacle end of section A nearest the cavity opening.

c.

Check that the narrow end of each section fits into the wide end of the next
section.

d. Check that the tape side of each section is facing up.

e.

Check that tape measurements increase from section A back to the last
section (usually D or E).

2. Tie a loose knot near the end of the yellow power cable. The cable will be
connected to the scanning head later.
The knot prevents the connector from slipping down inside the boom section in
the next few steps.
Tip
If the site is dirty or muddy, replace connector caps as soon as
possible.

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55

3. Insert the opposite end of the power cable into the receptacle end of boom
section A.
4. Thread the cable through section A and out through the cable insertion hole,
until only the loose knot of cable is left at the other end. The cable will run
outside the rest of the boom to the power module case.
As you run the cable through, lift the front end of the section to let gravity help.
Tug gently at the other end to draw the full length of the cable out.
5. Coil the cable next to section A.
6. Connect all the boom sections together, starting with section A:
a.

Push the sections together, one by one, so that the two clamps on one
section latch onto the corresponding hardware on the mating section.

b. Pull the two clamps back at the same time. The two sections are now
joined. The clamps should only be snug since they are designed only to
keep the boom sections from separating.
c.

Check that the tape measure has no gaps from section to section.

7. Rotate the completed boom 90:

a.

Hold the boom by the back end (the wide end of section D or E).

b. Rotate the boom from that back end.

c.

Check that the tape runs along the left of the boom when you look along it
into the cavity.

The boom is now oriented along its stronger axis, protecting it from possible
damage when it supports the weight of the scanning head.
8. Lift the boom gently, and move it to the masts along with the power cable.
Tip
To prevent the boom from rotating, hold its rear section until the
boom is fully extended into the cavity.
9. Cradle boom section A on top of the front mast boom holder, about 50 cm past
the holder.
10. Slide the boom forward, and rest the last boom section under the rear mast
boom holder.

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0040134/Rev A.1/Jul 07

11. Sight along the boom to check that:

Each section is properly connected

Boom is reasonably straight.

If a section is very crooked, try tightening or loosening the joints of the boom by
adjusting its clamps.
You are now ready to attach the scanning head.

Attaching the
scanning laser
head to the boom

Notice Misalignment and motor damage

Handle the scanning head by the fork only. The alignment of the
motors in the scanning laser head is very sensitive. If you handle the
head assembly incorrectly, the head may rotate, its angular accuracy
may lessen, and the motors may be damaged.

Figure 30: Handling the scanning head

At this point:

Boom section A is resting on the front mast boom holder, with one end of
the power cable knotted at its narrow end
Measuring tape runs along the left side of the boom when facing the cavity.

About the head and boom receptacles

Boom section A and the scanning head are designed so that, when the tape measure
is running along the left side of the boom as you face the cavity, the head can easily
be inserted into the boom receptacle in the proper orientation for surveying.
In this position, the projecting key on the side of the scanning head post slots into
the matching slot on the boom receptacle. When the locking pin is inserted, the
head is secured to the boom.

0040134/Rev A.1/Jul 07

57

To attach the scanning head

1. Remove the scanning head from the transport case.
2. Check that the scanning head window is clean and free from condensation:
Dirt

Clean as recommended in "Routine maintenance"

page 116, before proceeding.

Condensation

Wait for up to 15 minutes until the rangefinder has

warmed up or cooled down and condensation has disappeared. At that point, insert the head into the
cavity.

3. Support the boom so that it cannot rotate.

4. Untie the loose knot in the yellow power cable, and hold the connector so that
it cannot accidentally slip down into the boom.
5. Attach the cable to the connector on the scanning head. The connector is a
MIL-SPEC snap-lock connector.
6. Gently pull the other end of the cable to eliminate any slack.
Tip
Pull the power cable regularly over the next few steps until the
head is inserted into the boom receptacle.
7. Holding the scanning head, insert the post into the boom receptacle.
8. Rotate the head slightly until the projecting key on the side of the post slots into
the matching slot on the boom receptacle
9. Insert the locking pin into the holes in the receptacle, securing the head in
place.
You are now ready to attach the boom targets.

58

0040134/Rev A.1/Jul 07

Attaching the
boom targets

The boom targets are used to geo-reference the scanning head. To attach the two
targets to the boom:
1. Attach the front target to the scanning head, or to the front of the boom near the
cavity.
If you are using a total station or EDM, place the target on top of the rotation
housing, with the prism facing the total station (Figure 31).
2. Attach the back target towards the back of the boom:

To produce a more accurate calculation of the boom azimuth, place

the two targets at least 2 m apart

Use the same target orientation (prism or crosshair) as in step 1.

If one section of the boom is slightly crooked as a result of dirt or long use,
attach the boom target before that section. For example, if boom section D is
not straight, attach the target at the end of boom section C.
3. Measure and record the distance from the front target to the laser center on the
scanning head, as shown in Figure 31. If the front target is:
Above LED

Offset is 25 cm.

Not at scanning head

Measure the distance from the tape measure

on the boom. The distance from the target to
the laser center is the tape value + 29 cm.

This survey coordinate is entered later during the survey.

Figure 31: Boom front target when using total station or EDM
You are now ready to insert the scanning head into the cavity.

0040134/Rev A.1/Jul 07

59

Inserting the
scanning head
into the cavity

Note
This procedure requires two people, one at the front mast and one at the
rear mast.
1. Check that the CMS is fully prepared:

Scanning head window is clean and free from condensation

Scanning head is connected to the yellow power cable

Scanning head is locked into position with the locking pin

Boom targets are attached to the boom and the scanning head

All boom clamp connectors are properly latched

Power cable is threaded through boom section A and connected to the

power module case

Tape on the boom runs along the left side of the boom when facing
towards the cavity.
2. Hold the boom by the rear section and by the part of the boom at the front mast.
At the rear section, take care to prevent the boom from flopping onto its side.
3. Point the scanning head at the cavity, and slide the boom forward.
The boom slides over the front boom holder until a connector meets the holder.
Whenever this occurs, lift the boom over the connector and continue feeding
the boom forward.
Notice Mast flexibility
If the front mast is more than 4 meters high, it may sway and lose
position when the boom slides over the holder. For this reason, do
not use the front boom holder to slide the boom along. You can still
rest the boom on the holder if necessary.
4. As the end of the boom approaches the rear mast, push down on the boom at
the rear mast to prevent it from riding up against the rear boom holder.
5. When the head is fully inserted into the cavity, stop sliding the boom forward.
6. Check that the boom projects at least 30 cm behind the rear boom holder, for
stability. If it does not, reposition the boom.

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0040134/Rev A.1/Jul 07

7. Look along the boom to check that you can still see both boom targets. If you
cannot see both targets:
a.

Retract the boom and laser head carefully.

b. Re-attach the targets so that they can both be seen.

c.

Repeat this procedure and insert the head into the cavity again.

You are now ready to geo-reference the scanning head (page 73).

0040134/Rev A.1/Jul 07

61

62

0040134/Rev A.1/Jul 07

10 SETTING UP UNDERGROUND VIP OPTION

Survey precautions page 63

About the VIP option page 64

Drawings and VIP components page 65

Unpacking the CMS page 68

Assembling the CMS holder page 68

Initializing the CMS page 69

Assembling and inserting the VIP/head page 70

VIP survey operations page 71

Notice Two people

These procedures require two people and a toolkit with Allen wrenches.

Survey precautions

Notice Head orientation

To geo-reference survey data accurately to the mine grid:

Record the orientation of the scanning head when it enters the

borehole

Do not rotate the VIP assembly during insertion or during the

survey.
Notice Equipment damage
Use the VIP only in truly vertical (90) operation. Optech does not
support using the VIP in holes inclined at other angles.
To prevent water and dirt from damaging electronics:

Always keep the lid of the power module and transport cases
closed during surveys

Keep connectors and plugs capped and covered until you

connect them.
Because the head is inserted vertically and is not visible in operation, it is essential
that the depth of the borehole and the other information listed in Table 3, "Survey
setup parameters for VIP hardware", on page 40, be accurate and recorded.

0040134/Rev A.1/Jul 07

63

About the VIP

option

The vertical insertion package (VIP) lowers the CMS into underground cavities that
can only be accessed through a vertical shaft or borehole. The CMS can be lowered
to a depth of 38 m (124 ft.) from the borehole collar.
The VIP can lower the CMS through vertical spaces that are:

Oriented vertically at 90
As narrow as 205-255 mm (8-10 inches).

As shown in Figure 34, page 66, the VIP hardware consists of 24 rods that are
connected by inserting small joining bars, and locked into place by cap screws. The
CMS holder assembly (Figure 35, page 67) includes an additional primary rod that
holds the CMS scanning head. Tensile springs attached to this rod extend beyond
the width of the scanning head, protecting the head as it is lowered into the hole.

VIP case
The VIP ships in a rigid aluminum case that contains all VIP hardware (Figure 32,
page 64). The case weighs 32 kg (70 lb.) when full, with dimensions of 21 H x 164
L x 20 W cm (8.25 x 64.5 x 8 inches).

Figure 32: VIP transport case, showing VIP rods (primary rod is tagged)

64

0040134/Rev A.1/Jul 07

Drawings and VIP

components

Figure 33: CMS lowered into the borehole

Elevation

0040134/Rev A.1/Jul 07

Distance from locking bar to elevation axis of scanning head

Distance from the locking bar to the end of the rod

30 cm to laser center.

65

Figure 34: Inserting the VIP into a borehole (parts, Table 4)

Table 4: VIP package parts (Figure 34)

Part
CMS holder assembly with primary rod (Figure 35)

Standard rod

24

Joining bar

24

Locking bar

Locking cap screw, hex socket head, 3/8-16 1/2"

66

Quantity

50

0040134/Rev A.1/Jul 07

Figure 35: CMS holder, top and bottom views (parts, Table 5)

Table 5: CMS holder assembly parts (Figure 35)

0040134/Rev A.1/Jul 07

ID

Part

Quantity

CMS scanning head adapter

Primary rod

Outside spring mount

Inside spring mount

Spring

Screw, 1/4-20 1/2"

12

Screw, 1/4-20 5/8"

Screw, 1/4-20 31/2

Washer, locking, 1/4"

10

Washer, flat, 1/4"

11

Hex nut, 1/4-20

22
4

67

Unpacking the
CMS

Unpack the equipment near the borehole. You should have the following containers:

Yellow transport case

Yellow power module case
VIP case.

Check that all equipment is present and not damaged from the transport to the site.

Assembling the
CMS holder

Notice Misalignment and motor damage

Handle the scanning head by the fork only. The alignment of the
motors in the scanning laser head is very sensitive. If you handle the
head assembly incorrectly, the head may rotate, its angular accuracy
may lessen, and the motors may be damaged.

Figure 36: Handling the scanning head

See Figure 35, page 67 and Table 5, page 67 for details of the CMS holder assembly.
All part numbers in this procedure are drawn from that figure and table.

To assemble the CMS holder

1. Select the primary rod (part 2). This rod is similar to the standard rods, but has a
number of holes at one end to attach the CMS adapter. The primary rod is
usually tagged.
2. Secure the CMS adapter (part 1) to the primary rod, using two 1/4-20 x 5/8" cap
screws, two 1/4" locking washers and two 1/4" flat washers.

68

0040134/Rev A.1/Jul 07

3. Attach the outside spring mount (part 3) to the rod, using 1/4-20 x 3 1/2" cap
screws and flat washers. Do not fully tighten the screws at this point.
4. Attach the inside spring mount (part 4), using 1/4-20 x 3 1/2" cap screws and flat
washers.
5. Insert the tensile springs:
a.

Slide the outside spring mount so that the spring expands to fit the diameter
of the borehole.

b. Tighten the screws.

6. Install the scanning head into the CMS adapter. Slide the post key into the
notch on the adapter, and secure it with the locking pin.
7. Connect the long yellow power cable from the power module case to the
scanning head. Secure the cable tightly to the primary rod.
8. Insert a joining bar (Figure 34, page 66) into the primary rod, using two 3/8-16 x
1/2" hex socket head cap screws. Tighten the screws with an Allen wrench.
9. Install a standard rod (now rod 2) onto the open end of the joining bar, using
two 3/8-16 x 1/2" hex socket head cap screws. Additional rods are added later.
You are now ready to initialize the CMS, before assembling more rods and lowering
the VIP assembly into the borehole.

Initializing the
CMS

Notice Equipment damage

When the CMS is powered on, the head may rotate. To prevent
damage, always power on the CMS while the head is outside the
borehole.
1. Move the primary rod with scanning head onto a stable horizontal surface
above the ground.
2. Stabilize the primary rod, and secure it so that it does not move.
3. Power on the CMS by pressing the green button on the power module case.

0040134/Rev A.1/Jul 07

69

4. Power on the controller and launch the CMS controller software (page 81).
5. Initialize the scanning head (page 85).
The CMS levels and finds the mechanical home position in both the elevation
and rotation axes. This step may take several minutes.
You are now ready to assemble and insert the VIP into the borehole.

Assembling and
inserting the VIP/
head

About assembling the rods

You assemble the VIP rod by rod, lowering the scanning head into the borehole as
you do so. The locking bar, inserted horizontally halfway through each rod, holds
the rod assembly over the borehole as you attach the next rod.
Rods are numbered from the primary rod up: that is, rod 2 is attached to the primary
rod, rod 3 is attached to rod 2 and so on. Each rod is 1.524 m long.
The laser center is offset from the end of the primary rod by an additional 30 cm.

To assemble and insert the VIP

1. Remove the primary rod and CMS head from the horizontal surface. Handle the
scanning head carefully.
2. Insert the locking bar (Figure 34, page 66) horizontally through the hole halfway
down rod 2.
3. Lower the primary rod and scanning head into the borehole until the locking
bar rests on the collar of the borehole.
4. Rotate the CMS holder assembly in the borehole so that the red LED on the
scanning head points in a known orientation (azimuth).
5. Record this orientation of the scanning head for geo-referencing and later postprocessing
6. Insert a joining bar (Figure 34, page 66) into rod 2, using two 3/8-16 x 1/2" hex
socket head cap screws. Tighten the screws with an Allen wrench.
7. Install a standard rod onto the open end of the joining bar, using two more cap
screws. This is now rod 3.

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0040134/Rev A.1/Jul 07

8. Place a second locking bar into rod 3, and secure with two cap screws and an
Allen wrench.
9. Holding the rod assembly securely vertical:
a.

Remove the locking bar from rod 2.

b. Lower the assembly until the locking bar in rod 3 rests on the borehole
collar.
Notice Head orientation
Do not rotate the VIP assembly during insertion. Always keep the
scanning head pointed in the known direction (azimuth).

10. Repeat steps 6-9 for additional rods until the scanning head has passed through
the borehole and is at the required survey depth.
You are now ready to geo-reference, program and run a survey.

VIP survey operations

0040134/Rev A.1/Jul 07

VIP survey and processing operation is almost identical to standard operation. Differences are noted where applicable. VIP geo-referencing is described separately in
"Geo-referencing - VIP setup" page 76.

71

72

0040134/Rev A.1/Jul 07

11 GEO-REFERENCING THE CMS

Equipment
required for georeferencing

Equipment required for geo-referencing page 73

About CMS geo-referencing page 73

Geo-referencing - standard setup page 74

Geo-referencing - VIP setup page 76

Entering survey coordinates page 79

CMS geo-referencing requires the following equipment:

About CMS georeferencing

Total station (or theodolite and chain)

Tripod
Peanut prism with 30-mm offset (VIP option).

CMS geo-referencing performs a local coordinate transformation to:

Locate the scanning laser head relative to the mine grid

Calculate the boom azimuth (deflection), for standard operation.

CMS geo-referencing assumes that the:

Mine has been surveyed and an accurate mine grid exists

Total station is the primary survey tool, or theodolite and chain
Surveyor is familiar with geo-referencing concepts and terms.

When the CMS performs a survey, it stores information in the form of range data and
angle data (rotation and elevation) relative to the scanning head. However, for CMS
data to be useful, the data must be reduced to XYZ coordinates relative to the mine
grid. To do so, you must determine the location and azimuth of the scanning head
(the laser center).
In standard operation, the scanning head is attached to a boom. If the boom is not
perfectly straight, perhaps after long mine use, the azimuth of the scanning head is
changed. To determine the azimuth, you must survey the location of two targets
attached to the boom. The CMS post-processing program uses the target coordinates in a deflection formula to calculate the azimuth and determine the laser center
in 3D space relative to the mine grid.

0040134/Rev A.1/Jul 07

73

About the laser center

The laser center is the zero point for all range and position measurements. It is
located on the scanning head as shown in Figure 37.
In standard operation, the front boom target is mounted 25 cm (10") behind the laser
center. The tape running along the boom measures the distance from any point to
the scanning head post. By adding 25 cm, you can determine the distance from any
point to the laser center.
In VIP operation, the laser center is offset from the end of the primary rod by 30 cm.

Figure 37: Laser center (with scanning head facing to the left)

Geo-referencing standard setup

About standard geo-referencing

This procedure collects survey coordinates so that you can determine the location
and azimuth of the scanning head. As shown in Figure 38, it assumes that you are
using the standard CMS support hardware of booms and masts.
For a standard setup, CMS geo-referencing determines the following survey coordinates. Note that:

74

Northing, easting and elevation are required for both the front and the back
targets
All measurements are in meters.

0040134/Rev A.1/Jul 07

Figure 38: Geo-referencing the scanning head - standard setup

To geo-reference the CMS (standard setup)

Note
For information on survey coordinates and how to enter them, see
page 79.
1. Confirm that:

Boom targets are attached (page 59)

Distance from the front target to the laser center is measured and
recorded

Scanning head is inserted into the cavity (page 60).

When using a theodolite and chain, or if the front target is on the boom and not
the head, read the distance from the tape measure on the boom.
2. Set up the total station and tripod at a known control point in the mine grid:
a.

Backsight another control point in the mine grid to orient your total station.

b. If possible, check a third control point in the mine grid to verify the total
stations orientation.
c.

0040134/Rev A.1/Jul 07

Make sure that both boom targets (intermediate stations 1 and 2) can be
surveyed from this point.

75

3. If you cannot set up on an existing control point:

a.

Set up on a free point from which the two known control points are visible.

b. Triangulate and record the position of your free station by the method of
resection.
4. Using the total station, survey the front target (intermediate station 1). Record
the survey coordinates, or save the raw angle and distance information for later
processing.
5. Survey the back target (intermediate station 2). Record the survey coordinates
in meters.
You are now ready to power on the CMS (page 81). You can enter survey coordinates and the distance to the laser center on the controller later.

Geo-referencing VIP setup

About VIP geo-referencing

In VIP operation, the scanning head is inserted through a borehole at 90 into an
underground cavity. VIP geo-referencing is more complicated than with standard
operation because:

Vertical (90) operation is required

Scanning head is not visible and cannot be directly surveyed
Scanning head level changes when it is inserted into the borehole after its
first initialization.

Notice Critical information

The following measurements must be accurate and must not change
throughout the CMS survey:

Azimuth of the head when inserted into the borehole (recorded

during insertion, step 5, page 70)

Distance from the top of the top rod to the locking bar (A in
Figure 39)

Number of insertion rods used to insert the head, and therefore

the distance from the top of the rods to the scanning head (each
rod is 1.524 m long).

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0040134/Rev A.1/Jul 07

For an accurate VIP survey, you must survey, calculate and record the following
information:

Position of the total station

Location of the top rod
Azimuth of the scanning head when inserted into the borehole
Number of rods.

Figure 39: Geo-referencing the scanning head, VIP operation

0040134/Rev A.1/Jul 07

77

About VIP insertion rods

VIP operation uses up to 24 insertion rods, each 1.524 m (5 ft.) long. The rods are
hollow and 2.54 cm (1 inch) square. For more information on the rods, see the VIP
assembly procedure (page 63).

To geo-reference the CMS (VIP setup)

This procedure collects survey coordinates to determine the location of the scanning
head in VIP operation (Figure 39, page 77). It occurs after CMS initialization:
1. Confirm that:

Number of rods used is known and recorded (page 70)

Azimuth of the scanning head is known and recorded (step 5, page 70)

Scanning head is initialized and inserted into the cavity.

2. Set up the total station and tripod at a known control point in the mine grid.
Make sure that the top of the insertion rods can be surveyed from this point.
If you cannot set up on an existing control point:
a.

Set up on a free point from which two control points are visible.

b. Triangulate and record the free point position by the method of resection.
3. Using the total station, survey the first control point. Record the survey coordinates in meters.
4. Survey the second control point, and record its survey coordinates. The total
station calculates the free point and orients the azimuth.
5. Check another point to verify the orientation.
6. To ensure true vertical (90) operation, check that the ground at the locking bar
is flat and level. If it is not, level the surface if possible.
7. Check that the rod is fixed in position and will not move in operation. If the rod
shifts, survey coordinates and data may not be accurate.
8. Measure and record the distance from the locking bar to the top of the insertion
rods (elevation A on Figure 39, page 77).
9. Survey the top of the rod. Attach a peanut prism (30-mm offset) if necessary.
You are now ready to proceed with initialization (page 81). You can enter survey
coordinates during post-processing (page 105).

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Entering survey
coordinates

Enter the geo-reference survey coordinates as follows:

Standard survey coordinates
Enter these coordinates before or during the survey (controller
survey coordinates window, Figure 40 and step 5, page 93) or
after the survey in post-processing (step 4, page 108).
VIP survey coordinates
Enter these coordinates after the survey in post-processing
(Figure 40 and step 4, page 108).

Figure 40: CMS controller and post-processing windows, showing survey coordinates

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Table 6: Geo-reference survey coordinates

Input group

Input field

Standard setup (boom targets)

VIP setup

Front, Front Target,

Back, Back Target

North, Northing

Y axis of mine coordinate

system

Not applicable

East, Easting

X axis of mine coordinate

system

Elevation

Z axis of mine coordinate

system

Front Target to
Laser

Distance from front target to

laser center. With target
mounted over red LED on
scanning head, this is 25 cm.
For information, see Figure 31,
page 59 and associated text.

Location Verification

North, Northing

Calculated from boom target

data and COEFF.ROD file

Y coordinate of mine coordinate system

Calculated from boom target

data and COEFF.ROD file

X coordinate of mine coordinate system

Elevation

Calculated from boom target

data and COEFF.ROD file

Calculated as elevation Z - (A + B),

where Z = Z coordinate of mine coordinate system, A = height above locking
bar, and B = depth of insertion + 30 cm
(Figure 39, page 77). Elevation must be
fixed throughout survey.

Azimuth

Calculated from boom target

data and COEFF.ROD file

Entered manually. Measured when

scanning head is inserted into borehole.
This orientation must be fixed throughout survey.

Dip

Downloaded from controller

automatically. Measured by the
CMS during leveling.

Downloaded from the controller automatically. Measured by the CMS after

insertion during leveling.

Rotation

Downloaded from controller

automatically. Measured by the
CMS during leveling.

Enter 0.

East, Easting

80

Measured from total station reference

point at top of insertion rod

Measured from total station reference

point at top of insertion rod.

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12 INITIALIZING THE CMS AND CONTROLLER

Powering on the CMS and controller page 81

Setting up wireless communication page 83

Initializing the CMS page 85

Checking batteries and disk space page 88

After setting up the support hardware, you are ready to power and initialize the CMS
and controller. The CMS is programmed and monitored by the controller, which is
connected to the power module case via a wireless connection.

Powering on the
CMS and controller

1. On the controller, press the red power button. The main window appears
(Figure 41).
At this point there is no wireless connection between the controller and the
CMS (signal strength bars at top are empty).

Figure 41: Controller main window, showing disconnected state

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2. On the side of the CMS power module case, press the green power button
(Figure 42). The button lights up to indicate that power is on.
If the power button blinks or stays off, battery power is low or absent. Press the
button again. If the problem continues, return to the surface to recharge the
batteries (page 116).

Figure 42: Power button on power module case

3. Confirm that the following occurs:

Laser pointer comes on

Red LASER POINTER ON LED on top of the scanning head lights up

Scanning head may move slightly.

At this point the CMS and controller are powered on. You can now check the
wireless communication.

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Setting up
wireless communication

To set up a wireless connection

1. After powering on, check that the wireless connection is established and
displayed on the controller (Figure 43). The signal strength bar at top should
now be green.

Figure 43: Controller main menu, showing connected state

2. Tap Start > CMS_PockPCx.x.x (shortcut) or press FUNC + F10 on the controller.
The controller program checks the CMS:
Check successful

PXA and firmware versions appear, followed

by the main menu (Figure 44).
Continue to the next section.

Check unsuccessful

Time-out error message appears (Figure 45).

Reset the CMS and the controller, and repeat
this procedure.

Tip Resetting the CMS

1. Soft-reset the controller by pressing the yellow side button
at the same time as the ENTER + FUNC keys.
2. Power off the CMS by pressing the green button on the
power module case.

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Figure 44: CMS system check is successful

Figure 45: CMS system check fails (time-out message)

At this point the CMS and controller are communicating via a wireless connection.
You are now ready to initialize the CMS scanning head.

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To fix wireless problems

The controller has a typical wireless range of 30 m (100 ft.), or 15 m through rock.
Outside this range it may be difficult to maintain an uninterrupted connection.
If you cannot establish a reliable wireless connection:

Initializing the
CMS

Move nearer the power module case

Clear any obstacles between the controller and the case.

About scanning head initialization

When the CMS initializes, the following occurs:
1. The scanning head moves as follows:

Elevates to its upper limit

Lowers back down

Rotates

Stops at a position in line with the boom or adapter axis. This is the
home position.
2. The CMS resets while the controller counts down on-screen.
3. The survey menu appears so that you can program a CMS survey.
Note
The controller beeps intermittently during initialization. Beeps are
normal at this point, and indicate that the controller is not receiving data
over the wireless connection. When initialization is complete, the
beeps stop.

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To initialize the CMS

1. In the main menu, tap SURVEY. The scanning head initialization window
appears (Figure 46).

Figure 46: Scanning head initialization window

2. Tap START. The initialization progress window appears for the first phase of
initialization (Figure 47).

Figure 47: Initialization progress window

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3. Wait several minutes until the CMS completes initialization and resets itself.
During initialization, the CMS reset counter appears (Figure 48).

Figure 48: CMS reset counter

4. Confirm that the survey menu appears after the reset (Figure 49).

Figure 49: Survey menu

At this point, initialization is complete and you are ready to program a survey.
Before doing so, confirm that the CMS has enough battery power and disk storage
space for the surveys you are planning.

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Checking
batteries and disk
space

The CMS relies on two batteries for operation:

CMS battery
Controller battery.

CMS battery status

Battery status is displayed in the survey window (Figure 49) as a bar graph under
Battery: 21V-25V. The bars are not linear:
All bars

At least 6 standard scans, or approximately 4 hours of

operation.

2 bars

1 or more scans (40-45 minutes).

1 bar

Scan may not be completed. Recharge the CMS before

proceeding.

If power is low, a low battery error may appear on the controller (page 129).

Controller battery status

To check the battery power level, tap Start > Settings > System tab > Power.
(page 118).

Controller disk storage space

The disk storage space is shown at lower left in the survey window (Figure 49).
The controller can store up to 25 MB of data. The largest scan, a standard scan (0140, 1x1), is roughly 1 MB.

If batteries are charged and there is sufficient disk space, you are ready to program a
CMS survey.

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13 SURVEYING WITH THE CMS

Programming a CMS survey page 89

Leveling and starting a survey page 91

Monitoring a survey page 94

Stopping a survey page 96

Losing wireless connection during a survey page 97

Checking survey results page 98

At this point the CMS and controller are powered, and wireless communication is
established.

Programming a
CMS survey

To program a survey
1. In the survey menu, tap FILENAME to enter a name for the survey file.

Figure 50: Survey menu

2. Enter the scanning parameters for the survey (page 90).
You are now ready to level the scanning head, enter survey coordinates, and start
the survey.

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Survey menu options

FILENAME
Text file for the survey data.
ELEVATION LIMIT
Furthest extent of elevation (0-140). 140 is standard.
ELEVATION LOWER
Lower limit of elevation (0-140). 0 is standard.
ELEVATION STEP
Size of elevation step in degrees. 1 is the default.
AZIMUTH STEP
Size of rotational step in degrees. 1 is the default.
START SURVEY
Opens the leveling window before starting the survey
(page 91).
Battery
Bar graph of CMS battery status (page 88).
19.5 of 25.6 MB free
Amount of storage space for survey data (page 88). The largest
survey is about 1 MB.
BACK
Returns to the previous window.

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Leveling and
starting a survey

Before starting the survey, the CMS levels the scanning head to determine the differences between the geophysical level and the home position in the rotation and
elevation axes. This step may take a few minutes.
In VIP operation, the scanning head is only leveled after insertion into the borehole.

To level the CMS and start a survey

1. Tap START SURVEY. The leveling menu appears (Figure 51).

Figure 51: Leveling menu

2. Tap FULL AUTO LEVEL. The CMS levels the scanning head in the rotation and
elevation axes.
VIP option: After the borehole insertion, tap ELEVATION AUTO LEVEL. This
levels the scanning head in the elevation axis only.

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3. Wait a few minutes for the leveling to finish and the leveling results to appear
(Figure 52). The results show the differences between the geophysical level and
the home position.
Differences should be less than 2 on a level surface, and typically larger when
the scanning head is at the end of a boom.

Figure 52: Leveling results

4. Tap OK. The survey coordinates window appears (Figure 53). For an explanation of the coordinates, see "Geo-reference survey coordinates" page 80.

Figure 53: Survey coordinates window

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5. Enter all the survey information for the front and back boom targets from the
geo-referencing procedure.
VIP option: Skip this step, and enter the information in post-processing.
Tip
You can also enter the target coordinates by tapping the COORDS
button at any time during the survey, or in post-processing.
6. Tap OK. The survey progress window appears (Figure 54, page 94) and the
survey begins.
You can now monitor the survey.

Leveling menu options

FULL AUTO LEVEL
Levels both rotation and elevation axes (standard).
ELEVATION AUTO LEVEL
Levels elevation axis only, after inserting the VIP option into a
borehole.
NO LEVELING
When repeating a survey or troubleshooting only.

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Monitoring a
survey

To monitor the survey

A standard survey takes approximately 40-45 minutes. During the survey:
1. Check periodically that:

Data points appear on the controller as a rough visual indicator of the

surveyed area (Figure 54)

Battery power is adequate (more than 1 bar).

Figure 54: Survey progress window

2. (Option) Tap COORDS at any time to enter the survey coordinates for the
boom targets, if you have not already done so.
3. (Option) Tap STOP to cancel the survey at any time (page 96).
4. When the survey is complete, wait until the scanning head returns to its home
position.
After the survey you can check results in the survey summary window (Figure 57,
page 98).

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Survey progress window options

Timer
Estimated survey time remaining.
Elevation
Current elevation in degrees.
Sys Batt
CMS battery power remaining.
COORDS
Enters boom target coordinates at any time during a survey
(page 92).
STOP
Cancels the survey (page 96).

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Stopping a survey

You can stop a survey at any time. If you do:

Survey data and parameters are saved up to the stopping point

Survey (target) coordinates are discarded.

To stop a survey
1. Tap STOP in the survey progress window (Figure 54). A confirmation prompt
appears (Figure 55).

Figure 55: Cancel survey window

2. If you tap Yes to end the survey, the survey summary window (Figure 57,
page 98) appears:
a.

Tap OK to return to the survey progress window.

b. Wait as the CMS resets to its home position.

c.

Tap BACK to program another survey, or Quit to exit the controller

program.

3. If you tap No, the survey continues.

4. If you tap Quit to exit the controller program, the following occurs:
a.

CMS controller program closes and the main Pocket PC window appears

b. CMS survey continues to the end, and the CMS resets to its home position.
c.

96

Survey data is stored on the computer in the power module case, and
downloaded to the controller the next time it is connected to the CMS.

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Losing wireless
connection during
a survey

If the controller loses its connection with the power module case during a survey,
you cannot monitor or control the CMS. However, the survey continues:

CMS continues to scan

Data continues to be stored on the computer in the power module case
Data is downloaded to the controller automatically when the wireless connection is re-established.

To recover from a lost wireless connection for the entire survey

1. Wait until the CMS survey is complete.
2. Reboot the CMS and controller (page 81).
3. Check and re-establish the wireless connection ("Setting up wireless communication" page 83 and Table 10, "Wireless connectivity faults", on page 124).
4. Monitor the controller as the data stored in the power module buffer is automatically downloaded to the controller. The data download progress window
appears briefly (Figure 56).

Figure 56: Data download progress window

5. Initialize the CMS and continue the survey (page 89).

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Checking survey
results

When a survey is finished, the survey summary appears automatically.

Figure 57: Survey summary window

1. Check the survey summary window (Figure 57), and confirm that the results are
acceptable:
Total bad points

Number of dropouts and saturation points

No Range

Number of points with no range result.

These numbers are a rough guide only. They vary depending on the surface
being scanned and the total number of points, and are important only if the DXF
or XYZ output file is poor.
2. Tap OK. The main menu appears. Select one of the following:
BACK

Return to the survey menu to program another survey

(page 89).

Quit

Exit the controller program.

3. Check the survey data file:

a.

On the controller, navigate to My Device > CMS Survey Files or My

Device > Application > CMS_Surveys.

b. Check that the survey file is:

Located under the filename you entered

Reasonable size (~1 MB).

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14 PACKING UP AFTER A SURVEY

Powering off the CMS and controller page 99

Removing the scanning head (standard setup) page 100

Packing the CMS (standard setup) page 101

Disassembling the VIP setup page 102

After the survey page 103

Notice Equipment damage

To protect the scanning head, always power off properly. This ensures
that the scanning head is in the home position before powering off. Do
not adjust the head manually.
If the CMS does not power off correctly, reboot and power off again.

Powering off the

CMS and controller

When you have completed all surveys for the day, you are ready to pack up and
return to the surface.
1. On the controller, press Quit in the main menu to exit the program, if you have
not already done so.
2. Wait approximately 2 minutes for the scanning head to move to its home
position.
This position protects the head from damage when it is withdrawn from the
cavity, and prepares it for storage.
3. Power off the controller by pressing the red power button. Confirm that the
screen turns off.
4. Power off the CMS by pressing the green power button on the power module
case (Figure 58). Confirm that the button light goes off.

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Figure 58: Power button on power module case

Removing the
scanning head
(standard setup)

Notice Two people

This procedure requires two people.
Notice Misalignment and motor damage
Handle the scanning head by the fork only. The alignment of the
motors in the scanning laser head is very sensitive. If you handle the
head assembly incorrectly, the head may rotate, its angular accuracy
may lessen, and the motors may be damaged. See page 115.

To remove the scanning head:

1. Station one person at the rear mast, and one at the front mast.
2. Withdraw the scanning laser head carefully from the cavity. Support the boom
at all times.
For details on the boom and mast assembly, see "Setting Up Underground Standard" page 49.

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Packing the CMS

(standard setup)

1. Remove the two boom targets, and store them in the transport case.
2. Store the scanning laser head:
a.

Remove the head locking pin.

b. Remove the head from the boom, handling it only by the fork.
c.

Disconnect the power cable, and cap the exposed cable end.

d. Pack the head and locking pin carefully in the transport case.
3. Store the yellow power cable:
a.

Disconnect the cable from the power module case.

b. Cap the exposed cable end and the power module socket.
c.

Pull the other cable end out through boom section A.

d. Pack the cable in the transport case.

4. Disassemble the boom, and pack all sections in the boom bag:
a.

To fit all the sections into the bag, insert narrower boom sections inside
wider ones (A into C, A+C into E, B into D).

b. If the boom joints are stiff and the booms will not separate, work them back
and forth in the long axis until they come apart.
5. Disassemble the masts and store them in their bag.
Caution Loose rock
When you release the locking jack, loose rock may fall down from
the back. Use a scaler to check for this loose rock.
6. Store the controller in the transport case.
7. Check the contents of the case against the standard packing list (page 6) or your
own version.
8. Close and latch the transport and power module cases for transport.
9. Secure the boom and mast bags. Fasten the internal velcro straps of the boom
and mast support bags before you close the dual zippers of each bag.
You are now ready to transport the CMS cases and bags to the surface, where you
can download the survey data stored on the controller (page 105).

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Disassembling the
VIP setup

Notice Two people

This procedure requires two people.
Notice Misalignment and motor damage
Handle the scanning head by the fork only. The alignment of the
motors in the scanning laser head is very sensitive. If you handle the
head assembly incorrectly, the head may rotate, its angular accuracy
may lessen, and the motors may be damaged. See page 115.

To disassemble the CMS and VIP assembly:

1. Holding the top rod, lift the VIP rod assembly straight up.
2. Insert the second locking bar into the lower rod. This supports the VIP assembly
in the borehole, and prevents the assembly from slipping back into the
borehole.
3. Remove the locking bar from the top rod.
4. Disassemble the top rod:
a.

Remove the cap screws that secure the joining bar to the rod.

b. Remove the rod and the joining bar.

5. Repeat steps 1-4 for each succeeding rod.
For details on the VIP assembly, see page 70.
6. Disassemble the primary rod and remove the scanning head, by reversing the
steps in "To assemble the CMS holder" page 68.
7. Store the VIP support hardware in the VIP case.
8. Store all other CMS hardware in the transport case.
9. Check the contents of the cases against the standard packing list (page 6) or
your own version.
10. Close and latch the transport and power module cases for transport.
You are now ready to transport the CMS cases to the surface, where you can
download the survey data stored on the controller (page 105).

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After the survey

At the surface after the survey, prepare the CMS for the next survey:
1. Check the scanning head for damage.
2. Check the scanning head window for dust and dirt, and clean the window if
necessary (page 116).
3. After downloading the survey data, place the controller in its cradle for
charging. Keep the controller charged in its cradle until the next survey.
4. Charge the CMS (page 116).
5. Store the equipment safely at moderate temperatures. Make sure that the
transport and power module cases are closed and latched.

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15 DOWNLOADING AND PROCESSING SURVEY

DATA

Downloading
survey data

Downloading survey data page 105

Processing survey data page 107

You can download survey data on the surface after the survey. To download data,
your PC requires:

Directory with the CMSPosProcessing.exe and COEFF.ROD files

Microsoft ActiveSync 4.1 or later. This synchronization software for Pocket
PCs is available as a free download from the Microsoft website.

To download survey data:

1. Connect the serial cable and power cord to the controller cradle.
2. Place the controller in the cradle. The New Partnership window appears on the
PC (Figure 59).

Figure 59: New Partnership window

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105

3. Select Guest Partnership, and click OK. The Microsoft ActiveSync window
appears (Figure 60).

Figure 60: Microsoft ActiveSync main window

4. When Connected appears, click Explore. A file explorer window appears
(Figure 61).

Figure 61: Typical controller directory structure

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5. Double-click My Windows Mobile-Based Device. You are now at

the controllers root directory, as viewed from your PC.
6. Double-click CMS Survey Files, or navigate to Application\

CMS_Surveys.
7. Copy the survey file(s) to a folder of your choice on the PC.
8. Disconnect the controller and place it in its cradle to charge. This closes
ActiveSync as well.
You are now ready to process the survey data.

Processing survey
data

Note Processing VIP survey data

Use the standard procedure with the following exceptions:

Skip the Front Target and Back Target fields.

Under Location Verification, enter the VIP survey coordinates

as outlined in page 80.
To process data, the boom calibration file, COEFF.ROD, and the post-processing
executable file must be located in the same folder. To process survey data:
1. Double-click the CMSPosProcess icon on your desktop. The main window
appears (Figure 63).
2. To find the CMS survey data file, click Open File. The Open window appears
(Figure 62).

Figure 62: Open window

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107

3. Select the CMS data file, and click Open. The survey information is loaded into
the CMSPosProcess window (Figure 63).

Figure 63: CMS post-processing window, showing data from open survey file
4. Under Front Target and Back Target, enter the coordinates for the boom targets
if they were not entered during the survey. These coordinates are measured
during geo-referencing (page 73).
5. Under Convert Data In, select the output unit type, either Meters or Feet.
6. Under Process 1 Ring On, select the interval between elevation rings that you
want to process (for example, select 3 to process every third elevation ring).
Select 1 to process all rings.
7. Under Rotation Accuracy, select the interval between azimuth points that you
want to process (for example, select 2 to process every second azimuth point).
Select ALL to process all points.
8. Under Create Drawing as, select:

108

Mesh

Creates a closed mesh object (nearest neighbor).

Polyline

Creates separate polygons for each elevation ring.

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9. Save the processed results by clicking DXF Convert for DXF format, or XYZ
Convert for XYZ format.
10. Wait as the program processes the survey data. When processing is complete,
the Report window appears automatically (Figure 64).
11. Check the report window to confirm that the survey results are acceptable.

Figure 64: Report window

You can now import the DXF or XYZ file of the processed survey data into a mine
modeling or other software program.
Note
The filename and file path appear in the main window next to Save File.

About the Report window

The Report window displays the number of classified surveyed points. The numbers
are a rough guide only:
Dropouts
No range value for more than half of averaged data for a point.
Saturations
Returned intensity value for a point is too high.
Dropouts and Saturations
Combination of dropout and saturation points.
No Range
No range for all points in an average interval.
Over Range
Range for a point exceeded maximum value.

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CMS Operation Manual

Using the Tripod Adapter Option

16 USING THE TRIPOD ADAPTER OPTION

Setting up the tripod adapter

It is not necessary to use the CMS mast and boom assembly for every survey.
Instead, it may sometimes be faster and easier to set up the CMS on a tripod.
The tripod adapter installs the CMS scanning head securely on a standard tripod.

Setting up the
tripod adapter

1. Set up the tripod on a level surface. Position the tripod legs so that it can
support a heavy weight (Figure 65).

Figure 65: Tripod with adapter

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Using the Tripod Adapter Option

CMS Operation Manual

2. Place the adapter on the tripod. Secure the adapter by threading the tripod
central screw through the hole in the base of the adapter (Figure 66).

Figure 66: Tripod adapter insertion holes

3. Insert the scanning head post into the adapter.

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CMS Operation Manual

Using the Tripod Adapter Option

4. Insert the locking pin, to hold the head securely in place (Figure 67).

Figure 67: Tripod adapter with locking pin inserted

5. Attach the power cable from the scanning head to the power module case.

Figure 68: CMS scanning head inserted into adapter and mounted on tripod

You can now initialize the CMS and proceed with normal operation. Geo-referencing is optional and depends on your application.

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Using the Tripod Adapter Option

114

CMS Operation Manual

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CMS Operation Manual

Maintenance, Handling and Storage

17 MAINTENANCE, HANDLING AND STORAGE

Handling the scanning head page 115

General handling page 116

Routine maintenance page 116

Charging the CMS battery page 116

Charging the controller battery page 117

Storage page 119

Handling the
scanning head

Notice Scanning head damage

The CMS scanning head is an extremely accurate survey device.
Turning the scanning head by hand affects the gears and lowers
accuracy. It may also irreparably damage the motors that drive the
head.
The scanning laser head is water-resistant but not waterproof. Excessive
exposure to water may therefore damage the electronics. Water
damage is not covered by warranty.

Handle the scanning head by the fork only (Figure 69).

Do not rotate the head by hand.

Do not twist the arm and rangefinder in one direction while moving the base in
a different direction.

When attaching or removing the scanning head, be very careful.

Do not touch the rangefinder hood.

Figure 69: Handling the scanning head

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Maintenance, Handling and Storage

General handling

CMS Operation Manual

Always cover all connectors and ports with the protective caps supplied with the
CMS. Do not remove the caps until the connector is connected.
Always keep the lid of the power module and transport cases closed during surveys,
and at all other times. This prevents water and dirt from damaging the electronics
inside the cases.

Routine maintenance

Carry out the following maintenance after each survey or at regular intervals:
Scanning head window
Clean this Lexan window with a soft lens tissue and methanol
or a mild, nonabrasive cleanser. Do not use solvents.
Connectors and ports
Check that all connectors and ports are clean and free of dirt
and mud.
Check that at least 2 of the 3 small locking studs on the side of
these connectors are still functional.
Boom and mast joints
Check that joints are clean and fit together tightly.

Charging the CMS

battery

Always check battery power before a survey. The power level is displayed on the
controller as a bar graph (Figure 70, lower right). The bar graph is explained on
page 88.

To recharge the CMS battery

Between survey trips underground, charge the CMS battery with the 24-V battery
charger:
1. Connect the battery charger to the port on the power module case. Confirm
that the power button on the case is not pushed in.
2. Plug the charger into a suitable power outlet. Confirm that the charger light is
amber.
3. Charge the battery overnight. It takes up to 7 hours to recharge the battery fully.

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CMS Operation Manual

Maintenance, Handling and Storage

Figure 70: CMS battery power display on the controller

Charging the
controller battery

A CMS survey continues even if the controller battery fails, but you cannot program
or start a new survey.

Effect of losing controller battery power

If the controller loses battery power, you can still recover the following information:
Survey data
Downloaded automatically from the power module case the
next time a wireless connection is established ("Losing wireless
connection during a survey" page 97).
CMS controller program
Restored from back-up or CD (page 155).
Controller wireless configuration
Repeat configuration procedures as needed (page 137).

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Maintenance, Handling and Storage

CMS Operation Manual

To check the controller battery power

To check the controller battery power level, tap Start > Settings > System tab >
Power. The power levels for the main and back-up batteries are displayed
(Figure 71).
You can also check the LEDs on the controller cradle, for both the controller and the
spare battery:
Amber

Charging

Green

Fully charged.

Figure 71: Controller power display window

To charge the controller battery

1. Place the controller in its cradle.
2. Connect the cradle to the charger, and plug the charger into a power outlet.
3. Leave the controller in the cradle until the next survey.
You can also swap the controller battery for the spare battery in the cradle, if the
spare is fully charged.

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Storage

Maintenance, Handling and Storage

Store all cases and bags in a clean, dry environment at temperatures between -40C
and +50C. To prevent moisture or dirt from entering, keep all lids and zippers
closed.
Between surveys, store the controller and power module case with batteries
charging, so that the CMS is always fully charged and ready to go.
Always store the scanning head in the CMS transport case.
Store booms, mast and other hardware in the bags or cases provided.

Temperature changes
When the CMS is removed from cool storage to a warm environment such as a
mine, the temperature difference may cause condensation inside the scanning laser
head. To prevent damage, before powering on, always:

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Let the CMS warm up and acclimatize for at least 15 minutes

Check that the rangefinder lenses are free from condensation.

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Troubleshooting

18 TROUBLESHOOTING

General troubleshooting steps page 121

Troubleshooting tables page 122

Rebooting the CMS page 128

Recovering from a CMS low battery error page 129

Inspecting the scanning head page 130

Inspecting the power cable and connectors page 130

Doing a test scan page 130

Doing a laser test page 132

Using a different calibration file page 135

Notice System damage

If you have more than one CMS system, do not mix the power module
case and cable from one model with the scanning head from a different
model. Newer models may be incompatible.

General troubleshooting steps

Table 7 lists general troubleshooting steps that are often useful.

Table 7: General troubleshooting checks
Steps

Reference

Check the CMS and controller batteries.

"Charging the CMS battery" page 116

"Charging the controller battery" page 117

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Reboot the CMS and controller.

"Rebooting the CMS" page 128

Check the controller and controller

settings.

Controller manufacturer documentation

Check the scanning head for physical

damage and dirt.

"Inspecting the scanning head" page 130

Check cables and connectors.

"Inspecting the power cable and connectors" page 130

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Troubleshooting

Troubleshooting
tables

CMS Operation Manual

The CMS troubleshooting tables are based on the functional check (page 45).
Fault tables are divided into the following areas:

Power module faults page 122

Controller faults page 123
Wireless connectivity faults page 124
CMS controller program faults page 125
Initialization faults page 126
Scanning head motion faults page 127
Data faults page 128.

Power module faults

This table covers faults from the steps in "Powering on the CMS and controller"
page 81.
Table 8: Power module faults
Problem

Cause

Solution

Green power button does not light

up when pressed.

Internal jumper is disconnected for

shipping.

Open the case and connect the

jumper (page 7).

Battery power is low.

Charge the CMS battery (page 116).

Green power button blinks slowly

when pressed.

Battery power is low.

Faults continue.

Failure.

122

Contact Optech (page 159).

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Troubleshooting

Controller faults
This table covers faults from the steps in "Initializing the CMS and Controller"
page 81.
Table 9: Controller faults
Problem

Cause

Solution

Display does not appear when you

power the controller.

Battery power is low.

Charge the controller (page 117).

CMS program icon is missing.

Shortcut or program is missing.

See Table 11, "CMS controller

program faults", on page 125.

Controller hardware or software

malfunctions.

Controller settings.

Reboot the controller.

Faults continue.

Failure.

OR
Display is blank.

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See controller manufacturer documentation.

Contact Optech (page 159).

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Wireless connectivity faults

This table covers faults from "Setting up wireless communication" page 83".
Table 10: Wireless connectivity faults
Problem

Cause

Solution

WLAN icon at lower right of controller screen is missing.

WLAN is turned off.

Tap Start > Settings > System >

Wireless Adapter Control.
Confirm that Radio On is checked.
Soft-reset the controller (page 128).

WLAN icon does not change from a

red diamond to vertical green lines.

WLAN profile settings are incorrect.

Check all WLAN settings.

Renew profile settings.
Reset the CMS and controller.

No connection to power module

access point.

X icon remains below two arrows in

connectivity icon.

Scan for all WLAN networks.

(Power module case may be faulty.)

If your CMS unit serial number does

not appear, or Default is the only
profile, contact Optech (page 159).

WLAN IP configuration is incorrect.

Check all WLAN settings.

Renew profile settings.
Reset the CMS and controller.

Faults continue.

124

Failure.

Contact Optech (page 159).

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Troubleshooting

CMS controller program faults

This table covers faults from "Setting up wireless communication" page 83".
Table 11: CMS controller program faults
Problem

Cause

Solution

No CMS icon on controller display.

Controller program shortcut is

missing.

Check the controller desktop for the

program.
Create a shortcut ("Installing the CMS
program on the controller"
page 143).

CMS controller program is missing.

Restore the program from back-up or

CD (page 155).
If the back-up is missing, contact
Optech (page 159).

Connecting time-out message

appears.

WLAN IP configuration is incorrect.

See "Wireless connectivity faults"

page 124.

Failure.

Reboot the controller.

X remains below two arrows in connectivity icon.

Faults continue.

Check the controller battery

(page 117).
Contact Optech (page 159).

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Initialization faults
This table covers faults from "Initializing the CMS and Controller" page 81, and
"Surveying with the CMS" page 89.
Table 12: Initialization faults
Problem

Cause

Solution

Initialization time-out message

appears on the controller.

Scanning head cannot initialize

within the expected time.

Reboot the CMS (page 128).

Leveling time-out message.

Scanning head is not level.

Confirm that the scanning head is not

inclined or rotated more than 20
from level.

(When mounted to a level, stable

table, the CMS home position should
be within 2 of level.)

Monitor the scanning head motion as

in this table.

Reboot the CMS and controller, and

re-initialize.
If the CMS is level but the message
still appears, contact Optech
(page 159).

Controller does not beep during

preparation for survey.

Controller settings.

Check controller audio settings.

(The controller expects data to arrive.

It beeps as the CMS head rotates, and
stops beeping when data arrives.)

Confirm that controller warning indicators are enabled.

Controller beeps continuously during

survey.

Scanning head motion fault.

Repeat initialization from the survey

menu (page 86).
See Table 13, "Scanning head motion
faults", on page 127.

Controller is out of range.

Wireless communication faults.

Move the controller within range of

the case.
Wait and check the connectivity
icons.
When the controller is connected,
repeat initialization.
See Table 10, "Wireless connectivity
faults", on page 124.

Faults continue.

126

Failure.

Contact Optech (page 159).

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Troubleshooting

Scanning head motion faults

This table covers faults from "Initializing the CMS" page 85. During initialization,
the scanning head moves as follows:

Elevates to its upper limit

Lowers back down
Rotates
Stops at a position in line with the boom or adapter axis. This is the home
position.
Table 13: Scanning head motion faults

Problem

Cause

Solution

Scanning head and LED do not

respond when you press the power
module button.

Power module fault.

See Table 8.

Power cable or connectors fault.

Check the cable and connectors

(page 130).

Scanning head does not move.

Hardware fault.

Check the CMS battery status on the

controller.

General scanning head motion faults.

Scanning head elevates but remains
pointing backwards and up.

Possible elevation motor fault.

If faults continue, note the point of

failure and contact Optech
(page 159).

Scanning head stops before it

reaches the elevation home position.
Scanning head elevates and reaches
the elevation home position, but it
does not rotate.

Reboot the CMS (page 128), and

repeat all steps.

Possible rotation motor fault.

Scanning head rotates but does not

stop in the correct rotation home
position.
Scanning head stops during or after
the survey.

Battery power is low.

Charge the CMS battery (page 116).

(Data already collected is stored in

the power module case, and not
lost.)
Hardware fault.

Reboot the CMS (page 128) and

repeat all steps.
If faults continue, note the point of
failure and contact Optech
(page 159).

Intermittent operation faults.

Cable or connector hardware.

Check cables and connectors

(page 130).

Survey cannot be completed.

Failure.

Reboot the CMS (page 128).

Faults continue.

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Contact Optech (page 159).

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Data faults
This table covers faults from "Checking survey results" page 98.
A standard 1 x 1 survey takes 40-45 minutes to complete. The resulting file size is
roughly 1 MB.
Table 14: Data faults
Problem

Cause

Solution

CMS scan is skewed or off-center

(Figure 73, page 131).

Scanning head is not level.

Reboot and re-initialize the CMS

(page 128).
Do a test scan (page 130).

Too many dropouts and missing

points.

Rangefinder fault.

Faults continue.

Failure.

Rebooting the
CMS

Contact Optech (page 159).

1. On the controller, tap STOP or Quit to stop the current CMS survey and exit the
controller program.
2. Wait approximately 2 minutes as the CMS scanning head moves to its home
position.
3. Power off the controller and the CMS (page 99).
4. Power the controller and CMS back on (page 81).
5. Repeat system initialization (page 81).

Soft-resetting the controller

To soft-reset the controller, press the yellow side button at the same time as the ENT
+ FUNC keys.

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Recovering from
a CMS low
battery error

Troubleshooting

Notice Data loss

If the controller loses power during a survey, the survey data and the
CMS controller program may be erased. However, survey data is also
stored on the internal computer in the power module case, and downloaded automatically the next time there is a wireless connection.
The battery voltage is monitored and displayed in the survey progress window
throughout a survey. If the CMS battery voltage drops too low, a critical error
message appears (Figure 72).

Figure 72: Low CMS battery warning

To recover from a CMS low battery error

1. On the controller, tap STOP to stop the survey, and Quit to exit the controller
program. Survey data to that point is stored.
2. Power off the CMS (page 99).
3. Pack the CMS and return to the surface (page 99).
4. Charge the CMS and controller (page 116).

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Inspecting the
scanning head

CMS Operation Manual

If the scanning head is not working properly, check the rangefinder housing and fork
assembly for physical damage that could prevent the head from rotating or elevating, such as:

Dents, gashes and holes, especially over the azimuth and elevation drive
housings
Missing material.

If necessary, clean the scanning head.

Inspecting the
power cable and
connectors

If there are problems with CMS operation, confirm that the CMS power cable and
associated connectors are in good shape:
1. Inspect the CMS power cable for any signs of damage.
2. Check that all connector pins are in good condition, and not tarnished,
corroded or bent.
3. If the cable or connectors are damaged, contact Optech (page 159).

Doing a test scan

This procedure assumes that you are familiar with CMS operation and the functional
check carried out on the surface before going underground for a survey. For the
complete functional check, see page 45.
The purpose of this test is to scan a known space to determine whether there is a
fault with the resulting scan.

Suitable test area

The test area or office must have the following characteristics:

130

Large, open and uncluttered space

Level floor
Walls that are perpendicular to the floor and to each other
Target wall that is 5-7 m from the scanning head when set up, with no
objects in the corners.

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Troubleshooting

To perform a test scan

1. Set up the CMS for a functional check. Make sure that you attach the scanning
head securely to the desk or other platform, and that the CMS is level.
2. Aim the scanning head at a target wall that is 5-7 m away.
3. Power the CMS and program the scan:
a.

Set the elevation and azimuth steps to 1.

b. Set the elevation limit to scan only one end of the test area, if desired.
4. Level the CMS. Do not enter survey coordinate data.
5. Scan the test area.
6. Download the file and process the data to create a model of the scan.
7. Examine a cross-section of the scan for skewed or distorted areas.
8. Contact Optech if you cannot determine the fault (page 159).

Sample test scans

Figure 73: CMS test scan, showing rotation skew (top) and almost no rotation skew
(bottom)

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Doing a laser test

CMS Operation Manual

About the laser test scan

The laser test is a quick way to check that the CMS, its scanning head and
rangefinder are working correctly. In this test, you set the elevation and rotation
position of the scanning head, and the CMS fires only at that one positionthere is
no scanning.
The confirmation that the CMS is operating correctly is the Distance reading
(Figure 77, page 134), which appears in the laser test window after the test. This
value should correspond to the distance from the surface position (indicated by the
laser pointer) to the elevation axis of the scanning head.

To test the laser

1. Set up the scanning head to range at a target at a known distance.

Figure 74: Controller main menu

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Troubleshooting

2. On the controller main menu, tap LASER TEST. The scanning head initialization window appears (Figure 75).

Figure 75: Scanning head initialization window

3. Tap START. The initialization progress window appears, followed by the reset
counter (Figure 76).

Figure 76: Initialization progress and reset windows

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4. After the reset, the laser test window appears (Figure 77). In this window, set
the following parameters for the scan:
Rotation

Scanning head azimuth position.

Elevation

Scanning head elevation position.

Tip
Entered parameters are cumulative. That is, if you enter 10 and
then 11, the scanning head moves 10 and then an additional 11.

Figure 77: Laser test window

5. Wait as the CMS moves the scanning head to the correct position.
6. Confirm that the scanning head moves, and the expected measurement appears
next to Distance.
This value should correspond to the distance from the surface position (indicated by the laser pointer) to the elevation axis of the scanning head.
7. Repeat steps 4-6, entering new Rotation and Elevation parameters.
8. If the laser test reveals a fault with the CMS, see Table 7, "General troubleshooting checks", on page 121. If the fault does not disappear, contact Optech
(page 159).

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Using a different
calibration file

Troubleshooting

The boom calibration file is shipped on a CD with the CMS, and used to process
survey data. If you need to use a different file:
1. Copy the new file into the same folder as the CMS post-processing executable
file.
2. In the post-processing main window, click the Change ROD File button. The
Choose ROD Calibration File window appears (Figure 78).

Figure 78: Choose ROD Calibration File window

3. Select the desired ROD calibration file, and click Open. The new file is used for
processing.

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Configuring the Controller

19 CONFIGURING THE CONTROLLER

Controller battery power and losing data page 137

Overview of the controller configuration page 138

Installing the CMS program on the PC page 139

Connecting the controller to the PC page 139

Installing the CMS program on the controller page 143

Configuring controller power settings page 145

Configuring controller wireless connectivity page 148

Restarting the controller page 154

Restoring the CMS controller program page 155

Un-installing the CMS controller program page 157

Upgrading the CMS controller program page 157

Note
Skip this section unless the controller configuration has been lost.
To restore, un-install or upgrade the CMS controller program, see
page 155.
For more information on using the controller unit, see the manufacturer
documentation.
This chapter describes how to configure the hand-held controller (Pocket PC) for
CMS operation if the controller loses power or requires a hard reset.

Controller battery
power and losing
data

When the CMS is shipped, the controller is already configured for operation and
loaded with the CMS controller program. However, this data is stored in volatile
memory. If the controller loses all battery power, the following data is lost and must
be restored:

Controller configuration and settings

CMS controller software program.

Some controller models may not lose this data.

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Configuring the Controller

Overview of the
controller configuration

CMS Operation Manual

To prepare the controller for CMS operation:

1. Install the CMS program on your PC (page 139).
2. Connect the controller to your PC (page 139).
3. Install the CMS program on the controller (page 143).
4. Configure the controllers power settings (page 145).
5. Configure the controllers wireless settings (page 148).
6. Re-start the controller to confirm all settings (page 154).

Using Microsoft ActiveSync

To configure the controller, your PC must be equipped with Microsoft ActiveSync.
This synchronization software for Pocket PCs is available as a free download from
the Microsoft website.

Figure 79: Pocket PC controller in cradle (delivered unit may not be as shown)

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Installing the CMS

program on the
PC

Configuring the Controller

The wireless CMS program (CMS_PockPCx.x.x) is provided on CD. To install it

on the controller, you must access it on your PC by one of two methods:

Copy all program files from CD to any directory on your PC,

Insert the CD and install the program from the CD directly.

OR

Program updates are distributed via e-mail or downloaded from the Optech website.

Connecting the
controller to the
PC

Note
Microsoft ActiveSync must be installed on your PC for this procedure.
To establish a serial data connection between the PC and the controller:
1. Confirm that the controller cradle is:

Connected to the PC via the serial data cable

Connected to an electrical outlet.

2. From the PC Start menu, launch Microsoft ActiveSync.
The main ActiveSync window appears (Figure 80). If ActiveSync is already
running, you may see the system tray icon.

Figure 80: ActiveSync main window and system tray icon

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3. From the ActiveSync window, select File > Connection Settings. You can also
right-click the ActiveSync system tray icon and select Connection Settings.
The Connection Settings window appears (Figure 81).

Figure 81: Connection settings window

4. Verify that the following options are enabled:

Show status icon in taskbar
Allow connections to...COMX, where X is the COM port number
Open ActiveSync when my device connects

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Configuring the Controller

5. Place the controller in its cradle. After a few moments, the New Partnership
window appears on the PC (Figure 82).

Figure 82: New Partnership window

6. Select Guest partnership, and click Next. The ActiveSync window appears
(Figure 83).

Figure 83: Microsoft ActiveSync window

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7. Wait for the connection to be established, indicated by the Connected text and
the green circular arrow symbol at right (Figure 83).
8. Click Explore. A file explorer window appears at the Mobile Device level.
Figure 84 shows the full directory structure of the controller as viewed from the
PC. To reveal the directory structure, select View > Explorer Bar > Folders.

Figure 84: Typical controller directory structure

9. Navigate to My Windows Mobile-Based Device.

This is the controllers root directory, as viewed from the PC. All procedures
assume that you start from this root directory.
You are now ready to install the CMS controller program.

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Installing the CMS

program on the
controller

Configuring the Controller

To install the CMS controller program into the correct directory on the controller:
1. Establish an ActiveSync connection (page 139).
2. On the PC, open the directory containing the CMS controller program
(CMS_PockPCx.x.x).
3. Use a right-click drag and drop operation to copy the program from the PC
source directory into the controller root directory (Figure 85). The Copy &
Convert progress window appears (Figure 86).

Figure 85: Copying the CMS program to the controller root directory

Figure 86: Copy & Convert progress window

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4. From the controller root directory, use a right-click drag and drop operation to
copy the program executable file to the controller Application directory
(Figure 87).

Figure 87: Copying to the controller Application directory

5. Right-click and Copy the executable file for the controller program.
6. Right-click and select Paste shortcut at the following locations on the controller:

Root\Windows\Start Menu
Root\Windows\Start Menu\Programs
For a graphical overview of the directory structure, see Figure 84, page 142.
7. Rename the shortcut as:
Shortcut to CMS_PockPCx.x.x.exe > CMS Pocket PC x.x.x
8. Close ActiveSync by lifting the controller out of its cradle.
You are now ready to configure the controllers power settings.

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Configuring
controller power
settings

Configuring the Controller

To set up the power and battery settings for the controller:

1. From the controller main window, tap Start > Settings.
2. Click the System tab (Figure 88).

Figure 88: Controller Settings, System tab

3. Tap the Power icon.

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4. In the Power window, tap the Wireless tab (Figure 89).

Figure 89: Power window, Wireless tab

5. Select Wireless signals off (Flight mode).
6. Tap the Advanced tab (Figure 90).

Figure 90: Power window, Advanced tab

7. Uncheck On battery power and On external power.

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Configuring the Controller

8. Tap the backlight link near the bottom of the Advanced tab.
9. Tap the Battery Power tab (Figure 91).

Figure 91: Backlight link, Battery Power tab

10. Check Turn off backlight if device is not used for, and set the interval to 1 min.
11. Check Turn on backlight when a button is pressed or the screen is tapped.
12. Tap the External Power tab (Figure 92).

Figure 92: Backlight, External Power tab

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13. Uncheck both external power settings.

14. Tap OK until you return to the controller main window.
You are now ready to configure the controller for wireless survey control of the
CMS.

Configuring
controller wireless
connectivity

This procedure configures the controller for wireless control of the CMS during a
survey. It consists of the following sub-procedures:

To set the WLAN profile (page 148)

To select the WLAN profile and options (page 152).

To set the WLAN profile

1. Enable the wireless adapter by tapping Start > Settings > System tab > Wireless
Adapter Control > Radio On.
2. From the controller main window, tap the icon at lower right. The Mobile
Companion menu appears (Figure 93).

Figure 93: Mobile Companion menu

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Configuring the Controller

3. Tap WLAN Profiles. The WLAN Profiles window appears (Figure 94).

Figure 94: WLAN Profiles window

4. Tap New. The Mode tab appears (Figure 95).

Figure 95: Mode tab

5. Under the Mode tab, enter the following settings:

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Profile Name

CMSxxx, where xxx is the serial number of your CMS

802.11 ESSID

Same as Profile Name

Operating mode

Infrastructure

Country

USA (for all countries).

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6. Tap the Authentication tab, and set authentication to None (Figure 96).

Figure 96: Authentication tab

7. Tap the Encryption tab, and set encryption to Open System (Figure 97).

Figure 97: Encryption tab

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Configuring the Controller

8. Tap the IP Config tab, and set the configuration as follows (Figure 98):
Drop-down menu

Static

IP Address

198.100.0.1

Subnet Mask

255.255.255.0

Leave Gateway, DNS, and WINS blank.

Figure 98: IP Config tab

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9. Tap the Power tab, and set the power as follows (Figure 99):
Infrastructure

Power Plus

Automatic Power Saving Mode

Unchecked

Manual Power Saving Mode

Best Network Performance

Figure 99: Power tab

10. Tap OK. The CMS profile is created, and the WLAN Profiles window appears
(Figure 94, page 149).

To select the WLAN profile and options

1. Select the WLAN profile that you have just created, and tap Edit.
2. Verify the settings that you configured in steps 5-9, page 149.
3. Delete all other profiles except for the one that you just created.
4. Tap OK and Close.
5. From the controller main window, tap the icon at lower right. The Mobile
Companion menu appears again (Figure 93, page 148).

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Configuring the Controller

6. Tap Options (Figure 100).

Figure 100: Mobile Companion, Options

7. Check the following options:
Access AP networks
Enable Sounds
8. Uncheck the following options:
Access Ad-Hoc networks
Disable Profile Roaming
Enable Rogue AP Detection
9. Tap OK.
The controller is now configured for CMS operation. Restart the controller to verify
settings.

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Restarting the
controller

CMS Operation Manual

To verify that the controller is correctly configured for CMS survey operation:
1. Power off the CMS, if it is on.
2. Soft-reset the controller, by pressing the yellow button at the same time as the
ENT + FUNC keys.
3. Power the CMS on again.
4. Confirm that you have successfully connected to the CMS by checking the
following on the controller (Figure 101, right):

Signal strength bar at top is green

Connectivity controller at top changes to two arrows, and X disappears

Icon at lower right turns from red to green.

5. If the signal strength bar is empty, the wireless connection is unsuccessful
(Figure 101). Check your wireless configuration settings (page 148).

Figure 101: No wireless connection (left), and wireless connection established

(right)

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Restoring the
CMS controller
program

Configuring the Controller

This procedure is usually carried out on the controller, and not the PC. If the controller runs out of battery power, all files and settings stored in volatile memory are
lost.
To restore the controller program from non-volatile memory:
1. Power on the controller by pressing the red power button. The main window
appears (Figure 102).

Figure 102: Controller main window

2. Tap Start > Programs > File Explorer.

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3. In the file explorer, navigate to the My Device directory by tapping the Folders
drop-down menu (Figure 103).

Figure 103: Folders drop-down menu

4. Tap the Application directory.
5. From the Application directory, tap and copy the CMS Pocket PC program executable file.
6. Navigate to the My Device directory, and paste the file in this directory.
7. From the My Device directory, tap and copy the executable file.
8. Navigate to the Windows\Start Menu directory, and tap Edit > Paste Shortcut.
9. From the Start Menu directory, tap the Programs directory, and tap Edit > Paste
Shortcut.
10. Rename the shortcut as:
Shortcut to CMS_PockPCx.x.x.exe > CMS Pocket PC x.x.x
The CMS controller program is now installed on the controller.

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Un-installing the
CMS controller
program

Configuring the Controller

You can un-install the program by using the controller directly, or by using a PC
with Microsoft ActiveSync 4.1 or later. Refer to Figure 84, page 142 to find the
specified directories through the ActiveSync link (page 139) or through the controller interface.
To un-install the controller program:
1. Delete the program executable file, located in the controller root directory and
the Application directory.
2. Delete the program shortcut files, located in the Start Menu and the Programs
directory.
The controller program is now un-installed.

Upgrading the
CMS controller
program

To upgrade your controller program:

1. Un-install the existing controller program (page 157).
2. Install the new program (page 143).

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Configuring the Controller

CMS Operation Manual

158

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CMS Operation Manual

Customer Support

20 CUSTOMER SUPPORT

Contacting
Optech

Contacting Optech page 159

Third-party software

Software upgrades

Returning equipment to Optech

Please direct all CMS questions and comments to:

CMS Customer Support

Optech Incorporated
300 Interchange Way
Vaughan, Ontario, Canada
L4K 5Z8

Third-party
software

E-mail: [email protected]
Telephone: (01) 905-660-0808
Facsimile: (01) 905-660-0829
Hours: 8 a.m. to 5 p.m. EST (-5 GMT)

Third-party software may be included with your CMS. Because software upgrades
and technical support are available to all registered users, remember to register
these products.
Contact Customer Support for help with third-party software.

Software
upgrades

The CMS Pocket PC controller program and post-processing reduction software are
Optech products. All CMS users are notified of upgrades as they become available.
Program updates are distributed via e-mail or downloaded from the Optech website.

Returning
equipment to
Optech

0040134/Rev A.1/Jul 07

To return equipment, contact Customer Support to obtain a Return Material Authorization (RMA) number. Optech will not accept equipment without an RMA.

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Customer Support

160

CMS Operation Manual

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