ahmed fouad_experimental and theoretical investigation for electro-hydraulic servovalve systems...

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A Thesis Submitted to the Department of Machine and Equipment Engineering of the University of Technology in Partial Fulfillment of the Requirements for the Degree of Doctor of Philosophy in Mechanical Engineering BY AHMED FOUAD MAHDI KRIDI (B.sc. 1992, M.Sc. 2005) Supervisors Republic of Iraq Ministry of Higher Education & Scientific Research University of Technology Machines & Equipment Engineering Department Experimental and Theoretical Investigation for Electro-hydraulic Servovalve Systems Control Prof. Dr. Asst. Prof. Dr. JAFAR MEHDI HASSAN MAJID AHMED OLEIWI Iraq / Baghdad 2014

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  • A Thesis

    Submitted to the Department of Machine and Equipment Engineering of the University of Technology in Partial Fulfillment of the Requirements

    for the Degree of Doctor of Philosophy in Mechanical Engineering

    BY

    AHMED FOUAD MAHDI KRIDI

    (B.sc. 1992, M.Sc. 2005)

    Supervisors

    Republic of Iraq Ministry of Higher Education

    & Scientific Research University of Technology

    Machines & Equipment Engineering Department

    Experimental and Theoretical Investigation for Electro-hydraulic Servovalve Systems Control

    Prof. Dr. Asst. Prof. Dr.

    JAFAR MEHDI HASSAN MAJID AHMED OLEIWI

    Iraq / Baghdad

    2014

  • Linguistic Certification

    I certify that this thesis entitled " Experimental and Theoretical

    Investigation for Electro-hydraulic Servovalve Systems Control" was prepared

    by "Ahmed Fouad Mahdi", under my linguistic supervision. Its language was

    amended to meet the style of the English language.

    Signature

    Name: Dr. Arkan Kh. Husain Al-Taie

    Title: Prof.

    Date: 31 / 12 /2013

  • Supervisors' Certification

    We certify that this thesis entitled "Experimental and Theoretical

    Investigation for Electro-hydraulic Servovalve Systems Control " was prepared

    by "Ahmed Fouad Mahdi" under our supervision at the Department of

    Mechanical Engineering, University of Technology in partial fulfillment of

    the requirements for the degree of Doctor of Philosophy in Mechanical

    Engineering.

    Signature

    Name: Dr. Jafar Mehdi Hassan

    Title: Prof.

    Date: 31 / 12 /2013

    Supervisor

    Signature

    Name: Dr. Majid Ahmed Oleiwi

    Title: Asst. Prof.

    Date: 31 / 12 /2013

    Supervisor

  • EXAMINATION COMMITEE CIRTIFICATE

    We certify that we have read the thesis entitled "Experimental and Theoretical Investigation for Electro-hydraulic Servovalve Systems Control " and as an examination committee, examined the student in its contents and in what is related with it and that in our opinion, it is adequate as a thesis for the Degree of Doctor of Philosophy in Mechanical Engineering.

    Signature:

    Name: Dr. Majid Ahmed Oleiwi Asst. Prof. (Supervisor) Date: / /2014 Signature:

    Name: Dr. Ali Abul mohsin Hasan Asst. Prof. (Member) Date: / /2014 Signature:

    Name: Dr. Emad N. Abdulwahab Asst. Prof. (Member) Date: / /2014

    Signature:

    Name: Dr. Jafar Mehdi Hassan Prof. (Supervisor) Date: / /2014 Signature:

    Name: Dr. Adnan Naji Jameel Prof. (Member) Date: / /2014 Signature:

    Name: Dr. Mohammed Idrees Mohsin Asst. Prof. (Member) Date: / /2014 Signature:

    Name: Dr. Arkan Kh. Husain Al-Taie Prof. (Chairman) Date: / /2014 Approved by the Mechanical Engineering Department Signature: Name: Dr. Jafar Mehdi Hassan Prof.-Dean of Mechanical Engineering Department Date: / /2014

  • II Chapter One: Background and Introduction to Servovalve

    Acknowledgements

    Praise should first be to Almighty Allah for His most passionate blessings that

    have assisted me in completing my dissertation.

    My great thanks go to my dear parents and my family who have endured with

    me the bitter swill of the hard times of examinations and who have eaten their hearts

    out throughout this journey.

    I would like to express my sincere thanks to my supervisor Prof. Dr. Jafar Mehdi

    Hassan, who has lighted my journey in writing this dissertation, encouraged me to

    choose this subject, supplied me with very valuable recommendations and comments

    and has been very helpful in providing me with useful resources.

    My thanks extend to my supervisor Assit. Prof. Dr. Majid Ahmed Olieiwi, for his

    support and recommendations. Also, special thanks to Lec. Dr. Yiqin Xue, Cardiff

    University / UK, for his constructive remarks which have been the cornerstone upon

    which the main practical work of this dissertation has been built.

    My thanks extend to my other professors of the Mechanical Engineering

    Department who taught me along with other PhD students the best and the most

    modern subjects in the field of mechanical power of engineering.

    I am particularly grateful to my brother-in-law (M.A. Sattar Hussain) for his

    support and effort in the linguistic revision. I also thank my colleagues and other

    friends who have helped me during the past four years and provided me with some

    useful resources.

    Ahmed Fouad Mahdi 14/12/2013

  • III Chapter One: Background and Introduction to Servovalve

    Abstract

    The control concept on the electro-hydraulic servovalve system

    focuses on the pressure control, position control and velocity control. The

    servovalve and the system components are needed to be considered in the

    proposed control strategy. The control concepts on the electro-hydraulic

    servovalve systems in this work are divided into two parts:

    1. Theoretical and experimental investigation for pressure control on the

    electro-hydraulic servovalve systems.

    The pressure control study in this work is concerned with the modeling and

    controlling of the hydraulic fluid pressure value at the end of long

    transmission line (TL) by using the electro-hydraulic servovalve. The input

    voltage signals to the amplifier, designed by C++ program, are used to

    control the pressure reference signal at the end of TL. The electrical

    analogy method is used to simulate the effect of the TL, as well as the first

    order transfer function to simulate the servovalve effect. Therefore, the

    whole system is represented mathematically in MATLAB m-file program.

    The mathematical model is seen as a good simulation approach compared

    with the experimental open loop control test. The on-line adjustable control

    strategy, Ziegler & Nichols method and Astrom & Hagglund method, can

    be used experimentally to find the proportional and integral control gain

    values for acceptable control system behavior. The servovalve succeeds to

    reduce and overcome the negative effect of the TL on the hydraulic fluid

    pressure value at the chosen control point.

    2. Theoretical and experimental investigation for velocity and position

    control by the electro-hydraulic servovalve system.

    The C++ language programs are designed to control the position and

    velocity of the road simulator (single-rod, double acting linear cylinder

    actuator) with variable load (quarter car suspension system). The whole

  • IV Chapter One: Background and Introduction to Servovalve

    system is analyzed mathematically and experimentally. The mathematical

    model of the electro-hydraulic servovalve system is represented and

    analyzed successfully by designing the SIMULINK program.

    The dynamics modeling of the servovalve and the single road cylinder

    actuator under variable load which are controlled as a closed loop position

    control method with existence of the actuator internal leakage is done

    successfully by using the SIMULINK environments. So, the transfer

    function and the state-space model of the system in open and closed loop

    control are presented. Also, the Bode diagram is done for the system as

    well as the stability characteristics are found for the system by the Nyquist

    Diagram.

    The on-line adjustable PID control tuning is employed experimentally to

    find the best control gain values which are applied to the system. In the

    mathematical SIMULINK program, the PID gains values are tuned manually

    and automatically by computing a linear model of the plant. The tuning

    strategies are done automatically for the P, PI and PID strategies for three

    different response time values. The comparison figures in the P strategy

    show that the simulation programs give a good and accurate prediction

    results and enhance the system behavior. On the other hand, the PI strategy

    shows incompatible results between the actual test and the simulation

    program. The PID strategy shows a good prediction results. To analyze the

    actual fully system behaviors for a large spectrum frequency, the numbers

    of sinusoidal voltage input signal are used with unity compensator to create

    actual Bode plot. The tracking closed loop control method is done

    experimentally by designing C++ program and it is done theoretically by

    the SIMULINK simulation program for the system. The comparison result

    with the previous research clarifies that the mathematical solution method

    proposed in this dissertation shows that the prediction of the system

    behavior is acceptable and improve the system behavior.

  • V Chapter One: Background and Introduction to Servovalve

    Contents

    1. Chapter One: Background and Introduction to Servovalve .... 2

    1.1 Introduction: ..................................................................................... 2

    1.2 Electro-hydraulic Servovalve: ............................................................ 3

    1.3 Basic Servovalve Systems: ................................................................. 4

    1.4 Servovalve Construction Types: ........................................................ 5 1.4.1 Torque Motor: ............................................................................ 6 1.4.2 Double Flapper Nozzle: ............................................................... 7 1.4.3 Programmable Orifice: ............................................................... 8

    1.5 The Electro-hydraulic Servo Systems: ................................................ 9 1.5.1 Pot-Pot servo systems: ............................................................... 9 1.5.2 Force, Pressure, and Torque Servo Systems: ............................ 10 1.5.3 Velocity Servo Systems: ............................................................ 10 1.5.4 Servovalve Amplifiers: .............................................................. 10

    1.6 The Aims of the Current Study: ....................................................... 11

    2. Chapter Two: Literature Review ................................................... 13

    2.1 Transmission Line Effect Publications: ............................................. 13

    2.2 Fluid Power Systems and Servovalve Publications: ......................... 17

    2.3 Summary of the Review of Literature and the Scope of the Present Study: ................................................................................................... 23

    3. Chapter Three: Theoretical Analyses .......................................... 26

    3.1 Theoretical Analyses of the Pressure Control on the Electro-hydraulic Servovalve System. .............................................................. 26

    3.1.1 Introduction: ............................................................................ 26 3.1.2 System Description: .................................................................. 29

    3.1.2.a System hardware description: ............................................ 29

  • VI Chapter One: Background and Introduction to Servovalve

    3.1.2.b System control software description: .................................. 31 3.1.3 Servovalve construction: .......................................................... 32

    3.1.3.a First stage: ......................................................................... 32 3.1.3.b Second stage: .................................................................... 32

    3.1.4 Servovalve Modeling: ............................................................... 33 3.1.4.a Steady State Modeling of Servovalve: ............................ 33 3.1.4.b Dynamic Modeling of Servovalve: .................................. 37

    3.1.5 Transmission line modeling: ..................................................... 41 3.1.6 Servovalve Gains and the Transmission Line Losses: ................ 45 3.1.7 MATLAB Simulation: ................................................................. 47

    3.2 Theoretical Analyses of the Position and Velocity Control by Electro-Hydraulic Servovalve System. ............................................................... 53

    3.2.1 Introduction: ............................................................................ 53 3.2.2 Control Systems Theory: ........................................................... 55 3.2.3 Road Simulator Mathematical Modeling: ................................. 57 3.2.4 Passive Suspension Mathematical modeling: ........................... 59 3.2.5 Closed loop Control of the Road Simulator System with the Passive Suspension System: .................................................................. 61 3.2.6 The Closed Loop Control of the Road Simulator System with Variables Load by the MATLAB Tuning Gains: ....................................... 64 3.2.7 Nyquist Stability Criterion: ........................................................ 65

    4. Chapter Four: Experimental Approach: ........................................ 78

    4.1 Experimental Approach of the Pressure Control on the Electro-Hydraulic Servovalve System .............................................................. 78

    4.1.1 Introduction: ............................................................................ 78 4.1.2 Modeling Properties: ................................................................ 78 4.1.3 Open Loop Pressure Control: .................................................... 79 4.1.4 Ultra Servovalve (4658) Transient Response: ........................... 81 4.1.5 Closed Loop Pressure Control and PID Control a Benchmark: ... 81

    4.1.5.a. On-line adjustable PID Control: ................................. 82 4.1.5.b. Non-Model Specific Tuning: ...................................... 83

    4.1.5.b.1. Ziegler and Nichols Method: ............................... 83 4.1.5.b.2. Astrom and Hagglund Method: ........................... 84

  • VII Chapter One: Background and Introduction to Servovalve

    4.1.6 The Restrictor Valve Effect on Transmission Line:..................... 84 4.1.7 Time Sampling Limitation: ........................................................ 85

    4.2 Experimental Approach of the Position & Velocity Control by Electro-Hydraulic Servovalve System ................................................. 95

    4.2.1 Road Simulator System Test Rig Hardware Overview: .............. 95 4.2.1.a. Servovalve: ............................................................. 95 4.2.1.b. Hydraulic Actuator: ................................................ 96 4.2.1.c. Quarter Car Suspension: ......................................... 96 4.2.1.d. Control System: ...................................................... 97 4.2.1.e. Linear Variable Differential Transformers (LVDTs):. 97 4.2.1.f. Velocity Sensors: ..................................................... 98

    4.2.2 System Performance: ............................................................... 99 4.2.3 Road Input Simulator for Experiment: .................................... 100 4.2.4 Open Loop Servovalve in Closed Circuit (Transient Response): ..... ............................................................................................... 100 4.2.5 Closed Loop Tracking Control: ................................................ 102 4.2.6 Internal Leakage Resistance with Experimental Test: ............. 103 4.2.7 Closed Loop Position Control with On-line Adjustable PID Control: ............................................................................................... 104 4.2.8 Closed Loop Frequency Response: .......................................... 105

    5. Chapter Five: Results and Discussion: ...................................... 128

    5.1 Results and the Discussion for the Pressure Control on the Electro-Hydraulic Servovalve System ............................................................ 128

    5.1.1 Open Loop Pressure Controlled by VFG in the TL System: ...... 128 5.1.2 Pressure Control System by the DAP-card: ............................. 129 5.1.3 Time Sampling Limitation Results: .......................................... 132

    5.2 Results and the Discussion for the Velocity and Position Control for the Electro-Hydraulic Servovalve System: ........................................ 140

    5.2.1 The Closed Loop Control of the Road Simulator System with Variables Load by the MATLAB Tuning Gains: ..................................... 140 5.2.2 The Automatic PID Tuning from the Mathematical Simulation Model: 140 5.2.3 Closed Loop Frequency Response: .......................................... 144

  • VIII Chapter One: Background and Introduction to Servovalve

    5.2.4 The Closed Loop Tracking Control: ......................................... 146

    6. Chapter Six: Conclusions and Recommendations ...................... 165

    6.1 Conclusions for the Pressure Control on the Electro-Hydraulic Servovalve System and its Recommendations ................................... 165

    6.1.1 Conclusions: ........................................................................... 165 6.1.2 Recommendations: ................................................................. 167

    6.2 Conclusions for the Velocity and Pressure Control on the Electro-Hydraulic Servovalve System and its Recommendations: ................ 168

    6.2.1 Conclusions: ........................................................................... 168 6.2.2 Recommendations .................................................................. 170

    References .................................................................................................... 171

    7. Appendixes ................................................................................................ 0

  • IX Chapter One: Background and Introduction to Servovalve

    Nomenclature

    Latin Characters

    Character Description Units

    1 A1 Actuator cross-sectional area for side 1 m2

    2 A2 Actuator cross-sectional area for side 2 m2

    3 Ao orifice area m2

    4 a Hydraulic pipeline cross section area m2

    5 an Servovalve nozzle area m2

    6 anx, any Nozzle cross section area m2

    7 ao The spool orifice area m2

    8 aso The spool orifice area for rectangular ports m2

    9 as The spool cross section area m2

    10 Bv The actuator fluid damping coefficient N/ms-1

    11 Bs Suspension damping rate N/ms-1

    12 Bsf The spool viscous damping torque coefficient Nms/rad

    13 Bt Tyre damping rate N/ms-1

    14 Bsv The flapper viscous damping torque coefficient Nms/rad

    15 b The distance between the torque motor and flexure joint mm

    16 C Controller gain (Compensator) -

    17 Cd Orifice coefficient -

    18 Cq, Cqn, Cqo The flow coefficients of the orifices and the nozzles -

    19 C Electrical capacitance Farad

    20 di Pipe internal diameter m

    21 dn The nozzle diameter m

    22 do The orifice diameter m

  • X Chapter One: Background and Introduction to Servovalve

    23 d Transmission line diameter m

    24 e error signal volt

    25 Ei Electrical inductance

    26 F Frequency Hz

    27 Fg Voltage input from the Voltage Function Generator Volt

    28 f Darcy friction factor -

    29 G Plant -

    30 H Sensor controller gain -

    31 I Current A

    32 i The input torque motor current mA

    33 i Input differential current mA

    34 J The flapper inertia kgm/s

    35 Po Number of poles of G(s) H(s) in the right-half s plane. N/m2

    36 Pa, Pb Pressure at nozzle a and nozzle b N/m2

    37 PLoad The pressure difference on the load N/m2

    38 Pi, Px, Po Pressure in the networks model N/m2

    39 PR The return line pressure N/m2

    40 Ps System pressure N/m2; bar

    41 Q Flow rate m3/s, l/min

    42 Q1, Q2 Flow rate from servovalve m3/s, l/min

    43 Qa, Qb The orifice discharge m3/s

    44 Qx, Qy The nozzle discharge m3/s

    45 Kd Derivative control gain

    46 Ki Integral control gain

    47 Kp Proportional control gain

    48 KTL The servovalve TL gain constant m3/s/ N/m2

  • XI Chapter One: Background and Introduction to Servovalve

    49 k Servovalve wire stiffness N/m

    50 ka Flexure tube rotational stiffness Nm/rad

    51 kc Servovalve flow constant related with the current

    52 kf Servovalve flow constant related with the input DAP-card voltage

    53 kfo The cantilever springs stiffness Nm/rad

    54 kfr The flow reaction equivalent stiffness

    55 km Electromagnetic spring constant of torque motor Nm/rad

    56 kp1, kp2 Servovalve pressure coefficient m3/s /N/ m2

    57 ks Suspension spring stiffness N/m

    58 kt Tyre spring stiffness N/m

    59 kts Electromagnetic constant of torque motor Nm/Amp

    60 kv1 , kv2 Servovalve linearized flow gain m3/s /volt

    61 kvp Servovalve pressure sensitivity N/ m2/volt

    62 l Hydraulic pipeline length m

    63 L Electrical inductance Henry

    64 Lc Corrected length m

    65 Lequiv Equivalent losses length m

    66 LTL Transmission line length M

    67 M Chassis mass kg

    68 Mt Total mass with all fraction effect in suspension system kg

    69 m Tyre mass kg

    70 N Number of clockwise encirclements of the (1+j0) point.

    71 R Electrical resistance

    72 RL Internal leakage resistance is kPa.s/mm3

    73 r The distance between the nozzle center line and flexure joint m

    74 t Time s

  • XII Chapter One: Background and Introduction to Servovalve

    75 T The torque on the flexure tube N.m

    76 Tc Time distance between the two peaks in the oscillation wave s

    77 Ts Time sampling period s

    78 Tf The resisting torque N.m

    79 U The spool velocity m/s

    80 U3 The output mean flow rate velocity from the servovalve m/s

    81 u Control signal Volt

    82 V Volume m3

    83 V1 Suspension actuator volume for side 1 m3

    84 V2 Suspension actuator volume for side 2 m3

    85 Ve Electrical Voltage volt

    86 v input voltage volt

    87 ws The rectangular port gradient area m

    89 x The displacement of the flapper at the nozzles mm

    90 xc Chassis deflection mm

    91 xd Suspension system deflection m

    92 xr Road input displacement mm

    93 xs The theoretical spool displacement mm

    94 xt Tyre deflection m

    95 xnm Flapper clearance in the mid position mm

    96 y Total spring deflection mm

    97 Zo Constant for the servovalve design parameter (valve characteristic) -

    98 Z Number of zeros of 1+G(s) H(s) in the right half s-plane.

  • XIII Chapter One: Background and Introduction to Servovalve

    Greek Symbols

    Character Description Units

    1 Suspension angle deg.

    2 r Effective Bulk modulus N/m2

    3 Fluid absolute viscosity kg/m.s

    4 Fluid density kg/m3

    5 The rotation of the armature and flapper rad

    6 ' Spool jet angle relative to the spool axis deg.

    7 Frequency Hz

    Subscripts

    ss Steady state operation condition -

    Abbreviations

    1 DAP Data Acquisition Processor (Microstar Laboratories, Inc.) -

    2 DCV Directional Control Valve -

    3 EHSA Electro-hydraulic Servo Actuator -

    4 EHSV Electro-hydraulic Servovalve -

    5 EMA Electromechanical Actuator -

    6 GM Gain Margin -

    7 LVDT Linear Variable Differential Transformer -

    8 PC Personal Computer -

    9 P, PI, PID Control Strategy

    10 PM Phase Margin -

    11 TF Transfer Function -

  • XIV Chapter One: Background and Introduction to Servovalve

    12 TL Transmission Line -

    13 TLM Transmission Line Modeling -

    14 TVC Thrust Vector Control -

    15 VSB Voltage Signal Builder block -

  • Chapter One

    Introduction

  • 2 Chapter One: Background and Introduction to Servovalve

    1. Chapter One: Background and Introduction to Servovalve

    1.1 Introduction:

    The advantages of fluid power allow it to compete directly with other

    power sources for many engineering solutions (Backe, 1993) while being

    the only approach for mobile applications in agriculture and construction.

    However, future usage will depend, to some extent, upon the industries

    continued ability to out-perform its competitors by consistently improving

    the dynamic performance, reliability and efficiency of the designs whilst

    also meeting the inevitable environmental legislation, especially in large

    industrial applications. The ability of fluid power systems to provide rapid

    and controllable pressure and flow makes it highly suitable for the

    provision of the enabling force in the many engineering processes. To

    maintain and further improve performance and reliability it is necessary to

    have at our disposal the facility to model behavior of components both

    singularly and collectively in an overall simulation of the process. In doing

    so it should be possible to optimize the design and produce the required

    performance and subsequent quality of product and control.

    There are several components common to most fluid power control

    systems:

    Pump (for the provision of hydraulic power).

    .Valve (either servo or proportional to control pressure and

    flow).Controlled by either voltage or current, the valve acts as an interface

    between electrical and hydraulic systems, and is able to facilitate computer

    control.

    Relief valve (to limit supply pressure).

    Actuator (typically a cylinder or motor)

  • 3 Chapter One: Background and Introduction to Servovalve

    In addition, and of significance here is the interconnecting pipe work

    or more suitably named transmission line (TL) which in some systems can

    make a significant contribution to the overall dynamic performance. The

    TL allows the delivery of power over reasonably long distances and

    represents another advantage of fluid power in that the power source and

    associated actuator equipment may be remote to the application, such as in

    mining, offshore exploration and hazardous primary processing such as the

    steel industry.

    Fluid power systems are employed extensively in such processes, able

    to provide not only the huge forces required, but also the high level of

    controllability essential to achieve the demanding product quality.

    1.2 Electro-hydraulic Servovalve:

    Servovalves were developed to facilitate the adjustment of fluid flow

    based on changes in load motion. The range of applications for electro-

    hydraulic servo systems is diverse, and includes manufacturing systems,

    materials test machines, active suspension systems, mining machinery,

    fatigue testing, flight simulation, paper machines, ships and

    electromagnetic marine engineering, injection moulding machines,

    robotics, and steel and aluminum mill equipment. Hydraulic systems are

    also common in aircrafts, where their high power-to-weight ratio and

    precise control make them an ideal choice for actuation of flight surfaces.

    Unfortunately hydraulic systems exhibit several inherent non-linear

    effects which can complicate the control problem.

    The vast majority of electronic closed loop controllers are based on

    simple analogue circuit designs offering robust, low cost implementations

    of the well known PID control strategy. This approach works well in

    systems with simple topology and limited bandwidth. However the

    growing use of complex control strategies, coupled with the need to

  • 4 Chapter One: Background and Introduction to Servovalve

    support enhanced features, has lead to increased interest in the use of

    digital processors for control of hydraulic servo-systems. Nowhere is this

    more apparent than in the field of mechanical test equipment, where the use

    of a programmable digital processor allows the same servo controller to be

    used with a wide range of hydraulic systems (Poley, 2005).

    1.3 Basic Servovalve Systems:

    There are four basic servo systems as shown in Fig. 1.1.The two

    servo-actuator systems are (1) valve-motor and (2) valve-cylinder. These

    systems are often referred to as servo motors and servo cylinders. The

    recommended procedure is to mount the valve directly on the actuator. This

    avoids a column of compressed fluid in the lines and increases the natural

    frequency of the system, which increases positioning accuracy.

    The two servo pump systems are (3) servo pump-motor and (4) servo

    pump-motor (split). Most accurate speed control is given by the servo

    pump- motor, because this configuration avoids a column of compressed

    fluid in the lines and thus gives a higher natural frequency for the system.

    There are times, however, when the pump and motor cannot be packaged

    together. The split configuration has the largest position error of the four

    configurations.

    The two systems under research are similar to the system (2) in Fig.

    1.1. The first system will consider the negative effect (losses and delay) of

    the long transmission line behind the servovalve (TL test rig).On the other

    hand, the second system will consider the negative effect (the variable

    load) acting on the linear actuator driven by the electro-hydraulic

    servovalve in the test rig (Road simulator test rig).

  • 5 Chapter One: Background and Introduction to Servovalve

    Fig. 1.1 Four basic servovalve systems: (1) valve-motor, (2) valve-cylinder, (3) servo pump-motor, and

    (4) servo pump-motor (split) (John, 2002).

    1.4 Servovalve Construction Types:

    This section gives some details on the construction of servovalves. It

    is important to remember that a servovalve is really just a carefully

    machined spool-type directional control valve. The spool is shifted with a

    torque motor mounted on top of the valve or another way a solenoid

    mounted at the end of the spool.

    There are three types of servovalves.

    1. Single-stage. This valve has one spool. The torque motor must

    supply enough torque to shift the spool against the pressures that act on the

    spool.

    2. Two-stage. In this valve, the first stage is called the pilot stage. The

    torque motor shifts the pilot spool, which directs flow to shift the second

    stage. The second stage supplies flow to the actuator.

  • 6 Chapter One: Background and Introduction to Servovalve

    3. Three-stage. In this valve, the pilot stage shifts the second stage,

    which shifts the third stage. Three-stage valves are used for applications

    with high flow and high pressures. Large forces are required to shift the

    third stage, which directs the high-volume flow to the actuator.

    1.4.1 Torque Motor:

    As shown in Fig. 1.2, a torque motor consists of an armature, two

    coils, and two pole pieces. When current is supplied to the coils, the

    armature rotates clockwise or counterclockwise, depending on polarity

    produced in the armature. Current in the opposite direction produces the

    opposite polarity and the opposite rotation.

    A key to the operation of the torque motor is the mounting of the

    armature to a flexure tube. This mount bends as the armature turns. The

    armature stops pivoting when the torque produced by magnetic attraction

    equals the restraining torque produced by deflection of the flexure tube.

    This design prevents the armature from touching the pole pieces.

    The torque motor coil can be immersed in oil, classified as a wet

    torque motor, or operated dry. Even though a wet torque motor has the

    advantage of cooler operation, most servovalves use dry torque motors,

    because the magnets tend to attract metal particles circulating in the fluid,

    and this eventually causes failure.

    Fig. 1.2 Construction of a torque motor (John, 2002).

  • 7 Chapter One: Background and Introduction to Servovalve

    1.4.2 Double Flapper Nozzle:

    A diagram of the double flapper nozzle is shown in Fig. 1.3. Pressure

    is supplied to the points identified with supply pressure (Ps). Fluid flows

    across the fixed orifices and enters the center manifold. Orifices are formed

    on each side between the flapper and the opposing nozzles. As long as the

    flapper is centered, the orifice is the same on both sides and the pressure

    drop to the return line is in the same value. Pressure at A equals the

    pressure at B, and the spool is in force balance. Suppose the torque motor

    rotates the flapper clockwise.

    Fig. 1.3 Spool valve, flapper & nozzle as a first stage for a two-stage servovalve (Watton J. , 2009).

    Now, the orifice on the left is smaller than the orifice on the right, and

    the pressure at A will be greater than the pressure at B. This pressure

    difference shifts the spool to the right. As the spool shifts, it deflects a

    feedback spring. The spool continues to move until the spring force

    produces a torque that equals the electromagnetic torque produced by the

    current flowing through the coil around the armature. At this point, the

    armature is moved back to the center position, the flapper is centered, the

    pressure becomes equal at A and B, and the spool stops. The spool stays in

    this position until the current through the coil changes. Because of the

  • 8 Chapter One: Background and Introduction to Servovalve

    feedback spring, the spool has a unique position corresponding to each

    current through the coil ranging from 0 to rated current. At rated current,

    the spool is shifted to its full open position.

    A cutaway of a two-stage valve with double flapper nozzle for the first

    stage is shown in Fig. 1.4 Note that the spool slides in a bushing. It is the

    relationship between this bushing and the spool that establishes the opening

    to Ports A and B.

    Fig. 1.4 Cutaway of two-stage servovalve with double flapper nozzle for a first stage, courtesy of Moog Inc.

    An adjustment, known as the null adjust, is provided to slide this

    bushing left or right and bring it into precise alignment with the spool when

    no current is supplied to the valve. This adjustment ensures that the valve is

    mechanically centered.

    1.4.3 Programmable Orifice:

    To define the dynamics of fluid flow through an orifice, it is important

    to note that whenever the pressure differential is large for all operating

    points of interest, it can be safely assumed that the flow always has a large

    enough Reynolds number. So, it can be calculated using the turbulent flow

    equation (Merritt, 1967).

  • 9 Chapter One: Background and Introduction to Servovalve

    Servovalves are rated by the manufacturer at a given pressure drop,

    typically 70bar. Rated current is applied so that the valve is in its full open

    position. Pump speed is increased until a 70bar P is measured across the

    servovalve. Once the 70bar P is obtained, the flow is measured, and this

    flow is used to specify the valve size (John, 2002).

    1.5 The Electro-hydraulic Servo Systems:

    Additional flexibility and versatility can be obtained by using an

    electrical input. This kind of servo systems is commonly referred to as a

    pot-pot servo.

    1.5.1 Pot-Pot servo systems:

    The pot-pot servo gets this name from the fact that the command and

    feedback signals are obtained from potentiometers. The command is a

    voltage obtained by rotating the command potentiometer. This command

    voltage is compared to a voltage obtained from the potentiometer mounted

    adjacent to the manufacturing work table, known as the feedback

    potentiometer. As the work table moves, it slides the wiper along this

    potentiometer to change the feedback voltage. The difference between the

    command and feedback voltages is the "error" voltage, and this voltage is

    the input to an amplifier. The amplifier produces a milliamp current

    proportional to the error voltage, and this current is the input current to the

    servovalve torque motor.

    The servovalve opens to direct hydraulic fluid to the actuator cylinder,

    which moves the work table. The table moves, and thus moves the wiper on

    the feedback pot, until the feedback voltage equals the command voltage.

    Each table position corresponds to a unique command voltage.

    For the systems used in modern manufacturing, the input voltage is

    typically a series of voltages produced by a digital-to-analog converter.

  • 10 Chapter One: Background and Introduction to Servovalve

    This converter converts a series of computer instructions to the needed

    command voltages. A work-piece mounted on the table is positioned to be

    machined in accordance with the computer instructions. A series of

    operations, often with several actuators, are controlled in this manner.

    1.5.2 Force, Pressure, and Torque Servo Systems:

    Force servo systems use the signal from a force transducer as the

    feedback signal. In like manner, a pressure servo uses the signal from a

    pressure transducer and a torque servo the signal from a torque transducer.

    For example, the force servo systems have a force transducer mounted

    between the cylinder and the load. In this case, the cylinder increases the

    force on the load until the transducer output voltage (feedback voltage)

    equals the command voltage. The system then holds this force until the

    command signal is changed. It is possible to cycle the force and program

    various force duration times by inputting the correct command voltage vs.

    time function.

    1.5.3 Velocity Servo Systems:

    Velocity servo systems are used to control both linear and rotational

    velocities. These servo systems are widely used in manufacturing to draw

    wire, buff steel sheets to a required finish, run printing presses, and for a

    variety of other applications where the rotational velocity of a drive is

    controlled to provide a certain linear velocity.

    1.5.4 Servovalve Amplifiers:

    A servovalve amplifier card has two main functions:

    1. It provides a mA current proportional to an input voltage. Typical

    designs fall in the range 5mA/Volt - 100mA/Volt.

  • 11 Chapter One: Background and Introduction to Servovalve

    2. It saturates at the rated current of the servovalve. The amplifier is

    designed so that it cannot deliver enough current to the torque motor to

    burn out the coils.

    1.6 The Aims of the Current Study:

    In order to identify the reciprocal influences between the servovalve

    and the system under control mathematically, many internal servovalve

    coefficients (flow coefficients, magnetic coefficients, and spool, orifice,

    and nozzle dimensionsetc) should be available. Unfortunately, the

    internal servovalve coefficients change from one valve to another and it is

    not easy to find them experimentally. Also, this information is not available

    in manufacturer data sheet. So, many assumptions and experimental tests

    should be considered and evaluated to find the servovalve mathematical

    model. Therefore, the data should be taken from the input and output

    servovalve signal to evaluate the unknown coefficients for the

    mathematical model. This helps to make a comparison between the

    experimental work and mathematical model. Furthermore, the

    mathematical model will help to make enhancements on the actual system

    behavior by finding new control gain value.

    Foregoing, the data acquisition is needed to collect and record the sensors

    reading as well as to design the voltage input signal in different shapes and

    values by using C++ language. So, the DAP-card (Microstar Laboratories)

    will be use to design the control voltage value and record the data for the

    system. This data acquisition is a useful tool to generate unlimited control

    voltage input signal shapes.

  • 12

    Chapter twO

    Literature Review

  • 13 Chapter Two: Literature Review

    2. Chapter Two: Literature Review

    2.1 Transmission Line Effect Publications:

    Hydraulic transmission lines have received considerable deal of

    attention with regard to the understanding and prediction of dynamic signal

    transmissions in a range of applications with gas, water and oil which are

    used as the working fluid.

    Regarding the hydraulic transmission lines, consideration has been

    given to both frequency domain and time domain analyses using a variety

    of approximations and explanations of the fundamental distributed

    parameter equations.

    Hsue and Hdleoder (1983) have developed and represented the

    modal approximations and accuracy considerations for the distributed

    parameter laminar flow model for circular, rigid wall hydraulic and

    pneumatic transmission line. The approach is based on a technique for

    formulating rational polynomial approximations using product series for

    both Bessel functions and hyperbolic functions. This approach accounts for

    real poles of these functions, in addition to the dominant second order zeros

    recognized by other researchers. There is a requirement for including these

    real poles and real zeros in model approximations.

    Kitsios and Bowher (1986) investigated the transmission line

    modeling (TLM) method. They showed how lumped dynamic components

    can be represented by equivalent lines. A hydraulic position control system

    was modeled by the TLM method, requiring mechanical and fluid

    transmission line models and a special integrator line. The TLM

    technique fundamentally utilizes the loss less and dispersion less of

    transmission line model and requires detailed consideration of other

    dynamic components within the system and the mathematical linking to the

  • 14 Chapter Two: Literature Review

    suitable transmission line termination equations. The theoretical responses

    to step inputs are compared with experimental ones and the researchers had

    a good agreement.

    In Watton J. (1988), discussed the method of model approximation to

    the distributed friction transmission line functions via frequency-domain

    analysis has been discussed. A specific form is then derived a matter which

    allows time-domain analysis to be easily pursued using a digital simulation

    package approach. The method is applied to a highly non-linear servovalve

    controlled motor system and a good comparison between experiment and

    theory is shown. A comparison is also made with previous work using the

    method of characteristics, and natural frequency predictions are also

    compared with some common lumped parameter approximations.

    Longmore and Schlesinger (1991) claim that measured relationships

    between the vibration and pressure fluctuation at the input and output ends

    of hydraulic hoses are generated by a pump and transmitted to the

    subsequent circuit. This relation can be described satisfactorily by two

    types of wave involving the contained fluid, together with bending and

    torsional wave motion. The values of the wave properties required to do

    this are presented for four representative hose constructions. The

    relationship of the properties to the construction is discussed, and it has

    been proved to be highly effective in problems involving pressure ripple

    propagation.

    Sanada et al. ( 1993) suggest that a finite element technique may

    alleviate some of the computational problems, such as numerical instability

    and variable time steps. The resulting equations are expressed in state-

    space theorem. Solutions have been obtained for a blocked line where the

    mathematical modeling requires the consideration of the range of

    undamped natural frequencies in advance. Results for the loss less line case

  • 15 Chapter Two: Literature Review

    were compared with a further theoretical solution using the method of

    characteristics (Watton J. , 1988).

    Burton et al. (March 1994), hydraulic systems are characterized by a

    transport delay in the pipelines connecting physical components. This is

    due to the propagation of waves at the speed of sound through the fluid

    medium. The transmission delay allows component models to be decoupled

    for the current time step, enabling a parallel solution; the inputs to each

    component model are delayed outputs from connected models. Burten

    describes a simulation environment suitable for the simulation of hydraulic

    system performance, using the transmission line modeling approach for the

    pipelines and decoupling the component models in a hydraulic circuit

    simulation.

    In Krus (1995), a dynamic simulation of systems, is proposed where

    the differential equations of the system are solved numerically. It is an

    important tool for analysis of the detailed behavior of a system. In his paper

    Krus shows how flexible joints based on transmission line modeling (TLM)

    with distributed parameters can be used to simplify modeling of large

    mechanical link systems interconnected with other physical domains,

    which is the case in hydraulic system applications. The introduction of

    transmission line elements in mechanical link system simulation shows a

    great potential in simplifying the system description at the equation level,

    since subsystems interconnected through TLM-joints can be described

    completely independently from each other.

    In Watton J. and Hawkly (1996), an approach is developed utilizing

    measurements of transient pressure and flow rate at the inlet and outlet of

    the line. A time series analysis technique is used in such a way that the

    number of unknown coefficients to be estimated is minimized. For three

    different line configurations and a range of operating conditions. There is

    an accurate prediction which is shown for three different line

  • 16 Chapter Two: Literature Review

    configurations and a range of operating conditions. The evaluation of just

    two transmission line functions then allows a simple model structure to be

    used for the simulation of fluid power circuits incorporating long lines.

    Krus and Nyman (2000), have demonstrated the actuation system

    control surfaces with transmission line simulated using a flight dynamics

    model of the aircraft coupled to a model of the actuation system. In this

    way the system can then be optimized for certain flight condition by "test

    flying the system. The used distributed modeling approach makes it

    possible to simulate this system faster than real time on a 650 MHz PC.

    This means that even the system optimization can be performed in a

    reasonable time. This approach was adopted for simulation of fluid power

    systems with long lines in the HYTRAN program.

    Ayalew and Kulakowski (2005), used analytical results obtained in the

    frequency domain. A cording to these results, the modal approximation

    techniques are employed to derive transfer function and state-space models

    applicable to a pressure input-flow rate output causality case of a

    transmission line. However, the modal approximation results presented

    apply also to other cases where the linear friction model is considered

    applicable. It is highlighted that the results presented can reduce the overall

    order of the hydraulic system model containing the transmission line being

    considered.

    Dong, Zhu, and Lu (2010) proved that the long pipeline in hydraulic

    system has some influence on system performances and causes the system

    to become unstable. They targeted a hydraulic servo system with long

    transmission line between hydraulic power supply and servovalve. A

    mathematical model considering pipeline effect is established by means of

    the theories of transmission line dynamics and hydraulic control systems in

    which pipeline characteristics are depicted by lumped-parameter model.

    Dong uses AMESim (a software for modeling, simulation and dynamic

  • 17 Chapter Two: Literature Review

    analysis of hydraulic and mechanical system based on bond graph and

    which is a production of imagine corporation of France) to simulate the

    impact on system dynamic behaviors which were investigated theoretically.

    In addition the influences of pipeline structural parameters on hydraulic

    system dynamic characteristics were also analyzed.

    Yang and Moan (2011) studied a heaving-buoy wave energy converter

    equipped with hydraulic power take off. This wave energy converter

    system is divided into five subsystems: a heaving buoy, hydraulic pump,

    pipelines, non-return check valves and a hydraulic motor combined with an

    electric generator. A dynamic model is developed by considering the

    interactions between the subsystems in a state space form. The simulation

    results show that transmission line dynamics play a dominant role in the

    studied wave energy converter system. The length of the pipeline will not

    only affect the amplitude of the transient pressures but also the converted

    power transformed in the generator.

    2.2 Fluid Power Systems and Servovalve Publications:

    Electro-hydraulic servo-systems have been a subject of an extensive

    study. They are widely used in many industrial applications because of

    their high (power/weight) ratio, high stiffness and high payload capability

    at the same time, achieve by that fast responses and high degree of both

    accuracy and performance.

    The standard textbook that deals with the fluid power topics is written

    by Merritt (1967), where the main control component of the hydraulic

    system is the servovalve in which the modeling and the work on spool

    valves and flapper nozzle valves are mostly found. He explains in detail the

    effects of some nonlinearity on the servovalve behavior, and describes the

    following phenomena: flow forces on a spool and a flapper, torque motor

    nonlinearities (magnetic hysteresis and saturation), friction forces on the

  • 18 Chapter Two: Literature Review

    spool valve (dry and viscous), etc. He also defines and describes the

    functions of the mentioned phenomena.

    Watton and Braton (1985) examine the hydraulic actuation with

    further contributions to the response and stability of electro-hydraulic servo

    actuators with unequal areas. This expands the overview of the research

    done on the modeling of a servo-hydraulic system.

    S. LeQuoc, R. Cheng and A. Limaye (1987) proposed an electro-

    hydraulic configuration, in which the drain line is connected to the tank

    through a direction control valve, a metering valve and a relief valve which

    allow external adjustment of the drain, orifice and back pressure. Servo

    systems with the conventional servovalve and the new servovalve

    configuration are modeled and simulated for step input to various values of

    system parameters. The simulation results demonstrated that the servo

    system with this new configuration would offer a higher steady state

    velocity, a lesser settling time and a lower percent overshoot when the

    drain line orifice opening and the back pressure are properly tuned. In

    addition, they executed out experiments to validate the simulation results

    and it has been demonstrated that the mathematical model is relatively

    proper to portend the performance of the two servo systems.

    Arafa, H. and Rizk, M. (1987), worked on an experiment to design

    and investigate electro hydraulic servovalves with mechanical feedback,

    excluding the effects of lap conditions and flow forces on the spool.

    Evidence is furnished that the feedback wire stiffness must not be constant.

    The parameters used to describe this non-linearity are accurately

    determined by computer simulation. Furthermore, this phenomenon is

    found to account for anomalies observed in the no-load flow gain

    characteristics of similar valves.

  • 19 Chapter Two: Literature Review

    A non-linear mathematical model based on physical quantities is

    developed by Wang et al. (1995). This model includes non-linear relations

    for the torque motor dynamics and a flow force on the flapper and fluid

    compressibility. The first stage control volume is change due to a spool

    movement, the first stage leakage and flow forces. These scientific articles

    usually include experimental verification of established models.

    Karan et al (1996) describes the servovalve dynamics as a second

    order transfer function. He supposes the servovalve to be dependent on the

    dynamic characteristics of a system that contains the servovalve. The

    values of time constants, undamped natural frequencies and damping ratios

    are calculated from the experimentally determined servovalve frequency

    characteristics which are found in the catalogues of the manufacturer.

    Many researchers as (Lee, 1996; van Schothorst, 1997; Tawfik, 1999)

    present the theoretical, or theoretical and experimental modeling, and make

    the linearization about some characteristic working region (the most

    popular is the null position) in order to obtain linear mathematical models.

    However, certain phenomena or physical quantities that are considered to

    be of less importance are neglected.

    M. Montanari et al (2003) analyze a hydraulic actuated clutch control

    system for commercial cars. The design of closed-loop controller is

    presented based on a simplified system model. A physical full-order model

    is also described and used to assess, through computer simulations, the

    dependence of the closed-loop system performances on some plant and

    controller key parameters. Selected performance indexes are gear shift

    timing and position tracking error and these are mostly affected by two key

    parameters: oil pipeline length and controller sampling time. The resulting

    dependencies can be used to set performances and cost specifications for

    both plant configuration and electronic control unit. Experimental tests

    performed with different plant and controller configurations are reported.

  • 20 Chapter Two: Literature Review

    They closely match the simulation results, showing the effectiveness of the

    proposed approach.

    Beshahwired A. et al (2005), present a model of an electro-hydraulic

    fatigue testing system that emphasizes components upstream of the

    servovalve and actuator. Experiments showed that there are significant

    supply and return pressure fluctuations at the respective ports of the

    servovalve. The model presented allows prediction of these fluctuations in

    the time domain in a modular manner. An assessment of design changes

    was done to improve test system bandwidth by eliminating the pressure

    dynamics due to the flexibility and inertia in hydraulic hoses. The model

    offers a simpler alternative to direct numerical solutions of the governing

    equations and is particularly suited for control oriented transmission line

    modeling in the time domain.

    Olaf Cochoy et al (2006), tried to move towards the more electric

    aircraft, a hybrid actuator configuration. In which an electromechanical

    actuator (EMA) and an electro-hydraulic servo actuator (EHSA) operate on

    the same control surface. This provides an opportunity to introduce

    electromechanical actuators into primary flight controls. In this mode the

    EMA is controlled in a way that it actively follows the movement of the

    control surface without carrying external air loads, thereby reducing power

    dissipation compared to active/active mode and failure transients compared

    to active/passive mode. However, force fighting will occur if both actuators

    are actively controlled. The control concepts for a hybrid configuration,

    extending the original actuator control loops, are presented, enabling

    active/active as well as active/no-load operation. Nonlinear as well as linear

    models for an EMA, an EHSA, and a control surface structure are derived

    from technical data for an airworthy EHSA and combined with a model of

    the hybrid configuration. These models are used for matching the actuator

    dynamics and simulation of the developed control laws.

  • 21 Chapter Two: Literature Review

    In Ristanovic, and Milan R. (2007), the thrust vector control (TVC) of

    rocket engines is used when the aerodynamic surfaces are inadequate to

    control vehicles or when a greater agility may be required of a missile. The

    TVC was gimballed nozzle assembly controlled by an electro-hydraulic

    servo system, where two linear hydraulic servo actuators gimbals the

    engine. Each servo actuator is controlled by an electro-hydraulic

    servovalve. The thrust vector direction is a result of the motion of both

    servo actuators. The position feedback is provided by measuring the

    direction of the thrust vector, instead of measuring the displacements of the

    servo actuators. A linear model of the servo system has been developed and

    simulated. Therefore, the proposed control concept has experimentally

    been validated in the TVC test bench.

    Ghasemi, S.A. et al (2008) present a theoretical analysis of a two-

    stage electro-hydraulic servovalve with a spool position feedback which is

    carried out by two main probable effects, under-lap and back pressure.

    These analyses are based on fundamental laws of electromagnetism, fluid

    and general mechanics and rectangular ports to simplify the equations. A

    detailed mathematical model of servovalve with circular ports is developed

    to improve the accuracy of the model. Besides, the back pressure in the

    pilot region of the flapper nozzle servovalve is considered. The effects of

    the under-lap spool and the back pressure on the performance, stability and

    response of the whole system are investigated through solving the

    governing equations in MATLAB-SIMULINK.

    Fahmy, M. et al (2011) describe the dynamic performance of a two

    stage electro-hydraulic servovalve. Nonlinear Non-dimensional

    mathematical model is developed. The system main equations could be

    derived in minimal symbolic forms a matter which facilitates a subsequent

    numerical simulation in order to investigate the static and dynamic

    behaviors. In addition to a step response, ramp and sinusoidal inputs

  • 22 Chapter Two: Literature Review

    responses are investigated. The model has been coded in the software

    package SIMULINK. The mathematical model presented can be used to

    investigate dynamic characteristics of a two stage electrohydraulic

    servovalve based on hydraulic system such as that under investigation, and

    to illustrate the effect of the various parameters on the hydraulic system

    performance.

    According to Li, M et al (2012) the simulation model of the two stage

    flapper-nozzle electro-hydraulic servovalve with the hydraulic component

    design libraries has been done where the AMESet secondary development

    of modeling is found in AMESim simulation environment. By adjusting the

    parameters of the model, the performance of the servovalve are analyzed.

    At the same time, the characteristic curve of the servovalve is discovered.

    These characteristic curves can describe the static and dynamic

    characteristics of the valve which can greatly guide the study and design

    the servo systems. The various methods have advantages and

    disadvantages, but the solution technique in most cases is based upon

    distributed parameter theory with its restriction to laminar flow and

    uniform fluid properties. In reality, this is unlikely to be the case for lines

    with large pressure and flow rate fluctuations. A method is suggested using

    the modal analysis technique as the foundation theory to establish the form

    of a set of discrete equations relating pressures and flow rates at both ends

    of the line and at the servo system. The unknown coefficients of each time

    domain equation may then be determined for the experimental test using

    measured transient pressure and flow rate data.

  • 23 Chapter Two: Literature Review

    2.3 Summary of the Review of Literature and the Scope of the

    Present Study:

    The literature review of this study consists of two important parts

    which deal with the TL effect and the servovalve effects as follows:

    The first concentrates on the transmission line effects on the hydraulic

    systems. Many methods that deal with the TL effect are presented. These

    methods simulate the TL effect numerically or mathematically in different

    ways and by special software's.

    In the second part deal with, the servovalve and its effect and

    mathematical model are presented by two different approaches used for

    obtaining linear mathematical models that describe the behavior of electro-

    hydraulic servovalves. According to the first, the servovalve dynamics is

    neglected or described with the first, second or, even, third order transfer

    function, depending on the dynamic characteristics of a system that

    contains the servovalve. The values of time constants, undamped natural

    frequencies and damping ratios are calculated by the experimentally

    determined servovalve frequency characteristics that could be found in the

    catalogues of the manufacturer. The second approaches involves

    theoretical, or theoretical and experimental modeling, and make the

    linearization about some characteristic working region in order to obtain

    linear mathematical models. However, certain phenomena or physical

    quantities that are considered to be of less importance are neglected.

    Because of that, researchers propose higher order models presented in the

    form of transfer functions or state-space.

    Although available linear models of electro-hydraulic servovalves

    could give preliminary insight of their operation, they are not able to

    adequately explain and truly predict the response of servovalves over the

    wide operating range. A review of the experimental frequency responses

  • 24 Chapter Two: Literature Review

    that every manufacturer provides with their equipment clearly points out

    the existence of nonlinearities.

    This study aims to finding a comprehensive view on the control of the

    electro hydraulic servovalve systems by focusing on the pressure control,

    velocity control and the position control, by using the voltage input signal

    which supplied to the servovalve amplifier and designed by using the PC in

    the C++ language.

    In pressure control part, the researcher aims to overcome the negative

    transmission line (losses and delay action) effect on the hydraulic system

    by using servovalve properties with an efficient control behavior. The

    servovalve and its effects on the system are researched experimentally and

    theoretically.

    On the other hand, it is aimed to find how the velocity and position of

    the linear hydraulic actuator are controlled efficiently by the servovalve

    with a negative effect of a variable load. The effects of the servovalve on

    the performance, stability and the response of the whole system are

    investigated experimentally and theoretically through solving the governing

    equation in MATLAB.

  • 25 Chapter Two: Literature Review

    Chapter three

    Theoretical Analyses

  • 26 Chapter Three: Theoretical Analyses

    3. Chapter Three: Theoretical Analyses

    The control concept on the electro-hydraulic servovalve system

    focuses on the pressure (force), velocity and position control which depend

    on the demand of the manufacturing processes and the nature of the system.

    Therefore, the servo system and its components are needed to be

    considered in the proposed control strategy. Consequently, this work is

    divided into two parts:

    3.1 Theoretical Analyses of the Pressure Control on the Electro-hydraulic Servovalve System.

    3.1.1 Introduction: Servovalves are developed to facilitate the adjustment of fluid flow

    based on changes in load motion. The twin nozzle flapper servovalve is a

    high quality part combined from mechanical, electrical and hydraulic

    technology and has the advantages of large power ratio, fast response and

    high level of control precision. (Poley, 2005).

    Although they are commonly placed as close as possible to the device

    to which they are supplying fluid in some applications, it is not possible to

    place servovalves close to the actuator due to the plant conditions. This is

    seen commonly in the steel rolling industry (Le Bon. A., 1996).

    The purpose of this section is to provide a description of the

    objectives, procedures and results for the project "Pressure control of a

    servo-hydraulic system". It focuses on the experimental applications of

    such a system in order to explain the purpose of the experimental work

    before exploring the theoretical tools available for analysis of servovalves

    and transmission lines of considerable length. A modeling approach will be

    based on electrical analog. The data will be collected to validate this

  • 27 Chapter Three: Theoretical Analyses

    approach and this model will be applied on ideal controller Non-Model

    Specific (Ziegler & Nichols and Astrom & Hagglund). This method is

    applied to provide an improvement on system control over standard closed

    loop control (Le Bon. A., 1996). This section is presented in order to

    discuss the derivation of governing dynamic and fluid equations of the

    valve operation. Linearization technique of these equations leads to a

    transfer function between input (Voltage applied) and output (Pressure

    required) variables.

    The system's dynamic characteristics have been tested by using a

    Personal Computer (PC) equipped with a data acquisition processor (DAP-

    card). This will allow data based modeling to be carried out, allowing

    prediction of the system's response to a given control output.

    An important feature of the transient response of the system is the

    delay that occurs between the application of a current to a servovalve, and

    the effect in terms of pressure being detected at the end of the transmission

    line. This is shown graphically in Fig. 3.1 & Fig. 3.2. This is due to the

    time it takes for the servovalve to respond, and more significantly the time

    that the pressure increase takes to propagate along the transmission line.

    This time delay is usually within the feedback loop of a closed loop

    control system, and this causes degradation in the quality of the system's

    response to a control input. Application of predictive control is expected to

    improve this behavior, although it cannot shorten the length of this time-

    delay since it is an intrinsic function of the system. The object of this

    section is to build up a theoretical model of a servovalve which control the

    pressure at the end of a long transmission line by using the experimental

    data. It is worth to mention that P1 is the system pressure supplied by the

    power unit, P2 is the pressure behind the servovalve, P3 is the pressure at

    the end of the TL and P4 is the pressure return line. The negative effects

  • 28 Chapter Three: Theoretical Analyses

    -5

    0

    5

    10

    15

    20

    25

    3900 4100 4300 4500 4700 4900

    P bar, u Volt

    ms

    P1 bar/10

    P2 bar

    P3 bar

    P4 bar

    u-Control*10

    -2

    0

    2

    4

    6

    8

    10

    12

    14

    16

    3500 4000 4500 5000 5500

    P bar, u Volt

    ms

    P1 bar/10

    P2 bar

    P3 bar

    P4 bar

    u-Control*10

    (pressure drop and the pressure signal delay) of the TL are clearly seen in

    experimental test shown in Fig. 3.1and Fig. 3.2.

    Fig. 3.1 Effect of System Delay. Fluid Power Laboratory / Cardiff University /UK. Open Loop Ps=100bar Fr=1.0Hz, Square-wave, Am=10bar, Time sampling =1ms.

    Fig. 3.2 Effect of System Delay. Fluid Power Laboratory/ Cardiff University /UK. Open Loop Ps=100bar Fr=1.0Hz, Sine-wave, Am=10bar, Time Sampling=1ms.

  • 29 Chapter Three: Theoretical Analyses

    3.1.2 System Description:

    3.1.2.a System hardware description:

    As shown in Fig. 3.3, the pressure supply line delivers hydraulic fluid

    from big power unit supply to the test rig at a pressure up to 150bar. A

    variable pressure relief valve is installed in the rig, so the desired pressure

    can be achieved on the rig as the researcher needs. There is a temperature

    and flow meters on the supply line to the servovalve. The valve to be used

    is an Ultra servovalve from Moog, of type (4658-249-810), shown in Fig.

    3.4. The valve consists of two-stage, nozzle/flapper and dry torque motor

    unit.

    As shown in Fig. 3.3, the service port B is blocked rather than feeding

    to the annulus side of the actuator as might be expected. The service port A

    is the exit to the servovalve, where the second flow meter and pressure

    transducer are located. The servovalve provide the hydraulic pressure via a

    long transmission line. This line is expected to have an important input to

    the dynamic response of the system due to its considerable length. The

    actuator illustrated in Fig. 3.3 is fixed into a specific position - it cannot

    move. This is allowable because the system is used to provide adequate

    force to counteract roll bending under load ('work roll bending' system).

    The actual displacement of these actuators in the roll bending system is

    small, and would ideally be zero. Hence, when modeling this system it is

    considered reasonable to ignore the small actuator movements. The PC

    records the Data Acquisition Processor (DAP-card), which is connected to

    the transducers display and amplifier units as shown in Fig. 3.3.

  • 30 Chapter Three: Theoretical Analyses

    Fig. 3.3 Schematic of the transmission line system set up Cardiff University Laboratory.

  • 31 Chapter Three: Theoretical Analyses

    3.1.2.b System control software description:

    The DAP-card is connected to the PC and has its own operating

    system and it is provided with a program called DAP-view through which

    control of the DAP-card is built. This program starts and stops collecting

    data, as well as outputting signals and logging every event. This project

    requires the use of custom written control commands, which will collect

    input signals to the card, process them in accordance with the desired

    Fig. 3.4 Ultra /Moog servovalve type 4658 and its cross sectional view.

  • 32 Chapter Three: Theoretical Analyses

    control method, and pass them back to the DAP-view program to be sent to

    the equipment. Custom commands are written in C++ language and have to

    be compiled and downloaded into the DAP-card. C++ programs can only be

    changed by the PC, so any adjustments to the custom commands require

    the removal of previous custom commands and recompilation and

    installation on the DAP-card (Microstar, 2004).

    3.1.3 Servovalve construction:

    The servovalve is an interface between low energy electrical signals

    and high-level hydraulic power. Servovalves are electrically operated

    proportional directional control valves. They are usually four port units

    which control the quantity of fluid to pass, as well as the direction. Most

    common servovalves are made in the form of a two stage device (Cundiff,

    2002).

    3.1.3.a First stage:

    The first stage contains a torque motor which operates an armature

    and this armature pivots a 'flapper', which is situated between two fixed

    nozzles. By applying a current to the torque motor, the armature is rotated,

    and this moves the flapper toward one nozzle, and away from the other.

    The flapper is located within the valve and hence is surrounded by

    hydraulic fluid. To keep the torque motor free from oil the flapper is

    encased within a flexible 'flexure tube'.

    3.1.3.b Second stage:

    Second stage is typically a four-way spool valve that controls the fluid

    flow to two service ports. There is commonly a mechanical feedback

    system in the form of a feedback spring attached to the spool which acts to

    oppose the action of the torque motor on the flapper. See Fig. 3.4.

  • 33 Chapter Three: Theoretical Analyses

    3.1.4 Servovalve Modeling:

    3.1.4.a Steady State Modeling of Servovalve:

    When an electrical current is applied to the coils of the torque motor, a

    torque is generated on the armature. The armature and flapper are

    supported on the flexure tube or sleeve, which separates the electro-

    magnetic and hydraulic parts of the valve which also provides a low

    friction pivot. Four forces components are considered in the torque motor.

    These are a positive function of the applied current and the rotation. These

    forces are opposed by a torque from the stiffness of the flexure tube, and

    the net hydraulic force acting on the flapper element (Watton J. , 1989).

    = + ( ) = (3.1)

    The mechanical feedback element is one of the types of servovalve

    being considered. The torque of this feedback spring can be considered as

    follows for small values of :

    =( + ), = + ( + ) & = (3.2)

    Atonement equation (2) in (1) gives the total torque on the torque

    motor Fig. 3.5, flapper and spring combination, noting that the torque is

    zero at steady state; the angle can be deduced (Watton J. , 1989):

    = ( ) ( + )

    + ( + )2 (3.3)

    Fig. 3.5 Feedback spring free body diagram (Watton J. , 1989).

  • 34 Chapter Three: Theoretical Analyses

    Fig. 3.6. Schematic of a double flapper/nozzle amplifier used to move a spool (Watton J. , 2009).

    As seen in Fig. 3.6, there is a hydraulic 'bridge circuit' which is

    supplied with system pressure. A small amount of fluid can flow out

    through the fixed orifice and onward to the two variable orifices created by

    the nozzle/flapper interface, ultimately returning to the tank.

    Flapper/nozzles in conjunction with a pair of orifices used to generate

    a pressure difference by small movements of the flapper positioned

    midway between the nozzles, as shown in Fig. 3.6.

    The spool area and velocity are as, U respectively. Typically the

    nozzle diameter is dn= 0.5mm, the flapper clearance in the mid-position

    xnm= 0.03mm, and the orifice diameter do = 0.2mm. It is common for such a

    device to be used in servovalves as a mechanical feedback; the pressure

    difference generated being used to move the spool. It will be immediately

    clear from Fig. 3.6 that at the flapper mid position, often called the null

    position, the maximum leakage flow back to tank will exist, hence

    producing a small inherent power loss. As an example, the flapper is

    moved to the left, by electromagnetic means then pressure P1 will increase

    and pressure P2 will decrease, thus providing a pressure difference across

    the spool which will then move unless restrained in some way. The flow

    losses and power loss will decrease as the flapper position is changed

    (Watton J. , 2009). To analyze the flapper-nozzle bridge, the conventional

    restrictor flow equations are appropriate and given by:

  • 35 Chapter Three: Theoretical Analyses

    = + 1, = ( ), = 2, = ( + ); (3.5)

    = 2( )

    , =

    2( )

    ; (3.6)

    = 2 , =

    2 ; (3.7)

    At condition in which the spool motion is negligible, the steady-state

    performance of the double flapper-nozzle amplifier may be derived from

    equating Qa = Qx and Qb = Qy. This gives:

    =1

    1 + (1 )2 =

    , =1

    1 + (1 + )2=

    ,

    =

    ; (3.8)

    = 16(

    )2(

    )2 (3.9)

    Then the differential pressure is given by:

    =4

    [1 + (1 + )2][1 + (1 )2], (3.10)

    Considering the null condition where = 0 and = 0; that leads to:

    = =1

    (1 + ) (3.11)

    And the null gain condition is:

    ( )

    =4

    (1 + )2 (3.12)

    Because flapper operation is designed to be around the central (null)

    position, the pressure difference generated may be simply written as:

    ( ) =

    (3.13)

    Spool displacement is then determined from the force balance across

    the spool which is dominated by the feedback wire force and the spool flow

    reaction force:

  • 36 Chapter Three: Theoretical Analyses

    ( ) = + 22[ ], = (3.14)

    Where, as is the spool end cross section area, the spool orifice area aso

    for rectangular ports have an area gradient ws and Pload= P1-P2. By

    combining these equations the relationship between spool displacement and

    input current is as follows:

    =(1 )

    ( )

    + ( + )(1 )

    . . . (3.15)

    =( + )

    (3.16)

    = + ( + )2 +2

    (3.17)

    = 22 ( ) (3.18)

    The spool displacement will be proportional to input current provided

    that the denominator of Eq. (3.15) is positive. The flow reaction equivalent

    stiffness kfr will probably be much smaller than the wire stiffness k, so that

    the effect of load pressure difference Pload may not present a problem. In

    practice,

  • 37 Chapter Three: Theoretical Analyses

    3.1.4.b Dynamic Modeling of Servovalve:

    The steady state performance of the valve will need to be augmented

    by a model for the transient response, and also for the transient response of

    the fluid transmission line. This will allow predictive control to be used.

    The servovalve requires a finite time to change its spool position as a

    response of changing applied current. The combination of these issues

    means that the design of both open-loop and closed-loop control systems

    should take into account these dynamic issues.

    For the Ultra/servovalve type (mechanical feedback) shown in Fig.

    3.7, it is clear what components contribute toward the overall dynamic

    performance. The use of a voltage-feedback servovalve-amplifier means

    that the voltage-build-up characteristic is extremely fast when compared

    with other elements of the servovalve.

    The dynamic effect caused by the time required to generate the drive

    current can be ignored. However, there are effects produced from the

    flapper inertia and fluid viscosity (Watton J. , 2009). Considering the

    Fig. 3.7 Contribution to force-feedback servovalve dynamic behavior.

  • 38 Chapter Three: Theoretical Analyses

    steady state servovalve operation, the current build-up and the dynamic

    torque equations have the following types:

    = ( ) + ( ) + [ + ( + )]( + ) +

    +

    2

    2 (3.20)

    For flapper-nozzle resistance bridge flow, apply the continuity equation on

    each side gives:

    2( )

    2 = +

    +

    (3.21)

    2( )

    2 =

    +

    (3.22)

    Where:

    = ( ), = ( + ) & =

    And, Va and Vb are the internal small volumes on either side of and

    within the flow resistance bridge. The flapper displacement at the nozzle is

    x, and its maximum displacement is xnm.

    The static force balance at the spool, including the flow reaction force,

    is now modified to include the dynamic flow reaction force, the spool

    viscous damping and acceleration effects:

    ( ) = [ + ( + )]

    + 22 cos[ ] + 1

    2

    +

    + 2 (3.23)

    Where:

    1 = 2( 1)

    ,2 =

    22 & = 1 2 . . (3.24)

    Obviously, the defining equations of servovalve are nonlinear, and the

    solution also requires the load specification so that the load pressure

    difference (P1 - P2) can be derived. Considering the equations presented, it

  • 39 Chapter Three: Theoretical Analyses

    will be seen that a valve dynamic performance depends not only on

    electrical-electromagnetic-geometry parameters but also on the load it is

    supplied Pload and, hence, on the load flow rate, the supply pressure Ps, and

    the magnitude of the input current.

    The tank (return line) pressure is usually neglected in comparison to

    the line pressures. The port opening area (wsxs) is proportional to spool

    displacement which is also proportional to the current applied to the

    electromagnetic first stage. Servovalve manufacturers also quote the rated

    flow at the valve rated current and with a valve pressure drop of 70bar, that

    is, the total pressure drop across both ports. Consequently the servovalve

    equations could be rewritten in the following form (Watton J. , 2009).

    1 = ( 1) & 2 = 2 . . (3.24)

    Where: =

    (+)2

    From the previous equations and the contribution of dynamics

    behavior was shown in Fig. 3.7, the amount of hydraulic fluid flow from

    the servovalve depends on the pressure and the current value coming to

    servovalve amplifier. In the steady state condition, both of the

    electromagnetic and mechanical properties are considered constant.

    The effect of the dynamic behavior of the amplifier can be considered

    as a constant at steady state operation condition (New assumption). This

    assumption permits the equation (3.24a) to convert the amplifier input

    current replaced by the voltage value coming from the DAP-view programs

    to the servovalve amplifier. In other words, the hydraulic flow rate coming

    from the servovalve (Q) can be considered as a function of the input DAP-

    card voltage value and the pressure effect on the servovalve will be as

    follows:

    = ( , ) . . (3.25)

  • 40 Chapter Three: Theoretical Analyses

    At steady state operating condition ( vss, P1ss, P2ss, Q1ss, Q2ss), the first

    linear term of the Taylor series expansion for a nonlinear function will be

    employed. Consequently, small changes in each parameter lead to:

    1 = 1

    (0),(0)

    + 11

    (0),(0)

    1 &

    2 = 2

    (0),(0)

    + 22

    (0),(0)

    2 . . (3.25)

    1 = 1 + 1 1 & 2 = 2 + 2 2 . . (3.25)

    The servovalve equation could be written as:

    1 = ( 1) & 2 = 2

    1 =1

    = 1 =1

    . . (3.25)

    2 =2

    = 2 =2

    . . (3.25)

    1 =11

    =

    2 1

    =2

    2( 1) . . (3.25)

    2 =22

    =

    22=

    22(2)

    . . (3.25)

    =

    =

    =

    =2( 1)

    =22

    , . . (3.25)

    In this application, the single action operation will be considered, so

    the port B (number 2 in previous equations) has been cancelled, see Fig.

    3.3. Thus, it is needed to consider the segment of the first port to find the

    value of flow gain and pressure coefficient equations (3.25c & 3.25de) at

    steady state condition.

  • 41 Chapter Three: Theoretical Analyses

    Practically, the dynamic characteristic is often specified by the

    manufacturer as a frequency-response diagram for the spool position

    (input) and the flow rate (output) for a typical performance range. The

    frequency response is obtained usually with the output ports connected at

    the no-load condition. It therefore represents the best performance that can

    be expected from the servovalve.

    Indeed, in this experimental work the servovalve is not new, so there

    is wear effects on the flexure tube, and erosion effects around the ports and

    nozzles. Whilst a clear understanding may be gained by consideration of

    such theory, the experimental work will rely on data based modeling

    techniques. Before addressing data-based modeling, analytical

    consideration will be given to transmission line modeling.

    3.1.5 Transmission line m