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7/23/2019 Unit 7 Actuators NIKU Parted 2
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UNIT 7:--- pared 2
Actuators (Saeed B Niku)
Hydraulic actuators proportional feedback control Pp272
(Ref: Fi !"#$ % Proportional Hydraulic
&er'o al'e )it* Feedback +oop,
Pp2#
.lectric /otor Funda/entals
0ifferences %1 and 01 Type otors
Pp2#
01 /otors Pp2#
%1 /otors (Re'ersible, Pp23
4rus*less 01 /otors Pp2!
&tepper /otors:- &tructure
principle of operation
&peed-tor5ue c*aracteristics
Pp2
Pp26$
Pp26
HYDRAULIC ACTUATORS
Hydrauic syste!s and actuators offer
• a "i#" po$er%to%$ei#"t ratio ar#e &orces at o$ speeds (bot* linear and rotary
actuation,
• co/patibility )it* /icroprocessor and electronic controls and
• Tolerance of e8tre/e *a9ardous en'iron/ents"
• any lare robots of t*e past decade /ostly used in auto/obile production
• 0ue to leakae proble/s )*ic* are al/ost ine'itable in *ydraulic syste/s and due to
t*eir po)er unit )ei*t and cost t*ey are not used any /ore"
• No)adays /ost robots are eectric"
•T*ere are still /any robots in i'dustry t*at *a'e *ydraulic actuators" %dditionally for special applications suc* as 'ery lare robot and cii serice robots *ydraulic actuators
/ay be t*e appropriate c*oice"
T*e total force t*at a linear cylinder can deli'er can be tre/endously lare for its si9e"
% *ydraulic cylinder can deli'er a force of
F = p x A lb )*ere A is t*e effecti'e area of t*e piston or ra/ and p is t*e )orkin pressure"
i#ure *+, % Rotary Hydraulic Actuator " T*is actuator can be directly attac*ed to a re'olute oint
)it*out any need for ear reduction"
For e8a/ple for a pressure of ;$$$ psi e'ery s5uare inc* of t*e cylinder de'elops ;$$$-lb of
force" In rotary cylinders t*e sa/e principle is true e8cept t*at t*e output is a tor5ue )*ere:
7/23/2019 Unit 7 Actuators NIKU Parted 2
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(!"<,
)*ere p is t*e fluid pressure
t is t*e t*ickness or )idt* of t*e rotary cylinder and
r1 and r2 are t*e inner and outer dia/eters of t*erotary cylinder as s*o)n in Fiure !"#"
T*e flo) rate and 'olu/e of oil needed in a *ydraulic syste/ are
(!"3,
(!"!,
)*ere
dx is t*e desired displace/ent and
x is t*e desired 'elocity of t*e piston"
%s you can see by co'troi'# t*e 'olu/e of t*e fluid oin i'to t*e cylinder t*e tota
dispace!e't can be co'troed" 4y controllin t*e rate in )*ic* t*e fluid is sent to t*e cylinder
t*e eocity can be co'troed" T*is is done t*rou* a ser'o 'al'e t*at controls t*e 'olu/e of t*e
fluid as )ell its rate"
% "ydrauic syste! enerally consists of t*e follo)in parts:
• Hydraulic linear or rotary cylinders and ra/s" T*ese pro'ide t*e force or tor5ue needed to
/o'e t*e oints and are controlled by t*e ser'o 'al'es or /anual 'al'es"
• % *ydraulic pu/p )*ic* is a *i*-pressure pu/p t*at pro'ides *i*-pressure fluid to tile
syste/"
• .lectric (or ot*ers suc* as diesel enine, /otor )*ic* operates t*e *ydraulic pu/p"
• 1oolin syste/ )*ic* rids t*e syste/ of t*e *eat enerated" In so/e syste/s in addition
to coolin fans radiators and cooled air are used"
•
Reser'oir )*ic* keeps t*e fluid supply a'ailable to t*e syste/" &ince t*e pu/p isconstantly supplyin pressure to t*e syste/ )*et*er or not t*e syste/ is usin it all t*e
e8tra pressuri9ed fluid as )ell as all t*e returned fluid fro/ t*e cylinders flo) back into
t*e reser'oir"
• &er'o 'al'e is a 'ery sensiti'e 'al'e t*at controls t*e a/ount and t*e rate of fluid to t*e
cylinders" T*e ser'o 'al'e is enerally dri'en by a *ydraulic ser'o/otor"
• &afety c*eck 'al'es *oldin 'al'es and ot*er safety 'al'es t*rou*out t*e syste/"
• 1onnectin *oses )*ic* are used to transport t*e pressuri9ed fluid to t*e cylinders and
back to t*e reser'oir"
• &ensors )*ic* are used to control t*e /otion of t*e cylinders" T*ey include position
'elocity /anetic touc* and ot*er sensors"
i#ure *+- is a sc*e/atic dra)in of a typical *ydraulic syste/"
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i#ure *+- &c*e/atic of a *ydraulic syste/ and its co/ponents"
i#ure *+. is a sc*e/atic dra)in of a position control pilot 'al'e for a *ydraulic cylinder also
called a spool 'al'e"
i#ure *+. &c*e/atic of a spoo ae ill neutral position"
T*is is a balanced 'al'e )*ic* /eans t*at t*e pressures on t*e t)o sides of t*e spool are e5ual"
T*us it takes 'ery little force to /o'e t*e spool e'en t*ou* it /ay be under 'ery *i* pressures"
=*en a ser'o/otor is attac*ed to t*e spool 'al'e to operate it a ser'o 'al'e is created" T"e sero
ae and t*e cyi'der toet*er for/ a "ydrauic sero!otor" %s t*e spool /o'es up or do)n it
opens t*e supply and return ports t*rou* )*ic* t*e fluid tra'els to t*e cylinder or is returned to
t*e reser'oir" 0ependin on t*e si9e of t*e openin of t*e port t*e supply fluid flo) rate is
controlled and so is t*e eocity of t*e cylinder" 0ependin on t*e lent* of ti/e t*at t*e port is
kept open t*e total a/ount of t*e fluid to t*e cylinder and t*us its total tra'el is controlled" T*iscan be )ritten as
(!"7,
and
(!",
)*ere q is t*e flo) rate
C is a constant
x is t*e spool>s displace/ent A is t*e area of t*e piston and
y is piston>s displace/ent"
1o/binin .5uations (!"7, and (!", and desinatin d/dt as D )e *a'e
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and
(!"6,
=*ic* s*o)s t*at t*e *ydraulic ser'o/otor is an interator"
T*e co!!a'd to t*e ser'o/otor controllin t*e spool 'al'e co/es fro/ t*e co'troer"
• T*e controller sets t*e current to tile ser'o/otor as )ell as t*e duration t*e current is
applied )*ic* in turn controls t*e position of t*e spool"
• T*us for a robot )*en t*e controller *as calculated *o) /uc* and *o) fast a oint /ust
/o'e it sets t*e current and its duration to t*e ser'o/otor )*ic* in turn controls t*e
position and rate of /o'e/ent of t*e spool 'al'e )*ic* in turn controls t*e flo) of t*e
fluid and its rate to t*e cylinder )*ic* /o'es t*e oint"
•T*e sensors pro'ide &eed/ack to t*e controller for accurate and continued control"i#ure *+* s*o)s t*e flo) of t*e fluid as t*e spool 'al'e /o'es up or do)n" %s you can
see a si/ple /otion of t*e spool controls t*e /otion of t*e cylinder"
To pro'ide feedback to t*e ser'o 'al'e eit*er eectro'ic or !ec"a'ica feedback can be added to
t*e 'al'e (?t*er)ise it )ill 'ot /e a sero ae but a /anual spool 'al'e," i#ure *+0 s*o)s a
si!pe !ec"a'ica &eed/ack oop"
• &ince t*is is a 'ery si/ple syste/ and can be easily understood it is /entioned *ere"
• a si/ple le'er is added bet)een t*e output and t*e input to pro'ide an error sinal to t*e
syste/"
• %s t*e desired position for t*e load is set by t*e set-point le'er say up t*e spool 'al'e is
opened )*ic* )ill operate t*e cylinder"
• Ho)e'er in reality t*is le'er ar/ is pro'idin an error sinal to t*e syste/ and t*us t*e
syste/ pro'ides a sinal (fluid pressure, to t*e cylinder"
• T*e error sinal is interated by t*e interator (in t*is case t*e cylinder, and as t*e error
approac*es 9ero t*e sinal to t*e syste/ oes to 9ero"
• %s t*e cylinder starts to /o'e in t*e direction of t*e set desired position (in t*is case
up)ard, t*e error sinal beco/es increasinly s/aller )*ic* in turn reduces t*e output
sinal by closin t*e spool 'al'e"
• 4y t*e ti/e t*e load is at t*e desired position t*e spool 'al'e is closed and t*e load stops"
i#ure *+1 s*o)s t*e sc*e/atic of t*e block diara/ for t*is feedback loop
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Fiure !"! &c*e/atic of a spool 'al'e in open position" 0ependin on )*ic* ports are opened t*e
direction of /otion of t*e piston )ill c*ane
• T*ere are /any intricate and s/all passae)ays inside a *ydraulic 'al'e-especially in
ser'o'al'es )it* feedback control interated into t*e 'al'e"
• T*is is )*y t*ese syste/s are so susceptible to dirt or iscosity c*anes due to
te!perature"• T*e s/allest of &orei#' /odies can affect t*e ser'o'al'e by restrictin its passae)ays or
ports"
• &i/ilarly 'iscosity c*anes can c*ane t*e response of t*e 'al'e as t*e fluid beco/es less
or /ore 'iscous"
i#ure *+0 &c*e/atic of a si/ple control de'ice )it* proportional feedback
Fiure !" 4lock diara/ of t*e *ydraulic syste/ )it* proportional feedback control sc*e/e
N3U4ATIC D35IC3S
• Pneu/atic de'ices are principally 'ery si!iar to "ydrauic syste!s"
• % source of pressuri9ed air is used to po)er and dri'e linear or rotary cylinders controlled
by /anual or electrically controlled solenoid 'al'es"
• &ince t*e source of pressuri9ed air is separate fro/ t*e /o'in actuators t*ese syste/s
*a'e lo)er inertial loads"
• a pneu/atic de'ices operate at a /uc* lo)er air pressure usually up to ;$$-;2$ psi t*eir
po)er-to-)ei*t ratio is /uc* lo)er t*an *ydraulic syste/s
•
T*e /aor proble/ )it* pneu/atic de'ices is t*at air is co/pressible and t*us itco/presses and defor/s under load"
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• %s a result pneu/atic cylinders are usually only used for insertion purposes )*ere t*e
actuator is all t*e )ay for)ard or all t*e )ay back)ard or t*ey are used )it* ;@2-deree-
of-freedo/ oints t*at are fully on or fully off"
• 1ontrollin t*e e8act position of pneu/atic cylinders is 'ery difficult"
• ?ne )ay to control t*e displace/ent of t*e pneu/atic cylinders is called differential
dit*erin"
• In t*is syste/ t*e e8act location of t*e piston is sensed by a feedback sensor suc* as alinear encoder or potentio/eter"
• T*is infor/ation is used in a controller t*at t*e air pressure on t*e t)o sides of t*e
cylinder t*rou* a ser'o 'al'e to control t*e e8act position"
*+* 3L3CTRIC 4OTORS
• =*en a )ire carryin a current is placed )it*in a /anetic field it e8periences a force
nor/al to t*e plane for/ed by t*e /anetic field and t*e current as F= I x B"
• If t*e )ire is attac*ed to a center of rotation t*e resultin tor5ue )ill cause it to rotate
about t*e center of rotation"
• 1*anin t*e direction of t*e /anetic field or t*e current causes t*e )ire to continuously
rotate about t*e center of rotation as s*o)n in Figure 6.13"
Fiure !";# =*en a )ire carryin a current is placed )it*in a /anetic field it )ill e8perience a
force in a direction nor/al to a plane for/ed by t*e current and t*e field
•
In practice to acco/plis* t*is c*ane in t*e current eit*er a set of co//utators and brus*es are used for 01 /otors"
• T*e current is electronically s)itc*ed for 01 brus*less /otors or %1 current is used for
%1 /otors"
T*is is t*e /asic pri'cipe be*ind all electric /otors"
T*ere are /any types of electric /otors t*at are used in robotics" T*ey include t*e follo)in:
• DC !otors
• Reersi/e AC !otors
• Brus"ess DC !otors
•
Stepper !otors
Sero!otor
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• 36cept &or stepper !otors all ot*er types of /otors can be used as a sero!otor"
• In eac* case t*e tor7ue or po$er output of t*e /otor is a function of t*e strent* of t*e
/anetic fields and t*e current in t*e )indins"
• &o/e /otors *a'e per!a'e't !a#'ets (4s," T*ese /otors enerate less *eat since t*e
&ied is a$ays prese't and 'o curre't is needed to build t*e/" er!a'e't !a#'et
/otors t*e field is co'sta't" %dditionally under certain conditions it is possible t*at t*e
per!a'e't !a#'et /ay et da!a#ed and lose its field strent* in )*ic* case t*e /otor beco/es useless" T*is is because t*e iron /ass around t*e /anet *olds t*e field intact
until t*ey are separated" Aou s*ould ne'er take a /otor apart as t*e per/anent /anet
)ill beco/e sinificantly )eaker" To increase t*e strent* of t*e per/anent /anets in
/otors /ost /anufacturers /aneti9e t*e /anets after asse/blin t*e /otor" otors
)it*out per/anent /anets do not *a'e t*is proble/
• ?t*ers *a'e a so&t iro' core and $i'di'#s )*ere an electric curre't creates t*e
/anetic field" In t*is case /ore "eat is #e'erated but )*en needed t*e !a#'etic &ied
can be aried by c*anin t*e current""
01 /otor %1 /otor
Fiure !";< Heat dissipation pat* of /otors
?ne i/portant issue in t*e desi#' a'd operatio' of all /otors is t"e dissipatio' o& "eat"
•
%s )it* t*e *eat ererated in /any ot*er de'ices t*e enerated *eat in /otors e'entually beco/es t*e decidi'# &actor about its si8e a'd po$er"
• T*e *eat is enerated pri/arily fro/ t*e resistance of t*e )irin to electric current (load
related, but includes *eat due to iron losses includin eddy current losses and *ysteresis
losses friction losses brus* losses and s*ort-out circuit losses (speed related, as )ell"
• T*e *i*er t*e current t*e /ore *eat is enerated as W = RI 2"
• T*icker )ires enerate less *eat but are /ore e8pensi'e are *ea'ier (/ore i'ertia, and
re5uire /ore space"
• %ll /otors enerate so/e *eat" Ho)e'er )*at is i/portant is t*e pat* t*at t*e *eat /ust
take to lea'e t*e /otor since if t*e *eat is dissipated faster /ore enerated *eat can be
dissipated before da/ae occurs"
i#ure *+9- s*o)s t*e *eat leakae pat* to t*e en'iron/ent for an AC%type /otor and a DC%type
/otor"
In DC%type /otors
• t*e rotor contains t*e )indin and carries t*e current and t*us *eat is enerated in t*e
rotor"
• T*is *eat /ust o fro/ t*e rotor t*rou* t*e air ap t*rou* t*e per/anent /anets
t*rou* t*e /otor>s body and be dissipated into t*e en'iron/ent" (It /ay also o t*rou*
t*e s*aft to t*e bearins and out,"
• &ince air is a 'ery ood isolator"
• T*us t*e total *eat transfer coefficient for t*e DC !otor is relati'ely lo)"01 /otors are
• 'ery co//on in industry and
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• *a'e been used for a lon ti/e"
• %s a result t*ey are reia/e sturdy and relati'ely po$er&u"
In 01 /otors
• t*e stator is a set of fi8ed per/anent /anets creatin a fi8ed /anetic field
• )*ile t*e rotor carries a current"
• T*rou* brus*es and co//utators t*e direction of current is c*aned continuously
causin t*e rotor to rotate continuously"• 1on'ersely if t*e rotor is rotated )it*in t*e /anetic field a 01 current )ill de'elop and
t*e /otor )ill act as a enerator" (T*e output is 01 but not constant,"
?n t*e ot*er *and
In an AC type /otor
• t*e rotor is a Per/anent anet and t*e )indin is in t*e stator
• T*e enerated *eat in t*e stator is dissipated to t*e air by conduction t*rou* t*e /otor>s
body"
• %s a result t*e total *eat transfer coefficient is relati'ely *i* especially because no air
ap e8ists"• %s a result AC%type /otors can be e8posed to relati'ely *i*er currents )it*out da/ae
and t*us t*ey are enerally /ore po)erful for t*e sa/e si9e"
• &tepper /otors alt*ou* not %1 /otors *a'e a si/ilar constructionB
• T*e rotor is a per/anent /anet and t*e stator contains t*e )indins" T*us stepper
/otors *a'e ood *eat dissipation capability"
• ?f course anot*er /aor factor in t*e difference bet)een /rus"ed and /rus"ess /otors
is t*e i&e of t*e brus*es and co//utators as )ell as t*e p*ysical li/itation of /ec*anical
s)itc*in by brus*es"
• Brus"ess DC !otors AC !otors and stepper !otors are all /rus"ess and t*us t*ey
and are sturdy and enerally *a'e o'# i&e (only li/ited by t*e life of rotor bearins,
If per/anent /anets are used to enerate t*e /anetic field t*e output tor5ue T M is proportional
to t*e /anetic flu8 and t*e current in t*e rotor )indins I rtr " T*en
(!";$,
)*ere ! t is a constant" &ince in per/anent /anets t*e flu8 is constant t*e output tor5ue beco/es
a function of I rtr and to control t*e output to5ue I (or correspondin 'oltaes, /ust be c*aned"
If instead of per/anent /anets soft iron cores )it* )indins are used for t*e stator as )ell t*en
t*e output tor5ue is a function of currents in bot* t*e rotor and t*e stator )indins:
(!";;,
Here bot* ! t and ! " are constants"
T*rou* t*e use of po)erful /anets /ade of rare eart* /aterials and alloys t*e perfor/ance of
/otors *as been i/pro'ed sinificantly" %s a result t*e po)er to-)ei*t ratio of /otors is /uc*
better t*an before and t*ey *a'e replaced al/ost all ot*er types of actuators"
AC 4otors
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• .lectric %1 /otors are si/ilar to 01 /otors e8cept t*at t*e rotor is per/anent /anet
t*e stator *ouses t*e )indins and all co//utators and brus*es are eli/inated"
• T*is is possible because t*e c*anin flu8 is pro'ided by t*e %1 current not by
co//utation"
• %s t*e flu8 enerated by t*e %1 current c*anes t*e rotor follo)s it and rotates"
• %s a result %1 /otors *a'e fi8ed no/inal speeds a function of t*e nu/ber of poles on
t*eir rotor and t*e line fre5uency (!$ H9,"• &ince %1 /otors can dissipate *eat /ore fa'orably t*an 01 /otors t*ey can be /ore
po)erful"
• T*e sa/e principles of back-e/f *old for %1 /otors" T*ere are also re'ersible %1 /otors
a'ailable"
Brus"ess DC 4otors
• 4rus*less 01 /otors are a "y/rid bet)een %1 /otors and 01 /otors"
• %lt*ou* not e8actly t*e sa/e t*eir construction is 'ery si/ilar to an %1 /otor"
•T*e /aor difference is t*at brus*less 01 /otors are operated )it* an electronicallys)itc*ed 01 )a'efor/ t*at is si/ilar to an %1 current (eit*er sine )a'e or trape9oidal
)a'efor/, but is not necessarily at !$ H9"
• %s a result unlike %1 /otors 01 brus*less /otors can be operated at any speeds
includin 'ery lo) speeds"
• To operate a feedback sinal is necessary to deter/ine )*en to s)itc* t*e direction of t*e
current" In practice a resol'er an optical encoder or a Hall .ffect sensor attac*ed to t*e
rotor sends a sinal to a controller )*ic* s)itc*es t*e current to t*e rotor"
• For s/oot* operation and al/ost constant tor5ue t*e rotor usually *as t*ree p*ases in it"
T*us t*ree currents )it* ;2$C p*ase s*ift are fed into t*e rotor"
•
4rus*less 01 /otors are operated by a co'troer circuit" T*ey )ill not operate if youconnect t*e/ directly to a 01 po)er source
Direct%Drie 3ectric 4otors
• 0irect-dri'e electric /otors are 'ery si/ilar in construction to brus*less 01 /otors or
steppers"
• T*e /aor difference is t*at t*ey are desined to deli'er a 'ery lare tor5ue at 'ery lo)
speeds and )it* 'ery *i* resolution"
• T*ese /otors are intended to be used directly )it* a oint )it*out any ear reduction"
• 0irect-dri'e /otors are still 'ery e6pe'sie and 'ery "eay but *a'e i/pressi'e
c*aracteristics" % <$-D /otor produces a continuous tor5ue of ;3$ N/ at a /a8i/u/ #
rps )it* a resolution of #$ arc-sec"
Sero!otors
• %n i/portant issue in all electric /otors is t*e back electro/oti'e force or back e/f"
• a )ire carryin a current )it*in a /anetic field )ill e8perience a force )*ic* causes it to
/o'e"
• &i/ilarly if a )ire (conductor, /o'es )it*in a /anetic field suc* t*at it )ill cross t*e
field lines a current )ill be induced into t*e conductor"
• T*is is t*e basic principle of electric po)er eneration"
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• Ho)e'er it also /eans t*at )*en t*e )ires of t*e )indins in a /otor are rotatin in t*e
/anetic field of t*e /anets a current )ill be induced in t*e/ in t*e opposite direction
of t*e input current"
• T*is current is called back-e/f and it tends to reduce t*e effecti'e current of t*e /otor"
• T*e faster t*e /otor rotates t*e larer t*e back-e/f is"
• 4ack-e/f current is usually e8pressed as a function of rotor speed:
(!";2,
Here # $ is typically i'en in 'olts per ;$$$ rp/" %s t*e /otor approac*es its no/inal no-load
speed t*e back-e/f is lare enou* t*at t*e /otor speed )ill stabili9e at t*e no/inal no-load
speed )it* its correspondin effecti'e current" Ho)e'er at t*is no/inal speed t*e output tor5ue
of t*e /otor is essentially 9ero" T*e /otor>s 'elocity is o'erned by
(!";#,
)*ere R is t*e )indins> resistance"
• If a oad is applied to t*e /otor it )ill slo) do)n resultin in s/aller back-e/f larer
effecti'e current and conse5uently a positi'e net tor5ue"
• T*e ar#er t"e oad t*e slo)er t*e /otor )ill rotate in order to de'elop t*e ar#er
tor7ue"
• If t*e load beco/es increasinly larer t*ere co/es a ti/e )*en t*e !otor stas t*ere is
no back-e/f t*e effecti'e current is at its /a8i/u/ and t*e tor5ue is at its /a8i/u/"
• Unfortunately in eac* case )*en t*e back e/f is s/aller alt*ou* t*e output tor5ue is
larer since t*e net current is larer so is t*e enerated "eat"
•Under sta or 'ear%sta conditions t*e enerated "eat /ay be lare enou* to da!a#et"e !otor"
To be able to de'elop ar#er tor7ues $it"out so$i'# do$' t"e !otor on )ould *a'e to
increase t*e current (to t*e rotor t*e stator or bot* if soft iron core is used," In suc* a case
alt*ou* t*e /otor rotates at t*e sa/e speed and t*e back e!& is sti t*e sa/e t*e larer current
)ill increase t*e net effecti'e current and t*us t*e tor5ue" 4y aryi'# t"e curre't (or
correspondin 'oltae, t*e speed tor7ue balance can be /aintained as desired" T*is syste/ is
called a %er&'tr "
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Fiure !";! &c*e/atic of a sero!otor controller" % sensor sends 'elocity and position sinals to
t*e controller )*ic* controls t*e output 'elocity and position of t*e ser'o/otor
T*e output tor5ue T de'eloped by t*e /otor can be e8pressed as a function of t*e tor5ue constant
# T typically in (.i)/*'p as in T = I # T " T*e opposin tor5ues are friction tor5ue T " 'iscous
da/pin tor5ue (as a function of speed, )# D and t*e opposin load T +" T*us t*e /otor>s tor5ue
is o'erned by
(!";<,
.5uations (!";2, (!";#, and (!";<, o'ern t*e /otions of t*e /otor"
% sero!otor is
• a 01
• %1
• brus*less or
• e'en stepper/otor )it* feedback t*at can be controlled to /o'e at a desired speed (and
conse5uently tor5ue, for a desired anle of rotation"
• To do t*is a feedback de'ice sends sinals to t*e controller circuit of t*e ser'o/otor
reportin its anular position and 'elocity"
• If as a result of *i*er loads t*e 'elocity is lo)er t*an desired set 'alue t*e current is
increased until t*e speed is e5ual to t*e desired 'alue"
• If t*e speed sinal s*o)s t*at t*e 'elocity is larer t*an desired t*e current is reduced
accordinly"
• If position feedback is used as )ell t*e position sinal is used to s*ut off t*e /otor as t*e
rotor approac*es t*e desired anular position"
• /any different types of sensors /ay be used for t*is purpose includin encoders
resol'ers potentio/eters and tac*o/eters"
• If a position sensor suc* as a potentio/eter or encoder is used its sinal can be
differentiated to produce a 'elocity sinal" Figure 6.16 is a sc*e/atic of a si/ple control
block diara/ for a ser'o/otor"
Stepper 4otors
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• &tepper /otors are ersatie o'#%asti'# si!pe /otors t*at can be used in /any
applications"
• In /ost applications t*e stepper /otors are used $it"out &eed/ack " T*is is because
unless a step is /issed a stepper /otor steps a kno)n anle eac* ti/e it is /o'ed" T*us
its anular position is al)ays kno)n and 'o &eed/ack is necessary"
•&tepper /otors co/e in /any di&&ere't &or!s and pri'cipes o& operatio'"
• &tepper /otors can be used in di&&ere't !odes by $iri'# t*e/ differently"
• 1onnect a stepper /otor to po)er it )ill 'ot rotate and it rotates only )*en t*e /anetic
field is rotated t*rou* its different )indins"
• =*en 'ot po$ered steppers *a'e a residua tor7ue called detent tor5ue and !a6i!u!
tor7ue is de'eloped )*en t*ey do not turn"
• It re5uires an e8ternal tor5ue to turn a stepper /otor e'en )*en not po)ered
• %ll stepper /otors need a !icroprocessor or drier:co'troer- (i'de6er, circuit for
rotation"
• &tepper /otors are used e8tensi'ely in 'o'i'dustria robots and robotic deices as )ell
as in ot*er de'ices t*at are used in conunction )it* robots fro/ toolin /ac*ines to perip*eral de'ices and fro/ auto/atic /anufacturin to control de'ices"
Structure o& Stepper 4otors
%1 /otor Fiure !";< Heat dissipation pat* of /otors
?n t*e ot*er *and
• In an AC type /otor t*e rotor is a er!a'e't 4a#'et and t*e )indin is in t*e stator
• T*e enerated *eat in t*e stator is dissipated to t*e air by conduction t*rou* t*e /otor>s
body"
• %s a result t*e total *eat transfer coefficient is relati'ely *i* especially because no air
ap e8ists"
• %s a result AC%type /otors can be e8posed to relati'ely *i*er currents )it*out da/ae
and t*us t*ey are enerally /ore po)erful for t*e sa/e si9e"
• &tepper /otors alt*ou* 'ot AC !otors; *a'e a si!iar co'structio'B t*e rotor is aper!a'e't !a#'et and t*e stator contains t*e $i'di'#s"
• T*us stepper /otors *a'e ood *eat dissipation capability"
• &ince t*e *eat enerated in t*e coils can easily dissipate t*rou* t*e /otor>s body stepper
/otors are ess susceptible to "eat da!a#e and since t*ere are 'o /rus"es or
co!!utators t*ey *a'e o'# i&e"
• In different types of stepper /otors t*e per!a'e't !a#'et rotors are different"
• T*e rotor follo)s a /o'in /anetic field enerated by t*e coils" %s a result so/e)*at
si!iar to /ot" AC !otors and /rus"ess DC /otors a rotor follo)s a /o'in flu8
under t*e control of a controller or dri'er"
ri'cipe o& Operatio'
I/aine a stepper /otor )it* t$o cois in its stator and a per!a'e't !a#'et as its rotor
as s*o)n in i#ure *+90"
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=*en eac* of t*e coils of t*e stator is eneri9ed t*e per/anently
/aneti9ed rotor (or soft iron in 'ariable reluctance /otors, )ill
rotate to ai#' itself )it* t*e stator /anetic field"
Fi" !";7 (a,
T*e rotor )ill stay at t*is position unless t*e field rotates" %s t*e
po)er to t*e present coil is disrupted and is directed to t*e ne8t
coil t*e rotor )ill rotate aain to alin it self )it* t*e field in t*e
ne) position"
Fi" !";7 (b,
.ac* rotation is e5ual to t*e %tep *)gle )*ic* /ay 'ary fro/ 1,- degree% to as little as a "r*ti) of
a degree" (In t*is e8a/ple it is 6$C,"
T*e first coil )ill once aain be turned on /ut i' t"e opposite
poarity )*ile t*e second is turned off" T*is )ill cause t*e rotor to
rotate anot*er step in t*e sa/e direction"
Fi" !";7 (c,
Ne8t coil )ill once aain be turned on /ut i' t"e opposite
poarity )*ile t*e first is turned off" T*is )ill cause t*e rotor to
rotate anot*er step in t*e sa/e direction
Fi" !";7 (d,
T*e process continues as one coil is turned off and an ot*er is turned on" % se5uence of four steps )ill
brin t*e rotor back to e8actly t*e sa/e state it )as at t*e beinnin of t*e se5uence"
No) i/aine t*at at t*e conclusion of t*e first step
• Instead of tur)i)g "" )e il and tur)i)g ) te %e)d i l t*at bt 0uld be tur)ed
)"
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In t*at case t*e rotor )ould only rotate <3C to alin itself
to t*e pat* of least reluctance (Figure 6.1,"
+ater if t*e first coil is turned off )*ile t*e second
re/ains on t*e rotor )ill rotate anot*er <3C"
T*is is called *alfstep operation and includes a se5uence of eigt '&e'e)t%"
?f course )it* t*e opposite on-off se5uence t*e rotor )ill rotate in t*e opposite direction"
ost industrial steppers run bet)een 9+1 to 0+. derees at full steppin" ?b'iously to reduce t*e
si9e of t*e steps t*e nu/ber of poles /ay be increased" Ho)e'er t*ere is a p*ysical li/it to *o)
/any poles /ay be used" To furt*er increase t*e nu/ber of steps per re'olution different
nu/bers of teet* can be built into t*e stator and rotor creatin an effect si/ilar to a caliper"For instance 3$ teet* on t*e rotor and <$ teet* on t*e stator )ill result in a ;"-deree step
anle )it* 2$$ steps per re'olution"
U'ipoar; Bipoar; a'd Bi&iar Stepper 4otors
U'ipoar stepper !otors are desined to )ork )it* one po)er source" Eenerally it is desirable
to *a'e one po)er source po)erin bot* t*e /otor )indins as )ell as t*e dri'e circuits" Unless
ot*er tec*ni5ues of s)itc*in are used )it* one po)er source it is i/possible to si/ply c*ane
t*e polarity of t*e coils by c*anin t*e polarity of t*e po)er fro/ t*e po)er source as t*is
)ould ruin t*e electronic dri'e circuitry" &ince t*e polarity of t*e coils cannot be c*aned t*ese
/otors /ay not be run in *alf-step /ode" Ho)e'er t*ere is only one po)er source used )*ic*
reduces t*e cost and t*e /otor )ill de'elop it full po)er"
In /ipoar !otors t*e assu/ption is t*at t*e polarity of t*e po)er source can be c*aned" %s a
result t*ere )ill eit*er be t)o po)er sources )*ere one po)ers t*e /otor )indins and its
polarity can be s)itc*ed and one is used to po)er t*e dri'e circuitry or t*at /ore sop*isticated
s)itc*in is used )it* one po)er supply to not da/ae t*e circuits" In t*is case t*e /otor )ill
re5uire /ore po)er supplies or electronics but can be run eit*er at full or *alf-step /odes and
)ill de'elop its full po)er"
In bifilar /otors t*e coils are center tapped as )as pre'iously discussed" In t*is case t*e polarity
of t*e coils can be c*aned si/ply by flo)in t*e current in eac* *alf of t*e coil" T*us )it*
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si/ple circuits and one po)er supply t*e /otor can be run in eit*er full or *alf-step /ode but
since only *alf t*e coil is eneri9ed t*e /otor only de'elops *alf of its full po)er" Figure 6.2 is
a sc*e/atic dra)in for u'ipoar and /ipoar dri'e circuits" T*e s)itc*es are connected to t*e
/icroprocessor ports and are turned on and off by t*e /icroco/puter"
Fiure !"27 &c*e/atic dra)in for unipolar and bipolar dri'e circuits"
ost /otors are )ired to be used in any of t*e t*ree /odes" &o/e /otors are not" Figure 6.2,
s*o)s t*e sc*e/atic of different possibilities of coil )irin co/binations in /otors" In ei*t-lead
confiuration you /ay )ire t*e /otor in any /ode" as t*e coils are co/pletely detac*ed fro/
eac* ot*er" In t*is case it is also easy to find )*ic* t)o )ires are connected to )*ic* coil" T*e
si8-lead /otors are connected suc* t*at eac* coil is center tapped but t*e t)o coils are detac*ed"
In fi'e-lead /otors t*e t)o center-taps are connected toet*er" Four-lead /otors /ay not be used
in /i&iar /ode" 4y /easurin t*e resistance bet)een different )ires one /ay find )*ic* )ire is
connected to )*ic* coil"
Fiure !"2 &tepper /otor lead confiurations"
Stepper 4otor Speed%Tor7ue C"aracteristics
• &tepper /otors are 'ery useful in /any applications" T*ey do not re5uire any feedback as
it is assu/ed t*at stepper /otors ad'ance a kno)n anle e'ery ti/e a sinal is sent" %s
lon as t*e oad o' t"e !otor is ess t*an t*e tor5ue it can deli'er t*e steps )ill 'ot /e
!issed and t*is assu!ptio' is correct"
• if t*e oad is too ar#e or if t*e speed is !ore t*an t*e /otor is capable of rotatin steps
/ay be !issed and since t*ere is 'o &eed/ack all subse5uent positions )ill be $ro'#"
• &tepper /otors de'elop t*eir !a6i!u! tor7ue called "odi'# tor7ue at 9ero anular
'elocity )*en t*e rotor is statio'ary" (T*e tor5ue de'eloped )it* N? P?=.R is called
0etent Tor5ue",
• %s t*e speed o& t"e !otor i'creases t*e tor7ue it de'elops reduces sinificantly" T*us
it is 'ery i/portant t*at t*e desi#'er c*eck t*e speed%tor7ue c"aracteristic of stepper
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/otors fro/ /anufacturers before a c*oice is /ade" i#ure *+2< is a typical speed-tor5ue
c*aracteristic"
Fiure !"26 % typical speed-tor5ue
• ?ne reason for t*is poor perfor/ance at "i#"er speeds is t*at since at eac* step t*e rotor
/ust first acceerate cruise and t*en deceerate and stop at t*e ne8t step and t*at t*is
process /ust be repeated for e'ery sinle step stepper /otors cannot rotate fast"
• If t*e si#'as co/in to t*e /otor are too &ast t*e rotor )ill 'ot *a'e t*e ti!e to
acceerate:deceerate and )ill !iss steps"
• &o one reason is t*e i'ertia of t*e rotor"
• Ho)e'er e'en /ore i/portant is t*e ater'ati'# !a#'etic &ieds of t*e stator"
• .'ery ti/e a coil is turned off t*ere )ill be a c*anin (in t*is case a decayin, flu8"
• T*e )ires of t*e coils in t*e presence of a c"a'#i'# &u6 )ill de'elop a /ack%e!& t*at
)ill slo) do)n t*e decay of t*e flu8 as a ne) one builds up due to t*e /ack%e!& current"
• T*e enerated flu8 )ill tend to "odG t*e rotor fro/ rotatin and )ill slo) it do)n" %s a
result t*e rotor is pulled back and )ill not be able to rotate freely"
• To re!edy t*is proble/ and to pre'ent *i*-current sparkin across t*e s)itc*es a
free)*eelin diode /ay be added to t*e circuit" T*e diode )ill allo) t*e current to
continue flo)in t*rou* t*e coil and be dissipated t*rou* con'ersion to *eat in t*e
resistor" T*e effecti'eness of t*e process can be increased by addin a 9ener diode to t*e
circuit" It is i/portant to reali9e t*at t*e 9ener diode>s breakdo)n 'oltae /ust be near t*e
transistor>s breakdo)n 'oltae ratin" ?t*er)ise it )ill *a'e no effect"