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Control Engineering Series 93 SD Design and Development of Multi-Lane me Design and Smart Electromechanical Actuators art sign E lean ctd Development of r oD me eve chlo ap Multi-Lane Smart nm The unavoidable element in the development of flight control systems (to date) has Fawaz Yahya Annaz is a Professor ice bremeleelaieacrnkbtr iotliihnmtye h e aeycndnhdrdaa n tuohilcfiec at lhlalayecc t akuhc ayottudfo araratsleut.e dlTirc hn paiasrcit mithvueaaa srtty ieob cfnelhie gnshnyot s ltotcheogemin ectssra o. s-Hl e as onypws ritiemmevmpaerorsi,l ryittsh a bnenet o tceswatceu hapsnve aof ooilloraf gbtthyhlee et, o idrw epbhvruioecilvhldoe pmnm aey nt aDBiontfre uStMphninaeeerg cit.Eamh Hplaeeoencnrt iecrhti,a,c a Ilaasn El sfsnEeteingltlruoigvntwieened eeTt oreeain rcsithng ha ngei n ol eI lnoJcastguptyitra uenrt e, al Actuant of M Electromechanical of the future 'all-electric' aircraft. tu Design and Development of Multi-Lane Smart Electromechanical Actuators describes aEnledc tarisc aaln a nAdss Eolceiacttero npirco fEensgsoinre teor itnhge orslti- dcaepsaigbnil ictyo ntoc edprtivse i nt heele acetrroomdyencahmanici caanl da cintuearttoiarls lobay dcso onfs iadne rainilge raonn accotnutarotol rs tuhrafat chea ss imthiela r DFuekpuai,r tJmapeannt, iann tdh eth Ue nUivneirvseitrys itoyf of Lan Actuators to that of the Sea Harrier. It provides the necessary theoretical background to design smart Nottingham (Malaysia Campus). e His main research interests are multi-lane electromechanical actuation systems, and provides a general methodology that development of high integrity engineers (electrical, mechanical, mechatronic, aerospace or chemical) will find useful. systems and robotics. A n Fawaz Yahya Annaz n a z The Institution of Engineering and Technology www.theiet.org 978-1-84919-655-0 Design and Development of Multi-Lane Smart Electromechanical Actuators.indd 1 16/04/2014 11:06:16 IETCONTROL ENGINEERING SERIES 93 Design and Development of Multi-Lane Smart Electromechanical Actuators Othervolumesinthisseries: Volume8 Ahistoryofcontrolengineering,1800–1930S.Bennett Volume18 Appliedcontroltheory,2ndeditionJ.R.Leigh Volume20 DesignofmoderncontrolsystemsD.J.Bell,P.A.CookandN.Munro(Editors) Volume28 RobotsandautomatedmanufactureJ.Billingsley(Editor) Volume33 TemperaturemeasurementandcontrolJ.R.Leigh Volume34 SingularperturbationmethodologyincontrolsystemsD.S.Naidu Volume35 Implementationofself-tuningcontrollersK.Warwick(Editor) Volume37 Industrialdigitalcontrolsystems,2ndeditionK.WarwickandD.Rees(Editors) Volume39 ContinuoustimecontrollerdesignR.Balasubramanian Volume40 DeterministiccontrolofuncertainsystemsA.S.I.Zinober(Editor) Volume41 Computercontrolofreal-timeprocessesS.BennettandG.S.Virk(Editors) Volume42 Digitalsignalprocessing:principles,devicesandapplicationsN.B.Jonesand J.D.McK.Watson(Editors) Volume44 Knowledge-basedsystemsforindustrialcontrolJ.McGhee,M.J.Grimbleand A.Mowforth(Editors) Volume47 Ahistoryofcontrolengineering,1930–1956S.Bennett Volume49 PolynomialmethodsinoptimalcontrolandfilteringK.J.Hunt(Editor) Volume50 ProgrammingindustrialcontrolsystemsusingIEC1131-3R.W.Lewis Volume51 AdvancedroboticsandintelligentmachinesJ.O.GrayandD.G.Caldwell(Editors) Volume52 AdaptivepredictionandpredictivecontrolP.P.Kanjilal Volume53 NeuralnetworkapplicationsincontrolG.W.Irwin,K.WarwickandK.J.Hunt(Editors) Volume54 Controlengineeringsolutions:apracticalapproachP.Albertos,R.StrietzelandN.Mort (Editors) Volume55 GeneticalgorithmsinengineeringsystemsA.M.S.ZalzalaandP.J.Fleming(Editors) Volume56 SymbolicmethodsincontrolsystemanalysisanddesignN.Munro(Editor) Volume57 FlightcontrolsystemsR.W.Pratt(Editor) Volume58 Power-plantcontrolandinstrumentation:thecontrolofboilersandHRSGsystems D.Lindsley Volume59 ModellingcontrolsystemsusingIEC61499R.Lewis Volume60 Peopleincontrol:humanfactorsincontrolroomdesignJ.NoyesandM.Bransby (Editors) Volume61 Nonlinearpredictivecontrol:theoryandpracticeB.KouvaritakisandM.Cannon(Editors) Volume62 ActivesoundandvibrationcontrolM.O.TokhiandS.M.Veres Volume63 Steppingmotors,4theditionP.P.Acarnley Volume65 ModellingandparameterestimationofdynamicsystemsJ.R.Raol,G.GirijaandJ.Singh Volume66 Variablestructuresystems:fromprinciplestoimplementationA.Sabanovic, L.FridmanandS.Spurgeon(Editors) Volume67 Motionvision:designofcompactmotionsensingsolutionforautonomoussystems J.KolodkoandL.Vlacic Volume68 Flexiblerobotmanipulators:modelling,simulationandcontrolM.O.Tokhiand A.K.M.Azad(Editors) Volume69 AdvancesinunmannedmarinevehiclesG.RobertsandR.Sutton(Editors) Volume70 IntelligentcontrolsystemsusingcomputationalintelligencetechniquesA.Ruano (Editor) Volume71 AdvancesincognitivesystemsS.NeftiandJ.Gray(Editors) Volume72 Controltheory:aguidedtour,3rdeditionJ.R.Leigh Volume73 AdaptivesamplingwithmobileWSNK.Sreenath,M.F.Mysorewala,D.O.Popaand F.L.Lewis Volume74 Eigenstructurecontrolalgorithms:applicationstoaircraft/rotorcrafthandling qualitiesdesignS.Srinathkumar Volume75 AdvancedcontrolforconstrainedprocessesandsystemsF.Garelli,R.J.Mantzand H.DeBattista Volume76 DevelopmentsincontroltheorytowardsglocalcontrolL.Qiu,J.Chen,T.Iwasakiand H.Fujioka(Editors) Volume77 FurtheradvancesinunmannedmarinevehiclesG.N.RobertsandR.Sutton(Editors) Volume78 Frequency-domaincontroldesignforhigh-performancesystemsJ.O’Brien Volume81 Optimaladaptivecontrolanddifferentialgamesbyreinforcementlearning principlesD.Vrabie,K.VamvoudakisandF.Lewis Volume84 NonlinearandadaptivecontrolsystemsZ.Ding Volume88 DistributedcontrolandfilteringforindustrialsystemsM.Mahmoud Volume89 Control-basedoperatingsystemdesignA.Leva,M.Maggio,A.V.Papadopoulosand F.Terraneo Volume90 Applicationofdimensionalanalysisinsystemsmodellingandcontroldesign P.Balaguer Volume91 AnintroductiontofractionalcontrolD.Vale´rioandJ.Costa Volume92 HandbookofvehiclesuspensioncontrolsystemsH.Liu,H.GaoandP.Li Design and Development of Multi-Lane Smart Electromechanical Actuators Fawaz Yahya Annaz The Institution ofEngineeringand Technology PublishedbyTheInstitutionofEngineeringandTechnology,London,UnitedKingdom TheInstitutionofEngineeringandTechnologyisregisteredasaCharityin England&Wales(no.211014)andScotland(no.SC038698). †TheInstitutionofEngineeringandTechnology2014 Firstpublished2014 ThispublicationiscopyrightundertheBerneConventionandtheUniversalCopyright Convention.Allrightsreserved.Apartfromanyfairdealingforthepurposesofresearch orprivatestudy,orcriticismorreview,aspermittedundertheCopyright,Designsand PatentsAct1988,thispublicationmaybereproduced,storedortransmitted,inany formorbyanymeans,onlywiththepriorpermissioninwritingofthepublishers,orin thecaseofreprographicreproductioninaccordancewiththetermsoflicencesissued bytheCopyrightLicensingAgency.Enquiriesconcerningreproductionoutsidethose termsshouldbesenttothepublisherattheundermentionedaddress: TheInstitutionofEngineeringandTechnology MichaelFaradayHouse SixHillsWay,Stevenage Herts,SG12AY,UnitedKingdom www.theiet.org Whiletheauthorandpublisherbelievethattheinformationandguidancegiveninthis workarecorrect,allpartiesmustrelyupontheirownskillandjudgementwhenmaking useofthem.Neithertheauthornorpublisherassumesanyliabilitytoanyoneforany lossordamagecausedbyanyerrororomissioninthework,whethersuchanerroror omissionistheresultofnegligenceoranyothercause.Anyandallsuchliabilityis disclaimed. Themoralrightsoftheauthortobeidentifiedasauthorofthisworkhavebeen assertedbyhiminaccordancewiththeCopyright,DesignsandPatentsAct1988. BritishLibraryCataloguinginPublicationData AcataloguerecordforthisproductisavailablefromtheBritishLibrary ISBN978-1-84919-655-0(hardback) ISBN978-1-84919-656-7(PDF) TypesetinIndiabyMPSLimited PrintedintheUKbyCPIGroup(UK)Ltd,Croydon Contents 1 Introduction 1 2 Relevantdevelopments 5 2.1 The all-electric aircraft concept 5 2.2 Electromechanical actuator development 7 2.3 Electromagnetically summed actuators 9 2.4 Electrohydraulic actuators 9 2.5 The book approach 13 3 Modelling the brushlessdcmotor 15 3.1 The lumped mathematical model 17 3.1.1 Elementary magnetics 17 3.1.2 Commutation and the back emf waveform 18 3.1.3 Model development 22 3.2 The three-phase mathematical model 25 3.2.1 Windings configuration 25 3.2.2 The equivalent circuit 26 3.2.3 The commutation states 27 3.2.4 The delta node closed model 30 3.2.5 The electronic drives 31 3.2.6 The transient response 32 4 Control design 35 4.1 The lumped model 35 4.1.1 Unity feedback system 35 4.1.2 Ground test 37 4.2 Initial design 38 4.2.1 Fourmotors driving owninertia (without gearbox) 38 4.2.2 Motorsdriving inertial load via gearbox 39 4.2.3 Actuator driving inertial and aerodynamic loads via gearbox 39 4.2.4 Inclusion of velocity feedback 40 4.2.5 The integral controller 41 4.3 Design modification 42 4.4 Advanced design stage 44 4.5 The loads model 48 vi Design anddevelopment of multi-lane smartelectromechanical actuators 4.5.1 Inertial load contribution 48 4.5.2 The aerodynamic loading 49 4.5.3 Mathematical model equations 51 4.5.4 Simulated load torques 52 4.6 Gearbox ratio selection 53 5 Architecture consolidation 55 5.1 Architecture consolidation 55 5.1.1 Velocity summing 56 5.1.2 Torque summing (torque-torque summing) 56 5.1.3 Combined summing 57 5.2 Fault detection and fault isolation (FDI)system 57 5.2.1 FDIsystem requirementsin the multi-lane actuator 58 5.2.2 The monitoring voting averagingdevice (MVADs) 58 5.3 Architecture consolidation 60 5.3.1 Velocity summing architecture 60 5.3.2 Torque summing architecture 62 5.3.3 Initial simulation results 62 5.4 Mismatch between lanes 65 5.5 Asimulation-graphical Monte Carlo thresholds setting method 65 5.5.1 Advantages over other methods 66 5.5.2 Description of the simulation graphical Monte Carlo (SGMC)method 67 5.5.3 Samplesize and confidence 69 6 Hardware cross monitoring 71 6.1 Peak lane disparities 71 6.2 Scheduled threshold setting, STS –failure transients and aircraft response 73 6.3 Unscheduled thresholdsetting (UTS) –a simulation graphical Monte Carlo (SGMC)approach 76 7 Digital cross monitoring 81 7.1 Hardware crossmonitoring 81 7.1.1 Unscheduled threshold settings (UTS) 82 7.1.2 Failure transients and aircraft response 84 7.2 Digital crossmonitoring (DCM) 85 7.2.1 Unscheduled threshold setting 86 7.2.2 Failure transients 89 7.2.3 Hardware versus digital crossmonitoring 93 Appendix1 Hardware cross monitoring 95 Appendix2 Digital cross monitoring 105 References 109 Index 113 Chapter 1 Introduction Early aircraft controls were totally manually operated, that is, the forces required tomovecontrolsurfacesweregeneratedbythepilotandweretransmittedbycables androds.Asaerodynamicsandairframetechnologydevelopedandspeedsincreased, theforcesrequiredtomovecontrolsurfacesincreased,asdidthenumberofsurfaces. Thus,toprovidetheextrapowerrequired,hydraulictechnologywasintroduced.The pilot’smanualinputswereusedtocontroltheflowofhydraulicfluidtocylindersthat subsequentlymovedthesurfaces. With further developments in aerodynamic and airframe technology and the arrivalofairbornecomputerscametheneedforstabilityandcontrolaugmentation, which led to further developments in electrohydraulic actuation systems. In these systems, the pilot utilises flight control computers to electrically control hydraulic valves that in turn control the fluid flow. The control authority of computers was initially maintained well below that of the pilot to permit overcoming erroneous control inputs. Today, with the advent of statically unstable aircraft, pilots are only able to control their aircraft with the assistance of complex and fast flight computers. This has led to the fly-by-wire concept, where the flight control surface hydraulic actuatorsarecontrolledentirely byelectrical inputs.Here,thepilotinputissensed electrically andthemechanicalcontrolsystemiseliminated(i.e.rodsorcablesare eliminated). Theunavoidableelementinthedevelopmentofflightcontrolsystems(todate) has been in hydraulic actuators. This has been the case primarily because of their provenreliabilityandthelackofalternativetechnologies.However,thetechnology to build electromechanically actuated primary flight control systems is now avail- able. Motors developing the required power at the required frequencies are now available with the use of high-energy permanent magnetic materials and compact high-speed electronic circuits. Therefore, development of this technology may mark the end of the hydraulic actuation systems, which are the last major non- electricalelementsinthemodern-dayaircraft.Thisisconsideredtobeanimportant step for the development of the future ‘all-electric’ aircraft. The purpose of the ‘all-electric’aircraftconceptistheconsolidationofallsecondarypowersystemsinto electricpower.Byeliminatingthehydraulicandpneumaticsecondarypowersystems, theaircraftbenefitsfromimprovedmaintainabilityandreliability,reducedlifecycle costs,improvedflightreadinessandefficientenergyuse. 2 Design and development of multi-lane smartelectromechanical actuators In recent years there has been much interest in the ‘all-electric’ aircraft, and itssupportershaveemphasisedtheseriousconsequencesofhydraulicfluidlosson the aircraft safety. Furthermore, they highlighted the weight and space dis- advantage of a centralised hydraulic power distribution system, especially when therearelargedistancesbetweentheprimarypowersourceandtheactuators.Most expertsagreethatelectricsurfaceactuationsystemswillonlyshowaweight-saving advantage if the hydraulic system is removed completely from the aircraft. There is, therefore, a strong case for the study of all-electric power actuators, their per- formance and integrity. An enabling technology that took place in parallel with these developments was the development of brushless dc motors, which are relatively recent additions to electrical drives. The concept of brushless dc motors was first developed in 1964 by the National Aeronautics and Space Administration (NASA). The term ‘brushless’isusedtoindicatethatthemotoriselectronicallycommutatedbysensing the rotor position, eliminating the brushes and commutators with the potentially dangeroussparkingthatisassociatedwithconventionaldcmotors. Although, these types of motors were introduced in the early sixties, only recent developments in solid-state devices (for rotor position sensing and control- ling armature input power) and rare earth magnetic materials have contributed to theiravailabilityandwidespreaduse,bothforaerospace andgroundapplications. The need for the development of brushless dc motors was urged by some for the advantagestheyenjoyoverthebrush-typemotors.However,itmustbeemphasised that brushless dc motors will not totally replace the brush-type motors, since each type hasits place in the range of motor applications. Traditionally more than a channel of operation has been used to meet the stringent integrity requirements for aircraft control surface actuators. In fact, air- craft with powered flying controls would be fitted with at least two independent hydraulic power supplies driving a tandem hydraulic ram. Fly-by-wiresystemsposemoredifficultproblemssincetheymustbedesigned forfailure-survival,thuscorrespondingdesignsofsurfaceactuatorsarecommonly foundtohaveuptofourlanesofparallel ‘firststage’hydraulicactuation drivinga duplicated or triplicated hydraulic second ‘power stage’. Although electric power actuation is commonly used for slow-acting aircraft controls such as trim motors, flaps and slats, so far it has found almost no appli- cation,exceptindemonstratoraircraft,fordrivingprimaryaircraftcontrolsbecause ofthespeedofoperationrequired.However,hydrauliccontrolshavetheadvantage of high power to weight ratio, thus they can easily achieve high speeds, and are commonly usedin fast acting aircraft controls. Actuator manufacturers currently hold the opinion that purely electric power actuators will eventually be developed to replace electrohydraulic actuators in the next few decades. To make this possible, there is a need to advance various essential areas of technology, including: power electronics, motor technology, thermal design, gearbox design, layout or architecture, control systems, failure monitoring and detection techniques, reliability and integrity. Introduction 3 This book describes design concepts in electromechanical actuators by con- sideringanactuatorwithfourlanesofactuationthathasthecapabilitytodrivethe aerodynamic and inertial loads of an aileron control surface similar to that of the SeaHarrier,withtwolanesfailed.Eachlaneofthemulti-channelactuatorcontains its own dedicated microprocessor/s to perform control and comprehensive mon- itoring tasks. The mathematical models of the actuator (in its lumped and three- phase representations) and the acting loads will be derived from first principles. Furthermore, failure development, detection and isolation methods that are gen- erally applicable to multi-lane electric surface actuators will also be explained. The overall design has to meet both local actuator and global aircraft system performance requirements. Actuator requirements include: identify the control surface and the loads over the full flight envelope; maximum rotary output; mini- mum output rate; operation bandwidth; first nuisance disconnect probability; minimumdampingofpositionservo;failuretransientsenvelopes(whichwillaffect theaircraft response).Theaircraft systemconditionsthatmustbemetinclude: the controlsurfacegeometry,aircraftspeedrange,maximumaileronauthoritylimitsat different aircraft speeds, maximum aircraft manoeuvre; maximum allowable bank angle and roll rate following first (and any other permitted following) failures. Thestructureinwhichthedesignwillbepresentedishighlightednext,starting withChapter2whererelevanttechnologies(tomulti-laneelectricactuators)willbe presented. Chapter 3 will present and verify basic equivalent circuits for the brushless dc motor. Chapter4willpresentcontrolsystemdesignsteps,withtheloadmathematical modelling across a defined flight envelope. Alternative methods of output consolidation with associated monitoring methodswillbepresentedfirstinChapter5.ASimulation GraphicalMonteCarlo (SGMC) method is then presented to set the thresholds on the Monitoring-Voting Devices (MVDs) within the Fault Detection and Isolation (FDI) System. The generalmethodologyofitsimplementationtoscheduledandunscheduledthreshold settings will be presented. Chapter 6 will present hardware cross monitoring in torque and velocity summing architectures, byconsidering lumped servomodels. Chapter7willpresentbothhardwareanddigitalcrossmonitoringtothetorque summed architecture by considering three-phase servo models and lumped digital models. Chapters 6 and 7 will present statistical variations in lane disparities for potentiometers, tachometers and motor currents. These are inherent random dis- parities due to random internal variations in the motor parameters and feedback signalsfromfeedbackdevices,whichwereproducedfromsamplesof1500testsfor different aileron deflections and duringdifferent flight cases. Appendix 1 lists simulation tests (from Chapter 6) in hardware cross monitoring. Appendix2listssimulationtests(fromChapter7)indigital crossmonitoring.

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The unavoidable element in the development of flight control systems (to date) has been in hydraulic actuators. This has been the case primarily because of their proven reliability and the lack of alternative technologies. However, the technology to build electromechanically actuated primary flight
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