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Abstract
In this paper an adaptive control is developed, based on an estimation of the disturbing torque transmitted inside the dead zone of
an electromechanical system. Disturbing backlash torque is modelled by a continuous and derivable mathematical function
describing an opposite of sigmoid function. Then, nonlinear observer of dead zone amplitude is synthesized. Simulation and
experimental tests applied to an electromechanical actuator are given to support the theoretical demonstrations.
r 2004 Elsevier Ltd. All rights reserved.
Keywords: Backlash effects; Disturbing torque; Electromechanical actuator; Dead zone; Adaptive control
0967-0661/$ - see front matter r 2004 Elsevier Ltd. All rights reserved.
doi:10.1016/j.conengprac.2004.10.016
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974 R. Merzouki, J.C. Cadiou / Control Engineering Practice 13 (2005) 973983
Some work has already been carried out on compar- In the second category we nd the works of
able systems. This work can be arranged in three Stepanenko and Sankar (1986) which is based on studies
main categories: those where the main interest is the in relations with the model containing a shock absorber
control of similar systems, those specialized rather in the with impacts. Bapat, Popplewell, and Mclachlan (1983);
dynamic analysis of the system and those where the Popplewell, Bapat, and McLachlan (1983); Li, Rand,
development is mainly dedicated to the simulation of and Moon (1990); Shaw and Shaw (1989) and Shaw and
such systems. Rand (1989) studied the dynamic response of a rigid
For the rst category, the main idea is to conceive body in collisions. They showed the existence of
strategies of control improving the performance of complexes dynamics including various types of periodic
systems subject to shocks with its workspace or to use trajectories and chaos. Pfeiffer and Glocker (1996)
characteristic collisions in order to use them for the carried out a detailed analysis of a rigid body model.
control. The second category studies the dynamic In the third category, the work of Thompson and
equations representing the phenomenon of impact. For Ghaffari (1982) could be also classied.
the third category, the main idea is to study the In this paper, the study presented is based on the
numerical algorithms in order to integrate the systems adaptive compensation of the backlash effect in an
subjected to unilateral constraints. electromechanical actuator, rich in mechanical imper-
In the rst category, we nd mainly work from Tao fections like backlash, viscous friction and elasticity on
and Kokotovic(1993,1995a,b), where they modelled the transmission links. To do so, we propose a mathematical
backlash like a function of hysteresis between the input model of backlash Merzouki, Cadiou, and MSirdi
and output positions of the system. In the latter, (2000, 2004), continuous and derivable. The backlash
collision effects are not considered. The control pro- model describes a null torque inside a dead zone with an
posed consists of a discontinuous signal which remains estimated amplitude and shows a pseudo linearity of the
in contact with the different parts of the system transmitted torque according to the position, outside the
displaying backlash. This idealized system is possible dead zone. This modeling will enable us to establish an
only for systems without inertia. The selected model estimation of disturbing torque after observing the
eliminates all the nonlinear effects produced by colli- dead zone amplitude. The electromechanical system will
sions. Brandenburg and Schafer (1988) studied the thus be controlled due to an adaptive control containing
inuence of the partial compensation of simultaneously two closed loops of PD controller in more of the
acting backlash and Coulomb friction in a two-mass disturbing torque estimator. This work could be located
system. In Azenha and Tenreiro Machado (1996), the in the rst category where smooth collision effects are
authors studied the control of a system with dynamic considered.
backlash. In the model proposed, the effect of the This paper is divided into six sections including the
impact of the gears on their dynamics is taken as a introduction, followed by a description of the electro-
disturbance. Only a numerical simulation is given in this mechanical test bench. Section 3 describes the backlash
work. In the case of Indri and Tornabe (1997), the modeling and Section 4 presents the developed estimator
authors consider the gears with backlash and elasticity for the disturbing backlash torque and the dead
in the articulations. In order to control the system they zone amplitude observer with the proposed adaptive
propose, they studied the behavior of two gears when a control. Sections 5 and 6 present consecutively
PD controller is applied. The properties of the solutions simulation and experimental results, and a comparison
in a closed loop are obtained and the stability of the is given in Section 7. Finally, the conclusion is given in
strategy is proven. A system with completely inelastic Section 8.
impacts is studied by Chalhoub and Zhang (1996). The
technique of control consists in accelerating the con-
trolled gears to decrease the period of disengagement 2. Description of the test bench
when the second gears are not controllable. An
experimental validation is given on a exible beam. The test bench presented in Fig. 1 represents an
Yeh et al. proposed a model compliant to describe the electromechanical system made up of a motor reducer
backlash phenomenon from where an adaptive non- involving an external load. The motor part is controlled
linear controller is designed and a semi-global stability is by a DC motor delivering a relatively important mass
given. Also, among control solutions, we may quote the torque. On the reducer part, the reduction constant is
work of Recker, Kokotovic, Rhode, and Winkelman about 41 in the input and 13 at the output. The test bench is
(1991), where they worked on the adaptive control of made up of mechanical imperfections a mixture of
system with backlash. The idea was to propose an friction, backlash and elasticity. The advantage of this
inverse model of the backlash and to include it in the reducer is that one can vary the amplitudes of the
control scheme in order to dene the desired transmitted mechanical imperfections. Coulomb friction is repre-
torque to mitigate the backlash effect. sented by a contact of different materials with various
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3. Backlash modeling
Electrical Dead Zone
Actuator Mechanism
In this section, a description of a backlash motion is
presented. The known backlash torque model is non-
continuous and nonderivable for Figs. 3 and 4b,
Input transmitted via a dead zone and a exible link of the
Output
mechanical system as in Fig. 4a. In this model, coupling
is null inside the dead and linear outside this zone. The
choice of this model causes a problem during the control
around the noncontinuous areas.
The backlash mechanism could be described as in Fig.
4a. The body1 tries to transmit motion to body2 via a
dead zone of amplitude 2:j 0 : The transmission will be
correct when the two bodies are in contact, in this case
the two positions are identical. Out of the contact, the
transmission will be delayed with the presence of the
dead zone where the relation between the bodies
Incremental positions describes a hysteresis behavior.
Encoders Reducer Part In order to do this, smooth and continuous model of
transmitted torque is proposed, and is given in Fig. 5.
Fig. 1. Test bench. This latter includes a sigmoid function expressed as
1 eg:z
C K z 4j 0 ; (1)
1 eg:z
where C is the approximate transmitted torque, z denes
Motorr
Moto e the difference of positions between the input and output
of the reducer part, K represents the constant of rigidity,
j 0 is the dead zone amplitude and g is a constant.
We can decompose the last expression of the
s
transmitted torque C to two parts as follows:
Load
C C0 w (2)
e
Fig. 2. Electromechanical system including mechanical inperfections. Motor
Load s
rigidities. Viscous friction depends on the viscosity of
the lubricant contained between surfaces in contact,
while the backlash is represented by two independent
mechanical parts, whose transmission is carried out via a Fig. 3. Transmitted torque via dead zone and exible links in a motor
dead zone varying between 01and 241. A spring system is reducer system.
placed between the two mechanical parts in order to
make smooth the transmission.
On this test bench, we can measure the input and the Body 1 C
output positions of the reducer axis by using two
incremental encoders as in Fig. 1.
We can describe the three mechanical imperfections velocity j position
0 Z
contained in the test bench by Fig. 2, where the relative Body 2
position of the load will depend on friction between the 2j0
(a) (b)
gears in contact, as well as exible transmission through
a dead zone. Fig. 4. (a) Backlash mechanism, (b) Non continuous backlash model.
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976 R. Merzouki, J.C. Cadiou / Control Engineering Practice 13 (2005) 973983
C 0 Kz (3) J s y s f s y_ s KN 0 ye KN 20 ys N 0 w;
and w is the disturbing and nonlinear transmitted torque J m y e f y_ e U Kye KN 0 ys w:
m 7
as expressed by Let us put
g:z
1e
w 4Kj 0 ; es ys yds ;
1 eg:z
dj 0 ee ye yde ;
0: 4 z Kye KN 0 ys ;
dt
Since the real backlash amplitude j 0 is equal to a e z z zd ;
constant, its variation is reduced to zero. w~ w w;^ 8
The representation of w depends on the value of the
where yds and yde are successively the desired output and
constant g which depends on the amplitude j 0 : To show
input reducer positions with N 0 represents the reducer
this, it can be observed that expression (4) corresponds
constant. z is the difference between the input and
to the best approximation of the transmitted torque to
output positions and zd denotes its desired value. w^ is
its noncontinuous conguration as shown in Fig. 5.
the estimated disturbing torque with w~ its estimation
From the simulation and experimental tests, we
obtained the best decreasing of w inside j 0 ; j 0 after error.
supposing Therefore, the system (7) could be expressed as
follows:
1
g
2j 0
: (5) J s y s f s y_ s KN 0 ye KN 20 ys N 0 w;
4. Adaptive control of the electromechanical actuator The control of the electromechanical actuator de-
scribed in Section 2 is dened by the following steps:
In this section, a mathematical model of the electro- linearization of the output reducer part equation;
mechanical actuator is given, including the motor and linearization of the input reducer part equation;
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R. Merzouki, J.C. Cadiou / Control Engineering Practice 13 (2005) 973983 977
adaptive compensation of the disturbing backlash So, the second equation of system (9) will become
torque using its corresponding estimation with the
Jm f
backlash amplitude observer. z m z_ J m N 0 J s N 1
0 ys
K K
The control diagram of the adaptive control is given in f m N 0 f s N 1 _
0 ys U: 14
Fig. 6.
This control diagram is represented by two closed Thus, we dene a control law U for the global system
loops. The rst is based on a PD controller, which expressed as follows:
deduces the desired input position of the reducer. The
Jm d f
second, based also on a PD controller, is joined the U z m z_d
K K
estimator of the disturbing torque in order to deduce the
d d
control signal. J m N 0 J s N 1 1 _
0 ys f m N 0 f s N 0 ys ; 15
k1 ez K D1 e_e K P1 ee u; 16
4.2.1. Linearization of the output reducer part equation where K P1 and K D1 are the PD controller constants C 1
In order to linearize the rst equation of system (9), of Fig. 6.
we replace the z and w values by their estimated values. The desired input yde represents the output PD con-
So the following equation is obtained: troller C 2 of Fig. 6, dened as follows:
expression:
0 N 0 0
C K P1 ; E ;
1 eg:z K P1 N 0 k1 1
w^ 4K^|0 ; K
1 eg:z
d^|0 es e_ s es
k2 ; 19 ; _ ; :
dt ez e_z ez
where K and g are supposed to be known, k2 The control law dened by u is chosen as follows:
k21 k22 40 a constant vector and T es ez : The
Eu E w~ Hs (24)
expression k2 in the observer represents a correction
of the position error. then we dene the Qs a matrix function, by the
following equation:
Fig. 7. Desired and real output signals before and after compensation. Fig. 10. Desired and real input signals before and after compensation.
Fig. 8. Output position error signals before and after compensation. Fig. 11. Input position error signals before and after compensation.
Fig. 9. Output velocity signals before and after compensation. Fig. 12. Input velocity signals before and after compensation.
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Table 2
Experimental model characteristics
K P1 1 N0 3
K P2 10 j 0 0:16
K D1 0.01 K1
K D2 10
k1 1
k21 0.01
k22 0.5
6. Experimental results
8. Conclusion
Fig. 17. Control signal before and after adaptive compensation. References
robotics actuators. Journal of Dynamic Systems, Measurement and Tao, G., & Kokotovic, P. V. (1995b). Contiuous-time adaptive control
Control, 108, 916. of systems with unknown backlash. IEEE Transactions on
Tao, G., & Kokotovic, P. V. (1993). Adaptive control of systems with Automatic Control, 40(2), 10831087.
backlash. Automatica, 29(2), 323335. Thompson, J. M. T., & Ghaffari, R. (1982). Chaos after period-
Tao, G., & Kokotovic, P. V. (1995a). Adaptive control of plants with doubling bifurcations in the resonance of an impact oscillator.
unknown hysteresis. IEEE Transactions on Automatic Control, Physical Letters, 91A(1), 58.
40(2), 200212.