Beruflich Dokumente
Kultur Dokumente
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Hydraulic Drive Control
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Requirements
Hardware: SG4
1. INTRODUCTION 5
1.1 Objectives 6
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1.2 A hydraulic task 7
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2. BASICS 9
2.1 Basic laws of hydrostatics 9
2.2 Hydrostatic pressure: The effects of gravity 10
2.3 Flowing fluids 11
2.4 Comparison between electrical engineering and
hydraulics 14
3.1 Tank
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3. HYDRAULIC DRIVE SYSTEM STRUCTURE
6. AXIS COUPLINGS 55
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7. SAFETY 58
7.1 Safety concept 58
7.2 Limitations and prohibited operating areas 59
8. SUMMARY 62
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9. APPENDIX 63
9.1 Solution guide 63
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9.2 Commissioning 75
9.3 Controller settings 76
9.4 Controller optimization 77
9.5 Further literature 78
9.6 Overview of AsHydCon library function blocks 79
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1. INTRODUCTION
Hydraulics involve the transfer of energy and signals using fluids. In this
training module, we will be taking a closer look at hydraulic drive
technology, with a special emphasis on the area of hydrostatic drive
technology.
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This generally involves creating mechanical movements. The hydraulic
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system almost always has the job of a gearbox, because it uses the power
of a motor (electro or diesel motor) and converts it to a mechanical
movement of a hydraulic actuator (cylinder or hydro motor), see also
Figure 1.
Hydraulic system
Mechanical Mechanical
energy
(motor)
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Hydraulic energy (fluid)
energy
(piston rod)
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Figure 1: Hydraulic drive system structure
We will then introduce the basics and main concept of hydraulic drive
closed loop control and the use of the software tools provided in the B&R
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AsHydCon library.
This information will be used to solve the task presented at the beginning
step by step.
1.1 Objectives
The goal of this training module is to impart a fundamental understanding
of the interrelationships in hydraulics, to learn about hydraulic tasks, also
with the use of circuit diagrams, and to evaluate and to solve hydraulic
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closed loop control tasks with the help of the B&R hydraulics library,
AsHydCon.
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You will get to know the basic (linear and non-linear) closed loop control
methods for hydraulic drives and how these are appropriately implemented
using Automation Studio and the AsHydCon function blocks.
Another main goal of this training module is the selection of the right
hardware for the respective application.
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All of this knowledge will be discussed and applied in a practical task, so
that at the end of the training module you will be able to solve the tasks
presented as well as similar standard hydraulic applications and will have
the knowledge needed to work out more advanced tasks on your own.
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Figure 2 Overview
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hydraulic cylinder(s). The closed-loop control task is to control a
hydraulically-driven axis in such a manner so that it follows a position
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setting.
For many applications however, this just isn't sufficient. The ability to
generate a precisely-defined force with the hydraulically-driven axis is still
desired. Force control mode and the ability to switch between these two
operating modes without jolt is needed to do this.
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the other include all types of presses, as well as closing mechanisms such
as those in injection molding machines. Figure 3 shows a photo of a
granulate molding press.
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Task definition:
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with the hydraulic diagram shown in Figure 4 so that the cylinder piston
follows a cyclic movement profile between two freely definable end
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positions. When doing this, be sure to achieve the highest possible level
of control quality by integrating additional measurement signals.
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2. BASICS
The aim for hydraulic systems, as covered in this training module, is to
utilize the laws of hydraulics (more specifically, hydrostatics) to implement
a desired function.
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This is why we will be discussing some of the fundamental interrelations of
hydraulics in the following section.
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2.1 Basic laws of hydrostatics
The basic law of hydrostatics assumes an ideal massless, frictionless and
incompressible fluid. Pascal's Principle is valid for such fluids:
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within a fluid. The amount of pressure in the fluid is equal to the load
force, based on its effective surface. The pressure is always applied
vertically to the contact surface of the container.
s2
s1
p
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F1 F2
p= =
A1 A2
These are now the measurement units used for the pressure p , which is
now almost the same throughout the container:
1 Pa (Pascal) 1 mN2
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1 bar 105 N
m2
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1 psi (pound per
0.0703 bar = 7030 Pa
square inch)
kp
1 0.981 bar
cm 2
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The lever law of hydrostatics follows from this interrelation, which states
that a small amount of force F1 can be used to generate a large amount of
force F2 , if the surface A2 is inversely proportionally larger than the surface
A1 .
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2.2 Hydrostatic pressure: The effects of gravity
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∆h
∆ p = ρ g ∆h .
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Here g = 9.81 indicates gravitational acceleration.
s2
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2.3 Flowing fluids
In a stationary fluid, the pressure increases with depth. Points at the same
depth have the same pressure.
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However, a drop in pressure occurs when fluid flows through a pipe.
Similar to electrical engineering, by which an electrical current I causes a
drop in voltage ∆U on an electrical resistance R , as represented by the
following equation
∆U = R ⋅ I ,
in hydraulics, a flowing fluid leads to a pressure drop along the flow, see
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Figure 7.
∆U=U1-U2 ∆p=p1-p2
I Q
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p1 p2
U1 R U2
Pipe wall
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v
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p1 Q DH p2
∆p = RH Q.
v⋅D⋅ρ
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Re = > 2300,
η
with the dynamic viscosity of the fluid η , the fluid speed v and the
hydraulic diameter DH (see Figure 8), then the laminar pipe flow changes
to turbulent pipe flow. In this case, the relationship between the flow rate
and pressure drop is squared, whereby the following equation applies:
∆p
∆p = K H Q 2 or Q=
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KH
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principle. For an orifice holds
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∆p
∆p = K H Q 2 or Q=
KH
p1
Orifice
Q ep
Pipe wall
p2
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Figure 9: Flow through an orifice
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Electrical Hydraulics
U [V ] p [bar ]
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Voltage Pressure
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Table 1: Comparison of electrical and hydraulic values
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job is to provide the hydraulic energy. Mechanical energy is
converted into hydraulic energy here.
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• Tank: With open hydraulic circulation, the working fluid flows
from a tank through the pump, to the actuators and back to the
tank via supply lines.
• Pipes, hoses: They transfer the hydraulic medium (hydraulic oil)
from the system pressure pump to the valves, to the actuators
and back to the tank.
• Valves: Used to control the flow of hydraulic fluid. There are
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different types of valves, such as switching valves (which have a
finite number of switching positions) and continuous valves
(which have an infinite number of switching positions and can
therefore be used for variable resistance).
Actuator: The actuator is either a hydraulic cylinder (linear motor)
or a (rotary) motor. In the actuator, a majority of the hydraulic
energy is converted back to mechanical energy.
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• Sensors: Position, pressure, flow rate and force sensors.
• Other components: Pressure relief valves (limits the pressure in
the hydraulic circuit to a definable value), filter (filters particles
from the pressure fluid), heat exchanger (cools the pressure fluid),
etc.
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The components listed here can also be found in the hydraulic diagram in
Figure 4.
In the following sections we will take a closer look at the most important
components of a hydraulic circuit.
3.1 Tank
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The two main types are hydraulic systems with closed circulation, in which
the flow returning from the actuator is fed right back into the pump, and
systems with open circulation.
With open circulation, the working fluid flows from a tank through the
pump, to the actuators and back to the tank via supply lines. The tank's
volume is measured in a way that results in a specific working fluid dwell
time in the tank for the defined flow rate of the pump. This dwell time is
used to
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protection against corrosion),
• dissipate heat via the tank surface if a separate cooler is not being
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used.
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for their respective application.
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Maximum speed, displacement volume Vs and maximum differential
pressure as well as efficiency are significant characteristics for a pump or
rotary motor. These characteristics are also decisive for the use of the
motor. Of course, the construction also plays a role in its application.
Q [ l min ]
Vs [ l U ] =
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n [U min ]
with the flow rate Q and the speed n . This value can be changed on axial
motors or pumps, but is a constant on fixed displacement pumps.
Variable displacement pumps are often used for both rotary pumps as well
as rotary motors in industrial applications. These are further subdivided
into wobble-plate, swash-plate and bent-axis machines. Of these variations,
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swash-plate machines have the most significance because they are highly
robust and can be manufactured inexpensively.
section from the connected line and push the fluid back out when moved to
the left. This is referred to as the pump's suction and pressure phase. The
stationary valve plate (5) switches the connected lines between suction and
pressure phase.
The swash-plate pump is the most common axial piston pump because it is
easy to adjust and is highly robust.
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Figure 12: Cross section of a swash-plate pump
Radial piston machines are also subject to the piston principle. In these
machines, the piston axis and drive axis are positioned perpendicular to
one another. The cylinders form a star shape around the drive axis.
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Other displacement principles are also used in pump and motor designs.
These include the gear principle (gear pumps/motors, annular gear
pump/motors, screw pumps) or the vane principle (vane pumps/motors,
rigid vane and rolling vane machines).
devices during pump operation. Inversely, the output speed and output
torque usually pulsate during motor operation. However, this effect is
reduced at higher speeds because of the effects of inertia.
Single-acting and double-acting cylinders are the two main types. Double-
acting cylinders can be either synchronizing cylinders (both piston areas
are the same) or differential cylinders (the piston areas are different).
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movement, in which higher forces can be generated due to the different
piston areas Apos and Aneg , see Figure 13. This is usually defined as the
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"positive" direction of movement. Therefore, the piston moves faster when
performing movements to the right.
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Apos Aneg
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A B
Valve fittings
Cylinders are often designed with end position damping. Keep in mind that
these damping elements are designed for cylinder delay without external
load. These types of damping cannot be used to decelerate moving loads.
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3.3 Valves
According to DIN/ISO 1219 valves are:
"… devices for the open or closed loop control of start, stop and direction
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as well as pressure or flow (flow rate) of the pressure medium delivered by
a hydraulic pump or stored in a container".
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Valves vary based on:
•
Determining direction ep
Valves can implement different functions depending on the combination of
• Blocking, etc.
3.3.1 Symbols
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(a) and (b) in the following Figure 14 indicate the basic symbols for a 2-way
switching valve and a 2-way proportional valve. A 4/2-way switching valve
is represented by (c) and a 4/3-way proportional valve by (d). The first
number indicates the number of connections. The second number specifies
the number of valve positions.
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Figure 15: Symbols for other valves:
(a) check valve, (b) pressure relief valve and (c) pressure reducing valve
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Switching valves are direction control valves with fixed switching positions
and therefore non-continuous elements.
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through the valve, are possible. Servo valves, which are used as
particularly high-speed actuators, always have a multi-stage design.
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The valve connections are labeled P for high pressure, T for low pressure
(tank), A and B for the lines to and from the actuator (i.e. to the pressure
chambers of a hydraulic cylinder). X indicates the connection for a control
pressure line. It is used here to provide the pressure needed for the
hydraulic piloting-stage in the valve, based on the nozzle-flapper principle.
Y indicates an leakage oil line, which is also usually connected to the tank.
Figure 17 is a detailed view of the control slider in a 4/3-way valve like the
one illustrated in Figure 16.
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T A P B T
Figure 17: 4/3-way longitudinal slide valve. Control slider set for negative direction
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QA QB
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System
pressure
pSys pT
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Qnom, A Qnom ,B
QA = y pSys − p A and QB = − y pB − pT
∆pnom ∆pnom
with the pressure drop on the valve ∆p and the flow rate on the
corresponding connection Q A or QB . The negative sign in QB means that
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the flow rate runs out of the chamber instead of into the chamber as
indicated in Figure 18. To adapt the flow rates of both connections A and B
to asymmetric actuators such as differential cylinders (see Figure 18),
valves are often designed with different nominal flow rates Qnom , A and Qnom ,B .
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Qnom, A = 85 l min and Qnom, B = 47 l min each for the connections A and B. The
characteristic curve is usually less steep in the area of lower input voltages,
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an area known as the micro-control range, and then goes into a steeper
part of the characteristic curve.
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Figure 19: Valve characteristic curve: excerpt from the data sheet of a 4/3-way proportional valve
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Check valves ensure that fluid can only flow in one direction. Its symbol is
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depicted in Figure 15(a).
For the valves that have been presented, choose the hydraulic circuits
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where you think the corresponding valve is used appropriately.
Every hydraulic system has a pressure lines for high pressure (code letter P
for 'pump') and for low pressure (code letter T for 'tank').
Servo-hydraulic systems also use separate control oil lines (code letter X)
to provide pressurizing medium to the hydraulic piloting stages. This
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measure can be compared with the separation of the signal and main
circuits in electronics.
3.5 Accumulators
Hydraulic accumulators serve as pressure reservoirs and act as dampers
for high frequency pressure shocks waves. Hydraulic accumulators are able
to receive a certain amount of fluid under pressure and release it back with
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minimal loss.
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In principle, the design involves a pressure-resistant housing, a gas filling
(usually nitrogen) and a dividing element between gas and pressure fluid.
Membrane, bladder and piston accumulators are common designs. Figure
20 shows the principle design of a bladder accumulator.
Pressure fluids have two properties that are significant for the regulation of
hydraulic systems: Compressibility and viscosity.
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1 ∂V
β =− ⋅ .
V0 ∂p
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1
E=
β
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The bulk modulus for conventional hydraulic oils is in the range of
E = 16000bar and is greatly decreased, particularly in the lower pressure
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range, when air bubbles are dissolved in the oil. The effective bulk modulus
for a hydraulic system depends on the pipe layout and on the use of hoses.
3.7 Sensors
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in thicker fluid (less capable of flowing).
The following are the most important sensors for a hydraulic positioning or
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The following sections will deal mostly with an SSI encoder because it is
the most commonly used encoder. Recommended Automation Studio
settings for such an encoder can be found in the appendix.
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sometimes using a digital display). However, these measurement devices
only provide information about the momentary mean pressure and are not
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suitable when pressure changes rapidly.
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pressure, which is amplified by a measurement amplifier.
Strain gauge pressure sensors: Strain gauges are attached to a
membrane. Deformation of the membrane under pressure causes
a change in resistance which is evaluated by a measuring bridge.
Piezo-resistive pressure sensors: These types of sensors are
highly compact. They work like strain gauge sensors, except for
the silicon membrane, which contains semiconductor material so
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that the strain gauge bridge is able to be implemented within the
membrane.
Load cells also function on the pressure sensor principles. However, they
are built in such a way so that the measurement signal represents force
instead of pressure.
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4.1 Pump-controlled system
In a pump-controlled system, the flow rate through an actuator is set
directly by adjusting a hydraulic generator (i.e. a pump). This allows the
pump-controlled system to operate without loss, without taking the loss of
efficiency caused by the components into consideration. The pump only
outputs as much energy as the motor actually consumes. A configuration
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like the one in Figure 21 can also be called a hydrostatic gear.
In the layout illustrated in Figure 21, the speed of the motor can generally
be reached by adjusting the pump or changing the pump speed. In
principle there are two possible designs:
•
•
Variable displacement pump driven by motor at constant speed,
Fixed displacement pump with speed-controlled drive motor.
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Compared to the valve controlled system described below, this results in
the following disadvantages of
costs,
• and the greater control time constant because the inertia of
rotational machines must be moved.
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orifice losses from the valve are conceptually used for control. Figure 22
shows a simplified circuit diagram for a valve controlled system. The system
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pressure ps is kept constant by the pressure-relief valve. The flow rates in
the hydraulic cylinder Q pos and Qneg are set by accordingly opening the
continuous valve.
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Figure 22: Simplified circuit diagram of a valve controlled system
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Note:
The labels Q pos and Qneg are based on the idea that Q pos is positive for a
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Some applications are able to combine the pump controlled system with the
valve controlled system in such a way that utilizes the benefits of both
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methods.
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• Piston area ratio of the hydraulic cylinder:
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Generally, the two surfaces of the hydraulic cylinder differ,
whereby different gain factors result in both directions of action.
• Valves:
Continuous valves (proportional or servo valves) represent
hydraulic resistances, which can be controlled by specifying the
valve voltage. However, the flow through the valve is dependent
on the pressure difference. This dependency is non-linear.
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Furthermore, the flow through the valve is also dependent on the
control voltage on the valve, even at constant pressure difference,
according to a valve characteristic curve (usually specified in the
data sheet).
• Hydraulic cylinder chambers:
The chambers filled with fluid in a double-acting hydraulic
cylinder act like (pre-stressed) springs on the hydraulic pistons.
The spring constant is greatly dependent on the piston position.
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The spring is very taut at the edge, however the piston position
for the softest hydraulic spring depends on the piston area ratios
of the pistons.
• Working fluid (hydraulic oil):
The viscosity of the oil depends greatly on the temperature.
Robustness must always be taken into consideration when
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Figure 23: Simulation model of a valve controlled hydraulic system
In the following section, we will use the package HydSim1, which primarily
models the layout illustrated in Figure 23. All relevant physical parameters
can be adjusted here so that they correspond to an existing industrial
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Use the documentation for the package HydSim1 to get familiar with its
functionality. Drag the task to a task class with the correct cycle time
and transfer the task to the CPU. Try to confirm some of the properties
described earlier, such as the non-linearities of the valve, by setting a
suitable valve voltage UValve in the simulation.
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5.1 Hardware configuration
The hardware concept for controlling B&R hydraulic drives is based on the
standard product palette instead of special hardware modules.
•
time).
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number of hydraulic axes and the desired cycle and reaction
Note:
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Figure 24: Hardware configuration example
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additional measurements.
In most cases: the more information available to a control block, the better
the control quality can and will be.
In the following sections, we will be using the task from section 1.2
presented in Figure 4 to go through the range of functions for position
control provided in the AsHydCon library. We will then continue expanding
the range of functions moving toward superseding force control.
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The goal of a position control task is usually not to hold a certain position,
but rather to change the position of a (hydraulic) drive with great precision
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and to move to a target position.
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are subject to predefined limitations in regard to maximum
acceleration and/or jolt as well as maximum speed. For this case,
the AsHydCon library provides the HCRSPF() block for creating a
movement profile with corresponding characteristics. Other
control blocks are used for implementing this and other
movement profiles (such as a position profile for an electrical
axis).
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sset UValve Valve sact
Target-
HCRP2P_Cont &
position
- Cylinder
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- Cylinder
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5.2.1 Structure of the Hydraulic Control Library AsHydCon
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The library AsHydCon includes different types of function blocks. Its scope
covers the range of
• Signal processing
Basic filtering function blocks like PT1-, PT2- DT1-, DT2-, notch-filters
or delay elements.
• Servo correction
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Function blocks which implement the correction of the valves flow-
rate pressure dependency and allow to directly control the flow
through the valve. The servo-correction blocks differ in the used
measurement signals and whether they are used for position- or
force-control.
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In many cases these tasks can directly be used to control hydraulic axes,
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whereas only parameter adjustments have to be made. The following
picture shows an overview of the available tasks together with the
hydraulic setup covered by it.
Lib_AsHydCon1
Lib_AsHydCon2
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HCRSPF()
HCRs_Cont()
Cylinder Position
Cylinder Position
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HCRSPF() Cylinder Position
Lib_AsHydCon3 Cylinder Pressures
HCRs_Cont_p()
System Pressure
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Note:
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5.2.3 Point-to-point positioning with the HCRP2P_Cont() function block
The HCRP2P_Cont() function block is already a complete controller block,
which functions without having to define a movement profile. The goal of
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this block is to implement the fastest possible movement from a start to a
target position within the manipulated variable limitations and specification
of PID parameters. The simple interface is shown in Figure 28.
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Figure 29: Structure of the control loop realized in HydCon1
being used. It contains an analog output module for valve control and an
encoder module for measuring the current position.
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Figure 30: Hardware configuration for position control of the linear drive
5.2.4 Movement profile specification with the help of the HCRSPF() function block
The HCRSPF() function block now allows you to generate a movement
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Note:
Be aware of the fact that control is not yet active, because the
movement profile created by the movement profile generator
represents a set position curve. Nevertheless, the circumstance of the
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hydraulic drive should be accounted for during the configuration of this
set profile.
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These types of cyclic movement profiles occur in almost all machine-
related tasks because recurring tasks are most often handled by the drive.
Apart from that, these types of cyclic movement profiles are also useful
when commissioning systems in order to perform any required controller
tuning.
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5.2.5 Closed loop control with position feedback only
In contrast to section 5.2.3 we will deal from now on with control concepts
as depicted in Figure 26.
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Like in section 5.2.3 we again assume in this sections that only the position
signal sact of the position encoder can be used as measurement signal for
the closed loop control. The control voltage of the proportional valve is
available as manipulated variable. Thus, the hardware configuration of
Figure 30 applies.
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In this section we do not want to take into account any information on our
hydraulic drive. The function block HCRSPF() is used to generate a desired
position movement profile. In addition the controller function block
HCRs_Cont() is used as simple PID controller. The control concept for this
setup is depicted in Figure 31.
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sact
Scaling
sset UValve
HCRSPF HCRs_Cont y HydSim1
(PID)
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Figure 31: Control concept for simple position control with HCRSPF() and HCRs_Cont()
Realize the control loop of Figure 31 with the simulation task HydSim1.
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As a starting point you can use the package Lib_AsHydCon2.
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Please read the documentation of the package Lib_AsHydCon2 carefully
to understand the structure of the controller task and the necessary
parameterization.
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The stiffness of the control loop can now be influenced by adjusting the
proportional gain Kp (parameter pPID_Para_s).
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Note:
The Update parameter for the control block HCRs_Cont() must be set to
TRUE to apply the changed control parameters.
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Look at the position lag error during movement. You will notice that it has a
different size for positive and negative movement.
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Expand the task for position control so that the HCRs_Cont() function
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block can be operated with the setting vyServoMode = 0x06. The two
cylinder surfaces Apos and Aneg of the differential cylinder (parameter
pSystem_Para) must also be specified in addition to the block.
Compare the control behaviour (especially the lag errors) of the two
servo compensation modes 0x08 and 0x06!
(servo compensation)
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5.2.7 Compensation of the valve's flow rate pressure characteristic curve
frictional forces,
then this information can be used to estimate the chamber pressures in
order to determine the pressure drop across the valve. If the relation
between the flow rate and pressure difference on the valve discussed in
section 3.3.3 is known, then this characteristic curve can be inverted again.
Assuming that this characteristic curve is exactly inverted, the controller
can then accurately define the flow rate needed to implement a desired
piston movement by activating the valve accordingly.
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can be used to determine the chamber pressures p pos and pneg from the
process force FP , assuming that the movement is steady. These chamber
pressures can then be used to calculate the pressure drop across the valve
edges.
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Task: Hydraulic position control with profile generation and
servo-compensation using process force
Use again the sample task HydCon2 with the setting vyServoMode =
0x00 for the HCRs_Cont() function block, by which the servo
compensation just described is applied under the assumption of a
constant supply pressure. Furthermore the following parameters must
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be specified for the function block as far as they are known from the
configuration of the simulation model HydSim1:
• System parameter pSupply_max and pSupply
(parameter pSystem_Para)
• Valve parameters Qnom_pos, Qnom_neg, pDelta_nom
(parameter pValve_Para)
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block with the actual measured value. Figure 32 shows the hardware
configuration being used. The process forces used in this mode are also
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indicated.
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Figure 32: Hardware configuration with system pressure sensor and process force details
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Change your control task so that you use the variable provided as
measurement input for the system pressure of the simulation task
HydSim1 for the pSupply parameter (element of pSystem_Para). Define
vyServoMode = 0x02 for the servo compensation under the assumption
of a variable system pressure.
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available to the control block after being measured, then they no longer
have to be estimated and the exact pressure difference throughout the
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valve is known (within the limitations of the measurement accuracy).
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Figure 33: Hardware configuration for operation with two pressure sensors
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previously used HCRs_Cont().
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This block uses the two inputs pCyl_pos and pCyl_neg for the cylinder
chamber pressures to realize the servo compensation for the valve
instead of the inputs for the process force and the frictional forces.
HCRs_Cont_p
sset vre Qy Uy
HCRPID HCRvyServo_F HCRLinValve
- p
sact
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Figure 34: Connecting the HCRLinValve() function block to the HCRs_Cont() block
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function block.
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Make sure to configure the block in exactly the same way as specified in
the documentation of the package HydSim1. It is only useful to invert
the valve characteristic curve when working with the correct data.
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On the hydraulic cylinder, the necessary flow into (or out of) the
corresponding cylinder chamber Q pos (or Qneg ) can be estimated because
of the conservation of mass at predefined speed v of the piston over the
piston surface area Apos and Aneg (see Figure 35). The following formula is
valid for movements at constant speed and load
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Q pos Qneg
v= =− .
Apos Aneg
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Using this type of feed-forward reduces the job of the PID controller to
comparing deviations from the nominal behavior. As a result, it can
generally be set faster (increasing the value of Kp) which allows it to react
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more quickly to disturbances. Furthermore, the lag error is always smaller
when speed feed-forward is used correctly than when it is not used at all.
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Tasks: Realizing velocity feed-forward
Expand the control task by making the signal vset , which is created by
the HCRSPF() function block, available to the HCRs_Cont() or
HCRs_Cont_p() block.
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Can you use this method to reduce the lag error during movement at
constant speed?
vset
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HCRs_Cont
vabs
sset vre Qy Uy
HCRPID l HCRvyServo_Fp HCRLinVal
-
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To achieve satisfactory results in this relationship, a few properties of the
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hydraulic system should be taken into consideration.
actual position.
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controlled system, consisting of valve and cylinder, is suspended due to
leakage effects. This would result in a lasting deviation between set and
The integral element on the controller, which is only activated at very low
speeds, shortly before the target position is reached is one solution
approach for this behavior. Otherwise, it remains switched off to prevent
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overshoots.
Additionally, the integrator must be switched off again when static friction
and very low deviations between set and actual position are present, in
order to prevent stick-slip effects. This effect occurs when the controlled
drive stops due to the influence of static friction before the desired target
position has been reached. However, this breaks away again after a certain
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The integrator can be switched off again when the required precision is
reached or a new movement is started.
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(e.g. 0 .. 1 mm/s).
•
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Position error value < required precision.
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Expand your task by adding an integrator to the position controller
depending on the movement conditions specified above. Try to see how
precise you can position the simulation model!
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Thus, the first part of the task introduced in section 1.2 has now been
covered in great detail and solved using the functionality of AsHydCon.
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The process force FP can be determined by either using the pressure
gauge and the following formula:
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p pos Apos − pneg Aneg = FP
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•
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Position-controlled movement from s1 to s2
Starting from a definable threshold value for the press force:
Switching to force control
To prepare for the next task, configure a material model for your
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simulation model in such a manner so that the material contact takes at
position sContact = 400mm . You can do this by adding another task which
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changes the value of the external force Fextern of the simulation model
depending on the cylinder position sCyl.
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Use the package Lib_AsHydCon4 together with the simulation model
HydSim1 to realize position control and superseding force control for
the hydraulic drive with material contact at position sContact = 400mm .
5.2.12 Auto-tuning
For a configuration with a hydraulic cylinder and a continuous valve as
presented in Figure 4, a value that is ideal for most applications can be
determined based on theory for the controller gain Kp of the position
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controller.
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The HCRAutotune() function block determines this optimum value for Kp
using the hydraulic system's most significant physical parameters. This
value can then be applied to the position control block being used.
Note:
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The value determined here for Kp is a reference value for position
control only, that can be applied usefully for many systems because it
represents a compromise between speed and robustness of the control
loop. In most cases, operating the system with this setting is not a
problem. Furthermore, it can be used as a starting point for subsequent
manual tuning.
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Task: Autotuning for position control
Use the HCRAutotune() function block to find a suitable value for the Kp
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6. AXIS COUPLINGS
Real machines often require synchronizing multiple axes in a controlled
manner (in some cases also different types – electrical and hydraulic).
Depending on the complexity of the synchronization conditions, there are
many different ways to establish axis links.
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6.1 Application solution
A simple link between a hydraulic axis and another hydraulic or electrical
axis can be implemented in the application code. In the following example,
an instance of the HCRSPF() specifies the set position (set trajectory) of
axis 1. The set position of axis 2 is linked to the set position of axis 1 via a
simple (affine) transformation.
Program example:
axis1HCRSPF();
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axis1HCRSPF.s_end:= gVisu.set.sCyl;
axis1HCRSPF.Init:= TRUE;
axis1HCRs_Cont.s_set := axis1HCRSPF.s_set;
axis1HCRs_Cont.v_set := axis1HCRSPF.v_set;
axis2HCRs_Cont.s_set := axis1HCRSPF.s_set*k12 + offset12;
axis2HCRs_Cont.v_set := axis1HCRSPF.v_set*k12;
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6.2 Connecting to ACOPOS
One real and one virtual axis can be calculated on any ACOPOS servo
drive. A virtual axis makes it possible to calculate a set position as non-
linear function of the set and actual position of another real or virtual axis,
which can be located on another ACOPOS servo drive (cam profile
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functionality).
A virtual axis on an ACOPOS can also be used to generate set positions for
a hydraulic axis. This set position (and the set speed) are transferred
cyclically to the CPU via POWERLINK, where the position control loop is
implemented for the corresponding axis.
In this case, make sure to account for the latencies resulting from the
communication (see also section 6.4).
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In addition to the actual CNC functionality, ARNC0 also offers the possibility
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to implement cam profile links between any axes on a CPU.
Target system
ARNC0
Set
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a hydraulic task on the target system.
position
Axis 1
ACOPOS
Electrical
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Soft CNC Set
position axis
Axis 2
Valve voltage
Hydraulic Hydraulic
control Actual axis
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position
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To achieve highly-precise synchronization of a system with multiple axes,
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the position set values of axes with low or no communication latencies
must be delayed.
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Figure 38: The parameters t_predict and t_total in the ACOPOS NC-Init table
The HCRFIFO() function block from the AsHydCon library offers an identical
functionality for delaying signals (e.g. for a hydraulic axis) as shown in the
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s1_set := ax1_HCRSPF.s_set;
ax1_s_Cont.s_set := s1_set;
ax2_FIFO.x := s1_set;
ax2_FIFO();
ax2_s_Cont.s_set := ax2_FIFO.y;
7. SAFETY
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difficulties and even delays in commissioning because the application code
must often be revised.
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Note:
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because a safety flaw can cause personal and/or material damage.
However, a control concept can always be "touched up" as long as the
general safety conditions were planned for.
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A safety concept for a hydraulic application must always include a SafePLC,
such as B&R's Integrated Safety, which shuts down the drive or puts it into
a safe state if the valid operating range has been exceeded. It is important
to determine whether the SafePLC being used is specifically designed to
protect personnel or whether there is any guarantee that this SafePLC will
prevent potential damage to the system when shutting down in all
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the system stopped immediately in the event of emergency.
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Mandatory measurement signals and valid ranges include;
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Particularly in a hydraulic application, the correct sequence is important
when stopping and closing rotating machines and other moving parts as
well as connected valves.
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For example, take a look at the hydraulic circuit diagram in Figure 39 as
expansion to the diagram in Figure 4. In this diagram, the two safety valves
V2 and V3 are arranged in such a manner so that cylinder chambers A and
B will close if a malfunction occurs, which automatically stops the cylinder.
Make sure in the application that operation with the proportional valve V1
is only possible when the safety valves V2 and V3 are open.
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Figure 39: Hydraulic circuit diagram with safety valves
The HCRSPF() block provides the Brake input in order to stop a drive
because of a value that is unknown to the HCRSPF() block (e.g. system
pressure exceeds the permissible value). Brake is used to stop the drive
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material threat.
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These sort of inputs can also be integrated in the application task. In most
cases, the application must ensure (in a time frame specifically intended for
this purpose), that no direct material or indirect personal damage occurs
when the machine is forced to shut down by the safety equipment.
In order to do this, the safety equipment and the machine application must
always be adapted to one another.
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7.4 Testing the implemented safety functions
An implemented safety function must also undergo targeted testing
without putting the system or personnel at risk. Function tests on the
application should not be made until the application's safety net is working
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properly.
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8. SUMMARY
Automation Studio and the B&R product palette offer comprehensive
functionality for implementing closed loop controls for hydraulically-driven
axes, axis links and the corresponding maintenance and diagnostics.
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An important factor for successful application of hydraulic drive controls is
keeping a clear and organized overview of the implemented AsHydCon
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library functionality so that the right decisions can be made for a given
hydraulic task.
All that is left to do, particularly when working with standard applications,
is to configure the function blocks.
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9. APPENDIX
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The hydraulics circuit diagram should be studied and discussed with the
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machine operator before the beginning of each hydraulics project.
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sheet, in which the most important sizes, nominal flow rate and nominal
pressure difference are marked.
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Figure 41: Section 1 from the ATOS proportional valve data sheet
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Figure 42: Section 2 from the ATOS proportional valve data sheet
The valve characteristic curves are taken directly from the data sheet.
Figure 43 shows an additional section from the data sheet, which reflects
the valve characteristic curves in various valve designs.
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Figure 43: Valve characteristic curves from the ATOS proportional valve data sheet
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Figure 44: Sections 1 and 2 from the ATOS servo cylinder data sheet
Figure 44 and Figure 45 show sections from the ATOS servo cylinder data
sheet.
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Figure 45: Section from the ATOS servo cylinder data sheet
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following Table 2.
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Medium level control Reaction time approx.
quality and dynamics 2ms
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Table 2: Relationship of reaction time and control quality, i.e. dynamics
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values by the CPU,
• issuing the output sizes to the output module via the X2X Link.
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The reaction time can be determined using the following formula:
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The Excel sheet in Figure 46 can be used to determine the smallest
possible X2X Link cycle time as well as the I/O communication time for a
given I/O configuration, cable length and X2X setting in Automation Studio.
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Figure 46: Excel sheet for calculating the minimum X2X Link cycle time
As is evident in the sheet, the minimum cycle time is achieved if the setting
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in Automation Studio "Allow asymmetric In/Out size" = "ON" for the X2X
Link configuration.
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Generally, a hydraulic controller is executed in the fastest task class. The
coordination of the task class cycle time with that of the X2X Link is
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important: the cycle time of the task class must always be an integer
multiple of the X2X Link cycle time in order to allow synchronous
operation.
An X2X Link cycle time of 200 µ s can be set for most hydraulic control
loops. A value of 400 µ s is recommended as the cycle time for the highest
task class, if the CPU performance permits it. The stack of the task class
must generally be increased compared to the standard setting. In order to
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avoid memory problems, it is best to start with a value of 65535 bytes.
This, as well as additional settings regarding the task class, can be found in
Figure 47; those regarding X2X Link are found in Figure 48.
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Figure 48: X2X Link settings
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For the frequent case that an SSI encoder is used for position
measurement, the required settings for an X20DS1119 module, which can
perform SSI communication, are given in Figure 50. The required data can
be found in the SSI encoder data sheet.
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Position or force
Position control tasks? Force
control
control
Position
Simple (and fast) and force Which measurement
movements from control signals are available?
start to finish? (Selection of force
(No jolt limitation control function block)
Yes
Function block
HCRP2P_Cont:
requirements)
No trajectory generator
necessary here.
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Specification of
movement profile
required?
(With acceleration-
Chamber
pressures
Block:
HCRF_Cont_
p
Force
Block:
HCRF_Cont
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and jolt limitation)
Yes
Block HCRSPF:
Which measurement
signals are available? Position +
(Selection:
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chamber
control block) pressures
Position
Which measurement
Control block: signals are available?
Control block:
HCRs_Cont (Selection:
HCRs_Cont_p
(Optional: Use of a control block)
known load force) Chamber Force
pressures
Block: Block:
Valve characteristic
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HCRsF_Cont_p HCRsF_Cont
curve known?
Yes
Block: HCRLinValve
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9.2 Commissioning
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In general, the supplier of a hydraulic
system must provide commissioning
instructions for the system, which Table of Contents
should be consulted before each
commissioning.
General
In addition, several important points Safety Remarks
regarding commissioning are Hydrostatic Accumulator
addressed in this section:
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It is important to carefully plan the
commissioning of hydraulic systems
and develop a step-by-step concept
that allows the function of all
required components so that they
Transport
Storage Conditions
Assembly
Operating Fluids
Commissioning
Safety Remarks for Commissioning
Filling
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can be properly operated. Flushing before Start-Up
Electrical Connectors
Most importantly, this requires Pumps and Instrumentation
appropriate operating modes. In Power-Up
addition to automatic operation, the System Bleeding
option of manual operation must Filter
always be available as well. With
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• The system pressure is kept at the lowest possible value for the
commissioning process. The purpose of this is to protect all
components because hydraulic oil is still generally very
contaminated.
• Valve control: The combination of safety- and proportional valves
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must be taken into account for valve control. In general, the safety
valves are opened in one step when a proportional valve is still
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closed and the proportional valve is manually controlled in order
to confirm the direction of action (there is no control block used
here; instead the valve voltage is directly specified).
• During manual operation and at low system pressure, the entire
operating area (e.g. a hydraulic cylinder) should be run through
several times, so as to remove potential air in the fluid before the
system pressure is increased.
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Gradual implementation of automatic operation commences only after it
has been confirmed that all components are functioning.
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9.3 Controller settings
The AsHydCon library control blocks are generally configured in two steps:
The first point was described in detail in this training module. The training
module TM 261 "Closed loop control with LoopConR" contains a lot of
practical information regarding the second point. In what follows, you will
find a potential configuration procedure for the available control blocks
within the AsHydCon library framework.
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controller. Now, K p can be adjusted. An increase makes the
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control loop faster, but increases vibration tendency. It is most
important to test the controller at different piston positions
because the natural frequency and vibration tendency changes
with operation point.
• In the following step, a velocity feed forward can be used to
simplify the task for the controller. In general, with a correct feed-
forward, the value of K p for the controller can be increased
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further; see also section 5.2.9 of this training module.
Finally, the remaining control error can be reduced by inserting an
I-element. Note that I-elements with high static friction can lead to
so-called stick-slip effects; see also section 5.2.10 as well as the
AsHydCon example project.
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9.4 Controller optimization
AsHydCon library control blocks have many options which allow them to
be optimized for specific types of tasks. Some examples are provided
below.
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Figure 52 shows the principle idea behind this. If, as depicted here, the
current acceleration aact is available, it can be compensated for accordingly
in the control loop. The manipulated variable generated by this controller is
thus a direct function of the state variable path (P-element), speed (D-
element) and acceleration. This type of controller is called a state feedback
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controller.
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HCRs_Cont
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Figure 52: Idea of expansion in the form of a state feedback controller
Ka aact
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9.5 Further literature
The following literature is recommended as potential references:
• John S. Cundiff: „Fluid Power Circuits and Controls“, CRC Press, New
York, 2002, ISBN 0-9493-0924-7
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Overview of training modules
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