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CE110 Servo Trainer © TecQuipment Ltd 2010 Do not reproduce or transmit this document in any form or by any means, electronic or mechanical, including photocopy, recording or any information storage and retrieval system without the express permission of TecQuipment Limited. TecQuipment has taken care to make the contents of this manual accurate and up to date. However, if you find any errors, please let us know so we can rectify the problem. TecQuipment supply a Packing Contents List (PCL) with the equipment. Carefully check the contents of the package(s) against the list. If any items are missing or damaged, contact TecQuipment or the local agent. PW/PE/ajp/db/0710

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  • CE110 Servo Trainer

    TecQuipment Ltd 2010Do not reproduce or transmit this document in any form or by any means, electronic or mechanical, including photocopy, recording or any information storage and retrieval system without the express permission of TecQuipment Limited.

    TecQuipment has taken care to make the contents of this manual accurate and up to date. However, if you find any errors, please let us know so we can rectify the problem.

    TecQuipment supply a Packing Contents List (PCL) with the equipment. Carefully check the contents of the package(s) against the list. If any items are missing or damaged, contact TecQuipment or the local agent.

    PW/PE/ajp/db/0710

  • TECQUIPMENT CE110 SERVO TRAINER

    CONTENTS SECTION PAGE

    1.0 INTRODUCTION 1-1

    1.1 General 1-1 1.2 CE110 Servo Trainer 1-3 1.3 Electrical Installation, Operating Conditions and

    Maintenance 1-6

    2.0 CONTROL THEORY 2-1

    2.1 Fundamentals of Control Theory 2-1 2.1.1 Introduction 2-1 2.1.2 Control Principles 2-2

    2.2 Advanced Principles of Control 2-13 2.2.1 Introduction 2-13 2.2.2 Servo System Modelling: Speed Control System 2-15 2.2.3 Servo System Modelling: Position Control System 2-17 2.2.4 Actuator and Sensor Characteristics 2-18 2.2.5 Measurement of System Characteristics 2-22 2.2.6 Controller Design: Angular Velocity Control 2-24 2.2.7 Controller Design: Angular Position Control 2-28 2.2.8 Controller Design: Disturbance Rejection 2-29

    2.3 Advanced Principles of Control: Non-Linear System Elements

    2-32

    2.3.1 Amplifier Saturation 2-32 2.3.2 Amplifier Dead-Zone 2-34 2.3.3 Anti-Dead-Zone (Inverse Dead-Zone) 2-35 2.3.4 Hysteresis (Backlash) 2-36 2.3.5 Composite Non-Linearities 2-39

    3.0 DIGITAL CONTROL TECHNIQUES 3-1

    3.1 Fundamental Digital Control Principles 3-1 3.1.1 Representation of a Digital Controller 3-2

    3.2 Software Implementation of a Three Term Controller 3-4 3.2.1 Proportional Control 3-5 3.2.2 Proportional and Integral Control 3-7 3.2.3 Proportional, Integral and Derivative Control 3-10

    3.3 Implementation of Computer Control 3-12

    i

  • TECQUIPMENT CE110 SERVO TRAINER

    ii

    CONTENTS

    SECTION PAGE

    4.0 EXPERIMENTATION 4-1 4.1 Introduction 4-1 4.2 Experiment 1: Basic Tests and Transducer Calibration 4-3 4.3 Experiment 2: Response Calculating and

    Measurements

    4-11 4.4 Experiment 3: Proportional Control of Servo Trainer

    Speed

    4-15 4.5 Experiment 4: Proportional plus Integral Control of

    Servo Trainer Speed

    4-22 4.6 Experiment 5: Disturbance Cancellation and Feed-

    Forward Control

    4-29 4.7 Experiment 6: Angular Position Control: Proportional

    Control

    4-31 4.8 Experiment 7: Angular Position Control: Velocity

    Feedback

    4-36 4.9 Experiment 8: Angular Position Control and the

    Influence of Non-Linearity

    4-40 4.10 Experiment 9: Non-Linear System Characteristics 4-44

    5.0 RESULTS AND COMMENTS 5-1 5.1 Experiment 1: Results and Comments 5-1 5.2 Experiment 2: Results and Comments 5-7 5.3 Experiment 3: Results and Comments 5-11 5.4 Experiment 4: Results and Comments 5-14 5.5 Experiment 5: Results and Comments 5-20 5.6 Experiment 6: Results and Comments 5-24 5.7 Experiment 7: Results and Comments 5-26 5.8 Experiment 8: Results and Comments 5-31 5.9 Experiment 9: Results and Comments 5-35

    APPENDIX 1 BLANK EXPERIMENT CIRCUIT DIAGRAM A1-1

  • TECQUIPMENT CE110 SERVO TRAINER

    SECTION 1.0 INTRODUCTION 1.1 General The CE110 Servo Trainer is one of a unique range of products designed specifically for the theoretical study and practical investigation of basic and advanced control engineering principles. This includes the analysis of static and dynamic systems using analogue and/or digital techniques. A typical system configuration is shown in Figure 1.1 where a CE110 is shown adjacent to a CE120 Controller.

    Figure 1.1 CE110 Servo Trainer adjacent to CE120 Controller

    The CE110 Servo Trainer relates specifically to velocity control and angular position control problems as they would typically occur in industry. It may also, however, be used as a practical introduction to the design, operation and application of control systems in general.

    The CE110 is an intrinsically safe, adaptable and self-contained facility for students of control engineering to investigate and compare a wide range of

    Page 1-1

  • TECQUIPMENT CE110 SERVO TRAINER

    functional control system configurations. In particular with the CE110, they can examine the control of the velocity of a rotating shaft with differing loads and inertia's. An additional facility is available to engage, via an electrically operated clutch, an additional load shaft equipped with a gearbox and angular position sensor. This extends the experimental possibilities to position control. The CE110 includes a set of typical, user-adjustable non-linear elements which are associated with servo-control. These elements may be set up to demonstrate a wide range of practical non-linear phenomena.

    IMPORTANT The CE110 is supplied for operation at the local mains supply voltage, either 110/120 V or 220/240V, unless otherwise indicated at the time of ordering. The set voltage is shown on the Test Certificate Supplied with the CE110 or on the

    Serial Number Plate to be found at the rear of the unit.

    Section 2 of this manual gives a step by step development of the fundamental and advanced control theory required to support the educational use of the CE110. This enables the performance of a particular Servo-System configuration to be either predicted in the case of an existing system or, at the design stage, the settings needed to achieve the desired (optimum) performance specifications. The CE110 is designed to operate with external analogue, digital or other standard industrial control elements. TecQuipment also make the optional CE120 Controller and the CE122 Digital Interface to work with the CE110. TecQuipment supply the CE120 and CE122 with the CE2000 software (see their relevant user guides). This allows the units to do open and closed-loop control investigations on any other item of laboratory equipment with compatible analogue inputs and outputs. The CE2000 software includes pre-written files that work with the CE110 and the experiments in this user guide. As an alternative, the CE110 may be controlled by any other compatible analogue or digital controller. However, it will be necessary to make the relevant amendments to the operating procedures and connection diagrams given in the manuals.

    Page 1-2

  • TECQUIPMENT CE110 SERVO TRAINER

    1.2 CE110 Servo Trainer

    Figure 1.2 CE110 Servo Trainer

    The CE110 Servo Trainer is shown in Figure 1.2. It comprises a motor driven rotating shaft upon which is mounted, (from left to right): i. An inertial load flywheel ii. A tachometer to measure the shaft speed iii. A generator which provides an electrically variable load upon the

    motor. iv. An electrically driven motor which provides the motive power which

    rotates the shaft. v. An electrically operated clutch to enable the motor driven shaft to be

    connected to a secondary shaft called here the position output shaft, which connects to:-

    vi. A 30:1 ratio reduction gearbox vii. An output shaft position sensor and calibrated visual indicator.

    Adjacent to the visual indicator of output shaft position is a manually operated position dial which can be used for setting desired (set-point) angular positions

    Page 1-3

  • TECQUIPMENT CE110 SERVO TRAINER

    The CE110 includes power amplifiers for the drive motor and load generator and power supplies/signal conditioning circuits for the associated speed and velocity sensors. The motor speed is determined by the voltage applied to the drive amplifier input socket on the front panel. Likewise, the generator load is determined by the external load input. Both inputs are arranged to operate in the range 10V (0 to 10V in the case of the generator). The shaft velocity sensor and the output shaft position sensor are sealed to give outputs calibrated in the range 10V. A door at the rear of the left hand side allows access to change the size of the inertial load by adding or removing the inertia discs supplied. For safety, a micro-switch mounted in the door disables the drive amplifier when the access door is open or not fully latched. In addition to the main rotating components, a further facility for investigating servo-mechanism control is provided in the form of a set of typical servo-system non-linear elements. These are situated at the top of the unit and, as shown in Figure 1.3, from left to right comprise:- i. An anti-dead-zone block, to eliminate any dead-zone deliberately

    introduced or inherent in the CE110 motor. ii. A dead-zone block, to introduce additional dead-zone so it may be

    simulated and studied. iii. A saturation block, to allow servo-drive amplifier saturation to be

    simulated and studied. iv. A hysteresis block, to allow gearbox and servo-drive train backlash to

    be simulated and studied. The operation of the non-linear units is discussed in detail in Section 2.3 of this manual. The front panel of the CE110, shown in Figure 1.3, provides a schematic functional outline of the unit as well as providing quick and easy access, via 2mm sockets, to both the individual transducers and the motor and generator control circuits.

    Page 1-4

  • TECQUIPMENT CE110 SERVO TRAINER

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  • TECQUIPMENT CE110 SERVO TRAINER

    Connection between external power supplies, control modules/measuring instruments and the motor/transducer circuits of the CE110 are made via 2mm sockets mounted on the front panel. The connecting leads supplied with the CE110 enable the user to make circuit/unit interconnections and so assemble a wide range of functional control systems as required. To readily facilitate the connection of the CE110 to most standard laboratory equipment and instrumentation, adapters are supplied to convert the 2mm format of the CE range to either a 4mm/or to a BNC format. 1.3 Electrical Installation, Operating Conditions and Maintenance

    Manufacturer TecQuipment Ltd, Bonsall Street, Long Eaton, Nottingham NG10 2AN,

    ENGLAND Importer The manufacturer

    Electrical Connection

    WARNING

    The electrical supply must be connected to the apparatus through aswitch, circuit-breaker or plug and socket. The apparatus must beconnected to earth.

    Connect the apparatus to an electrical supply using the cord or cables provided with the apparatus. Refer to the following colour code to identify the individual conductors: GREEN AND YELLOW: EARTH (E or ) BROWN LIVE BLUE NEUTRAL

    Maintenance and inspection

    A qualified person must carry out electrical maintenance.Ensure that the following procedures are followed. 1. Assume the apparatus is energised until it is known to be isolated from the electrical supply. 2. Use insulated tools where there are possible electrical hazards. 3. Check the insulation of the cord or external cables. Replace if damaged. 4. Confirm that the apparatus earth circuit is complete. 5. Find out the reason that a fuse blew, or a circuit breaker tripped, before replacing or resetting. 6. Confirm that a replacement component is compatible with the item being replaced.

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  • TECQUIPMENT CE110 SERVO TRAINER

    Periodically inspect the apparatus to ensure that there is no visible damage. Pay particular attention to connectors, switches, indicators, fuse holders and cables. If a fuse needs to be changed, use the following procedure: 1. Switch off the apparatus and disconnect it from the mains. 2. Remove the fuse and replace it with the exact type specified. 3. Reconnect the unit to the mains supply. 4. Switch on and ensure that the unit works correctly. 5. If the fuse fails again contact the importer or TecQuipment for advice.

    Handling instructions

    Net weight: 17 kg. Ensure that correct handling procedures are used when moving this apparatus.

    Operating Conditions

    Storage temperature range 25C to +55C (when packaged for transport)

    Safe operating temperature range +5C to +40C Safe operating relative humidity range

    30 % to 95 % (non-condensing)

    Operating environment Laboratory environment Supply voltage (nominal) 230 V 115 V Current (maximum) 500 mA 1 A Frequency 50/60 Hz Fuse type T1.6 A 20 mm

    ceramic (see IEC 60127-III)

    T3.15 A 20 mm ceramic

    (see IEC 60127-III)Supply type TNS (refer to IEC 60364)

    Noise Levels

    The maximum sound pressure levels measured for this apparatus are fewer than 70 dB(A).

    Spare Parts Refer to the Packing Contents List for any spare parts that are supplied with the apparatus. Contact TecQuipment or the importer if any other spare parts are needed.

    Page 1-7

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    Page 1-8

  • TECQUIPMENT CE110 SERVO TRAINER

    SECTION 2.0 CONTROL THEORY 2.1 Fundamentals of Control Theory 2.1.1 Introduction The object of this section is to provide an introduction to control engineering principals by firstly considering the operating characteristics of the individual elements used in typical control engineering systems. It then further considers the performance of these elements when combined to form a complete control engineering system. The text includes the development of control theory relating to servo mechanism control in velocity and positional control systems. This is considered essential in ensuring that the student both understands and is able to explain the results obtained from the practical investigations contained in Section 4 of this manual. This also allows the initial controller setting for the individual systems to be set or established as directed. It then helps in the analysis of how the systems actually respond to various steady state and transient operating criteria. The primary object of the CE110 Servo Trainer, of which this manual forms an important part, is to provide a practical environment in which to study and understand the control of a servo-system. These systems occur widely throughout all branches of industry to such an extent that a grounding in servo mechanism control forms a basic component of a control engineer's training. A simple but widespread industrial application of servo control is the regulation at a constant speed of an industrial manufacturing drive system. For example, in the production of strip plastic, a continuous strip of material is fed through a series of work stations. The speed at which the strip is fed through must be precisely controlled at each stage. Similar examples exist where accurate position control is required. A popular example is the position control of the gun turret on a battle tank, which must be capable of both rapid aiming, target tracking and rejection of external disturbances. The following theory and examples are based upon the need to maintain a selected speed or position of a rotating shaft under varying conditions.

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  • TECQUIPMENT CE110 SERVO TRAINER

    2.1.2 Control Principles Consider a simple system where a motor is used to rotate a load, via a rigid shaft, at a constant speed, as shown in Figure 2.1.

    Flywheel (theoretical load)

    Coupling shaft Coupling shaft

    Shaft speed

    Drive MotorGenerator

    LoadDriveMotor

    Amplifier

    Figure 2.1 Simple Motor & Load System

    The load will conventionally consist of two elements, i. A flywheel or inertial load, which will assist in removing rapid

    fluctuations in shaft speed and, ii. An electrical generator from which electrical power is removed by a

    load. Under equilibrium conditions with a constant shaft speed, we have

    Electrical Mechanical power absorbed by thepower supplied generator and frictionalto motor losses

    =

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  • TECQUIPMENT CE110 SERVO TRAINER

    When this condition is achieved the system is said to be in equilibrium since the shaft speed will be maintained for as long as both the motor input energy and the generator and frictional losses remain unchanged. If the motor input and/or the load were to be changed, whether deliberately or otherwise, the shaft speed would self-adjust to achieve a new equilibrium. That is, the speed would increase if the input power exceeded the losses or reduce in speed if the losses exceeded the input power. When operated in this way the system is an example of an open-loop control system, because no information concerning shaft speed is fed back to the motor drive circuit to compensate for changes in shaft speed. The same configuration exists in many industrial applications or as part of a much larger and sophisticated plant. As such the load and losses may be varied by external effects and considerations which are not directly controlled by the motor/load arrangement. In such a system an operator may be tasked to observe any changes in the shaft speed and make manual adjustments to the motor drive when the shaft speed is changed. In this example the operator provides; a) The measurement of speed by observing the actual speed against a

    calibrated scale. b) The computation of what remedial action is required by using their

    knowledge to increase or decrease the motor input a certain amount. c) The manual effort to accomplish the load adjustment, required to

    achieve the desired changes in the system performance, or by adjusting the supply to the motor.

    Again, reliance is made on the operators experience and concentration to achieve the necessary adjustment with minimum delay and disturbance to the system. This manual action will be time consuming and expensive, since an operator is required whenever the system is operating. Throughout a plant, even of small size, many such operators would be required giving rise to poor efficiency and high running costs. This may cause the process to be an uneconomic proposition, if it can be made to work at all!

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    There are additional practical considerations associated with this type of manual control of a system in that an operator cannot maintain concentration for long periods of time and also that they may not be able to respond quickly enough to maintain the required system parameters. A more acceptable system is to use a transducer to produce an electrical signal which is proportional to the shaft speed. Electronic circuits would then generate an Error Signal which is equal to the difference between the Measured Signal and the Reference Signal. The Reference Signal is chosen to achieve the shaft speed required. It is also termed the Set Point (or Set Speed in the case of a servo speed control system).

    The Error Signal is then used , with suitable power amplification, to drive the motor and so automatically adjust the actual performance of the system. The use of a signal measured at the output of a system to control the input condition is termed Feedback. In this way the information contained in the electrical signal concerning the shaft speed, whether it be constant or varying, is used to control the motor input to maintain the speed as constant as possible under varying load conditions. This is then termed a Closed-Loop Control System because the output state is used to control the input condition.

    Figure 2.2 shows a typical arrangement for a closed-loop control system which includes a feedback loop.

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    Drive Motor

    Inertia load(flywheel)

    Reference signal(Set speed)

    Generator

    Feedbackcontroller

    Motordrive

    amplifier

    error

    Shaft speed signal

    Differencingamplifier

    Actuation Signal

    Figure 2.2 Closed-Loop Control System including Feedback Loop

    The schematic diagram shown in Figure 2.3 represents the closed-loop control system described previously.

    Figure 2.3 Schematic Representation of Closed-Loop Control System

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    Next, consider the situation when the system is initially in equilibrium and then the load is caused to increase by the removal of more energy from the generator. With no immediate change in the motor input, the shaft speed will fall and the Error signal increase. This will in turn increase the supply to the motor and the shaft speed will increase automatically. As the speed is being returned to the original Set Speed value, the Error signal reduces causing the energy supplied to the motor to also reduce. Eventually the supply to the motor would become so small that it cannot drive the load and so stalls. In practice the actual motor torque would reduce until a new equilibrium was produced where the motor torque equalled the load torque and the Error achieves a new constant value. The difference between the Actual speed and the Set speed is termed the Steady State Error of the system. If the Gain of the amplifier was increased, the Steady State Error would be reduced but not totally removed, for exactly the same reasons as given previously. If the Gain were to be increased too much the possibility of Instability may be introduced. This will become evident by the shaft speed oscillating and the input of the motor changing rapidly.

    Figure 2.4 Proportional Control Amplifier Gain Characteristics

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    The system described previously is said to have Proportional Feedback since the Gain of the amplifier is constant. This means that the ratio of the output to the input is constant once selected. Figure 2.4 shows the characteristic of a typical Proportional Control Amplifier with the Gain set at different levels, increasing from K1 to K5.

    In order to maintain a non-zero input to the motor drive, there must always be a non-zero error signal at the input to the proportional amplifier. Hence, on its own Proportional Control cannot maintain the shaft speed at the desired level with zero error, other than by manual adjustment of the Reference. Moreover, proportional gain alone would not be able to compensate fully for any changes made to the operating conditions. Operating with zero Error may, however, be achieved by using a controller which is capable of Proportional and Integral Control - (PI). Figure 2.5 shows a typical schematic diagram of a PI Controller.

    Figure 2.5 Schematic of PI Controller. The Proportional Amplifier in this circuit has the same response as that shown previously in Figure 2.4 (K1 to K5). An Integrating Amplifier is designed such that its output is proportional to the integral of the input. Figure 2.6 shows the typical response of an Integrating Amplifier supplied with a varying input signal.

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  • TECQUIPMENT CE110 SERVO TRAINER

    Figure 2.6 Typical Response of an Integrating Amplifier supplied with Varying Input Signal

    From Figure 2.6 it can be seen that, a) When the input is zero the output remains constant. b) When the input is positive the output ramps upwards at a rate

    controlled by the actual magnitude of the input and also the gain of the integrator.

    c) When the input is negative the output ramps downwards at a rate controlled by the actual magnitude of the input and also the gain of the integrator.

    d) If the input itself is damping or changing in any way then the output will follow an integral characteristic, again following the criteria given in (a) and (b) above.

    e) When a change in input polarity occurs the output responds in the manner described above, starting at the instantaneous output value at which the change occurred.

    f) The magnitudes achieved at the output are dependent on the magnitude of the input signal and also the time allowed for the

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    damping to occur. In a practical integrator, the output signal is also limited by the voltage of the power supply to the integrator itself.

    Effectively, when a constant DC signal is supplied to the input of an Integrating Amplifier its output will 'ramp' at a constant rate. Whether it ramps up or down is determined by whether the input polarity is either positive or negative. By arranging the polarity of the Error signal in a control system correctly, the output from the integrator can be configured to always drive the system in the correct direction so as to minimise (zero) the Error. In practice, an integrator would be used, as shown in Figure 2.5, with proportional amplification to give an overall system response of the required characteristic. The overall response of the PI Controller to a step change in Set Speed (or the shaft speed conditions due to the load increasing) is the combined effects of its two circuits, as shown in Figure 2.7.

    Figure 2.7 Overall Response of the PI Controller to a step change in Set Speed

    Consider the system described previously by Figure 2.2, where the load rate is increased by the load generator, but now with a PI Controller in the Feedback Loop. As before, the Proportional Amplifier on its own will leave an Error at the instance of the change in speed. However, with the Integrator output signal

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    increasing, ramping upwards in response to this error, the supply to the drive motor and the motor torque will correspondingly increase. The shaft speed will rise until the Set speed is achieved and the Error is zero. At this condition the motor and loads are equal and the system is in equilibrium. This new operating condition will be maintained until another disturbance causes the speed to change once again, whether upwards or downwards, and the controller automatically adjusts it's output to compensate. In practice the PI Controller constantly monitors the system performance and makes the necessary adjustments to keep it within specified operating limits. The amount of Integral Action will affect the response capability of the system to compensate for a change. Figure 2.8 shows the typical response of a system with constant Proportional and varying levels of Integral Action.

    Figure 2.8 Typical System Response with Constant Proportional and Varying Integral Action.

    With an intermediate level of Integral Action the system moves quickly, with minimum overshoot, to the Set Level value. In the example shown, the value of Integral Action chosen is said to achieve Critical Damping.

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    With a low level of Integral Control there is a very slow response giving rise to a distinct time delay between when a change occurs and when the control circuit re-establishes the Set Level again. This type of system is said to be Over Damped. With a high level of Integral Control the response of the system may be so fast that it overshoots the required value and then oscillates about that point under Integral Action until it finally settles down to the steady state condition, if at all. Note that, in the example given, the time for the system to settle down is greater than when the Integral Control value was small. This type of system is said to be Under Damped. For large levels of Integral Control, the system oscillations of the under damped system might grow and become unstable. In general, a) Any increase in the amount of integral action would cause the system

    to accelerate more quickly in the direction required to reduce the Error and have a tendency to increase instability.

    b) Decreasing the integral action would cause the system to respond more slowly to disturbances and so take longer to achieve equilibrium.

    Where fast response is required with minimum overshoot a Three-Term Controller is used. This consists of the previous PI Controller with a Differential Amplifier included to give a PID ( or Three-Term ) Controller. The performance of a Differential Amplifier is that the output is the differential of the input. Figure 2.9 shows the characteristic of a Differentiator supplied with a square wave input. Each time the input level is reversed the output responds by generating a large peak which then decays to zero until the next change occurs. In a practical Differentiator the maximum peak value would be achieved at the power supply rail voltage levels to the Differentiator itself. In a PID Controller the polarity of the output would be configured to actually oppose any change and thereby dampen the response of the system. The gain of the Differentiator would control the amount of damping provided, both in amplitude and duration.

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    Figure 2.9 Differentiator supplied with Squarewave Input The damping required for the situation described in Figure 2.8 could also, therefore, be achieved by including a Differentiator in the control loop to suppress the high acceleration caused by the Integrator without affecting it's ability to remove the Error. It is the balance between the Integral and Differential Action which now controls the overall system response to a step change in Set Level. The speed and manner with which a system can overcome disturbances is termed the Transient Response. By careful selection of the parameters of the proportional, integral and differential amplifiers it is possible to produce a system Transient Response to suit the specific application. This section so far has only dealt with control engineering principles in a very basic way so that the CE110 Servo Trainer can be used by students and engineers new to control engineering without them having to be familiar with the mathematics. It is possible to verify these principles by setting up suitable test circuits with the CE110 and the CE120 and then confirming the various system responses. Section 2.2 builds upon these fundamental principles and introduces the advanced topics of mathematical modelling, system tuning and predicting

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    system performance. This includes the more complex control of shaft position in an output shaft of a reduction gearbox by varying the motor drive in the input shaft of the gearbox. 2.2 Advanced Principles of Control 2.2.1 Introduction In this Section we build on the introductory material of Section 2.1 and describe more advanced methods for the analysis and control of the Servo Trainer. The ability to analyse a system, real or otherwise, is especially important in establishing the relevant design parameters for new plant or in predicting the performance of existing equipment which is to operate under new conditions. Being able to predict the performance of any complex engineering system in advance of its construction and operation will both reduce costs and also minimise project development time. The ability to represent a control situation using mathematical equations also allows computers to be used as an invaluable development tool for the engineer. The computer, once programmed to respond in exactly the same way as the chosen system, can thoroughly 'test' or simulate that system under all possible operating conditions, both quickly and cheaply. For some equipment it may only be possible to simulate certain operating conditions since in real life the actual condition cannot be safely or economically reproduced, e.g. the landing on the moon could only be achieved after the equipment had been designed and built, and yet the engineers had the confidence to commit vast resources to the development and construction project as well as gaining experience in advance through the use of simulators. Most importantly, they were able to commit the safety of humans to man the vehicles.

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    Figure 2.10 Servo Control System: Clutch Disengaged

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    Page 2-15

    2.2.2 Servo System Modelling: Speed Control System NOTE: This theory describes how you could find the characteristics of the servo trainer from the individual properties of its elements including the electrical properties of the motor. This is only for reference, as this is impossible without taking the equipment apart, which TecQuipment do not recommend, as it would cancel your guarantee. Initially, consider the servo control system with the clutch disengaged. In this configuration the system is a speed control process which can be represented as shown in Figure 2.10 The system model is determined by relating the torque supplied by the motor (m) to that required to drive the load generator, the flywheel and frictional losses. This can be expressed as,

    m = Load Torque + Frictional Torque + Inertial Torque

    The load torque can be considered as a torque which is proportional to the load control voltage (vl) while the frictional torque can be considered as a torque which is proportional to the shaft speed . The inertial torque is

    determined by the flywheel inertia and the shaft acceleration ddt . Thus

    m b k Iddt

    = + +l l

    2.1 Where b = Friction coefficient of rotating components kl= Gain constant of load/generator = Inertia of flywheel The motor electrical circuit is governed by the equation

    ( ) t Ri L didt bemf

    = + +

    2.2

  • TECQUIPMENT CE110 SERVO TRAINER

    Page 2-16

    Where (t) is the motor input voltage R is the motor armature resistance L is the armature inductance i is the armature current and bemf is the motor back emf The back emf and the motor torque can be written in terms of the motor constant km, thus

    bemf m

    m m

    k

    k i

    =

    =

    2.3

    Combining Equations 2.1, 2.2 and 2.3 by taking Laplace transforms and eliminating variables yields the transfer function relating the output speed (s) to the input voltage v(s) and the load voltage vl(s)

    ( )

    ( )( )( )

    ( )( )

    ( ) ( )sk s

    sI b sL R kk R sL

    sI b sL R ksm

    m m=

    + + +

    +

    + + +2 2l

    l

    2.4

    The transfer function simplifies if the inductance L of the armature circuit is assumed to be small compared with the inertia of the flywheel. This gives the first order transfer function

    ( ) ( ) s k sTs

    k sTs

    m=

    +

    +

    ' ' (1 1

    l l )

    2.5a Where time constant T is given by

    T IRbR km

    =

    + 2

    and

    k kbR km

    m

    m' =

    + 2

    k k RbR km

    'l l=+ 2

    2.5b

  • TECQUIPMENT CE110 SERVO TRAINER

    Frequently, we will consider the situation when the servo-control system only has an inertial load. In this case vl(s) = 0 and Equation 2.5 simplifies to

    ( ) ( ) sk

    Tssm=

    +

    ' ( )1

    2.6

    2.2.3 Servo-System Modelling: Position Control System With the electric clutch engaged, the gearbox and output position shaft are connected to the main shaft as shown in Figure 2.11

    Figure 2.11 Servo Control System: Clutch Engaged The output shaft position (), is related to the main shaft velocity () by:

    ( ) ( )s ss

    =

    30

    2.7

    Where the constant '30' is associated with the 30:1 reduction in speed through the gearbox. Note that the addition of the gearbox load will also change the gain and time constant characteristics of Equations 2.5 and 2.6. Equations 2.5 and 2.6 are used together to provide the system model of the servo-control system dynamics.

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    2.2.4 Actuator and Sensor Characteristics When the servo-control system is used as a feedback control system the motor speed, , is controlled (or actuated) by adjusting the applied voltage to the motor drive amplifier, v. Likewise, the shaft speed and angular position are sensed by transducers which produce output voltages. y and y which are proportional to the shaft velocity,, and position, , respectively.

    Figure 2.12 Schematic Representation of Servo Control Feedback System The overall system may be represented schematically as shown in Figure 2.12. The motor voltage, v, and the shaft speed, , are related by a steady state actuator characteristic which is assumed to be linear (more will be said of this assumption in section 2.3). The velocity sensor and angular position sensor also have linear characteristics, as shown in Figures 12.13a, b, and c.

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  • TECQUIPMENT CE110 SERVO TRAINER

    Figure 2.13a Speed vs Motor Input Voltage

    Figure 2.13b Sensor Output vs Shaft Speed

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    Figure 2.13c Sensor Output vs Shaft Position If ki, k, k are the motor, velocity sensor and angle sensor gain constants respectively, then

    =

    =

    =

    k

    y k

    y k

    i

    2.8 Note that ki is, as stated previously a steady state gain constant which, from Equation 2.5, is equal to the gain k'm obtained from the modelling exercise. Combining Equations 2.6 and 2.8 gives the standard first order system transfer function.

    ( ) ( ) ( )y sG

    Tsv s = +

    1

    1

    2.9

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  • TECQUIPMENT CE110 SERVO TRAINER

    Page 2-21

    Where G k ki1 = , is the steady state gain of the transfer function from the

    In addition, the sensed output shaft position lated to the sensed velocity y by

    input drive voltage, v, to the sensed shaft position, y.

    y is re

    ( ) ( )y s Gs

    y s = 2

    2.10

    where

    G kk2 30

    =

    hen the overall transfer function for the servo-control system can be drawn

    as in Figure 2.14 and written thus:

    2.10b

    T

    ( ) )( ( )y sG G

    s Tsv s = +

    1 2

    1

    2.11

    Figure 2.14 Overall Transfer Function for Servo Control System

    se in loading due to the earbox, the value of G1, T will be changed when the clutch is engaged and e gearbox and output position shaft are connected.

    Again it should be noted that, because of the increagth

  • TECQUIPMENT CE110 SERVO TRAINER

    2.2.5 Measurement Of System Characteristics Motor and Sensor Characteristics The motor steady state characteristic, and the speed sensor characteristics are obtained by running the motor at various velocities and recording the corresponding voltages. These are then plotted to obtain the characteristics, as shown in Figure 2.13. The angular position sensor is likewise obtained by rotating the output shaft (using the motor) to various positions, recording the corresponding voltages and plotting to obtain the characteristics. Note that all the servo-control system characteristics are approximately linear. The output and gains will, however, change slightly over a period of time. This phenomenon is known as drift and is not uncommon in industrial sensors and actuators. The motor characteristics will change significantly according to operating conditions. Specifically, the gain G1, and the time constant T will change when the clutch connecting the gearbox and output position shaft is activated. Also, the servo-control system allows for the inertial load to be varied by altering the flywheel thickness (mass) by adding or removing discs. This will alter the inertia I and hence (via Equation 2.5b) the system time constant, T.

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    System Dynamic Characteristics: Step Response Method. For a first order system, like the servo-control transfer function for shaft speed, the gain G1 and time constant T can be obtained from a step response test as follows: With reference to Figure 2.15, the gain is determined by applying a step change, with amplitude U, to the input of a system. The final, or steady state, value of the output will be the product U x G1, from which the gain can be relatively determined. The time constant T is defined as the time required for the step response of the system to reach 0.632 of its final value.

    Figure 2.15 Step Response

    This method is generally easy to use, and gives reasonably accurate results, provided the system characteristic is known to be first order. System Dynamic Characteristics: Direct Calculation An alternative to step response testing is to measure the system characteristics individually and then use Equations 2.5b to calculate the gain and time

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  • TECQUIPMENT CE110 SERVO TRAINER

    constant of the process. This method requires a knowledge of the system model (from Sections 2.2.2 and 2.2.3) and the ability to make basic measurements of system parameters. In the case of the servo-control system and with reference to Equations 2.5b, it is possible to determine the parameters by either experimentation, direct measurements, or use of manufacture's data sheets (in the case of the motor characteristics). In practice however, the time required and inaccuracy of certain measurements (especially the friction coefficient, b) mean that direct calculation of the system dynamic characteristics would only be undertaken if a detailed simulation of the process was required. We will use step response testing methods in this manual. 2.2.6 Controller Design: Angular Velocity Control Figure 2.16 represents a velocity control system in block diagram form.

    Figure 2.16 Velocity Control System The aim of the feedback controller is twofold. First it is to bring the output speed, y, into correspondence with the reference speed yr. This necessitates finding ways of making the error, e, under steady operating conditions. The second aim of the controller is to alter the dynamic behaviour of the servo-system to improve the speed of response to changes in the reference speed. This requires us to find ways of altering the system dynamic response via feedback control. We will consider the steady operating performance separately below.

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  • TECQUIPMENT CE110 SERVO TRAINER

    Page 2-25

    Steady State Errors

    A main reason for applying feedback control to a system is to bring the system output into correspondence with some desired reference value. The theory developed in Section 2.1.2 'Control Principles' has already explained that there is often some difference between the reference and the actual output. In this Section we see how these errors are quantified when the steady state has been reached. The steady error ,ess, is a measure of how well a controller performs in this respect. The steady state is defined as,

    ( )[ ]e esst

    =

    lim t

    e s

    2.12

    Where the error, e(t), is the difference between the reference Set Speed value and the actual output, as shown in Figure 2.16. Equation 2.12 can be re-written in the frequency domain as,

    ( )[ ]e ssss

    =

    lim .

    2.13

    For a constant set speed or reference input yr, the steady state error (from Figure 2.16) is,

    ( ) ( )ey

    K s G sssr

    s=

    +

    lim 1 1.

    2.14 Where K(s) is the controller transfer function and G(s) is the servo system transfer function. If proportional control only is used then,

    ( )K s Kp= and,

    ( )ey

    K G sssr

    ps=

    +

    lim 1 1.

    2.15

  • TECQUIPMENT CE110 SERVO TRAINER

    Thus proportional control for the servo control system will involve a steady error which is inversely proportional to the gain, Kp. If proportional plus integral (PI) control is used,

    ( )K s K Kspi

    = +

    and,

    ( ) ( )es y

    s K s K G sssr

    p is=

    + +

    =lim

    .. . 1

    0

    2.16

    Thus, with proportional plus integral (PI) control, for the servo system speed transfer function the Steady State Error is zero. Dynamic Response The effect of feedback upon the dynamic response of the servo control system velocity controller can be seen from a consideration of the closed-loop transfer function. From Figure 2.16 it is possible to write

    ( ) ( ) ( ) ( )( ) ( )y sK s G s y s

    K s G sr

    = +1

    11

    2.17 Recall that the speed transfer function is, from Equation 2.9,

    ( )G s GTs1

    1

    1=

    +

    2.18 With proportional control, the closed-loop transfer function is obtained by combining Equations 2.17 and 2.18 to give

    ( ) ( )y s k GTs k G

    y spp

    r = + +

    1

    11

    2.19

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  • TECQUIPMENT CE110 SERVO TRAINER

    or

    ( ) ( )y s GT s

    y scc

    r = +1

    1

    1

    11

    2.20a

    Where the closed-loop gain is Gc11 given by:

    GK Gk Gcp

    p11

    1

    11=

    +

    2.20b and the closed-loop constant is Tc11 given by:-

    T Tk Gc p

    11 1 1=

    +

    2.20c From Equation 2.20c it can be seen that the closed-loop speed of response can be increased by reducing the time constant Tc11 . This in turn is achieved by

    increasing the proportional gain kp. If the system controlled by a proportional plus integral controller, the closed-loop system is given by

    ( ) ( ) ( )y s k k s GTs k G s k G

    y si p

    p ir =

    +

    + + +

    12

    1 11( )

    2.21

    By comparing the denominator of Equation 2.21 with the standard expression for the denominator of a second order transfer function:-

    ( ) ( )y ss s

    y snn n

    r=+ +

    2

    2 22

    2.22 it is possible to show that

    nik GT

    2 1=

    2.23 and

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  • TECQUIPMENT CE110 SERVO TRAINER

    Page 2-28

    21 1 n p

    k GT

    =

    +

    Thus by use of Equation 2.23, it is possible to achieve a desired increase in system transient response performance in terms of a second order closed-loop response. This is done by selecting ki and kp to give desired values of n and 2.2.7 Controller Design: Angular Position Control Figure 2.17 represents the possible block diagram configuration for feedback control of angular position.

    Figure 2.17 Feedback Control of Angular Position Notice that the control system has two feedback loops. An inner loop feeds back a proportion, kv, of the system velocity, while an outer (position) loop feeds back the sensed output position y(s). The role of the inner velocity loop is to improve transient performance of the overall system. This can be seen by considering the overall closed-loop transfer function with proportional control, such that ; ( )K s k p=

    ( ) ( )y sk G G y s

    s T s k G k G Gp r

    v p =

    + + +

    1 22

    1 11( )

    2

    2.24

  • TECQUIPMENT CE110 SERVO TRAINER

    Again this can be compared with the standard second order Equation (Equation 2.22) and the following results obtained:

    np

    nv

    k G GT

    k GT

    2 1 2

    12 1

    =

    =

    +

    2.25

    By selecting kp and kv appropriately it is possible to obtain the desired dynamic performance, as specified by n and . Note that when kv=0 (i.e. there is no velocity feedback) it is not possible to specify the damping factor; this can lead to very oscillatory behaviour when the system proportional gain is increased. 2.2.8 Controller Design: Disturbance Rejection

    Figure 2.18 Velocity Control System Consider the velocity control system discussed in Section 2.2.6, but with the servo-system model extended as indicated by Equation 2.5a to include the effect of the generator load. Figure 2.18 shows this situation. The load disturbance transfer function is (from the second term on the right hand side of Equation 2.5a):

    Page 2-29

  • TECQUIPMENT CE110 SERVO TRAINER

    ( ) ( )G sG

    Tsli

    =

    + 1

    2.26 where G k . l l

    '=

    The closed-loop equation for the system, including the influence of the generator load is, from Figure 2.18, given by

    ( ) ( ) ( )( ) ( ) ( )( )( ) ( ) ( )y s

    G s K sG s K s

    y sG sG s K s

    v sr = +

    +1

    1 11 1l

    l

    2.27 Proportional Compensation: If proportional control is applied, then K(s) = kp and if kp is large then the effect of the load change upon the output will be small. In fact the larger kp is the smaller the effect of the load change upon y. Integral Compensation: If integral plus proportional control is applied, then if a load is applied the integral term will integrate any non-zero error until the effect of the load is removed. This can be seen by writing the closed-loop equation for Figure 2.18 with proportional and integral control:-

    ( ) ( ) ( )( )y s k sk G

    Ts k G s k Gy s

    sG v sTs G k s k G

    i p

    p ir

    p i =

    +

    + + +

    + + +

    ( )( )

    12

    1 12

    1 11 1l l

    2.28

    The numerator of the load disturbance term contains a term s (i.e. a zero at the origin) which indicates that for constant load voltages l(s), the effect upon y(s) will be zero in the steady state.

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    Feed Forward Compensation: From the previous paragraphs it is seen that proportional control reduces the effect of load changes and integral control action removes the steady state effect of loads. There is, however, a way of reducing the effect of load changes even more. This involves feeding a signal proportional to the load demand into control action. This is called Feed Forward control and is shown in block diagram form in Figure 2.19

    Figure 2.19 Feed Forward Control The idea of Feed Forward control is to take a proportion of the load voltage v and after passing it through a suitable controller Kf(s), add it to the motor input voltage, v, such that it compensates for the effect of the load upon the speed, y. By correctly selecting Kf(s) it is possible to completely compensate for the influence of the load voltage vi. This is done by selecting Kf(s) such that,

    ( )K s G sG sf

    =l ( )( )1

    2.29 From the equations defining Gl(s) and G1(s), (Equations 2.26 and 2.29 respectively) the feed forward controller required to exactly cancel the load disturbance is a constant Kf, given by

    K GGf

    =l

    1

    2.30

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    Thus by calculating Kf according to Equation 2.30 it is possible to exactly cancel the effect of changing load upon the speed signal. In practice, Kf is often selected experimentally, to approximately remove disturbances and combined with a proportional plus integral controller which removes the remainder of the load effects. 2.3 Advanced Principles Of Control: Non-Linear System Elements The treatment of the servo-control problem thus far has considered the system to be linear. In a practical servo-system, however, a number of non-linearities occur. The most frequently occurring forms of non-linearity are incorporated into the servo-system in a block of simulated non-linearities. The non-linear elements can be connected in series with the servo-motor in order to systematically investigate the influence which non-linearities have upon practical system performance. 2.3.1 Amplifier Saturation

    Figure 2.20 Saturation In a practical electronic amplifier for a servo-motor drive there are maximum and minimum output voltages which cannot be exceeded. These maximum and minimum values are due to the limitation imposed by the values of the amplifiers. For example, if the power supply to an amplifier provides 15 V,

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    then the amplifier output cannot exceed these limits, no matter what the gain of the amplifier. This feature is termed 'Saturation' and is illustrated in Figure 2.20. The saturation amplifier works normally with a specified linear gain relationship between the input voltage, vi, and the output voltage, vo, for inputs in the range -vmin and vmax. Beyond these limits, the output voltage, vo, is constant at either vmax. or vmin. The servo motor drive amplifier saturates at 10V, but in order to show separately the effects of saturation the non-linear element block incorporates a saturation element (Figure 2.21).

    Figure 2.21 Saturation Element The saturation block is switched into the circuit using the enabling switch. With the saturation disabled the input signal passes through the saturation block unmodified. The gain of the saturation amplifier is unity and the voltage at which the amplifier saturates is controlled by a calibrated 'level control'.

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    2.3.2 Amplifier Dead-Zone A further feature of a practical amplifier is the dead-zone (or dead-band as its is sometimes called), whereby the amplifier output is zero until the input exceeds a certain level at which the internal losses are overcome, i.e. mechanical losses such as 'stiction'. Hereafter, the amplifier behaves normally. Figure 2.22 shows a typical dead-zone amplifier characteristic.

    Figure 2.22 Typical Dead-Zone Characteristic Amplifier dead-zone characteristics are inherent in motors in which a certain (minimum) amount of input is required in order to turn the motor against friction and other mechanical losses. Once the motor begins to turn, the amplifier and motor respond in the normal linear way. The servo motor amplifier has a small dead-zone, but in order to show separately the effects of dead-zone the non-linear element block incorporates a dead-zone element (Figure 2.23).

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  • TECQUIPMENT CE110 SERVO TRAINER

    Figure 2.23 Dead-Zone Controls

    The dead-zone block is switched into circuit using the enable switch. With the dead-zone disabled the input signal passes directly through the dead-zone block unmodified. The gain of the dead-zone element is the linear region is unity, and the dead-zone width and location can be controlled by 'width' control and 'location' control (Figure 2.23). 2.3.3 Anti-Dead-Zone (Inverse Dead-Zone)

    Figure 2.24 Inverse Non-Linearity Anti-Dead-Zone Characteristic

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    One way in which the non-linear characteristics can be compensated for is by using an inverse of the non-linearity characteristics. In the specific case of a dead-zone non-linearity, the corresponding inverse non-linearity is the anti-dead-zone characteristic shown in Figure 2.24. By selecting the anti-dead-zone levels vap and -van to correspond to the dead-zone levels vdp and vdn the two non-linearity cancel exactly. In order that the effects of anti-dead-zone can be demonstrated the non-linear element block incorporates an anti-dead-zone element (Figure 2.25).

    Figure 2.25 Anti-dead-Zone Block The anti-dead-zone block is switched into circuit using the enable switch. With the anti-dead-zone disabled the input signal passes directly through the anti-dead-zone block unmodified. The gain of the anti-dead-zone element in the linear region is unity and the anti-dead-zone 'width' and 'location' can be adjusted by the 'width' control and the 'location' control . These are shown in Figure 2.25. 2.3.4 Hysteresis (Backlash) A common and yet unwelcome form of non-linearity in mechanical drives is hysteresis or backlash. This form of non-linearity is caused by worn or poor tolerance mechanical couplings (usually gearboxes) in which the two elements of the coupling separate and temporarily lose contact as the

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  • TECQUIPMENT CE110 SERVO TRAINER

    direction of movement changes. This can be illustrated with reference to Figure 2.26, in which the worn or incorrectly meshed gears temporarily lose contact during a change in direction of the driving gear. As a result the driven (or output) gear remains stationary until the driving (or input) gear has traversed and made contact again with the driven gear. The region where no contact exists is termed the 'backlash gap'.

    Figure 2.26 Hysteresis or Backlash

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    Figure 2.27 Input/Output Characteristic of a Hysteresis/Backlash Device The input/output characteristic of a hysteresis/backlash device is shown in Figure 2.27. Notice that the hysteresis is a 'directional' non-linearity in that the output signal depends upon the direction of change of the input signal and (during the backlash gap) the post direction of change. The servo-system gearbox has been selected to have a small hysteresis characteristic, such that backlash in the servo-system should not be a problem. However, in order to show the effects of hysteresis, the non-linear element block incorporates a hysteresis element to add realism to the system. The hysteresis block is switched into the circuit using the enable switch. With the hysteresis disabled the input signal passes directly through the hysteresis block unmodified. The magnitude of the hysteresis is adjusted by the 'backlash' control, as shown in Figure 2.28.

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    Figure 2.28 Backlash Gap (Hysteresis) Control 2.3.5 Composite Non-Linearities The phenomena of dead-zone, saturation and hysteresis often, unhappily, occur together in a system. The combined effects of these non-linearities can be introduced with the non-linear blocks by switching in the desired combination of non-linearities. For example, a saturating non-linearity with dead-zone can be produced by enabling these blocks and adjusting the controls appropriately. Care should be taken to ensure that the composite non-linearity is practically reasonable. For example, the dead-zone width should always be less than the level at which saturation occurs. Used together with the servo-system motor the non-linear blocks enable the demonstration of important limitations to control system design caused by non-linearity.

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    SECTION 3.0 DIGITAL CONTROL TECHNIQUES In this Section we consider basic ideas and methods used in digital control techniques and outline the digital form of the algorithms which may be applied to the CE110 Servo Trainer. 3.1 Fundamental Digital Control Principles Microprocessors and computers have become increasingly important tools for the engineer in recent years for design, data analysis and other routine purposes. However, it is in the field of system control that these devices have had the most significant impact on most branches of science and engineering. The speed and flexibility of operation enables them to be programmed for a much wider range of eventualities than their equivalent analogue circuits. Software may be written to generate control functions based on the error between actual and demanded values of the variables such that the optimum transient response and steady state condition is attained. As with any system which requires accurate control, whether digital or analogue, the system must include some method of measuring the relevant physical parameters and then be able to respond to any changes so detected. In a computer controlled system, the transducer signals are converted into the required digital format and then fed to the input port of the computer.

    Figure 3.1 Under software control the computer then interprets and compares this data with a programmed demand value held in memory and uses the result to affect it's response, as shown in Figure 3.1.

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    There are, however, disadvantages in using digital techniques in control applications. These mainly arise because of the periodic sampling of the data and also the subsequent update of the output signal. Nevertheless, provided the normal precautions on sample rate selection are followed, digital control can produce excellent results. In the sub-sections which follow we will illustrate how common digital control algorithms are obtained and provide guidance on such issues as sample rate selection. 3.1.1 Representation of a Digital Controller The schematic diagram of Figure 3.1 can be re-drawn for control studies in the form shown in Figure 3.2 In Figure 3.2 the analogue to digital converters (ADC) are represented by sampling switches which close at T second intervals. The sample interval, T, is determined by the control system designer/programmer and selected

    such that the sampling frequency

    =

    T1fs Hz is at least twice the desired

    bandwidth of the control system. In Figure 3.2 the output signals y(t) and the reference signal yr(t) (assumed here to be generated externally), are sampled by the ADC system to become the sampled signals at the sample interval j, YJ and YRJ. The control signal at sample interval j, UJ, is output to the system via the digital to analogue converter (DAC). The DAC is represented by a sampler with a hold mechanism which holds the voltage on the output of the DAC until it is updated at the next sampled interval. In this way the controller algorithm output UJ is converted to the control signal u(t).

    Page 3-2

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    Figure 3.2

    Page 3-3

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    3.2 Software Implementation of a Three Term Controller The output of a three-term controller may be written as,

    u t e t K K e t d t Kde td tp i d

    ( ) ( ). ( ). .( )

    = + + Where, Kp, Ki and Kd are the coefficients of the proportional, integral and differential terms respectively. Varying each of these terms will directly affect the response of the controller and so careful selection is important. If any of these coefficients were to be set to zero, then the whole of the respective term will be removed from the overall control function. From the previous section it is clear that there are three possible control strategies that may require programming on the microcomputer.

    a. Proportional only b. Proportional and Integral c. Proportional, Integral and Derivative.

    Each one shall now be considered in turn, and developed into a flow chart as the first step in preparing a digital control program. In the following sections, each physical parameter is represented in the way it may be written into a computer program. This is not intended to be an alternative to the symbols used in Section 2, but instead a practical application of them. The symbols used are,

    YRJ Reference Signal at Sample Interval j YJ System Output at Sample Interval j EJ - Error Signal at Sample Interval j UPJ - Proportional Term of Control Signal at Sample Interval j UIJ - Integral Term of Control Signal at Sample Interval j UDJ - Differential Term Control Signal at Sample Interval j

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  • TECQUIPMENT CE110 SERVO TRAINER

    KP - Proportional Constant KI - Integral Constant KD - Differential Constant UJ - Combined Three-Term Controller Output at Sample Interval j

    3.2.1 Proportional Control This is the simplest form of control and requires the computer to multiply the error signal by a constant value, KP.

    Figure 3-3

    From Figure 3-3, the control equation for the computer program can be used to express the Proportional constant as,

    UPJ EJ KP= Where,

    EJ YRJ YJ=

    The flowchart shown in Figure 3.4 illustrates how such a procedure would be implemented on a microcomputer. It shows a simple implementation of the control loop whereby the computer outputs the control signal to the DAC and then simply waits for the sample interval to end before commencing the control actions again.

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    Figure 3-4

    Page 3-6

  • TECQUIPMENT CE110 SERVO TRAINER

    This form of controller implementation is very wasteful of computer time and would only be used in the simplest of microprocessor implementations. In all other situations the computer would be interrupt driven. In this mode of operation the computer would be performing some main task (such as updating the computer display) and this task would be interrupted every T seconds in order to perform the control task for that sample interval. Upon completion of the control task the computer would resume its main task again. 3.2.2 Proportional and Integral Control The additional control function is the integration term. If the process of integration and its meaning is examined in discrete time format, then,

    dt T This may be graphically represented as shown in Figure 3.5. In the form of a mathematical series this becomes,

    ++=0

    etc......T)1(fT)0(fdt)t(f

    or,

    f t d t f t T( ) ( )= From Figure 3.5 the discrete approximation to the integral term is a summation of all the errors up to the present sample interval. Thus, at the jth sample interval, the time is

    J T such that;

    =

    =

    +=TJ

    0

    J

    0N

    1J

    0N

    TENTEJTENdt)t(E

    Page 3-7

  • TECQUIPMENT CE110 SERVO TRAINER

    Figure 3-5

    If we define the integral component of the controller output at time step J to be UIJ, then we can write as follows

    UIJ EN TN

    J

    =

    =

    0

    or ( )UIJ EJ T UI J= + 1

    Where UI(J-1) is the integral controller component at the previous (j-1)th sample interval. A flow chart for a PI controller is shown in Figure 3.6. Note that normally the digital PI controller would have protective software to prevent it overflowing or under flowing numerically. This "anti-wind up" software is present in all commercial implementations.

    Page 3-8

  • TECQUIPMENT CE110 SERVO TRAINER

    Figure 3-6

    Page 3-9

  • TECQUIPMENT CE110 SERVO TRAINER

    3.2.3 Proportional, Integral and Derivative Control The additional function for this mode of control is the derivative of the error signal,

    dtde.KDED =

    Again, in discrete time intervals the equation becomes,

    TE.KDED =

    This is shown graphically in Figure 3.7.

    Figure 3.7

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  • TECQUIPMENT CE110 SERVO TRAINER

    Figure 3.8

    Page 3-11

  • TECQUIPMENT CE110 SERVO TRAINER

    Page 3-12

    The sample interval T is constant, because the sampling periods are equal, and so it can be included in the value of KD. This eliminates the need for division in a machine code program and saves computation time generally. The change in error at the jth sample interval, EDJ, is given by;

    EDJ EJ E J= ( )1

    where E J( 1) is the error at the previous time step. The control function for derivative control may be expressed as,

    UDJ KD EJ E J= ( ( 1))

    The total PID output expression becomes,

    UJ UPJ UIJ UDJ= + + A flowchart to implement the PID algorithm is given in Figure 3.8. 3.3 Implementation of Computer Control In a practical software package, the above procedure would need to be embedded within a much larger program so that essential facilities such as displaying the current input/output/scaling parameters, allowing them to be amended as required, data logging, and so on, are included.

  • TECQUIPMENT CE110 SERVO TRAINER

    SECTION 4.0 EXPERIMENTATION 4.1 Introduction The experiments described in this section are designed to provide full practical support to the theory given in Sections 2 and 3 of this manual. These experiments, when used in conjunction with the theory, may be considered as a self-contained course in practical control principles and applications. Additionally, once the basic principles have been investigated and understood, the equipment may be easily configured to illustrate a wider range of control topics. This may be necessary to comply with the experimental requirements of a particular syllabus. In each experiment it is assumed that the CE110 Servo Trainer is used in conjunction with the CE120 Controller. For any other combination it will be necessary to modify the instructions provided. It is recommended that each student is supplied at the beginning of the experimental session with a photocopy, or similar, of the relevant experiment. Accordingly, TecQuipment Ltd give their permission for any part of this manual to be copied provided that it is for internal college use only. On completion, the results, graphs and conclusions can then be compared and commented upon against the typical results provided in Section 5. The experimental connection diagrams are given for each experiment to both reduce setting up time as well as simplifying the presentation. This will not only increase the proportion of each laboratory period spent performing the experiments but will also provide a better understanding of what is being achieved by each configuration. It is, however, important that care is taken to identify the correct sockets before a connection is made to achieve the required circuit and performance. It is recommended that the experiments are completed in the order given since the performances of the later assignments are to be compared with the earlier, more basic, ones.

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  • TECQUIPMENT CE110 SERVO TRAINER

    The blank experimentation circuit diagram provided in Appendix 1 is to allow users to develop their own test circuits. May we suggest that you photocopy the original outline drawings of the CE110/120 and then add the required connection leads. In this way the original may be used to produce an indefinite number of copies. The CE110 Servo Trainer/CE120 Controller combination has been designed to provide a totally self-contained control system, with all devices and facilities required to assemble and investigate a wide range of control situations. However, the experiments provided may be additionally enhanced by the use of commonly available laboratory equipment, such as oscilloscopes and XY/Yt recorders. In the experiments provided, where a transient response is required to be analysed, the use of an optional Yt Chart Recorder has been recommended. Any additional instruments should be suitably connected to the experimental circuits provided - adapters are provided to change from the 2mm connection format used throughout the CE Range to either a 4mm or BNC format. In many cases it may be found convenient to use the Digital Section of the CE120 Controller (and the software supplied) to monitor system performance. By connecting the A-D inputs (up to eight are available) to the relevant points in the analogue control systems, facilities are readily available via a computer to not only acquire and display data but also to 'save' it for later consideration. Throughout the experiments the user will be also be able to produce graphical hard copy of each experiment via a printer.

    IMPORTANT

    The performance of this equipment, as with any other scientific instrument, is dependent upon it being connected a reliable and stable voltage mains supply. The Serial Number Plate, mounted at the rear of the unit, defines the correct power supply requirements. Should the power supply vary during usage, for whatever reason, it must be anticipated that the performance of the equipment will be affected and the quality of the results impaired. In extreme cases it may be necessary to consider the use of a voltage stabilising device. TecQuipment can accept no responsibility for damage caused to equipment which is connected to an unsuitable supply voltage.

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  • TECQUIPMENT CE110 SERVO TRAINER

    4.2 Experiment 1: Basic Tests and Transducer Calibration Object: The object of this experiment is to calibrate the circuits of the Servo Trainer, namely the input actuator (the motor circuit) and also the output sensors (the speed and angular position sensors) Apparatus: CE110 Servo Trainer CE120 Controller

    IMPORTANT Access is gained to the inertial load of the CE110 Servo Trainer, by a door to

    the rear left of the front panel. When operating the equipment you should ensure that the selected inertial load is firmly secured by the knurled nut provided and that the access door is firmly closed. The access door has a

    micro-switch which prevents the motor turning when the door is open. It is important therefore when closing the door to ensure the door is firmly shut

    and the micro-switch is engaged. Procedure Part 1 Motor Calibration Characteristic Connect the equipment as shown in Figure E1.1 Initial Control Settings: CE110 Clutch disengaged (i.e. position shaft not connected). Rear access panel firmly closed (check micro-switch contact is made) Smallest inertial load installed. (No additional discs). CE120 Potentiometer in the centre position and reading 0 V. Slowly increase the potentiometer voltage (turning the potentiometer control clockwise) until the motor just starts to turn. This is the size of the positive dead-zone for the motor drive amplifier, enter it into the second row of the Table (E1.1) provided. Increase the potentiometer to 1 V, record the corresponding motor speed from the speed display on the CE110 front panel.

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  • TECQUIPMENT CE110 SERVO TRAINER

    Figure E1.1 Enter your results in Table E1.1. Increase the potentiometer voltage in 1V steps to 10V and record the corresponding speed in Table E1.1. Repeat the procedure with negative voltages. Repeat the above procedure with the clutch engaged, and complete Table E1.2. Avoid running the Servo Trainer at high speed for prolonged periods with the clutch engaged, as this may cause excessive wear of the gearbox. Plot the results from Table E1.1 and Table E1.2.

    Page 4-4

  • TECQUIPMENT CE110 SERVO TRAINER

    Motor Drive Voltage (V) (Positive)

    Motor Speed (rpm)

    Motor Drive Voltage (V) (Negative)

    Motor Speed (rpm)

    0 0 0 0 Dead-Zone Size= 0 Dead-Zone Size= 0

    1 -1 2 -2 3 -3 4 -4 5 -5 6 -6 7 -7 8 -8 9 -9 10 -10

    Table E1.1 Motor Drive Calibration (Clutch Disengaged)

    Motor Drive Voltage (V) (Positive)

    Motor Speed (rpm)

    Motor Drive Voltage (V) (Negative)

    Motor Speed (rpm)

    0 0 0 0 Dead-Zone Size= 0 Dead-Zone Size= 0

    2 -2 3 -3 4 -4 5 -5 6 -6 7 -7 8 -8 9 -9 10 -10

    Table E1.2 Motor Drive Calibration (Clutch Engaged)

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  • TECQUIPMENT CE110 SERVO TRAINER

    Part 2: Speed Sensor Setting Connect the equipment as shown in Figure E1.2

    Figure E1.2

    Page 4-6

  • TECQUIPMENT CE110 SERVO TRAINER

    Initial Control Settings: CE110 Clutch disengaged Rear Access panel firmly closed Smallest Inertial load installed. (No additional discs). CE120 Potentiometer in the centre position and reading 0 V. Slowly increase the potentiometer voltage until the speed sensor reads 1 V. Enter the corresponding speed reading in Table E1.3. Repeat the process in steps of 1 V for positive and negative speed sensor readings in the range 9 V to +9 V. Plot your results.

    Motor Speed (rpm)

    (Positive)

    Speed Sensor Output

    (V)

    Motor Speed (rpm)

    (Negative)

    Speed Sensor Output

    (V) 1 -1 2 -2 3 -3 4 -4 5 -5 6 -6 7 -7 8 -8 9 -9

    Table E1.3 Speed Sensor Calibration

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  • TECQUIPMENT CE110 SERVO TRAINER

    Part 3: Angular Position Transducer Calibration Connect the equipment as shown in Figure E1.3

    Figure E1.3

    Page 4-8

  • TECQUIPMENT CE110 SERVO TRAINER

    Initial Control Settings: CE110 Clutch Engaged: Rear Access panel firmly closed Smallest inertial load installed CE120 Potentiometer in the centred position and reading 0V output. Increase the potentiometer voltage slowly until the output shaft begins to turn. Measure the angular position sensor output at angular increments of 30 starting at -150 and enter your results in Table E1.4 (Hint: with the output shaft turning at a slow but steady speed, disconnect the potentiometer from the motor drive input and position the output shaft at the desired angle by manually making and breaking the connection to the motor drive). Plot your results.

    Indicated Angle () Position Sensor Output (V)

    -150 -120 -90 -60 -30 0 30 60 90 120 150

    Table E1.4 Output Shaft Angular Position Sensor Calibration

    Conclusions: In completing this experiment you will have familiarised yourself with the Servo Trainer's main functions and measured their characteristics. You should comment on these characteristics (e.g. are they linear?) and discuss why the motor drive characteristic differs with the clutch engaged and disengaged.

    Page 4-9

  • TECQUIPMENT CE110 SERVO TRAINER

    4.3 Experiment 2: Response Calculating and Measurements Object: The object of this experiment is to determine the gain, G1 and time constant, T, of the servo-motor transfer function with differing inertial loads where the servo motor transfer function is given by

    yv

    GTs

    =

    +1

    1

    and y = the speed sensor output voltage v = the motor drive input voltage Apparatus: CE110 Servo Trainer CE120 Controller Chart Recorder Procedure: Part 1 Motor Drive Input to Speed Sensor Output Gain Characteristic The steady state gain relating the motor drive input voltage to the speed sensor output voltage may be calculated by combining the results of Parts 1 and 2 of Experiment 1. Alternatively, the characteristic may be measured directly as detailed in the following procedure. Connect the equipment as shown in Figure E2.1 (do not make the dotted connection) Initial Control Settings: CE110 Clutch disengaged

    Rear Access panel firmly closed Smallest inertial load mounted. (No additional discs).

    CE120 Potentiometer in the centre position and reading 0 V.

    Page 4-10

  • TECQUIPMENT CE110 SERVO TRAINER

    Figure E2.1

    Increase the potentiometer voltage in steps of 1 V to 9 V, recording the corresponding speed sensor output (to do this disconnect the potentiometer/voltmeter connection and make the dotted connection), in Table E2.1.

    Page 4-11

  • TECQUIPMENT CE110 SERVO TRAINER

    Motor Drive Voltage (V) (Positive)

    Speed Sensor Output

    (V)

    Motor Drive Voltage (V) (Negative)

    Speed Sensor Output

    (V) 1 -1 2 -2 3 -3 4 -4 5 -5 6 -6 7 -7 8 -8 9 -9

    Table E2.1 Motor Drive Voltage/Speed Sensor Characteristics (Clutch

    Disengaged

    Repeat the process for voltages 1 V to 9 V. Repeat the procedure with the clutch engaged and enter the results in Table E2.2. Plot the results to obtain the required characteristics and measure the slope in order to obtain the steady state gain G.

    Motor Drive Voltage (V) (Positive)

    Speed Sensor Output

    (V)

    Motor Drive Voltage (V) (Negative)

    Speed Sensor Output

    (V) Dead-Zone Size= 0 Dead-Zone Size=

    0

    2 -2 3 -3 4 -4 5 -5 6 -6 7 -7 8 -8 9 -9 10 -10

    Table E2.2. Motor Drive Voltage/Speed Sensor Characteristics (Clutch Engaged)

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  • TECQUIPMENT CE110 SERVO TRAINER

    Part 2 Measurement of Time Constant Connect the equipment as shown in Figure E2.2

    D

    D

    D

    D

    D

    D D

    DD

    D

    DD

    D

    D DDD

    D

    DD

    D

    D

    I I I

    P P

    P P

    a

    PID

    A

    D

    D

    A

    D

    D

    D

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    1 2 3 4

    To Chart Recorder

    G M

    30:1

    10V10V

    0-10V

    0

    +ve

    -ve

    4

    2

    0 10

    8

    6

    10V

    4

    2

    0 10

    8

    6

    10V

    0

    +ve-ve

    4

    2

    0 10

    8

    6 108

    64

    2

    0 20

    1816

    14

    12

    10V

    Figure E2.2

    Page 4-13

  • TECQUIPMENT CE110 SERVO TRAINER

    Initial Control Settings: CE110 Clutch disengaged

    Rear access panel firmly closed No additional inertial loads mounted

    CE120 Potentiometer output set to 5 V. Function Generator set to square wave with frequency of 0.05 Hz and level 1 V

    The square wave from the function generator applies a step change of 1 V in either direction about the operating input of 5 V. The transitions in the square wave signal provide step changes in the input. The output of the speed sensor will therefore be a series of step responses. Connect the output of the speed sensor to a chart recorder and plot the step response (suggested chart speed 10mm/second or faster). Repeat the above procedure with each of the inertial loads installed. From the step responses calculate the time constant T of the servo-motor transfer function. Conclusions: Comment on the shape of the motor drive voltage to speed sensor output voltage characteristic. Discuss why the time constant for various inertial loads increases as the size of the load increases.

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  • TECQUIPMENT CE110 SERVO TRAINER

    4.4 Experiment 3: Proportional Control of Servo Trainer Speed Object: The object of this experiment is to implement a proportional controller of the Servo Trainer speed and to investigate the closed transient response, and the steady state errors. Apparatus: CE110 Servo Trainer CE120 Controller

    Chart Recorder Procedure: Part 1: Steady State Errors Connect the equipment as shown in Figure E3.1, this has the corresponding block diagram shown in Figure E3.2. Initial Controller Settings: CE110 Clutch Disengaged

    Large inertial load installed Rear Access door firmly closed.

    CE120 Potentiometer turned fully anti-clockwise (i.e. set to 0V output) PID Controller: Proportional gain set to 10 and switched in, Derivative and Integral blocks switched out. In this part of the experiment we seek to verify that the steady state error, ess, for a constant reference signal, yr, is given by:-

    e yk Gssr

    p

    =

    +1 1

    E3.1

    Page 4-15

  • TECQUIPMENT CE110 SERVO TRAINER

    D

    D

    D

    D

    D

    D D

    DD

    D

    DD

    D

    D DDD

    D

    DD

    D

    D

    I I I

    P P

    P P

    a

    PID

    A

    D

    D

    A

    D

    D

    D

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    1 2 3 4

    kP

    Error Signal, e(t)

    G M

    30:1

    10V10V

    0-10V

    0

    +ve

    -ve

    4

    2

    0 10

    8

    6

    10V

    4

    2

    0 10

    8

    6

    10V

    0

    +ve-ve

    4

    2

    0 10

    8

    6 108

    64

    2

    0 20

    1816

    14

    12

    10V

    Figure E3.1

    Page 4-16

  • TECQUIPMENT CE110 SERVO TRAINER

    Figure E3.2 First investigate whether the steady state error is proportional to the reference signal, yr. Increase the reference speed, as given by the potentiometer output, in steps of 1 V from 2 V to 10 V and record the corresponding errors signals in Table E3.1. Use Equation E3.1, the value of kp (10) and G1 calculated in Experiment 2 (use G1=1 if you have not done Experiment 2) to calculate the theoretical values of ess for the various values of yr and enter your results in Table E3.1 in the column provided.

    Potentiometer Setting (Reference Speed yr)

    (V)

    Measured Steady State Error Signal

    (V)

    Theoretical Steady State Error Signal

    (V) 2 3 4 5 6 7 8 9 10

    Table E3.1 Steady State Error For Various Reference Speeds

    Investigate whether the steady state error is inversely proportional to the controller gain kp. Set the potentiometer to give a reference speed signal, yr, of 5V. Vary the controller gain from 1 to 10 in steps of 1 and record the

    Page 4-17

  • TECQUIPMENT CE110 SERVO TRAINER

    corresponding error signal readings in Table E3.2. Use Equation E3.1 to calculate the theoretical values of the error for each kp value and enter the results in Table E3.2

    Potentiometer Controller Gain kp

    Measured Steady State Error Signal

    (V)

    Theoretical Steady State Error Signal

    (V) 1 2 3 4 5 6 7 8 9 10

    Table E3.2 Steady State Error for Various Controller Gains

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  • TECQUIPMENT CE110 SERVO TRAINER

    Part 2: Transient Response Connect the equipment as shown in Figure E3.3, this corresponds to the block diagram of Figure E3.4.

    D

    D

    D

    D

    D

    D D

    DD

    D

    DD

    D

    D DDD

    D

    DD

    D

    D

    I I I

    P P

    P P

    a

    PID

    A

    D

    D

    A

    D

    D

    D

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    S

    D

    D

    DD

    D

    1 2 3 4

    kP

    To ChartRecorder

    G M

    30:1

    10V10V

    0-10V

    0

    +ve

    -ve

    4

    2

    0 10

    8

    6

    10V

    4

    2

    0 10

    8

    6

    10V

    0

    +ve-ve

    4

    2

    0 10

    8

    6 108

    64

    2

    0 20

    1816

    14

    12

    10V

    Figure E3.3

    Page 4-19

  • TECQUIPMENT CE110 SERVO TRAINER

    Figure E3.4 Initial Controller Settings: CE110 Clutch disengaged Large inertial load installed Rear access door firmly closed CE120 Potentiometer set to 5V. Function generator set to square wave, frequency of 0.05Hz, offset 0V, level 1V. PID Controller Proportional controller kp=1, integral and derivative blocks switched out. In this part of the experiment we investigate how the transient response of the Servo Trainer is affected by the proportional controller gain kp. Use the square wave output to generate a series of step changes in reference speed and plot the corresponding speed response using the chart recorder (suggested time base 10mm/sec) for proportional gains of kp=0.5, 1,2,4. Calculate the closed-loop time constants, Tc11 , from the graph and compare the

    results with the theoretical values obtained using the equation.

    T Tk Gcl pl

    =

    +1 1