Post on 05-Mar-2020
Technische Universität München
Vorlesung „Elektrische Aktoren und Sensoren in geregelten Antrieben“
Drehzahl- und Positionsgeberals Rückführzweig in geregelten Antrieben
Prof. Dr.‐Ing. Ralph Kennel
(ralph.kennel@tum.de)
Elektrische Antriebssysteme und Leistungselektronik
2
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
3
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
Anwendungsbeispiel :
Haupt(spindel)antrieb(e)
für die Bearbeitungsenergie
Vorschubantriebe
für die Positionierung
Werkzeugmaschinen
Synchronmaschinen mit Drehgebern !!!
4
5
Synchronmaschinemit Drehgeber
6
Montageorte von Positionsgebern
7
Linear Scales
Advantages
• exact/direct measurement
• small disturbances
Disadvantages
• high cost
• low robustness
8
Encoders
encoder type ERN, Heidenhain
Advantages
• low cost
• high accuracy
(by gear ratio)
Disadvantages
• elasticities
and back-lash
(in the drive train)
are neglected
9
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
10
-
Feldschwächung
- -
-
M-Regler Strom-Regler
Feld-Regler
Ma-schinen-modell
ej
e-j
e-j
M3~
i
u
Encoder
n* i*q
i*d*
field controller
machine
modelfor asynchronous
machines
field
weakening
speed controller current
controllers
for synchronous
machines
„0“
AC drive control
11
- --
Drehzahl-regelung
Drehmoment-/StromRegelung
M3~
i
Lageregelung
Lagegeber
Tacho
Kommutierungssignale
s*
s
n* i*
n
position controllerspeed
controller
torque/current
controller
commutation signals
tacho generator
position encoder
digital control : a single encoder for all feedbacks !?!
(simplified) basic structure of a drive control
Velocity Sensors
Ralph Kennel
Tacho (Huebner Berlin)
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
TachogeneratorThe tachogenerator armature (= rotor) is
connected as torsionally rigid as possible to
the driving machine, whose speed is to be
detected.
As the armature rotates in the field of the
permanent magnets, voltages are induced in
the armature winding. These voltages are
tapped at the commutator with special
brushes (polarity dependent on direction of
rotation). Available at the terminals is a no-
load voltage U0 (n), which is proportional to
the speed.
This is physically a very linear characteristic !
For obtaining this signal, in difference to other
speed sensors an auxiliary power (voltage
supply) is not necessary.
uG(n)
n
Tachogenerator speed-voltage characteristic.
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
Tachogenerator
G uG(n)
RA
u(n)
LA
RL
R
C
A1
A2
equivalent circuit diagram of tachogenerator
with subsequent control electronics.
If the tachogenerator is loaded with the load resistance RL or load current IL (terminals A1 and
A2), the voltage is reduced by the voltage drop due to the armature resistance RA
U(n) = U0 (n) – I L · R A = U 0 (n) · R L/(R A + R L)
Usually the load resistance R L is significantly higher than the armature resistance R A ,
so that the following approximation applies
U(n) ≈U 0 (n) for RL >>RA
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
Tachogenerator
G uG(n)
RA
u(n)
LA
RL
R
C
A1
A2
equivalent circuit diagram of tachogenerator
with subsequent control electronics.
If the tachogenerator is loaded with the load resistance RL or load current IL (terminals A1 and
A2), the voltage is reduced by the voltage drop due to the armature resistance RA
U(n) = U0 (n) – I L · R A = U 0 (n) · R L/(R A + R L)
Usually the load resistance R L is significantly higher than the armature resistance R A ,
so that the following approximation applies
U(n) ≈U 0 (n) for RL >>RA
usually the rated output voltage of a tachogenerator
is specified with respect to a defined load resistor
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
Tacho (Huebner Berlin)
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
Tacho (Huebner Berlin)silver track
on commutator
good solution !
a brushed tachogenerator in a brushless drive
does that make sense ???
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
Ripple of tachogeneratorsThe tacho generator DC voltage is
superposed with small ripple
voltages upp, the frequency and
amplitude of which depends on
the speed, number of poles
(number of magnetic poles),
number of armature slots and
number of commutator segments.
Incorrect installation of the tacho
generator on the driving machine
can increase the ripple. For this
reason, special attention must be
paid to correct installation
ripple
incorrect mounting
20
(simplified) basic structure of a drive control
- --
Drehzahl-regelung
Drehmoment-/StromRegelung
M3~
i
Lageregelung
Lagegeber
Tacho
Kommutierungssignale
s*
s
n* i*
n
position controllerspeed
controller
torque/current
controller
commutation signals
tacho generator
position encoder
digital control : a single encoder for all feedbacks !?!
21
position controllerspeed
controller
torque/current
controller
commutation signals
tacho generator
position encoder
- --
M
3~
i
s*
s
n* i*
n
speed signal
position signal
current distribution
servo
motor
encoder
the encoder has to meet the requirements
with respect to all 3 (!) signal types
Requirements for Encoders
replacing 3 different systems
by a single encoder
has serious impact
on the requirements for the single encoders !!!
(because the needs of all feedback loops have to be fulfilled)
• commutation encoder
• tacho generator
• position encoder
22
23
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
Genauigkeit
Auflösung
differentielle
Genauigkeit
L ???
?
?
Zusammen-
hang
klar
J ! ?Zusammen-
hang
teilweise
klar
was ist das ???
Zusammenhang
unklar
24
25
Accuracy of Position/Speed Encoders
Position
difference between
the actual (real)
position (angle)
and the position (angle)
measured by the encoder
(e. g. position of lines)
Speed
difference between
the actual (real) speed
and the speed
measured by the encoder
(e. g. voltage of tacho
generator)
Position
number of different
positions (angles)
the encoder
is able to distinguish
(e. g. number of lines)
Speed
number of different
speeds
the encoder
is able to distinguish
(e. g. minimum voltage
of tacho generator)
26
Resolution of Position/Speed Encoders
27
28
29
0
dx
drrnr
Resolution and Accuracy of Incremental Encoders
(mathematical description)
• resolution
i
real
ireal,iref,
i
real
ireal,iref,
/ x
xxn
nx
xxa• (absolute) accuracy
1/
/
i
real
1-ireal,ireal,
i
real
i
real1-ireal,ireal,
x
xxn
nx
nxxx
a• (differential) accuracy
only absolute !!!a differential resolution
does not make any sense !
by any calcution it is not possible to make these equations identical
the respective characteristics are physically really different !!!
30
feedback sensor 1980‘s 1990‘s 2000‘saccuracy resolution accuracy resolution accuracy resolution
position sensorfor position control
medium medium
(10.000)
medium high
(100.000)
speed sensorfor speed control
low high medium high
position sensorfor current control
high low
(18)
high medium
(1.000)
very high
?very high
?
Development of Accuracy and Resolutionduring the recent decades
31
32
Requirements forSimultaneous Position and Speed Measurement(for being competitve to an analogue tacho generator)
of course, higher differential accuracy
can be gained by increasing the resolution
this means, however,
an extraordinary high resolution !
33
Requirements forSimultaneous Position and Speed Measurement(for being competitve to an analogue tacho generator)
position :
speed :
• accuracy of 0,001°
• speed range : 0,01 ... 20.000 rpm
• resolution : 0,001 rpm at speeds < 0,1 rpm
in combination with a controller cycle time of 50 µs
this results in a resolution demand for the encoder of 30 Bit !!
34
Resolution of position/speed encoders
during the recent decades
cost
$ 500
resolution
this point describes
the extraordinary
requirements (30 bits resolution)
mentioned before
35
cost
$ 500
resolution
Resolution of position/speed encodersduring the recent decades
incremental encoders were
the industrial standard
in the 1980‘s
36
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
Page
37
Resolver
Statorue
RotoruR
Statoru2
Statoru1
R1
R2
S1 S3
S4
S2
u2(
0
u1(
0
Tamagawa
injection of a
stationary (sinusoidal)
high frequency signal
sensing of a two-
dimensional
stationary (sinusoidal)
signal response
Page
38
Resolver
Statorue
RotoruR
Statoru2
Statoru1
R1
R2
S1 S3
S4
S2
u2(
0
u1(
0
injection of a
stationary (sinusoidal)
high frequency signal
sensing of a two-
dimensional
stationary (sinusoidal)
signal responseTamagawa
Page
39
Resolver
Statorue
RotoruR
Statoru2
Statoru1
R1
R2
S1 S3
S4
S2
u2(
0
u1(
0
injection of a
stationary (sinusoidal)
high frequency signal
sensing of a two-
dimensional
stationary (sinusoidal)
signal responseTamagawa
40
Resolution of position/speed encoders
during the recent decades
cost
$ 500
resolution
resolvers
are an industrial standard
in low performance
servo drives
today
SRS64
41
Tooth wheel encoder (reluctance resolver)
resolution :
500 000 positions
per revolution
(ca. 19 Bit)
42
43
44
inductive (magnetic) encoderHeidenhain
resolution :
18 Bit(262 144 positions
per revolution)
45
inductive (magnetic) encoder
Heidenhain
46
47
48
(Optical) Incremental Encoder
photo elements
optical grid
LED
ball bearing
reference
marker
encoder disc
Heidenhain
next slide
49
Measuring Principle of Optical Incremental Encoders
50
Incremental encoder (with rectangular signals)
Spur A
Spur B
4-fachAuswertung
Null-Impuls
LogikSpur B
Spur A
Drehrichtung
360°/p
4-fachAuswertung
track A
track A
track B
track B
multiplication
of resolution
zero
marker
4x resolution signal
direction
signal
processing
51
52
53
54
Encoder Discs (Optical Toothwheels)by nature : better differential accuracy good for speed control
a real incremental encoder
with rectangular output signal
has a characteristic more like right side !
55
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
56
Incremental encoder (with sinusoidal signals)
Spur A
Reference mark
Dig itale LogikSpur B
4-fach-Auswertung
Drehrichtung
360°/p
4-fach-Auswertung
Spur B
Spur A
direction
Spur A
Spur B
4-fachAuswertung
Null-Impuls
LogikSpur B
Spur A
Drehrichtung
360°/p
4-fachAuswertung
track A
track A
track B
track B
multiplication
of resolution
zero
marker
4x resolution signalsignal
processingdirection
57
58
Resolution of position/speed encodersduring the recent decades
cost
$ 500
resolution
high resolution optical encoders
are an industrial standard
in high performance
servo drives
today
Resolution of position/speed encoders
during the recent decades
59
60
61
62
63
Position Interpolation(Incremental Encoders with Sinusoidal Signals)
360° / line /pulse number (= 1 increment)
Track A
Tra
ck B
64
65
66
67
68
High Resolution Encoders with Sinusoidal Output Signals
in x-y Projection - Real Measurements
15
ROD 486-5000 RON 251-1000
6915
ROD 486-5000 RON 251-1000
by nature : better absolute accuracy good for position control
a real high resolution encoder
with sinusoidal output signal
has a characteristic more like left side !!
Accuracy of Resolver and Optical Encoder
70
71
cost
$ 500
resolution
resolvers as well as high resolution optical encoders
lie well below the „cost-line“ accepted by the market
Resolution of position/speed encoders
during the recent decades
72
Reasons for Good Control Behaviour
of Servo Drives with Digital Control
Commutation Effects of Brushless Tachogenerators
Effect of a Superposed Position Control Loop
Significance of Differential Accuracy
73
Reasons for Good Control Behaviour
of Servo Drives with Digital Control
Commutation Effects of Brushless Tachogenerators
Effect of a Superposed Position Control Loop
Significance of Differential Accuracy
74
75
76
77
Reasons for Good Control Behaviour
of Servo Drives with Digital Control
Commutation Effects of Brushless Tachogenerators
Effect of a Superposed Position Control Loop
Significance of Differential Accuracy
78
79
80
81
82
Reasons for Good Control Behaviour
of Servo Drives with Digital Control
Commutation Effects of Brushless Tachogenerators
Effect of a Superposed Position Control Loop
Significance of Differential Accuracy
see explanations above
83
84
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
85
cost
$ 500
resolution
Resolution of position/speed encoders
during the recent decades
which attempts have been made
to get further improvements ??
86
(Actual) Publications
• Wen-Hong Zhu, Tom Lamarche :
Velocity Estimation by Using Position and Acceleration SensorsIEEE-IES Transactions, vol. 54, No. 5, September/October 2007
(the need for a real speed signalleads to an additional acceleration sensor)
• Several years ago there was the proposal to usean additional analogue tacho generator
(with silver commutation track) as speed sensor
the problem still is not solved sufficiently
encoders
optical capacitivemagnetic
incremental
encoder
absolute
encoder
interferometric
encodervariable
electrodes
variable
dielectricum
Resolvers
with high
pole number
pseudo
absolute
encoder homodyne
interferometric
encoder
heterodyne
interferometric
encoderPRC coded
encoder
reflecting
encoder with CCD
resolver tooth wheel
Resolvers
with low
pole number
Encoder Technologies
87
Possible Encoder Technologies
Tacoder Principle
invented and introduced to the market some 15 years ago
in difference to incremental encoders with sinusoidal outputs,
where the position information
is “coded” in the amplitude ratio of 2 orthogonal sine waves,
the Tacoder uses the phase angle between two digital signals
to code the position information
88
f0
200 kHz
ABC
fT
Tacoder – Basic Idea
optical disc
optical
receiver
reference
oscillator
(standard)
incremental
encoder
phase/
frequency
modulation
1 line
1 line
interpolation of
resolution by factor 4
interpolation of
resolution by factor 256
89
the Tacoder principle was invented and introduced to the market some 15 years ago
in difference to the version with sinusoidal outputs, where the position information is
included in the amplitudes of sine waves, the Tacoder uses the phase angle between
two digital signals to code the position
the improvement of the Tacoder concept can be understood when listening to radio
programs. The quality of the sound is significantly better, when frequency modulation
(FM) or phase modulation is used for transmission instead of amplitude modulation
(AM). Electromagnetic disturbances do impact the phase or frequency of a signal
much less than its amplitude. This effect was used by the Tacoder.
90
Tacoder
position information encoded in phase between two digital signals
91
MTTacoder
ASIC
Tacoder
16 D
4 A
4 C
10
Motor
Bus to the
(Micro-)Controller
Tacoder – Signal Processing by a simple ASIC
92
provided the following characteristics
the Tacoder
high speed range
• digital output signals (good disturbance ratio)
• high „differential“ accuracy (like incremental encoders)
low speed range
• digital output signals (good disturbance ratio)
• high resolution (like „sinusoidal“ encoders)
93
94
Resolution of position/speed encodersduring the recent decades
cost
$ 500
resolution
was not really successful in the market of servo drives !!!
why ?
the Tacoder
• phase modulated signals cannot be synchronized
with the cycle period of the controller
• market leader for encoder systems has decided
to promote encoder systems with sinusoidal outputs
95
encoders
optical capacitivemagnetic
incremental
encoder
absolute
encoder
interferometric
encodervariable
electrodes
variable
dielectricum
Resolvers
with high
pole number
pseudo
absolute
encoder homodyne
interferometric
encoder
heterodyne
interferometric
encoderPRC coded
encoder
reflecting
encoder with CCD
resolver tooth wheel
Resolvers
with low
pole number
Encoder Technologies
have the capability to provide
high resolution
as well as robustness
96
Capacitive Encoders
shaped form of electrode(s)
similar design to optical encoders
• drum or disc with shaped electrode
mounted on the shaft
• tube or 2nd disc with shaped electrode
fixed at the stator (housing)
the size of the electrode areas
in direct oppostion changes with motion
shaped form of dielectricum
• drum or disc with shaped electrode
fixed at the stator (housing)
• tube or 2nd disc with non-shaped electrode
also fixed at the stator (housing)
• shaped dielectric tube or disc
mounted on the shaft
the dielectric charactersitic
between the electrodes changes with motion
detection of varying capacitance by a high frequency signal
97
Prof. Dr. -Ing. J. M. Pacas,
Universität Siegen
Prof. Dr. -Ing. R. M. Kennel,
Technische Universität München
Capacitive position sensor
99
Quelle : SICK/Stegmann
neu am Markt : ein kapazitiver Geber
2-Plate
Capacitive Encoder
(shaped form of electrode)
3-Plate
Capacitive Encoder
(shaped form of dielectricum)
Capacitive Encoder Topologies
100
Multi-Electrode
Transmitter
Rotor(shaped form of dielectricum)
Holistic
Receiver
Components of Capacitive Sensing Element
101
102
Feinspur (16
Signalperioden/Umdr.)
Grobspur (3 Signalperioden/Umdr.)
leitende
Empfänger
Fläche
Dielektrischer
Rotor
Quelle : SICK/Stegmann
103
Excitation
GeneratorSensor
Charge
Amplifier
Post
Amplifier
Synchronous
Demodulator
Low Pass
FilterDriver
RotorTx PCB Rx PCB
Sine
Cosine
Signal Electronics of Capacitive Encoder(1 channel only)
104
Position Detection: Sine/Cosine, Coarse/Fine Track
Fine
Track
Coarse
Track
Sine & Cosine Signals
of Fine Track
(16 Periods per Revolution)
Sine & Cosine Signals
of Coarse Track
(3 Periods per Revolution)
Multi-Electrode
Transmitter PCB
Dielectric
Rotor
105
Fein
Grob
Prinzip: Sinus/Cosinus, Grob-/Feinspur
Quelle : SICK/Stegmann
Experimental
Setup
Encoder under Test
(EUT)
Precision Index Table
Mechanical Jig for
Controlled Manipulation
of Axial as well as Radial
Displacements
(EUT vs. Shaft)
106
107
108
109
Large Hollow Shaft Encoder
Sensor Electronics
Scale
Ø ~ 300mm
110
Experimental Results –
Large Hollow Shaft Encoder
Position Angular Error
angular position [°]
an
gu
lar
erro
r [“
]
Absolute Accuracy(non-holistic design !)
230”
111
Meßbereich
measuring area
Auflösung
resolution
Robustheit
robustness
Massenprodukti
on
mass production
magnetisch
magnetic
Resolver :
am Umfang/
circularZahnrad/tooth wheel :
punktförmig/point
niedrig
low(multipole Resolver:
20 Bit)
gut
good
schlecht
bad
optisch
optical punktförmig
point
hoch
high
(CCD: > 30 Bit)
problematisch(temperatur- und
stoßempfindlich)
problematic(sensitive to shock
and temperature)
sehr gut(fotografische
Herstellung)
very good(photographic
production)
kapazitive
capacitive
am Umfang
circular
hoch
high
gut
good
gut
good
Zu wenig Erfahrung, um konkrete Aussagen zu machen.
Too less experience to make knowledge-based statements.
Meßbereich
measuring area
Auflösung
resolution
Robustheit
robustness
Massenproduktion
mass production
magnetisch
magnetic
optisch
optical
kapazitive
capacitive
112
encoders
optical capacitivemagnetic
incremental
encoder
absolute
encoder
interferometric
encodervariable
electrodes
variable
dielectricum
Resolvers
with high
pole number
pseudo
absolute
encoder homodyne
interferometric
encoder
heterodyne
interferometric
encoderPRC coded
encoder
reflecting
encoder with CCD
resolver tooth wheel
Resolvers
with low
pole number
Possible Encoder Technologies
have the capability to provide
ultra high resolution
113
114
why are interferometric encoders promising ?
• actual encoder concepts physically measure position
and then gain speed by mathematical derivation
• in interferometric encoders two laser beams
– one as reference, the other reflected by the moving object –
are compared with respect to their phase shift
• interferometric encoders
provide the capability to physically measure speed
• first attempts have been made (see next slides)
and basically confirm technical expectations
but concepts are not yet mature to be used in industry
encoders
optical capacitivemagnetic
incremental
encoder
absolute
encoder
interferometric
encodervariable
electrodes
variable
dielectricum
Resolvers
with high
pole number
pseudo
absolute
encoder homodyne
interferometric
encoder
heterodyne
interferometric
encoderPRC coded
encoder
reflecting
encoder with CCD
resolver tooth wheel
Resolvers
with low
pole number
Possible Encoder Technologies
115
116
Homodyne Interferometric Encoder
some years ago a concept was developped and tested
– technical description in :
P. Drabarek, W. Meister, R. Kennel, M. van Keulen,Offenlegungsschrift DE 196 37 615 A1,Deutsches Patentamt München
– measurements (see next slide) showedtechnical capabilities to be very convincing
– cost estimation/projection was a serious problem
117
Interferometric Sensor for Very High Resolution
track
with measuring grid
118
Comparison of Signal Noise (Position Accuracy)
between a Homodyne Interferometric Encoder
and a High Resolution Optical Encoder
Interferometric
Encoder
High Resolution
Incremental
Encoder
119
cost
$ 500
resolution
Resolution of position/speed encoders
during the recent decades
120
cost
$ 500
resolution
homodyne interferometric encoders provide
significant improvement in resolution -
estimated cost (based on realistic piece number) to high
encoders
optical capacitivemagnetic
incremental
encoder
absolute
encoder
interferometric
encodervariable
electrodes
variable
dielectricum
Resolvers
with high
pole number
pseudo
absolute
encoder homodyne
interferometric
encoder
heterodyne
interferometric
encoderPRC coded
encoder
reflecting
encoder with CCD
resolver tooth wheel
Resolvers
with low
pole number
Possible Encoder Technologies
121
122
laser diode
acousto-optical
mode converters
beam splitter
photo diodes
optical lenses
motion
measured object
beam splitter
Integrated (i. e. on-chip) Interferometric Sensora concept idea
123
integrated opto-electononic chip
laser diode
any non-ideal
metallic surface
Low Cost (Heterodyne) Interferometric Sensoranother concept idea
124
tolerance band of incremental encoder error
an
gle
in
arc
sec
position in degrees cost !!
overall tolerances
not really better
Comparison of Angle (Position) Accuracy
between a Heterodyne Interferometric Encoder
and a High Resolution Optical Encoder
what might be
the advantage ??
125
cost
$ 500
resolution
heterodyne interferometric encoders provide
low resolution (slightly better than resolvers) -
Resolution of position/speed encoders
during the recent decades
126
cost
$ 500
resolution
Resolution of position/speed encoders
during the recent decades
heterodyne interferometric encoders provide
low resolution (slightly better than resolvers) -
estimated cost lower than high resolution optical encoders
127
Outline
Introduction
Drive Control
Absolute and Differential Accuracy
State of the Art
Standard Encoders
High Resolution Encoders
Future Encoder Technologies
Conclusions
Conclusions accuracy is decisive for position control
resolution (or better : differential accuracy) is decisive for speed control
in cascaded control structures speed control
must be much faster than position control
for encoders in digitally controlled drives
resolution is much more important than accuracy
actual encoders measure position and gain speed by derivation
encoders measuring directly physical speed would be advantageous
speed/position encoders still are the technical „narrow gap“ in a drive
without solving that problem „new“ control schemes do not make sense
with respect to a future increase of requirements
investigations should be done
128
Questions ?