Technische Universität München Vorlesung „Elektrische ......Technische Universität München...

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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 ?