Adaptive PID Control of A Stepper Motor Driving A Exible Rotor
Adaptive PID Control of A Stepper Motor Driving A Exible Rotor
Alexandria University
ORIGINAL ARTICLE
KEYWORDS Abstract Stepping motors are widely used in robotics and in the numerical control of machine
Stepper motor; tools to perform high precision positioning operations. The classical closed-loop control of the
Fuzzy control; stepper motor can not respond properly to the system variations unless adaptive technique is used.
Gain scheduling; In this paper, the feasibility of fuzzy gain scheduling control for stepping motor driving flexible
Flexible rotor rotor has been investigated and illustrated by numerical simulation. The proposed control was
concerned with the permanent magnet step motor (PMSM) with mechanical variations such as
stiffness of rotor and load inertia. A mathematical model for the PMSM was derived and the
gains of a conventional PID control were presented. The data base required in learning process
of the fuzzy logic gain scheduling mechanism was obtained from the mathematical model. It
was found that the stable value for the integral gain is half the value of the proportional gain.
The fuzzy systems for scheduling the derivative gain and the proportional gain are presented.
The conducted simulation showed that the fuzzy system is able to adapt the controller gains to
track the desired load and speed response. Fuzzy PID performance is much better than the con-
ventional PID control scheme. Fuzzy self-tuning controller demonstrates a very fast response and
little overshoot.
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information on the motor shaft position or speed was used 2. System mathematical model
[4,5]. Unfortunately, the open-loop control scheme suffers
from low-performance capability and lack of adaptability to 2.1. Modeling of a permanent magnet stepper (PMS) motor
load variations and system variations. Indeed, without feed-
back, there is no way of knowing if the motor has missed a This section provides a brief derivation of a nonlinear model of
pulse or if the speed response is oscillatory. The closed-loop the 2-phase PM stepper motor. A number of references are
principle [6] was introduced in order to increase the accuracy available on the generation of stepper motor model [1,2].
positioning of the stepping motor while making it less sensitive The rotor shaft dynamics are given by:-
to load disturbances. The closed-loop control is characterized
dx
by starting the motor with one pulse, and subsequent drive Jm ¼ Tm Fx TL ð1Þ
pulses are generated as a function of the motor shaft position dt
and/or speed by the use of a feedback encoder. Nowadays, due Jm = Total inertia of the rotor, F = Viscous friction coeffi-
to advances made in both power electronics and data process- cient, TL = Load torque.The angular velocity is given:-
ing, stepping motors are more often closed-loop controlled, in The above Eq. (1) forms the basis for a general rotor
particular, for machine tools and robotic manipulators in dynamics model of a PM stepper motor. Hence for a 2 phase
which they have to perform high precision operations in spite PM motor with P rotor pole pairs and the two phases (uj) at 0
of the mechanical configuration changes. Also, the use of clas- and (p/2) the following state space equations can be derived.
sic closed-loop algorithms such as Proportional-integral-deriv- dh
ative (PID) control is weak unless the closed-loop control is ¼x
dt
forced to adapt to the motor operating conditions. Fuzzy Lo- dx Km F TL
gic [7–9] is a technology of great potential in the fields of arti- ¼ ðia sin Ph þ ib cos PhÞ x
dt Jm Jm Jm
ficial intelligence and Mechatronics. It mimics the human way
dia R Km ua
of thinking and decision-making. Fuzzy PID control can be ¼ ia þ x sin Ph þ ð2Þ
classified into two major categories according to their con- dt L L L
dib R Km ub
struction [10]. One category has no explicit proportional, inte- ¼ ib x cos Ph
gral, and derivative gains; instead the control signal is directly dt L L L
deduced from knowledge base and fuzzy inference. Most of the where, x is the angular velocity, dx
dt
is the load acceleration, didta is
dib
research on fuzzy logic control design belongs to this category the current through winding a, dt is the current through wind-
[11–14]. Another category is fuzzy-scheduling of conventional ing b.
PID gains. In recent years, fuzzy-scheduling control has been
widely applied to solve versatile control problems. Zhao and 2.2. Flexible shaft
Collins [15] designed fuzzy PI controller for weigh belt feeder
to maintain a constant feed rate. They used singleton TS fuzzy Considering the case when the load is connected to the motor
model based on the error and the change in error as inputs to through a long stiff shaft with stiffness k, then the motor iner-
tune the proportional and integral gains. Chang et al. [16] pro- tia will be Jm and the load inertia will be JL as shown in Fig. 3.
posed fuzzy scheduling control scheme, including the feedback In this case, the load and flexible shaft equation will be:-
states and the integral of tracking error for induction servo dhL
motor. Regional stability was discussed upon considering the ¼ xL ð3Þ
dt
saturation phenomena of the actuator. Hazzab et al. [17] pre-
sented control of an induction motor using fuzzy gain schedul- dxL 1
ing of PI controller based on tracking error and its first time ¼ ½ðkðhL hm Þ BðxL xm ÞÞ
dt JL
derivative. Chang et al. [18] applied fuzzy-scheduling control
to a linear permanent magnet synchronous motor with pay A classical control technique for PMSM is based on park’s
load variations. They implemented the technique adopted in transformation [1]. That is, the transformation of the vector
[16]. Allaoua et al. [19] studied DC motor scheduling PID con- (u) and (i) expressed in the fixed stator frame (a, b) into vectors
trol with particle swarm optimization strategy and compared expressed in a frame (d, q) that rotates along the fictitious exci-
the results with those of fuzzy logic controller. Ghafari and tation vector such that:
Alasty [20–22] implemented gain scheduling PID fuzzy con-
Xd cos Ph sin Ph Xa
troller for hybrid stepper motor. He did not consider rotor ¼
Xq sin Ph cos Ph Xb
flexibility nor load variations (Fig. 1).
The aim of this paper is to investigate the feasibility of a The state Eq. (2) expressed in terms of currents and voltages in
fuzzy PID control for a stepping motor drive of flexible rotor rotating (d, q) coordinates become:
and to evaluate its sensitivity for mechanical configuration
changes. The simulation allows the generation of load torque
and inertia variations, which are the main disturbances, found
in the control machine tools and robotic manipulators. These
two mechanical variations are generated in order to test the Step Load
system response to external disturbances and the effectiveness motor JL
in the plant parameters. The scope of this work is limited to the k, B
study of the control of permanent magnet stepper motor Jm, Tm, θm θL
(PMSM).
Figure 1 Flexible rotor system.
Adaptive PID control of a stepper motor driving a flexible rotor 129
θr, ω r ud ω,
+ PID Stepper
Controller motor
uq
4
0
3
with ð5Þ
2 Reference signal
motor position idr ¼ 0
1 Z t
0 Jm
iqr ¼ K1 ðh hr Þ þ K2 ½hðsÞ hr ðsÞds þ K3 ðx xr Þ
-1 Km 0
0 0.05 0.1 0.15 0.2 0.25 0.3 0.35 0.4 0.45 0.5
Time,s where iq, id are the actual current in rotating (d, q) and iqr, idr
Response of motor speed are the reference current in rotating (d, q).
600
Motor speed,rad/s
Reference signal
The controller gains are tuned for (Jm = 0.08 kg m2,
400
motor speed B = 3 Nms/rad, L = 3 Henry, R = 3 X, P = 6, Km = 2 Nm/
200 rad). The values of the gains in SI units are: K1 = 80,000,
0 K2 = 651K1, K3 = 500, K4 = L/T, K5 = R/T, and
T = 0.0005.
-200
0 0.05 0.1 0.15 0.2 0.25 0.3 0.35 0.4 0.45 0.5 T is the equivalent time constant of the current loops .With
Time,s the above choice of K4 and K5, the current loop transfer func-
tion is,
Figure 3 Response of PMSM with PID control subjected to step
input of motor position and motor speed.
Motor speed,rad/s
10 50 Reference signal
Reference signal
motor position motor speed
0 0
-10 -50
0 0.1 0.2 0.3 0.4 0.5 0 0.1 0.2 0.3 0.4 0.5
Time,s Time,s
Figure 4 Response of PMSM with PID control subjected to arbitrary reference input signal.
130 N.M. Elsodany et al.
x 10
6 Response of load speed
4 Response of load position 1
x 10
1.5 k=16.5
k=16.5 k=30
k=30 0.5 k=50
1 k=50 k=120
k=200
Load speed,rad/s
k=120
Load position,rad
0.5 k=200
0
0
-0.5
-0.5
-1
-1
-1.5 -1.5
0 0.1 0.2 0.3 0.4 0.5 0 0.1 0.2 0.3 0.4 0.5
Time,s Time,s
Figure 5 Position and speed response of PMSM with flexible shaft at different stiffness (k), and JL = 0.08 kg m2.
x 10
6 Response of load speed x 10
4 Response of load position
2 1.5
JL=0.05 JL=0.05
1.5 1 JL=0.08
JL=0.08 JL=0.1
1 JL=0.1 Load position,rad 0.5 JL=0.5
Load speed,rad/s
JL=0.5
0.5 0
0 -0.5
-0.5 -1
-1 -1.5
-1.5 -2
-2 -2.5
0 0.1 0.2 0.3 0.4 0.5 0 0.1 0.2 0.3 0.4 0.5
Time,s Time,s
Figure 6 Position and speed response of PMSM with flexible shaft at different load inertia (JL), k = 16.5 N m/rad.
iq ðsÞ id ðsÞ 1 obtained Ref. [1]. It is clear that the stepper motor recovered
¼ ¼
iqr ðsÞ idr ðsÞ 1 þ TS the targeted position with a small overshoot.
where the break frequency = 1/T = 2000 rad/s. The gain K1 is
chosen so that natural resonant frequency is 285 rad/s and the Response of load position
damping ratio is equal to 0.9. K3 is chosen so that 1/K3 = 4T. 7
The closed-loop system, based on the choice of poles, is stable K2=0.5*K1
upon using the above PID gains and system parameters. 6 K2=5*K1
K2=10*K1
5 K2=20*K1
3.1.1. Performance of PID control with rigid shaft
Load position,rad
3.1.2. PID control for a stepper motor with flexible rotor Response of load speed
In this section the mechanical variations such as (load torque 300
and the stiffness of the system) are generated in order to test K3=400
the response of the PID control upon adding an external 200
K3=500
disturbance. K3=700
K3=1000
Load speed,rad/s
3.1.2.1. Classical PID control with fixed gains. The PID con- 100
trollers gains are held constant: K1 = 80,000,
K2 = 65*80,000, K3 = 500. The equations of the flexible shaft 0
Eq. (4) were added to the system model. A step input reference
signal is considered. The obtained results are presented in
-100
Figs. 5–8. In these figures, the effects of changing the shaft
stiffness from k = 16.5 to 200 N m/s and the inertia load from
JL = 0.05–0.5 kg m2 on the time response of load position, the -200
load speed are reported It can be shown that the performance
-300
0 0.1 0.2 0.3 0.4 0.5
Response of load speed Time,s
300
K2=0.5*K1 Figure 10 Effects of derivative gain K3 on load speed response,
K2=5*K1 k = 16.5 N m/rad, JL = 0.08 kg m2, K1 = 80,000 and K2 =
200 K2=10*K1
K2=20*K1 0.5K1.
100
Load speed,rad/s
0
Response of load potsition
4
-100
-200 3
K1=8000
Load position,rad
-300 2 K1=10000
0 0.1 0.2 0.3 0.4 0.5
K1=50000
Time,s
K1=80000
Figure 8 Effects of integral gain K2 on load speed response, 1
k = 16.5 N m/rad, JL = 0.08 kg m2, K1 = 80,000 and K3 = 500.
3
of the fixed gain PID controller is not satisfactory and the sys-
tem is unstable To improve the system performance and to be
2
able to track the reference load position and speed, the PID
gains should be varied continuously.
1
the data base required in learning process of the Fuzzy logic 4. Optimum fuzzy gain scheduling mechanism
gain scheduling mechanism.
Numerical simulations were carried out upon varying the shaft
3.2. Fuzzy PID (FPID) stiffness (k) from 16.5 to 200 N m/rad and the load inertia (JL)
from 0.01 to 5.0 kg m2. This task has two-fold aim, the first is
The Fuzzy logic control is used to tune the parameters of the to determine the control parameters which are robust to these
PID controller on line. This is achieved by scheduling the gains varying operating conditions and the second is to identify the
of the PID control based on system performance indices as indices that will drive the gain scheduling mechanism. The
shown in Fig. 13. changes in the integral controller gain K2 may render unstable
response. Comparing Figs. 7 and 8 with Figs. 5 and 6, it can be
Response of load speed noticed that the closed loop is stable as the ratio of K2 to K1 is
200 decreased. It was found that maintaining the value of K2 to
K1=8000 0.5K1 realizes the most stable damped performance at all oper-
K1=10000 ating conditions. K2 is not fixed but it will be changed as K1
150 K1=50000 changes.
K1=80000
Load speed,rad/s
The fuzzy system has two antecedents (eh,max and ex,max) and
50 one consequent K3. The inference system is based on the
TSK model. The Gaussian membership function (MF) shown
in Fig. 14 produced better results than the triangular member-
0 ship function. The Guassian MFs have smooth transition
which is required with derivative gain.
The system has a single output, which is a crisp value that
-50
0 0.1 0.2 0.3 0.4 0.5
corresponds to the derivative gain K3. The output has three
Time,s values: mf1 = 500, mf2 = 900 and mf3 = 1000.
The inference rules are:
Figure 12 Effects of proportional gain K1 on speed response,
k = 16.5 N m/rad, JL = 0.08 kg m2, K2 = 0.5K1 and K3 = 1000. - If (input1) is low and (input 2) is high, then K3 is mf3.
- If (input1) is medium and (input 2) is medium, then K3 is
mf2.
Performance - If (input1) is high and (input 2) is low, then K3 is mf1.
indices
Gain
schedule
r, ωr
PID
ud Stepper
ω, 4.2. Fuzzy model for K1
Controlle motor
r
uq The indices are the instantaneous error in both load position
(eh) and load speed (ex). The fuzzy system has two antecedents
(eh and ex) and one consequent (K1). The inference system is
based on Mamdani model. It was found that both Guassian
Figure 13 Block diagram of fuzzy PID controller.
and triangular MFs have same results. This is because the
1
1
0.4 0.4
0.2 0.2
0 0
0 100 200 300 400 500 0 1 2 3 4
max error of speed(input1) max error of position(input2)
1
1 NL
NS NL
Z NS
PS 0.8
0.8 PL Z
PS
PL
0.6 0.6
0.4 0.4
0.2 0.2
0 0
-4 -3 -2 -1 0 1 2 3 4 -80 -60 -40 -20 0 20 40 60 80
instantaneous error of position instantaneous error of speed
(a) (b)
1
1
0.8 2
3
0.6
0.4
0.2
0
0 1 2 3 4 5 6 7 8 9
4
x 10
(c)
Figure 15 Membership functions generated for the fuzzy model of K1 a-input eh b-input ew c-output K1.
universe of discourse in this case is small for the two anteced- - If eh is PL and ex is Z then K1 is 2.
ents. The triangular membership functions are applied as - If eh is NL and ex is PS then K1 is 3.
shown in Fig. 15 since it is simpler in computation. - If eh is Z and ex is PL then K1 is 2.
The inference rules are: - If eh is PL and ex is PS then K1 is 1.
Load position,rad
3
2
2
1
1
0
0
-1 -1
0 0.5 1 1.5 2 0 0.5 1 1.5 2
Time,s Time,s
Figure 16 Load position with PID and fuzzy PID Figure 17 Load position with PID and fuzzy PID
(JL = 0.08 kg m2, k = 16.5 N m/rad). (JL = 0.5 kg m2, k = 30.N m/rad.
134 N.M. Elsodany et al.
5. Results of the fuzzy PID Figs. 21 and 22. Therefore the power is saved upon using the
FPID control which is useful from industrial point of view.
The PID and FPID are required to track two reference signals:
step input signal as shown in Fig. 3 and an arbitrary trapezoi- 5.2. Results of arbitrary trapezoidal reference signal
dal reference signal as illustrated in Fig. 4. The PID gains are
held constants at K1 = 80,000, K2 = 0.5*80,000, and Figs. 23 and 24 illustrate the load position and load speed ob-
K3 = 500 for all simulations to guarantee stable response. tained with FPID and PID control. It can be seen that FPID
performance is much better than the conventional PID control
5.1. Results of step input signal scheme. Fuzzy self-tuning controller demonstrates a very quick
response and little overshoot, because the fuzzy self-tuning
Figs. 16–19 show that fuzzy gain scheduling of the PID con- control is based on the function relationship among the errors,
troller performs better than the conventional PID controller. parameters K1, K3, and operation experiences.
It is clear that the oscillations are damped upon using FPID
controller and the response is fast. FPID is robust to plant 6. Conclusion
parameter variations such as inertia change and stiffness. It
can be noticed that the output gain from fuzzy control is vary- The feasibility of fuzzy gain scheduling control for stepping
ing when changing the mechanical configuration as shown in motor driving flexible rotor has been investigated and
Fig. 20. The output control signals are stable, smoother faster
and less than that resulted from the PID control as depicted in
Output gain from FPID
Response of load speed 940
300
FUZZY PID 920
PID
k=30,JL=0.5
200 Reference signal Output gain K3
k=16.5,JL=0.08
900
Load speed,rad/s
100 880
860
0
840
-100
820
0 0.5 1 1.5 2 2.5 3
Time,s
-200
0 0.5 1 1.5 2 Figure 20 Output gain K3 variations with FPID control for
Time,s different stiffness and load inertia.
50 0
-50
-5000
-100 0 0.5 1 1.5 2
0 0.5 1 1.5 2
Time,s Time,s
Figure 19 Load speed with PID and fuzzy PID (JL = 0.5 kg m2, Figure 21 Output control voltage uq from PID and FPID
k = 30.N m/rad). controller (JL = 0.08 kg m2, k = 16.5 N m/rad).
Adaptive PID control of a stepper motor driving a flexible rotor 135
signal and arbitrary trapezoidal input signal. For rigid rotor and
0 specified load inertia the conventional PID control guarantees
the desired step reference position and speed in short time and
the performance is less satisfactory with trapezoidal reference
-2000 speed signal, but For flexible rotor and variable load inertia
the performance of constant gain PID is unstable. It was found
that the stable value for the integral gain is half the value of the
-4000
proportional gain. The fuzzy system for scheduling the deriva-
tive gain K3 has two antecedents which are the maximum errors
0 0.5 1 1.5 2
Time,s
in both load position and speed and one consequent K3.The
inference system is based on the TSK model. The Gaussian
Figure 22 Output control voltage uq from PID and FPID membership function produced the best results. The fuzzy sys-
controller at JL = 0.5 kg m2, k = 30 N m/rad. tem for scheduling the proportional gain K1 has two antecedents
which are the instantaneous errors in both load position and
speed and one consequent K1.The inference system is based on
the Mamdani model. The triangular membership function
Response of load speed
150 (MF) produced the best results. The conducted simulation
Reference signal showed that the fuzzy system is able to adapt the controller gains
FUZZY PID to track the desired load and speed responses. FPID perfor-
PID mance is much better than the conventional PID control
100
scheme. Fuzzy self-tuning controller demonstrates a very quick
Load speed ,rad/s
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