Designof Fe Pdspringactuators
Designof Fe Pdspringactuators
Abstract
A design concept of the spring actuators based on the ferromagnetic shape memory alloy (FSMA) is presented. The coil
spring made by a FSMA is activated by the attractive magnetic force produced by electromagnets, which is usually not
uniform. When the magnetic field is applied, each turn of the spring comes into contact with the neighboring turns one by
one, stacking from the turn closer to the yoke of the electromagnet. As a result, entire shrinkage of the spring accompanied
by large liner stroke is achieved. This actuator is energy-efficient, since almost all magnet flux originated from
electromagnet discharges into the ferromagnetic spring. The performance of the spring actuator, i.e. the output force and
stroke, depends on many factors, such as the diameter and the pitch of the spring or the dimension of the cross section of the
spring wire, and so on. We processed successfully a spring actuator driven by a hybrid magnet based on the above principle
by using polycrystalline FePd alloy. Since the stiffness of the FePd coil spring become softer due to the martensite phase
transformation, the movement of the actuator is accelerated during actuation.
Keywords: actuator, coil spring, FePd, wire, ferromagnetic shape memory alloy, superelasticity, hybrid magnet,
electromagnet, permanent magnet
1. INTRODUCTION
Recently, strong attentions are paid to ferromagnetic shape memory alloys (FSMAs) as important smart
materials, which are adaptive for lightweight, yet high power engineering actuators [1-3]. The conventional thermoelastic
shape memory alloys (SMAs), which can be activated by either temperature or external loading, such as TiNi alloys,
exhibit large strain and also bear large stress. However their actuation speed is usually slow, since the actuation speed is
limited by the heating/cooling rates of the SMAs. On the other hand, FSMAs are driven by applied magnetic field and/or
magnetic field gradient, which cause the deformation due to the martensitic phase transformation, and hence can provide
very fast actuation speed with reasonably large strain and stress capability. Among various FSMAs, the polycrystalline
FePd alloy [4] is practically promising to be applied as an actuator material, owing to the good mechanical properties, such
as shape memory effects, superelasticity and high ductility, and so on.
Since the uniform (constant) magnetic field alone is found to be disadvantageous as a driving force [5], we
proposed so-called hybrid mechanism for actuator applications [6] and is adopted in the present paper. The key step in the
mechanism is the stress-induced martensite phase transformation produced by applied magnetic field gradient, thus
enhancing the displacement, as the stiffness of Fe-Pd is reduced from stiff to soft during the austenite to martensite
transformation [7].
The present paper shows a new concept of the spring actuator based on FSMA alloys driven by hybrid magnet
system composed of permanent magnets and electromagnets. The performance of the FePd coil spring actuator controlled
by DC amplifier is investigated. The development of ductile polycrystalline FePd wires and processing it into coil springs
are also described.
2.1 New design of a linear actuator different from conventional linear motors
It is beneficial for accomplishment of both large stroke and force of the spring actuator made from FSMA. It is
because that the stiffness of the spring made from FSMA become smaller than those of the spring made from the other
ferromagnetic materials due to the high mechanical properties, such as stress-induced martensite phase transformation or
superelasticity.
Various kinds of actuators, which convert electromagnet energy to mechanical energy to achieve a liner
movement or stroke, have been elaborated. Although a linear motor actuator is frequently used to get a large liner stroke,
use of permanent or electromagnet is crucial for smart designing of high performance actuators. It should be pointed out
that the action of the coil spring can reach far from the power source (electromagnets), since the output force and stroke can
transmit through the long coil spring. This is an essential difference from the linear motor.
No motion Shrink
Electromagnet Electromagnet
Fig.1. Essential difference of axial linear movement between the solenoid and the present spring actuator.
Here it should be pointed out that the design concept of the present spring actuator is similar to the conventional
solenoid, which is commercially and generally available. However the present axial actuator has the large advantage over
the solenoid. Figure 1 shows the essential difference between the present actuator and the solenoid. If the ferromagnetic
material portion of the solenoid, which is a movable shaft, were far from the electromagnet, the shaft would show little
movement, since the magnetic force originated from the electromagnet can not hardly reach. On the other hand, the present
spring actuator could eliminate this week point. Moreover the stroke of the spring actuator can be much larger than that of
the solenoid, since the entire FSMA spring itaself can feel the magnetic flux which transmits the spring wire and reaches
the end-top of the spring. One of the enormous merits of the present spring actuator is that the large stroke can be achieved
and furthermore the larger stroke can be generated by using “the stacking effect of the spring wire, as described later.
3. MECHANISM
The coil spring made from a ferromagnetic material is mounted on a yoke which is inserted in the electromagnet,
see Fig.2(a). The z-axis is parallel to the center axis of the yoke from which the magnetic flux is generated and goes into the
bottom of the coil spring. Figure 2(b) shows the cross section of the spring wire, which is the rectangular shape with the
long side, a, and the short side, b. When the coil spring subjected to a external force along the center axis of the spring, it
shrinks from the length of L=n×δ into n×b and each turn of the spring completely contacts with the neighboring turns,
where δ and n are the pitch and the turns of the spring, respectively. That is, the coil spring becomes the shape of a hollow
cylinder after entire shrinking, see Fig.2(c). In the event that the first turn of the coil spring is directly fixed to the yoke, the
pitch δ should be the function of the value of z, i.e. δ=δ (z), where z is the distance from the yoke along the center axis of the
D
b
a
(b) Cross Stroke = n×(δ-b)
z-axis
L section of the
spring wire
Pitch δ
Electro
Magnet (c) Hollow
cylindrical shape
(a) Side view of the of the coil spring (a) (b) (c)
spring actuator driven by after shrinkage
a electromagnet
Fig.3. Mechanism of the spring actuator movement. The first
turn of the coil spring denoted as (A). The portion (B), which
Fig.2. Schematic illustration of the ferromagnetic is stacking of the coils spring, acts as a kind of yoke. Finally
spring actuator. L is the length of the coil spring the all turns of the spring comes into contact with each other
with n turns. and stack completely on the yoke like (c).
4. RESULTS
Fig.6. FePd coil springs made from the FePd wires and their specifications.
Fe spring
20mm
FePd(thin) 40mm
spring
Hybrid
magnet
5cm
(a) 0A (b) 1A (c) 3A
Fig.7. FePd (thin) coil spring actuator driven by hybrid magnet. The motion of the FePd spring is compared with the Fe spring
with the same shape and dimensions. The spring constant of FePd (thin) and Fe spring are 0.29N/mm and 0.84N/m,
respectively. The weight and electric resistance of the hybrid magnet are 0.3kg and 20Ω. The actuation speed of the FePd (thin)
actuator is about 0.03s. The applied direct current is the step function of time, i.e. ON-OFF mode.
5. DISCUSSION
Position B S S
S S Position E
Electro
Magnet Permanent magnet
(a) Shrink (Sliding) (b)Shrink
yoke along PM toward PM
(a) EM: turn OFF (b) EM: turn ON Fig.9. Relative position and direction of the coil
PM: Closed loop PM: Flux is pushed up spring against the permanent magnet. Five types of
positions, A, B, C, D and E exist. The position A
Fig.8. Concept of the hybrid magnet composed of electromagnets, and D are not utilized since the closed loop can not
a permanent magnet and the yoke to achieve the closed loop. be realized.
S N
S N S N yoke
Permanent Four
EM permanent
magnet EM EM
magnets EM
3cm 3cm
(a) Hybrid magnet TYPE A which uses the position E in (b) Hybrid magnet TYPE B which uses the position B in
Fig.9. The coil spring is placed on a permanent magnet. Fig.9. The coil spring is surrounded by a few permanent
magnets.
Fig.10. Two types of hybrid magnet which are designed and manufactured by the present authors.
Hybrid
magnet
Shrink
Hybrid
magnet
FePd
(thick) 7mm 15mm
coil spring
400g
Fig.12. Lift-up motion achieved by using FePd (thick) spring actuator that can deliver the output-force of 400gf and stroke of
15mm, which are the larger force and smaller stroke than FePd (thin) spring actuator. The hybrid magnet of TYPE A, which is
same as Fig.7, i.e. FePd (thin), is used.
Weight
550g FePd rectangular
coil spring
Glass
casing 15mm 35mm
Hybrid
magnet
5cm
(a) 0A (b) 1.2A (c) 3A
Fig.13. Pushing-up motion achieved by using FePd (rect) spring actuator which can deliver the output force of 550gf and stroke
of 35mm, which are the larger force than FePd (thick) and almost same stroke as FePd (thin) spring actuator, indicating the
effect of the rectangular shape of the cross section. The hybrid magnet TYPE A, which is same as Fig.7, is used.
load) is placed on the spring. The spring and weight are inserted into a glass casing and are stabilized vertically. The
performances of this actuator are the force (weight) of 550gf and the stroke of 35mm, which are the larger force than FePd
(thick) and almost the same stroke as FePd (thin) spring actuator, indicating that the rectangular shape of the cross section
really gives rise to increase the performance of the spring actuator.
Figure 14 shows the performance of the FePd(thin) spring actuator fixed to the hybrid magnet TYPE A, which is
investigated by applying a direct current using DC amplifier. The set-up of the spring and hybrid magnet and also the
definition of the measured displacement are shown in Fig.14(a). Displacement of the weight (W) lifted up by the
FePd(shin) coil spring are plotted as a function of the applied direct current in Fig.14(b). Several weight, such as W=0, 22,
50 and 93g, and additionally the weight of 400g for the FePd(thick) spring actuator are examined. The displacement for
each weight keeps almost constant while the current is small, since the first turn of the coil spring closest to the hybrid
magnet has not yet contacted with the yoke. Accordingly the curve of the displacement does not show the linear shape.
However, it seems that the displacement starts to increase almost linearly after the first turn of the coil spring comes into
contact with the yoke. We can say that the non-linear displacement curve in Fig.14(b) comes from the stacking effect of the
40 12
Hybrid W = 0 gf 0.0A
0
Displacement
W = 22 gf 10
Natural length
Magnet 0.5A
Output force [gf]
W = 50 gf
Displacement [mm]
20 W = 93 gf 0
8 1.0A
W = 400gf 0
FePd coil spring
1.5A
(FePd thick) 6
0 0
0 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 4
0
-20 2
0
0
Weight -40 -20 0 20 40
-40
(Dead load) Current [A] Displacement [mm]
(a) Definition (b) Displacement of the weight lifted up by (c) Output force vs. displacement curves
of displacement the FePd (thin) spring actuator which a of the FePd (thin) spring actuator for the
direct current applied. applied current.
Fig.14. The performance of the FePd (thin) coil spring actuator examined by using DC amplifier. Output force is defined
by the applied dead load (weight). The hybrid magnet of TYPE A, which is same as Fig.7, is used. The electric resistance
is 20Ω.
coil spring. This effect also causes the non-liner curve of
the output force vs. displacement shown in Fig.14(c). The Driving signal, PC
curves except for the 0A current are non-linear, exhibiting (mA) controller
that the slopes of the curves increase in accordance with Power
increasing of the value of the displacement. This means supply
that the spring constant of the coil spring increases during (100V Power amplifier Position
shrinkage of the coil spring due to the stacking effect of the DC) feedback
coil spring. On the other hand, the curve for the 0A current signal, (mV)
is linear, and the slope of the curve is identical to the spring Driving current
(A)
constant of the FePd(thin) coil spring.
By reason of the above non-linear output, the Position
present spring actuator needs to be controlled by a sensor,
feedback control system for a real application purpose. LVDT
Hybrid Magnet
Figure 15 shows an example of the control circuit system (0-100mm
Driving Unit
for the FePd spring actuator driven by the hybrid magnet. stroke)
5.3 Broadening
The advantage of this spring actuator in which the Fig.15. Control circuit system of the FePd coil spring
driving force comes from the hybrid magnet provides actuator driven by hybrid magnet.
flexibility of designing. Improvements and modifications
to this basic embodiment of the design include the
followings. (1) Further improvement of both force and stroke of the actuator is possible by development of the designing of
the hybrid magnet. (2) Changing the diameter and the pitch of the spring or the dimension of the cross section of the spring
wire, the output force and stroke of the actuator can be determined for given requirements of applications. (3) The
movement of the actuator is sufficiently controllable by using an amplifier with a computer.
6. CONCLUSION
A linear actuator based on a coil spring made by a ferromagnetic material is presented together with the new
concept of the stacking effect of the turns of the coil springs, which is driven either by electromagnets or by the hybrid
magnet which consist of electromagnet and permanent magnets. The each turn of the coil spring attracted to the yoke and
comes into contact with it one by one. Accordingly the entire shrinkage of the coil spring is successfully achieved
accompanied by the large stroke of the spring actuator. The performance of the spring actuator, i.e. the output force and
stroke, is variable by changing a lot of factors, such as the diameter and the pitch of the spring or the dimension of the cross
section of the spring wire, and so on. The FePd coil springs were made from the polycrystalline FePd wires of which
cross-section are circular or rectangular. The FePd spring actuator driven by the hybrid magnet based on the above
principle are designed and manufactured. The performance of these actuators is found to be high enough for a practical use.
ACKNOWLEDGMENTS
This study was supported by DARPA-ONR contract (N-00014-00-1-0520). Dr.E.Garcia of DARPA and Dr.R.Barsoum of
ONR are the program monitors. Further support was given by a NEDO grant on Smart Materials where Dr.A.Sakamoto
was the program monitor.
REFERENCES
1. M. Sugiyama, R.Oshima and F.E.Fijita, Trans. Japan Ist.Metals, 27, pp.719, 1986.
2. R.D.James and M.Wuttig, Phil. Mag. A, 77, pp.1273, 1998.
3. H.Kato, Y.Liang, T.Wada, T.Tagawa, M.Taya and T.Mori, to appear in Meter. Sci. Eng. A.
4. H.Kato, T.Wada, T.Tagawa, Y.Liang and M.Taya, Proc. of 50th Anniversary of Japan Society of Materials Sciences,
Osaka, May 21-26, pp.296, 2001.
5. T.Wada, Y.Liang, T.Tagawa, M.Taya and T.Mori, submitted to Acta Met.
6. Y.Liang, T.Wada, T.Tagawa, M.Taya and T.Mori, to appear in Proc. of SPIE, 2002.
7. Y.Liang, H.Kato, M.Taya and T.Mori, to appear in Scripta Meter.
8. K.Oguri, Y.Ochiai, Y.Nishi, S.Ogino and Y.Uchida, Extended Abstracts of 9th Intelligent Materials Forum, Mitoh
Science and Tech, Tokyo, March 16, pp.24-25, 2000.