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CHAPTER 1
FUNDAMENTAL OF MOTION CONTROL
SYSTEMS AND THEIR APPLICATIONS
OUTLINE
 INTRODUCTION TO MOTION
  CONTROL
 COMPONENTS OF MOTION
  CONTROL SYSTEM
 MOTION CONTROL VARIABLES:
  POSITION, ANGLE, SPEED
 APPLICATION OF MOTION
  CONTROL
INTRODUCTION TO MOTION
CONTROL
 Subfield of automation in which the
  position and/or velocity of machines are
  controlled using some type of device such
  as hydraulic pump, linear actuator or
  servo.
 Widely used in the packaging, printing,
  textile, semiconductor production and
  assembly industries.
INTRODUCTION TO MOTION
CONTROL
 The interface between the motion
  controller and the drives it controls is very
  critical when coordinated motion is required
  as it must provide tight synchronization.
 Previously only used analog signal but later
  more interfaces were developed for
  coordinated motion control.
    ◦ SERCOS in 1991
    ◦ Profinet
    ◦ EtherCAT
Common control functions:

  Velocity control.
 Position (point-to-point) control:
     Several methods for computing a motion
      trajectory.
     often based on the velocity profiles of a move
      such as a triangular profile, trapezoidal profile,
      or an S-curve profile.
   Pressure or Force control.
Common control functions:

Electronic   gearing (or cam profiling):
  ◦ The position of a slave axis is mathematically
    linked to the position of a master axis. A good
    example of this would be in a system where two
    rotating drums turn at a given ratio to each
    other.
  ◦ A more advanced case of electronic gearing is
    electronic camming. With electronic camming, a
    slave axis follows a profile that is a function of
    the master position.
INDUSTRIAL MOTION
CONTROL CATEGORIES:
 Sequencing
 Speed control
 Point-to-point control
SEQUENCING
 refers to the control of several
  operations so that they all occur in a
  particular order.
 simplest example:
    ◦ progression of events that take place through
      the mechanical linkages of a player piano.
    ◦ opening and closing valves can be sequenced
      mechanically with cam shafts.
SEQUENCING
   Sequencing generally becomes too
    complicated to be handled mechanically in
    industrial equipment such as conveyor
    lines.
    ◦ Option: using time delay relays
    ◦ Better alternative: using PLC
SPEED CONTROL
 Refers to applications involving machines
  run at varying speeds or torques.
 Source of power for such applications is
  generally either an internal combustion
  engine, or an electric, hydraulic, or
  pneumatic motor.
SPEED CONTROL
 Speed can be controlled either
  mechanically or, in the case of electric
  motors, electronically.
 Mechanical speed-control components
  include clutches and brakes, adjustable
  speed drives, traction drives,
  transmissions, and fluid coupled drives.
 Electronic speed control manipulates
  applied electrical power to control
  velocity and torque.
SPEED CONTROL
 Electronic speed control in ac motors
  employs special amplifiers or drives.
  These generally vary ac motor speed with
  adjustable-frequency inverters.
 More expensive than mechanical speed
  controls, they provide the advantage of
  reduced energy costs.
POINT TO POINT CONTROL
 Refers to applications where something
  must move from one point to another at
  a constant speed.
 There are two factors that must be
  controlled:
    ◦ Speed
    ◦ Distance.
POINT TO POINT CONTROL
   Examples:
    ◦ in x-y tables and in machining, where a tool
      moves in a straight line while it touches a
      work piece along one axis.
MOTION CONTROL SYSTEM
COMPONENTS
MOTION CONTROL SYSTEM
COMPONENTS
 Application software – You can use
  application software to command target positions
  and motion control profiles.
 Motion controller – The motion controller
  acts as brain of the of the system by taking the
  desired target positions and motion profiles and
  creating the trajectories for the motors to follow,
  but outputting a ±10 V signal for servo motors,
  or a step and direction pulses for stepper
  motors.
 Amplifier or drive – Amplifiers (also called
  drives) take the commands from the controller
  and generate the current required to drive or
  turn the motor.
MOTION CONTROL SYSTEM
COMPONENTS
 Motor – Motors turn electrical energy
  into mechanical energy and produce the
  torque required to move to the desired
  target position.
 Mechanical elements – Motors are
  designed to provide torque to some
  mechanics. These include linear slides,
  robotic arms, and special actuators.
MOTION CONTROL SYSTEM
COMPONENTS
   Feedback device or position sensor –
    A position feedback device is not
    required for some motion control
    applications (such as controlling stepper
    motors), but is vital for servo motors.
    The feedback device, usually a quadrature
    encoder, senses the motor position and
    reports the result to the controller,
    thereby closing the loop to the motion
    controller.
APPLICATION SOFTWARE
   Divided into three categories:
    ◦ Configuration
    ◦ Prototype
    ◦ Application development environment (ADE)
CONFIGURATION
   One of the first things to do is configure
    your system for all your motion control
    and other hardware.
PROTOTYPE
 Prototyping and developing your
  application.
 In this phase, you create your motion
  control profiles and test them on your
  system to make sure they are what you
  intended.
APPLICATION DEVELOPMENT
ENVIRONMENT
   For this, you use driver-level software in
    an ADE such as LabVIEW, C, or Visual
    Basic.
MOTION CONTROLLER
   A motion controller acts as the brain of
    the motion control system and calculates
    each commanded move trajectory.

   Because this task is vital, it often takes
    place on a digital signal processor (DSP)
    on the board itself to prevent
MOTION CONTROLLER
 The motion controller uses the
  trajectories it calculates to determine the
  proper torque command to send to the
  motor amplifier and actually cause
  motion.
 The motion controller must also close
  the PID control loop. Because this
  requires a high level of determinism and
  is vital to consistent operation, the
  control loop typically closes on the board
  itself.
MOTION CONTROLLER
   Along with closing the control loop, the
    motion controller also manages
    supervisory control by monitoring the
    limits and emergency stops to ensure safe
    operation.
CALCULATING TRAJECTORY
 The motion trajectory describes the
  motion controller board control or
  command signal output to the
  driver/amplifier, resulting in
  motor/motion action that follows the
  profile.
 The typical motion controller calculates
  the motion profile trajectory segments
  based on the parameter values you
  program.
CALCULATING TRAJECTORY
   The motion controller uses the desired
    target position, maximum target velocity,
    and acceleration values you give it to
    determine how much time it spends in
    the three primary move segments (which
    include acceleration, constant velocity,
    and deceleration).
Typical trapezoidal velocity profile
MOTOR AMPLIFIERS & DRIVES
 Part of the system that takes commands
  from the motion controller in the form of
  analogue voltage signals with low current
 Converts them into signals with high
  current to drive the motor.
MOTOR AMPLIFIERS & DRIVES
   Motor drives come in many different
    varieties and are matched to the specific
    type of motor they drive.
    ◦ For example, a stepper motor drive connects
      to stepper motors, and not servo motors.
   Along with matching the motor
    technology, the drive must also provide
    the correct peak current, continuous
    current, and voltage to drive the motor.
MOTORS & MECHANICAL ELEMENTS
 Motor selection and mechanical design is
  a critical part of designing your motion
  control system.
 Many motor companies offer assistance in
  choosing the right motor.
MOTORS & MECHANICAL ELEMENTS




   After determining which technology you
    want to use, you need to determine the
    torque and inertia at the motor shaft.
FEEDBACK DEVICES
 Help the motion controller know the
  motor location.
 The most common position feedback
  device is the quadrature encoder, which
  gives positions relative to the starting
  point.
FEEDBACK DEVICES
   Other feedback devices:
    ◦ potentiometers that give analogue position
      feedback
    ◦ tachometers that provide velocity feedback
    ◦ absolute encoders for absolute position
      measurements, and
    ◦ resolvers that also give absolute position
      measurements.
MOTION IO
 Protection from damaging the system.
 Includes limit switches, home switches,
  position triggers, and position capture
  inputs.
 Limit switches provide information about
  the end of travel to help you avoid
  damaging your system.
MOTION CONTROLLER VARIABLES:
POSITION,ANGLE & SPEED
 A system with a feedback controller will
  attempt to drive the system to a state
  described by the desired input, such as a
  velocity.
 In practical applications this setpoint
  needs to be generated automatically. A
  simple motion control system is used to
  generate setpoints over time.
   The motion profile is then used to
    generate a set of setpoints, and times
    they should be output. The setpoint
    scheduler will then use a real-time clock
    to output these setpoints to the motor
    drive.
MOTION PROFILES
   Consist of:
    ◦ Velocity profile
    ◦ Position profile
Trapezoidal velocity profile
 A trapezoidal velocity profile is shown.
 The area under the curve is the total
  distance moved. The slope of the initial
  and final ramp is the maximum
  acceleration and deceleration.
 The top level of the trapezoid is the
  maximum velocity.
Trapezoidal velocity profile
   Some controllers allow the user to use
    the acceleration and deceleration times
    instead of the maximum acceleration and
    deceleration. This profile gives a
    continuous acceleration, but there will be
    a jerk (third order derivative) at the four
    sharp corners.
/s
Example 1
Example 2
   The motion in Example 2 is so short the axis never reaches the
    maximum velocity.

   This is made obvious by the negative time at maximum velocity.
Example 3
Example 4
   In some cases the jerk should be minimized.
     ◦ can be achieved by replacing the acceleration ramps
       with a smooth polynomial.
   Two quadratic polynomials will be used for the
    acceleration, and another two for the deceleration.
MULTI AXIS MOTION
   In a machine with multiple axes the
    motions of individual axes must often be
    coordinated.
    ◦ A simple example >robot that needs to move
      two joints to reach a new position. We could
      extend the motion of the slower joints so
      that the motion of each joint would begin and
      end together.
   When the individual axis of a machine is
    not coordinated this is known as slew
    motion
SLEW MOTION
 Each of the axes will start moving at the
  same time, but finish at separate times.
 Consider the example :A three axis
  motion is required from the starting
  angles of (40, 80, -40) deg, and must end
  at (120, 0, 0) deg. The maximum absolute
  accelerations and decelerations are (50,
  100, 150)degrees/sec2, and the maximum
  velocities are (20, 40, 50) degrees/sec.
Example 5
   These are done in vector format for
    simplicity. All of the joints reach the
    maximum acceleration. The fastest
    motion is complete in 1.13s, while the
    longest motion takes 4.4s.
Example 5
Interpolated motion
 In interpolated motion the faster joints
  are slowed so that they finish in
  coordination with the slowest.
 Essential in devices such as CNC milling
  machines. If this did not occur a straight
  line cut in the x-y plane would actually be
  two straight lines.
Interpolated motion
 The slew motion example 5 can be
  extended where all joints finish their
  motion at 4.4s. This can be done by
  accelerating at the maximum acceleration,
  but setting a new maximum velocity.
 This is shown in the Example 6 using the
  results from the Example 5.
Example 6

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Chapter 1

  • 1. CHAPTER 1 FUNDAMENTAL OF MOTION CONTROL SYSTEMS AND THEIR APPLICATIONS
  • 2. OUTLINE  INTRODUCTION TO MOTION CONTROL  COMPONENTS OF MOTION CONTROL SYSTEM  MOTION CONTROL VARIABLES: POSITION, ANGLE, SPEED  APPLICATION OF MOTION CONTROL
  • 3. INTRODUCTION TO MOTION CONTROL  Subfield of automation in which the position and/or velocity of machines are controlled using some type of device such as hydraulic pump, linear actuator or servo.  Widely used in the packaging, printing, textile, semiconductor production and assembly industries.
  • 4. INTRODUCTION TO MOTION CONTROL  The interface between the motion controller and the drives it controls is very critical when coordinated motion is required as it must provide tight synchronization.  Previously only used analog signal but later more interfaces were developed for coordinated motion control. ◦ SERCOS in 1991 ◦ Profinet ◦ EtherCAT
  • 5. Common control functions:  Velocity control.  Position (point-to-point) control:  Several methods for computing a motion trajectory.  often based on the velocity profiles of a move such as a triangular profile, trapezoidal profile, or an S-curve profile.  Pressure or Force control.
  • 6. Common control functions: Electronic gearing (or cam profiling): ◦ The position of a slave axis is mathematically linked to the position of a master axis. A good example of this would be in a system where two rotating drums turn at a given ratio to each other. ◦ A more advanced case of electronic gearing is electronic camming. With electronic camming, a slave axis follows a profile that is a function of the master position.
  • 7. INDUSTRIAL MOTION CONTROL CATEGORIES:  Sequencing  Speed control  Point-to-point control
  • 8. SEQUENCING  refers to the control of several operations so that they all occur in a particular order.  simplest example: ◦ progression of events that take place through the mechanical linkages of a player piano. ◦ opening and closing valves can be sequenced mechanically with cam shafts.
  • 9. SEQUENCING  Sequencing generally becomes too complicated to be handled mechanically in industrial equipment such as conveyor lines. ◦ Option: using time delay relays ◦ Better alternative: using PLC
  • 10. SPEED CONTROL  Refers to applications involving machines run at varying speeds or torques.  Source of power for such applications is generally either an internal combustion engine, or an electric, hydraulic, or pneumatic motor.
  • 11. SPEED CONTROL  Speed can be controlled either mechanically or, in the case of electric motors, electronically.  Mechanical speed-control components include clutches and brakes, adjustable speed drives, traction drives, transmissions, and fluid coupled drives.  Electronic speed control manipulates applied electrical power to control velocity and torque.
  • 12. SPEED CONTROL  Electronic speed control in ac motors employs special amplifiers or drives. These generally vary ac motor speed with adjustable-frequency inverters.  More expensive than mechanical speed controls, they provide the advantage of reduced energy costs.
  • 13. POINT TO POINT CONTROL  Refers to applications where something must move from one point to another at a constant speed.  There are two factors that must be controlled: ◦ Speed ◦ Distance.
  • 14. POINT TO POINT CONTROL  Examples: ◦ in x-y tables and in machining, where a tool moves in a straight line while it touches a work piece along one axis.
  • 16. MOTION CONTROL SYSTEM COMPONENTS  Application software – You can use application software to command target positions and motion control profiles.  Motion controller – The motion controller acts as brain of the of the system by taking the desired target positions and motion profiles and creating the trajectories for the motors to follow, but outputting a ±10 V signal for servo motors, or a step and direction pulses for stepper motors.  Amplifier or drive – Amplifiers (also called drives) take the commands from the controller and generate the current required to drive or turn the motor.
  • 17. MOTION CONTROL SYSTEM COMPONENTS  Motor – Motors turn electrical energy into mechanical energy and produce the torque required to move to the desired target position.  Mechanical elements – Motors are designed to provide torque to some mechanics. These include linear slides, robotic arms, and special actuators.
  • 18. MOTION CONTROL SYSTEM COMPONENTS  Feedback device or position sensor – A position feedback device is not required for some motion control applications (such as controlling stepper motors), but is vital for servo motors. The feedback device, usually a quadrature encoder, senses the motor position and reports the result to the controller, thereby closing the loop to the motion controller.
  • 19. APPLICATION SOFTWARE  Divided into three categories: ◦ Configuration ◦ Prototype ◦ Application development environment (ADE)
  • 20. CONFIGURATION  One of the first things to do is configure your system for all your motion control and other hardware.
  • 21. PROTOTYPE  Prototyping and developing your application.  In this phase, you create your motion control profiles and test them on your system to make sure they are what you intended.
  • 22. APPLICATION DEVELOPMENT ENVIRONMENT  For this, you use driver-level software in an ADE such as LabVIEW, C, or Visual Basic.
  • 23. MOTION CONTROLLER  A motion controller acts as the brain of the motion control system and calculates each commanded move trajectory.  Because this task is vital, it often takes place on a digital signal processor (DSP) on the board itself to prevent
  • 24. MOTION CONTROLLER  The motion controller uses the trajectories it calculates to determine the proper torque command to send to the motor amplifier and actually cause motion.  The motion controller must also close the PID control loop. Because this requires a high level of determinism and is vital to consistent operation, the control loop typically closes on the board itself.
  • 25. MOTION CONTROLLER  Along with closing the control loop, the motion controller also manages supervisory control by monitoring the limits and emergency stops to ensure safe operation.
  • 26. CALCULATING TRAJECTORY  The motion trajectory describes the motion controller board control or command signal output to the driver/amplifier, resulting in motor/motion action that follows the profile.  The typical motion controller calculates the motion profile trajectory segments based on the parameter values you program.
  • 27. CALCULATING TRAJECTORY  The motion controller uses the desired target position, maximum target velocity, and acceleration values you give it to determine how much time it spends in the three primary move segments (which include acceleration, constant velocity, and deceleration).
  • 29. MOTOR AMPLIFIERS & DRIVES  Part of the system that takes commands from the motion controller in the form of analogue voltage signals with low current  Converts them into signals with high current to drive the motor.
  • 30. MOTOR AMPLIFIERS & DRIVES  Motor drives come in many different varieties and are matched to the specific type of motor they drive. ◦ For example, a stepper motor drive connects to stepper motors, and not servo motors.  Along with matching the motor technology, the drive must also provide the correct peak current, continuous current, and voltage to drive the motor.
  • 31. MOTORS & MECHANICAL ELEMENTS  Motor selection and mechanical design is a critical part of designing your motion control system.  Many motor companies offer assistance in choosing the right motor.
  • 32. MOTORS & MECHANICAL ELEMENTS  After determining which technology you want to use, you need to determine the torque and inertia at the motor shaft.
  • 33. FEEDBACK DEVICES  Help the motion controller know the motor location.  The most common position feedback device is the quadrature encoder, which gives positions relative to the starting point.
  • 34. FEEDBACK DEVICES  Other feedback devices: ◦ potentiometers that give analogue position feedback ◦ tachometers that provide velocity feedback ◦ absolute encoders for absolute position measurements, and ◦ resolvers that also give absolute position measurements.
  • 35. MOTION IO  Protection from damaging the system.  Includes limit switches, home switches, position triggers, and position capture inputs.  Limit switches provide information about the end of travel to help you avoid damaging your system.
  • 36. MOTION CONTROLLER VARIABLES: POSITION,ANGLE & SPEED  A system with a feedback controller will attempt to drive the system to a state described by the desired input, such as a velocity.  In practical applications this setpoint needs to be generated automatically. A simple motion control system is used to generate setpoints over time.
  • 37. The motion profile is then used to generate a set of setpoints, and times they should be output. The setpoint scheduler will then use a real-time clock to output these setpoints to the motor drive.
  • 38. MOTION PROFILES  Consist of: ◦ Velocity profile ◦ Position profile
  • 39. Trapezoidal velocity profile  A trapezoidal velocity profile is shown.  The area under the curve is the total distance moved. The slope of the initial and final ramp is the maximum acceleration and deceleration.  The top level of the trapezoid is the maximum velocity.
  • 40. Trapezoidal velocity profile  Some controllers allow the user to use the acceleration and deceleration times instead of the maximum acceleration and deceleration. This profile gives a continuous acceleration, but there will be a jerk (third order derivative) at the four sharp corners.
  • 41. /s
  • 42.
  • 44. Example 2  The motion in Example 2 is so short the axis never reaches the maximum velocity.  This is made obvious by the negative time at maximum velocity.
  • 45.
  • 47. Example 4  In some cases the jerk should be minimized. ◦ can be achieved by replacing the acceleration ramps with a smooth polynomial.  Two quadratic polynomials will be used for the acceleration, and another two for the deceleration.
  • 48.
  • 49.
  • 50. MULTI AXIS MOTION  In a machine with multiple axes the motions of individual axes must often be coordinated. ◦ A simple example >robot that needs to move two joints to reach a new position. We could extend the motion of the slower joints so that the motion of each joint would begin and end together.  When the individual axis of a machine is not coordinated this is known as slew motion
  • 51. SLEW MOTION  Each of the axes will start moving at the same time, but finish at separate times.  Consider the example :A three axis motion is required from the starting angles of (40, 80, -40) deg, and must end at (120, 0, 0) deg. The maximum absolute accelerations and decelerations are (50, 100, 150)degrees/sec2, and the maximum velocities are (20, 40, 50) degrees/sec.
  • 52.
  • 53. Example 5  These are done in vector format for simplicity. All of the joints reach the maximum acceleration. The fastest motion is complete in 1.13s, while the longest motion takes 4.4s.
  • 55. Interpolated motion  In interpolated motion the faster joints are slowed so that they finish in coordination with the slowest.  Essential in devices such as CNC milling machines. If this did not occur a straight line cut in the x-y plane would actually be two straight lines.
  • 56. Interpolated motion  The slew motion example 5 can be extended where all joints finish their motion at 4.4s. This can be done by accelerating at the maximum acceleration, but setting a new maximum velocity.  This is shown in the Example 6 using the results from the Example 5.