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Article history: Friction is often ignored when designing a controller for the ball and plate system, which can lead to
Received 30 November 2012 steady-error and stick-slip phenomena, especially for the small amplitude command. It is difficult to
Received in revised form achieve high-precision control performance for the ball and plate system because of its friction. A novel
17 October 2013
reference compensation strategy is presented to attenuate the aftereffects caused by the friction. To
Accepted 12 November 2013
realize this strategy, a linear control law is proposed based on a reduced-order observer. Neither the
Available online 14 December 2013
This paper was recommended for accurate friction model nor the estimation of specific characteristic parameters is needed in this design.
publication by Prof. Yang Quan Chen Moreover, the describing function method illustrates that the limit cycle can be avoided. Finally, the
comparative mathematical simulations and the practical experiments are used to validate the effective-
Keywords: ness of the proposed method.
Ball and plate system
& 2013 ISA. Published by Elsevier Ltd. All rights reserved.
Friction compensation
Disturbance observer
Active disturbance rejection control
Limit cycle
0019-0578/$ - see front matter & 2013 ISA. Published by Elsevier Ltd. All rights reserved.
http://dx.doi.org/10.1016/j.isatra.2013.11.011
672 Y. Wang et al. / ISA Transactions 53 (2014) 671–678
Han proposed a novel philosophy—Active Disturbance Rejec- the outer-loop position control, respectively. These problems are
tion Control (ADRC) algorithm based on the feedback linearization clear for small amplitude position commands. As mentioned in the
philosophy, which does not rely on a refined dynamic model introduction, these problems are caused by the friction of the
[14,15]. ADRC is a disturbance observer based control method and system. Hence, an efficient compensation method is desired to
has demonstrated its effectiveness in many fields [16–23]. In this compensate the friction and obtain high-precision control
paper, ADRC strategy is utilized to reject the friction effect at low performance.
velocity. A reduced-order disturbance observer is proposed to
attenuate the aftereffects caused by the friction on the output of
the traditional PD-type control scheme instead of compensating 3. Disturbance observer based compensation strategies
the primary friction mechanics. In other words, a pseudo reference
command is produced to counteract the output error during the In this section, two compensation methods are presented based
steady-state phase. Moreover, the describing function technique is on disturbance observers. Firstly, we give the design process of a
used to test whether the proposed method can generate limit reference compensation strategy. And then, a direct compensation
cycles or not. strategy is described. It means that an observer is added to the
The rest parts of the paper are organized as follows: Section 2 position PD controller in the original control structure. Without
formulates the problem. Section 3 derives the disturbance obser- loss of generality, this paper only gives the control design process
ver based linear control laws for the reference compensation for the x-axis.
strategy. In Section 4, the analysis of limit cycle is performed
using the describing function technique. Section 5 provides the 3.1. Reference compensation strategy
comparative numerical simulations and experiments to verify the
proposed methodology. Finally, the concluding remarks are given For the system studied in this paper, the inner-loop angular
in the last section. control is fixed and the friction model based direct compensation
cannot be realized. However, with respect to this practical situa-
tion, it is possible that a pseudo-position reference, which is fed
2. Problem formulation into the outer position loop, can be designed to achieve zero
steady-error. The reference compensation strategy is shown in
On the basis of the Lagrange method, the nonlinear equations Fig. 2. This is a triple loop cascade system with the two inner loops
of the ball and plate system can be formulated as [2] unchanged.
m Based on the mature MSMD O121P1U board, the original
x€ ¼ _ mg ð sin α μ cos αÞ;
½xα_ 2 þ α_ βy ð1Þ position control system is well-tuned by the developer and the
m þ I b =r 2 m þ I b =r 2
system exhibits over-damped characteristic without limit cycle,
m which can be represented by a first-order model
y€ ¼
2
_ mg ð sin β μ cos βÞ;
½yβ_ þ α_ βx ð2Þ
m þ I b =r 2 m þ I b =r 2 xðsÞ Km
GP ðsÞ ¼ ¼ ð5Þ
rðsÞ τs þ 1
1 1
α€ ¼ ð2mxx_ α_ þ mxyβ€ þ mx_ yβ_ þ mxy_ β_ þmgx cos αÞ þ τx
ðI p þI b þmx2 Þ ðI p þ I b þmx2 Þ where r is the pseudo-reference command as shown in Fig. 2. The
ð3Þ Eq. (5) can be reformulated as
β€ ¼
1
ð2myy_ β_ þ mxyα€ þmx_ yα_ þ mxy_ α_ þmgy cos βÞ þ
1
τy
which can be described in a state-space form
ðIp þ Ib þ my2 Þ ðI p þ I b þmy2 Þ 8
_
ð4Þ < x1 ¼ x2 þ br;
>
x_ 2 ¼ w; : ð7Þ
where m and r are the mass and radius of the ball respectively, g is >
:y ¼x ;
o 1
the gravitational constant, Ib is the mass moment of inertia of the
ball, Ip is the mass moment of inertia of the plate, x and y are the where
relative positions of the ball on the two axes of the plate with 8
regard to the center respectively, x_ and y_ are the corresponding < x1 ¼ x;
>
x2 ¼ x=τ; : ð8Þ
velocities, α and β are the angles of the plate in x-axis and y-axis >
: b ¼ K =τ;
respectively, μ is the sliding friction coefficient between the ball m
and the plate, τx and τy are the torques applied to the plate in the
where yo is the measurable output, x2 is known as an extended
x-axis and y-axis respectively. It should be noted that the friction
state [14] and w is its derivative. In x2, the consequences caused by
_ are included
torques with respect to the angular velocities, α_ and β,
the friction torque, the disturbance torque and the model uncer-
in τx and τy, respectively.
tainties can be assembled. It is not a real physical state but a
In practice, the x axe and the y axe are weakly coupled for a
combined signal. w is a pseudo manipulation variable that gen-
static position control [5]. Hence, the control laws for these two
erates x2 and terminates the description of the states. It should be
axes can be designed separately. The block diagram for each axis is
noted that any discontinuous property of the velocity, such as the
shown in Fig. 1. Here, the cascade control structure is employed,
Coulomb friction, can be transformed via a physical integrator
where the angular reference produced by the outer-loop position-
naturally contained in the motor into a continuous format at the
error based controller is fed into the inner-loop controller to track.
angular position end. This establishes a favorable condition for
The inner-loop system is an angular servo system and is driven by
employing conventional estimation schemes.
MSMD O121P1U board developed by Panasonic Corporation. In the
Now, we present the estimation method for obtaining x2 to be
experiment, a fixed angular PD controller is employed on the
used in the subsequent control design. Since the state x1 can be
board, which is unable to be modified. For this system, there is no
measured directly, a reduced-order observer is introduced to
way to measure the angular information. When the system is in
decrease the phase lag as
operation, the steady-error and the limit cycles will emerge
when the PD controller and the PID controller are employed in z_ 2 ¼ lð br z2 þ x_ Þ ð9Þ
Y. Wang et al. / ISA Transactions 53 (2014) 671–678 673
Fig. 1. Block diagram of control configuration for ball and plate system.
where z2 is the estimation for x2 and l is the observer gain. As x_ is the friction, which leads to the position steady-error, can be
not available, we define a new state eliminated too.
zc ¼ z2 lx ð10Þ
which can yield a linear reduced-order state observer (11) for (7) 3.2. Direct compensation strategy
z_ c ¼ lz2 lbr ð11Þ
Here, a direct position compensation strategy based on a
Because x2 is the extended state, the observer, i.e. the combination disturbance observer is presented to make further comparisons.
of (10) (z2 ¼ zc þlx) and (11), is called Extended State Observer Without changing the original position PD controller, a second-
(ESO) [14]. The observer gain l can be denoted as ωo, the observer order extended state observer is added to compensate the error
bandwidth. With a well-tuned observer, one can obtain z2 Ex2. If effects caused by the friction. This is a double loop cascade control
the pseudo-reference signal is described in the form of structure as shown in Fig. 1 where the compensation is supple-
r ¼ ðr 0 z2 Þ=b ð12Þ mented to the outer position control loop.
As the angular loop has fast and accurate tracking performance,
where r0 is a virtual control variable, the original system (6) can be
it can be approximately considered as a unit gain when designing
reformulated as
the compensator, which means that αEαr and the dynamic plant
x_ ¼ r 0 ð13Þ from the angular command αr to the position xd can be described
by Eq. (1). Because the sliding friction coefficient μE0 and
In a word, the essential function of the observer is to simplify the
assuming that the plate rotates within small angles, Eq. (1) can
original system (5) to a pure integrator where the new control
be approximated by
variable is r0. This is just the philosophy of feedback linearization
however in the absence of a refined model. It is reasonable to m
x€ d ¼ _ mg α;
½x α_ 2 þ α_ βy ð16Þ
employ the classical PD control form for r0: m þ I b =r 2 d m þ I b =r 2
r 0 ¼ ke ðxc xÞ kv x_ ð14Þ
whose state-space representation is
where xc is the desired position. In summary, the reference
(
compensation becomes x€ d ¼ f d þ bd α;
ð17Þ
r ¼ ðke ðxc xÞ kv x_ z2 Þ=b ð15Þ yd ¼ xd ;
where ke and kv are the gains of the virtual control variable. Now
the design process is finalized for the reference compensation where yd is the measurement output, and
strategy. It can be seen that the controller is in a complete linear 8
<fd ¼ m _
½x α_ 2 þ α_ βy;
form, so it is called Linear Active Disturbance Rejection Control m þ I b =r 2 d
ð18Þ
(LADRC) [24]. Although the LADRC is linear-time-invariant, it can : bd ¼ mg=ðm þ I b =r 2 Þ:
be applied to control the nonlinear, time-variant and uncertain
processes with very little model information. Define xd,1 ¼yd, xd;2 ¼ x_ d;1 and xd,3 ¼fd (extended state), Eq. (17) can
Remark 1. The friction can cause position steady-error for Fig. 1. It be rewritten as
can be thought that there is a disturbance in the control output (r) 8
> x_ ¼ xd;2 ;
or the position command, which produces steady-error. This < d;1
disturbance is also included in the extended state, i.e. the total x_ d;2 ¼ xd;3 þ bd α; ð19Þ
>
: x_ ¼ w ;
disturbance, which makes the plant deviate from an ideal inte- d;3 d
grator. The total disturbance can be captured by the observer
quickly, and then an opposite control action can be implemented where wd is assumed to be the source of the total disturbance. As
to cancel it. In such a way, the equivalent disturbance triggered by aforementioned, the reduced-order observer for (19) can be
674 Y. Wang et al. / ISA Transactions 53 (2014) 671–678
Nyquist Diagram
1.5
0.5
Imaginary Axis
0
−0.5
PID control
−1
−1.5
−1.4 −1.2 −1 −0.8 −0.6 −0.4 −0.2 0 0.2
Real Axis
Fig. 6. Nyquist plots for the linear part and 1/N(A): PID and direct compensation
control schemes.
0.1
15
0
−0.1
X(mm)
10
−0.2
−0.3 5
−0.4
−0.5 0
−0.2 −0.15 −0.1 −0.05 0 0.05 0.1 0.15 0.2
Real Axis
-5
Fig. 7. Nyquist plots for the linear part and 1/N(A): reference compensation
control scheme. -10
0 10 20 30 40 50
Time(sec)
Fig. 10. Experimental results for 15 mm step response with PID and direct
compensation control in x-axis.
Direct compensation control and direct compensation control strategies within the framework of
25 PID control the traditional double loop cascade control structure. Moreover, this
approach can also be applied to many other mechanical systems
20 operating in the low-velocity regime with high-precision require-
ments since it can reject the harmful effects caused by the friction.
15
Y(mm)
10
Acknowledgment
5
The authors thank the editors and the anonymous reviewers
0 for their helpful comments and suggestions that have improved
the presentation of this manuscript. This work was supported
-5
partly by the Natural Science Foundation of China under Grant
0 10 20 30 40 50 61174094 and 61273138, the Program for New Century Excellent
Time(sec) Talents in University under Grant no.NCET-10–0506, the Tianjin
Natural Science Foundation under Grant no. 13JCYBJC17400, the
Fig. 11. Experimental results for 15 mm step responses with PID and direct
China/South African Research Cooperation Program (No. 78673)
compensation control in y-axis.
and South Africa National Research Foundation Incentive (Grant
no. 81705).
25 Reference compensation control
PD control
Pesudo reference command
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