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Article history: This paper proposes a self-tuning PI controller for the speed control of electrical motor drives. The pro-
Received 4 April 2014 posed PI controller gains are adjustable parameters and will be updated online depending on the speed
Received in revised form 6 September 2014 error. They are designed to vary within a pre-determined range to eliminate the problems faced by
Accepted 5 October 2014
the conventional fixed PI controller. The performance of the proposed self-tuning PI controller using a
field oriented control (FOC) of hybrid stepper motor (HSM) is simulated and compared with the con-
Keywords:
ventional PI controller under tracking performance, parameters variation and load torque disturbances.
Self-tuning PI controller
The proposed controller is implemented with DSP-DS1102 control board and evaluated through labo-
DSP-based control
Hybrid stepper motor
ratory experiments for the HSM drive. Simulation and experimental results show the effectiveness of
Field oriented control the proposed approach. It is very simple and has given improved results when compared with previous
Adaptive control approaches.
Speed control © 2014 Elsevier B.V. All rights reserved.
http://dx.doi.org/10.1016/j.epsr.2014.10.004
0378-7796/© 2014 Elsevier B.V. All rights reserved.
294 M.S. Zaky / Electric Power Systems Research 119 (2015) 293–303
sliding mode controller (SMC) for a stepper motor has been pro- • The proposed self-tuning PI controller is compared with the
posed in [14]. A Lyapunov-based control with a nonlinear observer conventional One-Degree-Of-Freedom (1DOF) PI control and the
in microstepping for permanent magnet stepper motors has been Two-Degrees-Of-Freedom (2DOF) PI control.
proposed in [15]. In this work, the stability of the closed-loop
system has been analyzed. The application of the conditional servo- This paper is organized as follows: Section 2 presents the
compensator technique to position control of a permanent magnet dynamic modeling of HSM. Section 3 describes the mathematical
stepper motor, which incorporates a servocompensator as part of model of FOC. In Section 4, the 1DOF PI controller, the 2DOF PI con-
a robust SMC design, has been presented in [16]. troller and the proposed self-tuning PI controller for speed control
Recently, artificial intelligence control techniques have been of HSM are presented and compared. Sections 5 and 6 present the
presented to represent motion control systems which are difficult simulation and experimental results. Finally, Section 7 gives the
to be represented by mathematical models [17–21]. A laboratory conclusion of the current paper.
experiment of fuzzy logic controller using a 16-b microcontroller
for a stepper motor drive has been described in [8,17]. An artifi-
cial neural network (ANN) control scheme has been proposed in 2. Dynamic modeling of HSM
[18,19]. The ANN shows good results in stepper motor speed tra-
jectory tracking [18]. However, when the system is subjected to a The mathematical model of a HSM assumes that the magnetic
sudden load disturbance, the ANN takes a long recovery time to circuit is linear (no saturation) and the mutual inductance between
cope the changes because it requires large amount of computa- phases is negligible. So, the motor can be represented by the fol-
tions for learning and adaptation. In [19], the controller achieves lowing electric equations;
the tracking process with a high degree of accuracy; even in the
presence of external disturbance. A low-speed-damping controller dia
va = Rs ia + Ls − Nr m ωr sin(Nr r ) (1)
for a stepper motor using ANN, to improve the performance at less dt
than the resonance speed, has been presented in [20]. An intelligent dib
control scheme using online growing radial basis neural network vb = Rs ib + Ls − Nr m ωr sin(Nr r − /2) (2)
dt
controller in parallel with an implicit model adaptive controller has
been proposed in [21]. where ia and ib are the currents of phases A and B, va and vb are the
It is well known that a conventional PI controller is most widely phase voltages, Rs is the phase resistance, Ls is the phase induct-
used in industry due to its simple control structure, ease of design ance, ωr is the angular velocity, r is the mechanical rotor position,
and low cost. However, the PI controller is unable of simultaneously m is the motor maximum magnetic flux, and Nr is the rotor teeth
meeting good step reference tracking and good load torque rejec- number.
tion. Moreover, it suffers from disadvantages of slow response, The electromagnetic torque produced by a two-phase HSM is
large overshoots, and oscillations. Because of the widespread use of equal to the sum of the torque resulting from the interaction of the
PI control it is highly desirable to tune this controller gains [22–25]. phase currents with magnetic fluxes created by the magnets and
During the past decades, a lot of attention has been given to the detent torque, which results from the magnets of the rotor. The
the problem of designing adaptive controllers and self-tuning reg- total torque equals
ulators. Various types of self-tuning PID controllers have been
proposed in [26]. Different approaches have been adopted for Te = −Nr m ia sin(Nr r ) − Nr m ib sin(Nr r − /2) − Tdm sin(2Nr r )
pole-assignment regulators, where the controllers are chosen
(3)
in such a way that the closed-loop-system poles are placed at
prespecified positions depending on the required system perfor-
where Tdm is the detent torque of HSM.
mance. Pole and/or zero assignment approach for the purpose
of tuning a PID controller has been presented in [27–31]. Gain
scheduled scheme for PI controller, as it is simple to imple- 3. Field oriented control of HSM
ment and provides good performance, has been proposed in
[32,33]. 3.1. Motor d–q model
The PI controller gains of this control scheme are tuned such that
the drive system exhibits satisfactory transient and steady state In order to have linear and decoupling terms, the model of the
responses under varying operating conditions. Therefore, in order HSM in the d–q rotor reference frame, by applying the Park trans-
to improve the shortcomings of dynamic performance associated formation to Eqs. (1) and (2), can be expressed as follows [34,35]:
with the conventional fixed PI controller and at the same time main-
tains its advantages, a self-tuning of its gains becomes an effective did Rs v
= − id + Nr ωr iq + d (4)
choice. dt Ld Ld
The main contributions of this paper are as follows:
diq Rs Km vq
= − iq − Nr ωr id − ωr + (5)
dt Lq Lq Lq
Fig. 1. Block diagram of a field oriented controlled HSM drive system using the proposed self-tuning PI controller.
3.2. Field oriented control principles necessary for better control effort. Similarly, when the speed error
is small a high value of integral gain is necessary to overcome steady
In order to simplify the control, direct current id is set to zero. state error.
Then, the developed torque can be expressed as: The self-tuning PI controller output, which is considered as the
reference torque component of the motor, can be described as:
Te = Km iq∗ , id = 0 (8)
The electromechanical equation becomes iq∗ = Kp (t)e(t) + Ki (t) e(t)dt (12)
dωr Km ∗ B TL
= i − ωr − (9) where e(t) = ωr∗ (t) − ωr (t), Kp (t) is the proportional gain and Ki (t)
dt J q J J
is the integral gain. These gains are functions of the speed error e(t).
The overall block diagram control structure for the speed control The gain Kp (t) is expressed as a function of speed error as follows:
of a HSM drive system can be constructed as shown in Fig. 1.
Kp (t) = Kp(max) − (Kp(max) − Kp(min) )e−[ke(t)] (13)
4. Speed control schemes of HSM where k is a constant which decides the rate at which Kp (t) varies
between maximum and minimum values of the proportional gain.
4.1. Design of the conventional PI controller A large proportional gain, Kp(max) is used to speed up the transient
response when the speed error e(t) is large and when the error
The conventional fixed PI controller can be constructed as fol- e(t) becomes small, a minimum proportional gain Kp(min) is used
lows: to eliminate overshoots and oscillations. The integral gain Ki (t) is
expressed as a function of speed error signal e(t) as:
iq∗ = Kpc e(t) + Kic e(t)dt (10)
Ki (t) = Ki(max) e−[ke(t)] (14)
The conventional PI controller gains (Kpc and Kic ) are tuned at Under steady state condition when speed error e(t) is small, large
rated conditions based on Ziegler–Nichols tuning rules and have integral gain is used to overcome the steady state error. When the
these fixed values along with the different operating conditions. error is large, a small integral gain is used in order to eliminate
The Ziegler–Nichols tuning rules consist of determining the the undesirable oscillations and overshoot. In transient condition,
point where the Root-locus plot of the open loop system intersects a large control signal is used to accelerate or decelerate the motor
the imaginary axis. This point is obtained by connecting a purely to the reference value within smallest possible time. During this
proportional controller to the system with zero integral gain, and by period, Kp (t) is at its maximum value and Ki (t) is maintained at its
increasing the controller gain until the closed-loop system reaches
the stability limit, at which sustained oscillations occur. The oscil- 2
lation period is denoted Pcr and the corresponding critical gain by Conventional PI Controller using Ziegler–Nichols
Kcr . The Ziegler–Nichols choice for the PI gains is then specified as Conventional PI Controller using Root-Locus
follows [22–24]: 1.5
Output [p.u.]
Kp = 0.45 Kcr
(11)
Ki = 1.2 Kp /Pcr 1
(a)
0.2
Speeds [p.u.]
0.15
0.2
Error [p.u.]
Time [sec]
Fig. 3. Simulated step responses of the 1DOF, the 2DOF PI control and the proposed
self-tuning PI control during, (a) reference tracking, and (b) load torque disturbance.
Fig. 5. Simulated responses of reference and rotor speeds, reference and actual rotor position signal, and developed torque during starting operation using, (a) the conventional
fixed PI controller, and (b) the proposed self-tuning PI controller.
(a) (b)
90 90
80 80
Speeds [rad/sec]
Speeds [rad/sec]
70 70
60 60
50
50
40
40
30
0.03 0.04 0.05 0.06 0.07 0.08 0.09 30
0.03 0.04 0.05 0.06 0.07 0.08 0.09
Time [sec] Time [sec]
Fig. 6. Simulated speed responses during sudden change of speed using, (a) the conventional fixed PI controller, and (b) the proposed self-tuning PI controller.
fact that Ziegler–Nichols tuning method for tuning a PI controller are shown in Fig. 3. The step reference input and the load dis-
is obsolete and gives too small stability margins. turbance are applied at t = 0.05 s and t = 0.55 s, respectively. It has
been observed that the 1DOF PI control is inherently incapable
4.4. Example 2: Comparison with 1DOF and 2DOF control of simultaneously meeting good step reference tracking and good
methods [36] load torque rejection during transients [36]. So, to reduce or elimi-
nate the overshoot appearing for the 1DOF PI control, 2DOF control
The simulation results for comparing the proposed self-tuning has been used {Eq. (26) with m = 1 in [36]}. However, the speed
PI controller with the 1DOF and 2DOF control methods of [36] response is slow. Alternatively, the self-tuning PI controller gives a
(a) (b)
100 100
Speeds [rad/sec]
50 50
Speeds [rad/sec]
0 0
-50 -50
-100 -100
0.04 0.05 0.06 0.07 0.08 0.04 0.05 0.06 0.07 0.08
Time [sec] Time [sec]
Fig. 7. Simulated speed responses during speed reversal using, (a) the conventional fixed PI controller, and (b) the proposed self-tuning PI controller.
298 M.S. Zaky / Electric Power Systems Research 119 (2015) 293–303
Fig. 8. Simulated responses of reference and rotor speeds, developed torque, and stator currents of phases a and b during sudden load change using, (a) the conventional
fixed PI controller, and (b) the proposed self-tuning PI controller.
(a) (b)
60 60
50 50
Speeds [rad/sec]
Speeds [rad/sec]
40
J = 2Jo 40 J = 2Jo
30 J = Jo 30 J = Jo
J = 0.5Jo J = 0.5Jo
20 20
10 10
0 0
0 0.005 0.01 0.015 0.02 0.025 0.03 0.035 0.04 0 0.005 0.01 0.015 0.02 0.025 0.03 0.035 0.04
Time [sec] Time [sec]
Fig. 9. Simulated speed responses under load inertia variations using (a) the conventional fixed PI controller, and (b) the proposed self-tuning PI controller.
significant performance in comparison to the 1DOF and the 2DOF 5.1. Reference tracking performance
control methods under speed reference tracking and load torque
disturbance. The HSM drive system is tested using the two speed controllers
The simulation results for comparing the proposed self-tuning for trajectory tracking performance. Fig. 5(a) and (b) shows the
PI controller with all design types of the 2DOF control methods simulated speed responses, the developed torque and the rotor
presented in [36] are shown in Fig. 4. The step reference input and position signal during staring operation at 50 rad/s using the con-
the load disturbance are applied at t = 0.05 s and t = 0.25 s, respec- ventional fixed PI and the self-tuning PI controllers. It is obvious
tively. As obvious, the 2DOF using Eq. (32) with m = 3 in [36] gives an that the speed response and the developed torque with the fixed PI
excellent performance when compared with the other two design controller suffer from overshoots in comparison to the self-tuning
types of the 2DOF in terms of fast response [36]. However, the PI controller. Moreover, the rotor position signal has an error and
speed response suffers from overshoot and the speed dip is the takes a long time to reach the steady state value. The same con-
same in all types of 2DOF control methods [36]. On the other hand, clusion is observed with step speed reference change from 50 to
the proposed self-tuning PI controller ensures a superior perfor- 75 rad/s as shown in Fig. 6(a) and (b).
mance during speed reference tracking and load torque disturbance The stability and synchronization of the drive system with the
in comparison to all types of the 2DOF control methods presented two controllers are examined during speed reversal as shown in
in [36] with low overshoot and minimum speed dip during torque Fig. 7(a) and (b). It is evident that the proposed self-tuning PI con-
disturbance. troller gives a good performance in comparison to the conventional
fixed PI controller in terms of overshoot.
5. Simulation results
Table 1
Gains of conventional PI speed controller.
Simulation model is established in Matlab/Simulink envi-
Proportional gain 0.6
ronment based on the introduced mathematical model. The
Integral gain 0.01
performance of the HSM drive system is tested under different
operating conditions. Simulation results are presented under start-
ing operation, step speed command, speed reversal, parameters Table 2
variation and load torque disturbances. Performance of the self- Gains of the proposed self-tuning PI speed controller.
tuning PI controller in comparison to the conventional PI controller Proportional gain max 0.8
is examined and assessed. The gains of the conventional PI and the Proportional gain min 0.6
self-tuning PI controllers are given in Tables 1 and 2, respectively. Integral gain 0.01
The rating and parameters of the HSM are given in Table 3. k 0.1
M.S. Zaky / Electric Power Systems Research 119 (2015) 293–303 299
Table 3
Parameters of HSM.
60
Speeds [rad/sec]
40
20
0
0 0.01 0.02 0.03 0.04 0.05 0.06
0.85
0.75
Kp (t)
0.65
0.55
0 0.01 0.02 0.03 0.04 0.05 0.06
0.02
Ki(t)
0.01
0
0 0.01 0.02 0.03 0.04 0.05 0.06
Fig. 11. Simulated responses of speeds and variations of Kp (t) and Ki (t) under repet-
Time [sec]
itive operation using the proposed self-tuning PI controller.
Fig. 10. Simulated responses of speeds and variations of Kp (t) and Ki (t) for starting
operation using the proposed self-tuning PI controller. large speed error. However, if the speed error decays to zero, the
controller has the minimum gains which they are the gains of the
conventional PI one. This guarantees that the proposed self-tuning
5.2. Robustness against load torque disturbances and parameters
PI controller achieves simultaneously good reference tracking and
variation
good load torque rejection.
The robustness of the self-tuning PI controller is proved and con-
6. Experimental results
firmed under load torque disturbances. Fig. 8(a) and (b) show the
speed response, the developed torque and the stator currents of
The basic configuration of the experimental system is shown
the HSM drive system with the two speed controllers at 50 rad/s
in Fig. 13. It consists of a HSM interfaced with a digital control
speed reference. It is observed that the speed recovers quickly and
board based on a Texas Instruments TMS320C31 Digital Signal
the speed dip is low using the self-tuning PI controller which is not
the case with the conventional fixed PI controller. 60
Speeds [rad/sec]
However, the fixed PI controller is better in its rising time compared 0.62
0.65
to the proposed controller. The main reason of this performance 0.6
ing starting condition are shown in Fig. 10. The same responses are 0
0.007
taken under the repetitive operation and the sudden load change as 0 0.02 0.04 0.06 0.08 0.1 0.12 0.14 0.16
Time [sec]
shown in Figs. 11 and 12, respectively. As obvious, the self-tuning PI
controller gains are updated online depending on the speed error. Fig. 12. Simulated responses of speeds and variations of Kp (t) and Ki (t) under load
Therefore, the proposed controller has maximum capabilities at torque disturbance using the proposed self-tuning PI controller.
300 M.S. Zaky / Electric Power Systems Research 119 (2015) 293–303
Fig. 13. Block diagram of DSP-based real-time implementation of the proposed self-tuning PI controller for field oriented control of HSM drive system.
Processor for real-time control. Stator currents are measured using Figs. 15–17 show the reference and rotor speeds, the rotor posi-
Hall-effect sensors. The measured current signals are acquired by tion signal and the absolute rotor position under step speed change
the A/D input ports of the DSP control board. This board is hosted using the self-tuning PI controller. This includes step change of ref-
by a personal computer on which mathematical control algorithms erence speed at different reference values 314, 130, and 60 rpm,
are programmed and downloaded for real-time control. respectively. It is obvious that the rotor speed, and consequently,
The motor phases are fed by two H-bridge MOSFET power con- the rotor position reaches the steady state value smoothly with-
verter connected to a 5 V DC voltage source. The motor phase out overshoot or undershoot. Moreover, the drive system has a
currents are controlled by a hysteresis controller which generates fast dynamic response and takes a minimum rise time to reach the
the MOSFET gate drive signals by comparing the measured currents steady state value. However, the rotor speed contains ripples which
with their corresponding references. The output switching com- increase at low speeds as observed from Fig. 17.
mands of the DSP control board are obtained via its digital ports and Experimental results are presented also during forward and
interfaced with the converter through an opto-isolated gate drive reverse motoring operation at 314 rpm as shown in Fig. 18. It is
circuit. A picture of the overall experimental system of HSM using clear that the rotor speed follows the reference speed smoothly.
DSP control board and the associated interface circuits is shown in Moreover, experimental results are presented with repetitive oper-
Fig. 14. ation to test the precise operation of the drive system and the fast
Fig. 14. A picture of the overall experimental system of HSM using DSP-DS1102 control board.
M.S. Zaky / Electric Power Systems Research 119 (2015) 293–303 301
Fig. 17. Experimental results of reference and actual speeds, rotor position signal,
Fig. 15. Experimental results of reference and actual speeds, rotor position signal, and absolute rotor position during step change of speed reference at 60 rpm using
and absolute rotor position during step change of speed reference at 314 rpm using the proposed self-tuning PI controller.
the proposed self-tuning PI controller.
Fig. 16. Experimental results of reference and actual speeds, rotor position signal, Fig. 18. Experimental results of reference and actual speeds, rotor position sig-
and absolute rotor position during step change of speed reference at 130 rpm using nal, and absolute rotor position during forward and reverse motoring operation
the proposed self-tuning PI controller. at 314 rpm using the proposed self-tuning PI controller.
302 M.S. Zaky / Electric Power Systems Research 119 (2015) 293–303
7. Conclusion
Acknowledgment
The author would like to thank the reviewers for their profes-
Fig. 19. Experimental results of reference and actual speeds, rotor position sig-
sional work and helpful suggestions.
nal, and absolute rotor position during repetitive operation at 314 rpm using the
proposed self-tuning PI controller.
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