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Abstract
In response to the influence of motor interference, damping, friction, and other uncertain factors on the operation of
electric power steering systems under extreme working conditions, this study proposes a control strategy for electric
power steering systems based on an active disturbance rejection algorithm. In ADRC, the fastest tracking differentiator
is used to arrange the transition process for the target signal, and the extended state observer compensates for the total
disturbance in the system. Phase compensation has been performed on the monitoring torque by using the torque differ-
entiation method. The Simulink/Carsim simulation results show that ADRC has significantly improved anti-disturbance
performance compared to PID and fuzzy PID. When using ADRC, the tracking accuracy of the assisted current is
enhanced by 45.8%–75.8%, and the current adjustment time is reduced by 35.6%–61.7%. After phase compensation, the
monitoring torque overshoot is reduced by 83.3%. Therefore, the proposed control strategy improves EPS’s robustness
and steering feel.
Keywords
Active disturbance rejection control, electric power steering system, phase compensation, robust control, linear system
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Zheng and Wei 91
and phase lag. Therefore, phase lead compensation is and arranges a transition process for the target signal.10
required for the monitoring torque. Using the fastest tracking differentiator can effectively
In practical engineering, most EPS motor control filter the noise in the target signal and improve the sys-
still uses PID controllers. PID controllers have simple tem control accuracy. Moreover, the extended state
control principles and reliable control effects, which are observer in ADRC can compensate for the errors and
widely used in engineering.5 Although traditional PID disturbances in the system modeling process. It can also
controllers are easy to adjust, their anti-disturbance estimate the disturbances effectively without relying on
ability is not ideal. To improve the adaptability of PID the accurate system model. Na designed a target torque
controllers, some scholars have combined fuzzy control algorithm based on steering wheel angle and angular
theory with PID algorithms to design a fuzzy PID con- velocity to reduce the impact of low-frequency distur-
troller that can automatically modify PID control para- bances on steering torque and used an active distur-
meters, which to some extent, improves the robustness bance rejection controller to control motor torque. The
of the PID controller.6 Although the fuzzy PID control- simulation results show that the control method has a
ler can adjust the control gain in real time based on better control effect on torque stability than PI con-
errors and the rate of error change, fuzzy rules are usu- trol.11 To reduce disturbances caused by EPS modeling
ally designed based on engineers’ experience, and their errors and nonlinear factors, Leng et al. designed a
parameter variation range is limited, so their suppres- steering angle controller based on the active distur-
sion effect on uncertain disturbances is not outstanding. bance rejection algorithm, which effectively improves
When there are uncertain disturbances in the system, the tracking accuracy of the steering angle by using
the assisted current is prone to fluctuations due to dis- feedforward compensation and nonlinear state feed-
turbance, and the tracking performance of the current back law.12 The above scholars have applied ADRC to
will also decrease. Therefore, we have conducted some the control strategy of EPS, and their research provides
research on anti-disturbance control of the system. a theoretical basis for the feasibility of active distur-
Disturbance suppression methods are usually bance rejection algorithms in EPS.
divided into two categories: one is passive anti- In summary, existing research on active anti-
disturbance control, including robust control, and slid- disturbance control of EPS could be better. To simulta-
ing mode control. Jiang7 takes the EPS of an electric neously meet the speed, accuracy, and robustness
forklift as the research object and proposes a robust requirements of EPS, this study combines ADRC with
controller optimized by a genetic algorithm. The the control of the assist motor in EPS. It proposes an
designed controller has an obvious suppression effect assisted current control method based on ADRC. A
on external disturbance.7 Since EPS is vulnerable to the second-order ADRC controller is designed, which
road and parameter disturbance, Lu8 proposed an includes a discrete fastest-tracking Differentiator, a lin-
adaptive fuzzy sliding film control method. The simula- ear error feedback control rate, and an extended state
tion results show that the designed fuzzy sliding film observer. At the same time, to improve the target cur-
controller is more stable than the sliding mode control rent’s accuracy, this study uses the torque differentia-
and effectively reduces the disturbance caused by time- tion method for phase compensation of the monitoring
varying parameters.8 Robust controller design usually torque. Finally, this article verifies the effectiveness of
considers the worst case of model uncertainty, and its the designed control strategy through Simulink/Carsim
dynamic response will not be particularly ideal. joint simulation.
Considering that the response of the assist motor in
EPS should be fast and accurate, robust control is diffi-
cult to meet the control requirements of EPS.9 The slid-
EPS working principle and composition
ing mode controller also has a good suppression effect The EPS consists of an assist motor, a reduction
on disturbances. However, the discontinuous switching mechanism, and ECU. The working principle and com-
of the sliding mode controller can easily cause system position are shown in Figure 1. The torque sensor
chattering. For the assist motor, the oscillation of the detects the torque transmitted by the steering wheel and
output torque will affect the driver’s sense of control. sends the monitoring torque signal to the ECU. Then,
Another type of method is active anti-disturbance con- the target assisted current is calculated from the power
trol. It is mainly achieved through disturbance observer assist characteristic curve. After the ECU controls the
(DOB), which can estimate and compensate for distur- target current, the assist motor outputs the correspond-
bances without affecting the system’s dynamic ing assisted torque to assist the driver in steering.13
response. This type of method has obvious advantages
in suppressing system disturbances. Therefore, active
anti-disturbance control is more suitable to balance the Modeling of electric power steering
dynamic response performance and anti-disturbance system
performance of EPS.
Compared with the traditional DOB control, the
Steering wheel and steering column
active disturbance rejection control (ADRC) inherits Take the steering wheel and steering column as a whole to
the characteristics of error elimination in PID control establish the dynamic equation as shown in formula (1):
92 Measurement and Control 57(1)
:: : Mz : Ts Ta
Mr xr + Br xr + Ff + sgn( xr ) = + ð4Þ
Steering s1 rp rp
Steering
wheel
column
torque Speed
The steering resistance torque is mainly composed of
Torque Monitoring
ECU the self-returning torque and the internal friction
sensor torque
resistance of the steering system.15 The self-returning
Steering torque has two main factors: the caster angle and the
Clutch control
column kingpin inclination angle.
Reducer Motor Current EPS self-returning torque consists of lateral self-
control
returning torque and vertical self-returning torque:
Clutch Feedback current
Steering
Mz = Ml + Mv ð5Þ
gear
d
The monitoring torque can be expressed as the product Mv = h Fz d1 sin 2b ð7Þ
180 1
of the difference in rotation angle and the stiffness of
the torsion bar, and the monitoring torque equation
can be obtained as shown in formula (2): Where: Mr is the equivalent mass of rack and tire; Ff is
the friction resistance of the steering system; Mz is the
self-righting moment; s1 is the length of the steering
Ts = Ks (uc ue ) ð2Þ knuckle arm; Br is the equivalent damping coefficient of
gear and tire; Ml is the lateral self-returning torque; a is
the caster angle of kingpin; b is the kingpin inclination
Assuming that the steering shaft and the steering gear angle; eh is the pneumatic trail; et is the caster moment
pinion are rigidly connected, the output shaft angle can arm; h1 is the reverse transmission efficiency of the
also be regarded as the pinion angle: steering system; Mv is the vertical self-returning torque;
d1 is the distance from kingpin center to the wheel; Fz is
xr
ue = ð3Þ the vertical force acting on the wheel; Fy is the lateral
rp force acting on the wheel; d is the front wheel deflection
angle.
Where: Td is the input torque of the steering wheel; Ts is
the monitoring torque; uc is the steering wheel angle; Jc is
the moment of inertia of the steering wheel and steering Assist motor
shaft; Bc is the damping coefficient of the steering wheel The assist motor adopts a permanent magnet brushless
and steering shaft; Ks is the stiffness of the torsion bar of DC motor. It can be equivalent to a series structure
the torque sensor; ue is the steering output shaft angle; xr composed of inductance, resistance, and controlled
is rack displacement; rp is the pinion radius. source when analyzing its circuit. The equivalent model
is shown in Figure 2.
The equivalent controlled source is the motor back
Rack and pinion steering gear and return torque electromotive force,16 which is proportional to the
The torque acting on the steering wheel by the driver is motor speed. According to the equivalent model, the
transmitted to the rack and pinion steering gear motor loop equation can be obtained in formula (8):
through the steering column.14 The assist torque
U = RI + LI_ + ke u_ m ð8Þ
provided by the assist motor also acts on the steering
gear to overcome the steering resistance torque. This
study considers the rack and pinion steering gear and The dynamic model can be established by combining
the tire as a whole. After the force analysis, the balance the mechanical part of the assist motor, as shown in
equation is obtained as shown in formula (4): formula (9):
Zheng and Wei 93
I ADRC
PWM
V0 Target controller
current
Current Voltage
Vmax
Td Assisted
Current sensor
Power assist motor
characteristic curve
Assisted
torque
Figure 2. Equivalent model of the assist motor. Figure 3. EPS control principle.
Ta :: :
Tm = + Jm um + Bm um ð9Þ
G
T m = ka I ð10Þ
Input
v1 + e1
I1 + + voltage Controlled
TD LESF 1/b0 PWM
v2 - + e2 object
- +
-
z2 trace z3 estimated b0
z1 trace input total
input Disturbance
differential disturbance
Target
current I0
ESO I Output current
First, by arranging the transition process, the target variables; r is the speed factor, and its value reflects the
current signal I0 gets the input and differential signals signal tracking speed; h0 is the sampling step size, and
through the discrete fastest tracking differentiator reducing the sampling step size can suppress noise in
(TD). Then, the linear error state feedback control rate the signal.
(LESF) combines the state errors e1 and e2 and forms a The purpose of using the discrete fastest tracking
combined control rate to determine the error feedback differentiator is to arrange the transition process, which
control quantity I1. In the extended state observer can track the signal quickly without overshooting,
(ESO), b0 is the feedback amplification coefficient, z1 expand the selection range of error feedback gain, and
tracks the input signal, z2 tracks the differential signal, improve the robustness of the controller.
and z3 tracks the total disturbance. Finally, ESO pro-
vides feedback compensation for errors and distur- (2) Linear error state feedback control rate (LESF)
bances in EPS based on the input and output signals of 8
the controlled object. The control algorithms for each < e1 (k) = v1 (k) z1 (k)
>
part of the second-order ADRC controller are as e2 (k) = v2 (k) z2 (k) ð14Þ
follows: >
:
I1 = b1 e1 (k) + b2 e2 (k)
(1) Discrete fastest tracking differentiator (TD)
Where: b1 is the scaling factor; b2 is the differential
8 amplification factor; e1 is the state error of the input
> e(k) = v1 (k) I0
>
> signal; e2 is the state error of the differential signal.
< fhan = f(e(k), v2 (k), r, h0 )
ð12Þ The state errors e1 and e2 are combined by the linear
> v1 (k + 1) = v1 (k) + h0 3v2 (k)
> error state feedback rate to improve the feedback effi-
>
:
v2 (k + 1) = v2 (k) + h0 3fhan ciency, which is similar to the PD control, and has good
robustness and adaptability.
Where: e is the input signal error; I0 is the target cur- (3) Extended state observer (ESO)
rent; fhan is the optimal control synthesis function; v1 is
the input signal; v2 is the differential signal. 8
> e3 (k)=z1 (k)I(k)
The function in fhan is shown in formula (13): >
>
< z (k+1)=h ½z (k)b (z (k)y(k))+z (k)
1 0 2 01 1 1
8
>
> d = r3h0 3h0 >
> z2 (k+1)=h ½b
0 0 u(k)+z 3 (k)b 02 fal (e
00 3 (k),a1 ,d1 )+z2 (k)
> >
:
>
> a0 = h0 3v2 (k) z3 (k+1)=h0 b03 fal01 (e3 (k),a2 ,d2 )+z3 (k)
>
>
>
>
>
> y = e(k) + a0 ð15Þ
>
> pffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
>
>
>
> a1 = d3(d + 83jyj)
>
< sgn(e3 (k))je3 (k) ja1 je3 (k)j . d1
a2 = a0 + sgn(y)3(a1 d)30:5 fal00 (e3 (k), a1 , d1 ) =
>
> e3 (k)d1 a1 je3 (k)j4d1
>
> a = (a0 + y)3(sgn(y + d) sgn(y d))30:5
>
> ð16Þ
>
> + a2 3(1 (sgn(y + d) sgn(y d))30:5)
>
>
>
> a (
>
> fhan = r3 3(sgn(a + d) sgn(a d))30:5 e3 (k)
>
> d2 a2 1 je3 (k)j4d2
>
> d fal01 (e3 (k), a2 , d2 ) =
: a2
r3sgn(a)3(1 (sgn(a + d) sgn(a d))30:5 je3 (k)j sgn(e3 (k)) je3 (k)j . d2
ð13Þ ð17Þ
Where: The final output is the optimal control synthesis Where: b0 is the feedback amplification coefficient; e3 is
function fhan; d, a, y, a0, a1, a2 are intermediate the estimation error; b01, b02, and b03 are the control
Zheng and Wei 95
feedback quantities z1, z2, and z3 respectively corre- certain phase compensation. To improve the phase
sponding to the gain parameters of the extended state margin of the system, the torque differential method is
observer; a1, a2 is the nonlinear factor in the fal func- used to compensate for the monitored torque.
tion; d1,d2 is the interval length of the linear section The actual differential transfer function used is
As the core part of ADRC, ESO does not rely on the shown in formula (21):
model that generates disturbances to obtain disturbance
1 + kd Te s
estimates and can expand the uncertain parts and dis- Gc (s) = , kd . 1 ð21Þ
turbances in the EPS model into new state variables, 1 + Te s
which has good robustness.
The parameter selection of ADRC directly affects Where: Te is the differential time constant; kd is the dif-
the control effect of the system. According to the ferential gain.
research conclusion of researcher Fang H in active
disturbance rejection control technology, this study
used a fixed sampling step method to determine the Simulink/CarSim joint simulation
control parameters in TD.17 The relationship between Simulink/CarSim software is used for joint simulation
the speed factor and the sampling step size is shown in according to the mathematical model to verify the
formula (18): above EPS control strategy. The input signals of the
EPS simulation model are the steering wheel torque sig-
0:000001
r= ð18Þ nal and the vehicle speed signal. The CarSim vehicle
h20 model feeds back the left and right wheel state signals
to estimate the resistance torque in real-time.
To select the control parameters of the extended state
observer more conveniently, some scholars proposed a Control effect of ADRC controller
parameter tuning method based on the controller band-
width.18 The characteristic equation of the extended From Figure 6, it can be seen that TD has a good
state observer of the second-order system is shown in tracking effect on the input signal under step input and
formula (19): sinusoidal input, without overshoot, and is synchro-
nized with the input signal. The estimation effect of
r(s) = s3 + b01 s2 + b02 s + b03 ð19Þ ESO on the feedback value is in line with expectations.
The parameters of the controller in the simulation are
shown in Table 1.
Usually, when the form of the characteristic equation Set the vehicle speed to 10 km/h, and the motor con-
is (s + v)3, the stability is good and can provide a trol effect is shown in Figure 7:
good transition process. To make the state estimation The performance index of the current step response
of the controlled object more ideal, this article in Figure 7(a) is shown in Table 2.
configures the control parameters b01, b02, b03 to the After combining Figure 7(a) and (b), it can be seen
form of 3v, 3v2, v3. from Table 2 that the motor current has the minimum
Where: s is the Laplace operator; v is the control- rising time and overshoot when using the ADRC con-
ler’s bandwidth, it can be determined according to sys- troller. Compared to PID and fuzzy PID controllers,
tem requirements. the ADRC controller reduces the adjustment time by
35.6%–61.7%, improving the response speed of assisted
EPS phase compensation current and assisted torque.
This article defines the tracking effect coefficient of
In controlling the motor’s assisted current, it is neces- the signal as Kt, which can be calculated according to
sary to output the analog motor voltage through the formula (22):
PWM module. The PWM module can be equivalent to
the delay module, and its transfer function is shown in emax
Kt = ð22Þ
formula (20): I0
1
GPWM = ð20Þ Where: emax represents the maximum error of current;
Ts 1 I0 is the target current.
The tracking effect coefficients in Figure 7(c) are
Where: T is the switching cycle, usually 1/20,000 s. shown in Table 3.
The presence of torque sensor signal acquisition, Figure 7(c) shows that when using a PID controller,
current loop, and PWM module will cause EPS torque the motor current tracking effect is poor and does not
output to fluctuate and delay to a certain extent, which completely coincide with the target signal at the dead
is shown as slight shaking and abnormal noise of the zone position. Under the sinusoidal input of steering
steering wheel during steering. Therefore, it is necessary wheel torque, the tracking accuracy of current using
to improve system stability and response speed through the ADRC controller is improved by 45.8%–75.8%
96 Measurement and Control 57(1)
Figure 6. The signal tracking effect of TD and ESO without disturbance: (a) the tracking effect of TD on input signal under step
input, (b) the tracking effect of TD on input signal under sinusoidal input, (c) estimation effect of feedback value z1 under sinusoidal
input, and (d) estimation effect of feedback value z2 under sinusoidal input.
Figure 7. Control effect of the motor: (a) step response of assisted current, (b) step response of assisted torque, (c) sinusoidal
response of assisted current, and (d) sinusoidal response of assisted torque.
Table 2. Performance index of the current step response. the motor voltage. The steering wheel angle increases
correspondingly with the torque input. When using
Name PID Fuzzy PID ADRC PID control, torque fluctuations are reflected on the
Rising time (s) 0.472 0.231 0.215 steering gear, causing significant shaking of the steering
Peak time (s) 1.467 0.864 1.051 wheel angle. After adopting ADRC control, there is a
Adjustment time (s) 0.619 0.368 0.237 significant suppression of steering wheel shaking, mak-
Overshoot 3.7% 2.3% 1.3% ing the steering process more stable and improving the
Steady value 10.96 10.96 10.96 EPS steering feel.
Figure 8. Phase compensation effect of monitoring torque: (a) step response of monitoring torque and (b) sinusoidal response of
monitoring torque.
Figure 10. The anti-disturbance effect of ADRC, PID, and fuzzy PID: (a) step response of assist current when adding sinusoidal
disturbance, (b) step response of assist current when adding white noise, (c) sinusoidal response of assist current when adding
sinusoidal disturbance, and (d) sinusoidal response of assist current when adding white noise.
Zheng and Wei 99
ORCID iD
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