By Jack L. Johnson, P.E.

Historically, management and engineering viewed issues of high production quantity and high quality as diametrically opposed. This double-Q dilemma maintains that if product quality is paramount, then production rates must suffer, resulting in lower quantity. However, if production is stepped up, scrap must increase, and quality generally, must suffer.

But there are implications beyond this simple double-Q quandary. If processes are accelerated, production machinery becomes noisy, less reliable, and produces inconsistent parts or services — not to mention the increased down time due to overstressed machine members and parts. Management was in a constant struggle to increase production for maximum profits, but without the risk of alienating good customers. Such was the double-Q dilemma, but no more!

The motion control solution
Motion control technology was developed specifically to address and defeat the double-Q dilemma. With motion control technology you can increase speed and increase both product quality and consistency. Machines can operate faster, with higher reliability, less noise, and achieve longer life. Furthermore, with reduced machine stress levels and noise, safety for both man and machine are improved. And, of course, with higher productivity, greater quality, and higher reliability, operating costs are lower, so profits go up. The benefits also help build customer loyalty because more predictable and reliable production allows justin- time-inventory methods.

motion control star
The motion control star shows that motion control technology can be used to make divergent goals converge.

The designer can use motion control to take total and complete control of the machine. No motion is left to chance. The machine is “guided by the nose” from cradle to grave, from inception to resurrection. The motion control star represents the idea that motion control technology eliminates the mutual exclusivity of the double-Q dilemma, and instead, creates mutual inclusivity in not only quality versus quantity, but in other performance capabilities as well.

Motion control technology is not a separate academic discipline, such as integrated circuit design and manufacturing, computer architecture, or electrical engineering. Instead, it is a convergence of many existing, but diverse, technologies to solve systemic problems of all types.

The purpose here is to present an overall view of the technology and, in the process, cover the constituent technical disciplines to make you more aware of motion control and what is needed in order to be successful in it.

Elements of motion control
Motion control encompasses hydraulic, pneumatic, and electromechanical technologies. However, the focus of this column hydraulics. Hydraulic actuation provides the power needed to move the load. The diversification taking place at both the distribution and manufacturing levels has brought integrated electromechanical components into motion control systems that traditionally had been all hydraulic. As more designers recognize the need for the “optimum solution” to motion control problems, more suppliers now offer product lines that include hydraulic, pneumatic, and electrical actuation methods.

Interestingly, it is the actuator that separates the hydraulic motion control system from the electric. To some extent, the sensors are unique, but the separation really is dictated by the selection of the actuation method. The rest of the system elements are common from one actuation medium to another.

Analyzing the load
Load analysis is one of the more challenging elements of motion control technology. Any useful motion control system will move a load. The load may be constant, for example in the case of a flying cutoff. Or it may vary considerably, as with robot axes and elevators. It may not be clear to the uninitiated, but the load is “inside the control loop.” The load seriously affects all aspects of motion control performance.

Newcomers to the technology have too often been burned by having the first installation go well because the actuator had a light load, but disaster struck with the next application because the load was severe. The load must be taken into account if, for no other reason than to determine the extent to which it dominates, potentially limiting the performance of the motion control axis.

Analog and digital signals
There is no denying that motion control contains a strong electronic element. The electronic element must include both analog and digital components. First, sensors are mostly analog, and the fluid power and electromechanical actuation devices certainly are all analog. But the motion controller itself, more often than not, is a digital computer of some sort. It may be an industrial PC, but, more likely, it will be a programmable logic controller (PLC).

In the high performance arena, the PC or PLC will be fitted with a dedicated motion control card using a digital signal processor (DSP) that provides the speed needed to service one or more servo loops. However, at least one manufacturer offers the inverse of this — a motion controller with an auxiliary PLC.

Integral with the motion controller card will be analog-to-digital converters (A/Ds) and digital-to-analog converters (D/As). Additionally, sensors will have signal conditioners, special purpose amplifiers to drive the coils on servo/proportional valves, and communications bus link-ups as industry increasingly “gets wired” into enterprise-wide networks.

Software plays an increasing role, because every digital device needs some kind of program to run. This is true of the PC, PLC, motion controller, and data acquisition card. Unfortunately, the programming of motion controllers is a proprietary endeavor. All card designers and manufacturers have developed their own instruction sets and have made no attempt to create a universal motion control language. In fact, different product lines within a single company can have different instructions. The user may have to learn a different set of instructions for each different card.

Two-for-one offer for readers of Hydraulics & Pneumatics

The Designers’ Handbook for Electrohydraulic Servo and Proportional Systems covers electrohydraulic system design, motion control, and system analysis by teaching applications principles and reviewing practical problems from the real world instead of endlessly discussing complicated theories. It has been written by and for the practicing applications engineer and technician.

The textbook:

• covers everything from fundamental hydraulic circuit analysis to dynamic testing of motion control systems,
• is packed with more than 500 pages of useful formulas and dozens of fully worked examples, and
• contains 20 chapters covering hundreds of topics, including components, systems, circuit analysis, modeling, servomechanisms and control, simulation, and testing.

Special offer to H&P readers

The book sells for $99.95, plus shipping and handling. Readers of Hydraulics & Pneumatics who order the Designers’ Handbook directly from IDAS Engineering will also receive a free copy of the newly revised and expanded Lexicon – Electrohydraulic Motion Control. This is a $19.95 value at NO additional cost to you. The Lexicon contains more than 700 terms and their definitions, covering all aspects of electronic components and circuits, analog and digital electronics, transducers, hydraulic principles related to electronic control, and much more. The Lexicon relies upon scores of analogies that relate electronic devices to your own command of fluid power components, circuits and systems, making it both a reference book and a learning book.

Both books are ideal, as well as essential, references if you are considering certification.

Check out what readers of the Designers’ Handbook have said about it at www.amazon.com/tag/electrohydraulics/forum.

For more information, including a detailed table of contents describing all topics discussed, call IDAS Engineering Inc. at (414) 226- 0152, e-mail jack@idaseng. com, or visit www.idaseng.com. The Designers’ Handbook for Electrohydraulic Servo and Proportional Systems is also available from Barnes & Noble, and Amazon but must be ordered directly from IDAS Engineering to receive the two-for-one offer.

Control engineering
Overlying the various engineering specialties is a blanket of mathematics, which is dominated by control system theory. This subject has been developed to a high degree, especially since the ubiquitous use of digital computers has advanced as a mathematical tool.

Classical control theory covers such subjects as frequency response (Bode and Nyquist analysis), root locus, and Laplace transform theories. Modern control theory is more general, thus more powerful, but not generally used until graduate school in engineering. It makes use of matrix methods (linear algebra) and direct time-domain solutions, but uses the classical concepts as special parts of it.

I have avoided covering the general theories of control system math in this text because they are not broadly practiced. The skills required to use them become quickly rusty if allowed to lay dormant for too long. This is not to suggest that such skills are not needed. Quite the contrary. The serious practitioner of the motion control art will be well served by developing and honing the skills associated with both modern and classical control system theory.

Back to basics
All technological disciplines are based in physics. This includes load analysis, electronic circuit analysis, and hydraulic circuit analysis. If you want to simulate motion control systems, then certainly, physics becomes the basis from which all the components and their interactions are described analytically. If you want to develop and synthesize mathematical models and processes, then a strong background in both physics and mathematics is essential.

“Motion Control” is aimed at exploring the methods for designing so that divergent goals can be made convergent. To introduce the concepts, it is necessary to review some basic electrohydraulic designs. Two conventional hydraulic circuits will be used to illustrate the point:

1. discrete, or so-called “ bang-bang,” on-off control, and
2. open-loop control using a proportional valve.

But these two methods produce only limited success. The “ultimate solution” is the electrohydraulic positional servomechanism. When the electrohydraulic servomechanism is properly designed, and the control system is suited to the task, the result will be a true motion control system that meets all the divergent goals.

Computer control, using a modern motion controller, streams to a motion control command profile that literally guides the servomechanism through the entire motion cycle. In this way, acceleration, velocity, and position are totally and simultaneously controlled, and along with it, accuracy, repeatability, and smoothness will be enhanced while reducing shock, vibration, and noise. By creating the proper motion control command profile, the machine cycle rate, and therefore machine productivity goals can be assured.

Easy-to-use software simplifies control system design, and it makes command profile synthesis and generation very intuitive, all with great likelihood of success.

Motion control design methodology begins with the required productivity rate (speed), a thorough analysis of all the loading possibilities, and then proceeds to size and select the hardware that will ensure success in the application. With proper implementation of motion control technology, we can have both high quality and quantity (productivity), sufficient to be profitable while satisfying all application demands.

Details of the design methodology are too extensive to be covered here; however, they will be covered in future editions of “Motion Control.” But these two will lead to the “ultimate solution,” the electrohydraulic positional servomechanism. It will be shown that when the electrohydraulic servo is properly designed, and the control system is suited to the task, the result will be a true motion control system that meets all the divergent goals.

 
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