1. Introduction
The hybrid hydraulic application is a promising solution to reduce the energy consumption and regenerate the braking energy of off-road vehicles [
1,
2,
3,
4], especially hydraulic excavators [
5,
6,
7] and loaders [
8]. Instead of a battery in the electric hybrid system, the hydraulic hybrid system employs a hydraulic accumulator to provide auxiliary power [
9,
10]. The accumulator has the advantage of a high power density and a low energy density.
As early as 1978, a hybrid hydrostatic drive system was developed in the Berlin Institute of Technology and it was tested on city buses; it was found that the fuel consumption was reduced by 20% to 29% [
11,
12]. After that, the regenerating potential of braking energy was validated by experimental tests based on a constant pressure system proposed by Mitsubishi. The results showed that the hybrid bus would recover 73% of kinetic energy at 20 km/h and reduce the exhaust emission and fuel consumption by more than 20% [
13].
For hydraulic hybrid powertrains used in vehicles, there are three main configurations, the series hybrid system, the parallel hybrid system and the series–parallel hybrid system [
14]. Justinus compared the power efficiency of hydrostatic transmission with a fixed-displacement or a variable-displacement motor in a series hybrid drive train with one pump or two pumps for a compact track loader. The results indicated that the one-pump series hybrid drive train saved the most fuel [
15]. In most series hydraulic hybrid powertrains, two accumulators are applied. A high-pressure accumulator is adopted to store surplus engine energy and recover braking energy, as well as generate the torque for the system through a hydraulic pump/motor working in a specific mode, and a low-pressure accumulator is used to balance each cylinder flow [
16,
17]. A series hydraulic hybrid powertrain is generally employed in wheel loaders. A series hybrid powertrain with one pump and two accumulators for a wheeled loader was investigated and an online optimization method was proposed and validated in reference [
18]. An adaptive equivalent consumption minimization strategy for a compact series hydraulic hybrid wheel loader was presented to optimize the fuel economy in view of the repetitive work of the wheel loader [
19]. Tri-Vien employed a model predictive controller to control a series hydraulic hybrid vehicle by regulating the vehicle velocity, the engine torque, the engine speed, as well as the accumulator pressure [
20,
21]. Wang placed emphasis on accumulator control by determining the working time of large and small accumulators to improve the vehicle fuel economy [
22]. A simulation study proved that dynamic programming is helpful to obtain effective braking energy recovery and fuel economy [
23]. A rule-based energy management strategy with control parameter selection based on dynamic programming was proposed to realize real-time control for a series hydraulic hybrid vehicle [
24].
In previous studies, the series hybrid configuration was studied and used mostly on wheel loaders and trunks. The application of series hydraulic hybrid powertrains is also an effective approach for all-terrain vehicles. In addition, according to the construction of a series hydraulic hybrid powertrain, the engine and the hydraulic pump can be considered as a whole to provide the flow required by the hydraulic motor. The displacement of the hydraulic pump determines the engine load. Thus, an effective control strategy to control the engine speed is needed. In the present paper, the engine speed is controlled in a closed-loop manner with an ADRC by adjusting the engine throttle. Moreover, the proposed control strategy is verified in simulations and on an experimental vehicle.
The present paper is organized as follows. In
Section 2, the series hydraulic hybrid powertrain for an all-terrain vehicle is introduced and presented. In
Section 3, the active disturbance rejection control (ADRC) strategy to coordinate controlling the engine and hydraulic pump is proposed. In
Section 4, the parameter choice method for the ADRC is conducted and the parameters adopted in this study are given. In
Section 5.1, the simulation comparisons illustrate that the ADRC enables the vehicle engine speed to have better following and anti-disturbance performances. In
Section 5.2, an all-terrain vehicle prototype is established and field tests verify the effectiveness of the design and the control of the series hydraulic hybrid powertrain in this paper. In the end,
Section 5 draws conclusions on the present study and future work is envisaged.
2. System Configuration
A series hydraulic hybrid powertrain for a three-axis, all-wheel-drive, all-terrain vehicle is proposed in this paper. The configuration of the system is depicted in
Figure 1. The vehicle power source is provided by a diesel engine. The system consists of two hydraulic circuits, called the driving hydraulic circuit and the steering hydraulic circuit, which are used for vehicle straight driving and vehicle steering, respectively. The driving hydraulic circuit is composed of an axial variable displacement pump (2), a high-pressure hydraulic accumulator (3), a low-pressure hydraulic accumulator (4) and an axial variable displacement motor (5). The steering hydraulic circuit is made up of an axial variable displacement pump (6) and a fixed-displacement motor (7). The output shafts of the driving hydraulic motor (5) and steering hydraulic motor (5) are connected to the ring gear and the sun gear of the planetary coupling mechanism, respectively. The left and right output shafts of the planetary coupling mechanism are connected to the left and right wheel sprockets, respectively, and then, all wheels are driven by a chain. There is no mechanical connection between the engine output shaft and the wheels, so the clutch was eliminated.
When the vehicle goes straight, the engine drives the hydraulic pump (2) through one slowdown gear and further drives the hydraulic motor (5). The output torque of the hydraulic motor is transmitted to the gear ring of the planetary gear mechanism through a two-stage gear. Finally, the wheels on two sides are driven by the planetary frames. A bidirectional variable pump is applied as the hydraulic pump (2). Thus, the vehicle can travel in advancing and reversing directions by changing the direction of the tilt angle of the hydraulic pump. In addition, the engine also drives another hydraulic pump (6) to make the vehicle to steer. The steering hydraulic motor (7) relates to two sun gears of the planetary gear sets on two sides through a bevel gear and a spur gear. In this case, two sun gears will rotate in opposite directions, enabling the vehicle to carry out speed-difference-based steering.
Under straight driving conditions, the working principle of the hydraulic drive system is depicted in
Figure 2. Symbols P and M denote the two-way variable displacement pump and the variable displacement hydraulic motor, respectively. Two hydraulic accumulators are employed to regulate the engine load and recover the vehicle braking energy. A high-pressure accumulator and a low-pressure accumulator, respectively, denoted by HA and LA, are connected to the drive hydraulic circuit through two securing valves and a reversing valve. Symbol SV1 represents the four-way directional valve and it is initially set in the middle position, disconnecting the accumulators and the system hydraulic circuit. In this case, the vehicle works under hydrostatic continuously variable transmission. When the reversing valve is working on the right side, the high-pressure accumulator is connected to the A side of the system hydraulic circuit and the low-pressure accumulator is connected to the B side, enabling the vehicle to work under the hydraulic drive mode, the hybrid drive mode or the engine active charging mode. The vehicle will work under regenerating brake mode or reverse drive mode when the reversing valve works on the left side.
A prototype using the proposed series hydraulic hybrid powertrain was established based on an all-terrain vehicle. The parameters of the tested vehicle are given in
Table 1. The main components of the prototype are presented in
Figure 3, namely the hydraulic motor, the hydraulic pump, the accumulator and powertrain assembly. The tested vehicle is shown in
Figure 4.
For the sake of clearer explanation, the control framework of the hydraulic vehicle is depicted in
Figure 5, including the engine speed control, the hydraulic system pressure control and the hydraulic motor control. The displacement of the hydraulic pump is used to regulate the pressure of the hydraulic system. The displacement of the hydraulic motor is controlled based on the accelerator pedal and the feedback vehicle speed. The speed following the control performance of the engine is very important in a series hydraulic hybrid system because poor control could cause the engine to stall. This paper mainly studies the engine speed control strategy.
3. Control Strategy
According to the system configuration, the engine speed affects the output flow of the hydraulic pump and the system pressure. In turn, the load torque of the engine is directly influenced by the hydraulic pump displacement and the system pressure. If the throttle control of the engine is inadequate, the engine would stall or suddenly increase, damaging ride comfort and fuel economy of the vehicle. Therefore, the control of the engine must have strong anti-interference and adaptive performance. In this paper, the active disturbance rejection control (ADRC) with the feedforward compensation is adopted to control the engine speed.
The engine speed control system is depicted in
Figure 6. At first, the engine load can be estimated according to the drive system pressure, the steering system pressure, the steering angle and the displacement of the drive hydraulic pump. On account of engine torque characteristics, the feedforward control variable for engine throttle is computed. The ADRC system calculates the throttle correction based on the deviation between the target engine speed and the actual engine speed.
The feedforward part is employed to improve the accuracy and the anti-interference ability for the ADRC. In this system, the load torque of the engine is obtained by summing up the torques of the driving hydraulic pump and the steering hydraulic pump. The torque of the driving hydraulic pump and the torque of the steering hydraulic pump are calculated based on their displacements and pressures, respectively.
The engine load
can be estimated by the following equation:
where
and
are the pressure differences between the inlet and outlet for the driving hydraulic pump and steering hydraulic pump, respectively. Symbols
and
are displacements of the driving and steering pumps, respectively. Symbols
and
are transmission ratios between the engine output and the driving and steering pumps, respectively. Symbols
and
are mechanical efficiencies of the driving and steering pumps, respectively. Symbols
and
are transmission efficiencies of the driving and steering pumps, respectively.
Therefore, the feedforward control amount of the engine throttle can be obtained as:
where
denotes the feedforward adjustment for the engine throttle,
is the maximum engine torque at the current speed.
The ADRC was proposed by researcher Han Jingqing [
25] on the basis of a PID controller. It has similar real-time performance and better anti-interference performance compared with the classical PID controller. The ADRC system is composed of a tracking differentiator (TD), an extended state observer (ESO), and Nonlinear State Error Feedback (NLSEF), as demonstrated in
Figure 7. The tracking differentiator is designed to extract the target signal and its differential value, resulting in easier tuning and better robustness than the traditional PID controller. The extended state observer is in charge of estimating and compensating the disturbance in real time. The NLSFF is adopted to combine the error signal, the differential and the integral of error, which is easy to implement and has good robustness and adaptability. In
Figure 7, symbols
v1 and
v2 are the follow signals of the target and the differential of target signal
v, respectively. Symbols
z1 and
z2 are the follow signals of the feedback signal
y of the controlled object and its differential signal, respectively. Symbol
z3 denotes the estimate of the system disturbance. Symbols
e1 and
e2 represent errors. Symbols
u0 and
u are the control variable of the NLSFF and the control variable with compensation, respectively. The research object is controlled by the control variable
u.
In this paper, the ADRC system is employed to control the engine speed, where the requirement speed of the engine is the target signal, the actual speed of the engine is the feedback signal and the engine throttle is the control object. Since that the ADRC is insensible of system model order, a low-order controller is usually adopted to control a high-order system [
26]. Thus, the engine is considered as a second-order system and the second-order ADRC is designed as follows.
The second-order system is described as:
where
is the system output,
and
are the derivative and second derivative of the system output,
is system disturbance,
is a control variable and
is control gain.
The state variables are defined as
x1 =
y,
x2 =
, and the second-order system can be expressed in a state equation as:
where
is the total disturbance function of external and internal disturbance. The core of the ADRC design is to estimate the total disturbance and eliminate its influence.
Change Equation (4) into integral series standard form as:
To observe the system disturbance, the total disturbance is designed as a new state variable in the ESO module and presented as:
Thus, the second-order system is expressed as:
Since a second-order ADRC consists of three parts [
25], the disturbance estimation obtained by the ESO can be calculated by:
where
is a nonlinear function and can be described as:
Thus, the disturbance state variable x3 is estimated by the observed z3.
In this paper, the target engine speed is adopted as the input of the tracking differentiator. The calculation formulas of the tracking differentiator are presented as:
where
h is sample time,
h0 is the filter factor of the tracking differentiator,
r0 is the speed factor to adjust the speed of the transition process,
v(
k) is the reference signal at the moment of
k. The function
fh is the fast optimal control synthesis function and is expressed as:
The NLSEF is designed based on the
fhan function and presented as:
where
is the damping factor and
is the precision factor.
The control variable can be compensated by the disturbance estimation from the extended state observer as:
According to the reference [
26], the parameters
β01,
β02 and
β03 of the extended state observer can be preliminarily set by the sample step time as:
An electro-hydraulic servo actuator is employed to control the displacement of the hydraulic pump by changing the inclination angle of the pump swash plate. The target current is calculated by the pump displacement and a PI control strategy is adopted to follow the target current. The relationship between the desired current and the desired pump displacement can be expressed by:
where
is the desired displacement of the hydraulic pump,
and
are the maximum value and the minimum value of the control current, respectively. In this paper, the maximum current is 600 mA at maximum displacement and the minimum current is 200 mA at zero displacement.
4. Parameter Design
All parameters of the ADRC together determine the control results. In this paper, the control variable method is adopted to analyze the influence of each parameter on the controller performance and the controller parameters are decided. The simulation model of the hydraulic hybrid vehicle is established in AMESim Rev 13 software, as shown in
Figure 8. Key parameters of the simulation model are presented in
Table 2.
A step signal which jumps to 2400 r/min from 1000 r/min at the moment of 5 s is adopted as the target engine speed and the sample step time is set as 0.01 s. The hydraulic pump displacement is zero and the engine works without load.
Figure 9 illustrates the results of the step responses when parameter
h takes different values.
It can be found that parameter h affects the engine speed rise time, overshoot and steady-state error. When the value of parameter h increases from 0.005 to 0.03, the engine speed rise time first becomes shorter and then remains unchanged after h exceeds 0.02. In the meantime, the overshoot decreases first and then increases, the controller stability becomes better first and then becomes worse. When parameter h is set as 0.02, the rise time, overshoot and convergence rate are all satisfactory. Therefore, the value of parameter h should not be smaller than the sample step time of the controller. Besides, a larger h is needed when the actual engine speed fluctuates strongly near the target value.
Figure 10 shows the engine speed variations when the value of parameter
r1 is set different. The value of parameter
r1 has significate influence on the controller performance because
r1 is one of the parameters in the NLSFF to determine the control variable. When
r1 is set as a small value, the engine speed overshoot and the settling time are both relatively large. The engine speed overshoot and settling time will become smaller when
r1 becomes bigger; however, their change is not obvious any more when
r1 exceeds 2000. Therefore, the value of parameter
r1 should not be very small.
Figure 11 demonstrates the engine speed responses when parameter
b0 takes different values, and
Figure 12 demonstrates the engine speed responses when parameter
c1 takes different values. When the value of parameter
b0 increases from 500 to 3000, the settling time of the engine speed becomes larger to a small extent and other indicators remain unchanged. When the value of parameter
c1 increases from 0.001 to 0.02, the engine speed variations basically coincide and the controller performance is not influenced.
All parameters of ADRC are analyzed and the controller parameters are decided as shown in
Table 3.