1. Introduction
The flight control systems of aircraft have evolved and developed significantly along with the advancement of aviation. Their evolution began with motion transmission systems using levers, and later, as aircraft size increased, they transitioned to motion transmission systems using cables [
1]. These primitive types of motion transmission systems nevertheless ensured the highest reliability of the control system. As long as the control system did not become blocked due to various causes, such as deformations in the aircraft’s structure, the flight control system operated without issues. Such situations were very rarely encountered and occurred due to the erroneous design of the aircraft and its control system.
An important step in the evolution of aircraft flight controls was the introduction of hydraulically assisted flight controls, as aircraft increased in size and flight speed. Such flight controls began to appear during the Second World War and developed greatly in the period immediately afterwards [
1].
Servo actuators have enabled the construction of high-performance flight control systems for large or high-speed aircraft. However, this advancement has also come with drawbacks. The flight control system now depends on the onboard hydraulic system, and the hydraulic system relies on pumps primarily driven by the aircraft’s engines. More complex systems inevitably lead to a decrease in the reliability of the flight control system. Potential fluid leaks, freezing of hydraulic fluid at low temperatures, failure of hydraulic pumps, and failure of hydraulic actuators represented additional causes of flight control malfunctions. The solution adopted was to triple the onboard hydraulic systems that powered the flight controls. Multiple hydraulic systems mean more weight onboard, which inevitably reduces the useful load.
Another important step in the evolution of flight control systems was the introduction of electrohydraulic servo valves in the 1950s. During the same period, electronic systems were developed, leading to the emergence of flight automation systems. These two advancements contributed to the creation of autopilots, flight control systems, and other such technologies. While significant progress was made, and systems became increasingly complex, reliability decreased, necessitating extensive studies to improve flight control systems. In 1968, onboard electronic computers began to be implemented with the advent of the first digital aerodynamic platform, tested on the F-14 aircraft. This marked a new level of complexity in flight control systems and the advent of the fly-by-wire concept. Control inputs from the joystick were no longer transmitted mechanically through levers and cables to the mechanohydraulic servo actuator. Instead, the mechanohydraulic servo actuator was replaced with an electrohydraulic servo actuator controlled by an electronic system interposed between the joystick and the actuator. These were the first onboard computers. The first flight control computer was an analog one, used on the Concorde, which first flew in 1969. Subsequently, digital onboard computers were introduced, undergoing rapid development to the present day, thanks to numerous opportunities to enhance flight control systems. However, reliability remains a critical issue. Modern airliners have between five onboard computers for flight controls (Airbus A320) and nine onboard computers (Boeing 777), configured in increasingly complex ways to achieve the reliability required for safe flight.
Two incidents, the Japan Airlines flight 123 of 12 August 1985 [
2] and the United Airlines flight 232 on 19 July 1989 [
3], in which all three hydraulic systems of the respective aircraft were taken out of service, led to the idea of replacing the classical electrohydraulic servo actuators with other types of servo actuators, which would no longer depend on a centralized hydraulic system. Thus, in the 1990s, intensive research started to replace these servo actuators with something else. In [
4,
5,
6], the evolutions of flight control systems after the 90s are extensively presented. Electromechanical servo actuators have been tested but could not be further developed sufficiently to be used for the main flight controls. They have had several implementations in secondary flight control systems. Their main problems are seizure on more demanding flights and then the wear and clearance that start to occur with that. They would have been a desirable solution as they completely eliminate onboard hydraulics, but they have not been sufficiently perfected yet.
The solution that has been developed and is present in modern flight controls is represented by the electro-hydrostatic servo actuators. These replace centralized hydraulics with small hydraulic systems built into each servo actuator. The reliability of the system is increased because the failure of the hydraulic system of one servo actuator no longer affects the other servo actuators. But this solution comes with other problems: the amount of power carried by the onboard hydraulic systems to operate the flight controls must now be carried by the onboard electrical power system. In order to be able to carry such power, the voltage has been increased from 28 V for the onboard DC system to DC systems with a differential voltage of ±270 V.
Electro-hydrostatic actuators have become the subject of in-depth research. In [
7], an in-depth review is presented on the topic of EHAs. A possible alternative for EHAs could be electromechanical actuators. A review on this topic is presented in [
8]. But electromechanical servo actuators have certain problems that could not be solved in order to allow them to be used on aircraft main controls [
8]. Different constructive and control solutions have recently been developed. In [
9], an asymmetrical EHA is presented with a three-port pump and an advanced control system. Specific problems concerning high-speed pumps used in EHAs are detailed in [
10]. A solution for improving EHA efficiency by energy recovery can be found in [
11]. Active load-sensitive EHAs are presented in [
12]. Many studies focus on EHA dynamics and improving their control using modern control techniques [
13,
14,
15,
16,
17]. Design procedures for modern EHA can be found in [
18]. The use of modern control algorithms for electro-hydrostatic actuators is currently a prominent area of research [
19,
20]. The issue of monitoring the operating condition of electro-hydrostatic actuators and identifying potential faults is also present in the specialized literature [
21,
22,
23]. The possibility of controlling the aircraft in the event of failure of flight controls actuated by electro-hydrostatic actuators is presented in [
24]. In addition to these problems related to the overall operation of the electro-hydrostatic actuators, studies are being conducted on the behavior of the components of the electro-hydrostatic actuators under different conditions. For example, studies on the pumps of electro-hydrostatic actuators are presented in [
25]. Interesting constructive solutions regarding wet electro-hydrostatic actuators and their thermal behavior can be found in [
26]. The efficiencies obtained in the operation of electro-hydrostatic actuators are investigated in [
27]. In [
28], studies are presented on the thermal behavior of the components of electro-hydrostatic actuators. The behavior of an axial piston pump from an electro-hydrostatic actuator is studied from the point of view of the thermal interaction between the working fluid and the pump parts.
An important topic is the thermal behavior of the servo actuator. Such a study can be found in [
29], and it is a study in line with the research presented in this paper. An electro-hydrostatic servo actuator equipped with a three-phase PMSM (Permanent Magnet Synchronous Motor) in AC is thermally studied both by numerical simulations in AMESIM and experimentally. Simulations are performed for the laboratory configuration of the electro-hydrostatic servo actuator, and these are compared with the experimental results determined in the laboratory.
For onboard operation, thermal behavior is important because at both high and very low temperatures, abnormal servo actuator operation can occur. At high temperatures, the viscosity and lubricating qualities of the hydraulic fluid decrease. At very low temperatures, even if the hydraulic fluid is an aviation fluid and can operate down to −60 °C, the different shrinkage of the servo actuator components can lead to the servo actuator jamming. A thermal study by numerical simulations is therefore a first step in confirming the possibility of using this servo actuator on airliners. Further experimental tests on the correct functioning of the servo actuator at the respective temperatures are necessary.
The thermal simulation also allows us to evaluate the energy losses in the system and the servo actuator efficiency.
2. Proposed Configuration of the Electro-Hydrostatic Servo Actuators
The scheme of the studied electro-hydrostatic servo actuator is a simplified one, well known in the specialized literature, and is presented in
Figure 1.
This system is equipped with an electric motor that drives a gear pump. The pump circulates fluid between the chambers of the hydraulic cylinder to operate the aileron. The system also includes check valves, safety valves, and a hydraulic accumulator, all designed to ensure the proper functioning of the servo actuator. The specific roles of these components are not detailed here, as they are well documented in the specialized literature [
4,
5,
6,
7,
8]. This type of servo actuator was studied both from a structural perspective and in terms of its behavior under various stress conditions in [
30,
31]. The electric motor selected for this servo actuator is a DC motor powered by a differential voltage of ±270 V. The studied servo actuator was designed for operating the ailerons of a commercial airliner. The main parameters of the used components are presented in
Table 1,
Table 2,
Table 3,
Table 4,
Table 5 and
Table 6.
The components of the servo actuator were considered to be located in a compartment within the wing, as shown in
Figure 2, with the aileron being operated via a lever connected to the rod of the servo actuator cylinder.
For the mechanical loading of the servo actuator, a sinusoidal signal with an amplitude of 10 degrees and a frequency of 0.72 Hz was considered. Additionally, every 10 s, a cycle at the maximum deflection speed of 45°/s is performed, with a maximum deflection of 20°. At an amplitude of 10 degrees and a frequency of 0.72 Hz, the maximum deflection speed of 45°/s, for which the servo actuator was designed, is reached. The aerodynamic forces were modeled using a torsion spring with a stiffness constant of 153 Nm/°. This stiffness constant was estimated for flight at the aircraft’s maximum speed. This load spectrum is specified in the specialized literature for testing the behavior of aviation servo actuators over long operating durations, aimed at sizing onboard hydraulic sources (pumps and hydraulic accumulators) and experimentally determining the operational lifespan of these servo actuators [
1]. While it is not a real load spectrum, it provides a fairly accurate representation of the stresses a servo actuator for an airliner’s ailerons might experience during a more demanding flight—for instance, in turbulent atmospheric conditions or during more frequent maneuvers.
The tuning of the PID controllers used in the servo actuator system was carried out through numerical simulations in
Siemens Simcenter Amesim to meet the performance specifications required for airliner servo actuators. These specifications include a maximum deflection speed of 45°/s and a maximum positioning error of 1° in the case of a ramp input signal with the maximum deflection speed. Additionally, the tuning process aimed to achieve operation that places minimal stress on the electric motor driving the pump. This electro-hydrostatic servo actuator configuration is particularly disadvantageous for the electric motor, which is subjected to very challenging operating conditions, including rapid speed variations and frequent direction changes. During the numerical simulations, it was observed that certain PID controller settings could ensure good mechanical performance of the servo actuator. However, the current drawn by the motor exhibited oscillations with amplitudes on the order of 20 A and frequencies on the order of tens of Hz. Under such conditions, the motor experiences significantly increased electrical and thermal stress. The response of the studied servo actuator, with tuning adjustments that minimize stress for the specified load spectrum, is presented in
Figure 3.
3. Modeling the Operation of the Electro-Hydrostatic Servo Actuator
For modeling the operation of the considered electro-hydrostatic actuator, the
Simcenter Amesim, Academic Bundle, version 2304, developed by Siemens, was used. This software enables the modeling of multiphysics systems and is well suited for studying the behavior of systems with interacting mechanical, electrical, hydraulic, thermal, and other components. The simulation scheme implemented in Amesim Academic Bundle is shown in
Figure 4. The servo actuator was considered to be powered by a ±270 V differential voltage source via a controlled DC/DC converter. A predefined block in Amesim was used to simulate the overall functioning of the converter, taking its efficiency into account. Typically, converters used in such applications operate in switching mode [
32]. The specialized literature mentions very high efficiencies for these converters. However, due to the demanding operating conditions of the electric motor, the converter also experiences significant stress, making it challenging to confirm whether such high efficiencies (around 95%) are indeed achievable. It is well known that in the complete design of electro-hydrostatic servo actuator systems, the design of the converter itself is a challenging aspect. In practice, these converters often generate significant heat. Nevertheless, for the simulations conducted in this study, a simplified block was used to model the converter’s operation, considering a predefined efficiency.
The equations modeling the converter’s operation were taken into account as per references [
32,
33]:
The electric motor receives the voltage supplied by the converter and drives the pump to achieve the desired movement of the aileron. A DC motor was considered, for which a model is also implemented in Amesim. The equations that describe the operation of such a motor are provided in references [
33,
34,
35]:
The model implemented in Amesim takes into account the heat generated through the Joule–Lenz effect but does not consider the frictional losses in the motor bearings. To model the heat generated by friction in the electric motor, the scheme includes a rotational speed and a torque transducer at the motor shaft, which are used to calculate the mechanical power output of the motor. The heat generated by the electric motor was calculated by considering a proportional relationship between the power at the output shaft and the heat generated by friction within the motor. The total heat generated in the electric motor was assumed to be the sum of the heat produced by the Joule–Lenz effect and that produced by friction.
A block implemented in the Thermal–Hydraulic set of Amesim was used to model the gear pump. This block considers the mechanical and hydraulic efficiency of the gear pump, but only to calculate thermal processes related to the hydraulic fluid (the variation in the hydraulic fluid’s enthalpy as it passes through the pump). However, it does not consider the heat transfer that occurs between the hydraulic fluid and the pump body, nor the heat generated by friction during pump operation. The main equations describing the operation of the gear pump under these conditions are as follows [
33,
36]:
To model the heat transfer between the hydraulic fluid and the pump body, as well as the hydraulic cylinder, two pipe segments with thermal transfer and viscosity were considered. It was assumed that the heat transfer from the hydraulic fluid to the pump and hydraulic cylinder is supplemented by the heat transfer produced through these two segments.
To model the heat generated by friction in the pump, two pressure transducers and a flow transducer were used, which allowed us to calculate the hydraulic power supplied by the pump:
and furthermore, it was assumed that the heat generated by friction in the pump was proportional to the hydraulic power supplied by the pump:
To model the hydraulic cylinder, a block from the Thermal–Hydraulic set of Amesim was used, as mentioned in references [
33,
36]. As in the case of the pump, this block takes into account the variations in the enthalpy of the fluid as it circulates through the hydraulic cylinder and performs mechanical work, but it does not consider the heat transfer between the hydraulic fluid and the cylinder body. The heat transfer between the fluid and the cylinder body was considered to be included in the heat transfer produced through the two pipe segments.
To estimate the amount of heat generated by friction in the hydraulic cylinder, a speed transducer for the cylinder rod was used, and the friction force between the sealing rings and the cylinder housing, as well as between the piston rod and the cylinder, was assumed to be constant. The heat generated by friction in the hydraulic cylinder was calculated in the form:
The equations describing the behavior of the hydraulic cylinder implemented in the block used were as follows [
33,
36]:
In the simulation scheme, there is also a lever that acts as the rotational inertia, which models the aileron. As in any mechanical system, there are friction moments at the aileron joint. However, these are very small compared to the friction in the pump or hydraulic cylinder, so their effect was neglected.
For modeling the thermal processes occurring in the operation of the considered electro-hydrostatic servo actuator, both the converter and the electric motor were modeled using thermal masses [
33,
37,
38,
39]. Each of these thermal masses receives the heat generated by its respective component and transfers the heat via convection within the compartment where the servo actuator is located. The total heat received by each of these thermal masses is calculated separately by integrating the thermal power received, allowing a global evaluation of the servo actuator’s efficiency.
The pump and hydraulic cylinder were considered thermally together as a single thermal mass. The hydraulic fluid transfers heat between them, ensuring temperature uniformity. Additionally, in some design variants, the hydraulic cylinder, valve block, and pump form a single unit to create a more compact configuration. This assembly of the pump, valve block, and hydraulic cylinder will be referred to as the hydraulic system in the following text.
For the hydraulic system, thermal modeling was performed in the form of a thermal mass that receives the heat generated in the pump and hydraulic cylinder and transfers it to the air mass in the servo actuator compartment via convection. The air mass in the servo compartment absorbs the heat from the components of the servo and transfers it to the exterior through the compartment wall, which is essentially the wing’s outer skin in that area. The heat transfer between the air in the servo compartment and the wing’s skin, as well as between the skin and the exterior, also occurs via convection. Given the thin thickness of the skin (about 1–3 mm), the heat conduction process through the wall can be neglected. Only the heat accumulation, which leads to an increase in the temperature of the wall, is considered.
The modeling of thermal processes associated with thermal masses is performed using the equation [
33,
37,
38,
39]:
and the convection processes:
The main parameters used for heat transfer processes are specified in
Table 7:
5. Conclusions
Different situations have been studied regarding the behavior of an electro-hydrostatic servo actuator in terms of temperatures reached in operation, for different flight situations. The first conclusion that can be drawn is that a servo actuator in very good operating conditions does not need cooling. The heat transfer by convection, between the components and the air in the compartment, between the air in the compartment and the wing skin, and then between the wing skin and the external environment, is sufficient. In this situation, an enclosed compartment is sufficient for ensuring that the actuator operating conditions are maintained within acceptable limits for component temperature.
As the components of the servo actuator begin to wear, issues related to overheating start to arise. In the studies conducted, a significant degradation of the components’ qualities was considered, which can be prevented through regular maintenance of the servo actuator. However, the wear of components inevitably leads to an increase in energy losses in the form of heat from the servo actuator components. As highlighted in these studies, wear can lead to significant heat losses, which, in turn, result in the overheating of the servo actuator components if the servo actuator is installed in a closed compartment without external cooling options. Cooling with air taken from the exterior of the aircraft is a solution as long as the servo actuator can operate at low temperatures. However, if the components experience problems operating at low temperatures, around −30 °C or even lower, a temperature regulation system is necessary, either by adjusting the air intake valve opening or by using a flow of warm air taken from the engine.
The use of temperature control systems for servo actuators offers a way to ensure the thermal regime of the servo actuator. However, considering that flight control actuators are of vital importance onboard an aircraft, this is not a desirable solution. Failure of the servo actuator temperature control systems can lead to the servo actuator operating outside its permissible temperature range and, consequently, to a possible failure of the respective flight control. An acceptable compromise would be to use air cooling systems that take in air from the outside, combined with the use of servo actuators whose components can function correctly at low temperatures, preferably down to −60 °C in the case of commercial aircraft, to ensure their access to any geographical area.
Results obtained in this work are close to other results presented in the literature. Different precision levels have been adopted in other authors’ works, and the results are consistent with the external and load conditions. In [
29], numerical simulations were presented, and experimental results were obtained for the thermal behavior of an EHA. In [
40], numerical simulations were performed with results comparable with the present work. In [
26,
41], numerical simulations confirmed by experimental results are presented, using mathematical models of different precision levels. The method presented in this work has the advantage of a balance between the complexity of the mathematical model and the precision of the obtained results. With a relatively small effort, realistic results were obtained.
The simulations conducted also allowed for an evaluation of the overall efficiency of the servo actuator system. The evaluations based on instantaneous powers (the instantaneous power generated by the energy source and the instantaneous power produced at the hydraulic cylinder rod) can be considered inconclusive due to the redistribution of mechanical energy between the hydraulic cylinder and the aileron during operation. However, the evaluation based on the energy produced by the energy source and the heat dissipated within the system led to credible values for such a system. An efficiency value of approximately 60% was obtained for a well-functioning system, but this efficiency deteriorated, potentially reaching around 28% for a used servo actuator. Given that the efficiency of classic electrohydraulic servo actuators is primarily limited by the servo valve at a value of 67%, and then further affected by other energy losses within the system, it can be said that the overall efficiency of the electro-hydrostatic servo actuator system is very high.