1. Introduction
The compactness, high force-to-mass ratio and reliable performance of hydraulic actuators are factors that could potentially be exploited in a sophisticated manipulator design and many industrial applications. The dynamic behavior of electrohydraulic systems is highly nonlinear [
1]. Therefore, the complexity of such systems and the important range of control laws are a real industrial problem where the target is to choose the best control strategy for a specific application. Depending on the sought specification, the displacement, the velocity, the force or the stiffness could then be considered as a variable control. In recent years, research efforts have been directed toward meeting these requirements. Most of these studies have been based on the linear control theory [
2,
3,
4,
5]. However, in such works, some important dynamic information may be lost when the hydraulic servo system is linearized around some operating point during the design. Therefore, it is important to choose a nonlinear control method that is reasonably suitable for hydraulic servo systems. A number of investigations have been conducted on feedback linearization techniques [
6,
7], adaptive control [
8,
9,
10], backstepping control [
11,
12,
13,
14,
15], sliding mode control [
16,
17,
18,
19] and controller design via quantitative feedback theory [
20,
21]. The objectives of the above-mentioned works are oriented to the control of either position or effort. Little applications that are aimed at both position and effort tracking problems also exist. A great deal of research arises from robotic problems where position control is required for stiffness and force control is designed for compliance [
22,
23,
24,
25]. Generally, in robotic applications, when the manipulator arm is sufficiently rigid, the considered hybrid control position/force is presented by a local control of the manipulator arm of each actuator articulation [
22]. This gives some degree of decoupling between the position and effort controls. In Ref. [
26], using the model-based control, different effort and position control schemes were developed. This suggested control loop was defined by a modified classical P + PID scheme, which has achieved good tracking performance. On the other hand, the effort and position control problem was treated separately, and the switching problem was then not considered. In Ref. [
27], the authors presented the control of integrated electrohydraulic servo-drivers via conventional structures of PI and PD in order to separately control effort and position, respectively. The stability proof was not given. The parameters of these structures were calculated via indirect adaptive methods. These methods used identification tools and two control models with requirements for both effort and position tracking. Good performance was recorded for position control, but, for the effort controller, tracking remained efficient only for very low pulsation desired trajectories. Furthermore, the indirect adaptive schemas always have some issues with initial conditions. To overcome such issues and comparing the indirect adaptive method to the multiple PID controller approach, which is sensitive to its parameters, various solutions have been proposed in the literature [
28]. In this last one, the authors proposed a multi-input multi-output (MIMO) controller based on fuzzy logic. The effort and position controls were independently tested and provided satisfactory results while consuming less energy. In Ref. [
29], a hybrid position/force controller for joint robots based on a decoupling approach was presented. In fact, this approach used a smooth and invertible mapping linking the joint space to the task space in order to design the controllers separately. In Ref. [
30], a literature review of the hydraulic control, specifically for manipulator robots, was detailed.
Other than the separate hybrid position/effort control approaches, control based on the switching signal approach is considered in this paper. The challenge here consists in controlling the position as well as the second derivative of the position of the same cylinder.
Some relevant research works can be cited in the literature. For example, in Ref. [
31], the authors synthesized a hybrid position/force controller and applied it to an electropneumatic system. In this research work, the important purpose was to move a load near a rigid structure and apply a force against it without damages in the process. The control algorithm presented in this paper concerns a linear state feedback strategy for tracking both position and force. In this study, the switching position/effort controllers are carried out only according to the desired position. It should be noted that, despite the satisfaction tracking performance, a large peak of effort and position remains present during the switch occurrences. Recently, we have developed a hybrid position/force controller for a hydraulic actuator [
32]. The idea here is defined by a global hybrid position/force control structure design based on a reduced state-space linear model. For such a design, the control parameters are determined separately as having the performances required in each configuration. In addition, autonomous switching is elaborated via a hysteresis relay where the switching is triggered by a hard stop. Despite the simplicity of the designed feedback controller, it is noteworthy to indicate the local character of such an algorithm, which leads to working on a limited domain of an operating range of the system. In addition, the control gain settings are determined via the standard pole placement for both position and force modes. Consequently, any change in the operating point requires a re-calculation of these gains. On the other hand, the stability proof remains locally limited to the operating points relating to the specific tests that are carried out. Although the tracking performance of the proposed controller is good, the force trajectory presents some overshoot at switching times. In Ref. [
33], the authors circumvented the so-called stick-slip problem on the electropneumatic actuator with empirical switching controllers. To prove the stability, the closed-loop system was described in a piecewise-affine form to find a Lyapunov function for it.
There are several tools in the literature for analyzing the stability of a switched system. A survey of basic problems on the stability and design of switched systems has been proposed in Refs. [
34,
35]. In Refs. [
36,
37], the authors introduced the concept of hybrid systems and some challenges associated with the stability of such systems. In Ref. [
38], the stability condition with multiple Lyapunov functions for switched systems was considered. The stability proof using these methods is conditioned by the resident time of every subsystem that must be supposed relatively small. Otherwise, the stability can only be checked.
It is well known that the choice of the switching signal is important regardless of the switching type. For the time-dependent switching controller, a close relationship exists between the switching times and the design of the desired trajectories imposed on the process. Usually, the switching occurrences are manually adjusted to commute between different subsystems, but, in real-time applications, some state problems may appear [
28]. Such problems can be so dangerous as to harm some sensors on the test bench. Moreover, these problems become more serious in the presence of some residual dynamics. Supposing that these uncontrolled dynamics are stable, the problem amounts exactly to the convergence time of these dynamics. In most of the previous works, switching was defined by imposing either the instants of switching or conditions on the system states. Such a switching choice does not prevent the appearance of undesirable peaks during switching. Our work is different to previous works since it proposes a purely mathematical solution, which allows automatically updating the desired force trajectory by taking into account the time of convergence of the residual dynamics. In this paper, the problem of time-dependent switching hybrid controller position/force is considered for electrohydraulic servo-actuator systems with a flexible load. The presence of such a load makes it possible to have uncontrolled states on the dynamics of one subsystem. To avoid any damage at switching times, our proposed solution is to design a force trajectory generator that is based on the desired position trajectory, previous switching times and time convergence of residual dynamics where it is computed in real time. Thus, our contribution is to conceive a specified switching law to guarantee system commutation without any problems.
The outline of this paper is as follows.
Section 2 presents the system dynamics, including an electro-hydraulic servo-actuator. The problem formulation and illustration is taken care of in
Section 3. In
Section 4, two different control algorithms are synthesized for tracking the trajectory of both the position and the effort using, respectively, the backstepping technique and the Lyapunov approach. The stability of the overall system is also checked. In the next section, the proposed solution is explained.
Section 5 is dedicated to the simulation results.
2. Electrohydraulic Servo-Actuator Model
The considered system is presented in
Figure 1. It is a symmetric double-acting electro-hydraulic servo-drive that uses a double-rod cylinder with a stroke of 330 mm, which is controlled by a five two-way servo-valve. The characteristics of the hydraulic actuator are given in
Table A1 (see
Appendix A).
This system disposes of some interface block between the actuator and the servo-valve. The presence of this block, which is specifically designed for the test bench to implement two servo-valves, makes it possible for the system to have three operating modes. Indeed, the actuator chambers can be fed either by a 5/2 single servo-valve (mode 1) or by two servo-valves in parallel to increase the flow (mode 2). The servo-valves can also be used in a three-way mode to supply flow independently to each actuator chamber (mode 3). In this paper, a single mode is considered to control the actuator by one 5/2 servo-valve (mode 1).
Although the interface block has an advantage over the system, its presence in this last one conduces to some pressure drop between the servo-valve and the cylinder chambers.
This pressure drop depends on the geometrical characteristics of different pipes that constitute the block, the velocity of the fluid and the input signal. For this reason, the output flow (
) of the servo-valve is different from the input flow (
) of the actuator (see
Figure 1). In this work, this intermediate block is simply approximated to a resistive component, which is described by some constant that is determined experimentally.
According to Newton’s second law, the dynamics of the inertia load can be described by:
where
y [m],
v [m·s
−1] and
a [m·s
−2] are, respectively, the displacement, the velocity and the acceleration of the load,
M is the mass of the moving part,
is the pressure drop across the load piston,
S is the effective area of the actuator chambers,
k [N/m] is the stiffness load and
b [N/m·s
−1] represents the coefficient of the viscous friction force. Dry friction forces
h depend explicitly on the velocity and can be represented by the function
h(
v(t)). The empirical model of the friction effort, which is described by a smooth function such as
thanh(.), is given in Ref. [
33]. In fact, according to the Tustin friction model,
h(
v(
t)) can be defined by such nonlinear function, [
36]:
Where
Fsdy and
FCo are the dynamic dry friction and the Coulomb friction, respectively.
C and
vi0 are the coefficient of the Stribeck effect and the velocity scaling constant, respectively.
In our case, the dry friction is neglected.
In a variable volume chamber, the obtained equation flows rely on some assumptions, viz.: (A1) both the temperature and pressure of the oil are homogeneous in each chamber, (A2) the oil density variation is small compared to its average density, (A3) the temperature variation is small compared to the average temperature, which is equal to the oil supply temperature. According to these assumptions, and neglecting leakage flows, the governing nonlinear equations that describe the fluid flow distribution in the servo-valve can be written as follows [
1]:
is the effective Bulk modulus.
V1 and
V2 are the total volumes of the cylinder defined, respectively, by:
where:
is the piping volume of each chamber for the zero position and
VD is a dead volume present on each extremity of the cylinder. Considering that the interface block is symmetric, then its piping volume is also taken account of by
V0.
In our case, the servo-valve has a large frequency of about 1 kHz. Consequently, it can be neglected in front of the slow dynamics of the actuator whose open-loop average frequency in the central position is about 250 Hz. This is why the spool valve displacement
xt is assumed to be directly related to the control voltage
, with a proportional relationship defined by the gain
Ksv, viz.:
xt = Ksv u. This kind of assumption can be used in control for some operating modes [
1]. Then, the flow laws can be given in affine form:
where:
With:
and the function
defined by:
The servo-valve is supposed to be a symmetric one, which justifies the presence of the same variable gain in the two flow laws. The coefficient of the flow gain r is defined by the expression is the spool valve area gradient, and is the pressure drop caused by the interface block.
Let us define the variable , which is assumed to be a constant parameter, where is the fluid density and is the flow coefficient constant of each restriction. Note that the defined parameters are supposed to be constant.
We note the physical domain of the system by:
Considering the terms and introduced in the expression of and (Equation (6)) can be deleted as well as the absolute values.
Let us define the state variables
and the system can then be expressed in the form below:
With
,
, where
are locally Lipschitz vector fields, defined by:
And b is the coefficient of the viscous friction force, and k is the stiffness load.
3. Problem Statement and Illustration
Our research work is addressed to control the electrohydraulic system in touch with a flexible load described above by switching the input signal between the position and the effort.
3.1. Problem Statement
The main idea provides a tracking performance while maintaining the stability of the overall system with any problem at the switching times.
For this purpose, let us define the model system as follows:
For the control position target, the subsystem (S1) is then defined as in (10), with its input signal. When this target is changed to the effort control, the system will be described by the subsystem (S2), where is the new input signal to track some force-desired trajectory.
Note that, owing to the system order, which is equal to three compared to the relative degree for (S2), which is equal to one, this subsystem presents second-order residual dynamics. Then, the problem here arises when switching takes place from the force controller to the position controller.
Consequently, this hybrid controller needs to be implemented for switching to occur between the position and force controllers with some operating phases, with an appropriate switching law
(see
Figure 2). In this figure, the principle of the considered hybrid controller is described.
Different phases must occur successively. Firstly, the position controller is started by choosing a smoothing desired position trajectory, such as a polynomial trajectory. According to our specifications, the desired trajectory for the position must have a static phase to reach some given position and remain there for a certain time. The second phase is carried out when the position reaches the static phase. Then, the closed-loop system switches from to over some period of time imposed by the switching signal . In fact, to orchestrate between the two strategies’ laws, the switching law must be correctly designed, especially at switching times from to Indeed, these switching times will necessarily depend on the convergence time of the residual dynamics rated as . To avoid any damages in the process, the commutation from to must be done after to ensure that the residual dynamics converge to the values imposed by the position controller. The choice of this switching criterion depends on the characteristics of the load, the coefficient of the viscous friction force and the convergence time of the effort to its desired trajectory. Therefore, the design problem of the switching law consists in determining the switch occurrences that must be imposed when there is commutation from to , as well as the switch occurrences that must be generated when the controller switches again to the position tracking target. To illustrate the problem that may arise at the switching times when switching again to the position control, some simulation tests will be presented in the following paragraph.
3.2. Illustration of the Problem Statement
Given that the state variables are the same for both subsystems, it is important that these variables have the same values at the switching times to avoid any damage. To illustrate the switching problem that may occur, some simulation results are presented. Let us define the desired trajectory of effort
by a sinusoidal signal with some pulsation as follows:
The desired trajectory of the position
is defined by the polynomial function shown in
Figure 3a.
is the value of the desired position at the static phase (
tsp).
In the simulation tests, the switch from (
S1) to (
S2) occurs when the position is established at the constant value, which is defined by the static phase of the desired position trajectory. In
Figure 3, each switching from one subsystem to another is indicated by a green dotted line. The first switching takes place at slightly over 2 s. At more than 8 s, the second commutation one occurs.
At the end of this static phase, the switch is performed to (
S2).
Figure 3b–d shows huge visible peaks on the curves of effort, velocity and acceleration. The peak recorded for effort presents maximum outracing of about 600 N. Such a value can easily damage the system. These peaks are due to the manner of switching, which occurs before the dynamic residual convergence.
4. Controller Design
Two control laws will be synthesized in this section. For the tracking control position, the backstepping technique [
12] is considered. The force control law is defined using the Lyapunov method to ensure exponential convergence.
4.1. Problem Statement
Backstepping control is a design procedure developed for systems with a lower-triangular form. The key property of this technique is that it offers a constructive way of forwarding the non-reachable control to a new virtual control law. Indeed, a recursive procedure is repeated until the actual control variable is reached.
Let us start with the first subsystem
, which is defined by:
The equilibrium point is given by: , where are the position, the velocity and the pressure drop defined at the equilibrium point, respectively. Therefore, with a simple translation the equilibrium point can be defined by Note that are the desired trajectories of the position, velocity and acceleration, respectively.
In order to apply the backstepping technique, different steps are considered as explained in the
Figure 4. Each step is based on the definition of a virtual input, error variable, stabilizing function and the use of Lyapunov functions. The subscript i in
Figure 4 represents the number of equation related to the sub-system 1.
The expressions of and up are only one possible choice in order to exactly compensate the terms that come from the measurements. The details of the different calculation steps are described below.
Step 1: Let e1 be the deviation of y from its desired value: The derivative of the position error is computed as: In this step, is viewed as the input of the first equation of Let us define as a stabilizing function.
Now, the aim is to design a feedback control
to stabilize the origin
, which is chosen as:
where
c1 is a positive constant:
The closed-loop subsystem becomes:
For satisfying the requirement, the Lyapunov function of the first equation of
is chosen as
Then, the derivative of the Lyapunov function along the solutions corresponds to:
Hence, the origin is globally exponentially stable.
Step 2: Since
is not an effective control of the system but rather a state variable, so a new error variable is introduced to represent the difference between this variable
considered as a virtual control and the stabilizing function
, as defined in (12). Consider a new error variable
e2 defined as the difference between the virtual input
and the associated stabilizing function as following:
According to the variables
and
the
subsystem is transformed to the following form:
Consider now
as the new virtual input of the system error described above. In this case, the Lyapunov function
is constructed by augmenting
with a quadratic term in the error variable
Then, the derivative of
is given by:
Let us now define
as a new stabilizing function. After that, feedback control is chosen as
Subsisting the previous equation in the derivative of
where
is a positive constant:
From (14), we deduce that the origin
is stable.
Step 3: Let us define a third variable error
as:
From the defined variables errors,
can be re-written as follows:
Then, the Lyapunov function of the overall system can be expressed by adding
with the quadratic term in
:
where
is a positive gain:
Therefore, to ensure that
, the control law
is chosen as:
It is clear that the singularity of Equation (22) occurs when , which is the case when the pressures in the two chambers are equal, respectively, to the supply and the exhaust pressure. Or, according to the defined physical domain this problem is avoided. Hence, the origin of is globally asymptotically stable.
4.2. Force Controller
The second system has the same vectors fields as
, but the control law is replaced by
. Indeed, in the current case, the force output is controlled, where the subsystem
is defined by:
Let the Lyapunov function be defined as:
where
is the force of the hydraulic fluid on the piston and
is its desired trajectory, which is assumed to be a
differentiable function.
The equilibrium point
, the following condition
is easily checked. Differentiating (24) along the system trajectories, we obtain:
The expression of the hydraulic force is given by:
where
and
are the same nonzero quantities defined in (6). By replacing the expression of
into (26), we obtain:
To have an exponential convergence of
the function
can be selected as follows:
where
is a positive gain. Replacing (29) in (28), we obtain the following equation:
The solution of the previous equation guarantees the exponential force stabilization:
The convergence time is adjusted by the gain
Now, substituting the previous Equation into (30) gives:
Therefore
is a negative definite function. Note that
is a differentiable function, where
exists and is bounded. Then, with Barbalat’s lemma, the asymptotic stability can be deduced. However, the overall stability of
depends on the stability of the uncontrolled dynamics. These dynamics are represented by the following linear state space:
where:
are the inputs of the linear system and the matrix
are defined by:
The characteristic polynomial of (33) is given by:
where
is a complex number frequency parameter. Equation (34) represents a Hurwitz characteristic polynomial. From the bounded-input bounded-output (BIBO) stability, the residual dynamics can also be stable. Indeed, the input signal
of the linear system (33) is always bounded, and, with the physical domain
, all state variables are bounded, which easily justifies the stability of these dynamics.
5. Proposed Solution
To address the problem of our work, a reference trajectory generator of the effort is proposed, and it will be updated during the system operation. This update requires adding a dead zone
in the effort trajectory to enable the necessary time for the residual dynamics
to converge properly to the values imposed by (
S1). To calculate
it is necessary to have some information about the system state variables.
Figure 5 describes the proposed solution. As shown in this figure, the values
, which are, respectively, the position and the velocity at the beginning of the force static phase, must be measured. Furthermore, the error values of the position, velocity and force must be imposed in order to achieve a given accuracy.
Therefore, the width of this dead zone is then used to update the switching signal. Therefore, this last one can be defined by:
To compute and our proposal is developed below.
The solution of (33) is defined by the following expression:
where
is the time at which
with
the effort given by the static phase during the position controller.
The main idea of the solution is to find an approximation of
under certain considerations that will be presented. Therefore, consider that
where
is an imposed value. The velocity of convergence of the residual dynamics depends on the real part of the roots of the characteristic polynomial. Then, the convergence time of the residual dynamics for each kind of the characteristic equation roots will be estimated. For this, the following inequality must be solved:
represents the vector of residual dynamic values when (
S1) is active. Then, we can replace this last inequality by:
With: , where and are the imposed values, respectively, for the position and the velocity, which are defined by the static phase relative to the servo positioning. and are the pre-defined error values, and it is necessary to set them as low as possible.
Knowing that the matrix
has a companion form, the following variable change from the state
to
can be defined as:
where
is the transformation matrix and
is a matrix of the diagonal or Jordan form. Then, the exponential of the matrix
is given as follows:
For each case, the convergence time of the residual dynamics is determined and is described above.
Let us define where and are the roots of the characteristic polynomial of (33). Therefore, depending on the sign of the discriminant of this polynomial, three cases can occur.
Case 1: For ( conjugated complex roots)
For the first case, the form of the matrix
can be written as:
Assuming that
then we have:
From these two inequalities (38) and (39), we can extract two equations thus:
From the first inequality of the above system, the convergence time approximation of
is given by:
where:
And
From the second inequality, the convergence time of
is computed by:
where
Case 2: For ( Real roots)
For the real roots, the convergence times
of
and
, respectively, can be deduced. We start with the following expression for
:
where:
Case 3: For ( is the double root)
In this particular case, we have
, and the transformation matrix
is written as follows:
The convergence times
are determined by Equations (44) and (45):
where
where
Finally, for each study case, the convergence time of the residual dynamics corresponds to the slowest one. This allows us to write:
where
and
are the approximations of the convergence times of the position and the velocity, respectively, which are generally computed as:
is a function that depends on such parameters as the errors of variables and characteristics of the load. are the roots of the characteristic polynomial of (35) and are, respectively, the position and the velocity corresponding to the measured state values at the beginning of the dead zone.
7. Discussion
We began the simulation tests by activating the subsystem (
S1). When the position reached the static phase imposed by its desired trajectory, the subsystem (
S2) was activated to control an applied force on the load. We observe from
Figure 7 and
Figure 8 that, when the proposed method was applied, there were no adverse effects on the system status. Further, the simulation test was performed even with a variable frequency of the desired effort trajectory to solicit different dynamics applied to the load.
As shown in
Figure 7, there are more than two switches for the position controller, so it is necessary in this case to impose two dead zones (
TZM(1) and
TZM(2)) in the desired trajectory of the effort. Therefore, a desired generator trajectory of the effort was updated. Then, the computation of the width of the dead zones was carried out using Equation (47).
When the subsystem (
S2) was activated, the effort was under control but not the displacement. At this stage, we noticed that the effort was very close to the desired pre-calculated trajectory of the effort (see
Figure 7 upper). On the other hand, the displacement did not follow its desired trajectory, but, under the effect of a causal relationship between these two physical variables, the displacement will be of the same form as the effort trajectory.
Figure 8 shows some modifications to the trajectories of the velocity and the acceleration, as well as their desired trajectories. From this figure, good trajectory tracking is shown for the synthesized hybrid position/effort controller. We can conclude that the simulation test allowed direct validation of the hybrid position/force controller and the proposed solution in order to impose switching times that ensured no adverse effects in terms of tracking the trajectories.
The results obtained show the efficiency of automation of time-dependent switching signals. This is generated via the definition of a force trajectory generator that is updated instantaneously according to system conditions. This update prevents harmful problems that may be caused by the residual dynamics. Indeed, any undesirable effect on speed and acceleration is avoided. In addition, it should be noted that the controller has a good follow-up of the desired trajectories, whether for the position or the effort.
By referring to the work carried out in Ref. [
32], we have proposed another hybrid position/force control approach. This approach in Ref. [
32] was based on a linearized control model in which the structure of the control law remained the same and only the parameterization changed. The switching signal used was based on a hysteresis function. Admittedly, the tracking quality was good, but the peaks of the effort during transitions were recorded. On the other hand, our current approach consists in automatically generating the force trajectory in order to avoid these peaks and, thus, all damage to the system. The trajectory generator is defined by a mathematical calculation taking into account the residual dynamics.