1. Introduction
The concept of future factories demands new designs and developments of sustainable, energy-efficient, and intelligent hydraulic systems and components. Industry 4.0, along with key enablers such as the Industrial Internet of Things (IIoT), standardized communication protocols (e.g., OPC-UA), new data transfer methods, and AI-based approaches, as well as facilitated efficient data gathering, transfer, and analytics [
1]. Conversely, factories of the future rely on various approaches such as modular design with plug-and-play capabilities, distributed systems with integrated local intelligence, 5G and edge computing, cyber-physical systems (CPSs), and data-driven digital twins, among others [
2]. In these intelligent systems and components, self-awareness, health monitoring, and predictive maintenance are incorporated. To successfully digitize a system or component and effectively monitor or evaluate its behaviour, key characteristics must be defined, stored in local clouds, and made available for further use and services. This paper focuses on the design of a new actuator system integrated into a hydraulic on/off valve, which is used in hydraulic digital fluid control units (DFCUs), and its representation of static and dynamic performance. Digital hydraulics and DFCUs constructed from on/off valves offer several advantages over conventional hydraulics and sliding spool valves, including a higher power density, precise control, greater force output, and improved energy efficiency [
3]. Furthermore, digital hydraulics combined with a piezoelectric actuator system has the potential to significantly improve electrical energy efficiency, as well as enhance the static and dynamic performance of hydraulic valves, such as DFCUs [
4]. The most commonly used actuators in conventional hydraulics are electromagnetic actuators (solenoids), which are robust and reasonably priced. However, their performance is limited when switchover times below 1 ms are required, a key factor for DFCUs in high-dynamic and high-precision hydraulic linear drives. As noted by the authors in [
3], some commercially available on/off valves used in digital fluid power systems have response times ranging from 3 to 10 ms. Shorter switchover and response times are hindered by magnetic induction and eddy currents when switching the electrical current on. Differences in the static and especially the dynamic characteristics of any type of hydraulic valve, when combined with a control method, have a significant impact on hydraulic linear drive behaviour, including stroke resolution, precise uniform motion, step response, and operational stability [
5].
By using alternative actuators, particularly piezoelectric actuators, which offer the best practical potential, significantly shorter response times and a lower electrical energy consumption can be achieved, especially in the steady active state [
6,
7,
8,
9]. On the one hand, the switchover times of electromagnetic actuators range between 10 and 20 ms, while on the other hand, piezoelectric actuators can achieve switchover times of less than 1 ms. In addition to these advantages, piezoelectric actuators offer high precision, flexible stroke control, immunity to electromagnetic interference, and structural scalability [
10].
This paper begins by presenting the theoretical background of piezoelectric actuators and piezoelectricity, explaining both the direct and inverse piezoelectric effects, along with the core concept of the actuator–sensor approach. The following section focuses on the design and functionality of the piezoelectric actuator system, followed by a detailed explanation of the experimental methodology. The main part of the paper presents the experimental characterization of the static and dynamic performance of the piezoelectric actuator system, which serves as the foundation for developing a smart actuator system concept. The proposed actuator administration shell concept will be used in the future development of a real actuator–sensor system, as well as switching valves and DFCUs.
2. Theoretical Background of Piezoelectric Actuators
Piezoelectric materials can be utilized in both sensor and actuator technologies. When pressure is applied to piezoelectric materials such as quartz crystals, an electric potential is generated; this phenomenon is known as the piezoelectric effect and is employed in sensor technologies. Conversely, piezoelectric actuators operate based on the inverse piezoelectric effect. In this process, applying an electrical potential to the piezoelectric material causes a change in its shape, specifically an extension in the direction of the material polarization [
11].
A detailed background on the practical use and functionality of piezoelectric actuators is provided in [
12,
13], where authors focus on the potential applications of piezoelectric actuators and usage in various types of hydraulic valves, including conventional hydraulics and pneumatics, as well as in high-response continuously operated spool valves. In this paper, we focus only on the essential piezoelectric characteristics and operational principles to highlight the key parameters of piezoelectric actuators that significantly impact the static and dynamic performance of the new piezoelectric actuator system.
Linear multilayer piezoelectric stack actuators, as shown in
Figure 1a, are suitable for hydraulic valves, including DFCUs. The image depicts a 32.4 mm long piezo stack with a 7 × 7 mm cross-sectional area. It has two electrical connections; the blue one represents the negative pole, while the red one represents the positive pole [
14]. In our application, we use an electrical voltage ranging from 0 V to 200 V.
Figure 1b illustrates a schematic representation of a multilayer piezoelectric stack actuator. In this figure, l represents the initial height, h denotes the thickness of the PZT layer, P stands for the polarization of the piezo ceramic material, and Δl indicates the extension of the piezo stack when electrical voltage is applied (active state). F represents the generated force, while U refers to the applied electrical voltage, with positive and negative poles. The main properties for selecting a piezoelectric actuator (PZT) or piezo element (PE) for a particular application are as follows: (1) dimension (cross-section, length, or height
l), (2) force generation (
F), (3) extension (Δ
l), and (4) response time. Piezoelectric stack actuators consist of several piezoceramic plates with thickness
h, as shown schematically in
Figure 1b. An advantage of these multilayer stack actuators is that they require a lower supply voltage (up to 200 V), which is important for applications in fluid power technology and assembly automation where a high response, energy efficiency, and a high stroke resolution are crucial. These actuators can generate high forces up to several kN (e.g., the piezo stack shown in
Figure 1a generates 2 kN) but have small extensions up to 0.15% of the actuator’s length or height.
The fundamentals of piezoelectric actuators and the simplified mathematical formulations described in this paper are derived from several sources [
15,
16]. A piezoelectric actuator is characterized by its force–displacement curve and the electrical charge versus electrical voltage curve.
Figure 2 illustrates the force–displacement characteristic curve for a piezoelectric stack actuator, which describes its mechanical performance. This performance can be expressed using a basic mathematical formula that defines the electro-mechanical relationship as presented in [
15,
16]. The characteristic curve defines the operating point of the piezoelectric stack actuator (OP) under specific loading conditions. Equation (1) represents the displacement
xpzt of the piezoelectric stack actuator. In this paper, we focus only on Equation (1) and its associated characteristic curve, while the electrical charge versus electrical voltage curve is discussed in detail in [
15,
16]. This curve is crucial for understanding the charging of the piezoelectric stack actuator with a typical electrical capacitance
C. The variables in Equation (1) are as follows:
x0 is the stress-free displacement [m/V],
Upzt is the supply voltage [V],
kpzt is stiffness [N/m], and
Fpzt is the generated force [N]. It is important to note that the performance of piezoelectric actuators depends on the piezoelectric material used and the effective stiffness, as highlighted in [
17]. Additionally, the characteristics of piezoelectric stacks can vary under different working conditions, such as temperature and the type of AC or DC signal used for testing, as explained in [
18].
Under no-load conditions, the piezoelectric stack actuator does not exert any force, and its displacement
xpzt corresponds to the free displacement
xfree. The free displacement varies linearly with the applied electrical voltage
Upzt (illustrated in
Figure 2 as examples U1, U2, and Umax) and is defined by Equation (2). When the piezoelectric stack actuator operates under a very large load (exceeding the generated force), its output displacement
xpzt becomes zero, and the actuator generates a blocking force
Fblock, as described by Equation (3). Additionally, when the piezoelectric stack actuator operates at the maximum voltage
Umax, Equation (1) can be rearranged into the form presented in Equation (4), where the generated force is reduced by a portion of the actuator’s displacement [
15,
16].
A key consideration when using a piezoelectric stack actuator in practical applications is the type of preload applied to the actuator. As detailed in [
15,
16], a piezoelectric actuator behaves as an elastic body with a specific stiffness, denoted as
kpzt. Mechanically, it can be subjected to two distinct types of loading: the first is when the load remains constant during the extension (displacement) process and the second is when the load on the piezo stack varies during the extension process. In our investigation, we focus on the second scenario.
Figure 3 illustrates the piezoelectric stack actuator loaded with a spring of stiffness
ks.
The free displacement of the unloaded piezoelectric stack actuator is given by the simplified Equation (5) (case A), where
Fpzt represents the generated force of the piezoelectric stack actuator and
kpzt denotes its stiffness. The free displacement of the spring-loaded piezoelectric stack actuator (case B) is described by Equation (6). A spring load affects the free displacement capability of the piezo stack, reducing it by Δ
x, as shown in Equation (7). Furthermore, the free displacement of the loaded piezoelectric stack actuator is expressed as a function of the original free displacement, as described in Equation (8) [
11,
15].
3. Piezoelectric Actuator System Design
The main idea of the piezoelectric actuator–sensor system presents the use of three piezoelectric stack actuators placed in series to achieve the desired maximum stroke, several discrete strokes, an improved stroke resolution, and the ability to sense the actuator behaviour. The idea is to combine the piezo and inverse piezo effect, thus achieving the functionality of the actuator–sensor system. As noted in [
19], the partially failed piezoelectric stack actuators may have a major impact on actuator performance and can be detected during the operation by monitoring their static and dynamic behaviour. The concept, shown in
Figure 4a, is employed as a piezoelectric actuator–sensor system in hydraulic on/off valves integrated into a four-way digital fluid control unit (4WDFCU). The piezoelectric actuator system assembly, as shown in
Figure 4b and its real picture in
Figure 4c, consists of the following components: (1) a screw cap that provides a proper preload for the piezo stacks, (2) a spacer combined with a ball bearing to eliminate torsion, (3) an actuator housing, (4) a flange for installation in the hydraulic valve, (5) disc springs, and (6) a control piston and piezo element (PE). All the main steel parts of the actuator system (components 1, 2, 3, and 6) have been analyzed using the finite element method (FEM) to ensure the construction achieves a longitudinal deformation of less than one micron during operation.
The actuator housing, combined with disc springs and a control piston, facilitates the proper installation of the piezo elements. Using three piezoelectric elements (PEs) within a single actuator system allows for at least three discrete actuator stroke values, which is crucial for managing production costs and ensuring a high response rate when charging individual PEs. As mentioned, the non-activated PEs serve as sensors to monitor the PEs and the actuator system by measuring the electric voltage, which results from the extension of the active PEs and the generated force acting as an external load on the non-activated PEs. Digital fluid control units typically consist of multiple on/off valves arranged in parallel, meaning several valves and actuators must be used to achieve multiple discrete output values (in the case of hydraulic actuators, the output value is the actuator stroke, which directly corresponds to the valve flow rate).
The main characteristics of the piezoelectric stack actuator used in this investigation are presented in
Table 1. It is made from SONOX P505 material and manufactured by CeramTec [
14]. The key static performance characteristics include dimensions (cross-section of 7 × 7 mm and effective height of 32.4 mm), the maximum free displacement (approximately 0.15% of the effective height), blocking force (2 kN), and the maximum control voltage (200 V). The actuator’s dynamic performance is defined by its electrical capacitance and resonant frequency. The preload for the piezoelectric stack actuator is achieved using the screw cap, as shown in
Figure 4b, position 1.
The second important component of the piezoelectric actuator system is the disc spring unit, which provides the necessary initial preload for the piezoelectric elements (PEs). The disc spring unit deflects when the PEs are activated, as shown in
Figure 4b, position 5.
Table 2 presents the theoretical characteristics of a single disc spring (Value 1) and the measured characteristics of the disc spring unit (Value 2) used in the piezoelectric actuator system [
20]. Three single disc springs are arranged in series to achieve the appropriate stiffness for the disc spring unit. The assembly of the disc springs was conducted under dry conditions (cleaned and dried discs) with no lubrication added between the discs. A total of 20 measurement cycles were performed for each characteristic point, with the standard deviation not exceeding 3%. Based on the data in
Table 2 (Value 2), we can define four stiffness regions by calculating the stiffnesses of the disc spring unit. Since the disc spring unit was tested rather than calculated based on a single disc spring, friction and contact behaviour between the discs were taken into account. The results indicate an approximate 1.5% increase in force due to internal friction or other material losses.
Alongside the extension of the piezoelectric elements (PEs), the disc springs are preloaded during installation and deflected during the operation of the piezoelectric actuator system. Based on the deflection–force relationship provided in
Table 2 and additional testing of the disc spring unit, the actual disc spring stiffness was determined. Since the disc spring unit is preloaded, the piezoelectric actuator system operates primarily in Area 3, as shown in
Figure 5. This figure illustrates the theoretical stroke of the piezoelectric actuator system, considering the characteristics of the PEs (three PEs in series) and the disc spring unit. The deformation of the piezoelectric actuator unit housing is ignored. The initial preload of the piezoelectric actuator system is
Fkonst = 620 N, resulting in an initial deflection of the disc spring unit of
xDS, konst = 115 microns. The starting point
Sp represents the initial condition of the piezoelectric actuator system. We considered a simplified theoretical model (as given by Equation (8) and graphically shown in
Figure 3). The piezoelectric actuator system begins to extend under the applied electrical voltage, resulting in an actuator system stroke
xpa. Simultaneously, the generated force of the PEs
Fpa decreases from the initial blocking force of 2 kN to approximately 980 N. Consequently, the disc spring unit is further deflected by Δ
xDS. The operating point (OP) indicates the maximum theoretical stroke of the piezoelectric actuator system, with
xpa being approximately 72 microns.
4. Experimental Setup and Methodology
4.1. Test Rig Setup
In this section, the experimental setup and measurement methods for characterizing the piezoelectric actuator system are described. Both static and dynamic characteristics are presented in detail, which are crucial for switching technology and for open-loop as well as closed-loop position control. Two main parameters are measured and analyzed, (1) the stroke, or displacement, of the piezoelectric actuator system (xpa) and (2) the electrical voltage applied to each piezo stack actuator (UPE1, UPE2, UPE3).
The experimental setup is illustrated in
Figure 6, with a real picture of the test rig shown in
Figure 7. A personal computer with NI LabVIEW programming and a graphical user interface was employed to conduct test cycles, manage open-loop position control, monitor measured variables, and save the results. Standard block diagrams and the NI LabVIEW library were used to create all functional diagrams. The BNC-2120 external terminal (DAQ—data acquisition device) from National Instruments was used to capture the measured variables, including the stroke of the piezoelectric actuator system (measured by an Eddy current sensor) and the electrical voltage at each PE. This device can acquire both analogue and digital signals and is compatible with NI LabVIEW, allowing for the setting of data types, sampling frequency, and triggers. It supports high-frequency data acquisition, ranging from 100 Hz to 1 MHz [
21].
Pulse number modulation (PNM) was utilized for open-loop position control to determine the three discrete values of the piezoelectric actuator system’s stroke (with one, two, or three PEs activated). Custom digital control electronics, including low-voltage high-response switching electronics and high-voltage control electronics, have been developed to achieve high response rates, high voltage signals, and stable control. The PNM method employs standard on/off pulses (low-voltage electronics with 5 V pulses to control high-voltage switches producing a 200 V output control pulse signal—US,PEi).
Additionally, the pulse width modulation (PWM) method was combined with closed-loop position control using a PID controller and a position sensor in the feedback loop. The desired position of the piezoelectric actuator system was used as the reference signal [
22]. For PWM, the parameters were set at the low-voltage electronics (5 V output signals) with a frequency of 100 Hz, resulting in 100 signals per second. The duty cycle varied from 10% to 100% depending on the required signal in the closed-loop control. A period of 10 microseconds was used, with a linear step response set to 0.1 milliseconds for rise and fall times. Based on the static characteristics of the piezoelectric actuator system, the control activated one, two, or three PEs for a specified time period to achieve the desired stroke. Only the proportional (P) gain was used in the high-voltage control electronics (amplifier) to achieve the desired step response and fast charging of the PEs. The P gain was set to 30, while the integral (I) and derivative (D) gains were set to zero or excluded from the closed-loop control.
The overall displacement of the piezoelectric actuator system (stroke) was measured using the Micro-Epsilon U1 eddy current sensor, which has a measuring range of up to 1 mm and a stroke resolution of less than 0.1 microns. Calibration was performed using the Micro-Epsilon online tool. To accurately capture signals from the eddy current sensor, the DT 3100 SM controller, equipped with an integrated amplifier and null shift function, was used. The extension of the piezoelectric stack actuator is indirectly influenced by the supply voltage (Us,PEi). Therefore, the electrical voltage at each piezo stack (UPEi) was measured to facilitate a more in-depth analysis. Since the system operated in different scenarios, with one, two, or three PEs active at a time, we anticipated measuring electrical voltage at inactive PEs due to the force generated by the active PEs affecting the entire piezoelectric actuator system.
4.2. Static and Dynamic Characteristics’ Measurement
The static characteristics include piezoelectric actuator system stroke
xpa for several different operating scenarios (one active PE, two active PEs, and three active PEs) at the maximum control voltage
US,PEi = 200 V. The PNM method is used here to simplify control. We expected at least three discrete stroke values for the piezoelectric actuator system. Three scenarios were presented for activating a single PE (PE1, PE2, or PE3), as shown in
Figure 8a. Similarly, three scenarios were planned for activating two PEs (PE1 + PE2, PE1 + PE3, and PE2 + PE3), as illustrated in
Figure 8b. The final scenario involved activating all three PEs, as depicted in
Figure 8c. For a better understanding, the voltage measured at each piezoelectric stack actuator was analyzed, which is directly measured at the positive and negative poles of the PEs (
Figure 6).
The static characteristics, particularly the potential for a higher stroke resolution of the piezoelectric actuator system, were analyzed using the PWM method. The width of the PWM control signal determines how long the PE remains activated. Since the PE requires a certain amount of time to reach full extension, low-width PWM signals can be used to achieve a partially extended PE, resulting in the partial displacement of the piezoelectric actuator system.
The dynamic characteristics include the step response of the piezoelectric actuator system. Theoretically, the piezoelectric stack actuator (PE) can be modeled as an RC electrical circuit, as presented in [
22] and shown schematically in
Figure 6. In this case, the charging curve represents the response of a first-order system. Additionally, since the piezoelectric actuator system operates as a mechanical system (a mass–spring–damper system), the step response can be characterized as a second-order system, as defined by Equation (9) [
23].
where
ms represents the effective mass of the moveable parts,
Fs denotes the induced (or generated) force,
bs is the damping coefficient of the system, and
ks represents the stiffness of the system.
The second-order system response is graphically shown in
Figure 9. The
x-axis represents time and the
y-axis denotes the amplitude, corresponding to the piezoelectric actuator system stroke (response). The transient response of a practical system often displays damped oscillations before reaching a steady state. The response curve is characterized by several key parameters, namely the rise time
tr (time taken to rise from 10% to 90% of the final value), the peak time
tp (time required for the response to reach the first peak of the overshoot), and the settling time
ts (time taken for the response to settle within its specified tolerance, which in our case is ±2%). The response also exhibits a typical peak overshoot
A, along with a steady-state error
e [
23].
In this paper, the step response time is defined by the rise time
tn, which corresponds to the piezoelectric actuator system stroke increasing from 10% to 90% of its amplitude value [
23]. Our aim is to achieve a step response for the piezoelectric actuator system without overshoot, stable conditions without oscillations, and a minimal steady-state error of less than 1 micron.