Control of Mechatronic Systems

Control of Mechatronic Systems
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A practical methodology for designing integrated automation control for systems and processes Implementing digital control within mechanical-electronic (mechatronic) systems is essential to respond to the growing demand for high-efficiency machines and processes. In practice, the most efficient digital control often integrates time-driven and event-driven characteristics within a single control scheme. However, most of the current engineering literature on the design of digital control systems presents discrete-time systems and discrete-event systems separately.  Control Of Mechatronic Systems: Model-Driven Design And Implementation Guidelines  unites the two systems, revisiting the concept of automated control by presenting a unique practical methodology for whole-system integration. With its innovative hybrid approach to the modeling, analysis, and design of control systems, this text provides material for mechatronic engineering and process automation courses, as well as for self-study across engineering disciplines. Real-life design problems and automation case studies help readers transfer theory to practice, whether they are building single machines or large-scale industrial systems.  Presents a novel approach to the integration of discrete-time and discrete-event systems within mechatronic systems and industrial processes Offers user-friendly self-study units, with worked examples and numerous real-world exercises in each chapter Covers a range of engineering disciplines and applies to small- and large-scale systems, for broad appeal in research and practice Provides a firm theoretical foundation allowing readers to comprehend the underlying technologies of mechatronic systems and processes  Control Of Mechatronic Systems  is an important text for advanced students and professionals of all levels engaged in a broad range of engineering disciplines.

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Patrick O. J. Kaltjob. Control of Mechatronic Systems

Table of Contents

List of Tables

List of Illustrations

Guide

Pages

Control of Mechatronic Systems. Model-Driven Design and Implementation Guidelines

Preface

Acknowledgment

About the Companion Website

1 Introduction to the Control of Mechatronic Systems. 1.1 Introduction

1.2 Description of Mechatronic Systems

Example 1.1

Example 1.2

1.3 Generic Controlled Mechatronic System and Instrumentation Components

1.3.1 The Data Processing and Computing Unit

1.3.2 Data Acquisition and Transmission Units

1.3.3 Electrically-driven Actuating Units

1.3.4 Measuring and Detecting Units

1.3.5 Signal Conditioning Units

1.4 Functions and Examples of Controlled Mechatronic Systems and Processes

Example 1.3

Example 1.4

Example 1.5

Example 1.6

1.5 Controller Design Integration Steps and Implementation Strategies

Exercises and Problems

Bibliography

2 Physics-Based Systems and Processes: Dynamics Modeling. 2.1 Introduction

2.2 Generic Dynamic Modeling Methodology

2.3 Transportation Systems and Processes. 2.3.1 Sea Gantry Crane Handling Process

2.3.1.1 Model 1

2.3.1.2 Model 2

2.3.2 Vertical Elevator System

2.3.3 Hybrid Vehicle Powertrain with Parallel Configuration

2.3.3.1 Motor Driving and Regenerating Model

2.3.3.2 Vehicle Gear Box Model

2.3.3.3 Brake System Model

2.3.4 Driverless Vehicle Longitudinal Dynamics

2.3.5 Automated Segway Transportation Systems

2.4 Biomedical Systems and Processes. 2.4.1 Infant Incubator

2.4.2 Blood Glucose-Insulin Metabolism

2.5 Fluidic and Thermal Systems and Processes. 2.5.1 Mixing Tank

2.5.2 Purified Water Distribution Process

2.5.3 Conveyor Cake Oven

2.5.4 Poultry Scalding and Defeathering Thermal Process

2.6 Chemical Processes. 2.6.1 Crude Oil Distillation Petrochemical Process

2.6.2 Lager Beer Fermentation Tank

2.7 Production Systems and Processes. 2.7.1 Single Axis Drilling System

2.7.2 Cement-Based Pozzolana Portal Scraper

2.7.3 Variable Pitch Wind Turbine Generator System

Exercises and Problems

Bibliography

3 Discrete-Time Modeling and Conversion Methods. 3.1 Introduction

3.2 Digital Signal Processing Preliminaries. 3.2.1 Digital Signal Characterization

Example 3.1

3.2.2 Difference Equation: Discrete-Time Signal Characterization Using Approximation Methods

3.2.2.1 Numerical Approximation Using Forward Difference

3.2.2.2 Numerical Equivalence Using Backward Difference

3.2.2.3 Numerical Equivalence Using Bilinear Transform

Example 3.2 Discretization of a Nonlinear Model

Example 3.3 Comparison of Discrete Equivalences

Example 3.4

Example 3.5

Example 3.6

A Discrete-Time Approximation Method using Zero-Pole Matching Equivalence

3.2.3 Z-Transform and Inverse Z-Transform: Theorems and Properties

Example 3.7

3.2.4 Procedure for Discrete-Time Approximation of the Continuous Process Model

3.2.4.1 Z-Transfer Functions and Block Diagram Manipulation

Example 3.8

Example 3.9

3.2.5 Conversion and Reconstruction of the Continuous Signal: Sampling and Hold Device. 3.2.5.1 Sampler and Hold-Based Process Model

Zero-Order Hold (ZOH)

Example 3.10 Third-Order Process with ZOH

Triangle Hold Equivalent

Time Delay Associated with Hold Equipment

3.2.5.2 Construction Methods of a Continuous Signal from a Data Sequence

Signal Reconstruction Using Linear Interpolation

Signal Construction Using Cubic (Third-Order) Polynomials

Signal Construction Using Three Spline Functions

Example 3.11

Example 3.12 Process Command Data Sequence Interpolation

3.3 Signal Conditioning

Example 3.13

3.4 Signal Conversion Technology

3.4.1 Digital-to-Analog Conversion

Example 3.14

3.4.2 Analog-to-Digital Conversion

Example 3.15

Example 3.16

Example 3.17

Example 3.18

3.5 Data Logging and Processing. 3.5.1 Computer Bus Structure and Applications

Example 3.19

Example 3.20

3.6 Computer Interface and Data Sampling Issues

Example 3.21

Example 3.22 Multiple Sampling Rates

3.6.1 Signal Conversion Time Delay Effects

3.6.1.1 Nyquist Sampling Theorem and Shannon's Interpolation Formula

Oversampling Case

Undersampling (Below the Nyquist Rate)

3.6.2 Estimation of the Minimum Sampling Rate to Be Selected

3.6.2.1 Remarks on Sample Periods

Example 3.23

Exercises and Problems

Bibliography

4 Discrete-Time Analysis Methods. 4.1 Introduction

4.2 Analysis Tools of Discrete-Time Systems and Processes. 4.2.1 Discrete Pole and Zero Location

Example 4.1 Applying the Magnitude and Angle Condition for Root Locus Sketching

Example 4.2

4.2.2 Discrete Frequency Analysis Tools: Fourier Series and Transform (DFT, DTFT, and FFT)

4.2.2.1 Discrete System Frequency Response

4.2.2.2 Sketching Procedure for the Frequency Response of a Discrete System

4.2.2.3 Properties of a Frequency Response

Example 4.3 Bode Plot Diagram for Discrete-Time Systems

4.3 Discrete-Time Controller Specifications

4.3.1 Time Domain Specifications

4.3.2 Frequency Response Specifications

4.4 Discrete-Time Steady-State Error Analysis

4.5 Stability Test for Discrete-Time Systems

4.5.1 Bound-Input Bound-Output (BIBO) Stability Definition

4.5.2 Zero-Input Stability Definition

4.5.3 Bilinear Transformation and the Routh–Hurwitz Criterion

Example 4.4

4.5.4 Jury–Marden Stability Test

4.5.5 Frequency-Based Stability Analysis

4.6 Performance Indices and System Dynamical Analysis

Exercises and Problems

Bibliography

5 Continuous Digital Controller Design. 5.1 Introduction

5.2 Design of Control Algorithms for Continuous Systems and Processes

5.2.1 Direct Design Controller Algorithms

Example 5.1 Deadbeat Controller Design

5.2.2 Discrete PID Controller Algorithms

5.2.2.1 Proportional Control Algorithm

5.2.2.2 Derivative Control Algorithm

5.2.2.3 Integral Control Algorithm

5.2.2.4 PI Control Algorithm

5.2.2.5 PD Control Algorithm

5.2.2.6 Classical PID Controller Algorithm

5.2.2.7 Properties of and Some Remarks on PID Controller Algorithms

5.2.3 PID Controller Gains Design Using a Frequency Response Technique

5.2.3.1 Design Procedure for PID Controller Design

PID Discrete Compensator Design Method

Discrete PI Controller Design (θ<0)

Discrete PD Controller Design (θ>0)

Exact Solution for Discrete PID Controller Design

Example 5.2 PI Controller Design Using a Frequency Response Method

Example 5.3

Remarks on Higher-Order Systems

Example 5.4 PD Controller Design

Example 5.5 Deadbeat and PI Controller System

Example 5.6 PID Controller Design Using Frequency Response

5.2.4 PID Controller Gains Design Using a Root Locus Technique

5.2.4.1 Design Procedures

Lead or Lag Continuous-Based Controller Design Approach

Lead or Lag Discrete Controller Design Approach

Example 5.7 Controller Design Using Root Locus

Design Procedures for Lead-Lag Compensation

Remarks on Compensation Controller Properties

Common Guidelines for PID Family Control Loops

5.2.5 Feedforward Control Methods

5.2.5.1 Command Input Feedforward Control Algorithm

Example 5.8

Example 5.9

5.2.5.2 Disturbance Feedforward Control Algorithm

5.3 Modern Control Topologies

5.3.1 State Feedback PID Control Algorithms

Cascade Controller Design Procedure

Example 5.10 Cross-Coupled Discrete-Time Model of a DC Motor

Example 5.11 Cascade Control and State Control of a DC Motor Using Only Position Feedback

Example 5.12 State-Variable DC Motor Motion Controller Design with Separated Poles

Example 5.13 Controlled DC Motor Using Estimated State Feedback Control

5.3.2 MPC Algorithms

Example 5.14 Blood Glucose Control of Diabetes Type 1 Patient

5.3.3 Open-Loop Position Control Using Stepping Motors

Example 5.15

5.4 Induction Motor Controller Design

5.4.1 Scalar Control (V/f Control)

5.4.1.1 Open-Loop Scalar Control

5.4.1.2 Closed-Loop Scalar Control (Slip Control)

5.4.2 Vector Control

5.4.2.1 Direct Torque Control

5.4.2.2 Speed Control of AC Motors

5.4.2.3 Speed Control of DC Motors

Armature Voltage Control, Va(t)

Field Control (φ)

Armature Resistance Control (Ra)

Exercises and Problems

Bibliography

6 Boolean-Based Modeling and Logic Controller Design. 6.1 Introduction

6.2 Generic Boolean-Based Modeling Methodology

6.2.1 System Operation Description and Functional Analysis

6.2.2 Combinatorial and Sequential Logic Systems

6.2.2.1 Combinational Modeling Tools: Truth Table, SOP, Product of Sums (POS), K-Maps

6.2.2.2 Sequential Modeling Tools: Sequence Table, Switching Theory, and State Diagram

Example 6.1

Example 6.2

Example 6.3

6.3 Production Systems. 6.3.1 Portico Scratcher

6.4 Biomedical Systems. 6.4.1 Robot-Assisted Surgery

6.4.2 Laser Surgery Devices

6.5 Transportation Systems. 6.5.1 Elevator Motion Systems

6.5.2 Fruit-Picker Arm

6.5.3 Driverless Car

6.6 Fail-Safe Design and Interlock Issues

6.6.1 Logic Control Validation (Commissioning)

Exercises and Problems

Bibliography

7 Hybrid Controller Design. 7.1 Introduction

7.2 Requirements for Monitoring and Control of Hybrid Systems

7.2.1 Requirements for Hybrid Control System Design

7.2.2 Requirements for Operations Monitoring System Design

7.2.3 Process Interlock Design Requirements

7.3 Design Methodology for Monitoring and Control Systems

7.4 Examples of Hybrid Control and Case Studies

7.4.1 Elevator Motion System

7.4.2 Bottle-Cleaning Process

7.4.3 Cement-Drying Process

Exercises and Problems

Bibliography

8 Mechatronics Instrumentation: Actuators and Sensors. 8.1 Introduction

8.2 Actuators in Mechatronics

8.3 Electromechanical Actuating Systems

8.3.1 Solenoids

8.3.2 Digital Binary Actuators

Example 8.1

8.3.3 DC Motors

8.3.4 AC Motors

8.3.5 Stepping Motors

8.3.6 Transmission Mechanical Variables

8.4 Electro-Fluidic Actuating Systems

8.4.1 Electric Motorized Pumps

8.4.2 Electric-Driven Cylinders

8.4.3 Electrovalves

8.5 Electrothermal Actuating Systems

8.6 Sensors in Mechatronics

8.6.1 Measurement Instruments

8.6.1.1 Relative Position (Distance)

8.6.1.2 Angular Position Measurement Using an Encoder and a Resolver

8.6.1.3 Velocity Measurement

8.6.1.4 Acceleration Measurement

8.6.1.5 Force Measurement

8.6.1.6 Torque Measurement

8.6.1.7 Flow Measurement

8.6.1.8 Pressure Measurement

8.6.1.9 Liquid-Level Measurement

Example 8.2

8.6.1.10 Radio Frequency-Based Level Measurement

8.6.1.11 Smart and Nano Sensors

8.6.2 Detection Instruments

8.6.2.1 Electromechanical Limit Switches

8.6.2.2 Photoelectric Sensors

8.6.2.3 RFID-Based Tracking and Detection

8.6.2.4 Binary Devices: Pressure Switches and Vacuum Switches

Exercises and Problems

Bibliography

A Stochastic Modeling

A.1 Discrete Process Model State-Space Form

A.2 Auto-Regressive Model with an eXogenous Input: ARX Model Structure

A.3 The Auto-Regressive Model – AR Model Structure

A.4 The Moving Average Model – MA Model Structure

A.5 The Auto-Regressive Moving Average Model – ARMA Model Structure

A.6 The Auto-Regressive Moving Average with eXogenous Input Model – ARMAX Model Structure

A.7 Selection of Model Order and Delay

A.8 Parameter Estimation Methods

A.9 LS Estimation Methods

A.10 RLS Estimation Methods

A.11 Model Validation

A.12 Prediction Error Analysis Methods

A.13 Estimation of Confidence Intervals for Parameters

A.14 Checking for I/O Consistency for Different Models

B Step Response Modeling

C Z-Transform Tables

D Boolean Algebra, Bus Drivers, and Logic Gates

D.1 Some Logic Gates, Flip-Flops, and Drivers

D.2 Other Logic Devices: Drivers and Bus Drivers

D.3 Gated Latch

D.4 D-Type (Delay-Flip-Flop)

D.5 Register or Buffer

D.6 Adder

E Solid-State Devices and Power Electronics

E.1 Power Diodes

E.2 Diode–Transistor Logic (DTL)

E.3 Power Transistors

E.4 Resistor–Transistor Logic (RTL)

E.5 Transistor–Transistor Logic (TTL)

E.6 Metal Oxide Semiconductor FET (MOSFET)

E.7 Thyristors

Index

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Vice President and Editorial Director: Amanda L. Miller

Acquisitions Editors: Eric Willner and Anne Hunt

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Mechatronic systems and processes have built-in intelligence through either their advanced information processing systems such as multifunctional control systems or intelligent electromechanical systems (including thermal, fluid, and mechanical processes) such as power-efficient multi-axis actuation with motion precision and detection features or miniaturized smart devices with embedded information processing capabilities. The resulting controlled mechatronic systems and processes aim to achieve various objectives: synchronize, control and sequence process operations, or detect and monitor process status.

Table 1.1 presents some typical process control objectives and their corresponding control functions along with some illustrative examples.

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