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Article history:
Received 28 April 2009
Received in revised form
18 September 2009
Accepted 15 November 2009
Available online 24 November 2009
Keywords:
Flappernozzle servo valve
Magnetostrictive actuator
Permanent magnet bias
Mechatronics
a b s t r a c t
Flappernozzle type Electro Hydraulic Servo Valve (EHSV) operated by conventional torque motor actuators has been used in wide range of industrial applications. As their bandwidths are limited, they are
not suitable for high-speed applications. The work presented in this paper deals with the mechatronic
approach for the design of a magnetostrictive actuator with exure amplier and a magnetically biased
magnetostrictive actuator for application in high frequency appernozzle servo valve. A magnetostrictive actuator has been designed, built and integrated into an existing appernozzle servo valve by
replacing the torque motor. Incorporating the dynamics of the magnetostrictive actuator, the dynamics
of the valve was simulated. Necessary parameters for the actuator have been arrived by nite element
model. No load ow characteristics are analyzed and compared with experimental values. Step response
has been compared with conventional valve. The results show that the valve has satisfactory static and
dynamic characteristics for applications in high-speed actuation systems.
2009 Elsevier B.V. All rights reserved.
1. Introduction
Hydraulic actuation systems are used in aerospace and industrial applications where high power density, high dynamic
performance, robustness and over load capability are desired. In
a hydraulic actuation system, the important element is the servo
valve, which is the interface between hydraulic device and electric device. The dynamic performance of hydraulic system depends
on the dynamic characteristics of servo valve. Conventional servo
valves are used in a variety of applications ranging from industrial
to aerospace, wherever accurate positioning requirement exists
within a frequency of 50100 Hz at 100% input signal for ow rate
of 10 l/min.
Typical two stage Electro Hydraulic Servo Valve (EHSV) is basically an electrically operated device, in which output ow is
proportional to input current. This consists of the rst stage electromagnetic torque motor with a appernozzle arrangement and
a bushing with sliding spool as second stage. Torque motor is used
to provide a force on the armature connected to a exure tube
and accordingly results in the movement of a apper between
two nozzles. Due to movement of the apper, there is a pressure
difference between the nozzleapper which is communicated
186
Nomenclature
an
as
Am
Ar
b
B
Beff
BI
Bm
Br
CH
Cq
Cqn
Cqo
d
dn
do
ds
dt
EH
fr
FB
G1
G2
H
Hr
Hg
Ho
Hc
Hm
i
J
Ja
Keff
Kf
Kfb
Kp
Kr
K3
Kt
lg
lm
lr
M
Meff
Mr
Ms
N
Pa Pb
Ps
Q
r
R
sH
S
T
v
W
Xnm
Xs
Z
s
r
T
187
Table 1
Properties of Terfenol-D [1214].
Sl. No.
Terfenol-D property
Value range
1
2
Nominal composition
Density
Mechanical properties
Compressive strength
Tensile strength
Youngs modulus EH
Youngs modulus EB
Sound speed
305880 MPa
2840 MPa
1075 GPa
3080 GPa
16401940 m/s
Thermal properties
Coefcient of thermal expansion
Specic heat coefcient
Thermal conductivity
12 ppm/ C
0.35 kJ/kg K @ 25 C
13.5 W/m K @ 25 C
Electrical properties
Resistivity
58 108 m
912
3.05.0
1.0 T
0.75
820 nm/A
3.020.0
5
6
magnetic eld. The solid-state phenomenon is a result of the rotation of small magnetic domains. Causing internal strain in the
material, these strains result in a positive expansion of the material in the direction of the magnetic eld. As the eld is increased,
more domains rotate and become aligned until magnetic saturation
is achieved. If the eld is reversed, the direction of the domains is
also reversed by the strain, still resulting in a positive expansion
in the eld direction. Since the magnetostrictive forces are molecular in origin, the mechanical response is very fast in a matter of
microseconds.
Terfenol-D, the highest strain room temperature magnetostrictive material known, is an alloy of Terbium, Dysprosium and Iron
Tbx Dy1x Fey stoichiometry is Tb0.3 Dy0.7 Fe1.95 and the composition
can be adjusted to meet device requirements such as temperature range [12]. In a Terfenol-D rod, a magnetic eld causes giant
magnetostriction, which is of the order of 10002000 ppm and is
large enough to apply the rod as an actuator. This movement at
the crystal structure provides proportional, positive and repeatable
expansions within microseconds.
Terfenol-D has the highest energy density. The continuous
cycling of Terfenol-D through temperature range has no residual
effect on its magnetostrictive performance, even if its curie temperature is exceeded. Typical strain amounts from Terfenol-D rods
are 0.001 per inch of exposed length in 500 Oe magnetic eld and
the properties of Terfenol-D are listed in Table 1.
High energy density allows Terfenol-D actuators to produce
higher forces than any other compact actuator. For high frequency
applications, Terfenol-D actuator possesses higher power density
than electromagnetic actuator [14].
188
2
Br Hm
+ Br Hm
Hc
(8)
(9)
(1)
H dl =
c
J n da
(2)
Results in
Hm lm + Hr lr = Ni
(3)
(4)
B
m
m
lm + 0
B
I
r
lr = 0 Ni
(5)
Also, ux in the air gaps will be equal to the ux through the permanent magnet wafers,
BI Ar = Bm Am
(6)
BI = 0 Hm
, Bm =
B
r
lm
lr
(7)
(10)
(11)
Br
r
+
0 (1 + r )(Ar /Am )
1 + r (Ar /Am )
H = H0 +
r
1 + r (Ar /Am )
Ni
lr
Ni
lr
(12)
(13)
(14)
Bm = dmj Tj + Tmn Hn
(15)
where i, j = 1 . . . 6; m, n = 1 . . . 3.
SH , d and T are the tensors of constant H, compliance, piezomagnetic constants and constant-T permeabilities, respectively.
They are called magneto-elastic coefcients.
Terfenol-D is used as a long rod, subjected to an excitation eld
parallel to rod axis. In this case simple theory of longitudinal mode
can be applied. Using this theory preliminary system is developed
and numerical modes are used to rene it.
S = sH T + dH
H
B = dT + H
(16)
(17)
189
Magnetically biased magnetostrictive actuator is a bidirectional actuator and it consists of the basic components
such as magnetostrictive rod, eld coil, prestress housing and
the samarium cobalt permanent magnet as cover for magnetic
biasing as shown in Fig. 2. The prestress housing provides prestress
by the compression of Belleville spring; the springs deect to
apply a load on the magnetostrictive rod. The pole piece holds the
Belleville spring in place to apply the counter force. The designed
dimensions of the magnetostrictive actuator with Terfenol-D rod
are diameter of 6 mm and length of 75 mm. The magnetic eld to
be applied for expected performance from the permanent magnet
bias is estimated as 30 kA/m. It derives to number of coil turns of
3300, resistance of 37 and current of 0.8 A.
fr =
where, Keff = Kr + Kp
1
2
FB = E H Ar
(18)
1
Keff
=
Meff
2
1
C H Meff
(19)
(20)
(21)
E H Ar
lr
(22)
CH =
sH lr
Ar
(24)
FB = Kr Lr 1
Kr
Kr + Kp
Sample calculation
(25)
(26)
190
Applied voltage = 30 V
Applied eld = 450 Oe
Strain at 6.9 MPa and 450 Oe,
= 900/2 = 450 ppm [23].
EH = 16.5 GPa (from Eq. (25))
Kr = 6.2 106 N/m
FB = 36 N
The blocked force of magnetically biased magnetostrictive actuator for different voltages is calculated. This blocked force values is
plotted against input voltage and shown in Fig. 15.
3.3. Modeling and simulation of magnetostrictive actuator
In this section, FE structural analysis of Flexure amplier used
for mechanically amplied magnetostrictive actuator has been
done. Electromagnetic analysis of permanent magnet biased magnetostrictive actuator is done using FEA package. The mathematical
modeling of the two magnetostrictive actuator congurations has
been done.
3.3.1. FE analysis of exure amplier frame
The theoretical estimation of displacement and force from Section 3.1.1 has been used as input for the analysis of the exure of
material aluminium alloy. This has been done by xing the frame at
one end and applying initial strain on the inner faces of the frame
where the actuator is placed. The initial strain of 14 m on each
inner face and force of 113 N each is applied. The element type used
for the analysis is 10 noded SOLID 187. From the analysis, displacement at free end of the frame is 76.7 m, blocked force at free end
is 36.8 N and natural frequency is 615 Hz. For mechanically amplied magnetostrictive actuator displacement gain (G1 ) is calculated
by the ratio of output to input displacement and a force coefcient
(G2 ) as the ratio of output to input force. From this analysis G1 ,
2.7 and G2 , 0.17 have been obtained. These values are used for the
simulation as an input.
3.3.2. Electromagnetic analysis
Magnetostrictive actuator assembly mainly consists of a
Terfenol-D rod, two pole pieces and a cover made of permanent
magnet (samarium cobalt for biasing). Electromagnetic analysis of
magnetically biased magnetostrictive actuator has been done using
ANSYS.
A cylindrical volume is created over the assembly indicating
the medium-air. The whole assembly looks like a magnetostrictive
actuator embedded in a volume of free space as shown in Fig. 6.
SOLID 96 (3-D Magnetic scalar Solid) represents all interior
regions of the model: saturable regions, permanent magnet regions,
and air (free space). SOURC36 is a primitive (consisting of predened geometries) used to supply current source data to magnetic
eld problems. The element represents a distribution of current in
a model employing a scalar potential formulation. The magnetic
eld intensity is calculated using the BiotSavart law with current
as input.
The model will have all of the following material regions: air
(free space), permeable materials, current-conducting regions, and
Fig. 6. Magnetostrictive actuator model embedded in the volume of air (free space).
permanent magnets. Each type of material region has certain specied material properties listed Table 2.
A coil is created around the Terfenol-D rod with number of turns
is 3300 and is excited by a current of 0.8 A. It is forward biased
and reverse biased by giving the current in positive and negative
polarity respectively.
The type of analysis performed is static magnetic analysis and
the method used in particular is the Difference Scalar Potential
(DSP) method. The DSP method is recommended only if the model
has singly connected iron regions.
Result: The bias magnetic eld strength by permanent magnet
is around 48 kA/m. With a forward current of 0.65 A it is around
68 kA/m as shown in Fig. 7 and with reverse current of 0.65 A it is
around 28 kA/m.
3.3.3. Mathematical modeling of magnetostrictive actuator
The Structure of the giant magnetostrictive micro-displacement
actuator shown in Fig. 2 has solenoid producing magnetic eld
which drives the giant magnetostrictive rod. A bolt supplies a preload for the system, while a permanent magnet supplies the bias
magnetic eld. A exible hinge changes the strain of giant magnetostrictive rod into output displacement.
The hysteretic nonlinearity is inherent to the magnetostrictive materials, thus required to be suitably modeled. The present
dynamic model accounts for the eddy current losses, stress and the
working frequency. It can be summarized as the following [24,25].
=
1
Meff s2 + Beff s + Kr
3Ar Es M 2
(27)
2Ms 2 lr
T
1
0
(28)
Table 2
Magnetic properties of actuator materials.
Component
Material
Coercive force
(A/m)
Terfenol-D
48% Nickel steel
Samarium cobalt
Air
12
10000
1.03
1
650000
191
Table 3
Simulation parameters of magnetostrictive actuator.
Parameter (units)
Mechanically amplied
Magnetically biased
i (A)
Af (m2 )
lr (m)
EH (GPa)
s (ppm)
r
M (A/m)
Ms (A/m)
R ()
V (V)
(kg/m3 )
Meff (kg)
Beff (N s/m)
Kr (N/m)
G1
0.82
28.27 106
0.035
22
1005
12
5.6 105
7.65 105
33
27
9250
25 103
5200
1.77 107
2.7
0.65
28.27 106
0.075
21
503
12
7 105
7.65 105
37
24
9250
10 103
561
5.3 106
0.5
192
Fig. 10. Schematic diagram of servo valve with magnetostrictive actuator (a)
mechanically amplied (b) magnetically biased.
The FEA of apperexure assembly which interfaces the magnetostrictive actuator and servo valve is required to be carried out
initially. Flapper with different stiffness has been used for two types
of magnetostrictive actuator since its resonance frequencies are different. The stiffness of apperexure assembly obtained from the
FE analysis is used as input parameter for the dynamic simulation
of servo valve with actuator. No load ow curve and time response
has been obtained for conventional servo valve and servo valve with
magnetostrictive actuator by simulation.
4.1. Finite element analysis of apper and exure sleeve assembly
Fig. 11 shows the solid and FE model of the apper and exure
sleeve assembly. The assembly consists of a apper, exure sleeve,
feedback wire and spool and its material properties are given in
Table 4.
A tetrahedral structural solid element is used for FE analysis. The
model is meshed freely with 50,853 meshed elements and 85,938
nodes. Static analysis is performed on the model to nd the stiffness
of the apper. The base of the exure sleeve is constrained in all
degrees of freedom as shown in Fig. 11. Force of 5 N is applied on
the apper face at a distance 9.9 mm from pivot point, where the
+ Kfb X(S)
where (Pa Pb ) =
Table 4
Flexure sleeve assembly material properties.
and Z =
Component/properties
Flexure sleeve
Material
Density (kg/m3 )
Youngs modulus (GPa)
Poissons ratio
Stainless steel
7800
210
0.27
Beryllium copper
8250
128
0.30
=
Cqn
Cqo
3s M 2
2Ms2
2
(29)
4ZPs
Xnm (1 + Z)2
dn
do
2 X
nm
do
(30)
2
(31)
(32)
As the major feedback element is the feedback spring in conjunction with spool displacement, a block diagram is constructed
193
Table 5
Simulation parameters for magnetostrictive actuator with servo valve and conventional servo valve.
Parameter (units)
i (A)
EH (GPa)
M (A/m)
Ms (A/m)
Meff (kg)
Beff (N s/m)
Kf (N/m)
Cqn , Cqo
Cqo
do (m)
dn (m)
Xnm (m)
Z
Ps (MPa)
ds (m)
W (m)
K3 (l/min/m)
Kfb (N/m)
G1
G2
Kt (Nm/A)
Ja (Ns-m/rad)
0.27
10
2.82 105
7.65 105
28 103
12294
1.43 105
0.65
0.8
0.18 103
0.25 103
30 106
0.566
21
4.5 103
4 103
30 103
5000
2.7
0.17
0.5
12
6.45 105
7.65 105
10 103
12328
2.4 105
0.65
0.8
0.18 103
0.25 103
30 106
0.566
21
4.5 103
4 103
30 103
10000
0.5
0.5
0.01
0.35
1.43 105
0.65
0.8
0.18 103
0.25 103
30 106
0.566
21
4.5 103
4 103
30 103
5000
2
4.18 107
as shown in Fig. 12. The parameters used for simulation, magnetization intensity (M) is calculated using Eq. (32). Force coefcient
(G2 ) for mechanically amplied actuator is obtained from Section
3.3.1 and for magnetically biased actuator is 0.5.
For a step input to the servo valve with magnetostrictive actuators the response ow rate is obtained by time domain simulation
carried out using MATLAB with the parameters given in Table 5. The
simulation for conventional servo valve with torque motor is also
carried out by using the parameters listed in Table 5 [3,27]. These
plots are as shown in Fig. 13.
Result: For the servo valve integrated with mechanically amplied actuator, ow of 8 l/min and time response of 0.68 ms are
obtained at 0.27 A input. Flow of 7.04 l/min and time response
0.45 ms are obtained at 0.5 A input to magnetically biased actuator
in simulation, as against the time response of 3.1 ms for conventional servo valve.
5. Experimental characterizations
In this section the characterization of both types of magnetostrictive actuators has been done for blocked force and
displacement. Resonance frequency of magnetically biased magnetostrictive actuator has been done using impedance analyzer. The
characterization of servo valve with magnetostrictive actuator has
been done for ow and time response to reach the nal value.
5.1. Force measurement
The test setup used for measuring the blocked force developed
by magnetostrictive actuator is shown in Fig. 14. The force was
measured in stalled condition using load cell of range 0980 N by
varying the input current to the magnetostrictive actuator coil by
Fig. 13. Step response of servo valve with magnetostrictive actuators and conventional servo valve.
Fig. 14. Test setup for measuring the blocked force (1. Magnetostrictive actuator,
2. Load cell (0980 N), 3. Fixture for blocking the actuator, 4. Force display unit, 5.
Power supply for input to actuator (5 A/30 V)).
194
Fig. 15. Characteristic plot of force versus current of magnetically biased magnetostrictive actuator.
Fig. 16. Characteristic plot of displacement versus current of magnetostrictive actuator without bias.
195
Fig. 21. No load ow curve for servo valve with mechanically amplied magnetostrictive actuator.
Fig. 20. (a) Photograph and (b) schematic diagram of testing of servo valve with
magnetostrictive actuator (1-Hydraulic source with instrumentation and control
for ow measurement using gear type ow meter, 2-Servo valve with magnetostrictive actuator, 3-Power supply for the actuator, 4-Signal amplier for input, 5-Data
recorder, 6-Computer for data acquisition and analysis, 7-Function generator).
Fig. 22. No load ow curve of servo valve with magnetically biased magnetostrictive
actuator.
196
response was evaluated using the same setup as shown in Fig. 20(a).
The ow characteristics were then recorded using data recorder
and analyzed in a computer and the curves were plotted. The valves
were commanded by a step voltage and then the ow was recorded
using data recorder. The recorded data was then analyzed in a
computer and the curves were plotted as shown in Figs. 2325
for conventional valve and valve with magnetostrictive actuator
respectively. The time required to reach the steady-state ow output by the ow meter for a step input signal for conventional
valve is 11.2 ms and for valve with magnetostrictive actuator with
mechanical amplier and magnetically biased are 7.8 ms and 9 ms
respectively. The time lag is due to the limitations of the ow meter
response used for measurement and the test setup. The measured
values are qualitative in nature to show the comparison of conventional and magnetostrictive servo valve. From the experimental
time delay response test it is found that the actuator with mechanical amplier is faster than the magnetically biased actuator. This
is due to the faster response of the mechanically amplied actuator at the region of the appernozzle distance of 30 m as shown
in Fig. 9. From this study, the valve with magnetostrictive actuator is marginally high response than conventional servo valve for
given design parameter. From this it can be inferred that by using
Fig. 24. Step response plot for valve with mechanically amplied magnetostrictive
actuator.
Fig. 25. Step response plot for valve with magnetically biased magnetostrictive
actuator.
Table 6
Comparison of two types of magnetostrictive actuator.
Parameters
Size (mm)
Mass (g)
Application
Input current (A)
Theoretical force (N)
Theoretical displacement (m)
Simulated time response of actuator (ms)
Experimental force (N)
Experimental force displacement (m)
75 43 24
150
Uni-directional
0.82
36.8
76.9
0.48
37.4
76.5
34 112
480
Bi-directional
0.65
30.4
30
0.22
32.6
31.1
Table 7
Comparison of conventional servo valve and servo valve with magnetostrictive actuator characteristics.
Parameters
Mechanically amplied
magnetostrictive actuator
Mechanically biased
magnetostrictive actuator
3.1
7.4 at 0.01 A
7.6 at 0.01 A
11.2
5
0.68
8.0 at 0.27 A
8.0 at 0.27 A
7.8
23.2
0.45
7.04 at 0.5 A
7.0 at 0.5 A
9
28.5
197
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Biographies
S. Karunanidhi received his B.Tech degree in Mechanical Engineering in 1985 and
M.Tech degree in Precision Engineering and Instrumentation from Indian Institute of
Technology Madras in 1995. Currently he is a Scientist working in Actuation systems
for Aerospace Applications at Research Centre Imarat, Hyderabad, India. He is a
Ph.D. Research Scholar at Department of Mechanical Engineering, Indian Institute
of Technology Madras, Chennai, India. His current research interest includes Micro
actuators, Mechatronics, MEMS, Precision Machining and Oil Hydraulics.
M. Singaperumal received his B.E. degree in Mechanical Engineering in 1966,
M.Tech degree in Machine Design in 1969 and Ph.D. in Fluid Power from Indian
Institute of Technology Madras in 1986. Currently he is a Professor in Precision Engineering and Instrumentation Laboratory, Department of Mechanical Engineer- ing,
and Dean Administration, at Indian Institute of Technology Madras, Chennai, India.
He has published more than one hundred papers in International Journals and Conferences and guided 12 Ph.D. and 15 MS scholars in the eld of Fluid Power, Oil
Hydraulics, Robotics and Mechatronics. His current research interest includes Networked Robotics, Robot Calibration, Mechatronics, MEMS,Micro Machining, and Oil
Hydraulics.