Академический Документы
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Mikael Axin
LIU-TEK-LIC-2013:29
Division of Fluid and Mechatronic Systems
Department of Management and Engineering
Linkping University, SE581 83 Linkping, Sweden
Linkping 2013
ISBN 978-91-7519-600-8
ISSN 0280-7971
LIU-TEK-LIC-2013:29
c 2013 by Mikael Axin
Copyright
Department of Management and Engineering
Linkping University
SE-581 83 Linkping, Sweden
To Jennie
Abstract
This thesis studies an innovative working hydraulic system design for
mobile applications. The purpose is to improve the energy eciency and
the dynamic characteristics compared to load sensing systems without
increasing the complexity or adding additional components.
The system analysed in this thesis is referred to as ow control. The
fundamental dierence compared to load sensing systems is that the
pump is controlled based on the operators command signals rather than
feedback signals from the loads. This control approach enables higher
energy eciency since the pressure dierence between pump and load is
given by the system resistance rather than a prescribed pump pressure
margin. High power savings are possible especially at medium ow rates.
Furthermore, load sensing systems suer from poor dynamic characteristics since the pump is operated in a closed loop control mode. This
might result in an oscillatory behaviour. Flow control systems have no
stability issues attached to the load pressure feedback since there is none.
Pressure compensators are key components in ow control systems.
This thesis addresses the ow matching problem which occurs when
using conventional compensators in combination with a ow controlled
pump. Flow sharing pressure compensators solve this problem since the
pump ow will be distributed between all active functions. A novel control approach where the directional valve is controlled without aecting
the cylinder velocity with the objective of optimizing the damping is
proposed.
In this research, both theoretical studies and practical implementations demonstrate the capability of ow control systems. Experiments
show a reduced pump pressure margin and energy saving possibilities in
a short loading cycle for a wheel loader application.
ii
Acknowledgements
The work presented in this thesis has been carried out at the Division
of Fluid and Mechatronic Systems (Flumes) at Linkping University.
There are several people who have made this thesis possible and to
whom I would like to express my gratitude.
First of all I would like to thank my supervisor, Prof. Petter Krus, for
his support, supervision and valuable inputs to my work. I am also very
grateful to Prof. Jan-Ove Palmberg, former head of division. Thank
you for giving me the opportunity to be a part of this division. I would
like to give special thanks to Dr. Bjrn Eriksson for his great support in
my work. I would also like to thank all my other colleagues for making
the university a fun place to work at.
Thanks go to Parker Hannin AB for their nancial involvement and
their help with hardware and other resources.
Most of all, I would like to thank my family and friends for always
being there for me. My greatest gratitude goes to you Jennie, my wonderful love, for sharing life with me.
Mikael Axin
iii
iv
Papers
The following three appended papers are arranged in chronological order
of publication and will be referred to by their Roman numerals. All
papers are printed in their originally published state with the exception
of minor errata and changes in text and gure layout in order to maintain
consistency throughout the thesis.
In papers [I], [II] and [III], the rst author is the main author, responsible for the work presented, with additional support from the co-writers.
A short summary of each paper can be found in chapter 8.
[I] M. Axin, B. Eriksson, and J.-O. Palmberg. Energy Ecient Load
Adapting System Without Load Sensing - Design and Evaluation. In: The 11th Scandinavian International Conference on
Fluid Power (SICFP09). Linkping, Sweden, June 2009.
[II] M. Axin, B. Eriksson, J.-O. Palmberg, and P. Krus. Dynamic
Analysis of Single Pump, Flow Controlled Mobile Systems. In:
The Twelfth Scandinavian International Conference on Fluid
Power (SICFP11). Vol. 2. Tampere, Finland, May 2011, pp. 223
238.
[III] M. Axin, J.-O. Palmberg, and P. Krus. Optimized Damping in
Cylinder Drives Using the Meter-out Orice - Design and Experimental Verication. In: 8th International Fluid Power Conference (IFK). Vol. 1. Dresden, Germany, Mar. 2012, pp. 579591.
vi
Contents
1 Introduction
1.1 Motivation and Needs
1.2 Aims . . . . . . . . . .
1.3 Delimitations . . . . .
1.4 Contribution . . . . .
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21
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vii
4 Dynamic Analysis
4.1 Mathematical Model . . . . . . . . . . . . . . .
4.2 Pump Stability . . . . . . . . . . . . . . . . . .
4.2.1 Load Sensing Systems . . . . . . . . . .
4.2.2 Flow Control Systems . . . . . . . . . .
4.3 Damping . . . . . . . . . . . . . . . . . . . . .
4.3.1 Active Control of the Inlet Orice . . .
4.3.2 Design and Control of the Outlet Orice
5 Experimental Results
5.1 Energy Eciency Improvements
5.1.1 Hardware Requirements .
5.1.2 A Demonstrator System .
5.2 Improved Damping . . . . . . . .
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49
7 Outlook
51
8 Review of Papers
53
Appended papers
I
61
II
85
III
viii
109
Nomenclature
The quantities used in this thesis are listed in the table. Capital letters
are used for linearized and Laplace transformed variables.
Quantity
Description
Unity
Ac
Ac1
Ac2
As
Bp
Cq
Fs
Kca
Kcaopt
Kcb
Kcbopt
Lp
mL
Pa
Pamax
Pb
pL
pLmax
Pp
pr
ps
Qa
Qb
qL
Cylinder area
Compensator area exposed to control pressure
Compensator area exposed to control pressure
Directional valve opening area
Viscous friction coecient
Flow coecient
Compensator spring stiness
Flow-pressure coecient for the inlet orice
Kca which gives the highest damping
Flow-pressure coecient for the outlet orice
Kcb which gives the highest damping
Pump inductance
Load mass
Pressure on the piston side of the cylinder
Maximum pressure on the piston side
Pressure on the piston rod side of the cylinder
Load pressure
Maximum load pressure
Pump pressure
Reduced pressure
Supply pressure
Flow into the cylinder
Flow out of the cylinder
Load ow
m2
m2
m2
m2
Ns/m
N
m3 /Pa s
m3 /Pa s
m3 /Pa s
m3 /Pa s
Pa s2 /m3
kg
Pa
Pa
Pa
Pa
Pa
Pa
Pa
Pa
m3 /s
m3 /s
m3 /s
ix
Qp
Qpref
s
U
Va
Vb
Vp
Xp
e
i
o
hmax
pp
Pp
Ppref
Go
GpF C
GpLS
G va
Gvea
G vb
Hs
ZL
Pump ow
Pump ow demand
Laplace variable
Mechanical gear ratio
Volume at the piston side of the cylinder
Volume at the piston rod side of the cylinder
Pump hose volume
Piston position
Bulk modulus
Parameter for the inlet orice
Parameter for the outlet orice
Maximum damping
Pump pressure margin
Pump pressure margin
Pump pressure margin demand
Cylinder area ratio
Density
Open loop transfer function
Pump transfer function
Pump transfer function
Inlet valve transfer function
Inlet valve transfer function
Outlet valve transfer function
Pump hose transfer function
Load transfer function
m3 /s
m3 /s
1/s
m3
m3
m3
m
Pa
Pa
Pa
Pa
kg/m3
1
Introduction
Fluid power systems are used in a wide range of applications, mobile as
well as industrial. In mobile machinery, such as construction, forestry
and agricultural machines, uid power is used for both propulsion systems and working hydraulics. An example of working hydraulics is the
system controlling the bucket motion of an excavator. This thesis covers
the area of working hydraulics in mobile machinery. An innovative system design is presented and discussed in relation to both existing and
not yet commercially available mobile hydraulic systems.
1.1
There are several dierent reasons for preferring uid power systems
to other technologies. Fluid power components have a superior power
density compared to other technologies, for example electrical components [1]. Furthermore, uid power systems have the ability to handle
force impacts, which makes it more robust than for example mechanical
transmissions. Fluid power components are generally available at lower
cost compared to other technologies, especially for high power applications [1]. Another property of uid power systems is their good heat
transfer capability.
Fluid power systems also present some challenges. The most important one concerns their energy eciency [2] [3]. Much progress has been
made in making the individual components more ecient [4] [5]. However, each component has its own optimum working condition, which
often leads to poor overall system eciency [5].
When improving energy eciency in uid power systems, the trend
1
is to use additional components and more sophisticated control algorithms [2] [6]. Meanwhile, less attention has been paid to the dynamic
properties. A hydraulic system with poor dynamic properties has a tendency to oscillate, which has a negative impact on both the productivity
of the application and the comfort of the operator.
1.2
Aims
The purpose of this thesis is to investigate and analyse how the energy
eciency and the dynamic characteristics of the working hydraulics in
mobile machinery can be improved. Dierent valve concepts are studied.
The hypothesis is that there exist valve controlled systems which improve the energy eciency and the dynamic properties compared to load
sensing systems, without increasing the complexity or adding additional
components. The solutions presented in this thesis are demonstrated
through both simulation and experiments.
1.3
Delimitations
1.4
Contribution
2
Mobile Working
Hydraulic Systems
Mobile hydraulic applications distinguish themselves from other hydraulic applications, such as industrial hydraulics, because the pressure
and ow demand varies greatly over time and between dierent functions. Unlike other hydraulic applications, several functions are often
supplied by one single pump. This means that the total installed power
on the actuator side is generally considerably higher than the installed
pump power. This is possible because the actuators almost never require
their maximum power at the same time.
Fluid power systems have successfully been used in mobile machines
for several decades. Because of the machines versatility, dierent hydraulic systems have been developed for dierent applications. Important properties for hydraulic systems are energy eciency, dynamic characteristics and complexity. However, the order of these properties varies
for dierent applications. The following sections give an overview of
the most commonly used working hydraulic systems of today. It also
presents some interesting system designs that have not yet been commercialized but are attracting considerable attention both in industry as
well as academia. Energy eciency, dynamic characteristics and system
complexity are discussed and compared.
3
2.1
2.1.1
Open-centre
pressure
useful
power
wasted power
ow
(a) Simplied schematic of an
open-centre system.
Figure 2.1
When a valve is shifted from its centre position, the open-centre channel begins to close and the pump pressure increases. Simultaneously,
the pump port is connected to either of the load ports, depending on
the direction of spool movement, while the other load port is connected
to tank. When the pump ow is restricted so that the pump pressure
is higher than the load pressure, the check valve opens and there will
be a ow to the load. The rate of this ow is thus not only dependent
on spool displacement, but also on load pressure. This is called load
dependency.
If several valves are activated simultaneously, the ow to each actuator will not only be dependent on its own load, but also on other
activated loads. This means that the pressure level at one load can
heavily inuence the speed of another actuator, a phenomenon called
load interaction.
Another disadvantage of open-centre systems is that the ow is load
dependent. For heavy loads, the major part of the lever stroke is used to
restrict the pump ow in order to obtain a high pump pressure. Only a
minor part of the stroke is then left for controlling the speed. This might
be a serious problem if a heavy load is be positioned with accuracy, as
is often the case for instance with mobile cranes.
The fact that the ow is load dependent is from a dynamic point of
view actually an advantage. It gives the system a naturally high damping, which means that the system is less prone to oscillations. To obtain
damping from a valve, the ow has to increase when the pressure drop
across the valve increases and vice versa. Damping is a preferred property when handling large inertia loads, for example the swing function
of a mobile crane.
The most important disadvantage of open-centre systems is that it
may have poor energy eciency. High energy losses accur when lifting
heavy loads slowly; the pump pressure needs to be high but only a minor
part of the ow is directed to the load, see gure 2.1b. Most of the ow
is then directed through the open-centre channel to the tank with a high
pressure drop, resulting in high energy losses.
To summarize, open-centre systems have the following advantages and
disadvantages:
Advantages The system is simple and robust. It has high damping,
which makes it suitable for heavy mobile applications.
Disadvantages Poor overall eciency and interaction between simul5
taneously operated loads. The actuator velocity does not correspond to a specic lever displacement but is also a function of the
load pressure.
2.1.2
Constant Pressure
pressure
wasted power
load demand
useful power
ow
(a) Simplied schematic of a
constant pressure system.
Figure 2.2
systems as far as interaction between actuators is concerned. This is because there is no dependency between the load pressure and the pump
pressure. From a dynamic point of view, constant pressure systems have
similar characteristics to open-centre systems due to their load dependency. The damping is therefore high.
Regarding energy eciency, constant pressure systems are a good
choice if the present loads tend to be constant. The pump pressure
is then matched against the mentioned constant load. However, if the
load situation alters, high losses might occur. This is especially true
when raising a light load with a high velocity, see gure 2.2b. The main
part of the entire pressure drop then occurs across the directional valve
and only a minor part is used to lift the load. The major fraction of the
total power is therefore spent in heating the oil. Consequently, these systems not only have large energy losses but also often need extra energy
to cool the oil.
Advantages No interaction between simultaneously operated loads and
a high damping.
Disadvantages Poor eciency for light loads and the actuator velocity
does not correspond to a specic lever displacement but is also a
function of the load pressure.
2.1.3
Load Sensing
Load sensing systems use a variable displacement pump and closed centre valves, similar to constant pressure systems. However, the pump controller is designed in a dierent way. Instead of maintaining a constant
pressure, the pump pressure is continuously adapted according to the
highest load, see gure 2.3. Another load sensing system design would
be to use a xed displacement pump and a pressure relief valve, adapting its cracking pressure according to the highest load. That solution,
however, is not discussed in this thesis because of its lower eciency.
An early review of load sensing systems was made by Andersson in [7].
When all directional valves are closed, the pump is de-stroked, maintaining a low system pressure. When a valve is shifted from neutral
position, the pump controller senses the load and increases its pressure,
thereby allowing a ow to the actuator. Since the pump pressure continuously adapts to the load, a specic lever displacement results in a
certain ow, independent of the load pressure.
7
Figure 2.3
pressure
system operation
point
wasted power
useful power
load 1
useful power
load 2
ow
Figure 2.4
2.1.4
Individual Metering
A step forward from load sensing systems using conventional spool valves
is to decouple the inlet and outlet orices in the valve, see gure 2.5.
Numerous congurations for individual metering systems have been developed, both in academia as well as in industry [8]. These concepts
provide a higher degree of freedom as all four orices are separated
9
Figure 2.5
No power is then needed from the system pump. The return oil is
fed to tank.
Recuperative operation This mode is similar to energy neutral operation. However, instead of feeding the return oil to tank, it is
directed into the pump line. The cylinder thus works as a pump
and can be used to drive other loads or operate the system pump
as a motor.
system operation point
pressure
wasted power
useful power
load 1
useful power
load 2
ow
Figure 2.6
It is possible to reduce the losses when using the regenerative operation mode in individual metering systems.
11
Figure 2.7
12
2.2
Valveless Systems
pressure
useful power
load 1
useful power
load 2
ow
Figure 2.8
2.2.1
Figure 2.9
Advantages High eciency, even when several loads are operated simultaneously. Possibility to recuperate energy from the loads.
Disadvantages The number of hydraulic machines is increased, which
means more required space and a higher cost. Low damping since
the ow is load independent.
2.2.2
Instead of using one pump to supply all actuators, each actuator has a
dedicated pump in pump controlled actuator systems. To control the
14
speed, the pump displacement setting is used as the nal control element.
All losses are thereby ideally eliminated. In reality, the losses are heavily
dependent on the eciency of the system pumps. Pump controlled actuator systems can principally be dierentiated into two dierent circuit
layouts, either with the pump arranged in a closed circuit [15] [16] or in
an open circuit [17], see gure 2.10.
Since all actuators have their own dedicated pump, each has to be
sized to handle maximum speed. A typical example of a dimensioning
motion is the lowering bucket motion in a wheel loader. The lowering
ow can be several times higher than the maximum pump ow in a
similar valve controlled system. The dierence is that all ow has to be
handled by the pump in pump controlled actuator systems. In single
pump systems, the pump can also be downsized since not every load
is actuated at full speed simultaneously very often. For these reasons,
the total installed displacement tends to be high in pump controlled
actuator systems.
Figure 2.10
Simplied schematic of a pump controlled actuator system. It can be realized in both closed- and open circuit.
Advantages High eciency, even when several loads are operated simultaneously.
Disadvantages One hydraulic machine for each actuator, which means
more required space and a higher cost. Low damping since the ow
is load independent.
2.2.3
The main component in electro hydraulic actuator systems, often referred to as eha, is a xed displacement bidirectional hydraulic pump.
15
Figure 2.11
Simplied schematic of an electro hydraulic actuator system. An electric motor is controlling the rotational speed of a xed bidirectional pump.
In eha systems, there are no metering losses and the pump only operates when control action is needed. One disadvantage of using a speed
controlled xed displacement pump is that the volumetric eciency is often compromised at low pump speeds. However, the overall eciency in
eha systems is still higher than in, for example, pump controlled actuator systems due to the pumps low eciency at small displacements [19].
The eha technology has become well-established in the aerospace industry due to its eciency and compactness.
Advantages High energy eciency and does not require a variable
pump.
Disadvantages Requires one hydraulic machine and an electric motor
for each actuator. Low damping since the ow is load independent.
16
2.3
System Summary
The systems described in this chapter are all used in dierent applications. Open-centre and constant pressure systems can be considered
rather simple and often inecient system layouts. In such systems, the
component costs themselves are often important and eciency might be
of less importance. Load sensing systems are often a good compromise
between eciency and complexity, but suer from poor dynamic characteristics due to their closed loop pressure control. More details regarding
the dynamics of load sensing systems can be found in chapter 4.
When more than one load is actuated, often only the heaviest load
can be operated eciently in single pump systems. This issue is solved
in valveless systems. When all loads have their own dedicated pump,
the pressure can always be matched against the present load. It can
be realized with transformers, pump controlled actuators or eha, where
eha is the most ecient solution. However, one has to bear in mind that
valveless systems might require several valves to handle, for example,
asymmetrical cylinder actuation and safety requirements [17] [19].
This thesis proposes a system design that can be placed somewhere
between load sensing and pump controlled actuators, see gure 2.12. It
is called ow control system. It is similar to pump controlled actuators
because the pump displacement setting is used to control the speed of
the actuators. However, only one system pump is needed and it uses
similar valves to load sensing systems. A complete description of ow
control systems is given in the following chapters.
17
Energy eciency
and performance
eha
Hydraulic transformers
Independent metering
Pump controlled actuators
Flow control
Traditional
hydraulics
Load sensing
Constant pressure
Open-centre
Present
Intelligent
hydraulics
Complexity
18
3
The Flow Control
Concept
In mobile hydraulic systems, the actuation of dierent loads is controlled
by joystick signals. These signals pose either a ow or pressure demand
from the operator. In applications where velocity control is important,
the signals from the operator often correspond to ow demands. An
example is load sensing systems equipped with pressure compensators.
The compensators maintain a constant pressure drop across the directional valves, which make the signals from the operator correspond to
ow demands. Nevertheless, the pump in these kinds of systems is still
often pressure controlled.
In systems where the operators signals correspond to ow demands, it
seems more natural to also control the pump by ow. This approach has
some benets regarding energy eciency, dynamic characteristics and
increased exibility compared to load sensing systems. It also presents
some challenges, for example the compensator design.
The idea of ow control is to use the joystick signals to control the
pump ow and the valve opening simultaneously. This means that the
pump software needs information about the ow demands for dierent
functions. The pump displacement setting is controlled according to the
sum of all requested load ows.
When no function is activated, the pump is de-stroked, delivering no
ow to the system, and all directional valves are closed. Activating a
joystick will simultaneously open a valve and increase the displacement
of the pump. Pressure is built up in the pump hose and when the pump
pressure becomes higher than the load pressure there will be a ow to
19
Figure 3.1
Flow control systems will suer from load dependency if more than
one load is activated simultaneously. This can be solved by introducing
sensors into the system. Zhe [20] used the velocities of the actuators
as the main feedback signals for pump and valve control. Jongebloed et
al. [21] used pressure sensors at all load ports for the valve control. To
optimize energy eciency, the valve at the highest load can be opened to
its maximum while lighter loads are controlled by their valve openings.
Load dependency can also be solved by using pressure compensators.
Since the pump is ow controlled, there will be dierent demands on the
compensator functionality compared to load sensing systems. However,
it also opens up new possibilities regarding the control of the directional
valves. Details regarding the compensator requirements and the control
approaches are described in sections 3.1 and 3.2.
Flow control systems have many similarities with load sensing systems.
Except for the pump controller, the two systems are almost equivalent.
20
3.1
Pressure Compensators
In some mobile uid power applications, load dependency and load interaction are undesired system characteristics. An example is forestry
machines, where the operator wants to position the load with accuracy.
Pressure compensators are commonly used in these kinds of applications
to ensure good handling capabilities. Two dierent types of compensators can be realized, which are explained in section 3.1.1 and 3.1.2.
In applications with less demand for accuracy, it is also possible to take
advantage of ow forces for the pressure compensation functionality.
3.1.1
Traditional Compensators
qL = Cq As
2
(pr pL ) = Cq As
Fs
Ac1
Fs
Ac1
(3.1)
(3.2)
Fs
Ac1
(3.3)
21
As
ps
Fs
pr
Ac1
As
qL
ps
pL
pr
Fs
Ac1
qL
pL
Ac1
Figure 3.2
Two dierent ways of realizing a traditional pressure compensator. The pressure drop across the directional valve is set by the
compensator spring force.
qL = Cq As
2
(ps pr ) = Cq As
Fs
Ac1
(3.4)
These types of compensators are designed for use with a pressure controlled pump. In case of the pump being saturated, the supply pressure
will drop, resulting in the compensator spool at the heaviest load opening completely. That function will lose speed and possibly even stop.
Functions operated simultaneously at lower pressure levels will, however,
move normally.
3.1.2
Another design is to implicate the highest load pressure into the compensator. When the pressure is actively controlled, this design is equivalent
to the traditional compensator design. However, its characteristics are
dierent when the pump is saturated. All functions will then be given
the same priority, which means that all functions will decrease in speed.
This ow sharing functionality can be achieved by placing a compensator
either downstream or upstream of the directional valve.
In case of the compensator being located downstream of the directional valve, the reduced pressure is working against the highest load
pressure and a spring, see equation (3.5) and gure 3.3a. The pump
pressure margin is dened according to equation (3.6) and the ow can
be calculated according to equation (3.7).
Ac1 pr = Ac1 pLmax + Fs pr = pLmax +
22
Fs
Ac 1
(3.5)
pp = ps pLmax
qL = Cq As
Ac1
qL
As
ps
2
(ps pr ) = Cq As
pr
Fs
pL
Ac1
pLmax
(3.6)
Fs
2
pp
Ac1
pLmax
Fs
Ac2
ps
Ac2
(3.7)
Ac1
As
pr
Ac1
qL
pL
Figure 3.3 Two dierent ways of realizing a ow sharing pressure compensator. The pressure drop across the directional valve is set by the pump
pressure margin.
The ow sharing pressure compensator placed upstream of the directional valve is similar to its traditional equivalent. Instead of a spring,
two pressure signals that constitute the pump pressure margin are acting on the compensator, see gure 3.3b. Equation (3.6) together with
the force equilibrium for the compensator, equation (3.8), gives the ow
according to equation (3.9). The spring in this type of compensator is
not required for the functionality. It can rather be used as a design
parameter for, for example, prioritization [23].
Ac2 ps + Ac1 pL = Ac2 pLmax + Ac1 pr + Fs
Ac
Fs
(pr pL ) = 2 (ps pLmax )
Ac1
Ac1
qL = Cq As
2
(pr pL ) = Cq As
Ac2
Fs
pp
Ac1
Ac1
(3.8)
(3.9)
3.2
3.2.1
When all directional valves are closed, the pump is ideally de-stroked
to zero, delivering no ow to the system. When the operator moves
the joystick, signals are sent to the pump and the valve simultaneously.
The valve is shifted from neutral position and the pump starts to deliver
ow. Since the valve is traditionally pressure compensated, the spring
force sets the pressure drop across the directional valve, and thereby the
absolute ow level that the valve is expecting, see gure 3.4. When the
pump is delivering ow, pressure is built up in the hose connecting the
pump and the valve. There will be a ow to the load when the pump
pressure is higher than the load pressure. This works ne as long as the
ow sent by the pump equals the ow expected by the valve. If this is
not the case, two situations may occur.
The pump ow is too low This is the same case as when the pump is
saturated in a load sensing system. The consequences will be that
the compensator spool at the highest load will open completely,
resulting in a decrease in speed for that load. It will possibly even
stop.
The pump ow is too high Both compensator spools will close more
and the pump pressure will increase until the system relief valve
opens. The throttle losses will be huge and the system will emerge
as a constant pressure system.
24
Figure 3.4 Simplied schematic of a ow control system using traditional pressure compensators. The system can also be realized with
traditional compensators placed downstream of the directional valves.
and underow when using a bleed-o valve. Grsbrink et al. [29] [30]
propose a system design where the pump is pressure controlled for low
pump ows and ow controlled for high ow rates. It is also possible to
shift from ow control to pressure control in case of an undesirable pressure build up [31]. A review of solutions to the ow matching problem in
ow control systems using traditional compensators has been made by
Djurovic in [32].
3.2.2
Figure 3.5
26
Pump flow
Velocity, load 1
Velocity, load 2
Using a ow controlled pump in combination with ow sharing pressure compensators opens up new possibilities in terms of controlling the
directional valves independently of the cylinder velocity. This can be
explained with a small example. Imagine that two loads are active, the
rst with 50% of the maximum velocity and the second with 25% of
the maximum velocity. The directional valves have an opening area of
50% and 25% and the ow delivered by the pump is constant. Both
directional valve openings are now increased, the rst to 100% and the
second to 50%. The pump ow is still the same. Since the ow sharing
pressure compensators will distribute the entire pump ow relative to
the individual valve openings, the velocities will be unchanged. What
happens is that the absolute pressure drop across both directional valves
has been reduced, see gure 3.6.
0.8
0.6
0.4
0.2
0
0
0.2
0.4
0.6
Time [-]
0.8
Pressure drop
Opening area, load 1
Opening area, load 2
0.8
0.6
0.4
0.2
0
0
0.2
0.4
0.6
Time [-]
0.8
(b) The pressure drop across the directional valves will decrease when
the opening areas are increased.
3.3
Energy Eciency
if the valve is fully open. The pressure drop will then follow the
ow equation, similar to the compensator pressure drop.
es
loss
e
s
ho
Flow [-]
(a) The pump pressure margin
is xed in load sensing systems.
Therefore, unnecessary losses occur
at lower ow rates.
sses
sator lo
compen
es
loss
y
r
a
s
eces
unn
In gure 3.7a, these three dierent losses are shown. If the pressure
margin is set perfectly, there would be no unnecessary losses at maximum ow rate in load sensing systems. However, at lower ow rates,
unnecessary losses will occur. In ow control systems, these losses will
be eliminated since the pump pressure is set by the resistance in the
hose and the valve.
It is possible to further reduce the losses in ow control systems. This
is done by opening the valve section with the highest ow demand to its
maximum, as described in section 3.2.2, in which case the pressure drop
across the directional valve is minimized and additional energy savings
are possible, see gure 3.7b.
A ow control system without pressure compensators would increase
the eciency even further. In that case, the valve section at the highest
load pressure might be opened completely. However, its functionality
requires closed loop control and is therefore sensor dependent [21].
Flow [-]
(b) The pump pressure margin is
given by the system resistances in
ow control systems. Eciency improvements are therefore possible.
Figure 3.7
As can be seen in gure 3.7, the two system layouts have the same eciency at maximum ow rate if the pump pressure margin is set perfectly
in the load sensing system. Flow control systems have higher eciency
for smaller ow rates. However, it is important to consider the power
29
losses rather than the pressure losses. For low ow rates, the power loss
will be small even for high pressure drops. Figure 3.8 shows the power
saving opportunities for ow control systems. The largest power savings
occur in the medium ow rate area. If the directional valve is opened
completely, even more power can be saved.
Power [-]
fully opened
directional valve
power savings
Flow [-]
Figure 3.8 Power savings in ow control systems compared to load
sensing systems. More power can be saved if the directional valve is completely opened. No power is saved at maximum ow rate.
Flow control systems have no unnecessary losses for the highest load.
All losses that occur are necessary and limited by, for example, the diameter of the hoses and the maximum opening areas in the valve. However,
ow control systems still have high losses at partial loading conditions.
To increase eciency even further, individual metering valves or additional hydraulic machines are required.
A ow control system with two hydraulic pumps has been studied
in [36] and [37]. The aim is to reduce the losses at partial loading
conditions without increasing the total installed displacement. This is
achieved by connecting the two pumps when high ow rates are required
by one load. Connecting several pumps at high ow rates is a common
solution for more simple systems, for example, in excavators.
30
4
Dynamic Analysis
The dynamic analyses in this thesis were made to show the fundamental
dierences between load sensing systems and ow control systems. Linear models are used and dierent types of compensators are considered
in the analysis. The only dierence between the load sensing system
model and the ow control system model is the absence of the feedback to the pump controller in the ow control system, see gures 4.1
and 4.2. Nevertheless, there are fundamental dynamic dierences between the two system layouts.
U
Kcb
mL
Vb ,Pb
Qb
Ppref
GpLS
Qp
Vp ,Pp
Xp
Kca
Qa
Ac
Va ,Pa
31
Vb ,Pb
Qb
Qpref
G pF C
Qp
Vp ,Pp
Xp
Kca
Qa
Ac
Va ,Pa
4.1
Mathematical Model
Qp
1
=
Ppref Pp
Lp s
(4.1)
Qp
Qpref
(4.2)
The continuity equation of the pump volume yields the transfer function in equation (4.3).
Hs =
32
Pp
e
=
Qp Qa
Vp s
(4.3)
Dynamic Analysis
The model for the inlet orice in the directional valve will be dierent
depending on the compensator design. A non-compensated valve will
have a ow-pressure dependency according to equation (4.4). In this
analysis, the valve is considered to be much faster than the rest of the
system. The valve dynamics is therefore ignored. The dynamics of
pressure compensated valves have been studied in, for example, [39]
and [40].
Qa
G va =
= Kca
(4.4)
Pp Pa
A traditionally compensated valve will have no ow-pressure dependency since the pressure drop across the directional valve is constant,
see equation (4.5).
Qa
G va =
=0
(4.5)
Pp Pa
A ow sharing pressure compensated valve will have a ow-pressure
dependency, similar to a non-compensated valve, for the highest load.
Lighter loads have no ow-pressure dependency, like traditional compensated valves. However, lighter loads will be disturbed by the highest
load due to cross-coupling of the highest load pressure to all compensators [41].
Qa
= Kca , Pa = Pamax
Pp Pa
Qa
G va =
= 0, Pa < Pamax
Pp Pa
Qa
=
= Kca , Pa < Pamax
Pp Pamax
G va =
Gvea
(4.6)
(4.7)
(4.8)
(4.9)
33
4.2
Qb
= Kcb
Pb
(4.10)
Pump Stability
Due to the absence of the load pressure feedback to the pump controller in ow control systems, there is a fundamental dynamic dierence between load sensing and ow control systems. To show this, the
mathematical model in section 4.1 can be simplied. A ow-pressure
dependency at the inlet side of the valve is assumed and the outlet orice is ignored. The simplications will not inuence the fundamental
dierences but is important to bear in mind when making other dynamic
analyses.
A transfer function from inlet ow to pressure in the cylinder can
be derived using equations (4.7) and (4.8). Ignoring the outlet orice
results in a constant pressure on the piston rod side.
Pa
ZL =
=
Qa
4.2.1
U 2 mL s + Bp
Va 2
Va
2
2
e U mL s + e Bp s + Ac
(4.11)
Hs
1 + Gva (ZL + Hs )
(4.12)
By closing the control loop, the pump controller, GpLS , is a part of the
loop gain, GpLS Go , as shown in gure 4.3b. To achieve a stable system
the loop gain must be kept lower than unity when the phase crosses
34
Dynamic Analysis
Pp,ref+
GpLS
Qp +
Hs
Pp +
Pp
Pa
G va
Qa
ZL
1
Gva
(a) Block diagram of a load sensing system derived from the transfer
functions (4.1) (pump controller), (4.3) (pump volume), (4.4) (inlet valve)
and (4.11) (load).
Pp,ref+
GpLS
Go
Pp
Figure 4.3
4.2.2
1
0
1
2
3
4
mL increasing
5
6
0
10
10
10
10
10
Phase [ ]
90
mL increasing
180
270
0
10
Figure 4.4
10
10
10
Table 4.1
Parameter
Ac
Bp
Va
Vp
Kca
Lp
mL
U
e
10
Frequency [rad/s]
Value
0.008
10000
4103
5103
1109
5108
[6000 12000 30000]
1
1109
Unity
m2
Ns/m
m3
m3
m5 /Ns
Pa s2 /m3
kg
Pa
36
Dynamic Analysis
Qpref
G pF C
Qp +
Hs
Pp +
Pp
Pa
G va
Qa
ZL
Qpref
GpF C
Go
Pp
Figure 4.5
4.3
Damping
4.3.1
mL
Qp
Xp
Vp ,Pp
Kca
Qa
Ac
Va ,Pa
Figure 4.6
The system can be described by equations (4.2), (4.3), (4.4) and (4.11).
An expression for the ow-pressure coecient of the inlet orice that
gives the highest damping has been derived in paper [II] according to
equation (4.13).
Kcaopt =
Ac
3/4
Vp (i 1)
e U 2 mL
(4.13)
Vp
Va
(4.14)
where
i = 1 +
The maximum damping in the system can be calculated using equation (4.15).
hmax =
1
i 1
2
(4.15)
Equation (4.15) shows that the maximum damping given by the inlet
orice only depends on the value of i , which includes the pump hose
volume and the volume at the inlet side of the cylinder according to
equation (4.14). To get a high damping contribution from the inlet
orice, the pump hose volume should be large compared to the volume
on the inlet side of the cylinder. However, this relationship will change
38
Dynamic Analysis
0.8
0.7
Damping [-]
0.6
0.5
0.4
i increasing
0.3
0.2
0.1
0
Figure 4.7
during the cylinder stroke. The damping as a function of the inlet orice
opening area for dierent values of i is shown in gure 4.7.
To get the highest possible damping for a given value of i , the inlet
orice opening area has to be small. During certain points of operation this might result in substantial power losses [II]. To avoid this it
is possible to use the more energy ecient control strategy described
in section 3.2.2 while no oscillations are present. When damping is required, the valve can temporarily be closed more to reach the peaks in
gure 4.7. Finally, when the oscillations have died out, the energy ecient control strategy can be applied again. This is possible to do in ow
control systems without aecting the cylinder velocities if ow sharing
pressure compensators are used.
Theoretically, a ow control system using traditional compensators
obtains no damping from the inlet orice since the ow is independent
of pressure changes, see equation (4.5). This is also true for lower loads
using ow sharing compensators according to equation (4.6). One way
to obtain damping for such loads is to implement active damping, using
for example a dynamic load pressure feedback.
A special case of this analysis is when the inlet orice opening area
approaches innity. This is the case in valveless systems, which have no
39
orices at all. As can be seen in gure 4.7, the damping then approaches
zero. Consequently, a valveless system is ideally undamped.
4.3.2
Pb
Vb
Qb
Qa
Pa
Ac
Va
Figure 4.8
Kcbopt = Ac
Vb
o3/4
L (o 1)
(4.16)
Va
Vb
(4.17)
U 2m
where
o = 1 + 2
40
Dynamic Analysis
The maximum damping in the system can be calculated using equation (4.18).
hmax =
1
o 1
2
(4.18)
Equation (4.18) shows that the maximum damping of the system depends only on the value of o , which includes the volume at each side of
the cylinder and the cylinder area ratio according to equation (4.17). To
get a high damping contribution from the outlet orice the volume on
the inlet side of the cylinder should be large compared to the volume on
the outlet side. However, this relationship will change during the cylinder stroke. A high value of the cylinder area ratio increases the damping,
which means that a symmetrical cylinder gives higher damping than an
asymmetrical. The damping as a function of the outlet orice opening
area for dierent values of o is shown in gure 4.9.
0.8
0.7
Damping [-]
0.6
0.5
0.4
0.3
o increasing
0.2
0.1
0
Figure 4.9
A valve design that is suggested in paper [III] is to optimize the damping when the piston is at its lower end position. While the piston moves
upwards, the damping will increase. If a higher damping is required, it
is possible to design the valve with a smaller orice area. The drawbacks
with such a design are, however, that the damping will be slightly lower
at the pistons lower end position and that the losses across the outlet
41
42
5
Experimental
Results
The energy eciency improvements described in section 3.3 have been
validated using a wheel loader application. Also, the theories concerning
the design and control of the outlet orice described in section 4.3.2 have
been validated in a test rig.
5.1
5.1.1
5.1.2
A Demonstrator System
44
Experimental Results
50
150
45
35
100
Pressure [bar]
Flow [l/min]
40
50
30
25
20
15
10
5
0
0
0
0
Time [s]
Time [s]
(b) Measured pump pressure margin for both systems while the ow
is increased.
30
Load sensing
Pressure [bar]
25
20
15
10
w
Flo
0
0
20
40
tro
con
60
80
100
Flow [l/min]
45
160
0.7
140
0.6
Load sensing
Lift
120
Energy [kJ]
Position [m]
0.5
Tilt
0.4
0.3
0.2
80
60
40
0.1
0
0
Flow control
100
20
10
15
20
25
30
35
Time [s]
0
0
10
15
20
25
30
35
Time [s]
46
Experimental Results
5.2
Improved Damping
A test rig to validate the damping contribution by the outlet orice has
been constructed. It consists of a traditional pressure compensated valve
on the inlet side, a cylinder with a mass load and a servo valve on the
outlet side, see gure 5.4. Dierent designs of the outlet orice can be
achieved by controlling the opening area of the servo valve. A constant
pressure pump supplies the system. Pressure sensors are attached on
the supply side and on both cylinder chambers. The cylinder and the
servo valve are equipped with position sensors. External volumes are
mounted on both sides of the piston. By using either one, it is possible
to manipulate the dead volumes on either side of the piston.
Figure 5.4
1.8
1.8
1.6
1.6
1.4
1.4
1.2
1.2
Velocity [-]
Velocity [-]
1
0.8
0.6
1
0.8
0.6
0.4
0.4
0.2
0.2
0.5
1.5
2.5
0.5
Time [s]
1.5
2.5
Time [s]
3.5
2
1.8
3
1.6
1.4
Velocity [-]
Velocity [-]
2.5
2
1.5
1
1.2
1
0.8
0.6
0.4
0.5
0.2
0
0
0
0.5
1.5
2.5
Time [s]
Figure 5.5
ce.
48
0.5
1.5
2.5
Time [s]
6
Summary and
Conclusions
This thesis studies a system design where the pump displacement setting is controlled based on the operators command signals rather than
maintaining a certain pressure margin above the highest load pressure.
Conventional load sensing systems are state-of-the-art in industry today
and are therefore used as comparison base.
The fundamental dierence between ow control and load sensing is
that the load pressure feedback hose to the pump controller can be
removed. Instead of controlling the pump in a closed loop control mode,
an open control mode can be used with no feedbacks present. This
makes the system design process simpler since the pump can be designed
to meet the response requirements without considering system stability.
As long as the pump is stable as an isolated component, it will not cause
any stability issues in the complete system. In load sensing systems on
the other hand, an apparently stable pump can cause instability in the
complete system.
Flow control systems are more energy ecient compared to load sensing systems. This is because the pressure dierence between pump and
load is given by the system resistance rather than a prescribed pump
pressure margin. The two system layouts have the same eciency when
the pump is saturated. However, in all other operational points, ow
control systems have a higher eciency than load sensing systems. There
are also potential energy savings tied to the absence of active control of
the pump.
Pressure compensators are key components in ow control systems.
49
Traditional compensators control the absolute ow through the directional valves. If the pump also controls the ow, the ow situation in
the system is over-determined and ow matching problems occur. This
can be solved by introducing sensors or a bleed-o valve. Another solution is to use ow sharing pressure compensators. Instead of controlling
the ow, the valves will then serve as ow dividers, eliminating the ow
matching problem. Both traditional and ow sharing compensators can
be realized by placing the compensators either upstream or downstream
of the directional valves. A drawback with ow sharing compensators is
that the highest load dynamically will disturb all lighter loads.
Damping is a desired property in uid power systems. Low damping
makes the system oscillative, which has a negative impact on both the
productivity and the operator. Two dierent ways to obtain damping
in ow control systems are analysed in this thesis, either by the inlet
orice or by the outlet orice in the directional valve. If ow sharing
compensators are used, it is possible to control the inlet orice, without aecting the actuator velocity, with the objective to optimize the
damping. Active damping measures are required to obtain damping by
the inlet orice if traditional compensators are used. Some design rules
to obtain a high damping by the outlet orice are proposed. From an
energy eciency point of view, it is often better to obtain damping by
the outlet orice since a smaller pressure drop is required.
It is possible to combine ow control with other working hydraulic
systems. For example, ow control could be used as a complement to
pump controlled actuators. Some high power consumers could have one
dedicated pump while other, low power, consumers share one common
pump. In that case, the total installed displacement could be kept at
a reasonable level while all pumps could be displacement controlled.
Another possibility could be to use an electric motor in combination
with a xed displacement pump, like in eha systems, but share it with
several loads. This solution is more favourable in ow control systems
than in load sensing systems because a lower bandwidth is required.
Experiments have been performed to show the capability of the ow
control approach. For example, reduction of the superuous pump pressure margin and energy saving potentials in a short loading cycle for a
wheel loader application have been demonstrated.
50
7
Outlook
Today, both academia and industry devote a lot of eort to the area of
energy ecient uid power systems. This will most likely continue in
the future. In the short term, ow control systems are a complement,
or alternative, to load sensing systems in particular applications. The
challenge is how, and to what extent, sensors should be used. It is
possible to design a ow control system without the need for sensors,
but it might be desirable to use sensors in some operational cases. One
example is when a cylinder reaches its end stop. From an eciency point
of view, substantial power savings are possible if the pump controller has
such information feedback from the consumers.
In the longer term, independent metering and valveless systems will
probably gain market shares. Those systems are more energy ecient,
especially during partial loading conditions. Furthermore, they also have
the possibility to recuperate energy from the loads. This energy can
either be used to run the system pump as a motor or to be stored in, for
example, an accumulator. One interesting system layout in the future
could be to use a xed displacement bidirectional pump powered by an
electric motor in ow control systems. This is a hybrid of eha and ow
control.
Which hydraulic system to choose will always be a compromise between, for example, eciency, dynamic characteristics, complexity and
cost. It is possible that ow control systems will be the optimal solution
for certain functions in some particular applications.
51
52
8
Review of Papers
In this chapter, the three appended papers in this thesis are briey
summarized. Papers [I] and [II] analyse dierent aspects of ow control
systems and compare the ndings with load sensing systems. Paper [III]
is not limited to ow control systems; the conclusions are valid for several
system designs.
Paper I
Energy Ecient Load Adapting System Without Load Sensing Design and Evaluation
This paper studies dierent pressure compensator techniques in ow
control systems. The fundamental dierence between load sensing and
ow control systems is that the pump is controlled based on the operators ow demand rather than maintaining a certain pressure margin
above the highest load pressure. The ow matching problem when using
traditional compensators in combination with a ow controlled pump is
exemplied. Solutions with ow sharing compensators are presented,
which include a control strategy where the directional valve with the
maximum ow rate can be fully opened with the aim of saving energy.
Design requirements for a ow sharing compensator placed upstream
of the directional valve is proposed. Simulation results are shown and
veried by experiments in a wheel loader application. The results show
increased energy eciency in ow control systems compared to load
sensing systems.
53
Paper II
Dynamic Analysis of Single Pump, Flow Controlled Mobile Systems
In this paper, a dynamic analysis is performed where load sensing and
ow control systems are compared. Dierent pressure compensators are
included. It is shown that instability might occur in load sensing systems
due to the load pressure feedback to the pump controller and proven that
no such instability properties are present in ow control systems. It is
mathematically shown that ow sharing compensators will dynamically
disturb lighter loads. A novel way of controlling the directional valve in
order to optimize the damping is proposed. This can be done without
aecting the cylinder velocities.
Paper III
Optimized Damping in Cylinder Drives Using the Meter-out
Orice Design and Experimental Verication
This paper analyses the damping contribution given by the outlet orice
in the directional valve. The analysis is not limited to ow control
systems but is valid for all pump controller designs. The requirement
is that there is no ow-pressure dependency at the inlet side of the
valve, which can be realized with for example a traditional pressure
compensator. There is an optimal orice area to obtain the highest
possible damping. Both smaller and larger areas give lower damping. A
valve design is proposed which optimizes the damping in the worst case
scenario. Experimental results conrming the theoretical expectations
are also presented.
54
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