Vector matching-based disturbance rejection method for load simulator

Xuesong Yang1 , Changchun Li2 , Hao Yan3 , Jing Huang4

1, 2, 3, 4Beijing Jiaotong University, Beijing, China

1Corresponding author

Journal of Vibroengineering, Vol. 18, Issue 6, 2016, p. 4116-4129.
Received 8 April 2016; received in revised form 20 July 2016; accepted 18 August 2016; published 30 September 2016

Copyright © 2016 JVE International Ltd. This is an open access article distributed under the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.
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Position disturbance is the most troublesome problem for load simulator. It is difficult to work properly for a loading system, when the load-carrying object is moving. Therefore, it is of high significance to compensate for the position disturbance. To achieve this objective, a kind of vector matching-based disturbance rejection (VMBDR) method is proposed. If the input is periodic and the load simulator system satisfies linear superposition, a torque command can be constructed to eliminate the position disturbance of the load-carrying object, according to VMBDR. Fortunately, linear superposition of electric load simulator is verified by experiments, and most of the position disturbance is cyclical. Compared with other methods, the VMBDR does not depend on building a precise mathematical model. Therefore, it has better maneuverability and adaptability. Finally, experimental results show that VMBDR has effective disturbance rejection performance.

Keywords: position disturbance, load simulator, vector matching.

1. Introduction

Load simulator is a kind of hardware-in-the-loop simulation equipment [1]. For the most part, they have three components: a loading system, a load-carrying object, a measuring-control system. The purpose of load simulation is to test the performance of a load-carrying object under the condition as real as possible. It helps designers to foresee and detect problems related to mechanics and control of the load-carrying object before it even is created, hence saving a lot of time and cost. There are many successful examples of the application of load simulators relate to aerospace [2, 3], robotics, mechatronics [4], automation [5] and other fields.

In the process of load simulation, a load-carrying object will be moving according to the test signal. For example, in the field of aerospace, the rudder actuator is often implemented as a load-carrying object. It must move, just like when the rocket is in the air. This motion is called as position disturbance. In this condition, the load simulator is not able to accurately control the loading force unless the control system takes the motion into account and makes an appropriate compensation. There are many kinds of position disturbance rejection methods. These methods can be divided into four categories, i.e., the position synchronization information feedforward method, the disturbance force/torque observation method, the composite control method and the disturbance model matching method.

Synchronization is the key to the first method. That is to say, if a loading system can be kept relatively static with a load-carrying object, disturbance torque could be eliminated completely. Under the guidance of this idea, researchers conducted a variety of attempts, including installing the loading motor on a position synchronous motor, as known as the hardware synchronous method [6]. To a certain extent, this method can eliminate the surplus torque caused by speed interference. It is suitable for low frequency and small amplitude disturbance case. But it also makes the system more complex, causes higher cost. In this respect, software synchronization method has obvious advantages. Among the software methods, structure invariance principle [7] is the most widely developed and has the most profound influence [8]. This principle is derived from invariance principle which was proposed by Soviet scholar Г. В. Щипанов in 1939 [9]. The author pointed out that, in a control system with external disturbances, the controller should be divided into two parts. One part is used to compensate the disturbance. The other is used to realize tracking. But all the rejection methods based on the structural invariance principle require a precise mathematical model of the system, which is hard to achieve.

The focus of the second method is concerned with disturbance torque itself. Fang Qiang proposed a disturbance observer design method for electric load simulator [10]. This observer can estimate generalized disturbance information which is a decoupling disturbance signal, through the disturbance torque and the loading command signal. This design makes great progress, considering uncertainties of the mathematical model. However, compared with the real disturbance, a time delay of the estimated disturbance is inevitable, making it difficult to completely eliminate the disturbance.

The characteristic of composite control strategy is that it is necessary to handle position synchronization information and feedback torque at the same time. The composite controller includes two parts. One part is an intelligent controller to eliminate the influence of position disturbance, and the other is a PID controller to ensure stability of the system during learning process of the intelligent controller. Neural networks [11], fuzzy logic [12] and iterative learning theory [13] are employed in the design of intelligent controllers. Although this method can deal with nonlinearity and uncertainty of the system, the convergence is still needed to be careful in.

The matching relation between position disturbance model and loading system model is what the last method looks for. A dynamic fuzzy neural network is applied to design the controller of load simulator [14, 15]. The idea of this method is to construct an inverse disturbance model, based on which a torque command to counteract the effect of position disturbance is generated. This is similar to the deconvolution method. However, it is hard to achieve due to the difficulty of the shock response acquisition, model uncertainty, nonlinearity and time variation. Robust methods and game theory have been used to solve the above problems [16, 17], and make deconvolution problem solved partly.

In summary, each of these methods has both advantages and disadvantages. Classical control theory is simple and powerful in form, but lack of adaptability. While modern control theory and intelligent control theory are enough to deal with complex problems, it is lack of stability and maneuverability. The key to success is to maximize the advantages of the method, according to the actual situation. For a load simulator, sine and square waves are the most widely used test commands of the load-carrying object. The common point is that these signals are cyclical. In this way, the test commands are able to be expanded into Fourier series, and each frequency component can be regarded as a signal vector.

Motivated by the above discussion, a new idea is presented in this paper, which is based on the matching relationship between load-carrying object position signal and torque signal of the loading system. Then, the matching problem of the disturbance model is simplified to a single or finite frequency sequence matching problem, called as vector matching problem. The critical part of the method is to find the relationship between the phase and amplitude of different signal vectors. This method is much easier to operate and needs no accurate mathematical model.

The rest of this paper is organized as follows. In Section 2, the structure of a load simulator and the principle of vector matching are introduced. The algorithm of vector matching-based disturbance rejection (VMBDR) method is presented in Section 3. In Section 4, some experiments are designed to verify the algorithm. Finally, results and further studies are discussed in the conclusion.

2. System description and vector matching principle

The electric load simulator (abbr. ELS) consists of three parts. 1) A servo mechanism under test, which is the actuator of a rudder in this experimental project, is used as the load-carrying object. It is connected to a torque sensor through a coupling. During the experiment, the servo mechanism rotates following the position commands. 2) A loading system, consisting of a PMSM and a motor driver, is connected to the torque sensor as well. 3) A measuring-control system mainly includes a torque sensor and an industrial computer with data acquisition cards, collecting the actual load torque in real time. The outputs of measuring-control system are angular displacement commands and loading system torque commands, respectively.

ELS is a typical double input and single output linear system. For a linear system, as showed in Fig. 1, use yellow on behalf of the position command signal and blue on behalf of the torque command signal, then the feedback loading torque signal should look like green. This is the superposition of linear systems, which is the basis of vector matching.

Fig. 1. Construction diagram of an ELS

 Construction diagram of an ELS

In order to explain the principle of vector matching, assume that the position command and the torque command are sinusoidal signals of the same frequency. These two commands generate two components of the resultant torque respectively. Fig. 2 shows the relationship between these three torque signals in polar coordinate system.

Fig. 2. Schematic diagram of vector matching relation

 Schematic diagram of vector matching relation

The symbols in Fig. 2 are defined as follows:

T 0 – resultant torque vector measured by the torque sensor,

T 1 – torque vector produced by the movement of the load-carrying object,

T 2 – torque vector produced by the loading system under the torque command Tc,

T 20 – one component of T2,

T 21 – another component of T2,

β – phase angle of T0,

φ – phase angle of T1,

θ – angle between T1 and T2.

According to the invariance principle, Tc should consist of two parts, i.e. Tc=Tc0+Tc1. Tc0 is used to compensate for the position disturbance, and Tc1 is used to realize the loading. The purpose of vector matching is to make T20 equal to -T1.When the load target is 0 Nm, T21 should be equal to 0, and T2 should be equal to -T1.

Therefore, the vector relation described in Fig. 2 is the basic of the vector matching method, from which we can see that obtaining the angle θ is the key of vector matching. Fig. 3 demonstrates the working principle of VMBDR for ELS. Some symbols are defined in the figure and the others are defined as follows:

L m – Motor stator cyclic inductance,

R m – Motor stator resistance, 

J m – Moment of inertia on the motor shaft,

B m – Viscous friction coefficient on motor shaft,

K e – Back EMF coefficient, 

K t – Torque coefficient, 

U – Armature voltage,

E – Back- EMF,

I * – Current command,

i – Armature current,

T L – Output load torque,

θ o u t – Elastic deformation of the shaft.

Fig. 3. VMBDR of the electric load simulator

VMBDR of the electric load simulator

As shown in Fig. 3, the vector matching process is divided into three basic steps. The first two steps are the initialization of VMBDR. Its purpose is to gather the necessary information for step 3, i.e., the amplitude and phase of T1 and T2.

In the control system, there is a switch, which makes the control work in accordance with steps of 1, 2 and 3. In order to facilitate description, set the loading command Tc1 to 0 Nm at first. Then, when the switch is at position 1, the compensating signal Tc0 is zero, and the original position disturbance torque vector T1 could be obtained. As the switch is at position 2, the compensating signal Tc0 is a filtered position command θc, and the resultant torque vector T0 could be gotten. Usually, the filter is a proportion link. So far, vector matching unit uses T0 and T1 to compute the loading torque vector T2 and θ, then calculates a new compensating signal, which can eliminate T1 completely in step 3.

Changes in the environment will affect many physical parameters of ELS – motor stator resistance Rm, for instance. This effect cannot be ignored when the test time is long enough, although this process is usually slow. Therefore, the control error of T20-T1 should be monitored in real time, and T20 should be fine-tuned by vector matching unit, when the error is accumulated to a certain extent.

Noise is another factor which has a great influence on the accuracy of vector matching, in addition to the parameter variability. The three inputs of the vector matching unit are torque command Tc, position command θc and output load torque TL measured by the torque sensor, as shown in Fig. 3. Tc and θc are generated by ELS controller computer itself. So only TL could be contaminated by the additive noise. A Butterworth filter could be used to process the contaminated TL, when the noise is too large. However, the influence of the filter on the position disturbance torque vector T1 and the loading torque vector T2 are the same. Therefore, the matching relation between T1 and T2 does not change.

3. Vector-matching algorithm

ELS is a typical double input linear system. For a linear system, the output torque should obey the principle of superposition. So transfer function of the TL is:

T L = W M s T c + W R s θ c .

In the following, WMs and WRs are called non-disturbing load transfer function and position disturbance transfer function, respectively. Their frequency domain expressions are described as:

W M j ω = A M ω e j φ M ω , W R j ω = A R ω e j φ R ω .

Assuming there is a sinusoidal position disturbance sinωt. When the loading command  Tc1 is equal to 0 Nm, the output torque is only  T1, and  T1=ARωsinωt+φRω. The total output TL is expected to be 0 Nm. Thus, according to the principle of vector matching and the frequency characteristics of the model, a torque command could be constructed as follows:

  T c 0 = A R ω A M ω sin ω t + φ R ω - φ M ω + π .

So the core of VMBDR is to identify the amplitude and phase of each vector signal. There are two kinds of VMBDR algorithms, corresponding to the sine position disturbance and the other periodic position disturbance respectively.

3.1. Single vector matching algorithm

Single vector matching algorithm (abbr. SVM) is designed to compensate for the position disturbance of sine type. This algorithm is an on-line identification algorithm based on recursive least square method for the amplitude and phase of sinusoid. Moreover, the least square method also has excellent anti-noise ability.

Assuming that there is a sinusoidal signal vt, as Eq. (4). The sampling frequency is fs. A set of M sampling points are obtained.

v ^ t = A sin ω t + ϕ + W .

Eq. (4) can be expanded to:

v ^ t = C 0 sin ω t + C 1 cos ω t + C 2 .

In Eq. (5), C0=Acosϕ,  C1=Asinϕ, C2=W. Let D0t=sinωt, D1t=cosωt, vt=TLt, θ^Tk=C0k C1k C2k, hTk=D0k D1k 1, k=1,2,,M.

The parameters to be identified are C0, C1and C2.The measured sample sequence is v1, v2, …, vM. Then, the residual error δ of v^ is:

δ k = v k - C 0 k D 0 k - C 1 k D 1 k - C 2 k .

In Eq. (6). Sum of squares of residuals is:

δ 2 = k = 1 M v k - v ^ k 2 .

According to recursive least square method [18], the recurrence formula for the amplitude and phase is:

θ ^ T k + 1 = θ ^ T k + K k v k + 1 - h T k + 1 θ ^ T k , K k = P k h k + 1 h T k + 1 P k h k + 1 + 1 - 1 , P k + 1 = I - K k h T k + 1 P k .

In Eq. (8), K and P are respectively the recursive weighting factor vector and K update vector. I is a unit matrix. Finally, we can get the optimal value of C0M, C1M and C2M. The amplitude and phase angle could be calculated as follows:

A = C 0 M 2 + C 1 M 2 , ϕ = arctan C 1 M / C 0 M .

Take the time domain data of the torque vector T0 and T1 into the recursive formula. The amplitudes A0, A1 and phases φ, β could be calculated. The amplitude A2 and angle θ could be gotten by cosine theorem, as Eq. (10) and Eq. (11). The direction of angle θ depends on β-φ, the value range of φ and β is π, π.

A 2 = A 0 2 + A 1 2 - 2 A 0 A 1 cos β - φ .
θ = s g n β - φ × a r c c o s A 0 2 + A 1 2 - A 2 2 2 A 0 A 1 .

So, Tc0 needed by step 3 of vector matching method is described as follows:

T c 0 = A c 0 ' A 0 A 1 sin ω t + ϕ c 0 ' + θ .

In Eq. (12), Ac0' and ϕc0' are amplitude and phase of Tc0', which is the compensating signal applied by the system controller in step 2.

3.2. Complex vector matching algorithm

While the position disturbance is a non-sinusoidal periodic signal, complex vector matching algorithm (abbr. CVM) could be used. Although the Fourier series of the periodic signal includes infinite harmonic components, in practice, the load simulator is equivalent to a low pass filter. Thus the disturbance signal only retains a finite number of harmonic components. Batch processing of a finite number of vectors is realizable. This algorithm is an off-line identification algorithm based on FFT and IFFT.

The basic idea of CVM is consistent with SVM. The difference is that CVM works in the complex domain. The process of CVM is illustrated in Fig. 4.

Fig. 4. Principle diagram of the complex vector matching method

 Principle diagram of the complex vector matching method

Fig. 4 introduces a number of vector symbols as follows (n is the length of FFT). Each of them represents a Fourier transform of a signal. Each of the elements in the vectors is written in complex index form.

θ c 1 = θ c 11 ,   θ c 12 ,   , θ c 1 n T – Position command complex vector in step 1,

θ c 2 = θ c 21 ,   θ c 22 ,   , θ c 2 n T – Position command complex vector in step 2,

θ c 3 = θ c 31 ,   θ c 32 ,   , θ c 3 n T – Position command complex vector in step 3,

T c 2 = T c 21 ,   T c 22 ,   , T c 2 n T – Compensating command complex vector in step 2,

T c 3 = T c 31 ,   T c 32 ,   , T c 3 n T – Compensating command complex vector in step 3,

T L 1 = T L 11 ,   T L 12 ,   , T L 1 n T – Output load torque complex vector in step 1,

T L 2 = T L 21 ,   T L 22 ,   , T L 2 n T – Output load torque complex vector in step 2,

H 1 = H 11 ,   H 12 ,   , H 1 n T – Relative load torque complex vector in step 1,

H 2 = H 21 ,   H 22 ,   , H 2 n T – Relative load torque complex vector in step 2,

E = E 1 ,   E 2 ,   , E n T – Pure load torque complex vector in step 2,

A = A 1 ,   A 2 ,   , A n T – Gain of complex vector matching used in step 3.

In step 1 the compensation command is zero, so TL1 contains the position disturbance torque only. However, in step 2, the compensation command is Tc2, then TL2 turns out to be:

T L 2 = W R j k ω 0 θ c 2 + W M j k ω 0 T c 2
              = A R k ω 0 A θ 2 k ω 0 e j φ R k ω 0 + φ θ 2 k ω 0 + A M k ω 0 A T 2 k ω 0 e j φ M k ω 0 + φ T 2 k ω 0 ,
k = 1,2 , , n .

The object of complex vector matching is to construct a torque command vector, so that the error torque is close to zero in step 3. Thus, Eq. (14) should be satisfied.

0 = W R j k ω 0 θ c 3 + W M j k ω 0 T c 3 .

The key to achieve the complex vector matching is to obtain WRjkω0 and WMjkω0, which is essentially a model matching problem. Reference Eq. (13) and Eq. (14), the vector matching relationship can be described as follows:

T c 3 = - W R j k ω 0 W M j k ω 0 θ c 3 = - T L 1 θ c 1 T c 2 T L 2 θ c 2 - T L 1 θ c 1 θ c 3 = - H 1 T c 2 H 2 - H 1 θ c 2 θ c 3 = - H 1 T c 2 E θ c 2 θ c 3 = A θ c 3 .

Eq. (15) shows the calculation process of the matching compensation torque command Tc3. Normally, rudder position command θc3 is set in advance, according to experimental requirements. Once the complex gain vector A is determined, the compensation torque command Tc3 can be matched successfully.

The Fourier series of a periodic signal is a discrete sequence, and the non-zero components only exist on the harmonic frequencies of the periodic signal. Hence the actual calculation procedure of CVM is as follows:

H i k = T L i k θ c i k , θ c i k 0 , 0 , θ c i k = 0 ,
E k = H 2 k - H 1 k ,
A k = - H 1 k θ c 2 k E k T c 2 k , E k 0   and   T c 2 k 0 , 0 , E k = 0   or   T c 2 k = 0 ,
i = 1,2 ,     k = 1,2 , , n .

As shown in Eq. (16) to Eq. (18), only the components of harmonic frequencies are involved in the CVM operation. On the other hand, the noise components are distributed on the spectrum weakly and evenly, when the ELS has some measures to resist interference. Therefore, the effect of noise on the CVM operation is limited.

4. Experiment

Experiments are carried out on a servo motor limit capacity test bench, shown in Fig. 5. Similar to the structure described in Fig. 1, the test bench mainly includes a loading motor, a motor under test which is the load-carrying object, and a torque sensor. Meanwhile, the torque sensor is grounded and isolated to reduce the influence of electromagnetic interference on torque measurement.

Fig. 5. Photos of servo motor limit capacity test bench

 Photos of servo motor limit capacity test bench

The experiments including three sub-experiments could be divided into two categories. One is constant torque loading test, which means that the loading motor should load a constant torque on the motor under test. The loading torque is independent from the motion of the motor under test. The other is called as spring torque loading test. In this experiment, the loading motor is supposed to provide a torque proportional to the rotation angle of the motor under test. So the loading motor operates like a spring for the tested motor. Table 1 shows the arrangement of these experiments.

Table 1. Arrangement of these experiments

Test No.
Waveform of the tested motor position command
Test category
Constant torque loading
Constant torque loading
Spring torque loading

4.1. Sinusoid position – constant torque loading

In this experiment, position command of the tested motor is a series of sinusoidal signals with the frequencies of 5 Hz, 10 Hz, 15 Hz. Control object of load torque is 0 Nm. Fig. 6, Fig. 7, and Fig. 8 demonstrate that, by using SVM, the residual torque error is obviously smaller than the original torque error. Detail data are provided in Table 2.

Fig. 6. 5 Hz sinusoid position disturbance constant torque load curve

 5 Hz sinusoid position disturbance constant torque load curve

Fig. 7. 10 Hz sinusoid position disturbance constant torque load curve

 10 Hz sinusoid position disturbance constant torque load curve

Fig. 8. 15 Hz sinusoid position disturbance constant torque load curve

15 Hz sinusoid position disturbance constant torque load curve

Table 2. The detail data of the 1st experiment

Frequency (Hz)
Original torque standard deviation (Nm)
Residual torque standard deviation (Nm)
Elimination %

4.2. Triangle position – constant torque loading

A 5 Hz triangle signal xt, whose magnitude is represented by Atri, is adopted as the position command for the tested motor in this experiment. The Fourier series of xt is shown in Eq. (19). CVM is utilized to improve the loading precision. By comparing Fig. 9 and Fig. 10, we can find that CVM greatly reduces the torque control error.

x t = 8 A t r i π 2 cos ω 0 t + 1 3 2 cos 3 ω 0 t + 1 5 2 cos 5 ω 0 t + = 8 A t r i π 2 n = 1 1 n 2 cos n ω 0 t
n = 1,3 , 5,7 , .

Fig. 9. Torque error caused by position disturbance of triangular wave

 Torque error caused by position disturbance of triangular wave

Fig. 10. CVM effect of triangle wave position disturbance

 CVM effect of triangle wave position disturbance

Fourier transform of the test data illustrates the effect of CVM more intuitively. Fig. 11 shows amplitude spectrum of main signals, including the position command θc3, the compensation torque command Tc3, the original torque error and the residual torque error. The effect of CVM is expressed numerically in Table 3.

Fig. 11. Spectrum of triangular disturbance rejection experimental data

 Spectrum of triangular disturbance rejection experimental data

a) Position command

 Spectrum of triangular disturbance rejection experimental data

b) Original torque error

 Spectrum of triangular disturbance rejection experimental data

c) Matching torque command

 Spectrum of triangular disturbance rejection experimental data

d) Residual torque error

Table 3. Rejection effect of disturbance torque at each frequency component

Frequency (Hz)
Original torque standard deviation (Nm)
Residual torque standard deviation (Nm)
Elimination %

4.3. Sinusoid position – spring torque loading

In this experiment, position command of the tested motor is a 5 Hz sinusoidal signals. And loading motor must provide a load torque, with a load gradient of 0.05 Nm/deg. Fig. 12 shows that when only the feedback controller is working, load torque is obviously lagging behind the rotation of the tested motor. As demonstrated in Fig. 13, load torque and motor rotation are basically synchronous after applying the vector matching algorithm. The original torque error displays in Fig. 14 including two parts. One results from the lag of loading system. The other is caused by the position disturbance coming from the tested motor. Fig. 14 shows that VMBDR is highly effective at suppressing the two kinds of loading errors. The standard deviation of the load torque before and after compensation is: 1.4536 Nm and 0.25432 Nm.

Fig. 12. 5 Hz spring torque loading before vector matching

 5 Hz spring torque loading before vector matching

Fig. 13. 5 Hz spring torque loading after vector matching

 5 Hz spring torque loading after vector matching

Fig. 14. Error contrast before and after vector matching

 Error contrast before and after vector matching

5. Conclusion

Load simulator is a passive torque servo system and it is necessary to suppress the position disturbance. In this study, vector matching-based disturbance rejection (VMBDR) method is proposed. The effectiveness of the proposed algorithm is verified on an electric load simulator.

Single vector matching (SVM) method can eliminate sinusoidal position disturbance, and its elimination ratio is related to the precision of identification. Complex vector matching (CVM) method based on FFT can eliminate cyclical position disturbance. The experimental results show that elimination ratio of CVM is higher than SVM. In addition, the vector matching method can compensate the control error caused by the response lag of the loading system as well. This means that VMBDR is not only applicable to constant torque loading, but also to spring torque loading.

Finally, VMBDR works effectively on the electric load simulator which has high linearity. This suggests that, for other linear multi-input systems, vector matching method will be still effective in great probability.


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