Satndard Procedure in Tuning the Electric Drives

Tuning a motion control system with ultra-precision controllers like ACS Motion Control or Elmo servo drives requires a systematic approach to ensure optimal performance. Dynamic tests are crucial for assessing system behavior under real-time motion conditions. Here’s an exhaustive list of standard procedures to follow during dynamic tests when tuning these systems:

1- Safety Checks and Setup:

  • Verify Safety Limits: Confirm that hardware and software safety limits (e.g., soft and hard stops, torque limits) are correctly configured before testing. 
  • Emergency Stop Functionality: Ensure emergency stop buttons and limit switches are operational. 
  • Mechanical Inspection: Check for loose parts, mechanical play, or misalignments in the mechanical structure. 
  • Power Supply Check: Ensure the servo drives and controllers are receiving stable and correct voltage. 
  • Encoder Calibration/Alignment: Verify that encoders are properly aligned and calibrated to ensure accurate feedback. 

 

 

2. Initial System Identification:

  • Motor Data Verification: Cross-check motor specifications (e.g., torque constant, resistance, inductance) with system settings. 
  • Load Characterization: Measure or estimate the system’s load inertia, stiffness, and friction. Compare with motor and drive capability. 
  • Basic Signal Testing: Perform simple motion commands to verify that basic motion is possible without issues. 
  • Zeroing/Homing Procedures: Run homing sequences to establish a repeatable reference position for the system. 

3. Basic Tuning Procedures:

  • Control Loop Type Setup: 
  • Ensure correct control loop configuration (e.g., current/velocity/position loops). 
  • Manual PID Tuning: 
  • Start by tuning the current loop (if applicable), then proceed to the velocity and position loops. 
  • Use conservative gains to avoid instability in the initial tests. 
  • Proportional Gain (P): Adjust to minimize position/velocity error. 
  • Integral Gain (I): Fine-tune to remove steady-state errors. 
  • Derivative Gain (D): Use to dampen oscillations, but avoid excessive derivative action. 

4. Dynamic Performance Tests:

  • Open Loop Tests (if applicable): 
  • Run open-loop tests to ensure motor and drive functionality without feedback influence. 
  • Measure the response time and motor behavior (current, velocity). 
  • Step Response Tests: 
  • Perform step input tests to observe system response in terms of rise time, overshoot, and settling time. 
  • Capture position/velocity response during acceleration and deceleration. 
  • Bode Plot Analysis (Frequency Response Test): 
  • Generate Bode plots to identify resonance frequencies, bandwidth, and phase margins. 
  • Analyze system stability and adjust filters or PID gains based on frequency response data. 
  • Sinusoidal Sweep Testing: 
  • Apply sinusoidal reference signals at various frequencies and amplitudes to verify system tracking performance. 
  • Impulse/Disturbance Rejection Test: 
  • Apply external disturbances (torque or load) to evaluate how quickly the system compensates and stabilizes. 
  • Tune feedforward gains or implement filters if necessary. 

5. Error Analysis and Feedforward Tuning:

  • Position Error (Following Error): 
  • Record position following errors and determine if gains or system mechanics need adjustments. 
  • Fine-tune feedforward control to reduce following error during rapid acceleration/deceleration. 
  • Velocity Error: 
  • Check velocity loop performance and refine velocity feedforward terms. 
  • Evaluate velocity ripple and correct using filters or improved velocity loop tuning. 
  • Current Loop Error: (if applicable) 
  • Monitor motor current and compare with the command signal to ensure accurate current control. 

6. Advanced Compensation Techniques:

  • Notch Filter Tuning: 
  • Implement and tune notch filters to suppress mechanical resonance frequencies identified during dynamic tests. 
  • Low-Pass Filter Tuning: 
  • Use low-pass filters to eliminate high-frequency noise from feedback sensors. 
  • Advanced Gain Scheduling: 
  • Adjust control loop gains dynamically based on system state (position, velocity, load changes). 
  • Adaptive Control: 
  • If supported, enable and fine-tune adaptive control algorithms to adjust tuning parameters in real time. 
  • Friction and Cogging Compensation: 
  • Apply friction compensation and cogging torque compensation based on the system’s friction model. 

7. Trajectory and Profile Testing:

  • Standard Motion Profiles: 
  • Test standard motion profiles such as trapezoidal, S-curve, or custom velocity profiles. 
  • Evaluate system behavior during acceleration, constant velocity, and deceleration. 
  • Path Following and Contouring Accuracy: 
  • Test multi-axis coordinated motion (if applicable) for path following and contour accuracy. 
  • Check and correct for motion profile distortions caused by dynamics. 
  • High-Speed Testing: 
  • Evaluate system performance at high speeds, verifying motor and drive behavior under these conditions. 
  • Stop and Hold Testing: 
  • Perform abrupt stop tests to evaluate the system’s braking and hold performance (especially for vertical axes or critical applications). 

8. Thermal and Electrical Considerations:

  • Drive and Motor Temperature Monitoring: 
  • Monitor motor and servo drive temperatures during tests to avoid overheating. 
  • Validate that temperature protection mechanisms are functioning properly. 
  • Power Consumption and Current Monitoring: 
  • Measure power consumption, current spikes, and overall system power efficiency under dynamic conditions. 
  • Back EMF Compensation: 
  • Tune back EMF compensation (if supported) for better performance at high speeds or during dynamic braking. 

9. Logging and Data Analysis:

  • Capture Data Logs: 
  • Use the motion controller’s built-in logging tools to record detailed data (e.g., encoder feedback, current, position, and velocity errors) during tests. 
  • Log both transient (startup, stop) and steady-state conditions. 
  • Performance Metrics Analysis: 
  • Analyze performance metrics such as rise time, overshoot, damping, steady-state error, and position accuracy. 
  • Error and Alarm Analysis: 
  • Identify and troubleshoot any system errors or alarms generated during dynamic testing. 
  • Frequency and Time-Domain Data Analysis: 
  • Analyze system behavior both in the frequency domain (using tools like FFT) and time domain for a comprehensive understanding of performance. 

10. System Finalization:

  • Closed-Loop Stability Check: 
  • Perform a final system stability test under varying conditions (load, speed, temperature) to confirm reliable closed-loop behavior. 
  • Long-Term Drift Testing: 
  • Run prolonged tests to monitor for position or velocity drift over time. 
  • Operational Range Testing: 
  • Test the system under its full operational range (minimum to maximum load, velocity, and acceleration) to ensure robustness. 
  • Backup and Documentation: 
  • Save and backup all tuning parameters, including gains, filters, and any compensations applied. 
  • Document the tuning process, test results, and any special conditions observed. 

11. Final Validation and Application Testing:

  • Load Testing Under Real-World Conditions: 
  • Test the system with actual loads, speeds, and conditions relevant to its application. 
  • Repetition and Repeatability Testing: 
  • Perform repeated motion cycles to verify long-term repeatability and consistency in motion performance. 
  • Multi-Axis Synchronization (if applicable): 
  • Verify coordinated motion across multiple axes, ensuring that synchronization is within acceptable limits. 
  • Final Accuracy Validation: 
  • Test system accuracy by comparing actual versus commanded motion profiles over a series of movements. 

Conclusion: 

By following these standard procedures during dynamic tests, you ensure that ultra-precision motion systems are properly tuned for optimal performance, reliability, and safety. Each step helps identify issues, correct deviations, and fine-tune the system for high-performance applications.