1. Introduction
The utilization of a high-speed flywheel enables the simultaneous control of spacecraft attitude and storage of energy, resulting in an augmented payload capacity. By incorporating magnetic bearings into the SGCMG, it becomes possible to operate at high speeds without encountering typical issues associated with passive bearings, such as wear, lubrication, and heating problems. Moreover, by providing adjustable stiffness and damping properties, synchronous vibrations and disturbances in angular momentum can be actively suppressed while compensating for machining errors without necessitating hardware adjustments, which significantly enhances operational stability and accuracy.
From the 1990s, the United States Air Force and NASA started research on the application of the maglev flywheel system for spacecraft energy storage and attitude control, and successively carried out a series of research programs such as FESS, IPACS, HEFF, AMPSS, and COMET [
1]. The G2 AMB-flywheel is being used to replace chemical batteries on the International Space Station, while making attitude adjustments to the station and integrating energy storage and attitude control capabilities, and is designed to have a service life of up to 20 years [
2]. Han B C, Hu G, and Fang J C et al. proposed a magnetically suspended reaction flywheel (MSRW) with a maximum speed of 10,000 rpm [
3]. Xie J J et al. put forward a composite compensation method for the load torque to improve the suspension accuracy of the magnetically suspended rotor in a double-gimbal magnetically suspended control moment gyro (DGMSCMG) [
4]. Zhang L et al. established a dynamic model of a small MSCMG gimbal and studied the adjustable range of AMB stiffness under stable conditions, the relationship between support stiffness and attitude control torque accuracy, as well as the adjustable range of AMB control parameters [
5]. Liang T et al. developed a system model to describe the translational and rotational motion of an AMB-suspended rigid rotor in an SGCMG onboard a rigid satellite, which strictly reflected the motion characteristics of the rotor by considering the dynamic and static imbalance as well as the coupling between the gimbal’s and the rotor’s motion on a satellite platform [
6].
The AMBs-flywheel system is a complex variable multi-coupled nonlinear system, whose complexity is further compounded by unbalance, gyroscopic effects, and external loads, particularly when rotating at high speeds, necessitating a highly sophisticated controller design to actively control and compensate for the adverse impact of the gyroscopic effect on stability, effectively addressing precession and nutation instabilities. Moreover, considering dynamics, rotation accuracy, and stability requirements, controller parameters play a crucial role in determining stiffnesses, damping characteristics, and dynamic responses. By incorporating displacement and velocity cross-feedback mechanisms into control strategies, nutation and precession can be effectively suppressed while ensuring sufficient modal damping [
7]. Additionally, combination with a notch filter allows for effective suppression of the flexible mode.
The dynamic characteristics of AMBs are not only related to structural parameters, but also to adopted control strategies and parameters. The controllable performance of AMBs can effectively address the issues of dynamic mismatch commonly observed in traditional bearings. By employing appropriate control strategies, the controller enables real-time vibration control. The selection of a suitable controller is closely associated with both static and dynamic AMB characteristics, as well as rotational accuracy and braced forces.
Currently, the most commonly utilized control strategy in engineering applications is the PID control algorithm, particularly for rigid rotors. However, as to flexible rotors, given the uncertainty of parameters, the PID control capacity to resist significant unknown disturbances weakens [
8]. Therefore, the improved PID controllers, such as H∞ controllers [
9], μ controllers [
10], sliding mode controllers [
11], fuzzy control algorithms [
12], genetic algorithms [
13], neural network controllers [
14], LQG controllers [
15,
16], etc., have gained widespread attentions.
In practical applications, control strategies not only require consideration of system stability but also take into account the rotor unbalance. Due to the material non-uniformity and machining errors, an unbalanced mass exists in the rotor, resulting in synchronous unbalanced vibrations and corresponding control currents. There are two major strategies for AMB unbalance control, unbalance compensation, and automatic balancing algorithms.
The unbalance compensation algorithm, also known as the zero-displacement control algorithm, has wide applicability to occasions of high rotation accuracy. Based on coefficient identification, it is relatively straightforward and effective, including adaptive identification [
17], variable step size iterative search algorithm [
18], beetle antennae search algorithm [
19], and others, which exhibit good convergence and anti-interference properties. However, these algorithms typically require significant computational resources during signal processing phases. Therefore, Zheng et al. [
20] proposed a novel iterative learning control algorithm which enhances control instantaneity by concurrently operating control strategy and signal extraction algorithm in parallel. Xu et al. [
21] introduced a compensation control algorithm established on the combination of a first-order all-pass filter (APF) and the synchronous rotating frame (SRF) algorithm, demonstrating its efficiency in significantly reducing unbalance vibration while ensuring excellent stability. Disturbance observers [
22] are frequently employed in the unbalance compensation control, while dependent on the system model. Under high-speed conditions, generating high-frequency compensation currents for unbalance compensation tends to induce power amplifier and actuator saturation. Consequently, high-speed unbalance control primarily relies on automatic balancing.
The automatic balancing control, also known as the zero-vibration power control, is suitable for applications with smooth operation and minimal external force transmission. Given its simplicity and practical advantages, the adaptive notch filter (ANF) has been widely adopted, making it the most mature and effective method currently available. To address instability at low speeds caused by the notch filter in the closed-loop system, Gong et al. [
23] proposed a 4-factor polarity switching control algorithm. To ensure stable operation over a wide speed range, Liu et al. [
24] designed a phase compensator which can be adjusted according to the speed. Li et al. [
25] developed a dual-input notch filter based on the orthogonal characteristics of displacements in both
x and
y directions to effectively track and suppress multi-frequency interferences associated with harmonic vibrations. Peng et al. [
26] introduced a feedforward compensation considering the phase lag of power amplifier, which eliminated residual synchronous components to maximize synchronous vibration suppression. Considering uncertainties in operation parameters, Hu et al. [
27] proposed an online closed-loop parameter identification method for zero-vibration dynamic control to enhance control accuracy. Xu et al. [
28] designed an adaptive regulator to mitigate adverse impacts on feedforward compensation induced by variations in working conditions such as temperature.
As for the flat rotor with severe gyroscopic effect, the utilization of a PID controller in combination with a cross-feedback notch filter [
29] or the state feedback combined with a disturbance observer [
30] can be adopted to achieve unbalance vibration suppression in the full speed range with the consideration of coupling. Additionally, research studies have also been conducted on algorithms such as robust control [
31], unbalance identification [
32], and second-order repetitive control [
33]. However, most of these approaches suffer from poor practicality and are challenging to implement in industrial applications. Furthermore, many of the algorithms necessitate precise rotational speeds. Actually, limitations imposed by size, structure, cost constraints, and other factors often restrict the installation of speed sensors, thus requiring the unbalance control with the capability to estimate rotational speeds.
3. Control Strategy
3.1. LQR Controller
The linear quadratic regulator (LQR), as a centralized control method, fully considers the interdependence of each DOF. Based on Equation (25), it is assumed that
. The augmented form of state equation can be derived as follows:
in which
The optimization of the performance index function is truly the core of the algorithm. The linear quadratic performance index function is as follows:
The
Q matrix is a non-negative definite symmetric matrix, and the
R matrix a positive definite matrix. The first term in the integral expression reflects the requirement for minimizing the controlled quantity or maximizing its decay rate, and the second term reflects the constraint on control energy. Consequently, the optimal feedback control which satisfies the minimum value of the performance index function can be obtained as follows:
in which,
F denotes the optimal feedback matrix, and
P the solution of the Riccati matrix equation, which is the following:
As to only the rigid mode, it can be reasonably optimized by ensuring that the number of output signals is greater than or equal to the variable one. Consequently, a comprehensive observation of the flywheel status can be achieved.
LQR requires solving the problem of selecting two weighted matrices for the objective function: one denotes bounded constraints on the control quantity U, while the other ensures the coordination among internal weights of performance indicators. The former reflects physical limitations imposed on the input U, and adjustments in damping ratio can be made through the allocation of the internal weight in the performance indexes.
3.2. Static-Suspension Controller
In the initial stage of controller design, it is challenging to design directly a high-performance controller due to the lack of precise parameters. Typically, the first step involves designing a controller that achieves static and stable suspension. Based on the frequency identification through sweeping, specific information is obtained to meet the actual requirements of a high-performance controller. Therefore, the static suspension controller is designed by combining theoretical and experimental analysis in an iterative optimization process.
The design of a low stiffness system controller is based on the principle of minimum control energy. The
R matrix is set to the identity matrix, and the
Q matrix is selected as follows:
By selecting the appropriate
Q matrix, the optimal feedback matrix is obtained as below:
The optimal feedback matrix reveals that radial orthogonal DOFs are decoupled in the absence of gyroscopic effect when the rotor speed is 0. The displacement, velocity, and integral terms significantly outweigh the cross term. To achieve stable suspension, a decentralized PID controller is employed. An exemplary PID controller is as follows:
The ideal PID controller is converted into a practical and implementable one with a transfer function as follows:
The actual suspended states can be observed in
Figure 4.
The static suspension cannot be satisfactorily achieved solely through a distributed PID controller designed for an ideal model. It is evident that the vibration primarily originates from the structural mode near 370 Hz, necessitating effective suppression.
3.3. Notch Filter
Given the aforementioned results of the system identification, the structural modes with intermediate frequency are observed, which are motivated by the lower cover shell and the connecting parts with support bolts. However, in the LQR controller design, no consideration was given to these structural modes which can be excited during high-speed operation. Additionally, the high-frequency noise signals can also stimulate this mode leading to increased vibrations. The amplitude of vibration at the structural modal frequency is determined by its corresponding gain. Therefore, effective suppression of structural modal vibration can be achieved through reduction of the gain via controller design strategies.
To address this issue specifically for a frequency of 370 Hz, a notch filter was designed utilizing a Chebyshev II band-block filter.
3.4. Zero-Pole Phase Compensator
The principle behind the zero-pole phase algorithm lies in shaping the phase to enhance the damping ratio at the mode frequency. For each
ith structural mode, a phase compensator is employed:
in which,
and
* are conjugate values, and
and
the zero poles of the phase compensator, respectively. The specific compensators are illustrated in Equations (38) and (39):
Given the structure mode operating at a frequency of 370 Hz, the center frequency for phase compensation is determined to be 370 Hz. The bandwidth in Equations (38) and (39) are specified as 40 Hz and 80 Hz, respectively.
With the increase of the bandwidth, the damping increases, while the gain of the low frequency band of the amplitude–frequency characteristic curve gradually increases before the peak of the phase frequency wave. Therefore, the selection of bandwidth needs comprehensive consideration.
3.5. Cross-Feedback Controller
The centralized controller was designed using the LQR algorithm, resulting in obtaining optimal feedback matrix elements for displacement and speed cross-feedback terms. Compensation for the gyroscopic effect was achieved by introducing a cross-feedback channel in addition to the distributed PID controller. The parameters remain unchanged from those of the static-suspension controller. The optimal feedback matrix calculated by LQR at 400 Hz remains as follows:
The specific speed of the rotor induces non-zero displacement coupling terms (F(1,3), F(1,4), F(2,3), F(2,4), F(3,1), F(3,2), F(4,1), F(4,2)) and velocity terms (F(1,7), F(1,8), F(2,7), F(2,8), F(3,5), F(3,6), F(4,5), F(4,6)) in the feedback matrix due to the gyroscopic effect at high speed. These values are comparable to the displacement and speed feedback terms, respectively.
Figure 5 illustrates a practical decentralized PID controller with a cross-feedback channel. The LQR algorithm can serve as a basis for parameter selection in the decentralized PID controller coupled with cross feedback. The step response at a speed of 400 Hz is shown in
Figure 6, revealing an observed instability caused by nutation. Through effective cross feedback, it is possible to suppress nutation vibration and achieve an improved stability margin.
3.6. Unbalance Controller
3.6.1. Automatic Unbalance Controller
Rotor unbalance arises from variations in quality, material, machining, and assembly errors. Even a minor residual unbalance can significantly impact the system at high speeds. Unbalance control reduces synchronous excitation to enhance stability and effective capacity of AMBs while minimizing power consumption. The automatic unbalance control strategy capitalizes on controllable stiffness and damping to prevent controller response to synchronous displacements. It enables the rotor to rotate around its inertial principal axis and ultimately achieve force-free operation while eliminating external transmission.
To eliminate synchronous disturbances effectively, corresponding signal resonances should be suppressed at input points. The automatic unbalance controller and the original PID controller operate on different time scales, effectively functioning independently of each other. The control strategy eliminates rotor-induced synchronous interference with the base and enables rotation around the inertial principal axis.
Accurately determining the gain and phase of rotor unbalanced vibration is crucial for designing a high-performance unbalanced controller. By constructing a synchronous filter that ensures stability of the closed-loop system, it is possible to minimize synchronous current while striking a balance between stability and trap depth.
3.6.2. Base Vibration Suppression Controller upon Axial Force-Free Control
During acceleration experiments, the automatic balancing control was applied to the radial end. However, when accelerated to a certain speed, severe axial vibrations occurred between the axial end and the base, inducing system instability. Real-time detection reveals that while synchronous current at the radial end has been filtered out completely, significant synchronous periodic vibrations are observed at the axial end along with a sharp increase in both axial displacement and control current. Consequently, the automatic balancing control for radial ends fails to meet the requirements of the AMBs-flywheel.
To address the issue of axial vibration, a control method was proposed to eliminate axial forces at the base, effectively enhancing system stability and ultra-stationary operation. The simultaneous periodic vibrations primarily stem from mass unbalance and geometric errors in the displacement sensor reference surface. During dynamic balancing, limitations in accuracy result in unavoidable residual unbalances. Additionally, factors such as sensor noise, natural modes of vibration, assembly errors, nonlinearity of electromagnetic field, and other disturbances can impact position adjustment stability and power consumption.
In the case of external-rotor flywheels, when there exists a certain range for both vertical accuracy of the axial datum plane and rotational axis alignment, geometric errors induce additional base vibrations whose amplitude is determined by residual unbalances and geometric inaccuracies. The displacement sensor is highly sensitive to the quality of the rotor surface. In the case of small probes, additional control algorithms are required to compensate for geometric errors such as surface roughness, roundness, unbalanced displacement, and straightness error. Direct measurement of axial displacement signals in external rotors is not possible, while only being obtained through differential sensors installed at each end. Due to geometric errors, it is challenging to fully guarantee perpendicularity between the axial measurement surface and the rotating axis. The geometric relationship between the ideal and actual conditions is illustrated in
Figure 7 and
Figure 8.
The schematic diagram of the actual structure is elaborated in
Figure 9 and
Figure 10.
r denotes the radial displacement, and
h the axial displacement. Axial displacement sensors A and B are arranged in a differential configuration. The angles between the axial measurement surface and the horizontal direction are denoted as
α1 and
α2, respectively. Given the geometric error of the axial measurement surface:
When , the radial coupled disturbance is eliminated correspondingly, there remaining only axial components in the measured signals. However, when , the radial coupled disturbance is involved, which will have an impact on the axial control.
- (2)
In this scenario, the occurrence of radial coupled disturbance is inevitable. The axial control is undeniably influenced by radial unbalanced responses. Due to high precision of machining, α1 and α2 are typically quite small, usually less than , accompanied by additional axial vibration. The rotor rotates around the principal axis of inertia through the radial automatic balancing control, resulting in synchronous components in the radial signals due to unbalance. Given differential structures of axial sensors, complete decoupling between axial and radial signals cannot be achieved due to limitations in structural accuracy. Consequently, the final axial signals consist of both axial displacement signals and coupling radial ones.
An axial unbalanced control was implemented. A 5-DOF automatic unbalancing control was realized, in which the rotor rotates around the inertial principal axis without eliciting synchronous responses from the axial controller or transmitting corresponding synchronous axial forces to its base.
5. High-Speed Stability Experiments
Stability experiments were conducted to validate the entire system. The operating conditions are divided into four types:
- (1)
The outer frame remains stationary while the flywheel accelerates from a standstill to its rated speed
- (2)
The outer frame is locked while the flywheel rotates at its rated speed
- (3)
The flywheel maintains its rated speed while the frame rotates at a set angular speed
- (4)
The outer frame is locked while the flywheel decelerates from the rated speed to a standstill.
The maximum angular momentum of the AMBs-single frame moment gyroscope is 85 Nm·s. Stable operation of the flywheel is achieved at 500 Hz with a potential for further improvement.
Output torque experiments were conducted to evaluate high-speed stability and analyze the influence of the frame speed on the rotor orbits and control currents. Additionally, actual maximum output torque under different frame speeds was also determined.
5.1. Maximum Output Torque with Limitation of Gravity and Magnetic Saturation Restriction
The magnetic forces exerted on the rotor in the
x direction can be described as
Fx1+,
Fx1−,
Fx2+, and
Fx2−. The maximum capacity of a single electromagnet can be calculated as follows:
in which
Aa denotes the area of the poles,
Bmax the maximum magnetic flux density, and
the permeability of vacuum. When a silicon alloy transformer sheet is selected, the recommended maximum magnetic flux density is
Bmax = 1.5 T, and the maximum capacity
fmax = 198.23 N. The forces are analyzed as follows when the flywheel is in a stable suspended state:
The theoretical maximum capacity for each individual magnet is
fmax, and the corresponding maximum output torque is as follows:
In the actual experiments, magnetic bearings were required to counteract the influence of gravity. The stable operating points differ from those in the actual space environment. Gravity diminishes the effective value of the output torque, as depicted in
Figure 31. The output torque increases correspondingly in a weightless environment. The experiments on output torque were conducted on the ground, resulting in partial consumption of electromagnetic force by rotor gravity and further limitation imposed by magnetic saturation.
5.2. High-Speed Stability Experiment
The flywheel accelerates to the rated speed of 500 Hz and maintains stable operation, while the outer frame rotates at varying angular speeds. The orbits of the rotor and the radial displacement spectrum are depicted in
Figure 32.
The experimental results demonstrated that increasing the frame speed does not significantly impact the rotor orbits, thereby confirming the superior robustness and anti-jamming capability of the AMB control system. The dynamic stability of the high-speed flywheel with AMBs was validated, enabling precise spacecraft posture adjustment through high-precision output torque.
5.3. Dynamic Experiments of Output Torque
The flywheel was accelerated to a specific speed and maintained stability. The frame was propelled to rotate at varying angular speeds, while recording the radial AMB currents at each DOF. As mentioned above, when only the steady-state response is considered, there is no relative motion between the rotor and the frame in the y direction. The external output torque was generated by electromagnetic force in the x direction.
In actual output torque tests, due to minimal changes in
y-direction current, only the
x-direction current was discussed. By gradually increasing the frame speed until magnetic saturation occurs, the characteristics of output torque during acceleration up to the rated speed were studied correspondingly.
Figure 33 and
Figure 34 depict variations in the
x-direction current corresponding to frame speed as the flywheel accelerates to 100 Hz and 200 Hz, respectively.
The control currents vary with the speeds of both the flywheel and the outer frame. It was demonstrated that the flywheel can be stably suspended even when rotating at high speeds. It is assumed that rotor displacements remain constant. The magnetic force was calculated as fx = kii − kxx, Fx1 = fx1+ − fx1−, Fx2 = fx2+ − fx2−. The current of each DOF in the bearing can be characterized by the corresponding magnetic force.
When the flywheel rotates at a stable fixed speed, the speed of the frame is gradually accelerated until reaching magnetic saturation. The dynamic characteristics of the output torque are as follows:
- (1)
The output torque is relatively small at low rotational speeds of the frame. The magnitudes of magnetic forces
fx1+ and
fx2+ are greater than those of
fx1− and
fx2−. Consequently, the resultant magnetic forces at both ends of the rotor are in the positive direction along the
x-axis, as depicted in
Figure 35a. Most of the magnetic force provided by the AMBs is utilized to counteract gravity, with only a minor portion contributing to external output torque
- (2)
As the rotation speed of the outer frame continues to increase,
Fx1 keeps rising while
Fx2 decreases until reaching zero, as shown in
Figure 35b. At this point,
Fx2 = 0, the rotor is only propelled by
Fx1, the magnetic force provided by the AMB 1, which remains in a cantilever state
- (3)
The external output torque further increases with an acceleration in frame speed.
Fx1 increases positively along the
x-axis direction while
Fx2 decreases negatively, as illustrated in
Figure 35c. The resultant magnetic forces at both ends stimulate forcibly rotor rotation. The majority of the magnetic forces contribute in providing output torque while a smaller portion counteracts gravity.
The dynamic characteristics of the output torque align with the aforementioned theoretical analysis. The output torque exhibits a numerical proportionality to both the speeds of the flywheel and the outer frame. Furthermore, an increase in polar moment of inertia results in a corresponding increase in output torque. The magnetic forces are primarily responsible for generating the output torque. The maximum capacity directly determines the magnitude of the output torque.
5.4. Ultimate Performance Experiments
The flywheel was accelerated to various speeds and maintained stability. Simultaneously, the gimbal speed was increased to its maximum until the rotor exhibited violent oscillations. The actual utilization rate of output torque
can be evaluated by the following:
The actual utilization rate and the maximum gimbal speed are depicted in
Figure 36, respectively. It was realized that the flywheel rotates at the rated speed of 500 Hz, achieving a utilization rate of 74.95% and a maximum gimbal speed of 3.5 deg/s.
The stable working points observed in ground experiments and their corresponding results differ from those obtained in the real space environment. The presence of gravity reduces the effective value of the output torque, while under conditions of weightlessness the output torque will increase accordingly.