1. Introduction
A linear actuator is a device that converts rotary motion to linear. Applications demanding high force, precision, and high-speed performance are met by utilizing devices such as tubular linear actuators. Linear actuators are used in various industrial machinery, machine tools, valves, dampers, and computer hardware. Magnetic Linear Actuators, or MLAs, are devices where the mechanical power transmission is replaced by a magnetic arrangement which actuates the mechanism. MLAs have a broad range of applications including offshore oil and gas production, transportation, manufacturing, automation, aerospace, military, and healthcare systems. The primary benefit of MLAs includes clean, oil-free operation, high force densities, lag-free operation, and high reliability [
1,
2,
3]. MLAs minimize fatigue loading while creating minimal noise generation during operation. Additional MLA applications are presented in [
4] where the linear drives control the motion of a load directly, and passive magnetic bearings and magnetic couplings support the flywheel rim. MLAs have also been recently proposed for wave energy harvesting [
5,
6].
MLAs emerged as a provider of high-density force when the replacement of conventional magnet arrangements with Halbach Array was explored [
3,
7,
8,
9,
10,
11,
12]. The Halbach Array is a spatially rotating pattern of permanent magnets that augments the magnetic field on one side of the array while almost nullifying the field on the opposite side. Wang et al. [
10] devised a general framework for high density linear electromagnetic actuators, presenting the design of tubular linear magnetic machines. This work led to investigations focusing on smaller embodiments used for applications, such as in artificial heart devices [
3,
7,
10]. The concept was adapted for linear actuators comprised of a ring and shaft embodiment where the magnetic arrangement was helically wound around the shaft and on the inner side of the ring structure [
5]. Considering the magnetic field interactions between a magnetic ring and a magnetic shaft along with the thrust force generated within the system, these studies employed Halbach Array designs [
2,
3,
8,
10,
12,
13,
14,
15], deviating from the radially magnetized permanent magnet-based work of Wang et al. [
7]. The analytical modeling studies used equivalent current based approaches to calculate the thrust force due to the magnetic interactions in the ring and shaft framework [
7,
10].
Conventional radial MLAs have been modeled in [
5,
7,
8,
9,
15]. The present paper presents an advancement to that knowledgebase by using segmented magnets instead of conventional magnets, which focuses the magnetic flux in the active working region (the airgap) and reduces flux in the inactive passive region (the back iron). Physics-based models of linear actuators consisting of segmented permanent magnets are developed in this study which are superior to conventional radially oriented magnets in terms of producing higher flux density in the active region, thereby producing higher thrust force [
2,
3,
4,
12,
16,
17]. This high force segmented MLA has potential application in artificial heart technology [
3,
15], with remarkable servo characteristics, absence of static fatigue loading, and frictionless and noise-free mechanism. Segmented MLAs produce high force density based on a ring and shaft framework, using magnetic coupling to convert rotary motion into linear motion by direct linear magnetic-mechanical energy conversion [
6]. The segmenting of the magnets, called the Halbach Array when the segments are uniformly sized, configures a high thrust force linear actuator, which has a stronger magnetic flux concentration towards the air gap region [
13,
16,
18]. The sinusoidal behavior of the magnetic flux makes it a well-controlled device with reliable servo characteristics [
4,
19] and dynamic performance, and the fewer magnetic losses increase workability and applicability of the system.
A subdomain model for the segmented magnetic arrangement is developed in the present work based on scalar potential theory [
20]. Analytical models for predicting the magnetic field for rectangular permanent magnets, which was based on conventional magnets, led the way to modeling segmented magnetic arrangements by breaking down the magnetic field due to the Halbach array arrangement into the axial and radial components [
7,
10,
17,
21,
22]. The segmented magnetic arrangement on the ring is represented as equivalent surface distributed currents [
10,
17,
22] for the development of the magnetic thrust force model for a single pole, which consists of a radially magnetized segment and an axially magnetized segment. With the interactions of the magnetic field produced by the magnets on the shaft and the equivalent surface distributed currents, the thrust force on the ring is calculated using a surface integration of the cross product of the surface current density and the respective magnetic field [
5,
7,
10,
17].
Previous analytical models based on conventional magnets have been presented for small dimensional applications by calculating the thrust force acting on a single pole of magnets on the shaft. Then, the system thrust force would be calculated by multiplying the single-pole force by the number of the active poles in this ring and shaft system. However, upon thorough investigation of the same embodiment at different sizes, magnetic losses, such as edge losses, were found. This was due to the gradual mitigations of magnetic flux on both ends of the shaft, which were not negligible when the dimensions of the ring and shaft were larger than the small dimensional applications such as in [
3,
7]. An interaction effect of the magnetic flux was also observed, where the magnetic flux magnitude was not consistent for all the poles. Thus, without accounting for such edge losses, previously published works and analytical models could potentially over-estimate the thrust force provided by the MLA, especially for larger dimensional applications with same number of magnet poles, where the interaction effect is also significant. Therefore, it will be necessary to correct and re-calibrate the thrust force calculation of the MLA, considering such losses. In the presented study, it was found that these losses are proportional to the ratios of dimensions such as air gap over lead length, lead over magnet thickness, etc. These losses result in a decrease in magnetic flux density and, therefore, the thrust force, due to the magnetic poles at the edges and the magnetic flux interaction losses in the magnetic poles away from the edges. These losses were modelled by utilizing the FEA results as a database, fitting the losses into one model and combining with the subdomain model to estimate the thrust force for which the detailed study is presented in the further sections. To account for multiple active poles, an original pole correction factor is introduced in the present work. The normalized pole correction factor is then derived as a multiplicative variable to better understand the implementation of this model. This also accounts for the magnetic losses and for the variations in the magnet ratio of the segmented magnet arrangement. The mathematical model is validated using finite element analysis in Ansys electronics desktop 2020R2, and the results of Ji et al. [
3] were compared for validation.
Section 2 of the paper presents the mathematical models and the derived equations. It includes the derivation for the magnetic flux density for the segmented magnetic arrangement and the thrust force calculation using the equivalent current based approach for the magnetic interactions on the ring and shaft framework.
Section 3 presents the development of the pole correction factor, modeling for the edge losses and interaction losses, and
Section 4 presents the results based on the derived models and validation with FEA results on a set of design parameters.
Section 5 is the conclusion of the paper.
3. Pole Corrections Calculations
After analytically calculating the thrust force experienced by one pole of the ring in an infinite long array without any losses, to calculate the total thrust force experienced by the ring, the force on one pole is multiplied by the number of poles as seen in previous works [
3,
7]. This is the methodology used in previous works with the conventional magnetic arrangement, as the error would be negligible for an MLA with a large number of poles and small embodiments of the ring and shaft framework [
3,
7].
However, upon further investigation on various ring-shaft systems of varying dimensions, it was found that not all of the active poles contribute to the thrust force calculations equally. Thus, simply multiplying with the number of active poles could potentially over-estimate the thrust force of the system because the poles on both ends of the ring and shaft system were not contributing to the flux field as were the poles in the middle.
A multi-pole MLA with segmented magnetic arrangement in vacuum illustrates the flux density plots in
Figure 6 for one shaft. The axial flux density and the radial flux density plots indicate that the poles at the edges contribute lower resultant flux than the poles at the center of the ring-shaft system. This is due to the magnetic flux losses at the ends where for the segmented magnetic field lines; there is no further magnetization field to connect to and, thus, in a way it mitigates gradually. For these edge conditions and observed interaction conditions, an analysis was conducted to quantify the losses under different conditions, such as positioning, dimensional variations, changing the air gap, and increase of the number of active poles.
The same conditions are seen when the model is tested with different sizes for ring and shaft, with segmented magnet array, and with different number of active leads. For a longer actuator with a higher number of leads, the edge losses may extend to other poles that are farther away from the edges, towards the center of the embodiment. In some cases, significant losses in magnetic flux appeared in more than three poles away from the edges, compared to the flux of the poles at the center. Since the shaft in this study has fewer magnet leads compared to the ring, the edge conditions present themselves on the edges of the extreme ends of magnetic arrangement on the shaft. If the ring has fewer number of magnetic leads than the shaft, then the ring will present these edge conditions instead, as the fewer magnetic leads on the ring interact with only a few numbers of magnetic leads on the shaft.
In a multi-pole magnetic flux plot for the interacting ring and shaft arrangement, it can be observed that the peaks of the resultant magnetic fields of the arrangement, for each individual pole, do not remain consistent with the maximum flux peak obtained during the interaction, as calculated by the single pole calculations from the subdomain model under ideal conditions. This constitutes the observed magnetic interaction effect, presented in
Figure 7.
It should be noted that these observed interaction effects, together with the edge conditions, are collectively called the magnetic Flux Effects, which can only be modeled via FEA.
A visual representation of the observed interaction condition is presented in
Figure 7. The observed interaction condition remains the same whether if the ring or the shaft have higher relative number of leads with respect to each other and increases with increase in number of poles directly.
To account for these magnetic Flux Effects, or losses, the Pole Correction Factor (
) is introduced and subtracted from the total number of poles
engaged between the ring and the shaft, and the following expression is employed
Equation (34) can be written as
where,
is the result from the FEA modeling for a system with
number of poles and
is calculated analytically for one pole as explained in (33). The pole correction factor
Pc accounts for the correction of poles required to predict the accurate result.
To account for these losses in the flux density and to formulate a robust mathematical model, systematic analysis of the data was conducted to reproduce the actual edge conditions and interaction conditions analytically.
For this analysis, varying dimensions, such as different air gaps, segmented magnet lead lengths and thicknesses of the magnet and the back-iron, were considered and analyzed via the Finite element analysis. The FEA modeling was conducted in Ansys electronics desktop 2020R2, where the ring and shaft embodiments were simulated to produce the results for the net thrust force exerted by the ring on the shaft. The solution convergence is determined at less than 1% energy error in Ansys Maxwell. The results were compared with the resultant thrust force, calculated analytically per pole, using the model presented above. The variations noted, with different physical aspects in view, and the geometric ratios were considered. Using the Buckingham π theorem, all sets of possible non-dimensional geometric ratios, or π groups, were studied for parametric model identification of these losses in the system.
Using the π groups to analyze the variations in the analytical result and the FEA result, with respect to the variations in these π groups, a linear regression model was calculated iteratively for calculation of the losses using a combinatorial iterations methodology, assessing different combinations of the non-dimensional π groups produced earlier. The number of dimensional parameters needed to fulfill this analysis were iteratively selected, and each of these non-dimensional π groups represent ratios of dimensional parameters from the gathered data. The developed formulation accounts for the losses that were prevalent in all the three-dimensional embodiments assessed in this study. Using , which accounts for the correction of poles required to predict the accurate result and therefore, is a parameter for losses correction; a normalized correction factor was developed and assessed iteratively with the π groups discovered before.
The formula that was generated that included the non-linear relationship of the Actual Pole Correction Normalized factor, called .
Equation (34) can be re-written as
For number of leads, the number of poles, , is equal to twice the number of leads, i.e., .
The variation in the losses with the varying
π groups is narrowed down iteratively to the
π groups having the most influence on this estimation, presented in
Table 1. This was accomplished by minimizing the percent error between the actual value (FEA) and the estimate, iteratively via parametric model regression of the Estimated Pole Correction Normalized factor,
, with respect to the different
π groups. An error histogram is presented in
Figure 8.
The value for
was calculated as:
where
is the residual model for varying magnet ratios from greater than 0.5 to a magnet ratio of 0.8 and is given as:
Therefore, the thrust force for
number of poles system in
Table 1, given below, is analytically calculated as:
where
is the single pole thrust force given by (33).
This model was used to calculate the value of thrust force exerted by the shaft onto the ring, accounting for the edge conditions and the interaction conditions, and was validated for different embodiments with different dimensions and magnet grades via Finite Element Analysis. Out of the 650+ FEA studies conducted for this study, 368 cases were used for validation of the model concerning manufacturable embodiments of the MLA. Prediction accuracy will tend to be an overfit if more cases are used for calibration than used in the study. In the presented investigation, the range was set for the modeling parameters to prevent any non-practical geometry dimensions of the MLA system. This model is calibrated for the range presented in
Table 2.
The limits for
π1 and
π4 ensure that the three-dimensional embodiment is not a superficial design where the shaft is too thick or too thin relative to the magnet thickness. The limits of
π2 ensures that the airgap is not too large relative to the lead of the magnetic arrangement. The model has been calibrated to a maximum value of 2 mm for airgaps; anything more shall only deteriorate the efficiency of the MLA system and is not a good practice. Among the validation dataset, the maximum error between
from (36) and the obtained
from (37), was observed to be 5.6%, as shown in
Figure 9. The 5.6% error for a case with 2mm airgap and a 5.1% error for a case with 0.8 magnet ratio—two scenarios at the boundaries of the ranges presented in
Table 2.
The derived model has been validated for different Neodymium Iron Boron magnet grades [
25].
The properties of different magnet grades are presented in
Figure 10. Magnets with various grades as listed have been employed in the MLA system force modeling, which have been validated by FEA simulations. The percent errors of the model estimate compared to the actual force results (via FEA) were all under 5%.
Another term from the
calculations that can be obtained is the utilized magnet efficiency, or the magnet volume efficiency in the MLA system, corresponding to the utilization and performance of the system with respect to the magnetic material volume present. From (36):
where,
is the ratio of the pole correction required over the total number of poles in the system. In MLA scenarios with lower
, the edge loss of the magnetic flux would be less significant, and therefore, the loss of the thrust force is less compared to the cases when
is high. In such case, the utilization of magnets in the MLA system becomes more efficient to generate the thrust force, which causes a high magnetic utilized efficiency. In this study, (37) presents the estimation of
, based on the beforementioned
π groups, as
. Therefore, this magnet volume efficiency of the system depends directly upon
and is given by:
4. Results and Validation
Following the formulation of the analytical expression for the magnetic flux, the thrust force calculations and the identification of edge conditions, and the interaction conditions based on the ratios π1 (λ /Rm1) and π3 (λ /t), the validation of the entire computed model was conducted by finite element analysis in Ansys electronics desktop 2020R2, restrained to solution convergence at less than 1% energy error. An MLA system example is analyzed here, calculating the maximum magnetic thrust force, with analytical calculation (no flux loss), the present model (with flux loss), and FEA simulation, respectively.
Consider the MLA dimensions and parameters in
Table 3, for which the results from the analytical model and the FEA are presented and compared below.
From
Figure 11, there are three leads or six poles that are active at a time and are responsible for exerting force. The poles at the edges are the lesser contributing participants in the equivalent current-carrying coil system. The poles other than at the edges have inconsistent interaction losses, which are not visible in the equivalent current-carrying coil system but can be visually seen in the magnet-to-magnet flux interaction plot in
Figure 7.
Figure 12 presents the individual magnetic arrangements on both the shaft and the ring, which are helically mounted on the outer surface of the shaft and the inner surface of the ring, respectively.
From the FEA, the 2D magnetic field distribution is shown in
Figure 13 which includes both the ring and the shaft. This magnetic flux representation is in 2D because the 3D representation will be chaotic to visualize.
The figures below show the flux density calculations for the shaft from the analytical model, (18a) and (18b), as function of the axial displacement.
The wave forms for the magnetic flux density in the region of the air gap are presented above in
Figure 14 and
Figure 15 for the radial flux density and the axial flux density, respectively.
When the pole displacement is zero, or half the lead, the resultant thrust force is nearly zero. It is only when the pole displacement starts to rise from zero that the system experiences force due to the magnetic flux interactions among the various segmented array magnetic poles. The thrust force peak shown for one pole in
Figure 16 is achieved when the relative displacement of the ring with respect to the shaft, or vice-versa, is
, where
n = 1, 2, 3….
Figure 16 shows that the Peak Thrust Force (
) from (33) for a single pole is equal to 2278.19 N, which corresponds to one radially magnetized magnet segment plus one axially magnetized magnet segment, without accounting for any correction because analytically, no losses exist for a single pole under ideal conditions. Therefore, with respect to six poles, the net force should be equal to 13669.14 N without accounting for losses. The thrust force calculated using the finite element analysis is 10912 N. Thereby, analytical modeling without considering flux losses significantly overestimated the thrust force with presenting an error of 25.26%.
Using the present model with flux losses considered, the thrust force could be calculated from (39),
The analytical prediction from the presented model with losses has an error of about 2.28% with respect to the FEA prediction of 10912 N. The magnet volume efficiency in this case is
=82.36%, calculated using (40). Results are summarized in
Table 4.
In a design optimization process considering force requirements and dimensional constraints for MLAs, the iterations required for design optimization would be large in number. Usually, for each iteration, an FEA analysis would need to be conducted. This could result in potentially running FEA several times, as many as the iterations in number. However, using this study, the results from (39) and (40) can be used to determine the optimality of the current design iteration and be compared with other iterations by running the model in a loop. The result with the highest thrust force with respect to the same magnetic volume, i.e., the design with the highest efficiency, is the optimum case, and can be validated using FEA and experiments. Fewer FEA validations are required, if not just one, to find the best design, based on given dimensional and force constraints, saving time and expenses required for such an optimization problem.
5. Conclusions
An analytical model for magnetic flux density and thrust force calculation has been developed for Segmented Magnetic Linear Actuators, based on a ring and shaft framework. The model established is based on magnetic scalar potential magnetic theory and the concept of equivalent currents and is used to predict the magnetic flux density and magnetic thrust force for a single pole in an infinitely long MLA under ideal conditions. The thrust force prediction for multiple pole systems was performed considering the edge losses and the observed interaction losses of the magnetic flux density on the framework and their resultant influence on the overall thrust force provided by the segmented MLA system. These losses, collectively called the magnetic Flux Effects, were thoroughly studied, and it was found that they are non-linearly proportional to the non-dimensional ratios of system geometric dimensions (, and ) and can only be modeled using FEA. A data driven
model was developed to estimate the correction factor for MLA force
calculation.
The data driven regression model, developed iteratively using these ratios, calculates the Normalized Pole Correction Factor,
, using the non-dimensional parameters for estimation of
, which, in turn, was derived from the Pole Correction factor (
) explored in this paper. Combined with the subdomain model, this hybrid model was validated using finite element analysis in Ansys electronics desktop 2020R2. The presented model is valid for the parameter restrictions presented in
Table 2, which has practically implementable and manufacturable ranges for various parameters, especially the varying magnet ratio from 0.5 to 0.8, which are the values where the segmented magnetic performance thrives and can be quantitatively analyzed by calculating the magnet volume efficiency (
).
A study example shows that compared with the high-fidelity FEA simulation, the analytical model without considering flux loss would significantly over-estimate the system thrust force by 25.3%, while the present model, considering flux loss, only has 2.28% error in predicting system thrust force.
The proposed model is useful in the design and optimization of a force dense MLA subjected to dimensional constraints and force requirements. The optimization of the geometrical variations and variations of the magnet ratios of the segmented magnets can be performed by using the model developed in this study, running it in a loop, and comparing the maximum thrust force and magnet volume efficiency for the variations, without the need for running many experimental trials or FEA studies for every iteration considered. The model has been validated using the FEA and produces less than 5% error between the calculated force and the actual force under the given dimensional constraints.
The developed subdomain models are applicable to lubrication free, segmented magnetic Linear Actuators, motors, and gear boxes. However, the edge effect and interaction effect calculations cannot be applied to all these potential applications in the same manner because these calculations were based on non-dimensional parameters and FEA data driven analytics. Further studies can be conducted for application of this framework in other engineering fields by recalibration of the model for the losses.