1. Introduction
Electro-hydraulic systems have been widely used in aerospace, robotics, and construction machinery due to the successful integration of the fast dynamic response, easy signal transmission and processing of electronics with a high work-to-weight ratio, and the infinitely adjustable speed of hydraulic systems [
1,
2,
3,
4,
5,
6]. As the key control element of an electro-hydraulic system, servo valves run through the control of the spool displacement to adjust the gap between the spool and the valve sleeve to achieve the control of flow and pressure [
7,
8]. Servo valves can generally be divided into direct-acting valves and pilot valves. Direct-acting valves are directly pushed by EMCs. Limited by the thrust of the EMC, direct-acting valves are generally used in low-pressure, low-flow applications. In order to overcome the influence of Bernoulli force and friction, as well as to realize the application in high pressure and high flow rates, it is necessary to convert and amplify the mechanical force of EMC into hydraulic pressure that can easily drive the valve spool through the pilot stage [
9]. The nozzle flapper valve and jet pipe valve are the two most common pilot stage servo valves [
10,
11]. Nozzle flapper valves and jet pipe valves control fast dynamic response and high accuracy and are widely used for various flight attitude control of aircrafts. The gap between the nozzle and the flapper of the nozzle flapper valve is approximately 0.025–0.1 mm, which is less resistant to contamination. The jet pipe valve is more resistant to contamination, but jet characteristics are not easy to predict [
12,
13].
A 2D valve based on a hydraulic servo-spiral mechanism was proposed by [
14]. The 2D valve concentrates the pilot and power stages structurally in the spool and drives the spool rotation through an EMC, and the rotation process changes the unique sensitive cavity of the 2D valve, thus generating hydraulic pressure to push the spool straight and achieve controlled flow and pressure [
15,
16]. By introducing the servo screw structure, the 2D valve greatly simplifies the structure of the servo valve and further improves the work-to-weight ratio.
As a bridge between the hydraulic part and the electrical part of 2D valve, the EMC is a crucial core driving element. The key of the EMC is the magnetic circuit in it, so the magnetic circuit modeling of the EMC has been a hot topic of interest among scholars. In [
17], a novel high-torque density hybrid pole array torque motor was proposed, and a fully parametric high-precision equivalent magnetic circuit model was established by considering the reluctance of the magnetic conductive material and the leakage of the excitation coil and permanent magnet (PM) material. In [
18], a high-precision equivalent magnetic circuit model of a non-uniformly slotted permanent magnet finite rotation angle torque motor was proposed. In order to establish an equivalent magnetic circuit model that can fully consider the magnetic saturation problem and armature response, the reluctance of the stator tooth tip section, PM poles and air gap region are divided relatively finely. In [
19], a generalized equivalent magnetic circuit model was proposed in the preliminary design of a toroidal winding finite-torque motor. This model takes into account the nonlinear saturation effect of the permeable material and represents the magnetic circuit as a function of the number of magnetic poles and geometry. In [
20], it was considered that the working air gap magnetic leakage is not constant, and a mathematical model of a torque motor with two working air gaps was developed in order to consider the air gap leakage flux that varies with the armature rotation angle. The FEM is also used to explain the existence of a linear relationship between the working air gap magnetic leakage and the armature rotation angle in a certain range of rotation angles.
In EMCs, cogging torque has long been a hot topic of interest for scholars because cogging torque can negatively affect machine performance [
21,
22,
23]. The cogging torque is generated because of the physical structure of the machine itself, and cogging torque causes pulsations in the output torque and brings vibration and noise. Scholars generally start from the structure of the machine itself and change the machine structure and structural parameters during the design process to weaken the cogging torque. In [
24], a closed-form analysis technique was proposed to analyze a table-mounted PM motor with fractional-slot concentrated windings, through which it was found that a suitable pole-slot fit can effectively weaken the cogging torque. Changing the pole arc coefficient of the motor can significantly affect the phase and amplitude of the cogging torque waveform. Analysis in [
25] showed the effect of different pole arc coefficients on the cogging torque waveform by means of Fourier series expansion. Appropriate dummy slots on the stator without inlaid windings can be useful for weakening the cogging torque. In [
26], the effect on the cogging torque when an auxiliary slot is added to the stator teeth is studied, and a calculation method to calculate the width of the auxiliary slot is given. A suitable tooth width can contribute to weakening the cogging torque. In [
27], the effect of different stator tooth sizes on cogging torque, torque pulsation, and cogging harmonics in a PM synchronous motor were investigated. Rotor eccentricity can lead to a significant increase in tooth slot torque. A novel analytical model combining the equivalent magnetic circuit method and subdomain valves was proposed in [
28] to predict the cogging torque of an eccentric surface-mounted PM motor with any combination of pole slots. In [
29], the effect of rotor eccentricity on the cogging torque of a PM motor with different pole-slot number combinations was investigated using the analytical model and FEM. It was found that the effect of eccentricity decreases significantly with the increase of the maximum convention of the number of poles and the number of slots. In [
30], the effects of dynamic and static rotor eccentricity on the electromagnetic performance of the PM motor, including the tooth slot torque and electromagnetic torque, were investigated.
Since the spool of a 2D valve moves directly while rotating, the EMC fixed to the 2D valve must have axial and circumferential degrees of freedom accordingly. The EMC for the 2D valve mentioned in [
31] combines a stepper motor with a fork mechanism to accommodate both axial and circumferential motions in order to adapt to the dual-degree-of-freedom motion characteristics of the spool. In [
32,
33], a new EMC is formed by combining a proportional solenoid and a non-contact magnetic levitation coupling to achieve torque transfer, linear and rotary motion conversion, and spool position feedback. In order to reduce the manufacturing cost of the spool by replacing the complex spiral groove with a simple rectangular groove, a new EMC was proposed in [
34]. This EMC is based on an annular air gap instead of the negative feedback function of the spiral groove, thus reducing the machining difficulty. In [
35], a magnetic circuit model of an EMC was developed, which considered the eddy current effect and calculated the eddy current resistance value by considering the skin effect. The structure principle of the EMC in this literature is similar to that of the EMCs in the touch-nozzle baffle valve and the jet pipe valve, where the PMs generate polarized flux, and the control flux generated by the coil interacts in the four air gaps to generate the differential torque that drives the armature rotation.
The 2D valve uses a servo spiral mechanism to convert the angular displacement of the spool into proportional axial movement of the spool. When the spool is in the circumferential neutral position, the spiral-sensitive groove in the servo spiral mechanism overlaps the high-pressure hole and low-pressure hole equally, and the spool is in the axial neutral position under the control of the servo spiral mechanism. When the spool deviates from the circumferential neutral position, the overlapping area of the spiral-sensitive groove and the high-pressure and low-pressure holes are not equal, the axial force of the spool is not balanced, and the spool cannot be kept in the axial neutral position. Therefore, it is necessary to ensure that the spool is in a circumferential neutral position in order to ensure that the spool is in neutral position when it is not in operation. Since the spool is firmly connected to the EMC rotor, it is critical that the EMC be adjusted in a neutral manner and with accuracy. Since the angular displacement and axial movement of the spool are proportional to each other, an EMC with a larger angular displacement can increase the spool stroke and increase the output flow rate, which is of great importance to the performance of 2D valves. In order to simplify the neutral adjustment method of EMC as well as improve its accuracy and increase the output angular displacement, this paper proposes a CPMLTM using the cogging torque.
This paper is organized as follows. In
Section 2, the structural principle of the CPMLTM is introduced. In
Section 3, the mathematical model of cogging torque of CPMLTM is established by Fourier analysis through the energy method. The effects of CPT shape and the slot opening coefficient on the cogging torque are investigated respectively. In
Section 4, the qualitative equation of electromagnetic torque of CPMLTM is derived first by using the equivalent magnetic circuit method under the neglect of magnetic resistance of magnetically conductive materials and various magnetic leakage. Then, the sensitivity of the electromagnetic torque of CPMLTM to each design parameter is analyzed based on orthogonal tests and through FEM. In
Section 5, a prototype of CPMLTM is fabricated and assembled, and a special test rig is built to measure the torque-angle characteristics, step response, and torque-current relationship curves of the cogging torque and electromagnetic torque.
2. Structure and Operating Principle
CPMLTM is the EMC applied to the 2D valve, so this paper first introduces the working principle of the 2D valve, whose spool has two degrees of freedom: circumferential rotation and axial reciprocation. These two degrees of freedom are non-interfering with each other. The working principle of the 2D valve is shown in
Figure 1. In the figure, P is the oil inlet, T is the oil tank, A and B are the working oil ports,
ω is the angular displacement. The spool shoulder has two holes of equal size: a high-pressure hole and a low-pressure hole. There is a spiral-sensitive groove on the valve sleeve; when the spool is in axial and circumferential neutral position, the spiral-sensitive groove overlaps with the high-pressure and low-pressure holes with equal area. There is a high-pressure chamber and a sensitive chamber between the spool and the sleeve. The high-pressure chamber is connected to the oil inlet and always maintains a constant high pressure; the sensitive chamber communicates with the high-pressure and low-pressure holes on the spool shoulder through the spiral-sensitive groove, and the pressure in the sensitive chamber is controlled by the hydraulic resistance half bridge composed of the spiral-sensitive groove, high-pressure hole, and low-pressure hole. Initially, the pressure in the sensitive chamber is equal to half of the pressure in the high-pressure chamber, the spool area at one end of the high-pressure chamber is twice the spool area at one end of the sensitive chamber, and the spool is axially balanced. When the torque motor inputs a counterclockwise angular displacement, the spool rotates and the overlapping area between the high-pressure chamber and the spiral-sensitive chamber increases. The pressure in the sensitive chamber increases, the axial force balance of the spool is broken, and the spool moves straight to the left axially. In the process of direct motion, the overlapping area of the spiral-sensitive groove and the high-pressure chamber gradually decreases, and the overlapping area with the low-pressure chamber gradually increases. Finally, the overlapping area of the spiral-sensitive groove and the high-pressure hole and low-pressure hole are equal again, and the spool reaches a new equilibrium position. Through the working principle of the 2D valve, we can find that the circumferential neutral position of the spool is very significant, and when the spool is in the circumferential neutral position with the torque motor rotor, the spool will be axially balanced.
The CPMLTM has degrees of freedom in both axial and circumferential directions, and its structure is shown in
Figure 2. The rotor shaft, PM, and shell are the components of the rotor assembly; the claw pole, the magnetic conductive sleeve, the coil, and its bone are the components of the stator assembly. The claw pole includes the upper claw pole with the same structure and the lower claw pole with the teeth facing downward, and the distance between each CPT is equal when the upper and lower claw poles fit together. The cavity formed between the upper claw pole and the lower claw pole is equipped with a coil skeleton wound with coils, and the coil skeleton and the claw pole are fit together by interference. The inner wall of the ring shell is uniformly provided with a plurality of PMs along the circumference, and the magnetic poles of two adjacent PMs are opposite in the radial direction. The PM of CPMLTM is 1 mm longer than the stator claw pole in the axial direction, and the PM always covers the claw pole during the axial movement of the rotor. Therefore, theoretically, the output electromagnetic torque of CPMLTM does not change when the axial relative position of stator and rotor changes. The air gap between the CPT and the PMs is the working air gap, and the radial spacing of the working air gap is always constant.
When the coil between the upper and lower claw poles is energized, axial magnetic flux will be generated in the upper and lower claw poles. The upper and lower CPT will be magnetized by the axial magnetic flux into S-pole teeth and N-pole teeth, respectively, as shown in
Figure 2b. The axial flux will be converted into radial flux in the CPT, and the converted radial flux will interact with the polarized flux generated by the PM in the working air gap, which results in an increased flux density in one part of the air gap and a decreased flux density in the other part of the air gap, which will cause the rotor to produce angular displacement under the differential action.
In order to explain the working principle of CPMLTM more concisely, the magnetic circuit between the stator and rotor can be simplified to the planar magnetic circuit diagram shown in
Figure 3. where N, S represent the magnetic poles of PM respectively. When the coil winding is not energized, only the polarization flux generated by the PM exists in the torque motor, and the polarization flux is shown by the red solid line; when the coil winding is energized, a control flux is generated in the torque motor, and the control flux is shown by the blue dashed line. The control flux and the polarized flux cancel each other in air gap ① and ③, and the flux density in them decreases; in air gap ② and ④, they superimpose each other, and the flux density in them increases. Under the differential action, the rotor produces a counterclockwise angular displacement
.
As an EMC for hydraulic valves, the accuracy and ease of their neutralization (alignment performance) is important to the performance of hydraulic valves and even hydraulic systems. The structure of a conventional moving-iron torque motor is shown in
Figure 4. The kinematic torque motor consists of a zero-adjustment screw, zero-adjustment spring, armature, limit block, PM, magnetic conductor, and coil. Like the CPMLTM, the moving-iron torque motor generates electromagnetic torque by driving the armature through the differential action of the polarization flux and the control flux. In terms of neutral adjustment, the moving-iron torque motor can be adjusted with the aid of four zero-adjustment screws and four zero-adjustment springs. When the coil is not energized, the armature is balanced only when it is in the absolute neutral position so that the magnetic circuits of the PMs cancel each other out. Once the armature deviates slightly from the neutral position, the magnetic force on the armature will be out of balance, thus quickly moving away from the neutral position. Therefore, the neutral position of the moving-iron torque motor is an unstable positioning point that cannot be maintained in practice and needs to be assisted by the zero-adjustment screw and zero-adjustment spring. The zero-adjustment screw and zero-adjustment spring are used to determine the center position manually, which has poor accuracy and difficult adjustment. The relationship between the angular displacement and the applied torque of the moving-iron torque motor with and without a spring is shown in
Figure 5.
However, the rotor of CPMLTM is automatically suspended in the axial and circumferential neutral positions by magnetic force. In CPMLTM, the height of the PM is greater than the stator, and the stator is automatically suspended in the axial neutral position by the magnetic force of the PM. If the rotor produces an axial displacement away from the axial neutral position, it is subjected to an axial restoration force in the opposite direction of the axial displacement, which brings it back to the axial neutral position. When the coil winding is not energized, the rotor is automatically suspended in the circumferential neutral position under the action of the cogging torque when the centerline of the stator slot overlaps with the centerline of the rotor PM, as shown in
Figure 2a. If the rotor produces an angular displacement away from the circumferential neutral position, it will be subjected to a cogging torque in the opposite direction of the angular displacement, which will bring it back to the circumferential neutral position. The relationship between the angular displacement and the torque applied to the CPMLTM is shown in
Figure 5.
In this study, the counterclockwise direction is defined as the positive direction. A comparison of the CPMLTM and the moving-iron torque motor in
Figure 5 shows that the CPMLTM has the same centering and de-energized reset functions as the moving-iron torque motor without the need for additional zero-adjustment screws and zero-adjustment springs. Since the CPMLTM uses magnetic force for centering, its neutral adjustment is more convenient and accurate. Comparing the structure of the two torque motors, we can see that the CPMLTM has a simpler structure and can bring out the advantages of the high power–density ratio of hydraulic components to achieve the ultimate power–density ratio.
The CPMLTM designed in this study is an EMC applied to a 2D valve, whose structure is off the claw pole motor and completely different from the existing moving iron type torque motor. The three are compared in
Table 1 to verify the novelty of CPMLTM.
4. Sensitivity Analysis of Electromagnetic Torque to Design Parameters
Electromagnetic torque has always been one of the most important performance indicators of torque motors. In engineering applications, the equivalent magnetic circuit method is often used to calculate the electromagnetic torque, but this method often assumes that the permeability of the magnetically conductive material is infinite, and that by default there is no magnetic leakage, so the value of the electromagnetic torque cannot be accurately derived. Moreover, there is a non-negligible magnetic leakage between the PMs and between the teeth of each claw pole.
In order to derive the electromagnetic torque of CPMLTM more accurately and to analyze its sensitivity to each design parameter. This study will first derive the qualitative equations for the electromagnetic torque of CPMLTM to derive the design parameters associated with the electromagnetic torque. Then, an orthogonal test will be designed to calculate the electromagnetic torque using FEM to analyze the sensitivity of the design parameters.
4.1. Electromagnetic Torque Analysis
The equivalent magnetic circuit model proposed in this study ignores each leakage and scattered magnetism, neglects the magnetic voltage drop at the stator claw pole, and considers only the radial main flux. Considering the symmetry of the structure, only the model of torque motor 1/14 is presented in this study. The equivalent magnetic circuit model is shown in
Figure 14.
The magnetic circuit is similar to the circuit [
37,
38]. According to Kirchhoff’s law, the MMF generated by the PM and the control coil alone excitation is as follows
where
is the MMF generated by the PM,
is the MMF generated by the coil winding, and
is the working air gap permeability.
The working air gap is shown in
Figure 15, where
is the slot opening,
is the slot spacing,
is the PM spacing,
is the slot width between PMs,
is the overlap angle at neutral,
is the number of slots,
is the number of pole pairs,
is the CPT length,
is the air gap thickness,
is the claw pole outer diameter,
is the pole arc coefficient, and
is the slot opening coefficient.
The overlap angle at the neutral position can be found from the working air gap structure diagram as
.
The expression for the air gap permeability is
where
Under the action of the polarized magnetic field and control magnetic field, the MMF of the working air gap is shown in Equation (15), the sum of the magnetic co-energy of the working air gap is shown in Equation (16), and the expression of static torque is obtained after the derivation of magnetic co-energy is shown in Equation (17).
For
, and the torque motor operating range, its rotor is always rotating near the neutral position, so the equation can be further reduced to
where
where
is the air gap permeability,
is the magnetic potential generated by the magnet,
is the number of turns of the coil, and
is the current.
It can be seen from the expression that design parameters such as CPT arc, working air gap thickness, magnet arc, magnet thickness, and magnet pitch arc all have an effect on the electromagnetic torque of the claw pole torque motor.
4.2. Sensitivity Analysis of Design Parameters Based on Orthogonal Test
The electromagnetic torque model derived from the equivalent magnetic circuit is an ideal model that ignores the leakage and magnetic saturation, and cannot accurately derive the actual effect of each parameter change on the electromagnetic torque. In contrast, the FEM can accurately calculate the electromagnetic torque of the CPMLTM for various design parameters because there are many design parameters that have an effect on the electromagnetic torque. Therefore, several simulations are required to derive the actual effect of each design parameter on the electromagnetic torque.
Based on the qualitative equations of electromagnetic torque derived in the previous paper, , , , and are all used as adjustable factors in this paper. Each factor is designed with four different levels. If each level of each factor is paired with each other for a full test, 45 = 1024 trials are required. However, each 3D electromagnetic finite element simulation often takes a long time, so conducting too many tests can be computationally consuming and time consuming.
In order to reduce the number of tests as much as possible without affecting the experimental effect, this paper intends to use the orthogonal test method to analyze the sensitivity of the claw-pole torque motor. The orthogonal test design method is an efficient, economical and fast design method for studying multi-factor and multi-level problems.
In this paper, a 5-factor, 4-level orthogonal test was designed with electromagnetic torque as the test index and
,
,
,
and
as the adjustable factors. The configuration of the levels according to the adjustable factors is shown in
Table 2.
The number of levels of each factor in the orthogonal table designed in this paper is equal and is called the equal level orthogonal table, denoted by the symbol
.
is the symbol of the orthogonal table;
is the number of rows of the orthogonal table, which is the number of trials required;
is the number of factor levels;
is the number of columns, which is the number of factors. In this paper, a 5-factor, 4-level orthogonal table was designed for
, as shown in
Table 2.
The analysis methods often used in orthogonal tests are analysis of variance and analysis of extreme variance. Analysis of extreme variance is a very practical analysis method because of its simplicity and small computational effort. Generally, the sensitivity of the design parameters is reflected by the extreme difference analysis, and the larger the extreme difference value is, the greater the influence of the design parameters on the test results. According to the orthogonal table, the FEM is used to simulate 16 groups of torque motors and perform the analysis of extreme deviation on them, as shown in
Table A1.
In the table,
denotes the sum of test results corresponding to a level number
on any column;
is the extreme difference, which can be calculated by Equation (20) on any column
From the table, we can see that the extreme difference value of PM thickness is 0.0036 Nm, the extreme difference value of air gap thickness is 0.1093 Nm, the extreme difference value of slot opening coefficient is 0.0707 Nm, the extreme difference value of arc coefficient is 0.0083 Nm, and the extreme difference value of CPT length is 0.0912 Nm. The order of sensitivity is: air gap thickness > CPT length > slot opening coefficient > arc coefficient > PM thickness.
Figure 16 gives the curves of the variation of the
values for each factor at each level. From the curves, it can be seen that the effect of PM thickness and pole arc coefficient on the electromagnetic torque of CPMLTM is extremely small and negligible. However, the expression of electromagnetic torque derived from the equivalent magnetic circuit method shows that the PM thickness and pole arc coefficient are crucial and positively correlated with the electromagnetic torque. The results obtained from the simulation tests are different from those obtained by the equivalent magnetic circuit method because of the large saturation of the polarized flux generated at all levels of the PMs selected for this paper, whereas the equivalent magnetic circuit method assumes that there is no magnetic saturation in the magnetic circuit.
The following conclusions can also be drawn from the expression for the electromagnetic torque derived from the equivalent magnetic circuit method: the smaller the air gap thickness, the greater the electromagnetic torque; the slot opening factor is negatively related to the electromagnetic torque; the longer the CPT, the greater the electromagnetic torque. However, the conclusion from the simulation test is different from these conclusions. The curve shows that the value increases and then decreases when the slot opening factor increases, and the value remains the same and then decreases when the length of the CPT increases. This is because when the slot opening factor is too small, there will be a large amount of magnetic leakage between the two CPTs, which will seriously affect the electromagnetic torque and cause it to decrease; when the length of the CPT increases, the magnetic leakage between the end of the CPT and the end of the other claw machine will gradually increase and the electromagnetic torque cannot increase or decrease.
6. Conclusions
(1) A new type of CPMLTM for 2D valves using cogging torque is proposed. CPMLTM is capable of automatically levitating in the circumferential and axial neutral positions using the cogging torque and magnetic force between the stator and rotor.
(2) The cogging torque of CPMLTM was analyzed. The effects of CPT shape and slot opening coefficient on the cogging torque waveform of CPMLTM were investigated.
(3) The sensitivity of the electromagnetic torque to the design parameters is investigated. The qualitative expression of electromagnetic torque is derived from the equivalent magnetic circuit method to obtain the design parameters related to electromagnetic torque; a set of orthogonal tests was designed and the FEM was used to calculate the electromagnetic torque. The sensitivity ranking of electromagnetic torque to design parameters is obtained by polar difference analysis: air gap thickness > CPT length > slot opening coefficient > arc coefficient > PM thickness.
(4) A prototype was fabricated and three test rigs were built to measure the cogging torque, electromagnetic torque, axial recovery force, step characteristics, angular amplitude, amplitude frequency characteristics, and phase frequency characteristics. The experimental results show that the CPMLTM has good static and dynamic characteristics. The neutral electromagnetic torque is 0.1 Nm when the coil MMF is 100 A; the step response time can reach 4.575 ms, and the amplitude frequency bandwidth and phase frequency bandwidth are 173.7 Hz and 86.5 Hz, respectively.