Stepper Motor Actuator Play Compensation Using Back-EMF

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Solution Overview

Problem

Hydraulic drive systems face challenges in maintaining accurate positioning and repeatability due to mechanical play, temperature effects, and component wear, which increases manufacturing costs and complexity, and existing measurement methods are often complex and unreliable.

Innovation Solution

A method involving limited phase currents to detect mechanical play positions in stepper motors, allowing for compensation and initialization of position sensors using back EMF voltage measurements, enabling accurate positioning and reduced mechanical tolerances.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If tight manufacturing and assembly tolerances are used to minimize mechanical play, then positioning accuracy is improved, but manufacturing costs increase

Engineering Contradiction:
Improvepositioning accuracyVSAvoidmanufacturing cost
Core Design Contradiction:
Manufacturing precisionVSEase of manufacture

Solution Approach 1:

The patent changes the parameter of mechanical play from a fixed physical constraint to a variable that can be dynamically measured and compensated. By using a sensor to detect the actual mechanical play and software to compensate for it, the system achieves high positioning accuracy without requiring tight manufacturing tolerances, thereby reducing manufacturing costs.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent replaces the mechanical solution (tight tolerances) with a sensor-based measurement and software compensation system. Instead of physically minimizing play through precision manufacturing, the system electronically detects and compensates for play, substituting mechanical precision requirements with computational correction.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Measurement precision

If complex mechanical play measurement methods are used, then measurement precision is improved, but device complexity and cost increase

Engineering Contradiction:
Improvemechanical play measurement accuracyVSAvoidcontrol system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent implements a self-service measurement approach where the system uses its own operational characteristics (motor current, position feedback) to automatically detect mechanical play without requiring external measurement equipment or complex test procedures. The control system itself performs the measurement function, eliminating the need for separate measurement devices.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent makes the control system multi-functional by enabling it to both control the motor and measure mechanical play using the same sensors and processing unit. The position sensor and current controller serve dual purposes: normal operation control and mechanical play detection, eliminating the need for dedicated measurement hardware.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Productivity

If fast initialization and control are implemented, then productivity is improved, but positioning accuracy under load and vibration may worsen

Engineering Contradiction:
Improveinitialization speedVSAvoidpositioning accuracy under load
Core Design Contradiction:
ProductivityVSManufacturing precision

Solution Approach 1:

The patent performs preliminary detection of mechanical play during the initialization phase before full load operation begins. By measuring and compensating for play early in the startup sequence, the system prepares the accurate positioning model in advance, enabling fast initialization while maintaining accuracy during subsequent loaded operation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements continuous feedback from position sensors and current controllers that monitor system behavior under load and vibration conditions. This feedback enables real-time adjustment of compensation parameters, maintaining positioning accuracy even during fast operation and under varying load conditions.

Inventive Principle:
Principle #23Feedback

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This approach provides a reliable, compact, and cost-effective actuation system with improved accuracy and robustness to parameter variations, maintaining precision throughout the lifespan of components and reducing manufacturing costs by moving complexity to software.

Implementation Method 1

an actuator with a stepper motor having at least one electrical phase

Methodology Applied
Scientific EffectElectromagnetic induction: Electromagnetic Induction

Implementation Method 2

an actuated system comprising an elastic element

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 3

measuring a back EMF voltage in said at least one electrical phase with the supply current switched off and determining a mechanical position of the rotor

Methodology Applied
Scientific EffectBack electromotive force: Electromagnetic Induction

Data Source

PatentEP3326284B2Actuator with integrated position sensor and play compensation
Publication Date: 2024.01.03 SOCIETE INDUSTRIELLE DE SONCEBOZ SA
  • EP3326284B2 patent drawingFigure 1~2
  • EP3326284B2 patent drawingFigure 3~4
  • EP3326284B2 patent drawingFigure 5

AI summary

Methods of compensating for play and for initializing a position encoder in an actuation system (2) including an actuated system (8) comprising an elastic element, and an actuator (4) with a stepper motor (12) having at least one electrical phase.