The present invention generally relates to electro-hydraulic actuator systems. The invention particularly relates to electro-hydraulic actuator systems that include a fixed-displacement hydraulic pump and a bypass valve configured to allow an actuator to operate (actuate) at speeds lower and higher than what is otherwise possible with the minimum and maximum flow capabilities, respectively, of the hydraulic pump.
With the advantages of high-power density, low cost, and robust operation, hydraulic control technologies have been employed in multiple industries for decades. However, hydraulic drives often have very low energy efficiencies. For example, mobile hydraulic applications in the US market have been reported to have an average efficiency of about 21%. A significant source of these inefficiencies is throttling losses associated with the regulation of the actuator velocity, especially for mobile applications such as construction and agriculture machines (e.g., excavators, wheel loaders, cranes, agricultural tractors, etc.) which conventionally use centralized hydraulic systems. In these systems, a limited number of hydraulic pumps are utilized to power multiple actuators with systems based on hydraulic control valves that introduce throttling losses. Moreover, during assistive phases of the duty cycles, a centralized system inevitably dissipates the energy entering the system from the actuator. Therefore, there is an increasing interest in replacing conventional centralized hydraulic systems with decentralized hydraulic systems for improved energy efficiency.
Due to emissions regulations and environmental concerns, decentralized/individualized hydraulic systems that include an electro-hydraulic actuator system having a dedicated electric motor for each actuator are becoming more desirable. In particular, hybrid systems that include electric batteries connected to the electric motor or through hydraulic accumulators may have the potential for high efficiency gains. Specifically, these hybrid systems may be capable of recovering energy with the batteries and hydraulic accumulators during assistive working modes. However, apart from a few aerospace examples, electro-hydraulic actuator systems have failed to penetrate commercial markets, especially construction and off-road vehicle markets which contribute significantly to industrial energy consumption.
One factor that has limited the adoption of electro-hydraulic actuator systems is a tradeoff between cost and flexibility. In particular, an electro-hydraulic unit comprising one or more electro-hydraulic actuator systems tends to be both the most expensive component as well as a significant aspect of overall efficiency. Two common types of electro-hydraulic units are a variable-speed electric motor combined with a fixed displacement pump (VM-FP), and a constant-speed electric motor combined with a variable-displacement pump (CM-VP). CM-VP electro-hydraulic units (optionally with hydraulic transmission control) have shown good controllability. However, VM-FP electro-hydraulic units are often preferred due to their energy efficiency and cost consideration.
One of the technical challenges impeding widespread adoption of VM-FP-based electro-hydraulic actuator systems is a pump speed limitation constraint, which hinders the functionality of electro-hydraulic actuator systems for low-speed actuation. This limitation is imposed by high volumetric and torque losses at low speed operation of the hydraulic pumps, as well as increased wear of the journal bearings.
In addition, sizing of electro-hydraulic actuator systems for hydraulic systems is commonly based on a maximum flow required for each actuator. This can result in a significant oversizing of the hydraulic system when compared to conventional centralized solutions that use a single hydraulic pump to supply multiple actuators. Such oversizing can result in additional expense.
In view of the above, it can be appreciated that there are certain problems, shortcomings or disadvantages associated with electro-hydraulic actuator systems, and that it would be desirable if VM-FP-based electro-hydraulic actuator systems were available that were capable of addressing the pump speed limitation constraint, and optionally, the common oversizing issue.
The present invention provides electro-hydraulic actuator systems with a variable-speed electric motor and a fixed displacement hydraulic pump configuration and methods of operating the same.
According to one aspect of the invention, an electro-hydraulic actuator system is provided that includes an actuator having extension and retraction modes of operation, a bypass valve in parallel to the actuator, and a fixed-displacement hydraulic pump and a variable speed electric motor configured in combination to constitute an individual electro-hydraulic unit that is coupled to the actuator for actuation thereof between the extension and retraction modes. The fixed-displacement hydraulic pump has a maximum flow capability and a minimum flow capability, and the system is operable to actuate the actuator at actuation speeds that are higher than a maximum actuation capability of the fixed-displacement hydraulic pump at the maximum flow capability thereof and at actuation speeds that are lower than a minimum actuation capability of the fixed-displacement hydraulic pump at the minimum flow capability thereof.
According to another aspect of the invention, a method is provided that includes providing an electro-hydraulic actuator system having a fixed-displacement hydraulic pump and a variable speed electric motor configured in combination to constitute an individual electro-hydraulic unit that is coupled to an actuator for actuation thereof, and a bypass valve in parallel to the actuator, and controlling the actuation velocity of the actuator by controlling the speed of the electro-hydraulic unit and a size of an opening of the bypass valve.
Technical effects of electro-hydraulic actuator systems and methods as described above preferably include the ability to enable an actuator to achieve relatively low actuation speeds without being limited by the minimum flow capability of a hydraulic pump, to enable the actuator to achieve relatively high actuation speeds without relying on the electro-hydraulic unit, and to allow the actuator to achieve relatively high actuation speeds without being limited by the maximum flow capability of the hydraulic pump.
Other aspects and advantages of this invention will be appreciated from the following detailed description.
Disclosed herein are hydraulic systems and particularly electro-hydraulic actuator (EHA) systems with energy regeneration capabilities. Such EHA systems comprise an actuator (e.g., a differential, double-acting cylinder) and a hydraulic pump, and are configured to operate in a manner that is capable of operating (extending and retracting) the actuator at actuation speeds that are higher than a maximum actuation capability of the pump at its maximum flow capability (i.e., maximum operating speed (velocity) of the pump) and actuation speeds that are lower than a minimum actuation capability of the pump at its minimum flow capability (i.e., minimum operating speed (velocity) of the pump). As such, the term “actuation capability” (and its variants) refers to the actuation speeds of the actuator that would be achieved if the actuator was being actuated solely by the pumping (flow) capacity of the pump.
The EHA systems utilize a control strategy based on a combination of throttle-less control as well as metering control, accomplished in part with the use of a bypass valve. As such, the EHA systems are capable of addressing the previous challenge of pump speed limitation constraint which has commonly hindered the functionality of EHA systems for low-speed actuation in conventional hydraulic systems. The EHA systems comprise an electro-hydraulic unit (EHU) that includes the hydraulic pump and an electric motor. The EHU may have an open-circuit architecture or a closed-circuit architecture. The EHA systems may promote cost efficiencies by utilizing EHUs that are sized below the maximum flow of the actuators that they control. For example, the EHU may be sized to satisfy a flow rate at operating conditions where high efficiency is desired. In this way, these operating conditions can be achieved in complete throttle-less regulation.
In the closed-circuit EHA system of
Q
A
=Q
a
+Q
acc (1)
QA, Qa, Qacc denote the cylinder flow rate on the piston side, the cylinder flow rate on the rod side, and the accumulator flow, respectively. The accumulator discharges in extension phases (first and second quadrants) and charges in retraction phases (third and fourth quadrants).
Considering a cylinder area ratio A, flow rates are obtained per equations (2) and (3), where A and a denote the piston and rod areas, respectively. The accumulator compensates for differential flow from the cylinder.
Q
A
=A{dot over (x)}=λQ
a (2)
Q
acc=(λ−1)Qa=(λ−1)a{dot over (x)} (3)
The efficiency of the hydraulic transmission system, q, is represented in equation (4).
However, input power (Pin) and output power (Pout) vary according to different working modes. In resistive phases, the EHU power (PEHU) is equal to the input power, and the output power is equal to the cylinder power (PCYL). In contrast, in assistive phases the input power and the output power have opposite roles. The accumulator power is added to the input power while discharging and to the output power when charging. Based on this definition, equations (5)-(8) represent the efficiencies identified for each one of the four-quadrant modes of operation.
The cylinder power is given by equation (9), which is the input power in assistive phases and the output power in resistive phases. Equation (10) represents accumulator power.
P
CYL
=F·{dot over (x)} (9)
P
acc
=Q
acc
·p
acc (10)
As presented in equation (10), the accumulator power is usually limited by the drain pressure (pdrain) (pacc<pdrain).
The efficiency of the EHU (ηEHU) under an isothermal assumption can be defined as the product of the pump efficiency (ηHP) and that of the electric motor (ηEM) which are functions of the shaft speed (n), the torque (T), and the pump pressure difference (Δp). Equations (11) and (12) represent the efficiency and power of the EHU.
To determine the performance of the closed-circuit EHA system, the power at the shaft connecting the pump and the electric motor may be defined as represented in equation (13).
P
shaft
=T·n (13)
The overall energy efficiency of the pump can be broken down into its volumetric efficiency and its hydro-mechanical efficiency, which are given by the following definitions:
By replacing PEHU with Pshaft from equations (5) to (8), it is possible to determine the efficiency of the overall closed-circuit EHA system.
The four-quadrant operation principle of the open-circuit EHA system is quite similar. A primary difference is that a reservoir is provided instead of the accumulator. However, the reservoir pressure is low and Pacc is about equal to zero. As such, the definition of the efficiencies is the same.
As previously stated, the EHA system can operate the actuator at actuation speeds higher than what would otherwise by possible when the pump is operating at its maximum flow (pumping) capability (at maximum pump velocity) and at actuation speeds lower than what would otherwise by possible when the pump is operating at its minimum flow (pumping) capability (at the pump minimum velocity). This is possible with proper usage of the bypass valve.
In each quadrant, working modes are classified into main modes that are further classified into high-speed and low-speed actuation sub-modes. The main modes are denoted by the letter “a” (e.g., 1a, 2a, 3a, and 4a). In these main modes, the bypass value remains closed and the working modes are the same as described in reference to the closed-circuit EHA system in
Low-speed actuation sub-modes are denoted with the letter “b” (i.e., 1b, 2b, 3, and 4b). The sub-modes 1b and 3b are active in the resistive phases. The pump is set to the minimum speed, and the bypass valve is open to allow the desired flow to pass parallel to the cylinder and back to the reservoir, thus controlling the flow into the cylinder. In contrast, the sub-modes 2b and 4b are assistive phases. In these sub-modes, the pump speed is set to zero. Therefore, the opening of the bypass valve determines the actuation velocity. In these sub-modes, the EHU is unable to achieve energy recuperation.
High-speed actuation sub-modes are denoted with the letter “c” (i.e., 4c). The sub-mode 4c is active for high-speed actuation. In this sub-mode, the opening of the bypass value allows operation with higher speeds than the pump would allow if it had to compensate the full cylinder flow alone. Therefore, the sub-mode 4c and the main mode 3a can both reach the same maximum velocity. All sub-modes denoted with the letters “b” and “c” include metering control.
Though the full speed range can be achieved by opening the bypass valve, such operating conditions may introduce extra throttling losses as well. Equation (16) represents the power losses when the bypass valve is open.
P
loss
=Q·Δp=Q
BPV·(pA−pa) (16)
The throttling losses resulting from other hydraulic valves, pipes and connections of hoses can also be demonstrated by equation (16). Though not as significant as those from the bypass valve, all throttling losses can be considered.
During operation of the EHA system, a controller may enter into the different working modes based on two signals: a speed command (l) and a pressure difference at the cylinder (dp), which are described in equations (18) and (19). The sign of i is defined as positive in extension phases and negative in retraction phases. A positive dp indicates that the pressure in the piston-side chamber of the cylinder is higher, while a negative dp indicates that the pressure in the rod-side chamber of the cylinder is higher.
The maximum actuation velocity {dot over (x)}max is defined in resistive phases, as given in equation (20) respectively for extension and retraction. The volumetric efficiency is assumed as 100% for the simple expression. Due to the differential cylinder, extension and retraction have different maximum velocities, as given in equation (21).
The velocity {dot over (x)} can be converted to the flow rate Q according to equations (2) and (3). Taking the working modes described in
When ndes is out of the operating speed range of the pump (i.e., between the minimum operating speed, of the pump and the maximum operating speed, nmax, of the pump), the bypass valve will be actively opened. As an example, sub-mode 1a in
Ultimately, the regulation of all modes in
In step 102, the target maximum actuation velocity ({dot over (x)}) for a cylindrical actuator may be input into equation (2) to calculate a required actuator flow rate. The loading requirement of the actuator also provides the maximum operating pressure of the EHA system. Based on the flow rate and the operating pressure, a hydraulic pump may be selected in step 104. To avoid oversizing, the hydraulic pump may be chosen based on QA in the first quadrant of
Based on equation (3), the accumulator compensates for the differential flow from the cylinder of the actuator. Therefore, the accumulator may be selected to have a volume greater than or equal to a volume of the cylinder rod as represented in step 108. In addition, according to equation (10), the working pressure of the accumulator should be no more than the drain pressure, thus limiting the size of accumulator. More importantly, the power level of the accumulator is limited due to the low pressure of pdrain, which is usually no more than 10 bar for the hydraulic pump.
In step 110, the remaining hydraulic components may be selected based on the flow rate and operating pressure. Generally, the larger the components (e.g., the valves), the less the resulting pressure drop during operation. However, in addition to promoting efficiency, the EHA systems may optionally be configured for promoting compactness. In such examples, the remaining hydraulic components may be sized such that their rated flow matches the maximum flow rates encountered in the EHA systems. This choice results in non-negligible throttling losses in actuation with high velocity, but not due to the regulation of the EHA systems.
Nonlimiting embodiments of the invention will now be described in reference to experimental investigations leading up to the invention.
Two test systems, one open-circuit EHA system and one closed-circuit EHA system, were fabricated using the sizing method of
The loading requirement of the actuator selected provided for an operation pressure of about 130 bar which enabled a load force of about 50 kN on the cylinder. Due to these conditions, the relief valve was set at 200 bar to avoid over-pressurization. Considering cost and practicality along with this operating pressure requirement (i.e., 130 bar), hydraulic pumps were selected having a displacement of about 15 cc/rec and a maximum rotating speed of around 3000 rpm. The chosen electric motors provided the EHA systems with a power of up to 20 kW.
The sizing parameters used for sizing the test systems are provided in Table I (
As schematically represented in
In addition to the physical test systems, a lumped parameter simulation model was prepared that reproduced the EHA systems represented in
For the equations indicated with bold letters, the model required lookup tables of data obtained from datasheets of the components used for the test system. The efficiency map of the pump was generated by basic measurements. Characteristic curves of components were included in the simulation model, including but not limited to the volumetric efficiency map of the hydraulic pump and the performance graphs of the bypass valve. The speed range of the external gear machine nmin, nmax from the datasheet confirmed the necessity of all sub-modes discussed previously.
Tests for extension and retraction were conducted with the test systems with an intention of covering a wide range of actuator velocities and load conditions, including low-speed actuation and velocities higher than the maximum pump flow. The load force varied from −30 kN to 50 kN in 10 kN steps. However, the tests did not include loads from 0 kN to 1 kN, as the EHA system under test could not properly detect the working modes (assistive or resistive) under such conditions.
The linearity between the input speed command and the actuation velocity confirmed the functionality of the test systems. The low-speed modes showed some nonlinearity as a result of the characteristics of the bypass valve. Taking the pressure influence on the valve behavior into account, which was feasible as the pressures were measured, the performance could be improved. This was not done before because the pressure only has a significant influence on the valve behavior for very low-pressure drops, which are uncommon for many applications. In the right plot of
In terms of the low-efficiency areas, two areas are especially noteworthy. One is the area covering low-speed (slow) actuation modes (i.e., sub-modes 1b, 2b, 3b, 4b in
The other noteworthy low-efficiency area corresponds to the high-speed (fast) actuation mode. The reason for the low efficiency in the assistive phase (sub-mode 4c) was that the opening of the bypass valve introduced throttling losses. Besides, when the load was small, low efficiency appeared in high velocities resistive retraction. The reason was that the 4/3 directional valve shown in
For comparison,
Good efficiencies were observed for the areas in which the bypass valve was closed. For example, a highest observed efficiency was 81.80% and most regions reached at least 60%. However, compared to the open-circuit EHA system, the overall efficiency was lower due to poor performance of the pump which was expected, being that the chosen pump was designed for more demanding conditions (e.g., bidirectional rotation and high pressure occurring at both ports) concerning the standard monodirectional gear pump used in the open-circuit EHA system. Therefore, the four-quadrant pump did not perform as well as the two-quadrant pump due to the constraints in the symmetric design.
In brief, comparing the results of the open-circuit EHA system in
The simulation model was used to provide a realistic estimation of the efficiency of the EHA systems in all of the working modes based on the parameters given in Table I (
More relevant discrepancies occurred when the EHA systems operated in low-speed modes. The inaccuracy of the available efficiency data for the hydraulic pump under low-speed operation may have been a cause. In regards to the darkest area close to the zero-force line, the overall power was limited because of the small load. As a ratio of the input and output powers, the calculated efficiency could be sensitive and showed a large discrepancy at some points, which was up to ±0.3.
Similarly,
The low efficiencies appeared during low-speed actuation and high-speed assistive retraction modes because the bypass valve was opened and thus introduced additional throttling losses. Moreover, the displacement of the chosen four-quadrant pump was slightly smaller than the two-quadrant pump, resulting in a smaller speed range and less throttling losses, so that the efficiency under conditions with a small load and high velocity was better.
Other reasons for the discrepancies may have been that the losses in hydraulic pipes and valves were underestimated in the simulation of the closed-circuit EHA system. For example, the load force was assumed constant in simulation. However, in each measurement, the load force varied slightly. Insufficient dynamics of the force controller in the load drive caused these inaccuracies which may have impacted the discussed efficiency results. Finally, the simulation model was developed based on the isothermal assumption, which may have caused inaccuracies.
Overall, the good agreement between the simulation and the experiment efficiencies indicated how the simulation model was valid for at least a first estimate of the performance (e.g., system pressures and flows, system efficiencies parameters) of the EHA systems. Although the model had a tendency to slightly over predict the system efficiency, particularly when accurate characteristics from the components were not known, the model can still be very useful to study EHA systems of different sizes, such as equipped with different actuators or different hydraulic pumps. Therefore, the model can limit the recourse of expensive testing activities. Moreover, the model could be used for further considerations about the scalability of the EHA systems disclosed herein.
To further explain the performance of the EHA systems,
The power flow analysis confirmed that the open-circuit EHA system operated more efficiently and had a better energy-saving capability. The closed-circuit EHA system remained less efficient due to the low pressure at which the accumulator operated and the poor performance of the four-quadrant pump.
The experiments and the simulations were performed considering a reference 20 kW application consisting of a differential cylinder of 0.89 m stroke and 50 kN maximum force, commonly used in some off-road vehicles. The results indicated that the EHA systems can achieve efficiencies greater than 80% for both open-circuit and closed-circuit architectures. These EHA systems were able to operate efficiently by decreasing the throttling losses and enabling energy regeneration. However, the low-speed modes have low efficiencies due to the use of the bypass valve being open. Similarly, the high-speed modes use the bypass valve and therefore have high throttling losses, with the assumption that the pump operates at the same maximum speed under assistive or resistive phases.
Comparing the open-circuit EHA system and the closed-circuit EHA system, the open-circuit EHA system performed better in terms of energy efficiency. This was mainly because a standard two-quadrant pump typically has higher efficiencies than a gear unit designed for a four-quadrant operation. The accumulator used in the closed-circuit EHA system could not contribute much to the energy savings because of the limited operating pressure required by the EHA system in the accumulator line.
These experimental and simulated results indicated that the system represents a viable solution for applying EHA systems in cost-sensitive applications, such as off-road vehicles in construction and agriculture (e.g., excavators, wheel loaders, etc.). Specifically, the EHA systems were able to reach high energy efficiency and good potentials of energy recuperation during instances of assistive phase loads. As a nonlimiting example, the EHA systems could be used in fluid power machines such as off-road vehicles to potentially increase the energy efficiency level of the fluid power actuation system from a current industry average of about 21% to 80% or more as shown herein.
In addition, the simulation model was able to accurately determine the overall behavior of the EHA systems and identify operating conditions of maximum efficiency for all the working modes. As such, the simulation model represents a powerful tool for design considerations for EHA systems.
While the invention has been described in terms of specific embodiments, it is apparent that other forms could be adopted by one skilled in the art. For example, the physical configuration of the EHA systems could differ from those shown, and materials and processes/methods other than those noted could be used. Therefore, the scope of the invention is to be limited only by the following claims.
This is a division patent application of co-pending U.S. patent application Ser. No. 17/667,680 filed Feb. 9, 2022, which claims the benefit of U.S. Provisional Application No. 63/147,429 filed Feb. 9, 2021. The contents of these prior patent documents are incorporated herein by reference.
This invention was made with government support under contact number DE-EE0008334 awarded by the Department of Energy. The government has certain rights in the invention.
Number | Date | Country | |
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63147429 | Feb 2021 | US |
Number | Date | Country | |
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Parent | 17667680 | Feb 2022 | US |
Child | 18545713 | US |