I
BASICS OF INDUSTRIAL
SERVO DRIVES
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
1
The What and Why of a
Machine Servo
The control user should be familiar with servos. The user will understand
what a servo is and why it is required in so many applications. This
discussion will answer these two basic questions: What is a servo? Why use a
servo?
Any discussion of servos will have to employ the term ‘‘feedback.’’
Thousands of times every day we require information to be ‘‘fed back’’ to us
so that we can perform normal activities. When controlling a car down a
highway, feedback is provided to our brain by the gift of sight. How
terrifying it would be if we were traveling at 70 mph and we lost the ability to
see. Our brain, which is the center of our control system, would have little
feedback to help it decide what corrective actions need to be taken to
maintain a proper path. The poorer feedback channels still available would
be the senses of hearing and touch, which would allow us to ride the
shoulder. The result would be a lower speed, poorer control, a very irregular
path, and a greater chance for an accident. Inferior feedback on a machine
blinds the operator or the control just as it does a driver. When using
numerical control and servos, poor feedback can result in inferior parts,
poor productivity, and high costs. Essentially, feedback is the retrieval of
information about the process being controlled. It verifies that the machine
is doing as commanded. There are two types of feedback—negative and
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
positive. Positive feedback, used for instance in radios, is not discussed here.
Negative feedback, required to make a servo work properly, subtracts from
commands given to the servo so that a discrepancy or error between output
and input can be detected. This discrepancy initiates an action that will
cause that discrepancy to approach zero. A perfect example of a negative
feedback system is a wall thermostat and furnace, as depicted in Figure 1. If,
in a 658F room, we set the thermostat for 728F, then 728F can be considered
the command. The 658F of the room feeds back, subtracts from the 728F
command, and results in a 78F discrepancy or error that instructs the
furnace to supply heat. The furnace supplies heat until the negative feedback
is sufficient to cancel the command so that no discrepancy exists and no
further heat is required.
A servo or servomechanism is a system that works on the negative
feedback principle to induce an action to cause the output to be slaved to the
input. Our thermostat/furnace example was one of a servo which induced
the generation of heat.
Any servo has two basic elements. These are a summing network and
an amplifier. The summing network, as shown in Figure 2, is simply a device
that sums the negative feedback (F) with the comma nd (C) to generate an
error discrepancy (E). Our driver’s summing network (Figure 3) was his
brain. The command would be to keep the car in the right-hand lane. If he
was straddling the center line, the feedback through his eyes to his mind
would so indicate. If he subtracts this feedback information from the
Fig. 1 Thermostat example.
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
command, he will deduce that an error exists, which can be corrected by
moving 2 ft to the right.
A machine feed axis drive example (Figure 4) would be to have a
command of þ10 in. If, as the machine was executing the command, we took
a snapshot of the summing network when the machine reached þ9in., we
would see a command of þ10 in., a feedback of þ9 in., and a resulting error
of þ1 in. The error would be the amount of further movement required for
the feedback to equal the command.
The second main element (see Figure 5) is the amplifier. This is simply
a power device that takes a small error (E) and multiplies it by an
amplification factor, which is a measure of the muscle or power available to
drive the output and thus the feedback device (F). The amplification factor is
what is normally referred to as the gain of the system.
Fig. 2 Summing network.
Fig. 3 Feedback.
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
Our driver (Figure 6) mentally computed an error (E) requiring that
the car be moved 2 ft to the right. This instruction traveled from his brain
through nerves to the muscles in his arms and hands, which turned the
steering wheel and with the muscle in his power steering caused the car to
move into the right-hand lane. In the machine feed axis example (Figure 7)
the error of þ1 in would be in the form of a small voltage, which would
cause the servo motor to turn, and axis positioning motion would result. If
we connect the two elements together, as shown in Figure 8, a basic closed-
loop servo system results. A new command will generate an error (E), which
will activate the muscle until sufficient movement has caused the feedback
(F) to be coincident with the command (C), at which point the error (E)is
zero and motion is no longer instructed. The term ‘‘closed loop’’ suggests
that after entering a command, signals traveled around the loop until
equilibrium is attained.
Fig. 4 Summing network for positioning.
Fig. 5 Amplifier.
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
Our automobile and driver (Figure 9) are now a servo system with a
command to stay in the right-hand lane. The servo is shown above and the
position of the car to the centerline is shown below. When the car is actually
straddling the white line, an error is mentally computed, which instructs the
driver’s muscle and the car’s muscle to take a corrective action. When this
corrective action is taken, the position of the car corresponds to the
command, no further error is detected, and no further action is taken.
Our snapshot of the machine axis servo feed (Figure 10) showed a
command of þ10 in., from which the þ9-in. feedback was substracted. The
þ1-in. error instructed the axis to continue moving. As the axis continues
on, the error will get smaller and smaller until the feedback indicates that the
axis is in position with no resulting error.
The earliest axis feed systems used the operator as the summing
network that closed the servo loop. The command was located on a part
drawing, and the operator’s mind was the summing network. The operator
read the scale on the machine, subtracted it from the desired command, and
Fig. 6 Human muscle.
Fig. 7 Servomotor.
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
came up with an error. The operator instructed the machine’s muscle by
shifting the appropriate levers to engage motion. As the machine neared the
commanded point, the error indicated the need to slow down to one or more
intermediate geared speeds. Creep speed was used to accurately reach final
position. A repeat performance on a second and third axis would complete
the operation.
Fig. 9 Car example.
Fig. 8 Closed-loop servo.
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
JUST WHAT ARE SOME OF THE BENEFITS OF A
SERVO SYSTEM?
Here are six benefits of a machine axis feed servo drive.
1. Shorter positioning time: The servo operates at maximum
positioning rate until the ideal time to decelerate, at which point
it slows down uniformly to the end point with no hesitation at
intermediate feeds. Since it dynamically searches for zero error,
variations in machine conditions are compensated for. Positioning
time is thus minimized.
2. Higher accuracy: A servo continually homes to the final position
so that on January mornings it will continually strive to push the
axis toward the end point, whereas on the Fourth of July when the
machine might have a tendency to overshoot, the servo error will
reverse and force the machine back into position.
3. Better reliability: An outstanding feature of servos is the ability to
control acceleration and deceleration so that the mechanical
hardware will hold its specification tolerance much longer.
4. Improved repeatability: Repetitive moves to a particular com-
manded point will show much better consistency. The result is
more consistency of parts that are intended for interchangeability.
5. Coordinated movements: Since all axes are closed-loop servos, they
are continually responding to the command at all feed rates.
Coordinated movements thus require the generation of coordi-
nated commands through employing interpolators with the
control.
6. Servo clamping: There is no longer a dependency on mechanical
clamps for servoed axes because of the continuous position-
Fig. 10 Closed-loop position servo.
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
holding capability of a servo. The stiffness of the servo must be
relied on for any contouring movements requiring that both axes
be in motion. Properly designed, the servo can also hold the axis
very stiffly at a standstill.
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
. I
BASICS OF INDUSTRIAL
SERVO DRIVES
Copyright 2003 by Marcel Dekker, Inc. All Rights Reserved
1
The What and Why of a
Machine Servo
The control. basic questions: What is a servo? Why use a
servo?
Any discussion of servos will have to employ the term ‘‘feedback.’’
Thousands of times every day we require