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Vehicle System Dynamics Vol. 44, No. 5, May 2006, 387406 Control of a hydraulically actuated continuously variable transmission MICHIEL PESGENS*, BAS VROEMEN, BART STOUTEN, FRANS VELDPAUS and MAARTEN STEINBUCH Drivetrain Innovations b.v., Horsten 1, 5612AX, The Netherlands Technische Universiteit Eindhoven, PO Box 513, 5600 MB Eindhoven, The Netherlands Vehicular drivelines with hierarchical powertrain control require good component controller tracking, enabling the main controller to reach the desired goals. This paper focuses on the development of a transmission ratio controller for a hydraulically actuated metal push-belt continuously variable transmission(CVT),usingmodelsforthemechanicalandthehydraulicpartoftheCVT.Thecontroller consists of an anti-windup PID feedback part with linearizing weighting and a setpoint feedforward. Physical constraints on the system, especially with respect to the hydraulic pressures, are accounted for using a feedforward part to eliminate their undesired effects on the ratio. The total ratio controller guarantees that one clamping pressure setpoint is minimal, avoiding belt slip, while the other is raised above the minimum level to enable shifting. This approach has potential for improving the effi ciency of the CVT, compared to non-model based ratio controllers.Vehicle experiments show that adequate tracking is obtained together with good robustness against actuator saturation. The largest deviations from the ratio setpoint are caused by actuator pressure saturation. It is further revealed that all feedforward and compensator terms in the controller have a benefi cial effect on minimizing the tracking error. Keywords: Continuously variable transmission; Feedforward compensation; Feedback linearization; Hydraulic actuators; Constraints 1.Introduction The application of a continuously variable transmission (CVT) instead of a stepped transmis- sion is not new.Already in the 50sVan Doorne introduced a rubberV-belt CVT for vehicular drivelines. Modern, electronically controlled CVTs make it possible for any vehicle speed to operate the combustion engine in a wide range of operating points, for instance in the fuel optimal point. For this reason, CVTs get increasingly important in hybrid vehicles, see for example 13. Accurate control of the CVT transmission ratio is essential to achieve the intended fuel economy and, moreover, ensure good driveability. The ratio setpoint is generated by the hierarchical (coordinated) controller of fi gure 1. This controller uses the accelerator pedal position as the input and generates setpoints for the local controllers of the throttle and of the CVT. *Corresponding author. Email: pesgensdtinnovations.nl Michiel Pesgens was previously affi liated with Technische Universiteit Eindhoven. Vehicle System Dynamics ISSN 0042-3114 print/ISSN 1744-5159 online 2006 Taylor Fshift= Fp (rcvt,? s) Fs (10) An axial force difference Fshift, weighted by the thrust ratio results in a ratio change, and is therefore called the shift force.The occurrence of pin the model (10) is plausible because an increasing shift force is needed for decreasing pulley speeds to obtain the same rate of ratio change. The reason is that less V-shaped blocks enter the pulleys per second when the pulley speed decreases. As a result the radial belt travel per revolution of the pulleys must increase and this requires a higher shift force. However, it is far from obvious that the rate of ratio change is proportional to both the shift force and the primary pulley speed. kris a non-linear function of the ratio rcvtand has been obtained experimentally. Experimental data has been used to obtain a piecewise linear fi t, which are depicted in fi gure6. The estimation of krhas 392M. Pesgens et al. Figure 5.Contour plot of (rcvt,? s). Figure 6.Fit of kr(rcvt); greyed-out dots correspond to data with reduced accuracy. Hydraulically actuated CVT393 Figure 7.Comparison of shifting speed, Ides model vs. measurement. been obtained using the inverse Ide model: kr(rcvt) = rcvt |p|Fshift (11) In the denominator Fshiftis present, the value of which can become (close to) zero. Obviously, the estimate is very sensitive for errors in Fshiftwhen its value is small. The dominant dis- turbances in Fshiftare caused by high-frequency pump generated pressure oscillations, which do not affect the ratio (due to the low-pass frequency behavior of unmodeled variator pulley inertias). The standard deviation of the pressure oscillations and other high-frequency distur- bances has been determined applying a high-pass Butterworth fi lter to the data of Fshift. To avoid high-frequency disturbances in Fshiftblurring the estimate of kr, estimates for values of Fshiftsmaller than at least three times the disturbances standard deviation have been ignored (these have been plotted as grey dots in fi gure6), whereas the other points have been plotted as black dots.The white line is the resulting fi t of this data.The few points with negative value for kr have been identifi ed as local errors in the map of . To validate the quality of Ides model, the shifting speed rcvt, recorded during a road exper- iment, is compared with the same signal predicted using the model. Model inputs are the hydraulic pulley pressures (pp, ps) and pulley speeds (p, s) together with the estimated primary pulley torque (Tp ). The result is depicted in fi gure7. The model describes the shifting speed well, but for some upshifts it predicts too large values. This happens only for high CVT ratios, i.e. rcvt 1.2, where the data of is unreliable due to extrapolation (see fi gure5). 3.The hydraulic system The hydraulic part of the CVT (see fi gure3) consists of a roller vane pump directly connected to the engine shaft, two solenoid valves and a pressure cylinder on each of the moving pulley 394M. Pesgens et al. sheaves. The volume between the pump and the two valves including the secondary pulley cylinder is referred to as the secondary circuit, the volume directly connected to and including the primary pulley cylinder is the primary circuit. Excessive fl ow in the secondary circuit bleeds off toward the accessories, whereas the primary circuit can blow off toward the drain. All pressures are gage pressures, defi ned relative to the atmospheric pressure. The drain is at atmospheric pressure. The clamping forces Fpand Fsare realized mainly by the hydraulic cylinders on the move- ablesheavesanddependonthepressuresppandps.Asthecylindersareanintegralpartofthe pulleys, they rotate with an often very high speed, so centrifugal effects have to be taken into account and the pressure in the cylinders will not be homogeneous. Therefore, the clamping forceswillalsodependonthepulleyspeedspands.Furthermore,apreloadedlinearelastic spring with stiffness kspris attached to the moveable secondary sheave. This spring has to guarantee a minimal clamping force when the hydraulic system fails. Together this results in the following relations for the clamping forces: Fp= Appp+ cp2 p (12) Fs= Asps+ cs2 s ksprss+ F0(13) where cpand csare constants, whereas F0is the spring force when the secondary moveable sheave is at position ss= 0. Furthermore, Apand Asare the pressurized piston surfaces. In the hydraulic system of fi gure3, the primary pressure is smaller than the secondary pressure if thereisanoilfl owfromthesecondarytotheprimarycircuit.Therefore,toguaranteethatinany case the primary clamping force can be up to twice as large as the secondary clamping force, the primary piston surface Apis approximately twice as large as the secondary surface As. Itisassumedthattheprimaryandthesecondarycircuitarealwaysfi lledwithoilofconstant temperature and a constant air fraction of 1%. The volume of circuit ( = p, s) is given by: V= V,min+ As(14) V,minis the volume if s= 0 and Ais the pressurized piston surface. The law of mass conservation, applied to the primary circuit, combined with equation(14), results in: oilVp pp= Qsp Qpd Qp,leak Qp,V(15) Qsp is the oil fl ow from the secondary to the primary circuit, Qpd is the oil fl ow from the primary circuit to the drain, Qp,leak is the (relatively small) oil fl ow leaking through narrow gaps from the primary circuit and Qp,V is the oil fl ow due to a change in the primary pulley cylinder volume. Furthermore, oil is the compressibility of oil. The oil fl ow Qspis given by: Qsp= cfAsp(xp) ? 2 |ps pp|sign(ps pp)(16) wherecf isaconstantfl owcoeffi cientand istheoildensity.Asp,theequivalentvalveopening areaforthisfl owpath,dependsontheprimaryvalvestempositionxp.FlowQpdfollowsfrom: Qpd= cfApd(xp) ? 2 pp(17) Here, Apd is the equivalent opening area of the primary valve for the fl ow from primary circuit tothedrain.TheconstructionofthevalveimpliesthatAsp(xp) Apd(xp) = 0forallpossiblexp. Hydraulically actuated CVT395 Flow Qp,leak is assumed to be laminar with leak fl ow coeffi cient cpl, so: Qp,leak= cplpp(18) The fl ow due to a change of the primary pulley cylinder volume is described by: Qp,V= Ap sp(19) with spgiven by equation (4). Application of the law of mass conservation to the secondary circuit yields oilVsps= Qpump Qsp Qsa Qs,leak Qs,V(20) The fl ow Qpump, generated by the roller vane pump, depends on the angular speed eof the engine shaft, on the pump mode m (m = SS for single sided and m = DS for double sided mode), and the pressure psat the pump outlet, so Qpump= Qpump(e,ps,m). Qsa is the fl ow from the secondary circuit to the accessories and Qs,leakis the leakage from the secondary circuit. Flow Qsais modeled as: Qsa= cfAsa(xs) ? 2 |ps pa|sign(ps pa)(21) where Asa, the equivalent valve opening of the secondary valve, depends on the valve stem position xs . The laminar leakage fl ow Qs,leak is given by (with fl ow coeffi cient csl): Qs,leak= cslps(22) The fl ow due to a change of the secondary pulley cylinder volume is: Qs,V= As ss(23) with ssaccording to equation(3). The accessory circuit contains several passive valves. In practice, the secondary pressure pswill always be larger than the accessory pressure pa , i.e. no backfl ow occurs. The relation between paand psis approximately linear, so pa= ca0+ ca1ps(24) with constants ca0 0 and ca1 (0,1). NowthatacompletemodelofthepushbeltCVTanditshydraulicsisavailable,thecontroller and its operational constraints can be derived. 4.The constraints The CVT ratio controller (in fact) controls the primary and secondary pressures. Several pressure constraints have to be taken into account by this controller: 1. the torque constraints p p,torqueto prevent slip on the pulleys; 2. the lower pressure constraints p p,low to keep both circuits fi lled with oil. Here, fairly arbitrary, pp,low = 3 bar is chosen. To enable a suffi cient oil fl ow Qsato the accessory circuit, and for a proper operation of the passive valves in this circuit it is necessary that 396M. Pesgens et al. Qsa is greater than a minimum fl ow Qsa,min. A minimum pressure ps,lowof 4 bar turns out to be suffi cient; 3. the upper pressure constraints p p,max, to prevent damage to the hydraulic lines, cylinders and pistons. Hence, pp,max= 25 bar, ps,max= 50 bar; 4. thehydraulicconstraintsp p,hydtoguaranteethattheprimarycircuitcanbleedofffast enough toward the drain and that the secondary circuit can supply suffi cient fl ow toward the primary circuit. The pressures pp,torqueand ps,torquein constraint 1 depend on the critical clamping force Fcrit, equation(5). The estimated torque Tpis calculated using the stationary engine torque map, torque converter characteristics and lock-up clutch mode, together with inertia effects of the engine, fl ywheel and primary gearbox shaft. A safety factor ks= 0.3 with respect to the estimated maximal primary torque Tp,maxhas been introduced to account for disturbances on the estimated torque Tp, such as shock loads at the wheels. Then the pulley clamping force (equal for both pulleys, neglecting the variator effi ciency) needed for torque transmission becomes: Ftorque= cos() (|Tp|+ ksTp,max) 2 Rp (25) Consequently, the resulting pressures can be easily derived using equations(12) and (13): pp,torque= 1 Ap ? Ftorque cp2 p ? (26) ps,torque= 1 As ?F torque cs2s ksprss F0 ? (27) Exactly the same clamping strategy has been previously used by ref. 3 during test stand effi ciency measurements of this gearbox and test vehicle road tests. No slip has been reported duringanyofthoseexperiments.Asthemaingoalofthisworkistoanimprovedratiotracking behavior, the clamping strategy has remained unchanged. A further elaboration of constraints 4 is based on the law of mass conservation for the primary circuit. First of all, it is noted that for this elaboration the leakage fl ow Qp,leakand the compressibility term oilVp ppmay be neglected because they are small compared to the other terms. Furthermore, it is mentioned again that the fl ows Qspand Qpdcan never be unequal to zero at the same time. Finally, it is chosen to replace the rate of ratio change rcvt by the desired rate of ratio shift rcvt,d , that is specifi ed by the hierarchical driveline controller. If rcvt,d 0 and Qsp= 0. Constraint 4 with respect to the primary pulley circuit then results in the following relation for the pressure pp,hyd: pp,hyd= oil 2 ?A ppmax(0, rcvt,d) cfApd,max ?2 (28) where Apd,max is the maximum opening of the primary valve in the fl ow path from the primary cylinder to the drain. In a similar way, a relation for the secondary pulley circuit pressure ps,hydin constraint 4 can be derived. This constraint is especially relevant if rcvt 0, i.e. if the fl ow Qspfrom the secondary to the primary circuit has to be positive and, as a consequence, Qpd= 0. This then Hydraulically actuated CVT397 results in: ps,hyd= pp,d+ oil 2 ?A ppmax(0, rcvt,d) cfAsp,max ?2 (29) whereAsp,max isthemaximumopeningoftheprimaryvalveinthefl owpathfromthesecondary to the primary circuit. For the design of the CVT ratio controller it is advantageous to reformulate to constraints in terms of clamping forces instead of pressures. Associating a clamping force F,with the pressure p,and using equations (12) and (13) this results in the requirement: F,min F F,max(30) with minimum pulley clamping forces: F,min= max(F,low,F,torque,F,hyd)(31) 5.Control design Itisassumedinthissectionthatateachpointoftimet,theprimaryspeedp(t),theratiorcvt(t), the primary pressure pp(t) and the secondary pressure ps(t) are known from measurements, fi ltering and/or reconstruction. Furthermore, it is assumed that the CVT is mounted in a vehicular driveline and that the desired CVT ratio rcvt,d(t) and the desired rate of ratio change rcvt,d (t)arespecifi edbytheoverallhierarchicaldrivelinecontroller.Thisimplies,forinstance, that at each point of time the constraint forces can be determined. The main goal of the local CVT controller is to achieve fast and accurate tracking of the desired ratio trajectory. Furthermore, the controller should also be robust for disturbances.An important subgoal is to maximize the effi ciency. It is quite plausible (and otherwise supported by experiments, 3) that to realize this sub-goal the clamping forces Fpand Fshave to be as small as possible, taking the requirements in equation(30) into account. Theoutputoftheratiocontrollerissubjecttotheconstraintsofequation(31).Theconstraints F F,mincan effectively raise the clamping force setpoint of one pulley, resulting in an undesirable ratio change. This can be counteracted by raising the opposite pulleys clamping forceaswell,usingmodel-basedcompensatortermsintheratiocontroller.UsingIdesmodel, i.e. using equation(10), expressions for the ratio change forces Fp,ratioand Fs,ratio (fi gure8) can be easily derived: Fp,ratio= Fshift,d+ Fs,min(32) Fs,ratio= Fshift,d+ Fp,min (33) where Fshift,dis the desired shifting force, basically a weighted force difference between both pulleys. As explained earlier, depends on ? s, which in turn depends on Fs. This is an implicitrelation(Fs,ratiodependsonFs),whichhasbeentackledbycalculating frompressure measurements. It will now be shown that at each time, one of the two clamping forces is equal to F,min, whereastheotherdeterminestheratio.Usingequations(30),(32)and(33)thedesiredprimary 398M. Pesgens et al. Figure 8.Ratio controller with constraints compensation and secondary clamping forces Fp,dand Fs,dare given by: Fp,d= Fp,ratio Fs,d= Fs,min ? if Fshift,d+ Fs,min Fp,min(34) Fp,d= Fp,min Fs,d= Fs,ratio ? if Fshift,d+ Fs,min Fp,min Fp,min Fs,ratio= Fshift,dif Fshift,d+ Fs,min Fp,max Fs,ratio Fs,max (40) If either pressure saturates (pp= pp,maxor ps= ps,max), the shifting speed error inevitably becomes large. The anti-windup algorithm ensures stability, but the tracking behavior will deteriorate. This is a hardware limitation which can only be tackled by enhancing the variator and hydraulics hardware. The advantage of a conditional anti-windup vs. a standard (linear) algorithm is that the linear approach requires tuning for good performance, whereas the con- ditionalapproachdoesnot.Furthermore,theperformanceoftheconditionalalgorithmclosely resembles that of a well-tuned linear mechanism. 6.Experimental results As the CVT is already implemented in a test vehicle, in-vehicle experiments on a roller bench have been performed to tune and validate the new ratio controller. To prevent a non- synchronizedoperationofthrottleandCVTratio,theacceleratorpedalsignal(seefi gure1)has beenusedastheinputforthevalidationexperiments.Thecoordinatedcontrollerwilltrackthe maximum engine effi ciency operating points.A semi kick-down action at a cruise-controlled speedof50km/hfollowedbyapedalbackouthasbeenperformedinasinglereferenceexper- iment. The recorded pedal angle (see fi gure9) has been applied to the coordinated contro
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