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Hnic I: An Overview of Automotive Control Actuators
Hnic I: An Overview of Automotive Control Actuators
~.e TheEngineering
~ ResourceFor
~ Advancing Mobility 400 COMMONWEALTH DRIVE WARRENDALE, PA 15096
e hnic I B
r rl S
840306
International Congress
& Exposition
Detroit, Michigan
February 27-March 2,1984
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ISSN 0148-7191
Copyright 1984 Society of Automotive Engineers, Inc.
This paper is sUbject to revision. Statements and opinions ad· Persons wishing to submit papers to be considered for pre·
vanced in papers or discussion are the author's and are his sentation or publication through SAE should send the manu-
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printed with the paper if it is published in SAE Transactions.
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840306
ABSTRACT applications.
Stt'ictly speaking, as defined by the
Automotive microcomputer controls require hydt'omechanical engineer, an actuator is a
power-level actuators to pt"ovide the physical transducer which delivers energy in the form of
contt'ol inputs to the system> controlled, just mechanical wot'k; Le. fot'ce x displacement or
as they need sensors for measuring the control torque x angular rotation. However, as used in
parameters. The paper describes various the automotive electronics community today, the
actuators available for or in use in U.S. term actuator describes a transducer which
automobiles and trucks. Possible future t'eceives an electrical signal input and outputs
developments are suggested. a cort'esponding physical, chemical or thermal
analog, the latter usually being at a
significant power level. Except for this last
attribute, the sensor and the actuator are
THE UBIQUITOUS MICROCOMPUTER is now a necessary rather like mirror images when t.hey transduce
and familiar part of automotive control between the same parameter pair; but the
systemsj as many as ten microcomputers have necessity that the actuator deliver its signal
been reported on a 1983 passenger: car (1)*. at a power level sufficient to manipulate with
When the microcomputer is used for: control it fidelity t.he system it controls makes all the
must interface with the physical world through difference.
peripheral transducers sensors and
actuators. In fact I all control systems can GENERAL ATTRIBUTES OF ACTUATORS
be understood in terms of the four elements:
sensor, actuatot", contt'ol device or- Because of the requirement for power
intelligence, and the system being contr-olled delivery and because the actuator must
(2). Micr-ocomputer-ot'ganized controls at'e interface mechanically with the system
particulat'ly well suited to analysis by this controlled, actuators are quite commonly
model, because the sepat'ation of function purpose-built for a specific application, while
closely corresponds to physical (black-box) sensors are often more general purpose. This
separation as well. is particularly true for intermediate quantity
Microcomputer controls have been the topic products such as car and truck optional
of many sessions at each of these meetings for equipment, where specialized design is only
the past decade; sensors have also received justified when it cannot be avoided. Thus the
much attention, but because of the variety of pressure sensor used in a multi-point fuel
technologies involved, the developing injection system can be identical to that used
automotive sensor art has been conveniently in a central point injection system, whereas
chronicled for the engineet"ing community in a the solenoid valves used in each case will
series of overview papet"s (3-7). However, less differ from each other.
attention has been paid the actuating devices; Another difference between sensors and
hence, it seems timely to review actuators in actuators also flows from the requirement that
use and being developed for automotive contt"ol actuators deliver power; the fidelity and
stability of the transfer function is usually
better for the sensor than for its actuator
* Numbers in parentheses designate references analog. While this is not always so, it is so
at end of paper. common that closed-loop control systems are
115
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116
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movement). Solenoids designed to provide a used with a position sensor in proportional EGR
linear relationship between angle and currenl, valve actuator systems.
especially those with a zero current center The solenoid driving a valve in an on-off
point, are called torquemotors. A torquemotor or pt'oportional mode is widely used in
is shown schemalically in Figure 5; lhe dotled automotive applications. On passenger cars. it
portion shows that it is intended to drive the is seen in central point manifold fuel
flapper in a single stage spool valve of a injection systems, as a fuel shut-off valve,
hydraulic or pneumatic servo. and as a modulator valve for vacuum or
STEPP~R MOTORS The stepper motor hydraulic boost systems. On trucks, today it.
occupies a position somewhere between a rotary is used for fuel shut down and for modulating
solenoid and a true free running instrument pneumatic actuators powered by the air brake
motor. The stepper motor is a rotary device supply. Some hydraulically-powered controls
which is limited by stops to a small angular are also beginning to appear, usually powered
rotation (See Figure 6). When iL rotates, it by the lubricating oil pressure. In the future
captures and moves along a second rotating solenoid valves will be found controlling fuel
plate which is fitted with a rachet or detent metering and injecti.on timing in unit injector
arrangement such that it. has stable positions diesel engine controls. Figure 7 shows the
at equal angle increments _. say every degree. A design of a solenoid-·operated needle valve
current pulse into the stepper motor drives the which has been much used allover the world for
armature and rachet plate from the present in-manifold fuel injection on gasoline engines.
sLable position into the next stable position. The variety of mechanical configurations
Thus the stepper motor advances its output a used to control fluid flow is limited only by
fixed angle increment for each input pulse. human imagination; a selection of these is
The device can be made to step in both shown in Figur.e 8. The spool valve is the type
directions by providing a second coil; or by most often seen controlling automotive engine
using a permanent. magnet fi.eld, and reversing fuel in pulse~.width-modulation central point
the current. direction in the single coil. fuel injection systems. because this type of
Stepper motors are rated for continuous or valve has the fuel pressure balanced out. yet
for intermittent duty, and have a maximum meters accurately when full open. The flapper
stepping rate (slewing rate) at which they are valve, simple and with a light armature is used
reliable. The force available f('om the rachet for high ft'equency pulse dut.y cycle
mechanism to hold t.he last position is not very proportional service. Solenoid dt'iven disc
large; however, stepper motors often drive a valves ar.e often seen in on-off low power
leadscrew, to obtain a linear position with service.
lots of fine steps and a significant t'everse HIGH SPEED ACTUATORS FOR HIGH ,'ORCES - The
mechanical advantage in the dormant state. desire to operate electronic controls on heavy
These devices interface vet'Y nicely with duty truck diesel engines has given rise to a
microcomputet' controllers, which can readily number of special designs for this service.
keep track of the number of pulses of each Diesel unit injection is into the cylinder, and
sign, into the stepper motor, and thus know the direct approach to electronic control of
where the actuatot' is positioned. However; unit injection requires a fast valve having the
unless the microcomputet' is provided with a ability to deliver vet·y high forces. Jerk-·pump
non-volatile memory, this infor-mation is lost or distributor fuel systems mostly use a rotary
when the microcomputer power goes down. For position servo solution; unit injection may use
this reason, most stepper motor actuators are an indirectly controlled, cam-·driven means, or
designed to retur-n to a fixed start position it may use a brute force high pressure common
when power is interrupted. Stepper rail design. This last mechanization is the
motor/leadscrew combinations driving a needle most demanding of speed and force on the valve.
valve have been used for modulated carburetors. Larger solenoids can of course deliver
Early stepper motors gained a reputation larger forces; but if the speed of the valve is
for unreliability when used in fast continuous limited by the mass of the armature the force
operation. More modern designs are much better delivet'ed by an E-core st('ucture scales only as
in t.his respect, and some have lifetimes up to the square of its linear size, whereas the
a billion steps. Often these are split phase armature mass scales as the cube. Hence, the
designs with two windings, requiring two or larger the force needed the slower the
even tht'ee drivet's per stepper motor. The actuator,unless the voltage can be raised.
sLt:."'.ppcr motor is essentially an economical way HELENOID The Helenoid (8) design
to achieve an accurate open loop position overcomes this problem at the expense of
drive. The same effect can be achieved using a complexity, by "wrapping" the armature/pole
d.c. motor driving a leadscrew, with a linear piece gap around a cylindrical magnetic
or rotary displacement sensor feeding back circuit, as shown in Figure 9. The mass of the
position information. The microcomputer closes armature scales as 2mnR, and so does the
the position servo loop, as was shown in Figure force generated by the device. Helenoid
1. If only a little force is needed, it can be valve designs having sub-millisecond full-on
pt'ovided by a proportional or and full-off response times at high pressures
pulse-duty-cycle-modulated drive to a have been built for use in diesel engine unit
solenoid. Pulse modulated solenoids have been injector systems.
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COLENOID The Helenoid actuato~ is The r-esponse time of the device is usually much
limited to fai~ly sho~t strokes - a millimeter slower in the cooling direction than in the
or so. The Colenoid (9) actuator - similar to heating direction, so that it is ordinarily
the Helenoid but having a conical geometry used in a mode wher-e only the heatup actuation
rather than a cylindrical geometry has time and "crce ar-e important - for example, to
similar pr-oper-ties to its sibling but can unlatch a hood or- decklid.
oper"ate oVer str"okes as long as ten BIME'tAL - The bimetall ic thermal motor,
millimete~s. (Figur-e 10). unlike the wax motor-, moves over a displacement
PIEZOELECTRIC VALVE - Anothec appcoach to r-ange as a function of the tempet"ature of the
the high speed, high force actuator is to use a bimetal. Mor-eover, its active displacement
stack of piezoelectric drivers to obtain the r-ange can cort"'espond to a high temperatur-e I so
electr-ical to mechanical motion transduction. that it is less sensitive to ambient
While this device can realize very high force temperatur-e; and its heating and cooling rates
and fast. speed, it also requires a relatively can be made appr-oximately equal, per-mitting
high voltage to drive the stack; because the roughly equal response times in both
load is capacitive, the initial cur~ent drive directions. A simple ther-mal motor is depicted
requirement is also very high. Both the schematically in Figure 12. Most commonly.
voltage of t.he ·order- of 500-1000 volts - and these devices have been used to drive a display
the instantaneous dr"ive current pose a ver-y element for- example, a dash panel oil
difficult electr-ical inter-face problem for- the pressur"e gauge or batter-y charge/discharge
dr-iver design. indicator-. The bimetal becomes quite
The basic problem with electrical drive non-linear for motions th~ough mor-e than a
interfaces shows its harshest face in this small deflection angle.
case. Fast. response electr"ical-to mechanical Whi Ie the temperature sensitivity of t.he
tr-ansduction methods are just not efficient .- bimetal is impr-oved over the wax motor t this
with t.he sole exception of the continuously effect can still be tt"oublesome When an
operating electric motor. When large forces accur-ate zero position 0[" set point is
are required as well, the power involved is not desir-ed. Figut"e 13 depicts a bimetal actuatot"
tr"ivial, and the inefficiency reflects back which is compensated for ambient temperature.
into the driver electr"onics requir-ement -- which The actuator is in a U shape, with only one leg
in any case is limited in power handling of t.he U being heated. When t.he ambient
capability. For this reason, whereever temper-atut"e changes, both legs of the U are
substantial amounts of power are needed, the affected; the net deflection of the active leg
electrical actuator is used as a piloL (or; a is Zer-o to a first approximation.
much higher power capability hydr-aulic, The bimetal thermal actuatot" can have a
pneumatic or- vacuum actuator. useful motion, but produces far less force than
THERMAL ACTUATORS Although thecmal the wax motor; thus energy pr-oduct is still
actuator-s are slow acting and ar-e best used small. Because the metal par-ts can be quite
when a contr-ol motion in only one direc tion is small and light, the time constant of the
desired, these devices ar-e an economical means device can be short. The·motion of the bimetal
of obtaining a substantial force ft'om a small is quite often used to open and close contacts,
package. Thermal actuators are t"arely used in making the device into a high power gain
a pr-oportional mode, because they are quite relay. It is in this configuration that it is
sensitive to ambient temperature. Where a used as the familia~ bistable timing element in
ser-vo loop is available to stabilize the turn signal and emergency blinker systems,
actuator-, and bandwidth requirements ar-e shown in Figur-e 14.
minimal. they have seen use in the servo Bimetals can be manufactur-ed in a bistable
control mode. flat spring pattern, similat" to a child's
WAX MOTOR - Figure 11 depicts a wax motor "cricket", which has the property of nar-r-owing
actuator- schematically. The material filling the temperature range over Which the actual
the cavity of the Wax motor is selected for a displacement occurs and speeding up the
melting point comfortably above the maximum tr-ansfer between the two natural positions.
ambient temperature it will see, a low heat of The bimetallic relay descr-ibed above is
solidification and a SUbstantial volume sometimes made this way. If the bimetal comes
expansion when melting. As the material is up a&ainst a stop befor-e it reaches the natural
heated by current t.hrough the heater, it melts stable position on that side, it is held
and expands, forcing the bellows to extend. against the stop in this position, a pr-operty
The actuator remains extended until it becomes which is used in the vacuum modulator shown in
cool enough for the fill material to solidify, Figur-e 15. The manifold vacuum fr-om the engine
at which point the spring constant of the drains gas thr-ough one orifice, whi Ie ambient
bellows retu~ns it to its inactive position. atmosphere can bleed in thr-ough the second.
The wax motor can genet"'ate a very large The bimetal blocks either one or the other-
force for its size; however the displacement it orifice. The chamber can thus be held at any
can achieve is quite small, and therefore the pressu~e between these two values, and
energy delivery is modest. Lat"ger motions can communicates to a spring-loaded bellows. the
be obtained if a lever linkage is used, external side of which is exposed to ambient
actuated by the wax motor near- its fulcrum. air. The whole assembly acts as a power -
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boosted position contr-ot for- the mlxlng valve equally vital to realiZing automotive
of a passenger- car- climate contr-ol system. The microcomputer- contr-ols. Radical breakthroughs
whole thermal system is sufficiently slow that in actuator- technology ar-e unlikely, but a
the bimetallic pilot valve has quite fast tr-end towards smart actuator-s is predicted.
enough t"esponse to control the air temperature ACKNOWLEDGMENT
to the desit"ed set point. In 1976 Mt". Charles J. Ahern, now at the
HEAT ENGINE - Figure 16 is the schematic Genet"al Dynamics Tank Arsenal but then a
of a vapor- phase eleclr-othermal actuator. This colleague of mine at the Bendix Research
device is t"eally a miniature single str-oke heat Laboratot"ies compiled a handbook of actuating
I
engine. The heatet" is immet"sed in a high and flow contt"o 1 elements, which unfor-lunately
boiling point liquid. When an ampere of remains unpublished. To him lowe the very
cur-rent excites the heater for about one clear and descriptive sketches of valve
second, enough heat is deposited in the liquid pt"inciples which appear in this paper along I
to raise its temperature above the boiling with many pleasant memor-ies of joint
point, so that it flashes. The pressure of the engineering endeavors.
superheated vapor- r-ises to 250 psi or mor-e, and
communicates a force thr-ough the elastomer
diaphragm to the spt"ing-loaded piston. This REFERENCES
simple device can exert a force of 2-4
kilogt"ams (5-10 pounds) over a displacement of 1. Givens, L" "Engineering Highlights of the
15 n~ (one-half inch). The delay between power 1983 Automobiles" Automotive Engineering
I
on and fUll displacement is typically one 90, No. 19, October 1982, p. 3Iff.
second; but like the wax motor, resetting has
to wait a relatively long time while the 2. Wolber, W.G., "Sensors in the 1980'S~',
actuator- cools. This actuator was designed to Hydt"aulics and Pneumat ics, May and June,
operate hood and decktid latches doot" latches I 1981.
and similar "once- in-a-·while" motions r-emotely.
FUTURE TRENDS IN ACTUATOR DESIGN 3. Fleming W. J . "Engine Sensors: State of
I I
Pt"obably tht"ee-quat"tet"s of the actuator-s the Art", SAE Paper No. 820904, presented
used in automotive applications at"e based upon at the Intet"national Congr-ess on
electt"omagnetic principles. The system Automotive Electronics , Dearborn,
designer has available very little vat"iety in Michigan, October 4, 1982.
choosing the principle of transduction,
compared to the wide vat"iety availaple fot" 4. Wolber, W.G. "Electronic Engine Contt"ol
sensing; but he does have a wide r-ange of for Heavy Diesel Tr-ucks: Sensor and
design embodiments at his disposal. Thus the Str-alegy Shortcomings", InTech, July, 1982.
introduction of an impor-tant new class of
actuators based upon a novel tt"ansduction 5. Wolber-, W.G. , "Automotive Engine Contt"ol
principle would seem to r-equire a substantial Sensors '80" SAE Paper- No.
I 800121,
bt"eaktht"ough. The new field of micromechanical pr-esented at the SAR 1980 Inter-national
devices based upon microelectr-onics fabrication Automotive Engineer-ing Congress, Dett"oit,
methods might be such a breaktht"ough area. Michigan, February 25-29 , 1980.
We can expect that the variety of
embodiments~ill continue to proliferate. Thus 6. Wolber, W.G., "A Worldwide Over-view of
just as the smar-t sensor (1°,11) is receiving a Automotive Engine Control Sensor
lot of attention I we can expect smart Technology", presented at t.he SAE 1978
actuator-s, containing an integral International Automotive Engineering
microcomputer-/driver , to appear. The smart Congress, Detr-oit, Michigan, February
actuator will solve one of the difficult 27-March 3, 1978.
problems in complex contr-ol systems that of I
pr-oviding high--power, point-to-point signal 1. Hood, R.B" "Sensoc-s, Displays, and Signal
lines and dealing with their attendant EMI. Conditioning" SAR Paper No.
I 740015,
The smart actuator will receive its commands pt"esented at the SAE 1974 International
fr-om a low power party line digital data bus
I Automotive Engineering Congr-ess, Detroit ,
and its pOWer input fr-om a high level common Michigan Febr-uary 25-March 1, 1974.
I
119
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Critical
servo.
Flo.....
Valve
loluke
Manllold
Vacuum ~=========~ E~hau51
Manifold
{Amblei'll Preuutc}
[J~__ Micro
O---l.--rc_'.,mr"_'_"'r-'
Spacer
Pivot
laminated Soft ~polePiece
Iron Core Air Gap
1'77':'77J.
Laminated
...- Soft Iron Armature
Coils
1·.........- - Flapper
_ _ Spider Spring
I r-"'\._s- J
I r~,
r-l.._J-'
c;'1 I
I
I 11 ..... _.J I I
Coil Balanclng..--"'"F====:.f,;'~~~==="",,~ Pilot Stage
Nozzles ~_.r- '"\.._.J" -i.._ .]'"- ..._ J""'-- Spool
120
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TERMINALS
CORE PLASTIC
VALVE CONNECTOR
HOUSING SPACER
NEEDLE
JJ91-II~FiLTER
Clutch
,,
r--.l..L-- 1
I I
I I
I I
: I
I
Slide Valve
-;:;:;:;:;:~~v~alve Motion
; /:
Butterfly Valve
Slug Valve
Figure 8a. Rotary Balanced Force Valve
Schematics. FiguJ:e abo Balanced Force Valve Schematics.
121
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Valve Motion
X V.lv. Motion
%'%;:f,
*""===?%
Swing Valve . Needle Valve
Valve Motion
:/;&/ -L
til
%
Plug Valve
Disc Valve
Valve Motion
~i~lre Be. SChematics of Sim~le Generic l.o'igure ad. Schematics of Linear Motion
Valv'?::::;. Valves.
122
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~. ! Valve Motion
Pinch Valve
Shaped Plunger Valve
'/'./;';;:; Diaphragm
/-
;;»/,/::0;-
~- Valve Mollon
~Welr
"::~"'~.~"';7>;7,(7<0:;"';'/</::,::;~:?;:~;:~;-;;/;; Globe Valve
Weir-Diaphragm
Valve Motion
)~
~I
,---:--: ~.Ive Motion
:~;
Gale Valve
Spool Valve
123
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1
Output Flow Movement - - - l .l.~1
Vortex
3-Way Diverting
E'igure 9a. Princtpal of' Helenoid Design.
Armature Movement
Armature- Movement
.
124
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«1-- Actuator-
Push Rod
Motion
Melting
Solid
Bellows
Heater
Hotot".
. ~ "U"~Shaped
Bimetal
125
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Insulator
Healer Call
Bellows
Resloring Spring
Electrical
Con nectlons
Vacuum
In Controlled
Vacuum
Oul
126
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This paper is subject to revision. Statements and opinions ad~ Persons wishing to submit papers to be considered for pre·
vanced in papers or discussion are the author's and are his sentation or publication through SA.E should send the manu~
responsibility. not SAE's; however, the paper has been edited script or a 300 word abstract of a proposed manuscript to:
by SAE for unifonn styling and fonnat. Discussion will be Secretary, Engineering Activity Board, SAE.
printed with the paper if it is published in SAE Transactions.
For pennission to pUblish this paper in full or in part, contact 16 page booklet. Printed in U.S.A.
the SAE Publications Division.