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Application of Moving Sliding Mode Control For A D
Application of Moving Sliding Mode Control For A D
Application of Moving Sliding Mode Control For A D
xakar1
Orhan C and Alper Kadir Tanyıldızı2
Abstract
The angular velocity of the input link of a mechanism fluctuates due to the inertia of links and the external forces,
although it is generally assumed constant in design. The control of the crank angular velocity of a four-bar mechanism
driven by a DC motor by moving sliding mode control is considered in this study. A time-varying slope is proposed
based on the error state. The mathematical model of the motor-mechanism system is derived using Eksergian’s equation
of motion. First, the state space equations are solved numerically for constant motor voltage to show the velocity fluc-
tuations of the crank. Then both the conventional sliding mode control method and the proposed moving sliding mode
control method are applied to obviate this unwanted velocity fluctuation. The method is verified by numerical simula-
tions as well as experimental studies. The results of both the sliding mode control and the moving sliding mode control
methods are compared. It is shown that a moving sliding surface in the sliding mode control increases the robustness of
conventional sliding mode control by decreasing the reaching time. Also, the performance of the moving sliding mode
control against parametric variations and external disturbances is experimentally investigated by adding a mass and apply-
ing an unexpected force on one of the links of the mechanism.
Keywords
Moving sliding mode control, four-bar mechanism, velocity control
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2 Advances in Mechanical Engineering
can be reduced substantially adjusting the DC motor adopted an online-trained FNN to estimate the bound
voltage using feedback control. of uncertainties in real time. Hwang and Kuo14
Since PID controller is very sensitive to the nonli- designed a stable F-SMC for highly nonlinear systems.
nearities, the tuning of the PID gains properly is quite The uncertainties were assumed to be large enough and
difficult. During the past decades, to increase the cap- an adaptive fuzzy model was employed to model them.
abilities of PID controllers, many artificial intelligence An equivalent control using the known part of system
(AI) techniques such as neural networks (NNs), fuzzy dynamics and the learning fuzzy model is designed to
systems and fuzzy neural network (FNN) have been achieve the desired control behaviour. The verification
employed.5–7 Gündoğdu and Erentürk8 used a fuzzy and usefulness of the proposed control were demon-
logic controller (FLC) to regulate crank speed fluctua- strated by the simulations and experiments of velocity
tions of the four-bar mechanism driven by a DC motor. control of the four-bar linkage system. Then, Hwang
Performance of the proposed method was compared and Hsieh15 designed an estimator for the tracking
with the optimum PID control method suggested in error to obtain a sliding surface and to decrease the
Tao and Sadler.4 It was shown that the FLC method is number of unknown nonlinear functions required to
more efficient and robust than the PID control. In their learn. Koca et al.16 used SMC in conjunction with type
study, it was observed that the rise time to steady-state 2 fuzzy logic for the control of crank angular speed of a
condition was very fast without a large overshoot and four-bar mechanism driven by a DC motor. The pro-
the percentage of speed fluctuations was very low com- posed method reduces the number of fuzzy rules.
pared to open-loop responses and PID controller cases. Recently, Al-Jarrah et al.17 investigated, experimen-
The drawbacks of PID control such as sensitivity to tally, the dynamic performance of the four-bar mechan-
nonlinearity can be avoided by sliding mode control ism driven by a geared DC motor under different
(SMC) which has been used effectively in many control operating conditions using various control schemes
areas recently. SMC constitutes choosing the sliding such as filtered PID, filtered SMC, filtered FC and fil-
surface and determining the control law for the state tered genetics-based reinforcement neuro-controller.
variables to move on the sliding surface. Sxevkat and Another way to improve the robustness of SMC is
Telli9 applied the SMC to the four-bar mechanism dri- to rotate and/or shift the sliding surface during control
ven by a DC motor and compared the results with those action which is called as moving sliding mode control
of Tao and Sadler4 and Gündoğdu and Erentürk.8 (MSMC) proposed by Choi and colleagues.18,19 SMC
They adopted a filter in order to alleviate the chattering with a moving sliding surface (MSS) has a robust and
phenomenon in SMC. It is concluded that the perfor- fast response. The MSS was designed to pass the initial
mance of the SMC is better than that of nonlinear PID conditions at first and subsequently moved towards a
and FLC. predetermined sliding surface by rotating and/or shift-
The performance of the SMC strictly depends on the ing. Employing the MSS, it is possible to lessen the sen-
control gain. When the control gain is large, the reach- sitivity of the system to extraneous disturbances by
ing time to the sliding surface from the initial state is means of shortening the reaching phase without
minimized. But the chattering phenomenon, which is increasing undesirable chattering of the control signals.
undesirable for practical applications, occurs for large Furthermore, the reaching phase can be almost elimi-
values of the control gain. One way to alleviate the nated by increasing the dwelling time of the surface,
chattering phenomenon is to employ a boundary layer, hence guaranteeing system robustness during the whole
which includes the uncertainties around the sliding sur- interval of the control action. Due to these advantages
face. But this approach degrades the robustness. of MSMC, it has various applications in engineer-
However, the bound of the uncertainties is difficult to ing.20–23 However, some researchers proposed a differ-
obtain beforehand for practical applications. Fung ent time-varying sliding surface.24–27
et al.10 applied SMC for position control of a crank– In this article, MSMC is employed to control the
slider mechanism driven by a PM synchronous servo velocity of the input link of a four-bar mechanism dri-
motor. They utilized a simple fuzzy inference mechan- ven by a DC motor. A simple time-varying sliding sur-
ism to estimate the upper bound of uncertainties for face slope is proposed. The results are compared with
SMC. It was shown that the proposed method has those of conventional SMC. Also, an experimental
robust control performance to parametric variations study was performed to demonstrate the performance
and external disturbances. Then Fung and Shaw11 pre- of the method in the real applications. However, the
sented a method named as region-wise linear F-SMC in robustness of the method against parametric variations
order to increase the performance of the controller by and external disturbances is investigated.
minimizing the number of fuzzy rules. Lin et al.12 added In what follows, the equation of motion of the
a supervisory controller to FNN-SMC controller pre- motor-mechanism system is built up and represented in
sented in Kao et al.7 in order to stabilize the system the state space. Then the theories of the conventional
states around the bounded region. Lin and Wai13 SMC and MSMC are introduced briefly. Next the
Cxakar and Tanyıldızı 3
effectiveness of the proposed MSMC method is demon- torque; Tm = Km ia is the torque generated by the motor;
strated by the numerical simulation proposed in and Tf represents the torque due to mechanical losses
Tanyıldızı and Cxakar.28 Then an experimental study such as brush friction, gear friction and dry bearing
with comparisons is given. In the last section, the friction.
results are concluded. Eksergian’s generalized equation of motion for a sin-
gle-degree-of-freedom system is given by Paul29
Mechanism parameters
Links (i)
1 2 3 4
DC motor parameters
R (O) L (H) Km (N m/A) Kg (V s) J (kg m2) Tf (N m) B (N m s)
V s: Volt-second; N m s: Newton-meter-second.
Control law Slope c Average speed Rise time (s) Overshoot (%) Speed fluctuations (%)
Experimental study
An experimental system depicted in Figure 8 was set up
in order to examine the effectiveness of the control
methods. The crank of the four-bar mechanism is dri-
ven by a DC motor without gearbox. The parameters
of the mechanism and the DC motor are given in
Table 3.
For the data acquisition and motor control, a
dSPACE DS1104 R&D real-time controller board was
used. It is fully programmable from the MATLAB/
Simulink block diagram environment and all I/O can
be configured graphically. After the configuration, the
real-time model code can be generated, compiled and
automatically downloaded to the DS1104. To drive the
motor, an IGBT-based H bridge power convertor was
Figure 5. Comparison of the crank velocities for MSMC and used (Leybold Didactic GmbH, 732 297). The control
conventional SMC. signal was compared with the ramp function and sent
to the DS1104SL_DSP_PWM unit to generate PWM
signals for the IGBTs. The angular position and velo-
11.5% shorter than that of the conventional SMC. For city of the crank were measured by a Nemicon NOC-S
the MSMC, the change of the slope and the error ratio type 2500 pulse/rev incremental encoder. The block
with time are shown in Figure 6(a) and (b). It is seen diagram of the real-time control system is depicted in
that, while the error ratio is decreasing, the slope Figure 9.
increases with time. The slope has a constant value of First, the system was run without any control by
100.5 after tr = 0.0293 s because the moving algorithm applying a constant input voltage of 30 V to the motor.
was terminated at this time. The discontinuous point The experiment was performed for 5 s with a time incre-
on the error ratio graph shows that the representative ment of 0.0002 s. Figure 10 shows the step response of
point crosses the desired velocity, that is, the velocity the crank angular velocity such that it fluctuates
error is zero. It should be pointed out that because between 13 and 19 rad/s because of the variable inertia.
these discontinuities occur after the reaching phase this Second, the conventional SMC was used to control
method is not affected. The time tr has a crucial role in the velocity of the crank. The desired velocity value of
the performance of the method. The smaller the value the crank was chosen as 20 rad/s. The system was run
of tr, the longer the reaching time. On the other hand, and the velocity error was determined by comparing
the larger value of tr may result in a longer tracking the desired velocity and the velocity data taken from
time. The sliding surface for the MSMC is also shown the encoder. The motor control voltage was calculated
in Figure 7. using the velocity error and its derivative in SMC
(a) (b)
Figure 6. Change of (a) slope and (b) error ratio with time, for c0 = 7 and tr = 0.0293 s.
8 Advances in Mechanical Engineering
Mechanism parameters
Links (i)
1 2 3 4
DC motor parameters
R (O) L (H) Km (N m/A) Kg (V) J (kg m2) Tf (N m) B (N m)
Figure 10. Crank angular velocity for the without-control case Conclusion
in the experimental study. In this study, MSMC was adopted for velocity control
of a four-bar mechanism driven by a DC motor.
Then the proposed MSMC algorithm was applied to Although, in SMC, the slope of the sliding surface is
control the system and it was observed that the result chosen by the user optimally or nonoptimally, it is cal-
was very satisfactory. It is evident from Figure 12(a) culated based on the error state at each integration of
that the velocity reaches the desired value in a very time during the reaching phase in the proposed
short time. The crank velocity comes to a stable zone in MSMC. The initial values of the slope and the rotating
0.165 s. The rise time is 0.017 s and the velocity fluctua- time have a crucial role in the performance of the pro-
tion is vitally reduced such that the velocity fluctuates posed method. The rise time of the conventional SMC
between 19.50 and 20.45 rad/s despite the overshoot of can be chosen as the time of the rotating procedure
17%. Moreover, the chattering is significantly elimi- terminated.
nated as shown in Figure 12(b). These show the effi- The numerical simulations as well as the experimen-
ciency of the proposed MSMC method. tal studies showed that the MSMC has a smaller reach-
One of the important properties of SMC is that it is ing time and robust control compared to the
insensitive to the change of parameters and to the dis- conventional SMC. A most important result observed
turbing effects. In order to show the effectiveness of the in the experimental study is that, in the SMC, the
MSMC over these effects, two experiments were also desired crank velocity was not achieved. It was thought
carried out. In the first case, a 0.5 kg mass is added to that this may be because the motor trigger rate is lower
link 4 to simulate the change of parameters without than the sample time of the applied voltage. On the
changing the controller parameters used in previous contrary, in the case of MSMC, the desired velocity
experiment. The velocity and voltage responses of the
(a) (b)
Figure 11. (a) Crank velocity and (b) control voltage for the conventional SMC.
10 Advances in Mechanical Engineering
(a) (b)
(c)
Figure 12. (a) Crank velocity, (b) control voltage and (c) velocity error for MSMC.
(a) (b)
Figure 13. (a) Crank velocity and (b) control voltage in the case of added mass of 0.5 kg.
Cxakar and Tanyıldızı 11
(a) (b)
Figure 14. (a) Crank velocity and (b) control voltage in the case of unknown force.
was achieved in a short time that shows the efficiency 6. Wai RJ and Lin FJ. A fuzzy neural network controller
of the MSMC method. with adaptive learning rates for nonlinear slider-crank
mechanism. Neurocomputing 1998; 20: 295–320.
Declaration of conflicting interests 7. Kao CC, Chuang CW and Fung RF. The self-tuning
PID control in a slider–crank mechanism system by
The author(s) declared no potential conflicts of interest with
applying particle swarm optimization approach. Mecha-
respect to the research, authorship and/or publication of this
tronics 2006; 16: 513–522.
article.
8. Gündoğdu Ö and Erentürk K. Fuzzy control of a dc
motor driven four-bar mechanism. Mechatronics 2005;
Funding
15: 423–438.
The author(s) disclosed receipt of the following financial sup- xevkat G and Telli S. Sliding mode speed control of an
9. S
port for the research, authorship, and/or publication of this electric motor driven four-bar linkage mechanism. Ulu-
article: This study was supported by Scientific Research dağ Universitesi Mühendislik-mimarlık Dergisi 2008; 13:
Projects Coordination Unit of Firat University. Project 15–26 (in Turkish).
number: FÜBAP-1987. 10. Fung RF, Chen KW and Yen JY. Fuzzy sliding mode
controlled mechanism using PM synchronous servo
ORCID iD motor drive. Int J Mech Sci 1999; 41: 337–355.
11. Fung RF and Shaw CC. Region-wise linear fuzzy sliding
xakar
Orhan C https://orcid.org/0000-0001-6947-3875 mode control of the motor-mechanism system. J Sound
Vib 2000; 234: 471–489.
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of a motor-gear-mechanism system. Mech Mach Theory structure control for partially unknown nonlinear
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4. Tao J and Sadler JP. Constant speed control of a motor T 2002; 10: 263–271.
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737–748. sliding mode control of a four-bar mechanism. Int J
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ments. Int J Syst Sci 1997; 28: 1227–1238. of various control schemes on a four-bar linkage
12 Advances in Mechanical Engineering
mechanism driven by a geared DC motor. WSEAS Trans The constraint equations are nonlinear and can be
Syst Contr 2015; 10: 584–597. solved by the numerical methods for unknown para-
18. Choi SB and Park DW. Moving sliding surface for fast meters f1 and f2.
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Syst: T ASME 1994; 116: 154–158.
19. Choi SB, Park DW and Jayasuriya S. A time-varying
g = J1 f0 ð16Þ
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21. Chun K and Sunwoo M. Wheel slip tracking using mov- ∂q ∂q
ing sliding surface. Proc IMechE, Part D: J Automobile
Engineering 2005; 219: 31–41. and J is the Jacobian matrix and the elements of which
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earthquake-excited structures. Struct Eng Mech 2007; 26: ∂fi
Jij = , (i, j = 1, 2) ð18Þ
517–544. ∂fj
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r3 sin f1 r4 sin f2 r2 sin q
for sliding mode controllers using a linear time-varying J= , f0 = ð19Þ
r3 cos f1 r4 cos f2 r2 cos q
sliding surface. Proc IMechE, Part I: J Systems and Con-
trol Engineering 2002; 216: 455–466.
and the velocity coefficients are determined from equa-
25. Tokat S EksinI_ and Güzelkaya M. New approaches for
on-line tuning of the linear sliding surface slope in sliding
tion (16) as follows
mode controller. Turk J Electr Eng Co 2003; 11: 45–59.
r2 sin (q f2 ) r2 sin (q f1 )
26. Saeedi SG and Beheshti MH. Optimal design of rotating g1 = , g2 = ð20Þ
sliding surface for sliding mode control. In: Proceedings r3 sin (f1 f2 ) r4 sin (f1 f2 )
of the American control conference, St. Louis, MO, 10–12
June 2009, pp.774–777. New York: IEEE. The angular velocity of the links 3 and 4 can be calcu-
27. Sumantri B, Uchiyama N, Sano S, et al. Generalized lated as follows
super-twisting sliding mode control with a nonlinear slid-
ing surface for robust and energy-efficient controller of a f_ 1 = g1 q,
_ f_ 2 = g2 q_ ð21Þ
quad-rotor helicopter. Proc IMechE, Part C: J Mechani-
cal Engineering Science 2017; 231: 2042–2053. The velocity of the mass centre of the link i (i = 2, 3, 4),
28. Tanyıldızı AK and Cxakar O. Moving sliding mode con- vGi, can be calculated as follows
trol of a DC motor driven four-bar mechanism. In: Pro-
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
ceedings of the AzCIFToMM international symposium of
mechanism and machine science, Izmir, 5–8 October 2010, vGi = u2i + v2i q_ ð22Þ
pp.190–197. New York: Curran Associates.
29. Paul B. Kinematics and dynamics of planar machinery. where ui and vi are the components of the velocity influ-
Upper Saddle River, NJ: Prentice Hall, 1979.
ence coefficient of the mass centre of the link i and they
can be determined by differentiating the position vari-
ables of the mass centre of the links with respect to the
Appendix 1 independent variable q
The vector loop closure equation of the four-bar link-
age shown in Figure 1 can be written as dxi ∂xi X2
∂xi
ui ¼ = + gj
dq ∂q j=1
∂f j
A0 A + AB = A0 B0 + B0 B ð14Þ ð23Þ
dyi ∂yi X2
∂yi
This yields two explicit constraint equations as vi = = + gj
dq ∂q j=1
∂f j
follows
For the four-bar mechanism, the coordinates of the
f1 (q, f1 , f2 ) = r2 cos q + r3 cos f1 r1 cos b1 r4 cos f2 = 0
mass centre of the links are
f2 (q, f1 , f2 ) = r2 sin q + r3 sin f1 r1 sin b1 r4 sin f2 = 0
ð15Þ
Cxakar and Tanyıldızı 13
u2 = c2 sinðqÞ v2 = c2 cosðqÞ
For the four-bar mechanism, they are obtained as
u3 = r2 sinðqÞ c3 sinðf1 Þg1 v3 = r2 cosðqÞ + c3 cosðf1 Þg1
u4 = c4 sinðf2 Þg2 v4 = c4 cosðf2 Þg2 follows
ð25Þ u02 = c2 cosðqÞ
The acceleration influence coefficient or the second- v02 = c2 sinðqÞ
order influence coefficient is the derivative of the velo- u03 = r2 cosðqÞ c3 cosðf1 Þg12 c3 sinðf1 Þg 01
city influence coefficient with respect to the independent ð32Þ
variable q, and it can be written as v03 = r2 sinðqÞ c3 sinðf1 Þg12 + c3 cosðf1 Þg01
u04 = c4 cosðf2 Þg22 c4 sinðf2 Þg02
dgi d 2 fi ∂gi X
2
∂gi
gi0 = = = + gj ; i = 1, 2 ð26Þ v04 = c4 sinðf2 Þg22 + c4 cosðf2 Þg 02
dq dq 2 ∂q ∂fj
j=1
Note that in equations (4–6) hi and h0i are the velo-
The acceleration influence coefficients of the four- city and acceleration influence coefficients related to
bar linkage are determined as follows the rotation of the links, respectively. For the four-bar
mechanism, hi and h0i (i = 2, 3, 4) are defined as follows
r2 cos (q f2 ) r2 cos (f1 f2 ) sin (q f2 )
g10 = + g1
r3 sin (f1 f2 ) r3 sin2 (f1 f2 ) h2 = 1, h02 = 1
r2 sin (f1 q) h3 = g1 , h03 = g 01 ð33Þ
+ g2
r3 sin2 (f1 f2 )
h4 = g2 , h04 = g 02
ð27Þ
r2 cos (q f1 ) r2 sin (q f2 ) From equation (4), the equivalent mass moment of
g20 = + g1 inertia for the four-bar mechanism can be written as
r4 sin (f1 f2 ) r4 sin2 (f1 f2 )
ð28Þ
r2 cos (f1 f2 ) sin (q f1 ) = = m2 c22 + I2 + m3 r22 + c23 g12 + 2r2 c3 cosðq f1 Þ
g2
r4 sin2 (f1 f2 ) + I3 g12 + m4 c24 g22 + I4 g22
The angular acceleration of the links 3 and 4 can be cal- ð34Þ
culated as follows
and its derivative with respect to q divided by 2 which
€ 1 = g 0 q_ 2 + g1 €q;
f € 2 = g0 q_ 2 + g2 €q
f ð29Þ is named as the centripetal coefficient can be found as
1 2
follows
The acceleration of the mass centre of the link i (i = 2,
3, 4), aGi, can be calculated as follows 1 d=
= m3 r2 c3 ðg1 1Þ sinðq f1 Þ + m3 c23 + I3 g1 g 01
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi 2 dq
02 02 2
aGi = ui + vi q_ + u2i + v2i €q ð30Þ + m4 c24 + I4 g2 g02
ð35Þ
where ui and vi are the components of the acceleration
influence coefficient of the mass centre of the link i and