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Abstract—This paper presents the modeling, simulation, and is significant during both the computer-simulation and the real-
control aspects of four-quadrant switched reluctance motor time implementation stages of the drive system.
(SRM) drives. The design of SRM drive systems must be focused The performance of an SRM drive system is enhanced
on application-based appropriate control and engineering solu-
tions needed to overcome the practical issues. A complex model through optimization of a desired criterion, which set the appro-
is described for the physical motor simulation to incorporate the priate control parameters of turn-on angle, turn-off angle, and
important dynamics of the SRM. A simpler, but quite accurate, reference current [1]. The maximization of torque per ampere
model is presented for the SRM controller. Various practical limi- by an SRM is considered in this paper. This optimization may
tations have been incorporated in the simulation model to make it yield the use of a smaller motor for a given application or
closer to the experimental setup. The SRM control parameters are
chosen based on torque-per-ampere maximization requirement. a faster response time for a given motor. Electromechanical
Experimental results for a 1.0-kW SRM obtained on a digital actuators and traction-type loads require motor operation in
platform are presented along with useful guidelines for prototype the position-controlled mode with fast response characteristics.
implementation. A four-quadrant drive is essential for such servo-type applica-
Index Terms—Four-quadrant controls, switched reluctance tions. In any operating quadrant, maximum torque per ampere is
machines. the desirable quantity, either for fast forward or reverse motion
or for fast motion-direction reversal.
I. I NTRODUCTION This paper demonstrates the development of an SRM drive
considering all the practical implementation issues. The issues
T HE INHERENT simplicity, ruggedness, and low cost of
a switched reluctance motor (SRM) makes it a viable
candidate for various general-purpose adjustable-speed and
arising at the hardware and software development stages have
been addressed.
servo-type applications. The SRM drives have the additional
attractive features of fault tolerance and the absence of magnets. II. SRM M ODEL
However, due to the doubly salient construction and the discrete
commutation from one phase to another, high-performance The motor modeling lends itself to two distinctive ap-
torque control of this type of motor is a critical issue for proaches when considering the objective of modeling. A precise
servo-type applications. A sophisticated control technique can model is presented for the physical motor simulation to incor-
improve the operating performance for the entire motor drive porate the important dynamics of the SRM. A simple, but quite
system. accurate, model is presented for the SRM controller.
The development of a servo-category drive system demands
a good computer-simulation model to reduce the expensive and
A. Physical Motor Model
time-consuming experimental stage. The block diagram of an
SRM drive system is given in Fig. 1. The controller has two In the computer-simulation stage, an accurate model of the
parts: outer loop controller and inner loop controller. The outer physical motor is necessary to depict the real scenario, where
loop generates the reference torque or reference speed from the computation time is not at all critical. In the case of SRM,
the position or speed error. The SRM drive system is in the the machine is always operated in the magnetically saturated
inner loop. Dynamic modeling and simulation play critical roles mode to maximize the energy transfer. The magnetic nonlin-
in the inner loop controller design, drive system analysis, and earities of an SRM can be taken into account by appropriate
future development. The importance of appropriate modeling modeling of the nonlinear flux–current–angle (λ−i−θ) charac-
teristics of the machine. The output electromagnetic torque of
the machine is described by the nonlinear torque–current–angle
(T −i−θ) data. The machine model may then be described by
Manuscript received September 24, 2003; revised May 6, 2005. Abstract
published on the Internet September 26, 2005. This work was supported in part
by a research award from Delphi. λ = λ(i, θ) (1)
I. Husain is with the Department of Electrical and Computer Engineer-
ing, University of Akron, Akron, OH 44325-3904 USA (e-mail: ihusain@ T = T (i, θ). (2)
uakron.edu).
S. A. Hossain was with the Department of Electrical and Computer Engi- A first approach consists of look-up tables, with the predicted
neering, University of Akron, Akron, OH 44325-3904 USA. He is now with
Globe Motors, Dayton, OH 45404-1249 USA. flux linked λ(i, θ) and the static torque T (i, θ) expressed as
Digital Object Identifier 10.1109/TIE.2005.858710 functions of current level i and rotor position θ. The look-up
0278-0046/$20.00 © 2005 IEEE
1626 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 52, NO. 6, DECEMBER 2005
table is typically populated using data from static tests or results vj is the applied phase voltage, rj is the phase resistance, B
from finite-element analysis (FEA). is the viscous damping constant, TL is the load torque, and Tj
An alternative approach consists of using a geometry-based is the torque of each phase. The output variable i is obtained
analytical model described in [2] and [3]. The model uses an from the machine (λ−i−θ) characteristics when flux is used
analytical solution for the flux linked and static torque produced as the electrical state variable. If currents are used as the elec-
by one SRM phase. Separate analytical models for the flux trical state variables, then (∂λj )/(∂θ) and (∂λj )/(∂ij ) need
linked by a phase of the SRM when its stator and rotor poles do to be calculated from the (λ−i−θ) characteristics. The elec-
and do not overlap are combined to provide a complete model tromagnetic torque is derived from the flux-linkage expression
of a given motor phase. When the poles overlap, saturation of (3) using
must be included, especially in the pole tips, whereas a linear i
representation can be used in the unaligned position. The flux
∂
linked by the SRM phase is determined from the sum of the Tj (θ, i) = λ(i, θ)di .
∂θ
main flux and the fringing flux that is linked by the phase. The 0
analytical model could be used to populate the look-up tables
mentioned earlier, or to directly calculate the motor parameters. The magnetic and mechanical loss models must also be
The analytical model is preferably described in terms of incorporated in the physical motor, since the static (λ−i−θ)
the machine geometry and material properties. The geometry- characteristics does not include the losses.
based model allows extensive computer-simulation studies
during the drive design stage. The general form of a geometry- B. Controller SRM Model
based analytical expression for flux linkage used is
The analytical-model equations are too complex to be imple-
λ(i, θ) = Am (θ, ξ) + Af (θ, ξ) mented directly in the controller code for the real-time control
of a machine. The controller model requires being fairly simple
− Bm (θ, ξ) Cm (ξ) + Dm (i, ξ) + Em (i2 , ξ) so that the computation cycle time is minimized. The following
SRM flux model [5] expressed as a function of phase current
− Bf (θ, ξ) Cf (ξ) + Df (i, ξ) + Ef (i2 , ξ) (3)
and rotor position has been used in the implementation
Fig. 2. Comparison of torque and flux characteristics between analytical model, controller model, and FEA.
III. SRM C ONTROLLER D ESIGN An analytical solution of the necessary conditions is dif-
ficult due to the highly nonlinear characteristics of the SR
The SRM drive controller parameters must be selected to
machine. Numerical or graphical optimization techniques can
optimize the design objective. The choice of control parameters
be employed to accommodate models containing significant
to maximize the torque per ampere (T /A) is described in
nonlinearities [5]. Therefore, the reference current is generated
this section. For a high-performance drive, the SRM drive
from the torque requirement using
inner loop controller functions to deliver the reference torque
commanded by the outer control loop. At high speeds, the
available torque of SRM decreases due to back-electromotive
h h2 − 4gT
f (θ)
force (EMF) voltage and input dc voltage saturation. The max- i=− + (8)
imization of T /A is achieved by a field-weakening technique, 2g 2g
which requires the advancement of turn-on and turn-off angles.
At low speeds, the current limit restricts the available torque where g and h are machine-geometry-dependent terms ex-
and a fixed set of turn-on and turn-off angles is sufficient for plained in [4], and f (θ) is a position-dependent term. Equation
successful magnetization and demagnetization. Depending on (8) has been validated by comparing the model-predicted result
the operating speed, the optimization problem can be divided with the FEA result in Fig. 2. Defining the reference current
into two parts under constraints of current or voltage limits. The in terms of the reference torque, a univariate-search technique
transition from one constraint to the other is based on the motor has been used to determine the turn-on and turn-off angles [1].
base speed. The guiding logic behind univariate search is to change one
variable at a time so that the function is maximized in each of
A. Maximization With Current Constraint the coordinate directions. The optimal-control parameters for
operating speed below base speed can be represented by the
At low speeds, the current constraint is active and the control- following equations
output parameters are turn-on angle θon , turn-off angle θoff , and
reference current Iref . Therefore, the optimization problem can
Optimal turn-on angle = a1
be defined as
Optimal turn-off angle = a2
Tav qph Nr
max = max i(ψ, θ)dψ
θon ,θoff ,iref iref θon ,θoff ,iref 2πiref
where the constant a’s are determined through the optimization
program. The optimization results show little or no variation
where the performance index J(θon , θoff , Iref ) is Tav /Iref . The of the turn-on and turn-off angles with motor speed as long as
optimization problem can be solved by defining the following the speed is below the base speed. The torque is regulated by
necessary conditions: controlling the phase current according to (8).
dJ(θon , θoff , iref )
=0
dθon
B. Maximization With Voltage Constraint
dJ(θon , θoff , iref )
=0 The SRM operates in single-pulse mode above the base
dθoff
speed. Torque-per-ampere maximization under voltage con-
dJ(θon , θoff , iref ) straint yields a solution that is referred to as optimal field weak-
= 0.
diref ening. The control parameters are only the turn-on and turn-off
1628 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 52, NO. 6, DECEMBER 2005
Fig. 3. Energy versus speed with: (a) turn-off angle and (b) turn-on angle variations.
through the analog-to-digital (A/D) channels can also be ac- zeroth-order hold (ZOH) is introduced to incorporate this effect
counted for according to the A/D sampling and conversion into the simulation [5]. The ZOH implements a sample-and-
time required. hold function operating at execution-time (Tex ) period rate.
The SRM analytical model described in Section II, having Therefore, for a ZOH
the significant nonlinear saturation characteristics, has been
used to represent the motor in the simulation setup. The
ek (t) = e(kTex ), kTex ≤ t < (k + 1)Tex .
simulation block diagram of the SRM drive is shown in Fig. 6.
The simulation setup incorporated the practical nonidealities
such as controller delay time, position-sensor resolution, and Fig. 7 shows a comparison of measured current and simu-
errors in current measurements. These measures provided lated current when the motor was operated at 2000 r/min with
results that closely matched the experimental results. a load torque of 0.4 N·m. The simulation-current waveform
without any limitation and using 5 µs of simulation time step
and the same execution time step deviates significantly from the
A. Simulating the Execution-Time Delay
measured current. However, the simulated current with consid-
The input signals to the controller e(t) are approximately eration of the practical limitations such as the A/D quantization
constant within the execution-time interval, at a value equal error and the delay due to execution loop frequency gives a
to those of the signals at the preceding sampling instant. A good estimation of the actual current.
1630 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 52, NO. 6, DECEMBER 2005
B. Position-Sensor Resolution
The resolution of the position is effective only when every
position update information can be utilized in each controller
execution period. The time for each updated position informa-
tion when the motor is in steady state depends on the operating
B. Simulating the Quantization Effect speed of the machine. If the position feedback system sends NA
The output of the encoder used for rotor-position sensing is number of pulses for each mechanical revolution of the rotor,
quantized, which may lead to limit cycles in digital control sys- then the time for one pulse is
tems. The quantization process involved in A/D conversion also
60
cause errors in the measurements [6]. The dc-link voltage and Tp = s
N p · NA
phase currents are commonly digitized for the SRM controller.
Both the dc-link voltage and the phase current are unipolar. where Np is the operating speed of the machine in revolutions
Accordingly, the quantization errors of voltage and currents for per minute. The condition for the position-sensor feedback
an n-bit A/D converter are given by information to be utilized effectively is TE > TP . Alternatively,
Vmax Imax a critical speed Ncr can be defined as the maximum speed at
∆ν = ∆i = . which any particular program will be able to capture and utilize
2n − 1 2n − 1
each and every updated position pulse. The critical speed is
The rotor position, dc-link voltage, and phase currents used
in the controller are to be quantized according to Table I in order 60
Critical speed, Ncr = rev/m.
to incorporate the quantization effect in the simulation. T E · NA
C. Filtering Effects
VI. R EAL -T IME I MPLEMENTATIONS
In SRM drives with a discrete position sensor, the encoder
An experimental setup was established to test the optimal-
output is quantized, and the velocity is determined by differ-
control algorithms of Section III and also to evaluate the
entiating the quantized signal. The position is also obtained by
developed simulation tool. The prototype setup of the SR drive
differentiation in some position-sensorless control algorithms.
is shown in Fig. 8. The test setup was designed for motion-
The differentiation amplifies the high-frequency noise. More-
control applications, which can be operated in variable-speed-
over, the A/D converters introduce measurement noise to the
controlled or position-controlled loop. The parameters of the
signal. A digital recursive filter can be implemented to remove
SRM are given in Appendix II.
noise from the speed signal as follows:
filter. The coefficient “a” can be chosen through simulation Fig. 10. Measured four-quadrant closed-loop speed response.
by analyzing the effect of the inherent delay introduced by the
filter. Fig. 9 shows the motor speed derived from differentiation
of the encoder output and then smoothened by a digital filter.
The value of the coefficient a has been chosen to be 0.01.
Fig. 12. Measured phase currents during: (a) acceleration and (b) deceleration.
B. Position-Controlled Loop
In this test, the SRM was used to drive a linear actuator
coupled through a ballscrew arrangement. Any position change
of the motor is converted into force on the piston that has a
restoring spring, as shown in Fig. 13. The experimental results
of the closed-loop position-controlled system are shown in
Fig. 14. The rotor-position information is used to measure the
translational displacement of the piston.
Figs. 14 and 15 show the linear displacement and speed
responses, respectively, under load-torque disturbances. The
performance of the drive system is also compared with the
Fig. 15. Measured and simulated motor speed during closed-loop position-
simulation results to evaluate the prediction performance of control response.
the simulation tool. These figures represent four-quadrant
response of the SRM for the linear displacement control of the
actuator system. on response time. The response time (rise time) is considered
The optimized turn-on and turn-off angles obtained in as the time required for translational movement of 10%–90%
Section III are used in the inner loop of the SRM drive. Table II of the position command. The position-controlled drive system
shows the effect of the variations of turn-on and turn- off angles was operated in a test bench by varying the turn-on and turn-off
HUSAIN AND HOSSAIN: MODELING, SIMULATION, AND CONTROL OF SRM DRIVES 1633
TABLE II
RESPONSE-TIME COMPARISON
Fig. 17. Motor speed versus time with sudden command change.
VIII. C ONCLUSION
The importance of a good modeling and simulation tool
for digital implementation of an SRM motor drive system has
been emphasized in this paper. Modeling and simulation, incor-
porating the practical nonidealities as accurately as possible,
drastically reduces the time and cost associated with exten-
sive experimentation. Practical problems, such as measurement
Fig. 16. Comparison of normal and optimal-control strategies for position error, processor delay time, and quantization factors can be
control with sudden command change. easily incorporated in the simulation model. Once satisfied
with the performance obtained from simulation, one can start
a prototype system development on a test bench. The practical
angles one mechanical degree around the optimal angles. The
problems experienced on the test bench can be used to improve
test results prove that the optimal turn-on and turn-off angles
the simulation model. The iterative process in developing a very
give the fastest response.
useful simulation tool has been shown to be very effective in the
development of a servo-type four-quadrant switched reluctance
C. Response in Highly Dynamic Operation motor (SRM) drive system presented in this paper. The results
obtained from the final simulation model and the experiments
The linear-actuator load was used to evaluate the system are extremely close. Such a model could be reliably used for
response in a highly dynamic mode. Fig. 16 shows the lin- performance evaluation and future development.
ear position versus time for a ramp command. The position
command is reversed when a linear position of 0.2 mm is
reached in the forward direction. The target is to minimize the A PPENDIX I
subsequent overshoot and the reverse time. The figure shows The coefficients used in (7) and (8) are dependent on machine
the comparison of position overshoot (ξ) and reversal time geometry as follows:
(T ) for two different control strategies: one for optimal-control
strategy, as described in Section III-B, and the other is the
control strategy suggested by Kjaer et al. [7]. The latter control a = λm am − Lu b = λ m bm c = λ2m cm d = λ2m
strategy used a turn-off angle at lower speeds, then switched to
another turn-off angle at higher speeds. and
The a, b, and c reference points in Fig. 16 are for the optimal-
control response plot. In the figure, the position command √
a d
changes to 0 at point a, which changes the motor operation from g= −
forward motoring to the forward braking region. The motor 2 2
operates in the forward braking region between points a and b.
b c
The forward movement after the command change leads to h= − √
2 4 d
the overshoot of the system. From points b to c, the motor
first operates in the reverse motoring mode and then in the 1
f (θ) = ∗ (1 − cos θ)
reverse braking mode. Fig. 17 shows the motor-speed dynamics 2
for optimal-control position response in Fig. 16. The optimally
f (θ) = 0.5 ∗ Nr ∗ (sin θe ), θe < Nr (π − βr )
controlled four-quadrant operation of the SRM helps minimize
the overshoot and reversal time of the mechanical drive system. = 0.5 ∗ Nr ∗ tanh(π − θ), θe ≥ Nr (π − βr )
1634 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 52, NO. 6, DECEMBER 2005
ACKNOWLEDGMENT
The authors are grateful to Delphi for providing an experi- Syed A. Hossain (S’01–M’02) received the B.Sc.
and M.Sc. degrees in electrical and electronic engi-
mental hardware for this research. neering from Bangladesh University of Engineering
and Technology, Dhaka, Bangladesh, in 1994 and
1997, and the Ph.D. degree in electrical engineering
R EFERENCES from the University of Akron, Akron, OH, in 2002.
[1] S. Hossain, I. Husain, H. Klode, B. Lequesne, and A. Omekanda, “Four From 1994 to 1998, he was a Lecturer and then
quadrant control of a switched reluctance motor for a highly dynamic an Assistant Professor at Bangladesh University
actuator load,” in Applied Power Electronics Conf. and Expo. (APEC), of Engineering and Technology. In Summer 2000
Dallas, TX, Mar. 2002, pp. 41–47. and 2001, he was at Delphi Research Laborato-
[2] A. Radun, “Analytically computing the flux linked by a switched reluctance ries, Shelby Township, MI. He is currently a Senior
motor phase when the stator and rotor poles overlap,” IEEE Trans. Magn., Project Engineer at Globe Motors, Dayton, OH, where he is engaged in the
vol. 36, no. 4, pp. 1996–2003, Jul. 2000. design and development of controls for brushless motors. His technical interests
[3] ——, “Analytically calculation of switched reluctance motor’s unaligned include the development of high-performance brushless motor servo drives for
inductance,” IEEE Trans. Magn., vol. 35, no. 6, pp. 4473–4481, Nov. 1999. automotive applications.