Learning System for Automation and Communications

Proportional hydraulics
Textbook

qA pA
A B

qB pB

pA
P
T

pB

pP qP

pT

094378

Order No.: Description: Designation: Edition: Layout: Graphics: Author:

094378 PROP.-H. LEHRB. D.LB-TP701-GB 09/95 20.12.1995 S. Durz D. Schwarzenberger D. Scholz

Copyright by Festo Didactic KG, D-73734 Esslingen, 1996 All rights reserved, including translation rights. No part of this publication may be reproduced or transmitted in any form or by any means, electronic, mechnical, photocopying, or otherwise, without the prior written permission of Festo Didactic KG.

TP701 Festo Didactic

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Basics

Chapter 1 Introduction to proportional hydraulics 1.1 Hydraulic feed drive with manual control 1.2 1.3 1.4 1.5 Hydraulic feed drive with electrical control and switching valves Hydraulic feed unit with electrical control and proportional valves Signal flow and components of proportional hydraulics Advantages of proportional hydraulics

Table of contents
B-3 B-6 B-7 B-8 B-10 B-12

Chapter 2 Proportional valves: Design and mode of operation 2.1 2.2 2.3 2.4 2.5 Design and mode of operation of a proportional solenoid Design and mode of operation of proportional pressure valves Design and mode of operation of proportional flow restrictors and directional control valves Design and mode of operation of proportional flow control valves Proportional valve designs: Overview

B-15 B-17 B-22 B-25 B-28 B-30

Chapter 3 Proportional valves: Characteristic curves and parameters 3.1 3.2 3.3 3.4 3.5 3.6 Characteristic curve representation Hysteresis, inversion range and response threshold Characteristic curves of pressure valves Characteristic curves of flow restrictors and directional control valves Parameters of valve dynamics Application limits of proportional valves

B-31 B-33 B-34 B-36 B-36 B-42 B-46

Chapter 4 Amplifier and setpoint value specification 4.1 4.2 4.3 Design and mode of operation of an amplifier Setting an amplifier Setpoint value specification

B-47 B-51 B-56 B-59

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Basics

Chapter 5 Switching examples using proportional valves 5.1 5.2 5.3 5.4 Speed control Leakage prevention Positioning Energy saving measures

B-63 B-65 B-71 B-71 B-73

Chapter 6 Calculation of motion sequence for a hydraulic cylinder drive 6.1 6.2 Flow calculation for proportional directional control valves Velocity calculation for an equal area cylinder drive disregarding load and frictional forces Velocity calculation for an unequal area cylinder drive disregarding load and frictional forces Velocity calculation for an equal area cylinder drive taking into account load and frictional forces Velocity calculation for an unequal cylinder drive taking into account load and frictional forces Effect of maximum piston force on the acceleration and delay process Effect of natural frequency on the acceleration and delay process Calculation of motion duration

B-79 B-85

B-87

6.3

B-91

6.4

B-98

6.5

B-104 B-111 B-115 B-119

6.6 6.7 6.8

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Chapter 1

Chapter 1 Introduction to proportional hydraulics

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Chapter 1

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Chapter 1

Hydraulic drives, thanks to their high power intensity, are low in weight and require a minimum of mounting space. They facilitate fast and accurate control of very high energies and forces. The hydraulic cylinder represents a cost-effective and simply constructed linear drive. The combination of these advantages opens up a wide range of applications for hydraulics in mechanical engineering, vehicle construction and aviation. The increase in automation makes it ever more necessary for pressure, flow rate and flow direction in hydraulic systems to be controlled by means of an electrical control system. The obvious choice for this are hydraulic proportional valves as an interface between controller and hydraulic system. In order to clearly show the advantages of proportional hydraulics, three hydraulic circuits are to be compared using the example of a feed drive for a lathe (Fig. 1.1):
s s s

a circuit using manually actuated valves (Fig. 1.2), a circuit using electrically actuated valves (Fig. 1.3), a circuit using proportional valves (Fig. 1.4).

Fig. 1.1 Hydraulic feed drive of a lathe

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Chapter 1

1.1 Hydraulic feed drive with manual control

Fig. 1.2 illustrates a circuit using a hydraulic feed drive with manually actuated valves.
s

Pressure and flow are to be set during commissioning. To this end, the pressure relief and flow control are to be fitted with setting screws. The flow rate and flow direction can be changed during operation by manually actuating the directional control valve.

None of the valves in this system can be controlled electrically. It is not possible to automate the feed drive.

T
P P

M
Fig. 1.2 Hydraulic circuit diagram of a manually controlled feed drive
T

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Chapter 1

In the case of electro-hydraulic systems, the directional control valves are controlled electrically. Fig 1.3 shows the circuit diagram of a feed drive using an electrically actuated directional control valve. The operation of the lathe can be automated by means of actuating the directional control valve via an electrical control system. Pressure and flow cannot be influenced during operation by the electrical control system. If a change is required, production on the lathe has to be stopped. Only then can the flow control and pressure relief valve be reset manually.

1.2 Hydraulic feed drive using an electrical control system and switching valves

Y1
P
T

Y2

T
P P

M
T

Fig. 1.3 Hydraulic circuit diagram of an electrically controlled feed drive

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Chapter 1

automation of pressure and flow control is only possible to a limited extent with electro-hydraulic control systems using switching valves. Examples are
s

the connection of an additional flow control by means of actuating a directional control valve, the control of flow and pressure valves with cams.

1.3 Hydraulic feed drive using an electrical control system and proportional valves

In fig. 1.4 , the hydraulic circuit diagram of a feed drive is shown incorporating proportional valves.
s

The proportional directional control valve is actuated by means of an electrical control signal. The control signal influences the flow rate and flow direction. The rate of movement of the drive can be infinitely adjusted by means of changing the flow rate. A second control signal acts on the proportional pressure relief valve. The pressure can be continually adjusted by means of this control signal.

The proportional directional control valve in fig. 1.4 assumes the function of the flow control and the directional control valve in fig 1.3. The use of proportional technology saves one valve. The proportional valves are controlled by means of an electrical control system via an electrical signal, whereby it is possible, during operation,
s

to lower the pressure during reduced load phases (e.g. stoppage of slide) via the proportional pressure relief valve and to save energy, to gently start-up and decelerate the slide via the proportional directional control valve.

All valve adjustments are effected automatically, i.e. without human intervention.

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Chapter 1

Y1
P
T

Y2

Y3
T
P P

M
T

Fig. 1.4 Hydraulic circuit diagram of a feed drive using proportional valves

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Chapter 1

1.4 Signal flow and components in proportional hydraulics

Fig. 1.5 clearly shows the signal flow in proportional hydraulics.

An electrical voltage (typically between -10 V and + 10 V) acting upon an electrical amplifier. The amplifier converts the voltage (input signal) into a current (output signal). The current acts upon the proportional solenoid. The proportional solenoid actuates the valve. The valve controls the energy flow to the hydraulic drive. The drive converts the energy into kinetic energy.

s s s s

The electrical voltage can be infinitely adjusted and the speed and force (i.e. speed and torque) can be infinitely adjusted on the drive accordingly.

SPS

FES TO FES TO

FESTO

Controller

Electrical amplifier

Proportional solenoid

Proportional valve

Drive

Proportional technology components

Fig. 1.5: Signal flow in proportional hydraulics

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Chapter 1

Fig. 1.6 illustrates a 4/3-way proportional valve with the appropriate electrical amplifier.

Fig. 1.6 4/3-way proportional valve with electrical amplifier (Vickers)

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Chapter 1

1.5 Advantages of proportional hydraulics

Comparison of switching valves and proportional valves

The advantages of proportional valves in comparison with switching valves has already been explained in sections 1.2 to 1.4 and are summarised in table 1.1.
Adjustability of valves - infinitely adjustable flow and pressure via electrical input signal - automatic adjustment of flow and pressure during operation of system Effect on the drives automatable, infinite and accurate adjustment of - Force or torque - Acceleration - Velocity or speed - Position or rotary angle - Energy consumption can be reduced thanks to demand-oriented control of pressure and flow. - A proportional valve can replace several valves, e.g. a directional control valve and a flow control valve

Effect on energy consumption

Table 1.1 Advantages of electrically actuated proportional valves compared with switching valves

Circuit simplification

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Chapter 1

Comparison of proportional and servohydraulics

The same functions can be performed with servo valves as those with proportional valves. Thanks to the increased accuracy and speed, servotechnology even has certain advantages. Compared with these, the advantages of proportional hydraulics are the low cost of the system and maintenance requirements:
s

The valve design is simpler and more cost-effective. The overlap of the control slide and powerful proportional solenoids for the valve actuation increase operational reliability. The need for filtration of the pressure fluid is reduced and the maintenance intervals are longer. Servohydraulic drives frequently operate within a closed loop circuit. Drives equipped with proportional valves are usually operated in the form of a contol sequence, thereby obviating the need for measuring systems and controller with proportional hydraulics. This correspondingly simplifies system design.

Proportional technology combines the continuous electrical variability and the sturdy, low cost construction of the valves. Proportional valves bridge the gap between switching valves and servo valves.

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Chapter 1

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Chapter 2

Chapter 2 Proportional valves: Design and mode of operation

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Chapter 2

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Chapter 2

Depending on the design of the valve, either one or two proportional solenoids are used for the actuation of an electrically variable proportional valve.

2.1 Design and mode of operation of a proportional solenoid

Solenoid design
The proportional solenoid (fig. 2.1) is derived from the switching solenoid, as used in electro-hydraulics for the actuation of directional control valves. The electrical current passes through the coil of the electro-solenoid and creates a magnetic field. The magnetic field develops a force directed towards the right on to the rotatable armature. This force can be used to actuate a valve. Similar to the switching solenoid, the armature, barrel magnet and housing of the proportional solenoid are made of easily magnetisable, soft magnetic material. Compared with the switching solenoid, the proportional solenoid has a differently formed control cone, which consists of non-magnetisable material and influences the pattern of the magnetic field lines.

Mode of operation of a proportional solenoid

With the correct design of soft magnetic parts and control cone, the following approximate characteristics (fig. 2) are obtained:
s

The force increases in proportion to the current, i.e. a doubling of the current results in twice the force on the armature. The force does not depend on the position of the armature within the operational zone of the proportional solenoid.

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Chapter 2

Electrical connection

Venting screw Compensating spring Plain bearing

Non-magnetisable inner ring Control cone Core magnet

Guide rod (stem) Housing Barrel magnet Armature Stop/Guide disc Exciting coil

Force F Current I I0 0,75 I0 0,50 I0 0,25 I0

Fig. 2.1 Design and characteristics of a proportional solenoid

Operational range (typically: approx 2mm)

Armature position x

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Chapter 2

In a proportional valve, the proportional solenoid acts against a spring, which creates the reset force (fig. 2.2). The spring characteristic has been entered in the two characteristic fields of the proportional solenoid. The further the armature moves to the right, the greater the spring force.
s

With a small current, the force on the armature is reduced and accordingly, the spring is almost released. (fig. 2.2a). The force applied on the armature increases, if the electrical current is increased. The armature moves to the right and compresses the spring (fig. 2.2b).
a) b)

s = min.

s = max.

c)
Force F

d)
Force F

I0
0,75 I0 0,50 I0

I0
0,75 I0 0,50 I0

0,25 I0

0,25 I0

Armature position x

Armature position x

Fig. 2.2 Behaviour of a proportional solenoid with different electrical currents

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Chapter 2

Actuation of pressure, flow control and directional control valves

In pressure valves, the spring is fitted between the proportional solenoid and the control cone (fig 2.3a).
s

With a reduced electrical current, the spring is only slightly pretensioned and the valve readily opens with a low pressure. The higher the electrical current set through the proportional solenoid, the greater the force applied on the armature. This moves to the right and the pretensioning of the spring is increased. The pressure, at which the valve opens, increases in proportion to the pretension force, i.e. in proportion to the armature position and the electrical current.

In flow control and directional control valves, the control spool is fitted between the proportional solenoid and the spring (fig. 2.3b).
s

In the case of reduced electrical current, the spring is only slightly compressed. The spool is fully to the left and the valve is closed. With increasing current through the proportional solenoid, the spool is pushed to the right and the valve opening and flow rate increase.
a)

b)

Fig. 2.3 Actuation of a pressure and a restrictor valve

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Chapter 2

Positional control of the armature

Magnetising effects, friction and flow forces impair the performance of the proportional valve. This leads to the position of the armature not being exactly proportional to the electrical current. A considerable improvement in accuracy may be obtained by means of closed-loop control of the armature position (fig. 2.4).
s

The position of the armature is measured by means of an inductive measuring system. The measuring signal x is compared with input signal y. The difference between input signal y and measuring signal x is amplified. An electrical current I is generated, which acts on the proportional solenoid. The proportional solenoid creates a force, which changes the position of the armature in such a way that the difference between input signal y and measuring signal x is reduced.

The proportional solenoid and the positional transducer form a unit, which is flanged onto the valve.

Displacement encoder x U
I

y-x y Setpoint value Comparator

I Amplifier

Fig. 2.4 Design of a position-controlled proportional solenoid

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Chapter 2

2.2 Design and mode of operation of proportional pressure valves

With a proportional pressure valve, the pressure in a hydraulic system can be adjusted via an electrical signal.

Pressure relief valve Fig. 2.5 illustrates a pilot actuated pressure relief valve consisting of a preliminary stage with a poppet valve and a main stage with a control spool. The pressure at port P acts on the pilot control cone via the hole in the control spool. The proportional solenoid exerts the electrically adjustable counterforce.
s

The preliminary stage remains closed, if the force of the proportional solenoid is greater than the force produced by the pressure at port P. The spring holds the control spool of the main stage in the lower position; flow is zero. If the force exerted by the pressure exceeds the sealing force of the pilot control cone, then this opens. A reduced flow rate takes place to the tank return from port P via port Y. The flow causes a pressure drop via the flow control within the control spool, whereby the pressure on the upper side of the control spool becomes less than the pressure on the lower side. The differential pressure causes a resulting force. The control spool travels upwards until the reset spring compensates this force. The control edge of the main stage opens so that port P and T are connected. The pressure fluid drains to the tank via port T.

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Chapter 2

T Y

P
Fig. 2.5 Pilot actuated proportional pressure relief valve

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Chapter 2

Pressure control valve Fig. 2.6 iillustrates a pilot actuated 2-way pressure control valve. The pilot stage is effected in the form of a poppet valve and the main stage as a control spool. The pressure at consuming port A acts on the pilot control cone via the hole in the control spool. The counter force is set via the proportional solenoid.
s

If the pressure at port A is below the preset value, the pilot control remains closed. The pressure on both sides of the control spool is identical. The spring presses the control spool downwards and the control edge of the main stage is open. The pressure fluid is able to pass unrestricted from port P to port A. If pressure at port A exceeds the preset value, the pilot stage opens so that a reduced flow passes to port Y. The pressure drops via the flow control in the control spool. The force on the upper side of the control spool drops and the control spool moves upwards. The cross section of the opening is reduced. As a result of this, the flow resistance of the control edge between port P and port A increases. Pressure a port A drops.

P
P Y

A
Fig. 2.6 Pilot actuated proportional pressure control valve

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Chapter 2

Proportional flow control valve In the case of a proportional flow control valve in a hydraulic system, the throttle cross section is electrically adjusted in order to change the flow rate. A proportional flow control valve is similarly constructed to a switching 2/2-way valve or a switching 4/2-way valve. With a directly actuated proportional flow control valve (fig. 2.7), the proportional solenoid acts directly on the control spool.
s

2.3 Design and mode of operation of proportional flow control and directional control valves

With reduced current through the proportional solenoid, both control edges are closed. The higher the electrical current through the proportional solenoid, the greater the force on the spool. The spool moves to the right and opens the control edges.

The current through the solenoid and the deflection of the spool are proportional.

Fig. 2.7 Directly actuated proportional restrictor valve without position control

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Chapter 2

Directly actuated proportional directional control valve

A proportional directional control valve ressembles 4/3-way valve in design and combines two functions:
s

a switching

Electrically adjustable flow control (same as a proportional flow control valve), Connection of each consuming port either with P or with T (same as a switching 4/3-way valve).

Fig 2.8 illustrates a directly actuated proportional directional control valve.

s

If the electrical signal equals zero, then both solenoids are de-energised. The spool is centred via the springs. All control edges are closed. If the valve is actuated via a negative voltage, the current flows through the righthand solenoid. The spool travels to the left. Ports P and B as well as A and T are connected together. The current through the solenoid and the deflection of the spool are proportional. With a positive voltage, the current flows through the lefthand solenoid. The spool moves to the right. Ports P and A as well as B and T are connected together. In this operational status too, the electrical current and the deflection of the spool are proportional to one another.

In the event of power failure, the spool moves to the mid-position so that all control edges are closed. (fail-safe position).

A P

B T

Fig. 2.8 Directly actuated proportional directional control valve without position control

T B P A

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Chapter 2

Pilot actuated proportional directional control valve Fig. 2.9 shows a pilot actuated proportional directional control valve. A 4/3-way proportional valve is used for pilot control. This valve is used to vary the pressure on the front surfaces of the control spool, whereby the control spool of the main stage is deflected and the control edges opened. Both stages in the valve shown here are position controlled in order to obtain greater accuracy. In the event of power or hydraulic energy failure, the control spool of the main stage moves to the mid-position and all control edges are closed (fail-safe position).

X
C1

A
U S

P
C2

C1

X C2 Y

Fig. 2.9 Pilot actuated proportional directional control valve

Two 3-way pressure regulators may be used for pilot control instead of a 4/3-way valve. Each pressure valve controls the pressure on one front surface of the main stage control spool.

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Chapter 2

Advantages and disadvantages of pilot actuated proportional valves

The force for the actuation of the main stage is generated hydraulically in the pilot actuated valve. Only the minimal actuating force for the initial stage has to be generated by the proportional solenoid. The advantage of this is that a high level of hydraulic power can be controlled with a small proportional solenoid and a minimum of electrical current. The disadvantage is the additional oil and power consumption of the pilot control. Proportional directional control valves up to nominal width 10 are primarily designed for direction actuation. In the case of valves with greater nominal width, the preferred design is pilot control. Valves with very large nominal width for exceptional flow rates may have three or four stages.

2.4 Design and mode of operation of proportional flow control valves

With proportional flow control and directional control valves, the flow rate depends on two influencing factors:

the opening of the control edge specified via the control signal, the pressure drop via the valve.

To ensure that the flow is only affected by the control signal, the pressure drop via the control edge must be maintained constant. This is achieved by means of an additional pressure balance and can be realised in a variety of ways:
s

Pressure balance and control edge are combined in one flow control valve. The two components are combined by means of connection technology.

Fig. 2.10 shows a section through a 3-way proportional flow control valve. The proportional solenoid acts on the lefthand spool. The higher the electrical current through the proportional solenoid is set, the more control edge A-T opens and the greater the flow rate.
The righthand spool is designed as a pressure balance. The pressure at port A acts on the lefthand side of the spool and the spring force and the pressure at port T on the righthand side.

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Chapter 2

If the flow rate through the valve is too great, the pressure drop on the control edge rises, i.e. the differential pressure A-T. The control spool of the pressure balance moves to the right and reduces the flow rate at control edge T-B. This results in the desired reduction of flow between A and B. If the flow rate is too low, the pressure drop at the control edge falls and the control spool of the pressure balance moves to the left. The flow rate at control edge T-B rises and the flow increases.

In this way, flow A-B is independent of pressure fluctuations at both ports. If port P is closed, the valve operates as a 2-way flow control valve. If port P is connected to the tank, the valve operates as a 3-way flow control valve.

B
U

P A

Fig. 2.10 Proportional flow control valve

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Chapter 2

2.5 Proportional valve designs: overview

Proportional valves differ with regard to the type of valve, the control and the design of the proportional solenoid (table 2.1). Each combination from table 2.1 results in one valve design, e.g.
s

a directly actuated 2/2-way proportional flow control valve without positional control, a pilot actuated 4/3-way proportional valve with positional control, a directly actuated 2-way proportional flow control valve with positional control.
Valve types - Pressure valves Pressure relief valve 2-way pressure regulator 3-way pressure regulator 4/2-way restrictor 2/2-way restrictor valve 4/3-way valve 3/3-way valve 2-way flow control valve 3-way flow control valve

- Restrictor valves - Directional control valves - Flow control valves Control type - directly actuated - pilot actuated - without position control - position controlled

Table 2.1 Criteria for proportional valves

Proportional solenoid

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Chapter 3

Chapter 3 Proportional valves: Characteristic curves and parameters

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Chapter 3

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Chapter 3

Table 3.1 provides an overview of proportional valves and variables in a hydraulic system controlled by means of proportional valves.
Valve types Pressure valve Restrictor valve Input variable electr. current electr. current Output variable Pressure Valve opening, Flow (pressure-dependent) Valve opening Flow direction Flow (pressure dependent) Flow (pressure independent)

3.1 Characteristic curve representation

Directional control valve

electr. current

Flow control valve

electr. current

Table 3.1 Proportional valves: Input and output variables

The correlation between the input signal (electrical current) and the output signal (pressure, opening, flow direction or flow rate) can be represented in graphic form, whereby the signals are entered in a diagram:
s

the input signal in X-direction, the output signal in Y-direction.

In the case of proportional behaviour, the characteristic curve is linear (fig. 3.1). The characteristic curves of ordinary valves deviate from this behaviour.

Input variable Current I

Proportionalpressure relief valve

P

Output variable Pressure p

Y
T

Output variable Pressure p

Input variable Current I

Fig. 3.1 Characteristic of a proportional pressure relief valve

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Chapter 3

3.2 Hysteresis, inversion range and response threshold

Deviations from ideal behaviour occur as a result of spool friction and the magnetising effects, such as:
s s s

the response threshold, the inversion range, the hysteresis.

Response threshold
If the electrical current through the proportional solenoid is increased, the armature of the proportional solenoid moves. As soon as the current ceases to change (fig. 3.2a), the armature remains stationary. The current must then be increased by a minimum amount, before the armature moves again. The required minimum variation is known as the response threshold or response sensitivity, which also occurs if the current is reduced and the armature moves in the other direction.

Inversion range
If the input signal is first changed in the positive and then in the negative direction, this results in two separate branch characteristics, see diagram (fig. 3.2b). The distance of the two branches is known as the inversion range. The same inversion range results, if the current is first of all changed in the negative and then in the positive direction.

Hysteresis
If the current is changed to and fro across the entire correcting range, this results in the maximum distance between the branch characteristics. The largest distance between the two branches is known as hysteresis (fig. 3.2c). The values of the response threshold, inversion range and hysteresis are reduced by means of positional control. Typical values for these three variables are around
s s

3 to 6% of the correcting range for unregulated valves 0.2 to1% of the correcting range for position controlled valves

Sample calculation for a flow control valve without positional control: Hysteresis: 5% of correcting range, Correcting range: 0...10 V Distance of branch characteristics = (10 V - 0 V) 5% = 0.5 V

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Chapter 3

a) Response threshold Output signal

A b) Inversion range Output signal

Input signal

U c) Hysteresis Output signal

Input signal

Input signal

Fig. 3.2 Response threshold, inversion range and hysteresis

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Chapter 3

3.3 Characteristic curves of pressure valves

The behaviour of the pressure valves is described by the pressure/ signal function. The following are plotted:
s s

the electrical current in X-direction the pressure at the output of the valve in Y-direction.

50

bar

30
20

p
10 0
Fig. 3.3 Pressure/signal function of a pilot actuated pressure relief valve

200

mA

400

I
With flow control and directional control valves the deflection of the spool is proportional to the electrical current through the solenoid (fig. 2.7).

3.4 Characteristic curves of flow control and directional control valves

Flow/signal function
A measuring circuit to determine the flow/signal function is shown in fig. 3.4. When recording measurements, the pressure drop above the valve is maintained constant. The following are plotted
s s

the current actuating the proportional solenoid in X-direction, the flow through the valve in Y-direction.

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Chapter 3

The flow rises not only with an increase in current through the solenoid, but also with an increase in pressure drop above the valve. This is why the differential pressure at which the measurement has been conducted is specified in the data sheets. Typical is a pressure drop of 5 bar, 8 bar or 35 bar per control edge.

p2 p p1

q
Fig. 3.4 Measurement of flow/ signal function

Additional variables influencing the flow/signal function are

s s

the overlap, the shape of the control edges.

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Chapter 3

Overlap
The overlap of the control edges influences the flow/signal function. Fig. 3.5 clarifies the correlation between overlap and flow/signal function using the examples of a proportional directional control valve:
s

In the case of positive overlap, a reduced electrical current causes a deflection of the control spool, but the flow rate remains zero. This results in a dead zone in the flow/signal function. In the case of zero overlap, the flow/signal function in the low-level signal range is linear. In the case of negative overlap, the flow/signal function in the small valve opening range results in a greater shape.

qA

qL

x qB
>0

qA

qL

x qB
=0

x qL

qA

x qB
Fig. 3.5 Overlap and Flow/signal function

<0

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Chapter 3

In practice, proportional valves generally have a positive overlap. This is useful for the following reasons:
s

The leakage in the valve is considerably less in the case of a spool mid-position than with a zero or negative overlap. In the event of power failure, the control spool is moved into midposition by the spring force (fail-safe position). Only with positive overlap does the valve meet the requirement of closing the consuming ports in this position. The requirements for the finishing accuracy of a control spools and housing are less stringent than that for zero overlap.

Control edge dimensions

The control edges of the valve spool can be of different form. The following vary (fig. 3.6):
s s s

shapes of control edges, the number of openings on the periphery, the spool body (solid or drilled sleeve).

The drilled sleeve is the easiest and most cost effective to produce.

Fig. 3.6 Spool with different control edge patterns

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Chapter 3

Very frequently used is the triangular shaped control edge. Its advantages can be clarified on a manually operated directional control valve:
s

With a closed valve, leakage is minimal due to the overlap and the triangular shaped openings. Within the range of small openings, lever movements merely produce slight flow variations. Flow rate in this range can be controlled with a very high degree of sensitivity. Within the range of large openings, large flow variations are achieved with small lever deflections. If the lever is moved up to the stop, a large valve opening is obtained; consequently a connected hydraulic drive reaches a high velocity.

Similar to the hand lever, a proportional solenoid also permits continuous valve adjustment. All the advantages of the triangular type control edges therefore also apply for the electrically actuated proportional valve.

B Precision controllability

B
Piston deflection

Volumetric flow rate q

B
Manual lever path
Piston overlap

Fig. 3.7 Manually operated valve with triangular control edge

A
T B P A

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Chapter 3

Fig. 3.8 illustrates the flow/signal function for two different types of control edge:
s

With reduced electrical current, both control edges remain closed due to the positive overlap. The rectangular control edge causes a practically linear pattern of the characteristic curve. The triangular control edge results in a parabolic flow/signal function.

8 l/min 4

2
0

100 300 mA 700

8 l/min 4

2
0

100 300 mA 700

Fig. 3.8 Flow/signal functions for two different spool patterns

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Chapter 3

3.5 Parameters of valve dynamics

Many applications require proportional valves, which are not only able to follow the changes of the electrical input accurately, but also very quickly. The speed of reaction of a proportional valve can be specified by means of two characteristic values: 1. Manipulating time: designates the time required by the valve to react to a change in the correcting variable. Fast valves have a small manipulating time. 2. Critical frequency: indicates how many signal changes per second the valve is able to follow. Fast valves demonstrate a high critical frequency.

Manipulating time
The manipulating time of a proportional valve is determined as follows:
s s

The control signal is changed by means of a step change. The time required by the valve to reach the new output variable is measured.

The manipulating time increases with large signal changes ( fig. 3.9). Moreover, a large number of valves have a different manipulating time for positive and negative control signal changes. The manipulating times of proportional valves are between approx. 10 ms (fast valve, small control signal change) and approx. 100 ms (slow valve, large control signal change).

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Chapter 3

100 % 60
Stroke x

40 20 0 0 10
Time t

20 ms 30

Fig. 3.9 Manipulating time for different control signal jumps (Proportional directional control valve)

Frequency response measurement

In order to be able to specify the critical frequency of a valve, it is first necessary to measure the frequency response. To measure the frequency response, the valve is actuated via a sinusoidal control signal. The correcting variable and the spool position are represented graphically by means of an oscilloscope. The valve spool oscillates with the same frequency as the control signal (fig. 3.10). If the actuating frequency is increased whilst the activating amplitude remains the same, then the frequency with which the spool oscillates also increases. With very high frequencies, the spool is no longer able to follow the control signal changes. The amplitude A2 in fig. 3.10e is clearly smaller than the amplitude A1 in fig. 3.10d.

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Chapter 3

a) Measuring circuit Function generator

Y

Oscilloscope

xs

Low frequency
Control signal

Critical frequency c)

b)

Time t d)
Spool position

Time t e)

xs
A1 A2

xs

Fig. 3.10: Measurement of frequency response with a proportional directional control valve

Time t

Time t

The frequency response of a valve consists of two diagrams:

s s

the amplitude response, the phase response.

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Chapter 3

Amplitude response
The ratio of the amplitude at measured frequencies to the amplitude at very low frequencies is specified in dB and plotted in logarithmic scale. An amplitude ratio of -20 dB means that the amplitude has dropped to a tenth of the amplitude at low frequency. If the amplitude for all measured values is plotted against the measured frequency, this produces the amplitude response (fig. 3.11).

Phase response
The delay of the output signal with regard to the input signal is specified in degrees. A 360 degree phase displacement means that the output signal lags behind the input signal by an entire cycle. If all the phase values are plotted against the measuring frequency, this results in the phase response (fig. 3.11).

Frequency response and control signal amplitude

With a 10% correcting variable amplitude (= 1 volt), the control spool only needs to cover a small distance. Consequently, the control spool is also able to follow signal changes with a high frequency. Amplitude and phase response only inflect with a high frequency from the horizontal (fig. 3.11). With a 90% correcting variable amplitude ( = 9 Volt), the required distance is nine times as great. Accordingly, it is more difficult for the control spool to follow the control signal changes. Amplitudes and phase response already inflect at a low frequency from the horizontal (fig. 3.11).

Critical frequency
The critical frequency is read from the amplitude response. It is the frequency, at which the amplitude response has dropped to 70.7% or -3 dB. The frequency response (fig. 3.11) results in a critical frequency of approx.. 65 Hertz at 10% of the maximum possible control signal amplitude. For 90% control signal amplitude the critical frequency is at approx. 23 Hertz. The critical frequencies of proportional valves are between approx. 5 Hertz (slow valve, large control signal amplitude) and approx. 100 Hertz (fast valve, small control signal amplitude).

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Chapter 3

Amplitude ratio A/A0

+2 dB 0 -2 -4 -6 -8 5 10 20 30 50 90%

25% 10%

100 Hz 200

Frequency f

-90

90%

Phase shift

-70 -50 -30 -10 5 10 25% 20 30 50 100 Hz 200 10%

Fig. 3.11 Frequency response of a proportional directional control valve

Frequency f

3.6 Application limits of proportional valves

The application limits of a proportional valve are determined by

s s

the pressure strength of the valve housing, the maximum permissible flow force applied to the valve spool.

If the flow force becomes to great, the force of the proportional solenoid is not sufficient to hold the valve spool in the required position. As a result of this, the valve assumes an undefined status. The application limits are specified by the manufacturer either in the form of numerical values for pressure and flow rate or in the form of a diagram.

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Chapter 4

Chapter 4 Amplifier and setpoint value specification

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Chapter 4

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Chapter 4

The control signal for a proportional valve is generated via an electronic circuit. Fig. 4.1 illustrates the signal flow between the control and proportional solenoid. Differentiation can be made between two functions:
s

Setpoint value specification: The correcting variable (= setpoint value) is generated electronically. The control signal is output in the form of an electrical voltage. Since only a minimal current flows, the proportional solenoid cannot be directly actuated. Amplifier: The electrical amplifier converts the electrical voltage in the form of an input signal into a electrical current in the form of an output signal. It provides the electrical power required for the valve actuation.

Setpoint value specification

Voltage V Amplifier

Current I

Proportional solenoid

Fig. 4.1 Signal flow between controller and proportional solenoid (schematic)

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Chapter 4

Modules
The setpoint value specification and amplifier can be grouped into electronic modules (electronic cards) in various forms. Three examples are illustrated in fig. 4.2 .
s

A control system, which can only process binary signals is used (e.g. simple PLCs). Setpoint value specification and amplifier constitute separate modules (fig. 4.2a). A PLC with analogue outputs is used. The correcting variable is directly generated, including special functions such as ramp generation and quadrant recognition. No separate electronics are required for the setpoint value specification (fig. 4.2b). Mixed forms are frequently used. If the control is only able to specify constant voltage values, additional functions such as ramp generation are integrated in the amplifier module (fig. 4.2c).

a)

Binary signals Controller Setpoint value specification

Voltage V Amplifier

Current I

Proportional solenoid

b) Voltage V Controller Amplifier Current I Proportional solenoid

c) Voltage V Controller Setpoint value processing Current I Amplifier Proportional solenoid

Fig. 4.2 Electronic modules for signal flow between controller and proportional solenoid

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Chapter 4

With amplifiers for proportional valves, differentiation is made between to designs:

s

4.1 Design and mode of operation of an amplifier

The valve amplifier is built into the valve (integrated electronics) The valve amplifier is designed in the form of separate module or card (fig. 1.6).

Amplifier functions Fig. 4.3a illustrates the three major functions of a proportional valve amplifier:
s

Correcting element: The purpose of this is to compensate the dead zone of the valve (see chapter. 4.2). Pulse width modulator: This is used to convert the signal (= modulation). End stage: This provides the required electrical capacity.

For valves with position controlled proportional solenoids, the sensor evaluation and the electronic closed-loop control are integrated in the amplifier (fig. 4.3b). The following additional functions are required:
s

Voltage source: This generates the supply voltage of the inductive measuring system. Demodulator: The demodulator converts the voltage supplied by measuring system. Closed-loop controller: In the closed-loop controller, a comparison is made between the prepared correcting variables and the position of the armature. The input signal for the pulse width modulation is generated according to the result.

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Chapter 4

a) without positional control of the armature

Correction Setpoint value V

Pulse width modulation V V

End stage Current I

b) with positional control of the armature

Correction Setpoint value V V

Closed-loop controller V

Pulse width modulation V

End stage Current I

Armature position V

Demodulator

Voltage supply for displacement encoder

Voltage supply V

Fig. 4.3 Block diagrams for one-channel amplifier

One and two-channel amplifier

A one-channel amplifier is adequate for valves with one proportional solenoid. Directional control valves actuated via two solenoids, require a two-channel amplifier. Depending on the control signal status, current is applied either to the lefthand or to the righthand solenoid only.

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Chapter 4

Correction

Sign recognition V

Pulse width modulation V

End stages Current I

Setpoint value V

V V V Current I

Fig. 4.4 Two-channel amplifier (without positional control of armature)

Pulse width modulation Fig 4.5 illustrates the principle of pulse width modulation. The electrical voltage is converted into pulses. Approximately ten thousand pulses per second are generated.
When the end stage has been executed, the pulse-shaped signal acts on the proportional solenoid. Since the proportional solenoid coil inductivity is high, the current cannot change as rapidly as the electrical voltage. The current fluctuates only slightly by a mean value.
s

A small electrical voltage as an input signal creates small pulses. The average current of the solenoid coil is small. The greater the electrical voltage, the wider the pulse. The average current through the solenoid coil increases.

The average current through the solenoid and the input voltage of the amplifier are proportional to one another.

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Chapter 4

Dither effect
The slight pulsating of the current as a result of the pulse width modulation causes the armature and valve spool to perform small oscillations at a high frequency. No static friction occurs. The response threshold, inversion range and hysteresis of the valve are clearly reduced. The reduction in friction and hysteresis as a result of a high frequency signal is known as dither effect. Certain amplifiers permit the user to create an additional dither signal irrespective of pulse width modulation.

Heating of amplifier
As a result of pulse width modulation, three switching stages occur in end stage transistors:
s

Lower signal value: The transistor is inhibited. The power loss in the transistor is zero, since no current flows. Upper signal value: The transistor is conductive. The transistor resistance in this status is very small and only a very slight power loss occurs. Signal edges: The transistor switches over. Since the switch-over is very fast, power loss is very slight.

Overall, the power loss is considerably less than with an amplifier without pulse width modulation. The electronic components become less heated and the construction of the amplifier is more compact.

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Chapter 4

Solenoid voltage V 24 V

T = Duty cycle

Ieff = Effective magnetising current 0 Time t

Solenoid voltage V 24 V

Ieff 0 Time t
Solenoid voltage V 24 V

Ieff

0 Time t
Fig. 4.5 Pulse width modulation

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Chapter 4

4.2 Setting an amplifier

Dead zone compensation Fig. 4.6a illustrates the flow/signal characteristic for a valve with positive overlap. As a result of the overlap, the valves has a marked dead zone. If you combine a valve and an amplifier with linear characteristic, , the dead zone is maintained (fig. 4.6b). If an amplifier is used with a linear characteristic as in fig. 4.6c, the dead zone can be compensated against this.

a)

Y1
Flow rate qA PA
P
T

Y2

+ Current I Solenoid 1 actuated

Solenoid 2 actuated

Flow rate qB PB

b) Amplifier
I V

Valve
q

Amplifier and valve

q

q
I

V
V

c) Amplifier
I V

Valve
q

Amplifier and valve q

I

Fig. 4.6 Compensating dead zone with a proportional directional control valve

q
V

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Chapter 4

Setting the amplifier characteristic

The valve amplifier characteristic can be set, whereby it is possible to use the same amplifier type for different valve types, compensate manufacturing tolerances within a valve series, replace only the valve or only the amplifier in the event of a fault.

The amplifier characteristic exhibits the same characteristics for valves by different manufacturers. However, the characteristic values are in some cases designated differently by various manufacturers and, accordingly, the setting instructions also vary.

Fig. 4.7 represents an amplifier characteristic for a two-channel amplifier. Solenoid 1 only is supplied with current for a positive control signal, and solenoid 2 only for a negative control signal.
Three variables are set:
s

Maximum current The maximum current can be adjusted in order to adapt the amplifier to proportional solenoids with different maximum current. With certain amplifiers, an amplification factor is set instead of the maximum current, which specifies the slope of the amplifier characteristic. Jump current The jump current can be adjusted in order to compensate different overlaps. With various manufacturers, the jump current is set via a signal characteriser. Basic current Due to manufacturing tolerances, the valve spool may not be exactly in the mid-position when both solenoids are de-energised. This error can be compensated by means of applying a basic current to one of the two proportional solenoids. The level of the basic current can be set. The term offset setting is often used to describe this compensating measure.

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Chapter 4

Current I1 Maximum current 1

Jump current Vmin Jump current

Basic current l 0 Vmax

Correcting variable V

Maximum current 2 Current I2

Fig. 4.7 Setting options with a two channel valve amplifier

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Chapter 4

An electrical voltage is required as a control signal (= setpoint value) for a proportional valve. The voltage can generally be varied within the following ranges:
s s

4.3 Setpoint value specification

between 0 V and 10 V for pressure and restrictor valves, between -10 V and 10 V for directional control valves.

The correcting variable y can be generated in different ways. Two examples are shown in (fig. 4.8).
s

The potentiometer slide is moved by means of a hand lever. The correcting variable is tapped via the slide; this facilitates the remote adjustment of valves (fig. 4.8a). A PLC is used for the changeover between two setpoint values set by means of potentiometers (fig. 4.8b).

a) 10V

y 0V

b) 24V 10V

PLC K 0V Setpoint value card K y

Fig. 4.8 Examples for setpoint value specification a) Hand lever b) Reversal via a PLC

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Chapter 4

Avoidance of pressure peaks and vibrations

Vibrations and pressure points are caused as a result of reversing a directional control valve. Fig 4.9 compares three reversing variants. A switching directional control valve only has the settings valve open and valve closed". A change in the control signals leads to sudden pressure changes resulting in jerky acceleration and vibrations of the drive (fig. 4.9a). With a proportional valve, it is possible to set different valve openings and speeds. With this circuit too, sudden changes in the control signal causes jerky acceleration and vibrations (fig. 4.9b). To achieve a smooth, regular motion sequence, the correcting variable of the proportional valve is changed to a ramp form (fig. 4.9c).

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Chapter 4

a)

Y1

m
t
A B

Y2

Y1
P
T

Y2
t v

b)

m
t
A B

Y1
P
T

Y2

c)

m
t
A B

Y1
P
T

Y2

Fig. 4.9 Setpoint value specification and velocity of a cylinder drive

TP701 Festo Didactic