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In mechanical and control engineering, a servomechanism (also called servo system, or simply servo) is a control system for the position and its time derivatives, such as velocity, of a mechanical system. It often includes a servomotor, and uses closed-loop control to reduce steady-state error and improve dynamic response. [1] In closed-loop control, error-sensing negative feedback is used to correct the action of the mechanism. [2] In displacement-controlled applications, it usually includes a built-in encoder or other position feedback mechanism to ensure the output is achieving the desired effect. [3] Following a specified motion trajectory is called servoing, [4] where "servo" is used as a verb. The servo prefix originates from the Latin word servus meaning slave. [1]
The term correctly applies only to systems where the feedback or error-correction signals help control mechanical position, speed, attitude or any other measurable variables. [5] For example, an automotive power window control is not a servomechanism, as there is no automatic feedback that controls position—the operator does this by observation. By contrast a car's cruise control uses closed-loop feedback, which classifies it as a servomechanism.
A common type of servo provides position control. Commonly, servos are electric, hydraulic, or pneumatic. They operate on the principle of negative feedback, where the control input is compared to the actual position of the mechanical system as measured by some type of transducer at the output. Any difference between the actual and wanted values (an "error signal") is amplified (and converted) and used to drive the system in the direction necessary to reduce or eliminate the error. This procedure is one widely used application of control theory. Typical servos can give a rotary (angular) or linear output.
Speed control via a governor is another type of servomechanism. The steam engine uses mechanical governors; another early application was to govern the speed of water wheels. Prior to World War II the constant speed propeller was developed to control engine speed for maneuvering aircraft. Fuel controls for gas turbine engines employ either hydromechanical or electronic governing.
Positioning servomechanisms were first used in military fire-control and marine navigation equipment. Today servomechanisms are used in automatic machine tools, satellite-tracking antennas, remote control airplanes, automatic navigation systems on boats and planes, and antiaircraft-gun control systems. Other examples are fly-by-wire systems in aircraft which use servos to actuate the aircraft's control surfaces, and radio-controlled models which use RC servos for the same purpose. Many autofocus cameras also use a servomechanism to accurately move the lens. A hard disk drive has a magnetic servo system with sub-micrometer positioning accuracy. In industrial machines, servos are used to perform complex motion, in many applications.
A servomotor is a specific type of motor that is combined with a rotary encoder or a potentiometer to form a servomechanism. This assembly may in turn form part of another servomechanism. A potentiometer provides a simple analog signal to indicate position, while an encoder provides position and usually speed feedback, which by the use of a PID controller allow more precise control of position and thus faster achievement of a stable position (for a given motor power). Potentiometers are subject to drift when the temperature changes whereas encoders are more stable and accurate.
Servomotors are used for both high-end and low-end applications. On the high end are precision industrial components that use a rotary encoder. On the low end are inexpensive radio control servos (RC servos) used in radio-controlled models which use a free-running motor and a simple potentiometer position sensor with an embedded controller. The term servomotor generally refers to a high-end industrial component while the term servo is most often used to describe the inexpensive devices that employ a potentiometer. Stepper motors are not considered to be servomotors, although they too are used to construct larger servomechanisms. Stepper motors have inherent angular positioning, owing to their construction, and this is generally used in an open-loop manner without feedback. They are generally used for medium-precision applications. [6]
RC servos are used to provide actuation for various mechanical systems such as the steering of a car, the control surfaces on a plane, or the rudder of a boat. Due to their affordability, reliability, and simplicity of control by microprocessors, they are often used in small-scale robotics applications. A standard RC receiver (or a microcontroller) sends pulse-width modulation (PWM) signals to the servo. The electronics inside the servo translate the width of the pulse into a position. When the servo is commanded to rotate, the motor is powered until the potentiometer reaches the value corresponding to the commanded position.
James Watt's steam engine governor is generally considered the first powered feedback system. The windmill fantail is an earlier example of automatic control, but since it does not have an amplifier or gain, it is not usually considered a servomechanism.
The first feedback position control device was the ship steering engine, used to position the rudder of large ships based on the position of the ship's wheel. John McFarlane Gray was a pioneer. His patented design was used on the SS Great Eastern in 1866. Joseph Farcot may deserve equal credit for the feedback concept, with several patents between 1862 and 1868. [7]
The telemotor was invented around 1872 by Andrew Betts Brown, allowing elaborate mechanisms between the control room and the engine to be greatly simplified. [8] Steam steering engines had the characteristics of a modern servomechanism: an input, an output, an error signal, and a means for amplifying the error signal used for negative feedback to drive the error towards zero. The Ragonnet power reverse mechanism was a general purpose air or steam-powered servo amplifier for linear motion patented in 1909. [9]
Electrical servomechanisms were used as early as 1888 in Elisha Gray's Telautograph.
Electrical servomechanisms require a power amplifier. World War II saw the development of electrical fire-control servomechanisms, using an amplidyne as the power amplifier. Vacuum tube amplifiers were used in the UNISERVO tape drive for the UNIVAC I computer. The Royal Navy began experimenting with Remote Power Control (RPC) on HMS Champion in 1928 and began using RPC to control searchlights in the early 1930s. During WW2 RPC was used to control gun mounts and gun directors.
Modern servomechanisms use solid state power amplifiers, usually built from MOSFET or thyristor devices. Small servos may use power transistors.
The origin of the word is believed to come from the French "Le Servomoteur" or the slavemotor, first used by J. J. L. Farcot in 1868 to describe hydraulic and steam engines for use in ship steering. [10]
The simplest kind of servos use bang–bang control. More complex control systems use proportional control, PID control, and state space control, which are studied in modern control theory.
Servos can be classified by means of their feedback control systems: [11]
The servo bandwidth indicates the capability of the servo to follow rapid changes in the commanded input.
An amplifier, electronic amplifier or (informally) amp is an electronic device that can increase the magnitude of a signal. It is a two-port electronic circuit that uses electric power from a power supply to increase the amplitude of a signal applied to its input terminals, producing a proportionally greater amplitude signal at its output. The amount of amplification provided by an amplifier is measured by its gain: the ratio of output voltage, current, or power to input. An amplifier is defined as a circuit that has a power gain greater than one.
Feedback occurs when outputs of a system are routed back as inputs as part of a chain of cause-and-effect that forms a circuit or loop. The system can then be said to feed back into itself. The notion of cause-and-effect has to be handled carefully when applied to feedback systems:
Simple causal reasoning about a feedback system is difficult because the first system influences the second and second system influences the first, leading to a circular argument. This makes reasoning based upon cause and effect tricky, and it is necessary to analyze the system as a whole. As provided by Webster, feedback in business is the transmission of evaluative or corrective information about an action, event, or process to the original or controlling source.
A potentiometer is a three-terminal resistor with a sliding or rotating contact that forms an adjustable voltage divider. If only two terminals are used, one end and the wiper, it acts as a variable resistor or rheostat.
Pulse-width modulation (PWM), also known as pulse-duration modulation (PDM) or pulse-length modulation (PLM), is any method of representing a signal as a rectangular wave with a varying duty cycle.
A radio-controlled model is a model that is steerable with the use of radio control (RC). All types of model vehicles have had RC systems installed in them, including ground vehicles, boats, planes, helicopters and even submarines and scale railway locomotives.
Negative feedback occurs when some function of the output of a system, process, or mechanism is fed back in a manner that tends to reduce the fluctuations in the output, whether caused by changes in the input or by other disturbances. A classic example of negative feedback is a heating system thermostat — when the temperature gets high enough, the heater is turned OFF. When the temperature gets too cold, the heat is turned back ON. In each case the "feedback" generated by the thermostat "negates" the trend.
In control theory, an open-loop controller, also called a non-feedback controller, is a control loop part of a control system in which the control action is independent of the "process output", which is the process variable that is being controlled. It does not use feedback to determine if its output has achieved the desired goal of the input command or process setpoint.
A rotary encoder, also called a shaft encoder, is an electro-mechanical device that converts the angular position or motion of a shaft or axle to analog or digital output signals.
A synchro is, in effect, a transformer whose primary-to-secondary coupling may be varied by physically changing the relative orientation of the two windings. Synchros are often used for measuring the angle of a rotating machine such as an antenna platform or transmitting rotation. In its general physical construction, it is much like an electric motor. The primary winding of the transformer, fixed to the rotor, is excited by an alternating current, which by electromagnetic induction causes voltages to appear between the Y-connected secondary windings fixed at 120 degrees to each other on the stator. The voltages are measured and used to determine the angle of the rotor relative to the stator.
A chart recorder is an electromechanical device that records an electrical or mechanical input trend onto a piece of paper. Chart recorders may record several inputs using different color pens and may record onto strip charts or circular charts. Chart recorders may be entirely mechanical with clockwork mechanisms, electro-mechanical with an electrical clockwork mechanism for driving the chart, or entirely electronic with no mechanical components at all.
Motion control is a sub-field of automation, encompassing the systems or sub-systems involved in moving parts of machines in a controlled manner. Motion control systems are extensively used in a variety of fields for automation purposes, including precision engineering, micromanufacturing, biotechnology, and nanotechnology. The main components involved typically include a motion controller, an energy amplifier, and one or more prime movers or actuators. Motion control may be open loop or closed loop. In open loop systems, the controller sends a command through the amplifier to the prime mover or actuator, and does not know if the desired motion was actually achieved. Typical systems include stepper motor or fan control. For tighter control with more precision, a measuring device may be added to the system. When the measurement is converted to a signal that is sent back to the controller, and the controller compensates for any error, it becomes a Closed loop System.
A servomotor is a rotary or linear actuator that allows for precise control of angular or linear position, velocity, and acceleration in a mechanical system. It constitutes part of a servomechanism, and consists of a suitable motor coupled to a sensor for position feedback and a controller.
A servo drive is an electronic amplifier used to power electric servomechanisms.
An amplidyne is an obsolete electromechanical amplifier invented prior to World War II by Ernst Alexanderson. It consists of an electric motor driving a DC generator. The signal to be amplified is applied to the generator's field winding, and its output voltage is an amplified copy of the field current. The amplidyne was used in industry in high power servo and control systems, to amplify low power control signals to control powerful electric motors, for example. It is now mostly obsolete.
An electrohydraulic servo valve (EHSV) is an electrically-operated valve that controls how hydraulic fluid is sent to an actuator. Servo valves are often used to control powerful hydraulic cylinders with a very small electrical signal. Servo valves can provide precise control of position, velocity, pressure, and force with good post-movement damping characteristics.
A rotary actuator is an actuator that produces a rotary motion or torque.
Minor loop feedback is a classical method used to design stable robust linear feedback control systems using feedback loops around sub-systems within the overall feedback loop. The method is sometimes called minor loop synthesis in college textbooks, some government documents.
Servos are small, cheap, mass-produced servomotors or other actuators used for radio control and small-scale robotics.
A torque amplifier is a mechanical device that amplifies the torque of a rotating shaft without affecting its rotational speed. It is mechanically related to the capstan seen on ships. Its most widely known use is in power steering on automobiles. Another use is on the differential analyser, where it was used to increase the output torque of the otherwise limited ball-and-disk integrator. The term is also applied to some gearboxes used on tractors, although this is unrelated. It differs from a torque converter, in which the rotational speed of the output shaft decreases as the torque increases.
The nozzle and flapper mechanism is a displacement type detector which converts mechanical movement into a pressure signal by covering the opening of a nozzle with a flat plate called the flapper. This restricts fluid flow through the nozzle and generates a pressure signal.