07 Adjustments

Version 22.1 by Karen on 2023/05/15 14:54

Overview

The servo drive needs to make the motor faithfully operate in accordance with the instructions issued by the upper controller without delay as much as possible. In order to make the motor action closer to the instruction and maximize the mechanical performance, gain adjustment is required. The process of gain adjustment is shown in Figure 7-1.

image-20220608174118-1.png

Figure 7-1 Gain adjustment process

The servo gain is composed of multiple sets of parameters such as position loop, speed loop, filter, load inertia ratio, etc., and they affect each other. In the process of setting the servo gain, the balance between the setting values of each parameter must be considered.

Note: Before adjusting the gain, it is recommended to perform a jog trial run first to ensure that the servo motor can operate normally! The gain adjustment process description is shown in the table below.

Gain adjustment processFunctionDetailed chapter
1Online inertia recognitionUse the host computer debugging platform software matched with the drive to automatically identify the load inertia ratio. With its own inertia identification function, the drive automatically calculates the load inertia ratio.7.2
2Automatic gain adjustmentOn the premise of setting the inertia ratio correctly, the drive automatically adjusts a set of matching gain parameters.7.3.1
3Manual gain adjustmentBasic gainOn the basis of automatic gain adjustment, if the expected effect is not achieved, manually fine-tune the gain to optimize the effect.7.3.2
Feedforward gainThe feedforward function is enabled to improve the followability.7.3.3
4Vibration suppressionMechanical resonanceThe notch filter function is enabled to suppress mechanical resonance.7.4.1

Table 7-1 Description of gain adjustment process

Inertia recognition

Load inertia ratio P03-01 refers to:

image-20220611152902-1.png

The load inertia ratio is an important parameter of the servo system, and setting of the load inertia ratio correctly helps to quickly complete the debugging. The load inertia ratio could be set manually, and online load inertia recognition could be performed through the host computer debugging software.

image-20220611152918-2.png

Before performing online load inertia recognition, the following conditions should be met:

  • The maximum speed of the motor should be greater than 300rpm;
  • The actual load inertia ratio is between 0.00 and 100.00;
  • The load torque is relatively stable, and the load cannot change drastically during the measurement process;
  • The backlash of the load transmission mechanism is within a certain range;

The motor's runable stroke should meet two requirements:

  • There is a movable stroke of more than 1 turn in both forward and reverse directions between the mechanical limit switches.
  • Before performing online inertia recognition, please make sure that the limit switch has been installed on the machine, and that the motor has a movable stroke of more than 1 turn each in the forward and reverse directions to prevent overtravel during the inertia recognition process and cause accidents.
  • Meet the requirement of inertia recognition turns P03-05.
  • Make sure that the motor's runable stroke at the stop position is greater than the set value of the number of inertia recognition circles P03-05, otherwise the maximum speed of inertia recognition P03-06 should be appropriately reduced.
  • During the automatic load inertia recognition process, if vibration occurs, the load inertia recognition should be stopped immediately.

The related function codes are shown in the table below.

Function codeName

Setting method

Effective time

Default valueRangeDefinitionUnit
P03-01Load inertia ratio

Operation setting

Effective immediately

300100 to 10000Set load inertia ratio, 0.00 to 100.00 times0.01
P03-05

Inertia recognition turns

Shutdown setting

Effective immediately

21 to 20Offline load inertia recognition process, motor rotation number settingcircle
P03-06

Inertia recognition maximum speed

Shutdown setting

Effective immediately

1000300 to 2000

Set the allowable maximum motor speed instruction in offline inertia recognition mode.

The faster the speed during inertia recognition, the more accurate the recognition result will be. Usually, you can keep the default value.

rpm
P03-07

Parameter recognition rotation direction

Shutdown setting

Effective immediately

00 to 2

0: Forward and reverse reciprocating rotation

1: Forward one-way rotation

2: Reverse one-way rotation

-

Table 7-2 Related parameters of gain adjustment

Gain adjustment

In order to optimize the responsiveness of the servo drive, the servo gain set in the servo drive needs to be adjusted. Servo gain needs to set multiple parameter combinations, which will affect each other. Therefore, the adjustment of servo gain must consider the relationship between each parameter.

Under normal circumstances, high-rigidity machinery can improve the response performance by increasing the servo gain. But for machines with lower rigidity, when the servo gain is increased, vibration may occur, and then affects the increase in gain. Therefore, selecting appropriate servo gain parameters can achieve higher response and stable performance.

The servo supports automatic gain adjustment and manual gain adjustment. It is recommended to use automatic gain adjustment first.

Automatic gain adjustment

Automatic gain adjustment means that through the rigidity level selection function P03-02, the servo drive will automatically generate a set of matching gain parameters to meet the requirements of rapidity and stability.

The rigidity of the servo refers to the ability of the motor rotor to resist load inertia, that is, the self-locking ability of the motor rotor. The stronger the servo rigidity, the larger the corresponding position loop gain and speed loop gain, and the faster the response speed of the system.

image-20220611152630-1.png
Before adjusting the rigidity grade, set the appropriate load inertia ratio P03-01 correctly.

The value range of the rigidity grade is between 0 and 31. Grade 0 corresponds to the weakest rigidity and minimum gain, and grade 31 corresponds to the strongest rigidity and maximum gain. According to different load types, the values in the table below are for reference.

Rigidity gradeLoad mechanism type
Grade 4 to 8Some large machinery
Grade 8 to 15Low rigidity applications such as belts
Grade 15 to 20High rigidity applications such as ball screw and direct connection

Table 7-3 Experience reference of rigidity grade

When the function code P03-03 is set to 0, the gain parameters are stored in the first gain by modifying the rigidity grade.

When debugging with the host computer debugging software, automatic rigidity level measurement can be carried out, which is used to select a set of appropriate rigidity grades as operating parameters. The operation steps are as follows:

  • Step1 Confirm that the servo is in the ready state, the panel displays “rdy”, and the communication line is connected;
  • Step2 Open the host computer debugging software, enter the trial run interface, set the corresponding parameters, and click "Servo on";
  • Step3 Click the "forward rotation" or "reverse rotation" button to confirm the travel range of the servo operation;
  • Step4 After the "start recognition" of inertia recognition lights up, click "start recognition" to perform inertia recognition, and the load inertia can be measured.
  • Step5 After the inertia recognition test is completed, click "Save Inertia Value";
  • Step6 Click "Next" at the bottom right to go to the parameter adjustment interface, and click "Parameter measurement" to start parameter measurement.
  • Step7 After the parameter measurement is completed, the host computer debugging software will pop up a confirmation window for parameter writing and saving.
image-20220611152634-2.png

✎There may be a short mechanical whistling sound during the test. Generally, the servo will automatically stop the test. If it does not stop automatically or in other abnormal situations, you can click the "Servo Off" button on the interface to turn off the servo, or power off the machine!

✎For the detailed operation of the host computer debugging software, please refer to "Wecon Servo Debugging Platform User Manual".

Function codeName

Setting method

Effective time

Default valueRangeDefinitionUnit
P03-03Self-adjusting mode selection

Operation setting

Effective immediately

00 to 2
  • 0: Rigidity grade self-adjusting mode. Position loop gain, speed loop gain, speed loop integral time constant, torque filter parameter settings are automatically adjusted according to the rigidity grade setting.
  • 1: Manual setting; you need to manually set the position loop gain, speed loop gain, speed loop integral time constant, torque filter parameter setting
  • 2: Online automatic parameter self-adjusting mode (Not implemented yet)
-

Table 7-4 Details of self-adjusting mode selection parameters

Manual gain adjustment

When the servo automatic gain adjustment fails to achieve the desired result, you can manually fine-tune the gain to achieve better results.

The servo system consists of three control loops, from the outside to the inside are the position loop, the speed loop and the current loop. The basic control block diagram is shown as below.

image-20220608174209-2.png

Figure 7-2 Basic block diagram of servo loop gain

The more the inner loop is, the higher the responsiveness is required. Failure to comply with this principle may lead to system instability!

The default current loop gain of the servo drive has ensured sufficient responsiveness. Generally, no adjustment is required. Only the position loop gain, speed loop gain and other auxiliary gains need to be adjusted.

This servo drive has two sets of gain parameters for position loop and speed loop. The user can switch the two sets of gain parameters according to the setting value of P02-07 the 2nd gain switching mode. The parameters are below.

Function codeName
P02-01The 1st position loop gain
P02-02The 1st speed loop gain
P02-03The 1st speed loop integral time constant
P02-04The 2nd position loop gain
P02-05The 2nd speed loop gain
P02-06The 2nd speed loop integral time constant
P04-04Torque filter time constant

Speed loop gain

In the case of no vibration or noise in the mechanical system, the larger the speed loop gain setting value, the better the response of servo system and the better the speed followability. When noise occurs in the system, reduce the speed loop gain. The related function codes are shown as below.

Function codeName

Setting method

Effective time

Default valueRangeDefinitionUnit
P02-021st speed loop gain

Operation setting

Effective immediately

650 to 35000Set speed loop proportional gain to determine the responsiveness of speed loop.0.1Hz
P02-052nd speed loop gain

Operation setting

Effective immediately

650 to 35000Set speed loop proportional gain to determine the responsiveness of speed loop.0.1Hz

Table 7-5 Speed loop gain parameters

image-20220706152743-1.jpeg

Figure 7-3 Speed loop gain effect illustration

Speed loop integral time constant

The speed loop integral time constant is used to eliminate the speed loop deviation. Decreasing the integral time constant of the speed loop can increase the speed of the speed following. If the set value is too small, is will easily cause speed overshoot or vibration. When the time constant is set too large, the integral action will be weakened, resulting in a deviation of the speed loop. Related function codes are shown as below.

Function codeName

Setting method

Effective time

Default valueRangeDefinitionUnit
P02-03

1st speed loop integral time constant

Operation setting

Effective immediately

1000100 to 65535Set the speed loop integral constant. The smaller the set value, the stronger the integral effect.

0.1ms

P02-06

2nd speed loop integral time constant

Operation setting

Effective immediately

10000 to 65535Set the speed loop integral constant. The smaller the set value, the stronger the integral effect.

0.1ms

Table 7-6 Speed loop integral time constant parameters

image-20220706153140-2.jpeg

Figure 7-4 Speed loop integral time constant effect illustration

Position loop gain

Determine the highest frequency of the position instruction that the position loop can follow the change. Increasing this parameter can speed up the positioning time and improve the ability of the motor to resist external disturbances when the motor is stationary. However, if the setting value is too large, the system may be unstable and oscillate. The related function codes are shown as below.

Function codeName

Setting method

Effective time

Default valueRangeDefinitionUnit
P02-011st position loop gain

Operation setting

Effective immediately

4000 to 6200Set position loop proportional gain to determine the responsiveness of position control system.0.1Hz
P02-042nd position loop gain

Operation setting

Effective immediately

350 to 6200Set position loop proportional gain to determine the responsiveness of position control system.0.1Hz

Table 7-7 Position loop gain parameters

image-20220706153656-3.jpeg

Figure 7-5 Position loop gain effect illustration

Torque instruction filter time

Selecting an appropriate torque filter time constant could suppress mechanical resonance. The larger the value of this parameter, the stronger the suppression ability. If the setting value is too large, it will decrease the current loop response frequency and cause needle movement. The related function codes are shown as below.

Function codeName

Setting method

Effective time

Default valueDefinitionUnit
P04-04Torque filter time constant

Operation setting

Effective immediately

50This parameter is automatically set when “self-adjustment mode selection” is selected as 1 or 20.01ms

Table 7-8 Details of torque filter time constant parameters

Feedforward gain

Speed feedforward could be used in position control mode and full closed-loop function. It could improve the response to the speed instruction and reduce the position deviation with fixed speed.

Speed feedforward parameters are shown in Table 7-9. Torque feedforward parameters are shown in Table 7-10.

Torque feedforward could improve the response to the torque instruction and reduce the position deviation with fixed acceleration and deceleration.

Function codeNameAdjustment description
P02-09Speed feedforward gain

When the speed feedforward filter is set to 50 (0.5 ms), gradually increase the speed feedforward gain, and the speed feedforward will take effect. The position deviation during operation at a certain speed will be reduced according to the value of speed feedforward gain as the formula below.

Position deviation (instruction unit) = instruction speed[instruction unit/s]÷position loop gain [1/s]×(100-speed feedforward gain [%])÷100

P02-10Speed feedforward filtering time constant

Table 7-9 Speed feedforward parameters

image-20220706155307-4.jpeg

Figure 7-6 Speed feedforward parameters effect illustration

Function codeNameAdjustment description
P02-11Torque feedforward gainIncrease the torque feedforward gain because the position deviation can be close to 0 during certain acceleration and deceleration. Under the ideal condition of external disturbance torque not operating, when driving in the trapezoidal speed model, the position deviation can be close to 0 in the entire action interval. In fact, there must be external disturbance torque, so the position deviation cannot be zero. In addition, like the speed feedforward, although the larger the constant of the torque feedforward filter, the smaller the action sound, but the greater the position deviation of the acceleration change point.
P02-12Torque feedforward filtering time constant

Table 7-10 Torque feedforward parameters

Model Tracking Control Function

Model tracking control is suitable for position control mode, which adds a model loop outside the three loops. In the model loop, new position commands, speed feedforward and torque feedforward and other control quantities are generated according to the user's response requirements to the system and the ideal motor control model. Applying these control quantities to the actual control loop can significantly improve the response performance and positioning performance of the position control, the design block diagram is as follows:

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Figure 7-7 Block Diagram of Model Tracking Control Design

The usage method and conditions of model tracking control:

1. Correctly set the inertia ratio of the system P3-1, which can be obtained by monitoring the real-time load inertia ratio of U0-20.

2. Set the load rigidity level P3-2, set an appropriate value, it does not need to set a high rigidity level (recommended value 17~21 under rigid load).

3. Set P2-20=1 to enable the function of model tracking control.

4. Adjust the P2-21 model tracking control gain from small to large, and gradually increase in steps of 1000 until the responsiveness of the system meets the actual demand. The responsiveness of the system is mainly determined by this parameter.

5. After the responsiveness meets the requirements, user can adjust the parameters appropriately to increase the load rigidity level P3-2.

✎Note: Model tracking control is only available in position mode, and cannot be used in other modes.

Function codeName

Setting method

Effective time

Default valueRangeDefinitionUnit
P2-20Model tracking control function

Shutdown setting

Effective immediately

00 to 1When the function code is set to 1, enable the model tracking control function. 
P2-21Model tracking     control gain

Shutdown setting

Effective immediately

1000200 to 20000Increasing the model tracking control gain can improve the position response performance of the model loop. If the gain is too high, it may cause overshoot behavior. The gain compensation affects the damping ratio of the model loop, and the damping ratio becomes larger as the gain compensation becomes larger.0.1/s
P2-22Model tracking control gain compensationShutdown setting

Effective immediately

1000500 to 20000.10%
Function codeName

Setting method

Effective time

Default valueRangeDefinitionUnit
P2-23Model tracking control forward rotation bias

Operation setting

Effective immediately

10000 to 10000Torque feedforward size in the positive and  reverse direction under model tracking control0.10%
P2-24Model tracking control reverses rotation bias

Operation setting

Effective immediately

10000 to 100000.10%
P2-25Model tracking control speed feedforward compensationOperation setting

Effective immediately

10000 to 10000The size of the speed feedforward under model tracking control0.10%

Please refer to the following for an example of the procedure of adjusting servo gain. 

Step                                                                      Content
1Please try to set the correct load inertia ratio parameter P3-1.
2If the automatic adjustment mode is used (P3-3 is set to 0), please set the basic rigidity level parameter P3-2. If in manual adjustment mode (P3-3 is set to 1), please set the gain P2-1~P2-3 related to the position loop and speed loop and the torque filter time constant P4-4. The setting principle is mainly no vibration and overshoot.
3Turn on the model tracking function, set P2-20 to 1.
4Increase the model tracking gain P2-21 within the range of no overshoot and vibration occurring.
5If the rigidity level of step 2 is set relatively low, user can properly increase the rigidity level P3-2.
6When overshoot occurs, or the responses of forward rotation and reverse rotation are different, user can fine-tune through model tracking control forward bias P2-23, model tracking control reverse bias P2-24, model tracking control speed feedforward compensation P2 -25.