American Entrepreneurship 101

In my travels, I continue to find people hard at work doing something that has never been done before.  With the hope of making a profit while doing it.  Just such a situation came up recently when I met with the owner and founder of Transcon Steel.

Among the mainstays of an industrial economy is construction, housing and commercial in particular.  While these industries are incredibly competitive, there is always room for innovation.  Precisely because it is a mature, competitive industry, really ground breaking solutions are sometime hard to find.

Transcon Steel is a small startup company in Georgetown Texas that makes structural steel building systems.  The innovation comes from the fact that Transcon roll forms flat sheet metal into structural shapes that are highly optimized to reduce weight and increase strength.  The steel structural shapes are formed into large panels with compressed foam which results in structures that are super light weight and extremely high strength.

The new structural panels permit construction of buildings in a variety of applications.  So called “temporary housing” for oilfield crews in remote area can be built in hours instead of days.  Heating and cooling costs are a fraction of conventional structures.  All of which leads to increased opportunities to serve unique construction applications with better solutions.

Transcon’s big challenge will be to create the manufacturing resources needed to produce the structural panels in very large numbers.  The enabling technology of the manufacturing processes?  Mechatronics. The roll forming of sheet metal is a classic application requiring high performance drives to de-reel the strip steel rolls and servo actuators to follow the roll throughout the various forming process that take place to make the final product.

The compressed foam requires unique tooling to form large rectangular panels that can be filled with foam, compressed with hydraulic actuators and cured with heat and pressure to form the final super dense structures.  Amazingly, the cores are made from material that is similar to the conventional styrofoam cups we use for coffee, yet, when the basic material is processed correctly, it becomes strong enough to withstand blows from a sledgehammer.  When it is bonded to an already strong steel frame, you have a complete building system that has incredible structural strength and insulation value.

Transon is negotiating enough new business that it will need a new facility 4 times the size of it’s present location and will hire CAD designers and plant personnel to support it’s manufacturing needs.  If they are successful at marketing the technology in other countries, it will be more of the same.  Lots of it.

And that is how job creation is done.  Someone with an idea, willing to work hard, taking risks, finding people to come alongside and help, to deliver a solution.  Making lives better by employing people, and by delivering a product that provides shelter at a lower cost than the traditional products in the building market.

American Entrepreneurship.

Doing More In the US

The old business school motto, doing more with less, can have some interesting applications.    American manufacturing is going through a rennaisance of sorts.  Across many industries there are substantial efforts to bring more manufacturing back to the US.

A lot of it is precisely ‘doing more with less’.  How do we make the same quality of parts at prices low enough to compete with foreign competition?  It’s not easy when the typical pay scale for manufacturing labor is $8 a day in some parts of the world.

There are a couple of obvious components to price competition that don’t get a lot of attention.  Scrap rates and delivered cost.  When a US company buys parts from offshore, any defective parts are very costly.  The direct shipping cost, duties and processing fees are additional and can be 10-15%.

During my years at Rockwell Automation, we investigated the cost of selling US products in different parts of the world.  Depending on where in the world we are talking about, the shipping and logistics can accumulate between 25 and 40% additional cost to the product being sold.

So the cost of scraps and logistics are the minimum cost hurdles for companies seeking to export their products to the US.  Low cost producers have to make parts cheaply enough that the landed cost and scrap rates cost out less than the price of producing them in the US.

Doing more manufacturing in the US requires finding creative ways to lower costs.  That is the second area that is undergoing change.  American manufacturing technology is finding ways to reduce machinery and process costs.  And this area of effort may provide key strategies that will help the US gain back ground in the pursuit of more world class manufacturing.

Innovation processes like additive manufacturing allow fabrication of metal parts with no machining.  For higher levels of precision there are new machine tools that can do final machining to less than 0.001″ accuracy and the costs of machine tools are lower than ever.  These are the keys to producing high quality parts at lower costs.

There are unique mechatronic solutions that can improve machinery performance across a wide range of applications.  The Acme screw which is very inexpensive, has limited accuracy but plenty of torque handling capability.  What happens if you can add a very inexpensive linear feedback technology to the simple low cost Acme screw?  You get a really high resolution linear motion system that is very inexpensive.

The great news is that these products are currently available.  And that means that making better machines that make better parts at lower cost is practical, achievable and there are no technical challenges.  Common off the shelf parts will get it done.

Friction, Friend or Foe?

Friction is rarely talked about in motion control circles (pun intended for those paying attention).  It is the “waste” energy in mechanical systems.  We spend a lot of time and sometimes cost, trying to eliminate it.  Many times we just ignore it.

This was the case when a friend of mine was designing a material handling system for newspaper bundles.  A very exotic conveyor system with 8 servo driven belts and a design that involved 10 pages of hand calculations of inertia.  We shipped the servos and sent out a field engineer to start up the project only to find out that the motors and drives were too small.  The designer had forgotten to account for friction.  In this case the frictional load was 3 times the mechanical load due to the unique belt and roller configuration.

So the first lesson is; don’t forget to look at friction as 1 of 3 components of the torque load.  The three being; steady state torque, torque of acceleration and friction.

Then there is the fanciful wishing that there wasn’t any friction to worry about.  Kind of like doing experiments in the space station and having no gravity.  It’s fun to think about, but there are few real world situations where this is likely to work.  The only exception is air bearings.  Of which there are a few.

If you have ever played air hockey, air bearings are like that.  Parts in motion tend to stay in motion when there is no friction to worry about.  And that would be good in a lot of applications.  No friction will generally result in smaller servos, so there are savings in the hardware requirement.  No friction means no mechanical wear, nothing to service as the machine runs up cycles.  No friction also means high speed motion is a lot easier to achieve.

Cars coast to a stop because of friction.  That’s a good thing.  Without friction, parts would end up flying off the conveyor instead of going where you want them to go.  In conveyor belt applications there is usually a lot of friction and that helps the system slow down and stop.

So the second lesson is; friction can be your friend.

In between systems with friction and systems with no friction, there are rolling bearings.  Systems like the Bishop Wisecarver “Vee Guide” are among many products on the market are examples of this.  Rolling element bearings have very low coefficients of friction, so losses are low and therefore the energy needed to overcome them is very low.  This also results in very low wear, so maintenance on this type of mechanism is also low.

The are dozens of linear actuators on the market and each vendor has developed unique bearing solutions, whether sliding or rolling, that perform well at varying price points.  There are no universal rules for selection.  The typical criteria are move speed, positioning accuracy, life expectancy and cost.

EV’s Everywhere, and More!

Alternative energy fans are getting  good news this year end, 2012 will be the year of the electric car.  No matter what flavor of technology, dual drive train hybrid, true hybrid, plug in electric, there will be something for everybody.

American buyers will be able to buy American hybrid cars.  The Chevy Volt will be flanked by the Ford Fusion Electric scheduled to be released for sale in 19 US markets in March of 2012.  The Nissan Leaf might be the first production electric, so most commentators will make comparisons regarding driving range, speed and recharge time based on the performance of the Leaf.  At present, the claimed performance of the vehicles is very comparable.

It’s all speculation until there are a few units out there and the actual life cycle of the batteries can be measured.  100′s to 1000′s of vehicles will have to be built and consumer experiences cataloged in order to get a handle on how the batteries really work.  With all due respect to the development and testing efforts, it’s educated guesswork until there is real world experience.

Will the batteries be able to cycle enough times to make them cost effective?  When will they require replacement?  What will the price tag be for the battery pack?  Hopefully less than the $13,000 Tesla battery pack.

EV’s are coming.  But they are, like all the alternative energy technologies, still not cost competitive with Internal Combustion engines.  Most vehicles carry a $39,995 starting price tag with a $7,500 Federal rebate.  The basic purchase price puts EV’s out of the price range for many people, which fundamentally defeats the purpose.  The point of alternative energy technology is that it must become widespread in order for any impact on the environment to take place.  High prices are a major barrier to broad adoption.

Meanwhile the internal combustion engine is seeing some revival.  New approaches are being built and tested that offer dramatic improvements in efficiency and engine weight.  The EcoMotors opposing piston engine has been under DARPA development since 2007.  EcoMotors technology has been demonstrated to 40% efficiency, more than double that of traditional ICE.  In addition, it weighs less, takes up less space and gives of dramatically less heat.

Recently, the University of Michigan announced a new breakthrough called the wave engine that is expected to increase combustion efficiency to 60%.  And the rotor only turns in one direction like a scroll compressor instead of a piston, so there are no reciprocating motions to deal with.  This will also lower vehicle weight substantially, so the engine efficiency improvement leads to further overall efficiency in fuel required per transportation mile.

If these ICE improvements translate directly into miles-per gallon, then based on average 20 mpg cars today, we are talking about 53+ mile per gallon in town and possibly 70 mpg highway for EcoMotors solution.  At these levels, the equivalent energy cost per transportation mile is at parity with electricity.  If the wave engine proves successful, in town ratings of 80 mpg and 100 mpg highway become feasible, making electric options more expensive.

The future is what we make it.  Let’s make it the best we can with choices that make sense economically and environmentally.

Unique Solutions in Material Handling

Moving products around is mechanical work.  When the work is done by a control system and actuators its mechatronics.  Mechanical work, whether by humans, by horses, by hydraulics, electrics or whatever, is still work.  Figuring out what technology approach will be the most cost effective way to get the work done is the challenge.

Many of the constraints of the work are environmental.  If work is being done outdoors, then temperature and humidity are a factor.  Felling trees and in the forest requires extremely high forces due to the work needed to cut through a tree and drag it to a truck to be hauled off for processing.  Processing trees, even in a plant environment, requires some serious hardware, 125 horsepower band saws are not unusual.

Doing work on a ship or oil rig has additional constraints because of the presence of explosive fumes and fuels.  Often the need to avoid any possibility of igniting a combustible atmosphere causes engineers to apply pneumatic control systems.  Yes, there is still a compressor somewhere to generate the compressed air supply, but that is usually remote or contained to avoid exposure to the volatile atmosphere.

Environmental constraints come in many forms.  Extremely high temperatures push the limits of what is possible.  Making glass, semiconductors, and primary metal processing are all high temperature environments where engineers have developed whole technologies in order to bring us the materials we use in everyday life.

The simplest action of rolling or sliding becomes a real challenge when environmental constraints are added to the work statement.  Sawdust becomes a potential abrasive in woodworking environments that can introduce severe wear in moving parts.  Corrosive and explosion proof atmospheres as well as food industry applications introduce all sorts of chemical compatibility problems that require special materials and processes in order to meet strict guidelines for safety.

As always, resourceful engineers have worked out solutions for all of these difficult applications.  One family of solutions to rolling applications is the use of all ceramic bearings.  No steel, no lubrication.  None is needed because the ceramics are extremely high purity to start with and have extremely high precision surfaces eliminating the need for lubrication.  No outgassing or contamination to worry about.

Other solutions take the form of air bearings and non-contact material handling devices.  Air bearings have become more readily available for conventional applications, but are particularly compelling in large machinery applications where precision is required.  Large flat screen display glass  presents unique challenges that successfully addressed using a combination of air bearing regions and vacuum regions to move the glass without actual contact and with overall flatness measured in millionths of an inch.

A unique solution in pneumatic material handling takes compressed air driven into a funnel shaped recess and creates a vacuum in the center and an air cushion at the edges where the air is exiting.  This creates a vacuum pickup that never quite comes in contact with the part, leaving no marks.  Perfect for solar cell and some food and beverage applications.

Engineers continue to meet the unique challenges of industry and create commerce at the same time.  And that’s what it should be about.

Energy Saving and Automation

In an era where energy costs have become a focus of attention, many people have authored articles with reducing energy as their theme.  Saving money is always a good thing.   Perhaps we can gain a little clarity on where the real savings are.

Start with the big loads.  Plant air handling, building HVAC and lighting are generally a lot more significant in total Watts or equivalent horsepower.  1 Horsepower is equal to 746 Watts.  If you are located in the northern states, winter heating uses a lot more energy than summer air conditioning.  In the southern states, it’s the opposite.  There is one study that puts the northern thermal cycle at a much higher overall cost, so everybody needs to move their manufacturing to the south.

Check all the integral horsepower motors in the plant.  A recent DOE study shows that over time, many motors get replaced with whatever is readily available in the next larger frame size.  This is in reaction to plant failures where the exact replacement motor is not handy or on the shelf.  The result is that the plant power and power factor can be very poor because there is a lot of excess capacity that is not being used efficiently.

Industrial plants also suffer from peak demand billing practices.  The utility company agrees to provide power, but large users get billed extra when they have peaks above their average usage.  Again, look at the large loads, and see if some or all can be put on soft starters or inverters with longer starting profiles.  AC motors try to get to full running speed and spend several seconds at poor power factor and huge inrush currents during starting.  Most motors require at least 4 seconds to get to speed.  So, is there a savings opportunity if you can get by with a 6 to 10 second starting period?  Yes, there absolutely is.

The smaller loads like individual plant floor machines are a little harder to regulate.  Some production machines consist of dozens of individual motors and sub-systems.  In large conveyor installations, newer control system turns off whole zones of equipment if there is no traffic for that section.  Use the same strategy in production equipment.  If there is nothing coming into the machine, turn off as much stuff as possible.

Again, look for the largest loads.  In CNC machines, the spindle is usually the dominant load.  Turning off a 10kW spindle motor will save lots more money than turning off 400 Watt positioning axes.  However, don’t pass up an opportunity if one exists.  If there are a large number of individual axes of motion that have low duty cycles, it may be cost effective to put brakes on the load and turn the motors off when they are not in use.

Prudent planning can be turned into real cash savings.

Servo Tuning

There are many opinions about servo tuning.  Every engineer who has ever worked with servo motors has experienced the difficult process of tuning the motor.  The difficulty is in the fact that the rules about tuning are hard to apply, because every situation is a little different.

Considering the rules for servo tuning first, the ideas are basically simple.  Based on the use of 0-10V velocity command, the control system is designed to regulate motor speed.  A Proportional, Integral and Derivative gain value is used to “tune” the command signal sensitivity to allow the control system to regulate the motor and load performance.  This strategy has been created over the years and is used by almost all servomotor and drive suppliers in the motion control industry.

The Proportional term is the most important value in this approach.  The proportional value is generally the amount the 0-10V command signal will be increased in response to a following error.  The more gain, the more velocity will be commanded.  This will allow the control system to correct for changes in load conditions.  The proportional gain is how the system responds to current conditions.

The Derivative term controls how quickly the control system can add or subtract energy from the load.  The derivative can take the form of dI/dt or dV/dt depending on the specific controller.  This term has two important purposes.  As stated, it defines how quickly the system responds to changes in the load condition, and it exactly parallels the breakdown limit of the power transistors used in the motor amplifier.

The integral term provides correction on a cumulative basis.  All previous error information is integrated over time to provide the system with correction to the control command that “damps” reaction to disturbances.

Notice that all the gains are directly tied to time.  The faster the motion, the more P and D gain is needed to provide adequate response in the control.  Many motion applications have low enough dynamics that servo tuning needs to be very low performance compared to the capability of the equipment.

For most applications, and depending on the gear you are using, the best thing to do is start with I & D gains set to zero.  Use the amplifier autotuning for the motor without the load.  Sometimes these are default settings that are already loaded into the controller.  Tune the motor and amplifier until the P gain seems the best for a step input.  Then add the load and run the autotune again.  If possible, use a step response input that is similar to the type of move you will do in your actual application.

Then gradually add D gain until the leading edge of the step response has no overshoot.  If there was little overshoot without P gain, the motion dynamics are probably very slow and that’s OK.  With D gain set for the application, slowly add I gain and see if the trailing edge of the step response is improved.

If the axis is “hunting” after the motion stops, there is probably too much play in the mechanical system. Using a gearbox with a lot of backlash or a timing belt that is a little loose will produce just enough mechanical error that the servomotor will detect.

Tuning, like everything in motion control, is as unique as each individual application.  There are more complex analytical techniques that can be applied to the subject of tuning.  But I hold to the theory that the majority of applications can be dealt with using simple techniques.

More Measurement and Motion

For all the measurement technology we have available there are some elements of motion control that are generally missing.  We have laser interferometer measuring tools that are accurate to a fraction of 1 micron.  There are rotary position sensors that can divide a circle into a million digital positions. Many of the semiconductor industry’s processes would not be possible without the incredible advances of measurement technology.

Sometimes the motion control aspect of a process is not the primary objective of the control system or machine being considered.  The process of clamping or crimping a can lid onto a can body is an example of this situation.  The motion control system must locate the can lid to the can body correctly, but the final process is the crimping or application of a thrust force to cause the parts to form a strong joint.  In this case the real process variable is the pressure that is exerted at the end of the motion.  The pressure is critical to joining the parts, especially when the can is an igniter for an automotive air bag.

Grinding and polisihing is another example.  The motion control application is required to bring the grinder or polisher into contact with the work piece.  The actual grinding or polishing is the amount of friction generated between the grinder motor and part being worked.  This is actually proportional to the current of the grinding motor, which can be measured and regulated.  If too much current is detected the part might be ruined and the control system can be commanded to move the grinder away from the workpiece.

Important physical attributes of motion include inertia, center of mass and momentum.  There are no convenient sensing technologies that help us with these seemingly basic attributes of the mechanical system.  This is probably why they are ignored in the control system.

However, if the machine was designed in a 3D solid modeling environment, then things like center of mass and inertia are directly available.  A momentum profile can be created as a product of the center of mass and the duration of the motion profile.  This gives us mathematical information that can be used to “inform” the control system in spite of the absence of a control signal that directly measures these properties.

With this in mind one can easily imagine a pick and place mechanism made from two linear stages mounted one on top of the other.  When the two axis are making high speed coordinated moves, the reflected forces of the upper axis put loads on the lower axis.  The data from the solid model becomes useful information in providing mathematical “filters” that can improve the motion in ways that are beyond the current technology of motion control.

There are ample opportunities for improvement in the control of mechanical systems.  We should be looking for new strategies that the modeling and simulation environments provide.

Motion, Measurement and Control

Motion control is all about control.  But you cannot control what you cannot measure.  So there is an important measurement component to the control of moving systems.  The difficulty lies in knowing what to measure, how to measure and what to do about things you can’t measure.

The obvious thing to measure is motor speed.  That part is easy.  Servo motors have built in feedback devices. In the old days, the preferred feedback device was a small generator that produced a voltage proportional to the speed.  In the digital age feedback is by quadrature encoder that outputs a digital pulse that is primarily used for position control.  Most control systems are able to easily integrate the pulse train to derive the speed of the motor.

Unfortunately, most applications require relatively low speed.  Most motors are engineered for high speed.  This is in an effort to package more work related power in a smaller physical package.  Often, the motor is connected by pulleys or gear reducers to get the speed of the motor to more closely match the desired speed of the load.

Some of the important attributes of motion cannot be easily measured.  In addition to speed, torque is extremely important to controlling motion.  Torque can be measured directly from the drive electronics, but this is rarely used for control.

Torque and current are direct equivalents with a slight variation due to the temperature of the motor winding. As the temperature of the motor goes up, the resistance goes up and the current required goes up at the same time.  Since high performance motors have fairly high internal temperatures, this swing can be in excess of 100 degrees centigrade, and should be considered in the control scheme.

Most of the emphasis on current control is in terms of protecting the motor and drive electronics.  The first derivative of current over time  is the limiting parameter of the power electronic devices and is an important boundary condition in safe operation of the electronics.

More important information can be derived by considering the region of the motion profile and the current or torque requirements that are presented.  In order to accelerate a load, a lot of current is needed to overcome the mass of the load.  But once the load is moving the torque requirement drops off.  This creates an opportunity to profile the current requirement while using the conventional error detection scheme of the traditional control.

Other variable that are part of the mechanical system are things like momentum and center of mass.  In multi-axis mechanisms, there is usually a dependency of one axis upon another.  The idea that the mass of one axis is changing it’s center of mass and momentum with respect to the other axis is generally ignored.  This too is an opportunity to gain increased stability in the control and possibly improve throughput by having a better model of the application from which to create the ideal control.

Looks to me like there is a lot of room for improvement.  Let me know if you agree or disagree.

Complete Control

Torque is equal to current when it comes to electric motors.  When sizing the motor and drive circuit, the discussion usually revolves (pun intended) around the torque of acceleration.  This is because the torque required to accelerate the load is generally the largest component of the load requirement.  However, there are two aspects to the torque requirement that should be considered.

First, the total torque required is really made up of three components.  Torque of acceleration, frictional torque and torque required to overcome the inertia at constant speed.  In most cases the frictional torque is small and is often ignored.  The torque required to keep the inertia mass moving at constant speed is often a fraction of the torque of acceleration and is taken into account in servo sizing software, so it is not considered separately.

Second, what makes the torque of acceleration so important is that the formula is divided by time.  So as the time allowed for the load to move decreases, which is usually what we’re trying to do in motion control, the torque required to accelerate goes up arithmetically.  This is why the torque of acceleration dominates the discussion when evaluating motor requirements.

Everything in the control system is oriented as a PID controlled velocity loop, and the other major control loop, current, is being ignored from the programming standpoint.  Of course current regulation is performed in the drive circuit between the power electronics and the motor winding.  This is required to prevent damage to the drive circuit. But current control has no place in the programming of the trajectory.  This is an oversight that needs correction.

The immediate problem is that we don’t have a good rule base to apply current control to trajectory planning.  This is however, a great opportunity to improve how motion control is done by the entire industry.  Some simple rules come to mind that might demonstrate beneficial results.

What would be the impact of knowing that the trajectory can be divided by the sign of the acceleration?  Simply knowing that acceleration is positive, negative or zero would permit better regulation of the load.  Knowing that the acceleration is increasing or decreasing has similar potential benefit.  If the acceleration of the load leads to a period of constant velocity, then as the acceleration is performed, there is an inflection point where the acceleration force starts decreasing to reach the torque that is required to maintain constant velocity.  This approach suggests that acceleration could be dynamically controlled through current and achieve a move profile with little or no overshoot using no gains whatsoever in the control system.

The control system of the future will achieve superior performance because the control model makes use of both speed and an torque to move the load.  A more complete model should lead to more realistic control with better performance.  That’s what this industry is all about.

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