1. Introduction
With the increasing demand for automation and intelligence in mining operations, the control precision and responsiveness of heavy-duty robotic arms have become essential. As crucial equipment in mining tasks, these heavy-duty robotic arms undertake high-intensity tasks such as excavation, loading, and unloading, requiring high reliability and operational accuracy. The successful execution of these tasks depends on the arm’s complex internal power system, particularly the hydraulic system at its core.
Within the robotic arm’s power system, the hydraulic cylinder serves as one of the most critical actuators, driving joint movements through changes in hydraulic oil pressure to ensure efficient, precise, and stable operation. Thus, the performance, control precision, and operational reliability of hydraulic cylinders directly affect the overall working efficiency and capacity of the robotic arm. For this reason, research on hydraulic cylinder control is essential. However, due to the influences of hydraulic oil flow, pressure, and variations in external load, the control process for hydraulic cylinders exhibits strong nonlinearity and uncertainty. These challenges particularly limit traditional hydraulic control methods when precise position control is required [
1,
2,
3,
4].
To address this issue, modern hydraulic control technology has gradually incorporated electro-hydraulic proportional control systems, which can continuously adjust the flow and pressure of hydraulic cylinders based on external control signals, thereby achieving higher control accuracy and responsiveness. Particularly in position control, electro-hydraulic proportional systems effectively overcome issues of delay and oscillation common in traditional control methods, significantly enhancing control flexibility and stability. Therefore, investigating the application of electro-hydraulic proportional position control technology in hydraulic cylinders holds substantial theoretical and practical value [
5,
6,
7,
8].
At present, the classical PID control algorithm is widely used in electro-hydraulic proportional control system. However, it is prone to overshoot and oscillations under external disturbances. Advanced strategies, such as sliding mode control, adaptive robust control, and optimal control, can achieve better control outcomes but typically require high accuracy of the system’s mathematical model and offer limited robustness against changes in system parameters [
9,
10,
11]. Feedforward control, as an open-loop control, offers advantages such as simple structure, fast response, and no delay. Yet, due to its inability to sense and correct errors, it has limited accuracy and disturbance rejection. The integration of feedforward and feedback control can leverage the strengths of both approaches, significantly improving the control accuracy, responsiveness, and reliability of electro-hydraulic systems [
12,
13,
14].
To address the high precision and responsiveness demands in the control of heavy-duty robotic arms, especially given the challenges posed by the nonlinearity and uncertainty inherent in hydraulic systems, researchers worldwide have conducted extensive studies in the field of electro-hydraulic control, proposing various improved methods and control strategies. For example, Yao et al. developed feedforward compensation for the system based on the invariance principle and pole zero theory, effectively improving the tracking performance of the system and greatly expanding the system bandwidth [
15]. Lee et al. utilized feedforward control to accelerate tracking speed, enabling precise tracking [
16]. Ibrahim et al. proposed a real-time tracking control method based on pulse width modulation for electro-hydraulic proportional systems, which achieves position tracking with minimal error and low transient time by controlling the speed of the actuator [
17]. Kong et al. proposed a multi-switching-mode intelligent hybrid control method for electro-hydraulic proportional systems, which integrates PID control law, neural fuzzy control law, and expert-based control law [
18]. Wang et al. proposed a model free linear active disturbance suppression controller with integrated dead zone inverse compensation for electro-hydraulic proportional systems with unknown dead zones [
19]. Liu et al. designed a linear extended state observer for an electro-hydraulic system controlled by a proportional valve. They also designed nonlinear functions to compensate for dead zones and improve trajectory tracking accuracy under external disturbances [
20].
To enhance the response characteristics of the electro-hydraulic proportional control system, this paper proposes a feedforward-feedback composite control strategy based on dead zone compensation. By compensating for the proportional valve’s dead zone, the response speed is improved. The feedforward-feedback controller is also designed to increase control accuracy under external disturbances. A mathematical and simulation model is established for theoretical analysis, and an experimental platform is set up to validate the effectiveness of the control strategy.
3. Feedforward-Feedback Composite Controller Design
3.1. Feedforward-Feedback Control System Design
The basic principle of feedback control is to continuously monitor the system output, compare the actual output with the desired output, and adjust the system input based on the deviation, so that the system output approaches the desired value. Industrial control is often subject to many disturbances, and conventional feedback control alone may struggle to achieve good control quality. In such cases, feedforward and feedback control are often combined. The basic principle of feedforward control is to adjust the control variables directly by understanding the relationship between system input and the desired output in advance, thereby counteracting or reducing the impact of disturbances on the output. Unlike feedback control, feedforward control does not rely on output information for adjustments; instead, it pre-calculates the required control value through mathematical models or empirical formulas, improving the system’s response speed and stability. A feedforward-feedback composite control system combines the advantages of both feedforward and feedback control methods. The block diagram of the feedforward-feedback composite control system is shown in
Figure 2. Assuming that the disturbances encountered by the control system are measurable.
In the figure,
is the transfer function of the disturbance channel,
is the transfer function of the feedforward controller for disturbances,
is the transfer function of the feedback controller,
is the transfer function of the control channel,
is the common transfer function, and
is the transfer function of the feedback channel. The transfer function of the feedforward-feedback control system for disturbances is as follows:
Under pure feedforward control, the system’s transfer function for disturbances is as follows:
It can be seen that, compared to a purely feedforward control system, the influence of disturbances on the controlled quantity in the feedforward-feedback control system is reduced to of its original value, thereby decreasing the impact of disturbances on the system. At the same time, feedback control is incorporated, enhancing the system’s feedback regulation capability.
It can be derived that the condition for the feedforward-feedback control system to achieve complete compensation for disturbances is as follows:
It can be seen that using a feedforward-feedback control system allows for the advance compensation of one or several significant disturbances affecting the system output before they impact it. For the remaining disturbances, feedback control can be utilized to compensate for deviations through changes in the output.
For the feedback control portion, this paper employs the PID control, which is the most widely used in industrial control. Proportional control adjusts based on the current error, where the control output is directly proportional to the error, represented by the term
, with
as the proportional gain and
as the current error. While increasing
can speed up the system response, an excessively high
may lead to oscillations or even instability. Integral control adjusts based on the accumulated error over time and is primarily used to eliminate steady-state error, represented by the integral term
, where
is the integral gain. This action ensures that even small errors affect the output over time, thereby reducing steady-state error. However, a high integral gain may slow the response and lead to overshoot and oscillations. Derivative control adjusts based on the rate of change of the error, predicting its trend so the system can respond preemptively. The derivative term is
, where
is the derivative gain. Derivative action helps improve the dynamic response, reducing overshoot and oscillations. However, it is sensitive to noise, and too much derivative gain can destabilize the system. The PID controller output is the sum of the following three parts:
By adjusting appropriately, the PID controller allows the system to achieve the desired target while balancing response speed and stability.
3.2. Identification of Control System Parameters
According to the theoretical derivation above, the hydraulic valve-controlled cylinder system can be considered a third-order system. Due to system nonlinearity, the parameter values in the mathematical model need to be derived based on the current position’s parameters at different working positions, which complicates calculations and increases workload. Using a model derived from a single position to represent the entire motion process fails to account for the system’s dynamic characteristics. Therefore, this paper establishes an Amesim simulation model to identify the system’s transfer function by collecting parameters throughout the motion process, ensuring that the identified model aligns as closely as possible with the system’s dynamic response characteristics. The Amesim simulation model developed in this paper is shown in
Figure 3, and some parameter settings for the simulation system are listed in
Table 1.
The simulation input signal is a step signal with a step value of 15 cm. The simulation duration is set to 10 s, with a sampling frequency of 1000 Hz. A standard integrator type is selected, and linear analysis mode is used for the simulation. The model identification program written in MATLAB-2021a reads the Jacobian matrix from the Amesim simulation results for parameter identification. The transfer function from the proportional directional valve signal to the valve spool displacement is as follows:
The transfer function from valve spool displacement to hydraulic cylinder displacement is as follows:
The identified parameters of the proportional valve indicate a natural frequency of 502.6548 rad/s and a damping ratio of 0.8. The natural frequency of the valve-controlled cylinder system is 305.9184 rad/s with a damping ratio of 0.1. To verify the accuracy of the parameter identification results, the displacement curve calculated from the transfer function is compared with the displacement curve from the Amesim simulation model. The step signal value is set to 0.15 m. Before 4.5 s, the hydraulic cylinder displacement rises steadily, and at 4.5 s, the hydraulic cylinder displacement stabilizes, ultimately reaching 0.15 m.
Figure 4 shows that the absolute error of the displacement tracking curve between the simulation and parameter identification reaches its maximum of approximately 0.00152 m at around 1 s, with a relative deviation of 1.5%. The average error during the entire process is 1.40 × 10
−8 m. Therefore, it can be concluded that the transfer function model derived from parameter identification is essentially consistent with the simulation model in Amesim, allowing for the validation of the control effects of different control methods using the transfer function model.
4. Simulink Simulation Analysis
Based on the transfer functions of each component of the electro-hydraulic position proportional system identified in the previous text, a mathematical simulation model is established in the Simulink module of MATLAB-2021a, as shown in
Figure 5.
In the simulation, a sine signal is taken as the desired displacement for the electro-hydraulic position proportional system. The amplitude of the sine signal is 30 cm, with a vertical offset of 30 cm and a period of 2 s. The simulation time is set to 4 s, with a sampling frequency of 1000 Hz. Apply a load disturbance of 70 kg at the end of the first sine cycle, which is the second second, and continue until the end of the simulation. The simulation results and error curves of two different control methods, PID feedback control and feedforward-feedback composite control, are shown in
Figure 6. The advantages and disadvantages of different control methods are measured by calculating the average error and maximum error during the tracking process. The calculation of the average error is shown in Formula (13).
Among them, is the average error, is the desired displacement at the i-th point, is the trajectory tracking displacement at the i-th point, and is the number of sampling points.
The sinusoidal trajectory tracking simulation results in
Figure 6 indicate that both the feedforward-feedback composite control and the feedback control methods can effectively track the desired displacement. However, after adding a 70 kg load disturbance in the second, the error of the feedback control method fluctuated. In contrast, feedforward-feedback control effectively compensates for disturbances through the feedforward controller before they affect the entire system, resulting in a stable motion trajectory without fluctuations caused by disturbances. The average tracking error of the feedforward-feedback composite control is 0.0057 cm, which is better than the 0.0064 cm of the standalone feedback control. Based on the results obtained from the simulation, the feedforward-feedback composite control proves to be more effective than standalone feedback control in the electro-hydraulic position proportional system when facing load disturbances.
5. Experimental Verification
In order to verify the effectiveness of the control method proposed in this article, an electro-hydraulic proportional control system experimental platform was built based on the boom cylinder of a small excavator, as shown in
Figure 7. The hydraulic schematic of the experimental equipment is shown in
Figure 8. The three hydraulic cylinders in the figure control the movement of the excavator’s boom, bucket, and boom, respectively.
In the experiment, only the motion control of the boom cylinder was carried out, and the oil circuits of the bucket hydraulic cylinder and the boom hydraulic cylinder were in a closed state. The experimental system uses a motor as the power source, drives a gear pump through a coupling, and delivers hydraulic oil to the hydraulic cylinder through a proportional directional valve to provide power. The signal control part consists of an upper computer, PLC, signal amplification board, proportional directional valve, displacement sensor, and other components. The PLC is the S7-1200 manufactured by Siemens, Germany. The displacement sensor transmits the real-time displacement of the hydraulic cylinder to the upper computer through the signal amplification board and PLC. After the upper computer collects the displacement signal, it calculates the displacement control signal based on the feedforward-feedback composite control algorithm and transmits it to the PLC. The control signal output by the PLC is amplified by the signal amplification board to control the movement of the proportional valve core, change the flow direction and speed of the hydraulic oil, and thus control the expansion and contraction movement of the hydraulic cylinder.
5.1. Proportional Valve Dead Zone Compensation
In an electro-hydraulic proportional system, the control signal for the proportional directional valve is a ±10 V voltage signal. A reciprocating motion control experiment was conducted, causing the proportional valve to switch directions. In the motion control experiment, the hydraulic cylinder first extends and then retracts. The impact of the dead zone on the system is observed during the directional switching of the proportional valve. Displacement data of the hydraulic cylinder and the control signals of the proportional valve were collected and are plotted in
Figure 9. Based on the figure, the impact of the proportional valve’s dead zone on the response characteristics of the electro-hydraulic proportional system was observed. In the figure, the black curve represents the displacement of the hydraulic cylinder, and the red curve represents the control voltage signal of the proportional valve during the motion. The green horizontal dashed line representing a voltage of −2 V intersects the red curve at points A and B, corresponding to displacement points E and F, respectively. Similarly, the green horizontal dashed line representing a voltage of 2V intersects the red curve at points C and D, corresponding to displacement points G and H, respectively. The control voltage signal in the AB segment of the red curve corresponds to the displacement of the hydraulic cylinder in the EF segment of the black curve. It can be observed that, prior to the AB segment, when the control signal is between 0 and −2 V, the proportional valve is in the dead zone, the hydraulic circuit is not yet open, and the hydraulic cylinder does not move. When the voltage signal is less than −2 V, the proportional valve crosses the dead zone, the hydraulic circuit opens, and the hydraulic cylinder begins to extend. When the proportional valve control signal is in the BC segment, the voltage signal remains between −2 V and +2 V, the proportional valve is in the dead zone, the hydraulic circuit remains closed, and the hydraulic cylinder stops moving. When the voltage signal is in the CD segment, the proportional valve control voltage exceeds +2 V, the proportional valve crosses the dead zone, and the hydraulic cylinder begins to retract. After point D, when the control voltage is less than 2 V, the hydraulic cylinder stops moving. The experiment shows that the dead zone of this proportional valve is ±20%. The existence of the dead zone in proportional valves significantly restricts the response speed of electro-hydraulic proportional systems.
When the proportional valve control signal
, output by the controller, is transmitted to TIA Portal via the upper computer, TIA Portal determines whether the control signal is within the dead zone of the proportional valve. If the control signal is in the dead zone, a voltage step signal
is added as compensation to the controller’s output voltage signal through programming in TIA Portal. The controller’s output signal
, together with the dead zone compensation signal
, forms the drive signal for the proportional valve, enabling it to quickly pass through the dead zone. The dead zone compensation process is shown in
Figure 10. Before the dead zone compensation signal is added, the drive signal of the proportional valve varies between −10 V and +10 V. After adding the dead zone compensation signal, the drive signal of the proportional valve falls within the ranges of −10 V to −2 V and +2 V to +10 V. As shown in
Figure 10, after adding the dead zone compensation signal, the drive signal of the proportional valve will no longer appear within the dead zone range of −2 V to 2 V during directional switching. A repetitive motion control experiment is conducted again to observe the control effect after adding the dead zone compensation signal. The displacement data of the hydraulic cylinder and the control signal of the proportional valve from the experiment were collected and plotted in
Figure 11.
In
Figure 11, the green horizontal dashed line representing a voltage of −2 V intersects the red curve at points B and C, while the green horizontal dashed line representing a voltage of 2V intersects the red curve at points F and G. Points A, D, E, and H are the turning points of the voltage signal. It can be observed that the voltage signal curve jumps from 0 V to −2 V in segment AB, from −2 V to 0 V in segment CD, from 0 V to 2 V in segment EF, and from 2 V to 0 V in segment GH. The designed dead zone compensation strategy enables the proportional valve to quickly overcome the dead zone. Under the same controller parameter conditions, the time required for the hydraulic cylinder to transition from extension to retraction decreased from 340 s to 36 s, reducing the time for the proportional valve to cross the dead zone by 89.4%. Therefore, it can be concluded that this dead zone compensation method is effective. Subsequent trajectory control experiments for the hydraulic cylinder will be conducted based on this dead zone compensation strategy.
5.2. Feedforward-Feedback Combined Control Experiment Based on Dead Zone Compensation
During the experiment, load disturbances were applied to the boom cylinder. There are two types of load disturbances. The first type is a fixed load disturbance, where an external load of 70 kg is applied at the start of the experiment and remains until its conclusion. The second type is a variable load disturbance, where a 70 kg load disturbance is applied at the 10 s mark and removed at the 120 s mark. The effects of the fixed and variable load disturbances on the motion of the hydraulic cylinder during the application and removal of the load are observed, as well as the actual control performance of the feedforward-feedback combined controller based on dead zone compensation under external load disturbances.
The experimental results of fixed load disturbance trajectory tracking are shown in
Figure 12. After applying a fixed load, the peak error of the feedback control reached a maximum of 0.61 cm at 21 s, with an average error of 0.39 cm. In contrast, the peak error for the feedforward-feedback composite control was around 0.3 cm, with an average error of 0.18 cm. The average error in the trajectory tracking experiment under the feedforward-feedback combined control with dead zone compensation was reduced by 53.8% compared to feedback control.
The experimental results of trajectory tracking under time-varying load disturbances are shown in
Figure 13. A load is applied after 10 s of system motion and removed at the end of the first sine wave signal. Under the influence of varying loads, the feedback control exhibits a peak error of 0.81 cm and an average error of 0.43 cm. In contrast, the feedforward-feedback composite control achieves a peak error of 0.31 cm and an average error of 0.21 cm. Compared to feedback control, the feedforward-feedback composite control with dead zone compensation reduces the average error by 51.2% in the trajectory tracking experiment. The experimental results of the two scenarios are summarized in
Table 2.