POLITECNICO DI MILANO School of Industrial and Information Engineering Master of Science in Mechanical Engineering Fuzzy Sliding mode control for vehicle lateral dynamics combining Torque Vectoring with four wheel steering for electric FSAE vehicle Supervisor: Prof. Edoardo Sabbioni Co-Supervisor: Ing. Michele Vignati Master thesis of: Andrea Giambone 921154 Fabio Lussana 920358 Academic Year 2019-2020
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POLITECNICO DI MILANO
School of Industrial and Information Engineering
Master of Science in Mechanical Engineering
Fuzzy Sliding mode control for vehicle lateral
dynamics combining Torque Vectoring with
four wheel steering for electric FSAE vehicle
Supervisor: Prof. Edoardo Sabbioni
Co-Supervisor: Ing. Michele Vignati
Master thesis of:
Andrea Giambone 921154
Fabio Lussana 920358
Academic Year 2019-2020
Abstract
Attention to the environment is significantly increasing over the last years. The
automotive world is identified as one of the biggest sources of polluting gases due
to classic internal combustion engine emissions. This has led to the implementation
of electric vehicles. Due to the different layouts and the promptness of the electric
motors, the vehicle control logic should be rediscussed. This thesis aims to design a
multi-actuated control logic for the lateral dynamics control of an electric formula
vehicle which will compete in the EFSAE championship, an engineering design com-
petition among several universities in the world. The are two available actuators:
the torque vectoring (TV), at disposal thanks to two motors, one for each wheel, on
the rear axis and the rear wheels steering (RWS). The latter has been engineered in
this thesis to be implemented on the real vehicle and to better model its dynamic
to have a more precise control model. Firstly, this dissertation carries out a review
of the state of the art of active control on road vehicles, exploring their evolution
during the years landing to the ones implemented on FEVs. A briefly review on the
steering components and the several implementation possibilities is also available.
The dissertation continues with the RWS design, focusing on the gearmotor choice
and on the FEM study of the main structural parts. Eventually, a study of the ve-
hicle control system is presented, aiming to control simultaneously the two variables
which, according to the literature, influence the most the car behaviour, i.e. the side
slip angle and the yaw rate. Thanks to the right references, the implemented con-
trol target is to obtain a high-performance vehicle capable to recover the stability in
critical conditions. The control chapter also describes how the multi-actuation is im-
plemented. A phase portrait study has been carried out in order to obtain efficiency
maps, through which the use of an actuator over the other is maximized according to
the vehicle state. Then the control logic is described. The controller is a fuzzy slid-
ing mode control, which combines a super-twisting SMC with a FLC, the first one
generates the control action, while the second one adapts the sliding surface to the
vehicle state. The final control action is weighted through the performance indexes.
Finally, different numerical simulations, run in Matlab-Simulink environment, are
reported and results are discussed to show the controller performances.
I
Sommario
L’attenzione verso l’ambiente e cresciuta sempre di piu negli ultimi anni. Il mondo
dell’automotive e riconosciuto come una delle maggiori fonti di gas inquinanti a
causa delle emissioni dei classici motori a combustione interna. Motivo che ha por-
tato allo sviluppo di veicoli elettrici. Per il differente layout di questi e la prontezza
dei motori elettrici, la logica di controllo del veicolo deve essere rivista. Questa tesi
aspira a progettare un controllo multi-attuato per la dinamica laterale di un veicolo
formula elettrico che partecipera nel campionato EFSAE, una competizione tra di-
verse universita nel mondo. Gli attuatori disponibili sono due: il torque vectoring
(TV), a disposizione grazie a due singoli motori, uno per ruota, e il sistema di sterzo
posteriore (RWS). Quest’ultimo e stato progettato in questa tesi per essere imple-
mentato sul veicolo e per avere un modello affidabile della sua dinamica da usare
nel modello di controllo. Inizialmente la dissertazione presenta lo stato dell’arte dei
controlli sui veicoli, esplorando la loro evoluzione sino a quelli attualmente usati sui
veicoli elettrici. E anche presentata una breve revisione sui componenti dello sterzo e
le differenti configurazioni. In seguito, la tesi continua con la progettazione del RWS,
concentrandosi sulla scelta del moto-riduttore e sullo studio FEM delle parti strut-
turali piu importanti. L’attenzione si sposta poi sullo studio del sistema di controllo
del veicolo, che ha lo scopo di gestire le due variabili che, secondo la letteratura, piu
influenzano il comportamento dinamico del veicolo, ossia la velocita di imbardata e
l’angolo di assetto. Grazie ai giusti riferimenti, il controllo e costruito per ottenere
un veicolo performante e che riesca a recuperare la stabilita in condizioni critiche.
Il capitolo sul controllo tratta anche dell’implementazione della multi-attuazione.
Uno studio nel piano di fase e stato fatto per produrre delle mappe di efficienza,
attraverso le quali e definito l’uso di un attuatore rispetto a un altro in base allo
stato del veicolo. Successivamente, la logica di controllo e descritta. Essa si basa
su un controllo ‘fuzzy sliding mode’, che combina un super-twisting SMC con una
FLC; il primo genera l’azione di controllo, mentre il secondo adatta la superficie di
sliding allo stato del veicolo. L’azione finale del controllo e pesata tramite gli in-
dici di performance. Infine diverse simulazioni numeriche, in Matlab-Simulink, sono
state eseguite e commentate per mostrare le capacita del controllo.
III
Acknowledgements
First and foremost, we would like to express our sincere gratitude to Prof. Edoardo
Sabbioni and Ing. Michele Vignati for guiding us, for sparing their valuable time and
for the suggestions to keep us in the right direction to achieve the desired targets.
We would also like to thank Ing. Michele Asperti for the precious help and support
in the development of all the aspect of the thesis.
We would like to express our heartiest gratitude to our parents and family for their
continuous support in all fields of our life, for motivating us and encouraging us to
give always our best.
We are also very grateful to our friends for the beautiful moments spent together in
these years, for the support and the suggestions in the difficult moments. We will
preserve these wonderful memories in our heart forever.
5.3 Step-steer manoeuvre on high friction road surface. . . . . . . . . . . 119
5.4 Step-steer manoeuvre on high friction road surface. . . . . . . . . . . 121
5.5 Double lane change manoeuvre on high friction road surface. . . . . 125
XV
Symbols, subscript and
acronyms
Symbols:
Υ Time delay s
Ω Wheel angular velocity rad/s
α Wheel slip angle rad
β Vehicle side-slip angle rad
γ Sliding mode control gain ∼δ Wheel steer angle rad
θ Chassis pitch angle rad
λ1 Sliding mode control gain ∼λ1 Sliding mode control gain ∼µ Road friction coefficient ∼ξ Fuzzy logic performance weighting factor ∼φ Chassis roll angle rad
ρ Air density kg/m3
σ Fuzzy logic stability weighting factor ∼τ Transmission ratio ∼χ Performance index ∼ψ Chassis yaw angle rad
ω Natural frequency Hz
A Vehicle acceleration m/s2
Cα Cornering stiffness N/rad
Cd Drag coefficient ∼F Force N
J Moment of inertia kgm2
L Wheelbase m
Lf C.o.g. to front axle distance m
Lr C.o.g. to rear axle distance m
XVII
M Momentum Nm
R Radius m
S Vehicle front area m2
T Torque Nm
V Vehicle speed m/s
c Vehicle semi-track m
fv Rolling resistance coefficient ∼g Gravitational acceleration m/s2
hG C.o.g. height from the ground m
i x axis versor ∼j y axis versor ∼k z axis versor ∼k Longitudinal slip ∼kd Derivative coefficient ∼ki Integral coefficient ∼kp Proportional coefficient ∼kroll Roll stiffness ratio ∼kz Tyre vertical stiffness N/m
m Mass kg
s Curvilinear abscissa m
t Time s
u Tyre rolling resistance trail m
K Steering arm m
J Inertia kgm2
α Pinion pressure angle
η Efficency −
Subscript:
b Brake
f Front
fl Front left
fr Front right
i i-th element
lin Linear
r Rear
req Required
rl Rear left
XVIII
rr Rear right
sw Steering wheel
th Threshold
w Wheel
x Along x direction
y Along y direction
z Along z direction
Acronyms:
4WD Four Wheel Drive
4WS Four Wheel Steering
ABS Anti-lock Braking System
AFS Active Front Steering
ASC Anti-Slip Control
BTV Brake Torque Vectoring
c.o.g. Center of gravity
d.o.f. Degrees of freedom
DV C Dynamic Vehicle Control
DY C Direct Yaw Control
ESC Electric Stability Control
ESP Electric Stability Program
FLC Fuzzy Logic Control
FSMC Fuzzy Sliding Mode Control
FEV Full Electric Cehicle
ICE Internal combustion engine
IWM In wheel motorized
LQR Linear quadratic regulator
MPC Model Predictive Control
RAD Rear Active Differential
RWD Rear wheel drive
RWS Rear wheel steering
SMC Sliding Mode Control
STA Super Twisting Algorithm
V SC Vehicle Stability Control
V TD Variable Torque Distribution
XIX
Introduction
In recent years car manufacturers focused on researching alternatives energy sources
for automotive propulsion. Nowadays, almost all of these have realized that the
only achievable solution is the development of hybrid electric vehicles (HEV) and
fully electric vehicles (FEV). Some brands explored different solutions like hydrogen
engines, but they also propose electrified car models, which represent the only real
alternative to fossil fuel that can be implemented in relatively short time. This en-
vironmental awareness started to be relevant in the second part of the last century,
but until the ’70s there were not rules. The first time it appeared was in 1973 in
Europe, when Environment and Consumer Protection Service was set up and the
first Environmental Action Programme (EAP) was adopted [40]. From that time,
the awareness of the necessity of rules in order to protect the environment and to
improve the life’s level increases, coming out continuously with new rules, updates,
commissions and organizations to set increasingly demanding objectives. Currently,
the European Union has a long-term objective of reducing greenhouse gas (GHG)
emissions by 2050 from 80 up to 95% compared to 1990 for the transport sector,
which is accountable for more than a fifth of the EU’s GHG emissions, the target is
a 60% reduction [11]. In order to achieve these goals the European Commission has
drawn up a set of rules that limits the average CO2 emissions of all new cars and
vans registered in the EU from 2020, penalty payment of fines quantified according
to the level of emission above the target and the number of vehicles. The attention
to environmental impact and the increasingly restrictive limits on the emission of
CO2 are the two main reasons that drove manufacturers to include electrified alter-
natives within their car proposals. Some brands are so confident in the potential
and development of this kind of propulsion that expects to completely remove clas-
sical fossil fuel engine from their cars from now to 10-15 years. The main problems
of this technology are the storing of the energy, which needs big battery packages,
the charging network, which should guarantee a good diffusion to let the owners to
travel without concerns, and the recharging time, that is a lot longer than a classical
gasoline refill. Anyway, in the very last few years, understood the importance of the
electric vehicles in the future market, these problems are becoming smaller thanks
1
to commitment, research and investment of the car makers and in general of many
automotive and electrical companies. Electric vehicles, apart from the obvious zero
emission advantage when the car is running, have some relevant pros with respect
the ICE vehicles. First of all, the relocation of the space inside the car, the presence
of the electric motors and of the battery package leads to a different occupation of
the space with a layout which usually gives more space for passengers, thus more
comfort. Another point, the most important, which is the one of this study, is the
security and performance improvement thanks to the great possibility of being more
precise and effective in the active control acting directly on the electric motors, as
it will be described later.
Focusing on fully electric vehicles, which this study deals with, two main ways of
layout design exist: one motor for each axle (even on only one axle), which leads to a
more classic solution, similar to the conventional drivetrain scheme of a ICE vehicle,
with the need of a differential, or one motor for each wheel, which permits to act
on the single wheel with the torque and speed needed in each moment (limited by
the motor characteristics), offering a big opportunity in terms of control due to the
direct control on the electric motor, without dealing with mechanical parts such as
the differential, more complicated and less fast in the reactions. In our study we use
this latter solution, due to the main advantages just described.
Talking about safety on the vehicle, this has always been one of the most important
topics when dealing with cars. The first motor cars began running in the 1880s, one
of the earliest crashes resulting in fatal injury was recorded in a London newspa-
per already in 1889 [54]. The necessity of improving the safety of the vehicles was
immediately clear, the first barrier test was run by General Motors at the Milford
Proving Ground in Michigan already in 1934 [54]. At that time the causes of injury
were unknown, and improvements in design were probably related more to reducing
damage to vehicles than to reducing the risk of injury, but anyway it is evident that
safety is a problem intrinsically related with the vehicles from their birth. During
the years safety has always increased thanks to new technology and to the growing
awareness of its importance. Firstly with passive safety features, which are systems
that do not do any work until they are called to action. They become active during
an accident, and work to minimize damage and reduce the risk of injury during the
time of impact. These systems are seat belts, air bags and the structure of the vehi-
cle. These devices automatically deploy when the car gets into a crash. In parallel
active safety system are introduced and under continuous research. They work to
prevent an accident, these systems always stay active while you drive and continu-
ously work to keep you from getting into an accident. Most active safety features
are electronic and controlled by a computer. The most known active safety systems
are ABS, the first introduced, ESP and TCS (respectively Antilock Brake System,
2
INTRODUCTION
Electronic Stability Control and Traction Control System). In the modern car are
also diffused features such as forward collision warning, lane departure warning and
adaptive cruise control which approach always more the autonomous drive. Merging
passive and active controls nowadays a very high level of safety is reached.
On the other hand, active controls can be very useful to improve the performance
and the stability of a vehicle, especially in extreme situations. This approach is in-
teresting in a racing environment and it is less developed than the normal use. This
study’s aim is to develop this aspect in terms of active control on lateral dynamic
of a race electric vehicle that will compete in Electric FSAE championship. A simi-
lar work has been developed in [8] using typical proportional integral control logic.
This thesis is intended to explore and implement some innovative controls in the
literature, the sliding mode and the fuzzy logic ones, to manage several parameters
simultaneously. In a race car the safety is entrusted to the passive systems, the ac-
tive control is instead designed to help the driver to enhance the car’s performance
at maximum lateral acceleration and maximum speed working on the stability limit
of the vehicle.
To study the lateral dynamic of a vehicle two main variables must be considered:
the side slip angle, which is the angle between the transversal speed of the car’s
barycentre and the absolute speed, and the yaw rate, which is the rotational speed
around the vertical axis. The basic theory of an active theory is to fix a reference
of these quantities and manage to follow it. In order to do it there are two possible
methods. The first is the so called ‘torque vectoring’ which consists in creating a
yaw moment. Our car has two electric motors, one for each wheel, on the rear axle,
thus in order to create the yaw moment we have two possibilities: to use the brakes
or the motors, as displayed by Figure 1.
The first solution is to act on the brakes of the rear (or generally of the front, or
both) axle to break one wheel to create a difference of longitudinal force between
the two wheels and thus a yaw moment. This method, while being effective, has two
negative sides: it is only possible to dissipate energy, so to slow down one of the two
wheels, it is not possible to accelerate one of the two to have a higher difference of
torque. Besides, as just said, this system dissipate energy, so the motor is running
very inefficiently, wasting battery’s charge and reducing the maximum performance.
The cleverest method to create the yaw moment, having one electric motor per wheel,
is to use them to have the exact torque the control needs in each wheel, creating
the necessary yaw moment to follow the desired reference. Moreover, in this way
the system has no power dissipation, useful to reach the maximum performance and
to save energy, and it can introduce both positive and negative torque on the wheel
reaching every difference of moment needed (always in the motor limit). The other
instrument to manage the lateral dynamic of a car is the four-wheel steer (4WS).
3
Figure 1: Torque Vectoring explained by Bosch
The active control on the steering angle of the wheels allows to control the lateral
forces generated by the axis and influence the lateral dynamics of the vehicle. It is
very useful to influence the behaviour of a car in the curves, both in the faster ones,
where it can guarantee more stability, and in the slower ones, where it improves the
agility. For this reason, it is often used on big and very powerful SUV (sport utility
vehicle) which, due to the dimensions and to the weight, find great benefit in this
system. The main cons of this system is that it adds cost because it implies new
mechanical components and a complication in the design of the rear axle. For this
reason, it is usually used only in very expensive cars like the Bentley Flying Spur
or the Ferrari SF90 Stradale. It is possible to think that, as every technology, with
the passage of time it will be available also on cheaper cars. An example is Renault,
which already offers the 4Control system (the Renault 4WS system, shown in Figure
2) from 2007 on the best versions of Megan, Talisman and Espace. They are not
cheap cars, but for sure they are not so expensive like a Ferrari or a Bentley can be.
This thesis starts with a deep literature review (chapter 1) in which many details
on the contents are provided. This chapter firstly describes the electrification of
the vehicles, its advantages in the control world and the importance of a greener
mobility. Then it deals with vehicle’s lateral dynamic and the several control logics
which could be used in order to manage it, focusing on the two types of logic used
in this thesis: fuzzy and sliding mode control. Chapter 2 describes in every partic-
4
INTRODUCTION
Figure 2: 4control system by Renault
ular how the vehicle has been numerical modelized. The considered model is a nine
degrees of freedom one in which also brakes, electric motors, tyres and suspensions
dynamics are considered. At the end it is also described the driver model used to
perform close loop manoeuvre. This thesis deals also with the rear wheel steering
system design, as it is explained by chapter 3. In particular, the modelling of the
system, the gearmotor design and the system dynamic are carried out. In chapter 3
is also shown the CAD design in order to have a better understanding of the system
on the car and to report the FEM simulations. Chapter 4 covers the control system
design, focusing on how it is structured, explaining the control references and the
fuzzy sliding mode designed in this thesis. In chapter 5 there is the report of the
simulation. Both open-loop and closed-loop manoeuvres are performed, in partic-
ular, steering pad constant radius, steering pad constant speed, step steer, double
lane change and braking in curve manoeuvres are reported. Finally chapter 6 sums
up the thesis results, concluding the study with the considerations that came up
along the entire thesis work.
5
Chapter 1
State of the art
This chapter covers the literature review to have an overview of the arguments this
thesis deals with. The first section (1.1) discusses about the importance of the
electrification in the road vehicles world, besides it briefly describes how hybrid and
electric vehicles are designed. The section 1.2 shortly gives an explanation of the
lateral dynamic concept and how it is managed. Moreover it identifies the crucial
points to implement a lateral control system. Then in 1.3 there is an overview
of the active control evolution until nowadays, where integrated control systems
are always more present and important. The 1.4 section deals precisely with the
latter. Section 1.5 shows the actuators needed to implement the controls previously
explained, highlighting the pros and cons of the different solutions. Finally, the last
three sections cope with the active control logic topic. 1.6 gives a general overview
of the existing ones, while 1.7 and 1.8 deepen, respectively, sliding mode control and
fuzzy control logic, which are the one used in this thesis.
1.1 Hybrid and electric vehicles
In the past few years, the research and development of eco-vehicles such as elec-
tric vehicles (EVs), hybrid cars, and fuel-cell cars, which have drive-systems that
generate the driving torque with motors, has been actively undertaken due to the
increasing interest in energy and environmental problems. Several types of drive
systems have been proposed for eco-vehicles, for instance, a front- or rear-wheel-
drive system with two in-wheel motors and a four-wheel-drive (4WD) system with
independently driven front and rear motors or four in-wheel motors. In these eco-
vehicles, the driving motors can be used as generators to recuperate the kinetic or
potential energy during braking. The recuperated energy, which is stored in an en-
ergy storage device, can improve the fuel economy. Moreover, regenerative braking
from the motors can be employed to improve vehicle stability since the response
7
1.1. Hybrid and electric vehicles
time of the motor torques is faster than under conventional hydraulic braking, and
motor torque control can be accurately carried out, even in the nonlinear region of
the tire [35].
The first vehicles on the market were the hybrid ones, due to the similarity with
the classic ICE vehicle. Nowadays they are quite diffused, in many countries there
are state incentives both for hybrid and full electric cars to promote the passage
to a greener mobility. Some full electric cars, especially city-cars, are starting to
appear in the market. The main problems of a EV are related to its autonomy, to
its recharging time and to the recharging points network which nowadays are not
spread enough to guarantee the tranquillity needed by a possible buyer who wants
to afford a purchase of a EV, which, usually, costs even more than a classic ICE car.
Mainly due to these problems many people are oriented towards hybrid vehicles,
which can guarantee both the tranquillity of an ICE car and the electric vehicles ad-
vantages (although obviously having some others cons like a higher weight). These
vehicles are usually proposed with different possible drivetrain architectures. Let’s
take in consideration the two main ones: parallel and series. Other solutions are
a mix of the two and they are more complicated. The proposed architectures are
thought to solve the problem of the union between engine and motor. The series one
is based on the decoupling between the two power sources, as showed in (Fig.1.1).
Usually in this type of vehicle the fuel is the primary energy source, it is used by
the engine, which works as a generator, to power the electric motor and to recharge
the batteries, which are usually used in transient and whenever there is a peak of
power where the motor needs an extra-charge. The main pros of this system are the
Figure 1.1: series architecture
complete decoupling between engine and motors which allow to not have additional
8
Chapter 1. State of the art
mechanical pieces as clutches or gearboxes. Moreover, the control algorithm is quite
simple, the engine is usually used at its maximum efficiency point to have the best
fuel consumption. The main cons of this system is that it works like an electric vehi-
cle but with extra components. The alternative is the parallel architecture (Fig.1.2),
which is a lot more diffused in car’s field. Here the motor and the engine collaborate
Figure 1.2: parallel architecture
in order to obtain the best compromise between fuel consumption (which is usually
the main objective of a hybrid vehicle), needed power and comfort. The control
logic is very difficult because it must match all these features. Usually these types
of vehicles have different driving maps, from the eco one that tries to use the system
in the most efficient way, to the sport one which release the full power of the system.
Hybrid cars can be classified by the degree of hybridisation, which is the ratio
between the power of the motor and the engine. Typically, four categories are iden-
tified: micro, mild, full, plug-in. From the one equipped with the smallest motor
(and consequently lighter battery package and electrical equipment), to the plug-in
one which has the most powerful motor and the biggest electric autonomy thanks
to a big battery package.
Electric motor vehicles deserve a lot of attention too, being probably the long-term
future in the automotive field. In fact, in recent years, the focus of attention has
moved into the development of fully electric vehicles (FEVs), which promise to pro-
vide a personal mobility solution with zero emissions. Moreover, owing to significant
advancements in energy storage units and electric motors in terms of power density,
9
1.2. Vehicle’s lateral dynamics
this promise of modern FEVs may become a viable option for the mass market.
With these prospects, novel concepts of electric vehicle layouts are gaining more
and more importance. The first generation of fully electric vehicles was based on
the conversion of internal combustion engine driven vehicles into electric vehicles,
by replacing the drivetrains, while keeping the same driveline structure; that is, one
electric motor drive, which is located centrally between the driven wheels, and a
single-speed mechanical transmission including a differential. Such a design solution
is going to be gradually substituted by a novel vehicle architecture, based on the
adoption of individually controlled electric powertrains, with the unique possibility
to improve the vehicle dynamics control because of their intrinsic high and indepen-
dent controllability. The active control of electric powertrains allows the regulation
of the distribution of the driving torques in order to achieve desired steady-state
and transient vehicle dynamics characteristics. At the same time, if implemented
through in-wheel motors, these architectural solutions allow an improvement of the
overall vehicle packaging as less space is required by the powertrain. [12] About this
last technology also LiQuiang e Al [29] affirm that Electric Vehicles driven by in-
wheel motors present to us a practical way of designing an EV with its cost reduced
and that the performance of in-wheel motor EV is likely to perform better compared
with that of classical vehicles once a good control system is invented.
In [62] they describe with more precision that if an electric vehicle is equipped with
four in-wheel motors, it is easy to control the four tyre longitudinal forces indepen-
dently for more sophisticated vehicle motion control. In addition, the four wheels
with in-wheel motors of the vehicle are easily steered independently by some addi-
tional electro-magnetic actuators to control four tyre lateral forces for the motion
control. Thus, the electric vehicle easily becomes a full drive by-wire vehicle which
has the eight independently controllable tyre forces – four longitudinal forces and
four lateral ones. It is thus clear that in-wheel-motors are a very reliable and inno-
vative solution in order to better control the vehicle’s dynamic.
1.2 Vehicle’s lateral dynamics
Vehicle’s lateral dynamic refer to the vehicle dynamic behaviour during a curve. It
has been studied firstly by Pacejka, who in 1973 presented the steady-state turn-
ing study which includes the handling diagram and the over/neutral/understeer
concepts, which resume the car lateral behaviour and are nowadays accepted as fun-
damental cornerstones in vehicle dynamics. He also introduced the ‘magic formula’
to implement the forces exchanged by the tyre with the ground, another base con-
cept to study the car’s dynamic.
10
Chapter 1. State of the art
Let’s explain quickly the concept of Ackerman steering angle, which it is needed
in the following paragraph. It is the ideal steering angle to perform a curve, the
kinematic one which the car would follow in an ideal condition.
The over/neutral/understeer concept defines the steady state car’s behaviour in a
curve. It is a difficult and very large concept but let’s try to resume to have a little
overview to better understand the concepts that will follow. This definition of the
car’s characteristic depends from the first derivative of the difference between the
actual steering angle and the Ackerman’s one over the lateral acceleration. If it is
greater than zero the car will have an understeering behaviour, if less oversteering,
if equal neutral. In other words, fixed a curve, increasing the speed during the curve
and thus the lateral acceleration, if the requested steering angle increases with re-
spect the ideal one the car is understeering, the tendency of the vehicle will be to
enlarge the curve and to remain stable. If the requested steering angle is the same
of the ideal one than the vehicle is neutral. Last one is the oversteering behaviour,
which happens when the derivative is negative, thus the actual steering angle is less
than the ideal one and decreases increasing the speed along the curve. This means
that the car tries to close the curve independently by the steer. It can be considered
a good effect for the car’s performance, but it can lead to instability very easily,
up to an uncontrolled tailspin. This is the reason why all the car manufacturers
produce understeering vehicles. It is possible to think that the best solution would
be a neutral car, and theoretically it’s true, but there are too many variable factors
which influence the car’s characteristic in curve, as the tyres pressure and the load
distribution, which can lead the car to an unstable behaviour too easily. The only
field where the oversteering behaviour is searched in certain condition is the racing
one because the drivers are skilled and trained to control it.
It is possible to define a so-called understeering coefficient which has the same mean-
ing of the derivative, giving a measure of the change between the steering angle and
the trajectory curvature as function of the lateral acceleration [9]. Many studies on
active controls use this coefficient to find a reference to define the desired behaviour.
The handling diagram is another instrument to quickly understand the car’s steady
state behaviour in curve. It actually gives the same information of the understeering
coefficient but in a more visible way. It is a graph, thus for a trained eye it’s possible
to understand in a moment the car’s dynamic. It is possible to plot it in different
ways. A first one is to represent the lateral force over the side slip angle for each
axle, so that, having the two axle’s characteristics, it is possible to understand the
car’s behaviour. It’s enough to compare the front and the rear side slip angle at the
same lateral force value. If the front one is higher, then the vehicle is understeering,
if the rear one is higher instead the car will be oversteering and if the two values
are the same the vehicle will be neutral. From the handling diagram it is possible
11
1.2. Vehicle’s lateral dynamics
to derive another representation, which gives the same information: the steering
angle over the lateral acceleration. From this it’s evident how usually a car has a
linear behaviour up to a certain lateral acceleration, after which it starts to behave
non-linearly until the maximum lateral acceleration, i.e. its steady-state cornering
limit. As said previously the understeering coefficient is strongly related with the
steering angle along the lateral acceleration, thus this plot is strictly correlated with
it and gives the same information.
As previously said, up to now we have only discussed the steady-state motion of
the vehicle in curve, which is the first one historically studied. However, the re-
sponse of the vehicle to the steering imposed by the driver is the superimposition
of this motion and of the transient one. While to study the steady-state motion we
can study the local stability linearizing the equations around a steady-state point,
obtaining a quite easy and understandable system, the transient motion is more
difficult to study, because it’s very difficult to implement easy equations to describe
it. To study it we need to resolve instants for instants a non-linear set of equations.
We are now studying the global stability of the vehicle which depends on the initial
disturbance. A good method to study it is to use the phase plot implemented by
the two side slip angles (front and rear) to find the so-called domain of attraction,
which is the area representing all the possible initial condition which bring to an
equilibrium point, and thus to global stability. If the initial condition was out of this
area, the vehicle couldn’t reach an equilibria point becoming unstable. The negative
side of this method is that for each combination of speed and steering angle a plot is
needed to have the complete description of the vehicle in all the possible conditions.
After a short technical introduction to better understand the concept of lateral dy-
namic study, it is clear that to implement an active control good results, both in
the transient motion and in the steady state one, are needed. In order to obtain
the maximum performance in curve the transient has to be fast but at the same
time overshoot and setting time need to be minimized. A performance index for
the steady-state motion is instead the maximum lateral acceleration reached in sta-
ble condition, the higher the better. Moreover, a more extended linear zone in the
handling diagram is appreciable. As we will see in the following chapters, there are
some tests to understand the vehicle’s behaviour in both the conditions.
From literature we know that the lateral dynamics are governed by the yaw rate,
strictly related with the lateral acceleration, and the vehicle side slip angle. Early
papers on active rear steering focus on reducing the vehicle side slip angle, more re-
cent papers focus on the controlling the yaw motion. The overshoot in yaw velocity
(“fishtailing”) is undesirable and leads to an increased workload for the driver [7].
From [29] we know that vehicles are likely to become unstable when side-slip angle
is over 12 deg if the road is dry, but if the road is wet, the vehicle will definitely be
12
Chapter 1. State of the art
out of control when the side-slip angle is over 5 deg. Forster noted that vehicles,
including tires and suspensions, must be made to fit for human’s behaviours. Ve-
hicles must be in control even when it has got severely deviated from normal track
[16, 42]. The control themes, which hold practical values, are known to be divided
into two kinds. One considers yaw rate only, such as DSC (Dynamic Stability Con-
trol) system of BMW. The other one takes both yaw rate and side-slip angle into
consideration, such as the VDC (Vehicle Dynamic Control) system of BOSH and the
VSC (Vehicle Stability Control) system of Toyota [61, 1, 2, 21]. From the discussion
above, it is evident that the major point in stabilization control is to identify both
yaw rate and side-slip angle in real-time. In order to design a reasonable controller
which can keep vehicle body always stable, those two parameters must be taken into
consideration simultaneously. Besides, the sensor that used to monitor yaw rate is
very common; however, the sensor which is used to monitor the side-slip angle is
always expensive [28], thus it is usually not present on a normal car and the side
slip angle is normally estimated.
In order to obtain the desired target many strategies and actuation systems have
been developed in literature. In [12] the authors compare three different torque vec-
toring strategies for steady state conditions: constant torque distribution (referred to
as baseline vehicle); torque proportional to the wheel vertical load; torque distribu-
tion which allows achieving the same longitudinal slip ratio on each wheel. However,
they reach the conclusion that a feedforward control in the frequency domain and a
feedback control is necessary, thus they propose another study which implements a
novel algorithm, based on optimal control, for an automated design of TV strategy in
steady-state condition. Always in [12] also the transient motion has been analysed,
comparing three different possible actuations: a differentiation of the wheel torques
within the rear axle (left-to-right torque vectoring technique), an active roll control
system capable of varying the lateral load transfer distribution between the two axles
and a four-wheel-steering (4WS) system. The conclusions of the analysis are that
the in-axle torque vectoring methodology (for the specific case study vehicle) is able
to fully compensate the load transfer and the tyre longitudinal/lateral interaction
effects due to vehicle acceleration/deceleration (a range of +/-2 is considered in the
reference). Also, this method proves to be much more effective in the compensation
than the Active Roll Control system and the 4WS system considered. For the case
study presented here, Active Roll Control is effective only for sideslip angle values
of more than 5° in deceleration and 3° in acceleration. Below this threshold, the
system is unable to compensate the effect of vehicle acceleration/deceleration. In
contrast, the 4WS system can generate the required compensation effect only for
low values of β. The conclusions of this paper are certainly interesting, but this
was only an example of one of the several study on this field. Another interesting
13
1.2. Vehicle’s lateral dynamics
example can be the Mitsubishi four-wheel drive system described in [37]. The au-
thors describe the principles of the Mitsubishi Super-All-Wheel-Control, which is
a direct yaw moment control (DYC) strategy obtained through the distribution of
longitudinal forces and lateral forces among the four tyres. This torque-vectoring
strategy is implemented through the employment of torque-vectoring differentials,
comprising planetary gears and two clutches or brakes, in order to transfer torque
from the left wheel to the right wheel and vice-versa, independently from the loca-
tion of the faster wheel (within limits relating to the differential layout). According
to the Mitsubishi algorithm, depending on the variation of the traction coefficient,
a more balanced distribution of longitudinal and lateral forces between the left and
right wheels can be achieved during cornering.
As previously said, these are only some examples of the possible control implemen-
tations in order to act on the vehicle’s lateral dynamic. During the last years the
best car manufacturers are focusing on developing integrated control systems, imple-
menting on the vehicle more than one actuation system. For instance, one possibility
is to combinate the torque vectoring system with the four-wheel steering one, as we
will discuss later in this thesis. This is really challenging for car manufactures be-
cause it opens to many possibilities, giving the opportunity to control more than one
degree of freedom. Today, premium vehicle manufacturers are taking active systems
a step further as they continuously seek ways to deliver the most enjoyable and
pleasant driving experience. Technology currently under development allows vehicle
handling to be customized around driver’s desires, whether the preference is for a
‘fun-to-drive’ characteristic or a stable predictability. A good opportunity nowadays
is given by the electric vehicles (EVs), especially the all-wheel drive one which have
one motor for each wheel, giving the opportunity to take the precision and the speed
of response of TV at an all-new level. Thanks’ to this, in the future the hope is that
cars will be always more tailored and customized under the driver preference. Al-
ready in the present there are a lot of cars with the possibility of tuning actively
many components in order to obtain different behaviours when whished. For ex-
ample, just to report an ‘extreme’ example, the last version of Ford Focus RS had
available as optional the drift mode, where the torque was mostly delivered at the
rear axle (thanks’ to an active 4WD system based on clutches which could distribute
the torque between all the wheels as desired) and the active control where tuned in
order to let the rear part of the vehicle sliding in a controlled way. However, electric
vehicles seem to be the trend for the future, thus it’s now important to try to develop
new strategies and actuations to implement the control on such vehicles. In the liter-
ature not so much material is present, sign that it’s a quite new and interesting field.
14
Chapter 1. State of the art
1.3 Active control evolution
Safety has always been one of the most important themes in automotive world. To
ensure it many passive systems has been developed during the years. Seatbelts,
airbags, a cleverer chassis design are only some examples, each component of the
car is studied in order to be safe for the passengers. However, from about twenty
years, a huge step has been made introducing the active control on the car.
There are a lot of studies which describe how a normal driver’s experience is limited
largely to drive well within the physical limit of adhesion. In other words, a normal
driver will drive in normal adhesion situation for the 99% of his life, rarely he will
meet a limit situation so he would not be ready and difficulty he could manage
the situation because it’s anti-intuitive. From the article [59] from Bosch, one of
the most involved company in active control, it is possible to read “ Forster [23]
has analysed this situation and set up some important rules. First, the driver can
never recognize the coefficient of friction between the tires and the road and he has
no idea of the vehicle’s lateral stability margin. Second, if the limit of adhesion
is reached the driver is caught by surprise and very often reacts in a wrong way
and usually steers too much. This, he notes, is the real weak point in the system
vehicle driver-environment. Third, in traffic situations the need for the driver to
act thoughtfully has to be minimized. Forster therefore comes to the conclusion
that the concept of the vehicle including the tires and the suspension should very
strongly account for the normal human behaviour. Deviations from normal vehicle
behaviour that are inherent to the vehicle design must be controlled and reduced to
negligible differences”. This explains the area of action of the active safety system,
the limit one, where a normal driver probably wouldn’t be able to control the vehicle.
Simultaneously, the control must act in an intuitive way for the driver in order to
not create panic and thus to not get worst the manoeuvre’s recovery. The first active
control to be introduced was ABS (anti-locking braking system) due to the evident
loss of yaw response of the vehicle to steering inputs during full braking. This can be
explained easily by the combined friction theory: the friction between tyre and road
is limited, if the car is braking a certain quantity of friction is used to generate a
longitudinal force, thus the available one to generate lateral force to curve is less than
expected. If the braking force is too high and the wheel locks, the available lateral
friction is zero, so the vehicle cannot curve even if the driver is steering. This is a
very not intuitive behaviour of the vehicle which can be very dangerous for a normal
driver who doesn’t expect it. If the brake pressure induced by the driver is such
that the wheels lock, then the brake pressure must be reduced to regain steerability.
This is the work of ABS, which is done thanks to electromagnetic valves in the
hydraulic braking system which are able to keep the pressure in the wheel brakes
15
1.3. Active control evolution
below the level induced by the driver. The main goal of this system is to find the
perfect balance between the requested braking force and a good level of handling
performance by generating the right lateral force by steering. The biggest problem
for the ABS algorithm is that some information is not available, so it has to rely
on assumptions on the shape of the friction curve and on the wheel characteristics
during braking and cornering. To address these problem ABS intervention is based
on a measurable quantity, the angular acceleration of each wheel. If one wheel
decelerates too fast the braking pressure is reduced until it accelerates again. The
increase of the pressure is done stepwise in order to reduce the influence of the
transients on the wheel behaviour. Thanks to this it’s possible to maintain the
average slip value around the value which guarantees the best friction coefficient
(typically in the curve friction coefficient-slip there is a maximum for a slip value of
about 20%). The effect of the introduction of this first active control system has been
as effective as the European Union has decided that all new manufactured cars had to
be compulsorily equipped with ABS since July 2006 [34]. A first attempt to develop
a system to manage driving force (TCS, traction control system) was made using the
ABS logic, but it was a failure because of the too high total rotating inertia (with
respect the braking phase, in the driving one the engine and transmission inertia
has to be added), which prevents a significant change in the wheel acceleration, and
because of the non linear engine torque development with respect the wheel speed.
Likely in two wheels driven vehicle (2WD) it is possible to compute the free rolling
speed putting a sensor on the non-driven axle. Therefore it’s possible to calculate
the slip value, the only unknown is the friction curve which depends by the road
surface and the tyre characteristics, but it is usually taken a medium value or in the
more advance controllers it is estimated in order to be more reliable. For a 4WD
(four wheels drive) it is a bit more complicated because there is not the possibility
to compute the free-rolling speed, instead it is estimated by the motor rotation and
the torque distribution. To reduce the slip of a wheel there are several methods,
like reducing the fuel injection or the spark advance, which vary from constructor to
constructor, but we will not see them in detail because it’s not the aim of this thesis.
In order to improve the stability of the vehicle the studies have then moved on the
lateral dynamics behaviour. Driver assistance devices for vehicle dynamics primarily
produce a compensating torque for yaw disturbances. Such control systems can react
faster and more accurately than the driver when an unexpected deviation from the
desired yaw rate occurs. These studies bring quickly to the ESP (electronic stability
program), which is a feedback control to guarantee stability. Even if, especially in
the first versions, it usually takes as reference the yaw rate, its main task is to limit
the side slip angle of the vehicle in order to prevent unwanted spin. The first aim
is the stability and the safety, but also the handling performance of the car can
16
Chapter 1. State of the art
be improved if the dependence between the steering and the yaw moment can be
controlled. In order to implement it starting from the ABS and TCS equipment,
four additional sensors are needed: steering wheel angle, brake pressure, yaw rate
and lateral acceleration [59]. The controller gets as inputs the steering angle, the
requested drive and braking torque, which are the driver inputs. ESP can control
the yaw moment on the car by controlling the value of the slip at each wheel. This
can be done in different ways depending on the technology of each car, it is possible
to be done only with the braking system but there are also other systems like active
differential which are more advanced and more expensive. We will talk about them
later. The first car with ESP system was the Mercedes class S in 1995, and from
that moment experts estimate that the system has avoided about 200000 incidents
saving more than 6000 people. Due to the effectiveness of the ESP and limited
implementation cost (as long as for a base system only little additional hardware
components are needed) it is compulsory by law in Australia and United States from
2011 [34] and in Europe from 2014 [EU]. During the last twenty years technology,
especially in electronic and mechatronic areas, has made big steps introducing new
active systems which act on the yaw rate control as well as ESP. Some examples are
the active front steering (AFS), the four wheels steering (4WS), the variable torque
distribution (VTD) or the different braking (DB) [19]. Generally, all these systems
work on the stability of the vehicle, thus it is possible to refer to them as vehicle
stability control (VSC). Actually the adopted controls can be divided in two main
categories, the torque vectoring (TV), which can be made by the different usage
of the brakes, by active or self-locking differentials or by electric motors in special
electric vehicles, and the category which concerns the steering, with the control that
acts or on the front steer (AFS) modifying the steer imposed by the driver to obtain
a better response, or on the rear steer (4WS) to virtually modify the wheelbase
of the vehicle to obtain the desired behaviour in curve. We can refer to all these
controls as direct yaw-moment control (DYC) because they all produce an action on
the yaw motion of the vehicle, which is the fundamental one during curve. DYC is
proved to be one of the most promising means of chassis controls, which is able to
enhance the vehicle handling performance and, in the meantime, to improve a lot the
active safety. In literature it is possible to find many types of controls, as classical
proportional-integral-derivative (PID), fuzzy logic, optimal control and others under
investigation [14]. During the last years many studies are discussing the possibility of
integrating the yaw rate control with the ‘Beta-method’, which controls also the side
slip angle of the vehicle. This seems to be effective to enhance both the performance,
dominated more by the yaw rate control, and the safety at limit condition, which is
guaranteed by the side slip angle control. [12, 29]. In terms of performance, active
controls have proved to increase it, further to improve a lot the safety. However, a
17
1.4. Integrated control for road vehicles
control needs a reference to follow, and it is not simple to produce a reliable yaw
rate reference because the control couldn’t go over the vehicle’s handling limits, thus
sometimes the intent of the driver is physically not reachable. The second challenge,
as previously mentioned, is to create a control which is not invasive for the driver
and which makes driving easier. Nowadays the main challenge is to coordinate and
to integrate the several active controls which are present on the vehicle (usually
both TV and steering controls) so that they improve the overall control. A bad
coordination can produce a negative effect, with more controls which work worst
than only one, making the technology useless. Many studies are investigating this
field, with some of them focused on the use of electric motors due to the increasing
diffusion of the electric vehicles on the market, which seems the trend of the next
years. This type of vehicle presents interesting opportunities to re-design the active
control based on their technology.
1.4 Integrated control for road vehicles
The integration between different actuations and control strategies is one of the
most important field of study of the last years in the automotive world due to the
interesting improvements that these more complex systems aim to reach. In fact,
two or more systems which work together in the right way should guarantee a better
result than only one system. A Very good resume of this argument has been done
by the authors of [58], from which the concepts of this paragraph are taken.
Let’s start defining two important terms. The hardware of a control system is
the physical system, which covers things like sensors, actuators, power electronics,
switches and micro-processor. The hardware of modern cars is becoming very com-
plex with a lot of components, it’s easy to have 30-50 microprocessors on a single
vehicle [5], rather than many others bigger components. We are not interested in
the physical location of them because it tells relatively little about the design of the
functional control structure. We are interested in the architecture, which is defined
in [58] as “ an abstraction of the pattern (or topology) of how sensor information and
control commands interact between various control sub-systems and components ”, in
other words it’s intended as a comprehensive representation of the global Integrated
Vehicle Control System (IVCS) structure, both in its operation and its design.
The most intuitive architecture is the one called parallel, which has been used in the
past to control independently different vehicle’s functions. This means that control
hardware can be grouped into discrete subsets, with sensor information and control
demands operating in parallel processes and with no possible ambiguity or conflict
over the responses demanded of the actuators. This type of architecture has natu-
rally arisen, as different controlled sub-systems are developed and manufactured by
18
Chapter 1. State of the art
different supplier companies, or by different groups within a vehicle manufacturer.
The main problem is that the subsystems don’t communicate one each other and,
being the number of relevant degrees of freedom in a car very limited, it’s inevitable
that the subsystems interact in a wrong way, and performance conflicts arise. For ex-
ample, the use of single-wheel braking to reduce oversteer or understeer will certainly
conflict with the requirement for traction under forward acceleration [58]. Another
negative issue of this architecture is that probably many systems are overnumbered,
maybe there are two systems which could use the same hardware but, being manu-
factured and mounted distinctly, they are not. The foremost concerns are to do with
reducing complexity, improving performance and removing unnecessary and costly
duplication of hardware. Gordon et al. suggest that in the development of an IVCS
the aim is to combine and supervise all controllable subsystems affecting vehicle dy-
namic response to improve multiple-objective performance from available actuators,
reduce complexity, improve safety and comfort, reduce system costs by avoiding
unnecessary duplication and improve flexibility. The latter is another key-point of
integrated control, highlighted by Wills et al. [60] who talk about the importance of
openness, which refers to the need for the overall system to be sufficiently open to
allow an integration with other systems. It is fundamental for a modular approach,
which is always more needed in the modern automotive world. In fact, a car man-
ufacturer could build more than one type of vehicle, and for each type could have
different versions with different controls, from the cheapest one with only the basic
control, to the most advanced with many types of controls. It is fundamental, to
manage this big variety of possibilities, to design modular subsystems which can be
added and controlled always by the same software.
Tanaka et al. in [56] present a schematic figure (Fig.1.3) to indicate the domain of
operation of some typical vehicle control system, and the areas where system inte-
gration are likely to be beneficial.
This diagram underlines the possibility, thanks’ to integrated control, to enlarge and
smooth out the dynamic response of the vehicle. One of the first car manufacturer to
study this problem was Toyota, already in 1993 Hirano et al. [22] implement a four
wheel steer/four wheel drive (4WS/4WD) controller via feedforward and feedback
compensators designed using multivariable H∞ methods. Authors report improved
vehicle stability on slippery surfaces and an improved steering response. Thought
only 4WS/4WD were explicitly integrated within the control algorithm, in this paper
it’s interesting to notice that the experimental vehicle employs Local Area Network
(LAN) communications to link a central control unit to a distributed set of five con-
trol units for, further of 4WS and 4WD, ABS, engine control and electronic throttle.
Thus, it was a first attempt of fully integrated control, which guarantees also a basic
level of safety. In fact, in case of a failure of the LAN or of a local control, the
19
1.5. Lateral dynamic control’s actuators
Figure 1.3: Integrated contol and g-g diagram [56]
remaining local control units could guarantee a good level of functionality. Gordon
et al. note, however, that this architecture is not explicitly reflected in the controller
design methodology. They report that, given the consistent performance improve-
ment possibility given by integrated control, several authors have approached the
design of it via full-vehicle reference model. From [58] “ Examples include model
matched-control using a model, robust H2 and H1 design methods, and nonlinear
predictive control. [. . . ] Other authors have employed standard techniques such as
direct output feedback methods (single-loop analogue or discrete-time compensators,
sliding mode control, model reference, fuzzy logic and Artificial Neural Networks.
Two particularly common formal control methods, both essentially based on linear
systems are those of robust H2 and H1 control and optimal control.”
It is now very clear the importance to develop an integrated control system, es-
pecially in the new vehicles, where always more control systems are applied and
coexist.
1.5 Lateral dynamic control’s actuators
In the previous chapters we have discussed of the several ways to control the lateral
dynamic of the vehicle, in this one the physical mechanisms and solutions which allow
the control are presented. There are two main ways to act on the yaw motion: torque
vectoring and steering control (both front and rear). The TV systems generates a
yaw moment thanks to the uneven distribution of torque between the right and
the left side of the vehicle. There are three main actuation systems to reach this:
20
Chapter 1. State of the art
independent brakes [55, 43, 47], active differential [20, 57], independent electric
motors [12, 29, 49, 10]. The active steering control acts directly on the lateral force
generated by the tyres, changing actively the steering angle of the wheels, in fact the
lateral force depends directly by the side slip angle which is highly influenced by the
steering angle. It is possible to act actively on the front axle (front active steering
– FAS), on the rear one (rear wheel steering – RWS) or on both axles obtaining an
active four-wheels steer (4WS) vehicle [3, 39, 52, 24, 13].
1.5.1 Brake Torque Vectoring system (BTV)
The simplest and cheapest method to implement TV is the usage of independently
brakes. Thanks to them it’s possible to create a yaw moment differentiating the
braking. Compared to a passive or semi-active differential, this mechanism can be
created independently from loading and adherence on the ground. This implies that,
during a turn, the system has the ability not only to transfer all the driving torque to
the external wheel and maintain the internal one in free rolling condition but also to
further amplify the yaw moment by creating a negative traction force on the internal
wheel and increasing the driving torque on the external one [43]. It is simple and
cheap because independent brakes are already present in all the cars thanks to ABS
system. It is not a case that the first company to study and introduce the TV system
was Bosch, which is the one which first implements also ABS, to implement the ESP
system. The latter, as previously written, has been recognized as one of the most
important step-forward in active safety on vehicles. The active differential braking,
further to improve stability, can be designed also to correct even small variations in
the yaw rate which might not cause loss of stability but compromise lane keeping
[47]. Differential braking has been proved to be very effective in stability recovery
at the price of perturbing the longitudinal vehicle dynamics, and possibly causing
undesired longitudinal decelerations [55, 43]. This last concept is explained by the
dissipation of energy caused by the braking, in fact to create the requested yaw
moment at least one wheel needs to be brake causing a dissipation of the energy
supplied by the motor or by the engine. Usually the main focus of BTV is the
global enhancement of the vehicle performance, so it acts also on the throttle valve
to avoid the speed reduction associated with brake actuation [43]. This is the main
weakness of this system because in order to reach the top performance the vehicle
need to dissipate as little power as possible, in fact, at engine limit condition, it
couldn’t be able to compensate the loss of power generate by BTV.
21
1.5. Lateral dynamic control’s actuators
1.5.2 Active differential
Differential mechanism is present on road vehicle almost since the beginning in order
to turn without an evident slip due to the different curve radius of the inner and
outer wheel. This mechanism works in a good way in normal condition but not in
particular ones, as friction split between the right and left wheel or limit condition
of adherence in a curve at high speed. In order to resolve these issues, during the
years more evolved types of differential were introduced, under the name of self-
locking differential, which could transfer the torque to the slower wheel thanks to
power dissipation through clutches. These mechanisms work in a good way but
are not suitable to fully control the yaw motion, in fact in order to obtain the
desired yaw moment the system must be capable to split the torque between the two
wheels no matter which is faster. Here comes in the active differential, introduced
to reach this aim. The latter is able, further to dissipate power, to introduce it
on the axle giving the opportunity to split the power of the motor in the desired
wheel, also in the faster one. Active differentials are found to be able to offer very
similar performance to both their ideal counterpart and to the brake-based system.
They can also deliver this performance with a fraction of the energy loss that is
observed in the brakes, thus making active differentials a viable proposition for
applying continuous yaw control below the limits of adhesion [20]. An example of
car manufacturer which has implemented this system is Audi, which describes its
sport differential as the state-of-the-art of the rear differentials. Its system relies
on a superposition gear which comprises two sun gears and an internal gear was
mounted on the left and the right of a conventional rear differential. Audi states
that it turns 10% faster than the drive shaft. A multi-plate clutch in an oil bath and
operated by an electrohydraulic actuator provides the power connection between
the shaft and the superposition gear. When the clutch closes, it steplessly forces
the higher speed of the superposition stage on the gear. Being forced to turn faster
results in the additional torque required being drawn off from the opposing wheel
on the inside of the curve via the differential. In this way nearly all of the torque
can be directed to one wheel. The maximum difference between the wheels is 1,800
Nm. The sport differential is just as effective while coasting as it is under load. It
is electronically controlled and reacts within a few hundredths of a second. Audi
developed the software itself. The controller quickly and constantly recalculates
the ideal distribution of the forces for each driving situation as a function of the
steering angle, yaw angle, lateral acceleration, speed and other information. Vehicles
with conventional axle drives tend to understeer in fast corners. With the sport
differential, it is like riding on rails. When turning into or accelerating in a curve,
the majority of the torque is directed to the outside wheel, pushing the car into the
curve. The system thus nips any tendency toward oversteer or understeer in the bud
22
Chapter 1. State of the art
[57]. It is now clear that active differential could do a big difference with respect a
normal differential system. It is the smartest and useful instrument to implement
torque vectoring on a classic vehicle with internal combustion engine or with only
one electric motor for axle (as will be described in the next chapter the situation
changes if there is one motor for wheel). The counter side of this system is that it’s
complex, it requires a lot of new mechanical components, and this means two main
problems: cost and weight. The latter is fundamental to consider because a heavier
vehicle means more consumption, more emission and less performance (mainly for
the lower power/weight ratio). The question is if the car needs this system because,
for example, it’s quite useless in a car with low performance and designed for comfort.
On the other hand, there is the cost of the system which preclude this technology
only to premium cars. Usually premium cars are the most performing ones on the
market, thus it’s normal to see active differential only on them. Examples are the M
series (performance line cars) of Bmw, Ferrari F430, Mitsubishi Lancer Evolution,
Lexus RC F and GS F.
1.5.3 Indipendent electric motors
Electrification of vehicles is now a widespread topic and it’s quite clear that in the
future they will be always more diffused, probably up to replace ICE ones. Electric
vehicles first were born with a traditional drivetrain layout, with the electric motor
placed like in classical vehicle upstream of the drive axle. Nowadays another layout
is under studies thanks to always more compact and lightweight motors: one motor
for each wheel of the drive shaft. This allows to not use the differential. Current
electric vehicle research is investigating different powertrain configurations, consti-
tuted by one, two, three or four electric motors with different performance in terms
of vehicle dynamic behaviour and energy saving targets [12]. The motor can be
directly into the wheel or on the half shaft. The first layout is more compact and
leave more space for others function, as more space on board for passengers, but
introduces a lot of weight and inertia in each wheel, worsening the comfort and the
handling due to the higher non-sprunged mass. Putting the motors on the half-shaft
gives the opposite effect. From a controller point of view, they are almost the same
things. This layout introduces a significant step forward in the yaw rate control,
in fact with one motor for wheel it is possible to give different torque creating the
torque vectoring effect. According to Bosch [49] road holding is improved by the
way these motors are connected, which lets them brake and accelerate the wheels
individually. This function could eventually enhance sports cars’ cornering, even in
borderline skid situations, as well as making it easier to handle SUVs on challeng-
ing terrain. The performance of in-wheel motor electric vehicle is likely to perform
better compared with that of classical vehicles once a good control system is in-
23
1.5. Lateral dynamic control’s actuators
vented. Energy from kinetic of electric vehicle can be recovered by motors during
braking process, which is a remarkable feature of great use and of great value in
the future. The torque of the motor can be unleashed immediately and accurately
[29]. LiQuiang Jin et al. underlines also how electric vehicles driven by in-wheel
motors present to us a practical way of designing an EV with its cost reduced. In
addition, this system is considered to be the universal driving platform of vehicles
including EV, HEV, and FCEV. It is the evolution trend of the new generation
electric vehicle driving systems. Many novel models have been promoted into the
market by famous automotive manufacturers such as Mitsubishi, Honda, Ford, GM,
and Volvo [29]. Also, Malcolm Burgess of Lotus engineering, after a study on this
[10], affirms that ‘torque vectoring using this approach has the potential to greatly
improve response and stability, with the tuning of the control model enable vehicle
behaviour to meet driver expectations. Not only can future electric vehicles have
clear environmental advantages, but with the torque vectoring their drive systems
allow, they can potentially be both safer and fun to drive.
To summarize the two main advantages of this system with respect a classical so-
lution are: lower cost due to less component and a better dynamic thanks to the
motors precision in realising toque.
1.5.4 Active steering
Active steering is an alternative way to influence the yaw dynamic. The first studies
on the argument where only on the front axle (active front steering AFS) for obvious
reason, then also the rear wheel steer was introduced (RWS) which needs additional
components on the rear axle to allow the steer.
Active steering system has been studied for a very long time, already 50 years ago
Kasselmann and Keranen [39] designed an active control system using a gyroscope
and a proportional feedback control system to generate an additive steering input,
but it was too early for the time so we have never seen this system applied on a real
car.
One of the pioneers of front active steering was Professor Ackermann, who identifies
two main field of work of this system. One of them focuses on the attenuation of yaw
disturbances on the vehicle and the other aims at rollover avoidance. Ackermann
et al in [3] compare the system with the independent brake system to understand
which is better to create a yaw moment. They conclude that steering requires only
one fourth of the front wheel tire force compared to asymmetric braking of the front
wheels. A further advantage of steering for generating a corrective torque is that
it allows for a compensation of torques caused by asymmetric braking. The con-
tinuous operation of the active steering system yields additional advantages over
an emergency braking system, regarding comfort (e.g. under conditions of gust y
24
Chapter 1. State of the art
wind, trailer pulling, and road irregularities) and safety (no discontinuity of vehicle
dynamics in critical driving situations). Besides, keeping the active brake system on,
the combination of braking and steering allows a torque balance [3]. Ackermann has
studied also rollover protection system, explaining that the most intuitive way to
solve it is to use active suspension to apply active counter roll inclination of the roll
body towards the inner side of the curve. However, under a strict energy limitation
a combined steering and decelerating action is much more efficient. Steering has
an immediate effect on the roll dynamics, while deceleration involves more delay.
A steering/braking control system allows larger obstacle avoidance manoeuvres and
supports the driver in case of emergency, i.e. when the vehicle is close to rollover.
Many control laws are proposed and implemented on cars such as BMW 5 Series
models, or on steer by wire prototypes in which the conventional steering elements
are replaced by two electrical actuators which are positioned in the front corners of
the vehicle and turn the front wheels [52]. The main disadvantage of AFS is the
driver feeling on the steer. With a system like this the steering command by driver
is not directly correlated with the effective steering angle and this can cause pain
during the driving and a negative feeling which makes the car less comfortable. The
solution is to implement a control system which follows the driver command and, if a
correction is needed, acts softly not moving too far from the driver request. In such
a way the driver feeling will be to drive better than he actually is doing. Obviously,
if it is a system taught for safety and stability, in limit condition it should act in
anyway possible to recover the instability.
To avoid the discomfort feeling to the driver another solution has been implemented:
the active steer at the rear axle (RWS/4WS). Since the 1980’s active rear wheel
steering has caught the attention of the vehicle industry and research institutions.
Controlling the steering angle of the rear wheels can improve a vehicle’s handling
characteristics and ultimately increase vehicle safety. By steering both the front and
rear wheels at the same time the lateral acceleration can be built up more quickly
and the side slip angle of the vehicle body is reduced. Another possible advantage
is a reduction of the yaw oscillations during transient manoeuvres and the stability
of the vehicle is improved. Also, during low speed driving the turning radius of a
vehicle can be reduced by steering the front and rear wheels in the opposite direction
[24]. Several cars on the market use four-wheel steer steering (4WS) technologies.
In the first generation (Honda) of rear steering vehicles, the front wheels steering
angle is transmitted to the rear wheels mechanically by a shaft; in this case the
control law is given by a proportional law with respect the front steering angle. In
active rear steering systems, a proportional feedback control with respect the yaw
rate measurement has been proposed too, with the law depending on the vehicle
speed. The rear wheels are steered, at low speed, in the opposite direction to the
25
1.5. Lateral dynamic control’s actuators
front wheels (out of phase) to improve manoeuvrability for instance during parking.
At high speed, the rear wheels are steered in the same direction as the front wheels
to improve stability. Also Mazda uses a feed-forward system that steers the rear
wheels like the Honda 4WS but the steering ratio depends on vehicle speed while
Nissan uses a feedback control depending on the front wheel aligning torque and the
vehicle speed to set the maximum rear steering angle [52]. Mainly due to increased
mechanical complexity, these solutions are not spread in commercial light vehicles,
however the advantages of the rear steering action have been emphasized in the
yaw control case with avoidance manoeuvre. Moving from a nominal condition (i.e.
high grip road surface) to a more critical one (i.e. icy road) the rear steering action
becomes more relevant. It could be further emphasized in harder driving situations
like braking and avoidance manoeuvre in a curve at high speed [13]. When using a
rear steering the control bandwidth of the actuation needs to be sufficient to control
the vehicle and it needs to be a safe-fault device. This means that, in case of failure
of the system, it must be deactivated bringing the vehicle again to a classic front
wheel steering car.
Marino et al. [52] assert that active front and rear steering control provides higher
controllability, enlarged bandwidth for the yaw rate dynamics, suppressed reso-
nances, more stable cornering manoeuvres and enlarged stability regions. The con-
trol law can be tuned in order to prevent the uncontrolled vehicle oscillations for
the speed range of interest. The bandwidth of the closed loop car is increased with
respect to the open loop system. A combination of AFS and RWS systems provides
a four-wheel steering system that permit to further improve stability and perfor-
mances.
1.5.5 Literature review on steering systems actuation
In this thesis a rear wheel steering system is designed in cap3, thus it is interesting
to have an overview of the components of a steering system and of the possible
actuation. Let’s start by describing the components, as represented in 1.4 (reported
the front steering to also show the steering wheel):
Steering wheel: it’s simply the crown that the driver uses as input for the
steering system. It is used to control the front steering, in fact the rotation of
the front wheels is directly connected with it by the kinematic of the steering
chain. It can be also connected with the rear steering, whether physically
connected or wired.
Steering column: it transmits the rotation of the steering wheel to the steering
gearbox. It is usually composed by two or three parts connected by U-joints
for two reasons: firstly, to adapt to the available space and to the wanted
26
Chapter 1. State of the art
steering wheel inclination, secondly, and most important, for safety reason. It
is in fact less probable that the steering column, in case of frontal impact, will
hit the driver.
Steering gearbox: it has two scopes. It converts the rotational movement of
the steering columns in the linear one of the tie rods. Then it deals with the
demultiplication of the torque required at the steering wheel. The steering
gearbox is usually configured as a rack and pinion gearbox.
Tie rods: they transfer the motion of the rack to the wheels’ hubs. In order
to design them it is important to consider that they must resist to the forces
generated by the wheels.
Figure 1.4: Front steering chain
Other components could be added to the classic steering chain in order to imple-
ment the power steering. The latter it’s nowadays present in all the road vehicles,
its basic scope is to reduce the torque needed by the driver to rotate the steering
wheel. I is worth noting that the same system could be used also to implement
active steering.
This system was firstly implemented by using a hydraulic actuator (Hydraulic power
steering – HPS), typically directly mounted on the rack housing. In this type of sys-
tem the fluid pressure normally comes by a rotary pump driven by the engine. The
27
1.5. Lateral dynamic control’s actuators
actuator is controlled by the steering wheel: when the driver applies a torque on
the command wheel, a valve is opened that allows the flow of the pressurized fluid
to the cylinder. The higher the driver torque, the more the valve opening and then
the larger the force supplied by the power assist system [17]. The main problem of
this system is the possible leaks and the many parts needed. To avoid them during
the years companies gradually switch to the newer electric power steering (EPS),
which is more compact, reactive and manageable. This system adopts an electric
motor to introduce assist torque in the steering chain. It could be connected on the
rack housing (Fig. 1.5) through a worm gear and a pinion acting on the rack, or
directly on the column (Fig. 1.6), again by a worm gear. To implement this system
some sensors are needed to read the steering position and the torque applied by the
driver. With this information a control unit could give the right power input to the
electric motor.
The EPS system is very useful also to implement the active wheel steering because
Figure 1.5: EPS mounted on the steering rack [17]
the system is the same, the only thing to change is the ECU program which, instead
of giving an assist torque, communicates to the motor the information of the control
system (obviously in this case the steering wheel must be not physically connected,
it will be a steer by wire). Since the birth of active rear steering an electric motor
is used, thanks to the ease of control it, and the possibility to adapt the already
existent EPS systems.
28
Chapter 1. State of the art
Figure 1.6: EPS mounted on the steering column [17]
1.6 Active control logics
Linking with the quote at the end of the 1.4, several control techniques are available
in literature and almost all methods, classical and modern, have been applied for
controlling vehicle handling characteristics. In [53], [52], [12] and [43] some of the
simplest approach are presented. PID controls are based on the idea of generating
a yaw moment proportional to the error between the actual state and a reference.
Khalid El Rifai [53] uses an adaptive PID control based on the theory of adap-
tive interaction and an approximation of the Frechet tuning algorithm. The three
gains of the control terms (Ki, Kd and Kp) are updated as function of the yaw rate
errors, being the control focused on that. This structure allows for coupled adap-
tation of the PID gains and further design flexibility. Other authors [29],[55],[41]
and[63] use sliding mode techniques. In [63] Liang at al. propose a combination
of torque vectoring and rear-wheel steering in order to stabilize an off-road vehicle.
Composite controllers were designed to approach an ideal reference model taking in
consideration the longitudinal slips and gravity component effects, two parameters
which really affect the dynamics of a vehicle on soft and slope terrain as in off-road.
Etienne et al. [41] use a super-twisting algorithm, particularly adapt to deal with
the non-linearities of the system and robust against parameter variations. Particu-
larly challenging is the transient response where some difficulties could arise, mainly
due to the impossibility to estimate correctly and/or instantaneously the cornering
stiffness and the friction coefficient between tyre and road. A correct choice of the
gains and of the parameters used in the filter to smooth the signal is fundamental.
29
1.6. Active control logics
Simplicity and ability in controlling non-linearities of the system are the ground-
work of fuzzy-logic controllers [4], [31], [6] and [33]. In [6] the authors base their
strategy on the generation of a suitable yaw moment to make the vehicle follows the
target values of yaw rate and sideslip angle, resulting in a controller able to adapt
to different driving conditions such as driving manoeuvres, initial speeds and road
surfaces. Park at al. [33] use a turning stability index to examine the stability of the
vehicle while turning, minimizing the intervention and so the deceleration in order
to increase also the efficiency. Fuzzy logic has been proposed to solve the problems
of various logic which judged only the existing true and false, and it can output var-
ious values between 0 and 1. It is employed to handle the concept of partial truth,
where the truth value may range between completely true and completely false. The
main limitation of this kind of control is that it is a knowledge-based control, which
required enough data to be set up. Hierarchical controls are control with a struc-
ture organized in different layers. Generally, they are divided in three separated
levels, the so-called high-level controller, the mid-level controller and the low-level
controller. Typically used in DYC, the first one usually generates the reference yaw
moment for the mid-level controller, which distributes the torque demands among
the available actuators. The activation of each individual component is entrusted
to the low-level controller. Ono et al. [15] describes a four-wheels steering and four-
wheels traction/braking systems based on friction circle of each wheel. The first
layer calculates target force and the moment of the vehicle to achieve a desirable
vehicle motion corresponding to the driver pedal input and steering wheel angle. In
the second layer the desired force and yaw moment of the vehicle are distributed to
the target tyre forces of each wheel. The last layer actuated each wheel to achieve
the target tyre forces. Li et al. [45] use a Linear Quadratic Regulator with feedback
and feedforward to guarantee the stability of the vehicle and decrease the control
delay. Thanks to the increasingly growing computational power available on board
the vehicles, multi-objectives real time optimal control is under investigation. Model
Predictive Control (MPC) is an interesting option for controlling constrained multi-
actuated system. Every time it recomputes the new required trajectory under a
finite time horizon according to the new available information, predicting the fu-
ture system evolution to be able to select the best control action with respect to
a specified performance criterion. The main advantage of MPC is the capability
to coordinate several constrained actuators to achieve multiple goals defined by the
performance criterion. The challenging problem is achieving the optimal balance
between computational cost and complexity of the model. The definition of the
prevision length and the time discretization is fundamental in fast system dynamics
as in vehicles, to operate in real-time.
After all these examples it is clear that over the years many different proposals have
30
Chapter 1. State of the art
been adopted and tested, even if only few of them were actually applied in the real
word. The challenge, in this large possibility of choice, is to choose wisely the most
suitable control for the required application.
1.7 Sliding mode control
The sliding mode control (SMC) has been developed since 1950s and is recognized
as one of the most promising techniques for robust control. The principle of SMC is
to constrain the system trajectories to reach in finite time and remain on a sliding
surface (see (Fig.1.7)) [18]. During the last two decades since the publication of
Figure 1.7: sliding mode principle [18]
the survey paper in the IEEE transactions ons automatic control in 1977, signifi-
cant interest on variable structure systems (VSS) and sliding mode control (SMC)
has been generated in the control research community worldwide. One of the most
intriguing aspects of sliding mode is the discontinuous nature of the control ac-
tion whose primary function of each of the feedback channels is to switch between
two distinctively different system structures (or components) such that a new type
of system motion, called sliding mode, exists in a manifold. This peculiar system
characteristic is claimed to result in superb system performance which includes in-
sensitivity to parameter variations, and complete rejection of disturbances [36]. The
main problem of sliding mode is the chattering one, which is a phenomenon of finite
frequency, finite-amplitude oscillations appearing in many implementations. These
oscillations are caused by the high frequency switching of a sliding mode controller
exciting unmodeled dynamics in the closed loop. Unmodeled dynamics may be those
of sensors and actuators neglected in the principal modelling process since they are
generally significantly faster than the main system dynamics. However, since ideal
sliding mode systems are infinitely fast, all system dynamics should be considered
in the control design [26]. Guldner and Utkin in their work affirm that, however,
chattering problem can be solved with proper treatments. In particular, they pro-
pose four solutions: the boundary layer solution, the observer-based one, the regular
31
1.7. Sliding mode control
form one and the disturbance rejection. The first one is the most known and ap-
plied, typically in the sliding mode output formulation there is the sign function in
order to change the control action according to the control variable sign. This can
cause the chattering problem due to its intrinsic discontinuity. The proposed solu-
tion is to use the saturation function to smooth the sign change. It’s very simple,
it really consists in putting sat instead of sign in the control law and it is quite
useful to solve the problem, especially in simple systems. However, this solution has
a limit, it solves the discontinuity problem of the basic sliding mode, but it doesn’t
take into account the discontinuities which are inherent to the system. One possible
solution is the second one proposed, where an asymptotic observer in the control
loop can eliminate chattering despite discontinuous control laws. The key idea, as
proposed by [Bondarev et al. 1985], is to generate ideal sliding mode in an auxiliary
observer loop rather than in the main control loop. Ideal sliding mode is possible
in the observer loop since it is entirely generated in the control software and thus
does not contain any unmodeled dynamics. The main loop follows the observer loop
according to the observer dynamics. Despite applying a discontinuous control signal
with switching action to the plant, no chattering occurs and the system behaves as
if an equivalent continuous u(t)eq control was applied [26]. Both the previous solu-
tions assume that the unmodeled dynamics are completely unknown but in practical
applications sometimes it’s possible to have some information about them, even if
partially, and it worth trying to include them into the controller. Since the actuator
dynamics and the plant dynamics are block separated, i.e. the output(s) of the ac-
tuator(s) are the input(s) of the plant, a cascaded control structure can be designed
following the regular form approach or the block control principle. The last solution
proposed by Guldner et Al can be included in another recognized proposal to avoid
chattering. Integral and higher order sliding mode. In [46] Canale et Al propose
a second order sliding mode to control the yaw motion of a vehicle. Conventional
sliding mode already guarantees the robustness features suitable to deal with the
uncertainty sources and disturbances typical of automotive applications. Yet, con-
ventional sliding mode control laws produce discontinuous control inputs which can
generate high-frequency chattering, with the consequent excessive mechanical wear
and passengers’ discomfort. In contrast, SOSM controllers generate continuous con-
trol actions, since the discontinuity necessary to enforce a sliding mode is confined
to the derivative of the control signal, while the control signal itself is continuous.
Apart from the robustness features against possible disturbances and parameter
variations affecting the vehicle model, the sliding mode control methodology has
the advantage of producing low complexity control laws compared to other robust
control approaches [46].
32
Chapter 1. State of the art
1.8 Fuzzy logic control
L.A. Zadeh realized first the Fuzzy theory in 1965, as reported by Krishna et al. [50].
The idea was born in order to achieve easy and efficient controlling mechanism rather
than precision, the most important aspect according to classical control. Fuzzy logic
control (FLC) has been designed to be able to manage value of information which is
neither definitely true or false, a common area that has to be stored, analyzed and
used to classify the data and obtain a solution through an optimum management
of the them. The most intelligent fit of the data lets to operate even with external
disturbances, relying on the common sense of competent operator. Controller oper-
ative part is base on linguistic rules, series of “If -then” rules which allow the Fuzzy
logic to be applied on a variety of system, not necessarily fully determined. On the
contrary, if it is fine-tuned through optimization tools as genetic algorithm, even
poorly defined system can be managed by the Fuzzy logic. FLC are more robust
rather than classical control, because it can accept and manage a larger variety of
inputs and also for its already mentioned disturbance insensibility property, all of
this avoids having to idealized or linearized systems to be accepted by the fuzzy
logic. An input phase, an analysis phase and an output phase compose a fuzzy
controller, a structure which similarly represent its management of the information,
which are acquired, classified and “best guess” according to them. Membership
functions, or “fuzzy sets”, map the input or sensors signals at the first stage, “fuzzi-
fication” is the name of this translation process from data to fuzzy value. “The
membership function is the graphical representation of the degree of belonging of
an element to the fuzzy set.” The most important parameter of the membership
function is the number and the distribution of curves used to analyze input and
quantify the output, less important is the shape, which triangular in most of the
cases, but it could be algo trapezoidal, gaussian or custom in particular application.
Complexity and computational effort increase with the number of the curves and
according to arrangement, time delay is the natural consequence. The quantity of
membership function present in the control has to defined in order to achieve the
required level of reactivity and efficiency of the system. Fuzzy rules definition rep-
resents the most important aspect of the second stage of the Fuzzy logic. Inputs,
knows as “antecedents”, are combined using fuzzy operators, such as AND, OR and
NOT, to obtain the fuzzy sets (summarily AND simply uses the minimum weight of
all antecedents, while OR uses the maximum value, NOT give the complementary
function). The fuzzy inference represents the processing stage, which distinguished
in two methods , the Mamdani and Sugeno. As reported by Izquierdo at al. [25], the
ability to imitate the human decision capacity to control certain industrial systems
is the idea to the base of the Mamdani systems. The numerical output computation
33
1.8. Fuzzy logic control
follows these phases: the degree of consistency between observations (input, ex. “x”)
and antecedents (it is the association of a input variable to is membership function,
ex.“x is A” which correspond to “pressure is high”) of each rule is calculated. In
this passage it’s simply calculated the degree µAk(x) of the membership function
associated to each antecedent, typically with a value between zero and one. The
result of this step is a number µAk(x) for each rule “IF x is Ak THEN y is Bk”.
Then the fuzzy sets of the consequent are defined for each rule (it’s the same of the
antecedent but for the output, in this example “y is B”).
µoutputk|x(y) = min(µBk(y), µAk(x)) (1.1)
Subsequently all the fuzzy sets are aggregated to provide one single fuzzy set:
(Fx, jk, Fy, jk), resistant forces (Fres), steering angles (δf , δr) and the vehicle state
(V x, V y, ψ) have been determined, the system can be solved and the equations of
motion of the vehicle can be numerically integrated in time.
Finally the side slip angle (β), a crucial variable in the vehicle stability study, can
be defined as function of the longitudinal and lateral speeds (2.5).
β = arctanVyVx
(2.5)
The side slip angle is defined positive counter-clockwise.
Table 2.1: Vehicle physical data.
description symbol value units
mass m 346 [Kg]
yaw moment of inertia Jzc 116.57 [Kg m2]
front wheel base Lf 0.756 [m]
rear wheel base Lr 0.920 [m]
front semi-track cf 0.625 [m]
rear semi-track cr 0.600 [m]
c.o.g. height hG 0.246 [m]
43
2.2. Wheels model
Fx
TJΩ
FrRw
VΩ
Figure 2.4: Wheel rotational equilibrium.
2.2 Wheels model
In (Fig.2.4) the rotational wheel equilibrium is represented, the vertical one is not
considered due to the rigidity of the suspension system. Also, camber effect and gy-
roscopic ones are neglected, the first due to the low order of magnitude, the seconds
due to the small wheel system inertia and the limited maximum rotational speed.
From the forces represented in (Fig.2.4) it is possible to implement the rotational
equilibrium equation ((2.6)):
JiΩi = Ti − FxiRwi − FriRwi (2.6)
In which Ji is the inertia of the wheel, Ωi is the rotational speed of the wheel, Tiis the traction-braking torque provided from the vehicle to the wheel, Fxi is the
longitudinal tyre-ground force in the wheel reference system, Fri is the wheel rolling
resistance force and Rwi is the tyre equivalent rolling radius. To consider the load
transfer, the equivalent radius of the wheel changes in first approximation with a
linear elastic behaviour (2.7).
Rwi = Rw0 −FziKzi
(2.7)
44
Chapter 2. Vehicle model
Where Rwi is the tyre rolling radius, Rw0 is the nominal unloaded radius, Fzi is the
vertical load supported by the tyre and Kzi is the first order approximation of the
tyre radial stiffness.
The dynamic wheel radius variation is influenced by the effect of the longitudinal
and lateral load transfer, caused by the respective accelerations. However, this ef-
fect is of low order of magnitude and therefore neglected in this simplified model.
The last force to analyse in the wheel system is the one generated by the rolling
resistance. It is caused mainly by the hysteresis of the tyre compound, which has
a different deformation behaviour during the phases of compression and relaxation.
This asymmetry provides an uneven distribution of normal stresses (Fig.2.5) that
provides an equivalent torque against the wheel motion. In first approximation it
can be considered as proportional to the vertical load (Fzi) and to a rolling resis-
tance coefficient, as shown in eq. (2.8).
Fri = fvFzi (2.8)
Following the rolling resistance schema reported in Fig.2.5, it is possible to define
the rolling resistance as the ratio between the arm of the rolling coefficient (u) and
the tyre equivalent rolling radius.
Fv =u
Rwi(2.9)
Fv is considered constant with the speed presenting a plateau in the mean range of
speed and varying only to really high and low speeds.
It is now fundamental to present the tyre dynamic model since the contact patches
are the only way to transmit forces between vehicle and asphalt.
45
2.3. Tyre model
V
Ω
Fz
Fzu
Hysteresis
No hysteresis
Figure 2.5: Wheel rolling resistance.
2.3 Tyre model
The modelling of the forces generated by the tyres is fundamental to obtain a correct
system. These forces are the ones which determine the vehicle state. Unfortunately
they depend by a lot of factors, two among many the tyre’s non linearity and the
friction estimation, thus an exact model couldn’t exist. The most used and rec-
ognized model is the professor Pacejka one [48]. Longitudinal and lateral forces
are obtained from equation (2.10) where parameters Bi,Ci,Di and Ei are obtained
fitting the curves on the experimental data.
Fi = Di sin
(Ci arctan
(Bixi − Ei
(Bixi − arctan (Bixi)
)))(2.10)
Where Bi is the so called stiffness factor, Di is the peak factor, Ci andEi are the
shape factors. The forces are function of xi that is intended to be the longitudinal
slip ki for longitudinal forces and αi slip angle for the lateral forces. The two forces
are combined to consider the superposition of longitudinal and lateral slip effects
(Fig.2.6). More details about the model are reported in Appendix A. The MF-
tyre model (2.10) represents the specific forces generated by the tyre in a steady
state condition. In order to consider the tyre’s delay in the response, it can be
46
Chapter 2. Vehicle model
approximated, both for longitudinal and lateral one, to a fist order system with a
period dependent on the tyre longitudinal speed:Lx,iVx,i
Fx,i + Fx,i =Fx,i
Ly,iVy,i
Fy,i + Fy,i =Fy,i
(2.11)
where Lx,i and Ly,i are the longitudinal and lateral relaxation lengths, Vx,i is the
longitudinal speed, Fx,i and Fy,i are the steady state forces and Fx,i and Fy,i are the
dynamic forces. The dynamic forces generated by the tyre are strictly dependent
on the vertical supported load. In the next paragraphs the longitudinal slip and the
Figure 2.6: Tyre combined force ellipse.
side slip angle are explained.
2.3.1 Longitudinal slip
When a driving or a braking force is applied on the wheel a difference between
peripheral wheel speed and the wheel centre speed is generated. This phenomena
is called slip, it is an intrinsic result of the generation of a tangential force on the
contact patch. The longitudinal slip is defined as the ratio between the slip velocity
and a reference longitudinal velocity:
ki =Vx,i − ωiRwi
Vx,i(2.12)
47
2.3. Tyre model
where ki is the longitudinal slip, Vx,i is the longitudinal tyre speed in the tyre refer-
ence frame, ωiRwi the peripheral tyre speed given by the rotational speed multiplied
by the tyre equivalent rolling radius. Referring to Figure 2.3 the relation between
each tyre longitudinal slip and the model d.o.f. chosen as reference can be evaluated:
kfr =
(Vx + ψcf
)cos δf −
(Vy + ψLf
)sin δf − ωfrRwfr(
Vx + ψcf
)cos δf −
(Vy + ψLf
)sin δf
kfl =
(Vx − ψcf
)cos δf −
(Vy + ψLf
)sin δf − ωfrRwfl(
Vx − ψcf)
cos δf −(Vy + ψLf
)sin δf
krr =
(Vx + ψcr
)cos δr −
(Vy − ψLr
)sin δr − ωfrRwrr(
Vx + ψcr
)cos δr −
(Vy − ψLr
)sin δr
krl =
(Vx − ψcr
)cos δr −
(Vy − ψLr
)sin δr − ωfrRwrl(
Vx − ψcr)
cos δr −(Vy − ψLr
)sin δr
(2.13)
For small steering angles the formulas could be linearized, thus the cosine function
can be approximated to one and the sine one to the angle itself, which can be
considered zero, neglecting the contribution related to tyres lateral speed. This
results in:
kfr =Vx + ψcf − ωfrRwfr
Vx + ψcf
kfl =Vx − ψcf − ωfrRwfl
Vx − ψcf
krr =Vx + ψcr − ωfrRwrr
Vx + ψcr
krl =Vx − ψcr − ωfrRwrl
Vx − ψcr
(2.14)
The slip turns out to be negative in traction and positive during breaking.
2.3.2 Side-slip angle
The side slip angle α is the angle between the longitudinal velocity and the velocity
itself of the tyre. It is caused by the tyre lateral speed which is generated by the
misalignment between the longitudinal direction of the tyre and the vehicle’s velocity.
αi = arctanVyw,iVxw,i
(2.15)
48
Chapter 2. Vehicle model
where αi is the slip angle, Vxw,i and Vyw,i are the tyre longitudinal and lateral speed
respectively. Referring to the previously selected d.o.f. each tyre slip angle can be
derived in the following form:
αfr = arctan
(Vx + ψcf
)sin δf +
(Vy + ψLf
)cos δf(
Vx + ψcf
)cos δf −
(Vy + ψLf
)sin δf
αfl = arctan
(Vx − ψcf
)sin δf +
(Vy + ψLf
)cos δf(
Vx − ψcf)
cos δf −(Vy + ψLf
)sin δf
αrr = arctan
(Vx + ψcr
)sin δr +
(Vy − ψLr
)cos δr(
Vx + ψcr
)cos δr −
(Vy − ψLr
)sin δr
αrl = arctan
(Vx − ψcr
)sin δr +
(Vy − ψLr
)cos δr(
Vx − ψcr)
cos δr −(Vy − ψLr
)sin δr
(2.16)
The side slip angles are assumed to be positive if they are counterclockwise. Unlike
the longitudinal slip, the side slip angles are not furthermore simplified being one of
the most important non-linearities of the study of a vehicle lateral dynamics.
2.3.3 Vertical force
The vertical force on each tyre is composed by three terms. Firstly the static one,
caused by the static weight of the car on each tyre, which depends by the position of
the center of gravity with respect each wheel. The latter is a constant term. Then
there is the load transfer effect, that could be divided in the longitudinal and lateral
one. Due to the driving, braking and lateral acceleration the inertia forces weigh or
lighten the wheels. Referring to schemas Figure 2.2 and Figure 2.7 the steady state
vertical forces can be derived as:
Fz,fr =1
2mg
LrL− 1
2mAx
hGL
+mAyhG2cf
Kroll
Fz,fl =1
2mg
LrL− 1
2mAx
hGL−mAy
hG2cf
Kroll
Fz,rr =1
2mg
LfL
+1
2mAx
hGL
+mAyhG2cr
(1−Kroll)
Fz,rl =1
2mg
LfL
+1
2mAx
hGL−mAy
hG2cr
(1−Kroll)
(2.17)
where m is the vehicle mass, g the gravitational constant, Lf and Lr are the distances
between the c.o.g. and the front and rear axis respectively. hG is the height from
49
2.3. Tyre model
the ground to the c.o.g., cf and cr are front and rear semi-track and Kroll is the roll
stiffness ratio. Ax and Ay are the longitudinal and lateral accelerations that provide
dynamic load transfer. Looking to the complete kinematics chain the load transfer
is generated by the lateral and longitudinal accelerations through the pitch and roll
motions that were neglected in previous assumptions. To consider the dynamics of
the load transfer due to the suspension system dynamics Ax and Ay are modelled
as a second order system:
AxAx
=ω2
0,p
s2 + 2ξpω0,p + ω20,p
AyAy
=ω2
0,r
s2 + 2ξrω0,r + ω20,r
(2.18)
in which Ax and Ay are the steady state longitudinal and lateral accelerations, ω0,p
and ω0,r are the pitch and roll natural frequencies, ξp and ξr are the pitch and roll
damping coefficients (Tab.2.2).
y
z
G
mg
mAy
Fz,fr(rr) Fz,fl(rl)
hGx
z
G
mg
mAx
Fz,rr(rl) Fz,fr(fl)
Figure 2.7: Load transfer due to Ax and Ay.
Table 2.2: Load transfer data.
description symbol value units
pitch natural frequency ω0,p 2π1.5 [rad/s]
pitch damping ratio εp 1 [∼]
roll natural frequency ω0,r 2π3 [rad/s]
roll damping ratio εr 1 [∼]
front-rear roll stiffness ratio kroll 0.5 [∼]
50
Chapter 2. Vehicle model
2.4 Electric motors
The vehicle is powered by two electric motors (EM) on the rear axis. The motors
provided by Ashwoods Electronics are used in a on-board configuration with trans-
mission semi-axis and a 1:4 transmission ratio.
Main motors data are reported in Table 2.3 and characteristics in Figure 2.8. The
motors dynamics are represented through a first order system reported in (2.19):
TmTm
=1
Υes+ 1(2.19)
in which Tm is the steady state torque generated by the motors and Υe is the
characteristic period of the motors.
Figure 2.8: Electric motor torque vs rotational speed.
2.5 Rear steering actuator
Rear steer system can be implemented in several ways. In order to guarantee the
safety of the vehicle we have set one requirement: self-locking capability in case of
failure. In most of the gear drives, when the driving torque is suddenly reduced as
a result of power off, torsional vibration, power outage or any mechanical failure at
the transmission input side, then gears will be rotating either in the same direction
driven by the system inertia, or in the opposite direction driven by the resistant
output load due to gravity, spring load, etc. The latter condition is known as back-
driving. During inertial motion or back-driving, the driven output shaft becomes the
51
2.6. Brakes model
Table 2.3: Electric motors data.
description symbol value units
peak power Pw 15 [kW ]
peak output torque Tm 70 [Nm]
nominal input voltage V 72 [V ]
width Total motor mass m 15 [Kg]
natural period Υe 0.01 [s]
maximum rotational speed ωmAx 6000 [rpm]
transition gear ratio τG 4 : 1 [∼]
driving one and the driving input shaft becomes the driven one. There are many
gear drive applications where the output shaft driving is less desirable. In order
to prevent it, different types of brake or clutch devices are used. However, there
are also solutions in gear transmission that prevent inertial motion or back-driving
using self-locking gears without any additional devices. The most common one is a
worm gear with a low lead angle. In self-locking worm gears, torque applied from
the load side (worm gear) is blocked, i.e. cannot drive the worm [15]. The latter
is the reason why we have chosen to use a worm gear reductor in the rear steering
transmission; besides it is useful also to increase the gear ratio to let the usage of a
smaller motor. In our system we have thought to use an existent drive-box, adapted
for space reason, made by a classic rack and pinion system, and connect it to the
reductor output shaft. The rear wheel steering system has been approximated as a
first order system.δrδr
=1
Υδrs+ 1(2.20)
In which δr is the steady state rear steering and Υδr is the characteristic period of
the rear steering system (0.1s). The maximum rear steer angle is fixed following the
state of the art of actual vehicles and it ranges from −3[deg] to +3[deg].
2.6 Brakes model
Electric vehicles present the opportunity of regenerative braking by using the motors
itself, which could provide almost the same torque than in driving mode, obviously
with the opposite sign. The vehicle, for seak of simplicity, is modelized with classic
mechanical brakes on the front axle and only regenerative ones in the rear axle. For
safety reason, in the real vehicle classic brakes are presents also in the rear axle. Due
to the over-actuation the control logic of braking could be very complex to manage,
52
Chapter 2. Vehicle model
especially if it is taken under consideration the possibility of recharging batteries by
regenerative braking. But it’s not the aim of this thesis to investigate this topic, thus
the rear brake torque are calculated taking into account the front force requested
by the driver, maintaining the same achievable level of adherence saturation due to
longitudinal load transfer:
Fbr = FbfFz,rFz,f
= Fbfmg
LfL +mAx
hGL
mgLrL −mAxhGL
(2.21)
in which Fbr is the rear braking force, Fbf is the front braking force required by
the driver. It must be noted that during braking Ax is negative; this provides less
braking force on the rear axis with respect to the front one to balance the load
transfer. With this modulation it is possible to maximize the braking capability of
the vehicle. A sample of the ratio between front and rear braking forces is reported
in Figure 2.9.
The mechanical braking system is modelled by a second order system transfer
Figure 2.9: Front-rear braking force partition.
function (equation (2.22)). Besides, to consider the time-lag related to pressurization
of the oil system a delay of 5ms is introduced.
Tb,iTb,ireq
=kb,i
mb,is2 + db,is+ kb,i(2.22)
53
2.7. Resistant forces
Where Tb,i is the braking torque generated by each front braking disk, Tb,ireq is the
required braking torque, mb,i,db,i and kb,i are the characteristic parameters of the
braking system reported in Table 2.4.
Table 2.4: Braking system data.
description symbol value units
brakes disk inner radius mb 0.086 [m]
brakes disk external radius mb 0.155 [m]
paddles adherence coefficient µp 0.41 [∼]
paddles contact area Ap 2.3e− 3 [m2]
brakes equivalent mass mb 0.15 [Kg]
brakes equivalent damping db 4.15 [Ns/m]
brakes equivalent stiffness kb 40 [N/m]
braking system delay Υb 50e− 3 [s]
2.7 Resistant forces
The resistant forces collect all the dissipative ones generically related to aerodynamic
resistance and track slope. However, in this simplified model, only the drag compo-
nent of the aerodynamic resistances is considered, which is related to the square of
the speed through the drag coefficient (2.23):
Fres =1
2CxSV
2x (2.23)
In which Cx is the drag coefficient, S is frontal area of the vehicle and Vx the
longitudinal speed.
Table 2.5: Resistance forces tables.
description symbol value units
air density ρ 1 [Kg/m3]
vehicle rolling resistance fv 0.01 [∼]
vehicle drag coefficient Cd 0.3 [∼]
reference front surface S 1 [m2]
54
Chapter 2. Vehicle model
2.8 Driver model
In order to have a complete overview of the vehicle behaviour, closed loop simulations
are needed. In the open loop simulations the front steering wheel, brake and throttle
time-histories are imposed to the model, but in the race is the driver to give the
input to the car. Thus it’s very important to have a reliable model of the pilot, and
testing its relationship with the vehicle by open-loop manoeuvres. The model used
in this thesis has two main objectives: to follow the reference trajectory and to have
the possibility to easily switch from a amateur driver to an expert one. To match the
first aim the model is implemented considering the position error and evaluating the
yaw moment. The driver capacity is expressed mainly by his response time and the
preview lengths, in addition to all the parameters related to the control. The driver
model is a path follower based on a PD controller with position and yaw feedback
and a PI cruise controller. Referring to Figure 2.10 the total error is composed by
four parts: position and yaw moment each one evaluated at two preview length.
The steering wheel angle is evaluated through:
δsw =2∑i=1
(kp,d,iεd,i + kd,d,i ˙εd,i
)+
2∑i=1
(kp,ψ,iεψ,i + kd,ψ,i ˙ε ¨
,iψ
)(2.24)
where kp,d,i and kd,d,i are respectively the proportional and derivative coefficients
with respect to the position, εd,i and εd,i are the positional error and its time deriva-
tive, kp,ψ,i and kd,ψ,i are respectively the proportional and derivative coefficients
with respect to the yaw and εψ,i and εψ,i are the yaw error and its time derivative
using the i-th preview length.
The error related to the position (2.25) is defined as the distance between trajectory
at the curvilinear abscissa s + li and vehicle c.o.g., while the error about the yaw
(2.26) is needed to reduce the misalignment between the vehicle longitudinal axis
and the trajectory tangent.
εd,i =
√(XG,ref (s+ li)
)2 −X2G +
(YG,ref (s+ li)
)2 − Y 2G (2.25)
Where XG,ref , XG, YG,ref and YG represent respectively reference trajectory and
c.o.g. position in the inertial reference system, li is the preview length and s is the
abscissa along the trajectory.
εψ,i = ψref (li + s)− ψ (2.26)
The trajectory abscissa i is evaluated through the integration of the speed along the
time (2.27).
s =
t∫−t0
V dt (2.27)
55
2.8. Driver model
Both errors are evaluated at two different preview lengths that are dependent on
the speed and the longitudinal acceleration felt by the driver (2.28).
Li = V ti +1
2Ax t
2i (2.28)
Where ti are related to driver response time. Data used in this study are reported
in table 2.6.
For what concerns speed control a PI controlled based cruise control is implemented
to define the driving and braking torques required by the driver to respect as much
as possible the reference speed.
Table 2.6: Driver model coefficients.
description symbol value
distance proportional coefficient kp,d 0.05
distance derivative coefficient kd,d 0.001
yaw proportional coefficient kp,ψ 0.05
yaw derivative coefficient kd,ψ 0.001
distance weighting factor ηd 0.7
yaw weighting factor ηψ 0.3
56
Chapter 2. Vehicle model
X
Y
x
y
εd1
εd2εψ1
εψ2
Pref1
Pref2
Figure 2.10: Driver model used to perform close loop manoeuvres.
57
Chapter 3
Rear wheels steering design
The section 2.5 proposes a preview of how the rear steering system is designed,
it highlights the choice of the warm drive gearbox to have self-locking capabilities
in case of failure. Besides it introduces the dynamic model, a first order system
described in equation (2.20). The aim of this chapter is to explain how the time
constant has been estimated, through the gearmotor selection and the model of the
system. In appendix B the dimensioning and the datasheets of the mechanical pieces
present in this section are reported.
As previously written, the rack and pinion system was choosen for the rear wheel
steering, but several possibilities were taken under consideration before this choice.
The following section offers an overview of the possible designs, reporting the pros
and the cons of each system and justifying the rack and pinion choice.
3.1 Design concepts
3.1.1 Concept 1: two linear actuators replacing tie rods
Electrically driven linear actuators are used to replace all of the car’s tie rods. The
actuators will be individually controlled, allowing the control system to indepen-
dently modify steering angle on each of the rear wheels.
Advantages: This design has a high chance of optimizing the car’s dynamic
nature, such as allowing the car to change its rear toe angle while moving. The
implementation is simple because the current rear spindles can be reused, and
it offers a lot of versatility because the RWS geometry is entirely managed by
software.
Disadvantages: The disadvantage of this idea is that with two actuators in-
59
3.1. Design concepts
stead of one, it will be very heavy. Both actuators must be dimensioned for
the highest load because the car must be able to turn both ways. Adding two
actuators to a control system increases the complexity of the design process as
well as the amount of wiring necessary. Having two actuators can also increase
the likelihood of device failure and maintenance costs.
Concept 2: rack and pinion with rotary actuator
The tie rods are attached to a conventional rack and pinion system, which is actuated
by an electric motor connected to the pinion gear. This is similar to the FWS system,
which is a rack and pinion steering system, although between the electric motor and
the pinion, a gearbox would be necessary.
Advantages: Since it only uses one actuator, the device will be relatively light,
and its construction will be very close to that of the front steering rack, which
is a tested design. The regulator’s layout would be simple and straightforward,
making it simple to maintain. The rack and pinion mechanism can easily in-
tegrate the stops specified by the rules.
Disadvantages: The key drawback is that, in contrast to the two linear actua-
tor design, you do not have the same level of control over individual tire angles
for optimization.
Concept 3: Ackermann mechanism with linear actuator
A linear actuator will act directly on the steering link, rather than a rotary actuator
acting on a pinion gear as in Concept 2.
Advantages: The mechanism has many of the same benefits as concept 2, with
the extra advantage of being simpler due to the use of fewer components.
Disadvantages: The ability to fine-tune the steering angles is reduced, as it
is for concept 2, and the mechanism is not as standard as a rack and pinion
design. The speed is similar to Concept 1, which may be too slow.
60
Chapter 3. Rear wheels steering design
Concept 4: proportional hydraulic system
The front steering mechanism will be connected to a hydraulic cylinder that drives
the rear steering mechanism, which is driven by another cylinder at the back of the
car in this concept. This means the rear steering angle is equal to the front steering
angle, and the ratio between the two is determined by the system’s mechanical
advantage.
Advantages: The simplicity of the proportional hydraulic system is one of its
key advantages. The input lag is practically zero since the mechanism is di-
rectly actuated by the driver, so there is no need to design a control loop.
Since all of the actuation force comes directly from the driver, there is no need
for actuators, the device could be made very light.
Disadvantages: The system’s main drawback is that it lacks a lot of flexibility
for vehicle dynamics optimization due to the lack of a control loop; it does not
take into account the effects of the car’s speed; the ratio between the front and
rear steering angles is the same at 5 and 100 km/h; and there is no way to
switch from positive to negative 4WS or turn the system off. Another weakness
is that the system is difficult to adjust; if the steering angle ratio were to be
modified, the cylinders or mechanism will need to be replaced.
Concept 5: non proportional hydraulic system
This concept is a development of the proportional hydraulic system, which employs
a mechanism that makes the relationship between the front and rear steering angles
non proportional in order to enhance the car’s vehicle dynamics. Depending on the
desired relationship between driver feedback and rear steering angle, this type of
mechanism may be made more or less complex.
Advantages: The key advantage is that it may preserve the proportional hy-
draulic system’s simplicity of implementation while also improving vehicle dy-
namical behaviour.
Disadvantages: However, the mechanism lacks the tweaking and optimiza-
tion versatility of an electronically actuated RWS system, particularly when
it comes to integrating testing data, and the non-proportional mechanism’s
complexity will raise as vehicle dynamical behaviour demands increase. Hav-
ing a mechanical controller rather than an electrical controller, such as the
governor used on steam engines, is exactly the same thing. This also adds to
the system’s total weight.
61
3.2. Rear wheels steering model
Evaluation of design concepts
In order to evaluate which design concept will be developed further, the five options
just presented will be compared according to the following requirements: respon-
siveness, packaging, controllability, weight, safety and cost. Since concept 1 is the
only one analysed that allows an accurate control of both wheels, all other concepts
have earned a lower level. The hydraulic systems have superior responsiveness char-
acteristics, as previously stated, and all systems are thought to have lower mass than
concept 1 because they only use one actuator. All the first three options presents
possibility of self-locking device which allows to not lose the control of the rear
wheels angle. Finally, being composed by two actuators the first concept turns out
to the be the most expensive, when the cost of the others is comparable. On the
basis of the above considerations the second design concept will be developed.
3.2 Rear wheels steering model
To estimate the time constant the mechanical system has been modelled as repre-
sented in Figure 3.1. The scheme represents the steering bar (attached to the rack)
Figure 3.1: Rear wheels steering model
and the tie rods, rigidly linked for the sake of simplicity, connected to the wheels in
a point ‘K’ far from the wheel centre. K is thus the steering arm. In this model
the steering force generated by the wheel is considered as the sum of two forces, one
caused by the self-alignment moment (eq (3.1)) and another (eq (3.2)) caused by
the polar inertia of the wheel around its vertical axis (JROT ).
FR/L =MZ
K= Fy
t+ tCASTERK
(3.1)
62
Chapter 3. Rear wheels steering design
Where Fy and t, calculated by Pacejka, are respectively the lateral force generated
by the tyre and the trail arm of the wheel. tCASTER is the caster trail arm, which
is estimated considering the static one, needed to guarantee the re-allignin moment
of the wheel, and the natural one due to the suspension kinematic during the drive.
FROT =MROT
K(3.2)
where:
MROT = JROT δR (3.3)
In the point of application of FP there is the rack-pinion connection, FP is thus the
force which comes from the pinion, the trigonometric term is due to the transmission
of the force between the gear teeth. Obviously FP is strictly related with the actuator
force, being the same thing except for the transmission ratio. In this model the
inertia of the steering bar is considered too (mx), where m is the sum of the mass
of the two steering arms and the bar. This is a one degree of freedom system, it is
simple to get the equation of motion (remembering that δR = xk ):
(mk + 2JROTK
)δR = FP cos(αI)− (FR + FL) (3.4)
In order to calculate the time constant of the system the dynamic of the motor is
needed too, in the next section is shown how the motor has been chosen.
3.3 Gearmotor choice
The actuator of the rear wheel steering is a DC motor. In order to choose it the
reduction ratio must be chosen too. Once the power needed from the system is
known, the choice needs to be a right compromise between the torque of the motor,
better if low because it means smaller space and lower weight, and the reduction
ratio. The idea is to have the latter bigger with a smaller motor. The reduction ratio
(equation (3.5)) is the constant which relates the rotation of the wheel around their
vertical axis (steering angle) and the rotation of the motor, further to the torque
generated by the wheel and the one requested to the actuator.
τTOT =αMδR
=MWHEEL
TM(3.5)
where MWHEEL is the torque to the wheel and TM is the motor torque.
It is useful to divide τTOT in two terms to better understand it. The first one is
the reduction added by the worm gear, τWORM . This term gives the reduction ratio
between the torque at the pinion (the one in contact with the rack) and the motor.
The other term needed to implement τTOT is the one which relates the torque and
63
3.3. Gearmotor choice
the motion between the pinion and the wheels, determined by the geometry of the
system. Finally:
τTOT =kcos(αI)
RPτWORM (3.6)
Once the total reduction ratio is obtained, it is possible to express the torque re-
quested to the motor:
TM = MWHEEL1
τTOT(3.7)
where, from the system equation of motion:
MWHEEL = MZR +MZL + (JROT +mk)δR (3.8)
As the equation highlights, the motor must counteract two torques, one coming from
the self-alignment moment of the two wheels MZR +MZL and one from the system’s
inertia. In addition, it is possible to also express the relationship between the speed
of the motor and the angular speed of the rear steering:
αMOT = δR1
τTOT(3.9)
Once the torque and speed relationships are obtained it is possible to size the motor
in terms of power. To understand the size of the forces which come to the motor,
some simulations have been run on Matlab-Simulink environment. In particular,
the rear lateral forces generated by the tyres and the inertia forces of the rear wheel
steering system have been analysed during different step steer, steering pad and
double lane change tests at different speeds. In order to ensure the safety of the
vehicle, the forces considered in the actuator design were multiplied for a security
coefficient of 2. The magnitude of the forces which the motor must counteract
depends also by the reduction ratio. Considering that the power is defined, from
this point on the idea is to find a perfect balance between the torque available and
the rotational speed of the motor by the ideal reduction ratio.
In a real mechanical system there is always a ‘choke point’, the weakest element
which defines the maximum performance of the system. In our system it is the
worm gear which, due to the low efficiency and high friction inside the mechanism,
can not support very high input speed. This limits the maximum rotational speed
of the motor, which usually could work at higher rpm. The choice of the gearmotor
system has been done comparing different companies’ products, with the aim of
taking the motor and the reductor from the same company, in order to not have
coupling problems. After this study the choice was KAG company, a German one. In
particular, the M80 motor with SN40 worm gear, a combination provided directly
by the manufacturer. More specifically, the motor is the M80x40/I Nr. 222784
(12V) DC-brushed-motor, with a nominal input power of 150W. The SN40 reductor
64
Chapter 3. Rear wheels steering design
provides different possibilities of reduction ratio, our choice was the 50 one. Due to
the high ratio, the efficiency of the gear is only 35%, which is actually good because
it guarantees the self-locking capability we need. The total reduction ratio is thus
τTOT=262 (considering a pinion with 24mm of primitive diameter and a standard
20° pressure angle). The choice was not oriented on a brushless motor because a
brushed one guarantees the same performance for a lower price and it is also easier
to control. The counterpart is the wear of the brushes but in our application, which
is a race one, the actuator has not to work every day for years, so this problem is not
so relevant. Simulations show that the most demanding tests for the actuator are the
Figure 3.2: KAG SN worm gear Figure 3.3: KAG DC motor M80x40 12V
transient ones, i.e. the step steer and the double lane change. It is also interesting
to notice that the speed is an important variable in the force calculation, which,
as previously written, is made by the sum of the lateral force and the inertia ones.
Increasing the speed, the actuator must be more reactive and faster, this leads to an
increment of the acceleration and thus of the inertia forces. On the other hand, the
lateral forces grow up to their saturation limit. There is a point, at a certain speed
and front wheel steering, in which the lateral forces are saturated but the vehicle,
thanks to the control, remain stable also increasing the speed. At this point inertia
forces still increase up to the stability limit. Thus the most critical situations will
be at high speed. In particular the double lane change test has proven to be one of
the most challenging tests to control at very high speed, requiring an high level of
reactiveness to maintain stability.
Let’s report the chart with the operating points during a double lane change at
120km/h (Figure 3.4) performed by the vehicle with only the RWS system active.
This is a very limit situation, considering that usually this test is performed at
65
3.3. Gearmotor choice
Figure 3.4: RWS motor operating points during a double lane change at 120 km/h
80km/h, in fact the vehicle is not able to remain into the limit trajectory provided
by the ISO 3888 for this manoeuvre at this speed, however it remains still stable so
the actuator must work also in this situation. In the plot the motor characteristic
curve is overlapped to have a visual proof that the actuator can work. Besides, the
dashed vertical line shows the maximum continuous input speed of the worm gear
reductor, highlighting how it limits the motor potential. There are not operating
points outside the overload curve during all the test, though a lot of points are over
the max continuous torque of the motor. Considering that every red point is taken
every hundredth of a second, those which are over the black line are only some picks
in the overall simulation, thus the motor can guarantee the power (see section 3.3.1).
However, during this test the maximum rotational speed reached is not so high, thus,
to guarantee the proper functioning of the actuator, it can be interesting to plot
(Figure 3.5) the 15° step steer 15° at 90km/h, which it is a demanding test due to
the quite high speed and front steering angle, besides 15° of front steer at that speed
represents the maximum allowable in order to maintain stability during this test.
Moreover, in a step steer test both transient and equilibria condition are presents,
so it is possible to visualize how the motor works in both conditions. The density
of the red points is lower in this test because the simulation time is five seconds,
66
Chapter 3. Rear wheels steering design
Figure 3.5: RWS motor operating points during a 15° step steer at 90 km/h
67
3.3. Gearmotor choice
compared to ten before. There is a dense cloud of operating points just under 1Nm
of torque, they represent the steady-state part of the test, where the equilibrium is
reached and the requested torque is very high due to the demanding condition of the
test. It is evident that they belong to the steady-state part of the test because the
torque is requested at very low rpm, in fact the rear wheel steering angle is almost
fixed, thus the actuator work is mainly to hold it and not to vary it. On the other
hand, there are some points at higher rpm. They represent the transient condition,
where the primarily work of the actuator is to vary as fast as possible, according
to the control demand, the rear wheel steering angle to maintain the stability after
the sudden steering stroke. This test represents an extreme one for the vehicle, in
fact during the transient phase the car reaches a very high side slip angle value,
around eight degree, which is rapidly recovered by the control system. However,
a so high level of side slip angle could be considered too much for considering the
vehicle stable, making this test unusual and extreme condition, just to verify the
actuator. Besides, because of the severity of the test, the requested torque in most
of the test is above the black line. This is not a real problem thanks to the very
short time in which the actuator works (see section 3.3.1). It is also important to
remember that the working points are calculated with a security coefficient, thus the
actuator in a normal and real situation would not have any problem to also manage
this limit case. Therefore, it is interesting to notice that the maximum input speed
allowable by the reductor is never crossed.
3.3.1 Thermal model
As seen in previous section the motor happens to work a lot in overload, the thermal
model is implemented to be sure that this is not a problem. In the worst situation
in fact the motor could overheat damaging itself. The model used in this thesis is
the following:
Ploss(t) = Cdθ
dt+θ
R(3.10)
Equation (3.10) is the first order differential equation which describes the thermal
model. Let’s now explain how to estimate the thermal constant of the motor. Solving
(3.10):
θ(t) = RPloss(t)(1− e−tτ ) (3.11)
where:
Ploss(t) = P (t)1− ηη
(3.12)
where η is the rated efficency of the motor. In steady-state condition equation (3.11)
becomes:
θSS = PlossR (3.13)
68
Chapter 3. Rear wheels steering design
From (3.13) it is possible to estimate the termal resistance R:
R =θmaxPcloss
(3.14)
where Pcloss is the nominal lost power, calculated as:
Pcloss = Pc1− ηη
(3.15)
Let’s now estimate the thermal constant τ . After toverload the motor reaches its
maximum temperature, 140°, thus it is possible to write (from equation (3.11)):
θmax = RPovloss(1− e− toverload
τ ) (3.16)
As for the nominal lost power, Povloss is the overload lost power, calculated in the
same way:
Povloss = Pov1− ηη
(3.17)
It is possible to write:
Pcloss = Povloss(1− e− toverload
τ ) (3.18)
Knowing all the equations components τ can be calculated reversing equation (3.18):
τ = − toverload
ln(1− PclossPovloss
)(3.19)
Once the thermal constant is calculated, the constant C can be implemented:
C =τ
R(3.20)
Finally equation (3.11) can be resolved by using ODE45 function by Matlab®,
obtaining the temperature curve in time. The resulting constants are reported in
table 3.1. The temperature of the motor increases due to the power losses in the
Table 3.1: Motor thermal data
description symbol value units
max temperature θmax 140 [°C]
thermal resistance R 3.83 [°C/W ]
thermal constant τ 217.70 [s]
motor constant C 4.63 [J/°C]
overload time toverload 10 [s]
69
3.3. Gearmotor choice
electrical circuit, let’s imagine having a constant workload for a long time, thus a
constant power loss. In that case, for how the model is built, the motor would
have a transient in which the temperature rises until a steady state temperature.
If the motor works into its nominal range, then this temperature will be under the
maximum allowable. Therefore the motor could work in overload for limited time
periods. In the application of this thesis the motor is almost never subjected to
constant stress because the rear steering continuously changes its position under
the control request. Moreover, the tests carried out to test the vehicle are all very
short, especially the transient one which are the most demanding. During a step
steer, for example, the motor is used for only some seconds, which are not enough to
produce a significant change of temperature. However, the FSAE championship also
involves a race which lasts some minutes. To test the motor the most demanding
test (in term of motor usage), the 120 km/h double lane change, has been repeated
45 times one after the other. This is obviously an impossible situation in the reality,
but it is useful to understand the temperature behaviour under the most stressful
situation. In figure 3.6 the result is reported. After a growth in the first seconds,
Figure 3.6: Temperature profile
70
Chapter 3. Rear wheels steering design
the temperature stabilizes around 42.5°C, way far to the maximum temperature
allowable. The pick of power loss (figure 3.7) in the double lane change test is quite
high, if this power was constant the motor would overheat, but, as the load is very
variable (the power loss profile (figure 3.7) is a collection of peaks) the temperature
could not raise a lot. In a real race situation, the motor could surely guarantee
Figure 3.7: Power losses profile
the maximum performance during all the race. Regarding the part of single tests
provided by the rules, the longest proof is the steering pad, but, being a steady-state
test, the motor rotates very slowly to accommodate the slow increase of speed or of
steering angle (depending by the test), thus the power loss generated are very low,
creating neglectable raise of temperature.
3.4 Rear wheels steering system dynamic
Once the motor is chosen, all the instruments to implement and to study the dy-
namic of the rear wheels steering system are present. The aim of this chapter is to
describe how to implement the transfer function of the system and to analyse the
71
3.4. Rear wheels steering system dynamic
step response, which will be useful to calculate the system time constant of equation
(2.20). Let’s start by the system equation of motion, remembering τRWS = τWORM :
J∗αM = TM − (FR + FL)RP cos(αI)
τRWS(3.21)
where J∗ is the total inertia of the system, it is composed by the sum of the iner-
tia of the motor and the one of the mechanical system (properly reported by the
transmission ratio).
J∗ = Jmec + Jmot (3.22)
where:
Jmec = (mk + 2JROTk
)1
τTOT(3.23)
For simplicity let’s consider the right and the left force equal and let’s call them:
TL = FR/LRP cos(αI)
τRWS(3.24)
Let’s express the force acting on the steering bar:
FR/L =MZ
k=Fy(t+ tCASTER)
k(3.25)
with MZ which is the tyre self-alligning moment and Fy the lateral force generated
by the tyre. It is now possible to linearize the lateral force as the product between
the tyre stiffness and the rear side slip angle:
Fy = kααR (3.26)
Remembering that the rear side slip angle can be expressed as:
αR = −β +lRVψ + δR (3.27)
Then the lateral force can be written as:
Fy = −kαβ + kαlRVψ + kαδR (3.28)
It is thus possible to express equation (3.24) as:
TL = GkαδR +G(−kαβ + kαlRVψ) (3.29)
with the term G which resumes some terms:
G =RP cosa(αI)
τRWS
(t+ tCASTER)
k(3.30)
72
Chapter 3. Rear wheels steering design
The second term of equation (3.29) can be considered a disturbance:
D = G(−kαβ + kαlRVψ) (3.31)
Finally it is possible to rewrite the equation (3.21):
J∗αM +2GkαkτRWS
RPαM = TM − 2D (3.32)
The term which multiplies the angular position of the motor is the equivalent cor-
nering stiffness:
kEQ =2GkαkτRWS
RP(3.33)
Let’s now coupling the mechanical system equation and the DC motor one in the
Laplace domain: (Las+Ra)Ia = Va −KφsαM
(J∗s2 + 2cLΩ0s+ kEQ)αM = KφIa − 2D(3.34)
All terms of equation (3.34) are described in table 3.2. From this system it is
Table 3.2: RWS motor coupled with mechanical system
Giving as input the nominal voltage step to the function we are able to compute
the step response (figure 3.8) and from this the time constant. The latter is one
third of the steady-state time, which is the time needed to the system to stabilize
itself around ±5% the steady-state value. The steady-state value is 6.85 ∗ 10−3rad,
Figure 3.8: RWS motor step response
at time t = 0.18s the response enters into the steady-state band, thus the computed
time constant of equation (2.20) is: Υδr = 0.06s.
3.5 CAD model
In this section the final design of the RWS will be presented, starting from the space
management to the verification of each components against the requirements. The
whole implemented system on the FSAE vehicle can be seen in the figures 3.9, 3.10,
3.11.
74
Chapter 3. Rear wheels steering design
Figure 3.9: View of RWS system, view from below
Figure 3.10: View of RWS system, left
side
Figure 3.11: View of RWS system, right
side
3.5.1 Packaging
There is no good way to measure how good a mechanism is at packaging, but there
are a few positive and negative characteristics that can be defined. A system with
mechanical components mostly located on the car’s back would be easier to reach and
tweak, while a system with mechanical components distributed across the vehicle
would be less suitable for the opposite reasons. Interfering with other mechanical
parts in such a way as to limit the functionality of any devices is not acceptable.
Moreover, a system that stays within the vehicle rear limit, represented by the
jacking bar, is preferable, avoiding any kind of problem in case of contact with other
car. Nowadays, the rear steering tie rods are directly connected to the body frame
of the vehicle, as it is shown in figure(3.12), not being structural that part will be
75
3.5. CAD model
Figure 3.12: Actual system
eliminated in order to make room for the steering rack housing. Considerations
similar to those above can be made for the positioning of the rear steering actuator,
composed by an electrical motor and a worm gearbox, farther the presence of heavy
components from the vehicle centre of gravity reduces the performance and stability.
As it is possible to see in figure (3.13), the only space available is between the motors
dedicated to propulsion and the rear of the frame; however, the two drive chains,
that connect the motors to the rear axle, make the central part of that area off
limits, thus, the whole system will be placed in a corner of the frame rear.
Overall mechanism in shown in figure(3.14), each components and the assembly will
be presented in the next sections.
3.5.2 Components
The steering rack housing is bonded to the body frame through two connection
elements welded to the latter, it is fixed by means of locking screws. As previously
reported, the supports are placed laterally with respect to the vehicle centreline due
to interference reasons and in addition they make that the steering pinion axes goes
across the two transverse elements of the frame, as shown in figure (3.15). It can be
noted notches are made to eliminate excess weight.
In order to not modify the position of the rear tie rods, changing accordingly the
wheel toe angle, two connections elements are realized between the steering rack and
the tie rods, shown by figure (3.16).
If the two subsystems steering rack housing and gearmotor were connected to the
body frame by means two different supports, it would be necessary an elastic joint
76
Chapter 3. Rear wheels steering design
Figure 3.13: View from below
because it would be impossible to ensure both radial and axial alignment between
the two shafts. Furthermore, this kind of coupling does not have infinite stiffness,
thus a delay and a phase displacement could occur, specially if the actuator is quick
and subject to sudden reversals of motion. In order to avoid the use of a connector,
we opted to plug the pinion shaft directly into the worm gearboxe. Accordingly, as
it is possible to see in figure (3.17), we designed a part that connects the steering
rack housing and the gearmotor, it ensures the alignment and withstand part of the
pinion radial load through a plain bushings. Due to the relative big ratio between
the transversal section and the length of the part and the small forces and moments
acting, in fact it has to sustain only itself weight and the gearmotor’s weight plus the
reaction moment, the stresses present are very small and so the thickness is recued
as much as possible in order to lighten the connector. Its transverse section has been
dimensioned in order to make it to pass between the two transversal elements of the
body frame.
The selected worm gearbox is able to withstand a radial load of 500N, but that value
refers to loads that act on the centreline of the output shaft (producer refers to this
value also for gearboxes without output shaft). As a result, the numbers should be
compared under the same conditions. The equivalent maximum radial force allowed
by the worm gearboxe is:
Rc =R2 ∗ ad
= 74.6N (3.36)
77
3.5. CAD model
Figure 3.14: Overall system
78
Chapter 3. Rear wheels steering design
Figure 3.15: Frame connection elements on transverse elements
where R2 is the maximum radial forced allowed by catalogue by the worm gearbox,
s is the position of the radial force assumed by the manufacturer and d is the actual
position of the force. The pinion creates a maximum radial load of 256.8N which
is higher than Rc, thus the shaft is held in place by two bronze flange bushings of
the type PCMF 101207 E and PCMF 121407 E, depending on the dimensions of
the shaft. Bushings are cheap, simple to build and need no maintenance, but their
friction is higher than those of comparable roller bearings. Due to the small value
their frictional moment has not been considered in the motor dimensioning. The
shaft diameter was selected according to the pinion bore. In Appendix B are reported
the calculations for the sizing of all the steering system elements: pinion, bushings,
keyway and plain linear bearings. Since the travel speed and distance would be very
low, although the loads will be reasonably heavy, plain bearings were preferred over
linear ball bearings. Another benefit is that they do not need any maintenance. The
outside of the bearings is also fitted with a seal to keep contaminants and dust out
of the mechanism.
As it is possible to see from figure(3.18), starting from the front steering housing, we
designed the rear’s one according to the other parts and the room available. It fully
encases the rack and pinion, keeping dirt out and lubricant in. The linear bearings
are press-fitted in each tube end and one of the plain bushing is placed in its position
along the pinion shaft axis.
79
3.5. CAD model
Figure 3.16: Rack-tierod connection element
Figure 3.17: Steering housing-gearmotor connection element
80
Chapter 3. Rear wheels steering design
Figure 3.18: Steering housing
3.5.3 Assembly
The assembly and installing procedure are as follow. Firstly, the rack is installed in
the main rod, then the latter is inserted in the housing and the two linear bearings
with their sealings are press-fitted inside the housing, as shown in figure(3.19). The
two connection elements are linked to the main rod with M6 screws.
The bushings are mounted in the housing and in the connection structure. The
pinion is constrained to the shaft through the keyway, blocked in position with the
shaft shoulder and the Seeger ring and then assembled with the housing, as shown
in figure (3.20).The latter is screwed to the frame attachments. The connection
structure is linked to the housing with M6 screws, as it is done for the gearmotor
connecting it to the whole system in the end.
81
3.5. CAD model
Figure 3.19: Main rod assembly
Figure 3.20: Housing and pinion shaft assembly
82
Chapter 3. Rear wheels steering design
3.5.4 FEM analysis
The different parts in the mechanism were analyzed with Inventor FEM tool. Mesh
sizing and mesh control were simple, and the analysis’ precision and convergence
were not extensively investigated; instead, the FEM analysis was used to identify
technical problems or to check the reasonableness of various design options.
Housing: The bushing force of 105N was added, the torque of 29.5Nm, the
moment of 10.2Nm and the force of 54N from the gearmotor were added in.
The FEM analysis of the housing revealed a stress concentration in the edge
between the tube part of the housing and the parts that are to connect the
system to the body frame. Adding a radius on the inside edge the stresses are
alleviated, the maximum Von Mises stress is around 14.91Mpa when the yield
strength of the AA350.6-F is 131Mpa.
Figure 3.21: FEM analysis of the steering housing
83
3.5. CAD model
Connection structure: The torque of 29.5Nm, the moment of 1.38Nm and the
force of 49.05N from the gearmotor were added in. The part is linked to the
housing through the three tread holes, this constraint is represented in the
simulation by fixing the surface in contact with the housing, because fixing
the holes it would not have represented realistically the joint developing a
wrong stress concentration in correspondence of them. The FEM analysis of
the connection structure revealed a stress concentration in the radius inside
the part, but it is under the yield strength of the AA350.6-F and the maximum
displacement is negligible.
Figure 3.22: FEM analysis of the housing-gearmotor connection structure
84
Chapter 3. Rear wheels steering design
Main rod: The rod was extended to its end point, simulating a full steering
angle lock out so that the stresses would be maximized. The housing was fixed
and both the transversal, the longitudinal component of the rod end forces and
their carryover moment were added in. The maximum stress occurring allowed
a minimum safety factor of 1.71.
Figure 3.23: FEM analysis main rod in worst load condition
85
3.5. CAD model
Tie rod-steering rack connection: The connection of the shorter side of the
steering rack is the most strained because on the other side part of the bend-
ing moment is absorbed by the main rod itself. Not having the possibility to
implement friction constraint between the main rod and the connection ele-
ment, longitudinal force has been neglected to not have uncorrect evaluation
of the stresses. As possible to seen from figure(3.24), the stress is concentrated
around the profile of the main rod, below the yield strength of the material
AISI304.
Figure 3.24: FEM analysis of the housing-gearmotor connection structure
86
Chapter 4
Control strategy
The increasing diffusion and introduction of more and more electronic controls in
a vehicle led to have a coordination and an integration of the controls in order to
eliminate, or at least reduce, the risk to get some bad interactions among different
control strategies. The availability of two or more controls could lead to higher per-
formance of the system, if a correct coordination is realized, and moreover from the
driver point of view a smoother behaviour could be reached thanks to the interaction
among different devices. In this chapter a new combined control strategy to improve
vehicle lateral dynamics will be presented. Unlike the past, where the commonness
was the use of parallel independent control in multi-objective multi-actuated system,
the controller aims at improving both vehicle’s turning performance and stability.
This is accomplished by tracking the yaw rate reference and the side slip angle ref-
erence, the first one made to change the vehicle under-steering behaviour, while the
second to guarantee the vehicle stability. In this thesis work a hierarchical control
strategy has been implemented. It presents a layer structure usually composed by
three steps. In the first the references are defined, in the second the coordination
process and the evaluation of the control action is carried out, while in the third one
the control action is generated through the different actuators available. This kind
of approach has less computational cost and so it results more prone to real-time
implementation, even if it is usually non optimal because some simplifications are
usually carried out, despite in the second level optimal control strategies are imple-
mented (e.g. LQR). An optimal control strategy has not been implemented because
increasing the model complexity usually means to rise the computational cost and
so the capability to well manage model non-linearities and constraints on the state
are not completely exploited. As usually in the first level the values of the refer-
ences are defined and in the second one the control action evaluation is performed.
Aiming at defining coordination between TV and RWS, a control action is referred
to the rear yawing moment Mzr and the rear steering angle δr. At the third level,
87
4.1. Control architecture
the implementation of an anti-slip control (ASC) and control action allocation are
performed. The different control levels are explained in this chapter, starting from
the definition of the references of the yaw-rate ψref and of the side slip angle βref .
Then the control actions evaluation and the coordination between the TV and the
RWS are explained. The chapter ends presenting the allocation procedure and ASC.
4.1 Control architecture
The proposed control strategy has a hierarchical structure. According to the road
adhesion coefficint and the vehicle speed and front steering angle, the references
are computed and compared to the actual states, providing the tracking errors. (as
reported in figure 4.1). The FLC uses these errors and the actual value of side slip
angle to discretize which state variable to give more weight in the control system.
Two SMCs are configured in parallel and quantify the desired control action for:
Rear yaw moment needed to track the reference yaw rate and side slip angle;
Rear steering angle needed to track the reference yaw rate and side slip angle.
Control actions obtained by the two SM controllers are combined on the basis of
the performance indexes. In particular, higher priority is given to the most effective
control action. The rear steering angle is calcualted for the RWS actuator in the
final stage. Instead, the torques on the rear axis produce the rear yaw moment. The
yaw moment available torques are added to the driving/braking torque required by
the driver in the torque allocation. Finally, to avoid excessive tyre slippage, an an-
tiskid block controls torques. In real application, since side slip angle is not directly
observable with low-cost sensors, state estimation is performed. For example, on
this vehicle, as implemented in [8], it’s possible to use an extended Kalman filter to
allow control implementation.
4.2 Control references
The reference yaw-rate and side slip angle are the control targets. The yaw-rate
is determined by the steering angle imposed by the driver as well as the vehicle
under-steering behavior.
As reported by Rajamani [51],following Gillespie’s (1992) analysis of steady-state
vehicle cornering characteristics, the under-steering gradient Kv is introduced:
δ =L
ρ+KvAy (4.1)
88
Chapter 4. Control strategy
Fig
ure
4.1
:C
on
trol
syst
emarc
hit
ectu
re.
89
4.2. Control references
where δ is the front steering angle, L the vehicle wheelbase and Ay the vehicle
lateral acceleration. WIth the definition of kinematic or Ackerman steering angle δ0
equation (4.1) can be rewritten in the form of equation 4.2.
δ = (1 +KusV2)δ0 (4.2)
where the longitudinal speed Vx is approximated as the total vehicle speed V and
the under-steering coefficient is represented by Kus.
Ackerman steering angle is function of the curve radius ρ and the vehicle wheelbase
L:
δ0 =L
ρ=Lψ
V(4.3)
where ψ is the vehicle yaw-rate. Substituting equation (4.3) in equation (4.2), the
single track vehicle’s yaw rate can be expressed as a function of speed, front steering
angle, and under-steering coefficient (4.4).
ψlin =V
L(1 +KusV 2
)δ = Ψδ (4.4)
So, once selected a desired level of Kus, it is possible to set a yaw-rate reference. The
above description has a flaw in that it is based on a linearized model that ignores
tyre force curves and saturation. As a result, the reference yaw rate has been limited
to the adherence coefficient’s maximum permissible value:
ψmax =µg
V(4.5)
The switch between the linear reference ψlin and ψmax is handled via an exponential
function that asymptotically tends to the highest admissible value (4.6) in order to
prevent discontinuity in the reference yaw-rate.
ψref =
ψlin |δ| 6 δth
ψth + (ψmax − ψth)
(1− e−
Ψ(|δ|−δth)
ψmax−ψth
)|δ| > δth
(4.6)
in which δth and ψth are the threshold steering angle and its associated yaw-rate
threshold. The ψth is defined as a percentage of the maximum one (4.7) and the
threshold steering angle is evaluated through equation (4.4).
ψth = Kthψmax Kth ∈ (0; 1) (4.7)
in which Kth is the threshold percentage. The reference yaw rate is schematically
represented in figure 4.2.
90
Chapter 4. Control strategy
Figure 4.2: Yaw rate reference.
In particular, in this thesis work, the under-steering coefficient is set to zero in
order to achieve a neutral vehicle behavior.
The side slip angle is described in such a way that it works in harmony with the yaw-
rate reference to enhance vehicle performance. Normally, β must be limited since a
low value ensures stability; however, it is not possible to increase yaw rate without
increasing side slip angle since the two references are in contrast, thus diminishing
the vehicle’s performance. A proper side slip angle reference is defined in such a way
that it aids the reference yaw-rate when the stability is not in trouble, but limits β
when it becomes too high and with the opposite sign with respect to the ψ.
The linearized side slip angle is defined similarly to the yaw-rate reference definition,
starting from the steady-state vehicle cornering characteristics:
β =Fy,rr + Fy,rl
Ky+ψLrVx
(4.8)
where Fy,rr and Fy,rl are respectively the lateral forces acting on the rear right and
rear left tyres, Ky,r is the equivalent cornering stiffness acting on the rear axle, Lris the rear wheelbase and Vx is the logitudinal velocity. The balance of the forces
acting on the vehicle along the transversal axis in steady state cornering, equation
2.1 can be linearized as:Fy,r + Fy,l
Ky=LfmV ψ
LKy(4.9)
where the product between V and ψ is the lateral accelaration. Substituting the
equation (4.9) in the equation (4.8), we obtain the definition of the reference side
91
4.2. Control references
slip angle:
βlin =Lrδ
L(1 +KusV 2)(1−
LfmV2
LLrKyKβ) (4.10)
The coefficient Kβ, which virtually modifies the tyre stiffness, is added to obtain a
more oversteering behaviour from the side slip angle at low lateral acceleration to
enhance the vehicle performance. The definition in equarion (4.10) does not consider
that over a certain value of side slip angle the vehicle in no more under driver control.
Several simulations have been performed to quantify the maximum admissible angle
of the vehicle, which has been used to limit the reference maximum value. In order
to avoid discontinuity in the reference side slip angle the transition between the
linear reference βlin and βmax is managed through an exponential function that
asymptotically tends to the maximum admissible value, like what is done for the
yaw-rate refence:
βref =
βlin |δ| 6 δth
βth + (βmax − βth)
(1− e−
β(|δ|−δth)
βmax−βth
)|δ| > δth
(4.11)
in which δth and βth are the threshold steering angle and its associated side slip angle
threshold, as for the yaw-rate. The βth is defined as a percentage of the maximum
one and the threshold steering angle is evaluated through equation (4.10):
βth = Kthβmax Kth ∈ (0; 1) (4.12)
in which Kth is the threshold percentage. The reference beta is schematically rep-
resented in figure 4.3.
Figure 4.3: Beta reference for optimal control.
92
Chapter 4. Control strategy
Figure 4.4: FLC scheme.
4.3 Fuzzy sliding mode control and coordination
The sliding mode controllers generate the control action as function of the state
errors and their derivatives. As discussed in the previous paragraph, the conflicting
nature of the two references requires a proper matching which is performed by means
of a Fuzzy Logic Control (FLC) strategy, figure 4.4. The aim is to obtain an input
for the Sliding Mode Control, i.e. sliding surface, which exploits the benefits of
each references mitigating the conflicting aspect and taking advantages when their
targets are congruent, not necessarily coincident. The sliding surface is composed
by a properly weighted combination of the yaw-rate error and side slip angle error
and the derivative of it:
s = γe+ e (4.13)
where γ is a constant and e is the error defined as:
e = ξ(ψref − ψ
)+ σ
ψmaxβmax
(βref − β
)(4.14)
the ratio between ψmax and βmax (these two variables are function of the vehicle
speed and steering angle, so for this reason the ratio has been scheduled for every
vehicle condition) is necessary to have comparable errors; ξ and σ are two weighting
variables coming from the FLC.
The FLC analyses the relative state errors and the actual vehicle side slip angle to
compute the correct weights ξ and σ for the sliding surface (equation (4.13)). The
first two inputs are the errors of the side slip angle and yaw rate (made comparable to
the first with the same method explained previously) with respect to the references,
they are necessary to understand if the two parts of the control are working to
achieve the same target, which could be performance, stability or both, or if they are
in conflict. The actual vehicle side slip angle is the third input and it is fundamental
93
4.3. Fuzzy sliding mode control and coordination
to verify if the vehicle is at risk of instability or not. The yaw-rate error and the side
slip angle error are fuzzified into three fuzzy sets (figure 4.6 and figure 4.5) because
what we need is mainly the sign of these errors (represented by the fuzzy sets P
and N); ZE is the third fuzzy set and it is necessary to have smooth transition from
one sign to another and to consider the case where the vehicle is on the references
(e ' 0). In contrast, the third input β is fuzzified into six fuzzy sets in order to
have an higher level of discretization in the control range of interest and gradual
transition between each level of control action (figure 4.7): PB (positive big), PS
(positive small), ZP (zero positive), ZN (zero negative), NS (negative small) and NB
(negative big). Side slip angle reference is limited to ±5.5, thus the input range of
latter fuzzy input is set between −6 and 6 in order to have full weight of the control
when the vehicle exceeds for more than an half of degree the maximum β. The latter
aspects drove also the definition of the output fuzzysets (weghting factors ξ and σ)
Being tyres characterized by their own dynamics, the force generation can be mod-
elled as first order dynamics system (A.41).LxviFx,i + Fx,i = Fxs,i
LyviFy,i + Fy,i = Fys,i
(A.41)
where vi is the longitudinal velocity of wheel hub in wheel reference frame while Lxand Ly are the so called relaxation length respectively for longitudinal and lateral
forces. Lx is comparable to contact path length while Ly is comparable to tyre
circumference length.
144
Appendix B
Dimensioning of RWS
components
In this appendix the calculation made in order to choose the rear system components
are carried out.
B.1 Dimensioning of rack and pinion
The torque, coming from the motor, generates a maximum force Ft of 750N, consid-
ering a standard pressure angle α of 20°. The chosen pinion (30120012 in fig. B.2)
is made by C45 UNI 7845, a steel with a minimum yield strength of σyp=370MPa.
In order to verify the pinion its modulus (2 for the chosen one) must be compared
with the one calculated by the Lewis equation(eq. (B.1)):
m =
√Ft
σypY ψ(B.1)
Where ψ is a safety coefficient, taken equal to 10, a recommended value for this type
of application. Y is a factor which depends by the number of teeth (z) of the pinion,
in this case Y (12)=0.245. The result is
m = 0.91
which satisfies the request being less than 2.
With the modulus of the pinion is possible to implement its pinion pitch p:
p = mπ = 6.28mm (B.2)
The rack must have the same pitch.
145
B.2. Dimensioning of pinion shaft
B.2 Dimensioning of pinion shaft
Figure B.1: Forces on pinion shaft schema
To accommodate the pinion the pinion shaft must have a 10mm diameter. In this
section a structural verification of the shaft is carried out. The most critical section
of the shaft is where the pinion is clamped (fig. B.1). Here there is the maximum
bending moment and the torsional moment (constant on the overall shaft). The
shaft has been verified statically, not at fatigue, due to the low hours it will work.
The Von Mises criterion is used to verify it.
The force generated by the pinion on the shaft is vertical, and it’s generated by the
force’s decomposition on the pinion tooth.
F = Ft sin(α) = 256.5N (B.3)
Resolving the shaft forces equilibrium:
F1 = F b2
(a+b)2 (3− 2 ba+b) = 104.75N
F2 = F a2
(a+b)2 (3− 2 aa+b) = 151.76N
M1 = Fab2
l2= 1579Nmm
M2 = −Fa2bl2
= 2021Nmm
(B.4)
The bending moment acting on the critical section is:
Mfl = M1 − F1a = −1772.3Nmm (B.5)
146
Chapter B. Dimensioning of RWS components
It is now possible to calculate the normal stress and the shear one:
σ =MflRKt
I = −51.93MPa
τ = TRKtJ = 131.8MPa
(B.6)
Where R is the shaft radius, T the torque (9Nm), Kt is a coefficient to include the
notching effect (here Kt=1.3). The inertia could be calculated as:
J = πR4
2 = 443.87mm4
I = πR4
4 = 221.93mm4
(B.7)
Finally, the equivalent stress could be calculated by the Von Mises formula:
σEQVM =√σ2 + 3τ2 = 234.11MPa (B.8)
Considering that the shaft is made by a material with a yield strength of σyp=700MPa,
we have a security factor of 3.
B.2.1 Keyway
The keyway is needed to fix the pinion on the shaft. Considering the torque T of
9Nm on the shaft, the tangential force which stresses the keyway is:
Fk = T/R = 1800N (B.9)
With Fk it’s possible to calculate the normal and the shear stress acting on the
keyway:
τ = FkwL = 60MPa
σ = FkhL/2 = 120MPa
(B.10)
The admissible normal and shear stress are, respectively, σyp=430MPa and τyp=215MPa.
Thus the keyway is working with a safety coefficient higher than 3.5.
B.2.2 Bushings
The bushings had a Basic Dynamic Load rating in the radial direction which was
C = 8kN which is well above the approximate bearing load of 200N each. The
bushings were not analyzed for longevity.
147
B.3. Datasheets
B.2.3 Linear bearings
The chosen linear bearing is the one with 20mm of internal diameter (code LPBR20
in fig. B.4), in order to accommodate the rack shaft. The Basic Load Rating at
0,1m/s , which is similar to the velocity the rack will be traveling, is 2080N. The
maximal load in the radial direction for one of the linear bearings is F=256.5N. The
longevity and friction for the linear bearings was not analysed.
B.3 Datasheets
In this section all the datasheets of the standard components of the rear steering
system are collected.
148
Chapter B. Dimensioning of RWS components
Disegni CAD disponibili sul sito www.chiaravalli.com
Quantità, disponibilità e prezzicon B2B Chiaravalli
- Suitable for left - and right rotation and changes, duration, - and intermittent operation- Other ratios, output shafts, protective classes, connection leads and flanges on request
- Brushed DC motor with permanent magnets- Ball earings- Lead wires- Chromatised housing with zinc-die-cast bearing flanges- Direction of rotation CW / CCW- Multiple combination possibilities with gears, encoders, brakes and control electro-nics