Application Note D. Dynamic Torque Measurement

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Page 1 of 9 Alication Note 221101D Dynamic Torque Measurement Background Rotary ower sources and absorbers have discrete oles and/or istons and/or gear meshes, etc. As a result, they develo and absorb torque in a ulsating rather than a smooth manner. Furthermore, a driveline consists of several inertias and torsion srings which resonate at one or more frequencies. Finally, even when running at constant average seed, every drive has some angular acceleration which, in combination with shaft inertias, generate dynamic inertia torques. Thus, real world driveline torque is never constant. Instead, it consists of an average torque with suerimosed oscillatory comonents. The oscillatory comonents can excite driveline resonance(s). These effects are exacerbated during transient load conditions. Accurate measurement and/or control of dynamic driveline torque requires an understanding of how the Torquemeter and other drive comonents interact. This note rovides insight into those interactions from theoretical and ractical viewoints. Torque Measurements Under Steady State Conditions Consider a drive consisting of a Motor, a Torquemeter and a Pum. Assume the coulings and shafts are infinitely stiff, and the Torquemeter and coulings have negligible inertia. Then, the shaft network consists of the Motor Inertia (J m ), the Pum Inertia (J ), the Torquemeter sring constant (k), and system daming (Ω); daming is assumed to be viscous. Undamed Frequency Resonse With no daming resent, equation [1] defines the drives frequency resonse, i.e., the ratio of um inut torque to motor outut torque. At the drives natural frequency (F r ) the outut torque becomes infinite. When daming is resent, infinite multilication can t occur. Nonetheless, the frequency resonse defined by equations [1] and [2} is always higher than that of a drive with daming. Thus, these equations will quickly reveal the measurement bandwidth and natural frequency limits. Pum Inut Torque Motor Outut Torque = 1 Jm 1 1 + 4π 2 J J m 2 f k [1] S. HIMMELSTEIN AND COMPANY Designing and Making the Worlds Best Torque Instruments Since 1960 2012, 2013 S. Himmelstein and Comany www.himmelstein.com

Setting the denominator of equation [1] to zero and solving for frequency yields F r. F r is in hertz when J m and J have in-lbf s 2 units, and k has in lbf-in/rad units. 1 F r 2π ( k J J m + ) ( J J ) = [2] Figure 1 is a lot of the undamed frequency resonse of the Motor-Torquemeter-Pum drive with: m J m = 100 in-lbf s 2 J = 172 in-lbf s 2 k = 309,000,000 lbf-in/rad for an MCRT 87007V(25-3) Torquemeter, and k = 28,412,000 lbf-in/rad (3,210 knm/rad) for a cometitive Bearingless Torquemeter Motor Torque = 20,000 lbf-in Fig. 1. Undamed Resonse With MCRT 87007V(25-3) and 3 knm Cometitive Device. The stiffer MCRT device has a significantly higher undamed natural frequency than the cometitive device. Frequencies above about 1.5F r are attenuated. At 6 khz the attenuation is 290 times for the MCRT Torquemeter and 3,160 times for the cometitive device. With daming resent, the drives resonant frequency and measurement bandwidth will be lower; see following discussion. Page 2 of 9

When torque is inut to the undamed network, no ower is delivered or absorbed. As a result, the drive will accelerate the shaft system to the motors no load seed. Since both inertias are subjected to the same acceleration, equation [3] describes the frequency resonse to about 20 ercent of F r. OututTorque = [3] InutTorque ( J J ) + m For the case being discussed, equation [3] confirms the 0.632 ratio observed in Figure 1. J Frequency Resonse With Daming Present Figures 2 and 3 show the frequency resonse of the drive with daming resent. Since torque is inut directly to the motor inertia (J m ) - think of it as the develoed motor torque - and ower is absorbed by the um, then the ratio of outut to inut torques is unity well below resonance. Deending on daming, three resonse tyes are ossible. We define Critical Daming as the lowest daming that avoids oscillatory torques and overshoots when the drive is excited by a ste function. A network is Underdamed if its daming is less than critical. Oscillations and overshoots will occur when the drive is underdamed. When daming is greater than critical it is Overdamed. Figures 2 and 3 lot critical, 0.2 times critical and 5 times critical resonses. See Tech Memo 221201 for details on comuting damed system resonse. Fig. 2. Resonse with Himmelstein MCRT 87007V(25-3) Torquemeter Installed. Page 3 of 9

Fig 3. Resonse with Cometitive 3 knm Torquemeter Installed. A devices measurement bandwidth is commonly defined as the frequency at which the resonse is down 3 DB or, has fallen to 70.79% of the start value. The following table lists drive erformance with each Torquemeter installed versus network daming. For comleteness the -3 DB frequency as well as the frequencies at which the resonse falls to 1%, 0.1% and 0.01% are included. Whether you accet the 3 DB criteria or a more stringent definition, the stiffer MCRT 87007V Torquemeter clearly rovides the widest measurement bandwidth. Its bandwidth is about 3.3 times higher than the other device. Note 3.3 is the square root of the two Torquemeters stiffness ratio. At low frequencies, the effect of daming is relatively small. At intermediate frequencies, torque can be multilied or attenuated deending on system daming. Since daming is usually unknown, the recise torque value is indeterminate in this frequency region. Furthermore, data in this frequency region only reflects the dynamic driveline resonse if the Torquemeter is ermanently installed. High frequencies are significantly reduced, asymtotically aroaching 40 DB er decade. Assuming critical daming, with the MCRT 87007V installed, 3 khz signals are reduced by 115 times. At 3 khz the reduction is 1,250 times with the cometitive device rendering any data useless. At 6 khz signal reduction is 460 times for the MCRT 87007V(25-3) and 4,998 times for the more comliant cometitive device. With either device installed, signals of 1 khz are susect, 6 khz and higher torque signals are useless. Page 4 of 9

Desite both Torquemeters wide signal chain bandwidth, actual installed measurement bandwidth is much less. It is rimarily determined by the drive and load inertias and the Torquemeter stiffness and, to a lesser extent, by system daming. As long as the signal chain bandwidth is higher than the drives natural frequency, it has no effect on measurement bandwidth. Installed Torquemeter L MCRT 87007V(25-3) Cometitive 3 knm Device Secified Torquemeter Performance/Parameters Torquemeter Stiffness (lbf-in/rad) 309,000,000 28,412,000 Full Scale Rating (lbf-in) 25,000 26,550 Electrical Overrange Rating (lbf-in) 75,000 31,860 Mechanical Overload Rating (lbf-in) 100,000 42,485 Max Allowed Torque Oscillation (lbf-in, eak-eak) 100,000 42,485 Torquemeter Signal Chain Bandwidth (khz) 3 6 Installed Torquemeter Steady State Performance Drive Natural Frequency - No Daming (Hz) 351 107 Daming as a ercent of critical (%) 20 100 500 20 100 500-3 DB Frequency (Hz) N/A 190.20 29.40 N/A 51.42 8.20 Frequency at which error =< 1% (Hz) 29.01 30.49 4.18 8.92 7.89 1.17 Frequency at which error =< 0.1% (Hz) 9.26 9.72 1.35 2.74 2.50 0.37 Frequency at which error =< 0.01% (Hz) 3.22 3.80 0.51 0.58 0.97 0.14 Torque Signal Reduction at 3 khz (times) 113.9 115.7 153.5 1,250 1,252 1,306 Torque Signal Reduction at 6 khz (times) 458.5 460.3 502.5 4,995 4,998 5,049 Torque Measurement During Transient Conditions Starting, stoing, reversing, imact loads, etc. are transient occurrences that must be monitored and/or controlled in many alications. During transient conditions three system resonses are ossible. Which occurs deends on whether system daming is equal to, greater or less than Critical Daming. Remember, Critical Daming (Ω c ) is the lowest that avoids ringing and overshoots when driven by ste function. System resonse is fastest when daming is critical. When daming is below critical, oscillatory torques will be generated which can result in large torque overshoots and increase the time to reach equilibrium. When daming is greater than critical, oscillations don t occur but, the resonse time is increased. Page 5 of 9

Figures 4 and 5 show the drive resonse to a 20,000 lbf-in ste inut. The daming used is critical, five times critical and one fifth of critical. The much stiffer MCRT 87007V(25-3) has significantly faster resonse than the cometitive roduct. The table that follows lists ertinent resonse times. Fig. 4. Ste Resonse With MCRT 87007V(25-3) Torquemeter Installed. Fig. 5. Ste Resonse With Cometitive 3 knm Torquemeter Installed. Page 6 of 9

Installed Torquemeter L MCRT 87007V(25-3) Cometitive 3 knm Device Secified Torquemeter Performance/Parameters Torquemeter Stiffness (lbf-in/rad) 309,000,000 27,616,000 Full Scale Rating (lbf-in) 25,000 26,550 Electrical Overrange Rating (lbf-in) 75,000 31,860 Mechanical Overload Rating (lbf-in) 100,000 42,485 Max Allowed Torque Oscillation (lbf-in, eak-eak) 100,000 42,485 Torquemeter Signal Chain Bandwidth (khz) 3.00 6.00 Installed Torquemeter Performance With 20,000 lbf-in Ste Inut Time for Error =<1% with Critical Daming (Ω c ) (ms) 3.45 13.60 Time for Error =< 0.1% with Critical Daming (Ω c ) (ms) 4.46 18.80 Time for Error =<0.01% with Critical Daming (Ω c ) (ms) 5.61 24.51 Time for Error =< 1% with Daming = 5*Ω c (ms) 19.80 68.20 Time for Error =< 0.1% with Daming = 5*Ω c (ms) 31.13 102.5 Time for Error =< 0.01% with Daming = 5*Ω c (ms) 41.29 136.5 Frequency of Oscillation with Daming = 0.2*Ω c (Hertz) 351.8 104.5 Maximum Overshoot with Daming = 0.2*Ω c (lbf-in) 30,736 30,171 Time for Error =< 1% with Daming = 0.2*Ω c (ms) 10.37 34.20 Time for Error =< 0.1% with Daming = 0.2*Ω c (ms) 14.95 49.30 Time for Error < 0.01% with Daming = 0.2*Ω c (ms) 20.54 68.00 When the daming is 20% of critical, the eak overshoot is within the Mechanical Overload and Electrical Overrange ratings of both Torquemeters but, the cometitive device is marginal on Electrical Overrange. The MCRT has much higher margins and is truly linear in both Mechanical Overload and Electrical Overrange. Since the cometitive device is only reeatable in Electrical Overrange, it will have unknown errors in that region. When daming is lower, torque eaks increase exacerbating that situation. See Tech Memo 221201 for details on comuting damed system resonse. To summarize, like the steady state case, transient resonse seed is rimarily a function of Torquemeter Stiffness and the couled Drive and Load Inertias. Network daming lays a secondary but vital role. Provided it is higher than the drives natural frequency, signal chain bandwidth has no effect on the measurement of transient henomena. Page 7 of 9

Other Imortant Matters Torquemeter Electrical Overrange Without sufficient Electrical Overrange, when torque signals are large, torque eaks are clied. That results in large errors in reorted average torque and, also generates outut frequencies not resent on the drive. Modern Himmelstein Torquemeters have high (150 to 300%) Electrical Overrange to avoid these errors. Moreover, to eliminate signal distortion and amlitude errors, we guarantee maximum nonlinearity of 0.1% in the Electrical Overrange region. Many cometitive Torquemeters have virtually no Electrical Overrange. Others, such as the one listed, have insufficient Electrical Overrange and don t secify nonlinearity in Overrange; they merely guarantee reeatability. See Alication Note 20805B for more information on the critical imortance of Overrange. Signal Chain Bandwidth The signal chain, rotor and stator electronics and rotor to stator signal transmission, should have a bandwidth well above the highest measurable shaft frequency. As a ractical matter, their bandwidth is constant for any Torquemeter Series. For modern Himmelstein Torquemeters, it is well above the driveline torsional natural frequency. Signal chain bandwidth never determines the maximum measurement bandwidth when a well designed Torquemeter is installed. It is rimarily determined by the drive and load inertias and the Torquemeter Torsional Stiffness. Torquemeter Length Bearingless Flanged Torquemeters rovide the highest stiffness, lowest deflection, shortest overall length and highest natural frequency. However, you should be aware a very short length carries an accuracy/erformance enalty. That is, a very short sensor sacrifices isolation from the attachment bolts to the torsion element. The roblem doesn t show u during static calibration. Nonetheless, in a tyical installation, dynamic bending and thrust loads will induce error signals in very short devices. Because of this, even though a shorter length lowers material and machining costs, Himmelstein roducts are designed with enough length to rovide inherent isolation during oeration and, to rovide the other characteristics needed for accurate static and dynamic measurements. Ambient Electrical Noise Dynamic torque measurements can be corruted by electrical noise often resent in industrial environments. Pulse Width Modulation based adjustable seed drives, which use carrier frequencies between 1 and 10 khz, are a common noise source. Without roer grounding and adequate shielding, magnetic and caacitive couling and leakage currents can induce high frequency noise in the torque instrumentation and data cabling. Himmelstein Torquemeters and Readouts include selectable low ass filters with at least ten cutoff frequencies. Those filters can otimize dynamic measurements by roviding the widest useable bandwidth while eliminating high frequency noise. Page 8 of 9

Torquemeter Natural Frequency For accurate dynamic measurements, the Torquemeter must have a natural frequency (F n ) above the drivelines natural frequency. Himmelstein roduction Torquemeters have natural frequencies from several hundred Hz to above 10 khz. The resonance of ractical drivelines virtually always falls between 5 and 500 Hz. Flanged Torquemeters have the highest natural frequency (F n ). You can estimate a Torquemeters F n using equation [2] and ublished values for Stiffness (k) and Inertia. Himmelstein Torquemeters are axially symmetrical. That is, the inut and outut inertias are equal. Thus the Torquemeter is a torsion sring with half the total Inertia at each end; see relevant secifications. Page 9 of 9