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Serv ovalv e, Hydr aulic Desc riptio n

A h y d r a u l i c s e r v o v a l v e

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is a servo (see Servo, Hydraulic Description) with a device (either flapper nozzle or jet pipe) used to position the servo. The term electrohydraulic servovalve is often used because servovalves are controlled through an electrical signal. Servovalves are normally used when accurate position control is required, such as control of a primary flight control surface. Position control is achieved through a closed loop control system, consisting of command sensor, feedback sensor, digital or analog controller, and the servovalve. Servovalves can be used to control hydraulic actuators or hydraulic motors. When a servoactuator is used to control an actuator, the servovalve and actuator combination are often referred to as a servoactuator. The main advantage of a servovalve is that a low power electrical signal can be used to accurately position an actuator or motor. The disadvantage is complexity and cost which results from a component consisting of many detail parts manufactured to very tight tolerances. Therefore, servovalves should only be used when accurate position

(or rate) control is required. For more information on closed loop position control using electrohydraulic servoactuators, see Servovalve, Hydraulic Position Control. Standard servoactuator terminology is provided at the end of this section. A schematic of a servoactuator is shown in Figure 1. The actuator is included to show how the servovalve and actuator components work together. The primary components in a servovalve are a torque motor, flapper nozzle or jet pipe, and one or more spools. The flapper/nozzle (alternatively jet pipe) and the spool valve are considered stages. A stage provides hydraulic force amplification: flapper/nozzle or jet pipe goes from low power electrical signal to spool p and the spool valve amplifies p on the actuator. The servovalve shown in Figure 1 is a 2 stage servovalve. Almost all servovalves are 2 stage, but some 3 stage designs exist. A 3 stage servo has an additional spool valve st between the 1 spool valve and the actuator. The 1st spool valve provides a spool p nd to the 2 spool valve. The servovalve shown in Figure 1 uses a flapper nozzle. A servovalve has a hydraulic pressure inlet and an electrical input for the torque motor. The input current controls the flapper position. The flapper position controls the pressure in Chambers A & B of the servo. So, a current (+ or -) will position the flapper, leading to a delta pressure on the servo, which cause the servo to move in one direction or the other. Movement of the servo ports hydraulic pressure to one side of the actuator or the other, while porting the opposite side of the actuator to return. Operation of a servovalve is described in more detail below.

Figure 1 Flapper Nozzle Servoactuator

Flapper Nozzle System Flapper position is controlled by the electromagnetic torque motor (see top portion of Figure 1). The torque developed by the torque motor is proportional to the applied current. Currents are generally small, in the milliamp range. A torque motor consists of two permanent magnets with a coil winding attached to a magnetically permeable armature. The armature is part of the flapper piece. When a current is applied to the coils, magnetic flux acting on the ends of the armature is developed. The direction of the magnetic flux (force) depends on the sign (direction) of the current. The magnetic flux will cause the armature tips to be attracted to the ends of the permanent magnets (current direction determines which magnetic pole is attracting and which one is

repelling). This magnetic force creates an applied torque on the flapper assembly, which is proportional to applied current. In the absence of any other forces, the magnetic force would cause the armature to contact the permanent magnet and effectively lock in this position. However, other forces are acting on the nozzle, such that flapper position is determined through a torque balance consisting of magnetic flux (force), hydraulic flow forces through each nozzle, friction on the flapper hinge point, and any spring (wire) connecting the flapper to the spool (which is almost always installed used in servovalves to improve performance and stability). As the applied current is increased, the armature and flapper will rotate. As the flapper moves closer to one nozzle, the flow area through this nozzle is decreased while the flow area through the other nozzle increases. The flapper generally rotates over very small angles (~ 0.01 rad) and the gap (G in the figure) is around 0.002 0.003 inches. If the gap, G, between the magnet and the flapper end gets too large, the torque motor may latch and become inoperative due to limited available torque from the torque motor. The flapper nozzle consists of the flapper, two inlet orifices (O 1 and O2), two outlet nozzles (n1 and n2), nozzle backpressure nozzle (n3) and usually a feedback spring. As described above, the torque motor positions the flapper, which in turns controls the flow through the nozzles. The inlet orfices, O1 and O2, are important as they create a pressure volume whose pressure is controlled by the flapper.

Figure 2 Flapper Nozzle Geometry

Referring to figure 2, for the flapper nozzle to control flow in a linear manner, the relationship

must be maintained. This relationship implies that the circumferential area created by the flapper distance to the nozzle must be smaller than the nozzle diameter, such that the circumferential area controls flow and not the nozzle diameter. In this way, the flow area varies linearly with flapper position. Also, the torque motor materials, windings and overall design features lead to accurate control of torque such that small movements of the flapper are possible. This leads to accurate control of the pilot spool, which in turns provides accurate control of the actuator. The goal of the flapper and nozzles is to control the pressure acting on both sides of the pilot spool. When the flapper is in the neutral position, the nozzle flow areas are

equal and the pressures Pn1 and Pn2 are equal. When the flow areas and inlet nozzle pressures are equal, the flow forces through each nozzle keep the flapper centered in the neutral position. For a zero lapped pilot spool valve, there would be no flow into or out of the actuator chambers. As the flapper moves towards one of the nozzles, the outlet flow area is reduced for this nozzle. Outlet flow area increases for the other nozzle. For example, looking at Figure 1 let the flapper move towards the n1 nozzle. This will reduce the outlet flow area and the pressure Pn1 will increase. At the same time, the outlet flow area at the n2 nozzle will increase and the pressure P n2 will decrease. A delta pressure p = Pn1 Pn2 will occur across the pilot spool piston and the pilot spool will displace to the right. High pressure fluid will then flow to the PA actuator chamber while the PB actuator chamber is ported to return. Depending on the size of the flapper and nozzles, the p across the pilot spool is limited in magnitude (200-300 lb range for medium size aerospace applications). Most servovalves incorporate a feedback spring (wire) between the pilot spool and the flapper. This wire is shown as a dotted blue line in Figure 1. Examining Figure 1, if the flapper moves to the left, the p on the pilot spool moves the spool to the right. The feedback wire will then pull the flapper back towards the neutral position. Hence the feedback wire provides a stabilizing force to the flapper and helps improve stability and response of the flapper system. This same affect can be done electronically by putting a feedback sensor (usually a linear variable differential transducer) on the pilot spool. The output of the sensor is fed back electronically to reduce the current command and allow the flapper to move back to the neutral position.

Jet Pipe Another method to control the pilot spool is to use a jet pipe configuration. The jet pipe is an alternative to the flapper nozzle system; however, a similar torque motor is used to control the jet pipe position. A schematic of a jet pipe servoactuator is shown in Figure 3.

Figure 3 Jet Pipe Servoactuator

The jet pipe converts kinetic energy of the moving fluid into static pressure. When the jet pipe is centered between the 2 receiver holes in a receiver block, the pressure on the servo is equal. However, when the jet pipe is rotated toward one of the receiver holes, the pressure at this receiver hole is greater than the other receiver hole, thus creating a load imbalance on the servo. Figure 4 shows a schematic of the jet pipe illustrating how pressure varies between the receiver holes as the jet pipe is rotated.

(a) Jet Pipe Centered

(b) Jet Pipe Rotated to Right

Figure 4 Jet Pipe Operation

The stagnation pressure at the tip of the jet pipe is given by Bernoullis equation as

This is the stagnation pressure at the midstream of the flow and would represent the maximum pressure given by the jet pipe. From the center of the jet stream, the pressure drops off as shown in the Figure 4(a). In the Figure 4(a) configuration, the pressures on both sides of the servo are equal (p=0). In Figure 4(b), the jet pipe has been rotated to the right. This has the effect of increasing the pressure on the right side of the servo and reducing pressure on the left side. The servo will then move to the left. As a general rule, movement of the jet pipe is sufficiently small such that the differential pressure will vary linearly over the range of jet pipe travel. Optimization of nozzle performance is done by experimentation. There is a relationship between the nozzle diameter and receiver hole diameters, which usually must be developed through testing. Also, the distance from the nozzle exit to the receiver is important (L = 2 Dn has been suggested in literature) as well as the distance between the receiver holes. In general, the receiver holes should be as close together as possible, to keep P1 and P2 as high as possible. It is desirable to keep receiver holes as large as possible to prevent contamination issues. The goal of a jet pipe design is to achieve the necessary maximum p across the pilot spool and maintain tight position control (no different from a flapper nozzle design). The biggest advantage of the jet pipe valve over the flapper valve is less sensitivity to contamination. Jet pipe orifices are generally larger than flapper nozzle orfices at the expense of more leakage flow. A clogged flapper nozzle orifice will cause a servovalve to go hardover in one direction. A jet pipe valve will generally fail neutral or operate sluggish if the inlet nozzle plugs. However, both configurations are still used today and both have proven to be reliable and accurate in service.

Servo The servo part of the valve is exactly the same as any servo or spool valve. The function of the servo is the same for either a flapper nozzle or a jet pipe servoactuator. The relationship between flow and p through the servo valve is governed by the orifice flow equation. Servo position is determined by a force balance on the spool, which includes the p created from the flapper nozzle or jet pipe, friction forces, spring forces and flow forces acting on the spool. For a complete description of a servo, see Servo, Hydraulic Description. When the spool is in the neutral position, the servovalve is in the null position. In some applications, a compression spring is installed on each side of the servo to help keep the servo centered. In other applications (spoiler panel servovalves, for example), a spring is installed in one side only which will push the servo in one direction. For flight spoilers the spring would bias the actuator to the retract position. So, in the absence of electrical commands, the spring pushes the servo towards the retract command position allowing hydraulic fluid to flow to the retract chamber. The applied current required to overcome the spring force and return the servo to the null (no flow) position is referred to as the null bias. The null bias current will drift in service due to changes in supply pressure, operating temperatures, wear and other factors. Good servovalve design practice is to keep long term null bias shifts to within 3% of rated current. Flow characteristics and the affects of load flow and load pressure drop are determined by the servo or spool portion of the valve. The equations that describe the relationship between these parameters are given in Servovalve, Hydraulic Equations. To understand the theoretical performance of a servovalve, these mathematical relationships must be understood.

Actuator The actuator part of the servoactuator has the same characteristics as any hydraulic actuator. See Actuator, Hydraulic Description for more information on actuator designs and characteristics.

Servovalve Flow Characteristics Plots of typical flow characteristics of a servoactuator are shown below. As stated above, flow characteristics are determined by the servo. Therefore, the orifice flow equation describes the flow characteristics. Several figures are shown below to highlight the behavior of servovalves. These figures represent a zero lapped servovalve, which are the most common in aerospace applications. Servovalves with overlapped or underlapped spools will have different flow characteristics around null (for further explanation see Servo, Hydraulic Description).

Figure 5 shows the relationship between control flow and load pressure. The shape of the curves is determined by the orifice flow equation,

(1) where i / imax is the applied current expressed as a ratio of maximum current, is the density, p is the pressure drop through the servo flow ports and q is the flow rate through the servo. The servo valve will have a higher gain around null then at the end of the spool travel.

Figure 5 Servo Flow Characteristics Control Flow vs. Load Pressure

Figure 6 shows the how control flow varies with input current. The relationship is linear for a constant p across the servo, as can be seen from equation (1). Also shown in Figure 6 is the effect of pressure drop through the servo. Similar to Figure 5, flow increases for higher p. Figure 6 represents an ideal servo, with no hysteresis or friction effects.

Figure 6 Servo Flow Characteristics Control Flow vs. Input Current

Figure 7 shows the effects of hysteresis on the ideal flow curve. As current is cycled from 0 to maximum positive value, then to maximum negative value, then back to zero, the control flow will follow the blue curve. Hysteresis results from electromagnetic affects in the torque motor as well as friction in the valve. The electromagnetic effects have a nonlinear characteristic where the width of the hysteresis loop varies with the input signal. Friction behaves more like a backlash nonlinearity which tends to be more constant over the range of movement (when moving at constant speed). Servovalve hysteresis is measured at slow speeds where valve dynamic (inertia) effects are negligible.

Figure 7 Servo Flow Characteristics Flow Curve with Hysteresis

The last curve, Figure 8, repeats the curve in Figure 7, but adds in a null bias offset. A null bias is created with an unbalanced spring on the servo. The spring will force the servo to not be centered (offset in one direction). A certain amount of torque motor current is required to offset the spring force, which has the affect of shifting the flow curve. In the example of Figure 8, 1 milliamp (positive) is required to hold the valve in the no flow (actuator stationary) position. The main reason for a null bias offset is when current is lost the actuator will be powered in a desired direction (usually to retract).

Figure 8 Servo Flow Characteristics Flow Curve with Hysteresis & Null Bias

Servoactuator Terminology
In the aerospace industry, the document that governs servoactuator design is SAE Aerospace Recommend Practice (ARP) 490. A copy of this document is available form Society of Automotive and Aerospace Engineers (SAE). Important definitions are provided below.

Control Flow - Flow through valve ports (to actuator). Control flow is referred to as no load flow when there is zero load pressure drop (i.e., pressure due to load on actuator piston is 0). Flow Gain - Slope of the control flow vs. input current curve in any specified operating region (see previous figures). Typically

this refers to the normal flow region which is outside of the null region and before saturation near the end of travel. Hysteresis - Difference in the valve input currents required to produce the same valve output during a single cycle of valve input current, expressed as a percent of rated current (see previous figures). A nominal value for hysteresis is 3% of rated current. Linearity - Degree to which normal flow curve conforms to normal flow gain line with other operational variables held constant. Load Pressure Drop - Differential pressure between control ports. Control ports are the ports to the actuator. Null - Condition where the valve supplies zero control flow at zero load pressure drop (actuator is held stationary at the null position). Null Bias - Input current required to bring the valve to null, excluding the effects of valve hysteresis. Null Region - Region about null where effects of lap in the output stage predominate. Null Shift - Change in null bias due to changes in supply pressure, temperature and other operating conditions, including wear. Polarity - Relationship between direction of control flow and direction of input current. Pressure Gain - Rate of change of load pressure with input current at zero control flow (psi/ma, for example). Rated Current - Specified input current (milliamp) of either polarity to produce rated flow. Rated Flow - Specified control flow corresponding to rated current and specified load pressure drop. Servovalve - A electrical input, flow control valve, which can provide continuous control. Output stage flow is a direct function of current. Stage - Any device where hydraulic amplification occurs in a servovalve. Three most common stages are flapper valve, jet pipe and spool valve. Servovalves can be singlestage or two-stage. In rare cases, a servovalve may have 3 stages.

Threshold - Increment of input current required to produce a change in valve output, expresses as a percent of rated current. A normal value of threshold is 1% of rated current.

Selecting a Servovalve or ServoActuator Servoactuators are inherently complicated with nonlinear behavior. In addition, servoactuators are associated with electronic controllers and closed loop position control loops. When selecting a servovalve or servoactuator a large number of factors need to be examined. From a performance perspective, the critical items to look at are covered in Servovalve, Hydraulic Sizing. Beyond performance factors covered in Servovalve, Hydraulic Sizing, other items would include Pressure Rating make sure valve is rated for your system pressure Temperature Rating valve should be rated for fluid temperatures and applicable environmental temperatures Rated Flow catalog data for servovalves will provide data for single operating condition which consists of flow rate, inlet pressure and applied current. This data is a design operating point for the valve and can be used for initial sizing studies. Rated Pressure - catalog data for servovalves will provide data for single operating condition which consists of flow rate, inlet pressure and applied current. This data is a design operating point for the valve and can be used for initial sizing studies. Rated Current - catalog data for servovalves will provide data for a single operating condition which consists of flow rate, inlet pressure and applied current. This data is a design operating point for the valve and can be used for initial sizing studies. Closed Loop System Interactions when using a servo in a closed loop system, the closed loop system interactions (both stability and closed loop performance) should be evaluated (see Servovalve, Hydraulic Position Control) Valve Materials should be sufficient to pass proof and burst testing, not be susceptible to corrosion and other environmental considerations, and not cause any problems under temperature extremes Failure Modes the main failure modes are servo valve jamming in any position from full closed to full open and a hardover command. Servovalves are normally closely monitored through the electronic controller for any abnormal behavior. Electrical Interfaces electronic controller output signals need to be compatible with torque motor requirements. Electrical connectors should be high standard (such as military standard) to prevent deterioration in service (which can lead to hardover failures). Envelope/Mounting servoactuator must fit in the available space and have mounting features that allow the unit to be mounted to primary support structure

Hydraulic Fittings hydraulic connections must be compatible. Inlet and outlet ports will often have different size connectors to prevent cross connecting hydraulic lines during installation.

Applications of Servoactuators Servoactuators will be used for any hydraulically actuated control where precise position or rate control is required. The most common application for servoactuators is on primary flight control surfaces. A servoactuator will be used on any primary flight control surface that is hydraulically actuated. On primary flight control surfaces, servoactuators will be part of an overall power control unit (PCU). More information on power control units can be found in Power Control Units, Hydraulic Description. Other applications for servovalves in commercial aircraft would be flap or slat control, spoiler panels and nosewheel steering. On military applications, servovalves can be used to control many other systems on the aircraft such as thrust vectoring.

Servoactuator/Servovalve Qualification See Qualification - Hydraulic Components for discussion on servovalve and servoactuator qualification and required certification testing.

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