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Abstract: The object of this investigation is to propose a procedure for the parameter identification
of a steering system, processing experimental measurements obtained on a test bench by means of
a developed software. This allows the isolation of a set of parameters and the performance ratings
of a steering system with an objective approach. The adopted approach overcomes problems of
repeatability of the test, influence of driver style, and feelings associated with the subjective drivers
evaluation method.
In this paper a two degrees of freedom (dof ) model dependent by synthesis parameters is used.
The model has been developed in Simulink environment, both for hydraulic and electrical power
steering systems. The experimental data, obtained by an ad hoc collected set of measurements, are
used to identify the parameters in two steps. A set of parameters is first computed by means of a
simple signal processing procedure. Then, the model is controlled by an optimization tool, which
varies the parameters values in order to reach the best fitting between experimental data and model
output. Identification leads to a complete characterization of the steering system. In particular, the
following parameters are identified: steering ratio, torsional stiness, power-steering characteristic
curve, friction forces, and damping.
Keywords: identification, steering system, hydraulic power steering, electrical power steering (EPS)
NOTATION
C
a
C
b
C
SW
F
a
F
r
F
s
I
SW
K
t
M
r
x
d
SW
t
q
The MS was received on 9 April 2003 and was accepted after revision
for publication on 7 May 2004.
* Corresponding author: Dipartimento di Ingegneria Meccanica, Tor
Vergata University, Via del Politecnico 1, 00133 Rome, Italy. email:
reccia@ing.uniroma2.it
D05403 IMechE 2004
1 INTRODUCTION
The steering system is the main way for a driver to feel
the handling behaviour of a car. During the cornering
manoeuvre the driver applies a torque to the steering
wheel and simultaneously feels on his or her hands the
tyre forces. Perceived feedback gives the confidence
needed to drive in safety. However, even in less favourable conditions, such as parking, modern vehicles require
very little eort to turn the steering wheel. The current
state of the art records three solutions adopted by automotive car makers for vehicle steering: (a) steer-bywire; (b) hydraulic power steer; and (c) electric power
steer. The last two have the same mechanical lay-out
(depicted in Fig. 1) but dier by the elements of the
power assistance unit.
784
2 MODELS DESCRIPTION
In this work two similar software models have been
developed respectively for the HPS and EPS systems.
Both models depend on a limited set of lumped parameters. Several reasons justify the level of detail employed.
As observed in [10], the guideline to choose the order
of the model is to tune the number of masses and stiffness depending on the frequency domain of interest. The
frequencies of the cyclic bench manoeuvres used in this
work involve parameters that influence almost-static
response (0.01 Hz test) and dynamic response (1 Hz test)
separately. Furthermore, as will be explained later, the
optimization tool is based on the search for the minimum error in terms of dierence between measured data
and model output. The MatLab code devoted to this
task works in a satisfactory manner with few uncoupled
parameters. In the presence of a large set of unknowns
the use of a dierent identification technique is needed.
The steering system can be divided into two parts: the
first one includes the steering wheel and the steering
column; the second one the rack-pinion steering gear,
the lever arms, the tie rods, and the wheels. The two
parts are joined by the torsion bar (or by the torque
sensor, for an EPS). Therefore, the system is composed
of rigid bodies, connected by an elastic element, and
the theoretical model has two dof. The stiness characteristic of the elastic element is represented by a bi-linear
curve, to take into account the limit stop. The eect of
the cardan joints and the dierence between left- and
right-wheel steer angle, under the hypothesis of small
angles, are neglected. Thus, the steer ratio is considered
constant. In this work a vehicle equipped with a powersteer motor on the column was considered. Since the
torque sensor is placed between the steering wheel and
the motor, equations are formally identical for EPS and
HPS.
The equilibrium equations take the form
I d =C C C
SW SW
SW
b
a
C
Mx = b +F F F
s
a
r
r
(1)
(2)
785
F=mx
2
dF
F
(6)
=kx 1 sgn(x)
dt
F
o
where F is the friction force (or torque), F is the
o
hysteretic value of the friction force (or torque), x is
the velocity of the rack (or the angular velocity of the
column), and k is a coecient that relates the velocity
to the friction.
Both HPS and EPS software models have been
developed using the block representation available in
Simulink environment [12] (see Figs 3 and 4). The
models are mainly based on equations (1) and (2). Time
histories of steering-wheel angle and wheels torque are
the input data. The feedback torque and the wheel
angles are then computed. All the blocks depend on the
parameters to be identified. Every coecient can be set
by a MatLab script or directly in a Simulink model.
In order to increase the readability of the model, subsystems have been masked in rectangular block. For
instance Rack block in Fig. 3 contains the blocks needed
to integrate equation (2), as can be seen in Fig. 5.
During experimental tests the steering wheel is removed
to connect an hydraulic motor to the steering column.
The motor drives the system imposing a constant speed
motion. Thus the inertia of the steering wheel is neglected.
Proc. Instn Mech. Engrs Vol. 218 Part D: J. Automobile Engineering
786
3 EXPERIMENTAL MEASUREMENTS
The handling division of CRF has developed a methodology to evaluate steering characteristics by means of
bench tests. This kind of test can be executed without
disassembly of mechanical parts and oers several
advantages. First of all it is possible to evaluate the performance of a subsystem of the vehicle, in this instance
the steering system, uncoupling it from other parts such
as tyres, suspensions, brakes, etc. Moreover, it is possible
to perform the test with the engine turned on or o, to
investigate the influence of power steering. Finally, a test
bench has better repeatability features than a road test,
which is aected by environment variables and driver
personal style.
The experimental lay-out is shown in Fig. 6. The car
is clamped in the frontal part of the chassis; the front
wheels lay on appropriate plates that permit them to
Proc. Instn Mech. Engrs Vol. 218 Part D: J. Automobile Engineering
787
4 PARAMETERS IDENTIFICATION
As discussed earlier, the parameters identification is split
into two phases. The first one is based on a numerical
approach to the experimental signals. The second one
D05403 IMechE 2004
788
wheel angle. The torsion bar deformation remains constant. Hence FC and DE strokes are characterized by a
constant slope. The value of this slope, assessed interpolating experimental data, equals the steering ratio.
The torsional stiness of the HPS torsion bar (or
of the EPS torque sensor), is obtained computing the
dierence of slope of FC (and DE) strokes (see Fig. 10)
for the measurements gathered in loaded wheels test and
free wheels test. The details of the procedure are outlined
in Appendix 1.
The half width of the steering wheel angle versus feedback torque cycle (in Fig. 11 the diagram relative to
engine o and free wheels test is depicted) assessed by
the AB stroke length, gives information about the whole
friction in the steering system. Since C and F represent
o
o
the constant (dry) friction term, respectively on steering
column and rack, assuming the pinion radius is equal
to r, AB length is equal to AB=C +F r. Calculating
o
o
this quantity in both engine on and engine o tests it is
possible to define the upper and the lower limits for the
whole friction AB. In fact, with the engine on, the width
of the friction hysteresis is reduced by the eect of the
power steer, which works against the friction downstream of the pinion. Furthermore, the friction measured
is lower because of the eect of the vibrations (even
though the car is stationary).
Hence, the values of AB quantity in the two cases
discussed permit the definition of a boundary suitable
to constraint friction parameters in the identification
procedure.
Identification procedure is coded in a MatLab script
in the following five steps:
1. Setting of the parameters deduced by means of signal
processing.
2. Definition of a trial value for the parameters to
identify.
789
t, K , AB
b
t, K , C , F , K , F = f (C )
b o o c s
b
d
, d from 0.01 Hz, engine o, free wheels test
Wheel SW
d
, d from 0.01 Hz, engine o, free wheels and loaded wheels test
Wheel SW
C , d from 0.01 Hz, engine o, and engine on, free wheels test
SW SW
C , d from 0.01 Hz, engine on, loaded wheels test
SW SW
C , d from 0.5/1 Hz, engine on, loaded wheels test
SW SW
Figures 12 to 16 show the comparison between experimental measurements and the numerical output obtained
from the Simulink models once all the parameters have
been identified.
EPS
t=1/16.01=0.0625
K =1.073 Nm/
b
C =0.0300 Nm
o
F =184.7 N
o
K =0.0449
c
t=1/16.85=0.0593
K =0.6879 Nm/
b
C =0.05 Nm
o
F =285 N
o
K =0.02
c
F=c C +c Cc3
1 b
2 b
m =0.0136
v
a=2.14
m =2661.8
c
b=1.95
c =0.29
1
c =1.22
2
c =1.68
3
Normal
c =0.21
1
c =0.34
2
c =1.84
3
Speed
60 km/h
100 km/h
120 km/h
0.05
0.015
0.09
m =0.002
v
a=0.5
m =10
c
b=0.5
Active damping
C=c C
ad SW
City
ad
790
5 CONCLUSIONS
In this investigation the problem of the characterization
of the automobiles steering system has been addressed.
An experimental-analytical procedure to identify the
parameters of a model, suitable both for HPS and EPS,
has been developed and implemented in a software tool.
In particular, the two dof model takes into account static
D05403 IMechE 2004
and dynamic frictions, torsion bar/torque sensor stiness, power-steer characteristic, and also active damping
and operation program (city, normal) selected for
EPS.
The identification tool requires, first, experimental
data collected with a test bench. Then a numerical procedure simulates the static and dynamic behaviour of
the steering system. The numerical results are in good
agreement with experimental data for quasi-static tests
and in satisfactory matching for dynamic test of HPS.
It can be concluded that the proposed models are suitable for investigation steering system behaviour, for
reverse engineering applications, and also for tuning,
benchmarking, or diagnostic of actual steering systems.
REFERENCES
1 Park, Y. and Jung, I. Semi-active steering wheel for steerby-wire system. In Proceedings of the ATTCE Congress,
volume 6, Barcelona, 2001.
2 Oh Se Wooh, Park Tong-Jin and Han Chang Soo. The
design of a controller for the steer-by-wire system. FISITA
Congress, Helsinki, 2002.
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Paper No. 830998, June 1983.
4 Nakayama, T. and Suda, E. The present and future of
electric power steering, JSAE Rev., October 1990, 11(4).
5 Amberkar, S., Kushion, M., Eschtruth, K. and Bolourchi, F.
Diagnostic development for an electric power steering system.
SAE Technical Paper No. 2000-01-0819, January 2000.
6 Okamoto, K., Chikuma, I., Saito, N. and Miyazaki, H.
Improvement of drivers feel of electric power steering, SAE
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10 Badawy, A., Zuraski, J., Bolourchi, F. and Chandy, A.
Modelling and analysis of an electric power steering system.
SAE Technical Paper No. 982878, January 1999.
11 Dahl, P. A solid friction model. Technical Report
TOR-0158(3107-18), The Aerospace Corp., El Segundo,
California, 1968.
12 The MATHWORKS Inc. SimulinkDynamic System
Simulation for MATLABUsing Simulink Version 4, The
MATHWORKS, November 2000.
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APPENDIX 1
(8)
dC
b
dC
r
(9)
Considering steering-wheel, angle-front wheels angle diagram for 0.01 Hzengine-o test. For the free-wheels
test the slope of DE and FC stroke (see Fig. 10) is
dd
dd
SW $ b
dd
dd
r l
r
(10)
dd
dd +dq
SW = b
dd
dd
r r
r
(11)
dd
dd
dq
SW SW =
dd
dd
dd
r r
r l
r
(12)
791
(7)
1
dC
K =t r
b
dd dd
dd
r
SW SW
dd
dd
r r
r l
(13)
792
The terms
dC dd
r , SW
dd dd
r
r r
and
dd
SW
dd
r l
obtained interpolating the wheels angle-wheels torque
and steering-wheel, angle-wheels angle diagrams (steering