ABSTRACT
Additional future
requirements for automobiles such as improved vehicle dynamics control;
enhanced comfort, increased safety and compact packaging are met by modern
electrical steering systems. Based on these requirements the new functionality
is realized by various additional electrical components for measuring, signal
processing and actuator control.
However, the
reliability of these new systems has to meet the standard of today's automotive
steering products. To achieve the demands of the respective components (e.g.
sensors, bus systems, electronic control units, power units, actuators) the
systems have to be fault-tolerant
And/or
fail-silent. The realization of the derived safety structures requires both
expertise and experience in design and mass production of safety relevant
electrical systems. Beside system safety and system availability the redundant
electrical systems also have to meet economic and market requirements. Within
this scope the paper discusses three different realizations of electrical
steering systems
Ø
Electrical power steering system
(mechanical system with electrical boosting)
Ø
Steer-by-wire system with hydraulic
back-up and
Ø
Full steer-by-wire system
The paper presents
solutions for these systems and discusses the various advantages and
disadvantages, respectively. Furthermore strategies for failure detection,
failure localization and failure treatment are presented. Finally the various
specifications for the components used are discussed.
INTRODUCTION
In this paper the technical solutions and
safety aspects of various electrical steering systems are described. For car
manufacturers and end customers the use of electrical steering systems offers
many advantages concerning flexibility, enhancement of familiar steering
functions and the introduction of innovative steering functions. New steering
functions, which are even coupled with automatic steering interventions, call
for an adaptation of regulations concerning the approval of steering equipment.
Development and production of the next generations of electrical steering
systems up to purely electrical steering systems create high safety demands on
components and systems. Reliable and safe electrical steering systems can be
realized by using appropriate safety techniques for these new systems and their
components combined with the know-how of safety relevant vehicle systems. At
the same time the transition to purely electrical steering systems will take
place step by step via systems with mechanical or hydraulic backup.
ELECTRIC POWER STEERING SYSTEM
The electric power
steering system combines a mechanical steering system with an electronically
controlled electric motor to a dry power steering. The hydraulic system, which
so far delivered the steering boost, is substituted by an electrical system.
For this, a torque sensor measures the steering wheel torque and an electronic
control unit calculates the necessary servo torque. This is delivered by an
electric motor in such a way that the desired torque curve at the steering
wheel is created. Depending on the necessary steering forces the electric motor
engages by a worm gear at the steering column or at the pinion and for high
forces directly at the rack by a ball-and-nut gear. In figure 4 the
pinion-solution is represented, which is intended for middle class vehicles.
The components involved in the electrical power steering are besides the
mechanical steering components: Electric motor, electronic control unit, power
electronics, steering wheel torque sensor and CAN data bus to other systems.
The electrical power steering system offers large benefits compared to the
hydraulic power steering. Apart from about 80% lower energy consumption the
omission of the hydraulic fluid increases the environmental compatibility. The
electrical power steering is delivered to the car manufacturer as a complete
system module ready-to install. The adaptation of the servo power assistance to
certain vehicle types as well as the modification of the control strategy
dependent on different parameters and vehicle sizes are easily and rapidly
feasible.
From the safety
point of view as with the other power steering systems due to failures in
electrical components, again the steering boost can be impaired, here by faults
of components of the electrical servo system. The steering system’s
unintentional self-activity as well as too strong steering boosts is to be
concerned as new potential safety critical effects, which must be avoided by
appropriate countermeasures.
FUTURE STEERING SYSTEMS
The main feature
of future steering systems is the missing direct mechanical link between
steering wheel and steered wheels. With such a steer-by-wire steering system the missing steering column’s function must
be reproduced in both directions of action. In forward direction the angle set
by the driver at the steering wheel is measured by a steering angle sensor and
transferred with the suitable steering ratio to the wheels. In reverse
direction the steering torque occurring at the wheels is picked up via a torque
sensor and attenuated respectively, modified fed back to the driver as a
counter torque on the steering wheel.
First, steering
wheel module and steering module are implemented with familiar components of
mechanical and electrical steering systems, like: Steering wheel, gearbox,
electrical motors, rack. The operational principle is, however, in principle
open for more futuristic designs like side stick operation on the driver’s side
and single wheel steering on the wheel side. While in systems with mechanical
connection in the case of electrical errors only the steering boost is
concerned, corresponding measures must be taken with steer-by wire systems that
in case of any electrical failure steering control is always guaranteed.
ADVANTAGES
OF STEER-BY-WIRE SYSTEMS
Steer-by-wire is a
universal actuator for automatic steering intervention. For
vehicle dynamic steering intervention a steering angle actuator is needed which
does not affect the steering wheel while rapidly correcting the vehicle wheels.
On the other hand, a torque actuator will be needed for automatic lateral guidance
interference and future steering systems of autonomous driving, thus imparting
a superimposed torque onto the steering wheel and letting the driver with that
know the intended direction, evaluated by the lateral guidance control system.
Steer-by-wire meets both requirements ideally.
Along with "drive by wire” and "brake by wire“it provides the
condition to materialize vehicle dynamics and comfort oriented automatic
controls in one system.
SYSTEM
STRUCTURE OF ELECTRICAL
POWER STEERING
Functional
description
In an electrical
power steering system the steering torque initiated by the driver Fig. 4.1 is
measured by a steering wheel torque sensor and is fed into an electronic
control unit. The latter then calculates along with the driving speed a
reference torque for the steering motor, which, however, can optionally also
depend on the steering angle and steering angle velocity. By means of the
calculated reference torque the currents of the steering motor are actuated.
Fig. 4.1 shows the pinion-type realization, where at the pinion the electrical
torque is superimposed to the torque initiated by the driver. In further
versions both torques can be superimposed either on the steering column or on
the rack. In case of a failing electrical component of this steering system the
non-boosted mechanical intervention by the driver is maintained.
Safety
features
The system’s
fail-safe behaviour concerning electrical faults is accomplished by detecting
and evaluating all electrical failures. In case of major electrical faults the
electrical power steering system is switched off. Sensor failures or failures
in the electronic control unit might be considered as an example, resulting in
an unintentional self-activity of the steering or in a too strong steering
boost. Risks of that kind are avoided by an effective monitoring strategy where
failures are detected on time and the power steering system is switched-off.
One detection method for this constitutes checking sensor signals and motor
currents for plausible system conditions on a second path.
SYSTEM
STRUCTURE OF STEER-BY-WIRE SYSTEM WITH HYDRAULIC BACKUP
Functional
description
The steer-by-wire
system with hydraulic backup is shown in Fig.4.2. The
system consists of components at the steering wheel and at the vehicle wheel
level, an electronic control unit and a hydraulic backup. Steering wheel motor
and sensors for the steering wheel angle and the steering wheel torque are
arranged at the steering wheel. These components identify the driver’s desire
and reproduce the return forces to the steering wheel, which are transferred to
the steering wheel by conventional steering systems. These feedback forces are
important to gain a safe feeling while driving. At the vehicle wheels side the
system consists of an electric motor directing the mechanically coupled wheels
via a gear and a rack, and of sensors to measure angles and torques. The
electronic control unit registers periodically all sensor values, processes
them via efficient control algorithms and supplies the control signals to
actuate the motors. Via a serial data bus, the electronic control unit
communicates with a vehicle guidance unit, which coordinates the superior
steering interventions, e.g. to improve vehicle dynamics. This unit at the same
time constitutes an interface to the driver information system, and to
additional control units for engine and brakes. It can also be divided into two modules
arranged close to the steering wheel and steering motor, and connected to a
data bus system for communication. A closed hydraulic unit, consisting of a
hydraulic pump at the steering wheel and a plunger on the vehicle wheel level,
constitutes the backup. Both sides of these components are connected with each
other by hydraulic lines. During normal operation the plunger is bypassed. In
case of failure, the fail-safe switching valve actuated by the electronic
control unit will close the bypass. Thus, via the hydraulic backup, the
steering actuator can be operated by means of the steering wheel.
Without electric current, the switching valve must be closed. In case of
failure of the 42V vehicle electrical system thus the hydraulic bypass is
automatically closed and the backup safely activated. If the steering wheel
motor can still be controlled during backup operation it can be adequately
actuated to support power steering. The increased pressure needed to operate
the hydraulic backup is provided by means of a small pressure reservoir with
check valve. This pressure accumulator compensates the leakage, which occurs
during the vehicle lifetime. The pressure within the backup level is
continuously monitored by a pressure or displacement sensor.
Safety
features
The system’s
fail-safe behaviour concerning electrical faults is accomplished by detecting
and evaluating all electrical failures. According to the respective importance
of the fault the functionality of the system is reduced. In case of major
electrical faults the electrical steering system is completely switched off and
the switching valve is safely actuated, establishing a firm hydraulic link
between steering wheel and the vehicle wheels. On the hydraulic backup level
vehicle dynamic intervention is no longer possible.
SYSTEM STRUCTURE OF THE PURELY ELECTRICAL STEER-BY-WIRE SYSTEM
Functional description
The reduced safety by omitting steering column and hydraulic backup is
compensated by higher demands on the safety structure of electrical and
electronic components. Again, the system consists of components at the steering
wheel, on the vehicle wheel level, and it comprises a control unit and a 42V
vehicle electrical system. In this case this must be implemented as a safe 42V
vehicle electrical system containing
additional elements for the diagnosis of charge condition, as well as for the
disconnection of batteries.
The steering wheel motor and sensors indicating steering wheel angle
and steering wheel torque are arranged at the steering wheel. These components
identify the driver’s desire and reproduce the return forces transferred to the
steering wheel. For a safe acquisition of steering wheel position two redundant
steering angle sensors are used. Power stage and power supply for the steering
wheel motor are likewise redundant. In order to exert a return force on the
steering wheel in case of a defective steering motor a torsion spring is
available to generate the return torque. Optionally a second steering wheel
motor can be used in order to redundantly generate the return torque. On the
vehicle wheel level the system is equipped with a redundant set of electric
motors and redundant sensors measuring angles and torques.
The electronic control unit is designed fail-safe in terms of
redundant power supply, signal processing and power actuation. Sensor values
are identified periodically and redundantly, further processed via matched
control algorithms and the calculated actuation signals are supplied to the two
steering motors as well as the steering wheel motor. As to the link between the
electronic control unit and the vehicle guidance unit as well as dividing the
functions of these components to the decentralized units the explanations are
in accordance with what has been described earlier referring to the
steer-by-wire system with hydraulic backup.
Safety
features
Failure tolerance
is required in these areas: sensors, electronics, actuators, vehicle electrical
system and data transmission. This is accomplished by appropriate redundant
structures. The fail-safe behaviour against electric faults is to be ensured by
a complete detection and locating of all electric failures. Locating a
defective channel during signal detection or signal processing requires
majority decisions. The needed redundancy is achieved either by hardware
components or by including additional processing variables of the same kind.
The defective channel is then switched-off consequently. In spite of electrical
faults both steerability and vehicle dynamic interventions are ensured on
account of the redundant system structure.
CONCLUSION
This
paper presents various types of electrical steering systems and their safety
aspects. The electro hydraulic power steering does no longer operate the
hydraulic pump via a V-belt drive from the internal combustion engine. Rather,
an electric motor is used, yielding energy savings and flexibility of
installation. Electrical power steering pursues this trend and offers additional
advantages since no hydraulic system is required. A steer-by-wire system with
hydraulic backup and a purely electrical system were discussed.
Future innovative
steering functions, such as vehicle dynamic interventions, collision avoidance,
individual wheel steering, tracking assistance, automatic lateral guidance, and
finally autonomous driving functions will be implemented in a system compound
of various vehicle systems. Future steering systems will thus have to be
integrated into a system compound, in terms of interfaces and functions. The
steer-by-wire principle becomes absolutely necessary when those innovative
functions are to be achieved. The transition to purely electrical steering
systems will proceed step by step, both for safety reasons and acceptance by
the customer. The path will lead from electrical power steering via a
steer-by-wire system with a hydraulic or mechanical backup towards purely
electrical steer-by-wire systems.
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