B.4.1 Why Feedback is Required ..................................................................................................90
B.4.2 Open Loop, Gain Margin and Phase Mar gin, Bandwidth and Stability .......................91
B.4.3 P, PD, PI and PID Controllers..............................................................................................92
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Chapter 1: Introduction
The SimplIQ documentation and support software is divided into the following
areas:
Usage Phase Document Tool
Exploratory Sales documents for SimplIQ and Bell
Planning/configuration SimplIQ for Steppers Sizer configurat ion
tool
Decision/ordering Elmo Catalog and website
Installation/assembly Device specific installation guide, e.g.
Bell Installation Guide
Commissioning and Getting Started This guide
Composer Guide
5
Usage/operation SimplIQ for Steppers Command Reference
Manual
SimplIQ Programming and Language Guide
SimplIQ for Steppers Application Note
DS301 document
DS402 document
The diagram below shows the SimplIQ for Steppers documentation set:
As depicted in the previous figure, this Getting Started & Tuning guide is an
integral part of the Bell documentation set, comprising:
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
The SimplIQ for Steppers Command Reference and the SimplIQ for Steppers
Application Note, which describe in detail each software command used to
manipulate the Bell motion controller.
The SimplIQ Programmin g and Lang uag e Manua l, which includes explanations of
all the software tools that are part of Elmo’s Composer software environment.
The Bell Stepper Drive Installation Guide, which describes, in detail, th e dif fe ren ces
that have been introduced by the Bell to SimplIQ to cover 2-phase motors and
steppers.
The SimplIQ for Steppers Getting Started Guide, which describes how to set up and
tune the stepper drive.
Note that this documentation does not contain all the information for all product
types and cannot take into account every possible aspect of installation, operation,
or maintenance.
Support Software
This Getting Started manual relies heavily on the Composer and Conductor tools.
The Composer is a support program by Elmo for SimplIQ.
6
The Composer supplies the basic services for communicating wi th driv es and
collecting data from them.
The Conductor is a tuning tool developed by Digi tal Feedback Technol ogies. The
Conductor enables the SimplIQ parameters to be tuned.
The Conductor is normally called from the Composer environment.
Audience and Objective
This document is intended for machine manufacturers, commissioning engineers,
and service personnel who use the SimplIQ drive system.
It is intended to make you familiar with the software environment provided for
SimplIQ. With this environment, you will be able to set up your drive with relative
ease.
This manual is intended to give you a solid starting point. Once you understand the
environment's core logic, you can work efficiently by referring to the online help. In
addition, there is a lot of relevant information in other the manuals of the
documentation set.
Prerequisite
This manual assumes that you installed the drive correctly according to the Bell
Stepper Drive Installation Guide.
Danger and Warning Symbols
The following danger and warning notices are used in this document:
Danger:
This symbol indicates that death, severe personal injury, or
substantial property damage may result if proper precau tions are not
taken.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Caution (With or without a warning triangle, according to severity):
This symbol indicates that minor personal injury or property damage
may result if proper precautions are not taken.
Note:
This symbol highlights supplementary information
This symbol indicates that the topic is normally handled
automatically by support software, and the material is only given for
enhanced understanding.
1.1 Qualified Personnel
For this document, Qualified Personnel means:
For devices that are 60 V or less: someone familiar with the drive, following a
training course, after reading material, and with adequate technical education.
For higher voltage drives it has the additional meaning of someone licensed to
deal with electricity of the relevant voltage and power, according to local
regulations.
Up-to-date information about our products can be found on the Internet at the
following address:
www.elmomc.com
7
ESD Notices
Caution:
The SimplIQ drives are Electrostatic-Sensi ti ve Devices (ESD). Thi s
means that handling them incorrectly may damage them. Please
carefully read the ESD precautions in the Installation Guide.
Danger:
All the devices must be installed according to the device-specific
Installation Guide. Special attention must be given to earth
grounding and for high voltage connections and insulations.
Before dealing with a device, verify it is in the proper condition, and
that it is not damaged mechanically or electrically.
1.2 Working with this Document
We recommend new users to:
Thoroughly read Chapter 2: Elements
Go through Chapter 3: Getting Started
Chapter 4: Advanced Control Tuning
can exploit the extra flexibility of the SimplIQ environment beyond the "Getting
Started" level.
.
.
is for experienced control practitioners, who
The appendices give more general data on the linear system and on manual tuning.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Chapter 2: Elements
This section deals with the most basi c concepts of dr iv e commi ssi oning:
Communication
Application programming
Firmware
The Conductor Wizard
2.1 Establishing Communication with a Drive
When you open the Composer it tries to communicate wit h the driv e. The
communication may be one of the following:
RS-232
CANopen
The Composer application can be connected simultaneously to more than one
drive. In this manual we focus on single drive connections.
8
The Composer can communicate with multiple drives and define a network
setup. For further details, refer to the Composer online help.
When you open the Composer, the following window opens:
Figure 1: Starting the Composer
Click Open Communication Directly. The following window opens:
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9
Figure 2: Composer connecting window
Ignore the Application Name field.
Look at Last Successful Communication Properties. If the properties listed there
are as required, click Finish. Otherwise, click Properties:
For RS-232 you need to set the number of the COM port in use, the baud rate
and the parity. The communication is always 8 bits in a byte, and it has one stop
bit.
For CAN you need to set the ID and the baud rate. In addition, you will have to
select the CAN adapter from the supported types.
Then click Finish. The Composer opens to the main window:
Figure 3: The main Composer window
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
The Smart Terminal lets you enter commands manually – please refer to the
SimplIQ for Steppers Command Reference Manual. To send a command, type it
in the Enter Command field and click Send.
Notes:
At the connection step you need to know the drive communication param eters.
It is possible to change the drive communication parameters only later, after
communication is established.
If you do not know the CAN ID, you may either:
oConnect first with RS-232, then ask for PP[13] (can ID) and PP[14] (CAN
baud rate).
oUse the DSP 305 protocol to find out the drive parameters (you will need
your own CAN application for that).
The drive stores a lot of information about itself internally and this enables
the Composer to interact with a multitude of drive types. When a Composer first
meets a drive version it uploads this internal information. You will see the
following window:
10
Figure 4: Uploading personality data
The next time you contact the same drive version, the Composer already has all
its personality data stored and will not ask you to wait again.
If the drive lost its software, for example by a power-down during firmware
downloading, it will withdraw to a very limited default, or "boot" software. With
this boot, it is only possible to download the new firmware version. The
communication parameters in the "boot" state are fixed (not affected by any user
setting):
Baud rate of 57600 and no parity for RS-232.
Baud rate of 500000 and CAN ID of 127 for CAN.
After you set the correct communication parameters, you will see the following
message:
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Figure 5: Boot software message
Click Yes to open the windows related to downloading the firmware.
2.1.1 Changing the Communication Parameters
2.1.1.1 Changing the RS-232 Communication Rate and
Parity
First set the desired parameters in the Composer smart terminal:
Setting PP[2] and PP[4] alone does not change the communication setting, so the
Composer can continue communication with the drive.
Write, for example, PP[2]=5. This is a requirement for a baud rate of 115200/sec.
Next write PP[2]=1. This is a command to accept the new setting. Almost
immediately, you will see:
Figure 6: Communication disconnect message
This is because you changed the baud rate so the communications from the
Composer fail. Click Yes to disconnect, than re-open communication by clicking
Connect.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Figure 7: The Connect button, circled in red
Next select the new baud rate using the Properties button (See Figure 2).
When the Composer Smart Terminal re-opens, you may use the SV command to
make the new baud setting permanent.
2.1.1.2 Changing the CAN Communication Rate and ID
First set the desired parameters in the Composer smart terminal:
Setting PP[13] and PP[14] alone does not change the communication setting, so
the Composer can continue communication with the drive.
Write, for example, PP[13]=5. This is a requirement for the node ID of 5. Next write
PP[2]=1. This is a command to accept the new setting. Almost immediately, you will
see:
Figure 8: Communication disconnect message
This is because you changed the baud rate so the communications from the
Composer fail. Click Yes to disconnect, than re-open communication by clicking
Connect.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Figure 9: The Connect button, circled in red
Next select the new baud-rate using the Properties button (see Fi gure 2).
When the Composer Smart Terminal re-opens, you may use the SV command to
make the new baud setting permanent.
2.2 Application Parameters and Programming
When you commission a drive, you create an Application. An Application refers
to the entire data set you download and store into the drive. The application
includes:
Parameters to store permanently in the drive, such as controller coefficient s.
User programs: please refer to the SimplIQ Programming and Language Guide.
13
The Composer packs all the non-volatile parameters and the User Program in a
single file, with the .dat extension.
The Composer can later use this .dat file to program many amplifiers to the same
parameters and User Program.
2.2.1 Flash, RAM and Tables
The drive contains the following memory types:
Memory Type Used for
Serial Flash Non-volatile This flash stores all the non-volatile
parameters, as well as the User Program
Table Flash Non-Volatile This high speed flash stores the motion
correction tables for real-time use.
The data in the Table Flash must be an
identical copy of the data in the serial flash.
RAM Volatile Stores a volatile copy of the serial-flash
parameters for real-time high-speed use.
When the drive powers-on, it loads the RAM as a copy of the table flash.
It also compares the Table Flash with the Serial Flash. If the contents are not-
equal, you will not be able to start the motor until the situation is corrected.
When you communicate with the drive the parameters you modify are in the
RAM. When you write, for example, KI[1]=1, you update the copy of KI[1] in the
RAM. The parameter KI[1] has a copy in the serial flash which remains as is.
When you want to synchronize the RAM and the serial flash, you can:
Use the SV command to copy the entire RAM contents into the serial flash (for
example, after you tuned some parameters).
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Use the LD command to copy the entire Serial Flash contents into the RAM.
When you want to synchronize the Table Flash and the Serial Flash, use the SI=1
command.
Notes:
The SV, LD, and SI commands work on an entire data set. There is no way to
save some of the parameters and not save others.
SV does not automatically synchronize the Tabl e Flash because Tab le Fl ash
synchronizations take a long time. Table Flash synchronizations are carried out
very rarely.
2.2.2 Creating an Application File
In this Section we will create an application file in the PC computer.
From the menu select File>Save Application.
The Composer will prepare to pack all the parameters and the User Program into
an application file. It displays the following message:
14
Figure 10: Save application message
The Composer uploads the parameters directly from the serial flash. It enables
you to synchronize the parameters in the Serial Flash to the copy in the RAM
<Yes>, or to skip synchronization <No>.
After this enter a file name.
2.2.3 Downloading an Application File
In order to distribute an application from a data file to a driver, do the following:
From the menu select File>Open Application. The following wind ow opens:
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MAN-BELGS (Ver. 1.1)
15
Figure 11: Open Application window
Upon selection, look at the Communication Info data box. Verify that the
communication parameters there are correct, or click Change to edit them.
Then click Download to complete the downloading.
After downloading, the Serial Flash and the Table Flash may become non-
synchronized, and in this case you need to enter SI=1 at the smart terminal in
order to complete the synchronization.
2.2.4 Observing the Contents and Editing an Application
File
The Composer has a tool called the Application Editor.
2.3 Firmware
This section deals with keeping the drive software version up-to-date.
The drive must be loaded with the correct software to operate. You will normally
receive the drive loaded with the correct software from the dealer. Firmware
upgrades are, however, available from time to time. You can download the latest
firmware from the Elmo web site. It is a text file with the .abs extension.
2.3.1 Version Verification
For version verification, use the VR command. It should return something like
Bell 2.02.07.21 10Dec2007. You can compare this string with the latest available
firmware at the Elmo web site.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
2.3.2 Normal Firmware Download
In the Composer Smart Terminal, select Tools>Firmware Download. The
following window opens:
Figure 12: Download firmware window
Use the Browse button to select the firmware .abs file, and then click OK.
The firmware starts to load, and you can watch the progress bar:
16
Figure 13: The Firmware progress bar
The firmware is internally divided into a few sections, and you can observe the
part that is currently being loaded. The first part is "Firmware downloading" and
the last part is "Extended firmware downloading".
When it has finished loading, a message asks you to reboot the drive by
disconnecting it from the electricity.
2.3.3 Abnormal (from Boot) Firmware Download
If the drive lost its software, for example by a power-down during firmware
downloading, it will withdraw to a very limited default, or "boot" software. With
this boot, it is only possible to download the new firmware version. The
communication parameters in the "boot" state are fixed (not affected by any user
setting):
Baud rate of 57600 and no parity for RS-232.
Baud rate of 500000 and CAN ID of 127 for CAN.
After you set the correct communication parameters, you will see the following
message:
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Figure 14: Firmware message
2.4 The Conductor Wizard
2.4.1 The Conductor Tabs
The Conductor is the main tool for tuning the SimplIQ control functions.
17
Figure 15: The Conductor window
The Conductor manages some experiments for the tuni ng curr ent and mot ion
controls. You have a lot of flexibility in managing the experiment, but you do not
need to be an expert.
A color code defines which parameter fields you may leave as is, and which require
your attention and understanding – refer to the figure below.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
18
Figure 16: User editable fields in a tuning experiment
2.4.2 The Expert List
The Expert list is a tool for observing and editing the drive parameters. It gives
extra flexibility for the experienced user, and it lets you track which drive
parameters you changed and how.
Expert lists and the Conductor wizards work with the parameters in RAM
only. Your work is volatile (will disappear at the next power-on or LD
command), until you click Save in Flash in the Database tab.
When you open the Expert List using the Expert list button
following:
, you see the
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MAN-BELGS (Ver. 1.1)
19
Figure 17: Expert list window
Here you see, and may edit (simply by clicking the value), each of the parameters
that this wizard pad controls.
The Expert List finds which parameters relate to a given Conductor tab using a
keyword; Conductor tabs use keywords that are delimited by $ signs at both
ends.
You can, however, select another keyword from the list, or type a keyword
manually. Then click Search
.
If the Expert List detects a change when you exit, it will display:
Figure 18: Expert List exit comparison
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
2.4.3 Accepting a Change of Parameters
When you change drive parameters with the Conductor, and you exit a tab, the
conductor displays an exit comparison, as in Figure 18.
After confirmation, the parameters are accepted and cannot be restored by the
Conductor.
Expert lists and the Conductor wizards work with the parameters in RAM only.
Your work is volatile (will disappear at the next power-on or LD command),
until you click Save in Flash in the Database tab.
20
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Chapter 3: Getting Started with
Sensors and Motion Control Setup
3.1 Introduction
Tuning a SimplIQ drive to a motor is an ordered, step-by-step process. In this
"Getting Started" chapter, we go through the setup process step by step.
Note that this chapter does not contain all the detailed information for all product
types and cannot take into account every possible aspect of the drive setup.
3.1.1 Tune the Drive to the Motor
All motor and application types:
Set the switch functions for limits; enable functions, brakes, etc. This will create
the initial conditions for the motor to work.
Set the application limits for current, speed, and position. This will prevent
system constraints being violated later on.
21
Defining the sensors.
Selecting the motor type (DC, Stepper, Brushless).
Tuning the current controller.
Brushless motors only:
Commutation tuning (finding how to power the stator so that the motor will
develop maximum torque in the desired direction).
3.1.2 Tune the M otion Control l er
For open loop stepping applications, you only need to set few parameters.
If you have a motion sensor, you may want the following:
Tune speed and position controls.
Set corrections for motor cogging and define the speed-dependent corrections
to the current loop.
3.1.3 Database Maintenance
All the steps until now have manipulated variables in the drive's database. The
last step is to check database validity, and to save the outcome in a permanent
(flash) memory.
3.2 Abort and Enable Switches
First, set the enabling switches.
The drive has several digital inputs (depending on the drive type). There are
several automatic functions that may be assigned to drive digital inputs.
It is important that at this stage you define which switches are used to abort or to
stop motion, as well as limit switches when applicable.
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MAN-BELGS (Ver. 1.1)
For this purpose, use the Input Logic tab in the Smart Terminal.
22
Figure 19: Defining input logic
For a detailed description of the functions that may be assigned to digital inputs,
refer to the IL[N] command in the Sim pl IQ for St eppers Com mand Reference
Manual.
Correct digital input definitions help to guarantee that the drive
generates only safe motions in the course of the tuning pr ocess.
Incorrect digital input settings may prevent drive motion or tuning.
3.2.1 Brakes
If a brake is installed and you want to operate it automatically when the motor
starts, set it up now.
First select the brake engage and release delays. For this purpose select the
Protections>Brake tab in the Composer’s Smart Terminal:
Figure 20: The Brake tab
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Do not specify brake delays greater than you actually need.
Next, define the digital output for use as brake control; use the Output Logic tab
of the Composer's Smart Terminal.
For a detailed description of the functions that may be assigned to digital
outputs, refer to the OL[N] command in the SimplIQ for Steppers Command
Reference Manual.
You can test brake operation by programming the brake control temporarily
as a general purpose output, and manipulate it using the OB[N] command.
23
Figure 21: The Output Logic tab
3.2.2 Application Limits
Next, set the application current, speed and position limits. This will h elp to ke ep
the motor within its safe operation range.
Current Limits
Use the Limits>Current tab in the smart terminal:
Figure 22: The Current tab
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Notes:
The MC command returns the current limit of the drive peak.
You may set the current limits in the Conductor wizard as well.
Refer to the CL[1],PL[1], and PL[2] commands in t he Sim plI Q for St eppers
Command Reference Manual.
3.2.2.1 Speed Limits
Use the Limits>Velocity tab in the smart terminal:
24
Figure 23: Setting the speed limits
In the Speed Limits tab, you can select RPM as the speed units. For correct
translation between RPM and sensor counts, you need to set the CA[18]
parameter (sensor counts per motor revolution) properly. Take care before you
change CA[18] because if you enter an incorrect value, brushless and stepper
motors cannot work.
3.2.2.2 Position Limits
Open the Protections>Position tab in the smart terminal:
The position command limits apply for open loop stepper applications as well as
for position feedback applications. They do not apply to speed-only or currentonly applications.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
Figure 24: Position command limits
Notes:
25
This tab does not set the counting range (modulo limits). You can define the
modulo limits in the setup window of the feedback sensor in the Conductor
Wizard. In an open loop stepping application the relevant modulo limits are
XM[1],XM[2].
The command limits must always be stricter than the feedback limit.
If the command limits are beyond the modulo limits they will be ignored.
3.3 Set up the Sensors
The drive may accept two sensors. Sensor #1 is for speed feedback and possibly
position feedback. The second feedback serves for position feedback, or as a
source for ECAM.
To set up the sensor, open the Conductor tool:
From the Composer, select the Wizard from the tools menu, or use the Wizard
button:
Figure 25: The Wizard button, encircled in red
This will open the Conductor window.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
3.3.1 Setting up Sensor #1
Skip this section for open loop stepper applications.
26
Figure 26: Sensor #1 tuning window
Select the type of motion sensor #1.
For a detailed explanation of each of the fields in the tab, click the Help button.
If the motor is small and you can move it by hand, you can observe that the
position readout behaves correctly – either by observing the online position
display, or by taking a record.
Setting up Sensor #2
You need to set up sensor #2 if you are going to use it for load feedback, ECAM,
or as PWM input.
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Figure 27: Sensor #2 setup
Sensor #2 can also be configured as a PWM input, or as a PWM output – refer to
the online help.
3.4 Tuning the Drive to the Motor
The next step is to define the motor type. After this step, the digital current
control of the motor will work, at least at the basic level.
The motor tuning will not be complete after this stage. Additional stages are
required, as will be explained, before going to the final fine tuning.
The SimplIQ for Steppers Getting Started & Tuning and Commissi oning Guide
MAN-BELGS (Ver. 1.1)
3.4.1 Selecting the Motor Type
The SimplIQ drive can drive DC, 2-phase steppers, or brushless motors.
Notes:
Check that the motor leads are connected correctly. DC motors connect between
M1 and M2. Brushless 3-phase motors connect between M1, M2, and M3, the
phase order does not matter. Steppers connect one phase between M1 and M2,
and the other phase between M3 and M4.
You do not need to know any of the motor parameters (resistance, inductance,
torque sensitivity, etc.) in advance.
You probably do not need to edit the current limiting values, as this was done
at the protections stage.
28
Figure 28: Selecting the motor type
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MAN-BELGS (Ver. 1.1)
3.4.2 Tuni ng or Checki ng the Current Control
In the same window, select the automatic current control tool.
Figure 29: Entering the current control tuner
The following window opens:
29
Figure 30: Current tuning window
In general, you do not have to change anything in this window, just click Start.
When tuning is over, you will see a graph of the resulting current controller
response.
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