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Design and Analysis of a Novel Tension Control Method for Winding Machine

Abstract

Filament winding has emerged as the main process for carbon fiber reinforced plastic (CFRP) fabrication, and tension control plays a key role in enhancing the quality of the winding products. With the continuous improvement of product quality and efficiency, the precision of the tension control system is constantly improving. In this paper, a novel tension control method is proposed, which can regulate the fiber tension and transport speed of the winding process by governing the outputs of three different driven rollers (the torque of the unwind roll, the torque of the magnetic powder brake roller, and the speed of the master speed roller) in three levels. The mechanical structures and dynamic models of the driven rollers and idle rollers are established by considering the time-varying features of the roller radius and inertia. Moreover, the influence of parameters and speed variation on fiber tension is investigated using the increment model. Subsequently, the control method is proposed by applying fiber tension in three levels according to the features of the three driven rollers. An adaptive fuzzy controller is designed for tuning the PID parameters online to control the speed of the master speed roller. Simulation is conducted for verifying the performance and stability of the proposed tension control method by comparing with those of the conventional PID control method. The result reveals that the proposed method outperforms the conventional method. Finally, an experimental platform is constructed, and the proposed system is applied to a winding machine. The performance and stability of the tension control system are demonstrated via a series of experiments using carbon fiber under different reference speeds and tensions. This paper proposes a novel tension control method to regulate the fiber tension and transport speed.

1 Introduction

High modulus carbon fiber is an excellent industrial material, which is widely used in several fields such as satellite supporting cylinder, shells of rocket engine, and solar array. The composite manufacturing process is the key to the application of carbon fiber. Filament winding has emerged as the main process for fabricating composite structures. It is widely used in building rotational parts. In the filament winding process, the carbon fiber is delivered from the unwind roll and passed through the resin bath to mix with resin under different temperatures and finally wrap around the surface of the mandrel in the designed pattern. The major specifications that should be satisfied during the winding process are the winding line type and the fiber tension, which are considered to be the key factors related to the tensile strength of the fiber products. The winding line type is determined using the numerical control system, so this paper focuses on the tension control problem during the winding process. Researchers have shown that unstable tension may lead to loss in strength of fiber winding products [1]. Therefore, fiber tension should be maintained at the reference value during the winding process for ensuring the product quality.

Several factors shape the tension control design to be challenging, which include significant parameter variations and disturbances. Small variations in the change of velocity of the transport rollers can cause significant variations in tension. On the other hand, we used different shapes of mandrels for maintaining the line speed in acceleration or deceleration states. Because of the coupling between the tension and the line speed, it is difficult to maintain the tension at a desired value. Researchers have investigated considerably for acquiring better control result. Lee et al. [2] used a magneto rheological brake to provide back tension to prevent frequent part changes and fatal malfunction for a tension control system, and a PID controller was designed, and test results showed the feasibility with satisfying the time constant and the allowable error. Nishida et al. [3] divided the transport system into several subsystems and a self-tuning PI controller with an estimator based on a novel adaptive particle swarm optimization method was constructed to solve the strong coupling between the velocity and tension of the web. A self-tuning PID controller to control the tension for tape winding of composites was designed and the constant extension ratio is guaranteed. To reduce the time required for the stabilization of the tension, a faststabilization method [4] for web tension is proposed. The model of dancer system and stabilization of web tension in drying process are established, and the variation of tension is used as a reference value for the tension stabilization. The integration of load cells and active dancer system for printed electronics applications was used to improve the accuracy of web tension, and self-adapting neural network control was proposed to reduce tension spikes due to the change in roll diameter of winder and unwinder rolls. Wu et al. [5] developed a tension detection and control mechanism and analyzed the main causes of wire tension variation, and then a PI algorithm was proposed to reduce tension variation. An accurate dynamic model for the unwind roll by considering the time variation of the roll inertia and radius was developed, and a decentralized controller for computing the equilibrium inputs for each driven roller was proposed [6]. A sliding mode control with guaranteed cost technique [7] was applied for reducing the system uncertainties. The simulation results showed that the proposed method had good robustness and quick response time. Compensation method [8] by calculating the torque of a driven loop lifter was developed to control the tension and thickness of hot-rolled strip. For the control strategy, several control methods have been proposed including disturbance rejection control [9,10,11,12], neuro-fuzzy control [13,14,15,16], and \( {\text{H}}\infty \) control [17,18,19]. Choi et al. [20] conducted a survey on various types of control algorithms by investigating their strengths and weaknesses, and demonstrated some areas of potential future development.

Most of the above studies considered the dynamics of driven rollers in the models but the behavior of idle rollers was ignored. Consequently, the models were under some limited conditions, which ignored detailed complex tension dynamics. On the other hand, most research focused on dynamic modeling and control strategy design, but the mechanical structure and the influence of parameter variation on fiber tension were ignored. In this paper, a novel tension control method is presented, which can regulate the tension and speed of the filament winding process. The mechanical structure and dynamic model of the system are established, and the influences of the parameter and the speed variation on fiber tension are examined. Subsequently, according to the features of driven rollers and the influence of variation, the control method is proposed by regulating the outputs of the torque of unwind roll, the torque of magnetic powder brake roller, and the speed of the master speed roller in three levels. Simulations are conducted for verifying the effect by comparing the results with those of the conventional PID controller. Finally, the performance of the proposed control system is verified through experimental studies using a filament winding machine.

The structure of the paper is organized as follows. Section 2 presents the mechanical structure of system. In addition, the dynamic models are constructed, and the influence of parameter and speed variation on the rollers is examined. In Section 3, the control strategy is proposed. Simulations are conducted for verifying the effect of the proposed controller by comparing with that of the conventional PID controller in Section 4. In Section 5, the proposed mechanical structure and control strategy are applied to a winding machine, and the experimental study is conducted for verifying the performance of the tension control system.

2 Mechanical Structure and Dynamic Modeling

The process line is divided into three zones (Figure 1): the unwind section, the process section, and the rewind section. In each zone, one or two rollers are driven using motors for transporting the carbon fiber from the unwind roll to the rewind roll. The carbon fiber is delivered from the unwind section to the process section, which consists of the magnetic powder brake roll, the master speed roller, and some idle rollers. In the process section, the carbon fiber passes through the surface of the master speed roller. As the carbon fiber is comprised of thousands of threads, the resin is properly pasted on the surface of the carbon fiber. The master speed roller is driven using an AC servomotor, and the speed is controlled for acquiring the desired speed and tension. The rewind section consists of a four-axis CNC system for acquiring the winding pattern.

Figure 1
figure 1

Sketch of winding process system

The control method of filament winding process is shown in Figure 2 in three levels. The control system can regulate the tension and speed of the filament winding process by governing the output of three different driven rolls—the torque of the unwind roll, the torque of the magnetic powder brake roller, and the speed of the master speed roller. In the first level, the unwind roll, which is driven using a torque motor generates a reverse force for applying a pretension to the carbon fiber. The pretension is set at a small value because large tension will cause the tension to deviate from the set point owing to the time-varying radius and the disturbance caused by the periodic swing. In the second level, the magnetic powder brake generates another pretension to the carbon fiber. The feature of the magnetic powder brake is to generate torque in a wide range without introducing considerable tension interference. However, its disadvantage is that the accuracy and response speed are inadequate than the speed control using the AC servomotor. Finally, in the third level, as the tension is close to the set value, the master speed roller is controlled for acquiring the desired tension. On one hand, the speed of the master speed roller traces the line speed of the carbon fiber as the reference speed. On the other hand, the speed is adjusted for maintaining tension at a desired value. The response speed is high when the AC servomotor operates in the speed control mode. Consequently, when the line speed of the carbon fiber changes rapidly or in the start-time period, the master speed roller maintains tension in a small range. The control system measures the speed and tension of the carbon fiber, and then controls the multivariable output of the torque of the unwind roll, the torque of the magnetic powder brake roller, and speed of the master speed roller. The mechanical structure and dynamic modeling of the system is presented as follows.

Figure 2
figure 2

Control method of filament winding process

2.1 Unwind Section

The unwind section consists of an unwind roll and several guide rollers whose function is to release carbon fiber to the process section (Figure 3(a)). The core of the carbon fiber is mounted on the unwind shaft, which is driven using a torque motor. The torque motor applies reverse torque to the unwind roll for generating continuous tension during the transport. During the deceleration stage, as the speed of rewind roll reduces, the carbon fiber will not be firm, resulting in tension discontinuity. The torque motor can solve this by applying reverse torque to maintain the carbon fiber tight and transport tension continuous. As the carbon fiber is delivered to the process section, the radius of the carbon fiber core becomes smaller. Therefore, the radius and inertia of the unwind roll varies with time. The cross-section view is shown in Figure 3(b), and the dynamics of unwind section is presented as follows.

Figure 3
figure 3

Mechanical structure and cross-section view of the unwind roll

The dynamics of the carbon fiber velocity v0 and tension T0 can be expressed as follows:

$$ \frac{\text{d}}{{{\text{d}}t}}(J_{0} (t)w_{0} ) = T_{0} R_{0} - n_{0}^{2} U_{0} - bw_{0} , $$
(1)

where J0(t) is the inertia of the unwind section, U0 is the input torque from the torque motor, n0 is the gearing ratio between the torque motor shaft and the unwind roll shaft, ω0 is the angular velocity of the unwind roll and b is the coefficient of friction.

At any time t, J0(t) consists of three parts:

$$ J_{0} (t) = J_{m} + J_{C} + J_{\omega } (t), $$
(2)

where \( J_{m} \) is the inertia of the motor shaft, \( J_{c} \) is the inertia of the unwind roll shaft, both \( J_{m} \) and \( J_{c} \) are constant, Jω(t) is the inertia of the carbon fiber on the core. As the radius of unwind roll decreases due to the carbon fiber continuously releases into the process, \( J_{\omega } \left( t \right) \) is time varying:

$$ J_{\omega } (t) = \frac{\uppi}{2}\rho W(R_{0}^{4} - r_{0}^{4} ), $$
(3)

where \( \rho \) is the density of the carbon fiber, W is the width of the carbon fiber, R0(t) is the radius of the carbon fiber, r0 is the radius of the carbon fiber core. Therefore, Eq. (1) can be written as

$$ \dot{J}_{0} w_{0} + J_{0} \dot{\omega }_{0} = T_{1} R_{0} - U_{0} - bw_{0} s. $$
(4)

The rate of change of J0(t) is

$$ \dot{J}_{0} = 2\uppi\rho w_{0} R_{0}^{3} \dot{R}_{0} . $$
(5)

Assuming that the thickness of carbon fiber is considerably small, the rate of change of radius R0(t) is approximately expressed as follows:

$$ hv{\text{d}}t \approx 2\pi R_{0} {\text{d}}R_{0} . $$
(6)

Equation (4) can be simplified to

$$ T_{0} R_{0}^{3} = 2\uppi\rho Wv_{0} R_{0}^{4} \dot{R}_{0} + J_{0} \dot{v}_{0} R_{0} - J_{0} v_{0} \dot{R}_{0} + U_{0} R_{0}^{2} + bR_{0} v_{0} . $$
(7)

Tension variation under different accelerations and radii was studied in Figure 4.

Figure 4
figure 4

Tension variation under different accelerations and radii

In Figure 4(a), \( U_{0} \left( t \right) = R_{0} \left( t \right) * 3 0\,\, {\text{N}} \), \( v_{0} = 0 . 5 \,\,{\text{m/s}} \), a varies from 0.1 to 1 m/s2, and the radius varies from 0.16 to 0.1 m. Larger acceleration causes greater tension deviation from the set value for the same radius. However, in the same acceleration, smaller radius causes smaller tension deviation. In Figure 4(b), \( U_{0} \left( t \right){ = 0} . 1 6T \), \( v_{0} = 0 . 5\, \,{\text{m/s}} \), \( a = 0.4 \,\,{\text{m}}/{\text{s}}^{2} \), and the radius varies from 0.16 to 0.1 m. Tension increases as the radius decreases because the torque is constant. Thus, larger torque causes greater tension deviation.

The longitudinal view of the unwind roll is shown in Figure 5. It is assumed that the carbon fiber on the unwind roll is winded symmetrically, and the screw pitch δ is constant.

Figure 5
figure 5

Longitudinal section view of unwind roll

The fiber tension T0 and the tension F on the unwind roll are related as follows:

$$ F\cos \theta = T_{0} . $$
(8)

The angle θ is associated with the length of the unwind roll L and the distance between the unwind roll and the guide roller s. In general, the diameter of the guide roller is considerably smaller than the length and the distance, so the diameter of the guide roller is ignored. Assuming that \( l = 0 \),

$$ \cos\theta = \frac{s}{{\sqrt {\left( {nL - \frac{{v_{0} t}}{{2\pi R_{0} }}\delta } \right)^{2} + s^{2} } }}. $$
(9)

Consequently, Eq. (7) can be written as follows:

$$ \begin{aligned} \frac{{T_{0} R_{0}^{3} s}}{{\sqrt {\left( {nL - \frac{{v_{0} t}}{{2\pi R_{0} }}\delta } \right)^{2} + s^{2} } }}& = 2\uppi\rho Wv_{0} R_{0}^{4} \dot{R}_{0} + J_{0} \dot{v}_{0} R_{0}\\& \quad- J_{0} v_{0} \dot{R}_{0} + U_{0} R_{0}^{2} + bR_{0} v_{0} . \hfill \\ \end{aligned} $$
(10)

The rate of change of the radius R0 is

$$ hv{\text{d}}t\frac{\delta }{L} = 2\pi R_{0} {\text{d}}R_{0} , $$
(11)
$$ \dot{R}_{0} = - \frac{{hv_{0} \delta }}{{2\pi R_{0} L}}. $$
(12)

The tension can be written as

$$ T_{0} = - \frac{\rho Wh\delta s}{Ll}v_{0}^{2} + \frac{{J_{0} h\delta s}}{{2\pi R_{0}^{4} Ll}}v^{2} + \frac{{J_{0} s}}{{R_{0}^{2} l}}\dot{v} + \frac{{U_{0} s}}{{R_{0} l}} + \frac{{sbv_{0} }}{{lR_{0}^{2} }}, $$
(13)

where \( l(t) = \sqrt {\left( {nL - \frac{vt}{2\pi R(t)}\delta } \right)^{2} + s^{2} } . \)

As shown in Eq. (13), T0 is associated with angle θ, which is associated with s and L. The tension variation under different relationships between s and L is studied, which is shown in Figure 6. In Figure 6, \( U_{0} = 1.6\,\,{\text{N}} \cdot {\text{m}} \), \( \delta { = 0} . 0 2\,\,{\text{m}} \), W  = 0.01 m, \( v_{0}\, { = 0} . 5\,{\text{m/s}} \), \( a{ = 0} . 4 {\text{m/}}s^{2} \), L  = 0.18 m, and s varies from L to 6L. From Figure 6, we observe that the tension T0 deviates from the set value as the acceleration is not equal to zero. Moreover, as \( {\text{s }} \) increases, the tension fluctuation becomes smaller. When \( s \ge 4L \), the tension fluctuation is less than 0.5 N. Therefore, the mechanical structure should be well designed to increase the distance s. So under the condition that s is much larger than L, Eq. (13) can be simplified as Eq. (7) for the control process.

Figure 6
figure 6

Tension variation under different s and L

2.2 Magnetic Brake Roller

The magnetic powder brake roller consists of three rollers namely, upstream roller, active roller, and downstream roller, as shown in Figure 7, and the active roller is connected to a magnetic powder brake for applying the desired tension to the carbon fiber.

Figure 7
figure 7

Cross-section view of the magnetic powder brake roller

The relationship between \( T_{i} \) and \( T_{i + 1}^{\text{max} } \) is

$$ T_{i + 1}^{\text{max} } /T_{i} = e^{\mu \alpha } , $$
(14)

where \( T_{i +1}^{ \text{max} } \) is the maximum tension that can be applied on the carbon fiber for preventing it from slipping, \( \mu \) is the friction coefficient between the active roller and the carbon fiber, \( \alpha \) is the warp angle. In general, \( \mu \) and \( \alpha \) are designed to be significant for achieving high tension.

The dynamic of the active roller can be expressed as follows:

$$ J_{i} \frac{{{\text{d}}w_{i} }}{{{\text{d}}t}} = (T_{i + 1} - T_{i} )R_{i} - nU_{i} - bw_{i} . $$
(15)

The tension and the velocity dynamic in the active roller are related as follows:

$$ L_{i + 1} \frac{{{\text{d}}(T_{i + 1} )}}{{{\text{d}}t}} = AE(v_{i + 2} - v_{i + 1} ) + T_{i} v_{i + 1} - T_{i + 1} v_{i + 2} . $$
(16)

The incremental model of the active roller is

$$ \begin{aligned} J_{i} (\dot{v}_{i}^{r} + \dot{v}_{i}^{q} ) &= (T_{i + 1}^{r} + T_{i + 1}^{q} - T_{i}^{r} - T_{i}^{q} )R_{i}^{2} \\ & \quad - nU_{i}^{r} R_{i} - b(\omega_{i}^{r} + \omega_{i}^{q} )R_{i} , \end{aligned} $$
(17)

where \( v_{i}^{r} \) is the reference speed, \( v_{i}^{q} \) is the speed increment, \( T_{i}^{r} \) is the reference tension, \( T_{i}^{q} \) is the tension increment, and \( U_{i}^{r} \) is the reference torque. In the equilibrium state, the increments of the speed and tension are considered to be zero.

$$ (T_{i + 1}^{r} - T_{i}^{r} )R_{i}^{2} - nU_{i}^{r} R_{i} - b\omega_{i}^{r} R_{i} - J_{i} \dot{v}_{i}^{r} = 0. $$
(18)

Therefore, Eq. (17) can be expressed as follows:

$$ J_{i} \dot{v}_{i}^{q} = (T_{i + 1}^{q} - T_{i}^{q} )R_{i}^{2} - b\omega_{i}^{q} . $$
(19)

The relationship between \( T_{{i + 1}}^{q} \) and \( T_{i}^{q} \) is

$$ T_{i + 1}^{q} = \frac{{J_{i} \dot{v}_{i}^{q} }}{{R_{i}^{2} }} + \frac{{b\omega_{i}^{q} }}{{R_{i}^{2} }} + T_{i}^{q} . $$
(20)

From Eq. (20), we observe that the increment of tension \( T_{{i + 1}}^{q} \) is smaller with the decrease of \( J_{i} \) and the increase of \( R_{i} \). \( T_{{i + 1}}^{q} \) is independent of \( U_{i} \), which indicates that high tension \( T_{{i + 1}} \) can be achieved without introducing considerable tension interference.

2.3 Master Speed Roller

The master speed roller is driven using a servomotor for tracing the speed of the rewind roll and for regulating the tension in a small range, as shown in Figure 8. A passive dancer is used for attenuating the tension and speed disturbances. In the passive dancer mechanism, the dancer roller is free to move on a linear slide, and a spring is mounted between them for increasing the speed response of the dancer mechanism. In the steady state, the free dancer roller is in the equilibrium position and acts as the tension set point. A variation in the speed causes a variation in the tension. Subsequently, the free dancer roller will deviate from the equilibrium position. The master speed roller then adjusts the speed to make the free dancer roller return to the equilibrium position.

Figure 8
figure 8

Cross-section view of the master speed roller

The dynamic of the active roller is expressed as follows:

$$ L_{i + 1} \frac{{{\text{d}}(T_{i + 1} )}}{{{\text{d}}t}} = AE(v_{i + 2} - v_{i + 1} ) + T_{i} v_{i + 1} - T_{i + 1} v_{i + 2} . $$
(21)

2.4 Idle Roller

The process section consists of a series of idle rollers, and the number of these idle rollers is often considerably large. The effect of idle rollers is usually neglected during steady-state stage such as the acceleration is quite small. But in the case of frequent acceleration and deceleration, dynamic behavior of these idle rollers has a great effect on the fiber tension. The cross-section view of idle roller is shown in Figure 9.

Figure 9
figure 9

Cross-section view of idle rollers

The dynamics of the idle roller is

$$ (T_{i + 1} - T_{i} )R_{i + 1} = J\frac{{{\text{d}}w_{i + 1} }}{{{\text{d}}t}} - bw_{i + 1} . $$
(22)

The dynamic behavior of tension and velocity can be expressed as follows:

$$ L_{i} \frac{{{\text{d}}(T_{i} )}}{{{\text{d}}t}} = AE(v_{i + 1} - v_{i} ) + T_{i - 1} v_{i} - T_{i} v_{i} . $$
(23)

In the steady-state stage, as the velocity is constant, Eq. (22) can be written as

$$ (T_{i + 1} - T_{i} )R_{i + 1} = bw_{i + 1} . $$
(24)

Typically, the coefficient of friction b is small and can be ignored. Therefore, in the steady-state process, the idle rollers will not contribute to the dynamic of the system, which indicates that \( T_{{i{ + 1}}} = T_{i} . \)

The incremental model of the idle roller is

$$ \begin{aligned} L_{i} (\dot{T}_{i}^{r} + \dot{T}_{i}^{q} ) = AE(v_{i + 1}^{r} + v_{i + 1}^{q} - v_{i}^{r} - v_{i}^{q} )\, + \hfill \\ (T_{i - 1}^{r} + T_{i - 1}^{q} )(v_{i}^{r} + v_{i}^{q} ) - (T_{i + 1}^{r} + T_{i}^{q} )(v_{i}^{r} + v_{i}^{q} ). \hfill \\ \end{aligned} $$
(25)

In the equilibrium state, the increments of speed and tension are considered to be zero.

$$ AE(v_{i + 1}^{r} - v_{i}^{r} ) + T_{i - 1}^{r} v_{i}^{r} - T_{i}^{r} v_{i}^{r} = 0. $$
(26)

Therefore, Eq. (25) is

$$ \dot{T}_{i}^{q} + \frac{{v_{i + 1}^{r} + v_{i + 1}^{q} }}{{L_{i} }}T_{i}^{q} = \frac{{AE - T_{i}^{r} }}{{L_{i} }}v_{i + 1}^{q} - \frac{{AE - T_{i - 1}^{r} }}{{L_{i} }}v_{i}^{q} + \frac{{v_{i}^{r} + v_{i}^{q} }}{{L_{i} }}T_{i - 1}^{q} . $$
(27)

The special solution of Eq. (27) is

$$ \begin{aligned} T_{i}^{q} = e^{{ - \int {\frac{{v_{i + 1}^{r} + v_{i + 1}^{q} }}{{L_{i} }}{\text{d}}t} }} \hfill \\ \int {\left(\frac{{AE - T_{i}^{r} }}{{L_{i} }}v_{i + 1}^{q} - \frac{{AE - T_{i - 1}^{r} }}{{L_{i} }}v_{i}^{q} + \frac{{v_{i}^{r} + v_{i}^{q} }}{{L_{i} }}T_{i - 1}^{q} \right)} \,e^{{\int {\frac{{v_{i + 1}^{r} + v_{i + 1}^{q} }}{{L_{i} }}{\text{d}}t} }} {\text{d}}t. \hfill \\ \end{aligned} $$
(28)

Assume that in the start-up stage, \( v_{i}^{r} = v_{{i{ + 1}}}^{r} { = 0} \), and the acceleration \( a_{i} \) and \( a_{{i + 1}} \) is constant. Equation (28) is

$$ T_{i}^{q} = \frac{{AE - T_{i}^{r} }}{{2L_{i} }}a_{i + 1}^{q} t^{2} - \frac{{AE - T_{i - 1}^{r} }}{{2L_{i} }}a_{i}^{q} t^{2} + \frac{{a_{i}^{q} }}{{L_{i} }}\int {T_{i - 1}^{q} t{\text{d}}t} . $$
(29)

Typically, \( AE \gg T_{i}^{r} \), \( AE \gg T_{{{{i - }}1}}^{r} \),

$$ T_{i}^{q} \approx \frac{AE}{{2L_{i} }}(a_{i + 1}^{q} - a_{i}^{q} )t^{2} + \frac{{a_{i}^{q} }}{{L_{i} }}\int {T_{i - 1}^{q} t{\text{d}}t} . $$
(30)

In the acceleration or deceleration stage, when \( a_{i + 1}^{q} > a_{i}^{q} \), there is a tension increase when the carbon fiber passes through the idle roller, and there is a tension loss when \( a_{i + 1}^{q} < a_{i}^{q} \).

3 Control Method Design

In the unwind section, the acceleration of the transport speed, the change of radius and the swing of carbon fiber along the core can cause tension deviation from the desired value. The pretension of the unwind roll is set at a small value in order to reduce the deviation. In the magnetic powder brake roller, the tension increment is independent of the output torque of the magnetic powder brake, so a large tension can be applied to the carbon fiber. As the tension is close to the desired value, the master speed roller is controlled for acquiring the desired tension and speed. The scheme of tension control is shown in Figure 10. Pretensions are applied to the unwind roll and magnetic powder brake roller. The tension control of master speed roller consists of two loops: the inner loop is the speed control loop, and the outer loop is the tension control loop. In the outer loop, the tension of the load cell is the feedback value, and a controller is designed for regulating the speed correction. In the inner loop, the measured line speed is the reference speed, and the sum of the reference speed and the speed correction is the speed command of the master speed roller. A PID controller is designed for maintaining the master speed roller to trace the speed command.

Figure 10
figure 10

Tension control scheme based on fuzzy-PID controller

The PID controller is one of the most widely used regulation methods owing to its advantages of strong robustness and simple structure. However, as discussed in Section 2, the dynamic relationship between speed and tension, the time-varying radius and inertia, and the dynamic behavior of the idle rollers are nonlinear and time varying. Therefore, it is difficult to acquire good control effects using the conventional PID controller. Fuzzy logic provides a systematic method of incorporating human expertise and implementing nonlinear algorithms, which can achieve significant precision and disturbance robustness requirements [13]. Consequently, in order to overcome the problems of significant parameter variations and disturbances, the fuzzy logic controller is designed to tune the PID parameters online. The adaptive fuzzy controller can be described as follows:

$$ \begin{aligned} x(k) = [e(k)/K_{1} ,\Delta e(k)/K_{2} ]^{\text{T}} , \\ e(k) = t(k) - t_{r} (k),\Delta e(k) = e(k) - e(k - 1), \\ u(k) = [\Delta Kp(k),\Delta Ki(k)], \end{aligned} $$
(31)

where x(k) includes error e(k) and error change Δe(k), and they are inputs to the fuzzy logic control. \( K_{1} \) and \( K_{2} \) are the input scaling factors of e(k) and Δe(k), respectively. t(k) is the tension input, and \( t_{r} \left( k \right) \) is the reference tension. The output u(k) is \( \Delta K_{p} (k) \) and \( \Delta K_{i} (k) \), which are the change in the scaling factor and the derivation time of the PID controller. The output u(k) can be achieved through three stages: fuzzification, decision-making fuzzy logic, and defuzzification.

3.1 Fuzzification

The process of fuzzification is characterized by transforming the accurate input into a fuzzy set via membership functions. The linguistic labels are NB, NM, NS, Z0, PS, PM, and PB. A sigmoid membership function is used when the label is NB and PB, and a triangular membership function is used for other labels. Moreover, the scaling factors are selected by inspecting the operation range. The domains for the variables e(k), \( \Delta K_{p} (k) \), and \( \Delta K_{i} (k) \) have been normalized to [− 6, 6], and the domain for the variable \( \Delta {\text{e}}(k) \) has been normalized to [− 3, 3]. Figure 11 shows the input and output membership functions of the controller.

Figure 11
figure 11

Membership functions for state variables

3.2 Decision-making Fuzzy Logic

The decision-making process consists of the fuzzy logic rule base and the fuzzy inference engine. The fuzzy logic rule base consists of a series of if–then rules. The rules are extracted from the experiences of skilled human operators. The rule base of \( \Delta K_{p} (k) \) and \( \Delta K_{i} (k) \) are shown in Tables 1 and 2.

Table 1 Rule base of \( \Delta K_{p} (k) \)
Table 2 Rule base of \( \Delta K_{i} (k) \)

3.3 Defuzzification

The defuzzification process entails a mapping from the space of fuzzy control to a crisp point. In this paper, the center of gravity method is used:

$$ u(k) = K_{\text{out}} \frac{{\sum {\mu (u_{j} )u_{j} } }}{{\sum {\mu (u_{j} )} }}. $$
(32)

The results of \( \Delta K_{p} (k) \) and \( \Delta K_{i} (k) \) are shown in Figure 12.

Figure 12
figure 12

Results of \( \Delta K_{p} (k) \) and \( \Delta K_{i} (k) \)

4 Simulation

Based on the model presented in Section 2, simulations at different transport speeds and tensions were conducted using the conventional PID controller and the proposed fuzzy adaptive controller using MATLAB. One unwind roll, one magnetic powder brake roller, one master speed roller, and 17 idle rollers were used, and the rewind speed and the reference tension were the input of the system. The radii and inertia of the 17 idle rollers were considered to be the same. The parameters used in the simulation are shown in Table 3. In most tension control systems, the magnetic brake roller is used to regulate the transport tension by a PID controller, and a torque motor applies pretension to keep fiber tight, as shown in Figure 13. The conventional PID algorithm is

Table 3 Parameters used in simulation
Figure 13
figure 13

Conventional tension control strategy

$$ \Delta u(k) = k_{p} e(k) + k_{i} \sum\limits_{j = 0}^{k} {e(j)} T + k_{d} (e(k) - e(k - 1))/T. $$
(33)

The torque of the magnetic brake roller is

$$ u = u_{r} + \Delta u(k), $$
(34)

where \( u_{r} \) is the reference torque of the magnetic brake roller.

Simulations of the conventional method and the proposed method were conducted to verify the performance of the system.

Simulations were run for studying the tension response in the steady-state stage. The reference rewind speed was 60 m/min, and the reference tensions were 10 N, 30 N, and 50 N. Tension of the unwind roll and the magnetic brake roller of the proposed method is shown in Figures 14, 15 and 16(a), the results of conventional method and proposed method are shown in Figures 14, 15 and 16(b). From Figures 14, 15 and 16, we observe that the tension fluctuated around the reference values both in the conventional method and the proposed method owing to two reasons: (1) the interaction due to the speed generates a tension that is vulnerable to the change of the time derivative value of the speed. (2) The periodical swing of the unwind roll generates unstable tension in the unwind roll. In the proposed method, smaller tension of the unwind roll reduced tension disturbance of the magnetic brake roller, so the proposed controller provided faster settling time and lower error than those obtained using the conventional PID controller. The proposed controller requires time to finally trace the reference tension, and it requires less time as the reference tension is higher.

Figure 14
figure 14

Tension response for reference tension at 10 N

Figure 15
figure 15

Tension response for reference tension at 30 N

Figure 16
figure 16

Tension response for reference tension at 50 N

To study the effectiveness of the proposed system in disturbance rejection, a step disturbance in the speed of the rewind roll was introduced at t = 2 s. Simulation results for six cases (Table 4) are shown in Figures 17, 18 and 19.

Table 4 Speed and tension parameters
Figure 17
figure 17

Effect of step disturbance for reference tension at 10 N

Figure 18
figure 18

Effect of step disturbance for reference tension at 30 N

Figure 19
figure 19

Effect of step disturbance for reference tension at 50 N

As shown in Figures 17, 18 and 19, a step disturbance in the speed caused an unstable tension, and the peak values of overshoot and undershoot are shown in Figure 20. The proposed controller was capable for reducing overshoot and undershoot of tension caused by the speed disturbance. As the speed disturbance varies from 0.5 m/s to 1 m/s, the peak value of tension error becomes larger.

Figure 20
figure 20

Tension errors in six cases

When the speed varies from 0.5 m/s to 1 m/s at reference tensions 10 N, 30 N, and 50 N for the steady-state error, the conventional PID controller becomes unstable. Moreover, the proposed controller demonstrated a steady performance. The proposed controller provided faster settling time and lower steady-state error, and the dynamic behavior and accuracy were better than those obtained using the conventional PID controller.

In the filament winding process, different quantities of idle rollers are used owing to different process parameters. Tension response under different numbers of idle rollers was studied. In Figure 21(a), the reference tension is 30 N, and the speed varies from 0.2 m/s to 0.5 m/s at t = 2 s. Moreover, in Figure 21(b), the speed varies from 0.5 m/s to 1 m/s at t = 2 s.

Figure 21
figure 21

Effect of step disturbance for different numbers of idle rollers

As shown in Figure 21, the number of idle rollers influences both the settling time and the overshooting value of the tension. In Figure 21(a), the overshooting value is 2.8 N when N = 21, which is greater than the values 2 N and 2.1 N when N = 14 and N = 17, respectively, and the settling time is slower. In the three cases, the errors e(k) are in the interval [− 2.8, −2] and the linguistic labels are NM and NS. Consequently, the outputs \( \Delta K_{p} (k) \) and \( \Delta K_{i} (k) \) of the fuzzy control are almost the same, and it requires more time to reach the equilibrium position in the case N = 21. In Figure 21(b), the overshooting value is 4.6 N when N = 21, which is greater than the value 3.0 N and 2.8 N when N = 14 and N = 17; however, the settling time is faster. The peak error e(k) is −4.6 N, and the linguistic labels are NB and NM in the case of N = 21. Compared to the error linguistic labels NM and NS, the outputs \( \Delta K_{p} (k) \) and \( \Delta K_{i} (k) \) of the fuzzy control are larger, and it requires less time to return to the equilibrium position.

5 Experiments

5.1 Experimental Platform

Experiments are conducted for verifying the stability and accuracy of the proposed tension control system. A winding machine is constructed for conducting the experiments. As shown in Figure 22, the carbon fiber passes through three driven rollers and 17 other idle rollers from the unwind roll to the rewind roll. In the resin section, the master speed roller is soaked in the resin bath, and with the master speed roller rotation, the resin is attached on the surface of the roll. When carbon fiber passes through the resin, resin and carbon fiber are mixed together. The load cell is mounted near the rewind section, and the speed sensor is also used for measuring the line speed of the carbon fiber.

Figure 22
figure 22

Experimental winding machine

A DC torque motor that can generate constant torque is used for driving the unwind roll, whereas the master speed roller is driven using an AC servomotor. In the experimental platform, the motors and the magnetic powder brake are driven using dedicated controllers. The torque signals of the magnetic powder brake roller and the unwind roll are generated by using control algorithm software in the host computer. To implement the desired control algorithms, the host computer tunes the PID parameters online and then downloads to the controller. Moreover, the controller calculates the speed and generates speed signal to the motor controller. The scheme of winding machine control system is shown in Figure 23.

Figure 23
figure 23

Scheme of winding machine control system

In this paper, two different filament winding methods are used: hoop and helical (Figure 24). The method is classified by the angle between the direction of the mandrel rotational axis and the direction in which the carbon fiber is rolled. The hoop winding method is favorable for reinforcing the tensile strength when the angle is 90°. The helical winding method is beneficial for reinforcing the strength required for protecting against bending or twisting forces when the angle is typically 30°, 45°, or 60°. In this paper, the hoop winding method and the helical winding method with an angle of 45° are used. The shapes of the mandrel are rectangular pipe and round pipe. Moreover, the carbon fiber used is M60J, and the tensile modulus is 588 GPa.

Figure 24
figure 24

Hoop winding and helical winding

5.2 Experimental Results

Extensive experiments at different process parameters, which are mandrel type, reference tension and winding method, are conducted using the proposed tension controller. The parameters used in the experiment are shown in Table 5. The reference speed and the actual speed are converted using the master speed roller. The gearing ratio is 27:1, and the diameter of the master speed roller is 300 mm. Experimental results are shown in Figures 25, 26, 27 and 28.

Table 5 Parameters used in experiment
Figure 25
figure 25

Hoop winding using round pipe, reference tension: 10 N

Figure 26
figure 26

Hoop winding using round pipe, reference tension: 12 N

Figure 27
figure 27

Helical winding using rectangular pipe, reference tension: 11.5 N

Figure 28
figure 28

Helical winding using rectangular pipe, reference tension: 12.5 N

As shown in Figures 25 and 26, in the steady-state stage, the motor speed efficiently traces the reference speed, and the error of tension is regulated to near zero. In Figures 27 and 28, the reference speed changes rapidly, and the disturbance of the speed has significant influence on the tension, the proposed controller can reduce large speed variations to maintain the stability of the system. The proposed controller exhibits excellent performance in terms of tension regulation during the steady-state stage and the acceleration/deceleration stage.

6 Conclusions

  1. (1)

    In the unwind roll process, the acceleration of the transport speed, the change of radius and the swing of carbon fiber along the core can cause tension deviation from the desired value. Larger acceleration and larger radius cause greater tension deviation. The length of unwind roll and the distance between unwind roll and guide roller can cause tension deviation from the set value periodically.

  2. (2)

    In the magnetic powder brake roller, the tension increment is independent of the output torque of magnetic powder brake. A large tension can be applied to the carbon fiber without introducing considerable tension interference by increasing the radius and decreasing the inertia of the magnetic powder brake roller.

  3. (3)

    In this paper, a tension control method is proposed by applying tension to the carbon fiber with three different driven rollers (the torque of unwind roll, the torque of magnetic powder brake roller, and the speed of master speed roller) in three levels and a fuzzy-PID controller is designed for the speed control of the master speed roller. Simulation and experimental study show that the proposed method provides faster setting time and lower steady-state error than conventional PID controller in the steady stage and the acceleration stage. The system can stay stable under different reference tensions and transport speeds.

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Authors’ Contributions

X-MX and W-XZ wrote the manuscript; X-LD and W-XZ were in charge of the whole structure of the manuscript; MZ and S-HW assisted with experimental analysis. All authors read and approved the final manuscript.

Authors’ Information

Xiao-Ming Xu, born in 1988, is currently a PhD candidate at School of Mechanical Engineering and Automation, Beihang University, China. His research interests include design and control of filament winding machine.

Wu-Xiang Zhang, born in 1978, is currently an associate professor at School of Mechanical Engineering and Automation, Beihang University, China. He received his PhD degree from Beihang University, China, in 2009. His research interests include the dynamics of compliant mechanical systems and robots, intelligent device and detection technology.

Xi-Lun Ding, born in 1967, is currently a professor and a PhD candidate supervisor at School of Mechanical Engineering and Automation, Beihang University, China. He received his PhD degree from Harbin Institute of Technology, China, in 1997. His research interests include the dynamics of compliant mechanical systems and robots, nonholonomic control of space robots, dynamics and control of aerial robots, and biomimetic robots.

Competing Interests

The authors declare that they have no competing interests.

Funding

Supported by National Natural Science Foundation of China (Grant No. 51575018).

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Xu, XM., Zhang, WX., Ding, XL. et al. Design and Analysis of a Novel Tension Control Method for Winding Machine. Chin. J. Mech. Eng. 31, 101 (2018). https://doi.org/10.1186/s10033-018-0304-8

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