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Biao Ma1,2, Yiyong Yang1, Yahui Liu2, Xuewu Ji2 and Hongyu Zheng3
Abstract
Static steering torque at parking is an important factor for steering portability of vehicle. At present, the most commonly
used estimation method is empirical formula calculation, which, however, cannot explain the phenomenon that the steer-
ing torque increases rapidly when steering angle becomes very large (over 300°). This article proposes an estimation
method of static steering torque on the basis of a mathematic model of tire-patch sliding torque, taking into account the
changeable torque transmission ratio from steered wheel to steering wheel. Three components of static steering torque
are modeled and analyzed, including the tire-patch sliding torque, gravity aligning torque, and internal friction torque of
the steering system. In order to investigate the static steering torque at steering wheel, the transmission ratio of steering
torque is obtained on the basis of rack-suspension mathematical analysis. An example of static steering torque estimation
is conducted with the proposed method and is compared with experimental results. The comparison shows that the
estimation results given by the proposed method are in better accordance with experimental results than other
approaches.
Keywords
Static steering torque, tire–road contact patch sliding model, rack-suspension mathematical model, transmission ratio,
steering portability
Introduction
1
School of Engineering and Technology, China University of Geosciences
Vehicle steering performance can be described in two (Beijing), Beijing, People’s Republic of China
general ways, that is, steering stability and portability. 2
State Key Laboratory of Automotive Safety and Energy, Tsinghua
Steering stability indicates vehicle stability during steer- University, Beijing, People’s Republic of China
ing,1,2 while the steering portability refers to the ability
3
State Key Laboratory of Automotive Simulation and Control (ASCL),
of steering at parking or low speed when steering tor- Jilin University, Changchun, People’s Republic of China
Creative Commons CC-BY: This article is distributed under the terms of the Creative Commons Attribution 3.0 License
(http://www.creativecommons.org/licenses/by/3.0/) which permits any use, reproduction and distribution of the work without
further permission provided the original work is attributed as specified on the SAGE and Open Access pages (https://us.sagepub.com/en-us/nam/
open-access-at-sage).
2 Advances in Mechanical Engineering
static steering torque is mostly calculated by empirical patch assumption is analyzed in this article. The gravity
formula, assuming that the tire–road contact patch is aligning torque is analyzed, and the internal friction
similar to a circle.9,10 However, the tire–road contact torque of steering system is also measured. The trans-
patch is much closer to a rectangle for radial tire,11–13 mission ratio from steered wheel to steering wheel is
and the assumption of a circular tire–road contact estimated in order to obtain a more precise value of the
patch usually gives a large computation error when torque. In section ‘‘Static steering torque model,’’ the
used to calculate the static steering torque of radial tire. static steering torque is investigated, including the tire-
Static steering torque is a key component for assist patch sliding torque and gravity aligning torque. The
characteristic design of power steering system,14 which transmission ratio is investigated on the basis of mathe-
determines the drivers’ steering portability on parking. matic and kinematic analysis of steering system in sec-
However, the static steering torque model presented by tion ‘‘Transmission ratio of torque.’’ The estimation
empirical formula, which is adopted to design static method and results of static steering torque are given in
power steering characteristic,15 has low accuracy and section ‘‘Static steering torque estimation and test
often results in bad feeling in static steering maneuvers. results,’’ including the comparison of estimation results
Automatic parking systems, such as parking assistance and test results. The conclusion is given in the final
system (PAS),16,17 the advanced parking assistance section.
system (APAS),18 and autonomous valet parking
(AVP),19,20 are all low-velocity system, and most of the
researches focus on the path design and control of
Static steering torque model
parking,16–21 but the realization of automatic parking Tire-patch sliding torque model
needs precision control of steering motor, and an accu-
In order to estimate the tire-patch sliding torque, some
rate static steering torque model is therefore necessary
assumptions are given as follows:
for parking motor control. The parking system of intel-
ligent vehicle is similar to automatic parking system.22
1. The point of tire–road contact patch center
Without supervision and participation of the driver,
moves around the kingpin–ground intersection
the parking motor control needs more precise static
point;
steering model. The power steering system and auto-
2. Kingpin positional parameters are assumed to
matic parking system mentioned above are basic sys-
be unchanged during steering maneuver;
tems in modern automobile; the importance of static
3. Tire–road contact patch shape is rectangular.
steering torque for these systems makes the study of
The studies of Schmitt,9 Nagasaka et al.,11 and
static steering a focus in the field of steering studies. In
Roos12 adopt the rectangular tire–road contact
addition, the tire steering torque during the process
patch to do their research, and the Zhuang13
beginning from vehicle’s start to the time it reaches a
collects the shape of tire–road contact patch and
low velocity (about 10 km/h) has been a difficult prob-
points out that the patch is closer to a rectangle
lem,23 and precision static steering model contributes
than a circle.
to the investigation of this issue.
Static steering torque is usually described by the
The tire model with parabolic distribution pressure
feedback of steering wheel torque, which includes the
is used in this study, which is shown in Figure 1. The
internal friction torque of steering system, the gravity
pressure distribution in tire–road contact patch is a
aligning torque generated by vertical force, and the
parabolic11,12,25
tire-patch sliding torque (tire-patch sliding torque is the
sliding torque acting on the tire–road contact patch).9 6FZ a a
The tire-patch sliding torque is usually regarded as sta- p(x, y) = 3
x +x ð1Þ
a b 2 2
tic steering torque for simplicity because it accounts by
far for the largest proportion of it. Static steering tor- where a and b are the contact patch length (x-direction)
que increases linearly in traditional calculation,24 but and width (y-direction), respectively, and Fz is the verti-
the actual steering torque increases rapidly when steer- cal load applied to a steered tire.
ing angle becomes very large (over 300°). The reason is Length a and width b of contact patch can be
that the traditional method does not take into consider- obtained by empirical formulas13
ation the change of torque transmission ratio from s
steered wheel to steering wheel. Because of the large d
a = 2D ð2Þ
steering angle in static steering maneuver, the torque D
transmission ratio experiences a big change, which can- b = B0 (1 etd ) ð3Þ
not be ignored.
Aiming at studying the static steering torque, tire- where s and t are the radial tire empirical coefficient,
patch sliding torque on the basis of rectangular contact whose values are 0.557 and 122.7, respectively. B0 is the
Ma et al. 3
xð1 yð1
where s and t are the kingpin inclination angle and cas-
Tgkfz = jrkp jmp(x, y)dxdy ð8Þ
ter angle, respectively.
x0 y0 Equation (13), which can give tire-patch sliding tor-
que, is different from the analysis made by Roos.12 In
The length of the arm rkp is given by
the study of Roos,12 the tire-patch sliding torque varies
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi with the steered wheel angle and is larger than tire–road
jrkp j = (ex x)2 + (ey y)2 ð9Þ friction torque. However, according to the principle of
static torque generation,15,27 the tire-patch sliding tor-
Figure 4 illustrates the movement trajectory of O que cannot be larger than tire–road friction torque.
shown in Figure 3, b is the angle that is determined by And it is obvious from equations (10) and (11) that ex
the position of kingpin–ground intersection, and O# is and ey remain constant as steered wheel angle varies,
the contact patch center after a certain amount of slid- which means tire-patch sliding torque is constant as
ing. ex and ey in equation (9) can be obtained from steered wheel angle varies.
Figure 4
Gravity aligning torque model
ex = e0 cos b
ð10Þ The vertical force Fz will generate a torque which resists
ey = e0 sin b
the steering movement of steered wheel. As shown in
ey Figure 5, gravity aligning torque is determined by king-
b = arctan ð11Þ pin inclination angle s, kingpin caster angle t, and tire
ex
angle dt.15,27rs is the kingpin offset and Mz is the torque
Tire–road friction torque can be obtained by equa- along z-axis. Figure 5 shows that the generation of
tions (8) and (9) gravity aligning torque ignores tire camber angle and
toe angle.
xð1 yð1 Gravity aligning torque is given by
Mzft = jrkp jmp(x, y)dxdy
x0 y0
MzG = Fz (rs + rdyn tan s) cos s sin s cos t sin dt ð14Þ
xð1 yð1
ð12Þ
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
Summary of static steering torque
=m p(x, y) (ex x)2 + (ey y)2dxdy
x0 y0
The static steering torque is analyzed in this section,
including the tire elastic torque, tire sliding torque, the
where x0 = 2a/2, x1 = a/2, y0 = 2b/2, and y1 = b/2. gravity torque, and the internal friction torque of steer-
The torque of tire–road contact patch that slides ing system. Vehicle static steering torque can be written
around the kingpin–ground intersection can be as follows
obtained by equation (12). The tire-patch sliding torque 8
is given by > Mzf + MzG
< + Mf 0 , fkp .ft0
Mz = i ð15Þ
Mzf = Mzft cos s cos t ð13Þ >
: Ks g + MzG + Mf 0 , f f
kp t0
i
Ma et al. 5
where i is the transmission ration of torque, Mf0 is the The intersection between the straight line of kingpin
internal friction torque of steering system, which is rep- and driveshaft can be used as wheel rotation center
resent in section ‘‘Static steering torque estimation and based on assumptions mentioned above. The real car
test results.’’Ft0 is the threshold of elastic angle of tire. hard spot point data of wheel rotation center, inner
And the elastic Ks can be written as follows point, and outside point of tie rod are used to project
the locations of the objects on a 2D piece of paper. The
Mzf motion of rack-suspension transmission system during
Ks = ð16Þ
g max a turn is shown in Figure 6.
With the hard spot point data of a real vehicle sus-
where g max is the elastic deformation angle when the pension known, the length of knuckle arm Lk, tie rod
tire starts to slide. Lt, and the distance Lrk from the intersection of rack
and tie rod to the intersection of knuckle arm and king-
Transmission ratio of torque pin can be easily obtained. The angle urtl, urkl, utkl, and
u2 are also easily available when steering wheel is in
The torque transmission ratio from steered wheel to central position. The left-side parameters are analyzed
steering wheel will change with steering angle; therefore, and the right-side parameters can be obtained using the
the feedback of static steering torque on steering wheel same method.
needs to be refined by the variable torque transmission Rack covers a distance of xr when steering wheel
ratio. In this section, the steering torque transmission turns a certain angle (assuming that wheels turn right)
ratio is investigated on the basis of the kinematic
analysis. u
xr = pR ð17Þ
Steering system is spatial structure whose kinematic 180
relations are highly complex, but Z-axis has little effect
where u is the steering wheel angle and R is the radius
on the change of tire angle during cornering. In order
of steering gear.
to analyze the torque transfer, some assumptions about
The left distance L0rkl from the intersection of rack
rack-suspension transmission system are given as
and tie rod to the intersection of knuckle arm and king-
follows:
pin after steering wheel has turned an angle of u are
given by
1. Three-dimensional (3D) space can be converted
into two-dimensional (2D) plane when the effect qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
of Z-axis is not considered; L0rkl = L2rk + x2r 2xr Lrk cos (p urkl ) ð18Þ
2. Components of steering mechanism are rigid;
Tire angle is a result of the rotation of knuckle arm
3. Rack movement is a motion of translation.
Rack-suspension transmission system is simpli-
dl = u3 (u2 u1 ) ð19Þ
fied into the single-freedom system;
4. The virtual rotation center is taken as the center where dl are left tire angle. u1, u2, and u3 can be
of wheel rotation. obtained based on cosine
6 Advances in Mechanical Engineering
40
20
tire angle (deg)
0
right_real
-20 left_real
right_theory
left_theory
-40
steering wheel angle (deg) Figure 8. Angle between the rack and the tie rod.
8 02
Lrkl + L2rk x2r
>
> u1 = arccos
>
<
0
2 2Lrkl2Lrk 2
L + L L
u2 = arccos k 2Lk Lrkrk t ð20Þ
>
>
>
: u = arccos L2k + L02rkl0 L2t
3 2Lk L rkl
Frt 3 R ð22Þ
The calculation results of rack–tie rod angle and tie > F = F 3 cos (p urt )
: tt rt
rod–knuckle arm angle are shown in Figures 8 and 9. L = Lk 3 sin (utk )
The ‘‘inner’’ and ‘‘outer’’ are relative to steering; the
inner is the left when steering wheel turns left. Figure 8 where Lk is the length of knuckle arm, and ukk is a con-
illustrates that the rack–tie rod angles of inner and stant, ukk = 95:38.
outer are decrease with steering angle, and the decrease Figure 11 illustrates the calculation results of torque
in inner is more than the outer. In Figure 9, the tie transmission ratio of the inner and outside of steered
Ma et al. 7
Figure 10. Model of torque transfer. Figure 12. Static steering torque test: (a) with plate and (b)
without plate.
Parameter Value
2Fz
Mp = 3 Mp1 = 20:05 N m ð28Þ
FGt
0 + Mp
Mf 0 = T h wp = 3:6 N m ð29Þ
i
50
The estimation results, which are described by ‘‘uncor-
rected curve’’ in Figure 18, are calculated by equation
40
(15) with constant transmission ratio. The results are
30
the point of tire closer to the experimental results in small steering angle
steering torque/(Nm)
20
starting to slide region (in Figure 18, less than 300°); however, it has a
10 large error in large steering angle region and cannot
0 describe the nonlinear character because in nonlinear
-400 -200 0 200 400
-10 torque w/plate region the slope of static steering torque rises markedly
-20 torque w/o plate in large steering angle region.
-30 fitting torque w/plate The estimation results with the method proposed in
-40
fitting torque w/o plate this article portrayed by ‘‘o’’ fit in well with experimen-
torque Mzf_sw tal results from the small steering angle to the large
-50 Mzf w/variable ratio
steering wheel angle/(deg)
steering angle, and the sharply rising slope of large
steering angle region is also accurately described. The
Figure 16. Verification of tire-patch sliding torque model. estimation and experimental results are more or less
consistent when steering wheel rotates in reverse direc-
tion. The probable reasons are that the friction coeffi-
cient changes, which are assumed to be constant in our
model, or the road surface roughness of two steered
wheels are different.
The reasons for the errors of different static steering
models are given as follows:
Figure 17. Scheme of static steering torque. The estimation method proposed in this article con-
siders the rectangle tire patch and the variable trans-
mission ration; therefore, it fits in well with experiment
than the other method.
Static steering torque test
The scheme of static steering torque estimation is
shown in Figure 17. And the calculation and experi- Conclusion
mental results illustrated in Figure 18 show that static In this study, an estimation model of static steering tor-
steering torque increases with steering angle: it increases que is constructed, including gravity aligning torque
linearly when calculated by traditional empirical for- and tire-patch sliding torque. The analysis of tire-patch
mula method or others without modification by trans- sliding torque is based on the assumption that tire–
mission ratio, while it increases nonlinearly with the road contact patch is rectangular instead of being circu-
proposed method in this article. lar. And then this model is further refined by variable
From Figure 18, it can be seen that the estimation transmission ratio and compensated by the internal
results of empirical formula are larger than the experi- friction torque of steering system. With the proposed
ment ones in region of small steering angles, but they method, a nonlinear curve of static steering torque is
become smaller in region of large steering angles. This obtained, which proves to be in better accordance with
phenomenon illustrates that the empirical formula has the real vehicle static steering torque, and explains the
large error in estimating static steering torque of radial phenomenon of sharp increase in steering torque when
tire, whose tire patch is more similar to a rectangle. steering wheel angle becomes very large (over 300°).
10 Advances in Mechanical Engineering
Figure 18. Comparison of static steering torque between model and real vehicle.
The research of static steering torque in this article compensation for vehicle dynamics control. Proc
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Declaration of conflicting interests
low friction road. Vehicle Syst Dyn 2014; 52: 280–308.
The author(s) declared no potential conflicts of interest with 6. Li L, Ran X, Wu K, et al. A novel fuzzy logic correc-
respect to the research, authorship, and/or publication of this tional algorithm for traction control systems on uneven
article. low-friction road conditions. Vehicle Syst Dyn 2015; 53:
711–733.
Funding 7. Li L, Jia G, Chen J, et al. A novel vehicle dynamics sta-
bility control algorithm based on the hierarchical strategy
The author(s) disclosed receipt of the following financial sup- with constrain of nonlinear tyre forces. Vehicle Syst Dyn
port for the research, authorship, and/or publication of this 2015; 53: 1093–1116.
article: This work is partially supported by National Natural 8. Li L, Song J, Li HZ, et al. Comprehensive prediction
Science Foundation of China (51375009 and 51575223) and method of road friction for vehicle dynamics control.
Tsinghua University Initiative Scientific Research Program Proc IMechE, Part D: J Automobile Engineering 2009;
(2014z21039). 223: 987–1002.
9. Schmitt PD. Prediction of static steering torque during
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