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<article article-type="research-article" dtd-version="1.3" xmlns:mml="http://www.w3.org/1998/Math/MathML" xmlns:xlink="http://www.w3.org/1999/xlink" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xml:lang="ru"><front><journal-meta><journal-id journal-id-type="publisher-id">novtexmech</journal-id><journal-title-group><journal-title xml:lang="ru">Мехатроника, автоматизация, управление</journal-title><trans-title-group xml:lang="en"><trans-title>Mekhatronika, Avtomatizatsiya, Upravlenie</trans-title></trans-title-group></journal-title-group><issn pub-type="ppub">1684-6427</issn><issn pub-type="epub">2619-1253</issn><publisher><publisher-name>Commercial Publisher «New Technologies»</publisher-name></publisher></journal-meta><article-meta><article-id pub-id-type="doi">10.17587/mau.24.352-363</article-id><article-id custom-type="elpub" pub-id-type="custom">novtexmech-1406</article-id><article-categories><subj-group subj-group-type="heading"><subject>Research Article</subject></subj-group><subj-group subj-group-type="section-heading" xml:lang="ru"><subject>РОБОТЫ, МЕХАТРОНИКА И РОБОТОТЕХНИЧЕСКИЕ СИСТЕМЫ</subject></subj-group><subj-group subj-group-type="section-heading" xml:lang="en"><subject>ROBOT, MECHATRONICS AND ROBOTIC SYSTEMS</subject></subj-group></article-categories><title-group><article-title>Обзор моделей и методов управления шаговыми двигателями</article-title><trans-title-group xml:lang="en"><trans-title>Overview of Models and Methods for Control of Stepper Motors</trans-title></trans-title-group></title-group><contrib-group><contrib contrib-type="author" corresp="yes"><name-alternatives><name name-style="eastern" xml:lang="ru"><surname>Фуртат</surname><given-names>И. Б.</given-names></name><name name-style="western" xml:lang="en"><surname>Furtat</surname><given-names>I. B.</given-names></name></name-alternatives><bio xml:lang="ru"><p>д-р техн. наук, проф., гл. науч. сотр.</p><p>Санкт-Петербург</p></bio><bio xml:lang="en"><p>Furtat Igor B., Dr. of Tech.Sc., Professor</p><p>St. Petersburg, 199178</p></bio><email xlink:type="simple">cainenash@mail.ru</email><xref ref-type="aff" rid="aff-1"/></contrib><contrib contrib-type="author" corresp="yes"><name-alternatives><name name-style="eastern" xml:lang="ru"><surname>Жуков</surname><given-names>Ю. А.</given-names></name><name name-style="western" xml:lang="en"><surname>Zhukov</surname><given-names>Y. A.</given-names></name></name-alternatives><bio xml:lang="ru"><p>науч. сотр.</p><p>Санкт-Петербург</p></bio><bio xml:lang="en"><p>St. Petersburg, 199178</p></bio><email xlink:type="simple">zh_kv@mail.ru</email><xref ref-type="aff" rid="aff-2"/></contrib><contrib contrib-type="author" corresp="yes"><name-alternatives><name name-style="eastern" xml:lang="ru"><surname>Слободзян</surname><given-names>Н. С.</given-names></name><name name-style="western" xml:lang="en"><surname>Slobodzyan</surname><given-names>N. S.</given-names></name></name-alternatives><bio xml:lang="ru"><p>канд. техн. наук, зав. лабораторией</p><p>Санкт-Петербург</p></bio><bio xml:lang="en"><p>St. Petersburg, 199178</p></bio><email xlink:type="simple">ja-nikita@mail.ru</email><xref ref-type="aff" rid="aff-2"/></contrib></contrib-group><aff-alternatives id="aff-1"><aff xml:lang="ru"><institution>Институт проблем машиноведения РАН</institution><country>Россия</country></aff><aff xml:lang="en"><institution>Institute of Problems of Mechanical Engineering Russian Academy of Sciences</institution><country>Russian Federation</country></aff></aff-alternatives><aff-alternatives id="aff-2"><aff xml:lang="ru"><institution>Балтийский государственный технический университет "ВОЕНМЕХ" им. Д. Ф. Устинова</institution><country>Россия</country></aff><aff xml:lang="en"><institution>Baltic State Technical University "VOENMEH"</institution><country>Russian Federation</country></aff></aff-alternatives><pub-date pub-type="collection"><year>2023</year></pub-date><pub-date pub-type="epub"><day>09</day><month>07</month><year>2023</year></pub-date><volume>24</volume><issue>7</issue><fpage>352</fpage><lpage>363</lpage><permissions><copyright-statement>Copyright &amp;#x00A9; Commercial Publisher «New Technologies», 2023</copyright-statement><copyright-year>2023</copyright-year><copyright-holder xml:lang="ru">Commercial Publisher «New Technologies»</copyright-holder><copyright-holder xml:lang="en">Commercial Publisher «New Technologies»</copyright-holder><license xlink:href="https://mech.novtex.ru/jour/about/submissions#copyrightNotice" xlink:type="simple"><license-p>https://mech.novtex.ru/jour/about/submissions#copyrightNotice</license-p></license></permissions><self-uri xlink:href="https://mech.novtex.ru/jour/article/view/1406">https://mech.novtex.ru/jour/article/view/1406</self-uri><abstract><p>Представлен обзор моделей и алгоритмов управления шаговым двигателем (ШД). Благодаря высокой точности, улучшенным показателям удельной мощности, экономичности и надежности по сравнению с другими синхронными двигателями ШД широко используются в различных практических приложениях и научном оборудовании. В авиационной и космической технике ШД активно применяются в исполнительных системах, таких как приводы движения элементов крупногабаритных конструкций, системы наведения и стабилизации и т. д. В статье описаны некоторые существующие алгоритмы управления ШД, которые основаны как на знании параметров модели ШД, так и на отсутствии той или иной информации. Из множества описанных алгоритмов выделены четыре (ПИД регулятор, алгоритм точной линеаризации обратной связью, адаптивное управление с частично неизвестными параметрами и адаптивное управление с полностью неизвестными параметрами), которые показали наилучшие результаты переходных процессов по слежению угла ротора ШД за эталонным значением. Также приводится сравнительный численный анализ среди данных четырех алгоритмов, который показал, что наилучшие результаты переходных процессов продемонстрированы адаптивными регуляторами (в смысле наименьшей ошибки в установившемся режиме), тогда как наихудшие результаты продемонстрированы ПИД регулятором. Отмечено, что исследуемый ПИД регулятор содержит гораздо меньше контуров обратных связей по сравнению с другими алгоритмами, что упрощает выбор настраиваемых параметров и уменьшает динамический порядок замкнутой системы, однако синтез основан на знании точных параметров привода, а также чувствителен к внешним возмущениям. Напротив, адаптивные подходы успешно решают задачу оценки параметрических и функциональных возмущений, однако их реализация связана со значительными трудностями.</p></abstract><trans-abstract xml:lang="en"><p>A review of models and algorithms for control of a stepper motor (SM) is presented. Due to high accuracy, improved power density, economy and reliability compared to other synchronous motors, stepper motors are widely used in various practical applications and scientific equipment. In aviation and space technology, step motors are actively used in actuating systems, such as drives for the movement of elements of large-sized structures, guidance, and stabilization systems, etc. The article describes some existing stepper motor control algorithms, which are both based on the knowledge of the parameters of the stepper motor model, and on the absence of this or that information. Of the many described algorithms, four were selected (PID controller, exact feedback linearization algorithm, adaptive control with partially unknown parameters and adaptive control with completely unknown parameters), which showed the best results of transient processes in tracking the angle of the rotor of the SM behind the reference value. A comparative numerical analysis among these four algorithms is also given, which showed that the best results of transients are demonstrated by adaptive controllers (in the sense of the smallest error in steady state), while the worst results are demonstrated by the PID controller. It is noted that the studied PID controller contains much fewer feedback loops compared to other algorithms, which simplifies the choice of adjustable parameters and reduces the dynamic order of the closed system, however, the design is based on knowing the exact parameters of the drive and is also sensitive to external disturbances. On the contrary, adaptive approaches successfully solve the problem of estimating parametric and functional perturbations, but their implementation is associated with significant difficulties.</p></trans-abstract><kwd-group xml:lang="ru"><kwd>обзор</kwd><kwd>шаговый двигатель</kwd><kwd>модель</kwd><kwd>управление</kwd><kwd>адаптивное управление</kwd><kwd>ПИД регулятор</kwd></kwd-group><kwd-group xml:lang="en"><kwd>review</kwd><kwd>stepper motor</kwd><kwd>model</kwd><kwd>control</kwd><kwd>adaptive control</kwd><kwd>PID controller</kwd></kwd-group><funding-group><funding-statement xml:lang="ru">Работа выполнена в рамках проекта "Создание высокотехнологичного импортозамещающего производства универсальных многофункциональных мехатронных модулей, предназначенных для обеспечения работы исполнительных систем трансформируемых конструкций объектов авиационно-космической техники, обеспечивающей освоение и использование Мирового океана, Арктики и Антарктики" в БГТУ "ВОЕНМЕХ" им. Д.Ф. Устинова при финансовой поддержке Министерства науки и высшего образования Российской Федерации (соглашение № 075-11-2021-057 от 28.06.2021) в соответствии с постановлением Правительства РФ от 09.04.2010 № 218.</funding-statement><funding-statement xml:lang="en">The work was carried out within the framework of the project "Creation of a high-tech import-substituting production of universal multifunctional mechatronic modules designed to ensure the operation of executive systems of transformable structures of aerospace equipment that ensures the development and use of the oceans, the Arctic and Antarctic" at the BSTU "VOENMEH" named after. D. F. Ustinov with the financial support of the Ministry of Science and Higher Education of the Russian Federation (agreement No. 075-11-2021-057 of 28.06.2021) in accordance with the Decree of the Government of the Russian Federation of 09.04.2010 No. 218</funding-statement></funding-group></article-meta></front><back><ref-list><title>References</title><ref id="cit1"><label>1</label><citation-alternatives><mixed-citation xml:lang="ru">Машиностроение. Энциклопедия. Т. IV. Электроприводы. / Л. Б. Масандилов, Ю. Н. Сергиевский, С. К. Козырев и др.; Под общ. ред. Л. Б. Масандилова. М.: Машиностроение, 2012. 520 с.</mixed-citation><mixed-citation xml:lang="en">Masandilov L. B., Sergievsky Yu. N., Kozyrev S. K. et al. Mechanical engineering. Encyclopedia Electric drives. T. IV, Masandilova L. 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