1. Introduction
Real-time monitoring of structural deformations using strain measurements is a vital technology for actuation and control of smart structures, as well as for Structural Health Monitoring (SHM) [
1,
2,
3]. This technology is known as ‘‘shape sensing’’. Some researchers have presented deformed shape monitoring by using strain data measured by strain gauge (SG) or fiber Bragg grating (FBG) [
4,
5,
6]. For example, Jones et al. [
7] demonstrated an algorithm which utilized strain information from a set of sixteen FBG sensors mounted on a plate to determine the full deformation field of a cantilever honeycomb plate under arbitrary loading conditions. Kim et al. [
8] proposed a method to estimate the bridge deflection using FBG strain sensors. Through the application of classical beam theory, they developed a formula to estimate the continuously deflected profile by using strains measured directly from several points. Using geometric formula, cognition of the structural displacements can also yield a real-time reconstruction of structural strains and stresses, while additionally realizing the application of displacement and stress monitoring or shape- and stress-sensing [
9].
A key solution to improve the machining precision of heavy-duty machine tools is real-time estimation of the deformed shape of important structures using shape sensing. As the deformation of the gantry structure in heavy-duty machine tools is a main factor that affects machining accuracy, real-time monitoring and compensation of gantry structure deformation is vital to improve the processing accuracy. Many of the aforementioned methods rely on classical beam theory and integration method, which are invalid if the structure has a complex shape, for instance, the gantry structure of heavy-duty machine tools. In order to compensate their shortcomings, the inverse Finite Element Method (iFEM) was proposed. Tessler and Spangler [
10] developed an iFEM to reconstruct the deformation of a three-dimensional plate based on the minimization of a least-squares functional that uses the complete set of strain measures. Through theoretical analysis, they proved that the iFEM can reconstruct the displacement field exactly. Farahani et al. [
11] made use of iFEM to estimate the blank size and predict the strain distribution in sheet metal forming. They demonstrated that the result obtained by iFEM is in good agreement with commercially available finite element software and experimental results. Kefal et al. [
12] published a guide that four-node quadrilateral inverse-shell element, iQS4, is used to monitor displacement and stress of a Panamax containership. Using strains obtained from high-fidelity finite element solutions as the experimentally measured strains, the numerical results confirmed the robustness of the iFEM methodology for monitoring multi-axial deformations and stresses of a Panamax containership floating in beam sea waves. iFEM does not only reconstruct mechanical deformation of a beam and plate but also thermal deformation and composite structures, such as sandwich structures. Cerracchio et al. [
13] used iFEM to reconstruct mechanical and thermal deformation of typical composite stiffened structures. They also employed iFEM as a general framework and the Refined Zigzag Theory (RZT) as the underlying plate theory to monitor deformation and stress in laminated composite and sandwich structures [
3].
Many of the aforementioned algorithms require a simple shape which can satisfy classical beam theory or use traditional SG to obtain strain data—the kind of data that are either inaccurate or difficult to realize outside a laboratory environment. Fast response or real-time monitoring is important for improving machine precision of heavy-duty machine tools. Due to their attractive characteristics, such as lightweight, small size, electromagnetic interference immunity, long-distance transmission, and electric isolation, FBG have been widely used for measuring strain and temperature data [
14,
15,
16,
17,
18,
19]. In order to satisfy the requirement for real-time monitoring, we used FBG to measure strain data, which is different from the traditional iFEM in this paper.
As the gantry structure of heavy-duty machine tools is statically indeterminate and complex in shape, traditional iFEM which mainly focuses on some simple beam structures fails to meet the requirements of reconstruction. In this paper, we monitor, reconstruct and compensate the deformation of the gantry structure using new shape functions based on iFEM. This paper is structured as follows: Firstly, the gantry structure is divided into elements and displacement functions of these elements are selected. The shape function is obtained by substituting degrees of freedom (DOF) of element nodes into displacement functions. Through a differential method, the relation between strain and DOF of element nodes is established. Secondly, the iFEM displacement solution is obtained by minimizing an error functional defined as the least-squares error between the analytic strain data and the corresponding experimental strains. Using coordinate transformation and problem-specific displacement boundary conditions, the deformation of the gantry structure is obtained. Finally, through comparison of the deformation of the gantry structure reconstructed by iFEM and that which was simulated by ANSYS, a commercially available finite element software, the accuracy, convergence, and robustness of the reconstruction algorithm is verified. The reconstruction algorithm based on iFEM in this paper has the following advantages: (1) it can reconstruct the gantry structure deformation of heavy-duty machine tools without considering the magnitude and form of the force acting on it; (2) it can reconstruct the deformation of a gantry structure which is statically indeterminate and complex in shape; (3) in order to realize real-time monitoring, experimental strain data are measured by FBG which possess many merits such as high sensitivity, anti-electromagnetic interference, strong stability, wavelength division multiplexing and easy installation. The reconstruction method based on iFEM presents a new way for real-time monitoring and compensation of gantry structure deformation which is of great significance to improve the machining precision of heavy-duty machine tools.
In the remainder of the paper, the principles of iFEM are assessed (
Section 2). The method and experiment setup are then discussed (
Section 3). Finally, to examine the predictive capability of the reconstruction algorithm using iFEM, an experiment was established. The deformation simulated by ANSYS was compared with the deformation reconstructed by iFEM under the same loading condition (
Section 4). The conclusions of this research are presented in
Section 5.
2. Inverse Finite Element Formulation for Gantry Structure
Firstly, the gantry structure is divided into six elements by element nodes (
Figure 1a). In
Figure 1a, 1, 2, 3 … 6 denote node numbers and #1, #2, #3 … #6 are element numbers. The result of element division is shown in
Figure 1a. Local coordinate systems (
) (
are used as each element frame of reference, with its coordinate origin (0, 0) located at one node of the element (
Figure 1b). Herein, displacement and strain field of the element are formulated using the local coordinate systems. In order to assemble local element matrices into a global element matrix, suitable transformation matrices defining the local to global transformations can easily be obtained by referring the element nodes to the global coordinates (x, y). This will form a follow-up description.
The two-node inverse-beam element is adopted to express the iFEM formulation for the gantry structure. As shown in
Figure 2, it has three displacement DOF per node, the displacement along the x- and y-axes and the rotation about z-axes. It is assumed that the element has a uniform thickness, and that
defines the thickness of the element (
Figure 2).
According to the FEM theory, because the number of DOF per element is six, the displacement function along x-axes is selected as a linear polynomial, while the displacement function along y-axes is cubic. They can be expressed as follows:
where
and
are the displacement of the element along the x- and y-axes and
is the rotation about z-axes.
Equations (1a)–(1c) are represented as a matrix form:
In order to solve the value of
after substituting the node DOF shown in
Figure 2 into Equation (2), it can be described as follows:
where
and
are the DOF of
and
element node.
Replacing
with
, Equation (2) can be expressed as follows:
where
is the shape function of each element; in order to facilitate the later operation,
is divided into three parts,
.
It is crucial for the iFEM technology to obtain strain data from discrete in-situ strain measurements. Due to high sensitivity, anti-electromagnetic interference, strong stability, wavelength division multiplexing, easy installation and other merits, FBG are used to measure strain when the structure is deformed. For the purpose of calculating the membrane and bending strains experimentally, the FBG should be mounted on the top and bottom surfaces of the element as shown in
Figure 3.
The experimentally measured membrane strains
and curvatures
can be obtained from the measured strains by FBG at
n discrete locations
(
) located within the element. These strains are computed as follows:
where
and
represent the strain measured by FBG on the top and bottom surface locations, respectively.
The relation between displacement and strain data of iFEM are expressed in terms of nodal displacement vector,
, as:
where
and
are the strain matrices which contain derivatives of the shape functions,
.
In order to reconstruct the deformation of the element, a least square functional
containing the strains acquired by FBG is proposed.
,
and
,
defined by Equations (5a)–(6b) are minimized with respect to the nodal displacement DOF,
. As strain matrices only depend on the locations of FBG and the length of elements, the unknown DOF of the elements can be obtained. The function
which accounts for the membrane and bending deformations can be written as:
The squared norms expressed in Equation (7) can be written in the form of the normalized Euclidean norms:
where
is the number of FBG in an element domain and
is the thickness of the element.
Considering each element with a specific length,
, if one of the FBG sensors mounted on the structure surface is invalid, Equations (8a) and (8b) take on the reduced form with the corresponding weighting constant
:
where the weight coefficient,
, is set to be small, e.g.,
.
Substituting Equations (8a) and (8b) into Equation (7), Equation (7) can be minimized with respect to the nodal displacement DOF, giving rise to:
The element
matrix is similar to the stiffness matrix in FEM and only dependent on the locations of FBG and the length of the elements. It can be explicitly written as follows:
The
, however, is dependent on the measured strain values. It is defined as follows:
As displacement and strain field of the element are formulated using the local coordinate systems, the element matrices,
and
corresponding to the global coordinate system of the gantry structure can be calculated as:
where
is the coordinate transformation matrix and
is the number of elements in the gantry structure.
Accounting for specific problem-dependent displacement boundary conditions, the nodal displacement can be obtained:
where
is a positive definite matrix. The solution to these equations for the unknown nodal displacement is efficient because the matrix
remains unchanged for a determined distribution of FBG, additionally, as the length of the element and its inverse should be calculated only once during the process of the real-time monitoring.
only depends on the strain data measured by FBG when the structure is deformed, therefore at any strain-measurement update during deformation, Equation (14) provides the solution for the unknown nodal displacement DOF,
.
4. Experiment and Analysis
As per the method and setup of the experiment detailed in
Section 3, the deformations of the gantry structure reconstructed by iFEM and computed by ANSYS were compared under the same loading condition and boundary condition.
For the convenience of displaying the experimental results, the membrane and bending deformation of the gantry structure are formulated using the local coordinate systems and the gantry structure is divided into three beams, shown in
Figure 8.
Figure 9 shows the experimental setup. As shown in
Figure 9, in the experiment, the 20 kg weight was placed on the loading block which ensured that the force was constant along the z-axis of the gantry structure. As the gantry structure has the same constraint in the direction of the z-axis and its material properties are isotropic, the 3-D gantry structure in
Figure 9 can be converted to a 2-D structure. When the gantry structure is unloaded, the initial wavelength of FBG is measured and stored into a PC by a demodulator. When the 20 Kg weight is put on the loading block, the wavelength change of FBG can be obtained. Using Equation (17), the strain data can be calculated.
Table 3 shows the strain results of FBG.
Figure 10a–f show the comparison result of the membrane and bending displacement in beams 1–3, respectively. The continuous curves indicate the deformation reconstructed by iFEM while the discrete points are the deformation computed by ANSYS in the figures. They show that the deformation of the gantry structure obtained by iFEM coincides with that computed by ANSYS. It certifies that iFEM for reconstruction of deformation in the gantry structure of heavy-duty machine tools is accurate.
As shown in
Figure 10b–e, the largest reconstruction error is 15%, which is at the joints of Beam 1, Beam 2, and Beam 3 since the deformation of the structure is complex and concentration of stress occurs in the joints. These factors will cause difficulties for iFEM to reconstruct deformation and FBG to measure strain. Therefore, the position of FBG should be far away from the joints where the strain changes greatly.
The glue, the black tape and FBG position errors are additional factors which lead to reconstruction error. As the glue and the black tape cannot completely fix the FBG to the surface of the measured structure, there is an error between the strain measured by the FBG and the actual strain. As for FBG position errors, as shown in
Figure 11a, when the structure is pressed, due to the thickness of the glue, the measuring position of the FBG is the
cross section, while the actual deformation position of the structure is the
cross section. The relation of strain data between the two positions can be expressed as follows:
where
is the actual strain of the structure when it is pressed,
is the strain data measured by FBG.
As shown in
Figure 11b, when the structure is pulled, the relation of strain data between the two positions is given by
where
is the actual strain of the structure when it is pulled,
is the strain data measured by FBG.
5. Conclusions
The deformation of the gantry structure in heavy-duty machine tools is the main factor that affects machining accuracy. As it is statically indeterminate and complex in shape, the reconstruction algorithm based on iFEM is proposed to synchronously monitor and compensate for the deformation of the gantry structure in heavy-duty machine tools. The displacement functions of each element are determined. In order to obtain the shape function, degrees of freedom (DOF) of element nodes are substituted into displacement functions. Through differential methods, the relationship between strain and DOF of element nodes is established by the strain matrices, and . Subsequently, the DOF of element nodes are obtained by minimizing a functional defined as the least-squares error between the analytic strain data and the corresponding experimental strains measured by FBG. Considering coordinate transformation and problem-specific displacement boundary conditions, the total deformation of the gantry structure is obtained.
In order to examine the accuracy of iFEM for reconstructing the deformation of the gantry structure, an experiment was carried out. As the deformation of the gantry structure contains both membrane displacement and bending displacement, which cannot be measured synchronously by laser displacement sensors in the laboratory, the deformation simulated by ANSYS was used to replace the experimentally measured deformation and subsequently compared with the deformation reconstructed by experimental strain data under the same loading condition.
In accordance with the experimental results, the following conclusions can be obtained: (a) the iFEM methodology can accurately monitor and reconstruct the deformation of the gantry structure in heavy-duty machine tools with the reconstruction error controlled to within 15%. (b) the paste position of FBG should be located far from the joints of the gantry structure. (c) the glue, the black tape and FBG position errors are factors which lead to reconstruction error.
The iFEM provides a theoretical basis for improving the machining precision of heavy-duty machine tools. Future efforts will focus on the real-time reconstruction of the base of heavy-duty machine tools, which is also a main factor that affects machining accuracy.