1. Introduction
An oblique wing aircraft (OWA) is an asymmetric layout aircraft that can rotate its wing at different flight velocities, forming various wing sweep configurations, with one side swept forwards and the other side swept back, as shown in
Figure 1 [
1]. During the oblique wing skewing process, the rotating wing will not only produce changes in lift, drag, and pitch moments but also generate asymmetric side forces, roll moments, and yaw moments. In addition, the wing components can have nonlinear interference with the fuselage, resulting in nonsteady time-varying aerodynamic forces during the wing skewing process. The variation rules of this time-varying aerodynamic force are complex, and it is impossible to accurately characterize the functional relationship between the time-varying aerodynamic force and the wing skewing rate. Therefore, the three-axis motion of the OWA during the wing skewing process has coupling and nonlinear characteristics, making it difficult to establish an accurate aerodynamic model, and resulting in uncertainty in closed-loop aircraft. Sliding mode control is a nonlinear control method that ensures the dynamic quality of a system through the design of a sliding mode function and reaching law. It can generate control signals in a targeted manner based on changes in controlled system state variables, thereby causing the state variables to move along a specified sliding surface [
2,
3,
4,
5]. The flight control law designed using the sliding mode control method has a certain adaptability to changes in the configuration and aerodynamic parameters of OWA. In addition, the robustness of the sliding mode control is strong, and only a set of control law parameters are needed to eliminate the disturbances caused by aerodynamic modeling errors, noise measurement errors, and large-scale variations in aircraft motion parameters during the wing skewing process, without the need for frequent switching of the control law parameter values, making it more suitable for wing skewing processes with uncertainty in aerodynamic models.
The stability margin is an important criterion for evaluating whether the design values of flight control law parameters are suitable for real flight environments. As the stability metrics of linear time-invariant systems, the phase margin (PM) and gain margin (GM) have become the basic criteria for the design of flight control law parameters. The PM is defined as the angle difference between −180° and the open-loop frequency characteristics of the system with an open-loop gain of 1. It can reflect the maximum lag phase at which the system can still maintain stability for a specific frequency input signal with a gain of 1 [
6]. The GM is defined as the inverse value of the open-loop amplitude–frequency characteristics of the system when there is a 180° phase lag in the feedback signal, reflecting the maximum range of open-loop gain changes allowed for the system to maintain stability [
6]. However, the calculation of the PM and GM needs to be based on the linearized model of the control system. Due to the no-fixed configuration of OWA during the wing skewing process, the equilibrium point of closed-loop aircraft will change in real time with different skewing angles, resulting in the linear model of closed-loop aircraft not being unique. Even if a certain intermediate configuration in the skewing process is linearized, the analytical expression for the stability margin cannot be derived due to the high order and complexity of the linearized model. Therefore, it is difficult to quantify the impact of the control law parameter values on the stability of closed-loop aircraft using only the PM and GM.
In recent years, Yang X et al. [
7,
8,
9,
10,
11,
12] developed two new types of stability margin metrics based on perturbation theory for linear time-invariant, linear time-varying, and nonlinear systems, namely, the singular perturbation margin (SPM) and generalized gain margin (GGM). In control theory, perturbations are usually categorized into singular perturbations and regular perturbations. Singular perturbation refers to the perturbation that changes the nominal system’s order, such as the transmission time delay of state feedback signals, and unmodelled elastic deformation of the wings and fuselage. Regular perturbation refers to perturbation that does not change the nominal system’s order, such as the measurement errors in the state feedback signals, and changes in the aircraft mass and center of the gravity position. Under this classification condition, the SPM is defined as the maximum singular perturbation value allowed to maintain system stability. The GGM is defined as the maximum regular perturbation value allowed to maintain system stability [
7]. In reference [
7], the bijective correspondence between the SPM and PM, as well as between the GGM and GM, was derived for a linear time-invariant system, proving the equivalence between the two new types of stability margins and classical stability metrics. References [
8,
9,
10,
11,
12] used the Lyapunov stability analysis method to provide the calculation steps for the SPM and GGM when there are nonlinear or time-varying factors in the system. However, the above two stability margins defined by perturbation theory still lack engineering application, and the minimum stability margin requirements for designing nonlinear time-varying systems have not been summarized.
In the field of flight control design for variable configuration aircraft, researchers have focused on applying new nonlinear or intelligent control methods to control law design [
1,
13,
14,
15,
16,
17,
18,
19,
20,
21,
22,
23]. The values of the control law parameters are mostly determined based on time-domain simulation results and are continuously tested until the closed-loop aircraft achieves good command tracking characteristics without considering the limitations of the stability margin requirements. Cheng L et al. [
13] designed an
adaptive control law based on dynamic inversion for the morphing process of a variable sweep aircraft and verified that the flight control law has satisfactory command tracking performance and strong robustness. Xu W et al. [
19] designed a switching adaptive backstepping control law for the speed and altitude command tracking process of a variable sweep aircraft and proved the stability of the closed-loop aircraft using Lyapunov stability theory. Ting Y et al. [
1] designed a sliding mode control law for the wing skewing process of an OWA, achieving trajectory stability during transitions between different configurations. However, the control law parameter values for completing the aforementioned variable sweep [
13,
17,
18,
19], variable V-tail [
20], wing folding [
21], wing telescoping [
22], and wing skewing [
1,
23] are not unique. Although different parameter combinations can ensure the stability of closed-loop aircraft, they will have different effects on the stability margin, which can be used to determine whether the control law can ensure a smooth transition of the configuration in real flight environments.
The main innovation of this paper is to introduce the stability margin requirement of closed-loop aircraft into the design process of sliding mode flight control law parameters, which can help designers easily select a combination of control law parameters that can provide appropriate stability margin, fast response speed, and fast error convergence speed for closed-loop aircraft from numerous control law parameters that only meet the tracking accuracy of flight commands. This paper is based on the research results of perturbation theory and flight control design theory. The SPM and GGM are used as the stability metrics for a closed-loop aircraft model, and a parameter design requirement is proposed for the sliding mode flight control law of OWA that considers stability margin. First, the sliding mode flight control structure and the design parameters of the control law for OWA are introduced. The SPM-gauge and GGM-gauge are added to the closed-loop aircraft, and the analytical expressions of the SPM and GGM with respect to the sliding mode control law parameters are derived. Second, based on the quasi-steady assumption, a closed-loop aircraft with a low wing skew rate is regarded as a linear time-invariant system. The design requirements for PM and GM in the flight control system design specifications are transformed into the limiting requirements for the SPM and GGM, respectively. Therefore, the value range of the flight control law parameters is determined. Then, with the goal of reducing the sum of the sliding mode reaching motion time and sliding motion time, a parameter value combination with a faster command tracking speed within the control law parameter value range that meets the stability margin requirements is selected. Finally, the design process of the sliding mode flight control law is presented for a sample OWA, and the verification of the closed-loop aircraft stability margin is completed.
2. Sliding Mode Flight Control Structure of OWA
The sliding mode flight control structure adopted by a general form of OWA during the wing skewing process is shown in
Figure 2 [
1]:
As shown in
Figure 2, the flight control structure consists of three different functional control loops, namely a trajectory control loop, an outer sliding mode control loop, and an inner sliding mode control loop.
The trajectory control loop is used to maintain the stability of the OWA trajectory during the wing skewing process. The design of the trajectory command solver in
Figure 2 adopts the PID control method, which can be used to solve the received flight speed command
and flight altitude command
into the engine thrust command
and angle of attack command
, respectively. At the same time, based on the feedback of the yaw displacement change rate
, the roll angle command in the speed axis
is generated, and together with
, it serves as the input for the outer sliding mode control loop. Since the influences of the PID control law parameter values on the stability margin of closed-loop aircraft are not studied in this paper, the design process of trajectory command solver parameters is not discussed and its detailed description can be found in reference [
1].
The outer sliding mode control loop is used to achieve attitude angle command tracking of the aircraft relative to the airflow coordinate system. The outer loop sliding mode controller can be used to calculate the received roll angle command in the speed axis
, angle of attack command
, and side slip angle command
into the roll rate command
, pitch rate command
, and yaw rate command
, which are used as inputs for the inner loop. As shown in
Figure 2, the outer loop sliding mode control structure contains feedback for three state variables
. Therefore, it is necessary to design the corresponding sliding mode control law parameters for each of these three state variables.
The design of the outer loop sliding mode controller includes the design of the sliding surface
and the design of the reaching law
. The
determines the motion equation of the closed-loop aircraft, while the
determines the output of the sliding mode controller. The design form of
and
adopted in this paper is as follows [
2,
3]:
where
is the tracking error of the state variable on the command signal,
0 is the error integral gain,
0 is the reaching law index,
0 is the approaching speed when the state variable reaches the sliding surface, and sgn( ) is the sign function. The value of parameter
can generally be chosen as a constant [
24], so the parameters to be designed in Equation (1) are only
and
.
For any control loop in state variable , the corresponding reaching law index and error integral gain need to be designed. Therefore, there are a total of 6 design parameters for the outer loop sliding mode controller: three reaching law indices and three error integral gains .
The inner loop sliding mode control is used to track the three-axis angular velocity command of the aircraft. The inner loop sliding mode controller can be used to calculate the received three-axis angular velocity
command as the required deflection angle command for each control surface, and these commands need to pass through the actuator before they can be used as inputs for the aircraft dynamics model. As shown in
Figure 2, the inner loop sliding mode control structure contains feedback for three state variables,
, and the corresponding sliding mode control law parameters need to be designed for each of these three state variables. The inner loop sliding mode controller is also based on the sliding mode surface and reaching law form in Equation (1), so the number of design parameters is also 6, namely, 3 reaching law indices
and 3 error integral gains
.
In addition, the inner loop sliding mode control structure includes the dynamics model of the OWA. The dynamic model of an OWA is very different from that of a conventional fixed-wing aircraft. The characteristic of the wing rotating around the central axis determines that the OWA cannot be treated as a rigid body as in traditional modeling methods, but should be treated as a time-varying multibody dynamics system. The expression of its multibody dynamics model should include the influence of the wing skewing on the forces and moments. Common multi-body dynamics modeling methods include Newtonian mechanics modeling methods, Lagrange equation modeling methods, and Kane equation modeling methods. The vector-form dynamic equations used in modeling OWA in this paper are as follows [
1,
22]:
where
F and
M are the forces and moments acting on the OWA, respectively.
m is the mass of the OWA.
V is the flight speed.
is the angular velocity of rotation of the body axis system relative to the inertial coordinate system.
S is the static moment of the OWA around the origin of the body axis system, representing the mass distribution of the aircraft, where the origin of the body axis system is located at the center of gravity of the OWA in the 0° skewing angle configuration.
0, 1 represents fixed fuselage and movable wing, respectively.
is the rigid mass of each part of the OWA;
is the moment of inertia of each part relative to its own center of mass;
is the angular velocity of rotation of each part around the body axis system;
describes the change in mass distribution of the OWA relative to the body axis system caused by wing skewing.
The values of the reaching law index and error integral gain will affect the SPM and GGM of the control loop. It has been proven in references [
25,
26] that when multiple control loops in a system are perturbed simultaneously, as long as the perturbation value is less than the minimum stability margin among all control loops, the closed-loop system can still maintain stability. This conclusion indicates that the SPM and GGM of the closed-loop system are equal to the minimum SPM and GGM among all control loops, respectively. From a physical perspective, since the divergence of the response of any control loop can cause the divergence of the entire closed-loop system, when all control loops are subjected to the same perturbation, the loop with the lowest stability margin will first exhibit a divergence trend. Therefore, its stability margin can be used as the stability margin of the closed-loop system. To determine the SPM and GGM of the closed-loop aircraft, it is necessary to calculate the SPM and GGM of
control loops separately and then select the minimum value from them.
3. Relationship between the SPM and Sliding Mode Control Law Parameters
In this section, the control loop of the single-state variable is taken as an example and the Lyapunov stability analysis method is used to calculate the SPM of this loop to establish the bijective relationship between the SPM and the sliding mode control law parameters.
According to
Figure 2, the closed-loop control structure of a single-state variable is as follows:
In
Figure 3,
is the state variable, which can be either the outer loop state variables
or the inner loop state variables
.
is the command signal corresponding to the state variable
.
is the tracking error of the command signal. The sliding surface
and reaching law
are based on the design form in Equation (1). The parameters to be designed are the reaching law index
and error integral gain
.
According to time-scale separation methods [
1,
22], the dynamic response of the inner loop fast variable is ignored in this paper when designing the outer loop; that is, considering that the inner loop fast variable has reached a steady state, the inner and outer loops can be separated for control law design. Therefore, when
is selected as the outer loop state variable, the controlled plant in
Figure 3 is a dynamic equation about
. When
is selected as the inner loop state variable, the controlled plant becomes the dynamic equation about
, and its specific form is detailed in reference [
1].
The dynamic equation of the controlled plant can be written as a nonlinear affine form, as shown in Equation (3):
where
and
are the continuous functions related to the state variable.
is the sliding mode control law.
is the time. To maintain a stable flight path during the wing skewing process, reference [
1] designed
as follows:
This control law is related to the motion characteristics of the aircraft and the design parameters of the sliding mode controller and changes in real time with different flight states. By substituting Equation (4) into the dynamic Equation (3), the state equation of the system in
Figure 3 can be obtained as follows:
According to Equation (5), under the action of the sliding mode control law , the motion characteristics of the closed-loop system depend only on the design form of the error integral gain and sliding mode reaching law and are independent of the motion characteristics or scales of the controlled plant, that is, the forms of and .
To impose singular perturbation on the closed-loop aircraft motion model, it is necessary to add subsystems with perturbation parameters to the structure in
Figure 3. This subsystem is artificially introduced for calculating the SPM and is commonly referred to as the SPM-gauge [
7]. The resulting singular perturbation system structure is shown in
Figure 4.
The method of imposing singular perturbation on the closed-loop aircraft in this paper is to increase the phase delay of the state variables in the feedback path. Therefore, the SPM-gauge in
Figure 4 is selected as an all-pass filter with first-order response characteristics, and its state equation is expressed as follows [
7]:
In Equation (6),
is the singular perturbation parameter.
is the state variable of the SPM-gauge.
is the output of the SPM-gauge.
is the filter constant, which affects the phase delay of the output signal
. Assuming that
(0,
*] is the range of singular perturbation parameter values that maintain the stability of the system in
Figure 4, then
* is an SPM.
By combining Equations (5) and (6), the state equation of the system in
Figure 4 can be obtained as follows:
By letting
, the equilibrium point of Equation (7) is determined to be
. To move this equilibrium point to the origin, variable substitutions of
and
are implemented, and Equation (7) is rewritten in the form of
as follows:
According to the sliding surface and reaching law designed in Equation (1),
in Equation (8) can be expressed as follows:
By setting
and
and substituting Equation (9) into Equation (8), the final form of the system state equation in
Figure 4 can be obtained as follows:
The following is based on the Lyapunov stability analysis method to derive the range of singular perturbation parameters for maintaining System (10) stability.
Equation (11) is selected as an alternative Lyapunov function for System (10).
where
0.5. Then, the derivative of
along the system trajectory can be expressed as:
where
,
and
satisfy the following inequality:
where
(0,1), whose values affect the final convergence accuracy of the state variables
. To reduce the complexity of calculating the stability margin,
can be taken as a constant. By substituting Inequality (13) into Equation (12), we determine that
satisfies the following inequality:
When
is negative, the system in
Figure 4 is stable. At this time, the quadratic coefficient matrix in Equation (14) must be positive definite. The first- to third-order principal minor determinants of the coefficient matrix are set to be positive, and
is taken. Then, the range of
can be determined as follows:
where
,
,
, and
. The analytical expression for the SPM is given by Equation (15), which is mainly influenced by the filter constant
and sliding mode control law parameters (
,
). Once the value of the singular perturbation parameter in the feedback loop is larger than
*, the motion of the closed-loop aircraft will exhibit a divergent trend.
4. Relationship between the GGM and Sliding Mode Control Law Parameters
In this section, the single-variable control loop of the OWA is still used as an example, and the Lyapunov stability analysis method is implemented to calculate the GGM of this loop to establish the bijective relationship between the GGM and the sliding mode control law parameters.
To impose regular perturbations on closed-loop aircraft, a subsystem with regular perturbation parameters, commonly referred to as a GGM-gauge [
7], needs to be added to the structure of
Figure 3. The resulting regular perturbation system structure is shown in
Figure 5.
Since regular perturbation does not change the order of the original closed-loop aircraft model, the GGM-gauge takes the general form of a proportional component with a constant gain value .
Regular perturbation on the closed-loop aircraft model is imposed in this paper by changing the tracking error of the command signal in the forward path. At this time, the error signal received by the sliding mode controller changes from
to
, and the control law
also changes from Equation (4) to Equation (16).
By substituting Equation (16) into the aircraft dynamics in Equation (3), the motion form of the state variables when regular perturbation exists can be written as follows:
According to Equation (17), the motion characteristics of a regular perturbation system depend on the design of the regular perturbation parameter , the error integral gain , and the sliding mode reaching law and are also independent of the motion characteristics or scales of the controlled plant.
By letting
, the equilibrium point of Equation (17) is determined to be
. To move this equilibrium point to the origin, a variable substitution of
is used, and Equation (17) is rewritten in the form of
.
According to the sliding surface and reaching law designed via Equation (1), the expression of
under regular perturbation can be obtained as follows:
Letting
and
, and then substituting Equation (19) into Equation (18), the state equation of the system in
Figure 5 can be obtained as follows:
The following is based on the Lyapunov stability analysis method to derive the range of regular perturbation parameters for maintaining System (20) stability.
Equation (21) is selected as an alternative Lyapunov function for System (20).
Then, the derivative of
along the system’s trajectory can be expressed as
where
and
satisfy the following inequality:
where
(0,1), whose values affect the final convergence accuracy of the state variables
. To reduce the complexity of calculating the stability margin,
and
can be taken as constants. By substituting the Inequality (23) into Equation (22), we determine that
satisfies the following inequality:
When
is negative, the system in
Figure 5 is stable. At this time, the quadratic coefficient matrix in Equation (24) must be positive definite. The first- and second-order principal minor determinants of the coefficient matrix are set to be positive, and
is taken. Then, the inequality relationship satisfied by the regular perturbation parameter
can be determined as follows:
where
,
and
. To place the solution of Inequality (25) within a bounded interval of positive real numbers, its quadratic coefficients and discriminant should satisfy the following expression:
The solution to inequality (26) is
, where the expressions for
and
are as follows:
Equation (27) provides the analytical expression of the generalized gain margins and , which are influenced mainly by the parameters (,) of the sliding mode control law. Once the measurement value of the tracking error in the forward path is less than times the nominal value or larger than times the nominal value, the motion of closed-loop aircraft will exhibit a divergent trend.