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C1 (s) θj = θm + θs , τj = Jj s2 θj + τs ,
0
C (s) = − (3) τs = Ks θs , (Jm s2 + Bm s)θm = τs + τm ,
H1 (s)G(s)
θh = θj + θc , τj = τc = Kc θc . (5)
Proposition 4 (Virtual Series Systems). The system
(C1 (s), H1 (s)) under the force controller G(s) is equivalent The six equations above are a complete description of this
to the series interconnection of that system and the virtual simple linear model.
series system
B. Compliance Shaping for SEAs
C 0 (s) = G(s)H1 (s) (4) Compliance shaping for SEAs is a control strategy that
dictates the gains of a controller based on the desired closed
loop SEA compliance. This builds on our earlier work which
These propositions can be used to model both the com- introduced compliance shaping and applied it to the design of
pliance and output compliance of an arbitrarily complex high-stiffness position control of SEAs [25]. The controller
assemblage of passive elements and sensor feedbacks. Tab. II (which is also closely related to the full-state feedback
demonstrates their application to the series elastic exoskele- controller of [26]) is
ton with the compliant cuff. Note that the time delay e−sT
in the first system’s input compliance is neglected in finding τm = −(K1 + B1 s)θm + (K2 + B2 s)θs , (6)
the nominal model. This time delay will later be critical for
finding the performance limits. with controller gain variables K1 , B1 , K2 , and B2 .
The angles, torques, and dynamics in Tab. I (the symbol 2 This paper’s notation neglects the explicit functional dependence on the
glossary) are all mechanically reflected through the applica- Laplace variable s for the lower-case greek letter variables, which represent
ble gear ratios into the reference frame of the joint, such that signals, except where they are introduced in Tab. I.
Using the parallel and series interconnections of Tab. II, 1/(Jˆm s2 B̂m s). However, in order to implement this non-
with Gθ (s) = −(K1 +B1 s) and Gs (s) = (K2 +B2 s) yields causal Gv (s) filter, we will need to introduce low pass filters.
the SEA compliance These, in conjunction with the feedback delay, contribute
phase lag to this transfer function in practice.
θj Jm s2 + (Bm + B1 + B2 )s + (Ks + K1 + K2 )
= , (7)
τs (Jm s2 + (Bm + B1 )s + K1 )Ks D. Compliance Ratios and the Amplification Rate
which we can rewrite in terms of a ratio of second order In our linear model, the joint angle of an exoskeleton
polynomials which is in contact with both an amplified operator and an
environment is the superposition of the two joint signals from
θj s2 + B̃2 s + K̃2 the operator and environment. In the special case where the
= C4 (s) = , (8)
τs (s2 + B̃1 s + K̃1 )Ks output motion is locked,
in order to extract the gains of the controller as a function θj = 0 = C5 τenvironmnet + C6 τhuman , (13)
of the shape of the compliance:
τenvironment = −C6 /C5 τhuman . (14)
K1 = Jm K̃1 , K2 = Jm (K̃2 − K̃1 ) − Ks ,
That is to say, the ratio C6 (s)/C5 (s) is the amplification
B1 = Jm B̃1 − Bm , B2 = Jm (B̃2 − B̃1 ). (9) of the human. If both C5 and C6 are minimum phase and
stable, then this amplification will also be minimum phase
Thus we consider this controller to shape the compliance of
and stable. Note that the cuff spring is irrelevant to this ratio.
the closed loop SEA.
The chosen compliance shape then determines C5 (s), III. T RANSMISSION D ISTURBANCE O BSERVER
θj 2
s + B̃2 s + K̃2 The motor dynamics have been, up to this point in the
= , (10) paper, modeled as a linear system. However, in truth there
τj Jj s (s + B̃2 s + K̃2 ) + Ks (s2 + B̃1 s + K̃1 )
2 2
are highly nonlinear friction effects in the transmission
which is often a primary consideration when choosing the which would prevent easy back-driving of the device under
two poles and two zeros of C4 (s). normal circumstances. Let us consider a model of the motor
dynamics alone which treats this deviation from linearity as
C. Virtual Motor System
a torque disturbance δf :
As shown in Fig. 2, we treat S5 as a virtual motor for the
meta-SEA. However, S5 is fourth order rather than second τs + τm + δf = Jm θ̈m + Bm θ̇m . (15)
order, and has a compliance with respect to motor torque, We call this the autonomous motor model, since it has
H5 (s), which is different from its compliance with respect no relationship to the unknown environment. Allowing the
to external torques, C5 (s). Therefore, some manipulation is controller to treat the transmission as an autonomous system
needed to force it to behave like a motor system. is a lesser known advantage of SEAs.
First, we introduce the system Ŝ(s) which we intend to A recent advancement in SEA control is the disturbance
make S5 (s) resemble. This desired virtual motor system has observer (DOB), which estimates and then compensates for
the same compliance with respect to external torques and some unsensed (disturbance) input to the plant. Different
motor torques: 1/(Jˆm s2 + B̂m s). cascade control structures result in widely varying DOB
For our purpose it is sufficient for C5 (s) to only ap- behaviors, as these cascade structures have different SISO
proximately match Ĉ5 (s) at low frequencies. We apply the plants in their design models. DOB structures applied to
following approximation of (10), SISO models of motor position [27] cancel the combination
1 of friction and back-driving forces that disturb the otherwise
Ĉ5 = , (11)
Ks /K̃2 · (s2 + B̃1 s + K̃1 ) current-driven motor model. DOB have also been applied to
canceling errors in the full oscillatory dynamics of a double
which is a reasonable estimate for angular frequencies sat-
inertia system (a vibration system equivalent to a series
isfying K̃2 ks2 + B̃2 sk and for Jˆm such that Jˆm Je .
elastic actuator) [28]. When applied to rejecting disturbances
This relationship then determines parameters of the SEA
in a closed-loop force-control plant, the DOB must cancel
compliance C4 : K̃2 = Ks /Jˆm , K̃1 = 0, and B̃1 = K̃2 /Ks ·
out the transmission friction and output acceleration inputs
B̂m .
which act alongside the force set-point to influence the spring
Compared to accurately matching C5 (s) to Ĉ5 (s), com-
force [29]. It is also possible to directly reject disturbances
pensating for the behavior of H5 (s) is very important. This
in the open loop model [30], [31], which has shown to
is accomplished with a special purpose filter Gv (s),
" # be an equivalent approach [32]. These force disturbance
Jj s2 (s2 + B̃2 s + K̃2 ) observers improve impedance rendering accuracy when used
ˆ
Gv (s) = Jm /Jm 1 + , (12) in a cascaded impedance controller [33].
Ks s2 + B̃1 s + K̃1
As they relate to understanding the limits of SEA per-
which we use to define a new virtual motor torque vari- formance, DOBs have two distinct effects. When a DOB
able τ̂m , s.t. Gv τ̂m = τ3 . And with this compensator, we cancels transmission friction, it works against the largest
can reasonably expect the transfer function θj /τˆm to be source of nonlinearity in the system and therefore makes
(a) sω̂2
which explain the tuning limit of the DOB Q filter. First,
Gv (s) K̂2 + B̂2 s+ ω̂ 2 looking closely at Fig. 3.c, we can see that the DOB has a
(b) sω2
K2 + B2 s+ω
2
net feedback gain of Q(s)/(1−Q(s))C1−1 (s) between output
+ +
sω1 θm and input τm . If we assume the model of the inverse
K1 + B1 s+ω
− 1 plant is accurate, then this is essentially an open loop gain of
(c) − +
Q(s) Q(s)C1−1 (s) Q(s)/(1−Q(s)) from τm back to τm . The first line in Fig. 4
− δf
0
τm + τm θm is this open loop gain multiplied by the system’s control time
+ C1 (s)
+ − delay (essentially, an un-modeled aspect of the plant). When
τs θs
Ks this open loop is closed, we can see how the time delay
− +
(d) 1 θj distorts the poles of the low pass filter Q—the second line in
Jj s2
1
+ − Fig. 4. The third line is the original Q filter, for comparison.
C1 (s) = τc θc
Jm s2 +Bm s Kc When a Q filter is chosen with an excessive bandwidth or
+
Jm Jj s2 (s2 +B̃2 s+K̃2 ) insufficient damping, this second line will reveal unstable
Gv (s) = 1+ θh
Jˆm Ks (s2 +B̃1 s+K̃1 )
pole behavior in the Bode plot.
IV. D OUBLE C OMPLIANCE S HAPING C ONTROL D ESIGN
Fig. 3. Block Diagram showing a) the cuff torque compensator, b) the
SEA compliance shaping controller, c) the disturbance observer (along with Fig. 5 demonstrates a fundamental stability issue of
the system it acts on), and d) our model of the physical system. .
strength amplification exoskeletons: in order to increase
compliance, a sort of “phase-debt” must be paid eventually.
102 Unlike the introduction of non-minimum phase zeros, this
Magnitude
101
100 problem cannot be avoided. When a human operator acts
10−1 as a spring of sufficient stiffness, this non-passive phase can
10−2 Q
e−sT lead to instability. For this reason, we’ve added a mechanical
1−Q
Qe−sT spring in series with the cuff. While this will not resolve
180◦ 1+Q(e−sT −1)
90◦ Q the issue of passivity, it helps ensure coupled stability by
switching the problem of destabilization by stiff springs to
Phase
0◦
−90◦ the problem of destabilization by light inertias.
−180◦ The process we use to design the controller is visualized
10−1 100 101 102 in Fig. 6 and Fig. 7. Our approach first designs a nominal
Frequency (Hz)
compliance for C7 (the compliance of the exoskeleton’s cuff
Fig. 4. Tuning the disturbance observer’s Q filter to avoid destabilization angle with respect to human torques) and then for C5 (the
by time delay. compliance of the exoskeleton angle with respect to external
torques from the environment). These nominal compliances
are only approximations. In the case of C7 this is due to the
linear stability analysis more accurate. On the other hand, many low pass filters which must be added to the cuff torque
when the DOB attempts to cancel an important aspect of signal in order to actually implement the compensator Gv
the system behavior it can make the system more diffi- (which is not causal), as well as the time delay. For C5 , it is
cult to stabilize. For instance, canceling the relationship because the nominal motor model is only second order, while
between output acceleration and spring force is an implicit the actual system is fourth order and does not have any ability
acceleration feedback, which can jeopardize the passivity to alter its high-frequency inertia behavior. However, these
of the output (and require a minimum output inertia for nominal transfer functions are still very useful since they
stability). We therefore propose a transmission DOB which allow us to parameterize the controller in terms of nominal
only removes errors in the autonomous motor model. This poles and zeros, asymptotic behaviors, or damping ratios for
should make our system behave more linearly, while leaving pole and zero pairs.
any drastic changes to the system behavior to the linear The first part of our design process (the top of Fig. 7)
feedback controller designed via compliance shaping. is to set the filter frequencies and damping ratios for the
The block diagram in Fig. 3 shows our whole controller low pass filters required for implementing the cuff torque
and the physical system (d). At the top level, (a) shows the compensation filter Gv . This is a straightforward trade-off
force feedback control for the virtual SEA, with the filter between noise amplification and phase lag. The filters will
Gv (s) that compensates for the difference between motor be used to sanity-check the shape of C7 , as shown in Fig. 7.
torques and forces on the exoskeleton. A SEA compliance However, the discrete-time implementation of these filters
shaping controller (b) uses motor and spring torque feedback may slightly differ from the behavior of the continuous
to make C5 (s) resemble Ĉ5 (s). The disturbance observer time filters, and this will require iterative design. Next, the
(DOB) is the lowest level of control and only seeks to behavior of the nominal cuff compliance C7 is specified
make the linear assumptions more accurate by rejecting the using the attenuated virtual motor inertia Jˆm /α, damping
transmission force disturbance δf . B̂m /α, and the damping ratio ζ̂ of the nominal second
The Bode plot in Fig. 4 shows three transfer functions order zero occurring at the intersection with the cuff spring
T = 0.0004 s T = 0.004 s
a) b)
Magnitude
10−3
inertia (1/Js2 )
virtual series
10−7 result (θ/τ )
bandwidth
180◦
90◦ c) J τ
Phase
0◦ u
θ
−90◦ u = 4τ e−sT
−180◦
100 101 Frequency 102 103 100 101 Frequency 102 103
Fig. 5. For the simple system in (c), amplification control is shown for two different time delay values. The bandwidth limitation (which inevitably
exists) is modeled as a second order low pass filter at 50 Hz. In (a) the behavior is minimum phase and stable. In (b), the larger time delay leads to a
non-minimum phase zero and an unstable impedance. The fundamental difficulty of amplification is that even if instability is avoided, there is no way to
avoid a phase which drops below the passive phase region.
100
that the whole cuff feedback signal is filtered by these low-
10−2 pass filters.
Magnitude
0◦ q
−90◦ K̂2 = α − 1, B̂2 = (2ζ̂ Kc Jˆm α − B̂m )/Kc , (17)
−180◦ following the same logic as Sec. II-B. At this step, we
10−1 100 101 102 have designed the controller for the meta-SEA based on
Frequency (Hz)
its compliance shape (16). The above gains represent the
Fig. 6. Bode plot of the amplification controller design. spring force feedback controller for the meta-SEA. All that
remains is to design the SEA compliance C4 (s) such that the
Choose the filter frequencies for the low-pass cuff filters joint compliance C5 (s) resembles the desired virtual motor
No compliance Ĉ5 (s) at low frequencies.
Choose Jˆm /α, B̂m /α, and ζ̂ There is only one free parameter left—the damping ratio
of the second order zero pair ζ. The C4 (s) which yields the
Is the expected lagged C7 minimum phase and stable? With the human?
Yes No appropriate low frequency behavior is
Choose α and ζ Is C5 minimum phase and stable? Yes
q
s2 + 2ζ Ks /Jˆm s + Ks /Jˆm
Calculate the SEA gains online (as a function of the Jacobian) C4 (s) = θj /τs = . (18)
Ks (s2 + B̂m /Jˆm s)
Calculate the cuff filter Gv (also a function of the Jacobian) And again, compliance shaping converts this desired com-
No pliance into actionable gains
Is C7 still minimum phase and stable with the Yes
Done
human, despite implementation?
K1 = 0, B1 = B̂m Jm /Jˆm − Bm , (19)
Fig. 7. Flow chart of the controller design process. K2 = Jm /Jˆm − 1, (20)
q
B2 = (2ζ Ks /Jˆm − B̂m /Jˆm )Jm /Ks . (21)
compliance line. These parameters are chosen before the From here, the filter Gv can be calculated, and there are no
amplification rate and only describe the nominal C7 behavior. more free parameters anywhere in the control.
At this point, we should be able to test the expected C7 What this control law is doing, in essence, is first setting
(including the low pass filters). Unfortunately, our implemen- the C7 (s) compliance as high as possible without introducing
tation of the Gv (s) only filters the part of the expression a non-minimum phase zero. Then, in order to accomplish the
which needs a second order derivative, and this results in an desired amplification α it reduces the compliance of C5 (s)
actual filtering behavior which is slightly different (with a by using negative spring torque feedback to amplify inertia of
slightly better phase) than our prediction step, which assumes the motor, which dominates C5 (s) at low frequencies. This
7 · τc
10 (a) τs
(b) 300
5
Torque (Nm)
0 200
5.0 (c)
-5 4.5
Force (N)
-10 4.0 100
3.5
-15
3.0
-20 2.6 2.7 2.8 2.9 3.0 0
-25
-100 disturbance δf
0 2 4 6 8 10 estimate δ̂f
Time (s)
remaineder δf − δ̂f
-200
Fig. 8. Demonstration of strength amplification behavior with output 1.35 1.375 1.4 1.425 1.45 1.475
locked.
Joint angle (rad)