Академический Документы
Профессиональный Документы
Культура Документы
Abstract—The development of automatic control for driving a stabilizes its posture and follows the desired straight line is
bicycle is a challenging theme and is expected to be a human assist studied.
system. Previously, an acceleration-based method for stabilizing A strict dynamic model of a bicycle called the Sharp model
bicycle posture was proposed by the authors. In the experiments
with this controller, the posture of the bicycle might be stabilized, was proposed by Sharp [2], and many research works based on
but it is impossible to run on the desired trajectory, because there this model have been reported. The Sharp model is powerful but
is no consideration with respect to a trajectory control. For the complicated and includes many nonlinear terms. To improve
sake of expanding this system into more sophisticated equipment, this issue, a linearized dynamic model of a bicycle is necessary
a realization of the trajectory control for the bicycle is important. [3], [4], [14], [15]. In the proposed approach, an acceleration
From the viewpoint of an assist system for human motion, a unified
control of posture and trajectory brings a sophisticated function control based on a disturbance observer is employed for the
to a bicycle, and a high-performance bicycle is expected to be a steering control [12], [16]–[19]. Moreover, an acceleration-
convenient vehicle, similar to a small car. This paper proposes two control-based posture control is constructed for stabilization
strategies to stabilize bicycle posture and trajectory control that control of the bicycle. Here, the proposed approach does not
realizes a straight-line tracking: one is a lateral velocity controller, consider any change in the person’s center of gravity (COG).
and the other is a steering function controller. The validity of the
proposed approaches is evaluated by simulations and experiments. However, experiments have already been implemented when
the person is boarding the bicycle, and it is proven that the
Index Terms—Bicycle, inverted pendulum, line tracking proposed posture control is experimentally effective although
control, posture control.
some COG change is present [11]. In this paper, the posture
controller is expanded by adding a trajectory controller as a
I. I NTRODUCTION forward controller. In the proposed approach, first, a lateral
velocity controller is discussed. In this method, the lateral
I N THE RECENT age of advanced information society, it is
common for one to own a mobile terminal for private use.
New technologies are developed one after another under the
deviation of the bicycle is utilized to generate the command of
the camber angle. The controller structure is simple and brings
easy implementation. Second, a steering function controller is
growth of digital society. Digitalization also makes progress
proposed. In this method, the controller is constructed based
in bicycles. For example, a new bicycle headlight that detects
on the trajectory parameters, i.e., the direction angle of the
surrounding brightness and automatically turns on a light is
bicycle and the curvature of the bicycle trajectory. Then,
already in use. Electric bicycles that assist humans with the
the physical meaning of each feedback gain becomes clear.
pedal are also in practical use. In the near future, navigation
The steering function controller has a similar structure as a
systems or Global Positioning System equipment may be ap-
proportional–integral–derivative (PID) controller, and the gain
plied to bicycles. However, bicycles have the defect of not being
adjustment is easy because of the clear physical meaning of
able to stabilize their postures without human manipulation. In
the feedback gains. This is one of the remarkable points of the
any case, bicycles enhance human’s mobility and assist human
proposed controller.
transportation; thus, although they are not capable of stabilizing
In this paper, a simplified dynamics model of a bicycle is
their postures, the production of a wide variety of sophisticated
introduced in Section II. Section III shows the control algo-
bicycles that support, for instance, posture stabilization, pedal
rithms that stabilize bicycle posture and realize straight-line
driving, and navigation can be considered feasible.
tracking. The validity of the proposed strategies is proven by the
The goal of this paper is to establish highly sophisticated
simulation in Section IV. The experimental results are shown in
bicycle systems that support human motion in several aspects
Section V. Finally, the conclusion is summarized in Section VI.
and are expected to be safe vehicles, similar to small cars [20].
In this paper, as the first step, an electric bicycle system that
II. M ODELING
Manuscript received March 28, 2005; revised June 5, 2008. First published A. Equilibrium of Bicycle Posture
July 9, 2008; current version published December 30, 2008.
The authors are with the Department of System Design Engineering, In the case of driving a bicycle with constant steering angle
Keio University, Yokohama 223-8522, Japan (e-mail: yasuhito@sd.keio.ac.jp; and constant speed, the bicycle runs on a circular orbit. It
mura@sd.keio.ac.jp). is known that the intensity of centrifugal force applied to a
Color versions of one or more of the figures in this paper are available online
at http://ieeexplore.ieee.org. running bicycle is determined by the radius of the circular orbit
Digital Object Identifier 10.1109/TIE.2008.927406 and the bicycle velocity. Fig. 1 shows an overview of the bicycle
A. Posture Controller and the perfect tracking with respect to φ is achieved. From
(13), (14), and (17), the desired gains Kp and Kv are selected.
From (6), it is found that camber angle θ depends on steering It is known that the position error due to the disturbance
angle φ, which may stabilize the bicycle posture by steering occurs in motion response with only the proportional–derivative
its handle. Considering the desired camber angle θd that deter- (PD) controller. To diminish the disturbance, the disturbance
mines the desired steering angle φd given by observer is applied to the steering motor. The PD controller
with the disturbance observer makes it possible to realize the
φd = K1 (θd − θ) − K2 θ̇ (12)
ideal acceleration controller [12], [16]–[19]. From the preced-
where K1 , K2 , and θd are the position gain, velocity gain, ing discussion, the block diagram of the posture controller is
and command of the camber angle, respectively, the transfer summarized in Fig. 5. Here, Ih is the inertia of the steering
function from θd to θ is represented as axis. From Fig. 5, the transfer function of the posture controller
is represented as follows:
θ BK1
= 2 , θ (s2 + Kv s + Kp )(BK1 )
θd s + BK2 s + A + BK1 = 2 . (18)
2
θd (s + Kv s + Kp )(s2 + BK2 s + A + BK1 )
M gh M hv
A= ; B= . (13)
I + M h2 L(I + M h2 )
B. Lateral Velocity Controller
Equation (13) is rewritten as
As described before, the proposed posture controller stabi-
ωn2 − A lizes the bicycle posture without consideration of the bicycle
G(s) = 2 . (14) trajectory, so the bicycle path may not be controlled. This
s + 2ζωn s + ωn2
causes oscillating or unstable trajectory. To achieve a stable
From (13) and (14), K1 and K2 can be selected according to trajectory response of the bicycle, the command of the camber
the desired pole assignment as K1 = (ωn2 − A)/B and K2 = angle θd is generated according to the trajectory response of the
(2ζωn )/B, respectively. From the time differentiation of φd , bicycle.
φ˙d and φ¨d can also be calculated as follows: The command value of the velocity vector of lateral direction
ẋref is defined as follows:
d d2
φ̇d = φd φ̈d = φd . (15)
dt dt2 ẋref = Kx (xcmd − x). (19)
162 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 56, NO. 1, JANUARY 2009
ẋref = vξcmd
ẋref Kx (xcmd − x)
ξcmd = = . (20)
v v
Fig. 6. Block diagram of lateral velocity controller.
In the case that the centrifugal force equilibrates with the
effect of gravity, the acceleration of the bicycle inclination θ̈ In (25), gain Kx is set to a positive value. The block diagram
becomes zero, i.e., θ̈ = 0. The acceleration response of the of the lateral velocity controller is illustrated in Fig. 6. Here,
camber angle has little effect on the posture controller, even D = 1/g.
if it is not assumed to be zero. However, it is necessary to
consider it to improve the transient state of the camber angle.
C. Steering Function Controller
The improvement of transient state is one of the future works
although the posture controller is stable. The steering angle φ The lateral velocity controller is a method that generates the
in equilibrium state is derived from (6) as follows: command of the camber angle θd according to lateral velocity ẋ.
The control structure is simple, but the robustness of the con-
v2 gL v2 troller is not enough. To address this issue, the steering function
−M ghθ + M h φ = 0, φ= θ; θ= φ. (21)
L v2 gL controller, which uses the position of lateral direction x, direc-
tion angle ξ, and curvature κ, is proposed. Before discussing
Substituting (21) into (9), the steering function controller, two additional parameters are
introduced. One is curvature κ, which is defined by using the
T radius of circular orbit R as follows:
v
ξ = ξ(0) + φ(t)dt
L
1 φ
0
κ= . (26)
T R L
g
= ξ(0) + θ(t)dt (22) The other parameter is path length s, which is defined by using
v
0 bicycle velocity v as follows:
straight line ξcmd and xcmd are zero, steering function dκ/ds
becomes
dκ
= −aκ − bξ − cx. (30)
ds
To select appropriate gains of positive constants a, b, and c, (30)
is rewritten as a first-order equation of the system. Here, bicycle
direction angle ξ is geometrically represented as follows:
Here, indicates the derivative of the moving distance of the IV. S IMULATION
longitudinal direction y. The characteristic equation of A is A. Straight-Line Tracking
given as follows:
Simulations are performed to prove the validity of the three
det[λI − A] = λ + aλ + bλ + c = 0.
3 2
(36) controllers mentioned in the previous section. In the simulation,
a straight path is assumed to be a target trajectory. For compar-
To obtain the condition of asymptotic stability, the eigenvalues ison, three kinds of simulations, i.e., posture controller, posture
λ in (36) must be negative numbers. Assuming that (36) is controller with lateral velocity controller, and posture controller
rewritten as with steering function controller, are performed. Bicycle veloc-
ity v is set to 2.5 m/s. Camber angle θ and steering angle φ are
(λ + k)3 = 0, k > 0. (37) set to 0◦ . Direction angle ξ is set to 2◦ , and lateral position x is
set to −0.3 m at the initial state.
eigenvalues λ are selected as negative numbers. Parameter k is In the simulation, a stepwise external force with a magnitude
a positive real number. By using k, a, b, and c can easily be of 100 N is imposed on the bicycle system for 20 ms at 100 ms
obtained, i.e., in the camber direction. Here, ζ = 1, and ωn = 8 in (14). Other
bicycle parameters are shown in Table I. The selected gains
(λ + k)3 = λ3 + 3kλ2 + 3k 2 λ + k 3
are summarized in Table II. In the proposed approach, the
= λ3 + aλ2 + bλ + c acceleration controller of the bicycle steering has higher gains
= 0, compared to the lateral velocity/steering function controller.
a = 3k; b = 3k 2 ; c = k 3 . (38) The gains of the acceleration controller Kp and Kv are selected
164 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 56, NO. 1, JANUARY 2009
TABLE I
PARAMETERS OF THE EXPERIMENTAL SYSTEM
TABLE II
GAINS OF THE CONTROLLER
Fig. 10. Camber angle and steering angle of the lateral velocity controller.
Fig. 12. Camber angle and steering angle of the steering function controller.
V. E XPERIMENT
B. Circle Path Tracking by the Steering Function Controller
Fig. 15 shows the experimental system of the bicycle. As
As mentioned in the previous section, the steering function shown in Fig. 15, the bicycle system is a general bicycle with
controller uses the position of lateral direction x, direction angle two electric motors. One motor is attached to the top of the
ξ, and steering angle φ to obtain the desired straight trajectory. handle for steering control. The other is attached to the back
In addition, the proposed controller makes it possible to realize side of the bicycle for driving. The driving motor of the rear
the arbitrary trajectory by changing position command xcmd wheel can be actuated independently of the pedal and the chain
and direction angle ξcmd . In this paper, the simulation of a mechanism. A gyro sensor is also attached to the bicycle. This
circle path is performed by changing xcmd and ξcmd . In the sensor detects camber angle θ and direction angle ξ every
simulation of the straight-line trajectory, position error e is set 16 ms. The bicycle runs on the roller with a width is 0.5 m.
as e = xcmd − x, but e is determined by When the rear roller rotates, the front roller is also rotated
π through a wire. To measure the bicycle lateral position, a
y − tan − ξcmd x − ycmd + tan π2 − ξcmd xcmd position-sensitive detector is adopted. This sensor consisted of
e= 2
a LED and a camera that detects the lateral position by moni-
1 + tan2 π2 − ξcmd
toring the movement of the LED. Here, the LED is attached to
(41) the back side of the bicycle.
For a realization of real-time control, RTLinux is employed
in the simulation of circle path tracking. The command of in the control system as an operating system. The sampling ratio
the target circle path and the trajectory response are shown in of the controller is 1 ms. The experiments are continued until
Fig. 14. the bicycle runs out from the roller.
From Fig. 14, the position error is observed, but the bicycle In the experiments, comparison studies of all three kinds
follows the target circle path. This means that the bicycle may of approaches are shown. Figs. 16–21 show the experimental
follow the curved trajectory by applying time-variant com- results. Here, the same gains shown in Table II are used in the
mands xcmd and ξcmd to the steering function controller. experiments.
166 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 56, NO. 1, JANUARY 2009
From the experimental results, four issues are found. Fig. 21. Bicycle trajectory of the steering function controller.
1) All three kinds of controller make the bicycle motion
stable when the side slip due to bicycle roller is ignored. is changed according to the position of lateral direction x,
2) In the experiment of the posture controller, the bicycle and the bicycle runs on the roller about 50 m for about
runs on the roller about 37 m for about 15 s. However, 20 s. However, the divergence tendency is still observed.
the divergence tendency appears because of the side slip 4) In the experiment of the posture controller with the
motion. steering function controller, the position error is observed
3) In the experiment of the posture controller with the lateral because of the unknown disturbance, but the bicycle
velocity controller, the command of the camber angle θd stably runs on the roller without divergence of its tracking
TANAKA AND MURAKAMI: STUDY ON STRAIGHT-LINE TRACKING AND POSTURE CONTROL IN ELECTRIC BICYCLE 167
path. This means that the steering function controller In particular, the continuous driving of the bicycle is achieved
is more robust against the road disturbance, i.e., the by using the steering function controller, which is expected to
side slip. be applicable to not only the straight-line trajectory but also the
The experimental results show that the steering function con- curved trajectory.
troller is more powerful than the lateral velocity controller in In past research, there are a few papers that show experi-
straight-path tracking of the bicycle, keeping the stable posture mental evaluation for the self-sustaining control of a bicycle. In
of the bicycle. addition, the fusion strategy of the trajectory and self-sustaining
In the experiments, the observer gain is selected to be large control has not been investigated from the viewpoint of a human
enough to ignore the time delay compared to the camber re- assist system. In this paper, however, the bicycle controller that
sponse of the bicycle. Of course, there are some coupling effects achieves both the stable posture and trajectory control has been
between the trajectory controller and the posture controller. In experimentally confirmed. This means that the feasibility and
the proposed steering function controller, the controller is con- the industrial contribution to realize the sophisticated bicycle
structed based on the trajectory parameters, i.e., the direction with human assist function are strongly expected by the pro-
angle of the bicycle and the curvature of the bicycle trajectory. posed strategy.
Then, the physical meaning of each feedback gain becomes Because it is difficult to model the nonlinear characteristics
clear. The steering function controller has a similar structure as of the tire and the state change in the road, this paper has
a PID controller, and the gain adjustment is easy because of the not considered them in the proposed method; however, even if
clear physical meaning of the feedback gains. The instability they are not strictly considered in the experimental results, the
behavior does not appear in the experiment of the steering proposed method was able to achieve stabilization control. To
function controller, as shown in Fig. 20. However, in the lateral further achieve high accuracy about the control characteristic, it
velocity control and the posture control only, the instability is necessary to consider the tire characteristic. It is considered
behavior is observed. In the running bicycle experiment, the to be a future task for this point.
bicycle roller is employed as a running road. In the bicycle
roller, the side slip of the bicycle tire that is unusual in the
general road surface arises, and it causes the side slip motion of ACKNOWLEDGMENT
the bicycle. The lateral velocity control and the posture control The authors would like to thank the reviewers for their
only are not able to compensate this side slip motion, and the patience and recommendations.
instability responses of trajectory appear in the experiments,
even if the posture control is stable.
From the simulation and experimental results, it is found that R EFERENCES
the difference between simulations and experimental responses [1] Y. Oda, M. Miyamoto, K. Uchiyama, and G. Shimizu, “Study on the
autonomous run by integrated control of bicycle,” in Proc. JSME 11th
appears. The effect of the tire feature and the sprocket chain
Conf. Transp. Logistics Division, 2002, pp. 97–100.
structure cause this difference. The tire feature has high non- [2] R. S. Sharp, “The stability and control of motorcycles,” J. Mech. Eng. Sci.,
linearity, and it is difficult to employ the dynamic model in the vol. 13, no. 5, pp. 316–329, 1971.
[3] K. Astrom et al., “Bicycle dynamics and control: Adapted bicycles
control algorithm, because the motion equation must be of high for education and research,” IEEE Control Syst. Mag., vol. 25, no. 4,
order. In particular, the tire feature is related to the problem of pp. 26–46, Aug. 2005.
the side slip phenomenon. This consideration is more difficult. [4] P. A. J. Ruijs and H. B. Pacejka, “Research in the lateral dynamics of
motorcycles,” in Proc. 9th IAVSD Symp. Dyn. Vehicles Roads Tracks,
To simplify the bicycle model, the tire feature is ignored in the 1996, pp. 467–478.
proposed approach. The introduction of the tire model is one of [5] Y. Tanaka and T. Murakami, “Self sustaining bicycle robot with steering
our next challenges for high-performance bicycle control. Then, controller,” in Proc. 8th IEEE Int. Workshop AMC, Mar. 25–28, 2004,
pp. 193–197.
it is also expected that the simulations are well concise with the [6] Y. Tanaka and T. Murakami, “The bicycle robot driving on an optional
experimental responses. In the experiment, the gyro sensor is trajectory,” in Proc. IEEE Int. Conf. Mechatron. Robot., Sep. 13–15, 2004,
utilized to detect the camber response. The detection period is pp. 641–646.
16 ms although the sampling ratio of the controller is 1 ms. This [7] Y. J. Kanayama and F. Fahroo, “A new line tracking method for non-
holonomic vehicles,” in Proc. IEEE Int. Conf. Robot. Autom., Apr. 1997,
makes it difficult to set a high gain of k in the steering function pp. 2908–2913.
controller and causes the response delay, as shown in Figs. 13, [8] Y. Ou and Y. Xu, “Stabilization and line tracking of the gyrosco-
pically stabilized robot,” in Proc. IEEE ICRA, May 11–15, 2002, vol. 2,
20, and 21. The improvement of the sensor response is also an pp. 1753–1758.
important issue from an alternative aspect. [9] M. Komoda, Control Engineering. Tokyo, Japan: Asakura-Shoten,
1993.
[10] H. Sakai, Tire Engineering. Tokyo, Japan: Grand Prix Publication, 1987.
VI. C ONCLUSION [11] H. Niki and T. Murakami, “An approach to self stabilization of bicycle
motion by handle controller,” IEEJ Trans. Ind. Appl., vol. 125, no. 8,
In this paper, a simplified dynamic model of a bicycle and pp. 779–785, 2005.
a kinetic model of the bicycle trajectory have been derived. [12] H. Niki and T. Murakami, “An approach to stable standing motion of
electric bicycle,” in Proc. CACS, Tainan, Taiwan, Nov. 18–19, 2005.
Moreover, an acceleration-based bicycle controller has been CD-ROM.
proposed. First, a controller that may stabilize bicycle posture [13] T. Yamaguchi, T. Shibata, and T. Murakami, “Self-sustaining approach of
has been introduced. Second, two strategies for the bicycle electric bicycle by acceleration control based backstepping,” in Proc. 33rd
IEEE IECON, Taipei, Taiwan, Nov. 5–8, 2007, pp. 2610–2624.
trajectory control have been proposed. The validity of the pro- [14] D. J. N. Limebeer and R. S. Sharp, “Bicycles, motorcycles, and models,”
posed approaches is confirmed by simulations and experiments. IEEE Control Syst. Mag., vol. 26, no. 5, pp. 34–61, Oct. 2006.
168 IEEE TRANSACTIONS ON INDUSTRIAL ELECTRONICS, VOL. 56, NO. 1, JANUARY 2009
[15] A. L. Schwab, J. P. Meijaard, and J. M. Papadopoulos, “A multibody dy- Yasuhito Tanaka received the B.E. and M.E. de-
namics benchmark on the equations of motion of an uncontrolled bicycle,” grees from Keio University, Yokohama, Japan, in
in Proc. 5th EUROMECH Nonlinear Dyn. Conf., 2005, pp. 511–521. 2003 and 2005, respectively.
[16] K. Ohnishi, M. Shibata, and T. Murakami, “Motion control for advanced He is currently with the Department of System
mechatronics,” IEEE/ASME Trans. Mechatronics, vol. 1, no. 1, pp. 56–67, Design Engineering, Keio University. His research
Mar. 1996. interests include robotics, intelligent bicycles, and
[17] T. Murakami, F. Yu, and K. Ohnishi, “Torque sensorless control in motion control.
multidegree-of-freedom manipulator,” IEEE Trans. Ind. Electron., vol. 40,
no. 2, pp. 259–265, Apr. 1993.
[18] T. Murakami, N. Oda, Y. Miyazawa, and K. Ohnishi, “A motion con-
trol strategy based on equivalent mass matrix in multidegree-of-freedom
manipulator,” IEEE Trans. Ind. Electron., vol. 42, no. 2, pp. 123–130,
Apr. 1995.
[19] K. Matsushita and T. Murakami, “Nonholonomic equivalent disturbance
based backward motion control of tractor-trailer with virtual steering,” Toshiyuki Murakami (M’93) received the B.E.,
IEEE Trans. Ind. Electron., vol. 55, no. 1, pp. 280–287, Jan. 2008. M.E., and Ph.D. degrees in electrical engineering
[20] H. Takahashi, D. Ukishima, K. Kawamoto, and K. Hirota, “A study on from Keio University, Yokohama, Japan, in 1988,
predicting hazard factors for safe driving,” IEEE Trans. Ind. Electron., 1990, and 1993, respectively.
vol. 54, no. 2, pp. 781–789, Apr. 2007. In 1993, he joined the Department of Electrical
[21] N. Mutoh, T. Kazama, and K. Takita, “Driving characteristics of an Engineering, Keio University, where he is currently
electric vehicle system with independently driven front and rear wheels,” a Professor with the Department of System Design
IEEE Trans. Ind. Electron., vol. 53, no. 3, pp. 803–813, Jun. 2006. Engineering. From 1999 to 2000, he was a Visiting
[22] N. Mutoh, Y. Hayano, H. Yahagi, and K. Takita, “Electric braking con- Researcher with The Institute for Power Electronics
trol methods for electric vehicles with independently driven front and and Electrical Drives, Aachen University of Tech-
rear wheels,” IEEE Trans. Ind. Electron., vol. 54, no. 2, pp. 1168–1176, nology, Aachen, Germany. His research interests in-
Apr. 2007. clude robotics, intelligent vehicles, mobile robots, and motion control.