2.1. Steps of the Methodology
Testbench: Testbench is a platform for the experimentation of large development projects; this provides a rigorous, reliable, efficient, and repeatable form of testing [
30]. It is possible to verify the performance and service life of the components, and it allows for the detection and elimination of weak points from the very beginning [
31]. Each time a new product is designed, it is necessary to verify that the actual performance meets the design specifications. For this purpose, test benches are built to analyze these products. The data derived from the test benches are conditioned, processed, dated, and recorded; using data processing techniques, these data are reprocessed and interpreted [
30].
Identification of actual operating parameters: Studies are conducted to establish the product parameters representing the system attributes: they reflect important properties or capabilities, possible system states, and critical dimensions [
32]. This step looks for the area of interest in which there is an opportunity for improvement. This makes it vitally important to collect information such as identifying the operation; conducting a needs analysis, which support us in the project strategy; basic assumptions, and limitations.
Determination of design parameters: These are detailed statements, which are generally quantitative, of the expected operating values, environmental conditions in which the device must operate, space or weight limitations, or available materials and components that may be used [
33].
Case studies: For this methodology, it is understood that the study case is a practice application considering the specific conditions of each problem. For the definition of the problem, an analysis is performed to obtain the metrics according to our product and the identification and establishment of interfaces. A list of tasks and requirements can be obtained to perform the subsequent steps of the methodology.
Implementation of tasks: Once the tasks for the analysis are identified and defined, they are implemented through a precise, descriptive, and routine process that is adapted to the actual system conditions. This allows us to parameterize the requirements and processes designed in the previous phase, working with real data to be validated by the system. The proper implementation of tasks depends on the correct development of the process, which in turn conditions the results. These tasks will be able to detect errors and times, and characterize attributes and physical aspects that will shape the product from the engineering point of view.
Conceptual design: Design step in which the following activities are carried out: identification of needs and their expression; functional specification of the system; synthesis, analysis, and evaluation; and, finally, conceptual design.
System grouping: From the CAD conceptual model, it is possible to identify the groups that make up the system; it is important to ensure that these groups are independent in their functions to be able to work on the detailed engineering at the same time seeking to reduce development time. The deliverable of this step is a structural diagram that identifies the assemblies, subassemblies, and component parts through an identification code.
Detailed engineering: This phase takes as a starting point the conceptual solutions of the different subsystems or work packages and proceeds with the preliminary design and basic engineering of the product and manufacturing process. Parameters, processes, tolerances, and materials must be definitively established in order to generate mechanical analyses, simulations, CAD prototypes, and virtual and rapid prototypes.
Unified architecture: The assemblies are integrated into a single CAD and migrated to specific software for the analysis of the system, where different analyses can be performed to learn its behavior. The objective of this migration is to generate the synthesis of the mathematical model. The parts are replaced with their equivalents in materials and technical design specifications that allow performance testing. The deliverable of this step is the virtual prototype with a technical design file.
Emulation and simulation: Emulation is understood as the effect of performing tests with the experimental physical model of the different tasks defined in the conceptual design. The importance of an emulation system lies in being able to observe the behavior of the system to subsequently make decisions, making a comparison between the characteristics of the system [
34]. A simulation is a form of design validation with an important role during research: targeting a product. With this, it is possible to generate the product and perform the necessary iterations. Simulation is performed using the CAD model, where it is possible to analyze the system according to the operating parameters [
35]. The emulation and simulation of the system are validated by comparing the correlation of its results, taking the simulation results as ideal and the emulation results as real.
Prototype specifications: The prototype specifications are generated to allow the corresponding assembly of the parts and the functional testing. In the methodology, the steps establish the points where the analysis must be made and evaluated and the points where it is necessary to provide feedback to improve the system.
2.2. Implementation of the Methodology
Test bench: The test bench that was selected for the experiment, to provide a reliable, efficient, and repeatable way of testing the position of the ERMIS, is an anthropomorphic mechanism [
36]. This type of mechanism simulates the movements of an arm is fast and has great accessibility and maneuverability, and is a small device considering the work field it is used in.
The anthropomorphic 3 DOF mechanism for positioning rehabilitation devices is a structure with three rotational joints (3DOF or RRR, rotational joints, see
Figure 3). The end-effector position is specified in angular coordinates or cartesian coordinates with a transformation of the data.
The mechanism has a cardan joint as an end effector. This is a mechanical component that allows the transmission of rotational movement between two non-collinear axes. The purpose of the cardan joints is that the links of the rehabilitation device and the anthropomorphic mechanism can rotate with regard to the bars. The rotation between the non-parallel axes will be transmitted.
Mathematical model position: The representation of the position in the workspace of the ERMIS, by means of the anthropomorphic mechanism, is obtained through mathematical expressions from a mathematical model. The success of the model lies in the accuracy with which it can represent the object or phenomenon under study [
37]. A mathematical model capable of describing the direct kinematics of the system is developed; this model is used for the location of points in the trajectories generated by the ERMIS movements. Through the analysis of direct kinematics, a set of kinematic equations useful for calculating the position of the end-effector of the anthropomorphic mechanism, using specific values of the angles between the links, is obtained.
Figure 4 shows the orientation of the reference frame for the anthropomorphic mechanism.
The nomenclature used for homogeneous transformation matrices is as follows:
;
;
;
;
. The Denavit-Hartemberg parameters are shown in
Table 2.
Equation (1) shows the homogeneous transformation matrix that takes us from the origin to the end-effector of the anthropomorphic mechanism.
Identification of actual operating parameters: This is the step in the methodology in which an analysis of the case studies is carried out. The case studies analyzed are those corresponding to the trajectories programmed in ERMIS [
18], which are the movements used during a physical therapy session:
Case study 1. Exclusive series of exercises per joint. They consist of performing one or two anatomical movements to stimulate the affected regions in repetitions of 3 to 5 times.
Case study 2. Exercise with an apparent load. These exercises emulate the lifting of an object by a person planning to deposit it somewhere.
Case study 3. Activation of muscle memory through trajectory tracking. A relatively new rehabilitation technique is muscle memory [
38].
Case study 4. Emulation of shoulder wheel or rudder. The tiller is a mechanical device that facilitates shoulder, arm, elbow, and wrist rehabilitation. It performs a movement of the entire upper limb [
33].
Table 3 shows the operating conditions of the system in which the analysis of the position of the ERMIS exoskeleton is performed, showing the different movements and the applied loads. The readings are taken in different conditions; one without load and another with three different loads, two loads that simulate the weight of the upper limb of a person and the third load with a healthy person of 29 years of age and a weight of 70 kg.
Determination of design parameters: This is necessary to acquire values that represent the operation, conditions, and limitations under which the ERMIS exoskeleton works.
Data acquisition was performed for each of the operating conditions; for these conditions, the movements that can be observed in
Table 3 were considered. It was necessary to characterize the passive rehabilitation exercises applied in therapy. There were several methods to quantify the movements of human limbs [
39]. The data were acquired by using the anthropomorphic mechanism. It was important to note that this technique evaluated the angular position of the joint at any point in space [
38].
Potentiometers were attached to the joints of the anthropomorphic mechanism; these 5 KΩ potentiometers functioned as analog angular position sensors thanks to their high linearity, with a 360° rotation; thus, the measurement was directly proportional to the angle. The potentiometers allowed a voltage–degree relationship to be established; their location was related to the axis of rotation for each joint.
The data that were acquired simultaneously corresponded to the angular movements of the ERMIS; the sampling times were variable for each case corresponding to the duration of each movement. For the reading of the values the analog inputs in a range from 0 to 10 volts of the USB 6009 were used with a data acquisition system National Instrument® that allowed for measurements of the three channels simultaneously. Thirty repetitions of each case study were performed in each experimental session, recoding 1000 data per second.
The data were processed in MATLAB®, where they were scaled and saved in files for further analysis. The data analyzed were the output voltage readings derived from the potentiometers. A filter was applied to the input data to separate the essential or useful components from the extraneous or unwanted components, known as noise. The Denavit–Hartenberg method was implemented to represent the position and orientation of the end-effector with respect to the reference frame. Plots representing the position, repeatability, and accuracy of the ERMIS were obtained for future analysis.
In the measurements and data processing, it was necessary to establish the system parameters (type of motion and analysis condition), record the signals, monitor the status of the tests and the exoskeleton.
The regulations for the evaluation of medical devices depend on the classification of the device, which determines the type, functionality, and nomenclature of the device, as well as the level of risk that may occur for the patient [
40]. The Federal Commission for Protection against Health Risks (COFEPRIS, for its Spanish acronym) made a classification of medical devices based on the classification of the Food and Drug Administration (FDA) [
41]. The FDA lends special importance to the design phase since the quality, safety, and effectiveness of a device are validated during this phase. Design controls are required. Some main requirements of the regulation are: to establish written procedures for design control; carry out a design review; and validate the documentation of the entire device design process in the Design History File (DHF) [
42].
Based on FDA regulations, the methodology is applied to observe the repeatability of the end-effector and the mechanical behavior of the structure to document the design process of the ERMIS exoskeleton.
Case studies: For this methodology, the case study step is an analysis of the results of the position concerning the inertial reference system of the ERMIS exoskeleton; the trajectories generated by case studies used in rehabilitation therapy allow for the identification of specific difficulties in their position and movement accuracy concerning therapy. Metrics tables are presented and analyzed to define the allowable error, in addition to a list of tasks and requirements that are fed back into the subsequent steps of the methodology.
Implementation of tasks: The MPE measurements are obtained and compared with the values of that trajectory for each case study. Error curves are generated, and the permissible error rate is identified and established according to the needs. The graphs show the trajectories of the arm for each rehabilitation movement, and they are generated by operating the system without load, with load, and with a healthy user.