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Keywords = inverted pendulum drive

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28 pages, 6660 KB  
Article
Self-Regulating Fuzzy-LQR Control of an Inverted Pendulum System via Adaptive Hyperbolic Error Modulation
by Omer Saleem, Jamshed Iqbal and Soltan Alharbi
Machines 2025, 13(10), 939; https://doi.org/10.3390/machines13100939 - 12 Oct 2025
Viewed by 400
Abstract
This study introduces an innovative self-regulating intelligent optimal balancing control framework for inverted pendulum-type mechatronic platforms, designed to enhance reference tracking accuracy and improve disturbance rejection capability. The control procedure is synthesized by synergistically integrating a baseline Linear Quadratic Regulator (LQR) with a [...] Read more.
This study introduces an innovative self-regulating intelligent optimal balancing control framework for inverted pendulum-type mechatronic platforms, designed to enhance reference tracking accuracy and improve disturbance rejection capability. The control procedure is synthesized by synergistically integrating a baseline Linear Quadratic Regulator (LQR) with a fuzzy controller via a customized linear decomposition function (LDF). The LDF dissociates and transforms the LQR control law into compounded state tracking error and tracking error derivative variables that are eventually used to drive the fuzzy controller. The principal contribution of this study lies in the adaptive modulation of these compounded variables using reconfigurable tangent hyperbolic functions driven by the cubic power of the error signals. This nonlinear preprocessing of the input variables selectively amplifies large errors while attenuating small ones, thereby improving robustness and reducing oscillations. Moreover, a model-free online self-tuning law dynamically adjusts the variation rates of the hyperbolic functions through dissipative and anti-dissipative terms of the state errors, enabling autonomous reconfiguration of the nonlinear preprocessing layer. This dual-level adaptation enhances the flexibility and resilience of the controller under perturbations. The robustness of the designed controller is substantiated via tailored experimental trials conducted on the Quanser rotary pendulum platform. Comparative results show that the prescribed scheme reduces pendulum angle variance by 41.8%, arm position variance by 34.6%, and average control energy by 28.3% relative to the baseline LQR, while outperforming conventional fuzzy-LQR by similar margins. These results show that the prescribed controller significantly enhances disturbance rejection and tracking accuracy, thereby offering a numerically superior control of inverted pendulum systems. Full article
(This article belongs to the Special Issue Mechatronic Systems: Developments and Applications)
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20 pages, 17925 KB  
Article
Development and Balancing Control of Control Moment Gyroscope (CMG) Unicycle–Legged Robot
by Seungchul Shin, Minjun Choi, Seongmin Ahn, Seongyong Hur, David Kim and Dongil Choi
Machines 2025, 13(10), 937; https://doi.org/10.3390/machines13100937 - 10 Oct 2025
Viewed by 377
Abstract
A wheeled–legged robot has the advantage of stable and agile movement on flat ground and an excellent ability to overcome obstacles. However, when faced with a narrow footprint, there is a limit to its ability to move. We developed the control moment gyroscope [...] Read more.
A wheeled–legged robot has the advantage of stable and agile movement on flat ground and an excellent ability to overcome obstacles. However, when faced with a narrow footprint, there is a limit to its ability to move. We developed the control moment gyroscope (CMG) unicycle–legged robot to solve this problem. A scissored pair of CMGs was applied to control the roll balance, and the pitch balance was modeled as a double-inverted pendulum. We performed Linear Quadratic Regulator (LQR) control and model predictive control (MPC) in a system in which the control systems in the roll and pitch directions were separated. We also devised a method for controlling the rotation of the robot in the yaw direction using torque generated by the CMG, and the performance of these controllers was verified in the Gazebo simulator. In addition, forward driving control was performed to verify mobility, which is the main advantage of the wheeled–legged robot; it was confirmed that this control enabled the robot to pass through a narrow space of 0.15 m. Before implementing the verified controllers in the real world, we built a CMG test platform and confirmed that balancing control was maintained within ±1. Full article
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23 pages, 3548 KB  
Article
PSO-Based Robust Control of SISO Systems with Application to a Hydraulic Inverted Pendulum
by Michael G. Skarpetis, Nikolaos D. Kouvakas, Fotis N. Koumboulis and Marios Tsoukalas
Eng 2025, 6(7), 146; https://doi.org/10.3390/eng6070146 - 1 Jul 2025
Viewed by 652
Abstract
This work will present an algorithmic approach for robust control focusing on hydraulic–mechanical systems. The approach is applied to a hydraulic actuator driving a cart with an inverted pendulum. The algorithmic approach aims to satisfy two robust control requirements for single input single [...] Read more.
This work will present an algorithmic approach for robust control focusing on hydraulic–mechanical systems. The approach is applied to a hydraulic actuator driving a cart with an inverted pendulum. The algorithmic approach aims to satisfy two robust control requirements for single input single output (SISO) linear systems with nonlinear uncertain structure. The first control requirement is robust stabilization, and the second is robust asymptotic command following for arbitrary reference signals. The approach is analyzed in two stages. In the first stage, the stability regions of the controller parameters are identified. In the second stage, a Particle Swarm Optimization Algorithm (PSO) is applied to find suboptimal solutions for the controller parameters in these regions, with respect to a suitable performance cost function. The application of the approach to a hydraulic actuator, driving a cart with an inverted pendulum, satisfies the goal of achieving precise control of the pendulum angle, despite the system’s inherent physical uncertainties. Full article
(This article belongs to the Special Issue Interdisciplinary Insights in Engineering Research)
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15 pages, 1105 KB  
Article
Tracking Control and Backlash Compensation in an Inverted Pendulum with Switched-Mode PID Controllers
by Aisha Akbar Awan, Umar S. Khan, Asad Ullah Awan and Amir Hamza
Appl. Sci. 2024, 14(22), 10265; https://doi.org/10.3390/app142210265 - 7 Nov 2024
Cited by 3 | Viewed by 2002
Abstract
In electromechanical systems, backlash in gear trains can lead to a degradation in control performance. We propose a drive–anti-drive mechanism to address this issue. It consists of two DC motors that operate in opposite directions. One motor acts as the drive, while the [...] Read more.
In electromechanical systems, backlash in gear trains can lead to a degradation in control performance. We propose a drive–anti-drive mechanism to address this issue. It consists of two DC motors that operate in opposite directions. One motor acts as the drive, while the other serves as the anti-drive to compensate for the backlash. This work focuses on switching between the drive and anti-drive motors, controlled by a switched-mode PID controller. Simulation results on an inverted pendulum demonstrate that the proposed scheme effectively compensates for backlash, improving position accuracy and control. This switched controller approach enhances the performance of electromechanical systems, particularly where gear backlash poses challenges to closed-loop performance. Full article
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10 pages, 1064 KB  
Proceeding Paper
Compensation of Backlash for High Precision Tracking Control of Inverted Pendulum by Drive-Anti Drive Mechanisms
by Aisha Akbar Awan and Umar S. Khan
Eng. Proc. 2024, 75(1), 32; https://doi.org/10.3390/engproc2024075032 - 29 Sep 2024
Viewed by 1236
Abstract
Many actuating and electro-mechanical devices are driven by DC motors. Gear trains are used to amplify the torque in these motors. They are used in a wide variety of automotives, robotics, and automation applications. However, gears are prone to backlash during their operation [...] Read more.
Many actuating and electro-mechanical devices are driven by DC motors. Gear trains are used to amplify the torque in these motors. They are used in a wide variety of automotives, robotics, and automation applications. However, gears are prone to backlash during their operation of amplifying torques of electromehanical drives. This results in the disengagement of gear teeth when the rotation is reversed. These effects give rise to positional inaccuracies and poor control of the system. This proposed Drive-Anti Drive mechanism is used to track the system’s desired response in the presence of backlash in such cases. The Drive-Anti Drive mechanism consists of two motors rotating in opposite directions. Both the drive and the anti-drive are the DC Machines. The simulation results of the proposed scheme on the tracking control of Inverted Pendulum have been presented. Simulation results depict that the utilization of Drive-Anti Drive system has achieved the target outcome in less than 20 s. However, the target tracking of a system with the utilization of single drives takes 40 s. Setting response of an inverted pendulum is approximately twice as efficient with the utilization of the Drive-Anti Drive mechanism. This approach has been able to effectively track the target in the presence of backlash with the utilization of the Drive-Anti Drive mechanism. Full article
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32 pages, 8006 KB  
Article
Application of Particle Swarm Optimization to a Hybrid H/Sliding Mode Controller Design for the Triple Inverted Pendulum System
by Yamama A. Shafeek and Hazem I. Ali
Algorithms 2024, 17(10), 427; https://doi.org/10.3390/a17100427 - 24 Sep 2024
Cited by 1 | Viewed by 2105
Abstract
The robotics field of engineering has been witnessing rapid advancements and becoming widely engaged in our lives recently. Its application has pervaded various areas that range from household services to agriculture, industry, military, and health care. The humanoid robots are electro–mechanical devices that [...] Read more.
The robotics field of engineering has been witnessing rapid advancements and becoming widely engaged in our lives recently. Its application has pervaded various areas that range from household services to agriculture, industry, military, and health care. The humanoid robots are electro–mechanical devices that are constructed in the semblance of humans and have the ability to sense their environment and take actions accordingly. The control of humanoids is broken down to the following: sensing and perception, path planning, decision making, joint driving, stability and balance. In order to establish and develop control strategies for joint driving, stability and balance, the triple inverted pendulum is used as a benchmark. As the presence of uncertainty is inevitable in this system, the need to develop a robust controller arises. The robustness is often achieved at the expense of performance. Hence, the controller design has to be optimized based on the resultant control system’s performance and the required torque. Particle Swarm Optimization (PSO) is an excellent algorithm in finding global optima, and it can be of great help in automatic tuning of the controller design. This paper presents a hybrid H/sliding mode controller optimized by the PSO algorithm to control the triple inverted pendulum system. The developed control system is tested by applying it to the nominal, perturbed by parameter variation, perturbed by external disturbance, and perturbed by measurement noise system. The average error in all cases is 0.053 deg and the steady controller effort range is from 0.13 to 0.621 N.m with respect to amplitude. The system’s robustness is provided by the hybrid H/sliding mode controller and the system’s performance and efficiency enhancement are provided by optimization. Full article
(This article belongs to the Special Issue Metaheuristic Algorithms in Optimal Design of Engineering Problems)
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14 pages, 552 KB  
Article
Design and Implementation of a Discrete-PDC Controller for Stabilization of an Inverted Pendulum on a Self-Balancing Car Using a Convex Approach
by Yasmani González-Cárdenas, Francisco-Ronay López-Estrada, Víctor Estrada-Manzo, Joaquin Dominguez-Zenteno and Manuel López-Pérez
Math. Comput. Appl. 2024, 29(5), 83; https://doi.org/10.3390/mca29050083 - 18 Sep 2024
Cited by 2 | Viewed by 2004
Abstract
This paper presents a trajectory-tracking controller of an inverted pendulum system on a self-balancing differential drive platform. First, the system modeling is described by considering approximations of the swing angles. Subsequently, a discrete convex representation of the system via the nonlinear sector technique [...] Read more.
This paper presents a trajectory-tracking controller of an inverted pendulum system on a self-balancing differential drive platform. First, the system modeling is described by considering approximations of the swing angles. Subsequently, a discrete convex representation of the system via the nonlinear sector technique is obtained, which considers the nonlinearities associated with the nonholonomic constraint. The design of a discrete parallel distributed compensation controller is achieved through an alternative method due to the presence of uncontrollable points that avoid finding a solution for the entire polytope. Finally, simulations and experimental results using a prototype illustrate the effectiveness of the proposal. Full article
(This article belongs to the Special Issue Numerical and Evolutionary Optimization 2024)
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25 pages, 4664 KB  
Article
Research on the Influence of Radial Variation of Centroid on the Motion of Spherical Robot
by Long Ma, Minggang Li, Rui Chang and Hanxu Sun
Machines 2024, 12(6), 422; https://doi.org/10.3390/machines12060422 - 19 Jun 2024
Viewed by 1253
Abstract
Through the pendulum mechanism inside the spherical shell, the centroid can be varied circumferentially, enabling the spherical robot to achieve omnidirectional flexible movement. Additionally, the radial variation ability of the centroid enables spherical robots to adopt two distinct driving modes: the traditional lower [...] Read more.
Through the pendulum mechanism inside the spherical shell, the centroid can be varied circumferentially, enabling the spherical robot to achieve omnidirectional flexible movement. Additionally, the radial variation ability of the centroid enables spherical robots to adopt two distinct driving modes: the traditional lower pendulum driving mode and the inverted pendulum driving mode. There are two manifestations of radial variation in the centroid: having different radial positions of the centroid and achieving radial movement of the centroid. Focusing on these two manifestations, experimental data are obtained through different motion velocities and different motion slopes to conduct research on the influence of radial variation in the centroid on the motion of spherical robots. Based on the experimental data, multiple indicators are analyzed, including response speed, convergence speed, stability, and overshoot, as well as steering ability, climbing ability, and output power. The impact of the radial variation ability of the centroid on the control performance, locomotion capability, and energy consumption of spherical robots is summarized, and the correlation model relating the motion requirements to the radial position of the centroid is established, providing a theoretical basis for the selection of driving modes and centroid positions for spherical robots facing complex task requirements. Full article
(This article belongs to the Section Robotics, Mechatronics and Intelligent Machines)
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19 pages, 11132 KB  
Article
Balancing-Prioritized Anti-Slip Control of a Two-Wheeled Inverted Pendulum Robot Vehicle on Low-Frictional Surfaces with an Acceleration Slip Indicator
by Yongkuk Kim and Sangjoo Kwon
Machines 2023, 11(5), 553; https://doi.org/10.3390/machines11050553 - 14 May 2023
Cited by 4 | Viewed by 3473
Abstract
When a two-wheeled inverted pendulum (TWIP) robot vehicle travels on slippery roads, the occurrence of wheel slip extremely threatens its postural stability owing to the loss of wheel traction. If a severe wheel slip happens between the driving wheels and contact surfaces, no [...] Read more.
When a two-wheeled inverted pendulum (TWIP) robot vehicle travels on slippery roads, the occurrence of wheel slip extremely threatens its postural stability owing to the loss of wheel traction. If a severe wheel slip happens between the driving wheels and contact surfaces, no control techniques can guarantee the driving performance and stability of the TWIP robots in the absence of an extra wheel slip control strategy. In this paper, a TWIP-compatible countermeasure against the wheel slip phenomena is investigated for enhancing the reliability of the vehicle and the robustness of the motion control performance on low-frictional surfaces. To this end, we propose a balancing-prioritized anti-slip control method based on the maximum transmissible torque estimation, which is activated only when a wheel slip is detected by the acceleration slip indicator utilizing accessible data from the IMU and wheel encoders. It is proved that the TWIP vehicles applying the proposed method can successfully cope with low frictional surfaces while maintaining postural stability. Finally, comparative simulations and experiments demonstrate the effectiveness and feasibility of the proposed scheme. Full article
(This article belongs to the Special Issue Reliable Control of Mechatronic Systems)
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21 pages, 6092 KB  
Article
Optimization Design and Performance Analysis of a Bionic Knee Joint Based on the Geared Five-Bar Mechanism
by Zhuo Wang, Wenjie Ge, Yonghong Zhang, Bo Liu, Bin Liu, Shikai Jin and Yuzhu Li
Bioengineering 2023, 10(5), 582; https://doi.org/10.3390/bioengineering10050582 - 11 May 2023
Cited by 6 | Viewed by 2819
Abstract
Animal joint motion is a combination of rotation and translational motion, which brings high stability, high energy utilization, and other advantages. At present, the hinge joint is widely used in the legged robot. The simple motion characteristic of the hinge joint rotating around [...] Read more.
Animal joint motion is a combination of rotation and translational motion, which brings high stability, high energy utilization, and other advantages. At present, the hinge joint is widely used in the legged robot. The simple motion characteristic of the hinge joint rotating around the fixed axis limits the improvement of the robot’s motion performance. In this paper, by imitating the knee joint of a kangaroo, we propose a new bionic geared five-bar knee joint mechanism to improve the energy utilization rate of the legged robot and reduce the required driving power. Firstly, based on image processing technology, the trajectory curve of the instantaneous center of rotation (ICR) of the kangaroo knee joint was quickly obtained. Then, the bionic knee joint was designed by the single-degree-of-freedom geared five-bar mechanism and the parameters for each part of the mechanism were optimized. Finally, based on the inverted pendulum model and the Newton–Euler recursive method, the dynamics model of the single leg of the robot in the landing stage was established, and the influence of the designed bionic knee joint and hinge joint on the robot’s motion performance was compared and analyzed. The proposed bionic geared five-bar knee joint mechanism can more closely track the given trajectory of the total center of mass motion, has abundant motion characteristics, and can effectively reduce the power demand and energy consumption of the robot knee actuators under the high-speed running and jumping gait. Full article
(This article belongs to the Special Issue Multiscale Modeling in Computational Biomechanics)
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18 pages, 4258 KB  
Article
Optimization-Based Reference Generator for Nonlinear Model Predictive Control of Legged Robots
by Angelo Bratta, Michele Focchi, Niraj Rathod and Claudio Semini
Robotics 2023, 12(1), 6; https://doi.org/10.3390/robotics12010006 - 3 Jan 2023
Cited by 8 | Viewed by 4277
Abstract
Model predictive control (MPC) approaches are widely used in robotics, because they guarantee feasibility and allow the computation of updated trajectories while the robot is moving. They generally require heuristic references for the tracking terms and proper tuning of the parameters of the [...] Read more.
Model predictive control (MPC) approaches are widely used in robotics, because they guarantee feasibility and allow the computation of updated trajectories while the robot is moving. They generally require heuristic references for the tracking terms and proper tuning of the parameters of the cost function in order to obtain good performance. For instance, when a legged robot has to react to disturbances from the environment (e.g., to recover after a push) or track a specific goal with statically unstable gaits, the effectiveness of the algorithm can degrade. In this work, we propose a novel optimization-based reference generator which exploits a linear inverted pendulum (LIP) model to compute reference trajectories for the center of mass while taking into account the possible underactuation of a gait (e.g., in a trot). The obtained trajectories are used as references for the cost function of the nonlinear MPC presented in our previous work. We also present a formulation that ensures guarantees on the response time to reach a goal without the need to tune the weights of the cost terms. In addition, footholds are corrected by using the optimized reference to drive the robot toward the goal. We demonstrate the effectiveness of our approach both in simulations and experiments in different scenarios with the Aliengo robot. Full article
(This article belongs to the Special Issue Legged Robots into the Real World)
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21 pages, 8361 KB  
Article
Differences in Driver Behavior between Manual and Automatic Turning of an Inverted Pendulum Vehicle
by Chihiro Nakagawa, Seiya Yamada, Daichi Hirata and Atsuhiko Shintani
Sensors 2022, 22(24), 9931; https://doi.org/10.3390/s22249931 - 16 Dec 2022
Cited by 4 | Viewed by 2529
Abstract
Personal mobility vehicles (PMVs) are compact and lightweight compared to automobiles; hence, human dynamic behavior affects a vehicle’s postural stability. In this study, the dynamic behaviors of drivers of inverted pendulum vehicles (IPV) under manual and automatic driving were investigated. One particular feature [...] Read more.
Personal mobility vehicles (PMVs) are compact and lightweight compared to automobiles; hence, human dynamic behavior affects a vehicle’s postural stability. In this study, the dynamic behaviors of drivers of inverted pendulum vehicles (IPV) under manual and automatic driving were investigated. One particular feature of applying automatic driving to IPV is constant posture stabilization control. In this study, the drivers’ center of gravity (COG)/center of foot pressure position (COP) and joint moments during turning were investigated experimentally. It was found that the drivers’ COG shifted backward during turning and deceleration. For COP, it was found that drivers maintained balance by moving their inner foot more inward and their outer foot more outward during turning. These results are significant for understanding the steps taken to withstand centrifugal forces during turning. The joint moments of the foot were more significant in automatic turning than in manual turning to prevent falling owing to centrifugal force. These findings can facilitate the development of an automatic control method that shifts the COG of a driver, as in manual turning. Full article
(This article belongs to the Special Issue The Intelligent Sensing Technology of Transportation System)
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15 pages, 2649 KB  
Article
Utilizing Human Feedback in Autonomous Driving: Discrete vs. Continuous
by Maryam Savari and Yoonsuck Choe
Machines 2022, 10(8), 609; https://doi.org/10.3390/machines10080609 - 26 Jul 2022
Cited by 9 | Viewed by 3271
Abstract
Deep reinforcement learning (Deep RL) algorithms are defined with fully continuous or discrete action spaces. Among DRL algorithms, soft actor–critic (SAC) is a powerful method capable of handling complex and continuous state–action spaces. However, a long training time and data efficiency are the [...] Read more.
Deep reinforcement learning (Deep RL) algorithms are defined with fully continuous or discrete action spaces. Among DRL algorithms, soft actor–critic (SAC) is a powerful method capable of handling complex and continuous state–action spaces. However, a long training time and data efficiency are the main drawbacks of this algorithm, even though SAC is robust for complex and dynamic environments. One of the proposed solutions to overcome this issue is to utilize human feedback. In this paper, we investigate different forms of human feedback: head direction vs. steering and discrete vs. continuous feedback. To this end, a real-time human demonstration from steer and human head direction with discrete or continuous actions were employed as human feedback in an autonomous driving task in the CARLA simulator. We used alternating actions from a human expert and SAC to have a real-time human demonstration. Furthermore, to test the method without potential individual differences in human performance, we tested the discrete vs. continuous feedback in an inverted pendulum task, with an ideal controller to stand in for the human expert. The results for both the CARLA and the inverted pendulum tasks showed a significant reduction in the training time and a significant increase in gained rewards with discrete feedback, as opposed to continuous feedback, while the action space remained continuous. It was also shown that head direction feedback can be almost as good as steering feedback. We expect our findings to provide a simple yet efficient training method for Deep RL for autonomous driving, utilizing multiple sources of human feedback. Full article
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17 pages, 3697 KB  
Article
Fast Terminal Sliding Control of Underactuated Robotic Systems Based on Disturbance Observer with Experimental Validation
by Thaned Rojsiraphisal, Saleh Mobayen, Jihad H. Asad, Mai The Vu, Arthur Chang and Jirapong Puangmalai
Mathematics 2021, 9(16), 1935; https://doi.org/10.3390/math9161935 - 13 Aug 2021
Cited by 60 | Viewed by 5140
Abstract
In this study, a novel fast terminal sliding mode control technique based on the disturbance observer is recommended for the stabilization of underactuated robotic systems. The finite time disturbance observer is employed to estimate the exterior disturbances of the system and develop the [...] Read more.
In this study, a novel fast terminal sliding mode control technique based on the disturbance observer is recommended for the stabilization of underactuated robotic systems. The finite time disturbance observer is employed to estimate the exterior disturbances of the system and develop the finite time control law. The proposed controller can regulate the state trajectories of the underactuated systems to the origin within a finite time in the existence of external disturbances. The stability analysis of the proposed control scheme is verified via the Lyapunov stabilization theory. The designed control law is enough to drive a switching surface achieving the fast terminal sliding mode against severe model nonlinearities with large parametric uncertainties and external disturbances. Illustrative simulation results and experimental validations on a cart-inverted pendulum system are provided to display the success and efficacy of the offered method. Full article
(This article belongs to the Section E2: Control Theory and Mechanics)
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24 pages, 2620 KB  
Article
Adjustable and Adaptive Control for an Unstable Mobile Robot Using Imitation Learning with Trajectory Optimization
by Christian Dengler and Boris Lohmann
Robotics 2020, 9(2), 29; https://doi.org/10.3390/robotics9020029 - 25 Apr 2020
Cited by 2 | Viewed by 5277
Abstract
In this contribution, we develop a feedback controller in the form of a parametric function for a mobile inverted pendulum. The control both stabilizes the system and drives it to target positions with target orientations. A design of the controller based only on [...] Read more.
In this contribution, we develop a feedback controller in the form of a parametric function for a mobile inverted pendulum. The control both stabilizes the system and drives it to target positions with target orientations. A design of the controller based only on a cost function is difficult for this task, which is why we choose to train the controller using imitation learning on optimized trajectories. In contrast to popular approaches like policy gradient methods, this approach allows us to shape the behavior of the system by including equality constraints. When transferring the parametric controller from simulation to the real mobile inverted pendulum, the control performance is degraded due to the reality gap. A robust control design can reduce the degradation. However, for the framework of imitation learning on optimized trajectories, methods that explicitly consider robustness do not yet exist to the knowledge of the authors. We tackle this research gap by presenting a method to design a robust controller in the form of a recurrent neural network, to improve the transferability of the trained controller to the real system. As a last step, we make the behavior of the parametric controller adjustable to allow for the fine tuning of the behavior of the real system. We design the controller for our system and show in the application that the recurrent neural network has increased performance compared to a static neural network without robustness considerations. Full article
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