ScienceDirect
IFAC-PapersOnLine 48-1 (2015) 328–333
Available online at www.sciencedirect.com
2405-8963 © 2015, IFAC (International Federation of Automatic Control) Hosting by Elsevier Ltd. All rights reserved.
Peer review under responsibility of International Federation of Automatic Control.
10.1016/j.ifacol.2015.05.011
© 2015, IFAC (International Federation of Automatic Control) Hosting by Elsevier Ltd. All rights reserved.
Keywords: Underactuated mechanical systems, nonholonomic constraints.
1. INTRODUCTION
The Wheeled Inverted Pendulum (WIP) - and its com-
mercial version, the Segway - has gained interest in the
past several years due to its maneuverability and simple
construction (see e.g. Grasser et al. [2002], Segway [2015,
Jan]). Other robotic systems based on the WIP are becom-
ing popular as well in the robotic community for human
assistance or transportation as can be seen in the works of
Li et al. [2012], Nasrallah et al. [2007], Baloh and Parent
[2003]. A WIP consists of a vertical body with two coaxial
driven wheels.
The stabilization and tracking control for the WIP is chal-
lenging: the system belongs to the class of underactuated
mechanical systems, since the control inputs are less than
the number of configuration variables: There are a total of
two control variables τ
1
and τ
2
which are the torques ap-
plied to rotate the wheels, and six configuration variables,
namely, the x- and y- position of the WIP on the horizontal
plane, the relative rotation angle of each of the wheels with
respect to the body φ
1
and φ
2
, the orientation angle θ, and
the tilting angle α. In addition, the system is restricted by
nonholonomic (nonintegrable) constraints and is thus not
smoothly stabilizable at a point as proven by Brockett
[1983]. These constraints do not restrict the state space on
which the dynamics evolve, but the motion direction at a
given point: The rolling constraint impedes a sideways mo-
tion, and the forward velocity of the WIP and its yaw rate
are directly given by the angular velocity of the wheels.
Wheeled robots have largely been considered as purely
kinematic systems, due to the simplification in the motion
and controllability analysis. The WIP, however, needs to
be stabilized by dynamic effects, such that the complete
dynamics need to be taken into account. In mechanical
systems with nonholonomic constraints the configuration
space Q is a finite dimensional smooth manifold, TQ is the
tangent bundle - the velocity phase space - and a smooth
(non-integrable) distribution D⊂ TQ defines the con-
straints
1
. While traditional approaches like the Lagrange-
d’Alembert equations lead to the equations of motion
of nonholonomic mechanical systems (see, e. g., Pathak
et al. [2005]), geometric approaches help to understand the
structure and the intrinsic properties of the system. There
is a lot of work regarding the modeling of nonholonomic
systems, see for example Bloch [2003], Ostrowski [1999],
Bloch et al. [1996], Bloch et al. [2009] and the references
therein. These geometric tools help understand the mech-
anism of locomotion, i. e., the way motion is generated by
changing the shape of the mechanical system.
Symmetries can be exploited to develop dynamical models
in a reduced space. Roughly speaking, the Lagrangian L
exhibits a symmetry if it does not depend on one configu-
ration variable, lets say, q
j
. The variable q
j
is called cyclic.
The Lagrangian is thus invariant under transformations in
cyclic coordinates. Lie group action and symmetry reduc-
tion has been successfully applied to model other types
of nonholonomic mechanical systems in the differential
geometric framework. See for example the works by Bloch
et al. [1996], Ostrowski [1999], Gajbhiye and Banavar
[2012]. As shown, e. g., by Ostrowski [1999], the resulting
equations can be put in a simplified form containing apart
from the reduced equations of motion, also the momentum
and reconstruction equation, which describe the dynamics
of the system along the group directions. That is, how the
system translates and rotates in space due to the change
in the shape variables. Bloch et al. [2009] further show
the advantage of using the Hamel equations to obtain the
reduced nonholonomic equations of motion: The momen-
tum equation is in this case given in a body frame which
appears to be more natural than in a spatial frame, for the
latter is rarely conserved for systems with nonholonomic
constraints. The derivation of the reduced nonholomonic
equations can be done as well using the constrained La-
grangian and a so-called Ehresmann connection which
relates motion along the shape directions with the motion
1
The distribution D defines the admissible velocities
*
Technische Universit¨ at M¨ unchen, Boltzmannstr. 15, D-85748,
Garching (Tel: +49-89-289 15679; e-mail: s.delgado@tum.de).
**
Indian Institute of Technology Bombay, India (e-mail:
{banavar,sneha}@sc.iitb.ac.in)
Abstract: This paper develops the equations of motion in the reduced space for the wheeled
inverted pendulum, which is an underactuated mechanical system subject to nonholonomic
constraints. The equations are derived from the Lagrange-d’Alembert principle using variations
consistent with the constraints. The equations are first derived in the shape space, and then,
a coordinate transformation is performed to get the equations of motion in more suitable
coordinates for the purpose of control.
Reduced equations of motion for a wheeled
inverted pendulum
Sergio Delgado
*
, Sneha Gajbhiye
**
, Ravi N. Banavar
**