Week 1
Objective
The objectives of this laboratory experiment are as follows:
Obtain the linear state-space representation of the rotary pendulum plant.
Design a state-feedback control system that balances the pendulum in its upright position using Pole Placement.
Simulate the closed-loop system to ensure the given specifications are met.
Equipment
Week 1
A. Modeling
This experiment involves modeling of the rotary inverted pendulum.
Rotary Inverted Pendulum Model
Table 1 Rotary Pendulum components (Figure 1)
1
Rotary Servo
2
Thumbscrews
3
Rotary Arm
4
Shaft Housing
5
Shaft
6
Pendulum T-Fitting
7
Pendulum Link
8
Pendulum Encoder Connector
9
Pendulum Encoder
Table 2 Main Parameters associated with the Rotary Pendulum module
Mass of pendulum
0.127
Total length of pendulum
0.337
Distance from pivot to center of mass
0.156
Pendulum moment of intertia about center of mass
0.0012
Pendulum viscous damping coeffiÂcient as seen at the pivot axis
0.0024
Mass of rotary arm with two thumb screws
0.257
Rotary arm length from pivot to tip
0.216
Rotary arm length from pivot to center of mass
0.0619
Rotary arm moment of inertia about its center of mass
9.98 x 10^-4
Rotary arm viscous damping coeffiÂcient as seen at the pivot axis
0.0024
Rotary arm moment of inertia about pivot
0.0020
Pendulum encoder resolution
4096
Model Convention
Nonlinear Equations of Motion
Instead of using classical (Newtonian) mechanics, the Lagrange method is used to find the equations of motion of the system. This systematic method is often used for more complicated systems such as robot manipulators with multiple joints.
Specifically, the equations that describe the motions of the rotary arm and the pendulum with respect to the servo motor voltage, i.e., the dynamics, will be obtained using the Euler-Lagrange equation:
\frac{d}{dt}\frac{\partial L}{\partial \dot{q_i}} - \frac{\partial L}{\partial q_i} = Q_i \qquad \qquad \tag{1}
q(t) =\begin{bmatrix} \theta(t) & \alpha(t) \end{bmatrix}^T \tag{2}
\dot{q}(t)=\begin{bmatrix} \displaystyle \frac{d\theta(t)}{dt} & \displaystyle\frac{d\alpha(t)}{dt} \end{bmatrix} ^T\tag{3}
With the generalized coordinates defined, the Euler-Lagrange equations for the rotary pendulum system are\frac{d}{dt} \frac{\partial L}{\partial \dot{\theta}} - \frac{\partial L}{\partial \theta} = Q_1 \tag{4a}
\frac{d}{dt}\frac{\partial L}{\partial \dot{\alpha}} - \frac{\partial L}{\partial \alpha} = Q_2 \tag{4b}
The Lagrangian of the system is described byL = T - V \tag{5}
and acting on the pendulum isQ_2 = -B_\rm{p}\dot{\alpha} \tag{6b}
Once the kinetic and potential energy are obtained and the Lagrangian is found, then the task is to compute various derivatives to get the EOMs. After going through this process, the nonlinear equations of motion for the Rotary Pendulum are:
​\displaystyle\left (m_pL_r^2 + \frac{1}{4}m_pL_p^2 - \frac{1}{4}m_pL_p^2 \cos^2(\alpha)+J_r \right )\ddot{\theta} - \left (\frac{1}{2}m_pL_pL_r\cos(\alpha) \right)\ddot{\alpha} \\+ \displaystyle\left(\frac{1}{2}m_pL_p^2\sin(\alpha)\cos(\alpha)\right)\dot{\theta}\dot{\alpha} + \left( \frac{1}{2}m_pL_pL_r\sin(\alpha)\right)\dot{\alpha}^2 = \tau - B_r\dot{\theta} \tag{7}​
\displaystyle{\left(-\frac{1}{2}m_pL_pL_r\cos(\alpha) \right)\ddot{\theta} + \left(J_p + \frac{1}{4}m_pL_p^2 \right) \ddot{\alpha} - \left(\frac{1}{4} m_pL_p^2\cos(\alpha)\sin(\alpha)\right)\dot{\theta}^2 \\-\frac{1}{2} m_pL_pg\sin(\alpha) = -B_p\dot{\alpha}} \tag{8}
\tau = \displaystyle\frac{\eta_gK_g\eta_mk_t(V_m - K_gk_m\dot{\theta})}{R_m} \tag{9}
Linearization
Linearization of a nonlinear function about a selected point is obtained by retaining upto first order term in the Taylor Series expansion of the function about the selected point. For example, linearization of a two variable nonlinear function f(z) where
about the point
can be written as
​
Linearization of Inverted Pendulum Equations
The nonlinear equations of the inverted pendulum system obtained as Equations (7) and (8) are linearized about the equilibrium point with the pendulum in the upright position, i.e.,
Linearization of Equation (7) about the above equilibrium state gives
Likewise, linearization of Equation (8) about the equilibrium point with the pendulum in the upright position gives
Equation (10) and (11) can be arranged in the matrix form as
Equation (12) can be rewritten in state space form as
Analysis: Modeling
Download the above zip file and extract it.
Note down your state-space matrices for your report. Note: You may want to cross-check the state-space matrix with TAs before proceeding to balance control.
Find the open-loop poles of the system. Hint: Use
eig(A).
B. Balance Control
Specification
Stability
The stability of a system can be determined from its poles ([2]):
Stable systems have poles only in the left-hand plane.
Unstable systems have at least one pole in the righthand plane and/or poles of multiplicity greater than 1 on the imaginary axis.
Marginally stable systems have one pole on the imaginary axis and the other poles in the left-hand plane.
Controllability
Rank Test The system is controllable if the rank of its controllability matrix
T = [B \ AB \ A^2B \ ... \ A^{n-1}B] \tag{16} equals the number of states in the system, \mathrm{rank}(T) = n \tag{17}
Companion Matrix
If (A,B) are controllable and B is n×1, then A is similar to a companion matrix ([1]). Let the characteristic equation of A be s^n + a_ns^{n-1}+\dots +a_1 \tag{18} Then the companion matrices of A and B are \tilde{A} = \begin{bmatrix} 0 & 1 & \dots & 0& 0 \\ 0 & 0 & \dots & 0& 0 \\ \vdots & \vdots & \ddots & \vdots& \vdots \\ 0 & 0 & \dots & 0& 1 \\ -a_1 & -a_2 & \dots & -a_{n-1}& -a_n \end{bmatrix} \tag{19}
and\tilde{B} = \begin{bmatrix} 0\\\vdots\\ \\1 \end{bmatrix} \tag{20}
Pole Placement Theory
Desired Poles
Simulation Model with Feedback
B.1 Experiment: Designing the Balance Control
In the same rotpen_week1_student.mlx live script, go to the Balance Control section. Enter the chosen
zeta
andomega_n
values.Find gain
K
using a predefined Compensator Design MATLAB commandK = acker(A,B,DP)
, which is based on pole-placement design. Note:DP
is a row vector of the desired poles found in Step 3.
For sanity check, if you use damping ratio of 0.7 and natural frequency of 4 rad/s, you should get around K = [-12 63 -5.5 7].
B.2 Experiment: Simulating the Balance Control
Run rotpen_week1_student.mlx live script. Ensure the gain K you found is loaded in the workspace (type K matrix in the command window).
Open and run the s_rotpen_bal.mdl for 10 seconds. The responses in the scopes shown in Figure 6 were generated using an arbitrary feedback control gain. Note: When the simulation stops, the last 10 seconds of data is automatically saved in the MATLAB workspace to the variables
data_theta
,data_alpha
, anddata_Vm
.Save the data corresponding to the simulated response of the rotary arm, pendulum, and motor input voltage obtained using your obtained gain K. Note: The time is stored in the
data_theta(:,1)
vector, the desired and measured rotary arm angles are saved in thedata_theta(:,2)
anddata_theta(:,3)
arrays. Similarly, the pendulum angle is stored in thedata_alpha(:,2)
vector, and the control input is in thedata_Vm(:,2)
structure.
Results for Report
A) Modeling
Open-loop poles of the system.
B.1) Balance Control Design
B.2) Balance Control Simulation
Questions for Report
B.1) Balance Control Design
Appendix
Table A Main Rotary Servo Base Unit Specifications
Motor nominal input voltage
6.0 V
Motor armature resistance
2.6 Ω ± 12%
Motor armature inductance
0.18 mH
Motor current-torque constant
7.68 × 10−3 N-m/A ± 12%
Motor back-emf constant
7.68 × 10−3 V/(rad/s) ± 12%
High-gear total gear ratio
70
Motor efficiency
0.69 ± 5%
Gearbox efficiency
0.90 ± 10%
rotor Rotor moment of inertia
3.90 × 10−7 kg-m2 ± 10%
High-gear equivalent moment of inertia without external load
1.823 × 10−3 kg-m2
High-gear Equivalent viscous damping coefficient
0.015 N-m/(rad/s)
Mass of bar load
0.038 kg
Length of bar load
0.1525 m
Mass of disc load
0.04 kg
Radius of disc load
0.05 m
Maximum load mass
5 kg
Maximum input voltage frequency
50 Hz
Maximum input current
1 A
Maximum motor speed
628.3 rad/s
Reference
[1] Bruce Francis. Ece1619 linear systems, 2001. [2] Norman S. Nise. Control Systems Engineering. John Wiley & Sons, Inc., 2008.
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