8
162 Modeling and Analysis on Exploration Rover with Screw Drive Mechanism over Loose Soil Kenji Nagaoka*, Takashi Kubota** *The Graduate University for Advanced Studies (Sokendai), Japan e-mail: [email protected] **Institute of Space and Astronautical Science, JAXA, Japan e-mail: [email protected] Abstract This paper describes the mathematical modeling and the propulsion characteristics of a mobile robot driven by an Archimedean screw units, called Screw Drive Rover. In order to realize secure locomotion on loose soil, it is a serious issue for conventional wheeled or tracked loco- motion to get stuck in the soil due to a slippage. On this point, the proposed rover is expected to be of robustness to this issues. Furthermore, the rover can also travel in various directions by using two screw units. However, the interaction between such a screw unit and the soil is quite complicated, and therefore, its detail remains undened. This paper attempts to predict the tractive effort of Screw Drive Rover on loose soil. To accomplish the theoretical analyses, the mathematical modeling is newly developed based on soil-screw interactive mechanics. Finally, the va- lidity of the model is demonstrated by simulations. 1 Introduction Through recent space explorations, traveling or cruis- ing technology on an extraterrestrial suraface has played a signicant role for mission successes. Recently the Mars Exploration Rovers (MERs) demonstrated by NASA have performed impressive achievements on Mars [1]. MERs employ six wheels for locomotion on the martian terrain, and until now these rovers have acquired scientic nd- ings for more than six years. In the meantime, a cer- tain limitation of wheeled locomotion on loose soil has came to light through the MER mission. Actually, MER Spirit has been stuck in a sand trap [2], and then the rover team eventually gave up on its extrication. In considera- tion of this, more theoretical discussions are required for lunar and planetary exploration rovers to assure robust lo- comotion on loose soil such as lunar regolith [3]. As one promising approach for them, terramechanics investigat- ing soil-vehicle interaction has received a lot of attention. However, the interactive mechanics is fundamentally ad- dressed based on semi-empirical static equations [4, 5, 6]. These equations are also comprised of some empirical pa- rameters. Accordingly, it is practically difcult to dynam- ically control conventional wheeled or tracked robot on soil to avoid a serious stuck. Further to this, essential improvement of a locomotion mechanism should be also conducted to cope with such difcult terrain. Humans have been interested in ‘spirals’ due to its geometric uniqueness in history [7]. Spiral structure has been applied in versatile applications. As one typical example, an Archimedean screw mechanism has been known as a screw-pump since early times [8]. So, the au- thors have proposed a mobile robot driven by such screw mechanism for traveling on loose soil. The proposed sys- tem is expected to be robust to slipping and getting stuck in loose soil because of the propulsive force in the axial di- rection of rotation. Combination of inclined screw blades also lead to movement in diverse direction. Furthermore, its structural simplicity would be one of the advantages as compared to a track. A screw driven vehicle like the proposed system, however, is not a new idea. In fact, screw drive amphibians [9, 10] have utilized since more than 170 years ago. And also, the screw locomotion was tried and tested when NASA developed the Lunar Rov- ing Vehicles in Apollo missions [11]. To date, a small number of experimental studies on the screw vehicle have been also reported [12, 13, 14]. But the soil-screw inter- action is still unknown, and theoretical approaches toward the understanding are extremely limited. Thus, the math- ematical modeling of the soil-screw interaction becomes a new challenge to be elaborated because terramechanics has mainly targeted just a wheel and a track. Likewise, there have been several screw driven robots such as an in vivo robot for laparoscopy [15, 16], an endoscope [17] or a spiral-type magnetic micro-machine [18]. In vivo robots and swimming robots are typically moved by contact with viscoelastic biological tissue and incompressible viscous uid, respectively. Although they are equipped with the similar mechanism for locomotion, their targeted environ- ments are quite different from terrain. Naturally, the re- spective models also differ on theoretical grounds. From the foregoing considerations, this study fo- cuses on the derivation of the novel soil-screw interaction i-SAIRAS 2010 August 29-September 1, 2010, Sapporo, Japan

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Modeling and Analysis on Exploration Rover with Screw Drive Mechanismover Loose Soil

Kenji Nagaoka*, Takashi Kubota**

*The Graduate University for Advanced Studies (Sokendai), Japane-mail: [email protected]

**Institute of Space and Astronautical Science, JAXA, Japane-mail: [email protected]

Abstract

This paper describes the mathematical modeling andthe propulsion characteristics of a mobile robot driven byan Archimedean screw units, called Screw Drive Rover.In order to realize secure locomotion on loose soil, it isa serious issue for conventional wheeled or tracked loco-motion to get stuck in the soil due to a slippage. On thispoint, the proposed rover is expected to be of robustnessto this issues. Furthermore, the rover can also travel invarious directions by using two screw units. However, theinteraction between such a screw unit and the soil is quitecomplicated, and therefore, its detail remains undened.This paper attempts to predict the tractive effort of ScrewDrive Rover on loose soil. To accomplish the theoreticalanalyses, the mathematical modeling is newly developedbased on soil-screw interactive mechanics. Finally, the va-lidity of the model is demonstrated by simulations.

1 Introduction

Through recent space explorations, traveling or cruis-ing technology on an extraterrestrial suraface has played asignicant role for mission successes. Recently the MarsExploration Rovers (MERs) demonstrated by NASA haveperformed impressive achievements on Mars [1]. MERsemploy six wheels for locomotion on the martian terrain,and until now these rovers have acquired scientic nd-ings for more than six years. In the meantime, a cer-tain limitation of wheeled locomotion on loose soil hascame to light through the MER mission. Actually, MERSpirit has been stuck in a sand trap [2], and then the roverteam eventually gave up on its extrication. In considera-tion of this, more theoretical discussions are required forlunar and planetary exploration rovers to assure robust lo-comotion on loose soil such as lunar regolith [3]. As onepromising approach for them, terramechanics investigat-ing soil-vehicle interaction has received a lot of attention.However, the interactive mechanics is fundamentally ad-dressed based on semi-empirical static equations [4, 5, 6].These equations are also comprised of some empirical pa-

rameters. Accordingly, it is practically difcult to dynam-ically control conventional wheeled or tracked robot onsoil to avoid a serious stuck. Further to this, essentialimprovement of a locomotion mechanism should be alsoconducted to cope with such difcult terrain.

Humans have been interested in ‘spirals’ due to itsgeometric uniqueness in history [7]. Spiral structure hasbeen applied in versatile applications. As one typicalexample, an Archimedean screw mechanism has beenknown as a screw-pump since early times [8]. So, the au-thors have proposed a mobile robot driven by such screwmechanism for traveling on loose soil. The proposed sys-tem is expected to be robust to slipping and getting stuckin loose soil because of the propulsive force in the axial di-rection of rotation. Combination of inclined screw bladesalso lead to movement in diverse direction. Furthermore,its structural simplicity would be one of the advantagesas compared to a track. A screw driven vehicle like theproposed system, however, is not a new idea. In fact,screw drive amphibians [9, 10] have utilized since morethan 170 years ago. And also, the screw locomotion wastried and tested when NASA developed the Lunar Rov-ing Vehicles in Apollo missions [11]. To date, a smallnumber of experimental studies on the screw vehicle havebeen also reported [12, 13, 14]. But the soil-screw inter-action is still unknown, and theoretical approaches towardthe understanding are extremely limited. Thus, the math-ematical modeling of the soil-screw interaction becomesa new challenge to be elaborated because terramechanicshas mainly targeted just a wheel and a track. Likewise,there have been several screw driven robots such as an invivo robot for laparoscopy [15, 16], an endoscope [17] ora spiral-type magnetic micro-machine [18]. In vivo robotsand swimming robots are typically moved by contact withviscoelastic biological tissue and incompressible viscousuid, respectively. Although they are equipped with thesimilar mechanism for locomotion, their targeted environ-ments are quite different from terrain. Naturally, the re-spective models also differ on theoretical grounds.

From the foregoing considerations, this study fo-cuses on the derivation of the novel soil-screw interaction

i-SAIRAS 2010August 29-September 1, 2010, Sapporo, Japan

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Main

Body

Hinge Leg

Dextral

Screw

Sinistral Screw

Figure 1. Schematic of Screw Drive Rover

model. As the rst step, this paper addresses in particularthe interaction modeling based on conventional soil-wheelmodel in terramechanics. In this paper, unlike the typicalwheel or track models, three-dimensional screw helicalmotion is newly considered. Characteristics of the devel-oped model are elaborated by numerical simulations.

2 Proposition of Screw Drive Rover System

2.1 Conguration and Ideal MobilityA novel rover equipped with Archimedean screw

drive units, called Screw Drive Rover, has proposed toachieve better locomotion on loose soil. Screw DriveRover is composed of a main body, hinge legs, and sinis-tral and dextral screw units winding N-times around eachcylinder, where the screw thickness is considered as a neg-ligibly small value. In particular, this rover is able to drivethe hinge legs in synchronization to improve geometri-cally its stability. The authors have elaborated the mo-bility performance by applying the ideal kinematic modelso far [19]. Of particular note is that the modeled ScrewDrive Rover is capable of locomotion in diverse movingdirections by using just two driving units.

2.2 Laboratory TestsThe authors have developed the Screw Drive Rover

prototype to investigate briey its empirical mobility onsand. Prior to the theoretical discussion, laboratory testshave been conducted by using the prototype. Schematicof the prototype is shown in Figure 1. The screw units are12.5mm in height and 55mm in outer diameter of screw’scylinder, and the screw slope angles are 16deg with N = 4.The total system weights 6.4kg except for circuits and bat-teries. The overall conguration is approximately 200mmin height, 300mm in width and 300mm in longitudinallength. Additionally, each screw unit can be driven in-dependently by DC motors and thus diverse locomotivedirections are achieved as shown in Figure 2.

Body Frame

Spur Gear

Hinge Leg

Bearing Folder

Bearing Folder

Coupling

Hinge Leg

DC Motor

Spur Gear

Rotaty Shaft

Hinge Leg

Bearing Folder

Rotaty Shaft

Spur GearSpur Gear

(a) Internal structure of main body and hinge legs

DC-Motor

Cables-In Shaft

Bearing

Cup Cover

Clyrindrical Shaft

(for Screw Driving)Sinistral Screw

Cup Cover

BearingConnected Shaft

Hinge Leg

Hinge Leg

Motor Folder

(b) Cross-section diagram of screw drive unitFigure 2. Mechanical structure of Screw Drive Rover

The results of the basic traveling tests on the test sand,which is quartz sand, are shown in Figure 3. From the re-sults, it is conrmed that Screw Drive Rover can realizemulti-directional locomotion on sandy terrain by the twoscrew units. Furthermore, in some cases locomotion tra-jectories of the ideal model are different from ones of thetests. Hence, a more practical model is needed for pathfollowing or tracking control of Screw Drive Rover.

2.3 Challenge and MotivationOn the basis of the previous traveling tests and the

ideal modeling, the development of a mathematical modelwith the soil mechanics would appear to be a next chal-lenge. So, the interactive mechanics model between thesoil and the screw is derived based on terramechanics.Then, the simulated tractive performances of Screw DriveRover are analytically discussed. The locomotion modelwould particularly become a nonholonomic system, andtherefore, the modeling is of considerable signicance forthe achievement of desired movement.

3 Modeling of Soil-Screw Interaction

3.1 PreliminaryThe motion states of Screw Drive Rover are prelimi-

narily dened. Absolute coordinate system ΣO{X,Y, Z} isset as illustrated in Figure 4. The modeling assumes a

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Figure 3. Diverse mobility performance demonstratedby Screw Drive Rover prototype on sand

family of soil-screw moving together as one body. Fur-ther to this, the screw model technically depends on itswinding direction. But the denitions and formulas forthe modeling can be essentially regarded as common ex-pressions. Therefore, unied expressions are describedfor each screw unit unless stated otherwise.

3.2 Screw GeometryFirst, the screw pitch and the slope angle are dened

as p and η, respectively. These values are constant andrepresented at the midpoint between the cylinder surfaceand the screw blade edge. Here, p and η satisfy the fol-lowing relation.

p = π (r + r1) tan η (1)

where r1 is the screw cylinder radius, r2 is the screwblade’s height and r is also dened as r = r1 + r2. Here,the screw length b is dened as b = N · p.

The screw blade surface area, dA, at micro region dθfrom the screw winding angle θ, can be approximated asfollows.

dA(θ) = π (r2 − r21) · dθ (2)

The locomotion is basically governed by forces on dA.

3.3 Kinematic DenitionsThe screw xed coordinates ΣS {x, y, z} is rst set to

be the right-handed coordinate system with the x and yaxis in the longitudinal and vertical directions of the screwunit. Figure 4 shows the kinematic model of the screwunit. ΣS is dened as the rotating frame to ΣO, which ro-tates around Z axis by δ. Here, robotic locomotion on soilis fundamentally accompanied with slip because of soilcompaction and failure. Assuming the rover’s attitude ro-tations around x and y axes are zero, the slip in x axis, sx,

ZXY

ΣO

ΣS

ω

vxv x

y

z

δvy

α

p

Figure 4. Kinematics of sinistral screw unit

is dened as follows [5, 14].

sx =

⎧⎪⎪⎪⎪⎨⎪⎪⎪⎪⎩

pω/2π−vxpω/2π if |pω/2π| ≥ |vx|

pω/2π−vxvx otherwise

(3)

where ω is the screw angular velocity, vx is the velocitycomponent in x direction, 0 ≤ sx ≤ 1 under a driving stateand −1 ≤ sx ≤ 0 under a braking state.

Direction of locomotion is dened. Given the velocityvector v in ΣS , the angle between v and the x axis can bedened as slip angle α [20]. By the velocity componentsvx and vy in ΣS , α is expressed as follows.

α = tan−1�vy/vx

�(4)

On the contrary, vx and vy can be also written as a functionof sx and α.

vx =pω (1 − sx)

2π, vy =

pω (1 − sx)2π

tanα (5)

3.4 Formulations of Contact Stress3.4.1 Normal Stress

One of the signicant subjects in the study of terrame-chanics is the relationship between normal stress σ andsinkage h. The relational angle expression is rst given asfollows [5, 23].

θm = (c1 + c2sx) θ f (6)

where c1 and c2 are coefcients depending on the soil-screw interaction. Technically, while the slip direction inEquation (6) does not necessarily correspond to sx, theauthors employ this relation like the conventional studyon wheels [21].

Next, the normal stress distribution of the soil beneaththe screw unit can be calculated as follows [5].

σ(θ) =

⎧⎪⎪⎨⎪⎪⎩σmΘ

n1 if θm ≤ θ ≤ θ f

σmΘn2 otherwise

(7)

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b

r R ω

h

2r1

2r

θθ’r

θr θf

θ = 0 σ

τ

Figure 5. Interactive mechanics of soil and screw unit

0 0.5 1 1.5 20306090

120150180

Sinkage / Radius, h /r

θ f [

deg]

Figure 6. Relation between θ f and h/r

and also,

Θ1(θ) = cos θ − cos θ f (8)

Θ2(θ) = cos�θ f −

θ − θ�rθm − θ�r

�θ f − θm

��− cos θ f (9)

σm =�kc/b + kφ

�Rn (10)

where θ is the screw angle (θ�r ≤ θ ≤ θ f ), θ�r(≤ 0) is the ef-fective exit angle, θ f (≥ 0) is the entry angle, θm is the spe-cic wheel angle at which the maximized normal stressoccurs, b is the screw’s longitudinal length, n is sinkageexponent, and kc and kφ are pressure-sinkage moduli re-garding cohesion and internal friction, respectively. Let Rbe the elliptic distance as illustrated in Figure 5, and willbe dened later on. Also, θ f is geometrically derived bythe following equation.

θ f = cos−1 (1 − h/r) (11)

In the conventional study in terramechanics, the con-dition

���θr��� ≤���θ f��� is basically premised for the expression

of σ beneath a rigid wheel. Figure 6 depicts the relation-ship between θ f and h/r. This provides h/r ≈ 0.29 atθ = 45deg. On the other hand, in the case of the screwunit,

���θ f��� ≤���θr��� has been observed through the traveling

tests by the authors. This implies the reaction force fromdischarging soil is too small, and therefore, the stress dis-tribution satisfying

���θ f��� ≤���θr��� is obtained. So, this paper

assumes���θ f��� ≤���θr��� by means of a transformation of θr to

θ�r. θ�r achieving���θ�r��� ≤���θ f��� is given as follows.

θ�r = −c3θ f (12)

where c3 (≤ 1) is a positive angle coefcient.The screw unit provides a elliptic cross section for dis-

cussing the normal and the shear stresses with angle θ asillustrated in Figure 5. In wheels, while the soil is shearedin elliptic trajectory when a wheeled vehicle steers, thecommon formula of the normal stress is applicable [20].Hence, this paper also employs the unied normal stressdistribution Equation (7).

3.4.2 Shear StressThe shear stress of loose soil, τ, is generally formu-

lated as follows [22].

τ(θ) = τmax ·�1 − exp− j/K

�(13)

τmax(θ) = c + σ tan φ (14)

where τmax is shear strength, φ is soil internal friction an-gle, c is soil cohesion, j is soil displacement and K is sheardeformation modulus.

3.4.3 Shear Displacement of SoilIn this paper, unlike the traditional approaches of

wheels, it is considered the soil between the screw bladesmove as one body with the blades. That is, the soilshear stress occurs along the outermost radius of the screwblade. Consequently, the three-dimensional expression ofthe screw’s helical trajectory is needed for giving the soilthrust of the screw units by τ component. So this paperprovides the screw motion trajectory in ΣO, T (X, Y, Z),by the following expression.

T =

⎛⎜⎜⎜⎜⎜⎜⎜⎜⎝r cos θ sin δ + VXt + X0r cos θ cos δ + VYt + Y0

r sin θ + Z0

⎞⎟⎟⎟⎟⎟⎟⎟⎟⎠

T

(15)

and also,⎧⎪⎪⎨⎪⎪⎩VX = vx cos δ + vy sin δVY = −vx sin δ + vy cos δ

(16)

where (∗)T denotes matrix transposition.Then, the trajectory of the soil shearing is dened by

angle γ (= π/2 − η) as illustrated in Figure 7. This tra-jectory PE (XE , YE , ZE) basically traces an ellipse. In thescrew xed elliptic coordinates ΣE{XE ,YE ,ZE}, PE can bederived by β or θ (= β − 3π/2).

PE =

⎛⎜⎜⎜⎜⎜⎜⎜⎜⎝

rcos γ cos βr sin β

0

⎞⎟⎟⎟⎟⎟⎟⎟⎟⎠

T

=

⎛⎜⎜⎜⎜⎜⎜⎜⎜⎝

−rcos γ sin θr cos θ

0

⎞⎟⎟⎟⎟⎟⎟⎟⎟⎠

T

(17)

The tangential equation at a certain point (xa, −ya) on

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166

(a) Trajectories of screw blade and soil displacement

γ

YE

XE

XE

YE

Elliptic Equation

2r ξ

X E + Y E cos γ = r

-r

-rcosγ

rcosγ

2 2 22

(b) Denition of soil shearing ellipseFigure 7. Elliptic trajectory of soil shearing

PE is also represented as follows.

xar2 sec2 γ

· XE +yar2 · YE = 1 (18)

where xa and ya are positive values, and the sinkage is as-sumed to be less than r. Substituting Equation (17) intoEquation (18), the above equation can be eventually sim-plied as follows.

ya = −cos γtan β

· xa +r cos γsin β

(19)

Accordingly, the inclination angle of the tangent, ξ, canbe written as follows.

ξ = tan−1 (− cos γ · cot β) = tan−1 (cos γ · tan θ) (20)

Furthermore, the ellipse radius R can be formulated as afunction of θ by

R(θ) = r�

cos2 θ + sin2 θ · sec2 γ (21)

As a result, j is dened as follows.

j(θ) =�Lv j · dt (22)

and also,

L = T + PO (23)

PO =

⎛⎜⎜⎜⎜⎜⎜⎜⎜⎝−r sin θ · sin (δ + γ)−r sin θ · cos (δ + γ)−r sec γ · cos θ

⎞⎟⎟⎟⎟⎟⎟⎟⎟⎠

T

(24)

where L is the trajectory of the displaced soil in ΣO and v jis the relative soil displacement velocity along L. More-over, PO gives a transformation from PE , transforming

Effective Shearing Distance, ds

Screw Cylinder

Screw Bladep

η

π/2 - η

π (r + r1) cosη

2

r + r1

r1

2

r

π (r + r1) tanη

2

(a) Illustration of effective shearing distance

0 15 30 45 60 75 900

1

2

3

4

η [deg]

d s /

π (r

+r1)

fs ≤ 0 fs ≥ 0

(b) Parametric analysis of ds depending on ηFigure 8. Effective distance of soil shearing

their coordinates ΣE → ΣO. In light of Equation (5), thetime derivative of L is given as follows.

ddtL =

ddt

(T + PO)

=

⎛⎜⎜⎜⎜⎜⎜⎜⎜⎜⎝

p(1−sx)2π − r cos θ sin γ

p(1−sx)2π tanα − r (sin θ + cos θ cos γ)

r cos θ + rcos γ sin θ

⎞⎟⎟⎟⎟⎟⎟⎟⎟⎟⎠

T

· ω

=�Lv jx Lv jy Lv jz

�· ω (25)

where δ and δ are assumed to be zero.Therefore, Equation (22) can be nally expressed as

follows.

j(θ) =�Lv j · dt =

� θ fθ

�L2v jx +L2

v jy +L2v jz · dθ (26)

3.4.4 Stationary State of Dynamic SinkageOn the basis of the study by Yamakawa et al. [24], the

wheel’s dynamic sinkage reaches a stationary state whenthe wheel drives with a constant slip. The stationary sink-age is ultimately proportional to the wheel slip, and theproportionality factor depends on both the wheel and thesoil. So, this study assumes the following relationship ina similar way for subsequent simulation analyses.

h = h0 + c4sx (27)

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0 15 30 45 60 75 90−1

−0.5

0

0.5

1

θ [deg]

Ang

le C

ompo

nent

sfo

r Tra

ctiv

e Ef

fort

−sinθ

−sinξcosξ

cosθη = 15deg

0 15 30 45 60 75 90−1

−0.5

0

0.5

1

θ [deg]

Ang

le C

ompo

nent

sfo

r Tra

ctiv

e Ef

fort cosξ

−sinξ

−sinθ

cosθη = 30deg

0 15 30 45 60 75 90−1

−0.5

0

0.5

1

Ang

le C

ompo

nent

sfo

r Tra

ctiv

e Ef

fort

θ [deg]

cosξ

−sinθ

−sinξ

cosθη = 45deg

Figure 9. Angle components for tractive effort of stresses on circular and elliptic surfaces along angles

where h0 is static sinkage before driving, c4 is a positivecoefcient. This enables us to simulate the relativity ofthe slip and the sinkage.

3.4.5 Soil Shearing DistanceThe effective distance of the soil shearing, ds, is geo-

metrically constrained by η and p as illustrated in Figure8(a). To evaluate the distance, the effective factor fs ishere given as follows.

fs =pr1−π (r + r1) (tan η + cot η)

2r1(28)

Thus, ds is maximized with the positive fs. Contraryto this, when fs is negative, ds is conned to the inter-screw area. The positive fs obviously appears at 45deg≤η ≤90deg. Consequently, ds can be introduced as follows.

ds =

⎧⎪⎪⎪⎪⎨⎪⎪⎪⎪⎩

π(r+r1) tan η2 sin η if fs ≥ 0

π(r+r1) tan η2 cos η otherwise

(29)

Figure 8(b) depicts the parametric characteristics of dspertaining to η. According to this, it can be conrmedds is strongly governed by η.

4 Synthetic Locomotion Model

4.1 Integrated Tractive EffortsIn accordance with the interaction model of the soil

and the screw unit, the next is the introduction of the trac-tive efforts of Screw Drive Rover. The integrated tractiveeffort in x direction of Screw Drive Rover is dened as Fxand is calculated as follows.

Fx =�

sgn (ω) F cos η (30)

F =

��(τ cos ξ − σ sin ξ) dAdθ (31)

where�

denotes the summation of the screw units. Letthe integral region be determined based on ds. Here, be-cause the tractive effort is evaluated by whole integration,Equation (31) can be modied as follows.

F = b · R sin η� θ fθ�r

(τ cos ξ − σ sin ξ) dθ (32)

Likewise, the tractive effort in y direction is computed by

Fy =�

sgn (ω) F sin η (33)

where this paper assumes the body rotation δ is ignored asa primary analysis, giving δ = δ = 0.

4.2 Advantage of Stresses on Elliptic SurfaceTractive components of the normal and the shear

stresses acting on an elliptic surface is generally differ-ent from the ones on a circular surface. In the devel-oped model, τ acts as τ cos ξ and σ as −σ sin ξ for thetractive effort in x direction. On the other hand, τ actsas τ cos θ and σ as −σ sin θ for a wheel. With consid-eration of Equation (20), the active angle component ofthe each stress for the tractive effort is shown in Figure9. These results indicate the elliptic surface has an ad-vantage over the circular one with smaller η. Further-more, Figure 10 plots the ideal integrated angle compo-nents for the tractive efforts,

� θ0 (tan φ cos θ − sin θ) dθ and� ξ

0 (tan φ cos ξ − sin ξ) dξ. Here, the integrating compo-nents assume the available maximum shear stress of cohe-sionless soil in Equation (13), which is τ = σ tan φ. Thesimulated plots indicate the elliptic surface works betterthan the circular surface. It is also conrmed that the ratioh/r becomes a critical factor for the genesis of the tractiveeffort.

5 Simulation Analysis of Tractive Effort

5.1 Parameter ConditionsThrough the simulations, the tractive effort Fx is cal-

culated when Screw Driver Rover travels in a straight line.This provides δ = 0 and α = 0 as kinematic constraints.By reference to the experiments by Dugoff et al. [14], sxis similarly set to be a variable parameter. With respect tothe kinematic and geometric conditions, the nominal pa-rameters are set: N = 4, η = 5 ∼ 30deg, r1 = 0.035m,r2 = 0.015m, h = 0.01 ∼ 0.04m (h0 = 0.01m), ω =± π2 rad/s. Likewise, according to the experimental data tar-geting the sampled lunar soil [25] and the previous works[21], each soil parameter is set: K = 0.018m, c = 0.17kPa,φ = 35deg, c1 = 0.4, c2 = 0.15, c3 = 0.2 ∼ 0.8,

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−0.4

−0.2

0

0.2

0.4

0.50.6

0.70.8

0.9 0 15 30 45 60 75 90

−0.4−0.2

00.20.40.6

θ [deg]

tanφ

Inte

grat

edA

ngle

Com

pone

ntfo

r Tra

ctiv

e Ef

fort

Elliptic Surface

Circular Surface

(a) Comparative distributions

0 15 30 45 60 75 90−0.4

−0.2

0

0.2

0.4

0.6

θ [deg]

Inte

grat

ed A

ngle

Com

pone

ntfo

r Tra

ctiv

e Ef

fort

tanφ = 0.5tanφ = 0.6tanφ = 0.7tanφ = 0.8tanφ = 0.9

(b) Circular surface

0 15 30 45 60 75 90−0.4

−0.2

0

0.2

0.4

0.6

θ [deg]

Inte

grat

ed A

ngle

Com

pone

ntfo

r Tra

ctiv

e Ef

fort

tanφ = 0.5tanφ = 0.6tanφ = 0.7tanφ = 0.8tanφ = 0.9

(c) Ellipse surfaceFigure 10. Integrated angle components for tractive

effort of normal and shear stresses

c4 = 0.01 ∼ 0.03, n = 1.0, kc = 1379N/mn+1 andkφ = 814.4kN/mn+2.

5.2 Result and DiscussionFigure 11 plots the simulation results performed by

the proposed model. These results show the predictedtractive effort Fx with the slip sx. According to these, itis conrmed Fx increases with an increase in sx in mostsituations. This typical tendency was observed in the pastexperiments [12, 14], and therefore, this conrms the va-lidity of the model. Next, Figure 11(a) indicates the slopeangle η has little effect on Fx until sx = 0.5. In contrast, anincrease in η results in a pronounced increase in Fx undersx � 0.5. From this, large sinkage induces a decrease ofFx. Moreover, Figure 11(b) shows the tendency that an in-

0 0.2 0.4 0.6 0.8 10

50

100

150

200

250

300

350

Slip, sx

Trac

tive

Effo

rt,F x

[N

]

η = 5 [deg]η = 16 [deg]η = 30 [deg]

(a) With varying η, c3 = 0.2 and c4 = 0.03

0 0.2 0.4 0.6 0.8 10

50

100

150

200

250

300

350

Trac

tive

Effo

rt,F x

[N

]Slip, sx

c3 = 0.2

c3 = 0.5

c3 = 0.8

(b) With varying c3, η = 16deg and c4 = 0.03

0 0.2 0.4 0.6 0.8 10

30

60

90

120

150

180

Slip, sx

Trac

tive

Effo

rt,F x

[N

]

c4 = 0.03

c4 = 0.02

c4 = 0.01

(c) With varying c4, η = 16deg and c3 = 0.2Figure 11. Tractive effort and slip of Screw Drive Rover

model with varying parameters

crease of the exit angle θ�r introduces larger Fx. Althoughthis indicates an increase of contact surface is signicant,c3 is unlikely to have a signicant impact on Fx, comparedto η. Further to these, Figure 11(c) shows the tendencythat the sinkage h exerts an effect on Fx. With respect toh, Fx possesses a maximum value. Better understandingof c4 is needed in the future work.

On the whole, the ratio of the sinkage and the radiush/r becomes one key factor in the light of Figure 10. Theincrease of the contact surface is expected to generate alarger Fx. However, the increase of h should be avoidedeven if the contact surface enlarges. An appropriate con-trol of h/r is the most important technique for the en-hancement of mobility performance of Screw Drive Roveron loose soil. So that Screw Drive Rover always generatespositive tractive efforts, the design of η also becomes an-other important factor.

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169

6 Conclusion

This paper presents the novel robot system usingthe Archimedean screw mechanism and its mathematicalmodel for traveling on loose soil. The proposed model isdeveloped based on the constracted terramechanics modelwith the screw geometry. Additionally, the soil shearingellipse is newly employed, and then the shearing trajec-tory is represented three-dimensionally. In this paper thedependence of the model parameters is elaborated throughthe simulation analyses. Consequently, the advantage ofthe locomotion on loose soil by the screw units can be in-dicated. In particular, it is conrmed the screw units is aneffective structure to avoid getting stuck.

As for future works, experimental validation is re-quired to evaluate and grasp the detailed interaction of thesoil and the screw unit. Further to this, the feedback fromexperiments to the model should be accomplished in orderfor enhancements of the model’s feasibility.

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