Introduction
A direct-drive (DD) robot [1] forgoes the use of a gear, belt, chain, or other reduction to amplify its motors’ effective torque production. This is in contrast to other actuation approaches used with electromagnetic motors such as high stiffness, large reduction geartrains typically found in humanoid machines [2], and highly compliant series elastic actuators (SEA) [3]. In this letter we introduce a new class of DD legged platforms and present new design principles that underpin their effective operation1. This class includes Minitaur, a quadruped with two active DOF per leg Fig. 1, center); Delta Hopper, a monoped with three active DOF per leg Fig. 1, left); and Penn Jerboa, a tailed biped with one active DOF/leg, and compliant C-shaped legs Fig. 1, right) [5]. These three robots share a common electromechanical infrastructure, demonstrating that the design principles detailed below can be successfully instantiated in very different morphologies.
The DD robots discussed in this letter: Delta Hopper (left), Minitaur (center), and Jerboa (right).
A. Motivation
Our interest in DD architecture is motivated by a number of specific benefits first understood in the context of manipulation [1]. We review how the DD paradigm presents advantages (and disadvantages) in the context of legged locomotion.
1) DD Advantages for Legged Locomotion
a) Transparency
DD actuation benefits robotics applications by avoiding backlash, achieving high mechanical stiffness, and mitigating reflected inertia of the motor and coulomb and viscous friction in the gearbox so that motor dynamics can be more quickly and easily influenced by external forces acting on the leg [1].
b) Mechanical performance
Eliminating the gearbox results in improvements in: mechanical robustness, since there are no gears to protect from impulses [3], [6]; dynamic isolation of the body, since it is only coupled to the legs through the motor’s air gap and inertially through the motor’s bearing; mechanical efficiency, since DD machines experience no mechanical losses due to gear reduction whereas standard planetary gearboxes have a maximum efficiency of 60–90% [7], and exhibit directional dependency [8]; and control methodology since decreased mechanical complexity exposes Lagrangian dynamics, promoting behavioral strategies relying on torque [1], [9], impedance [10], [11], and other “natural” (physically robust and mathematically well-founded) control methods [12].
c) High-bandwidth signal flow
Removing the gearbox enables advantages in: sensing, mitigating low-pass spring dynamics arising in SEA [3], as well as filter dynamics in feeding back distal force/torque readings [13] (slowing a 3kHz control loop down to 600Hz in the latter case); actuation, since avoiding SEA also removes the low-pass filtering of actuation signals [3]; hence tunable compliance can be implemented at kHz timescales, the sort of reactivity known to play an important role in animal negotiation of complex terrain [14].
d) Specific power
Since a gearbox both increases mass and decreases power (because of its associated losses), the peak specific power of DD actuators will be significantly higher than their geared counterparts.
2) DD Disadvantages for Legged Locomotion
Without a gearbox to amplify the output torque and decrease the output speed, DD motors must operate in high-torque, low-speed regimes where Joule heating is significant. This means that the actuators must mostly operate far from both their peak power and peak efficiency, which both occur much closer to no-load speed [7].
B. Contributions and Organization
This letter documents the methodology underlying the design and construction of the first (to our best knowledge) examples of general-purpose DD legged robots using conventional rotary actuators2.
The most salient contribution of this letter is a comparative measure,
Section II lays out the design methodology, Section III documents the resulting empirical drivetrain performance, Section IV reports on some of the locomotive consequences, and the letter concludes with a brief appraisal and glimpse at future work in Section V.
Design
Gear ratios in legged robots are typically in the range of 20:1 to 300:1 [18]–[21], so by removing the gearbox, mass-specific torque (not power) becomes the first limiting resource in electromagnetically actuated robots [1], [9]. Adopting the perspective of locomotion as self-manipulation [22], the force/torque resource becomes even more scarce as the machine’s payload must now include the robot mass itself. In addition to the limited specific force, the diminished electromechanical efficiency near stall conditions makes DD operation potentially energetically expensive.
The design problems associated with actuator selection, configuration, recruitment, and leg kinematics must therefore address one central theme, namely how to mitigate the specific force scarcity.
A. Actuator Selection
In the DD family, motors are selected to maximize specific torque at two time scales: instantaneous performance (peak specific torque) limited by flux saturation of the motor’s core, and steady performance (thermal specific torque) limited by the winding enamel’s maximum temperature.
Peak specific torque [9], \begin{align}{K}_{\text{ps}} := \frac{K_t i_p}{m}\qquad(\text{in units of } \tfrac{\text{Nm}}{\text{kg}}),\end{align}
\begin{align}{K}_{\text{ts}} := \frac{K_t}{m} \sqrt{\frac{1}{{R}_{\text{th}}R}}, \qquad(\text{in units of } \tfrac{\text{Nm}}{\text{kg}\sqrt{^{\circ}\text{C}}}),\end{align}
Figs. 2 and 3 show plots of
Peak specific torque (limited by flux saturation; affects instantaneous performance) against gap radius for a selection of legged robot actuators.
Thermal specific torque (limited by winding temperature; affects steady-state performance) against gap radius for a selection of legged robot actuators. The dashed line indicates the mean of the “inliers” detailed in Section. II-A.
The plot of peak specific force against gap radius,
The new
B. Actuator Recruitment Via Leg Design
The legs of our DD robot family vary in the number of actuated DOF from one to three, and the legs of the two machines with multiply actuated DOF (Minitaur, Delta Hopper) incorporate closed kinematic chains (linkages). Because of the simpler kinematics, the 2-DOF case is analyzed in detail, comparing a serial chain of two revolute joints, (3), (denoted by “O”), a parallelogram five-bar, (4), (a linkage frequently used in DD robot arms [1], denoted by “P”), and a the symmetric five-bar, (5), used in the Minitaur robot, detailed in [17] (denoted by “S”). The Delta Hopper machine uses the 3-DOF generalization of the 2-DOF symmetric five-bar employed in Minitaur4. The Jerboa, however, cannot benefit from such analysis of parallel linkages as it has only has 1-DOF/leg5.
Given joint angles \begin{align}g_O(q) &= \text{R}(\theta_1) \left[\begin{matrix}l_2\cos\theta_2 \\ l_1 + l_2 \sin \theta_2 \end{matrix}\right], \\g_P(q) &= \text{R}(\alpha_1) \left(l_1 \text{R}(\alpha_2) e_1 + l_2 \text{R}(\alpha_2)^T e_1\right), \\g_S(q) &= \text{R}(-\alpha_1) \left[\begin{matrix}0\\l_1 \cos \alpha_2 + \sqrt{{l_2}^2-{l_1}^2\sin^2\alpha_2}\end{matrix}\right],\end{align}
In each of the subfigures (rows) the first column shows the workspace averaged measure of the particular function of singular values,
Now, if \begin{align}\dot p = J \dot q,\qquad \tau = J^T f.\end{align}
Additionally, we define the vertical effective mechanical advantage, \begin{align}\Gamma_v(q) := \left[\begin{smallmatrix}0&1\end{smallmatrix}\right] J(q)^{-T}.\end{align}
We compute the singular values of
the design space,
, where$\delta:=\frac{r_{\min}}{r_{\max}}$ ,$r_{\min} = \left\vert {l_1-l_2}\right\vert $ and$r_{\max} = l_1 + l_2$ the workspace variable,
representing the radial extension of the leg.6$y$
1) $\sigma_{\min} := \min_i\sigma_i$ , Proprioceptive Sensitivity
This measure indicates the minimal speed of the toe in any direction for given motor angular velocities [28], shown in Fig. 5-A. More importantly in our problem domain, a very small \begin{align}\min_{\Vert f \Vert = 1} \tau^T \tau =\min_{\Vert f \Vert = 1} f^T J J^T f = \sigma_{\min}^2,\end{align}
2) $\sigma_{\max} := \max_i\sigma_i$ , Force Production
At non-singular configurations, this measure indicates the worst case force at the end effector for bounded motor torque, \begin{align}\min_{\Vert \tau \Vert = 1} f^T f =\min_{\Vert \tau \Vert = 1} \tau^T J^{-1} J^{-T} \tau = \frac{1}{\sigma_{\max}^2}.\end{align}
3) $\sigma_{mean} :=\frac{1}{n} \text{trace}(J J^T) $ , Thermal Cost of Force
Fixing the motor constant,
C. Mass Budgeting for Robot-Specific Power and Force
It has long been understood in the legged locomotion design literature that a large fraction of the robot’s mass budget should be reserved for actuation [27]. Our desire for DD designs pushes this notion toward its extreme as the robots in this family all have approximately 40% of total mass taken up by the actuators, compared to 24% for the modestly geared MIT Cheetah and approximately 10-15% for more conventional machines (detailed in Table II).
D. Leg Workspace and Infinitesimal Kinematics
In the case of Minitaur and Delta Hopper, by allowing the “knee” joints to operate above the “hip” joints (the aforementioned symmetric five-bar in Minitaur and its three-dimensional extension in Delta Hopper), the workspace is doubled and the infinitesimal kinematics are made more favorable. This results in a 2.1x increase in energetic output in a single stride from a fixed power source and a 5x decrease in collision losses at touchdown compared to a more conventional design, as described in [17].
E. “Framing” Costs
While increasing the number of active DOF/leg can improve control affordance, distributing actuators incurs inescapable costs (paid in the scarce resource of specific force) associated with replacing a single larger actuator by multiple smaller ones. When considering how a motor’s output torque scales as the characteristic length is modified, the designer must decide which motor scaling is more representative of the actuator choices available namely isometrically, or by assuming a constant cross section and varying the gap radius.7 For a constant actuator mass budget, as the number of actuators,
Actuator Transparency and Bandwidth
A simple linear dynamical model (consisting of static, kinetic, and viscous friction, and the actuator’s reflected inertia), that is invariant to gear ratio, permits a quantitative comparison between DD and conventional geared design. We thus characterize actuation bandwidth, for just as transparency improves proprioception, high bandwidth is necessary for fast closed-loop response. Finally, these relative advantages in our design are contextualized with respect to the family of machines presented in this work.
A. Transparency Measures
The reflected inertia of the Maxon EC-45 is reported in [7] and then scaled by the gear ratio (23:1 in this case) squared. The T-Motor U8’s rotor inertia is over-estimated by assuming that the full mass of the rotor is located in an annular ring bound by the outer and gap radii. The static friction (“stiction”) of the two actuators is found by attaching 25 mm radius pulleys onto the output shafts, and adding mass until there is movement. Using the same pulleys, varying masses are attached and allowed to fall for 2m, accelerating the motors. This time series data is fit to a first-order system and the steady speed is extracted in each trial. This experiment is performed at five different steady speeds for each motor (10-200
In each of the three measures shown in Table I, the DD actuator (U8) fared significantly better than the conventional geared alternative (EC-45, 23:1), representing a 96x decrease in reflected inertia, 3.89x decrease in static friction, 3.83x decrease in kinetic friction, and 54.6x decrease in viscous drag. This comes at the price of a 2.5x decrease in continuous and a 5.39x decrease in peak specific torque. We leave the larger issues of this tradeoff to the existing analysis in the prior DD robotics literature [1] because we believe the cost/benefit relationships are general to the field whereas we are specifically focused here, simply on the achievability of DD design for legged locomotion.
B. Reflected Inertia Invariance
If motors are scaled by varying gap radius,
C. Actuation Bandwidth
Actuation bandwidth between the two motors of interest (EC45 23:1, and U8) was explored by connecting the motors to a power supply at 12V, and limited to their thermally sustainable currents representing a
Bode plot of amplitude response (in revolutions) to sinusoidal voltage input at various frequencies.
D. Relevance to Behaviors
For the 2–5 kg machines in this family, the duration of stance phase is on the order of 0.1 seconds, corresponding (roughly) to a spring-mass time constant of
Implementation and Performance
The basic motor control electrical subsystem of the DD family is described in [5, Section V-A.3], stemming from work reported in [4]. Of additional relevance to this letter is the closed-loop control architecture, which, building on the brushless servo approach of [29] is implemented using fixed-rate 1KHz 16-bit PWM control signals in a master–slave layout. The central “computer” node (STM32F3 microcontroller at 72 MHz) has two communication lines to each motor, namely position (motor
A. Performance Metrics
Table II provides physical properties and Table III performance measures for this family of DD robots as well as examples of geared machines over a wide range of mass (1-60 kg).9
Wherever possible, the maximum experimentally observed forward running steady velocity (
Specific agility as defined in [33] represents the “mass-normalized change in extrinsic body energy [during stance].” Motivated by tasks such as ledge ascent, this measure will be restricted, in this context, to jumps that have a significant vertical component, denoted vertical specific agility (\begin{align}\alpha_v = h_{\max}g,\end{align}
Since specific force is the first limiting resource, a measure is necessary to understand whether a given machine will even be able to support its own weight without thermal damage to the actuators. The leg’s infinitesimal kinematics have significant influence; we consider the minimum continuous vertical force that can be exerted by the machine, and normalize by the gravitational force acting on its mass, then subtract one, yielding an estimate of the minimal continuous vertical acceleration (\begin{align}{a}_{\text{mcv}} := \frac{\tau_{c}n_{l}}{m g}\left(\min_{q}{\Gamma_v(q)}\right) -1\end{align}
The cost of transport (specific resistance[34], [35]) is computed using mean voltage \begin{align}CoT := \frac{V i}{M g {v}_{\text{ss}}}\end{align}
B. Performance of the DD Machines
The family of DD machines in this letter performs similarly or better in conventional measures compared to more established, geared, machines. The Minitaur robot has forward running speed (
Conclusion
This letter outlines a design methodology that brings the well known benefits of DD robotics to legged locomotion. These benefits include significant improvements (3.8x–96x) in the constituent components (reflected inertia, and static, kinetic, and viscous friction) of a simple actuator “transparency” model, as well as a 17.4x improvement in rotational bandwidth as compared to a representative geared motor (Maxon EC45 flat, 23:1). The family of machines built with these actuators in accordance with the design principles listed above has proven very competitive with state of the art legged machines, according to a variety of metrics. The diversity of morphologies and similarly competitive running and leaping gaits exhibited by the family of machines we describe suggests that DD legged locomotion may be more readily achievable than its very sparse literature hitherto might suggest.
Work currently in progress addresses a number of important questions concerning the role of form and function that lies beyond the scope of the present design-focused letter. Careful study will be required to tease out the relative contributions to overall energetic efficiency due to DD–both advantages and disadvantages–as distinct from the control policies they enable. In addition to the convincing and tunable compliance that DD affords, these machines do not preclude integration of passive, purely mechanical, compliance elements. From the morphological perspective, the analysis of framing cost, in Section II-E suggests an approach to actuator granularity that might help rationalize decisions as to how many appendages of a number of DOF a robot might requires to achieve a specified domain of tasks.
We believe we have merely scratched the surface in extracting the benefits of “transparency” that DD actuation offers legged robotics. The high sensorimotor bandwidth enjoyed by these machines greatly facilitates simple reactive strategies, affording, for example, reliable observer-free proprioceptive touchdown detection (cf. [36]). In turn, bringing such high sensing and control authority to bear upon platforms whose dynamics are so well described by simple hybrid Lagrangian mechanics [22] facilitates the application and reuse of simple, robust behavioral “modules” whose parallel [37] and sequential [38] compositions can now be extended across multiple bodies as well as flexibly recombined within a single one. Work in progress further exploits these machines’ ability to “feel” their environment in bringing the perspective of “self-manipulation” [22] to bear on legged mobility, especially as it relates to transitional behavior.
ACKNOWLEDGEMENTS
The authors would like to thank Jeff Duperret for the Bode plot code.
Appendix
Invariance of Leg Design Measures to Leg Angle
For each of the leg designs, there is a linear change of coordinates \begin{align}g(q) = \widetilde g(L q),\qquad \widetilde g(\alpha) = \text{R}(\alpha_1) h(\alpha_2).\end{align}
For the serial design (3),
Proposition 1:
The singular values of the Jacobian of (13),
Proof.
At first, we show that if
Using the chain rule on (13), \begin{align}\text{D} g = S \text{R} h e_1^T + \text{R} \text{D} h,\end{align}
\begin{align*}\text{D} g^T \text{D} g = \text{D} h^T \text{D} h + e_1 h^T h e_1 + \text{D} h^T S h e_1^T + e_1 h^T S^T \text{D} h,\end{align*}
Lastly, since \begin{align}\text{D} g^T \text{D} g = L^T \text{D} \widetilde g^T \text{D} \widetilde g L,\end{align}
Relation of Measures to Jacobian Singular Values
Let the (ordered) singular values of the square matrix
The expression on the left hand side of (8) is the Rayleigh quotient for the matrix
, which is minimized by its smallest eigenvalue [39]. Additionally,$J J^T$ and$J^T$ have the same singular values, and so any measure depending on the singular values of$J$ or of$J$ is invariant to leg angle (Appendix A).$J^T$ Since the eigenvalues of
are the reciprocals of eigenvalues of$(J^T J) ^{-1}$ , the singular values of$J^T J$ appear in the denominator of (9).$J$ Since
, the Asada metric of II-B3 is also independent of leg angle.$\text{trace}(J J^T) = \text{trace}(J^T J) $