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Introduction to robotics
Automation
There are several examples of automation one comes across daily, simple examples being sewing
machines, packaging machines. Such machines are generally equipped to perform in a specific
way or to execute specific tasks. A sewing machine is designed to produce specific stitch lengths
and likewise a packaging machine is designed to wrap a specific size of the product. When
product sizes change some parts of the machine are to be manually changed to accommodate the
new size. Such machines are essentially designed to package millions of products of a specific
size and are hence special purpose machines. The cost of such a machine is distributed over large
sales volumes.
More recently there is a demand for variety. A good example is shirts of a size suiting a given
individual. Likewise there is a demand for soaps of various sizes and shapes. This requires
machines that can handle various shapes and sizes and every time such a requirement arises one
has to stop the machine and readjust or reset some of the links or components to handle the new
product. This is a task that is not only time consuming but also requires skill.
Human beings, unlike machines can not only handle tools and products of different sizes and
shapes but are also capable of executing a variety of tasks. Engineers have often sought similar
capabilities in machines and this has been possible now with the availability of inexpensive
microprocessors. Used in conjunction with special servo-motors, actuators and sensors, the
microprocessor has revolutionized automation. It is now possible to build automation devices
that can be operated under the guidance of a program. A familiar example is a printer that can be
programmed to print the alphabet. A few key strokes would enable the user to change over to a
program that enables one to draw diagrams. This capability is extended further through the use of
sensors. For example a sensor in the printer does not permit the printing to begin unless a paper
is present. These capabilities are extended further and when the machine is able to change its
activity to suit a given situation it is called “autonomous”.
Robots
An important part of the automation scene is the area of “Robotics” a multidisciplinary field that
involves mechanical, electronics and several other engineering disciplines. Though the ultimate
aim is to attempt emulate human activities, something which is extremely difficult to attain, these
attempts have resulted in development of robots. These are beneficial in handling hazardous
tasks and for operating in hazardous areas like chemical or nuclear plants. Examples of such
tasks include plates being x-rayed for inspection of internal cracks and flaws, a routine but
hazardous operation.
Anupam Thakur (MAIT) Robotics Notes
Where complex movements are involved as in welding along a 3D profile, robots can be used for
assuring quality and consistency. In assembly operation of precision and tiny parts, like in
watches, robots perform with accuracy and repeatability. (The SCARA robot developed in Japan
is one such robot specifically suitable for precision assembly tasks.) Painting is hazardous to
humans and also complex movements are involved (for example in painting a car body) and in
such applications robots may replace human beings. Robots have certain inherent capabilities
and limitations, just as any other machine or human being does, and these should be borne in
mind when attempting to use them in a given application. A lathe is best used for generating
cylindrical objects and milling machines are ideal for producing prismatic parts. One would not
attempt to use a lathe for manufacture of prismatic parts or a milling machine to produce
cylinders. Thus manufacturing processes are chosen to suit the product and conversely, products
should be designed to suit the manufacturing process. This philosophy applies to robotics also.
One cannot expect a given robot to execute any arbitrary task or handle any product. Some times
it may be beneficial to redesign the product to enable robots to handle them with ease. A
wellknown example of designing a product to suit robots is the SONY “Walkman” which has
been designed for ease of assembly by robots. Today robot finds applications in industries,
medical and other fields. For example, in eye surgery (replacement of retina), where a cylindrical
portion needs to be replaced, the operation is best done by robots. Mobile robots like walking
machines, hopping machines are examples of robots, and so also are robotic aircraft and ships.
Nuclear and power plants uses fish like robots which move inside pipes for purpose of inspection
Computers are required for higher level control of such complex systems. Computers convert
higher level commands to lower level commands for purpose of interpreting sensor outputs and
controlling motors in these machines.
Actuators:
Actuators are basically prime movers providing both force and motion. Pneumatic cylinders,
hydraulics, permanent magnet motors, stepper motors, linear motors are some conventional
Anupam Thakur (MAIT) Robotics Notes
actuators. Moreadvanced ones are based on hi-tech polymers, shape memory alloys, piezo
patches, and pneumatic muscles. Brushless servo motors also exist for low noise levels, and
printed armature motors are used for quick response.
Transmission systems:
The transmission system used in robot to transmit power and motion consists of chains, timing
belts, metal belts, cables and pulleys and linkages. Gear boxes and harmonic drives serve to
provide speed reduction. Ball screws are used with suitable mechanisms to convert rotary motion
to linear motion and if needed back to oscillatory motion. Drive stiffness is an important
consideration in robotics and so also is backlash.
Power supplies:
Hydraulic and Pneumatic power packs: These consist of a motor driving a positive displacement
pump or compressor to generate the high pressure fluid flow. In using hydraulic systems the
necessity of having an oil tank increases the weight of the system, additionally the issue of
ensuring that the oil is free of contaminants is to be handled. In pneumatics power pack dry air is
desired. Electric motors use what are known as PWM (pulse width modulation) amplifiers.
These are electronic devices, consisting of transistors used as switches to rapidly switch on and
off the supply in a controlled manner to control motor speeds. Such drives have higher
efficiency.
Electronics:
There are a host of electronic circuits, motor controllers, analog to digital converters and digital
to analogue converters, frame grabbers and so on utilized to handle sensors and vision systems
and convert the inputs from them into a form usable by the processor for control of the entire
system in conjunction with the algorithms and software developed specifically for the purpose.
Software:
The software used consists of several levels. Motor control software consists of algorithms which
help the servo to move smoothly utilizing the data from feed-back units. At the next level there is
software to plan the trajectory of the end effector and translate the same into commands to
individual motor controllers.
The output of sensors is also to be interpreted and decisions made. At the highest level there is
software which accepts commands from the user of the robot and translates it into appropriate
actions at the lower level.
Anupam Thakur (MAIT) Robotics Notes
History of robots :
1954- Devol & Engleburger – establish Unimation Incorporation.
1961- Robots are used in die casting application.
1968- AGVs (automated guided vehicles) implemented.
1970- Stanford arm developed.
1979- SCARA robot for assembly developed in Japan .
Figure shows PUMA robot (the manipulator). A total of 6 variables are required, for specifying
the position and orientation of a rigid body in space. Therefore PUMA has 6 axis of rotation with
1 DOF (degree of freedom) per axis. The functioning of this robot is like a human arm. Each
DOF has an actuator for motion.
Cartesian Robot On several shop floors “Gantry” type of Cartesian robots (consisting of
overhead rails) are used for operations over large spaces.
Cylindrical main body. Such motions are found typically in drilling machines. A similar main
body is used in robots to access points in a cylindrical volume. (Essentially R- q motion in a
plane – which in turn translates along the Z axis.)
Spherical main body (RRP - Figure 3.2.3) There is a base rotation and a portion of the arm
moves in and out (a telescopic motion). The work volume is a portion of a hollow sphere.
(Essentially R- q - f motions)
Anupam Thakur (MAIT) Robotics Notes
Articulated Arm
SCARA Robot.
SCARA robot – This also has a cylindrical work space. RRP main body. Such robots were used
to assemble the SONY walkman. The “P” is for raising and lowering the end effector. Otherwise
all the motion is in a horizontal plane.
Wrists
WRISTS : Wrist roll, yaw, and pitch. There are 3 motions and 3 actuators are required for
motion.
Care should be exercised when interpreting the working envelope of a Robot, for a number of
reasons.
a. The working envelope refers to the working volume which can be reached by some point
at the end of the Robot arm, this point is usually the centre of the end effector mounting
plate. It excludes any tools or workpiece which the end effector may hold.
b. There are often areas within the working envelope which cannot be reached by the end of
the Robot arm. Such areas are termed dead zones.
c. The maximum quoted payload capacity can only be achieved at certain arm spans this
may not necessarily be at maximum reach.
1. Cartesian Configuration
2. Cylindrical Configuration
3. PolarConfiguration
The working envelope of this configuration sweeps out a
volume between two partial spheres. There are physical
limits imposed by the design on the amount of angular
movement in both the vertical and horizontal planes. These
restrictions create conical dead zones both above and below
the Robot structure.
4. RevoluteConfiguration
This configuration has a large
working envelope relative to the
floor space it occupies. The shape
of the working envelope depends
on the individual design. The two
most common designs are shown
below. The design in b) allows
almost a true sphere to be reached, whilst the design in a) has a complex cusp shaped
envelope.
5. SCARAConfiguration
The SCARA configuration has a working envelope that
can be loosely described as a heart or kidney shaped
prism, having a circular hole passing through the
middle. This allow a large area coverage in the
horizontal plane but relatively little in the vertical
plane.
Anupam Thakur (MAIT) Robotics Notes
6. Spine Configuration
7. Pendulum Configuration
Ref. http://thnet.co.uk/thnet/robots/25.htm
The task of a robot control system is to execute the planned sequence of motions and forces in
the presence of unforeseen errors.
Controlled Variables
In both Cartesian and joint spaces, we require precise control of: Position, Velocity, Force and
Torque.
The desired change in a parameter is calculated (joint angles), The actuator energy needed to
achieve that change is determined, and the amount of energy is applied to the actuator. If the
model is correct and there are no disturbances, the desired change is achieved.
Anupam Thakur (MAIT) Robotics Notes
Determine rotor position and/or speed from one or more sensors. Position of robot arm is
monitored by a position sensor, power to the actuator is altered so that the movement of the arm
conforms to the desired path in terms of direction and/or velocity. Errors in positioning are
corrected.
It is a control, where a model is used to predict how much action to take, or the amount of energy
to use. It is used to predict actuator settings for processes where feedback signals are delayed and
in processes where the dynamic effects of disturbances must be reduced.
Adaptive Control
This control uses feedback to update the model of the process based upon the results of previous
actions. The measurements of the results of previous actions are used to adapt the process model
to correct for changes in the process and errors in the model. This type of adaption corrects for
errors in the model due to long-term variations in the environment but it cannot correct for
dynamic changes caused by local disturbances.
Grippers in manipulators
Grippers are used to grip, pick, place, and release the object. There may be single gripper and / or
multiple grippers. Many a time grippers are actuated by pneumatic systems.
EE types
: spot welding gun for different position weld on automotive assembly line. Following
figure shows typical End Effectors used on assembly, machining line.
Anupam Thakur (MAIT) Robotics Notes
Gripper
This pneumatic gripper (balloon shaped) is being used to pickup hollow cylindrical objects by
gripping them on the inside surface. In this gripper the gripper faces move parallel to each other
using a parallel bar mechanism.
Ultrasonic waves detect whether the object is present and then the fingers close to pick the
object.
Transmission
Ball screw drive (motor at base) Ball Screws reduce friction and preloading them reduces
backlash
Motor rotation is converted into linear motion of a nut engaging a screw and this in turn is
converted into oscillation of output.
Anupam Thakur (MAIT) Robotics Notes
Linkages for transmission. The actuator (mounted at the base, drives the output through linkage
Mechanisms).
Tasks Planning for robots
1. Point to point tasks (PTP): This requires the robot to carry an object from one position to
another. The end locations (position and orientation) are known. A simple manipulator
for such tasks is the pneumatic manipulator.
2. Continuous Path Motion - Painting application are an example where the end effector has
to move over a desired curve in space. Painting, being hazardous for manual operation
servo controlled electric robots (with fire proof motors) is employed.
3. Palletizing (soft drink bottles to be placed in a crate). This is a special type of Point to
Point task – this occurs when bottles are placed in a crate.
4. Assembly tasks are typically those which involve insertion of a peg into a hole.
Figure Assembly of parts Stiffness and work space are among the parameters for selecting a
robot manipulator. The question as to whether one can position and orient a rigid body in any
way in the work space is of importance. In some portion of the workspace called the dexterous
Anupam Thakur (MAIT) Robotics Notes
work space wherein a high degree of orientation is possible, elsewhere the range of orientation is
far less.
Part Presentation
Most industrial manipulators do not posses adequate number of sensors to determine whether the
part it has to handle is in the right position and orientation. So part presentation systems are used
to present parts in correct orientation.
In Fig parts are inspected by a camera and if they are wrongly oriented, rejected for example by
blowing a jet of air at them as in Fig.
Introduction
Manipulators are built as serial chains or parallel chains or occasionally a combination of both.
Link and joints (revolute and prismatic), that are mostly used in manipulators, are shown in
Figure.
3R planar manipulator and 2RPR planer manipulator are shown in Figure
In spatial manipulators (open chains) adjacent axes are parallel or perpendicular to each other.
Inverse kinematics: Given link parameters and position and orientation of the end effector, one
has to find joint variables.
Example of 2R & 3R manipulator are given in next sessions, for the forward & inverse
kinematics problem.
Resolution (least-count), accuracy and repeatability are often sought by the user. The resolution
may be called as the least distance the robot end effector could move through. This depends on
the resolution of the actuator system, sensors used to control joint motions, and varies with
position of EE in the workspace. Accuracy is the difference between the position attained and the
desired target position. When a robot is programmed to reach a point repeatedly it may be
reaching a cluster of points close to each other. Such a robot has good repeatability. If this cluster
is close to the targeted point the robot has not only good repeatability but also good accuracy. A
robot could provide good repeatability but poor accuracy if this cluster is far from the targeted
point.
In the above figure the robot EE is required to reach the centre of the circle – the target point.
The circle on extreme left shows the situation when the robot has poor accuracy and poor
repeatability. The circle in the middle shows the EE has been repeatedly reaching positions
which are close together though away from the target point. The third picture shows the robot
has repeatedly reached points close to the target and this is a case of good repeatability and
accuracy.
Degrees Of Freedom
It is required to find DOF for a manipulator which in turn decides the number of actuators
required. The task is relatively straightforward for open chains –serial manipulators. In most of
these, the chain is composed of links connected through revolute or prismatic pairs. The degrees
of freedom simply turn out to be the number of moving links in the open chain - and the number
of actuators will equal the degrees of freedom. The word “axis” is often used instead of degrees
of freedom. Thus a manipulator with six moving links and as many revolute pairs is called a 6-
Anupam Thakur (MAIT) Robotics Notes
axis manipulator. Note that the actuator used to power the gripper (open and close fingers etc) is
not counted as an “axis” – since the function of the actuator on the gripper is solely to open and
close the fingers. Also, the actuator for the gripper does not contribute to the positioning and
orienting capability of the end-effector.
Closed chains.
To find the DOF of mechanism in robot, Gubler's formula for closed chains or given set of n
links is applied.
1. For the 5R mechanism shown above Figure 5.1.1, let Jr= no of revolute joints; Jp = no of
prismatic joints.
Then Gublers formula states that DOF=3(n-1)-2Jr-2Jp
For above mechanism of 5R; DOF=3(5-1)-2x5=2.
Parallel Chains
Stewart platform: Here 2 rings top & bottom are connected together through prismatic links and
having ball & socket joint at bottom and hooks joint at top. Stewart platform finds application in
aircraft simulator where pilots are trained
Anupam Thakur (MAIT) Robotics Notes
Drives in Manipulators
The term servo derived from phrase “to serve”, has meaning that “the system that can be
controlled.” The electrical actuators that can be controlled are DC servomotors, AC servo motors
and stepper motors.
Following is an explanation of such motors.
DC servo
AC servo
Stepper motor
DC servo conventional motors
A PMDC servo stator has permanent magnets and the rotor is wound. Brushes are used for
commutation. Brushes wear and also cause noise. Brushless motors overcome these limitations.
The electronic circuit and rotor motion is sensed thru Hall's effect sensors.
In robotic applications, the servo motor is required to produce rapid accelerations. In such system
one needs to have motors with low inertia. Low inertia is achieved by reduced armature diameter
with increase in armature length such that desired output power is achieved. Thus except minor
differences in constructional features, DC servo motor is an ordinary DC motor.
Motor Characteristics
Application:
1. Continuous duty operation needs check for heat generation
2. Intermittent operation / motion /duty needs calculation of RMS torque as follows
Selection of Motor
The final selection of motor depends on the peak speed and peak torque requirements , where
TPeak Max of (magnitudes) .We use this data and the RMS value of torque to select the motor
from the performance curves provided by the manufacturer. In addition to the above one has to
check the heat generated by the motor as well as the natural frequency of the drive.
Having selected the motor – now we have to determine the basic parameters (current and
voltage) required to select the dive electronics. We use the following formulae to determine the
same:
Current I= T/Kt
Voltage V = RI + KeWm
Wm = motor speed
Kt = torque constant
R = motor resistance
I = Current
V = Voltage
Grippers in manipulators
For assembly easiness RCC type elements are used between the gripper and wrist. (RCC stands
for remote centre compliance.) The RCC consists of flexible elements which take care of small
variation in position of End effector while executing an assembly as shown in figure
Anupam Thakur (MAIT) Robotics Notes
STEPPER MOTORS
Unlike conventional motors, stepper motors move through steps (of 0.9, 1.8 degrees) in response
to electic pulses applied to them. By sending them a train of n pulses one could make them move
through multiples of the above angle. This permits one to dispense with encoders. Steppers do
miss steps if the load is in excess. Stepper motors can be generally classified as -
Variable reluctance motors ( soft steel rotor)
Permanent Magnet (PM) stepper motor
Hybrid Stepper Motor
The rotor consists of a magnet and the stator poles will depend on voltages / pulses applied to it.
The poles of stator and rotor will either be attracted or repelled depending upon the configuration
of the poles in stator as shown. It is obvious that an electronic circuit is to be used to set the
stator poles to the desired polarity. As these “poles” rotate the rotor moves in steps. The steps
available are 0.9, 1.8,7.5, 15, 30 degrees.
The torque Vs Speed graph is shown below Pull in torque (inner curve) is the torque required to
start and accelerate without losing steps. Pull out torque (outer curve) is the maximum torque
that can be applied at a given step-rate without losing steps.
Anupam Thakur (MAIT) Robotics Notes
Holding torque is defined as to hold the load in particular position as shown below
variable displacement of the piston. Pneumatic systems use air instead of oil. Since air is
compressible the action of these is significantly different from that of hydraulic cylinders.
Hydraulic and pneumatic cylinders are of single acting and double acting type with smooth
cushioning at end of stroke. ( Rod less pneumatic cylinders also exist). These systems use
directional control valves (DCVs) with different modes of operation such as manual or solenoid
operated. Flow control valves are used to control the speed of actuators. Servo valves are used in
the systems for better control of speed. Pneumatic ally operated manipulators execute sequential
motions; one cylinder completes its motion before the next one moves. Valves like pressure
sequence valves, solenoid operated valve, pilot operated valve are used for this purpose.
Machine Vision
Machine vision (MV) is the technology and methods used to provide imaging-based automatic
inspection and analysis for such applications as automatic inspection, process control, and robot
Anupam Thakur (MAIT) Robotics Notes
guidance in industry.The scope of MV is broad. MV is related to, though distinct from, computer
vision.
While conventional (2D visible light) imaging is most commonly used in MV, alternatives
include imaging various infrared bands,line scan imaging, 3D imaging of surfaces and X-ray
imaging.Key divisions within MV 2D visible light imaging are monochromatic vs. color,
resolution, and whether or not the imaging process is simultaneous over the entire image,
making it suitable for moving processes.
The most commonly used method for 3D imaging is scanning based triangulation which utilizes
motion of the product or image during the imaging process. Other 3D methods used for machine
vision are time of flight, grid based and stereoscopic.
The imaging device (e.g. camera) can either be separate from the main image processing unit or
combined with it in which case the combination is generally called a smart camera or smart
sensor. When separated, the connection may be made to specialized intermediate hardware, a
frame grabber using either a standardized (Camera Link, CoaXPress) or custom interface.MV
implementations also have used digital cameras capable of direct connections (without a
framegrabber) to a computer via FireWire, USB or Gigabit Ethernet interfaces.
Though the vast majority of machine vision applications are solved using two-dimensional
imaging, machine vision applications utilizing 3D imaging are a growing niche within the
industry. One method is grid array based systems using pseudorandom structured light system as
employed by the Microsoft Kinect system circa 2012. Another method of generating a 3D image
is to use laser triangulation, where a laser is projected onto the surfaces of an object and the
deviation of the line is used to calculate the shape. In machine vision this is accomplished with a
scanning motion, either by moving the workpiece, or by moving the camera & laser imaging
system. Stereoscopic vision is used in special cases involving unique features present in both
views of a pair of cameras.
Imaging
After an image is acquired, it is processed. Machine vision image processing methods include