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2011 6th International Conference on Industrial and Information Systems, ICIIS 2011, Aug.

16-19, 2011, Sri Lanka

A Brief Review on Upper Extremity Robotic


Exoskeleton Systems
R. A. R. C. Gopura, Member, IEEE, Kazuo Kiguchi, Member, IEEE, D. S. V. Bandara

Exoskeleton robots are supposed to play an important role


Abstract-Robotic exoskeleton systems are one of the highly in the field of power-assist, rehabilitation robotics, robot
active areas in recent robotic research. These systems have tele-operation, and haptic interaction in virtual reality. It is
been developed significantly to be used for the human power important to develop exoskeleton systems to assist and/or
augmentation, robotic rehabilitation, human power assist, and
haptic interaction in virtual reality. Unlike the robots used in rehabilitate physically weak people in the present society in
industry, the robotic exoskeleton systems should be designed which considerable percentage of population is aged and
with special consideration since they directly interact with physically weak.
human user. In the mechanical design of these systems, Robotic exoskeleton systems were studied for the
movable ranges, safety, comfort wearing, low inertia, and purposes of industry or medical applications in the 1960s
adaptability should be especially considered. Controllability,
responsiveness, flexible and smooth motion generation, and and 1970s [1]-[4]. Hardiman [1], which was the first whole
safety should especially be considered in the controllers of body robotic exoskeleton system, was actuated by hydraulic
exoskeleton systems. Furthermore, the controller should actuators and was supposed to be driven by a human
generate the motions in accordance with the human motion operator from the inside of exoskeleton system. In addition,
intention. This paper briefly reviews the upper extremity some exoskeleton systems were proposed to extend the
robotic exoskeleton systems. In the short review, it is focused to
identify the brief history, basic concept, challenges, and future strength of the human [5], [6] in early 1990s. In recent
development of the robotic exoskeleton systems. Furthermore, years, many upper extremity exoskeleton systems [7]-[33]
key technologies of upper extremity exoskeleton systems are have been proposed for the rehabilitation, and/or power-
reviewed by taking state-of-the-art robot as examples. assist, haptic interaction, and human power augmentation.
However, some of the issues in the areas of biomechanical
Index Terms—Robotic exoskeleton systems, power-assist, design, safety, efficient transmission, small sized and higher
rehabilitation robotics, man-machine intelligent system
performance actuator, and effective control algorithm are
still to be addressed. Identification and clarification of the
I. INTRODUCTION requirements, existing challenges and the state-of-the-art of
A robotic exoskeleton system (or an exoskeleton robot) is those systems are very important to find the solutions for the
a novel man-machine intelligent system. It fully merges the existing challenges in the system. This paper briefly reviews
human intelligence and machine power. It is an orthotic the upper extremity robotic exoskeleton systems. In the
device with corresponding joints and links to the human short review, it is focused to identify the basic concept,
joints and links. The robotic exoskeleton transmits torques challenges, state-of-the-art, and future development of the
to the human joints from the actuators through its links. robotic exoskeleton. Although robotic exoskeleton systems
Over the decades researchers have been making effort to can be categorized into three types as upper extremity (i.e.,
implant the intelligence to the robots. Advancement of upper-limb), lower extremity and full body, the main focus
robotic exoskeleton technology is a milestone of this effort of this review is upper extremity exoskeleton systems. At
since the robotic exoskeleton is a man-machine intelligence first, the concept of robotic exoskeleton system is identified.
system. Therefore, not only the intelligence of the robot but Then, the challenges to develop a proper upper extremity
power of human user is also get enhanced. The robotic exoskeleton are presented. The key technologies of those
exoskeleton technology has acquired a rapid development in systems are reviewed by selecting state-of-the-art robot as
recent years with the advances in the technology in examples. Future developments in these systems are
mechanical engineering, biomedical engineering, electronic discussed finally. Although robotic systems of upper
engineering & artificial intelligence. extremities can mainly be divided into two types: end-
effector-based robots (i.e., end manipulators) and robotic
R. A. R. C. Gopura is with the Department of Mechanical Engineering exoskeletons, the review is limited to only the robotic
University of Moratuwa, Katubedda, Sri Lanka 10400 (corresponding exoskeleton systems in this paper.
author: +94-11-2640472; fax: +94-11-2650622; e-mail: gopura@ieee.org)
Kazuo Kiguchi is with the Department of Advanced Technology Fusion, II. CONCEPT OF EXOSKELETON SYSTEMS
Saga University, 1 Honjo machi, Saga shi, Saga 840-8502 (e-mail:
kiguchi@ieee.org) The concept of an exoskeleton system can be identified as
D. S. V. Bandara is with the Department of Mechanical Engineering an extension of the exoskeleton in biology, in which the
University of Moratuwa, Katubedda, Sri Lanka 10400 (e-mail: exoskeleton is an outer cover on a creature to shield support,
sanjaya@mech.mrt.ac.lk)

978-1-61284-0035-4/11/$26.00 ©2011 IEEE

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2011 6th International Conference on Industrial and Information Systems, ICIIS 2011, Aug. 16-19, 2011, Sri Lanka

required for the exoskeleton systems to be perfect. Moreover


the back-drivability of the transmission is also essential for
these systems to eliminate possible discomfort to the user.
Rather due to the complexity of the upper extremity,
design of a perfect robotic exoskeleton system is sometimes
difficult. Therefore, special design efforts have to be made
to design some section of the upper extremity robotic
exoskeletons. Special design efforts have to be made when
designing the shoulder joint and the wrist joint of the
exoskeleton system to generate biomechanically similar
motions as the human. Shoulder complex is one of the
Fig. 1. Basic concept of a robotic exoskeleton - Top view.
biomechanically complex area in the human body. Its center
of rotation (CR) is changing with its motions [7]. If the
power enhancement or sensing and data fusion [22]. The
robot generates the shoulder motion and is directly attached
best example of an exoskeleton in biology is a shell of a
to the upper-arm of the user, the shoulder mechanism is very
crab which serves not only as a shield over the body, but
important. Design of a proper shoulder mechanism for an
also as a surface for muscle connection, a waterproof wall
upper extremity robotic exoskeleton to change its CR with
against desiccation, and a sensory interface with the
its motions is a difficult task.
surroundings. In robotics, an exoskeleton is usually a
So far several exoskeleton robots [8], [12], [17] have been
wearable device which consists structural mechanism with
developed for wrist joint motions. The axis offset of wrist
actuators and sensors whose links and joints correspond to
axes have been considered in some of them [8]. However,
those of the human body. Figure 1 shows the concept of a
all of the designs have been considered that wrist flexion
robotic exoskeleton. Human upper extremity and an upper
and extension motions generate through one axis and wrist
extremity wearable robot structure are shown in the figure.
radial and ulnar deviation generate through one axis. To
Links, corresponding joints, and motors are also shown.
generate biomechanically similar wrist motions, wrist joint
When a robotic exoskeleton is worn by the human the
should be designed with four axes with an individual axis
physical contact between the user and the exoskeleton
for each wrist flexion, extension, radial deviation, and ulnar
allows direct transfer of mechanical power and information
deviation. Otherwise there might be a wrist pain for some
signals. In utilizing the robotic exoskeleton for daily motion
user of the exoskeleton robot since the wrist joint is highly
assist, the user provides the control signal for the
sensitive to the changes in position and torque [12].
exoskeleton, while the actuator of the exoskeleton provides
The structures of the exoskeletons should be flexible with
most of the power necessary for performing the task.
high strength. Furthermore, those should have less weight to
Therefore, power of the robot user and the intelligent of the
eliminate user feeling discomfort or fatigue. Therefore, the
robot is get enhanced for the daily motion assist.
materials of the exoskeleton structures should be specially
III. CHALLENGES considered so that the exoskeleton system will become a
Main challenge for the development of robotic second skin to the wearer.
exoskeleton systems is the unavailability of proper IV. REVIEW OF UPPER EXTREMITY ROBOTIC
accessory devices. Available actuation technology and EXOSKELETONS
power transmission technology are not in an appropriate In recent years, several upper extremity robotic
state to develop a perfect robotic exoskeleton system. Here exoskeleton systems have been proposed for various
the “perfect robotic exoskeleton system” is a system which purposes such as an assistive device, a rehabilitation device,
helps the wearer to assist/rehabilitate his motions or tele- a human amplifier and a haptic interface [7]-[33]. The
operate other systems without giving any burden to him. mechanical designs of active upper-limb exoskeleton robots
The robot should not give unbearable weight to the wearer. are reviewed in a previous paper of the authors [21]. This
The exoskeleton robot should generate natural motions of paper reviews the upper extremity robotic exoskeletons
upper-limb with the wearer does not feel any vibration, jerk especially considering most recent developments. Main
or sudden motion change. Small sized high torque actuators specialty of the recent upper extremity robotic exoskeleton
with high power-weight ratio are essential to develop such is the use of serial manipulators in almost all of their designs
kind of exoskeleton systems. Available actuation technology (Gupta et al. [9] and Klein et al. [10] have proposed
should be improved to provide better power-weight ratio to exoskeletons with parallel link mechanism). Electric motors
the exoskeleton system. Furthermore, back-drivability is or pneumatic actuators have been used as the actuator in
essential if the exoskeleton robot use geared electric motors most of the upper extremity exoskeleton systems except
for this purpose. The power transmission technologies with Sarcos Master Arm [11], which used a hydraulic actuator.
high transmission efficiency and minimum friction are

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2011 6th International Conference on Industrial and Information Systems, ICIIS 2011, Aug. 16-19, 2011, Sri Lanka
is shown in Fig. 2. The anthropomorphic nature of the joints
combined with negligible backlash in seven force-reflecting
articulations is set as the special feature of the EXO-7.
However, the design can be improved implementing the
wrist axes off set in wrist joint. In EXO-7, shoulder
Fig. 2. SUEFUL-7 [8], EXO-7 Exoskeleton system [12], 4DOF exoskeleton
robot of Laboratoire Ampere UMR [24], Rehab-robot [25]. internal/external rotation and forearm pronation/supination
generate from an open human- robot attachment rather
More than 65% exoskeleton systems included to this review than that of the other exoskeletons [7], [8] that use attachment
used electric motors as the actuator. About 27% systems were which fully enclose the arm. Therefore, the user can insert his
actuated pneumatically and rest of the systems was actuated arm easily to the robot without placing it from the device
hydraulically or other means. The upper extremity shoulder and sliding it axially down the length of the
exoskeletons can be classified based on the actuator used in device.
their mechanical design as: 1) Type A- electrically actuated, 3. 4DOF Exoskeleton Robot of Laboratoire Ampere
2) Type B- hydraulically actuated, 3) Type C-pneumatic UMR [24]
actuated. Considering the above types state-of-art upper This upper extremity exoskeleton [24] is capable of
extremity robotic exoskeleton systems are reviewed in next generating 4DOF of the shoulder joint and 3DOF of the
sub sections. Certain exoskeleton systems are selected based elbow joint (see Fig. 2). The shoulder height, the shoulder
on their key technological features in either mechanical width and the arm length of the robot can be varied and
design or control methodology. Most recent upper extremity therefore the robot is adaptable to patients with different body
robotic exoskeletons which have key features are compared in sizes. The controller of the robot is based on the information
Table I. feedback signals, from the user and the exoskeleton.
A. Electrically Actuated Upper Extremity Robotic
4. Rehab-robot of National Taiwan University [25]
Exoskeleton Systems
The Rehab-robot developed by Tsai et al [25] in 2010 is
As in the case of ordinal robots, upper extremity robotic
exoskeleton systems are commonly actuated by electric shown in Fig. 2. This upper extremity exoskeleton can be
motors since their advantages such as high speed and used for the rehabilitation of the patients and capable of
precision, and ability to be used for advanced motion generating 6DOF at the shoulder complex, 1DOF at the
control. elbow joint and 2DOF at the wrist joint. Using both EMG
signals of the patient and force sensor signals, the robot is
1. Upper Extremity Robotic Exoskeletons of Saga capable of supporting the human motion without going
University, Japan [7], [8] through any of the ill-postures that is possible reaching the
In an upper extremity exoskeleton system, shoulder end effector position.
mechanism should generate shoulder moving CR. The
mechanism should allow moving of the CR of the shoulder. 5. Index Finger of Exoskeleton [27]
Kiguchi et al. [7] have proposed a moving CR mechanism for Zheng et al [27] developed a 4DOF index finger
the shoulder. The mechanism moderately adjust the distance exoskeleton for thumb and index finger rehabilitation. The
between the upper arm-robot attachment and the CR of the robot is capable of handling some variety of hand sizes, with
shoulder joint of the robot in accordance with the shoulder the prismatic kinematic joints it is using. In addition, it
motion, in order to cancel out the ill effects caused by the generates bi-directional movements for all joints via power
position difference between the CR of the system shoulder transmission through cables.
and the human shoulder. However, since they have limited 6. Other Electrically Actuated Exoskeleton Robots
the shoulder vertical motion to 90 degrees the effectiveness of ARMin II [13], L-EXOS [33], and haptic arm exoskeleton
the shoulder mechanism was not assessed for the motions in robot of Rice University [9] are reviewed detailed in a
above shoulder level. Initially, they have assembled the previous paper of the authors [21]. Therefore, those are
shoulder moving CR mechanism to a 2DOF shoulder omitted in this review. Yamaura et al. [15] have proposed a
exoskeleton robot [7]. The latest prototype of the robot [8], 3DOF hand rehabilitation system for patients suffering from
SUEFUL-7 (see Fig. 2) is 7DOF and in addition to the paralysis or contracture. It consists of a hand rehabilitation
shoulder moving CR mechanism, a wrist joint mechanism has exoskeleton and a data glove. The combination of the wire-
been included in it to generate biomechanically similar wrist driven mechanism and closed four-link mechanism in the
motions. design increase the movable range and made the design
2. 7DOF Exoskeleton Robot: EXO-7 [12] compact than conventional device.
Since the exoskeleton system is worn by the human user, It is important in a robotic exoskeleton system to enable the
anthropometric design is important to have comfortable wear reduction of moving masses and required power to obtain
and so that to generate natural human motions. high performance design. 5DOF robotic exoskeleton in [16]
Considering the fact, Perry and Rosen [12] have designed combined electric motors and pneumatic muscle actuators to
anthropometric 7DOF powered exoskeleton system which obtain high performance in the design. For ergonomics and

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2011 6th International Conference on Industrial and Information Systems, ICIIS 2011, Aug. 16-19, 2011, Sri Lanka

TABLE I
MOST RECENT UPPER EXTREMITY ROBOTIC EXOSKELETONS

Reference Application Active DOF Actuators Power Control Method/ Input Special Feature/s
Transmission
Rehabilitation 4DOF shoulder Relatively
Brushless DC Force controlling with lightweight with
Moubarak et al [24] training for weak joint and 3DOF Gear drives
motors position feedback a high ratio of
and injured people elbow joint
DOF/weight
6DOF at shoulder Avoid going
Rehabilitation robot 1DOF at the through the ill-
Tsai et al [25] DC motors Gear drives Electromyography
for upper limb elbow 2DOF at postured
the wrist joint configurations
To assist in daily Motion was
activities (Assist 1DOF supination Two push-button assumed to be
Ngai [26] Stepper Motor Gear System axial, but forearm
Carpal Tunnel and pronation sensors as user inputs
Syndrome patients ) was resisting the
axial rotation of

Thumb and Index Separate Can accommodate


Rehabilitation variety of hand
Ruoyin et al [27] Finger 4DOF actuation Cables
Procedure sizes to some
Rehabilitation module
extent
Controller
3DOF shoulder
To assist shoulder, guarantees the
joint; 1DOF
Wen et al [28] elbow and wrist Motors Gear System Not given in the paper asymptotic
elbow joint;
motions stability, for this
3DOF wrist joint
class of robotic
manipulators
Lara et al [29] To assist arm 1DOF Shape Memory Shape Force Controlling Compact and
motions Alloys Memory portable
To assist workers Allows true joint
and reduce Ball-screws Controller is under torque control
Garrec [30] 7DOF Motor
musculoskeletal and cables development without force
disorders sensor
Produce the vivid
3DOF for Crank-Slider feeling in addition
For Bilateral shoulder, 1DOF Pneumatic Force and position
Jiafan et al [31] mechanism to the soft control
Teleoperation for elbow and actuators sensors
and Links interface
3DOF for wrist

kinematical compatibility purposes, three passive DOF are shoulder, elbow, forearm, and wrist to rehabilitate the upper
implemented to avoid macro misalignments of the shoulder extremity. Joint motion on robot has achieved by producing
center position and one to avoid micro misalignment of the appropriate antagonistic torques through cables and pulleys
elbow rotation center with reference to the wrist. Therefore, driven by the pneumatic actuators.
the robot can increase the comfort and the reduction of
2. Biomimetic Orthosis for Neurorehabilitation
interference with other body parts. (BONES) [10]
B. Pneumatically Actuated Upper Extremity Robotic A novel 4DOF exoskeleton system proposed in [10] has the
Exoskeleton Systems ability to generate arm internal/external rotation without any
Although pneumatic actuators keep clear working area and circular bearing element such as a ring, a design feature
can be stopped under load without any damage they have inspired by the biomechanics of the human forearm. The
problems such as low accuracy and difficulty of precision device (BONES) is pneumatically actuated and used for
velocity control. Therefore, a small number of robotic rehabilitation of the upper-limb. It is based on a parallel
exoskeleton systems are pneumatically actuated. mechanism that actuates the upper-arm by means of two
1. 7DOF “Soft-Actuated” Exoskeleton Design [17] passive, sliding rods pivoting with respect to a fixed structural
A 7DOF pneumatically actuated robotic exoskeleton (see frame. Four mechanically grounded pneumatic actuators are
Fig. 3) has been developed by Tsagarakis and Caldwell [17]. placed behind the main structural frame to control shoulder
In this design, two pneumatic muscle elements are applied as motion via the sliding rods, and a fifth cylinder is located on
an antagonistic scheme simulating a biceps-triceps system to the structure to control elbow flexion/extension.
provide the bidirectional motion/force. The antagonistic 3. Muscle Suit [18]
action permits compliance control. Therefore, it has Kobayashi and Hiramatsu [18] have presented a novel
advantages in terms of safety and more human ‘soft’ concept to the robotic exoskeleton by developing garment
interaction which provides a soft feeling in human like wearable robot. Although it is referred as a robotic
manipulation. The system is able to generate motions of exoskeleton it does not have a metal frame. It uses McKibben

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2011 6th International Conference on Industrial and Information Systems, ICIIS 2011, Aug. 16-19, 2011, Sri Lanka
V. FUTURE DEVELOPMENT
Existing robotic exoskeletons often cause discomfort to the
user, especially when they wear it for daily activities.
Therefore, the systems should be improved to wear for daily
activities without any discomfort. Also the designer should
Fig. 3. Pneumatically actuated exoskeleton systems, Salford University
consider not only the outer anatomical features of human but
robotic exoskeleton [17], BONES [10], Muscle suit [18]. also the physiological demand of the user. Since most of
these robotic systems are supposed to be used for day-to-day
actuators driven by pneumatic.The device, “muscle suit” activities they should be more portable, fashionable, and
provides muscular support for the paralyzed or those who are svelte in the future. To develop such kind of system, the
unable to move by themselves. reliability, portability and inertia of robot, back-drivability of
its actuators have to be improved. Existing actuators are often
4. Active Support Splint (ASSIST) [32]
heavy with limited torque and power, often noisy and
A light weight 1DOF exoskeleton robot, ASSIST has been
unnatural in shape which influence negatively for the
developed by Sasaki et al. [32]. It has the ability of relieving
cosmetics of robotic exoskeleton. The actuation technology
the restrained feeling when the device is not operated since it
should be improved to develop small sized, more durable and
consists of plastic interface with rotary type soft actuators
higher performance actuators for these robots. Back-
(McKibben pneumatic muscle). It can be used to assist
drivability of the transmission is essential in robotic
wrist flexion/extension of elderly or physically weak people.
exoskeleton to eliminate possible uncomfortable to the user.
Jiafan et al [31] have developed a 6DOF exoskeleton robot,
More efficient back-drivable system should be required for
ZJUESA for bilateral teleoperation. The force feedback is
the systems in the future.
employed by the pneumatic system on ZJUESA to produce
As proposed in [22], the biomechanical investigation
the vivid feeling in addition to the soft control interface.
should be carried out for these systems not only in shape but
C. Hydraulically Actuated Upper-Limb Exoskeleton Robots
also in function, and in degrees of freedom distribution as
Although, hydraulic actuators are able to generate high
well. The misalignment between rotational axes of the
torques precisely and quickly, they have disadvantages such
exoskeleton joint and the user anatomical joint often affects
as oil leakage, necessity of wide space and return oil line.
the generation of natural upper-limb motion. This problem
Therefore, upper extremity exoskeleton systems have rarely
should be considered further especially for the shoulder joint
used hydraulic actuators.
of the robot.
1. NEUROexos [19] The future exoskeleton system should be included many
A bioinspired 3 joints-3 links robotic arm (NEUROexos) features to use it for the daily activities. (e.g., waterproof
is under development [19]. Main idea of this robot is for function, withstand for range of temperature, withstand for
implementing bioinspired control strategies and for obtaining different environment conditions such as sunny, rainy, etc.)
a human-like robotic arm to be used for assessing active Researchers expect that the future exoskeleton robot would be
exoskeletons in fully safe conditions. The robotic system has designed as a ‘second skin’ [23] of the human. Going far
been deeply coupled to the human user and the exoskeleton beyond that, in this review, it is envisaged that future
system is based on the human model in terms of exoskeleton systems will act as a communication and
biomechanics, and control and learning strategies. The entertainment media and a sensory interface with the
NEUROExos platform is a neuro-robot because it has bio- surroundings of the wearer. The exoskeleton system will be
inspired morphological characteristics (e.g., antagonist with the global positioning systems (GPS) so that location of
muscle-like actuators). The elbow module of the the wearer can be identified for the persons whom the wearer
NEUROexos has been developed [20]. It used two remote has given permission. In addition the function of the mobile
antagonist muscle-like hydraulic pistons as actuators phone and the music players such as ‘ipod’ can be included in
powering the joints by means of steel wire ropes and Bowden the exoskeleton robot so that the user does not want to
cables based transmission. separately carry them. Further, the future robotic exoskeleton
systems could even power the music players, mobile phones,
2. Sarcos Master Arm [11]
and other portable electronic devices by tapping the
Sarcos Master Arm is a 7DOF hydraulically actuated
performed mechanical work during user motion. Moreover,
robotic exoskeleton system (Sarcos Master Arm, Sarcos, Inc.,
certain percentage of power requirement of the exoskeleton
Salt Lake City). Its anthropomorphic design mimics a 7DOF
system will be generated using the mechanical work during
of the human upper extremity, such that any joint movement
user motion. Since the brain-machine interface technology is
of user’s limb will be approximately reflected by a similar
developed in successful level, future robotic exoskeleton
joint movement of the exoskeleton. Conversely, torques
systems will be controlled based on the brain signals and/or
applied by the joints will be reflected to the corresponding
combinations of EMG and brain signals so that user motion
joint of user’s limb. The user wields the device by holding on
intention can be effectively reflected.
a handle at the most distal joint and by a strapping of forearm.

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2011 6th International Conference on Industrial and Information Systems, ICIIS 2011, Aug. 16-19, 2011, Sri Lanka
CONCLUSION [14] J. Wang, J. Li, Y. Zhang, S. Wang, “Design of an Exoskeleton for
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