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To cite this article: Stefano Toxiri, Matthias B. Näf, Maria Lazzaroni, Jorge Fernández, Matteo
Sposito, Tommaso Poliero, Luigi Monica, Sara Anastasi, Darwin G. Caldwell & Jesús Ortiz
(2019): Back-Support Exoskeletons for Occupational Use: An Overview of Technological
Advances and Trends, IISE Transactions on Occupational Ergonomics and Human Factors, DOI:
10.1080/24725838.2019.1626303
REVIEW
S. Toxiri et al. 2
exoskeleton that produces forces/torques; (ii) force trans- Passive
fer to the user, which is a function of exoskeleton struc-
tures and attachments; and (iii) control strategies, i.e., Existing passive back-support exoskeletons employ
how exoskeletons can make use of sensory information to elastic elements of different types. Coil springs are inte-
adjust the provided forces/torques during operation in grated on the Wearable Moment Storing Device
order to offer the most appropriate assistance profiles. (WMRD) (Wehner, Rempel, & Kazerooni, 2009) and
on the hip actuator of the recent SPEXOR
device (Figure 1) (N€af, Koopman et al., 2018), while
STATE OF THE ART the bending non demand return (BNDR) (Ulrey &
Fathallah, 2013) employs compact rotational springs.
Many different terms have been used to describe Similar use of integrated gas springs is found on the
exoskeletons that have been designed to unload the lum- Laevo (Laevo, 2017) and BackX (SuitX, 2017). Elastic
bar spine, such as “back support,” “lift assist,” “lumbar bands are used on a number of devices, including the
support,” “hip orthosis,” “spinal exoskeleton.” For the Personal Lift Augmentation Device (PLAD) (Abdoli-E,
sake of simplicity, we refer to them as “back-support exo- Agnew, & Stevenson, 2006), Smart Suit Lite (SSL)
skeletons.” We particularly refer to those exoskeletons (Imamura, Tanaka, Suzuki, Takizawa, & Yamanaka,
that are built around the following concept: forces/tor- 2011), Wearable Assistive Device (WAD) (Heydari,
ques are applied in the sagittal plane, between the user’s Hoviattalab, Azghani, Ramezanzadehkoldeh, &
torso and thighs, to assist with extension of the back and/ Parnianpour, 2013), and biomechanically assistive
or hip joints. These devices aim to assist the user by pro- (B.A.) garment (Lamers, Yang, & Zelik, 2017). On the
viding a portion of the torque required to achieve a phys- other hand, the SPEXOR device (N€af, Koopman et al.,
ical task (e.g., lifting, or maintaining a stooped posture). 2018) employs flexible beams to transfer the assistive
In doing so, the devices are designed to reduce the activ- torque between the pelvis and the torso. Flexible carbon
ity required of the para-spinal muscles. The required tor- fiber beams are also found on the VT/Lowe’s exoskel-
ques may be estimated based on inverse dynamic models, eton to generate torques both between the pelvis and
as in the work by Koopman, Kingma, Faber, Bornmann, the torso and between the torso and the hip (Alemi,
and van Die€en (2018). Geissinger, Simon, Chang, & Asbeck, 2019; Manna &
The information presented in this article was col- Asbeck, 2017). Assistance levels and profiles for these
lected by combining the authors’ personal databases exoskeletons are decided at the design stage, and cannot
with scientific papers found via a literature search using typically be adjusted during use, with the exception of
Scopus. Search terms in the latter used the names noted set screws (e.g., variable pretension on the springs) and
above as keywords (i.e., “back,” “lift,” “lumbar,” “hip,” mechanical on/off switches capable of disengaging the
“spinal,” “assist,” “support,” “orthosis,” “exoskeleton”). elastic elements.
Only devices providing back support were considered. A
list of the back-support exoskeletons available at the Active
time of writing (August 2018) is provided in Table 1.
The latest version of each device was considered (e.g., Active exoskeletons employ actuators whose action is
Atoun Model Y, but not Models A or As). controlled during operation by a computer program
based on sensor information. For this reason, they are
considered to be potentially more versatile (relying on
Actuation underlying control strategies, as expanded in Section
An exoskeleton generates assistive forces/torques “Control Strategies”). Most active exoskeletons use elec-
employing either passive components, such as springs, tric motors, but examples of pneumatic actuation exist
or powered actuators, such as electric motors. Due to (e.g., Muscle Suit (Aida, Nozaki, & Kobayashi, 2009),
the physical nature of the components used, a passive AB-Wear (Inose et al., 2017)). Electric motors are used
exoskeleton can store and/or dissipate energy provided in combination with reduction gears to achieve the
by the user, while an active one has the capability to necessary forces/torques. Harmonic Drive (Harmonic
introduce additional energy from external sources (e.g., Drive AG, Germany) reduction gears enable very com-
batteries) on demand. pact designs and are therefore used commonly despite
Actuation
class Actuation technology Structure Mass (kg) Control strategy Device name Reference
Passive
Manna & Asbeck, 2017)
Coil springs þ flexible beams Soft/Rigid 6.6 – SPEXOR (Na€f, Koopman et al., 2018b)
Coil springs Rigid n/a – WMRD (Wehner et al., 2009)
Torsion springs Rigid n/a – BNDR (Ulrey & Fathallah, 2013)
Gas springs Rigid 2.3 – Laevoa (Laevo, 2017)
Gas springs Rigid 3.3–4.5 – BackXa (SuitX, 2017)
Electric Soft n/a Motion WSAD (Luo & Yu, 2013)
Pneumatic Rigid 2.9b External operator AB-Wear (Inose et al., 2017)
Pneumatic Rigid 9.2b Mouthpiece, chin pad Muscle Suit (Aida et al., 2009)
Electric Rigid n/a Motion þ EMG (spinal muscles) HAL Lumbar Supporta (Hara & Sankai, 2010; 2012)
Electric Rigid 8.0 Motion Waist Power Assist (Yu et al., 2015)
(Toxiri, Calanca et al., 2018;
Active
Electric Rigid 11.0b Motion þ EMG (forearm) Robo-Mate EU active trunk
Toxiri, Koopman et al., 2018)
Electric Rigid n/a Motion German Bionic CRAY Xa (German Bionic, 2018)
Electric Rigid 4.5 Motion (3 modes) Atoun Model Ya (ATOUN, 2018)
Electric Rigid 6.5 Motion (states) APO (HuMan EU) (Chen et al., 2018)
Electric Rigid 11.2b Motion Lower-Back Exoskeleton (Zhang & Huang, 2018)
Electric Rigid 4.5 Motion Hyundai H-WEX (Ko et al., 2018)
The table lists 10 passive and 11 active exoskeletons. Only eight in this list are soft or have soft elements. Among the active devices, only two employ direct control
strategies (via EMG).
a
Commercially available.
b
Not including battery or other power supply.
4
FIGURE 1 Picture and illustration of the spring-based, passive actuator on the SPEXOR prototype described by Na€f, Koopman et al.
(2018). The coil spring is compressed during hip flexion.
Soft (exosuits)
S. Toxiri et al. 6
exoskeletons. Another example of a combined device is mechanisms can be used for various joints. Of particular
the AB-Wear (Inose et al., 2017), which is a soft device importance for back-support exoskeletons are the hips
augmented with a “compressive force reduction mecha- and lower-back, because the aim of the exoskeleton is to
nism,” The latter consists of a flat spring and reduce loading at these joints. The Robo-Mate proto-
“McKibben-type” artificial pneumatic muscles in paral- type is an example where misalignment compensation is
lel. In contrast to the use of carbon fiber rods in the adopted for the hip joint. In this prototype, the struc-
Lowe’s/Virginia Tech exoskeleton and SPEXOR, a tor- tures include sets of pin and spherical joints that allow
que is generated in the AB-Wear by artificial pneu- unhindered translations and rotations, dissipating para-
matic muscles. sitic forces outside the sagittal plane in which assistance
is provided. The SPEXOR prototype is an example
Joint Alignment where this approach additionally makes use of sliders to
cope with the elongation of the spine during lumbar
Coupling articulated rigid exoskeletons with complex
flexion (N€af, Koopman et al., 2018).
human joints introduces challenges associated with their
As a consequence of the assistive forces exerted on
kinematic compatibility. Misalignment between the
the torso and legs, a reaction force is typically generated
human joints and the artificial joints gives rise to
on the user at the pelvis, lower-back, and/or abdomen
undesirable “parasitic” forces that may substantially
(depending on the specific implementation), and many
compromise user comfort. Appropriate articulated struc-
exoskeletons anchor via straps that support the mass of
tures capable of minimizing these adverse effects, while
the device (see Figure 3b). Some of the reviewed exo-
still transferring assistive forces, are therefore desirable.
skeletons (i.e., Laevo (Laevo, 2017), Lowe’s/Virginia
Two main approaches have been proposed to this end
Tech (Alemi et al., 2019; Manna & Asbeck, 2017),
(N€af, Junius et al., 2018). The first approach aims to
B.E. Garment (Lamers et al., 2017), Atoun Model Y
align the joints of the exoskeleton with the correspond- (ATOUN, 2018)) adopt an additional strap that wraps
ing anatomical joints. This alignment can be done either around the buttocks, absorbing a portion of the above-
manually (Hara & Sankai, 2010; SuitX, 2017; Ulrey & mentioned reaction force.
Fathallah, 2013) or by the use of sophisticated mecha-
nisms (e.g., four-bar linkages in the work by Tucker,
Moser, Lambercy, Sulzer, and Gassert (2013)). Control Strategies
However, a challenge with this approach is that, Control strategies modulate the assistive action
although initially aligned, migration of the exoskeleton provided by an active exoskeleton. This is achieved by
over time can lead to undesired interaction forces. mapping user intent (as measured by physical sensors)
Despite this shortcoming, commercial devices mostly into desired patterns of assistance. In other words, the
adopt manual adjustments (Hara & Sankai, 2010; problem addressed by a control strategy is to generate
Laevo, 2017; SuitX, 2017). appropriate reference signals to control the speed,
A second approach has been explored in some shoul- torque, or impedance of the actuated joints over time
der and lower-back exoskeletons – especially due to the (Tucker et al., 2015). By contrast, fully passive exoskele-
complexity of the kinematics of the corresponding joints tons have no means of autonomously adapting to user
(e.g., N€af, Koopman et al., 2018; Schiele & Van Der intent during operation, although some of them are
Helm, 2006; Toxiri, Koopman et al., 2018). In this endowed with manual switches or regulators to mechan-
approach, the goal is to minimize relative movement ically adjust their characteristics. Semi-active (clutched
between the exoskeleton interface and the user. In this or adjustable passive) devices would, in principle, be
case, a certain amount of misalignment between the able to adapt to different activities, but no example of a
exoskeleton and user joints is accepted. However, in back-support exoskeleton using this approach was
order to mitigate unwanted forces resulting from this found. The ability to implement more meaningful
misalignment, additional kinematic structures (joints, patterns of assistance compared to passive and semi-
sliders, and elastic elements) are added to these devices, active devices, along with the possibility to offer
such that only very small or no relative movement multiple assistive strategies in one device, is what makes
occurs at those places where the exoskeleton interacts active exoskeletons particularly versatile and potentially
with the user. These misalignment compensation more effective.
S. Toxiri et al. 8
heavy exoskeleton would not only generate substantial light to moderate assistance, such as holding stooped
pressure on the attachments, but would also make postures or handling light loads. In contrast, active
movements more cumbersome due to need to move the exoskeletons offer greater versatility and are potentially
added mass. However, the mass of an exoskeleton suited to provide stronger assistance. Active devices
should not be considered separately, but rather together may therefore be more appropriate for demanding
with a measure of the assistance it provides. In and dynamic tasks, such as handling heavier loads.
other words, a heavier exoskeleton will not be well The adoption of active exoskeletons, still very limited
accepted if the mechanical assistance it provides is not compared to passive ones, will be promoted by advan-
correspondingly large. The mass distribution of a device ces in the corresponding technologies. Among these,
will also likely impact user comfort. In this respect, dis- several advanced actuators are being developed, with
tributing the exoskeleton mass closer to the user’s own torque density and form factor among the key fea-
center of mass may feel more natural and comfortable. tures of interest to keep mass and footprint low.
The assistance provided by an exoskeleton should be Increasing actuator power, though, generally makes
such that it contributes to desired movements without their control more challenging, and perhaps compro-
slowing them down, which could negatively impact the mising user experience and energy efficiency. More
productivity of individual workers or entire production powerful actuators also tend to be heavier, compro-
lines, compromising adoption. In this respect, it is also mising the effectiveness and overall comfort of the
worth noting that an exoskeleton designed to assist device. Additionally, user safety may become a con-
during lifting may hinder different activities, such as cern with increasing actuator power. Although outside
walking, making it more challenging or demanding. the scope of this article, it is worthwhile mentioning
These outcomes depend on the specific design choices, the ongoing efforts toward standards and regulations
expanded in the following sections. to support the use of exoskeletons in the workplace
Another aspect that is strongly affected by the differ- (Lowe et al., 2019; Nabeshima et al., 2018).
ent design tradeoffs is cost-effectiveness. Cost-effective- Another clear trend associated with actuators is the
ness, in turn, impacts adoption, by influencing the power supply, which most often is provided by on-board
decisions of those responsible for a cost–benefit analysis batteries. While mobility is certainly a beneficial feature
of each potential application. These considerations, very associated with the use of on-board batteries, it is unclear
specific to each application, are outside of the scope of to what extent power autonomy is required. Depending
the present paper and are therefore not further discussed. on the scenario, it may be more appropriate to swap and
recharge light-weight batteries every few hours compared
Actuation to using heavier, longer-lasting batteries.
S. Toxiri et al. 10
or muscle activity (Hara & Sankai, 2010; Toxiri, associated with occupational injuries, reduction in time
Koopman et al., 2018)) require the use of additional to complete certain tasks, facilitation of task completion
devices that may be obtrusive for the worker. by a wider variety of workers). In this respect, it is rea-
Another aspect of importance in application scenarios sonable to expect an increasingly important role of
is the ability to adjust device parameters to different insurance companies, compensation, and healthcare
users (e.g., the amount of maximal assistance provided bodies in exploring and promoting the adoption of exo-
with a given strategy, or its responsiveness to move- skeletons as occupational equipment.
ments). This importance may be connected to both the
great variability in people’s body sizes as well as subject-
ive user preferences. Adjustments of parameters does not CONFLICT OF INTEREST
need to be automatic, and might be offered via ad-hoc The authors declare no conflict of interest.
interfaces (e.g., in the form of a set of buttons or smart-
phone app).
FUNDING
S. Toxiri et al. 12
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