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Electric-Assist Bikes
Jin-Shyan Lee and Jun-Wei Jiang Yuan-Heng Sun
Department of Electrical Engineering Information & Communications Research Labs
National Taipei University of Technology (Taipei Tech.) Industrial Technology Research Institute (ITRI)
Taipei, Taiwan Hsinchu, Taiwan
jslee@mail.ntut.edu.tw gilbertsun@itri.org.tw
Abstract— Control design plays a key role in electric-assist a slope estimation scheme to detect road gradient, and then
bikes. This paper has established dynamic models of electrically adjusted the auxiliary motor power using the relationship among
assisted biking systems, and then, designed proportion-assisted road conditions, motor current, and output torque.
power controllers (PAPC) in accordance with Taiwan government
rules. In the PAPC controllers, current bike speed and pedal Moreover, [10]-[11] investigated applications of learning
torque are used as inputs to determine the assisted torque algorithms to electric-assist bike. In [10], an automatic shifting
generated from a motor. On the other hand, a fuzzy logic system was designed based on the learning of users’ riding
controller (FLC) has been also designed, using the current bike habits. The system could meet requirements of different users
speed and pedal frequency as inputs to determine the assisted on different shift timing and strategy. In [11], a fuzzy-based
torque. In order to compare these two controllers, simulations of learning method was proposed to adjust riding parameters
riding bikes on a flat ground and different slopes have been according to different riding behaviors of different riders. In this
performed. Simulation results show that the FLC outperforms paper, both a PAPC controller and a fuzzy logic controller (FLC)
PAPC in a more stable bike speed. are designed for electric-assist bikes. In the controller design,
current bike speed, pedal torque, and pedal frequency are used
Keywords— Electric-assist bikes, fuzzy logic controllers (FLC), as inputs to determine the assisted torque. Simulation results
proportion-assisted power controllers (PAPC). show that the FLC has better performance in a lower but more
stable bike speed.
I. INTRODUCTION
The rest of this paper is organized as follows. Section II
In recent years, the increased sensibility for environmental briefly introduces modeling of bike systems. Next, the
problems and the growth of carbon dioxide has brought developed PAPC and FLC controllers are illustrated in Section
greenhouse effects. People have been focused on energy issues III. Then, Section IV shows the simulation results. Finally,
and promoted the use of less-polluting vehicles, such as electric Section V concludes this paper.
vehicles, electric scooter, and electric bikes. In general, there are
two kinds of electric bikes. One is pure electric bikes in which
pedaling force and motor power could be driven independently. II. MODELING OF BIKE SYSTEMS
Even in the absence of rider pedaling force, the motor could A. Biking Resistance
provide the power. The other is electric-assist bikes, which are
Fig. 1 shows riding a bike uphill at a certain velocity. In
human–electric hybrid bicycles, supporting the rider with
general, there are three resisting forces when riding a bike,
electric power only when the rider is pedaling.
including the air drag ( ܨୟ୧୰ ), gradient drag ( ܨ୰ୟୢ୧ୣ୬୲ ), and
Generally, commercial electric-assist bikes employ a friction (ܨ୰୧ୡ ) forces, as shown as follows [5].
constant proportion-assisted power controllers (PAPC) to
generate the auxiliary torque [1]-[4]. The assisted torque ܨୟ୧୰ ൌ ͳȀʹሺܥௗ ܣ ߩሻ ݒଶ (1)
generated by the motor is proportional to the pedaling torque ܨ୰ୟୢ୧ୣ୬୲ ൌ ߠ ݃ܯ (2)
generated by the rider. The user can switch auxiliary modes
according to personal preferences. However, this approach is ܨ୰୧ୡ ൌ ߤߠ
݃ܯ (3)
lack of exibility and does not fully utilize the assistive
capability. In [5], Lu evaluated three control schemes, including In (1), ܥௗ , ܣ , ߩ , and ݒare the drag coefcient of
auxiliary power ratio control, torque compensation control, and atmosphere, frontal area, atmospheric density, and bike velocity,
desired speed control, to compare their riding performance. Also, respectively. In (2), ܯis the total weight of rider and bike, ߠ is
Chen [6] proposed applications of fuzzy inference systems to the slope angle of hill, and ݃ is the standard gravity. In (3), ߤ is
generate appropriate auxiliary torque. In [7], Chen proposed the rolling coefcient of bike tires.
pedaling torque estimation to implement the compensation The torque of bike resistance ܶୠ is a function of total drag
system of electrically assisted-power without using torque
forces and wheel radius ୵ݎ, which is formulated as (4).
sensors. Huang [8] designed speed and torque controllers for
electric-assist bikes for riding on slopes. Also, Lin [9] proposed ܶୠ ൌ ୵ݎሺܨୟ୧୰ ܨ୰ୟୢ୧ୣ୬୲ ܨ୰୧ୡ ሻ (4)
This paper was supported by the Ministry of Science and Technology (MOST)
of Taiwan under grant MOST-104-2918-I-027-003 and 104-2221-E-027-065,
and in part by the Taipei Tech. EE Alumni Association.
978-1-4673-8644-9/16/$31.00 2016
c IEEE 1736
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Fig. 2. Mathematical model of electric-assist biking system.
C. Pedaling Torques
When a rider is pedaling, the top and low dead points are
assumed to be 180 and 0 degree, respectively. Also, the crank
direction is counterclockwise. Thus, the input signal must be
decreased from 180 degrees to 0 degree, as shown in Fig. 3.
Based on pedaling torque-force relationship (9), where ܶୡ is
Fig. 1. Forces acting on a bike during upward motion.
crank torque, ܮୡ is crank length, ܨis pedaling force, and ߠୡ is
crank angle, respectively, the crank torque is shown in Fig. 4.
TABLE I
SYSTEM PARAMETERS
ܶୡ ൌ ܮୡ ൈ ܨൈ ሺߠୡ ሺͳͺι ൈ ߠୡ ሻሻ (9)
Physical Meaning Variable
Moment inertia of crank
Moment inertia of rear wheel 200
Moment inertia of motor
20
B. Mathematical Models
15
Under the assumption of that the rear wheel does not slide
on the ground, (5)-(7) are for crank torque balance, motor torque 10
balance, and rear wheel torque balance, respectively. Parameters
5
appeared in the equations are denoted in Table I. A completed
torque-velocity relationship (8) is then derived based on (5)-(7). 0
0 1 2 3 4 5 6 7 8 9 10
Fig 2 shows the relationship between the rear wheel angular and time (s)
input signalܷሺሻ, where ܷሺሻ ൌ ܶ୫ ܰୡ ܶୡ െ ܶୠ .
Fig. 4. Crank torque producing by rider continuously pedaling.
2016 IEEE 11th Conference on Industrial Electronics and Applications (ICIEA) 1737
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In order to meet Taiwan government rules, the PAPC assist ͳͲͲ
ratio versus velocity are designed as shown in Fig. 6. While the ܣൌܸൈ (10)
ͳͺǤͷ
velocity is lower than 3 km/h, the assisted power is provided as
half of the rider’s power so as to avoid abruptly moving ahead. ͳͲͲ
ܤൌ ܸ୮ୣୢୟ୪ ൈ (11)
Then, the assist ratio is linearly increased as the velocity is from ʹͲͲ
3 km/h to 8 km/h. The ratio will be linearly decreased when the ͳͲͲ
velocity is over 15 km/h to avoid over speeding. ܥൌ ܶ ൈ (12)
͵
A1 A2 A3 A4
Degree of membership
1
0.8
0.6
0.4
0.2
0
0 20 40 60 80 100
Fig. 5. The PAPC control architecture. Input variable "velocity"
(a)
Degree of membership
B1 B2 B3 B4
1
0.8
0.8
assist ratio
0.6 0.6
0.4 0.4
0.2 0.2
0
0 0 20 40 60 80 100
0 5 10 15 20 25 Input variable "pedal velocity"
velocity (km/h)
Fig. 6. Assist power ratio of the PAPC controller. (b)
Degree of membership
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TABLE II A. Riding on Flat Ground
FUZZY RULES
As shown in Fig. 10 (a), in the steady state, the bike velocity
of FLC has smaller oscillation amplitudes as compared with the
A1 A2 A3 A4 PAPC. Therefore, the FLC would make riders feel more stable
and comfortable. Moreover, as shown in Fig. 10 (b), the
B1 C3 C2 C2 C1 generated output motor torque from the FLC is much smaller
than that from the PAPC. Thus, using the FLC leads to a lower
B2 C4 C3 C2 C1 but more stable bike speed.
B3 C4 C4 C3 C2
B4 C5 C4 C3 C2
20
velocity (km/h)
15
ܴ ሺ݈ ൌ ͳǡ ڮǡ ݉ሻ is
FLC
ݔଵ ݅ܣݏଵ ǡ ǥ ǡ ݔ ݅ܣݏ 10 PAPC
(13)
ܤݏ݅ݕ
5
where,
ݔൌ ሼݔଵ ǡ ݔଶ ǡ ڮǡ ݔ୬ ሽ் ܷ ؿǣinput fuzzy vector. 0
0 1 2 3 4 5 6 7 8 9 10
time (s)
ܣଵ : The membership function of fuzzy variable ݔ .
(a)
ݕ: Output fuzzy variable.
20
ܤ : The membership function of fuzzy variable ݕ. FLC
In this paper, we use minimum inference engine (14) to motor torque (N-m) PAPC
15
obtain the output ݑᇲ ሺݕሻ. As shown in (15), output כ ݕis
obtained using the algorithm of center of gravity.
10
ݑᇲ ሺݕሻ ൌ
(14)
൬ݑᇲ ሺݔሻǡ ݑ ሺݔଵ ሻǡ ڮǡ ݑ ሺݔ୬ ሻǡ ݑ ሺݕሻ൰൨ 5
ୀଵ ௫א భ
0
ݕ ൈ ݑᇲ ሺݕሻ݀ݕ 0 1 2 3 4 5 6 7 8 9 10
כݕൌ (15) time (s)
ݑ ᇲ ሺݕሻ݀ݕ
(b)
IV. SIMULATION RESULTS Fig. 10. (a) Bike velocity, and (b) motor torque on flat ground.
2016 IEEE 11th Conference on Industrial Electronics and Applications (ICIEA) 1739
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fact, the slope of 9 degrees is a very steep slope and riders rarely V. CONCLUSIONS
travel in such a steep slope. For electrically assisted biking systems, this paper has
developed both PAPC and FLC controllers using current bike
speed, pedal torque, and pedal frequency to determine the
25 assisted power generated by a motor. Simulation results show
20
that when riding on both flat ground and slopes, using the FLC
velocity (km/h)
10 REFERENCES
[1] TranzX website. [Online] Available: http://www.tranzxpst.com/
5 FLC [2] Inskey website. [Online] Available: http://www.inskey.com.tw/
PAPC [3] Usually website. [Online] Available: http://140.115.236.72/demo-
0 personal/WI903/web/C1200221/index.htm
0 1 2 3 4 5 6 7 8 9 10
time (s) [4] Bosch website. [Online] Available: http://www.bosch-
ebike.de/en/home/home.html
(b) [5] J. R. Lu, “Design and simulation of controller for electric assisted
bicycle,” M.S. thesis, Dept. Vehicle Eng., National Taipei Univ. of Tech.,
5 Taipei, Taiwan, 2009.
FLC [6] S. S. Chen, “Design and implementation of intelligent motor control for
PAPC the Pedelec,” M.S. thesis, Dept. Elect. Eng., National Central Univ.,
Taoyuan, Taiwan, 2010.
velocity (km/h)
0 [7] Y. C. Chen, “Sensorless force control for E-Bike using torque observer,”
M.S. thesis, Dept. Elect. Eng., National Chiao Tung Univ., Hsinchu,
Taiwan, 2013.
[8] Y. J. Huang, “Design and simulation of controllers for an electric assisted
-5 bicycle on a slope,” M.S. thesis, Dept. Vehicle Eng., National Taipei
Univ. of Tech., Taipei, Taiwan, 2011.
[9] F. C. Lin, “Various slope estimation system,” M.S. thesis, Dept. Elect.
-10 Eng., National Chiao Tung Univ., Hsinchu, Taiwan, 2012.
0 1 2 3 4 5 6 7 8 9 10 [10] F. S. Kang, “Bicycle automatic shift control device with learning ability,”
time (s) M.S. thesis, Dept. Elect. Eng., National Chiao Tung Univ., Hsinchu,
(c) Taiwan, 2011.
[11] J. P. Zhang, “Application of fuzzy logic to a bicycle auto-shift system,”
Fig. 11. Riding on different slopes: (a) 3, (b) 6, and (c) 9 degrees. M.S. thesis, Dept. Elect. Eng., National Chiao Tung Univ., Hsinchu,
Taiwan, 2013.
1740 2016 IEEE 11th Conference on Industrial Electronics and Applications (ICIEA)
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