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Abstract— Recently, bicycles biking with children are attract- However, the authors claimed in our previous studies
ing much attention in Japan, but a variety of dangerousness [6], [7] that those considerations were not enough to keep
comes up biking with children. Then, a law for safety of stability due to lack of the consideration with respect to the
bicycles with children has been established 2009. Consequently,
bicycle manufacturers have provided bicycles adapting to new dynamical response. This experimental results say that the
safety standards by improving structure, strength, stiffness, stability of the bicycle in the case that a child sits on the rear
braking and steering performance. However, unfortunately, seat becomes worse than that in the case that a child sits on
consideration from the dynamics aspect comes short in such the front seat or than that in the case that two children sit
bicycles. Our previous research has shown that the bicycle on both front and rear seats. This implies that a child should
stability is best if a child restraint system is installed above
the front wheel. On the other hand, increasing the moment of sit on the front seat instead of the rear seat.
inertia when a child sits on the front seat might cause steering Unfortunately, if a child sits on the front seat, the maneu-
instability. Hence, in our research, to overcome the problem, verability of the handlebars deteriorates due to increasing
an electrically-assisted steering system for those bicycles has the moment of inertia of the handlebars. To overcome the
been proposed. In this paper, a control method based on problem, our research aims to consider the stability of
disturbance observer-based control for the assisted steering
system is presented. The effectiveness of the proposed system the bicycle when riding with small children on a bicycle
with each control method is verified by frequency analysis, and driving, and to develop an assistance-system for riding
numerical simulations and experiments. bicycle with two children. We focus on the assist system for
the handlebars to solve the problem that the stability gets
I. INTRODUCTION better but the maneuverability worse when a child sits on the
Bicycles attract much attentions recently again as a no- front seat. As such system, an electrically-assisted steering
emission and ecological vehicle because automobile causes system has been developed. The system supports steering by
problems such as the greenhouse gases, fossil fuel consump- supplying some additional torque generated by a motor.
tion and so on even though automobile is the most familiar Letting the assist system work well, an adequate control
vehicle. Bicycles also have many advantages such as keeping system is required. Hence this paper especially presents
and increasing health, relief of traffic congestion and energy a control design for the assist system. As fundamental
consumption. study, a simple steering simulator with the same structure
A bicycle is of an unstable system, and a certain amount of the electrically-assisted steering system is introduced.
of rider’s skill is required to perform stable riding. In this The dynamics of the handlebars system is analyzed with
sense, a bicycle is interesting as a research object. Many the simple simulator in terms of the frequency response. A
studies on two-wheeled vehicles such as bicycles and electric controller using a disturbance observer is designed to recover
motorcycles have been reported in [1]–[4]. Saguchi has the original frequency response even if a child sits on the
realized stable running on straight-line and curve motions front seat. The disturbance observer is often used for the
using a model considered the skid of the wheels [3]. Satou power-steering system of cars [8], [9], [10], but a light power-
has realized stabilizing a bicycle to control a handle and steering system for bicycle with disturbance observers is not
center of gravity (COG) by an attached cart-mass system [4]. usual as far as the authors know. The effectiveness of the
Dynamics of bicycles is also studied in many researchers, for proposed system is verified through numerical simulations
example [1]. and experiments.
The law concerned with the safety on riding a bicycle II. E XPERIMENTAL SYSTEM OF ELECTRICALLY- ASSISTED
with two children is changed July 2008, in Japan [5]. Before STEERING FOR BICYCLE
the change, the previous law prohibits people from riding a
bicycle with two children. The law change permits them to As shown in Fig. 1, an electrically-assisted steering system
ride a bicycle with two children if the bicycle satisfies the has been developed in our research, and is installed to a
conditions such as stability, rigidity, braking characteristics commercial bicycle. This experimental steering system is
and vibration. developed to improve the maneuverability and the stability
for the bicycle when people bikes it with a child sitting on the
This work was partially supported by Grant-in-Aid for Scientific Research front seat above the handlebars. An adequate control system
(B), No. 22360098. is required to control the steering system to achieve the desir-
S. Matsuzawa, N. Sato and M. Iwase are with Department
of Robotics and Mechatronics, Tokyo Denki University, able performance. This study aims to analyze the dynamics
{matsuzawa,sato,iwase}@ctrl.fr.dendai.ac.jp of the steering system and to design such control system.
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Hence this research begins with a simple and experimental
steering simulator shown in Fig. 2, which has the same
structure with the real one. In this paper, under the situation,
the dynamics is analyzed with the steering simulator, and a
control law based on a disturbance observer is designed.
A schematic figure in Fig. 3 depicts the structure of the
steering system. This steering system consists of a motor,
a spring, two gears and two encoders. Each encoder can
measure the handlebars and the motor rotational angle, re-
spectively. The torsional spring is attached between the motor
output axis and the gear connected to the handlebars axis.
Hence the spring plays two important roles. The first role
implies if the difference between those angles is measured,
the torque applied to the spring can be estimated without
any other sensors. The second is that the elasticity permits a
driver to control the handlebars manually if the actuator was
broken and locked.
The set of equations of motion of the steering simulator is
derived by the physical modeling procedure. It follows that
Fig. 1. The upper picture shows the experimental system of a bicycle with
JM θ̈M = TM − k(θM − θH ) − CM θ̇M , (1) an electrically-assisted steering system developed. The lower picture depicts
JH θ̈H = TH − k(θM − θH ) − CH θ̇H − Tℓ , (2) the mechanical part of the electrically-assisted steering system.
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handle 350 Ideal
Real
300
encoder
250
gain[dB]
gear 200
400 mm
150
spring
80 mm
32 mm
100
50
motor 0.001 0.01 0.1 1 10
encoder
-90 Ideal
-100 Real
-110
phase[deg]
-120
Fig. 2. The photo shows the simple Fig. 3. The schematic figure shows -130
and experimental steering simulator the structure of the simple steering -140
which has the same structure with simulator. This system consists of a
the real electrically-assisted steering motor, a torsional spring, gears, and -150
system. encoders. -160
-170
-180
0.001 0.01 0.1 1 10
as output is depicted in Bode plots, Figs. 4. The graphs in the frequency[Hz]
upper row show the gain plots, and the ones in the lower row Fig. 4. Bode plots of the transfer function from the torque applied to the
show the phase plots. In both plots, the blue lines indicate the handlebars to the steering angle. The graphs in the upper row show the gain
frequency response of the original handlebars dynamics, that plots, and the ones in the lower row show the phase plots. In both plots, the
blue indicates the frequency response of the original handlebars dynamics,
is, without the additional mass, and the green lines that of and the green that of the dynamics with the additional mass.
the dynamics with the additional mass. The additional mass
is 2.0 kg. Human Torque Handle System
Remark 3: The reason why the additional mass, 1.0kg, TH GH
is attached to consider the effect of child sitting should be
Motor Torque Motor System
discussed here. The simple handlebar system in Figs. 2-3 TM +
θ = GH TH + GM TM
is smaller and more compact rather than the real handlebar GM
+
system in Fig. 1. The weight ratio between the real handlebar
GM TM
system in Fig. 1 and the simple handlebar system in Fig. 2 GM
- +
becomes about 5 times. Hence, attaching the additional mass GH TH
by 2.0 kg to the simple handlebar system implies the almost
same effect that a child by 10kg sits on the front seat of the GH−1 GR−1
real bicycle. LowPass
From these figures, the gain drops and the phase increases Q Estimate
Q Q Filter
when the additional mass is attached. It found that the Torque
+ T̂H -
steering angle in the case that a child sits on the front - +
seat becomes smaller than that without a child even if the
same torque applied to the handlebars. The response is also Fig. 5. The block diagram shows the control system for the electrically-
delayed because of the phase shift. These plots imply the assisted system. Basically the control system has the structure of a distur-
bance observer. The control design specification is given as the dynamics
maneuverability of the handlebars with a child deteriorates. from the human torque TH to the steering angle θH is same with the
ÐdoMsMÌq7wâ^`hÔù|ËïÅç original and ideal dynamics.
ws8Uo )etmsU\qUK }
Steering lag leads to a risk if rider maneuvers handlebar
like not to sit on child. Hence, the control design for control system based on the disturbance observer is proposed
this system aims to recover the original (ideal) frequency as shown in Fig. 5. The figure shows the block diagram of
response as much as possible even if a child sits on the front the control system. The purpose of the control system design
seat. is given as the specification in that the dynamics from the
human torque TH applied to the handlebars to the steering
IV. C ONTROL S YSTEM D ESIGN FOR angle θH becomes same with the original and ideal dynamics
E LECTRICALLY- ASSISTED S TEERING S YSTEM WITH as much as possible.
D ISTURBANCE O BSERVER From Fig. 5, the steering angle θH is given by (3),
As aforementioned, a control system for the electrically-
θH = GH TH + GM TM , (3)
assisted steering system proposed here aims to recover the
original dynamics of the handlebars even if an additional where GH is the transfer function of the real system from
mass instead of a child is applied to the handlebars. Here, a the human torque TH to the steering angle θH , and GM is
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TABLE I 0 Low Pass Filter
T HE PHYSICAL PARAMETERS OF THE SIMPLE STEERING SIMULATOR -20
DEVELOPED IN THIS RESEARCH . -40
gain[dB]
-60
-80
-100
JM Moment of Inertia 3.2 × 10−6 [kgm2 ] -120
of the motor axis -140
JH Moment of Inertia of the handlebars 1.0 × 10−4 [kgm2 ] -160
0.001 0.01 0.1 1 10 100
with the additional mass frequency[Hz]
JR Moment of Inertia of the handlebars 5.8 × 10 −5
[kgm ] 2 0 Low Pass Filter
without the additional mass -50
CM Viscous friction coefficient 5.8 × 10−6 [Ns/rad] -100
phase[deg]
of the motor axis -150
CH Viscous friction coefficient of the 2.9 × 10−5 [Ns/rad] -200
handlebars with the additional mass
-250
CR Viscous friction coefficient of the 2.9 × 10−5 [Ns/rad]
handlebars with the additional mass -300
fM Dry friction coefficient 1.3 × 10 −2
[Nm] -350
0.001 0.01 0.1 1 10 100
of the motor axis frequency[Hz]
fH Dry friction coefficient of the 2.9 × 10−2 [Nm]
Fig. 6. Bode plot of the low-pass filter Q, a 4-th order Butterworth filter
handlebars with the additional mass with cut-off frequency, 15Hz. The upper row shows the gain and the lower
fR Dry friction coefficient of the 2.3 × 10 −2
[Nm]
shows the phase plot, respectively.
handlebars without the additional mass
k Spring constant 10[Nmm/deg]
performed. Table I shows the physical parameter of the
simple steering simulator in Fig. 2. The parameters were
that of the real system from the motor torque TM to θH . The obtained by the identification process experimentally. The
motor torque TM is also presented by additional mass instead of a child is 1 kg, and the attached
to the handlebars.
TM = QTM − QG−1
R θH + T̂H , (4)
A low-pass filer Q in Fig. 5 is given by a 4-th order
where Q is a low-pass filter, and T̂H is the estimation value Butterworth filter in this simulation and experiment. The
of the human torque TH . GR is the transfer function of filter is represented by (9),
the original and ideal dynamics of the handlebars from the
1
human torque TH to θH . The estimated T̂H is given by (5), Q= √ s (9)
(( wsc )2 + 2( wc ) + 1)2
H θH − QGH GM TM .
T̂H = QG−1 −1
(5)
where the cut-off frequency wc is set by 15 Hz. Figs. 6
Substituting T̂H into (4) gives the control input TM as show the bode plot of the filter. The bandwidth is over 10Hz,
follows, however the phase above 1 Hz is increasing. Hence, for the
QG−1H − QGR
−1
closed-loop transfer function from TH to θH , its frequency
TM = . (6)
1 − Q + QG−1H GM response over 10Hz might indicates the same performance
Substituting TM into (3) and rearranging it with respect to with the ideal one.
θH lead to Remark 4: The internal stability of the closed-system
GH − QGH + QGM in Fig. 5 should be discussed here. As shown in previous
θH = TH . (7) works concerned with the disturbance observer, the design
1 − Q + QGM G−1 R of the low-pass filter Q is important to maintain the internal
This equation shows the closed-loop transfer function from stability of the closed-system. In practice, the control system
the human torque TH to the steering angle θH . If the gain based on the disturbance observer might become unstable
of the low-pass filter Q in (7) is equal to 1, the closed-loop with the choice of the low-pass filter Q(s). Hence, in this
transfer function is reduced to paper, we focus on the fact the low-pass filter Q(s) can be
parameterized by one parameter, wc , the cut-off frequency.
θH = GR TH , (8)
Hence we can apply the line search method with respect
and it is found that the dynamics of the handlebars in the case to wc to maintain the internal stability of the closed-loop
that a child sits on the front seat attached at the handlebars is system. Actually in our case, if wc is lower than a certain
same with the original and ideal handlebars dynamics, i.e. in value, the system is stable. The border shows up above 15Hz.
the case that no child sits on the seat. The maneuverability of Therefore, as we chose wc = 15, wc should be less than or
the controlled handlebars might be improved by this system. equal to 15Hz in this case. On the other hand, it is better
To investigate the frequency response of the simple steer- for recovering the original dynamics to choose a high value
ing simulator with the proposed control system based on as wc . Hence we chose wc = 15Hz, and this ensured the
the disturbance observer, some numerical simulations are internal stability of the closed-loop system in this case.
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350 Ideal 2000 Ideal
Real 1800 Real
Observer Observer
300 1600
250 1400
angle[deg]
gain[dB]
1200
200 1000
800
150 600
100 400
200
50 0
0.001 0.01 0.1 1 10 0 2 4 6 8 10 12 14
frequency[Hz] time[sec]
-80 Ideal 1000 Ideal
Real 800 Real
-100 Observer Observer
angular velocity[deg/sec]
-120 600
phase[deg]
400
-140
200
-160
0
-180 -200
-200 -400
-220 -600
-240 -800
0.001 0.01 0.1 1 10 0 2 4 6 8 10 12 14
frequency[Hz] time[sec]
0.1 Motor Torque
Human Torque
Fig. 7. Bode plots of the frequency response from the human toque TH to
0.05
the steering angle θH corresponding to each case; (a) the blue lines shows
torque[Nm]
the original and ideal handlebars dynamics without any child and mass, 0
(b) the green lines shows the handlebars dynamics with mass instead of
a child, and (c) the red lines shows the frequency response of the closed- -0.05
loop transfer function with proposed control law based on the disturbance
observer. -0.1
-0.15
0 2 4 6 8 10 12 14
time[sec]
As the next step, the frequency response of the handlebars
with the proposed control based on the disturbance observer. Fig. 8. Time responses of the steering angle over 14 seconds with the
sampling interval 1.0 msec and the sinusoidal input TH = 0.05 sin(π/2 · t)
Figs. 7 shows the simulation results, the frequency response Nm. The upper row shows the time response of the angle, the middle that
from the human torque TH to the steering angle θH . of the angular velocity and the lower the input profile. In the figures of the
In Figs. 7, bode plots of the frequency response from the angle and angular velocity, the blue line shows the ideal case, the green line
the no assist case, and the red line the proposed control case. In the figure
human toque TH to the steering angle θH corresponding to of the input, the green line shows the human torque TH . TH is the same
those cases are depicted; (a) the blue lines shows the original among the three cases. The blue line shows the motor torque generated by
and ideal handlebars dynamics without any child and mass, the proposed controller.
(b) the green lines shows the handlebars dynamics with mass
instead of a child, and (c) the red lines shows the frequency
velocity, the blue line shows the ideal case, i.e., the original
response of the closed-loop transfer function with proposed
handlebars dynamics. The green line indicates the no-assist
control law based on the disturbance observer.
case, and it is found that the performance with no-assist gets
From the figures, it is found that the gain up to about worse. The red line presents the proposed control case. From
10 Hz is recovered by the proposed controller. On the other the figure, it is figured out that the proposed system works
hand, the phase only up to about 0.8 Hz is recovered, and the well and improve the performance to recover the ideal one. In
phase above 1 Hz increases much more than the ideal one. the figure of the input, the green line shows the human torque
This result might imply that the feeling of a rider in terms TH . TH is the same among the three cases. The blue line
of force may be recovered, and the feeling in terms of time shows the motor torque generated by the proposed controller.
delay remains slightly. However, in general use, this small
uncomfortable feeling caused by the phase lag above 1 Hz V. E XPERIMENTAL V ERIFICATION WITH S IMPLE
is not serious because fast manipulation is not necessary for S TEERING S IMULATOR
riding the bicycle. The effectiveness of the propose assist system is verified
Other numerical simulations are performed to obtain time by applying the proposed control law to the simple steering
responses of the steering angle θH for the given torque TH . simulator. The physical parameters of the simulator are same
The simulation results are shown in Figs. 8. The simulations with those used in the previous simulations, in TABLE I. The
were performed over 14 seconds with the sampling interval sampling interval was changed to 2.0 msec because of the
1.0 msec and the sinusoidal input, TH = 0.05 sin(π/2 · t) hardware limitation used in this experiment. To investigate
Nm. The initial steering angle and the angular velocity are the effectiveness of the proposed system, at the first, the ex-
set by 0 deg and 0 deg/sec. periment with the assist control proposed was performed and
In Figs. 8, the upper row shows the time response of the all signals such as the steering angle, angular velocity and the
angle, the middle that of the angular velocity and the lower motor input were recorded. After that, to compare the result
the input profile. In the figures of the angle and angular in the case of the assist system with that of no assist system,
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100 Ideal
Real
Observer
system achieved good results and might be helpful for riders.
80
As a future work, the proposed control law will be applied
60
Angle[deg]
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