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I. I NTRODUCTION Fig. 1. The developed hybrid VTOL UAV (Coordinate systems are
defined in section III) Video available at: https://www.youtube.
During the last decades, unmanned aerial vehicles (UAV) com/watch?v=wRE4ICjHJ_0
have been widely used in both military and consumer areas
such as surveillance, tracking, monitoring and aerial pho-
tograpy. These UAVs are mainly classified into two types: A. Tail-sitter VTOL UAVs
fixed-wing UAVs and rotary-wing UAVs and each type has
A tail-sitter VTOL UAV takes off vertically on its tail, then
their own advantages and drawbacks. As for fixed-wing
the whole aircraft including the fuselage tilts horizontally
UAVs, they have several features, such as high cruising speed
for level flight. In [1] and [2], many aspects of a tail-
and altitude, high flight efficiency and large cabin, which
sitter have been studied, including design, manufacturing,
means they can fulfill many tasks that require the vehicle to
modeling, control and flight tests. However, since the same
carry a heavy payload or achieve long endurance and range.
motors are being used for both hovering and level flight, a
However, fixed-wing UAVs have their limits. A fixed-wing
fixed-pitch propeller is usually not able to achieve optimal
airplane needs a runway or catapult to take off and land,
efficiency in both stages while a varying-pitch propeller can
which imposes restrictions on its applications. Rotary-wing
significantly complicate the mechanical design, maintenance
UAVs, on the other hand, can take off and land vertically,
and manufacturing cost. In addition, the big wing area being
which makes these vehicles suitable for a wide variety of
exposed to cross-wind during hovering introduces a con-
environments. But rotary-wing vehicles do not have long
siderable disturbance that is likely to degrade the hovering
endurance or range. It is still a challenge to develop a small-
performance.
scale UAV, which is able to achieve long flight endurance
and range and at the same time takes off and land vertically. B. Tilt-rotor VTOL UAVs
Hybrid vertical takeoff and landing (VTOL) UAVs are a
suitable solution for this problem; they combine the concepts Similar to a tail-sitter VTOL UAV, a tilt-rotor VTOL UAV
of fixed-wing and rotary-wing UAVs in a single platform, generates lift and forward thrust using the same propulsion
thus inheriting the advantages of both. system. But instead of tilting the whole aircraft like a tail-
There are several types of hybrid VTOL UAVs, including sitter VTOL UAV, the tilt-rotor VTOL UAV only tilts its
tail-sitter, tilt-rotors and dual-system UAVs. rotors. For vertical flight, such as takeoff, hovering and
landing, rotors of the propulsion system are angled such
*Research supported by Hong Kong ITF Foundation (ITS/334/15FP). that their plane of rotors is horizontal, lifting in the way
All authors are with the Department of Electronic and that a helicopter rotor does [3]. As the UAV gains speed,
Computer Engineering, Hong Kong University of Science and the rotors are progressively tilted forward, with the plane
Technology, Hong Kong, China. hguad@connect.ust.hk,
xlva@connect.ust.hk, eezxli@ust.hk, of the rotors eventually becoming vertical. In this mode,
eeshaojie@ust.hk, eefzhang@ust.hk the wing provides the lift, and the rotor provides thrust
as a propeller. In [4], [5] and [6], the structure design, presented. The designed aircraft is shown in Fig. 1. As
aerodynamic analysis and flight control were addressed. [7] validated by real flight tests, the developed UAV can achieve
shows another configuration of tilt-rotor, which also called the required flight range and fully autonomous operation.
tilt-wing VTOL UAV. The main drawback of a tilt-rotor The remainder of this paper is organized as follows. The
VTOL UAV is its complicated structure, which increases the aerodynamic and mechanical design, as well as onboard
aircraft weight and cost. devices integration, are detailed in section II. Position con-
trollers, attitude controllers and VTOL mixer are presented in
C. Dual-system VTOL UAVs section III. Section IV presents the details of the experiment
A dual-system VTOL UAV has two independent propul- setup and results discussion. And finally section V draws the
sion systems for hover and level flight. As seen in Fig. 2, the conclusion.
aircraft takes off vertically using the lift force generated by
the four lifting rotors. During this phase, the push motor II. S YSTEM D ESIGN
will be turned off and the whole aircraft behaves like a A. Airframe and Propulsion System Selection
quadrotor [8], its position as well as attitude are controlled As mentioned before, the designed aircraft is expected to
by the differential thrust of the four rotors. After reaching achieve a flight range of 30 km. For this purpose, a variety
the desired altitude, the aircraft starts transiting to level flight of devices need to be used, including video transmitter for
by turning on the push motor to gain forward speed. Once aircraft status monitoring, telemetry for long distance data
the cruise speed is reached, the four lifting rotors will be communication, radio control (RC) extender for emergency
turned off and the whole aircraft behaves like a conventional piloting, etc. Their estimated weights are summarized in
fixed-wing airplane. The control of the position and attitude table I, where the units are in grams.
is achieved by the push motor and control surfaces such
as the ailerons, elevators and rudders. Since the propulsion TABLE I
systems for hover and level flight are independent, they can TABLE OF DEVICE WEIGHT
be optimized for both flight modes separately. Other than
motors and propellers, all parts of a dual-system VTOL UAV Device Quantity Weight1
are assembled rigidly and no moving parts are involved. As Video transmitter 1 20
Telemetry 1 20
a result, they are easy to design, manufacture and maintain. Battery 1 900
Flight control board 1 30
Lifting Motor Lifting motors 4 70
ESCs for lifting motor 4 40
Pusher motor 1 80
Wing ESC for push motor 1 60
Others N.A. 200
Total weight N.A. 1750
TABLE V
To compute the Reynolds number Re, the commercial
PARAMETERS OF MOTORS AND PROPELLERS FOR FIXED - WING
software Profili is used. Supplying the airspeed; characteristic
AIRPLANE MODELS
linear dimension, which is defined as the mean aerodynamic
chord (MAC); and cruise altitude, which is 100 m for our
application to the software, yields the Reynolds number Thrust Efficiency Voltage
Re = 2.3 × 106 . Name KV
(N )
Propeller
(g/W ) (V )
Lift coefficient CL [9] is calculated for level flight where SunnySky X2826 880 4.9 12×6 0.068 14.8
the maximal takeoff weight M T OW = 24.5 N and cruise SunnySky X2216 880 3.92 10×4.7 0.072 14.8
SunnySky X2814 900 4.9 11×7 0.070 14.8
speed V = 15 m/s. As pointed out in [10], the total drag of
a typical airplane consists of three parts: parasitic drag D0 ,
wave drag Dw and induced drag Di . The wave drag occurs
when the airplane’s speed is near the speed of sound and can B. Mechanical Design
be safely ignored in our case where the flight speed is far Even though the main airframe is adopted from a
from the speed of sound. As shown in [11], the total drag, commercial-off-the-shell airplane, the integration of four
when parameterized by drag coefficient, can be expressed as lifting rotors for vertical takeoff and landing introduce new
problems that need to be carefully considered. A major
Swet CL2 challenge is the structural design and precise landing in
CD = · Cf e + (1)
S π · AR · e
where the typical value of Swet /S for the Mini SkyHunter
is around 4, as seen in [12], and the skin friction coefficient
Cf e is drawn from [13].
After determining the aerodynamic configuration of the
aircraft, we proceed to the propulsion system design. For
a hybrid VTOL UAV, there are two sets of propulsion
systems, namely the four lifting rotors for takeoff, landing
and hover flight, and the push motor for level flight. Table
IV summarizes the key parameters of a few motor-propeller
pairs specifically designed for multirotors.
TABLE IV
PARAMETERS OF MOTORS AND PROPELLERS FOR MULTIROTORS
C. Others
To constitute a comprehensive unmanned aerial system
that is able to perform a mission fully autonomously and Camera ANAITV N.A. N.A.
with the capability of communicating with a ground station
in real time to report its flight status, such as air data, position
and battery status, as well as for receiving commands from
Pixhawk 3DR N.A. N.A.
the ground station in case of an emergency or mission re-
planning, several onboard devices need to be integrated.
After investigating the current commercial-off-the-shelf de-
vices, we have settled on the devices given in table VI.
As the designed aircraft is expected to achieve a flight not shown in table VI.
distance of 30 km, to support its long distance operation, an Fig. 4 shows the entire unmanned aerial system that
automatic antenna tracker (AAT) is used extend the connec- has been implemented. The whole system consists of a
tion between the aircraft and the ground station. An AAT can ground station, a pilot, and the unmanned aerial vehicle. The
track the aircraft using its GPS signal, by way of an antenna ground station is a PC running Qgroundcontrol (QGC) [15]
installed on the ground station that can always point to the software for logging and displaying the aircraft status, an
aircraft. By doing so, the data link can be greatly enhanced. AAT for aircraft tracking and connection enhancement, and
Telemetry is used to connect the vehicle and ground station an external monitor that displays the onboard FPV video as
to download flight status and upload commands sent from well as the flight status of the aircraft such as the airspeed,
the ground station in real time. A lightweight first person distance, altitude, speed and attitude. A pilot can maneuver
view (FPV) camera and the associated video transmitter are the aircraft directly via a radio controller if in manual testing
used to monitor the aircraft’s surrounding environment in mode, or simply monitor the aircraft status and take over its
real time. A radio extender is used to extend the operation control in case of emergency if in fully autonomous flight
range of the radio controller. The flight controller used is mode.
a Pixhawk autopilot open hardware and software platform
[14]. The Pixhawk autopilot has integrated the necessary III. F LIGHT C ONTROL S YSTEM D ESIGN
sensors for autonomous navigation, such as a magnetometer The block diagram of our flight control system is shown in
for measuring the direction of south, an accelerometer for Fig. 5. It can be seen that the whole flight system consists of
measuring the direction of gravity, gyros for measuring three level controllers: position controller, attitude controller,
angular rate and a barometric altimeter for measuring the and VTOL mixer.
altitude of the aircraft. With this open source platform, we Comprising the first level are three position controllers:
designed our own flight controller, as discussed in next a transition controller, rotary-wing position controller, and
section, in detail. Other key components such as a pitot- fixed-wing position controller, which are running simultane-
tube, GPS and data transmitter are also used although are ously. A position controller receives the desired position from
Vehicle with Autopilot
fixed-wing attitude controller and thrust from the fixed-wing
position controller are used to actuate the control surfaces
and push motor like a conventional fixed-wing airplane.
Enhanced Manual
A. Position and Attitude Controller Implementation
Command
In our scenario, the position controller including fixed-
GPS Signal wing position controller, rotary-wing position controller, and
Radio Extender
transition controller. The fixed-wing position controller is
QGC Command Aircraft status FPV Video adopted from [16] and the rotary-wing position controller
Manual Command from [17]. The transition controller will be presented in
section III-B. The fixed-wing attitude controller is a PID
controller adopted from [18]. The VTOL attitude controller
is a cascaded controller similar to [1]. These controllers are
Radio Controller Ground Station Monitor AAT all implemented on the existing framework of the Pixhawk
autopilot software stack [18].
Fig. 4. Signal flow of whole unmanned aerial system
B. Transition Controller
either human pilots or navigation way points and computes Here we focus on introducing the transition controller. The
the desired attitude and thrust, which are then fed to a key features of the transition controller in Fig. 5 are sending
signal distribution module. The signal distribution module fixed attitude command, the pitch and roll commands are
maps the desired attitude from the transition controller as both set to 0, while the yaw is set to its current value at the
well as, rotary-wing position controller to the same attitude beginning of transition. The push motor is set to its maximum
controller, called the VTOL attitude controller, and maps power until the specified airspeed is reached.
the attitude from fixed-wing position controller to the cor- The thrust command is determined by an altitude holding
responding fixed-wing attitude controller. The thrust of the controller, which is used to hold the aircraft altitude at the
three position controllers are fed to a VTOL mixer for further value right before the transition. Recall that the rigid body
processing. altitude dynamic can be written as
The second level controllers are two attitude controllers: a
fixed-wing attitude controller and VTOL attitude controller. 1 T
ḧz = r (Faero + FT ) + g. (3)
While the fixed-wing attitude controller directly computes m 3
the desired moment from its attitude error, the VTOL atti- where r3 denotes the third column of the rotation matrix
tude controller will use either the transition or rotary-wing R ∈ SO(3), which is the orientation of the body frame
position controller attitude set point to compute the desired relative to the inertial frame (seen in Fig. 1), hz is the
moment, depending on the current flight mode. altitude in the inertial frame, Faero ∈ R3 and FT =
T
Depending on the current vehicle flight mode (i.e., rotary-
FT x FT y FT z ∈ R3 are the aerodynamic force and
wing mode, fixed-wing mode or transition mode), the VTOL motor thrust vector in body frame, respectively.
mixer chooses different moment and thrust sources and maps The reference altitude is described as hd , and the altitude
them to different actuators. For example, in rotary-wing error is described as he = hd − hz . A simple altitude PID
mode, the moment from the VTOL attitude controller and controller is used to calculate motor thrust as follows:
the thrust from the rotary-wing position controller are used Z
to actuate the four lifting rotors. This results in an aircraft that dhe
r3T FT + mg = kp he + ki he dt + kd . (4)
will behave like a typical quadrotor UAV. In transition flight dt
mode, the moment from the VTOL attitude controller and the
The resulting thrust can be finally described as
thrust from the transition controller are synthesized to actuate
the control surfaces such as ailerons, push motor, or the four kp he + ki he dt + kd dh
R
dt − mg
e
Vehicle Position
IV. E XPERIMENTS 50
Actual roll angle
With the designed dual-system VTOL UAV along with its Roll angle set point
flight control system, intensive experiments are conducted 0
to verify its aerodynamic performance, flight stability and
system level autonomy. The first experiment is designed
to verify the reliability of transition controller, the second -50
1.42 1.44 1.46 1.48 1.5 1.52 1.54 1.56 1.58
experiment is to test the flight controller’s stability when the
aircraft is under active pilot control, the third experiment is 10
to test its range, endurance and the capacity of autonomous 0
flight, and the fourth experiment is to determine the optimal
flight speed. -10 Actual pitch angle
Pitch angle set point
A. Transition controller verification -20
1.42 1.44 1.46 1.48 1.5 1.52 1.54 1.56 1.58
Since the transition is a necessary maneuver of the hy-
brid VTOL UAV to achieve both vertical takeoff and level 100
Actual yaw angle
flight, we designed an experiment to verify the reliability of 50 Yaw angle set point
the transition controller presented in previous sections. The
procedure of this experiment is as follows: the aircraft first 0
takes off in manual mode. After reaching the desired altitude,
the aircraft was switched to autonomous flight mode, where -50
1.42 1.44 1.46 1.48 1.5 1.52 1.54 1.56 1.58
the quadrotor position controller took place and controlled
the aircraft to a transition point. Once the transition point
is reached, the aircraft initiated a transition maneuver and Fig. 8. Roll, pitch and yaw angle during transition
subsequently flied as a fixed-wing airplane.
Fig. 7 and 8 show the transition process. The upper figure to fixed wing mode, and the push motor is controlled by
in Fig. 7 indicates the flight states where 0 means quadrotor a typical fixed-wing flight controller. Fig. 8 shows attitude
mode, 1 means transition mode and 2 means fixed wing flight response during the transition. It is worth noticing that the
mode. As mentioned in previous sections, after the transition roll and yaw angles are set to relative large values after the
maneuver is initiated, the push motor PWM increases linearly transition due to the bank turn maneuvering. This results
until the maximal value is reached, resulting an increased a slight altitude loss (i.e. 2m) and attitude error, which
airspeed. During the transition process, the altitude increased are caused by the low bandwidth of a typical fixed-wing
by 1m due to the increased aerodynamic lift. After the controller. These errors, in practice, are acceptable in our
airspeed reached the specified value, the flight state switched outdoor environment.
B. Manual Flight Test
As the whole vehicle is a new system whose aerodynamic
performance, robusteness and system reliability remain to
be verified, we designed a manual flight experiment for the
purpose of determining the minimal airspeed, verifying the 40
position controller and each chosen component of the whole 20
49
20 100
18 0
16 -100
0 5 10 15 20 25 30 35
0 5 10 15 20 25 30 35
200
14
12
10 100
8
6
0
4 0 5 10 15 20 25 30 35
0 5 10 15 20 25 30 35
35
17
16 30
15 25
14
0 5 10 15 20 25 30 35
13
0 5 10 15 20 25 30 35
50
40
30
10
designed aircraft can be further improved by observing the
0 following:
• From Fig. 13 we can know that in the flight range test,
-10 the vehicle has a constant banking angle of about 33.7
0 5 10 15 20 25 30 35 deg. This means that only 100% · cos 33.7◦ = 83.2%
200 aerodynamic lift has been used to counterweigh the
aircraft’s force of gravity. The flight range for straight
level flight will be 1.2 times more.
0
• As we know, flight speed is cruicial in determining the
flight efficiency. As for our VTOL, 18 m/s may not be
-200 the optimal flight speed. Consequently, it is possible to
0 5 10 15 20 25 30 35 extend the flight range if the aircraft flys at an optimal
speed.
Fig. 13. Roll, pitch and yaw angle of range test To find the optimal flight speed, another experiment is
conducted. Similar to the second experiment, the aircraft is
set to loiter around a specified point at different test speeds.
D. Optimal Flight Speed Figure 16 shows the current of each case which oscillated
Although the autonomous flight test presented above has due to disturbance. The average current and voltage are
already realized our goal, the range and endurance of the summarized in table VII.
12 full autonomous flight. The designed flight control system
10 16 m/s
8 consists of VTOL attitude controller, transition controller
6 and VTOL mixer based on our special aerodynamic char-
4
2 acteristics and mechanical design. Finally, experiments were
0.6 0.8 1 1.2 1.4 1.6 1.8 2 2.2
designed to determine the aerodynamic performance, verify
the controller’s stability and autonomy. As shown by these
12
10 17 m/s experiments, this prototype can meet the initial design goal.
8
6 In the future, we will optimize this prototype, in terms
4
2 of aerodynamics design and controller improvement. Actual
0.6 0.8 1 1.2 1.4 1.6 1.8 2 2.2 long distance experiments will be conducted to verify the
range of the communication devices. Based on this hybrid
12 VTOL UAV, several topics, such as precise landing, motion
10 18 m/s
8 planning, and 3-D mapping will be investigated.
6
4
2
0.6 0.8 1 1.2 1.4 1.6 1.8 2 2.2
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