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The Journal of Engineering

20th International Conference of Fluid Power and Mechatronic Control


Engineering (ICFPMCE 2019)

Research on compliant configuration of eISSN 2051-3305


Received on 05th February 2020

hydraulic manipulator with passive following


Accepted on 21st May 2020
E-First on 23rd October 2020
doi: 10.1049/joe.2020.0044
characteristic www.ietdl.org

Lin Jiang1,2 , Lisheng Ren1, Xiaoyue Pan1, Jianyang Zhu1,2, Hui Zhao1,2
1Key Laboratory of Metallurgical Equipment and Control Technology, Wuhan University of Science and Technology, Wuhan, People's Republic

of China
2Institute of Robotics and Intelligent Systems, Wuhan University of Science and Technology, Wuhan, People's Republic of China

E-mail: jianglin76@wust.edu.cn

Abstract: To decrease the injury caused by an accidental collision between the hydraulic manipulator and human, a hydraulic
rotating angle self-servo compliant robot driver joint is designed. Based on this joint, a variable stiffness passive servo-hydraulic
rotary joint is improved. The passive follow-up characteristics of the improved servo-hydraulic rotary joint enable it to enter the
low stiffness mode by itself when it encounters collisions beyond the force limit. Combining this characteristic, the research
method of the hydraulic mechanical arm flexible configuration is proposed. Firstly, the joint motion mode is defined by the Euler
angle, and a variety of configurations conforming to the motion characteristics of the manipulator are determined. Then, the
virtual prototype and collision environment are built, and the dynamic characteristics of the end effector of the arm under high
and low stiffness are measured. The results show that the flexible configurations with passive follow-up characteristics can
significantly suppress the collision force. Finally, the visual method is employed to solve, draw, and compare the workspace of
the selected compliant configuration, to obtain the optimal compliant configuration with both flexibility and motion, which
provides theoretical guidance for the subsequent design of the compliant manipulator.

1 Introduction design of modular redundant drive units. Compliant mechanisms


called designer muscles can be created by connecting these units in
Nowadays, the demand for production efficiency is getting higher series and parallel. The strain rate is 21.1% and the maximum
and higher, and the mode of working with robots and people has stress is 1.55 Pa. Yoo et al. [10] designed a manipulator VSJ with
been widely used in people's production activities. As the distance terminal support of 1 kg payload. On this basis, a model of a three-
between human and robot approaches, there is a potential risk of ring permanent magnet mechanism was proposed to meet the
injury caused by a robot in a collision. Before designing a robot requirements of rotational stiffness after optimisation. In [11], a
arm, this kind of accident should be evaluated [1] Therefore, a cable-driven manipulator, which can significantly adjust the
large number of research works have been carried out to reduce the stiffness of the manipulator through the tension resolution, is
risk of collision between humans and robots. The human–machine proposed. The stiffness matrix with high accuracy and isotropy is
cooperation robot should have the response performance that is obtained by the tension decomposition method. Xiang et al. [12]
mainly based on the collision crisis, i.e. the flexibility of the robot proposed a method to quickly switch between pneumatic and
arm. Flexibility is an important indicator to evaluate the hydraulic working modes without removing all the hydraulic fluid
operational performance of robots, including the number of states, from the actuator. A compatible and potentially safe pneumatic
operability, and operability direction [2]. mode is demonstrated and compared with the more rigorous
To improve the flexibility of the arm, it is usually to reduce the hydraulic mode. Fu et al. [13] proposed a new joint actuator with
impact force by adding a compliant joint to the robot. Zhang et al. variable stiffness based on the plate spring as an elastic element
[3] designed a soft arm based on a series of elastic actuators and the spiral disc as a stiffness regulating mechanism, and
(SEAs), Soft Arm IIY, to deal with the dynamic changes of the discussed the stiffness regulating characteristics of the joint
working environment and the safety of human–computer actuator, providing a theoretical basis for improving the dynamic
interaction. To improve the head collision safety of the flexible characteristics of the interaction between robots and humans.
joint manipulator, Meng et al.[4] proposed a flexible joint Ryusuke et al. [14] proposed a new rotational flexibility
manipulator configuration optimisation method based on the mechanism that allows strong forces and flexibility to coexist, with
mechanical arm safety index and gradient projection method and flexibility in both active rotation directions and orthogonal
gave the safe collision direction and the method of determining the directions. To do this, they developed a hydraulic artificial muscle
safety configuration. Zhao and Zhang [5] presented a three-degrees that is very light and can produce great power.
of freedom (3-DOF) lightweight compliant mechanical arm that At present, most of the research studies on the compliant
used carbon fiber material to achieve lightweight and designed a mechanical arm is focused on the flexible joint. Integrating the
SEA to achieve the flexibility of the mechanical arm structure. Shi configuration of the flexible joint with the mechanical arm to study
et al. [6] designed a composite flexible joint with both primary and its passive compliance is not considered, especially in the field of
passive variable stiffness characteristics. Choi et al.[7] proposed a outputting a large torque hydraulic mechanical arm. Aiming at this
robot manipulator variable stiffness joint (VSJ), and a control problem, a hydraulic angle self-servo compliant drive joint was
scheme to control the stiffness and position of the VSJ. Leaf spring designed, and a variable stiffness passive follower hydraulic swivel
generates flexibility, and two actuators control the position and joint was improved based on the compliant drive mechanism.
stiffness of the joint through a four-bar mechanism. Hyun et al. [8] Combining the characteristics of the two, the 5-DOF series
presented a variable stiffness mechanism (VSM) for human- hydraulic manipulator is taken as the research object. Many
friendly robots to simultaneously meet safety and performance common configurations and compliant configurations of the
needs. The VSM has high stiffness in normal operation mode and manipulator are derived and the corresponding three-dimensional
has low stiffness in collision mode when the load applied to the (3D) models are established and imported into ADAMS for
joint exceeds a critical load. Mathijssen et al. [9] designed a new
J. Eng., 2020, Vol. 2020 Iss. 14, pp. 920-927 920
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Fig. 1 Hydraulic angle self-servo compliant drive joint section view

Fig. 3 Structural diagram of passive servo rotary joint with variable


stiffness

Fig. 2 Working principle diagram of hydraulic angle self-serving


compliant driving joint in the clockwise state
(a) Distributing flow 1, (b) Distributing flow 2 Fig. 4 Sectional view of variable stiffness passive servo rotary join

collision simulation experiments. A standard D–H parameter table 2.2 Structural design of hydraulic passive follower joints with
for the compliant configuration was created, and the workspace variable stiffness
cloud map was drawn using the MATLAB robot toolbox. After a
comparative analysis, the compliant configuration with both The joint is composed of hydraulic rotating self-servo compliant
compliant performance and athletic performance is obtained, which following mechanism and torque transfer mechanism and spring
provides important theoretical guidance for the subsequent mechanism, as shown in Fig. 3. Among them, the first part is
structural design and optimisation of the compliant mechanical improved from the hydraulic rotating angle self-servo compliant
arm. robot driver joint, which is shown in the left half of Fig. 4. The
difference is that the spool 21 is fixed through the valve body 20
2 Description of the hydraulic joint structure and the load plate 23 of the torque transmitting mechanism, and the
valve body 20 and the separating disc 24 fixed. The corner from
2.1 Design of hydraulic rotating angle self-servo compliant the servo principle is the same as the previous improvement, and
robot driver joint will not be described again. The torque transmitting mechanism is
composed of a load plate 23, a spring actuator 22, a separation disc
The joint is shown in Figs. 1 and 2. It mainly includes low-pressure
24, and a sweep arm disc 25. The joint is multi-staged by the load
nozzle 1, left end cover 2, cylinder 3, low-pressure oil passage 4,
plate, the separation disc, and the sweep arm.
valve sleeve 5, valve core 6, valve body 7, right end cover 8,
Working principle: The load disc in the passive servo rotary
bearing of valve body 9, high-pressure oil passage 10, vane seal 11,
joint is connected by a spring mechanism and a sweeping arm disc,
valve body vane 12, spool bearing 13, high-pressure grease nipple
the sweeping arm disc is fixed with the valve core, and the
14, cover 15, steering gear 16, and fixed block 17.
separation disc is fixed with the valve body. When the force at the
Working principle: High-pressure oil enters high-pressure oil
end of the passive servo rotary joint is transmitted to the separation
passage through the high-pressure oil nozzle, and return oil nozzle
disc and exceeds the safety value, the sweeping arm disc
enters low-pressure oil. When the actuator stops, the spool is in the
connecting the valve core is separated from the output shaft
middle, i.e. the rectangular groove on the spool is closed with the
connecting the valve body. The disc mechanism is separated and
convex platform on the valve sleeve, and the high- and low-
the sweeping arm disc drives the spool to rotate. Since the output
pressure oil cannot enter the A and B working chambers through
shaft of the valve body is also driven to follow the motion of the
the valve spool and the valve sleeve. When the steering gear rotates
self-servo mechanism, the mechanism moves in the direction of
in a certain opening clockwise, the high-pressure oil flows from the
reducing the contact force and improving collision safety. When
radial direction of the valve blade to the P port through the high-
the impact force disappears, the mechanism restores to a relatively
pressure channel, and into the A cavity through the distributor port
stable state.
and the rectangular hole A of the valve body. Then, under the
pressure difference between the two working chambers, the valve
blade rotates clockwise, as shown in Fig. 2a, and outputs the torque 2.3 Derivation of general configuration
through the output shaft of the valve body. At this point, the Generally, the higher the degree of freedom of the manipulator is,
volume of the B cavity begins to compress, and the low-pressure the better the flexibility is. However, in the actual design and
oil in the B cavity enters the low-pressure oil passage through the manufacture of the manipulator, every additional degree of
rectangular hole B of the valve body, as shown in Fig. 2b. When freedom will multiply the complexity and cost of the mechanism
the spool rotates counter-clockwise, its working condition is [15]. At present, industrial robots with three axes, four axes, five
contrary to that of the spool, and the principle is the same. The axes, and six axes are mostly used in industrial applications. The
hydraulic angle self-servo compliant driving joint has the choice of axle number usually depends on the specific application.
advantages of small size, smooth movement, and large output This paper takes the series 5-DOF hydraulic manipulator as the
moment when the working pressure is above 3 MPa, and its output research object.
moment is not <50 N m and diameter is <130 mm. To clearly express the motion state of each joint of the
manipulator, the joint motion can be defined by referring to the
Euler angle (RPY angle) [16]: the motion properties can be
expressed in capital letters, such as R for rotation, P for movement,

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Fig. 5 Schematic diagram of Euler angle (RPY angle)
Fig. 9 Simplified diagram of common configuration
(a) RR-RP-RY-RP-RP, (b) RR-RP-RY-RP-RP, (c) RR-RP-RP-RY-RP, (d) RR-RP-RP-
RP-RP, (e) RR-RP-RP-RP-RY

Fig. 6 Simplified figure of joint


(a) Rotate around the x-axis, (b) Rotate around the y-axis, (c) Rotate around the z-axis

Fig. 10 Flexibility configuration diagram of the robot arm


(a) gx1A, (b) gx1B, (c) gx1C, (d) gx2A, (e) gx2B, (f) gx3A, (g) gx3B, (h) gx4A, (i)
gx4B, (j) gx5A

Fig. 7 Schematic diagram of the combination of adjacent joints should be ruled out. In conclusion, b, d, e, and h are the reasonable
(a)RY–RY, (b) RY–RP, (c) RY–RP, (d) RP–RY, (e) RP–RP, (f) RP–RR, (g) RR–RY, layout of adjacent joints.
(h) RR–RP, (i) RR–RP A joint of a common industrial mechanical arm has 1-DOF,
therefore, n-DOF hydraulic mechanical arm is composed of n
joints. To have a larger working space, the first joint should
obviously rotate around the z-axis. The only reasonable way to fit
adjacent to the first joint is h, and then the second joint rotates
about the y-axis. There are two adjacent combinations suitable for
the second joint: d and e, i.e. the third joint rotates around the x-
axis or y-axis. When the third joint rotates about the x-axis, the
adjacent combination with the third joint is b, and the fourth joint
should rotate about the y-axis. When the third joint rotates around
the y-axis, the appropriate adjacent combinations include d and e,
and then the fourth joint should rotate around the x-axis or y-axis.
Fig. 8 Reasonable derivation diagram of general configuration When the fourth joint rotates about the x-axis, the adjacent
(a) RR-RP-RY-RP-RP, (b) RR-RP-RY-RP-RP, (c) RR-RP-RP-RY-RP, (d) RR-RP-RP- combination to be considered is b, and then the fifth joint rotates
RP-RP, (e) RR-RP-RP-RP-RY about the y-axis. When the fourth joint rotates around the y-axis,
the appropriate adjacent combinations include d and e, and then the
H for spiral motion, S for spherical motion. The letters R, P, and Y fifth joint rotates around the x- or y-axis. Thus, when the n − 1 joint
are used as subscripts to indicate orientation, such as RR, RP, and rotates around the x-axis, the adjacent combination mode that can
RY to indicate the rotation of roll, pitch, and yaw, respectively, and be considered is b, and the n − 1 joint rotates around the y-axis.
‘−’ and ‘+’ to indicate the serial and parallel relationship between When the n − 1 joint rotates around the y-axis, the suitable adjacent
pairs of motion. combinations are d and e, and the n − 1 joint rotates around the x-
The configuration of the tandem hydraulic mechanical arm is axis or y-axis. There are five reasonable configurations with 5-
determined by the joints that provide power through different DOF, as shown in Fig. 8.
combinations. A joint can be represented by a motion pair. The simplified configuration corresponding to Fig. 8 is shown
According to the Euler angle (RPY angle) shown in Fig. 5, there in Fig. 9. Configurations a, b, c, d, and e are reasonable common
are three kinds of motion states of the revolute joints, namely RY, configurations, which are briefly described as GX1, GX2, GX3,
RP, and RR, respectively, as shown in Fig. 6. GX4, and GX5, respectively.
With the straight bar as the connecting rod and considering the
connecting sequence, there are altogether nine combinations of two 2.4 Derivation of flexible configuration
adjacent joints, as shown in Fig. 7. Considering the actual working
After the common configuration is determined, the passive follow-
conditions, it can be found that combination b rotates 90° around
up joint is continued to be distributed on the rotary joint (R_R,
the x-axis, which is the same as combination c. Combination d is
R_Y) of the common configuration. GX1 contains three rotary
rotated 90° around the y-axis, which is the same as combination f,
joints, so three cases are derived. GX2, GX3, and GX4 contain two
and the combination f is retained. The combination g rotates 90°
rotary joints, so there are two cases, respectively; GX5 contains
about the z-axis, i.e. the same as the combination h, and the
one rotary joint, so there is only one case. Thus, there are ten
combination h is also retained. The axis of rotation of the two
reasonable flexibility configurations, as shown in Fig. 10, which
joints of combination a and combination I coincide, so that only
the passive follow-up joint is simplified in red.
one of the joints acts as a linkage, so the unreasonable layout

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Fig. 11 Characteristic curves of the first type of compliant configuration
(a) Position curve, (b) Velocity diagram, (c) Collision force diagram

3 Collision simulation experiment based on follower joint, and other joints to rotate. The robot arm will collide
ADAMS with the actuator after turning a certain angle, and then continue to
rotate until the end of simulation.
3.1 Setting of experimental environment (iii) The displacement, velocity, and collision force changes of the
ADAMS has a powerful simulation function. It is widely used as a three-group experimental manipulators in the whole time period
design simulation experiment platform. It can add constraints, from the collision to the end of the collision were analysed and
driving, and special forces, and then set the control parameters to compared.
complete the solution and post-processing. In ADAMS, there are
two ways to define the collision force: one is the compensation Also, the simulation parameters are set as follows: the
method (restitution) and the other is impact. The parameters of the corresponding parameters are set for each group of models, and the
former are more difficult to set accurately, so this paper chooses the collision point is set at the lower end of the end-effector. The
latter to calculate the collision force [17]. The experiment is distance between the spring slider and the actuator is 150 mm. The
composed of three groups of comparative simulations. The first hydraulic force between the valve core and the valve body of the
group is the high-stiffness collision of ordinary configurations passive servo joint at the corresponding position is equivalently
without passive follow-up characteristics; the second group is the replaced by the torsion spring. Its stiffness coefficient is set to
collision of compliant configurations with higher stiffness when 5000 N/mm and the damping coefficient is 0.17 Ns/mm. The spool
passive follow-up joints do not exceed the force limit; the third motion function of the first rotary joint of the mechanical arm is
group is the collision simulation of compliant configurations with CUBSPL (time, 0, SPLINE_n, 0)×30d. SPLINE_n is the function
lower stiffness when passive follow-up joints exceeded the force defining the relationship between the rotation angle and time of the
limit. Owing to the same environment of the three groups of steering gear. In this experiment, the sine function is employed as
simulation experiments, the simulation process of the flexible an example. To prevent interference of different posture on the
configuration is only described here. experimental results, the other joint angle variables should be as
The simulation process of flexible configuration is as follows: small as possible, and all values are fixed at 0.01 d/s. The number
of simulation steps and the simulation time are 400 and 1.5 s,
(i) Use SOLIDWORKS to carry out 3D model of all flexible respectively. The simulation results are shown in Figs. 11 and 12.
configurations, and then simplify it into ADAMS. Create a spring
slider with a volume of 100 mm × 200 mm × 100 mm below the 3.2 Analysis of experimental results
side of the end-effector as the impact object. The slider material is
After the simulation, the displacement and velocity curves of the
steel and the spring stiffness is 25 N/mm.
actuator can be measured. The simulation results are shown in
(ii) The connection is added for each joint of the robotic arm, and Figs. 11 and 12. Among them, the characteristics of displacement,
corresponding motion is added. The impact function method is velocity, and collision force of the five common configuration
used to create contact between the end-effector and the slider. A actuators are very close, therefore, only the characteristic curve of
rotation speed is set at the input end of the first rotary joint one of them is used for comparison. All the configurations are
connected with the base to drive the output connecting rod, passive divided into two categories according to the collision results, and

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Fig. 12 Characteristic curves of the second type of compliant configuration
(a) Position curve, (b) Velocity diagram, (c) Collision force diagram

their respective characteristic curves are also very close, so a response curves in Fig. 12, the second type of compliant
representative set of characteristic curves is selected for configuration is similar to the collision process of ordinary
comparison. configuration in both cases where the force limit is exceeded and
The first kind of flexible configuration can be defined as those the force limit is not exceeded, but the collision force decreases to
configurations which add passive servo joints to the first rotating some extent. Generally, the position error is small, the speed is fast,
joint, namely GX1A, GX2A, GX3A, GX4A, and GX5A. but the collision force is large. By comparing Figs. 11 and 12, it
In this case, it can be seen from the response curves of Fig. 8 can be found that the first type of compliant configuration has a
that the actuator collides with the spring slider at 0.13 s in the significantly better ability to suppress collision force than the
general configuration state. The position error of the motion second type, but the precision is not perfect in the process of
response of the manipulator is the smallest compared with the other movement. Therefore, from the point of view of safety, the
two cases, and the reaction speed is obviously the fastest, with the performance of the first type of flexible configuration is more
maximum speed of 3600 mm/s. However, its collision force is the prominent.
largest and the maximum collision force is about 4200 N.
In the higher stiffness state, this state simulates the reaction 4 Comparison of workspace
state of the manipulator when the force limit is not exceeded. The
actuator collides with the spring slider at 0.3 s. The collision time 4.1 Establishment of denavit hartenberg (DH) parameters
is delayed and there is a certain position error. The maximum From the previous section, we can know that GX1A, GX2A,
velocity is 2100 mm/s and the maximum collision force is about GX3A, GX4A, and GX5A have the best compliance performance,
300 N. besides this, the workspace capability of the manipulator is also a
Under the condition of low stiffness collision, this state very important index of the manipulator [18], which has profound
simulates the reaction state of the manipulator in excess of the significance for the optimisation of structural parameters of the
force limit. The actuator collides with the spring slider at 0.4 s. The manipulator, so it is necessary to discuss its flexibility in the
collision time is delayed and the position error is large. The derivation of configuration theory.
maximum velocity is 1450 mm/s and the maximum collision force To intuitively show the performance of the above five
is about 70 N. configurations, the DH parameter table of each configuration is
Based on the above comparative analysis, it can be concluded obtained after establishing its linkage coordinate system, as shown
that under the same collision environment, the collision force of the in Tables 1–5.
first type of compliant configuration is significantly better than that
of ordinary configurations without passive follow-up joints, which
indicates that the flexibility performance of this configuration is 4.2 Result analysis
outstanding. To determine the precise workspace boundary, the Monte Carlo
The second type can be defined as configurations of passive method is used to simulate the workspace of each configuration of
follower joints added to the rest of the revolute joints, i.e. GX1B, the manipulator [19]. Five arbitrary joint angle values obtained
GX1C, GX2B, GX3B, and GX4B. As can be seen from the
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Table 1 DH parameters of GX1A
i θi di ai αi Range
1 θ1 0 0 −90° ±150°
2 θ2 0 0 0° ±120°
3 θ3 d3 0 90° ±150°
4 θ4 0 0 90° ±120°
5 θ5 0 0 0° ±150°

Table 2 DH parameters of GX2A


i θi di ai αi Range
1 θ1 0 0 −90° ±150°
2 θ2 0 0 0° ±120°
3 θ3 d3 0 90° ±150°
4 θ4 0 0 0° ±120°
5 θ5 0 0 0° ±120°

Table 3 DH parameters of GX3A


i θi di ai αi Range
1 θ1 d1 0 −90° ±150°
2 θ2 0 a2 0° ±120°
3 θ3 0 0 90° ±120°
4 θ4 d4 0 90° ±150°
5 θ5 0 0 0° ±120°

Table 4 DH parameters of GX3A


i θi di ai αi Range
1 θ1 d1 0 −90° ±150°
2 θ2 0 a2 0° ±120°
3 θ3 0 a3 0° ±120°
4 θ4 0 0 90° ±120°
5 θ5 0 0 0° ±150°

Table 5 DH parameters of GX3A


i θi di ai αi Range
1 θ1 d1 0 −90° ±150°
2 θ2 0 a2 0° ±120°
3 θ3 0 a3 0° ±120°
4 θ4 d4 a4 0° ±120°
5 θ5 0 0 0° ±120°

randomly within the range of rotation angles of each joint were The working cloud diagram of the manipulator actuator drawn by
substituted into the end-effector pose equation to obtain its MATLAB robot toolbox is shown in Fig. 13. The cloud diagram of
position, and a programme written in MATLAB is employed to each configuration represents its 3D view, XZ direction view, XY
generate the workspace cloud map of the manipulator [20]. The direction view, and YZ direction view, respectively, from left to
steps for calculating the workspace are as follows: right and from top to bottom. According to the shape of cloud
pattern, it can be divided into two categories: the first is GX1A and
(i) Obtain the positive solution of the robot arm, name the pose GX2A. The cloud images show that this kind of configuration has
matrix A05 of the end-effector. poor accessibility under the base of the manipulator and distributes
(ii) Rand function in MATLAB is used to select the joint angle uniformly in other directions. Comparing the two, it is found that
values randomly in the range of five joint angles. the interior of GX1A is relatively empty and sparse, which
(iii) The random value of each joint angle is involved in the indicates that the accessibility of this configuration is better only in
operation of the positive solution of the manipulator of each the periphery. In addition to poor accessibility at the bottom,
configuration, generating a large number of position coordinate GX2A has a uniform distribution of location points and a relatively
points. dense distribution, indicating a larger accessible range. The second
(iv) The set of end-effector position coordinate points is displayed category is GX3A, GX4A, and GX5A, which are lack of
intuitively in MATLAB window. accessibility on the left side of the base of the robot arm. Among
them, the cloud images of GX5A are very sparse, indicating that
the overall accessibility of the configuration is poor. However, the
workspace visualisation of GX3A and GX4A is almost identical,

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Fig. 14 Model diagram of GX2A

Fig. 13 Visual graphics of manipulator arm workspace


(a) GX1A, (b) GX2A, (c) GX3A, (d) GX4A, (e) GX5A Fig. 15 Model diagram of GX3A

which indicates that the accessibility of the two configurations is 6 Acknowledgments


slightly different, but in the YZ direction, GX3A is denser than the
point inside the cloud image of GX4A, which indicates that This work was supported by the open fund of the Institute of
GX3A's accessibility is better than GX4A's on the whole. Robotics and Intelligent Systems in 2018 (F201803), Wuhan
In summary, GX2A and GX3A are the optimal configurations Application Foundation Frontier Project (2019010701011404),
for flexibility and accessibility, respectively, and they can be Hubei Natural Science Foundation (2018CFB626), and National
applied to different work scenarios. Their corresponding two Natural Science Foundation of China (61305110)
models are shown in Figs. 14 and 15.
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