Balancing personal vehicle

Description of equivalent WO 0142077 A2

BALANCING PERSONAL VEHICLE

Technical Field The present invention pertains to vehicles and methods for transporting individuals, and more particularly to vehicles and methods employing control loops in which a motorized drive is included.

Background Art A wide range of vehicles and methods are known for transporting human subjects. Typically, such vehicles rely upon static stability, being designed so as to be stable under all foreseen conditions of placement of their ground-contacting members. Thus, for example, the gravity vector acting on the center of gravity of an automobile passes between the points of ground contact of the automobile's wheels, the suspension keeping all wheels on the ground at all times, and the automobile is thus stable. Alternatively, dynamic stability may be maintained by action of the user, as in the case of a bicycle, or, otherwise, by a control loop, as in the case of the human transporter described in U.S. patent no. 5,701,965 and U.S. patent application, serial no. 08/384,705, filed February 3, 1995, which are herein incorporated by reference. The balancing vehicles described in these references, however, lack static stability. Referring, for example, to Fig. 1, wherein a prior art personal transporter is shown and designated generally by numeral 18, a subject 10 stands on a support platform 12 and holds a grip 14 on a handle 16 attached to the platform 12, so that the vehicle 18 of this embodiment may be operated in a manner analogous to a scooter. A control loop may be provided so that leaning of the subject results in the application of torque to wheel 20 about axle 22 thereby causing an acceleration of the vehicle. Vehicle 18, however, is statically unstable, and, absent operation of the control loop to maintain dynamic stability, subject 10 will no longer be supported in a standing position and will fall from platform 12. Another prior art balancing vehicle is shown in Fig. 2 and designated generally by numeral 24. Personal vehicle 24 shares the characteristics of vehicle 12 of Fig. 1, namely a support platform 12 for supporting subject 10 and grip 14 on handle 16 attached to platform 12, so that the vehicle 18 of this embodiment may also be operated in a manner analogous to a scooter. Fig. 2 shows that while vehicle 24 may have clusters 26 each having a plurality of wheels 28, vehicle 24 remains statically unstable and, absent operation of a control loop to maintain dynamic stability, subject 10 will no longer be supported in a standing position and will fall from platform 12.

By way of contrast, other prior art vehicles may be statically stable, such as automobiles or the stair-climbing vehicle described in U.S. patent no. 4,790,548 (Decelles et al.). These statically stable vehicles, however, lack a balancing capability. They also lack the capability for motion of the vehicle to be governed by leaning of the operator.

In the case of statically unstable balancing vehicles, considerations of operator safety require adoption of special stratagems, such as those described in copending applications, serial nos. 09/184,488, 08/892,566, and 09/168,551, for the event of failure of certain system components.

Summary of the Invention In accordance with preferred embodiments of the present invention, there is provided a vehicle for transporting a human subject over a surface that may be irregular. The vehicle has a support platform for supporting the subject, with fore-aft and lateral planes defined by the orientation of the support platform. Additionally, the vehicle has a ground-contacting module pivotably coupled to the support platform, for suspending the support platform over the surface, the support platform and the ground- contacting module being components of an assembly, and a motorized drive arrangement, mounted to the assembly, for causing locomotion of the assembly and the subject over the surface. Finally, the vehicle has a control loop, in which the motorized drive arrangement is included, for dynamically maintaining stability of the assembly by operation of the motorized drive arrangement in such a manner as to cause a specified acceleration of the assembly.

In accordance with alternate embodiments of the invention, the vehicle may also have a pivot for pivotal coupling of the support platform to the ground-contacting module and a locking mechanism for restricting motion of the support platform with respect to the ground-contacting module. The locking mechanism for restricting motion of the support platform may be activated upon interruption of power to the control loop. The ground-contacting module may include at least one wheel aft, and at least one wheel forward, of a vertical line through the center of gravity of the assembly under static conditions. The ground-contacting module may have a first wheel rotatable about a first axis and a second wheel rotatable about a second axis, the second axis being non-colinear with the first axis.

In accordance with further alternate embodiments of the invention, the control loop may be configured so that fore and aft motion of the vehicle is controlled by fore and aft leaning of the support platform as affected by the subject.

Brief Description of the Drawings The invention will be more readily understood by reference to the following description, taken with the accompanying drawings, in which: Fig. 1 is a side view of a prior art personal vehicle lacking a stable static position in which the subject remains in a standing position thereon; Fig. 2 is a perspective view of a second prior art personal vehicle also lacking a stable static position in which the subject remains in a standing position thereon;

Fig. 3 is a side view of a personal vehicle having an independently suspended support platform in accordance with a preferred embodiment of the present invention; Fig. 4 is a block diagram showing generally the nature of sensors, power and control with the embodiment of Fig. 3; Fig. 5 illustra :es the control strategy for a simplified version of Fig. 3 to achieve balance sing wheel torque;

Fig. 6 illustra ces diagrammatically the operation of joystick control of the wheels of the embodiment of Fig. 3; Fig. 7 is a block diagram providing detail of a driver interface assembly; and

Fig. 8 is a schematic of the wheel motor control during balancing and normal locomotion.

Detailed Description of Specific Embodiments

Fig. 3 shows a simplified embodiment of a personal vehicle 100 having a drive platform 102 that is statically stable, at least on level ground 104. In addition to laterally disposed ground-contacting element 104 (only the right, or near, ground- contacting element is shown), one or more additional ground-contacting elements 106 are provided, additional ground-contacting element 106 having an axle 108 not coinciding with axle 110 of either of the other ground-contacting element.

While the term "wheel" is used in this application to refer to the ground-contacting elements of the vehicle, it is to be understood that this is without intent to limit the nature of the ground-contacting element that may be employed within the scope of the invention. It will be evident to persons of ordinary skill in the mechanical arts that clusters of wheels, arcuate members, tracks, or treads, to cite various examples, may be substituted for the wheels under appropriate conditions. Wheels 104 help to define a series of axes including the vertical axis

Z-Z, a lateral axis Y-Y parallel to the axis coincident with axle 110 of wheel 104, and a fore- aft axis X-X perpendicular to the wheel axis. The plane defined by the vertical axis Z-Z and the lateral axis Y-Y will sometimes be referred to as the "lateral plane", and the plane defined by the fore-aft axis X-X and the vertical axis Z-Z will sometimes be referred to as the "fore-aft plane". Directions parallel to the axes X-X and Y-Y are called the fore-aft and lateral directions respectively.

The distance between axle 108 and axle 110 establishes the wheel base of vehicle 100. The wheel base may range from zero to over ten times a representative size of each wheel, however the wheel base is preferably in the range of one-half to four times the size of wheel 104. The sizes of the wheels 104 and 106 may be equal in size as shown, or may be unequal in size.

Drive platform 102 is pivotally connected to a support platform 112 that supports an occupant of the vehicle. The occupant of the vehicle may be positioned in any position on the support platform, for example, the occupant may stand on the support platform. A handle 114, coupled to support platform 112, may be provided, along with a grip 116 so that the vehicle 100 of this embodiment may be operated in a manner analogous to a scooter. A control loop may be provided so that leaning of the subject results in the application of torque to one or more of wheels 104 and 106 about respective axles 108 and 110, thereby causing an acceleration of the vehicle.

Under normal operating conditions, support platform 112 may pivot freely about pivot 118 fixed with respect to drive platform 102. In an alternate embodiment of the invention, pivoting of support platform 112 with respect to drive platform 102 may be limited to the fore-aft plane containing the vertical and the direction of forward motion. Within the plane of motion, pivoting of the support platform may be limited by travel stops coupled to drive platform 102 or by compliant members such a s springs connecting drive platform 102 to support platform 112 at either or both of the fore and aft ends of the respective platforms. In a further alternate embodiment of the invention, support platform 112 may actively be driven by a rotary actuator 124 such as a motor. Under control of a control loop (discussed in detail below), the vertical balance of support platform 112 is maintained by driving support platform 102 in the forward or backward direction.

Drive platform 102 may also respond to the commands of the user. User commands may be actuated, for example, by the operator shifting his or her weight forward or backward, or to one side or the other. In an embodiment wherein the support platform may pivot in a lateral direction, side lean by the operator may be used to determine the direction and rate of turning. Alternatively, the operator my actuate commands by means of a user input interface device, such as a joystick or dial attached, for example, to grip 116. Appropriate force transducers may be provided to sense leftward and rightward leaning and related controls provided to cause left and right turning as a result of the sensed leaning. The leaning may also be detected by measuring the pivot angle of support platform 112. Additionally, the force on each wheel may be measured using ground force sensors. Similarly, the vehicle of this embodiment may be equipped with a foot- (or force-) actuated switch to activate the vehicle, in such a manner that the switch is closed so as to power the vehicle automatically when the subject stands on the support platform 112.

In an emergency condition, the control loop may fail to operate, such as would occur if power were to fail. When such a condition is detected, pivot 118 may be locked, thereby forming a rigid connection between drive platform 102 and support platform 112. Locking of pivot 118 prevents support platform 112 and the user supported by the platform from pivoting in the fore-aft direction. As long as vector 120 (which is the resultant of gravity and of the fore-aft acceleration vector) acting on center of gravity

122 of the occupied vehicle 100 is over the wheel base of drive platform 102, the occupied vehicle is stable and will not tip over. If pivot 118 were not to lock under these circumstances, support platform 112 would be free to pivot forward or backward and, absent the compensating movement of drive platform 102 under the control of the control loop, support platform 112 and the supported subject would lose vertical stability abruptly.

While a pivot 118 is shown for coupling drive platform 102 and support platform 112, the use of any flexible linkage in place of pivot 118 is within the scope of the present invention as described herein and as claimed in any appended claims. For example, in accordance with a further embodiment of the present invention, the flexible connection may couple drive platform 102 to support platform 112 by means of springs or pneumatic pistons so as to provide a flexible coupling in normal powered operating mode and to urge the platforms 102 and 112 into locked relationship in case power or control is interrupted. In accordance with yet a further embodiment of the invention, a solenoid is activated during ordinary operation that unlocks a friction brake. If current to the solenoid is interrupted, a mechanical spring displaces the friction surface in such a manner as to lock pivot 118.

In the block diagram of Fig. 4, a control system 51 is shown for controlling motor drives and actuators in the embodiment of Fig. 3 to achieve locomotion and balance. These include motor drives 531 and 532 for left and right wheels respectively, and pivot lock actuator 52, which may be present in certain embodiments of the invention. The control system has data inputs including user interface 561, pitch sensor 562 for sensing fore- aft pitch, and wheel rotation sensors 563. Pitch sensor 562 may be a sensor for measuring the inertial pitch (i.e., an angle with respect to gravity) of the support platform, or, alternately, a sensor for measuring pivot, i.e., the angle between the support platform and the drive platform.

A simplified control algorithm for achieving balance in the embodiment of the invention according to Fig. 3 when the wheels are active for locomotion is shown in the block diagram of Fig. 5. Plant 61 is equivalent to the equations of motion of a system with a ground contacting module driven by a single motor, before the control loop is applied. The operation of control loops as depicted in Fig. 5 is well known in the art of electromechanical engineering, and is outlined, for example, in Fraser & Milne, Electro-Mechanical Engineering, IEEE Press (1994), particularly in Chapter 11, "Principles of Continuous Control," which is incorporated herein by reference. In Fig. 5, T identifies the wheel torque applied by a wheel drive to one or more of the wheels. The character Z identifies the fore-aft inclination (the pitch angle of the vehicle with respect to gravity, i.e., the vertical), X identifies the fore-aft displacement along the surface relative to the reference point, and the dot over a character denotes a variable differentiated with respect to time. Alternatively, Z may identify the angle of pivot or the difference in weight supported by from and rear wheels. The remaining portion of the figure is the control used to achieve balance. The boxes 62 and 63 indicate differentiation. To achieve dynamic control to insure stability of the system, and to keep the system in the neighborhood of a reference point on the surface, the wheel torque T in this embodiment is set to satisfy the following equation:

T = K^Z+Z + K₂ + K^X+XJ + κ₄ The gains K„ K₂, K₃, and K₄ are dependent upon the physical parameters of the system and other effects such as gravity, while offsets Z^ and X₀ may be specified by the operating mode of the system, such as to limit the speed of the vehicle, or, alternatively, may be set by the user by means of a user input device. The simplified control algorithm of Fig. 5 maintains balance of the entire vehicle and also proximity of the vehicle to the reference point on the surface in the presence of disturbances such as changes to the system's center of mass with respect to the reference point on the surface due to body motion of the subject or contact with other persons or objects. For sustained locomotion of the vehicle, for example, K₃ may be set to zero, or X (or X₀) constantly reset. K₃ is set to zero to enable lean control of the fore-aft motion. If an external input device such as a joystick is used, the input device may be used to reset the desired position X₀. In order to accommodate two driven wheels instead of the one-wheel system illustrated in Fig. 5, the torque desired from the left motor and the torque desired from the right motor can be calculated separately in the general manner described below in connection with Fig. 11. Additionally, tracking both the left wheel motion and the right wheel motion permits adjustments to be made to prevent unwanted turning of the vehicle and to account for performance variations between the two drive motors.

A manual interface such as a joystick is used to adjust the torques of each motor. The joystick has axes indicated in Fig. 6. In operation of this embodiment, forward motions of the joystick is used to cause forward motion of the vehicle, and reverse motion of the joystick causes backward motion of the vehicle. A left turn similarly is accomplished by leftward motion of the joystick. For a right turn, the joystick is moved to the right. The configuration used here permits the vehicle to turn in place when the joystick is moved to the left or to the right. With respect to forward and reverse motion an alternative to the joystick is simply leaning forward or backward, since the pitch sensor (measuring Z) identifies a pitch change, provides an input, as amplified (and, more generally, as signal conditioned) by amplifier Kl (shown in Fig. 5), to the summer defining torque T to be applied to one or more wheels, thereby leading to forward or reverse motion, depending on the direction of lean. Alternatively, control strategies based on fuzzy logic can be implemented.

It can be seen that the approach of adjusting motor torques permits fore-aft stability to be achieved. In other words, stability is achieved dynamically, by motion of the components of the vehicle (in this case constituting the entire vehicle) relative to the ground.

Fig. 7 is a block diagram providing detail of an implementation of a driver interface assembly designated generally by numeral 273. A peripheral microcomputer board 291 receives an input from joystick 292 as well as from inclinometer 293. The inclinometer provides information signals as to pitch and pitch rate. (The term "inclinometer" as used in this context throughout this description and in the accompanying claims means any device, including accelerometers, pivot angle sensors, gyroscopes, ground force sensors, or any combination thereof, providing an output indicative of pitch or pitch rate, regardless of the arrangement used to achieve the output; if only one of the pitch and pitch rate variables is provided as an output, the other variable can be obtained by suitable differentiation or integration with respect to time.) To permit controlled banking into turns by the vehicle (thereby to increase stability while turning) it is also feasible to utilize a second inclinometer to provide information as to roll and roll rate or, alternatively, the resultant of system weight and centrifugal force. Other inputs 294 may also be desirably provided as an input to the peripheral micro controller board 291. Such other inputs may include signals gated by switches (knobs and buttons) for chair adjustment, in embodiments where a chair is provided, and for determining specialized modes of operation. Peripheral micro controller board 291 also has inputs for receiving signals from a battery stack 271 as to battery voltage, battery current, and battery temperature. The peripheral micro controller board 291 is in communication over bus 279 with the central micro controller board 272. Fig. 8 shows a control arrangement for the motors of the right and left drive wheels (corresponding to items 110 of Fig. 3). The arrangement has inputs of Z, , r_wl (linear velocity of the left wheel relative to the world coordinate system) and r_wr (linear velocity of the right wheel), in addition to directional inputs 3300 determined by joystick position along X and Y axes of a reference coordinate system. Inputs Z, , and error signals x and

(described below), subject to gains Kl, K2, K3, and K4 respectively, become inputs to summer 3319, which produces the basic balancing torque command for the wheels, in the general manner described above in connection with Fig. 5 above. The output of summer 3319 is combined with the output of yaw PID loop 3316 (described below) in summer 3320, then divided in divider 3322 and limited in saturation limiter 3324, to produce the left wheel torque command. Similarly, the output of summer 3319 is combined with the output of PID loop 3316 in summer 3321, then divided in divider 3323 and limited in saturation limiter 3325, to produce the right wheel torque command. In Fig. 8, a directional input along the X axis moves the reference coordinate system along its X axis relative to the world coordinate system (which represents the traveled surface), at a velocity proportional to the displacement of the joystick. A directional input along the Y axis rotates the reference coordinate system about its Z axis at an angular velocity proportional to the displacement of the joystick. It will be appreciated that motion of the joystick in the positive X direction is here interpreted to mean forward motion; motion of the joystick in the negative X direction means reverse motion. Similarly, motion of the joystick in the positive Y direction means leftward turning, counter-clockwise as viewed from above; motion of the joystick in the negative Y direction means rightward turning clockwise as viewed from above. Hence the directional inputs Y and X are given deadband via deadband blocks 3301 and 3302 respectively, to widen the neutral position of the joystick, then subject to gains Kll and K10, then rate-limited by limiters 3303 and 3304 respectively, which limit the angular and linear accelerations respectively of the reference coordinate system. The sum of these outputs achieved through summer 3305 becomes the reference velocity _rref whereas the difference of these outputs achieved through summer 3306 becomes the reference velocity _{l rtf}. These reference velocities are subtracted in summers 3308 and 3307 from compensated linear velocity input signals r_wl and r_{λ r} for left and right wheels (see description below in connection with Fig. 35 for these quantities) to obtain velocity error signals , and _r for left and right wheels within the reference coordinate system. In turn the average of these signals, determined via summer 3317 and divider 3318, produces a linear velocity error signal . Displacement error signal x is derived by integrating r_wl and r_wr in integrators 3310 and 3309, limiting the results in saturation limiters 3312 and 3311, and then averaging their outputs via summer 3313 and divider 3315. The difference between these displacements, determined via summer 3314, produces the yaw error signal 2. The yaw error signal 2 is run through a standard proportional-plus- integral- plus-derivative (PID) control loop 3316, the output of which is combined with the output of the basic balancing torque command of summer 3319, to produce the individual wheel torque commands, which cause the wheels to maintain fore-aft stability and also cause the vehicle to align itself with the axes of, and follow the origin of, the reference coordinate system as directed by directional input 3300.

The described embodiments of the invention are intended to be merely exemplary and numerous variations and modifications will be apparent to those skilled in the art. All such variations and modifications are intended to be within the scope of the present invention as defined in the appended claims.