Paper received: 28.2.2008 Paper accepted: 15.5.2008 Methodical Development of Innovative Robot Drives Ralf Stetter1* - Andreas Paczynski1 - Michal Zajac2 'University Ravensburg-Weingarten, Germany 2University Zielona Gora, Poland Strategies, methods, and tools which help design engineers in the development of complex mechatronic systems such as mobile robots are presented. The focus of this paper is a process for the interdisciplinary product development of these mechatronical systems. This process was developed and tested on the example of the product development of highly dynamic robot drives. The basis for this product development process is a streamlined (i.e. simplified) V-model, as it is known for managing software and mechatronical projects in official organizations. Advantages and disadvantages of a systematic procedure scheme are discussed and concrete recommendations are derived from the experience during the development of highly dynamic robot drives. The contribution of the paper is the reflection of a case study in the growing field of mechatronic design. The developed drive systems for mobile robots are aimed at a reduction of the complexity of drives for mobile robots. Such robots can be usedfor numerous tasks. The application of such mobile robots has already started with fully automatic lawn mowers and vacuum cleaners. © 2008 Journal of Mechanical Engineering. All rights reserved. Keywords: product development, mechatronics, methodical development, robot drives 1 INTRODUCTION The main characteristic of mechatronical products is the functional and/or spatial integration of subsystems from the engineering disciplines mechanical engineering, electrical engineering, and computer science. Innovative drive control systems for vehicles of all kinds have to combine the capabilities of subsystems of the different disciplines in order to achieve current performance objectives. However, even if the term mechatronics is now used for some years and even if elaborate methodologies for structuring the development of mechatronical products were generated, still little support is given to the individual engineer or manager. In this paper a product development process is analyzed in detail and concrete recommendations and hints for the content oriented planning and control of development processes of mechatronical products is presented. These recommendations and hints are based on the V-model for mechatronical products but their focus is on pragmatic answers and solutions for individual engineers or managers of small development teams. One type of vehicles with high market potential are mobile robots which have been developed and researched in academia for decades but which still have not be able to achieve the expected market success. Such mobile robots could potentially influence and assist nearly every area of human life, starting from household tasks to the support of physically impaired persons. It can be hypothesized that a main obstacle for the success of mobile robot is still their complexity and susceptibility to external conditions. The content of the product development process that was analyzed in the presented research work is the development of a highly dynamic robot drive. This drive is aimed at simplifying mobile robots and by this to enhance their robustness. 2 BACKGROUND REVIEW In this section the V-Model as the most prominent methodology for developing mechatronic products is discussed in detail. 2.1. Introduction A process model can be defined as a flow model used by professionals such as engineers and design managers as a tool assisting the management and organization of their systems or processes. In the field of engineering, for example, process models have been extensively used by engineers for their product or system development in order *Corr. Author's Address:University Ravensburg-Weingarten, Department of Mechanical Engineering, Postfach 1261, 486 88241 Weingarten, Germany, stetter@hs-weingarten.de to achieve more manageable and organized development processes. In a process model, the whole development process is decomposed into several single activities. Each of these single activities has its own logical sequences and the responsible person or department. Hence, the development process can be more transparent and controllable. Many types of process models are available for engineering product or system development. The examples of these process models are like VDI 2221: "Methodology for development and design of technical systems and products" and VDI 2422: "Design procedure for mechanical devices with microelectronics control". For mechatronics system development, a process model called V-model is suitable and generally the recommended one. 2.2 The V-Model as Process Model for Mechatronics System Engineering The V-model is a graphical representation of the system development lifecycle. It was adopted by Germany federal administration to regulate software development processes in 1997. After considerable adoption and modification, the V-model has been suggested by VDI Guideline 2206 as a "Design methodology for mechatronical systems" [34], [16] and [17]. Several researchers report current endeavors to apply and optimize this methodology for the product development of different mechatronic systems [1], [2], [6] to [9], [21] and [24]. Nowadays, the V-model has become a standard process model for mechatronic system development in many industrial companies. The V-model was chosen to be used in mechatronics system or product development because of its structure. As stated above, mechatronics is an interdisciplinary engineering discipline that combines essential elements or knowledge of mechanical engineering, electrical engineering, and computer science. In the mechatronics product or system development process, communication between the engineers is very essential in order to avoid misunderstanding in the product or system that is being developed. By using conventional process models for respective engineering disciplines, problems may occur in the last stage of the development processes since there is no interconnection between each section of the design. So unlike the conventional process model for mechanical, electrical, and computer science that have their own approach, the V-model organizes the development process by first working in the system level before splitting it into the respective disciplines for further concretizing. The developed product or system then will be integrated level by level. The validation and verification processes are done simultaneously with the integrating process to make sure that the product or system for each engineering discipline is suitable and compatible with each other. Hence, the V-model helps each engineer involved in the development process to have a rough idea about the whole product or system that is being developed before the individual engineers start working in their domain-specific level. 2.3 The General Structure of a V-Model Generally, the V-model can be divided into three main sections and is always described in V shape. It consists of the System Design at the left side, the System Integration at the right side and the Domain-specific Design at the tail of the V-model. Figure 1 shows the general structure of the V-model. The first step in designing using the V-model is by providing the requirements list of the system as shown at the top left side. A requirements list provides the specification or information about that particular product or system that is being developed. A requirements list also forms the measurement basis on which the later product is to be assessed. Based on the requirements list, a cross-domain principle solution that describes the main physical and logical operating characteristics is established. This stage of development is called System Design. At this stage, the overall function of that system is divided into several chunks called sub-functions. Each sub-function is assigned with a suitable operating principle or solution. On the basis of this jointly developed solution, further concretization takes place in the Domain-specific Design stage which is generally done separately between the domains involved. A thorough calculation, drawing, analysis, or simulation is carried out at this stage according to the respective domain. At the System Integration stage, results from the individual domains are integrated. Relations Fig. 1. General structure of the V-model [34] between sub-functions are taken into account as well as the verification and validation processes to assure product functionality, performance, quality, and economic value. The verification and validation processes are very important in order to make sure that the right product is being developed in the right way. The final result of the V-model is the mechatronical product of the developed system that is shown at the top right side. 2.4 Development Methodology of Mechatronics Systems According to the Guideline VDI 2206 The development methodology of mechatronical system according to the guideline VDI 2206 consists of two procedure schemes: ■ the general problem-solving cycle on the microlevel, and ■ the V-model on the macro-level. In this regard micro-level can mean sequences of proceeding steps lasting from few hours up to some months. In any case these sequences do not reflect the complete design of a mechatronical product but a specific problem within this product development. The notion macro-level names sequences of proceeding steps aimed at the complete development of a product or at least a major sub-system. Problem-Solving Cycle as a Micro-Level The VDI 2206 provides a general procedure for process steps on the micro level or methodology known as 'Problem-Solving Cycle'. It originates from systems engineering [13] as a guideline for a systems developer or engineer to be used during the problem solving processes along the development process of mechatronics system. This 'Problem-Solving Cycle' can be applied as a microlevel in the development process and is intended in particular to support the product developer engaged in the process to work on predictable, and consequently plan able subtasks, but also to solve suddenly occurring, unforeseeable problems. Figure 2 shows the organization of the 'Problem-Solving Cycle' according to [13]. The 'Problem-Solving Cycle' contains several stages: ■ The stages 'situation analysis' or 'adoption of a goal' are the initial stages of the 'Problemsolving Cycle'. The procedure to be chosen is based on the situation whether an existing structure is taken as a basis or an ideal concept is at the forefront. ■ The aim of the stage 'analysis and synthesis' is to find out several alternative solution variants. This is achieved by an alternation between synthesis steps and analysis steps. ■ In the 'analysis and assessment' stage the properties of the individual variants of a part solution or an overall solution are analyzed on the basis of the requirements imposed on them. Furthermore the assessment of the solution variants takes place on the basis of the assessment criteria defined during the Procedure based on actual state (existing structure is taken as a basis) initiation Procedure based on desired state (ideal concept is at the forefront) initiation Fig. 2. The Problem-Solving Cycle [13] and [34] Fig. 3. Running through a number of macro-cycles [34] formulation of a goal and search for a solution. The result of the assessment is a proposal or recommendation for one or more alternatives solutions. In the 'decision' stage a decision is made for the further development process whether the solutions are satisfactory or not. In the case that the solutions are not satisfactory, prior stages have to be repeated. ■ The planning the further procedure or learning is aimed at a continuous improvement cycle. The V-Model as a Macro-Level The VDI 2206 has recommended the usage of the V-model as a generic procedure (Macro-Level) for designing mechatronical systems. The general structure has already been discussed in Section 2.3. It is important to note that even on the macro level the V-Model does not necessarily represent the whole development process. On the contrary, a complete development process might consist of several re-runs of the V-model with increasing product maturity. This characteristic is highlighted in Figure 3. 3 DESIGN PROJECT In the analyzed development of a mechatronical product an innovative drive system for mobile robots was to be developed and built. Mobile robots and their drive systems have been successfully developed and built for some years [4], [5], [14], [18], [30] and [36]. The distinctive quality of this design project is the highly dynamic drive system. The innovative drive system that is already registered as a patent is based on the concept to use the torque of drive motors (more exactly the torque differences between wheels) to steer four independent axes of a robot. The principal design of a mobile robot with the developed drive system is shown in Figure 4. The example robot consists of four drive motors which are fastened on arms that may freely rotate. These arms have no drive or brake, only an angle encoder is attached at the end of each axle. These angle encoders measure the angle of the Fig. 4. Principal Design motor and the wheel with regard to the robot platform. The distinct characteristic of the innovative drive system is the absence of dedicated steering motors. By means of angle encoders applied at the four steering axes and highly dynamic control algorithms it is possible to steer the robot only by means of the four drive motors (compare Fig. 5). Each of the wheels on the short axle can be directed into the desired position by means of the torque applied on the wheel. This could take place sequentially for each individual wheel but also simultaneously, if the control allows different torque on all wheels. This characteristic allows simpler and simultaneously more robust mobile robot concepts. It is also a main advantage of this concept that the resulting robot is able to drive directly in any direction without time and space consuming turning maneuvers. Furthermore, a robot based on the dynamic drive system is able to turn around its own centre. This characteristic is very important if cameras or other equipment are mounted on the robot which can only be used in a certain orientation. The innovative dynamic drive system shares these advantages with Omni drive systems [5], but has reduced friction as well as easier controllability and offers the possibility to determine an exact position and orientation from an analysis of the angles of the steering axes and the angles of the drive wheels. Another intended characteristic of the developed prototype is the exclusive use of standard, state of the art components and interfaces, such as CAN Open. An application example as service robot is shown in Figure 6. The robot was realized in the University workshop and is currently being tested and improved (Fig. 7). Fig. 5. Individual adjustment of the steering angle Fig. 6. Dynamic drive robot (application example) 4 INSIGHTS In this section, concrete recommendations in the form of strategies, tools, and rather mundane hints for the development of mechatronical products are derived from the experience made in the development of the dynamic robot drive. This section is structured according to the V-model described in section 2 (Fig. 1). The first subsection deals with the planning and control of the whole development process. 4.1. Planning and Control of the Process Obviously, milestones and objectives on the system level can only be met, if the development process of a mechatronical product is planned and controlled on an interdisciplinary system level. This interdisciplinary planning and controlling can be considered the main challenge in mechatronical products. Theoretically, one could argue that the content of the tasks is not as important when planning and controlling those tasks on the abstract system level and that therefore the difference between a conventional product and a mechatronical, interdisciplinary system is not as important. However, in the project the sensible sequence of the different tasks of the different systems proved to be a difficult and crucial endeavor. In any product some subsystems influence many other subsystems (active subsystems) while other subsystems are mainly influenced by other subsystems (passive subsystems). This influence is not limited to the different disciplines. For instance, the decision for drive motors (brushless) required certain motor control systems. A well known method aimed at identifying the degree of influence of certain Fig. 7. Prototype of the robot influence on Which subsystems have an influence on which E