Segmented Stair-Climbing Wheel Design
Segmented Stair-Climbing Wheel Design
Abstract
The article describes the process of development of an essentially new wheel suitable both for moving on flat ground and
for travelling on stairs. The stair-climbing wheel is composed of rotary circular segments arranged around a shared carrier
with arms to form a complete circular profile of the wheel adapted for moving on flat ground; for travelling on stairs,
individual segments are rotated by an appropriate angle to touch down tangentially on the stepping surface of the stairs.
The dimensions of individual segments, the centre of rotation of individual segments and the angle of their partial turn have
been chosen so that the length of the arc along which the circular segment rolls is equal to the length of the stepping
surface of an average stair, and, at the same time, the circular segment touches down tangentially on the stepping surface
while the wheel turns around the edge of the previous segment. Using the rotation angle of the turnable segments, the
wheel can be adapted to the height of non-standard stairs. The segments can be inclined in both directions for bidirec-
tional movement of the wheel up and down the stairs. An undercarriage equipped with these wheels can be used in the
field of exploratory robots and for the transportation of persons and materials on stairs.
Keywords
Locomotion, mobile robot, mechanism design, conceptual design, stair-climbing wheel
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2                                                                            International Journal of Advanced Robotic Systems
                                                                     Conceptual design
Figure 3. Logarithmic spiral wheel for the stair-climbing vehicle.   Such opposing technical requirements can be approached
                                                                     using TRIZ (the Russian acronym for the Theory of Inven-
mechanism and wheels on some kind of mechanical legs                 tive Problem Solving) methodology and its tools for sol-
was introduced in Chocoteco et al.20 Although technical              ving technical contradictions: heuristic principles27 built
solutions utilizing polymorphous and deformable wheels21             based on an analysis of a large quantity of patented tech-
are used, these usually find applications only as research           nical solutions in various fields, and summarized in the
projects. The last group of principles is based on wheels            so-called Altshuller’s table. Altshuller’s table can be used
with solid protrusions; although such wheels are able to             to formulate and overcome technical contradictions based
move on stairs and over obstacles, their movement on flat            on problem categorization in 39 categories that should be
ground is too ‘bumpy’. The best results for the movement             resolved; for example, the shape of the wheel should
on stairs are shown by wheels with protrusions shaped as a           be circular as well as having protrusions; complexity of
logarithmic spiral 5, as illustrated in Figure 3, where the          the device leads to larger dimensions; and complexity of
centre of wheel 1, while rolling over the stepping surface 4         the device increases energy losses. In order to solve such
of the stair, moves at least partially along a line 6 in the         contradictions, the table offers 40 innovative principles
stairs’ rising direction, and therefore the movement is very         for resolving any given technical contradiction. The fol-
smooth.22 Protrusion 2 can be covered using auxiliary cir-           lowing principles follow from recommendations based on
cular segment 7 for moving on the flat ground, as shown in           Altshuller’s table:
Figure 3 on the right.
   The wheel with rigid protrusions is also introduced in              Principle 1 – segmentation, that is, the division of the
the contribution of Castillo et al.23 and solution of a wheel             circle of the wheel to the individual segments.
with flexible protrusions can be mentioned as an example               Principle 5 – merging, that is, merging areas used for
in Eich et al.24 Interesting solution of the ‘bumping’ prob-              rolling on flat ground and rolling up the stepping
lem, introduced in Pan et al.,25 is a foldable wheel that                 surfaces of the stairs in a single body.
consists of two incomplete wheels on arms; these two                   Principle 6 – universality, that is, the use of the same
wheels form protrusions necessary for moving on stairs and                objects for rolling on flat ground as well as for rolling
can be folded up into one circular wheel to move on the flat              on the stepping surfaces of the stairs.
surface. The hybrid platform Quattroped, mentioned above
in Chen et al.,19 belongs also to this group of the foldable         Based on these recommendations, the circle was divided
wheels. The transformation mechanism of this wheel com-              into segments installed as turnable segments on the arms of
bines two half-circles as a leg with the two degrees of              the carrier; when travelling on stairs, these segments would
freedom in case of stair-climbing and it can combine these           allow reconfiguration to obtain a shape approaching the
half-circles also as a circular wheel. The well-done com-            requirement for the wheel rolling on solid protrusions (see
parison of various stair-climbing principles including their         Figure 4 on the left); for movement on flat ground, the
stability analysis is carried out in Tao et al.26                    circular segments form a perfect and full circle (see Figure
                                                                     4 on the right).
                                                                        However, identification of the basic principle of the
                                                                     solution for a wheel travelling on stairs – segmentation
Synthesis of a wheel with circular
                                                                     of the circular shape in multiple turnable circular seg-
turnable segments                                                    ments – is only the beginning of the technical solution.
The new solution seeks to remove the disadvantages of                The purpose is to find such a kinematic structure of the
existing solutions, particularly the structural complexities         wheel that will enable the circular segment to touch down
and energy demands, in short, to adapt a simple wheel for            tangentially on the stepping surface of a standard stair
smooth movement also on stairs. Clearly, these are quite             while the wheel turns around the edge of the previous
4                                                                          International Journal of Advanced Robotic Systems
segment. Dimensions of individual segments, the centre         Figure 5. Calculation scheme of the geometric analysis.
of rotation of individual segments and the angle of their
partial turn must be such that the length of the arc along     Geometric analysis of the wheel mechanism
which the circular segment rolls is equal to the length of
the stepping surface of an average stair. The wheel can be     An ideal number of circular turnable segments will follow
adapted to the height of the stairs using the angle of         from the geometric analysis of mutual positions of the
partial turn of the turnable segments. This technical solu-    partially turned segments towards the standard stair. The
tion of the wheel provides advantages both for movement        standard dimensions of the stair are a riser height of 170
on flat ground where the wheel exhibits an ideal circular      mm and tread width of 290 mm according to the so-called
shape, disturbed only by possible transitions between the      average stair according to the Czech national standard
segments, and for travelling on stairs where a suitable        ČSN 73 4130 ‘Staircases and Inclined Ramps’, which
choice of the segment’s angle provides motion with only        specifies the design of staircases and inclined ramps as
a little swaying. The segment’s turn angle can be con-         footpaths. Considering that the ideal number of segments
trolled using a suitable control algorithm based on the        is unknown at this moment, the kinematic structure of the
measurement of the stair dimensions using sensors. In          wheel with three circular segments is used for the deriva-
terms of smoothness of the movement on stairs, it would        tion (see Figure 5).
be better if the contact area of the turned segments on            The purpose of the analysis of the geometric conditions
which the wheel rolls on the stairs could have the shape       is to calculate the distance v that must correspond to the
of a logarithmic spiral, which is advantageous for the         stair height of 170 mm and to calculate the length of the
movement of the wheel centre along a line parallel to the      rolling curve L that must correspond to the stepping
staircase inclination, but the circular shape also provides    length of the stair of 290 mm for two variable parameters
a very smooth movement along stairs with a deviation of        of the segment: distance d of the segment rotation axis
the wheel centre position from the line of the order of        from the wheel centre and the partial turn angle of the
millimetres. The issue of synthesis of such a wheel gives      segment . The number of segments is defined by the
rise to the following basic unknowns:                          variable s. The control circle of the segment is defined
                                                               by the points A; B and C of each segment. Segments 2
    number of turnable segments;                               and 3 according to Figure 5 are used to calculate the
    position of the segment rotation axis – symmetric or       height v and the length of the rolling curve L. Transfor-
       asymmetric;                                             mation matrices between the global coordinate system
    suitable distance of the segment rotation axis from the     GCS and local coordinate systems LCS2 and LCS 3 of
       wheel centre;                                           segments 2 and 3 are used to calculate the positions of
    the range of diameters of the wheel for the given number   the points A 2 ; B 2 and C 2 as well as A 3 ; B 3 and C 3 . The
       of segments;                                            Denavit–Hartenberg principle was conveniently used for
    optimal diameter of the wheel for the smallest sway        the placement of the local coordinate systems and for the
       amplitude while travelling on stairs;                   setup of the transformation matrices. Then the homoge-
    implementation of the inner mechanism for partial          neous transformation matrix Tb2 between the global
       rotation of the segments and the related number         coordinate system GCS and the local coordinate system
       of drives.                                               LCS 2 has the form
Mostyn et al.                                                                                                                                5
                                             2                                                                    3
                                            cðSÞ  cðÞ  sðSÞ  sðÞ    cðSÞ  sðÞ  sðSÞ  cðÞ   0 d  cðSÞ
                                          6 cðSÞ  sðÞ þ sðSÞ  cðÞ      cðSÞ  cðÞ  sðSÞ  sðÞ   0 d  sðSÞ 7
                                          6                                                                       7
                                  Tb 2   ¼6                                                                       7                        ð1Þ
                                          4             0                             0                1     0 5
                                                             0                        0                0      1
where the goniometric function sinðSÞ and cosðSÞ are                           where r is the radius of the wheel. Segments 2 and 3 will be
abbreviated as sðSÞ and cðSÞ, respectively, to shorten the                     used to calculate the distance v and the length of the arc L
expression. The angle variable S is the angle of rotation of                   for various numbers of segments, as illustrated in Figure 5.
the local coordinate system LCS 2 against the global coor-                     Then the following equations can be applied to the homo-
dinate system GCS at  ¼ 0 (all segments form circular                         geneous coordinates of the points of segments 2 and 3
wheel), so S can be expressed as                                               expressed in the reference coordinate system GCS.
                                    p  ð3s  4Þ                                   A 2 ¼ Tb2 :A22      B2 ¼ Tb2 :B 22   C 2 ¼ Tb2 :C22     ð7Þ
                         S ¼                                             ð2Þ
                                         2s
                                                                                   A 3 ¼ Tb3 :A33      B3 ¼ Tb3 :B 33   C 3 ¼ Tb3 :C33     ð8Þ
where s is number of segments, here s ¼ 3. Angle  is the
angle of rotation of the segment, d is distance between the                       Based on the calculations of positions of the points A2 ,
segment rotation axis and the centre of the wheel and wheel                    B2 and C2 of the second segment in global coordinate
radius is r. The homogeneous transformation matrix Tb3                         system, the position of the centre S2 of the arc of this
between the global coordinate system GCS and the local                         segment is calculated, as well as the position of the inter-
coordinate system LCS 3 has the form                                           section point P of the line between the points A3 , S2 and
                    2                                            3             the circle given by the points A2 , B 2 and C 2 . Finally the
                        sinðÞ            cosðÞ         0   0
                  6  cosðÞ              sinðÞ         0 d 7                length L of the arc between the points A2 , B2 and P is
                  6                                           7
            Tb3 ¼ 6                                           7          ð3Þ   calculated based on expression of the angle between the
                  4    0                     0           1 0 5
                                                                               vectors ½S 2 P T and ½S2 A2  T .
                              0              0           0 1
                                                                                  However, the task of the wheel dimensions synthesis,
    The homogeneous coordinates of the points A 2 , B2 and                     finding the radius r, a suitable distance d of the segment’s
C 2 of the segment 2, as well as the coordinates of the points                 turning centre from the wheel axis and a suitable angle ()
A3 , B 3 and C 3 of the segment 3, expressed in their local                    of the segment’s rotation is an inverse task. We know the
coordinate systems LCS 2 and LCS 3 are fixed; they are                         normalized height of the stair riser v ¼ 170 mm and the
indexed as A 22 , B 22 and C22 and A33 , B33 and C 33 , respec-                normalized stepping length (tread width) L ¼ 290 mm,
tively, and can be expressed as                                                and we need to obtain the range of possible wheel dimen-
                                   2    0 1       3                            sions D ¼ 2r, for which there is at least one solution for the
                                          p                                    pair of d and  that satisfies the given condition, and more-
                               6 r  cos@ A  d 7
                               6           s      7                            over, does so for various numbers of segments s. An
                               6                  7
                               6            0   1 7                            attempt at designing an analytical solution and at creating
                               6                  7
                               6             pA 7
                A 22 ¼ A 33   ¼6            @     7                      ð4Þ   inverse functions of individual relationships would lead to
                               6   r  sin       7
                               6              s   7                            expressions that are too large and difficult to solve. Given
                               6                  7
                               6                  7                            that this is a typical optimization task, an iterative heuristic
                               4         0        5
                                                     1
                                                                               optimization method was used to solve this task, pro-
                                                                               grammed in Matlab; for the chosen number of segments s
                                   2             3
                                       rd                                     and for the chosen wheel diameter D ¼ 2r, this method
                               6         0       7                             seeks all combinations of the pair of the d and  parameter
                               6                 7
                B 22 ¼ B 33   ¼6                 7                       ð5Þ   values in the chosen intervals of d ¼ hd min ; d max i and
                               4         0       5
                                         1                                      ¼ h min ;  max i, for which the minimum of the target
                                   2    0 1     3
                                                                               function F obj approaches the zero value. The target (objec-
                                          p                                    tive) function in the form
                               6 r  cos@ A  d 7
                               6          s     7
                               6
                               6
                                                7
                                                7                                            F obj ¼ ðv  170Þ 2 þ ðL  290Þ 2             ð9Þ
                               6          0   1 7
                               6            pA 7
                C22 ¼ C33     ¼6          @     7                        ð6Þ   was conveniently created as a quadratic functional of the
                               6 r  sin        7
                               6            s   7                              deviations of v and L from the desired values, for which the
                               6                7
                               6                7                              method converges to a solution very well and rapidly. At
                               4         0      5
                                                                               first, we tried to obtain a solution of the wheel with three
                                                     1
6                                                                             International Journal of Advanced Robotic Systems
                                                                Figure 10. The course of wheel centre x and y positions while the
                                                                wheel rolls on stairs in MSC ADAMS.
Simulations
Finding the optimal wheel diameter is a further step and is
based on the evaluation of the quality of movement on
stairs and on the amount of swaying by the vehicle while
travelling on stairs. To answer this question, simulation-
based verification of the behaviour of various wheel dia-
meters in the given range while travelling on stairs was
undertaken in the software MSC ADAMS (multibody
dynamics simulation software by the MSC Software Corp.)         Figure 11. Evaluation of the deviation of the wheel centre from a
that can suitably model the contact of individual wheels        line; S3 and S4 are the sums of the squares of the differences for
                                                                three-segment and four-segment wheels, respectively.
with standard stairs. The segmented wheels of various dia-
meters, with three and four segments, were rolled concur-
rently on stairs, and the trajectory of the centres of          height of 170 mm and the tread depth of 290 mm of the
individual wheels and its deviation from the ideal move-        stair, and the offset value 1180.8 mm was calculated using
ment along a line were evaluated. The arrangement of the        optimization method based on the ordinary least squares
simulation experiment is shown in Figure 9.                     method and minimization of the sum of the squares S3 and
    The course of the simulated trajectory of a wheel’s cen-    S4 of the vertical differences between measured value and
tre with four segments and with the diameter D ¼ 410 mm,        reference line values for the 3 and 4 segments, respectively.
while travelling on stairs, is illustrated as an example in     Based on the values of these sums of vertical differences
Figure 10.                                                      squares, various wheels diameters were also compared, and
    The course of the simulated trajectory exhibits certain     the results are shown in Figure 11.
swaying while travelling on stairs; however, this swaying          The simulation results indicate that the best results are
motion is relatively small as apparent, reaching maximum        provided by the wheel with four inclinable segments, with
difference about 20 mm in the direction of the vertical         the wheel diameter D ¼ 430 mm with simulated maximal
axis y from the reference line y ¼ 0:586x þ 1180:8. The        deviation about 14 mm. Wheels with three segments are
parameters of this reference line were obtained by comput-      also satisfactory, and the best result is provided by the
ing the stairs slope value 0.586, that is defined by the rise   wheel with the minimal feasible diameter D ¼ 304 mm,
8                                                                            International Journal of Advanced Robotic Systems
Figure 12. Travel of the testing undercarriage on stairs.        Figure 14. Processed coordinates of points while travelling on
                                                                 stairs.
                                                                         ORCID iD
                                                                         Vladimir Mostyn    http://orcid.org/0000-0002-2588-0804
                                                                         Vaclav Krys   http://orcid.org/0000-0002-4840-6961
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