1. Introduction
Exploring places beyond Earth, such as the surface of other planets, is key to unveiling some of the secrets of the universe. However, due to the current limitations in transporting humans to other planets, as well as the hostile conditions outside Earth, the use of automated vehicles—commonly known as rovers—arises as a practical solution. These vehicles are nowadays capable of carrying scientific instrumentation to many extraterrestial places. Nevertheless, the use of rovers entails a series of limitations and difficulties. On one hand, direct commanding is limited by the latency present in communications when the rover is placed on another planet. For example, any two-way messages from ground stations on Earth to a rover on the Martian surface can suffer a latency between 5 and 40 min [
1]. This fact prevents the use of direct teleoperation. Thus, autonomous rovers are desired so as to maximise the scientific return from their exploration missions. On the other hand, other planets and satellites present extreme environments, where there are surfaces with multiple shapes and terrains with diverse composition. They present a challenge to the rover locomotion subsystems—any miscalculation in the planned traverse may result in the rover being harmed or even entrapped [
2]. For this reason, both the availability of proper locomotion systems and the capability to make better use of them, depending on terrain conditions, are crucial to developing a fully autonomous rover.
Towards maximising rover mobility, a lot of research has been carried out with the aim of providing rovers the capability to traverse multiple types of terrain.
This is key to overcoming traversability problems as well as to optimise the traverse in a larger variety of terrains. This can be done by means of defining, for the same rover, various locomotion modes, that is, methods to interact with the terrain to make it advance. Depending on the dynamics of these modes, they will be more suitable for certain terrains than others. This is translated into the need of using rovers capable of reconfiguring their locomotion, instead of those restricted to a single locomotion mode. In this way, reconfigurable rovers can take the best out of their multiple locomotion capabilities to adapt better to a wider range of terrains. For example, the usual locomotion mode (called normal driving), based on driving with the rolling motion of the wheels, may be complemented by other modes such as the push-pull method introduced by Creager et al. [
3], also called wheel-walking. This mode consists on making the vehicle deploy and retrieve its wheels, producing a motion that resembles the one used by inchworms. In this way, push-pull can compact soft terrains in those cases where usual driving would be inefficient or even useless, increasing the drawbar pull as result. Other authors [
4] proposed the use of two new locomotion modes called rolling and peristaltic modes. The first one configures the rover to enhance the locomotion performance on slopes, and the second one performs a motion similar to worms, that is, moving the rover body ahead using the rover legs in a cyclic gait where each pair of wheels is moved meanwhile the other pair of wheels remains braced to the ground.
A more recent study by Fujiwara and Iizuka [
5] reinforces this statement, analyzing the augmentation in the resistance force of the terrain due to the soil being bulldozed. Furthermore, since the use of active articulated legs can also help to thrust rovers on loose soil, as demonstrated in Reference [
6], the combination of them along with wheels introduces new possible locomotion modes [
7,
8,
9,
10]. Such combination, together with a rocker-bogie kinematic configuration, is present in the ExoTeR (Exomars Testing Rover). It is an experimental prototype, owned by the European Space Agency (ESA), that serves as a scaled version of the rover that is intended to be sent during the ExoMars 2020 mission [
11]. One of its main particularities is the placement of motors on top of its legs, making the ExoTeR capable of deploying and retrieving its legs and augmenting, as result, its performance on loose soils as well as on certain inclined terrains [
12]. Some simulations and real experiments about the real ExoMars rover were carried out in Reference [
13]. In this paper, a wheel walking motion was introduced. It consisted on moving a pair of wheels (left and right wheel) from front to rear and vice versa. They demonstrated, in a simulation environment, that the rover was able to climb slopes up to 25
using wheel-walking instead of 18
with normal driving. The use of simulation environments to test and validate rover structures and performance have been widely used. As another example, apart from the previously mentioned paper, Thomas Thueer et al. [
14] used the performance optimization tool (POT) to optimise the rover structure based on different parameters.
Although the benefits of employing reconfigurable rovers have been stated, the capability to better adapt to the existing terrain conditions in an autonomous way, that is, to decide the proper locomotion mode to use at each situation, demands the use of onboard sensory systems. In this way, the absence of prior knowledge about the extraterrestial environment [
15] is compensated, making the rover react better to the surface changes and also to predict its features. For example, by means of the camera sensors the slip ratio can be determined [
16,
17]. Besides, the use of proprioceptive sensors enhances the characterization of the terrain, registering readings about inertia and vibrations [
18]. Therefore, the use of sensors play an important role in the definition of vehicle-terrain parameters, which is enhanced with the combined use of dynamic terramechanic models [
19]. In this way, the effectiveness of the locomotion mode employed could be determined by analysing the impact of these parameters on navigation measurements, such as the traversed distance and/or the power consumption. This approach offers a valid criteria that can be used by the rover to decide the best locomotion mode.
This paper provides two main novelties. The first is a deep study of two locomotion modes that would be used in reconfigurable rovers—normal driving and wheel walking. A comparison between both locomotion modes has been carried out in a simulation environment, providing information to decide the best locomotion mode from simplified terramechanic parameters such as the rolling resistance, slip ratio and slope. All of them could be derived from the rover proprioceptive sensors. The second novelty is related to the slip estimation during the execution of the wheel walking locomotion mode. In this sense, the paper presents a novel slip ratio estimator based on the acceleration of a wheel train. Its performance is analysed in the simulation environment, providing promising results.
The structure of this paper is as follows:
Section 2 describes the interaction between the rover and terrain, modelled according to certain terramechanic parameters, the rover slip estimator during wheel walking is presented in
Section 3. Finally, a simulation environment is used to perform a comparison between both locomotion modes and the performance of the slip ration estimator. The simulation environment is explained in
Section 4 and obtained results are shown in
Section 5. A set of conclusions and future works are explained in
Section 7.
This paper performs a dynamic and kinematic analysis of two locomotion modes that would be used in reconfigurable rovers: normal driving and wheel walking. It is explained in
Section 2, describing the interaction between the rover and terrain, modelled according to certain terramechanic parameters that can be derived from the rover proprioceptive sensors. In order to choose the best locomotion mode, the rover slip needs to be known, even during the execution of the wheel walking locomotion mode. So,
Section 3 presents a novel slip ratio estimator based on the acceleration of a wheel train during the
wheel-walking. A simulation environment is used to perform a comparison between both locomotion modes and the performance of the slip ratio estimator. The simulation environment is explained in
Section 4 and the obtained results are shown in
Section 5. Used materials, including an open source code repository are explained in
Section 6. Finally, a set of conclusions and future works are explained in
Section 7.
2. Reconfigurable Rover-Terrain Interaction Model
The interaction between rover wheels and terrain has been widely studied, providing complex equations to model the behaviour of the wheels during a rover traverse [
20,
21,
22]. However, the aim of this paper is not going deeper on complex models, but using sensory measurements that would provide meaningful information about the wheel traction over a particular terrain. In this sense, several authors [
23] simplify the wheel-terrain interaction using two parameters: rolling resistance (
) and slip ratio (
). The rolling resistance represents the opposed force to the wheel motion, which is related to the wheel and terrain adhesiveness and friction. As explained in Reference [
24], the rolling resistance is mainly caused by the hysteresis in the wheel used materials, friction between the wheel and the terrain caused by sliding. This parameter has been simplified to Equation (
2) as proposed by several authors [
25,
26,
27]. On the other hand, the wheel-soil interaction causes soil compression. Thus, the distance the wheel advances will be less than it is when free rolling. This effect is commonly called a slip. Therefore, the slip ratio has been defined as the relation between the ground truth and wheel speed [
13,
24,
28] which can be expressed as (
1) It is commonly used to represent a second parameter that provides information about the wheel terramechanics.
In these equations, is the linear velocity of the wheels, is the ground-truth velocity of the rover body, is the rolling resistance contrary force and is the normal force, that is, the force the wheel exerts over the ground.
2.1. Locomotion Modes
During the traverse of a rover, the wheels’ traction would be completely different if the soil is loose or compact. Depending on the terrain features, a reconfigurable rover would be able to adapt its locomotion mode to it, improving traction and power consumption. An example of a reconfigurable rover is the European Space Agency (ESA) Exomars 2020 rover [
29], which has a 6 × 6 × 6 drive configuration, composed of 6 wheels, 6 wheel walking/deployment joints and 6 steering joints. It allows the rover to perform several locomotion modes by the combination of the wheel walking joints and the wheels. This paper proposes the use of two locomotion modes whose dynamics are explained below.
2.1.1. Normal Driving
Normal driving represents the common locomotion mode for ground vehicles based on not legged wheels. Wheel walking joints remain locked and the drawbar pull is generated by the wheel motion.
Figure 1 depicts this locomotion mode for the
i wheel of a rover equipped with
n wheels, and a slope
in the XZ plane. The wheel, with radius
r, is located in
, while the walking joint, with length
l, is located in
. A motor is attached to the wheel, which generates a torque
that induces an angular motion
. Taking into consideration the slip (
1), the drawbar pull force that is transmitted from the wheel can be calculated as:
On the other hand, the velocity of the wheel can be expressed as:
where the linear velocity of the wheels
can be defined as:
Therefore, according to D’Alembert principle [
30], the linearised normal driving dynamics for the wheel
i can be represented as:
Starting from the left, the first term is related to the wheel moment of inertia
and the vehicle mass
, the second term is the rolling resistance (
2) and the last term includes the vertical component of the gravity vector, parallel to the
Z axis. Slip
is considered an effect that reduces the transmitted torque
from the motor wheel. It is worth mentioning motor frictions are not considered.
Equation (
6) provides information about the needed torque for each wheel to move the rover. Based on this torque
, the required current can be calculated as:
where,
n is the number of wheels,
is the torque constant, that is., the relation between the exerted torque and the current consumption of the motor,
is the gear-motor efficiency and
is the gear ratio of the wheel motor.
2.1.2. Wheel Walking
The wheel walking locomotion mode makes use of the motors located on the wheels and the wheel walking joints. The simplified model of a rover for the XZ plane is presented in
Figure 2, illustrating how this mode works. A two wheels simplified model is considered, (
) and (
), each of them supported by a bar that is actuated by the wheel walking drive (
and
). According to this configuration, interaction forces and torques are represented in the figure. Each wheel performs a movement that makes up the wheel walking mode—wheel-backward and wheel-forward. On one hand, the objective of the wheel-backward is to lock and move a wheel,
in this case, backward in order to pull the rover body forward by a lever effect. On the other hand, the wheel-forward performs a contrary movement, which moves
forward in order to balance the rover.
The wheel-backward movement performs a front to rear motion by applying a torque
that moves the bar angle
clockwise. This movement generates a drawbar pull force
that is opposed to the friction force
that depends on the normal force
in a similar way as stated in Equation (
2). This friction is related to the terrain properties and if it is enough, it will avoid the wheel sliding backwards, pushing the rover forward. The dynamics of this movement can be represented using the D’Alembert principle as:
where the first part represents the motor dynamics, defined by a moment of inertia
, motor frictions are ignored. The second part represents the body movement in the
XZ axis, translated into torques. It is worth mentioning the wheel 1 is locked during the movement, that is,
Nm. Therefore, there is no torque applied to this wheel during this locomotion mode. Based on this equation, the drawbar pull force on the wheel 1 can be expressed as:
and the drawbar pull force on the rover body is derived from:
If we consider
, kinematics of this movement can be represented as:
Therefore, to keep a fixed rover body linear velocity (
), the angular velocity of the walking joint (
) can be calculated from the derivative of (
11) as:
On the other hand, the wheel-forward movement performs the contrary motion, synchronised with the wheel-backward one, in order to keep fixed the rover linear velocity. The bar is moved forward to place the wheel at the front side. For this purpose, a torque
is generated to move the bar forward, and at the same time, the wheel is also moved by generating a torque
. Both torques generates a drawbar pull force
on the wheel whose dynamics can be represented as:
where the first term represents the rotational inertia
of the wheel, the second one represents the linear inertia of the wheel mass
,
represents the rolling resistance (
2), and the fourth term represents the vertical forces due to the gravity
g and the rover body vertical inertia. On the other hand, the torque
is generated by the wheel motor and it is affected by the slip coefficient, and the generated torque
is translated to its corresponding torque in the wheel as stated in the equation.
Taking into consideration
again, kinematics of this movement can be defined as:
whose derivative is:
Assuming
, and therefore,
, which keep the rover going straight forward, the angular velocity of the wheel
is calculated as:
Finally, the current consumption for a step using this locomotion mode can be appreciated in (
17). In this equation,
and
are the torque from each wheel walking joint and wheel respectively,
and
are the motor torque constants,
is the motor efficiency, and
G is the ratio of the motor gear. It is worth mentioning for a multiple wheels rover, wheels 1 to
perform the wheel-backward movement and wheels
to
N the wheel-forward.
3. Slip Estimation in Wheel Walking
Having defined both locomotion modes and its dynamics, a method for estimating online the best one in terms of performance would be needed. By means of the terrain features, a comparison between both locomotion modes could be carried out, and the relationship between these features and the performance of each one would help to decide the best locomotion mode.
Based on Equations (
6), (
8) and (
13), parameters that define the terrain features and affect the rover dynamics are the slip ratio (
1) and the rolling resistance (
2). In the case of normal driving, there are many methods for estimating these parameters. In planetary exploration, which implies the absence of a GPS signal, the slip ratio can be calculated by the difference between the wheel odometry and the ground truth velocity that can be estimated by means of Visual Odometry [
31]. Other authors propose the use of the lug traces to estimate the slip ratio [
32]. On the other hand, the rolling resistance can be estimated using different methods that span from specific sensors, as acoustic [
33] or optical [
34] ones, to the use of artificial intelligence, for example, neural networks [
35].
As stated, the estimation of these parameters is crucial for deciding the best locomotion mode every instant, which would make the rover switch from one to another. Although it would be easy to estimate these parameters in normal driving, they remain to be investigated during the execution of the wheel walking mode. The main difficulty is finding a method to estimate the rolling slip when the wheels are moving forward and backward. It can be done easily in normal driving, as stated before. However, this method is not valid for wheel walking, because the wheels are moved in a different way, causing different wheel-terrain interaction compared to normal driving. Therefore, the challenge is to estimate the slip ratio as it were carried out in normal driving, which would be useful to determine the instant time to switch from wheel walking to normal driving. This section introduces a novel method to estimate the slip ratio for a rover when it is executing the wheel walking mode.
During the wheel walking locomotion mode, the slip mainly affects the wheel-forward movement, meanwhile the wheel-backward movement is affected by friction forces because the wheel is not rolling itself. So, the normal driving slip ratio could be estimated by analysing the wheel motion during the wheel-forward movement. For this purpose, an acceleration step has been added. This step would be executed sometimes during the wheel walking. It consists of increasing the speed of the wheels that are carrying out the wheel-forward motion. During this step, the relation between the real and ideal distance covered by the wheels is analysed. If both distances are similar the slip ratio is low, and if the real distance is significantly lower than the ideal one, it means the slip ratio is high.
Figure 3 represents the distance (
) a wheel covers in a wheel-forward movement. Assuming the movement starts at
and finishes at
,
and
represent the initial and final angular position of the walking joints respectively; and
and
represent the initial and final angular position of the wheels. As regards the position of the wheels and the rover base, (
) and (
) represent the initial and final position of the wheel walking joint, and (
) and (
) represent the initial and final position of the wheel that is carrying out the wheel-forward movement.
During the acceleration step, the rolling motion of the wheels pushes the rover a distance (
) that is proportional to the increment of the wheel speed with respect to the default speed that it has due to the wheel-forward movement itself (
). When the slip ratio is high, i.e., close to 1,
is negligible during the acceleration step. So, the distance covered by the wheel approaches the minimum distance (
). The minimum distance can be calculated as:
The opposite situation arises when the slip ratio is very low (around 0). The distance covered by the wheels is the maximum distance (
), which can be calculated as stated in (
19).
By a linear regression with this two distances and their corresponding slip ratios, we obtain the Equation (
20). It provides the real slip ratio (
) in function of the distance covered by a certain wheel in a single forward walking step (
).
As can be appreciated in (
20), small intervals between
and
decreases the accuracy of the slip ratio estimation: the possible values for
would be only a few. As a consequence, a low wheel velocity would lead into low slip ratio accuracy. So, for vehicles that move slowly like rovers, it is necessary to increase the wheels speed.
However, the acceleration step increases the lineal velocity of the wheel-forward train of the rover, which induces the rover to perform a curve.
Figure 4 represents the accelerated step for a wheel-forward motion that is carried out with the right wheel train. Assuming the behaviour of the rover is similar to a skid-steering rover during the acceleration step, an instant centre of rotation (ICR) can be defined [
36], whose turning radius
R can be calculated as:
where
is the distance from the wheel to the centre of the rover,
can be obtained from (
12) and
is affected by the wheel speed increment
as:
4. Simulation Environment
A comparison between both locomotion modes and a validation of the slip estimation method has been carried out by means of a simulation environment. Its architecture is shown in
Figure 5. The rover was design in SolidWorks and its motor parameters were taken from the real rover. The 3D model of the rover and its dynamics were exported to the Vortex Studio Simulation Environment. This platform includes an advanced multibody physics engine that is able to provide advanced 3D graphics and integration with other platforms as Matlab-Simulink. Indeed, Vortex Studio has been previously used to perform simulations of rovers on soft terrains [
37].
On the other hand, the rover kinematics was used to develop a motion planner in Matlab-Simulink. It generates the rover motor commands each instant time according to the chosen locomotion mode. Commands were sent to Vortex Studio through an UDP communication interface, and the rover joint torques and velocities were communicated from Vortex Studio to Matlab-Simulink through the same interface. This information was used to calculate the power consumption in real-time using the real rover motor parameters. Moreover, the slip ratio was estimated during the execution of the wheel walking mode, as proposed in
Section 3.
As regards the rover kinematics and dynamics,
Table 1 includes all the needed parameters that were used in previous sections. They were included in the simulation environment.
The motor parameters that are used in the ExoTeR rover are shown in
Table 2. These parameters are used to compute the total rover power consumption during the execution of the locomotion modes. The motor used is the Maxon DC motor (Part. number: 110160) that moves the wheel and walking joints. The wheel motor is provided with a gear that increases the motor torque despite a reduced efficiency. On the other hand, the walking joint motor is provided with another gear, and also connected to a mechanical Remote Centre of Motion (RCM) that provides, both together, a high gear ratio. The objective of the RCM is to allow the boogie rotate at the same time the wheels, keeping them perpendicular to the ground.
Finally, to analyse the rover-terrain interaction and both locomotion modes, six terrains have been defined. They have been configured taking into consideration the flat slip ratio (
) and rolling resistance (
) from low to high values. Based on the Vortex Studio interaction model, five parameters have been modified to configure them.
Table 3 shows the parameter values for each terrain. The two first parameters, stiffness and damping, are related to the wheel sinkage during the movement, and it affects the wheel contact points as shown in
Figure 6. It is directly related to the wheel adherence to the terrain. On the other hand, slip, friction coefficient and the static friction scale represent the wheel-terrain interaction when it is rolling. The slip parameter is related to the inverse of the viscous friction, which affects the wheel slip, the friction coefficient is defined as the contrary force that is exerted due to the rolling resistance as stated in (
2). At last, the static friction scale defines the force to be carried out to move the wheel when it is stopped. The limit in the contact friction force is multiplied by this scale.
These terrains were implemented in the simulation environment and the rover-terrain interaction was analysed in order to obtain the slip ratio
(
1) and rolling resistance
(
2) in a flat terrain, i.e.,
.
Table 4 shows the obtained parameters for the six terrains.
Wheel Walking Motion Planning
To perform the wheel walking mode, motion of the rover joints and wheels needs to be planned in order to synchronise them and make the rover go ahead keeping a fixed linear velocity. To this end, Equations (
12), (
15) and (
16) are used to calculate joint velocities taking into consideration a fixed rover linear velocity.
Figure 7 represents the planned velocity profile for a walking joint and wheel (orange) and the real velocity of the joint and wheel during the execution of a simulation (blue). The profile is repeated by the rest of the wheels that are at the same side, meanwhile, the wheels on the other side perform the contrary step, e.g., the right side wheel-forward and the left side wheel-backward. As shown, the rover is able to follow the references without excessive error.
The defined profile generates a rover linear speed that is represented in
Figure 8. In this figure, the ideal rover speed is represented with an orange line, and the real speed, obtained from the simulation environment, is represented in blue. The rover speed was fixed to 0.08 m/s, a suitable speed for rovers [
38]. However, it is not constant because of the wheel walking joint controller that is implemented in the simulation environment. As shown in
Figure 7, a change in the joint velocity causes a peak that is transmitted to the linear velocity of the rover.
7. Conclusions
This paper has analysed and evaluated the use of two locomotion modes in a reconfigurable rover. These modes are normal driving—the wheels roll and generate a drawbar pull force—and wheel walking—where a combination of wheels and legs motions are planned to move the rover forward. The kinematics and dynamics of these locomotion modes were analysed in order to obtain the corresponding equations and a wheel walking motion planner was defined. Its objective is to keep a constant rover linear velocity. On the other hand, a method for estimating the rover slip during wheel walking was defined. A simulation environment, based on Vortex Studio and Matlab-Simulink was implemented, which was used to evaluate both locomotion modes and the slip estimator. This simulation environment includes a model of the real prototype rover ExoTeR, owned by the European Space Agency.
As regards the obtained results, both locomotion modes were evaluated for 6 different terrains and slopes. As a conclusion, wheel walking is better than normal driving for terrains with low slopes, high rolling resistances and slips, normal driving is much better in the rest of the cases.
The slip estimator has also been tested on these terrains. The main drawback of the proposed method is that the rover performs an undesirable curve due to the speed increment of half of the wheels. Thus, a comparison between the speed increment, estimation accuracy and turning radius was carried out. Results show that when doubling the speed, there is a compromise between the accuracy and the turning radius. The main limitation of the proposed work is that everything has been tested in a simulation environment since it provides ideal results that should be validated in a real environment. So, it is expected that some real experiments will be performed at the European Space Agency with the same rover presented in this paper, the ExoTeR. Moreover, more than two locomotion modes would be tested and compared in order to extend this work and provide the best one based on the defined terramechanic parameters. These extensions are proposed as future work.