Conceptual Design of A Universal Bilateral Manual Controller
Walter Conklin and
Sabri Tosunoglu
Department of
Mechanical Engineering
Florida International University
Miami, Florida 33199 USA
E-mail: conklinw@eng.fiu.edu & tosun@fiu.edu
Abstract - A bilateral controller or a force reflecting manual
controller (FRMC) allows an operator to sense forces which are
exerted on a remote system. A universal controller can control
any remote system as opposed to a master/slave system.
Forerunners to this technology were large, bulky and impeded by
inertial forces, large frictional forces and backlash. Inertia
forces are one of the inherent disadvantages common to
serial-structured controllers. This paper describes design
concepts for a new 3-DOF FRMC which focuses on miniaturization
and simplicity. Relative advantages and disadvantages of serial
and parallel-structured controllers are also discussed in an
effort to justify these new concepts.
INTRODUCTION
Force reflection in teleoperator systems is quickly
becoming a field with commercial potential in industry as well as
the private sector. Potentially, a teleoperator could do
everything a person would normally do to perform a taskóas
though remote objects were actually seen and handled. And if the
operator also had a full sense of being at the remote site, this
would seem ideal. That condition is called telepresence [1].
Recently, the inclusion of force reflection is referred to as
telesensation in the context of a virtual reality environment.
Such an environment provides the operator with a 3-D feel of the
remote site as well as a feeling of touch and sound feedback.
Industrial applications may be concerned with
unstructured environments (such as nuclear, space, marine) and
private sector may use it in more challenging diverse
applications such as remote training, medical operations and
video games. Presently these controllers are more specialized for
individual tasks and research. In order for the controllers to
become feasible for most applications, their design must be made
practical, compact and universal. The concepts developed at FIU
will combine a parallel-structured controller with a compact
design.
Topics discussed here cover advantages of force
feedback and the structural benefits of serial and parallel
systems when used with the controller. Major components of a
force-reflecting controller system (controller mechanism,
actuation, sensing and transmission systems) and possible design
alternatives for such controllers are also addressed.
BILATERAL FEEDBACK ADVANTAGES
The involvement of the human operator
in teleoperation is necessary, and the human/machine interface
and the operator's abilities to interact efficiently with the
manipulator systems is a crucial issue [2].
In industry a vast majority of robots work
autonomously: once programmed, it does one assigned task over and
over. A teleoperator hardly ever repeats the same task. And it is
usually seen not in a factory but in a variety of other settings.
Most important, a human operator sees, feels, and controls the
remote task through the teleoperator [1].
Task completion time is the deciding factor
when a decision is made whether bilateral feedback needs to be
implemented or not. Several experiments have shown that force
feedback provides a large improvement in performance. Also,
adding information through one type of feedback (force) could
make up for degradation in another type of feedback (visual frame
rate). Decreasing the quality of visual feedback had less of an
effect on performance when force feedback was used , as shown in
Figure 1 [3]. Therefore, whenever visual feedback conditions are
extremely poor and cannot be improved, the use of force feedback
could be expected to enhance performance.

Figure 1. Interaction of Subtended Visual Angle [3]
SERIAL VS PARALLEL CONTROLLERS
Both the serial structure and the parallel structure have
advantages and disadvantages when applied to robotic systems. We
briefly review the essential characteristics of each structure
below.
Serial Structure
Controllers
Serial structures in general have been thought of as
superior to parallel structures because of their exceptional
workspace [4]. This might hold true for the slave/manipulator but
not for the master/controller. As discussed above, a serial
structure tends to add weight and inertial forces to a controller
and/or manipulator. When used as a controller, these forces will
conflict with any bilateral force feedback or true telesensation.
As mentioned earlier, telesensation is a new term which implies a
combination of all feedbackó3-D visual, force (touch), thermal,
audible, etc.óreceived from the remote manipulator to create a
virtual environment for the operator.
Telesensation, which also may be thought of as
synonymous with telepresence, has been gaining acceptance because
of the advent of virtual reality. Force feedback is the component
of telesensation covered in this paper.
Effort has been made to balance the inertia
effects of serial structures with counter weights and
serial/parallel hybrid systems. Even with these efforts the
serial controller still experiences its inherent drawbacks. The
advantages are greater when the serial structure is used as a
manipulator (large workspace, simple joint actuator position
control, etc.). When implemented as a manual controller, their
size often becomes too large, and their weight too heavy for
practical use.

Figure 2. Kraft Serial Controller
Parallel Structure
Controllers
A parallel structure usually allows to place all motors,
brakes, and accessories at one central locationóthe base. This
eliminates the necessity to move around most of the actuators as
in the serial case. Hence, the input power is mostly used to
support the payload. Also, the errors at each joint do not add up
as one moves towards the payload as we have seen in serial
structures. This implies a higher precision at the end-effector
when parallel structures are used. Similarly, deflections at
joints and links do not add up as in the serial case, which again
implies better precision at the end-effector.
Figure 3. FRMC Integrated into a
Teleoperation System [6]
It is interesting to mention here that it is possible to have a serial frame with parallel control strategy if the motors are located at the base and each joint is controlled via a series of pulleys and cables. Serial/Parallel hybrids introduce unnecessary mechanical complexity to manual controllers which might be beneficial to manipulators. This mechanical complexity often results in bulky designs which are not acceptable for the design sought in this work. Also, the cables offer low precision due to slippage, and need frequent maintenance and replacement.
Table 1. Functional
Characteristics of Typical Industrial Manipulators and Universal
Bilateral Manual Controllers
| Characteristics | Industrial Manipulator | Universal Manual Controller (UMC) |
Remote Manipulator used with UMC |
| Functional Nature | Autonomous Repetitive | Manual Teleoperation | Manual Teleoperation |
| Environment | Structured | Human Operator Interface | Complex, Uncertain |
| Size | Large | Compact | Small/Large |
| Weight | Heavy | Light | Light/Heavy |
| Actuator Location | Distributed (Serial) | Centralized, Base Mounted (Parallel) | Distributed (Serial) |
| Compliance in Drive Transmission | Stiff,
Rigid, Non-Backdrivable |
Flexible Backdrivable |
Flexible Backdrivable |
| Friction | Large | Small | Small/Large |
| Inertia | Large | Small | Small/Large |
| Load Capacity (lbf) | 25-200 | 2-20 | 5-200 |
| End-Effector | Specialized | Joystick | Interchangeable |
| Control Variables | Joint Actuator Position | End-Effector, Position/Force | End-Effector Position/Force |
| Application | Structured Task | Unstructured Task | Unstructured Task |
Because this paper is
concerned mainly with controller design, the beneficial traits of
hybrid systems for manipulators are covered further. Table 1
lists some of the characteristics found with controllers and
manipulators [5].
STRUCTURAL CONCEPT
The overall benefit
of the universal parallel force-reflecting manual controller
(FRMC), as the word universal implies, is that it can be used
with any manipulator as long as there exists a control software
interface. The FRMC is used to position the manipulatorís
end-effector at any desired position and orientation. The
controllerís workspace is not as critical because only the
manipulatorís end-effector position/orientation is being
controlled. The FRMC simply feeds the control software with
translational or rotational directional signals which the control
software then uses to drive the respective actuators located at
the manipulator. The design takes the characteristic that
parallel mechanisms are more compact and have smaller working
volumes and takes advantage of it. Figure 3 illustrates the major
components of a universal FRMC system [6].
The proposed 3-DOF FRMC will be
capable to position the end-effector of any remote manipulator.
Then, with a simple one-key input, the operational mode will
switch to that of orientation. The 3 degrees of freedom will then
correspond to the three orientation parameters (e.g., a set of
Euler angles) of the end-effector. As the operator wishes, the
control mode may be switched back and forth between the position
and orientation modes. Hence, the design emulates a 6-DOF
controller by combining a 3-DOF controller and special control
software.
CONTROLLER HARDWARE
Here we address the
three major components of the FRMC design. They are the motors,
encoders and gear heads. We note that these components are the
most critical ones to affect the performance of the FRMC. By
comparison, we list the kinematic structure of FRMC as the most
critical issue, followed by the selection of these critical
components.
Actuation: Servo Motors
The servo motors
used for the controller will be the most difficult to acquire.
The small size neededóless than 2 inches in diameter and less
than 2 inches in lengthówill be difficult to find. Because the
human hand is able to sense forces from 0.016 to 4.5 lbf, the
desired minimum/maximum reflecting forces of the manual
controller need to be selected accordingly to fully utilize the
human capabilities. In the design of the 3-DOF controller, the
continuous maximum reflecting forces of 4 lbf and the peak
reflecting forces of 6 to 8 lbf at the joystick will be used as
design goals.
Sensing: Encoders
The encoder signals
to the control software at what radial location each of the
controller/manipulator joints is positioned. For the manipulator
the encoder is used to its full potential because the joints
usually rotate to their full limits. For the 3-DOF controller,
the rotational limits will most likely be in a range between 0
and 90 degrees. In order to keep the controller size small, the
positional sensors will be high precision potentiometers. The
potentiometers will give the resolution needed and the desired
size.

Figure 4. 3-DOF Gimbal Design Concept [5]
Transmission: Gears
Because of the low
forces being transmitted and the revolutions constrained from 0
to 90 degrees, the goal is set to implement a direct-drive
configuration. Eliminating gear sets from the design will also
reduce the friction in the system and any backlash effects
inherent in gears. The direct-drive system will allow the
controller to be fully backdrivable. This means that the motor
may be driven from the input shaft or the output shaft without
being restricted. As an example, worm gears can be driven from
the input shaft but not from the output shaft because of its gear
configuration.
FRMC DESIGN ALTERNATIVES
Gimbal Design
As the kinematic
sketch in Figure 4 illustrates, the gimbal design uses a parallel
structure. The arcing gimbals, which are powered by motors placed
on the base, produce a large workspace in the X- and Y-axis
directions.
The third joint can be
implemented as a linear displacement of the joystick in and out
of the gimbal structure. However, because such a selection will
increase the size of the overall system, it is not considered to
be an attractive design option. Instead, the third joint is
visualized as a revolute joint rotating about the main axis of
the joystick as discussed later.
This design enables better
encoder resolution. When a large displacement is produced along
the X and Y axes, a relatively small displacement is produced at
the base servo motors and encoders. This high resolution enables
the user to control the manipulator with higher precision. Also,
due to the relatively simple kinematic structure, the
input-output equations will be simple and possibly have a
closed-form solution.
Modified Gimbal Design

Figure 5. 3-DOF Modified Gimbal Concept
This design is a more compact
version of the gimbal design presented above. The X- and Y-axis
servo motors are located in the same area but the arcing gimbals
are replaced with one straight shaft and one straight shaft with
arcing center as shown in Figure 5. The third degree of freedom
can be located in either of two positions that is covered in the
next section. The compact design of this concept reduces friction
considerably and simplifies the mechanical structure.
Third-Degree-of-Freedom
The
third-degree-of-freedom can either be positioned inside the hand
gripper, as shown in Figure 6, or made to rotate the base about
an axis perpendicular to the base where the X and Y axes
intersect.
If a servo motor with
relatively tight tolerances which can fit inside the gripper is
available, the first option will be favorable. With the motor
inside the gripper, the weight of the controller will be kept at
a minimum and the design will remain compact without affecting
the other axes.
If the servo motor is
positioned to rotate the base, the structure will not be as
compact as in the above case. The advantages of such a design are
easy accessibility of components and the available gearing
options. The third motor will rotate the entire base with the X
and Y axes attached to it. The extra weight and size will require
that the servo motor be geared to the base. In this case, it is
expected that a simple spur gear configuration will suffice.

Figure 6.
Modified Gimbal with
Rotational Gripper
CONCLUSIONS
Serial and parallel
structures were discussed as two alternate kinematic structures
to develop force-reflecting manual controllers (FRMC). It is
shown that parallel structures have more desirable
characteristics to build very compact FRMCs. After briefly
addressing the desirable characteristics for the major FRMC
components, namely the actuators, encoders and transmission
systems, we introduced two conceptual FRMC design. These design
alternatives offer compact FRMC systems which can readily be
integrated into a teleoperation or a telesensation system.
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