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IEEE TRANSACTIONS ON ROBOTICS, VOL. 23, NO.

6, DECEMBER 2007 1213

A Disturbance Rejection Measure for Limit Cycle


Walkers: The Gait Sensitivity Norm
Daan G. E. Hobbelen and Martijn Wisse, Member, IEEE

AbstractThe construction of more capable bipedal robots


highly depends on the ability to measure their performance. This
performance is often measured in terms of speed or energy effi-
ciency, but these properties are secondary to the robots ability to
prevent falling given the inevitable presence of disturbances, i.e.,
its disturbance rejection. Existing disturbance rejection measures
(zero moment point, basin of attraction, Floquet multipliers) are
unsatisfactory due to conservative assumptions, long computation
times, or bad correlation to actual disturbance rejection. This pa-
per introduces a new measure called the Gait Sensitivity Norm that
combines a short calculation time with good correlation to actual
disturbance rejection. It is especially suitable for implementation
on limit cycle walkers, a class of bipeds that currently excels in
terms of energy efficiency, but still has limited disturbance rejec-
tion capabilities. The paper contains an explanation of the Gait
Sensitivity Norm and a validation of its value on a simple walking
model as well as on a real bipedal robot. The disturbance rejection Fig. 1. Four limit cycle walkers that have been built at Delft University of
Technology [11], [15], [16].
of the simple model is studied for variations of floor slope, foot ra-
dius, and hip spring stiffness. We show that the calculation speed is
as fast as the standard Floquet multiplier analysis, while the actual limits by exceeding them, so the robots and humans will actually
disturbance rejection is correctly predicted with 93% correlation
on average.
have to fall. Due to these difficulties, biped researchers have to
work with approximate measures [1], [2].
Index TermsBiped, disturbance rejection, legged locomotion, Various approximate disturbance rejection measures exist
limit cycle walkers, passive dynamic walking, performance mea-
sures, stability.
[1][8]. A major group of these measures is based on the as-
sumption that a biped can prevent falling if and only if its stance
I. INTRODUCTION foot is firmly placed on the ground, providing local controlla-
bility.1 These measures indicate how close a bipeds foot is to
WO-LEGGED robot research aims at two goals, namely,
T the construction of more capable robots and the improve-
ment of gait rehabilitation. For both goals, it is essential to
tipping (and thus loosing local controllability) by measuring the
distance from the edge of the support foot to the projection of
the center of mass (the static stability margin) or the center of
measure the performance of the biped (two-legged system). pressure (the zero moment point (ZMP) stability margin [3], [8]
How good is the walking motion of the robot or human? Often, and the foot rotation indicator [10]).
velocity or energy expenditure are measured, but these perfor- However, continuous flat foot contact is not necessary to pre-
mance criteria are secondary to the main boundary condition: vent falling. This has clearly been shown with the creation of
the biped must walk without falling. Therefore, we believe that, limit cycle walkers, bipeds that show stable limit cycle mo-
first and foremost, we need a measure for how well the biped tion without having local controllability at all times during gait.
keeps from falling in the presence of disturbances. We will The first example of such a limit cycle walker was the passive
refer to this as the disturbance rejection of the biped. dynamic walker made by McGeer [5]. His biped was equipped
It is difficult to quantify disturbance rejection because walk- with arc-shaped feet, which make it impossible to achieve local
ing is a highly nonlinear dynamical process, and because there controllability at any point in time, and nonetheless, it showed
are many potential disturbances. A full evaluation can only be perfectly stable gait. His pioneering work has inspired the cre-
done by assessing all possible disturbances of various ampli- ation of limit cycle walkers all over the world [11][14], among
tudes occurring at all possible system states. This exhaustive which the ones that have been built in our lab [11], [15], [16]
search is highly time-consuming. Also, one can only find the (Fig. 1).
All limit cycle walkers share the property that their nominal
Manuscript received December 13, 2006; revised March 19, 2007 and June
23, 2007. This paper was recommended for publication by Associate Editor
gait is a stable limit cycle, a closed trajectory to which neighbor-
W. F. Chung and Editor H. Arai upon evaluation of the reviewers comments. ing trajectories converge. This means that limit cycle walkers
This work was supported by the Netherlands Organization of Scientific Re- nominally show a periodic repetitive motion, which restores
search (NWO).
The authors are with the Department of Mechanical Engineering,
itself after a small disturbance has occurred.
Delft University of Technology, Delft 2628CD, The Netherlands (e-mail:
d.g.e.hobbelen@3me.tudelft.nl; m.wisse@tudelft.nl). 1 Local controllability of nonlinear systems implies controllability in the direct
Digital Object Identifier 10.1109/TRO.2007.904908 neighborhood of the current state [9].

1552-3098/$25.00 2007 IEEE


1214 IEEE TRANSACTIONS ON ROBOTICS, VOL. 23, NO. 6, DECEMBER 2007

To formulate disturbance-rejection measures for limit cycle largest Floquet multiplier to the unit circle [19], as we will
walkers, two concepts from general nonlinear dynamics anal- show in Section V.
ysis [17] are in use. The basin of Attraction (BoA) involves a 3) Largest allowable deterministic disturbance: Some re-
global assessment of the system states that result in convergence searchers have measured the disturbance rejection of their
to the limit cycle. The Floquet multipliers indicate the rate of biped by measuring the maximum size or range of a spe-
convergence on a step-to-step basis for small deviation from the cific deterministic disturbance that the biped can manage
limit cycle (linearized stability). Disturbance rejection is also without falling. Examples of such disturbances are an im-
occasionally quantified by the largest disturbance a limit cycle pact at the hip [5], a stepdown in the floor [20], and a
walker can handle. As shown in Section II, none of these mea- slope [21].
sures are satisfactory for the evaluation and optimization of limit The benefit of this measure is the good correlation with
cycle walkers. The BoA and the largest allowable disturbance actual disturbance rejection, in case it is obtained for a
take too much computation time or experimentation time (if at representative set of real world disturbances. Drawbacks
all possible), while the faster Floquet multipliers have limited of this measure are the long computation or experimental
correlation with actual disturbance rejection. time and the fact that the boundary of what a biped can
In this paper, we present a new measure for limit cycle walk- handle needs to be exceeded to establish this measure,
ers that has a short calculation time and good correlation with meaning in practice that the biped will have to fall.
actual disturbance rejection. We call the new measure the Gait
Sensitivity Norm (g/e2 ). The definition of the new mea- III. THE GAIT SENSITIVITY NORM
sure will be given in Section III. Then, in Section IV and V,
the Gait Sensitivity Norm will be subjected to a comparative A. General Concept
study with other existing measures. In Section VI, we apply the We introduce a new measure, which we call the Gait Sen-
Gait Sensitivity Norm to a real prototype. The discussion and sitivity Norm g/e2 . It quantifies the effect of a set of
conclusion follow in Section VII and VIII. disturbances on a walking gait. To establish the Gait Sensi-
tivity Norm, we define a generalized system description for a
limit cycle walkers gait having a set of disturbances e as the
II. EXISTING MEASURES FOR LIMIT CYCLE WALKERS
system input and a set of gait indicators g as system output
For limit cycle walkers, three measures to quantify distur- (Section III-B). The Gait Sensitivity Norm g/e2 measures
bance rejection are currently in use. All three have specific the size of the dynamic response of this system (Section III-C).
properties that make them unsuitable in practice when evaluat- The selection of disturbances e and gait indicators g are open
ing or optimizing performance. The measures and their respec- to the designer, which adds expert knowledge to this measure.
tive properties are listed later. The first measure, the BoA, will be A meaningful selection of e and g is crucial for the success of
used for a validity check of our new measure in Section IV. The the Gait Sensitivity Norm; an example is given in Section VI.
other two measures are subjects of a quantitative comparison 1) Disturbances e. The set of disturbances consists of those
with our new measure in Section V. disturbances that are of interest to the designer. The set
1) Basin of Attraction: The BoA is the total set of system should instigate the important failure modes (ways to fall)
states of a limit cycle walker for which its gait converges of the limit cycle walker. This can include disturbances
to its nominal limit cycle [18], [19]. This measure involves that effect the motion once per step, such as floor irregu-
a full evaluation of the nonlinear system behavior starting larities, and continuous disturbances such as sensor noise
at all possible system states. or torque ripple. The designer has to weigh the distur-
The benefit of the BoA is the good correlation between bances to account for the different magnitudes in which
the actual disturbance rejection and the distance from the they occur in practice.
limit cycle to the borders of the BoA. The drawback is the 2) Gait indicators g. The gait indicators should quantify the
large amount of computational or experimental time (if at characteristics of the walking gait that are directly re-
all possible) that is required to obtain the BoA as well as lated to the failure modes. Various gait indicators can be
the arbitrary interpretation of the BoA (e.g., dependent on used, such as step width, step time or ground clearance at
the choice of system states, involving multiple units, hard midswing. For instance, step time indicates how close a
to quantify due to complex shape). 2-D walker is to falling forward and falling backward (see
2) Largest Floquet multiplier: Floquet multipliers indicate Section IV-C), and ground clearance indicates how close a
how fast small deviations from the limit cycle converge walker is to the failure of toe stubbing. The gait indicators
on a step-to-step basis [4], [5], [17]. For a stable limit are weighted by dividing them over the absolute value of
cycle, the Floquet multipliers have to be within the unit the gait indicator for which falling is expected (e.g., the
circle; the closer to zero, the faster the convergence rate. nominal minimal ground clearance).
The benefit of the Floquet multipliers is that they require a 3) Size of Dynamic Response g/e2 . The dynamic re-
short calculation or experimental time as they involve only sponse of the system is the variability of the gait indica-
small deviations from the limit cycle (a linearization ap- tors as a result of the input disturbances. This dynamic
proach). The drawback is the limited correlation between response is an essential factor in measuring disturbance
the actual disturbance rejection and the distance from the rejection. This claim is supported by several human gait
HOBBELEN AND WISSE: A DISTURBANCE REJECTION MEASURE FOR LIMIT CYCLE WALKERS: THE GAIT SENSITIVITY NORM 1215

analysis studies that indicate a strong correlation between


the gait variability and the occurrence of falling [22][25].
In control engineering, the size of a systems dynamic re-
sponse is measured by system norms. The Gait Sensitivity
Norm uses the H2 norm, which gives the standard devia-
tion of the system output response to white noise inputs as
well as impulse inputs. Therefore, it quantifies the distur-
bance rejection of a walking gait for single perturbations
(e.g., step down in the floor) as well as for continuously
Fig. 2. Block diagram of the discrete step-to-step system that describes a limit
varying disturbances (e.g., floor with randomly varying cycle walkers gait. Disturbances e are the system input, initial conditions to
height). a step v, the discrete states and gait indicators g the output. This block
The following sections give a general description of how the diagram describes the transfer function of the system, which can be used to
simulate the system response (multiple steps) to various disturbances (e.g.,
dynamic response of this system description is obtained and how impulse, white noise).
the H2 norm is calculated. A practical step-to-step description
of the total procedure for both simulation models and physical
prototypes is given in the Appendix. disturbances en that might occur during a step:

vn +1 = Sv (vn , en )
S: (1)
B. Dynamic System Response gn = Sg (vn , en ).

To obtain the Gait Sensitivity Norm, we define a system de- The linearization of the stride function S is performed at the
scription of a limit cycle walkers gait with disturbances e as fixed point v of S, which is the intersection of the gait limit
input and gait indicators g as output. The system describes cycle with the Poincare section. The value of g at the fixed point,
how the gait indicators vary on a step-to-step basis as a re- g , is the nominal value of the gait indicators:
sult of small disturbances that occur when the walker is in its v = Sv (v , 0)
nominal limit cycle motion. The system response can be ob-
tained in two ways: 1) direct identification of the inputoutput g = Sg (v , 0). (2)
relation of the system and 2) through a statespace system To perform the linearization, the fixed point needs to be known.
description. It is found by performing a NewtonRaphson search as done by
1) Direct InputOutput Identification: The first option, di- McGeer [5]. The linearized model will consider small deviations
rectly identifying the inputoutput relation, is especially suitable from the fixed point v and small disturbances e, resulting in
for application on real prototypes. One can apply a single im- small deviations of the gait indicators from their nominal values
pulse disturbance to the system (e.g., a stepdown in the floor) g.
and measure the fluctuation of the gait indicators g as a result of The statespace representation of the complete linearized dis-
that. The disturbance needs to be large enough to have a distin- crete system model that describes the limit cycle walker, as
guishable effect, but small enough to make sure that the walker depicted in Fig. 2, is
does not fall. To incorporate multiple disturbances, separate ex-
periments for every disturbance have to be performed. vn +1 = A vn + B en
2) StateSpace System Description: The second option, the gn = C vn + D en (3)
statespace system description, is better suited for simulation
as it needs less simulation time to obtain the system response to where:
multiple disturbances.
r A = S v (v , 0) , which is the linearized version of the stan-
vn
A limit cycle walker can be described as a linear discrete dard stride function, the mapping from initial conditions
statespace system by performing a linearization of its gait on v of step n to the initial conditions of step n + 1, also
a step-to-step basis. This process of linearization has first been known as the Jacobian J;
described by Hurmuzlu [4], and later, by McGeer [5]. Subse-
r B = S v (v , 0) , which is a sensitivity matrix that describes
en
quently, it has frequently been used by passive dynamic walk- the effect of the disturbances e in step n on the initial
ing researchers. It is an essential part of the calculation of the conditions v of the next step;
Floquet multipliers of a limit cycle walker, as mentioned in r C = S g (v , 0) , which is a sensitivity matrix that gives the
vn
Section II. deviation of the gait indicators g in a step that starts out
The linearization process is based on the discrete step-to-step with initial conditions v;
analysis called Poincare mapping. A walking step is interpreted r D = S g (v , 0) , which is a sensitivity matrix that gives
en
as a Poincare map, the mapping of the initial conditions of the deviation of the gait indicators g in a step in which
the step (vn ) to the initial conditions of the next step (vn +1 ). disturbances e are present.
This nonlinear mapping S was termed the stride function by All the sensitivity matrices A, B, C, and D in (3) are numer-
McGeer. It is found by performing a full dynamic simulation ically determined through a perturbation analysis of the stride
of one stride. For this paper, the stride function S has been function. This means that, for all initial conditions and all dis-
extended to incorporate the gait indicators gn and the effect of turbances, a full dynamic simulation of one stride needs to be
1216 IEEE TRANSACTIONS ON ROBOTICS, VOL. 23, NO. 6, DECEMBER 2007

Fig. 4. Typical walking step. Just after footstrike, the swing leg (heavy line)
swings forward past the stance leg (thin line) until the swing leg hits the ground
and a new step begins. is the angle between the stance leg and the slope
Fig. 3. Discrete system responses to an impulse and a white noise disturbance
normal, is the angle between the two legs, l is the leg length, rf is the foot
input and their relation to the H 2 -norm of the system (E[.] is the expected value
radius, M is the hip mass, m is the foot mass, k is the hip spring stiffness, g
operator). Each point represents a new walking step (k-axis). These responses
is the gravitational acceleration, and is the slope angle. Adapted from Garcia
are given here as examples, but are in fact real responses of the model described
et al. [26].
in Section IV in which e is a floor height difference and g is step time.

performed in which one initial condition or disturbance is per- IV. COMPARATIVE STUDY
turbed by a small amount. After this has been done, the complete
To demonstrate the value of the Gait Sensitivity Norm, we
dynamic response can be calculated through a series of matrix
subject it to several test cases. The tests are performed on
multiplications.
an extended version of the simplest walking model by Garcia
et al. [26], (see Fig. 4). We vary the foot radius, ground slope, and
C. Calculating the H2 Norm hip spring stiffness. For each of the three parameter variations,
To quantify the size of the dynamic response of our limit we record the effect on three disturbance rejection measures:
cycle walker system, the Gait Sensitivity Norm calculates the 1) the reciprocal of the Gait Sensitivity Norm (1/ ge 2 ) for
H2 norm (.2 ) of this system. The H2 norm measures system which the choice of disturbance e and gait indicator g is
responses to both impulse inputs and white noise inputs, as explained in Section IV-C;
shown in Fig. 3. 2) the distance between the largest Floquet multiplier and
The relation of the H2 norm to the impulse response of a the unit circle (1 max(||));
system is especially useful in determining the Gait Sensitivity 3) the largest allowable deterministic disturbance
Norm in real prototypes. In case of direct inputoutput identifi- (max(|e|)), using the same disturbance e as for the
cation as described in Section III-B, the Gait Sensitivity Norm Gait Sensitivity Norm.
 ge 2 can directly be obtained from the discrete response of For all three of these measures, a higher value should qualify
the gait indicators g to a single disturbance e0 better disturbance rejection; that is why we take the reciprocal
 value of the Gait Sensitivity Norm. The BoA measure is not
   q
 g  1   included in this study as it is not a quantitative measure (it is a
  =  (gk (i) g (i))2 (4)
 e  |e0 | i=1 shape).
2 k =0

in which gk (i) is the value of the ith gait indicator k steps A. Comparison Criteria
after the disturbance has occurred and q is the number of gait
indicators. The three disturbance rejection measures 1/ ge 2 , 1
In case the dynamic response of the walker is obtained through max(||) and max(|e|) will be compared based on two criteria.
simulation using the statespace description, the Gait Sensitivity 1) Correlation With Actual Disturbance Rejection: A mea-
Norm involves solving (5) sures prediction is good when the measure is highly cor-
 related to the actual disturbance rejection; the correlation
   coefficient r2 gives the part of the change in the actual dis-
 g   
  = trace(DT D) + trace(BT (AT )k CT CAk B) turbance rejection that is explained by respective measures
 e 
2 k =0 (in percentages). The number r2 does not tell whether
(5) the correlation is positive or negative. In this comparative
in which trace (X) is the sum of the elements on the main study, only a positive correlation is good, and thus, we will
diagonal of the matrix X. give the sign of the correlation with the value of r2 .
HOBBELEN AND WISSE: A DISTURBANCE REJECTION MEASURE FOR LIMIT CYCLE WALKERS: THE GAIT SENSITIVITY NORM 1217

The actual disturbance rejection is the walkers ability to One can imagine that the walker will not manage to overcome
prevent a fall in the presence of disturbances. We will a high step up, and consequently, fall backward. A large step
establish this ability given the presence of Gaussian white down in the floor will result in falling forward.
noise disturbances as this gives a good approximation of The choice of gait indicator g is the step time T , as we
common real-world disturbances. We define the actual hypothesize that there is a strong relation between step time
disturbance rejection as the magnitude (95% confidence and both of the failure modes. The larger the variations of step
interval) of a Gaussian white noise disturbance for which time T , the closer the model is to a fall. We reason as follows.
the walker is able to prevent falling for 95% of the time in Falling forward occurs when a limit cycle walker is not able to
an 80-step trial. This 80-step trial is long enough to capture put its swing leg in front of its stance leg fast enough to prevent
the effect of slow convergence after a disturbance and short the fall [20]. This implies that a limit cycle walker is closer
enough to result in reasonable computational times. The to falling forward when its step time is smaller, suggesting an
choice of disturbance is floor height variations, the same expected relation between step time and the failure mode of
as will be used in establishing the Gait Sensitivity Norm. falling forward. Falling backward of a dynamic walker is due
The rationale for this choice will be given in Section VI-C. to the fact that the walker has insufficient energy content to
2) Relative Calculation Time. The three measures as well as pass the apex (point of highest potential energy content, i.e.,
the actual disturbance rejection are calculated with a sim- midstance) during walking. When a walker is close to falling
ulation in a MATLAB environment on a 1.9 GHz Intel backward, it will have a low level of kinetic energy around the
Pentium M processor with 1 GB of RAM. The computa- apex, causing a slow motion, and thus, long step time. This
tional time needed to calculate the measures is compared suggests an expected relation between step time and the failure
to the time it takes to calculate the actual disturbance re- mode of falling backward.
jection and given in percentages. To test the hypothesis and establish the relation between the
step time and falling, we performed a comparison between the
B. Model Description step time variability and the BoA of our model. For all points
(sets of initial conditions) in the BoA of this model, we simulate
Fig. 4 shows the extended version of the simplest walking
the fully nonlinear dynamic response to those specific initial
model by Garcia et al. [26]. Their original model is a 2-D model
conditions and calculate the 2-norm of the step time response
consisting of two rigid links with unit length l, connected at the
T 2
hip. There are three point masses in the model, one in the hip 
with unit mass M and two infinitesimally small masses m in the 

feet. The model walks down a slope in a gravity field with unit T 2 (v0 ) =  (Tk T )2 (6)
magnitude g. The extended model adds a torsional spring in the k =0
hip with stiffness k and arced feet with arc radius rf . Due to
where
the normalization of the model (M = 1, l = 1, g = 1), the only 
free model parameters are the slope angle , the spring stiffness 0
v0 = .
k, and the arc radius rf . Similar compass gait models have been 0
used by other researchers [27][30].
The dynamics of the model consists of two parts. The first If the expected relation between step time and falling exists,
part is the continuous dynamics that describes the motion of the the BoA and the 2-norm of the step time response should be
stance and swing leg in between footstrikes. The footscuffing related. Fig. 5 shows that indeed this relation exists; the contour
during midstance that inevitably occurs with 2-D straight-legged map of T 2 and the BoA that are depicted show a relation in
(knee-less) models is ignored. The second part of the dynamics shape. For increasing T 2 , the contour map monotonically in-
is the discrete impact that describes the footstrike, as this is mod- creases and takes the shape of the boundary of the BoA, where
eled as a fully inelastic instantaneous collision. The equations falling backward or falling forward occur. In the direction in
of motion of both parts are given in the Appendix. which the edges of the BoA are further away, T 2 increases
more slowly, which shows that the largest allowable disturbance
C. Choice of Disturbance and Gait Indicator and T 2 are inversely related. This finding confirms the hy-
pothesis that step time is a good indicator for the chance of
We will use the model to test our new disturbance rejection
either falling forward or falling backward.
measure. As mentioned in Section III-A, the Gait Sensitivity
Norm requires a meaningful selection of disturbances e and gait
indicators g. This selection depends a bit on the particular model V. PROOF OF CONCEPT: RESULTS COMPARISON
under consideration. In this case, the simple 2-D walking model This section presents the results of the comparative study. We
has only two failure modes: it can fall forward or backward. vary three parameters in the model of Section IV-B:
So, a selection of e and g is meaningful if both failure modes 1) the foot radius rf ;
are instigated by the disturbances e and measured by the gait 2) the hip spring stiffness k;
indicators g. 3) the slope angle .
The choice of disturbance e for this study is floor irregulari- For each parameter variation, the limit cycle is found. Then,
ties, as they induce both falling forward and falling backward. the three disturbance rejection measures are calculated and
1218 IEEE TRANSACTIONS ON ROBOTICS, VOL. 23, NO. 6, DECEMBER 2007

Fig. 5. The shape of the BoA of the simplest walking model on a slope of Fig. 6. Actual disturbance rejection and three disturbance rejection measures
= 0.004 rd (rf = 0 and k = 0) [19], accompanied by a contour map of the for increasing foot radius of the extended simplest walking model, slope angle
root-mean-square of the step time response, T 2 . The contour map monotoni- = 0.004 rd and hip spring stiffness k = 0 are left unchanged. For rf > 0.90,
cally increases from the location of the fixed point (white star) toward the edges the limit cycle is unstable and the disturbance rejection reduces to zero. The four
of the BoA. Outside the BoA, the walker falls forward or backward [19]. quantities are scaled for visibility. For the comparison, we are only interested
in relative changes in the quantities due to changing foot radius, the absolute
values are not important.

compared for their correlation with actual disturbance rejection TABLE I


and computation time. QUANTITATIVE COMPARISON MEASURES FOR CHANGING FOOT RADIUS

A. Comparison for Changing Foot Radius


The foot radius is a design feature that has been applied in
multiple limit cycle walkers [5], [11], [16], [31]. It has shown
to be beneficial for the energy efficiency of the walkers, and
practically, it has been found that it increases their disturbance
rejection. When the foot radius is increased while and k are
kept unchanged, typically the model will walk at a higher speed
using larger steps. Fig. 6 shows how the foot radius affects the
The step length of the models with large foot radius is un-
actual disturbance rejection and the three disturbance rejection
reasonably large (close to twice the leg length) compared to
measures. It shows that for increasing foot radius the models
human walking. For this reason, it is more insightful to study
actual disturbance rejection increases. The model can handle
the effect of foot radius while keeping the step length equal, as
larger floor irregularities for larger foot radii. The disturbance
was done by McGeer [5]. This is achieved by adjusting the slope
rejection increases slowly for small foot radii and increasingly
angle while changing the foot radius, such that the resulting step
fast for larger radii; it reduces to zero for foot radii for which
length stays the same. We also performed this parameter study,
the limit cycle is unstable (rf > 0.9).
as shown in Fig. 7. Compared to Fig. 6, the actual disturbance
The quantitative comparison data for the three measures are
rejection increases more slowly for increasing foot radius and
given in Table I. It shows that there is a high positive correlation
even decreases for foot radii over 0.7.
(98%) between the reciprocal of the Gait Sensitivity Norm and
Again, Table II shows that there is a high correlation of 87%
the actual disturbance rejection. The Gait Sensitivity Norm as
between the reciprocal of the Gait Sensitivity Norm and actual
well as the maximal single disturbance max(|e|) predict the in-
disturbance rejection. Also, in this case, the largest Floquet
creasing disturbance rejection well. The correlation between the
multiplier is useless as a predictor of disturbance rejection.
largest Floquet multiplier and the actual disturbance rejection
is negative, and thus, does not give a good prediction. This also
shows from Fig. 6, as the largest Floquet multiplier increases at B. Comparison for Changing Hip Spring Stiffness
first and starts to decrease for foot radii larger than 0.65. The hip spring stiffness affects the natural frequency of the
It took 747 min (12.5 h) to calculate the actual disturbance re- walking model; a higher value of k will make the model walk
jection. The calculation of max(|e|) was about five times faster, at a higher speed and with shorter steps. Kuo [30] suggests that
still taking 160 min. The Gait Sensitivity Norm as well as the it can be used to improve the energetics of walking. For this
largest Floquet multiplier were calculated over 1000 times faster parameter study, we will adjust the slope angle to achieve equal
than the actual disturbance rejection in 32 and 20 s, respectively. step length for different spring stiffness values, similar to the
HOBBELEN AND WISSE: A DISTURBANCE REJECTION MEASURE FOR LIMIT CYCLE WALKERS: THE GAIT SENSITIVITY NORM 1219

Fig. 8. Actual disturbance rejection and three disturbance rejection measures


Fig. 7. Actual disturbance rejection and three disturbance rejection measures for increasing hip stiffness of the extended simplest walking model. The slope
for increasing foot radius of the extended simplest walking model. Slope angle angle is adjusted to achieve equal step lengths, the foot radius rf = 0 is kept
is adjusted to obtain equal step length for all cases, the hip spring stiffness unchanged.
k = 0 is left unchanged.
TABLE III
TABLE II QUANTITATIVE COMPARISON MEASURES FOR CHANGING HIP SPRING
QUANTITATIVE COMPARISON MEASURES FOR CHANGING FOOT RADIUS, STIFFNESS, EQUAL STEP LENGTH
EQUAL STEP LENGTH

The disturbance rejection of the simplest walking model on


end of the previous section. The results are given in Fig. 8. slopes of > 0.007 rd turns out to be complex; the range of
For increasing hip spring stiffness, and thus, higher walking allowed single floor height differences is not convex, as shown
speed, the disturbance rejection of the model increases. While in Fig. 9. At = 0.010 rd, it happens that the walking model
the Gait Sensitivity and max (|e|) predict this effect, the Floquet manages to overcome a step-down of 2.4 mm, while it cannot
multipliers seem to predict the opposite, decreasing disturbance manage a smaller step-down of 2 mm. The measure max(|e|)
rejection. measures the difference between the boundaries of the allowed
Table III shows that the reciprocal of the Gait Sensitivity range that are closest to zero, as indicated in Fig. 9.
Norm has almost perfect positive correlation (99%) with actual The results of the comparative study for changing slope angle
disturbance rejection in this study. The maximal single distur- are given in Fig. 10 and Table IV.
bance gives a good prediction as well. The largest Floquet multi- The comparison results confirm the findings by Schwab
plier shows a negative correlation, which agrees with the obser- et al. [19] that the correlation between the largest Floquet multi-
vation from Fig. 8. The calculation time of the Gait Sensitivity plier and disturbance rejection is limited. Again, the Gait Sensi-
Norm is more than a factor 1000 shorter than for calculating the tivity Norm gives quite a good prediction of actual disturbance
actual disturbance rejection. rejection with a positive correlation of 88%. Altogether, these
results convince us that our Gait Sensitivity Norm is useful as
C. Comparison for Changing Slope Angle a predictor of the actual disturbance rejection of limit cycle
walkers.
Changing the slope angle while keeping the foot radius and
hip spring stiffness to zero reduces our extended simplest walk-
ing model to the original one. This parameter study has been VI. GAIT SENSITIVITY NORM FOR REAL ROBOTS
performed by other researchers before [19], [26]. The study by The Gait Sensitivity Norm can be applied to real prototype
Schwab et al. [19] already showed that there is no direct rela- walkers as well as simulation models. This section shows the use
tion between the Floquet multipliers and disturbance rejection, of the Gait Sensitivity Norm in an exemplary parameter study
which they measured as the area of the BoA. that has been performed on an existing actuated 2-D walking
1220 IEEE TRANSACTIONS ON ROBOTICS, VOL. 23, NO. 6, DECEMBER 2007

Fig. 9. Range of allowed single floor height differences for changing slope
angle. For > 0.007rd, the shape of this range is highly irregular. The definition
Fig. 11. (a) The physical 2-D limit cycle walker called Meta. (b) This
of max(|e|) in this irregular shape is indicated by the arrow.
prototype is subjected to a parameter study establishing the Gait Sensitivity
Norm through measurement trials with a single step-down disturbance. (c) For
each parameter setting in the study Meta also performed a 100-step trial over
a floor with randomly varying height to evaluate the correlation between the
measured Gait Sensitivity Norm and actual disturbance rejection.

Fig. 10. Actual disturbance rejection and three disturbance rejection measures
for increasing slope angle of the extended simplest walking model.

TABLE IV
QUANTITATIVE COMPARISON MEASURES FOR CHANGING SLOPE ANGLE

Fig. 12. (a) Gait Sensitivity Norm measured on the physical prototype Meta.
The box plots show the result of 20 measurement trials for each of the four-
parameter settings. (b) Results of four 100 step trials walking over a floor
with randomly varying height. For each parameter setting, the results show the
amount of steps in the trial that were successful (100 steps minus the steps in
which a fall occurred). The results in (a) and (b) show the same trend in the
effect of the parameter setting on the disturbance rejection of the prototype.

prototype called Meta, shown in Fig. 11(a). The parameter


involved in this study is the proportional gain in a local feedback gait indicator is step time. Thus, a measurement trial involves
loop in the prototypes stance ankle.2 measuring the step time of consequent steps of the prototype
To find the Gait Sensitivity Norm in practice, the step-to-step while it encounters a single 4 mm (0.7% of its 0.6 m leg length)
response of the gait indicators to a single (impulse) disturbance step-down in the floor [Fig. 11(b)]. From this measurement trial,
needs to be measured (Section III-B). In this parameter study, we derive the prototypes nominal step time (g ) and the devi-
again, the choice of disturbance is a floor height variation and the ations from this nominal step time in the steps following the
single step-down disturbance (gk g ). Equation (4) gives us
the prototypes Gait Sensitivity Norm. The results are shown in
2 Note that this prototype study was quite extensive and the results were highly
Fig. 12(a). As the Gait Sensitivity Norm measurement can be
interesting by themselves. Due to space limitations here we only give them for
showing the practical applicability of the Gait Sensitivity Norm. The complete performed relatively fast, we are able to perform 20 measure-
results will be presented in a future publication. ment trials per parameter setting. By doing this, we can increase
HOBBELEN AND WISSE: A DISTURBANCE REJECTION MEASURE FOR LIMIT CYCLE WALKERS: THE GAIT SENSITIVITY NORM 1221

the confidence level of our measurement by canceling out the The fact that the Gait Sensitivity Norm performs much better
variability due to noise that is secondary to our purposefully than the Floquet multipliers in terms of predicting a walkers
applied floor disturbance (e.g., sensor noise). actual disturbance rejection is mainly determined by two factors.
A full validation of the measured Gait Sensitivity Norm with 1) The Gait Sensitivity Norm incorporates the effect of real-
actual disturbance rejection, as was done for the simple model world disturbances instead of looking at perturbations in
in Section V, is unfortunately not practically feasible in case of the walkers state space. By doing this, the Gait Sensi-
a real prototype. In practice, establishing the actual disturbance tivity Norm incorporates the likelihood of certain state
rejection as defined in Section IV-A would require an excessive perturbations occurring in reality in contrast to assuming
laboratory setup (large diversity in floor properties), extremely all eigenmodes are excited equally.
long experimental times, and many, possibly destructive, falls. 2) The use of gait indicators weighs the relevance of the
Only an approximate validation of the Gait Sensitivity Norm walkers eigenmodes with respect to actual failure modes.
is possible by obtaining a rough indication of the actual distur- Instead of observing the eigenmodes that have the slowest
bance rejection. convergence as is done with the largest Floquet multiplier,
This indication is gained by letting the prototype walk over the Gait Sensitivity Norm observes a specific combination
a fixed floor with randomly varying floor height and measuring of eigenmodes that brings the walker closest to a fall.
the amount of successful steps and falls (unsuccessful steps) that
occur during this trial [Fig. 11(c)]. The percentage of successful
steps in the total set of steps is an indicator of the prototypes B. Choice of Disturbances and Gait Indicators
actual disturbance rejection. In this study, we have built such a The choice of disturbances e and gait indicators g is crucial
randomly varying floor by the use of a set of wooden boards for the success of the Gait Sensitivity Norm. The choice to
with varying thicknesses (multiples of 4 mm). The order in use floor height variations as disturbance and step time as gait
which these boards were placed was based on a random num- indicator in this study turns out to be successful for the simple
ber generator with a uniform distribution. The total floor length 2-D walking model.
allowed us to have the prototype walk 100 steps (for each pa- In general, the choice of disturbances e is free to the designer.
rameter setting). Due to material and space limitations, we built One can choose either to study a walkers ability to cope with
the floor in six separate pieces. Fig. 12(b) shows the results of one specific disturbance that seems essential to the designer
the experiment. These results show the same trend in the effect or try to build a complete set of disturbances that represents
of the parameter setting on the disturbance rejection of the pro- the real world. We think that, in general, for various walkers,
totype. Parameter setting 1 has the lowest disturbance rejection using floor height variations is a good choice. It is a disturbance
and parameter setting 3 the highest, parameter settings 2 and 4 that is constantly present in real-world situations, and it has a
perform in between these extremes. As the measurements on the large influence on walkers behavior. This is shown by the fact
long random floor take a long time to perform, we did not repeat that most existing bipedal robots have a hard time coping with
it as often as the Gait Sensitivity Norm measurements to get the unexpected floor irregularities and only perform successfully on
same confidence level. Nonetheless, the experiment indicates well-conditioned surfaces.
that the measured Gait Sensitivity Norm on the real prototype The choice of gait indicators g is not as open as the choice of
gives a good prediction of the actual disturbance rejection. disturbances e. For every application, the designer needs to sum-
marize the possible failure modes and check whether the chosen
VII. DISCUSSION set of gait indicators is related to all of those. In Section VI-C, we
showed how this was done for our simple 2-D walking model. In
The results in Section V show that the Gait Sensitivity Norm is
general, the choice of gait indicators involves understanding the
the only disturbance-rejection measure in this study that is able
main failure modes that underlie a specific walker. It is our belief
to give a good prediction of the disturbance rejection of a simple
that such specific understanding is crucial and necessary in the
2-D walking model in a short calculation time. Section VI shows
construction of a disturbance-rejection measure, as the highly
that the Gait Sensitivity Norm also gives a good prediction of
nonlinear nature of limit cycle walking prevents a more gen-
the disturbance rejection of a more complex, real walking robot.
eralized definition. We intend to study models and prototypes
In this section, we will give an explanation of this performance
of incrementally increasing complexity to compose a complete
and discuss the general use of the Gait Sensitivity Norm in case
understanding of the failure modes underlying bipedal walking,
other walkers are involved.
and consequently, a complete set of gait indicators. It should
be noted that, although this study only involves a single gait
A. Explanation of the Gait Sensitivity Norms Performance
indicator, the Gait Sensitivity Norm allows the use of a vector
For all disturbance-rejection measures studied, the Gait Sen- of indicators when necessary.
sitivity Norm as well as the Floquet multipliers excel in achiev- At this stage of our research, we expect that using step time
ing fast calculation times. This is because both are based on as the gait indicator will be effective for most bipedal walkers.
the concept of linearizing a walkers step-to-step behavior us- The results in Sections V and VI show this is true for both a
ing the Poincare analysis method. This linearization drastically simple and a more complex, realistic prototype walker. Also,
decreases the calculation time needed to establish a limit cycle we examined the effect of using other gait indicators on the
walkers behavior. performance of the Gait Sensitivity Norm. Table V shows that,
1222 IEEE TRANSACTIONS ON ROBOTICS, VOL. 23, NO. 6, DECEMBER 2007

TABLE V (which include the disturbances e and gait indicators g)


PERFORMANCE GAIT SENSITIVITY NORM WITH VARIOUS GAIT INDICATORS
until footstrike occurs, and then calculate the effect of im-
pact at footstrike, giving the initial conditions v of the next
step.
In case of the model used in this study, a stride starts with

0
0
v0 =
0
0
The disturbance e is a floor height difference h that influences
the instant of footstrike. For the gait indicator g, we choose step
time T , which is implicitly obtained by simulating one step and
observing the time it takes the model to complete this step.
on the simple model, the gait indicator step time gives the best
The angular accelerations and that describe the continuous
prediction of actual disturbance rejection in comparison with
dynamics of the walking model between foot strikes, are as at
other gait indicators.
the bottom of the next page, Footstrike occurs when
VIII. CONCLUSION (1 rf )(cos () cos ( )) = h.
We have introduced a new disturbance rejection measure for The discrete map that describes the effect of the instantaneous
limit cycle walkers, which we call the Gait Sensitivity Norm impact at footstrike and the swapping of stance leg and swing
g/e2 . The Gait Sensitivity Norm can be obtained through leg, is given the bottom of the next page, where the superscript
simulation and by measurements on physical prototypes. In this + denotes the state just after footstrike and the superscript
study, we have compared it to other disturbance-rejection mea- denotes the state just prior to footstrike.
sures (Floquet multipliers and the largest allowable single dis- 3) Find the fixed point and calculate sensitivity matrices A
turbance) using a simple 2-D walking model. In this comparison, and C The fixed point of the stride function v defines the
we have used floor irregularities as disturbance e and step time nominal limit cycle motion of the model. The fixed point is found
as indicator for the chance of falling g. Compared to the other by performing a NewtonRaphson search starting with a set of
measures, the Gait Sensitivity Norm excels in faster calculation initial conditions v0 close to the cyclic solution v and without
time and better correlation with actual disturbance rejection. the presence of a disturbance (e = 0). The Newton-Raphson
Similarly, measuring the Gait Sensitivity Norm on a physical search requires the partial derivative of the stride function S
prototype results in relatively short experimental time and good to the initial conditions v, which is defined by the sensitivity

correlation with actual disturbance rejection. The combination matrix A = S v(v
vn
, 0)
.
of those two aspects makes it the first measure that can be used
for the optimization of the disturbance rejection of limit cycle repeat
walkers. This is essential in the attempt to get limit cycle walk- v1 = Sv (v0 , 0)
ers that already excel in terms of energy efficiency, to operate
in more difficult environments. g0 = Sg (v0 , 0)
v = [I A]1 (v1 v0 )
APPENDIX
v0 = v0 + v
PROCEDURE GAIT SENSITIVITY NORM
until|v| < 
This appendix gives a step-by-step description of how the Gait
Sensitivity Norm can be obtained, both for simulation models v = v0
and physical prototypes. The section on simulation models con- where I is the identity matrix. The sensitivity matrix A is nu-
tains the equations of motion of the model that has been used in merically determined for each repetition of the search algorithm.
this study, as described in Section IV-B. This requires that each element of the initial conditions v(j) is
separately perturbed by a small amount after which one stride
Simulation Models is simulated. Sensitivity matrix C = Sg (v , 0)/vn can be
1) Choose disturbances e and gait indicators g: This choice obtained simultaneously as it also involves the simulation of a
should be based on the knowledge of the failure modes of step with perturbed initial conditions.
the model, as exemplified in Section IV-C.
repeat for all elements of v
2) Obtain the nonlinear stride function: Given disturbances
e and gait indicators g, obtain the stride function S as v0,p ert = v0
defined in (1) in Section III-B. The stride function is cal-
v0,p ert (j) = v0,p ert (j) +
culated as follows. Start with initial conditions v just after
footstrike, integrate the equations of motion of the model v1 + v1,p ert = Sv (v0,p ert , 0)
HOBBELEN AND WISSE: A DISTURBANCE REJECTION MEASURE FOR LIMIT CYCLE WALKERS: THE GAIT SENSITIVITY NORM 1223

g0 + g0,p ert = Sg (v0,p ert , 0) at every step. The nominal value of the gait indicators g
is estimated by taking the mean value of the gait indicators
A(:, j) = v1,p ert /
over multiple steps. As the experiment(s) will usually not
C(:, j) = g0,p ert / start out with the fixed point initial conditions v , the mea-
surements on the first couple of steps out of an experiment
will have to be omitted.
where A(:, j) indicates the jth column of matrix A.
3) Set up separate disturbance experiments: For every dis-
4) Calculate sensitivity matrices B and D: The sensitiv-
turbance out of the set e, a separate experiment should
ity matrices B = Sv (v , 0)/en and D = Sg (v , 0)/en
be conducted. In every experiment, the respective distur-
are obtained in a similar fashion as matrices A and C.
bance should be applied once during a single step (e.g.,
In this case, a single stride is simulated in which one dis-
one single stepdown in the floor). The size of the distur-
turbance e(j) is present and the initial conditions are set
bance should be big enough to cause a distinguishable
to be the fixed-point values v . This is repeated for all
effect, but small enough to ensure that falling does not
elements of e.
occur. Before this disturbance is applied, the prototype
5) Calculate the H2 -norm: To complete the calculation of the
needs to be able to settle down into its nominal limit cy-
Gait Sensitivity Norm, (5) from Section III-C is solved, using
cle motion. The best way of doing this is creating a large
the matrices A, B, C, and D that have been determined.
enough disturbance-free section before the disturbance.
Whether the convergence to the limit cycle motion was
Physical Prototypes
successful can be checked by observing the value of the
1) Choose disturbances e and gait indicators g : This choice gait indicators g in the step just before the disturbance and
should be based on the knowledge on the failure modes of comparing it with g .
the model, as exemplified in Section VI-C. 4) Measure variability of gait indicators: In the steps follow-
2) Estimate the fixed point and g : To estimate the fixed point ing the purposely applied disturbance (e.g., k from 1 to
and the nominal value of the gait indicators g , one (or 20), the value of the gait indicators gk should be measured.
multiple) walking experiment needs to be performed in 5) Calculate the H2 -norm: The practical estimation of the
which the presence of disturbances is minimized. During Gait Sensitivity Norm is completed by calculating (4) from
this experiment, the gait indicators g have to be measured Section III-C.

(1 rf ) sin ( ) + rf (1 rf ) sin ()2 rf sin ()


=
(1 rf )2 + rf2 + 2rf (1 rf ) cos ()

(1rf )((1rf )+rf cos ())((1rf ) sin ()rf sin ()) 2 rf (1 rf ) sin ()2
= +
(1 rf ) + rf + 2rf (1 rf ) cos ()
2 2 (1 rf ) + rf2 + 2rf (1 rf ) cos ()
2

((1rf ) cos ()+rf cos ())((1rf ) sin ()rf sin ()) (1rf ) sin ()rf sin ()
+ + k
(1rf )2 +rf2 +2rf (1rf ) cos () (1 rf )2 + rf2 + 2rf (1 rf ) cos ()

+ =
+ =
(1 rf )2 cos ( ) + rf (1 rf )(cos ( ) + cos ( )) + rf2
+ =
(1 rf )2 + rf2 + 2rf (1 rf ) cos ( )

rf (1 rf ) + (1 rf ) cos ( )(1 (1 rf ) cos ( ))
+ = (1 rf )
(1 rf )2 + rf2 + 2rf (1 rf ) cos ( )

rf (cos ( ) cos ( )) + rf (1 rf ) sin ( ) sin ( )


+
(1 rf )2 + rf2 + 2rf (1 rf ) cos ( )

rf (sin ( ) sin ( ))(rf sin ( ) + (1 rf ) sin ( ))
+ .
(1 rf )2 + rf2 + 2rf (1 rf ) cos ( )
1224 IEEE TRANSACTIONS ON ROBOTICS, VOL. 23, NO. 6, DECEMBER 2007

ACKNOWLEDGMENT [20] M. Wisse, A. L. Schwab, R. Q. van der Linde, and F. C. T. van. Der. Helm,
How to keep from falling forward: Elementary swing leg action for
The authors would like to thank Frans van der Helm, Arend passive dynamic walkers, IEEE Trans. Robot., vol. 21, no. 3, pp. 393
Schwab, and Richard van der Linde for helpful comments. 401, Jun. 2005.
[21] J. Pratt, C.-M. Chew, A. Torres, P. Dilworth, and G. Pratt, Virtual model
control: An intuitive approach for bipedal locomotion, Int. J. Robot.
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