2.1. Geometric Model and Constraints of the Mechanism
As illustrated in
Figure 1, the object of study is an axisymmetric multi-rod parallel mechanism. The mechanism consists of two coaxial platforms (upper and lower) connected by multiple spatial spherical–rod–spherical linkages. The two ends of each rod are attached to spherical hinge points on the upper and lower platforms, respectively. These hinge points are uniformly distributed along the circumferences of the platforms, resulting in an overall configuration that exhibits rotational symmetry about the central axis.
During operation, the central axes of the two platforms remain coincident at all times. Their relative motion is characterized by an axial translation of the upper platform along the central axis, coupled with a relative rotation of the lower platform about the same axis. Owing to the constant lengths of all connecting rods, these two types of motion are not independent but are inherently coupled through the geometric constraints of the mechanism.
To describe the motion of the mechanism in a unified manner, a fixed coordinate system, Σ = {
O,
x,
y,
z}, is established, as shown in
Figure 2. The center of the lower platform is taken as the origin
O. The
z-axis is defined along the common axis of symmetry of the upper and lower platforms and is directed upward. The
x-axis is defined as the radial direction passing through hinge point
A1 of the upper platform when the lower platform is at the zero-rotation configuration, and the
y-axis is determined according to the right-hand rule.
Within this coordinate system, the relative pose of the mechanism can be described by two generalized coordinates, namely, the axial height
h and the relative rotation angle
ψ. Accordingly, the generalized coordinate vector is defined as follows:
Here, h > 0 denotes the center-to-center distance of the upper platform relative to the lower platform along the z-axis, and ψ denotes the rotation angle of the lower platform relative to the upper platform about the z-axis. The z-axis coincides with the physical axis of symmetry of the mechanism. Accordingly, all quantities related to axial displacement, axial velocity, and variations in axial height in the following analysis are defined with respect to this physical axis.
Let the radii of the circles on which the hinge points of the upper and lower platforms are distributed be
Rt and
Rb, respectively. The mechanism consists of
n spherical-rod-spherical linkages, and each platform is equipped with
n spherical hinges uniformly distributed along its circumference. The circumferential angular position of the
i-th hinge point is defined as follows:
Here,
θ0 is the reference phase angle. For an ideal axisymmetric mechanism, the hinge points on the upper and lower platforms are topologically paired in a one-to-one correspondence according to the same index order. Accordingly, the position vectors of the connection points of the
i-th rod on the upper and lower platforms can be expressed as
Therefore, the rod vector of the
i-th rod is given by
Since the operating workspace satisfies h > 0, the z-component of the i-th rod vector, dz,i(q) = h > 0, is always positive. Therefore, the z-components of all rod vectors have the same sign, which can be used to specify the vector orientation in the subsequent line-vector representation and thereby eliminate the sign ambiguity in line representation.
Substituting Equation (3) into Equations (4) and (5) yields
It follows from Equation (6) that, under the assumptions of ideal axisymmetric and uniform hinge distribution,
is independent of the rod index
i, that is, all
n rods have the same length. Denoting this constant rod length by
L, the feasible configurations of the mechanism must satisfy the constant-length constraint
From Equation (7), the analytical expression for the axial height as a function of the rotation angle can be directly obtained as
To facilitate the description of the axial variation in the mechanism during rotation, the axial height variation relative to the zero configuration (
ψ = 0) is further defined as
Equation (9) represents the downward displacement of the upper platform along the z-axis relative to the initial aligned configuration when the mechanism twists from the zero configuration to an angle ψ. Therefore, any scalar variation associated with the z-direction is, in essence, the change in the height of the upper platform along this physical axis.
Differentiating Equation (7) with respect to time yields the velocity-level constraint
Equation (10) indicates that, at any instantaneous configuration, the axial velocity and the angular velocity must satisfy a definite linear relation. In other words, although the instantaneous generalized velocity is formally written as , it can vary only along the one-dimensional direction permitted by the constraint and cannot be specified independently. This property also provides the foundation for the subsequent construction of the feasible velocity direction, the mapping of characteristic velocities, and the inverse kinematic formulation.
Differentiating Equation (10) once more with respect to time gives the acceleration-level constraint
Equation (10) degenerates into
Since
h > 0 always holds within the workspace, it follows that
This indicates that, under the above special configurations, the axial velocity component of the mechanism is instantaneously locked, that is, the platform cannot continue to extend or contract along the z-axis at that instant. These special configurations are referred to as dead-point configurations. However, the occurrence of a dead point here does not imply that the mechanism completely loses its mobility. Rather, it means that, at the velocity level, the admissible instantaneous motion direction degenerates: the axial component is constrained, whereas the rotational component about the z-axis may still exist. Meanwhile, at the acceleration level, the mechanism may still be able to move away from the dead-point configuration. Therefore, the dead point is better understood as a special property of the kinematic mapping, rather than as a complete loss of the mechanism’s degree of freedom in the geometric sense.
When the mechanism is fully axisymmetric, i.e.,
Rt =
Rb, Equation (8) can be further simplified as
Furthermore, Equation (9) gives the relationship between the axial height variation and the configuration, as illustrated in
Figure 3.
As shown in
Figure 3, the rotation angle
ψ is taken over the interval [−2
π,2
π], while the hinge-distribution radius
R and the rod length
L are varied separately. It can be observed that Δ
h(
ψ) exhibits two periods within [−2
π,2
π], with a fundamental period of 2
π. As
ψ increases from 0 to
π, Δ
h increases monotonically; as
ψ further increases from
π to 2
π, Δ
h returns to a smaller value, thereby forming a symmetric return branch. That is,
where
.
Therefore, without loss of generality, it is sufficient to consider the principal interval
This angular interval covers all non-redundant configurations from the zero configuration to a half-turn rotation and thus serves as the basic domain for the subsequent numerical analysis.
To transition from the discrete rod geometry to the subsequent continuous line-field representation, the circumferential hinge angle is further continued by letting
θ ∈ [0,2
π), and the generatrix parameter
t ∈ [0,1] is introduced. Accordingly, a continuous generatrix corresponding to the circumferential position
θ can be expressed as
where
Equation (18) shows that the parameter
t performs a linear interpolation between the lower-platform hinge point
B(
θ,
q) and the upper-platform hinge point
A(
θ,
q), and therefore specifies an arbitrary point on the corresponding generatrix. Since the
z-coordinates of the upper and lower hinge points are
h and 0, respectively, any point on the generatrix satisfies
Projecting Equation (18) onto the
xy-plane and considering the cross-sectional radial coordinate under the condition of complete axisymmetric
Rt =
Rb, one obtains
Further, by letting
the envelope surface generated by this family of generatrices can be transformed into the standard quadric form
Equation (23) indicates that, under ideal axisymmetric and non-degenerate configurations, the continuous extension of the rod axes generates a ruled surface symmetric about the z-axis, whose typical form is a one-sheeted hyperboloid. This shows that the multiple rod axes in the mechanism under study are not merely a set of discrete spatial lines, but collectively form a rod-axis envelope surface with a well-defined analytical structure.
From Equation (23), the waist radius of this surface can also be obtained as
It follows that the rotation angle
ψ directly determines the geometric form of the enveloping hyperboloid.
ψ → 0,
In this limit, the axial semi-axis of the surface tends to infinity, and the limiting form approaches a cylindrical surface of radius
R. By contrast, as
ψ →
π−,
the surface gradually contracts, the waist disappears, and the geometry tends toward a degenerate intersecting configuration.
As shown in
Figure 4, as the relative rotation angle
ψ of the two platforms gradually increases from a small value, the rod-axis envelope surface undergoes a continuous evolution from a “near-cylindrical form” to a “one-sheeted hyperboloid”, and finally to a “degenerate intersecting form”.
Figure 4a corresponds to the small-angle case, in which the generatrices are nearly parallel and the overall geometry approaches a cylindrical surface;
Figure 4b corresponds to an intermediate rotation angle, where the generatrices exhibit the typical waist-contraction feature of a hyperboloid; and
Figure 4c corresponds to the case where
ψ approaches
π, in which the waist radius tends to zero and the generatrices gradually converge toward the center. This figure provides an intuitive geometric illustration of the variation law of the envelope surface revealed by Equations (23) and (24).
This result indicates that, under the axisymmetric assumption, the discrete rod axes can be naturally elevated to a family of spatial straight lines varying continuously along the circumferential direction. Therefore, the overall geometric state of the mechanism can be described not only by the discrete set of individual rods, but also in a unified manner through a continuous rod-axis field.
2.2. Plücker Line Field and Envelope Feature Vector
At a given configuration
q, the six rod axes of the mechanism shown in
Figure 1 constitute a set of oriented spatial lines. To simultaneously describe the direction of each rod axis and its spatial position relative to the coordinate origin, Plücker coordinates are adopted as a unified representation of the rod axes. The Plücker representation is a classical homogeneous representation of spatial lines and has been widely used in line geometry, screw theory, mechanism science, and robot geometric modeling [
24,
25,
26,
27]. From an engineering perspective, its advantage lies in the fact that it avoids repeatedly switching among different points on the same line. Instead, the entire oriented line can be encoded as a six-dimensional quantity using only one direction vector and one moment vector with respect to the origin, which facilitates the unified treatment of the complete set of rod axes.
For the
i-th rod, let a point on its axis be the lower-platform hinge point
Bi(
q), and let the direction vector be the rod vector
di(
q) defined in Equation (4). The corresponding primitive Plücker line vector is then defined as
Expanding it into six scalar components gives
Here, the first three components describe the direction of the rod axis, whereas the last three components describe the moment offset of the line relative to the origin. Therefore, the Plücker line vector provides a unified geometric description that combines the rod-axis orientation and its spatial offset.
The Plücker representation is essentially homogeneous: the same oriented line can be represented by any nonzero scalar multiple of , .
To fix this sign freedom throughout the workspace, this study consistently adopts the orientation convention from the lower platform toward the upper platform, namely,
Since h > 0 holds throughout the workspace, the z-components of all rod axes remain positive. Consequently, the sign convention for the line direction can be maintained consistently over the entire workspace.
To eliminate the arbitrary scale introduced by the magnitude of the direction vector in the Plücker representation and to facilitate coefficient comparison among different configurations, Equation (27) is further normalized by the rod length
. Define
Here, is dimensionless, whereas retains the dimension of length. The vector Li(q) obtained from Equation (30) serves as the basic object for the subsequent modeling of both the discrete line field and the continuous line field. For simplicity of notation, the six normalized components are still denoted by dx, dy, dz, mx, my, mz.
By stacking the normalized Plücker line vectors of all
n rods row by row, the discrete line-set matrix is obtained as
Each row of Y(q) corresponds to the six-dimensional geometric description of one rod axis, and each column corresponds to one of the six components dx, dy, dz, mx, my, mz. Therefore, Y(q) can be regarded as the sampling matrix of the current discrete rod-axis field of the mechanism.
Because the rods are uniformly distributed along the circumferential direction, the mechanism geometry is naturally periodic with respect to the circumferential angle. The most natural continuous variable is therefore the circumferential angle
. Accordingly, a truncated Fourier basis is adopted to construct a circumferentially continuous representation of the discrete line field. The basis function vector truncated at order
Nh is defined as
and the basis matrix corresponding to the discrete samples
is constructed as
Hence, the discrete line-set matrix
Y(
q) can be written as
Here,
C(
q) is the Fourier coefficient matrix of the line field. Its columns correspond one-to-one with the six Plücker components, namely,
This means that each Plücker component is represented as a spectral expansion with respect to the circumferential angle θ whereas C(q) summarizes the circumferential geometric pattern of the entire rod-axis set. Compared with treating the six rods individually, this representation transforms the “discrete rod set” into a “continuous line field”, thereby compressing the overall geometric state of the mechanism into a low-dimensional and structured coefficient matrix.
When
n ≥ 2
Nh + 1 and the sampling-angle set is nondegenerate,
C(
q) is uniquely determined in the least-squares sense by
For the uniform sampling adopted in this study,
, the matrix
has a strict diagonal structure and can be written as
Therefore, its pseudoinverse can be further simplified as
Equations (34)–(38) show that the discrete rod-axis set matrix Y(q) is analytically projected onto the low-order spectral coefficient matrix C(q). For a general mechanism, this representation is a low-order approximation. However, for the ideal axisymmetric mechanism considered in the remainder of this paper, the next subsection will further show that, when Nh = 1, this representation reduces to an exact closed-form result.
When
Nh = 1, the coefficient matrix
C(
q) consists of a constant term, a first-order cosine term, and a first-order sine term, and can be written as
Accordingly, the feature vector is defined as
From an engineering perspective, f(q) serves as a low-dimensional “fingerprint” of the geometric state of the entire rod-axis assembly. Specifically, c0 describes the overall line-field structure in the circumferentially averaged sense, whereas and characterize the dominant first-order modes of the circumferential variation in the rod-axis distribution. In other words, f(q) compactly encapsulates how the six rods are arranged as a whole and how this arrangement varies, thereby providing an interpretable feature space for the subsequent construction of velocity mappings, sensitivity analysis, and inverse kinematics.
According to Equation (34), for an arbitrary circumferential angle
θ, the Plücker representation of the continuous line field at that position can be written as
Differentiating with respect to time yields the instantaneous rate of change in the continuous line field,
Correspondingly, in the feature space,
Equation (44) gives the analytical mapping from the generalized velocity to the feature velocity .
2.3. Closed-Form Characteristic Coefficients Under Axisymmetry
Under the assumptions of ideal axisymmetric and uniform circumferential distribution of hinge points, the continuous angular parameter
θ can be used directly to derive a closed-form expression for the line-field coefficient matrix
C(
q). For notational simplicity, the following intermediate variables are introduced:
and
Here,
is the common length of an arbitrary rod, and
ι is its reciprocal. From Equations (3) and (4), the continuous rod vector is obtained as
whose three components can be expanded as
Correspondingly, from
the moment components are obtained as
Hence, the normalized Plücker line field is
and its components can be rearranged as
It can be seen from Equations (52)–(57) that, except for the constant terms, all θ-dependent components contain only the first-order harmonics , with no second- or higher-order harmonic terms. Therefore, for the ideal axisymmetric model, when the truncation order is chosen as Nh = 1, the Fourier representation in Equation (34) is an exact analytical expansion. That is, under this ideal condition, Y(q) = ΦC(q) is an exact identity.
For notational uniformity, let an arbitrary normalized line-field component
x(
θ) be written as
Accordingly, the constant term, the first-order cosine term, and the first-order sine term of each component can be directly identified, yielding the closed-form coefficient matrix for
Nh = 1
Here, the six columns correspond to (dx, dy, dz, mx, my, mz), respectively, whereas the three rows correspond to the coefficients associated with each Plücker component.
As can be seen from Equation (59), under ideal axisymmetric, the entire continuous rod-axis field is completely determined by only 18 closed-form characteristic coefficients, without the need to introduce higher-order harmonic terms. This result has two important implications. First, it shows that the feature vector constructed in this study is a rigorously consistent low-dimensional analytical representation of the ideal axisymmetric geometry. Second, it implies that the subsequent feature Jacobian Jf(q) can be obtained directly by differentiating Equation (59), thereby laying the foundation for the analytical inverse mappings at both the velocity and acceleration levels.
From an engineering viewpoint, Equations (58) and (59) show that, for an ideal axisymmetric mechanism, the circumferential geometric distribution of the entire rod-axis set does not need to be treated rod by rod. Instead, it can be completely characterized by a “constant block and first-order cosine block and first-order sine block”. For this reason, what must actually be tracked in the subsequent inverse analysis is not each individual rod axis itself, but rather the evolution of these 18 analytical characteristic coefficients with the configuration (h,ψ).
The above first-order exact representation is established under the assumptions of ideal axisymmetric and uniform hinge distribution. If symmetry-breaking factors are present, such as assembly errors, hinge-angle deviations, or inconsistent radii, the second- and higher-order harmonics generally no longer vanish identically. In that case, Nh = 1 degenerates from a “strictly exact representation” to a dominant low-order approximation.
2.4. Feature Kinematics and a Dead-Point-Stable Inverse Framework
2.4.1. Feature Representation of the Line-Field Twist and Analytical Feature Jacobian
As established above, the line-field feature vector of the mechanism at configuration
q is defined as
f(
q) = vec(
C(
q)), where
C(
q) is the closed-form characteristic coefficient matrix under first-order truncation. Accordingly, when the mechanism configuration
q(
t) varies with time, the time derivative of
f(
q(
t)) is naturally defined as the feature velocity:
From an engineering perspective, describes the instantaneous rate of change, in the feature coordinate system, of the continuous line field formed by the entire set of rod axes, rather than the local variation in any single rod. Therefore, it can be regarded as the “motion velocity” of the overall geometric state of the mechanism in feature space.
Applying the chain rule to
f(
q) yields the linear mapping between the feature velocity and the generalized velocity
:
When the truncation order is
Nh = 1, one has
,
, and
. Since
f(
q) = vec(
C(
q)), Equation (61) can be further rewritten as
where
Therefore, the analytical feature Jacobian can be obtained simply by differentiating the closed-form coefficient matrix C(q) derived in the previous subsection with respect to h and ψ.
Using the preceding notation and evaluating the required derivatives gives
Based on the closed-form coefficient matrix for the axisymmetric case with
Nh = 1, term-by-term differentiation with respect to
h and
ψ yields
Ch and
Cψ. From Equation (59), one obtains
and
Since depends linearly on , setting yields , whereas setting yields , in full agreement with the analytical derivatives.
Equations (62)–(66) provide the complete analytical form of the feature Jacobian Jf(q). Its significance lies in the following: once the axial–twisting generalized velocity of the platform is specified, the instantaneous variation of the continuous Plücker line field in feature space can be computed directly through Jf(q). Compared with conventional approaches that construct the Jacobian rod by rod from discrete linkages, the present formulation yields an analytical mapping for the global line-field features, with fixed dimension, clear structure, and explicit geometric interpretability.
2.4.2. Velocity Constraint, Dead Points, and the Origin of Invertibility
From Equation (10), the mechanism satisfies the constant-length constraint at the velocity level:
Writing this in vector form gives
Equation (68) indicates that, although the generalized velocity is formally written as , its two components cannot be prescribed independently. Instead, they must lie in the one-dimensional feasible subspace defined by the constraint. That is, at any configuration, the mechanism possesses only one admissible velocity direction. This also forms the basis for the subsequent analysis of feasible directions, feasible sensitivity, and worst-case amplification.
When
the mechanism is at a dead point. Since
h > 0 always holds within the workspace, Equation (69) degenerates to
This indicates that, at a dead point, the axial velocity component of the mechanism is instantaneously locked, and the admissible motion can only develop along a direction dominated by . It should be emphasized that this “locking” occurs only at the velocity level; it neither implies that the mechanism has completely lost its mobility nor means that the feature mapping automatically fails at that point.
To clarify this point, consider a representative feature component, namely the coefficient of the
mz component in the constant block. From Equation (59), one has
Differentiating it with respect to
ψ gives
At the dead point where
, this expression further simplifies to
Equation (73) shows that even at a dead point, the first-order response of the line-field features to the rotation angle ψ remains nonzero. In other words, a dead point does not mean that the feature space ceases to vary; rather, it means only that, under the velocity constraint, the feasible direction of the generalized velocity degenerates. It follows that the difficulty of inverse mapping near a dead point does not arise from a complete loss of local mobility of the mechanism, but from the amplification and numerical ill-conditioning of the input–output mapping. This distinction is crucial for the subsequent construction of a bounded inverse solver: what must be suppressed is primarily the mapping amplification, rather than assuming that the mobility vanishes completely at the dead point.
From an engineering perspective, this result also indicates that a dead point is a special state at the velocity level rather than an impassable geometric endpoint. Therefore, as long as the feature mapping retains a first-order response along the feasible direction, a stable inverse solution can still be constructed within the constraint-admissible subspace.
2.4.3. Weighted Generalized-Velocity Metric and Feasible-Direction Normalization
From Equation (68), the instantaneous generalized velocity of the mechanism at any configuration
q must satisfy the constant-length constraint. Therefore, although the generalized velocity is formally written as
its feasible set actually forms only a one-dimensional subspace. To establish a dimensionally consistent and physically comparable unified metric between the axial velocity
and the angular velocity
, the weighted generalized-velocity metric matrix is defined as
where
and
are the reference scales for the axial and angular velocities, respectively. On this basis, the weighted norm of the generalized velocity is defined as
The role of Equations (74)–(76) is not to alter the geometric constraint of the mechanism itself, but to provide a unified and dimensionally homogeneous balancing criterion for the metric.
From the constraint vector
a(
q), it follows that the feasible velocity set is the null space of
a(
q). Let the unit basis vector of this one-dimensional null space be denoted by
, subject to
Then any feasible generalized velocity can be uniquely written as
where the scalar z represents the velocity magnitude along the unique feasible direction. Since
N(
q) has been normalized under the
Rq-metric, one has
Therefore, under the current constraint structure, the original two-dimensional generalized velocity variable can be equivalently compressed into a single scalar amplitude z.
Constructing directly an unnormalized vector orthogonal to
a(
q) yields
Further normalization with respect to
Rq gives
Equation (81) provides the explicit expression for the feasible direction. It shows that, at different configurations q, the admissible instantaneous axial–twisting combined direction varies accordingly, whereas N(q) is the normalized representation of this direction under the unified weighted velocity metric.
From an engineering viewpoint, N(q) can be interpreted as the uniquely admissible unit generalized-motion direction of the mechanism at the current configuration. Accordingly, all subsequent feasible inverse mappings will be developed along this direction.
2.4.4. Weighted Feasible Sensitivity and One-Dimensional Inverse Mapping of the Feature Velocity
Substituting Equation (79) into the feature-velocity mapping in Equation (61) yields
Define
then Equation (82) can be rewritten as
Here, v(q) denotes the image, in feature space, of the unit feasible generalized motion. Therefore, it characterizes how the features of the continuous Plücker line field change instantaneously when the mechanism moves only along its unique admissible direction at the current configuration.
Because the feature vector
f contains both direction-type components and moment-type components, the physical dimensions and numerical scales of its components are not uniform. It is therefore necessary to introduce a unified weighting in feature space. To this end, define the diagonal scaling matrix
and the corresponding symmetric positive-definite weighting matrix
Here, L0 is a characteristic length introduced to homogenize the moment-type components with the direction-type components.
Accordingly, the weighted norm of any feature vector
is defined as
On this basis, the weighted feasible sensitivity at the current configuration is defined as
From an engineering perspective, measures how strongly the overall features of the continuous rod-axis field respond when the mechanism varies along the uniquely admissible unit generalized-motion direction. A larger indicates that a small platform motion produces a large feature variation, so inverse mapping is relatively easy; conversely, a smaller indicates that a much larger platform motion is required to produce only a small feature variation, making inverse mapping more susceptible to amplification and ill-conditioning.
Given a desired feature velocity
, the optimal scalar amplitude along the feasible direction is defined, in the weighted least-squares sense, as
Differentiating Equation (89) yields
Accordingly, the resulting one-dimensional inverse mapping of the feature velocity is
Equations (90) and (91) show that, under the imposed constraint, the inverse solution is constructed in two steps: first,
N(
q) determines the unique feasible generalized-motion direction; second, Equation (90) provides the optimal velocity magnitude along that direction. In this framework, the key factor governing the difficulty of inversion is whether the denominator
becomes excessively small.
If the target feature velocity df lies entirely in the feasible image subspace span{v(q)}, Equation (91) yields a zero-residual inverse solution. By contrast, if df contains components outside this one-dimensional feasible image subspace, Equation (91) returns only its optimal weighted projection onto the feasible direction, and the unattainable component is manifested as a nonzero feature residual.
2.4.5. Worst-Case Gain and Amplification Mechanism
Within the weighted feasible inverse-mapping framework, the magnitude of the generalized-velocity solution corresponding to an arbitrary unit target feature velocity can be obtained from Equation (90). To further quantify how strongly the inverse solution may be amplified under the worst-case input at the current configuration
q, the weighted worst-case gain is defined as
By the weighted Cauchy–Schwarz inequality,
Equality is attained when
and
df is collinear with
v(
q) in the
Q-inner-product sense. Therefore,
Equation (96) indicates that the weighted worst-case gain is the reciprocal of the weighted feasible sensitivity. Therefore, the fundamental cause of pronounced velocity amplification in the inverse mapping is not that the mechanism is literally “stuck” at that configuration, but rather that the feature-response intensity along the unique feasible direction becomes significantly weakened, i.e., decreases, so that a larger generalized-velocity amplitude is required as compensation.
This observation also clarifies the interpretation of singularity in the present problem. Here, singular behavior is more appropriately understood as a degeneration of the weighted local feature mapping, rather than simply as a geometric dead point or a sudden disappearance of mobility. Consequently, the configuration at which inversion becomes most difficult does not necessarily coincide with the dead-point configuration. What truly governs the inversion difficulty is the local weighted amplification relation characterized by Equation (96).
It should further be emphasized that the weighted worst-case gain GQ(q), as defined in Equations (93)–(96), is not intended to represent a universal, parameterization-independent geometric distance from the current configuration to the singular set. Rather, it is a local weighted amplification measure defined under the selected feature-space metric Q and generalized-velocity metric Rq. Specifically, it characterizes the maximum generalized-velocity magnitude required to realize a unit feature variation within the present metric-consistent formulation. Therefore, in the framework adopted here, singularity is more accurately reflected by the degeneration of the weighted local inverse mapping, namely, a vanishing feasible sensitivity together with an increasing worst-case gain. Once the metric is fixed, GQ(q) can be used as an absolute amplification index for comparing different configurations of the same mechanism within the same modeling and weighting framework.
2.4.6. Damped Regularization and Homogeneous KKT Inverse Solution
Although Equation (91) provides a closed-form one-dimensional feasible inverse solution, Equation (96) shows that when
is small, the worst-case gain increases markedly, which may lead to excessive peaks in the generalized velocity and heightened sensitivity to numerical errors and modeling perturbations. To suppress this amplification effect while strictly satisfying the mechanism constraint, we further formulate the following weighted damped least-squares problem:
where
λ(
q) ≥ 0 is a configuration-dependent damping coefficient. The first term in Equation (97) is the weighted feature-velocity residual, which measures the mismatch between the target feature velocity
df and the realizable feature velocity
. The second term is a weighted generalized-velocity penalty used to suppress excessively large axial–twisting combined velocity amplitudes. Accordingly, Equation (97) establishes an explicit trade-off between tracking accuracy and bounded velocity magnitude.
Introducing the Lagrange multiplier
μ, the corresponding Lagrangian is constructed as
Setting the partial derivatives of
with respect to
and
μ to zero yields the fixed-dimension KKT linear system
The unknowns in Equation (99) are only and . Thus, at each configuration, only one fixed-size 3 × 3 linear system needs to be solved. A key advantage of this formulation is that it does not require the explicit construction of a local pseudoinverse that may diverge in ill-conditioned regions; instead, it directly yields a damped bounded solution in the original pose variables under the explicit constraint.
Because the purpose of damping is to suppress velocity amplification in low-sensitivity regions, the damping coefficient is designed to depend on the weighted feasible sensitivity introduced above. Specifically, the following continuous scheduling law is adopted:
Equation (100) shows that when is relatively large, λ(q) becomes small, so that the system approaches the unbiased weighted least-squares solution and preserves feature-velocity tracking accuracy. By contrast, when is small, λ(q) increases, thereby strengthening the penalty on , actively compressing the generalized-velocity amplitude and weakening the amplification effect.
Let the solution of Equation (99) be denoted by
, and define the corresponding feature residual as
Therefore, the damped KKT inverse solution does not pursue an absolutely exact inverse mapping in the zero-residual sense. Instead, it accepts a small and controllable weighted feature residual in exchange for bounded generalized velocity, stability in the vicinity of dead points, and global numerical tractability. The emphasis of the present method is not on minimizing the residual at a single configuration, but on maintaining, throughout the entire workspace, an inverse-mapping framework that is interpretable, tunable, and bounded in the weighted sense.