In this chapter, the design process for the new actuator is described. First, the design requirements for the actuator are chosen. Secondly, the design variables that can be altered in the concept design are defined, and feasible design concepts are suggested by choosing different combinations from these design variables. The design concepts are evaluated, and the concept that best matches the goals and requirements of the actuator is selected. Based on the selected design concept, detailed designs are made, such as selection of the motor, reduction stage, and other mechanical component design. These steps for the design process are shown in
Figure 2.
2.1. Design Requirements
Among various wearable devices that utilize cable-driven actuation, we chose the actuation system with the highest required output, which was the actuation system of HE, as the reference for the actuator performance in this research. This was because HE targeted hip extension for assistance and required the most assistance force compared to the devices mentioned above [
6,
7,
15]. Thus, based on the specifications of HE, design requirements for the new actuator were selected [
5]. Selected parameters were output torque and speed, along with the weight and volume of the actuator.
The torque requirement for the actuator was set based on the maximum assistive force of HE, which is designed to exert forces up to 300 N on the user’s body [
15]. A pulley of 40 mm radius was used in the HE, which needs at least 12 Nm torque ideally at the actuator to generate 300 N force on the cable. Cable driven systems used in HE use Bowden cables placed inside a stationary cable sheath, and pulling the cable slides the cable inside the sheath. Because of the energy loss from friction between the sheath and cable, the efficiency of the system decreases. Hofmann et al. found the efficiency of the cable-sheath system to be in the form of Equation (1), determined by the bending angle of the cable sheath σ [
16].
Based on our previous experiences, the bending angle of the sheath hardly exceeds 30°. Therefore, we assumed the efficiency of the cable, , to be approximately 90%, based on Equation (1). Considering a pulley of 40 mm radius and efficiency of 90% at the cable, the torque requirement at the pulley was set as 13.3 Nm, to match the force requirement.
The speed requirement for the actuator was set based on the specifications of the motor originally used for the HE. The exosuit uses a 200 W BLDC motor (EC-4pole 30, Maxon, Sachseln, Switzerland) with a gear reduction of 51:1 (Planetary Gearhead GP 32 HP 326664, Maxon), which has a nominal speed of 313 rpm after reduction. The rotation speed at the pulley of the new actuator was set to be at least this speed so that the new actuator can have an operating range equal to or wider than the original motor.
Because the new actuator acts as a whole actuation system, the weight and volume requirements of the actuator were set compared to the actuation system of the HE (
Figure 1b). The actuation system for one side of the HE weighs 753 g and has a volume of 270 cm
3. To make the system lighter and more compact, the target weight and volume of the actuator were set to 85% of the value of the original actuation system, which is 640 g and 230 cm
3, respectively. Since space concealed inside the casing cannot be used, the volume was measured including any concealed spaces in the system.
Another factor that is crucial for designing the actuator is the shape of the actuator. Even if the volume of the new actuator is less compared to the original system of the HE, having the same level of extrusion would be pointless. When designing a new form factor for the exosuit that uses the new actuator, we planned to place the actuator with the flat side of the cylinder touching the back of the wearer. The shape of the new actuator was chosen to be a flat and wide cylinder, to maximize the design advantages from using the QDD actuation. This way, the height of the cylinder was to be the dominant cause of extrusion. Considering that the HE extrudes approximately 7 cm from the body, we aimed to design the new actuator to be less than 3.5 cm in height, which is a reduction of 50% compared to the original height. The design requirements set for each parameter are presented in
Table 1.
2.2. Comparison of Design Concepts
To design the new actuator for exosuits that maximizes the advantages of the QDD type actuators, several design concepts of cable-driven actuators based on QDD were evaluated. The design concepts were made by varying the types and positions of the three crucial components; base motor, reduction stage, and pulley. Only the designs that could potentially meet the requirements while keeping the actuator in the shape of a flat cylinder were considered. Therefore, the reduction stage was considered in the form of a single-stage planetary gear set. After exploring the possible combinations of designs for each component, three design concepts were selected and comparatively evaluated, as presented in
Figure 3, to select the optimal design for the actuator.
For a fair comparison among the design concepts, we set the pulley diameter and ring gear size to be the same, and the power ratings of the motor to be similar for all concepts. Afterward, the motor, gear set, and the position of each component were optimally determined for each concept. The diameter of the pulley was fixed as 80 mm. We considered only motors that have smaller diameters than this pulley diameter. The thickness of the motors was set using commercial motors with similar power ratings as reference. Only the planetary gear sets that could be designed inside the pulley diameter were considered, in order to keep the diameter of the actuator minimal. The expected weight, height, and gear reduction ratio of each design were used as the parameters for evaluation.
For design A, the sun gear acts as the input, and the planet carrier acts as the output of the reduction stage. As the sun gear is the input gear, an inrunner type of motor was selected. This design has three layers within the casing namely, the motor, reduction stage, and the pulley. To be connected to the pulley, the planet carrier must extend outwards of the reduction layer, in the direction of the pulley. The pulley must take up one additional layer of the structure by itself because the planet carrier cannot extend in the direction of the motor layer. This design does not have much advantage in height because of the pulley layer. Moreover, the structure will be relatively heavy because of the weight of the planet carrier.
Design B uses the ring gear as the input and the planet carrier as the output. Since the ring gear is used as the input, an outrunner type of motor was selected. The design consists of three layers, the same as Design A, and this design also needs a separate layer for the pulley for the same reason. Since the layers are separated, this design also does not have an advantage in height. The planet carrier and the bearing for the ring gear will add weight, so the design will be heavier than Design A.
Lastly, Design C uses the sun gear as the input, and ring gear as the output. With the sun gear being the input, an inrunner type of motor is used. This design has two layers, the motor layer and the reduction layer, because of the pulley being overlapped with the motor layer. The pulley is attached to the ring gear, and the motor is placed inside the ring-shaped pulley. This placement greatly decreases the height of the actuator owing to the eliminated height of the pulley layer, present in the other designs. The planet carrier is stationary and is therefore reduced to a form of shafts on the casing. The reduced form of the planet carrier makes the design lighter than other designs.
Since we considered designs that use only a single planetary gear set as the reduction stage, the torque requirement also becomes the dominant factor in motor selection. Thus, designs that enable the use of higher gear ratios with a single planetary gear stage are desirable. The maximum feasible gear ratio of the three design concepts can be compared using Equations (2)–(4). The equations denote the gear reduction ratio for each combination of input and output in the reduction stage.
The gear reduction ratio is expressed as r, with the input and output of the reduction stage notation in subscript. S, P, and R stand for sun gear, planet carrier, and ring gear, respectively, with the input as the denominator, and the output as the numerator. , , and are the number of teeth in the sun, planet, and ring gear, respectively. Comparing the denominator and numerator on the right side of the three equations yields that the maximum feasible gear ratio of design A is the highest for any value of and , followed by designs C and B.
Overall, design C has the best attributes in actuator height and weight and is the second-best in reduction ratio. It is expected to have a lower height than designs A and B. Furthermore, the gear ratio of design C increases close to the gear ratio of design A, as decreases. From these comparisons, design C was selected as the optimal design for the new actuator.
2.3. QDD with Embedded Pulley
To design the actuator, components such as the motor and the encoder were selected after searching for optimal commercial products that could meet the design requirements. Other components, such as gears and shafts, were custom designed so that they can withstand the loading conditions while satisfying the design requirements. The components of the actuator were designed in order of importance.
2.3.1. Motor Selection Based on Design Requirements
Design C selected in
Section 3 uses a frameless inrunner type motor. Based on the design requirements of the actuator, the requirements for weight, size, and performance of the base motor were set.
We did a preliminary draft of the actual design for the actuator to check the estimated weight of the components. The total weight of the components other than the motor was assumed to be approximately 440 g. To meet the weight requirement for the whole actuator, which is 640 g, the motor needs to weigh lesser than 200 g.
For the motor to be placed in the middle of the pulley, the outer diameter of the motor is determined by the size of the pulley. For the detailed design, the pulley must have a socket to embed the end of the Bowden cable. For this, the inner diameter of the pulley should be 65 mm, and the outer diameter of the motor should not exceed this value.
To keep the actuator height from increasing, we chose an incremental magnetic encoder unit (RLB series, RLS, Žeje pri Komendi, Slovenia) with a magnetic ring (MR series, RLS), which can be placed inside the hollow rotor of the motor. Considering the shape of the encoder and the magnetic ring, the inner diameter of the rotor should be over 24 mm to place the encoder.
The design requirement of the actuator height is 35 mm. Considering the height of the reduction stage layer and the height increase from the casing, the height of the motor should not exceed 27 mm. Furthermore, the height of the rotor should be over 15 mm to place the encoder inside.
As we are using a single stage for reduction, it is difficult to make the reduction ratio more than 10:1 in the detail design. Therefore, the torque requirement at the pulley was 13.3 Nm, so the peak torque of the motor should be greater than 1.33 Nm. Furthermore, the speed of the motor should be greater than 3130 RPM to meet the speed requirement of 313 RPM. Based on the rated torque of the actuation system used in the HE, which is 4.76 Nm, the required rated torque was set as 0.476 Nm. The overall design requirements for the motor are presented in
Table 2.
Motors from four manufacturers (T-MOTOR, Jiangxi, China; Allied Motion, Amherst, NY, USA; Celera MOTION, Bedford, MA, USA; WITTENSTEIN, Igersheim, Germany) were compared based on their specifications from the manufacturer catalogs [
17,
18,
19,
20]. The specifications of each motor and whether they meet the requirements are presented in
Table 3. Among all the motors that were compared, RI60 KV120 from T-MOTOR was chosen to be used as the base motor.
2.3.2. Design of the Planetary Gear Set
A planetary gear set from the selected design concepts that use sun gear as the input and ring gear as the output was designed to match the desired torque requirement of the actuator. The selected motor has a peak torque of 1.63 Nm, which needs gear reduction over 8.16:1 to meet the torque requirement of the actuator; 13.3 Nm.
The gear reduction ratio of planetary gears can be calculated from Equation (4), where the minus sign stands for change in direction between the input and output. The fundamental equations for the number of teeth in each gear of planetary gear set are shown in Equations (5)–(7):
where
is the number of the planet gears [
21].
From Equation (4), should be minimized to maximize the reduction ratio. We set as 14; the minimum number of teeth that can prevent undercut with a pressure angle of 20°. To meet the gear reduction requirement, should be greater than 114. Furthermore, should be lesser than 130, to have a diameter lesser than the inner diameter of the pulley; 65 mm, with a gear module of 0.5 for stable driving. We selected the value of that satisfies all the constraints while having a robust structure, which is 118. Using the sets and , Equations (6) and (7) can only be satisfied when is 2 or 3. To minimize the loading conditions of the planetary shaft and gears, was set as 3.
The designed planetary gear set had a reduction ratio of 8.428:1. Rated torque, peak torque, and speed calculated with the gear ratio were 4.8 Nm, 13.74 Nm, and 664 RPM, respectively, which met the design constraints. The specific design process for each gear was performed using CAD (Inventor 2022, Autodesk, San Francisco, CA, USA). We designed the gear set to prevent mechanical failures under the material property, while minimizing the width of the gear to minimize the height of the actuator, so we used gears with 4 mm width.
Table 4 presents the specifications of the reduction stage.
2.3.3. Other Mechanical Components
The shafts of the sun and planet gears were analyzed from the strength and stiffness point of view to prevent mechanical failure. Since the sun gear and the shaft were designed as a single part, SCM415 was used for the material of the sun gear shaft like the sun gear. Planetary gear shafts were designed to be directly combined with the casing, so Al7075-T6 was used to reduce the overall weight of the actuator.
When calculating the minimum permissible shaft diameters from the material strength aspect, a safety factor of 3 was used considering extreme loading conditions. The sun gear shaft was analyzed with the effect of the notch for key insertion, and characteristics of soft material (Al7075-T6) were considered for the planet gear shafts. Required shaft diameters were calculated using Equations (8) and (9).
In the above equations,
and
are the tensile and shear strength of the material,
is the bending stress,
is the torque, and
and
are the fatigue stress-concentration factors for bending and torsion [
22,
23]. For the sun gear shaft, a minimum required diameter of 4.7 mm was obtained from Equation (9), by using a
value of 4.43. Since the planet gear shaft does not have any notches, a
value of 1 was used to obtain the required planet gear shaft diameter of 5.27 mm from Equation (9). Consequently, a diameter of 5 mm and 6 mm were used for the sun gear shaft and planet gear shafts, respectively, that could satisfy the minimum permissible shaft diameters.
Bearing selection has the most influence on the driving stability of the actuator. Noises and vibrations during actuation can be minimized when the clearance between the inner diameter of the bearings and the outer diameter of the shaft is minimized. Since we are designing an actuator for exosuits that comes in direct contact with the users, reducing the noise and vibration from the actuator is crucial. Therefore, we selected bearings of the highest grade with driving conditions of each rotational component put into consideration.
The sun gear shaft, which is directly connected to the rotor, has a constant gap between the rotor and stator. Therefore, a bearing of grade ABEC5 (7804K129, McMaster-Carr, Elmhurst, IL, USA) was used at each end of the sun gear shaft. For the planetary gears, bearings of grade ABEC3 (57155K587, McMaster-Carr) were used, considering the length of the shaft is shorter than the sun gear shaft, and the speed of the planet gears being slower than the sun gear. A bearing of grade ABEC0 (6813ZZ, NSK, Tokyo, Japan) was used for the ring gear and pulley, which had the largest support area compared to other components.
2.3.4. Prototype Manufacturing
Using the selected components, a Pulley Embedded QDD actuator (PEQDD) was fabricated, as illustrated in
Figure 4. The actuator had a diameter, thickness, volume, and mass of 93 mm, 31.5 mm, 203 cm
3, and 590 g, respectively.
The pulley and the ring gear were merged into a single part, and the bearing that holds this part was placed on the outer side of the planetary gear stage. To efficiently change the Bowden cable without dismantling the entire actuator, a part of the bottom casing was designed to be easily detachable. To secure the planet gears and to reduce any possible deformation of the planet gear shaft under loading, a part that can hold the shafts was added. Nitriding was applied for the sun gear and the planet gears to increase the surface hardness of the gears, and the casing was anodized to prevent possible rusting.