1. Introduction
Endotracheal intubation is one of the most effective methods for establishing an artificial airway. It involves the insertion of a specialized tracheal tube through the oral or nasal cavity, passing through the glottis into the trachea. This technique ensures optimal conditions for maintaining airway patency, ventilation, oxygenation, and airway suction, making it a critical measure for rescuing patients with respiratory dysfunction. It is widely used in emergency medicine, anesthesia, and critical care monitoring to maintain effective respiratory function in patients, prevent aspiration, and improve prognosis [
1]. The current global annual surgical volume exceeds 313 million cases, with general anesthesia accounting for approximately 80%. Tracheal intubation is the primary airway establishment method used after general anesthesia [
2,
3]. Nasal intubation is a procedure in which the endotracheal tube is inserted into the trachea through the nasal cavity. It can be used in conscious and unsedated patients, and the tube fixation is simpler. However, it requires high-level technical skills. During the intubation process, it may cause injuries to the posterior pharyngeal wall and turbinate bones and increase the risk of sinusitis. Oral intubation is a procedure in which the endotracheal tube is placed into the trachea through the oral cavity. It is relatively easy to perform, has a fast intubation speed, and causes less pain to the patient. Nevertheless, the tube is prone to displacement or even accidental extubation. Long-term indwelling may affect the patient’s swallowing and chewing functions [
4]. Consequently, orotracheal intubation is the more commonly employed technique in clinical practice.
TI techniques have evolved significantly alongside advances in clinical airway management. Initial approaches relied on blind insertion using rigid metal tubes or stylets, guided solely by tactile feedback and clinician experience. The introduction of direct laryngoscopes improved visual access to the glottis, enhancing procedural safety. More recently, video laryngoscopes and bronchoscopes have become mainstream for difficult airway management due to their superior visualization. Despite these advancements, current tools still face limitations in flexibility and control, particularly in complex or emergency cases. As such, bronchoscopes are now considered the preferred option for navigating challenging airways.
As illustrated in
Figure 1, it demonstrates the anatomical structure and path of tracheal intubation using a bronchoscope. The insertion process involves passing through multiple anatomical landmarks in a sequential manner, including the uvula, epiglottis, vocal cords, and trachea. When the imaging system at the distal end of the bronchoscope provides a clear view of the carina, the endotracheal tube is advanced along the bronchoscope into the patient’s airway until an appropriate depth is reached (typically 22–24 cm in males and 20–22 cm in females). Subsequently, the bronchoscope is gently withdrawn, and the endotracheal tube is secured [
5]. During this process, the trajectory of the bronchoscope typically follows a “hook-shaped” path. The key to successful intubation lies in the precise manipulation of the bronchoscope to navigate past the epiglottis and smoothly guide the endotracheal tube through the vocal cords into the trachea, while minimizing trauma to the airway structures.
With the continuous advancement of robotics technology, medical robots have demonstrated significant application potential in surgery, rehabilitation, and nursing care [
6,
7,
8,
9]. In recent years, robot-assisted TI has emerged as a prominent research focus, as it leverages the inherent dexterity, precision, and controllability of robotic systems to enable physicians to establish the airway more efficiently and accurately [
10]. Such systems not only help alleviate the workload of medical personnel but also enhance the accuracy and success rate of intubation. Moreover, with the potential for remote and automated operation, they demonstrate significant application value in complex or high-risk airway scenarios. In early robot-assisted intubation systems, mechanical arms were used to support commercially available video laryngoscopes or bronchoscopes for direct insertion of the endotracheal tube into the patient’s airway through the oral cavity [
11,
12,
13]. The primary advantage of such robotic systems lies in their simpler design, cleaner insertion process, and more convenient tool interchangeability and control [
14]. However, due to the rigid structure of commercial video laryngoscopes, traditional support-based TIRs exhibit limited flexibility and adaptability in complex airway environments, restricting their motion capabilities and functional expansion. To address these limitations, researchers have conducted autonomous design studies on the end-effectors with increased degrees of freedom for TIRs. Wang et al. [
15] proposed a portable teleoperated TIR equipped with a laryngoscope-like tongue depressor. It delivers the endotracheal tube via a pulley mechanism and adjusts the bending direction of the tube through the telescopic motion of rigid linkages. Boehler et al. [
16] developed a two-degree-of-freedom variable-curvature TIR, whose end-effector is an interlocking articulated CM. By gradually reducing the gap between adjacent joints, the curvature of the joints is increased, enabling more agile rotation near the glottis. The interlocking design also enhances the structural stability of the manipulator. Additionally, Liu et al. [
17] developed a pneumatically actuated TIR, where the CM comprises two different types of polymer materials fabricated using 3D-printed molds with an embedded lumen to facilitate airflow. To improve structural rigidity, reinforced fibers were embedded within the internal structure, providing enhanced elasticity and controllability. Furthermore, Liu et al. [
18] introduced a NasoTIR, whose CM shares a similar internal structure to commercial bronchoscopes but features an 80 mm-long single-degree-of-freedom section with a 5 mm outer diameter, achieving ±110° bending through actuation via a 0.3 mm pneumatic channel. This design enables the seamless integration of the CM’s distal structure with detachable flexible guiding elements, facilitating a rapidly adaptable structural configuration. Lastly, Yang et al. [
19] designed a three-degree-of-freedom continuum TIR, in which the CM consists of two flexible segments with different stiffness. The high-stiffness flexible segment adopts an articulated structure driven by elastic rods, with an internal rigid rod that enables variable bending length. The low-stiffness flexible segment utilizes a tendon-driven ball-and-socket structure. This piecewise stiffness design effectively reduces inter-segment coupling errors.
To date, continuum robots have been widely applied in various surgical scenarios, including laparoscopic surgery [
20,
21], pulmonary interventional surgery [
22,
23], and superior laryngeal nerve surgery [
24]. The differences in target anatomical structures across different surgical environments have led to diverse design approaches for continuum robots’ CMs. For instance, Pan et al. [
25] developed a notch-based CM for laparoscopic surgical robots, which offers several advantages, including ease of fabrication, enhanced flexibility, and improved compliance. Moreover, by adjusting the spacing between notch segments, the stiffness of flexible sections can be optimized to accommodate external loading requirements. Similarly, Hong et al. [
26] designed a CM for endoscopic sinus surgery (ESS), which consists of a PS and a DS with distinct flexibility characteristics. The PS employs a single-degree-of-freedom articulated structure, characterized by greater length and higher rigidity, while the DS features a two-degree-of-freedom spherical structure, offering greater flexibility and maneuverability. These differential stiffness configurations and distinct bending unit structures significantly enhance adaptability in complex surgical environments. These CM design concepts provide valuable insights for the development of TIR end-effectors. To comprehensively and intuitively present the variations in the CM design parameters among contemporary medical robots, a comparative analysis has been conducted, as detailed in
Table 1.
In summary, [
15] lacks a CM in its “track-based” guidance system, which directly inserts the endotracheal tube into the airway. This approach leads to significant human–machine interaction forces, increasing the risk of airway trauma for the patient. References [
16,
17,
18] present a single-segment CM in TIR applications, where the number of motion degrees of freedom typically does not exceed two (either two bending degrees of freedom or one bending plus one rotational degree of freedom). Although these systems can achieve gradient bending by differentiated maximum bending angles across the CM units, enabling adaptation to the natural curvature of the airway, the limited length of a single-segment flexible structure relative to the overall insertion path necessitates the inclusion of a relatively long non-controllable flexible section, making it difficult to achieve precise distal control. Reference [
19] employs a two-segment structure; however, the number of degrees of freedom of the flexible section is only one, which imposes strict constraints on the insertion trajectory, reducing feasibility in practical operations. Additionally, notch-based CMs exhibit high flexibility, are easy to manufacture, and feature small notch spacing, ensuring appropriate stiffness while providing excellent compliance and biocompatibility. These characteristics enable them to adapt to airway shape variations, thereby reducing the risk of patient injury. Beyond differences in the number of flexible segments, variations in the CM performance primarily stem from differences in design materials and joint structures. In TIR research, multi-segment CM designs based on differentiated material strategies remain relatively unexplored, as most studies employ a unified material approach. For instance, in the study of [
18], all flexible segments are constructed using metallic materials, whereas, in the work of [
17], the flexible segments are entirely composed of silicone-based materials. Furthermore, the design of flexible segment joints primarily serves to enable curved bending motion. Common joint structures include skeleton-based compliant mechanisms [
27], spherical joints [
28], interlocking joints [
29], rigid ring-stacked joints [
30], notched joints [
25], and double-layer compliant joints [
31].
In this paper, a novel two-segment, four-degree-of-freedom CM is proposed. The PS adopts an interlocking structure, consisting of aluminum alloy rigid ring units arranged in an orthogonal serial configuration. The DS is shorter than the PS and employs a notch-based design, fabricated using 3D-printed micro-nano resin material with an integrated molding process, where notch segments are arranged in an alternating configuration. Each flexible segment has two independently controlled bending degrees of freedom, enabling motion in both coronal and sagittal planes. The differences in materials and structures among the bending units of the flexible segment facilitate differentiated stiffness design, accommodating both large-angle bending and dexterous distal manipulation of the CM.
The remainder of this paper is organized as follows:
Section 2 provides a detailed description of the TIR structural design, including the CM and actuation system.
Section 3 presents kinematic modeling and workspace analysis of the continuum manipulator, incorporating analyses of tendon friction and tendon passage mechanics, segmental stiffness, and multi-segment coupling.
Section 4 discusses experimental studies, evaluating the CM’s motion performance, including stiffness testing, coupling experiments, and in vitro tracheal simulation tests. Finally,
Section 5 presents practical validation experiments using real human head models, demonstrating the bending capabilities, load-bearing capacity, and feasibility of TIR applications.
2. Design of the TIR
The proposed TIR consists of two main components: the CM and its actuation system. The CM is composed of the PS, the DS, the intermediate connector (IC), and the end connector (EC), forming a two-segment, four-degree-of-freedom CM. Both the PS and DS possess two independent degrees of freedom in angular deflection, as illustrated in
Figure 2. The specific parameters and values of the CM are detailed in
Table 2.
Considering that the two flexible segments need to perform different functions during the TI process, the PS is primarily responsible for providing structural support and stability, while addressing the issue of the DS being too short to reach the trachea. In contrast, the DS focuses on enhancing flexibility and ensuring smooth interaction with surrounding anatomical structures, particularly in navigating the vocal cords without excessive compression. To optimize the collaborative functionality of these two segments, the proposed CM employs distinct materials and joint configurations for the PS and DS. Specifically, the PS utilizes semi-circular stacked joints composed of aluminum alloy, where each unit maintains line contact between the lower convex surface of the trailing unit and the upper flat surface of the preceding unit, enabling single-directional bending. By arranging multiple joints in an orthogonally interleaved configuration, the PS achieves independent bending in two perpendicular directions. This design effectively reduces the cumulative impact of frictional forces from relative rotational motion, thereby minimizing the overall actuation force requirements while improving control precision. In addition, the DS adopts a flexible notch-based joint design fabricated from micro-nano resin material. Each bending unit consists of a symmetrical U-shaped notch pair, and multiple units are arranged in an orthogonally adjacent pattern. Compared to the original design with a single-direction notch, this configuration allows independent bending in two perpendicular directions, adding an extra degree of freedom for bending. As a result, the design significantly expands the workspace of the system, greatly enhancing its dexterity. Additionally, by leveraging the unique properties of micro-nano resin materials, the DS achieves a balance between flexibility and sufficient stiffness. This combination ensures excellent compliance, while maintaining the necessary rigidity, effectively reducing the risk of mechanical trauma to surrounding biological tissues and meeting the requirements for medical applications.
The three-dimensional structure of the bending units in the PS and DS is illustrated in
Figure 2. Each bending unit of PS contains a total of nine lumens, consisting of one central lumen and eight peripheral lumens. The central lumen, located at the geometric center of the bending unit and coaxial with the outer cylindrical surface, is designed to potentially accommodate the distal micro-imaging sensor, LED data transmission cables, and the working channel, offering flexibility for future integration of such components. The eight peripheral lumens are evenly spaced at 45° intervals along the inner walls of the PS bending unit, with four serving as tendon actuation channels for PS and the remaining four dedicated to DS tendon actuation. In contrast, each bending unit of the DS is designed with only five lumens, including four peripheral lumens that serve as the DS tendon actuation channels. The uniform and symmetric lumen distribution not only enhances the structural stability of the CM but also ensures that the PS and DS maintain consistent mechanical properties in all directions, thereby meeting the functional requirements for isotropic performance during operation. Given that the CM actuation relies on frequent tendon displacement for real-time positional adjustments, NiTi alloy wires were ultimately selected due to their superelasticity and flexibility. The tendons of PS sequentially pass through its tendon actuation channels, looping around the pre-set pulley structure at the lower end of IC before folding back, forming a “single-path, double-tendon” configuration. This dual-tendon support structure effectively enhances the stiffness of PS. Since the tension in PS tendons is entirely applied to PS, its influence on the DS can be neglected. Similarly, the DS tendons follow the same routing pattern and terminate at EC, where their tension directly actuates the DS while also inducing secondary effects on PS. Regardless of whether the PS or DS is being actuated, all four tendons are arranged in opposing pairs, ensuring precise antagonistic force control to achieve stable and isotropic bending mechanics in both segments.
The actuation system of the CM is illustrated in
Figure 3. The actuation system primarily consists of a base plate, motor support frame, guiding seat, and actuation module assembly. The actuation module comprises four independent actuation submodules, each consisting of a brushless servomotor and a spool. The proximal end of the CM is connected to the compliant beam at the distal end of the guiding seat, while the tendon origins pass through the guiding seat and are linked to their respective spools. Each spool has two opposing tendons attached at its ends. Under the actuation of brushless servomotors, the spools precisely regulate angular positioning, enabling accurate tendon displacement control. By independently driving the four spools, the system achieves precise and independent control of the CM’s four degrees of freedom.
3. Kinematics of the CM
The kinematics of the CM can be divided into two main components: actuation-configuration kinematics and configuration-position kinematics, as illustrated in
Figure 4. Actuation-configuration kinematics calculates the geometric configuration of the CM based on the actuation states and structural parameters, mapping the actuation space to the configuration space. configuration-position kinematics determines the final end-effector position based on the geometric configuration, mapping the configuration space to the workspace. The accuracy of these mappings among actuation space, configuration space, and workspace directly influences the precision of the CM.
The kinematic modeling methods of the CM are usually divided into constant curvature model and variable curvature model [
20]. In this study, a piecewise variable curvature model is adopted for kinematic modeling under the following assumptions:
Assumption 1: The tendons controlling different flexible segments are independent. The tendons controlling different degrees of freedom within the same flexible segment are also independent. The interaction between different segments is neglected.
Assumption 2: Each flexible segment exhibits independent curvature variations.
Assumption 3: Each flexible segment is further subdivided into multiple bending units. Within a single flexible segment, all bending units controlled by the same tendon pair exhibit identical curvature. Bending units controlled by different tendon pairs may have different curvatures. The curvature within each bending unit remains constant, allowing it to be approximated as a circular arc.
Assumption 4: The tendons remain linear between two consecutive bending units. Intrinsic curvature effects of the tendons themselves are neglected.
Assumption 5: Gravity, inertial forces, and frictional effects are ignored in the model.
The workspace of the CM is represented as
, which defines the position coordinates of the centroid of the CM’s distal cross-section in the base coordinate system. The configuration space of the CM is denoted as
, where
represents the configuration space of the flexible segment
, consisting of the bending plane angle
and bending angle
. The actuation space of the CM is defined as
, where
represents the actuation space of the flexible segment
and is given by
3.1. Configuration-Position Kinematics
3.1.1. A Single Flexible Segment
As shown in
Figure 5a, the local position vector
of the centroid of the upper plane of bending unit
relative to the local coordinate system
of bending unit
is expressed as
Here,
and
represent the indices of the
odd-numbered and even-numbered bending units, respectively. The first bending unit of each flexible segment is assumed to bend about the
axis. The local rotation matrix
for bending unit
is given by
By applying recursive calculations, the global rotation matrix
and global position vector
of bending unit can be determined as
Furthermore, the global rotation matrix
and global position vector
for the entire flexible segment can be derived from the above relationships:
As shown in
Figure 5c, since the bending units within the flexible segment adopt an orthogonal serial structure, each unit can only bend in a single direction. Consequently, within a specific bending direction, the bending directions of adjacent units are alternately arranged. To determine the global bending angles in two orthogonal directions for the flexible segment, the local bending angles of the bending units in each respective direction need to be accumulated. The global bending angles around the
y-axis and
z-axis are given by
Furthermore, As shown in
Figure 5b, the global bending plane angle and the total global bending angle of the flexible segment can be obtained as
3.1.2. Multiple Flexible Segments
The CM coordinate system is established as shown in
Figure 6. As seen in the diagram, the lower-left corner represents the world coordinate system
. The base coordinate system
has its origin
fixed at the centroid of the initial cross-section of the PS. The
-axis is perpendicular to the cross-section and oriented inward towards the PS as the positive direction. From the perspective of the
-axis, the rightward horizontal direction is the positive
-axis. Initially, the PS beginning coordinate system
coincides with the base coordinate system
. The PS end coordinate system
has its origin
fixed at the centroid of the final cross-section of the PS. The
-axis is perpendicular to the cross-section and oriented outward as the positive direction, while the
-axis is horizontally rightward as the positive direction. The DS beginning coordinate system
has its origin
fixed at the centroid of the initial cross-section of the DS. The
-axis is perpendicular to the cross-section and oriented outward as the positive direction, while the
-axis is defined as the direction obtained by rotating counterclockwise by
from the rightward horizontal direction around the
-axis. The DS end coordinate system
has its origin
fixed at the centroid of the initial cross-section of the DS. The
-axis is perpendicular to the cross-section and oriented outward as the positive direction, while the
-axis is defined as the direction obtained by rotating counterclockwise by
from the rightward horizontal direction around the
-axis. All
-axes are determined according to the right-hand rule. Once the coordinate system is established, the sequential transformation matrix from the world coordinate system to the end coordinate system of the DS can be expressed as
where
and
represent the sequential transformation matrices from the world coordinate system to the base coordinate system and from the base coordinate system to the initial coordinate system of the PS, respectively. By combining these transformation matrices with the specific environment, a more detailed analysis can be derived, which is omitted here. The transformation matrix
represents the sequential transformation from the initial coordinate system of the PS to its distal coordinate system. Similarly,
denotes the transformation from the distal coordinate system of the PS to the initial coordinate system of the DS, and
represents the transformation from the initial coordinate system of the DS to its distal coordinate system. Now, we analyze the transformation matrix from the initial coordinate system of the PS to the distal coordinate system of the DS.
Specifically, the transformation matrices
,
, and
can be expressed as
Here, and represent the global rotation matrix and global position vector of flexible segment with respect to its own beginning coordinate system , which can be obtained from the previous subsection.
3.2. Actuation-Configuration Kinematics
Next, the relationship between the local tendon displacement and the local bending angle of an arbitrary bending unit within the PS and DS is investigated. The PS achieves bending through smooth rolling contact of aluminum alloy semi-circular elements (while neglecting friction between units), whereas the DS achieves deformation-based bending via micro-scale polymer notched beam connections. Although the two flexible segments exhibit distinct bending mechanisms and unit geometric structures, the fundamental geometric relationships between tendons and bending units remain similar. Therefore, a unified analytical approach can be applied. Since each flexible segment inherently possesses two mutually orthogonal and equivalent bending degrees of freedom, it suffices to illustrate the bending process along a specific axis in a given plane. In this study, the bending process along the
z-axis is analyzed and visualized in the plane perspective, as shown in
Figure 7.
To simplify the analysis, the contact between adjacent bending units of the PS is idealized as a smooth hinge connection, and the chamfer of the contact contour edge is approximated as a straight line, as shown in
Figure 7a. The structural characteristics of the PS bending unit determine that its primary bending region is limited to the lower semicircular arc region. Based on geometric relationships, the nonlinear relationship between the local bending angles
and
around the
-axis and
-axis of the PS bending unit and the local tendon displacement
can be expressed as
The subscripts in the local bending angles and local tendon displacements indicate their corresponding physical meanings. Specifically, subscript 1 represents the flexible segment to which the bending unit belongs, while and denote the bending directions around the -axis and -axis, respectively. represents the tendon number of the flexible segment, and unit signifies that the parameter is calculated at the scale of a single bending unit.
As shown in
Figure 7b, since the DS bending unit has a relatively small span-to-depth ratio <5, the traditional Euler–Bernoulli beam theory (pure bending deformation) is insufficient to accurately describe its deformation behavior. Considering rotational inertia and shear force effects, the DS bending unit’s connecting beam is modeled as a Timoshenko beam, incorporating both shear and bending deformations. Based on this, the bending moment and shear force equations of the DS bending unit’s connecting beam can be derived as
and
represent the bending moments of the DS bending unit’s connecting beam around the
-axis and
-axis, respectively. Meanwhile,
and
represent the corresponding shear forces. Here,
is the second moment of inertia of the cross-section (approximated as a rectangular cross-section), and
is the cross-sectional area.
and
denote Young’s modulus and shear modulus of the micronano resin material, respectively. Additionally,
and
represent the local bending curvatures of the DS bending unit, while
and
denote the local shear bending angles under shear force.
is the Timoshenko shear coefficient, which is typically taken as
for rectangular cross-sections. Considering both bending moment and shear force effects, the local bending angle of the DS bending unit can be expressed as
and
represent the local bending angles of the DS bending unit due to bending moments. Similar to the PS case, based on geometric relationships, the local bending angles
and
of the DS bending unit, along with the local tendon displacement
, can be further expressed through a nonlinear relationship as
3.3. Workspace
To determine the specific workspace of the CM, a Monte Carlo simulation was performed. The bending plane angle range for both the PS and DS was set to
, while the bending angle range was set to
and
, respectively. The overall workspace of the CM is shown in
Figure 8, which includes the independent workspaces of the PS and DS, as well as the combined workspace formed by their integration.
Figure 8a illustrates the workspace of the PS, which exhibits a hemispherical shell-like structure. The grid representation visually depicts the boundaries and distribution characteristics of the workspace.
Figure 8b presents the workspace of the DS, generated using an envelope method, providing a clear depiction of the DS’s motion boundaries in three-dimensional space, revealing a hemispherical contour.
Figure 8c demonstrates the overall workspace of the continuum manipulator, also generated based on the envelope method. The outer envelope represents the maximum workspace boundary of the entire continuum manipulator, while the internal grid structure corresponds to the independent workspace of the PS. Additionally, the three-dimensional grid structure illustrates the workspace limits of the combined PS and DS under different postures. The blue scatter points in the figure represent the distribution of critical flexible points.
6. Conclusions and Discussion
This study proposes a two-segment continuum robot with piecewise stiffness and its decoupling method, aiming to optimize the flexibility, operational precision, and patient safety of the end-effector during TTR procedures. Compared to traditional single-segment continuum structures, this study adopts a dual-segment flexible design, integrating different materials and joint structures to achieve stiffness segmentation and regulation. The experimental results demonstrate that this design effectively enhances stability and flexibility during intubation while reducing the risk of airway tissue damage. Furthermore, this paper further analyzes the coupling effects within the dual-segment continuum structure and proposes an active decoupling method based on independent tendon control, significantly mitigating motion interference between flexible segments and improving precise end-effector control capabilities.
Although the experimental results on intubation accuracy and flexible control are promising, further optimization is still necessary. First, while the current segmented stiffness strategy improves the adaptability of the flexible segments, further studies are needed on the influence of different material combinations and joint structures on stiffness distribution, in order to optimize the overall performance and apply more effective analytical methods [
32]. Second, in the active decoupling approach, the nonlinear effects of tendon-driven mechanisms may affect control accuracy. Future work could explore advanced control strategies, such as vision-based or sensor-assisted control, to further enhance the stability of the intubation process [
33]. In addition, embodied control and adaptive feedback mechanisms are considered to have potential for improving the autonomy and robustness of continuum robots, and may be integrated with existing control frameworks to support system-level intelligence [
34].
Additionally, incorporating navigation planning algorithms may facilitate more intelligent intubation procedures, reducing the workload of medical practitioners and increasing intubation success rates [
35]. In conclusion, the proposed dual-segment continuum robot and its decoupling method provide new insights for applications in minimally invasive surgery, airway procedures, and other complex medical scenarios. Future research will focus on further optimizing system performance. For example, the backbone of the CM should be fabricated from materials exhibiting high stiffness and superior elasticity to ensure enhanced postural stability and dynamic responsiveness. Localized encapsulation strategies employing UV-curable adhesives are recommended to achieve effective sealing performance and resistance to fluid ingress. Furthermore, critical components interfacing with biological tissues must utilize medical-grade silicone or equivalent biocompatible materials, ensuring compliance with medical regulatory standards and fulfilling clinical operational requirements.