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Article

Trans-Media Kinematic Stability Analysis for Hybrid Unmanned Aerial Underwater Vehicle

1
State Key Laboratory of Ocean Engineering, Shanghai Jiao Tong University, Shanghai 200240, China
2
School of Oceanography, Shanghai Jiao Tong University, Shanghai 200240, China
*
Authors to whom correspondence should be addressed.
J. Mar. Sci. Eng. 2022, 10(2), 275; https://doi.org/10.3390/jmse10020275
Submission received: 5 January 2022 / Revised: 9 February 2022 / Accepted: 15 February 2022 / Published: 16 February 2022
(This article belongs to the Special Issue Frontiers in Deep-Sea Equipment and Technology)

Abstract

:
In recent years, hybrid unmanned aerial underwater vehicles (HAUVs), which are capable of air–water trans-media motion, have been increasingly developed. For most HAUVs, air–water trans–media motion is a relatively dangerous and difficult process. Therefore, it is of great significance to study the particular process. This paper presents the first study on the kinematic stability of the air–water trans–media motion of HAUVs. First, a simplified dynamic model of HAUVs is proposed, including the hydrodynamic forces and the time–varying buoyancy. Then, based on the proposed model and the Hurwitz method, this paper derives the air–water trans–media kinematic stability criterion for HAUVs. This criterion can be applied to most air–water trans–media motions that satisfy the assumptions in this paper. Finally, this paper takes “Nezha”, a novel HAUV, as an example to analyze its air–water trans–media kinematic stability. The results show that the proposed criterion is effective in judging the vehicle’s design, including the geometry and thruster power, which are important factors in the performance of the trans–media process.

1. Introduction

The ocean is rich in resources, but human understanding of the ocean is far from complete. Therefore, autonomous underwater vehicles (AUVs) and unmanned aerial vehicles (UAVs) have been successively used to observe various phenomena in the ocean and collect valuable ocean data. However, AUVs and UAVs can operate only in underwater or aerial domains. Therefore, in recent years, hybrid unmanned aerial underwater vehicles (HAUVs), which can fly in the air, navigate the water and which has the ability to repeat air–water trans–media motions (Figure 1), have been attracting increasing interest worldwide.
At present, a variety of HAUVs have been designed by many research institutes worldwide. Maia et al. [1,2] designed a fully operational HAUV, which achieved the goal of air–water trans–media motion control. A fixed–wing HAUV was developed and achieved air–water trans–media motion successfully [3]. Alzu’bi H et al. [4] designed an HAUV with active buoyancy control capable of aerial flight, water–surface operation and subaquatic diving. A new HAUV consisting of a passively flooding and draining wing was developed which positively affected air–water trans–media buoyancy adjustment [5,6]. Lu et al. [7] developed an HAUV that combined both underwater glider (UG) and UAV modes to achieve air–water trans–media motion while increasing the working endurance successfully. Zongcheng et al. [8] designed a morphing HAUV and simulated the control behavior of the vehicle in the water–exit process. In these studies, all kinds of HAUVs successfully achieved at least one air–water trans–media motion. However, as far as we know, the success rate of air–water trans–media motion is not high.
For most HAUVs, air–water trans–media motion is a relatively dangerous and challenging process. Therefore, most of the current research on HAUVs does not consider disturbances. However, during the air–water trans–media process, the HAUV is disturbed by wind, wave and current in the natural environment. These disturbances have significant negative effects on the actual air–water trans–media motion of HAUVs, such as capsizing the vehicle, damaging the propeller and so on. In other words, the disturbance of the natural environment is an important cause of the loss or damage of the HAUV. Therefore, it is of great importance to study trans–media kinematic stability to ensure the safety of HAUVs in the air–water trans–media process. However, there is no trans–media kinematic stability criterion to design HAUVs.
As for other marine vehicles, there are several kinematic stability criteria to guide the design. The study of marine vehicle kinematic stability began in the middle of the 20th century. Based on Newton’s second law, Abkowitz et al. [9,10] deduced and developed a set of classical six–degree–of–freedom kinematic stability analysis methods for ocean vehicles. Then, the kinematic stability analysis method was proposed based on Lyapunov stability theory [11]. Leonard et al. [12] analyzed the stability of the vertical plane motion of a bottom–heavy underwater vehicle. The kinematic stability of a survey–style AUV and the formula for critical speed were studied [13]. Chen et al. [14] studied the kinematic stability of an autonomous underwater helicopter in six degrees of freedom and carried out the simulation verification. Ayyangar et al. [15] studied the dynamic stability of a positively buoyant AUV in the vertical plane for a level flight. The kinematic stability of the underwater dynamic docking device was analyzed [16].
At present, there is no relevant research on a kinematic stability analysis of the air–water trans–media motion of HAUVs. However, it plays an important role in the overall design and trajectory control. Based on the existing maneuverability theory, a kinematic stability analysis method for the air–water trans–media motion of HAUVs is proposed in this paper. This method can be used as a design criterion to evaluate the kinematic stability of an HAUV in the air–water trans–media process. Moreover, the kinematic stability verified by this method is an important prerequisite for the controller design of HAUV. The main contributions of the manuscript can be summarized as follows:
(1)
Based on the model of underwater vehicle maneuverability and the recent research results on air–water trans–media hydrodynamics, a simplified model for the air–water trans–media process is proposed.
(2)
Based on the Hurwitz method, the criterion of kinematic stability for the air–water trans–media motion of HAUVs is derived in this paper.
(3)
Based on the criterion proposed in this paper, the kinematic stability of an instance of HAUV, named Nezha, is analyzed.
The remainder of this study is organized as follows: Section 2 presents the Nezha system and trans–media process. Section 3 proposes an air–water trans–media model and simplification. Section 4 derives the criterion of kinematic stability for the air–water trans–media motion of HAUVs. Section 5 takes Nezha as an example to analyze its kinematic stability. Finally, Section 6 summarizes the key conclusions of this work.

2. Nezha System and Trans–Media Process

2.1. System Configuration

A novel HAUV (named Nezha), capable of aerial flight, diving and repeated transitions between aerial and underwater environments, was proposed in our previous studies. The conceptual design of Nezha is shown in Figure 2. In Figure 2, the O B o t t o m X Y Z coordinate system is established to describe the position of the center of gravity. O B o t t o m is in the bottom center of the HAUV. Nezha consists of a waterproof cylinder main fuselage and four lightweight struts supporting four motor/propeller combinations. Nezha uses the motor with 550 rpm/V motor KV and APC 14 × 55 propeller. The physical parameters of the vehicle are listed in Table 1.

2.2. Trans–Media Motion Process

Nezha has three main operation stages: the AUV stage, UAV stage, and air–water trans–media stage. As highlighted by the green box in Figure 3, the water–entry process of Nezha starts when the bottom touches the water and ends at an upright free–floating position at the surface, while the water–exit process is the opposite. Unlike the HAUVs launched underwater with significant initial velocity, Nezha moves slowly in the trans–media stage (less than 0.5 m/s).
There are significant features in the trans–media stage resulting in unstable motion and even failures of water–exit or water–entry for Nezha:
(1)
In the process of air–water trans–media motion, a negative restoring moment occurs to accelerate the capsizing of the HAUV. In other words, the HAUV is not statically stable according to the classical theory. However, the classical static stability analysis does not include the thrust provided by the thrusters, which is necessary for the HAUV during the air–water trans–media process. Because there is no thrust, there is no air–water trans-media process. In this paper, the thrust and torque provided by the thrusters are taken into account in the static stability analysis.
(2)
The vehicle is subjected to disturbances of wind, wave and current in the air–water trans-media process in reality. These disturbances are superimposed with the overturning moment mentioned above, and consequently a severer negative force is experienced by the vehicle. In this paper, these disturbances are simplified. The influence of these disturbances on HAUV is considered roughly through the change of motion state, such as Δ u , Δ u ˙ .
(3)
The hydrodynamic coefficients of Nezha are time–varying when the vehicle travels through the water’s surface, which greatly influences the dynamic stability of the vehicle during the air–water trans–media process.
Therefore, it is necessary to theoretically study the air–water trans–media kinematic stability of HAUV.

2.3. Definition of Kinematic Stability

The definition of kinematic stability is sourced from the field of ships. Kinematic stability measures the ability of an HAUV to return to the original state after being disturbed. The detailed description of kinematic stability is shown in Figure 4. After the initial disturbance, it is assumed that the change of attitude of HAUV is Δ θ , the change of angular velocity is Δ q , and the change of the position is Δ x . According to the response of HAUV, the kinematic stability can be classified into two types, as follows:
(1)
Positional stability: After the initial disturbance, if t   ,   Δ q     0 ,   Δ θ 0 ,   Δ x = 0 .
(2)
Directional stability: After the initial disturbance, if   t ,   Δ q   0 ,   Δ θ 0 ,   Δ x 0 .

3. Model and Simplification

As is shown in Figure 5, two coordinate frames are established, i.e., a geodetic coordinate frame (E) and a body coordinate frame (O). Point O coincides with the center of mass of the vehicle. We define the coordinates of point O as ( ξ O , η O , ζ O ), which represents the position of the vehicle in the geodetic coordinate frame. The attitude of the vehicle with respect to the geodetic coordinate frame is defined as ( φ , θ , ψ ). v = ( u , v , w ) T and ω = ( p , q , r ) T denote linear and angular velocities respectively in the body coordinate frame. F = ( X , Y , Z ) T is the external force vector of the vehicle expressed in the body coordinate frame, while M = ( K , M , N ) T is the moment vector of the vehicle expressed in the body coordinate frame. The dynamics variables in this paper are explained in Table 2.
There are some assumptions for the simplification of the following theoretical analysis:
(1)
Since the rate of change of acceleration in the trans–media process of Nezha is very low, we believe that the motion of Nezha in the trans–media process satisfies the “slow–motion” hypothesis.
(2)
According to previous research [17,18,19], the hydrodynamic coefficients of the HAUV in the trans–media process are assumed to be a linear variation with the draft depth.
Since the vertical motion is slow, the change of buoyancy of Nezha is immediately rebalanced by the lift of the propeller. Therefore, in building the trans–media model of HAUV, we mainly consider the influence of hydrodynamic force on kinematic stability.
Consider trans–media motions in two vertical planes separately, i.e., the ξ E ζ plane and the η E ζ plane. The model in the ξ E ζ plane is as follows:
{ m ( u ˙ + q w ) = X ( h ) + X P m ( w ˙ q u ) = Z ( h ) + Z P I y q ˙ = M ( h ) + M P + m g h ( h 2 z G ) s i n θ / L c
where ( h ) means that the corresponding terms change with h . If there is no ( h ) , it means the hydrodynamic value of the HAUV at the initial time during the water–exit process. Hydrodynamic parameters X ( h ) , Z ( h ) , M ( h ) are expanded by the Taylor series expansion. Only the linear term is retained in the Taylor expansion of hydrodynamic resistance, ignoring the higher–order term and the coupling term.
{ m ( u ˙ + q w ) = X u ( h ) u + X q ( h ) q + X u ˙ ( h ) u ˙ + X q ˙ ( h ) q ˙ + X P m ( w ˙ q u ) = Z w ( h ) w + Z q ( h ) q + Z w ˙ ( h ) w ˙ + Z q ˙ ( h ) q ˙ + Z P I y q ˙ = M u ( h ) u + M q ( h ) q + M u ˙ ( h ) u ˙ + M q ˙ ( h ) q ˙ + m g h ( h 2 z G ) s i n θ / L c + M P
The model in η E ζ plane can be established by following the above method and thus is given below:
{ m ( v ˙ p w ) = Y ( h ) + Y P m ( w ˙ + p v ) = Z ( h ) + Z P I x p ˙ = K ( h ) + K P + m g h ( h 2 z G ) s i n φ / L c
The Taylor series expansion is as follows:
{ m ( v ˙ p w ) = Y v ( h ) v + Y p ( h ) p + Y v ˙ ( h ) v ˙ + Y p ˙ ( h ) p ˙ + Y P m ( w ˙ + p v ) = Z w ( h ) w + Z p ( h ) p + Z w ˙ ( h ) w ˙ + Z p ˙ ( h ) p ˙ + Z P I x p ˙ = K v ( h ) v + K p ( h ) p + K v ˙ ( h ) v ˙ + K p ˙ ( h ) p ˙ + m g h ( h 2 z G ) s i n φ / L c + K P

4. Trans–Media Kinematic Stability Criterion

Based on the established model for HAUV maneuverability, the criterion for trans–media kinematic stability is derived in this section.

4.1. Trans–Media Kinematic Stability Criterion in ξEζ Plane

4.1.1. Static Stability

For static stability in the ξ E ζ plane, the static force analysis is shown in Figure 6. Assuming that other motion parameters remain unchanged, only the change of Δ θ is considered after environmental disturbance.
Since the thrust and torque provided by the thrusters are the necessary conditions for HAUV air–water trans–media motion, the maximum torque provided by the thrusters is introduced into the static stability analysis in this paper.   Δ M P ( Δ θ ) is the torque, which the propeller needs to provide, varying with Δ θ . It should be noted that the Δ M P mentioned in this paper is an embodiment of the maximum capability of the propellers, which does not involve specific dynamic changes. M P is the torque generated by the differential rotation of the propellers before the disturbance. In the process of checking, we mainly use the upper limit of Δ M P .
P 1 , P 2 are the force provided by the propellers, whose components in the directions of E ξ and E ζ are P 1 ξ , P 1 ζ , and P 2 ξ and P 2 ζ . Because P 1 ξ , P 2 ξ are small, their effects can be ignored in order to simplify the calculation. G is the force of gravity. B ( h ) m g h / L c is the buoyancy, which varies with h . By static force analysis, the restoring moment is m g h ( h 2 z G ) s i n ( Δ θ ) / L c , and the air–water trans–media motion is stable when the following conditions are met:
Δ M P + m g h ( h 2 z G ) s i n ( Δ θ ) / L c > 0

4.1.2. Dynamical Stability

Based on Equation (2), the HAUV is assumed to be disturbed in a uniform vertical motion ( w = w 0 ) in the trans–media process. The perturbations in surge and pitch motions are defined as Δ u , Δ u ˙ , Δ q , Δ q ˙ , Δ θ . The dynamical force analysis is shown in Figure 7.
{ m ( u ˙ + Δ u ˙ ) + m w ( q + Δ q ) = X u ( h ) ( u + Δ u ) + X q ( h ) ( q + Δ q )       + X u ˙ ( h ) ( u ˙ + Δ u ˙ ) + X q ˙ ( h ) ( q ˙ + Δ q ˙ ) + X P I y ( q ˙ + Δ q ˙ ) = M u ( h ) ( u + Δ u ) + M q ( h ) ( q + Δ q ) + M u ˙ ( h ) ( u ˙ + Δ u ˙ )     + M q ˙ ( h ) ( q ˙ + Δ q ˙ ) + m g h ( h 2 z G ) s i n ( θ + Δ θ ) / L c + Δ M P ( Δ θ ) + M P
Subtracting Equation (6) by Equation (2) yields the following perturbation equations:
{ [ m X u ˙ ( h ) ] Δ u ˙ + [ m w X q ( h ) ] Δ q X u ( h ) Δ u X q ˙ ( h ) Δ q ˙ = 0 [ I y M q ˙ ( h ) ] Δ q ˙ M u ( h ) Δ u M q ( h ) Δ q M u ˙ ( h ) Δ u ˙ m g h ( h 2 z G ) s i n Δ θ / L c Δ M P ( Δ θ ) = 0
h = w t + h 0
According to the general solution of the inhomogeneous differential equation, we get the solution to Δ u and Δ u ˙ . By dimensionless Δ u and Δ u ˙ , we get the following formula:
Δ u = 1 2 X u ˙ 3 { 2 C 1 e X u   [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 X u ˙ 3   +   [ h h 0 w X u ˙ ( 2 m X u ˙ + 2 m X q + h h 0 w X u ˙ X q )   + 2 m 2 ( X u ˙ X q ) log ( m h h 0 w X u ˙ ) ] Δ θ ˙   X u ˙ [ h h 0 w X u ˙ ( 2 m + h h 0 w X u ˙ ) + 2 m 2 log ( m   h h 0 w X u ˙ ) ] Δ θ ¨ }
Δ u ˙ = 1 m + h h 0 w X u ˙ h [ C 1 e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 X u + ( m + h h 0 w X q ) Δ θ ˙ + h h 0 w X q ˙ Δ θ ¨ ]
The symbol * represents the dimensionless value of the corresponding variable.
Let t = 0 , and consider the dimensionless disturbance ε . Plug in this boundary condition, and we get C 1 :
C 1 = m m X u X u ˙ 2 [ X u ˙ 3 ε m 2 X u ˙ log ( m ) Δ θ ˙ + m 2 X q log ( m ) Δ θ ˙ + m 2 X q ˙ log ( m ) Δ θ ¨ ] X u ˙ 3
By substituting and arranging Equations (7)–(11), we get a differential equation with respect to the perturbation term Δ θ .
( h 2 z G ) h / L c Δ θ + Δ M P Δ θ + { M q h h 0 w + M u ˙ ( h h 0 w ) 2 ( m + h h 0 w X q ) m + h h 0 w X u ˙ e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u h h 0 w ( X u ˙ + X q ) log ( m ) X u ˙ 3 + e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u ˙ ( h h 0 w ) 2 ( X u ˙ + X q ) X u log ( m ) X u ˙ 3 ( m + h h 0 w X u ˙ ) 1 2 X u ˙ 3 M u h h 0 w [ h h 0 w X u ˙ ( 2 m X u ˙ + 2 m X q + h h 0 w X u ˙ X q ) + 2 m 2 ( X u ˙ X q ) log ( m h h 0 w X u ˙ ) ] } Δ θ ˙ + { I y M q ˙ h h 0 w + M u ˙ ( h h 0 w ) 3 X q ˙ m + h h 0 w X u ˙ e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u h h 0 w X q ˙ log ( m ) X u ˙ 3 + e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u ˙ ( h h 0 w ) 2 X q ˙ X u log ( m ) X u ˙ 3 ( m + t X u ˙ ) + M u h h 0 w X q ˙ [ h h 0 w X u ˙ ( 2 m + h h 0 w X u ˙ ) + 2 m 2 log ( m h h 0 w X u ˙ ) ] 2 X u ˙ 3 } Δ θ ˙ e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m m X u X u ˙ 2 M u h h 0 w ε + e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m m X u X u ˙ 2 M u ˙ ( h h 0 w ) 2 X u ε m + h h 0 w X u ˙ = 0
Rewrite Equation (12) in the following form:
a 0 Δ θ + a 1 Δ θ ˙ + a 2 Δ θ ¨ + a 3 = 0
To avoid repetition, the expression of a 0 , a 1 , a 2 , a 3 can be found in the Appendix A.
If a 3 0 , the solution to Equation (13) does not converge to zero. Thus, a 3 = 0 is required. When a 3 = 0 , Equation (13) is an homogeneous differential equation, and its convergence of solution can be judged by the Hurwitz method.
The characteristic equation of Equation (13) is as follows:
a 2 λ 2 + a 1 λ + a 0 = 0
According to the Hurwitz method, the motion is stable when the following conditions are met:
{ a 0 > 0 a 1 > 0 a 2 > 0 a 3 = 0
As the values of the hydrodynamics variables change with the depth of draft, it is necessary to ensure that the values of a 0 , a 1 , a 2 , a 3 meet the requirements in Equation (15) during the air–water trans–media process. The continuous change of draft depth in the air–water trans–media process is discretized. If the value of a 0 , a 1 , a 2 , a 3 at each discrete depth meets the requirement of Equation (15), the trans–media motion is stable. It is found that a 0 represents the criterion of static stability in the ξ E ζ plane, which also verifies the correctness of the derivation. In other words, dynamic stability is built on static stability.
The Hurwitz method states that the perturbations will converge to zero when t . However, for the air–water trans–media motion, the time is limited. Therefore, it cannot guarantee that the perturbations of the system will be eliminated in the air–water trans–media process, but it can ensure that the perturbations are bounded instead of getting worse. Therefore, the air–water trans–media process is stable in the presence of disturbance.
When the air–water trans–media stage is over, the dynamic stability of the HAUV in a single medium can be judged by the same criterion except for those hydrodynamic coefficients, which are not time–varying, and which in the corresponding media are used instead. If the vehicle can satisfy the kinematic stability criterion throughout the moving process, we consider that the HAUV has global kinematic stability.
Equation (15) is only applicable to the stability of the HAUV at a small linear angle. Equation (15) is not enough to conclude the dynamic stability of the HAUV at the large angle of the heel. Part of the HAUV’s propeller will slam into the water at large angles. The slamming of the propeller will result in a significant decrease in the speed of the propeller and then lead to a significant decrease in the thrust generated. According to the previous HAUV lake test experience, there are two main situations under large angles: (1) the HAUV fails to generate enough thrust, failing water exit. (2) The thrust generated by some thrusters drops significantly because of the slamming, while the thrust generated by the remaining thrusters remains the same. This creates a negative capsizing moment, which will capsize the HAUV. Therefore, the HAUV studied in this paper is unstable at large angles.

4.2. Trans–Media Kinematic Stability Criterion in the η E ζ Plane

4.2.1. Static Stability

For static stability in ηEζ plane, static force analysis is shown in Figure 8. Assuming that other motion parameters remain unchanged, only the change of Δ φ is considered after environmental disturbance.
K P ( Δ φ ) is the torque, which the propeller needs to provide, varying with Δ φ . It should be noted that the Δ K P mentioned in this paper is an embodiment of the maximum capability of the propellers, which does not involve specific dynamic changes. K P is the torque generated by the differential rotation of the propellers before the disturbance. In the process of checking, we mainly use the upper limit of Δ K P for checking. P 3 , P 4 are the force provided by the propellers. P 3 η , P 3 ζ , P 4 η , P 4 ζ are the components in the direction E η and E ζ . As in Section 4.1.1, we ignore the effects of P 3 η , P 4 η . G is the force of gravity. B ( h ) m g h / L c is the buoyancy, which varies with h .
By static force analysis, the restoring moment is m g h ( h 2 z G ) s i n ( Δ φ ) / L c , and the air–water trans–media motion is stable when the following conditions are met:
Δ K P + m g h ( h 2 z G ) s i n ( Δ φ ) / L c > 0

4.2.2. Dynamical Stability

As for the motion assumption in Section 4.1.2, we define the disturbance as Δ v , Δ v ˙ , Δ p , Δ p ˙ in the η E ζ plane. As shown in Figure 9, we carry out the force analysis in the η E ζ plane.
{ m ( v ˙ + Δ v ˙ ) m w ( p + Δ p ) = Y v ( h ) ( v + Δ v ) + Y p ( h ) ( p + Δ p ) + Y v ˙ ( h ) ( v ˙ + Δ v ˙ ) + Y p ˙ ( h ) ( p ˙ + Δ p ˙ ) + Y P I x ( p ˙ + Δ p ˙ ) = K v ( h ) ( v + Δ v ) + K p ( h ) ( p + Δ p ) + K v ˙ ( h ) ( v ˙ + Δ v ˙ ) + K p ˙ ( h ) ( p ˙ + Δ p ˙ ) + K φ ( h ) ( φ + Δ φ ) + Δ K P ( Δ φ ) + K P
If we subtract Equation (4) from Equation (17), we get the perturbation term equation:
{ [ m Y v ˙ ( h ) ] Δ u ˙ + [ Y p ( h ) m w ] Δ p Y v ( h ) Δ v Y p ˙ ( h ) Δ p ˙ = 0 [ I x K p ˙ ( h ) ] Δ p ˙ K v ( h ) Δ v K p ( h ) Δ p K v ˙ ( h ) Δ v ˙ K φ ( h ) Δ φ Δ K P ( Δ φ ) = 0
The derivation process on plane ξ E ζ is the same as that on plane η E ζ . Let t = 0 and consider the dimensionless disturbance   δ . The derivation results are given as follows:
b 0 Δ φ + b 1 Δ φ ˙ + b 2 Δ φ ¨ + b 3 = 0
b 0 = ( h 2 z G ) h / L c + Δ M P
b 1 = K p h h 0 w K v ˙ ( h h 0 w ) 2 ( m + h h 0 w Y p ) m + h h 0 w Y v ˙ e Y v [ h h 0 w Y v ˙ + m log ( m h h 0 w Y v ˙ ) ] Y v ˙ 2 K v m 2 + m Y v Y v ˙ 2 h h 0 w ( Y v ˙ Y p ) log ( m ) Y v ˙ 3 + e Y v [ h h 0 w Y v ˙ + m log ( m h h 0 w Y v ˙ ) ] Y v ˙ 2 K v ˙ m 2 + m Y v Y v ˙ 2 ( h h 0 w ) 2 ( Y v ˙ Y p ) Y v log ( m ) Y v ˙ 3 ( m + h h 0 w Y v ˙ ) K v h h 0 w [ h h 0 w Y v ˙ ( 2 m Y v ˙ + 2 m Y p + h h 0 w Y v ˙ Y p ) + 2 m 2 ( Y v ˙ + Y p ) log ( m h h 0 w Y v ˙ ) ] 2 Y v ˙ 3
b 2 = I x K p ˙ h h 0 w + K v ˙ ( h h 0 w ) 3 Y p ˙ m + h h 0 w Y v ˙ e Y v [ h h 0 w Y v ˙ + m log ( m h h 0 w Y v ˙ ) ] Y v ˙ 2 K v m 2 + m Y v Y v ˙ 2 h h 0 w Y p ˙ log ( m ) Y v ˙ 3 + e Y v [ h h 0 w Y v ˙ + m log ( m h h 0 w Y v ˙ ) ] Y v ˙ 2 K v ˙ m 2 + m Y v Y v ˙ 2 ( h h 0 w ) 2 Y p ˙ Y v log ( m ) Y v ˙ 3 ( m + h h 0 w Y v ˙ ) + K v h h 0 w Y p ˙ [ t Y v ˙ ( 2 m + h h 0 w Y v ˙ ) + 2 m 2 log ( m h h 0 w Y v ˙ ) ] 2 Y v ˙ 3
b 3 = e Y v [ h h 0 w Y v ˙ + m log ( m h h 0 w Y v ˙ ) ] Y v ˙ 2 K v m m Y v Y v ˙ 2 h h 0 w δ + e Y v [ h h 0 w Y v ˙ + m log ( m h h 0 w Y v ˙ ) ] Y v ˙ 2 K v ˙ m m Y v Y v ˙ 2 ( h h 0 w ) 2 Y v δ m + h h 0 w Y v ˙
The motion in the ξ E ζ plane is stable when the following conditions are met:
{ b 0 > 0 b 1 > 0 b 2 > 0 b 3 = 0
b 0 represents the criterion of static stability in the η E ζ plane.

5. Trans–Media Kinematic Stability Analysis

Based on the proposed trans–media kinematic stability criterion, the kinematic stability of the air–water trans–media process for Nezha was analyzed numerically. In addition, the trans–media motion of Nezha was decomposed into the ξ E ζ plane and the η E ζ plane, respectively, to study the vehicle’s trans–media kinematic stabilities in both directions.

5.1. Trans–Media Kinematic Stability Analysis in the ξ E ζ Plane

The trans–media kinematic stability of HAUV with different h and different w 0   (the velocity of uniform vertical motion) in the air–water trans–media process was simulated and analyzed. The simulation parameters in the ξ E ζ plane were as follows: X u = 0.3007 ,   X u ˙ = 0.8856 ,   X q = 1.0303 ,   X q ˙ = 0.8856 ,   M u = 0 ,   M u ˙ = 0 ,   M q = 0.1007 ,   M q ˙ = 0.1856 ,   Δ M P = 0.06 . As shown in Figure 10, the air–water trans–media kinematic stability under different speeds was checked. The value of   a 1 ,   a 2 , which are always greater than zero, increases with the draft depth h . The value of   a 0 decreases first and then increases as h increases. The changing trend of   a 0 is mainly affected by the restoring moment, specifically including the impact of HAUV buoyancy and the restoring arm. The change of   a 0 can be divided into three stages:
(1)
0 < h ≤ 0.148 m: The impact of the restoring moment is negative, and the negative effect gradually increases. In this process, the buoyancy increases, and the restoring arm decreases gradually. The change of buoyancy plays a major role.
(2)
0.148 m < h ≤ 0.296 m: The effect of the restoring moment is negative, but the negative effect gradually decreases. In this process, buoyancy increases, and the restoring arm decreases. The change of the restoring arm plays a major role.
(3)
0.296 m < h ≤ 0.323 m: The effect of the restoring moment is positive, and the positive effect gradually increases. In this process, the buoyancy and the restoring arm increase.
Moreover, the value of   a 0 is always greater than 0. This indicates that with an increase in the draft depth, the trans–media kinematic stability of the HAUV is enhanced, which is consistent with the actual air–water trans–media process. The value of a 3 is equal to 0 in the trans–media process, which is consistent with the results of the above theoretical proof in Section 4. It was found that all the requirements in Equation (15) were satisfied within the velocity range of [0.05 m/s,0.5 m/s]. Therefore, Nezha has kinematic stability in the ξ E ζ plane.

5.2. Trans–Media Kinematic Stability Analysis in η E ζ Plane

The kinematic stability of the HAUV was simulated with a different h and a different w 0 in the air–water trans–media process. The simulation parameters in η E ζ plane were as follows:   Y v = 0.3007 ,     Y v ˙ = 0.8856 ,   Y p = 1.0303 ,     Y p ˙ = 0.8856 ,     K v = 0 ,   K v ˙ = 0 ,   K p = 0.1007 ,   K p ˙ = 0.1856 ,   Δ K P = 0.06 . As shown in Figure 11, the air–water trans–media kinematic stability under different speeds was checked. As the velocity increases, the air–water trans–media kinematic stability becomes less stable. However, in the actual HAUV trans–media process, we want this process to be as short as possible since this stage is a transient phase. Therefore, it requires balancing the trans–media process’s stability and time. This also guides the actual control of the HAUV trans–media motion.
The value of b3 is equal to 0 in the trans–media process, satisfying Criterion (24) derived above. It was found that the requirements b 1 , b 2 , b 3 in Criterion (24) were satisfied within the velocity range of [0.05 m/s,0.5 m/s].
We then analyzed the criterion b 0 in detail. b 0 mainly represents the static stability of the HAUV in the air–water trans–media process, which is the premise of dynamic stability. The main influencing parameters of b 0 are the restoring moment and Δ K P , which represent the static stability of the HAUV and the adjustment ability of the propellers under the corresponding h , respectively.
As its definition indicates, b 0 is independent of w 0 . Whether b 0 satisfies the criterion depends on the value of Δ K P . Values of b 0 varying with h under different upper limits of propeller regulation are given in Figure 12. When Δ K P is greater than 0.04, the HAUV has kinematic stability throughout the air–water trans–media process. When Δ K P is less than 0.04, the HAUV has partial kinematic stability. As shown in Figure 12, when Δ K P = 0.01 ~ 0.03 , b 0 has a part with a value of less than zero with the change of h . In this part, the HAUV has no kinematic stability because the propeller cannot provide enough thrust: HAUV will capsize when HAUV is slightly disturbed.
As for Nezha,   Δ K P is specifically set to 0.06, and consequently the stability requirement of b 0 is satisfied. Nezha has kinematic stability on both the ξ E ζ plane and the   η E ζ plane. Nezha therefore has kinematic stability in the air–water trans–media process.
This provides some basis for the design of HAUVs in the future. When selecting the propeller, one should ensure that the Δ K P ( Δ K P = Δ K P   1 2 ρ w 2 L c 3   , ρ   is the density of water) value meets the requirements of the criteria. Therefore, Δ K P   is an important standard for designing the maximum thrust of the propellers. Only in this way can the air–water trans–media motion of the HAUV be controlled to overcome the external disturbance. On the contrary, as long as the kinematic stability criterion proposed in this paper is not satisfied, the kinematic stability cannot be guaranteed no matter what control law is applied. Therefore, the kinematic stability criterion proposed in this paper is an essential premise for motion control design.

6. Conclusions

In this paper, the air–water trans–media kinematic stability of HAUVs was analyzed under the assumptions of “slow–motion” and linear hydrodynamic variation with the draft depth. First, by following the model of classic underwater vehicle maneuverability and some recent research achievements in the field of hydrodynamics, this paper presented a model that is suitable for HAUV maneuverability. Then, the criterion of air–water trans–media kinematic stability of HAUVs was derived based on the model. This criterion provides a theoretical basis for the design of future HAUVs and provides an important prerequisite for the design of air–water trans–media motion control laws for HAUVs. Moreover, the criterion can be applied to most air–water trans–media motions that satisfy the assumptions in this paper. Finally, this criterion was used to analyze the air–water trans–media kinematic stability of Nezha, and the air–water trans–media process’s kinematic stability was analyzed with different draft depths and velocities. Furthermore, the influence of the propellers on the kinematic stability was analyzed.
Some interesting research subjects are worthy of further study in the future, including the complex behavior of the hydrodynamic characteristics during the air–water trans–media process for an HAUV and its effects on the vehicle’s kinematic stability. For example, the hydrodynamics of the vehicle change nonlinearly when the vehicle travels through the water’s surface in nature, although the variation trend is the same as that of linear change.

Author Contributions

T.W., D.L. and Z.Z. contributed to conceptualization, methodology, formal analysis and writing—original draft preparation; L.L. and Z.Z. contributed to supervision, project administration and funding acquisition. All authors have read and agreed to the published version of the manuscript.

Funding

This research was funded in part by the National Natural Science Foundation of China under grant 41706108. It was also funded in part by: the Science and Technology Commission of Shanghai Municipality Project 20dz1206600, the Natural Science Foundation of Shanghai under Grant 20ZR1424800 and the Shanghai Jiao Tong University Scientific and Technological Innovation Funds under Grant 2019QYB04.

Informed Consent Statement

Informed consent was obtained from all subjects involved in the study.

Conflicts of Interest

The authors declare no conflict of interest.

Appendix A

a 0 = ( h 2 z G ) h / L c + Δ M P a 1 = M q h h 0 w + M u ˙ ( h h 0 w ) 2 ( m + h h 0 w X q ) m + h h 0 w X u ˙ e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u h h 0 w ( X u ˙ + X q ) log ( m ) X u ˙ 3 + e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u ˙ ( h h 0 w ) 2 ( X u ˙ + X q ) X u log ( m ) X u ˙ 3 ( m + h h 0 w X u ˙ ) 1 2 X u ˙ 3 M u h h 0 w [ h h 0 w X u ˙ ( 2 m X u ˙ + 2 m X q + h h 0 w X u ˙ X q ) + 2 m 2 ( X u ˙ X q ) log ( m h h 0 w X u ˙ ) ] a 2 = I y M q ˙ h h 0 w + M u ˙ ( h h 0 w ) 3 X q ˙ m + h h 0 w X u ˙ e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u h h 0 w X q ˙ log ( m ) X u ˙ 3 + e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m 2 + m X u X u ˙ 2 M u ˙ ( h h 0 w ) 2 X q ˙ X u log ( m ) X u ˙ 3 ( m + h h 0 w X u ˙ ) + M u h h 0 w X q ˙ [ h h 0 w X u ˙ ( 2 m + h h 0 w X u ˙ ) + 2 m 2 log ( m h h 0 w X u ˙ ) ] 2 X u ˙ 3 a 3 = e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m m X u X u ˙ 2 M u h h 0 w ε + e X u [ h h 0 w X u ˙ + m log ( m h h 0 w X u ˙ ) ] X u ˙ 2 m m X u X u ˙ 2 M u ˙ ( h h 0 w ) 2 X u ε m + h h 0 w X u ˙

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Figure 1. Sketch of the moving process of an HAUV.
Figure 1. Sketch of the moving process of an HAUV.
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Figure 2. Diagram of the overall structure of Nezha.
Figure 2. Diagram of the overall structure of Nezha.
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Figure 3. Diagram of the trans–media process.
Figure 3. Diagram of the trans–media process.
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Figure 4. The definition of kinematic stability.
Figure 4. The definition of kinematic stability.
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Figure 5. The definitions of coordinate frames.
Figure 5. The definitions of coordinate frames.
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Figure 6. Static force analysis in the ξEζ plane.
Figure 6. Static force analysis in the ξEζ plane.
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Figure 7. Dynamical force analysis in the ξ E ζ plane.
Figure 7. Dynamical force analysis in the ξ E ζ plane.
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Figure 8. Static force analysis in the η E ζ plane.
Figure 8. Static force analysis in the η E ζ plane.
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Figure 9. The diagram of force analysis in the η E ζ plane.
Figure 9. The diagram of force analysis in the η E ζ plane.
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Figure 10. (a) Criterion variables at w 0 = 0.05   m / s ; (b) Criterion variables at w 0 = 0.1   m / s ; (c) Criterion variables at w 0 = 0.2   m / s ; (d) Criterion variables at w 0 = 0.3   m / s ; (e) Criterion variables at w 0 = 0.4   m / s ; (f) Criterion variables at w 0 = 0.5   m / s .
Figure 10. (a) Criterion variables at w 0 = 0.05   m / s ; (b) Criterion variables at w 0 = 0.1   m / s ; (c) Criterion variables at w 0 = 0.2   m / s ; (d) Criterion variables at w 0 = 0.3   m / s ; (e) Criterion variables at w 0 = 0.4   m / s ; (f) Criterion variables at w 0 = 0.5   m / s .
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Figure 11. (a) The change curve of b 1 at different air–water trans–media velocities; (b) The change curve of b 2 at different air–water trans–media velocities; (c) The change curve of b 3 at different air–water trans–media velocities–.
Figure 11. (a) The change curve of b 1 at different air–water trans–media velocities; (b) The change curve of b 2 at different air–water trans–media velocities; (c) The change curve of b 3 at different air–water trans–media velocities–.
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Figure 12. The variation of b 0 as a function of h at different upper limits of propeller regulation.
Figure 12. The variation of b 0 as a function of h at different upper limits of propeller regulation.
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Table 1. The physical parameters of Nezha.
Table 1. The physical parameters of Nezha.
ParameterValueUnitDescription
m 3.473kgMass of the vehicle
( x G , y G , z G )(0, 0, 0.148)mCentre–of–gravity position
I x 0.147kg∙m2Mass moment of inertia
I y 0.145kg∙m2Mass moment of inertia
D c 0.120mDiameter of the cylinder
L c 0.323mLength of the cylinder
D a 0.016mDiameter of the arm
L a 0.300mLength of the arm
Table 2. The nomenclature of the hydrodynamics variables.
Table 2. The nomenclature of the hydrodynamics variables.
VariableDefinitionUnitVariableDefinitionUnit
X u X –coefficient representing effect due to u kg / s X u ˙ X –coefficient representing effect due to u ˙ kg
X q X –coefficient representing effect due to q N · s / rad X q ˙ X –coefficient representing effect due to q ˙ kg · m / rad
Y v Y –coefficient representing effect due to v kg / s Y v ˙ Y –coefficient representing effect due to v ˙ kg
Y p Y –coefficient representing effect due to p N · s / rad Y p ˙ Y –coefficient representing effect due to p ˙ kg · m / rad
Z w Z –coefficient representing effect due to w kg / s Z w ˙ Z –coefficient representing effect due to w ˙ kg
Z p Z –coefficient representing effect due to p N · s / rad Z p ˙ Z –coefficient representing effect due to p ˙ kg · m / rad
Z q Z –coefficient representing effect due to q N · s / rad Z q ˙ Z –coefficient representing effect due to q ˙ kg · m / rad
M u M –coefficient representing effect due to u N · s M u ˙ M –coefficient representing effect due to u ˙ kg · m
M q M –coefficient representing effect due to q N · m · s / rad M q ˙ M –coefficient representing effect due to q ˙ kg · m 2 / rad
K v K –coefficient representing effect due to v N · s K v ˙ K –coefficient representing effect due to v ˙ kg · m
K p K –coefficient representing effect due to p N · m · s / rad K p ˙ K –coefficient representing effect due to p ˙ kg · m 2 / rad
M P Moment of the propeller in y direction N · m X P Force of the propeller in x direction N
K P Moment of the propeller in x direction N · m Y P Force of the propeller in y direction N
Z P Force of the propeller in z direction N
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Wei, T.; Lu, D.; Zeng, Z.; Lian, L. Trans-Media Kinematic Stability Analysis for Hybrid Unmanned Aerial Underwater Vehicle. J. Mar. Sci. Eng. 2022, 10, 275. https://doi.org/10.3390/jmse10020275

AMA Style

Wei T, Lu D, Zeng Z, Lian L. Trans-Media Kinematic Stability Analysis for Hybrid Unmanned Aerial Underwater Vehicle. Journal of Marine Science and Engineering. 2022; 10(2):275. https://doi.org/10.3390/jmse10020275

Chicago/Turabian Style

Wei, Tongjin, Di Lu, Zheng Zeng, and Lian Lian. 2022. "Trans-Media Kinematic Stability Analysis for Hybrid Unmanned Aerial Underwater Vehicle" Journal of Marine Science and Engineering 10, no. 2: 275. https://doi.org/10.3390/jmse10020275

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