1. Introduction
In contrast to rotary-wing and fixed-wing aircraft, robotic birds that fly by flapping offer numerous advantages, including high maneuverability, low noise, and enhanced stealth, which have attracted significant attention across various fields [
1,
2]. However, single-degree-of-freedom flapping suffers from issues such as poor aerodynamic performance, low efficiency, and limited endurance [
3,
4]. Consequently, research on robotic birds has evolved from single-degree-of-freedom flapping to multi-degree-of-freedom flight capabilities, with future developments focusing on multimodal movements.
Recent advancements in the flow physics of flapping aerodynamics have provided deeper insights into the complex interactions between wing motion and fluid dynamics. For instance, Pinapatruni et al. [
5] demonstrated that an optimized tubercle design on a NACA0012 airfoil significantly improves lift and reduces drag at high angles of attack by promoting attached flow between stall cells. Similarly, Sinha et al. [
6] investigated the effects of pitch angular offset on a flapping airfoil, revealing that non-zero offsets enhance cyclic time-averaged lift while reducing thrust. Furthermore, studies on the dynamics of landing maneuvers have highlighted the critical role of wing sweep and pitching motions in achieving stable perching. For example, Adhikari et al. [
7] examined the effect of wing sweep on perching maneuvers, demonstrating that swept-wing configurations can significantly improve aerodynamic performance during deceleration. Additionally, Adhikari and Bhattacharya [
8] investigated the dynamics of rapidly pitching plates near the ground, providing valuable insights into the fluid-structure interactions during landing. Carruthers et al. [
9] further explored the mechanics and aerodynamics of perching maneuvers in large birds of prey, emphasizing the importance of wing morphing and leading-edge control surfaces in stabilizing flight during low-speed maneuvers. Their work on the use and function of leading-edge flaps in eagles [
10] revealed that these structures play a crucial role in enhancing lift and reducing stall during complex maneuvers such as perching and landing. These findings underscore the importance of optimizing wing kinematics and morphology not only for steady flight but also for complex maneuvers such as landing and perching.
Bird wings exhibit four basic types of movement during flight: flapping, twisting, sweeping, and folding [
11,
12]. Flapping involves an up-and-down movement around an axis parallel to the flight direction. Twisting refers to rotational movement around the wing’s longitudinal axis. Sweeping describes forward and backward movement around a vertical axis perpendicular to the body, while folding involves extending and bending along the wingspan direction [
13,
14]. Therefore, the flapping wing motion is not simply an up-and-down movement in a single plane but a complex motion within multidimensional space. The multi-degree-of-freedom flight stage refers to the phase in which flapping wing motion transitions from planar to spatial dimensions [
15,
16]. During this stage, robotic birds not only enhance biomimicry but also improve aerodynamic efficiency [
17,
18]. Beyond basic flight capabilities, the multimodal movement stage involves additional abilities such as perching on branches, taking off and landing, and moving on the ground [
19,
20]. Robotic birds in this stage will closely resemble real birds both in appearance and functionality, representing the pinnacle of high biomimicry. As the critical module for generating aerodynamic forces, flapping wings directly impact the aerodynamic performance of robotic birds. Therefore, the key to designing multimodal flight robotic birds lies in the development of multi-degree-of-freedom flapping wing mechanisms [
21]. However, this design process is inherently multidisciplinary, involving knowledge from mechanical engineering, structural engineering, aerodynamics, and biomimicry [
22]. Consequently, exploring the design of multi-degree-of-freedom flapping wing mechanisms requires a systematic, step-by-step approach.
Zhu et al. [
23] proposed three approaches to achieve three degrees of freedom in flapping wing mechanical structures: separate drive, hybrid drive, and combined drive. The separate drive approach uses different mechanisms to generate flapping, twisting, and sweeping movements. For example, Wang [
24] developed a three-degree-of-freedom flapping wing mechanism utilizing a double spherical rocker hinge, where flapping and sweeping motions are realized through a reciprocating mechanism and a rack-and-pinion mechanism in series transmission, while twisting motion is transmitted via a cam mechanism. Ajanic et al. [
25] employed two servo motors to independently achieve flapping and twisting motions and implemented folding motion using a four-bar linkage parallelogram mechanism.
Hybrid drive refers to the use of one mechanism to achieve any two types of movements while employing another mechanism to accomplish the third type. Zbikowski et al. [
26] applied this approach to design a three-degree-of-freedom flapping wing mechanism based on a trapezoidal structure, but it suffered from transmission dead points, which affected structural stability. To mitigate these effects, Ang et al. [
27] developed an improved reverse parallelogram flapping mechanism, where the two cranks of the reverse parallelogram mechanism are fixed separately on two pulleys interconnected by a crossed belt, thus avoiding dead points and enabling three degrees of freedom motion. Combined drive refers to the use of a single mechanism to simultaneously achieve all three types of movements. Zhu et al. [
28] enhanced a planar four-bar linkage mechanism by designing a seven-bar eight-hinge mechanism capable of achieving three degrees of freedom coupled flapping wing motion. Additionally, Ji et al. [
29] created a flapping wing mechanism that employs a spatial six-bar linkage (RRSS-SSR), enabling flapping, twisting, and sweeping motions with a single motor, and established a kinematic model for the mechanism.
The aforementioned studies have mechanized the basic flight movements of birds, enabling robotic birds to achieve multi-degree-of-freedom motion. However, they are unable to effectively simulate actions and postures involved in multimodal movements, such as transitioning the flapping wings from a folded position alongside the body to a fully extended state. To advance robotic birds into the multimodal movement stage, this paper adopts a multi-motor solution based on the crank-rocker structure. The goal is to replicate various flight stages and multimodal postures of birds. The designed attitude transformation mechanism enables the flapping wings to execute twisting, flapping, sweeping, bending, and their coupled movements, in addition to transitioning between folded and unfolded positions. This lays the foundation for robotic birds to achieve multimodal movements.
2. Characteristics and Analysis of Bird Flight
2.1. Basic Flight and Multimodal Movement
Apart from fundamental flight maneuvers like level flight, ascending, fast flight, hovering, leaping, and landing, birds also display multimodal movements, which enhance their ability to respond to different environmental demands. For example, to expand their habitat, they retain the ability to take off and land; to reduce energy consumption and increase flight duration, they adopt intermittent flapping-gliding flight patterns; and to evade predators, they have evolved highly maneuverable flight capabilities [
20]. The multimodal movement patterns of birds are illustrated in
Figure 1.
In the basic flight and multimodal motion of birds, we focus on three basic flight processes: ascent, mid-flight, and descent; and two multimodal motion processes: takeoff and landing. Taking pigeons as biomimetic models, we analyze the motion characteristics of the wings in each process based on existing research [
30,
31,
32], laying the foundation for subsequent mechanism design. First, it is essential to define the key parameters for motion description, as shown in
Figure 2.
The stroke plane angle (SPA) is the angle associated with the gradient of the linear regression line calculated from the wingtip’s
x and
z positional coordinates relative to the shoulder. SPArelBA refers to the SPA relative to the body angle (BA). The flight postures and motion characteristics of pigeons at different stages are shown in
Figure 3.
Figure 3 is based on the work in reference [
30].
Figure 3a shows that during steep flight (ascent and descent) and level flight in pigeons, the SPA is negative, ranging from −17° to −30°. The BA is positive, ranging from 18° to 46°, while the SPArelBA is also positive, ranging from 45° to 63°. As the steepness of flight increases, the SPA gradually decreases, while both the BA and SPArelBA increase progressively.
Figure 3b presents lateral views of the wingtip and wrist kinematics during different flight phases. It is evident that the steeper the flight, the more the wingtip path moves cranially toward the head. This suggests that as the flight angle increases, the wing extension also increases correspondingly. Additionally, as the flight angle increases, the figure-eight shape of the wingtip trajectory becomes more pronounced.
Figure 3c shows the dorsal view of the wingtip and wrist kinematics. It illustrates that during ascent, descent, and level flight at different angles, the motion trajectories of the wingtip and wrist in the dorsal plane are quite similar. In all flight phases, the wingtip follows a figure-eight motion trajectory. Kinematic traces for the takeoff, mid-flight, and landing of the pigeon are shown in
Figure 4.
Figure 4 shows that from takeoff to landing, the stroke Ppane (SP) rotates counter-clockwise. These traces show how the stroke planes shift from negative angles in takeoff and mid-flight to positive angles as the bird lands. During takeoff to mid-flight, the SPA is negative and gradually decreases, while during mid-flight to landing, the SPA becomes positive and gradually increases.
Throughout landing, the SP maintained a steep downward tilt during takeoff, shifting from –60 ± 5° to –47 ± 1°. This observation supports the idea that a downward-tilted SP pushes air backward, aiding forward propulsion. Similarly, during landing, the SP tilted upward, increasing from –1 ± 2° to 17 ± 7°, implying that an upward-tilted SP pushes air forward, slowing the bird. The rotations of the SP, wing planes, and tail were all linked with the rotation of the BA, suggesting that pigeons can redirect aerodynamic forces by adjusting the BA [
31].
In addition, the flight posture of pigeons is also related to flight speed. The wingtip trajectories of pigeons under varying flight speeds are presented in
Figure 5 [
32].
As depicted in
Figure 5, with the increase in flight speed, the SPA gradually increases, the BA gradually decreases, and the wingtip trajectory transitions from a figure-eight shape to an elliptical-like shape.
2.2. Characteristics Analysis
The different flight phases of birds, including basic flight and multimodal movements, exhibit diverse characteristics in terms of flight parameters, wingtip path patterns, and the relationship between wingtip path and SPA. These characteristics are closely related to the aerodynamic requirements and energy distribution of each flight phase, enabling birds to achieve efficient and stable flight in various situations. Understanding these characteristics provides valuable insights into the biomechanics and flight mechanisms of birds, which is crucial for using pigeons as biomimetic models to inform the design of mechanical systems that mimic their flight capabilities.
By analyzing the motion characteristics of pigeons during different flight phases, we found that during shallow descent, level flight, or high-speed flight, the wingtip trajectory resembles an elliptical shape similar to that of the shoulder. In most other cases, the wingtip moves along a figure-eight path. Additionally, SPA decreases as the steepness of flight increases. From takeoff to landing, SP rotates counterclockwise. During the transition from takeoff to mid-flight, SPA is negative and gradually decreases, while from mid-flight to landing, SPA becomes positive and gradually increases.
To accurately simulate the wing movements of birds during different flight phases, based on the motion characteristics of birds at various flight stages, we propose that the attitude conversion mechanism should enable the flapping wings to have at least the following capabilities:
(1) The ability to perform basic flight movements, including twisting, flapping, swinging, and bending.
(2) The ability to control SPA.
(3) The ability to achieve both figure-eight and elliptical-like flapping modes.
3. Structural Design and Functional Analysis
3.1. Structural Design
Utilizing a separate drive scheme, the attitude transformation mechanism is designed to achieve basic flight and multimodal movement capabilities similar to those of birds. This mechanism enables the wings to perform twisting, flapping, sweeping, and their coupled movements, as well as facilitates the transition of the wings from folded to unfolded or vice versa. The structure and components of the attitude transformation mechanism are shown in
Figure 6.
The body coordinate system is established using the robotic bird’s center of mass as the origin and its body axis as the
x-axis, adhering to the right-hand rule, as depicted in
Figure 6b.
Twisting is exclusively regulated by Servo 2, which drives the rotation of the transmission rod, thereby inducing the connecting frame to rotate. Because the attitude transformation mechanism is rigidly fixed to the linkage, it enables rotation around the z-axis, which represents the twisting movement.
Flapping is realized by Motor 1 and Crank-Rocker 1. Motor 1 provides the power for flapping, with its output shaft connected to the rotating shaft. Upon activation, this connection initiates the crank’s rotation. The crank’s rotation is converted into the swing of the rocker, which causes the attitude transformation mechanism to rotate around the x-axis, enabling flapping.
Sweeping is realized by the coordinated operation of Motor 2 and Crank-Rocker 2. The output shaft of Motor 2 is connected to the sweeping shaft, driving the crank’s rotation. This motion is transmitted via the rocker. With point 2 fixed to the flapping wing, the rocker’s swing facilitates the wing’s rotation around the y-axis, enabling the sweeping motion.
The bending motion between the first and second sections of the flapping wing is controlled by Servo 1. The output shaft of the servo is connected to the folding axis. As the servo rotates, this motion is transmitted through the crank to the folding axis, which causes the rocker to swing. Since point 3 is fixed, this swing motion of the rocker allows the second section of the flapping wing to rotate around point 3, achieving folding motion.
As the flapping wing’s movements are controlled by separate motors or servos, the harmonious operation of these mechanisms enables the wing to perform flapping, twisting, sweeping, bending, and their combinations. This coordination grants the wing a level of flexibility in motion that rivals that of real birds.
3.2. Functional Analysis
Referring to the primary postures involved in basic flight and multimodal movements of birds, the corresponding postures achieved by the attitude transformation mechanism are depicted in
Figure 7. The following explains the process of achieving the main postures of the attitude transformation mechanism.
Servo 1 adjusts the extension of the outer flapping wing by changing its folding angle, while Servo 2 twists the wing to the desired angle. By driving Servo 2, the SPA can be freely adjusted. Motor 1 serves as the power source for the flapping motion and operates continuously during various flight phases. The coordinated operation of Servo 2 and Motor 1 produces a coupled flapping-twisting motion, creating a figure-eight trajectory at the wingtip. Similarly, the collaboration between Motor 1 and Motor 2, which drives the coupled twisting-swinging motion, results in an elliptical-like wingtip trajectory.
During basic flight phases (ascent, descent, cruising, hovering, and pre-landing), Servo 2 first rotates to an appropriate angle, as shown in
Figure 2, to achieve the desired SPA. Motor 1 is then activated to initiate the flapping motion. By adjusting the twist angle at the end of both the upstroke and downstroke in each flapping cycle, the wings achieve a figure-eight trajectory. Similarly, adjusting the swing angle at the same points produces an elliptical-like trajectory. The specific flapping trajectory can be determined based on factors such as ascent/descent angle and flight speed. Additionally, adjusting the folding angle of the flapping wings through Servo 1 modifies the relative position between the wingtip and the shoulder joint.
The takeoff phase involves the transition of the flapping wings from being folded alongside the body to fully extended, followed by ascent. Initially, the wings are positioned parallel to the sides of the body. Servo 1 adjusts the folding angle to align the first and second segments of the wings, allowing them to unfold completely. After Servo 2 twists the wings to the appropriate SPA, Motor 1 is activated, initiating the flapping motion and transitioning the wings into an ascending state for takeoff.
The landing phase involves transitioning the flapping wings from a descending state to being folded alongside the body after touchdown. The coordinated operation of the servos and motor maintains the wings in a descending state. Upon touchdown, when the upper flapping chord aligns parallel to the body’s axis, Motor 1 ceases operation, halting the flapping motion. Subsequently, Servo 2 rotates the wings clockwise to fold them alongside the body, completing the landing process.
As shown in
Figure 7, the robotic bird equipped with the attitude transformation mechanism can simulate both the basic flight postures of birds and fulfill the requirements for flapping wing movement in multimodal movements.
3.3. Calculation of Required Torque
To address the issue of lightweight design, the body of the robotic bird is constructed from Depron foam, while the components are made from a composite material of resin and carbon fiber to balance strength and weight requirements. After considering the control system and task payload, the total estimated weight of the robotic bird is 900 g. The robotic bird primarily generates aerodynamic force through high-frequency, large-amplitude flapping. Therefore, the key factor in determining whether the flapping wing can produce the required aerodynamic force is the ability of the motor, as the power source for flapping, to provide the necessary torque.
3.3.1. Design of Basic Parameters for the Flapping Wing
The basic parameters of the flapping wing, such as flapping frequency, wing span, and wing area, are estimated based on biological scaling laws derived from avian biomechanics and aerodynamics [
33]. These laws describe the general relationship between body size, wing morphology, and flight performance, providing a useful framework for bio-inspired robotic design. However, it is important to note that these scaling laws are based on empirical data from a wide range of bird species and may not fully capture the variability observed in nature due to differences in flight styles, ecological niches, and evolutionary adaptations. In our study, the scaling laws were used as a starting point for the design and optimization of the flapping wing mechanism. The calculations for the wingspan, wing area, aspect ratio, and flapping frequency are shown in Equations (1)–(4), respectively.
where
m represents the weight of the robotic bird, with a value of 900 g,
B represents the wingspan,
S is the wing area,
AR represents the aspect ratio, and
f is the flapping frequency. Taking into account mechanical losses, the flight efficiency of the robotic bird is approximately 25% lower than that of birds, and the flapping wing parameters are determined as shown in
Table 1.
3.3.2. Estimation of Flapping Wing Aerodynamic Forces
To calculate the required torque for the robotic bird, it is first necessary to estimate the aerodynamic forces generated during flapping. The estimation of flapping wing aerodynamic forces was performed using quasi-steady aerodynamic laws, which provide a balance between simplicity and computational efficiency. These laws are widely used in bio-inspired robotics for their ability to approximate lift and drag forces during steady flapping motion with reasonable accuracy. Using the quasi-steady method proposed in reference [
34], the aerodynamic forces are calculated, taking spanwise deformation into account. The body coordinate system and the segmentation of the flapping wing into strip elements are shown in
Figure 8, where
α represents the flapping angle,
α0 is the initial installation angle, and
αflex denotes the spanwise deformation angle.
First, establish the flapping motion and deformation functions as given in Equation (5) and Equation (6), respectively.
where
αflexmax is the maximum flapping deformation angle,
f denotes the flapping frequency,
αmax represents the maximum flapping angle,
α is the flapping angle, and
αflex represents the flapping deformation angle.
Next, establish the flapping wing contour function as shown in Equation (7).
By taking the quarter-chord position of each flapping wing segment as the aerodynamic reference point, the flapping velocity and the spanwise deformation tangential velocity for each segment during flapping can be calculated as follows.
Assuming the robotic bird has an initial angle of attack during flight, after the wings undergo flexible deformation, the actual flight angle of attack is
where
α1 is the initial angle of attack,
α0 is the initial installation angle.
Assuming an initial angle of attack of 0°, a flapping frequency of 4 Hz, a maximum flapping angle of 60°, and a maximum deformation angle of 20°, the actual flight angle
θ as a function of spanwise coordinate
y and time
t can be obtained, as illustrated in
Figure 9. According to the simulation results, the actual angle of attack is minimal at the wing root, equal to the sum of the initial angle of attack and the initial installation angle. As the spanwise coordinate increases, the actual angle of attack gradually increases, reaching its maximum at the wingtip.
When considering air flow velocity, the total velocity of the strip element is
where
V∞ is the air flow velocity. At this point, the actual angle of attack considering air flow velocity can be obtained as follows.
Based on the blade element theory, the aerodynamic lift
dFL and drag
dFD produced by a strip element can be calculated as follows.
where
ρ represents the air density, and
CL and
CD denote the lift and drag coefficients, respectively, as expressed by Equations (15) and (16).
We project the lift and drag in the velocity coordinate system onto the body coordinate system as follows.
By integrating the aerodynamic forces of strip elements along the spanwise direction, the overall aerodynamic forces of the flapping wing can be obtained, as shown in Equations (19) and (20).
The calculation result is depicted in
Figure 10.
From
Figure 10, it is determined that the maximum aerodynamic force generated by the flapping wing is approximately 22 N. The mass of a single wing is 50 g, and by taking the geometric center of the wing as the point of action, the torque required for flapping the wing is calculated as shown in Equation (21).
where
G is the mass of the wing,
F represents the maximum aerodynamic force, and
d denotes the arm of force.
The calculated required torque for the flapping wing is 6.86 N∙m. Based on the requirements of torque and lightweight, the torque generated by the motor is calculated as follows.
where
K is the mechanical reduction factor, with a value of 9550,
Kw represents the motor power;
n is the gearbox ratio,
η accounts for mechanical losses, and
rpm denotes the motor’s revolutions per minute. The above describes the calculation process for determining the torque required for the robotic bird’s flapping and the torque generated by the motor, which aids in selecting appropriate motors and gearboxes. The specific parameters of main instruments are shown in
Table 2.
6. Conclusions
This paper focuses on the flapping wing module of robotic birds, with the attitude transformation mechanism based on a crank-rocker structure as the research object. The designed mechanism offers high degrees of freedom and ease of installation. When integrated into the robotic bird system, it enables the wings to achieve bird-like movement flexibility. A kinematic model of the attitude transformation mechanism was established, deriving the length constraint conditions for the main linkages necessary to achieve key movements such as flapping, sweeping, and bending. The functionality and accuracy of the kinematic model were validated through experimentation. Experimental results indicate that the designed mechanism satisfies the wing posture requirements during basic flight and multimodal movements, similar to those of birds. The maximum errors in calculating the flapping angle, sweeping angle, and bending angle were 3.4%, 2.7%, and 3.8%, respectively, confirming the accuracy of the kinematic model. The attitude transformation mechanism designed in this paper lays the foundation for advancing robotic birds into the multimodal movement stage. However, this paper has several limitations that should be addressed in future work. First, the experiments were conducted under controlled laboratory conditions, which may not fully replicate real-world flight scenarios, such as varying wind conditions and environmental disturbances. Second, the current design focuses primarily on kinematic performance, while dynamic effects, such as aerodynamic forces and structural vibrations, were not thoroughly investigated. Finally, the scalability of the proposed mechanism to larger or smaller robotic birds remains to be explored. Addressing these limitations in future studies will further enhance the practicality and performance of robotic birds in real-world applications.