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Keywords = self-balancing inverted pendulum

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28 pages, 6660 KB  
Article
Self-Regulating Fuzzy-LQR Control of an Inverted Pendulum System via Adaptive Hyperbolic Error Modulation
by Omer Saleem, Jamshed Iqbal and Soltan Alharbi
Machines 2025, 13(10), 939; https://doi.org/10.3390/machines13100939 - 12 Oct 2025
Cited by 4 | Viewed by 1299
Abstract
This study introduces an innovative self-regulating intelligent optimal balancing control framework for inverted pendulum-type mechatronic platforms, designed to enhance reference tracking accuracy and improve disturbance rejection capability. The control procedure is synthesized by synergistically integrating a baseline Linear Quadratic Regulator (LQR) with a [...] Read more.
This study introduces an innovative self-regulating intelligent optimal balancing control framework for inverted pendulum-type mechatronic platforms, designed to enhance reference tracking accuracy and improve disturbance rejection capability. The control procedure is synthesized by synergistically integrating a baseline Linear Quadratic Regulator (LQR) with a fuzzy controller via a customized linear decomposition function (LDF). The LDF dissociates and transforms the LQR control law into compounded state tracking error and tracking error derivative variables that are eventually used to drive the fuzzy controller. The principal contribution of this study lies in the adaptive modulation of these compounded variables using reconfigurable tangent hyperbolic functions driven by the cubic power of the error signals. This nonlinear preprocessing of the input variables selectively amplifies large errors while attenuating small ones, thereby improving robustness and reducing oscillations. Moreover, a model-free online self-tuning law dynamically adjusts the variation rates of the hyperbolic functions through dissipative and anti-dissipative terms of the state errors, enabling autonomous reconfiguration of the nonlinear preprocessing layer. This dual-level adaptation enhances the flexibility and resilience of the controller under perturbations. The robustness of the designed controller is substantiated via tailored experimental trials conducted on the Quanser rotary pendulum platform. Comparative results show that the prescribed scheme reduces pendulum angle variance by 41.8%, arm position variance by 34.6%, and average control energy by 28.3% relative to the baseline LQR, while outperforming conventional fuzzy-LQR by similar margins. These results show that the prescribed controller significantly enhances disturbance rejection and tracking accuracy, thereby offering a numerically superior control of inverted pendulum systems. Full article
(This article belongs to the Special Issue Mechatronic Systems: Developments and Applications)
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21 pages, 3120 KB  
Article
Modelling Dynamic Parameter Effects in Designing Robust Stability Control Systems for Self-Balancing Electric Segway on Irregular Stochastic Terrains
by Desejo Filipeson Sozinando, Bernard Xavier Tchomeni and Alfayo Anyika Alugongo
Physics 2025, 7(4), 46; https://doi.org/10.3390/physics7040046 - 10 Oct 2025
Cited by 2 | Viewed by 1314
Abstract
In this study, a nonlinear dynamic model is developed to examine the stability and vibration behavior of a self-balancing electric Segway operating over irregular stochastic terrains. The Segway is treated as a three-degrees-of-freedom cart–inverted pendulum system, incorporating elastic and damping effects at the [...] Read more.
In this study, a nonlinear dynamic model is developed to examine the stability and vibration behavior of a self-balancing electric Segway operating over irregular stochastic terrains. The Segway is treated as a three-degrees-of-freedom cart–inverted pendulum system, incorporating elastic and damping effects at the wheel–ground interface. Road irregularities are generated in accordance with international standard using high-order filtered noise, allowing for representation of surface classes from smooth to highly degraded. The governing equations, formulated via Lagrange’s method, are transformed into a Lorenz-like state-space form for nonlinear analysis. Numerical simulations employ the fourth-order Runge–Kutta scheme to compute translational and angular responses under varying speeds and terrain conditions. Frequency-domain analysis using Fast Fourier Transform (FFT) identifies resonant excitation bands linked to road spectral content, while Kernel Density Estimation (KDE) maps the probability distribution of displacement states to distinguish stable from variable regimes. The Lyapunov stability assessment and bifurcation analysis reveal critical velocity thresholds and parameter regions marking transitions from stable operation to chaotic motion. The study quantifies the influence of the gravity–damping ratio, mass–damping coupling, control torque ratio, and vertical excitation on dynamic stability. The results provide a methodology for designing stability control systems that ensure safe and comfortable Segway operation across diverse terrains. Full article
(This article belongs to the Section Applied Physics)
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26 pages, 2499 KB  
Article
Self-Balancing Mobile Robot with Bluetooth Control: Design, Implementation, and Performance Analysis
by Sandeep Gupta, Kanad Ray and Shamim Kaiser
Automation 2025, 6(3), 42; https://doi.org/10.3390/automation6030042 - 3 Sep 2025
Cited by 1 | Viewed by 3697
Abstract
This paper presents a comprehensive study of an ESP32 microcontroller-based self-balancing mobile robot system designed in conjunction with an Android app for Bluetooth control. The robot employs an MPU6050 accelerometer/gyroscope to execute dynamic equilibrium control for robotic balance. This study explores the design [...] Read more.
This paper presents a comprehensive study of an ESP32 microcontroller-based self-balancing mobile robot system designed in conjunction with an Android app for Bluetooth control. The robot employs an MPU6050 accelerometer/gyroscope to execute dynamic equilibrium control for robotic balance. This study explores the design of a system composed of an ESP32-based dual-platform architecture. The firmware for the ESP32 executes real-time motor control and sensor processing, while the Android application provides the user interface, data visualization, and command transmission. The system achieves stable operation with tilt angle variations of ±2.5° (σ=0.8°, n = 50 trials) during normal operation with a PID controller tuned to KP = 6.0, KI = 0.1, and KD = 1.5. In experimental tests, control latency was measured at 38–72 ms (mean = 55 ms, σ=12 ms) over distances of 1–10 m with a robust Bluetooth connection. Extended operational tests indicated the reliability of both autonomous obstacle avoidance mode and manual control exceeding 95%. Key contributions include gyro drift compensation using a progressive calibration scheme, intelligent battery management for operational efficiency, and a dual-mode control interface to facilitate seamless transition between manual and autonomous operation. Processing of real-time telemetry on the Android application allows visualization of important parameters like tilt angle, motor speeds, and sensor readings. This work contributes to a cost-effective mobile robotics platform (total cost: USD 127) through the provision of detailed design specifications, implementation strategies, and performance characteristics. Full article
(This article belongs to the Section Robotics and Autonomous Systems)
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14 pages, 552 KB  
Article
Design and Implementation of a Discrete-PDC Controller for Stabilization of an Inverted Pendulum on a Self-Balancing Car Using a Convex Approach
by Yasmani González-Cárdenas, Francisco-Ronay López-Estrada, Víctor Estrada-Manzo, Joaquin Dominguez-Zenteno and Manuel López-Pérez
Math. Comput. Appl. 2024, 29(5), 83; https://doi.org/10.3390/mca29050083 - 18 Sep 2024
Cited by 4 | Viewed by 2379
Abstract
This paper presents a trajectory-tracking controller of an inverted pendulum system on a self-balancing differential drive platform. First, the system modeling is described by considering approximations of the swing angles. Subsequently, a discrete convex representation of the system via the nonlinear sector technique [...] Read more.
This paper presents a trajectory-tracking controller of an inverted pendulum system on a self-balancing differential drive platform. First, the system modeling is described by considering approximations of the swing angles. Subsequently, a discrete convex representation of the system via the nonlinear sector technique is obtained, which considers the nonlinearities associated with the nonholonomic constraint. The design of a discrete parallel distributed compensation controller is achieved through an alternative method due to the presence of uncontrollable points that avoid finding a solution for the entire polytope. Finally, simulations and experimental results using a prototype illustrate the effectiveness of the proposal. Full article
(This article belongs to the Special Issue Numerical and Evolutionary Optimization 2024)
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31 pages, 1466 KB  
Article
Prescribed Performance Adaptive Balance Control for Reaction Wheel-Based Inverted Pendulum-Type Cubli Rovers in Asteroid
by He Huang, Zejian Li, Zongyi Guo, Jianguo Guo, Le Suo and Haoliang Wang
Aerospace 2022, 9(11), 728; https://doi.org/10.3390/aerospace9110728 - 18 Nov 2022
Cited by 7 | Viewed by 3493
Abstract
This paper investigates the issue of balance control for reaction-wheeled inverted pendulum-type Cubli Rovers on asteroids, and an adaptive control scheme is proposed via the prescribed performance control technique. The main feature lies in the fact that the transient behavior is satisfied which [...] Read more.
This paper investigates the issue of balance control for reaction-wheeled inverted pendulum-type Cubli Rovers on asteroids, and an adaptive control scheme is proposed via the prescribed performance control technique. The main feature lies in the fact that the transient behavior is satisfied which is required critically in the environment of asteroids. The attitude model of reaction-wheeled inverted pendulum-type Cubli Rovers is first constructed by virtue of the momentum moment theorem and Eulerian kinematics. Based on that, the gravitational field in the asteroid is described and the avoiding jumping condition is analyzed. Then, an adaptive prescribed performance control (APPC) method is proposed to obtain the fine tracking performance of the equilibrium error such that the inverted pendulum-type Cubli Rovers achieve the self-balancing motion. The proposed method is capable of ensuring the tracking errors inside the preset boundary functions, and the asymptotic stability of all states in the closed-loop system is guaranteed via the Lyapunov stability theory. The simulation and comparison results on the environment of asteroids verify the effectiveness and superiority of the presented control law. Full article
(This article belongs to the Special Issue Dynamics and Control Problems on Asteroid Explorations)
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19 pages, 2514 KB  
Article
Event-Triggered Neural Sliding Mode Guaranteed Performance Control
by Guofeng Xia, Liwei Yang and Fenghong Xiang
Processes 2022, 10(9), 1742; https://doi.org/10.3390/pr10091742 - 1 Sep 2022
Cited by 3 | Viewed by 2104
Abstract
To solve the trajectory tracking control problem for a class of nonlinear systems with time-varying parameter uncertainties and unknown control directions, this paper proposed a neural sliding mode control strategy with prescribed performance against event-triggered disturbance. First, an enhanced finite-time prescribed performance function [...] Read more.
To solve the trajectory tracking control problem for a class of nonlinear systems with time-varying parameter uncertainties and unknown control directions, this paper proposed a neural sliding mode control strategy with prescribed performance against event-triggered disturbance. First, an enhanced finite-time prescribed performance function and a compensation term containing the Hyperbolic Tangent function are introduced to design a non-singular fast terminal sliding mode (NFTSM) surface to eliminate the singularity in the terminal sliding mode control and speed up the convergence in the balanced unit-loop neighborhood. This sliding surface guarantees arbitrarily small overshoot and fast convergence speed even when triggering mistakes. Meanwhile, we utilize the Nussbaum gain function to solve the problem of unknown control directions and unknown time-varying parameters and design a self-recurrent wavelet neural network (SRWNN) to handle the uncertainty terms in the system. In addition, we use a non-periodic relative threshold event-triggered mechanism to design a new trajectory tracking control law so that the conventional time-triggered mechanism has overcome a significant resource consumption problem. Finally, we proved that all the closed-loop signals are eventually uniformly bounded according to the stability analysis theory, and the Zeno phenomenon can be eliminated. The method in this paper has a better tracking effect and faster response and can obtain better control performance with lower control energy than the traditional NFTSM method, which is verified in inverted pendulum and ball and plate system. Full article
(This article belongs to the Section Automation Control Systems)
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25 pages, 1816 KB  
Article
Dynamic Stability of an Electric Monowheel System Using LQG-Based Adaptive Control
by Ipsita Sengupta, Sagar Gupta, Dipankar Deb and Stepan Ozana
Appl. Sci. 2021, 11(20), 9766; https://doi.org/10.3390/app11209766 - 19 Oct 2021
Cited by 11 | Viewed by 6378
Abstract
This paper presents the simulation and calculation-based aspect of constructing a dynamically stable, self-balancing electric monowheel from first principles. It further goes on to formulate a reference model-based adaptive control structure in order to maintain balance as well as the desired output. First, [...] Read more.
This paper presents the simulation and calculation-based aspect of constructing a dynamically stable, self-balancing electric monowheel from first principles. It further goes on to formulate a reference model-based adaptive control structure in order to maintain balance as well as the desired output. First, a mathematical model of the nonlinear system analyzes the vehicle dynamics, followed by an appropriate linearization technique. Suitable parameters for real-time vehicle design are calculated based on specific constraints followed by a proper motor selection. Various control methods are tested and implemented on the state-space model of this system. Initially, classical pole placement control is carried out in MATLAB to observe the responses. The LQR control method is also implemented in MATLAB and Simulink, demonstrating the dynamic stability and self-balancing system property. Subsequently, the system considers an extensive range of rider masses and external disturbances by introducing white noise. The parameter estimation of rider position has been implemented using Kalman Filter estimation, followed by developing an LQG controller for the system, in order to mitigate the disturbances caused by factors such as wind. A comparison between LQR and LQG controllers has been conducted. Finally, a reference model-assisted adaptive control structure has been established for the system to account for sudden parameter changes such as rider mass. A reference model stabilizer has been established for the same purpose, and all results have been obtained by running simulations on MATLAB Simulink. Full article
(This article belongs to the Special Issue New Trends in the Control of Robots and Mechatronic Systems)
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17 pages, 533 KB  
Article
Adaptive Super-Twisting Control for Mobile Wheeled Inverted Pendulum Systems
by Mengshi Zhang, Jian Huang and Yu Cao
Appl. Sci. 2019, 9(12), 2508; https://doi.org/10.3390/app9122508 - 20 Jun 2019
Cited by 10 | Viewed by 4443
Abstract
Recently, the mobile wheeled inverted pendulum (MWIP) has gained an increasing interest in the field of robotics due to traffic and environmental protection problems. However, the MWIP system is characterized by its nonlinearity, underactuation, time-varying parameters, and natural instability, which make its modeling [...] Read more.
Recently, the mobile wheeled inverted pendulum (MWIP) has gained an increasing interest in the field of robotics due to traffic and environmental protection problems. However, the MWIP system is characterized by its nonlinearity, underactuation, time-varying parameters, and natural instability, which make its modeling and control challenging. Traditionally, sliding mode control is a typical method for such systems, but it has the main shortcoming of a “chattering” phenomenon. To solve this problem, a super-twisting algorithm (STA)-based controller is proposed for the self-balancing and velocity tracking control of the MWIP system. Since the STA is essentially a second-order sliding mode control, it not only contains the merits of sliding mode control (SMC) in dealing with the uncertainties and disturbances but can also be effective in chattering elimination. Based on the STA, we develop an adaptive gain that helps to learn the upper bound of the disturbance by applying an adaptive law, called an adaptive super-twisting control algorithm (ASTA). The stability of the closed-loop system is ensured according to the Lyapunov theorem. Both nominal experiments and experiments with uncertainties are conducted to verify the superior performance of the proposed method. Full article
(This article belongs to the Special Issue The Application of Sliding Mode Control in Robots)
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5 pages, 2314 KB  
Article
Researches and Development of an Efficient Electric PersonalMover for City Commuters
by Sijia Cao, Yagang Huang, Youtong Zhang, Dong Zhao and Ke Liu
World Electr. Veh. J. 2010, 4(2), 238-242; https://doi.org/10.3390/wevj4020238 - 25 Jun 2010
Viewed by 1155
Abstract
In order to reduce the carbon emission, saving fuel energy and for the convenience of personal transportation in urban area, a two-wheel-driven self-balancing vehicle was developed, which utilize the well-known inverted pendulum control technique, can carry one person and travels at a maximum [...] Read more.
In order to reduce the carbon emission, saving fuel energy and for the convenience of personal transportation in urban area, a two-wheel-driven self-balancing vehicle was developed, which utilize the well-known inverted pendulum control technique, can carry one person and travels at a maximum speed of 20km/h. The vehicle which is called “Tiny” , consists up of two brushless DC motors, the motors are placed coaxially. A gravity sensor and a gyro are mounted on the vehicle, signals from the two sensors are combined with Kalman Filter to indicate the tilt angle of the vehicle. By controlling the tilt angle to be 0 degree (which means the vehicle body is perpendicular to ground), the vehicle can perform travelling forward and backward. In this paper, the implementation of the Kalman filter is discussed by using Matlab simulations, and the mathematical model of the vehicle is also presented, then the controlling diagram is presented. In the end of this paper, some experimental parameter is presented. Full article
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