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Terminal Sliding Mode Control of Mobile Wheeled Inverted Pendulum System with Nonlinear Disturbance Observer
Abstract
A terminal sliding mode controller with nonlinear disturbance observer is investigated to control mobile wheeled inverted pendulum system. In order to eliminate the main drawback of the sliding mode control, â€śchatteringâ€ť phenomenon, and for compensation of the model uncertainties and external disturbance, we designed a nonlinear disturbance observer of the mobile wheeled inverted pendulum system. Based on the nonlinear disturbance observer, a terminal sliding mode controller is also proposed. The stability of the closedloop mobile wheeled inverted pendulum system is proved by Lyapunov theorem. Simulation results show that the terminal sliding mode controller with nonlinear disturbance observer can eliminate the â€śchatteringâ€ť phenomenon, improve the control precision, and suppress the effects of external disturbance and model uncertainties effectively.
1. Introduction
Mobile wheeled inverted pendulum (MWIP) based robots are able to provide effective physical assistance to humans in various activities such as delivery and touring. Recently, many robotic systems are designed based on MWIP model, such as Segway [1], JOE [2], UWCar [3], and PMP [4].
However, the control of the inherent unstable MWIP system is a challenge. First of all, the dynamics of MWIP system is underactuated; that is, the number of the control inputs is less than the number of the degrees of freedom to be stabilized. In addition, MWIP systems are different from either the conventional cart and pendulum systems or the conventional nonholonomic systems. Therefore, many available control design approaches are not applicable to the MWIP systems.
In the past several years many approaches have been applied in the control of MWIP, including the linear [5] or feedback linearization [6] methods, fuzzy control methods [7], neural networkbased methods [8], adaptive control, and optimized model reference adaptive control [9].
The sliding mode control (SMC) approach seems an appropriate control method to deal with uncertain MWIP systems because SMC is less sensitive to model uncertainty and noise disturbances. Sankaranarayanan and Mahindrakar [10] proposed a sliding mode control algorithm to robustly stabilize a class of underactuated mechanical systems that are not linearly controllable and violate Brockettâ€™s necessary condition for smooth asymptotic stabilization of the equilibrium, with parametric uncertainties.
Park et al. [11] proposed an adaptive neural SMC method for trajectory tracking control of nonholonomic wheeled mobile robots with model uncertainties and external disturbances. Huang et al. [12] proposed a velocity control method for the MWIP based on sliding mode and a novel sliding surface.
Terminal sliding mode control (TSMC) of finitetime convergence is a variable structure control method whose formation and development are based on the introduction of a nonlinear function into sliding hyperplane. Compared to the conventional SMC, TSMC provides faster finitetime convergence and higher control precision. So far, the research of control methods of the terminal sliding mode control can be mainly divided into two types, that is, fractional exponent method such as [13] and cubic polynomials [14]. Bayramoglu and Komurcugil [15, 16] proposed a nonsingular decoupled terminal sliding mode control (NDTSMC) method for a class of underactuated fourthorder nonlinear systems. This control method is relatively simple. However, these references do not involve how to choose two intermediate parameters and , which brings difficulty of their practical applications. Huang et al. â€‰[3], for a novel narrow vehicle based on an MWIP system and a movable seat, called UWCar, proposed two terminal sliding mode controllers to control the velocity and braking.
Although TSMC controller is less sensitive to parameter variations and noise disturbances, its robustness is normally obtained by increasing the switch gain . Note that a bigger also brings chatter to the system which is the main drawback of the SMC.
Disturbance observer might be a candidate solution for the problem. It is found that using a disturbance observer can further improve the robustness of controller. A nonlinear disturbance observer was proposed by Mohammadi et al. [17] to manage the disturbance of nonlinear system, which is applied for a 4degreeoffreedom SCARA manipulator. Chen [18] proposed a nonlinear disturbance observer to deal with the disturbance of nonlinear system, which is applied to tracking control of pneumatic artificial muscle actuator by using DSC control method [19]. Wei et al. [20], for uncertain structural systems, proposed a new type of composite control scheme of disturbanceobserverbased control and terminal sliding mode control (TSMC). Yang et al. [21], for systems with mismatched uncertainties, proposed a sliding mode control approach by using a novel sliding surface based on a disturbance observer.
However, most of the aforementioned studies rarely discussed terminal sliding mode control with disturbance observer for an underactuated system such as the MWIP.
In this paper, we proposed a terminal sliding mode controller with nonlinear disturbance observer (TSMCNDO) for the balance control of an MWIP system. Compared with the conventional sliding mode controller in [14], larger stability region, very higher control precision, and smaller chattering can be achieved by applying the TSMCNDO strategy.
The rest of this paper is organized as follows. The MWIP system formulation and a nonlinear disturbance observer are discussed in Section 2. The terminal sliding mode control with nonlinear disturbance observer (TSMCNDO) and stability analysis are discussed in Section 3. Section 4 presents some MATLAB simulation results and the paper finally ends by the conclusion in Section 5.
In the rest of this paper, denotes a nominal value of .
2. System Formulation
2.1. MWIP System Dynamic Model
The MWIP system is a onedimensional inverted pendulum that rotates about the wheelsâ€™ axles. Hence, inclination and translational motion of the body determined the whole motion on a plane. Figure 1 shows the structure of an MWIP system, where and are the inclination angle of the body and the wheelâ€™s rotation angle, respectively. To describe the parameters of the MWIP system, some notations should be clarified first (see also Figure 1), which are shown in Table 1.

Lagrangeâ€™s motion equation is used to analyze the dynamics of this system, which leads to a secondorder underactuated model given by Huang et al. [12]. Consider where parameters , and satisfy Add the first equation of (1) to the second one and consider external disturbance; we have where are used to denote external disturbance.
2.2. Nonlinear Disturbance Observer Design
In order to improve the robustness and control precision of the MWIP system, it is necessary to design a nonlinear disturbance observer estimating model uncertainties and external disturbance. This subsection illustrates the design procedure of a nonlinear disturbance observer in the MWIP system.
For the nonlinear underactuated system with disturbances, in order to simplify the denotation, we can rewrite (3) as where Then, we can get The lumped disturbance vector is defined as Therefore, the effect of all modelling uncertainties and external disturbance is lumped into a single disturbance vector . From (4), it is seen that To estimate the lumped disturbance , the nonlinear disturbance observer is designed as follows: Define as the disturbance tracking error and using (9), it is observed that or, equivalently, In general, there is no prior information about the derivative of the disturbance . When the disturbance varies slowly relative to the observer dynamics, it is reasonable to suppose that . Then, we get Let us define an auxiliary variable , where . Substitute it into (9); the observer can be designed as where observer gain matrix and vector satisfy is a constant invertible matrix; that is, Substituting (14) and (15) into (13) and using (4) we have where Therefore, the disturbance observer can be designed as follows:
3. Controller Design
The MWIP system model (3) can be rewritten as From the two equations of (19), we have According to the TSMC method proposed in [14], the sliding surface is defined as follows: where , and is the reference value. And, The TSMC method is applied to the subsystem (20). The desired inclination angle and its rate of change are expected to be zero. Let us define the following sliding surfaces: where is a positive constant. The augmenting function is designed as cubic polynomials that guarantee Assumptionâ€‰â€‰1 in [14] holds.
Assumption 1. The tracking errors of the nonlinear disturbance observer are bounded and satisfy where and are known bounds.
Theorem 2. The sliding surfaces (23) will be achieved while the inclination angle converges to zero in finite time if the following control law is applied to the subsystem (20): where
Proof. Choose the following Lyapunov function candidate: Differentiating (27) along the controlled system (20) yields Substituting (25) into (28) Therefore, is a positivedefinite function and is a negativedefinite function. From Remarkâ€‰â€‰1 in [14], it is easily known that , and it implies that . Thus, it implies that and . This completes the proof.
Theorem 3. For the internal dynamic model of the MWIP system (the second equation of (3)), the proposed TSMCNDO controller (25) guarantees that the angular velocity can converge to zero.
Proof. Similar to Propositionâ€‰â€‰2 in â€‰[3], the second equation of (3) can be rewritten as where and . Therefore, we can know, the solution of (30) is asymptotically stable. From Theorem 2, it follows that and converge to zero, which makes finally converge to zero. This results in the final convergence of .
4. Simulation Study
In order to verify the performance of the proposed controller, we present some simulations in this section. In the simulations, the nominal values of system parameters come from a real MWIPbased vehicle. All the parameters are given in Table 2.

The external disturbance is assumed as The augmenting function is designed as a cubic polynomial: where For the sliding surface, were used.
Suppose the initial conditions are given by , , , and .
We consider the balance control of MWIP systems by using the conventional linear quadratic regulator (LQR), the TSMC in [14], and the TSMCNDO proposed in this paper. When using the LQR controller, an approximately linearized dynamic model was established by choosing state as . The calculated state feedback gain matrix of LQR controller is .
In order to avoid chattering associated with the terminal sliding mode control law, we have approximated the discontinuous sign function with continuous saturation function defined as where is boundary layer. For applying the two control strategies to the subsystem (20), the determined parameters of all controllers are listed in Table 3.

The balance control simulation results of the MWIP system with uncertainties and disturbances using the LQR, the TSMC given by [14], and the TSMCNDO proposed in this paper are shown in Figures 2, 3, 4, and 5.
Figure 6 shows the inclination angle tracking errors of the MWIP system considering uncertainties and disturbances using the two control strategies.
From Figures 2â€“6 the following turn out.(1)The control performance of LQR controller seems worst because it is not designed to deal with the model uncertainties and external disturbance.(2)Even if there are model uncertainties and external disturbance, the inclination angle, angular velocity, and wheel rotation velocity of the MWIP system will finally converge when either TSMC or TSMCNDO controller is employed.(3)The control performance of the MWIP system by using TSMCNDO control strategy is better than the one by using TSMC control strategy. The effect of external disturbance on the MWIP system is significantly reduced by using TSMCNDO control strategy while it still remains when using a conventional TSMC controller.
In the case of TSMC strategy, the control precision of the system is mainly related to parameter . In order to improve the control precision of the MWIP system, usually smaller value of the parameter should be chosen. However, the chattering will increase as the value of decreases. On the other hand, when using the TSMCNDO strategy, a satisfactory control performance can be easily achieved even if the value of parameter is relatively large. This is because the NDO can compensate the lumped disturbance in a feedforward way.
In a word, the proposed TSMCNDO control strategy is superior to a conventional LQR or TSMC strategy in the balance control of an MWIP system.
5. Conclusion
The balance control of MWIP system is a challenge due to its strong nonlinearity and underactuated feature. The TSMC seems an appropriate method because it can deal with both the modeling uncertainties and external disturbances. In addition, a TSMC controller can guarantee the system trajectory converges in a finite time, whereas there are few researches about the robust finitetime control strategy applied in an underactuated system such as an MWIP. The main contribution of this paper lies in the following.(1)We formulated the TSMC design for the balance control of the underactuated MWIP system.(2)To remove the â€śchatteringâ€ť caused by sliding mode control and further improve the control performance, a new TSMCNDO strategy is proposed for controlling the MWIP system.
Together with the nonlinear disturbance observer, the control precision is significantly enhanced by the proposed method even if the boundary layer parameter is relatively large. Simulation results demonstrate the effectiveness of the proposed methods.
Conflict of Interests
The authors declare that there is no conflict of interests regarding the publication of this paper.
Acknowledgments
This work was partially supported by the International Science and Technology Cooperation Program of Hubei Province â€śJoint Research on Green Smart Walking Assistance Rehabilitant Robotâ€ť under Grant no. 2012IHA00601, the Fundamental Research Funds for the Central Universities (HUST) under Grant no. 2013ZZGH007, and the National Natural Science Foundation of China under Grant 61473130 and was partially supported by Program for New Century Excellent Talents in University (Grant no. NCET120214).
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Copyright © 2014 SongHyok Ri et al. This is an open access article distributed under the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.