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Article

Optimal Design of a Five-Bar Planar Manipulator and Its Controller by Using Different Algorithms for Minimum Shaking Forces and Moments for the Largest Trajectory in a Usable Workspace

Department of Mechanical Engineering, Campus of Gorukle, Bursa Uludag University, Bursa 16059, Turkey
*
Author to whom correspondence should be addressed.
Machines 2022, 10(11), 971; https://doi.org/10.3390/machines10110971
Submission received: 26 September 2022 / Revised: 14 October 2022 / Accepted: 20 October 2022 / Published: 24 October 2022
(This article belongs to the Section Machine Design and Theory)

Abstract

:
In this paper, a structural design and controller optimization process for a five-bar planar manipulator are studied using three different population-based optimization techniques: particle swarm optimization, genetic algorithm, and differential evolution. First, the desired kinematic properties of the manipulator, such as the position, velocity, and acceleration of the endpoint, are determined using inverse kinematics. Then, an optimization problem is created to minimize the shaking force and moments, and the desired kinematic quantities are implemented as constraints. All the link properties of the manipulator are defined as design variables, and the optimization results are obtained. The results show that it is possible to significantly reduce the shaking force and moment significantly thanks to the optimal design parameters. Finally, the controller is optimized to find the best PID gains considering the forward kinematics of the manipulator. It is observed that the shaking force and shaking moment can be reduced by 99% and 54%, respectively, which has a very positive effect on the accuracy of the trajectory tracking. Moreover, the performances of the optimization methods are compared by using the same number of iterations in the calculations, and thus, it can be seen that the GA method achieves the best results compared to the others. Therefore, the results of this study are of utmost importance for a manufacturer, who wants to design a five-bar planar manipulator and its controller.

1. Introduction

In the last two decades, five-bar planar manipulators have been extensively used in various industrial fields, especially in robotic applications for mass production such as assembly, transportation, and positioning, as well as haptic and medical devices. There are a variety of five-bar planar manipulators depending on whether the actuators are rotary or linear [1].
In designing such a mechanism, several problems related to kinematics and dynamics must be solved. The determination of workspace (including singularity points) and trajectory planning are the main kinematic issues [1,2,3,4,5,6,7,8,9,10,11,12,13], while determination and minimization of the shaking forces and torques, together with the torques of the actuators, are the crucial dynamic issues [14,15,16,17,18,19,20,21,22,23]. In [2,3], the singularity and workspace of the 5R (revolute joint) symmetrical parallel mechanism are studied. Cervantes et al. found all the working space and singularity curves of a 2-DOF, 5R manipulator [2]. On the other hand, X.-J. Liu et al. determined the optimal design criteria for the maximum working space, which is only suitable for working conditions with an upward configuration [3]. Stan et al. [6] addressed a kinematic optimization problem for a microparallel RPRPR robot (two linear actuators and three revolute joints). In their kinematic optimization, the most suitable dimensions of the bipod model were found for the largest workspace.
For fast-moving parallel mechanisms, trajectory planning is also of great importance. Oarcea et al. [10] studied two motion profiles (constant velocity and trapezoidal velocity) using the Dassault Systems Solidworks and Simulink Simscape Multibody Software. In [11,12], the integration of non-circular gears is specifically used to operate on only one precise trajectory. In particular, in [11], the dimensions of a five-bar mechanism were obtained by genetic optimization as a function of the trajectory. Uzunoglu et al. [13] integrated the five-bar mechanism into laser-cutting machines to accelerate short movements. They designed a new algorithm by adding the U and V axes to the five-bar mechanism, in addition to the X and Y main axes, to the G-codes, which is known as the communication language of the CNC systems.
High-speed mechanisms are designed to eliminate or minimize shaking forces and shaking moments. Berkoff [14] has shown that an inertial counterweight and a physical pendulum joint can provide a complete balance of force and moment for a specific case of inline joints. In addition, the conditions for redistribution of mass and the inclusion of additional masses required to fully balance the inertial loads of the linkage were determined.
Alici and Shirinzadeh [17] analyzed the dynamic equilibrium of the five-bar linkage to optimize the sum of squared values of the bearing forces, driving torques, shaking moment, and the sum of angular momentum by considering the lengths and angles of the mechanism. Ilia and Sinatra [20] used a novel simplified approach for the dynamic balancing of five-bar linkages. They derived the dynamic model of the five-bar mechanism by restoring the natural-orthogonal complement method and then determined the shaking force acting in the workspace. A system of seven equations and four inequality constraints with twelve linkage parameters expressed the dynamic balancing conditions of the five-bar linkage.
The population-based optimization methods are very effective tools for determining the correct kinematic and dynamic parameters of the mechanism. The most commonly used stochastic optimization methods in the literature are the genetic algorithm (GA), particle swarm optimization (PSO), and differential evolution (DE). These methods have numerous applications regarding the mechanism and machine design [24,25,26,27,28,29,30,31,32,33,34,35]. Yildiz [28] used these methods to optimize the four-bar linkages used in the mechanism to open and close the trunk lid of sedans. Sergiu, Maties, and Balan [9] solved an optimization problem using a genetic algorithm to create the largest workspace; as a result, they determined the symmetric link length. Alici and Shirinzadeh [18] used a genetic algorithm for the dynamic balancing of the five-bar linkage. In their study, they determined which components were more important in the objective function by giving the weight factors the value “0” or “1”.
In practice, the control of a manipulator is also an important issue. Among the numerous works in this field, some important ones related to the present work will be mentioned here. In [36], the prototype of a planar parallel manipulator with five-bars was created by a multi-disciplinary study, and the simulation results were compared with the measurement results by performing the PI control. Tao and Sadler [37] developed the constant speed control of a four-bar mechanism driven by a motor using a state-space representation, and several modified PID-type rules were implemented. In recent years, various control algorithms seem to work together or nested. [38,39,40]. In [40], the extreme learning machine-PID controller has shown that it outperforms the pure P and PID controllers with the adaptive tuning of the control parameters. Optimization methods such as GA [38] and PSO [39] are used, especially to select the coefficients of the widely used PID controller. In this study, the gains of the PID controllers are determined using an optimization technique after solving the problem of balancing the shaking forces and moments.
This work differs from the previous studies in three aspects. First, in solving the balancing problem of the manipulator, all the properties of the joints, such as the lengths, masses, inertias, and centers of gravity of the bars, are considered optimization parameters. Second, in this optimization problem, the largest desired trajectory is tracked in the reachable workspace (without singularity) with the constraint functions. Third, the PID gains of the developed controller are also obtained by optimization. The balancing and control of the manipulator could be posed as a single multi-objective optimization problem. However, the combination of these two stages of the problem could make the optimization algorithm become more complicated. Hence, the manipulator control problem was defined as a secondary optimization problem. The layout of the simulation of the optimization algorithms has seen in Figure 1. Three different optimization techniques have been used to compare their performances for both optimization problems.

2. Modeling of the Five-Bar Planar Manipulator

The general view of the five-bar manipulator used in this paper is illustrated in Figure 2. Provided that the physical features and positions of the links and the desired motion profile of point P are known, the angular position, velocity, and acceleration values are determined from inverse kinematic analysis.

2.1. Inverse Kinematics of the Five-Bar Planar Manipulator

The loop equation of the five-bar manipulator can be written as follows:
O P = O A 1 + A 1 B 1 + B 1 P = O A 2 + A 2 B 2 + B 2 P
or in form of complex numbers,
r 5 e i π + r 1 e i θ 1 + r 3 e i θ 3 = x + i y
r 5 e 0 + r 2 e i θ 2 + r 4 e i θ 4 = x + i y
In the above equations, ri (i = 1…5) denote the lengths of the links and θi (i = 1…4) their rotation angles. Besides, the terms x and y define the position of point P. The solution of the inverse kinematic problem can be expressed with the following equations:
r 3 2 = x + r 5 r 1 c o s θ 1 2 + y r 1 sin θ 1 2
r 4 2 = x r 5 r 2 c o s θ 2 2 + y r 2 sin θ 2 2
where θ1 and θ2 are the input angles of the mechanism. These are obtained from either Equations (4) and (5):
θ i = 2 tan 1 z i ,   for   i = 1 , 2
where
z i = b i + σ i b i 2 4 a i c i 2 a i ,   for   i = 1 , 2
in which
a 1 = x 2 + y 2 + r 5 2 + r 1 2 r 3 2 + 2 x r 5 + 2 r 5 r 1 + 2 x r 1 b 1 = 4 y r 1 c 1 = x 2 + y 2 + r 5 2 + r 1 2 r 3 2 + 2 x r 5 2 r 5 r 1 2 x r 1 a 2 = x 2 + y 2 + r 5 2 + r 2 2 r 4 2 2 x r 5 2 r 5 r 2 + 2 x r 2 b 2 = 4 y r 2 c 2 = x 2 + y 2 + r 5 2 + r 2 2 r 4 2 2 x r 5 + 2 r 5 r 2 2 x r 2
Five-bar planar parallel manipulators have four inverse kinematics solutions [3]. These solution configurations have (+ −), (+ +), (− −), and (− +) models according to the sign of (σ1 σ2) values. In this paper, the inverse kinematics solution is obtained by considering the operation in the (+ −) model; that is, σ1 = + 1 and σ2 = −1 are taken. θ3 and θ4 are obtained by substituting the values of θ1 and θ2 in Equations (2) and (3).
The relationship between the link angular velocities and the linear velocity components of point P is given by the following matrix equation:
ω 1 ω 2 ω 3 ω 4 = r 1 sin θ 1 0 r 3 sin θ 3 0 r 1 cos θ 1 0 r 3 cos θ 3 0 0 r 2 sin θ 2 0 r 4 sin θ 4 0 r 2 cos θ 2 0 r 4 cos θ 4 1 V x V y V x V y
where ωi (i = 1…4) are links’ angular velocities. Vx and Vy are the x- and y-components of point P.
Similarly, the angular accelerations are given as follows:
α 1 α 2 α 3 α 4 = r 1 sin θ 1 0 r 3 sin θ 3 0 r 1 cos θ 1 0 r 3 cos θ 3 0 0 r 2 sin θ 2 0 r 4 sin θ 4 0 r 2 cos θ 2 0 r 4 cos θ 4 1 a x + r 1 ω 1 2 cos θ 1 + r 3 ω 3 2 cos θ 3 a y + r 1 ω 1 2 sin θ 1 + r 3 ω 3 2 sin θ 3 a x + r 2 ω 2 2 cos θ 2 + r 4 ω 4 2 cos θ 4 a y + r 2 ω 2 2 sin θ 2 + r 4 ω 4 2 sin θ 4
where αi (i = 1…4) are links’ angular accelerations. ax and ay are linear acceleration components of point P in the x- and y-directions. The accelerations of the center of gravities can be obtained as follows:
a G 1 x a G 1 y a G 3 x a G 3 y a G 2 x a G 2 y a G 4 x a G 4 y = r G 1 α 1 sin θ 1 + φ 1 r G 1 ω 1 2 cos θ 1 + φ 1 r G 1 α 1 cos θ 1 + φ 1 r G 1 ω 1 2 sin θ 1 + φ 1 r 1 α 1 sin θ 1 r 1 ω 1 2 cos θ 1 r G 3 α 3 sin θ 3 + φ 3 r G 3 ω 3 2 cos θ 3 + φ 3 r 1 α 1 cos θ 1 r 1 ω 1 2 sin θ 1 + r G 3 α 3 cos θ 3 + φ 3 r G 3 ω 3 2 sin θ 3 + φ 3 r G 2 α 2 sin θ 2 + φ 2 r G 2 ω 2 2 cos θ 2 + φ 2 r G 2 α 2 cos θ 2 + φ 2 r G 2 ω 2 2 sin θ 2 + φ 2 r 2 α 2 sin θ 2 r 2 ω 2 2 cos θ 2 r G 4 α 4 sin θ 4 + φ 4 r G 4 ω 4 2 cos θ 4 + φ 4 r 2 α 2 cos θ 2 r 2 ω 2 2 sin θ 2 + r G 4 α 4 cos θ 4 + φ 4 r G 4 ω 4 2 sin θ 4 + φ 4
where rgi and φi (i = 1…4) are the magnitudes and orientation angles of the local position vectors of the centers of gravity.

2.2. Inverse Dynamics of the Five-Bar Planar Manipulator

In this part, to determine the shaking forces and moments transmitted to the machine foundation, the dynamic analysis of the mechanism is carried out by using the well-known Newton–Euler principle. The free-body diagrams are given in Figure 3.
The following equations of motion are written for link 1:
F 01 x + F 31 x = m 1 a G 1 x
F 01 y + F 31 y = m 1 a G 1 y
T 1 + G A 1 x F 01 + G B 1 x F 31 = I G 1 α 1
where
G A 1 = A 1 G = ( r G 1 cos ( θ 1 + φ 1 ) i + r G 1 sin ( θ 1 + φ 1 ) j )
G B 1 = r 1 r G 1 = r 1 cos θ 1 r G 1 cos ( θ 1 + φ 1 ) i + r 1 sin θ 1 r G 1 sin ( θ 1 + φ 1 ) j
Substituting Equations (15) and (16) in Equation (14) yields the following equation:
T 1 + r G 1 cos ( θ 1 + φ 1 ) F 01 y r G 1 sin ( θ 1 + φ 1 ) F 01 x + r 1 cos θ 1 r G 1 cos ( θ 1 + φ 1 ) F 31 y   r 1 sin θ 1 r G 1 sin ( θ 1 + φ 1 ) F 31 x = I G 1 α 1
Similar equations must be written for other links. All the equations of motion are given in the matrix form (Appendix A). The number of motion equations is twelve. It should be noted that the dynamic equations of the system are derived by considering zero friction conditions.

2.3. Shaking Force and Moment of the Five-Bar Planar Manipulator

The five-bar manipulator is connected to the ground at two fixed pivot points, A1 and A2. The sum of the forces transmitted to the ground via the fixed joints is defined as the shaking force. This shaking force is given in Equation (20).
F 01 = F 01 x 2 + F 01 y 2
  F 02 = F 02 x 2 + F 02 y 2
F s = F 02 F 01
The shaking moment transmitted to the ground is as follows:
M s = T 1 + T 2 + 2 r 5 x F 02 y

3. Structural Optimization of Five-Bar Planar Manipulator

3.1. Desired Trajectory Planning

The largest circular trajectory in two-dimensional space is assumed to be tracked by point P in the reachable workspace (no singular points), as illustrated in Figure 4.
The trapezoidal motion program is one of the most widely used motions in industrial robots. In the trapezoidal velocity profile, the endpoint P moves with maximum constant velocity during most of the operation time. The desired motion profile equations are presented in Equations (22)–(24).
β t = a c 2 t 2                                             0 t t 1 a c t 1 t 2 t 1                 t 1 t t 2 a c 2 ( t t 2 ) 2                       t 2 t t f
β ˙ t = a c t                                                     0 t t 1 a c t 1                                                   t 1 t t 2 a c t f a c t                           t 2 t t f
β ¨ t = a c                                                     0 t t 1 0                                                             t 1 t t 2 a c                                                   t 2 t t f
The trajectory is comprised of three main parts, as shown in Figure 5a. These plots represent the angular position, angular velocity, and angular acceleration of the endpoint P. For a circular trajectory, the endpoint P position, velocity, and acceleration according to the motion as defined in Figure 5a are given in Figure 5b.

3.2. Definition of the Objective Function, Design Variables, and Constraints

The optimization problem can be defined as re-dimensioning the five-bar manipulator such that the shaking forces and shaking moments become minimized while following the desired trajectory. The objective function is selected as follows:
F = w 1 f 1 + w 2 f 2
where w 1 and w 2 are the weighting factors, f 1 and f 2 are the first and second objective functions, respectively. The weighting factors’ sum should be equal to one. The first objective function is the sum of the absolute values of shaking force, while the sum of the absolute shaking moment is the second objective function.
f 1 = F s
f 2 = M s
This object function includes twenty-one design variables given in the following:
[ r g 1 r g 2 r g 3 r g 4 m 1 m 2 m 3 m 4 I g 1 I g 2 I g 3 I g 4 φ 1 φ 2 φ 3 φ 4 r 1 r 2 r 3 r 4 r 5 ]
The constraint functions contain keeping the desired trajectory within the workspace and balancing the five-bar manipulator.
g 1 = x + r 5 2 + y 2 r 1 + r 3 2 0 g 2 = x r 5 2 + y 2 r 2 + r 4 2 0 g 3 = x r 1 c o s θ 1 + r 2 c o s θ 2 / 2 0 g 4 = y r 1 s i n θ 1 + r 2 s i n θ 2 / 2 0 g 5 = m 1 r G 1 cos φ 1 + m 3 r 1 + m 4 r G 4 cos φ 4 r 1 r 4 0 g 6 = r G 1 sin φ 1 + m 4 r G 4 sin φ 4 r 1 r 4 0 g 7 = m 3 r G 3 cos φ 3 + m 4 r G 4 cos φ 4 r 3 r 4 0 g 8 = r G 3 sin φ 3 + m 4 r G 4 sin φ 4 r 3 r 4 0 g 9 = m 2 r G 2 cos φ 2 + m 4 r 2 m 4 r G 4 cos φ 4 r 2 r 4 0
where g1 and g2 are the equations of the outer circle of the workspace. g3 and g4 show the singularity created by the locus of point P when B1PB2 is completely extended. Other functions are related to mass balancing.
In order to limit the solution space, the following constraints are also added to the above-mentioned ones.
0 r g i for   i = 1 4 0.7 m i m i 1.3 m i     for   i = 1 4 0.7 I g i I g i 1.3 I g i for   i = 1 4 0 φ i 2 π for   i = 1 4 0.9 r i r i 1.1 r i for   i = 1 5

3.3. Applied Optimization Methods

In this study, we have used three optimization procedures. These were, namely, genetic algorithm (GA) [36], particle swarm optimization (PSO) [37], and differential evolution (DE) [38,39]. GA procedure is inspired by reproduction processes and natural selection. This method aims to solve the extremum problems with a randomly generated population of individuals called chromosomes. GA reproduces new generations of those chromosomes by considering the natural selection approach, which can be summarized as survival of the fittest. The PSO method, which is a stochastic optimization algorithm, was inspired by the group behavior of birds and fishes. In this method, a random group of particles is submitted to search for the extreme point of the objective function. Then, the particles follow the nearest ones to obtain the best value of the target through the reproduced velocities. This process continues until the final criteria are satisfied. DE algorithm uses real numbers to represent each variable’s value. Its speed, tenacity, and basic structure are the most important assets of this method. Equations of the PSO and DE methods are given in Appendix B.
For each optimization method, the objective function is calculated until the maximum number of iterations is reached and the best solution is found. The pseudocode and parameters of the optimization methods are given in Table 1.

3.4. Structural Optimization Results

In this optimization study, the objective functions are solved using different weighting factors according to a single objective function. Table 2 shows the sum of the absolute values of shaking force and shaking moment according to the change of weighting factors using three different optimization methods.
When the multi-objective function is used singularly, the best result is determined in two ways. First, by displaying the objective function one versus function two on a graph, the closest value to the origin can be chosen. Secondly, the minimum value can be found by taking the square root of the sum of the squares of the objective functions. The graphical representation of the obtained objective function one and objective function two values are given in Figure 6.
The PSO method using w 1 = 0.6 and w 2 = 0.4 as the weighting factors gives the best results. The change in the design variables, which yields these results is shown in Table 3.
While following the circular trajectory, the shaking force, shaking moment, and driving torques in the initial state, and after optimization are shown in Figure 7.
A reduction of 99.99% in the sum of the absolute values of the shaking force, 54.44% in the sum of the absolute values of the shaking moment, 52.56% in the sum of the absolute values of the first driving torque, and 48.54% in the sum of the absolute values of the second driving torque have been determined.

4. Controller Design

As mentioned above, the control of a manipulator is essential to practical applications. Therefore, this section is devoted to the design of the controller based on the PID algorithm. The block diagram of this system is presented in Figure 8.
The equations of motion of the manipulator are obtained using the Lagrange method. The angles of the driving links θ 1 and θ 2 are defined as active joint angles, while the angles θ 3 and θ 4 are called passive joint angles. The passive angles can be expressed as the functions of active angles as follows:
θ 3 = f 3 θ 1 , θ 2 θ 4 = f 4 θ 1 , θ 2
The influence coefficients of the angular velocities and angular accelerations of the passive angles are shown in Equations (32) and (33) as follows:
θ ˙ 3 = f 3 θ 1 θ ˙ 1 + f 3 θ 2 θ ˙ 2 θ ˙ 4 = f 4 θ 1 θ ˙ 1 + f 4 θ 2 θ ˙ 2
θ ¨ 3 = f 3 θ 1 θ ¨ 1 + 2 f 3 θ 1 2 θ ˙ 1 2 + 2 2 f 3 θ 1 θ 2 θ ˙ 1 θ ˙ 2 + f 3 θ 2 θ ¨ 2 + 2 f 3 θ 2 2 θ ˙ 2 2 θ ¨ 4 = f 4 θ 1 θ ¨ 1 + 2 f 4 θ 1 2 θ ˙ 1 2 + 2 2 f 4 θ 1 θ 2 θ ˙ 1 θ ˙ 2 + f 4 θ 2 θ ¨ 2 + 2 f 4 θ 2 2 θ ˙ 2 2
Considering θ 1 and θ 2 as principal generalized coordinates, Lagrange’s equations can be written as follows:
t K θ ˙ i K θ i = T i
where K is kinetic energy and T i are input torques.
The kinetic energy is expressed as follows:
K = i = 1 4 ( 1 2 m i V i x 2 + V i y 2 + 1 2 I i θ ˙ i 2
These equations were obtained as follows. The derivation of these equations is given in Appendix C.
T 1 = k 1 θ ¨ 1 + k 2 θ ¨ 2 + k 3 θ ˙ 1 2 + k 4 θ ˙ 1 θ ˙ 2 + k 5 θ ˙ 2 2
T 2 = l 1 θ ¨ 1 + l 2 θ ¨ 2 + l 3 θ ˙ 1 2 + l 4 θ ˙ 1 θ ˙ 2 + l 5 θ ˙ 2 2

4.1. Mathematical Model of DC Motor

The mathematical model of the DC gear motor is specified in the following equations:
V s i = V R a i + V L a i + E e m f i     for   i = 1 , 2
where V R a ,   V L a , E e m f in Equation (38), V R a = R a I a , V L a = L a d I a d t , E e m f = K b θ m . , and V s is input voltage
T s i = T e i J m θ m i .. T w i T L i     for   i = 1 , 2
where T e , T w , TL in Equation (39), T e = K t I a , T w = B m θ m . , TL is constant mechanical load and T s is system output torque. DC gear motor properties in Table 4.
Substituting Equations (36) and (37) in Equation (39) yields
k 1 θ 1 .. + k 2 θ 2 .. + k 3 θ 1 . 2 + k 4 θ 1 . θ 2 . + k 5 θ 2 . 2 = K t I 1 J m θ 1 .. B θ 1 . T L
l 1 θ 1 .. + l 2 θ 2 .. + l 3 θ 1 . 2 + l 4 θ 1 . θ 2 . + l 5 θ 2 . 2 = K t I 2 J m θ 2 .. B θ 2 . T L
State variables are defined as follows:
x 1 = θ 1 ,     x 2 = θ 2 ,     x 3 = θ 1 ˙ ,     x 4 = θ 2 ,   ˙   x 5 = I 1 ,     x 6 = I 2
Equations (38), (40) and (41) in the state-space form become as follows:
x ˙ 1 = x 3 x ˙ 2 = x 4 x ˙ 3 = K t x 5 B m x 3 k 2 x 4 . k 3 x ( 3 ) 2 k 4 x 3 x 4 k 5 x ( 4 ) 2 k 1 + J m x ˙ 4 = K t x 6 B m x 4 l 1 x 3 . l 3 x ( 3 ) 2 l 4 x 3 x 4 l 5 x ( 4 ) 2 l 2 + J m x ˙ 5 = 1 L a V 1 R a x 5 K b x 3 x ˙ 6 = 1 L a V 2 R a x 6 K b x 4

4.2. Tuning of PID Controller Using Optimization Methods

Since the five-bar manipulator system with two DC motors is nonlinear, numerical optimization methods are used to determine the PID controller gains. The following objective function is used to find their optimal gain:
  f o b j = I A E 1 2 + I A E 2 2
where I A E 1 and I A E 2 are the integral absolute errors. These are given in Equations (45) and (46). Angular position values in inverse kinematics are used as reference position values.
I A E 1 = 0 θ r e f 1 t θ 1 t d t = 0 e 1 t d t
I A E 2 = 0 θ r e f 2 t θ 2 t d t = 0 e 2 t d t
Here, optimization aims to minimize the position errors of the motors in the five-bar manipulator. Optimized PID coefficients give the minimum position error in a trajectory.
Tuning the PID gains is a very important issue, and there are different methods to find them. In our study, they will be obtained by using population-based algorithm methods. The PID gains (Kp1, Kd1, Ki1, Kp2, Kd2, Ki2) are defined as design variables, and their ranges are as follows:
0 K p j 50 0 K d j 50 for   j = 1 , 2 0 K i j 100

4.3. PID-Controller Simulation Results

The center of the circular trajectory chosen is (xc, yc) = (0 m, 0.25 m), and the circle radius is rc = 0.50 m. The center is chosen so that there is no singularity.
The PID gains obtained after the optimization procedures are shown in Table 5.
The angular positions of the motors and the trajectory obtained by applying PID gains are shown in Figure 9.

5. Conclusions

This study focuses on finding the design parameters that minimize the shaking force and moment and provide the most accurate trajectory tracking with PID position control. To achieve this, the largest trajectory to follow was identified. In the meantime, the desired maximum working speed and acceleration values were determined.
First, the objective function of structural optimization consists of two objective functions. A single objective function is created by applying the weighting factor. Optimization is performed using GA, PSO, and DE. Here, different results are obtained such that the sum of the weighting factor values is one. When all the results are compared, the optimum design is found using the PSO method and giving w 1 = 0.6 and w 2 = 0.4. The shaking force is balanced, and the shaking moment is minimized.
Secondly, there are two objective functions when finding the PID Controller gains by optimization. Here, the square root of the sum of the squares of IAE1 and IAE2 is converted to a single objective function. Consistent results are obtained without applying the weighting factor. The most accurate trajectory tracking is found with GA optimization.
The application of these three different optimization methods shows that different optimization methods give better results in various optimization problems.

Author Contributions

Conceptualization, D.K.S., A.Y. and O.K.; methodology, D.K.S., O.K.; software, D.K.S.; validation, D.K.S., A.Y. and O.K.; formal analysis, D.K.S. and A.Y.; investigation, D.K.S. and O.K.; resources, D.K.S.; data curation, O.K.; writing—original draft preparation, D.K.S.; writing—review and editing, D.K.S., A.Y., and O.K.; visualization, D.K.S.; supervision, O.K. All authors have read and agreed to the published version of the manuscript.

Funding

This research received no external funding.

Conflicts of Interest

The authors declare no conflict of interest.

Appendix A

The five-bar planar manipulator dynamic equations in matrix form are shown in Equation (A1)
1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 r G 1 sin φ 1 r G 1 cos φ 1 1 1 ( r 1 sin θ 1 r G 1 sin φ 1 ) r 1 cos θ 1 r G 1 cos φ 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 r G 3 sin φ 3 r G 3 cos φ 3 ( r 3 sin θ 3 r G 3 sin φ 3 ) r 3 cos θ 3 r G 3 cos φ 3 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 r 4 sin θ 4 r G 4 sin φ 4 ( r 4 cos θ 4 r G 4 cos φ 4 ) r G 4 sin φ 4 r G 4 cos φ 4 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 r 2 sin θ 2 r G 2 sin φ 2 ( r 2 cos θ 2 r G 2 cos φ 2 ) r G 2 sin φ 2 r G 2 cos φ 2 1 x F 01 x F 01 y T 1 F 31 x F 31 y F 34 x F 34 y F 24 x F 24 y F 02 x F 02 y T 2 = m 1 a G 1 x m 1 a G 1 y I G 1 α 1 m 3 a G 3 x m 3 a G 3 y I G 3 α 3 m 4 a G 4 x m 4 a G 4 y I G 4 α 4 m 2 a G 2 x m 2 a G 2 y I G 2 α 2
where φ i = θ i + φ i .

Appendix B

Equations of PSO method;
V i k + 1 = w V i k + c 1 r 1 ( P P B ) i k P i k + c 2 r 2 ( P G B ) i k P i k P i k + 1 = P i k + V i k + 1
where i = 1,2,… N, and N refers to the swarm size, k = 1,2,…K, and K refers to the maximum number of iterations, V is the particle velocity, P is the position of the particle, PPB is the best position of particles and PGB is the global best of the swarm. r1 and r2 are random numbers between (0,1), c1 and c2 are the cognitive and global acceleration factors.
Equations of DE algorithm;
Initialization population vector:
x j , i , G = 0 = r a n d j 0 , 1 b j , U b j , L + b j , L
where bL and bU are initialization vectors, L and U are the lower and upper bounds.
Mutant vector:
v i , G + 1 = x r 0 , G + F x r 1 , G x r 2 , G
where F is the mutation factor 0 , 2 ,   r0 is the base vector index, r1 and r2 are the difference vector indices. r0, r1 and r2 are randomly selected per mutant.
Crossover:
u j , i , G + 1 = v j , i , G + 1 if   rand j , i C R       or   j = j r a n d x j , i , G if   rand j , i > C R
where CR is crossover constant 0 , 1 , i is the size of population, j is variable size, xi,G is target vector and ui,G is the trial vector.
Selection:
X i , G + 1 = u i , G                       if   f ( u i , G ) f x i , G   x i , G                 otherwise                                  

Appendix C

Representation of the Lagrangian equations in terms of active angles, active velocity, and active accelerations;
Velocity coefficients:
f 31 = f 3 θ 1 = r 1 sin θ 1 θ 4 r 3 sin θ 3 θ 4 ,   f 32 = f 3 θ 2 = r 2 sin θ 2 θ 4 r 3 sin θ 3 θ 4 ,   f 41 = f 4 θ 1 = r 1 sin θ 1 θ 3 r 3 sin θ 3 θ 4 ,   f 42 = f 4 θ 2 = r 2 sin θ 2 θ 3 r 3 sin θ 3 θ 4
Total kinetic energy:
K t o t a l = 1 2 m 1 x 1 ˙ 2 + y 1 ˙ 2 + 1 2 I 1 θ 1 . 2 + 1 2 m 3 x 3 ˙ 2 + y 3 ˙ 2 + 1 2 I 3 θ 3 . 2 + 1 2 m 2 x 2 ˙ 2 + y 2 ˙ 2 + 1 2 I 2 θ 2 . 2 + 1 2 m 4 x 4 ˙ 2 + y 4 ˙ 2   + 1 2 I 4 θ 4 . 2
If the total kinetic energy is written in terms of active speeds:
K t o t a l = 1 2 m 1 r G 1 2 + I 1 + m 3 r 1 2 + m 3 r 1 r G 3 f 3 θ 1 cos θ 1 θ 3 φ 3 + 1 2 m 3 r G 3 2 + I 3 f 3 θ 1 2 + 1 2 m 4 r G 4 2 + I 4 f 4 θ 1 2 θ 1 ˙ 2 + 1 2 m 2 r G 2 2 + I 2 + m 4 r 2 2 + m 4 r 2 r G 4 f 4 θ 2 cos θ 2 θ 4 φ 4 + 1 2 m 3 r G 3 2 + I 3 f 3 θ 2 2 + 1 2 m 4 r G 4 2 + I 4 f 4 θ 2 2 θ 2 ˙ 2 + m 3 r 1 r G 3 f 3 θ 2 cos θ 1 θ 3 φ 3 + m 4 r 2 r G 4 f 4 θ 1 cos θ 2 θ 4 φ 4 + m 3 r G 3 2 + I 3 2 f 3 θ 1 θ 2 + m 4 r G 4 2 + I 4 2 f 3 θ 1 θ 2 θ 1 ˙ θ 2 ˙
Lagrangian equations:
t K θ 1 . K θ 1 = T 1   and     t K θ 2 . K θ 2 = T 2
The coefficients ki and li representation in Equations (32) and (33) are below. (i = 1…5)
Abbreviations applied here;
cos θ 1 θ 3 = c q 13 ,   c o s θ 1 θ 4 = c q 14 ,   c o s θ 2 θ 3 = c q 23 ,     cos θ 2 θ 4 = c q 24 ,   cos θ 3 θ 4 = c q 34 , sin θ 1 θ 3 = s q 13 ,     s i n θ 1 θ 4 = s q 14 ,       s i n θ 2 θ 3 = s q 23 ,   sin θ 2 θ 4 = s q 24 ,       s i n θ 3 θ 4 = s q 34 m 1 r G 1 2 + I 1 + m 3 r 1 2 = a 1 ,     m 3 r 1 r G 3 = a 2 ,   m 3 r G 3 2 + I 3 = a 3 ,     m 4 r G 4 2 + I 4 = a 4 , m 2 r G 2 2 + I 2 + m 4 r 2 2 = a 5 ,     m 4 r 2 r G 4 = a 6
k 1 = 1 r 3 s q 34 2 r 4 ( r 4 a 2 2 c q 34 2 f 31 r 3 2 f 31 r 3 cos θ 1 + θ 3 + φ 3 r 3 r 4 a 3 f 31 2 + a 4 f 41 2 + a 1 c q 34 2 + r 3 r 4 a 3 f 31 2 + a 4 f 41 2 + a 1 )
k 2 = 1 r 3 s q 34 2 r 4 ( r 4 a 2 c q 34 2 f 32 r 3 f 32 r 3 cos θ 1 + θ 3 + φ 3   ( c q 34 2 f 41 r 4 f 41 r 4 ) r 3 a 6 cos θ 2 + θ 4 + φ 4 r 3 r 4 a 3 f 31 f 32 + a 4 f 41 f 42 c q 34 2   + r 3 r 4 a 3 f 31 f 32 + a 4 f 41 f 42 )
k 3 = 1 r 3 s q 34 2 r 4 ( r 4 a 2 f 31 f 41 r 1 s q 14 c q 34 + f 41 1 r 1 c q 14 s q 34 cos θ 1 + θ 3 + φ 3   + f 31 2 f 31 r 4 c q 34 2 1 a 2 r 3 sin θ 1 + θ 3 + φ 3   f 31 f 41 r 1 a 3 f 31 r 4 s q 14 + a 4 f 41 r 3 s q 13 c q 34   r 1 a 4 1 + f 31 r 3 f 41 c q 13 + c q 14 f 41 1 f 31 a 3 r 4 s q 34 )
k 4 = 1 r 3 s q 34 2 r 4 ( r 4 a 2 ( ( f 32 f 42 ) r 1 s q 14 c q 34 + f 42 r 1 c q 14 s q 34 ) cos ( θ 1 + θ 3 + φ 3 )   ( ( f 31 f 41 ) r 1 s q 13 c q 34 + c q 13 r 1 ( 1 + f 31 ) s q 34 ) r 3 a 6 cos ( θ 2 + θ 4 + φ 4 )   + 2 f 31 f 32 r 4 ( c q 34 2 1 ) a 2 r 3 sin ( θ 1 + θ 3 + φ 3 )   ( ( f 32 f 42 ) r 1 ( a 3 f 31 r 4 s q 14 + a 4 f 41 r 3 s q 13 )   + ( f 31 f 41 ) r 1 ( a 3 f 32 r 4 s q 14 + a 4 f 42 r 3 s q 13 ) ) c q 34   r 1 ( ( a 4 f 32 r 3 f 41 + a 4 ( 1 + f 31 ) r 3 f 42 ) c q 13   + ( c q 14 f 42 f 31 + c q 14 ( f 41 1 ) f 32 ) a 3 r 4 ) s q 34 )
k 5 = 1 r 3 s q 34 2 r 4 ( f 32 f 42 r 1 s q 13 c q 34 + c q 13 r 1 f 32 s q 34 r 3 a 6 cos θ 2 + θ 4 + φ 4 + f 32 2 r 4 ( c q 34 2 1 ) a 2 r 3 sin θ 1 + θ 3 + φ 3 r 3 r 4 f 41 a 6 c q 34 2 1 s i n θ 2 + θ 4 + φ 4 f 32 f 42 r 1 ( a 3 f 32 r 4 s q 14 + a 4 f 42 r 3 s q 13 ) c q 34 r 1 a 3 c q 14 f 32 f 42 r 4 + a 4 c q 13 f 32 f 42 r 3 s q 34 )
l 1 = 1 r 3 s q 34 2 r 4 ( r 4 a 2 c q 34 2 f 32 r 3 f 32 r 3 cos θ 1 + θ 3 + φ 3   ( c q 34 2 f 41 r 4 f 41 r 4 ) r 3 a 6 cos θ 2 + θ 4 + φ 4   r 3 r 4 a 3 f 31 f 32 + a 4 f 41 f 42 c q 34 2 + r 3 r 4 ( a 3 f 31 f 32   + a 4 f 41 f 42   ) )
l 2 = 1 r 3 s q 34 2 r 4 ( r 3 a 6 2 c q 34 2 f 42 r 4 2 f 42 r 4 cos θ 2 + θ 4 + φ 4   r 3 r 4 a 3 f 32 2 + a 4 f 42 2 + a 5 c q 34 2   + r 3 r 4 a 3 f 32 2 + a 4 f 42 2 + a 5 )
l 3 = 1 r 3 s q 34 2 r 4 ( r 4 a 2 f 32 f 42 r 1 s q 14 c q 34 + f 42 r 1 c q 14 s q 34 cos θ 1 + θ 3 + φ 3   + f 41 2 r 3 r 4 c q 34 2 1 a 6 sin θ 2 + θ 4 + φ 4 a 2 r 3 r 4 f 32 c q 34 2 1 s i n θ 1 + θ 3 + φ 3   f 32 f 42 a 3 f 31 r 1 r 4 s q 14 + a 4 f 41 r 1 r 3 s q 13 c q 34   r 1 a 3 c q 14 f 31 f 42 r 4 + a 4 c q 13 f 32 f 41 r 3 s q 34 )
l 4 = 1 r 3 s q 34 2 r 4 r 4 a 2 ( r 3 f 32 2 c q 34 2 f 32 f 42 r 2 s q 24 c q 34 r 2 1 + f 42 c q 24 s q 34   + r 3 f 32 2 ) cos ( θ 1 + θ 3 + φ 3 )   f 32 f 42 r 1 s q 13 c q 34 + c q 13 r 1 f 32 s q 34 r 3 a 6 cos θ 2 + θ 4 + φ 4   + 2 f 41 f 42 r 4 c q 34 2 1 a 6 r 3 sin θ 2 + θ 4 + φ 4   + f 32 2 r 4 c q 34 2 1 a 2 r 3 sin θ 1 + θ 3 + φ 3 f 32 f 42 ( r 1 r 3 a 4 f 42 s q 13   + r 1 r 4 a 3 f 32 s q 14 ( a 3 f 31 r 4 s q 24 + a 4 f 41 r 3 s q 23 r 2 ) c q 34   + ( r 2 r 3 a 4 f 32 1 f 41 c q 23 + r 2 r 4 a 3 1 + f 42 f 31 c q 24   r 1 a 3 c q 14 f 32 f 42 r 4 + a 4 c q 13 f 32 f 42 r 3 ) s q 34 )
l 5 = 1 r 3 s q 34 2 r 4 ( r 3 f 32 f 42 r 2 s q 23 c q 34 r 2 f 32 1 c q 23 s q 34 a 6 cos θ 2 + θ 4 + φ 4 + ( f 42 2   f 42 ) r 3 r 4 c q 34 2 1 a 26 sin θ 2 + θ 4 + φ 4   + f 32 f 42 r 2 a 3 f 32 r 4 s q 24 + a 4 f 42 r 3 s q 23 c q 34 + ( r 2 r 3 a 4 f 32 1 f 42 c q 23   + r 2 r 4 a 3 1 + f 42 f 32 c q 24 ) s q 34 )

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Figure 1. The layout of the simulation of the optimization algorithm.
Figure 1. The layout of the simulation of the optimization algorithm.
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Figure 2. The five-bar manipulator.
Figure 2. The five-bar manipulator.
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Figure 3. Free body diagrams of the five-bar planar manipulator.
Figure 3. Free body diagrams of the five-bar planar manipulator.
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Figure 4. Applied trajectory.
Figure 4. Applied trajectory.
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Figure 5. (a) The trapezoidal motion profile, (b) position, velocity, and acceleration of the endpoint P.
Figure 5. (a) The trapezoidal motion profile, (b) position, velocity, and acceleration of the endpoint P.
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Figure 6. Relationship between number values of two objective functions.
Figure 6. Relationship between number values of two objective functions.
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Figure 7. Results of optimization: shaking force (a), shaking moment (b), driving torque 1 (c), and driving torque 2 (d).
Figure 7. Results of optimization: shaking force (a), shaking moment (b), driving torque 1 (c), and driving torque 2 (d).
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Figure 8. Block diagram of PID controlled system.
Figure 8. Block diagram of PID controlled system.
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Figure 9. Control results, first motor angle (a) and second motor angle (b), applied trajectory (c).
Figure 9. Control results, first motor angle (a) and second motor angle (b), applied trajectory (c).
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Table 1. Optimization pseudo-codes and the optimization parameters.
Table 1. Optimization pseudo-codes and the optimization parameters.
Pseudo-codes
GAPSODE
START
Generate the initial population
Compute fitness
REPEAT
Selection
Crossover
Mutation
Compute fitness
UNTIL population has converged
STOP
START
Initialize Parameters
Initialize Population
For each particle
Update velocity and position
Evaluate
Update local best
Update global best
UNTIL the stopping criterion is met
STOP
START
Generate the initial population
Evaluation
REPEAT
Mutation
Recombination
Evaluation
Selection
UNTIL the stopping criterion is met
STOP
The optimization parameters
Population Size100
Population Size100 Crossover Operator0.4
Crossover Operator0.5Swarm Size100Low Bound of Scaling Factor0.2
Mutation Operator0.03Function Tolerance1 × 10−5Upper Bound of Scaling Factor0.8
Number of Iteration200Number of Iteration200Number of Iteration200
Table 2. The total objective function for different weighting factors for three methods.
Table 2. The total objective function for different weighting factors for three methods.
Weight ing FactorUn-optimizedGAPSODE
F
Obj.
Fun.
F(1)F(2)F
Obj.
Fun.
F(1)F(2)F
Obj.
Fun.
F(1)F(2)F
Obj.
Fun.
w 1 = 1 and w 2 = 04215.333.4634.133.47.1622.17.126.1582.626.1
w 1 = 0.9 and w 2 = 0.13895.861.1623.5117.20.43497.450.114.8462.359.5
w 1 = 0.8 and w 2 = 0.23576.351.0482.9137.40.05479.395.965.9381.4129.0
w 1 = 0.7 and w 2 = 0.33256.925.8436.1148.90.10432.5129.875.6361.6161.4
w 1 = 0.6 and w 2 = 0.42937.410.0359.1149.60.01352.3140.988.9347.7192.4
w 1 = 0.5 and w 2 = 0.52617.921.4358.7190.136.1351.8193.9138.8325.9232.4
w 1 = 0.4 and w 2 = 0.62298.4201.81297.8259.4100.7339.0243.7195.3297.4256.6
w 1 = 0.3 and w 2 = 0.71978.9254.45259.9258.3245.0278.2268.2278.9224.7214.0
w 1 = 0.2 and w 2 = 0.81659.5416.60218.1257.8421.5211.9253.9423.8210.8253.4
w 1 = 0.1 and w 2 = 0.91340.0800.40212.4271.2717.1208.4259.2709.5210.3260.2
w 1 = 0 and w 2 = 11020.53564.5197.1244.72275.5163.8163.82379.8157.5157.5
Table 3. The change in design variables.
Table 3. The change in design variables.
Link imi (kg) ri (m) Igi (kgm2) rgi (m) φi (rad)
InitialOptimumInitialOptimumInitialOptimumInitialOptimumInitialOptimum
11.87112.14380.1800.1890.00930.00750.07720.021603.1387
21.87111.58870.1800.1960.00930.00750.07720.034603.1440
30.32690.26150.1500.1650.00080.00060.0750.011000.0408
40.32760.26210.1500.1640.00080.00060.08010.010903.1826
5--0.1100.111------
Table 4. Motor properties.
Table 4. Motor properties.
Motor PropertiesGPX37-DCX32L
R a -Armature resistance (ohm)
L a -Armature inductance (H)
K t - Torque constant (Nm/A)
K b -Back emf constant (Vs./rad)
J m -Rotor Inertia (kgm2)
B m -Viscous friction coefficient (Nms/rad)
n-Reducer ratio
0.331
0.103 × 10−3
27.3 × 10−3
2.85 × 10−3
72.8 × 10−7
1 × 10−5
26
Table 5. PID gains.
Table 5. PID gains.
GAPSODE
Motor-1Motor-2Motor-1Motor-2Motor-1Motor-2
Kp36,28249,92936,34740,90441,77147,353
Kd49,98950,00022,59138,20546,53437,040
Ki72,88499,99680,320100,00100,0062,028
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Kavala Sen, D.; Yildiz, A.; Kopmaz, O. Optimal Design of a Five-Bar Planar Manipulator and Its Controller by Using Different Algorithms for Minimum Shaking Forces and Moments for the Largest Trajectory in a Usable Workspace. Machines 2022, 10, 971. https://doi.org/10.3390/machines10110971

AMA Style

Kavala Sen D, Yildiz A, Kopmaz O. Optimal Design of a Five-Bar Planar Manipulator and Its Controller by Using Different Algorithms for Minimum Shaking Forces and Moments for the Largest Trajectory in a Usable Workspace. Machines. 2022; 10(11):971. https://doi.org/10.3390/machines10110971

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Kavala Sen, Deniz, Ahmet Yildiz, and Osman Kopmaz. 2022. "Optimal Design of a Five-Bar Planar Manipulator and Its Controller by Using Different Algorithms for Minimum Shaking Forces and Moments for the Largest Trajectory in a Usable Workspace" Machines 10, no. 11: 971. https://doi.org/10.3390/machines10110971

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