Rotary Pendulum Workbook (Student) PDF
Rotary Pendulum Workbook (Student) PDF
Rotary Pendulum Workbook (Student) PDF
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ACKNOWLEDGEMENTS
Quanser, Inc. would like to thank the following contributors:
Dr. Hakan Gurocak, Washington State University Vancouver, USA, for his help to include embedded outcomes assessment,
Dr. K. J. Åström, Lund University, Lund, Sweden for his contributions to energy-based control, and
Andy Chang, National Instruments, Austin, Texas, for his help in designing this lab.
2 Modeling 5
2.1 Background 5
2.2 Pre-Lab Questions 8
2.3 In-Lab Exercises 9
2.4 Results 12
3 Balance Control 13
3.1 Specifications 13
3.2 Background 13
3.3 Pre-Lab Questions 17
3.4 In-Lab Exercises 18
3.5 Results 22
4 Swing-Up Control 23
4.1 Background 23
4.2 Pre-lab Questions 25
4.3 In-lab Exercises 26
4.4 Results 29
5 System Requirements 30
5.1 Overview of Files 31
5.2 Hardware Setup 31
5.3 Setup for Modeling Lab 31
5.4 Setup for Inverted Pendulum Control Simulation 32
5.5 Setup for Inverted Pendulum Control Implementation 33
5.6 Setup for Swing-Up Control Implementation 33
6 Lab Report 34
6.1 Template for Content (Modeling) 34
6.2 Template for Content (Balance Control Experiment) 35
6.3 Template for Content (Swing-Up Control Experiment) 36
6.4 Tips for Report Format 37
Topics Covered
• Designing a state-feedback control system that balances the pendulum in its upright vertical position using
Pole Placement.
• Simulating the closed-loop system to ensure the specifications are met.
Prerequisites
The rotary inverted pendulum model is shown in Figure 2.1. The rotary arm pivot is attached to the SRV02 system
and is actuated. The arm has a length of Lr , a moment of inertia of Jr , and its angle, θ, increases positively when it
rotates counter-clockwise (CCW). The servo (and thus the arm) should turn in the CCW direction when the control
voltage is positive, i.e., Vm > 0.
L
The pendulum link is connected to the end of the rotary arm. It has a total length of Lp and it center of mass is 2p .
The moment of inertia about its center of mass is Jp . The inverted pendulum angle, α, is zero when it is perfectly
upright in the vertical position and increases positively when rotated CCW.
Instead of using classical mechanics, the Lagrange method is used to find the equations of motion of the system.
This systematic method is often used for more complicated systems such as robot manipulators with multiple joints.
More specifically, the equations that describe the motions of the rotary arm and the pendulum with respect to the
servo motor voltage, i.e. the dynamics, will be obtained using the Euler-Lagrange equation:
∂2L ∂L
− = Qi
∂t∂ q˙i ∂qi
where, as shown in Figure 2.1, θ(t) is the rotary arm angle and α(t) is the inverted pendulum angle. The corre-
sponding velocities are [ ]
⊤ ∂θ(t) ∂α(t)
q̇(t) =
∂t ∂t
dθ
Note: The dot convention for the time derivative will be used throughout this document, i.e., θ̇ = dt . The time
variable t will also be dropped from θ and α, i.e., θ = θ(t) and α = α(t).
With the generalized coordinates defined, the Euler-Lagrange equations for the rotary pendulum system are
∂2L ∂L
− = Q1
∂t∂ θ̇ ∂θ
∂2L ∂L
− = Q2
∂t∂ α̇ ∂α
The generalized forces Qi are used to describe the non-conservative forces (e.g., friction) applied to a system with
respect to the generalized coordinates. In this case, the generalized force acting on the rotary arm is
Q1 = τ − Br θ̇
See [4] for a description of the corresponding SRV02 parameters (e.g. such as the back-emf constant, km ). Our
control variable is the input servo motor voltage, Vm . Opposing the applied torque is the viscous friction torque, or
viscous damping, corresponding to the term Br . Since the pendulum is not actuated, the only force acting on the
link is the damping. The viscous damping coefficient of the pendulum is denoted by Bp .
The Euler-Lagrange equations is a systematic method of finding the equations of motion, i.e., EOMs, of a system.
Once the kinetic and potential energy are obtained and the Lagrangian is found, then the task is to compute various
derivatives to get the EOMs. After going through this process, the nonlinear equations of motion for the SRV02
rotary inverted pendulum are:
( ) ( )
1 1 1
mp Lr + mp Lp − mp Lp cos(α) + Jr θ̈ −
2 2 2 2
mp Lp Lr cos(α) α̈
4 4 2
( ) ( )
1 1
+ 2
mp Lp sin(α) cos(α) θ̇α̇ + mp Lp Lr sin(α) α̇2 = τ − Br θ̇ (2.2)
2 2
( )
1 1 1
− mp Lp Lr cos(α)θ̈ + Jp + mp L2p α̈ − mp L2p cos(α) sin(α)θ̇2
2 4 4
1
− mp Lp g sin(α) = −Bp α̇. (2.3)
2
The torque applied at the base of the rotary arm (i.e., at the load gear) is generated by the servo motor as described
by the equation
ηg Kg ηm kt (Vm − Kg km θ̇)
τ= . (2.4)
Rm
Both the equations match the typical form of an EOM for a single body:
J ẍ + bẋ + g(x) = τ1
where x is an angular position, J is the moment of inertia, b is the damping, g(x) is the gravitational function, and τ1
is the applied torque (scalar value).
For a generalized coordinate vector q, this can be generalized into the matrix form
where D is the inertial matrix, C is the damping matrix, g(q) is the gravitational vector, and τ is the applied torque
vector.
The nonlinear equations of motion given in 2.2 and 2.3 can be placed into this matrix format.
2.1.3 Linearizing
Here is an example of how to linearize a two-variable nonlinear function called f (z). Variable z is defined
z ⊤ = [z1 z2 ]
z0 ⊤ = [a b]
In the output equation, only the position of the servo and link angles are being measured. Based on this, the C and
D matrices in the output equation are [ ]
1 0 0 0
C= (2.10)
0 1 0 0
and [ ]
0
D= . (2.11)
0
The velocities of the servo and pendulum angles can be computed in the digital controller, e.g., by taking the deriva-
tive and filtering the result though a high-pass filter.
2. Linearize the second nonlinear inverted rotary pendulum equation, Equation 2.3, with initial conditions θ0 = 0,
α0 = 0, θ̇0 = 0, α̇0 = 0.
3. Fit the two linear equations of motion found in the above exercises into the matrix form shown in Equation 2.5.
Make sure the equation is in terms of θ and α (and its derivatives).
4. Solve for the acceleration terms in the equations of motion. You can either solve this using the two linear
equations or using the matrix form. If you're doing it in the matrix form, recall that the inverse of a 2x2 matrix is
[ ]−1 [ ]
a b 1 d −b
A−1 = = , (2.12)
c d det(A) −c a
5. Find the linear state-space of the rotary inverted pendulum system. Make sure you give the A and B matrices
(C and D have already been given in Section 2.1).
1. Run the setup_rotpen_student.m script. The SRV02 and pendulum model parameters are automaticaly loaded
using the config_srv02.m and config_sp.m functions. It then calls the ROPTEN_ABCD_eqns_student.m script
to load the model in the Matlab workspace.
2. Open the ROTPEN_ABCD_eqns_student.m script. The script should contain the following code:
system = ss(A,B,C,D);
The representative C and D matrices have already been included. You need to enter the state-space matrices
A and B that you found in Section 2.2. The actuator dynamics have been added to convert your state-space
matrices to be in terms of voltage. Recall that the input of the state-space model you found in Section 2.2 is
the torque acting at the servo load gear (i.e., the pivot of the pendulum). However, we do not control torque
directly - we control the servo input voltage. The above code uses the voltage-torque relationship given in
Equation 2.4 in Section 2.1.2 to tranform torque to voltage.
3. Run the ROTPEN_ABCD_eqns_student.m script to load the state-space matrices in the Matlab workspace.
Show the numerical matrices that are displayed in the Matlab prompt.
4. Find the open-loop poles of the system.
Before ending this lab... To do the pre-lab questions in Section 3.3, you need the A and B matrices (numerical
representation) and the open-loop poles. Make sure you record these.
Experimental Setup
The q_rotpen_model_student Simulink diagram shown in Figure 2.2 is used to confirm that the actual system hard-
ware matches the modeling conventions. It is also a good check that the system is connected properly. The QUARC
blocks are used to interface with encoders of the system. For more information about QUARC, see Reference [3].
This model outputs the rotary arm and pendulum link angles and can apply a voltage to the DC motor.
IMPORTANT: Before you can conduct this experiment, you need to make sure that the lab files are configured
according to your system setup. If they have not been configured already, then you need to go to Section 5.3 to
configure the lab files first.
7. The Source block called u (V) in q_rotpen_mdl_student Simulink diagram is the control input. When you set
u (V) to 1 V, the rotary arm must move according to the model conventions that were defined in Section 2.1.1.
As shown in Figure 2.3, the Direction Convention Gain block is currently set to 0. Change this value such that
the model conventions are adhered to. Plot the rotary arm response and the motor voltage in a Matlab figure
when 1 V is applied.
Note: When the controller stops, the last 10 seconds of data is automatically saved in the Matlab workspace
to the variables data_theta and data_Vm. The time is stored in data_alpha(:,1) vector, the pendulum angle is
stored the data_alpha(:,2) vector, and the control input is in the data_Vm(:,2) structure.
State-Space Matrix A
State-Space Matrix B
State-Space Matrix C
State-Space Matrix D
Open-loop poles OL
Table 1: Results
The necessary closed-loop poles are found from specifications 1 and 2. The pendulum deflection and control effort
requirements (i.e., specifications 3 and 4) are to be satisfied when the rotary arm is tracking a ±20 degree angle
square wave.
3.2 Background
In Section 2, we found a linear state-state space model that represents the inverted rotary pendulum system. This
model is used to investigate the inverted pendulum stability properties in Section 3.2.1. In Section 3.2.2, the notion
of controllabitliy is introduced. The procedure to transform matrices to their companion form is described in Section
3.2.3. Once in their companion form, it is easier to design a gain according to the pole-placement principles, which is
discussed in Section 3.2.4. Lastly, Section 3.2.6 describes the state-feedback control used to balance the pendulum.
3.2.1 Stability
The poles are the roots of the system's characteristic equation. From the state-space, the characteristic equation of
the system can be found using
det (sI − A) = 0
where det() is the determinant function, s is the Laplace operator, and I the identity matrix. These are the eigenvalues
of the state-space matrix A.
3.2.2 Controllability
If the control input u of a system can take each state variable, xi where i = 1 . . . n, from an initial state to a final state
then the system is controllable, otherwise it is uncontrollable ([8]).
Rank Test The system is controllable if the rank of its controllability matrix
[ ]
T = B AB A2 B . . . An B (3.1)
equals the number of states in the system,
rank(T ) = n.
If (A, B) are controllable and B is n × 1, then A is similar to a companion matrix ([1]). Let the characteristic equation
of A be
sn + an sn−1 + . . . + a1 .
and
0
..
B̃ = . (3.3)
0
1
Define
W = T T̃ −1
where T is the controllability matrix defined in Equation 3.1 and
T̃ = [B̃ B̃ Ã . . . B̃ Ãn ].
Then
W −1 AW = Ã
and
W −1 B = B̃.
If (A,B) are controllable, then pole placement can be used to design the controller. Given the control law u = −Kx,
the state-space in Equation 2.6 becomes
ẋ = Ax + B(−Kx)
= (A − BK)x
and
0
B = 0 (3.5)
1
Note that A and B are already in the companion form. We want the closed-loop poles to be at [−1 − 2 − 3]. The
desired characteristic equation is therefore
Equating the coefficients between Equation 3.7 and the desired polynomial in Equation 3.6
k1 − 3 = 6
k2 + 1 = 11
k3 + 5 = 6
Solving for the gains, we find that a gain of K = [9 10 1] is required to move the poles to their desired location.
We can generalize the procedure to design a gain K for a controllable (A,B) system as follows:
Step 3 Find K = K̃W −1 to get the feedback gain for the original system (A,B).
Remark: It is important to do the K̃ → K conversion. Remember that (A,B) represents the actual system while the
companion matrices à and B̃ do not.
The rotary inverted pendulum system has four poles. As depicted in Figure 3.1, poles p1 and p2 are the complex
conjugate dominant poles and are chosen to satisfy the natural frequency, ωn , and damping ratio, ζ, specifications
given in Section 3.1. Let the conjugate poles be
p1 = −σ + jωd (3.9)
and
p2 = −σ − jωd (3.10)
√
where σ = ζωn and ωd = ωn 1 − ζ is the damped natural frequency. The remaining closed-loop poles, p3 and p4 ,
2
are placed along the real-axis to the left of the dominant poles, as shown in Figure 3.1.
The feedback control loop that balances the rotary pendulum is illustrated in Figure 3.2. The reference state is
defined
xd = [θd 0 0 0]
Note that if xd = 0 then u = −Kx, which is the control used in the pole-placement algorithm.
When running this on the actual system, the pendulum begins in the hanging, downward position. We only want the
balance control to be enabled when the pendulum is brought up around its upright vertical position. The controller
is therefore {
K(xd − x) |x2 | < ϵ
u= (3.12)
0 otherwise
where ϵ is the angle about which the controller should engage. For example if ϵ = 10 degrees, then the control will
begin when the pendulum is within ±10 degrees of its upright position, i.e., when |x2 | < 10 degrees.
1. Run the setup_rotpen_student.m script to load the rotary pendulum the model you found in pervious modeling
lab.
2. Using Matlab commands, determine if the system is controllable. Explain why.
3. Open the d_pole_placement_student.m script. As shown below, the companion matrices à and B̃ for the
model are automatically found (denoted as Ac and Bc in Matlab).
In order to find the gain K, we need to find the transformation matrix W = T T̃ −1 (note: T̃ is denoted as Tc in
Matlab). Modify the d_pole_placement_student.m script to calculate the controllability matrix T , the companion
controllabilty matrix T c, the inverse of T c, and W . Show your completed script and the resulting T , T c, T c−1 ,
and W matrices.
4. Enter the companion gain, K̃, you found in the pre-lab as Kc in d_pole_placement_student.m and modify it to
find gain K using the transformation detailed in Section 3. Run the script again to calculate the feedback gain
K and record its value in Table 2.
5. Evaluate the closed-loop poles of the system, i.e., the eigenvalues of A − BK. Record the closed-loop poles
of the system when using the gain K calculated above. Have the poles been placed to their desired locations?
If not, then go back and re-investigate your control design until you find a gain that positions the poles to the
required location.
6. In the previous exercises, gain K was found manually through matrix operations. All that work can instead be
done using a pre-defined Compensator Design Matlab command. Find gain K using a Matlab pole-placement
command and verify that the gain is the same as generated before.
Experiment Setup
The s_rotpen_bal Simulink diagram shown in Figure 3.3 is used to simulate the closed-loop response of the Rotary
Pendulum using the state-feedback control described in Section 3 with the control gain K found in Section 3.4.1.
The Signal Generator block generates a 0.1 Hz square wave (with amplitude of 1). The Amplitude (deg) gain block is
used to change the desired rotary arm position. The state-feedback gain K is set in the Control Gain gain block and
is read from the Matlab workspace. The Simulink State-Space block reads the A, B, C, and D state-space matrices
that are loaded in the Matlab workspace. The Find State X block contains high-pass filters to find the velocity of the
rotary arm and pendulum.
IMPORTANT: Before you can conduct this experiment, you need to make sure that the lab files are configured
according to your system setup. If they have not been configured already, go to Section 5.4 to configure the lab files
first. Make sure the model you found in Section 2.3 is entered in ROTPEN_ABCD_eqns_student.m.
1. Run setup_rotpen.m. Ensure the gain K you found in Section 3.4.1 is loaded.
2. Run the s_rotpen_bal.mdl. The response in the scopes shown in Figure 3.4 were generated using an arbitrary
feedback control gain. Plot the simulated response of rotary arm, pendulum, and motor input voltage obtained
using your obtained gain K in a Matlab figure and attach it to your report.
Note: When the simulation stops, the last 10 seconds of data is automatically saved in the Matlab workspace
to the variables data_theta, data_alpha, and data_Vm. The time is stored in the data_theta(:,1) vector, the
desired and measured rotary arm angles are saved in the data_theta(;,2) and data_theta(;,3) arrays, the pen-
dulum angle is stored the data_alpha(:,2) vector, and the control input is in the data_Vm(:,2) structure.
3. Measure the pendulum deflection and voltage used. Are the specifications given in Section 3.1 satisfied?
4. Close the Simulink diagram when you are done.
In this section, ths state-feedback control that was designed and simulated in the previous sections is run on the
actual SRV02 Rotary Pendulum device.
Experiment Setup
The q_rotpen_bal_student Simulink diagram shown in Figure 3.5 is used to run the state-feedback control on the
Quanser Rotary Pendulum system. The SRV02-ET+ROTPEN-E subsystem contains QUARC blocks that interface
with the DC motor and sensors of the system. The feedback developed in Section 3.4.1 is implemented using a
Simulink Gain block.
IMPORTANT: Before you can conduct this experiment, you need to make sure that the lab files are configured
according to your system setup. If they have not been configured already, then go to Section 5.5 to configure the
lab files first.
10. Measure the pendulum deflection and voltage used. Are the specifications given in Section 3.1 satisfied for
the implementation?
Transformation Matrix W
Control Gain K
Closed-loop poles CLP
Simulation: Closed-Loop System
Maximum deflection |α|max deg
Maximum voltage |Vm |max V
Implementation
Control Gain K
Maximum deflection |α|max deg
Maximum voltage |Vm |max V
Table 2: Results
The pivot accleration, u, is the linear acceleration of the pendulum link base. The acceleration is proportional to the
torque of the rotary arm and is expressed as
τ = mr Lr u (4.2)
where mr is the mass of the rotary arm and Lr is its length, as shown in Section 2. The voltage-torque relationship
is given in Equation 2.4.
If the arm angle is kept constant and the pendulum is given an initial position it would swing with constant amplitude.
Because of friction there will be damping in the oscillation. The purpose of energy control is to control the pendulum
in such a way that the friction is constant.
The pendulum parameters are described in Section 2 and their values are given in [6]. In the potential energy
L
calculation, we assume the center of mass to be in the center of the link, i.e., 2p . Adding the kinetic and potential
energy together give us the total pendulum energy
1 1
E= Jp α̇2 + mp gLp (1 − cos α). (4.4)
2 2
To introduce the pivot acceleration u and eventually, our control variable, solve for sin α in Equation 4.1 to obtain
1
sin(α) = (−2Jp α̈ + mp Lp u cos(α)).
mp gLp
u = (E − Er )α̇ cos α.
By setting the reference energy to the pendulum potential energy, i.e., Er = Ep , the control will swing the link to its
upright position. Notice that the control law is nonlinear because the proportional gain depends on the pendulum
angle, α, and also notice that the control changes sign when α̇ changes sign and when the angle is ±90 degrees.
For energy to change quickly the magnitude of the control signal must be large. As a result, the following swing-up
controller is implemented
u = satumax (µ(E − Er )sign(α̇ cos α)) (4.6)
where µ is a tunable control gain and satumax function saturates the control signal at the maximum acceleration of
the pendulum pivot, umax . Taking the sign of α̇ cos α allows for faster switching.
In order to translate the pivot acceleration into servo voltage, first solve for the voltage in Equation 2.4 to get
τ Rm
Vm = + Kg km θ̇.
ηg Kg ηm kt
Then substitute the torque-acceleration relationship given in Equation 4.2 to obtain the following
Rm mr Lr u
Vm = + Kg km θ̇. (4.7)
ηg Kg ηm kt
The energy swing-up control can be combined with the balancing control in Equation 3.11 to obtain a control law
which performs the dual tasks of swinging up the pendulum and balancing it. This can be accomplished by switching
between the two control systems.
Basically the same switching used for the balance control in Equation 3.12 is used. Only instead of feeding 0 V
when the balance control is not enabled, the swing-up control is engaged. The controller therefore becomes
{
K(xd − x) |x2 | < ϵ
u= (4.8)
satumax (µ(E − Er )sign(α̇ cos α)) otherwise
2. Compute the maximum acceleration deliverable by the SRV02. Assume the maximum equivalent voltage
applied to the DC motor is 5 V such that
Vm − Kg km θ̇ = 5. (4.9)
The SRV02 motor parameters are given in [4].
3. Find the controller acceleration when the pendulum is initially hanging down and motionless. From a pracitcal
viewpoint, what does this imply when the swing-up control is activated?
4. Assume the pendulum is starting to swing from the downward position in the positive direction. Calculate the
acceleration the swing-up controller will generate when µ = 20. Does this saturate the controller?
Experiment Setup
The q_rotpen_swingup_student Simulink diagram shown in Figure 4.1 is used to run the swing-up control on the
Quanser Rotary Pendulum system. Similarly with the q_rotpen_balance_student Simulink diagram, the SRV02-
ET+ROTPEN-E subsystem contains QUARC blocks that interface with the system hardware and the feedback is
implemented using a Simulink Gain block. The balance and swing-up control are not completed.
Figure 4.1: q_rotpen_swingup_student Simulink diagram can be used to run the swing-up controller
IMPORTANT: Before you can conduct this experiment, you need to make sure that the lab files are configured
according to your system setup. If they have not been configured already, then go to Section 5.6 to configure the
lab files first.
12. Add the necessary modifications to convert the acceleration generated by the swing-up control to servo voltage.
To do this, edit the Swing-Up subsystem shown in Figure 4.2. Use the SRV02 model parameters that are
already defined in the Matlab workspace, i.e., using the config_srv02 function, for any of the servo-based
attributes you need.
13. Implement the self-erecting control in Equation 4.8, which includes both the swing-up and balance control. As
in the Balance Control lab, plot the rotary arm, pendulum, and servo voltage response in a Matlab figure.
Er = Ep
umax = 1 m/s2
µ = 1
Make sure the reference energy is set to the pendulum potential energy. Then go to QUARC | Run to start the
controller.
The pendulum should be moving back and forth slowly. Gradually increase the umax and/or µ until the pendu-
lum goes up. Do not increase the umax above the maximum acceleration you found for the SRV02 in Section
4.2. When the pendulum swings up to the vertical upright position, the balance controller should engage and
balance the link. Show the response of the arm and pendulum angles as well as the control voltage and record
the swing-up parameters. Did the swing-up behave with the parameters you expected?
15. Click on the STOP button to stop running the controller. Be careful, as the pendulum will fall down when the
controller is stopped.
Table 3: Results
See the QUARCr software compatibility chart at [5] to see what versions of MS VS and Matlab are compatible with
your version of QUARC and for what OS.
Required Hardware
• Data-acquisition (DAQ) card that is compatible with QUARC. This includes Quanser Hardware-in-the-loop
(HIL) boards such as:
– Q2-USB
– Q8-USB
– QPID
– QPIDe
and some National Instruments DAQ devices (e.g., NI USB-6251, NI PCIe-6259). For a full listing of compliant
DAQ cards, see Reference [2].
• Quanser SRV02-ET rotary servo. See Reference [4].
Table 4: Files supplied with the SRV02 Rotary Inverted Pendulum Control Laboratory.
1. Setup the SRV02 with the Rotary Pendulum module as detailed in [6].
5. Configure DAQ: Ensure the HIL Initialize block in the SRV02-ET+ROTPEN-E subsystem is configured for the
DAQ device that is installed in your system. By default, the block is setup for the Quanser Q8 hardware-in-
the-loop board. See Reference [2] for more information on configuring the HIL Initialize block.
6. Open the setup_rotpen.m file. This is the setup script used for the ROTPEN Simulink models.
7. Configure setup script: When used with the Rotary Pendulum, the SRV02 has no load (i.e., no disc or bar)
and has to be in the high-gear configuration. Make sure the script is setup to match this setup:
• EXT_GEAR_CONFIG to 'HIGH'
• LOAD_TYPE to 'NONE'
• ENCODER_TYPE and TACH_OPTION parameters are set according to the SRV02 system that is to be
used in the laboratory.
• K_AMP to the amplifier gain. For VoltPAQ-X1, set K_AMP to 1 or 3 depending how gain switch on amplifier
is set.
• AMP_TYPE to the amplifier you are using, e.g., VoltPAQ.
• CONTROL_TYPE to 'MANUAL'.
4. Configure the setup_rotpen.m script according to your hardware. See Section 5.3 for more information.
IMPORTANT: Make sure the model you found in Section 2.3 is entered in ROTPEN_ABCD _eqns_student.m.
Follow these steps to get the system ready for this lab:
1. Setup the SRV02 with the Rotary Pendulum module as detailed in [6] .
2. Load the Matlab software.
3. Browse through the Current Directory window in Matlab and find the folder that contains the q_rotpen_bal.mdl
file.
4. Open the q_rotpen_bal_student.mdl Simulink diagram. The student based version is shown in Figure 3.5.
5. Configure DAQ: Ensure the HIL Initialize block in the SRV02-ET+ROTPEN-E subsystem is configured for the
DAQ device that is installed in your system. By default, the block is setup for the Quanser Q8 hardware-in-
the-loop board. See Reference [2] for more information on configuring the HIL Initialize block.
6. Configure setup script: Set the parameters in the setup_rotpen.m script according to your system setup.
See Section 5.3 and Section 5.4 for more details.
Follow these steps to get the system ready for this lab:
1. Setup the SRV02 with the Rotary Pendulum module as detailed in [6] .
4. Open the q_rotpen_swingup_student.mdl Simulink diagram. The student based version is shown in Figure 4.1.
5. Configure DAQ: Ensure the HIL Initialize block in the SRV02-ET+ROTPEN-E subsystem is configured for the
DAQ device that is installed in your system. By default, the block is setup for the Quanser Q8 hardware-in-
the-loop board. See Reference [2] for more information on configuring the HIL Initialize block.
6. Configure setup script: Set the parameters in the setup_rotpen.m script according to your system setup.
See Section 5.3 and Section 5.4 for more details.
7. Run the setup_rotpen.m script.
1. Modeling,
3. Swing-Up Control.
When you are writing your lab report, follow the outline corresponding to the experiment you conducted to build the
content of your report. Also, in Section 6.4 you can find some basic tips for the format of your report.
1. Model Analysis
II. RESULTS
Do not interpret or analyze the data in this section. Just provide the results.
III. ANALYSIS
Provide details of your calculations (methods used) for analysis for each of the following:
IV. CONCLUSIONS
Interpret your results to arrive at logical conclusions for the following:
1. Whether the arm and pendulum angles match the model conventions in Step 5 of Section 2.3.2, Sensor cali-
bration.
2. Whether the control voltage matches the model conventions in Step 7 of Section 2.3.2, Actuator calibration.
1. Control Design
• Briefly describe the main goal of the control design.
• Briefly describe the controllability check procedure in Step 2 in Section 3.4.1.
• Briefly describe the control design procedure in Step 3 in Section 3.4.1.
2. Simulation
• Briefly describe the main goal of the simulation.
• Briefly describe the simulation procedure in Step 2 in Section 3.4.2.
3. Implementation
• Briefly describe the main goal of this experiment.
• Briefly describe the experimental procedure in Step 8 in Section 3.4.3.
II. RESULTS
Do not interpret or analyze the data in this section. Just provide the results.
III. ANALYSIS
Provide details of your calculations (methods used) for analysis for each of the following:
IV. CONCLUSIONS
Interpret your results to arrive at logical conclusions for each of the following:
1. Implementation
• Briefly describe the main goal of this experiment.
• Briefly describe the experimental procedure in Step 7 in Section 4.3.
• Briefly describe the control states and parameters for the swing-up control in Step 11 in Section 4.3.
• Briefly describe the parameters used to convert torque to voltage in Step 12 in Section 4.3.
II. RESULTS
Do not interpret or analyze the data in this section. Just provide the results.
III. ANALYSIS
Provide details of your calculations (methods used) for analysis for each of the following:
IV. CONCLUSIONS
Interpret your results to arrive at logical conclusions for each of the following:
• Has cover page with all necessary details (title, course, student name(s), etc.)
• Each of the required sections is completed (Procedure, Results, Analysis and Conclusions).
• Typed.
• Tables are numbered, they include labels, each table has a descriptive caption.
• Data are presented in a useful format (graphs, numerical, table, charts, diagrams).
• No hand drawn sketches/diagrams.
[8] Norman S. Nise. Control Systems Engineering. John Wiley & Sons, Inc., 2008.
[9] K. J. Åström and K. Furuta. Swinging up a pendulum by energy control. 13th IFAC World Congress, 1996.