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Prototype a Self-Balancing Robot

Last Updated on2021-12-21 01:53:41

Overview

Smart robots are helping us take care of many routine works thanks to our advanced AI and vision technologies. We can find their presence in shopping malls, restaurants, and hotels when we look for some information or wait for the delivery.

In this project, we will show you how to prototype a self-balancing robot that has multiple fascinating features like remote control, video talks, auto-follow, and obstacle avoidance. The compact body design allows the robot to be easily maneuvered through narrow spaces as well as on rough terrain.

Steps

  • Step 1: Hardware design

    The following graph shows how the components communicate:

    The prototype consists of the control unit, camera unit, and power unit. We will detail each unit in the following part.

    Control unit

    The schematic diagram is as follows.

    Schematic

    MCU

    We use STM32G071RBT6 as the microcontroller (MCU). The pin description is as follows.

    • NEST is the reset button. USER is the user-defined button that can be programmed as needed.
    • A_SA, A_SB, B_SA, and B_SB can operate in timer encoder interface mode. Connect them to the output pins of the Hall effect sensor on the two wheels. The encoder can convert the mechanical parameters such as angular displacement and angular velocity of the output shaft into corresponding electrical pulses and output them in digital quantity.
    • PWMA and PWMB can operate in timer PWM mode so that the rotation speed of the motor can be determined by the PWM timer output signal’s duty cycle.
    • AIN1, AIN2, BIN1, and BIN2 are GPIOs. We can make the motor go forward and reverse by applying either high or low level on these pins.
    • MOTO_OUT3, MOTO_OUT4, MOTO_OUT7, and MOTO_ OUT8 are external interrupt inputs, which can be used to implement robot control through a mobile app.
    • ADC pin can be used to measure the battery voltage.
    • BEEP pin can be used to control the buzzer.
    • MPU_INT is external interrupt input. Connect the sensor to this pin to notify the MCU to read data.
    • SCL and SDA are I2C pins. The MCU read sensor data through these two pins.
    • SWDIO and SWCLK are used to download code to the MCU.
    • USART1_TX and USART1_RX are used for serial communication with external circuits.

    Power

    The Vpp input voltage is about 12V. The 12V supply voltage is provided to two motors directly and converted to 5V through the MT2492 step-down converter to power the camera unit and Hall effect sensor.

    The MT2492 is a fully integrated, high–efficiency synchronous rectified step-down converter. Its efficiency can be up to 96%. This device operates at a high 600 kHz operating frequency and features 2A output current, 4.5V to 16V input voltage range, and over-current protection.

    The converted 5V voltage will be further stepped down to 3.3V with a low-dropout (LDO) regulator to supply the MCU and other peripherals.

    The AMS1117-33 is a positive LDO regulator and integrated with over-temperature protection and a current limiting circuit. It can output up to 1A current, support up to 12V input voltage, and regulate the output voltage to 3.3V, with an output voltage tolerance of less than 1%.

    Motor

    We use Toshiba’s TB6612FNG driver IC to control DC motors. TB6612FNG is a dual H-bridge, rated up to 3.2A peak and 1.2A continuous, 0.5Ω ON resistance, and a maximum voltage of 15V. It has a built-in thermal shutdown circuit and low voltage detecting circuit and accepts a PWM input with a frequency of up to 100 kHz.

    TB6612FNG does not need a heat sink because it is much more efficient than the bipolar junction transistors (BJT) based drivers such as the L298N. It has a simple peripheral circuit, so adding a power supply filter capacitor can drive the motor.

    The TB6612FNG has a pair of drivers and can control two motors independently. Connect the positive and negative terminals of the two motors to MA+, MA-, MB+, and MB- respectively.

    Motor

    When STBY pin is high, the two input signals, IN1 and IN2, can be one of four modes such as clockwise (CW), counterclockwise (CCW), short brake, and stop mode.

    IN1 IN2 Mode
    0 1 CCW
    1 0 CW
    1 1 Short brake
    0 0 Stop

    The motor is integrated with a Hall effect sensor. The VCC_ 5V pin supplies power to the motor.

    Sensor

    The MPU-6050 from InvenSense is the world’s first integrated 6-axis motion tracking device that combines a 3-axis gyroscope and a 3-axis accelerometer on the same silicon die. It has an onboard Digital Motion Processor (DMP) that is capable of processing complex 9-axis MotionFusion algorithms. When MPU-6050 is connected to an external magnetometer on its auxiliary I2C port, it delivers a complete 9-axis MotionFusion output to its primary I2C.

    MPU-6050

    The MPU-6050 features three 16-bit analog-to-digital converters (ADCs) (0–65,535) for digitizing the gyroscope outputs and three 16-bit ADCs for digitizing the accelerometer outputs. For precision tracking of both fast and slow motions, the parts feature a user-programmable gyroscope range and accelerometer range.

    The MPU-6050 consists of three independent vibratory MEMS rate gyroscopes, which detect rotation about the x-, y-, and z-axis. When the gyroscopes are rotated about any of the sense axes, the Coriolis Effect causes a vibration that is detected by a capacitive pickoff. The resulting signal is amplified, demodulated, and filtered to produce a voltage that is proportional to the angular rate. This voltage is digitized using individual on-chip 16-bit ADCs to sample each axis. The full-scale range of the gyroscope sensors can be digitally programmed to ±250, ±500, ±1,000, or ±2,000 degrees per second (dps). The ADC sample rate is programmable from 8,000 samples per second, down to 3.9 samples per second. User-selectable low-pass filters enable a wide range of cut-off frequencies.

    The MPU-6050’s 3-axis accelerometer uses separate proof masses for each axis. Acceleration along a particular axis induces displacement on the corresponding proof mass, and capacitive sensors detect the displacement differentially. The MPU-6050’s architecture reduces the accelerometers’ susceptibility to fabrication variations as well as to thermal drift. When the device is placed on a flat surface, it will measure 0g on the x- and y-axis and +1g on the z-axis. The accelerometers’ scale factor is calibrated at the factory and is nominally independent of the supply voltage. Each sensor has a dedicated sigma-delta ADC for providing digital outputs. The full-scale range of the digital output can be adjusted to ±2g, ±4g, ±8g, or ±16g.

    Camera

    The pin configuration for the camera circuit is as follows.

    FACTORY_ RST is used to reset the camera for pairing with the mobile app. Press and hold the S3 button for a specified period to trigger pairing mode.

    Connect SPK+ and SPK- to the internal beep of the camera.

    LED_RED and LED_ GREEN are used to indicate the network status. The LED is steady on if the camera has been connected to the cloud. If the camera is being connected to the internet, the LED will blink in red and green alternately.

    Beep

    The buzzer will sound a prompt to indicate normal operation and emit an audio alert to signal low battery.

    See the schematic diagram.

    See the PCB diagram.

    Camera unit

    We choose Tuya’s SC012-WD2 smart camera. Its specification is as follows.

    Processor High performance DSP processor
    Sensor 1/2.9 inch CMOS
    The highest resolution 1080P
    IR night vision distance Up to 7 meters
    IR night vision Built-in IR-CUT filter and automatic switching to night vision.
    Noise-reduction system 3D noise-reduction
    Focal length 4 mm
    Field of view (FoV) 94°
    Aperture F2.1
    Video codec H.264/MJPEG
    Video bit rate High definition: 1.2 Mbps
    Standard definition: 256 kbps
    Video frame rate High definition: 1080P 20 fps
    Standard definition: VGA 20 fps
    Audio input 1-channel microphone
    Audio output 1-channel speaker
    Restore defaults One-tap to restore defaults
    Motion detection Supported
    SD card capacity Store event recording and continuous recording on an SD card of up to 126 GB.
    Cloud storage Support storage of event recording and continuous recording.
    Privacy mode Supported
    Motion detection Supported
    Connectivity Wi-Fi IEEE 802.11 b/g/n, single-band (2.4 GHz)
    Power supply 5V/2A DC
    Operating temperature -10°C to 45°C
    Operating humidity ≤ 95%

    Power unit

    We use a lithium polymer battery and gear motors to push wheels forward.

    A lithium polymer battery is a rechargeable battery of lithium-ion technology using a polymer electrolyte. These batteries provide higher specific energy than other lithium battery types and are used in applications where weight is a critical feature, such as mobile devices.

    An 11.1V lithium polymer battery with a capacity of 2200 mAh is recommended.

    The geared motor can be defined as an extension of the DC motor. It has a gear assembly attached to the motor to increase the torque and reduce the speed.

    The rated voltage of the geared motor must match that of the battery. Typically, the supply voltage of a 12V motor ranges from 11V to 16V, and a 12V battery is recommended.

    We choose the MG513 DC 12V geared motor with a rated output current of 0.36A. Its reduction ratio is 1/30, and its no-load speed is 366 RPM. The motor can provide a torque of 1 kgf.cm and a maximum load of 3 kg. With 65 mm rubber wheels, the motor can reach a speed of 1 m/s.

    Motor
  • Step 2: Device assembly

    Prepare an SC012-WD2 Wi-Fi 1080P PTZ camera. If you select other camera models, contact technical support in case of any problems with your project.

    Motor

    Disassemble the base of the camera. Align the three tooling holes and attach the PCB to the smart camera. Mount other components and the battery.

    Motor

    Attach the self-balancing robot car to the PCB part.

    Congratulations, the assembly is done.

    Motor
  • Step 3: Software development

    Since we use Tuya’s SC012-WD2 smart camera, we do not need to write the camera-related embedded program and mobile app program. We only need to code for the self-balancing robot car.

    Get reading from MPU-6050

    The following code block shows how to get the balancing position from MPU-6050.

    void Get_Angle(uint8_t way)
    {
    	float Accel_Y,Accel_Z,Gyro_X,Gyro_Z;
    	Temperature=Read_Temperature();      //  Read the temperature data from MPU-6050's on-chip temperature sensor. You can take the reading as the approximate temperature of the motherboard.
    	if(way==1)                           // The interrupt service is used to read data from the DMP. Make sure to respect the sequence.
    	{  
    			Read_DMP();                      // Read the acceleration, angular velocity, and tilt angle.
    			Angle_Balance=-Roll;             // Update the angle offset to balance the robot.
    			Gyro_Balance=-gyro[0];            // Update the angular velocity to balance the robot.
    			Gyro_Turn=gyro[2];               // Update the steering angular velocity.
    			Acceleration_Z=accel[2];         // Update the z-axis of the accelerometer.
    	}  		
    	
     else
    	{
    		Gyro_X=(I2C_ReadOneByte(devAddr, MPU-6050_RA_GYRO_XOUT_H)<<8)+I2C_ReadOneByte(devAddr, MPU-6050_RA_GYRO_XOUT_L);    // Read the y-axis of the gyroscope.
    		Gyro_Z=(I2C_ReadOneByte(devAddr, MPU-6050_RA_GYRO_ZOUT_H)<<8)+I2C_ReadOneByte(devAddr, MPU-6050_RA_GYRO_ZOUT_L);    // Read the z-axis of the gyroscope.
    		Accel_Y=(I2C_ReadOneByte(devAddr, MPU-6050_RA_ACCEL_YOUT_H)<<8)+I2C_ReadOneByte(devAddr, MPU-6050_RA_ACCEL_YOUT_L); // Read the x-axis of the accelerometer.
    		Accel_Z=(I2C_ReadOneByte(devAddr, MPU-6050_RA_ACCEL_ZOUT_H)<<8)+I2C_ReadOneByte(devAddr, MPU-6050_RA_ACCEL_ZOUT_L); //  Read the z-axis of the accelerometer.
    		if(Gyro_X>32768)  Gyro_X-=65536;                       // You can cast the value to short type.
    		if(Gyro_Z>32768)  Gyro_Z-=65536;                       // Data type casting.
    		if(Accel_Y>32768) Accel_Y-=65536;                      // Data type casting.
    		if(Accel_Z>32768) Accel_Z-=65536;                      // Data type casting.
    		Gyro_Balance=Gyro_X+Gyro_X_OFFSET;                                  // Update the angular velocity to balance the robot.
    		Accel_Angle=atan2(Accel_Y,Accel_Z)*180/PI;                 // Calculate the tilt angle.
    		Gyro_X=Gyro_X/16.4;                                    // Convert the range of the gyroscope.
    		if(way==2)		  	Kalman_Filter(Accel_Angle,Gyro_X);// Kalman filter
    		else if(way==3)   First_order_Filter(Accel_Angle,Gyro_X);    // Complementary filter
    		Angle_Balance=angle;                                     // Update the angle offset to balance the robot.
    		Gyro_Turn=Gyro_Z+Gyro_Z_OFFSET;                                      // Update the steering angular velocity.
    		Acceleration_Z=Accel_Z;                                // Update the z-axis of the accelerometer.
    	 }
    }
    

    The Accel_Angle is the reference angle we calculated.

    Motor

    Alternatively, you can use this formula Accel_Angle=arcsin(Accel_Y,Accel_G)*180/PI; to get the reference value.

    Accel_G is calculated by sqrt(pow(Accel_X, 2) + pow(Accel_Y, 2) + pow(Accel_Z, 2));

    There is an error in the angles calculated by the above methods. When the accelerometer reads the angle, the acquired value error will increase when the outside is disturbed.

    Motor

    Therefore, filtering algorithms for angle error correction are required.

    The Kalman filter and the first-order complementary filter are both available to get a more precise angle.

    Kalman filter algorithm

    The function is as follows:

    void Kalman_Filter(float Accel,float Gyro)  	
    
    {
    	angle+=(Gyro - Q_bias) * dt; // Prior estimate
    	Pdot[0]=Q_angle - PP[0][1] - PP[1][0]; // The differential of error covariance of prior estimate
    
    	 Pdot[1]=-PP[1][1];
    	Pdot[2]=-PP[1][1];
    	Pdot[3]=Q_gyro;
    	PP[0][0] += Pdot[0] * dt;   // Integration of the differential of error covariance of prior estimate.
    	PP[0][1] += Pdot[1] * dt;   // The error covariance of prior estimate.
    	PP[1][0] += Pdot[2] * dt;
    	PP[1][1] += Pdot[3] * dt;
    		
    	
    	Angle_err = Accel - angle;	// Prior estimate
    	
    	
     PCt_0 = C_0 * PP[0][0];
    	PCt_1 = C_0 * PP[1][0];
    	
    	
     E = R_angle + C_0 * PCt_0;
    	
    	
     K_0 = PCt_0 / E;
    	K_1 = PCt_1 / E;
    	
    	
     t_0 = PCt_0;
    	t_1 = C_0 * PP[0][1];
    
    	PP[0][0] -= K_0 * t_0;		// The error covariance of posterior estimate.
    	PP[0][1] -= K_0 * t_1;
    	PP[1][0] -= K_1 * t_0;
    	PP[1][1] -= K_1 * t_1;
    		
    		
    	angle	+= K_0 * Angle_err;	  // Posterior estimate
    	Q_bias	+= K_1 * Angle_err;	  // Posterior estimate
    	angle_dot   = Gyro - Q_bias;	   // Output (the differential of posterior estimate) = Angle velocity
    }
    

    The following figure shows the comparison of the original tilt angle and the angle by Kalman filter.

    Image

    From the figure, you can see that the change in angle is largely different for the unfiltered angle.

    First-order complementary filter

    The function is as follows:

    void First_order_Filter(float angle_m, float gyro_m)
    {
       angle = K1 * angle_m+ (1-K1) * (angle + gyro_m * dt);
    }
    

    When you use this filter, call the following function.

    First_order_Filter(Accel_Angle,Gyro_X);
    
    • Accel_Angle is the original tilt angle we calculated. Refer to the Kalman filter method.

    • Gyro_X is the angular velocity of the x-axis, which can be read out from the sensor. Unit conversion is required.

    If you choose FS_SEL=3 (full-scale range of ±2000 º/s) for the MPU-6050, use the filter by following the description below.

    Gyro_X=Gyro_X/16.4;
    
    angle = K1 * angle_m+ (1-K1) * (angle + gyro_m * dt);
    
    • angle_ m is the angle calculated based on the raw data from the sensor.

    • gyro_ m is the angular velocity of a specific axis.

    • dt is set to your desired sampling interval. If you want sample data every 5 ms, set dt to 0.05. If your MCU’s resource is sufficient, you can set a high frequency.

    • gyro_m * dt indicates the rotation angle during the specified dt interval.

    • K1 depends on your requirement for sensitivity. The larger the K value is, the higher the sensitivity you get. If you want the data fluctuation to be little, set a smaller value. We set the K1 value to 0.02.

    The following figure shows the comparison of the original tilt angle and the angle by the first-order complementary filter.

    From the figure, you can see that the change in angle is largely different for the unfiltered angle.

    Balance control

    If we use the speed negative feedback in the uprightness control, the best velocity control cannot be made, and the balancing system might be compromised. Therefore, the velocity control should take precedence over the uprightness control, which means the result of velocity adjustment serves as the target for maintaining uprightness. The robot’s moving speed correlates with its tile angle. For example, to increase the forward speed, you need to increase the angle for leaning forward. Then, we have to rotate the wheels in the forward direction to maintain balance as a result of uprightness control, and the speed increases accordingly, and vice versa.

    To achieve this logic, we design a cascade system and use the proportional–integral–derivative (PID) algorithm, which has the center position as a set-point and the level of disorientation as the output. The robot uses proportional derivative (PD) and proportional integral (PI) to control the vertical angle and the rotation speed respectively.

    Vertical balance achieved by PD controller

    int balance(float Angle,float Gyro)
    {
       float Bias;
       int balancePID;
    	 Bias=Angle-Angle_OFFSET;                       // Calculate the median value of the angle offset.
    	 balancePID=Balance_Kp*Bias+Gyro*Balance_Kd;   // Calculate the PWM output required to keep the robot balanced. `kp` is the proportional coefficient and `kd` is the derivative coefficient.
    	  return balancePID;
    }
    

    Rotation speed control achieved by PI controller

    int velocity(int encoder_left,int encoder_right)
    {
    	static float Velocity,Encoder_Least,Encoder,Movement;
    	static float Encoder_Integral,Target_Velocity;
    	//=============Control the forward and backward movement=======================//
    	Target_Velocity=40;           
    	if(Direction.Current==GO_STRAIGHT)   	Movement=-Target_Velocity/Flag_speed;	      // Forward movement flag 1
    	else if(Direction.Current==GO_BACK)	Movement=Target_Velocity/Flag_speed;         // Backward movement flag 1
    	else  Movement=0;  
            //============= Rotation control by PI controller  =======================//  
    	 Encoder_Least =(encoder_left+encoder_right)-0;                  
    	Encoder *= 0.8;		                                               // First-order low-pass filter
    	Encoder += Encoder_Least*0.2;	                                      // First-order complementary filter
    	Encoder_Integral +=Encoder;                                       // Integration for angular displacement calculation. The integration period is 10 ms.
    	Encoder_Integral=Encoder_Integral-Movement;                       // Receive the command to make the robot car forward and backward.
    	if(Encoder_Integral>8000)  	Encoder_Integral=8000;             // Integration limit.
    	if(Encoder_Integral<-8000)	Encoder_Integral=-8000;              // Integration limit.
    	Velocity=Encoder*Velocity_Kp+Encoder_Integral*Velocity_Ki;        // Speed control
    	 if(Turn_Off(Angle_Balance,BAT_VOL)==1||Direction.Current==TURN_OFF)   
    	    Encoder_Integral=0;      
    	return Velocity;
    }
    

    Turning control

    The following code block shows how to make the robot car turn left or right.

    int turn(int encoder_left,int encoder_right,float gyro)// Turning control.
    {
    	static float Turn_Target,Turn,Encoder_temp,Turn_Convert=0.9,Turn_Count;
        float Turn_Amplitude=30/Flag_speed,Kp=32,Kd=0; 	
      	  	if(Direction.Current==TURN_LEFT||Direction.Current==TURN_RIGHT)                      
    			{
    					if(++Turn_Count==1)
    					Encoder_temp=myabs(encoder_left+encoder_right);
    					Turn_Convert=50/Encoder_temp;
    					if(Turn_Convert<0.6)Turn_Convert=0.6;
    					if(Turn_Convert>3)Turn_Convert=3;
    			}	
    	  	  else
    			{
    					Turn_Convert=0.9;
    					Turn_Count=0;
    					Encoder_temp=0;
    			}	 		
    			
    		if(Direction.Current==TURN_LEFT){
    					Turn_Target+=Turn_Convert;
    		 }
    			else if(Direction.Current==TURN_RIGHT){
    					Turn_Target-=Turn_Convert;
    		 }
    			else Turn_Target=0;
    	
    
        if(Turn_Target>Turn_Amplitude)  Turn_Target=Turn_Amplitude;    // Turning speed limit.
    	    if(Turn_Target<-Turn_Amplitude) Turn_Target=-Turn_Amplitude;
    			if(Direction.Current==GO_STRAIGHT||Direction.Current==GO_BACK||Direction.Current==KEEP_STOP)  
    		  	  Kd=-1 ;        
    			else
    		  	  Kd=0;   
      	//============= Turning control by PD controller=======================//
    	Turn=-Turn_Target*Kp-gyro*Kd;                 // Use the z-axis of the gyroscope to control the turning of the robot car.
    	    return Turn;
    }
    

    PWM control of motors

    The above calculation provides the PWM output required to keep the robot balanced. Moto1 and Moto2 indicate the two motors we use.

    	Balance_Pwm = balance(Angle_Balance,Gyro_Balance);// Balance control by PID controller
    	Velocity_Pwm= velocity(Enconder_left,Enconder_right);// Rotation speed control by PID controller
    	Turn_Pwm   = turn(Enconder_left,Enconder_right,Gyro_Turn);// Turning control by PID controller
    	Moto1=Balance_Pwm+Velocity_Pwm-Turn_Pwm;// Calculate the final PWM output of the motor on the left wheel.
    	Moto2=Balance_Pwm+Velocity_Pwm+Turn_Pwm;// Calculate the final PWM output of the motor on the right wheel.
    	Limit_Pwm();                            // PWM limit
    	Set_Pwm(Moto1,Moto2);                   //  Assign values to the PWM register.
    

    After value assignment to the register, you can check the real movement state.

    void Set_Pwm(int moto1,int moto2)
    {     
        if(moto2>0)	 	{AIN2_RESET;AIN1_SET;}
        else 	         {AIN2_SET;AIN1_RESET;}	 	
    
        TIM16_PWM_Set(myabs(moto2));
    
            if(moto1>0)	 {BIN1_RESET;BIN2_SET;}
        else        {BIN1_SET;BIN2_RESET;}
        TIM17_PWM_Set(myabs(moto1));
    }
    
    

Summary

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