1. Introduction
Parallel-serial (hybrid) manipulators are mechanical systems composed of parallel and serial kinematic chains. These manipulators combine the features of both parallel and serial mechanisms. The parallel part improves the manipulator motion accuracy and stiffness, and the serial part enlarges its workspace. These advantages have caused the development of parallel-serial manipulators for diverse applications, including machining [
1,
2], medicine [
3,
4], pick-and-place operations [
5,
6], haptic devices [
7,
8], and humanoid robots [
9,
10].
Design optimization, also known as dimensional, parametric, or geometrical synthesis, represents an important stage in developing parallel-serial manipulators. It aims to find dimensions of the manipulator links suitable for its specific operation. These dimensions are usually determined by solving an optimization problem, which tries to minimize or maximize one or multiple objective functions [
11].
Scholars have used various performance metrics as these objective functions when they designed parallel-serial manipulators. For example, Xu et al. [
12] maximized the workspace volume of a 3-DOF polishing parallel mechanism attached to a 6-DOF industrial robot. Gao et al. [
13] optimized the design of a 4-DOF hybrid robotic leg by maximizing the conditioning index, which reflects the kinematic performance. A similar approach was applied to a 5-DOF machining manipulator in paper [
14], whose authors reduced a constrained nonlinear optimization problem to a nonlinear algebraic equation.
The articles above focused on a single-objective dimensional synthesis. In other studies, scholars considered various performance metrics and performed multi-objective optimization. Thus, Jin et al. [
15] optimized the design of a 5-DOF hybrid machine tool and considered workspace volume and the global conditioning index as performance metrics. The authors combined these metrics into a single objective using the weighting sum method. Xu et al. [
16] maximized the motion range and load-bearing capacity of a 3-DOF parallel-serial rotary platform but did not specify the optimization procedure. Zou et al. [
6] optimized the design of a 4-DOF pick-and-place robot by maximizing its workspace volume and manipulability metrics. The authors obtained the Pareto front of optimal solutions using the non-dominated sorting genetic algorithm II (NSGA-II). Zhang et al. [
17] estimated the performance of a 5-DOF hybrid machine tool using motion/force transmission indices. The optimal geometry was chosen by analyzing performance atlases. Another 5-DOF parallel-serial machining robot was considered in paper [
18], whose authors optimized its design using transmission indices and a metric of dynamic performance. The authors determined the optimal parameters using the parameter-finiteness normalization method. Yu et al. [
19] also applied kinematic and dynamic metrics to the dimensional synthesis of 5-DOF spray-painting equipment. These metrics were combined into a weighted sum, and the authors used a genetic algorithm to find the optimal solution.
Stiffness metrics indicate the manipulator ability to withstand external loads, and they have also been used in the dimensional synthesis of parallel-serial robots. For example, Dong et al. [
20] optimized the design of a 5-DOF hybrid machining robot and considered its lateral stiffness and the ratio of the robot workspace to its footprint. The authors used the weighting sum method and selected the optimal dimensions of the robot by analyzing performance charts. Li et al. [
21] combined a stiffness index with a kinematic index and performed dimensional synthesis of another 5-DOF machine tool. The authors also used the weighting sum method and solved the optimization problem with NSGA-II. A similar approach was applied by Xu et al. [
22], who optimized the geometry of a 5-DOF parallel-serial polishing machine and considered the global stiffness index and the workspace volume as performance metrics. Gao and Zhang [
23] performed the four-objective optimization of another 5-DOF hybrid machine tool and analyzed the same metrics together with dexterity and manipulability indices. Using NSGA-II, the authors computed Pareto fronts of optimal solutions and then determined a comprehensive performance index. Deng et al. [
24] applied the same tools to optimize the geometry of a 5-DOF parallel-serial labeling robot. Finally, we would like to mention paper [
25], whose authors performed a multi-objective optimization of a 7-DOF hybrid manipulator for the vacuum vessel assembly of a fusion reactor. The objective functions included the global stiffness index and two indices of dynamic performance. The authors also used NSGA-II to derive the Pareto front of optimal solutions and compared their results with the weighting sum method.
This article focuses on the design optimization of another 5-DOF parallel-serial robot, which we have recently introduced in paper [
26]. The dimensional synthesis will aim to enhance the robot stiffness and find the optimal values of its geometrical parameters. The current article represents the extended version of our previous work [
27], and its major contributions include:
Establishing the kinematic and stiffness models of the considered manipulator.
Reducing the number of design variables to two geometrical parameters.
Developing an original procedure for workspace analysis, combining the chord method with subsequent sampling, transformed into a point-in-polygon problem.
Solving the multi-objective optimization problem with a hierarchical method.
The rest of the paper has the following structure.
Section 2 describes the manipulator design and formulates the dimensional synthesis problem.
Section 2 establishes the kinematic and stiffness models and considers the algorithms to find the manipulator workspace and solve the multi-objective design optimization problem.
Section 4 performs simulations and presents numerical results.
Section 5 discusses the results and features of the developed techniques and mentions directions for future studies.
Section 6 recaps the entire study.
2. Manipulator Design and Problem Formulation
Figure 1 shows a computer model and a prototype of the considered manipulator. Its main component is a planar parallel mechanism with four branches. Each branch includes cylinder 3 and piston 4, which form the actuated prismatic joint. The cylinders are attached to plate 2 with revolute joints, and the pistons are attached to platform 5 with revolute joints as well. The revolute joints on either side of platform 5 have collinear axes. The parallel mechanism provides platform 5 with three DOFs relative to plate 2: two translational DOFs along the
and
axes and one rotational DOF about the
axis. Plate 2 is attached rigidly to two synchronously actuated carriages. These carriages translate the plate and the parallel mechanism relative to base 1 along the
axis. Finally, end-effector 6 rotates relative to platform 5. Therefore, the manipulator and its end-effector have five DOFs, including three translational and two rotational DOFs.
The planar parallel mechanism has redundant actuation: four linear drives control the three DOFs of platform 5. This redundancy serves multiple purposes. First, it prevents singular configurations where the platform can gain uncontrolled freedom. Second, it enhances the mechanism stiffness. Finally, the symmetrical design of the manipulator makes it more suitable for practical applications. Among them are additive technologies like selective laser sintering or 3D printing. For example,
Figure 1a represents end-effector 6 as a laser beam unit.
Figure 1b shows the manipulator prototype. Here, the end-effector imitates this laser beam unit with similar weight and dimensions. The video in the
Supplementary Materials demonstrates the prototype in action, with the end-effector tip tracing a curve on a sphere.
Our computer simulations and experiments have shown that the manipulator is not stiff in the lateral direction (along the axis). The stiffness in this direction is determined by the stiffness of the parallel mechanism, whose geometrical parameters were not chosen correctly. Thus, it becomes necessary to perform the dimensional synthesis of the mechanism and identify these parameters, which is the main goal of this article. The following section will explain the procedure for solving the synthesis problem in more detail.
4. Simulations and Results
Table 1 lists the geometrical parameters and joint constraints of the mechanism, which correspond to its computer model and prototype (
Figure 1). Design parameters
and
were sampled within bounds
and
with steps
. Considering condition
, we got
samples.
Next, we determined the mechanism workspace and computed the stiffness indices for various orientations of the end-effector: angle
was sampled in a range from
to
with a step of
(we ignored the negative values because of the symmetrical design of the mechanism). As an example,
Figure 8 illustrates the workspace boundary for various orientations with
and
. We computed the boundary using the chord method with chord length
and other parameters specified in
Table 2. Optimization problems (
17) and (
19) were solved in MATLAB using standard function “fmincon” with its default settings. The figure shows the workspace diminishes as angle
increases. The right vertical boundary of each workspace corresponds to right limit
(
Table 2), which was set for the chord method.
After that, we sampled the workspaces inside the obtained boundaries with sample steps
, four times smaller than chord length
d.
Figure 9 shows the sampling results for
and various values of design parameters
and
, which were obtained using algorithm (
25). The workspaces not only have different shapes, but also slightly displace along the
axis. This concludes the workspace analysis of the mechanism. Without loss of generality, we will exemplify subsequent results with these workspaces.
The next step was to determine stiffness maps, i.e., the distributions of stiffness indices
,
, and
over the obtained workspaces.
Figure 10,
Figure 11 and
Figure 12 show these distributions over the workspaces from
Figure 9. We defined drive stiffness
since it is just a scaling factor in Equation (
11). In this regard, the values of the stiffness indices in
Figure 10,
Figure 11 and
Figure 12 have no physical meaning, and we have omitted their units. Nonetheless, the stiffness maps allow us to estimate the regions of high and low stiffness and how it varies in percents.
Figure 10 indicates that the lateral stiffness is almost two times higher at the bottom of the workspace than on its top. This result is quite reasonable: in the uppermost configurations, the branches of the mechanism stay close to the vertical state, which lowers their ability to withstand lateral forces. If we compare
Figure 10d with
Figure 10b, we can see that the minimum value of
has increased three times (from 0.3 to 0.9). This is also an expected result: the “wider” the branches are, the better they withstand lateral forces.
For similar reasons, the vertical stiffness of the mechanism is higher at the top of the workspace, and it decreases as the branches have wider placements (
Figure 11). Thus, the indices of the lateral and vertical stiffness conflict with each other. On the other hand, the overall stiffness of the mechanism depends mainly on the relative location of its adjacent branches. The further these branches are to each other, the higher the overall stiffness is.
Figure 12a and
Figure 12b exemplify this behavior: here, difference
is equal to 250 mm and 100 mm, respectively, and the minimum value of
has decreased 2.6 times (from 0.13 to 0.05).
Figure 13 shows the extreme case when the adjacent branches coincide:
. The lateral and vertical stiffness indices behave like in the previous examples. The overall stiffness, however, is zero over the whole workspace (note the
multiplier of
in
Figure 13c). We can explain this result as follows. With coincident branches, the mechanism degenerates into a familiar four-bar linkage, which has one DOF. Therefore, the values of parameters
and
do not matter if they are identical—the mechanism will have a zero stiffness in each case.
For each combination of parameters
and
, we computed the average values of the stiffness indices and the workspace area using Equations (
26) and (
28).
Figure 14 illustrates the obtained results. The plots in this figure have a triangular form because we considered the combinations with
. The results match our previous discussions, and we can draw the following conclusions from these plots:
Average lateral stiffness increases as sum increases.
Average vertical stiffness increases as sum decreases.
Average overall stiffness increases as difference increases.
Workspace area W increases as sum decreases.
Finally, we performed the multi-objective hierarchical optimization of the design parameters according to
Section 3.5. As we discussed earlier, maximizing the lateral stiffness has the highest priority in this optimization problem. However,
Figure 14 shows that this objective conflicts with other stiffness indices. In view of the above, we defined the following priority factors for the objective functions:
where we set factor
for the overall stiffness higher than factor
for the lateral stiffness to not sacrifice too much overall stiffness. Scalar factor
was chosen equal to 1.2 after a series of numerical tests.
After the optimization, we got the following values of the design parameters:
and
, corresponding to the white squares in
Figure 14. Compared to the initial design parameters
and
(the white circles in
Figure 14), we have the following results:
Average lateral stiffness has increased by 54.1 %.
Average vertical stiffness has decreased by 10.3 %.
Average overall stiffness has decreased by 9.9 %.
Workspace area W has decreased by 12.1 %.
Although the lateral stiffness has significantly increased, the values of the other performance metrics have become smaller. This decrease, which we consider quite acceptable, is unavoidable because the performance metrics contradict each other.
Figure 10a,
Figure 10c,
Figure 11a,
Figure 11c,
Figure 12a, and
Figure 12c illustrate the workspace shapes and stiffness maps for the initial and optimized designs and
. The stiffness maps for other angles
have similar behavior, and we omit them for clarity.
This concludes the dimensional synthesis of the considered mechanism. The next section will discuss the obtained results and proposed algorithms.
5. Discussion
The symmetric design of the mechanism allowed reducing the number of unknown geometrical parameters to two coordinates of the joints. We achieved this reduction because certain parameters, like the platform width and actuator stroke limits, were predetermined in this study. The values of these parameters also affect the mechanism stiffness. We could include them in the dimensional synthesis problem, but its complexity would grow in this case. On the other hand, the reduced model clearly illustrates how the design parameters impact the performance metrics (
Figure 14). A designer can also use the obtained results without solving the multi-objective optimization problem, as we did in paper [
27].
The chord method applied to the workspace analysis represents an effective tool for finding the workspace boundary. Unlike conventional discretization approaches [
38], it does not need to presample the motion space of the end-effector and check the points outside its workspace. The chord method can also identify other types of workspaces at almost the same level of computational complexity [
39]. We used it to compute the reachable and dexterous workspaces of the considered mechanism [
26], while paper [
40] applied it to a spatial mechanism. Hay and Snyman [
41] showed how to use it for dimensional synthesis without subsequent sampling. The method limitations include computing the voids inside the workspace and treating the so-called bifurcation points, as discussed in [
33]. Nonetheless, we believe the chord method is a useful tool for workspace analysis.
Having found the workspace boundary, we reduced the workspace sampling to the point-in-polygon problem. Algorithm (
25) is a computationally efficient way to solve this problem because it relies only on simple mathematical operations. In paper [
34], the authors discussed other possibilities for improving this method and presented algorithm variations.
In the next step, we solved the multi-objective optimization problem using the hierarchical
-constraint method. We preferred this method to another commonly used approach, the weighting sum method [
42], for several reasons. First, we tried the weighting sum method with various weight values, but it usually gave us the “corner” solutions:
(inappropriate because of the zero overall stiffness) or
and
. In the latter case, the lateral stiffness
and overall stiffness
both increase by 51.8 % and 33.9 %, respectively, while vertical stiffness
and workspace area
W decrease by 9.8 % and 16.5 %. At first glance, these results appear more attractive compared to the hierarchical method. However, with these geometrical parameters, the workspace has almost a triangular shape, less suitable for practical applications. The hierarchical approach is more versatile because it allows us to get “intermediate” solutions. Its other benefit over the weighting sum method is that we do not need to normalize objective functions. Paper [
37] analyzes both methods in more detail.
Summarizing the performed research, we can mention the following directions for future studies that could improve the proposed algorithms and obtained results:
Enhancing the stiffness model. In
Section 3.3, we assumed the drives were the only source of mechanism compliance. We can get more accurate results if we consider the stiffness of the revolute joints, moving plate, cylinders, and pistons.
Modifying the optimization algorithm. In
Section 3.5, we solved the multi-objective optimization problem with the hierarchical approach and assigned a priority factor to each objective. Instead of setting these factors, it looks more attractive to a designer to explicitly specify the decrease rate of the low-priority objectives.
Experimental validation. The theoretical results presented in
Section 4 look reasonable, but they have not been verified in practice yet. To validate the results, we plan to estimate the end-effector displacements under the specified load using external measurement systems (e.g., a laser tracker or interferometer).
Figure 1.
Considered manipulator: (a) computer model; (b) prototype during the operation.
Figure 1.
Considered manipulator: (a) computer model; (b) prototype during the operation.
Figure 2.
The parallel mechanism: (a) general configuration; (b) lowest configuration.
Figure 2.
The parallel mechanism: (a) general configuration; (b) lowest configuration.
Figure 3.
Kinematic parameters of the mechanism.
Figure 3.
Kinematic parameters of the mechanism.
Figure 4.
Determining the starting point on the workspace boundary.
Figure 4.
Determining the starting point on the workspace boundary.
Figure 5.
Computing the workspace boundary using the chord method: (a) finding point by a circular search at point ; (b) angle depending on the value.
Figure 5.
Computing the workspace boundary using the chord method: (a) finding point by a circular search at point ; (b) angle depending on the value.
Figure 6.
Sampling rectangle that envelops workspace boundary . The blue and red dots are the examples of samples inside and outside the boundary.
Figure 6.
Sampling rectangle that envelops workspace boundary . The blue and red dots are the examples of samples inside and outside the boundary.
Figure 7.
Numbering of polygon vertices and edges: (
a) the numbers near the vertices inside the parentheses correspond to values
, while the blue numbers near the edges are values
; (
b) edge
with
and
and edge
with
and
will not be counted in algorithm (
25), as they do not match the if statements of the algorithm.
Figure 7.
Numbering of polygon vertices and edges: (
a) the numbers near the vertices inside the parentheses correspond to values
, while the blue numbers near the edges are values
; (
b) edge
with
and
and edge
with
and
will not be counted in algorithm (
25), as they do not match the if statements of the algorithm.
Figure 8.
Workspace boundary for various end-effector orientations (, ): (a) ; (b) ; (c) ; (d) . The squares correspond to the boundary points.
Figure 8.
Workspace boundary for various end-effector orientations (, ): (a) ; (b) ; (c) ; (d) . The squares correspond to the boundary points.
Figure 9.
Workspace sampling for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 9.
Workspace sampling for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 10.
Stiffness maps of for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 10.
Stiffness maps of for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 11.
Stiffness maps of for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 11.
Stiffness maps of for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 12.
Stiffness map of for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 12.
Stiffness map of for various parameters (): (a) , ; (b) , ; (c) , ; (d) , .
Figure 13.
Stiffness maps for the case when the adjacent branches coincide (; ): (a) lateral stiffness ; (b) vertical stiffness ; (c) overall stiffness .
Figure 13.
Stiffness maps for the case when the adjacent branches coincide (; ): (a) lateral stiffness ; (b) vertical stiffness ; (c) overall stiffness .
Figure 14.
The values of the performance metrics for various parameters and (): (a) average lateral stiffness ; (b) average vertical stiffness ; (c) average overall stiffness ; (d) workspace area W. The white circles correspond to the initial design with and ; the white squares correspond to the optimized design with and .
Figure 14.
The values of the performance metrics for various parameters and (): (a) average lateral stiffness ; (b) average vertical stiffness ; (c) average overall stiffness ; (d) workspace area W. The white circles correspond to the initial design with and ; the white squares correspond to the optimized design with and .
Table 1.
Geometrical parameters and joint constraints of the considered mechanism ().
Table 1.
Geometrical parameters and joint constraints of the considered mechanism ().
Parameter |
Value |
Platform width, w
|
298 mm |
End-effector length,
|
163 mm |
Minimum actuator stroke,
|
541 mm |
Maximum actuator stroke,
|
841 mm |
Minimum angle in joint ,
|
|
Maximum angle in joint ,
|
|
Minimum angle in joint ,
|
|
Maximum angle in joint ,
|
|
Table 2.
Parameters of the chord method for workspace analysis.
Table 2.
Parameters of the chord method for workspace analysis.
Parameter |
Value |
Chord length, d
|
40 mm |
Left limit of the workspace,
|
mm |
Right limit of the workspace,
|
200 mm |
Direction for the ray search,
|
|
Step for the initial guess in the ray search,
|
10 mm |
Step for the initial guess in the circular searches,
|
10 mm |