A Mechatronic Design Procedure for Self-Balancing Vehicles According to the MBSE Approach

Several types of self-balancing vehicles have been successfully developed and commercialized in the past two decades, both as manned vehicles and as autonomous mobile robots. At the same time, due to their characteristic instability and underactuation, a large body of research has been devoted to their control. However, despite this practical and theoretical interest, the current publicly available literature does not cover their systematic design and development. In particular, overall processes that lead to a finished vehicle starting from a set of requirements and specifications have not been examined in the literature. Within this context, this paper contributes a comprehensive mechatronic, dynamics-based procedure for the design of this class of vehicles; to promote clarity of exposition, the procedure is systematically presented using Model-Based Systems Engineering tools and principles. In particular, the proposed design method is developed and formalized starting from an original description of the vehicle, which is treated as a complex system composed of several interconnected multi-domain components that exchange power and logical flows through suitable interfaces. A key focus of this work is the analysis of these exchanges, with the goal of defining a minimal set of quantities that should be necessarily considered to properly design the vehicle. As a salient result, the design process is organized in a logical sequence of steps, each having well-defined inputs and outputs. The procedure is also graphically outlined using standardized formalisms. The design method is shown to cover all the mechanical, electrical, actuation, measurement and control components of the system, and to allow the unified treatment of a large variety of different vehicle variants. The procedure is then applied to a specific case study, with the goal of developing the detailed design of a full-scale vehicle. The main strengths of the proposed approach are then widely highlighted and discussed.