 Research Article
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Estimation of resistance force at steadystate sinkage for cylindrical wheeltyped lunar/planetary exploration rovers with function of push–pull locomotion
ROBOMECH Journal volume 7, Article number: 38 (2020)
Abstract
Planetary exploration rovers have required a high traveling performance to overcome obstacles such as loose soil and rocks. Pushpull locomotion rovers is a unique scheme, like an inchworm, and it has high traveling performance on loose soil. Pushpull locomotion uses the resistance force by keeping a lockedwheel related to the ground, whereas the conventional rotational traveling uses the shear force from loose soil. The lockedwheel is a key factor for traveling in the pushpull scheme. Understanding the sinking behavior and its resistance force is useful information for estimating the rover’s performance. Previous studies have reported the soil motion under the lockedwheel, the traction, and the traveling behavior of the rover. These studies were, however, limited to the investigation of the resistance force and amount of sinkage for the particular condition depending on the rover. Additionally, the lockedwheel sinks into the soil until it obtains the required force for supporting the other wheels’ motion. How the amount of sinkage and resistance forces are generated at different wheel sizes and mass of an individual wheel has remained unclear, and its estimation method hasn’t existed. This study, therefore, addresses the relationship between the sinkage and its resistance force, and we analyze and consider this relationship via the towing experiment and theoretical consideration. The results revealed that the sinkage reached a steadystate value and depended on the contact area and mass of each wheel, and the maximum resistance force also depends on this sinkage. Additionally, the estimation model did not capture the same trend as the experimental results when the wheel width changed, whereas, the model captured a relatively the same trend as the experimental result when the wheel mass and diameter changed.
Introduction
NASA, ESA, and JAXA have investigated past water activity or a clue to life on Martain or Lunar surfaces [1,2,3,4,5]. For investigating such planetary surfaces, surface mobility is one of the key factors for achieving a reliable mission, and many rovers have been developed in the world. The rover that is equipped with the function of a pushpull locomotion is a unique scheme, like an inchworm locomotion, and has a good traveling performance in the cylindrical wheeltyped rovers [6, 8, 10]. This scheme is a scheme that one side (front or rear) wheels are locked against ground, and they support a push or pull locomotion of the other side wheels using resistance force from the ground.
The autonomous traveling on a planet requires information between the wheels and soil. Understanding the interaction between a wheel and soil helps to design the traveling performance and model of a rover. The interaction between the lockedwheel and soil is the key factor for the pushpull locomotion rovers.
For this reason, many researchers have investigated this interaction for each pushpull locomotion rover or wheel walking robot. Sybel et al. [7] investigated the resistance force of each lockedwheel for a wheel walking robot around the 1960s. In 1998, Andrade et al. tried to estimate the traveling performance of this locomotion by constructing the lockedwheel model against soil for Marsokhod rover [8]. Wong [9] investigated soil flow beneath a lockedwheel during towing. Creager et al. [10] also observed the soil flow under a wheel and measured the traction and sinkage of Scarab rover during traveling. According to Sybel et al. [7], the lockedwheel sinks into the soil with an increasing sinkage, and this sinkage reach to close value to the steadystate value. This phenomenon is also observed in our previous study using the testbed rover [11].
Slipping of a locked (supported) wheel is a negative effect on this locomotion, whereas the resistance force against soil increases with an increasing sinkage. A large resistance force helps to support the repositioning of the other wheels’ motion. Analyzing especially the steadysinkage of the lockedwheel can lead to understanding the maximum resistance force. This analysis can contribute to constructing the accurate model for estimating the behavior of the lockedwheel and pushpull locomotion rovers. Although many studies have investigated the lockedwheel phenomenon and the traveling performance of pushpull locomotion, the amount of sinkage and its resistance force of each lockedwheel at different wheel seize and mass is yet to be determined. Additionally, the estimation model has not been developed.
This paper firstly aims to investigate sinkage and its resistance force of each lockedwheel on loose soil during towing through an experiment. Furthermore, this paper considers theoretically this phenomenon based on the terramechanics and soil mechanics and tries to estimate the steadystate sinkage and resistance force of each lockedwheel in the next.
Pushpull locomotion traveling mechanism
Figure 1 shows the schematic view of pushpull locomtoion testbed rover that is owned by our laboratory, and Fig. 2 also shows actual images of the traveling experiment on the surface with slope using this testbed.
The front wheels of the rover are firstly fixed to the ground at the initial position (Fig. 2a). Next, the rover can shrink its wheelbase using the resistance force of the front wheels (Fig. 2a–b). In the next, the rear wheels of the rover are fixed to the ground. Then, the rover extends its wheelbase using the resistance of the rear wheels (Fig. 2b–c). The rover can move to forward direction by repeating this scheme.
When the required resistance force that supports the other wheels’ motion is small, the necessary accumulated soil behind the wheels is small, whereas the lockedwheel needs large accumulated soil that supports the other wheel’s motion when the required force is large.
The behavior of the lockedwheel
As mentioned earlier, when the pushpull locomotion rover moves, the rover uses the resistance force generated by keeping the wheel related to the ground. When the resistance force generated by sinkage that depends on a vertical load of the wheel is less, the wheel sinks into the soil until the required resistance force rises.
This section describes the force component of the total resistance force and sinking mechanism of the lockedwheel.
Resistance force
According to Wong’s study [9], when the lockedwheel acts on the soil, a wedgeshaped soil (area A) is formed in front of the wheel, and it pushes the soil mass area B, behaving like a bulldozing blade. Based on Wong’s study [9], this study assumes a virtual plane between soilwedge area A and B and assumes that the soilwedge area A moves together with the wheel and pushes soilwedge area B. As shown in Fig. 3, this paper consider that the resistance force consists of five forces as follows:
where, \(F_1\) is the passive earth force of area B, which is calculated as the force of a virtual plate. \(F_2\) is the shear force under the soil wedge of area A. \(F_3\) is the side friction force in area A. \(F_4\) is the friction force on the side surface of the wheel, and \(F_5\) is the friction force between the wheel surface and soil. In this study, the wheel for the experiment has a smooth side surface; therefore, the friction force \(F_4\) is expected relatively small. Hence, force \(F_4\) is negligible. \(z_0\) indicates the sinkage of the wheel, and it increases depending on an increasing towing distance.
Wheel sinkage based on terramechanics theory
Terramechanics studies defined the interaction between a wheel and soil. In 1969, Bekker defined the pressuresinkage relationship of a plate as shown in Fig. 4. According to Bekker [12], the normal stress p(z) acts on a plate when a plate sinks into loose soil as shown in Eq. (2).
where \(k_c\), \(k_\phi, n \), are the pressuresinkage parameters that depend on soil types. b indicates the width of a rectangular contact area of a plate.
Additionally, Bekker defined the rigid wheelsoil interaction model on loose soil based on the pressuresinkage model as shown in Fig. 5. The phenomenon of a wheel differs from a plate because sinkage varies in its position. The sinkage under the wheel is large, whereas the sinkage that is close to the surface of the contact area is small. The equilibrium equations for the vertical direction of a towed rigid wheel can be writtern as follows Eq. (3):
where \(\sigma \) is the nromal pressure. \(w_w\) and r are the wheel width and radius. \(W_h\) is the wheel weight. \(\theta _s\) is the contact angle. The normal pressure \(\sigma \) acting on the wheel rim is assumed that it is equal to the normal pressure p beneath the plate at the same depth z. Hence, \(\sigma r \cos \theta d\theta \) equals to p dx. Using the pressuresinkage relationship Eq. (2), the equilibrium equation for the vertical direction is as follows:
where \(z_0\) is the sinkage. When the wheel sinkage is small, from the geometry shown in Fig. 5, the position x is as follows:
where D is the wheel diameter.
Then, substituting Eq. (6) into Eq. (4).
Then, using \(z_0  z =t^2 \), then \(dz = 2t dt\), Eq. (7) is
Expanding \((z_0  t^2)^n\), and using the first two terms \(({z_0}^nn{z_0}^{n1}t^2)\), Eq. (8) is as follows:
Rearranging Eq. (9) it becomes,
Equation 10 indicates the sinkage of a wheel depends on its vertical load [9].
Estimation method for the steadystate sinkage of the lockedwheel
This study applies the wheelsoil interaction model defined by Bekker to estimate the steadystate sinkage of the lockedwheel, especially using Eq. (10). When the wheel is towed, the wheel moves dynamically. However, previous studies indicated that the resistance force acting on a plate from soil has weak velocity dependency when the velocity is small [13, 14]. Although the wheelsoil interaction model is constructed based on the pressuresinkage relationship, when the velocity is small, the phenomenon can be assumed close to a static. Thus, this paper postulates the wheelsoil model can be applied to the lockedwheel.
Estimation method for the maximum resistance force of the lockedwheel
The method was based on an observation by Wong [9]. As mentioned eariler, Wong’s observation assumed that soil wedge area A behaved like a plate and acted on soil mass area B. This paper, therefore, assumes that the soil wedge area A move together with wheel and pushes soil wedge area B, and the slipsurface beneath the soil wedge is a constant shape. This section describes each force acting on the lockedwheel as shown in Fig. 3.
Classical analytical model for calculating force \(F_1\) against area B
There are several analytical models for predicting force of plate tools against soil mass have been widely studied since the 1960s [15,16,17,18,19,20]. Analytical models have been developed for estimating or calculating earthmoving, excavation, and cutting force of a bucket. These models were summarized by [21], and the models have been verified by several types of research [22,23,24]. Furthermore, Yeomans et al. and Scott et al. [14, 25] proposed the leg model for planetary rovers and estimated its resistance force using these analytical models.
The analytical model for applying to the lockedwheel model requires the ability to consider the accumulated soil behind the wheel. The analytical models, however, have different abilities depending on the model. According to Blouin et al. [21], Osman, Mckyes, Grisso, Swick and Perumpral, and Zeng [15, 17,18,19,20] model can consider the accumulated soil. Osman model, however, contains indeterminate parameter referring to [22], and Mckeys and Swick & perumpral model represents equivalent results according to [23].
Furthermore, our previous plate bulldozing tests confirmed that Mckyes model indicates a close value to the experiments. Form this result, we chose Mckyes model for calculating force \(F_1\) in this paper.
Mckyes model
In 1985, Mckyes et al. [17] proposed the earthmoving model that was first introduced by Reece [26]. Mckyes model can consider the effects of the soiltool adhesion \(C_a\), soil cohesion c, soil weight \(W_b\), blade width \(w_w\), and surcharge q. The model assumes that the soil slip on the tool surface and within the soil itself. Then, the frictional component of shear strength on the two slip lines have been combined with perpendicular forces to form resultant forces \(F_T\) and R, and cohesional resistance forces \(C_aL\) and \(cL_1\) as shown in Fig. 6 [17]. The total force \(F_T\) acting on the plate is derived using Terzaghi’s soil bearing capacity factor N as follows:
where \(\beta \) is the rake angle. g is the earth gravity. \(\rho \) is the shear plane failure angle. \(\phi \) is the internal friction angle. \(\gamma \) is the soil density. \(\delta \) is the external friction angle. q is the soil surcharge. Herein, this paper assumes that the soil surcharge q is constant along the wheel width, and \(\rho \) is generally found based on the assumption that the soil failure will occur at the angle \(\rho \) which give the weakest resistance force. This can be estimated by determining the value of \(\rho \) at which \(N_r\) is minimized.
where \(F_{Th}\) represents the horizontal force of the total force \(F_T\) acting to the plate. Herein, force \(F_{Th}\) indicates \(F_ 1\) of area B (Fig. 3). This force can be generated by acting soil mass of area A, like a plate. The parameters used for the analytical model as shown in list of notations (Table 1).
Shear and friction force \(F_2\), \(F_3\), \(F_5\) of area A
In area A, shear strength \(F_2\) beneath the soil wedge is derived from Coulomb’s failure criterion, and side friction force \(F_3\) is calculated based on earth pressure at rest coefficient as follows:
where \(W_s\) is the soil weight of the soil wedge and \(W_h\) is the wheel weight. For the side friction force calculation, vertical normal stress at depth \(z_0\) is:
where \(\sigma _b\) is the wheel weight per unit area. Then, the horizontal normal stress is:
where \(K_0 = 1\sin \phi \) [27] is the coefficient of earth pressure at rest. Side friction force \(F_3\) is derived as follows:
where \(A_{area}\) is an area of the side surface of the soil wedge in area A.
The frictional force \(F_5\) is determined by the shear stress \(\tau \), which is calculated based on MohrCoulomb model, in the tangential direction at an arbitrary point on the wheel surface as follows [12]:
where \(\sigma \) is the normal pressure on the wheel surface. \(c_w\) is the soilwheel adhesion. \(\delta \) is the toolsoil friction angle. Therefore, the sum of the horizontal component of the shear force \(\tau \cos (\theta )\) along the wheel surface is the force \(F_5\) between the wheel surface and soil as follows:
where \(w_w\) is the wheel width. r is the wheel radius, and \(\theta _o\) indicates the wheel contact angle at the soil surface. The calculation is performed using the soil and wheel parameters Tables 2, 3
Experiment
Fig. 7 depicts the schematic view of the experimental setup for the towing test. The soil bin area is width, length, and high of \(\mathrm {0.3}\), \(\mathrm {1.2}\), and 0.18–0.2 \(\mathrm {m}\), respectively, and Silica Sand No. 5 fills that area. The size of the wheel is set as a basis of the rover testbed (Fig. 1) [11]. For the towing test at different wheel sizes, the wheel size is 0.17, 0.20, 0.28, and 0.35 \(\mathrm {m}\) in diameter, 0.04, 0.06, 0.08, and 0.1 \(\mathrm {m}\) in width (Fig. 8). The wheel mass is from 1.0 to 2.5 \(\mathrm {kg}\). Tables 2, 3 summarizes the experimental conditions, the soil parameters, and variables for calculating the resistance force. In this system, the wheel can move to a vertical direction freely; that is, the towing motion does not affect the vertical motion. The wheel sinkage depends on the vertical load of the wheel. The wheel unit connects to the towing unit via the towing rope. For investigating the effect of the towing velocity on the force, the towing speed is 0.00341, 0.017, 0.0341, and 0.051 \(\mathrm {m/s}\). The rotational speed of the towing motor shaft is 100, 500, 1000, and 1500 rpm by PID control, and the towing speed of the wheel unit becomes the abovementioned velocities. The Motion Capture System measures the displacement, and the force sensor also measures the resistance force of the wheel. Tables 4, 5 summarize the specification of each system. The experimental trials are 5–10 times in each condition. The detailed procedure is as follows:

A leveling plate with spikes stirs up the soil at first. Then, the leveling plate smooths the soil surface along the sidewall of the soil box without compaction.

The wheel slowly and carefully is set on the soil surface.

The rope tows the wheel unit at each constant speed.
Experimental result
Raw data
Figure 9 provides the actual image of the towing experiment. Figure 10 also shows the raw data of the typical experiment. Each graph indicates the sinkage and resistance force. As shown in Fig. 9, 10, the wheel sinks into the soil with an increasing sinkage, and the resistance force also rises. Then, the sinkage reaches a steadystate value.
Velocity dependency
Figure 11 shows the relationship between the resistance force and sinkage at different towing velocity. The difference between each value is small; therefore, the velocity dependency of the resistance force is weak under the towing velocities adopted in this paper.
Sinkage at the steadystate condition
Figures 12, 13, 14 present the steadystate sinkage at different wheel mass, width, and diameter. The continuous lines indicate the theoretical results calculated by the sinkage model Eq. (10), and each plotted points indicates the experimental results of the sinkage at each steadystate condition.
The amount of sinkage increases with an increasing wheel mass, whereas it decreases with an increasing wheel width and diameter. This is because when the wheel width and diameter increases, the ground contact area becomes large. Consequently, the amount of sinkage can be reduced. The calculated results capture relatively the same trend as the experimental results.
Resistance force at the steadystate condition
Figures 15, 16, 17 also provide the resistance force at different wheel mass, diameter, and width. The continuous line indicates the theoretical value calculated by the resistance force model Eq. (1) and the data points indicate the resistance force when the sinkage becomes a steadystate value.
The resistance forces of the experimental results increase with an increasing wheel mass, whereas when the wheel diameter and width increase, the trend of the resistance force indicates a relatively decreasing trend as shown in the graphs Figs. 16, 17. The decreasing trend can be considered to be caused by decreasing the steadystate sinkage with an increasing wheel width and diameter. Although the theoretical value captures the trend of the resistance force depending on the wheel mass and diameter, the trend of the resistance force depending on the wheel width is relatively different. Furthermore, the change of the resistance forces depending on the wheel width and diameter is relatively small.
Discussion
Steadystate sinkage and resistance force of the lockedwheel
According to Sybel et al. [7], the sinkage increased with an increasing distance where a wheel was towed, and the sinkage and force finally reached to a steadyvalue. The same increasing trend was confirmed as shown in Fig. 10. Additionally, experimental results in this paper confirmed that the steadystate sinkage depended on the contact area and wheel mass (Figs. 12, 13, 14), and the maximum resistance force depended on this sinkage (Fig. 15, 16, 17). Although the sinkage becomes large, the wheel mass especially contributes to improving the resistance force. When the wheel width and diameter increases, the contact area becomes large. However, the amount of sinkage decreases. Consequently, the change of the resistance force at steadystate sinkage depending on the wheel width and diameter can be considered small. To decide the required resistance force and the allowable steadysinkage, this information can help to estimate the traveling performance of pushpull locomotion.
Estimation model of the steadystate sinkage and resistance force
Previous studies mainly confirmed the sinking behavior and resistance force experimentally [7, 9, 10, 28]. Andrade et al. [8] developed the estimation model of the resistance force especially for the lockedwheel of the Mrasokhod rover. However, theoretical consideration between the steadystate sinkage and maximum resistance force at different wheel size has remained unclear.
From experimental results, the velocity dependency of the resistance force was weak under the velocity adopted in this paper. Previous studies confirmed that the dependence of the plate force on the velocity at the lowspeed range 1 or 10–50 mm/s [13, 14] was weak. Additionally, the dependence of the towing speed at 20–180 cm/s for the plate force was confirmed small effect [29]. The experimental results indicated the same trend as the previous studies and suggested that the velocity dependency on the resistance force of the lockedwheel was weak. From this, the pressuresinkage relationship of the lockedwheel can be considered as a static phenomenon under the towing velocity in this paper. This result suggested that the wheelsoil interaction model defined by Bekker can be applied to estimate sinkage of the lockedwheel.
The theoretical calculation for the steadystate sinkage based on terramchanics theory represented the same trend as the experimental results of the steadystate sinkage at different wheel mass, diameter, and width (Figs. 12, 13, 14, 15, 16, 17). This result suggested that the model can be used for estimating the steadystate sinkage of the lockedwheel.
Although the trend of resistance force at different wheel width calculated by Eq. (1) relatively differed from the experimental results (Fig. 16), the theoretical result at different wheel diameter and mass indicated relatively the same trend of the experimental results (Figs. 15, 17).
The model indicated Eq. (1) includes some assumption. For example, the accumulated soil toward the towing direction was assumed uniform. However, our previous observation confirmed that the shape of an embankment behind the wheel along the wheel’s width direction is nonuniform, like a fanshaped. Furthermore, Higa et al. [30] indicated that the stress distribution beneath the wheel along the wheel’s width direction was also nonuniform. That is, the phenomenon and geometry in the soil wedge along the wheel width direction can be present nonuniform.
Furthermore, the theoretical model assumed a virtual plane between the soil wedge area A and B and assumed a constant slip surface beneath the soil wedge.
Further improvement in the lockedwheel model for steadystate values should consider the nonuniform phenomenon along the wheel width and validate assumption of the soil wedge, and slip surface. These considerations may allow an even closer value to the experimental values.
Conclusion
Lockedwheel behavior is a key factor for designing a pushpull locomotion rover. Understanding steadystate sinkage and its resistance force lead to understanding the maximum force that the locked wheel can generate. For this reason, this paper investigated the relationship between steadystate sinkage and the resistance force of the lockedwheel at different wheel mass, diameter, and wide. Additionally, we estimated the steadystate sinkage using the wheelsoil interaction model based on terramechanics at first, then tried to estimate the resistance force against its sinkage using the lockedwheel model based on soil mechanics. The experimental results clarified the steadystate sinkage and resistance force at different wheel sizes. Furthermore, the estimation of the sinkage and resistance force gave theoretical consideration. The main conclusions are as follows:

The steadystate sinkage depends on the contact area and mass of the locked wheel. As the width and diameter increases, the steadystate sinkage becomes small, whereas when the width and diameter become small, the sinkage also becomes large. As the mass increases, the stadystate sinkage also increases.

The maximum resistance force especially depends on the steadystate sinkage. Although the sinkage becomes large, increasing the wheel mass contributes to an increasing resistance force. Additionally, as an increasing wheel width and diameter, the resistance force becomes small because of decreasing the steadystate sinkage.

The wheelsoil interaction model based on terramechanics captured relatively the same trend as the steadystate sinkage of the experimental results. Although the further consideration of the accuracy of the model and validating assumptions included in the model are necessary, the resistance force model using steadystate sinkage indicated relatively the same trend as the experimental results at different wheel diameter and mass.
This knowledge can contribute to the design for the traveling performance of pushpull locomotion. Furthermore, when the accurate model of the lockedwheel will be constructed through further consideration, the model can be used for unmanned control of the rovers. Further works comprise validating the accuracy of each model, considering the gravity effect, analyzing the behavior of the lockedwheel on any soil types such as regolith simulant of the planet, and constructing the pushpull locomotion model that uses the locked wheel model for autonomous control.
Availability of data and materials
The datasets used and analyzed in this study are available from the corresponding author upon request.
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Acknowledgements
This work was supported by JKA and its promotion funds from KEIRIN RACE.
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The development of the experimental system, rover system, and analysis of this study were funded by JKA.
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DF developed the methodology of the resistance force model and performed experiments and analyzed data. DF also drafted the manuscript. NT developed the methodology of estimating the steadystate sinkage. TO developed the towing experimental system. KI edited and revised manuscripts. All authors read and approved the final manuscript.
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Fujiwara, D., Tsujikawa, N., Oshima, T. et al. Estimation of resistance force at steadystate sinkage for cylindrical wheeltyped lunar/planetary exploration rovers with function of push–pull locomotion. Robomech J 7, 38 (2020). https://doi.org/10.1186/s40648020001830
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Keywords
 Pushpull locomotion
 Resistance force
 Loose soil
 Terramechanics