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ABSTRACT [7] and the TOP [8], are two examples of commercially
People with (neuro-)muscular diseases have problems lifting available non-powered orthoses.
their arms against gravity because of degeneration of their Robotic manipulators and powered orthoses are intended
muscles. Many of them are in need of a device that supports the for the weakest patients, who in some cases have virtually no
weight of their arms, so as to regain some independence. muscle force. Passive (non-powered) orthoses require muscle
Existing solutions do not meet all of the requirements. This effort for accelerating and decelerating, and to overcome
paper presents the design of a new type of spring-compensation friction and balancing errors. Moreover, objects or clothing are
mechanism which is adjustable to varying load. The most not accounted for during the initial adjustment of the spring
important part of this design is a wrapping cam with variable mechanism and therefore need to be carried by muscle force. In
transmission to compensate for errors, which rolls on a support particular the latter effort can be substantial, and disqualifies
plane to minimize friction. non-powered orthoses for many patients.
To make non-powered orthoses available to a wider group
INTRODUCTION of patients, this paper proposes a design of an adjustable
People suffering from (neuro-)muscular diseases like Spinal gravity balancing mechanism with low friction in order to
Muscular Atrophy (SMA), Duchenne Muscular Dystrophy reduce the operating effort associated with non-powered
(DMD) and Limb Girdle, have problems lifting the arms orthoses. The conceptual and dimensional design will be
against gravity. Consequently, they are not able to perform presented. Additionally, preliminary patient evaluations will be
various Activities of Daily Living (ADL) independently. discussed.
Nevertheless, many still have enough strength and feeling in
their hands to be able to use them in a useful way. Therefore, FIRST PROTOTYPE
some of those patients desire a device that enables them to From a clinically driven approach it was found [10] that key
make use of their hands in a larger range of motion than they factors for a useful orthosis are an inconspicuous appearance,
can reach themselves. good comfort of wearing under different circumstances
Known assistive devices available can be subdivided in (clothing), easy operation (low mental effort). Also it was
three major groups [10]. Firstly, a number of rehabilitation found that the fixed arm rest may not be sacrificed for it is
robotic manipulators have been developed. Two of them have essential for trunk balance. Finally, in principle, a non-powered
been successfully commercialized [1]: the MANUS and the device was preferred because this concept inherently uses the
Handy 1. A second group are powered orthoses, for example natural control still present, and because low energy
the MULOS [2]. The work presented in [3] on the Upper Limb consumption is a vital issue, especially for those persons using
Motion Assist System with Parallel Mechanism should also be respiration augmentation. It was concluded that the technology
included in the powered orthoses group. A third group is of static balancing would be useful.
formed by non-powered orthoses, typically based on static Initially, it was assumed that a previously developed
balancing using springs. Reference [4] and [5] are two of the mechanism could be used for the purpose of balancing the
earliest. Current efforts include [6]. The Radial Arm Orthosis patient's arm. This mechanism, called Anthropomobile Robot
m
L
r2
k1 a
k2
(a) (b)
Arm, is a two-link open chain with four degrees of freedom, Figure 2. Parallelogram linkage and balancer design used for the
statically balanced by two zero-free-length springs [9], which second prototype: (a) diagram showing parameters, (b) diagram
could in principle be placed alongside the patient's arm, with showing use as arm support.
connections to both upper arm and forearm. However, a
satisfactory conceptual design was not found.
A review of the force analysis led to another solution
of the fitting with respect to comfort and easy donning and
principle [10]. In this solution, a paradigm shift was made by
doffing, general improvement of appearance. These aspects
realizing that the patient's shoulder joint is very well capable of
will be briefly illustrated in this section. Subsequently, this
carrying a part of the arm mass. It was found that the patient's
paper will be constrained to the design of the adjustable gravity
arm can be perfectly statically balanced while in fact only
balancer.
around 75% of the patient’s arm mass is supported by the
The linkage was changed by selecting in fact the other
orthosis. Moreover, only a single point needs to be supported,
branch of the inverse kinematic solution (Fig. 2 [14]). For this
as opposed to the previous concepts, where two interfaces are
linkage, the workspace was optimized, aiming at a compact
required and the mechanism needs to be arranged alongside the
mechanism fixed at a convenient location. The resulting link
arm.
lengths are 280 mm for the base link and 320 mm for the end
A first prototype (Fig. 1) was developed based on this
link. An offset is incorporated in the end link to avoid
principle [10]. Kinematically, the mechanism is a hybrid
interference with the user’s elbow.
version of a serial (open-loop kinematic chain) and a parallel
A comfortable fitting was achieved by a design that
(closed kinematic chain) mechanism, combining their
requires only pure normal forces (no shear) on the interface,
advantages of a large range of motion and all springs connected
and has sufficient free skin for good perspiration. It can be put
to the base ([11], [12], [13]).
on and off by the users themselves.
Home visits were performed with three users. All of them
The appearance design was suited to a young user group
were capable of lifting their arm against gravity (Fig. 1), and
while still being inconspicuous and compact.
found the concept promising, in particular the esthetics, the
single point support and the fact that the fixed arm rest does not
ADJUSTABLE BALANCER DESIGN
need to be removed. In spite of this result, some improvements
were found necessary. Firstly, the end link of the mechanism
Conceptual design
interferes with the fixed arm rest. Secondly, slight unbalance
Results of a series of tests with potential users showed that the
was present in the fitting design. Thirdly, in weak patients, the
compensation mechanism should meet the following
combination of the balancing error and friction proved to be
too great, even though ball bearings were used throughout the requirements:
mechanism. The maximum balancing error (5% relative to 2.3 • Several users indicated that they wanted to be able to
kg user’s arm weight) occurred when reaching far forward. ‘switch the device off’, whereas the heaviest user arms
weigh approximately 3 kg, excluding clothing and picked-
SECOND PROTOTYPE: ARMON up objects. Therefore it was decided to aim at an
To reduce the problems present in the first prototype, a second adjustability from 0 to 3.5 kg.
design iteration was decided upon. Four areas of improvement • Available space for the total mechanism is about
were identified: optimization of linkage design to eliminate 150x190x55 mm, determined by the available space on the
interference and to minimize the link lengths, optimization of wheelchair below the fixed arm rest (or table) and the
balancing quality and adjustment of the balancer, improvement
Selection
Taking the above three concepts into consideration, it is clear
that the required range of adjustment can not be met. If the
links need to swing through the line between the pivot and
point a, then a should be larger than r at all times. The
mechanism using ideal springs is extremely limited in range of
adjustment.
A second problem is that none of the three systems fits
within the available space [15]. The length of the springs
appears to vary according to:
Figure 4. Principle of proposed gravity compensation mechanism: the
L0 + (a min − r ) < Ls < L0 + (a max + r ) (6) spring is connected by a string to a wrapping (non-circular) cam,
which rolls over a support plane. Another wrapping cam (larger
To limit forces on the links, length r can not be chosen too circular disk) is used to connect a string to the linkage to be balanced.
small. If an adjustment range of 1.75-3.5 kg should be met,
then a must vary from amin to amax=2amin. It should also be taken
into account that to enable large extension, springs have a large
diameter. All together the springs require at least 300 mm of [17] and Kobayashi [18] did research on a different class of
length [15]. compensation mechanisms, consisting of two pulleys with
different (varying) radii, used to convert the linear potential
Fourth concept energy function of a mass to the quadratic potential energy
The major problem with the above concepts is the lack of space function of a spring:
required to fit the mechanism. None of the three concepts could
be fitted inside the available space. A large part of the length mgh(β ) + C
f (β ) = (9)
available was needed for extension of the springs. By using a
k (s (β ))
1 2
pulley with transmission the total required length can be 2
reduced. Through replacing the pulley of the second concept by It is proposed to combine these elements to obtain a
one with a transmission, the space requirements can be met. compact spring compensation mechanism, with low friction,
However by solving this problem, other problems arise. The and small compensation error. The system will be named after
pulley-arrangement consists of a large pulley leading to the the error-compensating rolling pulleys. It is shown in Fig. 4.
linkage, and a smaller pulley leading to the springs. To The Siemens design compensates for a single analytically
establish the desired transmission, the larger pulley becomes so determinable function. However, this design has to deal with a
large that the error introduced can no longer be neglected. A number of different errors, that all should be compensated for
second problem is that, because of the transmission, the forces in the radius of the smaller pulley. A method for solving this
on the pulley are increased, which introduces additional problem must therefore be developed.
friction. The following conditions should be met:
ENERGY METHOD
mgLf 2 = kar (7)
The design of the rolling pulleys is to be optimized to minimize
operating forces. The potential energy released by moving
⎛a +r⎞
Fmax = k ⎜⎜ max ⎟⎟ (8) down a mass is to be stored in springs, thus keeping the total
⎝ f ⎠ amount of energy in the system constant:
where f is defined as the ratio between the larger pulley and the mgL sin α + 12 ks 2 = C (10)
smaller pulley (f >1). The spring stiffness increases by a factor
of f 2, the maximum force on the pulley increases by a factor If a good estimate can be made for the constant C, which
of f. By using rolling link mechanisms instead of ball bearings depends on the mass to be balanced (and therefore on the
the total friction can be decreased by factor of 2 [16]. A adjustment), the energy needed to be stored in the springs can
problem using a rolling pulley is the travel of the pulley, which be determined. Knowing the potential spring energy, and given
adds an extra error to the compensation. a certain spring stiffness, the extension of the springs can be
A solution for decreasing the compensation error can calculated.
possibly be found in use of a variable transmission. Siemens
C = V s = 12 ks 2 =
mgL 2
2ar
(
a + r2 )2
(11)
DIMENSIONAL DESIGN
Between the configuration of the linkage and the corresponding
spring extension, the geometry of the whole system is involved.
It seems to be sensible to split the system into two parts: a first
part consisting of the linkage up to the larger circular cam, and
a second part consisting of the smaller non-circular cam and the Figure 5. Kinematics of the first part of the mechanism: the linkage
springs. This is even more so because the dimensions of the and the larger circular rolling cam. The smaller non-circular cam is
linkage are largely predetermined by range of motion drawn with dotted lines.
requirements. The second part, in particular the non-circular
cam, can now be adjusted to meet the criterion of potential
spring energy. Because this part of the system includes a
compliant element, the springs, no requirements are made on Values for all parameters can be found in Table 1. The fixed
the kinematics, and it can be fully determined by energy. parameters are selected with respect to the rest of the design.
Subscript i indicates that the value changes with the
Kinematics of first part: linkage and circular cam configuration of the mechanism, subscript j indicates a setting
The linkage kinematics can be described by a vector loop of the adjustment, subscript 0 indicates a starting value for
closure according to: calculation, the real value for this parameter is obtained by
solving the set of equations.
∑
n
r
i =1 i
=0 (12)
Table 1: Lengths and angles of vectors
Figure 5 provides a schematic representation of the first part of Variable Length Variable Angle [rad]
the mechanism. The geometry of this system can be described [mm]
by four equations. First the vector loop can be split up in r1 28.75 φ1i (position) 5/4 π…22/9 π
Cartesian coordinates, giving the first two equations: r2 1.25 φ2i φ1i-π/2
r3 = r2 φ3i φ4i+π/2
r1 cos ϕ1i + r2 sin ϕ1i + r4i cos ϕ 4i r40 37 φ40 3π/2
+ r5 sin ϕ4i − r2 sin ϕ 4i + r7 i sin ϕ8 j (13) r5 25 φ5i φ4i-π /2
r6 3 φ6i φ8j
+ ( r6 + r8 j ) cos ϕ8 j + r9 cos ϕ9 = 0 r70 54.98 φ7i φ8j-π /2
r8 106.99 Φ8j (adjustment) 0.1845…0.5
r9 136.64 φ9 2.3412
r1 sin ϕ1i − r2 cos ϕ1i + r4i sin ϕ4i β0 0
− r5 cos ϕ4i + r2 cos ϕ 4i − r7 i cos ϕ8 j (14)
The third and fourth equations represent the rolling conditions.
+ ( r6 + r8 j ) sin ϕ8 j + r9 sin ϕ9 = 0 The cable wraps around the pulley with radius r5, and around
the rounded edge of the link with radius r2. Angle β represents
where ri represents the length of a vector, whereas φi represents the angular position of the cam:
the angle between the horizontal and the vector, measured
⎛ 3π ⎞
counterclockwise. Because of orthogonality φ2i = (φ1i-π/2), φ3i r4i = r40 − r2 (ϕ1i − ϕ 4i ) + r5 ⎜ β i + β 0 + − ϕ 4i ⎟ (15)
= (φ4i+π /2) φ5i = (φ4i-π /2), φ6i = φ8i and φ7i = (φ8i-π /2). ⎝ 2 ⎠
100 angles φ1i, the position of the link-mechanism, φ8j, the position
50
of the adjustment mechanism, and β, the position of the cam.
0
Kinematics of the second part: the non-circular cam
18
15 The geometry of the second part of the mechanism is shown in
180
12
9
135 figure 7 and described by the following equations:
90
6 45
3 2
Ls = u 2 + v 2 − rv
0
φ8
0 -45 (17)
φ1
⎛ u ⎞ ⎛ rv ⎞
Figure 6. Cam position as a function of the linkage configuration and χ = arcsin⎜ ⎟ + arcsin⎜ ⎟ (18)
the compensation setting. ⎜ 2 2 ⎟ ⎜ 2 2 ⎟
⎝ u +v ⎠ ⎝ u +v ⎠
where χ is defined as the angle between rv and the vertical, u is
defined as the horizontal distance from axis to spring
attachment point, and v is the vertical distance. As the rolling
cam travels while rotating, the angle in which the springs arrive
at the pulley varies a little. For every position of the pulley this
should be compensated by subtracting angle χ from angle β.
Optimization of cams
Combining equations 10 and 11 gives the desired potential
spring energy in every position of the mechanism:
(19)
2ar sin α
desired spring extension The mass to be compensated is proportional with the distance
40
a, the position of the mechanism is represented by α. Using the
35 following equation, the desired potential spring energy can be
converted to desired spring extension:
30
25
s=
2V s
=
(a 2
+ r2 )
2
(20)
k kar sin α
s desired
20
Table 2: parameters fits The resulting cam shapes are plotted in Fig. 10.
p1 p2 p3 p4
1st order 10.1 5.925 0 0 RESULTS
2nd order 9.921 6.184 -0.0639 0
3rd order 9.667 6.903 -0.5025 0.07134 Theory
The result for the third order cam is plotted in Fig. 11. The
Now that the desired spring extension for every position of sharp peaks in the surface around φ1i = 0 are caused by string
the cam is known, the shape of the pulley that meets this and link being not exactly aligned.
extension curve can be sought. The simplest case is the linear As long as the adjustment of the mechanism is controlled
fit. The following equation describes the extension for a by the user, there is free choice in finding the best adjustment.
circular cam: Not only can the user choose a position of the mechanism
where the mean error is minimal, he can also choose a position
s (β ) = ρβ + s 0 (22) in which the maximum error is minimal. Figure 12 presents the
10
-5
-10
-15
20
15 200
150
10 100
5 50
0
0 -50
φ8 φ1
Figure 11. Minimum mean error of 3rd order cam (percent of set
weight).
Figure 13. Prototype of the adjustable compensation mechanism.
compensation error 3rd order polynomial
REFERENCES
[1] Mahoney RC (1997) Robotic Products for Rehabilitation: Status and
Strategy, Proceedings of the 5th ICORR.
[2] Johnson GR, Buckley MA (1997) Development of a new Motorised
Upper Limb Orthotic System (MULOS), RESNA ’97, pp399-401.
[3] Homma K, Arai T (1995) Upper Limb Motion Assist System with Parallel
Mechanism, JRSJ, Vol. 15, Num 1, pp90-97.
[4] Chyatte SB, Vignos PJ (1965) The Balanced Forearm Orthosis in
Muscular Dystrophy, Arch. of Phys. Med. & Rehab., p633-636.
[5] Skorecki J (1971) Biomechanical Applications of the Synthesis of
Mechanisms, Proceedings of the Third IFToMM World Congress, Kupari,
Yugoslavia, Vol. E, Paper E-24, pp311-322.
[6] Rahman T, Sample W, Seliktar R, Alexander M, Scavina M (2000) A
Body-Powered Functional Upper Limb Orthosis, JRRD, 37(6).
[7] Radial Arm Orthosis (2001) Universal Healthcare Systems,
http://www.uhs1.com/radial.html.
[8] Focal TOP, http://www.focalmeditech.nl/
[9] Herder JL, Tuijthof GJM (2000) Two Spatial Gravity Equilibrators,
Proceedings ASME DETC, Paper number MECH-14120.
[10] Cardoso LF, Tomazio S, Herder JL (2002) Conceptual design of a passive
arm orthosis, Proceedings ASME DETC, No: MECH-34285.
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[12] Streit DA, Shin E (1993) Equilibrators for planar linkages, Journal of
Mechanical Design, 115(3)604/11.
[13] Herder JL (2001) Energy-free Systems, PhD-Thesis, Delft University.
[14] Herder JL (2005) Development of a statically balanced arm support:
ARMON, Proceedings of IEEE ICORR2005.
[15] Lucieer P. (2004) An adjustable compensation mechanism for a passive arm
support, MSc-Thesis, Delft University of Technology.
[16] Vrijlandt N. (2003) – Internal Report, MicroGravity Products.
[17] Kobayashi K. (2001) New Design Method for Spring Balancers,
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