Abstract
This paper designs an adaptive fractional-order sliding mode controller for an inverted pendulum–cart system. The input force is determined to stabilize the system and adjust the cart position and the pendulum angle to zero. A hierarchical sliding mode control approach with novel fractional-order sliding surfaces, including a fractional-order integral term, an ordinary derivative term, and a proportional term, is chosen to attain this purpose. The control signal is determined to ensure the sliding condition. In order to improve the robustness of the proposed controller against uncertainties in the cart friction coefficient and the pendulum’s viscous friction, the controller parameters are adapted according to an appropriate adaptation rule. The adaptation rule is attained using an appropriate Lyapunov-based approach. Numerical simulations confirm the feasibility and efficiency of the proposed control strategy.
Similar content being viewed by others
References
Boubaker, O.; Lathrop, R.C.: The inverted pendulum benchmark in nonlinear control theory: a survey. Int. J. Adv. Rob. Syst. 10, 1–9 (2013)
Roose, A.I.; Yahya, S.; Al-Rizzo, H.: Fuzzy-logic control of an inverted pendulum on a cart. Comput. Electr. Eng. 61, 31–47 (2017)
El-Bardini, M.; El-Negar, A.M.: Interval type-2 fuzzy PID controller for uncertain nonlinear inverted pendulum system. ISA Trans. 53, 732–743 (2014)
Lee, J.; Mukherjee, R.; Khalil, H.K.: Output feedback stabilization of inverted pendulum on a cart in the presence of uncertainties. Automatica 54, 146–157 (2015)
Prasad, L.B.; Tyagi, B.; Gupta, H.O.: Optimal control of nonlinear inverted pendulum system using PID controller and LQR: performance analysis without and with disturbance input. Int. J. Autom. Comput. 11, 661–670 (2014)
Patra, A.K.; Biswal, S.S.; Rout, P.K.: Backstepping linear quadratic gaussian controller design for balancing an inverted pendulum. IETE J. Res. (2019). https://doi.org/10.1080/03772063.2019.1592716
Adıgüzel, F.; Yalçın, Y.: Discrete-time backstepping control with nonlinear adaptive disturbance attenuation for the inverted-pendulum system. Trans. Inst. Meas. Control. 43, 1068–1076 (2021)
Franco, E.; Astolfi, A.; Baena, F.R.Y.: Robust balancing control of flexible inverted-pendulum systems. Mech. Mach. Theory 130, 539–551 (2018)
Hanwate, S.; Hote, Y.V.; Budhraja, A.: Design and implementation of adaptive control logic for cart-inverted pendulum system. Proc. Inst. Mech. Eng. Part I J. Syst. Control Eng. 233, 164–178 (2019)
Rubio, J.D.J.; Lughofer, E.; Pieper, J.; Cruz, P.; Martinez, D.I.; Ochoa, G.; Islas, M.A.; Garcia, E.: Adapting H-infinity controller for the desired reference tracking of the sphere position in the maglev process. Inf. Sci. 569, 669–686 (2021)
Martinez, D.I.; Rubio, J.D.J.; Garcia, V.; Vargas, T.M.; Islas, M.A.; Pacheco, J.; Gutierrez, G.J.; Meda-Campaña, J.A.; Mujica-Vargas, D.; Aguilar-Ibañez, C.: Transformed structural properties method to determine the controllability and observability of robots. Appl. Sci. 11, 3082 (2021)
Aguilar-Ibañez, C.; Moreno-Valenzuela, J.; Garcia-Alarcon, O.; Martinez-Lopez, M.; Acosta, J.A.; Suarez-Castanon, M.S.: PI-Type controllers and Σ-Δ modulation for saturated DC-DC buck power converters. IEEE Access 9, 20346–20357 (2021)
Soriano, L.A.; Zamora, E.; Vazquez-Nicolas, J.M.; Hernández, G.; Barraza Madrigal, J.A.; Balderas, D.: PD control compensation based on a cascade neural network applied to a robot manipulator. Front. Neurorobot. 14, 577749 (2020)
Martinez, D.I.; Rubio, J.D.J.; Aguilar, A.; Pacheco, J.; Gutierrez, G.J.; Garcia, V.; Vargas, T.M.; Ochoa, G.; Cruz, D.R.; Juarez, C.F.: Stabilization of two electricity generators. Complexity 2020, 1–13 (2020)
Silva-Ortigoza, R.; Hernanzdez-Marquez, E.; Roldan-Caballero, A.; Tavera-Mosqueda, S.; Marciano-Melchor, M.; Garcia-Sanchez, J.R.; Hernandez-Guzman, V.M.; Silva-Ortigoza, G.: Sensorless tracking control for a full-bridge Buck inverter-DC motor system: passivity and flatness-based design. IEEE Access 9, 132191–132204 (2021)
Irfan, S.; Mehmood, A.; Razzaq, M.T.; Iqbal, J.: Advanced sliding mode control techniques for inverted pendulum: modelling and simulation. Eng. Sci. Technol. Int. J. 21, 753–759 (2018)
Riachy, S.; Orlov, Y.; Floquet, T.; Santiesteban, R.; Richard, J.P.: Second-order sliding mode control of underactuated mechanical systems I: local stabilization with application to an inverted pendulum. Int. J. Robust Nonlinear Control 18, 529–543 (2008)
Adhikary, N.; Mahanta, C.: Integral backstepping sliding mode control for underactuated systems: swing-up and stabilization of the cart–pendulum system. ISA Trans. 52, 870–880 (2013)
Khan, Q.; Akmeliawati, R.; Bhatti, A.I.; Khan, M.A.: Robust stabilization of underactuated nonlinear systems: a fast terminal sliding mode approach. ISA Trans. 66, 241–248 (2017)
Mahmoodabadi, M.J.; Mostaghim, S.A.; Bagheri, A.; Nariman-Zadeh, N.: Pareto optimal design of the decoupled sliding mode controller for an inverted pendulum system and its stability simulation via Java programming. Math. Comput. Model. 57, 1070–1082 (2013)
Maafi, R.A.; Haghighi, S.E.; Mahmoodabadi, M.: J: Pareto optimal design of a fuzzy adaptive hierarchical sliding-mode controller for an X-Z inverted pendulum system. IETE J. Res. (2021). https://doi.org/10.1080/03772063.2021.1910578
Bayram, A.; Kara, F.: Design and control of spatial inverted pendulum with two degrees of freedom. J. Braz. Soc. Mech. Sci. Eng. 42, 501 (2020)
Ghabi, J.; Dhouibi, H.: Discrete time sliding mode controller using a disturbance compensator for nonlinear uncertain systems. Int. J. Control Autom. Syst. 16, 1156–1164 (2018)
Huang, X.; Gao, H.; Ralescu, A.L.; Huang, H.: Adaptive hierarchical sliding mode control based on fuzzy neural network for an underactuated system. Adv. Mech. Eng. 10, 1–20 (2018)
Al-Araji, A.S.: An adaptive swing-up sliding mode controller design for a real inverted pendulum system based on culture-bees algorithm. Eur. J. Control. 45, 45–56 (2019)
Mobayen, S.: Adaptive global sliding mode control of underactuated systems using a super-twisting scheme: an experimental study. J. Vib. Control 25, 2215–2224 (2019)
Podlubny, I.: Fractional Differential Equations. Academic Press, New York (1999)
Bettayeb, M.; Boussalem, C.; Mansouri, R.; Al-Saggaf, U.M.: Stabilization of an inverted pendulum-cart system by fractional PI-state feedback. ISA Trans. 53, 508–516 (2014)
Shalaby, R.; El-Hossainy, M.; Abo-Zalam, B.: Fractional order modeling and control for under-actuated inverted pendulum. Commun. Nonlinear Sci. Numer. Simul. 74, 97–121 (2019)
Monda, R.; Chakraborty, A.; Dey, J.; Halder, S.: Optimal fractional order PIλDμ controller for stabilization of cart-inverted pendulum system: experimental results. Asian J. Control 22, 1345–1359 (2020)
Mondal, R.; Dey, J.: Performance analysis and implementation of fractional order 2-DOF control on cart–inverted pendulum system. IEEE Trans. Ind. Appl. 56, 7055–7066 (2020)
Zhang, B.T.; Pi, Y.G.; Luo, Y.: Fractional order sliding-mode control based on parameters auto-tuning for velocity control of permanent magnet synchronous motor. ISA Trans. 51, 649–656 (2012)
Zaihidee, F.M.; Mekhilef, S.; Mubin, M.: Application of fractional order sliding mode control for speed control of permanent magnet synchronous motor. IEEE Access 7, 101765–101774 (2019)
Eray, O.; Tokat, S.: The design of a fractional-order sliding mode controller with a time-varying sliding surface. Trans. Inst. Meas. Control. 42, 3196–3215 (2020)
Naderloasli, A.; Tabatabaei, M.: Stabilization of the two-axis gimbal system based on an adaptive fractional-order sliding-mode controller. IETE J. Res. 63, 124–133 (2017)
Mehri, E.; Tabatabaei, M.: Control of quadruple tank process using an adaptive fractional-order sliding mode controller. J. Control Autom. Electr. Syst. 32, 605–614 (2021)
Fei, J.; Lu, C.: Adaptive fractional order sliding mode controller with neural estimator. J. Franklin Inst. 535, 2369–2391 (2018)
Vahdanipour, M.; Khodabandeh, M.: Adaptive fractional order sliding mode control for a quadrotor with a varying load. Aerosp. Sci. Technol. 86, 737–747 (2019)
Ahmed, S.; Wang, H.; Tian, Y.: Robust adaptive fractional-order terminal sliding mode control for lower-limb exoskeleton. Asian J. Control 21, 473–482 (2019)
Shi, X.; Cheng, Y.; Yin, C.; Zhong, S.; Huang, X.; Chen, K.; Qiu, G.: Adaptive fractional-order SMC controller design for unmanned quadrotor helicopter under actuator fault and disturbances. IEEE Access 8, 103792–103802 (2020)
Hosseini, S.H.; Tabatabaei, M.: IPMSM velocity and current control using MTPA based adaptive fractional order sliding mode controller. Eng. Sci. Technol. Int. J. 20, 896–908 (2017)
Abdelhamid, D.; Toufik, B.; Vinagre, B.M.: Optimal fractional-order sliding mode controller (OFSMC) design for a class of fractional-order nonlinear SIMO systems using PSO algorithm J. . Control Eng. Appl. Inf. 18, 14–25 (2016)
Zakeri, E.; Moezi, S.A.; Eghtesad, M.: Optimal interval type-2 fuzzy fractional order super twisting algorithm: a second order sliding mode controller for fully-actuated and under-actuated nonlinear systems. ISA Trans. 85, 13–32 (2019)
Zangeneh-Madar, M.R.; Mazinan, A.H.: Control of the inverted pendulum system: a Smith fractional-order predictive model representation. Sādhanā 45, 105 (2020)
Valério, D.; Da Costa, J.S.: Ninteger: a non-integer control toolbox for Matlab. In: Proceedings of the 1st IFAC Workshop on Fractional Differentiation and its Applications, Bordeaux, France (2004)
Slotine, J.J.E.; Li, W.: Applied Nonlinear Control. Prentice-Hall, Englewood Cliffs (1991)
Chakaraborty, A.; Dey, J.: Periodic control for the cart pendulum system with structured uncertainty. Turk. J. Electr. Eng. Comput. Sci. 25, 140–154 (2017)
Author information
Authors and Affiliations
Corresponding author
Ethics declarations
Conflict of interest
The authors declare that they have no conflict of interest.
Data Availability
The data that support the findings of this study are available from the corresponding author upon reasonable request.
Appendix
Appendix
See Table 4.
Rights and permissions
About this article
Cite this article
Jafary Fesharaki, A., Tabatabaei, M. Adaptive Hierarchical Fractional-Order Sliding Mode Control of an Inverted Pendulum–Cart System. Arab J Sci Eng 47, 13927–13942 (2022). https://doi.org/10.1007/s13369-022-06613-y
Received:
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1007/s13369-022-06613-y