Quantifying Dynamic Stability and Maneuverability in Legged Locomotion
Quantifying Dynamic Stability and Maneuverability in Legged Locomotion
, 42:149157 (2002)
ROBERT J. FULL,2,* TIMOTHY KUBOW,* JOHN SCHMITT, PHILIP HOLMES, AND DANIEL KODITSCHEK
*Department of Integrative Biology, University of California, Berkeley, California 94720
Department of Mechanical and Aerospace Engineering, Princeton University, Princeton, New Jersey 80544
Department of Electrical Engineering and Computer Science, University of Michigan,
Ann Arbor, Michigan 48109-2110
SYNOPSIS. Animals can swerve, dodge, dive, climb, turn and stop abruptly. Their stability and maneuver-
ability are remarkable, but a challenge to quantify. Formal stability analysis can allow for quantitative
comparisons within and among species. Stability analysis used in concert with a template (a simple, general
model that serves as a guide for control) can lead to testable hypotheses of function. Neural control models
postulated without knowledge of the animals mechanical (musculo-skeletal) system can be counterproduc-
tive and even destabilizing. Perturbations actively corrected by reflex feedback in one direction can result
in perturbations in other directions because the system is coupled dynamically. The passive rate of recovery
from a perturbation in one direction differs from rates in other directions. We hypothesize that animals
might exert less neural control in directions that rapidly recover via passive dynamics (e.g., in body orien-
tation and rotation). By contrast, animals are likely to exert more neural control in directions that recover
slowly or not at all via passive dynamics (e.g., forward velocity and heading). Neural control best enhances
stability when it works with the natural, passive dynamics of the mechanical system. Measuring maneuver-
ability is more challenging and new, general metrics are needed. Templates reveal that simple analyses of
summed forces and quantification of the center of pressure can lead to valuable hypotheses, whereas kine-
matic descriptions may be inadequate. The study of stability and maneuverability has direct relevance to
the behavior and ecology of animals, but is also critical if animal design is to be understood. Animals appear
to be grossly over-built for steady-state, straight-ahead locomotion, as they appear to possess too many
neurons, muscles, joints and even too many appendages. The next step in animal locomotion is to subject
animals to perturbations and reveal the function of all their parts.
149
150 R. J. FULL ET AL.
the mechanisms of locomotion by using these analyses ability of characteristic measurements (i.e., state vari-
to formulate and test hypotheses generated from dy- ables such as velocities, angles and positions) to return
namic models (Full and Koditschek, 1999). We con- to a steady-state, periodic gait after a perturbation.
tend that at least two interconnected classes of dynam-
ic models are required to integrate function across the Quantifying dynamic stabilitydynamical systems
various levels of organization. One model that we term theory
a template, incorporates the fewest possible degrees The field of dynamical systems provides an estab-
of freedom and serves as a control target (Full and lished methodology to quantify stability. Our aim in
Koditschek, 1999). The second model, the anchor, the present publication is not to explain the details of
is a more complex physically realistic model within dynamical systems theory (see Guckenheimer and
which the template behavior is embedded. We argue Holmes, 1983; Strogatz, 1994), but to give sufficient
that efforts to build templates and to anchor them in background so that those studying locomotion can see
realistic animal data represent a productive avenue to- its potential in description and hypothesis formation.
ward an integrated view of neuromechanical control. It is important to note that dynamical systems theory
Defining stability is a challenge involves the formal analysis of how systems at any
level of organization (neuron, networks or behaviors)
Static stability. Traditionally, stability in legged lo- change over time. In this context, the term dynamical
comotion is taken to refer to static stability. The ne- system is not restricted to a system generating forces
cessity for static stability in arthropods has been used (kinetics) and moving (kinematics), as is the common
as one of, if not the most important, reason, why in- usage in biomechanics. The description of stability re-
sects have at least six legs and use two sets of alter- sulting from dynamical systems theory, which address-
nating tripods of support during locomotion (Hughes, es mathematical models, differential equations and it-
1952). Numerous investigators (Alexander, 1982; Del-
erated mappings, does not necessarily provide us with
comyn, 1985; Graham, 1985; Hughes, 1952) have dis-
a direct correspondence to a particular biomechanical
cussed the stepping patterns that insects require to
structure (Beck et al., 1995). Instead, the resulting sta-
maintain static stability during locomotion. Yet, few
bility analysis acts to guide our attention in productive
have attempted to quantify static stability as a function
directions to search for just such a link between co-
of gait or variation in body form (Cruse, 1976;
ordination hypotheses from dynamical systems and
Hughes, 1957). Research on legged walking machines
mechanisms based in biomechanics and motor control
provided an approach to quantify static stability
(e.g., Taga, 1995a, b; Taga et al., 1991; Dingwell and
(McGhee, 1976; Song, 1984; Sun, 1974). The mini-
Cusumano, 2000).
mum requirement to attain static stability is a tripod
Define and measure variables that specify the state
of support, as in a stool. If an animals center of mass
falls outside the triangle of support formed by its three of the system. The first task in the quantification of
feet on the ground, it is statically unstable and will stability is to decide on what is best to measure. The
fall. In the quasi-static gait of a robot or animal, the goal is to specify a set of variables such as positions
center of mass moves with respect to the legs, and the and velocities that completely define the state of the
likelihood of falling increases the closer the center of system. State variables are distinct from parameters
mass comes to the edge of the triangle of support. such as mass, inertia and leg length that are more or
Dynamic stability analysis is required for all but the less fixed for a given animal. State variables change
slowest movements. Ting et al. (1994) discovered that over time as determined by the dynamics of the sys-
the degree of static stability decreased as insects ran tem. Ideally, their values at any instant in time should
faster, until at the highest speeds they became statically allow the determination of all future values. Put an-
unstable during certain parts of each stride, even when other way, if two different trials of a running animal
a support tripod was present. In the sagittal plane, six converge to the same values, their locomotion patterns
and eight legged animals are best modeled as dynamic, should be very similar from that time forward.
spring-load, inverted pendula (Blickhan and Full, Periodic trajectories called limit cycles characterize
1987; Full and Tu, 1990) in the same way as two- and locomotion. During stable, steady-state locomotion the
four-legged runners (Blickhan and Full, 1993; Cav- value of state variables oscillates rhythmically over
agna et al., 1977). At the highest speeds, ghost crabs, time (e.g., lateral velocity in Fig. 1A). In addition to
cockroaches and ants exhibit aerial phases (Blickhan representing the behavior of the state variables with
and Full, 1987; Full and Tu, 1991; Zollikofer, 1994). respect to time, we can examine their behavior relative
In the horizontal plane, insects and other legged run- to one another. Figure 1B shows a plot of the state
ners are best modeled by a dynamic, lateral leg spring, variables (e.g., lateral, rotational and fore-aft velocity)
bouncing the animal from side to side (Schmitt and in state space. Time is no longer an axis, but changes
Holmes, 2000a, b). as one moves along the loop in this three dimensional
These models, and force and velocity measurements space. The closed loop trajectory tells us that the sys-
on animals, suggest that running at a constant average tem is periodic in time. Such a trajectory in state space
speed, while clearly a dynamical process, is essentially is known as a limit cycle. If any other path converges
periodic in time. We define locomotor stability as the to this cycle, it has stabilized to the same trajectory.
QUANTIFYING DYNAMIC STABILITY 151
FIG. 3. Quantifying dynamic stability. First row simulates the change in lateral velocity of the body over time. Second row shows the rate of recovery (eigenvalue) in lateral velocity
of the body over time. The dashed horizontal line in the second row represents the equilibrium value. Third row shows the direction of recovery (eigenvector) in lateral and rotational
velocity of the body. Arrows show the direction of recovery, except in the case of instability. Stars represent equilibrium points. The initial perturbations are represented by open circles.
AC. Asymptotic recovery in an uncoupled systemlateral velocity perturbation. In this model, the perturbation in lateral velocity only affects lateral velocity. The eigenvalue corresponds
to the percent of the perturbation remaining after each stride. DF. Asymptotic recovery in a coupled systemlateral velocity perturbation. In this model, the perturbation in lateral
velocity affects both lateral and rotational velocity. Fast and slow components of recovery are apparent. GI. Asymptotic recovery in a coupled systemdirection of slow recovery.
Perturbation in lateral and rotational velocity. JL. Asymptotic recovery in a coupled systemdirection of fast recovery. Perturbation in lateral and rotational velocity. MO. Neutral
stability in a coupled system. Perturbation in lateral velocity with recovery along the fast direction to a new equilibrium. PR. Instability in a coupled system.
QUANTIFYING DYNAMIC STABILITY 153
FIG. 6. Stability of the Lateral Leg Spring Template as a function of speed, body mass and animal design. The stability measure is the amount
of perturbation remaining after each stride (eigenvalue). Eigenvalues less than one reveal asymptotic stability, whereas as values greater than
one represent instability. Eigenvalues equal to one signify neutral stability. Forward velocity (y) and heading (u) are neutrally stable. Asymp-
totically stable eigenvalues plotted correspond to the slowest recovering variable (maximum among eigenvalues less than 1) at each parameter
value. Arrows represent the parameter value estimate for an insect (cockroach, Blaberus discoidalis). A. Forward velocity (y). Grey area
represents the range of velocities where no stable, periodic gaits are found. B. Virtual leg spring stiffness (k). C. Body inertia (I). D. Virtual
leg length (l). E. Landing angle (b).
Simple maneuverability measures for turning. Exe- LMN value. Running cockroaches are able to generate
cuting a successful turn involves at least two require- perpendicular force impulses comparable to 3/4 their
ments. The animals average heading (the direction of linear momentum (LMN 5 0.75) to produce 2273
the average velocity vector of the center of mass) must degree turns. The LMN has also been used by Drucker
be deflected, and the animals body must rotate to keep and Lauder (2001) to quantify turning in sunfish where
the body axis aligned with its heading (Fig. 7). In me- values ranged from 0.120.74.
chanical terms, the change in linear momentum must The second requirement for a successful turn in-
be accompanied by a transient pulse in angular mo- volves rotating the body axis so that it aligns with the
mentum. Animals must generate coordinated linear direction of the velocity vector (Fig. 7B). Minimizing
and angular impulses. the degree of misalignment between the angle of de-
The amount of deflection or change in heading will flection (ud) and the angle of body rotation (ur) is im-
depend on the impulse perpendicular to the direction portant for resuming straight running following a turn
of movement relative to the animals forward momen- (Jindrich and Full, 1999). The ratio of ur/ud can provide
tum (Linear Maneuverability Number, LMN; Jindrich an index of how effective a propulsor or an appendage,
and Full, 1999). A larger perpendicular force exerted such as a leg, can be in generating a torque to match
over a longer period of time will increase the change the angle of deflection to the angle of rotation (Pro-
in heading or turning angle (high LMN; Fig. 7A). pulsor effectiveness number, PEN). The torque gen-
Greater body mass or faster forward velocity for the erated by a perpendicular force can under-rotate the
same perpendicular impulse will decrease the change body (ur , ud; PEN , 1) or over-rotate it (ur . ud;
in heading and cause a smaller turn indicated by a low PEN . 1). Analysis of cockroach turning shows that
156 R. J. FULL ET AL.
FIG. 7. Maneuverability measures. A. Change in heading. Perpendicular force generating a deflection of angle ud. B. Change in body
orientation. Torque generating a body rotation of angle ur. C. Single leg forces required to produce a turn as a function of leg position. The
grid shows position relative to the center of mass. Arrows represent force vectors necessary to turn model so that the angle of deflection equals
the angle of rotation. (After Jindrich and Full, 1999.)
legs on the outside of the turn placed well in front of is also critical if animal design is to be determined.
the center of mass are most effective in producing Animals appear to be grossly over-built for steady-
turns, whereas hind legs are the least effective and state, straight-ahead locomotion. They appear to pos-
require the largest forces (Fig. 7C). sess too many neurons, muscles, joints and even too
Turning the Lateral Leg Spring Templatealtering many appendages. Bernstein (1935) realized that for
the center of pressure is most effective. Turning in any particular task neuromotor synergies must exist.
many-legged, sprawled-posture animals is most often Groups of neurons, muscles, joints and legs work to-
viewed as resulting from an increase in step length, gether as if they were one (see, for example, Full,
leg length or stride frequency of the outside legs 1993; Raasch et al., 1997). We argue that to ultimately
(Franklin et al., 1981; Frantsevich and Mokrushov, reveal function, an animal performing steady-state lo-
1980; Graham, 1972; Jander, 1985; Strauss and Hei- comotion must be subjected to perturbations (Full and
senberg, 1990; Zollikofer, 1994). Small turns by the Koditschek, 1999). Neuromotor synergies must be dis-
Lateral Leg Spring Template can be elicited in 26 covered, probed and broken if we desire a more com-
steps by lengthening and/or stiffening the outside vir- plete understanding of an organism and all its parts.
tual leg spring or increasing its step length (i.e., de-
creasing its touchdown angle, b; Schmitt and Holmes, ACKNOWLEDGMENTS
2000b). But such turns are fragile. Parameters must be Thanks to Devin Jindrich for reading the manu-
selected carefully to avoid unstable behavior and/or script. Supported by DARPA/ONR N00014-98-1-
unnatural body orientations and headings. Propulsor 0747, ONR N00014-98-1-0669 and DoE DE-FG02-
effectiveness is poor, as the body orientation does not 95ER 25238.
match the changes in heading. Although these mech-
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