The Robotic Forklift Guide - Prot PDF
The Robotic Forklift Guide - Prot PDF
The Robotic
Forklift Guide
Imagine a factory or warehouse without human intervention, no
damages, no risk... everything on time, smooth and elegantly
transported.
1. What is a Robotic
Forklift System?
A robotic forklift system is composed by
Robot
A self-driving robotic forklift system is a set of elements united by a superior management system.
These elements are basic, and they interact in order to make the whole system work.
The main elements of the Robotic System are the Vehicles, the Management Software and the
Peripherals.
The Vehicles
An Automatic Guided Forklift also know as ALT is a Self-Driving computer or pc controlled Forklift. So a
forklift moving around and transporting goods by its own without human intervention, it's just a
driverless forklift.
It’s a driverless robot vehicle.... simply put... think about a self-driving forklift moving pallets.
This specific type of mobile robot is inspired by the conventional manned forklifts. The forklift AGV is
designed to provide both horizontal and vertical movement of the load.
The robotic forklifts are increasingly becoming a must in manufacturing premises and warehouses
where operations are highly standardized, repetitive, and easily accomplished without need of human
intervention.
For example, the driverless forklifts are widely used in warehouses for high rack management or
removing pallets with finished goods from the end of the production lines.
The Management System is also in charge of communicating with external devices or software
such, Warehouse Management Systems, ERP, MES, etc.
The Management System gathers all the system inputs, elaborates them, track them and sort them, in
order to provide the right info about missions to the vehicles.
This software is extremely important because it will determine the overall system performance and
could lead to a lower investment level thanks to elaborated algorithms for traffic and order
optimization.
Management System ensures that the loads are transported to the correct destination, at the right
time and in the most efficient way.
The Management System integration with customer’s systems can be done using different
standards as SQL, database, web services, FTP, message queues (MQ), TCP/IP sockets… and so
on.
Some advanced fleet management controls can choose the best path for the vehicles, reducing
waiting time and travels without a load.
Otherwise, you can have standalone mobile robot that does not require any Management System…
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but options and possibilities will be very limited.
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Robotic Forklift Guide
Limited footprint
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These pallet moving robots are easy to deploy because they do not require any infrastructure modification
and, typically, they can be included in your standard process flow without any variation. If you have a
manned pallet jack moving pallets from A to B, there's a good chance that you can substitute it by an
automated vehicle with the consequent advantages of agvs.
This type of robot allows limited vertical movement of the load, reaching
pallets on racks or shelves at low height or in floor-to-floor operations.
Autonomous pallet movers are the “smallest” of the robotic forklift family.
Autonomous Pallet Movers are suitable only for Single-Face Pallets due
to their under fork stabilizers.
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PALLET MOVER or
FORKLIFT AGV TYPE
STACKER
Racking Warehouse MINIMUM
AISLE WIDTH (Distance between 3,6 m/140'/11,8ft
pallets)
Counterbalance Forklift
A counterbalanced automated lift truck is a forklift that counterbalances the weight of the load with a
weight, usually cast iron or the battery, in the rear of the truck.
It is used whenever it is not possible to use fork-over vehicles and whenever is needed high payload and
stacking height capacity.
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Counterbalanced robotic forklifts are widely used for shipping and receiving loads and they are an ideal
solution for moving pallets to and from storage.
These vehicles are bigger and need more space for turning radius, but they can handle heavy loads and
can reach higher stacking heights.
Straddle Forklifts
Straddle or outrigger robotic forklifts are equipped with two horizontal stabilizing legs, positioned out of
the load width.
The straddle stacker needs less manoeuvre space than counterbalanced vehicles. Support legs make
AGVs and their load more stable during the lift and while travelling.
STRADDLE or OUTRIGGER
Pros Cons
High stacking and payload capacity
Large footprint
High stacking and payload capacity
Need of lateral space for supports
Good Stability
Wider vehicle
Reduced Footprint turning radius
Shorter AGV body
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This kind of vehicle is used in racking operations being able to store pallets at 36 feet height (11 m /
430’).
Very Narrow Aisle AGVs can save up to 50% more space than standard Reach Trucks.
Space is limited and expensive. For this reason, warehouses are becoming taller and the available areas
for vehicle transit are narrowing.
VNAs are widely used in countries with expensive land costs. VNAs are extremely specialized machines
and hence are excellent for high volume handling applications.
They are the fastest option in terms of load handling per hour.
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The second important dimension is the transit corridor needed for going from one warehouse aisle to
another one.
This one:
VNA AGVs are like “automated mammoths,” so the corridor should be around 7 m (275 inch/23 ft),
always leaving safety space for fixed structures.
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The VNA’s main task is to stock pallets on high racks, hence it is also important to know lifting speed.
In any case, considering the very tight tolerance required to deposit a pallet at 12 m high, it is better to
have inductive wire navigation within the aisle between two racks which enables better stopping
tolerance.
VNAs can switch navigation technology when they are in or out of the aisle.
VNAs can be equipped with telescopic load handling forks or with turret head for trilateral turning
(100º…0º…+100º) of load for more versatile pallet handling.
With trilateral forks, the head that supports the forks can rotate and can pick up and deposit loads on
one side of the aisle or the other, as well as in front. They can also deposit pallets directly on the ground.
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Trilateral Forks.
With bilateral forks, the forks are telescopic and assembled on what is called a cradle. The telescopic
forks handle pallet loads in racks to both sides of the vehicle symmetrically.
Unlike trilaterals, these machines can neither deposit pallets on the ground nor place them in front. Yet
they do have the advantage that they can operate in even narrower aisles and can complete a greater
number of cycles.
The load fork system is equipped with sensors to detect load presence in the rack as well as on the forks.
Sensors also ensure that load is properly positioned and centralized.
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The reach truck is an specific type of robotic forklift conceived to operate in narrow aisles and,
together with the Automated Very Narrow Aisle Trucks, they are the best machine for storing and
retrieving pallets in racks.
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Reach truck AGVs can reach outside of the footprint of the vehicle to pick and drop loads.
Some of main advantages of the reach truck AGV is the performant lifting speed and limited footprint.
• A reach truck forklift allows you to use a double deep pallet racking system
• VNAs are clumsy “mammoths” out of the aisles. They are great in the aisle but require a lot of
space for turning.
• Due to VNAs dimensions, they are more complex to integrate with other equipment like conveyors.
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Required tolerances, lifting heights and aisle width are subject to load weight and dimensions.
Furthermore, environmental influencers, such as floor conditions can have an impact on the system
requirements. Professional guidance and verification is recommended.
Numbers might change dramatically depending on the specific product and project requirements.
PALLET
FORKLIFT TYPE COUNTERBALANCED OUTRIGGER REACH TRUCK VNA
MOVER/STACKER
Racking
Warehouse
3,7m/145'/12,1 1,6m/ 63' / 5,3
MINIMUM AISLE 3,6 m/140'/11,8ft 4,5m/177'/14,7 ft 3m/118'/10,84ft
WIDTH (Distance ft ft
between pallets)
MAX SPEED 2 m/s - 386 2 m/s - 386 2 m/s - 386 2 m/s - 386
FORWARD
2 m/s - 386 ft/min
ft/min ft/min ft/min ft/min
LOAD STOKING 1,5 m / 60' /4,10 10 m /354 '/ 4 m / 157'/ 13 10 m /354 '/ 11 m / 430' / 36
HEIGHT ft 210,5 ft ft 210,5 ft ft
INDICATIVE $150.000 -
$60.000 $85.000 $80.000 $130.000
VEHICLE PRICE $200.00
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Automated Forklifts navigation is improving day after day. The final reliability and performance of your
robotic system will depend on its navigation technology.
Simply put, the navigation system localizes the vehicle in the environment and provides it the right data
for moving forward
The majority of the Automated Forklifts perform Laser Navigation. For this reason, AGV Forklifts are
commonly called LGV, so Laser Navigation Vehicles.
Nevertheless, more and more suppliers are developing new autonomous navigation systems. These
autonomous or natural navigation systems can be found in many automated pallet jacks and stackers.
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Laser Guided Vehicles (LGV Vehicles) are fast, accurate and reliable. This navigation technology is
traditionally used in automated forklifts that are boosting warehouse efficiency all around the world.
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Easy to install
• Easy to install: Just draw a line in your pc or drive your robot to teach the track. It will map and
localize it by itself and it will do the rest of the job.
• Easy to modify. Same as the installation, just add, remove, modify the tracks or destinations
effortless.
• No invasive installation. Natural Navigation robots do not require any kind of external infrastructure
that could interfere with plant operations.
• No costs due to implementation maintenance. There is nothing installed for the navigation, so there is
nothing to maintain.
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One of the main advantages of robotic forklifts is that they are safer than manned forklifts. Driverless
robots don’t harm people or damage infrastructure, because they are provided with safety sensors that
prevent them from running into people or things.
With the aim to make mobile robot safer for wide industrial and commercial use, there are certain safety
rules and safety standards that mobile robots (AGV or AMR) must comply with.
In order to comply with these safety rules, the robots must include some safety sensors and devices to
avoid and proactively prevent risks.
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The American National Standards Institute (ANSI) is the governing body for the
development of safety standards in the United States. The of ANSI-Accredited
Standards Developer for safety standards related to industrial trucks is the
Industrial Truck Standards Devel- opment Foundation (ITSDF).
This document is applicable for mobile platforms including: AGV, tunnel tugger,
under cart, etc.
Both documents are not an obligation. They basically provide the guidelines and
standards for not only how to achieve acceptable residual risk on an automatic
guided vehicle , but how to imple- ment an overall safety system including
elements of design, opera- tion, and maintenance of mobile platforms.
Do you want to
Whitepaper:
know more about
How does an
AGV Safety AGV Safety
System
work? Systems?
Mobile robots should count on personnel detection means (e.g., laser scanners or pressure-sensitive
bumpers) that must at least operate over the observable area of the maximum width of the vehicle and
its load.
Createdo
pcorna
omheu
nect Personnel detection means m u s t be designed to
stop t h e vehicle before colliding w i t h a person.
If this type of safety system is used as the primary sensing device, such noncontact sensing device(s)
must be fail-to-safe, including their operation and mounting.
When sensing people or an object in the path of the vehicle at a distance no less than the leading edge of
the sensing field in the main direction of travel, these systems must safely initiate a stop command to the
vehicle prior to contact between the vehicle structure and the people or objects.
Safety laser scanners used in the AGV industry typically have at least two or three safety fields.
The first one is the “warning field”, in case an obstacle is detected by the laser in this field, the vehicle
decelerates (the yellow area in the picture below).
The second one, and most important, is the “safety field” or “protective field”, in case an obstacle is
detected by the laser in this field, the robot must achieve a complete stop (the red area in the picture
above). This is the only field that contributes to the robot safety certification.
Some laser scanners could have more fields (see the orange one) that can be used as an additional
warning field, for example, to have an intermediate speed reduction before stopping the vehicle.
These fields, warning field and safety field define the “monitored area”.
Video:
Monitoring automatic
guided vehicles (AGV) -
wi t h Safe Motion Control
f r o m SICK
The design of the safety field depends on many factors, such as surrounding area and stopping
capability (e.g., vehicle speed, pay- load, and floor conditions).
Every point of the robot path must have a specific protective field to ensure that time and distance to
vehicle stoppage will avoid any contact with obstacles.
Time (and distance) needed to stop an mobile robot travelling at 2 meters/ second with 1000 kg payload
is completely different than the time needed to stop robot travelling at 1 meter/second with 200 kg
payload. The inertia involved is completely different in both cases. Think back to your physics classes on
momentum, velocity, acceleration, mass, and friction.
The Safety Laser Scanners monitor the associated protective field following the instructions given by the
Safety PLC.
The Safety PLC must cut the power to the motor wheel for stop- ping the vehicle whenever needed.
If we had safety-related bumpers or inclinometers or single-beam photoelectric safety switches, etc., all
of them would be linked and monitored by the Safety PLC.
SAFETY PLC
DRIVE
WHEEL
There are some best practices that AGV integrators should follow while installing an AGV system.
In some cases, it is not possible for the AGV manufacturer to fulfill all of the safety requirements.
Therefore, every AGV application should have a subsequent risk assessment performed and agreed
upon between the integrator and user.
We can distinguish five different AGV operation zones depending on the safety system conditions:
Operating Zone
Operating Hazard Zone
Restricted Zone
Confined Zones
Load TransferArea
These zones depend on:
The clearance between the AGV (or its load) contour and the nearest fixed structure.
Hazard and/or restricted zones shall be designated as such by the user and system integrator during the
design, installation, and start up phases. After installation, it is the responsibility of the user to make sure
that these zones are continually and clearly marked by floor/ground markings, lights, or other
designations.
Confusion with other awareness markings and signs must be avoided to provide the highest level of
understanding by the ex- posed individuals.
Areas of clearance of less than 0.5 m may present a risk to person- nel. Before the mobile platform
enters hazard zones and restrict- ed areas, speed must be reduced and an audible warning must be
activated.
The table below shows zone classification depending on clear- ances, speed, and status of the safety
device(s).
Operating Zone
The recommended clearance between an AGV including its load, and any external structure must be a
minimum of 0.5 m (19.7 inches). This clearance must be maintained between obstructions and vehicles
(including loads).
In the operating zones, the safety device in the direction of move- ment must be active.
As you can see in the table above, if we have one side with clear- ance less than 100 mm, the zone is
considered operating if the other two clearances are wider than 500 mm and the safety de- vice is
active.
C1>500
C2>500
AGV
DIRECTION
C2>500
In this case, the Automatic Pallet Mover is running close to a wall with clearance less than 100 mm.
The safety laser scanner is active with the protective field long enough to detect a person and stop
before contact.
When the vehicle stops, the person can always leave the area along the C1 side. There is an “escape
route”.
A hazard zone is an area with inadequate clearance or a zone which cannot be protected by personnel
detection means.
If there is no active safety laser scanner, the maximum allowed speed is 0.3 m/s. In this case, all the
zones are classified as hazard zone.
AGV DIRECTION
In this case the Automatic Pallet Mover is running close to both walls with clearance less than 100 mm.
If the safety laser scanner is not active, the zone should be classi- fied as restricted with max speed
allowance of 0.3 m/s.
Hazard zones:
Restricted Areas
A zone with inadequate clearance that can’t be protected personnel detection means, must be
designated “restricted zone”.
If there isn’t an escape route for a pedestrian, the vehicle path must be considered a restricted area.
The user and system integrator must agree on appropriate risk reduction measures for this situation.
In cases where the emergency stop device can’t be reached (e.g., a forked vehicle traveling in reverse
for load deposit), personnel must be subject to verifiable safety and operating training.
Examples are Block storage and Very Narrow Aisle Restricted zone should:
a) be clearly marked
b) limit access to authorized trained personnel
c) be contained within perimeter fixed guards with a moveable guard for access by authorized personnel
Confined zones
Confined zones are zones inside perimeter safeguarding without speed limitation and where vehicles do
not have any personnel detection device.
Basically, vehicles run as fast as possible because personnel are not present.
The load transfer can take place only in the designated position. If the area is not designed to prevent
personnel to be endan- gered, the area shall be considered as an operating hazard zone.
As explained in the previous chapter, reliable person detection systems are required to prevent danger
to people in these surroundings. Due to international standards such as EN ISO 3691-4, ANSI B56.5 or
the latest ANSI/RIA R15.08 (for autonomous mobile robots), high safety requirements are placed on
person-detection systems.
The most important sensors under this category are the Safety Laser Scanners that must comply with
most restrictive safety standards.
It is not mandatory to cover3D-360° by rated personnel safety scanners (the “yellow ones”). On the
other hand, it would be wise to protect as much as possible the vehicle against potential risks like
suspended loads or goods protruding from a shelf.
In this case, there other types of obstacle sensor systems, such as multi-layer LiDAR sensors or vision
cameras with TOF technology, which can be utilized to detect these objects. 3D sensors also measure
the position of goods in real time, optimizing the load handling process of goods.
Depending on the robot navigation technology, we could have different types of sensors such as LiDAR,
magnetic tape sensors, cameras, etc.
The sensors must be able to detect different surfaces and load geometries so that the load can be
correctly identified and positioned.
Non-contact identification systems offer full traceability for goods transported with automated vehicles.
The “safety” specification indicated in the previous point is related to “human or personnel” safety and
involves situations that could represent a risk for operators in the working area.
Nevertheless, there are other situations that could not strictly be understood as human safety but that
could raise other kinds of risk for the infrastructures, materials or the robot itself.
Driverless robots can be equipped with collision-avoidance sensors that are not rated as “safety” devices.
For example, robotic forklifts could be small compact LiDAR like the
LMS1xx 2D sensors installed on the sides of automated guided vehicles,
offering reliable detection of objects protruding from shelves, thus
preventing collisions.
We can also find 2D LiDAR like the TiM1xx and TiM3xx with scanning
ranges of 3 m to 10 m used for two-dimensional object detection.
In contrast to optical scanners, such as LiDARs, ultrasonic sensors detect objects regardless of their
surface quality and do not suffer light conditions.
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2D LiDAR
The devices in the NAV3xx product family are characterized by their high
flexibility and suitability for a wide variety of applications. The NAV3xx
series are up to the challenge and collect reliable data throughout an entire
area up to a maximum distance of 250 meters.
The task assigned to the robot is therefore to detect pallets in a certain loading area or shelf,
compute their positions and angles and engage them with a very low failure rate.
Mobile robots must be accurate enough to navigate the forks into the pallet pocket.
• 2D or 3D time-of-flight Laser Range Finder (LRF). Lasers that can operate in complete
darkness are not affected by lighting conditions.
• Ultrasonic sensors
• Optical distance sensors are based on time-of-flight technology and enable continuous
determination of the fork height without causing wear. These sensors are used up to a height of
12m.
• Wire draw encoders are a combination of wire draw mechanism and encoder. They record the
drum rotation, which is proportional to the length, and provide the corresponding data. Typically,
draw encoders have a maximum measuring length of up to 10m, perfect for positioning the lift
height of forklift trucks.
Thanks to the 1D/2D/3D sensors, empty bay detection as well as localization and measurement of
the loading position can be done quickly in a complete room volume without the sensor having to be
moved. The load is reliably transferred while taking into consideration the current situation.
There are several methods and sensors to ensure the right load positioning. All of them
works with the same principle: If the load is not in the desired position, sensors will send a signal to
disable the vehicle movement.
For example, we have mentioned pallet pocket detection before. Once the robotic forklift has
correctly navigated into the pallet, the box, the bin, etc., it is mandatory to ensure that the load is
located in the correct position to avoid problems during its transportation.
Inductive sensors are able to sense ferrous and nonferrous metals like aluminum. The range for an
inductive sensor is generally smaller than other sensing methods (under 100mm). The small sensing
range and detection of only metal help ensure the mobile robot is in the right position and has the
correct cargo.
• Pallet racking
• Gravity racking
• Mobile racking
• Drive-in racking
• Block stacking
a) Pallet Racking
Pallet racking is the most common type of storage rack used in warehouses.
Pallet racking can be used in small warehouses and in large logistics centers. Unlike other racking
systems, pallet racking is characterized by reduced initial investment and operating costs.
Self-driving forklifts can manage racks , but there are a few things to take into consideration while
designing Racks for mobile robots applications.
b) Gravity Racking
Gravity flow racking is used to store products quickly on a roller conveyor. Gravity racking hasn’t aisles,
so racks are utilized efficiently without waste of space.
Gravity racking is more expensive than standard racking, but its ROI is fast because they save space,
time, and labor.
Gravity racking is the best option for first-in, first-out (FIFO) management because the goods are moved
to the loading location by gravity.
Gravity racks can be managed by Automated forklifts, but there are some important things to take into
consideration.
• Do your pallets have enough big pockets for forks or do you need a tilting mast?
• What is the needed side and vertical tolerance?
• Does your robot have support legs or should it be counterbalanced?
Gravity racks are inclined so the space for the forks is vertically limited. In other words, a gravity rack
must have fork pockets or the forks mounted in the robot must be able to tilt. Of course, tilting forks are
more expensive.
Regarding side tolerance and vertical tolerances, they are the same as what’s needed for the
standard racking 3 inch (75 mm) lateral and 3,9 inch (100 mm) vertical to the next rack beam.
c) Mobile Racking
The mobile system consists of a common pallet rack mounted on a mobile platform. The shelves move
on rails, so aisles are opened or as required.
Autonomous Forklifts can communicate with the WMS and mobile rack plc to coordinate the aisles
opening/closing. It is important as well to have established communication protocol (via OPC, TCP/IP,
I/O, etc.) to ensure the robot moves into the aisle when is completely open and that the aisles are
closed when the AGV is out from them.
The type of robotic forklift will depend on the aisle width, storage heigh and payload. So, we could
have VNAs, Reach Trucks or counterbalance forklifts.
Another important topic regarding the mobile rack stopping accuracy is that it should be done in +/- 3
cm (1,2 inch).
Mobile racks count on many moving pillars. Laser Guided Vehicles need fixed reflectors to navigate, so
for this reason it could be necessary to leave a “navigation window” in the height of 2m/3m (6-10 ft) to
allow the laser beam pass through this window to find fix reflectors installed in the AGV working area.
d) Drive-in Racking
The main advantage of drive-in racking is the high density of rack storage due to the elimination of
aisles between rows. Drive-in racking is particularly advantageous in warehouses where storage space
costs are very high.
Drive-in racking is the best solution for storing large quantities of similar products or products with low
turnover.
Driver salary
(cost/hour) AGV Forklift vehicle cost
Number of drivers
Installation /
Commissioning
Number of vehicles
Maintenance
Maintenance
Calculating the number of mobile robots is not easy. The final number depends on many factors such as
distance, number of missions, stacking height, vehicle speed, number of manoeuvres for pick and drop
operations, fleet bottlenecks, and so on.
Number of vehicles
On average 1 manned forklift = 1,3 or 1,5 robotic orklifts