Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of...

15
1 Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart 1 , Thomas Gemmer 2 , Scott Ferguson 3 , and Andre Mazzoleni 4 North Carolina State University, Raleigh, NC 27695 Reconfigurable system design is known to be a strategy that offers vast performance improvement potential over traditional designs. Extending from previous work, this paper presents a strategy for assessing the domination of a reconfigurable concept. Using objectives that represent the performance demands placed upon a system at different segments of a mission, reconfigurable systems are shown in a multi-objective space as a collection of points. This is different than static designs which are typically represented as a single point. The principles of Pareto dominance are extended to describe the comparisons between systems in this space. A surrogate point is introduced to reduce calculation burden and provide a foundation for the development of a necessary condition for dominance. This approach is then demonstrated on a case study of Mars exploration rovers where a traditional rocker-bogie architecture is compared to the two-state Transforming Rolling Roving Explorer architecture. These principles lay the groundwork for choosing between reconfigurable and static systems when multiple objectives are considered. I. Introduction R econfigurability and flexibility are concepts associated with complex system design that offer large improvements in system performance and robustness. Reconfigurability is the ability of a system to change configurations repeatedly and reversibly,1 and benefits include multi-ability (operating at multiple performance points in the design space non-simultaneously), evolvability (changes to meet new demands), and survivability (changes to maintain functionality despite component failures). The goal of this paper is to explore the advantages of multi-ability when initially selecting system architecture. Specifically, this paper explores the architecture selection for a Mars rover. Tradespace visualization is a powerful tool for navigating the trade-offs inherent in system design, especially when multiple objectives are considered. This paper explores the challenges with, and establishes initial groundwork for, visualizing the complexity associated with reconfigurable systems in a multidimensional environment. Key challenges of this task relate to understanding how performance domination in a multi-objective space can be extended to a reconfigurable system, and how this domination may be explored visually. Solving these challenges will allow for the development of fundamental rules for evaluating reconfigurable architectures that can then be used to facilitate the application of multi-objective optimization techniques toward reconfigurable designs. Research over the last decade has seen an increased interest in the optimization of reconfigurable systems. Unmanned aerial vehicles have been a popular topic in particular. Research in this area has conducted sensitivity studies 2 , explored concept embodiment 3 , and developed analyses engines capable of spanning multiple disciplines 4,5,6 . Reconfigurable UAVs have also been envisioned with offline reconfigurations where the UAV is changed between missions by swapping out wing and/or propulsion modules 7 . Planetary rovers have also been considered as prime applications of reconfigurability. Research in this area has considered a wheel capable of changing width and diameter in response to different soil types 8 . In this work, wheel shape is changed to optimize a performance objective consisting of drawbar force and wheel drive torque. Results from this study demonstrated that the optimal wheel configuration was dependent on the weighting parameter used in the objective function. Reconfigurability has also been studied when designing a fleet of Mars Astronaut Transport Vehicles (ATVs) 9 . This work demonstrated that increased mission value could be obtained by employing a team of five reconfigurable 1 Research Assistant, Mechanical and Aerospace Engineering, AIAA Student Member 2 Research Assistant, Mechanical and Aerospace Engineering, AIAA Student Member 3 Assistant Professor, Mechanical and Aerospace Engineering, AIAA Member 4 Associate Professor, Mechanical and Aerospace Engineering, AIAA Member

Transcript of Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of...

Page 1: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

1

Tradespace Exploration of Reconfigurability using

Surrogate Points to Simplify Dominance Determination

Jason Denhart1, Thomas Gemmer

2, Scott Ferguson

3, and Andre Mazzoleni

4

North Carolina State University, Raleigh, NC 27695

Reconfigurable system design is known to be a strategy that offers vast performance

improvement potential over traditional designs. Extending from previous work, this paper

presents a strategy for assessing the domination of a reconfigurable concept. Using

objectives that represent the performance demands placed upon a system at different

segments of a mission, reconfigurable systems are shown in a multi-objective space as a

collection of points. This is different than static designs which are typically represented as a

single point. The principles of Pareto dominance are extended to describe the comparisons

between systems in this space. A surrogate point is introduced to reduce calculation burden

and provide a foundation for the development of a necessary condition for dominance. This

approach is then demonstrated on a case study of Mars exploration rovers where a

traditional rocker-bogie architecture is compared to the two-state Transforming Rolling

Roving Explorer architecture. These principles lay the groundwork for choosing between

reconfigurable and static systems when multiple objectives are considered.

I. Introduction

Reconfigurability and flexibility are concepts associated with complex system design that offer large

improvements in system performance and robustness. Reconfigurability is the ability of a system to change

“configurations … repeatedly and reversibly,”1 and benefits include multi-ability (operating at multiple performance

points in the design space non-simultaneously), evolvability (changes to meet new demands), and survivability

(changes to maintain functionality despite component failures). The goal of this paper is to explore the advantages

of multi-ability when initially selecting system architecture. Specifically, this paper explores the architecture

selection for a Mars rover.

Tradespace visualization is a powerful tool for navigating the trade-offs inherent in system design, especially

when multiple objectives are considered. This paper explores the challenges with, and establishes initial

groundwork for, visualizing the complexity associated with reconfigurable systems in a multidimensional

environment. Key challenges of this task relate to understanding how performance domination in a multi-objective

space can be extended to a reconfigurable system, and how this domination may be explored visually. Solving these

challenges will allow for the development of fundamental rules for evaluating reconfigurable architectures that can

then be used to facilitate the application of multi-objective optimization techniques toward reconfigurable designs.

Research over the last decade has seen an increased interest in the optimization of reconfigurable systems.

Unmanned aerial vehicles have been a popular topic in particular. Research in this area has conducted sensitivity

studies2, explored concept embodiment

3, and developed analyses engines capable of spanning multiple

disciplines4,5,6

. Reconfigurable UAVs have also been envisioned with offline reconfigurations where the UAV is

changed between missions by swapping out wing and/or propulsion modules7. Planetary rovers have also been

considered as prime applications of reconfigurability. Research in this area has considered a wheel capable of

changing width and diameter in response to different soil types8. In this work, wheel shape is changed to optimize a

performance objective consisting of drawbar force and wheel drive torque. Results from this study demonstrated

that the optimal wheel configuration was dependent on the weighting parameter used in the objective function.

Reconfigurability has also been studied when designing a fleet of Mars Astronaut Transport Vehicles (ATVs) 9. This

work demonstrated that increased mission value could be obtained by employing a team of five reconfigurable

1 Research Assistant, Mechanical and Aerospace Engineering, AIAA Student Member

2 Research Assistant, Mechanical and Aerospace Engineering, AIAA Student Member

3 Assistant Professor, Mechanical and Aerospace Engineering, AIAA Member

4 Associate Professor, Mechanical and Aerospace Engineering, AIAA Member

Page 2: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

2

vehicles to do the work of six static vehicles. Objectives in this work included vehicle range, speed, payload, and

towing capacity. While this list contains only a small subset of how reconfigurability has been leveraged in the

design of complex systems, its purpose is to demonstrate interest in this line of research.

The motivation for this paper also extends to systems that undergo a reconfiguration of their base architecture.

That is, their basic system functionality potentially changes when they reconfigure. A challenge associated with this

type of system is that analysis for these systems is non-trivial. Previous work by the authors explored this issue by

studying the performance of a rover that could reconfigure when traversing chaotic terrain by transitioning between

two main modes – rolling and driving10

. This rover design was compared to a traditional rocker bogie design for a

variety of terrain challenges. Utility theory techniques were then used to make a final architecture decision.

Even with recent advancements, a challenge in reconfigurable system design is representing them in a multi-

objective space. To this end, this paper seeks to answer two questions:

How should reconfigurable architectures be represented in a multi-objective tradespace?

How can reconfigurable systems be compared in terms of Pareto dominance?

This second question is further broken into three parts:

When does a static design dominate a reconfigurable design?

When does a reconfigurable design dominate a static design?

How can reconfigurable designs be classified against each other?

Understanding the Pareto dominance relationships in these systems will lead to simplification techniques for

intelligent architecture sorting. This is a necessary step toward the ultimate goal of performing multi-objective

optimization for systems that reconfigure at the architecture level. This paper will apply tradespace illustration to

develop guidelines for making decisions regarding reconfigurability.

II. Background

A. Mars rovers

Planetary rover missions offer an excellent opportunity for reconfigurability to provide extensive advantages.

Practical extraterrestrial rover design has advanced from the NASA Jet Propulsion Laboratory’s early work on lunar

rovers in the 1960’s to the landing of Curiosity on Mars last year. Rovers intended for use on Mars, and eventually

on other planets, face significant engineering challenges when compared to those faced when designing an Earth or

even a Moon based vehicle. Mars rovers cannot practically be controlled in real time since there is a delay time

ranging from about 7-30 minutes for radio communication. As a result, Mars rovers must have a fairly large degree

of autonomy, with human controllers selecting major waypoints in the desired path and the on-board computer doing

the actual maneuvering between them11

. The fact that little detail is known about the terrain must be accounted for as

well12

. Information gathered from orbit can provide only the general features of the landing location so the rovers

must be designed to deal with a wide variety of terrain features.

Figure 1. Earth test models of successful

Mars rovers

Sojourner (bottom) landed in 1997, Spirit/Opportunity (left) in 2004, and Curiosity (right) in 2012.

To date, all successful Mars rovers have used a six wheeled, rocker-bogie suspension system as the sole method

of locomotion. This suspension scheme was first used on the Sojourner micro-rover as part of the Mars Pathfinder

mission13

. It consists of a single axle differential interface (the rocker) with the main body of the rover connected

directly to one front wheel and to two rear wheels through a bogie. This design allows the weight of the rover to

Page 3: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

3

remain evenly distributed over all six wheels under any normally encountered situation, reducing the likelihood that

any one wheel will sink into soft ground, disabling the rover14

. The rocker-bogie also facilitates a large amount of

passive wheel articulation without the need for springs, allowing scientific instruments to remain relatively stable as

the rover progresses.

Figure 2. Left side of the Mars Exploration Rover rocker-bogie suspension

Several variations on the rocker-bogie suspension have been proposed for various applications. Using a

multistage bogie system provides even greater weight distribution over many wheels by connecting bogies together

in series15

. The shrimp rover suspension uses bogies and a single sprung wheel to achieve similar weight distribution

characteristics to the rocker bogie16

. The main limitation of these types of rigid suspension is their low achievable

speed. Dynamic jarring that begins to occur at speeds in excess of ~10 cm/s (depending on the overall rover size)

causes a severe decrease in rover stability17

. Up to now, increasing rover size has been the main method of

improving maneuverability. Eventually, this strategy will be limited by how much can be gained for additional

increases in mass.

The Transforming Roving Rolling Explorer (TRREx) is fully reconfigurable between two separate

locomotion modes: roving and rolling. The bio-inspired design was derived from the golden wheel spider, which

curls up its legs and pinwheels down sand dunes to escape predators. The TRREx uses its six, fully articulating legs

in its roving mode as a form of active suspension to maintain weight distribution over many terrain conditions.

When the rover encounters a decline, it reconfigures into a rolling mode by folding over and tucking its legs in. This

allows it to roll downhill, achieving high speeds and using little power. The TRREx can maneuver in rolling mode,

either to avoid obstacles or to move short distances, by controlled actuation of its legs to move its center of mass18

.

Figure 3. TRREx rover going through a reconfiguration

B. Tradespace exploration

A tradespace is the space created by enumerating all design variables for a system. It is the space containing all

possible designs. The dimensions of a tradespace are the decision maker defined attributes which are defined as the

decision maker’s perceived preferences. Utility theory is used to capture and model these preferences19

. Tradespace

Page 4: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

4

exploration is the task of the designer(s) to find preferred solution spaces and to seek new design solutions that

expand the tradespace. Pareto efficiency is used to sort possible designs into dominated and non-dominated

categories. A dominated solution is one for which its utility can be improved in one objective without reducing its

utility in any other objective. Thus, the goal of tradespace exploration is to find designs along the Pareto frontier

(the set of non-dominated designs) that can be considered as candidate solutions. Traditionally attributes are

combined in such a way that they capture the preference of a particular decision maker. Preferences of multiple

decision makers should not be combined20

. Fig. 4 shows an example of a two-attribute tradespace for a space tug

satellite. The y-axis is the utility score of the combined attributes and the x-axis is the total lifecycle cost.

Figure 4: Example tradespace illustration15

In the tradespace depicted in Fig. 4 the goal is to get the highest possible utility at the lowest cost. Thus the upper

left corner is the ideal space. A, B, and C are clearly designs on the Pareto frontier. Switching amongst these points

produces an improvement in one attribute but a loss in the other.

Many tools exist to assist the designer in visualizing the tradespace and using it to make decisions. The ATSV

software developed at Penn State University provides a large suite of tools for visualizing multi-dimensional spaces

with large populations of designs21

. RAVE is a computational software for decision support that seeks to provide

flexibility to the user in how the data is presented and manipulated22

.

Tradespace studies have been used to analyze the “illities” (reconfigurability, flexibility, durability, etc.) in an

epoch-era framework. The idea is to envision states of operating conditions (context, system, or needs) as an epoch

and to combine epochs together into eras. The illities are then expressed as movements in the tradespace to react to

the changes between epochs20

. They have been shown to be useful in several projects for space system design19,23

.

One major challenge with this approach is that several characteristics may make up any particular operating

condition and several conditions make up each epoch. Thus, many possible eras exist even for when a relatively

small number of epochs are considered. Analyzing all candidate designs for all possible eras is an excessively large

computational task. This is all before considering whether a design is capable of the desired transformation.

Another challenge is that the epoch-era framework can illustrate discrete reconfigurations sufficiently but does not

work for continuous, online transformations such as the reconfigurable wheel8 or JPL’s reconfigurable rover for

sample return24

. In this case you would need a new epoch at each small time step meaning a mission of any length

would have many epochs which would exacerbate the issue detailed above.

Page 5: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

5

C. Previous paper

In previous work, the authors of this paper began the process of assessing rover performance against chaotic

terrain10

. This paper builds directly on the previous work so the highlights of that paper are presented here. The

robot simulation software Webots25

was used to model the two rovers. It provides the capability to specify the

geometry, sensors, actuators, and control logic of a robot. Fig. 5 and Fig. 6 show the rovers models in Webots.

Figure 5. The TRREx testing model used in Webots10

Figure 6. The rocker bogie testing model used in

Webots10

Twenty terrain scenarios were created using three different parameters slope, friction, and rock field. Slopes

were 30o uphill, 15

o uphill, flat, 15

o downhill, and 30

o downhill. Friction was high: 38

o angle of repose; and low:

17o angle of repose

26. Rock fields were “sparse” and “rugged.” Sparse was modeled on the rock distribution at the

Viking 2 site and rugged was modeled on the Mars Hill testing site in Arizona12

. Fig. 7 shows two example trials.

The specifications of all twenty trials are included in Table 1.

Table 1. Trial specifications

Trial # Slope Rocks Friction Trial # Slope Rocks Friction

1 300

Sparse High 11 00 Dense High

2 300 Sparse Low 12 0

0 Dense Low

3 300 Dense High 13 -15

0 Sparse High

4 300 Dense Low 14 -15

0 Sparse Low

5 150 Sparse High 15 -15

0 Dense High

6 150 Sparse Low 16 -15

0 Dense Low

7 150 Dense High 17 -30

0 Sparse High

8 150 Dense Low 18 -30

0 Sparse Low

9 00 Sparse High 19 -30

0 Dense High

10 00 Sparse Low 20 -30

0 Dense Low

Figure 7. Examples of the sparse (above) and dense (below) rock fields used in the rover testing10

Page 6: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

6

The rovers were tested for their ability to move in a straight line from a starting point at the coordinate (2.5m,

4m) to a target at (22.5m, 4m). Every ten seconds of simulated time, Webots outputted the rover’s position. From

the position data, three performance characteristics were calculated: MFPR, Drms, and Vavg. The definitions of these

measures are included in the methodology section.

Utility theory was used to assign a non-dimensional score to the performance in each of the three categories.27,28

An overall score was found for each terrain trial using a weighted sum of the utilities of the three scores. Table 2

shows best and worst performance from the previous test.

Table 2. Best and worst for each performance measure10

Objective Best Observed Worst Observed

MFPR 20 0.05

Drms* 0.045 60.5

Vavg, flat/up 0.025 0.002

Vavg, down 2.66 0.01

Several theoretical missions were built up as combinations of the trials. A mission was defined by specifying

what percentage of the time of the mission spent in each trial. For example, the “basic” mission was 50% task 9, and

10% each of tasks 5, 10, 11, and 12. The utility score for the mission was the weighted sum of the utility scores of

the tasks. The best rover for each trial or mission was defined as the architecture with the highest utility.

Various sensitivity studies on the weightings were done to determine when and how the architecture choice

changed with the weights.

The data for four of the rover architectures in the case study of the paper was reused from the previous paper.

Furthermore, the objective functions used in the case study of this paper are mission segments that are built in

exactly the same way the theoretical missions were from the previous paper. Next, the method of using the

tradespaces for reconfigurable systems will be discussed. Then the focus will return to the rover simulation for the

case study.

III. Methodology

This section provides an approach for answering the two research questions identified in Section I. First,

guidelines for selecting the proper objectives to use in tradespace exploration are explored. A method of visualizing

the capabilities of reconfigurable systems in this tradespace is then introduced, and a definition of Pareto dominance

is provided. Finally, these definitions are used to simplify the sorting of reconfigurable systems using surrogate

points.

A. Illustrating reconfigurable systems in the tradespace The first consideration for illustrating reconfigurable architectures in a tradespace is deciding on the information

that should be included on each axis. This challenge is exacerbated by the fact that relevant information can exist in

many different spaces. The design space characterizes the parameters of the design. For simple systems, design

variables can be directly mapped to the performance space once the system is analyzed. This performance space is

typically characterized by objective functions that a designer wishes to maximize or minimize. Complex systems,

however, often require design variable information to be first aggregated into state variables. These state variables

are then used to predict performance of a system – think airfoil configuration linking to coefficient of lift which can

then be used in estimates of range and endurance. Designers, at times, may wish to examine the values of these state

variables when conducting a tradespace exploration.

The focus on tradespace exploration in this paper is limited to performance objectives that describe how the

system performs in its environment. For the rover case study used in this work, the performance objectives are

composite scores that characterize a rover’s ability to move downhill based on its performance scores in three

different measurements. Future work should explore the addition of other axes to the tradespace as to more fully

understand the trade-offs associated with reconfigurability. For example, a designer must explore the changes in

cost, system mass, design time, etc. that go with such a design.

A challenge of representing a reconfigurable system in the tradespace is that the system operates in only one

configuration at a time. Therefore, the axes of the tradespace should be divided in such a way that they represent the

demand on the system at different use instances. Once an appropriate tradespace has been defined, a method of

Page 7: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

7

illustrating the reconfigurable solutions is required. Reconfigurable systems should be represented by a collection of

points – each of which represents a potential system configuration.

Figure 8 shows a theoretical two objective performance space. In this example, both objectives are to be

minimized, meaning that the utopia point would exist in the bottom left corner of the space. Here, the solid blue

circles correspond to different possible configurations of a static system. Note that in this example these designs are

non-dominated with respect to each other and represent an effective Pareto frontier of solutions. The three yellow

points correspond to a reconfigurable system capable of achieving three distinct, non-simultaneous configurations.

The dashed line is used to represent reconfigurability – in that the system is capable of transitioning between these

configurations. The red line represents a continuously reconfigurable system, capable of achieving an “infinite”

number of possible configurations.

Figure 8. Reconfigurable systems in a two-dimensional performance tradespace

B. Defining dominance between systems Having illustrated the reconfigurable systems in the performance tradespace alongside the static systems, the

next task is to understand when each type of system can be considered dominated. Traditionally, a design vector ̅ is considered to be Pareto optimal if and only if there is no feasible design variable vector, ̅, with the

characteristics:

( ̅) ( ̅ ) for all i, i = 1, n (1)

( ̅) ( ̅ ) for at least one i, 1 < i < n

However, when reconfigurable systems are considered, this comparison is complicated by the fact that a

reconfigurable system can exist at several points in the performance space but cannot operate at more than one point

at a given time. The next sub-section explores when a reconfigurable system dominates a static solution.

Reconfigurable system dominating a static system

A reconfigurable system can be said to fully dominate a static design when:

At least one discrete configuration of the reconfigurable system is better in all objectives and is

feasible for all considered operating conditions;

Multiple discrete configurations of the reconfigurable system are better in all objectives, and the

set encompasses technical feasibility across all considered operating conditions.

This concept is demonstrated in Fig. 9. Here, a static design A is dominated in both objectives by the bottom

configuration of the reconfigurable system. This definition recognizes that, given the choice between the

reconfigurable system and the static design A, with all other considerations being equal, the designer should always

choose the reconfigurable system.

Page 8: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

8

Figure 9. Reconfigurable systems in a two-dimensional performance tradespace

A reconfigurable system can be said to weakly dominate a static design when:

At least one discrete configuration of the reconfigurable system is better in all objectives, but is

feasible for only a subset of all considered operating conditions;

When the best performance possible in each objective dominates the static solution and:

o No single reconfigurable state dominates the static solution, and

o The static solution does not dominate a reconfigurable state.

Under this definition it is assumed that the remaining configurations of the reconfigurable system are capable of

achieving technical feasibility for the remaining operating conditions. To facilitate this comparison, this paper also

introduces a technique capable of testing this condition through the placement of a surrogate point. The surrogate

point is defined as the location corresponding to the best performance in each objective available to the set of

reconfigurable states. The surrogate thereby represents the best performance available to the reconfigurable to the

reconfigurable system at any time. If a static solution dominates this surrogate, it will dominate all configurations of

the reconfigurable system. If the surrogate point is not dominated, the reconfigurable system can outperform the

static solution during some phase of the mission in at least one configuration.

Static system dominating a reconfigurable system

A static system can be said to fully dominate a reconfigurable system when:

The static solution is better in all objectives than all states of the reconfigurable solution.

Figure 10 illustrates this definition. The reconfigurable system B is dominated by the static design C because B’s

surrogate point is dominated. A designer should never choose B because he could choose C and have better

performance in both objectives at all times.

A static system can be said to weakly dominate a reconfigurable system when:

The static solution is at the same performance space location as the surrogate point.

Finally, the two systems are non-dominating if none of the above conditions are met. For example, the

reconfigurable system A is non-dominated because the static solution does not dominate A’s surrogate point.

Page 9: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

9

Figure 10. Reconfigurable systems in a two-dimensional performance tradespace

Reconfigurable solution dominating a reconfigurable solution

This process is even more complicated when multiple reconfigurable systems are compared. A necessary

condition for domination is that the surrogate point of a reconfigurable system R1 dominates the surrogate point of a

reconfigurable system R2. However, determining the strength of the domination requires the introduction of

sufficient conditions.

A reconfigurable system R1 can be said to fully dominate a reconfigurable system R2 when the following

sufficient condition(s) hold:

There exists at least one state of R1 that dominates the surrogate of R2 for all operating conditions

considered, or

Each state of R2 is dominated by at least one state of R1 for all operating conditions considered.

A reconfigurable system R1 can be said to weakly dominate a reconfigurable system R2 when the following

sufficient condition holds:

There exists at least one state of R2 that is not dominated by at least one state of R1 for all operating

conditions considered.

Consider reconfigurable systems B and F in Fig. 11. Neither surrogate point dominates the other, so these

systems do not dominate each other. Now, consider systems B and E. In this case, the top left configuration of E

dominates the surrogate of B. Therefore, all of the configurations of B are dominated by E, so E strongly dominates

B. Systems A and D represent a case of weak domination. While the surrogate point of D dominates the surrogate

point of A, the sufficient conditions for full domination do not hold.

Having created definitions for domination when considering static and reconfigurable systems, the next section

of this paper explores the application in a case study problem focused on the design of a Mars rover.

Figure 11. Reconfigurable systems in a two-dimensional performance tradespace

Page 10: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

10

IV. Case Study

A. Performance characteristics In previous work, four rovers were tested in three performance categories against 20 trials. See background

section (II.C.) for more details. For each trial, a score was assigned for mean free path ratio (MFPR), root mean

square distance from the path (Drms), and average speed in the trial (Vavg)10

. Mean free path (MFP) is the average

distance the rover can travel in a particular environment without encountering an insurmountable obstacle. MFPR is

the ratio of the rover’s mean free path to its minimum turning diameter29

. If MFPR is much larger than 1, the rover

is effective at in that terrain with little or no control effort. If MFPR is near 1, the rover will be able to move through

the terrain but will require sophisticated control and navigation schemes. If MFPR is much smaller than 1, no

amount of controller help is going to be able to overcome the fact that the rover does not have sufficient space

between obstacles to maneuver.

Drms is a measure of how much the rover was deflected from the trial’s straight line path. It was normalized

against the mean free path to control for human input to the experiments. Mathematically:

√ (( )

)

(2)

Where zrover is the position of the rover left/right of its intended travel direction and zpath is the location of the straight

line from start to the finish. The scalar multiple is applied to size the measure so it is easier to read.

MFPR and Drms are two ways of classifying the rover’s mobility in the terrain. By extension, they can be used as

measures of the sophistication and complexity of the control system required to overcome a given challenge. For

this paper, MFPR and Drms will be combined into one performance metric to represent mobility/open-loop

performance.

Vavg is the average speed of the rover through the terrain while it continues to make forward progress. Because

the rover mode TRREx and the rocker bogie were run with a constant wheel speed, it is a measure of the influence

the terrain had in slowing the progress of the rover. However, for the downhill trials, the TRREx in ball mode was

allowed to roll freely so a different utility scale was used for Vavg in the downhill trials. B. Experimental testing

Data was previously collected for four rover systems—two sizes of each of the two architectures. Two more

sizes were added in this paper for a total of six systems. While in the previous work the proper scaling parameter for

sizing the rovers was undecided, minimum turning diameter is now used as this is the scaling parameter used to

compare MFPRs. With this in mind, a larger TRREx rover and a smaller rocker bogie rover were tested so that the

three sizes are more accurately comparable between the two architectures. Table 3 enumerates the rover

architectures that are tested for this paper.

Table 3. Rover architecture sizes

Architecture Minimum turning diameter Size designation

Rocker Bogie

5.7 m Large

2.8 m Medium

1.4 m Small

TRREx

5.0 m Large

2.0 m Medium

1.0 m Small

Using the utility techniques described in the previous paper, three mission segments were composed. Together

these mission segments could be used to describe many interesting Mars exploration missions. The baseline mission

segment describes generally flat terrain with some instances of shallow climbs and descents and some instances of

Page 11: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

11

low-friction terrain and rugged terrain. Its profile is 60% trial 9 and 10% each of trials 4, 10, 11, and 13. The second

segment is primarily downhill. Its profile was 60% trial 13 and 20% each of trials 14 and 17. It is important to test

these architectures with at least one downhill segment because the design intent of the TRREx architecture is to

provide one configuration that specializes is downhill travel. To round out the mission, the final segment was uphill

travel. Its profile was 60% trial 5 and 20% each of trials 1 and 6. The objective axes in the tradespace, then, are the

utility scores in each of the mission segments.

Using these three segments, a large variety of actual Mars missions could be specified. For example, the first

mission phase might be travel across flat ground from the landing site to a crater—the baseline segment. The

second phase would be travel into the crater—the downhill segment. The third phase would be climbing back out of

the crater—uphill. Then the three phases could be repeated with additional craters for the duration of the mission.

C. Results

Figure 12 illustrates the architectures in the three dimensional performance tradespace. The top left, bottom

left, and bottom right graphs are the three two-dimensional comparisons since it is difficult to see what is happening

in the three dimensional chart. In this figure, it is clear that the small rocker bogie and the medium rocker bogie are

both fully dominated by the large rocker bogie. This is not particularly interesting since the focus is on comparing

the reconfigurable systems to the static systems. This figure shows that none of the static designs is fully dominated

by a reconfigurable design because in no case is there a single configuration of any of the reconfigurable

architectures that dominates the static architecture.

Figure 12. Three reconfigurable and three static designs in a three-dimensional tradespace

Figure 13 illustrates the process of placing the reconfigurable designs’ surrogate points in the space. Figure 14

shows the surrogate points in the space with the static points. From Figure 14, it is clear that none of the

reconfigurable systems are dominated by a static system because all of the surrogate points are non-dominated.

Also, since all of the surrogate points are non-dominated, none of the reconfigurable systems are dominated by

another reconfigurable system because the necessary condition of the surrogate being dominated is not met.

Legend

Large Rocker Bogie

Medium Rocker Bogie

Small Rocker Bogie

Large TRREx

Medium TRREx

Small TRREx

Rover Configuration

Ball Configuration

X

*

+

Page 12: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

12

Figure 13. Static systems and reconfigurable surrogate points

Figure 14. Static systems and reconfigurable surrogate points

Legend

Large Rocker Bogie

Medium Rocker Bogie

Small Rocker Bogie

Large TRREx

Medium TRREx

Small TRREx

*

X

Legend

Large TRREx

Medium TRREx

Small TRREx

LargeTRREx Surrogate

MediumTRREx Surrogate

SmallTRREx Surrogate

Page 13: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

13

Some additional observations are available by considering the two dimensional plots. This is analogous to

pretending the mission planners decided that they are dropping a mission segment. For example, maybe they no

longer feel the need to return from inside the crater, so only the baseline-downhill space is important. Or maybe

they no longer want to explore craters. They want to go up the sides of a volcano instead. Now only the baseline-

uphill space is important. In the baseline-uphill space, the surrogates for the TRREx rovers are in the same location

as the roving modes for the TRREx rovers. This is an indication that designing in the ball mode is unnecessary

since the ball mode will never be used in these segments; the designers would be better off omitting it to save the

mass, cost, constraints, etc. In the downhill-baseline space, the surrogate for the small TRREx dominates the

surrogate for the medium TRREx (as seen in Fig. 14), thereby meeting the necessary condition. In Fig. 13, it is

shown that the first sufficient condition is not met since the surrogate point of the medium TRREx is not dominated

by any configuration of the small TRREx. However, under closer inspection, both modes of the small TRREx

dominate the corollary mode in the medium TRREx, satisfying the second sufficient condition. So in the baseline-

downhill space, the small TRREx does dominate the medium TRREx.

Weak domination by the TRREx can also be seen in the uphill-downhill space. The surrogate points of both the

small and medium TRREx dominate all sizes of the rocker bogie design, but no single state does so. Therefore, both

the small and medium TRREx are said to weakly dominate all rocker bogies in this space. The surrogate point for

the large TRREx also dominates the small rocker bogie, showing that it is weakly dominate as well.

The observations resulting from these illustrations corroborate the results of the previous paper. The value of the

TRREx rover is in its ability to use its ball mode for the specialized task of going downhill. Next the conclusion

section will recount the critical points of this paper.

VI. Conclusions

In this paper, reconfigurable architectures were illustrated in a tradespace for the purpose of outlining the sorting

criteria of reconfigurable systems in a multi-objective framework by expressing reconfigurable solutions as a series

of connected points in the space. The points represent the objective scores of the various configurations that are

available to the system. The objectives should be built-up composite objective functions that represent the demands

on the system at different times. Specifying the objectives in this way handles the analysis issue that arises from

reconfigurable systems having to choose a configuration to operate in at any given time.

The reconfigurable system’s surrogate points were defined as the location in the space with the best score in each

objective from amongst the configurations available to the system. The surrogate point is used to do Pareto sorting.

To compare a reconfigurable system to a static design, the following logical rules were developed. The static

solution is dominated if there is a configuration of the reconfigurable system that dominates the static system. The

reconfigurable system is dominated if the surrogate point is dominated by the static system.

In comparing two reconfigurable systems, a necessary condition and a sufficient condition for dominance were

developed to simplify the sorting process between reconfigurable systems. The necessary condition is that for

reconfigurable system to dominate another reconfigurable system, its surrogate point must dominate the other

system’s surrogate point. The sufficient condition is that if any configuration of a reconfigurable system dominates

the surrogate point of another reconfigurable system, that system dominates the other system. Some comparisons

will pass the necessary condition but not meet the sufficient condition. In this case, detailed observation each

system’s available configurations is required to determine if either system is dominated.

In the case that two systems do not dominate each other, they can be either partially dominated or fully non-

dominated. The former case is when the configurations intertwine in space. The latter is where they occupy entirely

different parts of the space.

These principals were applied to a case study of 6 rover systems. Three were static systems and three were

reconfigurable. Rover architecture concepts were identified as being fully or weakly dominated. The main

applicability of the TRREx architecture was shown to be of greatest use when downhill segments were present in a

mission. Visualizing these principals in two dimensions is relatively easy. Applying them to three dimensions

makes it considerably more difficult to see what is happening in the space. The fact that the case study systems are

limited to only two configurations makes this somewhat easier. Visualizing three or more configurations in three (or

more) dimensions would be quite difficult. However, the insights gained and the procedures proposed for sorting are

applicable in any number of dimensions and for any number of configurations. They can begin to pave the path

toward rigorous algorithms that could be applied to the long term goal of optimization techniques for reconfigurable

systems.

Page 14: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

14

VII. Future Work

The following steps are proposed as avenues for future research in the direction of this study:

Expand the dominance principals laid out in this paper to continuously reconfigurable solutions.

Explore tools that can flesh out the comparison between reconfigurable systems when the necessary

condition is met but the sufficient condition is not. This should include an algorithm for comparing the

configurations to determine dominance.

Develop metrics to quantify the comparison of two reconfigurable solutions when neither dominates the

other. Potential inputs to such a metric may be the number of configurations, the dominated hyper-volume,

or the number of dominated configurations.

Provide mathematical rigor to all of the principals introduced in this paper for application to optimization

algorithms and so that they can be extended to more objectives and systems with more configurations.

VIII. Acknowledgements

We gratefully acknowledge support from the NASA Innovative Advanced Concepts Program through NASA

Grant No. NNX11AR26G. Any opinions, findings, and conclusions presented in this paper are those of the authors

and do not necessarily reflect the views of NASA.

References

1Ferguson, S., Lewis, K., Siddiqi, A., and de Weck, O., 2007, “Flexible and Reconfigurable Systems:

Nomenclature and Review,” ASME Design Engineering Technical Conferences, Design Automation Conference,

Las Vegas, NV. 2Martin, E., and Crossley, W., 2002, “Multiobjective Aircraft Design to Investigate Potential Geometric

Morphing Features,” AIAA’s Aircraft Technology, Integration, and Operations (ATIO), Los Angeles, CA, AIAA-

2002-5859. 3Crossley, W., Skillen, M., Frommer, J., and Roth, B., 2011, “Morphing Aircraft Sizing Using Design

Optimization,” Journal of Aircraft, 48(2): 612-622. 4Ferguson, S., Tilstra, A., Seepersad, C. C., and Wood, K. L., 2009, “Development of a Changeable Airfoil

Optimization Model for Use in the Multidisciplinary Design of Unmanned Aerial Vehicles,” ASME Design

Engineering Technical Conference, Design Automation Conference, San Diego, CA. 5De Breuker, R., Abdalla, M., Gurdal, Z., 2011, “A Generic Morphing Wing Analysis and Design

Framework,”Journal of Intelligent Material Systems and Structures, 22: 1025-1039. 6Gano, S., Perez, V., Renaud, J., Batill, S., and Sanders, B., 2004, “Multilevel Variable Fidelity Optimization of

a Morphing Unmanned Aerial Vehicle,” Proceedings of 45th 132 AIAA/ASME/ASCE/AHS/ASC Structures,

Structural Dynamics and Materials Conference, 19-22 April, Palm Springs, CA, AIAA 2004-1763. 7Patterson, M., Pate, D., German, B., 2011, “Performance Flexibility of a Reconfigurable Family of UAVs,” 11

th

AIAA Aviation Technology, Integration, and Operations (ATIO) Conference, including the AIAA Lighter-Balloon

Systems Conference and 19th

AIAA Lighter-Than, Virginia Beach, VA. 8Siddiqi, A., and de Weck, O., 2008, “Reconfigurability in planetary surface vehicles,” Acta Astronautica, 64:

589–601. 9Siddiqi, A., Iagnemma, K., and de Weck, O., 2006, “Reconfigurability in Planetary Surface Vehicles: Modeling

Approaches and Case Study,” J. Br. Interplanet. Soc., 59. 10

Denhart, J., Gemmer, T., Edwin, L., Ferguson, S., and Mazzoleni, A., 2012, “Assessing Reconfigurable Design

for a Chaotic Objective in a Mars Rover.” Proceeedings of the 14th

AIAA/ISSMO Multidisciplinary Analysis and

Optimization Conference. Indianapolis, IN. 11

Muirhead, B.K., 2004, "Mars rovers, past and future," Proceedings of the IEEE Aerospace Conference, 2004,

1:6-13.

12Golombek, M., and Rapp, D., 1997, “Size-frequency distributions of rocks on Mars and Earth analog sites:

Implications for future landed missions,” Journal of Geophysical Research—Planets, 102(E2):4117-4129. 13

Eisen, H. J., 1997, “Mechanical design of the Mars Pathfinder mission,” Proceedings of Seventh European

Space Mechanisms and Tribology Symposium, ESA Headquarters, Noordwijk, Netherlands, 11-17. 14

Harrington, B. and Voorhees, C., 2004, “The challenges of designing the rocker-bogie suspension for the Mars

Exploration Rover,” 37th Aerospace Mechanisms Symposium, Galveston, Texas.

Page 15: Tradespace Exploration of Reconfigurability using ... · Tradespace Exploration of Reconfigurability using Surrogate Points to Simplify Dominance Determination Jason Denhart1, Thomas

15

15Kilit, O., Yontar, A., 2009, "Stability of a new mars rover with multi-stage bogie mechanism," 4th

International Conference on Recent Advances in Space Technologies, pp.145-149. 16

Siegwart, R., Lamon, P., Estier, T., Lauria, M., Piguet, R., 2002, “Innovative design for wheeled locomotion in

rough terrain,” Robotics and Autonomous Systems, 40(2–3): 151-162.

17Miller, DP., 2002, "High-speed traversal of rough terrain using a rocker-bogie mobility system". Robotics

(Amsterdam) (0167-8493), p. 428. 18

Mazzoleni, A., 2012, “Biologically Inspired Transforming Roving-Rolling Explorer (TRREx) Rover for Lunar

Exploration.” 63rd

International Astronautical Congress, Naples, Italy. 19

Ross, A., Hastings, D., Warmkessel, J., and Diller, N., 2004, “Multi-Attribute Tradespace Exploration as Front

End for Effective Space System Design.” Journal of Spacecraft and Rockets, 41(1). 20

McManus, H., Richards, M., Ross-, A., and Hastings, D., 2007, “A Framework for Incorporating ‘ilities’ in

Tradespace Studies,” AIAA Space 2007. Long Beach, CA. 21

Stump, G., Yukish, M., Martin, J., and Simpson, T., 2004, “The ARL Trade Space Visualizer: An Engineering

Decision-Making Tool,” 10th AIAA/ISSMO Multidisciplinary Analysis and Optimization Conference, Albany, NY,

Paper No. 2004-4568. 22

Daskilewicz, M. J., and German, B. J., 2012, “Rave: A Computational Framework to Facilitate Research in

Design Decision Support,” Journal of Computing and Information Science in Engineering, 12(2): 021005 (9 pages). 23

Ross, A. M., and Hastings, D. E., 2006, “Assessing Changeability in Aerospace systems Architecting and

Design Using Dynamic Multi-Attribute Tradespace Exploration,” AIAA Space 2006, San Jose, CA, AIAA-2006-

7255.

24Schenker, P., et. al., 2000, “Reconfigurable Robots for All Terrain Exploration,” Proceedings of SPIE Vol.

4196 Sensor Fusion and Decentralized Control in Robotic Systems III, Boston, MA. 25

Webots. http://www.cyberbotics.com. Commercial Mobile Robot Simulation Software. 26

Perko, H., Nelson, J., and Green, J., 2006, “Mars soil mechanical properties and suitability of mars soil

simulants,” Journal of Aerospace Engineering, 19: 169. 27

Hazelrigg, G., 1998, “A Framework for Decision-Based Engineering Design”, ASME Journal of Mechanical

Design, 120: 653-658, 28

See, TK., and Lewis, K., 2002, “Multiattribute Decision Making using Hypothetical Equivalents,” Proceedings

of the ASME DETC Computers and Information in Engineering Conference, Montreal, Ontario, Canada. 29

Patel, N., Ellery, A., Allouis, E., Sweeting, M., and Richter, L., 2004, “Rover mobility performance evaluation

tool (RMPET): A systematic tool for rover chassis evaluation via application of Bekker Theory,” Proceedings of the

8th

ESA Workshop on Advanced Space Technologies for Robotics and Automation, ESTEC, Noordwijk, The

Netherlands.