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Figure 2. Relationship between the rotation center of femoral flexion/extension and insertion point of two partial muscles in the gluteus
medius. When the hip joint is adducted, the moment arm of the gluteus medius for the flexion/extension motion increases (blue arrow)
because the distance between the rotation axis and insertion point increases (gray arrow). When the hip joint is abducted, an opposite
trend is observed.
There is some possibility that the function works for difficult to control the lateral foot placement because it is
facilitating human walking. During the support phase, affected by movements of other muscles and disturbances
the leg must strongly support the upper body in the applied to the leg during walking. During the stance
frontal and sagittal planes. However, during the swing phase, the femur is adducted from the beginning of the
phase, it is necessary to make the leg move smoothly stance phase, when the support weight of the stance leg
for a stable walk. During walking, the legs must be ap- is increased, to the end of the stance phase. In contrast,
propriately controlled in the swinging phase because the during the swing phase of walking, the femur is abducted
influence of the ground surface of the foot on the stabil- because it is not needed to support the body and for
ity of walking is significant [14]. Actually, the gluteus the leg to increase the clearance of the ground and the
medius plays an important role in the control of the foot [16,17]. Based on this fact and the above-mentioned
lateral placement of the foot. The lateral placement is function, there is a possibility that the gluteus medius
known to be adjusted by controlling the gluteus medius has the following functions that structurally facilitate hu-
[15]. If this muscle contributes to the lateral support man walking: The muscle increases the flexion/extension
and works to increase the flexion/extension stiffness, it is stiffness and contributes to the lateral support of hip
ADVANCED ROBOTICS 205
We analyzed the moment of the femur exerted by the In addition, the moment arms of the muscle are changed
anterior and posterior parts of the gluteus medius based depending on the hip angle. Therefore, the moment arm
on a simple kinematic model. Figure 3 defines the r is given as follows:
coordinate system with the origin at the ball joint
center of the hip joint. Here, θ and φ indicate the fem- p i · ( p o − p i)
r = pi − ( p o − p i ). (4)
oral adduction/abduction and flexion/extension angles, ∥ p o − p i ∥2
respectively. Ra and Re are the rotation matrices
corresponding to the adduction/abduction and flexion/ According to these equations, moment τ generated by
extension angles, respectively. Here, the adduction/ several fibers of the gluteus medius is calculated by the
abduction and flexion/extension angles indicate the angle following equation:
change on the sagittal and frontal planes, respectively.
The three-dimensional attachment points on the femur τ = r × F. (5)
206 H. SHIN ET AL.
Figure 4. Femoral moment while the hip joint moves. Note that the φ-component of the moment responds to changes in the femoral
adduction/abduction φ for each θ . Therefore, the first figure shows that a moment which the leg returns to φ = 0 and the second figure
shows the moment which the leg moves to negative direction of θ The lines to which arrows are added arrows show trajectories during
walking. The gray line, the dashed line, and the white line show a trajectory during single-stance phase, swing phase, and double-stance
phase, respectively, which trajectories are reported by Arnold et al. [26]. The result of the first figure shows that the moment, when
φ = 0, becomes large during the stance phase, although it becomes small during swing phase. In addition, the second figure shows
that the moment which the leg moves to negative direction of θ becomes large during stance phase, but it becomes small during swing
phase.
Here, several attachment points are set based on Here, the unit of coordination is a millimeter, and the
anatomical research [12,13]. The attachment points of spring constant is K = 1 N/m, and it of τ is N m.
the anterior and posterior parts of the gluteus medius are
p o = p a = [65, − 40, 100]T and p o = p p = [− 50, 50,
100]T . Here, the attachment point on the femur has
2.2. Results and discussion
spread to the sagittal plane [11], and the moment arm
of the gluteus medius in humans is often represented as Figure 4 shows the moment of the gluteus medius when
multiple moment arms for flexion and extension [13]. φ is changed in each θ. Figure 4(a) shows the φ mo-
Therefore, we defined the attachment point of the glu- ment, which is for the flexion/extension movement, and
teus medius on the femur as p i = [75, 0, − 25]T , show- Figure 4(b) shows the θ moment, which is for the ab-
ing multiple moment arms for flexion and extension. duction/adduction movement. The results show that an
Using these conditions, changes in τ of these fibers in increase in the adduction angle when the flexion angle
response to changes in the adduction/abduction and flex- is constant (θ is increased when φ is constant) leads to
ion/extension angles were analyzed numerically. Note the increase in the moment of φ (Figure 4(a)). When
that the muscle can generate a pulling force but not the adduction angle becomes large, the results indicate
a pushing force, as we are considering human muscle. that the absolute value of the moment where the thigh
ADVANCED ROBOTICS 207
returns to the non-flexion/non-extension position (φ = robot, pneumatic artificial muscles (PAMs) are used to
0) increases. Conversely, when the adduction angle de- reproduce human-like muscles, which are flexible and
creases, the absolute value of the moment shows the have variable impedance [29]. Note that all sensors and
opposite trend. Similarly, in Figure 4(b), when the adduc- valves are mounted on the robot, and it can be self-
tion angle increases, the abduction moment increases, contained if we use a small CO2 bottle instead of using a
depending on how far the angel is distant from φ = compressor. The muscle structure, and control system of
0. Conversely, when the adduction angle decreases, an the robot are explained in following section:
opposite trend is observed. Although we assumed that the
muscle can be represented by a linear spring constant in
the simple kinematic model for the sake of simplicity, the 3.1. Arrangement of muscles
same can still be considered if monotonically increasing The muscle arrangement around the pelvis in humans is
spring constants are assumed for muscles found in the complex, three-dimensional, and redundantly arranged.
human body [27]. A robot that mimics human musculoskeletal structure
Here, we focus on the moment of the hip joint during must also have this complex and redundant structure.
human walking. The curved arrow lines of each figure in Thus, we developed a robot that can reproduce it with
Figure 4 show a trajectory angle of the hip joint during hu- a pelvis structure, whose muscle arrangement can be
man walking. The hip joint is abducted during the swing adjusted three dimensionally (Figure 6). It is possible
stance phase and is adducted during the stance phase. to adjust the via point of the muscle in the pelvis and
Therefore, each figure shows that the changes in the the insertion and origin points voluntarily because the
moment when the φ is changes are large during the stance pelvis structure can change the angle of the iliac bone,
phase (gray-dashed arrow) and they are small during the length of the pubis, and height of the pelvis. Therefore,
swing phase (gray arrow). To consider our hypothesis, we the robot can mimic the attachment point of muscles and
focused on the trajectory of Figure 4(a). The figure shows the moment arm in human. Figure 6 shows the robot with
that the gluteus medius has a large moment for the non- a human-like muscle arrangement. In its entire body,
flexion and non-extension positions(φ = 0) during the the robot has 34 artificial muscles, and the insertion and
stance phase and the moment becomes small during the origin points were set according to the knowledge of
swing phase. The fact indicates that the gluteus medius human anatomy [12]. The tendon-driven system is used
is pulled strongly by the sagittal movement during the in muscles around the pelvis because it is needed to
stance phase, but the pulled force during the swing phase add muscle length for generating a sufficient moment
become small. to walk. McKibben-type PAMs are used as actuators of
From this result and discussion, it was confirmed that the robot. It is possible to measure the muscle state using
the gluteus medius model consisting of the two segments the installed pressure and tension sensors in the target
has the function of our hypothesis in simulation. The muscle.
model is, however, insufficient because many other mus- The noteworthy point in this muscle arrangement is
cles and the environment interact and contribute to real- how to reproduce muscles with a flat-shaped structure.
izing human walking, and the purpose of this research is Biologically, most of the muscles are defined and simpli-
reproduction of the function in walking robot. Therefore, fied to line with attachment points (parts of muscles are
we confirmed that the function can be achieved and re- inserted or originated in bone) that are defined in points.
produced in a real robot with the simple gluteus medius However, humans have muscles that are not line shape
model by developing a musculoskeletal humanoid robot in the pelvis; these are simplified as planar shaped, and
that can walk. the attachment part is defined as a line and surface. To
reproduce the muscles that have planar shape, we used
two muscles based on their biological models [5,30,31].
3. Development of bipedal walking robot In fact, the gluteus medius and iliacus were separated in
Figure 1 shows the appearance of the developed robot. two directions to form a fan-shaped structure, and the
The robot’s height in the upright position is 1112 mm gluteus maximus was separated into two parts to form a
and its weight is 11.7 kg. Figure 5 shows the link lengths, flat-shaped structure (Figure 7).
which are designed to have the same ratio as those in hu-
mans [28]. The robot has 12 degrees-of-freedom (DOFs),
3.2. Femur structure
which include hip, knee, and ankle joints. Three-DOF
ball joints are used for the hip joint, 2-DOF universal The robot also mimicked the structure of the femur,
joints are used for the ankle joint, and the knee joints which consists of a hip joint with a pelvis, and adopted
are realized by a 1-DOF hinge joint. As actuators in the the neck shaft angle as in a human femur. The moment
208 H. SHIN ET AL.
Figure 5. Arrangement of PAMs in the developed musculoskeletal humanoid robot. The left and right figures show the schematic
arrangement of PAMs and names of human muscles corresponding to each PAM, respectively.
Figure 6. Developed pelvis structure. The red arrows show how the parts of the pelvis structure are moved.
arm of the gluteus medius is considered to be increased are switched by sensing the ground contact of a foot.
by the greater trochanter, which protrudes to the side Therefore, the architecture has a simple structure con-
because of the neck shaft angle, and provides a sufficient sisting of a main controller which controls the whole
moment in the hip for stability of the pelvis during walk- command, a local controller which controls the pressure
ing [32]. Therefore, the developed bipedal walking robot of muscles, and a local controller which senses the foot
was adopted. Note that the angle of the thigh was set to contacts. The whole system is driven at 1 kHz.
125◦ for the neck shaft angle and 170◦ for the quadriceps To control pneumatic artificial muscles, pressure sen-
angle by referencing those of humans. sors (PSE530, SMC) and solenoid valves (SYJ3340-6M,
SMC) which supply or exhaust air to the muscles were
directly connected to the muscles. The target pressure of
3.3. Control system
the muscles was controlled within the value of ± 30 kPa
The robot are adopted a simple control system that mus- using an on/off control with the solenoid valve chang-
cles are controlled by pressure, and the pressure patterns ing supply and exhaust depending on the value of the
ADVANCED ROBOTICS 209
Figure 7. Muscle structure of the pelvis. The left, middle, and right figures show the arrangement of the iliacus, gluteus medius, and
gluteus maximus.
pressure sensor. The patterns of target pressures in each 4.1. Setup of walking experiment
walking phase are given in order to generate walking
In this experiment, to make the robot walk, we used a
motion. Each walking phase (Swing phase and stance
simple feedback control, and the predetermined firing
phase) is switched using a trigger for a sensor attached
pattern of the artificial muscle is switched by triggers of
to each foot (Single axis force sensor, Tec Gihan).
foot contact recognition. The firing patterns of robot,
which are adjusted heuristically based on actual human
4. Experimental for verification of function of
firing pattern [17], are set as shown in Figure 8. To easily
the gluteus muscle
observe the gluteus medius, constant target pressures are
We verified the function of our hypothesis using the given to the muscles affecting adduction and abduction
developed walking robot with the three-dimensional mus- motions (#11, #15 and #16 in Figure 8) in each walk-
culoskeletal structure. The hypothesis was that the func- ing phase, and the pressures are only changed when the
tion which the effect of gluteus medius to the hip joint walking phase is changed. Target pressures of the muscles
is changed could be reproduced by a simple model con- contributing to flexion and extension motions (#13 and
sisting of these two parts of the gluteus medius. In this #14 in Figure 8) are always changed according to walking
experiment, we focused on monoarticular muscles, which phase as Figure 8 in order to make frontal motion of
mainly move the hip joint. Furthermore, we compared swing and stance. The pressure target value was set from
the inputted pressures and the tension of the gluteus 0 to 650 kPa every 25 kPa. Muscle activation patterns,
medius, which shows the amount of the pulled force, to which were separated into 10 patterns, were set during the
confirm the model worked so as to verify the hypothesis. stance phase from the initial contact to terminal stance
The experimental setup comprised the walking robot periods. Similarity, the patterns were set during the swing
and the state of each muscle to make robotic walking phase from pre-swing to terminal swing periods. The
possible. patterns are continuously changed. A leg is shifted to
210 H. SHIN ET AL.
Figure 8. Firing patterns of the robot during walking. The ratio of walking phase starts from the stance phase. The shown muscles
are monoarticular muscles which mainly control hip joint. Group #13 and #14 contribute to the flexion and extension movement,
respectively. Group #11 and the groups #15 and #16 contribute to the adduction and abduction movement, respectively. Group #17
contributes to the lateral rotation.
the support phase when the value of the force sensor of We compared the tension and single-joint muscles
the swing phase recognizes foot contact on the ground. contributing to each motion. For muscles of the abduc-
Each leg executed the command independently. In the tion/adduction motion, we used the adductor magnus
experiment, we first made the robot stand with a single and gluteus medius. For muscles of the flexion/extension
support leg. Next, we provided an initial velocity for motion, we used the iliacus and gluteus maximus. The
walking by pushing the robot to make it walk. To compare tension values of the gluteus medius and pressure values
the output commands of each muscle and tension sensors of the single-joint muscles in the sagittal and frontal
in the gluteus medius, we measured the pressure and plane movement are shown in Figure 10(a) and (b). In
tension information in each muscle. Here, considering each Figure, the muscle controlling the sagittal (flex-
that the muscles are controlled by the supplied pressure ion/extension) movement is indicated by the blue line,
and the muscles generate force because of being driven, and the muscle controlling the frontal (abduction/
the pressure shows output and the tension shows in- adduction) movement is indicated by the red line. The
put. tension value of the gluteus medius is indicated by a black
line. In the Figure, it seems that the tension of the gluteus
medius and pressure of the flexion/extension muscles are
4.2. Results and discussion
more similar than the tension of the gluteus medius and
Figure 9(a) shows sequential snapshots of a walking robot pressure of the abduction/adduction muscles during the
experiment. The walking control, which uses only the stance phase (Figure 10(a)). In contrast, the tension of the
ground contact information of the foot, with a simple gluteus medius and pressure of the abduction/adduction
feedback, made the robot walk. Figure 9(b) shows the raw muscles are more similar than the tension of the glu-
data values of the tension sensor of the gluteus medius teus medius and pressure of the flexion/extension plane
data during the walking motion. The gluteus medius was muscles during the swing phase (Figure 10(b)). To in-
provided firing commands based on the human gluteus vestigate how the gluteus medius is affected by the flex-
medius; these commands were maximized during the ion/extension muscles and abduction/adduction muscles
support phase and reduced during the swing phase, and in each walking phase, we calculated multiple correlation
it was observed that the tension was decreased and in- coefficients between each set of data.
creased during the swing and stance phases, respectively. Figure 11 shows the correlation coefficients between
To ease the verification of our hypothesis, fixed values the pressure values of muscles of each direction and the
were provided during the swing and stance phases. Here, tension of the gluteus medius. P values of t-test show
the pressure values of the gluteus medius were not stable, that each muscle group gets a low score of significant
and were slightly changed because of interference with differences (the values during swing phase is 0.005 and it
other muscles, as shown in Figure 10(a) and (b). during stance phase 0.006). Therefore, it is possible to say
ADVANCED ROBOTICS 211
Figure 9. An experimental sequence and tension values of gluteus medius during a walking experiment. The graph of the (b) shows
tension values of the left leg of the robot. The initial contact implies a moment when the swing leg contacts the ground and the phase
of the leg changes to the swing phase.
that the muscles affecting the sagittal (flexion/extension) to say that during the stance phase, the gluteus medius
movement indicate a high score of the correlation coef- affects the sagittal (flexion/extension) and frontal (abduc-
ficient during the stance phase, whereas the score is low tion/adduction) movements. However, during the swing
during the swing phase. Conversely, the muscles affecting phase, it mostly affects the frontal (abduction/adduction)
the frontal (abduction/adduction) movement show the movement but hardly affects the sagittal (flexion/
opposite trend. In other words, the gluteus medius has extension) movement.
mainly influence with the flexion/extension muscles dur- We confirmed that the gluteus medius passively
ing the stance phase and with the abduction/adduction switches functions, contributing to abduction motion of
muscles during the swing phase. Considering that the hip joint and contributing to the motion and enhancing
gluteus medius has a large positive moment arm of ab- stiffness in other directions. We verified that the simple
duction during the whole walking period [13], it is easy model of the gluteus medius can facilitate walking in
to understand that the gluteus medius has an influence robots by explaining the effectiveness of its body structure
on the frontal (abduction/adduction) movement during and through the results of the experiments conducted on
the stance and the swing phase. Therefore, it is possible a real robot with human-like musculoskeletal structure.
212 H. SHIN ET AL.
Figure 10. Experimental data during walking experiment of the robot. The graphs show mean values of four walking cycles and their
standard deviations. Tension values of the gluteus medius and pressure values of each single-joint muscle of each walking phase are
shown. The upper graphs of the (a) and (b) show tension values of the gluteus medius during walking. The middle graphs of them show
pressure values of frontal muscles. The lower graphs of them show pressure values of sagittal muscles. Note that the graphs of the stance
phase started at the time of heal contact and of the swing phase started at the time of toe off. In addition, the number of elements of
data is aligned with the minimum number of the elements of the data in the graphs.
ADVANCED ROBOTICS 213
Figure 11. Correlation coefficients between pressure of each muscle (frontal or sagittal muscles) and the tension of the gluteus medius
during stance and swing phases. Each coefficient in this figure is calculated from the original data of Figure 10(a) and (b). The graphs
of this figure show multiple correlation coefficients of the deferent four walking cycles. Note that the data used for calculating the
coefficients during stance phases are from heal contact of a target to toe off and the data used for calculating the coefficients during
swing phases are from toe off to heal contact. The left graph shows multiple correlation coefficients during stance phases (calculated from
Figure 10(a)). The right graph shows them during swing phase (calculated from Figure 10(b)). The average of the multiple correlation
coefficients between the gluteus medius and the frontal muscle during stance is 0.31. It between the gluteus medius and the sagittal
muscle during stance is 0.72. It between the gluteus medius and the frontal muscle during swing is 0.79. It between the gluteus medius
and the sagittal muscle during swing is 0.37. The results show that the gluteus medius has influence with the sagittal muscles during the
stance phase. However, the gluteus medius does not have not influence with the sagittal muscles during the swing phase. Note that the
frontal and sagittal muscles show abduction/adduction and flexion/extension muscles, respectively.
5. Conclusion from April 2017. His research interests includes bipedal loco-
motion, morphology and bio-inspired robots.
In this study, we focused on how the function provided
by the mechanical properties of the gluteus medius can Shuhei Ikemoto attained his PhD in engineering from Os-
aka University in March 2010. He was a JSPS Research Fel-
be exploited to facilitate walking. To verify this idea, we
low from April 2009 to March 2010, an assistant professor
explained how the muscle is affected during walking, in Graduate School of Information Science and Technology,
and developed a musculoskeletal humanoid robot with Osaka University from April 2010 to June 2014, and a specially
a human-like musculoskeletal structure, in which the appointed assistant professor of The Institute for Academic
gluteus medius was reproduced as a simple model. Using Initiatives, Osaka University since July 2014 to March 2015.
experimental approaches, the existence of the aforemen- He is now an assistant professor in the Department of System
Innovation, Graduate School of Engineering Science, Osaka
tioned function and the availability of this simple model University. His research interests include biologically inspired
of the gluteus medius was successfully confirmed. robotics/algorithms and physical human-robot interaction.
Koh Hosoda received his PhD degree in Mechanical Engi-
Disclosure statement
neering from Kyoto University, Japan in 1993. From 1993 to
No potential conflict of interest was reported by the authors. 1997, he was a Research Associate of Mechanical Engineering
Department, Osaka University. From 1997 to 2010, he was an
associate professor of Graduate School of Engineering, Osaka
Funding University. From 2010 to 2014, he was a professor of Graduate
This research was supported by ‘Program for Leading Graduate School of Information Science and Technology, Osaka Univer-
sity. From 2014, he has been a professor of Graduate School of
Schools’ of the Ministry of Education, Culture, Sports, Sci-
Engineering Science, Osaka University. In the mean time, From
ence and Technology and Grant-in-Aid for Scientific Research April 1998 to March 1999, he was a guest professor in Artificial
[17J04761] of Japan. Intelligence Laboratory, University of Zurich. From November
2005 to March 2010, he participated in the JST Asada ERATO
Project as a group leader.
Notes on contributors
Hirofumi Shin received his master degree in Information References
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