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IEEE TRANSACTIONS ON ROBOTICS 1

Robotic Snake Locomotion Exploiting Body


Compliance and Uniform Body Tensions
Junhyoung Ha , Member, IEEE

Abstract—The undulatory locomotion of snakes is one unique snakes can undulate forward or sideways on a flat ground
wonder of mechanical motions in nature. Traditionally, snakes surface, even in the absence of obstacles. Many studies have
were thought to push surrounding objects to propel their mo-
investigated the principles of this type of locomotion. It has been
tion. However, this does not explain their forward locomotion and
sidewinding on a flat surface. Recent studies have shown that found that snakes utilize anisotropic skin friction for forward
the snake’s forward locomotion and sidewinding are aided by a locomotion [12] and nonuniform ground contacts for forward
nonuniform ground-contact distribution. In this article, we propose locomotion and sidewinding [12], [13], [14]. These studies ob-
a novel control strategy to achieve nonuniform ground contacts for served anisotropic skin friction and nonuniform ground contacts
a robotic snake locomotion using body compliance and uniform in snakes and validated the observations through numerical
body tension. First, we present a set of mechanical analyses for
a continuum snake model. Then, we demonstrate that the deflec- simulations and physical experiments.
tion under gravity resulting from body compliance and uniform The anisotropic skin friction in undulatory locomotion en-
body tension naturally yields the contact distributions required ables snakes to slide tangentially with small friction, whereas
for forward and backward locomotion and sidewinding. Finally, a large friction arises against lateral slips. This unique property
simple control strategy is suggested for a robotic snake locomotion, has been leveraged to develop various snake robots. In [15], [16],
which was validated through dynamic simulations and physical
experiments. [17], [18], and [19], snake robots were developed using passive
wheels, which are an extreme implementation of anisotropic
Index Terms—Compliant robot control, snake locomotion, snake skin friction; the friction of the passive wheels is ideally zero
robot.
in the rolling direction and nonzero in the lateral direction.
Active wheels were also incorporated in snake robots for ad-
I. INTRODUCTION
ditional actuation dimensions [20], [21]. One typical limitation
NAKES can navigate through almost any terrain by curv-
S ing their bodies and interacting with the ground and sur-
rounding objects. Their unique locomotion has fascinated many
of wheeled robots is the limited types of terrain that they can
navigate. Several studies have been conducted to overcome this
limitation. In [22], [23], and [24], snake robots with passive
robotics’ researchers and has motivated the development of wheels have been developed to traverse parallel or nonparallel
robots that can mimic their unique locomotion. planes at different heights. Active wheels have also been used
It is traditionally thought that snakes push against surrounding to enable snake robots to climb steep stairs [25]. In addition, a
objects to navigate. Extensive studies have been conducted passive-wheeled snake robot was developed to open and pass
on snake locomotion and its robotization over the past few through self-closing doors [26]. Some studies have employed
decades [1], [2], [3], [4], [5], [6], [7] in which two main cat- partial ground contacts to eliminate kinematic constraints of
egories prevailed: undulatory [1], [2], [3], [4], [8] and nonun- wheels and enable more optimized motions [27], [28].
dulatory locomotions [5], [6], [7]. In studies of nonundulatory Meanwhile, efforts have been made to realize robotic snake
locomotion, the traditional thought that snakes propel by pushing locomotion without using wheels by utilizing motion planning
objects is generally valid. The interaction between a snake and and control approaches. Several studies developed wheel-less
surrounding objects during motion was mechanically analyzed snake robots, mainly based on the obstacle-aided controls [9],
and utilized to control snake-like robots [9], [10], [11]. [10], [11], [29], [30]. In these studies, snake robots were laterally
However, the undulatory locomotion is not fully explained by supported by surrounding obstacles during motion, resulting in
the snake’s interaction with surrounding objects. For instance, lateral slips being restrained by obstacles, while tangential slips
were allowed. As a result, the obstacles played a role similar to
that of the passive wheels and, consequently, facilitated forward
Manuscript received 18 February 2023; revised 27 May 2023; accepted 21
June 2023. This work was supported by the National Research Foundation locomotion. To navigate a more complicated environment, a
of Korea under Grant 2022R1C1C1005483 funded by the Korea Government locomotion strategy was developed by using virtual hoops and
(MSIT). This paper was recommended for publication by Associate Editor J. exploiting a nonsliding gait [31]. The existence of compliance
Zhao and Editor A. Menciassi upon evaluation of the reviewers’ comments.
The author is with the Center for Healthcare Robotics, Korea Institute of Sci- in mechanisms or controllers was also found to be useful for
ence and Technology, Seoul 02792, South Korea (e-mail: hjhdog1@gmail.com). wheel-less snake robots to conform to the environment and to
This article has supplementary material provided by the au- enhance durability. In [10], [30], and [32], compliant controllers
thor and color versions of one or more figures available at
https://doi.org/10.1109/TRO.2023.3294919. were adopted to aid snake robots in navigating through complex
Digital Object Identifier 10.1109/TRO.2023.3294919 environments by complying the robot bodies with obstacles and

1552-3098 © 2023 IEEE. Personal use is permitted, but republication/redistribution requires IEEE permission.
See https://www.ieee.org/publications/rights/index.html for more information.

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2 IEEE TRANSACTIONS ON ROBOTICS

pipes. In [30], [33], [34], and [35], a compliant robot skin was 2) Another convex optimization is proposed to calculate the
used to increase the surface friction and enhance the durability contact normal force distributions for a compliant snake
of the mechanism [36]. model under arbitrary body tensions. The resulting contact
Undulatory locomotion becomes more challenging when the normal forces for uniform body tensions in vertical bend-
environment lacks obstacles for lateral interaction. In this con- ing and axial torsion are similar to the contact normal
text, biological snakes have been observed to utilize nonuniform forces calculated by the first optimization for forward
ground contacts to achieve forward and backward locomo- locomotion and sidewinding, respectively.
tion [12], [37] and sidewinding [13], [14]. For instance, snakes 3) The results of the proposed optimizations suggest that the
generate rapid forward motion by lifting the side edges of their undulatory snake locomotions toward various moving di-
body curves, producing a sinus-lifting motion [12]. In contrast, rections can be achieved by combining a planar undulation
for backward locomotion, the center-lifting motion has been with two simple actuations, i.e., uniform vertical bending
observed in Cerastes vipera [37]. During sidewinding, the body and uniform axial twist. In detail, we found the following.
sections between the leftmost and rightmost edges of the body a) An upward vertical bending combined with planar
curve are alternately in and out of ground contact [13], [14]. The undulation results in sinus-lifting forward locomotion.
nonuniform ground contacts have been shown to enhance energy b) A downward vertical bending combined with planar
efficiency in a dynamic analysis [38]. Inspired by these find- undulation results in center-lifting backward locomo-
ings, researchers have demonstrated wheel-less snake-robots’ tion.
undulatory locomotion on flat ground by utilizing nonuniform c) An axial twist combined with a planar undulation
ground contacts [13], [14], [39]. The desired ground contacts causes a leftward or rightward sidewinding depending
for these robots were drawn from observations of biological on the twist direction.
snakes or mechanics-based numerical analyses. Subsequently, The proposed theories and actuations were successfully val-
the contacts were physically achieved by individual controls of idated through dynamic simulations and physical experiments.
a serial chain of rigid motors that swing laterally or vertically. Forward and backward locomotion, as well as sidewinding, were
The undulation was realized by lateral rotations, whereas ground achieved without the use of wheels. Notably, our experiments
contacts were controlled by vertical rotations. In most prior demonstrated a smooth sinus-lifting forward locomotion with-
studies on undulatory snake robot locomotion on flat ground, out relying on frictional anisotropy. This is particularly notewor-
only sidewinding was demonstrated, whereas forward loco- thy, as previous studies had suggested that frictional anisotropy
motion was barely realized. This could be mostly because, in was essential for efficient sinus-lifting locomotion [38], [41],
sidewinding, the ground friction constitutes the direct traction, making our findings a significant contribution to the field.
i.e., the locomotion is toward the direction of the friction force. The rest of this article is organized as follows. The convex
However, the forward locomotion is more complicated because optimization approach for calculating the contact force distri-
the robot should reverse the friction. butions of undulatory snake locomotion in various moving di-
In the present study, we focus on realizing undulatory loco- rections is proposed in Section II. Subsequently, another convex
motion of a snake robot on flat ground in various directions, optimization to compute the contact forces for the compliant
including forward, backward, and sideways, without using pas- snake model with body tension is formulated in Section III.
sive wheels. We aim at finding a simple control principle to Dynamic simulations and physical experiments to verify lo-
achieve the desired contact distributions for undulatory snake comotion control by uniform body tensions are presented in
locomotion, which produces more fluent locomotion than the Sections IV and V, respectively. Finally, Section VI concludes
conventional active contact control. A critical factor whose effect this article.
has not been fully clarified in previous studies is the snake’s
body compliance, which exists not only in bending but also in II. CONTACT FORCE DISTRIBUTION OF UNDULATORY SNAKE
torsion [40]. We found that body compliance combined with LOCOMOTION
vertical and torsional body tension greatly simplified the control
This section presents a convex optimization approach for
complexity for undulatory snake locomotion. More precisely,
calculating ground-contact force distributions for undulatory
the deflection under gravity, resulting from body compliance and
snake locomotion in an arbitrary direction. First, the kinematic
tension, naturally yields the contact distributions required for the
model of the undulatory motion is described, and then a convex
undulatory snake locomotion. The contributions and research
optimization framework is derived to calculate the contact force
findings of this study could be listed as follows.
distributions that satisfy the force and moment equilibrium,
1) A convex optimization is presented to calculate the
without considering specific actuation systems. A discussion of
ground-contact force distributions for the undulatory
the calculated contact forces in relation to previous studies on
snake locomotions in arbitrary moving directions. This
biological snakes is presented.
approach is capable of producing force distributions for
forward and backward locomotion as well as sidewind-
ing. Interestingly, the force distributions generated by our A. Kinematic Modeling of Undulatory Snake Locomotion
method align well with the ground contacts observed in Let L ∈ R and s ∈ [0, L] denote the snake length and arc-
biological snakes exhibiting sinus lifting, center lifting, length parameter, respectively, where s runs from the head
and sidewinding locomotion, respectively. (s = 0) to the tail (s = L). A usual configuration representation

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HA: ROBOTIC SNAKE LOCOMOTION EXPLOITING BODY COMPLIANCE AND UNIFORM BODY TENSIONS 3

Fig. 1. Definition of body frame on snake body.

Fig. 3. Ideal follow-the-leader path (dashed line) and snake body (solid line)
on the path at a time instant. The snake body moves along a path heading toward
the positive y-direction of the plane.

a sinusoidal function with a period of 2L/3 and the time period


Fig. 2. Shapes of snake body sampled over a cycle of undulation. Head is on is τ ∈ R. The resulting curve angle between the two inflection
the upper side, and θ is the curving angle between two inflection points.
points is denoted by θ ∈ R, as shown in the figure. The length
period was chosen for the body curve to include at least two
inflection points. In this case, the curvature function u(s) at
for continuum mechanisms [42], [43], [44] is utilized that con-
time t ∈ R is given by
sists of the body frame along with the body curve as functions of
⎡ ⎤
s. Defining R(s) ∈ SO(3) as the body frame of the infinitesimal 0
length segment at s, the 3-D body curvature vector u(s) ∈ R3 u(s) = ⎣ 0 ⎦ ∈ R3 (4)
3πθ 3π(s−vtan t)
satisfies
2L sin L
R (s) = R(s)[u(s)] (1) where vtan ∈ R is defined as vtan = 2L/3τ , the physical meaning
where (·) denotes the derivative with respect to s, and [·] of which will be explained later. The shape and location of the
represents the 3 × 3 skew-symmetric matrix representation of snake model are calculated by solving the ordinary differential
a 3-D vector, which is defined as follows: equations (ODEs) (1)–(3) for u(s) in (4), when the head pose
⎡ ⎤ (R(0), p(0)) is given as the initial condition.
0 −r3 r2
[r] = ⎣ r3 0 −r1 ⎦ (2) B. Contact Force Computation for Desired Velocity
−r2 r1 0
A convex minimization method for calculating the contact
for r = [r1 r2 r3 ]T ∈ R3 . Equation (1) can be understood using force distributions for various moving directions and speeds can
the standard rigid-body motion equation, [u] = R−1 Ṙ, where be derived based on the force and moment equilibrium of the
u is the angular velocity vector expressed in the body frame, snake body. We define variables for ideal follow-the-leader loco-
and the upper dot denotes the time derivative [45]. Equation (1) motion and express nonideal locomotion in terms of the defined
is given when the time derivative is replaced with the arc-length variables. Subsequently, convex minimization was formulated
derivative. to calculate the contact force distribution for general nonideal
Next, we define the frame R(s) along the body length. Since locomotion.
the choice of R(s) is arbitrary, we select a frame with physically 1) Ideal Follow-the-Leader Locomotion: In the follow-the-
interpretable axes for our later analyses. We define the frame leader locomotion, the head of the snake moves forward along a
R(s) such that its x-axis is tangentially aligned with the body path, while the rest of the body follows the head [46], [47]. An
curve, and its z-axis is perpendicular to the ground (see Fig. 1). ideal situation is depicted in Fig. 3, where the tangent velocity
The body curve is denoted by p(s) ∈ R3 , which satisfies the remains constant and the lateral velocity is zero for each point of
following equation: the body. The constant tangent velocity is 2L/3τ (= vtan ), which
is the length period over the time period.
p (s) = −R(s)êx (3)
The shape of the snake at time t is given as a segment of the
where êx = [1 0 0]T ∈ R3 . A negative sign appears here because path with a length of L, as illustrated in Fig. 3. In the figure,
s runs in the negative x-direction of R(s). the snake head departs from the plane origin at t = 0 and travels
The undulatory snake locomotion considered in this study is along the path at a speed of vtan . The principal direction of motion
illustrated in Fig. 2, where the motion is assumed to be planner is toward the positive y-direction of the plane. The head frame
with a negligible z-directional deflection. Here, the curvature is R(0) at time t is determined by aligning its x-axis with the path.

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4 IEEE TRANSACTIONS ON ROBOTICS

Consequently, the head pose at time t is given by p(s) = pideal (s) + v drift t. (14)
R(0) = exp([êz ]α(vtan t)) (5) The acceleration a(s) ∈ R3 can be obtained by differentiating
⎡ ⎤ (13) and is given as follows:
 vtan t cos α(σ)
pideal (0) = ⎣ sin α(σ) ⎦ dσ (6) a(s) = aideal (s). (15)
0 0
The velocity of the center of mass, v c = [vc,x vc,y 0]T ∈ R3 , is
where
given by
π θ 3πσ
α(σ) = − cos . (7) v c = v c,ideal + v drift . (16)
2 2 L
The angle α(σ) represents the direction of the path, where σ is Note that the term v drift determines the moving direction and
the length parameter coordinated along the path. The calculation speed of the snake’s locomotion. If the y-component of v drift is
of α(σ) involves integration of the z-component of u(s) in (4) negative, then the forward velocity of the snake is lower than
for s ∈ [0, σ] at t = 0. The rotation R(·) is not subscripted as that in the ideal case. If the y-component of v drift completely
pideal (·) because it remains identical in nonideal cases, which cancels the ideal forward velocity and the x-component of v drift
will be discussed later. Once R(0) and pideal (0) are calculated, is nonzero, the snake moves laterally, resulting in sidewinding.
the body frame R(s) and body shape pideal (s) are then computed 3) Convex Minimization for Contact Force Calculation: Let
by solving the ODEs (1)–(3), given the initial values R(0) and N (s) ∈ R denote the distributed ground-contact normal force at
pideal (0) in (5)–(6). The resulting R(s) and pideal (s) are given s. Then, the force and moment equilibria are derived by equating
by the time derivatives of the linear and angular momenta to the net
force and moment, respectively
R(s) = exp ([êz ]α(vtan t − s)) (8)
⎡ ⎤ 
 vtan t−s cos α(σ) d L
v(s)ρ(s)ds
pideal (s) = ⎣ sin α(σ) ⎦ dσ. (9) dt 0
0 0  L
= −μN (s)v̂(s) + N (s)êz − gρ(s)êz ds ∈ R3 (17)
In this case, the velocity of the center of mass is given by the 0
following length integration:  L
d
 (p(s) × v(s)) ρ(s)ds
1 L dt 0
v c,ideal = v ideal (s)ρ(s)ds ∈ R3 (10) 
m 0 L
= p(s) × (−μN (s)v̂(s) + N (s)êz − gρ(s)êz ) ds ∈ R3
where ρ(s) ∈ R is the linear density function (i.e., mass per 0
length), v ideal (s) ∈ R3 is the local velocity of the body at s, and (18)
L
m ∈ R is the total mass calculated by m = 0 ρ(s)ds. The local
where μ ∈ R is the ground friction coefficient, g ∈ R is the
velocity v ideal (s) is derived as the time derivative of pideal (s) in
gravitational acceleration, and v̂(s) ∈ R3 is the unit vector of
the form
v(s) defined as v̂(s) = v(s)/v(s). Here, the Coulomb fric-
v ideal (s) = vtan R(s)êx . (11) tion model was used without accounting for the stiction effect.
The terms −μN (s)v̂(s), N (s)êz , and −gρ(s)êz correspond to
If ρ(s) is a constant function, the forward velocity (i.e., the friction, ground contact, and gravity forces, respectively. By
y-component of v c,ideal ) remains constant over time, whereas the time derivatives on the left sides, (17) and (18) become
the lateral velocity (i.e., x-component of v c,ideal ) oscillates peri-
 L
odically around 0.
a(s)ρ(s)ds
The time derivative of (11) yields the acceleration aideal (s) ∈ 0
R3 . Note that each point of the body moves along the negative  L
direction of s at a speed of vtan . Applying the chain rule as = −μN (s)v̂(s) + N (s)êz − gρ(s)êz ds (19)
ds = −vtan dt and substituting (1), the acceleration is obtained 0
as follows:  L

2
(p(s) × a(s)) ρ(s)ds
aideal (s) = −vtan R(s)[u(s)]êx . (12) 0
 L
2) Nonideal Locomotion: We consider a nonideal case in = p(s) × (−μN (s)v̂(s) + N (s)êz − gρ(s)êz ) ds.
which the snake model exhibits positional drift from the follow- 0
the-leader path. In this case, the velocity differs from v ideal (s). (20)
Letting v drift = [vdrift,x vdrift,y 0]T ∈ R3 denotes the drift veloc-
The distributed contact normal force N (s) is a function of s,
ity, the velocity v(s) ∈ R3 and the body curve p(s) ∈ R3 are
which can be considered as an infinite-dimensional variable.
given by
Thus, there exist infinitely many candidates for N (s) that satisfy
v(s) = v ideal (s) + v drift (13) the finite number of equations (19) and (20). To obtain a smooth

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HA: ROBOTIC SNAKE LOCOMOTION EXPLOITING BODY COMPLIANCE AND UNIFORM BODY TENSIONS 5

solution, we consider the following minimization:


 L 2
dN (s)
min ds (21)
N (s) 0 ds
subject to (19) and (20) and
N (s) ≥ 0. (22)
In practice, this minimization is solved numerically by vec-
torizing the function N (s) through arc-length discretization
and using the finite-difference approximation of dNds(s) . The
moment and force equilibria (19) and (20) become six linear
equality constraints in the vector space, and the inequality con-
straint N (s) ≥ 0 induces a lower bound on every discretized
element of N (s). Finally, the problem is reduced to a standard
quadratic programming (QP), which is a convex minimization
of a quadratic objective subject to a set of linear constraints.
We used the quadprog(·) function in MATLAB, whereas any
other convex optimization solver could attain the same global
minimizer.

C. Observations of Contact Force Distribution for Desired


Velocity
We solved the minimization (21) and observed the resulting
contact force distributions for different movement directions.
The contact force distributions were computed for various mov-
ing directions by setting v c differently in (16) or equivalently
by setting v drift differently. More precisely, the following points
need to be considered.
1) For forward locomotion, vc,y was set positive, and vdrift,x
was set to zero.
2) For backward locomotion, vc,y was set negative, and vdrift,x Fig. 4. Intermediate snapshots of snake motions and corresponding contact
was set to zero. normal force distributions over a half cycle of undulation in (a) forward lo-
comotion, (b) backward locomotion, and (c) over two cycles of undulation in
3) For sidewinding, vc,y was set to zero, and vdrift,x was given sidewinding. The time instants of the motions are indicated by transparency,
nonzero values. where the curves become more opaque over time. The color bars represent the
Note that an arbitrary diagonal moving direction can also be force values. The force unit is N/m.
accommodated in our contact force computation by choosing
nonzero x- and y-velocities. Based on the length and weight
distributions of biological snakes reported in [48] and [49], we of the distribution in forward locomotion. This motion, termed
selected a representative snake model of 1 m in length and 1 kg center lifting, has recently been observed in biological snakes,
in mass. The time period τ and the curving angle θ were chosen as reported in [37]. This contact distribution can be utilized for
as τ = 1.5 s and θ = 180◦ , and the linear density ρ(s) was as- snake robots to achieve backward locomotion or, from a different
sumed to be constant, that is, ρ(s) = 1 kg/m. The gravitational perspective, forward locomotion with reversed undulation. The
acceleration was g = 9.8 m/s2 and the friction coefficient was contact normal force distribution calculated for sidewinding is
μ = 0.5. shown in Fig. 4(c). Once again, this distribution agrees with
The results are shown in Fig. 4. Here, vc,y = 0.15 m/s for for- the observation of biological snake sidewinding reported in [13]
ward locomotion, vc,y = −0.15 m/s for backward locomotion, and [14], where the contacts appeared as diagonal lines on the
and vc,y = 0 m/s and vdrift,x = 0.3 m/s for rightward sidewind- ground.
ing. During forward locomotion, as depicted in Fig. 4(a), the
contact normal force concentrates at the points on the snake
where the curvature direction changes. This finding is consis- III. UNIFORM TENSION ACTUATION FOR SNAKE LOCOMOTIONS
tent with the observation of sinus-lifting motion in biological To make use of the force distributions calculated in Section
snakes reported in [12]. It was noted that snakes contact the II, snake robots must dynamically control their contact force
ground at the inflection points of the body curve while moving distribution while undulating. However, this simultaneous con-
forward. In backward locomotion, as illustrated in Fig. 4(b), the trol of contact force distribution and body curvature may require
contact normal force distribution concentrates at the leftmost significant control effort. It would be beneficial to find a simpler
or rightmost edges of the body curve, which is the opposite actuation law for undulatory snake locomotion that demands

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6 IEEE TRANSACTIONS ON ROBOTICS

less control attention. Given that robots have limited degrees of


freedom, we aim to identify a low-dimensional actuation that can
closely reproduce the contact normal force distributions derived
in Section II.
A critical factor that has not been fully discussed in previous
studies on snake-robot control is vertical and torsional body
compliances. In this study, we show that control complexity
can be greatly reduced by exploiting body compliance. More
precisely, the body deflection resulting from body compliance
and gravity naturally leads to the desired contact distribution
under appropriate body tension constantly induced over the
whole body. In the following sections, we examine the internal
moments of the snake model and suggest a simple actuation law
for undulatory snake locomotion.

A. Observations of Internal Moments


In general, the internal moment during locomotion refers to
the actuation torques of snake robots to generate the motion.
For example, in the case of a snake robot built using multiple
motors, the actuation torques of the motors correspond to the Fig. 5. (a) Torsional moments [x-component of m(s)] and (b) vertical
internal moments at their locations on the robot’s body. bending moments [y-component of m(s)] at 12 different time instants in an
undulatory cycle of forward locomotion. The time instants were uniformly
It has been reported that the snake’s vertebrae can bend and distributed over an undulatory cycle as ti = i−1
12 τ . In (b), the last six curves are
twist [40]. The dominant actuation during undulatory locomo- superimposed on the first six curves, which indicates that the vertical bending
tion is lateral bending, whereas actuation in another direction moment repeats every half undulatory cycle.
(i.e., vertical bending or axial twist) causes a nonuniform contact
normal force distribution. In this section, we will analyze the
torsional and vertical bending moments to focus on the contact undulation parameters as those used for the forward locomo-
normal force distribution, whereas the lateral bending moment tion, backward locomotion, and sidewinding in Section II-C.
will not be discussed. The moments for forward locomotion are plotted in Fig. 5. In
The internal moment can be calculated by integrating along Fig. 5(b), the bending moments are mostly positive over the
the arc length using the Cosserat rod theory [50]. This theory entire length of the snake model, whereas the torsional moments
provides a set of differential equations that can be used to cal- are distributed symmetrically around 0. The moment curves for
culate the internal moments and forces for given external loads. the sidewinding are given in Fig. 6. In this case, as opposed to
Let m(s) ∈ R3 denotes the internal moment at s expressed in forward locomotion, the torsional moments are mostly negative,
body frame R(s). The x- and y-components of m(s) correspond whereas the bending moments vary over time in a complicated
to the torsional and vertical bending moments, respectively. manner.
Applying the Cosserat rod theory to the snake model yields

m τ [u] [] m B. Contact Force Distribution for Uniform Tension


= − (23)
n f 03×3 [u] n The internal moments for forward locomotion and sidewind-
ing exhibit sign biases, which can be used to derive a simple
where τ (s) ∈ R3 and f (s) ∈ R3 denote the external distributed control strategy for these motions.
moment and force acting on the snake model at s, respectively, Ideally, the internal moment should be entirely controllable
and n(s) ∈ R3 denotes the internal force at s. Again, (·) throughout the snake’s length, with the moment functions, as
denotes the derivative with respect to s. These variables shown in Figs. 5 and 6, for forward locomotion and sidewind-
are expressed in the body frame R(s). Assuming no axial ing, respectively. However, if only low-dimensional actuation is
compression or elongation, the strain vector  ∈ R3 is given allowed, a constant moment can be applied to each axis over the
as  = [−1 0 0]T because s is coordinated along the negative entire body length and undulation cycle. Based on the observed
x-direction of R(s). Note that τ (s) = 0 because the ground signs of the internal moments, we hypothesize that uniform
contact only exerts force without any torque. By substituting tension in vertical bending over the entire body can produce
τ (s) = 0 and f (s) = RT (s)(−μN (s)v̂(s) + N (s)êz − forward locomotion, while uniform torsion along the entire body
gρ(s)êz ) into (23) and integrating (23) with the free-end can produce sidewinding. To test this hypothesis, we will com-
boundary condition m(0) = n(0) = 0, the internal moment pute the contact normal force distributions for uniform tensions
m(s) is computed over the entire length. and compare them with the force distributions, as presented in
We computed m(s) for different moving directions at mul- Section II-C. The contact normal force distribution for a uniform
tiple instants over a cycle of undulation. We used the same tension can be computed through the following steps:

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HA: ROBOTIC SNAKE LOCOMOTION EXPLOITING BODY COMPLIANCE AND UNIFORM BODY TENSIONS 7

Similar to the previous minimization in (21), this can be solved


by discretizing ux (s) and uy (s) over s ∈ [0, L] and using the
exponential coordinate of SO(3) as
R(0) = R̃ exp([u0 ]) (27)
where u0 ∈ R3 is a 3-D vector and R̃ ∈ SO(3) is a constant
rotation matrix about which the exponential coordinate is de-
fined. Finally, the problem is reduced to a vector-space optimiza-
tion. Note that the problem is not convex because (1)–(3) and
(27) are nonlinear. Still, a nonlinear optimization solver can be
applied, while it can be stuck in a local minimum or numerically
unstable around the boundary of the conditional function (25).
Because we are interested in the behavior of the snake model
around the planar configuration (i.e., ux (s) = uy (s) = 0), an
approximate but robust and efficient approach to solving this
minimization is to linearize the system around the planar con-
figuration. The linearization of (1)–(3) and (27) yields a set of
linear equations between the vectorized pz (s) and the vectorized
ux (s) and uy (s). Referring to a formulation similar to that found
in [51], the linearization is expressed as follows:
Fig. 6. (a) Torsional moments [x-component of m(s)] and (b) vertical
bending moments [y-component of m(s)] at 12 different time instants in an u
x
z = Φ
p + Ψ1 u0 + Ψ2 p(0) (28)
undulatory cycle of sidewinding locomotion. The time instants were uniformly u
y
distributed over an undulatory cycle as ti = i−1
12 τ .
where u  x, u
 y , and p
z are the vectorizations of the corresponding
variables, and Φ, Ψ1 , and Ψ2 are the linear maps. The x- and
1) consider an elastic rod as the snake model; y-components of p(0) determine the location of the snake on the
2) apply a uniform tension as a rod precurvature; x- and y-plane but are invariant to the potential energy. Thus,
3) compute the body shape and contact normal force distri- they are set constant and only the z-component remain unknown
bution through energy minimization. in the energy minimization. By choosing R̃ as the head rotation
Note that this method is limited to static analysis of vertical of the planar configuration, we can additionally eliminate the
deflection and does not consider the dynamic effect of motion. z-component of u0 from the unknowns because the rotation of
The full dynamics of the system will be considered in our later the snake model about the z-axis is invariant to the potential
dynamic simulations. energy. In fact, the z-column of Ψ1 and the x- and y-columns
Let us consider the snake model as an elastic rod of circular of Ψ2 are zero because px (0), py (0), and u0,z are invariant to
cross section with a diameter d ∈ R, bending and torsional pz (s). Overall, the linearized system is reduced to
stiffnesses kb ∈ R and kt ∈ R, and radial stiffness kr ∈ R. ⎡ ⎤
u0x
u

Assuming linear elasticity, the body shape is computed using z = Φ x + Ψ ⎣u0y ⎦
p (29)
the following energy minimization: u
y
p0z
 L
min 0 (s) + r (s)ds (24) where u0x , u0y ∈ R and p0z ∈ R are the x- and y-components
ux (s),uy (s),R(0),p(0) 0 of u0 and z-component of p(0), respectively, and Ψ is the com-
bined linear map, which is a concatenation of nonzero columns
subject to (1)–(3), where r (s) is the linear density of the
of Ψ1 and Ψ2 . Minimization with the linearized system is a
potential energy for radial displacement, and 0 (s) is the linear
convex minimization, whereas the objective is not a quadratic
density of the potential energy for vertical bending, axial torsion,
function because of the conditional function r (s) in (25). To
and z-displacement, which are given by
use standard QP solvers for their robustness, we cast r (s) as an
1
2 kr ( 2
d
− pz )2 if pz (s) < d2 unconditionally quadratic function by introducing an additional
r = (25) minimization variable q(s) ∈ R such that
0 otherwise
1
and r = kr (q − pz )2 (30)
2
1 1
0 = kb (uy − ûy )2 + kt (ux − ûx )2 + ρgpz . (26) where q(s) is bounded by
2 2
Here, ux (s), uy (s), ûx ∈ R, and ûy ∈ R are the torsional cur- d
q(s) ≥ . (31)
vature (i.e., twist rate), vertical bending curvature, torsional 2
precurvature, and vertical bending precurvature, respectively, The minimization, including q(s) and (31), is equivalent to the
and pz (s) is the z-component of p(s). original minimization. Variable q(s) approaches pz (s) as closely

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8 IEEE TRANSACTIONS ON ROBOTICS

Fig. 7. Contact normal force distributions given (a) upper tension, (b) lower
tension, and (c) torsional tension. The color bars represent the force values. The
force unit is N/m.

Fig. 8. Undulatory locomotion control using uniform body tensions:


as possible by minimization. More precisely, q(s) converges to (a) forward locomotion, (b) backward locomotion, and (c) sidewinding. The
q(s) = pz (s) if pz (s) ≥ d2 , whereas q(s) saturates at q(s) = d2 red arrows indicate the locomotion directions. The lower and upper sides of the
if pz (s) < d2 . Thus, in both cases, the function value of (30) is body are colored differently to visualize the body twist. The 3-D body shapes
in the rightmost figures were computed by the proposed optimization.
identical to that of the original function (25). Replacing (25)
by (30) and inducing the upper bound of q(s) in (31), the
minimization becomes a QP with respect to u  x, u
 z , and q
, where three cases, the bending and twisting angles across the snake
q
 is the vectorization of q(s). body were 15◦ .
Once the minimization is solved, the contact normal force We can conclude that the compliant snake model with uniform
distribution is obtained from the linear elasticity as follows: body tension exhibits the contact normal force distributions
N (s) = kr (pz (s) − q(s)) . (32) required for undulatory snake locomotion in various moving
directions, and that the moving direction can be controlled by
C. Observations of Contact Force Distribution Under Uniform uniform tension. This is illustrated in Fig. 8. This control scheme
Tension was further validated by the dynamic simulations presented in
Section IV.
The body shapes and contact normal force distributions were
computed by minimizing the vertical bending and torsional
tensions, as shown in Fig. 7. The mass and length were chosen D. Body Compliance Versus Uniform Tension
as L = 1 m and m = 1 kg, respectively, the cross-sectional The contact normal force distributions determined by the
diameter was chosen to be d = 0.04 m, and the linear density minimization process, as outlined in Section III-B, correspond
was assumed to be constant, that is, ρ(s) = 1 kg/m. To select to the result of the balance between the body compliance and
the elastic properties kb , kt , and kr of the snake model, we the body tension. When the body is substantially stiff with
referred to the approximation of the snake’s elasticity pro- respect to the tension applied or the tension is considerably
posed in [52]. The snake’s body was modeled utilizing silicone large with respect to the given body compliance, the force is
rubber whose Young’s modulus and Poisson’s ratio are E = sharply concentrated at specific locations. In contrast, if the
10 MPa and ν = 0.5, respectively. Accordingly, the bending body is more compliant or the tension is smaller, the force
and torsional stiffnesses were chosen as kb = 1.2566 N · m2 and is distributed evenly. A desired force distribution can be ob-
kt = 0.8378 N · m2 , respectively, which were computed using tained by adjusting the body tension according to the body
kb = EI and kt = EI/(1 + ν), where I = πd4 /64. The radial compliance. In general, the more compliant the body is, the
stiffness was empirically chosen as kr = 10−4 N/m2 and the larger the tension must be to compensate for larger gravitational
gravitational acceleration was g = 9.8 m/s2 . deflections.
We want to highlight the resemblance between the force As an example, Fig. 9 demonstrates how the force distribution
distributions, as shown in Figs. 4 and 7. By applying uniform changes as the body tension and body compliance vary from
tension in the vertical bending upward with ûy = 0.2618 m−1 , those used in Fig. 7(a). In Fig. 9(a), only the body tension was
we obtained a force distribution that closely resembles the triplicated, resulting in a more concentrated force distribution
forward locomotion, as depicted in Fig. 4(a). Conversely, when than in Fig. 7(a). In Fig. 9(b), only the body compliance was
we used a lower vertical tension of ûy = −0.2618 m−1 , the triplicated (i.e., the body stiffness was decreased by one-third),
resulting force distribution was similar to the backward loco- resulting in a more evenly distributed force distribution. Finally,
motion in Fig. 4(b). Finally, by introducing a uniform torsion when both the body tension and body compliance were tripli-
with ûx = −0.2618 m−1 , we obtained a contact normal force cated [see Fig. 9(c)], the force remained almost identical to that
distribution that resembles the sidewinding in Fig. 4(c). In all in Fig. 7(a).

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HA: ROBOTIC SNAKE LOCOMOTION EXPLOITING BODY COMPLIANCE AND UNIFORM BODY TENSIONS 9

Fig. 9. Contact normal force distributions given upper tensions: (a) triplicated
body tension, (b) triplicated body compliance (one-third body stiffness), and
(c) triplicated body tension + triplicated body compliance. The color bars
represent the force values, and the force unit is N/m. The color-to-force mapping
is the same for all three cases, which is also identical to that in Fig. 7(a). Darker
red colors are used for forces exceeding the force range of Fig. 7(a).

IV. DYNAMIC SIMULATIONS


In Section III, we concluded that the compliant snake model
under uniform tension exhibits forward locomotion, backward
locomotion, and sidewinding. This suggests that the direction
of undulatory locomotion can be controlled by uniform tension.
However, this argument is still a hypothesis, as the force dis-
tribution calculated in Section II was not verified in reverse to Fig. 10. Dynamic simulations of snake robot given (a) upper tension, (b) lower
tension, and (c) torsional tension.
achieve the input motion. Additionally, the mechanical analy-
ses, as presented in Sections II and III, rely on the following
assumptions.
1) The friction forces lie on Coulomb friction boundaries.
Uniform tensions were modeled as biased neutral angles of
2) No dynamic effect is considered along the z-axis.
the springs. The bending neutral angles were biased upward or
3) The contact force calculation for the uniform tensions is
downward, expecting forward or backward locomotion, respec-
statics.
tively, whereas the torsional neutral angles were axially rotated,
A set of dynamics’ simulations was conducted for a snake-
expecting sidewinding. The angle biases in each of the springs
robot model to further verify our argument. The full Coulomb
for forward locomotion and sidewinding were chosen to be 2°,
friction model with the stiction effect was incorporated into the
and those for backward locomotion were chosen as 1°.
simulations, and the dynamic effects in all three dimensions
As previously discussed in Section III-D, the bending and
were considered. For the dynamic simulations, we used srLib, an
twist angles were crucial for achieving the desired contact
open-source Lie group-based multibody dynamics solver. The
distributions. Note that the tensions applied to the continuum
snake-robot model was an open serial chain connecting 15 links
snake model in Section III-C were 15◦ for both bending and
with 14 active position-controlled motors and 14 passive springs.
twist, which corresponds to approximately 1◦ of angle bias
The motors swang laterally, and the springs were vertically
for each spring in the snake-robot model. We tested various
bending and axially twisting.
angles around this value and determined the optimal angles for
The undulatory locomotion was realized by periodic joint
achieving fluent motions. Deviations from these angles resulted
motions with shifted phases, given by
in slower locomotion speeds and/or larger lateral oscillations
 due to the complex ground contacts of multiple links.
◦ 2πt 3π
θi (t) = 60.59 sin + i (33) The resulting motions are illustrated in Fig. 10, where the
1.5 14
robot moved forward and backward for the upper and lower
where θi (t) denotes the angle of joint i at time t. The parameters bending neutral angle biases, respectively, and left and right
were chosen such that the curving angle was approximately 180◦ for the clockwise and counterclockwise torsional neutral angle
and the time period of the motion was 1.5 s. biases, respectively. The average velocities of forward locomo-
The robot had a mass of 1 kg, with each link weighing tion, backward locomotion, and sidewinding were 0.125 m/s,
1/15 kg. The linear spring models used in the simulation had 0.098 m/s, and 0.313 m/s, respectively. For identical undulatory
bending and torsional stiffnesses of 18.850 N·m and 12.566 N·m, frequencies, sidewinding was the most efficient in terms of
respectively. These parameters were derived as a discretization average velocity. Note that friction was isotropic in the simu-
of the continuum snake model, as discussed in Section III-C. lations. The efficiency of forward locomotion may increase for

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10 IEEE TRANSACTIONS ON ROBOTICS

Fig. 12. Experiment measuring static friction. (a) Experimental setup. (b) Pose
of motor for measuring tangential friction. (c) Pose of motor for measuring lateral
friction. The green arrows in (b) and (c) indicate the directions of pulling forces.

TABLE I
MAXIMUM STATIC FRICTION FORCES IN TANGENTIAL AND LATERAL
DIRECTIONS

Fig. 11. Prototype snake mechanism. (a) Overview. (b) Joint structure. Signal
and power cables are omitted in (b). Grid size on the floor in (a) is 30 cm × 30 cm.

anisotropic friction, whereas the dynamic solver used for our


simulations supports only isotropic friction. separately in the tangential and lateral directions, as illustrated
in Fig. 12. To accomplish this, a force gauge was employed to
V. PHYSICAL EXPERIMENTS pull the motor using a string and rubber bands. The rubber bands
The simulation results presented in Section IV were put into converted the pulling displacement to continuous force changes,
test using a developed physical robot prototype. thereby enabling precise measurements. The measurement was
recorded at the point when the motor began to slide. To account
for the resolution of the force gauge, additional weights were
A. Prototype Snake Robot
added to the motor to amplify the friction, resulting in a com-
A snake-robot prototype is shown in Fig. 11(a). The robot bined mass of 450 g. Each direction was tested independently
comprised elementary servo motors (MG996R), an Arduino three times, and the results are presented in Table I. The data
Nano board, urethane blocks, and 3-D-printed plastic brackets. indicate that there is no significant difference in the friction
These were quickly available components that were chosen forces between the two directions.
for rapid experimental verification of the proposed locomotion
strategy. The robot was built as a connection of 15 servo motors,
where only 14 motors were position controlled, and the 15th B. Implementation of Uniform Tensions
motor was attached as the last module for its equivalent mass and An ideal hardware implementation of uniform bending or
friction properties. Each consecutive motor pair was connected twisting can be achieved using lower, upper, and helical tendon
using a 3-D-printed plastic bracket and urethane block that was routings. However, this requires sophisticated design and man-
flexible in bending and torsion, as illustrated in Fig. 11(b). The ufacturing of module housings with embedded tendon paths,
robot was 1.21 m in length and 1.22 kg in mass, which was which incurs significant cost and effort. In the present study,
slightly larger and heavier than the representative snake size our prototype robot was built as a minimum hardware imple-
(i.e., 1 m and 1 kg), owing to its motor dimensions and mass. mentation to validate the proposed locomotion control strategy.
The Arduino Nano board was attached to the eighth motor, and Similar to the uniform tensions implemented as biased neutral
the power and signal cables were routed on the top of the robot. spring angles in the simulations, bending and twisting in the
An external power source was used, and the main power cable physical experiments were implemented by prebending and
was placed in the middle of the robot and branched into each pretwisting the urethane blocks using rubber bands, respectively.
motor. The bending and twisting induced by rubber bands are shown in
The contact between the bare motor and the ground was Fig. 13. The resulting bending and twist angles accumulated over
slippery. Thus, the lower body of each motor was covered with the robot were approximately 150°, 90°, and 90° for forward lo-
insulation tape to increase the contact friction. To ensure the comotion, backward locomotion, and sidewinding, respectively.
absence of frictional anisotropy in the robot, the maximum static These angles were empirically determined in order to achieve
friction forces between a motor and the ground were measured the desired motion.

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HA: ROBOTIC SNAKE LOCOMOTION EXPLOITING BODY COMPLIANCE AND UNIFORM BODY TENSIONS 11

Fig. 13. Bending and twisting applied in experiments. (a) Upper bending.
(b) Lower bending. (c) Axial twist. Inset shows the rubber band routing for each Fig. 14. Experimental locomotion results for (a) upper tension, (b) lower ten-
case. Grid size on the floor is 30 cm × 30 cm. sion, and (c) axial twist. Green arrows indicate the motion directions. Snapshots
were taken at every 7 s in (a) and (b) and every 3 s in (c). Grid size on the floor
is 30 cm × 30 cm.

Similar to simulation outcomes, the sidewinding achieved


C. Motion Parameters the highest velocity, whereas the forward locomotion was less
The motion parameters were slightly modified from those in efficient, and the backward locomotion was more efficient com-
(33) because the motor rotations were observed to overshoot, pared with simulations. Several factors may contribute to the
particularly at the tail part. The tail tended to strike the middle differences between the simulation and physical experimental
of the body, occasionally pulling and entangling cables. This results, including friction coefficient, robot length and mass,
may be due to the insufficient torque and imprecise position robot compliance, bending and twist angles, and motor precision
control of the motors. Consequently, the sinusoidal amplitude and speed/torque limits. One potential cause of the asymmetric
was reduced by 10% from (33), and the undulation time period S-shapes observed in Fig. 14(a) and (b) is inaccurate motor
was increased to 2 s to compensate for the observed overshoot. control likely due to insufficient torque or inaccurate control.
Nonetheless, uniform tensions combined with planar undula-
tion successfully produced snake locomotion in the expected
D. Results directions.
The resulting motions are shown in Fig. 14 with semitrans- Our locomotion method was effectively demonstrated in these
experiments using a prototype robot bent or twisted with rubber
parent motion snapshots. As expected, the robot demonstrated
bands. Although the proposed method reduces control com-
forward locomotion, backward locomotion, and sidewinding for
upper bending, lower bending, and axial twisting, respectively. plexity significantly, more complicated mechanisms may be
necessary for adaptive bending and twist actuation.
Slight directional biases were observed, particularly in forward
locomotion, which were presumably associated with the asym-
metric hardware composition introduced by hand manufactur- VI. CONCLUSION
ing. The asymmetric hardware factors may include asymme- In this article, we demonstrated that undulatory snake loco-
try in the hand-cut urethane connections, misalignment of the motion in various moving directions can be achieved by body
motors’ neutral angles, and asymmetric cable layout and cable compliance and vertical and torsional body tensions. A planar
tensions. The average velocities were 0.101 m/s, 0.125 m/s, undulation combined with upper or lower vertical tension gener-
and 0.236 m/s for forward locomotion, backward locomotion, ates forward or backward locomotion, whereas a planar undula-
and sidewinding, respectively. tion with an axial twist yields rightward or leftward sidewinding

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12 IEEE TRANSACTIONS ON ROBOTICS

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HA: ROBOTIC SNAKE LOCOMOTION EXPLOITING BODY COMPLIANCE AND UNIFORM BODY TENSIONS 13

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[45] K. M. Lynch and F. C. Park, Modern Robotics: Mechanics, Planning, and and Ph.D. degrees in mechanical and aerospace engi-
Control. Cambridge, U.K.: Cambridge Univ. Press, 2017. neering from Seoul National University, Seoul, South
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