Autonomous Planetary Rover Final Project Report
Autonomous Planetary Rover Final Project Report
4-26-2023
Gabriella Gonzalez
Trinity University
Clyde Johnson
Trinity University
Aislinn Marcee
Trinity University
Repository Citation
Anthony, Nolan; Gonzalez, Gabriella; Johnson, Clyde; and Marcee, Aislinn, "Autonomous Planetary Rover
Final Project Report" (2023). Engineering Senior Design Reports. 62.
[Link]
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Final Project Report
In addition to being able to traverse around or over obstacles in its path, the rover must also sustain high
carrying loads and protect expensive equipment. Thus, our senior design team developed a rover
prototype that has a suspension and active steering system that attempted to allow the rover to traverse
over obstacles. More specific requirements include being able to traverse obstacles greater than or equal
to the height of the radius of the rover’s wheels, maintaining a body clearance of ten inches, navigating
around or over obstructions without tipping over, completing turns with a 12-inch turning radius, and
protect a load of 100 lbs. In order to meet the aforementioned objectives, requirements, and working
criteria, the team implemented a rocker bogie suspension with six driving wheels and four independent
steering wheels.
Suspension
The addition of a robust suspension system was one of two primary focuses for this project. Given the
requirements for a robust suspension that can climb over obstacles as high as the radius of the wheel, as
well as the required independence between the sides, the team chose to implement a rocker-bogie
suspension design. The inspiration for this type of suspension was derived from research on previous
Mars and Lunar rovers which have similar functions to the data-collecting planetary rover our team is
constructing. The biggest inspiration for the team’s vision is NASA’s Sojourner, which was the first rover
to implement the rocker-bogie suspension, and is the rover closest to our planetary rover in size and
function.
A rocker-bogie consists of a larger “rocker” assembly and a smaller “bogie” assembly to maintain contact
between the ground and all of its six wheels at any given time. It contains a hinged assembly (Fig. E1)
Steering
The final design for our steering subsystem was also influenced by our project requirements, specifically
the requirement to implement an active steering system, the turning radius requirement, and the obstacle
course requirement. Because one of our project requirements was to achieve a turning radius no larger
than 12 inches, we decided to design and implement an independent steering system in the rover’s outer
four wheels so that we would be able to complete close to a zero degree turn. Additionally, because we
needed the rover to navigate an obstacle course, it would be required to complete different types of turns.
This requirement influenced our design as the rover’s wheels needed to be able to turn independently to
help increase maneuverability so that it could better traverse obstacles in the course.
To implement the required steering subsystem with the rocker-bogie suspension design, the team chose to
introduce independent steering to the rover. The rover’s independent steering system is used to steer each
of the outer four wheels of the rover to allow for improved maneuverability. Each steering column
(pictured in Fig.5) consists of a stepper motor, a belt pulley system, a nylon support, a vertical steering
column, and a wheel and gearbox. Each stepper motor is mounted in a 3D printed motor mount (Fig. E4)
on the outer four legs of the rover, and is connected to the vertical steering columns using a belt and
pulley system. An 8mm steel shaft is housed inside the steering column, which passes through two flange
bearings to allow for a smooth rotation. The 8mm shaft is then connected to the vertical steering column
using a flange shaft mount, which is connected to a vertical piece of 80/20 using a custom machined
aluminum mount (Fig. E5) from the HAAS MiniMill. The short 80/20 lengths that are used to construct
the frame of the steering columns are held together using the custom machined aluminum brackets seen in
Fig. E6 and mounted like in Fig. E7. When the stepper motors turn, the belt and pulley systems take
advantage of a low gear ratio to produce enough torque to rotate the full steering column assemblies.
Electronics
The rover’s electronics subsystem is responsible for the control of and power distribution to each of the
rover’s motors. In the rover’s original design, six individual motor drivers were used to control the rover’s
six independent brushless drive motors. These motor drivers were high-current, drawing up to 20 Amps
each, and interfaced with an Espressif ESP8266 microcontroller using logic level shifters to step the
ESP’s 3.3V to the 5V required by the driver boards. The independent research student who worked on the
rover’s electronics in 2022 identified an alternative brushless motor with built-in drivers and a much
lower current draw, and implemented two of them into the design. Our team built on this, ordering four
more of these 12V motors, and interfacing them with a new ESP32-WROOM-02 development board.
This new board was acquired to replace the old ESP8266 microcontroller because we needed more
general purpose I/O pins to run the stepper motor drivers that would also be added into the design later.
This new arrangement is lighter, has a smaller footprint within the chassis, and uses fewer wires than the
old wiring harness and driver boards. Our team was also tasked with adding active steering to the design,
so the integration of four stepper motors with 5:1 planetary gearboxes was carried out using four A4988
stepper motor driver boards. These boards allowed us to control each motor using only two signal pins,
1. Clearance
The distance maintained between the ground and underside of the Rover chassis shall be a minimum of
10.2 inches (the diameter of a wheel) in order to avoid any collisions between the chassis and obstacles.
Objective:
The objective of this test was to assess the suspension subsystem’s ability to hold the rover chassis high
enough to straddle obstacles 10.2” high without collisions with the obstacle, thus mimicking the need to
drive over certain rocks and other obstacles when traversing difficult terrain in the field.
Test Scope:
The scope of this test was to test clearance capability by placing an object that was exactly 10.2 inches
high to represent our required clearance height underneath the rover chassis with and without a load. This
test involved only the underbody clearance dimension of the rover.
Test Plan:
Instruments/Tools and Setup: Instruments needed to construct the 10.2” obstacle included 5.25” by 5.25”
column of wood, a ruler, and a vertical bandsaw. Once the obstacle was constructed, no instruments were
needed to conduct the test with the rover. To set up the test, all six wheels of the rover had to be a flat
surface, first without the battery load and second with the battery load. The obstacle was placed about one
foot directly in front of the rover’s path.
Procedure: Once the rover and obstacle were set up, the rover was driven straight over the obstacle. To
complete the test, the entire rover drove over the obstacle to make sure the entire underbody could clear
the obstacle without collision.
Acceptance Criteria:
For this test to be deemed successful, the underbody of the rover had to completely clear the obstacle and
have no contact with the 10.2” obstacle. Successful clearance was defined as not touching, dragging, or
high-centering (teeter-tottering) on the obstacle.
Test Results:
The entire rover successfully drove over the obstacle during the trial with no collisions on the lowered
chassis. The resulting pictures from this test can be found in Figure 9.
Evaluation:
Since the designated obstacle height was able to pass under without hitting or high-centering the rover,
the results of this test met the acceptance criteria and the test was deemed successful. The overall design
of the rover therefore meets the clearance design requirement. It was determined that there still remained
about 3.625 inches between the lowest part of the chassis and the top of the obstacle. Therefore, future
design iterations could include further reductions in the leg length and overall rover height.
2. Dimensions
The Rover must be less than 98.3 inches in height and approximately 33.75 inches in width in order to fit
through a standard door in CSI.
Objective:
The objective of this test was to confirm that the entire rover, once fully built, could enter/exit through a
standard CSI door.
Features Evaluated:
The main feature being evaluated was the overall size of the rover. Individual features that are part of the
overall size include the width of the suspension system, the size of the chassis, the width of the steering
columns with attached motors, gearboxes, and wheels, and mounted electronics on the exterior. Each of
these components sat off of the main chassis, and therefore introduced possible interference with the
width of a CSI door.
Test Scope:
The scope of this test required a fully intact, standing, and mobile rover to be placed in or driven through
a standard CSI door. The width dimension was the main focus of this test.
Test Plan:
Instruments/Tools and Setup: Besides the rover itself, no instrumentation was required to conduct this test
since the CSI door functioned as the measuring tool for overall width of the rover. To set up, the rover
Acceptance Criteria:
The results of this test were considered a success if the rover could fit through the CSI door without
collisions with the sides of the door frame or damaging/removing any components of the chassis, steering
system, or suspension system.
Test Results:
The rover was driven completely through the door without any components colliding with the door frame
or opened door, as seen in Figure 10. The rover was moved very slowly to avoid side-to-side rocking into
the door frame.
Evaluation:
Due to the instability of the legs, the rover tended to lean to one side while moving. Therefore, when this
test was conducted, the movement of the rover had to be very slow to avoid the side-to-side rocking
movement that would cause the steering assemblies to run into the frame. Besides the slow movement, the
rover successfully drove through the doorway without collisions, which means it met the acceptance
criteria for the dimensions design [Link] the test was successful, there was less than an inch
between the pulleys mounted on the gearboxes and the edge of the doorframe. Therefore, the overall
width of the rover cannot not be increased in any future designs. Possible methods to reduce the closeness
of the width dimensions to the door dimensions would be to reduce the overall width of the chassis, thus
bringing the suspension and steering systems in away from the edges of the door. Another method to
address adjustments to the width of the rover would be to rotate the gearboxes inside to avoid any
collisions with the pulley system.
Objective:
The objective of this test was to use a mockup of the rover’s steering column assembly to determine the
required amount of torque needed to turn the wheel on a standard CSI tiled floor in order to dictate which
size steering motors to purchase.
Features Evaluated:
This test evaluated our design for the rover’s independent steering subsystem, specifically the steering
motor required to turn the individual steering columns.
Test Scope:
This scope of this test examined the amount of torque required to rotate the steering column assembly
with incremental loads provided by objects available in the lab (Cinder blocks and water jugs). The load
increments tested were 28.75 lbs, 37.25 lbs, 57.5 lbs, and 79.25 lbs. These increments were all different
due to the objects being used to load the steering column, but demonstrated the behavior of the column
around and above our expected load of 30 lbs on every steering column. Since all conditions exceeded our
estimated load of 30 lbs on each steering column when the total load is distributed evenly, the test
provided a worst-case estimate of the required torque for the steering motors. The amount of torque
required to turn the steering column assembly was the only variable tested.
Test Plan:
Instruments/Tools and Setup: This test required wood, screws, a drill, and a Wera Torque Screwdriver. To
set up this test, a wooden support was constructed using hardware and wooden blocks from the
Makerspace. This structure consisted of two legs and a top piece with a hole. Setup required placing the
steering column in the hole such that the entire assembly was supported in a standing position, with the
wheel touching the ground and the 80/20 aluminum column protruding above the wooden stand (See
Figure 11). A wooden plank was then attached to the top of the 80/20 steering column via a screw to
provide a platform for the loads to be placed.
Assumptions: We assumed that all six wheels on the rover would carry the same amount of weight and
therefore all four wheels with steering motors would require the same amount of steering torque.
Procedure: A screw was inserted into the center of the wooden sheet, and the Wera torque screwdriver
was used with the screw to turn the steering column assembly. The torque screwdriver is designed to be
set at certain torque values such that when that value is reached, the screwdriver fails. With this setup and
the reading from the torque screwdriver, we were able to develop an idea of how much torque is required
Acceptance Criteria:
This test was deemed successful if the team was able to obtain repeatable and verifiable torque
measurements that could provide a useful reference when sizing our steering stepper motors using their
holding torque ratings. The holding torque ratings were used as the defining factor since we expect
holding torque to be the highest required torque from the steering motors.
Test Results:
With the lowest torque setting being 1.2 Nm on the Wera screwdriver, 1.2 Nm was the team’s reference
value. The wheel and steering assembly could be turned at the 1.2 Nm setting without the screwdriver
failing while carrying loads that varied from ~28 lbs to ~59 lbs and only required 1.7 Nm for the load of
~79 lbs.
Evaluation:
Since all loads overestimated the expected loads and all of the stepper motor candidates for the steering
motor had holding torques at or above 1.2 Nm, the team deemed the test successful. This information was
used to inform the team’s purchase of the 5:1 Planetary Gearbox Nema 17 Stepper Motor.
Features Evaluated:
This test evaluated the rover’s steering subsystem, specifically the performance of the stepper motor and
belt pulley system as seen in Figure E9, while also evaluating the functionality of the electronic circuitry
driving the stepper motor.
Test Scope:
The scope of this test was to make sure that the steering motor produced enough torque to turn the
steering columns, and not on interfacing the steering system to the rover. The motor being tested was a
5:1 Planetary Gearbox Nema 17 Stepper Motor. As seen in Figure E9, the motor was mounted on a
horizontal member of 80/20 connected to the vertical steering column using a 8 mm aluminum shaft
through two 8mm flanged bearings and a timing pulley.
Test Plan:
Instruments/Tools and Setup: The setup for this test consisted of clamping the horizontal piece of 80/20 to
a table to keep it stable, and then running a code to turn the motor (Fig. 12). NEMA ICS 16 was used as a
reference to ensure the stepper motor was used within its ratings.
Assumptions: We assumed that all six wheels on the rover would carry the same amount of weight and
therefore all four wheels with steering motors would require the same amount of steering torque to turn.
Procedure: To execute the steering prototype testing plan we designed and constructed one fully
functional steering column using the proposed stepper motor belt pulley system. This steering column was
mounted to a table or some other structure for support so that we could analyze the stepper motor belt
pulley system’s ability to rotate it. The steering column was loaded with one sixth of the total expected
weight of the rover (including the 100 pound load) to simulate what a single column would carry under
equal load distribution across all six steering columns. The stepper motor was programmed to turn the
column 90 degrees while loaded.
Acceptance Criteria:
For our steering prototype test to meet the acceptance criteria, the stepper motor belt pulley system had to
rotate a 30lb loaded steering column assembly at least 90 degrees without damaging the stepper motor or
breaking the pulley. The test had to also be performed without blowing the circuit board and controller
being used to control the motor or blow the motor itself.
Test Results:
After conducting the preliminary steering subsystem test we found that the selected steering motor was
unable to produce an adequate amount of torque to rotate a steering column loaded with 25lbs. The
stepper motor functioned correctly while the steering motor was unloaded, with the steering column
spinning in a full 360 degree turn, but once load was added, no turning motion could be achieved. A
second iteration of the test was conducted after making improvements to the system, which included
Evaluation:
Due to the fact that the steering motor was unable to rotate the weighted steering column assembly, the
initial iteration of this test was a failure. While investigating this issue with the sponsor, the team
designated several areas of possible problems: the electronics setup, the slippery CSI floor, a malfunction
in how the motor activates, and a gear ratio in the stepper motor that is too small. The team did find that
the steering motor was receiving less than half of its rated current when attempting to turn the loaded
steering column, so we focused on changing the electronics setup and circuitry to address this issue, while
also upgrading the size of the pulley placed over the steering column to improve the gear ratio and to
demand less torque from the stepper motor.
Since there are no speed requirements in the scope of this project or test, we deemed this test successful.
Furthermore, the circuit board, controller, and motor all remained intact with no shorts, burn outs, or any
other damage, verifying our current electronic setup for the steering motor.
Objective:
The objective of this test was to verify that the rover’s steering subsystem is capable of achieving a
minimum turning radius of 12 inches.
Features Evaluated:
This test evaluated the rover’s active steering subsystem which consists of four steering steering motors,
and six driving motors, and how these two motor types worked together.
Test Scope:
Given the simplicity of this test, the test scope was simply to drive the rover in a circle and measure the
radius of the turn. To be sure that we obtained repeatable data, we tested the rover’s turning radius for
both left and right-hand turns.
Test Plan:
Instruments/Tools and Setup: To set up this test, we placed the rover in an open area and pre-set the
wheels in a turned position so that once it began moving it started to turn.
Procedure: After placing the wheels in their respective turning positions and turning on the rover’s
electronics system, we then used its joystick to turn on the driving motors. In theory this would allow us
to begin driving the rover in a full circle in a way that would allow us to measure its turning radius.
Acceptance Criteria:
To meet the acceptance criteria for the turning radius tests, the rover must complete 3 turns with a turning
radius less than or equal to 12 inches. Specific to our test, this means that it must complete the turns
without breaking/disconnecting the 12-inch string connected to the center of the turn. If this is achieved
then it means that the rover’s turning radius meets the project requirements.
Test Results:
Due to the rover’s instability issues it was unable to produce a measurable turning radius. The rover’s
independent steering system includes wheels that can rotate a full 360 degrees, theoretically giving it a
turning radius of zero. However, due to f its overall instability and unreliable driving motor setup, it was
unable to complete the turn. Without a full turn we were unable to record the rover’s turning radius,
therefore resulting in a failure for this test.
Evaluation:
This test’s failure to achieve the turning radius requirement can be attributed to the overarching stability
issues caused by the weak 1 inch aluminum 80/20 used in the rover’s legs and suspension system. During
this test, the team was able to observe excessive torsional deformation in the longest 80/20 suspension
members protruding from the nylon rocker joint. This torsional deformation can be observed in Fig. 13.
While we did not have sufficient time to solve this problem, our recommendation to future groups looking
to address this problem would be to select a stronger material for these load bearing members such as 1
inch steel square tubing or thicker aluminum bars. Through testing and observation, our group determined
that this material weakness is the primary source of the problem, and we believe that a simple change in
materials would solve the issue and allow the rover to complete this project requirement. This
deformation must be addressed going forward before the current steering system can be fully tested if the
rover is to successfully meet the turning radius requirement.
Figure 13. Observable torsional deformation in 80/20 suspension members experienced during tests
4. Suspension
The Rover’s suspension system was upgraded to be more robust, while still able to interface with the
active steering system to maneuver around and over obstacles.
Relevant Test: Suspension Joint Stress Test
The first test of the rocker-bogie suspension was performed during the fall semester and used
mathematical analysis and Fusion 360 to verify our design’s ability to support the static stress of the
rover’s weight and 100 lb load.
Objective:
The objective of this test was to evaluate the durability of our proposed rocker-bogie suspension setup by
determining if our design could withstand the expected static load from the weight of the rover and its
carrying capacity.
Test Scope:
The scope of this test consists of two parts: a mathematical analysis and Fusion 360 stress analysis
examining the internal forces on various rover parts when it is loaded to the 100 lb requirement.
Test Plan:
Instruments/Tools and Setup: The mathematical analysis involved formulating force body diagrams of the
rover while sitting still on flat ground and solving for the expected axial and shear stresses on each of the
mechanical members. Fusion 360 was then used to model our suspension design and perform a stress
analysis on the 127-degree joint connection we expect to have the largest percentage of the total load. The
forces applied in the Fusion 360 simulations were determined by our mathematical analysis.
Assumptions: When conducting this test, we assumed that each joint for all six wheels would be
supporting the same amount of weight and that when at rest, the force acting downwards on both sides of
the rover was symmetrical. The total load of the rover (weight and carrying capacity) is distributed
evenly between the right and left sides of the rover. Therefore the right and left sides of the suspension
each hold half the total load. We then focused on only one side of the suspension (6 members) and used
half the total load as our static load. We also assumed that the bogie and rocker components of the
suspension are two rigid bodies connected at a pin joint with equal and opposite forces applied by each
component.
Procedure: Once the team had developed a rocker bogie design that could satisfy both the suspension and
steering requirements, we determined that to use steering columns we needed six mechanical members
with 90-degree connections on the bogie, and custom 127-degree, 98-degree, and 45-degree connections
between the other members of the rocker. We then used our known dimensions of the rover that fit within
our dimensions requirement and calculated the subsequent lengths of each member and angles in between
each of the connections. Following these calculations we performed a static analysis on the suspension.
Once the forces on each mechanical member were calculated, the axial and shear stresses in each member
was calculated with a safety factor of 3. The calculated stresses were then compared to the yield stress of
the 80/20 extruded aluminum being used to make the members. This comparison determined whether or
not the suspension members were anywhere close to yield under static loads.
The next step was to stress test our model of the rocker-bogie design in Fusion 360. Working off of the
rover model with the newly designed rocker-bogie components, a mockup of a differential bar and custom
joints were printed using composite nylon material. We used the stress analysis feature in Fusion 360 to
assess the stress put on the 127-degree joint, which we expected to be the joint with the highest
percentage of the total load. Given our expected stresses on each member from the mathematical analysis,
the Fusion 360 stress analysis gave us an idea of whether or not the composite nylon material used for
connections in the rocker bogie design can withstand the obstacle course at the end of the spring semester,
and whether an alternative material, aluminum, showed greater strength under the same stress.
Test Results:
Since all calculated stresses were far below the yield stress of 80/20 aluminum when calculated with our
determined safety factor of 3.0, the first part of the test demonstrated the members would not bend and
was deemed successful. The stress analysis was deemed successful since it showed the points of stress on
the joint with the expected forces, as well as demonstrated a noticeable difference between composite
nylon and aluminum materials. The results of this test can be found in Figures C3 & C4 in Appendix C.
Evaluation:
While the results of this test did not confirm whether switching away from nylon was a must, they did
demonstrate a possible weakness in the connection between the joint and the 80/20 that the team must
look for moving forward. However, the team determined that the small difference between the aluminum
and nylon joints was not significant enough to warrant changing the current design, and thus we chose to
stick with 3-D printed nylon composite joints.
Objective:
The objectives of this test include verifying that the chassis is not exceeding the 20° and 30° average roll
and pitch angles when traversing obstacles, as well as ensuring that the rover does not tip over.
Features Evaluated:
This test evaluated the suspension subsystem differential bar, which enables the two sides of the
suspension to move independently. The differential bar was evaluated based on the angle of tilt of the
chassis when one side of the suspension was raised on an obstacle. This test also provided a
visual/observational test to see if the mechanical members or joints were fracturing or bending.
Test Scope:
This test examined the functionality of the differential bar under static conditions while the rover was
sitting on an obstacle.
Test Plan:
Instruments/Tools and Setup: To measure the angle of the chassis, a level was used. Angle measurements
gave the team an idea of how far the rover tipped when traversing over the highest obstacle in the obstacle
course, allowing the team to make adjustments to the differential bar if needed. Placing the rover in the
Assumptions: For this test we assumed that the other wheels would be flat on the ground while one of
them would be placed on a 5.1 inch obstacle.
Procedure: For this test, one of the rover’s wheels was placed onto the 5.1” obstacle from the obstacle
course, and the chassis pitch and yaw angles were recorded using a level. This process was repeated until
every wheel had its turn being placed on the obstacle. The rover was planned to carry a 100lb load during
the whole test, however due to stability issues this test was done with no load. We used a level to take
manual angle measurements. The team also performed a visual inspection of the mechanical members and
suspension joints during each position of the rover to ensure no bending or fracturing.
Acceptance Criteria:
The chassis stability test results were accepted if the average pitch and roll angles output by the level did
not exceed limits of 20° and 30° respectively while each of the wheels on one side of the rover were atop
the 5.1” obstacle. The angle of the chassis while the rover is on level ground was recorded as a basis for
comparison for the tilting angles. Visual inspection of the suspension members and joints were successful
if the team did not detect any bending or fracturing.
Test Results
As illustrated in Tables 1 and 2 and Figure 14, this test was considered a success because every recorded
angle fell under the 20° and 30° roll and pitch limits identified by our test plan. For the first trial, the
original roll and pitch measurements were 0° and 3° respectively, so all numbers in Table 1 demonstrate
the angle value adjusted for the original angle of the chassis. After shortening the overall leg lengths, this
test was performed a second time. The original roll and pitch measurement for the second trial were both
0°, and thus Table 2 demonstrates the measurements taken during the trial with no need for adjustment.
Table 1: First Trial Adjusted Differential Bar and Tipping Test Results
Front Left Front Right Middle Left Middle Back Left Back Right
Wheel Wheel Wheel Right Wheel Wheel
Wheel
Pitch (deg) 6 1 1 0 0 1
Roll (deg) 4 5 2 1 1 2
Front Left Front Right Middle Left Middle Back Left Back Right
Wheel Wheel Wheel Right Wheel Wheel
Wheel
Pitch (deg) 3 4 1 2 1 3
Roll (deg) 3 5 1 4 1 4
Evaluation
With all measurements below our set limits, we were able to demonstrate that the rocker bogie was
functioning properly and was keeping the chassis stable while the obstacle was under each of the six
wheels, mimicking several different obstacle configurations. Visually, the team did observe bending in the
bogie joints, specifically with the right side bogie bending outward and the left side bogie bending
inward. While we still deem this test a success because no fracturing occurred in the beams, it did
pinpoint key areas of weakness that the team must address moving forward. It was due to this bending
that the team did not feel confident the rover could support a full 100-lb load yet, and thus the test was
performed with no load. Nonetheless, it was successful in demonstrating that our differential bar was
functioning properly.
Objectives:
The obstacle course test is the main evaluation of the rover’s performance. The rover’s completion of the
obstacle course with a rocker-bogie suspension and an active steering system while carrying 100 pounds
of extra weight will fulfill the requirements of the project. This test will follow the subsystem tests and
aims to assess how well the subsystems work together to maneuver the rover over and around various
obstacles. The obstacle course test will ensure that the requirements regarding steering, suspension,
carrying capacity, and ability of the rover to climb over obstacles are met with the final prototype design.
Specific objectives include:
1. The rover can steer around turns or large obstacles with a turning radius of 12” or less.
2. The rover can traverse over obstacles 5.1” tall or less with the rocker-bogie suspension, without
tipping over and while not exceeding average pitch and yaw angle limits of 20° and 30° for the
chassis.
3. The rover can complete the course with a 100-pound carrying capacity
4. The rover can be driven electronically, either through a programmed and loaded code or a remote
control.
Features Evaluated:
This test evaluated the rover as a whole, the cohesiveness of the subsystems, and the success of the
implemented robust suspension and active steering systems to fulfill the project requirements. This test
also verified that the NEMA ICS 16 and SAE J3206 standards (Appendix B) were followed and that the
team implemented safety protocols for our driving system and stepper motors correctly. The team’s
maintenance and servicing (charging) of the lead-acid battery used for each obstacle course test was
dictated by SAE J2950 (Appendix B) and evaluated during the obstacle course by observing the overall
performance of the battery while the rover was driving all 10 motors.
Test Scope:
Since all subsystems had been individually tested, the obstacle course tested the rover prototype as a
whole by running the rover through an obstacle course. This test required the construction of obstacles
and the obstacle course itself. The obstacle course was constructed and completed with various
sized/shaped obstacles, with one type of obstacle that was 5.1” high, one type of obstacle that was 10.2”
high, and terrain that was different, uneven heights (with a maximum height of 5.1”), as well as turns that
required a 12-inch turning radius. Since the rover was driven via a loaded program, the team also
monitored the safety of the equipment, the rover, and themselves per the SAE J3206 standard, ensuring
that this standard was being followed. Finally, since the rover utilized 4 stepper motors, the team followed
NEMA ICS 16 (Appendix B) and monitored the power intake and feedback from the stepper motors
throughout the test to ensure the motors were being used within their ratings.
Assumptions: This test assumed that all subsystems would be functioning as intended, and that all other
project requirements were able to be met.
Procedure:
Once the obstacle course had been constructed and the obstacles had each been placed in a designated
location, the rover was moved through the obstacle course by a team member using a joystick to control
the direction of the rover. Each run of the obstacle course required the rover to drive over two obstacles
that were 5.1” or less, straddle two obstacles 10.2” high, turn two corners with a 12-inch turn radius, and
drive over an uneven terrain path. The rover ran the same path through the obstacle course 3 times to
verify that the suspension and steering could withstand repeated use. The constructed obstacle course
along with the path of the rover is pictured in Figure 15, with an example of the uneven terrain path in
Figure 16.
Acceptance Criteria:
Observations of how the rover traversed the different sets of obstacles determined the success of the
design. Success was achieved if the rover drove over 5.1” obstacles without falling over, straddled a 10.2”
obstacle without hitting the underside carriage or high centering, conducted turns with a 12” turn radius
(measured using measuring tape) or less, and drove over uneven terrain (incremental height up to roughly
6 inches) without tipping (Fig. 16), falling, breaking, or causing the battery to slip off the chassis. It was
verified before the obstacle course test that the 5.1” obstacles would not cause pitch and roll angles that
exceeded the 20 and 30-degree constraints, so this was no longer a concern during this test. Visual
inspections of tipping, deformation, and overall ability to climb and traverse obstacles were made to
determine the success of the test. Success was determined if the rover could drive over the obstacle, solely
powered by its battery and controlled by a joystick and with no help from the team, and with no
destruction or deformation of the rover itself.
Test Results:
This test resulted in a fail. The rover was unable to traverse over any obstacles and complete turns,
meaning that it was unable to perform the obstacle course in its entirety. While it was able to satisfy the
Evaluation:
Based on the test results outlined above, our design was unable to meet several project requirements due
to the instability of the rover as a whole. The severe lean experienced by the rover exacerbated any side to
side movements and any difference in heights between the two sides of the suspension, threatening to tip
the rover over. Furthermore, the steering columns were too weak to push the wheels over an obstacle
larger than 0.5”. The inability of the rover to complete the obstacle course led the group to identifying
issues in the driving motor setup, the steering motor setup, and the nylon rocker joint, all of which have
the potential to further improve the rover’s performance by improving its stability. The driving motor
setup which was provided to our group by the previous summer researcher was inadequate when
implemented on the full scale rover. During dynamic loading conditions, the small 3D printed pulleys
used in the drive motor’s belt pulley system would detach themselves from the motor shafts on occasion.
In conjunction with slipping pulleys, the gearboxes themselves caused the wheels to bow inward,
contributing to further slipping of the pulleys. Additionally, the nylon motor mounts used to hold the drive
motors in place were held in place using just 2 80/20 screws and T-nuts. This attachment was insufficient
to hold the motor in place while the belt was under the tension required to power the motor. Because of
this, after a few seconds of driving the motor mount would slip and the belts would lose tension, causing
them to slip and skip. Our recommendation to resolve this issue would be to order metal pulleys as
opposed to the 3D printed ones currently used, and to redesign the motor mounts to be more secure and to
be made out of aluminum as opposed to nylon. Next, our group observed some minor issues with the
steering motor setup. Because the pulley and shaft flange used to transfer torque from the stepper motor to
the steering columns are connected using just set screws, we noticed that the set screws would loosen over
time, resulting in slipping. This is also a rather simple fix, and we recommend that a future group use
partially keyed shafts in conjunction with keyed gears and keyed shaft flanges to ensure that the stepper
motors can transfer their full power to rotating the steering column assembly. Lastly, our team also
identified some issues in the main nylon rocker joint used in the suspension setup. For this, we
recommend that future groups remake this joint, or a similar one, using aluminum to reduce any bending
which may occur in the joint itself. If addressed, we believe that these recommendations would allow the
rover to fully meet all of its project requirements by following all of the same testing procedures outlined
in this document. If these issues were to be addressed, the obstacle course test could be repeated to
evaluate the success of the design.
Figure 16: Rover placed on the “uneven terrain” obstacle in the obstacle course
Recommendations for improving the rover’s ability to hit and drive over the obstacle are to improve the
thickness of the steering shaft inside the steering column assembly. This shaft did not contain any grooves
for the set screws and also had a very small diameter. This combination led to the steering column being
unable to overcome the friction of pushing against the obstacle in an attempt to drive over it, causing it to
turn as the rover attempted to drive forward. It is also recommended to use metal pulleys for the timing
belts since the belts would begin to slip as the stuck wheel attempted to drive forward against the obstacle.
6. Carrying Capacity
Since this project is inspired by planetary rovers that carry loads with experimental equipment and data
samples, the rover must haul its own weight, plus an additional 100 pounds.
The following subsections detail the relevant acceptance criteria, test results, and evaluation for the
Carrying Capacity requirement in tests that have been discussed in previous sections.
Relevant Test: Obstacle Course Test
Reference Section 4 under the Obstacle Course Test subsection for the Objective, Test Scope, and Test
Plan.
Acceptance Criteria (for carrying capacity during the turning radius test):
The rover completes the turn radius test with an additional 100 lb load on top of the battery load.
Test Results (for carrying capacity during the turning radius test):
The rover failed the carrying capacity test with an additional 100 lb load because it was unable to support
the 100 lb load while moving without tipping over. It attempted the test only with the battery load and a
15 lb counterweight.
The Obstacle Course Completion requirement was to ensure that the team constructed the necessary
obstacle course for the final all-inclusive test of the rover. The following section details the components of
the Obstacle Course Test that are relevant to the construction of materials. All other information can be
found described in the previous sections.
Procedure: As demonstrated in Figure 17, the three obstacles were placed in a line to create the course for
the rover. The rover was required to go through the course once while putting the left-side wheels on the
obstacles, conduct a 12” turn at the turning point, and then repeat the course with the right-side wheels.
Acceptance Criteria:
In terms of this construction requirement, the acceptance criteria was solely based on if all types of
obstacles were made and placed in a course for the rover to run.
Test Results:
Since all three obstacles were constructed to the appropriate 5.1”, 10.2”. and uneven requirements and
placed in a course, as shown in Figure 17, this requirement was fulfilled.
For results on how the rover completed the obstacle course, reference Section 4 under the Obstacle
Course Test subsection.
Evaluation:
For an evaluation on how the rover completed the obstacle course, Reference Section 4 under the
Obstacle Course Test subsection.
IV. Conclusions
Over the course of one academic year, the team attempted to augment the locomotion of the planetary
rover through mechanical improvements to the suspension and steering systems. The final goal given by
our sponsor was for the rover to complete an obstacle course that contained obstacles the height of the
Of the seven project objectives decided upon by the team and Project Sponsor, three were achieved, three
were partially achieved, and one was not achieved. The three requirements that were achieved through
successes in a subset of our nine prototype tests include the Clearance, Dimensions, and Obstacle
Construction requirements. These three requirements were related to being able to conduct the other six
tests: making sure the rover would not collide with obstacles, ensuring the rover could move around the
CSI where testing took place, and ensuring the team constructed the necessary components for the
obstacle course test. The one requirement that was a complete failure was the Carrying Capacity
requirement since the rover was not able to support a 100 lb load on top of its battery load without
collapsing. The maximum load not including the 50 lb battery was about 15 lbs. This means the rover
held over 100 lbs in total when including the battery weight.
The three partially achieved requirements were the Suspension, Steering, and Ability to Overcome
Obstacle requirements. The team concluded that the Suspension requirement was partially achieved
because the implemented rocker bogie suspension was an upgrade from the original design with immobile
joints and it was able to interface with the steering system. The rover was able to conduct wide turns with
the steering system while supported on the suspension system. Furthermore, the team concludes this
requirement a partial success because the rocker bogie fundamentally functioned as expected, with the
rocker and bogie joints rotating separately, and the two sides of the rover moving independently using a
differential bar. All components of the rocker bogie were implemented. However, this requirement was a
partial failure due to the inability of the rover to maneuver over obstacles larger than 0.5”. This failure
was caused more by the material used for the suspension rather than the suspension design itself.
Similarly, the Ability to Overcome obstacles requirement failed in the sense that the rover could not drive
up and over an obstacle of 5.1”, but was a success when the rover was placed on the obstacles and did not
exceed our decided pitch and roll angle limits or tip over. The team concluded that the Steering
requirement was partially achieved because the team was able to implement an active steering system that
was controlled through a joystick. The rover could conduct a slow and wide turn to either side by
individually turning the two front and two rear wheels. However, this requirement was also a partial
failure because the minimum turning radius of 12 inches was not achieved. Due to stability issues, the
turning radius of the rover was unmeasurable.
The rover is currently a working prototype, with the ability to move forward and backward and turn left or
right very slowly. However, the prototype still contains problems with the stability. The team has
concluded that the failures of this prototype originate from several sources that are contributing to a lean
of the rover, introducing a large instability whenever the rover moves. The first source of instability is the
torsional bending of the 80/20 members as seen in Figure 13. While the rocker and bogie components of
the suspension interfaced together correctly, and independent steering was implemented on four of the six
wheels, this bending prevented either subsystem from being a complete success. A second source of
The team primarily recommends design changes that will increase the overall stability of the rover. These
include using thicker 80/20 members or a stronger metal entirely for the leg members of the suspension
system. For the suspension, the team also recommends using the same main join (Fig. E3) be made out of
metal instead of nylon to reduce flexing. Improvements to the gearboxes are needed to reduce the wobble
in the wheels and prevent the sway of the rover, and using metal pulleys mounted to the gearboxes would
make for a stronger grip by the driving belt. Finally, the team recommends using a shaft with a diameter
of 0.5 inches or more to ensure the steering column does not get pulled under the rover.
While the rover prototype completed by the team was not able to achieve the final goal, individual
components of the design were deemed successful. The team not only proved that a rocker bogie
suspension could interface with an independent steering system, we demonstrated the implementation of
the rocker bogie suspension with a differential bar that kept the chassis level when tested statically. The
final prototype is thus a preliminary proof of concept for the rocker bogie suspension and independent
steering system and requires only improvements to overall stability to eventually achieve the sponsor’s
goal.
V. Appendices
Appendix A: Setup, Operating, and Safety Instructions
Setup Instructions:
The rover’s microcontroller is loaded with its C++ test control program as shown in Figure G3. The
microcontroller will boot with this program when +12V is applied to the power distribution circuit. New
programs can be flashed using the microcontroller’s onboard UART connection. It is recommended to
connect to the microcontroller over USB and upload new programs compiled for the ESP32 module
onboard. It is recommended not to upload programs to the ESP32 while the rover’s motors are powered,
because some of the pins which get configured as GPIO when the microcontroller boots are also involved
in the onboard flash controller’s operation and the UART communication process. The current program
and wiring configuration avoids using these pins, but further expansion of the system may involve them,
so it is best practice to start up the microcontroller before powering on the rover by supplying it with +5V
over USB or the +5V bus with a Dupont wire.
The rover’s test program is controlled using an analog joystick that is connected to the microcontroller’s
analog input pins. Moving the joystick up or down drives the rover forward or backward, and moving it
left or right causes the stepper motors to turn the four steering wheels to prepare the rover for a turn. The
front and back sets of wheels turn opposite of each other for an effective turn radius. Connecting the
microcontroller to a computer over USB allows the user to read serial messages from the rover at 115200
baud rate. The program is currently configured to simply output the direction the rover is moving in, and
the analog reading of the joystick in that direction - however, the program can easily be configured to
relay more complicated diagnostic information and even sensor feedback this way.
Safety Instructions:
It is important not to operate the rover past its mechanical and electrical limits. Ensure that during
operation, the legs of the rover do not begin to twist excessively, and that the steering columns are clear of
the sides of the rover chassis so that none of the 80/20 hardware catches on the frame. The same applies to
the wiring; slack has been introduced to each of the twisted wire bundles going to each of the ten motors,
but if the operator is not careful, excessive steering can twist these wires out of their screw terminals and
damage the stepper motors or their drivers. Be careful to follow the wiring guide in Figure G5 carefully,
and adhere to Table G1 when modifying the rover’s firmware to ensure that the microcontroller is
configured correctly and the rover will not behave unexpectedly. Each of the stepper drivers is rated for
the amount of current being drawn, even when stalled, but the heatsinks on them still get very hot during
usage. It is advised to pay attention to the condition of these drivers, and not touch the heatsinks during or
directly after operation. The same goes for the LM7805 voltage regulator, which is responsible for
delivering power to the logic ICs of the stepper drivers and to the microcontroller. The condition of the
wiring should be routinely inspected to ensure that there are no loose connections or burnt components.
This project used the IEEE Code of Ethics to inform team activities, communication, and design
decisions. Our team strove to work in line with the standards of professionalism set forth by the three
sections of the IEEE Code. Portions 5, 6, and 7 of the IEEE code are particularly relevant. In accordance
with section I.5, our team followed the “seek, accept, and offer honest criticism of technical work” as well
as “credit properly the contributions of others” statements. Furthermore, in compliance with section I.6.
our team strove “to maintain and improve our technical competence and to undertake technological tasks
for others only if qualified by training or experience” by seeking out expert training and guidance when
faced with a task we lacked the technical training to complete. Our team also treated all persons fairly and
with respect, as outlined in section II.7. of the IEEE code of ethics. We also worked to reflect this code in
our design work, ensuring to respect standards of personal and community safety while creating a
well-documented project prototype.
● SAE J3206 (2021): Taxonomy and Definition of Safety Principles for Automated
Driving System (ADS)
This standard covers general safety principles for automated driving systems. As our rover will be
able to drive autonomously via loaded programs, these standards are relevant to how we design
these programs and implement them in practice.
“This SAE Information Report provides guidance for the consideration and application of the
safety principles for the development and deployment of ADS and ADS-equipped vehicles.”
● SAE J2950 (2020): Maintenance of Batteries and Battery Charging and Servicing
Facilities
This standard deals with proper methods for hands-on servicing and upkeep of lead-acid batteries
like those used in our rover design, and will help inform our testing and management of these
batteries.
“This SAE Aerospace Information Report (AIR) covers, and is restricted to, hands-on servicing/
maintenance of industrial lead acid batteries used solely for motive power and exclusively for
ground support equipment (GSE).”
● NEMA ICS 16 (2001): Motion/Position Control Motors, Controls and Feedback Devices
This standard applies to the four steering stepper motors used in our rover, detailing power
requirements and methods of feedback control for such motors. The motors used in our rover are
classified as NEMA 17.
“Covers rotational electric servo and stepper motors and their power requirements, feedback
devices and controls intended for use in a motion/position control system that provides precise
positioning, speed control, torque control or any combination thereof.”
Figure C1: Calculated angles and lengths for two different styles of rocker-bogie suspensions using the
known total length of the rover. (Left) Typical angled rocker-bogie with 90-degree angles and only four
linkages. (Right) The team’s design for a rocker bogie with vertical steering columns, and the resulting
necessary lengths and angles.
Figure E1: Total Fusion 360 Mockup of the Final Rover Assembly
Figure E3: Fusion 360 Main Rocker-Bogie Joint Design and Drawing
Figure G1. KiCAD PCB Schematic of Initial Two-Layer ESP32 Control Board Prototype
*REFERENCE LATEST
ROVERCONTROL CODE
SAE. (2020). Recommended Practices for Shipping Transport and Handling of Automotive-Type Battery
System - Lithium Ion. SAE J2950.
NEMA. (2001). Motion/Position Control Motors, Controls and Feedback Devices. NEMA ICS-16.
The Institute of Electrical and Electronics Engineers. (1990). IEEE Code of Ethics.