Article Task-dependent impedance and implications for upper-limb prosthesis control The International Journal of Robotics Research 1–20 © The Author(s) 2014 Reprints and permissions: sagepub.co.uk/journalsPermissions.nav DOI: 10.1177/0278364913517728 ijr.sagepub.com Amy A Blank1 , Allison M Okamura2 and Louis L Whitcomb1 Abstract Modern-day prosthetic limbs are currently unable to imitate the versatile interaction behaviors of real human arms. Although humans can vary the impedance of their arms, commercially available prosthetic limbs have impedance properties that cannot be directly controlled by users. We investigate the hypothesis that user-selectable prosthesis impedance properties could improve the user’s ability to interact effectively with a variety of environments. We report the results of a series of human subject studies exploring this hypothesis using either a virtual prosthesis or a robot arm as a prosthesis proxy. We observed human performance with different stiffness and damping levels in the prosthesis proxy in two onedegree-of-freedom tasks: (1) a force minimization task and (2) a trajectory tracking task. The virtual prosthesis studies focus on human performance in an ideal simulated system to avoid limitations of a physical implementation, whereas the robot arm study focuses on performance changes that result from limitations of physical robotic hardware. The virtual prosthesis results showed that task-dependent impedance can improve user performance and that users can evaluate the effects of changing impedance. The robot arm results showed similar performance benefits of task-dependent impedance in a physical robotic system. These studies identified areas in which non-ideal characteristics of the physical system limited users’ performance; most notably, the physical system could not achieve the low damping levels that helped subjects reduce contact forces in the virtual prosthesis studies. Thus, we identify some design considerations for prostheses with user-selectable impedance that can achieve useful impedance ranges for improving user performance. Keywords User-selectable impedance, prosthetic arms, variable impedance control 1. Introduction Studies of neuromotor control have shown that humans have the ability to change the mechanical impedance (multidirectional stiffness and damping) of their arms as needed for different tasks (e.g. Franklin and Milner, 2003; Popescu et al., 2003; Franklin et al., 2003a,b, 2004; Perreault et al., 2004). The relaxed arm has low impedance, which has been shown to be desirable for exploratory tasks in unknown environments (Hogan, 2002). The limb’s impedance can be increased through co-contraction of antagonist muscles, which is often used to stabilize the arm in unstable environments or to resist perturbations (Franklin et al., 2003a). Reflex actions to resist perturbations also contribute to the apparent impedance of the limb (Shadmehr and Wise, 2005). These behaviors are crucial for natural and efficient interaction with the environment (Burdet et al., 2001; Franklin et al., 2008); they allow humans to accommodate changing environments and perform tasks with different goals. For example, controllable arm impedance enables a variety of behaviors, ranging from simple tasks like holding a cup of coffee without spilling to more complex behaviors like smooth leading and following in partner dancing. This ability to control limb impedance properties makes the human arm a highly versatile tool, capable of specializing its dynamics for many disparate physical interaction tasks. In contrast, modern-day prosthetic limbs have impedance properties that cannot be directly controlled by the user during normal operation. In a body-powered prosthesis, the impedance of a prosthesis joint is determined by the impedance of the intact human joint driving it and mechanical design of the prosthesis. In a conventional myoelectric prosthesis, the joint impedance is typically determined by the gains of a proportional velocity controller (Parker et al., 1 Mechanical Engineering, Johns Hopkins University, Baltimore, MD, USA 2 Mechanical Engineering, Stanford University, Stanford, CA, USA Corresponding author: Amy A Blank, Johns Hopkins University, 112 Hackerman Hall, 3400 North Charles Street, Baltimore, MD 21218, USA. Email: [email protected] Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 2 The International Journal of Robotics Research 2006). In both prosthesis types, the functional impedance at the endpoint of the device is also affected by the mechanical properties of the interface between the prosthesis and the residual limb (Silver-Thorn, 1999; Zheng et al., 2001; Sensinger and Weir, 2008b). This lack of user-selectable impedance properties results in prostheses that are specialized for a limited subset of the tasks a user might like to accomplish. We conjecture that user-selectable prosthesis impedance properties could improve users’ ability to interact effectively with a variety of environments. Therefore, in this work we aim to identify (1) the most important characteristics of human impedance modulation that should be implemented in prosthetic arms with user-selectable impedance and (2) design considerations for implementing user-selectable impedance control in a way that users can understand. 1.1. Background Several methods have been developed to vary the mechanical impedance of robot and prosthesis joints, using series elastic actuators (Pratt and Williamson, 1995; Sensinger and Weir, 2008a), pneumatic actuators (Hajian et al., 1997; Shen and Goldfarb, 2005, 2007), magnetorheological fluids (Herr and Wilkenfeld, 2003), and electric motors under impedance control (Hogan, 1985; Koeppe et al., 2003). These methods have addressed the problem of how to physically vary the joint impedance. However, comparatively few studies have addressed methods for human users to actually command robot impedance levels online, although promising work is starting to be done in this area (Rao et al., 2010; Ajoudani et al., 2011, 2012; Hocaoglu and Patoglu, 2012). Although impedance control has been well studied in robotics (e.g. Hogan, 1985; Hogan and Buerger, 2005; Yang et al., 2011; Ganesh et al., 2012), prosthetic arms present a unique combination of human and robotic control in which human capabilities and preferences may play an important role in choosing impedance values. For example, physical effort (often termed ‘metabolic effort’ or ‘metabolic cost’ in the literature) has been argued to be a major factor in determining human arm impedance (Franklin et al., 2003b, 2004). A robot might have a single goal of minimizing tracking errors, whereas a human might have dual goals of bounding tracking error and minimizing physical effort (Shadmehr and Krakauer, 2008). Moreover, humans can often predict the results of an interaction with the environment, allowing them to combine impedance control with feedforward behaviors to compensate for expected forces. In light of these considerations, we argue that studies of impedance control in the specific case of prosthesis use are needed to understand the utility of variable impedance characteristics for next-generation prosthetic arms. Preliminary experiments suggesting the utility of variable-impedance prosthetic arms have been reported using impedance control (Abul-Haj and Hogan, 1987, 1990a,b) and series elastic actuators (Sensinger and Weir, 2008a). These devices used electromyographic (EMG) measurements of muscular co-contraction to specify the variable impedance parameter. Abul-Haj and Hogan (1990a,b) reported more natural patterns of muscle coordination and more realistic prosthesis motions when users were able to control prosthesis impedance in a crankturning task than when they used fixed impedance; however, no quantitative analysis of task performance was conducted. Sensinger and Weir (2008a) reported a quantitative assessment of performance in perturbed point-to-point motions. This study found that subjects did not modulate impedance if the impedance was near a preferred value, but the use of noisy EMG signals to measure co-contraction levels (for user command of arm impedance) made precise impedance modulation difficult for subjects. Moreover, the task chosen was not one that encouraged a variety of impedance levels. To our knowledge, no systematic study of user-controlled impedance modulation for prostheses has been reported previously. 1.2. Overview This paper reports the results of a series of human subject studies addressing the relationship between impedance modulation and task performance. Our primary concern in this work is human performance with variable impedance; we aim to characterize patterns of human performance to inform later designs of prostheses with user-selectable impedance. In the studies reported herein, we focus on (1) the performance of different tasks with changing impedance properties in a virtual prosthesis and a physical robotic arm and (2) users’ understanding of the effects of changing impedance levels. Other facets of the prosthesis control problem include the availability and quality of control signals (e.g. Kuiken et al., 2005; Castellini and van der Smagt, 2009; Rao et al., 2010; Hocaoglu and Patoglu, 2012) and the effects of the mechanical properties of the human–prosthesis interface (e.g. Silver-Thorn, 1999; Zheng et al., 2001; Sensinger and Weir, 2008b); these issues are not addressed herein, as they can be separated from the issues of human performance and questions of ideal desired impedance characteristics. In our studies, users controlled a virtual or physical prosthesis proxy in real and simulated environments. The first set of studies used a virtual prosthesis system in which ablebodied users controlled a simulated one-degree-of-freedom variable-impedance prosthesis as a proxy for a one-degreeof-freedom prosthetic limb, and the final study used a physical robotic arm as a proxy for a prosthetic limb. Using these systems, users complete two one-degree-of-freedom tasks: (1) a force minimization task in which the goal was to minimize contact forces between the prosthesis proxy and a moving object in the environment and (2) a trajectory tracking task in which the goal was to track a specified trajectory with the prosthesis proxy while experiencing random perturbations. These tasks were chosen to represent Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 3 two common interaction goals, and we expected them to encourage the use of different impedance levels. Our previous work (Blank et al., 2011, 2012) showed that humans controlling a virtual prosthesis can achieve better interaction performance with task-dependent impedance. These results were observed in a perfect virtual prosthesis system, which had no noise or modeling errors and which could achieve any desired impedance level; thus, questions arose as to how user performance would be affected by the physical limitations of a robotic system. The present paper expands upon the previous work by presenting new data from the human subject study with a physical robotic system and by presenting a comparative analysis of the virtual prosthesis results in the context of the new study in a physical robotic system. The combined results of these studies show that task-dependent impedance can improve user performance in interaction tasks with both systems and identify some design considerations for developing physical robotic systems with which users can take full advantage of userselectable impedance capabilities. We anticipate that these results will inform future designs of prosthetic limbs and other teleoperated systems with user-selectable impedance. 2. Virtual prosthesis experiments The virtual prosthesis system was used in three human subject studies. The same basic system was used for all three virtual prosthesis studies, although the details of the task and the feedback varied. Because our current focus is on comparison of the virtual prosthesis studies with the physical robot study, only the version that most closely matches the physical robotic system and the corresponding experimental results will be discussed in detail here. Further information about the different versions of the system is available in Blank et al. (2011, 2012). 2.1. System The virtual prosthesis system hardware is shown in Figure 1(b). The subject’s force on the handle was measured by a force sensor (Omega, LCCA-50). Visual feedback was provided via a computer monitor, which was laid flat such that pushing and pulling on the handle corresponded to virtual prosthesis motion away from and toward the user, respectively. For one of the virtual prosthesis studies, a key pad (not shown) was provided for subjects to rate the difficulty of trials. These devices were connected to the computer through a data acquisition card (Measurement Computing PCI-DAS6014). Inputs were sampled at a nominal frequency of 83 Hz or higher for all experiments, at least an order of magnitude faster than voluntary human force control, which is commonly understood to be limited to frequencies below about 10 Hz (Hajian et al., 1997). The code for the final virtual prosthesis experiment was programmed using Robot Operating System (ROS); this code is available online in a ROS package.1 2.2. Modeling and control Users controlled the motion of a one-degree-of-freedom virtual prosthetic limb. As shown in Figure 2, the virtual prosthesis is represented as a point mass m at position xa . The prosthesis impedance is modeled as a spring with stiffness k and a damper with damping b connecting the actual position xa of the virtual prosthesis to the desired position xd commanded by the user. This model is not intended to realistically capture the complex impedance characteristics of a real arm, because this complexity need not exist in a prosthesis. Instead, this model creates a relationship between actual and commanded motion that is simple enough for users to control easily. The equation of motion for the virtual prosthesis is given by mẍa = −b( ẋa − ẋd ) −k( xa − xd ) +Fe (1) where Fe represents the environment force acting on the virtual prosthesis. This equation defines the motion of the virtual prosthesis under the influence of external forces. The virtual prosthesis system was designed to be analogous to a conventional amplitude-modulated myoelectric prosthesis under proportional velocity control, as shown in Figures 1 and 3. In an amplitude-modulated myoelectric prosthesis, joint velocity is controlled to be proportional to the level of EMG readings in the residual limb, with a deadband to prevent unwanted movement due to noise (Parker et al., 2006). In our system, an isometric force input from the dominant hand is used as a simple analog to EMG control, as shown in Figure 1; input force is used as a proxy for muscle activation levels to simplify the hardware and reduce the required training time as has been done successfully in previous studies (Kuchenbecker et al., 2007; Gurari et al., 2009; Blank et al., 2010). The desired velocity of the virtual prosthesis endpoint, ẋd , is then specified by an admittance relationship, with a deadband C, as ⎧ ⎨ α( Fu + C) if Fu < −C α( Fu − C) if Fu > C (2) ẋd = ⎩ 0 otherwise where Fu is the force input applied by the user and α is a constant. Here C = 0.05 N for all of the virtual prosthesis studies. Values for α ranged from 0.26 to 0.86 m/N·s. Values for C and α were chosen during preliminary testing to be comfortable for users based on the amount of noise present in input force readings (for C) and the scale of the motion feedback (for α) (Blank et al., 2011, 2012). From (2), the desired position xd of the virtual prosthesis endpoint can be determined by integrating ẋd over time. Subjects reported that this control method was intuitive and the training was sufficient. The utility of variable prosthesis impedance is suggested by (1). If an external force is applied to the virtual prosthesis, increasing the impedance tends to reduce the tracking error. If the virtual prosthesis trajectory is constrained by the environment, then decreasing the impedance tends to reduce contact forces from the environment. Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 4 The International Journal of Robotics Research Fig. 1. Analog between the virtual prosthesis system used in this experiment and a conventional myoelectric prosthesis. (a) Schematic of a conventional myoelectric prosthesis. Muscle activation levels are measured using EMG signals and used to command prosthesis motion. The user can watch the movement of the prosthesis to obtain visual feedback. (b) Virtual prosthesis system setup. The subject controls the virtual prosthesis motion by pushing and pulling on a handle attached to a force sensor with his or her dominant hand; this force input provides a proxy for EMG signals. Visual feedback about the virtual prosthesis motion is provided via a computer monitor. Fig. 2. Virtual prosthesis model. (a) Schematic of an idealized one-degree-of-freedom prosthetic arm. We represent the virtual prosthesis as a point mass m at position xa . The prosthesis impedance is modeled as a spring with stiffness k and a damper with damping b connecting the actual position to the desired position xd . Fe represents environment force applied on the prosthesis. (b) For these studies, the virtual prosthesis is represented in Cartesian space. 2.3. Tasks Subjects completed two simple tasks: (1) minimizing contact forces between the virtual prosthesis and a moving object in the virtual environment and (2) tracking a specified trajectory while experiencing random perturbations. These tasks represent two common goals in people’s interactions with their environment, and they were chosen to encourage the use of different impedance levels. We conjectured that minimizing contact forces between the limb and the environment should be easier with low impedance, whereas minimizing tracking errors under the influence of external disturbances should be easier with high impedance. Such preferences would be expected based on the theory of impedance control in robotics (Hogan, 1985; Hogan and Buerger, 2005), but in regard to impedance modulation in prosthetic arms, they have not been quantified previously. 2.3.1. Force minimization task. The first task is a onedimensional analog of holding a moving object, similar to the scenario of holding someone’s hand while walking. In the virtual prosthesis version of the task, the moving object is modeled as a mass rigidly coupled to the virtual prosthesis, with desired trajectory xd2 and impedance represented by a spring with stiffness k2 and a damper with damping b2 , as shown in Figures 4(a) and (b). Here, xa represents the position of their combined center of mass. In this task, the environment forces on the virtual prosthesis result from the impedance of the moving object. Summing forces on the coupled mass yields M ẍa = −b( ẋa − ẋd ) −k( xa − xd ) +Fe (3) Fe = −b2 ( ẋa − ẋd2 ) −k2 ( xa − xd2 ) (4) where Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 5 Fig. 3. (a) Control diagram for the virtual prosthesis system. The user’s applied force, Fu , specifies a proportional desired velocity, ẋd , which is integrated to specify a desired position, xd . The motion of the virtual prosthesis is determined by its interaction with the virtual environment and the values of stiffness k and damping b. The user receives feedback about the state of the virtual prosthesis and the applied environment forces via a visual display. (b) General control diagram for a conventional myoelectric prosthesis. EMG readings from the user’s residual limb command a desired joint velocity, ẋd , and electric motors are controlled to produce actual motion, xa , close to the desired motion. Environment forces, Fe , cause differences between the desired motion and the actual motion. The user receives feedback via vision and socket forces and torques. Fig. 4. (a) Model of the force minimization task in the virtual prosthesis system. M represents the combined mass of the virtual prosthesis and the moving object (in this example, another person holding hands with the prosthesis), which are rigidly coupled. Here, xa represents the position of their combined center of mass. The moving object has its own impedance, k2 and b2 , and desired trajectory xd2 . The environment force Fe acting on the virtual prosthesis results from the impedance of the moving object when its desired trajectory is not equal to its actual trajectory. (b) The representation of the task model in Cartesian space. (c) Graphical display for the force minimization task in the virtual prosthesis system. The green ball represents the user’s virtual prosthetic limb. The arrow represents the environment force resulting from the impedance of the virtual object. The user’s task is to minimize this environment force. Annotation labels are added here for clarity; these are not displayed during the experiment. and M is the combined mass of the virtual prosthesis and the moving object. The visual representation of the task is shown in Figure 4(c). The user sees the motion of the virtual prosthesis and a vector whose length is proportional to the resulting environment force, Fe . Previous work in sensory substitution has shown that visually displayed force information can be understood and used by humans during robotic interaction tasks (Kitagawa et al., 2005), and our subjects reported that they understood the feedback provided during the experiment. One unit of virtual prosthesis motion according to (3) corresponds to about 6.7 cm of motion on the computer screen. The force vector is scaled such that a length of 1 cm represents about 15 N of environment force on the monitor used with the virtual prosthesis system, and about 1.5 N of environment force on the larger Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 6 The International Journal of Robotics Research Fig. 5. Top: Graphical display for the trajectory tracking task in the virtual prosthesis experiments. The green ball (top) represents the user’s virtual prosthesis. The goal trajectory, shown in black, scrolls across the screen from left to right at a constant speed. New portions of the trajectory continue to appear at the right edge of the screen until the end of the programmed trajectory. The user moves the virtual prosthesis vertically to keep it on the desired trajectory, while random perturbations are applied. The perturbations are modeled as impacts with objects represented by smaller yellow balls (bottom two balls). These balls appear at the top or bottom of the screen and move toward the green ball at a constant velocity, disappearing upon impact. Bottom: The progression of the graphical display over time. Balls are enlarged for visibility. Adapted from Blank et al. (2011). monitor used with the physical robotic system. In this task, the user is asked to minimize the magnitude of the applied environment force. As seen in (3), it is possible to reduce the environment force by commanding the actual trajectory of the virtual prosthesis to match the desired trajectory of the moving object. However, because the desired trajectory of the moving object is unknown to the user, we expect that this task will be easier with low impedance values (k and b), which will reduce the effect of differences in the two trajectories. The desired trajectory of the moving object is either π (5) xd2 = 0.75 sin ( t + φ) + 0.75 sin 2t + + φ 2 where φ is chosen randomly from [0, 2π) for each trial, or xd2 = c( 0.8 sin ( 1.2t) − 0.6 sin ( 1.9t)) (6) where c = ±1 is chosen at random for each trial. These equations were chosen based on preliminary testing to cover a significant portion of the system’s range of motion and to be reasonable for users to follow. 2.3.2. Trajectory tracking task. The second task is a trajectory tracking task in one dimension. In this task, the goal trajectory scrolls across the screen from right to left at a constant speed, as depicted in Figure 5. The user’s task is to control the virtual prosthesis to follow the goal trajectory, which is the same trajectory as in the previous task, given in (5) or (6). During this task, perturbations are applied to the virtual prosthesis at random times. These perturbations are modeled as elastic collisions with objects of mass 1 kg and velocity 3 m/s before impact, represented on the computer screen by smaller yellow balls. The speed and mass of the balls were chosen during preliminary testing to produce a perturbation large enough that subjects would not ignore it, with a speed slow enough for subjects to notice the projectile before impact. During practice trials, subjects responded to these perturbations without prompting. After impact, the projectiles disappear from the screen. Up to five projectiles may be on the screen at a time. This limit was chosen to provide the user with enough time between perturbations to notice new projectiles. If fewer than five are present, at each timestep there is a probability of 0.01 that a new projectile will be added. This probability was chosen to create enough projectiles to be challenging but not overly frustrating for subjects. The projectile direction is chosen at random. 2.4. Procedures At the start of each experiment, subjects were informed that the purpose of the study was to explore the effects of variable stiffness and damping on prosthesis use. Next, subjects were shown the different tasks and given task instructions. They were instructed to push and pull on the force sensor to control the motion of the virtual prosthesis, and they were informed that environment forces would also affect the motion. They were also told that the effect of the force input would change from trial to trial (this would be the result of changing impedance, which was not explained to the subjects). For the force minimization task, subjects were asked to control the motion of the virtual prosthesis to minimize the length of the force vector displayed on the screen. For the trajectory tracking task, subjects were asked to control the motion of the virtual prosthesis to keep the position as close to the displayed trajectory as possible. For each task, subjects completed a set of practice trials before beginning the experiment trials. Sets of practice trials consisted of one trial under each impedance combination. Each trial lasted either 60 s (in the first virtual prosthesis experiment) or 15 s (all other experiments). The order of the tasks and experiment trials was randomized for each subject, but the same sets of practice trials were given to all subjects. Each task was completed one or more times with each impedance combination used in that experiment. The repetitions were added in later experiments to provide more robust performance measurements and trial length was reduced to help subjects more easily remember their performance across the whole trial. The virtual prosthesis impedance was chosen from fixed stiffness k ∈ {2, 20, 200} N/m and damping b ∈ {0.25, 2.5, 25, 250} N·s/m. These values were chosen to Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 7 cover the range of values (orders of magnitude) of elbow impedance reported by Popescu et al. (2003), plus an extra high damping level that subjects found to be useful in the first virtual prosthesis experiment. The mass of the virtual prosthetic limb, m, was set to 1.5 kg, which is the approximate mass of the human forearm (Shadmehr and MussaIvaldi, 1994). For the force minimization task, multiple sets of impedance values for the moving object were tested. Here, only the set corresponding to the values used in the robot experiment will be discussed. For this set, the moving object was given mass m2 = 1.5 kg, stiffness k2 = 20 N/m, and damping b2 = 2.5 N·s/m so that users would experience using stiffness and damping values both larger and smaller than the environment values. The user impedance levels covered a range of underdamped and overdamped conditions, whereas the environment was always underdamped. The resulting range of damping ratios is wider than the range achieved in real human limbs because we decoupled the stiffness and damping, whereas in the human limb the stiffness and damping vary together such that the damping ratio remains fairly constant (Perreault et al., 2004). In the final virtual prosthesis experiment, subjects were asked to rate the difficulty of that trial on a scale of 1 (easiest) to 5 (most difficult). The difficulty ratings were added to provide a way to quantify how well subjects can evaluate their own task performance. Following the experiment, subjects were asked to complete a post-experiment survey in which they provided comments on the tasks, impedance conditions, and strategies they used under different conditions. For further details regarding the differences in procedures across experiments, see Blank et al. (2011, 2012) and Blank (2012). 2.5. Subjects The three virtual prosthesis experiments enrolled 9, 11, and 10 subjects, respectively. All subject groups included both males and females who were both right-hand dominant and left-hand dominant. Experimental procedures were approved by the Johns Hopkins University Institutional Review Board, and all subjects gave informed consent. 3. Physical robot experiment The physical robotic system was used in one human subject study in which users controlled the motion of a sevendegree-of-freedom robot arm in one degree of freedom in Cartesian space. In order to allow comparison between the results obtained with the virtual prosthesis system, the physical robotic system was controlled to match the virtual prosthesis system as closely as possible. 3.1. System The robot arm used in this experiment is the Whole Arm Manipulator (WAM) (Barrett Technology, Inc.). This arm has seven degrees of freedom, including a three-degree-offreedom wrist. Each joint contains an encoder for position sensing. The WAM is controlled through a computer running real-time Linux (Ubuntu with Xenomai). Graphics are displayed via a large computer monitor placed behind the robot, as shown in Figures 6 and 7. These figures show two different configurations of the experimental setup for the two different tasks. User input is measured through a force sensor (Omega LCCA-50), which is read through a data acquisition card (Measurement Computing PCI-DAS6014). When interaction with a physical environment was needed, the end of the user-controlled WAM was rigidly attached to the end of another WAM (controlled autonomously by the computer) with an aluminum connecting rod, as shown in Figure 6. The autonomous WAM has a second force sensor attached to its end to measure the interaction forces between the two robots. Finally, a keyboard is provided for user input between trials, as shown in Figures 6 and 7. The experiment software was written using C++ and ROS (Quigley et al., 2009), with the Computer Integrated Surgical Systems and Technology (CISST) libraries (Jung et al., 2010) for robot control. The software system is implemented as six ROS nodes: (1) a node to receive data input from the data acquisition card, nominally running at 1 kHz; (2) a node to control the graphical display, nominally updating at 100 Hz; (3) a node to interface with the CISST code, which handles WAM control, nominally running at 500 Hz; (4) an experiment manager node to handle the progression of experiment trials, nominally running at 10 Hz; (5) a logger node to store data and save to file between trials, nominally running at 1 kHz; and (6) a node to simulate projectiles in the virtual environment, nominally running at 1 kHz. Communication between nodes is handled via ROS topics. The CISST code handles WAM feedback, controller calculations, desired trajectory calculations, and sending joint torque commands to the WAMs. All of this code is available online in a ROS package.2 3.2. Modeling and control The user controls the robot arm to move in one degree of freedom corresponding to horizontal motion along a specified line. Although the arm has seven degrees of freedom, we reduce the experiment to one degree of freedom to match the virtual prosthesis system by using a stiff proportional-derivative (PD) controller to keep the arm endpoint on the specified line with a constant orientation. As in the virtual prosthesis system, the chosen degree of freedom is along a straight line in Cartesian space. It is not known whether variable prosthesis impedance should, in general, be controlled in joint space, Cartesian space, or some other parameterization of the workspace, but this question is beyond the scope of the current study. In the direction of motion under the user’s control, the desired equation of motion is the same as in the virtual Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 8 The International Journal of Robotics Research Fig. 6. WAM setup for the force minimization task. The user controls the right arm by pushing and pulling to the left and right on a force sensor. In the force minimization task, the user-controlled right arm is rigidly connected to the autonomous left arm, as shown. A second force sensor measures the interaction forces between the two arms, and the visual display shows a force vector whose length is proportional to the size of this force. Fig. 7. WAM setup for the trajectory tracking task. The user controls the arm by pushing and pulling on the force sensor. The visual display shows a trajectory that the user is asked to track. The display also shows the positions of projectiles in the virtual environment that affect the motion of the arm. In the trajectory tracking task, only one arm is used. prosthesis studies (1). In this case, Fe is the measured environment force and k, b, and m are the stiffness, damping, and effective inertia of the arm in the direction of motion. The effective inertia is defined as the element of the operational space inertia matrix corresponding to the desired direction of motion. As in the virtual prosthesis studies, the user specifies the desired arm motion with an isometric force input, as shown in Figures 6 and 7. The desired velocity of the arm endpoint, ẋd , is again specified by an admittance relationship with a deadband C, as in (2). For this study, C = 0.4 N and α = 0.075 m/N·s. These values were chosen based on preliminary testing to maintain the users’ required force input in a comfortable range and to limit the speed so that the controller kept the robot on the desired path (with an accuracy of 2.5 cm measured perpendicular to the commanded line of motion). As in the virtual prosthesis experiments, users reported no difficulty in controlling the robot arm movement after minimal training. The impedance controller for the arm was implemented in Cartesian space for both position and orientation (Khatib, 1987). Ideally, this controller would result in motion along a line as in (1). However, gravity forces, Coriolis forces, modeling errors (e.g. friction and errors in link lengths and masses), and noise in the position and velocity sensing result in positioning errors. Furthermore, workspace limits and motion in the redundant degree of freedom affect how well the arm tracks the line. To compensate for these nonidealities, we added feedforward terms to the controller and included a nullspace PD controller to reduce motion in the redundant degree of freedom (Khatib, 1987; Albu-Schäffer et al., 2003); for more details, see Blank (2012). Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 9 Fig. 8. Graphical display for the force minimization task in the physical robotic system. The vertical line marks the position of the usercontrolled robot arm’s endpoint. The horizontal vector indicates the magnitude and direction of the environment force Fenv resulting from the connection between the two arms. The user’s task is to control the user-controlled arm to minimize this environment force. Gray blocks at the left and right edges of the screen indicate workspace limits implemented in the controller. The gray block at the bottom of the screen turns yellow to indicate that the maximum command input has been reached. Annotation labels are added here for clarity; these are not displayed during the experiment. 3.3. Tasks For the physical robot experiment, the tasks from the virtual prosthesis experiments were adapted for the physical robotic system, as described here. 3.3.1. Force minimization task. The physical version of the force minimization task is shown in Figure 6. In this system, one unit of motion corresponds to about 9 cm of robot movement. The user-controlled robot arm is rigidly connected to another robot arm, which acts as the moving object in the environment and is controlled autonomously by the computer. The autonomous arm tracks its own desired trajectory (unknown to the user) and uses the same type of impedance controller as the user-controlled arm but with different stiffness and damping levels. The user’s goal is to minimize the contact forces between the two arms by commanding appropriate motion of the usercontrolled arm. As in the virtual prosthesis experiments, we provide the contact force information to the user visually, and users are instructed to minimize the environment force by moving the user-controlled arm in the direction of the force vector. A force sensor mounted at the end of the autonomous arm measures the interaction force between the two arms, and a force vector is displayed on the screen, as shown in Figure 8. Before beginning the experiment, the graphics on the monitor are scaled and shifted to align the robot visually with the graphics shown on the screen. The calibration is user-specific because the user’s height and sitting posture affect the vertical and horizontal distances between the user’s eyes and the robot, which change how the graphics appear to line up with the robot arm. Also shown in Figure 8 are three gray blocks that are displayed on the screen. The two blocks at the left and right edges of the screen indicate the workspace limits implemented in the controller; when the user reaches these limits, the blocks darken to indicate the controller change. The block at the bottom of the screen indicates a maximum command input; when the user is commanding the maximum speed, this block turns yellow. The purpose of these blocks is explained to the user before the experiment begins. 3.3.2. Trajectory tracking task. In the physical version of this task, shown in Figure 7, the trajectory scrolls across the screen from top to bottom while the user controls the arm to move left and right along a horizontal line. Because of the difficulty in producing random perturbations in the physical robotic system, the perturbations are simulated in the controller. The perturbations are modeled as elastic collisions in a virtual environment between the user-controlled arm and virtual objects with mass 3 kg and velocity 0.5 m/s before impact. The objects are represented in the visual display by small orange balls, as shown in Figure 9. The speed and mass of the balls were chosen based on preliminary testing such that the resulting momentum change would produce a noticeable perturbation, but not so much that it would destabilize the arm. These values are different from those in the virtual prosthesis experiments due to differences in mass and speed between the robotic arm and Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 10 The International Journal of Robotics Research Fig. 9. Graphical display for the trajectory tracking task in the physical robotic system. The goal trajectory moves from the top to the bottom of the screen. The user’s task is to control the arm such that the endpoint follows this trajectory. Projectiles in the virtual environment are displayed as small solid orange circles moving from the sides of the screen toward the center; projectiles disappear upon contact with the arm. Gray blocks at the bottom and sides of the screen indicate workspace limits and maximum command input, as in the force minimization task. Annotation labels are added here for clarity; these are not displayed during the experiment. the virtual prosthesis. As in the virtual prosthesis experiments, subjects responded to these perturbations during practice trials without prompting from the experimenter. The forces resulting from collisions in the virtual environment are converted to joint torques and added to the controller. Because the graphics are scaled to match the robot motion, the projectiles appear to impact the endpoint of the arm at the moment the perturbation is applied. The projectiles disappear upon collision. The goal trajectory displayed on the screen is the same as the desired trajectory of the autonomous arm in the force minimization task, given by (6). As in the force minimization task, the graphics are scaled and shifted to match the actual position of the robot based on the user’s height and sitting position to ensure that the graphical feedback on the monitor appears properly aligned with the actual visual feedback of the robot position. Again, the three gray blocks displayed on the screen indicate the workspace limits and the maximum command input. of magnitude in stiffness and damping. However, stability concerns prevented the use of the full range of orders of magnitude used in the virtual prosthesis experiments. As mentioned previously, the effective inertia varies depending on the configuration of the arm links, so the natural frequency and damping ratio also vary for fixed stiffness and damping; over the whole workspace and all subjects, the effective inertia varied from 1.5 kg to about 4.37 kg. For the force minimization task, the impedance of the computercontrolled arm was chosen as in the virtual prosthesis studies to be in the middle of the user impedance range. In this case, k2 = 200 N/m and b2 = 1 N·s/m. This choice allowed users to experience impedance levels both higher and lower than the impedance levels of the autonomous arm. As in the final virtual prosthesis experiment, subjects were asked to rate their performance in each trial; however, in this experiment the scale was reversed, so subjects rated their performance on a scale of 1 (worst) to 5 (best). 3.5. Subjects 3.4. Procedures The procedures for the physical robot experiment closely followed the procedures from the virtual prosthesis experiments, except for a few differences described here. In the robotic arm experiments, the impedance was chosen from fixed stiffness k ∈ {20, 200, 1000} N/m and damping b ∈ {0.1, 1.0, 10, 40} N·s/m. Since the mass of the robotic arm differed from the mass of the virtual prosthesis, the stiffness and damping values were chosen to provide similar natural frequencies and damping ratios to those used in the virtual prosthesis studies, with a similar range of orders The robot arm experiment enrolled 9 subjects, including both males and females who were both right-hand dominant and left-hand dominant. Experimental procedures were approved by the Johns Hopkins University Institutional Review Board, and all subjects gave informed consent. 4. Analysis The analysis of subjects’ task performance considered (1) root mean square (RMS) environment force for the force Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 11 Table 1. RMS environment force Fenv (N) averaged over repetitions and subjects with the virtual prosthesis. b = 0.25 N·s/m b = 2.5 N·s/m b = 25 N·s/m b = 250 N·s/m k = 2 N/m k = 20 N/m k = 200 N/m 0.21 ± 0.01 0.18 ± 0.02 0.25 ± 0.05 0.32 ± 0.11 0.31 ± 0.13 0.22 ± 0.05 0.24 ± 0.05 0.32 ± 0.08 0.43 ± 0.06 0.40 ± 0.07 0.32 ± 0.07 0.32 ± 0.09 Table 2. RMS environment force Fenv (N) averaged over repetitions and subjects with the robot arm. b = 0.1 N·s/m b = 1 N·s/m b = 10 N·s/m b = 40 N·s/m k = 20 N/m k = 200 N/m k = 1000 N/m 3.13 ± 0.16 3.24 ± 0.25 3.25 ± 0.38 4.77 ± 1.10 8.31 ± 0.94 7.91 ± 1.67 7.87 ± 1.48 6.86 ± 1.53 10.45 ± 1.86 10.25 ± 2.41 10.29 ± 1.77 9.90 ± 2.03 minimization task and (2) RMS position error for the trajectory tracking task. When multiple repetitions of impedance conditions were used, subject performance was averaged over repetitions of the same impedance condition. A twofactor within-subjects analysis of variance (ANOVA) was run on the metric of interest using factors of k and b within each task or environment. The Geisser–Greenhouse ˆ adjustment was used to correct for violations of the sphericity assumption. Where follow-up tests are appropriate, we conducted a one-factor ANOVA or pairwise comparisons, using the Bonferroni adjustment for the α level. Pairwise comparisons tested the null hypothesis that the mean difference of the metric between the two conditions is zero. All tests used a family-wise α level of 0.05.3 These tests were intended to identify which impedance levels result in the best performance for each task. To measure subjects’ ability to evaluate their performance, correlation coefficients between difficulty rating and task performance were calculated for each subject for those experiments in which difficulty ratings were available. Because difficulty rating is an ordinal variable, the Spearman rank correlation coefficient was used as a nonparametric alternative to the more common Pearson correlation coefficient. For each subject, a t-test was performed on the correlation coefficient against the null hypothesis of zero correlation. In the virtual prosthesis experiments, subjects rated the difficulty of each trial on a scale of 1 (easiest) to 5 (most difficult), so a positive correlation indicates an ability to evaluate task performance. In the robot arm experiment, subjects rated their performance on a scale of 1 (worst) to 5 (best), so a negative correlation indicates an ability to evaluate task performance. 5. Results The following sections present the significant trends found in our analysis, along with data tables and tabulated results of statistical tests. 5.1. Force minimization 5.1.1. Force minimization performance. Figure 10(a) shows performance results for all subjects in one of the virtual prosthesis experiments with visual feedback (see Tables 1 and 3).4 The two-factor within-subjects ANOVA found a significant interaction between stiffness and damping. Follow-up tests resulted in the significant pairwise comparisons shown in Figure 10(a). Under both feedback conditions, subjects performed best with lower stiffness and medium damping. The general trends shown in this plot are typical also of the previous virtual prosthesis experiment when the same visual feedback was used. Performance results for all subjects with the physical robotic system are shown in Figure 10(b) (see Tables 2 and 4). The two-factor within-subjects ANOVA showed a significant interaction between stiffness and damping. Follow-up tests indicated significant pairwise comparisons as shown in Figure 10(b). Subjects tended to perform better with low stiffness, whereas damping had little or no effect. 5.1.2. User evaluation of performance. Subjects’ ability to evaluate their own performance was measured using the correlation between their subjective performance ratings and their actual measured performance. In the force minimization task, lower RMS environment force indicates better performance. Figure 11(a) plots difficulty ratings versus performance for a typical subject with the virtual prosthesis. This subject shows a positive correlation, indicating that the subject tended to rate trials with worse performance as more difficult. A positive correlation indicates that the subject was able to correctly identify trials that were more difficult than others; in other words, the subject was able to correctly evaluate his or her performance to some extent. For this task, eight of the ten subjects showed significant positive correlations, whereas the other two showed no significant correlation. For tabulated results for all subjects, see Table 5. Figure 11(b) shows ratings versus RMS environment force for a typical subject with the physical robotic system. This subject shows a negative correlation, indicating that the subject correctly rated performance as worse (lower rating) for larger RMS environment force. For this task, all subjects showed a significant negative correlation, indicating that they were all able to correctly evaluate their performance. For tabulated results for all subjects, see Table 6. 5.2. Trajectory tracking 5.2.1. Tracking performance. For the trajectory tracking task with the virtual prosthesis, there were significant main effects of stiffness and damping and a significant interaction. Figure 12(a) shows the RMS tracking error as a function of stiffness and damping (see Tables 7 and 9). Follow-up tests found significant pairwise differences as Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 12 The International Journal of Robotics Research Table 3. Statistical significance results for performance (RMS environment force) in the force minimization task with the virtual prosthesis; * indicates statistical significance. Statistical Test α F ˆ p * Main effect of k Main effect of b * Interaction k × b * Main effect of b within k = 2 * b = 0.25 versus b = 2.5 b = 0.25 versus b = 25 b = 0.25 versus b = 250 * b = 2.5 versus b = 25 * b = 2.5 versus b = 250 b = 25 versus b = 250 Main effect of b within k = 20 * Main effect of b within k = 200 b = 0.25 versus b = 2.5 * b = 0.25 versus b = 25 * b = 0.25 versus b = 250 * b = 2.5 versus b = 25 * b = 2.5 versus b = 250 b = 25 versus b = 250 * Main effect of k within b = 0.25 k = 2 versus k = 20 * k = 2 versus k = 200 k = 20 versus k = 200 * Main effect of k within b = 2.5 k = 2 versus k = 20 * k = 2 versus k = 200 * k = 20 versus k = 200 * Main effect of k within b = 25 k = 2 versus k = 20 * k = 2 versus k = 200 * k = 20 versus k = 200 Main effect of k within b = 250 0.025 0.025 0.025 0.0083 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0083 0.0083 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0063 0.0021 0.0021 0.0021 0.0063 0.0021 0.0021 0.0021 0.0063 0.0021 0.0021 0.0021 0.0063 F( 2, 18) = 41.5 F( 3, 27) = 4.6 F( 6, 54) = 17.9 F( 3, 27) = 17.0 F( 1, 9) = 71.9 F( 1, 9) = 3.6 F( 1, 9) = 11.4 F( 1, 9) = 23.3 F( 1, 9) = 23.7 F( 1, 9) = 20.3 F( 3, 27) = 3.7 F( 3, 27) = 28.4 F( 1, 9) = 9.8 F( 1, 9) = 68.5 F( 1, 9) = 29.2 F( 1, 9) = 31.8 F( 1, 9) = 23.8 F( 1, 9) = 0.0 F( 2, 18) = 16.8 F( 1, 9) = 5.4 F( 1, 9) = 183.8 F( 1, 9) = 6.5 F( 2, 18) = 70.4 F( 1, 9) = 9.8 F( 1, 9) = 137.7 F( 1, 9) = 52.7 F( 2, 18) = 58.5 F( 1, 9) = 2.7 F( 1, 9) = 58.4 F( 1, 9) = 72.1 F( 2, 18) = 0.1 0.69 0.39 0.28 0.35 1 1 1 1 1 1 0.35 0.59 1 1 1 1 1 1 0.52 1 1 1 0.67 1 1 1 0.71 1 1 1 0.89 < 0.0001 0.0522 0.0002 0.0022 < 0.0001 0.0902 0.0083 0.0009 0.0009 0.0015 0.0849 < 0.0001 0.0121 < 0.0001 0.0004 0.0003 0.0009 0.8346 0.0023 0.0458 < 0.0001 0.0312 < 0.0001 0.0122 < 0.0001 < 0.0001 < 0.0001 0.1322 < 0.0001 < 0.0001 0.8564 Fig. 10. Force minimization performance results averaged over subjects for (a) the virtual prosthesis (one experiment with typical results shown here, n = 10) and (b) the robot arm (n = 9). Lower RMS environment force indicates better performance. Error bars indicate the standard deviation across all subjects. Significant differences are marked with brackets. In this task, users generally performed best with low/medium stiffness and damping with the virtual prosthesis. With the robot arm, they generally performed best with low stiffness, whereas damping had little significant effect. indicated in Figure 12(a). Subjects tended to perform better with higher stiffness and damping levels. Performance results for all subjects with the physical robotic system are shown in Figure 12(b) (see Tables 8 Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 13 Fig. 11. User ratings versus RMS environment force for typical subjects in the force minimization task. Lower RMS environment force indicates better performance. (a) With the virtual prosthesis, correct evaluation of performance is indicated by significant (p < 0.05) positive correlation (r = 0.65) between rating and performance, as explained in Section 4. (b) With the robot arm, correct evaluation of performance is indicated by a significant (p < 0.05) negative correlation (r = −0.82) between rating and performance, as explained in Section 4. The y-axis of this plot is inverted for easier visual comparison between the two plots. Table 4. Statistical significance results for performance (RMS environment force) in the force minimization task with the robot arm; * indicates statistical significance. Statistical Test α F ˆ p * Main effect of k Main effect of b * Interaction k × b * Main effect of b within k = 20 b = 0.1 versus b = 1 b = 0.1 versus b = 10 * b = 0.1 versus b = 40 b = 1 versus b = 10 * b = 1 versus b = 40 * b = 10 versus b = 40 * Main effect of b within k = 200 b = 0.1 versus b = 1 b = 0.1 versus b = 10 * b = 0.1 versus b = 40 b = 1 versus b = 10 * b = 1 versus b = 40 b = 10 versus b = 40 Main effect of b within k = 1000 * Main effect of k within b = 0.1 * k = 20 versus k = 200 * k = 20 versus k = 1000 * k = 200 versus k = 1000 * Main effect of k within b = 1 * k = 20 versus k = 200 * k = 20 versus k = 1000 * k = 200 versus k = 1000 * Main effect of k within b = 10 * k = 20 versus k = 200 * k = 20 versus k = 1000 * k = 200 versus k = 1000 * Main effect of k within b = 40 * k = 20 versus k = 200 * k = 20 versus k = 1000 * k = 200 versus k = 1000 0.05 0.05 0.05 0.0167 0.0028 0.0028 0.0028 0.0028 0.0028 0.0028 0.0167 0.0028 0.0028 0.0028 0.0028 0.0028 0.0028 0.0167 0.0125 0.0042 0.0042 0.0042 0.0125 0.0042 0.0042 0.0042 0.0125 0.0042 0.0042 0.0042 0.0125 0.0042 0.0042 0.0042 F( 2, 16) = 150.1 F( 3, 24) = 0.4 F( 6, 48) = 13.2 F( 3, 24) = 21.0 F( 1, 8) = 4.3 F( 1, 8) = 1.1 F( 1, 8) = 22.5 F( 1, 8) = 0.0 F( 1, 8) = 21.0 F( 1, 8) = 26.8 F( 3, 24) = 7.5 F( 1, 8) = 1.0 F( 1, 8) = 1.1 F( 1, 8) = 26.9 F( 1, 8) = 0.0 F( 1, 8) = 19.1 F( 1, 8) = 11.6 F( 3, 24) = 1.2 F( 2, 16) = 121.7 F( 1, 8) = 295.5 F( 1, 8) = 147.7 F( 1, 8) = 18.7 F( 2, 16) = 76.1 F( 1, 8) = 79.5 F( 1, 8) = 83.9 F( 1, 8) = 38.0 F( 2, 16) = 150.4 F( 1, 8) = 139.2 F( 1, 8) = 187.7 F( 1, 8) = 63.0 F( 2, 16) = 142.1 F( 1, 8) = 113.7 F( 1, 8) = 178.3 F( 1, 8) = 97.2 0.56 0.66 0.47 0.41 1 1 1 1 1 1 0.75 1 1 1 1 1 1 0.76 0.82 1 1 1 0.80 1 1 1 0.94 1 1 1 0.84 1 1 1 < 0.0001 0.6865 < 0.0001 0.0007 0.0710 0.3298 0.0015 0.9750 0.0018 0.0008 0.0033 0.3452 0.3149 0.0008 0.8674 0.0024 0.0093 0.3221 < 0.0001 < 0.0001 < 0.0001 0.0025 < 0.0001 < 0.0001 < 0.0001 0.0003 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 and 10). The two-factor within-subjects ANOVA showed a significant interaction between stiffness and damping. Follow-up tests indicated significant pairwise comparisons as shown in Figure 12(b). Similar to the virtual prosthesis results, subjects tended to perform better with high stiffness and/or high damping in the physical robotic system. Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 14 The International Journal of Robotics Research Fig. 12. Trajectory tracking performance results averaged over subjects for (a) the virtual prosthesis (n = 9) and (b) the robot arm (n = 9). Error bars indicate the standard deviation across all subjects. Significant differences are marked with brackets. In this task, users generally performed better with higher stiffness and/or higher damping with both the virtual prosthesis and the robot arm. Table 5. Statistical significance results for Spearman correlation coefficients between difficulty ratings and performance for force minimization with the virtual prosthesis; * indicates statistical significance at α = 0.05. Fig. 13. User ratings versus trajectory tracking performance for a typical subject in the robot impedance experiment. Lower RMS position error indicates better performance. This subject showed a significant (p < 0.05) negative correlation between rating and performance (r = −0.78), indicating that the subject had some ability to evaluate performance correctly. 5.2.2. User evaluation of performance Figure 13 shows ratings versus performance for a typical subject in the trajectory tracking task in the robot arm experiment. This subject shows a negative correlation, indicating that the subject correctly rated performance as worse (lower rating) for larger RMS tracking error. As in the force minimization task, all subjects showed a significant negative correlation, indicating that they were all able to correctly evaluate their performance. For tabulated results for all subjects, see Table 11. User ratings are not available for the trajectory tracking task in the virtual prosthesis experiments. Subject r t p 1 2 3 4 5 6 7 8 9 10 0.773* 0.676* 0.653* 0.865* 0.453* 0.146 0.779* 0.132 0.638* 0.668* t( 58) = 9.3 t( 58) = 7.0 t( 58) = 6.6 t( 58) = 13.1 t( 58) = 3.9 t( 58) = 1.1 t( 58) = 9.5 t( 58) = 1.0 t( 58) = 6.3 t( 58) = 6.8 < 0.0001 < 0.0001 < 0.0001 < 0.0001 0.0003 0.2655 < 0.0001 0.3162 < 0.0001 < 0.0001 Table 6. Statistical significance results for Spearman correlation coefficients between difficulty ratings and performance for force minimization with the robot arm; * indicates statistical significance at α = 0.05. Subject r t p 1 2 3 4 5 6 7 8 9 −0.511* −0.860* −0.564* −0.757* −0.824* −0.815* −0.861* −0.704* −0.901* t( 46) = −4.0 t( 46) = −11.4 t( 46) = −4.6 t( 46) = −7.9 t( 46) = −9.9 t( 46) = −9.6 t( 46) = −11.5 t( 46) = −6.7 t( 46) = −14.1 0.0002 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 6. Discussion The results of these experiments indicate different preferred impedance levels for different tasks, suggesting potential Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 15 Table 7. RMS tracking error (xa − xgoal ) (m) averaged over subjects with the virtual prosthesis. b = 0.25 N·s/m b = 2.5 N·s/m b = 25 N·s/m k = 2 N/m k = 20 N/m k = 200 N/m 4.16 ± 1.56 1.44 ± 0.94 0.40 ± 0.08 0.72 ± 0.14 0.75 ± 0.19 0.33 ± 0.05 0.24 ± 0.06 0.24 ± 0.06 0.22 ± 0.06 Table 8. RMS tracking error (xa − xgoal ) (cm) averaged over repetitions and subjects with the robot arm. b = 0.1 N·s/m b = 1 N·s/m b = 10 N·s/m b = 40 N·s/m k = 20 N/m k = 200 N/m k = 1000 N/m 7.60 ± 1.07 7.24 ± 1.01 4.03 ± 0.89 2.82 ± 0.55 3.79 ± 0.64 3.97 ± 0.61 3.37 ± 0.76 2.86 ± 0.61 2.89 ± 0.71 2.78 ± 0.46 2.78 ± 0.72 2.61 ± 0.43 benefits to user-modulated impedance in a prosthetic limb. This section discusses users’ performance and understanding of their performance. Where results differ between the simulated system and the physical robotic system, this section aims to identify reasons for those differences and consider implications for variable-impedance prosthesis design. 6.1. Task-dependent impedance improves user performance Both the virtual prosthesis studies and the robot arm study showed the same general performance trends: subjects showed better performance in force minimization for low or medium impedance and better performance in trajectory tracking for high impedance. Specifically, the virtual prosthesis studies showed that subjects performed better in force minimization with low or medium stiffness and low damping and better in trajectory tracking with high stiffness and damping. In the robot study, subjects performed better in force minimization with low stiffness and in trajectory tracking with high stiffness and high damping. These results suggest that user-modulated impedance could be beneficial in prosthetic arms. If a prosthesis wearer could control these parameters effectively, he or she could select appropriate impedance levels to improve performance in a variety of common tasks. In future studies, a larger subject pool and testing of more intermediate impedance levels may allow us to model the human input and predict more specific patterns of how human performance varies with impedance levels in order to explain the nuances of the interaction effects observed in the current studies. The general results presented here suggest that stiffness and damping can be coupled, since best performance was observed with both values low in force minimization and both values high in trajectory tracking. We note, however, that in a virtual prosthesis study not discussed in detail in this paper, users showed best performance with low stiffness and high damping in a version of the force minimization task with different feedback information (Blank et al., 2011). Thus, we conclude that there may be value in modulating stiffness and damping independently, though the potential benefits may be negated by the added difficulty of such non-intuitive control over impedance levels. Further study will be required to determine whether stiffness and damping should be coupled in practical use. The strong similarities between the results in the physical robotic system and the virtual prosthesis system also suggest that virtual prostheses will be generally useful to identify desirable characteristics of prosthetic arms with user-selectable impedance and to test different control methods for such systems. Differences between the virtual prosthesis results and the robot arm results lie in the details of the performance trends. With the virtual prosthesis, both stiffness and damping had significant effects in both tasks, whereas with the robot arm users showed reduced effects of damping in both tasks (although damping was still significant for the trajectory tracking task). To investigate these differences, we measured the effective damping of the robot in the direction of motion by commanding a sinusoidal motion with increasing frequency and comparing force (calculated from the applied joint torques) to measured velocity in that direction. The effective damping varies with position, so values were calculated for different areas of the workspace. In most of the workspace, the measured effective damping was on the order of 10 N·s/m. Thus, when low damping values of 0.1 and 1 N·s/m were commanded, the actual damping was much higher due to the damping in the physical robotic system. This effect would produce the results seen here, where little difference is observed in subject performance across damping values. Since this effect was not present in the virtual prosthesis studies, the results of changing damping in those experiments were preserved. This comparison suggests that prostheses with userselectable impedance should be carefully designed to provide the full range of useful impedance levels for tasks of interest. From the virtual prosthesis results, we observe that the ability to command low damping can improve performance in force minimization, and such an effect would likely be present in a real robot if such damping values could be achieved. However, the robot joint actuators and the controller used in this experiment were not capable of achieving such values. One possible solution for prosthesis design is to have torque-sensing at the joints to enable low-level force control, which can be used with a highlevel impedance controller to ensure that the commanded impedance is actually displayed at the robot end effector. This has been done in other implementations of variableimpedance robot control (e.g. Albu-Schäffer et al., 2007). If joint torque sensors are prohibitively expensive, care should be taken to reduce the damping of the physical robotic system in order to allow the user to achieve low impedance Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 16 The International Journal of Robotics Research Table 9. Statistical significance results for performance (RMS tracking error) in the trajectory tracking task with the virtual prosthesis. Statistical Test α ( F∗) F ˆ p * Main effect of k * Main effect of b * Interaction k × b * Main effect of b within k = 2 * b = 0.25 versus b = 2.5 N·s/m * b = 0.25 versus b = 25 N·s/m * b = 2.5 versus b = 25 N·s/m * Main effect of b within k = 20 b = 0.25 versus b = 2.5 N·s/m b = 0.25 versus b = 25 N·s/m * b = 2.5 versus b = 25 N·s/m * Main effect of b within k = 200 b = 0.25 versus b = 2.5 N·s/m * b = 0.25 versus b = 25 N·s/m * b = 2.5 versus b = 25 N·s/m * Main effect of k within b = 0.25 k = 2 versus k = 20 N/m * k = 2 versus k = 200 N/m * k = 20 versus k = 200 N/m * Main effect of k within b = 2.5 k = 2 versus k = 20 N/m * k = 2 versus k = 200 N/m * k = 20 versus k = 200 N/m * Main effect of k within b = 25 0.05 0.05 0.05 0.0167 0.0019 0.0019 0.0019 0.0167 0.0019 0.0019 0.0019 0.0167 0.0019 0.0019 0.0019 0.0167 0.0019 0.0019 0.0019 0.0167 0.0019 0.0019 0.0019 0.0167 F( 2, 16) = 46.8 F( 2, 16) = 47.6 F( 4, 32) = 38.7 F( 2, 16) = 51.3 F( 1, 8) = 44.2 F( 1, 8) = 57.8 F( 1, 8) = 121.73 F( 2, 16) = 14.0 F( 1, 8) = 7.2 F( 1, 8) = 16.5 F( 1, 8) = 103.8 F( 2, 16) = 34.6 F( 1, 8) = 7.7 F( 1, 8) = 50.3 F( 1, 8) = 60.2 F( 2, 16) = 41.7 F( 1, 8) = 37.2 F( 1, 8) = 55.8 F( 1, 8) = 12.0 F( 2, 16) = 30.6 F( 1, 8) = 0.2 F( 1, 8) = 61.5 F( 1, 8) = 63.9 F( 2, 16) = 2.3 0.86 0.50 0.38 0.51 1 1 1 0.52 1 1 1 0.80 1 1 1 0.86 1 1 1 0.62 1 1 1 0.59 < 0.0001 0.0001 < 0.0001 < 0.0001 0.0002 0.0001 < 0.0001 0.0052 0.0278 0.0037 < 0.0001 < 0.0001 0.0238 0.0001 0.0001 < 0.0001 0.0003 0.0001 0.0086 0.0002 0.7128 0.0001 < 0.0001 0.17 Table 10. Statistical significance results for performance (RMS tracking error) in the trajectory tracking task with the robot arm. Statistical Test α ( F∗) F ˆ p * Main effect of k * Main effect of b * Interaction k × b * Main effect of b within k = 20 b = 0.1 versus b = 1 * b = 0.1 versus b = 10 * b = 0.1 versus b = 40 * b = 1 versus b = 10 * b = 1 versus b = 40 * b = 10 versus b = 40 * Main effect of b within k = 200 b = 0.1 versus b = 1 b = 0.1 versus b = 10 * b = 0.1 versus b = 40 b = 1 versus b = 10 * b = 1 versus b = 40 b = 10 versus b = 40 Main effect of b within k = 1000 * Main effect of k within b = 0.1 * k = 20 versus k = 200 * k = 20 versus k = 1000 * k = 200 versus k = 1000 * Main effect of k within b = 1 * k = 20 versus k = 200 * k = 20 versus k = 1000 * k = 200 versus k = 1000 * Main effect of k within b = 10 k = 20 versus k = 200 * k = 20 versus k = 1000 k = 200 versus k = 1000 Main effect of k within b = 40 0.05 0.05 0.05 0.0167 0.0028 0.0028 0.0028 0.0028 0.0028 0.0028 0.0167 0.0028 0.0028 0.0028 0.0028 0.0028 0.0028 0.0167 0.0125 0.0042 0.0042 0.0042 0.0125 0.0042 0.0042 0.0042 0.0125 0.0042 0.0042 0.0042 0.0125 F( 2, 16) = 106.7 F( 3, 24) = 98.0 F( 6, 48) = 57.8 F( 3, 24) = 110.5 F( 1, 8) = 0.7 F( 1, 8) = 142.8 F( 1, 8) = 204.9 F( 1, 8) = 139.5 F( 1, 8) = 172.1 F( 1, 8) = 28.4 F( 3, 24) = 15.1 F( 1, 8) = 1.8 F( 1, 8) = 5.3 F( 1, 8) = 26.9 F( 1, 8) = 7.9 F( 1, 8) = 30.7 F( 1, 8) = 10.3 F( 3, 24) = 0.9 F( 2, 16) = 122.9 F( 1, 8) = 82.9 F( 1, 8) = 254.8 F( 1, 8) = 18.8 F( 2, 16) = 115.9 F( 1, 8) = 98.7 F( 1, 8) = 185.9 F( 1, 8) = 23.2 F( 2, 16) = 9.6 F( 1, 8) = 4.5 F( 1, 8) = 21.5 F( 1, 8) = 4.7 F( 2, 16) = 1.7 0.93 0.79 0.57 0.73 1 1 1 1 1 1 0.61 1 1 1 1 1 1 0.72 0.58 1 1 1 0.82 1 1 1 0.74 1 1 1 0.71 < 0.0001 < 0.0001 < 0.0001 < 0.0001 0.4145 < 0.0001 < 0.0001 < 0.0001 < 0.0001 0.0007 0.0003 0.2126 0.0510 0.0008 0.0227 0.0005 0.0125 0.4142 < 0.0001 < 0.0001 < 0.0001 0.0025 < 0.0001 < 0.0001 < 0.0001 0.0013 0.0053 0.0677 0.0017 0.0625 0.2205 values. In some systems, it may also be important to control the effective stiffness and inertia of the prosthesis similarly. In a real prosthesis, the physical interface between the prosthesis and the residual limb may affect the actual Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 Blank et al. 17 Table 11. Statistical significance results for Spearman correlation coefficients between difficulty ratings and performance for trajectory tracking with the robot arm; * indicates statistical significance at α = 0.05. Subject r t p 1 2 3 4 5 6 7 8 9 −0.509* −0.688* −0.704* −0.576* −0.777* −0.761* −0.800* −0.615* −0.780* t( 46) = −4.0 t( 46) = −6.4 t( 46) = −6.7 t( 46) = −4.8 t( 46) = −8.4 t( 46) = −8.0 t( 46) = −9.0 t( 46) = −5.3 t( 46) = −8.4 0.0002 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 < 0.0001 achievable impedance range (Silver-Thorn, 1999; Zheng et al., 2001; Sensinger and Weir, 2008b), though some of this effect can be mitigated through careful socket design (Sensinger and Weir, 2008b). Furthermore, prosthesis wearers can often modulate the impedance of the residual limb to some extent, so commanding precise impedance levels would require compensating for this effect (Sensinger and Weir, 2008b). Depending on the task, users might also experience additional feedback through socket forces and torques on the residual limb. Such concerns were beyond the scope of the current work, which sought only to identify desirable impedance characteristics and identify limitations in robotic systems that might affect the ability to achieve desirable impedance levels in a prosthesis. However, for practical implementation in prosthetic arms, careful socket design and analysis of the limitations will be crucial, as will analysis of the effects of additional feedback through the physical interface. A further consideration for application to real prostheses is control over multiple degrees of freedom. In this work, we considered a one-degree-of-freedom system because it is the simplest possible system that would allow us to explore the potential benefits of variable impedance for prostheses. The results here could be applied to limbs with multiple degrees of freedom to some extent; for example, prostheses with multiple degrees of freedom could be controlled to have the same endpoint impedance in all directions, and we might expect to see some benefit even from such simple impedance modulation. However, real human behavior includes modulating endpoint impedance differently in different directions (Franklin et al., 2003b, 2004), so there may be the possibility for more nuanced control in multiple degrees of freedom in a prosthesis. Given the encouraging results that we found with the one-degree-of-freedom system, we plan to address the complexities of multiple degrees of freedom in future work. 6.2. User understanding of task performance In these experiments, subjects were able to successfully evaluate their performance in both tasks, as shown by the significant correlations between ratings and performance. Thus, we conclude that subjects can identify taskappropriate impedance levels, given sufficient feedback and proper training. This ability is an important precursor to actually commanding appropriate impedance levels, which will also depend on factors such as the set of available impedance levels and the control input used for selection. For the force minimization task, subjects were better at evaluating their performance with the robot than they were with the virtual prosthesis. There are several possible reasons for this discrepancy. First, as noted in the virtual prosthesis study in Blank et al. (2012), feedback scaling plays a critical role in subjects’ ability to evaluate their performance. With the larger monitor in the robot experiment, the visually displayed force vector was larger, so subjects may have had an easier time distinguishing between different levels of environment force. Second, user training was improved for the robot experiment. In the virtual prosthesis studies, the force minimization task was explained with words only, and subjects may not have understood the underlying task model. In the robot experiment, the experimenter showed the user what was physically happening in the task by first taking the subject’s hand and moving it while asking the subject to follow, and then pointing out the parallel behavior in the two robots. Finally, seeing the physical robot present may have improved subjects’ understanding of what was happening in the physical robotic system, making it easier for them to complete the task correctly. The improvement in subjects’ understanding of performance in the physical robotic system suggest that an actual variable-impedance prosthesis may be easier for subjects to understand than a virtual prosthesis because the interactions with the environment are more familiar and intuitive. Furthermore, the improved effectiveness of training and feedback in this study as compared to the simulation study supports the earlier claim that proper feedback and training can improve subjects’ ability to understand the effects of changing impedance. 7. Conclusions and future work The results of these studies suggest potential benefits of user-selectable impedance in prosthetic arms. Specifically, these results: 1. Show that task-dependent impedance improves user performance with both a virtual prosthesis and a robot arm, suggesting that user-selectable impedance may benefit prosthesis users. 2. Show that users can evaluate the effects of impedance changes in a virtual prosthesis and a robot arm, indicating that prosthesis users may be able to select taskappropriate impedance levels. 3. Validate the use of a virtual prosthesis system to identify desirable characteristics of variable-impedance systems by showing similar results with a physical robotic system. Downloaded from ijr.sagepub.com at PENNSYLVANIA STATE UNIV on September 19, 2016 18 The International Journal of Robotics Research 4. Identify some design considerations for developing physical robotic systems that provide a wider range of useful impedance levels. The performance benefits of task-dependent impedance that were observed with the virtual prosthesis system were replicated in a physical robotic system with real-world limitations, suggesting that similar benefits would be observed with a real prosthetic arm if these impedance variations could be achieved. Lower impedance improves user performance when the goal is to minimize contact forces with the environment, whereas higher impedance improves user performance when the goal is to minimize position error in trajectory tracking. Subjects were able to both perform these tasks effectively and evaluate their levels of performance correctly, indicating that they would be able to understand the effects of changing impedance for different tasks. These results suggest a strong possibility that prosthesis users would be able to select and use task-appropriate impedance levels to improve their performance of simple tasks in prosthesis use. Differences observed in the effects of damping point to the importance of accounting for the characteristics of the physical robotic system. The physical impedance of the mechanical system limits the impedance range that can be reliably commanded under a particular control strategy. To achieve a wider range of impedance values, joint torque sensing may be useful because it would allow a controller that can sense the impedance level actually being displayed at the endpoint of the arm. Finally, we note that because user performance trends were largely consistent between the virtual prosthesis studies and the robot arm study, it is reasonable and potentially useful to continue exploring the effects of user-selectable impedance with a virtual prosthesis system. Use of the virtual prosthesis system allows us to focus on user performance and preferences to identify useful impedance characteristics without the limitations of a particular physical implementation. Then, testing on a physical robotic system shows how well the desired impedance characteristics can be implemented and identifies characteristics of the physical robotic system that should be improved to provide users with a wider range of useful impedance levels. In the future, we hope to add another stage of testing with different types of actual prosthesis systems to gather information about how well the robot impedance transfers to actual prosthetic devices and how the physical interface between the prosthesis and the user affects task performance. This multi-stage research process will allow easier testing of different control methods. Testing with a virtual prosthesis identifies some design considerations and provides baseline performance results to guide the development of physical systems. The next stage in this line of research will be to give users control over stiffness and damping in both the virtual prosthesis system and the physical robotic system in one degree of freedom. It is expected that with proper feedback and training users will be able to choose task-appropriate impedance levels in both systems; further testing will quantify a relationship between feedback scaling and impedance modulation ability and will allow development of effective training strategies. Another future direction would be to control robot movement in multiple degrees of freedom and explore user performance with variable impedance in multiple directions, both in the virtual prosthesis system and in the physical robotic system. These studies will be the next step towards understanding the potential effects of variable impedance for multi-degree-of-freedom prostheses and other teleoperated systems (e.g. for surgery or satellite repair), and they will identify further design considerations for implementation of user-selectable impedance in such systems. Acknowledgements The authors are grateful to J Bohren for ROS technical support, setting up the real-time Linux system, and programming the CISST/ROS interface; S Leonard for CISST support; and N Gurari for thought-provoking discussions. Preliminary results were reported previously at the 2011 IEEE International Conference on Robotics and Automation (Blank et al., 2011) and the 2012 IEEE International Conference on Biomedical Robotics and Biomechatronics (Blank et al., 2012). Funding This work was supported by a National Science Foundation Graduate Research Fellowship, a Link Foundation Fellowship in Advanced Simulation and Training, an ARCS Scholarship, and the Johns Hopkins University. Notes 1. http://code.google.com/p/jhu-lcsr-ros-pkg/wiki/simulation_ impedance_experiment (as of 10 February 2013). 2. http://code.google.com/p/jhu-lcsr-ros-pkg/wiki/wam_impeda nce_experiment (as of 16 August 2013). 3. 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