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190
Control and Stabilization of the Inverted
Pendulum via Vertical Forces
D. Maravall
Department of Artificial Intelligence
Faculty of Computer Science, Universidad Politécnica de Madrid
Campus de Montegancedo, 28660 Madrid, Spain
dmaravall @fi.upm.es
Abstract. In this chapter, we present a detailed analysis of the possibilities of con-
trolling and stabilizing the inverted pendulum (IP) by means of a vertical force.
First, we establish the dynamic equations of the IP under the action of a generic
vertical force and then we analyze its control and stabilization. The main conclu-
sion is that the vertical force has an excellent stabilization effect, although it re-
quires a permanent fall of the IP support base when it is the only applied force.
Therefore, we investigate the combination of the vertical force with the customary
horizontal force, arriving at the stabilization conditions for different formal repre-
sentations of the system: ordinary differential equations, state variable representa-
tion and Liapunov´s direct and indirect methods.
1 Introduction
The inverted pendulum (IP) is a widely studied dynamic system, which has re-
ceived considerable attention in many fields, such as physics, mechanics, applied
mathematics, control theory, and the emergent computational techniques known as
soft computing [1]-[3]. There are several reasons behind such interest, in particular
the importance and ubiquity of the IP in many mechanisms, including robots. Fur-
thermore, its intrinsic theoretical interest and the strong challenges posed by its
stabilization and control have made the IP a sort of benchmark, in particular for
the comparison of soft computing (artificial neural networks, fuzzy logic, genetic
algorithms) and hard computing (ordinary differential equations, input-output con-
trol, state variable techniques, like optimal control or Liapunov´s stability).
Ap
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