The inverted pendulum hinged at O of a carriage shown in Figure 4E4 is a classical system applied to the studies of stability in control engineering. The inverted pendulum consisted of a uniform rigid rod of length 2 and mass m. The mass of the carriage is M, which is excited by a force f(t) along the horizontal direction. The friction coefficients of rotary motion and linear motion are, respectively, c_{r} and c. Derive the equations of motion for the inverted pendulum and carriage system.
Let x and θ be the horizontal displacement of the pivot O on the carriage and angular displacement or rotation of the pendulum about O, respectively.
At the center of gravity G the radial acceleration towards O is a_{r} = \ddot{ℓ} − ℓ \dot{θ}² = − ℓ \dot{θ}² , since the length of the pendulum is constant.
The transversal acceleration at G as indicated in the FBD is a_{θ} = ℓ \ddot{θ} − 2 \dot{ℓ} \dot{θ} = ℓ\ddot{θ}, since the length of the pendulum is constant.
With reference to the FBD in Figure 4E4b and applying Newton’s law of motion in the horizontal direction, one has
(M+m) \ddot{x} + m (ℓ\ddot{θ} cosθ) − m( ℓ\dot{θ}²sinθ ) = \sum{F_{x}} = f(t) − c\dot{x}.
Re-arranging, one obtains
(M+m) \ddot{x} + m (ℓ cosθ)\ddot{θ} − m( ℓsinθ ) \dot{θ}² + c\dot{x} = f(t) . (i)
Taking moments about O, with clockwise moments being positive,
( \frac{mℓ²}{3} + mℓ²) \ddot{θ} + m \ddot{x} (ℓ cosθ) = – c_{r} \dot{θ} + mg ( ℓsinθ ) .
Re-arranging, one may expressed this in a more familiar form as
( \frac{4 mℓ²}{3} ) \ddot{θ} + m (ℓ cosθ)\ddot{x} + c_{r} \dot{θ} = (mg ℓ)sinθ . (ii)
Equations (i) and (ii) are highly nonlinear. However, if a small oscillation is assumed such that sinθ≈θ, cosθ≈1, and \dot{θ}² can be disregarded, then the two equations of motion reduce to
(M+m) \ddot{x} + mℓ \ddot{θ} + c\dot{x} = f(t) . (iii)
mℓ \ddot{x} + ( \frac{4 mℓ²}{3} ) \ddot{θ} + c_{r} \dot{θ} – (mg ℓ) θ = 0 . (iv)
Writing in matrix form, one has
\begin{bmatrix}M + m & mℓ \\ mℓ & \frac{4 mℓ²}{3} \end{bmatrix} \begin{pmatrix} \ddot{x} \\ \ddot{θ}\end{pmatrix} + \begin{pmatrix}c & 0 \\ 0 & c_{r} \end{pmatrix} \begin{pmatrix} \dot{x} \\ \dot{θ}\end{pmatrix} + \begin{bmatrix}0 & 0 \\ 0 & – mgℓ\end{bmatrix} \begin{pmatrix} x\\ θ \end{pmatrix} = \begin{pmatrix} f(t)\\ 0 \end{pmatrix} . (v)
This system is said to possess dynamic coupling because the off-diagonal terms in the inertia matrix are not zero. However, it is not a 2-dof oscillatory system in the usual sense. Owing to the fact that the diagonal term associated with θ is negative, this system is unstable. Furthermore, it may be appropriate to point out that the dimensions of x and θ are different. Therefore, if numerical integration techniques are to be applied to the solution of Equation (v), it may be more convenient to rewrite it as
\begin{bmatrix}M + m & m \\ m & \frac{4 m}{3} \end{bmatrix} \begin{pmatrix} \ddot{x} \\ \ddot{θ}ℓ\end{pmatrix} + \begin{pmatrix}c & 0 \\ 0 & c_{r}/ℓ² \end{pmatrix} \begin{pmatrix} \dot{x} \\ \dot{θ}ℓ\end{pmatrix} + \begin{bmatrix}0 & 0 \\ 0 & – \frac{mg}{ℓ}\end{bmatrix} \begin{pmatrix} x\\ θℓ \end{pmatrix} = \begin{pmatrix} f(t)\\ 0 \end{pmatrix} . (vi)
Now, the elements in the displacement, velocity, and acceleration vectors have identical dimensions.