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Mechatronics
journal homepage: www.elsevier.com/locate/mechatronics
a r t i c l e i n f o a b s t r a c t
Keywords: This paper presents the conceptual development and validation tests of a novel actuation paradigm for wearable
Remote actuation systems robots, the flexible shaft-driven Remote and Torsionally Compliant Actuator. The RTCA exploits both the torsional
Flexible shaft compliance and bending properties of a commercial flexible shaft to provide simultaneously the advantages of
Compliant actuators
remote actuation systems: improved weight distribution and reduced inertia on the distal joints, together with
Torque control
the advantages of compliant systems. The flexible shaft can be modelled following the proposed methodology
Wearable robots
Exoskeletons as a torsionally compliant element that can be bent, so that the RTCA’s output transmitted torque can be esti-
mated based on the flexible shaft’s torsional deflection angle and spatial configuration, allowing accurate torque
control at the distal joint following a remote actuation approach based only on position sensors. Torque control
and transparency tests were used to validate the proposed torque estimation and control approach. Finally, we
presented a realistic implementation approach of the RTCA concept into a test bench resembling a lower limb
exoskeleton as a case study for wearable robots. Results confirmed the capabilities of the proposed approach
and supported the envisioned advantages of this novel actuation paradigm, constituting a promising solution for
future developments in this field.
∗
Corresponding author.
E-mail addresses: david.rodriguez.cianca@vub.be (D. Rodriguez-Cianca), carlos.rodriguez.guerrero@vub.be (C. Rodriguez-Guerrero), rjimenez@vub.ac.be (R.
Jimenez-Fabian), Bram.Vanderborght@vub.be (B. Vanderborght), Dirk.Lefeber@vub.be (D. Lefeber).
https://doi.org/10.1016/j.mechatronics.2019.04.004
Received 23 August 2018; Received in revised form 14 February 2019; Accepted 1 April 2019
0957-4158/© 2019 Elsevier Ltd. All rights reserved.
D. Rodriguez-Cianca, C. Rodriguez-Guerrero and T. Verstraten et al. Mechatronics 59 (2019) 178–188
Remote and To
T rs
r ionally
ly ii. Second, its intrinsic torsional elastic behaviour can be modelled
C mp
Com liant Actuator (R
( TC
T C A) and exploited as the compliant element in a remote SEA configu-
ration, similar to a torsion spring that can be bent to adopt differ-
ent spatial configurations, to additionally provide the advantages
θm θs of these systems: intrinsically safe interaction with humans, pro-
Flexible tection against unexpected shocks and the possibility to estimate
Proximal Shaft
and control the output transmitted torque by the flexible shaft
Frame M Load
based on its torsional deflection and spatial configuration, with-
Encoder
Encoder Distal joint out the need of any torque sensor.
Frame
The paper focuses on the conceptual development and validation
of the novel flexible-shaft driven RTCA for wearable robots, with a es-
pecial focus on the output torque estimation and control method. The
paper is organised as follows: Section 2 describes the conceptual devel-
Fig. 1. Schematic representation of the flexible shaft-driven Remote and Tor- opment and prototype of the RTCA. Section 3 presents the experimental
sionally Compliant Actuator (RTCA). procedure and methodology to model the flexible shaft’s output torque
as a function of its torsional deflection angle and spatial configuration.
Preliminary torque control and transparency tests using the developed
The current challenge, however, remains in the adequate selection and model as feedback to evaluate the RTCA’s performance are presented
implementation of a transmission system that allows to deliver torque in Section 4, including the effects of the flexible shaft’s spatial configu-
from the motor units to the distal joints without introducing a signifi- ration. Section 5 describes and validates with experimental tests a pro-
cant amount of losses or complexity into the system. Most of the current posed implementation and control approach of the RTCA for a lower
approaches are cable-based transmission systems [13], such as Bowden limb exoskeleton as a more realistic case study for this kind of devices.
cables [14–16], push-pull cables [17,18], open-ended cables [19], or The authors discuss the achieved results and the advantages of this sys-
rigid-linkage based ones [20]. Bowden cables are the most frequently tem, together with additional considerations and future work for the
used remote transmission system in wearable robots due to their sim- implementation of this new concept into fully functional exoskeleton
plicity, low weight and volume. However, as most cable-based trans- devices in Section 6. Summary and conclusions are given in Section 7.
missions, they suffer from inefficiency due to friction and non-linear
tension variation when submitted to bending of the cable and backlash
2. The Remote and Torsionally Compliant Actuator (RTCA)
[21], which makes control difficult and affects torque/force control per-
formance. Additionally, if output compliance is required, such as in Se-
2.1. Concept of the RTCA
ries Elastic Actuators (SEAs) [22], a general trend in current exoskeleton
systems due to its well-known intrinsic advantages, it generally becomes
The RTCA concept is represented in Fig. 1. It consists of a motor,
necessary to implement a compliant element, generally a spring, in se-
a commercial flexible shaft and two encoders placed at both extremes
ries with the transmission system. This element, generally placed at the
of the shaft to measure its total torsional deflection angle. Additionally,
joint level [14], can increase the mechanical complexity of the system as
more encoders are used to measure the shaft’s spatial configuration, i.e.
well as its weight and inertia. Therefore, despite the theoretical benefits
bend radius or bend angle.
on the use of RAS, so far no system has been able to show a significant
The actuator’s motor, or drive unit, is placed in a physiologically ad-
advantage with respect to traditional in-joint actuation approaches.
vantageous location, such as the waist in the case of portable exoskele-
In this paper the authors present a novel RAS driven by flexi-
tons, or a stationary frame in the case of stationary exoskeletons, so
ble shafts, named Remote and Torsional Compliant Actuator (RTCA)
that its contribution to the overall inertia of the system is reduced as
(Fig. 1), developed as an alternative to overcome the aforementioned
it is placed in a more proximal joint location. The flexible shaft is im-
issues of current actuators for exoskeletons. Flexible shafts can transmit
plemented between the motor and the driven joint, i.e. the distal joint,
torques like rigid shafts, but can also be bent such as cable-based trans-
allowing the power transmission between the load and the motor as
missions, and enable driving and driven components to move relative to
both systems have an arbitrary relative spatial configuration that may
each other during operational conditions. Although flexible shafts have
change over time thanks to the shaft’s bending flexibility. Additionally,
been used in the industry for decades, they have been barely imple-
the reported flexible shaft’s torsional compliance is exploited as the com-
mented in robotic applications and wearable robots up to date. A few
pliant element in a SEA configuration, where the flexible shaft behaves
examples consist of a thumb exoskeleton [23], a wearable knee pertur-
as a torsion spring that can be bent to adopt different spatial configura-
bator [24], a small search robot [25], a manipulator for surgical applica-
tions. Output torque delivered by the RTCA is estimated and controlled
tions [26] and, more recently, a soft actuator [27]. However, in all these
based on the flexible shaft’s torsional deflection angle, such as in linear
applications, no in-depth study on the behaviour of the flexible shaft it-
and rotary SEAs, and its spatial configuration, as will be presented in
self is made and few data can be found with respect to its properties
this paper.
and bending effect on friction and torque transmission. Interestingly, it
This configuration, together with the exploitation of the compliant
is reported that, due to their design and manufacturing process, flexi-
properties of the flexible shaft confers the RTCA a combination of the ad-
ble shafts present an intrinsic torsional elastic behaviour, as in torsion
vantages of RASs and SEAs, all highly desirable properties for actuation
springs. To date this intrinsic torsional compliance has been considered
systems as they improve human-robot interaction in wearable devices.
as a drawback of this technology, and, to the authors’ best knowledge,
In this paper, these promising advantages will be first tested, evaluated
has not been exploited in any application.
and finally discussed to stablish a foundation for the future implemen-
This paper introduces a novel actuation paradigm that exploits both
tation of this concept into this kind of devices.
the torsional compliance and bending properties of the flexible shaft to
provide simultaneously the characteristics of RASs and SEAs in order to
improve human-robot interaction in exoskeleton devices: 2.2. RTCA Prototype
i. First, the flexible shaft allows to relocate the motor and electronic The first prototype of the RTCA is presented in Fig. 2. It is composed
systems away from the joint they actuate to improve the system’s of a rotational EC motor (Maxon EC-4pole 30, 200 W) equipped with a
weight distribution and reduce the overall inertia of the system. 86:1 gearbox (GP 32HP) and an integrated 500 counts per turn (CPT)
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Holder
Torque
Plate sensor
Flexible shaft
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tween the human and the robot. The high accuracy the proposed model
for the flexible shaft torque transmittance showed suggest that it can be
used to estimate and control the output torque transmitted by the RTCA
based only on position sensors providing information of the shaft’s tor-
sional deflection, as in SEAs, and spatial configuration, without the need
for expensive, heavy and bulky torque sensors.
Fig. 7. Accuracy of the output torque estimation and μ coefficient values for
different spatial conditions.
Fig. 8. Proposed torque controller for the RTCA using the output torque esti-
mation 𝑇̂𝑠 (Δ𝜃, 𝑅) as feedback.
ease of clearness, data for other bend radius are not shown.
𝐾̂ 𝑠 (Δ𝜃, 𝑅) = 𝜇 (𝑅, sign(Δ𝜃)) ∗ 𝐾̂ 𝑠 (Δ𝜃) (4)
When the shaft is placed straight, the model prediction shows a
NRMSE of 0.32%, representing a mean accuracy to estimate the out-
put torque of 99.7%. As the bend radius is reduced, the accuracy of the
model estimation progressively decreases up to a maximum NRMSE of
2.3% (97.7% accuracy) for R = 150 mm. Fig. 7 also shows the different
μ coefficients as a function of R and the sign of Δ𝜃.
The ability to precisely control the output delivered torque is of spe- Fig. 9. Torque control and estimation accuracy using the proposed model and
cial interest in wearable robots due to the existing close interaction be- controller for a sinewave of 6 Nm and 1 Hz.
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4.1.2. Influence of spatial configuration on torque controller’s bandwidth Fig. 11. Schematic representation of the experimental setup for output trans-
Since the flexible shaft’s spatial configuration has an important in- parency tests using a motor acting as an active and controllable load.
fluence on the flexible shaft’s output torque transmittance, we studied
the effect of the bend radius on the torque controller’s bandwidth in the
absence of any external disturbance. A multisine signal with a flat spec- 4.2.1. Influence of flexible shaft’s spatial configuration on output
trum from 0.1 Hz to 10 Hz and variable amplitude with a peak value of transparency
5 Nm was used as setpoint of the torque controller for three different For this experiment the load motor was controlled in position mode,
bend radius: 450, 300 and 120 mm, as well as for straight conditions. and set to follow a chirp signal with a frequency swept from 0.1 to 10 Hz
Second order transfer functions G(s) = Test (s)/Tdes (s) were estimated us- and an amplitude of 20°. The torque controller was set to a fixed setpoint
ing MATLAB’s system identification toolbox, fitting the measured data of 0 Nm, or zero impedance mode, so that the RTCA reacts to the out-
with an accuracy close to 80% for all the tested conditions. put disturbance in a way that this load does not feel any restriction.
Experiments were repeated for three different conditions: R = 450 mm,
R = 200 mm and straight. The torque estimation 𝑇̂𝑠 (Δ𝜃, 𝑅) was used as
feedback for the torque controller, providing a measure of the interac-
tion torque between the load and the RTCA. The estimated interaction
torque 𝑇̂𝑠 (Δ𝜃, 𝑅) and the output velocity (𝜃̇ 𝑠 ) where used to estimate the
transfer function of the output transparency, or impedance, of the sys-
tem Z(s) = 𝑇̂𝑠 (𝑠)/ 𝜃̇ 𝑠 (𝑠) for the three bend conditions. Bode plots of the
transfer functions were used to assess the influence of the frequency and
bend radius on the transparency of the system (Fig. 12).
Fig. 10. Bode plot of the estimated torque control transfer function for differ-
ent spatial configurations. Data for R = 450 mm are not shown for the ease of
clearness.
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Fig. 13. Reference trajectories imposed by the load motor for each condition.
Fig. 15. Conceptual implementation of the RTCA into a lower limb exoskeleton
to actuate the ankle joint. The motor is placed at the thigh. The flexible shaft
spans the knee joint and transmits a torque to the ankle joint while the knee
angle changes, generating a bending moment on the flexible shaft. A last stage
in lower limb exoskeletons, in which human-like kinematic profiles are
90° transmission system is placed at the ankle joint.
imposed as a load.
We used the same configuration as represented in Fig. 11. The load
motor was mounted coaxially with the RTCA and set to follow three
different human-like position profiles: hip, knee and ankle, taken from 5. Conceptual implementation of the RTCA for a lower limb
human data [36] at a speed of 1.2 s/stride, considered as normal walking exoskeleton case
speed.
The RTCA controller was set in transparent mode, i.e. with a fixed So far, all experiments considering the flexible shaft’s spatial configu-
setpoint of 0 Nm, so that it follows the motion imposed by the load mo- ration were performed with fixed bend radius for each experiment. How-
tor, 𝜃 s . This way, interaction torque between the load and the actuator ever, this configuration does not represent a realistic situation within a
is minimized. Experiments were repeated for three different bend condi- wearable robot scheme for two main reasons. First, the bend radius is
tions: bend radius of 450, 200 mm and straight, each for three different hard to measure and requires a specific setup which is generally not
load kinematics: human hip, knee and ankle joints, consisting in a total available in a wearable robot. Second, one of the main advantages of
of 9 experiments (Fig. 14). We measured both the interaction torques the RTCA is its ability to transmit a torque in conditions were bend-
provided by the torque sensor and the estimation provided by Eq. (3) to ing is required, especially when the end-effector moves during oper-
compare the accuracy of the model estimation, as well as the effect of ational conditions, thanks to the flexible shaft’s bending capabilities.
the bend angle on the transparency of the system. To illustrate this concept, one could think of a lower limb exoskeleton
The controller behaved almost completely transparent for the three where a distal joint such as the ankle joint needs to be actuated. The
tested spatial configurations with maximum interaction torques in the RTCA allows the allocation of the motor and electronic systems at the
range ±0.05 Nm for most conditions. As the bend radius was reduced, thigh or the waist, more proximal locations, and transmit torque to the
however, the interaction torques increased in comparison to straight ankle joint while the flexible shaft spans the knee joint, which means
conditions for both hip, knee and ankle joints as suggested from results the shaft would be submitted to continuous bending as it follows the
from previous experiments. Besides, the model is able to accurately es- knee movement. In this case, the bend angle 𝜑 constitutes a more ad-
timate the existing interaction torque for all conditions, although its equate parameter to define the shaft’s bending as it can be inferred by
accuracy decreases as the bend radius is reduced. means of the intermediate’s joint angle, i.e. the knee, as in Fig. 15. Both
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parameters, bend radius R and bend angle 𝜑 are related by means of the
following equation: 𝐿 = 𝜑 ⋅ 𝑅, where L constitutes the bend length.
In this case, when the bend angle is available instead of the bend
radius, the proposed torque estimation model can be adapted as follows:
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6. Discussion
the hip and knee joints (Fig. 13), and compared the required torque to A PID controller with an inner velocity control loop was proposed
drive the joints using inverse dynamics, both when implementing the to assess the performance of the RTCA’s torque estimation and control
RTCA to drive the ankle joint (Fig. 15), and when using a traditional method, as well as the influence of the shaft’s bend configuration on
approach where the actuator is directly placed in-line with the ankle. the same. Experiments considered the possible future implementation
The exoskeleton size was adapted for a 1,70 m height human using an- of the RTCA into exoskeleton devices in terms of torque control capa-
thropometric data [36], giving a length of 0.416 m for the thigh and bilities and transparency, both important properties for this kind of de-
0.418 m for the shank. Weight was distributed within the exoskeleton vices. The torque controller presented bandwidths between 6.22 Hz and
as follows: For the RTCA, the motor weight (0.7 kg) was modelled as 4.3 Hz for a maximum amplitude of 5 Nm (Fig. 10), which could we
a punctual mass located at 0.1 m from the hip joint and connected to considered adequate for lower limb exoskeletons, since the bandwidth
the thigh. The weight of the flexible shaft together with the rest of the of the human joints is about 4–8 Hz [36], and was able to behave almost
components were modelled as a mass of 1.1 kg located at 0.1 m from completely transparent regardless of the flexible shaft’s spatial configu-
the knee joint (See Fig. 15). As for the in-line approach, we estimated a ration and output disturbance (Figs. 12 and 13). However, as the flexible
total weight of 1 kg for an actuator implementing the same input motor- shaft is bent, the performance of the controller decreased both in terms
gearbox combination as the RTCA, with a weight of 0.7 kg, and 0.3 kg of torque control accuracy and transparency probably due to the losses
extra that includes a compliant element (typically a torsion spring) and of energy caused by the friction increase within the internal layers of
the required auxiliary components. Fig. 19 shows the results from the the flexible shaft. The authors, however, did not aim at maximizing the
simulations. torque control performance of the RTCA, and other control methods that
For the hip joint, the peak torques required to accelerate and deaccel- consider these effects should be implemented in the future to compen-
erate the ankle actuator when imposing human-like kinematic profiles sate them, such as a PID gain scheduling for multiple operating points
at the hip and knee joint are reduced from 2.67 Nm in extension and based on the bend configuration. The output torque estimation, besides,
3.45 Nm in flexion, when using a traditional actuator placed at the an- somehow behaves as a lowpass filter of the torque measured by a torque
kle, to 2.07 Nm in extension and 1.56 Nm in flexion when using the sensor, as the digital position encoders used to estimate it have lower
proposed RTCA approach. This means a peak decrease of 22.5% of the noise than the torque sensor itself, which could allow to increase the
required extension torque and of 54.8% for the flexion torque at the gains of the PID controller in comparison to using the signal from the
hip joint. For the knee joint, the required peak extension torques are re- torque sensor as feedback [39]. Finally, the accuracy of the torque con-
duced from 3.39 Nm to 0.89 Nm (73.75% decrease) and from 1.32 Nm troller decreased for torques close to 0 Nm due to the presence of a dead-
to 0.35 Nm for flexion torques (73.5%). zone in the flexible shaft (Fig. 9). A possible reason for this undesired
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D. Rodriguez-Cianca, C. Rodriguez-Guerrero and T. Verstraten et al. Mechatronics 59 (2019) 178–188
effect could be the existence of play between the flexible shaft’s inner could be made by means of a last-stage 90° transmission system such as
core and its end connectors. This connection is generally performed by a bevel gear, worm gear or cable-pulley system placed at the joint level,
means of a square profile that is mechanically shaped on the flexible and in series with the flexible shaft. In case these transmission systems
shaft’s extreme sides. The authors were able to report the existence of not only change the torque direction but also the magnitude, the output
this play in the implemented flexible shaft, which suggests that other stiffness would also be affected. Transmission ratios higher than one,
connection methods could improve the flexible shaft’s torsional perfor- besides increasing the output torque and reducing the amount of torque
mance and therefore the bandwidth of the torque controller. transmitted by the shaft, would exponentially increase the output stiff-
ness.
6.3. Implementation of the RTCA in lower limb exoskeletons
6.5. Comparison between the RTCA and Bowden-cable actuators
The paper finally presented a conceptual implementation of the
RTCA into a lower limb exoskeleton following a remote and compliant Bowden cables typically suffer from non-linear tension variation
approach by exploiting the bending and torsional compliant properties when submitted to bending due to friction and backlash, which is diffi-
of the flexible shaft (Figs. 15 and 16) . The RTCA is able to remotely cult to model and affects torque/force control performance. In this paper
estimate and control the transmitted torque at a distal joint, such as the we show the friction increase in the flexible shaft due to bending is easy
ankle, while the motor and electronic systems are placed in a physio- to model and can be easily taken into account for torque estimation and
logically more advantageous place, such as the thigh. The flexible shaft control. Second, in Bowden-cables, when compliance is required, gen-
connects the motor with the distal joint as it spans an intermediate joint erally a spring must be placed in series with it. This element, generally
that rotates, such as the knee joint, which means the flexible shaft is placed at the joint level, can increase the mechanical complexity of the
subjected to continuous bending as it follows the joint’s movement. The system as well as its weight and inertia. Instead, in the RTCA, the flex-
shaft’s bending angle was estimated by means of the intermediate’s joint ible shaft serves both as the transmission element from the relocated
angle, and used to update the output torque estimation online based on motor to the joint and as the compliant element of the actuator, reduc-
this parameter and the shaft’s torsional deflection angle. Results showed ing the amount of components of the actuator. Finally, Bowden-cables
the proposed approach is able to dynamically track and predict the effect transmit forces instead of torques, which requires an additional system
of the continuous shaft’s bend angle change while keeping a high accu- to convert the force into a torque. In the case of soft exoskeletons, for
racy in the output torque estimation and tracking performance (Fig. 18), example, due to the routing of the cable, the exerted linear forces gen-
validating the suitability of the proposed implementation and control erate shear forces between the exoskeleton and the human skin, which
approach of the RTCA for lower limb exoskeletons. Finally, simulation should be avoided as they can be uncomfortable and even painful for
results showed the use of a RTCA can highly reduce the amount of torque humans. Instead, the flexible shaft transmits pure moments that are di-
required to accelerate the self-weight of an exoskeleton due to the bet- rectly transmitted to the human in the form of a pair of normal forces,
ter weight distribution. For the case of the ankle joint, results showed a which is more efficient and comfortable for humans.
decrease of 55% of the peak required torque at the hip and of 74% at
the knee when compared to an in-line traditional actuation approach.
Results suggest, therefore, that the presented approach could also be 7. Conclusion
extrapolated and implemented into other systems with similar configu-
rations, such as upper limb exoskeletons, robotic arms, prosthetics and The RTCA constitutes a promising alternative to address some of the
haptic devices, were the reduction of the inertia together with an accu- current problems of actuators for wearable robots and exoskeleton de-
rate torque control are also decisive for the application functionality. vices in particular. In comparison to other commonly used transmission
systems in RAS, such as Bowden cables, the implementation of the flex-
6.4. Limitations and opportunities of the RTCA ible shaft in the RTCA following the proposed approach provides simul-
taneously the advantages of RAS: improved mass distribution, and the
The RTCA has also some limitations and disadvantages. The maxi- advantages of SEAs and compliant systems, as the flexible shaft can be
mum torque a flexible shaft can transmit is limited by its diameter and modelled and exploited as a torsionally compliant element whose output
bending configuration. If more output torque is required there are two transmitted torque can be easily estimated based on the shaft’s torsional
possible options: (i) Increase shaft’s diameter, or (ii) Implement a last deflection angle and spatial configuration, allowing torque control at a
stage transmission system with a transmission ratio higher than one. distal joint based on position sensors and providing an intrinsically safe
An increase on the shaft’s diameter is directly linked to an increase on interaction with humans. The RTCA highly reduces the development
the torsional stiffness, which reduces the compliant properties of RTCA. time in comparison to other actuation systems as it uses mainly off-the-
Besides, the shaft’s diameter and bending stiffness are inversely propor- shelf components and does not require the design and manufacturing of
tional: if a thicker flexible shaft is used, the bending flexibility is reduced additional complex elements such as custom-made springs or transmis-
and with it the minimum operating bend radius and torque efficiency. sion elements.
In this case, in order to achieve higher bend angle ranges of motion, This paper presented the first validation and proof of concept test
the shaft’s length must be increased. Although length does not affect of the RTCA to serve as a foundation for the future implementation of
the torque transmittance, it has an effect on the torsional stiffness: the this concept into wearable robots. Results were promising and showed
higher the length, the lower the torsional stiffness for a certain shaft’s di- the proposed concept and implementation approach are suitable for this
ameter, and the easier for the appearance of helixing, or twisting of the kind of applications, confirming its viability for future developments in
shaft under high loads. To avoid this problem, the flexible shaft could this field and opening new implementation possibilities of this technol-
be combined with rigid shafts in sections were no bending is required. ogy into other related fields such as robotic prosthesis, haptic devices
This way, the flexible shaft could be implemented only to transmit the and, more broadly, the robotic field in general.
torque through a joint in motion to the more distal joints, while the
torque could be transmitted parallel to the human limbs by means of Acknowledgement
rigid shafts for the rest of the limb segments. This combination, besides,
could be integrated inside the main structure of the robot, preventing the David Rodriguez-Cianca is a FWO-SB fellow of the Research Founda-
existence of mobile parts that could endanger the safety of the human. tion - Flanders (FWO). Tom Verstraten is a postdoctoral fellow of the the
This implementation would additionally require to change the torque di- same organization. This work was partially supported by the ERC-grant
rection, from parallel to perpendicular to the limb, to drive each joint. It SPEAR (No. 337596) and the FWO-SBO Exo4work (No. S000118N).
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