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Burnham ABSTRACT This paper considers an adaptive backstepping algorithm for designing the control for a class of nonlinear continuous uncertain processes with dis-turbances that can be

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ADAPTIVE SLIDING MODE BACKSTEPPING CONTROL OF NONLINEAR SYSTEMS WITH UNMATCHED UNCERTAINTY

Ali J Koshkouei, Alan S I Zinober,and Keith J Burnham

ABSTRACT

This paper considers an adaptive backstepping algorithm for designing the control for a class of nonlinear continuous uncertain processes with dis-turbances that can be converted to a parametric semi-strict feedback form

Sliding mode control using a combined adaptive backstepping sliding mode control (SMC) algorithm, is also studied The algorithm follows a systematic procedure for the design of adaptive control laws for the output tracking of nonlinear systems with matched and unmatched uncertainty

KeyWords: Adaptive systems, backstepping, sliding mode control,

nonlinear systems, Lyapunov method

I INTRODUCTION

The backstepping procedure is a systematic design

technique for the globally stable and asymptotically

adaptive tracking control of a class of nonlinear systems

Adaptive backstepping algorithms have been applied to

systems which can be transformed into a triangular form,

in particular, the parametric pure feedback (PPF) form

and the parametric strict feedback (PSF) form [9] This

method has been studied widely in recent years [8,9,

16-19] When plants include uncertainty with lack of

information about the bounds of unknown parameters,

adaptive control is more convenient; whilst, if some

information about the uncertainty, such as bounds, is

available, robust control is usually employed

If a plant has matched uncertainty, the system may

be stabilized via state feedback control [3] Some

techniques have been proposed for the case of plants

containing unmatched uncertainty [5] The plant may

contain unmodelled terms and unmeasurable external

disturbances, bounded by known functions

Thestabilizationofdynamicalsystemswithuncer-

tainties has been studiedintherecentyears[1,3,4,6,14]

Most approaches are based upon Lyapunov and lineari-sation methods to design a control In the Lyapunov approach, it is very difficult to find a Lyapunov function

to find a control to stabilise the system The linearisation approach yields local stability The backstepping ap-proach presents a systematic method for designing a control to track a reference signal, by selecting an ap-propriate Lyapunov function by changing the coordinate [8,9] The robust output tracking of nonlinear systems has been studied by many authors [2,12,16]

Sliding mode control (SMC) is a robust control method and backstepping can be considered to be a method of adaptive control The combination of these methods yields benefits from both approaches

A systematic design procedure has been proposed

to combine adaptive control and SMC for nonlinear sys-tems with relative degree one [21] The sliding mode backstepping approach has been extended to some classes of nonlinear systems which need not be in the PPF or PSF forms [16-19] A symbolic algebra toolbox

allows straightforward design of dynamical

backstep-ping control [15]

The adaptive sliding backstepping control of semi-strict feedback systems (SSF) [20] has been stud-ied by Koshkouei and Zinober [10] The method ensures that the error state trajectories move on a sliding hyper-plane

In this paper we develop the backstepping approach for SSF systems with unmatched uncertainty We also design a controller based upon sliding backstepping mode techniques so that the state trajectories approach a

Manuscript received January 15, 2003; revised April 1,

2003; accepted March 19, 2004

Ali J Koshkouei and Keith J Burnham are with Control

Theory and Applications Centre, Coventry University,

Coven-try CV1 5DB, UK

Alan S I Zinober is with Department of Applied

Mathe-matics, The University of Sheffield, Sheffield S10 2TN, UK.

Trang 2

specified hyperplane These systematic methods do not

need any extra conditions on the parameters and also

any sufficient conditions for the existence of the sliding

mode

A backstepping method for designing a sliding

mode control for a class of nonlinear system without

uncertainties, has been presented by Rios-Bolívar and

Zinober [15-17] Their method needs some sufficient

conditions for existence of the sliding mode In this

pa-per a method for designing sliding mode control is

pro-posed which assures that the sliding mode occurs

with-out satisfying these conditions and also guarantees the

stability of the system

We extend the classical backstepping method to the

parametric semi-strict feedback form in Section 2 to

achieve the output tracking of a dynamical reference

signal The sliding mode control design based upon the

backstepping approach is presented in Section 3 We

consider an example to illustrate the results in Section 4

with some conclusions in Section 5

II ADAPTIVE BACKSTEPPING CONTROL

Consider the uncertain system

) , , ( ) ( ) (

)

=

which is transformable into the semi-strict feedback

form (SSF) [10,11,20]

1 T( , ,1 2 , ) ( , , ), 1 1

x =x+ + ϕ x x x θ + η x w t ≤ ≤ − i n

( ) ( ) T( ) ( , , )

x = f x +g x u+ ϕ x θ + η x w t

1

x

where x =[x1 x2 … x n]T is the state, y the output, u the

scalar control, and ϕi (x1, …, x i) ∈ Rp , i = 1, …, n, are

known functions which are assumed to be sufficiently

smooth θ ∈ R pis the vector of constant unknown

pa-rameters and ηi (x, w, t), i = 1, …, n, are unknown

nonlinear scalar functions including all the disturbances

w is an uncertain time-varying parameter

bounded by known positive functions h i (x1, … x i) ∈

R, i.e

n i

x x h

t

w

i( , , )| ( , ), 1, ,

The output y should track a specified bounded reference

signal y r (t) with bounded derivatives up to n-th order

The system (1) is transferred into system (2) if there

exists a diffeomorphism x = x (ρ) The conditions of the

existence of a diffeomorphism x = x (ρ) can be found in

[13] and the input-output linearisation results in [7]

First, a classical backstepping method will be ex-tended to this class of systems to achieve the output tracking of a dynamical reference signal The sliding mode control design based upon backstepping tech-niques is then presented in Section 3

2.1 Backstepping algorithm

The design method based upon the adaptive back-stepping approach is now presented [10,11] The func-tions that compensate the system disturbances, are con-tinuous This method ensures that the output tracks a desired reference signal

r

T x x w t y x

z1= 2+ϕ1( 1) +η1( , , )− (4) From (4)

1 2 1Tˆ 1( , , ) 1T

r

z =x + ω θ + η x w ty + ω θ (5) with ω1(x1) = ϕ1(x1) and θ = θ − θˆ where ~θ(t) is an estimate of the unknown parameter vector θ

Consider the stabilization of the subsystem (4) and the Lyapunov function

θ Γ θ +

=

2

1 2

1 ) ,

1

where Γ is a positive definite matrix The derivative of

V1 is

) (

~ ) ) , , ( ˆ ( ) ,

1 z θ =z x +ω θ+η x w ty +θ Γ− Γω z −θ

r T

Define τ1 = Γω1z1 Let

1( , , )1 ˆ 1 ˆ 1 1 1 1

4

with c1, a and positive numbers Define the error

variable

r

y t x x

z2= 2−α1( 1,θˆ, )−

4

r

n

Then

2

4

z = −c z + + ω θ + ηz x w th z e (10)

and V1 is converted to

1( , )1 ˆ 1 1 1 2 at T ( 1 ˆ)

n

variable z k is

Trang 3

( )

1

ˆ

k

x

=

T k1

∂α

+ω θ −

where

1 1

1

k k

x

=

∂α

2 1

1

4

k

n

x

=

i k

i i

k k

k

x η

α

η

=

=

− 1

1

Define z k+1 = x k+1 − αk − y r (k)where

1 1

1

x

=

∂α

2

1 1

k

i

t

+

=

with c k > 0 Then the time derivative of the error

vari-able z k is

T

z = −z− −c z +z+ + ω θ + ξ − ζ z

2 1

1 1

k

i

z

+

=

Consider the extended Lyapunov function

1

1

k T

i

V Vz z

=

The time derivative of V k is

2

1 1

( 1) 2

k

at

k i i k k

i

k k

V c z z z e

n

− +

=

+

⎛ θ

α

∂ + θ

− τ

Γ

θ

k k

i i

i k

since

=

− +Γω =Γ ω

τ

=

i i i k

k k

1

Step n Define

( )

z =x − α −− y

with αn−1 obtained from (13) for k = n Then the time

derivative of the error variable z n is

θ θ

α

α

− θ ω + +

ˆ ˆ

) , ( ) (

)

n

i i i

n T

n

n

x t

x u x g

x

f

z

n 1 T( , ) ( )n

n x t n y r

t

∂α

where ω x n( ,θ) is defined in (12) for k = n Extend the

Lyapunov function to be

1

1

i n

i

=

=

(19)

The time derivative of V n is

1

( 1) 2

at

n

+

2

1

ˆ

T i

− +

∂α

∂θ

where

n T n

n=τ +Γω z

We select the control

α

∂ + θ ω

1

1

) (

n T

n n n n n n

x x x

f z c z x g u

2

( )

1 1

n

n

i

t

+

=

with c n > 0 Taking θˆ =τn,θ~ is eliminated from the

right-hand side of (20) Then

0

||

|| 2 1

2≤− <

=

z c z c

i i i

n

i c

c

= min This implies that limt→∞z i = 0, i =

1,2, …, n, particularly lim t→∞(x1 − yr) = 0

III SLIDING BACKSTEPPING CONTROL

Sliding mode techniques yielding robust control and adaptive control techniques are both popular when there is uncertainty in the plant The combination of these methods has been studied in recent years [16-19]

In general, at each step of the backstepping method, the new update tuning function and the defined error vari-ables (and virtual control law) take the system to the equilibrium position At the final step the system is sta-bilized by suitable selection of the control

The adaptive sliding backstepping control of SSF systems has been studied by Koshkouei and Zinober [10,11] The controller is based upon sliding backstep-ping mode techniques so that the state trajectories ap-proach a specified hyperplane The sufficient condition for the existence of the sliding mode, given by Rios-Bolívar and Zinober [15-17], is no longer needed

To provide robustness, the adaptive backstepping

Trang 4

algorithm can be modified to yield an adaptive sliding

output tracking controller The modification is carried

out at the final step of the algorithm by incorporating the

following sliding surface defined in terms of the error

coordinates

0 1 1 1

=

where k i > 0, i = 1, …, n − 1, are real numbers

Addi-tionally, the Lyapunov function is modified as follows

1

1

n

i

n

a

=

= ∑ + σ + θ − θ Γ θ − θ +

Let

1

τ = τ + Γσ ω +⎜ ω = Γ⎟ ⎜⎜ ω + σ ω +⎜ ω⎟⎟⎟

(26)

The time derivative of V n is

)

1 1

1

2

=

+ + +

n

i i i

1

x

=

n r

n

t

∂θ

1

1

2

ˆ

n

i

i

=

∂α

∂θ

2

1 1

1

ˆ

n

T i

i

z

− +

=

∂α

∂θ

since from (24), z n = σ − k1z1 − k2z2 − … − kn−1 z n− 1

Setting θˆ =τn,~θ is eliminated from right-hand side of

(27) Consider the adaptive sliding mode output tracking

control

1

1

( )

n

i

=

4

r

n

t

∂α

1

1

2

ˆ

n

i

i

=

∂α

∂θ

⎤ σ

⎛ +

σ

1 i i

n

i

v k K

where k n = 1, K > 0 and W ≥ 0 are arbitrary real num-bers and

1 ,

1 1

1

n i h

x h

i k i j i

α

∂ +

=

Then substituting (28) in (27) yields

1

( 1) 2

at

n

= + σσ −

2 1

2 1 1 2

n

… where

1 2

c c Q

+

which is a positive definite matrix

2

W = z zzQ z zz− +K σ + σW

which yields limt∞ σ = 0 and lim t→∞z i = 0, i =1, 2, …,

n−1 Particularly, lim t→∞ (x1 − yr ) = 0 Since z n = σ

k1z1 − k2z2 − … − k n − 1 z n 1, lim t→∞z n = 0 Therefore,

the stability of the system along the sliding surface σ =

0 is guaranteed

There is a close relationship between W ≥ 0 and K

> 0 To reduce the chattering obtained from the

discon-tinuous term, they should be tuned so that the desired

performances are achieved If K is very large with re-spect to W, unwanted chattering is produced If K is sufficiently large, one can select W so that stability with

a chattering reduction is established W also affects the

reaching time of the sliding mode By increasing the

value W, the reaching time is decreased

Remark 1 Alternatively, one can apply a different

pro-cedure at the n-th step which yields

n

x f z x g

θ

α

∂ + θ ω

) (

1

1 1

n

n

i r

i i

x y

+

=

4

at

n

kc z z h z e

1

2

n

i

=

2 1

1 1

i

l z

+

=

Trang 5

2 1

1

i

+

∂α

⎤ σ

⎛ +

− σ

=

n

i i i v k W K

1

)

with k n = 1, K > 0 and W ≥ 0 arbitrary real numbers and

for all i, 1 ≤ i ≤ n

1

1

4

i

n

x

=

IV EXAMPLE

Consider the second-order system in SSF form

1 2 1 ( ,1 2)

x =x + θ + ηx x x

u

where |η| ≤ 2x1.We have

2

1 2x

r

y

x

2

r

z =x + θ +x c z + x z ey

4

2

1

1

x

α

= ω

2 ( 1 1z 2 2z )

τ = Γ ω + ω ,

2 1

1

2 at

x

⎛ ∂α ⎞

Then the control law (22) becomes

2 2 ) 2 ( 1 2 1 2 1

1 2 2

2

z

∂ α

∂ + τ θ

α

∂ +

∂ α

∂ + θ ω

=

(35)

Simulation results showing desirable transient responses

are presentedinFig.1withy r= 0.4, a= 0.1, = 10,

Γ = 1, c1 = 12, c2 = 0.1 and η(x1, x2) = 2x1 cos (3x1x2)

Alternatively, we can design a sliding mode controller

for the system Assume that the sliding surface is σ =

k1z1 + z2 = 0 with k1 > 0 The adaptive sliding mode

con-trol law (28) is

Fig 1 Regulator responses with nonlinear control (35) for

PSSF system

) 2 ( 1 2 1 2 1

1 2 2 1 1 1

t

x x z

k z k c

∂ α

∂ + τ θ

α

∂ +

∂ α

∂ + θ ω

1

1

sgn( ) 2

at

x

(36)

where τ2 = Γ (z1ω1 + σ(ω2 + k1ω1)) Simulation results showing desirable transient responses are shown in Fig

2 with the same values as the case without sliding mode

and k1 = 1, K = 10, W = 0 The simulation results with K

= 10, W = 5, are shown in Fig 3 If W > 0 the chattering

of the sliding motion is reduced and also the reaching

time is shorter than when w = 0

V CONCLUSION

Backstepping is a systematic Lyapunov method to design control algorithmswhichstabilizenonlinearsys-

Fig 2 Tracking responses with sliding control (36) for

PSSF system with K = 10 and W = 0

Fig 3 Tracking responses with sliding control (36) for PSSF

system with K = 10 and W = 5

Trang 6

tems Sliding mode control is a robust control design

method and adaptive backstepping is an adaptive control

design method In this paper the control design has

benefited from both design approaches Backstepping

control and sliding backstepping control were developed

for a class of nonlinear systems which can be converted

to the parametric strict feedback form The plant may

have unmodelled or external disturbances The

discon-tinuous control may contain a gain parameter for the

designer to select the velocity of the convergence of the

state trajectories to the sliding hyperplane We have

extended the previous work of Rios-Bolívar and Zinober

[15-17] and Koshkouei and Zinober [10], and have

re-moved the sufficient existence condition for the sliding

mode to guarantee that the state trajectories converge to

a given sliding surface

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Boundedness Control of Uncertain Systems in the

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Systems,” Int J Contr., Vol 5, pp 1381-1407 (1990)

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Con-trollers for Systems Linear in Unmeasured States,”

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Ver-lag, Berlin, Germany (1995)

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“Adaptive Nonlinear Control without

Overparametri-zation,” Syst Contr Lett., Vol 19, pp 177-185 (1992)

9 Kanellakopoulos, I., P.V Kokotović, and A.S Morse,

“Systematic Design of Adaptive Controllers for

Feed-back Linearizable Systems,” IEEE Trans Automat

Contr., Vol 36, pp 1241-1253 (1991)

10 Koshkouei, A.J and A.S.I Zinober, “Adaptive Sliding Backstepping Control of Nonlinear Semi-Strict

Feed-back Form Systems,” Proc 7 th IEEE Mediter Contr Conf., Haifa, pp 2376-2383 (1999)

11 Koshkouei, A.J and A.S.I Zinober, “Adaptive Output Tracking Backstepping Sliding Mode Control of

Nonlinear Systems,” Proc 3 rd IFAC Symp Robust Contr Design, Prague, Vol 1, pp 167-172 (2000)

12 Li, Z.H., T.Y Chai, C Wen, and C.B Hoh, “Robust Output Tracking for Nonlinear Uncertain Systems,”

Syst Contr Lett., Vol 25, pp 53-61 (1995)

13 Mario, R and P Tomei, “Robust Stabilization of Feedback Linearizable Time-varying Uncertain

Nonlinear Systems,” Automatica, Vol 29, pp 181-189

(1993)

14 Qu, Z., “Global Stabilization of Nonlinear Systems

with a Class of Unmatched Uncertainties,” Syst Contr

Lett., Vol 18, pp 301-307 (1992)

15 Rios-Bolívar, M., and A.S.I Zinober, “A Symbolic Computation Toolbox for the Design of Dynamical

Adaptive Nonlinear Control,” Appl Math Comp Sci.,

Vol 8, pp 73-88 (1998)

16 Rios-Bolívar, M., and A.S.I Zinober, “Dynamical Adaptive Sliding Mode Output Tracking Control of a

Class of Nonlinear Systems,” Int J Robust Nonlin

Contr., Vol 7, pp 387-405 (1997)

17 Rios-Bolívar, M and A.S.I Zinober, “Dynamical Adaptive Backstepping Control Design Via Symbolic

Computation,” Proc 3 rd Eur Contr Conf., Brussels,

paper no 704 (1997)

18 Rios-Bolívar, M., A.S.I Zinober, and H Sira-Ramírez,

“Dynamical Sliding Mode Control via Adaptive Input- Output Linearization: A Backstepping Approach,” in

Robust Control via Variable Structure and Lyapunov Techniques, F Garofalo and L Glielmo, Eds.,

Springer-Verlag, U.S.A., pp 15-35 (1996)

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A Backstepping Approach,” Proc IEEE Workshop

Robust Contr Variable Struct Lyapunov Techniques,

Benevento, Italy, pp 78-85 (1994)

20 Yao, B and M Tomizuka, “Adaptive Robust Control

of SISO Nonlinear Systems in A Semi-Strict Feedback

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Trang 7

Ali Koshkouei received the Ph.D

degree in Control Theory from University of Sheffield in 1997

He worked at the Department of Applied mathematics from 1997 until 2003 as a Research Associate

Since 2003, he has worked at Con-trol Theory and Applications Centre, Coventry University

as a Senior Research Assistant He has published about

50 papers in the international journals, conferences and as

chapters of books His research interests are mainly

stabi-lisation of nonlinear systems and sliding mode

con-trol/observers

Alan S I ZinoberAfter obtaining his Ph.D degree from Cambridge University in 1974, Alan Zinober was appointed Lecturer in the De-partment of Applied and Computa-tional Mathematics at the Univer-sity of Sheffield in 1974, promoted

to Senior Lecturer in 1990, Reader

in Applied Mathematics in 1993 and Professor in 1995 He has been the recipient of a

num-ber of EPSRC research grants and has published over 160

journal and conference publications The central theme of

his research is in the field of variable structure sliding

mode control systems theory Discontinuous and

continu-ous control algorithms have been developed as part of a

CAD control package Other nonlinear control areas

stud-ied include sliding observers, nonlinear H infinity control,

frequency shaped sliding control, adaptive backstepping

techniques and the realization of nonlinear systems

An-other area of research is in deterministic Operations

Re-search, in particular the field of combinatorial optimization

In 1990 he edited a research monograph, Deterministic

Control of Uncertain Systems, and Variable Structure and

Lyapunov Control, was published in 1994 He has been an

invited speaker at a number of international conferences

He organised the IEEE International Workshop on Variable

Structure and Lyapunov Control of Uncertain Dynamical

Systems in September 1992, and the Fourth NCN

Work-shop in 2002, and has organized invited sessions at many

IFAC and IEEE Conferences He is a past Chairman of the

IEEE (UK and RI) Control Systems Chapter and the IMA

(UK) Control Theory Committee

of Industrial Control Systems, School

of Mathematical and Information Sci-ences, Coventry University, and Direc-tor of the University’s Control Theory and Applications Centre since 1999 This is a multidisciplinary research centre in which effective collaboration takes place amongst staff from across the University There are currently a number of research programmes with UK based industrial organisations, many of which are involved with the design and implementation of adaptive control systems Keith Burnham obtained his BSc (Mathematics), MSc (Control Engineering) and PhD (Adaptive Control) at Coventry University in 1981, 1984 and 1991, respectively

He is regularly consulted by industrial organisations to provide advice in areas of advanced algorithm development for control and condition monitoring Currently, he is a Member of the Editorial Board of the Transactions of the Institute of Measurement and Control He is also a Member

of the Institution of Electrical Engineers, a Member of the Institute of Measurement and Control, and a Member of the Institute of Mathematics and its Applications

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