開發紀錄:力矩分析的論文都在做什麼——把 ISP 手冊裡的每一項力矩,對回它背後的文獻

這是 LocalPapa Notes 開發紀錄系列的第二十二篇。第二十一篇是一份慣性穩定平台的入門手冊,第三層給了一條完整的力矩公式鏈:從氣動阻力算到轉動慣量、再乘上摩擦比例與安全係數,最後除以 Kt 換成電流。整條鏈可以在紙上算完,也可以在馬達選型計算機上驗算。

但那條鏈是刻意壓扁的T_friction 用一個 15% 的比例帶過、Cd 填 0.45、SF 填 2.5、Kt 當常數——這四個數字每一個背後都是一個獨立的研究領域。手冊的目的是讓你「算得出來」,這篇的目的是讓你知道每個數字是誰在研究、他們算出什麼、以及你什麼時候不能再用簡化版

如果你剛看完手冊、覺得概念通了但沒有實作經驗,這篇是那份手冊的文獻索引。

這批文獻怎麼分類

力矩分析的論文很容易讀成一團——標題都長得像「某某雲台的建模與控制」,但實際在解的問題差很多。用手冊公式鏈的哪一項來分類,會清楚很多:

  • 第一類:剛體動力學與軸間耦合 → 細化 T_inertia = J·α
  • 第二類:摩擦力矩建模 → 細化 T_friction = 15%
  • 第三類:走線阻力 → 手冊沒有單獨列的一項
  • 第四類:氣動力矩 → 細化 T_wind 裡的 CdL_arm
  • 第五類:馬達端的力矩非理想 → 細化 T = Kt·I
  • 第六類:裕度標準 → 細化 SF = 2.5

第六類跟前五類性質不同:前五類是學術論文,第六類是航太工程標準。對沒有經驗的人來說,第六類其實是最該先讀的——因為它直接告訴你安全係數該怎麼推導,而不是猜。


第一類:剛體動力學——J·α 只是完整方程裡的一項

手冊第三層的 T_inertia = J·α 假設了三件事:單軸、已完美配平、慣量張量對角。這一類文獻做的事,就是把這三個假設一個一個拿掉。

Ekstrand, B. (2001). Equations of Motion for a Two-Axes Gimbal System. IEEE Transactions on Aerospace and Electronic Systems, 37(3), 1083–1091.

這是整條線的起點,被引用超過一百次。它推導 yaw–pitch 兩軸構型的完整運動方程,但明確假設沒有質量不平衡、沒有慣量擾動。換句話說,它給的是「乾淨情況」的基準解。讀它的價值不在於它涵蓋了多少,而在於它把「理想狀態下方程長什麼樣」定義清楚了——後面所有論文都是在跟這個基準比對差異。

Abdo, M., Vali, A. R., Toloei, A. R., & Arvan, M. R. (2013). Research on the Cross-Coupling of a Two Axes Gimbal System with Dynamic Unbalance. International Journal of Advanced Robotic Systems. DOI: 10.5772/56963

這篇把 Ekstrand 的假設放掉。它從基座(載具)的角運動與動不平衡出發推導力矩關係,然後把兩軸的穩定迴路用一個 cross-coupling unit 串起來,在 MATLAB/Simulink 與 SimMechanics 上驗證。

關鍵結論有兩個:耦合同時影響方位與俯仰兩個通道、會影響系統穩定性;基座角速率越大,雲台響應的超調越明顯。第二點對機載應用特別重要——載具動得越猛,耦合的代價越高,而這一項完全不在手冊的公式鏈裡。

這裡要區分兩種不平衡:靜不平衡是重心沒在轉軸上(手冊第五層講的那個,配平可以解決);動不平衡是慣量張量非對角,也就是酬載的慣量主軸沒對齊轉軸。就算你把靜不平衡配到零,動不平衡仍然會在轉動時產生耦合力矩。

Dynamic Modeling and Coupling Characteristic Analysis of Two-Axis Rate Gyro Seeker (2018). International Journal of Aerospace Engineering, Article 8513684.

同時把 cross-coupling、mass imbalance、disturbance torque 三者放進同一個模型,並用頻域方法辨識伺服馬達的轉移函數。對想做完整模型的人,這篇的價值在於它示範了怎麼把「建模」跟「參數辨識」接起來——光有方程沒有參數,模型是空的。

Huang, Q., et al. (2024). Modeling and Control of a Two-Axis Stabilized Gimbal Based on Kane Method. Sensors, 24(11), 3615.

這篇處理的是方法論本身的痛點:用 Newton–Euler 建兩軸雲台的模型,要分析鉸鏈處的約束力;用 Lagrange 可以繞開約束力,但要解二階微分方程、計算效率差。它改用 Kane 法——直接從廣義座標推廣義速度與偏速度,再分析廣義主動力與慣性力——換到一個結構更簡單、算得更快的模型。

對回手冊:手冊第五層已經誠實聲明「這一層不在 Hilkert 論文裡」。這四篇正好補上那個缺口。實務判斷是這樣:如果你的載具角速率低、酬載配平做得好,J·α 的單軸估算夠用;如果載具會做大機動、或酬載形狀不規則(慣量主軸難對齊),耦合項就不能忽略,這時要往 Ekstrand 或 Kane 法的完整模型走。

第二類:摩擦力矩——15% 只是一個佔位符

手冊把摩擦寫成「前兩項總和的 15%」,並註明是經驗比例。這一類文獻在做的,是把那 15% 換成真正的模型。

模型的演進要先講清楚,不然論文會看不懂:

  • Coulomb + 黏滯:最簡單的靜態模型,摩擦力只是速度的函數。過零點會不連續,模擬時會抖。
  • Dahl (1968):引入一個額外的狀態變數,用微位移描述預滑移(pre-sliding)階段的摩擦。解決了過零點問題,但沒有 Stribeck 效應
  • LuGre(Åström 與 Canudas-de-Wit):在 Dahl 之上把 Stribeck 效應加回來。它能同時重現 stick-slip、預滑移的遲滯曲線、滑動階段的摩擦延遲,以及從靜到動的 break-away force。

為什麼雲台特別在意這個?因為雲台大部分時間都在低速微動——穩定的本質是持續做小幅度的反向修正,速度常常在過零點附近徘徊。而 Stribeck 段(低速時摩擦力隨速度上升而下降的那一段)正好就在那裡。這也是為什麼「摩擦是總和的固定比例」這個線性假設,在雲台上最容易失效。

Jia, R., Nandikolla, V. K., Haggart, G., Volk, C., & Tazartes, D. (2017). System Performance of an Inertially Stabilized Gimbal Platform with Friction, Resonance, and Vibration Effects. Journal of Nonlinear Dynamics, 2017, Article 6594861. DOI: 10.1155/2017/6594861

這篇少見地把摩擦、結構共振、振動三者放進同一個系統模型,然後比較四種不同等級的陀螺對整體性能的影響。它的主要貢獻其實是感測器選型——但對力矩分析的價值在於:它示範了這三個因素不是獨立相加的,機構共振會放大摩擦引起的擾動,而陀螺的雜訊底線決定了你能不能觀察到這個放大。

Two-Axis Optoelectronic Stabilized Platform Based on Active Disturbance Rejection Controller with LuGre Friction Model (2023). Electronics, 12(5), 1261. DOI: 10.3390/electronics12051261

Stabilization of two-axis line-of-sight system using active disturbance rejection control (2025). Multibody System Dynamics. DOI: 10.1007/s11044-025-10110-z

這兩篇是目前的主流做法:LuGre 建模 + ADRC 補償。後者為雲台的每一個關節各自實作一組 LuGre,這點值得注意——摩擦參數是逐軸的,方位軸與俯仰軸的軸承配置、預壓、走線都不一樣,用同一組參數是錯的。

Unified Model of Disturbances Acting Upon Gimbal Seeker in Anti-Tank Guided Missile. Journal of Automation, Mobile Robotics and Intelligent Systems (JAMRIS).

這篇做了一件其他論文很少做的事:它把 LuGre 的 Coulomb 分量連結到飛彈側向加速度所造成的正向力。也就是說,摩擦力矩不是一個固定參數,而是隨機動負載變化的。對機載雲台同樣成立——飛機在做高 g 機動時,軸承的正向力上升,摩擦力矩跟著上升,而這正好是你最需要穩定性能的時候。

對回手冊:15% 這個比例是設計初期的合理起點,但要知道它的兩個限制。第一,LuGre 有六個參數(σ0σ1σ2FcFsvs)要辨識,這是實測工作不是查表工作。第二,摩擦不是總負載的固定比例——在氣動主導的高速機載雲台上,15% 可能高估;在低速、低風阻的地面或室內應用上,摩擦可能反而是主導項,15% 會嚴重低估。判斷方法很簡單:先用手冊第三層的拆解表看 T_wind 佔比,如果 T_wind 不到一半,摩擦這一項就必須認真量。

第三類:走線阻力——手冊沒有單獨列的一項

手冊把走線阻力併進 T_friction 的 15% 裡。但這一類文獻的核心論點是:走線阻力在物理上不是摩擦,是彈簧

Dynamic simulation and disturbance torque analyzing of motional cable harness based on Kirchhoff rod model (2012). Chinese Journal of Mechanical Engineering, 25(2), 346–354. DOI: 10.3901/CJME.2012.02.346

這篇用 Kirchhoff 細桿理論為運動中的線束建立動態模型,考慮幾何非線性,模擬線束內部的彎曲與扭轉回復力矩,藉此在走線設計階段就預測擾動力矩。驗證方式是拿模擬結果跟一套雙目視覺光學量測儀的實測比對。

為什麼要用到細桿理論這麼重的工具?因為線束的行為跟角度強相關——同一條線在行程中央跟在行程端點,回復力矩差很多,而且有遲滯。用一個常數摩擦項近似,等於把一個與位置相關的彈簧誤當成與速度相關的阻尼。兩者在控制迴路裡的影響完全不同:摩擦主要在過零點附近製造麻煩(極限環、stick-slip),走線彈簧則在行程端點製造穩態偏差,而且會被位置迴路看成一個持續的負載。

Yu, et al. (2017). A Uniform Method of Mechanical Disturbance Torque Measurement and Reduction for the Seeker Gimbal in the Assembly Process. Mathematical Problems in Engineering, 2017, Article 2179503. DOI: 10.1155/2017/2179503

這篇的角度完全不同——它是產線角度的論文。它建立組裝參數與機械擾動力矩之間的關係模型,架設一套量測系統直接量力矩馬達的驅動力矩,然後逐一調整跟擾動力矩相關的組裝參數,目標是把驅動力矩「壓平、壓小」。

對缺乏經驗的人,這篇的價值可能比前一篇更高:它承認了一件事——擾動力矩有很大一部分是組裝出來的,不是設計出來的。同一張圖紙、同一批零件,組裝手法不同,擾動力矩的偏置與波動就不同。這解釋了為什麼實測值常常對不上模型:模型算的是設計值,你量到的是這一台的組裝結果。

對回手冊:如果你的雲台有集電環,走線阻力多半可以留在 15% 裡;如果是用線束直接跨過轉軸(小型雲台常見的做法),這一項應該獨立估算,而且要量整個行程,不能只量中位。

第四類:氣動力矩——Cd = 0.45 這個數字從哪來

手冊第三層的範例算出 T_wind 佔了 85%,是絕對的主導項。既然主導,這一項的假設就最值得檢查。

Gordeyev, S., & Jumper, E. J. Aerodynamics of a Generic Optical Turret. Journal of Aircraft. DOI: 10.2514/1.36804

光學砲塔氣動的基準文獻,研究側壁安裝的半球–圓柱(hemisphere-on-cylinder)構型在 Mach 0.3–0.5 的流場。這一系列研究主要關心的是 aero-optics(氣流擾動對成像品質的影響),但流場結構本身也決定了作用在砲塔上的力與力矩。

Aerodynamic Investigations of UAV Sensor Turrets — A Combined Wind-tunnel and CFD Approach (2021). AIAA SciTech Forum. DOI: 10.2514/6.2021-1535

這篇對力矩估算最有用。它對八種真實的 EO/IR 感測器砲塔幾何做非定常 RANS 模擬,並與風洞阻力資料比對驗證。

關鍵結論是:真實砲塔的阻力係數比乾淨的半球–圓柱構型高出 40% 以上。原因是真實砲塔有突出的鏡窗表面與旋轉機構的邊緣,這些銳利特徵造成大量流動分離;模擬中也觀察到馬蹄渦與尾流渦等渦流結構。同系列的研究也指出,EO/IR 砲塔與固定起落架是無人機寄生阻力遠高於有人機的主因。

Wind-tunnel and CFD investigations of UAV landing gears and turrets — Improvements in empirical drag estimation (2020). Aerospace Science and Technology.

同一組人把 CFD 與風洞的結果回饋成改良的經驗阻力估算式——這正是「查表法」與「CFD 法」中間的那一層。

對回手冊:這批文獻給了兩個修正方向,但重要性不同。

第一,Cd 可能低估。 0.45 是乾淨鈍體的典型值;如果你的雲台有突出的鏡窗、外露的旋轉接縫,實際值可能高出四成以上。保守做法是把 Cd 往上調,或直接把這個不確定性丟給 SF(見第六類——標準的做法正是如此)。

第二,也是更關鍵的:真正的誤差來源可能是 L_arm 不是 Cd 手冊自己算過,L_arm 的敏感度遠高於 J。而 L_arm 的物理意義是壓力中心到轉軸的距離,不是幾何中心到轉軸的距離——在有流動分離的鈍體上,壓力中心會隨迎角移動,這不是量尺可以量出來的。

所以真要做準,正確的做法不是回頭去修 Cd,而是直接從 CFD 或風洞取鉸鏈力矩(hinge moment)。CFD 本來就直接輸出對指定軸的力矩,中間根本不需要 Cd × A × L_arm 這個分解。½ρv²·Cd·A·L_arm 是設計初期沒有 CFD 時的估算式;一旦有了 CFD 結果,它就該被取代,而不是被校正。


第五類:馬達端——Kt 不是常數

手冊第四層用 T = Kt · I 把力矩換成電流,並提醒了 KtKV 的單位坑。但還有另一個坑:Kt 本身會隨轉子角度波動

Li, H., Yang, S., & Le, Y. (2023). Torque Ripple Minimization of Low-Speed Gimbal Servo System Using Parameter-Optimized ESO. IEEE Journal of Emerging and Selected Topics in Power Electronics, 11, 2094–2103.

針對控制力矩陀螺(CMG)的 gimbal 伺服系統,提出速度環用滑模控制、電流環用 PI 加前饋補償的複合控制。做法上值得注意的是它用了三個獨立的 ESO,分別估 d 軸電流、q 軸電流與負載力矩上的擾動——把「電氣端的擾動」跟「機械端的負載擾動」分開估,而不是全部塞進一個總擾動。

Speed Ripple Reduction of Direct-Drive PMSM Servo System at Low-Speed Operation Using Virtual Cogging Torque Control Method (2020). IEEE Transactions on Industrial Electronics.

直指問題核心:低速時 cogging torque 是劣化驅動性能的主因,甚至會誘發轉速震盪。cogging torque 來自定子開槽,與轉子位置週期相關;再加上反電動勢的非理想波形、電流量測誤差、相位不平衡,合起來就是週期性的力矩漣波。

Anti-Disturbance Gimbal Control via Adaptive Proportional-Integral-Resonant Controller and ESO for Control Moment Gyroscope with Vibration Isolator. Actuators, 15(4), 215.

用 PIR(比例–積分–諧振)控制器針對特定頻率的週期性擾動——這是處理力矩漣波很自然的選擇,因為漣波的頻率是轉速的已知倍數,諧振控制器可以在那個頻率上放大增益。

對回手冊:把 Kt 當常數,在選型階段是對的——你要算的是「這顆馬達的平均力矩夠不夠」,漣波對平均值影響不大。但在性能驗證階段這個假設會失效:漣波在高速時被轉動慣量濾掉,在低速微動時卻直接變成 LOS 抖動。這就是為什麼第二十篇強調雲台幾乎都用無槽的 frameless 直驅馬達——不是為了力矩密度,是為了把 cogging 從源頭消掉。 換句話說:如果你用有槽馬達,這批論文是你之後一定會回來讀的;如果你一開始就選了 frameless 無槽,你等於用選型繞過了整個問題。

第六類:裕度——SF = 2.5 該怎麼推導(缺經驗的人最該先讀這類)

前五類是學術論文,這一類是工程標準。它們解決的問題是:手冊裡那個 SF = 2.5 到底該填多少、憑什麼。

NASA-STD-5017B (2022). Design and Development Requirements for Mechanisms.

這份標準把力矩裕度定義成一條公式:

torque margin = T_avail / (Σ Kf·Tf + Σ Kv·Tv) − 1

T_avail 是機構在最惡劣環境條件下能產生的最小可用力矩。分母的關鍵在於它把阻力分成兩類,各乘不同的因子:

  • Tf:方向與大小相對確定的阻力(摩擦這類)
  • Tv:變異大、較難掌握的阻力

而因子的大小取決於你這個數字是怎麼來的

  • 靠理論或分析取得:Kf = 1.5Kv = 3.0
  • 靠飛行等效硬體實測取得:Kf = 1.25Kv = 2.0

經測試驗證時,要求 operating margin ≥ 1.0(也就是可用力矩至少是加權後阻力的兩倍)。

ECSS-E-ST-33-01C Rev.2 (2019). Space engineering — Mechanisms.

歐洲的對應標準,邏輯類似但用詞不同:各阻力項先各自乘上不確定度因子,總和再乘一個 motorization factor ≥ 2.0。同樣地,不確定度因子跟驗證程度掛鉤——例如軸承與線束的阻力項,經過熱真空環境實測後,因子可以從 3 降到 1.5。

Nalbandian, Blais, & Horth (2014). A Recommended New Approach on Motorization Ratio Calculations of Stepper Motors. 42nd Aerospace Mechanisms Symposium, NASA Goddard.

這篇比較 NASA、ESA、AIAA 三家對電驅動機構裕度算法的差異,並針對步進馬達在低工作週期下的特殊行為提出修正。就算你不用步進馬達,前面那段三方比較本身就值得讀——它讓你看到「裕度」不是一個唯一解,而是各家對不確定性的不同分帳方式。

對回手冊:手冊把所有沒建模的不確定性收進一個 SF = 2.5。標準的做法是把它拆成兩層。
  1. 逐項加權:每一項阻力各自乘上一個不確定度因子,而因子大小取決於這個數字是算出來的還是量出來的。
  2. 總體裕度:加權後的總阻力,再乘一個約 2 的驅動裕度。

這給了 SF 兩件手冊沒給的東西。第一是可辯護的來源——你不用猜 2.5,你可以照標準推出來,而且推導過程可以拿去跟人討論。第二,也是更有用的:一條把 SF 降下來的路徑。標準明說了,同一項阻力,用分析取得的因子是 1.5 或 3.0,用實測取得的是 1.25 或 2.0。也就是說 SF 不是一個永遠固定的數字,而是你量得越準,可以降得越多

對缺乏經驗的人,這是整篇文章裡最實用的一點:把「安全係數該填多少」這個沒把握的問題,換成「我這個數字是算的還是量的」這個有明確答案的問題。


如果只讀四篇

依照上面六類,給一個最小的閱讀順序。

  1. Hilkert (2008) — 方法論的骨架。手冊第三層那條公式鏈的來源,先建立整體框架。
  2. NASA-STD-5017B 的力矩裕度那一節 — 讓 SF 有依據。這是四篇裡最短、最快能用上的。
  3. Ekstrand (2001) — 動力學的基準解。看「理想情況下方程長什麼樣」,之後讀任何耦合、不平衡的論文才有比較基準。
  4. 一篇 LuGre + ADRC 的近期論文(例如上面 Electronics 2023 那篇)— 看摩擦怎麼從一個 15% 的比例,變成一個有六個參數、需要實測辨識的模型。

第三、四類(氣動、馬達漣波)建議等你確定自己的設計屬於哪一種再讀——氣動主導的機載雲台讀第四類,低速高精度的地面雲台讀第五類。兩篇都讀是浪費時間。

讀這批論文的三個實務提醒

沒有實作經驗時,最容易踩的三個坑:

  • 先看有沒有參數表。 很多論文只給方程不給數值,或給的是無因次化的結果。對選型工作來說,沒有具體參數值的論文參考價值有限——你沒辦法拿它驗算自己的數字。翻到模擬章節,看它有沒有列出慣量、摩擦係數、馬達參數的實際數值。
  • 分清「模型論文」與「控制論文」。 標題長得很像,但目的完全不同。模型論文(Ekstrand、Kane 法那類)在問「力矩從哪來」,對選型有用;控制論文(ADRC、滑模那類)在問「力矩不準的時候怎麼補」,對選型幾乎沒用——它預設馬達已經選好了。缺經驗的人很容易讀了一堆控制論文,回頭發現對「該買多大的馬達」還是沒有答案。
  • 看驗證方式。 純模擬 / 半實物模擬 / 實機實測,可信度差很多。特別是摩擦與走線這兩類,純模擬的結果基本上只反映作者填的參數。上面提到的組裝過程那篇之所以值得讀,很大程度就是因為它是從實測反推的。

本文的引用範圍

這篇整理的過程中,多數出版商網站(IEEE、MDPI、Springer、Wiley、AIAA)在本次環境下無法直接取得全文,因此論文的方法與貢獻描述以摘要、公開資訊與檢索結果為準,內文沒有引用我無法直接核對的實驗數值。少數例外是明確標示出處的標準條文數字(NASA-STD-5017B 的 KfKv、ECSS 的 motorization factor),這些請以標準原文為準——引用到設計文件之前,務必自己核對一次版次與條號。

各篇的 DOI 與連結列在下方,方便你透過機構帳號或圖書館取得全文。

怎麼跟我協作

如果你要把上面任何一類的模型實際套進自己的雲台,手上準備這幾個數字會讓討論快很多:

  • 你的設計屬於氣動主導還是慣性/摩擦主導(用手冊第三層的拆解表判斷)
  • 軸承配置、預壓方式,以及走線是走集電環還是直接跨軸
  • 馬達是有槽還是 frameless 無槽
  • 每一項阻力的數字是算出來的還是量出來的(這決定你的 SF 可以壓到多低)

參考文獻

  • Hilkert, J. M. (2008). Inertially Stabilized Platform Technology: Concepts and Principles. IEEE Control Systems Magazine, 28(1), 26–46.
  • Masten, M. K. (2008). Inertially Stabilized Platforms for Optical Imaging Systems. IEEE Control Systems Magazine, 28(1), 47–64.
  • Ekstrand, B. (2001). Equations of Motion for a Two-Axes Gimbal System. IEEE Transactions on Aerospace and Electronic Systems, 37(3), 1083–1091. 連結
  • Abdo, M., Vali, A. R., Toloei, A. R., & Arvan, M. R. (2013). Research on the Cross-Coupling of a Two Axes Gimbal System with Dynamic Unbalance. International Journal of Advanced Robotic Systems. DOI: 10.5772/56963
  • Dynamic Modeling and Coupling Characteristic Analysis of Two-Axis Rate Gyro Seeker (2018). International Journal of Aerospace Engineering, Article 8513684. 連結
  • Huang, Q., et al. (2024). Modeling and Control of a Two-Axis Stabilized Gimbal Based on Kane Method. Sensors, 24(11), 3615. 連結
  • Jia, R., Nandikolla, V. K., Haggart, G., Volk, C., & Tazartes, D. (2017). System Performance of an Inertially Stabilized Gimbal Platform with Friction, Resonance, and Vibration Effects. Journal of Nonlinear Dynamics, 2017, Article 6594861. DOI: 10.1155/2017/6594861
  • Two-Axis Optoelectronic Stabilized Platform Based on Active Disturbance Rejection Controller with LuGre Friction Model (2023). Electronics, 12(5), 1261. DOI: 10.3390/electronics12051261
  • Stabilization of two-axis line-of-sight system using active disturbance rejection control (2025). Multibody System Dynamics. DOI: 10.1007/s11044-025-10110-z
  • Unified Model of Disturbances Acting Upon Gimbal Seeker in Anti-Tank Guided Missile. Journal of Automation, Mobile Robotics and Intelligent Systems. 連結
  • Dynamic simulation and disturbance torque analyzing of motional cable harness based on Kirchhoff rod model (2012). Chinese Journal of Mechanical Engineering, 25(2), 346–354. DOI: 10.3901/CJME.2012.02.346
  • Yu, et al. (2017). A Uniform Method of Mechanical Disturbance Torque Measurement and Reduction for the Seeker Gimbal in the Assembly Process. Mathematical Problems in Engineering, 2017, Article 2179503. DOI: 10.1155/2017/2179503
  • Gordeyev, S., & Jumper, E. J. Aerodynamics of a Generic Optical Turret. Journal of Aircraft. DOI: 10.2514/1.36804
  • Aerodynamic Investigations of UAV Sensor Turrets — A Combined Wind-tunnel and CFD Approach (2021). AIAA SciTech Forum. DOI: 10.2514/6.2021-1535
  • Wind-tunnel and CFD investigations of UAV landing gears and turrets — Improvements in empirical drag estimation (2020). Aerospace Science and Technology. 連結
  • Li, H., Yang, S., & Le, Y. (2023). Torque Ripple Minimization of Low-Speed Gimbal Servo System Using Parameter-Optimized ESO. IEEE Journal of Emerging and Selected Topics in Power Electronics, 11, 2094–2103. 連結
  • Speed Ripple Reduction of Direct-Drive PMSM Servo System at Low-Speed Operation Using Virtual Cogging Torque Control Method (2020). IEEE Transactions on Industrial Electronics.
  • Anti-Disturbance Gimbal Control via Adaptive Proportional-Integral-Resonant Controller and ESO for Control Moment Gyroscope with Vibration Isolator. Actuators, 15(4), 215. 連結
  • NASA-STD-5017B (2022). Design and Development Requirements for Mechanisms. NASA Technical Standard. 連結
  • ECSS-E-ST-33-01C Rev.2 (2019). Space engineering — Mechanisms. 連結
  • Nalbandian, R., Blais, M., & Horth, R. (2014). A Recommended New Approach on Motorization Ratio Calculations of Stepper Motors. 42nd Aerospace Mechanisms Symposium, NASA Goddard Space Flight Center. 連結

上一篇:慣性穩定平台入門手冊。想試算馬達規格?雲台馬達選型計算機。想追蹤系列後續?把 LocalPapa Notes 加入書籤吧。

Dev Log: What the Torque-Analysis Papers Actually Do — Mapping Every Term in the ISP Handbook's Torque Budget Back to Its Literature

This is the twenty-second post in the LocalPapa Notes dev-log series. Post twenty-one was an inertially stabilized platform handbook, and its Layer 3 laid out a complete torque formula chain: from aerodynamic drag to rotational inertia, multiplied by a friction ratio and a safety factor, then divided by Kt to get current. The whole chain can be worked out on paper, or checked against the motor sizing calculator.

But that chain is deliberately flattened. T_friction is handled by a single 15% ratio, Cd is filled in as 0.45, SF as 2.5, and Kt is treated as a constant — and each of those four numbers sits on top of its own research field. The handbook's goal was to let you compute something. This post's goal is to show you who researches each number, what they found, and when you can no longer use the simplified version.

If you've just read the handbook and the concepts click but you have no hands-on experience, this post is that handbook's literature index.

How this literature sorts out

Torque-analysis papers blur together easily — the titles all look like "Modeling and Control of Some Gimbal," while the problems they actually solve differ enormously. Sorting them by which term of the handbook's formula chain they refine clears this up fast:

  • Cluster 1: rigid-body dynamics and cross-axis coupling → refines T_inertia = J·α
  • Cluster 2: friction torque modeling → refines T_friction = 15%
  • Cluster 3: cable harness drag → a term the handbook never listed separately
  • Cluster 4: aerodynamic torque → refines Cd and L_arm inside T_wind
  • Cluster 5: motor-side torque non-idealities → refines T = Kt·I
  • Cluster 6: margin standards → refines SF = 2.5

Cluster 6 is different in kind from the rest: the first five are academic papers, the sixth is aerospace engineering standards. For someone without experience, cluster 6 is arguably the one to read first — because it tells you directly how to derive a safety factor rather than guess at one.


Cluster 1: Rigid-body dynamics — J·α is one term of a much larger equation

The handbook's T_inertia = J·α assumes three things: a single axis, perfect balancing, and a diagonal inertia tensor. What this literature does is remove those assumptions one at a time.

Ekstrand, B. (2001). Equations of Motion for a Two-Axes Gimbal System. IEEE Transactions on Aerospace and Electronic Systems, 37(3), 1083–1091.

This is where the whole line starts, with 100+ citations. It derives the full equations of motion for the yaw–pitch two-axis configuration, but explicitly assumes no mass unbalance and no inertia disturbance. In other words, it gives you the clean-case baseline. Its value isn't in how much it covers — it's that it pins down what the equations look like in the ideal case, which is the reference every later paper measures its deviations against.

Abdo, M., Vali, A. R., Toloei, A. R., & Arvan, M. R. (2013). Research on the Cross-Coupling of a Two Axes Gimbal System with Dynamic Unbalance. International Journal of Advanced Robotic Systems. DOI: 10.5772/56963

This one drops Ekstrand's assumption. It derives the torque relationships from the base body's angular motion and dynamic unbalance, then wires the two axes' stabilization loops together through a cross-coupling unit, validating in MATLAB/Simulink and SimMechanics.

Two key conclusions: coupling affects both the azimuth and elevation channels and impacts system stability; and the higher the base angular rate, the more pronounced the overshoot in gimbal response. The second point matters especially for airborne use — the harder the vehicle maneuvers, the higher the price of coupling, and none of that appears anywhere in the handbook's formula chain.

It's worth distinguishing two kinds of unbalance here. Static unbalance is the center of mass sitting off the rotation axis (what Layer 5 of the handbook covers — balancing fixes it). Dynamic unbalance is a non-diagonal inertia tensor, meaning the payload's principal axes of inertia aren't aligned with the rotation axes. Even with static unbalance driven to zero, dynamic unbalance still produces coupling torque under rotation.

Dynamic Modeling and Coupling Characteristic Analysis of Two-Axis Rate Gyro Seeker (2018). International Journal of Aerospace Engineering, Article 8513684.

Puts cross-coupling, mass imbalance, and disturbance torque into a single model, and identifies the servo motor transfer function in the frequency domain. For anyone building a full model, its value is in demonstrating how modeling connects to parameter identification — equations without parameters are an empty model.

Huang, Q., et al. (2024). Modeling and Control of a Two-Axis Stabilized Gimbal Based on Kane Method. Sensors, 24(11), 3615.

This paper addresses a methodological pain point. Modeling a two-axis gimbal with Newton–Euler requires analyzing constraint forces at the hinges; Lagrange sidesteps constraint forces but requires solving second-order differential equations and is computationally inefficient. It uses the Kane method instead — deriving generalized velocities and partial velocities directly from generalized coordinates, then analyzing generalized active and inertial forces — trading into a simpler model structure that computes faster.

Mapping back to the handbook: Layer 5 already disclosed honestly that "this layer is not in Hilkert's paper." These four papers fill that gap. The practical judgment: if your vehicle's angular rates are low and your payload is well balanced, the single-axis J·α estimate is enough. If the vehicle makes large maneuvers, or the payload is irregularly shaped (principal axes hard to align), the coupling terms can't be ignored, and you need to move toward Ekstrand's or Kane's full model.

Cluster 2: Friction torque — 15% is only a placeholder

The handbook writes friction as "15% of the sum of the first two terms," noting it's an empirical ratio. What this literature does is replace that 15% with an actual model.

The evolution of the models is worth getting straight first, or the papers won't parse:

  • Coulomb + viscous: the simplest static model, friction as a function of velocity alone. Discontinuous at zero crossing, which makes simulations chatter.
  • Dahl (1968): introduces an extra state variable, describing friction in the pre-sliding regime through micro-displacements. Fixes the zero-crossing problem, but has no Stribeck effect.
  • LuGre (Åström and Canudas-de-Wit): extends Dahl by putting the Stribeck effect back in. It can reproduce stick-slip, the pre-sliding hysteresis curve, friction lag in the sliding regime, and the break-away force at the static-to-dynamic transition.

Why do gimbals care so much? Because a gimbal spends most of its time in low-speed micro-motion — stabilization is fundamentally a continuous stream of small counter-corrections, so velocity hovers near zero crossing. And the Stribeck regime (where friction falls as velocity rises, at low speed) sits exactly there. That's also why the linear assumption "friction is a fixed ratio of the total" fails most easily on gimbals specifically.

Jia, R., Nandikolla, V. K., Haggart, G., Volk, C., & Tazartes, D. (2017). System Performance of an Inertially Stabilized Gimbal Platform with Friction, Resonance, and Vibration Effects. Journal of Nonlinear Dynamics, 2017, Article 6594861. DOI: 10.1155/2017/6594861

This one unusually puts friction, structural resonance, and vibration into a single system model, then compares four grades of gyro against overall performance. Its main contribution is really sensor selection — but for torque analysis, the value is in showing these three factors don't simply add independently: mechanical resonance amplifies friction-induced disturbance, and the gyro's noise floor determines whether you can even observe that amplification.

Two-Axis Optoelectronic Stabilized Platform Based on Active Disturbance Rejection Controller with LuGre Friction Model (2023). Electronics, 12(5), 1261. DOI: 10.3390/electronics12051261

Stabilization of two-axis line-of-sight system using active disturbance rejection control (2025). Multibody System Dynamics. DOI: 10.1007/s11044-025-10110-z

These two represent the current mainstream: LuGre for modeling, ADRC for compensation. The latter implements a separate LuGre model for each joint of the platform, which is worth noting — friction parameters are per-axis. The azimuth and elevation axes have different bearing arrangements, different preloads, different cable routing. Using one parameter set for both is wrong.

Unified Model of Disturbances Acting Upon Gimbal Seeker in Anti-Tank Guided Missile. Journal of Automation, Mobile Robotics and Intelligent Systems (JAMRIS).

This paper does something few others do: it links LuGre's Coulomb component to the normal force induced by the missile's lateral acceleration. That is, friction torque isn't a fixed parameter — it varies with maneuvering load. The same holds for airborne gimbals: during high-g maneuvers, bearing normal forces rise, friction torque rises with them, and that is precisely when you most need stabilization performance.

Mapping back to the handbook: 15% is a reasonable starting point for early design, but know its two limits. First, LuGre has six parameters (σ0, σ1, σ2, Fc, Fs, vs) to identify — that's measurement work, not table-lookup work. Second, friction is not a fixed fraction of total load: on a high-speed airborne gimbal where aerodynamics dominate, 15% may be an overestimate; on a low-speed, low-drag ground or indoor application, friction may be the dominant term and 15% badly underestimates it. The test is simple: look at the T_wind share in the handbook's Layer 3 breakdown. If T_wind is under half, friction is a term you have to measure seriously.

Cluster 3: Cable harness drag — the term the handbook never listed separately

The handbook folds cable harness drag into the 15% T_friction. But the central claim of this literature is that cable drag is physically not friction — it's a spring.

Dynamic simulation and disturbance torque analyzing of motional cable harness based on Kirchhoff rod model (2012). Chinese Journal of Mechanical Engineering, 25(2), 346–354. DOI: 10.3901/CJME.2012.02.346

This paper builds a dynamic model of a moving cable harness using Kirchhoff rod theory, accounting for geometric nonlinearity and simulating the internal bending and torsional restoring torques — so that disturbance torque can be predicted at the cable-routing design stage. Validation compares simulation against measurements from a binocular-vision optical measuring instrument.

Why reach for something as heavy as rod theory? Because harness behavior is strongly angle-dependent — the same cable produces very different restoring torque at mid-travel versus at the travel limits, with hysteresis. Approximating it with a constant friction term means mistaking a position-dependent spring for a velocity-dependent damper. The two behave completely differently in a control loop: friction makes trouble near zero crossing (limit cycles, stick-slip), while harness spring torque makes trouble at the travel limits, and the position loop sees it as a sustained load.

Yu, et al. (2017). A Uniform Method of Mechanical Disturbance Torque Measurement and Reduction for the Seeker Gimbal in the Assembly Process. Mathematical Problems in Engineering, 2017, Article 2179503. DOI: 10.1155/2017/2179503

This paper comes at it from a completely different angle — the production line. It establishes a model relating assembly parameters to mechanical disturbance torques, builds a measuring system that directly measures the torque motor's driven torque, then adjusts each disturbance-related assembly parameter with the goal of flattening and minimizing that driven torque.

For someone without experience, this may be the more valuable of the two, because it admits something important: a large share of disturbance torque is assembled in, not designed in. Same drawing, same parts, different assembly technique — and you get different bias and fluctuation in disturbance torque. That explains why measured values so often fail to match the model: the model computes the design value, and what you measured is this particular unit's assembly outcome.

Mapping back to the handbook: if your gimbal has a slip ring, cable drag can usually stay inside the 15%. If the harness crosses the rotation axis directly (common on small gimbals), this term deserves its own estimate — and it must be measured across the full travel, not just at center.

Cluster 4: Aerodynamic torque — where Cd = 0.45 comes from

The handbook's Layer 3 example works out T_wind at 85% of the total — the dominant term by far. Being dominant, its assumptions are the ones most worth checking.

Gordeyev, S., & Jumper, E. J. Aerodynamics of a Generic Optical Turret. Journal of Aircraft. DOI: 10.2514/1.36804

The baseline reference for optical turret aerodynamics, studying the flow around a sidewall-mounted hemisphere-on-cylinder configuration at Mach 0.3–0.5. This line of work is mainly concerned with aero-optics (how flow disturbance degrades imaging), but the flow structure itself is also what determines the forces and moments acting on the turret.

Aerodynamic Investigations of UAV Sensor Turrets — A Combined Wind-tunnel and CFD Approach (2021). AIAA SciTech Forum. DOI: 10.2514/6.2021-1535

This is the most useful one for torque estimation. It runs unsteady RANS on eight realistic EO/IR sensor turret geometries, validated against wind-tunnel drag data.

The key finding: realistic turrets have drag coefficients more than 40% higher than a clean hemisphere-cylinder. The cause is that real turrets have protruding window surfaces and rotational-mechanism edges, and those sharp features drive substantial flow separation; the simulations also show horseshoe and wake vortices. Related work in the same line notes that EO/IR turrets and fixed landing gear are the main reasons UAV parasitic drag runs so much higher than on manned aircraft.

Wind-tunnel and CFD investigations of UAV landing gears and turrets — Improvements in empirical drag estimation (2020). Aerospace Science and Technology.

The same group feeds their CFD and wind-tunnel results back into improved empirical drag estimation formulas — the missing layer between table-lookup and full CFD.

Mapping back to the handbook: this literature offers two corrections, but they are not equally important.

First, Cd may be underestimated. 0.45 is a typical clean-bluff-body value; if your gimbal has a protruding window and exposed rotational seams, the real value may be 40%+ higher. The conservative move is to raise Cd, or to hand that uncertainty to SF (see cluster 6 — that's exactly what the standards do).

Second, and more important: the real error source is probably L_arm, not Cd. The handbook itself computed that L_arm sensitivity far exceeds J sensitivity. And L_arm physically means the distance from the center of pressure to the rotation axis, not from the geometric center — and on a bluff body with separated flow, the center of pressure moves with angle of attack. That is not something a ruler can measure.

So the right move for accuracy isn't to go back and fix Cd — it's to take the hinge moment directly from CFD or the wind tunnel. CFD outputs moment about a specified axis natively; the Cd × A × L_arm decomposition isn't needed at all in between. ½ρv²·Cd·A·L_arm is the estimator for early design when you have no CFD. Once you have CFD results, it should be replaced, not calibrated.


Cluster 5: The motor side — Kt is not a constant

The handbook's Layer 4 converts torque to current with T = Kt · I and warns about the Kt/KV unit trap. But there's a second trap: Kt itself fluctuates with rotor angle.

Li, H., Yang, S., & Le, Y. (2023). Torque Ripple Minimization of Low-Speed Gimbal Servo System Using Parameter-Optimized ESO. IEEE Journal of Emerging and Selected Topics in Power Electronics, 11, 2094–2103.

Targeting the gimbal servo system of a control moment gyro (CMG), it proposes composite control with sliding mode in the speed loop and PI plus feed-forward compensation in the current loop. What's notable in the approach is its use of three independent ESOs, estimating disturbances on the d-axis current, the q-axis current, and the load torque separately — splitting electrical-side disturbance from mechanical-side load disturbance rather than lumping everything into one total disturbance.

Speed Ripple Reduction of Direct-Drive PMSM Servo System at Low-Speed Operation Using Virtual Cogging Torque Control Method (2020). IEEE Transactions on Industrial Electronics.

Straight to the point: at low speed, cogging torque is the main factor degrading drive performance, and can even induce speed oscillation. Cogging torque comes from stator slotting and is periodic in rotor position; add non-ideal back-EMF waveforms, current measurement error, and phase imbalance, and together they give you periodic torque ripple.

Anti-Disturbance Gimbal Control via Adaptive Proportional-Integral-Resonant Controller and ESO for Control Moment Gyroscope with Vibration Isolator. Actuators, 15(4), 215.

Uses a PIR (proportional-integral-resonant) controller aimed at periodic disturbance at specific frequencies — a natural fit for torque ripple, since ripple frequency is a known multiple of shaft speed and a resonant controller can put high gain exactly there.

Mapping back to the handbook: treating Kt as constant is correct at the sizing stage — you're asking whether the motor's average torque suffices, and ripple barely affects the average. But the assumption fails at the performance verification stage: ripple gets filtered out by rotational inertia at high speed, but at low-speed micro-motion it turns directly into LOS jitter. This is why post twenty emphasized that gimbals almost always use slotless frameless direct-drive motors — not for torque density, but to eliminate cogging at the source. Put another way: if you use a slotted motor, this literature is something you will come back to. If you picked slotless frameless from the start, your component choice already routed around the entire problem.

Cluster 6: Margin — how to actually derive SF = 2.5 (read this first if you lack experience)

The first five clusters are academic papers. This one is engineering standards. The problem they solve: what should that SF = 2.5 in the handbook actually be, and on what basis.

NASA-STD-5017B (2022). Design and Development Requirements for Mechanisms.

This standard defines torque margin as an equation:

torque margin = T_avail / (Σ Kf·Tf + Σ Kv·Tv) − 1

T_avail is the minimum torque the mechanism can generate under worst-case environmental conditions. The key feature of the denominator is that it splits resistance into two classes, each with its own factor:

  • Tf: resistances relatively well determined in direction and magnitude (friction and similar)
  • Tv: resistances with high variability and less certainty

And the size of the factor depends on how you obtained the number:

  • Obtained via theory or analysis: Kf = 1.5, Kv = 3.0
  • Obtained via test of flight-like hardware: Kf = 1.25, Kv = 2.0

When test-verified, an operating margin of ≥ 1.0 is required — meaning available torque must be at least twice the weighted resistance.

ECSS-E-ST-33-01C Rev.2 (2019). Space engineering — Mechanisms.

The European counterpart, similar in logic but different in wording: each resistive contributor is first multiplied by its own uncertainty factor, and the total is then multiplied by a motorization factor ≥ 2.0. Likewise, the uncertainty factors are tied to how well verified the number is — for bearing and harness resistive torques, for example, the factor can drop from 3 to 1.5 once measured under thermal-vacuum conditions.

Nalbandian, R., Blais, M., & Horth, R. (2014). A Recommended New Approach on Motorization Ratio Calculations of Stepper Motors. 42nd Aerospace Mechanisms Symposium, NASA Goddard.

Compares how NASA, ESA, and AIAA each compute margin on electrically driven drives, and proposes a correction for stepper motor behavior under low duty cycles. Even if you don't use steppers, the three-way comparison alone is worth reading — it shows that "margin" has no single right answer, just different ways of apportioning uncertainty.

Mapping back to the handbook: the handbook collects every unmodeled uncertainty into one SF = 2.5. The standards split that into two layers.
  1. Per-term weighting: each resistive term gets its own uncertainty factor, sized by whether that number was computed or measured.
  2. Overall margin: the weighted total is then multiplied by a motorization margin of roughly 2.

This gives SF two things the handbook doesn't. First, a defensible provenance — you don't guess 2.5, you derive it from a standard, and the derivation is something you can walk someone through. Second, and more useful: a path to bringing SF down. The standards say it outright — for the same resistive term, the factor is 1.5 or 3.0 when analyzed, and 1.25 or 2.0 when measured. So SF isn't a permanently fixed number: the better you measure, the more you can lower it.

For someone without experience, this is the single most useful point in this post: it converts "what safety factor should I use," a question you have no basis to answer, into "was this number computed or measured," a question with a definite answer.


If you only read four

Following the six clusters above, here's a minimal reading order.

  1. Hilkert (2008) — the methodological skeleton. The source of the handbook's Layer 3 formula chain; establish the overall frame first.
  2. The torque margin section of NASA-STD-5017B — gives SF a basis. Shortest of the four and the fastest to put to use.
  3. Ekstrand (2001) — the dynamics baseline. See what the equations look like in the ideal case, so that any later coupling or unbalance paper has something to be compared against.
  4. A recent LuGre + ADRC paper (the Electronics 2023 one above, for instance) — see friction go from a 15% ratio to a six-parameter model requiring measured identification.

Save clusters 4 and 5 (aerodynamics, motor ripple) until you know which kind of design you have. Airborne, aerodynamics-dominated gimbal: read cluster 4. Low-speed high-precision ground gimbal: read cluster 5. Reading both is a waste of time.

Three practical notes on reading this literature

The three traps that catch people without hands-on experience:

  • Check for a parameter table first. Many papers give equations but no numbers, or report non-dimensionalized results. For sizing work, a paper without concrete parameter values has limited value — you can't check your own numbers against it. Skip to the simulation section and see whether it lists actual values for inertia, friction coefficients, and motor parameters.
  • Separate "modeling papers" from "control papers." The titles look alike, but the purposes are opposite. Modeling papers (Ekstrand, the Kane method work) ask where torque comes from — useful for sizing. Control papers (ADRC, sliding mode) ask how to compensate when the torque isn't right — nearly useless for sizing, because they assume the motor is already chosen. It's easy to read a stack of control papers and realize afterward you still have no answer on how big a motor to buy.
  • Look at the verification method. Pure simulation, hardware-in-the-loop, and real hardware measurement differ enormously in credibility. This matters especially for friction and cable harness: pure simulation results largely just reflect the parameters the author typed in. The assembly-process paper mentioned above is worth reading in large part because it works backward from real measurements.

Scope of the citations in this post

While compiling this, most publisher sites (IEEE, MDPI, Springer, Wiley, AIAA) were not directly reachable for full text in this environment. So descriptions of each paper's method and contribution are based on abstracts, public information, and search results, and I have not quoted experimental values I couldn't verify directly. The one set of exceptions is the explicitly attributed standard figures (NASA-STD-5017B's Kf/Kv, the ECSS motorization factor) — treat the standards' own text as authoritative, and verify the revision and clause numbers yourself before citing them in a design document.

DOIs and links for every entry are listed below so you can pull the full text through an institutional account or library.

How to work through this with me

If you want to apply any of these models to your own gimbal, having these numbers ready makes the conversation much faster:

  • Whether your design is aerodynamics-dominated or inertia/friction-dominated (use the Layer 3 breakdown table in the handbook to decide)
  • Bearing arrangement, preload method, and whether cables route through a slip ring or cross the axis directly
  • Whether the motor is slotted or slotless frameless
  • For each resistive term, whether the number was computed or measured (this determines how far SF can come down)

References

  • Hilkert, J. M. (2008). Inertially Stabilized Platform Technology: Concepts and Principles. IEEE Control Systems Magazine, 28(1), 26–46.
  • Masten, M. K. (2008). Inertially Stabilized Platforms for Optical Imaging Systems. IEEE Control Systems Magazine, 28(1), 47–64.
  • Ekstrand, B. (2001). Equations of Motion for a Two-Axes Gimbal System. IEEE Transactions on Aerospace and Electronic Systems, 37(3), 1083–1091. Link
  • Abdo, M., Vali, A. R., Toloei, A. R., & Arvan, M. R. (2013). Research on the Cross-Coupling of a Two Axes Gimbal System with Dynamic Unbalance. International Journal of Advanced Robotic Systems. DOI: 10.5772/56963
  • Dynamic Modeling and Coupling Characteristic Analysis of Two-Axis Rate Gyro Seeker (2018). International Journal of Aerospace Engineering, Article 8513684. Link
  • Huang, Q., et al. (2024). Modeling and Control of a Two-Axis Stabilized Gimbal Based on Kane Method. Sensors, 24(11), 3615. Link
  • Jia, R., Nandikolla, V. K., Haggart, G., Volk, C., & Tazartes, D. (2017). System Performance of an Inertially Stabilized Gimbal Platform with Friction, Resonance, and Vibration Effects. Journal of Nonlinear Dynamics, 2017, Article 6594861. DOI: 10.1155/2017/6594861
  • Two-Axis Optoelectronic Stabilized Platform Based on Active Disturbance Rejection Controller with LuGre Friction Model (2023). Electronics, 12(5), 1261. DOI: 10.3390/electronics12051261
  • Stabilization of two-axis line-of-sight system using active disturbance rejection control (2025). Multibody System Dynamics. DOI: 10.1007/s11044-025-10110-z
  • Unified Model of Disturbances Acting Upon Gimbal Seeker in Anti-Tank Guided Missile. Journal of Automation, Mobile Robotics and Intelligent Systems. Link
  • Dynamic simulation and disturbance torque analyzing of motional cable harness based on Kirchhoff rod model (2012). Chinese Journal of Mechanical Engineering, 25(2), 346–354. DOI: 10.3901/CJME.2012.02.346
  • Yu, et al. (2017). A Uniform Method of Mechanical Disturbance Torque Measurement and Reduction for the Seeker Gimbal in the Assembly Process. Mathematical Problems in Engineering, 2017, Article 2179503. DOI: 10.1155/2017/2179503
  • Gordeyev, S., & Jumper, E. J. Aerodynamics of a Generic Optical Turret. Journal of Aircraft. DOI: 10.2514/1.36804
  • Aerodynamic Investigations of UAV Sensor Turrets — A Combined Wind-tunnel and CFD Approach (2021). AIAA SciTech Forum. DOI: 10.2514/6.2021-1535
  • Wind-tunnel and CFD investigations of UAV landing gears and turrets — Improvements in empirical drag estimation (2020). Aerospace Science and Technology. Link
  • Li, H., Yang, S., & Le, Y. (2023). Torque Ripple Minimization of Low-Speed Gimbal Servo System Using Parameter-Optimized ESO. IEEE Journal of Emerging and Selected Topics in Power Electronics, 11, 2094–2103. Link
  • Speed Ripple Reduction of Direct-Drive PMSM Servo System at Low-Speed Operation Using Virtual Cogging Torque Control Method (2020). IEEE Transactions on Industrial Electronics.
  • Anti-Disturbance Gimbal Control via Adaptive Proportional-Integral-Resonant Controller and ESO for Control Moment Gyroscope with Vibration Isolator. Actuators, 15(4), 215. Link
  • NASA-STD-5017B (2022). Design and Development Requirements for Mechanisms. NASA Technical Standard. Link
  • ECSS-E-ST-33-01C Rev.2 (2019). Space engineering — Mechanisms. Link
  • Nalbandian, R., Blais, M., & Horth, R. (2014). A Recommended New Approach on Motorization Ratio Calculations of Stepper Motors. 42nd Aerospace Mechanisms Symposium, NASA Goddard Space Flight Center. Link

Previous post: An Inertially Stabilized Platform Handbook. Want to size a motor? Gimbal Motor Sizing Calculator. Want to follow the series? Bookmark LocalPapa Notes.

探索 61 個隱私優先的瀏覽器工具
全程本地運算、檔案不上傳。
前往 LocalPapa →
Explore 61 privacy-first browser tools
Everything runs locally — your files never leave your device.
Visit LocalPapa →

想看英文版?點右上角 EN 切換語言。

Prefer Chinese? Tap at the top-right to switch.