Stabilization control of the inverted pendulum on a self-balancing cart

Authors

DOI:

https://doi.org/10.5902/2179460X92185

Keywords:

Inverted pendulum, Self-balancing cart, LQR controller, Nonlinear control systems, Dynamic stabilization

Abstract

The inverted pendulum is one of the most challenging systems in control theory, serving as a key model for real-world applications that require dynamic balance, such as biped robots, autonomous vehicles, and aerospace systems. Its highly nonlinear, unstable, and underactuated nature poses significant challenges, demanding advanced control strategies. This study adopts the inverted pendulum system on a self-balancing cart as the object of analysis, conducting a dynamic study based on Lagrangian mechanics to derive the equations of motion, which are later reformulated into state-space form. For the stabilization phase, the Linear Quadratic Regulator (LQR) is employed, offering advantages such as full-state feedback, minimal control effort, fast settling time, and smooth system response, characteristics obtained through the minimization of a cost function assigned to each state and control variable. This work proposes an effective methodology for modeling, linearization, and control of nonlinear dynamic systems, applied to an inverted pendulum mounted on a self-balancing cart, aimed at applications in autonomous systems, robotics, electrical engineering, mechanical engineering, and aerospace engineering.

Downloads

Download data is not yet available.

Author Biographies

André Francisco Caldeira, Universidade Federal de Santa Maria

PhD in Electrical Engineering, Professor of the Electrical Engineering course, Universidade Federal de Santa Maria - Cachoeira do Sul

Pedro Henrique Cascardo Cabral, Universidade Federal de Santa Maria

Undergraduate student in Electrical Engineering course, Universidade Federal de Santa Maria - Cachoeira do Sul

Charles Rech, Universidade Federal de Santa Maria

PhD in Mechanical Engineering, Professor of the Mechanical Engineering course, Universidade Federal de Santa Maria - Cachoeira do Sul.

Simone Ferigolo Venturini, Universidade Federal de Santa Maria

MSc in Mechanical Engineering, PhD student in the postgraduate program in production engineering PPGEP-UFSM, Santa Maria, RS.

Cristiano Frandalozo Maidana, Universidade Federal de Santa Maria

PhD in Mechanical Engineering, Professor of the Mechanical Engineering course, Universidade Federal de Santa Maria - Cachoeira do Sul

Carmen Brum Rosa, Universidade Federal de Santa Maria

PhD in Electrical Engineering, Professor in the Posgraduate Program in Production Engineering (PPGEP), Universidade Federal de Santa Maria - Santa Maria

References

Alves, G. O. (2017). Mecânica lagrangiana e hamiltoniana. Self-published. Retrieved fromhttps://github.com/gabrielocalves/mecanica-lagrangiana.

Anderson, B. D. O. & Moore, J. B. (1989). Optimal control: Linear quadratic methods. Prentice Hall, Englewood Cliffs, NJ.

Bugeja, M. (2003). Non-linear swing-up and stabilizing control of an inverted pendulum system. In The IEEE Region 8 EUROCON 2003. Computer as a Tool, volume 2, pages 437–441, Antalya, Turkey.

Nise, N. S. (2013).Engenharia de sistemas de controle. LTC, Rio de Janeiro, RJ, 6 edition.Translation and technical review by J. P. Matsuura.

Ogata, K. (2011). Engenharia de controle moderno. Pearson Prentice Hall, Upper Saddle River, NJ, 5 edition. Translation by H. C. de Souza & E. A. Tannur.

Santos, T. F. S. (2022). Estudo de técnicas de controle aplicadas ao problema de estabilização de um pêndulo invertido. Bachelor’s thesis, Universidade Tecnológica Federal do Paraná.

Stimac, A. K. (1999). Standup and stabilization of the inverted pendulum. Doctoral dissertation, Massachusetts Institute of Technology.

Taylor, J. R. (2005).Classical mechanics. University Science Books, Sausalito, CA.

Downloads

Published

2025-11-19

How to Cite

Caldeira, A. F., Cabral, P. H. . C., Rech, C., Venturini, S. F., Maidana, C. F., & Rosa, C. B. (2025). Stabilization control of the inverted pendulum on a self-balancing cart. Ciência E Natura, 47(esp. 4), e92185. https://doi.org/10.5902/2179460X92185

Issue

Section

III Feira de Ciências, Tecnologia e Inovação da UFSM-CS

Most read articles by the same author(s)

1 2 > >>