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Transactions of the Institute of Measurement and Control 29, 2 (2007) pp. 117135
The development of chassis control schemes has been a major area of study for automotive
control engineers over the past 30 years. The volume of published literature is large, exceeding
1000 papers. Of this literature, there are 250 examining yaw and sideslip control. Here is a
comprehensive review of this field of study to identify the current state of the art and research
in yaw rate and sideslip control. The survey shows that there is still a significant research effort
needed to address the subjective performance of handling systems, and more research is
needed to develop schemes that integrate systems to achieve high-level performance objectives.
Key words: braking; driveline; integration; sideslip; steering; suspension; yaw rate.
Nomenclature
0s
s
m
Kc
rd
r
Nm
g
V
f
r
Address for correspondence: W.J. Manning, Faculty of Science and Engineering, Department of
Engineering and Technology, John Dalton Building, Manchester Metropolitan University,
Manchester M1 5GD, UK. E-mail: W.Manning@mmu.ac.uk
Figure 2 appears in colour online: http://tim.sagepub.com
10.1177/0142331207072989
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118
Predictable
Conventional
Consistent
Controllable
Stable
Steering
Yaw rate
High level
criteria
Vehicle
motion
objectives
Sideslip
Braking
Forward speed
Driveline
Suspension
Ride
Ride
Affective
Criteria
Systems
K1, K2, K3
Fn
m
FB
Fn
1. Introduction
This study reviews a selection of 68 papers from around 250 in the field of lateral
handling control. The 68 papers have been selected because they have validated their
approach, offered opportunity for further work and, in some cases, gave a practical
edge in a largely theoretical field.
Taxonomy of the field of study is challenging. Mapping the active vehicle
systems to the objective control criteria is challenging, but more difficult is mapping
these control objectives to the more subjective criteria. Figure 1 shows the flow from
high-level criteria to the systems for controlling vehicle motion. While criteria such
as stable and controllable can be expressed in very objective terms, whether its yaw
rate or sideslip, other criteria such as predictable and affective are much more
subjective.
The lack of published work that maps the high-level criteria to vehicle motion
objectives simplifies taxonomy to either that of systems or control objectives.
By focusing on the control objectives, this review maintains a top-down analysis of
the control approaches. The review focuses on work done with three control objectives:
yaw rate control
sideslip control
combined yaw and sideslip control.
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119
There are other control lateral objectives but these three are chosen as they exemplify
vehicle lateral handling. The yaw rate control objective is primarily concerned with
improving steering feel. Most studies employ a yaw rate tracking approach, where the
target yaw rate is usually generated from a first-order lag on the steering input.
Sideslip control relates more to the vehicle stability and is important near the limit of
vehicle handling. The combined approach is usually employed with two systems, eg,
braking and steering, and should offer the benefits of improved handling feel as well
as increased stability near the limit.
2.1
The retention of stability under severe manoeuvres has been studied extensively.
Kramer and Hackl (1996) from Bosch gives a good overview of yaw control by Active
Front Steering (AFS). The underlying principle of this study is that the resultant steer
angle may be expressed as
0s s m
where 0s is the total steer angle, s is the driver input steer angle and m is the
additional active steer angle.
In practice, the additional steer angle m is actuated through a motor that drives the
ring gear of a planetary gear connected in line with the steering column (Figure 2). This
is the basis of recent commercial systems from Bosch and Continental. Feedforward and
feedback control approaches are suggested for yaw control under steering manoeuvres,
and an additional control approach is presented for lateral stability under braking on
split-m surfaces. The feedforward control scheme (Figure 3) has the effect of transiently
increasing the resultant steer angle, 0s , and tends to reduce the time lag between steer
angle input and vehicle reaction, eg, yaw rate or lateral acceleration. The yaw rate
following scheme (Figure 4) uses a simple two-degree-of-freedom (2dof) model to
generate an ideal yaw rate, which is then fed through a first-order lag to generate
the demand yaw rate. The controller is then a simple proportional gain, ie,
m Kc rd r
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120
Planetary
Gearbox
Motor
d
dt
TL
dm
+ + d s
ds
Yaw rate
lateral
acceleration
Vehicle
ds
wd
demand
yaw rate
Reference
model
d s
yaw rate, w
Vehicle
+
dm
Controller
Under a severe lane change, both systems are an improvement on the uncontrolled
vehicle, but the feedback control scheme requires less driver control effort and
maintains good adequate sideslip behaviour on icy surfaces. Yaw stability compensation (Figure 5) involves intervention under limiting conditions and thus it can be
viewed as additional to controllers (i) and (ii). The idea is that the control system
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ds
d s
121
Vehicle
+
dm
Controller
Braking-based stability
control programme
e.g. DYC, ESP
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Feed
forward
controller
ds
uff
rdes
Reference
model
Feedback
controller
ufb
Vehicle
The feedforward part is a Variable Gain Steering (VGS) ratio, scheduled with speed.
Two strategies are proposed for feedback control: the conventional approach in
Figure 4 and a D* strategy where the lateral acceleration and yaw-speed component of
lateral acceleration are feedback under separate gains. Experimental results show that
the yaw rate feedback attenuates the yaw response best; however, the D* feedback
does reduce the lag in the system and does improve the path following on
low-m surfaces.
The feedforwardfeedback tracking control in Figure 6 is more common in other
yaw rate stability studies that use braking, driveline and suspension systems.
Matsumoto et al. (1992) describes Nissans early work on Brake Force Distribution
(BFD) control and validates their approach with some experimental results. There
have been various other papers that corroborate this work. There is significant detail
on how the systems are implemented on the BMW direct stability control systems
(Donges, 1996; Leffler, 1996; Leffler et al., 1998a,b; Straub, 1996). While there are clear
advantages of using braking for yaw control, it should be made clear that longitudinal
performance is compromised due to the braking action. If the aim of the controller is
to expand the envelope in which the vehicle handles with good feel and stability, then
braking systems will cause problems. If safety and stability are the only objectives
then braking systems are best; however, they are usually used in this capacity to
bound sideslip and not for following yaw rate.
Other papers have used the feedforwardfeedback control principle but with
different actuators. Naito et al. (1992) present a front/rear four-wheel drive (4WD)
torque split mechanism for improving cornering performance. This Electronic Torque
Split (E-TS) system developed by Nissan features in the companys Skyline vehicle.
When a vehicle accelerates, load is transferred from the front wheel to the rear wheels.
This decrease in load and increase in tractive force reduces cornering forces, hence
promoting understeer. By increasing torque at the rear wheels (promoting oversteer),
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123
2.2
Work on VGS has been proposed as the gain of the yaw rate response varies
significantly with speed. Millsap and Law (1996) describe an early system developed
by Delphi. They concentrate on on-centre handling performance and use two
particular measures, which previous work (based on passive steering systems) has
shown to be important: steering sensitivity at 0.1 g lateral acceleration and steering
wheel torque gradient at 0 g. Steering sensitivity is a measure of how much the vehicle
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124
100
180
responds to a steer angle input. The authors claim that a desirable characteristic of
steering sensitivity versus speed is that shown in Figure 7. Typical values of torque
gradient should be in the range 1825 Nm/g. They studied the performance of their
Variable Ratio Electric Steering system (VRES) using a detailed model of the steering
system with a 3dof model. The outcome was that the VRES offered the opportunity of
overcoming the compromise in passive systems between steering sensitivity and
torque gradient throughout the speed range. The authors recognized that the
performance measures on which they based their work are quasi-steady-state
measurements, whereas steering feel is also strongly influenced by the transient
phase involving a phase lag between steering input and vehicle response.
A later study by Abe et al. (2000) measured the performance of a prototype VGS
system against optimum response parameters (Figure 8), collated in an earlier study
by Weir and Di Marco (1978). The results showed that too much change in steering
gain pushes the yaw response outside the optimum bounds. However, there is no
account for the subjective nature of drivers in this study. Akita et al. (2000) describe the
Aisin Seiki system, which they installed and tested on a prototype vehicle. From
measured handling results with a range of drivers both professional and
inexperienced they claimed to confirm user benefits of improved vehicle stability
and reduced workload. They also carried out some interesting failure mode
experiments by setting the system to fail by reverting to a fixed ratio suddenly
during a manoeuvre. However, it is not clear that these results, relating to measured
deviations from some prescribed path, generalize to other manoeuvres. Kojo et al.
(2002) describe the practical implementation of a Toyota VGS system. Driving
simulator and field tests show there are different optimal steering ratios for
disturbance rejection and course tracking. The authors use the VGS to add some
derivative steer (Figure 3) and show that less corrective steer is needed by the driver to
reject disturbances.
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125
0.5
Yaw rate
gain
(1/s)
0.3
0.2
0.1
0.0
0.0
0.1
0.2
0.3
Time constant (s)
0.4
0.5
There are a number of other studies that examine how active steering wheel torque
control affects the vehicle handling. McCann (2000) presents some simulations of a
Delphi torque feedback concept, where the steering wheel torque is a function of the
driver input torque and some lead compensated yaw rate feedback. Takehara and
Sakamoto (2002) have studied a Mazda prototype that tracks yaw rate by Hinf control
of an Electronic Power Assisted Steering (EPAS) system. These studies do not address
the human factor issues of intervening directly and noticeably in the drivers demand.
2.3
Yaw rate tracking algorithms have been used to improve stability near the limit and
handling feel during normal driving. However, a recurrent problem throughout the
literature is that this distinction is commonly either muddled or blurred. It is fair to
observe that whereas the retention of stability is a clear performance objective, it is
much less clear what constitutes a performance improvement under normal driving
conditions. Inevitably, this latter goal involves a strong element of subjective
assessment and interpretation.
The studies of yaw rate stability are dominated by the use of model reference
feedback control of yaw rate. Here the controller attempts to push the non-linear
behaviour towards a linear bicycle model response. As the vehicle behaviour
approaches limiting conditions, the actuation power needed to reduce the tracking
error becomes larger and beyond the bounds of active steering, active wheel load
control and active driveline. Active braking systems offer the most power for
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126
generating corrective yaw moments, but these systems are not without their own
problems. Braking achieves the required yaw response at the expense of the
longitudinal acceleration demand. For steerability, this is counter-productive.
It is interesting that feedback control only is the norm in active steering studies
while a combination of feedforward and feedback is used in most braking, driveline
and wheel-load studies. One would expect the phase advance characteristics of a
feedforwardfeedback strategy to be beneficial regardless of the system. Indeed, the
one piece of work that stands out is by Segawa et al. (2000), who clearly demonstrates
the benefit of a feedforwardfeedback strategy. This work also includes a variable gain
steer algorithm that would be useful for linear handling feel studies. The drawback of
the study is the requirement of a steer-by-wire capability. However, this idealized
work is an excellent benchmark on which to develop steering systems that use active
planetary gear sets.
The linear handling studies rely less on actuation power and more on understanding the drivers subjective view of handling feel. While desirable characteristics for
lateral acceleration response and yaw rate response to steer angle have been found in
separate studies, the complete dynamic response, including transient phases of yaw
rate and lateral acceleration, at different speeds are not clear from the research.
Further experiments like those carried out by Crolla et al. (1998) are required to
correlate the subjective handling feel with objective measures of vehicle handling.
3. Sideslip stability
Early studies on sideslip minimization were dominated by linear feedforward control
of ARS systems (Senger and Schwartz, 1987; Whitehead, 1998, 1990; Xia and Law,
1990). Figure 9 shows the basic concept. The control algorithm is calculated by solving
the 2dof bicycle model equations for zero sideslip at steady state.
Some practical applications of this work are given in Sato et al. (1991, 1992),
Kawakami et al. (1992) and Tanaka et al. (1992) describing the production system used
on Toyotas 91 Soarer. The control principle follows that in Figure 9, however, the
algorithm to represent the control is modified to Equation (3):
r K1 V f K2 _f , V K3 V r
ds
df
df = K1 ds + K2r
r
Vehicle
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127
The steer gain is scheduled with velocity to overcome the actuator lag. Many of these
early studies examined the performance of the vehicle in the linear range of handling.
However, sideslip stability is more critical near the limit. Shibahata et al. (1992)
presented a non-linear analysis of the steady-state performance of Direct Yaw-moment
Control (DYC) systems, which they termed the beta-method. The beta-method gives
an indication of stabilizing yaw moment and stability margin for different sideslip
angles and front steer angles, Figure 10. This method allowed the evaluation of a
feedforward DYC control (Shimada and Shibihata, 1994). The DYC algorithm
decouples the roll motion from the lateral dynamics. It is actuated by three different
methods: differential braking left to right, RMD control and active rear wheel steering.
The conclusions of this study summarize where these three systems have an effect on
vehicle handling:
(1) Leftright differential braking can control sideslip over a full range of vehicle
motions;
(2) RMD is only effective for when the lateral acceleration is 44 m/s2;
(3) ARS is effective at only small sideslip angles, and near the limit reduces available
yaw moment to control the vehicle.
The Honda Active Torque Transfer System (ATTS), described by Kuriki and Shibihata
(1998), is used to implement DYC control on the front wheel drive Honda Prelude Type
SH. Results show improved handling performance during combined cornering and
acceleration/deceleration and improved stability. Torque steer in front wheel drive
vehicles is also reduced by ATTS leading to a reduction in steering effort. An additional
benefit is a reduction in tyre side force, which will reduce tyre wear during cornering.
These conclusions are true for steady-state behaviour only. The beta-method
assumes there are no dynamics in the jump from one vehicle state to another.
To increase the fidelity of the analysis, researchers suggested the beta-phase plane
analysis (Inagaki et al., 1994), where the rate of sideslip angle is plotted against the
d = 4
d = 3
Yaw
moment
(KNm)
d = +2
10
b ()
d = +4
4
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b (/s)
Unstable
Unstable
Control
boundaries
Stable
b ()
sideslip angle (Figure 11). Analysis of these plots gives much more information on the
dynamic response, such as sideslip damping and natural frequency. In addition,
the beta-phase plane is further used for feedback control that ensures the sideslip
behaviour stays within defined bounds.
The phase plane tool can be used to determine the necessary control action for a
given sideslip and sideslip rate. This is done by measuring how far the state is from
the stable region and scaling the control action accordingly; the control action is then
mapped to an appropriate brake action. Yasui et al. (1996a,b) shows some
experimental results of this approach on a prototype Aisin Seiki system that uses
active braking.
Several researchers are now studying the effect of integrating several vehicle
controller subsystems for sideslip control. For example, Smakman (2000) compares the
performance of a braking intervention system and an integrated braking and wheel
load control system for lateral vehicle motion control. This work shows that braking
intervention has the most significant effect on the lateral dynamics of the vehicle,
though it is invasive to driving demands. In comparison, wheel load control has little
effect on the longitudinal dynamics but cannot generate the high moments required.
The integrated approach splits the yaw moment demand from the DYC into separate
demands for the brake controller and the wheel load controller. The co-ordination
block applies wheel load control until it reaches saturation and then applies brake
intervention. The work in the paper also examines the effect of different loads at
different lateral accelerations, and shows that until the lateral acceleration is greater
than 0.3 g, the effect of wheel load variation is minimal. Konik et al. (2000) reports that
the frequency their drivers reach 0.3 g and beyond is no more than 67% of all lateral
manoeuvres.
A previous study by Alleyne (1997) shows that a performance enhancement of
59% can be seen in longitudinal deceleration with an integrated Anti-lock Braking
System (ABS) and active suspension system. However, it is questionable as to whether
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129
both these works go far enough in exploiting the interaction between braking and
suspension systems. Selby et al. (2002) and He et al. (2004) examined the integration of
active braking/driveline systems with an AFS system to delay the onset of braking.
In both cases, it was clear that the integrated approach delayed intervention in the
longitudinal dynamics significantly.
There is a body of work motivated towards robust control to allow for non-linearities,
mismodelling and parameter variations. Abe et al. (1999, 2000a,b, 2001) and
Furukawa and Abe (1996) used sliding mode control to track a desired sideslip
response. As the desire for increased robustness increases, the controller requirements
increase also. In particular, there becomes a strong need to estimate vehicle sideslip
angle. These studies estimate the vehicle sideslip angle by estimating the rate of
change of lateral velocity and from a tyre model. By integrating this and monitoring
the vehicle speed through wheel speed sensors, the estimation is more robust.
3.1
The large number of studies on sideslip control using ARS resulted in little uptake in
production vehicles. The benefits of ARS on stability and safety are just not significant
when compared with braking. For stability and safety, the invasive braking is not an
issue. The large amount of production vehicles with active safety via DYC with
braking is testament to its ability. There are arguments that brake-based stability
controllers intervene too early in the longitudinal dynamics of the vehicle. Work
carried out by Selby (2003) and He (2005) have shown that an integrated approach can
delay the onset of braking.
A number of non-linear control concepts for sideslip stability have been examined.
To be commercially viable, these systems require an estimate of sideslip to operate.
There is little in the literature explaining how sideslip is estimated in commercial
systems. In the theoretical literature, there are three approaches:
integration of the lateral acceleration measurement
on-board tyre model
a combination of integration and tyre model.
Integrating the lateral acceleration measurement is prone to drift and the on-board
tyre model would rely on an accurate measure of the road surface coefficient of
friction. The work in Abe et al. (2001) and Furukawa and Abe (1996) on combining
integration and the on-board tyre model gives the most likely approach to obtaining a
reliable and accurate measurement.
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uff
FF
ds
bdes
rdes
REF
ufb
FB
VEH
b
r
one actuator is dealt with using Hinf control. The first process is to shape the vehicle
yawsideslip response to first-order dynamics. Following this, the sideslip is
controlled using the convention zero-sideslip law. Mammar and Baghdassarian
(2000) and Mammar and Koenig (2002) present a comprehensive theoretical study on
this work on AFS. Some experimental studies are presented by Hirano and Fukutami
(1996) on a Toyota vehicle. Yoshioka et al. (1998, 1999) have adopted two sliding
surfaces, where the target yaw rate is calculated from the output of a sideslip sliding
surface.
Integrated control of two or more actuators for combined yaw and sideslip control
has been applied with both linear and non-linear control strategies. Nagai et al. (1996,
1997, 1998, 2002) present the control concept in Figure 12. The feedforward control
calculates the actuator demands from an inverse model; the feedback control is a state
feedback gain that can be calculated using Linear Quadratic Regulator (LQR), Linear
Quadratic Gaussian (LQG) or Hinf schemes. The aim is similar to earlier works of
Ackermann (1997), to decouple the disturbance rejection and steering tasks. Here,
though, there is active control of the braking and front steering, Kleine and Van
Niekerk (1998) follows a similar approach using 4-wheel steering (4WS) with both
AFS and rear wheel steering.
Smakman (2000) adopts an integrated approach that uses internal model control
for yaw rate tracking and the phase-plane approach for sideslip stability. The
integration strategy is heuristic and involves a gradual shift of authority between
wheel-load control and brake control. Selby (2003), He (2005) and Cooper et al.
(2004) adopt a similar approach for brakingsteering control, drivelinesteering and
drivelinewheel load control. In all cases, the integrated strategy performs better
than the combined stand-alone controllers. These studies were carried out in
simulation, with idealized actuators and assumptions on the availability and
accuracy of measurements such as sideslip and longitudinal speed. It is not clear if
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131
the model-based control algorithms used in these studies will perform satisfactorily
on a real vehicle.
The best practical application of the studies on sideslip and yaw rate control is by
Van Zanten et al. (1995, 1996, 1998) and Van Zanten (2000). They adopt the strategy in
Figure 12 and realize it through ABS and Traction Control Systems (TCS). However,
the key importance is in the observation of sideslip angle and estimation of the road
surface coefficient of friction. The sideslip angle is observed through solving the
lateral dynamics and applying it to a Kalman Filter. The coefficient of friction is found
by calculating the longitudinal and lateral forces from slip estimates, and by using the
relationship below.
q
Fn m FB2 FS2
This estimation of m is used in the reference model to ensure the desired yaw rate is
not too large.
4.1
Critical view of combined yaw rate following and sideslip stability studies
There is a concern that as the number of control objectives increases, and the number of
systems increases, then the bottom-up integration approach will be more difficult to
design and predict. Manning et al. (2002) and Gordon et al. (2003) have both proposed
methodologies for integrating any number of vehicle systems. It is of the view that
approaches like these offer better solutions in the long-term for system integration.
The real value from the experimental work is the detail on the practical
implementation of the Bosch Electronic Stability Program (ESP) (Van Zanten, 2000;
Van Zanten et al., 1995, 1996, 1998), particularly in understanding the control and
details on sideslip and m-estimation. However, there is no indication as to (1) the
accuracy of the estimates and (2) the controller sensitivity to errors in the estimated
values.
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5. Conclusions
A survey of 68 key papers from the 250 available on yaw and sideslip control has been
completed. From this review the following conclusions can be drawn:
There is obvious potential of using active steering and VGS to improve the yaw rate
response in the linear handling regimes. Subjective evaluations are needed to justify the
approaches and further work is needed to embed the subjective nature of drivers in the
overall design methodology. Overall, there is little research that examines how the highlevel performance criteria in Figure 1 map down to the vehicle motion objectives.
Studies in affective design may allow criteria such as sporty and classic to be engineered
into the handling design.
AFS, driveline and wheel-load control can push the yaw rate performance envelope
further towards limit handling but the bandwidth and saturation levels of these
actuators make them unsuitable for more severe stability manoeuvres. Studies by He
et al. (2004), Hac and Bodie (2002) and Smakman (2000) give the best analysis of which
systems are most appropriate for different regimes of handling.
The selection and comparison of actuators for lateral motion control systems have not
been clearly addressed in terms of the wider issues such as power consumption, cost
and weight. This is clearly more important for systems that operate frequently in the
linear handling regime.
Brake-based systems offer the best solution for pure safety and stability, yaw rate or
sideslip but do interfere in the drivers longitudinal speed demand.
More advanced sideslip stability controllers require an estimate of sideslip. A combined
approach using the vehicle model and integration of the lateral acceleration sensor gives
the best results. An estimate of the road surface coefficient of friction is necessary to
adjust the reference model demands for different surfaces. This is more straightforward
where a sideslip estimate is already available. There is little work examining the
sensitivity of the controllers to errors in the estimates of sideslip angle and road surface
coefficient of friction.
Integrated approaches that use different systems in different areas of the vehicle
handling regime offer the best solution. These studies have shown how an integrated
approach can be used to delay the onset of braking for stability control. A bottom-up
approach is preferred in the published literature. However, it is not clear how this
methodology can be extended to include additional control objectives and/or actuators.
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and Furukawa, Y. 2000a: An experimental
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