Micromachines 06 01346 v2
Micromachines 06 01346 v2
Micromachines 06 01346 v2
3390/mi6091346
OPEN ACCESS
micromachines
ISSN 2072-666X
www.mdpi.com/journal/micromachines
Review
1
Department of Mechanical and Automation Engineering, The Chinese University of Hong Kong,
Shatin, Hong Kong, China; E-Mails: jeffyujf@gmail.com (J.Y.); xhyan@mae.cuhk.edu.hk (X.Y.)
2
Shenzhen Research Institute, The Chinese University of Hong Kong, Shenzhen 518100, China
3
Robotics Engineering Department, Daegu Gyeongbuk Institute of Science and Technology
(DGIST), Daegu 704-230, Korea
4
Chow Yuk Ho Technology Centre for Innovative Medicine, The Chinese University of Hong Kong,
Shatin, Hong Kong, China
Academic Editors: Toshio Fukuda, Mohd Ridzuan bin Ahmad and Yajing Shen
Abstract: Untethered, controllable, mobile microrobots have been proposed for numerous
applications, ranging from micro-manipulation, in vitro tasks (e.g., operation of microscale
biological substances) to in vivo applications (e.g., targeted drug delivery; brachytherapy;
hyperthermia, etc.), due to their small-scale dimensions and accessibility to tiny and complex
environments. Researchers have used different magnetic actuation systems allowing
custom-designed workspace and multiple degrees of freedom (DoF) to actuate microrobots
with various motion control methods from open-loop pre-programmed control to closed-loop
path-following control. This article provides an overview of the magnetic actuation systems
and the magnetic actuation-based control methods for microrobots. An overall benchmark
on the magnetic actuation system and control method is also discussed according to the
applications of microrobots.
1. Introduction
Untethered, controllable, mobile microrobots have been proposed for numerous applications, ranging
from industrial tasks, in vitro tasks to in vivo applications, due to their small-scale dimensions and
accessibility to tiny and complex environments [1–9]. Industrial tasks include micro-manipulation,
transporting and sorting of micro-objects, which enables robotic micro-assembly [10–12]. Microrobots
are promising tools for interactions with biological cells, such as applications for cell surgery, because
of their high throughput and high repeatability. Indeed, microrobots can operate down to the cellular
or sub-cellular scale, allowing efficient in vitro interactions in order to move and sort cells [13–15].
Integration of a microfluidic chip and robotics based on micro-electromechanical (MEMS) systems
technology is an innovation for biomedicine [16–18]. Accurate motion control, high propulsion power
and the pumping mechanism of motion permit the microrobot to load multiple objects and transport
them to desired locations in the microfluidic chip [19,20]. Microrobots present also opportunities
for a wide range of environmental applications, such as environmental sensing, monitoring and
remediation [21]. In vivo applications of microrobots are especially applied in minimally-invasive
surgery, including [4,22–25]: targeted drug delivery, brachytherapy, hyperthermia, removing material
by mechanical means or acting as simple static structures. Some locations in the human body would
become available for wireless intervention, including the circulatory system, the urinary system and the
central nervous system, if we were able to create microrobots with a maximum dimension of only a few
millimeters or less. Microrobots will undoubtedly lead to the development of therapies.
Powering microrobots through built-in energy sources is currently hard to implement, due to the
size of microrobots. Therefore, several off-board actuation methods have been used, such as the
actuation of a microscale dielectric particle by dielectrophoresis forces generated by an electric field [26],
piezo-electric actuation [27], thermal actuation [28], propulsion by electro-osmotic force [29], actuation
by biological bacteria [30,31] and chemical fuel-driven micro-motors [32,33]. All of the above methods
have some challenges, in particular for practical applications in vivo, for example piezo-electric actuation
requires high voltages, and actuation by bacteria requires maintaining low cytotoxicity. Alternatively,
magnetic fields can also be used as a transmitted power source, in which the forces and torques generated
by magnetic fields can be applied without any perturbation by the bio-chemical fluids [34]. In this
article, we focus on the magnetic actuation-based motion control of microrobots. In the literature,
swimming microrobots are wirelessly propelled in a fluid environment: some of them can be pulled
by a magnetic gradient [35]; some of them having helical structures are rotated by a rotating magnetic
field and convert the rotation to linear displacement [36–39]. Researchers have used different magnetic
actuation systems allowing differently-sized workspace and degrees of freedom (DoF). Various motion
control methods have been applied, developing from open-loop control [36,37,40,41] to closed-loop
point-to-point positioning control [35,42] or closed-loop path following [43]. The aim of this paper is
to review the magnetic actuation systems and the motion control methods for microrobots. An overall
benchmark on the magnetic actuation systems and control method according to the applications will also
be discussed.
This paper is organized as follows: Section 2 presents the magnetic actuation by magnetic forces and
torques; Section 3 reviews the various magnetic actuation systems allowing differently-sized workspace
Micromachines 2015, 6 1348
and DoF; the motion control methods from open-loop pre-programmed control to closed-loop path
following are reviewed in Section 4; the discussion of the choice of magnetic the actuation system and
motion control method is included in Section 5, with a conclusion and the challenges for futures works.
The principle of magnetic actuation is to propel microrobots with magnetic forces and/or torques.
A quasi-static and low-frequency magnetic field is an approach to apply forces and torques directly
to magnetic materials without the need for any tethers or direct contact [4]. Magnetized objects can be
exerted forces and torques within an externally-imposed magnetic field. The magnetic forces and torques
developed on a magnetized object are expressed as follows [44]:
Z
−
→ →
−
fm = (→
−
m · 5) B dVm (1)
Vm
Z
− →
−
τ→
m =
→
−
m × B dVm (2)
Vm
→
−
where Vm is the volume of the magnetized object, B is the flux density of the applied field (T ) and → −
m
is the magnetization of the object (A/m ). It is also possible to describe the applied magnetic field by the
→
− →
− →
−
magnetic field intensity H (A/m ), where B = µ0 H and µ0 = 4π × 10−7 T · m/A is the permeability
of the free space.
The magnetization of the object, which generally varies across the body, can be modeled as constant
throughout the body with a value equal to the average magnetization. We often consider the total dipole
−
→
moment M of a magnetic body, which is the product of the magnetic body volume and the average
magnetization. The magnetic force and torque as a function of the dipole moment can be expressed as:
−
→ −
→ →
−
fm = (M · 5) B (3)
− −
→ →−
τ→
m = M× B (4)
From the relationship, we get that the magnetic force is proportional to the gradient of the magnetic field,
which is used to move the object in the field to local maximum, and the magnetic torque is proportional
to the magnetic field, which acts to align the magnetization of an object with the field.
Magnetic actuation systems are capable of generating a magnetic field gradient and/or uniform
magnetic fields, which are classified into two main categories: electromagnetic systems or rotating
permanent magnetic systems. We will discuss their advantages and applications in this section.
Electromagnets can be easily and simultaneously controlled by electric currents. Uniform magnetic
fields and uniform magnetic gradient fields can be generated by the specific configuration of
electromagnets: Helmholtz and Maxwell coils. The motion of microrobots actuated by uniform magnetic
Micromachines 2015, 6 1349
fields or uniform magnetic gradient fields can be predicted. The electromagnets can be combined with
each other in order to generate more complicated magnetic fields.
A uniform magnetic field can be generated by a Helmholtz coil pair, which is made up of two identical
circular coils aligned on the same axis and separated by a distance equal to the radius of the coil with
identical currents passing in the same direction. Therefore, a 3D Helmholtz coil system consists of
three orthogonally-arranged Helmholtz coil pairs, as shown in Figure 1a, which can generate a uniform
rotating magnetic field B⊥n around any axis n in the 3D space by the modulation of currents passing
through the coils, which can be expressed as [43]:
where B0 is the magnetic flux density at the center of the Helmholtz coils, f is the rotational frequency
and (ũ, ṽ) are the basis vectors of the plane orthogonal to the axis n. The 3D Helmholtz coils capable
of generating uniform rotating magnetic field are widely used by many researchers to rotate helical
propulsive swimming microrobots in 3D space [41,45–47]. Moreover, with the modulation of the
currents passing through the coils, the Helmholtz coil setup can generate various magnetic fields adapted
for the motion control of different microrobots: for example, a square wave oscillating magnetic field
for actuating a jellyfish-like swimming microrobot [48], an on/off magnetic field for the motion control
of flexible metal nanowire motors [49] or for a magnetic mite (MagMite) [50] and a conical magnetic
field to decrease the off-axis motion of helical microrobots [51].
A Maxwell coil pair can generate a uniform-gradient magnetic field, with the coils separated by
√
3 times the radius and the current passing in the opposite direction. Yesin et al. [55] developed
a combination of a coaxial pair of Helmholtz coils and Maxwell coils to control an elliptical-shaped
microrobot . The combination of coils is mounted on a rotating stage, so that it can rotate around the
workspace to control the orientation of the magnetic field. Therefore, the setup enables three DoF,
including one DoF of rotation and two DoF of translation. The direction of the magnetic field is changed
by the mechanical method, which is not simultaneous.
The combination with two pairs of Maxwell coils and two pairs of Helmholtz coils enables also a
three DoF control of the microrobots with a simultaneous change of the magnetic direction controlled
by currents [56,57]. The combination of electromagnetic coils allows a faster control of the system and
reduces mechanical noises. However, as the electromagnetic coils are orthogonally arranged, the inner
diameter of the outer coil pair should be greater than the outer diameter of the inner coil pair. Therefore,
the combination of electromagnetic coils is less geometrically-compact and costs more energy.
Kim et al. [58] proposed an electromagnetic system consisting of two pairs of Helmholtz coils, which
was capable of generating a uniform magnetic field, as well as a magnetic gradient simultaneously by
superposing Helmholtz and anti-Helmholtz currents (equal currents in the opposite direction). Magnetic
torques exerted on microrobots are induced by the Helmholtz currents, and magnetic forces exerted on
microrobots are induced by the anti-Helmholtz currents. The magnetic torques and forces caused a
controlled 2D motion of their microrobot (a permanent magnetic cube) in the horizontal plane. This
electromagnetic system possesses two pairs of Maxwell coils less than the former one. Therefore,
the system with two pairs of Helmholtz coils controlled by superposing Helmholtz and anti-Helmholtz
currents takes less volume and has more energy efficiency. Indeed, the control is more complicated.
Micromachines 2015, 6 1350
Apropos of reducing the outer volume of the electromagnetic systems, Jeon et al. [53] proposed
two pairs of saddle-shaped coils with different geometrical parameters and current directions: one can
generate uniform magnetic fields named uniform saddle coils; the other one can generate a magnetic field
gradient named gradient saddle coils (Figure 1b). The saddle-shaped coils are geometrically compact.
Therefore, they can be easily combined with a pair of circular coils to increase the DoF of control. For
example, Go et al. [59] combined a pair of Helmholtz coils and a pair of uniform saddle coils, which can
be rotated by a motor, in order to enable three DoF motion control. The main advantage of the systems
with saddle-shaped coils is that the ratio of the workspace and the outer volume of the system is high.
In order to increase further the energy efficiency and DoF of the motion control, researchers
use a combination of electromagnets with small diameters and iron cores, as shown in Figure 1c.
Kummer et al. [35] designed an electromagnetic system consisting of eight electromagnets named
OctoMag. The OctoMag system enables five DoF wireless magnetic control of a fully-untethered
microrobot, including three DoF of translation (3T) and two DoF of rotation (2R). Similar to OctoMag,
electromagnetic systems consisting of multiple independently-controlled electromagnets are widely
used for magnetically-actuated microrobots, such as the MiniMag with eight electromagnets used by
Schuerle et al. [60], a system with six electromagnets developed by Pawashe et al. [61], a system with
eight electromagnets arranged in a different way used by Diller et al. [62] and And et al. [54] and a
system with four electromagnets used by Khalil et al. [42]. These kinds of electromagnetic systems
enable motion control with a high DoF. However, the workspace is restrictive compared to the volume
of the whole system.
Figure 1. Electromagnetic systems: (a) 3D Helmholtz coils [52]; (b) gradient saddle-shaped
coils ( c 2015 IEEE; reprinted, with permission from [53]); (c) electromagnetic system with
eight electromagnets ( c 2015 Wiley; reprinted, with permission from [54]).
MRI systems provide a high homogeneous magnetic field and magnetic gradient, which benefit a
larger workspace than any other electromagnetic system, but they are limited in DoF [31,63]. Hence,
a robotic platform should be integrated in order to achieve 3D motion. Additionally, MRI systems are
more often used for imaging purposes.
The electromagnetic actuation systems are summarized in Table 1 with their DoF and applications,
and three different types are illustrated in Figure 1. Some of these are advantageous in high DoF
motion control; some of them are advantageous in a large workspace. The choice of the electromagnetic
system depends on the dimensions of the attempted motion control, the required workspace, the allowed
maximal volume of the system and the power supply, which will be discussed in Section 5.
Micromachines 2015, 6 1351
As the electromagnetic systems are difficult to scale up due to the energy efficiency and cost, the
actuation with a permanent magnet system can be considered as an alternative solution [64]. A rotating
permanent magnet generates a periodic magnetic field at the position p, which can be expressed as:
where t is the time and f is the rotational frequency. The magnetic field can be accurately modeled with
the point-dipole model [65]. The magnetic field B at a position p relative to the center of the permanent
magnet can be expressed as follows:
3ppT
µ
B(p) = −I M (7)
4π|p|3 |p|2
where µ is the permeability, I is the identity matrix and M is the dipole moment of the magnet, which
is always perpendicular to the rotation axis. Mahoney et al. demonstrated that the magnetic field vector
at every point in space, generated by a rotating magnetic dipole, such as a permanent magnet, rotates
around a fixed axis [66]. The local field rotation axes for the axial and radial positions, which are defined
respectively as the positions on the axis and the positions spanned by the rotating dipole, are parallel to
Micromachines 2015, 6 1352
the rotation axis of the rotating dipole. Therefore, those positions have been used in many works for
actuation due to their simplicity [64,67].
Many researchers used one single rotating permanent magnet to actuate their magnetic
robots [64,67–70]. The rotating permanent magnet can be mounted on a linear stage [69] or a robotic
arm [70] (Figure 2a), in order to increase the DoF of the system. The permanent magnetic systems are
suitable for in vivo tasks, for which the applied organisms are too big for an electromagnetic system.
For example, Mahoney et al. used a rotating permanent magnet mounted on a robotic arm to actuate
an untethered magnetic device for the application in stomach capsule endoscopy [71]. The magnetic
magnitude of a permanent magnet is stronger than electromagnets, but attenuates quickly with the
distance. Therefore, the permanent magnet should approach the microrobots.
Figure 2. Rotating permanent magnetic systems: (a) a rotating permanent magnet mounted
on a robotic arm ( c 2015 IEEE; reprinted, with permission from [70]); (b) two synchronized
rotating permanent magnets mounted on two linear stages ( c 2015 IEEE; reprinted, with
permission from [72]).
However, the single rotating permanent magnet provides undesirable magnetic force due to the
magnetic gradient. In order to eliminate this undesirable lateral magnetic force, one can use two
synchronized rotating permanent magnets system. Alshafeei et al. [72] demonstrated the motion control
of magnetic helical swimming microrobots with two synchronized permanent magnets (Figure 2b).
They showed that the lateral oscillations of the microrobots are decreased by using two synchronized
permanent magnets. The radial steering of a helical swimming robot achieved higher motion stability.
Although the permanent magnetic systems are energy efficient and allow a large workspace, some
disadvantages of the systems cannot be avoided. For example, the amplitude of the magnetic field cannot
be changed easily. Furthermore, the magnetic field cannot be switched off, because of the permanent
magnetic characteristics, which could cause safety problems. In addition, all of the changes of the
magnetic field direction in a permanent magnetic system are realized by mechanical methods, which
means that the changes are continuous and present mechanical noises. Therefore, it is impossible to
generate a discontinuously-changed magnetic field, such as a square wave oscillating field. A benchmark
on the choice of the magnetic actuating system will be discussed in Section 5.
4. Motion Control
This section describes the control methods for magnetically-actuated microrobots from open-loop
control methods to closed-loop control methods. The open-loop control methods consist of two
Micromachines 2015, 6 1353
categories: a pre-programmed control and an open-loop teleoperation. The closed-loop control methods
include a point-to-point position control for holonomic mobile microrobots and a velocity-independent
path following control for non-holonomic mobile microrobots. Current challenges in the motion control
of microrobots will also be discussed.
In order to realize a pre-programmed open-loop control, some control information should be estimated
at first. For a microrobot pulled by a magnetic field gradient, Yesin et al. [55] estimates the necessary
field gradient to resist fluid drag forces to actuate an elliptical microrobot. The microrobot is steered
in the horizontal plane by a uniform magnetic field. As for helical swimmers actuated by a rotating
magnetic field, researchers estimate the rotation direction of the field; for example, a rotating magnetic
field with a fixed rotation axis to actuate the helical swimmer to follow a straight line [36,40,73]. Then,
Ghosh et al. [37] achieved following a curved trajectory (e.g., “R@H”) with their helical microrobots,
which were navigated by a pre-programmed controller to actuate the magnetic field. Mahoney et al. [41]
demonstrated a “U-turn” trajectory in a horizontal plane with the gravity compensation of helical
microrobots. Jeong et al. [74] used a pair of Maxwell coils in the vertical direction to compensate
the gravity of a drilling microrobot. The microrobot can be controlled to follow the predefined direction
in a bifurcated tube, which mimics the blood vessels. Diller et al. [75] propelled a flexible sheet with
magnetization varying along its length with a rotating magnetic field by forming continuous undulatory
deformations. The undulatory swimming speed is a function of the magnetic field and frequency.
This flexible microrobot can be driven along a predefined path. Nam et al. [76] developed a crawling
microrobot, which can move along a tube by using the asymmetric friction force caused by an oscillating
external magnetic field. The crawling microrobot can take the predefined direction in a bifurcated tube.
The pre-programmed control of microrobots is summarized by a block-diagram, as shown in Figure 3.
As there is no feedback in the control process, the microrobots are losing the reference trajectory or
reference path, due to the presence of environment noises or boundary effects. To follow a reference
trajectory means to follow a virtual robot in a time-dependent manner, and to follow a reference path
means to follow a time-independent trajectory [77]. Note that sometimes, the errors of the swimming
robots can be auto-corrected in a bifurcated tube by the presence of the tube wall, not by control methods.
If the swimming robots are actuated in a free space (a water tank), they cannot go back to the reference
path once losing it.
The microrobots capable of 3D steering are controlled using a classic open-loop teleoperation to
transport cargos, demonstrated by Tottori et al. [78]. An open-loop teleoperation means that the users
transmit only motion commands without any mechanical force feedback [79]. Visual feedback can be
returned to the human operator without any tracking and calculation of the position of the microrobot.
The block-diagram of open-loop teleoperation control method is described in Figure 4. With this control
method, microrobots can correct the offtrack, but not in an automated manner. Therefore, this method
can be applied on the targeted drug delivery task, which do not require high numbers of repetitions.
However, the teleoperation is not suitable for the industrial tasks, which may require high repetitions
with high precisions, for example the robotic micro-assembly processes.
Micromachines 2015, 6 1354
For a non-holonomic mobile microrobot, such as a helical swimming microrobot, someone cannot
apply a simple proportional-integral-derivative (PID) controller on the position of the microrobot,
because a non-holonomic system is a mechanical system with constraints on the velocity that are not
derivable for position constraints [85]. Therefore, Xu et al. [43] developed a velocity-independent
control law of the helical system to follow a planar reference path based on a 3D steering, because
it is indeed very delicate to follow a time-dependent trajectory (e.g., to follow a virtual robot) in the
presence of thermal noise, because thermal noise will yield time delays with the virtual robot on the
trajectory, and thus, the geometrical path will not be achieved. As presented by the block-diagram of the
2D path following control in Figure 6, two controllers are implemented in the control. The first controller,
Controller I, is inspired by the path following of a unicycle mobile robot [77,86] to minimize the lateral
error, which deduces the target orientation of the helical swimmer. The second controller, Controller II,
is a P controller based on the orientation error of the helical swimmer in the 3D space, which gives the
target actuating magnetic field. Another kind of non-holonomic mobile microrobot is a rolling magnetic
microrobot, which can generate a forward velocity on a surface induced by a rolling motion actuated by
a rotating magnetic field. Kim et al. [87] controlled a rolling spherical magnetic microrobot to follow a
pre-defined spiral path. Pieters et al. [88] controlled a rolling rod-shaped microrobot to follow a virtual
target on a reference path, which is inspired by the trajectory following the control laws of unicycles. The
controllers are similar to Controller I in Figure 6. The autonomous closed-loop control of microrobots
can be applied to micro-manipulation, including trapping, sorting and transportation of micro-objects
and assembly of multiple micro-objects.
Figure 6. Block-diagram of the control of a non-holonomic helical swimmer for planar path
following. Controller I: linearization of the state-space model of the helical swimmer for
path following with chained forms. Controller II: P controller for 3D steering. Notations: d
is the lateral error between the helical swimmer and the path; θe is the angle error between
the orientation of the swimmer and the tangent of the path; n and n∗ are respectively the
real-time and the target orientation of the helical swimmer in the 3D space; ht and hs are
respectively the tracked axis of the swimmer in the top and side camera image; gt and gs are
respectively the tracked barycenter of the swimmer in the top and side camera image; G is
the calculated barycenter of the swimmer in the 3D space.
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In this paper, we have reviewed the magnetic actuation systems, including electromagnetic systems
and permanent magnetic systems. The electromagnetic coils can be combined easily with each other
in order to generate complicated magnetic fields. The electromagnetic coils can also be combined with
a mechanical structure, usually a rotational motor, to generate rotating fields. In this case, the change
of magnetic field direction cannot be discontinuous, such as an on/off magnetic field or a square wave
oscillating field. Therefore, if discontinuously-changed magnetic fields are required for the microrobot
actuation, a pure electromagnetic system should be used. The required DoF of the motion control in
applications can define the design of the arrangement of the electromagnetic coils. Most electromagnetic
systems benefit from a high DoF, but only allow a relatively restrictive workspace. These magnetic
Micromachines 2015, 6 1357
actuation systems are suitable for the applications of microrobots in micro-channels or labs-on-chips.
The energy cost increases dramatically with the dimension of the electromagnetic coils, and the energy
efficiency decreases. Permanent magnetic systems can be alternative solutions. Permanent magnets are
mounted on mechanical structures, such as robotic arms or linear stages, to generate alternating magnetic
fields. The permanent magnetic systems are suitable for some simple in vivo tasks, for example actuating
a microrobot in human arms, for which the applied organisms are too big for an electromagnetic system.
Some disadvantages cannot be avoided, such as the magnetic field cannot be switched off, and it is hard
to achieve alternating fields with high frequency. The benchmark of the magnetic actuation systems
is shown in Figure 7. Once the actuation system is chosen, for future studies, the parameters of the
system (combination of coils, geometrical parameters, current, etc.) should be optimized according to
the requirement of the application (magnetic fields strength, DoF, workspace, etc.), in order to maximize
the energy efficiency of the system and to improve the performance of the microrobots [91].
We have also reviewed the magnetic actuation-based control methods and have summarized with
block-diagrams in this paper. Researchers have historically used an open-loop pre-programmed control
method at the early stage to characterize the microrobots, which does not require high precision control.
However, for many applications, the correction of path or position error is required due to the presence of
environmental noises. The teleoperation method can be applied to the transportation tasks without a high
number of repetitions, for example targeted drug delivery, or manipulation, which requires interaction
with the manipulators, for example the selection of micro-objects. For industrial micro-assembly or
operations with many repetitions, autonomous closed-loop control methods with high precisions are
required. A simple PD controller can be applied for a point-to-point 3D position control of holonomic
Micromachines 2015, 6 1358
Acknowledgments
This work was partially supported by the early career scheme (ECS) grant with Project No. 439113
and the General Research Fund (GRF) with Project No. 417812 from the Research Grants Council (RGC)
of Hong Kong SAR, the National Natural Science Funds of China for Young Scholar with the Project
No. 61305124 and the grant from the Science, Technology and Innovation Committee of Shenzhen
Municipality (SZSTI) for the Basic Research Fund with Project No. JCYJ20140905151415999. This
work was also partially supported by the Korea Evaluation Institute of Industrial Technology (KEIT)
funded by the Ministry of Trade, Industry & Energy (No. 10052980).
Author Contributions
Tiantian Xu made the main contribution on literature review and led the development of the paper.
Jiangfan Yu, Xiaohui Yan, Hongsoo Choi and Li Zhang performed supports and discussions. All authors
reviewed and approved the submitted paper.
Conflicts of Interest
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