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A review on swing-up methods in inverted pendulums

Cilt: 28 Sayı: 2 31 Temmuz 2026
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A review on swing-up methods in inverted pendulums

Öz

Inverted pendulum systems are considered a fundamental criterion in comparing and validating control methods due to their nonlinear, unstable, and underactuated nature. In this study, swing-up methods that raise the inverted pendulum from a hanging position to a vertical position are comprehensively examined in light of the literature. Linear and rotary inverted pendulum systems are presented along with their mathematical models, and inverted pendulum swing-up methods found in the literature are presented along with the studies conducted,, the methods used to keep the inverted pendulum in equilibrium are listed, and inverted pendulum swing-up methods found in the literature are presented along with the studies conducted. The methods used are evaluated starting from their first proposed studies and including their current applications. In this context, the new roles of classical energy-based methods in soft robotics applications are discussed; the Hedge Algebra approach, which optimizes the computational load in fuzzy logic-based systems, is examined. In addition, the success of Deep Reinforcement Learning algorithms, which offer model-independent control, especially in overcoming "Sim-to-Real" challenges, is discussed through current publications. This review provides a broad perspective, ranging from traditional control approaches to AI-driven learning systems, offering a current and comprehensive roadmap for researchers.

Anahtar Kelimeler

Destekleyen Kurum

Balıkesir University Scientifis Research Projects Unit

Proje Numarası

2018/082

Kaynakça

  1. N. Muskinja and B. Tovornik, ‘Swinging up and stabilization of a real inverted pendulum’, IEEE Trans. Ind. Electron., vol. 53, no. 2, pp. 631–639, Apr. 2006, doi: 10.1109/TIE.2006.870667.
  2. M. M. de Almeida and G. V. Raffo, ‘Nonlinear Balance Control of an Inverted Pendulum on a Tilt-rotor UAV∗∗The authors would like to thank the Brazilian research agencies CAPES, CNPq and FAPEMIG for their financial contribution for the accomplishment of this work.’, IFAC-PapersOnLine, vol. 48, no. 9, pp. 168–173, 2015, doi: 10.1016/j.ifacol.2015.08.078.
  3. M. F. P. Polo, M. P. Molina, and J. G. Chica, ‘Swing-up and positioning control of an inverted wheeled cart pendulum system with chaotic balancing motions’, International Journal of Non-Linear Mechanics, vol. 47, no. 6, pp. 655–665, Jul. 2012, doi: 10.1016/j.ijnonlinmec.2011.10.009.
  4. K. Turkoglu and B. Graham, ‘Design, Build and Integration of a Low-Cost Self-Erecting Inverted Pendulum Mechanism’, in AIAA Modeling and Simulation Technologies Conference, Grapevine, Texas: American Institute of Aeronautics and Astronautics, Jan. 2017. doi: 10.2514/6.2017-1762.
  5. Ponce, ‘A REVIEW OF INTELLIGENT CONTROL SYSTEMS APPLIED TO THE INVERTED-PENDULUM PROBLEM’, American Journal of Engineering and Applied Sciences, vol. 7, no. 2, pp. 194–240, Feb. 2014, doi: 10.3844/ajeassp.2014.194.240.
  6. S. Mori, H. Nishihara, and K. Furuta, ‘Control of unstable mechanical system Control of pendulum†’, International Journal of Control, vol. 23, no. 5, pp. 673–692, May 1976, doi: 10.1080/00207177608922192.
  7. K. Furuta, M. Yamakita, and S. Kobayashi, ‘Swing up control of inverted pendulum’, in Proceedings IECON ’91: 1991 International Conference on Industrial Electronics, Control and Instrumentation, Kobe, Japan: IEEE, 1991, pp. 2193–2198. doi: 10.1109/IECON.1991.239008.
  8. Chin Wang Tao, Jinshiuh Taur, J. H. Chang, and Shun-Feng Su, ‘Adaptive Fuzzy Switched Swing-Up and Sliding Control for the Double-Pendulum-and-Cart System’, IEEE Trans. Syst., Man, Cybern. B, vol. 40, no. 1, pp. 241–252, Feb. 2010, doi: 10.1109/TSMCB.2009.2025964.

Ayrıntılar

Birincil Dil

İngilizce

Konular

Derin Öğrenme, Takviyeli Öğrenme, Kontrol Teorisi ve Uygulamaları, Kontrol Mühendisliği, Mekatronik Sistemlerin Simülasyonu, Modellenmesi ve Programlanması

Bölüm

Derleme

Yayımlanma Tarihi

31 Temmuz 2026

Gönderilme Tarihi

10 Mayıs 2026

Kabul Tarihi

22 Haziran 2026

Yayımlandığı Sayı

Yıl 2026 Cilt: 28 Sayı: 2

Kaynak Göster

APA
Köybaşı, E., Akdaş, D., & Bıçakçı, S. (2026). A review on swing-up methods in inverted pendulums. Balıkesir Üniversitesi Fen Bilimleri Enstitüsü Dergisi, 28(2), 484-507. https://doi.org/10.25092/baunfbed.1946757
AMA
1.Köybaşı E, Akdaş D, Bıçakçı S. A review on swing-up methods in inverted pendulums. BAUN Fen. Bil. Enst. Dergisi. 2026;28(2):484-507. doi:10.25092/baunfbed.1946757
Chicago
Köybaşı, Erman, Davut Akdaş, ve Sabri Bıçakçı. 2026. “A review on swing-up methods in inverted pendulums”. Balıkesir Üniversitesi Fen Bilimleri Enstitüsü Dergisi 28 (2): 484-507. https://doi.org/10.25092/baunfbed.1946757.
EndNote
Köybaşı E, Akdaş D, Bıçakçı S (01 Temmuz 2026) A review on swing-up methods in inverted pendulums. Balıkesir Üniversitesi Fen Bilimleri Enstitüsü Dergisi 28 2 484–507.
IEEE
[1]E. Köybaşı, D. Akdaş, ve S. Bıçakçı, “A review on swing-up methods in inverted pendulums”, BAUN Fen. Bil. Enst. Dergisi, c. 28, sy 2, ss. 484–507, Tem. 2026, doi: 10.25092/baunfbed.1946757.
ISNAD
Köybaşı, Erman - Akdaş, Davut - Bıçakçı, Sabri. “A review on swing-up methods in inverted pendulums”. Balıkesir Üniversitesi Fen Bilimleri Enstitüsü Dergisi 28/2 (01 Temmuz 2026): 484-507. https://doi.org/10.25092/baunfbed.1946757.
JAMA
1.Köybaşı E, Akdaş D, Bıçakçı S. A review on swing-up methods in inverted pendulums. BAUN Fen. Bil. Enst. Dergisi. 2026;28:484–507.
MLA
Köybaşı, Erman, vd. “A review on swing-up methods in inverted pendulums”. Balıkesir Üniversitesi Fen Bilimleri Enstitüsü Dergisi, c. 28, sy 2, Temmuz 2026, ss. 484-07, doi:10.25092/baunfbed.1946757.
Vancouver
1.Erman Köybaşı, Davut Akdaş, Sabri Bıçakçı. A review on swing-up methods in inverted pendulums. BAUN Fen. Bil. Enst. Dergisi. 01 Temmuz 2026;28(2):484-507. doi:10.25092/baunfbed.1946757