2024 IJSS SurveyFuzzyControlMechatronics

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A Survey on Fuzzy Control for Mechatronics Applications

Article in International Journal of Systems Science · January 2024

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Radu-Emil Precupa,b *, Anh-Tu Nguyenc,d, Sašo Blažiče

a
Department of Automation and Applied Informatics, Politehnica University of
Timisoara, Timisoara, Romania

b
Center for Fundamental and Advanced Technical Research, Romanian Academy –
Timisoara Branch, Timisoara, Romania

c
Laboratory LAMIH UMR CNRS 8201, Université Polytechnique Hauts-de-France,
Valenciennes, France

d
INSA Hauts-de-France, Valenciennes, France

e
Faculty of Electrical Engineering, University of Ljubljana, Ljubljana, Slovenia

*
Corresponding author, Bd. V. Parvan 2, 300223 Timisoara, e-mail address:
[email protected]
A Survey on Fuzzy Control for Mechatronics Applications

Abstract. Fuzzy control has become one of the most effective tools for dealing
with complex engineering processes. Over the years, research on fuzzy control
systems has continuously evolved, witnessing numerous theoretical contributions
and successful real-world achievements. The concept of model-free or data-driven
fuzzy control was initially introduced with specific heuristics incorporated into the
design. Due to the lack of a systematic framework for stability analysis in model-
free fuzzy control, the significance of model-based fuzzy control has grown
extensively. This approach ensures systematic design based on precise fuzzy
models of the process. This survey focuses on the fundamental aspects of three
prominent classes of fuzzy control. First, the paper commences with a review of
Takagi-Sugeno fuzzy control systems. This includes discussions on stability
analysis and controller design, exploring techniques to derive less conservative
and/or complex results from a numerical burden perspective. Second, various
aspects of data-driven fuzzy control are analyzed in detail including a
classification of the most popular data-driven control techniques and their
combination with fuzzy control; a representative Iterative Feedback Tuning-based
fuzzy controller is described. Third, this survey explores the fundamental aspects
of evolving fuzzy control, with a particular emphasis on the significance of
stability and control laws, which are not usually the primary focus of evolving
intelligent systems research. For each discussed class of fuzzy control, the paper
provides a selective list of mechatronics applications to illustrate their
performance effectiveness, emphasizing research papers published after 2011.
Finally, drawing from recent advances in fuzzy control theory and mechatronics
applications, future research directions and associated challenges are discussed.

Keywords. Adaptive fuzzy control; data-driven fuzzy control; evolving systems;


fuzzy control; Mamdani fuzzy controllers; mechatronics; model-based fuzzy
control; stability; Takagi-Sugeno-Kang fuzzy controllers.
1. Introduction

Mechatronics applications include mechanical systems, electronic systems, control

solutions and information technology as highlighted in (Dragos, Preitl, Precup, Cretiu,

& Fodor, 2010). The incorporation of advanced hardware and software architectures in

mechatronics applications is useful due to the advantages achieved, including high

dynamics, steady-state and robust performance under various operating conditions, and

control of processes with unmeasurable or estimated parameters.

As highlighted in (Nguyen, Dinh, Chong, Iwasaki, Precup, & Ruderman, 2023),

mechatronics applications are now ubiquitous in daily life, including aircraft, spacecraft,

chemical process equipment, manufacturing, homes and buildings, automobiles, ships,

and trains. Along with the pressing demands for high performance, reliability and

affordability, the need to make these mechatronics applications safer, greener and

smarter is growing rapidly. Mechatronics applications must perform a variety of

challenging tasks in dynamic working environments, with or without human

intervention. To achieve this goal, new sensing, actuation and control technologies have

been extensively integrated into mechatronics applications, which are becoming

increasingly complex. This integrated complexity leads to great challenges in decision

making, motion planning, control and automation of mechatronics applications. These

challenges justify the study and research interest drawn towards fuzzy control for

mechatronics applications, motivated by the intelligence features and flexibility of fuzzy

controllers. If the controller design is carried out systematically, these challenges are

properly solved and thus transformed into advantages of using fuzzy control for

mechatronics.

As shown in (Precup, & Preitl, 1999a), next (Precup, & Hellendoorn, 2011) and

(Precup, Roman, & Safaei, 2021), the “classical” engineering approaches to


characterize real-world problems are essentially qualitative and quantitative, based on

more or less accurate mathematical models. In such approaches, expressions such as

“average temperature”, “high humidity”, “low pressure”, “very high speed”, referring to

the variables specific to the behaviour of a controlled process, are subjected to relatively

difficult quantitative interpretations. This is because “classical” automation deals with

variables and information that are processed with well-specified numerical values. In

this respect, the design and tuning of the controller and its subsequent implementation

in the control system require a quantitative modelling of the controlled process that is as

accurate as possible. Advanced control strategies (e.g., adaptive, predictive, and

variable-structure) even require continuous re-evaluation of the models, including the

structures and/or values of the parameters that characterize these (parametric) models.

Lotfi A. Zadeh established the foundations of fuzzy set theory (Zadeh, 1965),

which at first seemed to be only mathematical entertainment. The boom in computer

science in the 1970s opened up the first prospects for practical applications of the theory

in the field of automatic control, and these first applications belong to Ebrahim H.

Mamdani and his co-author Sedrak Assilian (Mamdani, 1974; Mamdani, & Assilian,

1975). The reference application of fuzzy control involves some “special” controllers

based on fuzzy set theory, called fuzzy controllers, in cement kiln control (Holmblad, &

Ostergaard, 1982). In the 1980s, the so-called fuzzy boom took place in Japan, the USA

and later in Europe in the field of fuzzy control applications, covering several domains

ranging from the electrical household industry to the control of vehicles, transportation

systems and robots. This is partly due to the spectacular development of electronic

technologies and computer systems, which made it possible to manufacture circuits with

very high information processing speed, dedicated (by design and use) to a specific

purpose, including fuzzy information processing, and also the development of


computer-aided design programs, which allowed the control system designer to

efficiently use a large amount of information about the controlled process and the

control equipment.

The applications of fuzzy control reported until now point out two important

aspects related to this control strategy (Precup, & Preitl, 1999a; Precup, & Hellendoorn,

2011; Precup, Roman, & Safaei, 2021):

• In certain situations (such as the control of nonlinear processes that are difficult

to model mathematically, or, even more challenging, the control of ill-defined

processes), fuzzy control can be a viable alternative to classical, crisp

(conventional) control.

• Compared to conventional control, fuzzy control can rely heavily on and focus

on the experience of a human operator, and a fuzzy controller can model this

experience more accurately (in a linguistic way) than a conventional controller.

The main features of fuzzy control are discussed in (Precup, & Preitl, 1999a;

Precup, & Hellendoorn, 2011; Precup, Roman, & Safaei, 2021) as follows:

• Fuzzy control uses the so-called fuzzy controllers or fuzzy logic controllers that

ensure nonlinear input-output static maps that can be influenced/modified based

on the designer’s option.

• Fuzzy control can handle multiple variables from the controlled process.

Therefore, fuzzy control structures are considered to belong to the class of Multi

Input-Multi Output (MIMO) systems with interactions, and fuzzy control can be

viewed as a multi-input or multi-output controller similar to state feedback

controllers. In this regard, fuzzy controllers can be viewed as a family of


relatively simple and easy-to-understand nonlinear state feedback or output-

feedback controllers.

• Fuzzy controllers are basically without dynamics. However, the applications and

performance of fuzzy controllers and fuzzy control systems can be significantly

expanded by inserting dynamics (i.e., derivative and/or integral components)

into fuzzy controller structures, resulting in the so-called fuzzy controllers with

dynamics or typical fuzzy controllers because of the analogy to the typical

conventional controllers, namely Proportional-Integral (PI) and Proportional-

Integral-Derivative (PID) and Proportional-Derivative (PD), which are popular

in industrial applications.

• Fuzzy controllers are flexible in terms of modifying the transmission

characteristics (through input-output static maps), thus ensuring the possibility

of developing a wide range of adaptive control system structures.

The approach based on human experience is applied in fuzzy controllers by expressing

the performance specifications imposed on the control systems and then elaborating the

control signal in terms of “natural” IF-THEN rules belonging to the set of rules

...
IF (antecedent ) THEN (consequent ), (1)
...

where the antecedent (the premise) refers to the current situation concerning the

controlled process evolution (usually compared to the desired evolution), and the

consequent (the conclusion) refers to the measures that should be taken – in the form of

the control signal u – in order to fulfil the desired evolution of the control system

imposed by the performance specifications. The set of these rules forms the rule base of

the fuzzy controller.


The block diagram of the principle (considered as classical in the literature) of a

fuzzy control system considered as a single-input system with respect to the reference

input r and a single-output system with respect to the controlled output y is shown in

Figure 1 (a). The reference input is also referred to as the set-point or the desired output

y d . The second input fed to the controlled process / the fuzzy control system is the

disturbance input d .

Figure 1. Fuzzy control system structure (a) and fuzzy controller structure (b) (Precup,
& Preitl 1999a; Precup, & Hellendoorn, 2011; Precup, Roman, & Safaei, 2021).

Figure 1 (b) also highlights the operating principle of a fuzzy controller in its

classical version, characterizing Mamdani fuzzy controllers, with the following

variables and modules: (1) the crisp inputs, (2) the fuzzification module, (3) the

fuzzified inputs, (4) the inference module, (5) the fuzzy conclusions, (6) the

defuzzification module, and (7) the crisp output. In this regard, the operating principle

of the Mamdani fuzzy controller includes the sequence of operations (a), (b) and (c)

(Precup, & Preitl, 1999a; Precup, & Hellendoorn, 2011; Precup, Roman, & Safaei,

2021):

(a) The crisp input information, expressed as measured variables, reference input

(or set-point) and control error e , is converted into a fuzzy representation. This

operation is called fuzzification of crisp information, and it uses scheduling variables


instead of input variables in Takagi-Sugeno-Kang fuzzy controllers, also called Takagi-

Sugeno (T-S) fuzzy controllers or Sugeno fuzzy controllers. In addition to the control

error, the vector y a of additional variables (shown in Figure 1) can be used as crisp

input information applied to the fuzzy controller; such variables, with an important

effect on the control system behaviour, include the state variables.

(b) The fuzzified information is processed using the rule base, which consists of

fuzzy IF-THEN rules referred to as fuzzy control rules illustrated in (1), that must be

adequately defined in order to meet the performance specifications imposed on the

control system. The principles for evaluating and processing the rule base represent the

inference mechanism/engine, and the result is the “fuzzy” form of the fuzzy control

signal u produced by the fuzzy controller.

(c) The fuzzy control signal must be converted into a crisp formulation with a

well-specified physical nature, directly understandable and usable by the actuator, in

order to be capable of controlling the process. This operation is called defuzzification.

These three operations characterize the three sub-systems or modules in the

structure of a fuzzy controller shown in Figure 1 (b), namely the fuzzification module

(2), the inference module (4) and the defuzzification module (6). All these modules are

supported by an appropriate database.

The structure shown in Figure 1 (b) becomes more complex in the context of

uncertainties in terms of type-2 fuzzy sets with additional parameterization of the input

membership functions and insertion of a type-reducer module in conjunction with the

defuzzification module. This leads to interval type-2 fuzzy controllers, with different

applications besides the general ones of type-2 fuzzy logic ones reviewed in (Mittal,

Jain, Vaisla, Castillo, & Kacprzyk, 2020). As outlined in (Wu, 2012; Precup, David,
Roman, Szedlak-Stinean, & Petriu, 2021), the main differences between the interval

type-2 fuzzy controllers and the type-1 fuzzy controllers are:

• adaptivity, i.e., changing the embedded type-1 fuzzy sets when computing the

boundaries of the type-reduced interval with respect to input changes,

• novelty, i.e., the upper and lower membership functions of the same interval

type-2 fuzzy set can be used simultaneously in computing each bound of the

type-reduced interval,

• flexible parameterization, i.e., the larger number of parameters of interval type-2

fuzzy controllers as compared to type-1 fuzzy controllers allows a greater

possibility to modify the nonlinear input-output map of the fuzzy controllers to

compensate for the unfavourable nonlinearities of the controlled process.

These differences have been exploited and transformed into the main advantage

of interval type-2 fuzzy controllers pointed out in (Lam & Seneviratne, 2008), namely

interval type-2 fuzzy model-based control directly handles the uncertainties in nonlinear

control systems. These uncertainties include parameter uncertainties, mismeasurement

uncertainties, observation uncertainties, and communication uncertainties.

As stated in (Precup, & Hellendoorn, 2011), in most applications a fuzzy

controller is used for direct feedback control or at the low level in hierarchical control

system structures. However, a fuzzy controller can also be used at the supervisory level,

such as in adaptive control system structures. Nowadays, fuzzy control is not only used

to directly express the knowledge about the controlled process, which was originally

called model-free fuzzy control. A fuzzy controller can be designed from a fuzzy model

obtained in terms of system identification techniques, and thus it can be considered in

the framework of model-based fuzzy control. Nevertheless, as discussed in (Precup,


Roman, & Safaei, 2021), fuzzy control can also be analysed and designed in the

framework of data-driven control, where no process model is involved in the fuzzy

controller tuning. The most commonly used are (Precup, & Hellendoorn, 2011):

• Mamdani fuzzy controllers, also called linguistic fuzzy controllers, with either

fuzzy consequents, which represent type-I fuzzy systems according to the

classifications proposed in (Sugeno, 1999), or singleton consequents, which

belong to type-II fuzzy systems. These fuzzy controllers are usually used as

direct controllers. These notations of the fuzzy systems type concern their

structure and are different from those of the fuzzy sets type, which concern the

definitions of the fuzzy sets. The notations of the fuzzy sets type are next

extended to be used for fuzzy controllers as well.

• Takagi-Sugeno-Kang fuzzy controllers or Takagi-Sugeno controllers or Sugeno

fuzzy controllers, also known as type-III fuzzy systems in the context of

(Sugeno, 1999), especially when affine consequents are employed, and typically

used as both supervisory and direct closed-loop controllers.

Several surveys and position papers highlight specific topics in fuzzy control,

make characterizations, and present valuable points of view, and a part of the most

representative ones is briefly discussed below. An overview of fuzzy modelling for

control is provided in (Babuška, & Verbruggen, 1996). The stability analysis methods

for type-II fuzzy control systems are analysed in detail in (Sugeno, 1999). An overview

of neuro-fuzzy rule generation in a more general soft computation setting is given in

(Mitra, & Hayashi, 2000). The fusion of computationally intelligent methods, including

fuzzy logic and sliding mode control, is discussed in (Kaynak, Erbatur & Ertugrul,

2001). Conclusions on the perspectives of fuzzy control systems are formulated in


(Sala, Guerra, & Babuška, 2005) and continued after ten years in (Sala, Guerra, &

Tanaka, 2015) with quasi-linear parameter varying (LPV) model-based control design,

major applications and improvements. A survey on the analysis and design methods of

model-based fuzzy control systems using quasi-LPV model-based control design

through some milestones and key applications is carried out in (Feng, 2006). Other

recent surveys of application results in LPV control/estimation validated by experiments

or high-fidelity simulations can be found in (Hoffmann, & Werner, 2014; Li, Nguyen,

Du, Wang, & Zhang, 2021). A survey on type-I, type-II, and type-III fuzzy systems

focusing on model-based approaches developed via Lyapunov stability and linear

matrix inequality (LMI) formulations is offered in (Nguyen, Taniguchi, Eciolaza,

Campos, Palhares, & Sugeno, 2019).

Since type-2 fuzzy controllers are characterized by essentially more parameters

than type-1 fuzzy controllers, their systematic design is more difficult. Therefore, their

optimal tuning is a convenient way to ensure their systematic design if appropriate

optimization problems are defined. Several surveys on the use of metaheuristic

algorithms in the optimal tuning of type-2 fuzzy controllers have been reported in

(Castillo, Melin, Garza, Montiel, & Sepúlveda, 2011; Castillo, & Melin, 2012; Castillo,

& Melin, 2014; Valdez, Castillo, Cortes-Antonio, & Melin, 2020), and this issue is also

discussed in other reviews that deal with both type-1 and type-2 fuzzy controllers,

including (Hagras, 2008; Precup, Angelov, Costa, & Sayed-Mouchaweh, 2015; Hamza,

Yap, Choudhury, Chiroma, & Kumbasar, 2018).

This paper builds on the authors’ previous surveys on industrial applications of

fuzzy control reported until 2011 (Precup, & Hellendoorn, 2011), nature-inspired

optimal control of industrial applications (Precup, Angelov, Costa, & Sayed-

Mouchaweh, 2015), and the status of fuzzy control systems and perspectives in 2019
(Nguyen, Taniguchi, Eciolaza, Campos, Palhares, & Sugeno, 2019), and provides an

overview of mechatronic applications of fuzzy control, which includes several areas.

However, papers published before 2011 are considered here if they are representative of

the topics discussed. Some of these applications are industrial, while others are

laboratory-based. A large part of these applications includes real-time experimental

results, but significant results with strong theory and rich simulation studies are also

included. The authors are aware of the fact that the number of publications on the topic

of fuzzy control combined with mechatronics is extremely large, so that an exhaustive

list is impossible. Selected papers are listed in the References section of this paper.

Unfortunately, many excellent papers have been omitted, and we hope that their authors

will accept the apologies of the authors of this paper. In addition, this survey paper is

not able to cover all categories of fuzzy control applications of mechatronic systems,

which may include manufacturing, robotics, automotive and process industries, servo

systems and actuators. The importance of this survey is twofold:

• First, a comprehensive and up-to-date treatment of fuzzy controllers is offered.

This is explained in terms of theory, presented at a minimally understandable

level so as to cover a wide range of applications.

• Second, the organization of the paper allows for a systematic description of

different control system structures, divided into model-based fuzzy control, data-

driven fuzzy control, and evolving systems. Conventional, state feedback and

adaptive controllers are discussed in the remaining sections.

The paper is organized as follows. Section 2 discusses model-based fuzzy

control. Next, Section 3 focuses on data-driven fuzzy control. Applications of fuzzy


control in the general evolving framework are presented in Section 4. Section 5

provides concluding remarks, perspectives, and challenges of fuzzy control.

2. Model-based fuzzy control

This section first reviews some main features and research mainstreams related to fuzzy

model-based approaches, recently discussed in the literature. A special focus is put on

the classical T-S fuzzy control systems with linear consequents and the T-S fuzzy

control systems with nonlinear consequents. Then, this section discusses some notable

successful mechatronics applications of fuzzy model-based approaches, essentially

developed with the Lyapunov stability method and convex optimization techniques

under LMI constraints. Other complementary and related theoretical and application

results of fuzzy model-based techniques with other design tools, for instance, sliding

mode control, adaptive control, predictive control, etc., can be found in (Feng, 2006;

Precup, & Hellendoorn, 2011).

2.1. Takagi-Sugeno model-based fuzzy control


In the first decade after Mamdani’s successful application of fuzzy logic control,

researchers encountered substantial criticisms from conventional control theorists

(Sugeno, 1999; Sala, Guerra, & Babuška, 2005; Nguyen, Taniguchi, Eciolaza, Campos,

Palhares, & Sugeno, 2019). The primary reason was the absence of stability analysis for

fuzzy control during that period. In response to these critiques, Sugeno’s research group

at the Tokyo Institute of Technology introduced T-S fuzzy systems in 1985.

The practical background of T-S model-based fuzzy control is the special


structure and operation of T-S fuzzy models described in Section 1, which make the T-S
fuzzy models behave as bumpless interpolators between local linear or nonlinear models
placed in the rule consequents. The models or controllers in the rule consequents can be
designed separately and relatively easily, possibly using the designer's experience, to
capture or control the nonlinear mechanisms of the process in different regions of the
premise or scheduling space, and appropriate stability analysis is needed to ensure the
stability of the fuzzy control systems.
Generally speaking, there are two main approaches for constructing a T-S fuzzy
model: i) identifying the model using measured or simulated data (Takagi, & Sugeno,
1985; Babuška & Verbruggen, 1996), ii) analytical construction of a T-S model that
exactly represents or approximates a given nonlinear dynamic system (Tanaka, &
Wang, 2004). The key feature of a T-S fuzzy model is to express the local dynamics of
each fuzzy implication rule by a linear system model as

Model rule i :
IF z1 (t ) IS M i1 AND ... AND z p (t ) IS M ip (2)
THEN x (t ) = A i x(t ) + B i u(t ), i = 1...r ,

where x(t )   n is the state vector, u(t )   m is the control input vector; y (t )  q is

the output vector, z(t ) = [ z1 (t ) z 2 (t ) ... z p (t )]T   p is the vector of premise variables or

scheduling variables, which may be functions of the state variables, external

disturbances and/or time, the superscript T indicates matrix transposition, M ij is the

fuzzy set, specifically the linguistic term, and r is the number of fuzzy model rules. The

constant subsystem matrices A i   nn and B i   nm , for i = 1...r , are known. The

overall fuzzy model of the system is obtained by fuzzy “blending” of the linear

subsystem models as

r
x (t ) =  hi (z(t ))[ Ai x(t ) + Biu(t )], (3)
i =1

where

i (z (t )) p
hi (z (t )) = r
, i (z (t )) =  M ij ( z j (t )). (4)
  (z(t ))
i =1
i
j =1
The term M ij ( z j (t )) represents the grade of membership of z j (t ) in M ij . The

membership functions hi (z (t )) , for i = 1...r , satisfy the convex sum property

 h (z(t )) = 1,
i =1
i
(5)
0  hi (z (t ))  1, i = 1...r.

The discrete-time T-S fuzzy model is constructed in the same way by replacing
x (t ) with x(t + 1) in (2) and (3), with t indicating the continuous time argument and
the discrete time argument, respectively. However, for the sake of simplicity and
illustration, continuous-time T-S fuzzy models are mainly discussed hereafter.
Among various analytical methods to construct a T-S fuzzy model from a given

nonlinear system, the sector nonlinearity approach (Wang, Tanaka, & Griffin, 1996) has

received the most attention since it provides a systematic method to derive a strictly

equivalent T-S fuzzy representation within a compact set of the state space. However,

for existing T-S fuzzy results based on the sector nonlinearity approach, the numerical

complexity of stability analysis, observation and control design conditions

exponentially grows with respect to the number of premise variables (Tanaka, & Wang,

2004). This limits the applicability of these results to systems with only few

nonlinearities (Li, Xie, Zhao, Gao, Hu, & Wong, 2021). To overcome this major

practical issue, several approaches have been proposed to reduce the numerical

complexity of T-S fuzzy systems. Based on a singular value decomposition method, the

authors in (Yam, Baranyi, & Yang, 1999) proposed an approach to reduce the fuzzy

rules, yielding approximate T-S fuzzy models. In (Taniguchi, Tanaka, Ohtake, & Wang,

2001), some nonlinearities were transformed into system uncertainties to reduce the

number of local linear sub-models of T-S fuzzy systems. Exploiting the linear

dependencies between the T-S fuzzy local sub-models obtained with the sector

nonlinearity approach, a reduced-complexity model can be directly obtained from the


original T-S fuzzy model in (Dehak, Nguyen, Dequidt, Vermeiren, & Dambrine, 2020).

However, the reduction approaches in (Taniguchi, Tanaka, Ohtake, & Wang, 2001;

Dehak, Nguyen, Dequidt, Vermeiren, & Dambrine, 2020) can lead to over-conservative

stability analysis and control design results. To avoid this drawback, a reduced-

complexity approach was proposed in (Dehak, Nguyen, Dequidt, Vermeiren, &

Dambrine, 2022), which can also systematically derive an equivalent polytopic

representation of a given nonlinear system within a compact set of the state space.

However, in contrast to the sector nonlinearity approach, the model complexity in

(Dehak, Nguyen, Dequidt, Vermeiren, & Dambrine, 2022) only grows proportionally,

rather than exponentially, with the number of premise variables. In particular, this

approach allows introducing some specific slack variables at the modelling step to

reduce the design conservatism.

State feedback fuzzy control has been widely applied to stabilize a T-S fuzzy

system. The most popular state feedback fuzzy control scheme is based on the concept

of parallel distributed compensation (PDC) (Tanaka, & Sugeno, 1992; Tanaka, Ikeda, &

Wang, 1996; Wang, Tanaka, & Griffin, 1996). The key idea is to construct the fuzzy

controller sharing the same premise membership functions and the same number of

rules as the T-S fuzzy model (Tanaka, Ikeda, & Wang, 1996). Then, the fuzzy controller

is constructed via the PDC as

Control rule i :
IF z1 (t ) IS M i1 AND ... AND z p (t ) IS M ip (6)
THEN u(t ) = K i x(t ), i = 1...r.

The overall fuzzy controller can be inferred from (6) as follows:

r
u(t ) =  hi (z(t ))K i x(t ). (7)
i =1
The goal of the fuzzy controller design is to determine the local feedback (matrix) gains

K i , for i = 1...r , in the linear consequent parts such that the closed-loop T-S fuzzy

system with the models (3) and (7) is asymptotically stable and verifies some predefined

performance specifications.

For illustrations, let us consider the stability of the closed-loop system with the

models (3) and (7). Substituting (7) into (3), the state-space equation of the closed-loop

T-S fuzzy system becomes

r r
x (t ) =  hi (z (t ))h j (z (t ))( A i + B i K j )x(t ). (8)
i =1 j =1

The most basic stabilization result for system (8) is based on the quadratic Lyapunov

candidate function of the form

V (x) = xT P x, P  0, (9)

where P  0 denotes a symmetric positive definite matrix. To ensure the asymptotic

stability of the closed-loop system (8), the time derivative of V (x) along its trajectory is

required to be negative, i.e., V (x) = x T P x + x T P x  0 , which results in

r r

 h (z(t ))h (z(t ))[(A


i =1 j =1
i j i + B i K j ) T P + P( A i + B i K j )]  0. (10)

The stability condition (10) is expressed in terms of bilinear matrix inequality

(BMI) due to the coupling between the Lyapunov matrix P and the control gains K j ,

for j = 1...r , which cannot be solved effectively with standard numerical solvers (Boyd,

El Ghaoui, Feron, & Balakrishnan, 1994). To convexify the control design conditions, a
congruence transformation can first be performed by pre- and post-multiplying (10)

with Q = P −1 , which yields

r r

 h (z(t ))h (z(t ))[Q(A


i =1 j =1
i j i + B i K j ) T + ( A i + B i K j )Q]  0. (11)

With a simple change of variable M j = K j Q , for j = 1...r , the stability condition (11)

becomes

r r

 h (z(t ))h (z(t ))[(A Q + B M


i =1 j =1
i j i i j ) T + ( A i Q + B i M j )]  0. (12)

The condition (12) is now expressed as an LMI constraint of infinite dimension

due to its direct dependency on the membership functions hi (z (t )) , for i = 1...r . To

make the condition for checking the closed-loop stability feasible and tractable, the

membership functions should be dropped out from (12) to obtain a finite set of LMI

control design conditions. To this end, numerous relaxation results have been proposed

to drop out the membership functions with different degrees of conservativeness and

numerical complexities, which can be categorized into two classes: i) without requiring

slack variables such as Tanaka’s relaxation (Tanaka, & Wang, 2004), Tuan’s relaxation

(Tuan, Apkarian, Narikiyo, & Yamamoto, 2001); ii) involving slack variables such as

Liu and Zhang’s relaxation (Liu, & Zhang, 2003), Pólya-based relaxation (Sala &

Ariño, 2007; Montagner, Oliveira, & Peres, 2009). In particular, Pólya-based relaxation

results offer asymptotically necessary and sufficient LMI-based conditions for the

stability and performance of T-S fuzzy systems (Sala, & Ariño, 2007). Nevertheless,

approaches based on Pólya's theorem are more conceptual than feasible, as the

computational load escalates rapidly, often leading to crashes in most numerical solvers

(Nguyen, Taniguchi, Eciolaza, Campos, Palhares, & Sugeno, 2019). Although the PDC
concept provides a natural, effective and systematic framework for T-S fuzzy controller

and observer designs using LMI-based techniques, the obtained results can be very

conservative (Lam, 2018). Therefore, most of the research effort has been focussed on

reducing the design conservatism of T-S fuzzy model-based approaches. Apart from

finding an effective way to drop the membership functions from the design conditions

as discussed above, there are two main directions to reduce the conservativeness of the

design conditions (Nguyen, Taniguchi, Eciolaza, Campos, Palhares, & Sugeno, 2019):

i) using different families of Lyapunov function candidates, ii) exploit better the

information on the membership functions for stability analysis.

First, most of PDC-based results were obtained using a common quadratic

Lyapunov function, where a single Lyapunov matrix must be used for stability analysis

of all local sub-models of the T-S fuzzy systems. To relax this constraint, more general

classes of Lyapunov candidate functions have been leveraged for T-S fuzzy model-

based approaches, for instance, piecewise Lyapunov functions (Johansson, Rantzer, &

Arzen, 1999; Feng, 2004), line integral Lyapunov functions (Rhee, & Won, 2006;

Mozelli, Palhares, & Avellar, 2009), fuzzy Lyapunov functions depending on the

membership functions (Tanaka, Hori, & Wang, 2003; Guerra, & Vermeiren, 2004;

Zheng, Xie, Nguyen, & Qu, 2023), polynomial Lyapunov functions depending on the

membership functions with an arbitrary degree (Zhang, & Xie, 2011), multidimensional

fuzzy Lyapunov functions (Lee, Joo, & Tak, 2014), etc. In particular, together with the

use of fuzzy Lyapunov functions and slack decision variables, the non-PDC control

concept has been proposed to further reduce the design conservatism of T-S fuzzy

approaches (Guerra, & Vermeiren, 2004; Xie, Ma, Zhao, Ding, & Wang, 2012; Zheng,

Xie, Nguyen, & Qu, 2023). More insightful discussions on the advantages and
drawbacks of each type of Lyapunov candidate functions can be found in (Nguyen,

Taniguchi, Eciolaza, Campos, Palhares, & Sugeno, 2019).

Second, the membership functions are used to interconnect the local sub-models

of the T-S fuzzy system, which represent the nonlinearities of the original plant to be

controlled. However, only their convex sum property (5) has been exploited in most of

the existing works based on various types of Lyapunov candidate functions. As far as

the shape characteristics of the membership functions, i.e., the intrinsic nonlinear nature

of the plant, are not exploited for stability analysis, the concerns related to the

conservativeness issue still remain (Lam, 2018; Sala, & Arino, 2008). To reduce the

source of conservativeness, the membership-function-approximation approaches using

staircase and/or piecewise linear membership functions (Lam, & Narimani, 2009;

Zhang, Lam, Qiu, Liu & Chen, 2018). Moreover, membership-bound-dependent

approaches have been proposed to exploit the bound information of membership

functions for stability analysis (Sala, & Arino, 2008; Li, Xie, Zhao, Gao, Hu, & Wong,

2021). Further discussions on T-S fuzzy membership-function-dependent stability

analysis can be found in the survey paper (Lam, 2018).

It is important to note that using nonquadratic Lyapunov functions for

membership-function-dependent stability analysis usually leads to a higher number of

convex stability constraints and a high number of involved decision variables, thus a

high degree of computational complexity. Then, the resulting T-S fuzzy control and

estimation results can be impractical, especially for complex processes with a high

number of premise variables (Dehak, Nguyen, Dequidt, Vermeiren, & Dambrine, 2022).

Research effort has been also devoted to reducing the numerical design complexity.

Two notable approaches can be distinguished. First, the numerical complexity reduction

of the T-S fuzzy results can be done by “controlling” the number of slack decision
variables introduced in the control design for relaxation purposes (Sala, & Arino, 2008;

Montagner, Oliveira, & Peres, 2009; Xie, Lu, & Yue, 2022a). Second, researchers have

tried to find alternative T-S fuzzy modelling methods to reduce the excessive number of

fuzzy rules caused by the classical sector nonlinearity approach as discussed above.

Apart from the previously mentioned modelling reduction methods, T-S fuzzy

modelling with nonlinear consequents has received increasing research attention,

especially N-TS fuzzy systems (Dong, Wang, & Yang, 2009) and fuzzy polynomial

systems (Tanaka, Yoshida, Ohtake, & Wang, 2008) as described hereafter.

N-TS fuzzy systems. Using similar techniques as for the classical T-S fuzzy

modelling, i.e., the sector nonlinearity approach, a N-TS fuzzy model can be derived

from a nonlinear system as follows (Dong, Wang, & Yang, 2009):

Model rule i :
IF z1 (t ) IS M i1 AND ... AND z p (t ) IS M ip (13)
THEN x (t ) = A i x(t ) + B i u(t ) + G i φ(t ), i = 1...r ,

where the same system notations as in (2) are used. The vector of nonlinearities

φ(t )   h satisfies the following sector-boundedness condition:

φ(t ) T Λ(E x(t ) − φ(t ))  0, (14)

where the matrix E = [E1T ... ETh ]T  nh is given, and Λ   hh is a positive definite

diagonal matrix. Note that for engineering applications, since the states of the systems

are amplitude-bounded, the characterization of the boundedness condition (14) is

always possible (Khalil, 2002). Since some nonlinearities, i.e., premise variables, of the

original complex plant can be retained in the consequent parts with φ (t ) of the T-S

fuzzy models, this N-TS fuzzy modelling generally requires less fuzzy rules, i.e., local

sub-models, than the classical T-S fuzzy modelling with linear consequents (Takagi, &
Sugeno, 1985). Using the PDC concept, a fuzzy state feedback controller of the N-TS

system (13) is given in the following form, where the nonlinearity φ (t ) is incorporated

into the control scheme:

Control rule i :
IF z1 (t ) IS M i1 AND ... AND z p (t ) IS M ip (15)
THEN u(t ) = K xi x(t ) + K i φ(t ), i = 1...r.

where the control gains K xi   mn and K i   mh , for i = 1...r , are to be determined.

It is clear that using the same fuzzy inference method, the N-TS fuzzy model (13) and

its state feedback controller (15) can be respectively obtained as

r
x (t ) =  hi (z(t ))[ A i x(t ) + B i u(t ) + G i φ(t )] (16)
i =1

and

r
u(t ) =  hi (z(t ))[K xi x(t ) + K i φ(t )]. (17)
i =1

Remark 1. It can be seen that if G i = 0 in (13) and K i = 0 in (15), for

i = 1...r , then the N-TS fuzzy system (13) (respectively the fuzzy controller (15))

reduces to the classical T-S fuzzy system (2) (respectively the fuzzy controller (6)),

widely studied in the fuzzy control literature. Therefore, N-TS fuzzy models encompass

the classical T-S fuzzy models as a special case. Then, one can follow the same

approach as Chapter 14 in (Tanaka, & Wang, 2004) to demonstrate that N-TS fuzzy

models can be used as a universal approximator for smooth nonlinear control systems.

Exploiting the boundedness condition (14), and similar Lyapunov candidate

functions as the case of the classical T-S fuzzy systems, N-TS fuzzy-model-based
control approaches have been actively developed for nonlinear control of complex

systems (Dong, Wang, & Yang, 2010; Coutinho, Araujo, Nguyen, & Palhares, 2020;

Araujo, Coutinho, Nguyen, & Palhares, 2021; Xie, Yang, Wan, Xia, & Shi, 2022). In

particular, an N-TS fuzzy static output feedback controller was developed in (Nguyen,

Coutinho, Guerra, Palhares, & Pan, 2021) for nonlinear systems subject to state and

control input constraints, where the sector-bounded nonlinearity φ (t ) was also

incorporated in the construction of the nonquadratic Lyapunov function to further

reduce the control design conservatism. As illustrated in these references, N-TS fuzzy

model-based control approaches can offer less conservative design results and less

computational burden than classical T-S fuzzy model-based approaches. In particular,

using N-TS fuzzy modelling, an effective solution has been recently proposed for the

challenging T-S fuzzy observer design with unmeasured premise variables, where all

the unmeasurable premise variables of the original plant are isolated in the nonlinear

consequents (Pan, Nguyen, Guerra, & Ichalal, 2020; Nguyen, Pan, Guerra, & Wang,

2020; Quadros, Leite, & Palhares, 2022; Peixoto, Nguyen, Guerra, & Palhares, 2023).

Polynomial fuzzy systems. As suggested in (Tanaka, Yoshida, Ohtake, &

Wang, 2008), a polynomial fuzzy model can be described as

Model rule i :
IF z1 (t ) IS M i1 AND ... AND z p (t ) IS M ip (18)
THEN x (t ) = A i (x(t ))xˆ (x(t )) + B i (x(t ))u(t ), i = 1...r ,

where A i (x(t ))   nn and B i (x(t ))   nm are polynomial matrices in x(t ) , and

xˆ (x(t ))   n is a column vector whose entries are all monomials in x(t ) . Following a

similar defuzzification procedure as the case of the classical T-S fuzzy system, the

polynomial fuzzy model (18) can be represented by


r
x (t ) =  hi (z(t ))[ A i (x(t ))xˆ (x(t )) + B i (x(t ))u(t )]. (19)
i =1

Inspired by the PDC control concept, the following polynomial fuzzy controller can be

constructed to stabilize the system (19):

Control rule i :
IF z1 (t ) IS M i1 AND ... AND z p (t ) IS M ip (20)
THEN u(t ) = K i (x(t ))xˆ (x(t )), i = 1...r ,

which can be represented in a compact form as

r
u(t ) =  hi (z(t ))K i (x(t ))xˆ (x(t )). (21)
i =1

The closed-loop polynomial fuzzy system can be formed from (19) and (21) as

r r
x (t ) =  hi (z (t ))h j (z (t ))[ A i (x(t )) + B i (x(t ))K j (x(t ))]xˆ (x(t )). (22)
i =1 j =1

For stability analysis and control design of the fuzzy model (19), the following

polynomial Lyapunov candidate function has been widely used:

V (x) = xˆ T (x)P(x)xˆ (x), (23)

where P(x)   nn is a symmetric positive definite polynomial matrix. The control

problem related to the polynomial fuzzy system (22) is to determine the feedback gains

K j (x(t )) , for j = 1...r , and the polynomial Lyapunov matrix P (x) such that x(t ) → 0 ,

when t →  , with the standard assumption that xˆ (x(t )) = 0 if and only if x(t ) = 0 . The

control design conditions are recast in the form of the sum of squares (SOS) constraints,
which can be effectively solved using the well-known Matlab SOSTOOLS toolbox

(Prajna, Papachristodoulou, & Parrilo, 2002).

Remark 2. As in the case of N-TS fuzzy models, it can be highlighted that if

xˆ (x(t )) = x(t ) , and A i (x(t )) , B i (x(t )) , K i (x(t )) and P (x) are constant matrices, for

i = 1...r , then the polynomial fuzzy model (19) reduces to the T-S fuzzy model (3), and

the polynomial Lyapunov function (23) is the same as the classical quadratic Lyapunov

function. Hence, the SOS-based approaches to polynomial fuzzy models encompass the

classical LMI-based approaches to T-S fuzzy models as a special case. Therefore, it is

expected that polynomial fuzzy model-based approaches using SOS tools can provide

significantly more relaxed stability results than the classical LMI-based T-S fuzzy

approaches (Tanaka, Yoshida, Ohtake, & Wang, 2008; Sala, & Arino, 2009).

Similar to classical T-S fuzzy model-based approaches, the main research issues

to be considered when investigating the stability of the polynomial fuzzy system (22)

are related to the types of Lyapunov candidate functions used for stability analysis, the

explicit dependency of the information of the membership functions in the stability

analysis conditions, and the convexification techniques used for stability analysis and

control design. These research issues are directly related to the design conservatism, the

numerical computational burden, and the applicability of polynomial fuzzy model-based

approaches. A deeper discussion on all these aspects concerning polynomial fuzzy

systems can be found in the recent survey (Lam, 2018). It is important to note that

despite their appealing theoretical interests, there are only very few successful

engineering applications of polynomial fuzzy model-based approaches. Qi, Liu, Ataka,

Lam, & Althoefer (2016) presented a notable kinematic polynomial fuzzy model-based

control method with experimental validations for continuum manipulators, whose

Jacobian is not required to be continuously updated for end-effector trajectory tracking


tasks. However, most of the papers on SOS-based polynomial fuzzy approaches found

in the current literature are essentially illustrated with simple academic examples and

simulation results.

2.2. Model-based fuzzy control for mechatronics applications


Due to their effectiveness and systematic designs, T-S fuzzy model-based approaches

have been largely applied to the control and estimation problems of engineering

applications, especially in mechatronics. A selected list of references related to the use

of T-S fuzzy control techniques for aerospace and marine applications, robotics and

biomechanics applications, and automotive and transportation applications, is presented

hereafter.

Aerospace and marine applications. A T-S fuzzy integral sliding mode control

method was proposed in (Hu, Wu, Hu, & Gao, 2013) for the control problem of flexible

air-breathing hypersonic vehicles subject to non-symmetric dead zone nonlinearities.

The authors in (Sun, Xu, & Li, 2017b) dealt with the T-S fuzzy model-based finite-time

sampled-data control for a flexible spacecraft system. For finite-time attitude

stabilization purposes of the flexible spacecraft, a fault-tolerant fuzzy switching

controller was developed under the presence of stochastic actuator failures and sampled-

data control inputs. The authors in (Aslam, Tiwari, Pandey, & Band, 2023) investigated

an H∞ attitude control method for sustainable hypersonic vehicles with Markovian jump

parameters, whose dynamics were approximated using Taylor’s expansion and T-S

fuzzy linearization approaches. A coupled Lyapunov function was used to derive the

conditions for stochastic T-S fuzzy controller design while guaranteeing a predefined

H∞ performance level. A fuzzy adaptive sliding mode control method for attitude

tracking control of a flexible spacecraft in (Li, Liu, & Shi, 2020), where the authors

explicitly considered configuration misalignment and input dead-zone in the control


design while achieving the global asymptotic stability of attitude tracking errors. Based

on the online estimation of actuator faults, an active fault-tolerant tracking control

scheme was developed in (Jiang, Gao, Shi, & Xu, 2010) for a near-space vehicle,

represented by a T-S fuzzy model. Note that the proposed fault-tolerant tracking control

method does not depend on any fault detection and isolation mechanism, making it

more suitable for real-time implementation in aerospace engineering applications. The

distributed attitude control for spacecraft formation flying systems was investigated in

(Zhang, Zhang, & Zhang, 2017), where T-S fuzzy modelling was used to represent the

nonlinear spacecraft attitude dynamics. Using Lyapunov stability, a modified distributed

fuzzy-based H∞ controller was proposed to stabilize the attitude of the multispacecraft.

In (Li, Dai, Song, Wang, & Du, 2019), the authors presented a T-S fuzzy fault-tolerant

attitude tracking control method for Mars entry vehicles subject to disturbances and

actuator failures, where a fuzzy line-integral Lyapunov function was used to guarantee

the closed-loop stability with satisfactory disturbance attenuation level under actuator

faulty situations. Based on an event-triggered mechanism, a networked T-S fuzzy

controller was proposed in (Ma, Nie, Yu, Hu, & Peng, 2020) for underactuated

unmanned surface vehicles, where LMI-based control design conditions were

established using a Lyapunov-Krasovskii functional. Considering the network-induced

characteristics, a network-based T-S fuzzy dynamic positioning controller was

developed for an unmanned marine vehicle in network environments in (Wang, Han,

Fei, & Peng, 2018a), where the asynchronous difference of the normalized membership

functions between the marine vehicle and its controller was explicitly considered in the

control design. In (Zhang, Ye, Feng, & Li, 2021), the authors developed an event-based

T-S fuzzy dynamic positioning control method for unmanned marine vehicles under

network communication constraints and Deny-of-Service (DoS) attacks. The event-


triggering threshold of the event-triggering mechanism was optimized using a Q-

learning algorithm to reduce the communication loads, and the observer and controller

design conditions were derived via a piecewise Lyapunov function to guarantee the

closed-loop global exponential stability. Based on a quantized feedback sliding mode

control technique, a fault-tolerant control method for dynamic positioning of unmanned

marine vehicles, represented by a T-S fuzzy model with unknown membership

functions, was proposed in (Hao, Zhang, Li, Lin, & Chen, 2021). The thruster faults

were dealt with using a switching mechanism, while the time-varying delay effects were

considered via an improved dynamic quantization parameter adjustment strategy. T-S

fuzzy event-triggered sliding mode control was also proposed in (Zhang, Yao, Xing, &

Feng, 2022) for unmanned underwater vehicles under multiple practical constraints,

where LMI-based design conditions were established to ensure the existence of a

practical sliding mode and the stability of the sliding motion while avoiding the Zeno’s

effect in the proposed event-triggering mechanism. The authors in (Cheng, Zhang, Xie,

Zhang, & He, 2023) designed an adaptive T-S fuzzy dynamic positioning control of

unmanned surface vehicles against DoS attacks, where an adaptive multievent-triggered

mechanism was proposed to dynamically adjust the event-triggered thresholds for data

transmission improvements. T-S fuzzy modelling was considered in (Shi, Sun, & Hou,

2023) to represent the nonlinear dynamics of unmanned surface vehicles subject to

external disturbances and actuator faults. Then, a disturbance observer and an extended

state observer were developed to estimate external disturbances, unmeasured states and

actuator faults for sampled-data dynamic positioning output feedback controller design.

Another sampled-data fuzzy controller was designed in (Kim, Lee, & Joo, 2021) for a

quadrotor unmanned aerial vehicle, whose dynamics can be represented as a

decentralized T-S fuzzy model. The LMI-based sampled-data tracking control design
conditions were derived using a time-dependent Lyapunov-Krasovskii functional and a

reference model. A fault-tolerant T-S fuzzy controller was developed in (Li, Xu, & Yu,

2022) for underwater vehicles, where the event-triggering mechanism was designed

using multiple past sampled data to decide the next release instant. Based on the

canonical Bessel-Legendre inequality, the proof for the asymptotic stability of the T-S

fuzzy delayed underwater vehicle system was established.

Due to the high complexities of aerospace and marine systems, most of the

existing T-S fuzzy control approaches were validated in simulations. Further

experimental or hardware-in-the-loop tests must be carried out to further evaluate the

practical performance and the real-world applicability of these control results.

Automotive and transportation applications. The authors in (Tang, Du, Sun,

Ning, Xing, & Li, 2016) developed a state-observer-based T-S fuzzy control method for

a semi-active quarter-car suspension installed with a magnetorheological damper.

Experimental tests were performed with a quarter-car test rig under different road

excitations to demonstrate the effectiveness of the proposed fuzzy control algorithm. To

consider simultaneously the varying sprung and unsprung masses, the unknown actuator

nonlinearity, and the suspension performances in the control design, an adaptive sliding-

mode controller was developed in (Li, Yu, Hilton, & Liu, 2012), whose design

conditions are expressed in the form of an optimization problem. Other H∞ T-S fuzzy

controllers were also proposed for active suspension systems with random actuator

delay in (Han, Zhong, Chen, & Tang, 2019), and in the presence of sprung mass

variation while reducing the motor wear in (Shao, Naghdy, & Du, 2017). A disturbance-

observer-based T-S fuzzy controller was proposed in (Ning, Sun, Zhang, Du, Li, &

Zhang, 2017) for an active seat suspension. The disturbance observer was used to

compensate the disturbances caused by frictions, and modelling errors. Moreover, the
T-S fuzzy technique was leveraged to improve the control performance by considering

different drivers’ weights in the control design. Extensive simulations and experiments

were carried out to validate the effectiveness of the proposed T-S fuzzy controller. A

switched T-S fuzzy method was proposed in (Qing, Hongliang, Songlin, Weiwei, &

Yongfeng, 2023) for continuous damping control of semi-active suspensions, where the

asymmetry saturation of the control current was explicitly considered in the PDC-based

state feedback controller design. Extensive simulation and experimental results were

carried out under various transient excitation conditions to demonstrate the

improvements of the proposed fuzzy control method in terms of ride comfort and road

handling. The authors in (Jeong, & Choi, 2021) proposed a magnetorheological damper

fault diagnosis algorithm using only two accelerometers, which are commonly available

for commercial vehicles. To this end, a T-S fuzzy unknown input observer was

developed for the estimation of the vehicle suspension system subject to damper

hysteresis and unknown road elevation. Moreover, a data-driven machine learning

algorithm was used to generate a fault flag, which not only minimizes design efforts but

also ensures optimal performance as illustrated by experimental results obtained with a

quarter-car test rig. A fuzzy reduced-order observer was developed in (Zhu, & Li, 2019)

to estimate the unknown shaft torque of an integrated motor-transmission system, where

the T-S fuzzy modelling was used to deal with the system nonlinearity caused by the air

drag torque. As shown by the simulation results, the transient estimation performance

can be enhanced with the pole placement technique, while the robustness with respect to

the road condition variations was guaranteed with a robust H∞ filtering approach. A T-S

fuzzy unknown input observer was proposed in (Li, Liu, & Shi, 2020) to estimate the

transmission input-output shaft torque and the drive wheel speed for a hybrid

powertrain system. The effectiveness of the proposed reduced-order Luenberger


observer was experimentally validated under different operating modes. Based on

another unknown input T-S fuzzy observer scheme, the authors in (Losero, Lauber, &

Guerra, 2018) developed a virtual strain gauge, where the observer design was

performed in the angular domain. This fuzzy observer scheme was applied to estimate

the engine torque and the clutch torque via the angular deflection of a dual-mass

flywheel, which is crucial for powertrain management in the automotive industry. T-S

fuzzy control techniques have been successfully applied to various robust path tracking

or lateral control problems of intelligent vehicles with experimental validations

(Nguyen, Sentouh, & Popieul, 2018; Guo, Wang, Luo, & Li, 2020; Nguyen, Sentouh,

Zhang, & Popieul, 2019b; Liang, Feng, Lu, Yin, Zhuang, & Mao, 2023). In particular,

to reduce communication resources at the channel level, a decentralized event-triggered

scheme was recently investigated in (Zhang, Hu, Zhang, Bian, Nguyen, & Ding, 2023)

for path-tracking control of autonomous vehicles. The vehicle lateral dynamics were

described using T-S fuzzy framework and the uncertainties of the cornering stiffness

coefficients were considered in the LMI-based control design via a norm-bounded

approach. The proposed event-triggered control method was validated with a high-

fidelity CarSim vehicle model to highlight its effectiveness in terms of path-tracking

performance and communication resources reduction. Moreover, to avoid using

expensive on-board vehicle sensors for control purposes, T-S fuzzy output feedback

control with or without using observer structures has been investigated while

considering the actuator saturation constraints (Hu, Chen, & Wang, 2020; Nguyen,

Rath, Guerra, Palhares, & Zhang, 2020) or the effects of friction forces (Alcalá, Puig, &

Quevedo, 2019). T-S fuzzy model-based observers have been proposed for the

estimation of vehicle states and various related unknown variables. For instance, based

on a N-TS fuzzy representation of the vehicle nonlinear dynamics, fuzzy unknown input
observers were developed and real-time validated in (Nguyen, Campos, Guerra, Pan, &

Xie, 2021; Nguyen, Dinh, Guerra & Pan, 2021) to cope with nonlinear descriptor

systems and simultaneously estimate the lateral speed, steering input, and effective

engine torque, which are key components influencing vehicle handling, stability control,

and fault diagnosis in autonomous ground vehicles (Pan, Nguyen, Guerra, Sentouh,

Wang, & Popieul, 2022). To further improve the estimation performance in the case

where the vehicle system is subject to modelling uncertainties and unknown inputs, a

feedforward neural network, designed with a data-driven uncertainty identification

approach, was incorporated in a T-S fuzzy reduced-order observer scheme in (Nguyen,

Nguyen, & Delprat, 2023). The effectiveness of the proposed neural-network-based T-S

fuzzy observer was experimentally validated with an autonomous vehicle on a real test

track. To deal with the time-varying driver characteristics while considering the human-

machine interaction involved in the driving process, T-S fuzzy state feedback shared

controllers were developed in (Nguyen, Sentouh, & Popieul, 2016; Benloucif, Nguyen,

Sentouh, & Popieul, 2019; Fang, Wang, Wang, Liang, Liu & Yin, 2023) for driver-

automation cooperative path tracking control. To avoid the use of costly vehicle

sensors, fuzzy output feedback shared controllers have been also investigated for co-

driving control with and without requiring an observer, see for instance (Li, Xie, Zhao,

Gao, Hu, & Wong, 2021) and (Nguyen, Sentouh, & Popieul, 2017; Ding, Shan, Han,

Jiang, Peng, & Liu, 2022), respectively. The driver-in-the-loop test results, obtained

with these fuzzy human-machine cooperative control methods, showed that the path

tracking performance, the vehicle stability and the driving comfort are significantly

improved while the potential driver-automation conflicts can be mitigated when the

driver-automation interaction can be explicitly considered in the T-S fuzzy shared

controller designs. Apart from automotive and intelligent vehicles applications, T-S
fuzzy control techniques were also successfully explored in railways engineering, e.g.,

for high-speed train control with experimental tests (Tasiu, Liu, Yan, Chen, Hu, & Wu,

2020; Tasiu, Wang, Liu, Zhang, Zhang, Meng, & Zhao, 2023).

Networked nonlinear systems. Nowadays, the fuzzy control problem for

networked nonlinear systems is a hot topic. As stated in (Precup, Preitl, Petriu, Bojan-

Dragos, Szedlak-Stinean, Roman, & Hedrea, 2020), the presence of time delay in both

the control signal and the sensor measurement transmission in networked control

systems creates challenging control problems. One such problem is the transcendental

characteristic equation of the control system, which is not simple even if linear

controlled processes and controllers are assumed, and numerical problems have to be

solved. Networked nonlinear systems can be viewed in the framework of mechatronics,

exemplified with telesurgical applications (Precup, Haidegger, Preitl, Benyó, Paul, &

Kovács, 2012), event-triggered path tracking control considering roll stability under

network-induced delays for autonomous vehicles (Viadero-Monasterio, Nguyen,

Lauber, Boada, & Boada, 2023), fuzzy model-based nonlinear networked control

systems (Qiu, Gao, & Ding, 2016), and event-triggered control with unreliable

communication links (Li, Chen, Wu, & Lam, 2017). The up-to-date literature on this

topic includes the representative results dealing with the distributed PI state estimation

problem for nonlinear systems over sensor networks (Wang, Wang, Zou, Chen, & Yue,

2023), T-S fuzzy systems under FlexRay communication protocol (Wang, Wang, Zou,

Ma, & Dong, 2023), PID-fuzzy control of nonlinear systems subjected to controller

parameter disturbances over mixed fading channels (Wang, Wang, Zou, & Dong, 2022),

and finite-horizon energy-to-peak state estimation of networked linear time-varying

systems (Zou, Wang, Shen, Dong, & Lu, 2023).


Robotics, biomechanics and other mechatronics applications. Based on the

PDC concept, a T-S fuzzy controller was proposed in (Guechi, Lauber, Dambrine,

Klančar, & Blažič, 2010) for non-holonomic vehicles subjected to delayed

measurements. A nonlinear predictor observer was designed to estimate the robot state

variables while accounting for the constant time-delayed outputs. Both simulation and

experimental tests were performed to illustrate the effectiveness of the proposed T-S

fuzzy tracking-error model-based approach. Sun et al. developed a switched T-S fuzzy

control method for wheeled mobile robots in (Sun, Chen, Wang, & Huang, 2017a),

where the visual odometry was leveraged for robot localization purposes. Moreover, the

robot stabilization and practical constraints on visual odometry can be practically

ensured using Lyapunov stability theory as illustrated with suitable experimental tests.

Using a T-S fuzzy descriptor control approach, PDC-based controllers were investigated

in (Vermeiren, Dequidt, Afroun, & Guerra, 2012; Nguyen, Nguyen, Dequidt,

Vermeiren, & Dambrine, 2019) for the tracking control of planar parallel robots and

serial robots, respectively, where parametric uncertainties were considered in the fuzzy

control design using norm-bounded techniques. Extensive comparative studies using

computer simulations were performed together with different conventional control

strategies in robotics to evaluate the tracking control performance. Nikdel et al.

investigated the fuzzy model-based control problem for flexible joint robots with

experimental validations in (Nikdel, Hosseinpour, Badamchizadeh, & Akbari, 2014). To

improve the control performance of the proposed PDC-based state feedback controller,

the Hybrid-Taguchi genetic algorithm was employed to select the control parameters. A

T-S fuzzy model-based controller was developed in (Wen, Hu, Lv, Wang, & Peng,

2019) for the trajectory tracking of a humanoid robot NAO manipulator, where a Q-

learning reinforcement learning algorithm was used for robot trajectory planning with
the possibility of obstacle avoidance. Both simulation and experimental results were

presented to illustrate the tracking control effectiveness of the proposed T-S fuzzy

controller and Q-learning-based trajectory planning algorithm. For biomechanics and

rehabilitation applications, in (Guelton, Delprat, & Guerra, 2008), a descriptor fuzzy

proportional-integral (PI) observer was proposed to real-time estimate the joint torques

and angular velocities in human stance from angular positions. By experimental results,

the authors showed that the proposed T-S fuzzy observer can outperform the well-

known inverse dynamics joint torques estimation method in terms of robustness with

respect to disturbances/uncertainties. PI descriptor fuzzy observers and descriptor fuzzy

controllers were also investigated in (Blandeau, Estrada-Manzo, Guerra, Pudlo &

Gabrielli, 2018; Guerra, Blandeau, Nguyen, Srihi, & Dequidt, 2020) to study the sitting

control strategies of persons living with spinal cord injury (SCI). Despite some

preliminary test results, further experimental investigations should be performed to

thoroughly validate the proposed model-based approaches for these challenging SCI

biomechanics applications with a highly complex system modelling level. In order to

control the knee joint angle movement of paraplegic patients through electrical

stimulations, a T-S fuzzy regulator was developed in (Gaino, Covacic, Cardim,

Sanches, De Carvalho, Biazeto, & Teixeira, 2020), where a simple method was used for

system discretization and then T-S fuzzy modelling. Experiments with a paraplegic

volunteer and a healthy person showed that predefined design specifications (stability,

decay rate, and input constraints) can be achieved under small sampling periods. T-S

fuzzy-model-based approaches using Lyapunov stability theory and LMI-based design

techniques have been successfully applied to many other mechatronics applications,

including two-wheel inverted pendulum systems (Huang, Wang & Chiu, 2010),

overhead crane systems (Aguiar, Leite, Pereira, Andonovski, & Škrjanc, 2021), variable
speed wind turbines (Bououden, Chadli, Filali, & El Hajjaji, 2012; Schulte, & Gauterin,

2015), and hydraulic turbines (Ma, & Wang, 2021; Tian, Wang, Chen, & Yang, 2021).

Robustness with respect to parametric uncertainties is a crucial closed-loop

property for control engineering applications. An alternative solution to overcome the

design conservatism due to the classical norm-bounded approach (Tanaka, & Wang,

2004) complex nonlinear systems, is based on the interval type-2 fuzzy modelling

(Lam, & Seneviratne, 2008). Different from the classical T-S fuzzy system, whose

grades of membership are fixed, those of the interval type-2 fuzzy system may vary

within a certain range to capture the system uncertainties. Considerable research efforts

have been devoted to developing a systematic control framework for interval type-2

fuzzy systems (Lam, 2018). However, despite their theoretical interests, the application

of interval type-2 fuzzy-model-based approaches to real-world engineering systems is

still limited. Some notable mechatronic applications based on LMI-based design

techniques with experimental validations can be mentioned such as the robust control of

a bolt-tightening tool mounted on a robot arm (Lam, Li, Deters, Secco, Wurdemann, &

Althoefer, 2013), a planar snake robot (Bhandari, Raj, Pathak, & Yang, 2022), and a

vehicle sensor fault estimation application (Liu, Chen, Na, Luo, & Zhang, 2020).

3. Data-driven fuzzy control

As stated in (Precup, Preitl, Petriu, Roman, Bojan-Dragos, Hedrea, & Szedlak-Stinean,

2020), in contrast to model-based control, data-driven control or data-based control

avoids the system (namely the process) identification by constructing controllers

directly from data without identifying a system (or process) model. For this reason,

data-driven control is also referred to as model-free control, i.e., model-free in

controller tuning. In addition, Li, Yuan, Li, & Zhu (2022) consider that model-free

control achieves model-free operation such that the dynamics and the stability
performance of a control system are robust to process model variations. This paper uses

the term “data-driven” instead of the term “model-free” because there are data-driven or

data-based, or model-free control techniques that use non-parametric process models or

closed-loop control system models expressed in the time domain or the frequency

domain. Nevertheless, the book (Precup, Roman, & Safaei, 2021) considers both “data-

driven” and “model-free” terms in the discussion of several controllers. In addition to

this book, a useful discussion on model-based versus data-driven control, which has

inspired and continues to inspire future research directions, is provided in (Hou, &

Wang, 2013). A thorough analysis of data-driven control techniques, focusing on a

representative one, is presented in (Chi, Hui, & Hou, 2022).

As stated in (Precup, Preitl, Petriu, Roman, Bojan-Dragos, Hedrea & Szedlak-

Stinean, 2020), the model-free tuning of fuzzy controllers is an alternative approach to

their model-based design discussed in the previous section, in order to benefit from the

advantages of data-driven control and fuzzy control and, if possible, to mitigate their

shortcomings. Indirect data-driven fuzzy control in the sense of model-free tuning of

fuzzy controllers was first proposed and applied in (Preitl, Precup, Fodor, & Bede,

2006; Preitl, Precup, Preitl, Vaivoda, Kilyeni, & Tar, 2007; Precup, Preitl, Rudas,

Tomescu, & Tar, 2008) and continued in (Roman, Precup & David, 2018; Roman,

Precup, Bojan-Dragos, & Szedlak-Stinean, 2019; Precup, Roman, & Safaei, 2021;

Roman, Precup & Petriu, 2021; Precup, Preitl, Bojan-Dragos, Hedrea, Roman, & Petriu,

2022), mainly dealing with hybrid data-driven and fuzzy controllers through structures

that combine data-driven control and fuzzy control to incorporate model-free features in

fuzzy control system structures. The direct data-driven fuzzy control ensures the data-

driven tuning of the parameters of the fuzzy controllers.


This section will focus on the classification of data-driven controllers conducted

in (Precup, Roman, & Safaei, 2021) in terms of analysing mechatronics applications of

these controllers in fuzzy control. Both indirect and direct data-driven fuzzy control

techniques are discussed. A classical indirect data-driven fuzzy control technique will

be briefly presented in the last part of this section.

A convenient way to guarantee the performance of data-driven fuzzy systems is

to use optimal control, i.e., to express the performance specifications in terms of

optimization problems where the variables are represented by the parameters of the

fuzzy controllers. These optimization problems are then solved in various one-shot or

iterative formulations, which are briefly discussed in the context of the data-driven

control techniques discussed below. The robustness and stability guarantees of data-

driven fuzzy systems are challenging. These will be discussed in Section 5, and the

information provided in (Precup, Roman, & Safaei, 2021) can be used for the stability

analysis and guarantee.

In the literature, different perspectives are used to classify the data-driven

control techniques. For example, the structure of the control system is considered in

(Hou, & Zhou, 2013), which leads to two categories. In the first category, the controller

structure with one or more unknown parameters is assumed to contain the optimal

controller obtained from experimental knowledge of the process or the process

structure; the controller design is then transformed into a direct identification problem

to compute the controller parameters. The second category concerns controllers

designed based on certain functional approximations or equivalent descriptions of the

process, such as neural networks, fuzzy models, or Taylor series approximation; the

controller parameters are then tuned by minimizing a specified objective function

(which plays the role of performance criterion) using the input-output data, including
both offline and online data. This section will discuss, as carried out in (Precup, Roman,

& Safaei, 2021), the techniques associated with these controllers, divided into two

categories that aim their implementation, namely iterative ones and non-iterative or one-

shot ones. The most successful data-driven control techniques considered in (Precup,

Roman, & Safaei, 2021) will be briefly discussed below, supporting them with classical

and recent results in combination with fuzzy control in mechatronics applications.

Iterative Feedback Tuning (IFT) (Hjalmarsson, Gunnarsson, & Gevers, 1994;

Hjalmarsson, Gevers, Gunnarsson, & Lequin, 1998; Hjalmarsson, 2002) is a well-

established iterative data-driven technique that iteratively tunes controller parameters

along the gradient direction of an objective function. IFT is applicable when an initial

appropriately parameterized controller that ensures a finite value of the objective

function is assumed to be known (Preitl, Precup, Preitl, Vaivoda, Kilyeni, & Tar, 2007;

Jung, Jeon, Kang, & Oh, 2021). IFT is applied in (Precup, Preitl, Rudas, Tomescu, &

Tar, 2008; Precup, Radac, Tomescu, Petriu, & Preitl, 2013) in the indirect data-driven

fuzzy control approach for tuning PI fuzzy controllers for servo systems with

experimental validation. IFT is also applied in (Precup, Tomescu, Radac, Petriu, Preitl,

& Dragos, 2012) in the same indirect approach to the tuning of state feedback fuzzy

controllers for three tank systems with experimental validation.

Model-Free Adaptive Control (MFAC) is attractive because it uses online input-

output data collected from the process (Hou, & Huang, 1997; Yu, Wang, Bu, & Hou,

2020). The MFAC structures are based on local dynamic linearized models of the

process, and the control algorithms are formulated in a similar manner to model-based

predictive control. Three types of dynamic linearization data models are included in

MFAC structures: Compacted Form Dynamic Linearization (CFDL) (Hou, & Jin,

2011a; Hou & Jin, 2011b), Partial Form Dynamic Linearization (PFDL) (Hou, & Jin,
2011b) and Full Form Dynamic Linearization (FFDL) (Hou, 1999). A fuzzy logic-based

adjustment strategy is utilized in (Wang, Yang, Liang, Liu, Wang, & He, 2018b) to

select either MFAC or data-driven Iterative Learning Control (ILC) and appropriate

control algorithm parameters at different control stages, and applied to control of a

spray fluidized bed granulation process with simulated validation. MFAC is modelled

as a fuzzy relational model in (Kadri, & Hussain, 2010) and applied to cooling coil

control with simulated validation. The performance of MFAC with CFDL is improved

in (Roman, Precup, Bojan-Dragos, & Szedlak-Stinean, 2019; Roman, Precup, Petriu,

Hedrea, Bojan-Dragos, & Radac, 2019) by replacing the linear PD component of the

control law with a PD-fuzzy component with experimental validation on tower crane

systems. Hybrid model-free adaptive fuzzy controllers with tower crane systems

experimental validation are reported in (Precup, Roman, & Safaei, 2021).

According to (Preitl, Precup, Preitl, Vaivoda, Kilyeni, & Tar, 2007), Iterative

Learning Control (ILC) ensures that the performance of control systems that repeatedly

perform the same tasks can be improved using the experience gained from previous

experiments in control system operation. This performance improvement is important

for two reasons. First, ILC can be formulated as the iterative solution of a parametric

optimization problem that ensures the minimization of an objective function to meet the

performance indices imposed on the control system; this can be viewed in the general

context of learning. Second, since ILC generally does not act on the controller

parameter but on the control system structure outside the controller, it can be applied to

reference input tuning in two-degree-of-freedom control system structures, with

beneficial effects on the control system behaviour with respect to both reference and

disturbance inputs.
ILC has been treated recently in the framework of data-driven control, and a

thorough analysis of both theory and applications is conducted in (Chi, Hui, & Hou,

2022). Other relevant results in this regard are optimal data-driven ILC (Chi, Hou,

Huang, & Jin, 2015), constrained data-driven optimal ILC (Radac, Precup, & Petriu,

2015; Chi, Liu, Zhang, Hou, & Huang, 2018), MIMO ILC (Bolder, Kleinendorst, &

Oomen, 2018), data-driven terminal ILC (Bu, Zhu, Hou, & Liang, 2020), and the

analysis of ILC in the condition of incomplete information (She, 2018). An adaptive

fuzzy ILC algorithm with learning capabilities offered by the fuzzy logic part is

designed in (Yu, & Hou, 2021) and applied to the control of high-speed trains with

simulated validation. A fuzzy model is included in (Liu, Illian, Leonhardt, & Misgeld,

2023) in the ILC algorithm for rehabilitation exoskeletons with compliant joints with

experimental validation. A fuzzy logic-based gain scheduling of PD type ILC scheme is

applied in (Yan, Guo, Zhang, Yan, & Liu, 2020) to air-conditioning control systems

with experimental validation. A fuzzy dynamic model of a human-exoskeleton is

embedded in (He, Li, Li, Liu, & Wu, 2022) in an adaptive robust ILC scheme that also

includes a certain neural network architecture, and the control system structure is

validated by digital simulation results. Three ILC schemes are applied in (Precup, Preitl,

Tar, Tomescu, Takács, Korondi, & Baranyi, 2008) in the indirect data-driven fuzzy

control approach to the tuning of PI-fuzzy controllers for servo systems with

experimental validation.

According to (Precup, Roman, & Safaei, 2021), Reinforcement Learning (RL) is

a data-driven and machine learning (ML) technique whose specific feature is the use of

information gathered from interactions with the environment. The RL problem is

formulated in the Markov decision process framework using dynamic programming to

solve the optimization problem that ensures optimal reference tracking. An RL agent
performs actions in the environment and adjusts its knowledge about itself and the

environment based on the reward it receives. This process is applied iteratively and

incrementally, so that the RL agent gets better and better at choosing actions that

maximize or minimize rewards (Sutton, & Barto, 2017). As pointed out in (Sutton,

Barto, & Williams, 1992), RL is a viable technique that solves optimal reference

tracking problems and bridges the gap between ML and control. In this context, the RL

agent is the controller that automatically learns how to modify its parameters and how

to control a process based on the feedback (i.e., reward) it receives from it (Busoniu, de

Bruin, Tolić, Kober, & Palunko, 2018). A neural fuzzy controller is designed in (Guo,

Lama, Jiang, & Zhou, 2014) to combine the strengths of fast online learning and self-

adaptation of neural networks and fuzzy control for automated server parameter tuning

with experimental validation. A fuzzy integral RL-based fault-tolerant control algorithm

is proposed in (Zhang, Zhang, Cai, & Han, 2019) to combine an RL technique and a

fuzzy-enhanced model, and applied to a single-link robotic arm system and pitch-rate

control of F-16 fighter aircraft with simulated validation. A deep Q-network is

combined with fuzzy logic in (Chen, Hu, Tang, & Cheng, 2022) to address autonomous

driving with experimental validation. The inputs of a Q-learning scheme are fuzzified in

(Yin, & Li, 2022) to ensure generation control of power systems with simulated

validation. A fuzzy integral RL-based tracking control algorithm is proposed in (Zhang,

Zhang, Mu, & Sun, 2019) and applied to a single-link robotic arm system with

simulated validation. An adaptive neuro-fuzzy controller is constructed in

(Tooranjipour, & Vatankhah, 2018) to reduce the number of rules using the quaternion

backpropagation concept and using RL to evaluate the output value produced by the

critical neural network; this controller is applied to chaotic spinning disk control with

simulated validation.
Model-Free Control (MFC) (Fliess, & Join, 2009; 2013) combines the popular

and widely used PI and PID controllers, as well as Proportional (P) controllers, with an

intelligent term that compensates for the effects of nonlinear dynamics, disturbances,

and uncertain parameters. These controllers are referred to as intelligent P, intelligent

PI, and intelligent PID controllers. An integral local model of the process is used and its

identification is not required. The experimental validation of hybrid model-free fuzzy

controllers with tower crane systems is reported in (Precup, Roman, & Safaei, 2021).

Fuzzy logic is exploited in a second-order intelligent PI controller with twin rotor

aerodynamic systems experimental validation in (Roman, Precup, & David, 2018).

Merah, Hartani, Yazid, & Chikouche (2022) combined a hybrid fuzzy system to control

the suspension damper with an intelligent PID-fuzzy controller to manage the in-wheel

dynamic vibration absorber. They developed an integrated full-vehicle suspension

system aimed at jointly improving ride comfort and road holding. To enhance passenger

comfort and vehicle stability regardless of road conditions, fuzzy logic was applied in

(Unnithan, & Subramaniam, 2022) to control the semi-active stability augmentation

system of a large van. A type-1 fuzzy attitude controller was developed to mitigate loop

interactions and to address limitations in optimizing control gains between heave and

pitch with roll motions. In the inner loop, a Mamdani interval type-2 fuzzy logic

controller was used for ride control to accommodate system uncertainties and

nonlinearities.

Active Disturbance Rejection Control (ADRC) (Gao, 2006) uses an extension of

the system model with an additional and fictitious state variable that models the

unmodeled dynamics of the controlled process. This virtual state is estimated online by

an extended state observer and then used in the control signal to decouple the system

from the actual disturbance acting on the controlled process. Fuzzy control replaces PID
control in (Feng, Zhang, Gao, & Li, 2021) in ADRC applied to hypersonic aircraft with

simulated validation. Fuzzy control adjusts online the parameters of the state error

nonlinear control law in (Shen, Xu, Chen, & Xia, 2023) in ADRC applied to an

unmanned helicopter with simulated validation. Fuzzy logic is used in (Li, Sung, Guo,

& Liu, 2022) to smoothly correlate ADRC and MFAC in the control of two-degrees-of-

freedom inflatable robotic arms with experimental validation. The performance of

ADRC is improved in (Roman, Precup, & Petriu, 2021) by replacing the linear PD

component of the control law with a PD-fuzzy component with experimental validation

on tower crane systems.

A direct data-driven fuzzy controller based on fuzzy arithmetic operations and

the identified fuzzy model of the controlled process is proposed in (Dombi, & Hussain,

2019) and applied to vehicle lateral dynamics with simulated validation. A direct data-

driven fuzzy controller based on interval type-2 distending function and the identified

fuzzy model of the controlled process is proposed in (Dombi, & Hussain, 2023) and

applied to a quadcopter with simulated validation. An optimal fuzzy controller was

proposed in (Yuan, Nguyen, & Zhou, 2021) for semi-active air suspensions of heavy

trucks, where the fuzzy control rules are optimized by the genetic algorithm. Based on

the optimal fuzzy control scheme and the data map of the random road surfaces, an

adaptive network-based fuzzy inference system was developed to enhance the ride

comfort and road friendliness of heavy trucks.

As specified in (Precup, Roman, & Safaei, 2021), IFT is a representative data-

driven technique, which aims to minimize objective functions J that are specific to

Linear Quadratic Gaussian (LQG) controllers expressed as

N
1
J (χ ) = E{{[Ly (q −1 )y(k , χ )]2 + [ Lu (q −1 )u (k , χ )]2 }}, (24)
2 N k =1
where χ is the parameter vector of the controller, L y (q −1 ) and Lu (q −1 ) are weighting

filters that penalize the output error (or the tracking error) y and the control input (or

the control signal) u to give importance to certain frequency regions, q −1 is the unit

delay operator, referred to also as the backward shift operator,  is the control signal

weighting parameter, k is the discrete time index, and N is the number of samples or

the length of the experiment (the trial). The mathematical expectation E{} is taken

with respect to the stochastic probability distribution of the disturbance inputs applied to

the process and thus affects the control system behaviour. The disturbance inputs are

assumed to be zero mean discrete-time stochastic processes, and it is also assumed that

sequences in different experiments are mutually independent in order to obtain unbiased

estimates of the gradient.

The expression of the vector variable of the objective function in (24), which is

also the parameter vector χ of the controller, is

χ = [1  2 ...  n ]T  n , (25)

where l , l = 1...n , are the controller tuning parameters. The expression J (χ ) of the

objective function in (2.1) should be specified, including the weighting filters L y (q −1 ) ,

Lu (q −1 ) and the weighting parameter  , such that the minimization of the objective

function will ensure the fulfilment of the performance specifications imposed on the

control system. The expression of the output error (or the tracking error) y ( k , χ ) is

y(k , χ ) = y(k , χ ) − yd (k ), (26)

where y ( k , χ ) is the controlled output and y d (k ) is the output of the reference model,

i.e., the desired output of the control system to be tracked by the controlled output.
The objective of IFT is to compute the optimal parameter vector χ * as the

solution to the optimization problem

χ * = arg min J (χ ), (27)


χ

which minimizes the objective function J expressed in (2). The expression of the

optimal parameter vector χ * is

χ * = [1* *2 ... *n ]T  n , (28)

where *l , l = 1...n , are the optimal tuning parameters of the controller.

As pointed out in (Precup, Roman, & Safaei, 2021), the major hint in solving the

optimization problem in (27), which represents an optimal control problem, is the

computation of the gradient of the objective function with respect to the controller

parameters. The specific feature of IFT is that an estimate of the gradient of the

objective function with respect to the controller parameters can be obtained by

conducting special “gradient” experiments on the control system at each iteration of

IFT, thus obtaining the data-driven estimation of the gradient.

In the IFT algorithm, the solution is approached iteratively using different

gradient-based search algorithms as, for example, the Gauss-Newton scheme expressed

as the following IFT algorithm, which represents the parameter update law

 J 
χ [i +1] = χ [i ] −  [i ] (R[i ] ) −1 est  (χ [i ] ), (29)
 χ 

where i , i  N , is the iteration number, the superscript [i ] indicates the value of a

 J 
certain scalar or vector or matrix at iteration i , the vector est  (χ [i ] ) is the estimated
 χ 
gradient, the parameter  [i ] ,  [i ]  0 , is the step size of the current iteration, and R [i ] is

a positive definite regular matrix, which typically chosen to be equal to an estimate of

the Hessian matrix of J or to the identity matrix.

The Single Input-Single Output (SISO) control system structure with the IFT

algorithm is presented in Figure 2, where: IFTA – the Iterative Feedback Tuning

algorithm, PS – the performance specifications applied to IFT in order to define the

objective function in (2), RM – the reference model, r – the reference input or the set-

point, e = r − y – the control error

e = r − y, (30)

u – the control signal or the control input, and d – the disturbance input. As illustrated

in Figure 2, the controller should be parameterized by the parameter vector χ . In

addition, all signals in the control system are assumed to be differentiable with respect

to χ .

Figure 2. SISO control system structure with IFT algorithm (Precup, Roman, & Safaei,
2021).

Considering a linear controller in Figure 2, the general IFT algorithm dedicated

to one-degree-of-freedom SISO controllers is organized in terms of the following steps

(Precup, Roman, & Safaei, 2021):


Step IFT1. The reference model is set and the expression of the objective

function in (24) is formulated and its parameters are set such that the minimization of

the objective function by solving the optimization problem defined in (27) ensures the

fulfilment of the performance specifications imposed to the control system. The

parameters specific to the parameter update law given in (29) are set. An initial

appropriately parameterized controller, which ensures a finite value of the objective

function in (2), is designed and tuned. The number of iterations is set.

Step IFT2. A first experiment, referred as to the normal experiment, is conducted

using the reference input r{1} = r applied to the control system, where the notation { j} ,

j  {1,2} , is used for the subscript that is inserted to certain variables in order to specify

the number of the experiment conducted with the control system. The normal

experiment is conducted in terms of the control system structure given in Figure 2. The

control signal u{1} , the controlled output y{1} and the control error e{1} are measured.

Step IFT3. A second experiment, referred to as the gradient experiment, is

conducted using the reference input r{2} = e{1} applied to the control system in terms of

the control system structure given in Figure 2. The control signal u{2} and the controlled

output y{2} are measured.

y u
Step IFT4. The estimated expressions of (k , χ ) and (k , χ ) , namely
χ χ

 y   u 
est  (k , χ ) and est  (k , χ ) , respectively, are computed using (Precup, Roman,
 χ   χ 

& Safaei, 2021)

 y  1 C −1
est  (k , χ ) = −1
 (q , χ )  y{2} (k , χ ), (31)
 χ  C (q , χ ) χ
 u  1 C −1
est  (k , χ ) = −1
 (q , χ )  u{2} (k , χ ), (32)
 χ  C (q , χ ) χ

where the controller is characterized by the discrete transfer function C ( z −1 , χ ) , which

illustrates that it should be suitably parameterized by the parameter vector χ expressed

C −1
in (25). The gradient of the controller transfer function, (q , χ ) , is a column matrix
χ

expressed as

C −1 C −1 C −1 C −1
(q , χ ) = [ (q , χ ) (q , χ ) ... (q , χ )]T , (33)
χ 1  2  n

where all derivatives are assumed to exist. The two estimates in (31) and (32) are next

substituted in the following relationship to calculate the estimated gradient of the

 J 
objective function, i.e., est  (χ ) as in (Precup, Roman, & Safaei, 2021):
 χ 

 J  1 N  y 
est  (χ ) = {L y (q −1 )y (k , χ )est  (k , χ )
 χ  N k =1  χ 
(34)
 u 
+ L y (q −1 )u (k , χ )est  (k , χ )}.
 χ 

The values of y ( k , χ ) and u (k , χ ) are taken from the normal experiment and next used

in (34).

Step IFT5. The next parameter vector χ [ i +1] is computed in terms of applying the

parameter update law expressed in (29).

Step IFT1 is carried out once. Steps IFT2 to IFT5 are repeated for a predefined

number of iterations set in step IFT1. The above steps clearly show that the controller

parameter tuning is carried out without using the process model in terms of executing
two experiments per iteration and additional computation, thus ensuring the iterative

experiment-based performance improvement of the control system via the numerical

solving of the optimization problem defined in (27).

The steps IFT1 to IFT5 are applied to linear controllers. However, in the indirect

IFT approach applied to fuzzy controllers, the linear controllers are replaced by fuzzy

controllers. As proceeded in (Precup, & David, 2016), cost-effective PI-fuzzy

controllers are next briefly discussed because they can be extended relatively easily to

PID-fuzzy controllers and transformed in particular forms of PD-fuzzy controllers. Two

versions of PI-fuzzy controllers are next considered (Precup, & Preitl, 1999a): the PI-

fuzzy controller with integration of controller output (PI-FC-OI), and the Proportional-

Integral-fuzzy controller with integration of controller input (PI-FC-II), with the

structures given in Figure 3.

Figure 3. Structures of Proportional-Integral-fuzzy controllers (Precup, & David, 2016;


Precup, & David, 2022).

As shown in Figure 3, the two PI-fuzzy controllers are built around the Two

Inputs-Single Output Fuzzy Controller (TISO-FC), which is a nonlinear subsystem

without dynamics. In addition, the input variables are also scheduling variables. The

dynamics are inserted in PI-FC-OI by the numerical differentiation of the control error

e(k ) , leading to the increment of control error e(k ) = e(k ) − e(k − 1) , and the numerical

integration of the increment of control signal u (k ) = u (k ) − u (k − 1) , which gives the

control signal u (k ) . The dynamics is inserted in PI-FC-II by the numerical integration


of e(k ) producing the integral of control error e I (k ) = e I (k − 1) + e(k ) . It is assumed

that the nonlinear scaling factors of the input and output variables specific to TISO-FC

are inserted in the controlled process.

As specified in (Precup, & David, 2016; Precup, & David, 2022), the

fuzzification in TISO-FC that belongs to PI-FC-OI is done in terms of the input (and

also scheduling) and output membership functions illustrated in Figure 4 for Mamdani

PI-fuzzy controllers. The fuzzification in TISO-FC that belongs to PI-FC-II is done in

terms of the same membership functions as those specific to PI-FC-OI, but the input

variable e I (k ) is used instead of e(k ) , and the output variable u (k ) is used instead of

u (k ) . The relatively simple shape of the membership functions depicted in Figure 4,

which is reflected in a few parameters, contributes to ensuring the cost-effective

implementation of the fuzzy controllers. Other distributions of membership functions

can lead to the desired modification of FC nonlinearities. The Takagi-Sugeno-Kang PI-

fuzzy controllers make use of only the input membership functions illustrated in Figure

4.

Figure 4. Input and output membership functions of Mamdani PI-fuzzy controllers with
integration on controller output (Precup, & David, 2016; Precup, & David, 2022).

Both versions of Mamdani PI-fuzzy controllers, namely PI-FC-OI and PI-FC-II,

employ Mamdani’s MAX-MIN compositional rule of inference assisted by the


following rule base, exemplified for PI-FC-OI (Precup & David, 2016; Precup & David,

2022):

Rule 1 : IF e(k ) IS N AND e(k ) IS P THEN u (k ) IS ZE ,


Rule 2 : IF e(k ) IS ZE AND e(k ) IS P THEN u (k ) IS PS,
Rule 3 : IF e(k ) IS P AND e(k ) IS P THEN u (k ) IS PB,
Rule 4 : IF e(k ) IS N AND e(k ) IS ZE THEN u (k ) IS NS,
Rule 5 : IF e(k ) IS ZE AND e(k ) IS ZE THEN u (k ) IS ZE , (35)
Rule 6 : IF e(k ) IS P AND e(k ) IS ZE THEN u (k ) IS PS,
Rule 7 : IF e(k ) IS N AND e(k ) IS N THEN u (k ) IS NB,
Rule 8 : IF e(k ) IS ZE AND e(k ) IS N THEN u (k ) IS NS,
Rule 9 : IF e(k ) IS P AND e(k ) IS N THEN u (k ) IS ZE ,

and the centre of gravity method for singletons is used in the defuzzification module of

the fuzzy controllers. The inference engines of both versions of Takagi-Sugeno-Kang

PI-fuzzy controllers are based on the SUM and PROD operators assisted by the

following rule base, exemplified for PI-FC-OI (Precup, & David, 2016; Precup, &

David, 2022):

Rule 1 : IF e(k ) IS N AND e(k ) IS P THEN u (k ) = K P1 [ e(k ) +  1e(k )],


Rule 2 : IF e(k ) IS ZE AND e(k ) IS P THEN u (k ) = K P2 [ e(k ) +  2 e(k )],
Rule 3 : IF e(k ) IS P AND e(k ) IS P THEN u (k ) = K P3 [ e(k ) +  3 e(k )],
Rule 4 : IF e(k ) IS N AND e(k ) IS ZE THEN u (k ) = K P4 [ e(k ) +  4 e(k )],
Rule 5 : IF e(k ) IS ZE AND e(k ) IS ZE THEN u (k ) = K P5 [ e(k ) +  5 e(k )], (36)
Rule 6 : IF e(k ) IS P AND e(k ) IS ZE THEN u (k ) = K P6 [ e(k ) +  6 e(k )],
Rule 7 : IF e(k ) IS N AND e(k ) IS N THEN u (k ) = K P7 [ e(k ) +  7 e(k )],
Rule 8 : IF e(k ) IS ZE AND e(k ) IS N THEN u (k ) = K P8 [ e(k ) +  8 e(k )],
Rule 9 : IF e(k ) IS P AND e(k ) IS N THEN u (k ) = K P9 [ e(k ) +  9 e(k )],

and the weighted average method is applied in the defuzzification module.

Using the PI-fuzzy controller structures descried above, the rule bases given in

(35) and (36) make these controllers behave as bumpless interpolators between

separately designed PI controllers. The maximum number of such controllers is nine,


and the following conditions ensure the interpolation between only two separately

designed PI controllers in the case of Takagi-Sugeno-Kang PI-fuzzy controllers

(Precup, & David, 2016; Precup, & David, 2022):

K P1 = K P2 = K P4 = K P5 = K P6 = K P8 = K P9 = K P , K P3 = K P7 =  K P ,
(37)
1 =  2 = 3 =  4 = 5 =  6 =  7 = 8 = 9 = .

The unified design methodology of these fuzzy controllers consists of the

following design steps for Mamdani and Takagi-Sugeno-Kang PI-fuzzy controllers

considered in their PI-FC-OI versions (Precup, & David, 2016):

Step FC1. The continuous-time design and tuning of the linear PI controller with

the transfer function C (s )

k c (1 + T i s) 1
C ( s) = = k C (1 + ), k C = k c Ti (38)
s Ti s

is carried out, and it leads to the controller gain k c (or k C depending on the expression

of the PI controller transfer function) and integral time constant T i .

Step FC2. The sampling period T s is set according to the requirements of quasi-

continuous digital control. Tustin’s method is next applied to discretize the continuous-

time linear PI controller, and the recurrent equation of the incremental digital PI

controller is

u(k ) = K P [e(k ) +  e(k )], (39)

where the expressions of the parameters K P and  that appear in (37) and (39) are

(Precup, & David, 2016)


Ts
K P = k c (T i − 0.5T s ),  = . (40)
T i − 0.5T s

The parameter  , with typical values 0    1 , is introduced in (37) to alleviate

the overshoot of the fuzzy control system when both inputs have the same sign. These

PI-fuzzy controllers can also be applied to the control of non-minimum phase systems

with right half-plane zeros, where such rule bases produce the alleviation of the

downshoot as well.

Step FC3. The modal equivalence principle (Galichet & Foulloy, 1995) is

applied to map the linear controller parameters onto the PI-fuzzy controller ones. The

application of this principle to the Takagi-Sugeno-Kang PI-FC-OI leads to the tuning

condition (Precup, & David, 2022)

Be =  Be , (41)

and the application to the Mamdani PI-FC-OI leads to the tuning conditions (Precup, &

David, 2016)

Be =  Be , Bu = K P  Be . (42)

The tuning conditions for the Mamdani PI-FC-II are (Precup, & Preitl, 1999b)

1
Be = Be , Bu = K P Be , (43)

and the tuning condition for the Takagi-Sugeno PI-FC-II is (Precup, & David, 2016)

1
Be = Be . (44)

As specified in (Precup, & David, 2016; Precup, & David, 2022), the value of

the parameter Be in (41) – (44) must be set by the designer. This can be carried out

according to the designer’s experience, and the stability analysis of the fuzzy control

system can be conducted in this regard in terms of the results presented in the previous

section, but the data-driven feature of the fuzzy controller could be lost. The systematic

tuning of the parameter Be can be done in terms of defining and solving optimization

problems, where this parameter is one of the elements of the vector variables of the

objective functions.

Concluding, the indirect IFT approach applied to fuzzy controllers consists of

the steps FCIFT1 and FCIFT2:

Step FCIFT1. The steps IFT1 to IFT5 of the IFT technique are applied to the

linear PI controllers.

Step FCIFT2. The parameters of the linear controllers are mapped on to the

parameters of the PI-fuzzy controllers in terms of the steps FC1 to FC3.

This approach has been applied successfully in (Precup, Preitl, Rudas, Tomescu,

& Tar, 2008; Precup, Radac, Preitl, Petriu, & Dragos, 2009) to the IFT-based

performance improvement of fuzzy controllers for servo systems. Additional details on

the application of the step FCIFT1 are given in (Roman, Precup, Hedrea, Preitl,

Zamfirache, Bojan-Dragos, & Petriu, 2022). Although this indirect approach affects the

optimality, which actually represents a shortcoming, the experimental results reported in

this context clearly show the performance improvement of the control system as a direct

result of applying IFT.

4. Evolving fuzzy control

Fuzzy control systems have proven countless times that they can effectively control
complex nonlinear systems, as shown in Sections 2 and 3. The field has matured over

time and has established links with several related research areas. The introduction of

the Takagi-Sugeno fuzzy model, which has similarities with linear systems, has

facilitated the introduction of the established approaches to the control of linear

systems. The adaptive approach was one of the first to be adopted. Adaptive fuzzy

control offers several advantages because it is known for its adaptability, allowing it to

adjust parameters in real time as system conditions change. This adaptability leads to

improved performance, especially for nonlinear and time-varying systems, and

operation in the presence of uncertainties. Additionally, it reduces the need for manual

tuning and can lead to better control results.

However, Figure 1 (b) shows that there are several points in the control loop

where adaptation can be introduced:

• The simplest approach is to introduce adaptation into the defuzzification module

or, equivalently, into the parameters of the fuzzy rule consequents. This is

particularly straightforward when the consequents take the form of affine

functions. This approach led to adaptive fuzzy control, for which there exist

many direct and indirect schemes in the literature (Wang, 1993; Yin, & Lee,

1995; Blažič, Škrjanc, & Matko, 2003). It soon became clear that the full

potential of adaptive fuzzy control could not be achieved without extending

adaptation to other components of the fuzzy control system.

• The next step towards evolving systems is to introduce the ability to adjust

membership functions so that they effectively capture the input-output

relationships of the system. In the case of nonlinear systems, these relationships

can vary across different regions of the input space. Consequently, a more

accurate fuzzy approximation can be achieved with fewer rules compared to


static membership functions. However, there are potential risks associated with

implementing these on-line tunings, particularly as their success depends on the

quality of the data. The process of adjusting membership functions to better

represent input data is similar to clustering techniques, which group data points

based on similarity, revealing inherent clusters, and the latter has often been

used in evolving systems.

• When adaptation is introduced to all components of the fuzzy control system, we

refer to such a system as an evolving intelligent control (EIC) system. Like any

evolving intelligent system (EIS), an EIC uses machine learning algorithms to

learn from data streams, but the specific task of an EIC is to adapt and evolve

the control strategy accordingly. The main difference with adaptive control is

that not only the parameters but also the structure of the control systems are

adapted and improved over time in response to changing environment or new

information. In particular, this refers to the case where the number of rules in the

inference module adapts over time. New rules may be added, obsolete rules may

be removed, and existing rules may be combined or split. Not all EICs have all

of these features, but at least one of these operations must be implemented to

classify a control system as an EIC.

4.1. Learning in EIS


An EIS is essentially a nonlinear mapping that transforms its inputs into

corresponding outputs. One of the key steps in the implementation of the evolving fuzzy

system is the appropriate parameterization of the three modules: fuzzification,

defuzzification, and the inference system. As a result, the approximation of the EIS

output is expressed as a function of the inputs and the initially unknown parameters.

The learning capabilities of the EIS are introduced through adaptive laws that govern
gradual parameter updates and a mechanism that allows changes in the structure by

adjusting the number of fuzzy rules. If properly designed, the evolving nature of the EIS

allows it to continuously refine its input-output mapping to the desired one with an

arbitrarily small error.

Learning the parameters in the rule consequents of Takagi-Sugeno models is

generally straightforward, as these parameters are often linear with respect to the output.

Established adaptive laws from adaptive fuzzy systems derived by gradient descent of

the cost function or using Lyapunov stability theory can be applied. This typically

results in a form of recursive least squares estimation.

The fuzzification module offers considerable flexibility in the development of

evolving algorithms, with various options available for calculating the degree of

fulfilment of fuzzy rules. In the field of evolving fuzzy systems, these approaches can

be broadly categorized into two main groups:

• Degrees of membership are calculated using traditional membership

functions, e.g. Gaussian, triangular, and trapezoidal.

• Membership degrees are calculated based on the relative position of the

current data to the cluster centres (closer data points have higher

membership in the respective cluster). Some of the most commonly used

approaches are fuzzy c-means fuzzification, which uses Euclidean distance,

and Gustafson-Kessel fuzzification, which uses Mahalanobis distance. A

slightly different approach is kernel-based fuzzification, which uses a kernel

function centred on each cluster to determine the degree of membership

(Graves, & Pedrycz, 2010).

Adaptation of fuzzification parameters typically uses adaptive laws or

optimization techniques, with gradient descent being a common approach. For


membership functions, parameter updates involve adjusting their shape, width and

position. In the case of clustering techniques, the parameters that define the position and

shape of the clusters are updated accordingly.

Evolving fuzzy systems include mechanisms for adding new membership

functions or new clusters based on estimated improvements in the cost function.

However, these algorithms tend to be conservative in deciding when to expand the

fuzzy model structure, requiring a significant improvement in the cost function before

introducing changes. Fuzzy rules can also be deleted. This is typically done when a rule

contradicts other rules in its vicinity. In addition, rules may be deleted if they have had a

consistently low degree of fulfilment in the past, and/or if they have been created and

updated with “old” data. Some evolving fuzzy systems also provide mechanisms for

merging and splitting rules. However, it is important to note that similar results can

often be achieved by using adding and pruning mechanisms alone. Because there is so

much freedom in designing an EIS, almost every paper proposes some variation of an

existing evolving approach.

4.2. Stability considerations


The stability of control systems is a fundamental aspect that determines their behaviour

and performance over time. Feedback, a key concept in control theory that makes

control so powerful, can induce system instability if not appropriately designed. The

introduction of adaptation into control systems inherently introduces non-linearity, even

within linear control systems. This can lead to significant stability challenges when

seemingly small deviations from the initial assumptions occur. The initial excitement

about the practical applications of adaptive control waned after the tragic accident of the

X-15-3 aircraft in 1967. Early indications of the vulnerabilities of adaptive control led

to a shift in research focus to stability. Addressing stability is complex due to the


multiple feedback loops present in adaptive control systems. Most research relies on

Lyapunov functions for stability analysis. Robust adaptive control aims to develop

control strategies and techniques that can effectively deal with uncertainties, unmodeled

dynamics, variations and disturbances in a system while ensuring stability and

performance. Many ideas borrowed from the theory of robust adaptive control have

been introduced into adaptive fuzzy control to ensure system stability for a certain class

of nonlinear systems.

As adaptation is integrated into more control subsystems, the complexity of the

stability analysis increases. In the context of EICs, stability analysis becomes more

complex due to potential changes in control structure and strategies. Another important

aspect of EICs is the quality of available training data, which is essential to ensure

system stability and robustness. As a result, conservative updates to control strategies

that have undergone at least some validation may be preferable to introducing poor

models obtained during transients, where the quality of the data may be questionable.

4.3. Control laws in EIC


Evolving intelligent systems were originally developed to model systems in supervised

contexts where input/output data are accessible during learning (Angelov, & Buswell,

2001; Kasabov, & Song, 2002) with rare early papers dealing with control (Angelov,

2004). The evolving approach has been successfully used in several applications where

stability is not the primary concern, such as prediction and forecasting, fault detection

and diagnosis, data mining, pattern recognition, and classification, and can be extended

to other types of fuzzy models, such as type-2 fuzzy models (Juang, & Tsao, 2008).

In control, however, the fundamental presence of a control loop requires that the

control design remains based on stability considerations. Looking at this problem from a

machine learning perspective, the control of dynamic systems, unlike modelling,


represents an unsupervised learning scenario since the target control law is not available

during learning. However, the control must be applied to the actuators at each sampling

time, and a poor choice of control at successive sampling times will result in degraded

performance. Therefore, the use of EIS for control purposes is inherently more

challenging than its use in various other contexts.

Various approaches are used to address this issue, but most often the control is

built around a relatively simple and robust control structure that does most of the work

to achieve stabilization, while EISs are used to reduce modelling errors. In the

following, the approaches in the literature are classified according to this fixed-structure

primary means of stabilization.

4.3.1. Early (conservative) approaches

Some early papers dealing with EIC did not really solve the fundamental problem of

simultaneous control and controller evolving, but somehow simplified it. For instance,

in (Juang, & Lin, 1998), the structure of the evolving neural fuzzy inference network

was initially pre-trained using data collected during open-loop operation. Afterwards,

complete adaptation, with or without evolving mechanisms, was initiated to guide the

system toward the control objective. A similarly conservative approach was taken in

(Cara, Pomares, Rojas, Lendek, & Babuška, 2010), where the data are first kept in the

buffer before a special supervisory mechanism decides whether to form a new

membership function and on which variable. The modification of the structure of the

evolving controller is therefore based on the analysis of the error surface and the

determination of the input variables that are most responsible for the error. The

proposed algorithm was implemented to control a servo system consisting of a DC

motor with an extra weight.


Evolutionary algorithms and evolving systems have sometimes been confused.

Evolutionary algorithms, commonly used in optimization tasks, typically operate in an

offline fashion, iteratively refining solutions based on pre-defined objectives using

historical data. However, some systems that incorporate evolutionary algorithms as part

of their learning or adaptation mechanisms could be considered evolving systems. An

example can be found in (Lee, & Hallam, 1999) where the controller structure evolves

in real time based on a growing tree of logical operators and the fitness function

assigned to individual controllers. The approach has been successfully tested on a real

Khepera miniature robot performing various tasks such as obstacle avoidance, box

pushing and exploration.

A major problem with many evolving controllers is that the antecedent part of

the rule, especially when the membership functions are added, is completely

uninterpretable. This often leads to overlapping of the rules. In (Cara, Herrera, Pomares,

& Rojas, 2013), this problem is addressed by using a scatter partitioning of the input

space. Together with a singleton in the consequent of the fuzzy controller rules, this

leads to a nice interpretable surface of the controller mapping. The structure of the

controller is thus much more controlled and sudden loss of stability is unlikely, although

stability is not formally proven. The proposed controller is applied to an industrial

mechanical suspension system.

4.3.2. Sliding mode control

Perhaps the most common approach to solving the EIC design problem is to integrate an

evolving fuzzy system to emulate the “ideal controller” and a sliding mode controller

(SMC) to ensure system stability. Being stability-oriented, this method is based on the

construction of a Lyapunov function consisting of a term that is quadratic with respect

to the control error states e and a term that is quadratic with respect to the parameter
estimation errors (deviations from the "ideal" parameterization of the evolving fuzzy

control system). The task of control design is to find adaptive laws for parameter

estimates and a control law that together ensure that the derivative of the Lyapunov

function is negative (at least everywhere except in the region where the errors are

relatively small). The problem is that the effect of modelling errors (fuzzy modelling

errors, disturbances, parasitic dynamics) needs to be compensated. In the case of SMC,

this compensation is achieved by introducing an additive robustifying control input that

contains a switching or soft-switching function (usually the sign function). As a result,

the derivative of the Lyapunov function becomes less than a negative quadratic form of

e , ensuring that the error states e converge to 0 along the so-called sliding surface.

The drawback of this approach is that the control signal exhibits undesirable chattering.

All the methods discussed in this section guarantee closed-loop stability because the

control design is based on the concept of Lyapunov stability theory.

In (Chang, 2010) the combination of adaptive fuzzy control and sliding mode

control was proposed where the number of fuzzy rules is kept constant. The approach

was implemented to control a 2-DOF rehabilitation robot actuated by pneumatic muscle

actuators. In an early implementation of EIC (Park, Park, Kim, & Moon, 2005), the

approach follows similar lines to other papers dealing with adaptive fuzzy control, i.e.,

the algorithms are designed within the Lyapunov stability framework. However, unlike

the other approaches at the time, this paper introduced the mechanism of creating new

triangular membership functions, and thus new fuzzy rules, as needed. The stability is

achieved by adding the control term  sgn( k T e) , where k is a constant vector and  is

determined by the adaptive law. In the case of (Lu, Chang, & Tsai, 2011), the following

sliding surface is used:


t
s(t ) = e ( n −1)
(t ) + k n e ( n−2)
(t ) + ... + k 2 e(t ) + k1  e()d, (45)
0

where e(t ) is the control error while the constants k i , i = 1...n , are chosen so that all

roots of the polynomial s n + k n s n−1 + ... + k1 are located in the open left half-plane.

Similarly as before, the additive term takes the form of  sgn( s (t )) where s (t ) is

defined by (45). This is a very common solution that is used in many works discussed in

this section. Gaussian membership functions are utilized in (Lu, Chang, & Tsai, 2011),

and fuzzy rules can be either added or deleted from the rule base. The approach was

successfully validated through hardware implementation on an inverted pendulum

system.

In (Lin & Li, 2013), the evolving fuzzy system is used to replicate an ideal

control that results in perfect tracking of the reference model. Gaussian membership

functions with adaptive parameters are used, and a method for generating and

eliminating fuzzy rules is introduced. In the SMC term, soft switching is used

(implemented with the tanh function). The approach has been evaluated on a simulated

anti-lock braking system (ABS), demonstrating effective tracking and robust

performance under different road conditions and transitions between them. In (Hsu &

Wong, 2016), the evolving fuzzy system is again used to tune the primary controller,

while the additive SMC term includes the sign function. The number of fuzzy rules can

be increased or decreased based on the tracking performance. The algorithm is

implemented in a microcontroller to control a voice coil motor. The evolving fuzzy

control algorithm proposed in (Lin, Ramarao, & Gopalai, 2019) again gradually

constructs the main controller by adding and pruning the rules and adapting their

parameters, while an additive term contains another three-rule fuzzy system that serves

as a compensator to ensure the robust stability. The approach was successfully tested on
two complex simulated mechatronic systems, namely a double inverted pendulum

system and a biped robot.

The approach of (Han, Zhou, Qiao, & Feng, 2015) uses a linear controller to

stabilize the linearized dynamics, the EIC with changing structure is used to account for

the nonlinearity, while the third term again includes the sign function of the linear

combination of control error states.

The method proposed in (Ferdaus, Pratama, Anavatti, & Garratt, 2019; Ferdaus,

Pratama, Anavatti, Garratt, & Pan, 2020) introduces an EIS with the addition and

removal of fuzzy rules for primary control, supported by a sliding-mode controller

acting as an auxiliary robustifying control. The parameters of the sliding surface also

adapt in this approach. The algorithm is implemented using the C programming

language to facilitate easy transition to dedicated hardware. While testing has been

limited to simulated autonomous vehicles like bio-inspired flapping wing micro air

vehicles, quadcopters, and hexacopters, future plans involve experiments with real

flying devices.

The combination of an EIS and an SMC is also proposed in (Al-Mahasneh,

Anavatti, & Garratt, 2020), where they also introduce a dedicated database to store the

record of deleted nodes for future retrieval. The algorithm is used to control the angular

position of the NXT DC motor. A similar approach is used in (Huynh, Lin, Le, Le, Vu,

& Chao, 2022), where a self-organising structure can automatically add or prune the

layers to achieve an efficient network structure, while adapting the parameters of the

fuzzification and defuzzification module. The approach was successfully tested on a

simulated nine-link biped robot and a real magnetic levitation device. Another version

of the EIC supported by an SMC is proposed in (Ngo, Hoang, Tran, Nguyen, Nguyen,

& Le, 2022), where they also show the results of experimental validation on the
Quanser 2-DOF robot. In (Wang, & Fei, 2022), they also propose the combination of

the EIC and an SMC but the latter is a fractional-order SMC. As a result, the size of the

chattering is smaller than that of an ordinary integer-order SMC. The approach was

tested on a detailed simulated model of a MEMS gyroscope.

The approach in (Le, Lin, & Huynh, 2018) uses type-2 fuzzy functions. Similar

to the above approaches, an evolving fuzzy system with an adaptive number of fuzzy

rules plays the main role in the control. The additive term with the sign function again

helps to achieve stability. It is worth noting that the learning rates for the adaptive laws

are optimized using the PSO algorithm. A type-2 evolving fuzzy controller has also

been proposed in (Al-Mahturi, Santoso, Garratt, & Anavatti, 2023). It also uses an

evolving system to approximate the ideal controller, while robustness is ensured by the

term using the saturation function applied to s (t ) defined by (45). The algorithm was

tested on simulated tracking of a mobile robot.

4.3.3. Model reference adaptive control

A natural approach to the design of an EIC is to extend an adaptive fuzzy controller by

introducing the mechanisms to adjust the number of rules. In the case of a direct

adaptive fuzzy controller with fuzzy blending of individual control rules designed in the

Lyapunov stability framework, the extension with more fuzzy rules does not introduce

changes in the control law. Consequently, the stability of the whole system is not

compromised if the new rules are based on a sufficient amount of data. This statement is

an oversimplification of a very complex system and can only serve as a basic idea. A

thorough stability proof is required to provide guarantees.

In an early implementation of this approach (Phan, & Gale, 2008), the direct

adaptive fuzzy model reference control algorithm using triangular membership


functions was extended with the ability to add new membership functions. Their

number is limited by the user. Adaptive laws use parameter projection to prevent

parameter drift. The stability of the control system was proven and tests on an inverted

pendulum model showed good performance.

The EIC proposed in (Blažič, Škrjanc, & Matko, 2014) can be seen as an

extension of the direct fuzzy model reference adaptive control proposed in (Blažič,

Škrjanc, & Matko, 2003). It uses the same control law and the same adaptive law for the

control gains. The evolving part introduced in (Blažič, Dovžan, & Škrjanc, 2014) uses

the eFuMo method based on the Gustafson-Kessel clustering algorithm. This EIS is the

representative of the so-called incremental methods, which only implement the

mechanisms for adding new rules. The stability of the proposed EIC has been

demonstrated. In (Dovžan, Blažič, & Škrjanc, 2014), new evolving mechanisms were

introduced, allowing not only the addition of new rules but also their deletion, splitting

into two, or merging of two rules. The method was applied to the control of a detailed

simulated model of the helio-crane laboratory pilot device (Blažič, & Zdešar, 2017).

4.3.4. Auxiliary robust control

Research papers dealing with EIC often aim to simplify the core control stability

problem by proposing a dual-controller solution. The first controller, typically a robust

linear controller (referred to as the auxiliary controller), focuses on stabilizing the

feedback loop. Meanwhile, the second controller, which evolves over time, deals with

system nonlinearity and unmodeled dynamics.

The above approach was used in (Gao, & Er, 2003). This work applies to a

certain class of MIMO systems. The evolving part is based on a fuzzy network with

Gaussian membership functions and allows the addition and deletion of rules. The
stability of the system is proven in the paper. The approach has been used to control

simulated models of an inverted pendulum and a two-link robotic manipulator.

If it is looked carefully at the control law in (Gao, & Er, 2003), it becomes clear

that the inputs to both the linear (constant gain) auxiliary controller and the evolving

controller consist of error signals and their derivatives. Consequently, both controllers

can be considered as PD-like controllers. It will be shown that nonlinear PID control is

prevalent in the papers referred to in this section.

In (Chen, & Lin, 2011), a linear PD controller was used in the feedback, while

the evolving interval type-2 neural fuzzy network was used in the feedforward part.

Thus, the stability problem of the EIC was not an issue because the PD controller was

chosen by the designer. The proposed approach was used for high-precision motion

control of permanent magnet linear synchronous motor drives. A PD controller used as

a stabilizing controller is also proposed in (Ngo, & Phuong, 2015). However, in their

approach, an evolving wavelet fuzzy cerebellar model articulation controller was

applied in the feedback. The stability of the proposed solution is shown, and the control

is implemented on a three-link de-icing robot manipulator.

In (Hsu, 2013), an evolving functional-linked wavelet neural network is

proposed for control. The wavelet base functions are used at the input of the network.

The evolving algorithm can generate additional hidden neurons. Stability is proven in

the paper. The proposed control is applied to a DC motor. The control part of the

algorithm again has one input – the so-called sliding surface

t
s(t ) = e(t ) + k 2 e(t ) + k1  e()d. (46)
0
The sliding surface s (t ) can also be interpreted as the output of the PID

controller. The signal s (t ) is fed into the supervisory compensator, which is simply an

adaptive gain. The signal s (t ) also serves as the only input to the evolving part, which

shows that the total control input is the linear combination of the three components of

s (t ) . In other words, the controller is a nonlinear PID one.

A very similar approach from the control law perspective which can also be

interpreted as a nonlinear PID, is proposed in (El-Sousy, 2014), while the evolving part

features a different algorithm based on a recurrent radial-basis function network-based

evolving system. All control algorithms are implemented in a TMS320C31 DSP-based

control computer and experimentally tested on the torque control of the rotor position

for a permanent-magnet synchronous motor servo drive. The control algorithm

proposed in (El-Sousy, 2016) is very complex as it consists of three parts: a mixed

H2/H∞ controller, an evolving recurrent fuzzy wavelet neural network controller, and a

robust controller (again a PD). It is important to note, however, that the vector entering

all three parts is the same, namely a filtered tracking error vector. The paper includes

stability proof. The proposed approach has been implemented on a two-axis motion

control system (X-Y table) driven by two permanent-magnet linear synchronous motor

servo drives.

The following approaches use fuzzy rules with PID control actions in the rule

consequents. When these rules are combined, a nonlinear PID is again obtained. The

main question is how to define the control objective. This influences the design of the

parameter adaptive laws and evolving mechanisms. A very useful technique is to

introduce the reference model, i.e., the output of the plant should follow the reference

signal filtered through a reference model (typically a first-order linear system). In other

words, the evolving PID attempts to linearize the control system. However, in most
cases, the linearization is only approximate due to the limited degrees of freedom of the

controller. In (Škrjanc, Blažič, & Angelov, 2014), a robust evolving cloud-based

controller (RECCO) is proposed. This approach can be seen as an extension of direct

adaptive fuzzy control, where each fuzzy rule consists of a PID controller with adaptive

control gains in the consequent. The structure of the controller evolves over time based

on the distances in the input space where so-called data clouds are defined. The

approach also introduces several techniques from robust adaptive control (dead zone in

the adaptation law, parameter projection, leakage in the adaptation law, interruption of

adaptation) to improve the robustness of the system. After introducing normalizations in

the data and changes in the adaptation laws of the consequent parameters (Andonovski,

Blažič, Angelov, & Škrjanc, 2015; Andonovski, Angelov, Blažič, & Škrjanc, 2016), the

approach was also implemented on the plate heat exchanger device. A similar approach

where structure evolving is based on data clouds is used in (Andonovski, Mušič, Blažič,

& Škrjanc, 2016), where a new mechanism for removing the "less active" and "less

informative" clouds is introduced to prevent the addition of new clouds based on

outliers, or at least to help remove existing clouds with little information. Another

approach where evolving is based on data clouds is presented in (Angelov, Škrjanc, &

Blažič, 2013). The approach also features PID controllers in the rule consequents, but

new rules are added not only regarding the local density, but also considering the global

density, which indicates how representative a measurement is with respect to the entire

data distribution. The approach has been successfully applied to the laboratory pilot

plant of two tanks (Costa, Škrjanc, Blažič, & Angelov, 2013). In (Chen, & Liu, 2017),

an evolving probabilistic fuzzy neural network controller is proposed. The distinctive

feature is that the membership functions are asymmetric (different “standard deviations”

are used on either side of a Gaussian function). The algorithm includes the addition and
pruning of fuzzy rules. From a control point of view, the controller is a PD with

adaptive and nonlinear gains. The approach was implemented for position servo control

of a permanent magnet linear synchronous motor servo drive system with two position

commands tracking under different operating conditions.

4.3.5. Model predictive control

Another option in the feedback loop, when combined with an EIC, is model predictive

control (MPC). It has been applied in (Zdešar, Dovžan, & Škrjanc, 2014), where it

complements the feedforward part consisting of the inversion of the Takagi-Sugeno

fuzzy model. This approach does not require explicit optimization of the cost function,

as the optimization problem is solved analytically. Evolving of a fuzzy model is based

on the eFuMo model, which has the mechanisms for adding, deleting, merging and

splitting rules. The proposed approach was implemented on a helio-crane laboratory

pilot system.

In (Han, Zhang, Hou, & Qiao, 2016), a nonlinear MPC is developed based on an

evolving recurrent radial basis function neural network. The optimization problem is

formulated as minimizing the cost function over the horizon, which is achieved by

gradient optimization. A stability proof of the proposed scheme is given.

5. Conclusions and research challenges

A brief overview of mechatronics applications of fuzzy control has been presented in

this paper. The following classification of control systems was proposed and used for

this purpose: (i) model-based fuzzy control, (ii) data-driven fuzzy control, and (iii)

evolving fuzzy control. The applications highlighted in this paper cover several areas

beginning in 2011. However, papers published before 2011 have also been considered if

the authors believe they are representative of the topics discussed. There are several
challenges that deserve more study when considering fuzzy control from the point of

view of its applicability. Some of these challenges are discussed as follows.

Concerning fuzzy model-based approaches, a significant research effort has

been directed towards mitigating the conservatism in stability analysis and control

design. As previously discussed, this has been achieved by exploring more versatile

Lyapunov function candidates and employing effective convexification techniques to

reformulate the stability analysis and control design problems within an LMI

framework. An alternative approach to achieving more relaxed stability analysis results

involves improving the extraction and exploration of information about membership

functions during the design procedure. In spite of recent advances, these two research

directions still have the potential to yield highly impactful results in the field of fuzzy

model-based stability analysis (Lam, 2018).

Despite the maturity of fuzzy model-based approaches from a theoretical

perspective, with numerous existing results, their real-world applications remain

significantly limited in practice. Indeed, most of the existing engineering applications of

T-S fuzzy control and estimation are primarily limited to academic demonstrations, with

no notable industrial applications. This is primarily due to the fact that the numerical

complexity of the related stability analysis, observation and control design conditions

exponentially grows with respect to the number of premise variables (Tanaka, & Wang,

2004). Hence, T-S fuzzy model-based results are mostly suitable for systems with only

a few nonlinearities, which is generally not the case in complex industrial plants. As

previously discussed, several approaches have been developed to overcome this major

practical limitation (Dehak, Nguyen, Dequidt, Vermeiren, & Dambrine, 2022).

However, it is necessary to further investigate the trade-off between numerical

complexity, design conservatism, and the modelling uncertainties introduced by these


model-reduction approaches. Recently, data-based approaches have been proposed to

reduce the dimensionality of the premise variables, for instance, principal component

analysis (Kwiatkowski, & Werner, 2008) and deep neural networks (Koelewijn, & Tóth,

2020). However, these modelling approaches also suffer from significant drawbacks

related to approximation errors and their performance dependence on collected data. We

strongly believe that only a T-S fuzzy control/estimation framework with a low level of

numerical complexity, reasonable design conservatism, and simple tuning methods can

facilitate its practical application. The quest for such a T-S fuzzy framework remains an

open-ended question for the fuzzy control community, and it will undoubtedly inspire a

significant amount of research efforts in the future.

As suggested by Sugeno (1999), fuzzy models with singleton consequents, also

referred to as Mamdani-like fuzzy models, can be employed in nonlinear control and

analysis to mitigate the design conservatism associated with T-S fuzzy model-based

approaches. This is possible because the information from the triangular membership

functions of Mamdani-like fuzzy models can be explicitly incorporated into stability

analysis (Sugeno, & Taniguchi, 2004). Moreover, Mamdani-like fuzzy models are

particularly useful within industrial contexts to study complex plants with no acceptable

analytical descriptions as they can be conveniently implemented using look-up tables.

However, despite some recent advances to achieve convex LMI-based stability analysis

conditions for continuous-time case (Nguyen, Sugeno, Campos, & Dambrine, 2016) as

well as discrete-time counterpart (Nguyen, Dehak, Guerra, & Sugeno, 2023), Mamdani-

like fuzzy model-based approaches still remain computationally heavy, especially when

the number of piecewise regions becomes large. Moreover, the existing control design

of Mamdani-like fuzzy models is reformulated in a non-convex optimization problem

(Nguyen, Taniguchi, Eciolaza, Campos, Palhares, & Sugeno, 2019), which poses
additional challenges for real-time applications. Therefore, identifying pertinent

research directions aimed at reducing the computational load and establishing convex

control design conditions for Mamdani-like fuzzy models would constitute significant

contributions to fuzzy model-based approaches from both theoretical and practical

standpoints.

As stated in (Precup, Roman, & Safaei, 2021), the main shortcoming of data-

driven control is the difficulty of systematic stability and robustness analyses. In other

words, tuning to ensure tracking of the reference trajectory does not guarantee robust

stability and robust performance. This is normal, since these analyses require detailed

mathematical models of the controlled process. Nevertheless, the term “robustness”,

which in model-based control refers to the property of a controller to have low

sensitivity to modelling errors, is usually avoided in data-driven control. Since the

tuning process here is model-free, the use of the term “robustness” sounds ambiguous

and should be clarified. The stability analysis of a data-driven fuzzy control system is

challenging and the information given in (Precup, Roman, & Safaei, 2021) can be used

in this regard.

There is still a lot of room to develop various direct data-driven fuzzy controllers

in terms of proper modelling of the fuzzy logic subsystems of the controller so as to

successfully replace the linear subsystems in various data-driven controllers. The

following three data-driven control techniques that have the potential to be merged with

fuzzy control in direct and indirect approaches are presented next, the rest of them are

described in Chapter 2 in (Precup, Roman, & Safaei, 2021):

• Simultaneous Perturbation Stochastic Approximation (SPSA) (Spal, & Cristion,

1998; Wang, & Spall, 1998) is supported by the fact that, unlike deterministic

steepest descent algorithms, the gradient-based stochastic approximation


algorithms employed in IFT and SPSA use estimated gradients of the objective

function. If the gradients cannot be computed from real-time experimental data,

they must be estimated from the noisy measurements of the objective function

using finite difference approximations around the current operating point. SPSA

is advantageous because it reduces the implementation cost by requiring only

two evaluations of the objective function per iteration.

• Iterative Correlation-based Tuning (CbT) (Karimi, Mišković, & Bonvin, 2004;

Mišković, Karimi, Bonvin, & Gevers, 2007) operates in the model reference

control framework. The relationship between the reference input and the

tracking error is highlighted in the correlation function of the two signals when

the quasi-stationary framework is realistically assumed (Ljung, 1999). A

decorrelation procedure is applied to make the tracking error converge to zero.

The objective function depends on the correlation function of the two signals

(i.e., the reference input and the tracking error) and is minimized in an iterative

fashion. The initial controller in iterative CbT is usually linear and appropriately

parameterized, and it should ensure a finite value of the objective function.

• Frequency-domain Tuning (FdT) (de Bruyne, & Kammer, 1999; Kammer, de

Bruyne, & Bitmead, 1999; Kammer, Bitmead, & Bartlett, 2000) makes use of a

Linear-Quadratic (LQ) objective function that penalizes the tracking error in the

model reference control system, and it is minimized in the form of a variant of

the classical gradient-based stochastic approximation algorithm that is based on

estimating the gradient of the objective function. The objective function is

expressed in the frequency domain using Parseval’s theorem and next spectral

analysis techniques, which allow the calculation of different autocorrelation and

cross-correlation sequences of the control system signals. Spectral estimates are


obtained for the transfer functions involved in the FdT algorithm. The advantage

of FdT is the use of frequency response functions that are non-parametric

models. Thus, the derivatives of the objective function with respect to the

controller parameters are obtained in the frequency domain (Khadraoui,

Nounou, Nounou, Datta, & Bhattacharyya, 2014; da Silva Moreira, Acioli

Júnior, & Rezende Barros, 2018). Stability between two consecutive iterations is

ensured by calculating the Vinnicombe metric and the generalized stability

margin using nonparametric models obtained by spectral analysis.

The structures shown in Figure 1 can also be adapted to two-degree-of-freedom

(2-DOF) fuzzy controllers, which have been proposed in (Precup & Preitl, 1999b;

Precup, & Preitl, 2003) as fuzzy controllers with non-homogeneous dynamics with

respect to the input channels, and then applied to servo systems and electric drives

(Precup, Preitl, Petriu, Tar, Tomescu, & Pozna, 2009; Preitl, Stinean, Precup, Preitl,

Petriu, Dragos, & Radac, 2012). These structures can provide very good performance in

mechatronics applications with respect to both reference and disturbance inputs.

As discussed earlier, ensuring the stability of the control system is a crucial

requirement in the design of nonlinear control systems. Stability analysis of fixed-

structure fuzzy control systems is a challenging task, which becomes even more

difficult when the evolving nature of the controller is considered. Considering that the

controller evolving depends on the streaming data taken from different sources in the

complex control system, we realise that this process should not be left to run without

proper supervisory mechanisms installed.

Some challenges for future research on evolving control systems include:


• Introducing more robust adaptive approaches to the learning process. This

means that the adaptation of parameters and structure should be based on

conservative decisions to avoid the known mechanisms (such as parameter drift)

that lead to instability of adaptive control (Ioannou, & Kokotovic, 1984). The

proposed solutions to improve the robustness of the system, such as the use of a

dead zone, parameter projection, leakage, etc., should also be tailored to the

adaptation of the structure.

• Improving the interpretability of evolving control systems. Evolving control

systems have moved away from the initial concept of early fuzzy control

systems, where linguistic rules were translated into fuzzy logic rules.

Interpretability may not be a major concern for most automation users.

However, a significant problem related to poor interpretability arises from rules

that are obviously flawed and should not be there, but which produce

unfavourable effects in specific operating regions. These problematic rules are

typically created from short sequences of bad data or data taken during

transients. They are activated in limited operating ranges, making it difficult to

detect poor control. Therefore, continuous monitoring of the rule base is

necessary to improve system robustness.

• Long-term autonomy and learning. Evolving control systems should be able to

continuously learn and adapt over long periods of time. This includes

mechanisms to retain knowledge, adapt to new circumstances and avoid

forgetting previously learned information. The aim is to ensure that evolving

control systems can provide efficient, accurate and contextually appropriate

control decisions throughout their operational lifetime, minimising the

detrimental effects of memory degradation or outdated knowledge. Achieving


long-term autonomy is fundamental to the sustainable and effective use of these

systems in various domains.

These challenges will attract both researchers and practitioners. The authors are

convinced that the number of successful mechatronics applications of fuzzy control will

continue to grow.

Acknowledgements. This work was supported by the grant of the Romanian Ministry
of Education and Research, CNCS - UEFISCDI, project number PN-III-P4-ID-PCE-
2020-0269, within PNCDI III. Anh-Tu Nguyen was supported in part by the French
Ministry of Higher Education and Research, in part by the National Center for Scientific
Research (CNRS); in part by the European Community, the Délégation Régionale à la
Recherche et à la Technologie; in part by the Hauts-de-France region under the project
RITMEA. This work has been done within the framework of the CoCoVeIA project
(ANR-19-CE22-0009-01) and the HM-Science project (ANR-21-CE48-0021), funded
by the Agence Nationale de la Recherche. The financial support from the Slovenian
Research Agency (Research Program P2-0219) is also acknowledged.

Data availability statement

Data sharing is not applicable to this article as no new data were created or analyzed in

this study.

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