İbrahim Mızrak,Halim Alwi,Christopher Edwards

  • İbrahim Mızrak: Exeter Üniversitesi
  • Halim Alwi: Exeter Üniversitesi
  • Christopher Edwards: Exeter Üniversitesi
  •  Year : 2025
  •  Vol : 4
  •  Issue : 2
  •  Page : 223-251
This article presents a Fault Tolerant Control (FTC) scheme for an octoplane UAV, a fixed-wing unmanned aerial vehicle (UAV) equipped with eight vertical rotors, using sliding mode control (SMC) allocation. The proposed approach requires the design of only a single baseline controller that is effective under fault-free and fault/failure scenarios. The octoplane, a hybrid dual-system UAV (a fixed-wing aircraft with vertical takeoff and landing (VTOL) capabilities), presents unique challenges and opportunities due to its actuator redundancy. The scheme fully exploits the octoplane’s redundant vertical rotors and additional control surfaces, including the elevator, rudder, and independently operated ailerons, to manage total actuator faults/failures during cruise flight. The approach utilises sliding mode control with a control allocation (CA) strategy to redistribute control signals in the case of actuator failure. Simulation results based on a nonlinear model of the octoplane are presented at the end of the article to demonstrate the effectiveness of the proposed scheme. The paper commences with an introduction that includes a general review of the SMC Method and dual-system UAVs, specifically an octoplane configuration, highlighting the significance of FTC in improving UAV stability and the benefits of including extra actuator redundancy in the FTC design. The paper then presents an analysis of the equations of motion for an octoplane UAV, setting the foundation for examining the FTC of cruise mode. Subsequently, it introduces the SMC design process and explains its implementation of FTC. In cruise mode, the proposed SMC-CA method exhibits no performance degradation in the event of fault/failure compared to fault-free cases. The scheme demonstrates the effective combination of CA and SMC methods to an octoplane UAV during cruise flight.
Cite this Article As : Mızrak, İ., Alwi, H., Edwards, C. (2025). Fault Tolerant Control of an Octoplane UAV Sliding Mode Method. Aerospace Research Letters (ASREL), 4(2), 223-251.

Conflict of interest : The authors declare that they have no conflict of interest.

This article is published under the CC BY-NC 4.0 license.
Asrel Aerospace Research Letters
2025, Vol4, Issue2
E-ISSN: 2980-0064
Received : , Accepted : , Published Online :

References

  1. Alwi, H., & Edwards, C. (2008). Fault tolerant control using sliding modes with on-line control allocation. Automatica, 44(7), 1859–1866. https://doi.org/10.1016/j.automatica.2007.10.034
  2. Alwi, H., & Edwards, C. (2010). Fault Tolerant Control Using Sliding Modes with On-Line Control Allocation. In C. Edwards, T. Lombaerts, & H. Smaili (Eds.), Fault Tolerant Flight Control: A Benchmark Challenge (pp. 247–272). Springer Berlin Heidelberg. https://doi.org/10.1007/978-3-642-11690-2_8
  3. Alwi, H., Edwards, C., & Tan, C. P. (2011). Fault Detection and Fault Tolerant Control Using Sliding Modes. Springer-Verlag Berlin. https://doi.org/10.1007/978-0-85729-650-4
  4. Anon. (2018). Amrita Unmanned Aerial Systems. https://ammachilabs.org/amrita-unmanned-aerial-systems/
  5. Anon. (2019). Saving Lives One Drone Delivery at a Time. https://lot.dhl.com/saving-lives-one-drone-delivery-at-a-time
  6. Anon. (2023). Wing and FinnHEMS safely share the sky. https://blog.wing.com/2023/07/wing-and-finnhems-safely-share-sky.html
  7. Beard, R. W., & Mclain, T. W. (2012). Small Unmanned Aircraft Theory and Practice. Princeton Universty Press.
  8. Bothge, L. (2022). Meet the V.MO – Volkswagen Group China unveils state-of-the-art passenger drone prototype. https://www.volkswagen-newsroom.com/en/press-releases/meet-the-vmo-volkswagen-group-china-unveils-state-of-the-art-passenger-drone-prototype-15116
  9. Cai, J., & Lovera, M. (2024). Passive Fault Tolerant Control of a Dual-System UAV in Transition Flight. ICAS PROCEEDINGS, 1–14.
  10. Dağ., T., Ünler, T., & Uyaner, M. (2023). Elektrikli İnsansız Hava Aracının Maksimum Menzil Hesabı. Aerospace Research Letters (ASREL), 2(1), 10–18.
  11. Ducard, G. J. J., & Allenspach, M. (2021). Review of designs and flight control techniques of hybrid and convertible VTOL UAVs. Aerospace Science and Technology, 118, 107035. https://doi.org/10.1016/j.ast.2021.107035
  12. Edwards, C., & Spurgeon, S. (1998). Sliding Mode Control. CRC Press. https://doi.org/10.1201/9781498701822
  13. Gu, H., Lyu, X., Li, Z., Shen, S., & Zhang, F. (2017). Development and experimental verification of a hybrid vertical take-off and landing (VTOL) unmanned aerial vehicle(UAV). 2017 International Conference on Unmanned Aircraft Systems (ICUAS), 160–169. https://doi.org/10.1109/ICUAS.2017.7991420
  14. Heredia, G., Duran, A., & Ollero, A. (2012). Modeling and Simulation of the HADA Reconfigurable UAV. Journal of Intelligent & Robotic Systems, 65, 115–122. https://doi.org/10.1007/s10846-011-9561-9
  15. Honda Motor Co., Ltd. (2022). eVTOL Gas Turbine Hybrid System. https://global.honda/en/tech/eVTOL_gas_turbine_hybrid_system/
  16. Ijaz, S., Javaid, U., Nasr, A., & Sun, D. (2024). Fault-Tolerant Control of Hybrid UAV Using Weighted Control Allocation Scheme. 2024 American Control Conference (ACC), 4687–4692. https://doi.org/10.23919/ACC60939.2024.10644250
  17. Khattab, A., Mizrak, I., & Alwi, H. (2024). Fault tolerant control of an octorotor UAV using sliding mode for applications in challenging environments. Annual Reviews in Control, 57, 100952. https://doi.org/10.1016/j.arcontrol.2024.100952
  18. Köprücü, S., & Öztürk, M. (2024). Comparison of PID Coefficients Determination Methods for Aircraft Pitch Angle Control. Aerospace Research Letters (ASREL), 3(1), 15–26. https://doi.org/10.56753/ASREL.2024.3.5
  19. Kringeland, T. (2019). Modelling and Control of a Vertical Take-Off and Landing Fixed-Wing Unmanned Aerial Vehicle [Master’s Thesis]. University Of Oslo.
  20. Kulaksız, N., & Hançer, M. (2022). Hava Aracı için Simulink-FlightGear Ortamlarında Uçuş Testlerinin Gerçeklenmesi ve Aerodinamik Etkilerin Stabilite/Gövde Eksenlerinde Karşılaştırılması. Aerospace Research Letters (ASREL), 1(2), 69–83. https://dx.doi.org/10.56753/ASREL.2022.2.1
  21. MathWorks. (2024). MATLAB & SIMULINK User’s Guide R2024b.
  22. Mizrak, I., Alwi, H., & Edwards, C. (2021). Fault Tolerant Control of an Octoplane UAV Using Sliding Modes. 5th International Conference on Control and Fault-Tolerant Systems (SysTol), 121–126. https://doi.org/10.1109/SysTol52990.2021.9595155
  23. Mohsan, S. A. H., Khan, M. A., Noor, F., Ullah, I., & Alsharif, M. H. (2022). Towards the Unmanned Aerial Vehicles (UAVs): A Comprehensive Review. Drones, 6(6). https://doi.org/10.3390/drones6060147
  24. Munasinghe, R., & Gunarathna, J. (2018). Development of a Quad-rotor Fixed-wing Hybrid Unmanned Aerial Vehicle. 2018 Moratuwa Engineering Research Conference (MERCon), 72–77. https://doi.org/10.1109/MERCon.2018.8421941
  25. Murphy, P. C., Buning, P. G., & Simmons, B. M. (n.d.). Rapid Aero Modeling for Urban Air Mobility Aircraft in Computational Experiments. In AIAA Scitech 2021 Forum. https://doi.org/10.2514/6.2021-1002
  26. Pocock, C. (2012). Rheinmetall Shows New Hybrid UAV. https://www.ainonline.com/aviation-news/defense/2012-09-21/rheinmetall-shows-new-hybrid-uav
  27. Prochazka, K. F., Ritz, T., & Eduardo, H. (2019). Over-Actuation Analysis and Fault-Tolerant Control of a Hybrid Unmanned Aerial Vehicle. 5th CEAS Conference on Guidance, Navigation and Control.
  28. Sadeghzadeh, I. (2015). Fault Tolerant Flight Control of Unmanned Aerial Vehicles. PhD Thesis [PhD’s Thesis]. Concordia University.
  29. Sadeghzadeh, I., & Zhang, Y. (2011). A Review on Fault-Tolerant Control for Unmanned Aerial Vehicles (UAVs). Infotech@Aerospace 2011. https://doi.org/10.2514/6.2011-1472
  30. Saeed, A. S., Younes, A. B., Cai, C., & Cai, G. (2018). A survey of hybrid Unmanned Aerial Vehicles. Progress in Aerospace Sciences, 98, 95. https://doi.org/10.1016/j.paerosci.2018.03.007
  31. Saeed, A. S., Younes, A. B., Islam, S., Dias, J., Seneviratne, L., & Cai, G. (2015). A Review on the Platform Design, Dynamic Modeling and Control of Hybrid UAVs. 2015 International Conference on Unmanned Aircraft Systems (ICUAS). https://doi.org/10.1109/ICUAS.2015.7152365
  32. Team, T. S. P. R. (2022). Textron Systems’ Aerosonde UAS Begins Operations for Nigeria. https://www.textronsystems.com/our-company/news-events/articles/press-release/textron-systems-aerosonde-uas-begins-operations
  33. Technologies, B. (2024). Bayraktar kalkan VTOL. https://baykartech.com/en/uav/bayraktar-diha/
  34. V. I. Utkin, K. D. Y. (1979). Methods for construction of discontinuity planes in multidimensional variable structure systems. Autom. Remote Control, 39(10), 1466–1470.
  35. Varlık, A., & Erdönmez, M. (2020). Yapılaşmış Alanlarda İnsansız Hava Araçları ile Eğik Resim Fotogrametrisi Uygulaması. Necmettin Erbakan University Journal of Science and Engineering, 2(2), 1–11. https://dx.doi.org/10.47112/neufmbd.2020.1
  36. Wisk. (2024). Generations 4 and 5. https://wisk.aero/generations/
  37. Yu, S., & Kwon, Y. (2017). Development of VTOL Drone for Stable Transit Flight. Journal of Computer and Communications, 5, 66–43. https://doi.org/10.4236/jcc.2017.57004
  38. Zhou, L., Si, C., & Wu, Y. (2023, January). Linear Parameter-Varying Control for a Hybrid Unmanned Aerial Vehicle. AIAA SCITECH 2023 Forum. https://doi.org/10.2514/6.2023-1046