The Robotics Checklist
943topics, ordered roughly by prerequisite. Nobody needs all of this — the point of publishing the whole thing is that you can see what I haven’t done as clearly as what I have.
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01Mathematical Foundations3/79
1.1 Linear Algebra
- Vectors and vector spaces — the basic object; positions, velocities, forces, and torques are all vectorsexplainer ↗
- Dot product — projection and alignment; work is force dotted with displacementexplainer ↗
- Cross product — perpendicular vector, area, and the source of torque and angular velocity relationships
- Matrix multiplication — composition of transformations; the operation every kinematics chain is made of
- Matrix transpose and inverse — undoing a transformation, and why orthogonal matrices are cheap to invert
- Determinant — volume scaling, and zero determinant as the signal of a singularity
- Rank and null space — how many independent directions a mechanism can actually move in
- Eigenvalues and eigenvectors — principal axes of inertia, stability of linear systems, vibration modesexplainer ↗
- Singular Value Decomposition (SVD) — manipulability analysis, least squares, pseudo-inverse for redundant arms
- Moore–Penrose pseudo-inverse — solving underdetermined and overdetermined systems; core to redundant IK
- Damped least squares / Levenberg–Marquardt — pseudo-inverse that doesn't explode near singularities
- Positive definite matrices — inertia matrices, covariance matrices, and what makes an energy function valid
- Quadratic forms — kinetic energy, cost functions, ellipsoids of manipulability and uncertainty
- Skew-symmetric matrices — the matrix form of a cross product; central to rotation derivatives
- Homogeneous coordinates — adding a dimension so that translation becomes a matrix multiplication
- Numerical conditioning — why a nearly-singular Jacobian produces enormous joint velocities
1.2 Rotations and Rigid Transformations
- Why orientation is hard — rotations don't commute, don't add, and can't be represented globally by three numbers without a singularity
- Rotation matrices and SO(3) — orthonormal columns, determinant +1, the canonical representation
- Euler angles — roll-pitch-yaw and the dozen other conventions; intuitive, compact, and singular
- Gimbal lock — losing a degree of freedom when two axes align; the reason Euler angles fail in flight control
- Axis-angle representation — a unit axis and a rotation about it; compact and geometric
- Rodrigues' rotation formula — converting axis-angle to a rotation matrix in closed form
- Quaternions — four numbers, no singularities, efficient composition; the practical default for orientation
- Quaternion double cover — q and −q represent the same rotation, and the bugs that causes
- SLERP — spherical linear interpolation; the correct way to blend between two orientations
- Homogeneous transformation matrices and SE(3) — rotation and translation in one 4×4 object
- Transform composition and inversion — chaining frames, and getting the order right
- Frame conventions — body vs world, active vs passive, pre- vs post-multiplication; the source of endless sign errors
- Lie groups and Lie algebras — SO(3), SE(3) and their tangent spaces so(3), se(3)
- Exponential and logarithm maps — moving between a velocity in the algebra and a pose in the group
- Twists — linear and angular velocity as a single six-vector
- Wrenches — force and torque as a single six-vector; the dual of a twist
- Screw theory and the product of exponentials — a coordinate-free alternative to DH parameters
- Adjoint transformations — mapping twists and wrenches between frames
1.3 Calculus and Differential Geometry
- Derivatives and the chain rule — the backbone of every gradient and every Jacobian
- Partial derivatives and gradients — how a cost changes with each joint
- Jacobian matrices — the linear map from joint velocities to end-effector velocity; the single most important derivative in robotics
- Hessians — curvature, used in second-order trajectory optimization
- Taylor expansion and linearization — how nonlinear robot dynamics get turned into a linear controller
- Ordinary differential equations — the language every dynamic system is written in
- Numerical integration — Euler, RK4, semi-implicit and symplectic integrators; why simulators drift
- Stability of ODEs — equilibrium points, phase portraits, basins of attraction
- Manifolds and tangent spaces — why you cannot naively average two rotations
- Geodesics — shortest paths on a curved space; the right notion of "interpolate between orientations"
- Variational calculus — the mathematics behind Lagrangian mechanics and optimal control
1.4 Probability and Estimation
- Random variables and distributions — sensor noise is not a nuisance, it's a modelling object
- Gaussian distributions — the workhorse; multivariate form, covariance ellipsoids
- Conditional probability and Bayes' theorem — the entire basis of state estimation
- Marginalization — integrating out what you don't care about
- Covariance matrices — encoding uncertainty and its correlations across state dimensions
- Maximum likelihood and MAP estimation — the two standard ways to fit a state or a parameter
- Least squares and weighted least squares — the deterministic face of Gaussian estimation
- Markov assumption — the next state depends only on the current one; makes filtering tractable
- Hidden Markov Models — discrete-state estimation from noisy observations
- Monte Carlo methods — sampling instead of solving; the basis of particle filters
- Information matrix and information filter — the inverse-covariance view, natural for sparse SLAM
- Chi-squared test and Mahalanobis distance — outlier rejection and data association gating
- RANSAC — fitting a model when a large fraction of your data is wrong
1.5 Optimization
- Convexity — why some problems solve reliably and others don't
- Gradient descent — the fundamental iterative method
- Newton and quasi-Newton methods — using curvature; Gauss-Newton and Levenberg–Marquardt in particular
- Constrained optimization and Lagrange multipliers — joint limits, obstacle constraints, torque bounds
- KKT conditions — the general optimality conditions with inequality constraints
- Linear programming — scheduling, allocation, some contact problems
- Quadratic programming (QP) — the workhorse of real-time control; whole-body control solves a QP every cycle
- Sequential Quadratic Programming (SQP) — nonlinear trajectory optimization
- Nonlinear programming solvers — IPOPT, SNOPT, OSQP, qpOASES and what each is good for
- Mixed-integer programming — discrete decisions like footstep placement or contact mode selection
- Complementarity problems (LCP) — the mathematical form contact and friction take
- Sampling-based optimization — CEM, MPPI; gradient-free and increasingly common in MPC
- Real-time optimization constraints — warm starting, anytime algorithms, and hard deadlines
1.6 Numerical Methods and Computation
- Floating point representation — precision limits, and why accumulating rotations drifts
- Numerical stability and conditioning — when small input errors become large output errors
- Sparse matrices — SLAM and multibody problems are enormously sparse and exploiting that is essential
- Matrix factorizations — LU, QR, Cholesky; which to use for which structure
- Iterative solvers — conjugate gradient and friends for very large systems
- Automatic differentiation — exact derivatives without hand-deriving Jacobians; CasADi, JAX, autodiff in Drake
- Fixed-point arithmetic — still relevant on microcontrollers without an FPU
- Computational complexity in real-time contexts — an O(n³) algorithm in a 1 kHz loop is a design error
02Physics and Mechanics0/65
2.1 Classical Mechanics
- Newton's laws — the foundation; F = ma and its rotational counterpart
- Reference frames — inertial vs non-inertial, and the fictitious forces that appear in rotating frames
- Kinematics of a point — position, velocity, acceleration and their relationships
- Work, energy and power — the currency of actuator sizing
- Conservation laws — energy, momentum, angular momentum
- Impulse and momentum — the right tools for impacts and collisions
- Centre of mass — and why it matters for balance, tipping, and manipulator payload
- Moments and torques — force applied at a distance; the quantity motors actually produce
- Statics and free-body diagrams — the analysis skill everything mechanical rests on
- Friction — static vs kinetic, Coulomb model, stiction, and why it's the hardest thing to simulate
2.2 Rigid Body Dynamics
- Rigid body assumption — what it buys and when it breaks
- Inertia tensor — the rotational analogue of mass; a 3×3 matrix, not a scalar
- Principal axes and moments of inertia — the eigen-decomposition of the inertia tensor
- Parallel axis theorem — shifting an inertia tensor to a different reference point
- Angular velocity and angular acceleration — and why angular velocity is not the derivative of Euler angles
- Euler's equations of motion — rotational dynamics of a rigid body
- Newton–Euler formulation — force and torque balance applied link by link
- Recursive Newton–Euler Algorithm (RNEA) — O(n) inverse dynamics; the standard fast method
- Articulated Body Algorithm (ABA) — O(n) forward dynamics
- Composite Rigid Body Algorithm — efficient computation of the mass matrix
- Spatial vector algebra — Featherstone's 6D notation that makes these algorithms clean
2.3 Analytical Mechanics
- Generalized coordinates — describing configuration with the minimum number of variables
- Degrees of freedom — counting them correctly, including Grübler/Kutzbach criteria
- Constraints — holonomic vs nonholonomic, and why a car is harder to plan for than a drone
- Lagrangian mechanics — kinetic minus potential energy; derive equations of motion without free-body diagrams
- Euler–Lagrange equations — the resulting differential equations
- The manipulator equation — M(q)q̈ + C(q,q̇)q̇ + g(q) = τ; the single most important equation in manipulator control
- Mass/inertia matrix M(q) — configuration-dependent, symmetric, positive definite
- Coriolis and centrifugal terms C(q,q̇) — velocity-dependent coupling between joints
- Gravity vector g(q) — the term gravity compensation cancels
- Hamiltonian mechanics — the energy-based formulation, used in passivity-based control
- Passivity and energy shaping — control designed so the closed loop cannot generate energy
- Virtual work and d'Alembert's principle — the bridge between statics and dynamics
2.4 Contact, Friction and Impact
- Contact modelling — rigid vs compliant contact, and the tradeoffs of each in simulation
- Coulomb friction cone — the constraint that tangential force is bounded by normal force
- Stick-slip transitions — the discontinuity that makes contact simulation numerically nasty
- Restitution and impact models — what happens in the instant of collision
- Complementarity formulation of contact — either there's a gap or there's a force, never both
- Penalty methods vs constraint methods — spring-damper contact vs exact non-penetration
- Contact-rich manipulation — insertion, sliding, pivoting; where models are least trustworthy
- Grasp force closure and form closure — the conditions under which a grasp actually holds
2.5 Structures and Materials
- Stress and strain — the basic quantities of structural analysis
- Young's modulus and material stiffness — the property that sets deflection
- Beam bending and deflection — cantilever arms sag, and by how much matters
- Yield strength and factor of safety — designing so things don't break
- Fatigue and cyclic loading — robots do the same motion a million times; static analysis isn't enough
- Buckling — slender members failing in compression
- Natural frequency and resonance — structural modes that limit achievable control bandwidth
- Damping — and why an under-damped structure makes a control engineer's life miserable
- Material selection — aluminium, steel, carbon fibre, plastics; strength-to-weight and cost
- Finite element analysis (FEA) — numerical stress and modal analysis
2.6 Fluids and Aerodynamics
- Fluid statics and buoyancy — underwater vehicles
- Drag and lift — the forces on any body moving through a fluid
- Reynolds number — the regime indicator that tells you which physics dominates
- Propeller and rotor aerodynamics — thrust and torque as functions of RPM; the basis of multirotor control
- Ground effect and vortex ring state — the aerodynamic failure modes drones actually hit
- Pneumatics — compressible flow, valves, cylinders; ubiquitous in industrial automation
- Hydraulics — incompressible power transmission; high force density, used in heavy machinery and some legged robots
2.7 Energy and Thermal
- Power budgeting — the calculation that determines whether your robot runs for 20 minutes or 8 hours
- Battery chemistry and characteristics — Li-ion, LiPo, LiFePO4; energy density, discharge curves, C-rating
- Battery management systems (BMS) — cell balancing, protection, state of charge estimation
- Efficiency chains — every conversion loses energy; motor, gearbox, driver, and battery all take a cut
- Heat generation and dissipation — motors and drivers get hot, and thermal limits often bind before torque limits
- Thermal derating — continuous vs peak torque ratings and what actually determines them
- Regenerative braking — recovering energy, and where it goes if the battery won't take it
03Electrical and Electronics0/69
3.1 Circuit Fundamentals
- Voltage, current, resistance — Ohm's law and what each quantity physically is
- Kirchhoff's laws — current and voltage conservation; the basis of all circuit analysis
- Power dissipation — I²R losses and why wire gauge matters
- Capacitors and inductors — energy storage, time constants, and transient behaviour
- RC, RL and RLC circuits — filtering and the frequency response of real wiring
- Diodes — rectification, flyback protection, and why an inductive load needs one
- Transistors: BJT and MOSFET — switching and amplification
- Operational amplifiers — signal conditioning, buffering, instrumentation amplifiers
- Voltage regulators — linear vs switching, and the efficiency tradeoff
- Grounding and star grounding — the single most common cause of mysterious noise
- Decoupling capacitors — and why leaving them out produces intermittent, unreproducible faults
3.2 Power Electronics
- H-bridge — the circuit that lets a DC motor run in both directions
- PWM (pulse width modulation) — controlling average power with a switching duty cycle
- Three-phase inverters — driving BLDC and PMSM motors
- Gate drivers — turning MOSFETs on and off fast enough to be efficient
- Dead time — the deliberate delay that stops both halves of a bridge conducting at once
- Current sensing — shunt resistors, Hall-effect sensors; needed for torque control
- Buck, boost and buck-boost converters — DC-DC conversion topologies
- Inrush current and soft start — why closing a contactor onto a capacitive load can weld it
- Bus voltage and regeneration — where the energy goes when a motor decelerates
- Braking resistors and clamp circuits — dumping regenerated energy safely
- Fusing and circuit protection — coordination, interrupt ratings, and protecting the wire not the load
3.3 Motors and Actuators
- Brushed DC motors — simple, cheap, and the brushes wear out
- Brushless DC (BLDC) and PMSM — higher efficiency and power density; require electronic commutation
- Field-oriented control (FOC) — the standard method for smooth, efficient BLDC torque control
- Commutation and the Clarke/Park transforms — the coordinate changes that make FOC work
- Stepper motors — open-loop positioning, and the risk of silently losing steps
- AC induction motors — the industrial workhorse; VFD control
- Servo motors and servo drives — closed-loop position/velocity/torque control as an integrated unit
- Torque constant and back-EMF constant — the two numbers that define a motor's electrical behaviour
- Motor speed-torque curves — continuous vs peak operating regions
- Motor sizing — inertia matching, duty cycle, thermal RMS torque calculation
- Series elastic actuators (SEA) — a deliberate spring in the drivetrain for force control and safety
- Quasi-direct drive actuators — low gear ratio for backdrivability; the modern legged robot approach
- Harmonic drive / strain wave gearing — high ratio, zero backlash, expensive
- Cycloidal drives — high ratio, high stiffness, high shock tolerance
- Planetary gearboxes — compact, coaxial, the common general-purpose choice
- Backlash — lost motion at direction reversal; the enemy of precision and of stable control
- Backdrivability — whether an external force can move the joint; central to safe physical interaction
- Pneumatic actuators — cylinders, valves, air preparation; fast, compliant, hard to control precisely
- Hydraulic actuators — enormous force density, high maintenance, used in heavy machinery
- Shape memory alloys and soft actuators — emerging alternatives for soft robotics
3.4 Sensors and Signal Conditioning
- Encoders: incremental — quadrature counting, index pulse, and losing position on power cycle
- Encoders: absolute — single-turn and multi-turn; position known at boot
- Resolvers — rugged analogue position sensing for harsh environments
- Hall effect sensors — commutation feedback and simple position sensing
- Potentiometers — cheap absolute position, limited life and resolution
- IMUs: accelerometers and gyroscopes — and the bias, drift, and noise characteristics of each
- Magnetometers — heading reference, and how easily ferrous structures corrupt it
- Force/torque sensors — six-axis wrist sensors; strain gauge based, expensive, drift with temperature
- Current-based torque estimation — the cheap alternative to a force sensor, with friction as the error term
- Tactile sensors — resistive, capacitive, optical (GelSight-style); still an open problem
- Proximity sensors — inductive, capacitive, photoelectric; the bread and butter of industrial sensing
- Limit switches and homing — establishing an absolute reference at startup
- Ultrasonic and infrared range sensors — cheap distance, poor angular resolution
- Analogue-to-digital conversion — resolution, sample rate, aliasing
- Nyquist sampling theorem — sample at more than twice the highest frequency or see false signals
- Anti-aliasing filters — a hardware requirement, not an optional extra
- Sensor noise characterization — Allan variance for IMUs; knowing your noise is prerequisite to filtering it
- Calibration — scale, bias, misalignment, temperature compensation
- Signal filtering — low-pass, complementary, and the latency cost every filter imposes
3.5 Embedded Electronics and EMC
- Microcontroller peripherals — GPIO, timers, ADC, DAC, PWM, DMA, interrupts
- Level shifting and isolation — optocouplers, digital isolators, and protecting logic from power
- PCB design basics — trace width, layer stackup, return paths, connector selection
- Electromagnetic interference (EMI/EMC) — motors are enormous noise sources sitting next to your sensors
- Shielding and cable routing — separating power and signal, twisted pairs, shield termination
- Common-mode vs differential signalling — why RS-485 and CAN use differential pairs
- Ground loops — and the isolation strategies that break them
- ESD protection — and the failures that appear weeks after the actual discharge
04Mechanical Design0/32
4.1 Mechanisms
- Kinematic pairs and joints — revolute, prismatic, spherical, cylindrical, planar, screw
- Serial vs parallel mechanisms — an arm vs a Stewart platform or delta robot
- Four-bar linkages — the fundamental mechanism; Grashof condition
- Cam mechanisms — converting rotation into arbitrary motion profiles
- Differential mechanisms — combining or splitting motion between outputs
- Compliant mechanisms — flexure-based motion with no sliding joints
- Overconstraint and kinematic determinacy — designing so assembly doesn't fight itself
- Common arm configurations — articulated, SCARA, cartesian/gantry, delta, cylindrical, spherical
- Wrist configurations — spherical wrists and why they simplify inverse kinematics
4.2 Transmission and Drivetrain
- Gear ratios — trading speed for torque, and the effect on reflected inertia
- Reflected inertia — load inertia divided by the square of the gear ratio; drives motor selection
- Belt and pulley drives — timing belts, tensioning, compliance
- Chain drives — high load, needs lubrication
- Ball screws and lead screws — rotary to linear; efficiency and back-drivability differ enormously
- Linear guides and rails — the precision constraint on any linear axis
- Cable and tendon drives — remote actuation, used in surgical robots and hands
- Bearings — ball, roller, thrust, plain; preload, life calculation
- Couplings — rigid, flexible, and accommodating misalignment
- Slip rings — passing power and signal across a continuously rotating joint
4.3 Design and Manufacturing
- CAD proficiency — SolidWorks, Fusion 360, Onshape, FreeCAD; parametric modelling and assemblies
- Tolerance analysis — stack-up, and why a chain of "close enough" parts doesn't assemble
- GD&T (geometric dimensioning and tolerancing) — communicating what actually matters to a machinist
- Design for manufacture (DFM) — designing parts that can actually be made economically
- Design for assembly (DFA) — and for disassembly, because robots need servicing
- Machining processes — milling, turning, and what each can and can't produce
- 3D printing — FDM, SLA, SLS; prototype vs production suitability, anisotropic strength
- Sheet metal design — bend radii, relief cuts, and cost-effective enclosures
- Fasteners and joining — thread standards, preload, thread locking, and why things vibrate loose
- Ingress protection (IP) ratings — sealing against dust and water
- Cable management — drag chains, service loops, and the flex life of a cable that bends a million times
- Weight budgeting — especially binding for mobile and aerial platforms
- CAE and simulation — FEA for structure, modal analysis for vibration, MBD for mechanism motion
05Kinematics0/40
5.1 Forward Kinematics
- Kinematic chains — links and joints, and the tree or chain structure they form
- Frame assignment — attaching a coordinate frame to every link
- Denavit–Hartenberg (DH) parameters — the classical four-parameter convention
- Standard vs modified DH — two incompatible conventions in wide use; check which a source means
- Product of exponentials (PoE) — screw-theory forward kinematics; no frame assignment needed
- URDF and robot description formats — how a robot model is actually specified in software
- Tool centre point (TCP) and tool frames — where the robot thinks the useful point is
- Base and world frames — and the calibration that relates them to reality
- Forward kinematics for mobile bases — odometry from wheel motion
5.2 Inverse Kinematics
- The IK problem — given a desired pose, find joint angles; generally harder than forward kinematics
- Existence and multiplicity of solutions — zero, several, or infinitely many
- Analytical/closed-form IK — exact, fast, and only available for specific geometries
- Pieper's criterion — three consecutive axes intersecting makes closed-form IK possible
- Numerical IK — Jacobian transpose, pseudo-inverse, damped least squares
- Cyclic Coordinate Descent (CCD) — simple iterative IK, common in animation
- FABRIK — a fast heuristic IK method
- Optimization-based IK — posing IK as a constrained nonlinear program; handles joint limits and secondary objectives
- IK solvers in practice — IKFast, TRAC-IK, KDL, BioIK and their tradeoffs
- Joint limits and self-collision — the constraints that make a mathematically valid solution physically useless
- Solution branch selection — elbow up vs elbow down, and the continuity problems of switching mid-trajectory
5.3 Velocity Kinematics
- The geometric Jacobian — mapping joint velocities to end-effector twist
- The analytical Jacobian — the same idea using a specific orientation parameterization
- Jacobian computation — column by column from screw axes, or by differentiating forward kinematics
- Inverse velocity kinematics — solving for joint velocities given a desired end-effector velocity
- Static force relationship — τ = Jᵀ·F; the Jacobian transpose maps end-effector forces to joint torques
- Manipulability ellipsoid — visualizing how easily the arm can move in each direction
- Manipulability measure — a scalar quality metric derived from the Jacobian's singular values
- Singularities — configurations where the Jacobian loses rank and a direction of motion is lost
- Types of singularity — boundary, internal, and wrist singularities
- Singularity avoidance and damped inverses — keeping joint velocities bounded near a singularity
- Kinematic redundancy — more joints than task dimensions
- Null space projection — using redundancy for secondary objectives like avoiding joint limits or obstacles
5.4 Mobile Robot Kinematics
- Differential drive — two independently driven wheels; the simplest mobile base
- Nonholonomic constraints — a car cannot move sideways, and that changes planning fundamentally
- Ackermann steering — car-like kinematics and the bicycle model
- Omnidirectional drives — mecanum and omni wheels; holonomic motion at the cost of efficiency and traction
- Tracked vehicles — skid steering, and the slip that makes odometry unreliable
- Instantaneous centre of rotation (ICR) — the geometric construction underlying wheeled motion
- Wheel odometry — dead reckoning from encoders, and how quickly it drifts
- Slip and its effects — why odometry alone is never enough
06Dynamics and Control0/75
6.1 Modelling
- Robot dynamics model — the manipulator equation and its terms
- Inverse dynamics — given a motion, what torques are needed
- Forward dynamics — given torques, what motion results; needed for simulation
- Dynamic parameter identification — estimating link masses, inertias and friction from measured data
- Friction models — Coulomb, viscous, Stribeck; identification and compensation
- Actuator dynamics — motor and gearbox behaviour that the rigid-body model ignores
- Joint flexibility — the dominant unmodelled effect in geared arms
- Model uncertainty — and designing controllers that tolerate it
6.2 Classical Control
- Feedback control concept — measure, compare, correct
- Open loop vs closed loop — and when open loop is genuinely the right answer
- Transfer functions and the Laplace domain — the classical analysis language
- Block diagrams and loop algebra — composing systems
- Poles and zeros — and what they mean for response speed and stability
- Stability criteria — Routh–Hurwitz, Nyquist, gain and phase margins
- Step response characteristics — rise time, overshoot, settling time, steady-state error
- P, PI, PD and PID control — what each term does and when to use it
- PID tuning — Ziegler–Nichols, relay auto-tuning, and manual tuning by feel
- Integral windup and anti-windup — the practical failure every PID implementation must handle
- Derivative kick and filtering — why you differentiate the measurement, not the error
- Feedforward control — using a model to act before the error appears
- Cascade control — nested position/velocity/current loops; the standard servo architecture
- Bode plots and loop shaping — frequency-domain design
- Bandwidth and its physical limits — structural resonance and sample rate cap what's achievable
- Discretization — z-transform, sample rate selection, and the delay a digital loop adds
6.3 State Space and Modern Control
- State space representation — ẋ = Ax + Bu, y = Cx + Du
- Controllability and observability — whether you can steer the state, and whether you can see it
- Pole placement — designing feedback gains to put closed-loop poles where you want them
- Linear Quadratic Regulator (LQR) — optimal state feedback for a quadratic cost
- Kalman filter as an observer — the dual of LQR
- LQG control — LQR plus a Kalman filter, and the robustness caveats
- Integral action in state space — eliminating steady-state error
- Observers and state estimation for control — Luenberger observers
- Robust control and H-infinity — designing for a bounded set of possible plants
- Multivariable control — coupling between axes and why SISO tuning fails on it
6.4 Nonlinear and Advanced Control
- Why robot dynamics are nonlinear — configuration-dependent inertia and velocity coupling
- Lyapunov stability theory — proving stability without solving the differential equations
- Feedback linearization — cancelling nonlinearity with an inverse model
- Computed torque control — the robotics-specific form of feedback linearization
- Gravity compensation — the simplest and most useful model-based term
- Sliding mode control — robust to model error, at the cost of chattering
- Backstepping — recursive Lyapunov-based design for cascaded systems
- Adaptive control — estimating uncertain parameters online
- Passivity-based control — guaranteeing the closed loop cannot inject energy
- Control barrier functions (CBFs) — enforcing safety constraints as a filter on any controller
- Gain scheduling — interpolating between linear controllers across the operating envelope
6.5 Optimal Control and MPC
- Optimal control formulation — minimize a cost over a trajectory subject to dynamics
- Pontryagin's maximum principle — the classical necessary conditions
- Dynamic programming and the HJB equation — the value-function view
- Model Predictive Control (MPC) — optimize over a receding horizon, apply the first action, repeat
- Linear MPC — a QP solved every cycle; widely deployed and well understood
- Nonlinear MPC — more capable, much harder to run in real time
- Differential Dynamic Programming (DDP) and iLQR — efficient trajectory optimization
- MPPI and sampling-based MPC — gradient-free, GPU-friendly, increasingly popular
- Constraint handling — the main practical reason to choose MPC over LQR
- Horizon length and computational budget — the central tuning tradeoff
- Warm starting and real-time iteration — making NMPC fit inside a control cycle
6.6 Interaction Control
- Why position control fails on contact — a stiff position controller against a rigid environment produces enormous forces
- Impedance control — regulating the dynamic relationship between motion and force
- Admittance control — the dual formulation; better suited to stiff, non-backdrivable robots
- Stiffness, damping and inertia shaping — the three parameters of a virtual mechanical impedance
- Hybrid force/position control — controlling force in constrained directions and position in free ones
- Direct force control — closing a loop on measured force
- Compliance: passive vs active — a physical spring vs a software one, and why passive is safer
- Contact stability and the passivity condition — why coupling a stiff controller to a stiff environment goes unstable
- Whole-body control — solving for all joint torques at once as a hierarchical QP
6.7 Trajectory Generation
- Point-to-point vs continuous path — two fundamentally different motion requirements
- Trapezoidal velocity profiles — the standard industrial motion profile
- S-curve profiles and jerk limiting — smoothing acceleration to reduce vibration and wear
- Polynomial trajectories — cubic and quintic splines through waypoints
- B-splines and NURBS — smooth parametric paths with local control
- Time-optimal trajectory generation — the fastest motion subject to actuator limits
- Time parameterization along a path (TOPP) — separating the geometric path from the timing
- Blending and cornering — passing near waypoints without stopping
- Joint space vs Cartesian space trajectories — and the different problems each causes
- Online trajectory generation — reacting within a control cycle, e.g. Reflexxes-style methods
07Perception0/74
7.1 Sensing Modalities
- Choosing a sensor suite — the design decision that constrains everything downstream
- Monocular cameras — cheap, dense, passive, and scale-ambiguous
- Stereo cameras — depth from disparity; fails on textureless surfaces
- RGB-D cameras — structured light and time-of-flight; excellent indoors, poor in sunlight
- 2D LiDAR — a planar scan; the classic indoor mobile robot sensor
- 3D LiDAR — spinning and solid-state; accurate range, sparse vertically, expensive
- Radar — works in rain, fog and dust; low resolution, direct velocity measurement via Doppler
- Ultrasonic — cheap, short range, wide beam; still used for bumper-level sensing
- Event cameras — per-pixel brightness changes at microsecond latency; excellent for high-speed motion
- Thermal cameras — sees heat, works in darkness
- Sensor comparison matrix — range, resolution, frame rate, cost, power, weather tolerance, failure modes
7.2 Camera Geometry and Calibration
- Pinhole camera model — the projection from 3D to 2D
- Intrinsic parameters — focal length, principal point, skew; the camera matrix K
- Lens distortion — radial and tangential; the correction that must happen before any geometry
- Extrinsic parameters — where the camera sits relative to the robot
- Camera calibration — checkerboard and ChArUco targets, Zhang's method
- Stereo calibration and rectification — aligning two cameras so disparity search is one-dimensional
- Hand-eye calibration — solving AX = XB to find the transform between a camera and a robot flange
- Epipolar geometry — essential and fundamental matrices, the epipolar constraint
- Triangulation — recovering a 3D point from two or more views
- PnP (Perspective-n-Point) — recovering camera pose from known 3D-2D correspondences
- Reprojection error — the standard objective for every geometric vision optimization
7.3 Classical Computer Vision
- Image representation and colour spaces — RGB, HSV, grayscale, and when each helps
- Convolution and filtering — blurring, sharpening, denoising
- Edge detection — Sobel, Canny
- Corner and blob detection — Harris, FAST, DoG
- Feature descriptors — SIFT, SURF, ORB, BRIEF; what makes a descriptor robust
- Feature matching — brute force, FLANN, ratio test, cross-checking
- RANSAC for geometric fitting — robust estimation with heavy outlier contamination
- Homography estimation — planar scene relationships; useful for ground-plane work
- Optical flow — Lucas–Kanade sparse and Farnebäck dense
- Morphological operations — erosion, dilation, opening, closing for binary cleanup
- Thresholding and segmentation — Otsu, adaptive thresholding, watershed
- Template matching — still the right answer for many controlled industrial inspection tasks
- Fiducial markers — AprilTag, ArUco, ChArUco; reliable pose from a printed pattern
- Blob analysis and connected components — the backbone of classical machine vision
7.4 Learned Perception
- Image classification — CNNs and vision transformers
- Object detection — YOLO, Faster R-CNN, DETR; boxes plus labels in real time
- Semantic and instance segmentation — per-pixel labels; Mask R-CNN, SAM
- Keypoint and pose estimation — human pose, and object 6D pose estimation
- 6D pose estimation for grasping — the perception output manipulation actually needs
- Depth estimation from monocular images — learned, scale-ambiguous, improving rapidly
- Open-vocabulary detection — CLIP-based and grounded detection; find objects you never trained on
- Visual foundation models — DINOv2, SAM and similar as general-purpose feature extractors
- Real-time constraints — model selection under a fixed latency budget; quantization, TensorRT, ONNX
- Edge deployment — Jetson, Coral, and the accuracy-latency-power tradeoff
- Domain shift in the field — the model was trained in a lab and the factory has different lighting
- Failure detection — knowing when perception is wrong is more valuable than being right more often
7.5 3D Perception
- Point clouds — the fundamental 3D data structure
- Point cloud filtering — voxel downsampling, statistical outlier removal, passthrough
- Normal estimation — surface orientation at each point
- Point cloud registration — ICP, Generalized ICP, NDT; aligning two scans
- Global registration — feature-based initial alignment before ICP refinement
- Plane and primitive fitting — RANSAC for planes, cylinders, spheres
- Segmentation and clustering — Euclidean clustering, region growing
- Occupancy grids and OctoMap — probabilistic 3D volumetric mapping
- Signed distance fields (SDF/TSDF) — implicit surface representation; the basis of KinectFusion-style mapping
- Meshes and surface reconstruction — Poisson reconstruction, marching cubes
- NeRF and Gaussian splatting — learned scene representations, increasingly used in robotics
- PCL and Open3D — the two main libraries and their tradeoffs
7.6 Sensor Fusion
- Why fuse — every sensor has a failure mode that another covers
- Complementary filters — the simple, cheap fusion method for IMU attitude
- Kalman-based fusion — the principled approach when you can model the noise
- Time synchronization — hardware triggering, PTP, and why unsynchronized sensors ruin fusion
- Extrinsic calibration between sensors — camera-to-LiDAR, camera-to-IMU
- Loosely vs tightly coupled fusion — fusing processed estimates vs raw measurements
- Data association — deciding which measurement corresponds to which object or landmark
- Degradation and fallback — behaving sensibly when a sensor drops out
7.7 Tactile and Force Perception
- Force/torque sensing at the wrist — the standard industrial approach
- Joint torque sensing — per-joint sensors, as in collaborative arms
- Tactile skins — distributed contact sensing over a surface
- Vision-based tactile sensors — GelSight and relatives; high spatial resolution from a camera behind a membrane
- Slip detection — knowing the object is escaping the grasp before it lands on the floor
- Contact state estimation — inferring what kind of contact is happening from force signatures
08State Estimation, Localization and Mapping0/46
8.1 Bayesian Filtering
- The state estimation problem — recovering what the robot cannot directly measure
- The Bayes filter — predict with a motion model, correct with a measurement model, repeat
- Motion models — odometry model, velocity model, and their noise characteristics
- Measurement models — beam models, likelihood fields, landmark models
- Prediction and update steps — the two halves of every filter
- Belief representation — the choice that distinguishes every filter variant
8.2 The Kalman Family
- Kalman filter — the optimal linear-Gaussian estimator
- Process and measurement noise (Q and R) — the two matrices you will spend the most time tuning
- Innovation and Kalman gain — how much to trust the measurement versus the prediction
- Extended Kalman Filter (EKF) — linearizing a nonlinear system; the workhorse despite its flaws
- Unscented Kalman Filter (UKF) — sigma points instead of linearization; better on strong nonlinearity
- Error-state / indirect Kalman filter — the standard formulation for orientation, avoiding quaternion constraint issues
- Information filter — the inverse-covariance dual; sparse and natural for multi-sensor fusion
- Filter divergence — the failure mode where the filter becomes confidently wrong
- Consistency checking — NEES and NIS tests to verify your filter believes reasonable things
8.3 Nonparametric Filtering
- Particle filters — representing belief with weighted samples; handles multimodal and nonlinear cases
- Importance sampling and resampling — the core mechanics
- Particle deprivation — the failure where all particles collapse onto one wrong hypothesis
- Adaptive particle counts (KLD sampling) — spend particles where uncertainty demands it
- Monte Carlo Localization (MCL/AMCL) — the standard mobile-robot localization method
- Global localization and the kidnapped robot problem — recovering from complete loss of position
- Histogram and grid filters — discretized belief, simple and interpretable
8.4 SLAM
- The SLAM problem — build a map while localizing within it, with neither known in advance
- Why it's hard — the chicken-and-egg coupling and accumulating drift
- Full vs online SLAM — estimating the whole trajectory or just the current pose
- EKF-SLAM — historically important, scales quadratically with landmark count
- FastSLAM — particle filter over trajectories with per-particle landmark filters
- GraphSLAM and pose graph optimization — the modern standard; nodes are poses, edges are constraints
- Front end vs back end — data association and feature extraction versus optimization
- Loop closure detection — recognizing a previously visited place; the single most important correction
- Bag of visual words and place recognition — DBoW, NetVLAD
- Relocalization — recovering pose within an existing map
- Map representations — occupancy grids, feature maps, topological maps, TSDF, meshes
- LiDAR SLAM — Cartographer, LOAM, LIO-SAM, KISS-ICP
- Visual SLAM — ORB-SLAM3, RTAB-Map, and direct methods like DSO
- Visual-inertial odometry (VIO) — VINS-Fusion, OpenVINS; the standard for drones and AR
- Multi-session and lifelong mapping — maps that survive the environment changing
- Map maintenance — handling moved furniture, seasonal change, and construction
8.5 Optimization-Based Estimation
- Factor graphs — the modern unifying formulation for estimation problems
- Bundle adjustment — jointly optimizing camera poses and 3D structure
- Nonlinear least squares — Gauss-Newton and Levenberg-Marquardt on a sparse problem
- Sparsity structure — exploiting the fact that most poses don't see most landmarks
- Marginalization and sliding windows — bounding computation by dropping old states correctly
- Robust cost functions — Huber, Cauchy, Geman-McClure to survive bad data associations
- Libraries — GTSAM, g2o, Ceres Solver, and what each is suited to
- iSAM2 and incremental smoothing — updating a solution without re-solving from scratch
09Planning0/43
9.1 Foundations
- Configuration space (C-space) — the space of all robot configurations; where planning actually happens
- C-space obstacles — how a workspace obstacle becomes a much more complicated C-space region
- Free space and connectivity — what "a path exists" actually means
- Completeness — resolution complete, probabilistically complete, and neither
- Optimality and asymptotic optimality — will it find the best path, eventually or ever
- Collision checking — the operation that dominates planning runtime; broad phase and narrow phase
- Distance queries and swept volumes — checking motion between configurations, not just at endpoints
- FCL, Bullet and collision libraries — the standard implementations
9.2 Path Planning
- Graph search: BFS, DFS, Dijkstra — the foundations
- A\* — heuristic search; admissibility and consistency
- Weighted and anytime A\* — trading optimality for speed under a deadline
- D\* and D\* Lite — efficient replanning when the map changes
- Field D\* and Theta\* — any-angle paths that don't follow grid edges
- Grid and lattice representations — discretizing the world, and the resolution tradeoff
- State lattice planners — precomputed motion primitives respecting vehicle kinematics
- Hybrid A\* — continuous-state search for car-like vehicles; used in parking and autonomous driving
- Visibility graphs and Voronoi diagrams — classical geometric approaches
- Potential fields — elegant, fast, and prone to local minima
- Probabilistic Roadmaps (PRM) — build a graph by sampling; good for repeated queries in a static world
- Rapidly-exploring Random Trees (RRT) — grow a tree toward random samples; the sampling-based default
- RRT\* — asymptotically optimal RRT via rewiring
- RRT-Connect — bidirectional growth; much faster in practice
- Informed RRT\* and BIT\* — focusing sampling once a solution exists
- Sampling strategies — goal bias, Gaussian sampling, bridge tests for narrow passages
- Path smoothing and shortcutting — sampling-based paths are jerky and need post-processing
- OMPL — the standard planning library and its algorithm zoo
9.3 Motion Planning with Dynamics
- Kinodynamic planning — planning in state space with velocity and acceleration limits
- Nonholonomic planning — respecting constraints like "cannot move sideways"
- Dubins and Reeds-Shepp paths — shortest paths for car-like vehicles, forward-only and with reversing
- Trajectory optimization — CHOMP, STOMP, TrajOpt; deform an initial guess into a good trajectory
- Direct collocation and shooting methods — the two standard transcriptions of an optimal control problem
- Contact-implicit trajectory optimization — planning through making and breaking contact
- Local planners and reactive control — DWA, Timed Elastic Band, MPPI for obstacle avoidance in the loop
- Velocity obstacles and ORCA — reciprocal collision avoidance among multiple moving agents
- Global-local planner architecture — the standard two-layer navigation design
9.4 Task and Higher-Level Planning
- Symbolic planning — STRIPS and PDDL; reasoning about discrete actions and their preconditions
- Task and Motion Planning (TAMP) — coupling discrete task choices with continuous motion feasibility
- Behaviour trees — the modern standard for robot task orchestration
- Finite state machines — simpler, and adequate for many systems; SMACH and successors
- Hierarchical planning — decomposing a goal into subgoals
- Planning under uncertainty — MDPs and POMDPs; belief-space planning
- Replanning and execution monitoring — detecting that the plan is failing and doing something about it
- Multi-robot coordination — task allocation, conflict-based search, traffic management in warehouses
10Software: ROS 2 and Systems0/87
10.1 ROS 2 Core Concepts
- What ROS is and isn't — a middleware and toolset, not an operating system and not a framework you're locked into
- Why ROS 2 exists — real-time support, multi-robot, security, and production readiness that ROS 1 lacked
- Nodes — the unit of computation; one process or one component
- Topics — anonymous asynchronous publish/subscribe; the primary data flow mechanism
- Messages and interface definitions — `.msg`, `.srv`, `.action` files and code generation
- Services — synchronous request/response for quick queries
- Actions — long-running goals with feedback and cancellation; the right choice for motion commands
- Parameters — runtime configuration, declared and typed; parameter callbacks and validation
- Launch files — Python, XML and YAML launch; composing a system from many nodes
- Namespaces and remapping — running multiple instances without name collisions
- Lifecycle (managed) nodes — explicit configure/activate/deactivate states for deterministic startup
- Executors and callback groups — single-threaded vs multi-threaded, reentrant vs mutually exclusive
- Composition — running multiple nodes in one process for zero-copy intra-process communication
- rclcpp and rclpy — the C++ and Python client libraries, and when the performance difference matters
- Timers, rates and spinning — controlling execution frequency correctly
- Time in ROS 2 — system time, steady time, and simulated time via `/clock` and `use_sim_time`
10.2 ROS 2 Middleware and Quality of Service
- DDS — the underlying middleware standard ROS 2 is built on
- RMW implementations — Fast DDS, Cyclone DDS, Connext; swapping them and why you might
- Discovery — how nodes find each other, and why it becomes a problem at scale
- QoS profiles — reliability, durability, history, depth
- Reliable vs best effort — TCP-like guarantees vs UDP-like speed; sensor data usually wants best effort
- Transient local durability — late-joining subscribers receiving the last message; how latched topics work now
- QoS incompatibility — the silent failure where a publisher and subscriber never connect and nothing errors loudly
- Deadline, liveliness and lifespan — the QoS policies for detecting a dead publisher
- Zero-copy and shared memory transport — for large messages like images and point clouds
- DDS domains and partitions — isolating multiple robots on one network
- ROS 2 security (SROS 2) — authentication, encryption and access control
10.3 ROS 2 Ecosystem and Tooling
- Workspaces and overlays — underlay/overlay, and how sourcing actually works
- colcon — building a workspace; `--symlink-install`, `--packages-select`, parallel builds
- ament — the build system and its CMake and Python variants
- package.xml and dependencies — declaring what your package needs
- rosdep — resolving system dependencies across distributions
- ROS 2 distributions — the annual release cadence, LTS versus non-LTS, and choosing one deliberately
- ros2 CLI — `topic`, `node`, `service`, `param`, `bag`, `doctor`, `interface`; the daily debugging toolkit
- rqt — graph visualization, plotting, image viewing, console
- RViz2 — 3D visualization of everything; and writing custom displays
- rosbag2 — recording and replaying; the single most valuable debugging tool in robotics
- tf2 — the transform library; broadcasting, listening, buffering, and time-travel lookups
- tf2 debugging — `view_frames`, `tf_echo`, and diagnosing extrapolation errors
- URDF and xacro — describing a robot's kinematics, visuals and collision geometry
- SDF — the richer format used by Gazebo
- robot_state_publisher and joint_state_publisher — turning joint values into a tf tree
- ros2_control — the hardware abstraction and controller manager framework
- Controllers and hardware interfaces — writing a controller and a hardware component
- MoveIt 2 — motion planning, kinematics, collision checking and execution for manipulators
- Nav2 — the navigation stack; behaviour trees, costmaps, planners, controllers, recoveries
- micro-ROS — ROS 2 on microcontrollers
- ROS 1 bridge — interoperating with legacy systems
- Diagnostics and monitoring — `diagnostic_updater`, aggregators, and system health reporting
10.4 Real-Time Systems
- What real-time actually means — deterministic deadlines, not raw speed
- Hard, firm and soft real-time — and which parts of a robot need which
- Latency vs jitter — jitter is usually the thing that destroys control performance
- Control loop rates — why current loops run at tens of kHz and planners at a few Hz
- RT_PREEMPT Linux — the standard route to soft/firm real-time on a general-purpose OS
- Real-time operating systems — FreeRTOS, Zephyr, QNX, VxWorks
- Priority inversion and priority inheritance — the classic real-time failure and its fix
- Memory allocation in real-time code — why `malloc` in a control loop is a defect
- Lock-free data structures — passing data between threads without blocking
- CPU isolation and affinity — pinning a control thread away from everything else
- Worst-case execution time (WCET) — the number that matters for certification
- Watchdogs — detecting a hung control loop and failing safe
10.5 Simulation
- Why simulate — cheaper, faster, safer, and repeatable; and where it lies to you
- Gazebo / Gazebo Sim — the ROS-native simulator, with sensor and plugin ecosystems
- MuJoCo — fast and accurate contact dynamics; the research standard for control and RL
- NVIDIA Isaac Sim and Isaac Lab — photorealistic rendering plus GPU-parallel physics for RL at scale
- PyBullet — lightweight, scriptable, widely used in research
- Webots and CoppeliaSim — full-featured alternatives with good education support
- Drake — rigorous multibody dynamics and optimization-based control
- Physics engine choice — contact model, solver, timestep, and the stability implications
- The reality gap — where simulation and the real world diverge, and why contact and friction are worst
- Sensor simulation — camera, LiDAR, IMU models, and their noise
- Domain randomization — deliberately varying simulation parameters so policies transfer
- Software-in-the-loop and hardware-in-the-loop — testing real code and real hardware against a simulated world
- Digital twins — a live simulation mirroring a deployed system
10.6 Software Engineering for Robotics
- C++ for robotics — modern C++, RAII, smart pointers, templates; still the language of real-time code
- Python for robotics — prototyping, tooling, and scripting; and knowing when it's too slow
- Version control for large repos — monorepos, submodules, git-lfs for large assets
- Build systems — CMake proficiency is unavoidable
- Dependency and environment management — Docker containers for reproducible robot software
- Unit testing — gtest, pytest; testing algorithms in isolation
- Integration testing — launch_testing, testing whole node graphs
- Simulation-based CI — running scenario tests on every commit
- Logging — structured logging, log levels, and log volume management on a robot with limited storage
- Configuration management — YAML sprawl, and keeping configuration versioned with the code
- Code review and static analysis — clang-tidy, cppcheck, linters
- Profiling — perf, valgrind, tracing tools; finding the node that's blowing the cycle budget
- Deterministic replay — reproducing a field failure from a bag file
11Embedded Systems0/25
11.1 Microcontrollers and Firmware
- Microcontroller architectures — ARM Cortex-M, ESP32, AVR; picking for the job
- Registers and memory-mapped I/O — talking to hardware directly
- Interrupts and ISRs — priorities, latency, and what you must never do inside one
- DMA — moving data without the CPU; essential for high-rate sensor sampling
- Timers and counters — PWM generation, input capture, encoder quadrature decoding
- Clock configuration — PLLs, prescalers, and the source of many first-day mysteries
- Bare metal vs RTOS — when a superloop is enough and when it isn't
- FreeRTOS / Zephyr — tasks, queues, semaphores, mutexes
- Bootloaders and firmware update — field updates without bricking the robot
- Debugging embedded — JTAG/SWD, printf debugging, logic analysers, oscilloscopes
- Fixed-point arithmetic — control maths without an FPU
- Flash and EEPROM wear — persistent storage of calibration and state
- Brown-out and power-fail handling — behaving safely when the supply dips
11.2 Communication Buses
- UART / serial — the simplest link, and still everywhere
- SPI — fast, synchronous, short-range; sensors and displays
- I2C — multi-device, two wires, slow; addressing conflicts and bus lockups
- CAN bus — differential, robust, arbitration by priority; the automotive and industrial standard
- CANopen — the higher-level protocol layered on CAN for motor drives and I/O
- EtherCAT — deterministic real-time Ethernet; the standard for high-performance multi-axis motion
- Ethernet and UDP/TCP — the general-purpose robot backbone
- Time-sensitive networking (TSN) — deterministic Ethernet without a specialist protocol
- RS-232, RS-422, RS-485 — the serial standards still ubiquitous in industry
- USB — convenient, and a poor choice for anything that must never disconnect
- Wireless: Wi-Fi, Bluetooth, LoRa, 5G — bandwidth, latency and reliability tradeoffs
- Protocol selection — determinism, bandwidth, distance, connector cost, and noise immunity
12Industrial Automation and PLCs0/84
12.1 PLC Fundamentals
- What a PLC is — a ruggedized deterministic controller built for decades of continuous operation
- Why PLCs rather than a PC — determinism, reliability, environmental tolerance, and certification
- The scan cycle — read inputs, execute program, write outputs, housekeeping; repeat forever
- Scan time — and why an unbounded loop in a PLC program is a serious fault
- Digital I/O — sourcing vs sinking, 24 V logic, wetting current
- Analogue I/O — 4–20 mA and 0–10 V, scaling, and why 4–20 mA detects a broken wire
- I/O modules and racks — local and remote I/O, hot swap
- Tags and addressing — symbolic versus absolute addressing
- Data types — BOOL, INT, DINT, REAL, STRING, and vendor-specific structures
- Memory areas — inputs, outputs, markers, retentive memory, data blocks
- Timers and counters — TON, TOF, TP, CTU, CTD; the fundamental sequencing building blocks
- Latching and sealing circuits — the ladder logic idioms every plant floor uses
- First scan and initialization — establishing a known state at power-up
- Retentive vs non-retentive memory — what survives a power cycle, and what must not
12.2 IEC 61131-3 Programming
- The IEC 61131-3 standard — the five languages and why portability is still imperfect
- Ladder Diagram (LD) — relay-logic notation; universally understood by maintenance electricians
- Function Block Diagram (FBD) — signal-flow notation, good for continuous process control
- Structured Text (ST) — Pascal-like textual programming; the right choice for algorithms and maths
- Sequential Function Chart (SFC) — steps and transitions; ideal for sequential machine operation
- Instruction List (IL) — deprecated, still found in legacy code
- Program organization units — programs, function blocks, and functions
- Function blocks and instances — reusable stateful logic; the closest thing to objects
- Tasks and priorities — cyclic, event-driven and freewheeling tasks
- Structured programming in PLCs — modularity, naming conventions, and avoiding one 5,000-rung routine
- IEC 61131-3 object-oriented extensions — classes, interfaces and inheritance in modern platforms
- PLCopen motion function blocks — the standardized interface for coordinated motion
12.3 Platforms and Vendors
- Siemens — S7-1200/1500, TIA Portal; dominant in Europe
- Rockwell / Allen-Bradley — ControlLogix and CompactLogix, Studio 5000; dominant in North America
- Beckhoff and CODESYS — PC-based control, TwinCAT; the bridge between IT and OT
- Mitsubishi, Omron, Schneider, ABB — significant regional and sector presence
- Soft PLCs — control running on standard hardware with a real-time kernel
- Vendor lock-in — the practical reality of the industry, and how it shapes projects
- Licensing and toolchain cost — a genuine barrier to entry, and worth planning for
12.4 Industrial Networks
- Fieldbus vs industrial Ethernet — the generational split
- Modbus RTU and Modbus TCP — simple, ancient, universally supported
- PROFIBUS — the legacy Siemens fieldbus
- PROFINET — Ethernet-based, with real-time and isochronous classes
- EtherNet/IP — the Rockwell-aligned Ethernet protocol, built on CIP
- EtherCAT — sub-millisecond cycle times and precise synchronization
- CC-Link IE, POWERLINK, SERCOS — the other significant industrial Ethernet families
- IO-Link — point-to-point sensor and actuator communication below the fieldbus layer
- OPC UA — vendor-neutral information modelling and secure data exchange; the OT/IT bridge
- MQTT and Sparkplug B — lightweight publish/subscribe for industrial telemetry
- Network topology and determinism — star, ring, line; redundancy protocols like MRP and PRP
- Industrial network diagnostics — the tooling for finding a marginal connector on a live line
12.5 HMI, SCADA and Data
- HMI design — operator interfaces; the high-performance HMI philosophy of grey screens and meaningful colour
- Alarm management — rationalization, prioritization, and avoiding alarm floods (ISA-18.2)
- SCADA systems — supervisory control and data acquisition across a plant
- Historians — time-series storage of process data at scale
- Recipe and batch management — parameterized production; ISA-88
- MES and ERP integration — where the plant floor meets the business systems; ISA-95 levels
- Industry 4.0 and IIoT — edge gateways, cloud connectivity, and the security implications
- OT cybersecurity — IEC 62443, network segmentation, the Purdue model, and why air gaps mostly aren't
12.6 Industrial Robot Programming
- Teach pendant programming — jogging, teaching points, and the workflow most integrators actually use
- Vendor languages — KRL (KUKA), RAPID (ABB), Karel and TP (FANUC), URScript (Universal Robots)
- Online vs offline programming — teaching on the robot versus simulating and downloading
- Offline programming and simulation tools — RoboDK, Process Simulate, RobotStudio, Delmia
- Tool and work object calibration — TCP calibration by multi-point touch-up
- Coordinate systems on industrial robots — world, base, tool, work object frames
- Motion commands — joint, linear, circular; blending and zone parameters
- I/O and PLC integration — the robot as one device in a larger cell
- Program structure and error handling — recovering from a part not present or a gripper failure
- Cycle time optimization — the metric the customer actually cares about
- Robot cell design — layout, reach, fixturing, part presentation, and singularity avoidance
- Machine tending, palletizing, welding, dispensing — the four applications that dominate installed base
12.7 Safety and Functional Safety
- Risk assessment — ISO 12100; the process everything else follows from
- Hazard identification — pinch points, crush, impact, entanglement, stored energy
- The hierarchy of controls — eliminate, substitute, engineer, administrate, PPE; in that order
- ISO 13849-1 and Performance Level — PLr a through e, categories B/1/2/3/4, MTTFd, DC, CCF
- IEC 62061 and SIL — the alternative safety integrity framework
- IEC 61508 — the parent functional safety standard
- ISO 10218-1 and -2 — safety requirements for industrial robots and for their integration
- ISO/TS 15066 — collaborative robot operation; force and pressure limits by body region
- The four collaborative modes — safety-rated monitored stop, hand guiding, speed and separation monitoring, power and force limiting
- Emergency stop — categories 0, 1 and 2; E-stop is not a safeguard, it's a last resort
- Safety relays and safety PLCs — dual-channel architecture, cross-monitoring, diagnostic coverage
- Light curtains and area scanners — safety distance calculation from approach speed and response time
- Interlocked guards — and the defeat-resistance requirements
- Two-hand control and enabling devices — three-position enabling switches
- Safe torque off (STO) and safe motion functions — SS1, SS2, SLS, SLP at the drive level
- Validation and verification — proving the safety function actually works, and documenting it
- Machinery Directive / Regulation and CE marking — the European legal framework
- OSHA and ANSI/RIA R15.06 — the North American equivalents
- Functional safety is not cybersecurity — related, increasingly coupled, and distinct disciplines
13Manipulation0/31
13.1 Grasping
- The grasping problem — choosing where and how to make contact so the object stays held
- Force closure — the grasp can resist any external wrench using friction
- Form closure — geometry alone constrains the object, no friction needed
- Grasp quality metrics — epsilon quality, wrench space volume, and their limitations
- Antipodal grasps — two opposing contacts within the friction cone; the basis of most parallel-jaw grasping
- Analytical grasp synthesis — computing grasps from a known object model
- Data-driven grasp detection — Dex-Net, GraspNet, GG-CNN; predicting grasps directly from images or point clouds
- Grasp pose detection from partial views — the realistic case, where you never see the whole object
- Bin picking — cluttered, occluded, unknown pose; the canonical hard industrial vision task
- Singulation — separating one item from a pile before grasping it
- Suction grasping — often more practical than fingers; surface quality and porosity determine feasibility
- Grasp execution and failure recovery — detecting a failed grasp and retrying sensibly
13.2 End Effectors
- Parallel-jaw grippers — simple, robust, and adequate for a surprising proportion of tasks
- Vacuum and suction cups — the workhorse of logistics and packaging
- Magnetic grippers — for ferrous parts
- Multi-fingered hands — dexterous, expensive, and hard to control
- Underactuated and adaptive grippers — fewer motors than joints, conforming passively to shape
- Soft grippers — compliant materials handling fragile or irregular objects
- Tool changers — automatic end-effector swapping for multi-task cells
- Gripper force control — holding firmly enough not to drop and gently enough not to crush
- Custom fixturing and tooling — often a better answer than a cleverer gripper
13.3 Manipulation Beyond Pick and Place
- Contact-rich manipulation — insertion, assembly, connector mating; where models are least reliable
- Peg-in-hole and search strategies — spiral search, compliant insertion, force-guided alignment
- Remote centre of compliance (RCC) — passive mechanical assistance for assembly
- In-hand manipulation — repositioning an object without releasing it
- Non-prehensile manipulation — pushing, sliding, toppling; manipulating without grasping
- Deformable object manipulation — cloth, cable, food; state is high-dimensional and dynamics are hard
- Bimanual manipulation — two arms, coordinated constraints, closed kinematic chains
- Mobile manipulation — an arm on a base, where base positioning becomes part of the manipulation problem
- Manipulation planning — planning through contact mode changes and regrasps
- Tool use — grasping something in order to act on something else
14Mobile Robotics and Navigation0/51
14.1 Platforms
- Wheeled robots — the efficient default on flat ground
- Tracked robots — traction on rough terrain, at the cost of odometry and turning efficiency
- Legged robots — quadrupeds and bipeds; capability on unstructured terrain, enormous control complexity
- Aerial robots — multirotors and fixed wing; freedom of motion versus endurance
- Marine and underwater — buoyancy, currents, and the absence of GPS or radio underwater
- Platform selection — terrain, payload, endurance, cost, and regulatory constraints
14.2 Navigation
- The navigation stack architecture — localization, global planner, local planner, controller, recovery behaviours
- Nav2 — the ROS 2 navigation framework and its behaviour-tree orchestration
- Costmaps — occupancy, inflation layers, obstacle layers, static layers, and layered costmap composition
- Inflation radius and robot footprint — the parameters that decide whether the robot fits through the door
- Global planners — NavFn, Smac Planner, Theta\*
- Local controllers — DWB, TEB, Regulated Pure Pursuit, MPPI
- Recovery behaviours — clearing costmaps, rotating in place, backing up; what happens when stuck
- Waypoint following and route graphs — structured navigation in known environments
- Docking and precision alignment — charging contacts and conveyor handoff need millimetre accuracy
- Dynamic obstacle handling — people move, and the map doesn't know
- Social navigation — behaving predictably and legibly around humans
- Multi-floor navigation — lifts, maps per floor, and transitions between them
- GNSS/GPS and RTK — outdoor absolute positioning, and centimetre accuracy with corrections
- GNSS-denied navigation — indoors, underground, and under jamming
14.3 Legged Locomotion
- Why legs are hard — underactuated, hybrid dynamics, and a small support polygon
- Static vs dynamic stability — standing versus falling forwards in a controlled way
- Zero Moment Point (ZMP) — the classical criterion for balance
- Capture point and divergent component of motion — where to step to stop
- Centre of pressure and support polygon — the physical basis of balance
- Gaits — walk, trot, pace, bound, gallop; and gait transitions
- Simplified models — linear inverted pendulum, spring-loaded inverted pendulum, centroidal dynamics
- Footstep planning — where to place feet on uneven or discrete terrain
- Whole-body control for legged robots — hierarchical QP with contact constraints
- MPC for locomotion — the current standard for dynamic legged control
- RL for locomotion — trained in massively parallel simulation, transferred with domain randomization; now genuinely dominant
- Terrain perception for locomotion — elevation mapping and traversability estimation
- Fall detection and recovery — getting back up is a real capability requirement
14.4 Aerial Robotics
- Multirotor dynamics — underactuated; four inputs, six degrees of freedom
- Thrust and torque mixing — mapping desired body wrench to individual motor commands
- Cascaded control architecture — position outer loop, attitude inner loop, rate innermost
- Attitude estimation — the complementary or EKF filter fusing IMU and magnetometer
- Differential flatness — why multirotor trajectory generation is tractable
- Minimum snap trajectory generation — the standard method for aggressive flight
- PX4 and ArduPilot — the open source autopilot stacks
- MAVLink — the communication protocol between autopilot and companion computer
- Fixed-wing and VTOL — endurance and the transition control problem
- Failsafes — return to launch, geofencing, motor failure handling
- Airspace regulation — BVLOS, remote ID, and the operational limits that actually govern deployment
14.5 Fleets and Warehouse Robotics
- AGVs vs AMRs — fixed-path guided vehicles versus autonomously navigating robots
- Fleet management systems — task allocation, traffic control, deadlock avoidance
- Charging strategy — opportunity charging, battery swap, and duty cycle planning
- VDA 5050 — the standard interface between fleet managers and vehicles from different vendors
- Warehouse execution and WMS integration — the robot is one part of a much larger system
- Throughput modelling — simulating a fleet to size it before buying anything
- Mixed human-robot environments — the dominant real deployment condition
15Physical AI and Learning for Robotics0/59
15.1 Framing
- What "physical AI" means — learned systems that perceive and act in the physical world under real-time and safety constraints
- Why robotics is harder than other ML domains — data is expensive, mistakes have physical cost, and the model's actions change its own data distribution
- The data bottleneck — there is no internet-scale corpus of robot interaction, and this is the field's central problem
- Classical vs learned components — a modular pipeline with learned perception, or end-to-end; and the honest tradeoffs
- Where learning genuinely wins — perception, contact-rich skills, and generalization to object variation
- Where classical methods still win — anything with a good model, anything safety-critical, anything needing guarantees
15.2 Imitation Learning
- Behaviour cloning — supervised learning on state-action pairs from demonstrations
- Compounding error and covariate shift — the fundamental flaw of naive behaviour cloning
- DAgger — iteratively collecting expert corrections on the policy's own state distribution
- Multimodality in demonstrations — humans do the same task different ways, and averaging them produces nonsense
- Action chunking (ACT) — predicting a sequence of actions at once to reduce compounding error
- Diffusion policy — modelling the action distribution with a diffusion model; handles multimodality well
- Inverse reinforcement learning — inferring the reward function from demonstrations
- Goal-conditioned imitation — one policy, many tasks, specified at inference
- How many demonstrations — the practical question, and how sharply it varies by task
15.3 Reinforcement Learning for Robotics
- The RL formulation — states, actions, rewards, policies, value functions
- Model-free algorithms — PPO, SAC, TD3; what's actually used on robots
- Model-based RL — learning dynamics and planning within them; far more sample efficient
- Sample efficiency — the binding constraint on any real-robot RL
- Reward shaping — and reward hacking, where the agent optimizes exactly what you wrote
- Sparse rewards and exploration — curriculum learning, hindsight experience replay
- Safe RL — constrained MDPs, shielding, and control barrier functions as a safety filter
- Offline RL — learning from logged data without further interaction
- Massively parallel simulation — Isaac Lab and thousands of simultaneous environments on one GPU
- Residual RL — learning a correction on top of a classical controller rather than replacing it
15.4 Sim-to-Real
- The reality gap — every mismatch between simulator and world, and which ones matter
- Domain randomization — randomizing dynamics, appearance, latency and noise so the policy can't overfit to the sim
- System identification — measuring your real robot's parameters to make the simulator more accurate
- Real-to-sim — building simulation assets from real scans
- Actuator modelling — usually the largest single source of sim-to-real gap
- Latency modelling — real sensors and actuators have delays that simulators often omit
- Observation and action space design — choosing representations that transfer
- Fine-tuning on real data — a small amount of real interaction after large-scale simulated training
- When sim-to-real fails — contact-rich tasks, deformables, and anything where friction matters
15.5 Foundation Models for Robotics
- Vision-language-action (VLA) models — a single model mapping images and instructions to actions
- The lineage — RT-1, RT-2, OpenVLA, Octo, π0 and successors; a fast-moving area
- Cross-embodiment learning — training across different robot bodies to share data; the Open X-Embodiment effort
- Pretrained vision encoders for robotics — using DINOv2, SAM or CLIP features rather than training from pixels
- LLMs for task planning — decomposing an instruction into steps; SayCan and successors
- Code generation as a robot interface — an LLM writing the policy or the plan rather than the actions
- Grounding language in the physical world — the hard part; a model that talks fluently about physics may not obey it
- Evaluation of generalist policies — genuinely unsolved; benchmarks are immature and real-world evaluation is expensive
- Latency and deployment constraints — a large model in a 10 Hz control loop is a systems engineering problem
- Honest assessment — impressive demonstrations, limited reliability, and a large gap between video and deployment
15.6 World Models and Prediction
- Learned dynamics models — predicting the next state given state and action
- Latent dynamics — Dreamer-style models that predict in a compressed space
- Video prediction models — predicting future frames as an implicit world model
- Planning inside a learned model — MPC with a neural dynamics model
- Model error compounding — why long-horizon rollouts in learned models degrade
- Uncertainty-aware models — ensembles and probabilistic dynamics for knowing when not to trust the model
15.7 Data Collection and Teleoperation
- Teleoperation interfaces — VR controllers, leader-follower arms, exoskeletons, space mice
- Low-cost teleop rigs — ALOHA, GELLO, and the shift toward affordable data collection
- Handheld data collection — UMI-style grippers that collect demonstrations without a robot present
- Kinesthetic teaching — physically guiding a backdrivable arm through the motion
- Data quality versus quantity — a small set of consistent demonstrations often beats a large inconsistent one
- Dataset formats and tooling — LeRobot, RLDS, and the standardization effort
- Open datasets — Open X-Embodiment, DROID, BridgeData
- Autonomous data collection — self-supervised practice, and the safety problem it creates
- Scaling laws for robot data — an open question, and the field's most consequential one
16Human-Robot Interaction0/12
- Collaborative robots — arms designed to share a workspace with people; power and force limiting
- Speed and separation monitoring — dynamic safety zones that shrink the robot's speed as a person approaches
- Human detection and tracking — the perception requirement underlying every safety function
- Intent prediction — anticipating where a person is going to reach
- Legible motion — moving so a human can correctly infer what the robot will do next
- Shared autonomy — blending human input with autonomous assistance
- Handover — passing an object to or from a person; deceptively difficult
- Interfaces — voice, gesture, touchscreen, AR overlays; and matching interface to task
- Trust and over-trust — both under-reliance and complacency are failure modes
- Mental models — what the operator believes the robot is doing versus what it is doing
- Anthropomorphism — the expectations a humanoid form creates and usually fails to meet
- Workplace acceptance — the deployment factor most technical teams underestimate
17Testing, Validation and Deployment0/25
17.1 Testing
- Unit and integration testing — as in any software, plus hardware mocks
- Simulation-based regression testing — running scenario suites in CI
- Hardware-in-the-loop testing — real controllers against simulated plant
- Scenario-based testing — enumerating the situations the robot must handle
- Fault injection — deliberately failing sensors, networks and actuators to test degradation
- Long-duration soak testing — the failures that only appear after 200 hours
- Edge case and adversarial testing — reflective floors, glass walls, sunlight through a window
- Acceptance testing — the criteria that determine whether the customer signs
17.2 Reliability and Maintenance
- MTBF and MTTR — the two numbers a customer's operations team actually cares about
- FMEA — failure modes and effects analysis; systematic enumeration of what can go wrong
- Fault tree analysis — reasoning backwards from a hazard to its causes
- Graceful degradation — continuing to operate safely with reduced capability
- Redundancy — where it's worth the weight and cost, and where it just adds failure modes
- Predictive maintenance — vibration and current signature analysis to catch bearing wear early
- Spares and serviceability — designing for field replacement by a non-expert
- Wear items — belts, bearings, cables, gripper pads; and planning their replacement cycle
17.3 Deployment and Operations
- Site survey and commissioning — the environment is never what the drawings said
- Calibration in the field — and re-calibration after a collision
- Fleet software updates — staged rollout, rollback, and never bricking a robot remotely
- Remote monitoring and telemetry — knowing a robot is degrading before the customer calls
- Remote diagnostics and teleassist — a human resolving the cases autonomy can't
- Data pipelines from the field — logging enough to debug without saturating the network
- Incident investigation — bag replay, root cause analysis, and corrective action
- Operator training and documentation — a substantial deliverable, routinely underestimated
- Total cost of ownership — what the customer is really evaluating
18Tooling and Ecosystem0/17
- C++ — the language of real-time robotics; modern C++ and its idioms
- Python — prototyping, scripting, ML, and the whole tooling layer
- Rust — growing interest for safety-critical embedded and middleware
- MATLAB/Simulink — still dominant in control design and automotive
- Eigen — the C++ linear algebra library everything is built on
- OpenCV — classical computer vision
- PCL and Open3D — point cloud processing
- Ceres, g2o, GTSAM — nonlinear optimization and factor graphs
- Pinocchio — fast rigid body dynamics with analytical derivatives
- Drake — multibody dynamics, optimization, and verification
- OMPL — sampling-based motion planning
- CasADi — symbolic framework for optimal control and NMPC
- PyTorch / JAX — the learning side
- NVIDIA Jetson — the standard edge compute platform for robots
- Compute selection — CPU, GPU, FPGA, and dedicated accelerators; matching hardware to workload
- Common research platforms — UR arms, Franka, Kinova, Unitree, TurtleBot, and what each is good for teaching
- The vendor landscape — industrial arms, cobots, AMRs, and the integrators who deploy them
19Practice and Career0/29
19.1 Building Competence
- Build something that moves — a line follower, a balancing robot, a small arm; the physical debugging skill only comes from hardware
- Simulate first, then break it in reality — and learn exactly which assumptions failed
- Reproduce a paper — the fastest route from reading to understanding
- Work with a real industrial robot — even briefly; it recalibrates expectations enormously
- Write a PID controller from scratch — and tune it on real hardware with real friction
- Implement a Kalman filter from scratch — before ever using a library one
- Do a full calibration — camera intrinsics, hand-eye, and tool centre point
- Debug with an oscilloscope — some faults are invisible from software
- Take a system from prototype to something that runs unattended for a week — this is where the real learning is
19.2 Staying Current
- Key conferences — ICRA, IROS, RSS, CoRL, and Humanoids
- Reading papers critically — especially distinguishing a demonstration from a capability
- The video-to-deployment gap — an impressive clip may represent one success in fifty attempts
- Open source participation — ROS, MoveIt, Nav2 and the rest are maintained by people you can talk to
- Standards literacy — knowing which standards apply to your sector is a genuine professional differentiator
19.3 Specialization Paths
- Controls engineer — dynamics, control theory, real-time systems
- Perception engineer — computer vision, sensor fusion, deep learning
- Motion planning engineer — algorithms, optimization, computational geometry
- Robotics software engineer — ROS 2, C++, architecture, integration
- Embedded/firmware engineer — microcontrollers, drivers, real-time, hardware bring-up
- Mechanical/mechatronics engineer — design, actuation, structures
- Controls and automation engineer — PLCs, industrial networks, plant floor integration
- Systems integrator — designing and commissioning complete cells and lines
- Robot learning researcher — imitation, RL, foundation models
- Safety engineer — risk assessment, functional safety, certification
- Field/deployment engineer — the role that discovers what the other roles got wrong
19.4 Two Cultures Worth Understanding
- Research robotics vs industrial automation — one optimizes for capability and novelty, the other for uptime and cost per part; both call themselves robotics and they share surprisingly little vocabulary
- Why industrial systems look conservative — a line stopping costs thousands per minute, and a clever solution that fails once a week is worse than a dull one that never does
- Why research systems look fragile — they are demonstrating that something is possible, which is a different objective from demonstrating it is reliable
- The translation problem — moving a capability from one culture to the other is itself a hard engineering discipline, and where much of the current opportunity sits