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NexDome firmware for Arduino

This firmware was professionally developed for NexDome by Tigra Astronomy. The code is open-source and is licensed under the Tigra Astronomy MIT license.

Table of Contents {ignore=true}

[TOC]

Development Environment

The Arduino IDE is great for casual experimentation but is rather limiting for serious software development. This project was developed using Microsoft Visual Studio, with the VisualMicro Arduino extension, which makes it easy to have local libraries and shared code projects and reference them in exactly the same way you would in a C# project, without having to install the library or move it to some aesoteric location.

Therefore, to compile this project, you will need Microsoft Visual Studio 2017 or later, and the VisualMicro Arduino extension. Both products have free versions that can be used to build this solution.

One useful feature of the Arduino IDE is that it includes the ability to compile and upload sketches to the target device in one operation. However, the process of installing the Arduino IDE, plus all of the libraries required, downloading the source code, compiling it and finally uploading the compiled sketch is too risky and complicated for non-technical end users. This also would have tied the project to the Arduino IDE, which would have restricted our development practices. We have therefore produced a firmware uploader utility written in C# within the same solution. This enables distribution of pre-compiled firmware in Intel Hex format (*.hex) and these files can be directly uploaded to the Arduino using a simple command.

Design Philosophy

Within the limitations of the Arduino platform (a resource-constrained embedded system), we have tried to apply the SOLID principles of object oriented design:

S - Single responsibility principle; each class should have only one responsibility
O - Open/Closed principle; open for extension, closed for modification
L - Liskov substitution principle; superclasses and subclasses classes should be interchangeable
I - Interface segregation principle
D - Dependency inversion principle; depend on abstractions not details

Well-factored object oriented code that adheres to the SOLID principles should be loosely coupled, highly cohesive, testable and have low viscosity for future maintenance.

Due to severe resource constraints imposed by the target platform, we have had to compromise somewhat on this ideal and use a more procedural style in order to save memory and code space. Due to lack of a unit testing framework for the Arduino platform, we have also not produced unit tests.

Memory Management

Dynamic memory allocations have been agressively avoided. As a resource-constrained embedded system with just 2Kb of data memory, there is not much space available for a heap and we can't tolerate "Out Of Memory" errors at runtime. The system must be stable for days, months or even years at a time so the memory management strategy must be frugal, deterministic and stable.

Our solution to this is to statically pre-allocate as many objects as possible once, in global scope, then never delete them. The top level .ino sketch file contains these allocations either as statically initialized global variables or in the setup() method and this essentially forms the Composition Root for the system. The main exception to this rule is in the XBee state machine classes, which are created and destroyed as necessary - however the system will usually remain in the Online state so there will be a stable configuration most of the time.

Since we can assume that most objects are never freed, there is little to be gained from the use of smart pointers and we have chosen to avoid the overhead and use "raw" pointers where necessary. Where possible, we have used references (&) and pass-by-reference, and these references typically resolve to one of the objects defined in global scope in the main sketch file.

We make use of the C++ standard template library defined in namespace std:: and provided by the library ArduinoSTL. This is perhaps unusual in the context of an Arduino sketch, for reasons we don't really understand. Perhaps many Arduino programmers are not familiar with the full capabilities fo th C++ language (a situation that the Arduino IDE and approach to programming seems to propagate). Perhaps it is because many people believe that these classes require more memory and the Arduino is somehow "not powerful enough" to use them. In fact, these classes are highly optimised and do not incur much, if any, overhead. What they do provide is algorithms and data structures that have been highly polished over many years, and a degree of readability and modularity to the code. We think that the trade-off of a slight memory and performance overhead is more than worth the extra readability and maintainability that it gives the code. We make good use of the std::vector<T> class to manage collections and in particular for sending, receiving and manipulating XBee API data frames. Typically we construct vectors with a reserved capacity, so that re-allocation of memory is not necessary, and we never free these structures so they remain permanently allocated (note: passing by reference does not copy the data). We also make use of std::string.

Motor Control

The stepper motors have a Direction/Step/Enable hardware interface and are driven by generating a square wave onto the Step pin while the Enable pin is asserted. Direction of movement is controlled, self evidently, by the Direction pin. Negating the Enable pin removes energy from the motor coils and releases holding torque.

The stepping process is time sensitive and demands high throughput speeds and consistent step pulse train generation for smooth motor operation. Tigra Astronomy has developed a control library for stepper motors that ensures that steps can be delivered at high speed and with consistent timing, regardless of what is happening in the Arduino main loop. The popular AccelStepper library does not achieve this because it relies on being called within the Arduino main loop and mingles all of the acceleration computations in with the step generation.

Here we see a clear advantage in paying attention to the Single Responsibility Principle. Tigra's stepper driver logically divides stepping into two parts:

Step Generator

A step generator (implements: IStepGenerator) is responsible for generating a pulse train where each rising edge causes the motor to make one step. The step generator is responsible for timing (step speed) and has no concept of position, direction or the type of steps (whole steps, microsteps, etc.)

We have provided a single implementation, CounterTimer1StepGenerator, which uses the Timer 1 block of the AVR processor to generate accurately timed pulses with 50% duty cycle. The timer is configured to generate interrupts using the OCR1A compare register. The timing source is the undivided system clock, which allows for a theoretical stepping bandwidth of about 244 steps/second up to 16,000,000 steps/second.

Step Sequencer

The step sequencer (implements: IStepSequencer) carries the responsibility of writing the correct hardware signals to the motor driver and keeping track of the step position.

Our MicrosteppingMotor class provides the IStepSequencer implementation and allows for acceleration and deceleration. MicrosteppingMotor also keeps track of the current step position and enforces limits of travel on the motors.

Acceleration

The MicrosteppingMotor class implements acceleration and deceleration based on the equation of uniform acceleration, $v = u + at$. This reduces the risk of stalling, especially when moving heavy loads.

The ComputeAcceleratedVelocity method is called once per Arduino main loop to recompute the motor velocity and acceleration curves. We have found that acceleration can be treated as a lower priority task and does not need to be computed for every step. This allows us to schedule it in the main loop with other tasks and maintain a clean separation of concerns in the code.

The "Ramp Time" (the time taken to accelerate from rest to maximum speed) is configurable by the user. Ramp time is specified in milliseconds. 250 to 500 milliseconds is usually sufficient for moderate loads but for more massive loads this can be increased.

Speed and Power Considerations

The NexDome controllers us a 15.3:1 gearing arrangement to drive both the rotator and shutter mechanisms. This arrangement provides a naturally stable system at rest which means that holding torque in the stepper motors is unnecessary. Therefore, the step drivers are disabled once motion has ceased. This reduces power consuption and keeps the motors and step drivers cool when not actively driving the mechanism.

While the AdvancedStepper code is capable of very high step rates, there is a trade-off between maximum stepping speed, available torque and power consumption and mechanical considerations inherent to the structure. The firmware provides commands for reading and writing the maximum step rate (@VR, @VW) and acceleration ramp time (@AR,@AW) so that the end user can manage this speed/torque/power tradeoff to suit local conditions. Conservative defaults are provided.

The Tigra AdvancedStepper code is capable of driving steps at a theoretical rate of at least 50,000 microsteps per second on an Arduino AVR family CPU (UNO, Leonardo). In practice the motors and driver modules used will dictate the maximum possible speed beyond which the motors may be unable to provide sufficient torque and may stall. Sensible factory defaults have been carefully chosen and we do not advise adjusting the motor parameters away the factory defaults without good reason.

Command Processor

Command processing is handled by the CommandProcessor class. This is actually a port of a more object-oriented library (also developed by Tigra Astronomy) but is one area where we found it necessary to favour smaller resource usage over code structure. Therefore our object oriented design has been collapsed into more procedural code in this implementation.

When a well formed command is received from the serial communications channel it is passed to DispatchCommand() which decides whether it is a local or remote command. If local, it is passed on to CommandProcessor::HandleCommand(). Otherwise it is passed to teh XBee state machine for transmission on to the remote device.

Each command verb has its own handler method. CommandProcessor::HandleCommand() decides which handler method to call based on the command verb.

All command handlers return a Response structure, which contains the text (if any) to be transmitted back to the client application.

Command Protocol

For details of the firmware commands and responses, please refer to the Firmware Protocol page of the ASCOM driver wiki.

Arduino Libraries Used

  • ArduinoSTL - standard template library (install from library manager)
  • eeprom - for reading and writing the nonvolatile storage (install from library manager)
  • AdvancedStepper - Tigra Astronomy's advanced stepper motor control (included/local)
  • XBeeAPI - NexDome specific, used for sending, receiving and parsing XBee API data frames (included/local)
  • XBeeStateMachine - NexDome specific, used to control the sate of XBee communications (included/local)
  • Timer - Tigra Astronomy's timer utility, used primarily for monitoring timeouts. (included/local)

@import "Markdown\XBee.md"

XBee State Machine

The XBee communications is managed by a state machine that controls startup, configuration and ongoing monitoring of the connection to the remote device.

The framework of the state machine is common to both rotator and shutter, so it is contained in a shared library called XBeeStateMachine. The operation of the two modules differs as the Rotator module must act as coordinator and the Shutter module as an endpoint. The states are therefore implemented directly in each sketch.

Rotator XBee State Machine

@import "Markdown\RotatorXBeeStatemachine.md"

Shutter XBee State Machine

@import "Markdown\ShutterXBeeStatemachine.md"

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