Practical Sensor Selection for Robotics Projects: Matching Sensors to Tasks and Constraints

Capítulo 14

Estimated reading time: 11 minutes

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A selection workflow that starts from the task

Sensor selection in robotics is less about picking “the best sensor” and more about matching a task’s requirements and constraints to what a sensor can reliably deliver in your specific environment and integration budget. A practical workflow is: (1) write measurable task requirements, (2) translate them into sensor performance needs, (3) shortlist sensor modalities and specific parts, (4) check non-measurement constraints (compute, wiring, power, mechanics, protection, cost), (5) prototype and validate with logged data and ground truth, (6) define runtime health checks so the system remains reliable over time.

Step 1 — Define task requirements as numbers

Start with a one-page “sensor requirements sheet” per task. Avoid vague statements like “accurate” or “fast”; instead, define thresholds, update rates, and failure tolerance.

  • Range / working distance: minimum and maximum distance you must measure or detect (e.g., 0.05–2.0 m).
  • Precision / resolution: smallest change that matters to the controller (e.g., ±5 mm at 1 m, or 1° angular resolution).
  • Accuracy / allowable error: maximum acceptable deviation from ground truth for the task to succeed (e.g., obstacle distance error < 3 cm).
  • Update rate / latency: control loop needs (e.g., 30 Hz with < 50 ms end-to-end latency).
  • Field of view / coverage: narrow beam vs wide area; 2D plane vs 3D volume; blind spots.
  • Environment: lighting, dust, fog, reflective surfaces, temperature, vibration, EMI, outdoor sunlight, presence of people.
  • Safety / failure tolerance: what happens if the sensor fails or lies? Define safe fallback behavior and redundancy needs.
  • Physical constraints: size, mounting location, occlusion risk, cable routing, moving joints.

Step 2 — Map requirements to sensor capability questions

Convert the requirements into questions you can answer from datasheets and quick tests:

  • Does it measure what you need, or only correlate? Example: “detect a pallet edge” may be better served by a planar scanner or depth sensing than a single-point range sensor.
  • What are the dominant failure modes in your environment? Spec sheets rarely capture your floor material, lighting, or clutter.
  • Is the update rate real at your compute budget? A camera at 60 fps is not useful if your pipeline outputs at 10 Hz.
  • What is the coverage geometry? A narrow-beam sensor can miss thin obstacles; a wide-FOV sensor can see too much clutter unless you segment.
  • How does performance degrade? Prefer sensors that fail “gracefully” (increasing noise) over sensors that produce plausible but wrong readings.

Step 3 — Build a shortlist using a comparison matrix

Create a matrix that scores candidate sensors against your requirements. Use a simple 1–5 score and add notes about risks. Keep it task-specific: a sensor that is perfect for obstacle detection may be poor for precise alignment.

CriterionHow to scoreNotes to capture
Meets range1=misses, 3=barely, 5=comfortable marginInclude min range and saturation behavior
Meets precision/accuracy1=insufficient, 5=exceedsAt the distances that matter, not “best case”
Update rate & latency1=too slow, 5=fast enough with marginInclude processing latency and bus limits
Environmental robustness1=fragile, 5=robustLighting, dust, reflectivity, vibration
Integration complexity1=hard, 5=easyDrivers, calibration effort, mechanical mounting
Safety suitability1=unsafe alone, 5=supports safe designSelf-test, diagnostics, redundancy options
Cost & availability1=high risk, 5=low riskLead time, vendor lock-in, spares

Scenario-based recommendations

The goal here is not to re-teach each sensor’s physics, but to show how to match tasks to practical sensor sets and integration choices.

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Scenario 1 — Indoor navigation (mobile robot in offices/labs)

Typical requirements: detect walls/obstacles from ~0.2–10 m, handle glass/reflective surfaces, update 10–30 Hz, tolerate changing lighting, support localization and mapping, safe around people.

Recommended sensor set (common patterns):

  • Primary geometry: 2D LiDAR (planar scanner) for robust obstacle contours and mapping in many indoor spaces.
  • Supplementary near-field: short-range proximity sensors around the base for blind spots and docking.
  • Semantic awareness (optional): RGB or depth camera for recognizing people, doors, and dynamic obstacles when compute allows.

Integration notes: A planar scanner mounted too high can miss chair legs; too low can be occluded by the bumper. If glass walls are common, plan for “unknown space” handling and conservative safety margins. If you use a camera for people detection, treat it as an additional cue rather than the only safety layer unless you have a verified safety architecture.

Scenario 2 — Line-following (education robot or AGV on taped lines)

Typical requirements: detect line position at high rate (50–200 Hz), low latency, robust to floor texture and lighting, low cost, minimal compute.

Recommended sensor set:

  • Line sensor array (reflectance): multiple elements across the front to estimate line offset and curvature.
  • Wheel odometry: for short-term smoothing and to bridge brief line loss (e.g., gaps, crossings).

Step-by-step selection:

  • Choose array width so the line stays within the array during maximum expected lateral error.
  • Pick element count based on how precisely you need the line center (more elements improves robustness at turns and intersections).
  • Verify the sensor’s emitter wavelength and receiver sensitivity against your floor and tape; test under worst lighting (sunlight through windows, glossy floors).
  • Ensure the sampling rate supports your maximum speed: a practical rule is to get multiple measurements per control response distance. If the robot travels 2 cm between updates, tight turns will be unstable.

Integration notes: Mechanical standoff height is critical; design a rigid mount and protect the sensor from scraping. Add shielding to reduce ambient light. Provide a quick “teach” mode to capture black/white levels for different floors.

Scenario 3 — Warehouse obstacle detection (AGV/AMR in aisles)

Typical requirements: detect pallets, forks, and people; longer ranges (several meters); wide coverage; high reliability; dust; varying lighting; safety constraints; must handle dynamic obstacles.

Recommended sensor set:

  • Primary safety/obstacle layer: safety-rated 2D LiDAR (where required by your safety case) with defined protective fields.
  • Supplementary coverage: additional LiDARs or depth sensors to reduce occlusions (e.g., low-mounted sensor for pallet forks, higher sensor for torso-level obstacles).
  • Identification (optional): camera for reading markers or recognizing pallet types, if compute and lighting allow.

Selection considerations:

  • Coverage planning: draw top-down coverage arcs and identify occlusions from the robot body and payload.
  • Surface edge cases: shrink wrap and reflective metal can produce dropouts; plan conservative stopping distances and multi-sensor redundancy.
  • Dust and maintenance: choose housings and windows that are easy to clean; plan for contamination detection (signal strength trends, dropout rate).

Scenario 4 — Robotic arm pick-and-place (bin picking or conveyor pick)

Typical requirements: estimate object pose, handle occlusions, achieve placement tolerance (e.g., ±1–2 mm for tight fixtures), update fast enough for motion planning, robust to specular parts, integrate with end-effector constraints.

Recommended sensor set:

  • Primary perception: 3D depth sensing (stereo/depth camera or structured/ToF depth) positioned to minimize occlusion.
  • Close-range verification: end-effector proximity or short-range depth for final approach alignment.
  • Contact confirmation: gripper sensors (e.g., finger position/current/force) for grasp success detection and slip detection.

Step-by-step selection:

  • Define the tolerance stack: required placement tolerance, robot repeatability, gripper compliance, and sensor measurement error budget.
  • Choose camera placement: fixed-overhead vs wrist-mounted. Wrist-mounted improves viewpoint flexibility but increases cable motion and calibration complexity.
  • Evaluate failure cases: shiny parts, black plastics, transparent items, and clutter. If these are common, plan alternative cues (fiducials, structured lighting, or mechanical alignment features).
  • Check end-to-end latency: perception + pose estimation + planning must fit within the motion cycle time.

Integration notes: Mechanical rigidity of the camera mount matters as much as sensor specs; small flex can dominate pose error. Provide a repeatable reference target in the cell for quick verification after maintenance.

Scenario 5 — Human-robot interaction (collaborative spaces)

Typical requirements: detect human presence and distance, track motion, maintain safe separation, low false negatives, predictable behavior, privacy considerations, robust in cluttered environments.

Recommended sensor set:

  • Presence and separation monitoring: wide-FOV depth sensing or LiDAR-based monitoring depending on the space geometry.
  • Close-range safety: bump/contact sensing and joint/actuator monitoring for immediate stop behavior.
  • Optional intent cues: vision-based skeleton/pose estimation if compute allows and if privacy policy permits.

Selection considerations: Prioritize sensors with strong diagnostic capabilities and predictable failure behavior. If the application is safety-critical, align sensor choice with the required certification path early; “good performance in demos” is not a substitute for a safety argument.

Non-measurement constraints that often decide the winner

Compute budget and software complexity

  • Throughput: estimate data rate and processing cost. Example: a depth camera can require significant CPU/GPU for point cloud processing and segmentation.
  • Determinism: control and safety features prefer bounded latency. A sensor that produces bursty workloads can destabilize real-time loops.
  • Driver maturity: stable drivers, timestamp support, and diagnostics are often more valuable than slightly better raw specs.

Wiring, connectors, and EMI

  • Connector robustness: choose locking connectors for mobile platforms; avoid fragile friction-fit headers in vibrating systems.
  • Cable management: plan bend radius, strain relief, and routing away from motors and switching power supplies.
  • Interface choice: I2C is simple but can be fragile over distance; CAN/RS-485 are more robust for longer runs; Ethernet is strong for high bandwidth but needs network design.

Power and thermal constraints

  • Peak vs average power: some sensors have high inrush or peak draw; size regulators accordingly.
  • Noise coupling: provide clean power rails and grounding; separate analog and high-current paths where possible.
  • Heat: sensors with onboard processing may need thermal paths; temperature drift can change performance.

Mechanical mounting and field of view

  • Rigid mounting: flex and vibration create apparent motion and misalignment.
  • Occlusion analysis: model what the robot body, payload, and environment will block during operation.
  • Serviceability: design mounts so sensors can be cleaned/replaced without reworking the whole robot.

Ingress protection (IP) and environmental ratings

  • Dust/water: choose IP ratings appropriate to cleaning methods and environment (warehouse dust, outdoor rain, washdown).
  • Window contamination: optical sensors need a clean aperture; plan covers, air knives, or cleaning schedules if needed.
  • Temperature range: confirm operation at worst-case ambient plus self-heating.

Cost, availability, and lifecycle

  • Total cost: include mounts, cables, compute upgrades, protective housings, and calibration fixtures.
  • Supply chain: check lead times and second-source options; avoid single points of failure in procurement.
  • Maintenance cost: sensors that require frequent cleaning or recalibration can dominate operational cost.

Quick comparison matrices for common robotics tasks

Task-to-sensor fit (high-level)

TaskBest-fit sensor typesWhy they fitCommon pitfalls
Indoor obstacle avoidance2D LiDAR + near-field proximityReliable geometry, wide coverageOcclusions, glass/reflective dropouts, mounting height
Line followingReflectance arrayHigh rate, low compute, direct lateral errorLighting sensitivity, height variation, glossy floors
Warehouse safety fieldsSafety-rated LiDAR (as required)Defined protective zones, diagnosticsDirty windows, occlusions by payload, field configuration errors
Pick-and-place poseDepth sensing + end-effector verification3D pose cues, supports grasp planningSpecular/transparent objects, calibration drift, latency
Human proximity monitoringWide-FOV depth/LiDAR + contact sensingSeparation distance + immediate stop layerFalse negatives in clutter, privacy constraints, blind spots

Integration effort vs performance (rule-of-thumb)

OptionTypical computeTypical integration effortWhen to choose
Single-point ranging/proximityLowLow–mediumSimple detection, short-range safety bumpers, docking aids
Planar scanning (2D LiDAR)Low–mediumMediumNavigation and obstacle detection with strong geometry cues
Vision/depth perceptionMedium–highMedium–highObject recognition, pose estimation, human-aware behavior
Multi-sensor redundancyMedium–highHighSafety-critical or high-availability systems

Structured selection and integration workflow (practical)

1) Write a requirement table and acceptance tests

For each sensor function, define how you will test it. Example acceptance tests:

  • Obstacle detection: detect a 5 cm diameter pole at 2 m with ≥95% detection probability while moving at 1 m/s.
  • Line following: maintain lateral error < 1 cm at 0.5 m/s on matte and glossy floors.
  • Pick-and-place: place part within ±2 mm and ±2° across 100 cycles with mixed lighting.

2) Shortlist sensors and prototype quickly

Buy or borrow 2–3 candidates if possible. A short bench test often reveals integration pain (drivers, timestamps, noise susceptibility) faster than weeks of datasheet reading.

3) Check system-level constraints early

  • Timing budget: sensor exposure/measurement time + transfer time + processing + control output.
  • Bandwidth: confirm bus capacity with margin; avoid saturating shared links.
  • Power budget: include peaks; verify regulator headroom.
  • Mechanical envelope: verify FOV is not blocked through full motion and payload configurations.

4) Decide on redundancy and fallback behavior

For each critical function, define what happens when the sensor is degraded or unavailable. Examples:

  • If primary obstacle sensor reports invalid data, reduce speed and rely on near-field sensors while stopping in a controlled manner.
  • If perception confidence drops below a threshold in pick-and-place, switch to a slower “verification approach” using close-range sensing.

Integration checklist for reliable long-term operation

  • Verify timing: confirm timestamps are monotonic, latency is within budget, and update rate is stable under full CPU load.
  • Run calibration: execute the required calibration routines after mounting; record calibration versions and dates.
  • Log raw and processed data: capture representative runs (best case and worst case). Include sensor status flags and temperatures.
  • Apply basic filtering: implement minimal smoothing/outlier rejection appropriate to the task, and verify it does not add unacceptable delay.
  • Validate against ground truth: compare sensor outputs to a reference (measured distances, known targets, motion capture, fixtures) and quantify error distributions.
  • Define runtime health checks: monitor dropout rate, saturation/overrange counts, signal strength/quality metrics, temperature, and self-test flags; trigger safe behavior on anomalies.
  • Regression tests: re-run acceptance tests after any change to mounting, firmware, drivers, compute hardware, or power system.

Now answer the exercise about the content:

When selecting a sensor for a robotics task, which approach best matches the recommended workflow for achieving reliable measurements?

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You missed! Try again.

The recommended process begins with numeric task requirements, translates them into sensor needs, checks system constraints, prototypes and validates with logged data and ground truth, and adds runtime health checks to maintain reliability.

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