<?xml version="1.0" encoding="UTF-8"?><!DOCTYPE article PUBLIC "-//NLM//DTD Journal Publishing DTD v3.0 20080202//EN" "http://dtd.nlm.nih.gov/publishing/3.0/journalpublishing3.dtd">
<article xmlns:mml="http://www.w3.org/1998/Math/MathML" xmlns:xlink="http://www.w3.org/1999/xlink" dtd-version="3.0" xml:lang="en" article-type="research article">
 <front>
  <journal-meta>
   <journal-id journal-id-type="publisher-id">
    ojapps
   </journal-id>
   <journal-title-group>
    <journal-title>
     Open Journal of Applied Sciences
    </journal-title>
   </journal-title-group>
   <issn pub-type="epub">
    2165-3917
   </issn>
   <issn publication-format="print">
    2165-3925
   </issn>
   <publisher>
    <publisher-name>
     Scientific Research Publishing
    </publisher-name>
   </publisher>
  </journal-meta>
  <article-meta>
   <article-id pub-id-type="doi">
    10.4236/ojapps.2025.154060
   </article-id>
   <article-id pub-id-type="publisher-id">
    ojapps-141868
   </article-id>
   <article-categories>
    <subj-group subj-group-type="heading">
     <subject>
      Articles
     </subject>
    </subj-group>
    <subj-group subj-group-type="Discipline-v2">
     <subject>
      Biomedical 
     </subject>
     <subject>
       Life Sciences, Chemistry 
     </subject>
     <subject>
       Materials Science, Computer Science 
     </subject>
     <subject>
       Communications, Engineering, Physics 
     </subject>
     <subject>
       Mathematics
     </subject>
    </subj-group>
   </article-categories>
   <title-group>
    Advancing Human-Robot Collaboration: A Focus on Speed and Separation Monitoring
   </title-group>
   <contrib-group>
    <contrib contrib-type="author" xlink:type="simple">
     <name name-style="western">
      <surname>
       Gilles
      </surname>
      <given-names>
       Verschueren
      </given-names>
     </name>
    </contrib>
    <contrib contrib-type="author" xlink:type="simple">
     <name name-style="western">
      <surname>
       Robbe
      </surname>
      <given-names>
       Noens
      </given-names>
     </name>
    </contrib>
    <contrib contrib-type="author" xlink:type="simple">
     <name name-style="western">
      <surname>
       Ward
      </surname>
      <given-names>
       Nica
      </given-names>
     </name>
    </contrib>
    <contrib contrib-type="author" xlink:type="simple">
     <name name-style="western">
      <surname>
       Dino
      </surname>
      <given-names>
       Accoto
      </given-names>
     </name>
    </contrib>
    <contrib contrib-type="author" xlink:type="simple">
     <name name-style="western">
      <surname>
       Marc
      </surname>
      <given-names>
       Juwet
      </given-names>
     </name>
    </contrib>
   </contrib-group> 
   <aff id="affnull">
    <addr-line>
     aDepartment of Mechanical Engineering, Engineering and Technology Group, KU Leuven, Ghent, Belgium
    </addr-line> 
   </aff> 
   <pub-date pub-type="epub">
    <day>
     27
    </day> 
    <month>
     03
    </month>
    <year>
     2025
    </year>
   </pub-date> 
   <volume>
    15
   </volume> 
   <issue>
    04
   </issue>
   <fpage>
    885
   </fpage>
   <lpage>
    905
   </lpage>
   <history>
    <date date-type="received">
     <day>
      7,
     </day>
     <month>
      February
     </month>
     <year>
      2025
     </year>
    </date>
    <date date-type="published">
     <day>
      7,
     </day>
     <month>
      February
     </month>
     <year>
      2025
     </year> 
    </date> 
    <date date-type="accepted">
     <day>
      7,
     </day>
     <month>
      April
     </month>
     <year>
      2025
     </year> 
    </date>
   </history>
   <permissions>
    <copyright-statement>
     © Copyright 2014 by authors and Scientific Research Publishing Inc. 
    </copyright-statement>
    <copyright-year>
     2014
    </copyright-year>
    <license>
     <license-p>
      This work is licensed under the Creative Commons Attribution International License (CC BY). http://creativecommons.org/licenses/by/4.0/
     </license-p>
    </license>
   </permissions>
   <abstract>
    Human-Robot Collaboration (HRC) is increasingly integrated into industrial settings, combining the efficiency of automation with the flexibility of human workers. To ensure safety, the ISO/TS 15066:2016 standard outlines four types of collaborative operation. Among these, Speed and Separation Monitoring (SSM) emerges as the most promising for enhancing accessibility in shared workspaces while maintaining high throughput. However, current implementations of SSM face significant challenges due to hardware, software, and regulatory limitations. Realizing the full potential of dynamically changing safety zones requires precise, real-time data on speed, trajectory, and intent of both human and robot. Unfortunately, existing monitoring sensors and algorithms are unable to reliably acquire these measurements. Moreover, even if such data were obtainable, it is not yet safety-rated for industrial applications. Ambiguities within ISO/TS 15066 and the lack of standardized terminology for different SSM methods further complicate integration. This paper introduces a refined classification of SSM based on separation distance calculation (Fixed Sized, Variable Sized, Variable Shaped) and monitoring approach (Static, Mobile), providing a structured framework for evaluating SSM implementations. While Fixed Sized SSM is widely used due to its simplicity, it lacks the real-time adaptability required for optimal collaboration. In contrast, Variable Sized and Variable Shaped SSM dynamically optimize safety zones but remain underutilized due to technological and regulatory barriers. The second categorization distinguishes between Static Monitoring, where the zones have a fixed position, and Dynamic Monitoring, where they adapt to the movement of the robotic system. By providing a structured terminology and exploring these categories with examples and research, this paper aims to advance the understanding and implementation of SSM. Addressing current challenges and ambiguities in standards is critical for the broader adoption of SSM, paving the way for safer, more efficient, and accessible collaborative robotic systems.
   </abstract>
   <kwd-group> 
    <kwd>
     Human-Robot Collaboration
    </kwd> 
    <kwd>
      Speed and Separation Monitoring
    </kwd> 
    <kwd>
      Safety Zones
    </kwd> 
    <kwd>
      Industrial Robot
    </kwd>
   </kwd-group>
  </article-meta>
 </front>
 <body>
  <sec id="s1">
   <title>1. Introduction</title>
   <p>Human-Robot Collaboration (HRC) has become a cornerstone of modern manufacturing and will play an even more significant role in the transition to Industry 5.0 <xref ref-type="bibr" rid="scirp.141868-1">
     [1]
    </xref>. The shift towards mass customization across various industrial sectors has increased the demand for flexible, easily programmable, and safe robotic systems <xref ref-type="bibr" rid="scirp.141868-2">
     [2]
    </xref>-<xref ref-type="bibr" rid="scirp.141868-4">
     [4]
    </xref>. Collaborative robots, or cobots, have seen rapid growth in market adoption, with projections estimating an annual growth rate of approximately 30% from 2025 to 2030 <xref ref-type="bibr" rid="scirp.141868-5">
     [5]
    </xref>. From an academic perspective, there is an increase in the number of publications and patents containing the words “collaborative robot’’, illustrated in <xref ref-type="fig" rid="fig1">
     Figure 1
    </xref>.</p>
   <fig id="fig1" position="float">
    <label>Figure 1</label>
    <caption>
     <title>Figure 1. Number of patents and scientific papers with “collaborative robot’’ as a search term over the years.</title>
    </caption>
    <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId14.jpeg?20250410040722" />
   </fig>
   <p>To implement HRC, several standards are available, with the most notable being ISO/TS 15066:2016—“Robots and robotic devices—Collaborative robots’’ <xref ref-type="bibr" rid="scirp.141868-6">
     [6]
    </xref> and ISO 13482:2014—“Robots and robotic devices—Safety requirements for personal care robots’’ <xref ref-type="bibr" rid="scirp.141868-7">
     [7]
    </xref>. While ISO 13482 focuses on robots for physical assistance tasks, including wearable robots like exoskeletons <xref ref-type="bibr" rid="scirp.141868-8">
     [8]
    </xref> <xref ref-type="bibr" rid="scirp.141868-9">
     [9]
    </xref>, ISO/TS 15066 provides guidelines for collaborative industrial robots operating alongside human workers. The latter standard describes four key collaboration types: “Power and Force Limiting (PFL)’’, “Hand Guiding (HG)’’, “Safety-rated Monitored Stop (SRMS)’’, and “Speed and Separation Monitoring (SSM)’’. While exosuits are actively researched for industrial tasks <xref ref-type="bibr" rid="scirp.141868-10">
     [10]
    </xref> <xref ref-type="bibr" rid="scirp.141868-11">
     [11]
    </xref> and certain principles of PFL and HG can also apply to exoskeletons, this paper primarily focuses on industrial robots, which are more representative of today’s industrial landscape. The four collaboration types can be further classified based on collision detection and contact distance, illustrated in <xref ref-type="fig" rid="fig2">
     Figure 2
    </xref>.</p>
   <sec id="s1_1">
    <title>1.1. Post-Collision Detection</title>
    <p>PFL and HG belong to the post-collision detection category, requiring design measures involving both the software and hardware of the robot. PFL-enabled robots, such as the UR10e, ABB GoFa, and Yaskawa HC10, enter a safety stop upon detecting unexpected interactions, typically caused by collisions. Collision detection mechanisms rely on built-in force or torque sensors, motor current readings <xref ref-type="bibr" rid="scirp.141868-12">
      [12]
     </xref>, or alternative technologies like “artificial skin’’, i.e. distributed pressure sensors <xref ref-type="bibr" rid="scirp.141868-13">
      [13]
     </xref>, proximity sensors <xref ref-type="bibr" rid="scirp.141868-14">
      [14]
     </xref>, or combined sensor systems <xref ref-type="bibr" rid="scirp.141868-15">
      [15]
     </xref> <xref ref-type="bibr" rid="scirp.141868-16">
      [16]
     </xref>. While ISO/TS 15066 does not mandate specific sensors, it requires that force and energy transfer during impacts remain within limits to prevent operator injuries.</p>
    <p>Despite their safety features, post-collision applications still require comprehensive risk assessments. For instance, handling sharp objects with a cobot’s end effector would require avoiding direct contact. Additionally, commercial cobots generally have limited payload capacities, speeds, and reaches compared to traditional industrial robots. A notable drawback of PFL systems is their reliance on post-collision detection, which inherently triggers safety measures only after a collision has occurred. While suitable for simple tasks like pick-and-place operations, more complex applications often require industrial robots.</p>
    <fig id="fig2" position="float">
     <label>Figure 2</label>
     <caption>
      <title>Figure 2. The four types of collaboration categorized into post-collision and pre-collision detection.</title>
     </caption>
     <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId15.jpeg?20250410040724" />
    </fig>
   </sec>
   <sec id="s1_2">
    <title>1.2. Pre-Collision Detection</title>
    <p>Pre-collision detection enables industrial robots to achieve collaborative functionality through software-based adjustments, without requiring hardware modifications. SRMS ensures a controlled halt when an operator enters the robot’s workspace, while SSM dynamically adjusts the robot’s speed and distance to the operator to ensure safe interactions. Both approaches utilize area monitoring systems independent of the robot’s core hardware, enabling collision prevention through early intervention in the control mechanisms.</p>
    <p>Area monitoring often employs protective measures categorized under the Machinery Directive <xref ref-type="bibr" rid="scirp.141868-17">
      [17]
     </xref> as separating or non-separating guards:</p>
    <p>From top to bottom, the guards allow better accessibility to the robot’s workspace. The level of collaboration a certain robotic system can implement, is dependent on the used monitoring system and the collaboration type. As illustrated in <xref ref-type="fig" rid="fig3">
      Figure 3
     </xref>, higher levels of collaboration, such as responsive collaboration, require advanced safety measures. While PFL cobots currently dominate this space, emerging technologies are making it feasible to implement other types for more intricate applications, enabling closer human-robot interactions.</p>
    <fig id="fig3" position="float">
     <label>Figure 3</label>
     <caption>
      <title>Figure 3. Different levels of collaboration: based on <xref ref-type="bibr" rid="scirp.141868-18">
        [18]
       </xref>. Coexistence (independent operations in a shared workspace), Sequential Collaboration (shared tasks with alternate turns), Cooperation (simultaneous tasks without feedback), and Responsive Collaboration (feedback-driven cooperation).</title>
     </caption>
     <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId16.jpeg?20250410040724" />
    </fig>
   </sec>
   <sec id="s1_3">
    <title>1.3. Space for Improvement</title>
    <p>Balancing workspace accessibility with robot throughput is a fundamental challenge in HRC environments. Increased accessibility often results in reduced throughput, as the robot may need to stop more frequently or operate at slower speeds to maintain human safety. <xref ref-type="fig" rid="fig4">
      Figure 4
     </xref> depicts the trade-offs between accessibility and throughput. The different monitoring systems are categorized in separation, pre- and post-collision.</p>
    <fig id="fig4" position="float">
     <label>Figure 4</label>
     <caption>
      <title>Figure 4. Balancing accessibility and throughput in Human-Robot Collaboration.</title>
     </caption>
     <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId17.jpeg?20250410040726" />
    </fig>
    <p>Physical Barriers</p>
    <p>Physical barriers such as safety fences and doors ensure high robot throughput by completely restricting human access during the robot’s operation. This allows the robot to work continuously at high speeds, maximizing productivity. The system only halts during maintenance or when issues arise, ensuring minimal disruption.</p>
    <p>Safety Curtains</p>
    <p>Safety curtains allow operator access to the robot’s workspace. However, entry into the workspace triggers a process halt. This results in a lower throughput than safety fences as the robot is halted more often. The more interaction, the lower the throughput. Safety curtains also require a manual reset to resume their task. They are installed further from the robot than physical barriers, confiscating larger workspaces.</p>
    <p>Contact Sensors</p>
    <p>PFL-enabled systems operate at reduced speeds to prioritize safety in the event of unexpected interactions. While PFL enables closer collaboration and higher accessibility, its low operating speed significantly reduces throughput. Attempts to increase throughput by raising speed compromise accessibility due to the higher energy impact, which exceeds safety limits outlined in Annex A of ISO TS 15066.</p>
    <p>ESPEs</p>
    <p>ESPEs, that apply SSM, provide a balanced approach. The robotic system can operate at full speed if no danger is present in the workzone. Throughput will only reduce if operators need more access to the robots workspace (higher collaboration levels). Within the SSM framework, there exists significant potential for improvement. By optimizing algorithms and sensor technologies, it may be possible to enhance both accessibility and throughput without compromising safety. Moreover, advancements in artificial intelligence and machine learning could enable more precise and adaptive control strategies.</p>
    <p>The desired output is a combination of pre- and post-collison, that is obtainable by combining SSM and PFL methods. The robot can work at full speed when no danger is present. When an operator enters the workspace, it will adapt its speed accordingly. PFL enables when (close) contact is desired.</p>
    <p>This paper explores the state-of-the-art and difficulties of SSM applications and the possible advancements in sensor technology and control algorithms to improve access and throughput. Chapter 2 explains the core concept of SSM, followed by detailed analyses in Chapters 3 through 5, each focusing on specific SSM categories and practical examples. Chapter 6 concludes the discussion with key takeaways and future directions.</p>
    <p>It is worth noting that the terms “collaboration’’ and “cobot’’ are used inconsistently in both literature and practice <xref ref-type="bibr" rid="scirp.141868-19">
      [19]
     </xref>. A cobot is not necessarily a robot embedding the PFL principle, but can also be an industrial robot with SSM. For clarity, unless otherwise specified, this paper primarily refers to industrial robots employed in collaborative contexts.</p>
    <sec id="s1">
     <title>2. Speed and Separation Monitoring</title>
    </sec>
    <sec id="s2_4">
     <title>2.1. Definition of SSM</title>
     <p>“The robot system and operator may move concurrently in the collaborative workspace. Risk reduction is achieved by maintaining at least the protective separation distance between operator and robot at all times. During robot motion, the robot system never gets closer to the operator than the protective separation distance. When the separation distance decreases to a value below the protective separation distance, the robot system stops.’’—ISO/TS 15066, 5.5.4.</p>
     <p>In systems employing SSM, the robot workspace is divided into three zones:</p>
     <p>The protective separation distance S<sub>p</sub> is calculated using the following formula:</p>
     <p>
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      </math>(1)</p>
     <p>where:</p>
     <p>The formula can be expressed in greater detail as:</p>
     <p>
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      </math> (2)</p>
     <p>where:</p>
     <p>If the real-time separation distance S falls below S<sub>p</sub>, the robot will go into a safety stop or lower its speed, illustrated in <xref ref-type="fig" rid="fig5">
       Figure 5
      </xref>.</p>
    </sec>
    <sec id="s2_5">
     <title>2.2. Limitations and Ambiguities of SSM</title>
     <p>Although Equation (2) provides dynamic calculation for S<sub>p</sub>, real-time implementation poses challenges:</p>
     <p>Measuring Human Speed</p>
     <p>Current monitoring devices, such as lidar or vision-based systems, are typically limited to detecting intrusions into predefined safety zones. They don’t distinguish between humans and other (non)-hazards. While algorithms exist to detect and classify intrusions as human operators, their reliability is insufficient for safety-critical applications <xref ref-type="bibr" rid="scirp.141868-20">
       [20]
      </xref>. They often fail to ensure no operator is present in the workspace. Moreover, even when a sensing system successfully detects and locates a human operator, the tracking has to be accurate. Detection delay and latency in reporting can lead to inaccuracies in the calculated separation distance <xref ref-type="bibr" rid="scirp.141868-21">
       [21]
      </xref> <xref ref-type="bibr" rid="scirp.141868-22">
       [22]
      </xref>.</p>
     <p>
      <xref ref-type="bibr" rid="scirp.141868-"></xref>Signal Transmission</p>
     <p>Another critical limitation is the ability to transmit measured data in compliance with safety standards. For SSM systems to meet standards such as Performance Level d<sup>1</sup>, the communication of sensor data must be both fast and highly reliable. Currently, most sensing systems and their associated data transmission technologies are not safety-rated. For instance, real-time Ethernet-based communication between sensors and controllers, while capable of transmitting position and velocity data is not safety-rated.</p>
     <fig id="fig5" position="float">
      <label>Figure 5</label>
      <caption>
       <title>Figure 5. Evolution of the separation distance between operator and robot.</title>
      </caption>
      <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId22.jpeg?20250410040731" />
     </fig>
     <p>
      <xref ref-type="bibr" rid="scirp.141868-"></xref></p>
     <p>Directed Speed</p>
     <p>The concept of directed speed for both the robot and the operator can lead to confusion in calculating the separation distance. Consider a scenario where the robot and operator are moving toward each other at an angle θ, as illustrated in <xref ref-type="fig" rid="fig6">
       Figure 6
      </xref>. In this case, the directed speed at any given instance is reduced by a factor of cos(θ) relative to their trajectory speeds. This reduction in directed speed results in a smaller separation distance, S<sub>p</sub>, which can create unsafe conditions if not properly accounted for. The ISO/TS 15066 standard attempts to address such cases by stating: “The system shall be designed to account for v<sub>h</sub> and v<sub>r</sub> varying in the manner that reduces the separation distance S the most.” This implies that the trajectory speed must be used in calculations to ensure safety. However, this directive is open to interpretation, particularly in complex motion scenarios. For example, consider a robot moving parallel to an operator who remains stationary. As the robot approaches, its directed speed relative to the operator decreases. Intuitively, one might expect the safety zone to grow as the distance between the robot and operator decreases. However, there is no explicit guideline in the standard to handle such situations dynamically. The conclusion is that the standard lacks a clear, absolute rule for interpreting the speeds of the robot and operator. It only emphasizes the need to account for the worst-case scenario.</p>
     <fig id="fig6" position="float">
      <label>Figure 6</label>
      <caption>
       <title>Figure 6. The directed speed is smaller than the trajectory speed. Causing S<sub>p</sub> to be smaller, resulting in unsafe situations.</title>
      </caption>
      <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId25.jpeg?20250410040731" />
     </fig>
     <p>Current Situation</p>
     <p>Therefore, in practice, static estimates are often used for protective distances, considering worst-case scenarios. Equations (3) and (4) can be used to estimate a constant value for respectively S<sub>h</sub> and S<sub>r</sub> if the operator and robot speed are not monitored.</p>
     <p>
      <math display="inline" xmlns="http://www.w3.org/1998/Math/MathML"> <mrow> 
        <msub> 
         <mi>
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      </math> (3)</p>
     <p>
      <math display="inline" xmlns="http://www.w3.org/1998/Math/MathML"> <mrow> 
        <msub> 
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      </math> (4)</p>
     <p>Simplifying Equation (1) results in the minimum distance formula presented in ISO 13855 <xref ref-type="bibr" rid="scirp.141868-23">
       [23]
      </xref>. Equation (5) gives the minimum protection distance S<sub>p</sub> for stationary machines:</p>
     <p>
      <math xmlns="http://www.w3.org/1998/Math/MathML"> <mrow> 
        <msub> 
         <mi>
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         </mi> 
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     <p>where:</p>
     <p>A recent revision of ISO 13855:2024 added a “dynamic’’ distance factor S<sub>m</sub> to account for moving hazards, such as AGVs or industrial robots mounted on an external axis. The operator’s speed is typically assumed to be 1.6 m/s per ISO 13855. The robot’s speed is set to its maximum programmed or limited value. In the Safe Speed Zone, for example, the robot speed is often reduced to 250 mm/s, corresponding to the safety speed of the Tool Center Point (TCP) <xref ref-type="bibr" rid="scirp.141868-24">
       [24]
      </xref>.</p>
     <p>Dynamic safety systems must overcome current technological limitations to measure operator and robot speeds reliably. Until then, in industrial settings, protective separation distances are calculated conservatively to ensure compliance with safety standards.</p>
    </sec>
    <sec id="s2_6">
     <title>2.3. Different Types of SSM</title>
     <p>ISO/TS 15066 does not prescribe detailed methods for implementing SSM. Designers have the freedom to select the appropriate sensors, determine their configuration, and define the geometry of the safety zones. This section aims to categorize SSM techniques for clarity and adaptability, facilitating the incorporation of existing methods and potential future advancements.</p>
     <p>
      <xref ref-type="bibr" rid="scirp.141868-"></xref>SSM types can be divided based on the monitoring method and based on the separation distance calculations. This results in six different SSM possibilities: Fixed Sized, Variable Sized and Variable Shaped SSM with either Static or Mobile Monitoring <xref ref-type="fig" rid="fig7">
       Figure 7
      </xref> gives an overview of the categories.</p>
     <p>The monitoring method depends on the position of the defined safety zones relative to the environment. The zones can have a fixed center position, static monitoring, or moving center, mobile monitoring. Mobile monitoring can be used to secure an Automated Guided Vehicle (AGV) or Autonomous Mobile Robot (AMR). Mobile monitoring does not necessarily mean that the monitoring device is moving. It can also be a software adjustment where the safety zones are programmed to move with the robotic system. Another example of mobile monitoring in <xref ref-type="bibr" rid="scirp.141868-25">
       [25]
      </xref>, where the safety zone around every robot link move according to the joint position.</p>
     <p>Depending on how the protective separation distance S<sub>p</sub> is calculated, there is:</p>
     <fig id="fig7" position="float">
      <label>Figure 7</label>
      <caption>
       <title>Figure 7. Two categories to divide SSM methods into.</title>
      </caption>
      <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId32.jpeg?20250410040734" />
     </fig>
     <p>In literature, terms such as static, dynamic, and adaptive SSM are frequently used. While they align with the above categories, they can sometimes cause confusion. For example, a dynamic SSM may employ static monitoring, or a fixed sized zone may move with the robotic system, appearing dynamic. The zones may move but S<sub>p</sub> isn’t necessarily dynamic. Therefore, the two proposed categories.</p>
    </sec>
   </sec>
   <sec id="s3">
    <title>3. Fixed Sized SSM: Implementations and Improvements</title>
    <p>Fixed Sized SSM, <xref ref-type="fig" rid="fig8">
      Figure 8
     </xref>, is the method currently employed in most industrial settings. The protective separation distance is calculated once, typically for the worst-case scenario, and does not change dynamically during operation. The limitations of the available hardware only allow for distance monitoring.</p>
    <p>This chapter explores different sensor types and methods to implement Fixed Shaped SSM, evaluates the advantages and disadvantages of each method, and highlights how advanced sensor technology can enhance safety and efficiency by enabling mobile safety zones, even without physically moving the sensors.</p>
    <fig id="fig8" position="float">
     <label>Figure 8</label>
     <caption>
      <title>Figure 8. Fixed Sized SSM; S<sub>p</sub> is fixed and calculated for the worst-case scenario. The size and shape of the safety zones is constant during operation.</title>
     </caption>
     <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId33.jpeg?20250410040735" />
    </fig>
    <sec id="s3_1">
     <title>3.1. Sensor Types</title>
     <p>2D safety laser scanners are commonly used to define fixed safety zones. Devices from manufacturers such as SICK and PILZ offer safety performance levels up to PLd. These scanners can monitor both Safe Speed (yellow) and Safe Stop Zones (red), with some models supporting up to 8 independently configurable zones <xref ref-type="bibr" rid="scirp.141868-26">
       [26]
      </xref> <xref ref-type="bibr" rid="scirp.141868-27">
       [27]
      </xref>. Modern solutions like Safe Robotics Area Protection simplify integration with robot controllers, enabling straightforward implementation of speed reduction <xref ref-type="bibr" rid="scirp.141868-28">
       [28]
      </xref>.</p>
     <p>3D safety sensors are emerging as an advanced alternative to traditional 2D scanners, providing a more comprehensive understanding of the workspace <xref ref-type="bibr" rid="scirp.141868-29">
       [29]
      </xref> <xref ref-type="bibr" rid="scirp.141868-30">
       [30]
      </xref>. This is clearly visible in <xref ref-type="fig" rid="fig9">
       Figure 9
      </xref>. Examples include sensors using time-of-flight, radar, or vision-based technologies <xref ref-type="bibr" rid="scirp.141868-31">
       [31]
      </xref> <xref ref-type="bibr" rid="scirp.141868-32">
       [32]
      </xref>. While 3D systems are in their infancy, ongoing research and development promise significant improvements in reliability and safety compliance <xref ref-type="bibr" rid="scirp.141868-33">
       [33]
      </xref> <xref ref-type="bibr" rid="scirp.141868-34">
       [34]
      </xref>.</p>
     <fig id="fig9" position="float">
      <label>Figure 9</label>
      <caption>
       <title>Figure 9. Difference between a 2D scan and 3D scan of the robot’s workspace. A 3D scan provides more information (points) about the environment and has fewer dead zones.</title>
      </caption>
      <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId34.jpeg?20250410040737" />
     </fig>
     <p>Advantages of 3D methods:</p>
     <p>Disadvantages of 3D methods:</p>
    </sec>
    <sec id="s3_2">
     <title>3.2. Monitoring Type</title>
     <p>Mobile monitoring has advantages when the robot has a large workspace. Unlike static monitoring, mobile safety zones dynamically adjust their position to the robot’s position. Importantly, this concept does not necessarily require physically moving the sensors; instead, it can rely on software-controlled adjustments of the zone position.</p>
     <p>Advantages of Mobile Monitoring:</p>
     <p>Disadvantages of Mobile Monitoring:</p>
     <p>Example:</p>
     <p>Consider a six-axis industrial robot (TX2-90L, Stäubli) mounted upside down on a horizontal rail <xref ref-type="fig" rid="fig10">
       Figure 10
      </xref>. The rail is positioned in front of a vertical storage warehouse (Logimat, SSI Schäfer), where the robot retrieves and stores goods. In the centre of the rail, a 2D safety scanner (nanoScan3, Sick) is mounted. Above the robot, a LIDAR + RGB camera (Titan S2, Neuvition), is mounted that moves with the rail.</p>
     <p>S<sub>p</sub> is calculated from Equation (6) <xref ref-type="bibr" rid="scirp.141868-35">
       [35]
      </xref>, which is derived from Equation (1) for constant robot and operator speed. <xref ref-type="table" rid="table1">
       Table 1
      </xref> shows the calculated values. A comparison is made between a robot mounted on the floor. The reach of the robot is not added to the total distance as it remains the same in every situation.</p>
     <p>
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      </math>(6)</p>
     <p>
      <xref ref-type="fig" rid="fig11">
       Figure 11
      </xref> shows that a too large safety zone must be set in the case of static monitoring. A red zone of 7348 mm long is required, as the position of the robot is not accounted for. Therefore, the red zone extends over the whole length of the external axis.</p>
     <p>Conclusion:</p>
     <p>Fixed Shaped SSM offers a straightforward approach to ensuring robotic safety but comes with limitations in static implementations, particularly for dynamic workspaces or mobile robots. Advances in sensor technology, especially 3D safety scanners and mobile safety zones, provide promising solutions to these challenges. By adopting these modern methods, systems can achieve higher safety levels while minimizing operational dead time and improving overall efficiency.</p>
     <fig id="fig10" position="float">
      <label>Figure 10</label>
      <caption>
       <title>Figure 10. An industrial robot mounted upside down in front of a storage lift, expanded with a safety laser scanner (fixed) and LIDAR + RGB camera (mobile).</title>
      </caption>
      <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId37.jpeg?20250410040739" />
     </fig>
     <table-wrap id="table1">
      <label>
       <xref ref-type="table" rid="table1">
        Table 1
       </xref></label>
      <caption>
       <title>
        <xref ref-type="bibr" rid="scirp.141868-"></xref>Table 1. Calculated values for S<sub>p</sub>. The robot and external axis move at nominal speed in the green zone. They reduce their speed to 0.250 m/s when entering the yellow zone. The maximum speed of the external axis is 1 m/s with a maximum acceleration of 5 m/s<sup>2</sup>.</title>
      </caption>
      <table class="MsoTableGrid custom-table" border="0" cellspacing="0" cellpadding="0"> 
       <tr> 
        <td class="custom-bottom-td aleft" width="27.77%"><p style="text-align:left"></p></td> 
        <td class="custom-bottom-td aleft" width="40.17%"><p style="text-align:left">Safe Stop</p></td> 
        <td class="custom-bottom-td aleft" width="40.17%"><p style="text-align:left">Safe Stop and Safe Speed</p></td> 
       </tr> 
       <tr> 
        <td class="custom-top-td aleft" width="27.77%"><p style="text-align:left">Static Robot</p></td> 
        <td class="custom-top-td aleft" width="40.17%"><p style="text-align:left">S<sub>p</sub><sub>,</sub><sub>red</sub> = 2134 mm</p></td> 
        <td class="custom-top-td aleft" width="40.17%"><p style="text-align:left">S<sub>p</sub><sub>,</sub><sub>red</sub> = 1644 mm</p><p style="text-align:left">S<sub>p</sub><sub>,</sub><sub>yellow</sub> = 1955 mm</p></td> 
       </tr> 
       <tr> 
        <td class="aleft" width="27.77%"><p style="text-align:left">Moving Robot</p></td> 
        <td class="aleft" width="40.17%"><p style="text-align:left">S<sub>p</sub><sub>,</sub><sub>red</sub> = 2327 mm</p></td> 
        <td class="aleft" width="40.17%"><p style="text-align:left">S<sub>p</sub><sub>,</sub><sub>red</sub> = 1674 mm</p><p style="text-align:left">S<sub>p</sub><sub>,</sub><sub>yellow</sub> = 2104 mm</p></td> 
       </tr> 
      </table>
     </table-wrap>
     <fig id="fig11" position="float">
      <label>Figure 11</label>
      <caption>
       <title>Figure 11. Difference between static (up) and mobile (down) monitoring. In the static case, the robot is halted, even when there is no danger present.</title>
      </caption>
      <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId38.jpeg?20250410040738" />
     </fig>
    </sec>
   </sec>
   <sec id="s4">
    <title>4. Variable Sized SSM</title>
    <p>Variable Sized SSM, <xref ref-type="fig" rid="fig12">
      Figure 12
     </xref>, involves dynamically adapting the size of safety zones based on the speed of the robot and operator, as well as their separation distance. This approach uses Equation (1) to calculate the protective separation distance continuously. A key challenge is determining the real-time separation distance S.</p>
    <p>Modern robot manufacturers, such as Stäubli, ABB, Yaskawa, UR, have a wide range of safety functions to maintain the position and speed of each axis (in joint and Cartesian coordinates) within desired limits. If these are exceeded, the robot goes to a safety stop. Information about position and speed can be obtained and monitored with safety functions. However, robot position data is generally not safety-rated, not deterministic and can have very high latency <xref ref-type="bibr" rid="scirp.141868-21">
      [21]
     </xref>.</p>
    <p>Measuring human position and speed is not as obvious, although progress is being made in this regard. Current safety scanners can detect the entry into the scene of unexpected objects. On the one hand, they cannot distinguish between an operator and e.g. a box with sufficient certainty anyway. On the other hand, the distance from the robot often cannot be transmitted as a safety signal to the safety controller.</p>
    <fig id="fig12" position="float">
     <label>Figure 12</label>
     <caption>
      <title>Figure 12. Variable Sized SSM; S<sub>p</sub> is variable and dependent on different parameters such as the speed of the operator and robot. The shape remains the same.</title>
     </caption>
     <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId39.jpeg?20250410040739" />
    </fig>
    <p>Innovative research addresses these limitations. In <xref ref-type="bibr" rid="scirp.141868-36">
      [36]
     </xref>, a pressure-sensitive floor equipped with projectors visualizes safety zones that adapt dynamically to the robot’s speed and position. This approach not only enhances operator awareness but also provides a visual representation of safety zones. Similarly, <xref ref-type="bibr" rid="scirp.141868-37">
      [37]
     </xref> proposes dividing the workspace into predefined compartments with safety zones assigned distinct colors. While this method is more affordable than pressure-sensitive floors, it offers less accuracy in tracking operator movement. In <xref ref-type="bibr" rid="scirp.141868-38">
      [38]
     </xref>, Variable Sized SSM, was compared to conventional zone monitoring. The study showed a cycle time shortening up to 11%. Similar results were obtained in <xref ref-type="bibr" rid="scirp.141868-39">
      [39]
     </xref> <xref ref-type="bibr" rid="scirp.141868-40">
      [40]
     </xref>. However, the latter scored worse on reaction time (time to detect human and issue a stop) due to higher computational costs.</p>
   </sec>
   <sec id="s5">
    <title>5. Variable Shaped SSM</title>
    <p>Variable Shaped SSM, <xref ref-type="fig" rid="fig13">
      Figure 13
     </xref>, can optimize throughput further by adjusting the robot’s control based on its relative position to the operator. Unlike Variable Sized SSM, which primarily accounts for distance, Variable Shaped SSM modifies both the robot’s speed and trajectory, allowing it to move out of unsafe situations. For instance, the robot could dynamically relocate to a safe distance and continue an alternate task. Additionally, Variable Shaped SSM can incorporate human motion intent <xref ref-type="bibr" rid="scirp.141868-41">
      [41]
     </xref>. Zones may adjust differently depending on whether an operator moves towards or away from the robot, even if the distance remains unchanged.</p>
    <p>A limitation of the current SSM formula, Equation (2), is its assumption of a worst-case scenario where the robot and operator move directly toward each other <xref ref-type="bibr" rid="scirp.141868-42">
      [42]
     </xref>. This conservative approach often triggers unnecessary safety stops, even when no real danger exists (<xref ref-type="fig" rid="fig14">
      Figure 14
     </xref>).</p>
    <p>Further advancements require robotic systems to better understand their environment. For instance, <xref ref-type="bibr" rid="scirp.141868-43">
      [43]
     </xref> describes using an object directory to identify known items in the workspace. This allows the robot to maintain higher speeds when non-threatening objects, such as chairs or walls, enter the safety zones. In quasi-static environments, this method proves advantageous. On-the-fly object detection could further enhance adaptability, as demonstrated in <xref ref-type="bibr" rid="scirp.141868-44">
      [44]
     </xref>, where both robot and human motion are tracked to optimize trajectory planning.</p>
    <fig id="fig13" position="float">
     <label>Figure 13</label>
     <caption>
      <title>Figure 13. Variable Shaped SSM; S<sub>p</sub> is variable; The intentions of the operator and robot have an influence on the shape of the zones.</title>
     </caption>
     <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId40.jpeg?20250410040742" />
    </fig>
    <fig id="fig14" position="float">
     <label>Figure 14</label>
     <caption>
      <title>Figure 14. At t<sub>3</sub> the robot slows its speed, even if it has already passed the operator. The robot will continue to move away from him, so there is no dangerous situation.</title>
     </caption>
     <graphic mimetype="image" position="float" xlink:type="simple" xlink:href="https://html.scirp.org/file/2313002-rId41.jpeg?20250410040741" />
    </fig>
   </sec>
   <sec id="s6">
    <title>6. Conclusions</title>
    <p>The proposed SSM classification enhances clarity in implementation choices and highlights areas requiring further development. Fixed Sized SSM is the type that is the most commonly implemented in the industry today. The simplest form that requires little computation and customization. With a commercially available 2D sensor, the most common robotic applications can be secured. Future improvements of Fixed Sized SSM would be the implementation of 3D sensors to enlarge the monitoring capabilities and implementing mobile monitoring to decrease the safety area. While Variable Sized and Variable Shaped SSM offer substantial advantages, their industrial application remains limited due to safety certification constraints and computational demands. Empirical studies suggest that transitioning from Fixed Sized to adaptive SSM methods can significantly improve throughput and accessibility.</p>
    <p>Now that there is a clearer framework, future research will focus on exploring different sensor types, developing redundant systems to ensure safety-rated information, and designing advanced algorithms for reliable human identification. These advancements will help address the existing challenges and pave the way for safer and more efficient human-robot collaboration.</p>
   </sec>
   <sec id="s7">
    <title>NOTES</title>
    <p><sup>1</sup>The Performance Level (PL) is a discrete level used to specify the ability of the safety-related parts of the control system to perform a safety function under foreseeable conditions <xref ref-type="bibr" rid="scirp.141868-45">
      [45]
     </xref>. The higher the risk of a machine, the higher the PL level.</p>
   </sec>
  </sec>
 </body><back>
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