2.3 Error definition criteria

Figure
Figure 4. Shape error characterisation: shape control scope (C1), error dimensionality (C2), reference time dependence (C3) and shape error definition (C4).

Table 3. Criteria from Sec. IIC applied to several shape control methods. Abbreviations: pos. (position), targ. (target), ref. (reference) and desc. (descriptor).

MethodC1 Shape control scopeC2 Error dimensionalityC3 Reference's time dependenceC4 Error definition
(Aranda et al., 2020)Shape + scale + transport2D intrinsic, 3D extrinsicFixed targ., variable ref.Discrete features, RMS error
(Shetab-Bushehri et al., 2022)Shape + scale + transportDiscrete points pos.ConstantMesh point matching
(Qi et al., 2022)Shape + scale + transportDiscrete points pos.ConstantHomogeneous contour mapping
(Cui et al., 2020)Shape + scaleDiscrete points pos.ConstantDiscrete feature points alignment
(J. Zhu et al., 2021)Shape + scaleDiscrete points pos.Fixed targ., variable ref.Homogeneous contour mapping
(A. Cherubini et al., 2020)ShapeImage pixelsConstantPoint (pixel) alignment
(López-Nicolás et al., 2020)Shape + scale + transportDiscrete points pos., 2DConstantHomogeneous contour mapping
(Hu et al., 2019)Shape + scaleDiscrete points pos., 30 feature desc.ConstantDiscrete features (FPFH) alignment
(Cuiral-Zueco and López-Nicolás, 2021)Shape + scale1D intrinsic, 3D extrinsicFixed targ., variable ref.Elastic contour point matching
(Cuiral-Zueco et al., 2023)Shape1D intrinsic, 2D extrinsicConstantElastic contour mapping
(Cuiral-Zueco and López-Nicolás, 2024)Shape + scale2D intrinsic, 3D extrinsicFixed targ., variable ref.Homogeneous surface mapping
(Caporali et al., 2024)Shape + scale + transport1D intrinsic, 3D extrinsicFixed targ.Homogeneous curve map
(Deng et al., 2024)Shape + scale + transport2D intrinsic, 3D extrinsicFixed targ., variable ref.Homogeneous shape point matching

The concept of shape lacks standard mathematical formalisation (see (Arriola-Rios et al., 2020) for several shape-representation methods). This leads authors to use a variety of approaches in order to infer shape error between the manipulated and desired shapes of the object. This diversity underlines the need to include a classification of shape comparison and error definition in this taxonomy (see Fig. 4 and Table 3).

Consider a shape representation (e.g., geometric descriptors, the contour's curvature, etc.) of the manipulated object \(\mathcal{S}(t, u(t))\), where \(u(t)\) denotes manipulation actions, and the corresponding shape representation of the desired target shape \(\mathcal{S}_\mathrm{t}(t)\). Omitting time dependence, let \(\Pi(\mathcal{S}_\mathrm{t}) = \mathcal{S}\) denote the correspondence of elements of \(\mathcal{S}_\mathrm{t}\) to elements of \(\mathcal{S}\) (e.g., feature correspondences, a contour map, etc.). Additionally, consider a shape error metric \(E(\mathcal{S}, \Pi(\mathcal{S}_\mathrm{t}))\) (for a formal definition of shape metric see (Al-Aifari et al., 2013)) that measures the similarity between shapes \(\mathcal{S}\) and \(\mathcal{S}_\mathrm{t}\) under the correspondences established by \(\Pi\) (e.g., Euclidean distance between matched discrete features, curvature differences between mapped contours, etc.). We formulate the fundamental shape control problem as: \[ \min_{u} E(\mathcal{S}(u), \Pi(\mathcal{S}_\mathrm{t})) \; (1), \] The formulation above is the fundamental starting point from which additional considerations and constraints can be defined (those are classified in Section 2.4). Considering (1) we now categorise shape error definition with 4 criteria.

2.3.1 Shape control scope

Depending on the invariance scale and rigid transforms of the shape representation and the error metric \(E(\mathcal{S}(u), \Pi(\mathcal{S}_\mathrm{t}))\), the formulation in (1) leads to three different scopes of the shape control problem (criterion C1 in Fig. 4). The three scopes are: 1) controlling shape, scale, and translation and rotation (transport); 2) controlling shape and scale; and 3) controlling only shape. The shape control problem is solved when there exists a continuous bijection between the current and the target shape points such that the Euclidean distance between all mapped points is zero (for the former case); up to a Euclidean transform (for the second case), and up to a similarity transform (for the third case).

2.3.2 Error dimensionality

This criterion analyses the error's dimensionality (criterion C2 in Fig. 4), which may differ from the object's information dimensionality. We consider this distinction to be fundamental for shape control. For example, picture a pizza (i.e. 2D surface) perceived by an RGB-D sensor (2D information embedded in 3D). The pizza undergoes a deformation process such that its 1D boundary or contour (1D circle embedded in 3D) remains intact while its centre elevates, generating a cone-like shape. An error that relies on the pizza's 1D contour, even though the 2D surface information is available, will not be able to trace the change of shape experienced by the pizza and thus will not be suitable for that particular deformation process.

2.3.3 Reference's time dependence

The control reference \(\mathcal{S}_\mathrm{t}(t)\) might remain constant \(\mathcal{S}_\mathrm{t}(t)=\mathcal{S}_\mathrm{t}(t_0),\,\forall t\) or change through time \(\exists\, t>0 \ni \mathrm{d}\mathcal{S}_\mathrm{t}/\mathrm{d} t\neq \mathbf0\) (criterion C3 in Fig. 4). While keeping a constant target shape, new (variable) control references can be computed (interpolated intermediate states, Procrustes geometric optimisation, etc.) in order to favour the convergence of shape control strategies. On the other hand, the shape control reference can vary with time given a time dependent target shape, leading to shape trajectory control.

2.3.4 Error definition types

The last criterion we introduce for the error characterisation is the error definition through shape comparison, that is, how the correspondence \(\Pi(\mathcal{S}_\mathrm{t})=\mathcal{S}\) between shape representations is defined in order to compute \(E(\mathcal{S}, \Pi(\mathcal{S}_\mathrm{t}))\) in (1). For this, we propose a set of 8 categories (criterion C4 in Fig. 4). Note that our focus is not on the definition of specific shape representations \(\mathcal{S}\) or \(\mathcal{S}_\mathrm{t}\), something covered in depth in (Arriola-Rios et al., 2020)), but rather on the methods that facilitate a proper comparison of such shape representations (i.e., \(\Pi\) in (1)).

Our error classification ranges from discrete to continuous methods, starting with discrete feature-based errors that compare sparse visual or geometric features of an object to its target shape, without fully representing the object's geometry. Errors based on point alignment focus on points that align with the target, and are effective for local but not global deformations. For global geometric errors, shape point matching techniques, classified into homogeneous (uniform distribution of points) and elastic (variable spatial density) matching, provide a holistic approach to shape errors for bending and strain deformations, respectively. In addition, parametric errors based on curves (e.g., Bézier curves) or infinite series (e.g., Fourier series or Laplace-Beltrami eigenfunctions) focus on the comparison of the mathematical parameters that define the shapes. We also present errors based on continuous maps, similar to their discrete counterpart (shape point matching). They are divided into homogeneous (e.g., functional maps) and elastic (e.g., Fast Marching Method based mapping). Elastic continuous maps are particularly suitable for strain deformation processes.