In this tutorial, you will install Ubuntu and Virtual Box on your personal computer. Whether you have a computer using Windows or a Mac, by the end of this tutorial, you will have Ubuntu all setup and ready to go.
What is Ubuntu?
Ubuntu is an operating system for your computer, just like Windows or macOS, but it is based on Linux – a free, open-source system that serves as the foundation for many computer programs.
Ubuntu provides a user-friendly desktop environment you can see here.
Why use Ubuntu to program robots when we could use Windows or macOS?
Three reasons:
It is free to use
It is open source, which means the code is publicly available for you to modify it and distribute without paying thousands of dollars in license fees.
It is fully supported by ROS 2, the most popular framework in the world for writing robotics software.
What is VirtualBox?
VirtualBox is a program that lets you run a different operating system inside your current one. It is like having a computer within your computer.
VirtualBox creates a safe, isolated space where you can experiment with other operating system environments without changing anything on your main Mac or Windows-based computer.
What About a Real-World Robotics Project?
On a real-world robotics project, you will use a small computer instead of your desktop PC. Examples include the Intel NUC, Raspberry Pi, or NVIDIA Jetson boards.
These small computers serve as your robot’s “brain,” taking care of all the decisions on what actions the robot should take based on data from sensors like cameras, LIDAR, wheel encoders, and GPS.
We’ll be harnessing the power of Ubuntu on a desktop computer, creating a robust virtual environment for our robotics journey. This setup is not just a convenient starting point for beginners—it is actually the ideal platform for any robotics project, regardless of experience level.
Why Simulation Matters in Professional Robotics
It is worth mentioning that even in professional robotics jobs, a significant amount of work is done in simulation environments similar to what we’re setting up. There are three reasons for this: Speed, Spend, and Safety. I call it the three S’s:
Speed: You can rapidly prototype new ideas in a simulated environment before committing to physical builds.
Spend: Developing and testing in a virtual environment is much cheaper than building and testing physical prototypes for every iteration.
Safety: You can test potentially dangerous scenarios without damaging expensive hardware or running into people:
An example would be testing a cliff sensor for a mobile robot that is designed to keep the robot from falling down stairs.
You wouldn’t want to test that logic on a real robot without doing it in simulation first!
By starting with this virtual Ubuntu setup, you’re not only learning the basics but also preparing yourself for practices used in real-world robotics development. This approach bridges the gap between beginner-friendly learning and professional-grade tools and methodologies.
Download the Ubuntu Image
Now let’s download Ubuntu.
First, go to the Ubuntu Releases page (https://releases.ubuntu.com/) on the Ubuntu website to find the latest version of Ubuntu that has long term support (LTS).
As of the date of this writing, the latest version is Ubuntu 24.04 LTS (Noble Numbat).
Click on “Ubuntu 24.04 LTS (Noble Numbat)”.
Click on the 64-bit PC (AMD64) desktop image.
This .iso file is large. It will take a while to download. Just go do something else and come back to it when it is finished.
When the download finishes, you can either keep the file in the default download location, which for me is my Desktop. Or, you can move the file to another directory on your computer.
Select the version that is compatible with your computer. I will click “Windows hosts” since I am using a Windows-based computer.
Click on the executable file that you just downloaded.
Follow the prompts to install it on your machine.
Accept all the defaults by clicking either Next, Yes, Install, or Finish through all the prompts.
You can find detailed installation instructions for all operating systems (Windows, Mac OS, and Linux) in the instruction manual if you encounter problems.
When you are finished downloading and installing VirtualBox, you can delete the original executable file that you used to install the program. You don’t need it anymore.
Create a Virtual Machine
Now that VirtualBox is installed, we need to create a new virtual machine using the Ubuntu image we downloaded earlier.
Open Virtual Box.
Click the New button in the toolbar.
Name and Operating System
First, let’s complete the “Name and Operating System” section.
On the “Name” line, type in a descriptive name for your operating system. I will call mine “Ubuntu24.04”.
On the “Folder” line, you can keep the default Folder path. This folder is where your virtual machines will be stored.
On the “ISO Image” line, select the path to the Ubuntu .iso file you downloaded earlier.
On the “Type” line, select Linux.
On the “Subtype” line, select Ubuntu.
On the “Version” line, select Ubuntu (64-bit).
Select “Skip Unattended Installation”. By selecting this option, we will manually go through the entire installation process of the operating system.
Hardware
Click on the arrow next to “Hardware” to expand the menu options.
On the “Base Memory” line, move the slider to 16384 MB (megabytes). This memory size will be enough for us to run our robotics simulator, Gazebo, which requires a lot of memory.
On the “Processors” line, select 8 CPUs. If your computer supports it, you can set a higher number. I like to make sure my slider stays within the safe, green color to avoid problems.
Click on the arrow next to “Hard Disk” to expand the menu options.
Click on the slider bar to set 50.00 GB for the storage space.
Click “Finish”.
Highlight Ubuntu24.04, and click Settings.
Click Display.
Change Video Memory to 128 MB (megabytes).
Click OK.
Install Ubuntu
Highlight Ubuntu24.04, and click Start on the top menu.
A startup window will appear.
Select “Try or Install Ubuntu” by PressingEnter.
Choose your language. I will select “English”.
Click Next.
On the “Accessibility in Ubuntu” panel, click Next.
On the “Keyboard layout” panel, select your desired keyboard layout, and click Next.
On the “Connect to the internet” panel, select “Use wired connection”, and click Next.
On the “What do you want to do with Ubuntu?” panel, select “Install Ubuntu”, and then click Next.
On the “How would you like to install Ubuntu?” panel, select “Interactive installation”, and then click Next.
On the “What apps would you like to install to start with?” panel, select the “Default selection”, and then click Next.
On the “Install recommended proprietary software?” panel, select both checkboxes, and then click Next.
On the “How do you want to install Ubuntu?” panel, select “Erase disk and install Ubuntu”.
Click Next.
On the “Create your account” panel, fill in your information with your desired name (e.g. “ubuntu”).
Deselect “Require my password to log in”.
Click Next.
Select your time zone, and then click Next.
On the “Review your choices” panel, click Install.
Sit back and relax while Ubuntu installs.
Click “Restart now” when the installation finishes.
When you see a message that says “Please remove the installation medium, then press Enter”, press Enter on your keyboard.
Configure Ubuntu
You will now see a welcome screen.
Click Next.
On the “Enable Ubuntu Pro” panel, select “Skip got now”, and click Next.
I will select “No, don’t share system data”, and click Next.
On the “Get started with more applications” panel, click Finish.
On the bottom left side of the screen, click the ring icon.
Right-click the terminal icon, and click “Pin to Dash”.
Click the ring icon again to return to the Desktop.
Now let’s make sure your user has sudo privileges. Sudo privileges allow a user to execute commands with superuser (administrative) rights, enabling them to perform tasks that require higher levels of access on the system.
Click the terminal icon on the left side of the screen.
Type the following command inside the terminal window, and press Enter.
whoami
This is your username.
Now type:
sudo adduser <username> sudo
Replace <username> with your username.
Now shutdown the virtual machine by typing the following command and pressing Enter on the keyboard.
sudo shutdown -h now
Install VirtualBox Guest Additions
Now we need to install VirtualBox Guest Additions.
VirtualBox Guest Additions are a set of applications that improve the performance and usability of virtual machines.
Highlight Ubuntu24.04, and click Start on the top menu to launch the Desktop environment.
Open a terminal window, and type the following commands to upgrade the operating system software packages:
sudo apt-get update -y
When prompted for the password, type in your password and press Enter.
sudo apt-get upgrade -y
Clear out all the logs in the terminal by typing the following command, and pressing Enter:
clear
Now reboot the machine.
reboot
When you get back to the Desktop, open a terminal window, and type the following command.
Next, go to the menu bar at the top of the Virtual Machine.
Click “Devices”.
Click “Insert Guest Additions CD image” to mount the Guest Additions ISO file inside your virtual machine.
Click the Files icon on the left side of the screen.
Click VBox_GAs on the left panel.
Right click on autorun.sh and select “Run as program”. (you can also click Run Software at the top)
Enter your password when the Authentication Required pop-up window appears.
Click “Authenticate.”
Once all the logs stop, press Enter to close the installation window.
Shutdown your system with the following command inside a terminal window:
sudo shutdown -h now
Highlight Ubuntu24.04 on the left panel.
Click Machine -> Settings in the dropdown menu at the top of Virtual Box.
Go to General -> Advanced on the Settings menu.
Enable “Bidirectional” for both “Shared Clipboard” and “Drag’n’Drop”.
Click OK.
Highlight Ubuntu24.04 on the left panel.
Click Start to launch the Desktop environment again.
Change the Screen Resolution
You may notice some annoying flickering that happens on your screen. This flickering happens either at random times or when I try to move windows with the virtual machine. The issue is due to the screen resolution.
Do the following steps to make this go away:
Go to the View menu at the top of the window.
To set a specific fixed resolution, go to View -> Virtual Screen 1, and select your desired resolution (e.g. 1920 x 1080).
Congratulations, you have finished installing and setting up Ubuntu.
In this tutorial, we’ll enhance our previous pick and place application by incorporating visual perception. We will still use the MoveIt Task Constructor for ROS 2. Here is what you will build by the end of this tutorial:
Building upon our earlier work, we’ll now use a depth camera to dynamically detect and locate objects in the scene, replacing the need for hardcoded object positions. This advancement will make our pick and place operation more flexible, robust, and adaptable to real-world scenarios.
We’ll modify our existing application to show how visual input can be integrated with the MoveIt Task Constructor framework. By the end of this tutorial, you’ll have created a vision-enhanced pick and place system that demonstrates the power of combining perception with sophisticated motion planning.
Here is what skills you will learn in this tutorial:
Learn how to integrate a simulated depth camera into Gazebo
Learn how to process point cloud data to detect and locate objects.
A point cloud is a collection of data points in 3D space that represent the surface of an object or environment.
Learn how to dynamically update the MoveIt planning scene based on visual information
Learn how to modify the MoveIt Task Constructor pipeline to use real-time object poses (positions and orientations)
Here is a high-level overview of what our enhanced program will do:
Set up the demo scene with randomly placed objects
Acquire and process point cloud data from the depth camera
Detect and localize objects in the scene
Update the planning scene with the detected objects
Define a pick sequence that includes:
Opening the gripper
Moving to a visually determined pre-grasp position
Approaching the target object
Closing the gripper
Lifting the object
Define a place sequence that includes:
Moving to a designated place location
Lowering the object
Opening the gripper
Retreating from the placed object
Plan the entire pick and place task using the updated scene information
Optionally execute the planned task
Provide detailed feedback on each stage of the process, including visual perception results
Real-World Use Cases
Same real-world use cases as in the previous tutorial.
All the code is here on my GitHub repository. Note that I am working with ROS 2 Iron, so the steps might be slightly different for other versions of ROS 2.
Install Cyclone DDS
First we need to install Cyclone DDS, and make it the default middleware to enable the different nodes to communicate with each other with low latency. You don’t need to understand how Cyclone DDS works.
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/
Create a folder named launch.
mkdir launch
cd launch
Add your first launch file:
gedit run.launch.py
This launch file sets up MoveIt 2 for the myCobot robotic arm. It configures various paths, sets up MoveIt with settings for trajectory execution, kinematics, and planning pipelines, and launches the move_group node for motion planning. It also optionally starts RViz for visualization.
Save the file, and close it.
gedit demo.launch.py
This launch file is designed for running a demo of the MoveIt Task Constructor with perception capabilities. It sets up the necessary configurations, launches the required nodes, and provides parameters for the demo execution, including robot description, kinematics, and planning pipelines.
Save the file, and close it.
gedit robot.launch.py
This launch file is responsible for launching the robotic arm in the Gazebo simulation environment. It sets up the Gazebo world, starts the robot state publisher, initializes various controllers for the arm and gripper, and spawns the robot model.
Save the file, and close it.
gedit point_cloud_viewer.launch.py
This launch file is created for viewing point cloud data (.pcd files) in RViz. It starts a node to convert PCD files to point clouds, allows configuration of file paths and publishing intervals, and launches RViz with a specific configuration for visualizing the point cloud data.
Save the file, and close it.
gedit get_planning_scene_server.launch.py
This launch file starts the GetPlanningSceneServer node (we’ll go over this service in detail later in this tutorial), which is responsible for providing the current planning scene. It loads configuration parameters from a YAML file.
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/
mkdir config
cd config
gedit mtc_node_params.yaml
This YAML file contains configuration parameters for the MoveIt Task Constructor node. It includes settings for robot control, object manipulation, motion planning, and various timeout and scaling factors. These parameters define the behavior of the pick and place task, including grasp generation, approach distances, and cartesian motion settings.
Save the file, and close it.
gedit get_planning_scene_server.yaml
This configuration file sets parameters for the GetPlanningSceneServer node. It includes settings for point cloud processing, plane and object segmentation, support surface detection, and various thresholds for filtering and clustering. These parameters are for processing sensor data and creating an accurate representation of the planning scene.
Save the file, and close it.
gedit ros_gz_bridge.yaml
This YAML file configures the bridge between ROS 2 and Gazebo topics. It specifies how sensor data (camera info and point clouds) should be translated between the Gazebo simulation environment and the ROS 2 ecosystem. The configuration ensures that simulated sensor data can be used by ROS 2 nodes for perception and planning tasks.
Save the file, and close it.
These configuration files are essential for setting up the perception pipeline, defining robot behavior, and ensuring proper communication between the simulation and ROS 2 environment in your pick and place task with perception.
Add the Source Code
Below I will guide you through how I set up the source code. If you want to learn more details about the implementation of each piece of code, go to the Appendix.
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/src
gedit mtc_node.cpp
This file implements the main MoveIt Task Constructor (MTC) node for the pick and place task. It sets up the planning scene, creates the MTC task with various stages such as move to pick, grasp, lift, and place. The file also handles the execution of the task, coordinating the robot’s movements to complete the pick and place operation.
Save the file, and close it.
gedit cluster_extraction.cpp
This file contains functions for extracting clusters from a point cloud using a region growing algorithm. It helps in separating different objects in the scene by grouping points that likely belong to the same object. The extracted clusters can then be processed individually for object recognition or manipulation tasks.
Save the file, and close it.
gedit get_planning_scene_client.cpp
This file implements a test client for the GetPlanningScene service. It’s responsible for requesting the current planning scene, which includes information about objects in the environment.
Save the file, and close it.
gedit get_planning_scene_server.cpp
This file implements the server for the GetPlanningScene service. It processes point cloud and RGB image data to generate CollisionObjects for the MoveIt planning scene. These CollisionObjects represent the obstacles and objects in the robot’s environment, allowing for accurate motion planning and object manipulation.
Save the file, and close it.
gedit normals_curvature_and_rsd_estimation.cpp
This file contains functions to estimate normal vectors, curvature values, and Radius-based Surface Descriptor (RSD) values for each point in a point cloud. These geometric features help in understanding the shape and orientation of surfaces in the scene. The estimated features can be used for tasks such as object recognition, segmentation, and grasp planning.
Save the file, and close it.
gedit object_segmentation.cpp
This file does most of the heavy lifting. It implements object segmentation for the input 3D point cloud. It includes functions for fitting geometric primitives (cylinders and boxes) to point cloud data, which is used to identify and represent objects in the scene.
Save the file, and close it.
gedit plane_segmentation.cpp
This file contains functions to segment the support plane and objects from a given point cloud. It identifies the surface on which objects are placed, separating it from the objects themselves. This segmentation is important for tasks such as determining where objects can be placed.
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/include
gedit cluster_extraction.h
Save the file, and close it.
gedit get_planning_scene_client.h
Save the file, and close it.
gedit normals_curvature_and_rsd_estimation.h
Save the file, and close it.
gedit object_segmentation.h
Save the file, and close it.
gedit plane_segmentation.h
Save the file, and close it.
These header files define the interfaces for the corresponding source files we created earlier. They contain function declarations, class definitions, and necessary include statements.
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/
mkdir scripts
cd scripts
gedit pointcloud.sh
Save the file, and close it.
gedit robot.sh
Save the file, and close it.
chmod +x pointcloud.sh
chmod +x robot.sh
These scripts will help you launch the necessary components for viewing point clouds and running the robot simulation with Gazebo, RViz, and MoveIt 2.
The pointcloud.sh script is designed to launch the robot in Gazebo and then view a specific point cloud file.
The robot.sh script launches the full setup including the robot in Gazebo, RViz for visualization, and sets up MoveIt 2 for motion planning. The chmod commands at the end make both scripts executable, allowing you to run them directly from the terminal.
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/
mkdir rviz
cd rviz
Add the RViz configuration file.
Create a Gazebo World
cd ~/ros2_ws/src/mycobot_ros2/mycobot_gazebo/worlds/
gedit cylinder_perception.world
Save the file, and close it.
Create a Cylinder in Gazebo
Now let’s create a cylinder that we will use for pick and place in Gazebo.
cd ~/ros2_ws/src/mycobot_ros2/mycobot_gazebo/models
mkdir hello_mtc_with_perception_cylinder
cd hello_mtc_with_perception_cylinder
gedit model.sdf
Save the file, and close it.
gedit model.config
Save the file, and close it.
Create an RGBD Camera
Let’s start by creating a URDF file for an RGBD camera. An RGBD camera captures both color (Red Green Blue) images and depth information, allowing it to see the world in 3D like human eyes do.
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/
mkdir urdf
cd urdf
gedit mycobot_280.urdf.xacro
Save the file, and close it.
You can see that we have put specific RGBD camera information in the <gazebo> tag so that we can specify this piece in the SDF format needed by Gazebo.
We haven’t built our package yet (using “colcon build”), but it is helpful to know how to test point cloud data in Gazebo once everything has been built.
To confirm the point cloud data is being generated successfully in Gazebo, you would run these commands (you can come back to this section after you build the package later on in this tutorial):
Create a ROS 2 Service Interface for Point Cloud Processing for MoveIt Planning Scene Generation
Now let’s create a ROS 2 service that processes point cloud data to generate CollisionObjects for a MoveIt planning scene. This service will segment the input point cloud, fit primitive shapes to the segments, and create corresponding CollisionObjects. The service will also provide the necessary data for subsequent grasp generation should you decide to use a grasp generation strategy other than the one we will implement in this tutorial.
Here is a description of the service on a high level:
moveit_msgs::msg::PlanningSceneWorld: Contains CollisionObjects for all detected objects
sensor_msgs::msg::PointCloud2: Full scene point cloud
sensor_msgs::msg::Image: RGB image of the scene
std::string: ID of the target object in the PlanningSceneWorld
std::string: ID of the support surface in the PlanningSceneWorld
bool: Success flag
Create a Package
Let’s create a new package called mycobot_interfaces to store our custom service definition. This package will be used across your mycobot projects for custom message and service definitions.
After creating our custom service interface, it’s important to verify that it has been created correctly. Follow these steps to confirm the interface creation:
Open a new terminal.
Navigate to your workspace:
cd ~/ros2_ws
Use the ros2 interface show command to display the content of our newly created service:
ros2 interface show mycobot_interfaces/srv/GetPlanningScene
Remember, whenever you make changes to your interfaces, you need to rebuild the package and source your workspace again for the changes to take effect.
Now you have created a custom service interface for planning scene generation. This service will take a target shape and dimensions as input, and return a planning scene world, full point cloud, RGB image, target object ID, support surface ID (e.g. a table), and a success flag.
To use this service in other packages, add mycobot_interfaces as a dependency in the package.xml of the hello_mtc_with_perception package where you want to use this service:
<depend>mycobot_interfaces</depend>
In your C++ code, you would include the generated header:
You can then create service clients or servers using this interface.
This custom service interface provides a clear contract for communication between your point cloud processing node and other nodes in your system that need planning scene information.
Edit CMakeLists.txt
cd ~/ros2_ws/src/mycobot_ros2/hello_mtc_with_perception/
(OR source ~/ros2_ws/install/setup.bash if you haven’t set up your bashrc file to source your ROS distribution automatically with “source ~/ros2_ws/install/setup.bash”)
Launch the Code
Finally…the moment you have been waiting for.
Run the following commands (each command in a different terminal window) to launch everything:
You can also run the robot.sh file we created earlier that does all that stuff above.
If you want to visualize the raw 3D point cloud data, you can run the pointcloud.sh script. Make sure the files are in the appropriate location.
That’s it!
Deep Learning Alternatives for MoveIt Planning Scene Generation
In the service we developed to generate the collision objects for the planning scene, we fit primitive shapes to the 3D point cloud generated by our RGBD camera. We could have also generated the MoveIt planning scene using modern deep learning methods (I won’t go through this in this tutorial).
For example, you could use a package like isaac_ros_foundationpose to create 3D bounding boxes around objects in the scene and then add those boxes as collision objects. The advantage of this technique is that you have the pose of the object as well as the class information (e.g. mug, plate, bowl, etc.)
Here is what a Detection3D.msg message would look like if you were to type ‘ros2 topic echo <name_of_detection3d_topic>’:
Appendix: ROS 2 Service: Generating a MoveIt Planning Scene from a 3D Point Cloud
Overview
The method I used for generating the planning scene was inspired by the following paper:
Goron, Lucian Cosmin, et al. “Robustly segmenting cylindrical and box-like objects in cluttered scenes using depth cameras.” ROBOTIK 2012; 7th German Conference on Robotics. VDE, 2012.
If you get a chance, I highly recommend you read this entire paper. It provides a robust methodology for generating object primitives (i.e. boxes and cylinders) from a 3D point cloud scene even if the depth camera can only see the objects partially (i.e. from one side).
Let’s go through the technical details of the ROS 2 service we created. The purpose of the service is to process point cloud and RGB image data to generate CollisionObjects for a MoveIt planning scene. I will cover how we segmented the input point cloud, fit primitive shapes to the segments, created corresponding CollisionObjects, and provided the necessary data for subsequent grasp generation.
moveit_msgs::msg::PlanningSceneWorld: Contains CollisionObjects for all detected objects
sensor_msgs::msg::PointCloud2: Full scene point cloud
sensor_msgs::msg::Image: RGB image of the scene
std::string: ID of the target object in the PlanningSceneWorld
std::string: ID of the support surface in the PlanningSceneWorld
bool: Success flag
Implementation Details
Point Cloud Preprocessing
Estimate the support plane for the objects in the scene and extract the points in the point cloud that are above the support plane (plane_segmentation.cpp)
The first step of the algorithm identifies the points that make up the flat surface (like a table) that objects are sitting on.
Input
Point cloud (pcl::PointCloud<pcl::PointXYZRGB>)
Output
Point cloud for the support plane
Point cloud for the points above the detected support plane.
Process
Estimate surface normals
A normal is a vector perpendicular to the surface at a given point. It provides information about the local orientation of the surface
For each point in the cloud, estimate the normal by fitting a plane to its k-nearest neighbors.
Store the computed normals, keeping them aligned with the original point cloud.
Identify potential support surfaces
Use the computed surface normals to find approximately horizontal surfaces.
Group points whose normals are approximately parallel to the world Z-axis (vertical). These points likely belong to horizontal surfaces like tables.
Perform Euclidean clustering on these points to get support surface candidate clusters.
Store the support surface candidate clusters
For each support surface candidate cluster:
Use RANSAC to fit a plane model
Validate the plane model based on the robot’s workspace limits
If cropping is enabled:
Check if the plane is within the cropped area:
If cropping is disabled:
Skip the position check
Check if the plane is close to z=0:
Define z_tolerance (e.g., 0.05 meters)
Ensure the absolute value of plane_center.z is less than z_tolerance
Verify the plane is approximately horizontal:
Define up_vector as (0, 0, 1)
Calculate dot_product between plane_normal and up_vector
Define angle_tolerance based on acceptable tilt (e.g., cos of 2.5 degrees)
Ensure dot_product is greater than angle_tolerance
If all applicable conditions are met, consider the plane model valid; otherwise, reject it
Select the best fitting plane as the support surface
From the set of validated plane models, choose the best candidate based on the following criteria:
Inlier count:
Define inlier_count for each plane model as the number of points that fit the model within a specified distance threshold
Prefer plane models with higher inlier_count, as they represent surfaces with more supporting points
Plane size:
Calculate the area of each plane model by finding the 2D bounding box of inlier points projected onto the plane
Prefer larger planes, as they are more likely to represent the main support surface
Distance to z=0:
Calculate z_distance as the absolute distance of the plane’s center to z=0
Prefer planes with smaller z_distance
Orientation accuracy:
Calculate orientation_score as the dot product between the plane’s normal and the up vector (0, 0, 1)
Prefer planes with higher orientation_score (closer to being perfectly horizontal)
Combine these factors using a weighted scoring system:
Define weights for each factor (e.g., w_inliers, w_size, w_distance, w_orientation)
Calculate a total_score for each plane model
Select the plane model with the highest total_score as the best fitting plane
Store the selected best_plane_model for further use in object segmentation
Return the results:
Create support_plane_cloud:
Extract all inlier points from the original point cloud that belong to the best_plane_model
Store these points in support_plane_cloud
Create objects_cloud:
For each point in the original point cloud:
If the point is above the best_plane_model (use the plane equation to check)
And if cropping is enabled, the point is within the crop boundaries
Add the point to objects_cloud
Return both support_plane_cloud and objects_cloud
References:
R. Mario and V. Markus, “Grasping of Unknown Objects from a Table Top,” in Workshop on Vision in Action: Efficient strategies for cognitive agents in complex environments, 2008.
R. B. Rusu, N. Blodow, Z. C. Marton, and M. Beetz, “Close-range Scene Segmentation and Reconstruction of 3D Point Cloud Maps for Mobile Manipulation in Human Environments,” in IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS), St. Louis, MO, USA, October 2009.
Estimate normal vectors, curvature values, and radius descriptor values for each point in the point cloud (normals_curvature_and_rsd_estimation.cpp)
Input
Point cloud (of type pcl::PointCloudpcl::PointXYZRGB)
Output
Point Cloud with Normal Vectors, Curvature Values, and Radius Descriptor Values
Each point has an associated 3D vector representing its normal vector (a 3D vector indicating the direction the surface is facing at that point)
Each point also has an additional value representing how curved the surface is at that point.
Each point has Radius-based Surface Descriptor (RSD) values (the minimum and maximum surface radius that can be fitted to the point’s neighborhood). This step determines whether a point belongs to a linear or circular surface.
Process
This approach provides a method for handling boundary points and refining normal estimation using MaximumLikelihoodSampleConsensus (MLESAC). It estimates normals, curvature, and RSD values for every point, using a more conservative approach for points identified as potentially being on a boundary.
For each point p in the cloud:
Find neighbors:
Identify the k nearest neighboring points around p (k_neighbors as input parameter)
These k points form the “neighborhood” of p.
Check if the point is a boundary point by seeing if it has fewer than k_neighbors neighbors.
For boundary points, adjust the neighborhood size to use a smaller number of neighbors (up to min_boundary_neighbors or whatever is available).
Estimate the normal vector:
Perform initial Principal Component Analysis (PCA) on the neighborhood:
This captures how the neighborhood points are spread out around point p.
The eigenvector corresponding to the smallest eigenvalue is an initial normal estimate.
Use Maximum Likelihood Estimation SAmple Consensus (MLESAC) to refine the local plane estimate:
MLESAC aims to refine the plane fitting by robustly estimating the best plane model and discarding outliers.
It uses the initial normal estimate as a starting point.
If MLESAC fails, fall back to the initial normal estimate.
Compute a weighted covariance matrix:
Assign weights to neighbor points based on their distance to the estimated local plane
Points closer to the plane and inliers from MLESAC get higher weights
This step helps to reduce the influence of outliers
Perform PCA on this weighted covariance matrix:
Compute eigenvectors and eigenvalues
The eigenvector corresponding to the smallest eigenvalue is the final normal estimate
Compute curvature values:
Use the eigenvalues from PCA on the weighted covariance matrix to calculate the curvature values according to the following formula: curvature = λ₀ / (λ₀ + λ₁ + λ₂) where λ₀ ≤ λ₁ ≤ λ₂
Use pcl::RSDEstimation to compute the minimum and maximum surface radius that can be fitted to the point’s neighborhood.
This step determines whether a point belongs to a linear or circular surface.
Output creation: Point cloud that includes:
The original XYZ coordinates
The RGB color information
The estimated normal vector for each point
The estimated curvature value for each point
The RSD values (r_min and r_max) for each point
Key Parameters
k_neighbors: Number of nearest neighbors to consider
max_plane_error: Maximum allowed error for plane fitting in MLESAC
max_iterations: Maximum number of iterations for MLESAC
min_boundary_neighbors: Minimum number of neighbors to consider for boundary points
rsd_radius: Radius to use for RSD estimation
References
R. B. Rusu, Z. C. Marton, N. Blodow, M. Dolha, and M. Beetz, “Towards 3D Point Cloud Based Object Maps for Household Environments,” Robotics and Autonomous Systems Journal (Special Issue on Semantic Knowledge in Robotics), vol. 56, no. 11, pp. 927–941, 30 November 2008.
Z. C. Marton, D. Pangercic, N. Blodow, and M. Beetz, “Combined 2D-3D Categorization and Classification for Multimodal Perception Systems,” International Journal of Robotics Research, 2011.
Cluster the point cloud into connected components using region growing based on nearest neighbors – cluster_extraction.cpp
Input
Point cloud (of type pcl::PointCloud<PointXYZRGBNormalRSD>::Ptr) – Point cloud with XYZ, RGB, normal vectors, curvature values, and Radius-based Surface Descriptor (RSD) values
Output
Vector of point cloud clusters, where each cluster is a separate point cloud containing:
Points that are close to each other in 3D space.
Each point retains its original attributes (xyz, RGB, normal, curvature, RSD values)
Process
Create a KdTree object for efficient nearest neighbor searches
Extract normals from the input cloud into a separate pcl::PointCloudpcl::Normal object
Create a RegionGrowing object and set its parameters:
Minimum and maximum cluster size
Number of nearest neighbors to consider
Smoothness threshold (angle threshold for neighboring normals)
Curvature threshold
Apply the region growing algorithm to extract clusters
For each extracted cluster:
Create a new point cloud
Copy points from the input cloud to the new cluster cloud based on the extracted indices
Set the cluster’s width, height, and is_dense properties
Key Points
Purpose: Reduce the search space for subsequent segmentation by grouping nearby points
Note: In cluttered scenes, objects that are touching or very close may end up in the same cluster
This step does not perform final object segmentation, but prepares data for later segmentation steps
The algorithm uses both geometric properties (normals) and curvature information for clustering
Smoothness threshold is converted from degrees to radians in the implementation
Parameters
min_cluster_size: Minimum number of points that a cluster needs to contain
max_cluster_size: Maximum number of points that a cluster can contain
smoothness_threshold: Maximum angle difference between normals (in degrees, converted to radians internally)
curvature_threshold: Maximum difference in curvature between neighboring points
nearest_neighbors: Number of nearest neighbors to consider for region growing
Additional Features
The implementation calculates and logs various statistics for each cluster:
Average RSD (Radius-based Surface Descriptor) values
References
R. B. Rusu, N. Blodow, Z. C. Marton, and M. Beetz, “Close-range Scene Segmentation and Reconstruction of 3D Point Cloud Maps for Mobile Manipulation in Human Environments,” in IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS), St. Louis, MO, USA, October 2009.
Segmentation of Clutter – object_segmentation.cpp
The input into this step is the vector of point cloud clusters that was generated during the previous step.
Input
Vector of point cloud clusters, where each cluster is a separate point cloud containing:
Points that are close to each other in 3D space.
Each point retains its original attributes (xyz, RGB, normal, curvature, RSD values)
Output
moveit_msgs::CollisionObject[] collision_objects
Outer Loop
The entire process below occurs for each point cloud cluster in the input vector.
Process
Project the Point Cloud Cluster Onto the Surface Plane
For each point (x,y,z,RGB,normal, curvature, RSDmin and RSDmax) in the 3D cluster:
Project the point onto the surface plane (assumed to be z=0). This creates a point (x, y).
Maintain a mapping between each 2D projected point and its original 3D point
Initialize Two Separate Parameter Spaces
Create a vector to store line models for the Hough transform
Each line model stores rho, theta, votes, and inlier count
Create a 3D Hough parameter space for circle models
Dimensions: center_x, center_y, radius
Understanding Hough Space
Hough space is a parameter space used for detecting specific shapes or models. Each point in Hough space represents a possible instance of the shape you’re looking for (in this case, circles or lines).
For lines:
Instead of y = mx + b, a rho-theta parameterization of the line is used
rho is the perpendicular distance from the line to the origin
This parameterization allows for vertical lines and avoids infinite slopes
For circles:
The Hough space is 3D: (center_x, center_y, radius)
Each point in this space represents a possible circle in the original image
The voting process in Hough space helps find shapes even if they’re partially hidden or broken in the original image.
Inner Loop (repeated num_iterations times)
RANSAC Model Fitting
Line Fitting
Use RANSAC to fit a 2D line to the projected points. This is done to identify potential box-like objects.
Circle Fitting
Use RANSAC to fit a 2D circle to the projected points. This is done to identify cylindrical-like objects.
Filter Inliers
For the fitted models from the RANSAC Model Fitting step, apply a series of filters to refine the corresponding set of inlier points.
Circle Filtering
Euclidean Clustering
Use pcl::EuclideanClusterExtraction to group inliers into clusters.
Accept models with a maximum of two clusters (representing complete circles or two visible arcs of the same cylinder).
Reject models with more than the specified maximum number of clusters.
Height Consistency (for two clusters only)
For models with exactly two clusters, check if the height difference between clusters is within the specified tolerance.
This ensures that the fitted circle represents a cross-section of a single, upright cylindrical object.
Curvature Filtering
Keep inlier points with high curvature (above the specified threshold).
Remove inlier points with low curvature.
Radius-based Surface Descriptor (RSD) Filtering
Compare the minimum surface radius (r_min) of each inlier point to the radius of the fitted circle.
Keep points where the difference is within the specified tolerance.
Surface Normal Filtering
Calculate the angle between the point’s normal (projected onto the xy-plane) and the vector from the circle center to the point.
Keep points where this angle is within the specified threshold.
Line Filtering
Euclidean Clustering
Use pcl::EuclideanClusterExtraction to group inliers into clusters.
Accept models with only one cluster.
Reject models with more than the specified maximum number of clusters.
Curvature Filtering
Keep inlier points with low curvature (below the specified threshold).
Remove inlier points with high curvature.
Model Validation
For both circle and line models, check how many inlier points remain after filtering.
If the number of remaining inliers for the model exceeds the threshold:
The model is considered valid.
Add the model to the appropriate Hough parameter space.
If the number of remaining inliers is below the threshold:
The model is rejected.
An additional validation step compares inlier counts between circle and line models, keeping only the model type with more inliers.
Add Model to the Hough Space
If a model is valid:
For circles:
Add a vote to the 3D Hough space (center_x, center_y, radius bins)
For lines:
Add the line model (rho, theta, votes, inlier count) to the line models vector
rho is the perpendicular distance from the origin (0, 0) to the line
theta is the angle formed between the x-axis and this perpendicular vector (positive theta is counter-clockwise measured from x-axis)
Remove inliers and continue
Remove the inliers of valid models from the working point cloud and continue the inner loop until insufficient points remain or no valid models are found.
Cluster Parameter Spaces
After all iterations on a point cloud cluster:
Cluster line models based on similarity in rho and theta.
Cluster circle models in the 3D Hough space.
Select Model with Most Votes
Compare the top line cluster with the top circle cluster. Select the model type (line or circle) with the highest vote count.
Estimate 3D Shape
Using the parameters from the highest-vote cluster, fit the selected solid geometric primitive model type (box or cylinder) to the original 3D point cloud data.
Cylinder Fitting
Use the 2D circle fit for radius and (x,y) center position.
Set cylinder bottom at z=0.
Set top height to the highest point in the cluster.
Calculate dimensions and position of the cylinder.
Box Fitting
Compute box orientation from the line angle.
Project points onto the line direction and perpendicular direction to determine length and width.
Use z-values of points to determine height.
Calculate dimensions and position of the box.
Add Shape as Collision Object
The box or cylinder is added as a collision object (moveit_msgs::CollisionObject) to the planning scene with a unique id (e.g. box_0, box_1, cylinder_0, cylinder_1, etc).
Move to Next Cluster
Proceed to the next point cloud cluster in the vector (i.e., move to the next iteration of the Outer Loop).
Key Parameters
num_iterations: Number of RANSAC iterations per cluster
inlier_threshold: Minimum number of inliers for a model to be considered valid
ransac_distance_threshold: Maximum distance for a point to be considered an inlier in RANSAC
ransac_max_iterations: Maximum number of iterations for RANSAC
circle_min_cluster_size, line_min_cluster_size: Minimum size for Euclidean clusters
circle_max_clusters, line_max_clusters: Maximum number of allowed clusters
circle_height_tolerance: Maximum allowed height difference between two circle clusters
circle_curvature_threshold, line_curvature_threshold: Curvature thresholds for filtering
circle_radius_tolerance: Tolerance for RSD filtering
circle_normal_angle_threshold: Maximum angle between normal and radial vector for circles
circle_cluster_tolerance, line_cluster_tolerance: Distance threshold for Euclidean clustering
line_rho_threshold, line_theta_threshold: Thresholds for clustering line models in the parameter space
Get Planning Scene Server (get_planning_scene_server.cpp)
This code brings together all the previously developed components into a single, unified ROS 2 service. It integrates functions for point cloud processing, plane segmentation, object clustering, and shape fitting into a cohesive workflow. The service processes point cloud and RGB image data to generate a MoveIt planning scene, which can be called by a node using the MoveIt Task Constructor to obtain environment information for manipulation tasks. The core functionality is encapsulated in the handleService method of the GetPlanningSceneServer class.
handleService Method Walkthrough
Initialize Response: The method starts by setting the success flag of the response to false.
Check Data Availability: It verifies that both point cloud and RGB image data are available. If either is missing, it logs an error and returns.
Validate Input Parameters and Prepare Point Cloud:
Checks if target_shape and target_dimensions are valid
Transforms the point cloud to the target frame
Applies optional cropping to the point cloud
Convert PointCloud2 to PCL Point Cloud: Converts the ROS PointCloud2 message to a PCL point cloud for further processing.
Segment Support Plane and Objects: Uses the segmentPlaneAndObjects function to separate the support surface from objects in the scene.
Create CollisionObject for Support Surface: Generates a CollisionObject representing the support surface and adds it to the planning scene.
Estimate Normals, Curvature, and RSD: Calls estimateNormalsCurvatureAndRSD to calculate geometric features for each point in the object cloud.
Extract Clusters: Uses extractClusters to identify distinct object clusters in the point cloud.
Get Collision Objects: Calls segmentObjects to convert point cloud clusters into collision objects for the planning scene.
Identify Target Object: Searches through the collision objects to find one matching the requested target shape and dimensions.
Assemble PlanningSceneWorld: Combines all collision objects into a complete PlanningSceneWorld structure.
Fill the Response:
Sets the full point cloud, RGB image, target object ID, and support surface ID in the response
Sets the success flag to true if all critical steps were successful
Logs detailed information about the response contents
This method transforms raw sensor data into a structured planning scene that can be used by the MoveIt Task Constructor for motion planning and manipulation tasks.
Congratulations on reaching the end! Keep building!