Re-Solving the Shepherding Problem: Lead When Possible, Herd When Necessary

Abstract: Designing systems for autonomous transport of groups of living agents has received a lot of attention in recent years due to a wealth of important potential applications. Biomimetic approaches are often sought, and a range of herding algorithms, inspired by how dogs herd sheep, as well as leadership algorithms mimicking leader-follower systems, have been introduced. However, they suffer from a common problem: shepherding algorithms require that agents evade the shepherd, and leading algorithms require that agents follow. This can cause problems in real-world applications where the behavioral responses of the agents to a transporter are likely to be heterogeneous over both long and short timescales. Here, we introduce an algorithm that adaptively switches between leading and herding depending on the response it receives from the agents to mitigate this problem. We show via simulation that this mixed algorithm can transport groups with any follower and evader composition, and we compare its performance with lead-only and herd-only algorithms. We also show that the mixed algorithm can deal with groups where individual agents randomly switch their strategy over time, as long as sufficient time is provided to complete the task relative to the switching rate. Given that our algorithm overcomes issues associated with herd-only and lead-only algorithms and might also, as a side effect, mitigate the issue of habituation to robotic transporters, it takes us one step closer to realizing many of the proposed applications for these types of algorithms.