3. Methodology
The methodology is designed to isolate the impact of directional pheromone gradient observations on decentralized coordination performance, ensuring that all other components of the system remain consistent across compared approaches.
3.1. Problem Formulation and Environment
Disaster search and rescue (SAR) operations are inherently stochastic and partially observable. The locations of victims are not known, there may be obstacles in the way, and communication between agents may be faulty. Hence, the problem is formulated as a Decentralized Partially Observable Markov Decision Process (Dec-POMDP), where each UAV makes decisions based on its own local observations.
The disaster site is modeled by a grid G, with each square possibly being free, obstructed, dangerous, searched, or occupied by a victim. At each time step t, UAV i has a local observation , current location , current battery life , and an action . Each agent can see within its own local window, with sensing range .
The environment is generated procedurally using a fixed random seed per episode. Obstacles, hazard zones, and victim locations are sampled uniformly at random without replacement from all grid cells outside a central exclusion zone reserved for drone initialisation. Obstacles are impassable; hazard zones are traversable but penalise entry (reward ) and deposit risk pheromone . Both are static for the duration of each episode — neither obstacles nor hazard zones move. Victims are likewise stationary; their locations are unknown to agents until physically detected within sensing range (). The drones are uniformly randomized in the central square. No two drones occupy the same grid point in the starting position. Each of the 30 iterations uses a distinct map so that the performance on different maps can be measured. The entire source code of the simulation is provided along with this paper.
3.2. System Architecture
The proposed system has five layers, shown in
Figure 1. The
sensing layer collects RGB, thermal, LiDAR, IMU, and communication-signal data. The
mapping layer builds local occupancy grids and victim-probability grids, then merges them across drones when communication is available. The
stigmergy layer maintains and spreads the four pheromone maps using Equation (
1). The
learning layer runs the MARL policy. An optional
mission-control layer tracks global progress and assigns area priorities. When it is disconnected, the system still runs in a fully decentralized way.
The proposed observation formulation is independent of the specific environment structure and can be applied to any decentralized MARL setting where spatial information is represented through local maps or distributed environmental fields.
3.3. Virtual Pheromone Model
To support indirect coordination, the proposed system uses four virtual pheromone layers inspired by stigmergy. The coverage layer marks scanned cells, the victim-likelihood layer stores possible human-presence evidence, the risk layer marks hazardous regions, and the communication layer identifies useful relay areas.
Each pheromone layer is updated through evaporation, diffusion, and new deposits:
where
,
is the evaporation rate,
is the diffusion coefficient,
is the four-cell neighborhood, and
is the new deposited pheromone. The victim-likelihood layer uses the slowest evaporation rate,
, so possible victim evidence remains available for longer.
3.4. Directional Pheromone Gradient Observation
The central design contribution is an enriched observation vector. Each drone
i observes:
where
is the
directional victim-pheromone gradient. It is computed as the mean
over a 3-cell cone in each cardinal direction. The term
is computed in the same way, but for the coverage pheromone.
gives the normalized number of drones within
, while
are binary obstacle indicators for the four directions. Neighbor density is taken from physical drone positions, so it gives short-range proximity awareness without active message exchange. It remains available even when communication is lost.
This directional representation reduces decision ambiguity. With only scalar pheromone values at the current cell, a drone knows what is happening where it stands, but not where the useful signal is stronger. It leads to inefficient exploration or back and forth moves under partial observability conditions. Representation by directional trends and provides a straightforward hint to the policy about where more victims’ signs are observed or, alternatively, where there is less coverage. In such a way, drones can explore more purposefully without the need for a global map or additional communication.
The detection of a victim takes place based on a deterministic binary scheme. The presence of a victim at the grid cell is determined if the drone visits any cell , for which . This means that the victim is located within a drone’s sensing window, where . Upon detection, the value of is added to the drone’s current position, and the victim is considered to be discovered. Positions of victims are unknown to all agents in the beginning of each episode. They are not included in the initial state or observation. The model abstracts a short-range thermal or visual sensor. A probabilistic detection model with distance-based false alarms is left for future work.
Overall, the added directional features make the observation more informative than scalar pheromone inputs alone. They let each agent infer local spatial gradients of coverage and victim likelihood, reduce ambiguity in action selection, and support more stable navigation in partially observable environments.
These features add more than scalar pheromone values alone. If a drone only observes at its current cell, it knows there is some victim-related signal nearby, but not where that signal is coming from. With , it can move toward the strongest victim-likelihood direction without needing a global map or explicit message passing.
Unlike conventional methods based only on scalar local observations the proposed representation encodes directional trends. This lets each agent infer spatial gradients of relevant environmental signals, reduces ambiguity in action selection and supports more purposeful navigation under partial observability.
Similarly, encodes which direction has the least explored space, enabling learned dispersion without inter-agent negotiation. The neighbor density allows the policy to avoid redundant clustering even when no explicit task-assignment protocol exists. An ablation study in Section V quantifies the individual contribution of each feature.
The proposed directional features introduce minimal computational overhead, as gradient values are computed from local pheromone maps using simple averaging operations over small spatial neighborhoods. A comparison between conventional scalar observations and the proposed directional representation is summarized in
Table 1.
3.5. Hybrid Decision Process
Algorithm 1 formalizes the per-step procedure.
|
Algorithm 1 Hybrid Stigmergy-RL Step (drone i, step t) |
-
Require:
Observation , pheromone maps , Q-table ,
-
Ensure:
Action , updated pheromone deposits
- 1:
Observe local environment within radius
- 2:
Deposit for scanned cells
- 3:
if victim at within sensing window (deterministic, ) then
- 4:
- 5:
end if
- 6:
if hazard detected at then
- 7:
- 8:
end if
- 9:
Compute , from 3-cell directional cones
- 10:
Compute from drones within
- 11:
Construct from Equation ( 2)
- 12:
Select via -greedy on
- 13:
Execute ; receive reward (Equation ( 3))
- 14:
Update:
- 15:
if drone j within comm. radius then
- 16:
Broadcast compressed to drone j
- 17:
end if
- 18:
Apply evaporation-diffusion (Equation ( 1))
|
3.6. Non-Learned Baselines
Three non-learned baselines are included for comparison. Random walk selects actions uniformly at random each step. Frontier search directs each drone to the nearest unvisited cell using Manhattan distance, with random tie-breaking. Stigmergy-only uses fixed hand-coded rules based solely on the shared pheromone field, with no learning: at each step, each drone scores the four cardinal moves using the linear combination , where , , are the pheromone values at the candidate cell and penalises cells occupied by other drones. A small uniform noise term breaks ties. The drone moves to the highest-scoring valid cell, or hovers if all moves are blocked. This rule prioritises victim-likelihood signals over coverage and avoids hazards and crowding — but the weights are fixed and cannot be adapted at runtime.
3.7. Training Strategy
Victim detection and cell creation are rewarded positively; energy consumption, collision, and entry into the danger zone are penalized. The victim coefficient takes precedence over all others, guaranteeing that the drone algorithm favors victim detection above cell creation. The communication reward ensures that the drones will stay in relay formation when no other high-priority task is available.
Tabular Q-learning is chosen deliberately for these experiments. It allows complete control of the observation space and makes it possible to separate the contribution of the suggested representation. It also helps avoid additional sources of noise caused by function approximation, making performance improvements associated solely with directional gradient representations easier to attribute.
The training regime adheres to the CTDE setup. During the training the simulator generates the global state used to calculate the reward, while during evaluation each drone selects actions based only on its individual observation. The Q-tables have a 6-bin quantization for each pheromone-relevant observation feature and are initialized in an optimistic way (
) to promote exploration early in the training process. To avoid conflict with the victim reward weight
in Equation (
3) the Q-learning step size is written as
in
Table 2. Exploration uses multiplicative decay,
, applied once per episode with a minimum value of 0.05. Across 5,000 training episodes,
drops from 1.0 to about 0.135 so exploration does not vanish. Each learned method is trained with five independent random seeds and results are reported as mean ± std across seeds to separate training-seed variance from evaluation variance. Statistical significance is tested using Welch’s
t-test on pooled evaluation runs (
) along with Cohen’s
d effect size and bootstrap 95% confidence intervals. For a fair comparison all models use the same reward function, training process and environment conditions. However, only the observation representation changes.
The RL-only baseline uses the same learning rate, discount factor, exploration schedule, training length and evaluation protocol as the hybrid model. It differs only in the observation or policy state.
Table 3 gives the exact features for each model. Both models share five base features: local coverage pheromone
with 6 bins, local victim pheromone
with 6 bins, a binary risk flag from
, normalized battery with 4 bins and four binary obstacle indicators. The hybrid model adds three more features: victim-gradient direction
, defined as the dominant cardinal direction of
; coverage-gradient direction
, defined as the direction of least-explored space; and neighbor density
with 3 bins. The reported improvements are therefore attributable solely to these three added observation features. The RL-only baseline is intentionally matched to the hybrid in architecture, reward function, and training procedure, differing only in observation features (
Table 3), so that any performance difference is attributable to the three added gradient features rather than to architectural differences.
The state space increases from 9 to 18 dimensions; however, due to discretization, the resulting Q-table remains computationally tractable within the evaluated environment size.