Lecture4 Root Locus Method

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    The Root Locus Analysis

    Eng R. L. Nkumbwa

    MSc, MBA, BEng, REng.

    Copperbelt University

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    Stability of Control Systems

    Its all about Stability

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    Auto-Pilot or Fly-by-Wire Systems

    Let us consider the short period approximate

    model of the Fly Zambezi 727 aircraft landingat Lusaka International Airport.

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    Auto-Pilot or Fly-by-Wire Systems

    Where e is the elevator input,

    Take the output as , input is e, then formthe transfer function is of the form;

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    Auto-Pilot or Fly-by-Wire Systems

    For the Zambezi 727 (40Kft, M = 0.8) the

    Transfer Function reduces to:

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    Auto-Pilot or Fly-by-Wire Systems

    Such that, the dominant roots have a frequency

    of approximately 1 rad/sec and damping of about0.4 as shown on the pole-zero map below:

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    Auto-Pilot or Fly-by-Wire Systems

    As the plane continue navigating the sky, we

    need to know and analyze where the polesare going as a function of the input command

    constant in the above pole-zero map.

    How do we know where the poles moves as

    the Zambezi 727 system gain changes? This is where Root Locus comes to address

    the problem and provide the solutions.

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    Root Locus Analysis Intro

    In Control Systems I and other previous chapter,we have demonstrated the importance of the polesand zeros of the closed loop transfer function ofthe linear control system on the dynamicperformance of the system.

    The roots of the characteristic equation which arethe poles of the closed loop transfer function,determine the absolute and relative stability oflinear SISO Systems.

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    Root Locus Analysis Intro

    Another important study of the Control systemsis the investigation of the trajectories of theroots of the characteristic equation or simplythe Root Locus When certain systemparameters vary.

    The first basic properties of the root loci andthe systematic construction are due to

    Wade R. Evans in 1948

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    Root Locus Analysis Intro

    In general, root locus may be sketched by

    following some simple rules and properties.

    For plotting the root locus accurately the

    MATLAB root locus tool in the Control System

    Toolbox (control) or in the Time ResponseAnalysis Tool (time tool) of ACSYS can be used.

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    Root Locus Analysis Intro

    The root locus technique is not confined only to

    the study of control systems.

    In general, the method can be applied to study

    the behavior of roots of any algebraic equation

    with one or more variable parameters.

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    Root Locus Example

    Consider an illustrative example for the

    Radio Volume control in the Course TextBook by Nkumbwa on page 75.

    It illustrates how root locus is applied in

    volume control of radio systems.

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    Root Locus Example: three poles

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    Root Locus Analysis Intro

    General root locus is hard to determine by hand

    and requires Matlab tools such as:rlocus (num,den)

    To obtain full result, we can get some important

    insights by developing a short set of plotting

    rules.

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    Defining Root Locus

    To start with, lets make sure were clear onexactly what we mean by the words RootLocus plot.

    So, what is a Root? A number that reduces an equation to an

    identity when it is substituted for onevariable.Roots of this equation are the closed-loop

    poles of the feedback system.

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    Defining Root Locus

    Then, what is a Locus?

    The set of all points whose location isdetermined by stated conditions.

    The stated conditions here are that 1 + kL (s) =

    0for some value ofk, and the points whose 0

    locations matter to us are points in the s-plane.

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    Defining Root Locus

    Now, what is a Root Locus?

    The set of all points in the s-plane that satisfy theequation 1 + kL (s) = 0for some 0value ofk.

    Root locus is a graphical presentation of the

    closed- loop poles as a system parameter is

    varied.Root locus is a powerful method of analysis and

    design for stability and transient response.

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    Defining Root Locus

    The root- locus technique is a graphical

    method for sketching the locus of the roots in thes-plane as a parameter is varied.

    In fact, the root- locus method provides the

    engineer with a measure of the sensitivity of the

    roots of the system to a variation in theparameter being considered.

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    Some Root Locus Basic Questions

    What points are on the root locus?

    Where does the root locus start?Where does the root locus end?When/where is the locus on the real line? Etc

    Answering these and many more questionswill help us understand Root Locustechnique.

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    Pole and Zero Locations by R-Locus

    Let's say we have a closed-loop transfer

    function for a particular system:

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    Pole and Zero Locations by R-Locus

    Where N is the numerator polynomial and D

    is the denominator polynomial of the transferfunctions, respectively.

    Now, we know that to find the poles of the

    equation, we must set the denominator to 0,and solve the characteristic equation.

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    Pole and Zero Locations by R-Locus

    In other words, the locations of the poles of a

    specific equation must satisfy the followingrelationship:

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    Pole and Zero Locations by R-Locus

    And from the above equation we can

    manipulate an equation such as:

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    Pole and Zero Locations by R-Locus

    And finally by converting to polar coordinates,

    we get:

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    Equation for all Gain Values

    Now we have 2 equations that govern the

    locations of the poles of a system forall gainvalues:

    The Magnitude Equation

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    Equation for all Gain Values

    The Angle Equation

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    Root-Locus Design Procedure

    In laplace transform domain, when the gain is

    small the poles start at the poles of the open loop

    transfer function.

    When gain becomes infinity, the poles move to

    overlap the zeros of the system.

    This means that on a root-locus graph, all thepoles move towards a zero.

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    Root-Locus Design Procedure

    Only one pole may move towards one zero

    and this means that there must be the same

    number of poles as zeros.

    If there are fewer zeros than poles in the

    transfer function, there are a number of

    implicit zeros located at infinity that the poleswill approach.

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    Note

    Remember that, Poles are marked on the

    graph with an 'X' and zeros are marked with

    an 'O by common convention.

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    Root-Locus Design Procedure

    We can start drawing the root-locus by firstplacing the roots of b(s) on the graph with an

    'X'.Next, we place the roots of a(s) on the graph,

    and mark them with an 'O'.

    Where b(s) and a(s) are the numerator anddenominator of the system transfer function.

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    Root-Locus Design Procedure

    Next, we examine the real-axis.

    Starting from the right-hand side of the graph

    and traveling to the left, we draw a root-locus

    line on the real-axis at every point to the left of

    an odd number of poles on the real-axis.

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    Root-Locus Design Procedure

    Now, a root-locus line starts at every pole.

    Therefore, any place that two poles appear to beconnected by a root locus line on the real-axis,

    the two poles actually move towards each other,

    and then they "breakaway", and move off the

    axis. The point where the poles break off the axis is

    called the breakaway point.

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    Note

    It is important to note that the s-plane is

    symmetrical about the real axis, so whatever is

    drawn on the top half of the S-plane, must be

    drawn in mirror-image on the bottom-half plane.

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    Root-Locus Design Procedure

    Once a pole breaks away from the real axis,

    they can either travel out towards infinity (to

    meet an implicit zero) or they can travel to

    meet an explicit zero, or they can re-join the

    real-axis to meet a zero that is located on the

    real-axis.

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    Root-Locus Design Procedure

    If a pole is traveling towards infinity, it always

    follows an asymptote.

    The number of asymptotes is equal to the

    number of implicit zeros at infinity.

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    Root-Locus Construction Rules

    Rule 1: Starting Point (K=0) The root locus starts at open loop poles. Or there is

    one branch of the root-locus for every root of b(s).

    Rule 2: Terminating Point (K=infinity) The root locus terminates at open loop zeros which

    include those at infinity.Rule 3: Number of Distinct Root Loci

    There will be as many root loci as the highest number

    of finite open loop poles or zeros.

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    Root-Locus Construction Rules

    Rule 4: Symmetry of the Root Loci The root loci are symmetrical with respect to the

    real axis and all complex roots are conjugate.

    Rule 5: Angle of Asymptotes The root loci are asymptotic to straight lines at

    large values and the angle of asymptotes is givenby

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    Root-Locus Construction Rules

    Rule 6: Asymptotic Intersection The asymptotes intersects the real axis at the point

    given by

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    Root-Locus Construction Rules

    Rule 7: Root Locus Location on the Real

    Axis The root loci may be found on portions of the real axis

    to the left of an old number of open loop poles and

    zeros.

    Rule 8: Locus Breakaway Point The points at which the root locus break away can be

    calculated by the following:

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    Root-Locus Construction Rules

    Rule 9: Angle of Departure and Arrival Find the formula

    Rule 10: Point of Intersection with the

    Imaginary Axis Find the formula

    Rule 11: Determination of K Find the formula

    And many more rules and equations

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    Root Locus Example

    A single- loop feedback system has a

    characteristic equation as follows:

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    Root Locus Example

    We wish to sketch the root locus in order to

    determine the effect of the gain K. The poles

    and the zeros are located in the s-plane as:

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    Root Locus Example

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    Root Locus Example

    The root loci on the real axis must be located

    to the left of an odd number of poles and

    zeros and are therefore located as shown on

    the figure above in heavy lines.

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    Root Locus Example

    The intersection of the asymptotes is:

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    Root Locus Example

    The angles of the asymptotes are:

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    Root Locus Example

    There are three asymptotes, since the number of

    poles minus the number of zeros, n m = 3.

    Also, we note that the root loci must begin at

    poles, and therefore two loci must leave the

    double pole at s = - 4. Then, with the asymptotes

    as sketched below, we may sketch the form ofthe root locus:

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    Root Locus Example

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    Compensator design using the root locus

    The root locus graphically displays both transient

    response and stability information.

    The locus can be sketched quickly to get a

    general idea of the changes in transient

    response generated by changes in gain.

    Specific points on the locus can also be foundaccurately to give quantitative design

    information.

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    Compensator design using the root locus

    The root locus typically allows us to choose theproper loop gain to meet a transient response

    specification.As the gain is varied, we move through different

    regions of response. Setting the gain at a particular value yields the

    transient response dictated by the poles at thatpoint on the root locus.

    Thus, we are limited to those responses thatexist along the root locus.

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    Possible Root Locus

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    Possible Response Options

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    Wrap Up

    Root Locus is a very important techniques

    that can be used for compensation design of

    various control systems

    Do further research on this topic

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