Root Locus Controller Design Using Matlab's 'sisotool' Toolbox: A Laboratory Experience, Essays (high school) of Information Systems

In this document, students are introduced to the root locus controller design methodology using the Matlab 'sisotool' toolbox. The goal is to design various controller structures, including P, I, PD, PI, and PID controllers, to meet specified performance constraints such as settling time, percent overshoot, and damping ratio. Students will explore the root locus plot, add poles and zeros, and adjust controller gains to achieve the desired performance.

Typology: Essays (high school)

2021/2022

Uploaded on 07/04/2022

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RootLocusControllerDesignUsingtheMatlab‘sisotool’Toolbox
Overview
Inthislabyouwillexploretheuseoftherootlocuscontrollerdesignmethodology.Therootlocus
indicatestheachievableclosedlooppolelocationsofasystemasaparameter(usuallythecontroller
gain)variesfromzerotoinfinity.Foragivenplantitmayormaynotbepossibletoimplementasimple
proportionalcontroller(i.e.,selectagainthatspecifiesclosedlooppolelocationsalongtherootlocus)
toachievethespecifiedperformanceconstraints.Infact,inmostcasesitwillnotbepossible.Whenthis
occurs,itisthecontrolengineer’sjobtoselectacontrollerstructure(againandnumbersofpolesand
zerosofacontrollertransferfunction)andtherespectivecontrollerparameters(valuesforthegainand
polesandzeros)tochangetheshapeoftherootlocussothatforsomevaluesofthecontrollergain,the
dominantsecondorderclosedlooppolesliewithintheperformanceregion.Inthislabweare
investigatingseveralcontrollerstructuresonindividualplantsandcomparingthedesignprocessand
performance.WewillbeusingtheMatlab‘sisotool’toolboxtocompletetherootlocusdesigns.
Objectives
Attheconclusionofthislaboratoryexperience,studentsshouldbeableto:
TosuccessfullydesignP,I,PD,PI,andPIDcontrollerstomeetclosedloopperformance
specificationsincludingtransientperformanceandsteadyerror.
Deliverables
Acompletedworksheetincludingthefollowing:
Figureswithplotsofclosedloopstepresponses.
Controllerparameters,gain,pole(s),andzero(s),foreachofthecontrollerdesigns.
Answerallthequestionsontheworksheet.
Background
Forthislab,wewillassumeaunityfeedbackcontrolleroftheformshowninFigure1,where󰇛󰇜isthe
controllertransferfunctionand󰇛󰇜istheplanttransferfunction.
Figure1GenericUnityFeedbackControlSystem.

Plant
Controller
󰇛󰇜󰇛󰇜
󰇛󰇜󰇛󰇜
󰇛󰇜
pf3
pf4
pf5
pf8
pf9

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Root Locus Controller Design Using the Matlab ‘sisotool’ Toolbox

Overview

In this lab you will explore the use of the root locus controller design methodology. The root locus indicates the achievable closed‐loop pole locations of a system as a parameter (usually the controller gain) varies from zero to infinity. For a given plant it may or may not be possible to implement a simple proportional controller (i.e., select a gain that specifies closed‐loop pole locations along the root locus) to achieve the specified performance constraints. In fact, in most cases it will not be possible. When this occurs, it is the control engineer’s job to select a controller structure (a gain and numbers of poles and zeros of a controller transfer function) and the respective controller parameters (values for the gain and poles and zeros) to change the shape of the root locus so that for some values of the controller gain, the dominant second order closed‐loop poles lie within the performance region. In this lab we are investigating several controller structures on individual plants and comparing the design process and performance. We will be using the Matlab ‘sisotool’ toolbox to complete the root locus designs.

Objectives

At the conclusion of this laboratory experience, students should be able to:

  • To successfully design P, I, PD, PI, and PID controllers to meet closed‐loop performance specifications including transient performance and steady‐error.

Deliverables

A completed worksheet including the following:

  • Figures with plots of closed‐loop step responses.
  • Controller parameters, gain, pole(s), and zero(s), for each of the controller designs.
  • Answer all the questions on the worksheet.

Background

For this lab, we will assume a unity feedback controller of the form shown in Figure 1, where ሻݏሺܥ is the controller transfer function and ܲ ሻݏሺ^ is the plant transfer function.

Figure 1 – Generic Unity Feedback Control System.

Controller^ Plant

Note, in controller design there are multiple possible solutions, some better than others. It is possible to have multiple designs that satisfy the given performance constraints, but practical implementation issues and cost could be prohibitive for some designs. As a general rule, it is a good idea to keep your controller as simple as possible while meeting the prescribed performance criteria. In this lab we will be investigating several controller structures on individual plants and comparing the design process and performance. The common controller structures we will be using in this lab are listed in Table 1 along with their respective transfer functions.

Table 1 – Common Controller Types Controller Type Controller Structure

Proportional (P) ݇ൌ ሻݏሺܥ^ ௣

Integral (I) (^) ݇ൌ ሻݏሺܥ (^) ݏ௜

Proportional + Integral (PI) (^) ݇ൌ ሻݏሺܥ (^) ௣ ݇൅ ௜ ݏ ݇ൌ

Lag Controller ܥሺݏሻ ൌ ܭ௖ሺ ݏ൅ ݌ሻ^ · ሺ ݏ൅ ݖሻ where | |ݖ൐ |݌|

Proportional + Derivative (PD) ݇ൌ ሻݏሺܥ^ ௣ ݇൅^ ௗ · ݇ൌ ݏ^ ሺ ݏ൅ ݖሻ

Lead Controller ݇ൌ ሻݏሺܥ·^

ሺ ݏ൅ ݌ሻ where | |݌൐ |ݖ|

Proportional + Integral + Derivative (PID) (Real Zeros) ݇ൌ ሻݏሺܥ^ ௣^ ݇൅^

௜ ݏ݇൅^ ௗ^ ݇ൌ ݏ

Proportional + Integral + Derivative (PID) (Complex Conjugate Zeros) ݇ൌ ሻݏሺܥ^ ௣^ ݇൅^

௜ ݏ݇൅^ ௗ^ ݇ൌ ݏ

· ݖ ൅ ݏሻሺݖ൅ ݏሺ כ^ ሻ

Note that the I, PI, and PID controller’s will produce a position error (݁ (^) ௣) of zero as long as the plant does not contain a zero at the origin, which would cancel the controllers pole at the origin.

D. Entering the Compensator (Controller)

  1. Click Compensators Æ Edit Æ C. Click on Add Real Zero or Add Real Pole to enter controller zeros or poles. You will be able to make changes to these values later. After you are done, click OK to exit this window.
  2. Look at the form of ሻݏሺܥto be sure it is correct. Then look at the root locus window and see how it changed once the compensator was added.
  3. You can again see how the step response changes with the compensator by c licking on the closed‐loop poles (the pink squares) and dragging them along the root locus.
  4. You can also change the location of the poles/zeros of the compensator by clicking on them and dragging them. Be careful not to inadvertently change the poles and zeros of the plant!

E. Adding Design Constraints

  1. Click Edit Æ Root Locus Æ Design Constraints then either New to add new constraints or Edit to edit existing constraints.
  2. At this point you can choose from settling time, percent overshoot, damping ratio, and natural frequency constraints.

F. Printing/Saving the Figures To save a figure ‘sisotool’ created during your session, click File Æ Print to Figure. This opens a figure window and puts the current figure there.

G. Odds and Ends

  1. You may want to adjust the axes. To do this, click Edit Æ Root Locus Æ Properties , click on Limits , and set the desired axis limits.
  2. You may also want to turn the grid on. Click Edit Æ Root Locus Æ Grid.
  3. It is convenient to use the zero/pole/gain format for the compensators. To do this, click on Edit Æ SISO Tool Preferences Æ Options and click on zero/pole/gain.

InLab – Part A

Use the plant given in (3) for this section of the lab.

ܲ ሺݏሻ ൌ (^) ௦ మ (^) ାଵଵ௦ାଷ଴ଷ଴ ൌ (^) ሺ௦ାହሻሺ௦ା଺ሻଷ଴ (3)

This is a second order system with two real poles located at ‐ 5 and ‐6. Our goal is to speed up the closed‐ loop system response so that the two‐percent settling time is less than 1 second, produce a position error of 0.1 or less, and keep percent overshoot less than 10%. To keep things reasonable, keep the gain, ݇ , less than 10 for all designs.

1. Entering the Constraints Enter the percent overshoot and settling time constraints in ‘sisotool’. Remember that these constraints are based on a second order system step response and for higher order systems are predicated by the assumption of second order dominance of the closed‐loop system poles. Therefore, these design constraints are guidelines and you may have to refine your design to stay further inside these constraints to meet the performance specifications. 2. Proportional (P) Control Determine the root locus for this system with proportional control. (When you enter the plant transfer function in ‘sisotool’, this is the default root locus plot. At this point the controller is specified as ܥሺݏሻ ൌ 1.

Look at the step response as the gain increases. You should notice a few things:

  • as ݇ increases, the imaginary part of the closed‐loop poles increases, and therefore the percent overshoot increases
  • as ݇ increases, the position error decreases
  • since the real part of the pole does not change once ݇ is greater than about 0.008, the settling time remains constant at about 0.8 seconds.
  • there is no value of ݇ for which the system is unstable Do as well as you can to meet both constraints (you will not be able to do very well) then save the step response and control effort plots and your controller gain to turn in with the lab worksheet. 3. Integral (I) Control a) Add a real pole at zero to implement the integral controller. You can do this from the root locus plot or the ‘Control and Estimation Tools Manager’ as described earlier. Note that once you place a compensator pole (or zero) you can click and drag it to a new location. However, for an integral controller the pole is always at zero, so leave it there for now. b) You should note that there are two root locus branches that head towards the imaginary axis (toward instability), which is generally not desirable. c) Find the value of ݇ that makes the system marginally stable (the critical gain).

second, and a position error of less than 0.01. (Remember to keep ݇ ൏ 10 .) Save the step response and control effort figure and the controller that produced it. d) Now let’s make a PID controller with real zeros at ‐ 7 and ‐8. Determine the root locus for this system. Find a value of ݇ on this root locus so that percent overshoot is less than 2% and the settling time is less than 1 second. (Remember to keep ݇ ൏ 10 .) Save the step response and control effort figure and the controller that produced it.

InLab – Part B

Use the plant given in (4) for this section of the lab.

ܲ ሺݏሻ ൌ଼ (^) ଴.଴଴ଵସ଻௦ మ.ଽ଺ (^) ା଴.଴ଵସହହ௦ାଵ (4)

This is a model obtained from one of the mass‐spring‐damper systems in the controls lab.

Performance Constraints

  • ݁ ௦௦ ൑ 0.1 for unit step inputs
  • ݐ௦,ଶ% ൑ 0.5 seconds
  • %OS ൑ 10%

Controller Parameter Constraints

  • ݇ ௣ ൑ 1
  • ݇ ௗ ൑ 0.
  • ݇ ௜ ൑ 10

Meet these design constraints by implementing the following controller structures

  • I controller (hard to meet settling time, probably need ݐ௦,ଶ% ൎ 1 sec)
  • PD controller (try to get ݐ௦,ଶ% ൑ 0.1 sec)
  • PI controller (hard to meet settling time, probably need ݐ௦,ଶ% ൎ 1.5 sec)
  • PID controller with real zeros
  • PID controller with complex conjugate zeros

For each one of these controller designs, you need to include your plot of the step response, your controller parameters, and the steady state error.