Relay Feedback and Multivariable Control

This doctoral thesis treats three issues in control engineering related to relay feedback and multivariable control systems. Linear systems with relay feedback is the first topic. Such systems are shown to exhibit several interesting behaviors. It is proved that there exist multiple fast relay switches if and only if the sign of the first non-vanishing Markov parameter of the linear system is positive. It is also shown that these fast switches can appear as part of a stable limit cycle. A linear system with pole excess one or two is demonstrated to be particularly interesting. Stability conditions for these cases are derived. It is also discussed how fast relay switches can be approximated by sliding modes. Performance limitations in linear multivariable control systems is the second topic. It is proved that if the top left submatrices of a stable transfer matrix have no right half-plane zeros and a certain high-frequency condition holds, then there exists a diagonal stabilizing feedback that makes a weighted sensitivity function arbitrarily small. Implications on control structure design and sequential loop-closure are given. A novel multivariable laboratory process is also presented. Its linearized dynamics have a transmission zero that can be located anywhere on the real axis by simply adjusting two valves. This process is well suited to illustrate many issues in multivariable control, for example, control design limitations due to right half-plane zeros. The third topic is a combination of relay feedback and multivariable control. Tuning of individual loops in an existing multivariable control system is discussed. It is shown that a specific relay feedback experiment can be used to obtain process information suitable for performance improvement in a loop, without any prior knowledge of the system dynamics. The influence of the loop retuning on the overall closed-loop performance is derived and interpreted in several ways

Predicting oscillations in relay feedback systems, using fixed points of Poincar\'e maps, and Hopf bifurcations

The relay autotuning method identifies plant parameters, from oscillations of the plant under relay feedback. To predict the presence and nature of such oscillations, we apply the following two approaches: (a) analysis of the switching dynamics, while using an ideal relay, and (b) bifurcation analysis, while using a smooth approximation of the relay. For stable plants with positive DC gains, our analyses predict that: (i) a periodic orbit is guaranteed, for a class of non-minimum phase plants of relative degree one, whose step response starts with an inverse response, and (ii) for a wider class of plants, whose root locus diagrams cross the imaginary axis at complex conjugate values, limit cycles are merely suggested.Comment: submitted to the IEEE transactions on Automatic Contro

Advanced Methods of PID Controller Tuning for Specified Performance

This chapter provides a concise survey, classification and historical perspective of practice-oriented methods for designing proportional-integral-derivative (PID) controllers and autotuners showing the persistent demand for PID tuning algorithms that integrate performance requirements into the tuning algorithm. The proposed frequency-domain PID controller design method guarantees closed-loop performance in terms of commonly used time-domain specifications. One of its major benefits is universal applicability for both slow and fast-controlled plants with unknown mathematical model. Special charts called B-parabolas were developed as a practical design tool that enables consistent and systematic shaping of the closed-loop step response with regard to specified performance and dynamics of the uncertain controlled plant

Adaptive Input Reconstruction with Application to Model Refinement, State Estimation, and Adaptive Control.

Input reconstruction is the process of using the output of a system to estimate its input. In some cases, input reconstruction can be accomplished by determining the output of the inverse of a model of the system whose input is the output of the original system. Inversion, however, requires an exact and fully known analytical model, and is limited by instabilities arising from nonminimum-phase zeros. The main contribution of this work is a novel technique for input reconstruction that does not require model inversion. This technique is based on a retrospective cost, which requires a limited number of Markov parameters. Retrospective cost input reconstruction (RCIR) does not require knowledge of nonminimum-phase zero locations or an analytical model of the system. RCIR provides a technique that can be used for model refinement, state estimation, and adaptive control. In the model refinement application, data are used to refine or improve a model of a system. It is assumed that the difference between the model output and the data is due to an unmodeled subsystem whose interconnection with the modeled system is inaccessible, that is, the interconnection signals cannot be measured and thus standard system identification techniques cannot be used. Using input reconstruction, these inaccessible signals can be estimated, and the inaccessible subsystem can be fitted. We demonstrate input reconstruction in a model refinement framework by identifying unknown physics in a space weather model and by estimating an unknown film growth in a lithium ion battery. The same technique can be used to obtain estimates of states that cannot be directly measured. Adaptive control can be formulated as a model-refinement problem, where the unknown subsystem is the idealized controller that minimizes a measured performance variable. Minimal modeling input reconstruction for adaptive control is useful for applications where modeling information may be difficult to obtain. We demonstrate adaptive control of a seeker-guided missile with unknown aerodynamics.Ph.D.Aerospace EngineeringUniversity of Michigan, Horace H. Rackham School of Graduate Studieshttp://deepblue.lib.umich.edu/bitstream/2027.42/91520/1/amdamato_1.pd

Feedback Systems: An Introduction for Scientists and Engineers

This book provides an introduction to the basic principles and tools for the design and analysis of feedback systems. It is intended to serve a diverse audience of scientists and engineers who are interested in understanding and utilizing feedback in physical, biological, information and social systems.We have attempted to keep the mathematical prerequisites to a minimum while being careful not to sacrifice rigor in the process. We have also attempted to make use of examples from a variety of disciplines, illustrating the generality of many of the tools while at the same time showing how they can be applied in specific application domains. A major goal of this book is to present a concise and insightful view of the current knowledge in feedback and control systems. The field of control started by teaching everything that was known at the time and, as new knowledge was acquired, additional courses were developed to cover new techniques. A consequence of this evolution is that introductory courses have remained the same for many years, and it is often necessary to take many individual courses in order to obtain a good perspective on the field. In developing this book, we have attempted to condense the current knowledge by emphasizing fundamental concepts. We believe that it is important to understand why feedback is useful, to know the language and basic mathematics of control and to grasp the key paradigms that have been developed over the past half century. It is also important to be able to solve simple feedback problems using back-of-the-envelope techniques, to recognize fundamental limitations and difficult control problems and to have a feel for available design methods. This book was originally developed for use in an experimental course at Caltech involving students from a wide set of backgrounds. The course was offered to undergraduates at the junior and senior levels in traditional engineering disciplines, as well as first- and second-year graduate students in engineering and science. This latter group included graduate students in biology, computer science and physics. Over the course of several years, the text has been classroom tested at Caltech and at Lund University, and the feedback from many students and colleagues has been incorporated to help improve the readability and accessibility of the material. Because of its intended audience, this book is organized in a slightly unusual fashion compared to many other books on feedback and control. In particular, we introduce a number of concepts in the text that are normally reserved for second-year courses on control and hence often not available to students who are not control systems majors. This has been done at the expense of certain traditional topics, which we felt that the astute student could learn independently and are often explored through the exercises. Examples of topics that we have included are nonlinear dynamics, Lyapunov stability analysis, the matrix exponential, reachability and observability, and fundamental limits of performance and robustness. Topics that we have deemphasized include root locus techniques, lead/lag compensation and detailed rules for generating Bode and Nyquist plots by hand. Several features of the book are designed to facilitate its dual function as a basic engineering text and as an introduction for researchers in natural, information and social sciences. The bulk of the material is intended to be used regardless of the audience and covers the core principles and tools in the analysis and design of feedback systems. Advanced sections, marked by the “dangerous bend” symbol shown here, contain material that requires a slightly more technical background, of the sort that would be expected of senior undergraduates in engineering. A few sections are marked by two dangerous bend symbols and are intended for readers with more specialized backgrounds, identified at the beginning of the section. To limit the length of the text, several standard results and extensions are given in the exercises, with appropriate hints toward their solutions. To further augment the printed material contained here, a companion web site has been developed and is available from the publisher’s web page: http://press.princeton.edu/titles/8701.html The web site contains a database of frequently asked questions, supplemental examples and exercises, and lecture material for courses based on this text. The material is organized by chapter and includes a summary of the major points in the text as well as links to external resources. The web site also contains the source code for many examples in the book, as well as utilities to implement the techniques described in the text. Most of the code was originally written using MATLAB M-files but was also tested with LabView MathScript to ensure compatibility with both packages. Many files can also be run using other scripting languages such as Octave, SciLab, SysQuake and Xmath. The first half of the book focuses almost exclusively on state space control systems. We begin in Chapter 2 with a description of modeling of physical, biological and information systems using ordinary differential equations and difference equations. Chapter 3 presents a number of examples in some detail, primarily as a reference for problems that will be used throughout the text. Following this, Chapter 4 looks at the dynamic behavior of models, including definitions of stability and more complicated nonlinear behavior. We provide advanced sections in this chapter on Lyapunov stability analysis because we find that it is useful in a broad array of applications and is frequently a topic that is not introduced until later in one’s studies. The remaining three chapters of the first half of the book focus on linear systems, beginning with a description of input/output behavior in Chapter 5. In Chapter 6, we formally introduce feedback systems by demonstrating how state space control laws can be designed. This is followed in Chapter 7 by material on output feedback and estimators. Chapters 6 and 7 introduce the key concepts of reachability and observability, which give tremendous insight into the choice of actuators and sensors, whether for engineered or natural systems. The second half of the book presents material that is often considered to be from the field of “classical control.” This includes the transfer function, introduced in Chapter 8, which is a fundamental tool for understanding feedback systems. Using transfer functions, one can begin to analyze the stability of feedback systems using frequency domain analysis, including the ability to reason about the closed loop behavior of a system from its open loop characteristics. This is the subject of Chapter 9, which revolves around the Nyquist stability criterion. In Chapters 10 and 11, we again look at the design problem, focusing first on proportional-integral-derivative (PID) controllers and then on the more general process of loop shaping. PID control is by far the most common design technique in control systems and a useful tool for any student. The chapter on frequency domain design introduces many of the ideas of modern control theory, including the sensitivity function. In Chapter 12, we combine the results from the second half of the book to analyze some of the fundamental trade-offs between robustness and performance. This is also a key chapter illustrating the power of the techniques that have been developed and serving as an introduction for more advanced studies. The book is designed for use in a 10- to 15-week course in feedback systems that provides many of the key concepts needed in a variety of disciplines. For a 10-week course, Chapters 1–2, 4–6 and 8–11 can each be covered in a week’s time, with the omission of some topics from the final chapters. A more leisurely course, spread out over 14–15 weeks, could cover the entire book, with 2 weeks on modeling (Chapters 2 and 3) — particularly for students without much background in ordinary differential equations — and 2 weeks on robust performance (Chapter 12). The mathematical prerequisites for the book are modest and in keeping with our goal of providing an introduction that serves a broad audience. We assume familiarity with the basic tools of linear algebra, including matrices, vectors and eigenvalues. These are typically covered in a sophomore-level course on the subject, and the textbooks by Apostol [10], Arnold [13] and Strang [187] can serve as good references. Similarly, we assume basic knowledge of differential equations, including the concepts of homogeneous and particular solutions for linear ordinary differential equations in one variable. Apostol [10] and Boyce and DiPrima [42] cover this material well. Finally, we also make use of complex numbers and functions and, in some of the advanced sections, more detailed concepts in complex variables that are typically covered in a junior-level engineering or physics course in mathematical methods. Apostol [9] or Stewart [186] can be used for the basic material, with Ahlfors [6], Marsden and Hoffman [146] or Saff and Snider [172] being good references for the more advanced material. We have chosen not to include appendices summarizing these various topics since there are a number of good books available. One additional choice that we felt was important was the decision not to rely on a knowledge of Laplace transforms in the book. While their use is by far the most common approach to teaching feedback systems in engineering, many students in the natural and information sciences may lack the necessary mathematical background. Since Laplace transforms are not required in any essential way, we have included them only in an advanced section intended to tie things together for students with that background. Of course, we make tremendous use of transfer functions, which we introduce through the notion of response to exponential inputs, an approach we feel is more accessible to a broad array of scientists and engineers. For classes in which students have already had Laplace transforms, it should be quite natural to build on this background in the appropriate sections of the text. Acknowledgments: The authors would like to thank the many people who helped during the preparation of this book. The idea for writing this book came in part from a report on future directions in control [155] to which Stephen Boyd, Roger Brockett, John Doyle and Gunter Stein were major contributors. Kristi Morgansen and Hideo Mabuchi helped teach early versions of the course at Caltech on which much of the text is based, and Steve Waydo served as the head TA for the course taught at Caltech in 2003–2004 and provided numerous comments and corrections. Charlotta Johnsson and Anton Cervin taught from early versions of the manuscript in Lund in 2003–2007 and gave very useful feedback. Other colleagues and students who provided feedback and advice include Leif Andersson, John Carson, K. Mani Chandy, Michel Charpentier, Domitilla Del Vecchio, Kate Galloway, Per Hagander, Toivo Henningsson Perby, Joseph Hellerstein, George Hines, Tore Hägglund, Cole Lepine, Anders Rantzer, Anders Robertsson, Dawn Tilbury and Francisco Zabala. The reviewers for Princeton University Press and Tom Robbins at NI Press also provided valuable comments that significantly improved the organization, layout and focus of the book. Our editor, Vickie Kearn, was a great source of encouragement and help throughout the publishing process. Finally, we would like to thank Caltech, Lund University and the University of California at Santa Barbara for providing many resources, stimulating colleagues and students, and pleasant working environments that greatly aided in the writing of this book

Advances in PID Control

Since the foundation and up to the current state-of-the-art in control engineering, the problems of PID control steadily attract great attention of numerous researchers and remain inexhaustible source of new ideas for process of control system design and industrial applications. PID control effectiveness is usually caused by the nature of dynamical processes, conditioned that the majority of the industrial dynamical processes are well described by simple dynamic model of the first or second order. The efficacy of PID controllers vastly falls in case of complicated dynamics, nonlinearities, and varying parameters of the plant. This gives a pulse to further researches in the field of PID control. Consequently, the problems of advanced PID control system design methodologies, rules of adaptive PID control, self-tuning procedures, and particularly robustness and transient performance for nonlinear systems, still remain as the areas of the lively interests for many scientists and researchers at the present time. The recent research results presented in this book provide new ideas for improved performance of PID control applications

Design, Developement, Analysis and Control of a Bio-Inspired Robotic Samara Rotorcraft

THIS body of work details the development of the first at-scale (>15 cm) robotic samara, or winged seed. The design of prototypes inspired by autorotating plant seed geometries is presented along with a detailed experimental process that elucidates similarities between mechanical and robotic samara flight dynamics. The iterative development process and the implementation of working prototypes are discussed for robotic samara Micro-Air-Vehicles (MAV) that range in size from 7.5 cm to 27 cm. Vehicle design issues are explored as they relate to autorotation efficiency, stability, flight dynamics and control of single winged rotorcraft. In recent years a new paradigm of highly maneuverable aircraft has emerged that are ideally suited for operation in a confined environment. Different from conven- tional aircraft, viscous forces play a large role in the physics of flight at this scale. This results in relatively poor aerodynamic performance of conventional airfoil and rotorcraft configurations. This deficiency has led to the consideration of naturally occurring geometries and configurations, the simplest of which is the samara. To study the influence of geometric variation on autorotation efficiency, a high speed camera system was used to track the flight path and orientation of the mechan- ical samaras. The wing geometry is planar symmetric and resembles a scaled version of Acer diabolicum Blume. The airfoil resembles a scaled version of the maple seed with a blunt leading edge followed by a thin section without camber. Four mechan- ical samara geometries with equal wing loading were designed and fabricated using a high precision rapid prototyping machine that ensured similarity between models. It was found that in order to reduce the descent velocity of an autorotating samara the area centroid or maximum chords should be as far from the center of rotation as possible. Flight data revealed large oscillations in feathering and coning angles, and the resultant flight path was found to be dependent on the mean feathering angle. The different flight modalities provided the basis for the design of a control sys- tem for a powered robotic samara that does not require high frequency sensing and actuation typical of micro-scaled rotorcraft. A prototype mechanical samara with a variable wing pitch (feathering) angle was constructed and it was found that active control of the feathering angle allowed the variation of the radius of the helix carved by the samara upon descent. This knowledge was used to design a hovering robotic samara capable of lateral motion through a series of different size circles specified by precise actuation of the feathering angle. To mathematically characterize the flight dynamics of the aircraft, System identi- fication techniques were used. Using flight data, a linear model describing the heave dynamics of two robotic samara vehicles was verified. A visual positioning system was used to collect flight data while the vehicles were piloted in an indoor laboratory. Closed-loop implementation of the derived PID controller was demonstrated using the visual tracking system for position and velocity feedback. An approach to directional control that does not require the once-per-revolution actuation or high-frequency measurement of vehicle orientation has been demon- strated for the first time. Lateral flight is attained through the vehicles differing responses to impulsive and step inputs that are leveraged to create a control strategy that provides full controllability. Flight testing revealed several linear relationships, including turn rate, turn radius and forward speed. The steady turn discussed here has been observed in scaled versions of the robotic samara, therefore the open-loop control demonstrated and analyzed is considered to be appropriate for similar vehicles of reduced size with limited sensing and actuation capabilities