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Everything about Control Theory totally explained

Control theory is an interdisciplinary branch of engineering and mathematics, that deals with the behavior of dynamical systems. The desired output of a system is called the reference. When one or more output variables of a system need to follow a certain reference over time, a controller manipulates the inputs to a system to obtain the desired effect on the output of the system.

Overview

Control theory is

An example

Consider an automobile's cruise control, which is a device designed to maintain a constant vehicle speed; the desired or reference speed, provided by the driver. The system in this case is the vehicle. The system output is the vehicle speed, and the control variable is the engine's throttle position which influences engine torque output.
   A simple way to implement cruise control is to lock the throttle position when the driver engages cruise control. However, on hilly terrain, the vehicle will slow down going uphill and accelerate going downhill. In fact, any parameter different than what was assumed at design time will translate into a proportional error in the output velocity, including exact mass of the vehicle, wind resistance, and tire pressure. This type of controller is called an open-loop controller because there's no direct connection between the output of the system (the engine torque) and the actual conditions encountered; that's to say, the system doesn't and can not compensate for unexpected forces.
   In a closed-loop control system, a sensor monitors the output (the vehicle's speed) and feeds the data to a computer which continuously adjusts the control input (the throttle) as necessary to keep the control error to a minimum (to maintain the desired speed). Feedback on how the system is actually performing allows the controller (vehicle's on board computer) to dynamically compensate for disturbances to the system, such as changes in slope of the ground or wind speed. An ideal feedback control system cancels out all errors, effectively mitigating the effects of any forces that may or may not arise during operation and producing a response in the system that perfectly matches the user's wishes.

History

Although control systems of various types date back to antiquity, a more formal analysis of the field began with a dynamics analysis of the centrifugal governor, conducted by the physicist James Clerk Maxwell in 1868 entitled On Governors. This described and analyzed the phenomenon of "hunting", in which lags in the system can lead to overcompensation and unstable behavior. This generated a flurry of interest in the topic, during which Maxwell's classmate Edward John Routh generalized the results of Maxwell for the general class of linear systems. Independently, Adolf Hurwitz analyzed system stability using differential equations in 1877. This result is called the Routh-Hurwitz theorem.
   A notable application of dynamic control was in the area of manned flight. The Wright Brothers made their first successful test flights on December 17, 1903 and were distinguished by their ability to control their flights for substantial periods (more so than the ability to produce lift from an airfoil, which was known). Control of the airplane was necessary for safe flight.
   By World War II, control theory was an important part of fire-control systems, guidance systems and electronics. The Space Race also depended on accurate spacecraft control. However, control theory also saw an increasing use in fields such as economics .

People in systems and control

Many active and historical figures made significant contribution to control theory, for example:
  • Alexander Lyapunov (1857-1918) in the 1890s marks the beginning of stability theory.
  • Harold S. Black (1898-1983), invented the negative feedback amplifier in the 1930s.
  • Harry Nyquist (1889-1976), developed the Nyquist stability criterion for feedback systems in the 1930s.
  • Richard Bellman (1920-1984), developed dynamic programming since the 1940s.
  • Norbert Wiener (1894-1964) coined the term Cybernetics in the 1940s.
  • John R. Ragazzini (1912-1988) introduced digital control and the z-transform in the 1950s.

    Classical control theory

    To avoid the problems of the open-loop controller, control theory introduces feedback. A closed-loop controller uses feedback to control states or outputs of a dynamical system. Its name comes from the information path in the system: process inputs (for example voltage applied to an electric motor) have an effect on the process outputs (for example velocity or torque of the motor), which is measured with sensors and processed by the controller; the result (the control signal) is used as input to the process, closing the loop.
       Closed-loop controllers have the following advantages over open-loop controllers:
  • disturbance rejection (such as unmeasured friction in a motor)
  • guaranteed performance even with model uncertainties, when the model structure doesn't match perfectly the real process and the model parameters are not exact
  • unstable processes can be stabilized
  • reduced sensitivity to parameter variations
  • improved reference tracking performance In some systems, closed-loop and open-loop control are used simultaneously. In such systems, the open-loop control is termed feedforward and serves to further improve reference tracking performance.
       A common closed-loop controller architecture is the PID controller.
       The output of the system y(t) is fed back to the reference value r(t), through a sensor measurement. The controller C then takes the error e (difference) between the reference and the output to change the inputs u to the system under control P. This is shown in the figure. This kind of controller is a closed-loop controller or feedback controller.
       This is called a single-input-single-output (SISO) control system; MIMO (for example Multi-Input-Multi-Output) systems, with more than one input/output, are common. In such cases variables are represented through vectors instead of simple scalar values. For some distributed parameter systems the vectors may be infinite-dimensional (typically functions).
       If we assume the controller C and the plant P are linear and time-invariant (for example: elements of their transfer function C(s) and P(s) don't depend on time), the systems above can be analysed using the Laplace transform on the variables. This gives the following relations:
    » Y(s) = P(s) U(s),!


        U(s) = C(s) E(s),! » E(s) = R(s) - Y(s),!

    Solving for Y(s) in terms of R(s) gives:
    » Y(s) = left(frac(t). Even assuming that a "complete" model is used in designing the controller, all the parameters included in these equations (called "nominal parameters") are never known with absolute precision; the control system will have to behave correctly even when connected to physical system with true parameter values away from nominal.
       Some advanced control techniques include an "on-line" identification process (see later). The parameters of the model are calculated ("identified") while the controller itself is running: in this way, if a drastic variation of the parameters ensues (for example, if the robot's arm releases a weight), the controller will adjust itself consequently in order to ensure the correct performance.

    Analysis

    Analysis of the robustness of a SISO control system can be performed in the frequency domain, considering the system's transfer function and using Nyquist and Bode diagrams. Topics include gain and phase margin and amplitude margin. For MIMO and, in general, more complicated control systems one must consider the theoretical results devised for each control technique (see next section): for example, if particular robustness qualities are needed, the engineer must shift his attention to a control technique including them in its properties.

    Constraints

    A particular robustness issue is the requirement for a control system to perform properly in the presence of input and state constraints. In the physical world every signal is limited. It could happen that a controller will send control signals that can't be followed by the physical system: for example, trying to rotate a valve at excessive speed. This can produce undesired behavior of the closed-loop system, or even break actuators or other subsystems. Specific control techniques are available to solve the problem: model predictive control (see later), and anti-wind up systems. The latter consists of an additional control block that ensures that the control signal never exceeds a given threshold.

    System classifications

    Linear control

    For MIMO systems, pole placement can be performed mathematically using a State space representation of the open-loop system and calculating a feedback matrix assigning poles in the desired positions. In complicated systems this can require computer-assisted calculation capabilities, and can't always ensure robustness. Furthermore, all system states are not in general measured and so observers must be included and incorporated in pole placement design.

    Non-linear control

    Processes in industries like robotics and the aerospace industry typically have strong non-linear dynamics. In control theory it's sometimes possible to linearize such classes of systems and apply linear techniques: but in many cases it can be necessary to devise from scratch theories permitting control of non-linear systems. These, for example, feedback linearization, backstepping, sliding mode control, trajectory linearization control normally take advantage of results based on Lyapunov's theory. Differential geometry has been widely used as a tool for generalizing well-known linear control concepts to the non-linear case, as well as showing the subtleties that make it a more challenging problem.

    Main control strategies

    Every control system must guarantee first the stability of the closed-loop behavior. For linear systems, this can be obtained by directly placing the poles. Non-linear control systems use specific theories (normally based on Aleksandr Lyapunov's Theory) to ensure stability without regard to the inner dynamics of the system. The possibility to fulfill different specifications varies from the model considered and the control strategy chosen. Here a summary list of the main control techniques is shown:

    Adaptive control

    Adaptive control uses on-line identification of the process parameters, or modification of controller gains, thereby obtaining strong robustness properties. Adaptive controls were applied for the first time in the aerospace industry in the 1950s, and have found particular success in that field.

    Hierarchical control

    A Hierarchical control system is a form of Control System in which a set of devices and governing software is arranged in a hierarchical tree. When the links in the tree are implemented by a computer network, then that hierarchical control system is also a form of Networked control system.

    Intelligent control

    Intelligent control use various AI computing approaches like neural networks, Bayesian probability, fuzzy logic, machine learning, evolutionary computation and genetic algorithms to control a dynamic system

    Optimal control

    Optimal control is a particular control technique in which the control signal optimizes a certain "cost index": for example, in the case of a satellite, the jet thrusts needed to bring it to desired trajectory that consume the least amount of fuel. Two optimal control design methods have been widely used in industrial applications, as it has been shown they can guarantee closed-loop stability. These are Model Predictive Control (MPC) and Linear-Quadratic-Gaussian control (LQG). The first can more explicitly take into account constraints on the signals in the system, which is an important feature in many industrial processes. However, the "optimal control" structure in MPC is only a means to achieve such a result, as it doesn't optimize a true performance index of the closed-loop control system. Together with PID controllers, MPC systems are the most widely used control technique in process control.

    Robust control

    Robust control deals explicitly with uncertainty in its approach to controller design. Controllers designed using robust control methods tend to be able to cope with small differences between the true system and the nominal model used for design. The early methods of Bode and others were fairly robust; the state-space methods invented in the 1960s and 1970's were sometimes found to lack robustness. A modern example of a robust control technique is H-infinity loop-shaping developed by Duncan McFarlane and Keith Glover of Cambridge University. Robust methods aim to achieve robust performance and/or stability in the presence of small modelling errors.

    Stochastic control

    Stochastic control deals with control design with uncertainty in the model. In typical stochastic control problems, it's assume that there exist random noise and disturbances in the model and the controller, and the control design must take into account these random deviations.

    Further Information

    Get more info on 'Control Theory'.


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