National Instruments Xmath Interactive Control Design Module ICDM User Manual

TM
NI MATRIXx
XmathTM Interactive Control Design Module

Xmath Interactive Control Design Module

April 2007 370754C-01

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Conventions

The following conventions are used in this manual:
» The » symbol leads you through nested menu items and dialog box options
to a final action. The sequence File»Page Setup»Options directs you to pull down the File menu, select the Page Setup item, and select Options from the last dialog box.
This icon denotes a note, which alerts you to important information.
bold Bold text denotes items that you must select or click in the software, such
as menu items and dialog box options. Bold text also denotes parameter names.
italic Italic text denotes variables, emphasis, a cross-reference, or an introduction
to a key concept. Italic text also denotes text that is a placeholder for a word or value that you must supply.
monospace Text in this font denotes text or characters that you should enter from the
keyboard, sections of code, programming examples, and syntax examples. This font is also used for the proper names of disk drives, paths, directories, programs, subprograms, subroutines, device names, functions, operations, variables, filenames, and extensions.
monospace bold Bold text in this font denotes the messages and responses that the computer
automatically prints to the screen. This font also emphasizes lines of code that are different from the other examples.
monospace italic
Italic text in this font denotes text that is a placeholder for a word or value that you must supply.

Contents

Chapter 1 Introduction
Using This Manual.........................................................................................................1-1
Document Organization...................................................................................1-1
Commonly-Used Nomenclature......................................................................1-3
Related Publications ........................................................................................1-3
MATRIXx Help...............................................................................................1-4
ICDM Overview ............................................................................................................1-4
SISO Versus MIMO Design............................................................................1-4
Starting ICDM .................................................................................................1-4
Chapter 2 Introduction to SISO Design
SISO Design Overview..................................................................................................2-1
Basic SISO Terminology.................................................................................2-1
Overview of ICDM .......................................................................................................2-3
ICDM Windows ..............................................................................................2-3
ICDM Main Window ........................................................................2-4
PID Synthesis Window .....................................................................2-4
Root Locus Synthesis Window .........................................................2-4
Pole Place Synthesis Window...........................................................2-4
LQG Synthesis Window ...................................................................2-5
H-Infinity Synthesis Window ...........................................................2-5
History Window................................................................................2-5
Alternate Plant Window....................................................................2-5
Key Transfer Functions and Data Flow in ICDM ...........................................2-5
Summary ...........................................................................................2-6
Origin of the Controller.....................................................................2-6
What the ICDM Main Window Plots Show .....................................2-7
Controller/Synthesis Window Compatibilities ................................................2-7
Using ICDM ....................................................................................................2-9
General Plotting Features ................................................................................2-11
Ranges of Plots and Sliders...............................................................2-11
Zooming ............................................................................................2-12
Data-Viewing Plots ...........................................................................2-12
Interactive Plot Re-ranging ...............................................................2-13
© National Instruments Corporation v Xmath Interactive Control Design Module
Contents
Graphically Manipulating Poles and Zeros..................................................... 2-13
Editing Poles and Zeros Graphically .............................................................. 2-14
Chapter 3 ICDM Main Window
Window Anatomy ......................................................................................................... 3-1
Communicating with Xmath........................................................................... 3-2
ICDM Plots ..................................................................................................... 3-5
Selecting Plots................................................................................................. 3-5
Selecting a Synthesis or History Window ..................................................................... 3-9
Edit Menu ...................................................................................................................... 3-9
Editing Poles and Zeros.................................................................... 2-13
Complex Poles and Zeros .................................................................2-14
Isolated Real Poles and Zeros...........................................................2-14
Nonisolated Real Poles and Zeros and Almost Real Pairs ............... 2-14
Adding/Deleting Poles and Zeros..................................................... 2-15
Adding/Deleting Pole-Zero Pairs ..................................................... 2-15
Most Common Usage ....................................................................... 3-3
Default Plants ................................................................................... 3-3
Saving and Restoring an ICDM Session .......................................... 3-3
Reading Another Plant into ICDM ................................................... 3-3
Reading a Controller from Xmath into ICDM ................................. 3-4
Writing the Plant Back to Xmath ..................................................... 3-4
Writing the Alternate Plant back to Xmath ...................................... 3-4
Writing a Controller on the History List to Xmath .......................... 3-4
Ranges of Plots ................................................................................. 3-6
Plot Magnify Windows..................................................................... 3-7
Chapter 4 PID Synthesis
Window Anatomy ......................................................................................................... 4-1
PID Controller Terms .................................................................................................... 4-1
Toggling Controller Terms On and Off .......................................................... 4-2
Opening the PID Synthesis Window ..............................................................4-4
Manipulating the Controller Parameters ....................................................................... 4-4
Time Versus Frequency Parameters ............................................................... 4-5
Ranges of Sliders and Plots............................................................................. 4-5
Controller Term Normalizations..................................................................... 4-5
Integral Term Normalization ............................................................ 4-5
Derivative Term Normalization........................................................ 4-6
Rolloff Term Normalization............................................................. 4-6
Xmath Interactive Control Design Module vi ni.com
Chapter 5 Root Locus Synthesis
Overview........................................................................................................................5-1
Window Anatomy..........................................................................................................5-1
Opening the Root Locus Synthesis Window .................................................................5-3
Terminology...................................................................................................................5-3
Plotting Styles ................................................................................................................5-4
Phase Contours ................................................................................................5-5
Magnitude Contours ........................................................................................5-5
Slider and Plot Ranges.....................................................................................5-6
Manipulating the Parameters .........................................................................................5-6
Design ............................................................................................................................5-7
Adding a Pole-Zero Pair..................................................................................5-7
Deleting Pole-Zero Pairs .................................................................................5-7
Interpreting the Nonstandard Contour Plots ....................................................5-8
Chapter 6 Pole Place Synthesis
Window Anatomy..........................................................................................................6-1
Pole Place Modes...........................................................................................................6-2
Normal Mode...................................................................................................6-3
Integral Action Mode ......................................................................................6-4
State-Space Interpretation ...............................................................................6-5
Opening the Pole Place Window.....................................................................6-5
Manipulating the Closed-Loop Poles ............................................................................6-5
Time and Frequency Scaling...........................................................................6-5
Butterworth Configuration ..............................................................................6-6
Editing the Closed-Loop Poles........................................................................6-6
Slider and Plot Ranges.....................................................................................6-6
Contents
Chapter 7 LQG Synthesis
LQG Synthesis Window Anatomy ................................................................................7-1
Synthesis Modes ............................................................................................................7-3
Opening the LQG Synthesis Window .............................................................7-3
Setup and Terminology ...................................................................................7-4
Standard LQG (All Toggle Buttons Off).........................................................7-4
Integral Action.................................................................................................7-5
Exponential Time Weighting ..........................................................................7-5
Output Weight Editing ....................................................................................7-6
State-Space Interpretation ...............................................................................7-7
© National Instruments Corporation vii Xmath Interactive Control Design Module
Contents
Manipulating the Design Parameters.............................................................................7-7
Manipulating the Design Parameters Graphically .......................................... 7-7
Ranges............................................................................................................. 7-8
Chapter 8 H-Infinity Synthesis
H-Infinity Synthesis Window Anatomy........................................................................ 8-1
Opening the Synthesis Window ....................................................................................8-3
Setup and Synthesis Method .........................................................................................8-3
Central H-Infinity Controller ..........................................................................8-4
Output Weight Editing .................................................................................... 8-5
Manipulating the Design Parameters.............................................................................8-6
Manipulating the Weight Transfer Function................................................... 8-6
Infeasible Parameter Values............................................................................8-6
Ranges............................................................................................................. 8-7
Chapter 9 History Window
Saving the Current Controller on the History List ........................................................ 9-1
Opening the History Window........................................................................................9-1
History Window Anatomy ............................................................................................9-1
Selecting the Active Controller ..................................................................................... 9-2
Editing the Comments ................................................................................................... 9-2
Deleting History List Entries......................................................................................... 9-3
To Continue Designing from a Saved Controller.......................................................... 9-3
Cycling Through Designs.............................................................................................. 9-3
Writing a Saved Design to Xmath................................................................................ 9-3
Using the History List ................................................................................................... 9-4
Chapter 10 Alternate Plant Window
Role and Use of Plant and Alternate Plant .................................................................... 10-1
Displaying the Alternate Plant Responses.....................................................................10-1
Alternate Plant Window Anatomy ................................................................................ 10-2
Opening the Alternate Plant Window............................................................................ 10-3
Normalization ................................................................................................................ 10-4
Manipulating the Parameters......................................................................................... 10-4
Using the Alternate Plant Window................................................................................10-5
Robustness to Plant Variations ....................................................................... 10-5
Adding Unmodeled Dynamics........................................................................10-5
Ranges of Sliders and Plot ..............................................................................10-6
Xmath Interactive Control Design Module viii ni.com
Chapter 11 Introduction to MIMO Design
Basic Terminology for MIMO Systems ........................................................................11-1
Feedback System Configuration......................................................................11-1
Transfer Functions .........................................................................................................11-2
Integral Action.................................................................................................11-4
Overview of ICDM for MIMO Design..........................................................................11-5
ICDM MIMO Windows ..................................................................................11-5
Main Window..................................................................................................11-5
MIMO Plot Window........................................................................................11-6
History Window ..............................................................................................11-7
Alternate Plant Window (MIMO Version)......................................................11-7
Chapter 12 LQG/H-Infinity Synthesis
Window Anatomy..........................................................................................................12-1
LQG/H-Infinity Main Window .......................................................................12-1
LQG/H-Infinity Weights Window ..................................................................12-2
Decay Rate Window........................................................................................12-5
H-Infinity Performance Window.....................................................................12-5
Frequency Weights Window ...........................................................................12-6
Synthesis Modes and Window Usage............................................................................12-7
Opening the LQG/H-Infinity Synthesis Window ............................................12-8
Setup and Terminology ...................................................................................12-8
Standard LQG (All Toggle Buttons “Off”) .....................................................12-11
Integral Action.................................................................................................12-11
Exponential Time Weighting ..........................................................................12-12
Weight Editing.................................................................................................12-12
How to Select w, u, y, and z.............................................................................12-13
H-Infinity Solution ..........................................................................................12-14
Manipulating the Design Parameters.............................................................................12-16
Main Window..................................................................................................12-16
Ranges .............................................................................................................12-17
Contents
© National Instruments Corporation ix Xmath Interactive Control Design Module
Contents
Chapter 13 Multi-Loop Synthesis
Multi-Loop Window Anatomy...................................................................................... 13-1
Setup and Synthesis Method .........................................................................................13-3
Multi-Loop Versus Multivariable Design....................................................... 13-3
Opening the Multi-Loop Synthesis Window .................................................. 13-7
Designing a Multi-Loop Controller............................................................................... 13-7
Graphical Editor.............................................................................................. 13-7
Selecting and Deselecting Loops .................................................................... 13-7
Editing and Deleting Loops ............................................................................ 13-8
Loop Gain Magnitude and Phase .................................................................... 13-8
Appendix A Using an Xmath GUI Tool
Appendix B Technical Support and Professional Services
Index
Xmath Interactive Control Design Module x ni.com
Introduction
The Xmath Interactive Control Design Module (ICDM) is a complete
library of classical and modern interactive control design functions that
takes full advantage of Xmath’s powerful, object-oriented, graphical
environment. It provides a flexible, intuitive interactive control design
framework. This manual provides an overview of different aspects of linear
systems analysis, describes the Xmath Interactive Control Design function
library, and gives examples of how you can use Xmath to solve problems
rapidly.

Using This Manual

This manual is meant to complement the Xmath Help system. The Xmath
Help system can be used to find answers to specific questions such as, “In
the Root Locus window, how can I add a new pair of complex poles to the
controller?” In contrast, this manual is intended for describing the general
concepts and operation of the ICDM.
1

Document Organization

This manual includes the following chapters:
Chapter 1, Introduction, starts with an outline of the manual and some use notes. It also contains an overview of the Interactive Control Design Module.
Chapter 2, Introduction to SISO Design, outlines the types of linear systems the system object represents and then discusses the implementation of a system within Xmath.
Chapter 3, ICDM Main Window, describes the use of the ICDM Main Window, which includes communication with Xmath, displaying warning and log messages, displaying a variety of standard plots, selecting a synthesis method for controller design, and controlling auxiliary windows.
Chapter 4, PID Synthesis, discusses the PID synthesis window. This window is used to synthesize various types of standard classical SISO controllers such as P, PI, PD, PID, lead-lag, and lag-lead.
© National Instruments Corporation 1-1 Xmath Interactive Control Design Module
Chapter 1 Introduction
Chapter 5, Root Locus Synthesis, describes the user interface, terminology, and parameters used for root locus synthesis.
Chapter 6, Pole Place Synthesis, discusses the Pole Place synthesis window, which is used to design a SISO controller by assigning the closed-loop poles.
Chapter 7, LQG Synthesis, discusses the LQG synthesis window which is used to synthesize a linear quadratic Gaussian (LQG) controller for a SISO plant.
Chapter 8, H-Infinity Synthesis, describes the H synthesis window used for SISO plants. The Hsynthesis window is used to synthesize a central controller. Such controllers are sometimes called linear exponential quadratic Gaussian (LEQG) or minimum entropy controllers.
Chapter 9, History Window, describes the History window used for SISO plants. The History window is used to display and manipulate the design history list, which is a list of controllers that have been explicitly saved during the design process.
Chapter 10, Alternate Plant Window, describes the form of the Alternate Plant window used for SISO design.
Chapter 11, Introduction to MIMO Design, provides an introduction to MIMO design building on the earlier discussions of SISO design. ICDM automatically switches between SISO and MIMO modes depending on the plant that is read in.
Chapter 12, LQG/H-Infinity Synthesis, describes the MIMO LQG/H synthesis window. The LQG/H window is used to synthesize both LQG and H controllers. The two design methods have been combined in a single window because of the similarity regarding the use of weights: constant weights, frequency-dependent weights, and integrators.
Chapter 13, Multi-Loop Synthesis, describes multi-loop synthesis. The multi-loop window is used to synthesize a MIMO controller using PID and Root Locus methods, applying them one loop at a time. In many practical industrial applications, this is the way control systems are designed for complex multivariable plants.
Appendix A, Using an Xmath GUI Tool, describes the basics of using an Xmath GUI tool. Throughout this manual, extended examples following each function discussion help pinpoint the flexibility and applicability of the Interactive Control Design function library. This appendix describes the basics of using an Xmath GUI tool.
Xmath Interactive Control Design Module 1-2 ni.com

Commonly-Used Nomenclature

This manual uses the following general nomenclature:
Matrix variables are generally denoted with capital letters; vectors are represented in lowercase.
G(s) is used to denote a transfer function of a system where s is the Laplace variable. G(q) is used when both continuous and discrete systems are allowed.
H(s) is used to denote the frequency response, over some range of frequencies of a system where s is the Laplace variable. H(q) is used to indicate that the system can be continuous or discrete.
A single apostrophe following a matrix variable, for example, x', denotes the transpose of that variable. An asterisk following a matrix variable (for example, A*) indicates the complex conjugate, or Hermitian, transpose of that variable.

Related Publications

For a complete list of MATRIXx publications, refer to Chapter 2,
MATRIXx Publications, Help, and Customer Support, of the MATRIXx Getting Started Guide. The following documents are particularly useful for
topics covered in this manual:
MATRIXx Getting Started Guide
Xmath User Guide
Xmath Control Design Module
Xmath Interactive Control Design Module
Xmath Interactive System Identification Module, Part 1
Xmath Interactive System Identification Module, Part 2
Xmath Module Reduction Module
Xmath Optimization Module
Xmath Robust Control Module
•Xmath X
μ
Module
Chapter 1 Introduction
© National Instruments Corporation 1-3 Xmath Interactive Control Design Module
Chapter 1 Introduction

MATRIXx Help

Interactive Control Design Module function reference information is available in the MATRIXx Help. The MATRIXx Help includes all Interactive Control Design functions. Each topic explains a function’s inputs, outputs, and keywords in detail. Refer to Chapter 2, MATRIXx
Publications, Help, and Customer Support, of the MATRIXx Getting Started Guide for complete instructions on using the MATRIXx Help
feature.

ICDM Overview

This section provides an overview of the Interactive Control Design Module, a tool for interactive design of continuous-time linear time-invariant controllers. ICDM runs under Xmath, using the Xmath Graphical User Interface (GUI).

SISO Versus MIMO Design

Version 2.0 of ICDM handles full multivariable design, that is, design of multi-input multi-output (MIMO) controllers for MIMO plants. Thus ICDM 2.0 operates in two basic modes: SISO design (single input, single output) and MIMO design. The mode is determined automatically by the plant you read into ICDM. The two different modes feature somewhat different plot options, different synthesis options, and so on.
NI has made the notation, conventions, and windows used for MIMO design as similar as possible to those used for SISO design. Therefore a user familiar with version 1.0 of ICDM (which handled only SISO design) should have little trouble using the new MIMO synthesis tools. NI also recommends that the user who wishes to use ICDM for MIMO design start by becoming familiar with its features for SISO design.
Chapters 2 through 10 discuss SISO design. Chapters 11 through 13 discuss MIMO design. The MIMO descriptions have been written for the user who is familiar with SISO design features.

Starting ICDM

To use ICDM, you should:
Have a user’s understanding of Microsoft Windows or X Windows and the window manager that you use. For example, you should be able to move, resize, and iconify windows; use a pull-down menu; and use a scrollbar.
Xmath Interactive Control Design Module 1-4 ni.com
Chapter 1 Introduction
Have a user’s understanding of Xmath (enough to create a plant transfer function).
Know the basics of how to interact with an Xmath GUI application—for example, using a slider to set a parameter value, a variable-edit box for typing in values, data-viewing, and plot zooming.
Know the basics of classical control system design (for SISO design) and state-space design (for MIMO design).
An introduction to Xmath and a basic introduction to X Windows can be found in the Xmath User Guide. There are several ways you can find out about the basics of interacting with an Xmath GUI application:
Refer to Appendix A, Using an Xmath GUI Tool.
Enter
guidemo in the Xmath Command window to start up the GUI
demo applications; this allows you to try out sliders, push buttons, scrollbars, data-viewing, and so on.
After you have mastered the basic mechanics of using an Xmath GUI application, you should be ready to get started.
To start up ICDM, enter
icdm in the Xmath Command window:
Your window manager may require you to position a window that is created using the left or middle mouse button. After the ICDM Main Window appears, the Xmath command prompt will return. You now can use Xmath and ICDM simultaneously.
The user interface for ICDM is designed to be intuitive; that is, things mostly work the way you would assume that they should work, so you should be able to start using ICDM immediately. NI recommends that you read Chapter 2, Introduction to SISO Design, before using the module.
ICDM includes a complete Help system. In the menu bar of every ICDM window there is a Help menu. The Help messages contain detailed descriptions of every feature and function of ICDM. You can get a good overview of the features of ICDM by scanning the entries in the menu bars and reading the Help messages in the various windows.
ICDM function reference material is available in the MATRIXx Help. Refer to Chapter 2, MATRIXx Publications, Help, and Customer Support, of the
MATRIXx Getting Started Guide for additional instructions on using the MATRIXx Help.
© National Instruments Corporation 1-5 Xmath Interactive Control Design Module
Introduction to SISO Design
Xmath provides a structure for system representation called a system object. This object includes system parameters in a data structure designed
to reflect the way these systems are analyzed mathematically. Operations on these systems are likewise defined using operators that mirror as closely as possible the notation control engineers use. This chapter outlines the types of linear systems the system object represents and then discusses the implementation of a system within Xmath. The functions used to create a system object and to extract data from this object are an intrinsic part of the object class and are also described. Finally, this chapter discusses the functions check, discretize, and makecontinuous, which use information stored in the system object to convert systems from one particular representation to another.

SISO Design Overview

This section provides an overview of what ICDM does and how it works, restricting the discussion to SISO design. If your interest is MIMO design, you first should read this chapter and then Chapter 11, Introduction to
MIMO Design.
2

Basic SISO Terminology

This section describes the basic terminology and notation for SISO plants and controllers used in ICDM and this manual. ICDM uses the standard classical feedback configuration shown in Figure 2-1.
r
Figure 2-1. Standard Classical Feedback Configuration Used in ICDM
© National Instruments Corporation 2-1 Xmath Interactive Control Design Module
e
+
C(s)
u
P(s)
y
Chapter 2 Introduction to SISO Design
The equations describing this system are as follows:
where y denotes the plant output or sensor signal
In ICDM, the plant and controller transfer function are required to be rational, that is, the ratio of two polynomials:
yPu=
uCe=
ery=
u denotes the plant input or actuator signal
r denotes the reference or command input signal
e denotes the error signal
P denotes the plant transfer function
C denotes the controller transfer function
n
Ps()
s()
p
-----------= Cs() s()
d
p
s()
n
c
-----------=
s()
d
c
where n
, dp, nc, and dc are polynomials called the plant numerator,
p
plant denominator, controller numerator, and controller denominator, respectively. The symbols n and d are mnemonics for numerator and denominator. The degree of d the degree of d
is the controller order or controller degree.
c
is the plant order or plant degree. Similarly,
p
The poles and zeros of these transfer functions are the zeros (roots) of the denominator and numerator polynomials, respectively.
In ICDM, P and C are required to be proper polynomials; that is, they have at least as many poles as zeros. In other words, the degree of n or equal to the degree of d
(which is N) and similarly for nc and dc. In some
p
is less than
p
situations, the plant and controller are required to be strictly proper, which means that there are more poles than zeros.
Other important terms include:
The loop transfer function L is defined as L = PC. The loop gain is the magnitude of the loop transfer function.
The sensitivity transfer function is denoted as S and given by S =1/(1+PC). The sensitivity transfer function is the transfer function from the reference input r to the error signal e.
Xmath Interactive Control Design Module 2-2 ni.com
The closed-loop transfer function T is given by T = PC/(1 + PC). T is the transfer function from r to y.
The characteristic polynomial of the system is defined as X = n plus the order of the controller.
The closed-loop poles are the zeros of the characteristic polynomial. This definition avoids any problem with unstable pole-zero cancellations between the plant and controller. The closed-loop zeros are the zeros of n
The output response to a unit step input (or just, the step response), is the step response of the transfer function T; that is, the response of y when the command input r is a unit step.
The actuator step response is the step response of the transfer function C/(1 + PC), which is the transfer function from r to u.
Integral action means that the controller C has a pole at s = 0. Roughly speaking, this means that the loop gain is very large at low frequencies. Integral action implies that S(0) = 0, so if r is constant, the error e converges to zero, that is, the output y(t) approaches r as t →∞.

Overview of ICDM

Chapter 2 Introduction to SISO Design
+ dcdp. Its degree is equal to the order of the plant
cnp
.
cnp
This section provides a broad overview of the architecture, concepts, and major functions of ICDM, restricting our discussion to the case of SISO plants and controllers. This section also provides a summary of how ICDM works and what it does.

ICDM Windows

ICDM supports many windows that serve a variety of functions. The most important windows are:
•ICDM Main window
PID Synthesis window
Root Locus Synthesis window
Pole Place Synthesis window
LQG Synthesis
•H∞ Synthesis
History window
Alternate Plant window
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window
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These are briefly described in the following sections, and in more detail in later chapters. Several of these windows have different forms for SISO and MIMO design. This chapter restricts the discussion to the SISO forms. Refer to Chapter 11, Introduction to MIMO Design, for a discussion of the MIMO forms.
ICDM Main Window
The most important window is the ICDM Main window, which is used to:
Communicate with Xmath (for example, transfer plants/controllers from/to Xmath).
Display warning and log messages.
Display a variety of standard plots.
Select a synthesis method for controller design.
Control several auxiliary windows.
PID Synthesis Window
The PID Synthesis window is used to synthesize a PID controller, with up to two additional poles (usually used for high frequency rolloff). Each term can be separately toggled on and off, so the PID synthesize P, PD, PI, PID, lead-lag, and lag-lead controllers. The design parameters can be typed in, manipulated graphically by slider controls, or manipulated graphically on a Bode plot of the controller transfer function.
window can be used to
Root Locus Synthesis Window
The Root Locus window can be used in many ways for synthesis and analysis of controllers. It can display a conventional root locus in near real-time, while the user drags controller poles and zeros. The user can graphically create or destroy controller poles and zeros. The closed-loop poles can be dragged along the root locus plot, which causes the gain parameter to be set automatically. Nonconventional phase and gain contours can be plotted as an aid to controller synthesis or robustness analysis.
Pole Place Synthesis Window
The Pole Place Synthesis window is used to design a controller by assigning the closed-loop poles. The closed-loop poles can be typed in, or dragged on a plot. The closed-loop poles can be scaled in frequency or time by graphical input, or assigned to a Butterworth configuration. The pole place window supports integral action as an option.
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LQG Synthesis Window
The LQG Synthesis window synthesizes LQG controllers, and therefore can be used only with strictly proper plants. The user can vary weights for the ratio of control (input) to regulation (output) cost and the ratio of sensor (output) noise power to process (input) noise power. Optionally, the user can specify a guaranteed decay rate and integral time constant. By dragging zeros on a symmetric root locus plot, the user can vary the state weighting or perform LTR design.
There also is a MIMO LQG window, described in Chapter 12,
LQG/H-Infinity Synthesis.
H-Infinity Synthesis Window
The H Synthesis window synthesizes central H controllers (also called minimum entropy, risk sensitive, or LEQG controllers). The user can vary weights for the ratio of control (input) to regulation (output) cost, the ratio of sensor (output) noise power to process (input) noise power, and the risk sensitivity or H bound parameter γ. The user can vary the state weighting, or equivalently, the output weight transfer function, by dragging zeros.
History Window
The History window is used to display and manipulate the design history list, which is a list of controllers that have been explicitly saved during the design process. The History window can be used to rapidly cycle through and compare a subset of the saved designs. Any controller on the history list can be recalled, and the design process continued.
Alternate Plant Window
The Alternate Plant window is used to study the robustness of a controller to variations or changes in the plant. The user can interactively vary the plant gain or dynamics, or add extra parasitic dynamics to the plant, see the effect on the closed-loop system, and compare it to the nominal system.

Key Transfer Functions and Data Flow in ICDM

ICDM has three key transfer functions:
The plant transfer function P
The alternate plant transfer function P
The current controller transfer function C
alt
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The plant and the alternate plant have very different uses in ICDM, and therefore different data flow characteristics.
The plant transfer function is read from Xmath into the ICDM Main window, and is then exported to the synthesis windows that need it—Pole Place, LQG, and H. In other words, the controllers designed using the Pole Place, LQG, or H Synthesis windows are based on the plant transfer function. You cannot change the plant transfer function in ICDM except by reading in a new plant from Xmath.
The alternate plant transfer function can be read into ICDM from Xmath, or set equal to the plant transfer function. Its properties are very different from the plant transfer function, however:
Using the Alternate Plant window, the user can graphically manipulate the alternate plant transfer function.
The alternate plant transfer function is never exported to—that is, used by—the synthesis windows that need to know the plant: Pole Place, LQG, H∞.
The alternate plant transfer function is used to verify a controller design that was based on the plant transfer function. The alternate plant transfer function is used only to show the alternate plant plots in the ICDM Main window. Refer to the What the ICDM Main Window Plots Show section.
Summary
The plant transfer function is used for design; the alternate plant transfer function is used for (robustness) analysis or validation.
The distinction is not so important for PID and root locus design, because the controller does not depend on the plant.
Origin of the Controller
The controller can originate from—that is, be designed by—several possible sources:
An Open Synthesis window—For example, if the Pole Place Synthesis window is open, then the current controller is determined by the Pole Place Synthesis window. When you interact with the Pole Place window by dragging a closed-loop pole to a new location, you will be changing the current controller transfer function C.
The History window—If the History window is open, the controller comes from the list of controllers that have been saved on the history
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list. The current controller is the active or selected entry on the list of saved controllers.
Only one synthesis window, or the History window, is allowed to be open at any given time, which eliminates any possible confusion over the source of the current controller. Remember the simple rule: If any synthesis window, or the History window, is open, it is the source of the current controller.
What the ICDM Main Window Plots Show
The plots in the ICDM Main window always use the plant and the current controller. For example, the step response plot shows the step response of the closed-loop system formed by the plant transfer function and the current controller transfer function.
Optionally, the plots also can show the response of the alternate plant connected with the current controller. In this case, the responses with the plant and the alternate plant are shown in different line types or colors, and can always be distinguished by data-viewing. Refer to the Data-Viewing
Plots section.

Controller/Synthesis Window Compatibilities

As much as possible, ICDM allows you to switch from one synthesis method to another while keeping the current controller the same. As an example, suppose the LQG Synthesis window is open, so the current controller is an LQG controller. You then can open the Root Locus Synthesis window, which will be initialized with the current (LQG) controller. Moreover, opening the Root Locus window will cause the LQG synthesis window to close. You now can continue the design using the Root Locus
window. For example, you might delete some controller poles and
zeros—that is, do some interactive controller model reduction. When you have deleted some controller poles and zeros, the controller will no longer be an LQG controller, so you cannot expect to be able to open the LQG window and retain the current controller.
There are some restrictions on the controllers that each synthesis window can accept (read):
The PID Synthesis window can accept any PID controller. The PID Synthesis window is intuitive enough to figure out if a given controller has PID form and, if so, set its parameters appropriately.
The Root Locus window accepts all controllers, so it can be opened at any time. The current controller will be read into the Root Locus
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window. Thus, the Root Locus Synthesis window can be used to interactively tweak or model-reduce a controller designed by another method such as LQG.
The Pole Place window accepts any controller with the same number of poles as the plant, or one more pole than the plant if it has integral action. In particular, the Pole Place window can accept any LQG or H controller with or without integral action. This allows the user to manually tune the closed-loop poles in a design that was originally LQG or H∞.
The LQG window only accepts controllers that were generated by the LQG synthesis window.
The H Synthesis window only accepts controllers that were generated by the H Synthesis window.
The History window, which can be considered as a synthesis window since it exports a controller to the ICDM Main window, is compatible with all controllers. If the current controller has been saved on the history list, then the History window opens, with the current controller the active controller on the history list. If the current controller has not been saved on the history list, it is first automatically saved on the history list, then the History window opens with the current controller active.
These restrictions are important when you select a new synthesis window or read a controller from Xmath into ICDM. If the controller is not compatible with the synthesis window, the user is warned and given several options about how to proceed. In general, these restrictions on controllers and synthesis windows should be transparent to the user. ICDM is designed to do something sensible whenever a conflict can arise, and to warn the user before any damaging actions are taken.
When the new controller and synthesis window will be compatible, the new synthesis window is initialized with the controller. The user can simply start designing, using the new synthesis window, from the current design. Roughly speaking, ICDM tries to keep the current controller when you select a new synthesis window.
As an example, suppose the LQG
window is used to design an LQG
controller. The user then can open the Pole Place window, which will be initialized with the LQG controller, and continue the design by dragging the closed-loop poles to new locations. At this point, the user cannot expect to import the current controller back into the LQG Synthesis window because the controller is no longer an LQG controller. The user can, however, open the Root Locus window, which will be initialized with the current
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Using ICDM

Chapter 2 Introduction to SISO Design
controller. Using the Root Locus window, the user could reduce the controller to a PI controller by deleting poles and zeros, at which point the PID window can be opened, initialized at the current controller.
ICDM can be used in many ways. For example, you might:
Interactively design a controller.
Switch synthesis methods and continue designing.
Review and compare your best designs, and perhaps start designing again from a previous design.
Analyze the robustness of one or more controllers, with respect to variations in the plant transfer function, export one or more controllers to Xmath, such as for a nonlinear simulation or downloading to an AC-100 for real-time testing.
The most common tasks are interactively designing a controller, and interactively studying the robustness of a given controller. Figure 2-2 shows a simplified schematic representation of the interactive design loop.
Designer
ICDM Synthesis
Window
C(s)
ICDM Main
Window
G
Figure 2-2. Simple Representation of the Interactive Design Loop
The solid lines indicate graphical or alpha-numeric communication. The dashed line shows the automatic export of the controller from the synthesis window to the ICDM Main window. Notice that only one synthesis window can be open at any given time. Also notice that for the purposes of design, the user interacts only with the synthesis window and not with the ICDM Main
window.
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Figure 2-3 shows a simplified schematic representation of the interactive robustness analysis loop. Here, the user interacts with the Alternate Plant window, interactively changing the alternate plant transfer function P which is automatically exported to the ICDM Main window for analysis and display. The user receives graphical information from the Alternate Plant window displays and also the ICDM Main window.
Figure 2-3 shows a simplified schematic representation of the interactive design loop.
Figure 2-3. Simple Representation of the Interactive Robustness Analysis
Designer
Alternate
Plant
Window
G
,
alt
P
alt
(s)
ICDM Main
Window
Figure 2-4 shows a simple ICDM session. The ICDM Main window is shown at upper left, and the Pole Place Synthesis window is at lower right. The user can drag the closed-loop poles in the Pole Place window. The controller that is synthesized is automatically exported to the ICDM Main window for analysis and plotting. Notice that the user’s graphical input is mostly through the Pole Place window. The ICDM Main window is used mostly for graphical output.
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Figure 2-4. Simple ICDM Session

General Plotting Features

All of the plots in the ICDM Main and other windows support several useful features: arbitrary re-ranging, zooming, data-viewing, and interactive (graphical) re-ranging.
Ranges of Plots and Sliders
Every ICDM window has an associated Ranges window that can be used to set the ranges of the sliders and plots appearing in the window, as well as other parameters such as numbers of points plotted. The Ranges window can be opened by selecting Ranges on the View or Plot menu, or by pressing <Ctrl-R>
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in the window in question. In addition, every ICDM
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window has an autoscale feature, which can be invoked by selecting Autoscale on the View or Plot menu of the window. When you invoke Autoscale, ICDM tries to assign some reasonable values to the slider and plot scales.
Zooming
You can enlarge any portion of an ICDM plot using plot zooming. Clicking the middle mouse button with the cursor anywhere in the plot creates a small box containing a magnified version of the plot near the cursor. The middle mouse button can be held down and dragged, which creates an effect similar to dragging a magnifying glass across the plot.
Pressing <Ctrl> along with the middle mouse the size of the magnified box. Clicking with the middle mouse increases the zoom factor. Pressing <Shift-Ctrl> along with middle mouse button yields a large zoom box with a large magnification factor.
Zooming is a good way to read text in ICDM plots—for example, titles, axis labels, and so on. These were intentionally made small because zooming is easy.
button (on UNIX) increases
button
Data-Viewing Plots
Pointing at or near plotted information within the ICDM windows and clicking the right mouse button causes a small window to appear that identifies the plot and gives the coordinates of the nearest data point (for example, Loop Gain, L(10.1Hz) |=+11.2dB), along with its index. This feature is called data-viewing.
If the right mouse button is clicked and dragged, the selected plot is tracked, even if another plot comes close.
Pressing <Shift> along with the right mouse button allows the user to get values on the piecewise linear plot that interpolates the data values. In this case, index = 45.7 means that the selected plot point is between the 45th and 46th X-coordinate entries.
Because all ICDM plots have extensive data-viewing features, the number of labels used to identify plots are minimal. For example, the Root Locus plot has red and black poles and zeros shown, but no indication or label in the plot saying what these colors mean. On a black-and-white display, you cannot distinguish between the red and black poles/zeros. You can read in the Help file message that the red ones correspond to the plant, and the black ones to the controller. However, the easiest way to find out what the
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poles and zeros are (and indeed, the only way on a black-and-white display) is to use data-viewing.
As a general rule: To find out the meaning, purpose, or value of an object (pole, zero, curve, and so on.) in an ICDM plot, use data-viewing.
Most objects in the ICDM Plot windows support data-viewing.
Interactive Plot Re-ranging
The range for any plot can be set in the appropriate Ranges window. Alternatively, the ranges for plots can be interactively changed by grabbing and dragging the axes of the plots. To make the plot range smaller, grab and drag the appropriate axis to the desired location. A dashed line shows what the new plot range will be. To make the plot range larger, click the left mouse
button on the appropriate axis and, while holding the button down,
move the cursor away from the plot axis. In this case you will not see a dashed line showing the new plot range. Instead, a small box will appear that tells you what the new range will be. The new range is given by extrapolation of the cursor position. You can move the cursor over other plots, and even out of the plotting window, while increasing the range of aplot.
If a plot range is symmetric, then the new range also will be symmetric. That is, for a symmetric plot range the minimum and maximum values for X or Y are the same except for sign. Changing the maximum will also change the minimum.
These changes will be exported to the Ranges window.

Graphically Manipulating Poles and Zeros

In many of the ICDM windows, the user can grab and drag poles and zeros graphically. The paradigm of grabbing and dragging poles and zeros is uniform across windows. Remember that you cannot always grab and drag every pole or zero you see in an ICDM plot—for example, in the Root Locus window, you can grab and drag any controller pole or zero, but you cannot grab or drag a plant pole or zero.
Editing Poles and Zeros
If there is a push button labeled Edit near the plotting area, you can use it to edit poles and zeros. If you click the Edit button, the cursor will become a pencil symbol. Select a pole or zero by clicking the left mouse the cursor positioned at the desired pole or zero. A dialog box will open that
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contains variable edit boxes for the value of the pole or zero (the real and imaginary part when the pole or zero is complex) and, if appropriate, its multiplicity. After you enter new values, you can select OK, which will make the changes and dismiss the dialog box, or Cancel, which will dismiss the dialog box without making the changes.
The values you type in will not be accepted if they are invalid—for example, a negative multiplicity for a pole or zero.

Editing Poles and Zeros Graphically

The easiest way to change a pole or zero is to grab it by clicking the left mouse button and dragging it to the desired location. You can only drag poles and zeros in “sensible” ways. For example, you cannot drag a single real pole or zero off the real axis to a complex location. More precisely, the dragging of poles and zeros works as described in the following sections.
Complex Poles and Zeros
If the pole or zero that you grab is complex, then the complex conjugate pole or zero will automatically move as required. In this case you can drag the pole or zero in any direction.
Isolated Real Poles and Zeros
If the pole or zero that you grab is real and not very close to another real pole or zero, then the pole or zero motion will be constrained to the real axis. You cannot drag the pole or zero off the real axis.
Nonisolated Real Poles and Zeros and Almost Real Pairs
If a pair of nearby poles or zeros is very near the real axis—that is, two nearby real poles or zeros, or a pair of complex poles and zeros with very small imaginary part—then the dragging motion will depend on how you originally drag the poles or zeros. If you drag it up or down, then the pair acts as a complex pair and there is no constraint on how you can drag it. For example, two real poles that are very close to each other can be split into a complex pair by grabbing either one and dragging it away from the real axis. On the other hand, if you drag the selected pole or zero left or right, then the pair act as a real pair—the selected pole or zero then can be dragged only along the real axis, and the other pole or zero becomes real
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(if it was not already) but otherwise does not move. Thus, to make a pair of complex poles real, you first drag one of them near the real axis and release. Then you select one of these poles again, and this time drag it left or right. This will cause the pair to become real.
Adding/Deleting Poles and Zeros
This section describes how you are allowed to add or delete poles or zeros in some windows. Bear in mind that ICDM may not allow you to add or delete a zero or pole in certain cases—for example, if the action would result in a nonproper controller. In this situation, you will be warned with a dialog box which opens.
To add a zero, click the Add Zero button that is near the plotting area, or select the Add Zero entry from the Edit menu. In some cases there is an accelerator for this, such as typing cause the cursor to become a crosshairs symbol. If you click the left mouse button with the cursor very near the real axis, then you will create one real zero. If you click the left mouse button with the cursor farther from the real axis, then you will create a pair of complex conjugate zeros. Creating a pole is similar; typing complex conjugate pole pair. To abort a pole or zero add operation, click the left mouse button with the cursor outside the plot area.
p in the window is the accelerator for creating a pole or
z in the window. These actions will
To delete a pole or zero, press the <Ctrl> key near the plotting area, select the Delete entry from the Edit menu, or enter actions will cause the cursor to become a skull and crossbones symbol. Then click the left mouse button with the cursor near the pole or zero that you want to delete. If the pole or zero is complex, then its complex conjugate also will be destroyed.
You always can select Undo in the Edit menu to restore deleted poles or zeros back, provided you have not made any other changes since deleting. To abort a delete operation, click the left mouse button with the skull and crossbones cursor in a free area of the plot.
d in the window. These
Adding/Deleting Pole-Zero Pairs
When you add (or delete) a pole or zero, you can drastically change the transfer function that you are editing. In some cases, it may be better to add (or delete) a pole-zero pair—that is, a pole and zero in exactly the same location. Adding a pole-zero pair does not change the transfer function at all until the pole and zero are moved apart.
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