Control Systems 2 Lecture 5: RHP poles and zero limitations & how to design and ride a bike Roy Smith 2015-3-18 5.1 Non-minimum phase behaviour (stable systems) Right-half plane zeros Can arise from fast and slow responses of opposite sign: G(s) = 1.0 1 2 3−s − = . s+1 s+5 (s + 1)(s + 5) Amplitude step 1 s+1 step (G(s)) 0.5 0 1 − step −0.5 2015-3-18 2 s+5 2 3 time 4 (sec) 5.2 Non-minimum phase behaviour Can also be interpreted as a negative derivative response: G(s) = 3 s − (s + 1)(s + 5) (s + 1)(s + 5) g(t) = 3 1.0 1 −t −1 −5t e + e 4 4 d − dt 1 −t −1 −5t e + e 4 4 Amplitude 3 step 0.5 1 (s+1)(s+5) step (G(s)) 1 0 d − dt step 2 1 (s+1)(s+5) 4 time (sec) 3 −0.5 2015-3-18 5.3 Non-minimum phase systems in feedback Non-minimum phase response in closed-loop G(s) = NG (s) , DG (s) T (s) = L(s) 1 + L(s) = = 2015-3-18 1 K(s) = NK (s) , DK (s) L(s) = NG (s)NK (s) DG (s)DK (s) NG (s) NK (s) DG (s) DK (s) NG (s) NK (s) +D G (s) DK (s) NG (s)NK (s) DG (s)DK (s) + NG (s)NK (s) 5.4 Non-minimum phase systems: r.h.p. zeros 1 Magnitude 1 10 Gmp (s) = 0.1 log ω (rad/sec) 100 (s+10) (s+1)(s+50) Gnmp1 (s) = 0.01 (10−s) (s+1)(s+50) 0.001 0 1 10 log ω (rad/sec) 100 Gmp (s) = −90 (s+10) (s+1)(s+50) −180 −270 Gnmp1 (s) = Phase (deg.) (10−s) (s+1)(s+50) 2015-3-18 5.5 Non-minimum phase systems: delays 1 Magnitude 1 10 Gmp (s) = 0.1 log ω (rad/sec) 100 (s+10) (s+1)(s+50) Gnmp1 (s) = 0.01 (10−s) (s+1)(s+50) e−0.05s (s+10) (s+1)(s+50) Gnmp2 (s) = 0.001 0 1 10 100 Gmp (s) = −90 Gnmp2 (s) = −180 −270 2015-3-18 log ω (rad/sec) Phase (deg.) (s+10) (s+1)(s+50) e−0.05s (s+10) (s+1)(s+50) Gnmp1 (s) = (10−s) (s+1)(s+50) 5.6 Non-minimum phase systems in feedback Delays in feedback G(s) = e−θs T (s) = = NG (s) , DG (s) K(s) = NK (s) DK (s) L(s) = e−θs NG (s)NK (s) DG (s)DK (s) L(s) 1 + L(s) NG (s) NK (s) e−θs D G (s) DK (s) NG (s) NK (s) 1 + e−θs D G (s) DK (s) −θs =e NG (s)NK (s) DG (s)DK (s) + e−θs NG (s)NK (s) 2015-3-18 5.7 Performance limitations from delays If G(s) contains a delay, e−θs , then T (s) also contains e−θs . Under these circumstances the ideal T (s) ≈ e−θs , 5 Magnitude 1 1/θ log ω (rad/sec) 0.1 0.01 |S(jω)| = 1 − e−jθω Which implies that we must have ωc < 1/θ. 2015-3-18 5.8 Controllability (summary) Actuation constraints: from disturbances |G(jω)| > |Gd (jω)| for frequencies where |Gd (jω)| > 1. Actuation constraints: from reference |G(jω)| > R up to frequency: ωr . Disturbance rejection ωc > ω d or more specifically |S(jω)| ≤ |1/Gd (jω)| for all ω. Reference tracking |S(jω)| ≤ 1/R up to frequency: ωr . 2015-3-18 5.9 Controllability (summary) Right-half plane zeros For a single, real, RHP-zero: ωB < z/2. Time delays Approximately require: ωc < 1/θ. Phase lag Most practical controllers (PID/lead-lag): G(jω180 ) = −180 deg. ωc < ω180 Unstable real pole Require ωc > 2p. Also require |G(jω)| > |Gd (jω)| up to ω = p. 2015-3-18 5.10 Example: controllability analysis d Gd (s) y + G(s) u K(s) + r − n G(s) = k ym + e−θs 1 + τs Gd (s) = kd e−θd s , 1 + τd s |kd | > 1. What are the requirements on k, kd , τ , τd , θ and θd in order to obtain good performance. And how good is it? 2015-3-18 5.11 Example: controllability analysis Objective: |e| ≤ 1 for all |u| < 1, |d| < 1. Disturbance rejection (satisfying actuation bound) |G(jω)| > |Gd (jω)| for all ω < ωd . =⇒ k > kd and k/τ > kd /τd . Disturbance rejection ωc > ωd ≈ kd /τd . Delay constraints ωc < 1/θ 2015-3-18 (assuming θ is the total delay in the loop). 5.12 Example: controllability analysis Delay and disturbance rejection requirements. θ < τd /kd . Plant requirements: k > kd and θ < τd /kd . k/τ > kd /τd Required/achievable bandwidth kd /τd < ωc < 1/θ. 2015-3-18 5.13 F E A T U R E Bicycle dynamics U R E By Karl J. Åström, Richard E. Klein, and Anders Lennartsson T his article analyzes the dynamics of b cles from the perspective of cont Models of different complexity are sented, starting with simple ones ending with more realistic models ge ated from multibody software. We sider models that capture essential behavior suc self-stabilization as well as models that dem strate difficulties with rear wheel steering. relate our experiences using bicycles in con education along with suggestions for fun thought-provoking experiments with pro student attraction. Finally, we describe bicy and clinical programs designed for children disabilities. Adapted bicycles for education and research Karl J. Åström, hard E. Klein, and ders Lennartsson T his article analyzes the dynamics of bicycles from the perspective of control. Models of different complexity are presented, starting with simple ones and ending with more realistic models generated from multibody software. We consider models that capture essential behavior such as self-stabilization as well as models that demonstrate difficulties with rear wheel steering. We relate our experiences using bicycles in control education along with suggestions for fun and thought-provoking experiments with proven student attraction. Finally, we describe bicycles and clinical programs designed for children with disabilities. IEEE Control Systems Magazine vol. 25, no. 4, pp. 26–47, 2005. The Bicycle The Bicycle 2015-3-18 CLELLAN/THOMPSON-MCCLELLAN PHOTOGRAPHY Bicycles are used everywhere—for transportation, exercise, and recreation. The bicycle’s evolution over time has been a product of necessity, ingenuity, materials, and industrialization. While efficient and highly maneuverable, the bicycle represents a tantalizing enigma. Learning to ride a bicycle is an acquired skill, often obtained with some difficulty; once mastered, the skill becomes subconscious and second nature, literally just “as easy as riding a bike.” Bicycles display interesting dynamic behavior. For example, bicycles are statically unstable like the inverted pendulum, but can, under certain conditions, be stable in forward motion. Bicycles also exhibit nonminimum phase steering behavior. Bicycles have intrigued scientists ever since they appeared in the middle of the 19th century. A thorough presentation of the history of the bicycle is given in the recent book [1]. The papers [2]–[6] and the classic book by Sharp from 1896, which has recently been reprinted [7], are good sources for early work. Notable contributions include Whipple [4] and Carvallo [5], [6], who derived equations of motion, linearized around the 1066-033X/05/$20.00©2005IEEE IEEE Control Systems Magazine August 2005 Adapted bicycles fo education and researc LOUIS MCCLELLAN/THOMPSON-MCCLELLAN PHOTOGRAPHY 26 Bicycles are used everywhere—for transportation, e cise, and recreation. The bicycle’s evolution over has been a product of necessity, ingenuity, materials, industrialization. While efficient and highly maneuvera the bicycle represents a tantalizing enigma. Learnin ride a bicycle is an acquired skill, often obtained with s difficulty; once mastered, the skill becomes subconsc and second nature, literally just “as easy as riding a bik Bicycles display interesting dynamic behavior. example, bicycles are statically unstable like the inv ed pendulum, but can, under certain conditions, be ble in forward motion. Bicycles also exhibit nonminim phase steering behavior. Bicycles have intrigued scientists ever since they appeare the middle of the 19th century. A thorough presentation of history of the bicycle is given in the recent book [1]. The pa [2]–[6] and the classic book by Sharp from 1896, which recently been reprinted [7], are good sources for early w Notable contributions include Whipple [4] and Carv [5], [6], who derived equations of motion, linearized around 1066-033X/05/$20.00©2005IEEE IEEE Control Systems Magazine August 5.14 Bike parameter considered explicitly, but we often assume that the forward the forces between ground and wethat do velocity is acting constant. To summarize, we wheel. simply Since assume not consider extreme conditions and tight turns, we the bicycle moves on a horizontal plane and that the assume that the bicyclecontact tire rolls without longitudinal or wheels always maintain with the ground. definitions lateral slippage. Control of acceleration and braking is not considered explicitly, but we often assume that the forward velocity is constant. To summarize, we simply assume that λ plane and that the the bicycle moves on a horizontal wheels always maintain contact with the ground. h h λ C1 C2 CP11 P2 P3 C2 a b coordinate system xyz has Coordinates P1 of the rear wheel and the Figure 1. Parameters defining the bicycle geometry. The The coordinates used is aligned with the line to of ac a points of the wheels with the points P1 and P2 are the contact low horizontal the ISO 8855 standard, the plane. The x of the steer axis with ground, the point P3 is the intersection b c the is an inertial system P3 , which point is thewith inte horizontal plane, a is the distance from a vertical line through xyz has coordinate system axis and the horizontal pl the center of mass to P1 , b is the wheel base, c is the trail, h is P1 ofwheel the rear wheel and th rear plane is defined λ is thegeometry. the height the centerdefining of mass,the andbicycle head angle. Figure 1. of Parameters The is aligned with the line of ca angle between the ξ -axis 5.15 points P1 and P2 are the contact points of the wheels with the the horizontal plane. The vertical, and y is perpendic ground, the point P3 is the intersection of the steer axis with the P point , which is the left side3 of the bicycle int so horizontal plane, a is the distance from a vertical line through ζ axis and the horizontal ϕp obtained. The roll angle ϕ the center of mass to P1 , b is the wheel base, c is thef trail, h is definitions rear wheel plane is defined when leaning to the right. T the height of the center of mass, and λ is the η head angle. ξ angle between the -axis ϕ plane is . The steer anglea z f ϕ y is perpendic vertical, and between the rear and front left left. sideThe of the bicycle so ing effective steer ζ the lines ofThe intersection obtained. roll angleofϕt ϕf the horizontal plane. when leaning to the right. T η δf C2 plane is ϕf . The steer angle z x C1 ϕ Simple Second-Ord between the rear and front Second-order models will no P ing left. The effective steer P2 3 P1 tional simplifying assumpt ψ the lines of intersection of t bicycle rolls onplane. the horizon the horizontal δf ξ fixed position and orientati C2 x C1 that the forward velocity at Simple Second-Ord For simplicity,models we assume Second-order will nt Figure 2. Coordinate systems. The orthogonal P2 P3 system ξ ηζ is which implies that the hea P tional simplifying assumpt ψ is vertical. The orthogo1 ζ -axis fixed to inertial space, and the c is rolls trail zero. on Wethe alsohorizo assum bicycle nal system xyz has its origin at the contact point of the rear control variable. The rotatio wheel with the ξ η plane. The x axis passes through the points ξ fixed position and orientati P1 and P3 , while the z axis is vertical and passes through P1 . ated withforward the frontvelocity fork then that the at For simplicity, we assume Figure 2. Coordinate systems. The orthogonal system ξ ηζ is which implies that the hea fixed to inertial space, and the ζ -axis is vertical. The orthogoIEEE Control Systems Magazine 28 c is zero. We also assum trail nal system xyz has its origin at the contact point of the rear control variable. The rotatio wheel with the ξ η plane. The x axis passes through the points P1 and P3 , while the z axis is vertical and passes through P1 . ated with the front fork then P1 2015-3-18 Reference frame 2015-3-18 c shaped so that the contact Geometry the road is behind the exten The parameters that descr defined as the horizontal di are defined in Figure 1. The k point and the steer axis wh λ, c. head angle and trail zero steer angle. The riding shaped so that the strongly affected bycontact the tra the road is behind the improves stability but exten make definedfor asc the horizontal values range 0.03–0.08dm point and the steer wh Geometrically, it axis is conv zero steer angle. The riding composed of two hinged pla strongly by the tr front forkaffected plane. The frame improves stability but mak frame plane, while the fron values The for c planes range 0.03–0.08 m plane. are joined is convp P1 Geometrically, and P2 are the itcontact composed of two hinged pl horizontal plane, and the po front axis fork with plane. frame steer theThe horizonta frame plane, while the fron plane. The planes are joined Coordinates P1 and P2 are theused contact p The coordinates to an horizontal plane, and the po low the ISO 8855 standard, steer with system the horizonta is an axis inertial with 28 P2 P3 IEEE Control Systems Magazine 5.16 Na¨ıve analysis only degree of freedom. All ll so that the equations can cycle are shown in Figure 3. ates around the vertical axis Vδ/b, where b is the wheel coordinate system xyz expeeleration of the coordinate e. f the system. Consider the wheels, the rider, and the o the rear frame with δ = 0, inertia of this body with D = − Jxz denote the inertia axes. Furthermore, let the x r of mass be a and h, respecof the system with respect z y O ϕ δ P1 x P2 a b (a) = J dϕ VD − δ. dt b tem are due to gravity and ngular momentum balance y (b) Figure 3. Schematic (a) top and (b) rear views of a naive (λ = 0) bicycle. The steer angle is δ, and the roll angle is ϕ. 2015-3-18 typographical error: λ = 90. DV dδ mV 2h + Na¨ δ. b dt b ıve It follows from (1) that the transfer function from steer angle δ to tilt angle ϕ is 5.17 (1) analysis: simple second order models V(Ds + mVh) b( Js2 − mgh) mVh V aV s + a VD s + D ≈ . = b J 2 mgh bh s2 − g angle, sφ,−transfer function h J G ϕδ (s) = generated by gravity. The of (1) are the torques genfirst term due to inertial (4) due to centrifugal forces.angle, δ, to tilt Steering verted pendulum model the linearized equation for dφ Notice that both dφ theVgain D and the zero of this transfer func2 and = J − Dω = J − δ V. Angular momentum about x t of inertia as J ≈Lmh tion depend on the velocity x dt dt b , the model becomes The model (4) is unstable and thus cannot explain why it is possible to ride with2no hands. The system (4), howevd2 φ DV dδ mV h er, can control using the proporJ 2 − mghφ = be stabilized + by active δ Torque balance V dδ V2 dt b dt b + δ. tional feedback law h dt bh J ≈ mh2 and D ≈ mah d [21], is a linear dynamical wo real poles d2 φ g dt2 ! gh g ≈± J h h V ≈− . a − Inertia approximations δ = −k2 ϕ, (5) aV dδ V2 φ= + δ Simplified model h which bh yields dt the bhclosed-loop system (2) d2 ϕ DVk2 dδ J 2 + + b dt dt 2015-3-18 (3) " # mV 2hk2 − mgh ϕ = 0. b (6) This closed-loop system is asymptotically stable if and only if k2 > bg/V 2 , which is the case when V is sufficiently large. 5.18 Na¨ıve analysis: simple second order models Steering angle, δ, to tilt angle, φ, transfer function Transfer function: Gφδ (s) = V (Ds + mV h) φ(s) aV (s + V /a) = ≈ 2 δ(s) b(Js − mgh) bh (s2 − g/h) poles: p1,2 = ± zero: z1 = − 2015-3-18 Bike parameter r r mgh g ≈± J h V mV h ≈− D a the forces acting between ground and wheel. Since we do not consider extreme conditions and tight turns, we assume that the bicycle tire rolls without longitudinal or lateral slippage. Control of acceleration and braking is not considered explicitly, but we often assume that the forward velocity is constant. To summarize, we simply assume that the bicycle moves on a horizontal plane and that the wheels always maintain contact with the ground. definitions λ h C1 C2 P1 P2 P3 c Figure 1. Parameters defining the bicycle geometry. The points P1 and P2 are the contact points of the wheels with the ground, the point P3 is the intersection of the steer axis with the horizontal plane, a is the distance from a vertical line through the center of mass to P1 , b is the wheel base, c is the trail, h is the height of the center of mass, and λ is the head angle. 2015-3-18 The parameters that descri are defined in Figure 1. The ke head angle λ, and trail c. T shaped so that 5.19 the contact the road is behind the exten defined as the horizontal di point and the steer axis wh zero steer angle. The riding strongly affected by the tra improves stability but make values for c range 0.03–0.08 m Geometrically, it is conv composed of two hinged pla front fork plane. The frame frame plane, while the fron plane. The planes are joined P1 and P2 are the contact p horizontal plane, and the po steer axis with the horizonta Coordinates a b Geometry The coordinates used to an low the ISO 8855 standard, is an inertial system with coordinate system xyz has P1 of the rear wheel and the is aligned with the line of c the horizontal plane. The x point P3 , which is the inte axis and the horizontal pl rear wheel plane is defined angle between the ξ -axis a 5.20 vertical, and y is perpendic left side of the bicycle so Front fork model Handlebar torque, T , to tilt angle, φ, transfer function Model the actuation as a torque to the handlebars, T . mg 2 (bh cos λ − ac sin λ) d2 φ DV g dφ J 2 + 2 + φ dt V sin λ − bg cos λ dt V 2 sin λ − bg cos λ b(V 2 h − acg) DV b dT = + T acm(V 2 sin λ − bg cos λ) dt ac(V 2 sin λ − bg cos λ) √ The system is stable if V > Vc = bg cot λ and bh > ac tan λ Gyroscopic effects could be included (giving additional damping). 2015-3-18 5.21 Front fork model Torque to steering angle transfer function With a stabilizable bicycle going at sufficiently high speed, V , k1 (V ) δ = GδT (s) = , T 1 + k2 (V )Gφδ (s) where, as before, So, Gφδ (s) = GδT (s) = s2 2015-3-18 V (Ds + mV h) aV (s + V /a) ≈ 2 b(Js − mgh) bh (s2 − g/h) mgh 2 k1 (V ) s − J k2 (V )DV k2 (V )V 2 mh mgh + s + − J bJ bJ 5.22 Front fork model Torque to path deviation transfer function If η is the deviation in path, GηT (s) = k1 (V ) V 2 b mgh s − J 2 k (V )DV mgh 2 V s2 s2 + s + J − 1 bJ Vc2 2 2015-3-18 5.23 Non-minimum phase behaviour Counter-steering “I have asked dozens of bicycle riders how they turn to the left. I have never found a single person who stated all the facts correctly when first asked. They almost invariably said that to turn to the left, they turned the handlebar to the left and as a result made a turn to the left. But on further questioning them, some would agree that they first turned the handlebar a little to the right, and then as the machine inclined to the left they turned the handlebar to the left, and as a result made the circle inclining inwardly.” Wilbur Wright. 2015-3-18 5.24 Non-minimum phase behaviour Counter-steering 2015-3-18 5.25 Non-minimum phase behaviour Aircraft control “Men know how to construct airplanes. Men also know how to build engines. Inability to balance and steer still confronts students of the flying problem. When this one feature has been worked out, the age of flying will have arrived, for all other difficulties are of minor importance.” Wilbur Wright, 1901. 2015-3-18 5.26 Rear-wheel steered bicycles Klein’s Ridable Bike c K. J. Åström, Delft, June, 2004 ! 32 2015-3-18 5.27 Rear-wheel steered bicycles Stabilization: simple model The sign of V is reversed in all of the equations. mV h 2 −s + −V Ds + mV h VD D Gφδ (s) = = 2 mgh b(Js − mgh) bJ s2 − J ≈ aV (−s + V /a) bh (s2 − g/h) This now has a RHP pole and a RHP zero. The zero/pole ratio is: 2015-3-18 z mV h = p D r J V ≈ mgh a s h g 5.28 Rear-wheel steered motorbikes NHSA Rear-steered Motorcycle I I 1970’s research program sponsored by the US National Highway Safety Administration. Rear steering benefits: Low center of mass. Long wheel base. Braking/steering on different wheels I Design, analysis and building by South Coast Technologies, Santa Barbara, CA. I Theoretical study: real(p) in range 4 – 12 rad/sec. for V of 3– 50 m/sec. I Impossible for a human to stabilize. 2015-3-18 5.29 Rear-wheel steered motorbikes The NHSA Rear NHSA Rear-steered Motorcycle Steered Motorcycle c K. J. Åström, Delft, June, 2004 ! 2015-3-18 37 5.30 Rear-wheel steered motorbikes about what knowledge is required to avoid this trap, NHSA Rear-steered Motorcycle emphasizing the role of dynamics and control. You can spice up the presentation with the true story about the “The outriggers were essential; in fact, the only way to NHSA rear-steered motorcycle. You can also briefly menkeep theinmachine upright forcrucial any measurable period of time tion that poles and zeros the right-half plane are was to start out down on one outrigger, apply a steer input concepts for understanding dynamics limitations. Return to yawinvelocity a discussion of to the generate rear-steeredenough bicycle later the courseto pick up the outrigger, and has then attempt toTell catch it as the machine approached been presented. students how a recumbent when more material recognize Analysis systems thatofarefilm difficult to conon that has a important it is tovertical. data indicated that the longest inherentlyonbad dynamics. that2.5 seconds.” ave students trol because of stretch two wheelsMake was sure about that the presence of poles and zeros the y, “I have a everyone knowsRobert Schwartz, South Coastin Technology, 1977. e and try it.” right-half plane indicates that there are severe difficulties in with the rear- controlling a system and also that the poles and zeros are The riding influenced by sensors and actuators. This approach, which has been used by one of the authors verly courain introductory classes on control, shows that a basic knowlte of repeated attempts, edge of control is essential for all engineers. The approach also a discussion. illustrates the advantage of formulating a simple dynamic a static point model at an early stage in a design project to uncover potential problems caused by unsuitable system dynamics. a discussion2015-3-18 gned based ount for staof studying on design at an early ccessfully in Rear-wheel steered bicycles aligns with the frame when the speed is sufficiently large. Another experiment is to ride a bicycle in a straight path on a flat surface, lean gently to one side, and apply the steer torque to maintain a straight-line path. The torque required can be sensed by holding the handlebars with a UCSB bike light fingered grip. Torque and lean can also be measured with simple devices as discussed below. The functions The UCSB Rideable Bike KARL ÅSTRÖM the bicycle, mple experile and lean he front fork experiment e front fork This bicycle ravity and ass of the heel with 5.31 Figure 20. The UCSB rear-steered bicycle. This bicycle is ridable as demonstrated by Dave Bothman, who supervised the construction of the bicycle. Riding this bicycle requires skill and dare because the rider has to reach high speed quickly. 2015-3-18 IEEE Control Systems Magazine 41 c K. J. Åström, Delft, June, 2004 ! 5.32 Rear-wheel steered bicycles An unridable bike Klein’s Unridable Bike 2015-3-18 5.33 c K. J. Åström, Delft, June, 2004 ! 31 Rear-wheel steered bicycles Yet to be determined ... 2015-3-18 5.34 Notes and references Skogestad & Postlethwaite (2nd Ed.) Control limitations: sections 5.7 – 5.11 Practical controllability examples: sections 5.13 – 5.15. More on bicycles TU Delft: http://bicycle.tudelft.nl/schwab/Bicycle/index.htm Article: Karl J. ˚ Astr¨ om, Richard E. Klein & Anders Lennartsson, “Bicycle dynamics and control,” IEEE Control Systems Magazine, vol. 25, no. 4, pp. 26–47, 2005. 2015-3-18 5.35
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