It's not enought to know that a system is stable or unstable. If
a system is just barely stable, then a small gain in a system parameter
could push the system over the edge, and you will often want to design
systems with some margin of error.
If you're going to do that, you'll need some measure of how stable a system
is. To get such measures - and there are at least two that are widely
used - we will have to re-visit the Nyquist stability criterion.
Goals
For This Lesson
This lesson has straightforward goals. You need to be able to determine
how to get measures of relative stability, and this lesson will introduce
two measures - phase margin and gain margin. That leads to these
goals.
Given
a linear feedback system,
Be able to determine the phase margin for the system using either a Nyquist
plot or a Bode' plot.
Be able to determine the gain margin for the system using either a Nyquist
plot or a Bode' plot.
How
Stable Is That System?
Here's a Nyquist plot for a system. Let's say it is a plot of KG(jw)H(jw).
How stable is this system?
We've marked two points.
The zero db/unit circle
crossing.
That's marked with a small
orange circle.
The - 180o
crossing.
That's marked with a small
blue circle.
But, the most important
point is the point at -1
Here's a clip.
As the clip plays, the
gain of the system increases.
The blue dot shows the
-180o crossing.
The red dot shows the
0 db - unit circle - crossing.
As the clip plays, you
can see that the system becomes unstable, and the system does not satisfy
the Nyquist stability criterion.
How
Stable Is This System?
Now, let's answer this question. For a some given value of gain,
"How stable is this system?".
To answer the question
we need a numerical measure of stability.
It seems very natural
to use the -180o crossing and the 0 db crossing
to form a numerical measure.
In each case, we can devise
a numerical measure of how far the system is from going unstable.
We will examine two stability margins that measure how far the system is
from instability.
Phase
Margin
Phase margin is the most widely used measure of relative stability when
working in the frequency domain. On a Nyquist plot we examine the
unit circle (which is just all those points that have a magnitude of 1)
and we can see that the system we intuitively think of as less stable is
closer to the -1 point when we measure distance along the unit circle (which
goes through -1).
We define phase
margin as the angle that the frequency response
would have to change to move to the -1 point.
The two different gains
shown for the Nyquist plot below would lead to two different phase margins.
The system with the frequency response with the dashed line is less stable.
To measure phase margin, we measure the angular difference between the
point on the frequency response at the unit circle crossing and -1800.
Here is an example system.
Here, we cam compute the phase margin.
We see that:
tan(fm)
= 1.7
fm
= 59.5o.
Intuitively,
this satisfies our conception of what a measure of stability should be.
When the phase margin is large, the system is more stable. When the
phase margin is zero, the Nyquist plot goes right through the -1 point
and the system is on the verge of instability and oscillation.
Gain
Margin
Gain margin is another widely used measure of relative stability when working
in the frequency domain. On a Nyquist plot we examine the -180o
crossing and we can see that the system we intuitively think of as less
stable is closer to the -1 point when we measure distance along the negative
real axis.
We define gain margin
as the amount that the frequency response would have to increase to move
to the -1 point.
The two different gains
shown for the Nyquist plot at the right would lead to two different gain
margins. The system with the frequency response with the dashed line
is less stable.
To
measure gain margin, we measure the amount that the frequency response
can be increased to bring it to the -180ocrossing.
Here is a Nyquist plot for an example system.
Here, the gain margin
is hard to determine when we see the entire plot - a common fault when
using Nyquist plots.
Expand the plot, realizing
we will lose part of the plot in the process, but we will focus on the
negative axis crossing.
Here is the expanded plot.
Now we can see that the
Nyquist plot crosses at about -0.18.
That means that you can
increase the gain by a factor of 1/.18 before the system becomes unstable.
That's a factor of 5.55
The gain margin is 5.55
This is an intuitively
pleasing definition of a measure of relative stability.
There's
one more thing to note.
Gain margin is usually
specified in db. For a gain margin of 5.55 - the factor you can increase
gain by - the gain margin, in db, is:
20 log10(5.55) = 14.8
db
Interpreting
Phase and Gain Margin On A Bode' Plot
Finally, we need to note that most design of this type is done using Bode'
plots, and we need to be able to interpret phase margin and gain margin
on Bode' plots of frequency response. Next we will consider how to
measure phase and gain margin on a Bode' plot. Remember these points.
Phase margin is just the
difference between -180o and the actual phase angle
of the frequency response function, KG(jw)H(jw),
measured at the frequency where the magnitude of the frequency response
function, |KG(jw)H(jw)|,
is equal to one. On a Bode' plot that frequency is the zero db crossing
frequency.
Gain margin is just the
amount of gain that you can add to move the zero db crossing to occur at
the same frequency as the -180o crossing.
Phase margin is just the
difference between -180o and the actual phase angle
of the frequency response function, KG(jw)H(jw),
measured at the frequency where the magnitude of the frequency response
function, |KG(jw)H(jw)|,
is equal to one.
On a Bode' plot that frequency
is the zero db crossing frequency.
Let's
examine a sample Bode' plot.
On this Bode' plot, the
low frequency gain - in db - is about 14 db.
The zero db crossing occurs
near f = 0.42 Hz.
At the zero db crossing,
the phase is almost right at -150o,
So the phase margin is
+30o.
Interpreting
Gain Margin On A Bode' Plot
Gain margin is just the
amount of gain that you can add to move the zero db crossing to occur at
the same frequency as the -180o crossing.
On this Bode' plot, the
-180o crossing occurs at f = 0.6 Hz.
At that point, the magnitude
plot is at approximately -6.5 db, so the gain can be increased by 6.5 db,
and 6.5 db is the gain margin.
How
Do You Use These Concepts?
Gain margin and phase margin are measures of relative stability.
As such, they are things that can be specified. A system may be specified
to have a phase margin of at least 40o, for example,
or the gain margin might be specified to be 10 db. In designing control
systems it is not at all uncommon to have to design to specified gain and
phase margins.
The idea here is that someone purchasing a system may have a pre-conceived
idea of the amount of stability that they want in a system. It may
be that in their experience certain amounts of phase margin correspond
to certain other kinds of behavior in their particular kind of system.
For example, in a certain kind of aircraft attitude control system, and
phase margin may be strongly correlated with overshoot in certain maneuvers,
and by specifying phase margin the person specifying may really be trying
to control other aspects of behavior that cannot easily be computed during
the design.