1. Introduction
The second order plus time delay (SOPTD) system representation is extensively utilized in the literature because it accurately represents the dynamics of numerous practical industrial applications such as temperature controllers and DC motors. However, long-time delays complicate such systems’ control problems as these delays cause uncertainty and slow responses with larger overshoots. Further, the presence of poles on the right-hand side or at the origin of the s-plane adds another complexity to the control design problem. Thus, a robust control approach is required to regulate such systems [
1].
PI-PD controllers are strong candidates relative to PID controllers to solve the control mentioned above difficulties [
2]. They use the PD part in an inner feedback loop to shift the poles of a process to a more desirable location so that the PI part can control it more effectively in the forward path [
3]. Compared to typical PI/PID controllers, PI-PD controllers perform better, especially when it comes to controlling unstable and integrated processes. They also provide the designer more flexibility to enhance closed-loop performance because PI-PD incorporates four adjustable parameters [
4]. However, because four controller parameters need to be adjusted, constructing a PI-PD controller is a difficult task [
5]. Only a few applications have made use of the PI-PD controller due to the difficulty of calculating those four parameters [
6]. In addition, compared to PID controllers, this controller’s design has received comparatively less study attention [
7]. Therefore, more research on this type of controller is still necessary.
Utilizing the stability region approach to calculate all stabilizing controller gains is a widely researched topic (see [
8,
9,
10,
11] for examples). Since it provides straightforward and useful tuning guidelines and gets around the challenge of tuning the PI-PD controller, many researchers have recently explored using the centroid point of the stability region, which can be calculated by using the centroid of convex stability region (CCSR) [
12] or the weighted geometrical center (WGC) approaches [
13,
14], to adjust the parameters of PI-PD controllers. Additionally, it has been suggested that the controller evaluated using the centroid point may produce robustness against parameter fluctuations, faster perturbation rejection, and improved set-point tracking [
15,
16]. WGC and CCSR have just lately been used to graphically adjust the PID controller’s gains, which are intended to control systems with non-integer order delay [
17]. Additionally, a comparison study of the PI-PD controller tuning techniques employing CCSR and WGC has recently been conducted [
14]. Because CCSR and WGC approaches have only been applied to specified transfer functions in the above-mentioned literature, they share the common drawback of requiring the design process to be repeated whenever the transfer function changes. This might be time-consuming for controller engineers and might require mathematical knowledge. The user-selected step size to be employed in the design phase causes a computational load, which is a unique drawback of the WGC approach [
12]. Additionally, if the time lag is particularly significant, the WGC approach may yield an incorrect centroid location because of its sensitivity to the chosen step size [
18]. The graphical way of determining the centroid location is a drawback unique to the CCSR approach [
4]. Additionally, novel methods for determining a fractional order controller’s stability region’s centroid point have recently been introduced [
19,
20]. In addition, the centroid point has recently been used in the controller parameter design for DC–DC boost converters [
21]. Nevertheless, the centroid point is still obtained graphically in all of the aforementioned stated approaches, which is laborious.
To remove the above-mentioned disadvantages of centroid point approaches, analytical tuning rules have been recently suggested [
3,
4,
16,
18,
22]. However, these approaches have not considered incorporating a centroid point based on a robust design method. In fact, since the original work that formulated the stability region’s formulas for time delay systems and PI-PD controllers, as documented in Ref. [
23], the majority of researchers have tuned these controllers using graphical approaches without taking analytical ones into account. Furthermore, robust design techniques as previously discussed have not taken into account analytical methodologies. Therefore, the main goal of this paper is to design a robust tuning rule based on the centroid point, which can specifically withstand the system parameter uncertainties and provide acceptable settling times and overshoots. The primary contributions made by this work are:
Relative to the centroid point approaches reported in Refs. [
3,
4,
16,
18,
22], the proposed method incorporates a robust design approach based on predefined gain and phase margin boundaries, which gives the designer more flexibility to obtain the desired control performances.
Relative to the centroid point approaches reported in Refs. [
12,
14,
19,
20], the proposed methods are analytical and not graphical, which saves time and is easy to implement on the industrial level.
Compared to the centroid point derived based on a robust design technique for DC–DC converter control published in Ref. [
24], the suggested approach is analytical and does not call for any graphical adjustments. Furthermore, any system that can be represented as a stable SOPTD can use the suggested approach.
To conclude, proposing an analytical robust design method for designing the gains of the PI-PD controller is the main contribution of this paper. This is the layout for the rest of the paper. The next part explains the PI-PD controller structure. The suggested methodology is expounded upon in
Section 3.
Section 4 describes the simulation and the real-time results. The last section deals with conclusions.
3. Proposed Approach
The gain-phase margin tester,
, is added to the forward path to find boundaries in the general stability boundary corresponding to the predetermined gain and phase margins.
Figure 2 shows the structure of the PI-PD controller after adding the tester [
23].
The following closed-loop characteristic equation can be used to characterize the inner feedback loop shown in
Figure 2, which is made up of the PD controller transfer function,
, and the process transfer functions,
:
In the parameter space methodology, the root of a stable polynomial has three ways of crossing over the imaginary axis and becoming unstable. The real root boundary, the infinite root boundary, and the complex root boundary are the three boundaries that these ways define [
4]. To find the real root boundary, we solve Equation (4) with
s = 0 and
. Therefore,
defines the boundary. Since the controller parameters are absent from the coefficient of
, the infinite root boundary cannot be part of the stability region. To find the complex root boundary, we enter
,
, and
into Equation (4) as given below:
The imaginary and real components in Equation (5) are then split and equaled to zero. Consequently, the following equations can be obtained:
The expressions that follow can be obtained by solving Equations (6) and (7) for
and
:
The inner feedback loop’s stability region is defined by Equations (8) and (9) and the line
. By varying
throughout the range of
, Equations (8) and (9) are utilized to construct the stability region.
is a small number that is used to avoid dividing by zero in Equation (8), while
is found by taking the first root of the equation:
. The adjusting point of the PD controller can be found using the mathematical relations in the range of
[
18]:
The integrations provided in Equations (10) and (11) should be used to analytically calculate the settings of the PD controller. Also, the same mathematical relations will be used later for finding the settings of the PI controller. Considering
,
, and
which is given in Equation (8), and
which is given in Equation (9), the gains of the PD controller are analytically computed using Equations (10) and (11). Thus, the following expressions are obtained and used to find the setting of this controller:
Here, it is important to illustrate that the first three terms of the Taylor series are used for approximation and consequently achieving the integration action in Equation (13). The first three terms of the Taylor series are selected as they can provide good computation accuracy without introducing mathematical complexity. To compute the controller parameters using Equations (12) and (13), one should first identify the parameters of the SOPTD system reported in Equation (3). After that, should be computed by taking the first root of the equation: . This can be achieved by using a scientific package such as MATLAB.
To find the PI controller parameters
and
, the outer loop’s characteristic equation is given below:
Afterward, the real root boundary, the infinite root boundary, and the complex root boundary are determined. For the outer loop, the real root boundary is found by solving Equation (14) for
s = 0 and
. Thus, this boundary is defined by
. The infinite root boundary cannot be a component of the stability zone since the controller’s settings are missing from the coefficient of
. The complex root boundary is found by entering
,
,
, and
into Equation (14). After that, imaginary and real components are split to obtain the following equations:
The complex root boundary’s equations are given by solving Equations (15) and (16) for
and
as follows:
The line
and Equations (17) and (18) are used to determine the stability region of the outer loop. To plot Equations (17) and (18),
is changed throughout the range of
, where
is found by equating Equation (18) to zero and taking the first solution. After applying the formulae from Equations (10) and (11) to Equations (17) and (18), correspondingly, the settings of the PI controller are determined as follows:
One can find the controller parameters using the flowchart shown in
Figure 3. Here, it is important to mention that no approximations have been used to find Equations (19) and (20).
4. Simulation and Real-Time Case Studies
Three simulation case studies and a real-time application will be shown in this section. The PD controller’s derivative component with the form , where , is used for noise rejection and practical application. To ensure a fair comparison with the methods in the literature, the derivative filter will also be introduced to all literature techniques under consideration. The examined approaches are numerically evaluated using the gain margin, the phase margin, the integral of absolute error (IAE), , and the total variation (TV), .
Case study 1: A DC–DC buck converter, which is shown in
Figure 4, is studied here. The identified transfer function of this system is
[
25]. The suggested method for different predefined gain and phase margin boundaries is applied to find out the controller settings using the procedures shown in
Figure 3.
Table 1 summarizes these settings’ values as well as the PID controller’s values reported in Reference [
25].
Figure 5 and
Figure 6 show the stability region with computed centroid points using the proposed method for inner and outer loops, respectively.
Figure 6 shows the stability region for three predefined scenarios of the gain and phase margin boundaries, which are
,
, and
. The scenario corresponding to
means that no gain and phase margin boundaries are included in the design of the centroid point. First, the described controllers are assessed using the system parameters’ nominal values. Specifically, at t = 0 s, the system is given a unity step input. Additionally, at t = 0.02 s, a disturbance with an amplitude of 0.3 is introduced into the closed-loop system.
Figure 7 illustrates the output voltage responses of the assumed scenarios along with the PID [
25] and their control signals. From the figure, all the proposed scenarios give better results in terms of generating small overshoots relative to the PID controller [
25], which appears to consume more energy with possible oscillation, as is clear in
Figure 7b. İn fact, the overshoot and observed oscillations of the PID controller [
25] might be a source of instability in practical implementations. On the other hand, the proposed method does not have an overshoot, which might make it more suitable for real-time applications. Additionally,
Figure 7a shows that the proposed scenarios
relative to other scenarios and PID [
25] quickly rejects the injected disturbances into the closed loop with an amplitude of 0.3 at t = 0.02 s. Thus, one might conclude that the proposed method, due to the freedom in the selection of the predefined values of the gain and phase margins, has the flexibility to be tuned by control engineers to generate the desired performances according to the application in hand. This can be seen numerically in
Table 1, in which one of the proposed scenarios has at least the smallest values for IAE or TV. The optimal values of the gain and phase margins lie in the ranges
and
, respectively [
4]. Therefore, it seems from
Table 1 that the proposed method with all the investigated scenarios provides optimum values of the gain and phase margin relative to the PID controller [
25], which has a gain margin of less than 2. The numerical observations, given in
Table 1, illustrate again how the proposed method is flexible in terms of providing different desired control performances.
To evaluate the effectiveness of the approaches under evaluation in the event of a situation where the system parameters change, another test is carried out. This test is particularly important to show how the suggested method gives a robust performance against parameter uncertainties. To show the benefits of incorporating the predefined gain and phase margin boundaries into the proposed method, the system parameters
,
,
, and
are changed by 500%. The system’s parameters are changed by 500% since the reported controllers start to show a noticeable influence.
Figure 8 displays the findings of this experiment. It is evident that, in contrast to PID and scenario
, which display oscillatory behavior and the potential to lose stability, scenarios
and
maintain system stability with a very small overshoot. To sum up, the suggested scenarios examined in
Figure 7 and
Figure 8 demonstrate that the suggested approach gives the control engineer the flexibility and opportunity to choose the most suitable control performance, potentially weighing fast-tracking against robust performance in the face of system parameter fluctuations. This possibility is not available in the centroid tuning methods reported in Refs. [
3,
4,
16,
18,
22], which forms the main contribution of this paper in addition to the analytical nature of the proposed method.
Case study 2: A position control problem for a DC motor is considered in this case study. The identified transfer function of the DC motor position is
[
26]. The parameters of the proposed method for the assumed values of
are computed using the steps given in
Figure 3. The fractional order PI controller (FOPI) [
26] and the PI-PD controller adjusted by CCSR [
4] are used to compare the performance with the suggested approach.
Table 2 contains a list of all the reported controller settings values together with the values of performance measures.
First of all, the investigated methods are tested using the nominal parameters and by applying a unity response and unity disturbance at t = 0 s and t = 3 s, respectively.
Figure 9 displays the outcomes for this test. It is clear from the figure that FOPI [
26] has poor performance with oscillatory response and long settling times. On the other hand, the proposed method offers a quick response with zero overshoot and a similar disturbance rejection capability relative to PI-PD [
4], which has an oscillatory transient response. Also, the PI-PD [
4] consumes more energy relative to the proposed controller as seen in the control signals given in
Figure 9b.
The second test for the methods under investigation includes introducing parameter perturbations. By introducing 30% uncertainties in all system parameters, the benefits of incorporating the predetermined gain and phase margin boundaries into the design procedures of the proposed method are demonstrated in
Figure 10. From the figure, the suggested strategy is the only one that can continue to function well even when there are fluctuations in the system parameters, while other approaches lose their stability entirely. This makes the proposed method suitable for controlling systems that have changing parameters.
The third test for the reported methods is performed using a variable input consisting of square and sinusoidal signals, as shown in
Figure 11a. One can see from the figure that the proposed method has decent performance without introducing oscillations or overshoots. As can be observed from the IAE readings for the variable input given in
Table 2, the PI-PD controller [
4] provides the fewest tracking errors; but, as
Figure 11a,b makes evident, it exhibits oscillatory transient responses. This might lead to instability in real-time scenarios. Also, the FOPI controller [
26] has a response with overshoots and oscillations, as noticeable in
Figure 11a. Thus, one can conclude that only the proposed method can give suitable performance without overshoots and oscillations and with reasonable tracking of errors.
The TV values, listed in
Table 2, show that the proposed method has the smoothest control signal for servo or regulatory responses for both types of control signals. The IAE values presented in the same table demonstrate that, for either servo or regulatory responses, the suggested approach offers a trade-off performance between the strategies described in Refs. [
4,
26] for all the input types. However, different gain and phase margins might be chosen if control engineers want a different level of intended performance. This is because the suggested method has the flexibility to do so as shown in case study 1. Also, the proposed method has optimal values of the gain and phase margins relative to the other methods as clear from
Table 2. To conclude, the above observations demonstrate, yet again, the flexibility, robustness, and importance of the suggested approach.
Case study 3: An industrial temperature control based on a heat exchanger, displayed in
Figure 12, is considered under this case study. A shell-and-tube system is used to transfer the heat from a primary to a secondary flow. The process control goal is to maintain the secondary flow point’s temperature by regulating the primary flow. The system’s recognized transfer function is
[
2]. By following the methods shown in
Figure 3, one can calculate the settings of the suggested technique for assumed scenarios of
and
. The values of these settings are summarized in
Table 3, together with the reported values of the PI-PD controller plus the Smith predictor reported in reference [
2]. PI-PD-SP is the abbreviation for the PI-PD controller plus the Smith predictor [
2] in this case study. The goal of the comparison between the proposed method and PI-PD-SP is to show that the proposed method can perform well in the presence of long time delays, even though it has not incorporated another technique for handling the long time delay such as the Smith predictor.
Different tests are performed to test the proposed method. In the first test, a unity step input and disturbance with an amplitude of 3 are applied at t = 0 s and t = 80 s, respectively. The outcomes of this test are shown in
Figure 13. The second test includes introducing variable input in the form of square input as shown in
Figure 14. The third test is similar to the first one but after introducing 70% model uncertainty in the time delay. Its results are shown in
Figure 15. The following observations are noted based on
Figure 13,
Figure 14 and
Figure 15, as well as the performance metrics listed in
Table 3:
As seen in
Figure 13 and
Figure 14, the suggested scenario,
, provides somewhat similar responses and results to the PI-PD-SP controller [
2], even though it does have an additional mechanism to tackle long time delays.
In contrast to PI-PD-SP [
2], which completely loses stability under 70% variations in the time delay as clear in
Figure 15, the suggested scenarios
and
can keep the system stable with a satisfactory performance. Also, the robustness of the proposed method can be numerically seen from the real values of the gain and phase margin provided in
Table 3.
As can be observed from the TV values listed in
Table 3, the suggested scenarios provide smoother control signals. Furthermore, as shown in
Figure 13b and
Figure 14b, the suggested method uses less control power for the transient response than the PI-PD-SP [
2].
Experimental results: Here, the proposed technique is tested using a real-time trial on a TRMS. The dynamics of the nonlinear TRMS system are comparable to those of a helicopter. As seen in
Figure 16, it comprises two DC motors that drive the pitch and yaw propellers at the ends of a beam. The yaw rotor produces horizontal revolution on the yaw axis, whilst the pitch rotor is in charge of the upward motion on the pitch axis. There is a noticeable cross-coupling between the rotor’s actions, with each rotor affecting both angles. The yaw transfer function of yaw angle is identified as
[
4]. On the other hand, the transfer function of the pitch angle is identified using the input and output data as
.
The suggested method in
Figure 3 is used to compute the settings of the yaw and pitch PI-PD controllers using the assumed scenarios
and
, respectively. The proposed controller is implemented using the diagram shown in
Figure 17. The PID controller described in Ref. [
27] is contrasted with the suggested approach.
Table 4 displays the IAE values together with the parameters for every method that has been reported. To ensure a fair comparison, it is vital to note that every controller evaluated is subjected to identical implementation conditions. An example of these conditions might include the absence of external disturbances such as wind.
The real-time outcomes for concurrently controlling the pitch and yaw angles are shown in
Figure 18 and
Figure 19. The simulation outcomes for the suggested method are also displayed in
Figure 18a and
Figure 19a. Interestingly, the proposed method yields somewhat similar real-time and simulation results, even though the TRMS is a highly nonlinear system with coupling effects that may be challenging to model using low-order transfer functions. The suggested approach exhibits rapid responses with shorter settling times and overshoot, particularly for the yaw response, as seen in
Figure 18. Additionally,
Figure 18b and
Figure 19b demonstrate how much less energy the suggested controller uses than the PID controller [
27]. Furthermore, even though the suggested approach is primarily suggested for single-input single-output systems, the suggested controller could continue to function well considering the existence of coupling influences between yaw and pitch angles. This is explained by the flexibility of the suggested approach, which enables the designer to use predetermined gain and phase margin boundaries to achieve the desired performance.