What is Root Locus | Rules for drawing root locus | Stability


Introduction

While analysing a control system, the very first investigation that needs to be done is, whether the system is stable or not since an unstable system can never perform the task it is made for. However, the determination of stability of a system is necessary but not sufficient, as a stable system with low damping, large settling time etc. is still undesirable.
The Routh criterion gives satisfactory answer to the question of absolute stability  but its application in determining the relative stability is difficult. Therefore, another method called Root Locus technique is used which enables the control system designer to visualize the effects of varying various system parameters on absolute and relative stability of the system.



What is Root Locus ?


The root locus is defined as the locus of the roots of the characteristic equation as the gain K is varied from zero to infinity.
Though, the variable can be any other quantity like damping ratio but usually gain K is the variable.
Let    (S+3)(S+2)+K(S+1) = 0   , be the characteristic equation.
If you vary K from zero to infinity and mark the corresponding S-values obtained for each value of K and then join them, you get the root locus.


Rules for drawing Root Locus

Let,     NP= number of open-loop (OL) poles and
           NZ= number of OL  zeros.

(1) The root locus is always symmetrical about the real axis.

(2) Total number of root locus branches is equal to the maximum of the number of OL poles and OL zeros.
i.e  Total number of root locus branches = max ( NP , NZ ) 

(3) If NP > NZ , ( NP-NZ ) branches end at infinity with K=∞. If NP < NZ , ( NZ-NP ) branches come from infinity with K=0. If NP = NZ , all branches start from OL poles and end at OL zeros.
 
(4) As gain K increases from zero to infinity, each branch of the root locus starts from an OL pole with K=0 and ends either at an OL zero or at infinity with K= ∞ .



(5) The branches of the root locus which tend to infinity, do so along  straight lines called asymptotes.

(6) The asymptotes cross the real axis at a common point known as centroid and its value is calculated as

root locus centroid formula


(7) The asymptotes cutting real axis at centroid, makes certain angles with the +ve direction of the real axis in anticlockwise direction. The angles are calculated as



(8) A point on real axis lies on root locus, if the number of    OL poles+OL zeros   , to the right of the point is odd.

(9) The breakaway points (points at which two or more root locus branches meet) of the root locus are the solutions of (dK/ds)=0  
Note :-  Not all roots of the equation   (dK/ds)=0  correspond to the actual  breakaway points. Only those roots which satisfy angle  criterion are the breakaway points.


(10) Number of root locus branches approaching a breakaway point = Number of root locus branches leaving that breakaway point.




(11) The root locus branches leave a breakaway point at angles given by  ±1800/r  
Where,  r= number of root locus branches approaching a breakaway point


(12) The angle of departure (angle which a root locus branch starting from an open loop pole, makes with a line parallel to the real axis, in the counter clockwise direction) is given by
ΦA = ±1800+ Ï´
Where, ϴ = Σangles subtended by OL zeros - Σangles subtended by OL poles


(13) The angle of arrival (angle which a root locus branch ending at an open loop zero, makes with a line parallel to the real axis, in the counter clockwise direction) is given by
ΦA = ±1800- Ï´
Where, ϴ = Σangles subtended by OL zeros - Σangles subtended by OL poles


(14) Intersection of the root locus branches with the imaginary axis (jw-axis) can be determined as :-

Method-1 :- By use of Routh criterion.
Method-2 :- By simply replacing S with jw in characteristic equation and solving it. The equation will have two variables, gain K and frequency w. From solution values of K, take only those values of K which are greater than zero because K cannot be -ve.


(15) The value of gain K at any point S on the root locus can be found out as



This is nothing but another form of magnitude criterion.


Root Locus Stability Condition

All values of gain K for which root locus lies to the right side of jw-axis in s-plane, the system is unstable.



Ex:-  Let our root locus be as shown below.

Root Locus Stability


Let the value of gain K at the intersection of root locus with jw-axis be 210.
Then from root locus, it is noted that for K>210, the two branches have positive real parts, therefore, the system is unstable for K>210 or stable for K<210.
At K=210, the root locus is on jw-axis, therefore, system is marginally stable.