4.1. Circles Induced by Magnitude Constraints of Transfer Functions
Control performance constraints imposed on the modulus of the complex function
, represented as the transfer function of an open-loop control system (6), are considered.
where
is the transfer function of the controller and
is the transfer function of the controlled process.
In this context, the complex functions (7) represent, respectively, the transfer function of the complementary sensitivity
and the transfer function of the sensitivity
of the closed-loop system (7).
The function describes the transfer from the input signal to the output of the system and is directly related to the dynamic properties and control performance of the closed-loop system. The function characterizes the sensitivity of the closed-loop system to external disturbances and parametric uncertainty and is a fundamental measure in robust analysis of control systems.
According to Geometric Statement 3.1, constraints on the modulus of complex functions define circular admissible sets in the complex plane. In particular, the imposed frequency domain constraints for
of the form (8) define isomodular circles in the plane of the complex function
(the open-loop system) and can be regarded not as separate cases, but as elements of the same class of geometric constraints, (8).
Condition (9) defines a circle with center at the origin of the coordinate system and radius
in the complex plane of the open-loop system
, (9).
More interesting from the point of view of robustness and control performance are the constraints formulated through the transfer functions and .
For the sensitivity function, using (7), condition (10) is obtained, which defines a circle with center at the point −1 and radius
in the plane of
,
Figure 1.
Accordingly, the performance constraint (11) requires the frequency response of the open-loop system
to lie outside this circle.
For the complementary sensitivity function, using (7), condition (12) is obtained.
For
, condition (12) represents a circle in the plane of
with center
and radius
(13),
Figure 1.
where
lies on the real axis to the left of −1.
Therefore, constraints on the modulus of also induce circular admissible sets in the Nyquist plane of the open-loop system.
In
Figure 1, the different colors denote different types of frequency domain constraints. The green circle with center at the origin corresponds to the isomodular condition
, defined in (9).
The pink circle with center at point -1 and radius represents the sensitivity constraint formulated through (10), (11). The light blue circle corresponds to the complementary sensitivity constraint defined through (12), (13), while the dashed red circle denotes the unit circle.
In accordance with Geometric Statement 3.2, modulus level sets of fractional-linear functions of the complex variable define circles in the complex plane, or in the degenerate case, straight lines. Therefore, the constraints on , , and should not be regarded as geometrically different cases, but as realizations of the same geometric mechanism acting on the modulus of fractional-linear functions of .
In accordance with Geometric Statement 3.3, circular constraints formulated in the frequency domain through modulus inequalities can be interpreted in the s-plane by considering the preimage of the admissible set.
This general geometric principle is used below to investigate the relationship between the isomodular circles shown in the Nyquist plane in
Figure 1 and the locations of the dominant closed-loop poles.
4.1.1. General Case: Local Approximation around a Dominant Pole
Let the closed-loop system
of (6) have a dominant pole
, located in the left half of the s-plane,
Figure 2. About this pole, the complementary sensitivity can be approximated as (14), where
is the residue of the complementary sensitivity
at the dominant pole
, defined as
.
This coefficient characterizes the local influence of the dominant pole on the dynamics of the closed-loop system.
Along the frequency axis
, the approximation (15) is obtained.
The minimum distance between the pole
and the frequency axis is equal to
. Therefore, the maximum value of
can be estimated as (16).
If requirement (17) is imposed, from (16) the necessary condition (18) follows.
Condition (18) has a geometric interpretation as a constraint on the radius of the isomodular circle associated with
(12) and leads to a minimum admissible horizontal distance of the dominant pole from the imaginary axis, denoted in
Figure 2 by
.
This condition should be interpreted as a necessary local condition resulting from the dominant pole approximation.
In
Figure 2, the admissible region for the location of the dominant closed-loop poles is indicated in light pink and corresponds to the geometric condition resulting from constraint (17) through the local approximation (14)–(16). The vertical dashed boundary
follows from the necessary condition (18), obtained from the maximum value of
, given in (16). In contrast to the constraint on
, which is directly related to the presence of oscillatory modes in control systems and allows a direct interpretation of transient behavior through the dominant closed-loop poles, the constraint on
, is used for a direct interpretation of robustness in the frequency domain.
Condition (10) defines the exterior of a circle with center at −1 in the Nyquist plane and can be interpreted as a minimum admissible distance of the open-loop frequency response from the critical point −1, providing a geometric measure of robustness.
It should be emphasized that a direct geometric relationship between the isomodular constraints (8) and the locations of the dominant poles is obtained in this form for the complementary sensitivity
, due to the assumed real closed-loop pole locations. For the remaining modulus constraints (8), such a relationship requires additional assumptions, described in
Section 4.1.2.
4.1.2. Special Case: System with Dominant Second-Order Dynamics
Let a closed-loop system be considered whose dominant dynamics can be described by a second-order model (19).
The dominant poles are located at
in the s-plane, see
Figure 3. It is well known that the maximum value of the modulus of the complementary sensitivity function is equal to the resonance peak, where the damping ratio
appears explicitly in the relation (20).
Expression (20) is valid for
, when a resonance peak exists in the frequency response of the closed-loop system. For
, the maximum of
is attained at
and is equal to unity. If constraint (17) is imposed on the complementary sensitivity function
, inequality (21) follows, which leads to the formation of a lower bound for the damping ratio (22).
It should be noted that condition (22) is meaningful for
, since for the closed-loop system
and constraint of the form
cannot be satisfied. Thus, the constraint on the isomodulus circle associated with
, given in (17), defines an admissible region for the dominant poles specified by the minimum damping condition (22), see
Figure 3.
In
Figure 3, the admissible region for the placement of the dominant poles is indicated in light pink and corresponds to the geometric consequence of constraint (17) for a system with dominant second-order dynamics described by (19). The inclined boundaries of the region follow from the lower bound on the damping ratio given by (22), obtained from inequality (21) and the expression for the maximum of
in (20).
The dominant poles
satisfy the condition
and are located within this admissible region. The second-order case provides a structured realization of the general geometric mechanism discussed in
Section 4.1.1. The isomodulus constraints on the frequency responses, formulated by (17) and represented as circular sets in the Nyquist plane of the complex function
according to (12), lead to geometric quality constraints through the placement of the dominant closed-loop poles, as shown in (18) and (22). This relationship allows frequency domain performance requirements to be interpreted directly in the s-plane without introducing additional criteria, so that the isomodulus circles act as a universal geometric carrier of constraints in control theory.
4.2. Circles Induced by Robustness Margins
The classical stability margins in the frequency domain gain margin (GM) and phase margin (PM) impose constraints on the sensitivity (10) and complementary sensitivity (12) from the point of view of their geometric representation in the complex plane of the open-loop system . The objective is to show that these seemingly different performance and stability measures can be described through a geometric mechanism based on circular admissible sets, in accordance with Geometric Statements 3.1–3.2.
The gain margin
is defined through an admissible scaling of the open-loop system by a factor
, such that the closed-loop system remains stable. In the Nyquist plane, this requirement can be formulated as a condition on the minimum distance between the frequency response of the open-loop system and the critical point −1. For requirement (23) imposed on
, the equivalent condition on the modulus of the function
is obtained in (24).
Condition (24) defines the exterior of a circle with center
and radius
, see
Figure 4 (25).
In a similar manner, the phase margin
PM, although usually formulated as an angular condition at the intersection with the unit circle, also admits an equivalent representation through a constraint on the modulus of the complex function
. Let at the gain crossover frequency
condition (26) be satisfied.
Then (27) can be written.
The distance from this point to the critical point −1 is given by (28).
Therefore, the condition for a minimum phase margin takes the form (29) and is equivalent to a modulus constraint on
(30), which defines the exterior of a circle with center −1 and radius
, see
Figure 4.
The obtained circular constraint (30) is equivalent to the classical definition of the phase margin at the gain crossover frequency . In this way, the phase margin is reduced to a circular constraint in the Nyquist plane and represents a special case of a constraint in accordance with Geometric Statement 3.1.
As shown in section 4.1, the constraints on sensitivity and complementary sensitivity (10) and (12) define circular admissible sets in the complex plane of the function .
In particular, the sensitivity constraint is equivalent to (11), which defines the exterior of a circle with center and radius . The complementary sensitivity constraint (12) leads to a circle with center and radius given by (13).
It is important to emphasize that, despite their different engineering interpretations, the gain margin
, the phase margin
, and the indices
and
lead to constraints of the same geometric type, namely a requirement that the frequency response of the open-loop system belongs to the exterior or interior of a given circle in the complex plane. Let two constraints be represented by circles (31).
The inclusion condition is given by the union of the circles (32), (33) and has a simple geometric form given by (34), which follows directly from the triangle inequality, see
Figure 4.
The condition
means that the admissible set defined by constraint
is included in the admissible set
, so that satisfying the first constraint guarantees satisfaction of the second one.
Condition (34) follows from the triangle inequality (32), see
Figure 4. For the typical case in which the phase of the open-loop frequency response reaches the value −π at a single frequency
, the complex value of
at this point is real and negative and can be written in the form (35).
From the sensitivity constraint (11), condition (36) follows, which leads to the inequality
Since the gain margin
is defined as (37), from (36) the lower bound (38) is obtained.
Equivalently, for a given requirement on the gain margin
, it is sufficient that condition (39) be satisfied.
In geometric terms, this means that the radius of the circle
, associated with the sensitivity constraint (11), is not smaller than the radius of the circle
, associated with the gain margin (24).
Geometrically, condition (40) means that the circle associated with the gain margin (a circle centered at −1 with a smaller radius, shown with a fine dashed line) is entirely included in the circle associated with the sensitivity constraint (a circle centered at −1 with a larger radius, shown with a solid line), as illustrated in
Figure 4.
The robustness and performance requirements defined through the sensitivity constraint (11), the gain margin (23), and the phase margin (29) lead to constraints on the modulus of the complex function
. In particular, the corresponding conditions can be written in the form (41).
where the radii
,
, and
are defined in (25), (30), and (10), (11), respectively.
Therefore, these requirements can be unified into a single combined geometric condition of the form (42).
where the effective radius
is defined as (43).
In addition, the complementary sensitivity constraint (17) defines an additional admissible set in the Nyquist plane, given by a circle with center
and radius
, (44), where the parameters
and
are defined in (13).
Figure 4 illustrates the overlapping circular constraints induced by the different requirements on gain margin
, phase margin
, the sensitivity
, and the complementary sensitivity
in the plane of the frequency response of the open-loop system. The inclusion of one circle within another visualizes the geometric conservatism of the constraints and shows that different robustness requirements may lead to the same admissible region.
The shaded region (the densest area) in
Figure 4 represents the intersection of the circular admissible sets associated with the individual constraints (11), (23), and (29) and defines a common geometric region in the Nyquist plane in which the placement of the frequency response of the open-loop system
constitutes a sufficient condition for the simultaneous satisfaction of the gain margin, phase margin, sensitivity, and complementary sensitivity requirements. Formally, this admissible region can be described by the set (45).
where the effective radius
is defined in (43), with radii
,
, and
given in (25), (30), and (12), respectively, and the parameters
and
defined in (13).
The first condition in excludes a circle centered at the critical point −1, while the second condition constrains the frequency response within the circle associated with the complementary sensitivity, as derived in §4.1.
The classical performance measures gain margin, phase margin, as well as the indices and can be regarded as special cases of the same class of circular geometric constraints. This makes it possible to compare and combine them at a geometric level through circle inclusion conditions and minimum radii that guarantee the simultaneous satisfaction of different robustness requirements.
4.3. Frequency-Dependent Families of Circles
In accordance with Geometric Statements 3.1–3.2, the requirements in the frequency domain formulated through modulus inequalities induce not single circular constraints, but families of circles in the Nyquist plane, parameterized by the frequency
. An illustration of a frequency-dependent family of circles is given in
Figure 5, where the circular boundary varies while preserving the underlying geometric interpretation.
Let a frequency domain constraint be defined in the Nyquist plane of
which for each frequency
induces a circle (46).
The set describes the geometric boundary of the constraint, while the admissible region is defined as the interior or the exterior of this circle, depending on the sign of the corresponding inequality (11).
The corresponding admissible set
is defined as the intersection of the admissible regions
over all frequencies (when the requirement must hold for all
), (47).
The intersection (47) expresses the requirement that the frequency domain constraint must be satisfied for all frequencies , which leads to an admissible set determined by the most restrictive circle in the family.
If requirement (11) is imposed, then, using relation (7), the equivalent condition (48) is obtained.
Therefore, for each frequency
, a circle is obtained in the
- Nyquist plane (49).
In this case, its center
is fixed (50) and the radius
depends on the frequency
(51).
The admissible set
represents the exterior of each circle in the family
, i.e., the frequency response of the open-loop system must lie outside all circles around the critical point
, as shown in
Figure 5.
When the family of circles has a fixed center
(as in the constraints on
,
, and
), the frequency domain constraint can be reduced to a single dominant (most conservative) circle. If the constraint is of the “exterior” type (52), then it is sufficient (and in this case equivalent) that (53) holds, where the critical frequency
is defined by (54).
When and/or vary with the frequency (for example, when and are considered simultaneously), the geometric constraint can no longer be adequately described by a single circle. In this case, the boundary object is the envelope of the family , which defines the actual boundary of the admissible set.
Let
. The circle
is defined by (55).
The envelope of the family is obtained from the system (56). This construction assumes that the functions
and
are sufficiently smooth so that the envelope is well defined.
Equations (56) determine those frequencies at which the current circle is tangent to the boundary curve of the family and thus becomes active, i.e., locally determines the geometry of the admissible region.
The geometric interpretation of conditions (46)–(56) is shown in
Figure 5. The family of frequency-dependent circles
, defined by (46), is illustrated in light pink, where each circle corresponds to a fixed frequency
. The green circle denotes the dominant (worst-case) circle, determined by the maximum value of the radius
according to (53), attained at the critical frequency
, defined in (54). The dashed red curve represents the geometric envelope of the family
, obtained from the tangency conditions (55), (56), which defines the actual boundary of the admissible set in cases where reduction to a single dominant circle is not possible.
In the case of combined frequency-dependent constraints, for example the simultaneous action of sensitivity constraints given by the circle (of “exterior” type) and complementary sensitivity constraints (of “interior” type), the admissible set is defined as the intersection of the exteriors and interiors of the corresponding circles, defined respectively by (46) and the associated frequency-dependent modulus inequalities (11) and (12).
In
Figure 6, a case is considered in which the frequency-dependent constraints on complementary sensitivity are of the “interior” type (
), so that
describe interior circles in the Nyquist plane, while the more general case
and its related geometric generalizations are discussed in
Section 5. In this situation, the active boundary is not determined by a single circle, but by an envelope that may consist of arcs from both exterior and interior circular constraints, active at different frequencies as defined by system (56).
The light blue regions correspond to the frequency-dependent exterior circular constraints induced by conditions of type (11) through the circles , defined by (46). The light pink regions correspond to the interior circular constraints induced by conditions of type (12) for the complementary sensitivity . The black curve represents the active geometric envelope of the combined family of circular constraints, obtained from the tangency conditions (55)–(56). The marked point on the envelope corresponds to the critical frequency , at which the corresponding frequency-dependent constraint becomes active and locally determines the geometry of the admissible set.
Therefore, synthesis can be interpreted as a geometric shaping of the Nyquist locus such that it remains within the admissible region and does not intersect the envelope, while the critical frequency indicates the frequency at which the robustness constraints become determining.
The frequency-domain constraints are thus interpreted geometrically as families of circular sets in the Nyquist plane, parameterized by the frequency . The admissible region is determined by the active elements of this family, which realize the most restrictive condition.
In accordance with Geometric Statement 3.3, these circular sets in the frequency domain are subsequently considered through their preimage in the complex -plane, which allows a direct interpretation in terms of the location of the dominant poles.
4.4. Preimages of Frequency-Domain Circles in the s-Plane
The circular admissible sets in the frequency domain, in the Nyquist plane of the complex function , arise as isomodular level sets of analytic or fractional-linear functions of and are directly related to robust stability and robust performance conditions.
In this subsection, the geometric mechanism is examined through which these frequency-formulated circular constraints are transferred to the -plane, in accordance with Geometric Statement 3. The main objective is to show how frequency domain robustness conditions lead to admissible regions for the location of the dominant poles of the closed-loop system.
4.4.1. Preimage of a Frequency-Domain Circular Constraint
Let the frequency-domain constraint be defined by a circular set in the complex plane of (3). The preimage of this set in the complex -plane is defined as in (5). The resulting set represents an admissible region for the location of the closed-loop poles, obtained from the frequency domain constraint. In this way, frequency requirements are not interpreted in isolation but are translated into geometric constraints on the system dynamics.
Robust stability and robust performance requirements in control theory are most often formulated in the frequency domain through conditions of the form (57) and (58), which define robust stability
and robust performance
, respectively.
The function
is interpreted as a multiplicative perturbation describing the admissible relative deviation of the real system from its nominal model. Due to the modulus form of constraints (57), (58), this multiplicative effect leads to circular admissible sets, where
determines the effective radius of the corresponding constraint without altering its geometric form,
Figure 7. The additive term
models an additive effect that shifts the center of the corresponding circular constraint without changing its circular character,
Figure 7.
These inequalities have the form of modulus constraints on complex functions of
, in accordance with (2), (3) and represent circular admissible sets in the Nyquist plane. The quantity
denotes the magnitude of the frequency response of the nominal open-loop control system at the frequency at which the corresponding robustness constraint becomes active (worst-case), while the radii of the circular admissible sets are determined by the magnitudes of the frequency-dependent multipliers in conditions (57), (58),
Figure 7.
Geometrically,
corresponds to a smaller radius and leads to a nested admissible region with respect to
It should be noted that in the case of robust performance, the circular constraint is combined with an additional condition arising from the additive term
. Geometrically, this results not in a full circle but in an admissible sector of the corresponding circular set, as shown in
Figure 7.
For each fixed frequency
, conditions (57) and (58) define admissible sets in the Nyquist plane which, according to Geometric Statements 3.1–3.2, have a circular character. Let these sets be denoted by
and
, respectively. Due to the presence of the additional term containing the sensitivity
, the robust performance condition is more restrictive, which is geometrically expressed by the inclusion (59).
After intersection over all frequencies, the inclusion of the global admissible sets is obtained (60).
Here
denotes the local admissible set at frequency
, whereas
denotes the global set obtained after intersection over
In
Figure 7, this inclusion is visualized by the embedding of the light-blue region, corresponding to the
admissible set
, within the light-pink region corresponding to the S admissible set, while the darker left region denotes the
admissible set
.
4.4.2. Local Interpretation of the Preimage in the s-Plane
According to Geometric Statement 3, the preimage of a defined set in the frequency domain preserves this inclusion, i.e., (61).
Therefore, robust performance imposes a stricter admissible region in the s-plane, embedded within the region guaranteeing robust stability, i.e., (62).
According to Geometric Statement 3, every circular constraint in the frequency domain, defined by (2), (3), generates an admissible region in the s-plane through its preimage , given by (5). In this way, the frequency domain conditions for robust stability and robust performance ( and ), defined by (57), (58), are interpreted as geometric constraints on the closed-loop poles locations.
In the presence of dominant closed-loop poles, the preimage of the circular frequency domain constraints can be analyzed locally in the s-plane.
(a) Dominant simple pole
Let
be a dominant simple pole of the closed-loop control system. In its neighborhood, the complementary sensitivity
can be approximated as (63).
where
denotes the residue of
at the dominant pole.
Along the frequency axis
, from (63) it follows that (64).
The imposed frequency domain constraint on the complementary sensitivity
(17) leads to the condition (65).
From inequality (65), a minimum admissible horizontal distance of the dominant pole from the imaginary axis follows, expressed by (66).
In this way, the frequency domain constraint on the modulus of the complementary sensitivity (66) is interpreted as a vertical boundary in the s-plane, limiting the admissible location of the dominant pole,
Figure 8a.
(b) Dominant second-order dynamics
For a system with dominant second-order dynamics, the constraint on the complementary sensitivity
, defined by (15), leads to a lower bound on the damping ratio
, which can be written in the form (67).
Geometrically, condition (67) defines a wedge-shaped admissible region in the s-plane, bounded by straight lines forming a constant angle with the real axis, where the angle is related to the damping ratio through the relation .
The obtained geometric interpretation is illustrated in
Figure 8b, where the preimage of the frequency domain constraint on
is shown as a wedge-shaped admissible region in the s-plane.
Figure 8 illustrates the inclusion
both for a dominant simple pole (
Figure 8a) and for second-order dynamics (
Figure 8b), where
is indicated in light blue and
in darker blue.
4.4.3. Admissible Regions for RS and RP and Combined Constraints
The frequency domain constraints RS and RP, (57) and (58), represented as circular sets in the Nyquist plane (
Figure 8a), define through their preimages two admissible regions in the s-plane (
Figure 8b) the region
, guaranteeing robust stability, and the region
, guaranteeing robust performance.
For a dominant simple pole, the robust stability constraint leads to condition (68), while the combined frequency domain constraint for robust performance imposes a stricter boundary (69).
Therefore, the simultaneous satisfaction of the robust stability and robust performance conditions requires (70).
For a control system with dominant second-order dynamics, an analogous combined angular constraint (71) is obtained, which defines a single admissible region guaranteeing simultaneous robust stability and robust performance.
Equations (70) and (71) allow the frequency domain requirements for stability and performance to be used directly in the synthesis, without the need for repeated frequency checks. The design of the control algorithm can be interpreted as the selection of parameters that place the dominant poles inside the admissible region or , defined through the preimage (5) of the frequency domain constraints (57), (58). In this way, frequency domain robust analysis and s-plane analysis can be unified into a single geometric design tool. Thus, the frequency domain constraints and obtain a direct interpretation as geometric conditions on the location of the dominant poles.
4.5. Circular Constraints and Performance Indices
The circular constraints in the frequency domain used for robust stability and robust performance , defined by (57) and (58), impose direct numerical constraints on the most commonly used time domain performance indicators of the closed-loop control system, namely the settling time and the percent overshoot . Unlike the classical time domain analysis, where speed of response and overshoot are evaluated through transient responses, here these indicators are interpreted geometrically through the admissible regions in the s-plane obtained from the preimages (5) of the circular constraints defined in the frequency domain.
Let the closed-loop system
have dominant second-order dynamics described by the complex conjugate pair of poles (19). The classical time domain performance measures of the closed-loop control system can be approximated by the following relations, valid for dominant second-order dynamics (72).
The frequency domain constraint for robust stability introduced in (17) and used locally in (65), through the local approximation around the dominant closed-loop pole (50), leads to the estimate along the frequency axis (64). From inequality (65), a minimum horizontal distance of the dominant poles from the imaginary axis follows, expressed by (66). The geometric constraint (66) directly provides numerical bounds on the time domain performance indicators. In particular, using the relation for the settling time given in (72), an upper bound on the settling time is obtained (73).
From (73), a lower bound on the undamped natural frequency
follows (74).
In addition to the constraint on the real part (66), for dominant second-order dynamics the frequency domain constraint on the complementary sensitivity (17) also leads to a lower bound on the damping ratio
, as obtained in (22). Since the percent overshoot
is a monotonically decreasing function of
for
, it follows from (72) that constraint (22) leads to an upper bound on the overshoot (75).
where
) is (22).
Therefore, a circular constraint in the frequency domain for robust stability
, defined by (17), imposes direct constraints on the speed of response and the settling time of the closed-loop control system, without the need for a separate time domain analysis,
Figure 9.
Figure 9 illustrates the geometric interpretation of the constraints induced by the circular condition (17) in the s-plane and based on (73)–(75). The light blue region represents the admissible area defined by robust stability
, determined by the minimum horizontal distance
. The inclined boundaries forming the wedge-shaped pink region correspond to the minimum damping condition
and determine the admissible overshoot of the closed-loop control system. The overlapping purple region shows the set of dominant closed-loop pole locations for which the requirements on both speed of response and overshoot, derived from the considered frequency domain circular constraint (17), are simultaneously satisfied.
The requirement for a maximum admissible overshoot of the closed-loop system (76) leads to a lower bound on the damping ratio
, which follows directly from the classical relation between
and
, given in (72), and can be written in the form (77).
Condition (77) defines a wedge-shaped admissible region in the s-plane, bounded by straight lines forming a constant angle with respect to the negative real axis, as illustrated in
Figure 9.
In an equivalent geometric form, using the relationship between the parameters of the dominant dynamics, inequality (77) can be written as an angular constraint (78).
which determines admissibility along the
axis, visualized in green in
Figure 9.
It should be emphasized that the
constraint (78), shown by the green lines in
Figure 9, is not an additional independent condition, but an equivalent representation of the angular constraint
, i.e., of
. In this way, the requirement for limited overshoot is interpreted as a purely geometric condition in the s-plane, without the need for a direct reference to the transient response of the system.
The combination of the circular constraint in the frequency domain for robust stability
, defined by (17) and interpreted geometrically through the minimum horizontal distance (66), and the requirement for limited overshoot
, formulated by (76) and equivalent to the angular constraint (77), (78), leads to a system of geometric conditions for the location of the dominant closed-loop poles in the s-plane (79).
where
is defined in (66), and
in (77).
Geometrically, this means that the admissible locations of the dominant poles are determined as the intersection of the regions associated separately with the conditions and . Robust stability manifests geometrically as a requirement for a minimum horizontal distance of the dominant poles from the imaginary axis, , while robust performance manifests through an angular constraint associated with the minimum damping ratio and limited overshoot.
System (79) defines a combined admissible region in the s-plane, obtained as the intersection of the vertical boundary , derived from the frequency domain requirement for robust stability (blue), and the wedge-shaped region determined by the minimum damping ratio (pink).
The overlapping purple region in
Figure 9 represents precisely the combined admissible set
.
The blue region reflects the constraint from (66), the pink wedge-shaped region corresponds to the condition given in (77), and the overlapping purple region represents the combined admissible set . The green horizontal lines show the equivalent representation of condition (78) along the axis.
While in the s-plane the dominant dynamics is described through the real and imaginary parts of the poles , for the purposes of performance analysis and design it is more convenient to parameterize the same dynamics using the damping ratio and the undamped natural frequency .
The two representations are equivalent to dominant second-order dynamics and are related through the relations
and
. From the combined geometric conditions for robust stability and limited overshoot, formulated by (66), (77), and system (79), an explicit lower bound on the undamped natural frequency of the closed-loop control system follows (80).
where
is defined in (66), and
in (77).
Bound (80) follows directly from the relation , valid for dominant second-order dynamics, and from the combined conditions and .
Inequality (80) defines the projection of the combined admissible region
onto the parameter space
, which can be described by the set (81).
Geometrically, the set
represents an admissible design region in the parameter space of the dominant dynamics, within which the requirements for robust stability and limited overshoot are simultaneously satisfied, as shown in
Figure 10. In this way, the robustness constraints defined in the frequency domain are translated into direct conditions on the parameters
and
, allowing the design problem to be formulated as the selection of parameters within an admissible region, without the need for iterative frequency or time domain analysis.
The vertical boundary follows from the constraint on the maximum allowable overshoot, while the nonlinear boundary is the projection of the vertical boundary in the root plane. The shaded region defines all combinations that guarantee simultaneous satisfaction of the requirements for robust stability, robust performance, and the corresponding direct performance indicators related to speed of response.
The circular constraints in the frequency domain, used for robust stability and robust performance, impose not only frequency domain conditions but also specific numerical bounds on the direct performance indicators of the closed-loop control system. These constraints lead to explicit estimates for the maximum overshoot, the minimum speed of transient response through the settling time, as well as for the admissible values of the dominant dynamics parameters and .