Once a system has been installed, it often becomes necessary to develop a way to control its operation. Control systems, in their simplest form, are present all around us in everyday life. Consider a lighting system for a room: once the wiring is complete and the lightbulb is installed, there is still a need to control when the light turns on (at night) or off (during the day). A common solution is a light switch, which forms the basis of a type of control system known as open-loop control.
In open-loop control, the user sets a desired output—in this case, turning the light on or off—and the system executes this action. The light switch directly dictates the state of the lightbulb, which relies solely on the user's input. For basic lighting needs, this open-loop approach is often sufficient. However, open-loop systems operate without feedback; they don't monitor the actual output (light being on or off) or the surrounding environment to adjust their operation.
In more complex scenarios, it can be beneficial for the lighting system to be "aware" of its surroundings. For instance, large institutions with multiple rooms may experience erratic human behavior—rooms may be occupied at unpredictable times, or people may forget to turn the lights off when leaving. In such cases, relying solely on human "control" may not be efficient— leading to large energy waste. In a case where there is a need to ensure consistent day and night lighting without human intervention, closed-loop control systems become increasingly valuable.
Closed-loop control systems incorporate sensors to gather information about their surroundings. Using an ambient light sensor as an example, the system can sense the level of natural light. This sensor information provides feedback, allowing the system to monitor the actual output or environmental conditions. Based on this feedback, the control system can then automatically adjust the output to achieve the desired outcome. For instance, if the ambient light sensor detects low light levels (e.g., at night or on a cloudy day), the system can automatically turn the lights on. Conversely, if sufficient natural light is present, the lights can be turned off, even without direct user input at that moment. This reliance on sensor feedback is the defining characteristic of closed-loop control, enabling more automated and responsive system behavior.
At its core, a closed-loop control system involves three key components: a sensor, a controller, and an actuator. The sensor measures the current state of the system (e.g., light level), the controller processes this information and determines the appropriate action, and the actuator executes the action (e.g., turning on a light). While this process may seem straightforward, its complexity depends on the dynamics of the system being controlled.
Control systems are simpler to design and implement when dealing with high-inertia systems—systems that change slowly over time. For example, the transition from daylight to darkness occurs over several hours, making it relatively easy for a lighting control system to adjust. Similarly, a car’s cruise control operates in a high-inertia environment because the vehicle’s mass makes it (relatively) slow to accelerate or decelerate. These slow changes give the control system ample time to respond, reducing the risk of instability.
In contrast, low-inertia systems—where changes can occur almost instantaneously—present a greater challenge for control systems. For example, in electronic circuits, voltage or current can change in microseconds. If the control system reacts too aggressively, it may overshoot the desired value, causing oscillations or instability. Similarly, in robotics, controlling the position of a lightweight robotic arm requires careful tuning because the arm can move very quickly, and any delay or overcorrection by the controller can lead to erratic behavior. In such cases, the control system must be carefully designed to ensure stability, often using advanced algorithms like PID control or model predictive control.
To illustrate the difference, imagine trying to steer a massive oil tanker versus a jet ski. The oil tanker, a high-inertia system, responds very slowly to changes, giving the captain plenty of time to make adjustments. The jet ski, like a low-inertia system, is highly responsive, so even a small adjustment can cause a sharp turn. If you overreact or make sudden corrections, you risk losing control.
The light-bulb closed-loop control system we discussed earlier is an example of a system with extremely high inertia. The transition between day and night happens over hours, giving the system plenty of time to respond. This makes the control system relatively simple. However, to illustrate more advanced types of control, such as PID control, we need a different example—one that involves faster dynamics and requires more precise control.
Let’s consider a room where we want to maintain a temperature of 20°C using a thermostat. This is a classic example of a closed-loop control system because it continuously measures the room’s temperature and adjusts the heater to maintain the desired setpoint.
Bang-bang control operates on a basic binary principle—the heater runs at full power when the temperature drops below 20°C and completely shuts off when it rises above this setpoint.
In proportional control, the heater’s output is adjusted proportionally to the difference between the current temperature and the setpoint. This difference is called the error.
The heater’s output is determined by multiplying the error by a design constant called the proportional gain (Kp):
This results in smoother control compared to bang-bang, with smaller oscillations. However, proportional control alone often leads to a steady-state error, where the system settles at a temperature slightly below the setpoint because the heater’s power becomes too small to maintain the exact target as the error diminishes.
The integral term accounts for the accumulated error over time. It ensures that even small errors are corrected over time, eliminating steady-state errors. The integral term is calculated as:
Where:
The integral term considers the accumulated error over time, meaning it adds up all past errors and adjusts the heater’s power accordingly. If the temperature has been below the setpoint for a long time, the integral term increases the heater’s power to correct the error. If the room temperature is consistently below 20°C, the integral term accumulates over time, increasing the heater’s output until the temperature reaches the setpoint. Once the setpoint is reached, the integral term stops growing, and the system stabilizes.
The integral term eliminates steady-state error by considering the accumulated error over time.This ensures the system eventually reaches and maintains the exact setpoint. However, if the integral gain is too high, the system may become sluggish or overshoot excessively.
The derivative term considers the rate of change of the error, or how quickly the temperature is approaching or moving away from the setpoint. The derivative term is calculated as:
Where:
If the temperature is rising too quickly, the derivative term reduces the heater’s power to prevent overshooting. If the temperature is dropping rapidly, it increases the heater’s power to counteract the change.
A PID controller combines all three terms—proportional, integral, and derivative—to achieve precise and stable control:
How PID Control Works:
The animation below shows how different control strategies—bang-bang, proportional, and PID—impact the temperature control system. You can observe the temperature response, control output, and the effect of each control strategy on the system’s behavior. The green line is the set-point, the purple is the system output and the orange is the actuating signal. Click "Start" to begin the simulation and "Stop" to pause it. You can also reset the simulation to its initial state by clicking "Reset."
Tuning a PID Controller:
In conclusion, the design of a control system is a meticulous and iterative process, often requiring a trial-and-error approach to achieve optimal performance. The general design steps provide a structured framework for tackling the challenges involved:
While these foundational steps are essential, it’s also important to recognize that more advanced control schemes are continually being developed, offering enhanced precision, adaptability, and efficiency. Control systems play a pivotal role in numerous industries—from manufacturing and robotics to aerospace and energy management—and their ability to regulate processes, maintain stability, and improve productivity cannot be overstated.
Understanding and implementing robust control strategies is not just a technical necessity; it’s a strategic advantage. Whether you're an industry professional, a researcher, or simply someone interested in technology, recognizing the importance of control systems can help you appreciate their impact on modern innovation and why they matter in shaping the future.