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SEACON Engineering Tech Tips


Tech Tip #15

Loop Tuning Techniques



In the previous Tech Tip, Proper Control Loop Tuning Saves $, we defined 'proper' control loop tuning and discussed how it can save your company thousands of dollars annually. But how do you implement 'proper' loop tuning?

We will not be discussing 'zeros in the right half plane', so you can relax and consider a straightforward, common sense approach to 'proper' loop tuning. 'Proper' tuning has nothing to do with minimum absolute error or fastest response time. It is based on three rules of process control:

Rule No. 1 - A process controller can not eliminate variability, it only moves the variability from the controlled variable to some other process variable.

Rule No. 2 - A process controller can increase variability in both the controlled variable and related process variables, if the closed loop gain exceeds 1 at any frequency.

Rule No. 3 - A process controller can convert process measurement noise to variability in both the controlled variable and related process variables.

Let's look at an example to demonstrate rule no. 1. A temperature controller controls the outlet temp of an indirect heater by varying the steam flow to the heater. As the outlet temp begins to drop, the controller responds by opening the steam valve to increase the steam flow. The increase in steam flow causes the steam header pressure to begin to decrease. The steam header pressure decrease causes a decreased steam flow in every steam line leaving the header until the steam header pressure controller reacts to maintain the header pressure. This cascades back to an increase in feedwater flow and fuel flows at the boilers. As you can see, by minimizing the variability in outlet temperature, we have increased variability in steam flow, header pressure, feedwater flow and fuel flow plus all other loops affected by changes in these process variables.

Rule No. 2 is best illustrated by the ear-piercing squeal you sometimes hear in the feedback loop between an audio speaker and a live microphone. In this example, the microphone acts as an air pressure transmitter, sending the signal to the audio amplifier. The amplifier acts like a controller with proportional gain only. The amplified signal is sent to the speakers which are the final element affecting the air pressure in the room. If the amplifier gain is too high, you will hear just a ringing sound after any loud noise and the ringing will fade away if the closed loop gain is less than 1. If the amplifier gain is increased to a point that the closed loop gain is greater than 1, the ringing will grow louder at the dominant resonant frequency of the closed loop.  Most audio systems use an 'equalizer' to decrease the closed loop gain at the resonant frequency.

Most of the processes in your facility act the same way. If you have a process upset (equivalent to a loud noise) and the controller gain is too high, there will be a ringing affect that introduces needless variability into the process at the dominant resonant frequency. If the closed loop gain is greater than 1 at the resonant frequency, the loop will oscillate at that frequency until the controller is placed in manual. In order to correct the problem, you have to lower the gain at the resonant frequency. This can be done by reducing the integral time constant or lowering the controller gain. When set correctly, the integral time constant acts as a low pass filter causing the overall loop gain to decrease rapidly at frequencies at and above the dominant resonant frequency.

Fortunately, the controller gain and integral time constants can be easily calculated from simple open loop bump tests with minimal impact on operating equipment. Unfortunately, most traditional methods and most auto-tuning programs on the market result in aggressive gains that are still to high for optimal control of overall production costs.

The method for calculating the tuning constants are based on the characteristic response of the loop. The following sections describe the methods for each type.

First Order Loops

 

1st order loops are characterized by a crisp initial response to an output step change followed by an exponential decay to the new PV value.

The bump test is performed by following these steps:

  1. Place the controller in manual
  2. Note the output value (OP) before the bump.
  3. Note the process variable value (PV) before the bump.
  4. Change the OP value by 5% to 10% depending on process noise.
  5. Measure the time delay (Td) from the time the output is changed until the PV begins to respond.
  6. Measure the process settling time (Tset) from the beginning of the PV response until it reaches 98% of it's final value.
  7. Note the process variable final value (PV) after the bump.
  8. Return the controller to it's previous mode.

Settling time can vary with process changes. Always use the longest estimated settling time to avoid oscillations. If in doubt, it is better to use less integral action by increasing the minutes/repeat or decresing the repeats/minute.

The time delay Td must be less than the settling time Tset. If Td exceeds Tset, consider using a Smith Predictor instead of a standard PID controller. If Td is less than Tset, then calculate the following:

Effective settling time: Ts = 4 * ((Tset / 4) + (Td / (5 - Td / Tset / 4)))
Process Gain: Kp = DPV /DOP
Process time constant: Tcon = Ts / 4
Controller Integral or Reset time in Seconds/Repeat: Tr = Tcon
Controller Gain:  Kc = Tr / Kp / Lambda

Where:

Lambda = 1 * Tcon for Aggressive tuning (fast response with ringing at resonant frequency)
Lambda = 2 * Tcon for Normal tuning (best response without ringing)
Lambda = 3 * Tcon for Safe tuning (a compromise between normal and slow)
Lambda = 4 * Tcon for Slow tuning (slow response for non critical loops)

Next, convert the integral time constant to units that match your controller using one of the following formulas:

Repeats/Minute: TrRPM = 60 / Tr
Minutes/Repeat: TrMPR = Tr / 60
Repeats/Second: TrRPS = 1 / Tr

Finally, if your controller expresses gain as Proportional Band:

PB = 100 / Kc

 

Second Order Loops

2nd order loops are characterized by a s shaped response to an output step change.

The bump test is performed by following these steps:

  1. Place the controller in manual
  2. Note the output value (OP) before the bump.
  3. Note the process variable value (PV) before the bump.
  4. Change the OP value by 5% to 10% depending on process noise.
  5. Measure the effective time delay (Td) from the time the output is changed to the intersection of two lines.the first line is simply an extension of the PV value before the bump. The second line is drawn tangentially to the PV curve at the point of inflection. The point of inflection is the point where the curvature of the PV plot changes direction.
  6. Measure the effective process settling time (Tset) from the end of Td until the PV reaches 98% of it's final value.
  7. Note the process variable final value (PV) after the bump.
  8. Return the controller to it's previous mode.

Settling time can vary with process changes. Always use the longest estimated settling time to avoid oscillations. If in doubt, it is better to use less integral action by increasing the minutes/repeat or decresing the repeats/minute.

The time delay Td must be less than the settling time Tset. If Td exceeds Tset, consider using a Smith Predictor instead of a standard PID controller. If Td is less than Tset, then calculate the following:

Effective settling time: Ts = 4 * ((Tset / 4) + (Td / (5 - Td / Tset / 4)))
Process Gain: Kp = DPV /DOP
Process time constant: Tcon = Ts / 4
Controller Integral or Reset time in Seconds/Repeat: Tr = Tcon
Controller Gain:  Kc = Tr / Kp / Lambda

Where:

Lambda = 1 * Tcon for Aggressive tuning (fast response with ringing at resonant frequency)
Lambda = 2 * Tcon for Normal tuning (best response without ringing)
Lambda = 3 * Tcon for Safe tuningfor Safe tuning (a compromise between normal and slow)
Lambda = 4 * Tcon for Slow tuning (slow response for non critical loops)

Next, convert the integral time constant to units that match your controller using one of the following formulas:

Repeats/Minute: TrRPM = 60 / Tr
Minutes/Repeat: TrMPR = Tr / 60
Repeats/Second: TrRPS = 1 / Tr

Finally, if your controller expresses gain as Proportional Band:

PB = 100 / Kc

 

Integrating Loops

Integrating loops are characterized by a changing slope of the PV in response to an output step change. The slope changes can be any combination of positive, negative or 0 slopes.

_/ \/ /\ \_

Bump test should be conducted under stable process conditions. Uncontrolled flows into and out of the vessel should be relatively constant for the duration of the test. The bump test is performed by following these steps:

  1. Place the controller in manual. If the PV is not changing, make a small change in the controller output to cause the PV to gradually decrease (or increase).
  2. At time t0, note the output value (OP) and process variable value (PV).
  3. Wait until the PV has changed about 5% and note the output value (OP) and process variable value (PV) at t1.
  4. Quickly change the OP value by 5% to 10% depending on process noise.
  5. The plot of the PV will change slope at t1. Wait long enough to get a good measurement of the new slope and note the output value (OP) and process variable value (PV) at t2.
  6. Return the controller to it's previous mode.

The only other factor required to tune an integrating loop is the Recovery time, Trec. Recovery time is the maximum desired time to return to setpoint after a worst case disturbance. For level controls, Trec should generally be calculated to provide the maximum safe surge capacity. For other integrating loops such as batch temperature, the minimum value for Trec should be calculated as 6 times the process time constant. From these measurements, calculate the following:

Process Gain: Kp = Abs(((PV2 - PV1) / T2 - (PV1 - PV0) / T1) / (OP1 - OP0) )
Controller Integral or Reset time in Seconds/Repeat:
Tr = Trec / 3
Controller Gain: 
Kc = 4 / (Tr * Kp)

Next, convert the integral time constant to units that match your controller using one of the following formulas:

Repeats/Minute: TrRPM = 60 / Tr
Minutes/Repeat: TrMPR = Tr / 60
Repeats/Second: TrRPS = 1 / Tr

Finally, if your controller expresses gain as Proportional Band:

PB = 100 / Kc

 

The next tech tip in this series will cover the details of calculating recovery time for level controls. If you need help in the mean time, click here to request more information about SEACON's Control Audit and Loop Tuning Services.

 


 


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