Professional Documents
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Controllers
ISA New Orleans 3-7-2013
Standards
Certification
Education & Training
Publishing
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1
Presenter
– Greg is a retired Senior Fellow from Solutia/Monsanto and an ISA Fellow.
Greg was an adjunct professor in the Washington University Saint Louis
Chemical Engineering Department 2001-2004. Presently, Greg contracts as a
consultant in DeltaV R&D via CDI Process & Industrial and is a part time
employee of Experitec and MYNAH. Greg received the ISA “Kermit Fischer
Environmental” Award for pH control in 1991, the Control Magazine “Engineer
of the Year” Award for the Process Industry in 1994, was inducted into the
Control “Process Automation Hall of Fame” in 2001, was honored by InTech
Magazine in 2003 as one of the most influential innovators in automation, and
received the ISA Life Achievement Award in 2010. Greg is the author of 20
books on process control, his most recent being Advanced Temperature
Measurement and Control. Greg has been the monthly “Control Talk”
columnist for Control magazine since 2002 and has started a Control Talk
Blog. Greg’s expertise is available on the Control Global and Emerson
modeling and control web sites:
http://community.controlglobal.com/controltalkblog
http://modelingandcontrol.com/author/Greg-McMillan/
2
Resources
3
Top Ten Ways to Impress Management with Trends
• (10) Make large setpoint changes that zip past valve dead band and nonlinearities.
• (9) Change the setpoint to operate on the flat part of the titration curve.
• (8) Select the tray with minimum process sensitivity for column temperature control.
• (7) Pick periods when the unit was down.
• (6) Decrease the time span so that just a couple data points are trended.
• (5) Increase the reporting interval so that just a couple data points are trended.
• (4) Use really thick line sizes.
• (3) Add huge signal filters.
• (2) Increase the process variable scale span so it is at least 10x control region
• (1) Increase the historian's data compression so changes are screened out
4
Contribution of Each PID Mode
• Proportional (P mode) - increase in gain increases P mode contribution
– Provides an immediate reaction to magnitude of measurement change to minimize
peak error and integrated error for a disturbance
– Too much gain action causes fast oscillations (close to ultimate period) and can make
noise and interactions worse
– Provides an immediate reaction to magnitude of setpoint change for P action on Error
to minimize rise time (time to reach setpoint)
– Too much gain causes falter in approach to setpoint
• Integral (I mode) - increase in reset time decreases I mode contribution
– Provides a ramping reaction to error (SP-PV) to minimize integrated error if stable (since
error is hardly ever exactly zero, integral action is always ramping the controller output)
– Too much integral action causes slow oscillations (slower than ultimate period)
– Too much integral action causes an overshoot of setpoint (no sense of direction)
• Derivative (D mode) - increase in rate time increases D mode contribution
– Provides an immediate reaction to rate of change of measurement change to minimize
peak error and integrated error for a disturbance
– Too much rate action causes fast oscillations (faster than ultimate period) and can make
noise and interactions worse
– Provides an immediate reaction to rate of change of setpoint change for D action on
Error to minimize rise time (time to reach setpoint)
– Too much rate causes fast oscillation in approach to setpoint
Contribution of Each PID Mode
Signal ∆%CO1
(%) step from
proportional ∆%CO2 = ∆%CO1
mode
repeat from
seconds/repeat Integral mode
∆%SP
Time
(seconds)
Contribution of Each PID Mode for a Step Change in the Set Point
Structure of PID on error (β=1 and γ=1)
Effect of Gain on P-Only Controller
Red is 150% of maximum, Green is 100% of maximum, Purple is 50% of maximum of Gain Setting
Effect of Reset Time on PI Controller
Red is 150% of maximum, Green is 100% of maximum, Purple is 50% of maximum Reset Time
Effect of Rate Time on PD Controller
Red is 200% of maximum, Green is 100% of maximum, Purple is 0% of maximum Rate Time
Proportional Mode Basics
Note that many analog controllers used proportional band instead of gain for the proportional mode tuning
setting. Proportional band is the % change in the process variable (∆%PV) needed to cause a 100% change
in controller output (∆%CO). A 100% proportional band means a 100% ∆%PV would cause a 100 % ∆%CO
(a gain of 1). It is critical that users know the units of their controller gain setting and convert accordingly.
10
Integral Mode Basics
Note that many analog controllers used reset settings in repeats per minute instead of reset time
for the integral mode tuning setting. Repeats per minute indicate the number of repeats of the
proportional mode contribution in a minute. Today’s reset time settings are minutes per repeat or
seconds per repeat which gives the time to repeat the proportional mode contribution. Often the
“per repeat” term is dropped giving a reset time setting in minutes or seconds.
• Eliminate offset
• Minimize integrated error
• Smooth movement of output
• Limit cycles
• Overshoot
• Runaway of open loop unstable reactors
11
Derivative Mode Basics
Nearly all derivative tuning settings are given as a rate time in seconds or minutes. The effective
rate time setting must never be greater than the effective reset time setting. The effective settings
are for an ISA Standard Form. The advantages and disadvantages of the derivative mode are
similar to that of the proportional mode except the relative advantages is less and the relative
disadvantages are greater for the derivative mode.
Seconds = 60 ∗ minutes
12
Reset Gives Operations What They Want
TC-100
Reactor Temperature
CO PV SP
temperature
steam
valve
opens
SP
50% PV
water
valve
opens
? 48 52 time
Open Loop Time Constant (controller in manual)
Signal
(%)
%CO
Controller is in Manual
Open Loop
Error Eo (%)
%PV
0.63∗Eo %SP
0 θo τo Time
(seconds)
Dead Time Open Loop
(Time Delay) (process)
Time Constant
(Time Lag)
Closed Loop Time Constant (controller in auto)
Signal
(%)
∆%SP
0.63∗∆%SP %PV
0 θo τc Time
(seconds)
Dead Time Closed Loop
(Time Delay) Time Constant
(Time Lag)
Lambda (λ)
Top Ten Signs Loops Need to be Tuned
• (10) Lots of trials and errors.
• (9) When asked what the controller gain setting is, the answer is given in %.
• (8) When asked what the controller reset time setting is, the answer is in repeats/min.
• (7) The data historian compression setting is 25%.
• (6) There is more recycle than product.
• (5) Valves are wearing out.
• (4) Tempers are wearing thin.
• (3) Operators are placing bets on what loop will cause the next shutdown.
• (2) The output limits are set to keep the valve from moving.
• (1) Preferred mode is manual.
16
Conversion of Signals for PID Algorithm
% % %
SCLR SUB Control Process
PID SCLR AO
SP OUT Valve Equipment
% %CO MV
%PV (e.u.) (e.u.)
SCLR
PID
PV
(e.u.)
Smart Sensing
AI
Transmitter PV Element
PV - Primary Variable
SV - Second Variable* (e.u.)
TV - Third Variable*
DCS FV - Fourth Variable* Measurement
* - additional HART variables
The scaler block (SCLR) that convert between engineering units of application and % of scale
used in PID algorithm is embedded hidden part of the Proportional-Integral-Derivative block (PID)
To compute controller tuning settings, the process variable and controller output
must be converted to % of scale and time units of dead times and time constants
must be same as time units of reset time and rate time settings!
Series Form
Form in analog controllers and early DCS – available as a choice in most modern DCS
β Gain
∗ ∆ ∗ proportional
Inverse
%SP Reset All signals are % of scale in PID algorithm but
Time inputs and outputs are in engineering units
∗ ∆ ∗ ∗ filter derivative
%PV filter Σ
Switch position for no derivative action
18
Parallel Form
Form in a few early DCS and PLC and in many control theory textbooks
Proportional
β Gain Setting
∗ ∆ ∗ proportional
%SP Integral
All signals are % of scale in PID algorithm but
Gain Setting
inputs and outputs are in engineering units
γ
Derivative
Gain Setting
∗ ∆ ∗ derivative
%PV filter
19
ISA Standard Form
∗ ∆ ∗ proportional
Inverse
%SP Reset All signals are % of scale in PID algorithm but
Time inputs and outputs are in engineering units
∗ ∆ ∗ ∗ filter derivative
%PV filter
20
Positive Feedback Implementation of Integral
21
Conversion of Series to ISA Form
To convert from Series to ISA Standard Form controller gain:
Ti ' '
Td = ' ∗ T
Ti + Td'
d
24
Checklist for PID Migration - 2
For override control if the positive feedback implementation of integral mode is used, did you
remove the filter on external reset signal used to prevent walk-off since this filter is already there?
For cascade control, id you turn on external reset feedback (dynamic reset limit) and use PV of
secondary loop for external reset feedback to automatically prevent burst of oscillations from violation
of cascade rule that secondary loop must be 5x faster than primary loop?
For slow or sticky valve, did you turn on external reset feedback (dynamic reset limit) and use a fast
PV readback for external reset feedback to automatically prevent burst of oscillations from violation of
cascade rule that positioner feedback loop must be 5x faster than primary loop and to prevent limit
cycles from stick-slip? Did you realize the PV readback must normally be faster than a secondary HART
variable update time?
For wireless control and at-line or on-line analyzer, did you use an enhanced PID developed for
wireless that suspends integral action between updates (PIDPlus option) and uses elapsed time in the
derivative action. The external-reset option should automatically be turned on?
Did you make sure the BKCAL signals are connected properly paying particular attention to the
propagation of the BKCAL settings for intervening blocks for split range, signal characterization, and
override control?
25
Top 10 Things You Shouldn't Say
When You Enter a Control Room
• (10) Does this hard hat make my butt look big?
• (9) At the last plant I was in we always did it this way.
• (8) I added alarms to each loop.
• (7) Does that flare out there always shoot up that high?
• (6) Ooooh! Did you mean to do that?
• (5) Can't somebody do something about all those alarms?
• (4) We just downloaded the version released yesterday
• (3) Here, I will show you how to operate this plant.
• (2) Are you ready to put all your loops in Remote Cascade?
• (1) We want a "lights out" plant!
26
Triple Cascade Loop Block Diagram
Secondary CO
Primary PV
Secondary SP
Secondary SP
Secondary CO
Primary PV
External Reset Feedback (Dynamic Reset Limit)
50
40
30
20
10
0
1 51 101 151 201 251 301 351 401
Time (min)
Setpoint PV CO%
30.0
25.0
20.0
15.0
10.0
5.0
0.0
1 51 101 151 201 251 301 351 401
Time (min)
Setpoint PV CO%
36
(8) Two Degrees of Freedom
39
Fed-Batch and Startup Time Reduction - 1
• PID on Error Structure
– Maximizes the step and kick of the controller output for a setpoint change.
– Overdrive (driving of output past resting point) is essential for getting slow loops, such
as vessel temperature and pH, to the optimum setpoint as fast as possible.
– The setpoint change must be made with the PID in Auto mode.
– “SP track PV” will generally maximize the setpoint change and hence the step and kick
(retaining SP from last batch or startup minimizes kick and bump)
• SP Feedforward
– For low controller gains (controller gain less than inverse of process gain), a setpoint
feedforward is particularly useful. For this case, the setpoint feedforward gain is the
inverse of the dimensionless process gain minus the controller gain.
– For slow self-regulating (e.g. continuous) processes and slow integrating (e.g. batch)
processes, even if the controller gain is high, the additional overdrive can be beneficial
for small setpoint changes that normally would not cause the PID output to hit a limit.
– If the setpoint and controller output are in engineering units the feedforward gain must
be adjusted accordingly.
– The feedforward action is the process action, which is the opposite of the control
action, taking into account valve action. In other words for a reverse control action, the
feedforward action is direct provided the valve action is increase-open or the analog
output block, I/P, or positioner reverses the signal for a increase-close.
Fed-Batch and Startup Time Reduction - 2
• Full Throttle (Bang-Bang Control) - The controller output is stepped to it output
limit to maximize the rate of approach to setpoint and when the projected PV
equals the setpoint less a bias, the controller output is repositioned to the final
resting value. The output is held at the resting value for one dead time. For more
details, check out the Control magazine article “Full Throttle Batch and Startup
Response.” http://www.controlglobal.com/articles/2006/096.html
– A dead time (DT) block must be used to compute the rate of change so that new values of
the PV are seen immediately as a change in the rate of approach.
– If the total loop dead time (θo) is used in the DT block, the projected PV is simply the current
PV minus the output of the DT block (∆PV) plus the current PV.
– If the PV rate of change (∆PV/∆t) is useful for other reasons (e.g. near integrator or true integrating
process tuning), then ∆PV/∆t = ∆PV/θo can be computed.
– If the process changes during the setpoint response (e.g. reaction or evaporation), the
resting value can be captured from the last batch or startup
– If the process changes are negligible during the setpoint response, the resting value can be
estimated as:
– the PID output just before the setpoint change for an integrating (e.g. batch) process
– the PID output just before the setpoint change plus the setpoint change divided by the process gain
for a self-regulating (e.g. continuous) process
– For self-regulating processes such as flow with the loop dead time (θo) approaching or
less than the largest process time constant (τp ), the logic is revised to step the PID
output immediately to the resting value. The PID output is held at the resting value for
the T98 process response time (T98 = θo + 4∗ τo ).
Fed-Batch and Startup Time Reduction - 3
• Output Lead-Lag
– A lead-lag on the controller output or in the digital positioner can kick the signal though
the valve deadband and stiction, get past split range points, and make faster
transitions from heating to cooling and vice versa.
– A lead-lag can potentially provide a faster setpoint response with less overshoot when
analyzers are used for closed loop control of integrating processes When combined
with the enhanced PID algorithm (PIDPlus) described in:
– Deminar #1 http://www.screencast.com/users/JimCahill/folders/Public/media/5acf2135-
38c9-422e-9eb9-33ee844825d3
– White paper http://www.modelingandcontrol.com/DeltaV-v11-PID-Enhancements-for-
Wireless.pdf
• Dead Time Compensation
– The simple addition of a delay block with the dead time set equal to the total loop dead
time to the external reset signal for the positive feedback implementation of integral
action described in Deminar #3 for the dynamic reset limit option
http://www.screencast.com/users/JimCahill/folders/Public/media/f093eca1-958f-4d9c-
96b7-9229e4a6b5ba .
– The controller reset time can be significantly reduced and the controller gain increased
if the delay block dead time is equal or slightly less than the process dead time as
studied in Advanced Application Note 3
http://www.modelingandcontrol.com/repository/AdvancedApplicationNote003.pdf
Fed-Batch and Startup Time Reduction - 4
• Feed Maximization
– Model Predictive Control described in Application Note 1
http://www.modelingandcontrol.com/repository/AdvancedApplicationNote001.pdf
– Override control is used to maximize feeds to limits of operating constraints via valve
position control (e.g. maximum vent, overhead condenser, or jacket valve position with
sufficient sensitivity per installed characteristic).
– Alternatively, the limiting valve can be set wide open and the feeds throttled for temperature
or pressure control. For pressure control of gaseous reactants, this strategy can be quite
effective.
– For temperature control of liquid reactants, the user needs to confirm that inverse response
from the addition of cold reactants to an exothermic reactor and the lag from the
concentration response does not cause temperature control problems.
– All of these methods require tuning and may not be particularly adept at dealing with fast
disturbances unless some feedforward is added. Fortunately the prevalent disturbance that
is a feed concentration change is often slow enough due to raw material storage volume to
be corrected by temperature feedback.
• Profile Control
– If you have a have batch measurement that should increase to a maximum at the batch end
point (e.g. maximum reaction temperature or product concentration), the slope of the batch
profile of this measurement can be maximized to reduce batch cycle time. For application
examples checkout “Direct Temperature Rate of Change Control Improves Reactor
Yield” in a Funny Thing Happened on the Way to the Control Room
http://www.modelingandcontrol.com/FunnyThing/ and the Control magazine article
“Unlocking the Secret Profiles of Batch Reactors”
http://www.controlglobal.com/articles/2008/230.html .
Dead Time Compensator Configuration
Insert
deadtime
block
Dead Time Myths Busted
• Dead time is eliminated from the loop. The smith predictor, which created a PV without
dead time, fools the controller into thinking there is no dead time. However, for an
unmeasured disturbance, the loop dead time still causes a delay in terms of when the loop
can see the disturbance and when the loop can enact a correction that arrives in the
process at the same point as the disturbance. The ultimate limit to the peak error and
integrated error for an unmeasured disturbance are still proportional to the dead time, and
dead time squared, respectively.
• Control is faster for existing tuning settings. The addition of dead time compensation
actually slows down the response for the existing tuning settings. Setpoint metrics, such as
rise time, and load response metrics, such as peak error, will be adversely affected.
Assuming the PID was tuned for a smooth stable response, the controller must be retuned
for a faster response. For a PID already tuned for maximum disturbance rejection, the gain
can be increased by 250%. For dead time dominant systems where the total loop dead
time is much greater than the largest loop time constant (hopefully the process time
constant), the reset time must also be decreased or there will be severe undershoot. If you
decrease the reset time to its optimum, undershoot and overshoot are about equal. For the
test case where the total loop dead time to primary process time constant ratio was 10:1,
you could decrease the reset time by a factor of 10. Further study is needed as to whether
the minimum reset time is a fraction of the underestimated dead time plus the PID module
execution time where the fraction depends upon the dead time to time constant ratio
• (6) Stable
Does the measurement scale cover the entire operating range, including abnormal
conditions?
Is the valve action correct (increase-open for fail close and increase-close for fail open)?
Is the control action correct (direct for reverse process and reverse for direct process if the
valve action is set)?
Is the best “Form” selected (ISA standard form)?
Is the “obey setpoint limits in cascade and remote cascade mode” option selected?
Are the external reset feedback (BKCAL) signals correctly connected between blocks?
Is the PV for BKCAL selected in the secondary loop PID?
Is the best “Structure” selected (PI action on error, D action on PV for most loops)?
Is the “setpoint track PV in manual” option selected to provide a faster initial setpoint
response unless the setpoint must be saved in PID?
48
General PID Checklist - 2
Are setpoint limits set to match process, equipment, and valve constraints?
Are output limits set to match process, equipment, and valve constraints?
Are anti-reset windup (ARW) limits set to match output limits?
Is the module scan rate (PID execution time) less than 10% of minimum reset time?
Is the signal filter time less than 10% of minimum reset time?
Is the PID tuned with a proven tuning method or by an auto-tuner or adaptive tuner?
Is the rate time less than ½ the dead time (the rate is typically zero except for temperature)
Is external-reset feedback (dynamic reset limit) enabled for cascade control, analog output
(AO) setpoint rate limits, and slow control valves or variable speed drives?
Are AO setpoint rate limits set for blending, valve position control, and surge valves?
Is integral deadband greater than limit cycle PV amplitude?
Can an enhanced PID be used for loops with wireless instruments or analyzers?
49
Feedforward Applications
• Feedforward is the most common advanced control technique used - often the
feedforward signal is a flow or speed for ratio control that is corrected by a feedback
process controller (Flow is the predominant process input that is manipulated to set
production rate and to control process outputs (e.g. temperature and composition))
– Blend composition control - additive/feed (flow/flow) ratio
– Column temperature control - distillate/feed, reflux/feed, stm/feed, and bttms/feed (flow/flow) ratio
– Combustion temperature control - air/fuel (flow/flow) ratio
– Drum level control - feedwater/steam (flow/flow) ratio
– Extruder quality control - extruder/mixer (power/power) ratio
– Heat exchanger temperature control - coolant/feed (flow/flow) ratio
– Neutralizer pH control - reagent/feed (flow/flow) ratio
– Reactor reaction rate control - catalyst/reactant (speed/flow) ratio
– Reactor composition control - reactant/reactant (flow/flow) ratio
– Sheet, web, and film line machine direction (MD) gage control - roller/pump (speed/speed) ratio
– Slaker conductivity control - lime/liquor (speed/flow) ratio
– Spin line fiber diameter gage control - winder/pump (speed/speed) ratio
• Feedforward is most effective if the loop deadtime is large, disturbance speed is fast
and size is large, feedforward gain is well known, feedforward measurement and
dynamic compensation are accurate
• Setpoint feedforward is most effective if the loop deadtime exceeds the process time
constant and the process gain is well known
53
Output Tracking for SP Response
Feedback Action
Output Tracking for Protection - 4
MPC-1
MPC-2
Waste
middle selector
RCAS RCAS
Kicker
ROUT
AC-1 AC-2 AY AY
splitter splitter AT AT AT
AY AY AY
middle selector middle selector Filter
FT FT
AY AY Attenuation
Tank
Stage 1 AT AT AT Stage 2 AT AT AT
Mixer Mixer FT
Evaporator Conductivity Kicker
Conductivity spike
63
Enhanced PID for Wireless Features
• Positive feedback implementation of reset with external-reset
feedback (dynamic reset limit)
• Immediate response to a setpoint change or feedforward signal or
mode change
• Suspension of integral action until change in PV
• Integral action is the exponential response of the positive feedback
filter to the change in controller output in elapsed time (the time
interval since last update)
• Derivative action is the PV or error change divided by elapsed time
rather than PID execution
Flow Setpoint Response
Enhanced PID
Sensor PV
Traditional PID
Sensor PV
Flow Load Response
Enhanced PID
Sensor PV
Traditional PID
Sensor PV
Flow Signal Failure Response
Enhanced PID
Sensor PV
Traditional PID
Sensor PV
pH Setpoint Response
Enhanced PID
Sensor PV
Traditional PID
Sensor PV
pH Load Response
Enhanced PID
Sensor PV Traditional PID
Sensor PV
pH Sensor Failure Response
Enhanced PID
Sensor PV
Traditional PID
Sensor PV
Stop Limit Cycles
PID PV
PID Output
• Maximize safety
– Prevent activation of relief devices and Safety Instrumented
Systems (SIS)
• Maximize equipment, environmental, & process protection
• Minimize product variability
– Minimize limit cycles
– Minimize oscillatory loop response
– Minimize interaction between loops
– Maximize coordination between loops
• Maximize process capacity and efficiency
– Increase production rate and decrease raw material and utility use
Diverse Process Objectives
Automated Risk Reduction
SIS
PID
Diverse Process Objectives
Maximize Protection
Direction Velocity Limit VPC Action Prevent Running Out Minimize Disruption
Limits Speed Based on of Valve to Process
Direction
Maximize Reactor Reactor Vent Max Throttle Position Feed Flow or Reaction
Production Rate Pressure PID Out Temperature SP
Maximize Column Reboiler or Condenser Max Throttle Position Feed Flow or Column
Production Rate Flow PID Out Pressure SP
TT TC
reactant B FT 1-4 1-4
1-2
return
FT product
1-7
84
Liquid Reactants (Jacket CTW)
Gas & Liquid Products Optimization
ratio ZY1-1
FC PT PC ZC
calc OUT
1-1 1-5 1-5 1-5
FY CAS LC TT FT product
1-6 1-8 1-10 1-5
TC
reactant A FT 1-10
ZY-1
W
1-1 IN1
LY residence
1-8 time calc TT TC ZC
LT 1-10
CAS FC 1-3 1-3
1-8
1-2
ZY-1
TT TC
IN2
reactant B FT 1-4 1-4
1-2
return
ZC-5
OUT
ZC
low signal 1-4
selector AT AC
FC1-1 ZC-10 1-6 1-6
ZY
CAS 1-1 OUT
ZY-1
IN3
makeup
ZC-4
OUT CTW
CAS FC
1-7
FC
1- 5
Dilution Water FT
1- 5
FC
1- 6
DT
Backset Recycle FT 2- 4 Coriolis
1- 6 Meter
Slurry Slurry
Tank 1 Tank 2
θd τL Kd
∆DV Delay <=> Dead Time
Load Upset Lag <=>Time Constant
θv τv Kv θs τs θp τp Kp
∆Fv
Valve Process ∆PV
τo is the largest lag in the loop (hopefully τp)
Kv = slope of installed
flow characteristic For self-regulating processes: Ko = Kv ∗ Kp ∗ Km
For near integrating processes: Ki = Kv ∗ (Kp / τp) ∗ Km
Local
% ∆%CO Km = 100% / span
Set Point
%SP
PID Kc Ti Td
%
½ of Wireless Default Update Rate
% ∆%PV
Delay Lag Gain Lag Delay Lag
%PV
% Controller Output (%CO) Ko = ∆%PV / ∆%CO
% Process Variable (%PV)
%CO
or
Noise Band
observed
θo τo ideally τp Time (seconds)
total loop
dead time Self-regulating process open loop
negative feedback time constant
88
Open Loop Response of
Integrating Process
Response to change in controller output with controller in manual
%PV
Ki = { [ %PV2 / ∆t2 ] − [ %PV1 / ∆t1 ] } / ∆%CO
%CO
or
Time (seconds)
observed θo
total loop
dead time
89
Open Loop Response of
Runaway Process
Response to change in controller output with controller in manual
Ko = ∆%PV / ∆%CO
Runaway process gain (%/%) Acceleration
% Controller Output (%CO)
% Process Variable (%PV)
∆%PV
∆%CO
Noise Band
observed
θo τ’o must be τ’p Time (seconds)
total loop
dead time runaway process open loop
positive feedback time constant
90
Diverse Loop Metrics
The use of a setpoint lead-lag with the lag equal to the reset time and the lead
20% of the lag will provide a fast setpoint response with minimal overshoot
despite tuning for maximum load rejection
Ultimate Limit to Loop Performance
Peak error is proportional to the ratio of loop dead time to 63% response time
(Important to prevent SIS trips, relief device activation, surge prevention, and RCRA pH violations)
Integrated error is proportional to the ratio of loop dead time squared to 63% response time
(Important to minimize quantity of product off-spec and total energy and raw material use)
θ o2
Ei = ∗ Eo
(θ o + τ o )
For a sensor lag (e.g. electrode or thermowell lag) or signal filter that is much larger
than the process time constant, the unfiltered actual process variable error can be
found from the equation for attenuation
Effect of Disturbance Lag on Integrating Process
Adaptive loop
Baseline loop
Adaptive loop
Baseline loop
Primary reason why bioreactor control loop tuning
and performance for load upsets is a non issue!
Practical Limit to Loop Performance
Peak error decreases as the controller gain increases but is essentially the
open loop error for systems when total dead time >> process time constant
Open loop error for
Ex = ∗ Eo
load disturbance
(1 + K o ∗ K c )
Integrated error decreases as the controller gain increases and reset time decreases
but is essentially the open loop error multiplied by the reset time plus signal
delays and lags for systems when total dead time >> process time constant
Ti + ∆t x + τ f
Ei = ∗ Eo
Ko ∗ Kc
Peak and integrated errors cannot be better than ultimate limit - The errors predicted
by these equations for the PIDPlus and deadtime compensators cannot be better
than the ultimate limit set by the loop deadtime and process time constant
Implied Dead Time from Slow Tuning
Slow tuning (large Lambda) creates an implied dead time where the loop performs
about the same as a loop with fast tuning and an actual dead time equal to the
implied dead time (θi)
θ i = 0.5 ∗ (λ + θo )
For most aggressive tuning Lambda is set equal to observed dead time
(implied dead time is equal to observed dead time)
You can prove most any point you want to make in a comparison
of control system performance, by how you tune the PID.
Inventors of special algorithms as alternatives to the PID
naturally tend to tune the PID to prove their case. For example Ziegler-Nichols
tuning is often used to show excessive oscillations that could have be
eliminated by cutting gain in half
Disturbance Speed
Effect of load disturbance lag (τL) on peak error can be estimated by replacing the
open loop error with the exponential response of the disturbance during the loop dead time
For Ei (integrated error), use closed loop time constant instead of dead time
E L = (1 − e −θo /τ L ) ∗ Eo
For a load disturbance lag much larger than the dead time, the load error in one dead time
Is very small, allowing a very large implied dead time from slow tuning. In other words,
tuning and control loop dynamics are not important in terms of disturbance rejection. The focus
is then on the effect of tuning and dynamics on rise time (time to reach a new setpoint)
Setpoint Response Rise Time
Rise time (time to reach a new setpoint) is inversely proportional to controller gain
∆% SP
Tr = + θo
K i ∗ min ( | %∆COmax |, ( K c + K ff ) ∗ ∆% SP )
Rise time can be decreased by setpoint feedforward and bang-bang logic that
sets and holds an output change at maximum (∆%COmax) for one dead time until
future PV value is projected to reach setpoint. The fastest possible rise time is:
∆% SP
Tr = + θo
K i ∗ | %∆COmax |
Basic Lambda Tuning (Self-Regulating Processes)
Controller Gain
Ti
Kc =
K o ∗ (λ + θ o )
λ = θo
τo
K c = 0.5 ∗
Ko ∗ θo
Ti =τ o
Basic Lambda Tuning Integrating Processes
Lambda (closed loop arrest time in load response)
λ = λ f / Ki
Integrating Process Gain:
∆% PV2 / ∆t 2 − ∆% PV1 / ∆t1
Ki =
∆%CO
Controller Gain:
Ti
Kc =
K i ∗ [ λ + θ o ]2
Controller Integral (Reset) Time:
Ti = 2 ∗ λ + θ o
Controller Derivative (Rate) Time:
Td = τ s secondary lag
Fastest Lambda Tuning Integrating Processes
For max load rejection set lambda equal to dead time
λ = θo
Controller Gain:
3
Kc =
Ki ∗ 4 ∗ θo
2
K c * Ti >
Ki
103
Near Integrator Approximation (Short Cut Method)
Compute maximum ramp rate as maximum delta between input (new %PV)
and output (old %PV) of dead time block divided by the block dead time
and finally the change in controller output
(block dead time is total loop dead time)
∆% PVmax
θo
Ki =
∆%CO
% PV − % PVo
Ko =
%CO − %COo
Fastest Controller Tuning (short cut method)
For self-regulating processes:
τo
K c = 0.4 ∗ Ti = 4.0 ∗ θ o Td = τ s
Ko ∗ θo
Near integrator (τo >> θo): Dead time dominant (τo << θo):
1 1
K c = 0.4 ∗ K c = 0.2 ∗ Ti = 0.5 ∗ θo Td = 0
Ki ∗ θo Ko
1.0 for Enhanced PID if Wireless Default
For integrating processes: Update Rate > Process Response Time !
1
K c = 0.6 ∗ Ti = 4 ∗ θo Td = τ s
Ki ∗ θo
For runaway processes:
τ 'p
K c = 0.8 ∗ Ti = 40 ∗ θo Td = 2 ∗τ s
Ko ∗ θo
Near integrator (τ’p >> θo): These tuning equations provide maximum
1 disturbance rejection but will cause
K c = 0.8 ∗
Ki ∗ θo some overshoot of setpoint response
unless a setpoint lead-lag is used
Top Ten Things Missing in University
Courses on Process Control
If τo >> θo then Tu = 4 ∗ θ
Measurement
Ultimate Period If τo << θo then Τu = 2 ∗ θ
(%) Tu
Set Point
0
Time
(min)
Damped Oscillation - (Proportional-Derivative)
Quarter Amplitude
Measurement Period To
(%)
Offset
Set Point
110%
of θo
0 Time
(min)
Damped Oscillation Tuning Method
1. Put the controller in auto at normal setpoint.
2. Choose largest step change in controller setpoint that is safe. Increase the reset time
by a factor of 10x for test.
3. Add a PV filter to keep the controller output fluctuations from noise within the valve
deadband.
4. Step the controller setpoint. If the response is non-oscillatory, increase the controller
gain and step the controller setpoint in opposite direction. Repeat until you get a slight
oscillation (ideally ¼ amplitude decay). Make sure the controller output is not hitting the
controller output limits and is on the sensitive part of the control valve’s or variable
speed drive’s installed flow characteristic.
5. Estimate the period of the oscillation. Reduce the controller gain until the oscillation
disappears (½ current gain), set the reset time equal to ½ the period, and the rate time
equal to ¼ of the reset time. If the oscillation is noisy or resembles a square wave or
the controller gain is high (e.g. > 10), set the rate time to zero. The factors are ½ the
ultimate period and twice the ultimate gain factors because the controller gain that
triggered the ¼ amplitude oscillation is about ½ the ultimate gain and the ¼ amplitude
period is larger than the ultimate period.
6. If a high controller gain is used (e.g. > 10) use AO setpoint rate of change (velocity)
limits if a big kick in the controller output for setpoint changes is disruptive to operations
from PD action on error (enable external reset feedback).
7. Make setpoint changes across the range of operation to make sure an operating point
with a higher controller gain or larger process dead time does not cause oscillations.
Monitor the loop closely over several days of operation.
Traditional Open Loop Tuning Method
1. Choose largest step change in controller output that is safe.
2. Add a PV filter to keep the controller output fluctuations from noise within the valve
deadband.
3. Make a change in controller output in manual.
4. Note the time it take for the process variable to get out of the noise band as the loop
dead time.
5. Estimate the process time constant as the time to reach 63% of the final value.
6. Estimate the process gain as final change in the process variable (%) after it reaches a
steady state divided by change in the controller output (%).
7. To use reaction curve tuning, set the controller gain equal to ½ the process time
constant divided by the product of the process gain and dead time.
8. If the process lag is much larger than the loop dead time, set the reset time setting
equal to 4x the dead time and set the rate time setting equal to the dead time. If
process lag is much smaller than the loop dead time, set the reset time to 0.5x the loop
dead time and the rate time to zero.
9. If a high controller gain is used (e.g. > 10) use setpoint rate of change (velocity) limits if
a big kick in the controller output for setpoint changes is disruptive to operations for PD
on error (enable external reset feedback).
10. Make setpoint changes across the range of operation to make sure an operating point
with a higher controller gain or larger process dead time does not cause oscillations.
Monitor the loop closely over several days of operation.
Short Cut Ramp Rate Tuning Method
1. Choose largest step change in controller output and setpoint that is safe. If the test is to
be made in auto, increase the reset time by factor of 10x for test.
2. Add a PV filter to keep the controller output fluctuations from noise within the valve
deadband. Measure the initial rate of change of the process variable (∆PV1/∆t).
3. Make a either a change in controller output in manual or change in set point in auto
4. Note the time it take for the for the process variable to get out of the noise band as the
loop dead time.
5. Estimate the rate of change of the process variable (∆PV2/∆t) over successive dead time
intervals (at least two). Choose the largest rate of change. Subtract this from initial rate of
change of the process variable and divide the result by the step change in controller
output to get the integrating process gain.
6. Set the controller gain equal to the inverse of the product of integrating process gain and
loop dead time multiplied by 0.4 (self-regulating), 0.6 (integrating), and 0.8 (runaway)
• If the inverse of the integrating gain is much larger than the loop dead time, set the reset time
setting equal to 4x the process dead time and set the rate time setting equal to the process dead
time, otherwise set the reset time to 0.5x the process dead time and the rate time to zero
7. If a high controller gain is used (e.g. > 10) use setpoint rate of change (velocity) limits if a
big kick in the controller output for setpoint changes is disruptive to operations from PD
action on error (enable external reset feedback).
8. Make setpoint changes across the range of operation to make sure an operating point
with a higher controller gain or larger process dead time does not cause oscillations.
Monitor the loop closely over several days of operation.
On-Demand Tuning Algorithm
0 Time
(min)
e = sq rt (a2 - n2) If n = 0, then e = a
alternative to n is a filter to smooth PV
Adaptive Tuning Algorithm
Initial Model
Ep kl (t ) = ∑ γ kl Ei (t )
i =1
Gain = G1 kl
γ kl = 1 if parameter value p is used in
the model, otherwise is 0
0.30 oC overshoot
0.12 oC overshoot
0.13 oC overshoot
0.20 oC overshoot
0.11 oC overshoot
∆% PVmax
λ=
∆% PV
∗ ∆%COmax
∆t
∆%CO
Realizing that the integrating process gain is the PV rate of change per percent output change:
1 ∆% PVmax
λ= ∗
K i ∆%COmax
1 % PVLimit − % SP
λ= ∗
K i %COLimit − %CO
The above calculation would be done for high and low operating limits and various setpoints.
The smallest of the arrest times would be used in tuning.
Arrest Time for Max Variability Absorption - 2
The integrating process gain is the product of the valve, process, and measurement gains:
Ki = Kv ∗ K p ∗ K m
The valve gain or variable speed drive gain for a linear installed characteristic or flow loop is:
∆Fv ∆Fmax
Kv = =
∆%CO 100%
The level process gain for mass flow is (omit density term for volumetric flow):
1
Kp =
A∗ ρ
∆% PV 100%
Km = =
∆L ∆Lmax
Arrest Time for Max Variability Absorption - 3
Substituting in the valve, process, and measurement gains, the integrating process gain is:
A ∗ ρ ∗ ∆Lmax ∆% PVmax
λ= ∗
∆Fmax ∆%COmax
An equivalent setpoint rate limit on the controller output (e.g. flow controller setpoint):
2
∆%CO ∆%COmax ∆Fmax ∆%COmax
= = ∗
∆t max λ A ∗ ρ ∗ ∆Lmax ∆% PVmax
Simplified Approach for Diverse
Applications and Requirements
θo + θ w + θ v (θo + θ w + θ v ) 2
Ex = ∗ Eo Ei = ∗ Eo T63 = θ o + θ w + τ o
T63 T63
0.5 ∗ S m
θ w = Min(θ ∆T , θ S ) θ ∆T = 0.5 ∗ ∆Tw θS =
( ∆ % PV / ∆t ) max
Ko Eo
( ∆ % PV / ∆t ) max = K i ∗ ( Eo / K o ) Ki = ( ∆ % PV / ∆t ) max =
τo τo
0.5 ∗ S m ∗ τ o
θS =
Eo
129
Additional Dead Time from
Valve Stick-Slip, Resolution, or Deadband
0.5 ∗ S v
θv = ( ∆ %CO / ∆t ) max = K c ∗ ( ∆ % PV / ∆t ) max
( ∆ %CO / ∆t ) max
K ∗τ Sv Eo
K c = min x o , ( ∆ % PV / ∆t ) max =
K ∗
o o θ max [( N m − S m ),0 . 002 ] τo
K x ∗ Eo 0.5 ∗ S v ∗ K o ∗ θ o
( ∆ %CO / ∆t ) max = θv =
Ko ∗θo K x ∗ Eo
Increase in process gain from elimination of controller reaction to noise by wireless trigger level or
PID threshold sensitivity setting decreases dead time from valve stick-slip, resolution, or deadband
130
Nomenclature
A = cross sectional area (m2) (ft2)
Kc = controller gain (dimensionless)
Ki = integrating process gain (%/sec/% or 1/sec)
Kp = process gain (dimensionless) also known as open loop gain
∆Lmax = max change in level (e.g. level span) (m) (ft)
∆Fmax = max change in manipulated flow (e.g. flow span) (kg/sec) (lb/sec)
∆%CO = change in controller output (%)
∆%PV = change in process variable (%)
∆%SP = change in setpoint (%)
%SPff = setpoint feedforward (%)
∆t = change in time (sec)
∆tx = execution or update time (sec)
θo = total loop dead time (sec)
τf = filter time constant or well mixed volume residence time (sec)
τm = measurement time constant (sec)
τs = secondary (small) self-regulating process time constant (sec)
τ’p = primary (large) runaway process time constant (sec)
τp = primary (large) process time constant (sec)
Ti = integral (reset) time setting (sec/repeat)
Td = derivative (rate) time setting (sec)
Tr = rise time for setpoint change (sec)
to = oscillation period (sec)
λ = Lambda (closed loop time constant or arrest time) (sec)
λf = Lambda factor (ratio of closed to open loop time constant or 1/Ki factor)
131
Nomenclature