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Root Locus: Angle and Magnitude Conditions

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Deriving Transfer Functions from Differential EquationsComplex Numbers Introduction→→Root Locus: Asymptotes, Centroid, and Breakaway Points
root-locus angle-condition magnitude-condition locus

Core Idea

Root locus points satisfy ∠[1 + KG(s)] = ±180°(2k+1) (angle) and |1 + KG(s)| = 0 (magnitude). The locus traces closed-loop pole trajectories as gain K varies from 0 to ∞. Angle condition determines which points lie on the locus; magnitude condition determines the gain K at each point.

Explainer

From your study of transfer functions, you know that the closed-loop poles — the roots of the characteristic equation 1 + KG(s) = 0 — determine whether a system is stable and how its transient response behaves. Poles in the left half-plane mean decaying oscillations (stable); poles in the right half-plane mean growing oscillations (unstable). The root locus answers the natural design question: as we turn up the gain K from zero to infinity, where do the closed-loop poles go? The angle and magnitude conditions are the mathematical tests that define this trajectory.

The angle condition is derived directly from the characteristic equation. A point s₀ in the complex plane lies on the root locus if and only if it satisfies 1 + KG(s₀) = 0, which means KG(s₀) = −1. A complex number equals −1 when its magnitude is 1 and its angle is ±180°(2k+1) for integer k. The angle condition is the phase part of this requirement: ∠G(s₀) = ±180°(2k+1). This condition is independent of K — it depends only on the geometry of the open-loop poles and zeros, not on the gain value. To check whether any candidate point lies on the locus, you sum the angles contributed by all open-loop zeros (positive) and subtract the angles contributed by all open-loop poles (negative), measuring each angle as the argument of the vector from that pole or zero to the candidate point. If the total is an odd multiple of ±180°, the point is on the locus.

The magnitude condition is the other half: once you have confirmed a point lies on the locus (angle condition satisfied), the gain K at that point is determined by |KG(s₀)| = 1, so K = 1/|G(s₀)|. Geometrically, |G(s₀)| is the product of the distances from the candidate point to all open-loop zeros, divided by the product of the distances to all open-loop poles. This ratio equals 1/K, so larger distances correspond to smaller gain. At K = 0, the locus starts at the open-loop poles (where |G(s₀)| → ∞, making K → 0). As K → ∞, the locus ends at the open-loop zeros (finite zeros) or extends to infinity along asymptotes (for systems with more poles than zeros).

Together, the two conditions give you a complete geometric picture of how gain selection moves the closed-loop poles. In practice, you rarely test individual points by hand — the 180° rule and other construction rules (asymptotes, breakaway points, imaginary-axis crossings) let you sketch the locus quickly. But every rule in root locus construction is derived from these two fundamental conditions, so understanding them deeply means you can always return to first principles when a standard rule does not apply.

Practice Questions 5 questions

Prerequisite Chain

Understanding Zero → The Number Zero → Counting to Five → Counting to 10 → Counting to 20 → Counting a Set of Objects Up to 20 → Cardinality: The Last Number Counted → Matching Numerals to Quantities → Subitizing Small Quantities → Addition Within 10 → Number Bonds to 10 → Addition Within 20 → Doubles and Near Doubles → Doubles Facts Within 10 → Near Doubles Facts Within 20 → Mental Math Strategies for Addition → Mental Math: Adding and Subtracting Tens → Addition Within 100 → Repeated Addition as Multiplication → Multiplication as Equal Groups → Multiplication: Arrays → Basic Multiplication Facts (0s, 1s, 2s, 5s, 10s) → Multiplication Facts Within 100 → Division as Equal Sharing → Division as Grouping (Measurement Division) → Division: Grouping (Repeated Subtraction) Model → Division: Fair Sharing Model → Division as Equal Sharing → Division as Grouping → Basic Division Facts → Division Facts Within 100 → Multiplication and Division Fact Families → Relationship Between Multiplication and Division → Division Facts as Inverse of Multiplication → Remainders and Quotients in Division → Division Word Problems → Multi-Step Word Problems → Solving Multi-Step Word Problems → Multiplication Word Problems → Division Word Problems → Introduction to Long Division → Factors and Multiples → Prime and Composite Numbers → Equivalent Fractions → Relating Fractions and Decimals → Decimal Place Value → Integers and the Number Line → Comparing and Ordering Integers → Absolute Value → Adding Integers → Subtracting Integers → Multiplying Integers → Dividing Integers → Unit Rates → Proportions → Percent Concept → Converting Between Fractions, Decimals, and Percents → Operations with Rational Numbers → Two-Step Equations → Solving Multi-Step Equations → Equations with Variables on Both Sides → Angle Pairs: Complementary, Supplementary, and Vertical → Parallel Lines and Transversals → Corresponding Angles → Alternate Interior Angles → Triangle Angle Sum Theorem → Exterior Angle Theorem → Triangle Inequality Theorem → Similar Triangles: AA Similarity → Similar Triangles: SSS and SAS Similarity → Proportions in Similar Triangles → Right Triangle Trigonometry Introduction → Sine, Cosine, and Tangent Ratios → Trigonometric Ratios Review → Radian Measure → Converting Between Degrees and Radians → The Unit Circle → Graphing Sine and Cosine → Graphing Tangent and Reciprocal Trigonometric Functions → Derivatives of Trigonometric Functions → Antiderivatives → Indefinite Integrals → Basic Integration Rules → Riemann Sums → Definite Integral Definition → Double Integrals: Definition and Setup → Iterated Integrals and Fubini's Theorem → Double Integrals over Rectangular Regions → Double Integrals over General Regions → Applications of Double Integrals: Area, Mass, and Moments → Center of Mass → Conservation of Linear Momentum → Elastic Collisions → Inelastic Collisions → Coefficient of Restitution → Collision Analysis and Real-World Applications → Two-Body Collisions in the Center-of-Mass Frame → Reduced Mass and Two-Body Problems → Kinematics in Two Dimensions → Projectile Motion → Circular Motion: Kinematics → Simple Harmonic Motion → Introduction to Differential Equations → Laplace Transform: Fundamentals and Properties → Linear Time-Invariant (LTI) Systems and Properties → Deriving Transfer Functions from Differential Equations → Root Locus: Angle and Magnitude Conditions

Longest path: 107 steps · 649 total prerequisite topics

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