Root Locus Gain Design

Graduate Depth 114 in the knowledge graph I know this Set as goal
Unlocks 20 downstream topics
root-locus gain-selection damping-ratio natural-frequency dominant-poles performance-specs

Core Idea

Root locus gain design selects the controller gain K so that the closed-loop poles lie at desired locations in the s-plane, meeting time-domain performance specifications such as percent overshoot, settling time, and rise time. The design procedure maps performance specs into s-plane regions: a damping ratio ζ requirement defines lines of constant angle θ = cos⁻¹(ζ) from the negative real axis, a natural frequency ωn requirement defines a circle of radius ωn centered at the origin, and a settling time requirement defines a vertical boundary at σ = −4/t_s (for 2% criterion). The designer identifies where the root locus crosses the desired damping line or enters the acceptable region, then computes the corresponding K using the magnitude condition |G(s)H(s)| = 1/K at that point. When the locus does not pass through the desired region, a compensator (adding poles or zeros) must reshape the locus before gain selection — pure gain adjustment alone cannot place poles arbitrarily. The dominant pole approximation assumes that the closed-loop response is primarily governed by the poles nearest the imaginary axis, provided other poles are at least five times farther to the left.

How It's Best Learned

Given a plant transfer function with specified overshoot and settling time requirements, convert the specs to a target region in the s-plane, sketch the root locus, and graphically determine the gain K at the intersection point. Verify by computing the closed-loop step response and checking whether higher-order poles violate the dominant-pole assumption. Repeat for systems where the locus does not intersect the desired region to motivate compensator design.

Common Misconceptions

Explainer

From your prerequisite work on root locus construction rules, you can draw the paths that closed-loop poles trace in the s-plane as the gain K varies from 0 to ∞. At K = 0, the closed-loop poles sit at the open-loop poles; as K → ∞, they migrate toward the open-loop zeros (or to infinity along asymptotes). The root locus tells you *where* the poles can go. Root locus gain design answers the follow-up question: where *should* they go, and what value of K puts them there?

The design procedure starts by translating time-domain performance specifications into geometric regions in the s-plane. A specified percent overshoot maps to a minimum damping ratio ζ via OS% = 100·e^(−πζ/√(1−ζ²)), which in turn defines a pair of lines radiating from the origin at angle θ = cos⁻¹(ζ) from the negative real axis. Poles on the left side of these lines are damped enough; poles to the right are not. A specified settling time t_s ≈ 4/σ (2% criterion) defines a vertical boundary: poles must be at least this far to the left of the imaginary axis. A specified natural frequency ωn defines a circle of radius ωn — poles inside meet the speed requirement. The intersection of all these regions is the target zone where the desired closed-loop poles should land.

Once you identify the target zone, you look at where the root locus passes through it. If the locus intersects the target zone, you apply the magnitude condition to find K: at the desired pole location s* on the locus, the condition |G(s*)H(s*)| = 1/K must hold. Rearranging: K = 1/|G(s*)H(s*)|. Geometrically, K equals the product of distances from s* to all open-loop poles divided by the product of distances to all open-loop zeros. This is the gain you program into the controller.

If the root locus does not pass through the target zone at any finite gain — a common situation — then gain alone cannot achieve the specifications. This is the fundamental limitation that motivates compensator design: adding poles or zeros to the open-loop transfer function reshapes the locus so it does pass through the desired region. The dominant pole approximation simplifies verification: if the closed-loop poles you placed are the leftmost ones and all others are at least five times farther left, the response is well-approximated by just those two poles, and the predicted overshoot and settling time are accurate. Checking this assumption is always the last step — a design that looks correct on the root locus can still produce incorrect behavior if non-dominant poles are not far enough away.

Practice Questions 5 questions

Prerequisite Chain

Counting to 10Counting to 20Understanding ZeroThe Number ZeroCounting to FiveOne-to-One CorrespondenceCombining Small Groups Within 5Addition Within 10Addition Within 20Two-Digit Addition Without RegroupingTwo-Digit Addition with RegroupingAddition Within 100Repeated Addition as MultiplicationMultiplication Facts Within 100Division as Equal SharingDivision as Grouping (Measurement Division)Division: Grouping (Repeated Subtraction) ModelDivision: Fair Sharing ModelDivision as Equal SharingDivision as GroupingBasic Division FactsDivision Facts Within 100Two-Digit by One-Digit DivisionDivision with RemaindersRemainders and Quotients in DivisionDivision Word ProblemsIntroduction to Long DivisionFactors and MultiplesPrime and Composite NumbersEquivalent FractionsRelating Fractions and DecimalsDecimal Place ValueReading and Writing DecimalsComparing and Ordering DecimalsAdding and Subtracting DecimalsMultiplying DecimalsDividing DecimalsDividing FractionsMixed Number ArithmeticOrder of OperationsInteger Order of OperationsVariable ExpressionsCombining Like TermsOne-Step EquationsTwo-Step EquationsSolving Multi-Step EquationsEquations with Variables on Both SidesAngle Pairs: Complementary, Supplementary, and VerticalParallel Lines and TransversalsCorresponding AnglesAlternate Interior AnglesTriangle Angle Sum TheoremExterior Angle TheoremTriangle Inequality TheoremSimilar Triangles: AA SimilaritySimilar Triangles: SSS and SAS SimilarityProportions in Similar TrianglesRight Triangle Trigonometry IntroductionTrigonometric Ratios ReviewRadian MeasureConverting Between Degrees and RadiansThe Unit CircleGraphing Sine and CosineGraphing Tangent and Reciprocal Trigonometric FunctionsDerivatives of Trigonometric FunctionsAntiderivativesIterated Integrals and Fubini's TheoremDouble Integrals in Cartesian CoordinatesDouble Integrals over Rectangular RegionsDouble Integrals in Polar CoordinatesDouble Integrals: Definition and SetupIterated Integrals and Fubini's TheoremDouble Integrals over Rectangular RegionsDouble Integrals over General RegionsApplications of Double Integrals: Area, Mass, and MomentsTriple Integrals in Cartesian CoordinatesTriple Integrals in Cylindrical and Spherical CoordinatesChange of Variables and the Jacobian DeterminantApplications of Triple Integrals: Volume and MassVector Fields and Their RepresentationsLine Integrals of Vector FieldsGreen's TheoremSurface Integrals and Flux of Vector FieldsSurface Integrals and Flux of Vector FieldsDivergence Theorem: Flux and OutflowDivergence TheoremElectric FluxGauss's LawConductors in Electrostatic EquilibriumCapacitance and CapacitorsDielectricsDielectric Constant and Relative PermittivityElectric Field Inside Dielectric MaterialsDielectric Materials and PolarizationDielectric Susceptibility and PermittivityEnergy Density in Electric FieldsElectric Current and Current DensityElectrical Resistance and ResistivityOhm's Law and Circuit ElementsElectromotive Force (EMF) and BatteriesKirchhoff's Circuit Laws: Voltage and CurrentDC Circuit Network Analysis MethodsTransient Response in RC CircuitsRC CircuitsLC and RLC CircuitsSecond-Order Transient Circuit ResponseFeedback Control FundamentalsLaplace Transform Methods for ControlTransfer Functions and System ModelingFirst-Order System Time ResponseSecond-Order System Time ResponseRouth-Hurwitz Stability CriterionRoot Locus MethodRoot Locus Construction RulesRoot Locus Gain Design

Longest path: 115 steps · 635 total prerequisite topics

Prerequisites (2)

Leads To (2)