Root Locus Method

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Core Idea

The root locus is a graphical method showing how closed-loop poles migrate in the complex s-plane as the gain parameter K varies from 0 to ∞. Starting at the open-loop poles (K=0) and terminating at the open-loop zeros or infinity (K→∞), the locus is symmetric about the real axis and satisfies the angle condition ∠G(s)H(s) = ±180°(2k+1). Key construction rules include: number of branches equals number of open-loop poles; asymptote angles are 180°(2k+1)/(n−m); the centroid of asymptotes is (Σpoles − Σzeros)/(n−m); real-axis locus exists to the left of an odd count of open-loop poles and zeros. The root locus provides immediate visual insight into how gain affects stability and dominant transient behavior.

How It's Best Learned

Sketch loci by hand using the construction rules before verifying with MATLAB's rlocus() or Python's control.root_locus(). Focus on understanding why the angle condition governs locus membership rather than memorizing rules in isolation.

Common Misconceptions

Explainer

From the Routh-Hurwitz criterion, you can determine whether a closed-loop system is stable for a given gain. But Routh-Hurwitz gives you a yes/no answer about stability — it doesn't show you *how* the poles are moving or whether increasing gain makes the system faster, slower, or more oscillatory. The root locus provides the full picture: it traces every closed-loop pole position simultaneously as gain K varies from zero to infinity.

The starting logic is straightforward. For a unity-feedback loop with forward gain K·G(s), the closed-loop poles satisfy 1 + K·G(s) = 0, or equivalently G(s) = −1/K. As K → 0, the closed-loop poles approach the open-loop poles of G(s) (because small K means weak feedback and the loop barely closes). As K → ∞, the closed-loop poles must approach the open-loop zeros or escape to infinity along asymptotes (because infinite gain would force G(s) = 0 at some finite s, which occurs at zeros). Between these extremes, the poles trace continuous paths in the s-plane — one path per open-loop pole, starting at each pole and ending at each zero or at infinity. The angle condition ∠G(s) = ±180° is the membership test: a point s₀ is on the locus if and only if the product of angles from all open-loop zeros to s₀ minus the sum of angles from all poles to s₀ equals an odd multiple of 180°. This geometric condition is the locus's definition.

The construction rules make sketching tractable without solving high-degree polynomials. The real-axis rule — locus exists to the left of an odd count of real poles and zeros — follows directly from the angle condition on the real axis, where all angles are 0° or 180°. The asymptote angles (180°(2k+1)/(n−m) for k = 0, 1, ...) and centroid ((Σpoles − Σzeros)/(n−m)) tell you where locus branches escaping to infinity are headed, which reveals whether high gain drives the system unstable. A locus branch crossing the imaginary axis means a pair of poles is becoming purely imaginary — marginally stable. You can find the crossing gain from Routh-Hurwitz, connecting the two tools you know.

The power of the root locus for design lies in its visual directness. A glance at the locus tells you whether increasing gain stabilizes or destabilizes the system, where the dominant poles (closest to the imaginary axis) sit and therefore what the transient response looks like, and at what gain the system becomes unstable. More importantly, when a simple gain adjustment cannot place the poles where you need them, the locus reveals *why* — and adding a compensator pole or zero reshapes the entire locus, physically pulling branches toward better regions of the s-plane. The lead compensator (zero to the left of the dominant poles, pole further left) rotates the locus toward the left half-plane, improving speed and damping. The lag compensator improves steady-state error without significantly altering dynamic response. The root locus is not just an analysis tool — it is the geometric language of classical compensator design.

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 Method

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