It is best practice to follow a formal
procedure or "recipe" when designing and tuning a
PID
(proportional-integral-derivative) controller.
A
recipe-based approach is the fastest method for moving a controller
into operation. And in most all cases, the resulting loop performance will be superior to a controller
tuned using a guess-and-test or trial-and-error method.
Additionally, a recipe-based approach
overcomes many of the concerns that makes control projects challenging in a commercial operating environment. Specifically, the recipe-based
method causes less disruption to the production schedule, wastes less raw material
and utilities, requires less personnel time, and generates less off-spec product.
The recipe for success is short:
|
1. |
Establish the design level of operation (the normal or
expected values for set point and major disturbances)
|
|
2. |
Bump the process and collect controller output (CO) to
process variable (PV) dynamic process data around this design level |
|
3.
|
Approximate the process data behavior with a first order
plus dead time (FOPDT) dynamic model
|
|
4. |
Use the model parameters from step 3 in rules and
correlations to complete the controller design and tuning. |
We explore each step of this recipe in detail in
other articles on this site. For now, we introduce some initial thoughts about steps 2 and
4.
Step 2: Bumping Our Process and Collecting CO to PV Data
From a controller's view, a complete control loop
goes from
wire out to wire in as shown below.
Whenever we mention controller output (CO) or process variable (PV) data
anywhere on this site, we are specifically referring to the data signals
exiting and entering our controller at the wire termination interface.

To generate CO to PV data, we bump our process. That is, we step or pulse the
CO (or the set point if in automatic mode as
discussed here) and record PV data as the process responds. Here
are three basic rules we follow in all of our examples:
When performing a bump test, it is important that the CO moves far enough
and fast enough to
force a response that clearly dominates any noise or random error in the
measured PV signal. If the CO to PV cause and effect response is clear enough to
see by eye on a data plot, we can be confident that
modern software can model it.
· The
disturbances should be quiet during the bump test
We desire that the dynamic test data contain PV response data that has been clearly, and in the ideal world exclusively, forced by changes in the CO.
Data that has been corrupted by unmeasured disturbances is
of little value for controller design and tuning. The model (see below) will
then incorrectly describe the CO to PV cause and effect relationship. And as a
result, the controller will not perform correctly. If we are concerned that a disturbance event has corrupted test data, it is conservative to rerun the test.
Step 4: Using Model Parameters For Design and Tuning
The final step of the recipe states that once we have obtained model parameters
that approximate the dynamic behavior of our process, we can
complete the design and tuning of our PID controller.
We look ahead at this last step because this is where the payoff of the
recipe-based approach is clear. To establish the merit, we assume for now that we have determined the design level of operation for our
process (step 1), we have collected a proper data set rich in dynamic process information
around this design level (step 2), and we have approximated the behavior
revealed in the process data with a first order plus dead time (FOPDT) dynamic model (step
3).
Thankfully, we do not need to know what a FOPDT model is or even what it looks like. But we do need to know
about the three model parameters that result when we fit this approximating model to
process data:
▪
process gain, Kp
▪
process time constant, Tp
▪
process dead time, Өp
| Aside: we do not need to understand differential equations
to appreciate the articles on
this site. But for those interested, we note that the
first order plus dead time (FOPDT) dynamic model has the form:

Where:
PV(t) = measured process variable as a function of time
CO(t – Өp) = controller output signal
as a function of time and shifted by Өp
Өp = process dead
time
t = time
The other variables are as listed above this box. It is a first order differential equation because it has one derivative with one time constant, Tp.
It is called a first order plus dead time equation because it also directly accounts for a
delay or dead time,
Өp, in the CO(t) to PV(t) behavior.
|
We study what these three model parameters are and how to compute them in
other articles, but here is why process gain, Kp, process time constant, Tp, and process dead time, Өp, are all important:
• Tuning
These three model parameters can be plugged into proven correlations to directly compute
P-Only, PI, PID, and PID with CO Filter tuning values. No more trial and error.
No more tweaking our way to acceptable
control. Great performance can be readily achieved with the step by step recipe listed above.
• Controller Action
Before implementing our controller, we must input the proper direction our controller should move to correct for growing errors. Some vendors use the term “reverse acting” and “direct acting.” Others use terms like “up-up” and “up-down” (as CO goes up, then PV goes up or down). This specification is determined solely by the sign of the process gain, Kp.
• Loop Sample Time, T
Process time constant, Tp, is the clock of a process. The size of Tp indicates the maximum desirable loop sample time. Best practice is to set loop sample time, T, at 10 times per time constant or faster (T ≤ 0.1Tp).
Sampling faster will not necessarily provide better performance, but it is a
safer direction to move if we have any doubts. Sampling too slowly will have a
negative impact on controller performance. Sampling slower than five times per time constant
will lead to degraded performance.
• Dead Time Problems
As dead time grows larger than the process time constant (Өp > Tp), the control loop can benefit greatly from a model based dead time compensator such as a Smith predictor.
The only way we know if Өp > Tp
is if we have followed the recipe and computed the parameters of a FOPDT model.
• Model Based Control
If we choose to employ a Smith predictor, a dynamic feed forward element, a multivariable decoupler,
or any other model based controller, we need a dynamic model of the process to
enter into the control computer. The FOPDT model from step 2 of the recipe is
often appropriate for this task.
Fundamental to Success
With tuning values, loop specifications, performance diagnostics and advanced control
all dependent on knowledge of a dynamic model, we begin to see that process gain, Kp; process time constant, Tp; and process dead time,
Өp; are
parameters of fundamental importance to success in process control.
Return to the
Table of Contents to learn more.
Copyright © 2007 by Douglas J. Cooper. All Rights Reserved.