أصدرت دار جامعة عدن للطباعة والنشر كتاب جديد ضمن
سلسلة الكتاب الجامعي لعام 2013
بعنوان:
Control System Theory & Practice
Dr. A.Wali Hadi
غلاف الكتاب
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ونستعرض هنا مقدمة الكتاب ومحتوياته
This Engineering, University of Aden. It is intended to serve as a text book for those who are oriented towards electrical or control engineering and for other specializations probably less involved in control. It is a standard fundamental text book in Control Systems, which also serves as a basis for other more advanced courses in control engineering. So, this is a standard course known under various titles such as: Automatic Control Systems, Feedback Control Systems or Theory of Linear-Cbook comes as the outgrowth of teaching this course, for more than a decade, the undergraduate students of Electrical Engineering Department, Faculty ofontinuous Systems etc. Control systems are in fact systems with feedback. Feedback control is the basic mechanism by which systems, whether mechanical, electrical or biological, maintain their equilibrium or homeostasis. But we are not concerned here with natural control systems, such as those that occur in living organisms or in society, but with man-made control systems such as those used to control automobiles, aircrafts, satellites, robots and industrial processes. Feedback control may be defined as the use of different signals, determined by comparing the actual values of system variables to their desired values, as a means of controlling a system. An everyday example of a feedback control system is an automobile speed control, which uses the difference between the actual and the desired speed to vary the fuel flow rate.
Due to the basic nature of this course, the studied systems are essentially linear and continuous. However, a sufficient introductory material is given for discrete-data or digital systems. The theoretical aspects of control systems are covered in detail and complemented by a wealth of examples, solved problems and exercises.
This text book is subdivided into ten chapters:
The first one serves as a general introduction in control engineering; it provides the historical background of control engineering and the basic concepts of classical control theory.
The classical topic of modelling dynamic systems with differential equations is given in chapter two. This is complemented by analyzing the system performance in the t-domain in Chapter three. Emphasis is made on the solution of differential equations by classical analytical methods and by numerical methods associated with computational aids.
Chapter four is devoted to the standard subject on transfer functions, block diagrams and signal flow graphs. This method finds wide application in practice for the analysis of control system in the s-domain, due to its simplicity, flexibility and acceptable accuracy. Moreover, in this chapter, the main aspects of evaluating the performance of control systems i.e. stability, accuracy and sensitivity are presented. It should be noted, at this level, that algebraic criteria of stability are given only. Further criteria and techniques are given in respective chapters essentially those based on frequency response and root locus technique. Therefore this chapter is considered the core chapter and constitutes the minimum knowledge that any involved student needs.
In chapter five, the frequency-response method of analysis is presented. The three approaches of constructing frequency-transfer functions are discussed in sufficient detail. These methods are: Bode diagrams, Nyquist plots and Nichols diagrams. In these methods, the magnitude and the phase of the frequency-transfer function are varied function of the frequency, however the approach in each plot differs from one method to another.
The last method of classical control i.e. root-locus technique is discussed in chapter six. This method generalizes the idea presented in differential equation analysis consisting in that the system output and performance depends upon the location of the roots of the characteristic equation of the system in the s-plane. Thus the loci of the roots of the system are plotted by varying the overall gain of the system from zero to infinity. The gain can be varied in the negative direction for the complementary root loci of the system. A wealth of numerical examples are given along with further exercises. By this, the main methods of classical control are covered. This material may be sufficient for students who are not specialized in control engineering.
More advanced material in control systems is given starting by chapter seven, in which the state-variable method of analysis of control systems is treated. It is well known that although this method is considered as a ‘modern method’, it is, strictly speaking, based on the transformation of higher-order differential equations into a set of first-order differential equations. However, this approach makes this method more adapted to multi-variable systems and computer solutions.
All the cited methods are related to the analysis of linear, time-invariant and continuous control systems. The other complementary aspect of study of control systems i.e. design of control systems is treated in chapter eight. This is precisely, the synthesis of analogue controllers: proportional (P), proportional-integral (PI), proportional-derivative (PD) and proportional-derivative-integral (PID). It is important to underline that it is estimated around of 90% of controllers used in industry are PID controllers. The design of the other category of analogue controllers known as:: phase-lead, phase-lag and lead-lag compensators is also performed with the same depth of treatment. Frequency-response and root-locus methods are applied for the design of both categories of analogue controllers. These eight chapters cover both aspects of analysis and design of classical control or linear-continuous systems.
Chapter nine is concerned with another type of control systems i.e. Discrete-Data Control Systems or Digital Control Systems in which computers, microprocessors and other digital devices are used for control of plants or processes. It should be recognized that the presented material is just an introduction to this extremely important area of control and for a full treatment normally a special book is required. However, the detail study of linear continuous systems or analogue systems serves as a good basis for the further study of digital control systems.
The last chapter in this book provides a brief outline of modern or advanced control to give sufficient insight at the main trends of their development, which is a valuable information for students wishing to deepen their knowledge in this area or probably for those who wish to continue their further study in control engineering..
The book is written by taking into consideration of the fulfilment the following tasks:
- Limitation of the theoretical aspects to the required minimum, so some of the cited theorems are given without proof, but the interested reader can refer to respective references for more information on the topic.
- Emphasis is given on problem solving and practical applications, therefore a big number of solved examples is given within each chapter.
- The same level of importance is given for manual solution and computerized solution of tackled problems. It should be acknowledged here that the software Matlab is used for the solution of a wealth of examples and problems.
- It is felt that is more appropriate to end each chapter by related problems for self study.
The book ends with appendixes including further material related to the treated topics, essentially: the respective tables of Laplace, z-transforms and modified z transform and w-transform are also given. Finally, a brief presentation of the utilized software in this book i.e. Matlab is presented.
The book is accompanied with a Solutions Manual of the questions and problems given at the end of chapter of the book. No doubt that this manual will offer further help for students as well as for instructors.
I hope that the collected material in this book will be helpful for our students in the Faculty and for students in other universities. Any comments or suggestions are always welcomed to my address or E-mail. Finally, I should acknowledge the help and support that I have found from my colleagues in electrical engineering department, interactivity and patience from my students and the Aden University Press that produces a good end of this book. A special gratitude is forwarded to
my family for their understanding and tolerance.
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Page
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PREFACE
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iv
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CHAPTER
1
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INTRODUCTION TO CONTROL SYSTEMS
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1
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1-1
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Introduction
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1
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1-2
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Basic Concepts of Control Systems
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1
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1-2-1
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Definition of a Control System
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2
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1-2-2
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Control Strategies
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2
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1-2-3
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Components and Signals in a Control System
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4
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1-3
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Examples of Control Systems
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7
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1-3-1
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Steering Control
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7
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1-3-2
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Control of Electric Motors
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7
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1-3-3
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Generator Control
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7
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1-3-4
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Lift Control
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8
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1-3-5
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Machine Tools
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9
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1-3-6
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Manipulators
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10
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1-3-7
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Furnace Control
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10
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1-3-8
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Tank Reactor
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11
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1-4
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Classification of Control Systems
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12
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1-4-1
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Linear and Nonlinear Systems
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12
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1-4-2
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Time-Invariant and Time Varying Systems
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13
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1-4-3
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Monovariable and Multivariable Systems
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13
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1-4-4
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Continuous and Discrete-Data Systems
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14
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1-5
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Historical Background
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15
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1-5-1
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Conventional Control
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15
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1-5-2
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Modern Control
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17
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1-6
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Modelling and Simulation in Control Systems
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19
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Questions
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20
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CHAPTER
2
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MODELLING OF DYNAMIC SYSTEMS
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21
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2-1
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Introduction
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21
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2-2
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Mechanical Translational Systems
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22
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2-2-1
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Mass and Inertial Forces
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22
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2-2-2
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Linear Springs
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23
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2-2-3
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Damping and Friction
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24
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2-3
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Mechanical Rotational Systems
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27
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2-3-1
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Inertia
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27
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2-3-2
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Rotational Damping
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28
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2-3-3
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Torsional Springs
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28
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2-3-4
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Gears and Belts
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29
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2-4
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Other Mechanical Systems
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31
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2-4-1
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Liquid Level System
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31
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2-4-2
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Thermal System
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33
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2-5
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Electric and Electronic Networks
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34
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2-5-1
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Resistors
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35
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2-5-2
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Inductors
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35
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2-5-3
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Capacitors
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36
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2-5-4
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Operational Amplifiers
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37
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2-5-5
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Transistor Family
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38
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2-5-6
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Thyristor Family
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39
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2-5-7
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Applications
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40
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2-6
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Electromechanical Systems
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45
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2-6-1
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Armature-Controlled DC Motors
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46
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2-6-2
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Field-Controlled DC Motors
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47
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2-6-3
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Two-Phase Servomotors
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48
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2-7
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Sensors and Encoders
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49
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2-7-1
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Potentiometers
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50
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2-7-2
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Tachometers
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51
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2-7-3
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Hall Sensors
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52
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2-7-4
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Resolver-Based Systems
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52
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2-7-5
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Encoder-Based Systems
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54
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Problems
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57
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CHAPTER
3
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TIME-DOMAIN ANALYSIS
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61
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3-1
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Introduction
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61
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3-2
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Standard Inputs
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62
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3-2-1
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Impulses
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62
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3-2-2
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Singularity Functions
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62
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3-2-3
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Periodic Signals
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63
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3-3
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Explicit Solution of Ordinary Differential Equations
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64
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3-3-1
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Solution of First-Order Ordinary Differential Equations
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65
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3-3-2
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Solution of Second-Order Ordinary Differential Equations
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72
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3-3-3
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Solution of High-Order Ordinary Differential Equations
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93
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3-4
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Numerical Integration of Differential Equations
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98
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3-4-1
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Numerical Methods
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98
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3-4-2
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Numerical Integration of Differential Equations by Programming
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99
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3-4-3
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Numerical Integration of Differential Equations by Mathcad Solvers
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102
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3-4-4
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Numerical Integration of Differential Equations by Matlab Solvers
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103
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3-4-5
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Classical Simulation Diagrams
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106
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Problems
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109
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CHAPTER
4
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SYSTEM REPRESENTATION BY TRANSFER FUNCTION METHOD
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113
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4-1
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Introduction
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113
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4-2
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Transfer Function
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113
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4-2-1
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Definitions
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114
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4-2-2
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Transfer Function of Basic Elements
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115
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4-2-3
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Transfer Function of Dynamic Systems
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128
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4-3
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Block Diagrams
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136
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4-3-1
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Reduction Rules for Block Diagrams
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137
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4-3-2
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Signal Flow Graphs
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141
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4-3-3
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Gain Formula
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144
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4-5
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Transient Response
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150
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4-5-1
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Analytical Approach
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150
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4-5-2
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Computer Simulation
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156
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4-6
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Evaluation of Steady-State Error
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157
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4-6-1
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Types of Input Signals
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158
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4-6-2
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System Types
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159
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4-7
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Algebraic Criteria of Stability
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162
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4-7-1
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Background
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162
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4-7-2
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Hurwitz Criterion
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164
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4-7-3
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Routh Tabulation
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166
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Problems
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174
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CHAPTER
5
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FREQUENCY RESPONSE ANALYSIS
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177
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5-1
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Introduction
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177
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5-2
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Graphical Representation of Frequency Response
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179
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5-3
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Frequency Response of Basic Elements
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180
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5-4
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Numerical Calculation of Frequency Response
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199
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5-5
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Sketching the Frequency Response
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202
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5-5-1
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Bode Diagrams
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202
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5-5-2
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Direct Polar Plots
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212
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5-6
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Stability in The Frequency Domain
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215
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5-6-1
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Nyquist Stability Criterion
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216
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5-6-2
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Relative Stability
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222
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5-7
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Closed-Loop Frequency Response
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225
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5-7-1
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Polar Plot
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225
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5-7-2
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M-contours and -contours
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226
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5-7-3
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Nichols Chart
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231
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5-8
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Matlab Code for Plot of Frequency Response Diagrams
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235
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Problems
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237
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CHAPTER
6
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ROOT-LOCUS METHOD OF ANALYSIS
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239
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6-1
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Introduction
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239
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6-2
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Principles of Plotting Roots of the Characteristic Equation
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240
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6-3
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Basic Criteria of Root Locus
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241
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6-4
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Procedure of Geometrical Construction of Root Locus
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243
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6-4-1
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Construction Rules
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243
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6-4-2
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The Complementary Root Locus
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245
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6-4-3
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Unit-Step Response and Performance Characteristics
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245
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6-5
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Effect of Addition Poles and Zeros
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258
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6-5-1
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Addition of a Pole
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259
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6-5-2
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Addition of a Zero
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261
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6-6
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Root Contours
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263
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6-7
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Further Examples
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266
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6-8
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Root-Locus Plot with Matlab
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279
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Problems
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280
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CHAPTER
7
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STATE-VARIABLE METHOD OF ANALYSIS
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283
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7-1
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Introduction
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283
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7-2
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Matrix Representation of Dynamic Equations
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283
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7-3
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Solution of Dynamic Equations
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288
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7-3-1
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Properties of the State Transition Matrix
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288
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7-3-2
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Alternative Expression of the State Transition Equation
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289
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7-4
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Application of State Diagrams
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291
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7-5
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Relationship Between Differential Equations, Transfer Functions and Dynamic Equations
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295
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7-5-1
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Transformation of High-Order Differential Equations into Dynamic Equations
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295
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7-5-2
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Transformation of Dynamic Equations into Transfer Functions
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301
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7-5-3
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Transformation of Transfer Functions into Dynamic Equations
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303
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7-6
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State Transformation
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308
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7-6-1
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Transformation into Diagonal Canonical Form (DCF)
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309
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7-6-2
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Transformation into Controllability Canonical Form (CCF)
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316
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7-6-3
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Transformation into Observability Canonical Form (OCF)
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319
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Problems
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324
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CHAPTER 8
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DESIGN OF CONTROL SYSTEMS
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327
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8-1
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Introduction
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327
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8-1-1
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Design Objectives
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328
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8-1-2
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Types of Controllers
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329
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8-2
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PID Controllers
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330
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8-2-1
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Proportional (P) Controllers
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331
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8-2-2
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Proportional-Derivative (PD) Controllers
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332
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8-2-3
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Proportional-Integral (PI) Controllers
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334
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8-2-4
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Proportional-Derivative-Integral (PID) Controllers
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366
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8-2-5
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Tuning PID Controllers
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338
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8-2-6
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Other Types of PID Controllers
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341
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8-3
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Lag-lead Compensators
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344
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8-3-1
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Phase-lag Compensator: An Approximation of PI Controller
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344
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8-3-2
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Phase-lead Compensator: An Approximation of PD Controller
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347
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8-3-3
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Lag-lead Compensator: An Approximation of PID Controller
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350
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8-4
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Design Application with PD Controller
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353
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8-4-1
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Position Control System
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353
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8-4-2
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Design by the Frequency Response
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355
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8-4-3
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Design by the Root Locus
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362
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8-5
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Design Application with PI Controller
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365
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8-5-1
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Design by the Frequency Response
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365
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8-5-2
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Design by the Root Locus
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369
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8-6
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Design Application with PID Controller
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371
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8-6-1
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Design by the Frequency Response
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372
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8-6-2
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Design by the Root Locus
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375
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8-6-3
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Matlab Code for the System with PID Controller
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376
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8-7
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Design Application with Lag Compensator
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378
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8-7-1
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Design by the Frequency Response
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378
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8-7-2
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Design by the Root Locus
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381
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8-8
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Design Application with Lead Compensator
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382
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8-8-1
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Design by the Frequency Response
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382
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8-8-2
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Design by the Root Locus
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386
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8-9
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Design Application with Lag-lead Compensator
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387
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8-9-1
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Design by the Frequency Response
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387
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8-9-2
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Design by the Root Locus
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393
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8-10
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Pole Placement Design by State Feedback
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397
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8-11
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Robust Control
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399
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Problems
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402
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CHAPTER
9
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FUNDAMENTALS OF DIGITAL CONTROL SYSTEMS
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405
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9-1
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Introduction
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405
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9-2
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Data Conversion
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407
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9-2-1
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Sampling
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407
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9-2-2
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Quantizing and Encoding
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411
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9-2-3
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Data Reconstruction
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412
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9-3
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The z-Transform
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414
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9-3-1
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Definition of the z-Transform
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414
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9-3-2
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Properties of the z-Transform
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415
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9-3-3
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The Inverse z-Transform
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417
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9-3-4
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System Stability in the z-plane
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418
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9-4
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z-Transfer Function and Block Diagrams
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427
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9-4-1
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Pulse Transfer Function
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427
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9-4-2
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z-Transfer Function
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428
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9-4-3
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Reduction of Block Diagrams
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428
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9-5
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Analysis of a Typical Digital Control System
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432
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9-5-1
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General Analysis
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433
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9-5-2
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Application for a First-Order Plant
|
434
|
|
|
9-5-3
|
Application for a Second-Order Plant
|
436
|
|
9-6
|
Error Evaluation in Digital Control Systems
|
437
|
|
9-7
|
Design of Digital Controllers
|
442
|
|
|
9-7-1
|
Digital Redesign
|
442
|
|
|
9-7-2
|
Method of Dominant Poles
|
444
|
|
|
Problems
|
449
|
|
|
|
|
CHAPTER 10
|
INTRODUCTION TO ADVANCED CONTROL SYSTEMS
|
453
|
|
10-1
|
Introduction
|
453
|
|
10-2
|
Process Control Systems
|
454
|
|
|
10-2-1
|
Principle of a Process Plant
|
454
|
|
|
10-2-2
|
Basic Concepts of Process Control
|
456
|
|
|
10-2-3
|
Models of Process Plants
|
457
|
|
|
10-2-4
|
Process Controllers
|
457
|
|
10-3
|
Nonlinear Control Systems
|
459
|
|
|
10-3-1
|
Standard Nonlinearities
|
459
|
|
|
10-3-2
|
A system with Nonlinear Element
|
462
|
|
|
10-3-3
|
Describing Function
|
463
|
|
10-4
|
Multivariable Control Systems
|
467
|
|
|
10-4-1
|
Modelling of Multivariable Control Systems
|
467
|
|
|
10-4-2
|
Controllers for Multivariable Control Systems
|
471
|
|
10-5
|
Digital Control Systems
|
474
|
|
|
|
10-5-1
|
Modelling of Digital Control Systems
|
474
|
|
|
|
10-5-2
|
Design of Digital Controllers
|
479
|
|
|
10-6
|
Identification
|
481
|
|
|
|
10-6-1
|
Principle of Identification
|
482
|
|
|
|
10-6-2
|
Identification by the Impulse Response
|
483
|
|
|
10-7
|
Optimal Control
|
485
|
|
|
|
10-7-1
|
Formulation of the Optimal Problem
|
485
|
|
|
|
10-7-2
|
Maximum Principle for Continuous Systems
|
487
|
|
|
|
10-7-3
|
Maximum Principle for Discrete Systems
|
488
|
|
|
10-8
|
Adaptive Control Systems
|
489
|
|
|
|
10-8-1
|
Indirect Adaptive Controllers
|
490
|
|
|
|
10-8-2
|
Direct Adaptive Controllers
|
490
|
|
|
|
10-8-3
|
Model Reference Adaptive Control
|
491
|
|
|
10-9
|
Fuzzy Control
|
492
|
|
|
|
10-9-1
|
Fuzzy Sets
|
492
|
|
|
|
10-9-2
|
Fuzzy Relations
|
495
|
|
|
|
10-9-3
|
Fuzzy Logic
|
496
|
|
|
|
10-9-4
|
Fuzzy Rule-Based Systems
|
497
|
|
|
|
10-9-5
|
Fuzzy Logic Controllers
|
498
|
|
|
10-10
|
Artificial Neural Networks
|
502
|
|
|
|
10-10-1
|
Definitions
|
502
|
|
|
|
10-10-2
|
Learning
|
504
|
|
|
|
10-10-3
|
Learning Rules
|
505
|
|
|
10-11
|
Industrial Control Systems
|
512
|
|
|
|
10-11-1
|
Programmable Logic Controllers
|
513
|
|
|
|
10-11-2
|
Advanced PLCs
|
520
|
|
|
|
|
|
|
|
|
References
|
523
|
|
|
|
|
|
|
|
|
Appendixes
|
531
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|