In a previous post we discussed how the principles of operation of a balance scale could be understood as a feedback loop with integral action. We left off after analyzing the impact of measurement disturbances in the loop and mentioned that input disturbances could be used to model “operator errors.”
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The motivation for considering “operator errors” is that it is very likely that a human operating the scale will not be able to produce weights, that is the signal $u$, that are exactly proportional to the error signal $e$. In that case an input disturbance $w$ entering the loop as in Fig. 1.13 can be used to model the “operator error” in producing the “control signal” $u$.
With the addition of the input disturbance, and following the same reasoning as in Part I of this post, it is possible to describe the loop in Fig. 1.13 by the recursive equations
$$y(k+1)=y(k) + u(k) + w(k), \quad u(k) = K e(k), \quad e(k) = \bar{y} – y(k).$$
As before, it is possible to obtain a recursion to describe the error signal $e$ as in
$$
\begin{aligned}
e(k+1) &=\bar{y} – y(k+1) \\
&= \bar{y} – (y(k) +u(k) + w(k)) \\
&= \bar{y} – (\bar{y}-e(k)) -K e(k)- w(k) \\
&= (1 – K) e(k) – w(k)
\end{aligned}
$$
Note how assuming that the reference signal $\bar{y}(k)=\bar{y}$ is constant has the effect of cancelling $\bar{y}$ from the recursion. This is integral action once again at work!
A reasonable assumption on the disturbance $w(k)$ might be that it is small when compared with $u(k)$. For example, that $w(k)=\delta(k) \, u(k)$ and that $\delta(k)$ is bounded, say $|\delta(k)| \leq \gamma$. Note that we are not saying how small $\gamma$ should be! That’s a question that we will seek to answer based on what we know about the system. Indeed, because
$$
\begin{aligned}
|e(k+1)| &= |(1 – K) e(k) – w(k)| \\
&= |(1 – K) e(k) + \delta(k) u(k)| \\
&= |1 – K – \delta(k) K| |e(k)|,
\end{aligned}
$$
the error $e(k)$ converges to zero even in the presence of operator errors as long as
$$|1-K+\delta(k) K|\leq|1-K|+|K||\delta(k)|\leq |1-K|+|K|\gamma<1.$$
In other words, if
$$\gamma<\frac{1-|1-K|}{|K|}.$$
One conclusion is that, since $K > 0$ and $|1-K|<1$, it will always be possible to tolerate some operator error. Better yet, if the operator is cautious, that is if $0<K<1$ then
$$\gamma<\frac{1-|1-K|}{|K|} = \frac{1 – 1 + K}{K} = 1$$
no matter the value of $K$. That is, the balance scale can tolerate up to 100% of operator error, and it will still converge!
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The type of analysis performed above is covered in much of Chapter 8. Indeed, the above condition in terms of the $\gamma$ can be obtained via the application of a discrete-time counterpart for the small gain argument provided in Section 8.3, in which one can think of the above model for the operator error as been a particular case of the block-diagram in Fig. 8.3 in which the block $\Delta$ is the $\delta(k)$ above.