Formula sheet
Control Systems Formula Sheet
Control systems formulas for closed-loop transfer, sensitivity, second-order response, steady-state error, PID, margins, state-space, and discrete-time implementation.
This formula sheet collects the equations most often used in introductory and intermediate control systems work. It focuses on linear time-invariant models, classical feedback loops, second-order response, PID control, frequency-domain margins, state-space models, and discrete-time implementation.
The formulas are not a substitute for modelling assumptions. Before applying any equation, check whether the system is continuous or discrete, linear or nonlinear, single-input or multivariable, stable or unstable, saturated or unsaturated, and whether the operating point justifies the model.
Common notation
| Symbol | Meaning |
|---|---|
| r(t) | reference input or setpoint |
| y(t) | measured output |
| e(t) | tracking error |
| u(t) | control input or actuator command |
| d(t) | disturbance input |
| n(t) | measurement noise |
| G(s) | plant transfer function |
| C(s) | controller transfer function |
| L(s) | loop transfer function |
| S(s) | sensitivity function |
| T(s) | complementary sensitivity function |
| \omega | angular frequency in rad/s |
| \omega_n | undamped natural frequency |
| \zeta | damping ratio |
| K_p, K_i, K_d | proportional, integral, derivative gains |
The basic error equation is:
For a Laplace-domain model with zero initial conditions:
Standard unity-feedback loop
For a plant G(s) and controller C(s) in unity negative feedback:
The closed-loop transfer function from reference to output is:
The sensitivity function is:
The complementary sensitivity function is:
They satisfy:
The characteristic equation of the closed-loop system is:
For a non-unity feedback path H(s):
and the characteristic equation is:
Disturbance and noise paths
For a unity-feedback loop where an additive output disturbance D(s) enters after the plant:
For measurement noise N(s) added to the measured output in a standard unity-feedback loop, a common simplified relation is:
These relations explain a central design tradeoff. Low sensitivity S improves disturbance rejection at frequencies where the disturbance enters the output path. Low complementary sensitivity T reduces transmission of measurement noise to the output. Since S + T = 1, both cannot be made small at the same frequency in the same simple loop.
First-order systems
A stable first-order transfer function is commonly written as:
where K is DC gain and \tau is the time constant.
For a unit step input, the output is:
Important approximations:
| Time | Approximate response to a unit step |
|---|---|
| t = \tau | 63.2\% of final value |
| t = 2\tau | 86.5\% of final value |
| t = 3\tau | 95.0\% of final value |
| t = 4\tau | 98.2\% of final value |
| t = 5\tau | 99.3\% of final value |
The pole is:
Standard second-order systems
A standard second-order closed-loop transfer function is:
The characteristic equation is:
The poles are:
for 0 < \zeta < 1.
The damped natural frequency is:
For an underdamped second-order system, the peak time is:
The percent overshoot for a unit step is:
The 2 percent settling time approximation is:
The 5 percent settling time approximation is:
These settling-time formulas are approximations. They are most useful for dominant second-order behaviour and moderate damping.
Damping ratio interpretation
| Damping ratio | Behaviour |
|---|---|
| \zeta = 0 | undamped oscillation in the ideal second-order model |
| 0 < \zeta < 1 | underdamped response with oscillatory decay |
| \zeta = 1 | critically damped response |
| \zeta > 1 | overdamped response |
In many engineering systems, \zeta between about 0.4 and 0.8 is a common practical range, but the acceptable value depends on overshoot, speed, actuator limits, safety, and comfort.
Steady-state error constants
For a stable unity-feedback system with open-loop transfer function G_o(s) = C(s)G(s):
Position error constant:
Velocity error constant:
Acceleration error constant:
For standard test inputs:
| Input | Reference | Steady-state error |
|---|---|---|
| step | R(s)=1/s | e_{ss}=\frac{1}{1+K_p} |
| ramp | R(s)=1/s^2 | e_{ss}=\frac{1}{K_v} |
| parabolic | R(s)=1/s^3 | e_{ss}=\frac{1}{K_a} |
These formulas require closed-loop stability. They are usually taught for unity-feedback systems and standard polynomial test inputs.
System type
The type of a unity-feedback system is the number of pure integrators in the open-loop transfer function G_o(s).
| System type | Step error | Ramp error | Parabolic error |
|---|---|---|---|
| Type 0 | finite | infinite | infinite |
| Type 1 | zero | finite | infinite |
| Type 2 | zero | zero | finite |
Adding integral action can improve steady-state accuracy, but it also changes the closed-loop dynamics and can reduce stability margin.
PID control
The ideal continuous-time PID law is:
The ideal parallel-form transfer function is:
A practical derivative term is usually filtered:
where N sets the derivative filter bandwidth. Very large N approaches ideal differentiation but increases sensitivity to noise.
A common alternative parameterisation is:
where:
and:
Characteristic equations and pole placement
For a closed-loop transfer function:
the closed-loop poles are the roots of:
For continuous-time linear systems, asymptotic stability requires all closed-loop poles to have negative real parts:
For discrete-time linear systems, asymptotic stability requires all closed-loop poles to lie inside the unit circle:
Dominant pole approximations are useful only when non-dominant poles are sufficiently faster or less influential than the dominant pair.
Routh-Hurwitz stability test
For a continuous-time characteristic polynomial:
the Routh-Hurwitz criterion determines how many roots lie in the right half-plane by counting sign changes in the first column of the Routh array. For low-order cases, useful conditions are:
For a second-order polynomial:
stability requires:
For a third-order polynomial:
stability requires:
and:
These conditions assume real coefficients and a standard continuous-time polynomial.
Root locus conditions
For a loop transfer function:
closed-loop poles satisfy:
The root locus consists of points s satisfying the angle condition:
where q is an integer, and the magnitude condition:
Root locus is useful for seeing how closed-loop poles move as gain changes.
Frequency response
The frequency response of a transfer function is found by evaluating it on the imaginary axis:
Magnitude in decibels:
Phase in degrees:
Use the two-argument arctangent so the phase remains in the correct quadrant.
The gain crossover frequency \omega_{gc} satisfies:
or:
The phase crossover frequency \omega_{pc} satisfies:
Gain margin and phase margin
Phase margin is:
Gain margin as a ratio is:
Gain margin in decibels is:
Margins are most straightforward for classical single-loop systems. Multivariable systems, unstable open-loop plants, multiple crossover frequencies, nonminimum-phase zeros, and significant delays require more careful interpretation.
Time delay
A pure time delay T has transfer function:
Its magnitude is:
Its phase is:
or:
The approximate maximum additional delay before losing a phase margin PM at crossover is:
where PM_{rad} is phase margin in radians. This is an approximation based on the existing gain crossover frequency.
State-space formulas
The continuous-time state-space model is:
The transfer function is:
The continuous-time state transition solution is:
For state feedback:
the closed-loop state matrix is:
The controllability matrix is:
The system is controllable if:
The observability matrix is:
The system is observable if:
Discrete-time formulas
A linear discrete-time state-space model is:
The pulse transfer function is:
Discrete-time stability requires:
For a continuous pole s sampled with period T_s, the corresponding discrete pole is:
For a discrete pole z, the equivalent continuous pole is:
The bilinear, or Tustin, transform maps:
or equivalently:
Tustin discretisation maps the stable left half-plane into the inside of the unit circle, but it warps frequencies unless prewarping is used.
Sampling guidance
The sampling frequency should be substantially higher than the desired closed-loop bandwidth. A common starting point is:
and often:
for better phase margin and implementation headroom. This is not a theorem. Fast plants, delays, noise, computation time, quantisation, and actuator dynamics can require a different value.
Mini example: second-order response
Suppose a closed-loop system has characteristic equation:
Compare it with:
Then:
and:
The damped natural frequency is:
The peak time is:
The percent overshoot is:
The 2 percent settling-time approximation is:
These numbers are meaningful only if the system is well approximated by a dominant second-order model.