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I’m having some serious issues finding the point at which the root loci cross the imaginary axis for the following Open Loop Transfer Function (OLTF) ;

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We have been taught to substitute s = jw and multiply by the complex conjugate in order to have Real and Imaginary segments separately. Using 1 + u + jv = 0 where u = -1 and v = 0 to solve for w and k.

Below is an image of my working up until the complex conjugate, after this point the mathematics gives me the impression I have either made a mistake or there is a simpler method to solve this problem.

enter image description here

It may be useful to know the location at which the loci cross the Imaginary axis is 1.799 (from MatLab).

Any help is greatly welcome and thank you for any time you spend on this!

Have a Good Christmas!

Appended :

k has been introduced into the OLTF in order to find its maximum value for stability. Using u = - 1 and subbing the value for w (found from the Imaginary segment) into the Real segment.

Below is my working for find an OLTF with Real and Imaginary segments separated ;

enter image description here

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There are several methods to find out the jw-crossing points. Routh table is one of them. First construct the closed-loop system, hence $$ \frac{K(1+s)}{s^4 + 3s^3 + 6s^2 + (K+4)s + K} $$

The Routh table is

$$ \begin{matrix} s^4 &&&& 1 &&&& 6 &&&& K \\ s^3 &&&& 4 &&&& (K+4) &&&& 0 \\ s^2 &&&& \frac{24-(K+4)}{4} &&&& K &&&& 0 \\ s^1 &&&& \frac{-K^2+80}{-K+20} &&&& 0 &&&& 0 \\ s^0 &&&& K &&&& 0 &&&& 0 \end{matrix} $$

The \$ s^1 \$ row is the only row that can yield a row of zeros. From the preceding row, we obtain

$$ \begin{align} \frac{-K^2+80}{-K+20} = 0 \implies K = \pm \sqrt{80}\\ \end{align} $$

Now we take a look at the row above \$s^1\$ and construct the following polynomial (i.e. an auxiliary polynomial), hence

$$ \begin{align} \left(\frac{24-(K+4)}{4}\right) s^2 + K &= 0 \\ 2.7639 s^2 + \sqrt{80} &= 0 \\ s_{1,2} &= \pm j 1.7989 \\ \end{align} $$

The root locus crosses the imaginary axis at this frequency \$\pm j1.7989\$ at the gain \$K=\sqrt{80}\$.

The second approach is to consider $$ 1+ \frac{K(s+1)}{s^4+4s^3 +6s^2 + 4s} = 0 $$ Let \$s=j\omega\$, simplify the above expression, hence: $$ (\omega^4-6\omega^2+K) + j (K\omega + 4\omega - 4 \omega^3) = 0 $$ The left side is a single complex number and in order to this complex number to equal zero, we have $$ \begin{align} (\omega^4-6\omega^2+K) &= 0 \implies K = 6\omega^2-\omega^4\\ ((6\omega^2-\omega^4)\omega + 4\omega - 4 \omega^3) &= 0 \implies -\omega^5 + 2 \omega^3 + 4\omega = 0 \\ w_{1,2,3,4,5} &= 0,\pm 1.7989,\pm j1.1118 \\ \end{align} $$ Discard the zero and \$\pm j1.1118\$, we end up with this frequency \$\pm 1.7989\$ at which the root locus intersects with the imaginary axis. We can compute the gain K as well, hence:

$$ \begin{align} K &= 6\omega^2-\omega^4\\ &= 6(1.7989)^2 - (1.7989)^4 \\ &= 8.9443 \end{align} $$

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  • \$\begingroup\$ Thank you! This was extremely helpful! I attempted to upvote this answer, but sadly it can’t be seen until I achieve a reputation of >15. Many thanks and hope you have an exceptional Christmas! \$\endgroup\$ – JakeNorms Dec 23 '18 at 15:33
  • \$\begingroup\$ @JakeNorms, glad I could help. \$\endgroup\$ – CroCo Dec 25 '18 at 14:54
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I don't know why "k" has been introduced halfway through your algebra but, ignoring it until told otherwise, you are nearly there. Your final formula reduces to a real term in the denominator (because that is what multiplying top and bottom by the complex conjugate does) so just concentrate on the numerator.

Expand that out and then quite simply equate the sum of all the real terms in the numerator to zero. Ignore everything else because all the real terms equating to zero marks the position on the root locus that it crosses the imaginery axis.

Then drill down to find \$\omega\$. And a happy xmas to you.

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  • \$\begingroup\$ Hello Andy! Thanks for your reply! I’ve added an Appended section with some clarification as to why I have included k in the OLTF and further workings for finding a final expression in separate terms of Imaginary and Real. The answer I have found is incorrect in comparison to the answer on MatLab (1.799). Any ideas where I may have gone wrong? Thanks again! \$\endgroup\$ – JakeNorms Dec 20 '18 at 19:09
  • \$\begingroup\$ Double check your algebra. This isn't a math site so just go through it again line by line. For instance, in your additions I really don't think you have done it right because a real term would include \$+k\omega^4\$ but I rushed through it. \$\endgroup\$ – Andy aka Dec 20 '18 at 19:19
  • \$\begingroup\$ K must be exist in the formula since the root locus is constructed based on varying this parameter. \$\endgroup\$ – CroCo Dec 23 '18 at 9:15

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