Concept

Second-order approximation — where it appears

Keeping the quadratic term of an expansion, which is exact where the cubic one is negligible and has an amplitude of its own beyond which it is not. Its own error grows as the fourth power of the drive, so the range it buys over the leading term is a factor rather than an order.

Named by 6 essays across 4 fields — each of them below, with the objects they name alongside it.

One loop, two measurements of the same margin. The loop gain crosses unity at 5.73 kHz with 34.9° of phase left. The closed-loop step overshoots by 35.2%, which the second-order relation says corresponds to 34.8°. They differ by 0.1°, and the difference is the third pole.

Two measurements of one margin

A phase margin is computed from the loop gain in the frequency domain, without ever looking at a step. An overshoot is measured from the closed-loop step response in the time domain, without ever looking at a Bode plot. Inverting the standard relation on the second returns 34.9° against the first's 34.9°, and the residue is the third pole.

feedback · Margin overshoot
A pair at Q = 0.7071: the sketch is -3.01 dB out at the corner. computed by solving, not by drawing. The solved magnitude against the two straight lines that stand in for it. At a conjugate pair the error at the corner is 20 log Q = -3.010 dB, which is unbounded in both directions, and the worst error anywhere is 3.010 dB at 1.00× the corner. No damping brings it inside 0.770 dB: that is the minimax, at Q = 0.9152, where the corner error and an interior maximum are equal.

The straight lines, and where they are not the curve

Two straight lines through a corner is the most-used approximation in this subject and almost the only one with no number attached. It has one, and it is exact: at a single real pole the sketch is 3.0103 decibels high at the corner and nowhere worse, and its error is the same a factor above the corner as the same factor below — a symmetry the construction does not suggest. A pole pair has no such bound at all, and the best any two-slope sketch can do on one is 0.770 decibels, at a quality factor of 0.9152.

frequency · Asymptotic approximation
An exponential with 6× of degeneration: both edges move, and not together. computed by solving, not by drawing at 61 amplitudes. Total harmonic distortion reaches one per cent at 36.6 mV and the gain falls one per cent short of its small-signal value at 85.0 mV. An emitter resistor dividing the gain by 6 moves the distortion edge by 35.4 times — the square of the factor, because the resistor both divides the drive reaching the junction and linearises what the junction does with it — while the gain edge moves by only 11.6 times. So the two edges close up: 2.32 times apart here against 7.06 bare, and a well-degenerated stage stops being limited by its linearity and starts being limited by how accurately its gain is known.

Where the two exponents come from

What a resistor in the emitter buys measured two exponents and could explain neither: the distortion edge moves as the square of the degeneration factor and the gain edge as its 0.950 power, and at a factor of exactly three halves the gain error vanished. The degenerated transfer curve has no closed form forwards and an exact one backwards, and reverting that series gives all three. The distortion exponent is exactly two; the gain edge is proportional to D squared over the root of the absolute value of three minus twice D, which is infinite at three halves and tends to a three-halves power; and the two edges are 7.07 apart on the bare device and 1.62 at a factor of eleven, against 7.06 and 1.61 measured.

semiconductors · Emitter degeneration
At a stationary point a tolerance has a mean, not a spread. computed by solving, not by drawing. Six hundred ladder filters with every reactance drawn independently from ±1 per cent, measured at the ripple peak and at a frequency between the peaks. Away from the peak the distribution is centred on nominal and 325 of 600 are above it. At the peak none is: the whole distribution lies below, with a mean of -0.0030 per cent and a worst case of -0.0140. A yield calculation that assumes a symmetric spread at a frequency that has a stationary point is wrong in both directions at once — it allows parts above a limit that cannot exist, and it misses that the whole batch has moved.

The tolerance that can only take away

At a doubly terminated ladder filter's ripple peak the first derivative of the magnitude with respect to every reactance is zero to ten digits, which an earlier essay measured and which says nothing about how much the response moves. This says how: every second derivative is negative, so of six hundred ladder filters built from one per cent components not one is above nominal, the mean has shifted rather than the spread having grown, and doubling the tolerance quadruples the damage instead of doubling it.

networks · Sensitivity
Three loops with exactly 45° of phase margin, and their step responses. computed by solving, not by drawing; three lags spaced by a ratio r, the amplifier's gain bisected in each for a 45.000° margin, the step from the closed loop's residues. Lags a hundredfold apart need a loop gain of 141 and overshoot 23.6%. Spaced by three they need 4.7 and overshoot 34.5%; coincident, 2.83 and 41.0%. The same margin, and overshoots 1.73 times apart.

One margin, and the gain under it

A phase margin of 45° is quoted as an overshoot of 23 per cent, and on a loop with plenty of gain below its crossover it is: three lags a hundredfold apart, closed at 45°, overshoot 23.6%. Bring the same three lags together and the loop reaches 45° at a loop gain of 2.83 instead of 141, and overshoots 41.0% — the same margin, 1.73 times the ringing. The closed-loop peak follows the overshoot where the margin does not: predicted from the peak the worst error over 27 loops is 3.1 points, from the margin 22.2. The gain margin moves with it, from 37.2 dB to 9.0.

feedback · Margin overshoot
Two loops with exactly 45° of margin and the same crossover: with 100% of the extra lag a delay, the step overshoots 28.7%, against 23.3% for two poles. computed by solving, not by drawing: the closed-loop step of a loop K·exp(−sD)/(s(1 + s/p)) with its crossover at one, its phase margin exactly 45°, and 100% of the 45° beyond the integrator supplied by the delay (solid), against the same margin from a lag alone (dashed). Delay 0.785, lag's pole absent. Overshoot 28.7% against 23.3%; settled within 2% at 7.03 against 7.06; gain margin 6.0 dB against no limit. Marched with a history buffer, and at δ = 1 checked against the exact series of the method of steps.

The margin a delay spends

A phase margin can be made of a lag or of a delay, and the number is the same either way. Forty-five degrees from a lag overshoots 23.3 per cent, and forty-five degrees from a delay overshoots 28.7; at sixty degrees the sign reverses, 8.77 against 5.57, and the two cross near 54 degrees. The overshoot is the smaller difference. A two-pole loop's gain margin has no limit at all, and five per cent of its extra lag as delay brings that to 25.5 dB; with all of it delay the gain margin is 90°/(90° − margin), which is 6.0 dB at 45°, and nothing else is in the expression. Across twenty-one such loops the margin alone misses the overshoot by 13.1 points. The closed-loop peak, which already reads the whole band, misses by 1.2.

feedback · Margin overshoot

Named alongside it

The objects these essays reach for when they reach for this one.

Damping ratioClosed-loop responseGain marginModel rangeOvershootPhase marginLoop gainAdjoint networkAsymptotic approximationBisectionBode plotComponent sensitivity

All concepts