Automation

Notes (Google Drive)

IMage Gallery 

Software tools

NetLogo Simulations

Resources

Automation

PLAYLIST

Exam - all but finished

Later Today

Motivation

See Also

Humans, Machines, Governance, and Automation

1

2

3

4

Unpacking
"Automation"

PID ControllERS

FEEDBACK

Main TAKEAWAY

Automatic machines can be controlled to do what humans want by minimizing error through feedback.

Terminology

machine

automatic

control

feedback

cybernetics

A machine is "(1): an instrument (such as a lever) designed to transmit or modify the application of power, force, or motion
(2): an assemblage of parts that transmit forces, motion, and energy one to another in a predetermined manner"

An automatic machine is one that, once turned on, operates without human intervention.

Regulation of a system to achieve desired performance.

control that does not have access to feedback.

control that does have access to feedback.

Evaluative information about a process that is available to a controller of that process

the science of automatic control systems in both machines and living things

closed loop

open loop

Humans, Machines, Governance, and Automation

1

Previous

humans

We are lazy and we like to control things.

See also

The Six Simple Machines

wheel

Pulley

inclined plane

LEVER

wedge

screw

MACHINE: an instrument designed to transmit or modify the application of power, force, or motion.

MACHINES:

  • transferring a force from one place to another,
  • changing the direction of a force,
  • increasing the magnitude of a force, or
  • increasing the distance or speed of a force.

 

Tools and Machines Bibliography

  1. Wikipedia, "Kenneth Oakley"
  2. Oakley, KP. 1964. Man the Tool-maker
  3. Lucas, Jim. 2018. "6 Simple Machines: Making Work Easier"
  4. SMORE. "Work, energy, and simple machines"
  5. Wikipedia. "Tool use by animals"

MACHINE:
an assemblage of parts
that transmit

forces, motion, and energy

to one another

in a predetermined manner.

αὐτόματον, automaton, "acting of one's own will." First used by Homer to describe an automatic door.

Automaton

Automaton clock in Gloucester, United Kingdom

Henri Maillardet automaton, London, c1810 - Franklin Institute

STOP+THINK:What's the "AUTOMAT" Part?

These things were "AUTOMATIC" in that humans supplied the energy or the power but the device could carry out the sequence of activities "on its own."

The Secret: built-in CONTROL

AKA GOVERNANCE

from Kubernetes (κυβερνήτης, Greek for "governor", "helmsman" or "captain" or "steerer"; becomes gubernet- in Latin)

 

Earliest usages were more social than technical: governance of society

 

GOVERNANCE

Cybernetics

Cybernetics : the study of the control of systems.

centrifugal governor

UNPACKING "Automation"

2

TWO KINDS OF Automation

Instruction Following

Goal Seeking

An automatic machine is one that, once turned on, operates without human intervention.

components of an automatic machine

Actuator: generates force

Mechanism: transmit and focus force

Sensor: detects states

Controller: Compares sensor output to
               goal and adjusts actuator

 

Stop+Think: automatic kettle?

Actuator: ?

 

Mechanism: ?

 

Sensor: ?

 

Controller: ?

 

button

switch

heater

 

temperature
sensor

at 100c
throw switch

Automation as Following Instructions

Behind
the
scenes

V. Ryan (no relation) aka techteacher@technologystudent.com has a great website with lots of material on engineering and machines.  Check out their animation of a "cam" - here a circular piece (red) that is mounted on an axis that is not at its center.

This produces an up and down motion of the grey part which is called the "follower."

V. Ryan (no relation) aka techteacher@technologystudent.com has a great website with lots of material on engineering and machines.  

Differently shaped cams yield different patterns of motion

Wikipedia says the camshaft was first described in 1206 by Arab engineer Al-Jazari. He employed it as part of his automata, water-raising machines, and water clocks such as the castle clock.

Jacquard Loom, see also

Automation as Sequence

Automation as Goal Seeking

CLOSE ENOUGH?

Automation as Goal Seeking

TOO FAST?

TOO SLOW?

SLOW DOWN

SPEED UP

GO

But where do these diamonds get the information they need to decide?

Centrifugal Governor

17th century
Credited to Christiaan Huygens,
adapted by James Watt 1788.


Concept: balls spin under steam pressure; faster pressure, faster spin; faster spin, pull arms down; arm motion opens pressure release; pressure decrease leads to speed decrease and valve closes

 

Centrifugal Governor

17th century
Credited to Christiaan Huygens,
adapted by James Watt 1788.


Concept: balls spin under steam pressure; faster pressure, faster spin; faster spin, pull arms down; arm motion opens pressure release; pressure decrease leads to speed decrease and valve closes

 

steam

steam

centrifugal governor

centrifugal governor

Automation as Goal Seeking

TOO FAST?

TOO SLOW?

SLOW DOWN

SPEED UP

GO


SENSORS!
 

FeedBACK

3

Title Text

How does a Stampede HAPPEN?

One horse runs. Others say "chill out, Max."
 

Two horses run. Others say, "Dudes, relax."
 

Three horses run. Nearby others say, "Hey, something happening?" And speed up a bit.
 

Others see change. Start hurrying
 

More horses perceive the change and pick up the pace...

What's the Relationship?

What's the Relationship?

What's the Relationship?

Reinforcing
Loop

What does the system look like over time?

What does the system look like over time?

How does a thermostat work?

Why does this happen?

How do Toilets work?

How Does This Work?

Why does this happen?

ANSWER:


FEEDBACK


(or Lack of Feedback!)

Feedback

Evaluative information about a process that is available to a controller of that process

a system paying attention to the effect it has on the world.

Feedback

When an output is also an input

Feedback

INPUT

OUTPUT

DEF 1: a group of interacting or interdependent things

System

System

something about A has an effect on B

something about B has an effect on A

System

something about A has an effect on B

something about B has an effect on A

the more B panics, the more A panics

the more A panics, the more B panics

Positive Causal Relationship: the more A, the more B OR
the less A the less B

Negative Causal Relationship: the more A, the less B OR
the less A the more B

GAP = actual - desired

more hot higher actual

higher actual bigger gap

bigger gap less hotter

Causal Loop Diagrams

Each measurable cause/effect is represented by a word or phrase

Arrows point from causes to effects

Arrows are labeled + or - to indicate positive or negative (inverse) causal relationships.

population
births
deaths

See also

  1. Lannon, Colleen. "Causal Loop Construction: The Basics" @ The Systems Thinker
  2. DonnaGurule. 2018. "Systems Thinking: Causal Loop Diagrams" (16m40s)
  3. The Climate Leader. 2015. "Causal Diagrams" (8m34s)

-

+

+

-

+

+

-

+

+

We might start out too cold,

add warm, still be a bit cold,

TIME

GAP

TIME

GAP

We might start out too cold,

add more warm, getting close,

just a bit more warm, ahhh, just right.

Add warm, still be a bit cold,

add more warm, now we are a bit too warm,

turn back the warm a bit, ahhh, just right.

Types of System Behavior Behavior

Title Text

Why does THIS HAPPEN?

What ARE THE QUANTITIES?

What's the Relationship?

+

+

How does the System behave?

+

+

TIME

Horses Running

Compare these two systems

+

+

Horses Running

TIME

TIME

GAP

Two Kinds of Feedback

Positive or Reinforcing

NEGAtive or BALANCING

Reinforcing
Loop

This is a positive feedback loop.  AKA a "reinforcing" (R) loop.  R loops always have an even number of minus signs.

-

+

+

Balancing
Loop

Reinforcing
Loop

This is a positive feedback loop.  AKA a "reinforcing" (R) loop.  R loops always have an even number of minus signs.

-

+

+

Balancing
Loop

This is a negative feedback loop.  AKA a "balancing" (B) loop.  B loops always have an odd number of minus signs.

The more open the throttle,
the faster the machine.

 

The faster the machine,
the higher the rotational frequency.

 

The higher the rotational frequency,
t
he higher the angle.

 

The higher the angle,
the less open the throttle.

 

The less open the throttle,
the slower the machine.

Causal Loop Diagrams

Direction of Relationships

Valence of Relationships

"When A grows, B grows"

Linked Causes and Effects

"A influences B"

+

-

"When A grows, B shrinks"

Example: Hunger

Hungry

Eating

+

-

"The hungrier I am, the more I eat.
The more I eat, the less hungry I am."

Example: Work Habits

Things Go Well

Confidence

+

"When things go well, I get over confident and start to cut corners. Things start slipping and I get careful and then things go better."

Cut Corners

+

-

Biological Feedback

causal loop for insulin/glucagon

References

https://storage.googleapis.com/ltkcms.appspot.com/fs/yd/images/cover/negative-feedback-loop.base?v=1587496185

Positive Feedback

Amplifier

amplifies

sound from

microphone.

Sound comes

out of speaker

and goes into

microphone.

 

If amplifier affects higher

pitched sounds more then higher pitch amplification outpaces

lower pitches and we hear screeeeeeeeeeech.

https://www.joboneforhumanity.org/

What does the system look like over time?

R loops produce unconstrained growth in a system.

Two Kinds of Automation

How do these differ?

Open vs Closed

Loop Automation

In open-loop automation the control of the process is independent of the output.

 

In closed loop automation, the control of the process depends on feedback based on the output of the process.

 

Centrifugal Governor is an example of a
Closed Loop System

STOP+THINK: Open or Closed Loop?

Closed Loop Systems
Depend
on
Feedback

How do thermostats work?

thermo   stat

temperature      unchanging

How does it work?

Room  Cold?

Turn Heat ON

Room warm?

Turn Heat OFF

How does a thermostat work?

SET TEMPERATURE

THERMOMETER

SWITCH

CAUSAL LOOP

SET TEMP

ACTUAL TEMP

GAP

SWITCH

HEAT

But HOW are these causally related?

CAUSAL LOOP

SET TEMP

ACTUAL TEMP

GAP

HEAT

+

-

+

HOW does the "system" behave?

balancing loop

This is a negative feedback loop.  AKA a "balancing" (B) loop.  B loops always have an odd number of minus signs.

TIME

TEMP

SET TEMP

ACTUAL TEMP

GAP

Furnace switches off but some heat continues to flow

Furnace ON

B loops produce systems that oscillate or settle down.

Feedback
and
System Behavior

PID CONTROL

4

Next

The Problem of Control

How to automate the process of achieving a set output goal

from "GAP" to "ERROR"

Nicolas
Minorsky

1885-1970

Expert helmspersons pay attention to what's going on, how things are changing, and where things have been so far.

I
N
S
I
G
H
T

Expert Control Takes Account of...

How far off the target am I at the moment?

Is my error increasing or decreasing?

How well or how badly have I been doing overall?

PRESENT

PAST

FUTURE

Three Ways to Think about Error

Proportion = what is the current error?

Derivative = how is error changing?

Integral = how much error has accumulated?

PAST

FUTURE

PRESENT

https://youtu.be/wkfEZmsQqiA

Tutorial