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Basics of Instrumentation
Engineering and Control
Systems
Objectives:
Identify requisite instrumentation and differentiate their role
in control systems.
Differentiate a plant, a system, a process in relation to
design and implementation of control systems.
Identify essential components of a control system and
define the role of each.
Differentiate classes/types of control system on the basis of
their:
• Nature,
• Configuration
• Behavior
• Parameters – change and distribution
• Signal and signal processing
1.1 What is Instrumentation engineering?
The engineering specialization focused on
the principle and operation of measuring
instruments which are used in the design
and configuration of automated systems in
electrical, pneumatic domains etc.
Typically work for industries with automated
processes, such as chemical or
manufacturing plants, with the goal of
improving system productivity, reliability,
safety, optimization, and stability.
1.1 What is Instrumentation engineering?
Deals with the design of devices to measure
physical quantities such as pressure, flow
and temperature; the design of such
instrumentation requires a good
understanding of physics that often extends
beyond electromagnetic theory. For
example, thermocouples use the Peltier-
Seebeck effect to measure the temperature
difference between two points.
1.1 What is Instrumentation Engineering?
In general:xa = f ( xe )
The term “control” is often applied to the complete system in
which controlling takes place, not only to the control
operation itself.
1.3 Control and Controller
What is a Controller
Controller is an agent (device or human)
that offers control action to the plant.
Sometimes, in a small control application,
such a device may also be called a
regulator. Control action may be either
corrective or compensatory in nature.
1.3 Control and Controller
Control system
Reference Output Variable
or Input Controller System Or
Variable Controlled Signal
1.4 Control Systems
Nowadays, engineers prefer embedded control systems. In
these control systems, the controller circuit and system circuit
are integrated on a single chip using VLSI technology.
Presently, embedded controllers are popular in biomedical
applications such as cardiac control devices/gadgets.
In PC-based control and instrumentation, controllers execute
their control actions via their control algorithms. These control
algorithms maybe the conventional PID algorithms or the latest
fuzzy, artificial neural network, or genetic algorithms. The
spurious signal to the controller may consist of some
noise/disturbance along with the intended signal. These
disturbances may enter a plant instrumentation from any node,
which may intercept/ interfere with the signal communication
channels between instrumentation blocks/modules.
1.4 Control Systems
What are control system’s disturbances?
Disturbances – are input variables that affect the plant
outputs but cannot be adjusted by the control system.
Disturbances maybe probabilistic, stochastic or
deterministic in nature.
Internal disturbances are intrinsic to the plant and arise within
the plant, say, the variations of plant parameters that occur due
ambient conditions or some other factors. Internal disturbances
may also be capacitance or resistance variations of some
electrical circuit fitted in an electrical application. In an industrial
chemical process, the internal disturbance maybe, say,
increased scaling/precipitation within the pipelines, or hole
puncture in the pipeline.
1.4 Control Systems
What are control system’s disturbances?
External disturbances arise outside the plant, say, in the
inputs going into the plant; are mostly probabilistic but they
can also be stochastic and deterministic in a few cases.
External disturbances can only be controlled by feeddback
controllers.
• The notion of control system is used, by and at large, for
offering corrective action to probabilistic disturbances,
whether external or arising internally within the system.
• The stochastic disturbances to some extent and the
deterministic disturbances to their full extent can be
compensated or corrected during design of the control
system itself.
1.4 Control Systems
What are control system’s disturbances?
• In order to develop a control system for offering
control/corrective action to such disturbances occurring within
the system, the process, during its operation, must be treated
as inputs only. Inputs are classified as either manipulated or
disturbance variables and the outputs are classified as
measured or unmeasured variables.
• To control the operation of this plant system, measurements of
process outputs or disturbance inputs have to be done for
determining corrective action (compensation) to be taken on
the inputs going into the plant system. As the inputs are to be
changed for applying the needed control action to the plant
system, the inputs are termed as manipulated inputs .
1.4 Control Systems
Fig 1.4.3- A typical industrial system requiring control
Manipulated
Input
Plant/ Measured
Output
Total Non- Total
Input manipulated Unmeasured output
Input
Disturbance
System Outputs
Inputs
1.4 Control Systems
The interface between the plant and the controller
requires actuators (control elements) to provide the
control action. Actuators are commonly electric,
pneumatic or hydraulic, depending on the
application and power level required.
In addition, detectors, sensors (measurement
elements) and instrumentation are needed to
provide information about the plant status to the
controller.
The information passed between the controller and
the plant is in the form of signals which can be very
diverse, e.g., electrical, pneumatic, mechanical, etc.
1.4 Control Systems
What are transmitters in relation to control systems?
Transmitters are devices which produce an output
signal, often in the form of a 4–20 mA electrical current
signal, although many other options using voltage,
frequency, pressure are possible. This signal can be
used for informational purposes, or it can be sent to a
PLC, DCS, SCADA system, or other type of
computerized controller, where it can be interpreted
into readable values and used to control other devices
and processes in the system.
1.4 Control Systems
What are transmitters in relation to control
systems?
Controller
Manipulated
Plant/
Input Measured
Total Non-manipulated Output Total
System
Input Inputs Unmeasured outputs
Disturbance Outputs
Input
1.4 Control Systems
Basic elements of a Control System and Flow of Information
Control
Elements
Controller Plant
Measurement
Elements
1.5 Nature of Control Systems
1.5.1 Manual – needs human operator as the
controller; control system is regulated through
human intervention.
1.5.2 Semi-automatic – involve both human being
and a device or gadget as a part of the controller,
i.e., present-days cars, where the driver controls
steering and the temperature control is separately
performed by thermostatic devices.
1.5.3 Automatic – does not require HI for their
operation and control purposes in normal use. The
controller is a device, usually implemented
electronically, either using analogue circuits or
digital computers.
1.5 Nature of Control Systems
1.5.3 Automatic Control Systems
Applied processes in which the controlled variable is
continuously measured and compared with another variable,
the command variable, the process being influenced
according to the result of this comparison by modifying to
match the command variable.
The sequence of actions resulting from this takes place in a
closed loop, the control loop. The purpose of the closed loop
control is to match the value of the controlled variable to the
value specified by the command variable even if perfect
equalization is not attained under the prevailing
circumstances. (according to DIN 19226)
Uses programmed commands to operate and control a
process, combined with feedback of information to determine
that the commands have been properly executed, often
employ PID process controllers.
1.5 Nature of Control Systems
1.5.4 Classes of Automatic Control Systems
1.5.4.1 Servo Control Systems
A feedback control system for controlling the
mechanical signals from a process such as:
position, velocity, or acceleration;
Control system where the reference or input varies
continuously and operates such that the output
follows the reference;
Also called a follower system or servo mechanism.
1.5 Nature of Control Systems
1.5.4 Classes of Automatic Control Systems
1.5.4.1 Servo Control Systems
Most of the mechanical actuators in mechanical
processes requiring control or automation use servo
systems, such as the desired value of the controlled
variable (output of the process) or set point is not
fixed but constantly changing.
Examples are:
I. CNC Machines Tools, where tools are operated as per
programmed instructions;
II. Robotic hand control;
III. Aircraft automatic landing system.
1.5 Nature of Control Systems
Automating
signal
Reference Output Variable
or Input Controller System Or
Variable Controlled Signal
or
Modified Input
Variable
Example 1: Open-loop Operation
Consider a tank holding liquid to feed the process. The process
being supplied requires a constant head of liquid and so a
control system is required to keep the tank level constant. A
valve is located in the tank inlet to vary the flow rate.
The simplest strategy is to calibrate the inlet valve. By
experimentation, a relationship between tank level and the
position of the hand-wheel can be obtained; such that if the
outflow is constant, a position of the hand-wheel can be found
that keeps the level constant.
If a different level is required, the hand-wheel can be changed
to increase or decrease the flow until the new level is reached.
There is no electrical or mechanical feedback path, so the
system is open loop, but feedback is being provided through
the user, who actually decides if the actual level is above or
below the desired level, and adjust the actuator accordingly.
1.6.1.1 Open-loop Control Systems
Feedforward Control
Considering the previous example:
The major disturbances affecting the tank level is most likely to
be the changes in the outflow, such that when increased, will
cause the level to drop. Therefore a more reasonable approach
is to produce calibration curves for a number of outflow rates.
By monitoring the outflow rate, the correct position of the hand-
wheel can be determined by examining the calibration curve for
the new flow. The hand-wheel is then adjusted to keep the
(fluid) tank at the required level. This technique is Feedforward
control, which requires a measurement of the outflow rate in
order to calculate the change in the position of the inlet valve.
Although an improvement over the open-loop operation, it does
have disadvantages that restrict its usefulness.
1.6.1.1 Open-loop Control Systems
Feedforward Control
Limitations/Disadvantages:
The calibration curves between the actuator behaviour
and the manipulated variable/s must be made
accurate for the process to function correctly.
The process may vary with time, or disturbances that
occur may not be included in the calibration curve or
may not be monitored.
1.6 Classification of Control Systems
1.6.1 – Based on Configuration:
1.6.1.2 Closed-loop Control system (CLCS)
• Controlling or regulating action is dictated by the
output;
• Contains two additional instrument blocks/modules:
signal comparator and feedback devices, consisting of
sensors, transducers and transmitters which measure
the output signal of the plant and then feed it back to
the controller for necessary action;
• Posses self-diagnosis, predictive and capabilities.
1.6 Classification of Control Systems
Sequence
of Actions
Controller Output
(Error) y
Controller
Controller Command Variable w
Disturbance z2
Feedback Control: Illustrative example 1
Consider a manually controlled closed-loop
system for regulating the level of fluid in a tank.
The input is a reference level of fluid that the
operator is instructed to maintain. This reference is
memorized by the operator. The operator views
the level of the fluid through a port on the side of
the tank.
By way of analogy, the power amplifier is the
operator and the sensor is the visual. The operator
compares the actual level with the desired level
and opens or closes the valve (actuator) to adjust
the flow, hence maintain the desired level.
Illustrative Example 2: Feedback Control
As in the previous example, the obvious solution
to keep the level in the tank constant is to monitor
the level itself. If the level deviates from the
desired value, the inlet valve is adjusted by an
amount dependent on the difference between the
actual level and the desired level.
Feedback control in this case require a more
elaborate level measurement technique, and an
accurate valve actuator. It also requires a signal
related to the actual level (i.e a level transmitter).
In addition, the valve actuator must be able to hold
the valve in any position, and also to change its
position gradually and smoothly.
Illustrative Example 3: On/Off Feedback Control
A simplification of the general feedback control type
that incorporate a switch that produces a binary
(on/off) signal that indicates whether the output is
above or below the desired value.
As in the previous example, the level would now only
have two states; either above the desired level or
below it. Monitoring can now be carried out by a float
switch mounted at the desired level. When the level is
above the reference value, the inlet valve is closed,
and when below it is opened. The control law in on/off
control is kept simple, it merely switches the control
effort between two extremes, depending on the sign
of the error.
Fig. 1.6.1.3 A Liquid-Level Control System (CLCS)
Liquid
ON/OFF Electrical mains Supply
Controller And TANK
Motor/pump unit
Electrical Liquid
Signal Level
Level Measurement
Sensor/Transmitter
Fig. 1.7.1.3 B Closed-Loop Control System Basic Configuration
Actuating
Signal
Input Signal Signal Comparator
And PLANT
Reference or Controller
Standard Output
signal or Set Feedback Signal
point Signal
Measuring Element/
Feedback Device
1.6 Classification of Control Systems
1.6.2 – Based on Change of Plant Parameters:
1.6.2.1 Time-varying Control Systems
• Control systems wherein plant parameters vary with
time; the output signal or response depends upon the
time of application of the input. For example, in an
automobile control system, where the mass of the
automobile decreases with time as the fuel is
consumed during its movement.
1.6.2.2 Time-invariant Control Systems
• also called constant-coefficient, do not have
parametric variations with respect to time and are
normally described by differential equations with
constant coefficients.
1.6 Classification of Control Systems
1.6.3 – Based on Behavior:
1.6.3.1 Linear Control Systems
• Control systems where input/output relationship
maybe mathematically represented by simple linear
differential equations.
• Follow the principles of superposition and
homogeneity;
• Output signals vary linearly with respect to the
input(s), where the response to several simultaneous
inputs can be calculated by treating one input at a time
and then adding their independent responses;
• Maybe time variant or time-invariant as per their
intrinsic nature
1.6 Classification of Control Systems
1.6.3.1 Linear Control Systems
• Linear controls use negative feedback to keep
some desired process within an acceptable range.
For example, a thermostat is a simple negative
feedback control; when the temperature goes
below a threshold, control starts. Systems that
include feedback are prone to hunting, which is
oscillation of output resulting from improperly
tuned inputs of first positive then negative
feedback.
1.6 Classification of Control Systems
1.6.3.1 Linear Control Systems
• Often, if the response of the system is slowed
down enough to prevent oscillation, the system
doesn't respond fast enough to work in normal
situations. To resolve the problems, the most
common feedback loop scheme has mathematical
extensions to cope with the future and the past.
This type of loop is called a Proportional-Integral-
Derivative Loop, or PID loop.
1.6 Classification of Control Systems
1.6.3.1 Linear Control Systems
• Another common method is to filter the feedback
loop. A filter eliminates undesirable frequencies
(cycles) from the system under control, which
perfectly eliminates oscillations. Many systems
oscillate at just one frequency. By filtering out that
frequency, one can use very "stiff" feedback and
the system can be very responsive without
shaking itself apart.
1.6 Classification of Control Systems
1.6.3.1 Linear Control Systems
• The most complex linear control systems developed to
date are in oil refineries (Model Predictive Control).
The chemical reaction paths and control systems are
normally designed together using specialized
computer-aided-design software. When the automated
control-system design techniques pioneered by oil
refinery controls were applied to aircraft control
systems, they caused a revolution, speeding design
times by a hundred-fold or more. Now, the core codes
of many modern aircraft autopilots are actually
themselves coded by computer programs.
1.6 Classification of Control Systems
1.6.3.1 Linear Control Systems
• Some feedback controls operate through complex
indirect effects. For example, in an airplane's autopilot,
the flight plan determines the desired numbers (where
to move) that drives everything. Each mechanical
control has a differential equation that takes the
desired movement in six different axes (roll, pitch,
yaw, forward, back and up), and calculates the
control's position. Usually each input and output
number is filtered for particular oscillations of the
aircraft or the control part.
1.6 Classification of Control Systems
1.6.3.1 Linear Control Systems
• Most real feedback loops are concerned about
wearing out control machinery like valves, by
adjusting them many times per second. Therefore,
they often have a deadband, a region around the
current value in which no control action occurs. In
commercial controls, the deadband is
programmable.
• Feedback loops can be combined and modified in
many ways. Usually if a system has several
measurements to be controlled, a feedback loop
will be present for each of them.
1.6 Classification of Control Systems
1.6.3.1 Linear Control Systems
In the furnace example, the valve may open and
shut indefinitely in a cycle as the furnace heats, and
then overruns the target temperature. This is bad
because it stresses the system. In a furnace, the
constantly turning valve will quickly wear out. More
expensively, the fluctuating temperature causes
expansion and contraction all through the furnace,
causing unnecessary, very expensive mechanical
wear. Most systems have similar problems.
1.6 Classification of Control Systems
1.6.3 – Based on Behavior:
1.6.3.2 Non-Linear Control Systems
• Do not obey the principles of superposition and
homogeneity;
• Response to several simultaneous inputs can not be
calculated by treating one input at a time and adding
the responses/results;
• Are mathematically represented by non-linear
differential equations;
• Are controlled linearly in piecewise manner according
to the concept of piecewise linear approximation of
non-linear functions.
1.6 Classification of Control Systems
1.6.4 – Based on Distribution of Parameters Over the
Structure of the Control System:
1.6.4.1 Lumped Parameter Control Systems
• Are described by ordinary differential equation
(ODEs) often based on perfect mixing assumption
like x’ = fn(x, u), where x maybe a variable and u
another variable, say, input.
Programming
Devices
Control
Input Module/ Processing Output
Power Supply Unit Module
Memory
1.6 Classification of Control Systems
1.6.5 – Based on the Type of Signal and Signal Conditioning
Requirements:
1.6.5.4 Programmable Logic Controller (PLC)
Even much faster instruction execution can now be achieved by using
bit-slice microprocessors within PLCs. Whenever a program is
executed for new inputs, the PLC updates all the outputs, a sequence
known as PLC program scan - the process that involves input reading,
control application program execution, and output updating.
PLCs today have grown into intelligent decision-making machines with
a scope of applications ranging from variable control functions, data
acquisition to report generations and supervisory control. PLCs are
used in numerous industrial control operations for tire manufacturing,
tool changing, materials handling, chemical batching, plastic injection
molding, and machine faults monitoring and diagnostics, transformer
units, robot controls, flexible manufacturing systems (FMS) and special
purpose machines.
PLC Programming
PLC programs are typically written in a
special application on a personal computer,
then downloaded by a direct-connection
cable or over a network to the PLC. The
program is stored in the PLC either in
battery-backed-up RAM or some other non-
volatile flash memory. Often, a single PLC
can be programmed to replace thousands of
relays.
PLC Programming
IEC 61131-3 currently defines five programming languages
for programmable control systems: FBD (
Function block diagram), LD (Ladder diagram), ST (
Structured text, similar to the
Pascal programming language), IL (Instruction list, similar
to assembly language) and SFC (Sequential function chart
). These techniques emphasize logical organization of
operations.
While the fundamental concepts of PLC programming are
common to all manufacturers, differences in I/O
addressing, memory organization and instruction sets
mean that PLC programs are never perfectly
interchangeable between different makers. Even within the
same product line of a single manufacturer, different
models may not be directly compatible.
Example: PLC Application
As an example, say a facility needs to store water in a tank. The
water is drawn from the tank by another system, as needed, and
our example system must manage the water level in the tank.
Using only digital signals, the PLC has two digital inputs from a
floatswitch (Low Level and High Level). When the water level is
above the switch it closes a contact and passes a signal to an
input. The PLC uses a digital output to open and close the inlet
valve into the tank.
When the water level drops enough so that the Low Level float
switch is off (down), the PLC will open the valve to let more
water in. Once the water level rises enough so that the High
Level switch is on (up), the PLC will shut the inlet to stop the
water from overflowing. This rung is an example of seal-in
(latching) logic. The output is sealed in until some condition
breaks the circuit.
Example: PLC Application
Ladder Diagram
Fill Valve
-----------------------[ ]-----------
1.6 Classification of Control Systems
1.6.5 – Based on the Type of Signal and Signal
Conditioning Requirements:
MEMORY
Analog Input
Devices Micro- Alarms/Displays
Processor Serial
Digital Input Unit Interface with
Devices Control computer
Counter/
Timer
Clock
Example: SCADA schematic overview
1.8 Process Control Systems:
Process Control Engineering
an engineering discipline that deals with
architecture, mechanisms, and algorithms
for controlling the output of a specific
process.
uses analog sensors to monitor real-world
signals and digital computers to do the
analysis and controlling; makes extensive
use of analog/digital and digital/analog
conversion.
1.7 Process Control Systems:
As shown in the figure, the governor acts as the controller and the valve as the
final control element. The centrifugal governor operates an amplifier, which
regulates the opening and closing of the valve, thus, steam flow passes from
the boiler on to the blades of the turbo-generator. As the generator load
increases, the turbine speed reduces. To keep the turbine rotational speed at a
reference level, the valve is opened more so that more steam flow takes place
from the boiler to the turbine and to cope with difference in speeds from the
current level to the reference level and vice versa in case of off-loading, thus
bringing the turbine to the reference speed.
1.8 Examples Control Systems
Fig.1.8.2 Feedback Speed Control of an Induction Motor
Reference Firing Angle,α Modified Stator
Current Angular
Voltage
Speed
+ Converter Induction (Output)
Controller and Motor and
-
Inverter Load
Tachogenerator
Red Signal
Green Signal
Bulbs Sequential
Traffic ON/OFF
TIMER Light
Input
Supply
Amber Signal
Here, the time is pre-programmed for fixed durations and the light turns green,
amber, and red sequentially.
1.8 Examples Control Systems
Fig.1.8.5 Closed-loop traffic light system
Optical sensors/ Red Signal
Cameras on each lane Green Signal
Amber Signal
+
Traffic
-
Controller Light
Bulbs Sequential
ON/OFF
Maximum
allowable time
for any light to
Remain ON TIMER
Here, a maximum allowable time time is kept as reference for a particular light
to remain ON, to prevent a traffic jam or disorderly traffic. The optical sensors
or cameras have to supply the vehicles’ number count in each lane to the
controller. Although the lights will be sequentially controlled as in the case of
an open loop control, their ON and OFF timings will be regulated by the
controller. It is no longer the preset value, rather, it will acquire varying ON and
OFF timings, which are optimal in nature and guided by the counts supplied
by individual camera/optical sensor to the controller.
1.8 Examples Control Systems
Fig.1.8.5 Closed-loop water heating system
Steam in Water in
Comparator
+ Deviation Pressure Water out
Controller On valve Valve Heater
(Error)
Desired -
Temperature Steam out
(set point)
Temperature Sensor
Produced goods
Samples of
Final goods Production Sales
unit Unit Sales of
goods
Product
Components Instructions
Customer Satisfaction
Feedback (based on complaints)
1.8 Examples Control Systems
Closed-loop Production Control System
Robotic arm
Television
Feedback signal Camera
1.8 Examples Control Systems
Fig.1.8.11 Closed-loop Electric Drive Position Control System
If
(Constant field
Current)
VE Amplifier Ia
Gear train
DC Generator DC
Motor
Load
ᶿref
Potentiometric ᶿo
Error detector
1.9 Control hardware terms
Actuating mechanism – element that has direct effect on a
controlled system, moves the final control element when
mechanically actuated.
Actuating device – consists of actuating mechanism and final
control element.
Signal transducer – device that transforms an input signal as
clearly as possible into an associated output signal, where
necessary using auxiliary energy. Among others, this group of
devices includes amplifiers and signal converters.
Signal amplifier – device using auxiliary energy for power
amplification.
Signal Converter – devices in which input and output signals
have different structure
Example 1.9.1
Process: cooling a room
Desired outcome: reach/ maintain a defined
temperature constant over
time, say 20 o C
Controlled variable: temperature
Input variable: temperature, since it is measured
by a thermometer and is used to
decide whether to cool or not
Setpoint: 20 o C
Manipulated variable: state of the cooler (the setting
of the valve allowing chilled water to flow through
it)
Example 1.9.2
If the output of an air compressor is controlled by the quantity
drawn in, then:
The opening and closing of the valve is the control operation
The valve, whose setting affects the quantity drawn in, is the
control element
The opening provided by the valve is the controlled variable
The handwheel with which the valve is actuated is the
control device.
The varying load on the compressed air system caused by
the users that affects the control system is the disturbance
This also applies to speed fluctuations or variations in the
degree of efficiency caused by the compressor. On the
account of the open action loop of the control system, it is
not possible to compensate for such disturbance variables.
Example 1.9.3. House heating/ Air-conditioning
system
In this example,
The thermostat acts as the controller which directs the
activities of the heater.
heater or the air-conditioner is the processor that warms or
cools the air inside the house.
the air coming into the heater or air-conditioner is the input.
the air going out of the heater or air conditioner is its output.
the air temperature readings inside the house are the
feedbacks.
and finally, the house is the environment in which the
heating/air-conditioning system operates
1.10 Signals
Signals represent information, the
representation may refer to the value or the
change in values of a physical dimension
and may refer to transmission, processing
or storage of information.
In abstract considerations, signal refers to
values or change in value of mathematical
quantities.
1.10.1Types of Signals
Analog – information is assigned continuously
point by point to a range of values.
Digital – the range to be considered is divided
into a finite number of separate value ranges,
and one specific item of information is assigned
to each range of values.
The digital group includes the binary signal,
also known as an on-off signal, representing
two items of information.
1.10.1Types of Signals
Digital signals are used more frequently in
control engineering and the digital signals are
mainly in the form of binary signals.
These binary signals are of considerable
significance for information processing because
they can easily be produced by equipment (e.g.
switches) and can also be processed simply.
In practice, it is essential to clearly define the
relationship between range of values and signal
in the case of binary signals
Digital and analog signals
Xe2
Branch points
X
X X
X
Representation of a closed loop in the signal flow diagram
Xe1 X
Xe2 = y
y Xd = W - X +
W
1.11.3 Breakdown of the Control Chain
In the preceding sections, the controller has
been represented as a self-contained block
which can be broken down even further. A
control can always be broken down by the
same method to show the arrangement of the
individual components; at the same time
showing the signal flow.
The control chain is thus characterized by a
signal flow from signal input via signal
processing to signal output/execution of
instruction.
Breakdown of the control chain:
Controlled System
Execution of
Actuating Instruction
Device
Operative part
Signal Output
Transducer