Threshold Design Guidelines

Practical Selection of Reliability Guard Limits


Purpose of Threshold Guidelines

Thresholds in B-Type architecture define the boundary between acceptable adaptation and unsafe behavior.

They are not tuning parameters for performance optimization, but
engineering limits that preserve reliability under degradation.

Thresholds answer the question:
“How far are we willing to bend before we must stop adapting?”


Fundamental Design Principle

All thresholds must satisfy the following condition:

\[\text{Stability and controllability must be preserved even when adaptation is blocked.}\]

Therefore, thresholds should be:


Guideline 1: Response Delay Ratio Threshold

Metric

\(R_{\Delta t} = \frac{\Delta t}{\Delta t_0}\)

\(1.2 \le R_{\Delta t}^{\max} \le 1.5\)

Interpretation

Design Note

If control delay exceeds 150% of nominal,
the system is already operating in a degraded regime and adaptation should be blocked.


Guideline 2: Gain Compensation Ratio Threshold

Metric

\(R_K = \frac{K}{K_0}\)

\(1.5 \le R_K^{\max} \le 3.0\)

Interpretation

Design Note

Large gain increases often precede actuator saturation and oscillatory behavior,
making this threshold a strong early-warning indicator.


Guideline 3: Amplitude Ratio Threshold

Metric

\(R_A = \frac{A_{\text{out}}}{A_{\text{ref}}}\)

\(1.2 \le R_A^{\max} \le 2.0\)

Interpretation

Design Note

Amplitude thresholds should be coordinated with
mechanical limits, thermal constraints, and fatigue considerations.


Guideline 4: Reliability Cost Threshold

Metric

\(J_{\text{rel}}\)

Instead of absolute values, define the threshold relative to nominal variance:

\[J_{\text{rel}}^{\max} = \alpha \cdot \mathbb{E}[J_{\text{rel}}^{\text{nominal}}]\]

where:

Design Note

The reliability cost threshold should never override individual hard guards.
It acts as a secondary, integrative constraint.


Guideline 5: Adaptation Frequency Threshold

Metric

\(N_{\text{adapt}} \quad [\text{events/time}]\)

\(N_{\text{adapt}}^{\max} \le 1 \text{ per dominant time constant}\)

Interpretation

Frequent adaptation indicates:

Blocking adaptation in this case improves reliability, not degrades it.


Conservative Default Threshold Set (Example)

Metric Default Value
\(R_{\Delta t}^{\max}\) 1.3
\(R_K^{\max}\) 2.0
\(R_A^{\max}\) 1.5
\(J_{\text{rel}}^{\max}\) \(3 \times\) nominal
\(N_{\text{adapt}}^{\max}\) 1 / time constant

This set is suitable for initial deployment and long-term operation.


Threshold Validation Strategy

Thresholds should be validated through:

  1. Aging and degradation simulations
  2. Worst-case disturbance injection
  3. Actuator saturation testing
  4. Long-horizon reliability cost evaluation

A valid threshold is one that blocks adaptation before damage or instability occurs.


Summary

Thresholds in B-Type architecture:

In B-Type, conservative thresholds are not a limitation—
they are the core design feature.


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