SEEKING ORDER IN CHAOS
   
   This article also appears in the Oak Ridge National Laboratory
   Review (Vol. 25, No. 2), a quarterly research and development
   magazine. If you'd like more information about the research
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   A mountain stream, a beating heart, a smallpox epidemic, and a
   column of rising smoke are all examples of dynamic phenomena that
   sometimes seem to behave randomly. In actuality, such processes
   exhibit a special order that scientists and engineers are only just
   beginning to understand. This special order is "deterministic
   chaos," or chaos, for short.     
   
   Today chaos theory is employed to monitor and control the
   interaction between particulates and gases in the turbulent flow of
   a fluidized bed, thus improving its performance and reducing
   emissions of gaseous pollutants. In the future chaos theory may be
   used to smooth airplane flight and reduce fuel consumption. Heart
   pacemakers may someday be tuned to issue warnings when they detect
   undesirable heartbeat patterns that signal a heart attack days or
   weeks away.     
   
   As a researcher in ORNL's Engineering Technology Division, I am
   particularly interested in applying the new discipline of chaos
   theory to engineering. Chaos theory seems to be especially suited
   for dealing with a major difficulty that has puzzled engineers for
   centuries: how to describe processes that are governed by explicit
   laws of cause and effect but seem to behave almost randomly in
   practice.     
   
   Turbulent fluid flow, as in fluidized beds used in industry, is a
   good example of such an unruly process. Even though the governing
   physical laws are known, under many conditions--such as in a
   mountain stream or near the wing of an airplane--the mathematics of
   fluid flow becomes extremely complicated, and the actual behavior
   becomes so erratic that making detailed predictions is impossible.
   Attempts to understand this problem have prompted some of the
   deepest questions in modern physics.     
   
   To make at least some headway in practical situations, engineers
   have traditionally relied on statistical descriptions or
   "correlations" of irregular phenomena. These summarize empirical
   experience--that is, measured data--in some convenient form,
   usually guided by general physical constraints or relationships. In
   cases where only gross or average behavior patterns are important,
   these descriptions have often been useful. The development of
   aircraft design correlations from wind tunnel measurements is a
   good example of empirical engineering.    
   
   Unfortunately, empirical engineering can be costly and inefficient.
   Numerous trial-and-error experiments must be performed to generate
   correlations relevant to situations of interest. Correlations are
   also only valid for the parameter ranges tested; extrapolation to
   untested situations is risky at best.     
   
   More recently, engineers have attempted to go beyond empiricism by
   developing computer models that simulate physical laws and details
   to a high degree of precision. This approach has been made possible
   by the increasing availability of high-speed, large-memory
   computers. Although successful in some cases, such
   "number-crunching" approaches are often costly and complicated, may
   contain many untestable assumptions, and frequently yield little
   improvement in fundamental understanding.     
   
   Another important problem with detailed computer models is that
   they are sometimes "linearized" to make them more tractable. In
   other words, all physical influences are assumed to be directly
   additive; that is, if a given magnitude of cause A produces X units
   of effect B, then twice the previous magnitude of A produces 2X
   units of B. Nonlinear relationships are not so straightforward. For
   example, doubling A might cause B to increase fourfold. We now know
   that nonlinearities are often essential to the behavior of many
   systems and that their removal can completely change the resulting
   dynamics.     
   
   Chaos theory offers a new approach for explaining and dealing with
   complicated behavior. As more engineering problems are considered
   in light of this theory, it is becoming increasingly apparent that
   irregularity is often a key to understanding the fundamental nature
   of dynamic systems. Apparent randomness can result not just from
   unknown physical parameters, measurement error, and outside noise,
   but also from simple, nonlinear deterministic components. In fact,
   many systems appear to be dominated by deterministic randomness. 
   
   
   CHAOS VERSUS RANDOMNESS    
   
   Deterministic chaos should not be confused with the common notion
   of total disorder. In a sense, deterministic chaos is the opposite
   of disorder because it actually refers to highly structured
   behavior. The word chaos was coined by early investigators because
   the structure can be invisible to the casual observer, thus giving
   the impression of randomness.    
   
   As the adjective deterministic implies, this type of chaos arises
   in physical processes or systems that follow explicit rules of
   cause and effect. Thus, in practice we can model the current state
   of a deterministic system as a unique function of its previous
   state. Typically, the relationship between past and future is
   expressed in terms of finite difference or differential equations. 
     
   
   The motion of a satellite around the earth is a familiar
   deterministic system. Given an initial satellite position and
   velocity, the laws of Newtonian mechanics make possible
   construction of a model that unambiguously predicts the satellite's
   position and velocity at the next moment. By contrast, in processes
   such as the decay of an atomic nucleus or the motion of an electron
   in an atom, the governing laws of quantum physics allow predictions
   only of the probabilities of succeeding states. In these latter
   cases an unambiguous relationship no longer exists between
   conditions at one instant in time and the next. 
   
   
   WHAT CAUSES CHAOS?    
   
   At first glance, the idea that irregularity can arise from
   deterministic behavior would seem to be a contradiction. In
   mathematical terms, deterministic irregularity is related to a
   property known as sensitivity to initial conditions. This is a
   technical form of the more common notion that sometimes even very
   slight changes in starting conditions can result in drastic changes
   to the final outcome. A familiar example of this notion is the
   saying: "For want of a nail the shoe was lost, for want of a shoe
   the horse was lost, for want of a horse the rider was lost, for
   want of a rider the battle was lost," and so on.     
   
   When dynamic systems exhibit sensitivity to initial conditions, our
   ability to predict what will happen next decreases exponentially
   over time. Even if we know the deterministic law relating the
   states at time t and time t+1, we will never be able to know the
   starting state at time t with infinite precision. We may be able to
   predict the next state with acceptable accuracy, but as we
   extrapolate farther into the future, the effect of the initial
   uncertainty grows so rapidly that it soon dominates our result.
   Before long we have no hope of making an accurate prediction. To a
   casual observer it can appear that the system is being perturbed by
   some random influence.     
   
   The most common cause of sensitivity to initial conditions is the
   presence of nonlinearities in the governing relationship between
   sequential states in time. As described previously, nonlinearities
   are characterized by nonproportional changes in the result for a
   given change in input. For example, the equation y = x2 is a
   nonlinear relationship between x and y. Doubling x quadruples y.
   The equation y = 2x , on the other hand, is linear. The first
   equation can be linearized by assuming that, for cases of interest,
   x is nearly constant at some value k and rewriting the relationship
   as y = kx. In effect, this change forces the equation to be linear.
   The importance of nonlinearities was almost completely unrecognized
   by the scientific and engineering communities until within the past
   two years or so. Before that time nonlinearities were basically
   ignored because they were mathematically "messy." Most models that
   contained nonlinearities were linearized so that they could be
   solved in analytical form.     
   
   With the advent of modern computers, it became possible to observe
   the results of nonlinearities directly without the need to resort
   to analytical solutions. As a result, a few key researchers quickly
   began to realize that science had been systematically excluding
   (albeit unknowingly) a major reality in the behavior of the natural
   world. Surprisingly, this realization has been slow to take hold in
   the technical community as a whole. Scientists and engineers still
   have a strong tendency to linearize models, even though they may be
   solving those models using a computer. We are still strongly
   influenced by a legacy of linear thinking. 
   
   
   CHAOTIC STRUCTURE IN THERMAL CONVECTION    
   
   To better understand how the inherent order in chaos can be
   visualized, it is helpful to consider another simple example.
   Anyone who has driven on a hot desert road during the day has seen
   the dancing mirages produced by the air as it rises from the heated
   surface. The motion of the air in this case is a form of natural
   thermal convection, induced by the air's lowered density as it
   warms near the road. This same basic process produces the thermals
   exploited by birds and hang glider pilots. A simplified
   mathematical model of this process was developed about 30 years ago
   by Professor Edward Lorenz of the Massachusetts Institute of
   Technology. Mathematically, the model consists of three ordinary
   differential equations that describe how the global patterns of air
   flow and temperature change over time. Nonlinearities are prominent
   in two of the equations.     
   
   Integrating the model over time produces a simulation of the
   patterns that would be observed in the layer of air. The figure on
   this page is a depiction of the Lorenz variable representing the
   air flow (designated by convention as X) plotted against time. The
   figures show two different traces, each representing the behavior
   that would occur for slightly different starting conditions. Note
   the rapid divergence in similarity between the two traces after an
   initial period during which they remain close together.     
   
   We could be content to just observe the variation of flow and
   temperature patterns individually over time, but a much more useful
   approach is to plot the flow and temperature variables against each
   other as in the figure onp. 40. Recall that X represents flow; Y
   and Z represent horizontal and vertical temperature variations. At
   each moment in time, the Lorenz model produces values for X, Y, and
   Z that represent a complete description of the dynamical state of
   the convecting air layer. When continously plotted, the XYZ
   combinations produce a "map," or "trajectory," of the patterns
   produced over time. Such plots are termed state-space or
   phase-space trajectories.     
   
   As we see in the figure on p. 40, the XYZ patterns produced by the
   Lorenz model vary continually over time, never settling down to a
   single point and never exactly repeating. Nevertheless, over
   relatively long periods of time the Lorenz phase-space trajectory
   begins to fill in a distinctive shape called the attractor.
   Magnifying this structure reveals an endless level of repeating
   detail that can be described in terms of a new mathematical tool
   called fractal geometry. Fractal geometry is a universal
   characteristic of chaotic processes involving friction, which are
   of primary interest to engineers. Nonchaotic systems also have
   attractors, but their attractors are not fractals.     
   
   To distinguish chaotic attractors from ordinary ones, the former
   are called strange attractors. Attractors provide a unique way of
   defining and comparing the structure of different chaotic
   processes. In effect, it is possible to use the attractor as a kind
   of dynamic "fingerprint." Not only do attractors allow us to more
   conveniently picture the underlying patterns, they can be
   mathematically analyzed to obtain numerical descriptions. Even
   slight changes in the chaotic behavior (when the system parameters,
   operating conditions, or inputs are changed, for example) are
   readily detectable as changes in the attractor characteristics.
   Much of chaos theory focuses on the proper methods for visualizing
   and describing attractors. 
   
   
   CHAOTIC TIME SERIES ANALYSIS    
   
   About three years ago I began collaborating with three other ORNL
   colleagues in applying chaos theory to engineering systems. Our
   principal interests were (and still are) to determine if particular
   systems are, in fact, deterministically chaotic, to visualize and
   quantify the chaotic patterns if they exist, and to use the
   resulting information in practical ways such as improved design and
   control. After considering various approaches, we decided that the
   best approach would be to focus on the analysis of time series
   measurements.    
   
   Time series measurements are sequential records of physical
   variables such as velocity, temperature, or pressure that are
   collected for some period of time from a process or system.
   Typically, such measurements are depicted graphically as time
   traces like the Lorenz X variable in the figure on p. 39. Other
   familiar examples of such data are stock prices, temperature and
   rainfall records, and the speed of a car's engine.     
   
   The analysis of nonchaotic time series is highly developed and
   relatively routine. One common technique used by engineers is
   Fourier analysis, a mathematical procedure that models variations
   over time as combinations of sine waves (that is, regular waves of
   constant amplitude and frequency). Fourier analysis is clearly
   appropriate when the governing relationships and resulting patterns
   are linear, but it is inadequate when the data being analyzed are
   chaotic.     
   
   In evaluating chaotic time series measurements from engineering
   systems, we have found that the most productive approach is to
   construct phase-space trajectories analogous to those shown in the
   figure on the opposite page. Because it is usually not possible to
   measure all of the dynamic variables in a system, trajectories must
   typically be constructed from a small set of selected time series
   measurements. Construction is accomplished using a mathematical
   technique called embedding. The embedding technique is, in fact, so
   powerful that it is theoretically possible to construct a
   representation of the behavior of all of the dynamical variables of
   a system from measurements of a single variable. Thus, for example,
   it is possible to reconstruct the contributions of Y and Z in the
   Lorenz model (and thus a dynamically equivalent facsimile of the
   figure at left) from measurements of the X variable alone!     
   
   The final result of the embedding procedure is a transformation of
   the original time series data into a reconstructed phase-space
   trajectory as shown in the figure at right. Once this
   reconstruction has been accomplished, the resulting patterns can be
   analyzed in detail to determine whether or not the system is
   chaotic, linear, or purely random. If it is chaotic, the
   distinctive measures of the attractor can be used to uniquely
   define the underlying structure and compare it to other systems,
   conditions, or models.     
   
   Dynamical systems often have more than three important components,
   and the resulting phase-space can be difficult to visualize
   directly because it requires more than the three dimensions
   encountered in everyday experience. One approach to this problem is
   to make projections of the trajectory in two or three dimensions.
   Mathematically, however, the analytical procedures are identical,
   and no serious problems occur in making quantitative descriptions
   of trajectories in more than three dimensions. 
   
   
   SPECIFIC APPLICATIONS    
   
   We initially selected fluidized beds as a trial engineering system
   for applying chaotic time series analysis. Fluidized beds are
   widely used in industry to promote intimate mixing between
   particulate solids and fluids (either liquids or gases). Briefly,
   they consist of vertical chambers containing "beds" of solids
   through which fluid flows upward. The fluid flow is sufficiently
   high to suspend the solids, which swirl about the chamber in
   turbulent patterns reminiscent of thermal convection. Commercially
   important processes using fluidized beds include refining petroleum
   and minerals and fluidized combustion of waste and high-sulfur
   coal.     
   
   The turbulent flow of fluid and solids in fluidized beds is one of
   the most desirable characteristics for mixing, but it is also the
   source of much complexity and engineering uncertainty. Although
   fluidized beds have been prominent in the chemical and petroleum
   industries for several decades, their design and control is still
   largely empirical. It is still common to find large
   multimillion-dollar facilities initially constructed for specific
   performance specifications (such as yield of a particular chemical
   product or degree of sulfur removal) only to discover after startup
   that expensive testing and trial-and-error equipment modifications
   must be made to meet the original design goals.    
   
   Our approach in applying chaos theory to fluidized beds has been to
   analyze the experimental chaotic time series of pressure and
   voidage measurements taken from several different test facilities
   here and at other collaborating DOE laboratories and universities.
   From past experience we know that pressure and voidage fluctuations
   are good indicators of the fluidization state. The results to date
   clearly demonstrate the presence of deterministic chaos and suggest
   the possible ranges of chaotic behavior that can be expected in
   commercial fluidized beds. The figure at left illustrates three
   examples of chaotic attractors constructed from fluidized-bed
   pressure signals. Note that the plots shown are two-dimensional
   projections of five-dimensional trajectories.     
   
   Our experience with fluidized beds demonstrates that chaotic time
   series analysis is a much more discriminating method for
   characterizing and monitoring fluidization state than conventional
   methods such as Fourier analysis. Thus, it should be possible to
   use chaotic measures to design and control fluidized beds more
   effectively than in the past.     
   
   One control application that has already been developed is a
   fluidization control module now being incorporated into uranium
   processing facilities at the Oak Ridge Y-12 Plant. An essential
   component in the Y-12 control scheme is a device that reconstructs
   the fluidized bed's attractor from pressure measurements and
   continually analyzes its key features. When the attractor structure
   begins to deviate significantly from optimum values, a control
   signal is sent to correct the bed operation, making it operate more
   efficiently than was previously possible.     
   
   While continuing to work with fluidized beds, we have expanded our
   scope of potential chaos applications into other areas such as
   pulsed combustion, motor current signature analysis, nuclear
   reactor monitoring, and internal combustion engine diagnostics.
   Results from preliminary investigations in several of these areas
   are very encouraging.     
   
   For example, using simplified computer models, we and collaborators
   from DOE's Morgantown Energy Technology Center have demonstrated
   that chaos can result from interactions among the basic heat, mass,
   and momentum balances in pulsed combustion (see the figure at
   right). Because these same basic balances are present in most
   flames, we believe that chaos may affect many types of combustion.
   It is known that fluctuations of flow, concentration, and
   temperature in flames are often major factors in the production of
   pollutants such as nitrogen oxides and unburned hydrocarbons. If
   such fluctuations are the product of deterministic chaos, it should
   be possible to use chaos theory and chaotic time series analysis to
   develop totally new methods for reducing undesirable combustion
   emissions from automobile engines, power plants, and waste
   incinerators. 
   
   
   FUTURE PLANS AND POSSIBILITIES    
   
   We plan to continue exploring the use of chaos theory as a basis
   for engineering diagnostics. As described previously, we will
   attempt to use chaotic time series analysis on systems of interest
   to detect subtle changes in their attractors that indicate the
   onset of undesirable performance or imminent failure of critical
   components.     
   
   Beyond providing improved diagnostics, we anticipate that chaos
   theory will contribute to the development of radically new control
   strategies. For example, chaos theory may be combined with
   pattern-recognition techniques, parallel computers, and high-speed
   algorithms for extremely rapid "on-line" decision making.
   Sufficient data processing speed would allow the introduction of
   real-time control changes to force the system to behave in a
   particular fashion. An example of an application of this idea would
   be in the development of "smart" monitors for automobile engines.
   Such monitors could evaluate an attractor representing engine
   performance and determine if the pattern meets certain criteria
   (e.g., less than some allowable maximum for production of nitrogen
   oxide, an air pollutant). If the desired performance criteria are
   not met, some appropriate parameter adjustment would be made (e.g.,
   increasing the spark advance). Such adjustments, or
   "perturbations," could be made almost continuously to effectively
   mold the engine's attractor into its optimum form.    
   
   In summary, because it is appropriate for many technical
   disciplines and applications, use of chaotic time series analysis
   as a basic research tool and engineering methodology will likely
   expand widely over the next few years. 
   
   
   SUGGESTED READING    
   
   The following short list of references is recommended for those
   interested in learning more about chaos: James Gleick, Chaos:
   Making a New Science, Viking Press, New York. Nontechnical but very
   readable review of major developments and players. Ian Stewart,
   Does God Play Dice?, Basil Blackwell, Cambridge, Massachusetts.
   Very readable introduction to the basic concepts and philosophy
   behind chaos theory. G. L. Baker and J. P. Gollub, Chaotic
   Dynamics: An Introduction, Cambridge University Press, New York.
   Technical presentation of chaos at the undergraduate and first-year
   graduate student level. Francis Moon, Chaotic Vibrations, John
   Wiley and Sons, New York. Technical introduction to chaos for
   engineers and applied scientists. J. P. Eckmann and D. Ruelle,
   "Ergodic theory of chaos and strange attractors," Rev. Mod. Phys.,
   Vol. 57, No. 3, Part 1, pp. 617-656. Highly technical discussion
   suitable for those familiar with chaos theory but not specifically
   acquainted with chaotic time series analysis. Biographical
   SketchStuart Daw is a development staff member in ORNL's
   Engineering Technology Division. He holds a Ph.D. degree in
   chemical engineering from the University of Tennessee. He served as
   a research and development engineer at E. I. du Pont de Nemours and
   Company before coming to ORNL in 1979. Three years ago, he became
   interested in using chaos theory to describe behavior in
   fluidized-bed reactors. Since then he has collaborated with
   researchers from ORNL's Engineering Physics and Mathematics
   Division and Instrumentation and Controls Division to develop
   chaotic time series analysis as a generic research tool. As a
   result of this collaboration, Daw was a co-winner of a 1991
   Technical Achievement Award from Martin Marietta Energy Systems,
   Inc. He is a member of the ORNL Graduate Fellow Selection Panel,
   the Board of Advisors of the Central States Section of the
   Combustion Institute, and the American Flame Research Committee.
   
   
   C. Stuart Daw
   
   (keywords: chaos, deterministic chaos)
   
   
   
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   Date Posted:  2/7/94  (ktb)