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I can't promise this thread will have all that, actually. But I'll start with a few answers to questions from the Buchardt S400 thread, and hope that the ASR members who have theoretical & practical experience also post. There are at least a few of you...
The cardioid effect occurs over a limited bandwidth, with the controllable frequency range related to the spacing between the drivers. Easy example: because the Kii's designers wanted ~3 octaves of cardioid response, they placed the side-mounted drivers closer to the front-mounted mid than to the woofers on rear. IOW, your hands are tied if using 2 drivers in a single cabinet.
AFAIK, Olson's Gradient Loudspeakers was the first real study. Geddes discusses cardioids, with math obviously, in his Audio Transducers book, which should be in PDF on the Gedlee site. Might be worth looking at the archives for Linkwitz & MusicandDesign (aka Nao), too. You can find a bunch of info - in various levels of complexity - from the pro-sound folks. Finally, @kimmosto has a ton of practical results, plus excellent simulation software, at kimmosaunisto.net.Interesting, thanks. Can you provide further info (math) or references on this?