Mechatronic Systems: cram pack

Formula sheets, the key method steps for every topic and 12 practice problems, with full solutions at the back.

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1Formulas and methods

DC motors

Armature circuit
V = E + IaRa
Back-EMF and torque
E = k·ω, T = k·Ia
Speed
ω = 2π·n/60, ω = (V − IaRa)/k
No-load speed and stall torque
ω0 = V/k, Tstall = k·V/Ra
Powers
Pin = V·Ia, Pdev = E·Ia = T·ω, Pout = Pdev − Prot
Starting
Istart = V/(Ra + Rst)
Speed regulation
SR = (n0 − nFL)/nFL
Maximum developed power
Pmax = V²/(4Ra)
Chopper drive
Va = D·Vdc

Method

  1. Draw the armature circuit: supply V, resistance Ra and the back-EMF E in series.
  2. Use V = E + Ia·Ra to link voltage, current and back-EMF.
  3. Use E = k·ω for speed and T = k·Ia for torque, with ω = 2π·n/60.
  4. For power and efficiency, start from V·Ia, subtract the copper loss Ia²·Ra and then the rotational losses.

Gears & gear trains

Meshing gears
n1·N1 = n2·N2
Torque
T2 = T1·(N2/N1)·η
Power
P = T·ω, ω = 2π·n/60
Compound train
total ratio = product of the stage ratios

Data acquisition & sampling

Nyquist criterion
fs > 2·fmax, fN = fs/2
Alias frequency
fa = |f − k·fs|, k = round(f/fs)
Step size
1 LSB = VFSR/2ᴺ
Quantisation error (rounding)
±½ LSB
Truncating ADC code
D = ⌊Vin/LSB⌋
Bits for a resolution r
2ᴺ ≥ span/r
Ideal SQNR, full-scale sine
SQNR = 6.02·N + 1.76 dB
Data rate
channels × fs × N bit/s
Multiplexed ADC
fs = 1/(n·(tc + tset))
UART
Tb = 1/baud; 8N1 = 10 bits per byte; bytes/s = baud/bits per frame
Baud rate divider
baud = fclk/(16·D)

Method

  1. Write down what is given: sampling rate, signal frequencies, number of bits, input range, baud rate.
  2. For sampling questions, compare each frequency with fs/2; a higher frequency appears at fa = |f − k·fs| with the nearest multiple of fs.
  3. For resolution questions, find 1 LSB = VFSR/2ᴺ, or the smallest N with 2ᴺ ≥ span/resolution.
  4. For data rates and UART links, count everything that is sent: channels, samples per second, bits or whole bytes per sample, and the start, parity and stop bits of every frame.

Wheatstone bridge & strain gauges

Divider voltages
Va = VsR2/(R1 + R2), Vb = VsR4/(R3 + R4)
Output
Vab = Va − Vb
Balance
R1/R2 = R3/R4
Slide-wire bridge
R/Rx = l/(100 − l)
Thévenin resistance
Rth = R1∥R2 + R3∥R4
Gauge factor
ΔR/R = GF·ε
Bridge output
quarter Vs·GF·ε/4, half Vs·GF·ε/2, full Vs·GF·ε
Small change, one arm
Vab ≈ Vs·ΔR/(4R)
Stress
σ = E·ε

Method

  1. Treat the bridge as two voltage dividers across the same supply.
  2. For balance, set R₁/R₂ = R₃/R₄ and solve for the unknown resistor.
  3. For an unbalanced bridge, find Va and Vb from the dividers and subtract; use the Thévenin equivalent when a meter loads the output.
  4. For strain gauges, convert strain to ΔR/R = GF·ε and use Vs·GF·ε/4, /2 or ×1 for a quarter, half or full bridge.

Steady-state error & PID control

System type
number of poles of G(s) at s = 0
Error constants
Kp = lim G(s), Kv = lim s·G(s), Ka = lim s²·G(s) (s → 0)
Step A
ess = A/(1 + Kp)
Ramp A·t
ess = A/Kv
Parabola A·t²/2
ess = A/Ka
PID controller
C(s) = Kp + Ki/s + Kd·s
Second-order target
s² + 2ζωns + ωn²
Overshoot and timing
%OS = 100·e−ζπ/√(1−ζ²), tp = π/ωd, ts ≈ 4/(ζωn)

Method

  1. Count the poles of the open loop C(s)·G(s) at s = 0: that is the system type.
  2. Work out the error constant that matches the input: Kp for a step, Kv for a ramp, Ka for a parabola.
  3. Apply ess = A/(1 + Kp), A/Kv or A/Ka, or solve it for the gain you need.
  4. For a damping or speed specification, write the closed-loop characteristic polynomial and match it with s² + 2ζω_n·s + ω_n².

2Practice problems

1.DC motorsMedium
T (N·m)n (rpm)Tst​ = ?n0​

A DC motor with k = 0.5 N·m/A and Ra = 1.2 Ω is connected to 120 V. Find its stall torque Tstall, the torque at zero speed.

V = 120 Vk = 0.5 N·m/ARa = 1.2 Ω
Tstall = N·m
2.DC motorsHard
+−240 VRst​ = ?Ra​ = 0.5 Ω50 AM+−E = 0n = 0T

A 240 V DC motor has an armature resistance of 0.5 Ω. Find the series starting resistance Rst that limits the starting current to 50 A.

V = 240 VRa = 0.5 ΩImax = 50 A
Rst = Ω
3.Gears & gear trainsMedium
N1​ = 18, m = 5 mm

A 4 kW motor running at 2900 rpm drives a pinion with 18 teeth and a module of 5 mm. Find the tangential force Ft on the pinion teeth.

P = 4 kWn = 2900 rpmN1 = 18m = 5 mm
Ft = N
4.Gears & gear trainsHard
A = 30B = 60C = 40D = 72

In a compound gear train, gear A (30 teeth) on the input shaft turning at 1450 rpm drives gear B (60 teeth). Gear C (40 teeth) is fixed to the same shaft as B and drives gear D (72 teeth) on the output shaft. Find the output speed nout.

nin = 1450 rpmA = 30B = 60C = 40D = 72
nout = rpm
5.Data acquisition & samplingMedium
∿01N = 122 kHz? MB

A recorder samples one channel at 2 kHz with a 12-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 60 min recording, in MB (1 MB = 10⁶ bytes).

n = 1fs = 2 kHzN = 12t = 60 min
M = MB
6.Data acquisition & samplingHard
Vin​N = ?VFSR​2ᴺ − 101 LSB

An audio measurement needs an ideal signal-to-quantisation-noise ratio of at least 96 dB for a full-scale sine wave. Find the smallest number of ADC bits N.

SQNR ≥ 96 dB
N =
7.Wheatstone bridge & strain gaugesMedium
+−9 VR1​ = 40 ΩR2​ = 300 ΩR3​ = 20 ΩR4​ = 600 ΩabGRg​ = 20 Ω

A galvanometer with a resistance of 20 Ω is connected between a and b of the bridge shown (Vs = 9 V). Find the galvanometer current Ig from a to b, in µA.

Vs = 9 VR1 = 40 ΩR2 = 300 ΩR3 = 20 ΩR4 = 600 ΩRg = 20 Ω
Ig = µA
8.Wheatstone bridge & strain gaugesHard
+−10 V120 Ω − ΔR120 Ω + ΔR120 Ω + ΔR120 Ω − ΔRab+−Vo​ = ?

A load cell (a full bridge of strain gauges) has a rated output of 2.5 mV/V at its rated load of 1000 kg. It is excited with 10 V. Find its output Vo under a load of 750 kg.

2.5 mV/VFrated = 1000 kgVs = 10 VF = 750 kg
Vo = mV
9.Steady-state error & PID controlMedium
R(s)+K = 111s + 1C(s)−

A process G(s) = 1/(1s + 1) is controlled by a proportional gain K = 1 in a unity-feedback loop. Find the steady-state error ess for a step, as a percentage of the step size.

G(s) = 1/(1s + 1)K = 1
ess = %
10.Steady-state error & PID controlHard
R(s)+K2s(s + 2)C(s)−

A proportional controller K drives the plant G(s) = 2/(s(s + 2)) in a unity-feedback loop. Find the gain K that gives the closed loop a damping ratio ζ = 0.6.

G(s) = 2/(s(s + 2))ζ = 0.6
K =
11.Step responseMedium
t (s)y(t)1?

A system has the transfer function G(s) = 100/(s² + 12s + 100) and receives a unit step input. Find the percent overshoot %OS of the step response.

G(s) = 100/(s² + 12s + 100)
%OS = %
12.Step responseHard
R(s)+Ks(s + 12)G(s)C(s)−

A unity negative feedback loop has G(s) = K/(s(s + 12)). Find the gain K that gives a step response with 10 % overshoot.

G(s) = K/(s(s + 12))%OS = 10 %
K =

3Solutions

1.DC motors

Answer: Tstall = 50 N·m

DC motor: the armature is a resistance Ra in series with the back-EMF E, so V = E + Ia·Ra. The back-EMF grows with speed, E = k·ω, and the torque with current, T = k·Ia, with the same motor constant k (V·s/rad = N·m/A) in SI units. Convert speeds with ω = 2π·n/60. The developed power is E·Ia = T·ω; the input power is V·Ia, and the copper loss Ia²Ra and the rotational loss make the difference. The speed falls in a straight line with torque, ω = V/k − Ra·T/k², from the no-load speed V/k to zero at the stall torque k·V/Ra. At standstill E = 0, so the starting current V/Ra is large unless a resistor limits it.

Stall current

Ia = V/Ra = 120/1.2 = 100 A

Stall torque

Tstall = 0.5·100 = 50 N·m

Answer

Tstall = 50 N·m
2.DC motors

Answer: Rst = 4.3 Ω

DC motor: the armature is a resistance Ra in series with the back-EMF E, so V = E + Ia·Ra. The back-EMF grows with speed, E = k·ω, and the torque with current, T = k·Ia, with the same motor constant k (V·s/rad = N·m/A) in SI units. Convert speeds with ω = 2π·n/60. The developed power is E·Ia = T·ω; the input power is V·Ia, and the copper loss Ia²Ra and the rotational loss make the difference. The speed falls in a straight line with torque, ω = V/k − Ra·T/k², from the no-load speed V/k to zero at the stall torque k·V/Ra. At standstill E = 0, so the starting current V/Ra is large unless a resistor limits it.

Total resistance

Ra + Rst = 240/50 = 4.8 Ω

Starting resistor

Rst = 4.8 − 0.5 = 4.3 Ω

Answer

Rst = 4.3 Ω

The resistor is cut out step by step as the motor speeds up and the back-EMF grows.

3.Gears & gear trains

Answer: Ft = 292.7 N

Gear geometry: the module m sets the tooth size. A gear with N teeth has a pitch diameter d = m·N, two meshing gears have the same module, and their centre distance is a = (d₁ + d₂)/2 = m·(N₁ + N₂)/2. The pitch-line speed is v = π·d·n/60, and the tangential tooth force follows from the torque: Ft = 2T/d.

Torque on the pinion

ω = 2π·2900/60 = 303.7 rad/s
T = P/ω = 4000/303.7 = 13.17 N·m

Pitch diameter

d = m·N = 5·18 = 90 mm

Tangential force

Ft = 2T/d = 2·13.17/0.09 = 292.7 N

Answer

Ft = 292.7 N
4.Gears & gear trains

Answer: nout = 402.8 rpm

Gear trains: meshing gears have the same speed at the teeth, so n₁·N₁ = n₂·N₂: the gear with fewer teeth turns faster. Gears on one shaft turn at the same speed. Power is passed on (minus losses), so torque goes up when speed goes down: T₂ = T₁·(N₂/N₁)·η, and P = T·ω with ω = 2π·n/60.

First stage

nB = 1450·30/60 = 725 rpm = nC

Second stage

nout = 725·40/72 = 402.8 rpm

Answer

nout = 402.8 rpm

total ratio = 3.6 : 1

5.Data acquisition & sampling

Answer: M = 14.4 MB

Data rates: every channel delivers fs samples per second of N bits, so the raw rate is channels × fs × N bit/s. In memory a sample takes whole bytes (a 12-bit sample is stored in 2 bytes), so the memory for a recording is channels × fs × bytes per sample × time. A multiplexed ADC converts the channels one after another: each conversion (with settling) takes t, so one round of n channels takes n·t and each channel is sampled at 1/(n·t).

Bytes per sample

⌈12/8⌉ = 2 B

Byte rate

1·2000·2 = 4000 B/s

Memory

M = 4000·3600 = 1.44 × 10⁷ B = 14.4 MB

Answer

M = 14.4 MB
6.Data acquisition & sampling

Answer: N = 16

ADC resolution: an N-bit converter divides its full-scale range VFSR into 2ᴺ codes, from 0 to 2ᴺ − 1. One step is 1 LSB = VFSR/2ᴺ: the smallest change the converter can show. A truncating ADC gives the code ⌊Vin/LSB⌋; a rounding ADC is never more than ½ LSB away from the true value, its quantisation error. Every extra bit halves the LSB and adds about 6 dB to the ideal signal-to-quantisation-noise ratio SQNR = 6.02·N + 1.76 dB for a full-scale sine. To reach a resolution r over a span, choose the smallest N with 2ᴺ ≥ span/r.

Solve for N

N ≥ (96 − 1.76)/6.02 = 15.65

Round up

N = 16
check: 6.02·16 + 1.76 = 98.08 dB ≥ 96 dB

Answer

N = 16
7.Wheatstone bridge & strain gauges

Answer: Ig = −10295 µA

Wheatstone bridge: two voltage dividers share one supply Vs. The left divider R1–R2 gives Va = Vs·R2/(R1 + R2) and the right divider R3–R4 gives Vb = Vs·R4/(R3 + R4); the output is Vab = Va − Vb. The bridge is balanced (Vab = 0, no current in the meter) when R1/R2 = R3/R4, that is R1·R4 = R2·R3. Seen from the output, the bridge is a Thévenin source with Rth = R1∥R2 + R3∥R4.

Thévenin voltage

Vth = 9·(300/340 − 600/620) = −0.7685 V

Thévenin resistance

Rth = R₁∥R₂ + R₃∥R₄ = 54.65 Ω

Galvanometer current

Ig = −0.7685/(54.65 + 20) = −10295 µA

Answer

Ig = −10295 µA
8.Wheatstone bridge & strain gauges

Answer: Vo = 18.75 mV

Strain gauges: a gauge changes its resistance with strain: ΔR/R = GF·ε, where the gauge factor GF is about 2 for metal foil. In a bridge with all arms equal to R, one active gauge (quarter bridge) gives Vo ≈ Vs·GF·ε/4. Two active gauges with opposite strains in adjacent arms (half bridge) give Vs·GF·ε/2, and four (full bridge) give Vs·GF·ε. Stress follows from Hooke’s law, σ = E·ε. Load cells state their sensitivity in mV/V: the output at full load per volt of excitation.

Full-scale output

2.5·10 = 25 mV

Output at this load

Vo = 25·750/1000 = 18.75 mV

Answer

Vo = 18.75 mV
9.Steady-state error & PID control

Answer: ess = 50 %

Steady-state error: in a unity-feedback loop with open-loop transfer function G(s) the error is E(s) = R(s)/(1 + G(s)), and by the final value theorem ess = lims→0 s·E(s). The system type is the number of poles of G(s) at s = 0. The error constants are Kp = lim G(s), Kv = lim s·G(s) and Ka = lim s²·G(s), all for s → 0. A step of size A gives ess = A/(1 + Kp), a ramp A·t gives A/Kv and a parabola A·t²/2 gives A/Ka. A type-0 loop follows a step with a finite error, a type-1 loop follows it exactly and a ramp with a finite error.

Position constant

Kp = 1·1 = 1

Step error

ess = 100/(1 + 1) = 50 %

Answer

ess = 50 %
10.Steady-state error & PID control

Answer: K = 1.389

P, PI and PID control: the controller C(s) = Kp + Ki/s + Kd·s acts on the error. A proportional gain makes the loop faster and reduces the error of a type-0 plant, but never removes it. The integral term adds a pole at s = 0: the system type rises by one, and a step is followed without error. The derivative term adds damping. To choose gains, write the closed-loop characteristic polynomial and compare it with s² + 2ζωns + ωn². Then %OS = 100·e−ζπ/√(1−ζ²), tp = π/ωd with ωd = ωn√(1 − ζ²), and ts ≈ 4/(ζωn).

Characteristic polynomial

s(s + 2) + 2K = s² + 2s + 2K

Natural frequency

2·0.6·ωₙ = 2 → ωₙ = 1.667 rad/s

Gain

2K = ωₙ² = 2.778 → K = 1.389

Answer

K = 1.389
11.Step response

Answer: %OS = 9.478 %

Step response: a first-order system G(s) = K/(τs + 1) answers a step of size U with y(t) = K·U·(1 − e−t/τ): it reaches 63.2 % of the final value K·U after one time constant τ and 98 % after 4τ. A second-order system G(s) = K·ωₙ²/(s² + 2ζωₙs + ωₙ²) has the poles s = −ζωₙ ± jωd with ωd = ωₙ√(1 − ζ²). For 0 < ζ < 1 the step response overshoots: percent overshoot %OS = 100·e−ζπ/√(1−ζ²), peak time tp = π/ωd, and the 2 % settling time ts ≈ 4/(ζωₙ). Compare the denominator with s² + 2ζωₙs + ωₙ² to read off ωₙ and ζ. For a mass–spring–damper ωₙ = √(k/m) and ζ = c/(2√(km)); for a series RLC circuit ωₙ = 1/√(LC) and ζ = (R/2)·√(C/L).

Compare with the standard form

The denominator must match s² + 2ζωₙs + ωₙ².

ωₙ² = 100 → ωₙ = 10 rad/s
2ζωₙ = 12 → ζ = 12/(2·10) = 0.6

Result

%OS = 100·e−ζπ/√(1−ζ²) = 100·e−2.356 = 9.478 %

Answer

%OS = 9.478 %
12.Step response

Answer: K = 103

Step response: a first-order system G(s) = K/(τs + 1) answers a step of size U with y(t) = K·U·(1 − e−t/τ): it reaches 63.2 % of the final value K·U after one time constant τ and 98 % after 4τ. A second-order system G(s) = K·ωₙ²/(s² + 2ζωₙs + ωₙ²) has the poles s = −ζωₙ ± jωd with ωd = ωₙ√(1 − ζ²). For 0 < ζ < 1 the step response overshoots: percent overshoot %OS = 100·e−ζπ/√(1−ζ²), peak time tp = π/ωd, and the 2 % settling time ts ≈ 4/(ζωₙ). Compare the denominator with s² + 2ζωₙs + ωₙ² to read off ωₙ and ζ. For a mass–spring–damper ωₙ = √(k/m) and ζ = c/(2√(km)); for a series RLC circuit ωₙ = 1/√(LC) and ζ = (R/2)·√(C/L).

Closed-loop transfer function

T(s) = K/(s² + 12s + K)

Damping ratio from the overshoot

ζ = −ln(0.1)/√(π² + ln²(0.1)) = 0.5912

Gain

ωₙ = 12/(2ζ) = 10.15 rad/s
K = ωₙ² = 103

Answer

K = 103

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