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)n0​ = ?

A DC motor with k = 0.6 V·s/rad runs from 48 V. Neglecting all losses at no load, find its no-load speed n0 in rpm.

V = 48 Vk = 0.6 V·s/rad
n0 = rpm
2.DC motorsHard
+−48 VRa​ = 0.8 ΩM+−En = ?T = 1.2 N·m

A separately excited DC motor (k = 0.3 V·s/rad at full field, Ra = 0.8 Ω, V = 48 V) drives a constant load torque of 1.2 N·m. The field flux is reduced to 85 % of its full value. Find the new speed n.

V = 48 Vk = 0.3 V·s/radRa = 0.8 ΩT = 1.2 N·mΦ = 85 %
n = rpm
3.Gears & gear trainsMedium
N1​ = 30, m = 2.5 mm

A 15 kW motor running at 1440 rpm drives a pinion with 30 teeth and a module of 2.5 mm. Find the tangential force Ft on the pinion teeth.

P = 15 kWn = 1440 rpmN1 = 30m = 2.5 mm
Ft = N
4.Gears & gear trainsHard
A = 32B = 60C = 48D = 50

In a compound gear train, gear A (32 teeth) on the input shaft turning at 3000 rpm drives gear B (60 teeth). Gear C (48 teeth) is fixed to the same shaft as B and drives gear D (50 teeth) on the output shaft. Find the output speed nout.

nin = 3000 rpmA = 32B = 60C = 48D = 50
nout = rpm
5.Data acquisition & samplingMedium
122 ch∿01N = 1625 kHz? MB

A recorder samples 2 channels at 25 kHz each with a 16-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 2 min recording, in MB (1 MB = 10⁶ bytes).

n = 2fs = 25 kHzN = 16t = 2 min
M = MB
6.Data acquisition & samplingHard
SD0​D1​D2​D3​D4​D5​D6​D7​1/fbaud​16 MHz / (16·D)

A microcontroller with a 16 MHz clock sets its UART baud rate as fclk/(16·D), with D a whole number rounded to the nearest value. The target is 115200 baud. Find the percentage error of the real baud rate (positive when it is too fast).

fclk = 16 MHztarget = 115200 Bd
e = %
7.Wheatstone bridge & strain gaugesMedium
+−10 VR1​ = 500 ΩR2​ = 10 ΩR3​ = 150 ΩR4​ = 50 ΩabGRg​ = 100 Ω

A galvanometer with a resistance of 100 Ω is connected between a and b of the bridge shown (Vs = 10 V). Find the galvanometer current Ig from a to b, in µA.

Vs = 10 VR1 = 500 ΩR2 = 10 ΩR3 = 150 ΩR4 = 50 ΩRg = 100 Ω
Ig = µA
8.Wheatstone bridge & strain gaugesHard
+−V120 Ω120 Ω + ΔR120 Ω120 Ωab+−

A 120 Ω strain gauge with gauge factor 2 is bonded to a steel bar. Under load its resistance rises by 0.06 Ω. Find the strain ε in microstrain (µε).

R = 120 ΩGF = 2ΔR = 0.06 Ω
ε = µε
9.Steady-state error & PID controlMedium
r(t) = 1t+4s(s + 5)C(s)−

A ramp r(t) = 1t is applied to a unity-feedback loop with G(s) = 4/(s(s + 5)). Find the steady-state error ess.

G(s) = 4/(s(s + 5))r(t) = 1t
ess =
10.Steady-state error & PID controlHard
R(s)+25 + Kd​s10s(s + 1)C(s)−

A PD controller C(s) = 25 + Kd·s drives the plant G(s) = 10/(s(s + 1)) in a unity-feedback loop. Find the derivative gain Kd that gives the closed loop a damping ratio ζ = 0.707.

G(s) = 10/(s(s + 1))Kp = 25ζ = 0.707
Kd = s
11.Step responseMedium
t (s)y(t)0.5

A system has the transfer function G(s) = 26.5/(s² + 7s + 53) and receives a unit step input. Find the damping ratio ζ.

G(s) = 26.5/(s² + 7s + 53)
ζ =
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 2 % overshoot.

G(s) = K/(s(s + 12))%OS = 2 %
K =

3Solutions

1.DC motors

Answer: n0 = 763.9 rpm

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.

No-load speed

ω₀ = V/k = 48/0.6 = 80 rad/s
n0 = 60·80/(2π) = 763.9 rpm

Answer

n0 = 763.9 rpm
2.DC motors

Answer: n = 1657 rpm

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.

Weakened motor constant

k₂ = 0.85·0.3 = 0.255 V·s/rad

New armature current

Ia = 1.2/0.255 = 4.706 A

New speed

ω = (48 − 4.706·0.8)/0.255 = 173.5 rad/s → n = 1657 rpm

Answer

n = 1657 rpm

Field weakening is how a DC drive runs above its base speed.

3.Gears & gear trains

Answer: Ft = 2653 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·1440/60 = 150.8 rad/s
T = P/ω = 15000/150.8 = 99.47 N·m

Pitch diameter

d = m·N = 2.5·30 = 75 mm

Tangential force

Ft = 2T/d = 2·99.47/0.075 = 2653 N

Answer

Ft = 2653 N
4.Gears & gear trains

Answer: nout = 1536 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 = 3000·32/60 = 1600 rpm = nC

Second stage

nout = 1600·48/50 = 1536 rpm

Answer

nout = 1536 rpm

total ratio = 1.953 : 1

5.Data acquisition & sampling

Answer: M = 12 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

⌈16/8⌉ = 2 B

Byte rate

2·25000·2 = 100000 B/s

Memory

M = 100000·120 = 1.2 × 10⁷ B = 12 MB

Answer

M = 12 MB
6.Data acquisition & sampling

Answer: e = −3.549 %

UART: an asynchronous serial link sends each byte as a frame: one start bit (low), the data bits, an optional parity bit and one or two stop bits (high). The baud rate is the number of bits per second, so one bit lasts Tb = 1/baud and a frame of n bits lasts n/baud. The common 8N1 format has 10 bits per byte. The baud generator divides the clock: baud = fclk/(16·D) with a whole number D, so the real baud rate differs slightly from the target; an error below about 2 % is usually acceptable.

Divider

D = 16·10⁶/(16·115200) = 8.681 → 9

Real baud rate

16·10⁶/(16·9) = 111111 Bd

Error

(111111 − 115200)/115200·100 = −3.549 %

Answer

e = −3.549 %

An error above about 2 % makes the link unreliable: choose another clock or baud rate.

7.Wheatstone bridge & strain gauges

Answer: Ig = −15641 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 = 10·(10/510 − 50/200) = −2.304 V

Thévenin resistance

Rth = R₁∥R₂ + R₃∥R₄ = 47.3 Ω

Galvanometer current

Ig = −2.304/(47.3 + 100) = −15641 µA

Answer

Ig = −15641 µA
8.Wheatstone bridge & strain gauges

Answer: ε = 250 µε

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.

Relative resistance change

ΔR/R = 0.06/120 = 0.0005

Strain

ε = 0.0005/2 = 0.00025 = 250 µε

Answer

ε = 250 µε
9.Steady-state error & PID control

Answer: ess = 1.25

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.

Velocity constant

Kv = lim s·G(s) = 0.8

Ramp error

ess = 1/0.8 = 1.25

Answer

ess = 1.25
10.Steady-state error & PID control

Answer: Kd = 2.136 s

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 + 1) + 10(25 + Kds) = s² + (1 + 10Kd)s + 250

Natural frequency

ωₙ = √250 = 15.81 rad/s

Derivative gain

1 + 10Kd = 2·0.707·15.81 = 22.36
Kd = 2.136 s

Answer

Kd = 2.136 s

The derivative term adds damping without changing ωₙ.

11.Step response

Answer: ζ = 0.4808

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 = 53 → ωₙ = 7.28 rad/s
2ζωₙ = 7 → ζ = 7/(2·7.28) = 0.4808

Result

ζ = 0.4808

Answer

ζ = 0.4808
12.Step response

Answer: K = 59.22

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(0.02)/√(π² + ln²(0.02)) = 0.7797

Gain

ωₙ = 12/(2ζ) = 7.695 rad/s
K = ωₙ² = 59.22

Answer

K = 59.22

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