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)12 N·mn0​n = ?

A DC motor (k = 2 N·m/A, Ra = 1.5 Ω) runs from 240 V and drives a load torque of 12 N·m. Find its speed n in rpm.

V = 240 Vk = 2 N·m/ARa = 1.5 ΩT = 12 N·m
n = rpm
2.DC motorsHard
+−110 VD = ?Ra​ = 2 ΩM+−En = 300 rpmT = 3 N·m

A DC chopper feeds a motor (k = 0.75 V·s/rad, Ra = 2 Ω) from a 110 V DC bus. The average armature voltage is D·110 V. Find the duty cycle D that runs the motor at 300 rpm with a load of 3 N·m.

Vdc = 110 Vk = 0.75 V·s/radRa = 2 ΩT = 3 N·mn = 300 rpm
D = %
3.Gears & gear trainsMedium
N1​ = 40N2​ = 72

A 0.75 kW motor running at 1440 rpm drives a pinion with 40 teeth, which meshes with a gear with 72 teeth. The gear pair has an efficiency of 96%. Find the output torque T2 on the gear shaft.

P = 0.75 kWn1 = 1440 rpmN1 = 40N2 = 72η = 96%
T2 = N·m
4.Gears & gear trainsHard
d1​ = 120 mmd2​ = 200 mm1450 rpmC = 1000 mmT1​ = 800 NT2​P = ?

An open belt connects a 120 mm driving pulley at 1450 rpm to a 200 mm pulley; the centres are 1000 mm apart. The coefficient of friction is 0.35 and the tight-side tension may not exceed 800 N. Find the largest power P the belt can transmit without slipping, in kW (ignore centrifugal effects).

d1 = 120 mmn1 = 1450 rpmd2 = 200 mmC = 1000 mmμ = 0.35T1 = 800 N
P = kW
5.Data acquisition & samplingMedium
Vin​N = 8VFSR​2ᴺ − 101 LSB

Find the ideal signal-to-quantisation-noise ratio SQNR of an 8-bit ADC for a full-scale sine wave.

N = 8
SQNR = dB
6.Data acquisition & samplingHard
SD0​D1​D2​D3​D4​D5​D6​D7​Tb​10·Tb​57600 Bd, 8N1

A 10-bit ADC streams every sample over a UART at 57600 baud, format 8N1 (start bit, 8 data bits, 1 stop bit). Each sample is sent as 2 whole byte(s) and the link is busy all the time. Find the highest signal frequency fmax that can be sampled without aliasing, in Hz.

baud = 57600 BdN = 108N1
fmax = Hz
7.Wheatstone bridge & strain gaugesMedium
+−9 V150 Ω150 Ω + ΔR150 Ω150 Ωab+−Vab​ = ?

A bridge has four 150 Ω arms and Vs = 9 V. The sensor R₂ increases by ΔR = 1.5 Ω. Using the small-change approximation, find the output Vab in mV.

Vs = 9 VR = 150 ΩΔR = 1.5 Ω
Vab = mV
8.Wheatstone bridge & strain gaugesHard
+−12 V1000 Ω − ΔR1000 Ω + ΔR1000 Ω + ΔR1000 Ω − ΔRab+−Vo​ = ?

A load cell (a full bridge of strain gauges) has a rated output of 2 mV/V at its rated load of 50 kg. It is excited with 12 V. Find its output Vo under a load of 40 kg.

2 mV/VFrated = 50 kgVs = 12 VF = 40 kg
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 3t+20s(s + 4)(s + 10)C(s)−

A ramp r(t) = 3t is applied to a unity-feedback loop with G(s) = 20/(s(s + 4)(s + 10)). Find the steady-state error ess.

G(s) = 20/(s(s + 4)(s + 10))r(t) = 3t
ess =
10.Steady-state error & PID controlHard
R(s)+Kp​ + Ki​/s4s + 5C(s)−

A PI controller C(s) = Kp + Ki/s drives the plant G(s) = 4/(s + 5) in a unity-feedback loop. The closed loop must have ωₙ = 5 rad/s and ζ = 0.6. Find the proportional gain Kp.

G(s) = 4/(s + 5)ωₙ = 5 rad/sζ = 0.6
Kp =
11.Step responseMedium
t (s)y(t)1tp​ = ?

A system has the transfer function G(s) = 17/(s² + 4s + 17) and receives a unit step input. Find the peak time tp of the step response.

G(s) = 17/(s² + 4s + 17)
tp = s
12.Step responseHard
t (s)y(t)1tp​ = 1 s12 %

The step response of a second-order system without zeros shows 12 % overshoot, and the first peak occurs at t = 1 s. Find the natural frequency ωn.

%OS = 12 %tp = 1 s
ωn = rad/s

3Solutions

1.DC motors

Answer: n = 1103 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.

Armature current

Ia = T/k = 12/2 = 6 A

Back-EMF and speed

E = 240 − 6·1.5 = 231 V
ω = E/k = 115.5 rad/s → n = 1103 rpm

Answer

n = 1103 rpm
2.DC motors

Answer: D = 28.69 %

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.

Required armature voltage

Va = 0.75·31.42 + 4·2 = 31.56 V

Duty cycle

D = 31.56/110 = 28.69 %

Answer

D = 28.69 %
3.Gears & gear trains

Answer: T2 = 8.594 N·m

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.

Motor torque

ω₁ = 2π·1440/60 = 150.8 rad/s
T1 = P/ω₁ = 750/150.8 = 4.974 N·m

Output torque

T2 = 4.974·72/40·0.96 = 8.594 N·m

Answer

T2 = 8.594 N·m
4.Gears & gear trains

Answer: P = 4.792 kW

Belt drives: without slip, both pulleys have the same rim speed v = π·d·n/60, so n₁·d₁ = n₂·d₂ and the speed ratio is d₂/d₁. Slip s makes the driven pulley a little slower: n₂ = n₁·(d₁/d₂)·(1 − s). The power transmitted is P = (T₁ − T₂)·v, with T₁ the tension on the tight side and T₂ on the slack side. Friction limits the ratio of the tensions: T₁/T₂ = eμθ, where θ is the angle of wrap in radians on the smaller pulley; for an open belt θ = π − 2·asin((d₂ − d₁)/(2C)) with centre distance C.

Angle of wrap

θ = 3.062 rad

Slack-side tension

eμθ = e1.072 = 2.92, T₂ = 800/2.92 = 274 N

Power

P = (800 − 274)·9.111 = 4.792 kW

Answer

P = 4.792 kW
5.Data acquisition & sampling

Answer: SQNR = 49.92 dB

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.

Ideal SQNR

SQNR = 6.02·8 + 1.76 = 49.92 dB

Answer

SQNR = 49.92 dB
6.Data acquisition & sampling

Answer: fmax = 1440 Hz

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.

Bits per sample on the line

2·10 = 20 bit

Highest sampling rate

fs,max = 57600/20 = 2880 Hz

Nyquist limit

fmax = 2880/2 = 1440 Hz

Answer

fmax = 1440 Hz
7.Wheatstone bridge & strain gauges

Answer: Vab = 22.5 mV

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.

Relative change

ΔR/R = 1.5/150 = 0.01

Linearised output

Vab ≈ 9·0.01/4 = 22.5 mV

Answer

Vab = 22.5 mV

The exact value is 22.39 mV; the approximation is good while ΔR/R is small.

8.Wheatstone bridge & strain gauges

Answer: Vo = 19.2 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

2·12 = 24 mV

Output at this load

Vo = 24·40/50 = 19.2 mV

Answer

Vo = 19.2 mV
9.Steady-state error & PID control

Answer: ess = 6

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) = 0.5

Ramp error

ess = 3/0.5 = 6

Answer

ess = 6
10.Steady-state error & PID control

Answer: Kp = 0.25

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

1 + C(s)G(s) = 0, multiplied by s(s + 5).

s² + (5 + 4Kp)s + 4Ki

Target polynomial

s² + 2·0.6·5s + 5² = s² + 6s + 25

Match the coefficients

5 + 4Kp = 6 → Kp = 0.25

Answer

Kp = 0.25

The integral term makes the loop type 1, so a step is followed without steady-state error.

11.Step response

Answer: tp = 0.8713 s

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 = 17 → ωₙ = 4.123 rad/s
2ζωₙ = 4 → ζ = 4/(2·4.123) = 0.4851

Result

ωd = 4.123·√(1 − 0.4851²) = 3.606 rad/s → tp = π/ωd = 0.8713 s

Answer

tp = 0.8713 s
12.Step response

Answer: ωn = 3.79 rad/s

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).

Damping ratio

ζ = −ln(0.12)/√(π² + ln²(0.12)) = 2.12/√(9.87 + 4.496) = 0.5594

Natural frequency

ωd = π/tp = π/1 = 3.142 rad/s
ωₙ = ωd/√(1 − ζ²) = 3.142/0.8289 = 3.79 rad/s

Answer

ωn = 3.79 rad/s

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