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
+−VRa​M+−En = 1800 rpmT = ?

A DC motor delivers 2.2 kW of mechanical power at 1800 rpm. Find the shaft torque T.

P = 2.2 kWn = 1800 rpm
T = N·m
2.DC motorsHard
+−48 VRa​ = 1.5 ΩIa​: 4 → 1.6 AM+−En = ?T

A separately excited DC motor on 48 V (Ra = 1.5 Ω) runs at 900 rpm with an armature current of 4 A. The load changes and the current becomes 1.6 A, with the field unchanged. Find the new speed n2.

V = 48 VRa = 1.5 Ωn1 = 900 rpmIa1 = 4 AIa2 = 1.6 A
n2 = rpm
3.Gears & gear trainsMedium
d1​ = 125 mmd2​ = 500 mm1440 rpmT1​ = 1500 NT2​ = 300 NP = ?

A belt runs on a 125 mm driving pulley at 1440 rpm. The tension is 1500 N on the tight side and 300 N on the slack side. Find the power P transmitted, in kW.

d1 = 125 mmn1 = 1440 rpmT1 = 1500 NT2 = 300 N
P = kW
4.Gears & gear trainsHard
d1​ = 160 mmd2​ = 450 mm1450 rpmC = 500 mmθ = ?

An open belt connects a 160 mm pulley and a 450 mm pulley whose centres are 500 mm apart. Find the angle of wrap θ on the smaller pulley, in degrees.

d1 = 160 mmd2 = 450 mmC = 500 mm
θ = °
5.Data acquisition & samplingMedium
128⋮8 ch∿01N = 1025 kHz? MB

A recorder samples 8 channels at 25 kHz each with a 10-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 10 min recording, in MB (1 MB = 10⁶ bytes).

n = 8fs = 25 kHzN = 10t = 10 min
M = MB
6.Data acquisition & samplingHard
SD0​D1​D2​D3​D4​D5​D6​D7​PTb​11·Tb​38400 Bd, 8E1

A 12-bit ADC streams every sample over a UART at 38400 baud, format 8E1 (start bit, 8 data bits, even parity, 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 = 38400 BdN = 128E1
fmax = Hz
7.Wheatstone bridge & strain gaugesMedium
+−3 V150 Ω150 Ω + ΔR150 Ω150 Ωab+−71.43 mV

A bridge with four 150 Ω arms is supplied with 3 V. When the sensor R₂ changes, the output reads Vab = 71.43 mV. Find the exact change ΔR of R₂.

Vs = 3 VR = 150 ΩVab = 71.43 mV
ΔR = Ω
8.Wheatstone bridge & strain gaugesHard
+−V350 Ω350 Ω + ΔR350 Ω350 Ωab+−

A 350 Ω strain gauge with gauge factor 2 is bonded to a steel bar. Under load its resistance rises by 0.525 Ω. Find the strain ε in microstrain (µε).

R = 350 ΩGF = 2ΔR = 0.525 Ω
ε = µε
9.Steady-state error & PID controlMedium
r(t) = 2t+2(s + 4)s(s + 1)(s + 4)C(s)−

A ramp r(t) = 2t is applied to a unity-feedback loop with G(s) = 2(s + 4)/(s(s + 1)(s + 4)). Find the steady-state error ess.

G(s) = 2(s + 4)/(s(s + 1)(s + 4))r(t) = 2t
ess =
10.Steady-state error & PID controlHard
R(s)+K = 505s(s + 5)C(s)−

A proportional controller K = 50 drives the plant G(s) = 5/(s(s + 5)) in a unity-feedback loop. Find the percent overshoot %OS of the step response.

G(s) = 5/(s(s + 5))K = 50
%OS = %
11.Step responseMedium
t (s)y(t)1

A system has the transfer function G(s) = 28/(s² + 7s + 28) and receives a unit step input. The poles are s = σ ± jωd. Find the real part σ.

G(s) = 28/(s² + 7s + 28)
σ =
12.Step responseHard
t (s)y(t)18 %

A second-order system without zeros must have a step response with 8 % overshoot. Find the damping ratio ζ.

%OS = 8 %
ζ =

3Solutions

1.DC motors

Answer: T = 11.67 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.

Speed in rad/s

ω = 2π·1800/60 = 188.5 rad/s

Torque

T = P/ω = 2200/188.5 = 11.67 N·m

Answer

T = 11.67 N·m
2.DC motors

Answer: n2 = 977.1 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.

Back-EMF before and after

E1 = 48 − 4·1.5 = 42 V
E2 = 48 − 1.6·1.5 = 45.6 V

New speed

n2 = 900·45.6/42 = 977.1 rpm

Answer

n2 = 977.1 rpm
3.Gears & gear trains

Answer: P = 11.31 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.

Belt speed

v = 9.425 m/s

Power

P = (1500 − 300)·9.425 = 11310 W = 11.31 kW

Answer

P = 11.31 kW
4.Gears & gear trains

Answer: θ = 146.3 °

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.

Belt angle

asin(0.29) = 16.86°

Angle of wrap

θ = 180 − 2·16.86 = 146.3°

Answer

θ = 146.3°
5.Data acquisition & sampling

Answer: M = 240 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

⌈10/8⌉ = 2 B

Byte rate

8·25000·2 = 400000 B/s

Memory

M = 400000·600 = 2.4 × 10⁸ B = 240 MB

Answer

M = 240 MB
6.Data acquisition & sampling

Answer: fmax = 872.7 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

2·11 = 22 bit

Highest sampling rate

fs,max = 38400/22 = 1745 Hz

Nyquist limit

fmax = 1745/2 = 872.7 Hz

Answer

fmax = 872.7 Hz
7.Wheatstone bridge & strain gauges

Answer: ΔR = 15 Ω

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.

Node voltage

Va = 1.5 + 0.07143 = 1.571 V

Solve the divider

R₂ = 150·1.571/(3 − 1.571) = 165 Ω
ΔR = 165 − 150 = 15 Ω

Answer

ΔR = 15 Ω
8.Wheatstone bridge & strain gauges

Answer: ε = 750 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 = 0.525/350 = 0.0015

Strain

ε = 0.0015/2 = 0.00075 = 750 µε

Answer

ε = 750 µε
9.Steady-state error & PID control

Answer: ess = 1

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) = 2

Ramp error

ess = 2/2 = 1

Answer

ess = 1
10.Steady-state error & PID control

Answer: %OS = 60.47 %

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 + 5) + 50·5 = s² + 5s + 250

ωₙ and ζ

ωₙ = √250 = 15.81 rad/s
ζ = 5/(2·15.81) = 0.1581

Overshoot

%OS = 100·e−0.1581π/√(1 − 0.1581²) = 60.47 %

Answer

%OS = 60.47 %
11.Step response

Answer: σ = −3.5

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 = 28 → ωₙ = 5.292 rad/s
2ζωₙ = 7 → ζ = 7/(2·5.292) = 0.6614

Result

σ = −ζωₙ = −7/2 = −3.5

Answer

σ = −3.5
12.Step response

Answer: ζ = 0.6266

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(0.08)/√(π² + ln²(0.08)) = 2.526/√(9.87 + 6.379) = 0.6266

Answer

ζ = 0.6266

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