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 = 0.8 V·s/rad runs from 240 V. Neglecting all losses at no load, find its no-load speed n0 in rpm.

V = 240 Vk = 0.8 V·s/rad
n0 = rpm
2.DC motorsHard
+−110 VRst​ = ?Ra​ = 1.2 Ω80 AM+−E = 0n = 0T

A 110 V DC motor has an armature resistance of 1.2 Ω. Find the series starting resistance Rst that limits the starting current to 80 A.

V = 110 VRa = 1.2 ΩImax = 80 A
Rst = Ω
3.Gears & gear trainsMedium
d1​ = 200 mmd2​ = 315 mm960 rpmT1​ = 400 NT2​ = 100 NP = ?

A belt runs on a 200 mm driving pulley at 960 rpm. The tension is 400 N on the tight side and 100 N on the slack side. Find the power P transmitted, in kW.

d1 = 200 mmn1 = 960 rpmT1 = 400 NT2 = 100 N
P = kW
4.Gears & gear trainsHard
A = 18B = 30C = 12D = ?

In a compound gear train, gear A (18 teeth) on the input shaft turns at 960 rpm and drives gear B (30 teeth). Gear C (12 teeth) is fixed to the same shaft as B and drives gear D on the output shaft. The output must turn at 153.6 rpm. How many teeth ND must gear D have?

nin = 960 rpmA = 18B = 30C = 12nout = 153.6 rpm
ND =
5.Data acquisition & samplingMedium
124⋮4 ch∿01N = 1210 kHz? MB

A recorder samples 4 channels at 10 kHz each with a 12-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 1 min recording, in MB (1 MB = 10⁶ bytes).

n = 4fs = 10 kHzN = 12t = 1 min
M = MB
6.Data acquisition & samplingHard
1216⋮16 ch∿01tc​ = 10 µstset​ = 1 µsfs​ = ?

A 16-channel multiplexer feeds one ADC. Each conversion takes 10 µs, and after every channel switch the input needs 1 µs to settle. The channels are scanned in turn without pause. Find the sampling rate fs of each channel, in kHz.

n = 16tc = 10 µstset = 1 µs
fs = kHz
7.Wheatstone bridge & strain gaugesMedium
+−9 VR1​ = 40 ΩR2​ = 100 ΩR3​ = 600 ΩR4​ = 150 ΩabGRg​ = 50 Ω

A galvanometer with a resistance of 50 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 = 100 ΩR3 = 600 ΩR4 = 150 ΩRg = 50 Ω
Ig = µA
8.Wheatstone bridge & strain gaugesHard
+−3 V120 Ω − ΔR120 Ω + ΔR120 Ω120 Ωab+−Vo​ = ?

A bridge with 120 Ω arms is excited with 3 V and has two active gauges in adjacent arms, one in tension and one in compression (half bridge). The gauge factor is 2.05 and the strain is 200 µε. Find the bridge output Vo in mV.

Vs = 3 VGF = 2.05ε = 200 µε
Vo = mV
9.Steady-state error & PID controlMedium
R(s)+K = 912s + 1C(s)−

A process G(s) = 1/(2s + 1) is controlled by a proportional gain K = 9 in a unity-feedback loop. Find the steady-state error ess for a step, as a percentage of the step size.

G(s) = 1/(2s + 1)K = 9
ess = %
10.Steady-state error & PID controlHard
R(s)+5 + Kd​s4s(s + 3)C(s)−

A PD controller C(s) = 5 + Kd·s drives the plant G(s) = 4/(s(s + 3)) in a unity-feedback loop. Find the derivative gain Kd that gives the closed loop a damping ratio ζ = 0.6.

G(s) = 4/(s(s + 3))Kp = 5ζ = 0.6
Kd = s
11.Step responseMedium
t (s)y(t)1tp​ = ?

A system has the transfer function G(s) = 36/(s² + 9s + 36) and receives a unit step input. Find the peak time tp of the step response.

G(s) = 36/(s² + 9s + 36)
tp = s
12.Step responseHard
t (s)y(t)1tp​ = 0.5 s8 %

The step response of a second-order system without zeros shows 8 % overshoot, and the first peak occurs at t = 0.5 s. Find the natural frequency ωn.

%OS = 8 %tp = 0.5 s
ωn = rad/s

3Solutions

1.DC motors

Answer: n0 = 2865 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 = 240/0.8 = 300 rad/s
n0 = 60·300/(2π) = 2865 rpm

Answer

n0 = 2865 rpm
2.DC motors

Answer: Rst = 0.175 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 = 110/80 = 1.375 Ω

Starting resistor

Rst = 1.375 − 1.2 = 0.175 Ω

Answer

Rst = 0.175 Ω

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

3.Gears & gear trains

Answer: P = 3.016 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 = 10.05 m/s

Power

P = (400 − 100)·10.05 = 3016 W = 3.016 kW

Answer

P = 3.016 kW
4.Gears & gear trains

Answer: ND = 45

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.

Intermediate shaft speed

nB = nC = 960·18/30 = 576 rpm

Teeth on gear D

ND = C·nC/nout = 12·576/153.6 = 45

Answer

ND = 45
5.Data acquisition & sampling

Answer: M = 4.8 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

4·10000·2 = 80000 B/s

Memory

M = 80000·60 = 4.8 × 10⁶ B = 4.8 MB

Answer

M = 4.8 MB
6.Data acquisition & sampling

Answer: fs = 5.682 kHz

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).

Time per channel

10 + 1 = 11 µs

Time per scan

16·11 = 176 µs

Sampling rate per channel

fs = 1/176 µs = 5.682 kHz

Answer

fs = 5.682 kHz
7.Wheatstone bridge & strain gauges

Answer: Ig = 23309 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·(100/140 − 150/750) = 4.629 V

Thévenin resistance

Rth = R₁∥R₂ + R₃∥R₄ = 148.6 Ω

Galvanometer current

Ig = 4.629/(148.6 + 50) = 23309 µA

Answer

Ig = 23309 µA
8.Wheatstone bridge & strain gauges

Answer: Vo = 0.615 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.

Relative resistance change

ΔR/R = 2.05·200·10⁻⁶ = 0.00041

Bridge output

Vo = Vs·GF·ε/2 = 3·0.00041/2 = 0.615 mV

Answer

Vo = 0.615 mV
9.Steady-state error & PID control

Answer: ess = 10 %

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 = 9·1 = 9

Step error

ess = 100/(1 + 9) = 10 %

Answer

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

Answer: Kd = 0.5916 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 + 3) + 4(5 + Kds) = s² + (3 + 4Kd)s + 20

Natural frequency

ωₙ = √20 = 4.472 rad/s

Derivative gain

3 + 4Kd = 2·0.6·4.472 = 5.367
Kd = 0.5916 s

Answer

Kd = 0.5916 s

The derivative term adds damping without changing ωₙ.

11.Step response

Answer: tp = 0.7916 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 = 36 → ωₙ = 6 rad/s
2ζωₙ = 9 → ζ = 9/(2·6) = 0.75

Result

ωd = 6·√(1 − 0.75²) = 3.969 rad/s → tp = π/ωd = 0.7916 s

Answer

tp = 0.7916 s
12.Step response

Answer: ωn = 8.062 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(0.08)/√(π² + ln²(0.08)) = 2.526/√(9.87 + 6.379) = 0.6266

Natural frequency

ωd = π/tp = π/0.5 = 6.283 rad/s
ωₙ = ωd/√(1 − ζ²) = 6.283/0.7794 = 8.062 rad/s

Answer

ωn = 8.062 rad/s

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