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 110 V. Neglecting all losses at no load, find its no-load speed n0 in rpm.

V = 110 Vk = 0.8 V·s/rad
n0 = rpm
2.DC motorsHard
+−220 VRs​ = ?Ra​ = 0.25 ΩM+−En = 600 rpmT = 22.5 N·m

A DC motor (k = 0.75 V·s/rad, Ra = 0.25 Ω) on a fixed 220 V supply drives a load of 22.5 N·m. Find the series resistance Rs that slows it down to 600 rpm.

V = 220 Vk = 0.75 V·s/radRa = 0.25 ΩT = 22.5 N·mn = 600 rpm
Rs = Ω
3.Gears & gear trainsMedium
d1​ = 100 mmd2​ = 200 mm720 rpmn2​ = ?

A 100 mm pulley at 720 rpm drives a 200 mm pulley by a belt with 1.5 % slip. Find the speed n2 of the driven pulley.

n1 = 720 rpmd1 = 100 mmd2 = 200 mms = 1.5 %
n2 = rpm
4.Gears & gear trainsHard
d1​ = 160 mmd2​ = 400 mm2880 rpmC = 1000 mmT1​ = 1200 NT2​P = ?

An open belt connects a 160 mm driving pulley at 2880 rpm to a 400 mm pulley; the centres are 1000 mm apart. The coefficient of friction is 0.35 and the tight-side tension may not exceed 1200 N. Find the largest power P the belt can transmit without slipping, in kW (ignore centrifugal effects).

d1 = 160 mmn1 = 2880 rpmd2 = 400 mmC = 1000 mmμ = 0.35T1 = 1200 N
P = kW
5.Data acquisition & samplingMedium
Vin​N = 810 V2ᴺ − 101 LSB3.69 V?

An 8-bit ADC with an input range of 0 to 10 V truncates: its output code is ⌊Vin/LSB⌋ with 1 LSB = VFSR/2ᴺ. Find the decimal output code D for an input of 3.69 V.

N = 8VFSR = 10 VVin = 3.69 V
D =
6.Data acquisition & samplingHard
128⋮8 ch∿01tc​ = 4 µstset​ = 2.5 µsfs​ = ?

An 8-channel multiplexer feeds one ADC. Each conversion takes 4 µs, and after every channel switch the input needs 2.5 µs to settle. The channels are scanned in turn without pause. Find the sampling rate fs of each channel, in kHz.

n = 8tc = 4 µstset = 2.5 µs
fs = kHz
7.Wheatstone bridge & strain gaugesMedium
+−5 V150 Ω150 Ω + ΔR150 Ω150 Ωab+−141.5 mV

A bridge with four 150 Ω arms is supplied with 5 V. When the sensor R₂ changes, the output reads Vab = 141.5 mV. Find the exact change ΔR of R₂.

Vs = 5 VR = 150 ΩVab = 141.5 mV
ΔR = Ω
8.Wheatstone bridge & strain gaugesHard
+−2.5 V350 Ω − ΔR350 Ω + ΔR350 Ω + ΔR350 Ω − ΔRab+−Vo​ = ?

A bridge with 350 Ω arms is excited with 2.5 V and has four active gauges, two in tension and two in compression (full bridge). The gauge factor is 2 and the strain is 500 µε. Find the bridge output Vo in mV.

Vs = 2.5 VGF = 2ε = 500 µε
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 2t+Ks(s + 5)C(s)−

A unity-feedback loop with G(s) = K/(s(s + 5)) must follow the ramp r(t) = 2t with a steady-state error of 0.01. Find the gain K.

G(s) = K/(s(s + 5))r(t) = 2tess = 0.01
K =
10.Steady-state error & PID controlHard
R(s)+K = 25s(s + 5)C(s)−

A proportional controller K = 2 drives the plant G(s) = 5/(s(s + 5)) in a unity-feedback loop. Find the 2 % settling time ts of the step response, using ts ≈ 4/(ζωₙ).

G(s) = 5/(s(s + 5))K = 2
ts = s
11.Step responseMedium
t (s)y(t)1tp​ = ?

A system has the transfer function G(s) = 93/(s² + 14s + 93) and receives a unit step input. Find the peak time tp of the step response.

G(s) = 93/(s² + 14s + 93)
tp = s
12.Step responseHard
k = 100 N/mc = 22 N·s/mm = 5 kgF = 20 Nx(t)

A mass m = 5 kg hangs on a spring k = 100 N/m with a viscous damper c = 22 N·s/m (m·x″ + c·x′ + k·x = F). At rest in equilibrium, a constant force F = 20 N is suddenly applied. Find the damping ratio ζ.

m = 5 kgk = 100 N/mc = 22 N·s/mF = 20 N
ζ =

3Solutions

1.DC motors

Answer: n0 = 1313 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 = 110/0.8 = 137.5 rad/s
n0 = 60·137.5/(2π) = 1313 rpm

Answer

n0 = 1313 rpm
2.DC motors

Answer: Rs = 5.513 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.

Current and back-EMF

Ia = 22.5/0.75 = 30 A
E = 0.75·62.83 = 47.12 V

Series resistance

Ra + Rs = (220 − 47.12)/30 = 5.763 Ω
Rs = 5.513 Ω

Answer

Rs = 5.513 Ω

The resistor wastes 4961 W; a chopper controls the speed with far less loss.

3.Gears & gear trains

Answer: n2 = 354.6 rpm

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.

Speed without slip

720·100/200 = 360 rpm

With slip

n2 = 360·0.985 = 354.6 rpm

Answer

n2 = 354.6 rpm
4.Gears & gear trains

Answer: P = 18.46 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 = 2.901 rad

Slack-side tension

eμθ = e1.015 = 2.76, T₂ = 1200/2.76 = 434.7 N

Power

P = (1200 − 434.7)·24.13 = 18.46 kW

Answer

P = 18.46 kW
5.Data acquisition & sampling

Answer: D = 94

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.

Step size

1 LSB = 10/28 = 39.06 mV

Code

Vin/LSB = 3690/39.06 = 94.46
code = ⌊94.46⌋ = 94

Answer

D = 94

In binary that is 01011110.

6.Data acquisition & sampling

Answer: fs = 19.23 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

4 + 2.5 = 6.5 µs

Time per scan

8·6.5 = 52 µs

Sampling rate per channel

fs = 1/52 µs = 19.23 kHz

Answer

fs = 19.23 kHz
7.Wheatstone bridge & strain gauges

Answer: ΔR = 18 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 = 2.5 + 0.1415 = 2.642 V

Solve the divider

R₂ = 150·2.642/(5 − 2.642) = 168 Ω
ΔR = 168 − 150 = 18 Ω

Answer

ΔR = 18 Ω
8.Wheatstone bridge & strain gauges

Answer: Vo = 2.5 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 = 2·500·10⁻⁶ = 0.001

Bridge output

Vo = Vs·GF·ε = 2.5·0.001 = 2.5 mV

Answer

Vo = 2.5 mV
9.Steady-state error & PID control

Answer: K = 1000

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.

Required velocity constant

Kv = A/ess = 2/0.01 = 200

Gain

K = 5·Kv = 1000

Answer

K = 1000

A large gain makes this loop very lightly damped: ζ = 0.07906. That conflict is why compensators are used.

10.Steady-state error & PID control

Answer: ts = 1.6 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 + 5) + 2·5 = s² + 5s + 10

ωₙ and ζ

ωₙ = √10 = 3.162 rad/s
ζ = 5/(2·3.162) = 0.7906

Settling time

ζωₙ = 5/2 = 2.5
ts ≈ 4/2.5 = 1.6 s

Answer

ts = 1.6 s

The settling time does not depend on K here: raising K only makes the response oscillate faster.

11.Step response

Answer: tp = 0.4736 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 = 93 → ωₙ = 9.644 rad/s
2ζωₙ = 14 → ζ = 14/(2·9.644) = 0.7259

Result

ωd = 9.644·√(1 − 0.7259²) = 6.633 rad/s → tp = π/ωd = 0.4736 s

Answer

tp = 0.4736 s
12.Step response

Answer: ζ = 0.4919

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).

Natural frequency and damping ratio

ωₙ = √(k/m) = √(100/5) = 4.472 rad/s
ζ = c/(2√(km)) = 22/(2·√(100·5)) = 0.4919

Result

ζ = 0.4919

Answer

ζ = 0.4919

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