Mechatronic Systems: cram pack

Formula sheets, the key method steps for every topic and 12 practice problems, with full solutions at the back.

New problemsBack to the course

In the print window, choose “Save as PDF” to keep a copy on your device.

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)10 N·mn0​nFL​

A DC motor (k = 1 V·s/rad, Ra = 1.5 Ω) runs from 220 V. At full load it draws 10 A. Neglecting the no-load current, find its speed regulation SR = (n₀ − nFL)/nFL in percent.

V = 220 Vk = 1 V·s/radRa = 1.5 ΩIFL = 10 A
SR = %
2.DC motorsHard
+−120 VRa​ = 2 ΩIa​: 6 → 3 AM+−En = ?T

A separately excited DC motor on 120 V (Ra = 2 Ω) runs at 1500 rpm with an armature current of 6 A. The load changes and the current becomes 3 A, with the field unchanged. Find the new speed n2.

V = 120 VRa = 2 Ωn1 = 1500 rpmIa1 = 6 AIa2 = 3 A
n2 = rpm
3.Gears & gear trainsMedium
N1​ = 48N2​ = 60

A 3 kW motor running at 2900 rpm drives a pinion with 48 teeth, which meshes with a gear with 60 teeth. The gear pair has an efficiency of 95%. Find the torque T1 on the motor shaft.

P = 3 kWn1 = 2900 rpmN1 = 48N2 = 60η = 95%
T1 = N·m
4.Gears & gear trainsHard
A = 20B = 24C = 60D = 80

In a compound gear train, gear A (20 teeth) on the input shaft turning at 1440 rpm drives gear B (24 teeth). Gear C (60 teeth) is fixed to the same shaft as B and drives gear D (80 teeth) on the output shaft. Find the output speed nout.

nin = 1440 rpmA = 20B = 24C = 60D = 80
nout = rpm
5.Data acquisition & samplingMedium
∿01N = 122 kHz? MB

A recorder samples one channel at 2 kHz 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 = 1fs = 2 kHzN = 12t = 1 min
M = MB
6.Data acquisition & samplingHard
Vin​N = ?VFSR​2ᴺ − 101 LSB

An audio measurement needs an ideal signal-to-quantisation-noise ratio of at least 40 dB for a full-scale sine wave. Find the smallest number of ADC bits N.

SQNR ≥ 40 dB
N =
7.Wheatstone bridge & strain gaugesMedium
+−3 V120 Ω120 Ω + ΔR120 Ω120 Ωab+−Vab​ = ?

A bridge has four 120 Ω arms and Vs = 3 V. The sensor R₂ increases by ΔR = 0.12 Ω. Using the small-change approximation, find the output Vab in mV.

Vs = 3 VR = 120 ΩΔR = 0.12 Ω
Vab = mV
8.Wheatstone bridge & strain gaugesHard
+−12 V120 Ω − ΔR120 Ω + ΔR120 Ω + ΔR120 Ω − ΔRab+−Vo​ = ?

A load cell (a full bridge of strain gauges) has a rated output of 3 mV/V at its rated load of 200 kg. It is excited with 12 V. Find its output Vo under a load of 150 kg.

3 mV/VFrated = 200 kgVs = 12 VF = 150 kg
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 2t+Ks(s + 2)C(s)−

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

G(s) = K/(s(s + 2))r(t) = 2tess = 0.01
K =
10.Steady-state error & PID controlHard
R(s)+8 + Kd​s1s(s + 1)C(s)−

A PD controller C(s) = 8 + Kd·s drives the plant G(s) = 1/(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) = 1/(s(s + 1))Kp = 8ζ = 0.707
Kd = s
11.Step responseMedium
t (s)y(t)0.5ts​ = ?

A system has the transfer function G(s) = 21/(s² + 10s + 42) and receives a unit step input. Find the 2 % settling time ts of the step response, using ts ≈ 4/(ζωₙ).

G(s) = 21/(s² + 10s + 42)
ts = s
12.Step responseHard
R(s)+Ks(s + 16)G(s)C(s)−

A unity negative feedback loop has G(s) = K/(s(s + 16)). Find the gain K that gives a step response with 15 % overshoot.

G(s) = K/(s(s + 16))%OS = 15 %
K =

3Solutions

1.DC motors

Answer: SR = 7.317 %

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 and full-load speed

n₀ = 60·220/(2π·1) = 2101 rpm
nFL = 60·(220 − 10·1.5)/(2π·1) = 1958 rpm

Speed regulation

SR = (2101 − 1958)/1958·100 = 7.317 %

Answer

SR = 7.317 %
2.DC motors

Answer: n2 = 1583 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 = 120 − 6·2 = 108 V
E2 = 120 − 3·2 = 114 V

New speed

n2 = 1500·114/108 = 1583 rpm

Answer

n2 = 1583 rpm
3.Gears & gear trains

Answer: T1 = 9.879 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·2900/60 = 303.7 rad/s
T1 = P/ω₁ = 3000/303.7 = 9.879 N·m

Answer

T1 = 9.879 N·m
4.Gears & gear trains

Answer: nout = 900 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 = 1440·20/24 = 1200 rpm = nC

Second stage

nout = 1200·60/80 = 900 rpm

Answer

nout = 900 rpm

total ratio = 1.6 : 1

5.Data acquisition & sampling

Answer: M = 0.24 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

1·2000·2 = 4000 B/s

Memory

M = 4000·60 = 240000 B = 0.24 MB

Answer

M = 0.24 MB
6.Data acquisition & sampling

Answer: N = 7

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.

Solve for N

N ≥ (40 − 1.76)/6.02 = 6.352

Round up

N = 7
check: 6.02·7 + 1.76 = 43.9 dB ≥ 40 dB

Answer

N = 7
7.Wheatstone bridge & strain gauges

Answer: Vab = 0.75 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 = 0.12/120 = 0.001

Linearised output

Vab ≈ 3·0.001/4 = 0.75 mV

Answer

Vab = 0.75 mV

The exact value is 0.7496 mV; the approximation is good while ΔR/R is small.

8.Wheatstone bridge & strain gauges

Answer: Vo = 27 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

3·12 = 36 mV

Output at this load

Vo = 36·150/200 = 27 mV

Answer

Vo = 27 mV
9.Steady-state error & PID control

Answer: K = 400

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 = 2·Kv = 400

Answer

K = 400

A large gain makes this loop very lightly damped: ζ = 0.05. That conflict is why compensators are used.

10.Steady-state error & PID control

Answer: Kd = 2.999 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) + 1(8 + Kds) = s² + (1 + 1Kd)s + 8

Natural frequency

ωₙ = √8 = 2.828 rad/s

Derivative gain

1 + 1Kd = 2·0.707·2.828 = 3.999
Kd = 2.999 s

Answer

Kd = 2.999 s

The derivative term adds damping without changing ωₙ.

11.Step response

Answer: ts = 0.8 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 = 42 → ωₙ = 6.481 rad/s
2ζωₙ = 10 → ζ = 10/(2·6.481) = 0.7715

Result

ζωₙ = 5 → ts ≈ 4/5 = 0.8 s

Answer

ts = 0.8 s
12.Step response

Answer: K = 239.5

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).

Closed-loop transfer function

T(s) = K/(s² + 16s + K)

Damping ratio from the overshoot

ζ = −ln(0.15)/√(π² + ln²(0.15)) = 0.5169

Gain

ωₙ = 16/(2ζ) = 15.48 rad/s
K = ωₙ² = 239.5

Answer

K = 239.5

ExamProblems · examproblems.com/courses/mechatronic-systems