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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
Draw the armature circuit: supply V, resistance Ra and the back-EMF E in series.
Use V = E + Ia·Ra to link voltage, current and back-EMF.
Use E = k·ω for speed and T = k·Ia for torque, with ω = 2π·n/60.
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
Write down what is given: sampling rate, signal frequencies, number of bits, input range, baud rate.
For sampling questions, compare each frequency with fs/2; a higher frequency appears at fa = |f − k·fs| with the nearest multiple of fs.
For resolution questions, find 1 LSB = VFSR/2ᴺ, or the smallest N with 2ᴺ ≥ span/resolution.
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
Treat the bridge as two voltage dividers across the same supply.
For balance, set R₁/R₂ = R₃/R₄ and solve for the unknown resistor.
For an unbalanced bridge, find Va and Vb from the dividers and subtract; use the Thévenin equivalent when a meter loads the output.
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
Count the poles of the open loop C(s)·G(s) at s = 0: that is the system type.
Work out the error constant that matches the input: Kp for a step, Kv for a ramp, Ka for a parabola.
Apply ess = A/(1 + Kp), A/Kv or A/Ka, or solve it for the gain you need.
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
A DC motor draws 25 A from a 240 V supply. Its armature resistance is 1 Ω and its rotational (friction, windage and iron) losses are 323 W. Find its efficiency η.
V = 240 VIa = 25 ARa = 1 ΩProt = 323 W
η = %
2.DC motorsHard
A small DC motor has an armature resistance of 1.2 Ω and runs from 48 V. Neglecting rotational losses, find the largest mechanical power Pmax it can develop at any speed.
V = 48 VRa = 1.2 Ω
Pmax = W
3.Gears & gear trainsMedium
A worm with 3 start(s) turns at 1440 rpm and drives a worm wheel with 40 teeth. Find the speed nw of the wheel.
z = 3Nw = 40n = 1440 rpm
nw = rpm
4.Gears & gear trainsHard
In a compound gear train, gear A (15 teeth) on the input shaft turns at 2880 rpm and drives gear B (40 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 518.4 rpm. How many teeth ND must gear D have?
nin = 2880 rpmA = 15B = 40C = 12nout = 518.4 rpm
ND =
5.Data acquisition & samplingMedium
A recorder samples one channel at 20 kHz 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 = 1fs = 20 kHzN = 10t = 10 min
M = MB
6.Data acquisition & samplingHard
A microcontroller with a 1 MHz clock sets its UART baud rate as fclk/(16·D), with D a whole number rounded to the nearest value. The target is 9600 baud. Find the percentage error of the real baud rate (positive when it is too fast).
fclk = 1 MHztarget = 9600 Bd
e = %
7.Wheatstone bridge & strain gaugesMedium
A bridge has four 300 Ω arms and Vs = 10 V. The sensor R₂ increases by ΔR = 60 Ω. Find the exact output Vab in mV.
Vs = 10 VR = 300 ΩΔR = 60 Ω
Vab = mV
8.Wheatstone bridge & strain gaugesHard
A bridge with 1000 Ω arms is excited with 10 V and has one active gauge (quarter bridge). The gauge factor is 2 and the strain is 200 µε. Find the bridge output Vo in mV.
Vs = 10 VGF = 2ε = 200 µε
Vo = mV
9.Steady-state error & PID controlMedium
A ramp r(t) = 1t is applied to a unity-feedback loop with G(s) = 5/(s(s + 4)(s + 10)). Find the steady-state error ess.
G(s) = 5/(s(s + 4)(s + 10))r(t) = 1t
ess =
10.Steady-state error & PID controlHard
A proportional controller K = 20 drives the plant G(s) = 2/(s(s + 6)) in a unity-feedback loop. Find the percent overshoot %OS of the step response.
G(s) = 2/(s(s + 6))K = 20
%OS = %
11.Step responseMedium
A system has the transfer function G(s) = 38/(s² + 4s + 76) and receives a unit step input. Find the 2 % settling time ts of the step response, using ts ≈ 4/(ζωₙ).
G(s) = 38/(s² + 4s + 76)
ts = s
12.Step responseHard
A mass m = 4 kg hangs on a spring k = 500 N/m with a viscous damper c = 18 N·s/m (m·x″ + c·x′ + k·x = F). At rest in equilibrium, a constant force F = 50 N is suddenly applied. Find the largest displacement xmax in mm.
m = 4 kgk = 500 N/mc = 18 N·s/mF = 50 N
xmax = mm
3Solutions
1.DC motors
Answer: η = 84.2 %
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.
Powers
Pin = 240·25 = 6000 W
Pdev = 215·25 = 5375 W
Pout = 5375 − 323 = 5052 W
Efficiency
η = 5052/6000·100 = 84.2 %
Answer
η = 84.2 %
2.DC motors
Answer: Pmax = 480 W
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.
Power as a function of the back-EMF
P(E) = E·(V − E)/Ra
dP/dE = 0 → E = V/2 = 24 V
Maximum power
Pmax = (V/2)²/Ra = V²/(4Ra) = 48²/(4·1.2) = 480 W
Answer
Pmax = 480 W
At this point the efficiency is only 50 %, so real motors run well above half speed.
3.Gears & gear trains
Answer: nw = 108 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.
Wheel speed
nw = n·z/Nw = 1440·3/40 = 108 rpm
Answer
nw = 108 rpm
4.Gears & gear trains
Answer: ND = 25
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 = 2880·15/40 = 1080 rpm
Teeth on gear D
ND = C·nC/nout = 12·1080/518.4 = 25
Answer
ND = 25
5.Data acquisition & sampling
Answer: M = 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
⌈10/8⌉ = 2 B
Byte rate
1·20000·2 = 40000 B/s
Memory
M = 40000·600 = 2.4 × 10⁷ B = 24 MB
Answer
M = 24 MB
6.Data acquisition & sampling
Answer: e = −6.994 %
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.
Divider
D = 1·10⁶/(16·9600) = 6.51 → 7
Real baud rate
1·10⁶/(16·7) = 8929 Bd
Error
(8929 − 9600)/9600·100 = −6.994 %
Answer
e = −6.994 %
An error above about 2 % makes the link unreliable: choose another clock or baud rate.
7.Wheatstone bridge & strain gauges
Answer: Vab = 454.5 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.
Node voltages
Va = 10·360/660 = 5.455 V
Vb = 5 V
Output
Vab = 454.5 mV
Answer
Vab = 454.5 mV
The linear estimate Vs·ΔR/(4R) = 500 mV is 10 % too high: a quarter bridge is not quite linear.
8.Wheatstone bridge & strain gauges
Answer: Vo = 1 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 = 2·200·10⁻⁶ = 0.0004
Bridge output
Vo ≈ Vs·GF·ε/4 = 10·0.0004/4 = 1 mV
Answer
Vo = 1 mV
9.Steady-state error & PID control
Answer: ess = 8
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) = 0.125
Ramp error
ess = 1/0.125 = 8
Answer
ess = 8
10.Steady-state error & PID control
Answer: %OS = 18.4 %
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 + 6) + 20·2 = s² + 6s + 40
ωₙ and ζ
ωₙ = √40 = 6.325 rad/s
ζ = 6/(2·6.325) = 0.4743
Overshoot
%OS = 100·e−0.4743π/√(1 − 0.4743²) = 18.4 %
Answer
%OS = 18.4 %
11.Step response
Answer: ts = 2 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 = 76 → ωₙ = 8.718 rad/s
2ζωₙ = 4 → ζ = 4/(2·8.718) = 0.2294
Result
ζωₙ = 2 → ts ≈ 4/2 = 2 s
Answer
ts = 2 s
12.Step response
Answer: xmax = 152.4 mm
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).