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)12 N·mn0​n = ?

A DC motor (k = 1.2 N·m/A, Ra = 1.5 Ω) runs from 120 V and drives a load torque of 12 N·m. Find its speed n in rpm.

V = 120 Vk = 1.2 N·m/ARa = 1.5 ΩT = 12 N·m
n = rpm
2.DC motorsHard
+−110 VRa​ = 0.2 ΩM+−En = ?T = 24 N·m

A separately excited DC motor (k = 0.8 V·s/rad at full field, Ra = 0.2 Ω, V = 110 V) drives a constant load torque of 24 N·m. The field flux is reduced to 90 % of its full value. Find the new speed n.

V = 110 Vk = 0.8 V·s/radRa = 0.2 ΩT = 24 N·mΦ = 90 %
n = rpm
3.Gears & gear trainsMedium
d1​ = 120 mmd2​ = 300 mm1440 rpmn2​ = ?

A 120 mm pulley at 1440 rpm drives a 300 mm pulley by a belt with 4 % slip. Find the speed n2 of the driven pulley.

n1 = 1440 rpmd1 = 120 mmd2 = 300 mms = 4 %
n2 = rpm
4.Gears & gear trainsHard
d1​ = 160 mmd2​ = 450 mm1500 rpmC = 1200 mmT1​ = 1200 NT2​P = ?

An open belt connects a 160 mm driving pulley at 1500 rpm to a 450 mm pulley; the centres are 1200 mm apart. The coefficient of friction is 0.25 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 = 1500 rpmd2 = 450 mmC = 1200 mmμ = 0.25T1 = 1200 N
P = kW
5.Data acquisition & samplingMedium
Vin​N = ?2.5 V2ᴺ − 10≤ 0.5 mV

An ADC with an input range of 0 to 2.5 V must resolve steps of 0.5 mV or smaller. Find the smallest number of bits N.

VFSR = 2.5 Vresolution = 0.5 mV
N =
6.Data acquisition & samplingHard
124⋮4 ch∿01tc​ = 10 µstset​ = 2.5 µsfs​ = ?

A 4-channel multiplexer feeds one ADC. Each conversion takes 10 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 = 4tc = 10 µstset = 2.5 µs
fs = kHz
7.Wheatstone bridge & strain gaugesMedium
+−5 V100 Ω100 Ω100 Ω100 Ωab+−

A 100 Ω strain gauge is one arm (R₂) of a bridge with four equal 100 Ω arms and an excitation of 5 V. Find the power Pg dissipated in the gauge, in mW. Self-heating limits the excitation.

Vs = 5 VR = 100 Ω
Pg = mW
8.Wheatstone bridge & strain gaugesHard
+−10 V120 Ω120 Ω + ΔR120 Ω120 Ωab+−3.75 mV

A strain gauge (GF = 2) on a member with E = 110 GPa forms a quarter bridge excited with 10 V. The output reads 3.75 mV. Find the axial stress σ in MPa.

Vs = 10 VGF = 2Vo = 3.75 mVE = 110 GPa
σ = MPa
9.Steady-state error & PID controlMedium
R(s)+K = 40.55s + 1C(s)−

A process G(s) = 0.5/(5s + 1) is controlled by a proportional gain K = 4 in a unity-feedback loop. Find the steady-state error ess for a step, as a percentage of the step size.

G(s) = 0.5/(5s + 1)K = 4
ess = %
10.Steady-state error & PID controlHard
R(s)+K = 84s(s + 6)C(s)−

A proportional controller K = 8 drives the plant G(s) = 4/(s(s + 6)) in a unity-feedback loop. Find the peak time tp of the step response.

G(s) = 4/(s(s + 6))K = 8
tp = s
11.Step responseMedium
t (s)y(t)2

A system has the transfer function G(s) = 140/(s² + 7s + 70) and receives a unit step input. The poles are s = σ ± jωd. Find the real part σ.

G(s) = 140/(s² + 7s + 70)
σ =
12.Step responseHard
t (s)y(t)1tp​ = 0.1 s10 %

The step response of a second-order system without zeros shows 10 % overshoot, and the first peak occurs at t = 0.1 s. Find the natural frequency ωn.

%OS = 10 %tp = 0.1 s
ωn = rad/s

3Solutions

1.DC motors

Answer: n = 835.6 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.

Armature current

Ia = T/k = 12/1.2 = 10 A

Back-EMF and speed

E = 120 − 10·1.5 = 105 V
ω = E/k = 87.5 rad/s → n = 835.6 rpm

Answer

n = 835.6 rpm
2.DC motors

Answer: n = 1371 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.

Weakened motor constant

k₂ = 0.9·0.8 = 0.72 V·s/rad

New armature current

Ia = 24/0.72 = 33.33 A

New speed

ω = (110 − 33.33·0.2)/0.72 = 143.5 rad/s → n = 1371 rpm

Answer

n = 1371 rpm

Field weakening is how a DC drive runs above its base speed.

3.Gears & gear trains

Answer: n2 = 553 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

1440·120/300 = 576 rpm

With slip

n2 = 576·0.96 = 553 rpm

Answer

n2 = 553 rpm
4.Gears & gear trains

Answer: P = 7.775 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 = 2.899 rad

Slack-side tension

eμθ = e0.7248 = 2.064, T₂ = 1200/2.064 = 581.3 N

Power

P = (1200 − 581.3)·12.57 = 7.775 kW

Answer

P = 7.775 kW
5.Data acquisition & sampling

Answer: N = 13

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.

Steps needed

2500 mV/0.5 mV = 5000

Bits

log₂(5000) = 12.29
212 = 4096 < 5000 ≤ 213 = 8192
N = 13

Answer

N = 13
6.Data acquisition & sampling

Answer: fs = 20 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 + 2.5 = 12.5 µs

Time per scan

4·12.5 = 50 µs

Sampling rate per channel

fs = 1/50 µs = 20 kHz

Answer

fs = 20 kHz
7.Wheatstone bridge & strain gauges

Answer: Pg = 62.5 mW

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.

Voltage across the gauge

V = 5/2 = 2.5 V

Power

Pg = 2.5²/100 = 62.5 mW

Answer

Pg = 62.5 mW
8.Wheatstone bridge & strain gauges

Answer: σ = 82.5 MPa

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.

Strain

ε = 4·0.00375/(10·2) = 0.00075

Stress

σ = 110·10³ MPa·0.00075 = 82.5 MPa

Answer

σ = 82.5 MPa
9.Steady-state error & PID control

Answer: ess = 33.33 %

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 = 4·0.5 = 2

Step error

ess = 100/(1 + 2) = 33.33 %

Answer

ess = 33.33 %
10.Steady-state error & PID control

Answer: tp = 0.6551 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 + 6) + 8·4 = s² + 6s + 32

ωₙ and ζ

ωₙ = √32 = 5.657 rad/s
ζ = 6/(2·5.657) = 0.5303

Peak time

ωd = 5.657·√(1 − 0.5303²) = 4.796 rad/s
tp = π/4.796 = 0.6551 s

Answer

tp = 0.6551 s
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 = 70 → ωₙ = 8.367 rad/s
2ζωₙ = 7 → ζ = 7/(2·8.367) = 0.4183

Result

σ = −ζωₙ = −7/2 = −3.5

Answer

σ = −3.5
12.Step response

Answer: ωn = 38.95 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(0.1)/√(π² + ln²(0.1)) = 2.303/√(9.87 + 5.302) = 0.5912

Natural frequency

ωd = π/tp = π/0.1 = 31.42 rad/s
ωₙ = ωd/√(1 − ζ²) = 31.42/0.8066 = 38.95 rad/s

Answer

ωn = 38.95 rad/s

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