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 = 0.4 V·s/rad runs from 110 V. Neglecting all losses at no load, find its no-load speed n0 in rpm.

V = 110 Vk = 0.4 V·s/rad
n0 = rpm
2.DC motorsHard
+−240 VRa​ = 1 ΩIa​: 8 → 4.8 AM+−En = ?T

A separately excited DC motor on 240 V (Ra = 1 Ω) runs at 900 rpm with an armature current of 8 A. The load changes and the current becomes 4.8 A, with the field unchanged. Find the new speed n2.

V = 240 VRa = 1 Ωn1 = 900 rpmIa1 = 8 AIa2 = 4.8 A
n2 = rpm
3.Gears & gear trainsMedium
d1​ = 80 mmd2​ = 300 mm960 rpmn2​ = ?

An 80 mm pulley at 960 rpm drives a 300 mm pulley by a belt with 3 % slip. Find the speed n2 of the driven pulley.

n1 = 960 rpmd1 = 80 mmd2 = 300 mms = 3 %
n2 = rpm
4.Gears & gear trainsHard
A = 24B = 48C = 45D = 50

In a compound gear train, gear A (24 teeth) on the input shaft turning at 2900 rpm drives gear B (48 teeth). Gear C (45 teeth) is fixed to the same shaft as B and drives gear D (50 teeth) on the output shaft. Find the output speed nout.

nin = 2900 rpmA = 24B = 48C = 45D = 50
nout = rpm
5.Data acquisition & samplingMedium
∿01N = 145 kHz? MB

A recorder samples one channel at 5 kHz with a 14-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 15 min recording, in MB (1 MB = 10⁶ bytes).

n = 1fs = 5 kHzN = 14t = 15 min
M = MB
6.Data acquisition & samplingHard
T5 mV/°C×10∿01N = 12, 10 V? °C/LSB

A temperature sensor gives 5 mV/°C (0 V at 0 °C). Its signal is amplified 10 times and fed to a 12-bit ADC with a range of 0 to 10 V (1 LSB = VFSR/2ᴺ). Find the temperature change ΔTLSB that corresponds to one LSB.

S = 5 mV/°CG = 10N = 12VFSR = 10 V
ΔTLSB = °C
7.Wheatstone bridge & strain gaugesMedium
+−2 VR1​ = 60 ΩR2​ = 60 ΩR3​ = 300 ΩR4​ = 40 Ωab+−Rth​ = ?

Find the Thévenin resistance Rth of the bridge shown, seen from the output terminals a and b.

Vs = 2 VR1 = 60 ΩR2 = 60 ΩR3 = 300 ΩR4 = 40 Ω
Rth = Ω
8.Wheatstone bridge & strain gaugesHard
+−10 V1000 Ω1000 Ω + ΔR1000 Ω1000 Ωab+−Vo​

A quarter bridge (one active gauge, GF = 2) is excited with 10 V. The largest strain to be measured is 800 µε, and it must give 5 V at the input of an analogue-to-digital converter. Find the amplifier gain G.

Vs = 10 VGF = 2εmax = 800 µεVFS = 5 V
G =
9.Steady-state error & PID controlMedium
r(t) = 10 + 1t+2(s + 4)s(s + 1)(s + 5)C(s)−

The input r(t) = 10 + 1t (a step plus a ramp) is applied to a unity-feedback loop with G(s) = 2(s + 4)/(s(s + 1)(s + 5)). Find the steady-state error ess.

G(s) = 2(s + 4)/(s(s + 1)(s + 5))r(t) = 10 + 1t
ess =
10.Steady-state error & PID controlHard
R(s)+Kp​ + Ki​/s4s + 4C(s)−

A PI controller C(s) = Kp + Ki/s drives the plant G(s) = 4/(s + 4) in a unity-feedback loop. The closed loop must have ωₙ = 4 rad/s and ζ = 1. Find the integral gain Ki.

G(s) = 4/(s + 4)ωₙ = 4 rad/sζ = 1
Ki =
11.Step responseMedium
t (s)y(t)0.5

A system has the transfer function G(s) = 18.5/(s² + 6s + 37) and receives a unit step input. Find the damping ratio ζ.

G(s) = 18.5/(s² + 6s + 37)
ζ =
12.Step responseHard
R(s)+Ks(s + 8)G(s)C(s)−

A unity negative feedback loop has G(s) = K/(s(s + 8)). Find the gain K that gives a step response with 25 % overshoot.

G(s) = K/(s(s + 8))%OS = 25 %
K =

3Solutions

1.DC motors

Answer: n0 = 2626 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 = 110/0.4 = 275 rad/s
n0 = 60·275/(2π) = 2626 rpm

Answer

n0 = 2626 rpm
2.DC motors

Answer: n2 = 912.4 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 = 240 − 8·1 = 232 V
E2 = 240 − 4.8·1 = 235.2 V

New speed

n2 = 900·235.2/232 = 912.4 rpm

Answer

n2 = 912.4 rpm
3.Gears & gear trains

Answer: n2 = 248.3 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

960·80/300 = 256 rpm

With slip

n2 = 256·0.97 = 248.3 rpm

Answer

n2 = 248.3 rpm
4.Gears & gear trains

Answer: nout = 1305 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 = 2900·24/48 = 1450 rpm = nC

Second stage

nout = 1450·45/50 = 1305 rpm

Answer

nout = 1305 rpm

total ratio = 2.222 : 1

5.Data acquisition & sampling

Answer: M = 9 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

⌈14/8⌉ = 2 B

Byte rate

1·5000·2 = 10000 B/s

Memory

M = 10000·900 = 9 × 10⁶ B = 9 MB

Answer

M = 9 MB
6.Data acquisition & sampling

Answer: ΔTLSB = 0.04883 °C

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 = 10000/4096 = 2.441 mV

Sensitivity at the ADC

5·10 = 50 mV/°C

Temperature resolution

ΔTLSB = 2.441/50 = 0.04883 °C

Answer

ΔTLSB = 0.04883 °C

The ADC reaches full scale at 200 °C.

7.Wheatstone bridge & strain gauges

Answer: Rth = 65.29 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.

Supply shorted

R₁∥R₂ = 60·60/120 = 30 Ω
R₃∥R₄ = 300·40/340 = 35.29 Ω

Thévenin resistance

Rth = 65.29 Ω

Answer

Rth = 65.29 Ω
8.Wheatstone bridge & strain gauges

Answer: G = 1250

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.

Bridge output at full scale

Vo = 4 mV

Gain

G = 5/0.004 = 1250

Answer

G = 1250
9.Steady-state error & PID control

Answer: ess = 0.625

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) = 1.6

Step part

Kp = ∞ → estep = 0

Ramp error

ess = 1/1.6 = 0.625

Answer

ess = 0.625
10.Steady-state error & PID control

Answer: Ki = 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

1 + C(s)G(s) = 0, multiplied by s(s + 4).

s² + (4 + 4Kp)s + 4Ki

Target polynomial

s² + 2·1·4s + 4² = s² + 8s + 16

Match the coefficients

4Ki = 16 → Ki = 4

Answer

Ki = 4

The integral term makes the loop type 1, so a step is followed without steady-state error.

11.Step response

Answer: ζ = 0.4932

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 = 37 → ωₙ = 6.083 rad/s
2ζωₙ = 6 → ζ = 6/(2·6.083) = 0.4932

Result

ζ = 0.4932

Answer

ζ = 0.4932
12.Step response

Answer: K = 98.17

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 + 8s + K)

Damping ratio from the overshoot

ζ = −ln(0.25)/√(π² + ln²(0.25)) = 0.4037

Gain

ωₙ = 8/(2ζ) = 9.908 rad/s
K = ωₙ² = 98.17

Answer

K = 98.17

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