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
+−110 VRa​ = 1.2 ΩIa​ = 4 AM+−EωT

A DC motor draws 4 A from a 110 V supply. Its armature resistance is 1.2 Ω and its rotational (friction, windage and iron) losses are 34 W. Find its efficiency η.

V = 110 VIa = 4 ARa = 1.2 ΩProt = 34 W
η = %
2.DC motorsHard
+−120 VRs​ = ?Ra​ = 0.8 ΩM+−En = 400 rpmT = 22.5 N·m

A DC motor (k = 1.5 V·s/rad, Ra = 0.8 Ω) on a fixed 120 V supply drives a load of 22.5 N·m. Find the series resistance Rs that slows it down to 400 rpm.

V = 120 Vk = 1.5 V·s/radRa = 0.8 ΩT = 22.5 N·mn = 400 rpm
Rs = Ω
3.Gears & gear trainsMedium
Nw​ = 50z = 1, 1450 rpm

A worm with 1 start(s) turns at 1450 rpm and drives a worm wheel with 50 teeth. Find the speed nw of the wheel.

z = 1Nw = 50n = 1450 rpm
nw = rpm
4.Gears & gear trainsHard
A = 24B = 60C = 20D = 45

In a compound gear train, gear A (24 teeth) on the input shaft turning at 3000 rpm drives gear B (60 teeth). Gear C (20 teeth) is fixed to the same shaft as B and drives gear D (45 teeth) on the output shaft. Find the output speed nout.

nin = 3000 rpmA = 24B = 60C = 20D = 45
nout = rpm
5.Data acquisition & samplingMedium
Vin​N = 1210 V2ᴺ − 11 LSB0.65 V?

A 12-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 0.65 V.

N = 12VFSR = 10 VVin = 0.65 V
D =
6.Data acquisition & samplingHard
SD0​D1​D2​D3​D4​D5​D6​D7​Tb​10·Tb​230400 Bd, 8N1

A 16-bit ADC streams every sample over a UART at 230400 baud, format 8N1 (start bit, 8 data bits, 1 stop bit). Each sample is sent as 2 whole byte(s) and the link is busy all the time. Find the highest signal frequency fmax that can be sampled without aliasing, in Hz.

baud = 230400 BdN = 168N1
fmax = Hz
7.Wheatstone bridge & strain gaugesMedium
+−5 VR1​ = 50 ΩR2​ = 200 ΩR3​ = 150 ΩR4​ = 200 Ωab+−Rth​ = ?

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

Vs = 5 VR1 = 50 ΩR2 = 200 ΩR3 = 150 ΩR4 = 200 Ω
Rth = Ω
8.Wheatstone bridge & strain gaugesHard
+−10 V120 Ω120 Ω + ΔR120 Ω120 Ωab+−4 mV

A quarter bridge with one active gauge (GF = 2) is excited with 10 V. Under load the output reads 4 mV. Find the strain ε in µε.

Vs = 10 VGF = 2Vo = 4 mV
ε = µε
9.Steady-state error & PID controlMedium
r(t) = 2t+5(s + 3)s(s + 1)C(s)−

A ramp r(t) = 2t is applied to a unity-feedback loop with G(s) = 5(s + 3)/(s(s + 1)). Find the steady-state error ess.

G(s) = 5(s + 3)/(s(s + 1))r(t) = 2t
ess =
10.Steady-state error & PID controlHard
R(s)+25 + Kd​s1s(s + 3)C(s)−

A PD controller C(s) = 25 + Kd·s drives the plant G(s) = 1/(s(s + 3)) in a unity-feedback loop. Find the derivative gain Kd that gives the closed loop a damping ratio ζ = 0.8.

G(s) = 1/(s(s + 3))Kp = 25ζ = 0.8
Kd = s
11.Step responseMedium
t (s)y(t)1

A system has the transfer function G(s) = 30/(s² + 8s + 30) and receives a unit step input. Find the natural frequency ωn in rad/s.

G(s) = 30/(s² + 8s + 30)
ωn = rad/s
12.Step responseHard
k = 1000 N/mc = 40 N·s/mm = 10 kgF = 20 Nx(t)

A mass m = 10 kg hangs on a spring k = 1000 N/m with a viscous damper c = 40 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 percent overshoot %OS of the displacement.

m = 10 kgk = 1000 N/mc = 40 N·s/mF = 20 N
%OS = %

3Solutions

1.DC motors

Answer: η = 87.91 %

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 = 110·4 = 440 W
Pdev = 105.2·4 = 420.8 W
Pout = 420.8 − 34 = 386.8 W

Efficiency

η = 386.8/440·100 = 87.91 %

Answer

η = 87.91 %
2.DC motors

Answer: Rs = 3.011 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 = 22.5/1.5 = 15 A
E = 1.5·41.89 = 62.83 V

Series resistance

Ra + Rs = (120 − 62.83)/15 = 3.811 Ω
Rs = 3.011 Ω

Answer

Rs = 3.011 Ω

The resistor wastes 677.5 W; a chopper controls the speed with far less loss.

3.Gears & gear trains

Answer: nw = 29 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 = 1450·1/50 = 29 rpm

Answer

nw = 29 rpm
4.Gears & gear trains

Answer: nout = 533.3 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 = 3000·24/60 = 1200 rpm = nC

Second stage

nout = 1200·20/45 = 533.3 rpm

Answer

nout = 533.3 rpm

total ratio = 5.625 : 1

5.Data acquisition & sampling

Answer: D = 266

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 = 10/212 = 2.441 mV

Code

Vin/LSB = 650/2.441 = 266.2
code = ⌊266.2⌋ = 266

Answer

D = 266

In binary that is 000100001010.

6.Data acquisition & sampling

Answer: fmax = 5760 Hz

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.

Bits per sample on the line

2·10 = 20 bit

Highest sampling rate

fs,max = 230400/20 = 11520 Hz

Nyquist limit

fmax = 11520/2 = 5760 Hz

Answer

fmax = 5760 Hz
7.Wheatstone bridge & strain gauges

Answer: Rth = 125.7 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 = 50·200/250 = 40 Ω
R₃∥R₄ = 150·200/350 = 85.71 Ω

Thévenin resistance

Rth = 125.7 Ω

Answer

Rth = 125.7 Ω
8.Wheatstone bridge & strain gauges

Answer: ε = 800 µε

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.

Solve the quarter-bridge equation

ε = 4·0.004/(10·2) = 0.0008

In microstrain

ε = 800 µε

Answer

ε = 800 µε
9.Steady-state error & PID control

Answer: ess = 0.1333

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) = 15

Ramp error

ess = 2/15 = 0.1333

Answer

ess = 0.1333
10.Steady-state error & PID control

Answer: Kd = 5 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 + 3) + 1(25 + Kds) = s² + (3 + 1Kd)s + 25

Natural frequency

ωₙ = √25 = 5 rad/s

Derivative gain

3 + 1Kd = 2·0.8·5 = 8
Kd = 5 s

Answer

Kd = 5 s

The derivative term adds damping without changing ωₙ.

11.Step response

Answer: ωn = 5.477 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).

Compare with the standard form

The denominator must match s² + 2ζωₙs + ωₙ².

ωₙ² = 30 → ωₙ = 5.477 rad/s
2ζωₙ = 8 → ζ = 8/(2·5.477) = 0.7303

Result

ωₙ = 5.477 rad/s

Answer

ωn = 5.477 rad/s
12.Step response

Answer: %OS = 52.66 %

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) = √(1000/10) = 10 rad/s
ζ = c/(2√(km)) = 40/(2·√(1000·10)) = 0.2

Result

%OS = 100·e−ζπ/√(1−ζ²) = 52.66 %

Answer

%OS = 52.66 %

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