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
+−240 VRa​ = 1.2 ΩIa​ = 8 AM+−EωT

A DC motor draws 8 A from a 240 V supply. Its armature resistance is 1.2 Ω and its rotational (friction, windage and iron) losses are 92 W. Find its efficiency η.

V = 240 VIa = 8 ARa = 1.2 ΩProt = 92 W
η = %
2.DC motorsHard
+−220 VRa​ = 2 ΩM+−En = ?T = 7.2 N·m

A separately excited DC motor (k = 1.2 V·s/rad at full field, Ra = 2 Ω, V = 220 V) drives a constant load torque of 7.2 N·m. The field flux is reduced to 85 % of its full value. Find the new speed n.

V = 220 Vk = 1.2 V·s/radRa = 2 ΩT = 7.2 N·mΦ = 85 %
n = rpm
3.Gears & gear trainsMedium
N1​ = 18N2​ = 30

A 3 kW motor running at 1500 rpm drives a pinion with 18 teeth, which meshes with a gear with 30 teeth. The gear pair has an efficiency of 95%. Find the output torque T2 on the gear shaft.

P = 3 kWn1 = 1500 rpmN1 = 18N2 = 30η = 95%
T2 = N·m
4.Gears & gear trainsHard
A = 24B = 25C = 24D = 48

A 15 kW motor at 1450 rpm drives gear A (24 teeth), which meshes with gear B (25 teeth). Gear C (24 teeth) on the same shaft as B drives gear D (48 teeth) on the output shaft. Each gear mesh has an efficiency of 98%. Find the output torque Tout.

P = 15 kWnin = 1450 rpmA = 24B = 25C = 24D = 48ηmesh = 98%
Tout = N·m
5.Data acquisition & samplingMedium
Vin​N = 83.3 V2ᴺ − 101 LSB0.977 V?

An 8-bit ADC with an input range of 0 to 3.3 V truncates: its output code is ⌊Vin/LSB⌋ with 1 LSB = VFSR/2ᴺ. Find the decimal output code D for an input of 0.977 V.

N = 8VFSR = 3.3 VVin = 0.977 V
D =
6.Data acquisition & samplingHard
122 ch∿01tc​ = 2.5 µstset​ = 0.5 µsfs​ = ?

A 2-channel multiplexer feeds one ADC. Each conversion takes 2.5 µs, and after every channel switch the input needs 0.5 µs to settle. The channels are scanned in turn without pause. Find the sampling rate fs of each channel, in kHz.

n = 2tc = 2.5 µstset = 0.5 µs
fs = kHz
7.Wheatstone bridge & strain gaugesMedium
+−2 VR1​ = 250 ΩR2​ = 50 ΩR3​ = 100 ΩR4​ = 600 Ωab+−Rth​ = ?

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

Vs = 2 VR1 = 250 ΩR2 = 50 ΩR3 = 100 ΩR4 = 600 Ω
Rth = Ω
8.Wheatstone bridge & strain gaugesHard
+−10 V1000 Ω − ΔR1000 Ω + ΔR1000 Ω1000 Ωab+−Vo​ = ?

A bridge with 1000 Ω arms is excited with 10 V and has two active gauges in adjacent arms, one in tension and one in compression (half bridge). The gauge factor is 2.1 and the strain is 1000 µε. Find the bridge output Vo in mV.

Vs = 10 VGF = 2.1ε = 1000 µε
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 5 + 4t+2(s + 2)s(s + 5)C(s)−

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

G(s) = 2(s + 2)/(s(s + 5))r(t) = 5 + 4t
ess =
10.Steady-state error & PID controlHard
R(s)+K = 164s(s + 6)C(s)−

A proportional controller K = 16 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 = 16
tp = s
11.Step responseMedium
t (s)y(t)0.5ts​ = ?

A system has the transfer function G(s) = 47.5/(s² + 12s + 95) and receives a unit step input. Find the 2 % settling time ts of the step response, using ts ≈ 4/(ζωₙ).

G(s) = 47.5/(s² + 12s + 95)
ts = s
12.Step responseHard
R(s)+Ks(s + 20)G(s)C(s)−

A unity negative feedback loop has G(s) = K/(s(s + 20)). Find the gain K that gives a step response with 25 % overshoot.

G(s) = K/(s(s + 20))%OS = 25 %
K =

3Solutions

1.DC motors

Answer: η = 91.21 %

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 = 240·8 = 1920 W
Pdev = 230.4·8 = 1843 W
Pout = 1843 − 92 = 1751 W

Efficiency

η = 1751/1920·100 = 91.21 %

Answer

η = 91.21 %
2.DC motors

Answer: n = 1927 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 = 0.85·1.2 = 1.02 V·s/rad

New armature current

Ia = 7.2/1.02 = 7.059 A

New speed

ω = (220 − 7.059·2)/1.02 = 201.8 rad/s → n = 1927 rpm

Answer

n = 1927 rpm

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

3.Gears & gear trains

Answer: T2 = 30.24 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·1500/60 = 157.1 rad/s
T1 = P/ω₁ = 3000/157.1 = 19.1 N·m

Output torque

T2 = 19.1·30/18·0.95 = 30.24 N·m

Answer

T2 = 30.24 N·m
4.Gears & gear trains

Answer: Tout = 197.7 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.

Output speed

nout = 1450·(24/25)·(24/48) = 696 rpm
ωout = 2π·696/60 = 72.88 rad/s

Output power and torque

Pout = 15000·0.98² = 14406 W
Tout = Pout/ωout = 14406/72.88 = 197.7 N·m

Answer

Tout = 197.7 N·m
5.Data acquisition & sampling

Answer: D = 75

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 = 3.3/28 = 12.89 mV

Code

Vin/LSB = 977/12.89 = 75.79
code = ⌊75.79⌋ = 75

Answer

D = 75

In binary that is 01001011.

6.Data acquisition & sampling

Answer: fs = 166.7 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

2.5 + 0.5 = 3 µs

Time per scan

2·3 = 6 µs

Sampling rate per channel

fs = 1/6 µs = 166.7 kHz

Answer

fs = 166.7 kHz
7.Wheatstone bridge & strain gauges

Answer: Rth = 127.4 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 = 250·50/300 = 41.67 Ω
R₃∥R₄ = 100·600/700 = 85.71 Ω

Thévenin resistance

Rth = 127.4 Ω

Answer

Rth = 127.4 Ω
8.Wheatstone bridge & strain gauges

Answer: Vo = 10.5 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 = 2.1·1000·10⁻⁶ = 0.0021

Bridge output

Vo = Vs·GF·ε/2 = 10·0.0021/2 = 10.5 mV

Answer

Vo = 10.5 mV
9.Steady-state error & PID control

Answer: ess = 5

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) = 0.8

Step part

Kp = ∞ → estep = 0

Ramp error

ess = 4/0.8 = 5

Answer

ess = 5
10.Steady-state error & PID control

Answer: tp = 0.4236 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) + 16·4 = s² + 6s + 64

ωₙ and ζ

ωₙ = √64 = 8 rad/s
ζ = 6/(2·8) = 0.375

Peak time

ωd = 8·√(1 − 0.375²) = 7.416 rad/s
tp = π/7.416 = 0.4236 s

Answer

tp = 0.4236 s
11.Step response

Answer: ts = 0.6667 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 = 95 → ωₙ = 9.747 rad/s
2ζωₙ = 12 → ζ = 12/(2·9.747) = 0.6156

Result

ζωₙ = 6 → ts ≈ 4/6 = 0.6667 s

Answer

ts = 0.6667 s
12.Step response

Answer: K = 613.6

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 + 20s + K)

Damping ratio from the overshoot

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

Gain

ωₙ = 20/(2ζ) = 24.77 rad/s
K = ωₙ² = 613.6

Answer

K = 613.6

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