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​ = 15 AM+−EωT

A DC motor draws 15 A from a 240 V supply. Its armature resistance is 1.2 Ω and its rotational (friction, windage and iron) losses are 200 W. Find its efficiency η.

V = 240 VIa = 15 ARa = 1.2 ΩProt = 200 W
η = %
2.DC motorsHard
+−120 VRa​ = 0.8 ΩM+−EωT

A small DC motor has an armature resistance of 0.8 Ω and runs from 120 V. Neglecting rotational losses, find the largest mechanical power Pmax it can develop at any speed.

V = 120 VRa = 0.8 Ω
Pmax = W
3.Gears & gear trainsMedium
d1​ = 125 mmd2​ = 500 mm1450 rpmT1​ = 1000 NT2​ = 250 NP = ?

A belt runs on a 125 mm driving pulley at 1450 rpm. The tension is 1000 N on the tight side and 250 N on the slack side. Find the power P transmitted, in kW.

d1 = 125 mmn1 = 1450 rpmT1 = 1000 NT2 = 250 N
P = kW
4.Gears & gear trainsHard
d1​ = 125 mmd2​ = 450 mm1450 rpmC = 1200 mmT1​ = 1200 NT2​P = ?

An open belt connects a 125 mm driving pulley at 1450 rpm to a 450 mm pulley; the centres are 1200 mm apart. The coefficient of friction is 0.35 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 = 125 mmn1 = 1450 rpmd2 = 450 mmC = 1200 mmμ = 0.35T1 = 1200 N
P = kW
5.Data acquisition & samplingMedium
SD0​D1​D2​D3​D4​D5​D6​D7​PTb​12·Tb​9600 Bd, 8E2

A UART sends bytes at 9600 baud in the format 8E2: 8 data bits, an even parity bit and 2 stop bit(s), plus the start bit. Find the largest number of data bytes per second it can transfer.

baud = 9600 Bd8E2
RB = B/s
6.Data acquisition & samplingHard
128⋮8 ch∿01tc​ = 2.5 µstset​ = 2.5 µsfs​ = ?

An 8-channel multiplexer feeds one ADC. Each conversion takes 2.5 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 = 8tc = 2.5 µstset = 2.5 µs
fs = kHz
7.Wheatstone bridge & strain gaugesMedium
+−3 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 3 V. Find the power Pg dissipated in the gauge, in mW. Self-heating limits the excitation.

Vs = 3 VR = 100 Ω
Pg = mW
8.Wheatstone bridge & strain gaugesHard
+−10 V350 Ω − ΔR350 Ω + ΔR350 Ω + ΔR350 Ω − ΔRab+−Vo​ = ?

A load cell (a full bridge of strain gauges) has a rated output of 1 mV/V at its rated load of 50 kg. It is excited with 10 V. Find its output Vo under a load of 20 kg.

1 mV/VFrated = 50 kgVs = 10 VF = 20 kg
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 1t+50(s + 1)s(s + 4)(s + 5)C(s)−

A ramp r(t) = 1t is applied to a unity-feedback loop with G(s) = 50(s + 1)/(s(s + 4)(s + 5)). Find the steady-state error ess.

G(s) = 50(s + 1)/(s(s + 4)(s + 5))r(t) = 1t
ess =
10.Steady-state error & PID controlHard
R(s)+K = 502s(s + 8)C(s)−

A proportional controller K = 50 drives the plant G(s) = 2/(s(s + 8)) in a unity-feedback loop. Find the percent overshoot %OS of the step response.

G(s) = 2/(s(s + 8))K = 50
%OS = %
11.Step responseMedium
t (s)y(t)1ts​ = ?

A system has the transfer function G(s) = 99/(s² + 12s + 99) and receives a unit step input. Find the 2 % settling time ts of the step response, using ts ≈ 4/(ζωₙ).

G(s) = 99/(s² + 12s + 99)
ts = s
12.Step responseHard
k = 100 N/mc = 17 N·s/mm = 8 kgF = 50 Nx(t)

A mass m = 8 kg hangs on a spring k = 100 N/m with a viscous damper c = 17 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 = 8 kgk = 100 N/mc = 17 N·s/mF = 50 N
xmax = mm

3Solutions

1.DC motors

Answer: η = 86.94 %

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 = 240·15 = 3600 W
Pdev = 222·15 = 3330 W
Pout = 3330 − 200 = 3130 W

Efficiency

η = 3130/3600·100 = 86.94 %

Answer

η = 86.94 %
2.DC motors

Answer: Pmax = 4500 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 = 60 V

Maximum power

Pmax = (V/2)²/Ra = V²/(4Ra) = 120²/(4·0.8) = 4500 W

Answer

Pmax = 4500 W

At this point the efficiency is only 50 %, so real motors run well above half speed.

3.Gears & gear trains

Answer: P = 7.118 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.

Belt speed

v = 9.49 m/s

Power

P = (1000 − 250)·9.49 = 7118 W = 7.118 kW

Answer

P = 7.118 kW
4.Gears & gear trains

Answer: P = 7.217 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 = 2.87 rad

Slack-side tension

eμθ = e1.004 = 2.73, T₂ = 1200/2.73 = 439.5 N

Power

P = (1200 − 439.5)·9.49 = 7.217 kW

Answer

P = 7.217 kW
5.Data acquisition & sampling

Answer: RB = 800 B/s

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 frame

1 + 8 + 1 + 2 = 12

Byte rate

9600/12 = 800 B/s

Answer

RB = 800 B/s
6.Data acquisition & sampling

Answer: fs = 25 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 + 2.5 = 5 µs

Time per scan

8·5 = 40 µs

Sampling rate per channel

fs = 1/40 µs = 25 kHz

Answer

fs = 25 kHz
7.Wheatstone bridge & strain gauges

Answer: Pg = 22.5 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 = 3/2 = 1.5 V

Power

Pg = 1.5²/100 = 22.5 mW

Answer

Pg = 22.5 mW
8.Wheatstone bridge & strain gauges

Answer: Vo = 4 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.

Full-scale output

1·10 = 10 mV

Output at this load

Vo = 10·20/50 = 4 mV

Answer

Vo = 4 mV
9.Steady-state error & PID control

Answer: ess = 0.4

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) = 2.5

Ramp error

ess = 1/2.5 = 0.4

Answer

ess = 0.4
10.Steady-state error & PID control

Answer: %OS = 25.38 %

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 + 8) + 50·2 = s² + 8s + 100

ωₙ and ζ

ωₙ = √100 = 10 rad/s
ζ = 8/(2·10) = 0.4

Overshoot

%OS = 100·e−0.4π/√(1 − 0.4²) = 25.38 %

Answer

%OS = 25.38 %
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 = 99 → ωₙ = 9.95 rad/s
2ζωₙ = 12 → ζ = 12/(2·9.95) = 0.603

Result

ζωₙ = 6 → ts ≈ 4/6 = 0.6667 s

Answer

ts = 0.6667 s
12.Step response

Answer: xmax = 685.8 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).

Natural frequency and damping ratio

ωₙ = √(k/m) = √(100/8) = 3.536 rad/s
ζ = c/(2√(km)) = 17/(2·√(100·8)) = 0.3005

Result

xst = F/k = 50/100 m = 500 mm
%OS = 37.16 %
xmax = 500·(1 + 0.3716) = 685.8 mm

Answer

xmax = 685.8 mm

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