Mechatronic Systems: cram pack

Formula sheets, the key method steps for every topic and 12 practice problems, with full solutions at the back.

New problemsBack to the course

In the print window, choose “Save as PDF” to keep a copy on your device.

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
+−VRa​M+−En = 1200 rpmT = ?

A DC motor delivers 2.2 kW of mechanical power at 1200 rpm. Find the shaft torque T.

P = 2.2 kWn = 1200 rpm
T = N·m
2.DC motorsHard
+−220 VRst​ = ?Ra​ = 0.5 Ω100 AM+−E = 0n = 0T

A 220 V DC motor has an armature resistance of 0.5 Ω. Find the series starting resistance Rst that limits the starting current to 100 A.

V = 220 VRa = 0.5 ΩImax = 100 A
Rst = Ω
3.Gears & gear trainsMedium
N1​ = 16N2​ = 25

A 1.1 kW motor running at 1440 rpm drives a pinion with 16 teeth, which meshes with a gear with 25 teeth. The gear pair has an efficiency of 95%. Find the output torque T2 on the gear shaft.

P = 1.1 kWn1 = 1440 rpmN1 = 16N2 = 25η = 95%
T2 = N·m
4.Gears & gear trainsHard
A = 36B = 80C = 25D = 80

A 5.5 kW motor at 1450 rpm drives gear A (36 teeth), which meshes with gear B (80 teeth). Gear C (25 teeth) on the same shaft as B drives gear D (80 teeth) on the output shaft. Each gear mesh has an efficiency of 96%. Find the output torque Tout.

P = 5.5 kWnin = 1450 rpmA = 36B = 80C = 25D = 80ηmesh = 96%
Tout = N·m
5.Data acquisition & samplingMedium
124⋮4 ch∿01N = 1410 kHz? MB

A recorder samples 4 channels at 10 kHz each with a 14-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 10 min recording, in MB (1 MB = 10⁶ bytes).

n = 4fs = 10 kHzN = 14t = 10 min
M = MB
6.Data acquisition & samplingHard
f0fs​/2fs​2fs​3.5 kHz7f₁?

A 3.5 kHz square wave is sampled at 10 kHz with no anti-aliasing filter. A square wave contains the odd harmonics 3f₁, 5f₁, 7f₁, … At which frequency fa does its harmonic 7f₁ appear in the sampled data? Give it in kHz.

f₁ = 3.5 kHzfs = 10 kHzharmonic: 7f₁
fa = kHz
7.Wheatstone bridge & strain gaugesMedium
+−9 V500 Ω500 Ω + ΔR500 Ω500 Ωab+−Vab​ = ?

A bridge has four 500 Ω arms and Vs = 9 V. The sensor R₂ increases by ΔR = 100 Ω. Find the exact output Vab in mV.

Vs = 9 VR = 500 ΩΔR = 100 Ω
Vab = mV
8.Wheatstone bridge & strain gaugesHard
+−5 V120 Ω − ΔR120 Ω + ΔR120 Ω + ΔR120 Ω − ΔRab+−Vo​ = ?

A bridge with 120 Ω arms is excited with 5 V and has four active gauges, two in tension and two in compression (full bridge). The gauge factor is 2 and the strain is 200 µε. Find the bridge output Vo in mV.

Vs = 5 VGF = 2ε = 200 µε
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 0.5t+50s(s + 1)C(s)−

A ramp r(t) = 0.5t is applied to a unity-feedback loop with G(s) = 50/(s(s + 1)). Find the steady-state error ess.

G(s) = 50/(s(s + 1))r(t) = 0.5t
ess =
10.Steady-state error & PID controlHard
r(t) = 2t+5 + 2/s20(s + 1)(s + 4)C(s)−

A PI controller C(s) = 5 + 2/s drives the plant G(s) = 20/((s + 1)(s + 4)) in a unity-feedback loop. Find the steady-state error ess for the ramp input r(t) = 2t.

C(s) = 5 + 2/sG(s) = 20/((s + 1)(s + 4))r(t) = 2t
ess =
11.Step responseMedium
t (s)y(t)3

A system has the transfer function G(s) = 237/(s² + 7s + 79) and receives a unit step input. The poles are s = σ ± jωd. Find the real part σ.

G(s) = 237/(s² + 7s + 79)
σ =
12.Step responseHard
t (s)y(t)1tp​ = 1 s4.3 %

The step response of a second-order system without zeros shows 4.3 % overshoot, and the first peak occurs at t = 1 s. Find the natural frequency ωn.

%OS = 4.3 %tp = 1 s
ωn = rad/s

3Solutions

1.DC motors

Answer: T = 17.51 N·m

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.

Speed in rad/s

ω = 2π·1200/60 = 125.7 rad/s

Torque

T = P/ω = 2200/125.7 = 17.51 N·m

Answer

T = 17.51 N·m
2.DC motors

Answer: Rst = 1.7 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.

Total resistance

Ra + Rst = 220/100 = 2.2 Ω

Starting resistor

Rst = 2.2 − 0.5 = 1.7 Ω

Answer

Rst = 1.7 Ω

The resistor is cut out step by step as the motor speeds up and the back-EMF grows.

3.Gears & gear trains

Answer: T2 = 10.83 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·1440/60 = 150.8 rad/s
T1 = P/ω₁ = 1100/150.8 = 7.295 N·m

Output torque

T2 = 7.295·25/16·0.95 = 10.83 N·m

Answer

T2 = 10.83 N·m
4.Gears & gear trains

Answer: Tout = 237.4 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·(36/80)·(25/80) = 203.9 rpm
ωout = 2π·203.9/60 = 21.35 rad/s

Output power and torque

Pout = 5500·0.96² = 5069 W
Tout = Pout/ωout = 5069/21.35 = 237.4 N·m

Answer

Tout = 237.4 N·m
5.Data acquisition & sampling

Answer: M = 48 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

4·10000·2 = 80000 B/s

Memory

M = 80000·600 = 4.8 × 10⁷ B = 48 MB

Answer

M = 48 MB
6.Data acquisition & sampling

Answer: fa = 4.5 kHz

Sampling: an ADC measures the signal fs times per second. By the Nyquist–Shannon theorem a frequency f is captured correctly only while f < fs/2, the Nyquist (folding) frequency, so the sampling rate must exceed twice the highest signal frequency. A higher frequency is not lost: it shows up as an alias at fa = |f − k·fs|, with the whole number k that brings the result between 0 and fs/2. The samples cannot tell the two apart, so an analogue anti-aliasing filter must remove everything above fs/2 before the ADC.

Harmonic frequency

7f₁ = 7·3.5 kHz = 24.5 kHz

Nearest multiple of the sampling rate

m = round(2.45) = 2

Alias frequency

fa = |24.5 − 2·10| = 4.5 kHz

Answer

fa = 4.5 kHz

The alias lands inside the signal band, where no digital filter can remove it. Only an analogue filter before the ADC helps.

7.Wheatstone bridge & strain gauges

Answer: Vab = 409.1 mV

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.

Node voltages

Va = 9·600/1100 = 4.909 V
Vb = 4.5 V

Output

Vab = 409.1 mV

Answer

Vab = 409.1 mV

The linear estimate Vs·ΔR/(4R) = 450 mV is 10 % too high: a quarter bridge is not quite linear.

8.Wheatstone bridge & strain gauges

Answer: Vo = 2 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 = 2·200·10⁻⁶ = 0.0004

Bridge output

Vo = Vs·GF·ε = 5·0.0004 = 2 mV

Answer

Vo = 2 mV
9.Steady-state error & PID control

Answer: ess = 0.01

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) = 50

Ramp error

ess = 0.5/50 = 0.01

Answer

ess = 0.01
10.Steady-state error & PID control

Answer: ess = 0.2

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).

Velocity constant

s·C(s) = 5s + 2 → 2 as s → 0.

Kv = 2·20/4 = 10

Ramp error

ess = 2/10 = 0.2

Answer

ess = 0.2

The PI controller removes the step error completely; a ramp is followed with a constant lag.

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 = 79 → ωₙ = 8.888 rad/s
2ζωₙ = 7 → ζ = 7/(2·8.888) = 0.3938

Result

σ = −ζωₙ = −7/2 = −3.5

Answer

σ = −3.5
12.Step response

Answer: ωn = 4.446 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(0.043)/√(π² + ln²(0.043)) = 3.147/√(9.87 + 9.901) = 0.7077

Natural frequency

ωd = π/tp = π/1 = 3.142 rad/s
ωₙ = ωd/√(1 − ζ²) = 3.142/0.7065 = 4.446 rad/s

Answer

ωn = 4.446 rad/s

ExamProblems · examproblems.com/courses/mechatronic-systems