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
+−24 VRa​ = 0.25 ΩIa​ = 10 AM+−EωT

A DC motor draws 10 A from a 24 V supply. Its armature resistance is 0.25 Ω and its rotational (friction, windage and iron) losses are 6 W. Find its efficiency η.

V = 24 VIa = 10 ARa = 0.25 ΩProt = 6 W
η = %
2.DC motorsHard
+−220 VD = ?Ra​ = 0.2 ΩM+−En = 400 rpmT = 15 N·m

A DC chopper feeds a motor (k = 0.6 V·s/rad, Ra = 0.2 Ω) from a 220 V DC bus. The average armature voltage is D·220 V. Find the duty cycle D that runs the motor at 400 rpm with a load of 15 N·m.

Vdc = 220 Vk = 0.6 V·s/radRa = 0.2 ΩT = 15 N·mn = 400 rpm
D = %
3.Gears & gear trainsMedium
d1​ = 80 mmd2​ = 500 mm1450 rpmn2​ = ?

An 80 mm pulley at 1450 rpm drives a 500 mm pulley by a belt with 2 % slip. Find the speed n2 of the driven pulley.

n1 = 1450 rpmd1 = 80 mmd2 = 500 mms = 2 %
n2 = rpm
4.Gears & gear trainsHard
A = 50B = 72C = 18D = 60

An 11 kW motor at 960 rpm drives gear A (50 teeth), which meshes with gear B (72 teeth). Gear C (18 teeth) on the same shaft as B drives gear D (60 teeth) on the output shaft. Each gear mesh has an efficiency of 97%. Find the output torque Tout.

P = 11 kWnin = 960 rpmA = 50B = 72C = 18D = 60ηmesh = 97%
Tout = N·m
5.Data acquisition & samplingMedium
124⋮4 ch∿01N = 1425 kHz? MB

A recorder samples 4 channels at 25 kHz each with a 14-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 60 min recording, in MB (1 MB = 10⁶ bytes).

n = 4fs = 25 kHzN = 14t = 60 min
M = MB
6.Data acquisition & samplingHard
Vin​N = ?VFSR​2ᴺ − 101 LSB

An audio measurement needs an ideal signal-to-quantisation-noise ratio of at least 40 dB for a full-scale sine wave. Find the smallest number of ADC bits N.

SQNR ≥ 40 dB
N =
7.Wheatstone bridge & strain gaugesMedium
+−15 V1000 Ω1000 Ω + ΔR1000 Ω1000 Ωab+−Vab​ = ?

A bridge has four 1000 Ω arms and Vs = 15 V. The sensor R₂ increases by ΔR = 10 Ω. Using the small-change approximation, find the output Vab in mV.

Vs = 15 VR = 1000 ΩΔR = 10 Ω
Vab = mV
8.Wheatstone bridge & strain gaugesHard
+−5 V1000 Ω1000 Ω + ΔR1000 Ω1000 Ωab+−1.313 mV

A strain gauge (GF = 2.1) on a member with E = 110 GPa forms a quarter bridge excited with 5 V. The output reads 1.313 mV. Find the axial stress σ in MPa.

Vs = 5 VGF = 2.1Vo = 1.313 mVE = 110 GPa
σ = MPa
9.Steady-state error & PID controlMedium
R(s)+K = 511s + 1C(s)−

A process G(s) = 1/(1s + 1) is controlled by a proportional gain K = 5 in a unity-feedback loop. Find the steady-state error ess for a step, as a percentage of the step size.

G(s) = 1/(1s + 1)K = 5
ess = %
10.Steady-state error & PID controlHard
r(t) = 2t+2 + 5/s10(s + 1)(s + 2)C(s)−

A PI controller C(s) = 2 + 5/s drives the plant G(s) = 10/((s + 1)(s + 2)) in a unity-feedback loop. Find the steady-state error ess for the ramp input r(t) = 2t.

C(s) = 2 + 5/sG(s) = 10/((s + 1)(s + 2))r(t) = 2t
ess =
11.Step responseMedium
t (s)y(t)3

A system has the transfer function G(s) = 189/(s² + 4s + 63) and receives a unit step input. The poles are s = σ ± jωd. Find the real part σ.

G(s) = 189/(s² + 4s + 63)
σ =
12.Step responseHard
+−24 VR = 40 ΩL = 20 mHC = 2 µFvC​

A series RLC circuit with R = 40 Ω, L = 20 mH and C = 2 µF is connected to a 24 V step at t = 0. The capacitor is uncharged and no current flows before the step. Find the percent overshoot %OS of the capacitor voltage.

R = 40 ΩL = 20 mHC = 2 µFV = 24 V
%OS = %

3Solutions

1.DC motors

Answer: η = 87.08 %

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 = 24·10 = 240 W
Pdev = 21.5·10 = 215 W
Pout = 215 − 6 = 209 W

Efficiency

η = 209/240·100 = 87.08 %

Answer

η = 87.08 %
2.DC motors

Answer: D = 13.7 %

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.

Required armature voltage

Va = 0.6·41.89 + 25·0.2 = 30.13 V

Duty cycle

D = 30.13/220 = 13.7 %

Answer

D = 13.7 %
3.Gears & gear trains

Answer: n2 = 227.4 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

1450·80/500 = 232 rpm

With slip

n2 = 232·0.98 = 227.4 rpm

Answer

n2 = 227.4 rpm
4.Gears & gear trains

Answer: Tout = 494.2 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 = 960·(50/72)·(18/60) = 200 rpm
ωout = 2π·200/60 = 20.94 rad/s

Output power and torque

Pout = 11000·0.97² = 10350 W
Tout = Pout/ωout = 10350/20.94 = 494.2 N·m

Answer

Tout = 494.2 N·m
5.Data acquisition & sampling

Answer: M = 720 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

4·25000·2 = 200000 B/s

Memory

M = 200000·3600 = 7.2 × 10⁸ B = 720 MB

Answer

M = 720 MB
6.Data acquisition & sampling

Answer: N = 7

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.

Solve for N

N ≥ (40 − 1.76)/6.02 = 6.352

Round up

N = 7
check: 6.02·7 + 1.76 = 43.9 dB ≥ 40 dB

Answer

N = 7
7.Wheatstone bridge & strain gauges

Answer: Vab = 37.5 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.

Relative change

ΔR/R = 10/1000 = 0.01

Linearised output

Vab ≈ 15·0.01/4 = 37.5 mV

Answer

Vab = 37.5 mV

The exact value is 37.31 mV; the approximation is good while ΔR/R is small.

8.Wheatstone bridge & strain gauges

Answer: σ = 55.02 MPa

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.

Strain

ε = 4·0.001313/(5·2.1) = 0.0005002

Stress

σ = 110·10³ MPa·0.0005002 = 55.02 MPa

Answer

σ = 55.02 MPa
9.Steady-state error & PID control

Answer: ess = 16.67 %

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.

Position constant

Kp = 5·1 = 5

Step error

ess = 100/(1 + 5) = 16.67 %

Answer

ess = 16.67 %
10.Steady-state error & PID control

Answer: ess = 0.08

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) = 2s + 5 → 5 as s → 0.

Kv = 5·10/2 = 25

Ramp error

ess = 2/25 = 0.08

Answer

ess = 0.08

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

11.Step response

Answer: σ = −2

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 = 63 → ωₙ = 7.937 rad/s
2ζωₙ = 4 → ζ = 4/(2·7.937) = 0.252

Result

σ = −ζωₙ = −4/2 = −2

Answer

σ = −2
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 = 1/√(LC) = 1/√(0.02·2 × 10⁻⁶) = 5000 rad/s
ζ = (R/2)·√(C/L) = (40/2)·√(2 × 10⁻⁶/0.02) = 0.2

Result

%OS = 100·e−ζπ/√(1−ζ²) = 52.66 %

Answer

%OS = 52.66 %

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