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
T (N·m)n (rpm)n0​ = ?

A DC motor with k = 2 V·s/rad runs from 240 V. Neglecting all losses at no load, find its no-load speed n0 in rpm.

V = 240 Vk = 2 V·s/rad
n0 = rpm
2.DC motorsHard
+−110 VRa​ = 1.5 ΩM+−EωT

A small DC motor has an armature resistance of 1.5 Ω and runs from 110 V. Neglecting rotational losses, find the largest mechanical power Pmax it can develop at any speed.

V = 110 VRa = 1.5 Ω
Pmax = W
3.Gears & gear trainsMedium
d1​ = 120 mmd2​ = 250 mm1450 rpmn2​ = ?

A 120 mm pulley at 1450 rpm drives a 250 mm pulley by a belt with 1.5 % slip. Find the speed n2 of the driven pulley.

n1 = 1450 rpmd1 = 120 mmd2 = 250 mms = 1.5 %
n2 = rpm
4.Gears & gear trainsHard
A = 18B = 60C = 40D = ?

In a compound gear train, gear A (18 teeth) on the input shaft turns at 960 rpm and drives gear B (60 teeth). Gear C (40 teeth) is fixed to the same shaft as B and drives gear D on the output shaft. The output must turn at 256 rpm. How many teeth ND must gear D have?

nin = 960 rpmA = 18B = 60C = 40nout = 256 rpm
ND =
5.Data acquisition & samplingMedium
124⋮4 ch∿01N = 1625 kHz? MB

A recorder samples 4 channels at 25 kHz each with a 16-bit ADC. Each sample is stored in whole bytes. Find the memory M needed for a 30 min recording, in MB (1 MB = 10⁶ bytes).

n = 4fs = 25 kHzN = 16t = 30 min
M = MB
6.Data acquisition & samplingHard
T20 mV/°C×2∿01N = 8, 10 V? °C/LSB

A temperature sensor gives 20 mV/°C (0 V at 0 °C). Its signal is amplified 2 times and fed to an 8-bit ADC with a range of 0 to 10 V (1 LSB = VFSR/2ᴺ). Find the temperature change ΔTLSB that corresponds to one LSB.

S = 20 mV/°CG = 2N = 8VFSR = 10 V
ΔTLSB = °C
7.Wheatstone bridge & strain gaugesMedium
+−3 VR1​ = 50 ΩR2​ = 600 ΩR3​ = 20 ΩR4​ = 600 ΩabGRg​ = 500 Ω

A galvanometer with a resistance of 500 Ω is connected between a and b of the bridge shown (Vs = 3 V). Find the galvanometer current Ig from a to b, in µA.

Vs = 3 VR1 = 50 ΩR2 = 600 ΩR3 = 20 ΩR4 = 600 ΩRg = 500 Ω
Ig = µA
8.Wheatstone bridge & strain gaugesHard
+−2.5 V350 Ω350 Ω + ΔR350 Ω350 Ωab+−0.328 mV

A strain gauge (GF = 2.1) on a member with E = 210 GPa forms a quarter bridge excited with 2.5 V. The output reads 0.328 mV. Find the axial stress σ in MPa.

Vs = 2.5 VGF = 2.1Vo = 0.328 mVE = 210 GPa
σ = MPa
9.Steady-state error & PID controlMedium
r(t) = 5·t²/2+5(s + 1)s²(s + 2)C(s)−

The parabolic input r(t) = 5·t²/2 is applied to a unity-feedback loop with G(s) = 5(s + 1)/(s²(s + 2)). Find the steady-state error ess.

G(s) = 5(s + 1)/(s²(s + 2))r(t) = 5·t²/2
ess =
10.Steady-state error & PID controlHard
R(s)+Kp​ + Ki​/s5s + 4C(s)−

A PI controller C(s) = Kp + Ki/s drives the plant G(s) = 5/(s + 4) in a unity-feedback loop. The closed loop must have ωₙ = 6 rad/s and ζ = 0.8. Find the proportional gain Kp.

G(s) = 5/(s + 4)ωₙ = 6 rad/sζ = 0.8
Kp =
11.Step responseMedium
t (s)y(t)1ts​ = ?

A system has the transfer function G(s) = 74/(s² + 12s + 74) and receives a unit step input. Find the 2 % settling time ts of the step response, using ts ≈ 4/(ζωₙ).

G(s) = 74/(s² + 12s + 74)
ts = s
12.Step responseHard
t (s)y(t)12 %

A second-order system without zeros must have a step response with 2 % overshoot. Find the damping ratio ζ.

%OS = 2 %
ζ =

3Solutions

1.DC motors

Answer: n0 = 1146 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.

No-load speed

ω₀ = V/k = 240/2 = 120 rad/s
n0 = 60·120/(2π) = 1146 rpm

Answer

n0 = 1146 rpm
2.DC motors

Answer: Pmax = 2017 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 = 55 V

Maximum power

Pmax = (V/2)²/Ra = V²/(4Ra) = 110²/(4·1.5) = 2017 W

Answer

Pmax = 2017 W

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

3.Gears & gear trains

Answer: n2 = 685.6 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

1450·120/250 = 696 rpm

With slip

n2 = 696·0.985 = 685.6 rpm

Answer

n2 = 685.6 rpm
4.Gears & gear trains

Answer: ND = 45

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.

Intermediate shaft speed

nB = nC = 960·18/60 = 288 rpm

Teeth on gear D

ND = C·nC/nout = 40·288/256 = 45

Answer

ND = 45
5.Data acquisition & sampling

Answer: M = 360 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

⌈16/8⌉ = 2 B

Byte rate

4·25000·2 = 200000 B/s

Memory

M = 200000·1800 = 3.6 × 10⁸ B = 360 MB

Answer

M = 360 MB
6.Data acquisition & sampling

Answer: ΔTLSB = 0.9766 °C

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 = 10000/256 = 39.06 mV

Sensitivity at the ADC

20·2 = 40 mV/°C

Temperature resolution

ΔTLSB = 39.06/40 = 0.9766 °C

Answer

ΔTLSB = 0.9766 °C

The ADC reaches full scale at 250 °C.

7.Wheatstone bridge & strain gauges

Answer: Ig = −236.9 µA

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.

Thévenin voltage

Vth = 3·(600/650 − 600/620) = −0.134 V

Thévenin resistance

Rth = R₁∥R₂ + R₃∥R₄ = 65.51 Ω

Galvanometer current

Ig = −0.134/(65.51 + 500) = −236.9 µA

Answer

Ig = −236.9 µA
8.Wheatstone bridge & strain gauges

Answer: σ = 52.48 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 = 4·0.000328/(2.5·2.1) = 0.0002499

Stress

σ = 210·10³ MPa·0.0002499 = 52.48 MPa

Answer

σ = 52.48 MPa
9.Steady-state error & PID control

Answer: ess = 2

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.

Acceleration constant

Ka = 5·1/2 = 2.5

Parabola error

ess = 5/2.5 = 2

Answer

ess = 2
10.Steady-state error & PID control

Answer: Kp = 1.12

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

1 + C(s)G(s) = 0, multiplied by s(s + 4).

s² + (4 + 5Kp)s + 5Ki

Target polynomial

s² + 2·0.8·6s + 6² = s² + 9.6s + 36

Match the coefficients

4 + 5Kp = 9.6 → Kp = 1.12

Answer

Kp = 1.12

The integral term makes the loop type 1, so a step is followed without steady-state error.

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 = 74 → ωₙ = 8.602 rad/s
2ζωₙ = 12 → ζ = 12/(2·8.602) = 0.6975

Result

ζωₙ = 6 → ts ≈ 4/6 = 0.6667 s

Answer

ts = 0.6667 s
12.Step response

Answer: ζ = 0.7797

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(0.02)/√(π² + ln²(0.02)) = 3.912/√(9.87 + 15.3) = 0.7797

Answer

ζ = 0.7797

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