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)Tst​ = ?n0​

A DC motor with k = 0.15 N·m/A and Ra = 1.2 Ω is connected to 24 V. Find its stall torque Tstall, the torque at zero speed.

V = 24 Vk = 0.15 N·m/ARa = 1.2 Ω
Tstall = N·m
2.DC motorsHard
+−240 VRa​ = 0.8 ΩIa​: 12 → 7.2 AM+−En = ?T

A separately excited DC motor on 240 V (Ra = 0.8 Ω) runs at 1500 rpm with an armature current of 12 A. The load changes and the current becomes 7.2 A, with the field unchanged. Find the new speed n2.

V = 240 VRa = 0.8 Ωn1 = 1500 rpmIa1 = 12 AIa2 = 7.2 A
n2 = rpm
3.Gears & gear trainsMedium
N1​N2​ = ?

Two parallel shafts are 135 mm apart. They must be connected by a pair of spur gears with a module of 3 mm and a speed reduction of 5 : 1. How many teeth N2 must the gear have?

a = 135 mmm = 3 mmi = 5
N2 =
4.Gears & gear trainsHard
A = 32B = 80C = 16D = ?

In a compound gear train, gear A (32 teeth) on the input shaft turns at 960 rpm and drives gear B (80 teeth). Gear C (16 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 = 32B = 80C = 16nout = 256 rpm
ND =
5.Data acquisition & samplingMedium
Vin​N = ?500 kPa2ᴺ − 10≤ 0.2 kPa

A sensor measures pressure over a span of 500 kPa, and its output fills the whole input range of an ADC. The reading must resolve 0.2 kPa. Find the smallest number of bits N the ADC needs.

span = 500 kParesolution = 0.2 kPa
N =
6.Data acquisition & samplingHard
SD0​D1​D2​D3​D4​D5​D6​D7​1/fbaud​8 MHz / (16·D)

A microcontroller with an 8 MHz clock sets its UART baud rate as fclk/(16·D), with D a whole number rounded to the nearest value. The target is 19200 baud. Find the percentage error of the real baud rate (positive when it is too fast).

fclk = 8 MHztarget = 19200 Bd
e = %
7.Wheatstone bridge & strain gaugesMedium
+−15 V330 Ω330 Ω + ΔR330 Ω330 Ωab+−182.9 mV

A bridge with four 330 Ω arms is supplied with 15 V. When the sensor R₂ changes, the output reads Vab = 182.9 mV. Find the exact change ΔR of R₂.

Vs = 15 VR = 330 ΩVab = 182.9 mV
ΔR = Ω
8.Wheatstone bridge & strain gaugesHard
+−10 V350 Ω350 Ω + ΔR350 Ω350 Ωab+−Vo​ = ?

A bridge with 350 Ω arms is excited with 10 V and has one active gauge (quarter bridge). The gauge factor is 2 and the strain is 600 µε. Find the bridge output Vo in mV.

Vs = 10 VGF = 2ε = 600 µε
Vo = mV
9.Steady-state error & PID controlMedium
R(s)+K = 100.50.5s + 1C(s)−

A process G(s) = 0.5/(0.5s + 1) is controlled by a proportional gain K = 10 in a unity-feedback loop. Find the steady-state error ess for a step, as a percentage of the step size.

G(s) = 0.5/(0.5s + 1)K = 10
ess = %
10.Steady-state error & PID controlHard
R(s)+2 + Kd​s2s(s + 2)C(s)−

A PD controller C(s) = 2 + Kd·s drives the plant G(s) = 2/(s(s + 2)) in a unity-feedback loop. Find the derivative gain Kd that gives the closed loop a damping ratio ζ = 0.9.

G(s) = 2/(s(s + 2))Kp = 2ζ = 0.9
Kd = s
11.Step responseMedium
t (s)y(t)3?

A system has the transfer function G(s) = 291/(s² + 10s + 97) and receives a unit step input. Find the percent overshoot %OS of the step response.

G(s) = 291/(s² + 10s + 97)
%OS = %
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: Tstall = 3 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.

Stall current

Ia = V/Ra = 24/1.2 = 20 A

Stall torque

Tstall = 0.15·20 = 3 N·m

Answer

Tstall = 3 N·m
2.DC motors

Answer: n2 = 1525 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.

Back-EMF before and after

E1 = 240 − 12·0.8 = 230.4 V
E2 = 240 − 7.2·0.8 = 234.2 V

New speed

n2 = 1500·234.2/230.4 = 1525 rpm

Answer

n2 = 1525 rpm
3.Gears & gear trains

Answer: N2 = 75

Gear geometry: the module m sets the tooth size. A gear with N teeth has a pitch diameter d = m·N, two meshing gears have the same module, and their centre distance is a = (d₁ + d₂)/2 = m·(N₁ + N₂)/2. The pitch-line speed is v = π·d·n/60, and the tangential tooth force follows from the torque: Ft = 2T/d.

Total number of teeth

N1 + N2 = 2a/m = 2·135/3 = 90

Split by the ratio

N1 = 90/(1 + 5) = 15
N2 = 5·15 = 75

Answer

N2 = 75
4.Gears & gear trains

Answer: ND = 24

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 = 960·32/80 = 384 rpm

Teeth on gear D

ND = C·nC/nout = 16·384/256 = 24

Answer

ND = 24
5.Data acquisition & sampling

Answer: N = 12

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.

Steps needed

500/0.2 = 2500

Bits

log₂(2500) = 11.29
211 = 2048 < 2500 ≤ 212 = 4096
N = 12

Answer

N = 12
6.Data acquisition & sampling

Answer: e = 0.1603 %

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.

Divider

D = 8·10⁶/(16·19200) = 26.04 → 26

Real baud rate

8·10⁶/(16·26) = 19231 Bd

Error

(19231 − 19200)/19200·100 = 0.1603 %

Answer

e = 0.1603 %

An error below about 2 % is usually acceptable.

7.Wheatstone bridge & strain gauges

Answer: ΔR = 16.5 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.

Node voltage

Va = 7.5 + 0.1829 = 7.683 V

Solve the divider

R₂ = 330·7.683/(15 − 7.683) = 346.5 Ω
ΔR = 346.5 − 330 = 16.5 Ω

Answer

ΔR = 16.5 Ω
8.Wheatstone bridge & strain gauges

Answer: Vo = 3 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 = 2·600·10⁻⁶ = 0.0012

Bridge output

Vo ≈ Vs·GF·ε/4 = 10·0.0012/4 = 3 mV

Answer

Vo = 3 mV
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 = 10·0.5 = 5

Step error

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

Answer

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

Answer: Kd = 0.8 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 + 2) + 2(2 + Kds) = s² + (2 + 2Kd)s + 4

Natural frequency

ωₙ = √4 = 2 rad/s

Derivative gain

2 + 2Kd = 2·0.9·2 = 3.6
Kd = 0.8 s

Answer

Kd = 0.8 s

The derivative term adds damping without changing ωₙ.

11.Step response

Answer: %OS = 15.7 %

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 = 97 → ωₙ = 9.849 rad/s
2ζωₙ = 10 → ζ = 10/(2·9.849) = 0.5077

Result

%OS = 100·e−ζπ/√(1−ζ²) = 100·e−1.851 = 15.7 %

Answer

%OS = 15.7 %
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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