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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
Draw the armature circuit: supply V, resistance Ra and the back-EMF E in series.
Use V = E + Ia·Ra to link voltage, current and back-EMF.
Use E = k·ω for speed and T = k·Ia for torque, with ω = 2π·n/60.
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
Write down what is given: sampling rate, signal frequencies, number of bits, input range, baud rate.
For sampling questions, compare each frequency with fs/2; a higher frequency appears at fa = |f − k·fs| with the nearest multiple of fs.
For resolution questions, find 1 LSB = VFSR/2ᴺ, or the smallest N with 2ᴺ ≥ span/resolution.
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
Treat the bridge as two voltage dividers across the same supply.
For balance, set R₁/R₂ = R₃/R₄ and solve for the unknown resistor.
For an unbalanced bridge, find Va and Vb from the dividers and subtract; use the Thévenin equivalent when a meter loads the output.
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
Count the poles of the open loop C(s)·G(s) at s = 0: that is the system type.
Work out the error constant that matches the input: Kp for a step, Kv for a ramp, Ka for a parabola.
Apply ess = A/(1 + Kp), A/Kv or A/Ka, or solve it for the gain you need.
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
A DC motor with k = 0.25 V·s/rad runs from 24 V. Neglecting all losses at no load, find its no-load speed n0 in rpm.
V = 24 Vk = 0.25 V·s/rad
n0 = rpm
2.DC motorsHard
A DC motor with k = 1 V·s/rad and Ra = 0.25 Ω must drive a load of 20 N·m at 500 rpm. Find the armature voltage V it needs.
k = 1 V·s/radRa = 0.25 ΩT = 20 N·mn = 500 rpm
V = V
3.Gears & gear trainsMedium
A 125 mm pulley at 1440 rpm drives a 500 mm pulley by a belt with 4 % slip. Find the speed n2 of the driven pulley.
n1 = 1440 rpmd1 = 125 mmd2 = 500 mms = 4 %
n2 = rpm
4.Gears & gear trainsHard
An open belt connects a 100 mm driving pulley at 720 rpm to a 450 mm pulley; the centres are 600 mm apart. The coefficient of friction is 0.25 and the tight-side tension may not exceed 600 N. Find the largest power P the belt can transmit without slipping, in kW (ignore centrifugal effects).
A UART sends bytes at 9600 baud in the format 8E1: 8 data bits, an even parity bit and 1 stop bit(s), plus the start bit. Find the largest number of data bytes per second it can transfer.
baud = 9600 Bd8E1
RB = B/s
6.Data acquisition & samplingHard
A 16-bit ADC streams every sample over a UART at 9600 baud, format 8N1 (start bit, 8 data bits, 1 stop bit). Each sample is sent as 2 whole byte(s) and the link is busy all the time. Find the highest signal frequency fmax that can be sampled without aliasing, in Hz.
baud = 9600 BdN = 168N1
fmax = Hz
7.Wheatstone bridge & strain gaugesMedium
A bridge has four 330 Ω arms and Vs = 2 V. The sensor R₂ increases by ΔR = 0.33 Ω. Using the small-change approximation, find the output Vab in mV.
Vs = 2 VR = 330 ΩΔR = 0.33 Ω
Vab = mV
8.Wheatstone bridge & strain gaugesHard
A load cell (a full bridge of strain gauges) has a rated output of 2.5 mV/V at its rated load of 1000 kg. It is excited with 12 V. Find its output Vo under a load of 600 kg.
2.5 mV/VFrated = 1000 kgVs = 12 VF = 600 kg
Vo = mV
9.Steady-state error & PID controlMedium
A unity-feedback loop with G(s) = K/(s(s + 4)) must follow the ramp r(t) = 5t with a steady-state error of 0.05. Find the gain K.
G(s) = K/(s(s + 4))r(t) = 5tess = 0.05
K =
10.Steady-state error & PID controlHard
A PI controller C(s) = Kp + Ki/s drives the plant G(s) = 1/(s + 1) in a unity-feedback loop. The closed loop must have ωₙ = 6 rad/s and ζ = 0.6. Find the proportional gain Kp.
G(s) = 1/(s + 1)ωₙ = 6 rad/sζ = 0.6
Kp =
11.Step responseMedium
A system has the transfer function G(s) = 124/(s² + 5s + 62) and receives a unit step input. Find the percent overshoot %OS of the step response.
G(s) = 124/(s² + 5s + 62)
%OS = %
12.Step responseHard
A unity negative feedback loop has G(s) = 250/(s(s + 6)). Find the 2 % settling time ts of the closed-loop step response, using ts ≈ 4/(ζωₙ).
G(s) = 250/(s(s + 6))
ts = s
3Solutions
1.DC motors
Answer: n0 = 916.7 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 = 24/0.25 = 96 rad/s
n0 = 60·96/(2π) = 916.7 rpm
Answer
n0 = 916.7 rpm
2.DC motors
Answer: V = 57.36 V
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
E = 1·52.36 = 52.36 V
Armature current
Ia = 20/1 = 20 A
Armature voltage
V = 52.36 + 20·0.25 = 57.36 V
Answer
V = 57.36 V
3.Gears & gear trains
Answer: n2 = 345.6 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
1440·125/500 = 360 rpm
With slip
n2 = 360·0.96 = 345.6 rpm
Answer
n2 = 345.6 rpm
4.Gears & gear trains
Answer: P = 1.066 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 = 2.55 rad
Slack-side tension
eμθ = e0.6374 = 1.892, T₂ = 600/1.892 = 317.2 N
Power
P = (600 − 317.2)·3.77 = 1.066 kW
Answer
P = 1.066 kW
5.Data acquisition & sampling
Answer: RB = 872.7 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 + 1 = 11
Byte rate
9600/11 = 872.7 B/s
Answer
RB = 872.7 B/s
6.Data acquisition & sampling
Answer: fmax = 240 Hz
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 sample on the line
2·10 = 20 bit
Highest sampling rate
fs,max = 9600/20 = 480 Hz
Nyquist limit
fmax = 480/2 = 240 Hz
Answer
fmax = 240 Hz
7.Wheatstone bridge & strain gauges
Answer: Vab = 0.5 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 = 0.33/330 = 0.001
Linearised output
Vab ≈ 2·0.001/4 = 0.5 mV
Answer
Vab = 0.5 mV
The exact value is 0.4998 mV; the approximation is good while ΔR/R is small.
8.Wheatstone bridge & strain gauges
Answer: Vo = 18 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
2.5·12 = 30 mV
Output at this load
Vo = 30·600/1000 = 18 mV
Answer
Vo = 18 mV
9.Steady-state error & PID control
Answer: K = 400
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.
Required velocity constant
Kv = A/ess = 5/0.05 = 100
Gain
K = 4·Kv = 400
Answer
K = 400
A large gain makes this loop very lightly damped: ζ = 0.1. That conflict is why compensators are used.
10.Steady-state error & PID control
Answer: Kp = 6.2
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).
Characteristic polynomial
1 + C(s)G(s) = 0, multiplied by s(s + 1).
s² + (1 + 1Kp)s + 1Ki
Target polynomial
s² + 2·0.6·6s + 6² = s² + 7.2s + 36
Match the coefficients
1 + 1Kp = 7.2 → Kp = 6.2
Answer
Kp = 6.2
The integral term makes the loop type 1, so a step is followed without steady-state error.
11.Step response
Answer: %OS = 34.93 %
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 = 62 → ωₙ = 7.874 rad/s
2ζωₙ = 5 → ζ = 5/(2·7.874) = 0.3175
Result
%OS = 100·e−ζπ/√(1−ζ²) = 100·e−1.052 = 34.93 %
Answer
%OS = 34.93 %
12.Step response
Answer: ts = 1.333 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).