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 = 1.2 N·m/A and Ra = 0.5 Ω is connected to 220 V. Find its stall torque Tstall, the torque at zero speed.

V = 220 Vk = 1.2 N·m/ARa = 0.5 Ω
Tstall = N·m
2.DC motorsHard
T (N·m)n (rpm)9.6 N·m600 rpm

A DC motor with k = 1.2 V·s/rad and Ra = 2 Ω must drive a load of 9.6 N·m at 600 rpm. Find the armature voltage V it needs.

k = 1.2 V·s/radRa = 2 ΩT = 9.6 N·mn = 600 rpm
V = V
3.Gears & gear trainsMedium
N1​ = 20N2​ = 45

A 7.5 kW motor running at 1440 rpm drives a pinion with 20 teeth, which meshes with a gear with 45 teeth. The gear pair has an efficiency of 96%. Find the output torque T2 on the gear shaft.

P = 7.5 kWn1 = 1440 rpmN1 = 20N2 = 45η = 96%
T2 = N·m
4.Gears & gear trainsHard
A = 45B = 48C = 20D = 40

In a compound gear train, gear A (45 teeth) on the input shaft turning at 2900 rpm drives gear B (48 teeth). Gear C (20 teeth) is fixed to the same shaft as B and drives gear D (40 teeth) on the output shaft. Find the output speed nout.

nin = 2900 rpmA = 45B = 48C = 20D = 40
nout = rpm
5.Data acquisition & samplingMedium
Vin​N = ?200 °C2ᴺ − 10≤ 0.2 °C

A sensor measures temperature over a span of 200 °C, and its output fills the whole input range of an ADC. The reading must resolve 0.2 °C. Find the smallest number of bits N the ADC needs.

span = 200 °Cresolution = 0.2 °C
N =
6.Data acquisition & samplingHard
SD0​D1​D2​D3​D4​D5​D6​D7​PTb​11·Tb​9600 Bd, 8E1

A 24-bit ADC streams every sample over a UART at 9600 baud, format 8E1 (start bit, 8 data bits, even parity, 1 stop bit). Each sample is sent as 3 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 = 248E1
fmax = Hz
7.Wheatstone bridge & strain gaugesMedium
+−5 VR1​ = 120 ΩR2​ = 60 ΩR3​ = 40 ΩR4​ = 100 Ωab+−Rth​ = ?

Find the Thévenin resistance Rth of the bridge shown, seen from the output terminals a and b.

Vs = 5 VR1 = 120 ΩR2 = 60 ΩR3 = 40 ΩR4 = 100 Ω
Rth = Ω
8.Wheatstone bridge & strain gaugesHard
+−5 V350 Ω − ΔR350 Ω + ΔR350 Ω350 Ωab+−Vo​ = ?

A bridge with 350 Ω arms is excited with 5 V and has two active gauges in adjacent arms, one in tension and one in compression (half bridge). The gauge factor is 2 and the strain is 250 µε. Find the bridge output Vo in mV.

Vs = 5 VGF = 2ε = 250 µε
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 1·t²/2+2(s + 3)s²(s + 5)C(s)−

The parabolic input r(t) = 1·t²/2 is applied to a unity-feedback loop with G(s) = 2(s + 3)/(s²(s + 5)). Find the steady-state error ess.

G(s) = 2(s + 3)/(s²(s + 5))r(t) = 1·t²/2
ess =
10.Steady-state error & PID controlHard
r(t) = 5t+2 + 2/s10(s + 4)(s + 5)C(s)−

A PI controller C(s) = 2 + 2/s drives the plant G(s) = 10/((s + 4)(s + 5)) in a unity-feedback loop. Find the steady-state error ess for the ramp input r(t) = 5t.

C(s) = 2 + 2/sG(s) = 10/((s + 4)(s + 5))r(t) = 5t
ess =
11.Step responseMedium
t (s)y(t)0.5

A system has the transfer function G(s) = 18/(s² + 4s + 36) and receives a unit step input. The poles are s = σ ± jωd. Find the real part σ.

G(s) = 18/(s² + 4s + 36)
σ =
12.Step responseHard
R(s)+Ks(s + 8)G(s)C(s)−

A unity negative feedback loop has G(s) = K/(s(s + 8)). Find the gain K that gives a step response with 15 % overshoot.

G(s) = K/(s(s + 8))%OS = 15 %
K =

3Solutions

1.DC motors

Answer: Tstall = 528 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 = 220/0.5 = 440 A

Stall torque

Tstall = 1.2·440 = 528 N·m

Answer

Tstall = 528 N·m
2.DC motors

Answer: V = 91.4 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 = 1.2·62.83 = 75.4 V

Armature current

Ia = 9.6/1.2 = 8 A

Armature voltage

V = 75.4 + 8·2 = 91.4 V

Answer

V = 91.4 V
3.Gears & gear trains

Answer: T2 = 107.4 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.

Motor torque

ω₁ = 2π·1440/60 = 150.8 rad/s
T1 = P/ω₁ = 7500/150.8 = 49.74 N·m

Output torque

T2 = 49.74·45/20·0.96 = 107.4 N·m

Answer

T2 = 107.4 N·m
4.Gears & gear trains

Answer: nout = 1359 rpm

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.

First stage

nB = 2900·45/48 = 2719 rpm = nC

Second stage

nout = 2719·20/40 = 1359 rpm

Answer

nout = 1359 rpm

total ratio = 2.133 : 1

5.Data acquisition & sampling

Answer: N = 10

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

200/0.2 = 1000

Bits

log₂(1000) = 9.966
29 = 512 < 1000 ≤ 210 = 1024
N = 10

Answer

N = 10
6.Data acquisition & sampling

Answer: fmax = 145.5 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

3·11 = 33 bit

Highest sampling rate

fs,max = 9600/33 = 290.9 Hz

Nyquist limit

fmax = 290.9/2 = 145.5 Hz

Answer

fmax = 145.5 Hz
7.Wheatstone bridge & strain gauges

Answer: Rth = 68.57 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.

Supply shorted

R₁∥R₂ = 120·60/180 = 40 Ω
R₃∥R₄ = 40·100/140 = 28.57 Ω

Thévenin resistance

Rth = 68.57 Ω

Answer

Rth = 68.57 Ω
8.Wheatstone bridge & strain gauges

Answer: Vo = 1.25 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 = 2·250·10⁻⁶ = 0.0005

Bridge output

Vo = Vs·GF·ε/2 = 5·0.0005/2 = 1.25 mV

Answer

Vo = 1.25 mV
9.Steady-state error & PID control

Answer: ess = 0.8333

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 = 2·3/5 = 1.2

Parabola error

ess = 1/1.2 = 0.8333

Answer

ess = 0.8333
10.Steady-state error & PID control

Answer: ess = 5

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 + 2 → 2 as s → 0.

Kv = 2·10/20 = 1

Ramp error

ess = 5/1 = 5

Answer

ess = 5

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 = 36 → ωₙ = 6 rad/s
2ζωₙ = 4 → ζ = 4/(2·6) = 0.3333

Result

σ = −ζωₙ = −4/2 = −2

Answer

σ = −2
12.Step response

Answer: K = 59.88

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 + 8s + K)

Damping ratio from the overshoot

ζ = −ln(0.15)/√(π² + ln²(0.15)) = 0.5169

Gain

ωₙ = 8/(2ζ) = 7.738 rad/s
K = ωₙ² = 59.88

Answer

K = 59.88

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