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 = 0.3 N·m/A and Ra = 0.25 Ω is connected to 120 V. Find its stall torque Tstall, the torque at zero speed.

V = 120 Vk = 0.3 N·m/ARa = 0.25 Ω
Tstall = N·m
2.DC motorsHard
T (N·m)n (rpm)7.5 N·m300 rpm

A DC motor with k = 0.75 V·s/rad and Ra = 0.4 Ω must drive a load of 7.5 N·m at 300 rpm. Find the armature voltage V it needs.

k = 0.75 V·s/radRa = 0.4 ΩT = 7.5 N·mn = 300 rpm
V = V
3.Gears & gear trainsMedium
d1​ = 200 mmd2​ = 400 mm1500 rpmT1​ = 1200 NT2​ = 300 NP = ?

A belt runs on a 200 mm driving pulley at 1500 rpm. The tension is 1200 N on the tight side and 300 N on the slack side. Find the power P transmitted, in kW.

d1 = 200 mmn1 = 1500 rpmT1 = 1200 NT2 = 300 N
P = kW
4.Gears & gear trainsHard
A = 12B = 36C = 20D = ?

In a compound gear train, gear A (12 teeth) on the input shaft turns at 2880 rpm and drives gear B (36 teeth). Gear C (20 teeth) is fixed to the same shaft as B and drives gear D on the output shaft. The output must turn at 600 rpm. How many teeth ND must gear D have?

nin = 2880 rpmA = 12B = 36C = 20nout = 600 rpm
ND =
5.Data acquisition & samplingMedium
SD0​D1​D2​D3​D4​D5​D6​D7​Tb​10·Tb​57600 Bd, 8N1

A UART sends bytes at 57600 baud in the format 8N1: 8 data bits, no parity and 1 stop bit(s), plus the start bit. Find the largest number of data bytes per second it can transfer.

baud = 57600 Bd8N1
RB = B/s
6.Data acquisition & samplingHard
1216⋮16 ch∿01tc​ = 8 µstset​ = 0.5 µsfs​ = ?

A 16-channel multiplexer feeds one ADC. Each conversion takes 8 µs, and after every channel switch the input needs 0.5 µs to settle. The channels are scanned in turn without pause. Find the sampling rate fs of each channel, in kHz.

n = 16tc = 8 µstset = 0.5 µs
fs = kHz
7.Wheatstone bridge & strain gaugesMedium
+−5 VR1​ = 400 ΩR2​ = 20 ΩR3​ = 80 ΩR4​ = 40 ΩabGRg​ = 100 Ω

A galvanometer with a resistance of 100 Ω is connected between a and b of the bridge shown (Vs = 5 V). Find the galvanometer current Ig from a to b, in µA.

Vs = 5 VR1 = 400 ΩR2 = 20 ΩR3 = 80 ΩR4 = 40 ΩRg = 100 Ω
Ig = µA
8.Wheatstone bridge & strain gaugesHard
+−5 V120 Ω − ΔR120 Ω + ΔR120 Ω + ΔR120 Ω − ΔRab+−Vo​ = ?

A load cell (a full bridge of strain gauges) has a rated output of 3 mV/V at its rated load of 50 kg. It is excited with 5 V. Find its output Vo under a load of 30 kg.

3 mV/VFrated = 50 kgVs = 5 VF = 30 kg
Vo = mV
9.Steady-state error & PID controlMedium
r(t) = 10 + 1t+2(s + 4)s(s + 4)(s + 5)C(s)−

The input r(t) = 10 + 1t (a step plus a ramp) is applied to a unity-feedback loop with G(s) = 2(s + 4)/(s(s + 4)(s + 5)). Find the steady-state error ess.

G(s) = 2(s + 4)/(s(s + 4)(s + 5))r(t) = 10 + 1t
ess =
10.Steady-state error & PID controlHard
R(s)+K10s(s + 10)C(s)−

A proportional controller K drives the plant G(s) = 10/(s(s + 10)) in a unity-feedback loop. Find the gain K that gives the closed loop a damping ratio ζ = 0.4.

G(s) = 10/(s(s + 10))ζ = 0.4
K =
11.Step responseMedium
t (s)y(t)2

A system has the transfer function G(s) = 30/(s² + 5s + 15) and receives a unit step input. Find the damping ratio ζ.

G(s) = 30/(s² + 5s + 15)
ζ =
12.Step responseHard
k = 100 N/mc = 6 N·s/mm = 1 kgF = 100 Nx(t)

A mass m = 1 kg hangs on a spring k = 100 N/m with a viscous damper c = 6 N·s/m (m·x″ + c·x′ + k·x = F). At rest in equilibrium, a constant force F = 100 N is suddenly applied. Find the damping ratio ζ.

m = 1 kgk = 100 N/mc = 6 N·s/mF = 100 N
ζ =

3Solutions

1.DC motors

Answer: Tstall = 144 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 = 120/0.25 = 480 A

Stall torque

Tstall = 0.3·480 = 144 N·m

Answer

Tstall = 144 N·m
2.DC motors

Answer: V = 27.56 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 = 0.75·31.42 = 23.56 V

Armature current

Ia = 7.5/0.75 = 10 A

Armature voltage

V = 23.56 + 10·0.4 = 27.56 V

Answer

V = 27.56 V
3.Gears & gear trains

Answer: P = 14.14 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.

Belt speed

v = 15.71 m/s

Power

P = (1200 − 300)·15.71 = 14137 W = 14.14 kW

Answer

P = 14.14 kW
4.Gears & gear trains

Answer: ND = 32

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 = 2880·12/36 = 960 rpm

Teeth on gear D

ND = C·nC/nout = 20·960/600 = 32

Answer

ND = 32
5.Data acquisition & sampling

Answer: RB = 5760 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 + 0 + 1 = 10

Byte rate

57600/10 = 5760 B/s

Answer

RB = 5760 B/s
6.Data acquisition & sampling

Answer: fs = 7.353 kHz

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).

Time per channel

8 + 0.5 = 8.5 µs

Time per scan

16·8.5 = 136 µs

Sampling rate per channel

fs = 1/136 µs = 7.353 kHz

Answer

fs = 7.353 kHz
7.Wheatstone bridge & strain gauges

Answer: Ig = −9804 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 = 5·(20/420 − 40/120) = −1.429 V

Thévenin resistance

Rth = R₁∥R₂ + R₃∥R₄ = 45.71 Ω

Galvanometer current

Ig = −1.429/(45.71 + 100) = −9804 µA

Answer

Ig = −9804 µA
8.Wheatstone bridge & strain gauges

Answer: Vo = 9 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

3·5 = 15 mV

Output at this load

Vo = 15·30/50 = 9 mV

Answer

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

Answer: ess = 2.5

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.

Velocity constant

Kv = lim s·G(s) = 0.4

Step part

Kp = ∞ → estep = 0

Ramp error

ess = 1/0.4 = 2.5

Answer

ess = 2.5
10.Steady-state error & PID control

Answer: K = 15.62

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 + 10) + 10K = s² + 10s + 10K

Natural frequency

2·0.4·ωₙ = 10 → ωₙ = 12.5 rad/s

Gain

10K = ωₙ² = 156.2 → K = 15.62

Answer

K = 15.62
11.Step response

Answer: ζ = 0.6455

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 = 15 → ωₙ = 3.873 rad/s
2ζωₙ = 5 → ζ = 5/(2·3.873) = 0.6455

Result

ζ = 0.6455

Answer

ζ = 0.6455
12.Step response

Answer: ζ = 0.3

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 = √(k/m) = √(100/1) = 10 rad/s
ζ = c/(2√(km)) = 6/(2·√(100·1)) = 0.3

Result

ζ = 0.3

Answer

ζ = 0.3

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