Intro Mechatronics
Intro Mechatronics
Mechatronics K. Craig
Introduction 1
What is Mechatronics?
Mechatronics is the
synergistic
combination of
mechanical
engineering,
electronics, controls
engineering, and
computers, all
integrated through the
design process.
Mechatronics K. Craig
Introduction 2
Electro-Mechanical Designs
Type 1: Type 2: Type 3:
Electronics, Electronics, Electronics,
Computers, & Computers, & Computers, &
Controls Add Controls Impart Controls
Additional Additional Provide System Type 3
Operations Functions Synergy Designs are
Mechatronic
Systems
Cost
System
Complexity
Mechatronics K. Craig
Introduction 3
“Over the Wall” State
Mechatronics K. Craig
Introduction 4
Concurrent Engineering
Mechatronics K. Craig
Introduction 5
Mechatronics
Design
+
Manufacture
Mechatronics K. Craig
Introduction 6
The Design Challenge
The cost-effective incorporation of
electronics, computers, and control
elements in mechanical systems
requires a new approach to design.
Mechatronics K. Craig
Introduction 8
Balance: The Key to Success
Experimental
Modeling Validation
& &
Analysis Hardware
Implementation
The Mechatronic System Design Process
Experimental Mathematical
Comparison
Analysis Analysis
Design
Changes
Mechatronics K. Craig
Introduction 11
Measurements,
Calculations, Which Parameters to Identify?
M odel What Tests to Perform?
Manufacturer's Specifications
Param eter
ID
P h y s ic a l P h y s ic a l M ath
S ystem M odel M odel
A ctual P r e d ic t e d
D y n a m ic Com pare D y n a m ic
B e h a v io r B e h a v io r
M ake
D e s ig n
D e s ig n
Modify
Model Adequate, Model Adequate, C o m p le t e
or D e c is io n s Performance Inadequate Performance Adequate
Augment
D y n a m ic S y s t e m I n v e s t ig a t io n
Mechatronics K. Craig
Introduction 12
Mechatronics is NOT
Concurrent Engineering
CONCURRENT ENGINEERING
Bridges Design and Manufacturing.
Electrical, Mechanical, Control and Computer Engineers
Operate in Separate Environments.
(vertical integration)
MECHATRONICS
Integration of Electrical, Mechanical, Control, and Computer
Engineering Knowledge
in Both Design and Manufacturing.
(horizontal & vertical integration)
Mechatronics K. Craig
Introduction 13
Mechatronics is NOT
Electromechanics
ELECTROMECHANICS
Design of prime movers: a.c. motors, d.c. motors, solenoids.
Design of generators. Control of motors: commutation
of d.c. motors, startup of a.c. motors.
MECHATRONICS
The synergistic combination of actuators, sensors, control
systems, and computers in the design process.
Mechatronics K. Craig
Introduction 14
Mechatronics is MORE than just
Control Systems
Mechatronics draws heavily on the concepts of control
systems only because they provide a coherent
framework for system analysis.
Mechatronics K. Craig
Introduction 15
Benefits of Mechatronics
Mechatronics is spawning a new breed of
intelligent components and systems that combine
an optimum blend of all available technologies.
• Shorter Development Cycles
• Lower Costs
• Increased Quality
• Increased Reliability
• Increased Performance
• Increased Benefits to Customers
Mechatronics K. Craig
Introduction 16
The Realm of Mechatronics
• High Speed
• High Precision
• High Efficiency
• Highly Robust
• Micro-Miniature
Mechatronics K. Craig
Introduction 17
Mechatronic Design Concepts
Think System !
Mechatronics K. Craig
Introduction 18
Mechatronics Engineer
Mechatronics K. Craig
Introduction 20
Challenge to Industry
• Control Design and Implementation is still the domain of
the specialist.
• Controls and Electronics are still viewed as afterthought
add-ons.
• Electronics and Computers are considered costly additions
to mechanical designs.
• Few engineers perform any kind of modeling.
• Mathematics is a subject not viewed as enhancing one’s
engineering skills but as an obstacle to avoid.
• Few engineers can balance the modeling\analysis and
hardware implementation essential for Mechatronics.
Mechatronics K. Craig
Introduction 21
Industry’s Choices
Mechatronics K. Craig
Introduction 22
OR
Have this happen to your
engineers!
Mechatronics K. Craig
Introduction 23
Industry’s Bottom Line
Mechatronics K. Craig
Introduction 24
Mechatronics at RPI
Introduction to
RPI Mechatronics Engineering Design School of Engineering
Courses: Sophomore Course Capstone Design Courses
Graduate & Undergraduate 1000 students / year and Student Projects
100 students / year 500 students / year
RPI
Portal to Industry: Math, Science, Engineering
Professional Engineers Mechatronics Integration
Mentoring Across the RPI Curriculum
Professors and Students Teaching NSF Project LINKS
at RPI PDI Program
Laboratory
Mechatronics K. Craig
Introduction 25
Mechatronics Demonstrations
• Spring-Pendulum Dynamic System
• Inverted-Pendulum Dynamic System:
Rotary and Arm-Driven
• Two-Mass, Three-Spring Dynamic System
• Electrodynamic Vibration Exciter
• High-Speed, Micron-Level Positioning System
with Variable Coulomb Friction
• Ball-on-Plate Balancing System
• Hydraulically-Balanced Beam System
• Ball-on-Beam Balancing System
• Drive-Train Friction/Backlash/Compliance Testbed
Mechatronics K. Craig
Introduction 26
Spring-Pendulum Dynamic System
l+r
k
m
θ
Mechatronics K. Craig
Introduction 27
Mathematical Modeling and mr − m ( l + r ) θ 2 + kr + F − mg cos(θ) = 0
t
Analysis of Spring-
(l + r)
θ + 2rθ + g sin(θ) = 0
Pendulum System
sin(u)
sin
Product
1/s 1/s 9.81
Sum Integrate Integrate
Product gravity (m/s^2)
theta acc theta vel
cos(u) Spring Pendulum
cos Product Dynamic System
2
Gain Product
u^2
theta
square
theta position
Product
r
r position
1/s 1/s
Integrate Integrate t
r acc r vel Clock time
Sum
Mechatronics K. Craig
Introduction 28
Dynamic Response of Spring-Pendulum
System
Simulation Results: Initial Conditions theta=0.021 rad, r=0.115 m
0.25
0.2
0.15
angular and radial position (rad or meters)
0.1
0.05
-0.05
-0.1
-0.15
-0.2
-0.25
0 10 20 30 40 50 60
time (sec)
Mechatronics K. Craig
Introduction 29
Inverted-Pendulum
Dynamic System:
Rotary and Arm-Driven
• Brushed DC Motor
• Two Optical Encoders (2000
cpr)
• PWM Servo-Amplifier
• Power Supply
• Pendulum Balancing Control
• Pendulum Swing-Up Control
• Classical, State-Space, and
Fuzzy Logic Control
• Converts between Rotary and
Arm-Driven Systems
• dSpace Real-Time Control
Implementation
Mechatronics K. Craig
Introduction 30
Multi-Mass, Multi-Spring Dynamic System
• Brushed DC Motor with Tachometer
• Optical Encoder with 2000 cpr
• Two Infrared Position Sensors
• Free and Forced Vibrations
• System Behavior below, at, and above resonance
• Dynamic Vibration Absorber
• Physical Significance of Transfer Function Poles and Zeros
• Colocated and Non-colocated Control
• dSpace Real-Time Control Implementation
Mechatronics K. Craig
Introduction 31
44.5N Electrodynamic Vibration Exciter
Mechatronics K. Craig
Introduction 32
Physical Model of Vibration Shaker
Mechatronics K. Craig
Introduction 33
High-Speed, Micron-Level Positioning System
with Variable Coulomb Friction
• Actuators:
• Brushed DC Motor
• Brushless DC Motor
• Stepper Motor with
microstepping
• 80,000 and 144,000 cpr
Optical Encoders
• Coulomb Friction Device
• Variable Inertia
• Direct or Belt Drive
• MatLab Modeling and
Control Design
Environment
• dSpace Real-Time Control
Implementation
Mechatronics K. Craig
Introduction 34
Ball-on-Plate Balancing System
• Two Brushed DC Motors
• Two Optical Encoders
(4000 cpr)
• Touch-screen Resistive
Ball-Position Sensor
• Two PWM Servo-
Amplifiers
• Two Power Supplies
• Disturbance Rejection
• Ball Position Command
Tracking, e.g., line, circle,
figure eight
• dSpace Real-Time Control
Implementation
Mechatronics K. Craig
Introduction 35
• System Converts between
Hydraulically-Balanced Open-Loop Stable and
Beam System Open-Loop Unstable
Configurations
• Two Gear Pumps
• Two Pressure Sensors at
Tank Bases to Determine
Liquid Height
• Potentiometer for Beam
Angle
• Two PWM Servo-
Amplifiers
• Two Power Supplies
• Disturbance Rejection
• Position and Velocity
Command Tracking
• Linear and Nonlinear
Control Techniques
• dSpace Real-Time Control
Implementation
Mechatronics K. Craig
Introduction 36
• Brushed DC Motor
Ball-on-Beam • Beam Sensors:
Balancing System Optical Encoder,
Tachometer,
Potentiometer
• Ball Sensors:
Ultrasonic,
Potentiometer,
Phototransistor
• PWM Servo-
Amplifier
• Power Supply
• Disturbance
Rejection
• Ball Position
Command Tracking
• dSpace Real-Time
Control
Implementation
Mechatronics K. Craig
Introduction 37
Drive-Train
Friction/Backlash/Compliance
Testbed
Mechatronics K. Craig
Introduction 38
Mechatronic System Case Studies
• Thermal System Closed-Loop Temperature
Computer Control
• Pneumatic System Closed-Loop Position
Computer Control
• Stepper Motor Open-Loop and Closed-Loop
Computer Position Control
• DC Motor Closed-Loop Speed Control
• Analog Control
• Digital Control with Embedded Microcontroller
• Magnetic Levitation System
• MR Fluid Rotary Damper System
Mechatronics K. Craig
Introduction 39
Two-Person Mechatronics
Laboratory Station
• Pentium Computer
with MATLAB,
Electronics
Workbench, and
Working Model
• Function Generator
• Digital Oscilloscope
• Multimeter
• Powered Protoboard
• Microcontroller
• Assorted analog /
digital sensors,
actuators and
components
Mechatronics K. Craig
Introduction 40
Blue Earth Micro 485 Specifications
Mechatronics K. Craig
Introduction 41
Thermal System Closed-Loop
Temperature Control
• aluminum plate
• thin-film resistive heater
• ceramic insulation
• conduction and convection
heat transfer
• AD590 temperature sensor
• microcontroller
• on-off closed-loop control
with relay
• support analog electronics
Mechatronics K. Craig
Introduction 42
Pneumatic System Closed-Loop Position
Control
• 3/4” bore, double-acting, non-
rotating air cylinder
• linear potentiometer to measure
mass position
• 30 psig air supply
• two flow-control valves
• two 1/8”ported, 3-way, spring-
return, two-position
solenoid valves
• Darlington switches to
energize solenoids
• microcontroller
• on-off, modified on-off, PWM
closed-loop control
Mechatronics K. Craig
Introduction 43
Schematic of Pneumatic Servomechanism
Pneum atic Positioning Closed-Loop Control System Power
Supply
Supply Air
30 psig
Valve A Valve B
Manual Flow Control Valves Darlington
Switches
Piston Shaft
A Cham ber 1 Piston B Mass
Cham ber 2
Actuator
3/4 Inch Bore, Double-Acting,
Non-Rotating Air Cylinder
5 Volts
Linear Potentiom eter
4-Inch Stroke
Mechatronics K. Craig
Introduction 44
Stepper Motor
Open-Loop and Closed-Loop Control
• stepper motor
• optical encoder
• microcontroller
• electronics to interface the
microcontroller to the
motor and encoder
• full-step and half-step
operation
• control via a Quad-Darlington
IC
• control via a step-motor-driver
IC
• programming in Basic or C
Mechatronics K. Craig
Introduction 45
Stepper Motor System
Design:
Ink-Jet Printer
Application
Mechatronics K. Craig
Introduction 46
DC Motor Closed-Loop Speed Control
• Permanent-magnet brushed
DC motor
• integral analog tachometer
• aluminum disk load inertia
• PWM power amplifier
• 24-volt, 4-amp power supply
• analog control design and
implementation:
lead, lag, lead-lag
Mechatronics K. Craig
Introduction 47
Microcontrol Motor-Speed-Control Testbed
• Two embedded microcontrollers
from MicroChip Inc. configured
for: 3 channel 8-bit analog /
digital (A/D) acquisition , 10-bit
pulse-width-modulated (PWM)
drive, serial communication to
PC, general purpose digital I/O
• High power H-bridge for output
stage of pulse-width-modulated
(PWM) driver (for d.c. motors)
• Hex keypad for data entry
• Liquid crystal display (LCD)
for data display
• Analog electronics (op amps) for
measuring tachometer and input
reference signal
Mechatronics K. Craig
Introduction 48
Magnetic Levitation System
• Magnetically-levitated 1/2”-
diameter steel ball
• electromagnet actuator: 1/4”
steel screw with
3000 turns of 26-
gauge wire
• gap sensor: infra-red diode
emitter and
phototransistor
detector
• TIP-31, NPN, bipolar transistor
as a current amplifier
• ±15 volt, +5 volt power supply
• analog lead controller design
and implementation
Mechatronics K. Craig
Introduction 49
Schematic Of
Magnetic Levitation System
IR L ED
C ont rollers
& Po wer
A mplifier
Obje ct
Device Schematic
Mechatronics K. Craig
Introduction 50
Mechanical System Digital Speed Control
using DC Motor with MR Fluid Brake
• MR Fluid Rotary
Damper
• Brushed DC Motor
with Gearbox
• Motor Tachometer
• Shaft Potentiometer
• Current Controller
• PWM Power Amplifier
• 24-Volt, 4-Amp Power
Supply
• AC/DC Adapter
• Pulley / Arm Attached
to MR Fluid
Brake
• Microcontroller with
D/A Converter
Mechatronics K. Craig
Introduction 51
All these systems are
industrially relevant and require
a complete dynamic system
investigation with a balance
between modeling / analysis and
hardware implementation.
Only a Mechatronics
engineer can accomplish
this!
Mechatronics K. Craig
Introduction 52
Mechatronics
Exercise Examples
• Analog Electronics: Time Response,
Frequency Response, Loading Effects
0.9
0.8
Vout 1 0.7
=
Vin RCs + 1 0.6
Amplitude
0.5
0.4
Resistor 15 KΩ 0.3
0.2
Vin Vout 0.1
Capacitor 0.01 µF
0
0 1 2 3 4 5
Time (sec)
Time Constant τ = RC
Mechatronics K. Craig
Introduction 54
Frequency Response
0
0
-20
-5
Phase (degrees)
-40
-10
Gain dB
-60
-15
-80
-20
-100 2
-25 2 3
3 4 5 10 10
10 10 10 10
Frequency (ra
Frequency (rad/sec)
Bandwidth = 1/τ
Mechatronics K. Craig
Introduction 55
Analog Electronics:
Loading Effects
Vin RCs + 1
Zin = = Input Impedance
i in i out = 0
Cs
RC Low-Pass Filter
Mechatronics K. Craig
Introduction 56
Vout FG 1 IJ FG 1 IJ
Vin
≠ G (s)1− unloaded G (s) 2 − unloaded =
H
RCs + 1 K H RCs + 1K
Vout
= G (s)1−loaded G (s) 2 − unloaded
Vin
F I
F 1 IJ GG 1 JJ FG 1 IJ
Resistor 15 KΩ Resistor 15 KΩ
=G
Vin Vout H RCs + 1K G 1 + Z out −1 JK H RCs + 1K
Capacitor 0.01 µF Capacitor 0.01 µF
H Z in − 2
1
=
bRCs + 1g + RCs
2
Mechatronics K. Craig
Introduction 57
Space Station Solar Alpha Rotary Joint:
Physical System and Physical Model
Rotor
Stator Gear Solar
Train
Array
Inboard
B ody
Outbo
ard
Body
+x
R L
Stator Solar
im + Array
+ Rotor
Vin eb Jm θm
-
K1 K2
- +x
N:1 Job Jsa
Gear Ratio B1 B2 Td
Stator θm
′
mechanically θ ob θ sa
grounded
Mechatronics K. Craig
Introduction 58
Solar Alpha Rotary Joint
Mathematical Model
LM 0 0 0 1 0 0 OP L 0 OP
LMθ ′ OP M 0 0 0 0 1 0 P L θ′ O M
0
MMθ PP MM −0K
m
M P 0
1 P Mθ P M
m
0 PP
ob
0
K1
0 0
− B1
0
B1 P ob
0 P M θ P M NK
M 0 0
P L i O
MMθθ′ PP = MM N J
1
0
sa 2
N 2J m N 2J m N 2J m P MMθ ′ PP + M N J
sa t
0 PM P
m
NT Q
M P
m
MMθ PP MM JK B P
2
− K1 − K 2 K2 B1 − B1 − B2
Mθ P M 0
m m m d
0 P
J PM P
1 2
MNθ PQ MM 0
ob
ob J ob J ob J ob J ob
− B P MN θ PQ M 0
ob
ob
M 1 P
P J PQ
K2 − K2 B2
sa
MN J sa J sa
0
J sa J PQ
sa
2 sa
N sa
Mechatronics K. Craig
Introduction 59
Frequency Response Plots: Input im
0
θ ob
θ′m
Gain dB
-200
θ sa
-400 -1 0 1 2
10 10 10 10
Frequency (rad/sec)
360
φD θ sa
0
θ′m
-360 θ ob
-1 0 1 2
10 10 10 10
Mechatronics K. Craig
Introduction 60
Time Response: im = cos(0.6t)
0.02
0.018
θ sa
0.016
0.014
0.012
Amplitude
0.01
0.008 θ ′m
0.006 θ ob
0.004
0.002
0
0 5 10 15 20 25
Time (secs)
Mechatronics K. Craig
Introduction 61
Electrohydraulic Valve-Controlled
Servomechanism
Mechatronics K. Craig
Introduction 62
Nonlinear Model
ELECTROHYDRAULIC VALVE-CONTROLLED SERVOMECHANISM
Qcl
input To Workspace2
To Workspace6 Qcr
Xv - Xc Positive To Workspace3
Xv Command Xv - Xc Positive Pcl Qcl Qcl
Xv - Xc Pos
Xv Step Command Xc Xv - Xc Negative Xv - Xc Neg
Xv - Xc Negative Pcr Qcr Qcr
Controller
Flow
Xc
To Workspace1
Pcl
To Workspace4
time
Clock To Workspace
Mechatronics K. Craig
Introduction 63
Linear Mathematical Model
V0 dp cl ,p dx C ,p
cC x
x v ,p − C p p cl ,p h −
M B dt
c h
− K pl p cl ,p − p cr ,p = A p
dt
V0 dp cr ,p dx C ,p
c−C x
x v ,p − C p p cr ,p h −
M B dt
c h
+ K pl p cl ,p − p cr ,p = − A p
dt
dx C ,p d 2 x C ,p
cp cl ,p − p cr ,p h
Ap − B
dt
+ f U ,p = M
dt 2
Mechatronics K. Craig
Introduction 64
Linear Model
Pcl_l
To Workspace1
Cp Sum5
Mechatronics K. Craig
Introduction 65
Take the Laplace Transform of these linear equations and
derive six useful transfer functions relating the two inputs, xv
and fU, to the three outputs, pcl, pcr, and xC.
LM V s + M cK
0 B pl + Cp h − K pl OP
A ps
MM C M x B Cx Cx PP LM p OP LMx OP
MM K c
− V0s − M B K pl + C p h A ps
PP
cl v
MMpx PP = MMxf PP
pl
cr v
C Cx M B C
MM −A
x
Ap Ms + BsP
2
x
N C Q N Q U
N
p
PQ
Mechatronics K. Craig
Introduction 66
One of these transfer functions is:
xC
xv
s = af F K
s2 2ζs IJ
GH s 2+
ωn ωn
+1
K
2C x A p
K=
where c
2A 2p + B C p + 2 K pl h
ωn =
c
M B 2A 2p + B C p + 2 K pl h
MV0
B+
FG 2M M IJ K + FG M M IJ C
H V K H V K
B B
pl p
ζ= 0 0
2A + BcC + 2 K h
M MB 2
2 p p pl
V 0
Mechatronics K. Craig
Introduction 67