Unit 1 - Mechatronics - Handout
Unit 1 - Mechatronics - Handout
ANNA UNIVERSITY
ARIYALUR – 621 731
COURSE HANDOUTS
UNIT I
INTRODUCTION
The concept of Mechatronics is very important today to meet the customer's ever
increasing demands and still remain competitive in the global market.
System
Measurement System
All mechatronic devices consist of various systems in which some input data are
given to get specified output. A system can be treated as a black box having an input and
output as shown in Figure. For example, an electric heater may be thought of as a
system which has its input as electric power and output as heat as shown in Figure.
A measurement system involves the precise measurement and display/recording of
physical, chemical, mechanical, electrical or optical parameters. It provides a means of
describing natural phenomena in quantitative terms. It has as its input the quantity being
measured and its output the value of that quantity. Measurement system provides the input
to the control systems of mechatronics. A generalized measurement system comprises of
a sensor/transducer, signal processor and a display/recording device shown in Figure 1.4
(i) Sensor or Transducer:
Sensor or transducer is a device which converts a physical quantity, property or
condition into output, usually electrical parameters such as voltage, resistance or
capacitance. For example, a thermocouple is a sensor which converts changes in
temperature into a voltage.
Measurement system
(ii) Signal processor
Signal processor or conditioner receives the output signal from sensor or
transducer and manipulates or processes it into a suitable input signal to control system.
Signal processor performs filtering and amplification functions. For example, the output
from the thermocouple is very small voltage, therefore, the amplifier increases the
magnitude of the voltage and the A/D (analogue to digital) converter changes the
analogue voltage signal to a coded digital signal.
(iii) Display or recording device
Recorder records the output from signal conditioner and the display device gives
the measured variable in visual or quantitative form. For example, LEDs, CRT and LCD
are the examples of display devices which give the measured variable in terms of
numbers.
Example of measurement system: Digital liquict level measuring system
Consider a digital liquid level measuring system in a tank as shown in Figure 1.5.
This system incorporates a float with resistive potentiometer as a sensor which gives
electrical voltage as output depending upon the liquid level in the tank. Signal processor
involves: an amplifier which increases the small voltage into higher voltage, A/D
converter which converts analogue voltage to a digital signal and digital decoder (DD)
decodes the digital data into readable format to display. LEDs display the value of liquid
level in terms of specific quantity.
Control Systems
A control system in mechatronics refers to a group of physical components.
Connected or related in such a manner to command or direct or regulate itself or another
system. The physical components may be of electrical, mechanical, hydraulic, pneumatic,
thermal or chemical in nature.
time and then automatically it get switched OFF and ejects the bread. Here, there is no
feedback of data whether the bread is toasted properly or not.
Bread toaster (Open-loop) control system
Closed-Loop Control Systems
Closed-loop system uses on a feedback loop to control the operation of the system.
In closed loop or feedback control, the controller notices what actually takes place at the
output end and it drives the plant in such a way as to obtain the desired output. Closed-
loop control systems are the type most commonly used because they respond and move
the loads they are controlling quicker and with greater accuracy than open-loop systems.
The reason for quicker response and greater accuracy is that an automatic feedback
system informs the input that the desired movement has taken place.
Elements of closed loop system
The basic layout of a feedback or closed-loop control system is shown in Figure
The essential elements of this system are given below.
1. The plant is the system or process through which a particular quantity or condition
is controlled. It is also called controlled system.
2. Measuring unit: Sensors, estimators and signal conditioners are the part of
measuring unit.
3. The control elements are components needed to generate the appropriate control
signal applied to the plant. These elements are also called "controller.
4. Comparison element or Error junction: Where the desired system outputs and the
measured or estimated outputs are compared to generate the error signal.
5. Error signal is the difference between reference value and measured value.
6. Correction element or actuator: It produces a change in the plant or process to
correct the controlled plant.
7. Feedback elements are components needed to identify the functional relationship
between feedback signal and controlled output.
The working of modern automatic washing machine is explained with the help ofblock
diagram shown in Figure
Step 1: Pre-wash cycle
In this cycle, an electrically operated valve opens to allow cold water into the
drum for a period of time determined by the output from the microprocessor. A level
sensor is used to check whether the drum is filled to the present level. When the water
reaches a preset level, the sensor gives output to the microprocessor which in turn stops
the water supply to the drum by switching off the current to the valve. Now, clothes in
the drum are given a starting wash with cold water. After completing cold wash for preset
time, the microprocessor operates the drain pump to drain the water from drum.
Step 2: Main wash cycle
When the pre-wash is completed, the microprocessor activates an electrically
operated valve to open and allow the cold water into the drum for a period of time. The
level is sensed by a level sensor and the water is shut off when the required level reaches
in the drum. Now, the microprocessor activates the switch to supply current to electric
heater to heat the water for main wash. The temperature sensor gives input to the
microprocessor after reaching particular preset temperature to switch off the current to
the heater. Then the drum motor is activated by the microprocessor to the predetermined
time with slow speed and switched off after completion. Finally, the microprocessor
operates the drain pump to drain the water from the drum
Step 3: Rinse cycle
When the main wash is completed, the microprocessor gives an output for the
rinse cycle, it opens the valve to allow cold water to the drum and it closes when it reaches
Machine vision.
Human-Machine interface
CLASSIFICATION OF MECHATRONICS
Based on the application of basic theories used, mechatronic systems are classified
as follows.
1. Conventional mechatronic systems
2. Microelectromechanical - Micro mechatronic systems (MEMS) and
3. Nano electromechanical - Nano mechatronic systems (NEMS).
The operational principles and basic foundations of conventional mechatronic
systems and MEMS are the same while NEMS can be studied using different concepts
and theories. In particular, the designer applies classical mechanics and electromagnetics
to study conventional mechatronic systems and MEMS. Quantum theory and nano electro
mechanics are applied for NEMS (refer Figure 1.18).
MEMS products not only contain micro machined components but they typically
include electronic signal conditioning circuits, self-testing and calibration. Also, they are
packaged with all required I/O ports and terminals. MEMS products represent completely
autonomous miniaturized systems which are capable of performing specified sensing and
actuation functions in themselves or acts as subsystems in larger products.
15. Hysteresis
Hysteresis is defined as the maximum difference in output for a given input when
this value is approached from the opposite direction. It is a phenomenon which shows
different output when loading and unloading. Simply, hysteresis means that both loading
and unloading curves do not coincide. that the deviation of unloading from loading
condition due to hysteresis effect.
16. Linearity
Linearity of a sensor refers to the output that is directly proportional to input over
its entire range so that the slope of a graph of output versus input describes a straight line.
If the response of a system to input A is output X and the response to input B is output Y,
then the response to input C (input A+ input B) will be output D(-output X+output Y).
17. Non Linearity
Non-linearity of a sensor refers to the output that is not proportional to input over
its entire range so that the slope of a graph of output versus input describes a curve. Non-
linearity error is the deviation of output curve from a specified straight line .
Linear potentiometer
V out =( k1 -k2)sin( t)
Positive or negative displacements are determined from the phase of V out
Applications
LVDT can be used to measure the displacement, deflection, position and profile
of a work piece.
Advantages
(i) It is relatively low cost due to its popularity
(ii) It is solid and robust capable of working in a wide variety of environments
(iii) There is no friction resistance since the iron core does not contact the transformer
coils thereby resulting in an infinite (very long) service life
(iv) High signal to noise ratio and low output impedance can be obtained (v) It has
negligible hysteresis
(v) It has short response time, only limited by the inertia of the iron core and the rise
time of the amplifiers
(vi) There is no permanent damage to the LVDT if measurements exceed the
(vii) designed range
(viii) It can operate over a temperature range of-265°C to 600°C
(ix) It is has high sensitivity up to 40 V/mm
(x) It has less power consumption (less than 1W)
Disadvantages
(i) The performance of these sensors is likely affected by vibration etc
(ii) Relatively large displacements are required for appreciable output
(iii) It is not suitable for fast dynamic measurements because of mass of the core
(iv) It is inherently low in power output
CAPACITANCE SENSORS
A transducer that uses capacitance variation is known as capacitance sensors. The
elastic deflection of a membrane due to the applied force is detected by a capacitance
variation. A highly sensitive displacement and proximity transducers can be constructed
because the capacitive transducer senses very small deflections accurately. Capacitive
sensors can directly sense a variety of things such as motion, displacement, chemical
composition, electric field and indirectly sense many other variables which can be
converted into motion or dielectric constant such as pressure, acceleration, fluid level and
fluid composition.
A capacitance sensor consists of two metal plates separated by an air gap. The
capacitance C between terminals is given by the expression
C = Capacitance in Farads (F) & Relative dielectric constant of the insulator &
Dielectric constant of free space
A=Overlapping area for the two plates
h = Thickness of the gap between two plates
Different forms of capacitive sensor are shown in Figure 1.29where one plate of
the capacitor is placed inside a probe which is sealed in an insulator and the external target
object forms the other plate of the capacitor. The operating principle is based on either
the geometry (i.e. the distance d) or capacitance variations in the presence of conductive
or dielectric materials. Distance variation of parallel plates [Figure a] is often used for
proximity or motion detection if the distance change (d) is less than the plate size.
Transverse displacement is easily detected by overlap or under lap areas of the parallel
plates [Figure(b)]. In the distance variation motion detectors, when displacement
increases to the dimension of the plates, the measurement accuracy suffers from vanishing
a signal level.
Different forms of capacitive sensor
Area variation is then preferred. As these plates slide transversely, the capacitance
is changed linearly with motion. Quite long excursions are possible with good linearity
but the gap needs to be small and well-controlled. It is used as proximity sensors.
Capacitive sensors can detect metallic or nonmetallic objects, liquids or any object with
a dielectric constant greater than air. The dielectric object is kept between plates shown
in Figure(c). As the dielectric object moves between plates, the capacitance changes
linearly with motion
While using two plates capacitive sensor, there is a non-linear relationship
between displacement and the change in capacitance exists. It can be overcome by using
three plates capacitive sensor called push-pull displacement sensor. In this type, the upper
pair of plates forms one capacitor and the lower pair forms another capacitor shown in
Figure. When the central plate moves upward, the separation of upper pair is decreased
and the separation of lower pair is increased. Therefore, the capacitance of a parallel
plate capacitor is given by
STRAIN GAUGES
A strain gauge is an example of passive transducer that converts a mechanical
displacement into a change of resistance. It is a thin, wafer-like device which can be
attached to a variety of materials by a suitable adhesive to measure the applied strain. As
the structure is stressed, the resulting strain deforms the strain gauge attached with the
structure. It causes an increase in the resistivity of the gauge which produces an electrical
signal proportional to the deformation. The strain gauge displacement sensor consists of
a structure attached with the strain gauge that elastically deforms when subjected to a
displacement shown in Figure (a).
The target material must be at least three times thicker than the effective depth of the
eddy currents to make the transducer successful because the transducer assumes that
the eddy currents are localized near the surface of a semi-infinite solid and the actual
eddy current amplitude decreases quadratically with distance.
Applications
Since it is a non-contact device, it is suitable for higher resolution measurement
applications. The device is used for finding out the position of an object that is
conductive in nature. Various applications are as follows.
(i) Position measurement
Since the output of an eddy current transducer represents the size of the distance
between transducer and conductor, the device can be calibrated to measure the position
or displacement of the target. Thus, it can be applicable in monitoring or sensing the
precise location of an object such as a machine tool. It can also be used to locate the
final position of precise equipment such as a disk drive.
(ii) Vibrating motion measurement
The device is also suitable for finding the alternate positions of a vibrating
conductor. Since a contact device is impracticable for this application, a non-contact
device such as eddy current transducer is highly recommended. Thus, it can be
applicable in measuring the distance of a shaft from a reference point or the to-and- fro
movement of vibrating instruments.
Advantages
(i) It is compact in size
(ii) Cost is low
(iii) Reliability is high
(iv) It produces high frequency response
(v) Sensitivity for small displacement is high
(vi) It is insensitive to material in the gap between transducer and conductor
Disadvantages
(i) The result will be precise only if the gap between transducer and conductor is small.
(ii) The device cannot be used for finding the position of non-conductive materials
(iii) There always occurs a non-linear relationship between distance and
impedance of the active coil of the device
(iv) The device is highly temperature sensitive
VH
KH = IB / t
where
K is the Hall coefficient
t is the thickness of the Hall element
The Hall element is the basic magnetic field sensor. It requires
the signal conditioning to make the output usable for most applications. The
signal conditioning electronics needed are amplifier stage and temperature
compensation. Voltage regulation is needed when operating from an
unregulated supply. Figure illustrates a basic Hall Effect sensor.
1. Bimetallic strips
2. Resistance temperature detectors (RTDs)
3. Thermistors
4. Thermocouples
5. Thermo diodes and transistors.
1.Bimetallic Strips
Bimetallic strip thermometers are mechanical thermometers. They are widely used in
industry for temperature control because of their robustness, temperature range and
Construction of RTD
RTD elements are usually long, spring-like wires surrounded by an insulator and
enclosed in a sheath of metal for protection. the internal construction of an RTD,
platinum is used as RTD element that is surrounded by a porcelain insulator. The
insulator prevents a short circuit between wire and metal sheath. Inconel, a nickel-iron-
chromium alloy is normally used in manufacturing the RTD sheath because of its
inherent corrosion resistance. When it is placed in a liquid or gas medium, the Inconel
sheath quickly reaches the temperature of the medium. The change in temperature will
cause the platinum wire to heat or cool thereby resulting a proportional change in
resistance. This change in resistance is then measured by a precision resistancemeasuring
device which is calibrated to give the proper temperature reading. This device is
normally a bridge circuit.
Advantages of RTDs
It is suitable for measuring high temperatures
It has high degree of accuracy
It ensures good stability and repeatability
It does not need a reference temperature junction
Disadvantages of RTDs
Size is more than the thermocouple
Power supply is required
It needs auxiliary apparatus to get required form of output
Resistance element is more expensive than a thermocouple.
There is a possibility of error due to self-heating and thermo-electric effect of the
resistive element
3.Thermistors
Thermistor is a word formed by combining thermal with resistor. Thermistors
such as RTDs are temperature sensitive resistors. Thermistors are non-linear devices.
Their resistance will decrease with an increase in temperature but at a much faster rate
than that of RTDs. The resistance can change by more than 1000 times. As a result,
thermistors can sense minute changes in temperature which are undetected by RTDs and
thermocouples. The basic equation is given by
Thermistors
There are two types of thermistors based on the lead attachment: 1. Beads and 2.
Metallized surface-contact. Bead types have platinum wires sintered into a ceramic body
(bead) as shown in Figure (a). Metallized surface-contact thermistors are called chips or
flakes. In contrast to bead types, leads are not sintered directly into the ceramic, Instead,
the sintered ceramic is coated with a metallic contact shown in Figure (b). Either thechip
manufacturer or user attaches leads to this contact. One advantage of chip thermistors over
bead types is that chips are easily trimmed by cutting or grinding. Thus, they are easy to
match and therefore, they are interchangeable. While matched bead thermistors are
available, they cost more than interchangeable chips.
Thermistors can be classified into two types depending on the temperature
coefficient of resistance (k). If k is positive, the resistance will increase with increasing
temperature and the device is called positive temperature coefficient (PTC) thermistor or
posistor. If k is negative, the resistance will decrease with increasing temperature and the
device is called negative temperature coefficient (NTC) thermistor. NTC thermistors are
mostly used in temperature sensing devices whereas PTC thermistors are mostly used in
electric current control devices.
Thermistors respond quickly to temperature changes and they have a higher
resistance. So, the junction effects are not an issue. Typical accuracies are 1% but the
devices are not linear. They have a limited temperature/resistance range and can be self-
heating. Compared to other sensors, thermistors have a limited measuring range typically
from 80 to 150°C. Also, they can sustain the permanent damage at temperatures above
their specified operating range because they are often made from semiconductors or
sintered mixtures of metal oxides.
Advantages of thermistors
It produces more accurate output and fast
It is suitable for the usage in remote location
It can be manufactured in almost any shape and size
A high degree of accuracy is obtained
Good stability and repeatability are ensured
It has the ability to withstand mechanical and electrical stresses
Disadvantages of thermistors
It produces highly non-linear behavior over its range of operation
It has a limited measuring range Self-heating may occur
Power supply is required
It is fragile in nature
4.Thermocouple
The thermocouple is a device that converts thermal energy into electrical energy.
Thermocouples are very simple and durable temperature sensors. Thermocouples use a
junction of dissimilar metals to generate a voltage proportional to temperature.
Thermocouples are based on the Seebeck effect. ln(1821) , a physicist TJ See back
discovered that "when two conductors of dissimilar metals are joined together to form a
loop and two unequal temperatures are interposed at the junctions, then an emf will exist
between two points A and B which is primarily a function of the junction temperature. It
is known as thermoelectric effect or Seebeck effect. Figure illustrates Seebeck effect
where two dissimilar metals A and B are used. to close the loop connecting junctions at
two different temperatures T1 and T2 The e.m.f. produced is found to be almost linear in
temperature and very repetitive for constant materials. The e.m.f. produced by the
thermocouple loop is approximately given by
E=
Where is the constant in volts/oC and
are the actual and reference temperatures respectively.
Seebeck effect
Table shows different thermocouple junction types and the normal temperature
ranges. Both thermocouples and signal conditioners are commonly available and
relatively inexpensive. They are usually selected based on the temperature range and
sensitivity needed. Thermocouples with low sensitivities (B, R and S types) have
correspondingly lower resolutions. Other selection criteria include the inertness of the
thermocouple material and whether or not it is magnetic. Figure 1.45 shows the
temperature-voltage relationships of some commonly used types of thermocouples.
For convenience of measurement and standardization, one of the two junctions is
usually maintained at a known temperature of reference. The most common reference is
0°C which is the temperature of an ice bath. A 0°C reference insures repeatability and
accuracy because the ice point of water is a constant. A thermocouple can be used with
the reference junction other than 0oC In such case, a correction has to be used before using
the standard table of reference by using thermocouple law called law of intermediate
temperatures.
If two dissimilar materials produce thermal e.m.f. E12 when the junctions are at
and T1 an T2 they produce thermal e.m.f. E23 when the junction are at T2 and T3 , e.m.f.
generated when the junctions are at T1 and T3 will be E12+E23. Figure illustrates the
concept of law of intermediate temperatures.
E13 = E12 + E23
It has wide variety to choose for particular applications It has wide temperature
range
It has the ability to withstand mechanical and electrical stresses.
Disadvantages of thermocouples
It is highly non-linear behavior over its range of operation
It is capable of generating low voltage
It has low stability
Reference source is required
It is least sensitive.
Advantages of IC sensors
It produces almost linear output
It is inexpensive
It produces the highest output
It is compact in size
It produces high accuracy.
Disadvantages of IC sensors It is applicable for the measurement of less than
150°C Power supply is required
It produces slow output
It has the problem of self-heating.
LIGHT SENSORS
A light sensor or detector converts the radiant power. It absorbs into a change of
a device parameter such as resistance, surface charge, current or voltage. Some signal
conditioning electronics may also be needed to convert the basic output from the detector
into a more useful voltage signal. For example, digitization is done by an analog-to-digital
converter (ADC). It may be integrated into the detector or require external components.
There are several types of light sensors in common use. The principles of operation and
characteristics of the most widely used including photo resistor, photodiode and
phototransistor are summarized in this section. These light sensors depend on the
generation of free charge by the absorption of individual photons. This photon-induced
charge causes a change in device resistance in the case of photo resistors or an output
current or output voltage is produced in the case of photodiodes and transistors.
1.Photo Resistor
2.Photodiode
In photo resistors, the rate of generation of electrons and holes pairs by the
absorption of radiation results the increase in free charge and therefore, electrical
conductivity will also increase. In photodiodes and phototransistors, newly generated p-
n pairs separate before they can recombine so that a photon-induced electric current can
be detected. The separation of electrons and holes takes place in the electric field
associated with a P-N junction fabricated in a semiconductor material which is usually
silicon.
Structure of photodiode
The basic structure of a typical silicon photodiode is illustrated in Figure 1.51.
The substrate material is lightly doped n-type silicon. It contributes free electrons to the
conduction band of the silicon leaving the impurity atoms ionized and with a positive
charge. A region of heavily doped p-type silicon is formed on the top face of the substrate.
P-N junction is the boundary surface between p-type and n-type regions. A space charge
or depletion region is formed by the diffusion of mobile charge across the surface between
p-type and n-type silicon. It extends furthest into n-type silicon because it is more lightly
doped than p-type silicon. Any electron hole pairs generated in this region are prevented
from recombining by the presence of the electric field. It sweeps them apart and allowing
them to contribute to the photon generated current. The p-type region is made thin to
allow photons to penetrate into the depletion region.
3.Phototransistor
The phototransistor has a light-sensitive collector-base p-n junction. When there
is no incident light radiation on the transistor, there will be a small collector-to-emitter
current.
When incident light radiation falls on the transistor, a base current is produced
that is directly proportional to the intensity of light. A simple phototransistor light detector
circuit is shown in Figure.
SELECTION OF SENSORS
A number of static, dynamic and other factors must be considered in selecting a
suitable sensor to measure the desired physical parameter. The following factors are
considered while selecting sensors.
1. Accuracy required: It is the difference between measured value and true value.
Accuracy of the sensor should be as high as possible
2. Precision: It is the ability to reproduce repeatedly with a given accuracy. It should
be very high. Error between sensed and actual values should approach zero.
3. Sensitivity: It is the ratio of change in output to a unit change of the input. It
should be chosen to allow sufficient output.
4. Operating range. It is the difference between maximum and minimum value of
the sensed parameter. Sensors should have wide operating range and good
accuracy over the range.
5. Resolution: It is the smallest change in the sensor which can differentiate. Sensors
should have high resolution.
6. Speed response: Time taken by the sensor to respond should be minimum.
Response time should be very less.
7. Reliability: Reliability of the sensor should be high. Mean time to failure (MTTF)
should be high. It results the increased life.
8. Maintenance should also be easy and frequency of maintenance required should
be less over the period.
9. Calibration Sensors need frequent calibration for many reasons. Hence, it should
be easy to calibrate. Drift should be as minimum as possible.
10. Cost: Cost of the sensor should be low.
11. Linearity: Sensor's curve should linear. The percentage of deviation from the
best-fit linear calibration curve should be less
12. Environmental conditions: Sensors should operate over wide environmental
conditions such as temperature, corrosion, pressure, shocks etc.
13. Interfacing: Sensors should be compatible with different instruments for
interfacing.
14. Size and weight: Sensors should have small size and less weight.