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Full download Control Basics for Mechatronics John Billingsley file pdf all chapter on 2024
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Control Basics for
Mechatronics
Mechatronics is a mongrel, a crossbreed of classic mechanical engineering, the rela-
tively young pup of computer science, the energetic electrical engineering, the pedi-
gree mathematics and the bloodhound of Control Theory.
All too many courses in control theory consist of a diet of ‘Everything you could
ever need to know about the Laplace Transform’ rather than answering ‘What hap-
pens when your servomotor saturates?’ Topics in this book have been selected to
answer the questions that the mechatronics student is most likely to raise.
That does not mean that the mathematical aspects have been left out, far from it.
The diet here includes matrices, transforms, eigenvectors, differential equations and
even the dreaded z transform. But every effort has been made to relate them to practi-
cal experience, to make them digestible. They are there for what they can do, not to
support pages of mathematical rigour that defines their origins.
The theme running throughout the book is simulation, with simple JavaScript
applications that let you experience the dynamics for yourself. There are examples
that involve balancing, such as a bicycle following a line, and a balancing trolley that
is similar to a Segway. This can be constructed ‘for real’, with components purchased
from the hobby market.
Control Basics for
Mechatronics
John Billingsley
MATLAB ® is a trademark of The MathWorks, Inc. and is used with permission. The MathWorks
does not warrant the accuracy of the text or exercises in this book. This book’s use or discussion of
MATLAB ® software or related products does not constitute endorsement or sponsorship by The
MathWorks of a particular pedagogical approach or particular use of the MATLAB ® software.
Reasonable efforts have been made to publish reliable data and information, but the author and
publisher cannot assume responsibility for the validity of all materials or the consequences of
their use. The authors and publishers have attempted to trace the copyright holders of all material
reproduced in this publication and apologize to copyright holders if permission to publish in this
form has not been obtained. If any copyright material has not been acknowledged please write and
let us know so we may rectify in any future reprint.
Except as permitted under U.S. Copyright Law, no part of this book may be reprinted, reproduced,
transmitted, or utilized in any form by any electronic, mechanical, or other means, now known
or hereafter invented, including photocopying, microfilming, and recording, or in any information
storage or retrieval system, without written permission from the publishers.
For permission to photocopy or use material electronically from this work, access www.copyright.
com or contact the Copyright Clearance Center, Inc. (CCC), 222 Rosewood Drive, Danvers, MA
01923, 978-750-8400. For works that are not available on CCC please contact mpkbookspermissions@
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Trademark notice: Product or corporate names may be trademarks or registered trademarks and are
used only for identification and explanation without intent to infringe.
DOI: 10.1201/9781003363316
Typeset in Times
by codeMantra
v
vi Contents
Chapter 13 Observers............................................................................................. 87
13.1 Introduction.............................................................................. 87
13.2 Laplace and Heaviside.............................................................. 87
Contents vii
13.3 Filters........................................................................................ 88
13.4 The Kalman Filter.................................................................... 89
13.5 The Balancing Trolley Example............................................... 89
13.6 Complementary Filtering......................................................... 91
13.7 A Pragmatic Approach............................................................. 91
ix
x Preface
A link will be copied into the buffer and it can be pasted into your browser. Some QR
readers will let you launch the link directly.
For Windows users, to launch the Camera app, just type ‘camera’ into the search
box at the bottom of your screen. When it launches, you will see a bar on the right:
Unzip the folder to any convenient place on your drive, then look for the file sim.htm
inside it. Clicking it will launch a browser page in which you can insert the name of
any of the simulations.
John Billingsley
2023.
MATLAB® is a registered trademark of The Math Works, Inc. For product informa-
tion, please contact:
The Math Works, Inc.
3 Apple Hill Drive
Natick, MA 01760-2098
Tel: 508-647-7000
Fax: 508-647-7001
E-mail: info@mathworks.com
Web: http://www.mathworks.com
Author
John Billingsley is Professor of Mechatronic Engineering at the University of
Southern Queensland, Australia.
xiii
1 Why Do You Need
Control Theory?
Abstract
Control theory is not just about gadgets. It underpins the behaviour of all dynamic
systems, from a nation’s economy to the response of a plant to sunshine. It is the study
of time itself. But here those aspects have been singled out that relate to the control of
devices, mechatronics.
Differential equations govern the way that one property can determine the rate of
change of another. A computer can be set up to mimic those equations, to simulate the
way that a system will behave.
Control theory is not just about gadgets. It underpins the behaviour of all dynamic
systems, from a nation’s economy to the winding of a climbing honeysuckle plant.
It is the study of time itself. But in this book the aspects have been singled out that
relate to mechatronics.
The world is now full of gadgets that owe their operation to embedded microcon-
trollers. The topic with that rather cumbersome name of ‘mechatronics’ embraces
their mechanical construction, the electronics for sensors of what is happening, more
electronics for applying drives to motors and such, plus the software needs of the
microcontrollers themselves.
But that is not all. The software must have a strategy for weighing up the evi-
dence of the sensors, to determine what commands should be sent to the outputs.
The designer must have an understanding of control theory, the essence of this book.
Over half a century ago, it was realised that there was a more direct way to look
at dynamic systems than the frequency domain, with its dependence on poles, zeroes
and complex numbers. This was the state space approach. It is the magic key to the
construction of simulations that will let us visualise the effect of any control strategy
that we are considering applying. Of course, those transforms do have their uses, but
they run into problems when your system has nonlinearities such as drive constraints.
But do not be dismissive of the mathematics that can help us to understand the
concepts that underpin a controller’s effects. When you write up your control project,
the power of mathematical terminology can lift a report that is about simple prag-
matic control, to the status of a journal paper.
DOI: 10.1201/9781003363316-1 1
2 Control Basics for Mechatronics
Today everyone expects a float inside the cistern to do that for you automatically –
you can flush and forget.
The technology that turned a windmill to face the wind needed more ingenuity.
These were not the massive wind turbines of today, but the traditional windmills for
which Holland is so famous. They were too big and heavy to be rotated by a simple
weathervane, so when the millers tired of lugging them round by hand, they added a
small secondary fan to do the job. This was mounted at right angles to the main rotor,
to catch any crosswind. With gearing it could slowly crank the whole mill around, in
the necessary sense to make it face the wind.
Today we can easily simulate either of these systems, but it is most unlikely that
any mathematical analysis was used in their original design. The strategies grew out
of a simple understanding of the way that the systems would behave.
Take a rest from reading and try a simple experiment. You will need two garden
canes, about a metre long, and four tapered disposable drinking mugs. Tape the cups
together in pairs, in one case mouth to mouth, in the other by joining the narrower
closed ends. You now have two rollers, one bulging in the middle, the other with a
narrow waist as in Figure 1.1.
Prop up one end of the canes, so that side by side they make a sort of inclined
railway track. In turn, put one of your rollers at the top of the track and watch it roll
down. Which one makes it to the bottom without falling off the side?
This is the technique used to keep a railway carriage on the rails. Unlike a toy
train set, the flanges on the wheels should only ever touch the rails in a crisis. The
control is actually achieved by tapering the wheels, as shown in Figure 1.2. Each pair
of wheels is linked by a solid axle, so that the wheels turn in unison.
To see how this works, suppose that the wheels are displaced to the right. The right-
hand wheel now rolls forward on a larger diameter than the left one. The right-hand
wheel travels a little faster than the left one and the axle turns to the left. Soon it is
rolling to the left and the error is corrected. But as we will soon see, the story is more
complicated than that. As just described, the axle would ‘shimmy’, oscillating from
side to side. In practice, axles are mounted in pairs to form a ‘bogey’. The result is a
control system that behaves as needed without a trace of electronics.
The moral is that stability of a mechatronic system can often be aided by inge-
nious mechanical design. But for mechatronic control we will be concerned with
feedback. We will use sensors to measure what the system is doing now and apply
control to actuators to make it do what we want it to. This can lead to stability prob-
lems, so a large body of theory has been built up for linear systems. There is more
about this at the end of the chapter.
Unfortunately, few real systems are truly linear. Motors have limits on how hard
they can be driven, for a start. If a passenger aircraft banks at more than an angle of
thirty degrees, there will probably be complaints if not screams from the passengers.
Methods are needed for simulating such systems, for finding how they respond as a
function of time.
domain is filled with complex exponentials, discrete-time solutions just involve pow-
ers of a parameter – though this may be a complex number, too.
By way of an example, consider your bank overdraft. If the interest rate causes it
to double after m months, then after further m months it will double again. After n
periods of m months, it will have been multiplied by 2n. We have a simple solution for
calculating its values at these discrete intervals of time.
To calculate the response of a system and to assess the effect of discrete-time
feedback, a useful tool is the z-transform. This is usually explained in terms of the
Laplace transform, but its concept is much simpler.
In simulating an integrator, when we calculate the new value of a state variable
x from its previous value and the input u, we might have a line of code of the form
x = a*x + b*u
Of course, this is not an equation. The x on the left is the new value while that on the
right is the old value. But we can turn it into an equation by introducing an operator
that means next. We denote this operator as z.
So now
zx=ax+bu
or
bu
x=
z−a
In later chapters all the mysteries will be revealed, but before that we will explore the
more conventional approaches.
You might already have noticed that I prefer to use the mathematician’s “we”
rather than the more cumbersome passive. Please imagine that we are sitting shoul-
der to shoulder, together pondering the abstruse equations that we must inevitably
deal with.
Hopsomer, 134
Houtsager, 139
Houtse, 246
Houvenaghel, 134
Hovekerke, 115
Hrodbercht, 155
Hrodger, 155
Hrodmar, 155
Hrodwolf, 162
Hrudigar, 155
Hrudolf, 162
Hugibercht, 148
Hugo, 230
Hulst, 51, 77
Hulstaert, 144
Humbrechtshausen, 109
Huvaert, 144
Huyghe, 146
d’Huyvetter, 137, 139
Hwytyngha, 156
Hydrequent, 126
Hylck, 274
Hyltje, 231
Ibrand, 201
Ida, 231
Idisbald, 174
Ids, 239
Idsinga, 239
Idsegahuizen, 37
Idtsken, 132
Ie, 121
Iebe, 212
Iede, 212
Ieme, 212
Igle, 214
IJlst, 14, 20
IJsselstein, 62
Ikele, 214
den Ilp, 63
Ima, 231
Imele, 214
Imma, 231
Immo, 233
Ina, 231
Ingen, 60
Ingham, 128
Inghels, 146
Inghem, 128
Inne, 212
Inse, 214
Inthie, 273
Into, 228
Iperen, Yperen, 74
Ipre, 76
Irmgard, 201
Irmtrude, 201
Irnsum, 36, 38
Isambert, 166
Isanbrecht, 165
Isanbrand, 166
Isangrim, 166
Isanpertesdorf, 166
Isbold, 174
Isbourne, 117
Iserbi, 134
Iserbyt, 142
Isigny, 110
Itjen, 132
Itsje, 231
Iw, 274
Iw Eekez, 258
Jacop soen wilen Jans geheyten van den Bomen Godartssoen van Bruheze, 178
de Jaegher, 140
Jancko, 249
Janssen, 146
Jansje, 213
Jantje-Kaas, 83
Jan van Berlaer natuerlike soen wilen Maes Shogen die hi hadde van Juffrouw
Margrieten van Berlaer, 187, 194
Jan van den Grave wittige soen wilen Jans Comans van Helmont, 187
Jayke, 132
Jean, 211
Jean-Potage, 83
Jekke, 250
Jelken, 132
Jelles, 236
Jellina, 227
Jelse, 216
Jelten, 132
Jeltsje (Jeltje), 184, 215, 216, 217, 225, 227, 231, 250, 285
Jesel, 262
Jeths, 262
Jetske, 223
Jevet, 165
Jeye, 217, 249, 251, 252
Jillardus, 227
Jillert, 227
Jisle, 214
Jisp, 63, 65
Jisse, 212
Jitse, 215
Jitske, 217
Jodserd, 201
John, 211
John-Bull, 83
Jolmer, 285
Jonckheere, 140
de Jong, 137
Jongerlinck, 141
Joosten, 146
Jorna, 236
Jorre, 236
Jorwerd, 86
Jottsje, 285
Jou, Jouke, Jow, Jowke, 212, 215, 274
Joustra, 237
Joute, 214
Jouwerd, 201
Jozef, 150
Juan, 211
Jutte, 192
Jutte dochter Meys van Herzel die dieselve natuerlic gewonnen hadde Corstine
van de Goer, 184, 187
Juust, Juist, 88
Juw, 274
Kaatje, 213
Katlin geheiten van de Donc Marcelys Scillinx wilen spastoirs van Baerle
natuerlike dochter, 184
Keesje, 213
Kei, 210
Keimpe, 212
Kekke, 217
Kensington, 105
Kerckaert, 144
de Ketelaere, 139
de Keyser, 140
Kieldrecht, 72
Kievits, 143
Kike, 250
Kimswerd, 35
Kindt, 141
Kinendale, 117
Knockaert, 144
Knol, 121
de Kock, 140
Koena, 163
Koenbert, 162
Koens, 163
Koentje, 163
Koert, 233
Koestra, 245
Koevorden, 87
Kohlstädt, 113
Kole, 113
Kolhorn, 63
Kolinkhoven, 113
Kolkhuzen, 283
Kölliken, 113
Kollum, 36, 50
Kollumerzwaag, 36
de Koninck, 140
Koning, 137
Kool, 113
Koolsma, 113
Kooltjes, 113
Koornstra, 245
Koos, 211
Kootwijk, 88
Kortrijk, 71, 79
Koudum, 37