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    THE UNIVERSITY OF THE WEST INDIES

    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    ECNG 2005

    LABORATORY & PROJECT DESIGN III

    Lab # 1: DC Motor Static and Dynamic

    Characteristics

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    THE UNIVERSITY OF THE WEST INDIES

    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    1

    Contents

    1. General Information ................................................................................................................ 3

    2. Lab Learning Outcomes .......................................................................................................... 4

    3. Pre-Lab .................................................................................................................................... 4

    3.1. Required Reading Resources .......................................................................................... 4

    3.2. Other Resources .............................................................................................................. 5

    3.3. Pre-Lab Exercise............................................................................................................. 5

    4. In-Lab .................................................................................................................................... 25

    4.1. In-Lab Procedure .......................................................................................................... 25

    List of Figures

    Figure 3.1: DC Motor operation and construction........................................................................ 7

    Figure 3.2: The Motor and Inertial Load Simplified Block Diagram............................................. 9Figure 3.3: Magnetically Induced Force on a DC Motor Armature .............................................11

    Figure 3.4: DC Motor Electric Circuit.......................................................................................... 12

    Figure 3.5: Simplified Open Loop Block Diagram of the DC Motor........................................... 20Figure 4.1: DCMCT Trainer Module and Schematic (Quanser) ..................................................26

    Figure 4.2: Modeling Module of the QICii Software .................................................................. 28Figure 4.3: Locating the Push-Button and the LEDs....................................................................32

    Figure 4.4: Step Response Test Input and Output.........................................................................45

    List of Tables

    Table 3.1: Open-Loop System Nomenclature ............................................................................... 8

    Table 3.2: Modeling Pre-Laboratory Assignment Results .......................................................... 22Table 4.1: QICii Modelling Module Nomenclature..................................................................... 29

    Table 4.2: Default Parameters for the Modelling Module............................................................ 32

    Table 4.3: Motor Resistance Experimental Results...................................................................... 37Table 4.4: Back-EMF Constant Experimental Results ................................................................ 41

    Table 4.5: Module Parameters for the Step Response Test ......................................................... 46

    Table 4.6: Results Summary Table............................................................................................... 52Table 4.7: DCMCT Model Parameter Specifications................................................................... 54

    Table 4.8: DCMCT Sensor Parameter Specifications................................................................ ..56

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    THE UNIVERSITY OF THE WEST INDIES

    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    2

    List of Equations

    Equation 4.1: …………………………………………………………………….………10mt  k k   =

    Equation 4.2:a s

    bG vw

    +=, …………………………………………………………………..…..17

    Equation 4.3:1

    ,+

    = s

    k G vw

    τ …………………………………..………………………………….18

    Equation 4.4:1

    ,+

    = s

     K G

    Td 

    Td T w

    τ ……………………………………………………………………18

    Equation 5.1:1

    )()(

    +=

     s

     s KV  sw m s

    τ …………………………………………………………………..30

    Equation 5.2: h=0.01s …………………………………………………………………………..30

    Equation 5.3:1+

    = sT 

     sw

     f 

    mm

    θ ……………………………………………………………………..30

    Equation 5.4:1, +

    = s

    k G

    vw τ 

    ……………………………………………………………………..45

    Equation 5.5u

     y K 

    Δ

    Δ= …………………………………………………….……………………..46

    Equation 5.6:

    ( )mmm

    meq

    mvw

     R s L R

    k  J 

    k  sG

    +⎟⎟

     ⎠

     ⎞⎜⎜⎝ 

    ⎛ +

    =2,

    )( ……………………………………………….51

    Equation 5.7: )1)(1(

    1

    )( ++=

     s sk  sw em s τ τ  ……………………………………………………..51

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    THE UNIVERSITY OF THE WEST INDIES

    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    3

    ECNG 2005LABORATORY & PROJECT DESIGN III

    http://myelearning.sta.uwi.edu/ Semester II 2008 / 2009

    1.  GENERAL INFORMATION

    Lab #:1

    Name of the Lab:DC Motor Static and Dynamic Characteristics

    Lab Weighting: 10% Estimated total

    study hours1:

    Delivery mode:  Lecture

     Online

      Lab

    Venue for the Lab:

    Lab Dependencies2 The theoretical background to this lab is provided in ECNG2009

    Theoretical content link:1) Sample dynamic systems and their mathematical descriptions: DC

    motor powered servo systems;

    2) Mechanical, thermal and flow systems and state-space representations Pre-Requisites –  ECNG2009

    Recommended

    prior knowledge

    and skills3:

    To undertake this lab, students should be able to:a. Utilize the key mathematical prerequisites for the course: complex

    numbers, polynomial functions, L’aplace Transforms

     b.  Utilize L’aplace Transfer Functions as an effective alternative to

    differential equations for mathematically describing system dynamics

    c.  Obtain the poles and zeros of LTI systems

    d.  Determine the input/output response of Linear Time Invariant (LTI)systems using the L’aplace transfer function

    e.  e.  Discuss why linear model representations are favored for dynamicsystems modelling

    f.  Use block diagrams to represent linear systems 

    1 Estimate includes teaching time, study time, and student preparation time for classes and labs.2 Include any Co-requisites, Post-requisites, or Forbidden course /lab combinations with respective code (C/P/F).3 Lecturers can state lab input requirements in terms of student behaviours.

    http://myelearning.sta.uwi.edu/http://myelearning.sta.uwi.edu/http://myelearning.sta.uwi.edu/

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    THE UNIVERSITY OF THE WEST INDIES

    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    4

    Course Staff Position/Role E-mail 

    Phone 

    Office Office

    Hours

    Lucia Cabrera-Jones Teaching

    Assistant

    2462 322

    Andre Morris Laboratory

    Technician

    3193 Control

    Systems

    Lab

    2.  LAB LEARNING OUTCOMES 

    Upon successful completion of the lab assignment, students will be able to: Cognitive

    Level

    1.  Describe the operation of a DC motor using first principles 2.  Apply first principles to develop a second order linear mathematical

    representation of an armature controlled DC motor that models the effect of

    armature voltage and load torque on motor speed and position. 

    3.  Calculate a simplified first order model of the armature controlled DC

    motor  4.  Utilize the model developed to estimate the static and dynamic

    characteristics of an armature controlled DC motor  

    3.  PRE-LAB

    Due Date:

    Submission

    Procedure:

    Submit to TA 

    Estimated time to

    completion:

    3.1.  Required Reading Resources

    Katsuhiko Ogata, Prentice Hall 1997. Modern Control Engineering (4td Ed) .

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    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    5

    3.2.  Other Resources

    Course Web site: http://www.eng.uwi.tt/depts/elec/staff/copeland/

    3.3.  Pre-Lab Exercise

    3.4.1. Background

    Traditionally,  Servomechanisms  are feedback systems used for controlling mechanicalspeed or position. Typical applications include conveyor belts, consumer equipment drives

    (e.g. video and audio tapes, CDs, DVDs, hard-disc drives), aileron control in air craft, crane

    lifts etc. Servomechanism systems are the most common application of control theory in the

    electrical engineering discipline. In fact, the term is now applied, not just to systems

    employing mechanical elements, but to more general feedback control systems including

     biological ones.

    A servomechanism (or servo) system is comprised of four major components

    1.  A motor (electric, pneumatic or hydraulic) – translates energy into motion2.  Controller and control amplifier – provides control of motion3.  Velocity and position feedback sensors – provides measurement of motion4.  Gearbox or belt/pulley system (optional) – facilitates matching of the motor and load

    characteristics

    The servomotor must be matched to the intended application. Usually the most important

    specification pertains to the level of torque that can be developed over a given range of

    speed. For example, DC motors would be used when a large amount of torque must be

    developed at zero or low speeds (as in passenger electric trains). On the other hand, less

    expensive AC motors are favored for higher speed applications. In both cases, the gearbox or belt/pulley system helps to increase the torque and/or speed range of the motor. The control

    strategy used depends on the precision of control required. Low precision systems may use

    no controls at all (open loop). Feedback increases the level of precision.

    http://www.eng.uwi.tt/depts/elec/staff/copeland/http://www.eng.uwi.tt/depts/elec/staff/copeland/

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    THE UNIVERSITY OF THE WEST INDIES

    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    6

    This lab focuses on the modeling and control of DC motors in servomechanism systems.

    Students will develop a linear model(s) of the motor system that will be later used toderive a prototype control strategy.

    3.4.2 DC Motors

    A DC motor  is used to convert electrical energy to mechanical energy usually in the form of

    rotation or linear motion. Rotational motors are by far the most common. Rotation is effected

    through the magnetic interaction of two systems: the armature and stator systems.

    The armature system is comprised of a winding on a soft iron core coupled to the shaft of themotor. The stator generates a fixed magnetic field that threads the armature system. This can be

    achieved by use of a permanent magnet (permanent magnet DC motor) or an electromagnet

    comprised of a coil (stator field winding) wound on magnetic material. Application of a voltage

    to the armature winding sets up a separate magnetic field which interacts with the field generated

    in the stator system resulting in motion of the armature and shaft. If the armature excitation were

    to be maintained, the shaft would rotate to a steady state position. Continuous rotation can be

    achieved by cleverly switching the armature excitation. Figure 3.1 provides a diagrammatic

    summary of the details discussed above.

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    7

    Typical DC Motor

    Armature system on shaft.

    Commutator segments are shown

    to the left of the shaft

    Stator system

    FIGURE 3.1 DC Motor operation and construction

    (a)The rotating magnet moves clockwise because like poles repel.

    (b) The rotating magnet is being attracted because the poles are unlike.

    (c) The rotating magnet is now shown as the armature coil. Its polarity is switched by the brushes

    and commutator segments to effect continuous motion.

    Source: DC Motor Theory, by Thomas E. Kissell, Industrial Electronics, Second Edition, Prentice Hall

    PT

    In general, DC motors are set up for ARMATURE CONTROL or FIELD CONTROL. For

    armature control, the field current is kept constant while the motor speed is varied by

    changing the armature current; since a constant field current implies a constant magnetic

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    8

    field, permanent magnet DC motors are by nature armature controlled. In field control, the

    armature current is kept constant while the motor speed is varied by variation of the fieldcurrent. Armature control is usually favoured because field control systems have an

    inherently under-damped speed characteristic. Field control systems, however, require less

    control power.

    3.4.3 Pre-Laboratory Assignments:-Modeling the DC Motor from first principles.

    Pre-laboratory Exercises must be completed before the laboratory exercise.

    The following nomenclature is used for the open-loop modeling of the DC motor.

    Table 3.1:-Open-Loop System Nomenclature

    N.B:- The back emf constant k b = k m once we work in S.I units.

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    9

    3.5 Pre-Laboratory Assignments: First Principles

    The motor, inertial load, power amplifier, encoder along with the signal conditioning required to

    obtain estimate velocity is modeled by the Motor and Inertial Load subsystem, as represented in

    Figure 3.2. The block has one input: the voltage to the motor Vm and one output: the angular

    velocity of the motor ωm. Additionally, a second input is also considered: the disturbance torque,

    Td, applied to the inertial load.

    (a)

      N  S

      N  S

    ebea

    Ra La

     Amplifier 

    Vm M

    Jm, bm

    JL, bL

    Inertial and

    viscous load

    ωm

    Motor 

    Gearbox

    ωL

    T

     

    (b)

    Figure 3.2:- The motor and Inertial Load Subsystem: (a) simplified block diagram

    (b) expanded block diagram

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    ST. AUGUSTINE, TRINIDAD & TOBAGO, WEST INDIES

    FACULTY OF ENGINEERING

    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    10

    In the following, the mathematical model for the  Motor and Inertial Load subsystem is derived

    through first principles.

     Motor: First Principles

    1.  In S.I units motor torque constant  k t   is numerically equal to the back-electro-motive-force (back EMF) constant, k m i.e.,

    k t = k m. 4.1

     Note:-This laboratory exercise uses SI units throughout. k m  is used to represent both the torque

    constant and the back-electro-motive force constant.

    Considering a single current-carrying conductor  moving in a magnetic field, derive an

    expression for the torque generated by the motor as a function of current  and an expression

    for the back EMF voltage produced as a function of the shaft speed. You may use Figure 3.3

    in this regard. Show that both expressions are affected by the same constant, as implied in

    relation [4.1]. Explain. 

     Solution:

    0 1 2

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    11

    Figure 3.3: Magnetically induced force on a DC motor armature

    2.  Figure 3.4 is a schematic of the armature circuit of a standard DC motor. Derive therelationship, expressed in the Laplace domain characterizing, between the armature current

    (ia) and voltages (ea, eb).

    0 1 2

    Magnetic

    field

    strength,

    Armature

    Motor

    Armature

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    Lab#1: Modeling the DC Motor from First Principles 

    12

    eb =km  ωmea

    Ra La

    M

    Ia

    Tm

    ωm

    Td

    Jeq

     

    Figure 3.4:- DC Motor Electric Circuit

    3.  Using the previous result determine and evaluate the motor electrical time constant, τ e.

    Assume  that the shaft is stationary. The parameters of the motor are listed in Appendix.1.

    System Parameters 

     Solution: 

    0 1 2

    4.  Assume τ e is negligible and simplify the motor electrical relationship previously determined.What is the simplified electrical equation?

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    13

     Solution: 

    0 1 2

    5.  Determine the equivalent moment of inertia of the motor rotor and the load, assuming n=1 

    since the motor drives the load directly (there is not gear). Neglecting the friction in the

    system, derive from first dynamic principles the mechanical  equation of motion of a DCmotor.

     Solution:

    0 1 2

    6.  Calculate the moment of inertia of the inertial load which is made of aluminum. Also,evaluate the motor total moment of inertia. Assume that the load is a perfect disc i.e. zerothickness and uniformly distributed mass. Resume the system parameter values  J eq , K m and 

     Rm.using the data sheet that is given in Table A.1 

    7.  Solution:

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    14

    0 1 2

    3.5.1 Static Relations

    Modeling by experimental tests on the process is a complement to first principles modeling. In

    this section we will illustrate this by static modeling. Determining the static relations between

    system variables is very useful even if it is often neglected in control systems studies. It is useful

    to start with a simple exploration of the system.

    Answer the following questions.

    1.  Assuming no disturbance and zero friction, derive an expression for the motor maximumvelocity: ωmax. 

     Solution:

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    15

    0 1 2

    2.  Determine the motor maximum current, Imax, and maximum generated torque,Tmax.(Torque /Speed characteristics).Explain. 

     Solution:

    0 1 2

    3.  During the in-laboratory session you will be experimentally estimating the motor resistance Rm. This can be done by applying constant voltages to the motor and measuring thecorresponding current while holding the motor shaft stationary.

    Derive an expression that will allow you to solve for  Rm under these conditions. Explain. 

     Solution:

    0 1 2

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    16

    4.  (Locked Rotor Test) During the in-laboratory session you will be experimentally estimating

    the motor torque constant k m. This can be done by applying constant voltages to the motor andmeasuring both corresponding steady-state current and speed (in radians persecond).Assuming that the motor resistance is known, derive  an expression that will allow

    you to solve for km. Explain 

    What is the effect of the inertia of the inertial load on the determination of the motor constant?

     Solution:

    0 1 2

    3.5.2 Dynamic Models: Open-Loop Transfer Functions

    Answer the following:

    1.  Draw the block diagram and determine the transfer function, Gω,V(s), of the motor fromvoltage applied to the motor to motor speed. Explain

     Hint:

    The motor armature inductance Lm should be neglected. The friction of the motor is so small that

    can be considered as cero.

     Solution:

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    17

    0 1 2

    2.  Express and evaluate Gω,v(s) as a function of the parameters a and b, defined such as:

    ,v

    bG

     s aω 

      =+

      [4.2]

     Solution: 

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    18

    0 1 2

    3.  Express and evaluate Gω,V(s) as a function of the parameters K and τ, defined such as:

    1,

    +=

     s

    k G v

    τ ω 

      [4.3]

     Solution:

    0 1 2

    4.  Determine and evaluate the transfer function, Gω,T(s), from disturbance torque applied to theinertial load to motor speed. Express Gω,T(s) as a function of the parameters  K Td and τTd, as

    defined below:

    , ( ) 1

    Td 

    Td 

     K 

    G sω  τ = +   [4.4]

    Show that τ τ    =Td   

     Solution:

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    Lab#1: Modeling the DC Motor from First Principles 

    19

    0 1 2

    5.  Derive the motor open-loop block diagram clearly showing the effect of all major parameters above (see class notes).

     Solution:

    0 1 2

    6.  Simplify the open-loop block diagram obtained so that it has the block structure depicted inFigure 3.5 HINT: Determine the composite transfer function for the block drawn in 7 above.

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    Lab#1: Modeling the DC Motor from First Principles 

    20

    Vm

    Tdm  

    Figure 3.5:-Simplified Open Loop Block Diagram of the Dc Motor

     Solution:

    0 1 2

    7.  The transfer function Gω,V(s) previously derived is only an approximation since theinductance of the motor has been neglected. Considering the motor electrical time constant

    τe previously evaluated, justify the approximation.

     Solution:

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    Lab#1: Modeling the DC Motor from First Principles 

    21

    0 1 2

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    Lab#1: Modeling the DC Motor from First Principles 

    22

    3.6 Pre-Laboratory Results Summary Table

    Table 3.2 below MUST be completed before you come to the in-laboratory session to

    perform the experiments.

    Question Description Symbol Value Unit

    3.5 Motor First Principles

    3 Motor electrical time constant τe  s

    6 Disc load moment of inertia J1 Kg.m 2

    6 Total moment of inertia Jeq  Kg.m 2

      3.5.1 Static relationships 

    1 Motor maximum velocityωmax

      Rad/s

    2 Motor maximum current Imax  A

    2 Motor maximum torque Tmax  Nm

    3.5.2 Dynamic relationships 

    5 Motor torque constant k m   Nm/A

    5 Motor armature resistance R m  Ω  

    6 Open-loop model parameter a kg.m/(Ws4) 

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    Lab#1: Modeling the DC Motor from First Principles 

    23

    6 Open-loop model parameter b 1/(V.2

    6 Open-loop steady-state gain K K rad/(V.s) 

    6 Open-loop time constant τ    s 

    6 Open-loop torque disturbance gain K τ  d rad/(N.m.s) 

    Table 3.2- Modeling Pre-Laboratory Assignment Results 

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    Lab#1: Modeling the DC Motor from First Principles 

    24

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    4.  IN-LAB 

    Allotted CompletionTime:

    4 hours

    Required lab

    Equipment:

    1. The Quanser DCMCT rig2. PC with serial port and operational JAVA engine which is needed to

     power the GUI used in this lab

    4.1.  In-Lab Procedure

    4.1.1 Lab Specifics

    The motor used in this lab is a Maxon 18-Watt permanent magnet DC motor. The motor is

    mounted on the DC Motor Control Trainer (DCMCT) rig manufactured by Quanser. This

    trainer rig allows the user/student to operate and control the motor using analog electronics or

    a PC. The DCMCT consists of (Fig 4.1)

    1.  a potentiometer for precision speed and position sensing2.  a digital shaft encoder for precision speed and position sensing.3.  a QIC Processor Core consisting of a 16F877 PIC microcontroller. This allows for

    control and monitoring of the DCMCT from a PC connected to the DCMCT serial port.

    Various options can be selected by onboard jumpers. For this series of lab, we will use the

    QIC Processor Core under PC control to provide the excitation signals and monitor motor

    variables.

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    1.  Maxon DC Motor

    2.  Removable inertial Load3.  Linear Power Amplifier4.  High Resolution Optical

    encoder5.  Ball Bearing Servo

    Potentiometer

    6.  Removable Belt to drivethe potentiometer

    7.  i. PC Interface Option:this is implemented by

    using DtoA and AtoD

    convertersii. Analog Controller

    Option: to implement

    controllers using analog

    electronic circuits

    8.  Breadboard Option: toimplement controllerswith your own circuits

    9.  Embedded/PortableOption: The QIC installsin this socket to perform

    embedded control in

     place of PC-based

    control

    10. Serial Port (used byQICii)

    11. PIC Reset Switch12. User Switch: Momentary

    Action Pushbutton

    Switch For Manual

    Interaction

    13. Inertial Load Storage Pin14. Jumper J6: to switch

     between HIL and QICuse

    15. 6—mm Power Jack16. Power Supply I leader: J417. Analog Signals I leader:

    ii 1

    Figure 4.1 : DCMCT Trainer Module and Schematic (Quanser)

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    Students are required to refer to the analytical derivation of the motor model in the course text and

    notes. This will assist in the estimation of the system model in this exercise.

    In this lab you will be asked to derive the theoretical open-loop model of the system and to assess

    its performance limitations. The DCMCT system is designed in such a way that a good model can

     be derived from first principles. The physical parameters can all be determined by simple

    experiments. Using QICii and the QET you will apply inputs to the process and observe its

    outputs thus allowing you to estimate system parameters using static and dynamic measurements.

    The model is to be validated by comparing the measured step response with that obtained from a

    simulation of the derived model.

    Our model will not consider the effect of nonlinearities, although these affect the system

     primarily via amplifier and motor saturation. Other effects such as higher order dynamics and

    measurement noise are also ignored.

    4.2  Module Description

    In this section you would be using the QICii Modeling module to determine the open loop modelof the DC motor. The user interface for the module should be similar to the one shown in Figure

    4.2. Table 4.1 lists the main elements comprising the QICii Modeling  module user interface.

    Every element is uniquely identified through an ID number and located in Figure 4.2.

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    Figure 4.2:- Modeling module of the QICii software

    2.5.1. M

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    otor First Principles

     ID #   Label    Parameter    Description  Unit  

    1 Speed ωm  Motor Output Speed Numeric Display rad/s

    2 Current Im  Motor Armature Current Numeric Display A

    3 Voltage Vm  Motor Input Voltage Numeric Display V

    4 Signal 

    Generator

    Type of Generator For The Input Voltage 

    Signal

    5  Amplitude  Generated Signal Amplitude Input Box  V 

    6 Frequency Generated Signal Frequency Input Box Hz

    7 Offset Generated Signal Offset Input Box V

    8 Speed ωm  Scope With Actual (in red) And Simulated

    (in blue) Motor Speeds

    rad/s

    9  Voltage  Vm  Scope With Applied Motor Voltage (red)  V 

    10 K  K   Motor Model Steady-State Gain Input Box rad/(V.s)

    11 τ  τ  Motor Model Time Constant Input Box s

    12 Tf Tf   Time Constant of Filter for Measured

    Signal

    Table 4.1:- QICii Modelling Module Nomenclature

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    The Modeling module program runs the process in open-loop using the motor voltage which is

    given by the signal generator. Two PLOT windows show the time histories of motor seed andmotor voltage.

    QICii runs a simulation of the system in parallel with the hardware. The output of the simulation

    can be used for model fitting and validation. The input of the simulation is equal to the motor

    voltage and the output of the simulation is displayed (blue trace) in the same window as the

    actual motor speed (red trace). The simulation model parameters K and τ can be adjusted from

    the front panel. The simulated motor speed, ωs, is obtained from the simulated transfer function

    and actual motor voltage using the assumed transfer function model:-

    ( )( )

    1

    m s

     KV s s

     sω 

    τ =

    +  [5.1]

    The implemented digital controller in the QIC runs at a sample rate of 100 Hz, i.e.,

    h=0.01s [5.2] 

     Note that the actual speed is obtained by filtering the position signal using the following filter:- 

    1

    mm

     f 

     s

    T s

    θ ω    =

    +  [5.3] 

    where θm is the position of the motor shaft measured by the encoder.

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    4.3 Module Startup

    In order to power up the DCMCT you will first need to launch the QICii software as follows:

    a.  Go Start-Programs-Quanser-QICii-QIcii . b.  A command window will appear before the QICii screen is launched

    Once this screen appears follow these instructions below in order to start running the lab.

    1.  Make sure the drop down menu on the left at the top of the QICii screen is set to Modelling  and the port is set to COM1.

    2.  Press the Download program button on top of the QICii window

    3.  Click on the Write (F4) button of the PIC downloader popup window

    4.  Push the Reset button on the QIC, Figure 5.2 to start the down load.

    5.  Once the download is complete, close the pop-up window. Press the  Reset  button againon the QIC .The two LEDs should start flashing.

    6.  Press the User Switch, which is close to the flashing light. Automatically the removableinertial load will start to spin.

    7.  Press the Connect/Disconnect button to Connect and hence, display the trace.

    The default module parameters loaded after download are given in Table 4.2.

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    Reset

    -

    Force on armature conductor, F

    Figure 4.3:-Locating the push-button and the LEDs

     Signal  

    Type 

     Amplitude 

     [V]  

    Frequency 

     [Hz]  

    Offset  

     [V]  

     K  

     [rad/(V.s)]  

    τ  

     [s]  

    T  f  

     [ s]  

    Square

    Wave

    2.0  0.4  0.0  10.0  0.2  0.01 

    Table 4.2:- Default Parameters For The Modelling Module 

    4.3.1 Using the QICii interface

    Following are some useful TIPS to facilitate your laboratory experience:

    Entering data: The lab requires that you change the input voltage several times. Thi scan be

    done on the PC keyboard or using the green up/down arrows on your QICii

    interface.

     NB: If you are using your PC keyboard, make sure to press the ENTER key

    after entering the new value.

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    In case of disconnection: 

    1.  Press the  Reset  button again on the QIC .The two LEDs should startflashing.

    2.  Press the User Switch, which is close to the flashing light.3.  Press the Connect/Disconnect button to Connect and hence, display the

    trace.

    4.4 STATIC RELATIONS

    Initial Experimental Tests

    Objectives

    1.  Determine the maximum velocity and compare with calculations.2.  Determine the Coulomb friction.

    4.5 Experimental Procedure

    A procedure of this type is very useful to make sure that a system functions properly. Follow thesteps described below.

    1.

    Step 1.Run the system open-loop by changing the voltage of the motor. The motor voltage is set

     by the signal generator. With zero signal amplitude, increase the signal offset gradually from

    1 to 5 with increments of 1, to generate a constant voltage. Observe the steady-state speed,

    current, and velocity? Record the values obtained. Include in your results a snapshot of the

    change in the steady state speed showing the transition of one speed to another. What

    happens to the variables as the offset increases? 

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    Offset (V) Current (A) Velocity (rad/seg)

    Comments

    0 1 2

    Step 2.

    Although the motor maximum input voltage is 15 V, the Offset numeric input is limited to 5 V.

    Determine the maximum velocity and compare with calculations made in the Pre-Lab section

    3.5.1 Q1?

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    0 1 2

    Step 3. Keeping the amplitude at zero Change the value of the offset (starting at zero) on the

    motor and increase it gradually in steps of 0.06 until the motor starts to move. Determine the

    voltage when this occurs. Repeat the procedure at least 3 times. Repeat the test with negative

    voltages Record the values obtained. Explain why the voltages obtained may vary?

    Comments

    Positive

    Direction

     Negative

    Direction

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    0 1 2

    4.6  Estimate the Motor Resistance

    Some of the parameters of the mathematical model of the system can be determined by

    measuring how the steady-state velocity and current changes with the applied voltage. To

    experimentally estimate the motor resistance, follow the steps described below:

    Step 1.Set the generated signal amplitude to zero. If the signal offset is different from zero then

    the motor will spin in one direction, since a constant voltage is applied. You can change the

    applied voltage by entering the desired value in the Offset numeric control of the Signal

    Properties box. You can also read the actual motor current from the digital display. The

    value is in Amperes. Fill the following table (i.e. Table 1.5). For each measurement hold the

    motor shaft stationary  by grasping the inertial load to stall the motor. Note that for zero

    Volts (Offset zero) you will measure a current,  I  bias, that is possibly non-zero. This is an

    offset in the measurement which you need to subtract from subsequent measurements in

    order to obtain the right current. Note also that the current value shown in the digital displayis filtered and you must wait for the value to settle before noting it down. The readings of

    the measured currents I meas must be made to 3 d.p. The recorded value must be taken an

    average of 3 times when reading each sample. 

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     Sample: 

    i  

    V m(i) 

    [V] 

    Offset in Measured  

    Current: I bias [A] 

    0 0

     Sample: 

    i  

    V m(i) 

    [V] 

     Measured Current: 

     I meas(i) [A] 

    Corrected for Bias: 

     I m(i) [A] 

     Resistance: 

     Rm(i) [Ω] 

    1 -5

    2 -4

    3 -3

    4 -2

    5 -1

    6 1

    7 2

    8 3

    9 4

    10 5

    Average Resistance: Ravg [Ω] 

    Table 4.3:- Motor Resistance Experimental Results 

    Step 2: From Table 4.3, above; explain the procedure you used to estimate the resistance Rm and

    R avg.

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    0 1 2

    Step 3.The system parameters are given in Table 4.7. Compare the estimated value for Rm (i.e.

    Ravg) with the specified value and discuss your results.

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    0 1 2

    4.7  Estimate the Motor Torque Constant

    Follow the steps described below to experimentally estimate the motor back-EMF constant:

    Step 1.With the motor free to spin, apply the same procedure as above and fill the

    following table (i.e. Table 4.4). You can read a value for the motor angular speed from the

    digital display. Wait a few seconds after you enter a new voltage value  as the displayed

    speed values are low-pass filtered . The angular speed value is in radians per seconds. The

    current measurement may have an offset which you will need to account for. The speed

    measurement will have a very small offset which will need to be compensated for. Calculate

    the motor back-EMF constant for each measurement iteration and then calculate an average

    for the 10 measurements. You should use the value of Ravg  that you estimated in the previous

    section.

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     Sample:

    i  

    V m(i)

    [V] 

     I bias

    [A] 

     Ravg

    [Ω] 

    0 0

     Sample:

    i  

    V m(i)

    [V] 

     Measured Speed:

    ωm(i) [rad/s] 

     I meas(i)

    [A] 

     I m(i)

    [A] 

    k m(i)

    [V.s/rad] 

    1 -5 

    2 -4 

    3 -3 

    4 -2 

    5 -1 

    6 1 

    7 2 

    8 3 

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    9 4 

    10 5 

    Average Back EMF-Constant: k m_avg [V.s/rad] 

    Table 4.4:- Back-EMF Constant Experimental Results

    Step 2.Explain the procedure you used to estimate k m , k m avg.

    0 1 2

    Step 3.The system parameters are given in Table A.1. Compare the estimated value for km

    with the specified value and discuss your results ( mavg k  )

     

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    0 1 2

    4.8  Obtain the Motor Transfer Function

    From the above estimates, obtain a numerical expression for the motor open-loop transfer

    function Gω,V. What are the estimated open-loop steady-state gain and time constant? How does

    this compare with the open-loop transfer function you obtained in Section 4.2.3 Dynamic

    Models: Open-Loop Transfer Functions, Question 5? 

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    0 1 2

    4.9  Estimate the Measurement Noise

    The measurement noise can be determined experimentally as follows:

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    1.  Determine the measurement noise for speed control by running the motor with a constant

    voltage and observing the fluctuations in the velocity. Use two values of constant voltage andcompare the differences. 

    Hint: In order to view the noise on the actual speed (red trace) use   the magnifier

    key, which expands the Y axis.

    2.  Does the noise level depend on the velocity? Observe as the speed increases what happens tothe disturbance frequency? Justify your answer. Do you also observe any repeatablefluctuations in your velocity signal? Suggest one probable source of these fluctuations? 

     Hint:

    Can the fluctuations in your velocity signal be related to the motor position? 

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    0 1 2

    4.10  Dynamic Models: Experimental Determination Of System Dynamics

    A linear model of a system can also be determined purely experimentally. The idea is simply to

    observe how a system reacts to different inputs and change the structure and parameters of a

    reference model until a reasonable fit is of the model and actual responses is obtained. The

    inputs can be chosen in many different ways and there is a large variety of methods.

    4.10.1 The step response test

    The step response test is carried out by applying a constant input to bring the system, which must

     be stable, to a suitable steady state point. The input is then changed rapidly to a new level and the

    output is recorded. A simple model of the form:

    1,

    +=

     s

     K G v

    τ ω 

      [5.4]

    can now be easily fitted to the data (see Figure 5.3). 

    Figure 4.4 Step response test input and output

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    Assume that the input changes with Δu and that the corresponding changes in the steady state

    output are Δ y. An estimate of the steady-state gain is then given by:

     y K 

    u

    Δ=

    Δ   [5.5]

    The quantity τ is approximately given by the time the output has reached 63% of its total

    change.

    4.10.2 Experimental Procedure

    Please read appendix which describes how to use the QICii plots to take measurements of the

    acquired data, to start and stop the plots, and to measure point coordinates on the plots

    Step 1. Apply a series of step inputs to the open-loop system by setting the QICii module

     parameters as described in Table 4.5

     Signal

    Type 

     Amplitude

     [V]  

    Frequency

     [Hz]  

    Offset

     [V]  

     K

     [rad/(V.s)]  

    τ 

     [s]  

    Square

    Wave 

    2  0.4  3  0  0.0 

    Table 4.5 Module Parameters for the step response test  

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    Step 2. The open-loop controller now applies a constant-amplitude voltage square wave to the

    motor. Step voltages are applied to the motor from the signal generator with a period that is

    so long that the system well reaches steady-state at each step. The motor should run at the

    corresponding constant speeds. Determine the parameters K and τ of the model defined in

    [5.4] and compare them with the model obtained by first principles in Section 3.5.2,

    Question 3.Explain 

    0 1 2

    Step 3. The fact that  K = 0 means that the model output is zero. Activate the model by

    changing the simulation parameters K and τ. to the values you previously estimated from the step

    response test. Do you obtain a good fit between the estimated and the actual responses? Explain

    and print your screen result.

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    0 1 2

    Step 4 Compare with the results of first principles modeling in Section 4.2.3 Dynamic Models:Open-Loop Transfer Functions, Question 6. Is your model valid. Explain. Print the screen

    showing the comparative results. 

    0 1 2

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    4.11  Concluding Remarks

    4.11.1  Load Disturbances and Measurement Noise

    There are typically two types of disturbances in a control system. Load disturbances that drive

    the system away from its desired behaviour and measurement noise that corrupts the information

    obtained from the sensors.

    Since this motor does not do any useful work there are no real load disturbances in this case. A

    load disturbance can be simulated by gently touching the inertial load with your finger. Load

    disturbances can also be simulated by injecting an extra voltage on the motor. The major noise

    source for position control is due to the quantization of the angle measurements due to the

    encoder.

    4.11.2  Automating the Tests

    The experimental tests you have done can easily be automated. Measurement of motor resistance

     Rm and motor constant k m can be done as follows:

    •  Resistance measurement:Keep the wheel fixed with a clamp. Sweep the voltage slowly for a full cycle, measure

    the current, display curve, and present the linear fit and a measure of deviation from

    linearity.

    •  Current constant:Free wheel. Sweep the voltage slowly for a full cycle, measure the speed, display curve,

    and present the linear fit and a measure of deviation from linearity.

    The system parameter estimation procedures can also be automated by replacing manual search

     by an optimization algorithm. Automated test procedures of this type are essential to ensure

    quality in mass manufacturing.

    4.11.3  Nonlinearities

    Many aspects of control can be dealt with using linear models. There are however some

    nonlinear aspects that always have to be taken into account. The major nonlinearities are:

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    •  Saturation of the motor amplifier.

    •  Friction in the motor.•  Quantization of the encoder.

    It is very important to keep in mind that all physical variables are limited. The amplifier that

    drives the motor has a 15V power supply which restricts the voltage from the amplifier to Vmax

    = 15 V. A consequence is that the current through the motor is also limited.

    The limitation in signal ranges implies that the motor transfer functions Gω,V and Gω,T do not

    describe the system well for large signals.

    The other main nonlinearities are due to Coulomb friction, approximately equivalent to 0.2-0.5V,

    and quantization in the encoder 2π/4096 = 1.5 10-3

     rad.

    4.11.4  Unmodeled Dynamics

    When determining physical parameters it is customary to assign a precision to the values.

    There are uncertainties due to variations in component values, temperature variation of the

    armature resistance. It is therefore natural to give some measure of accuracy to the transfer

    functions Gω,V and Gω,T. One way to do this is to give the accuracy of parameters such as K and τ.

    This does unfortunately not capture all relevant issues because the actual transfer function may

     be much more complicated than the simple first order system given by Equation [5.4], the system

    may even be nonlinear. This effect which is called unmodeled dynamics can be specified in

    many different ways. An estimate of the unmodeled dynamics is an essential aspect of modeling

    for control. It is equivalent to an error analysis in traditional measurements.

    To have an indication of the accuracy of a model it is necessary both to have an estimate of the

    accuracy of its parameters and also an assessment of dynamics that has been neglected.

    One obvious factor is that the controller and the computation of the velocity is implemented in a

    computer. The encoder gives values of the angle that are quantized with a resolution of 2π/4096

    = 1.5 10-3 rad. Since the controller is implemented on a computer there are also dynamic effects.

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    51

    A crude approximation is to assume that there is an extra time delay corresponding to half a

    sampling period.

    The system has no sensor for velocity. The velocity is instead obtained by taking filtered

    differences of the position. A common rule of thumb is to approximate the effect of the computer

     by adding a delay of half a sampling interval or 0.005 s. Since the velocity is computed by taking

    differences of the angles between two sampling intervals there is an additional delay in the

    velocity signal of one sampling interval. Because of the extra sampling period required to

    compute velocity from the encoder position, the time delay will be approximately one and a half

    sampling interval. The signal is also filtered which introduces additional dynamics.

    The inductance of the rotor has already been mentioned previously. The model we have obtained

    is an approximation because we have neglected the inductance in the motor rotor. A more

    accurate transfer function from voltage to motor speed is thus:-

    ( ), 2

    ( ) mv

    meq m m

    m

    k G s

    k  J L s R

    ω   =

    ⎛ ⎞+ +⎜ ⎟⎝ ⎠

     R

      [5.6]

    which can also be expressed as:-

    ( )( ),1

    ( )1 1

    v

    m e

    G sk s s

    ω 

    τ τ =

    + +  [5.7]

    Full details can be found in the class notes.

    Introducing the numerical values we find τ = 0.0929 s and τe = 0.0000774 s, which means

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    Lab#1: Modeling the DC Motor from First Principles 

    52

    that the electrical time constant is much smaller than the time delay. The major contribution to

    the unmodeled dynamics is thus due to the effects of sampling. It is 0.005 s for the positionsignal and 0.015 s for the velocity signal (i.e. speed control).

    4.11.5  In-Laboratory Results Summary Table

    Table 4.6 should be completed using Table 3.2, which contains data from the pre-laboratory

    assignments, as well as experimental results obtained during the in-laboratory session.

    Question  Section Description Symbol    Pre-Lab

    Value 

     In-Lab

     Result  

    Unit  

    5.2. Static Relations

    1.  Motor Maximum Velocity  ωmax  rad/s 

    1.  Positive Coulomb Friction

    Voltage 

    Vfp   N/A  V 

    1.   Negative Coulomb Friction

    Voltage 

    Vfn   N/A  V 

    2.  Motor Armature Resistance  R m  Ω 

    3.  Motor Torque Constant  k m   N.m/A 

    4.  Open-Loop Steady-State Gain  K   rad/(V.s) 

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    Lab#1: Modeling the DC Motor from First Principles 

    53

    4.  Open-Loop Time Constant  τ  s 

    5.3.1 Dynamic Models:

    The Step response 

    2 Open-Loop Steady-State Gain  K   rad/(V.s) 

    2 Open-Loop Time Constant  τ  s 

    Table 4.6: Results Summary Table 

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    Lab#1: Modeling the DC Motor from First Principles 

    54

    Appendix 1: System Parameters

    Symbol Description Unit Value

    Motor

    mk    Motor Torque Constant Nm/A 0.0502

    m R   Motor Armature Resistance Ω   10.6

    m L   Motor Armature Inductance mH 0.82

    Motor maximum continuous torque Nm 0.033

    Motor power rating W 18

    m J    Moment Of Inertia Of Motor Rotor Kg.m2 1.16E(-6)

    mτ   Motor Mechanical -Time Constant s 0.005

    i M    Inertial Load Disc Mass kg 0.068

    ir   Inertial Load Disc Radius M 0.0248

    Linear Amplifier

    Vmax Linear Amplifier Maximum Output Voltage V 15

    Linear Amplifier Maximum Output Current A 1.5

    Linear Amplifier Maximum Output Power W 22

    Linear Amplifier Maximum Dissipated Power

    with heat sink R load =4 Ω  

    W 8

    Linear Amplifier Gain V/V 3

    Table 4.7: DCMCT Model Parameter Specifications

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    Appendix 2: Sensor Parameters

    Description Current sense Value Unit

    Current Calibration at ±10% at QIC A/D input 1.112 A/V

    Current sensor resistor 0.1 Ω 

    Encoder

    Line Count 1024 Lines/rev

    Resolution (in quadrature) 0.0879o/count

    Type TTL

    Encoder signals A, B, Index

    Potentiometer

    Calibration at POT  RCA jack 39 o/V 

    Calibration at QIC  A/D input 78o/V

     

    Resistance 10 K Ω 

    Bias voltage ±4.7 V

    Electrical range 350o 

    Tachmoeter

    Calibration at TACH  RCA jack 667 RPM/V

    Calibration at QIC  A/D input 1333 RPM/V

    Table 4.8: DCMCT sensor parameter specifications

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    Lab#1: Modeling the DC Motor from First Principles 

    56

     NB Analog sensor calibration constants for the QIC A/D converters are twice those for the RCA

    output jacks. This is because the RCA outputs are in the ±5V range while the QIC A/D inputs

    are in the 0-5V range.

    Appendix: 3 How to use the QICii plots

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

    57

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    Department of Electrical & Computer Engineering 

    Lab#1: Modeling the DC Motor from First Principles 

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    End of Lab#1: Modeling the DC Motor from First Principles