System Dynamics · Module 2 of 10
Mechanical System Modeling
Most machines are masses, springs, and dampers in translation or rotation. Add a damper to the oscillator and the response decays; gear it down and the inertia it presents changes by the square of the ratio.
Readiness check
This module builds full mechanical models. Tick only what you can do closed-notes.
- Write the spring-mass natural frequency ωn = √(k/m).
- Recall a damper force F = c v.
- Draw a free-body diagram and sum forces.
- Recall torque τ = J α for rotation.
- Relate gear speeds through a gear ratio.
The core idea
A mechanical system is a free-body diagram turned into a differential equation. The mass-spring-damper has a natural frequency from stiffness and inertia and a damping ratio from the damper, and rotational systems follow the same form with torque, inertia, and angle.
m ẍ + c ẋ + k x = F(t)ωn = √(k/m), ζ = c/(2√(k m))ωd = ωn√(1 − ζ2)Mechanical modeling applies Newton's law to a free-body diagram: the sum of forces equals mass times acceleration. For the canonical mass-spring-damper this gives m ẍ + c ẋ + k x = F(t), a second-order equation whose two parameters carry all the dynamics. The natural frequency ωn = √(k/m) is the undamped oscillation rate; the damping ratio ζ = c/(2√(km)) measures how fast the motion decays, and it decides whether the response is underdamped (ζ < 1), critically damped (ζ = 1), or overdamped (ζ > 1). An underdamped system oscillates at the damped frequency ωd = ωn√(1 − ζ2). Rotational systems use the identical form with inertia J, torsional stiffness, and rotary damping, and gears transform inertia by the square of their ratio.
The skills, taught in order
Five skills build the translational model, its damping, and the rotational systems that gears connect.
2.1 Translational elements
Translational systems use three elements: a mass with F = m a, a spring with F = k x, and a damper with F = c v. Summing forces on each mass through a free-body diagram, with Newton's law, produces the governing differential equations.
2.2 The mass-spring-damper equation
For one mass the result is m ẍ + c ẋ + k x = F(t). Dividing by m puts it in standard form ẍ + 2ζωnẋ + ωn2x = F/m, from which the two characteristic parameters are read directly.
2.3 Damping ratio and damped frequency
The damping ratio ζ = c/(2√(km)) classifies the response. Underdamped systems (ζ < 1) oscillate and decay at ωd = ωn√(1 − ζ2); critically damped (ζ = 1) return fastest without overshoot; overdamped (ζ > 1) return slowly. Most machines are lightly underdamped.
| Damping ratio | Class | Free response |
|---|---|---|
| ζ = 0 | undamped | oscillates forever |
| 0 < ζ < 1 | underdamped | oscillates and decays |
| ζ = 1 | critically damped | fastest return, no overshoot |
| ζ > 1 | overdamped | slow, no oscillation |
The four damping regimes. The damping ratio alone, not the absolute damper value, sets the character of the response.
2.4 Rotational systems
Rotation mirrors translation: inertia J replaces mass, torsional stiffness replaces spring stiffness, and rotary damping replaces the damper, with τ = J α. The governing equation J θ̈ + c θ̇ + k θ = τ(t) has the same form and the same ωn and ζ.
2.5 Gears and reflected inertia
A gear train changes the inertia a motor sees. Reflecting a load inertia JL through a gear ratio N (load speed reduced by N) divides it by N2: Jreflected = JL/N2. The square comes from energy conservation, and it is why gearing eases a motor's inertial load.
Engineering connection: sizing a motor for a geared load rests entirely on reflected inertia, and the damping ratio decides whether the machine settles cleanly or rings.
Worked example 1: damping ratio of a mass-spring-damper
A system has m = 1 kg, k = 100 N/m, and c = 4 N·s/m. Find the natural frequency, the damping ratio, and the damped frequency.
- ProblemFind ωn, ζ, and ωd for the system in Figure 1.
- Given / findm = 1 kg, k = 100 N/m, c = 4 N·s/m. Find ωn, ζ, ωd.
- AssumptionsLinear elements; the model is the standard mass-spring-damper.
- Modelωn = √(k/m), ζ = c/(2√(km)), ωd = ωn√(1 − ζ2).
- Equationsωn = √(k/m)ζ = c/(2√(k m))ωd = ωn√(1 − ζ2)
- Solveωn = √(100/1) = 10 rad/s. ζ = 4/(2√(100 × 1)) = 4/20 = 0.2. ωd = 10√(1 − 0.04) = 10√0.96 = 9.80 rad/s.
- Checkζ = 0.2 is well below 1, so the system is underdamped and must oscillate, consistent with a real ωd. The damped frequency sits just under ωn, as light damping requires.
- ConclusionThe system rings at 9.80 rad/s while decaying. Its damping ratio of 0.2 is typical of a lightly damped structure.
Worked example 2: reflected inertia through a gear
A motor of inertia Jm = 0.01 kg·m² drives a load of inertia JL = 0.4 kg·m² through a gear ratio N = 5 (the load turns five times slower). Find the total inertia the motor sees.
- ProblemFind the equivalent inertia at the motor shaft for the drive in Figure 2.
- Given / findJm = 0.01 kg·m², JL = 0.4 kg·m², N = 5. Find Jeq.
- AssumptionsIdeal, rigid, lossless gears; the load turns N times slower than the motor.
- ModelReflect the load inertia by dividing by N2, then add the motor inertia.
- EquationsJreflected = JL/N2Jeq = Jm + JL/N2
- SolveJL/N2 = 0.4/25 = 0.016 kg·m². Jeq = 0.01 + 0.016 = 0.026 kg·m².
- CheckThe reflected load (0.016) is comparable to the motor's own inertia (0.01), a well-matched drive. Without gearing the motor would face the full 0.4, twenty-five times larger.
- ConclusionGearing reduces the inertia a motor must accelerate by the square of the ratio, which is why drives are geared and why the square matters.
Misconceptions and diagnostics
| Mistake | Symptom | Diagnostic question | Correction |
|---|---|---|---|
| Reading ζ before normalising | Damping ratio off by a factor of m | "Did I divide the equation by m?" | Put it in ẍ + 2ζωnẋ + ωn2x form first. |
| Gear ratio to the first power | Reflected inertia too large by N | "Is the inertia divided by N or N2?" | Reflected inertia goes as 1/N2. |
| Damped equals natural frequency | ωd reported equal to ωn | "Is there any damping?" | ωd = ωn√(1 − ζ2), below ωn. |
| Wrong damping class | Oscillation predicted for ζ > 1 | "Is ζ above or below 1?" | Only ζ < 1 oscillates. |
Practice ladder
A system has m = 2 kg, k = 50 N/m, c = 0. Find ωn and the damping class.
Show answer
ωn = √(50/2) = 5 rad/s. With c = 0, ζ = 0: undamped, oscillates forever.
Now add c = 10 N·s/m to that 2 kg, 50 N/m system. Find ζ and the damping class.
Show answer
ζ = c/(2√(km)) = 10/(2√100) = 10/20 = 0.5. Underdamped: it oscillates and decays.
A motor (Jm = 0.02 kg·m²) drives a load (JL = 0.9 kg·m²) through N = 3. Find the inertia at the motor and compare it to the ungeared load.
Show answer
Jeq = 0.02 + 0.9/9 = 0.02 + 0.1 = 0.12 kg·m². The ungeared load (0.9) is 7.5 times larger, so gearing greatly eases the motor.
A positioning stage overshoots and rings after each move. Using ζ, describe one change to the mechanism that would reduce the ringing, and its trade-off.
What good work looks like
Raise the damping (larger c) to increase ζ toward 1, reducing overshoot; the trade-off is a slower response. Tying the fix to ζ, and naming the speed cost, is the point.
Working with AI, and proving it yourself
Use AI as an examiner, not a solver
Portfolio task
Model a real mechanism as a mass-spring-damper or its rotational form, compute ωn and ζ, and predict whether it rings, then compare to how it actually behaves.
Retrieval and spaced review
Closed notes. Answer out loud, then reveal.
1. Write the mass-spring-damper equation.
m ẍ + c ẋ + k x = F(t).
2. Give ωn and ζ from its coefficients.
ωn = √(k/m) and ζ = c/(2√(km)).
3. What is the damped frequency?
ωd = ωn√(1 − ζ2), always below ωn.
4. How does a gear reflect inertia?
Divided by the square of the ratio: JL/N2.
5. Which damping class returns fastest without overshoot?
Critically damped, ζ = 1.
Textbook mapping
This module follows Karnopp, Margolis, and Rosenberg, System Dynamics: Modeling, Simulation, and Control of Mechatronic Systems, 5th edition. Use these references to read further.
| Topic in this module | Where to read more |
|---|---|
| Translational and rotational elements | Karnopp, Margolis & Rosenberg, Chapter 2 |
| The mass-spring-damper and damping ratio | Karnopp, Margolis & Rosenberg, Chapter 3 |
| Gears and reflected inertia | Karnopp, Margolis & Rosenberg, Chapter 4 |
Chapter numbers refer to the 5th edition. The mechanical relations are standard, so any recent edition will align closely.