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Pushing the Mathematical Envelope:
Case Studies in Solving Modern Mechanical
Engineering Calculations Challenges
Like engineers in every major discipline, mechanical engineers
are facing an expanded array of mathematical challenges.

Today there is a greater emphasis than ever on
issues such as:
•	 Innovation – creating better and more efficient
systems, even in extreme environments
•	 Sustainability – as human demands for clean and
affordable energy continue to increase
•	 Safety – protecting people and equipment as
safety standards rise and tolerances for injury
or damages shrink
For mechanical engineers, systems that protect and
preserve – and the complex mathematics that they
require – are at the core of meeting these sophisticated, modern challenges. The need to accurately
manage extreme environments or conditions that
would otherwise destroy expensive equipment, access
to dependable power, or even human life, has never
been more critical – and difficult. Engineers are facing
unprecedented pressure to not only create innovative
designs, but to ensure that they simply do not fail.
When we look at the engineering calculations that can
solve these issues, we often find that they are complex
and difficult to manage. It is no longer sufficient to
have engineering calculations, an organization’s intellectual property, locked away in spreadsheets and
traditional engineering notebooks.
Active Vibration Control is necessary for the International
Space Station

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Fortunately, mathematical technology has evolved to
give engineers solutions that, if used properly, can be
very effective. Design and calculation software gives
civil and structural engineers the tools to solve today’s
most pressing and complex problems, and innovate
like never before.
This article will discuss modern mechanical engineering projects where complex engineering mathematics
has been at the heart of overcoming these new challenges. Specifically, we will look at engineers who are:
•	 Controlling structures and protecting sensitive
equipment with Active Vibration Control (AVC)
•	 Maximizing the potential of tidal power as a renewable and affordable energy resource
•	 Developing humanoid robots that go places and do
things that place people at an unacceptably high
risk of injury or death

ARIS: A Case Study in AVC
The presence of vibration in industrial equipment,
automobiles, aircraft and other mechanical structures
can lead to excessive wear and failures. Factors such
as cracking and loosening of fasteners can expose
people to pain and discomfort and result in costly
repairs or downtime.
Passive vibration control using dampers, absorbers,
stiffeners and other structural modifications can only
go so far when it comes to highly sensitive, sophisticated and expensive products. Today’s mechanical
engineers are further tasked with reducing undesired
noise and vibration by using electromagnetic actuators to sense and control the motion of structures.
AVC methods involving shape memory alloys, electrorheological fluids, and magnetostrictive materials can
complement passive approaches to solve complex
engineering problems where passive vibration control
methods are insufficient.
Engineers rely on equations to perform vibration analysis, ranging from simple to complex, for parts oper-

“

	Design and calculation
software gives civil and
structural engineers the
tools to solve today’s most
pressing and complex
problems, and innovate
like never before.”
ating independently and as part of a larger system or
structure. Typically, calculation software is utilized to
build the AVC models. When incorporating other factors into the analysis, such as sound transmission for
instance, the models become more advanced and use
of a software application is often a necessity.
Calculating the various internal and external forces
required to find a precise, vibration-free formula
can be a complex undertaking, especially when
creating something for use in unknown or
unpredictable environments.
In the virtually gravity-free confines of the International Space Station, AVC is necessary to help scientists better understand the effects of gravity on biological, chemical and physical systems. By countering
vibrational disturbances, NASA’s Active Rack Isolation
System (ARIS) helps protect experiments from
external vibrations that could potentially affect
research results.
ARIS reduces disturbances using a combination of
sensors and actuators. When accelerometer assemblies detect disturbances from the space station,

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they send the information to the ARIS electronic unit.
Based on the data, pushrods deliver a reactive force
between the payload rack and the laboratory module.
An additional microgravity rack barrier helps further
prevent accidental disturbance of the active ARIS rack.

Hydrokinetic Turbines based on Oscillating
Hydrofoils: A Case Study in Renewable Energy
Even deceptively simple projects can require
advanced calculations, as was the case in 2010 with a
team of mechanical and elewctrical engineers from
Laval University in Quebec City, Quebec.
In search of a way to harness power from water
currents that was superior to conventional rotating
blades, the team explored the idea of using oscillating
hydrofoils.
Following detailed analysis based on computational
fluid dynamics (CFD) modeling, the team engineered a
2 kW prototype turbine that was mounted on a custom-made pontoon boat for testing in a lake. Design
of this turbine was calculation intensive; a comprehensive collection of formulas, equations, and graphs
were required to design the following components:
•	 Two rectangular oscillating hydrofoils in a tandem
spatial configuration
•	 Four-link mechanisms to couple the pitching
motion of each hydrofoil to its cyclic heaving motion
•	 A system with one-degree-of-freedom to drive a
rotating shaft
•	 Speed-controlled electric generator (connected
to the rotating shaft)
•	 Battery bank, charged by the generator
Instantaneous extracted power was measured and
cycle-averaged for several water flow velocities and
hydrofoil oscillation frequencies. The heaving and
pitching amplitudes were kept constant for all runs, at
values of 1 chord and 75˚ respectively.

At optimal performance, the measured power extraction efficiency reached 40% once the overall losses
in the mechanical system were taken into account.
Mechanical losses associated with the coupling mechanism used in this first implementation were estimated to be a least 25% of the total power extracted.
The 40% hydrodynamic efficiency of the prototype
turbine exceeded expectations, and reached levels
comparable to the best performances achievable with
modern, rotor blade turbines. Given that rectangular hydrofoils are less expensive to build than twisted
rotor blades, these results demonstrate the promising
potential of the new technology to efficiently extract
power from incoming water flows.

MABEL: A Case Study in Humanoid Robotics
While some mechanical engineers are focused on
solving the world’s energy problems, others are committing their careers to humanoid robotics. Research
in this area is paving the way for advances in orthotic
and prosthetic devices, along with the creation of
machines that can perform a variety of tasks normally
done by real people — everything from entertaining
audiences to carrying out dangerous military or rescue missions.

“

	Without engineering
calculation software to
model robotic components
and interactions, robots
like MABEL would be
extremely challenging if
not impossible to design.”

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“If you would like to send in robots to search for people
when a house is on fire, it probably needs to be able to
go up and down stairs, step over the baby’s toys on the
floor, and maneuver in an environment where wheels
and tracks may not be appropriate,” says Jessy
Grizzle, an engineering professor at the University
of Michigan.

“

	 he extent to which today’s
T
mechanical engineers
can overcome major
design challenges will
have a tremendous impact
on human societies for
generations to come.
Accurate mathematical
calculations are a must.”
Grizzle is part of a team at the university making great
strides with MABEL, a bipedal robot that can run free
for more than 110 steps. The robot’s feet rise 3 to 4
inches in the air, and the entire robot is airborne for
40 percent of its step duration. MABEL can run at an
average speed of 4.4 mph, and has achieved a peak
speed of 6.8 mph.
MABEL weighs over 65 kg, with a heavy torso (40 kg),
point feet and a cable-driven transmission system.
The weight distribution mirrors that of a real person,
where the weight is concentrated in the upper body
and light legs can move forward and backward quickly
for fast locomotion. Springs in the robot act like tendons in the human body; they absorb striking forces
and also store energy.

After MABEL was built, the university engineers created a detailed mathematical model of the robot. They
used this model to design their control system algorithms. Feedback control is achieved via a nonlinear, compliant hybrid zero-dynamics controller with
active-force control, running in real-time.
Whether the robot is walking, running or standing, a
feedback controller measures all joint positions and
body angles, and determines the proper commands to
send to the four motors, two of which are in each leg.
The resulting motions, in conjunction with the springs
and masses of the robot mechanism, determine the
forces that the legs apply to the ground to achieve a
running gait.
A dizzying array of mathematical calculations makes
the creation of successful humanoid robots an incredibly challenging undertaking. The physics, mechanics,
and control system design all require sophisticated
engineering models. One critical calculation is that
of a robot’s Zero Moment Point (ZPM), or the point on
the ground where the sum of all the moments of the
active forces is equal to zero. This concept is critical
in ensuring the dynamical postural stability of bipedal
robots. Without engineering calculation software to
model robotic components and interactions, robots
like MABEL would be extremely challenging if not
impossible to design.

Conclusion
The extent to which today’s mechanical engineers can
overcome major design challenges will have a tremendous impact on human societies for generations to
come. Accurate mathematical calculations are a must.
Designing safer structures, furthering advances in
renewable energy and creating more human-like
robots will require extraordinary effort and ingenuity.
Engineers will also continue to rely on technological
advances to help them meet current and future
challenges. Enhanced computer power and engineering software will increase performance, ensure
accuracy and mitigate risk.

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White Paper

Sources:
Active Rack Isolation System (ARIS); ARIS ISS Characterization Experiment (ARIS-ICE),
SpaceRef Interactive, Inc. Retrieved April 2012 from:
http://www.spaceref.com/iss/payloads/aris.html
Biped Robot MABEL Runs Free! DynamicLegLocomotion, August 12, 2011.
Retrieved April 2012 from: http://www.youtube.com/watch?feature=player_
embeddedv=xlOwk6_xpWo
Casal Moore, Nicole (2011). Running robot: MABEL is now the world’s fastest twolegged robot with knees, University of Michigan News Service, August 15, 2011.
Retrieved April 2012 from: http://ns.umich.edu/new/releases/8508
Kinsey, T., et al (2011). Prototype testing of a hydrokinetic turbine based on oscillating hydrofoils, Renewable Energy, 36 (2011) 1710e1718
Vibration Control, Indian Institute of Technology Delhi, January 14, 2011. Retrieved
April 2012 from: http://www.scribd.com/doc/46861549/Chapter-7-Methods-ofVibration-Control
© 2012, PTC. All rights reserved. Information described herein is furnished for
informational use only, is subject to change without notice, and should not be construed as a guarantee, commitment, condition or offer by PTC. PTC, the PTC Logo,
PTC Mathcad and all PTC product names and logos are trademarks or registered
trademarks of PTC and/or its subsidiaries in the United States and in other
countries. All other product or company names are property of their respective
owners. The timing of any product release, including any features or functionality,
is subject to change at PTC’s discretion.
J0807–Mathcad ME Whitepaper–EN–0912

Overcoming Mechanical Engineering
Challenges Requires
Sophisticated Calculations
Advances in math calculation software ensure
accuracy and mitigate risk.

	Calculations
Challenge	Required
	 Achieve active
vibration
control of
	 structures

•  igenvalue problem via 	
E
Lanczos recursion

Improve the
efficiency
of modeling
complex
mechanical
domains, such
as automotive
and aerospace

•  ibro-acoustic response
V
analysis

Maximize the
potential of
tidal power

Emulate
human bipedal
locomotion
on a robotic
platform

Page 5 of 5 | Solving Modern Mechanical Engineering Calculations

• Soundtransmission

•  tatic and dynamic stress
S
calculations
•  afety analysis
S

•  epresentative flow
R
velocity
•  etz limit
B
•  ero moment point (ZMP)
Z

PTC.com

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Pushing the Mathematical Envelope: Case Studies in Solving Modern Mechanical Engineering Calculations Challenges

  • 1. White Paper Pushing the Mathematical Envelope: Case Studies in Solving Modern Mechanical Engineering Calculations Challenges Like engineers in every major discipline, mechanical engineers are facing an expanded array of mathematical challenges. Today there is a greater emphasis than ever on issues such as: • Innovation – creating better and more efficient systems, even in extreme environments • Sustainability – as human demands for clean and affordable energy continue to increase • Safety – protecting people and equipment as safety standards rise and tolerances for injury or damages shrink For mechanical engineers, systems that protect and preserve – and the complex mathematics that they require – are at the core of meeting these sophisticated, modern challenges. The need to accurately manage extreme environments or conditions that would otherwise destroy expensive equipment, access to dependable power, or even human life, has never been more critical – and difficult. Engineers are facing unprecedented pressure to not only create innovative designs, but to ensure that they simply do not fail. When we look at the engineering calculations that can solve these issues, we often find that they are complex and difficult to manage. It is no longer sufficient to have engineering calculations, an organization’s intellectual property, locked away in spreadsheets and traditional engineering notebooks. Active Vibration Control is necessary for the International Space Station Page 1 of 5 | Solving Modern Mechanical Engineering Calculations PTC.com
  • 2. White Paper Fortunately, mathematical technology has evolved to give engineers solutions that, if used properly, can be very effective. Design and calculation software gives civil and structural engineers the tools to solve today’s most pressing and complex problems, and innovate like never before. This article will discuss modern mechanical engineering projects where complex engineering mathematics has been at the heart of overcoming these new challenges. Specifically, we will look at engineers who are: • Controlling structures and protecting sensitive equipment with Active Vibration Control (AVC) • Maximizing the potential of tidal power as a renewable and affordable energy resource • Developing humanoid robots that go places and do things that place people at an unacceptably high risk of injury or death ARIS: A Case Study in AVC The presence of vibration in industrial equipment, automobiles, aircraft and other mechanical structures can lead to excessive wear and failures. Factors such as cracking and loosening of fasteners can expose people to pain and discomfort and result in costly repairs or downtime. Passive vibration control using dampers, absorbers, stiffeners and other structural modifications can only go so far when it comes to highly sensitive, sophisticated and expensive products. Today’s mechanical engineers are further tasked with reducing undesired noise and vibration by using electromagnetic actuators to sense and control the motion of structures. AVC methods involving shape memory alloys, electrorheological fluids, and magnetostrictive materials can complement passive approaches to solve complex engineering problems where passive vibration control methods are insufficient. Engineers rely on equations to perform vibration analysis, ranging from simple to complex, for parts oper- “ Design and calculation software gives civil and structural engineers the tools to solve today’s most pressing and complex problems, and innovate like never before.” ating independently and as part of a larger system or structure. Typically, calculation software is utilized to build the AVC models. When incorporating other factors into the analysis, such as sound transmission for instance, the models become more advanced and use of a software application is often a necessity. Calculating the various internal and external forces required to find a precise, vibration-free formula can be a complex undertaking, especially when creating something for use in unknown or unpredictable environments. In the virtually gravity-free confines of the International Space Station, AVC is necessary to help scientists better understand the effects of gravity on biological, chemical and physical systems. By countering vibrational disturbances, NASA’s Active Rack Isolation System (ARIS) helps protect experiments from external vibrations that could potentially affect research results. ARIS reduces disturbances using a combination of sensors and actuators. When accelerometer assemblies detect disturbances from the space station, Page 2 of 5 | Solving Modern Mechanical Engineering Calculations PTC.com
  • 3. White Paper they send the information to the ARIS electronic unit. Based on the data, pushrods deliver a reactive force between the payload rack and the laboratory module. An additional microgravity rack barrier helps further prevent accidental disturbance of the active ARIS rack. Hydrokinetic Turbines based on Oscillating Hydrofoils: A Case Study in Renewable Energy Even deceptively simple projects can require advanced calculations, as was the case in 2010 with a team of mechanical and elewctrical engineers from Laval University in Quebec City, Quebec. In search of a way to harness power from water currents that was superior to conventional rotating blades, the team explored the idea of using oscillating hydrofoils. Following detailed analysis based on computational fluid dynamics (CFD) modeling, the team engineered a 2 kW prototype turbine that was mounted on a custom-made pontoon boat for testing in a lake. Design of this turbine was calculation intensive; a comprehensive collection of formulas, equations, and graphs were required to design the following components: • Two rectangular oscillating hydrofoils in a tandem spatial configuration • Four-link mechanisms to couple the pitching motion of each hydrofoil to its cyclic heaving motion • A system with one-degree-of-freedom to drive a rotating shaft • Speed-controlled electric generator (connected to the rotating shaft) • Battery bank, charged by the generator Instantaneous extracted power was measured and cycle-averaged for several water flow velocities and hydrofoil oscillation frequencies. The heaving and pitching amplitudes were kept constant for all runs, at values of 1 chord and 75˚ respectively. At optimal performance, the measured power extraction efficiency reached 40% once the overall losses in the mechanical system were taken into account. Mechanical losses associated with the coupling mechanism used in this first implementation were estimated to be a least 25% of the total power extracted. The 40% hydrodynamic efficiency of the prototype turbine exceeded expectations, and reached levels comparable to the best performances achievable with modern, rotor blade turbines. Given that rectangular hydrofoils are less expensive to build than twisted rotor blades, these results demonstrate the promising potential of the new technology to efficiently extract power from incoming water flows. MABEL: A Case Study in Humanoid Robotics While some mechanical engineers are focused on solving the world’s energy problems, others are committing their careers to humanoid robotics. Research in this area is paving the way for advances in orthotic and prosthetic devices, along with the creation of machines that can perform a variety of tasks normally done by real people — everything from entertaining audiences to carrying out dangerous military or rescue missions. “ Without engineering calculation software to model robotic components and interactions, robots like MABEL would be extremely challenging if not impossible to design.” Page 3 of 5 | Solving Modern Mechanical Engineering Calculations PTC.com
  • 4. White Paper “If you would like to send in robots to search for people when a house is on fire, it probably needs to be able to go up and down stairs, step over the baby’s toys on the floor, and maneuver in an environment where wheels and tracks may not be appropriate,” says Jessy Grizzle, an engineering professor at the University of Michigan. “ he extent to which today’s T mechanical engineers can overcome major design challenges will have a tremendous impact on human societies for generations to come. Accurate mathematical calculations are a must.” Grizzle is part of a team at the university making great strides with MABEL, a bipedal robot that can run free for more than 110 steps. The robot’s feet rise 3 to 4 inches in the air, and the entire robot is airborne for 40 percent of its step duration. MABEL can run at an average speed of 4.4 mph, and has achieved a peak speed of 6.8 mph. MABEL weighs over 65 kg, with a heavy torso (40 kg), point feet and a cable-driven transmission system. The weight distribution mirrors that of a real person, where the weight is concentrated in the upper body and light legs can move forward and backward quickly for fast locomotion. Springs in the robot act like tendons in the human body; they absorb striking forces and also store energy. After MABEL was built, the university engineers created a detailed mathematical model of the robot. They used this model to design their control system algorithms. Feedback control is achieved via a nonlinear, compliant hybrid zero-dynamics controller with active-force control, running in real-time. Whether the robot is walking, running or standing, a feedback controller measures all joint positions and body angles, and determines the proper commands to send to the four motors, two of which are in each leg. The resulting motions, in conjunction with the springs and masses of the robot mechanism, determine the forces that the legs apply to the ground to achieve a running gait. A dizzying array of mathematical calculations makes the creation of successful humanoid robots an incredibly challenging undertaking. The physics, mechanics, and control system design all require sophisticated engineering models. One critical calculation is that of a robot’s Zero Moment Point (ZPM), or the point on the ground where the sum of all the moments of the active forces is equal to zero. This concept is critical in ensuring the dynamical postural stability of bipedal robots. Without engineering calculation software to model robotic components and interactions, robots like MABEL would be extremely challenging if not impossible to design. Conclusion The extent to which today’s mechanical engineers can overcome major design challenges will have a tremendous impact on human societies for generations to come. Accurate mathematical calculations are a must. Designing safer structures, furthering advances in renewable energy and creating more human-like robots will require extraordinary effort and ingenuity. Engineers will also continue to rely on technological advances to help them meet current and future challenges. Enhanced computer power and engineering software will increase performance, ensure accuracy and mitigate risk. Page 4 of 5 | Solving Modern Mechanical Engineering Calculations PTC.com
  • 5. White Paper Sources: Active Rack Isolation System (ARIS); ARIS ISS Characterization Experiment (ARIS-ICE), SpaceRef Interactive, Inc. Retrieved April 2012 from: http://www.spaceref.com/iss/payloads/aris.html Biped Robot MABEL Runs Free! DynamicLegLocomotion, August 12, 2011. Retrieved April 2012 from: http://www.youtube.com/watch?feature=player_ embeddedv=xlOwk6_xpWo Casal Moore, Nicole (2011). Running robot: MABEL is now the world’s fastest twolegged robot with knees, University of Michigan News Service, August 15, 2011. Retrieved April 2012 from: http://ns.umich.edu/new/releases/8508 Kinsey, T., et al (2011). Prototype testing of a hydrokinetic turbine based on oscillating hydrofoils, Renewable Energy, 36 (2011) 1710e1718 Vibration Control, Indian Institute of Technology Delhi, January 14, 2011. Retrieved April 2012 from: http://www.scribd.com/doc/46861549/Chapter-7-Methods-ofVibration-Control © 2012, PTC. All rights reserved. Information described herein is furnished for informational use only, is subject to change without notice, and should not be construed as a guarantee, commitment, condition or offer by PTC. PTC, the PTC Logo, PTC Mathcad and all PTC product names and logos are trademarks or registered trademarks of PTC and/or its subsidiaries in the United States and in other countries. All other product or company names are property of their respective owners. The timing of any product release, including any features or functionality, is subject to change at PTC’s discretion. J0807–Mathcad ME Whitepaper–EN–0912 Overcoming Mechanical Engineering Challenges Requires Sophisticated Calculations Advances in math calculation software ensure accuracy and mitigate risk. Calculations Challenge Required Achieve active vibration control of structures • igenvalue problem via E Lanczos recursion Improve the efficiency of modeling complex mechanical domains, such as automotive and aerospace • ibro-acoustic response V analysis Maximize the potential of tidal power Emulate human bipedal locomotion on a robotic platform Page 5 of 5 | Solving Modern Mechanical Engineering Calculations • Soundtransmission • tatic and dynamic stress S calculations • afety analysis S • epresentative flow R velocity • etz limit B • ero moment point (ZMP) Z PTC.com