Practical Robotics Guide
Practical Robotics Guide
to Robotics
Contents
0 Getting Started ........................................................................................................................ 3
0.1 What is FIRST and FTC? ................................................................................................. 3
0.2 How to Build a Robot? ..................................................................................................... 4
0.3 How to Control the Robot? .............................................................................................. 4
0.4 What to Do at the Competition?....................................................................................... 4
0.5 How to Use this Guide? ................................................................................................... 4
1 Glossary .................................................................................................................................. 5
1.1 Competition ...................................................................................................................... 5
1.2 Building and Programming the Robot ............................................................................. 6
1.3 How to Read a Vector Drawing (Intermediate and Advanced) ..................................... 18
2 Electronics Guide and Resources.......................................................................................... 19
2.1 Hub Comparison (For New Teams) ............................................................................... 19
2.2 Hub Mounts Guide ......................................................................................................... 23
2.3 Programming .................................................................................................................. 25
3 Build Kit Overview, Hardware Guide, and Resources ......................................................... 27
3.1 Build Kits (Beginner) ..................................................................................................... 27
3.2 Hardware ........................................................................................................................ 31
3.3 Powertrain ...................................................................................................................... 34
3.4 Linear Motion................................................................................................................. 42
3.5 Attachments .................................................................................................................... 44
3.6 Lubricants ....................................................................................................................... 48
4 Computer-Aided Design Guide and Resources (Intermediate and Advanced) .................... 48
4.1 Choosing a Software ...................................................................................................... 48
4.2 Learning CAD ..................................................................................................................... 56
4.3 Tips and Tricks for Using CAD ..................................................................................... 58
5 Competition and Outreach Guide (For New Teams) ............................................................ 59
5.1 Team Management ......................................................................................................... 60
5.2 Marketing and Promotion............................................................................................... 60
5.3 Outreach ......................................................................................................................... 61
5.4 League Events and Independent Scrimmages ................................................................ 62
5.5 Engineering Notebook and Portfolio ............................................................................. 63
0 Getting Started
0.1 What is FIRST and FTC?
FIRST is a robotics competition organizer that targets students from grade 2 to grade 12 to compete
in fun, educational contests. FIRST Tech Challenge, also known as FTC, is designed for students
from grade 7-12. The pinnacle of their competition ladder, FIRST Robotics Challenge (FRC), is
designed for grade 9-12. The main difference between the two contests is the size of the robot,
FRC being approximately 3-4 times more expensive than FTC.
In FTC, there are local leagues, such as FIRST BC. The league will usually organize 2-3 match
days during the season for teams to practice and enhance their robot design. These matches are
called scrimmages, not counted towards elimination, but sometimes contributed to the qualifiers.
During Qualifiers, a few teams with low rank will be eliminated, and top teams will likely advance
to another qualifier or a regional final.
Matches are formatted in such a way – a 30-second Autonomous period and a 2-minute TeleOp
period. During the Autonomous period, drivers are prohibited from touching their controllers.
Once the Autonomous period end, the game will allow drivers to switch their program and pick
up their controllers. After the TeleOp period start, drivers may score points by remotely controlling
the robot. At the end of the TeleOp period, there is an End Game period where teams may score
extra bonus points. The points are totaled by calculating the cumulative point score from your
alliance.
Regional finals usually will consist of no more than 30 teams. The top 4 teams on the points
ranking usually will become alliance leader, where they may choose their alliance partner in the
following few rounds. They will play with other alliances and the winner of each match will
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 3
advance to the next round. The winning alliance of the final match will be awarded champion of
the robot matches.
FTC’s motto is gracious professionalism. Teams are obliged to take care of each other, maintain
their sportsmanship throughout the competition, and network with fellow competitors. Even if a
team have a barely functioning robot, the team will score points by simply showing up to each
match. To win an FTC match, you need to collaborate with other teams who may be your rival.
The whole experience of FTC is enlightening, fully of laughter entwined in fierce contest.
1 Glossary
1.1 Competition
Beginner
Beam – a long piece of sturdy structural piece that primarily resists load laterally to its beam axis.
Bushing – a metal or bearing lining inside a circular hole that usually have an axle revolving there.
They are placed to enhance the stability and the smoothness of the axle’s rotations.
Channel – a long, U-shaped structural piece that is designed to resist substantial load as well as
acting as a location to mount various hardware.
Extrusion – this is often referring to a manufacturing process of pushing materials into a tube with
consistent cross-sectional shapes. In robotics, extrusions are the products of the aforementioned
fabrication method.
Figure 2: Comparison between the rendered image of GoBilda Mecanum Wheel (left) and
Actobotics Omni Wheel (right).
Rubber/Heavy Duty Wheel – they are the most reliable wheels, producing the most traction.
However, their downside may be not having sufficient degrees of freedom.
Screws – fasteners that have threads on their outside, sometimes also called bolts (although bolts
and screws are completely different)1.
Servo – a device that may deliver rotational power with high torque and instant accurate
positioning.
Difference between a servo and a motor:
The biggest distinction between a servo and a motor is that a servo is often in a closed loop system
whereas a motor is often in an opened loop system, meaning a motor can turn continuously but
most servos can only rotate for around 180 degrees. In addition, motors usually have higher inertia
than servos, meaning their power delivery is slightly slower.
Hence, servos are generally used for tasks that require instant, accurate positioning of load;
motors are often used in tasks that require a consistent, continuously delivered rotational power.
Shaft – an axle that is often used to items that rotate (ex. Gears, wheels, etc.).
1
Quick Note: Technically, screws are fasteners used on threaded objects where bolts are often used on unthreaded objects (Even though the terms
are used interchangeably in usual conversations). It may be useful to know that some screws are self-tapping, meaning they make their own threads.
With most FTC kits, the fasteners provided are technically bolts, because most parts are not threaded, even though they may refer to them as
machine screws.
Adaptor – 1. An electrical component that may convert the electrical current to allow to
incompatible parts to be connected.
2. A mechanical components that have a series of threaded pattern to allow components from
different build systems to connect.
Bearing – a circular component that is often used as bushings to reduce friction between two
components.
Belt – a continuous band of material that transfers motion from one pulley to another.
Bracket/Brace – they are often used interchangeably, meaning an intermediate part that connect
something to a larger part at a specific angle.
Clamping Mount – a motor mount that utilizes the pressure provided from a set screw clamping
the motors down.
Collar – a component that caps off a shaft, preventing shafting and its bushings to slip.
Coupler – 1. A link that connects two components together.
2. a component that acts as a collar.
Hub – 1. An electronic component that is the main onboard controller where all electrical motors,
servos, and sensors are plugged into.
Figure 5: Comparison between D-shaft (left), hex-shaft (center), and square-shaft (right).
Mushroomed/Chewed up - wore out shaft that have a very rough surface pattern which
may not rotate smoothly
Tubing – a tubular form of a material. The most common one in FTC is surgical tubing.
Washers – a metal ring that is often placed on a screw or axle to create less friction between two
components, allowing better rotation.
Torque – a measurement of angular force.
2
but some may argue that these build kits obey the ANSI Metric system
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Center Punch – a tool where you make a dent on the material before you drill them, a simple way
to make sure you drill the correct place.
Computer-Aided Design – a tool that may allow you virtually construct the robot and test out its
mechanical properties, as well as functionality to a certain degree.
Drill Bits – attachments of drill press and impact driver, usually have a filleted triangular end that
can be secured by the chuck (the part where all attachments connect with the drill).
Drill Press – a machine designed to drill perfectly vertical holes on components.
Hacksaw – a saw with a thin band as the blade, often used in metal work.
Pliers – a pair of diagonally-mounted pincers designed to grip on something.
Ratchet (Socket Wrench) – a size specific mechanical device that is used in fastening nuts or bolts
by attaching a socket to it.
Screwdriver – a type of tool that is designed to fasten screws.
Phillips – a cross-shaped head that is very commonly used for machine screws. They are
also quite resistant to being cross threaded.
Flat – a slot-shaped head that is commonly used. They are very resistant to being cross
threaded, although they may be difficult to install.
3
Quick note: In American English, wrench and spanner are used interchangeably. However, they are distinct from each other. Wrench is specifically
referring to adjustable wrenches where spanners are size specific. Therefore, most wrenches used in FTC are technically spanners.
Figure 15: Control Hub connectivity diagram from REV Robotics [12].
2.3 Programming
Programming is an integral part of FTC. In order to gain control of the robot, in this section, we
will look into how RC and DS communicates and how we can take control of this communication.
Figure 18: Overhead Manifest of the REV Robotics V3 Build Kit [15].
3.1.2 Tetrix
Tetrix is the direct opposite of the REV kits. Their kit is neither light nor versatile, but the structural
components of a Tetrix robot is considerably stronger than REV Robotics. They also come with
very good quality wheels and brackets. It must be said that Tetrix is by no means the cheapest
(both with and without discounts). In addition, the Tetrix kit has the least number of different parts
and they do not have a wide range of possible upgrades.
3.1.3 Actobotics
Actobotics is a very interesting case. Nearly all their components are aluminum; they have the
widest range of parts to choose from; they are one of the cheaper kits with discount… All of that
is great, except they are fully committed to using ANSI Inches parts, making them incompatible
with most other kits. Although they do make a wide range of adaptors, those are pretty expensive.
Figure 20: Manifest of the Actobotics FTC Competition Build Kit [17].
Figure 21: Manifest of the GoBilda FTC Master Build Kit [18].
3.2.1 Fasteners
Fasteners in FTC refers to the screws, nuts, washers, as well as tapped plates (because they act like
a nut). When selecting which type of fastener is most effective for your robot, please consider the
following questions: what is the purpose of using this fastener? Is there an alternative form of
fasteners that may work better in this case?
3.2.1.1 Screws and Bolts
Screws in FTC is crucial because they are the key prospect that is keeping everything together.
There are hundreds if not thousands of different types of screws out there with different sizing
mechanism, different patterns, as well as a range of various dimensions. To choose from this
chaotic cluster is extremely challenging. Thankfully, FTC build kits has simplified this issue.
Most kits follow either the ANSI Metric or ANSI Inches system, meaning they are internationally
standardized, allowing you to purchase that exact size from any hardware retailer if needed. In
addition, all FTC screws are either button head, hex head, Philip head, or socket screws (If you
have trouble comprehending these terms, please refer to Figure 12 or our Screw Sizing Poster via
our website), which are very common, and you can buy the appropriate tools easily.
However, if you wish to purchase additional screws, make sure to check the sizes of screws
provided by your build kit. Usually, regardless of the tools required to fasten them, all ANSI
standard screws with the correct dimensions will be compatible.
One issue with aftermarket screws is they may be easier to prevent cross-threading, especially if it
is a Philip head screw. In the past, we have struggled with some preinstalled servo horn fasteners
because they are aluminum and highly malleable. In the end, many of which are drilled out and
replaced with stainless steel screws.
Something else to keep in mind is the outer coating of screws. Many companies advertise their
fastener as anti-corrosion, but only the ones dipped in electrolyte solutions may achieve their
advertised lifespan. Since FTC only use small machine screws, we suggest zinc or magnesium
plated fasteners rather than galvanized because galvanizing may cause minute deformation in the
threads, which has a much more significant effect as the major diameter of the screw gets smaller.
We suggest simply using the kit provided screws as much as possible. However, if you do need to
purchase additional quantities, we suggest sticking with the same retailer as your build kit.
If your retailer does not provide the parts you need, another brilliant source is your local hardware
stores or automation retailers. In most cases, they have a large inventory of fasteners. The benefit
of these locations is they are easy to be returned if you do make a wrong purchase, as well as in-
person assistance from their clerks.
Nuts are critical to robot construction; they are the main components that keep your structural
components in check. Due to this reason, you should be extremely careful when choosing nuts.
In FTC, some build kits such as REV Robotics provide wonderful nuts that are both nylon locking
and can slide into their extrusions so they will not spin around when you try and fasten it. However,
not all build kit provider is this kind to teams.
The best example is Actobotics. Nylon locking nuts are brilliant, they do not come off easily and
are more reliable. However, the ones provided by Actobotics are extremely painful, namely the
locking rings are too thick, increasing the resistance to an almost unmanageable level. In addition,
they do not provide any wrenches either, meaning you might need to make additional purchases 5.
Another example of faulty nut is Tetrix. Their kit comes with a set of nuts called kep nuts, meaning
they have a locking pattern on them that can fold onto the metal as you fasten them. They are
wonderful to install, but they are often back themselves out of the threads due to the lack of locking
features.
There are a few ways to tackle this problem. In summary, nylon locking is the best option to
prevent this from happening. But if one is unavailable, using a screw with the same major diameter
but a smaller pitch may help. This essentially makes the threads clamp together with each other,
creating more friction so that the nuts cannot back themselves out. However, this may also increase
the wear on the screw.
Another solution is to use thread locks or Locktite. They are adhesives that essentially glues the
screw to the nut. The benefit of using them is that you can still easily take the screws out (albeit it
will be slightly harder). However, it also increases wear and may not be much cheaper than
replacing all the nuts6. In addition, be careful when choosing a thread lock for your robot, because
different color usually signifies different strength and using a very strong thread lock may
permanently damage your screws.
3.2.1.3 Washers
Washers, as fasteners, are often forgotten. However, they are crucial to keep the motion of your
rotary components nice and smooth7 by creating a slight gap between the rotary and the structural
4
https://www.mcmaster.com/
5
Something that is even more peculiar is that the thread nominal diameter of the nut is imperial, but it does not fit
into any imperial socket nice and snuggly. Our suggestion is to use an 8mm ratcheting wrench to hold it down.
6
Our team personally uses the blue Factory Team Thread Locks. You can purchase them via this website.
Alternatively, your local RC shop will carry an equivalent.
7
Please do not confuse them with bushings. Bushings keep them rotating smoothly by reducing the friction between
the component itself and the cylindrical surface of your structural components whereas washers simply prevent the
collars of your rotary component from rubbing the flat surfaces of your structural components.
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components8. They are also not size sensitive, as long as the ID is larger than the major nominal
diameter of your fastener and the OD is small enough for it to not block more screw access points.
3.2.1.4 Tapped Plates
Tapped plates are wonderful components. They essentially replace nuts, making building much
easier and creating a much cleaner overall resultant. However, they are expensive, and you should
be careful with them.
Firstly, they usually are more expensive, and they might not match your robot’s mounting patterns.
Secondly, they almost never have locking features. And finally, most build kit manufacturers make
a lot of these components, but they are almost never sold with your build kits.
A potential solution is to make your own tapped plates since cutting and tapping sheet metal is
neither hard nor expensive, albeit it may be time consuming.
3.2.2 Chassis
Chassis is arguably the most important part of your robot. They must be strong, flex-free, versatile,
and preferably light. In summary, a chassis may make or break your robot design.
Since it is an integral part of your robot, here are our suggestions to building a successful chassis.
- Use plenty of structural components, especially beams and channels.
o Avoid pattered plates because they might bend under high load.
- Create plenty of room for mounting attachments.
- Make sure all electronics are mounted stiffly on your robot, and grounded.
- Avoid plastic components, especially 3D printed parts.
- Use proper mounts for all dynamic components.
- Allow sufficient ground clearance.
- Make sure no rotary and dynamic components are rubbing on any static components.
o Add washers, spacers, or lubricants to mitigate these issues.
- Make sure your powertrain is reliable and relatively easy access in case anything goes
wrong.
3.2.3 Attachments
Although chassis is the most integral part of the robot to ensure its functionality, attachments are
by far the most important to insure it scores high in the competition.
In the past, our team had failed overwhelmingly in this aspect, so we elected to list everything we
learned from our past experiences.
- Make things reliable
o The more degree of freedom, the faster your design fails.
o Make sure all the fasteners are snug, but not too tight 9.
8
Please do not confuse them with spacers. Spacers are designed to create a designated space between two
components whereas washers are designed to create a minute space just so components do not rub with each other.
9
Make things hand tight. Too tight might result in cross threading the socket screws.
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o Avoid pivot points.
o Always consider how much torque you need to counteract the leverage a pivoting
cascading arm may impose to your robot.
o Always overpower instead of underpowering a component.
- Make all your motions as controlled as possible.
- Use as little moving parts as possible.
- If you decide to use gears to transmit motion, make sure the axles are well sandwiched
between multiple channels and secured with multiple bushings and collars.
o Use pillow blocks whenever possible.
3.3 Powertrain
Powertrain goes hand in hand with chassis, it dictates how fast your robot may move. In the
following section, we aim to describe and discuss the benefits and issues of some basic powertrain
setups.
Two-wheel drive is a very simple design idea where you use two wheels to power your front or
rear wheels and leave two dead wheels on the other end. This mechanism is very easy to build
because there is often very little gearing required and you only need to power two wheels instead
of four. Lack of moving parts means it will be more reliable and requires little time to tweak the
system out.
However, where you gain in mechanical simplicity, you will lose on the field. Two-wheel drive is
very impractical on the field. You often spend a lot of time turning and attempting to point the
robot at the right direction. It is also dismal at precise operations. If you wish to make fine
adjustments with a two-wheel drive robot, it will be time consuming, and you may not even achieve
the target result.
Therefore, unless your team is a complete beginner or have run out of time to construct a robot,
we would not suggest going with two-wheel drive.
10
Strafing – to drive in a direction that is neither forward, backwards, or turning left or right.
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3.3.1.2 Four-Wheel Drive/Tank Drive
Tank drive is a very practical driving style. It provides you loads of traction and power, it allows
you to traverse difficult terrains, and it is mechanically simplistic if you avoid complicated power
delivery system. It is almost one that lies in the middle of the range. It can do a bit of everything
but it not the best at anything.
Tank drive is not as dreadful to handle as two-wheel drive robots, but you still lack the ability to
make fine adjustments. They offer a lot of traction, but they lose out to six-wheel drive robots in
that regards. They are mechanical simplistic with simple power delivery systems, but most teams
will need to use gear, sprockets, pulleys, or more complicated systems to deliver motion, so there
really isn’t much to gain from that aspect.
Therefore, we would suggest you balance the performance requirements and your other needs
before you commit to a four-wheel drive chassis. However, on the plus side, if you do regret the
choice because you need additional maneuverability, it is always as simple as switching the wheels
and change up the codes to become mecanum-drive robot.
3.3.1.3 Mecanum H-Drive (Intermediate and Advanced)
In most seasons, you will see most teams using this driving mechanism. It is a very versatile system
where you may extract almost maximum performance from all aspects (except for mobility). It is
really nice to drive, and the mechanical requirements of these mechanisms is really simple.
However, it will be a huge commitment to go with this mechanism instead of the more simplistic
ones.
As a starter, mecanum wheels are very expensive, and they must be formatted in a set format. If
you install them correctly, your robot can strafe in virtually all directions, albeit slower than going
forward or backwards. In addition, programming them to go in a specific format can be extremely
painful, namely due to the complicated system for each wheel to go in the correct direction when
strafing.
In summary, mecanum wheels are fantastic and you will see most teams in most seasons using
them. However, they are somewhat painful to work with and a huge monetary commitment.
Therefore, we would suggest mecanum drive as long as you are not in huge demand of grip and
you are willing to invest time to fine tweak the system.
3.3.1.4 Six-Wheel H-Drive (Intermediate and Advanced
Issues with mecanum drive may be fixed by simply replacing mecanum wheels with traction
wheels, which in turn reduces a robot’s maneuverability. However, if you are in demand of more
traction, six-wheel drive is the way to go.
Its benefits come from installing six wheels onto the robot, usually powered by 2-4 motors. This
makes direct drive inapplicable. Therefore, it increases the mechanical complicity dramatically. In
addition, consider the weight of the robot before deciding to power it with 2 motors because it may
easily burn them out.
If the degree of maneuverability offered by mecanum drive is still insufficient, consider holonomic
drive. Whereas mecanum drive falls in the category of H-drives, holonomic drive is much more
complicated, and it requires wheels pointing in strange directions. Its benefit being it may drive to
any direction accurately and with no speed difference.
It is quite an extreme setup, and we cannot grasp why a team may choose to use this drivetrain
simply because mecanum drive offers most of what a holonomic drive offer, except it is much
more versatile and mechanically simplistic because robots do not like the diagonal positionings.
At least in FTC, you will never need more maneuverability than mecanum drive may offer.
However, if you do see a team choosing this style, be mind that they have definitely put in loads
of work and they are probably one of the most intricate teams in your league.
3.3.1.6 Drive Style Comparison
In FTC, depending on the season, all teams seem to favor one drivetrain. In most cases, that will
be mecanum drive. In odd seasons that you need to climb or go over bumps, you will see a lot of
teams going with tank or six-wheel drive.
The following diagram will give you a very good, graphical overview in what each drive train has
to offer.
Direct drive means to use the shaft of your motor to directly transmit motion to your wheels, which
is a really reliable and mechanically simplistic way to power your wheels. Its downside being your
motor ratios much be fitting to provide both enough torque and speed to your wheels, which is
often not the case. Another issue being potentially damaging your motors, which will be expensive
and extremely problematic. Therefore, we would only suggest doing so if you are a beginner team;
for teams that wish to build a more permanent powertrain, we suggest you looking into other
mechanisms.
3.3.2.2 Gear Drive (Intermediate and Advanced)
Gearing is a fundamental topic that many struggles to grasp. Some say that it is extremely simple,
just put two gears at a spot where they make contact and spins. However, in robotics, we prefer to
look at it from a more pedantic side of view.
There are many types of gearing contraptions: regular gears, worm gears, bevel gears, pinion and
rack, internal, helical, herringbone, etc. In FTC, after years of kit development, regardless of your
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 37
build system, you may easily adapt these gearing systems to your drivetrain (though some are
really not designed to do so).
After committing to a specific gearing contraption, you also need to choose its ratio. Do you want
more speed, or more torque? If you want more torque, are you interested in stall torque because
that could make you change your DC motors if they are not fitting. The list gets long and frankly
no one can think of all of them at a certain point of time.
Therefore, to simplify, we will only suggest using spur gears in the drivetrain.
11
The pitch of both spur gears should be identical, or else the motion will not be transmitted smoothly.
12
Note that torque referred here is not stall torque.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 38
space them out carefully at a certain angle and location, thus making the system extremely delicate
and faulty.
Therefore, gearing a powertrain is a good solution, but it is not mechanically simplistic and require
immense attention to build a reliable system.
3.3.2.3 Sprocket and Chain (Intermediate and Advanced)
Sprocket and chain may sound like a complicated system, but they are commonly seen in everyday
life, namely on your bikes. Similar to gearing, roller chain systems can be largely complicated if
you do dig deep into the geometries. However, in our case, our main concern is in achieving a
highly reliable yet fitting powertrain.
Figure 25: Impact of Change of Size of the Driver and the Driven Sprocket [20].
Unlike a gearing system, a sprocket and chain system will allow you to space out the sprockets,
thus generating more flexibility in packaging. In addition, sprocket and chain systems are more
reliable because the chain is almost holding it in place, while allowing some minor shifting
between the two parts.
However, it is much more complex to work with at times. Firstly, you must cut the chains correctly,
that means positioning it to the right place and find the correct bearing pin to push out. This is
almost an irreversible process and could be time consuming. In addition, you must keep in mind
the oscillation between inner and outer plates, because this pattern may be problematic to the chain
tension in some cases. Another issue of this system being its connection. You may be able to
connect them with either sealing the original link or a master link, but both are somewhat annoying
to put together and undo, especially working with the original link. They almost always fail when
extreme force is exerted onto pin that has been pushed in and out multiple times.
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Therefore, depending on your need on packaging, gearing and chaining are equally painful,
although we will still recommend doing so to protect your motors.
As a note to all teams choosing to use sprocket and chain for their drivetrain: if you elect to use
the chain provided by any FTC build kit, they will be ANSI #25 chain, meaning you may purchase
them for a lower price at your local hardware store. If your build kit only provide plastic chains,
you may easily replace them with their equivalent, given it follows the ANSI standards.
If you struggle to understand the technical terms mentioned above, please refer to the glossary
section, specifically Figure 8 & 10.
3.3.2.4 Timing Belt System (Intermediate and Advanced)
Timing belts might be a foreign term for some people, but it is extremely prevalent in the
automotive industry. Simply open the hood of a car and locate its alternator 13, you will see a
complicated belt and pulley system.
The timing belt system on an FTC robot will be vastly similar to one on a car, albeit with less
moving parts. All systems must consist of a timing belt and at least two pulleys. In such system,
the timing belts are usually stretch-on14, although some may demand you to use a special tool15.
This is not quite the case for FTC build kits.
Most popular kits do not come with belts 16, although their parent company may carry them. If you
do decide to use them, you must keep in mind that their properties are unique and may be hard to
adapt to another system.
All belts from FTC build kits will all require tensioners, which is a small contraption that allows
an idler to control the tension by pressing onto the outer trim of the belt.
In addition, if you need something to control the packaging or a more permanently mounted
tensioner, a simple solution is to install an idler directly onto the frame.
The relationship between the pulleys in a belt system is identical to one in a roller chain system
(please consult section 3.3.2.3 for more information).
Another key thing is that the size of the timing on the belts because they come in various shapes
and forms. For example, GoBilda elects a circular timing pattern where as Actobotics compatibles
have a more angular timing pattern. Also, they are of a different size. Both the pitch and the height
of the timings on these two systems are different.
Timing belts are just as annoying in terms of sizing as sprocket and chains, namely its lengths.
13
Usually beside the engine, on the passenger side, just under in intake manifolds if they route them in the standard
way.
14
You must cut them to remove them, which is inconvenient for robotics teams.
15
Usually not strictly necessary, though it is a good idea to use them.
16
GoBilda being the exception.
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Figure 26: An Example Setup Schematics from GoBilda [21].
The above power delivery method of the most common ones in FTC. However, some teams may
decide to use a niche design to extract maximum performance. For example, when I personally
competed in the Austin Metropolitan Championship in Texas, many teams would elect to use
compound gearing for better packaging. A team went as far as creating their own transmission,
powering all four wheels with two motors that was sandwiched between their chassis and their
crane mechanism.
In addition, for better off-roading performance, some teams may skip the regular powertrains, and
created an oscillating tank drive with three wheels on each corner.
Therefore, although the previous section is designed to be comprehensive, many teams may push
the boundary of possibility just for the smallest margin of performance gains.
3.3.2.6 Power Delivery Method Comparison
Choosing the correct power delivery method for your powertrain is almost an art of gain and
compensation. Each power delivery method has its own problems and gains. Direct drive is very
simple and compact, but it may cause issues if
3.5 Attachments
If you have followed this guide chronologically, you should now have a powertrain with
potentially a linear motion actuator attached.
However, although you have a fully functional robot, it cannot complete any mission, since it may
not be able to handle the game elements. Therefore, the key here is to have some sort of
attachments there to handle the game elements. The following section aims to cover some popular
ideas and mechanisms.
3.5.1 Intake
Intakes are really common because in most seasons, robots are allowed to carry multiple game
elements. Unfortunately, for Freight Frenzy, that is not the case. Nonetheless, they are extremely
useful contraptions.
The most common two types of intakes are roller intakes and scooping intakes.
Roller intakes are arguably the most prevalent type because they offer a great degree of flexibility.
In essence, it utilizes the concept of a rotating sweeper that sweeps parts into a certain chamber,
thus letting the robot gaining control of the game element.
3.5.2 Claw/Gripper
In seasons where you may only control a single field element, grippers are brilliant ideas since
they offer a great degree of precision.
17
The 2018-2019 FTC Season.
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Figure 34: Example Dumping Mechanism.
They are mechanically simplistic, easy to command, only have a single moving part, do not create
a large load to any component, and requires minimal service throughout a season. Their only pitfall
being it may not be as controlled as other release mechanisms, which may be problematic for
certain seasons.
3.5.4 Others
Attachments are highly season dependent. Some seasons you may only need a single attachment,
whereas other seasons may demand multiple whilst operating in sync with each other. As we have
iterated multiple times, the best place to brainstorm design ideas is to look at robots from past
seasons, especially the ones that had huge scoring success. Tailor your own attachments in
accordance with the specific challenge.
18
They are designed for large moving parts, not small bearings.
19
This is often referred to with other terms as well, such as hobbyist vs professional, basic vs complex.
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Traditional CAD often refer to the professional software that engineers use to turn 2D technical
drawings into 3D objects through a selection of geometrical operations. Some common software
and their parent companies include Fusion 360 (Autodesk), AutoCAD (Autodesk), Inventor
(Autodesk), Creo (PTC), OnShape (PTC), SolidWorks (Dassault Systemes), and CATIA (Dassault
Systemes).
Non-traditional CAD refers to modeling software that uses non-technical operations to model
certain geometries. Some prevalent examples include Autodesk 123D, Tinkercad, Blender, etc 20.
In the following section, we will be concentrated on traditional CAD as they are more relevant to
the modeling required for FTC.
20
It should be noted that some do not consider them as CAD, but rather rendering.
21
It is not about if you can make edits afterwards, but Fusion 360’s parametric modeling support is not great; more
on that in section 4.3.1.
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4.1.2 Autodesk Inventor
Autodesk Inventor is very similar to Fusion 360. Other than the user interface and some function
integration, it is almost identical to Fusion 360. The two shares many features for basic modeling
and assemblies.
However, unlike Fusion 360 which is designed for makers, consumer products, and other hobbyist
usages, Inventor is specifically designed for mechanical engineers.
You can see that in its tool selections and its lack of CAM integration, as well as its increased
support to dynamic and parametric modeling.
4.1.3 OnShape
Onshape is also very similar to Fusion 360, though in a radically different way. Both are designed
for consumers, not professionals; both are free for hobbyist and students while a pro-license only
unlocks some more advanced collaboration features; both have very user-friendly UI; both
integrated similar programs, even though Fusion is more extensive; etc.
However, there is a defining difference between them – Fusion is partially cloud-based 22, whereas
Onshape is completely cloud-based. That means of your computer cannot match the processing
minimum requirement of any CAD software, Onshape is your only affordable choice.
22
The software is locally installed, all functions happen locally, but the parts and storage of independent
components is cloud-based.
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Figure 37: UI Example of Onshape [30].
Onshape is available to use on a browser, without any operating system restriction, and does most
of its calculations remotely. That means even using a slim-profiled computer will not induce
serious damage due to overheating, or at least in comparison to other available software.
It also offers an extensive amount of advanced modeling support, as well as direct importation of
parts.
However, its major downside being the slow operating speed when encountering a major project.
Depending on your current hardware setup, you might be better off going with Fusion 360 if they
can undergo the load required.
4.1.4 SolidWorks
SolidWorks is the flagship product from Dassault Systemes, it is also the industry leading CAD
software. Despite its expensive price, it is very much worth it.
Although it lacks the ability to collaborate and direct import, its assembly mechanisms are easily
the best. They use both mechanical and geometric assembly, with integrated shortcut, which makes
modeling your robot with 100+ components much more efficient than others.
Personally, we use SolidWorks and Fusion 360, so we may be biased. However, from trying out a
variety of software, this is still by far the most user friendly once you get use to its UI.
However, its downside being its price, with a multi-thousand yearly subscription fee or a student
version that is more affordable. We personally use an older version of SolidWorks because it used
to offer a lifetime subscription by paying a one-time fee.
A cheaper way to acquire SolidWorks is to purchase a permanent license of SolidWorks from
someone who updated to the most recent version.
23
Only from ANSYS, since it was only released half a year ago. Online learning communities takes a long time to
grow.
24
In FTC, 3000 core-hours is only enough to calculate the stress exerted on a static strafer base at decently high
resolution, then you have to pay them for more usage, which will become very much unaffordable.
25
In the case of laptops, APU is the proper term.
26
Since the graphics card in the CPU is not being used, less power is distributed there, and less heat is generated in
that compartment.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 53
without any pixilation. This shows the fundamental difference between graphics cards that are
designed for CAD and those that are designed for other purposes.
Figure 39: Example of Issues Caused by Insufficient Support from Graphics Cards.
27
The previous figure shows a workspace without render, where as the Quadro graphics card can sustain the load of
rendering the workspace. Therefore, although this comparison is not completely fair, it is simply due to the inability
from the gaming graphics card, outlining the benefit of a workstation graphics card if they are affordable to you.
28
Note that most gaming desktop cases are unfitting because they offer too little cooling duct and instead prioritizes
aesthetics.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 54
4.1.8 Software Comparison
4.2.2 Sketching
Sketching is the basic of modeling. The 4 aforementioned software all require 2D technical
drawings in order to conduct any basic features. Therefore, sketching is the absolute fundamental.
Sketching in CAD is just like drawing anything on your laptop except everything are straight or
controlled arcs with dimensions and constraints.
To make something that is reliable and accurate to your end goal, always make sure the basic
sketches are fully fined with no free moving points. In addition, always use driven dimensions to
define parts, so that you can make sure that they will not be influenced by unwanted parametric
modeling features.
4.2.3 Features
Features are often referred to steps that you may take to transform a 2D technical sketch into a 3D
object or ones that modifies the 3D objects that you already have.
Most CAD software have an extensive bank of features where some is simply out of our scope.
In essence, features are like sketch tools, you need to make sure all aspects are well-defined. This
is often simplified by the software itself, imposing constraints that streamlines your design.
4.2.5 Assemblies
For FTC, since most of your robot will be from build kits or off-shelf parts, you will spend most
of your time indulging in assembling parts on CAD if you indeed spent the time and effort to learn
and use CAD effectively.
Assemblies are just like modeling; except they use a complete different set of tools to achieve the
result.
The main feature for assembly is mating, regardless of if it is mechanical, geometrical, or a special
dynamic joint that is a special feature all by itself. Mating is a concept that is extremely easy to
grasp, especially with the basis of modeling. It essentially is like creating a technical drawing,
assigning a series of constraints to make it look like a certain thing.
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For FTC, chances are you will eventually have hundreds of parts in your file, meaning very slow
response time and potentially downgraded graphics. In that case, be very patient with it, and save
your draft after every major step.
29
The more advanced your build, the more you must indulge in working with external build materials such as sheet
metals or 3D printed parts, which means less build kit parts. Nonetheless, you will have to assemble them in CAD
anyhow.
30
Regardless of the version, since there are two distinct versions of .STEP. Their distinction being one is newer and
designed for the newer operation systems.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 58
everything because that will damage your process. If that describes your case, then feature
suppression will come to your aid.
Feature suppression is a tool where you can temporarily ignore the effects of certain features.
This is very useful because it can simplify your model. In addition, sometimes you want to see
what it will do if you make a small modification in an early step, but the software is refusing that
because a later feature may encounter an error. In that case, you can suppress that feature to
avoid that issue.
Feature suppression is one of the neatest tricks when modeling and it has helped us drastically
over the past season. Therefore, try and utilize it when needed.
31
Personally, I think they are fine, they are all patterned and are quite easy to grasp. However, my peers have
pointed out that most people who have yet to work with CAD extensively might not yet be equipped with the ability
to associate SKU numbers with parts by inspection.
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technical aspects of FTC, as well as what to do at most league organized events, including
qualifiers and elimination finals.
32
This changes every season. As of the 2021-2022 Freight Frenzy Season, it is called the team shipping element.
33
Usually 4, sometimes more if the event hosts a large number of teams, although it is a very rare occurrence.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 62
miscalculate their robot’s capability (we have definitely done that before). If your robot has
encountered an issue, let your alliance partner of the following matches know ahead of time, so
they may adapt their strategy accordingly.
5.4.2 Scouting
At your first event, you might see many teams running around, talking to you all with a pen and a
clipboard. They are scouting, and they essentially want to know how good your robot is, what can
your robot do, and how they can adapt their strategy around yours.
This is a critical process of FTC and goes hand-in-hand with inter-team communication. Most
teams do that so they have a good grip on if they must make certain adjustments to their program,
especially autonomous mode, since two alliance partner’s robots may collide with each other.
In addition, if the team is confident at becoming one of the alliance leaders, they need to watch
your robot in action, how your drivers work together, and how helpful you may be to them down
the line as an alliance partner.
Regardless of your competitiveness, you should still do scouting, especially when you can borrow
design ideas from other teams while doing so. In addition, observing other teams’ strategy ideas
can often help you to improve your ideas.
6 Resources
Mecanum Wheel Tutorial form AndyMark:
https://files.andymark.com/PDFs/MecanumWheelTutorial.pdf
Tetrix Omni Wheelbase Building Tutorial:
https://www.fllcasts.com/materials/342-tetrix-box-robot-chassis-for-ftc-competitions#is-js-
viewer
Timing Belt and Chain Technical Directory:
https://sdp-si.com/PDFS/Technical-Section-Timing.pdf
Official 2021-2022 Wiring Guide:
https://www.firstinspires.org/sites/default/files/uploads/resource_library/ftc/robot-wiring-
guide.pdf
REV Robotics Intake Kickoff Concepts:
https://docs.revrobotics.com/kickoff-concepts/freight-frenzy-2021-2022/intake
Example Sponsorship Package:
https://entradoxrobotics.notion.site/entradoxrobotics/Sponsorship-Package-
9e4ec12c3a1e42f09716867b5c18b83b
[2] “Tetrix Box Robot chassis for FTC Competitions,” FLLCasts. [Online]. Available:
https://www.fllcasts.com/materials/342-tetrix-box-robot-chassis-for-ftc-competitions#is-js-
viewer.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 64
[3] “2920 series steel set-screw collar (1/4’ bore) - 2 pack,” ServoCity. [Online]. Available:
https://www.servocity.com/2920-series-steel-set-screw-collar-1-4-bore-2-pack/.
[4] L. Lipot, “Chain and sprocket,” Mechanisms: Chain and Sprocket. [Online]. Available:
https://www.notesandsketches.co.uk/Chain_and_Sprocket.html.
[5] Unknown, “What makes a machine so simple?,” What makes a Machine so Simple?, 01-Jan-
1970. [Online]. Available: https://rmhspoe.blogspot.com/2013/11/what-makes-machine-so-
simple.html.
[6] “Building roller chain geometries in the Multibody Dynamics Module,” COMSOL. [Online].
Available: https://www.comsol.com/blogs/building-roller-chain-geometries-in-the-
multibody-dynamics-module/.
[8] Arcticpenguin and Instructables, “When a Phillips is not a Phillips!,” Instructables, 08-Nov-
2017. [Online]. Available: https://www.instructables.com/When-a-Phillips-is-not-a-
Phillips/.
[9] The Zen Cart™ Team and others, “Measuring tips,” Metric Screws are our specialty.
[Online]. Available: https://www.metricscrews.us/index.php?main_page=page&id=3.
[10] “US machine screw diameters,” Bolt Depot - Machine Screw Diameter Table. [Online].
Available: https://www.boltdepot.com/fastener-information/machine-screws/machine-
screw-diameter.aspx.
[13] 2021-2022 FIRST Tech Challenge Robot Wiring Guide. [Online]. Available:
https://www.firstinspires.org/sites/default/files/uploads/resource_library/ftc/robot-wiring-
guide.pdf.
[15] “FTC starter kit V3,” REV Robotics. [Online]. Available: https://www.revrobotics.com/rev-
45-1883/.
[16] “TETRIX FIRST Tech Challenge Competition Set,” Pitsco. [Online]. Available:
https://www.pitsco.com/Competitions-Clubs-and-Programs/FIRST-Tech-
Challenge/TETRIX-FTC-Competition-Set.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 65
[17] “FTC Competition Kit (21-22 Season),” ServoCity. [Online]. Available:
https://www.servocity.com/ftc-competition-kit-21-22-season/.
[18] “Master FTC Kit (8mm REX Shaft, 2021-2022 Season),” ServoCity. [Online]. Available:
https://www.servocity.com/master-ftc-kit-8mm-rex-shaft-2021-2022-season/.
[19] “(PDF) fault detection and localization of ... - researchgate.” [Online]. Available:
https://www.researchgate.net/publication/271324967_Fault_detection_and_localization_of
_mechanical_drives_based_on_data_fusion_techniques.
[20] “Sprocket and chain physics,” Advanced Sprockets and Chain - 15mm Build System.
[Online]. Available: https://docs.revrobotics.com/15mm/transmitting-and-transforming-
motion/sprockets-and-chain/sprockets-and-chain-advanced.
[22] Victor Leung, “Polargraph – Drawing Board,” Victor Leung, 28-Apr-2013. [Online].
Available: http://www.victorleung.info/post/polargraph-drawing-board/.
[23] “TETRIX® Max Rack and Pinion Linear Slide Pack,” TETRIX® MAX Rack and Pinion
Linear Slide Pack (W39300). [Online]. Available: https://www.pitsco.com/TETRIX-Rack-
and-Pinion-Linear-Slide-Pack.
[25] “Linear Actuator kit a (7.4’ stroke X-rail piston),” ServoCity. [Online]. Available:
https://www.servocity.com/linear-actuator-kit-a-7-4-stroke-x-rail-piston/.
[28] “Fusion 360 tutorial: Basics and tips for 3D printing,” Formlabs. [Online]. Available:
https://formlabs.com/eu/blog/fusion-360-tutorial-basics-and-tips-for-3d-printing/.
[29] “What’s New: Autodesk Inventor 2019.1 Update,” Autodesk. [Online]. Available:
https://blogs.autodesk.com/inventor/2018/07/19/whats-new-autodesk-inventor-2019-1-
update/.
[30] “Designing an Open-Access F1 Car on the Cloud,” Onshape. [Online]. Available:
https://www.onshape.com/en/resource-center/innovation-blog/designing-an-open-access-
f1-car-on-the-cloud.
34
If you have any technical questions or suggestions, please email to the former because Grace drafted up most of
the technical contents, whereas Phoebe focused on diagrams, readability, and general aesthetics of the guide.
©Entradox Robotics 2021, Phoebe Xu & Grace Yu 67