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EBOOK - electrical drives - principles planning applications solutions (jens weidauer)

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EBOOK điện ổ đĩa các nguyên tắc lập kế hoạch ứng dụng các giải pháp sách (jens weidauer) sách (jens weidauer)EBOOK điện ổ đĩa các nguyên tắc lập kế hoạch ứng dụng các giải pháp sách (jens weidauer)EBOOK điện ổ đĩa các nguyên tắc lập kế hoạch ứng dụng các giải pháp sách (jens weidauer)

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detailed bibliographic data are available on the Internet at http://dnb.d-nb.de.

Authors, editors and publisher have taken great care with all texts and illustrations

in this book Nevertheless, errors can never be completely avoided The publisher, the editors and authors accept no liability, regardless of legal basis Designations used

in this book may be trademarks whose use by third parties for their own purposes could violate the rights of the owners.

www.publicis-books.de

Publishing editor: Gerhard Seitfudem, gerhard.seitfudem@publicis.de

Print ISBN: 978-3-89578-434-7

ePDF ISBN: 978-3-89578-923-6

Editor: Siemens Aktiengesellschaft, Berlin and Munich

Publisher: Publicis Publishing, Erlangen

© 2014 by Publicis Erlangen, Zweigniederlassung der PWW GmbH

The publication and all parts thereof are protected by copyright

Any use of it outside the strict provisions of the copyright law without

the consent of the publisher is forbidden and will incur penalties

This applies particularly to reproduction, translation, microfilming

or other processing, and to storage or processing in electronic systems.

It also applies to the use of extracts from the text

Printed in Germany

This contents of this book are based on a collaboration with the sfb Bildungszentrum www.sfb.ch

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Electrical drives are the most important source of mechanical energy in machinesand industrial plant In our modern world, they ensure that motion can take place,and that transport and manufacturing processes are possible at all Although thetechnical field of electrical drives is over 100 years old, today it is more dynamic anddiverse than ever

It starts with the electric motors themselves, the heart of all electrical drives Today,they are not only available in the widest range of designs and power classes – fromstandard motors for direct-on-line operation to highly-efficient servo motors – butthey also distinguish themselves through their ever more ingenious design princi-ples and use of novel materials Smaller, lighter, and more efficient electric motorsgive designers new degrees of freedom, pushing ahead the development of ma-chines, plant equipment, and electrical vehicles

Drive controllers are also becoming more powerful and smaller due to fast, low-lossswitching power semiconductors, faster microprocessors, as well as modern manu-facturing technologies In combination with innovative electrical motors, the torque,speed, and position of electrical drives can today, at any given time, be set exactly asrequired by the manufacturing or transport process In many instances, the control-ler and electric motor are brought together and combined in one device In particu-lar, electromobility is driving the development of real mechatronic systems, in whichgearbox, electric motor, and drive controller merge together to provide customiseddrive solutions

As part of a modern automation solution, electrical drives must be universally dinated To enable this, they are equipped with communication interfaces as well asintegrated control, safety, and diagnostic functions going well beyond those of theclassic drive controller These allow the planner to implement the required coordina-tion functions centrally, distributed, or in the drive itself

coor-Through both technical advancements and increasingly finer adaptations for specialrequirements, the wealth of types of electrical drives will continue to increase Goodorientation in the world of electrical drives is therefore indispensable for both deci-sion makers and designers This book provides this Both the principles as well as theapplication of electrical drives are presented systematically and clearly This compre-hensive overview will benefit the reader and provide added confidence when evaluat-ing drive solutions

Now in its third edition, this “standard work of electrical drives” will continue tobroaden the knowledge of electrical drives, and for many technicians be a usefulguide when designing efficient machines, plant equipment, and electrical vehicles

Prof Dr Siegfried Russwurm

Member of the Managing Board of Siemens AG

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1 Electrical drives at a glance 12

1.1 A short history of electrical drives 12

1.2 Design of modern electrical drives 16

1.3 Classification of electrical drives 18

1.3.1 Speed variability 18

1.3.2 Motor and controller types 21

1.3.3 Technical data 22

2 Mechanical principles 26

3 Electrical principles 28

3.1 Fields in electrical engineering 28

3.2 Developing torque 30

3.2.1 Lorentz force 30

3.2.2 Current carrying loop in a magnetic field 31

3.2.3 Induced voltage 32

3.2.4 Quantities and equations of electrical engineering 33

3.2.5 Components of electrical engineering 34

4 Fixed-speed and variable-speed drives with DC motors 36

4.1 DC drives 36

4.2 The DC motor 37

4.2.1 Operating principle 37

4.2.2 Construction and electrical connections 42

4.2.3 DC motor maintenance 43

4.2.4 Mathematical description 44

4.2.5 Controllability 46

4.3 Fixed-speed drives using DC motors 47

4.3.1 Design and application 47

4.3.2 Shunt-wound characteristic 48

4.3.3 Series-wound characteristic 50

4.4 Variable-speed drives using DC motors 51

4.4.1 Design and application 51

4.4.2 Converter 53

4.4.3 Speed encoders for DC drives 59

4.4.4 Control structure 61

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5 Fixed-speed and variable-speed drives with asynchronous motors 64

5.1 Drives with asynchronous motors 64

5.2 The asynchronous motor 65

5.2.1 Functional principle 65

5.2.2 Construction and electrical connections 68

5.2.3 Mathematical description 71

5.2.4 Controllability 76

5.3 Fixed-speed drives using asynchronous motors 77

5.3.1 Design and applications 77

5.3.2 Starting an asynchronous motor 79

5.3.3 Stopping an asynchronous motor 85

5.4 Variable-speed drives with asynchronous motors 85

5.4.1 Design and applications 85

5.4.2 Changing the speed using contactors 86

5.4.3 Speed changing using frequency converters 89

5.4.4 V/f control 96

5.4.5 Vector-control operation 99

5.4.6 Speed encoder 103

5.5 Modern frequency converter functions 107

5.5.1 General 107

5.5.2 Power options 107

5.5.3 Electronic options 109

5.5.4 Process interfaces 111

5.5.5 User interface 113

5.5.6 Open-loop and closed-loop functions 114

6 Servo drives 123

6.1 Design and application 123

6.2 Classification of servo drives 125

6.2.1 Control functions 125

6.2.2 Motor types, types of amplifier 126

6.2.3 Technical data 128

6.3 Speed and position encoders for servo drives 129

6.3.1 Classification and characteristics 129

6.3.2 Commutation encoder 133

6.3.3 Resolver 134

6.3.4 Sine/cosine encoder 137

6.3.5 Absolute encoder 139

6.4 Servo drives using DC motors 140

6.4.1 Design and application 140

6.4.2 DC motors for servo drives 140

6.4.3 Controllers for servo drives using DC motors 141

6.4.4 Control scheme 145

6.5 Servo drives with brushless DC motors (block commutation) 146

6.5.1 Design and applications 146

6.5.2 The brushless DC motor 147

6.5.3 Frequency converters for servo drives with brushless DC motors 149

6.5.4 Control scheme 151

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6.6 Servo drives using synchronous motors (sinusoidal commutation) 152

6.6.1 Design and application 152

6.6.2 The synchronous motor 153

6.6.3 Frequency converters for servo drives with synchronous motors 155

6.6.4 Control scheme 155

6.7 Servo drives with asynchronous motors 157

6.8 Direct drives 158

6.8.1 Designs and applications 158

6.8.2 Linear motor 160

6.8.3 Torque motor 162

6.9 Control of and tuning servo drives 163

6.9.1 General quality criteria for evaluating control loops 163

6.9.2 Servo drive control loops 167

6.9.3 Tuning the current control loop 168

6.9.4 Tuning the speed control loop 171

6.9.5 Tuning the position control loop 175

6.10 Functions of modern servo amplifiers 177

6.10.1 General 177

6.10.2 Power options 178

6.10.3 Electronic options 178

6.10.4 Process interfaces 178

6.10.5 User interfaces 179

6.10.6 Closed-loop and open-loop control functions 179

7 Stepper drives 182

7.1 Designs and applications 182

7.2 Classification of stepper drives based upon motor type 183

7.3 Technical data 184

7.4 The stepper motor 185

7.4.1 General 185

7.4.2 Permanent magnet stepper motor 185

7.4.3 Hybrid stepper motor 187

7.5 Controllers 188

7.6 Control characteristics 192

8 Electrical drive systems at a glance 194

8.1 From drive to drive system 194

8.2 Classification of electrical drive systems 195

8.2.1 Components in a drive system 195

8.2.2 Functionality of drive systems 198

8.2.3 Information flow in drive systems 200

8.2.4 Energy flow between drives 202

8.2.5 Electromagnetic interference 203

8.3 Planning of electrical drives as a system task 203

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9 Fieldbuses for electrical drives 204

9.1 Motivation and functional principle 204

9.2 Overview of fieldbuses in common use 208

9.3 AS-Interface 209

9.3.1 Overview 209

9.3.2 Topology, wiring, physics 210

9.3.3 Access method 213

9.4 CAN 213

9.4.1 Overview 213

9.4.2 Topology, wiring, physical interface 215

9.4.3 Access method 216

9.4.4 Engineering 218

9.5 PROFIBUS DP 218

9.5.1 Overview 218

9.5.2 Topology, wiring, physical interface 219

9.5.3 Access method 221

9.5.4 PROFIBUS DP-V2 223

9.5.5 Engineering 225

9.6 PROFINET I/O 228

9.6.1 Overview 228

9.6.2 Topology, wiring, physical interface 230

9.6.3 Access method 232

9.6.4 Device descriptions for engineering 237

10 Process control with electrical drives 238

10.1 Definition of terms 238

10.2 Process control with single drive systems 238

10.2.1 Components 238

10.2.2 Example: Level control with a fixed-speed drive 239

10.2.3 Example: Pressure control 241

10.2.4 Example: Elevator drive 243

10.3 Process control with multi-drive systems 245

10.3.1 Components 245

10.3.2 Example: Carriage with mechanically coupled drives 248

10.3.3 Example: Coating line with tension and winding drives 251

10.4 Drives with integrated technology functions 260

11 Motion control with electrical drives 263

11.1 Definition of terms and functions 263

11.2 Representing and processing position information 266

11.3 Positioning 269

11.3.1 Applications and fundamentals 269

11.3.2 Positioning controller 269

11.3.3 Machine data 274

11.3.4 Position detection, position processing and referencing 275

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11.4 Synchronisation 279

11.4.1 Applications and principles 279

11.4.2 Synchronisation control 280

11.4.3 Machine data 293

11.5 Motion control with PLCopen 293

11.6 Safety functions in electrical drives 296

11.6.1 Applications and principles 296

11.6.2 Safe stop functions 298

11.6.3 Safe movement functions 300

11.6.4 Safe fieldbuses 302

12 EMC and electrical drives 303

12.1 Principles 303

12.1.1 Background and definition of terms 303

12.1.2 EMC interference model 304

12.1.3 Coupling mechanisms 305

12.1.4 Mathematical description 310

12.2 Electrical drives as a source of interference 314

12.2.1 Galvanic disturbances generated by converter-fed DC drives, countermeasures 314

12.2.2 Galvanic disturbances generated by DC-link converters, countermeasures 317

12.2.3 Galvanic interference generated by the inverter, countermeasures 319

12.2.4 Radiated interference due to the inverter 325

12.2.5 Radiated interference arising from digital drives, countermeasures 327

12.3 Electrical drives as susceptible devices 328

12.3.1 General 328

12.3.2 Galvanic interference, countermeasures 328

12.3.3 Capacitive interference, countermeasures 330

12.3.4 Inductive interference, countermeasures 331

12.4 EMC guidelines 333

13 Planning electrical drives 335

13.1 Approach 335

13.2 Selecting the drive type 336

13.3 Selecting the motor 339

13.3.1 Approach 339

13.3.2 Taking a gearbox into consideration 339

13.3.3 Sizing the motor using mechanical parameters 345

13.3.4 Thermal sizing of the motor 351

13.3.5 Constructional motor selection 357

13.3.6 Selecting the encoder 361

13.4 Sizing the converter for variable-speed and servo drives 364

13.4.1 Electrical sizing of the converter 364

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13.4.2 Thermal sizing of the converter 364

13.4.3 Thermal sizing of the supply infeed 370

13.4.4 Sizing the supply infeed based on the DC link capacitance 373

13.4.5 Sizing the braking chopper and braking resistor 374

13.4.6 Selecting the power options 377

13.4.7 Electronic options, accessories, connecting cables 377

13.5 Planning example 378

13.5.1 Application data 378

13.5.2 Sizing 379

14 Troubleshooting electrical drives 383

14.1 Avoiding faults and troubleshooting 383

14.2 Possible faults and errors 383

14.2.1 Motor faults 385

14.2.2 Encoder faults 386

14.2.3 Faults in the controller 387

14.2.4 Supply faults 388

14.2.5 Communication errors 389

14.2.6 EMC problems 390

14.2.7 Planning errors 391

14.2.8 Parameter setting errors 392

14.3 Fault indication 393

Index 395

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1.1 A short history of electrical drives

Electrical drives convert electrical energy into mechanical energy andserve as the intermediary between the electrical supply system, the en-ergy source, and the driven machine, the energy consumer

Due to their central position in the energy chain flow, electrical driveshave become a key component in industrial applications, as well as intransportation and in consumer goods In many areas, they have driventechnical development and have themselves been the focus of numer-ous developments

The core component of every electrical drive is the motor The physicallaws, upon which the motor is based, were discovered in the early 19th

nee-of the interaction between electrical currents and magnetic fields.These discoveries led to the development of a large number of “electro-magnetic machines”, whose practical application, however, were limit-

ed due to the limited source of electrical energy available at the time.Current was produced by galvanic cells, which prevented the use ofsuch “machines” They could not establish themselves against thesteam engine or the many types of gas or petrol driven engines

An important step was made in 1831 Michael Faraday discovered tromagnetic induction This effect was immediately put to use in gener-ators In 1866, Werner von Siemens invented the dynamo This direct

elec-Figure 1.1 Electrical drives as the intermediary between the electrical supply

system and the driven machine

Energy flow when motoring

Electrical supply

Electrical drive

Driven machine

Energy flow when generating

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current generator uses the magnetic remanence of the magnetic poles

to initially produce a small induced current This induced current is

then used to produce an excitation field, which in turn brings the

gen-erator up to full power Further development of these gengen-erators has

given us the modern day motor

Electrical power transmission

1875 to 1891

At the end of the 19th century, a central problem was supplying energy

in the small quantities required for machines in light industries Steam

engines were costly to maintain and for safety reasons could not be

used everywhere Gas powered motors were therefore in widespread

use Competition came from dynamo machines, which had been

con-tinuously developed and improved The arrangement consisted of two,

electrically connected dynamo machines One machine was used as a

generator, the other as a motor In this way, the electrical energy

re-quired could be generated at one location, transmitted over a longer

distance and then, at the location where it was required, be converted

back into mechanical energy Electrical energy replaced mechanical

en-ergy as the transmission medium The main applications were electric

locomotives and street cars but also machine drives, e.g for weaving

machines, were realised

In 1887, the term “electric motor” appeared for the first time in a sales

catalogue In 1891 the advantages of the electric motor over a steam

en-gine and gas motor were described as being:

• they do not need a fixed foundation, can be mounted in any position,

require little space, and can be used in domestic quarters

• they can be run at relatively high speeds, the speed and direction of

running can be altered, they have a favourable efficiency and are

easy to operate

Figure 1.2 Electric motor by Moritz Hermann Jacobi, 1818

Photograph: Deutsches Museum, Munich

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In 1889, Michael von Dolivo-Dobrowolski invented the three-phasesquirrel-cage induction motor It was he who coined the term three-phase electricity Additionally, in 1891 he realised the first three-phasepower transmission network, from Lauffen am Neckar to Frankfurt amMain, a distance of 175 km.

Figure 1.3 Froment’s electromagnetic “mouse mill” motor

(from Meyers Konversations-Lexikon 1886) Photograph: Deutsches Museum, Munich

Figure 1.4 Dynamo Siemens & Halske, 1877 supplied for the Oker iron works

Photograph: Deutsches Museum, Munich

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wide scale Electrical motors were continuously improved with regard

to their technical data and their starting characteristics With the use of

resistor networks and the Ward Leonard set (a converter for altering

the voltage and frequency), controllable electrical drives became

avail-able This led to the gradual replacement of steam engines and

trans-mission systems in workshops The machine design could now be

opti-mised to the needs of the manufacturing process and was no longer

subordinate to the supply of energy via transmission shafts

Electrical drives proliferate

1920 to 1950

From around 1920 onwards, electrical drives spread in to all areas of

in-dustry, farming, trade crafts, transportation, and into households

Typ-ical drive solutions consisted of DC or AC motors, which depending on

the application, were complemented with a controller for adjusting the

speed The number of electrical drives increased significantly Electrical

motors themselves developed in two directions: to integrated solutions

within the driven machine, and to standardised mass products The

asynchronous induction motor became the most widely used type in

in-dustrial applications In addition to contactor controls, the first

con-trollers, based on mercury-vapour rectifiers, were used for variable

speed applications Power electronics had found their way into

electri-cal drives

Converter drives

1950 to 1970

The development of power semiconductors was the beginning of the

end for the mercury-vapour rectifier In parallel, controllers based on

analogue electronic components were developed, which supported the

spread of variable-speed drives The simple controllability of DC drives

led to their resurgence

Drives with microprocessor since 1970

The introduction of the microprocessor led to a burst of development

in electrical drives Analogue controllers were replaced by digital ones

Their performance improved continuously, enabling more and more

complex functions to be implemented The development of the

“field-oriented control” method by Blaschke in 1971, and its subsequent

im-plementation in a processor-controlled digital drive, enabled AC

mo-tors to be controlled with the same control performance as a DC motor

Figure 1.5 Digital control board of

a DC drive

Figure 1.6 High power IGBT (Insulated Gate Bipolar

Transistor) as used in a frequency converter

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The availability of increasingly more powerful microprocessors enabledthe integration of functions originally foreign to the drive into the con-troller The boundaries between electrical drives and automation devic-

es have become less clearly defined Drive systems, which consist ofelectronically-coordinated low-power servo drives, are more and morereplacing centralised drives with mechanical gearboxes and main lineshafts

1.2 Design of modern electrical drives

The mechanical energy supplied by the electrical drive is used to trol the process variables in the driven machine The mechanical ener-

con-gy must be adjusted or switched on and off to the process needs Forthis reason, a modern electrical drive consists not only of an electricalmotor but also a host of additional components (see Figure 1.8)

ener-gy transformer, converting the electrical enerener-gy supplied to mechanicalenergy In generating operation, e.g when braking, the energy flow is

in the opposite direction: mechanical energy is then converted back

in-to electrical energy

quanti-ties such as rotary speed, speed, and position and makes these available

to the signal electronics

mo-tor from moving when the controller is switched off Particularly whenhandling suspended loads, e.g robotic arms, elevators, and hoists, thebrake holds the mechanical system tight even when the drive is inactive

Figure 1.7 Modern digital DC drive converter

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A gearbox is a mechanical transformer It matches the mechanical

quantities supplied by the motor such as speed and torque to those

re-quired by the driven machine

A further task is to convert the rotary motion of a motor into a linear

movement where necessary

Switchgear and protection equipment

Switchgear and protection equipment disconnect the electrical drive

from the supply when necessary and protect the drive and supply

ca-bles from overload Overloading can be caused by the driven machine

itself or be the result of a fault in the drive

Controller

A controller consists of a power section and signal electronics:

• the power section “portions” the electrical energy to the motor and

therefore influences the mechanical energy delivered by the motor

The power section of modern electrical drives is based on power

semiconductors These act as electrical switches, switching the flow

of electrical energy to the motor on and off Integrated measurement

systems measure the electrical currents and voltages and make these

available to the signal electronics

• the signal electronics is the “brain” of an electrical drive It

deter-mines the control signals for the power section so that the desired

power or movement is delivered at the motor shaft To enable this,

Figure 1.8 Functional blocks of a modern electrical drive

Driven machine

Motor Gearbox Brake

Motor encoder

Machine encoder

Supply

Signal electronics with

controller and monitoring

Higher-level controller

Current actual value

Controller

Electrical drive

Speed actual value

Position actual value

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the signal electronics has different control functions The requiredelectrical quantity actual values are supplied to the signal electronics

by the power section, whereas the mechanical quantity actual valuessuch as rotary speed and position are supplied by the motor encoder.The setpoint values are provided to the signal electronics by a high-er-level controller, to which the actual values are also communicated

In addition to the necessary control functions, the signal electronicsalso takes care of protection functions and prevents impermissibleoverloading of both the power section and the motor

1.3 Classification of electrical drives

Electrical drives are very diverse and are available in many different signs It is therefore relatively difficult to classify them and can only bedone so by selecting certain criteria, i.e from a particular perspective.The combination and exact selection of these criteria then give a wide-range of possible drive solutions

de-In the following the electrical drives are classified based on the ing criteria:

follow-• adjustability of the speed

• motor type and drive controller

• technical data

1.3.1 Speed variability

The requirements of an application on speed variability are often sive for the selection of the drive solution Depending on their speedvariability, drives can be roughly divided into three categories:

Closed-loop variable-speed Electrical drives

Open-loop variable-speed

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Fixed-speed drives

Fixed-speed drives are operated at a single, constant speed They

pos-sess only the equipment necessary for switching on and off, as well as

for protecting against overload It is not possible to vary the speed of

the drive, which means that depending on the load the speed may

fluc-tuate Typical applications for fixed-speed drives are fans and pumps

which are operated with an asynchronous motor direct-on-line

Variable-speed drives

The speed of variable-speed drives is adjustable and the drives can be

operated at at least two different speeds In addition to an electric

mo-tor, these drives have a controller which is responsible for adjusting the

speed Depending on the application, the controller is accordingly

com-plex and allows for different speed-ranges and accuracy

• Switchable-speed drives allow operation at at least two different

speeds Example applications are switchable-speed fans and pumps

or traversing drives with forward and reverse operation

Asynchro-nous motors together with the necessary contactor controller are

typically used

• Open-loop variable-speed drives have a continuously variable speed.

However, there is no feedback of the actual speed, meaning that,

de-pending on the drive type, there may load dependent deviations

from the speed setpoint A controller with an electronic power

sec-tion is necessary for the speed control Examples of this type of drive

are asynchronous motors with frequency controllers and V/f control

• Closed-loop variable-speed drives also have a continuously variable

speed but, in addition, measure the actual speed of the motor In this

way, deviations in the speed from the speed setpoint can be

rec-ognised and corrected To enable this, it is necessary to have a

con-troller with the appropriate control algorithms A very widespread

implementation of the closed-loop variable-speed drive is the

asyn-chronous motor with frequency controller and vector control

Figure 1.10 Frequency converters and asynchronous motors for

variable-speed drives

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Servo drives Servo drives are optimised to realise changes in speed very fast and

precise They are therefore well suited for complex motion tasks whichare characterised by continuously changing speeds Servo drives areused in all areas of machine building and are frequently realised usingsynchronous motor and servo controllers

Operating

quadrants

Closely related to the speed adjustability is the ability of a drive tochange its direction as well as to return energy to the supply system.These drive characteristics can be represented in a speed-torque dia-gram Depending on the sign (plus or minus) of the speed and thetorque, four quadrants can be defined (see Figure 1.12) In the two mo-toring (driving) quadrants both speed and torque have the same sign

In the generating (braking) quadrants the signs of the speed andtorque are opposite

Figure 1.11 Controllers and motors for servo drives

Figure 1.12 Classification of electrical drives by their operating quadrants

generating

Quadrant 4 generating Quadrant 3

motoring

Torque M

M

M M

M

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Depending on the design of the controller, the electrical drive operates

in the first quadrant only, e.g a pump, or in all four quadrants, e.g a

hoist

1.3.2 Motor and controller types

Over the course of time, different types of motor have established

themselves, each type with strengths and weaknesses, as well as a

pref-erential power range For this reason, and coupled together with the

very long life of the motors themselves, almost all motor types can still

be found in use today Taking the variety of controllers available

addi-tionally into account, results in a wide spectrum of drives Figure 1.13

shows a classification of the basic motor types together with their

Contactor control

Squirrel-cage rotor Permanently

excited Reluctance

line operation

Direct-on-Soft starter

Slip-ring rotor Separately

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According to the motor current, drives are divided into DC drives and

AC drives (single-phase and three-phase)

• DC drives use a DC motor In the lower power range the magnetic

field is produced by permanent magnets, in the higher power rangewith the help of a separate excitation winding For servo applicationshighly dynamic pulse-controllers are used, whereas for variable-speed drives converters are used as the controller

• AC drives use motors which are operated from a single-phase or

poly-phase AC current The frequency of the motor current has a cant influence on the motor speed Synchronous motors follow thefrequency of the supply current exactly, whereas in the case of asyn-chronous motors there is a difference between the frequency of themotor current and the rotational frequency

signifi-Drives with synchronous motors generally have a controller nous motors can be operated direct-on-line as well as together with acontroller The choice of the controller depends on the required speedrange as well as the required accuracy

Asynchro-1.3.3 Technical data

drives Of central importance are the mechanical and electrical teristics of the motor The most important technical data are recorded

charac-on the rating plate (see Figure 1.14)

Rated data,

motor

Of particular significance are the rated data They specify the motor atits rated operating point; they can therefore be used to compare differ-ent motors with each other Rated data are also known as nominal data

• Motor type: declares whether the motor is a DC, single-phase AC or

three-phase AC motor

Figure 1.14 Example of a rating plate of an asynchronous motor

3~Mot 1LA7166-2AA60 E0107/471101 01 001 IEC/EN 60034

93 kg IM B3 160L IP55 Th.Cl F D-91056 Erlangen

50 Hz 400/690 V /Y 18,5 kW 32,5/18,8 A cosϕ 0,91 2940 /min

60 Hz 460 V 21,3 kW 32,0 A cosϕ 0,92 3540 /min 380-420/660-725 V /Y

34,0-32,0/19,6-18,5 A

440-480 V 33,5-31,0 A

Thermal class Order number

Serial number Weight Manufacturer

Rated voltage Rated frequency

Rated power

Rated current Power factor

Rated speed

Degree

of protection

Frame size Type of construction

60 Hz data

50 Hz data

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• Rated voltage: voltage at, or voltage range within which, the motor

can be operated continuously Overvoltages within a certain range

are permissible for a short period

• Rated current: current with which the motor can be operated

continu-ously without leading to thermal overloading Overcurrents within a

certain range are permissible for a short period

• Rated power: mechanical power which the motor delivers at its rated

operating point The electrical power consumed can be calculated

from the given electrical data If both the electrical and mechanical

data are known, then the efficiency of the motor can be calculated

• Power factor: the power factor enables the active power consumed at

the rated operating point for single-phase and three-phase AC

mo-tors to be calculated

• Rated frequency: frequency of the supply voltage for single-phase and

three-phase AC motors In the case of asynchronous motors, the

rat-ed frequency is usually the same as the line supply frequency, which

for industrial networks in Europe is 50 Hz

• Rated speed: speed of the motor at the rated operating point.

• Rated torque: torque which the motor delivers when operating with

the rated current This value is of particular importance when

select-ing a servo motor

Rated data, controller

Once a motor has been selected based on its rated data, a suitable

con-troller can be found The concon-troller is specified by its electrical data:

• rated voltage: voltage at, or voltage range within which, the

control-ler can be operated In addition to the voltage, the line supply

config-uration (single-phase, three-phase, earthing concept) is of

impor-tance when selecting the controller

• rated current: output current which the controller can deliver

contin-uously Many controllers allow overcurrents for a short period, e.g

for accelerating

• pulse frequency: frequency with which the frequency controller and

servo controller switches the motor voltage The higher the

frequen-cy, the more dynamic and quieter the drive is

Mechanical design motor data

In addition to the motor rated data, a range of constructive data is

re-quired They serve to match the motor to the driven machine and to its

environment

• Type of construction: describes the permissible direction of mounting

and mechanical installation of the motor The types of construction

are described in international standards and are classified as: IM yzz

(International Mounting) according to Table 1.1

• Frame size (shaft height): the distance in millimetres between the

centre of the motor shaft and the outer edge of the motor

Trang 25

• Thermal class: defines the maximum permissible motor temperature.

Exceeding this temperature may lead to premature ageing of thewinding insulation and therefore to early failure The thermal classesare defined in international standards and are recorded using a sin-gle capital letter Example: Thermal class F denotes an average per-missible motor temperature of 140 °C

• Degree of protection: classifies the degree of protection of the motor

provided against the ingress of solid objects The degrees of tion are documented in international standards and are classified asfollows:

protec-IPxy (International Protection) with

In addition to the data named, there are numerous additional teristics used for specifying a motor These are described in detail inthe manufacturer’s catalogue

charac-Table 1.1 Examples of motor mechanical design classification

B: horizontal V: vertical

specified by either one or two digits

Table 1.2 Example of motor degree of protection classification

with body parts and ingress of solid eign objects

for-y: degree of protection against ingress of liquids

e.g

IP54

5: ingress of dust is not entirely prevented but

it must not enter in sufficient quantity to interfere with satisfactory operation, com- plete protection against contact with tools or similar objects

4: protection against water

splashing from any direction

Figure 1.15

Asynchronous motor with IM B3 type of construction and IP55 degree of protection

Trang 26

System data

The system data describe the characteristics of open-loop and

closed-loop controlled drives comprising of motor, encoder, and controller

They are usually not published by the manufacturer and must be

re-quested

• Speed range: range, in relation to the rated speed, within which the

speed can be adjusted with a specified accuracy

• Speed and torque accuracy: deviation between the setpoint and actual

value in relation to the rated value

Servo drives have additional relevant system data which are described

in more detail in later chapters

Trang 27

Electrical drives provide the machine to be driven with mechanical ergy To describe the flow of mechanical energy and the associatedmovement, the physical quantities and laws of translational and rota-tional motion are used They are summarised in the following table.

en-Table 2.1 Quantities and equations of translational motion

per unit time dt

dv per unit time dt

The instantaneous power P is the uct of the actual force F and the actual speed v.

Table 2.2 Quantities and equations of rotational motion

angle dφ per unit time dt.

angular

in angular speed dω per unit time dt

force which acts on a lever of length r.

Trang 28

moment of inertia J kg m 2 The torque M necessary to accelerate is

the product of the moment of inertia J

and the angular acceleration dω/dt

The instantaneous power P is the uct of the actual torque M and the actual

prod-angular speed ω

efficiency η The efficiency η is the ratio of the power output to the power input.

frequency f Hz (Hertz) The frequency f describes the number of oscillations per unit time.

frequency f

speed n n = f · 60 (in Hz) 1/min The speed n corresponds to the fre- quency f when expressed in 1/min

transmission ratio,

Table 2.2 Quantities and equations of rotational motion (cont.)

Trang 29

3.1 Fields in electrical engineering

Electrical drives utilise the effects of fields A field defines a space inwhich forces act upon objects or particles A field pattern is used to vi-sually represent the action of the force The action of the force is tan-gential to the field lines The closer the field lines are together, thegreater the action of the force

In electrical engineering, electric fields and magnetic fields are of nificance (other fields that exist are for example gravity fields andsound fields) Both fields are utilised in electrical drives

electrical particles (see Figure 3.1) The forces are exerted by thecharged particles themselves Charged particles can either be positively

or negatively charged The following applies:

• similarly charged particles repel each other

• oppositely charged particles attract each other

If charged particles are introduced into an electric field, they begin to

move, resulting in an electric current The electric current describes the

number of charged particles which move from point a to point b in adefined time Depending on the direction of movement of the chargedparticles, energy is either set free or absorbed

The electric voltage describes the electric field in total, and can be

inter-preted as a measure of the difference in energy of a charged particle atdifferent points in the electric field in relation to its charge

Figure 3.1 An electric field

The force exerted on a positively charged particle

is tangential to the field line

a

b

Vab

Positive charge

Negative charge Field lines

Trang 30

Magnetic field

A magnetic field describes a space in which forces act upon magnetic

bodies (see Figure 3.2) This results in, for example, a magnetic needle

aligning itself in a magnetic field

A magnetic field can be produced in two different ways:

• in the case of natural magnetism the magnetic field is a property of

the material Certain materials, e.g “hard” magnetic iron, are

sur-rounded by a magnetic field

• in the case of an artificial magnetic field the magnetic field is created

by the movement of electric charge carriers (current flow), e.g in an

electrical conductor All current carrying conductors are surrounded

by such a magnetic field

Both effects for creating a magnetic field are used in electric motors

The magnetic fields in motors are channelled in magnetic circuits made

from iron Air clearances and gaps are kept as small as possible as they

weaken the magnetic field Iron amplifies the magnetic field

Magneti-cally, iron can be classified as being magnetically “soft” or “hard” (see

Figure 3.3):

• “soft” magnetic iron is only itself magnetic when it is within an

exter-nal magnetic field If the magnetic field is removed, e.g by switching

off the magnetic-field producing current, then the iron is also no

longer magnetic “Soft” magnetic iron has a very small hysteresis

loop area and therefore low magnetizing and demagnetizing losses

For this reason, motor components subject to changing magnetic

fields must be constructed from “soft” magnetic iron

• “hard” magnetic iron is characterised by a remanent (retentive)

mag-netic field It is suitable for use in permanent magnets However

“hard” magnetic iron is seldom used for the permanent magnets in

motors as other, magnetically stronger materials such as

samarium-cobalt (SmCo) or neodymium-iron-boron (NdFeB), are available

Figure 3.2 A magnetic field

Magnetic needle

Earth's magnetic field current carrying conductorMagnetic field of a

i

Field lines run from the geographic south pole to the geographic north pole

Trang 31

The magnetisation characteristic of iron, which describes the magnetic

flux density as a function of the field strength H, is not linear For the

purpose of simplification, two areas can be defined:

In the “linear” range the flux density B is proportional to the field strength H, i.e the current in the windings, which produce the magnet-

ic field

Once in the saturation range, further increasing the current leads only

to a small increase in the flux density B The operating point in motors

with regard to their magnetisation is therefore chosen to be at the end

of the linear range

3.2 Developing torque3.2.1 Lorentz force

Force on a

charged particle

Of central importance for the function of an electric motor is the cal effect that when an electrical charge is moved in a magnetic fieldthen it experiences a force This force is known as the Lorentz force.The Lorentz force does not act upon static charges

the electrical charge, the direction of the magnetic field and the ing force All three components are mutually perpendicular As a visualmnemonic, the individual directions can be determined using threefingers of the right hand (not the left) as shown in Figure 3.4

result-Force on a current

carrying conductor

In electric motors the charge carriers move in electrical conductors If acurrent-carrying conductor is placed in a magnetic field, then thecharge carriers experience the Lorentz force The charged carrierstransfer this force effect to the conductor, from which they cannot es-cape As a result, the whole Lorentz force acts upon the current-carry-

Figure 3.3 Magnetisation characteristic of iron

"Soft" magnetic iron

Magnetisation characteristic

"Hard" magnetic iron

Saturation range

Area of the hysteresis loop is a measure

of the magnetisation/

demagnetisation losses

Remanence flux density

"linear" range

Trang 32

ing conductor If the conductor is not mechanically fixed, then it will

move according to the acting force This effect is put to use to develop

torque in electric motors

Strength of the Lorenz force

The strength of the Lorentz force is proportional to

• the strength of the magnetic field, as well as

• the speed and number of charged particles moved and therefore

the strength of the electric current

This completes the overview of the most important factors responsible

for developing a large torque in an electric motor

By using strong magnetic fields and large currents, large torques and

therefore a large force effect can be achieved

Note: With the exception of reluctance motors, all electric motors use

the effect of the Lorentz force In the case of reluctance motors, the

torque is developed by the attraction force between electromagnets

and iron

3.2.2 Current carrying loop in a magnetic field

Force on a current carrying loop

To convert the Lorentz force of the current-carrying conductor into

torque the conductor is made into a loop The loop consists of a long

forward conductor and a long return conductor as well as the

connect-ing conductors between the forward and return conductors The loop

can turn about an axis and is in a magnetic field

If a voltage is applied to the loop, a current will flow in the loop (see

Figure 3.5) The direction of current flow in the forward and return

conductors in relation to the magnetic field is different As a result, the

forward and return conductors of the loop are subjected to two

oppos-ing components of the Lorentz force These two components actoppos-ing

up-on the lever arm of the loop result in a torque being developed As the

loop is pivoted, it is accelerated and makes a rotational movement

Figure 3.4 The right-hand rule

Thumb: Direction of movement

of positively charged particles (technical direction of flow of current) Index finger:

direction of the

magnetic field

Middle finger:

direction of the force

F B

I

Trang 33

Upon reaching the horizontal position, the rotational movement of theloop would come to an end This very simple design is therefore notsuitable for use as an electric motor A technically usable motor re-quires

• many loops, with each loop arranged offset to its neighbour

• the loops to be stacked in many layers and further developed into real motor windings, and

• the direction of current flow, or the direction of the magnetic field,

to be changed over time

The change in current or magnetic field over time is taken care of either

by the motor itself (as in a DC motor) or by applying a time varyingvoltage to the motor (AC motor)

3.2.3 Induced voltage

Creation of the

motor emf

Consider a rotatable loop in a magnetic field Depending on the angle

of rotation, the number of magnetic field lines passing through theloop is either larger or smaller

Loop

F1

F2 B

Loop

F1

F2 B

i

S

Trang 34

During one complete revolution the magnetic field passing through

the loop changes continuously This change over time results in an

elec-tric voltage being induced in the loop (see Figure 3.6) This voltage can

be measured across the ends of the loop It is called the electromotive

force (emf)

The emf is larger if

• the loop consists of many windings and

• the loop rotates faster in the magnetic field

Advantages and disadvantages of the emf

In generators the emf is utilised to generate voltage In motors,

howev-er, the emf is a speed dependent disturbance which must be

compen-sated for by the motor terminal voltage Only when the motor terminal

voltage exceeds the emf does current flow and a motoring torque is

de-veloped The motor emf increases with increasing speed This results in

a continually higher motor terminal voltage being required to maintain

a motoring current in the motor windings

3.2.4 Quantities and equations of electrical engineering

Kirchhoff’s circuit laws

For calculating electrical networks Kirchhoff’s circuit laws may be used:

voltage law: the sum of all voltages in a loop is zero

current law: the sum of the currents flowing into and out of a node

is zero

Table 3.1 Quantities and equations of electrical engineering

symbol

electric charge Q Q = n·e (Coulomb)C The electric charge is a multiple of the ele-mentary charge e.

electric field

A test charge with charge Q in an electric field of strength E exerts a force F

The integral of the electric field E along an

arbitrary path between two points defines

the electric potential V between the points.

electrical

F (Farad)

The capacitance is a measure of the ability to store charge.

The electric current intensity I defines the charge quantity Q which flows through a sur- face in time T.

electrical

Ω (Ohm)

The resistance characterises the ability to oppose the flow of current.

magnetic

T (Tesla)

In a homogeneous magnetic field the netic flux density is the quotient of the mag- netic flux Φ and its cross-sectional area A.

Trang 35

3.2.5 Components of electrical engineering

Equivalent circuit diagrams are used to describe the electrical

process-es in drivprocess-es Thprocess-ese circuits contain lumped circuit components whichdescribe the electrical processes based on the relationship betweencurrent and voltage

magnetic flux Φ (Weber)Wb The integral of the magnetic flux density B over an area A gives the magnetic flux which

flows through the area A.

magnetic

flux linkage ψ ψ = w·Φ (Weber)Wb The product of the number of windings w and the magnetic flux Φ is known as the

magnetic flux linkage ψ.

inductance L (Henry)H The inductance is a measure of the magnetic linkage created by a defined flow of current.

The induced voltage is proportional to the rate of change of the magnetic flux linkage ψ.

The instantaneous power P is the product of the instantaneous voltage v and the instanta- neous current i.

Table 3.1 Quantities and equations of electrical engineering (cont.)

inductance, coil,

H (Henry)

capacitance,

F (Farad)

motor

in general a network comprising resistance, inductance and a voltage source (emf)

v i

M

Trang 36

Linear components

In linear components, the relationship between the current and voltage

can be described using a linear equation or linear differential equation

Non-linear components

In non-linear components, the relationship between the current and

voltage can, in its simplest form, be represented by a characteristic

curve

In electrical drives non-linear components are mostly used to describe

the power semiconductors in the controllers As the power

semiconduc-tors in electrical drives are usually used as switches to switch the

cur-rent on and off, the characteristic curves of these components can be

very much simplified

Table 3.3 Non-linear components in drives

Reverse direction Forward direction

v i

Reverse direction Blocked

Triggered

v i

Reverse direction Blocked Conducting

Trang 37

drives with DC motors

in the motor has a certain ripple

DC drives can still be found widespread in industrial applications, though AC drives are increasingly displacing them

al-In the lower power range (< 500 W) they profit from the general ability of a DC 24 V power supply in almost all machines and industrialequipment Using permanently excited motors and very simple control-lers, very cost-effective small drives can be realised

avail-In the higher power range (> 100 kW) controllable DC drives are stillworth considering when comparing them with the cost and size of ACdrive controllers DC drives are today therefore still used for rollingmills, cranes, and elevators These drives have a high standard of con-

Figure 4.1 Functional blocks of a DC drive

Converter Starting

for starter control

and monitoring

Higher-level controller Higher-level controller

Current actual value

Actuator Actuator

DC drive

DC low-power drive

Speed actual value

Motor temperature

Switchgear and protection equipment

Trang 38

trol and monitoring functions In the higher power range separately

ex-cited DC motors are used

Lastly, but still of significance, DC drives are still in use in many older

machines and industrial plant As these machines and industrial plant

must be serviced and maintained, it is still necessary to have a good

un-derstanding of DC drives in an industrial environment

In general, DC drives profit from good and easy-to-understand

control-lability For this reason, they are an ideal introduction to the world of

controlled electrical drives

4.2 The DC motor

4.2.1 Operating principle

Current-carrying loop

The operating principle of the DC motor can be best explained using

the current-carrying loop introduced in Chapter 3

A rotatable loop is exposed to a magnetic field If a DC voltage is applied

to the ends of the loop, a current will flow in the loop The direction of

current flow in both long sides of the loop is in opposite directions (see

Figure 4.3) As a result, the Lorentz force components acting upon the

two long sides of the loop are also opposite These two components

re-sult in a rotational movement of the loop

Once the loop reaches a horizontal position, the two Lorentz force

com-ponents cancel each other out If the loop moves past the horizontal

po-sition, then the components of the Lorentz force act to prevent any

fur-ther movement The loop is braked and subsequently pulled back into

the horizontal position, in which it remains

Commutator

If the rotational movement of the loop is not to end in the horizontal

position, then shortly just after passing this position the direction of

current flow must be reversed This function is carried out using a

com-mutator

Figure 4.2 DC motor

Trang 39

In Figure 4.4 the commutator is shown as a disc with two isolated halves Each half is connected to one end of the conductingloop The electrical connection to the DC supply is made through fixedbrushes which slide over the surface of the commutator The brushesare arranged so that when the loop reaches the horizontal position theyconnect to the other half of the commutator In this way, the polarity ofthe electrical supply is reversed, and so too the direction of currentflow The Lorentz forces now act in a way to continue the rotational mo-tion of the loop.

electrically-Disadvantages

of the loop

If a DC motor were to be constructed from just a single conducting loop

in a magnetic field, then it would have significant disadvantages:

1 In order to develop very large Lorentz forces, i.e torques, a verylarge current would have to flow in the conducting loop The cross-sectional area of the conductor of the conducting loop would have to

be sized accordingly

2 If the current were to be switched on when the loop is exactly in thehorizontal position, the Lorentz forces would compensate them-selves and there would be no rotational movement The loop wouldremain stationary

Figure 4.3 Loop with commutator in a magnetic field

Figure 4.4 Function of a commutator

N

Axis of rotation

Conductor loop

Commutator

DC voltage source

Brushes

i

S

B i

Trang 40

3 The Lorentz force always acts in the same direction This results in

the turning force exerted on the loop being dependent on the

posi-tion of the loop itself In the vertical posiposi-tion the force is at its

maxi-mum, and in the horizontal position there is no force at all This

means that the torque acting on the loop (in the radial direction) is

not constant but a sinusoidal function varying between zero and a

maximum value

From loop to armature winding

To eliminate these disadvantages, practical DC motors are constructed

differently

The conducting loop is replaced by a multiple-layered armature

wind-ing made from insulated copper wires (see Figure 4.5) When an

elec-tric current flows in the winding, it cuts the magnetic field as often as

the number of turns of the winding This results in multiplication of

the Lorentz force

To achieve a more constant torque, instead of using a single winding,

many part-windings are used Each of these part-windings is arranged

offset to its neighbour and connected in series The ends of the

wind-ings are terminated at the laminations of the commutator Depending

on the position of the commutator, a part-winding is short circuited

and two parallel paths consisting of several part-windings are formed

Figure 4.5 shows an arrangement consisting of four part-windings The

active winding parts are going into the diagram, and therefore only the

cross-sections of these part-windings can be seen The winding heads

are not shown The ends of the windings are connected to the four

com-mutator laminations The in-series connected part-windings 1-2-3-4-1

can be clearly seen

Figure 4.5 Current flow in the armature windings of a DC motor

-Winding 1: current carrying

Winding 2: short circuited

Winding 3: current carrying

Winding 4: short circuited

Winding 1 in shunt to Winding 3

Winding 1: current carrying Winding 2: current carrying Winding 3: current carrying Winding 4: current carrying Winding 1 in series to Winding 4 Winding 2 in series to Winding 3 Winding 1-4 in shunt to Winding 2-3

2

4

4 3

3

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