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Custom MotorsThe OEM Advantage
Custom MotorsThe OEM Advantage
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Custom MotorsThe OEM Advantage
Perhaps you’re in the early stages of a project that requires a motor.
Or, you purchase motors and you’d like to better understand what’s important in the specifications.
Maybe you have a product that uses a motor, and you want to make sure it’s the right one for the job.
Our primary objective is to help you feel more comfortable in selecting motors.
Today, we’ll give you a methodand some tools to get you up to speed.
A background and understandingof motor selection.
Take advantage of being an OEM.
• Motor Basics
• Application Considerations
• Motor Types
• Case Studies� Medical� Automotive� Construction
• Engineering Tools
Our Discussion Today
Motor Basics• Motors convert electrical power into mechanical power.• Motors provide rotational speed and torque in a wide
variety of applications.• Input power available, application and environmental
constraints, and load requirements all help determinethe optimal motor.
• Input Power Source� Voltage� Frequency� Current (Efficiency)� Control
• Environment� Ingress Protection (IP) rating� Temperature (indoor / outdoor)
• Motor Specs� Size and Weight� Motor Life Expectancy / Maintenance� Noise
• Motor Performance� Speed & Torque� Starting / Stall Torque� Duty Cycle
Application Considerations: Checklist
• Input Power Source�Voltage�Frequency�Current (Efficiency)�Control
Application Considerations
• Input Power Source�Voltage�Frequency�Current (Efficiency)�Control
Application Considerations
• Environment� Ingress Protection (IP) rating�Temperature (indoor / outdoor)
Application Considerations
Application Considerations: Environment� Ingress Protection (IP)
Protected against long periods of immersion under pressure8
Protected against the effects of temporary immersion between 15cm and 1m. Duration of test 30 minutes 7
Protected against strong jets of water e.g. for use on ship decks - limited ingress permitted 6Totally protected against dust 6
Protected against low pressure jets if water from all directions - limited ingress permitted 5
Protected against dust - limited ingress(no harmful deposit) 5
Protected against sprays from all directions -limited ingress permitted 4
Protected against solids objects over 1mm(e.g. tools, wires and small wires 4
Protected against direct sprays up to 60o from the vertical 3
Protected against solids objects over 2.5mm(e.g. tools and wires) 3
Protected against direct sprays up to 15o from the vertical 2
Protected against solids objects over 12mm(e.g. fingers) 2
Protected against vertically falling drops of water 1
Protected against solids objects over 50mm(e.g. accidental touch by hands)1
No protection 0No protection 0
Second number (Protection against liquids)First number (Protection against solid objects)
Application Considerations: Environment� Ingress Protection (IP)
Protected against long periods of immersion under pressure8
Protected against the effects of temporary immersion between 15cm and 1m. Duration of test 30 minutes 7
Protected against strong jets of water e.g. for use on ship decks - limited ingress permitted 6Totally protected against dust 6
Protected against low pressure jets if water from all directions - limited ingress permitted 5
Protected against dust - limited ingress(no harmful deposit) 5
Protected against sprays from all directions -limited ingress permitted 4
Protected against solids objects over 1mm(e.g. tools, wires and small wires 4
Protected against direct sprays up to 60o from the vertical 3
Protected against solids objects over 2.5mm(e.g. tools and wires) 3
Protected against direct sprays up to 15o from the vertical 2
Protected against solids objects over 12mm(e.g. fingers) 2
Protected against vertically falling drops of water 1
Protected against solids objects over 50mm(e.g. accidental touch by hands)1
No protection 0No protection 0
Second number (Protection against liquids)First number (Protection against solid objects)
IP65
Maximum Temperature at hottest spot
UL 1446 Temperature
Classes
over 240 °C (over 464 ° F)>240 °C
240 °C (464 ° F)S
220 °C (428 ° F)R
200 °C (392 ° F)N
180 °C (356 ° F)H
155 °C ( 311 ° F)F
130 °C (266 ° F)B
Application Considerations: Environment� Temperature Classes
• Motor Specs�Size and Weight�Motor Life Expectancy / Maintenance�Noise
Application Considerations (continued)
• Motor Performance�Speed & Torque�Starting / Stall Torque�Duty Cycle
Application Considerations (continued)
• Input Power Source� Voltage� Frequency� Current (Efficiency)� Control
• Environment� Ingress Protection (IP) rating� Temperature (indoor / outdoor)
• Motor Specs� Size and Weight� Motor Life Expectancy / Maintenance� Noise
• Motor Performance� Speed & Torque� Starting / Stall Torque� Duty Cycle
Application Considerations: Checklist
• Price• Quality• Delivery
Application Considerations:
• Universal (AC/DC)
• Permanent Magnet DC
• AC Induction
• DC Brushless
Motor Types
Motor Types: Universal (AC/DC)
Armature
Field
Commutator
Brushes
Characteristics� Operates on AC and DC� Efficiency between 55% to 70% small to large� High speed 8,000 – 20,000+ rpm
� Speed is independent of frequency� High starting torque, 4 –6 times rated torque� Life 500 – 2000 Hours
Motor Types: Universal (AC/DC)
Advantages� High power density� Excellent choice for
portable applications� No control required� Low cost
Disadvantages� High maintenance due to brushes� Poor speed regulation� Requires air through� Noisy� Cogging at low speeds� Inefficient at low voltages (less
than 100V)� High speed limits gearbox usage� Burns out quickly in stall
condition
Motor Types: Universal (AC/DC)
Motor Types: Universal (AC/DC)Speed, Efficiency vs. Torque
Motor Types: Universal (AC/DC)Speed, Efficiency vs. Torque
Motor Types: Universal (AC/DC)Speed, Efficiency vs. Torque
Motor Types: Permanent Magnet DC
Armature
Commutator
Brushes
Permanent Magnet Field
Characteristics� Straight line speed torque curve� Medium speed operation 1,000 – 5,000 rpm� Efficiency 60% to 75% small to large� High starting torque, 8 – 10 times rated torque� Operates on DC voltage� Life 2,000+ Hours� Totally enclosed construction typical
Motor Types: Permanent Magnet DC
Advantages� Works well with
gearboxes� Operates on DC
without control� Speed control
attainable withinexpensive controls
� Low cost
Motor Types: Permanent Magnet DC
Disadvantages� High maintenance due
to brushes� Medium noise due to
brushes� Cogging at low speeds
(less than 300 rpm)� Loss of significant
power on full waverectified voltage
� High starting torquecan damage gearboxes
Motor Types: Permanent Magnet DCSpeed, Efficiency vs. Torque
Motor Types: AC Induction
Rotor
Stator
Shaft
Characteristics� Relatively fix speed operation, limited to 3400 RPM� Efficiency 40% to 70% small to large� Low (single phase) to medium (three phase) starting
torque� Operates on AC voltage� Life 20,000+ Hours� Totally Enclosed Construction is typical
Motor Types: AC Induction
Advantages� Long life� No control required� Maintains speed over
wide range of torque� Works well with
gearboxes� Low starting current� Suitable for speed
control� Quiet
Disadvantages� Requires capacitor
(single phase only)� Can have difficulty
starting (single phase)� Not suitable for portable
applications� Low power levels for size� High cost per
horsepower
Motor Types: AC Induction
Motor Types: AC InductionSpeed, Efficiency vs. Torque
Motor Types: DC Brushless
Rare Earth Rotor
MagnetsStator
Hall Effect Magnet
Hall Effect Sensors
Characteristics� Variable speed operation� High efficiency between 65% - 80% small to large� High starting torque� Requires a control to operate� Life 20,000+ Hours� Similar speed torque characteristics to PMDC
Motor Types: DC Brushless
Advantages� Totally Enclosed typical� Long life� Low maintenance� High power levels for size� Works well with
gearboxes� Can be used in variable
speed applications
Disadvantages� High cost due to rare
earth magnets� Controls are expensive� Cogging at low speeds
< 300 rpm
Motor Types: DC Brushless
Motor Types: DC BrushlessSpeed, Efficiency vs. Torque
Motor Types: Speed vs. Torque Comparison
Motor Types: Quick Reference Chart
*Note: Comparisons are valid for motors of similar physical size
Voltage
Speed
Horsepower
Efficiency
Life
Maintenance
Noise
Speed Regulation
Starting Torque
UMAC, DC
8,000-20,000+
Very High
55%-70%
Low
High
Noisy
Poor
High
PMDC
1,000-5,000
Medium
60%-70%
Medium
Medium
Medium
Fair
Very High
ACAC
1,600-3,400
Low - Medium
40%-80%
Very High
Very Low
Quiet
Good
Low - Medium
BLAC, DC (Control)
1,000-5,000
High
65%-80%
Very High
Very Low
Very Quiet
Excellent
Very High
Customizing a Standard Motor:� Output Shaft� End Brackets / Mounting Face� Housing� Foot Mount� Custom Winding /
Performance� Accessories (brake, encoder,
power cord, etc.)
“Blank Sheet” Custom Design:� New lamination� Significant tooling expense� “No compromise” designs� Most cost effective for higher
volume applications
Case Studies in CustomizationTwo Kinds of Customization
Customizing a Standard Motor: “Blank Sheet” Custom Design:
Case Studies in CustomizationTwo Kinds of Customization
Drop-In Replacement PM for Commercial Floor Cleaning Equipment
Custom Motor Assembly for
Hydraulic Pump
Winding Change:� Increase starting torque� Change no-load speed� Alter speed-torque curve
shape
Motor Size Change:� D2L (Diameter2 X Length)� Larger motor required
for more output power
Case Studies in CustomizationCustomizing Performance
Case Studies
• Medical� MRI Cooling Pump
• Construction� Cellulose Insulation Blower
• Automotive� Transmission Gear Shifter
Case Study: Medical EquipmentMRI Cooling Pump
Design Objectives:� Very long life required – 50,000+ hours
• customer had recently had a costlyrecall over multiple failures of their lowcost motor – they felt their reputationwas at stake
� Fluid pump load� 230V single phase AC power available� Fixed machinery – high power density
was not required� Continuous duty� Low maintenance & high reliability
required
Case Study: MedicalMRI Cooling Pump
Solution:� The long life requirement
eliminated brush typemotors
� A PSC single-phase ACinduction motor is anexcellent choice for a pumptype application
Note: Comparisons are valid for motors of similar physical size
Voltage
Speed
Horsepower
Efficiency
Life
Maintenance
Noise
Speed Regulation
Starting Torque
UM
AC, DC
8-20,000+
Very High
55 - 70%
Low
High
Noisy
Poor
High
PM
DC
1 - 5,000
Medium
60 - 70%
Medium
Medium
Medium
Fair
Very High
AC
AC
1,600-3,400
Low-Med
40 - 80%
Very High
Very Low
Quiet
Good
Low-Med
BL
AC, DC (Control)
1 - 5,000
High
65 - 80%
Very High
Very Low
Very Quiet
Excellent
Very High
Indicates Appropriate Choice
Motor Type:
Case Study: MedicalMRI Cooling Pump
Solution:� Motor was customized with a
special capacitor, bearings,and construction to meet thelife requirement
Case Study: ConstructionCellulose Insulation Blower
Characteristics and Objectives:� Machine must be portable� 500 hours minimum life
� existing motor lasted only 25 hours� 15 amp current limit (115V AC supply
voltage)� limited by household circuit breakers
� Continuous duty� 1.5 HP, 12,000 RPM, high vibration fan load� Drop in replacement for the existing motor
� they needed replacements quickly asexisting motor had high failure rate
� Quiet, not excessively noisy
Case Study: ConstructionCellulose Insulation Blower
Solution:� The portable requirement
pointed toward a highpower density motor
� Although noisy,a universal motorsatisfied the speed andpower requirement
AC, DC
Motor Type:
Note: Comparisons are valid for motors of similar physical size
Voltage
Speed
Horsepower
Efficiency
Life
Maintenance
Noise
Speed Regulation
Starting Torque
UM
8-20,000+
Very High
55 - 70%
Low
High
Noisy
Poor
High
PM
DC
1 - 5,000
Medium
60 - 70%
Medium
Medium
Medium
Fair
Very High
AC
AC
1,600-3,400
Low-Med
40 - 80%
Very High
Very Low
Quiet
Good
Low-Med
BL
AC, DC (Control)
1 - 5,000
High
65 - 80%
Very High
Very Low
Very Quiet
Excellent
Very High
Indicates Appropriate Choice
Case Study: ConstructionCellulose Insulation Blower
Solution:� Customized with special
housing and foot mount todrop into existing machine
� Special commutator andconstruction allowed themotor to withstand the highvibration
Case Study: AutomotiveTransmission Gear Shifter
Characteristics and Objectives:� Extremely high reliability required
• motor failure would render vehicle inoperative� 12V DC automotive battery power available� Very high starting torque required� Exposed on underside of vehicle� Minimal actual run time
Case Study: AutomotiveTransmission Gear Shifter
Solution:� The reliability requirement
would seem to eliminate abrush type motor
� However the short run-time,in addition to the highstarting torque, made aPM DC motor a good fit
Note: Comparisons are valid for motors of similar physical size
Voltage
Speed
Horsepower
Efficiency
Life
Maintenance
Noise
Speed Regulation
Starting Torque
UM
AC, DC
8-20,000+
Very High
55 - 70%
Low
High
Noisy
Poor
High
PM
DC
1 - 5,000
Medium
60 - 70%
Medium
Medium
Medium
Fair
Very High
AC
AC
1,600-3,400
Low-Med
40 - 80%
Very High
Very Low
Quiet
Good
Low-Med
BL
AC, DC (Control)
1 - 5,000
High
65 - 80%
Very High
Very Low
Very Quiet
Excellent
Very High
Indicates Appropriate Choice
Motor Type:
Case Study: AutomotiveTransmission Gear Shifter
Solution:� Customized IP66 construction,
application specific endbracket and automotiveconnector
� Extensive reliability testingdone during design phase,and continues duringproduction
• Speed Torque Power EquationPower = Speed * Torque / ConstantExample: Power (hp) = Torque (lb-ft) * Speed (rpm) / ~5252
• Current CalculationCurrent Single Phase = Power / ( Voltage * Power Factor * Efficiency)Current Three Phase = Power / (√3 * Voltage * Power Factor * Efficiency)Note: DC = Power Factor of 1.0. Three phase power is assumed to be balanced.
• Total EfficiencyEffTotal = EffMotor * EffGearbox
Engineering ToolsEssential Equations
Engineering ToolsSTP Calculator
Engineering ToolsMotor Efficiency Curves
AC 1-Phase Motor Efficiency
25
35
45
55
65
75
85
95
0 0.2 0.4 0.6 0.8 1 1.2
Motor Horsepower
Effic
iency
Max Efficiency
Min Efficiency
AC 3-Phase Motor Efficiency
30
40
50
60
70
80
90
0 0.2 0.4 0.6 0.8 1 1.2
Motor Horsepower
Eff
icie
ncy
Max Efficiency
Min Efficiency
PM Motor Efficiency
40
4550
5560
65
7075
8085
90
0 0.1 0.2 0.3 0.4 0.5
Motor Horsepower
Eff
icie
ncy
Max Efficiency
Min Efficiency
Universal Motor Efficiency
30
35
40
45
50
55
60
65
70
75
0 0.5 1 1.5 2 2.5 3
Motor Horsepower
Eff
icie
ncy
Engineering ToolsReducer Efficiency Curves
Planetary Gearbox Efficiency
60.0
65.0
70.0
75.0
80.0
85.0
90.0
95.0
100.0
0 100 200 300 400
Gearbox Ratio
Eff
icie
ncy Max Efficiency
Average Efficiency
RA Planetary Gearbox Efficiency
50.0
55.0
60.0
65.0
70.0
75.0
80.0
85.0
90.0
95.0
0 100 200 300 400
Gearbox Ratio
Eff
icie
ncy
Max Efficiency
Average Efficiency
Parallel Shaft Gearbox Efficiency
40.0
45.0
50.0
55.0
60.0
65.0
70.0
75.0
80.0
85.0
90.0
0 50 100 150 200 250 300 350
Gearbox Ratio
Eff
icie
ncy
Max Efficiency
Average Efficiency
Right Angle Gearbox Efficiency
30.0
40.0
50.0
60.0
70.0
80.0
90.0
0 20 40 60 80 100 120
Gearbox Ratio
Eff
icie
ncy
Max Efficiency
Average Efficiency
Engineering ToolsTypical Power Factors
AC Single-Phase AC Three-PhasePMDCUniversal
4 Pole 4 Pole
2 Pole 2 Pole
FWR
DC
AC
DC
0.76 – 0.99 0.49 – 0.58
0.84 – 0.99 0.56 – 0.83
0.88 – 0.95
1.00
0.86 – 0.96
1.00
Factor
Type
Factor
Type
• Input Power Source� Voltage� Frequency� Current (Efficiency)� Control
• Environment� Ingress Protection (IP) rating� Temperature (indoor / outdoor)
• Motor Specs� Size and Weight� Motor Life Expectancy / Maintenance� Noise
• Motor Performance� Speed & Torque� Starting / Stall Torque� Duty Cycle
Prioritize Checklist REVIEW
Motor Quick Reference Chart
*Note: Comparisons are valid for motors of similar physical size
Voltage
Speed
Horsepower
Efficiency
Life
Maintenance
Noise
Speed Regulation
Starting Torque
UMAC, DC
8,000-20,000+
Very High
55%-70%
Low
High
Noisy
Poor
High
PMDC
1,000-5,000
Medium
60%-70%
Medium
Medium
Medium
Fair
Very High
ACAC
1,600-3,400
Low - Medium
40%-80%
Very High
Very Low
Quiet
Good
Low - Medium
BLAC, DC (Control)
1,000-5,000
High
65%-80%
Very High
Very Low
Very Quiet
Excellent
Very High
REVIEW
Motor Types: Speed vs. Torque Comparison REVIEW
Two Kinds of CustomizationCustomizing a Standard Motor:
� Output Shaft� End Brackets / Mounting Face� Housing� Foot Mount� Custom Winding /
Performance� Accessories (brake, encoder,
power cord, etc.)
“Blank Sheet” Custom Design:� New lamination� Significant tooling expense� “No compromise” designs� Most cost effective for higher
volume applications
REVIEW
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Custom MotorsThe OEM Advantage
Custom MotorsThe OEM Advantage
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