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- Glossary
of Terms
Acceleration
- A change in velocity
as a function of time. Acceleration usually refers to increasing velocity,
and deceleration to decreasing velocity.
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- Accuracy
- A measure of the
difference between expected position and actual position of a motor
or mechanical system. Motor accuracy is usually specified as an angle
representing the maximum deviation from expected position.
-
- Ambient
temperature
- The temperature
of the cooling medium, usually air, immediately surrounding the motor
or another device.
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- Angular
accuracy
- The measure of
shaft positioning accuracy on a servo or stepping motor.
-
- Back
EMF
- The voltage generated
when a permanent magnet motor is rotated. This voltage is proportional
to motor speed and is present regardless of whether the motor winding(s)
are energized or de-energized.
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- Bipolar
chopper driver
- A class of step
motor driver which uses a switch mode (chopper) technique to control
motor current and polarity. Bipolar indicates the capability of providing
motor phase current of either polarity (+ or -).
-
- Breakaway
torque
- The torque required
to start a machine in motion. Almost always greater than the running
torque.
-
- Brushless
motor
- Class of motors
that operate using electronic commutation of phase currents, rather
than electromechanical (brush-type) commutation. Brushless motors typically
have a permanent magnet rotor and a wound stator.
-
- C-face
mounting
- A standard NEMA
mounting design, where the mounting holes in the face are threaded to
receive the mating mount.
-
- Class
B insulation
- A NEMA insulation
specification. Class B insulation is rated to an operating (internal)
temperature of 130°C.
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- Class
F insulation
- A NEMA insulation
specification. Class F insulation is rated to an operating (internal)
temperature of 155°C
-
- Class
H insulation
- A NEMA insulation
specification. Class H insulation is rated to an operating (internal)
temperature of 180°C.
-
- Closed
loop
- A broadly applied
term, relating to any system in which the output is measured and compared
to the input. The output is then adjusted to reach the desired condition.
In motion control, the term typically describes a system utilizing a
velocity and/or position transducer to generate correction signals in
relation to desired parameters.
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- Cogging
(Cogging torque)
- A term used to
describe non-uniform angular velocity. Cogging appears as a jerkiness,
especially at low speeds.
-
- Commutation
- 1. A term which
refers to the action of steering currents or voltages to the proper
motor phases so as to produce optimum motor torque. In brush type motors,
commutation is done electromechanically via the brushes and commutator.
In brushless motors, commutation is done by the switching electronics
using rotor position information obtained by Hall sensors, a Tachsyn,
or a resolver.
- 2. Commutation
of step motors is normally done open loop. Feedback from the motor is
not required to hold rotor position precisely.
-
- Continuous
rated current (ICR) (Amperes)
- The maximum allowable
continuous current a motor can handle without exceeding the motor temperature
limits
-
- Continuous
rated torque (TCR) (lb-in.)
- The maximum allowable
continuous torque a motor can handle without exceeding the motor temperature
limits
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- Continuous
stall current (ICS) (Amperes)
- Amount of current
applied to a motor (at locked rotor conditions), which results in rated
temperature rise. Refer also to definition of "Continuous stall
torque"
-
- Continuous
stall torque (TCS) (lb-in.)
- The amount of torque
at zero speed, which a motor can continuously deliver without exceeding
its thermal rating. Determined by applying DC current through two windings
with rotor locked, while monitoring temperature. Specified with motor
windings at maximum rated temperature, with motor in 25 degrees C ambient,
mounted to a heat sink. Refer to individual specs for heat sink size.
-
- Controller
- A term describing
a functional block containing an amplifier, power supplies, and possibly
position-control electronics for operating a servomotor or step motor.
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- Current
at peak torque (IPK) (Amperes)
- The amount of input
current required to develop "peak torque". This is often outside
the linear torque/current relationship.
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- Current,
Rated
- The maximum allowable
continuous current a motor can handle without exceeding motor temperature
limits.
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- D-flange
mounting
- This type of mount
has clearance holes on the flange, and the mounting bolts stick out
through the flange from the motor side. This mount is common in cases
where the motor is integral to the machine.
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- Demag
current
- The current level
at which the motor magnets will start to be demagnetized. This is an
irreversible effect, which will alter the motor characteristics and
degrade performance. Also known as peak current.
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- Detent
torque
- The maximum torque
that can be applied to an unenergized step motor without causing continuous
rotating motion.
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- DPBV
- Dripproof Blower Ventilated
- Type of motor cooled
by blowing air through the inside of the motor using an attached blower.
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- Drive
- An electronic device
that controls torque, speed and/or position of an AC or brushless motor.
Typically a feedback device is mounted on the motor for closed-loop
control of current, velocity and position.
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- Driver
- Electronics which
convert step and direction inputs to high power currents and voltages
to drive a step motor. The step motor driver is analogous to the servomotor
amplifier's logic.
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- Duty
cycle
- For a repetitive
cycle, the ratio of on time to total cycle time.
- Duty cycle (%)
= [On time / (On time + Off time)] x 100%
-
- Dynamic
braking
- A passive technique
for stopping a permanent magnet brush or brushless motor. The motor
windings are shorted together through a resistor which results in motor
braking with an exponential decrease in speed.
-
- Efficiency
- The ratio of power
output to power input.
-
- Electrical
time constant (te) (Seconds)
- The time required
for current to reach 63.2% of its final value for a fixed voltage level.
Can be calculated from the relationship te=L/R where L is inductance
(henries) and R is resistance (ohms).
-
- Encoder
- A feedback device
which converts mechanical motion into electronic signals. The most commonly
used, rotary encoders, output digital pulses corresponding to incremental
angular motion. For example, a 1000-line encoder produces 1000 pulses
every mechanical revolution. The encoder consists of a glass or metal
wheel with alternating transparent and opaque stripes, detected by optical
sensors to produce the digital outputs.
-
- Feedback
- A signal which
is transferred from the output back to the input for use in a closed
loop system.
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- Ferrite
- A type of permanent
magnet consisting of ceramic compounds made up of oxides of iron, barium
and strontium.
-
- Form
factor
- The ratio of RMS
current to average current. This number is a measure of the current
ripple in a SCR or other switch-mode type of drive. Since motor heating
is a function of RMS current while motor torque is a function of average
current, a form factor greater than 1.00 means some fraction of motor
current is producing heat but not torque.
-
- Four
quadrant
- Refers to a motion
system which can operate in all four quadrants; i.e., velocity in either
direction and torque in either direction. This means that the motor
can accelerate, run, and decelerate in either direction.
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- Friction
- A resistance to
motion caused by contact with a surface. Friction can be constant with
varying speed (Coulomb friction) or proportional to speed (viscous friction).
-
- Hall
sensor
- A feedback device
which is used in a brushless servo system to provide information for
the amplifier to electronically commutate the motor. The device uses
a magnetized wheel and hall effect sensors to generate the commutation
signals.
-
- Holding
torque
- Sometimes called
static torque, holding torque specifies the maximum external torque
that can be applied to a stopped, energized motor without causing the
rotor to rotate. Generally used as a figure of merit when comparing
motors.
-
- Horsepower
- An index of the
amount of work a machine or motor can perform. One horsepower is equal
to 746 watts. Since power is equal to torque multiplied by speed, horsepower
is a measure of a motor's torque and speed capability; e.g., a 1 HP
motor will produce 36 lb-in. at 1,750 rpm.
- Formula:
- HP = Torque (lb-in.)
x Speed (RPM)/63,025
- or
- HP = Torque (lb-ft.)
x Speed (RPM)/5,252
- or
- HP = Volts x Amps
x Efficiency/746
-
- Hybrid
step motor
- A motor designed
to move in discrete increments of steps. The motor has a permanent magnet
rotor and a wound stator. Such motors are brushless. Phase currents
are commutated as a function of time to produce motion.
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- Idle
current reduction
- A step motor driver
feature that reduce the phase current to the motor when no motor motion
is commanded (idle condition) for a specified period of time. Idle current
reduction reduces motor heating and allows high machine throughputs
from a given motor.
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- Indexer
- Electronics which
convert high level motion commands from a host computer, PLC or operator
panel into step and direction pulse streams for use by the step motor
driver. Indexers can be broadly divided into two classes. A preset indexer
typically accepts distance, velocity and ramp time inputs only. The
more sophisticated programmable indexer is capable of complex motion
control and includes program memory.
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- Inductance
(L) (mH - millihenries line-to-line)
- The electrical
equivalent to mechanical inertia; that is, the property of a circuit,
which has a tendency to resist current flow when no current is flowing,
and when current is flowing has a tendency to maintain that current
flow. Pacific Scientific measures inductance (line-to-line) with a bridge
at 1000 Hz and with the rotor positioned so the back-EMF waveform is
at the peak of the sinusoid.
-
- Inductance
(mutual)
- Mutual inductance
is the property that exists between two current carrying conductors
or coils when magnetic lines of force from one link with those of the
other.
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- Inertia
- The property of
an object to resist change in velocity unless acted upon by an outside
force. Higher inertia objects require larger torques to accelerate and
decelerate. Inertia is dependent upon the mass and shape of the object.
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- Inertial
match
- For most efficient
operation, the system coupling ratio should be selected so that the
reflected inertia of the load is equal to the rotor inertia of the motor.
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- Insulation
Class
- The rating assigned
to the maximum temperature capability of the insulating components in
a motor or other piece of equipment.
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- Mechanical
time constant (tm) (Seconds)
- In a simple first
order system, the time required for the motor's speed to attain 63.2%
of its final value for a fixed voltage level. Can be calculated from:
- where:
- J is inertia in
lb-in./s2
- R is resistance
in ohms
- KT is torque constant
in lb-in./amp.
- 8.87 is a conversion
factor
- tM is calculated
in seconds
-
- Microstepping
- An electronic technique
for increasing a step motor's position resolution and velocity smoothness
by appropriately scaling the phase currents. Microstepping is also a
technique used to reduce or eliminate the effects of system resonance
at low speeds.
-
- Mid-range
instability
- A phenomenon in
which a step motor can fall out of synchronism due to a loss of torque
at mid-range speeds. The torque loss is due to the interaction of the
motor's electrical characteristics and the driver's electronics. Some
drivers have circuitry to eliminate or reduce the effects of mid-range
instability.
-
- NEMA
- National Electrical Manufacturer's Association
- Acronym for an
organization which sets standards for motors and other industrial electrical
equipment.
-
- Neodymium
iron boron
- A type of rare-earth
permanent magnet material.
-
- NTC
- Negative Temperature Coefficient
- A negative temperature
coefficient thermistor is used to detect and protect a motor winding
from exceeding its maximum temperature rating. Resistance of the device
decreases with an increase in temperature.
-
- Open-loop
- A system in which
there is no feedback. Motor motion is expected to faithfully follow
the input command. Stepping motor systems are an example of open-loop
control.
-
- Overload
capacity
- The ability of
a drive to withstand currents above its continuous rating. It is defined
by NEMA as 150% of the rated full-load current for "standard industrial
DC motors" for one minute.
-
- Peak
torque (Tpk) (lb-in.)
- The maximum torque
a brushless motor can deliver for short periods of time. Operating PacTorq
motors above the maximum torque value can cause demagnetization of the
rare-earth magnets. This is an irreversible effect that will alter the
motor characteristics and degrade performance. This is also known as
peak current.
-
- Not to be confused
with system peak torque, which is often determined by amplifier peak
current limitations, where peak current is typically two times continuous
current.
-
- Poles
- Refers to the number
of magnetic poles arranged on the rotor of the brushless motor. Unlike
an AC motor, the number of poles has no direct relationship to the base
speed of the motor.
-
- Power
- 1. The rate at
which work is done. In motion control, power is equal to torque multiplied
by speed.
- 2. The rate of
doing work or expending energy. It may be written as: Power (watts)
= force x distance/time. Expressed in electrical terms it is voltage
x current = power (watts)
-
- Power
factor
- Ratio of true power
(kW) to apparent power (kVA).
-
- PTC
- Positive Temperature Coefficient
- A positive temperature
coefficient thermistor is used to detect and protect a motor winding
from exceeding its maximum temperature rating. Resistance of the device
increases with an increase in temperature.
-
- Pull-out
torque
- The maximum friction
load, at a particular inertial load, that can be applied to the shaft
of a synchronous motor (running at constant speed) and not cause it
to lose synchronism.
-
- Pulse
rate
- The frequency of
the step pulses applied to a step motor driver. The pulse rate, multiplied
by the resolution of the motor/driver combination (in steps per revolution),
yields the rotational speed in revolutions per second.
-
- Pulse
Width Modulation (PWM)
- 1. A PWM controller
(amplifier) switches DC supply voltage on and off at fixed frequencies.
The length of the on/off interval or voltage waveform is variable.
- 2. Pulse width
modulation (PWM), describes a switch-mode (as opposed to linear) control
technique used in amplifiers and drivers to control motor voltage and
current. PWM offers greatly improved efficiency compared to linear techniques.
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- Regeneration
- The action during
motor braking, in which the motor acts as a generator and takes kinetic
energy from the load, converts it to electrical energy, and returns
it to the amplifier.
-
- Repeatability
- The degree to which
a parameter such as position or velocity can be duplicated.
-
- Resistance,
Hot (RH)(Ohms line-to-line)
- The motor's terminal
resistance value specified at the hot winding temperature, which is
at the motor's maximum rated temperature.
-
- Resolution
- The smallest increment
into which a parameter can be broken down. For example, a 1000 line
encoder has a resolution of 1/1000 of a revolution.
-
- Resolver
- An electromagnetic
feedback device which converts angular shaft position into analog signals.
These signals can be processed in various ways, such as with an RDC
(resolver-to-digital converter) to produce digital position information.
There are two basic types of resolvers; transmitter and receiver. A
transmitter-type is designed for rotor primary excitation and stator
secondary outputs. Position is determined by the ratio of the sine output
amplitude to cosine output amplitude. A receiver-type is designed for
stator primary excitations and rotor secondary output. Position is determined
by the phase shift between the rotor output signal and one of the primary
excitation signals.
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- Resonance
- Oscillatory behavior
caused by mechanical limitations.
-
- Restart
torque
- The maximum friction
load, at a particular inertial load, that can be applied to the shaft
of a synchronous motor without causing it to lose synchronism when accelerating
to a constant speed from standstill.
-
- Ringing
- Oscillation of
a system following a sudden change in state.
-
- RMS
Current - Root Mean Square Current
- In an intermittent
duty cycle application, the RMS current is equal to the value of steady
state current which would produce the equivalent motor heating over
a period of time.
-
- RMS
Torque - Root Mean Square Torque.
- In an intermittent
duty cycle application, the RMS torque is equal to the value of steady
state torque which would produce the equivalent motor heating over a
period of time.
-
- Rotor
- The moving part
of the motor, consisting of the shaft and magnets. These magnets are
analogous to the field winding of a brush-type DC motor.
-
- Settling
time
- The time required
for a parameter to stop oscillating or ringing and reach its final value.
-
- Shock
loading
- A load that produces
extremely high peak torques for very short durations. This type of load
is associated with conveyorized grinding, crushing and separation processes.
-
- Speed
- Describes the linear
or rotational velocity of a motor or other object in motion.
-
- Stall
Torque
- The amount of torque
developed with voltage applied and shaft locked, or not rotating. Also
known as locked-rotor torque.
-
- Stator
- The non-moving
part of the motor. Specifically, it is the iron core with the wire winding
in it that is pressed into the frame shell. The winding pattern determines
the voltage constant of the motor.
-
- Step
angle
- The angular distance
the shaft rotates upon receipt of a single step command.
-
- Stiffness
- The ability to
resist movement induced by an applied torque. Stiffness is often specified
as a torque displacement curve, indicating the amount a motor shaft
will rotate upon application of a known external force when stopped.
-
- Synchronism
- A motor rotating
at a speed corresponding correctly to the applied step pulse frequency
is said to be in synchronism. Load torques in excess of the motor's
capacity (rated torque) will cause a loss of synchronism. This condition
is not damaging to a step motor.
-
- TENV
- Totally Enclosed Non-Ventilated
- Acronym describing
a type of motor enclosure, which has no outside air going into it. It
is cooled only by convection to the frame, which is usually finned.
-
- Thermal
protection
- A thermal sensing
device mounted to the motor to protect it from overheating. This is
accomplished by disconnecting the motor phases from the drive in an
over temperature condition.
-
- Thermal
resistance (Rth) (°C/watt)
- An indication of
how effectively a unit rids itself of heat; a measure of temperature
rise per watts lost. In Pacific Scientific literature, it is the specified
value from the motor windings to the ambient, under locked rotor conditions.
-
- Thermal
time constant (tth) (minutes)
- The time required
for a motor to attain 63.2% of its final temperature for a fixed power
input.
-
- Thermostat
- A temperature sensitive
pilot duty device mounted on the interior of the motor to protect it
from overheating.
-
- Torque
- A measure of angular
force which produces rotational motion. This force is defined by a linear
force multiplied by a radius; e.g. lb-in. Torque is an important parameter
of any motion control system. Formula: Torque (lb-ft.) = 5,250 x HP/RPM
-
- Torque
Constant (KT = lb-ft./A)
- An expression of
the relationship between input current and output torque. For each ampere
of current, a fixed amount of torque is produced.
-
- Torque-to-inertia
ratio
- Defined as the
motor's holding torque divided by the inertia of its rotor. The higher
the ratio, the higher a motor's maximum acceleration capability will
be.
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- Unipolar
driver
- A step motor driver
configuration that uses a unipolar power supply and is capable of driving
phase current in only one direction. The motor phase winding must be
center tapped (6 or 8 lead) to operate with a unipolar driver. The center
tap is used instead of providing the current reversal of a bipolar driver.
-
- Velocity
- The change in position
as a function of time. Velocity has both a magnitude and sign.
-
- Viscous
Damping (KDV) (lb-in./kRPM)
- Inherent losses
are present in all motors which result in lower torque delivered at
the output shaft than developed at the rotor. Losses which are proportional
to speed (i.e. speed dependent terms such as windage, friction, eddy
current) are related through the motor's "viscous damping"
constant, measured as the slope of the damping curve.
-
- Voltage
constant (KE) (V/kRPM peak, line-to-line)
- May also be termed
back-EMF constant. When a motor is operated, it generates a voltage
proportional to speed, but opposing the applied voltage. The shape of
the voltage waveform depends upon the specific motor design. For example,
in a brushless motor, the waveshape may be trapezoidal or sinusoidal
in nature. All Pacific Scientific brushless motor designs have a sinusoidal
voltage constant. For a sine waveform, the voltage constant can be measured
from line-to-neutral or line-to-line and expressed as a peak value or
"RMS" value.
-
- Watt
- One horsepower
equals 746 watts.
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