Mechatronics System Design

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Not applicable for low speeds. Simple Position Control. Poor Positioning. Simple Drive Circuit. Disadvantage. Advantage. High maintenance. Reliable. Low Cost.
Motor Selection Criteria REV II DR. TAREK A. TUTUNJI PHILADELPHIA UNIVERSITY, JORDAN 2014

Actuators  Actuators are the muscle behind a mechatronics system

that accepts a control command (i.e. electrical signal) and produces a change in the physical system by generating force, motion, heat, flow, etc.

Actuators Selection  Affects the system’s dynamic behavior  Dominates the power needs  Affects the coupling mechanisms of the system

DC vs. AC Motors DC Motors

AC Motors

Advantages

Disadvantages

Simple Speed Control

Not applicable for low speeds

Simple Position Control

Poor Positioning

Simple Drive Circuit

Disadvantage

Advantage

High maintenance

Reliable Low Cost High Power

Motor Requirements  The motor must be capable of matching the power

requirements of the driven load. 

Therefore, the motor power available should be enough to cope with the anticipated demands of the load.

 The motor must have enough torque available on start-

up to overcome the static friction, accelerate the load up to the working speed, and be able to handle the maximum overload.

 Some systems also therefore require a “soft start”

whereby the motor torque is gradually increased to allow the load to accelerate gently.

Motor Requirements  The operating speed of the motor will be fixed by the

point at which the torque supplied by the motor is just balanced by the torque requirements of the load. 



At any other condition, the motor and load will be either accelerating or decelerating. Correct matching of a motor to a driven machine can only be confidently accomplished if both the motor and the load torque–speed characteristics are known.

 The motor torque–speed characteristics are usually

provided by the supplier.

Motor Requirements  Fans and blowers have a torque–speed characteristic that

increases parabolically from zero as the speed increases. 

Such machines do not, therefore, need much motor torque to enable them to start.

 High inertia devices like machine tool drives, rolling

mills, and electric lifts require a large torque on start-up to overcome the inertia. Once motion is established the torque requirements tend to decrease with increasing speed. The series-wound dc motors are ideal for these types of loads.

General Objective  Get the best performance for the best price  Find the smallest motor that fulfills the requirements

 Matching objectives  Match the motor’s torque with the load torque as close as possible  Match the motor’s inertia with the load inertia as close as possible  Find a motor that matches or exceeds the required speed

Motor Selection Steps 1.

Determine the drive mechanism

2. Set specifications 3. Calculate the load torque and inertia 4. Select the motor

1. Determine the Drive Mechanism  Linear or rotational motion  Choose type for linear motion  Ball screw, belt pulley, conveyer belt

 Choose power transmission  Gears  Determine the dimensions and mass for the load and all parts  Check shaft dimensions – select couplings  Check mechanical components for speed and acceleration

limitations

Mechanical Components  For linear movements:  Conveyor  Leadscrew  Rack-Pinion  Linear Actuator  For speed transmissions:  Gear  Belt Drive  Chain Drive  For other purposes:  Coupling  Brake  Encoder

Drive Mechanisms

2. Define Specifications  Velocity

 Frequency response

 Acceleration

 Operating environment

 Motion profile

 Temperature

 Total mass  Friction coefficients



 Positioning distance



 Resolution



 Accuracy



 Power



considerations Linear or rotary motion Vertical or horizontal Load variation Jerk limitation Thrust load

3. Calculate inertia and torque  Calculate inertia of all moving components  Determine inertia reflected to motor

 Determine velocity, acceleration at motor shaft  Calculate acceleration torque at motor shaft  Calculate constant torque at motor shaft  Calculate total acceleration and RMS torque at motor

shaft

Velocity Profile

Inertia and Torque

4. Select Motor  Select the motor type: DC or AC  In general, use AC for constant speed and high torque and DC for speed and position control  For DC: Servo, Stepper, or brushless  Select the specific motor to use  Use Performance (torque-speed) curves supplied by the manufacturers  The basic selection criteria are:  The motor’s rated speed must be equal to or exceed the application’s maximum speed  The motor’s intermittent torque must be equal or exceed the load’s maximum (intermittent) torque  The motor’s rated torque must be equal to or exceed the load’s RMS torque  The ratio of load inertia to rotor inertia should be equal to or less than 6:1

DC Motor Selection Example

Objective

Motion Profile

Load Calculations

Load Speed

Torque Calculations

Torque Calculations

Motor Requirements

Torque-Speed Curves

Increasing Drive Voltage

Torque-Speed Curves

Ok

Failure

Holding Brake  The effect of a holding brake is important for vertical

linear applications. 

The main purpose of a holding brake is to relief the motor from maintaining the holding torque during standstill periods in a vertical linear motion application.

 The holding brake adds inertia to the motor load,

therefore increases torque and power requirements during acceleration and deceleration

Vertical Applications

Load Inertia and Torque Calculations: Basic Equations

Basic Calculations  The motor selection is based on speed, inertia and

torque comparisons. The calculation of mechanical devices is used to determine these parameters.  Even the most complex mechanical devices are

calculated based on three “basic” components:   

Solid Cylinder Hollow Cylinder Solid Rectangular

Solid Cylinder

Hollow Cylinder

Rectangular Block

Basic Equations

Basic Equations

Basic Equations

Basic Equations

Disc

Chain Drive

Gears

Conveyer Belt

Lead Screw

Rack and Pinion

Load Calculations

Motor Load Transmission

Example: Servo Motor Selection

Example: AC Motor Selection

Summary  Motors are selected in order to provide the

appropriate motion to the plant under control

 Motor selection is an important part of the

mechatronics design process

 This selection affects important issues, such as

dynamic behavior and power consumption

 The selection process can divided into five steps:

References  Wilfred Ross, Copperhill technologies applications,

2007  Oriental Motor General Catalogue 2012/2013