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James A. Fisher
Fisher Data Products, Inc.
Kettering, OH 45429
Motor manufacturers are increasingly faced with the battle between improved product
performance and lower manufacturing costs. As with any production process, a balance is
determined to closely satisfy both requirements based on available equipment technology
and currently accepted methods. The process outlined offers solutions for both improved
quality and lower costs by eliminating the need to couple the motor shaft to obtain
performance data.
It has long been a practice in the manufacture of electrical motors to test and publish
specific performance characteristics for the motor designs so that the motors can be used
most effectively and in appropriate applications. Two relationships that provide useful
performance characteristics are motor speed versus torque, and motor current versus
torque.
In conventional testing arrangements, the shaft of a motor to be tested is coupled to a
secondary device during measurements of motor characteristics including speed, current
draw and torque. Additional devices, such as torque transducers and brakes, are also often
used for the testing. Unfortunately, the use of couplings can lead to problems including
shaft binding, misalignment, and of course the added time and work required to connect and
disconnect the coupling from the motor shaft. Such problems with couplers and the devices
connected to a motor shaft for testing can affect the test results and can also cause heat
build up within the motor, particularly within the armature. Such heat can be sufficient
to skew the results of the test. These problems cannot only affect the test results, but
also can prevent tests from being repeated consistently.
The method described herein recognizes that testing a motor without the use of a
coupling device and other secondary components can result in more reliable motor
performance measurements, notably stall current, stall torque, vibration measurements, and
motor noise measurements. Further, the complexity level of fixtures required for testing
can be greatly simplified, thus resulting in a reduction of cost and testing time.
Traditional Uncoupled Testing of PM Motor - All permanent magnet motors exhibit a
nearly straight line (or linear) performance curve when run in an uncoupled test
condition.
As with any linear equation, if two points are known, the function can readily be
determined. In the case of a PM motor curve, the no load (zero torque point) is easily
obtainable thru simple instrumentation such as a D.C. current meter and an external
tachometer.
A second point can be determined for torque by using a known law of physics:
T =
SJ
Where T = Torque
t
S
= Change in speed (Sf -
Si)
J =
Moment of Inertia
t
= Time Duration (tf-
ti) (Eq. 1)
The midpoint torque may be computed by measuring the amount of time it takes the motor
to reach maximum speed (SNL) from zero speed. In this
case
S =
SNL. The midpoint torque is the computed torque at half
speed, (half of SNL).
Once the midpoint torque and no load speeds are determined, any other point may be
computed on the curve thru interpolation for points above the half speed or extrapolation
for points below half speed.
A second current point may be determined thru the use of a high-speed peak detector
circuit monitoring motor current at the instant that power is applied. The highest current
is always at zero speed (stall).
After determining the no load and stall currents, any other current point may be
interpolated between the two known points.
Although this fundamental method has several advantages over other technologies such as
dynamometers and inertial loading with encoders, the high torques and relatively low
inertia associated with most PM motors result in extremely low acceleration time which may
cause inaccuracy with peak current and time to full speed measurements.
Reverse Inertial Testing - The reverse inertial testing an improved method for
uncoupled PM motor testing is to determine stall torque by measuring the time required to
brake the rotating armature until it reaches zero speed. This is accomplished by applying
reverse motor voltage to the leads with respect to the rotational direction that the shaft
is turning.
The same law of physics applies to this approach:
T =
SJ
t
(Eq. 2)
In this case
S is still a positive value if the initial speed is considered
negative and the final speed is zero. Now T is the actual stall torque rather than an
average or midpoint value.
Figure 1 demonstrates the theoretical torque vs. speed curve for a motor that is
reversed and allowed to run thru zero speed on up to full no load speed.

Figure 1 - Theoretical Current vs. Time
Figure 2 demonstrates the theoretical current vs. time plot for the a motor which is
run in reverse until the applied voltage is reversed (at ti) and then allowed to run thru zero speed (at tf)
and then up to full of load speed.

Figure 2 - Theoretical Torque vs. Speed
Determining tf, - Of particular
interest is the current change at tf. It is this point where current begins to decrease because the motor is now
accelerating in the forward direction. By monitoring the current and utilizing a simple
algorithm, tf is determined with reasonable accuracy.
In determining ti, the value of ti is the exact point in time where the motor voltage was reversed. Using solid
state switching components, which provide almost instant state change assures that ti is very accurate.
In determining
S, the initial (reversed) speed of the motor may be determined
by off the shelf proximity or optical detectors aimed at the motor shaft. To simplify test
fixturing even further, a high resolution snap shot of the current over a period of time,
analyzed via FFT software can also determine the speed of the armature. Generally, the
highest amplitude in the spectrum is at the frequency that the commutator bars make and
break electrically with the brushes.
In determining J, the moment of inertia of the armature may be determined in a lab or
closely calculated using the equation:
J = MR2
2 (Eq. 3)
This step need only be performed once for each armature type to be tested. There may be
small variations of J for each part tested due to wire overlay patterns, however, these
differences will have minimal effect on accuracy.
If actual current vs. time were plotted for a PM motor, which has been reversed, a
slight slope would appear between ti and tf due to the back EMF of
the motor which is opposite in polarity to the applied voltage. As the motor slows to a
stop, the back EMF falls proportionally. Additional software algorithms are used to
compensate for the back EMF component of the waveform.
The ripple on the top portion of the waveform may be used as a measure of commutation
quality and / or fusing quality. A poorly fused tang, or an improperly installed brush
spring, will result in high ripple content. These problems can easily be detected in the
motor while turning at high current.
The advantages are:
1.Simplified Test Fixturing - A hold down mechanism and lead hookup terminals are all
that is required.
2. No Torque Calibration - Using the laws of physics and the precision crystal clocks
found in all computers, eliminates the need for external calibration.
3. Fast Cycle Time - The total test time is limited only by the acceleration times
(forward and reverse) of the motor.
4. Commutation and Fusing Quality - This analysis may be incorporated without
sacrificing cycle time.
5. Vibration and Noise Analysis - These tests may be performed in the same station
after the motor settles out at no load speed. The elimination of shaft coupling allows for
this option.
In conclusion, motor performance testing is a critical part of the manufacturing
process. Due to the simplicity and speed of this method, the implementation of several
types of performance analysis may be combined into one test station without sacrificing
accuracy. Benefits include reductions in labor, test time, equipment costs and maintenance
expense. As a result, the motor manufacturer adds quality to their product while reducing
costs.
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