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Stepper Motor-1©1998-2003 by M. Zarrugh
ISAT 303 Module IIElectromechanical ActuatorsThe objectives of this module are to
– understand the concept of actuation.– learn about types of actuators from the simple
on/off switch to servo motor drives.– understand the physics and applications of stepper
motors.– learn how to control output speed and position in
a closed loop to create a desired motion profile.– learn how to select a stepper motor for a
particular load level
Stepper Motor-2©1998-2003 by M. Zarrugh
Actuators:What are They? Actuators are devices which accept a small control
signal to produce a large effect in the system output. Actuator Types: electrical, mechanical (hydraulic or
pneumatic) Electrical: On/off switches and motors
ActuatorPlant orSystem
ActualOutput
DesiredOutput
Sensor
Controller
Stepper Motor-3©1998-2003 by M. Zarrugh
Mechanical Actuators:Hydraulic and Pneumatic Cylinders
Cylinder
4-Way control valve
Work being actuated(pushed)
Piston
Hydraulic cylinder: working fluid is liquidPneumatic cylinder: working fluid is air
Working fluid from and to pump
Fluid flowing from the cylinder
Fluid flowing to the cylinder
Stepper Motor-4©1998-2003 by M. Zarrugh
Actuators:On/Off Switches Electromechanical switches
(relays): a low voltage control signal energizes a electromagnetic coil which closes a switch to close or open a high voltage (or current) circuit.
Programmable limit switches: to produce a regular sequence of on/off conditions.
Alarms/Annunciators: for monitoring process conditions and sounds an alarm if a pre-set condition is reached.
Return spring
Electro-magnet
When electro-magnet is energized, contacts close and deliver power to the load
+
Stepper Motor-5©1998-2003 by M. Zarrugh
Drive Pros Cons Typical Use
Motor Drives: Types, Pros and Cons
StepperMotor
DC Motor
AC(brushless)
• Lowest cost
• Compact size
• Digital control
• Limited power
• Small payload
• Low efficiency
• Easy to design
• Easy to maintain
• Quiet operation
• high speed
• Low maintenance
• Largest payload
• Complex implementation
• Motor adds inertia load
• Require bulky & costly inverters
• Cost the most
• Moderate conditions
• Low speed
• High power
• Inertial loads (high torque)
• Very high speed
• Hazardous use
• No maintenance
Stepper Motor-6©1998-2003 by M. Zarrugh
Motor Drives: Steppers Fundamentals Convert a series of input pulses
(steps) into a proportional angular movement.
The motor shaft position is determined by the pulse count and its speed by the pulse rate.
The permanent magnet rotor is propelled by successively energizing peripheral electromagnets (stator poles or windings).
Motor must start and stop in the start & stop zone, but can operate in the slew zone.
Start &Stop zone
Torque
Stepping Rate(speed)
Starting and stopping limit “L-curve”
Max. speedlimit “U-curve”
Slew zone
N
S
Stepper Motor-7©1998-2003 by M. Zarrugh
Motor Drives: Steppers FundamentalsExample: A constant load torque of 70 oz.in is supplied by a steppermotor with following approximate torque-speed relations:
L-curve: T (oz.in) = 200 - 0.050 V(steps/s)
U-curve: T (oz.in) = 200 - 0.025 V(steps/s)
T (oz.in)
V (103 steps/s)8
U200
4
LFind: (a) Maximum allowable starting speed and running speed
(b) Starting time if the motor runs 13 pulses at the max starting speed
Solution:
(a) The maximum starting speed VL is determined by equating the load torque to the supply torque given in the L-equation:
70 = 200 – 0.05 VL or VL = 2600 steps/s
The maximum running speed VU is similarly determined. VU =5200 steps/s
(b) During the starting period, the speed (or frequency) is 2600 steps/s; thus
t = (no. of steps) / (steps/s) = 13 steps / 2600 steps/s = 5 ms.
Load70
VLVU
Stepper Motor-8©1998-2003 by M. Zarrugh
Stepper Motor:Current Variations The pole windings are wired into two separate sections
called phases. The phases are sometimes divided further into two parts. Phases allow for many variations in current patterns: – Full-step current: both phases are always energized– Half-step current: the two phases are not always energized (most
common)
Standard 2-phase 200-step stepper motor– 50 teeth on each of the two rotor pole sections– stator has 8 poles each with 5 teeth– current in stator pole windings is sequenced to allow 1/4 tooth
“effective” rotor rotation per step which results in the 200 steps.
Stepper Motor-9©1998-2003 by M. Zarrugh
Stepper Motors: Drives The drive is a separate section in the motor system. The
drive responds to speed and position control commands by delivering appropriate electrical current to the motor to achieve the desired motion.
The translator section of the drive translates the step and direction signal into a set of pole switches to sequence the rotor movement.
TranslatorSwitch
Set
Stepper Drive Subsystem
Direction
Phase 1
Phase 2Motor
Step
Stepper Motor-10©1998-2003 by M. Zarrugh
Stepper Motors: Performance Curves Torque/speed curves are called
motor performance curves. These curves are the fundamental
indicators of dynamic (motion and power) behavior. They specify combinations of torque and speed for safe operation.
At low speed, output torque depends on drive current setting.
At high speeds, output current depends on drive supply voltage.
Torque
Speed
“U-curve”
Inputpulse
Motor Current
Stepper Motor-11©1998-2003 by M. Zarrugh
Stepper Motors: Performance Curves The two windings halves in an 8-lead 200-step stepper
motor can be connected either in series or in parallel. The series connection doubles the number of winding turns
and increases the output torque at low speeds, but reduces it at high speeds due to 4-fold increase in inductance.
Series Parallel
Series
ParallelTor
que
Speed
Stepper Motor-12©1998-2003 by M. Zarrugh
Motor Selection:Design Considerations Motor torque/speed supply
characteristics Load torque/speed
requirements Load and motor inertia Friction Torque operating margin
(>50%) Duty cycle
Tor
que
Speed
Motor
ConstantLoad
Load varieswith speed
Spe
ed
Time
Duty Cycle
Motor and Load Characteristics
Stepper Motor-13©1998-2003 by M. Zarrugh
Motor Selection:Dynamic Considerations Motor torque must overcome friction and
inertia: Total torque = Friction torque + Acceleration torque
Tt = Tf + Ta
The friction torque, Tf is a constant to be determined experimentally.
Motor
The acceleration torque, Ta depends on the moment of inertia J (oz-in2) and angular acceleration rad/s2:
Ta = J
Loadm, J
Ta
Tf
Tt
Stepper Motor-14©1998-2003 by M. Zarrugh
Motor Selection:Kinematic (Motion Profile) Considerations In most positioning applications, a
typical cycle of movement can be represented with a trapezoidal motion profile.
The cycle begins with a constant acceleration stroke, continues with a constant velocity stroke and ends with a constant deceleration segment.
Angular acceleration, speed and displacement are related by similar equations to linear motion.
Spe
ed,
Time, tt1 t3t2
Accelerate = max/t1
Const. speed, max
Decelerate = max/t3
Linear Angular
v = v0 + at = 0 + t
d =vot + at2/2 = ot + t2/2
v2 = vo2 + 2ad 2 = o
2 + 2
Stepper Motor-15©1998-2003 by M. Zarrugh
Motor Selection:Continuous Torque Requirement At a given maximum
operating angular speed, the motor torque must be at least 1.5 times the required continuous load torque.
The total required load torque Tt is computed from the known friction torque and the time t required to accelerate to max.
Motor
Tor
que
Speed, max
Continuousload torqueTt
>0.5 Tt
Tm
Given: Tf = 12 oz-in max = 10 rps = 10 rev/s t = 0.2 s Jtot = 50 oz-in2
Find: Total load torque Minimum motor torque at max
MaximumOperatingtorque
Stepper Motor-16©1998-2003 by M. Zarrugh
Stepper Motor:PROBLEM SOLUTION
= max/t = (10 rev/sec)/0.2 sec) = 50 rev/sec2
= 50 rev/sec2(2 rad/rev) = 100 rad/sec2
TT = TF + T and TF was given as 12 oz-in. T = J* = 50 oz-in2(100 rad/sec2) T = 50 oz-in2(100 rad/sec2)(1/386 in/sec2)# T = 40.7 oz-in
TT = TF + T = 12 + 40.7 = 52.7 oz-in = total load torqueMinimun Motor Torque at max =1.5 TT = 1.5(52.7)
=79.1 oz-in.#conversion factor for converting gravitational
units(in/s2) to units of mass(oz-in2) The pole windings are wired into two separate sections called phases. The phases are sometimes divided further into two parts. Phases allow for many variations in current patterns:
–Full-step current: both phases are always energized
–Half-step current: the two phases are not always energized (most common)
Standard 2-phase 200-step stepper motor
–50 teeth on each of the two rotor pole sections
–stator has 8 poles each with 5 teeth
–current in stator pole windings is sequenced to allow 1/4 tooth “effective” rotor rotation per step which results
Stepper Motor-17©1998-2003 by M. Zarrugh
Stepper Motor:APPLICATIONS
COMPUTER PERIPHERALS– FLOPPY DISC-POSITION MAGNETIC PICKUP– PRINTER-CARRIAGE DRIVE
BUSINESS MACHINES– CARD READER-POSITION CARDS– COPY MACHINE-PAPER FEED
PROCESS CONTROL– IN-PROCESS GAGING-PART POSITIONING– I.C. BONDING-CHIP POSITIONING
MACHINE TOOL– MULTI-AXIS MACHINES-X-Y-Z POSITIONING– GRINDING MACHINES-AUTO WHEEL DRESSING
The pole windings are wired into two separate sections called phases. The phases are sometimes divided further into two parts. Phases allow for many variations in current patterns:
–Full-step current: both phases are always energized
–Half-step current: the two phases are not always energized (most common)
Standard 2-phase 200-step stepper motor
–50 teeth on each of the two rotor pole sections
–stator has 8 poles each with 5 teeth
–current in stator pole windings is sequenced to allow 1/4 tooth “effective” rotor rotation per step which results