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8/8/2019 The Step Motor
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Chapter 9: Step motors 9.1
Figure 9.1: X-Y positioning table with step motors.
Chapter 9
The Step motor
9.1. INTRODUCTION.
Stepping motors can be looked upon as electric motors without commutators. Typically, all windings in
the motor are part of the stator, and the rotor is either a permanent magnet or, in the case of variable
reluctance motors, a toothed block of some magnetically soft material. All the commutations must be
handled externally by the motor controller, and typically, the motors and controllers are designed so that
the motor may be held in any fixed position as well as being rotated one way or the other. Most stepping
motors can be stepped at audio frequencies, allowing them to spin quite quickly, and with an appropriate
controller, they may be started and stopped "on a dime" at controlled orientations.
For some applications, there is a choice between using servomotors and stepping motors. Both types of
motors offer similar opportunities for precise positioning, but they differ in a number of ways.Servomotors require analog feedback control systems of some type. Typically, this involves a
potentiometer to provide feedback about the rotor position, and some mix of circuitry to drive a current
through the motor inversely proportional to the difference between the desired position and the current
position.
In making a choice between stepping motors and servomotors, a number of issues must be considered;
which of these will matter depends on the application. For example, the repeatability of positioning done
with a stepping motor depends on the geometry of the motor rotor, while the repeatability of positioning
done with a servomotor generally depends on the stability of the potentiometer and other analog
components in the feedback circuit.
Stepping motors can be used in simple open-loop control systems; these are generally adequate for
systems that operate at low accelerations with static loads, but closed loop control may be essential for
high accelerations, particularly if they involve variable loads. If a stepping motor in an open-loop control
system is overload, all knowledge of rotor position is lost and the system must be reinitialized;
servomotors are not subject to this problem.
Stepping motors are known in German as Schrittmotoren, in French as moteurs pas à pas, and in Spanish
as motor paso paso. The terms step-motor and stepper are also common.
This motor has a special place among the electrical motors by its applications (nearly always positioning)
and the fact that this motor must be treated in combination with his drivers and controlling technics.
The typical step motor applications are:
S positioning tables in three dimensions.
S robot arms
S positioning of heads for plotters, cutters, printers
S copy machines
S head positioning of disk-drives
Figure 9.1 shows a picture of an X-Y positioning table.
The drives in the X- and Y-directions are realized with
step motors and lead-screws.
The step motor as rotational motor is the most used
application but the step motor as linear motor is increasing. Stepper motors have the following benefits:
• Low cost
• Ruggedness
• Simplicity in construction
• High reliability
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Chapter 9: Step motors 9.2
Figure 9.2: Two pole PM-step motor.
1Figure 9.3: L is excited.
• No maintenance
• Wide acceptance
• No tweaking to stabilize
• No feedback components are needed
• They work in just about any environment
• Inherently more failsafe than servo motors.
There is virtually no conceivable failure within the stepper drive module that could cause the motor to
run away. Stepper motors are simple to drive and control in an open-loop configuration. They only
require four leads. They provide excellent torque at low speeds, up to 5 times the continuous torque of
a brush motor of the same frame size or double the torque of the equivalent brushless motor. This often
eliminates the need for a gearbox. A stepper-driven system is inherently stiff, with known limits to the
dynamic position error. Stepper motors have the following disadvantages:
• Resonance effects and relatively long settling times
• Rough performance at low speed unless a micro-step drive is used
• Liability to undetected position loss as a result of operating open-loop• They consume current regardless of load conditions and therefore tend to run hot
• Losses at speed are relatively high and cause excessive heating, and they are frequently noisy
(especially at high speeds).
• They can exhibit lag-lead oscillation, which is difficult to damp.
• There is a limit to their available size, and positioning accuracy relies on the mechanics (e.g.,
ballscrew accuracy).
Many of these drawbacks can be overcome by the use of a closed-
loop control scheme.
9.2. THE WORKING PRINCIPLE
The working principle is explained with the model of figure 9.2.
Figure 9.2 shows a step motor built with two magnetical circuits
A and B, making a right angle, provided with respectively coil
A1-A2 and B1-B2.
Each circuit has salient poles and two sup-windings called the
phase of the motor. Circuit A has the poles 1 and 3 with the
1 3 2 4 phases L and L . The poles 2 and 4 with the phases L and L
belonging to circuit B. When no phase is excited the rotor will
even so align to one of the poles. According to the flux
decreasing law, the rotor will take such a position that the
magnetical resistance for the (PM) induction field lines will be
as small as possible. The rotor will stand still between the poles1,3 or the poles 2,4. So there are 4 preferred positions for the
rotor. Which position the rotor chooses, is random.
The above mentioned positions are also the positions for the
situation of excited phases. This motor has 4 steps per
revolution.
1If phase L is excited the pole 1 will be a north pole and pole 3
is a south pole. The rotor gets the position as showed in figure
29.3. Is phase L excited identically the rotor makes a rotation
angle step of 90 clock wise. Figure 9.4 shows this situation.0
1 2 3 4Excite alternating the phases L ,L ,L and L the rotor will
rotate clockwise in a step wise manner. By increasing the
switching frequency, the rotor movement changes from step
wise to a continuous rotating (like a synchronous motor).
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Chapter 9: Step motors 9.3
2Figure 9.4: L is excited.
Figure 9.5: Full step mode.
Figure 9.6: Half step mode.
To get the other rotation direction you have to change the
sequence of the excited phases. For counter clockwise the
1 4 3 2 1sequence must be L , L , L , L and L .
They excite only one phase at the time is the full step mode.
Figure 9.5 shows schematically the full step mode. The (full)
step angle for this motor is 90 .0
Figure 9.6 gives the situation in which alternating 1 phase and
2 phase at the same time are excited. This use of the step
motor is called the half step mode.
The number of steps per revolution is enlarged two times. A
step angle of 45 is for most applications too large. More0
common step angles are 15 - 7,5 - 3,6 - 2 - 1,8 degrees.
Constructive decreasing of the step angle can be done by
taking more poles on the rotor or increasing the number of
phases.
9.3 STEPPING MOTOR TYPES.
Stepping motors come in two varieties, permanent magnet (PM) and variable reluctance (VR) (there are
also hybrid (H) motors, which are from the controller's point of view comparable with permanent magnet
motors ). To find out which type of motor you are dealing with, you can notice it when no power is
applied. Permanent magnet motors tend to "cog" as you twist the rotor with your fingers, while variable
reluctance motors almost spin freely (although they may cog slightly because of residual magnetization
in the rotor). You can also distinguish between the two varieties with an ohmmeter. Variable reluctance
motors usually have three (sometimes four) windings, with a common return, while permanent magnet
motors usually have two independent windings, with or without center taps. Center-tapped windings are
used in unipolar permanent magnet motors.
With an appropriate controller, most permanent magnet and hybrid motors can be run in half-steps, and
some controllers can handle smaller fractional steps or micro-steps.
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Chapter 9: Step motors 9.4
Figure 9.7: Construction of one stator phase.
Figure 9.8: Exploded view of a PM step motor.
For both permanent magnet and variable reluctance stepping motors, if just one winding of the
motor is energized, the rotor (under no load) will snap to a fixed angle and then hold that angle
until the torque exceeds the holding torque of the motor, at which point, the rotor will turn, trying
to hold at each successive equilibrium point.
9.3.1 The construction of the stator of a step motor.
Figure 9.7 shows the stator of a PM-step motor. A stator
core (iron) is provided with one stator phase. As
mentioned in paragraph 9.2 the PM-step motor needs
minimal 4 phases for rotating in two directions. This can
be realized with two coils making a right angle
magnetically to each other and using the current flow
into both direction. This is called a semi-four phase
system. The rotating direction is defined by the sequence
of the excitement of the coils in combination with the
polarity of the excitement. Using the coil for two
polarities very efficiently. The value of the step angle is defined by the number of poles of the rotor and
the number of phases of the stator. The stator phase can be equipped with some stator teeth as shown in
figure 9.7. Dividing the stator pole into some teeth increases the torque. The tooth pitch of the stator
must be equal to the pole pitch of the rotor, so that in the excited mode the teeth of the stator stand
opposite to the poles of the rotor. This construction of the stator can be used for all types of step motors.
9.3.2 The permanent magnet step motor.
The rotor is made of permanent magnetical material. As mentioned before the pitch of the stator must
fit to the pole pitch of the rotor. Allthe stator pole teeth together is one
position step of the rotor. Figure
9.7 shows the situation for an
excited phase. For a good
functioned motor the tooth of
different phases of a two phases
motor must be shifted half a pole
pitch of the rotor; for a three phase
motor the tooth must shifteda pole
pitch, etc. Figure 9.8 shows pictures
of a common applied PM-step mo-
tor. The stator exists of an upper
and lower iron shield with teeth and
a middle part also with teeth on both
sides. Between the iron shields and
the middle part cylindrical coils are
placed. The coils are enclosed by
the tooth of the iron parts. Through this construction the teeth are alternating north and south poles along
the circumference by an excited coil. This applies for both coils. If you excite each coil in two directions
you have a semi-four phase step motor. The rotor is a permanent magnet with an equal number of poles
as teeth of the stator circumference. The rotor poles will find an opposite magnetic pole of the stator as
a preference position. The teeth of the upper magnetic system and the lower system are half a pole pitch
shifted. The use of a permanent magnet gives the opportunity to build a compact motor with a relativelarge torque. The construction is easy to realize so the price is low.
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Chapter 9: Step motors 9.5
Figure 9.9: Five phase VR-motor.
Figure 9.10: Stack model of a VR step motor.
Figure 9.11: The hybrid step motor.
9.3.3 The variable reluctance step motor
The rotor of the VR step motor is made of iron and teeth around the circumference. The teeth are
comparable to the poles of the PM-rotor. The tooth pitch of the stator must be the same as the tooth pitch
of the rotor. The torque development is based of the
reluctance principle. According to this principle a
tooth of the rotor will align to the excited stator pole.
The more rotor teeth the more steps can be realized.
Unfortunately the VR step motor needs minimal 3
phases for rotating in 2 directions. The reason is that
the rotor teeth has not a magnetical pole of its own,
but is magnetized by the stator pole. The rotating
direction is defined by the sequence and not by the
polarity of the excitement of the phases.
The number of steps per revolution is the number of
teeth of the rotor multiplied with the number of phases. Figure 9.9 shows a cross-section of a five
phase VR step motor. The stator exists of 10 salient
poles, of which 2 poles facing to each other form one
phase. The construction of the stator teeth of
different phases is made in such a way that after exciting the two phases after each other the rotor teeth
will face the teeth of the stator phases. The rotor made one step. After exciting the 5 phases after each
other the rotor has rotate one rotor
tooth and made 5 steps. This type of
motor can realize many steps per
revolution (till 1000's of steps).
Another construction is build with so
called stacks. Each stack consists of an
rotor and a stator. One stator of a stack
is mostly one phase. The number of
stacks can be 3 til 24. Figure 9.10
shows a 3 phase VR step motor with 3
stacks. For a good working motor the
rotor or stator teeth must be a
tooth pitch shifted. In figure 9.10
the stator teeth are aligned; the
rotor teeth are shifted.
9.3.4 The hybrid step motor.
This type of step motor is a
combination of the PM- and VR-
step motor. So the favorable
properties of both are united. The
rotor of the H-step motor exists of
an axial magnetized permanent
magnet with iron end parts with
teeth on the poles. The teeth of the
end parts are mutually ½ tooth pith
shifted. The stator provides at least
4 phases with teeth on the poles.
The stator poles are surrounded at both end parts of the rotor. Making steps in one direction is realized
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Chapter 9: Step motors 9.6
Figure 9.12: References of the step motor.
Figure 9.13: The static torque of a PM-step motor.
by the sequence of the excitement of the phases like the PM-step motor. Figure 9.11 shows a cross
section of an H-step motor with 8 poles. The motor has 4 phases and 2 teeth per stator pole. The numbers
of the poles 1 and 5, 2 and 6, 3 and 7, 4 and 8 form the 4 phases.
9.4 THE CHARACTERISTICS OF THE MOTOR
For most electrical actuators the mechanical behavior is given by the torque speed characteristic. For step
motors you need three characteristics for the mechanical behavior:
ema. The static torque-angle characteristic describes the torque T in relation to the rotor rotation è.
Such a characteristic is also used for the synchronous motor. The characteristic gives the torque
during one step, when only one phase is excited with a constant (rated) current.
b. The torque frequency characteristic (pull-out curve) for the stationary situation. This
em step stepcharacteristic gives the torque T in relation to the step frequency f . The step frequency f
is the frequency of the steps of the motor. The pull out characteristic can be compared with the
torque speed characteristics of the other motors.
c. The starting and stopping curve (pull-in curve) gives the needed torque to accelerate anddecelerate in relation to the step frequency.
First the static torque characteristic is discussed, because it is the base of the other two curves.
9.5.1 The torque angle characteristic.
The torque angle curve will be given for a semi four phase
PM step motor. Figure 9.12 shows the references of the rotor
emrotation angle è and the motor torque T for an excited
load em phase A. The load torque T is opposite to the torque T .
em
If you measure the torque T as function of the rotation
angle è, you get the static torque curve of phase A. The
emtorque T is nearly acting like sin è, comparable to the
torque of the synchronous motor in relation to the load angle
load emä . For step motors with p pole pairs the torque T is
proportional with sin pè. Figure 9.13 gives of a p pole motor
the torque of phase A for -ð < pè < ð . Phase A means that+ +
sthe phase coil A is excited with a current I in the positive direction.
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Chapter 9: Step motors 9.7
Figure 9.14: Static torque of a VR step motor.
Figure 9.15: Error angle for two load torques.
(9.1)
sIf phase A is excited in a negative way with a current I it will de indicated by phase A. Suppose a no--
loaded motor must make a step from position pè= -½ð to pè=0. For this step a positive torque is needed.
emSo phase A must be excited during -½ð
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Chapter 9: Step motors 9.8
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Chapter 9: Step motors 9.9
Figure 9.16: Torque for full and half step mode.
err sFigure 9.15 shows for two different load torques the è for nominal current I . As you can see the larger
the load torque, the larger the error angle. Equation (9.2) shows that the error angle is getting smaller
em,maxfor larger p and larger T .
9.6. MICRO STEPPING
The phase torques as function of the angle è of a two-phase PM stepper with p pole pairs are given by:
Phase: Torque: No-load position:
em,+A em,max noA T = -T sin(pè) pè = 0+
em,-A em,max noA T = -T sin(pè - ð) pè = ð -
em,+B em,max noB T = -T sin(pè - ½ð) pè = ½ð (9.3)+
em,-B em,max noB T = -T sin(pè - 1½ð) pè = 1½ð-
Figure 9.16 shows the
torques per phase for a
clockwise rotating motor. If
you excite only one phase at
any time you get the full
step mode. You get the half
step mode by exciting
alternating one and two
phases toge ther. For
example the sequence A,+
A B, B, B A, A, etc. is+ + + + - -
the half step mode for
rotation clockwise.
The total torque for the
phases A B is:+ +
em,+A+B em,+A em,+B em,maxT = T + T = -1,4T sin(pè - ¼ð) (9.4)
noThe no-load position is for pè = ¼ð. This torque is given in figure 9.17. The maximum torque is 1,4
times larger than of one phase. You can also write for the torque of the phases A and B:+ +
em,+A em s,A em,+B em s,BT = -K I sin(pè) and T = -K I sin(pè - ½ð) (9.5)
emK = a constant depending of motor parameters (comparable with the torque constant of a DC-motor).
s,A s,BI = the current of phase A I = the current of phase B
s,A s,BThe currents I and I can be made dependent on the variable â according:
s,A rated s,B ratedI = I cosâ and I = I sinâ (9.6)
em,+A em,+B em,+A+BThe torques T , T and T are than:
em,+A em ratedT = -K I sinpècosâ
em,+B em ratedT = K I cospèsinâ (9.7)
em,+A+B em ratedT = -K I sin(â-pè)
You can now create an arbitrarily step between two full steps by choosing the right value of â. This
principle is called micro stepping.
noThe no-load position is: â-pè = 0 (9.8)
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Chapter 9: Step motors 9.10
Figure 9.17: Circuit and current during switching on.
ser ter sFigure 9.18: Influence of R and U to i .
If you make the currents of the “half step” a factor ½2 smaller, the maximum torque will also decrease
with the same factor, so the torques of the “half step” and the full step are equal. So the angle â must be
¼ð.
Examples of values of â:
Full step mode:
no s,A rated s,B No-load positions pè = 0; â = 0 I = I ; I = 0
no s,A s,B rated No-load position pè = ½ð; â = ½ð I = 0; I = I
Half step mode:
nul s,A rated s,B No-load position pè = 0; â = 0 I = I ; I = 0
nul s,A rated s,B rated No-load position pè = ¼ð; â = ¼ð I = ½2I ; I = ½2I
nul s,A s,B rated No-load position pè = ½ð; â = ½ð I = 0; I = I
To create more micro steps between the full steps, you have to take more values of â in the right way.
For the right â you must divide 90 electrical degrees to the number of micro steps between two full steps
plus 1.For 2 extra step 90 degrees must be divided to 3, so â = 0 (full step), â = 30 (micro step), â = 600 0 0
(micro step), â = 90 (full step). The currents of the phases depend on the number of micro steps. Micro0
stepping increases the accuracy of the position possibilities and can compensate the error angle of loaded
motors. With smaller steps the motor rotates more quietly. For the same speed a higher frequency is
needed as for the full step mode. To hold the motor in a micro step position a continuous current in both
phases is necessary. The detent torque is in that case a great drawback. There are IC for micro stepping
available til about 400 micro steps.
9.8 SWITCHING ON AND OFF OF THE PHASES.
For a good functioning step motor the
step must made so fast as possible. So
sthe phase current I must reach the end
value as soon as possible. The current
sis defined by the resistance R , the
sinductance L and the terminal voltage
ter U . The influence of the switch
component is represented as a voltage
drop of the component. Mostly the
voltage drop is negligible. Figure 9.17
shows an easy switching circuit for
one phase and an extra serie resistor
ser R .ter After the switching on the voltage U the
scurrent i is defined by:
on s ser sThe constant ô = L /(R + R ) is called
the turn on time constant. Figure 9.17 shows
s ser onthe current i . For a high value of R the ô
swill be small and the current i increases fast.
(9.9)
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Chapter 9: Step motors 9.11
sFigure 9.19: The circuit and current i during turning on and off.
emFigure 9.20: The torque T around the no-load position.
ser If you want the same end value of the current for a high value R you need a higher value for the
on ter terminal voltage. Figure 9.18 shows a smaller ô for a higher voltage U . You must always try to reach
rated sthe rated value I for i .
rated on Normally the static torque curve is given for I . In practice you must try to make ô much smaller than
the necessary time needed for one step. The step time is mainly defined by the mechanical parameters
(inertia, friction, viscous friction).
sAfter the rotor reaches the end position of a step, the current i must decrease to zero as soon as possible.
Because you have to deal with an induction, this must be done in the right way otherwise voltage spikes
freewill occur across the switching element. Therefor a freewheel diode is necessary. An extra resistor R
saccelerates the fall of the current. Figure 9.19 shows that circuit. The current i is defined by:
off s ser sThe constant ô = L /(R + R + -
freeR ) is called the turn-off timeconstant. By increasing the value of
free sR the current i decreases faster.
This is limited by the fact that a too
freelarge value of R destroyed the
transistor. Just after turning off the
cevoltage U over the collector-
emitter junction of the transistor is
given by:
ce ter free rated U = U + R .I (9.11)
9.9 THE FREQUENCY TORQUE CHARACTERISTICS.
The step motor has two torque step frequency characteristics. The curves are based on the dependency
of the step frequency and the load torque. The pull-in curve gives the permitted frequency of a starting
and stopping stepper. The pull-out curve gives the permitted frequency for an already running motor.
This curve is comparable with the speed torque curve
of other motors.
9.9.1 The first starting step.
From a stand still situation the first step is defined by
viscthe inertia J, the viscous friction f , the load torque
load emT and the motor torque T of the stepper. During
the step there must be a balance between the different
torques. The rotor position is given by:
J = the inertia of the motor and load together.
(9.10)
(9.12)
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Chapter 9: Step motors 9.12
(9.14)
res resFigure 9.22: Step responses for f and 0,6f .
Figure 9.21: The rotor position during one step.
viscf = the viscous friction (very small).
shaft loadù = the angular speed of the shaft; T = the load torque (inc. friction).
emFigure 9.20 gives the static torque T . The torque is near the no-load position and can be approached
by:
em step no T = -K .(è-è ) (9.13)
Combination of (9.13) and (9.12) gives a solution for è as a function of the time:
resf = the mechanical resonance frequency of
the stepper with load.
A = integration constant depending on thestarting conditions of the step.
According to (9.14) the rotor will vibrate as
response on one step. At last the rotor reaches the
no-load position of the step. Figure 9.21 shows
the rotor position as reaction of one pulse. For
the course of the rotor position the same terms
are used known from the control theory. If you
want to make more steps, the frequency of those
steps must not be too high. It can happen that too
fast stepping, steps start in the maximum of the
overshoots and so steps are skipped. Figure
9.22 shows this effect with a too early generated
impulse.
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Chapter 9: Step motors 9.13
Figure 9.23 The pull-in curve.
Figure 9.24: Equivalent circuit for one phase.
A step frequency that equals the mechanical resonance frequency causes 'running out of order' of the
motor and can lead to bad resonance behavior. For this reason there is a limited step frequency in
relation with the load torque for the dynamic motor characteristic.
resFigure 9.22 shows that a step frequency of 0,6 f keeps the motor in to the right steps.
9.9.2. The pull-in curve.
As you have seen at the start (but also for stopping) the pulses may not follow too fast to each other. The
pull-in characteristic gives the step maximum frequency for a certain load that the motor will start to run.
Because there is no starting speed the inertia J has a great influence on the process. During the stepping
em emthe torque T is not constant (see the static torque) so you must calculate with an average value for T
visc acc. If you neglect the viscous friction f , only an acceleration torque T is necessary for the inertia J. -
accWith (9.12) the acceleration torque T is:
The average angle acceleration á will be:
From (9.14) and (9.15) you can deduce that an increasing load
loadtorque T the angle acceleration á will decrease. The motor
stepneeds more time to make a step. The step frequency f will
become smaller. At the end for a large load torque the motor
will not start any more. The other way around a no-load motor
has a very large disposable acceleration torque. In the no-load
step,nomode you find the highest starting step frequency (f ). Figure 9.23 is a sketch of the pull-in curve.
Some remarks for the curve:
em,max ave, max ave,maxS The holding torque T will be larger than T pointed in figure 9.23 , because T is
an average value.
S For a larger inertia (i.e. of the load) the curve will shift to the left.
accS If the viscous friction is not negligible, the torque T will become smaller. The step frequency
decreases.
9.9.2 The pull-out curve.
If the motor is already running there is no torque needed
for acceleration. The pull-out curve gives the step
frequency for a certain load torque for a running motor.It describes a stationary situation and therefore
comparable with the normal torque speed characteristics
for other motors. The pull-out curve for voltage supplied
PM stepper will be discussed. In the stationary mode the
equivalent circuit for one phase is like the Dc-motor. It is given in figure 9.24. You must calculate with
em s mut,saverage values. This applies to for the torque T the phase current I and the motional voltage U .
mut,sThe voltage U is proportional with the speed of the rotor and so proportional with the step frequency.
The no-load stepper needs only a torque for the friction, which requirs a relative small motor torque
em,ave s mut,sT . The phase current I has a low value so the value of U is high. A high speed is possible.
s mut,sThe needed current I for a loaded motor is much larger. For a voltage supplied stepper U must be
em
small, so the speed and the step frequency will decrease. In the stationary mode T will be equal to the
loadload torque T . Figure 9.25a shows the phases as a function of the rotation è in the full step mode.
(9.16)
(9.15)
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Chapter 9: Step motors 9.14
Figure 9.25: The torque for the no-load and loaded situation.
Figure 9.26: The pull-out curve.
Figure 9.27: Operation area of a step motor.
The turn on and off times are neglected.
When the phases are excited the maximum
parts of the static torque curves will be
followed.
sFigure 9.25b shows this for a value of I
ratedsmaller than the rated value I . By taking
the average value of each part of the torque
em,avethe total average torque T can be
em,avecalculated. For a loaded motor the T is
equal to the load torque. The phase current
sI is relatively high. Figure 9.25c is for a
nearly no-loaded motor. The average torque
is equal to the friction torque. The step
frequency of a no-loaded motor can be higher than a loaded motor, because the speed can be larger. In
the figures 9.25b and 9.25c it is impossible to see the different frequencies, because the figures are
srelated to the rotor positions. The maximum load torque is for the rated value of the current I , but for
step,lima frequency of zero. In the no-load mode you get the maximum step frequency f . Between the
step,limfrequency from 0 till f you can find a load torque by which the motor just can rotate. This is given
by the pull-out curve in figure 9.26.Figure 9.27 shows the pull-in and pull-out
curves together in one plot. The starting torque
is the same for both curves. The area under the
pull-in curve is called the start/stop area. The
area between the curves is called the "slew
rate" area. Suppose you must get from standing
still to a certain position as fast as possible,
than you have to cross the different kinds of
operation area of the motor. First, you have to
start the motor in the start/stop area. Next you
want to use an operation point on the pull-out
curve as long as possible. Such a point is only
reachable through the “slew rate" area. In this
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Chapter 9: Step motors 9.15
Figure 9.28:Resonance and unstabilities of a step motor.
area the step frequency must be carefully increased (not too fast). Doing this on the wrong way the motor
will stand still. There must be enough torque left for acceleration.
9.9.3 Resonances and unstabilities.
Because of not-linear effects (saturations, viscous
friction, turning on and off) the dynamic curves
have some dips and islands. In those areas the motor
is not functioning well and its behavior is not
predictable. Figure 9.28 shows those areas for a
certain step motor. By using higher or lower
frequencies those areas can be avoided. The
resonances are divided in three categories:
a. Low-frequency resonance. Those are of
mechanical nature lying around 100 Hz.The resonance is caused by the own
frequencies (or multiplies) of the
mechanical system. The frequencies are disturbing in the start/stop area.
b. Mid-range instabilities (500-1500Hz). The cause of those resonances are the electronic driver
circuits (choppers and bi-level).
c. Higher-range oscillation (2500-4000Hz). Those instabilities are not quite known yet . A
possible cause can be the behavior of the iron (magnetical nature).
The best solution against instabilities is to avoid the frequency. Another remedy is to reduce these
instabilities is to damp the movements of the step motors. Mechanical you can do that with oil-dampers
(only used for large motors). Electrical damping is realized with a 2-pole magnet on the shaft moving
in an extra magnetical field. So an electrical damp-force can be generated.
If the dips are really small you can try to skip those step frequency.
9.10 A COMPARE BETWEEN A PM- AND A VR-STEP MOTOR.
At the end some practical properties of the PM- and VR-step motor. The H-step motor can be seen as a
combination of both motors with the advantages of both types. The PM-step motor is implemented in
applications with limited space. Think of desk devices (i.e. printers). The De VR-step motor is not so
often used any more, but if it is used then in applications where a large torque required. In table 9.1 both
step motors are compared to each other.
Tabel 9.1
Type/properties PM VR
Holding torque smaller bigger
Detent torque yes no
Swing phenomenon for 1 step less more
Resonance phenomenon less more
Number of steps per revolution limited very large
Supply phases : 2 phases: 3
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Chapter 9: Step motors 9.16
Figure Op.9.1 The torque of the phases A, B, C.
A general pronunciation about the price is difficult to give. The price depends on the construction and
materials of the motor, but also of the electronics of the supply and the controlling system. So each
application has its own price.
9.11. PROBLEMS.
9.11.1. Determine for the motors of figures 9.8, 9.9 en 9.11 the step angle.
9.11.2. On which manner (a mechanical) can the error angle be reduced? What can be the disadvantage
of it?
9.11.3. Draw the torque as a function of the position of a PM step motor for p=1 and 4 stator poles in
a not-excited mode. Use sinus forms. Give in the drawing also the own holding torque.
9.11.4. Why must the load torque be as low as possible for positioning problems?
9.11.5. Mention the positive and negative points of the bipolar control against the unipolar control.
em,ave9.11.6. Why are the maximum values of the torque T for the pull in and pull out curves equal to
each other?
9.11.7. A variable reluctance step motor consists of 5 stacks of one phase. The stator poles of the
have an even number of tooth as the accompanying rotor namely 24 tooth alike divided around
the circumference. What is the number of steps per revolution?
em9.11.8 The torque T of the phases A,B and C of
a 5-phase VR-step motor are given in
figure OP 9.1.
a. Calculate for full step the no-load
positions.
b. What are the no-load positions if you
excite every time 2 phases at ones? What
is the torque as a function of è?
c. What are the no-load positions if you
excite 3 phases at ones? What is now the
torque as a function of è?
d. What will you choose if you want in a simple way as much as possible steps per revolution,
without using micro-stepping?
9.11.9. A two phases (semi-four phases) PM-step motor has 8 pole pairs on the rotor. They want to
realize with the help of micro-stepping 4 extra steps between 2 full steps. The rated current is
nomI . Calculate the current levels and the no-load positions for the micro-steps.
9.11.10. For a two phases (semi-four phases) PM-step motor has a torque for phase A en B:
em,A s,A em,B s,BT = - 10i sin16 è mNm and ; T = - 10i sin(16 è-½ð) mNm. For full step the operation
s,A s,B ratedcurrents are : i = i = I = 0,5 A. They will create 2 extra steps with micro-stepping.
a. How many steps are made for one revolution (full steps mode)?
b. Calculate the no-load positions for the micro-steps; starting with the full step for è = 0.
loadc. Calculate the step error for full step mode if the load torque is T = 1 mNm.
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Chapter 9: Step motors 9.17
Figure Op 9.2 A bipolar control circuit.
Figure OP 9.3: control circuit.
9.11.11. A three phases VR-step motor has a coil-resistance of 1 Ù and an average value for the
ratedinduction of 40 mH. The rate current I is 2A.
a. Design an unipolar control circuit with a turn time constant of 2ms and a turn off time constant
of 1 ms.
b. Estimate the power of the losses.
c. Calculate the supply voltage.
rreed. If this motor makes 600 steps per second. How many power is lost in the resistor R of the
free wheel circuit?
e. Calculated the maximum voltage over the collector-emitter junction of the transistor.
9.11.12 A PM-step motor has a coil-
resistance of 1 Ù and an average
value for the induction of 40 mH.
ter The terminal voltage U is 40 V.
ser The series resistor R has a value of
19 Ù. The controlling is bipolar , asyou can see in figure Op 9.2. The
switching transistors have their own
free wheel diode. All the switching
components are free of losses.
a. What is the value of the rated
ratedcurrent I , that has to be switched off ?
b. Calculate the turn off time constant. Approach e with (1 - t/ô)-t/ô
c. If this motor makes 600 steps per second. How many power is going back to the power supply?
d. Calculated the maximum voltage over the collector-emitter junction of the transistor.
9.11.13 For a two phases (semi-four phases) PM-step motor has a torque for phase A en B:
em,A em,BT = - sin4 è mNm and ; T = cos4 è mNm. They will create 1 extra step with micro-
stepping.
a. Calculated for three successive steps, starting for è = 0, the no-load position and the current
level for each phase.
load b. The load torque is T = 0,1 mNm. They realize half steps with and without micro-stepping.
Calculate for both situations the step error angle .
9.11.14 A variable reluctance step motor consists of 5 stacks of one phase. The stator poles of the
have an even number of tooth as the accompanying rotor namely 50 tooth alike divided around
the circumference.
a. What is the number of steps per revolution?
b. What happens with the pull-out curve if the inertia J of the system is decreasing?
9.11.15 Figure OP 9.3 shows the basic control circuit for one phase of a
PM-step motor. The rated current is 3,5 A. The coil has an
s freeinduction L of 0,2 mH and a resistance of 2 Ù and R = 20 Ù.
inThe turn on time constant ô is 0,04 ms.
ser a. Calculate the resistor R ?
ce b. What is the voltage U over the transistor junction, just after
turning off the transistor?
c. What is theoretical the maximum step frequency for one single
phase (Remember you have to turn on and off the current in the
coil)?