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The mechanical and hydraulic arrangements described in the preceding sections
transform mechanical energy. They do not generate it. We still need some
source of mechanical motion to produce the mechanical energy. The usual
source is an electric motor, or, when only a small amount of motion is
required, a solenoid. Selecting a motor for a particular application usually
isn’t an easy job for the electronics technician; not because it is difficult,
but simply because as a general rule, the technician isn’t very familiar
with motors.
There are many different types and sizes of motors available and selection
of the proper motor type for a particular job requires some knowledge of
how motors work and what the various specifications mean.
DC MOTORS
Fig. 5-1 shows a functional sketch of an elementary dc motor. It consists
of a moving coil called the armature winding and a stationary coil called
the field winding. Each of these windings carries a current and therefore
produces a magnetic field. Because the armature of the motor rotates, it
produces a rotating magnetic field. The field winding being stationary
produces a stationary field. It is the interaction of these fields that
causes the motor to rotate. In some motors the field winding may be replaced
by a permanent magnetic.
The operation of the motor is shown in Fig. 5-2. At A, the armature is
in such a position that it produces a magnetic field with a north pole
at the top and a south pole at the bottom. Because unlike poles attract
and like poles repel, the interaction of the two fields will cause the
armature to rotate in a counterclockwise direction.
In Fig. 5-2B we have reached a dilemma, the unlike magnetic poles of the
armature and the field have lined up. There is no longer any torque to
cause the armature to rotate. Unless some other provision was made this
is as far as our motor would turn. Fortunately something has been done.
The current to the armature is fed through brushes and a commutator. The
brush and commutator arrangement reverses the connections to the armature
winding at the point in its rotation where the torque would go to zero.
This, in turn, reverses the polarity of the field and the armature continues
to rotate in a counterclockwise direction.
Our motor of Fig. 5-2 has been simplified to illustrate the basic principle.
If a real motor had only one armature winding, the motion would be rather
jerky because the torque would be maximum when the unlike poles were coming
close together. In a practical motor, there are several armature windings,
each with its own pair of commutator segments. This produces a practically
constant torque. Figure 5-3 shows a sketch of a commutator with several
armature windings. As each armature winding is switched into the circuit
it will produce a magnetic field that interacts with the stationary field
to produce torque.

Fig. 5-1. Elementary dc motor.

Fig. 5-2. DC motor operation.
Fig. 5-3. Practical dc motor armature.
Our simplified motor has only two magnetic poles from the field, so it
is called a two-pole motor. Practical motors may have two, four, or more,
poles.
To cause a dc motor to run, a current must flow in both the field and
armature windings. The way in which the windings are connected together
will have a pronounced influence on how the motor behaves. Before we discuss
this aspect of motors, we should get a good understanding of the relationship
between voltage, current, torque, and speed in a motor.
A very useful concept in understanding motor operation is that of counter
electromotive force or counter emi. This concept is easy to understand
when you realize that a motor and a generator are nearly identical. In
fact, when a motor is turning, it will generate a voltage in the same way
that a generator will. It really doesn’t matter whether we turn the motor
by rotating its shaft or whether we cause it to rotate by applying a voltage.
In either case, a voltage will be generated across the armature winding.
This voltage op poses the applied voltage. That’s why it’s called a counter
emf.
We can now draw a rough equivalent circuit of the armature portion of
our motor. For convenience, we won’t bother with the commutator. We know
that the windings will have some resistance, so we show a resistor in series
in the circuit of Fig. 5-4. We also know that the motor generates a counter
emi, so we will also show a generator in series. For the time being that’s
all we need to explain the basic operation of the motor.
Now, let’s suppose that the motor of Fig. 5-4 is at rest. Since it is
not rotating, there will be no counter emf. When we close the switch, current
will be limited only by the resistance of the armature windings which is
quite low. Thus there will be a large surge of current flowing into the
motor. This tells us that when we apply power to a motor we can expect
a large starting current, until the motor gets going.
Once the motor starts to spin, the counter emf will be developed. This
counter emf opposes the applied voltage so that the current flowing through
our equivalent circuit will be reduced. The faster the motor turns, the
higher the counter emf, and hence the lower the current.
The counter emf also depends upon the strength of the magnetic field from
the field winding. The greater the field strength the higher the counter
emf for a given speed of rotation. The applied voltage must always be higher
than the counter emf because we must have some current flowing through
the motor to keep it from turning. If we increase the strength of the field,
the motor won’t have to turn as fast to generate the same counter emf.
This means that increasing the field strength will decrease the speed of
the motor. Decreasing the field strength will increase the speed of rotation
of the motor. At first, this sounds backward—like we are getting something
for nothing, but there is more to consider. What we really want to get
out of the motor isn’t speed, but torque or rotational force. The torque
increases with both the current through the armature and the strength of
the field.
So far we haven’t considered the affect of a mechanical load on a motor.
Suppose that a motor represented by our equivalent circuit of Fig. 5-4
is running at full speed with no load other than the friction of its bearings.
Intuitively, we feel that the motor wouldn’t be drawing much current because
it isn’t delivering much power. This is true, and the reason is that the
counter emf is nearly equal to the applied voltage.
If we attach a mechanical load to the shaft of the motor, the motor will
tend to slow down. This slowing down will reduce the counter emf allowing
the current to increase. The increase in current will cause the torque
to increase so that the motor can drive the load. Of course, if we apply
too much of a load to the motor we may stall it. In the stalled condition,
there will be no counter emf with the result that the current will be excessive
and will probably burnout the armature winding.
There are three basic types of dc motors, they differ primarily in the
way that the armature and field windings are connected together. When we
select a type of motor for a particular application, we are usually interested
in how its speed and torque vary with different load conditions.

Fig. 5-4. Equivalent circuit of motor armature.
THE SERIES MOTOR
Figure 5-5 shows a diagram of a motor with the armature and field windings
connected in series. Not surprisingly, it is called a series motor. In
this arrangement, all of the armature current also flows through the field
winding. For this reason the field winding consists of comparatively few
turns of heavy wire.
From an earlier discussion of motors, we can see how the series motor
will behave with varying load conditions. First let’s look at what happens
with no load. When the motor is at rest, there will be no counter emf.
Thus when the switch in Fig. 5-5 is closed there will be a large current
through the armature and field windings which are connected in series.
Since the torque increases with both armature current and field strength,
there will be a very high starting torque. As the motor turns faster and
faster, a high counter emf will be developed, but at the same time it will
weaken the field, tending to make the motor turn even faster. With no load
a series motor will develop damaging high speeds. They should never be
run unloaded.
A mechanical load applied to the shaft of a series motor will slow it
down. This will reduce the counter emf so that current and hence the torque
will increase. A series motor therefore has a very high starting torque,
and a speed that is determined primarily by the mechanical load. It is
ideal for applications where a high torque is required for a short period
of time. This includes many control applications.

Fig. 5-5. Series motor.

Fig. 5.6. Characteristic curves of a series motor.
Figure 5-6 shows the characteristics of a series motor in graph form.
Of course, this particular motor is much larger than any motor that would
find application in a control system, but the shape of the curves will
be the same for just about any series dc motor. The curves show that as
the load on the door increases, the speed will decrease, and the torque,
the current, and the efficiency will all increase.
THE SHUNT MOTOR
Figure 5-7 shows a motor with the field and armature windings connected
in parallel across the power source. Because of this parallel connection
it is called a shunt motor. The field winding usually has many turns of
fine wire. Compared to the series motor, the field current is small but
the field strength can be made as large as necessary by using many turns
of wire. With this arrangement, the field current, and hence the field
strength, is nearly constant.
When power is applied to the motor of Fig. 5-7, the armature current will
be high, causing a high torque. This starting torque will not be as high
as in the series motor because the surge of starting current doesn’t flow
through the field winding. As the motor comes up to speed, the counter
emf will increase until it nearly reaches the applied voltage. At this
point, the speed will stop increasing and will remain nearly constant.
As a mechanical load is applied, the motor will tend to slow down, but
this will reduce the counter emf which will, in turn, increase the torque.
This will bring the speed back to nearly its “no load” value. The shunt
motor thus has a reasonable starting torque and nearly constant speed under
varying load conditions. It is used in applications where constant speed
is required.
Figure 5-8 shows the characteristics of a shunt motor. Again, the particular
motor illustrated is much larger than the motor of a control system. It
will, however, illustrate the properties of the shunt motor. The comparative
independence of the speed with varying load conditions is illustrated by
the top curve on the graph. Note that the speed of the motor will remain
nearly constant as the load is increased. At a load somewhat less than
the rated load of the motor, the speed will start to drop slightly, but
for all practical purposes, we can consider the shunt motor to be a constant
speed device. Both the current and the torque increase linearly with load,
and the efficiency is maximum at some load less than the rated load of
the motor.
THE COMPOUND MOTOR
It is possible to use two field windings on a motor—one in series with
the armature, and one in parallel with it as shown in Fig. 5-9. This arrangement
is called a compound motor. There are two possible ways to connect the
two field windings of a compound motor. If the two field windings are connected
so that they will aid each other the motor is called a cumulative compound
motor. If they oppose each other it is called a differential compound motor.
The cumulative compound motor behaves a lot like a series motor. There
will be a high starting torque because one of the field windings is in
series with the armature. As in a series motor, the speed will increase
as the mechanical load decreases. It will not increase without limit, however,
because the parallel field has a nearly constant field strength. This motor
can be used in applications where a high torque is required and the load
may vary over a wide range. The differential compound motor is much like
a shunt motor, but it has a more nearly constant speed. It has little advantage
over the shunt motor, and therefore it is rarely used.

Fig. 5-7. Shunt motor.

Fig. 5-8. Characteristic curves of a shunt motor.

Fig. 5-9. Compound motor.
THE UNIVERSAL MOTOR
A widely used variation of the series motor is called a universal motor
because it can work on either ac or dc.
The universal motor uses laminated iron parts just as a transformer does.
This eliminates the adverse effects of eddy currents in the magnetic parts
of the circuit. Usually fewer turns are used in both the armature and field
windings so that the reactance will be low enough to allow an adequate
current to flow.
Usually a universal motor will run somewhat faster on dc than it will
on ac. This is because on dc we are concerned with the winding resistance
whereas with ac we are concerned with both the resistance and reactance
of the windings.
The universal motor has many of the characteristics of the series motor.
It has a high starting torque and is capable of handling large loads over
a short period of time. Universal motors are used in small appliances such
as electric drills vacuum cleaners, and food blenders.
MOTOR CONTROLLERS
Some motors can be driven directly by a power source in series across
the switching contacts of a relay. In some cases, however, better performance
can be achieved with a transistor switch between the relay and the motor.
A typical circuit is illustrated in Fig. 5-10. The battery is the power
source for both the transistor switch and the motor. Of course, any type
of power supply could be substituted for the battery shown here.
A variation on this basic circuit is shown in Fig. 5-11.

Fig. 5-10. This is a typical active motor driver circuit.
In a great many control systems, it is necessary to have control over
which direction a motor runs. For example, if a motor is used to open a
door, it will probably also be used to close the door. It will be necessary
for the motor to run in one direction to open the door and in the reverse
direction to close the door.
The direction of rotation for all the motors described in this section
can be reversed simply by reversing the direction of current flow in either
the armature or the field windings, but not both. This is true of most
dc motors. Of course, this won’t work in an ac motor where the current
is constantly reversing its flow anyway. Fortunately, dc motors tend to
be less expensive, less bulky, and easier to work with than their ac counterparts.
There would be little to be gained by using an ac motor in a home control
system.
Figure 5-12 shows how a DPDT relay may be used to control the direction
of the current flow through the motor’s field windings. The relay has a
low voltage coil (6-24 volts) so that it can be used with any of the control
arrangements described earlier. When the relay is not energized, the motor
will run in one direction, and when the relay is energized, the motor will
run in the opposite direction.
One problem with this simple arrangement is that the motor will be running
constantly. The relay only changes the direction, it does not turn the
motor on and off. This would have to be done with a second relay.
Another approach to bidirectional motor control is shown in Fig. 5-13.
Two separate relays, each powered by its own independent control signal,
are used. If both relays are deenergized (switch contacts open), the motor
is turned off. A signal passing through the coil of relay 1 will turn on
switch transistor Q1, causing the motor to rotate in one direction, say
clockwise. Tithe control signal is applied to relay 2 rather than relay
1, Q2 will be switched on. Since the power supply controlled by this transistor
has the polarity reversed compared to that of Q1, the motor will rotate
in the opposite direction.

Fig. 5-11. Here is a variation of the basic motor driver circuit shown
in Fig. 5-10.

Fig. 5-12. Motor reversing relay.
Fig. 5-13. This two relay/two transistor circuit can provide bidirectional
motor control.

Fig. 5-14. Here is a variation on the basic bidirectional motor control
circuit that only requires one power source to drive the motor in either
direction.
REVERSING MOTOR DIRECTION
There is a potential problem with this circuit. Care must be taken to
avoid allowing both of the relays to be energized at any one time. The
conflicting control signals could damage the motor and one or both transistors.
As in the earlier motor control circuits, the batteries may be replaced
with any suitable power supply.
An alternative arrangement of this circuit is shown in Fig. 5-14. It operates
in basically the same way as the circuit of Fig. 5-13, but in this arrangement
only a single battery/power supply is needed. The switching transistors
still reverse the apparent polarity to the motor.
LIMITING ROTATION
There are many applications where we want to limit the amount of travel
of a motor controlled device. Usually this isn’t important in cases where
we can either see what is being moved or have an indication of its state.
It can be important, however, when we don’t have a good idea of what is
going on physically.
For example, suppose we are using a small motor to turn an attenuator
that controls the volume of a stereo system. We push a button that makes
the motor run forward to increase the volume, and push another button that
makes the motor run in reverse to decrease the volume. The human ear is
not a good judge of audio volume, so it is possible that we might try to
continue to increase the volume after the attenuator has reached the limit
of its rotation. The motor used in the system might well be strong enough
to completely ruin the attenuator.
One approach to the problem is to make the mechanical coup ling between
the motor and its load rather loose so that the shaft will slip if the
motor drives the load to its limit. In Fig. 5-15, a motor shaft is coupled
to an attenuator through a coupling which grips the two shafts by means
of two set screws. If one of the set screws is tightened just enough so
that the motor will turn the shaft of the attenuator, the coupling will
slip when the attenuator reaches the limit of its rotation. The principle
disadvantage of this arrangement is that after it has slipped a few times,
it may become erratic and not turn the attenuator at all.

Fig. 5-16. Limiting rotation by limiting torque.
Another approach to the problem is to reduce the voltage applied to the
motor by means of a series resistor as shown in Fig. 5-16. The resistor
is adjusted so that the motor will turn the shaft of the attenuator but
will stall when the limit of rotation is reached. With a small motor and
a series resistor, no harm will be done if the motor is stalled for a few
seconds.
A more elaborate arrangement for limiting the amount of travel of a motor
driven is shown in Fig. 5-17. Here relay K1 is a DPDT relay that reserves
the direction of rotation of the motor, and switches S1 and S2 are normally
closed, snap-action limit switches. If this circuit were used with our
motor driven attenuator, one switch, S1, would open the attenuator was
at the highest volume setting and the other switch, S2, would open at the
lowest volume setting.
When power is applied to the circuit of Fig. 5-17, the motor will start
to run in the forward direction. As soon as the attenuator reaches the
high-volume limit of its rotation, switch Si will open. This will allow
gate current to flow into the SCR. The SCR current will energize the reversing
relay K1 so that the motor will immediately reverse direction before the
attenuator is damaged.
Of course, switch Si will close again as soon as the motor reverses direction.
This won’t affect anything, however, because the SCR will continue to conduct
once it has fired.

Fig. 5-15. Limiting rotation with a slipping coupling.

Fig. 5-17. Electronic motor reversing circuit.

Fig. 5-18. Cam and limit switch to limit motor rotation.
Now suppose the motor is allowed to run until the attenuator reaches its
low volume limit. Switch S2 will now open. This will shut off the SCR and
de-energize the reversing relay so that the motor will run in the forward
direction.
Figure 5-18 shows a cam and two limit switches arranged to detect limits
of rotation. The system isn’t restricted to this type of switching arrangement.
The limit switches can be used in any way that they will detect limits
of any type of motion.
There are some disadvantages to the circuit of Fig. 5-17. The chief one
is that the only way we can reverse the direction of the motor to reduce
volume is to run the system up to volume where the reversing relay will
be energized. This could be very annoying, particularly if the stereo were
capable of producing a very large amount of power. One solution is to modify
the circuit of Fig. 5-17 so that when power is applied to the circuit,
the motor will always start to turn in a direction as to lower, rather
than raise, the volume. This would prevent large blasts of sound while
adjusting the sound level.
Still another arrangement is to use the circuit of Fig. 5-17 in connection
with a reversing switch or reversing relay. With this arrangement, the
direction of rotation is controlled by the position of the switch or relay.
The limit switches are used only to change the direction if the motor should
reach its limit of travel.
Most of the small motors used in control systems will probably be dc motors
because it is so easy to reverse them and to control their speed. The principal
limitation of the dc motor as far as home control systems is concerned
is that it requires dc for operation and the power available in a home
is ac. This means that the ac must be rectified for operating the motor.
In a small motor, this isn’t a problem. Rectifier diodes of the types used
in electronic power supplies can be used satisfactorily.
In applications where a lot of power is required, it is probably best
to use an ac motor. The basic principles of ac motors are covered in the
following paragraphs.
AC MOTORS
There are a great variety of ac motors that are available for building
control systems. If a new motor is being purchased for a particular application,
the manufacture or his agent can help in selecting a motor that is well
suited for the application. This makes selecting the motor very simple.
Unfortunately, builders of small control systems usually do not buy new
motors. They use second hand motors that are purchased from a second hand
outlet, or are salvaged from an appliance that has been discarded. In order
to make proper use of such motors, we need to know something about the
various types of ac motors, their characteristics, and how to recognize
the different types.
In general, small ac motors can be grouped into the six different categories
listed in Table 5-1. The biggest difference between all of these different
kinds of motors is in the amount of starting torque that they will develop
and in their starting current requirements. Table 5-2 lists many different
types of ac motors and their pertinent characteristics.
The reason that the starting requirements of a single phase motor are
so important is that a single-phase motor with an armature and field coil
will not start by itself. Once it is started, a rotating magnetic field
is produced and the motor keeps rotating. Most of the differences between
the various types of motors involve the arrangement that is used to get
the motor started in the desired direction.
Table 5-1. Types of Small Electric Motors.
1. Split-Phase (SP)
2. Capacitor
a. Capacitor Start (CS-1A) (Capacitor Start-Induction Run)
b. Two-Value Capacitor (CS-CR) (Capacitor Start-Capacitor Run)
c. Permanent-Split Capacitor (PSC) Wound Rotor
3. a. Repulsion-Start (RS)
b. Repulsion-Induction (RI)
c. Repulsion (A)
4. Shaded-Pole
5. Universal or Series (UNIV)
6. Synchronous.
Table 5-2. Characteristics of ac Motors.
Type |
Horsepower ranges |
Load-starting ability |
Starting current |
Characteristics |
Electrically reversible |
Split-phase |
|
Easy starting loads. Develops 150 percent
of full-load torque. |
High; five to seven times full-load current. |
Inexpensive, simple construction. Small
for a given motor power. Nearly constant speed with a varying load. |
|
Capacitor- start |
|
Hard starting loads. Develops 350 to
400 percent of full-load torque. |
Medium, three to six times full-load current. |
Simple construction, long service. Good
general-purpose motor suitable for most jobs. Nearly constant speed
with a varying load. |
|
Two-value capacitor |
|
Hard starting loads. Develops 350 to
450 percent of full-load torque. |
Medium, three to five times full-load
current. |
Simple construction, long service, with
minimum maintenance. Requires more space to accommodate larger capacitor.
Low line current. Nearly constant speed with a varying load. |
|
Permanent- split capacitor |
|
Easy starting loads. Develops 150 percent
of full-load torque. |
Low, two to four times full-load current. |
Inexpensive, simple construction. Has
no start winding switch. Speed can be reduced by lowering the voltage
for fans and similar units. |
|
Shaded pole |
|
Easy starting loads. |
Medium. |
Inexpensive, moderate efficiency, for
light duty. |
|
Wound-rotor (Repulsion) |
|
Very hard starting loads. Develops 350
to 400 percent of full-load torque. |
Low, two to four times full-load current. |
Larger than equivalent size split-phase
or capacitor motor. Running current varies only slightly with load. |
|
Universal or series |
|
Hard starting loads. Develops 350 to
450 percent of full-load torque. |
High |
High speed, small size for a given horsepower.
Usually directly connected to load. Speed changes with load variations. |
|
Synchronous |
|
|
|
Constant speed. |
|
|
|
|
|
|
|
|
|
|
|
|
|
Figure 5-19 shows a diagram of a split-phase ac motor. It has two field
windings. Once it has started to rotate, the main winding will generate
a rotating field and will keep the motor turning. The auxiliary winding
is used to generate the starting torque. When the motor is at rest, the
centrifugal switch is closed switching the auxiliary winding into the circuit.
Once the motor develops sufficient speed, centrifugal force causes the
switch to open and the motor rims on the current flowing in the main winding.
The direction of rotation can be changed by reversing the connections to
the auxiliary winding.
The split-phase motor has a low starting torque as compared to other types.
It is only suitable for driving loads that have a low starting torque such
as fans. Because of the low starting torque and high starting current motors
of this type are usually used where low cost is important.
There are several types of motors that use a capacitor in connection with
a winding to obtain starting torque. Figure 5-20 shows a capacitor-start,
induction-run motor. This motor is quite similar to the split-phase motor
with one very important difference. A capacitor is used in series with
the auxiliary winding. The presence of this capacitor in the starting circuit
will give the motor about twice as much starting torque as the split-phase
type with only two thirds of the starting current. The direction of rotation
in this motor can also be reversed by reversing the connections to the
auxiliary winding. The principal limitation of the capacitor-start motor
is that the capacitance of the electrolytic starting capacitor may be reduced
at low temperatures. This, in turn, will reduce the starting torque.

Fig. 5-19. Split phase ac motor.

Fig. 5-20. Capacitor start ac motor.
Figure 5-21 shows another capacitor type of motor where one capacitor
is used for starting and another smaller capacitor is left in the circuit
all the time. The running capacitor provides power factor correction and
reduces the required operating current. It has a little more starting torque
than the other types and can handle loads that are harder to start. The
current requirement is about the same as for the motor of Fig. 5-20. As
with the other types, the direction of rotation can be changed by reversing
the connections to the auxiliary winding.

Fig. 5-21. Two capacitor motor.
Figure 5-22 shows a different type of capacitor motor that doesn’t require
a centrifugal switch. It is a permanent-split capacitor motor. The capacitor
is left in the circuit at all times. Thus it is like the motor shown in
Fig. 5-21 except that the same value of capacitance is used for both starting
and running. The price that we pay for this simplification is that the
starting torque is much lower—about the same as that of the split-phase
motor.
Because no starting mechanism is used in the motor of Fig. 5-22, it can
be run at variable speeds by reducing the supply voltage. The speed cannot
be reduced below about 75 percent of the synchronous speed because the
torque will drop rapidly and the motor may stall.
All of the motors we have discussed so far have no electric connections
from the outside to the rotor. The rotor winding is usually a few turns
of heavy wire, often in what is called a squirrel cage configuration.
There are several types of motors that use wound rotors. These motors
are more expensive than the split-phase or capacitor types of motors and
require more maintenance because the brushes and commutator will wear.
Wound rotor motors can provide a very high starting torque at a comparatively
low starting current.

Fig. 5-22. Permanent split capacitor motor.

Fig. 5-23. Repulsion-Induction motor.
The brushes in the repulsion motor are arranged in such a way that the
magnetic field of the rotor is inclined with respect to the field from
the stator. The result is that there is a strong torque even before the
motor starts to rotate. Figure 5-23 shows a repulsion- induction motor.
Here the wound rotor is connected in such a way that the wound rotor is
connected into the circuit for starting, and then shorted after the motor
comes up to speed. Thus the motor starts as a repulsion motor and runs
as an induction motor.
In a straight repulsion motor, the wound rotor is left in the circuit
at all times. Sometimes the brush assembly can be rotated with respect
to the stator so that the speed of the motor can be varied.
Figure 5-24 shows the diagram of a shaded pole motor. In this motor, the
starting torque is provided by two small short-circuited windings on the
poles of the motor. Thus the motor will start with no other starting arrangement
and will always run in the same direction. These motors have very little
starting torque and are only used where a very low torque is required as
in a phonograph or an electric clock. The motor runs in synchronism with
the frequency of the power line so it can be used to drive timing mechanisms
accurately.
MOTOR RATINGS
One of the problems in using a second hand motor is the question of whether
or not it will do the job. To some extent, particularly with a small motor,
the best way to be sure of this is to try it in the application while carefully
watching for signs of over loading or overheating.

Fig. 5-24. Shaded pole motor.
The nameplate of the motor, which usually looks something like that shown
in Fig. 5-25, gives a great deal of information about the motor. The top
line on this nameplate gives the specifications of the motor that have
been standardized by the National Electrical Manufacturer’s Association
(NEMA), as well as the manufacturer’s identification data. Most of the
information on the top line has to do with the shaft size, amount of insulation,
and similar factors. Probably the only item of interest is the insulation
rating which has to do with the maximum temperature at which the motor
can be operated. There are four classes applicable to fractional horsepower
motors.
Naturally a motor can be operated at below its rated temperature, but
it shouldn’t be allowed to operate where temperature will exceed the rated
value.
Most of the entries on the second line of the nameplate are self-explanatory
except the Service Factor (S.F.). This is the amount of overload that the
motor can tolerate on a continuous basis. The Design entry of the third
line applies only to larger motors. The code letter specifies the ratio
of the locked rotor to the horsepower rating. In small motors, the code
is usually K, or L. K means that the locked rotor kva will be between 8
and 9 times the horsepower rating of the motor; L means that it will be
between 9 and 10 times.
MOTOR SERVICING AND REPAIR
A new electric motor is a very reliable device and will normally require
very little servicing, except for occasional lubrication. A second-hand
motor, which is what will probably be used in the majority of control systems,
may require servicing to bring it back to good operating condition.
The first thing to do with a salvaged motor is to clean it thoroughly.
Dirt and dust should be removed from all of the air passages. Otherwise,
the motor can overheat under normal operating conditions.

Fig. 5-25. Typical motor nameplate.
The bearings must be checked for wear. This is done by moving the rotor
shaft sideways and back and forth. If the motor is used in intermittent
service, a small amount of side play and end play can be tolerated, but
if the movement is excessive, the motor will probably cause trouble—usually
low torque, and excessive starting and running current. The motor should
be lubricated, preferably in accordance with the manufacturer’s instructions
if they can be obtained. If not, a small amount of machine oil in the bearings
will be better than nothing. Be careful not to use too much oil. It will
just lead to the accumulation of dust and dirt.
If the motor uses a centrifugal starting switch, the contacts should be
cleaned. This should be done with very fine sandpaper. Do not use emery
cloth because emery powder is an electrical conductor and can cause problems.
Table 5-3 lists some of the common problems encountered in ac motors together
with their solutions.
Table 5-3. Common Motor Troubles and Repairs.
Motor Fails To Start
Cause == Remedy
Fuses blown, switch open, broken or poor connections, or no voltage
on line,
Defective motor windings.
Check for proper voltage at motor terminals. Examine fuses, switches,
and connections between motor terminals and points of service.
Look for broken wires, bad connections, eroded fuse holders, Repair
or replace as necessary.
Locate and repair.’
Motor Hums But Will Not Start
Starting winding switch does not close.
Defective starting capacitor. ..
Open rotor or stator coil
Motor overloaded
Overloaded line or low voltage.
Bearings worn so that rotor rubs on starter.
Bearings too tight or lack of proper lubrication,
Burned or broken connections.
Clean or replace and lubricate if needed.
Replace.’
Locate and repair.’
Lighten load. Check for low voltage. Reduce electrical load. Check
wiring. Increase wire size. Notify power company.
Replace bearings. Center rotor In stator bore.’
Clean and lubricate bearings. Check end bells for alignment.
Locate and repair.
Motor Will Not Start With Rotor In Certain Position
Burned or broken connections; open Inspect, test, and repair.’
rotor or stator coil.
Motor Runs But Then Stops
Motor overloaded.
Defective overload protection
Lighten motor load. Check for low voltage.
Locate and replace.’
Slow Acceleration
Overloaded motor
Poor connections.
Low voltage or overloaded line.
Defective capacitor
Tighten motor load.
Test and repair.
Lighten line load. Increase else of line wire.’
Replace.’
See footnote at end of table.
Excessive Heating
Cause == Remedy
Overloaded motor Poor or damaged insulation; broken connections;
or grounds or short circuits. Wrong connections.
Reduce motor load.
Locate and repair.’
Causes == Remedy
Worn bearings or rotor rube on stator. Renew or repair bearings.
Check end bell alignment.
Bearings too tight or lack of proper Clean and lubricate bearings.
Check lubrication, end bell alignment.
Belt too tight, Slacken belt.
Motor dirty or improperly ventilated. .. Clean motor air passages.
Detective capacitor. .. Replace.
Excessive
Vibration
Unbalanced rotor or load.
Worn bearings.
Motor misaligned with load
Loose mounting bolts.
Unbalanced pulley
Uneven weight of belt.
Rebalance rotor or load.
Replace.’
Align motor shaft with load shaft.
Tighten.
Have pulley balanced or replaced.
Get new belt.
Low Speed
Overloaded
Wrong or bad connections.
Low voltage, overloaded line, or wiring too small.
Reduce load.
Check for proper voltage connections and repair.
Reduce load. Increase size of wire.’
‘ These repairs should be made by an experienced electrician. '
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SOLENOIDS
A solenoid is simply an electromagnet that is arranged to pull or push
something when power is applied to it. Figure 5-26 shows a simple solenoid.
It consists of a winding of many turns on a hollow form. In the center
of the form is an armature made of soft iron or of permanent magnet material.
When the coil is energized its magnetic field will pull the armature into
the coil. Often a spring is used to push the armature back out of the coil
when power is removed.
Solenoids can be used in applications where only a small amount of motion
is required. The solenoid valve described in the preceding section is a
good example. The plunger of the valve doesn’t have to be moved very far
to open or close the valve. Another very common application of the solenoid
is in an electric door lock. Here the coil is used to move the tongue of
the lock so that it will lock or unlock a door or window.
In an application where a mechanism is used to open and close outside
doors, the solenoid electric lock is very useful. A conventional lock isn’t
as useful because someone has to go to the door and unlock it before the
control system can open it. With an electric lock, the door can be unlocked
electrically whenever the control system tries to open it.
Construction of a solenoid device is usually quite a chore. It isn’t easy
to tell in advance just how much current should be used, nor how many turns
of wire should make up the coil. It is usually much better to take a solenoid
that was designed for the purpose, or to convert an existing solenoid for
use in a particular application.

Fig. 5-26. Simple solenoid.

Fig. 5-27. Polarized solenoid.
If a permanent magnet is used for the armature, the direction of travel
will depend on the polarity of the current applied to the coil. Figure
5-27 shows a polarized solenoid that will provide a force in either direction.
A short section of the armature is made of magnetic material such as soft
iron. The rest of the armature is made of nonmagnetic material such as
brass. The direction of travel of the armature depends on which coil is
energized. When coil A is energized, the armature will move to the left
in the figure; when coil B is energized, it will move to the right. If
a solenoid of this type is used, the control system must be designed so
that both coils will not be energized at the same time.
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