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This article by Stefan Vorkoetter originally appeared in the
December 2002 issue of
QuietFlyer
magazine and is reproduced here with permission.
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How Motors Work
Much
has been written about choosing the right motor, estimating
performance, installing the motor in your plane, and so on. This
month, I've decided to go back to basics and describe how the
motor actually works. Do you need to know this to fly electric
models? Probably not, but a good understanding of the functioning of
a motor can help you diagnose problems. And some people, myself
included, like to know how everything works. So, if you're
interested, read on!
I'm
going to start with the very basics, so if you already know some of
it, feel free to skip ahead. I won't be offended.
Magnets
The
fundamental driving force behind all electric motors, whether brushed
or brushless, AC or DC, is magnetism. We've probably all played
with magnets at some time or other, and have learned about them in
science class in elementary school.
Recall
that any magnet has a north pole and a south pole (it just so happens
that the earth is a magnet whose poles happen to correspond very
roughly to the geographical poles, hence the names for the magnet's
poles). If you take two bar shaped magnets and line them up, they
will be attracted to one another if one's north pole is next to
the other's south pole. If you line them up north to north or
south to south, they will repel each other. Opposites attract.
Consider
an assembly of three magnets, as shown in Figure 1. The left and
right hand magnets are fixed to some surface, and the center magnet
is free to rotate about its center.
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Figure 1. The central rotating magnet will turn until it is aligned with the two fixed magnets, north pole to south pole.
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Because of the attraction of
opposite poles, the center magnet will rotate until it is aligned as
in Figure 2.
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Figure 2. Once aligned, it will resist being turned further.
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Because the magnet has weight, and thus momentum, it
would actually overshoot slightly, and then come back, overshoot
again, and so on a few times before settling down.
Now,
imagine we could work some magnetic magic and swap the center
magnet's north and south poles just as it overshoots the first
time, as shown in Figure 3.
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Figure 3. If we magically reverse the poles of the central magnet just before it comes to rest, it will keep turning.
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Instead of coming back, it would now be
repelled by the fixed magnets, and keep turning so it can align
itself in the other direction. Eventually, it would reach the state
in Figure 4, which looks suspiciously like Figure 1.
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Figure 4. Eventually, it will get back into the position it started from in Figure 1.
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If we perform
this pole-swapping every time the center magnet just finishes
overshooting the aligned position, it would keep turning forever.
The
problem is how to perform this feat of magnetic motion.
Electromagnets
The
magnets we play with are called permanent magnets. These objects have
a fixed magnetic field that's always there. The poles are fixed
relative to one another and relative to the physical magnet.
Another
kind of magnet is the electromagnet. In its simplest form, this
consists of an iron bar, wrapped in a coil of wire, as in Figure 5.
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Figure 5. An electromagnet is just a piece of iron or other magnetic metal with a wire coil wrapped around it.
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By itself it does nothing. However, if you pass an electric current
through the wire, a magnetic field is formed in the iron bar, and it
becomes a magnet, as in Figure 6.
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Figure 6. Applying current in one direction will produce a magnet.
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If you turn off the current, it
stops being a magnet (that's a bit of a simplification, since
in reality, it ends up remaining a weak magnet, but we needn't
concern ourselves with that for the moment).
So
far, the electromagnet already seems quite useful, since we can use
it to pick up iron, steel, or nickel objects, carry them somewhere,
and then drop them by just turning off the power (wrecking yard
cranes do this with entire automobiles).
The
really interesting thing about an electromagnet is that its polarity
(the location of the north and south poles) depends on the direction
of current flow. If we pass the current through in the opposite
direction, the electromagnet's poles will be reversed, as shown
in Figure 7.
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Figure 7. Applying current in the opposite direction will produce a magnet with opposite polarity.
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Eureka!
If
we replace the central magnet in our set of three magnets with an
electromagnet, as in Figure 8, we have the beginnings of an electric
motor.
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Figure 8. Replacing the central magnet in Figure 1 with an electromagnet gives us the beginnings of a motor.
Click to enlarge.
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Now we have two problems to solve: feeding the current to the
rotating electromagnet without the wires getting twisted, and
changing the direction of the current at the appropriate time.
Both
of these problems are solved using two devices: a split-ring
commutator, and a pair of brushes. Figure 9 illustrates these.
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Figure 9. By adding a commutator (the semi-circular arcs) and brushes (the wide arrows), we can change the polarity of the electromagnet as it turns.
Click to enlarge.
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The two semicircles are the commutator, and the two arrows are the brushes. The
current is applied to the brushes, indicated by the "+"
and "-" signs.
With
the current as shown, the electromagnet will be repelled by the two
permanent magnets, and it will turn clockwise. After it has turned
almost half way around, it will be in the state shown in Figure 10.
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Figure 10. The magnets are almost aligned, but soon, the polarity will reverse, sending the rotating electromagnet on its way around once again.
Click to enlarge.
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Then, just as the magnet reaches the aligned state, the split in the
commutator passes under the brushes, and then the current through the
electromagnet reverses, which takes us back to the condition in
Figure 9. As a result, the magnet keeps turning. We have a motor!
Some Terminology
The
discussion above has culminated in the design of a simple two-pole,
two-slot, permanent magnet, brushed, direct-current (DC) motor.
The
term two-pole refers to the fact that there are two permanent magnet
poles involved in the operation of the motor, the south pole of the
left hand magnet and the north pole of the right hand magnet. The
motor would actually work with only one fixed magnet (for example,
only the left hand magnet), but would be less powerful and efficient.
The
rotating electromagnet is known as the armature. Two-slot means that
the armature consists of a single coil of wire around a single bar
with only two ends (the term "slot" refers to the gap
between the armature ends, since the armature is not typically bar
shaped, but has a wider end).
Real Motors
In
a real two-pole motor, the two poles are often the two ends of the
same magnet. Although the motor may appear to contain two separate
magnets, the steel motor case ties them together to act as a single
magnet. It's really as if our motor were built like in Figure
11, with the rotating electromagnet inside a hole in the permanent
magnet.
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Figure 11. In many motors, the two fixed magnets are really one the two poles of what is effectively one magnet (although it may be made up of two separate magnets connected by the motor housing).
Click to enlarge.
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Practical
real motors usually have at least a three-slot armature, and a
commutator with three segments. There are however still only two
brushes. Higher voltage and higher efficiency motors have even more
slots (an odd number) and more segments on the commutator (the same
as the number of slots), and more brushes (always an even number).
Photos 1 and 2 show the armature, commutator, and brushes from a
typical low-cost three-slot motor.
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Photo 1. This is a three-slot armature from an inexpensive 540-sized ferrite "can" motor.
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Photo 2. The brushes in a "can" motor are held in place by alloy leaf springs that also serve to carry current. The commutator has been simulated with a piece of dowel with some markings on it to better show how it mates with the brushes.
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Figure
12 illustrates a three-slot motor in conceptual form. Notice that the
brush is now wider, contacting the commutator segments over a wider
area, and actually spanning two segments sometimes.
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Figure 12. This is a schematic representation of a typical three-slot two-pole brushed motor. The armature has three electromagnets, and three commutator segments. The brushes sometimes contact more than one segment.
Click to enlarge.
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Also notice that
both ends of electromagnet number 2 are contacting the "-"
brush at the particular point in time captured by Figure 12. This
means that no current is flowing through electromagnet 2, and only
number 1 and 3 are on.
Effectively,
the armature is now a pair of electromagnets; number 3 is being
attracted by the north pole of the right hand permanent magnet, and
number 1 is being repelled.
One
twelfth of a turn later, as in Figure 13, all three electromagnets
have current flowing through them.
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Figure 13. The same motor as in Figure 12, one twelfth of a rotation (30 degrees) later.
Click to enlarge.
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Now, electromagnet number 1 is
being both repelled by the right hand permanent magnet, and attracted
by the left hand one. Number 2 is being repelled by the left magnet,
and number 3 is still being attracted by the right magnet.
Another
twelfth of a turn later, in Figure 14, electromagnet 1 is being
attracted to the left hand magnet, and number 2 is still being
repelled.
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Figure 14. The motor from Figure 12, one sixth of a rotation (60 degrees) later.
Click to enlarge.
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Electromagnet 3 is turned off. This progression of
electromagnets switching on and off continues as the motor turns,
eventually returning to the state of Figure 12.
The Brushless Motor
There
are a number of drawbacks to the brush and commutator mechanism used
in a brushed motor: the brushes cause friction, there is some
electrical resistance in the brush-to-commutator interface, and the
mechanical switching of the armature current results in sparking,
which can cause radio interference. Brushless motors do away with the
brushes and commutator to get around these problems. The result is
greater efficiency (more output power for a given amount of input
power), and less electrical interference.
The
basic principles by which a brushless motor operates are exactly the
same as those of a brushed motor. Figures 15 and 16 show two stages
in the operation of a simple brushless motor.
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Figure 15. This is the brushless motor equivalent of Figure 9. The electromagnets are fixed, and the permanent magnet rotates.
Click to enlarge.
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Notice that Figure 15 is almost identical to Figure 9, except that there are
no brushes and no commutator, and the types of the magnets have been
exchanged. The permanent magnets have become electromagnets, and vice
versa. The rotating permanent magnet is being repelled by the two
electromagnets.
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Figure 16. The motor from Figure 15, almost a full turn later. Notice that the electromagnets have changed their polarity.
Click to enlarge.
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In Figure 16, almost a full turn later, the polarity of the left and
right hand magnets has changed. The rotating magnet is now being
pulled into alignment.
The problem to be solved here is how to cause the electromagnets to
reverse their polarity at the right time. One could devise some sort
of mechanical scheme controlled by the rotating permanent magnet, but
this would nullify the main benefits of brushless motors.
Instead,
the electromagnets are controlled by external circuitry. This
circuitry monitors the current position of the rotating magnet, and
energizes the external magnets appropriately to keep the motor
turning. This circuitry is part of the brushless electronic speed
control (ESC).
There
are two ways for a brushless ESC to monitor the position of the
rotating magnet. One is by way of magnetic sensors (based on the
Hall-effect). These sensors report back to the ESC through a separate
set of wires. The other method is known as "sensorless".
Roughly, in this method the ESC monitors the three motor power wires
for fluctuations caused by the spinning magnets.
Brushless Terminology
Since
the electromagnet assembly in a brushless motor remains stationary,
it is called a stator instead of an armature. The rotating magnet
assembly is called the rotor.
Real Brushless Motors
Just
as a real brushed motor rarely has only two poles and a two-slot
armature, a real brushless motor rarely has only a two-pole rotor and
a two-slot stator. Most commercially available brushless motors have
at least four poles, and a nine or more slot stator. However, for
purposes of comparison, Figure 17 illustrates a hypothetical two-pole
three-slot brushless motor, corresponding to our two-pole three-slot
brushed motor.
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Figure 17. This is a schematic representation of a hypothetical three-slot two-pole brushless motor. The rotor has one permanent magnet (two poles), and the stator has three electromagnets (three slots) and three connection points.
Click to enlarge.
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Notice there are three connection points to receive
power from the brushless ESC (a motor with more than three stators
has them wired in three groups, so there are still only three power
leads).
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Photo 3. The components of an Aveox 36/30/1.5 brushless motor.
www.Aveox.com
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In the state represented by Figure 17, power is being applied to the two
leads labeled "+" and "-", which energizes
the electromagnets as shown. The upper left electromagnet is
attracting the rotor's north pole, the lower left one is
repelling it, and the right hand electromagnet is repelling the
rotor's south pole. As the rotor turns, the ESC will change
which leads have power applied to them. Sometimes only two leads
will, as in Figure 17, and at other times all three leads will (just
like in Figure 13 for a brushed motor).
Real World Issues
The
theory of motor operation described here is correct, but somewhat
simplified. If you examine the diagrams closely, you'll notice
situations where the polarity might reverse too soon, apparently
causing the motor to stop. Because of a number of factors, such as
the time it takes for the magnetic field to collapse, and the
momentum of the armature, a real motor won't necessarily stop
in this situation.
The
relationship between the position of the armature (or rotor) and
magnets (or stator), and the time that the electromagnets change
their polarity, is known as "timing". In a brushed motor,
it is adjusted by repositioning the brushes relative to the permanent
magnets. In a Hall-effect sensored brushless motor, it is the sensors
that are repositioned. In a sensorless motor, the ESC adjusts the
timing automatically based on the feedback it is getting from the
motor.
The
optimal timing depends on motor speed and current, and for maximum
efficiency, should be adjusted for the particular operating condition
of the motor.
If
you are familiar with internal combustion engines, this is similar to
setting optimal spark plug timing. Theoretically, the plug should
fire when the piston reaches the top of the cylinder (top dead
center), but due to engine momentum and the time it takes for the
fuel to actually burn, the plug must fire sooner. Modern car engines
adjust this electronically to precisely suit the conditions; older
car engines used a vacuum driven advance mechanism to adjust it
according to engine load.
Other Motors
There
are many other types of electric motors, such as AC induction motors,
AC synchronous motors, stepper motors (really a specialized form of
brushless motor), and so on. All of these motors operate on
variations of the principles we've looked at. They differ only
in how they perform the job of the commutator. Currently, none of
these other types of motors are used in electric flight.
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Last updated Wednesday May 28, 2008.
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E-mail Stefan
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Disclaimer:
Although every effort has been made to ensure accuracy and
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The text and images of this article are Copyright © 2002 by
Kiona Publishing, and are reproduced here with permission. All rights
reserved.
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