Pocket Guide to

SIZING FORMULAE
INTRODUCTION
This articledocuments theequations of Motionused inCT SizingSoftware
(CTSS) version1to performmotor sizingcalculations for various
mechanical drivesystems. Most formulaeareanalytical, havingbeenderived
fromfirst principles, and would benefit fromempirical confirmation.
COUPLING
Input Parameters:
J = inertiaof coupling
= efficiency
Torque
Quadrants1&3: Motoring
Quadrants2&4: Braking
GEARBOX
Input Parameters:
J = inertiaof gearbox
r = reductionratio
= efficiency
Torque
Quadrants1&3: Motoring
Quadrants2&4: Braking
LEADSCREW
Input Parameters:
m = mass of table+load
= inclineangle
m
b
= counter balancemass
= coefficient of frictionbetweentableandbed
J
s
= leadscrew inertia
p = pitch(turns/m)
F
pl
= preloadforce(to beaddedto thrust load)
F
tl
= trust load
= leadscrew efficiency
Inertia:
Equivalent inertiaof tableandloadJ
L
Torque
Quadrant 1: Motionupincline, motoring, +ve, +veT
Quadrant 2: Motionupincline, braking, +ve, -veT
Quadrant 3: Motiondownincline, motoring, -ve, -veT
Quadrant 4: Motiondownincline, braking, -ve, +veT
MISCELLANEOUS INERTIA
Input Parameters:
J = inertiaof coupling
= efficiency
Torque
Quadrants1&3: Motoring
Quadrants2&4: Braking
BELT &PULLEY
Input Parameters
D
1
= diameter of motor pulley
J
1
= inertiaof motor pulley
D
2
= diameter of drivenpulley
J
2
= inertiaof drivenpulley
D
3
= inertiaof idler pulley
J
3
= inertiaof idler pulley
m = inertiaof drivenpulley
L
b
= lengthof belt
= efficiency
Inertia
Equivalent inertiaof belt andpulleysystemJ
bp
(as seenfrommotor)
Mass of belt, M =L
b
m
Torque
Quadrants1&3: Motoring
Quadrants2&4: Braking
CYLINDERDRIVE
Input Parameters
J
1
= inertiaof cylinder 1
J
2
= inertiaof cylinder 2
J
3
= inertiaof cylinder 3
J
4
= inertiaof cylinder 4
F
1
= thrust load
d = diameter at whichthrust loadacts
T
f
= additional frictionloss torque
= efficiency
Inertia
Total inertia, J
T
=J
1
+J
2
+J
3
+J
4
Torque
Quadrant 1: Motoring, +ve, +veT
Quadrant 2: Braking, +ve, -veT
Quadrant 3: Motoring, -ve, -veT
Quadrant 4: Braking, -ve, +veT
RACK AND PINION
Input Parameters
D = pitchcirclediameter of pinion
J = pinioninertia
m
r
= mass of rack
F
1
= thrust load
D
3
= inertiaof idler pulley
m = mass of load
= inclineangleof load
= coefficient of frictionbetweenrack &guide
= efficiency
Inertia
Equivalent inertiaof tableandload, J
rp
Quadrant 1: Motionupincline, motoring, +ve, +veT
Quadrant 2: Motionupincline, braking, +ve, -veT
Quadrant 3: Motiondownincline, motoring, -ve, -veT
Quadrant 4: Motiondownincline, brakin, g-ve, +veT
CONVEYOR
Input Parameters
D
1
= diameter of motor roller
J
1
= inertiaof motor roller
D
2
= diameter of drivenroller
J
2
= inertiaof drivnroller
D
3
= diameter of idler roller
J
3
= inertiaof idler roller
= inclineangleof load
m
b
= mass of belt
F
1
= thrust load(actingagainst belt, e.g. to pushmass off
m = mass of load
= coefficient of frictionbetweenbelt &rollers
= efficiency
Inertia
Equivalent inertiaof conveyor system, J
conv
(as seenfromthemotor)
Torque
Quadrant 1: Motionupincline, motoring, +ve, +veT
Quadrant 2: Motionupincline, braking, +ve, -veT
Quadrant 3: Motiondownincline, motoring, -ve, -veT
Quadrant 4: Motiondownincline, braking, -ve, +veT
FEEDROLL
Input Parameters
N
1
= number of drivefeedrolls
D
1
= drivefeedroll diameter
J
1
= drivefeedinertia(each)
N
2
= number of pinchfeedrolls
D
2
= pinchfeedroll diameter
J
2
= pinchfeedinertia(each)
N
1
= number of drivefeedrolls
D
1
= drivefeedroll diameter
m = mass of load
= coefficient of frictionbetweenrolls andmaterials
= efficiency
Inertia
Equivalent inertiaof conveyor system, J
t
(as seenfromthemotor)
Torque
Quadrant 1: Motoring, +ve, +veT
Quadrant 2: Braking, +ve, -veT
Quadrant 3: Motoring, -ve, -veT
Quadrant 4: Braking,-ve, +veT