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reluctance motor
D.A. Staton
T.J.E. Miller
S.E.Wood
0IEE, 1993
Paper 9344B (Pl), received 1st September 1992 This work was supported by the UK Science and
D.A. Staton and T.J.E. Miller are with the Department of Electronics Engineering Research Council, the SPEED Con-
and Electrical Engineering, University of Glasgow, Glasgow G12 SLT, sortium, Brook Crompton Parkinson (Small
United Kingdom Industrial Motors Division), and Lucas Advanced
S.E. Wood is at 3 Bowling Green Court, Stainland, Halifax, West York- Engineering Research Centre.
shire HX4 9QQ, United Kingdom
mental rotor design [lo] is of the multiple barrier type, four segments the saliency ratio is several times as great
but with a small number of barriers (typically 2-3). as with the salient pole design.
The rotor in Fig. l a is obtained by removal of material Subsequent workers, generally aware of Kostkos
from a conventional induction motor rotor, either by a work, developed the geometry along two main lines: the
milling operation after casting the cage, or by punching segmental geometry [103 and the axially laminated
before casting the cage. Rotors of this type (synchronous geometry. In line start motors, the segmental rotor
induction motors) have simple construction, but the reached a high state of development in the work of Law-
saliency ratio is too small to give competitive per- renson [lo]. (See also Honsinger [13, 141.) The highest
formance. value quoted for 5 is that of Fong [7], who reported a
Fig. l b shows the salient pole construction, like a con- value of 10.7 at no load and 5.3 under load. Lawrenson
ventional salient pole synchronous motor with the wind- [lo] and Honsinger [13, 141 reported saturated values
ings removed. This geometry was used by Lee [3] in a only slightly lower than Fongs, all of the reported
low-speed sealed rotor motor, but he used a hermetic can motors being in the range 1-10 hp. The power factors of
around the rotor, increasing the airgap and decreasing these motors were generally in the range 0.55-0.7, but it
the d-axis inductance. More recently, Chiba and Fukao is difficult to make a meaningful summary of the effi-
[4] described a two-pole rotor, of similar type, using ciencies because of the variety of sizes and designs. All
amorphous iron laminations in a high speed application. these workers recognised the improvements in per-
They reported an unsaturated inductance ratio of about formance with increasing size, but very little has been
3, decreasing to about 2.5 under load. Hassan and published on larger motors.
Osheiba [5] considered several variants of this geometry, The literature consistently shows that, in its line start
but reported no value of saliency ratio higher than 3.8. form, the axially laminated rotor produces a saliency
The development of more specialised rotors seems to ratio no higher than that of the segmental type. For
have followed two distinct routes. As early as 1923, example, Cruickshank er al. reported a value of 5.2 for a
Kostko [6] analysed a rotor of the form of Fig. le 2.25 hp four pole motor. Rao [16] reported a full load
embodying several features of both the main schools of value of 6.8, but his motor was larger than the others
later development, including the use of multiple flux bar- discussed here. His 15 hp, four-pole line start motor
riers, segmental geometry, and a q-axis channel. Kostko achieved a power factor of 0.8 and an efficiency of 86% at
points out the essential limitation of the salient pole full load.
design, namely, that if the interpolar cutout is widened to When the starting cage is removed, higher values of 5
decrease the q-axis inductance, the pole arc is thereby are encountered. For example, Fratta er al. [17] report a
narrowed, producing an unwanted reduction in L d . He saturated value of 9.2 in a 20 kW motor. Lip0 [18]
concludes, in effect, that the multiple barrier or seg- quotes performance figures for a six-pole motor which
mented arrangement is the natural way to make a imply a saliency ratio of about 7.
synchronous reluctance motor because it involves no sac- The cageless rotor in Fig. Id is distantly related to the
rifice of pole arc in the d-axis. He calculates the unsatu- segmental rotor. It is derived from the so-called interior
rated saliency ratio for a rotor with four segments, and magnet PM synchronous motor [lZ, 151 by removing the
250 I E E P R O C E E D I N G S - B , Vol. 140, N O . 4, JULY 1993
magnets. The highest value o f t reported for this design is general, the performance is improved as t is increased. In
4.7 in a 6 kW motor [ l ] . A figure of 4 was also achieved this paper, attention is focused on power factor: the effect
in a very small (50 W) motor [12]. of 5 on the other parameters is discussed in References 19
What is surprising about all the reported saliency and 20.
ratios is how far they fall short of Kostko's prediction of
25, even for cageless designs. In the following Sections, 2.2 Power factor
this theoretical figure is redeveloped from a slightly dif- The synchronous reluctance motor is intended to operate
ferent (but equally simple) basis, and it will be shown by with sinewave currents, and therefore the fundamental (or
finite element analysis why it cannot be achieved in prac- 'displacement') power factor cos 4 is used. It is related to
tice with a fully loaded motor. the saliency ratio 5 by the equation
2 Basictheory
d-axis
Fig. 2 Synchronous reluctance motor phasor diagram
T
rn
= rnplJI,(LJ- L,) = - p l g H sin 2y(Ld - L,) (1) L
B t
t; L.5
,
i3011
2
Here, rn is the number of phases, p is the number of pole
pairs, and Ld and L, are the direct and quadrature axis
synchronous inductances, respectively. Note that X d =
h f L d and X , = 2nfL,, where f is the frequency. The 1.5 t
convention adopted here, in which the d-axis is the high
inductance axis, is the same as that used in the literature 01 1
t I I I I I
on the line start reluctance motor'. For maximum torque 0 1 2
L d / L q x 1.0el
per ampere, the inductance difference (Ld - L,) should be
maximised within constraints set by manufacturability, Fig. 3 Variation in powerfactor with saliency ratio
and the current angle y made equal to 45". Saturation in
the d-axis causes the maximum torque per ampere to
occur at a value of y greater than 45", and this value 3 Theoretical limits t o t h e saliency ratio 5
increases with increasing phase current (Section 6). 3.1 Physical factors
The inductance difference (Ld - L,) takes no account For a four-pole motor with sinusoidally distributed wind-
of the voltage requirements of the motor. The saliency ings, if the rotor is removed, the rotating magnetic field
ratio ( 5 = L,,/L,) provides a more general guide to the has the form of Fig. 4a. By suitable choice of time origin,
overall performance, because the power factor, the speed the d-axis can be aligned with the reference axis of the
range at constant power, and several aspects of the flux, so that all the flux is d-axis flux, and the q-axis flux
dynamic response, are all directly related to 5 [19, 203. In is zero. The saliency implied by this flux pattern is infin-
ite. The ideal rotor is one which is infinitely permeable
In References 1 and 12, the opposite convention was used, with the
q-axis the high inductance axis, because the particular motors in those along the flux lines in Fig. 4a, and completely imperme-
papers were related to the interior magnet hybrid motor in which the able across them. This would require an hypothetical
magnet axis is the low inductance direct axis. anisotropic material whose permeability was not only
IEE PROCEEDINGS-E, Vol. 140, NO. 4, J U L Y 1993 251
directional, but which also followed a pattern corres- Two methods have been used to estimate the theoretical
ponding to the natural shape of the flux lines. The axially limits to saliency: a simple calculation based on the ideal
laminated rotor approximates this arrangement. It has flux paths, and a wide ranging study using finite element
analysis.
q-axis / d-axis / 3.2 Simple estimate of maximum saliency ratio
/ ,
/ \\
Assume that the laminations and flux barriers are every-
where very thin, and let t be the average ratio of flux
barrier thickness to the combined thickness of lamination
and flux barrier. Then 1/(1 - t ) is a measure of the flux
concentration that occurs in the laminations owing to the
loss of effective d-axis pole arc to the flux barriers. For a
peak airgap flux density of 0.8 T and a saturation density
of around 1.7 T, t must be limited to the order of 0.5.
Now the synchronous reactance xd is inversely pro-
portional to the airgap length g, and, by the methods of
Reference 2, it can be shown that X , is inversely pro-
portional to the sum of g and the combined thickness of
the flux barriers, which is of the order of t R , where R is
the rotor radius. Therefore the saliency ratio is given
approximately by
x (tR + 9) - t R
(=A=---
x, 9 9
+ , (4)
Fig. 4b shows q- and d-axis flux plots for the D132 of barriers and the presence of thin bridges which bypass
stator with the ideal rotor, but with the slotting reinstat- the flux barriers, effectively increasing L,. For the same
ed. As summarised in the second row of Table 1, slotting total losses, the motor achieved a slightly higher torque
reduces the unsaturated saliency ratio by a factor of 2 than the induction motor in the same stator (with the
(with 1 A of phase current). It also causes the teeth and same airgap length). The torque capability was 28% less
the stator yoke to saturate at the maximum current than that of a switched reluctance motor having a similar
(15 A), and, for this current, the saliency ratio is only 20, frame size and airgap length. (However, the switched
that is, only one-third of the ideal value with the reluctance motor used in that test was considerably
unslotted stator. It is evident that saturation in the stator noisier than the synchronous reluctance motor.)
teeth and yoke have a significant effect.
In the next three Sections, the saliency ratio is investi- 4.2 0132 motor
gated for three types of rotor: the single barrier, Fig. Id, The overall performance of the D132 single barrier motor
the multiple barrier, Fig. le, and the axially laminated is compared with that of an induction motor having an
rotor, Fig. lf identical stator in Tables 2 and 3. The tables are for
6 kW and 11 kW ratings respectively. The induction
4 Single barrier r o t o r motor has an 11 kW rating when operated from a sinus-
oidal supply, but must be derated to 6 kW when supplied
The single barrier rotor is designed so that magnets can from an inverter to provide variable speed (10: 1 speed
be inserted in the barriers as a performance enhancing ratio) with constant torque. The single barrier prototype
option. This makes the topology identical to that of the motor has modest saliency ratio of only 4.7, so that, even
interior permanent magnet motor described by Jahns, when y is chosen to minimise the kVA requirement, the
Kliman and Neumann [l5]. Several 50 W motors and power factor is limited to approximately 0.65. This is far
one D132 (nominally 7.5 kW) motor have been built and less than that of the induction motor and results in an
tested. The 50 W motors used a 41 mm rotor diameter, unfavourably high kVA rating. Values of torque ripple
50 mm stack length, 0.15 mm airgap, and 16-slot stator. are not included in the table, although the measured
The D132 motor used a 126 mm rotor diameter, 203 mm torque ripple of the single barrier motor is relatively large
stack length, 0.5 mm airgap, and 36-slot stator. (approximately 40%). This is due to the nonsinusoidal
variation in airgap permeance with rotor angle.
4.1 50 Wmoror Fig. 4c shows d- and q-axis flux plots for the D132
Only a brief summary is presented here, since a more single barrier motor. Finite element analysis was used to
complete account has been published in Reference 12. At maximise the saliency ratio of this design. To minimise
full load, the highest saliency ratio that could be achieved L,, the ribs are made radially thin such that they saturate
was only 4.0. This low value is due to the small number at low levels of current. To maximise L,, the radial depth
a
N
- 1.2-
0 l',r n
X
I
E. 0 . 8 -
U
J
20.4-
-
i;-
6 0.4
2
*
0.4 0.8
I
1.2
I,, I q , amp x 1 Oel
16
" "
a
20
t
a 3.00
0 0.75 number of 2.2 5
0 layers x 1.0el
1.50 0
a
I
0.4
I
0.8
Id=Iq,
I
1.2
a m p x 1.0el
I
1.6
I
2.0
0 t
0
0.7 5 1.50 2.2 5
number of layers x 1.0el
3.00
b
b
Fig. 5 Variation in L , , L,, and LJL, with I , and I , ( D l 3 2frame)
Fig. 6 Variation in L, and L, with number of rotor layers ( D l 3 2
a L, and L,
b LdL, frame)
+ : ideal rotor a L, against N,
#: single barrier rotor 6 L, against N ,
x : 24-layer rotor x : airgap current sheet
0:axially laminated rotor 0:36-slot stator
- -
3
0,
5.3 Effect of varying the slot number and slot design 6.2 063-120 W design
The effects of replacing the 36-slot stator with a 24-slot An existing D63 (120 W) induction motor stator, and its
stator in the D132 design have been analysed using finite associated winding, were used in the design (56.4 mm
element analysis. Table 1 lists achievable saliency ratios rotor diameter, 32 mm axial length, 0.3 mm airgap, and
for the two stator designs. There is a sizeable reduction in 24 slots), The rotor was constructed from 25 x 0.3 mm
full load saliency ratio from 8.73 to 6.89 (- 21.1%) when thick layers of slot insulation material (flux barriers)
the 24-slot stator is used. The reduction in saliency ratio sandwiched between 26 x 0.3 mm thick grain oriented
is partly due to a small decrease in L,, but is mainly due laminations (flux guides). It was discovered that there is
to a sizeable increase in L , . The increase in L, is mainly little difference in designs based on oriented and non-
due to the increased slot bridging effect as a result of the oriented materials, because stator saturation is predomi-
reduced slot number. The choice of N , is closely related nant. It was not possible to construct a rotor having a
to the size of the slot opening and the number of slots. full 90" pole arc, owing to the requirement for clamping
IEE PROCEEDINGS-B, Vol. 140, N O . 4 , J U L Y 1993 255
the pole sections to the shaft. The prototype rotor has a taken into account, the maximum torque per ampere
66" pole arc. occurs at values of y greater than 45". Fig. 10 plots the
The theoretical limits on L, and L, have been calcu- variation in torque per ampere with y for I , , between 0.1
lated using the ideal motor model described in Section 3. and 1.0 A (0.1 A increments). The value of y, at which the
The variation in L,, L d , and 5 with I , and I , is shown in peak torque per ampere occurs, is progressively displaced
Limiting Galues together with calculated and
r Y = 900
3.2 -
0
a 2.4 -
-
9
x
-
u1.6 -
A
D
0.8-
a-axis
~,~
X ~
U v
ob + 2'
1
4
Id. I,,
7
6
8
amp x 1.0e-1
8
f
10 i 1 I 1 1 1
a 2 4 6 8 10
I p h , arm x 1.0e-1
I Fig. 9 Variation in L J L , with I,, and y
-a -
9
1.6-
U
A -
20.8-
X X X X
I I I 1
1
2 4 6 8 10
I,. I,, a m p x 1 Oe-1
b
Fig. 8 Variation in L , , L , , and L$Lq with 1, and I , (D63frame)
a L,and L,
b LdlL,
+ : ideal rotor
0: axially laminated rotor (calculation) c u r r e n t angle, deq. x 1.0el
x : axially laminated rotor (measurement)
Fig. 10 Variation in torquelampere with I,, and y (D63frame)
measured prototype characterics are shown. The varia-
tion in L, with I , is accurately calculated. Over most of towards the q-axis as I , , is increased. This is because the
the range of currents, the calculated value is only a few increase in (L, - L,) resulting from reduced saturation
percent less than that obtained for the ideal rotor, more than offsets the reduction in the sin (2y) term in
showing that L, is ultimately limited by stator saturation. eqn. 1 as y is increased above 45". The maximum torque
The rotor fux density levels are small compared to those per ampere occurs at y = 45" on no load, at 50" on full
in the stator. L,, however, is underestimated by approx- load ( I , , z 0.4 A), and up to 67" when I, approaches
imately 30%, probably owing to the neglect of end 1.O A, The characteristics become progressively closer as
winding inductance in the finite element calculation. End I,, increases. This is due to increased d-axis saturation at
effects are expected to be significant as the axial length is the higher currents, causing a reduction in (Ld - L,).
only 32 mm compared to a 56.4 mm rotor diameter. The The calculated performance characteristics are com-
calculated saliency ratio is less than 50% of that of the pared in Table 4 with those of an induction motor having
ideal rotor because of the high value of L, . an identical stator. Characteristics are presented for
The variation in 5 with I , , is shown in Fig. 86. This is y = 45" and y = 62" (which gives minimum kVA
for the special case where I , = I , , which would give requirement), and separate columns show the calcu-
maximum torque per ampere for a linear machine lations based on finite element and measured values of
(y = 45"). The saliency ratio is also a function of y. For a the saliency ratio. The fixed loss of the motor was
fixed magnitude of I , , , as I , , is rotated towards the assumed to be equal to that of the induction motor. This
q-axis (increasing y), there will be an associated reduction simplification, while not being fully justifiable, has been
in I d ( l d = I , , cos y) and reduced saturation. Fig. 9 plots used as inadequate data and techniques are available for
the variation in saliency ratio with both I,, and y (loo calculating iron loss within the motor at present. Fig. 8
increments of y), and it is clearly variable over a signifi- shows that the motor is not driven deeply into saturation
cant range. The full load current is approximately 0.4 A. at full load, and this explains the relatively high saliency
For values of y between 50" and 80, the reduction in ratio. The two-dimensional finite-element calculation is
saliency ratio is relatively little, and 5 is virtually constant 9.09, and the measured value is 6.62; the difference is
for y between 80" and 90". largely due to end winding inductance. The effect of this
From linear magnetic theory, the maximum torque per difference on the power factor is masked by the relatively
ampere occurs at y = 45". However, when saturation is high resistance of the stator winding, but even so, both
256 IEE PROCEEDINGS-B, Vol. 140, No. 4, J U L Y 1993
Table 4 : D63 motor performance characteristics
~
SY(C1) motor design using finite element predictions of L, and L, (maximum torque per
ampere)
SY(T1) motor design using measured values of L, and L, (Maximum torque per ampere)
SY(C2) motor design using finite-element predictions of L, and L, (minimum kVA
requirement)
SY(T2) motor design using measured values of L, and L, (minimum kVA requirement)
I M Induction motor calculated data
the efficiency and the power factor appear higher than development. The ripple pattern repeats itself after 30,
those of the induction motor. giving 12 peaks per revolution.
Fig. 1l a shows static torque characteristics measured Fig. 12a compares the torque current characteristic as
over 30, and at six levels of I , , ranging from 0.2 to 0.45 calculated using finite element predictions of L, and L,
amp (0.5 A increments), with y set at 45". Fig. I l b plots with the average of the static torque tests. Characteristics
the equivalent characteristic for y equal to 60". In both for = 45" and y = 60" are shown. Fig. 12b shows the
cases, the torque characteristic is reasonably smooth equivalent characteristic in which measured values of L,
(peak-peak torque ripple less than 20%). At present, only
static measurements have been performed, due to the
lack of a suitable vector controller, this being under
1.2r I,h=O L5A
0.4
c I I I f I
1 2 3 4 5
I,,, amp x 1.0e-1
0
I 1 I I
0.75 1.50 2.25 3 oc 1.2,
rotor angle, mech deg x 1.Cel
a
c
1.2
e 0.8
X I
0
al
-
0
x
E 0.8
I I I I 1
0 1 2 3 4 5
I p h , amp x 1.0e-1
b
Fig. 12 063 axially laminated torque current characteristics
r o t o r angle, mech. deg. x l . @ e t a finite element magnetisation curves used in calculation
b h measured magnetisation curves used in calculation
x : calculation (y = 45')
Fig. 11 0 6 3 axially laminated static torque characteristics 0: static test average (7 = 45")
a y = 45' + . calculation ( y = 60")
b y=W # . static test average (y = 6 0 )
-T
14 HONSINGER, V.B.: Steady-state performance of reluctance
machines, IEEE Trans., 1971, PAS-90,(l), pp. 305-317
15 JAHNS, T.M., KLIMAN, G.B., and NEUMANN, T.W.: Interior
magnet synchronous motors for adjustable-speed drives, IEEE
i
Trans., 1986, IA-22, pp. 738-747
16 RAO, S.C.: Dynamic performance of reluctance motors with mag-
netically anisotropic rotors, IEEE Trans., 1976, PAS%, (4), pp.
1369-1376
17 FRATTA, A., VAGATI, A., and VILLATA, F.: Control of a reluc-
tance synchronous motor for spindle applications. International /
d-axis
Power-Electronics Conference, Tokyo, 1990, pp. 708-71 5
18 XU, L., XU, X., LIPO, T.A., and NOVOTNY, D.W.: Vector barrier lamination
control of a synchronous reluctance motor including saturation and
iron loss. IEEE IAS Annual Meeting, Seattle, USA, 1990 Fig. 13 Optimum ratio of laminationlbarrier thickness
19 BETZ, R.E.: Theoretical aspects of the control of synchronous rel-
uctance machines. IEEE Industry Applications Society Annual
Meeting. Dearborn USA, 1991 the steel laminations is ignored. Similarly, the permeance
20 BETZ,R.E., and MILLER, T.J.E.: Aspects of the control of syn- along the d-axis is
chronous reluctance machines. European Power Electronics Con-
ference, EPE91, Florence Italy, 1991
P , = Pr PO Yl - t) (6)
9 Appendix: optimum thickness ratio of barriers
and flux guides where pr is the relative permeability of the steel, and the
permeance along the barriers is ignored. The maximum
(The following analysis was contributed by Dr. T.R. inductance ratio is achieved by maximising the ratio
Foord.) Consider a cube of laminated material as shown P, R , , which results in t = 0.5 and R,,, = l/t - 1 = 1.