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1080 IEEE TRANSACTIONS ON INDUSTRY APPLICATIONS, VOL. 31, NO. 5, SEPTEMBEIUOCTOBER 1995
I1
Fig. 1.
TT Basic three-phase S R M system.
h=
0.421
Rg = 1.625
Numerous papers have been presented describing various Fig. 2. Half cross section of the experimental SRM. The rotor is in the
aspects of SRM design and control. The approaches taken aligned position relative to the horizontal stator poles.
vary from detailed finite element analysis to complex non-
linear magnetic circuit models [3], [7]. The resulting SRM When designing an SRM one of the first questions that
models are numerical in nature and thus it is difficult to must be answered is, what should the rotor-stator air gap
gain insight into the design and sizing of the SRM through be? To answer this question, the aligned and unaligned flux
their use. Empirical piecewise linear models of the nonlinear linkage curves for one SRM phase are shown in Fig. 3
SRM, which require parameters obtained from measurements for two different SRM designs. The aligned rotor position
or calculated from finite element analysis, have also been occurs when some pair of rotor poles aligns with the phase
proposed [8]. Again, such an approach has limited usefulness winding’s stator poles. The air gap is defined as the distance
for design. The work presented here is intended to provide between the rotor and stator poles for the aligned position.
the reader with an analytical SRM model that includes the The unaligned rotor position occurs when the alignment of
effects of iron saturation and requires only geometry and the rotor and stator poles is at a minimum. One of the
material parameters as an input. These analytical equations SRM designs in Fig. 3 experiences high magnetic saturation
are complex, but provide a complete analytic model of the while the other experiences little magnetic saturation. Both
SRM that predicts the machine’s performance curves, such as machines arc designed with the same material, for the same
the flux linked by the windings, the back EMF (BEMF) and rotor speed, the same peak phase current, and the same BEMF
the static torque. In addition, the analytic model is well suited at the design speed and phase current. The two machines are
for simulating the performance of the SRM. Still simpler and assumed to have the same dimensions except for the size
more approximate results are also developed. These results of their air gap. The saturation of the saturating machine is
are useful for designing and sizing the SRM. These simpler due solely to its smaller air gap compared to the air gap
results also allow the designer to see the effect of machine in the machine that does not saturate. Because the potential
geometry, winding current density, and iron properties on energy conversion capacity of an SRM is the area enclosed by
the machines performance. Predictions and conclusions are its operating trajectory in the flux linkage-current plane, the
compared to results obtained from an experimental high-power saturated machine has the potential to convert approximately
density (90 kW) high-speed (25 000 r/min) SRM. twice the energy of the unsaturated machine for the same
dimensions and peak current [9]. This result shows that in
order to maximize the machine’s power density at a fixed
inverter volt.ampere rating, the SRM must be designed with
11. DETAILED
SWITCHED
RELUCTANCE
MOTORANALYSIS a sufficiently narrow air gap that at the aligned position
The basic SRM to be considered is a three-phase machine the machine saturates at a current much less than its peak
with six stator poles and four rotor poles. Such a machine is operating current. Alternatively this result can be interpreted
typically controlled with the circuit shown in Fig. 1. A cross that an SRM with significant magnetic saturation (small air
section of the three-phase SRM is shown in Fig. 2. This figure gap) has an effective power factor equal to about twice that
also defines geometric variables used in the results that follow. of a nonsaturating design. Since heavy saturation of the SRM
The dimensions given in Fig. 2 are for the experimental improves its performance, this saturation cannot be ignored in
machine [9]. It will be assumed that there are N turns wound the design and analysis of the machine.
around each stator pole ( N = 4 for the experimental machine) Because the unaligned and aligned flux linkage curves
and that the windings on opposite stator poles are connected in determine the maximum energy that can be converted by
series to form a phase. Further it will be assumed that there is the SRM they must be determined [IO]. For the unaligned
no interaction between different machine phases [I], [ 2 ] , [lo]. rotor position there is no magnetic saturation for any practical
Thus the operation of the SRM is completely characterized by winding current so that only the unaligned inductance needs
the flux linked by one phase winding which depends only on to be found. A good estimate of this unaligned inductance can
the current in that same phase winding and the rotor position be obtained by modeling the machine geometry as shown in
[IO]. Fig. 4. Here the rotor and stator poles are shown approximated
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RADUN DESIGN CONSIDERATIONS FOR THE SWITCHED RELUCTANCE MOTOR I081
Aligned Saturated
Aligned Unsaturated
h- X
Fig. 3. Aligned flux linkage curves for an SRM that experiences significant Fig. 4. Geometry for calculating the unaligned inductance.
saturation and for one that does not.
0.001
with rectangular geometry. The predominate flux path is from
the stator pole to the rotor so that only the field in the box
I I I I 1
formed by the rotor pole, rotor yoke, and the dotted lines Lu
needs to be calculated. This assumption is supported by the
finite element calculation in Fig. 7. The tangential field along
- a
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1082 IEEE TRANSACTIONS ON INDUSTRY APPLICATIONS, VOL. 31, NO. 5, SEPTEMBERpCTOBER 1995
Y 1
--- ---- --- IS
1
the same current independent of rotor position when there
is pole overlap. Equation (3) says that the saturated part of
the linked flux will vary linearly with rotor position and
will not depend on the phase current when there is pole
overlap and the phase current exceeds These results are
in general agreement with the measured flux linkage curves
shown in Fig. 6, except the measured data show the linked
flux increasing after saturation occurs. This increase in the
linked flux is due to flux crossing from the rotor to the stator
outside of the rotor pole. Eventually this fringing flux, which is
added to the flux passing through the saturated iron, saturates
the entire stator pole. The saturation of the entire stator pole
occurs at a constant linked Hux giving the second bend in the
Hux linkage curves.
To compute the flux linkage curves of the SRM analytically,
the model in Fig. 8 will be used. This model assumes the
phase flux driven by the same ampere tums, splits between two
magnetic paths in parallel. In each of these parallel branches,
there is an air gap in series with saturating magnetic iron.
The iron characteristics are the same in both branches but the
air gaps have different values with the fringing flux passing
through the larger air gap. The cross-sectional area of the
two branches depends on the rotor position which determines
the extent of rotor and stator pole overlap. The fringing flux
air gap is assumed to be a function of rotor position. It is a
maximum at initial pole overlap and a minimum at the aligned
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RADUN DESIGN CONSIDERATIONS FOR THE SWITCHED RELUCTANCE MOTOR 1083
Fig. 9. Comparison of the measured flux linkage curves for the experimental Fig. 10. Comparison Of the experimental machine's measured static torque
machine and the flux linkage curves calculated using the analytical model and the static torque computed using the
equations.
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1084 IEEE TRANSACTIONS ON INDUSTRY APPLICATIONS, VOL. 31, NO. 5, SEPTEMBEWOCMBER 1995
angle and thus the slope of the flux linkage curves in Fig. 6 or
9. The inductance term limits the current into the machine and
as such needs to be minimized in order to minimize the volt-
amperes that must be handled by the SRM's converter. The
second term in (9) is the BEMF term due to the motion of
the rotor and is the term where the electromechanical energy
conversion takes place. The BEMF term is equal to the change
in linked flux at a constant current with a change in rotor angle. Motorlng Generating
The flux linkage given in (7) and (8) could be used to
90
evaluate (9). In the case of a saturated machine, a simpler, I F I I
I I
more approximate result is possible. With saturation, the ' $$ion
c-4+--4
'7 I\ Allgned
inductive term is small so the flux linked by a phase can be eadv T
approximated as
Fig. 11. The ideal and more realistic BEMF/w, for an S R M as a function
A4 = R, . l s t k . s t f . Bsat 2N.
' (10) of rotor position. Also shown are typical phase currents for both motoring
and generating.
where a is the fraction of rotor and stator pole overlap and
stf is the iron stacking factor. If (10) is plotted as a series
of flux linkage curves, the plot will consist of horizontal lines phase current is constant with pole overlap, assuming that the
(since the flux linkage does not depend on current) that are flux linked by the phase winding increases linearly with rotor
equally spaced (since the flux linkage is proportional to a). position up to the aligned position, and thus the BEMF is
Thus the simplified flux linkage curves generated by (10) are constant.
a reasonable approximation to the actual flux linkage curves The design point for the SRM is taken to be the minimum
for currents large enough to saturate the machine. For the speed at which full power is to be produced. The machine is
experimental machine, the aligned linked flux computed using designed so that at this speed its BEMF is equal to the dc bus
(lo), a pole width of 33", and a 0.9 stacking factor is voltage. Equation (9) can be used to write the BEMF of the
machine as
Amax - Amin
BEMF =w,
0,
which compares very well with the measured results. The -
.9~,2N. l s t k . st f . RgBpBsat
- . (12)
approximate flux linkage given in (10) can be used to compute 8,
the machines static torque. The result is Here the phase flux has been written in terms of the flux
Tq = 0.9Rg . l s t k . stf . Bsat ' 2N. I. density and the geometry. Note that the BEMF does not depend
(11)
on the pole width 0, since this angle cancels in (12). The
Because the static torque given by ( 1 1) does not depend on 0.9 factor in (12), and subsequent equations, comes from
rotor position, the static torque curves are horizontal curves the assumption that the ratio of the unaligned inductance
for a fixed current as a function of rotor position. The static to the unsaturated aligned inductance is 0.9 and Arnin is
torque varies linearly with current which means the static approximately 0.1 of Amax.
torque curves will be evenly spaced for different currents. The electromechanical power converted by the SRM is
At a current of 500 A, (1 1) predicts that the static torque is
5 1.6 N . m. These results for the simplified model of the SRM (13)
are in general agreement with the measured static torque in
Fig. 10. Here P F stands for power factor and (13) can be taken as the
The variation of the BEMF divided by the rotor speed with definition of the SRM's power factor. Substituting (12) for the
rotor position is illustrated in Fig 11, along with a typical phase dc bus voltage and (14) for the phase current
current waveform for both motoring and generating. In Fig. 1 1 , fi.JrmS. K . A, = 2N. i+, (14)
this normalized BEMF is small for a finite angular extent of
rotor positions around the unaligned rotor position. This region into (13) for the power gives
consists of the rotor positions where there is no rotor-stator
pole overlap. Thus, in this region the machine inductance is a
minimum and has the minimum variation with rotor position.
P
It is in this region of rotor positions that the initiation of motor (15)
phase winding excitation must occur to maximize d i l d t and BsatKJrmsWm '
thus obtain the maximum machine phase current [9], [IO]. Equation (15) is an expression for the machine's area product
Once the rotor and stator poles start to overlap, the BEMF (A,), familiar from inductor design. Its SI units are m4. The A,
increases to its full value. For the plots shown in Fig. 3, the is the product of the total pole area and the total area available
BEMF for both the saturated and unsaturated machines was for one phase winding. It should be noted that the A, and
chosen to be equal to the applied voltage. In this case, the thus the machine size (excluding the yoke) remains the same
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RADUN: DESIGN CONSIDERATIONS FOR THE SWITCHED RELUCTANCE MOTOR 1085
1200
1.00E+05
1.000 9.00E+04
0 800 8.00E+04
0.600 7.00E+04
0.400
0.200
$ 6.00E+04
5.00E+04
4.00E+04
0.000 3.WE+04
1 2 3 4 5 6 7 8 9 10 11 12 131415 16 2.00E+04
Design No. l.WE+04
Fig. 12. Ratio of the mechanical A, to the electrical A, for different SRM
I
O’OOE+OO1 2 3 4 5 6 7 8 9 10 11 12 13 1415 16
designs. Design No.
Fig. 13. Torque density of different SRM designs optimized using a detailed
as the number of poles changes while keeping a three-phase computer model of the SRM.
P~w,,, -
~- 3 PF .g22. S t f 2
- --
. B:at 6adveu
Here F is a factor to account for the fringing of the field at the . (19)
lstkrR; 2 LYE T . F . ~ , 0,
unaligned position. Its value can be estimated using (I). The
air gap path length has been taken to be equal to the fringing The torque density in (19) appears to increase with the square
path RgOu = l 1 = E2 in Fig. 4 which assumes the rotor pole of the decrease in a,. As will be shown below, the power
height is greater than this value. It is seen that Rg cancels in factor is proportional to cy,, so that the torque density increases
(17) so that to first order the unaligned inductance does not only proportionately with the decrease in nu.
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1086 IEEE TRANSACTIONS ON INDUSTRY APPLICATIONS, VOL. 31. NO.5, SEPTEMBEWWTOBER 1995
The power factor defined in (13) is an important design to 0.666 for the SRM. With a 32' pole width, unity efficiency
parameter. In the ideal case, only one SRM phase is on at a and a, = 1 (22) predict an SRM power factor of 0.422 while
given time so values computed using a detailed computer model range from
0.432 to 0.50.
P= vbUs&. PF-eff
The power density of the SRM can be found by multiplying
= vbus ' i + p - (20) the torque density in (19) by the machine design speed. The
result of doing this is that the power density of the SRM
Thus the maximum power factor of the SRM is 2/3 = 0.666
is proportional to machine speed. This is because the BEMF
when the machine efficiency is 1.O. Typically the power factor
of the machine is proportional to the number of turns while
is less than this, because the air gap is too large to sufficiently
the unaligned inductance (and all other inductance values)
saturate the poles and because of the unaligned inductance. To
is proportional to the number of turns squared. Thus, if the
obtain a better estimate of the power factor when the BEMF
machine speed design point where the BEMF is equal to the
is equal to a, times the bus voltage and the phase current
bus voltage is doubled, the number of turns on the machine
is a constant during pole overlap, write the average power
will have to be halved, keeping all other quantities the same.
converted as
Halving the number of turns decreases the inductance by a
factor of four, so that the current that can be built up in the
machine is twice as large at the higher speed even though the
for a three-phase machine. Equation (21) assumes the BEMF is time available to build it up has been halved. This doubles the
nearly zero when the phase current is increasing or decreasing power converted since the BEMF is the same. Also the torque
and the BEMF is essentially constant and equal to a, times the and current density are the same since the current has doubled
bus voltage during pole overlap. Here, 0, is the angular extent but the number of turns has halved.
of rotor rotation for one electrical cycle and 0~ is the angular This means that the SRM should operate at the maximum
extent of rotor rotation where the BEMF and current are large speed allowed by the rotor iron in order to achieve maximum
and nearly constant. Note that this region of maximum BEMF power density if the speed is a design variable. A higher speed
ends before alignment as indicated in Fig. 1 1 . A practical angle machine design can be achieved by increasing the length of
for the switches to be turned off is 13' before the aligned the machine and decreasing its radius to reduce the mechanical
position where the BEMF starts to decrease [9]. In this case stress. Of course the maximum ratio of rotor length to radius
the power factor is approximately given by is limited by the first critical speed of the rotor assuming that
operating under the first critical speed is a design constraint.
Another limit on how long the machine can be made is the
air gap. As the rotor radius is shrunk, the air gap should be
for a three-phase, six-stator pole, four-rotor pole SRM. All shrunk proportionately to maintain the R,@,/g ratio. Other
angles are in degrees. Note that the power factor does not considerations that limit the length of the machine include the
depend on the number of stator poles. Note too, that the power minimum shalt radius which ties back to critical speed, and
factor increases as the pole width increases. Equation (22) of course the fact that when R, and l s t k are plugged into ( 1 2)
gives a good estimate of the power factor computed using a to find N , the result must be an integer.
detailed SRM computer model for rotor pole widths from 3 1 O Assuming that the rotor mechanical stress is proportional to
to 33". the rotor peripheral velocity squared
The power factor for the SRM can be compared to the power
factor of a sine wave (ac) machine with unity power factor. For T, = K,(R,w,)~ (24)
a Y-connected ac machine, the machine phase current is equal and that the machine is operated at the rotor's maximum
to the inverter switch current, similarly to the SRM. The phase mechanical stress, (17) and (22) can be used to determine the
voltage, which is the line-to-neutral voltage, is not equal to the dependence of' the power density on the rotor iron's strength.
inverter bus voltage, unlike the SRM where the phase voltage
does equal the inverter bus voltage. The phase voltage of the ac
machine, considering just the first harmonic, is approximately
the bus voltage times 4/7r divided by the square root of three.
Thus the power converted by the ac machine in terms of bus From (25), it can be seen that the rotor power density increases
voltage and peak phase current is as the square root of the rotor iron strength.
None of the results obtained so far have depended on
the number of machine poles. This does not mean that the
number of machine poles does not affect the performance
when the machine is operating at unity power factor. This says of the SRM. As with any other machine, the SRM with a
that the ac machine's power factor needs to be multiplied by higher pole count will be able to utilize both a thinner stator
4/7r and divided by the square root of three or equivalently yoke and a thinner rotor yoke than a machine with a lower
multiplied by 0.735 in order to be compared to the SRM's pole count, reducing the machine's weight. The higher pole
power factor. Thus the maximum SRM comparable power count machine will require a narrower air gap for the same
factor for the ac machine is 0.735 at unity efficiency compared performance, it disadvantage, but can operate with lower rotor
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RADUN: DESIGN CONSIDERATIONS FOR THE SWITCHED RELUCTANCE M O nI R 1087
pole heights, an advantage. Higher pole count SRM’s operate [3] M. R. Harris, A. Hughes, and P. J. Lawrenson, “Static toque prediction
at higher electrical frequencies at the same mechanical speed in saturated doubly-salient machines,” Proc. IEEE, vol. 112, no. 10, pp.
1121-1127, 1975.
and thus will experience higher losses. Thus the considerations [4] P. P. Acarny and A. Hughes, “Predicting the pullout torquekpeed curve
for determining the number of poles for the SRM are similar of variable-reluctance stepping motors,” IEEE Proc., vol. 128, pt. B,
to those for other machines. no. 2, pp. 109-113, Mar. 1981.
[SI D. E. Cameron and J. H. Lang. “The control of high speed variable
reluctance generators in electric power systems,” in PIWC.APEC ’92,
Boston, MA, Feb. 23-28, 1992.
[ 6 ] D. E. Cameron, J. H. Lang, and D. Belanger, “The computer-aided
IV. CONCLUSIONS design of variable reluctance generators,” in Proc. APEC ’92, Boston,
MA, Feb. 23-28, 1992.
Analytical models of the SRM have been developed that [7] J. Faiz and I. W. Finch, “Aspects of design optimization for switched
include the effect of the significant saturation that occurs in reluctance motors,” IEEE Trans. Energy Conversion, vol. 8, no. 4,pp.
a well-designed machine. One model is of a detailed nature 704-713, Dec. 1993.
[8] S. Bolognani, G. S. Buja, and M. I. Valla, “Switched-reluctance motor
and can predict details of the SRM’s performance such as performance analysis based on improved modeling of its magnetic
the unaligned inductance, flux linkage curves, BEMF, and characteristics,” Electric Machines and Power Syst., vol. 19, no. 4, pp.
425-438, July/Aug. 1991.
static torque. The other model is less detailed but is useful [9] A. V. Radun, D. W. Jones, J. R. Rulison, and C. M. Stephens, “A
for design, providing design insight for the SRM and an high power-density switched reluctance motor,” in Proc. PCIM 1991,
initial sizing capability. These analytical models have been Universal City, CA.
1101 T. J. E. Miller, “Brushless permanent-magnet and reluctance motor
verified by comparing them to the results obtained with a drives,” Monographs in Electrical and Electronic Engineering. Ox-
detailed computer model of the SRM and by comparing ford Clarendon Press, 1989, no. 21, ch. 7.
them with experimental results obtained from a high power [ 1 I] A. V. Radun, “Generating with the switched reluctance motor,” in Proc.
APEC ’94, Orlando, FL, Feb. 13-17, 1994.
density machine. It has been shown that there is a fundamental
maximum torque density that is attainable with the SRM and
an estimate of this value has been given. The power factor
for an SRM has been defined and the machine parameters that Arthur V. Radun worked for General Electric Ord-
determine its value have been identified. This power factor has nance Systems Department for approximately five
years where he worked in the area of power elec-
been compared to the similarly defined power factor for an ac tronics circuit design and electromagnet analysis.
machine and found to be smaller. He was employed at the General Electric Corporate
Research and Development Center, Schenectady,
NY, for nearly eight years, where he worked on
REFERENCES the development of a number of switched reluctance
drive systems for aerospace applications. He is
[ I ] E. Richter, “Switched reluctance machines for high performance oper- currently an Assistant Professor of electrical engi-
ation in a harsh environment, a review paper,” invited paper presented neering at the University of Kentucky, Lexington.
at the Int. Conf. Electrical Machines (ICEM) ’90,Boston, MA, 1990. His research interests include solid-state power conditioning and motor drive
121 C. M. Stephens, “Fault detection and management system for fault development, and electromagnetics and electric machine development. He
tolerant switched reluctance motor drives,” in Cant Rec. IEEE Ind. presently is actively involved in switched reluctance machine and drive system
Applicat. Soc. Annu. Meeting, Sept. 1989, pp. 574-578. research.
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