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Dedicated to the Science of Motion

Linear
Motors
Application Guide

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2

Contents A little history


A little history 2
Lets take a trip through time, back to
Back to basics 4 August 29, 1831, arriving at Michael
Faradays workshop. The great
Types of linear motors 6 scientist and father of electrical
engineering has just discovered that a
The benefits of linear motors 12
copper disk, spinning within a
Applying linear motors as components 16 horseshoe magnet, generates
electricity in a wire. This induction is
Commutation of linear motors 24 fundamental to all electro-technology
that will follow. Mr. Faraday has
Linear motor quick selection guide 33 created the first-ever generator.
Specialty and custom motors 34 We approach Mr. Faraday and ask
the question, Sir, do you think that one
WORLD HEADQUARTERS day your discovery will be capable of
Aerotech, Inc. Aerotech KK positioning nine-micron-thick optical
101 Zeta Drive 17-25 1-chome
Pittsburgh, PA 15238 Kitahoncho Funabashi-shi fibers, end-to-end, at acceleration rates
Ph: 412-963-7470 Chiba-ken, 273-0864, Japan
Fax: 412-963-7459 Ph: +81-47-489-1741 of ten meters per second, at resolutions
Email: sales@aerotech.com Email: sales@aerotechkk.co.jp measured consistently in nanometers?
Aerotech, Ltd. Aerotech China We can only guess what his reply
Jupiter House, Calleva Park Unit 3328, 33/F, might have been.
Aldermaston, Berkshire China Merchants Tower,
RG7 8NN, UK 168 - 200 Connaught Road
Ph: +44-118-9409400 Central, However, the linear motors of today,
Fax: +44-118-9409401 Hong Kong
Email: sales@aerotech.co.uk Ph: +852-3793-3488 which are capable of breathtaking
Email: saleschina@aerotech.com speeds and accuracies, are founded
Aerotech GmbH
Sdwestpark 90 Aerotech Taiwan on the same basic principles that
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Faraday discovered. It is by examining
Fax: +49-911-96793720 Taipei City these principles, together with some
Email: sales@aerotechgmbh.de 10462 Taiwan (R.O.C)
Ph: +886-2-8502-6651 practical hints and formulae, that we
Email: wyeh@aerotech.com will remove any mystery about the
construction and application of direct-
Copyright 2010, Aerotech, Inc. Information in this drive linear motors.
brochure is subject to change without notice.

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3

Those that know anything about linear friction. This magnetic levitation had
motors can be forgiven for immediately long been understood, but it was
thinking of maglev trains, superguns, or Laithwaite who pioneered the
even futuristic elevator systems. You commercial development of the first
might even recall Major Boothroyd practical applications, developing
using the linear motor of one of Qs direct linear drives for both machinery
toys to propel a tray at decapitating and transport.
speed in the 1977 Bond movie, The
Spy Who Loved Me. All have Linear motors have evolved in several
captured public attention and its guises but perhaps the most commonly
imagination in recent years. The linear encountered are tubular, flat, or U-
motor has really come of age through channel types, which are finding
a dramatic increase in practical and increasing use thanks to their low
beneficial industrial applications. profiles and high output. For all intents
and purposes, and for the purposes of
The linear motor was invented by this discussion, we can assume most
Professor Eric Laithwaite, the British linear motors for motion control use
electrical engineer who died on brushless technology.
December 6, 1997 at age 76. It
projected a shuttle across a weaving
loom using a linear motor. Professor
Laithwaite was fascinated with the
weaving process ever since his
boyhood spent in Lancashire, the UKs
home of textile manufacture.

Professor Laithwaite described his


invention as no more than an
ordinary electric motor, spread out.
The principle created magnetic fields
on which an object rested and
travelled without being slowed by
4

Back to basics
If youve never puzzled whether or not of the sun, apart from getting warm
to put gravity (g) into an equation, and feet, Mr. Arbuckle might weigh near
have never struggled to state the 4,500 kg (nearly 10,000 lb)!
difference between weight and mass,
then you may skip this chapter. There... weve already fallen into the
trap. As far as SI units are concerned,
For the rest of us mere mortals, here is it is mass that is measured in kilograms.
a simple reminder of what were The unit of weight is named after good
dealing with when considering motor old Sir Isaac and is, of course, the
specification. All we, as engineers, newton. Weighing machines are
really need to consider are the laws scaled in kilograms for convenience,
according to Faradays predecessor, but really should be marked in
Sir Isaac Newton. newtons. Take our Hollywood pal Mr.
Arbuckle to the moon and he weighs
Lets start with mass and one sixth of what he does on Earth. His
weight. Mass is the mass has not changed, but the force
unchanging quality of a acting on it has. A trip to the moon is a
body (Fatty Arbuckle great way to lose weight, but does
had a large nothing for the waistline!
mass) while
weight is the Take Newtons first law of motion: a
force that mass mass continues in a state of rest, or of
exerts in a motion at uniform velocity, unless a
gravitational field force acts upon it. OK, so lets go back
(dont let Mr. Arbuckle to space and give Mr. Arbuckle a
fall on you). However, gentle shove. He now weighs nothing
the weight varies and we watch him float across the
according to gravity. For spacecraft.
instance, in outer space
you could throw Mr. Now, if we give him a harder push, he
Arbuckle a long way, flies across and bangs into the
whereas on the surface bulkhead, enabling us to witness

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Newtons second law, which states: the Newtons laws indicate that once a
rate of change of velocity (acceleration) moving mass has been accelerated, it
of a mass is proportional to the applied should remain at a constant velocity
force and occurs in the direction of the without the need for further force. Yeah
applied force. right! As any engineer knows there are
a lot of forces preventing that scenario:
However, when we gave spaceman friction, bearing resistance, air
Arbuckle a hard shove, we also flew resistance, even lubricants and gravity
backwards at the same rate. This all conspire against us as engineers.
occurrence is described by Newtons
third law: action and reaction are
equal and opposite.

So, what has all this got to do with


specifying and using linear motors?
Well, we are all interested in motion
and that means considering the mass
and the acceleration. What we need
to know is the dimension and direction
of the force required to make a load
move how and where we want it to.
That force is calculated as the mass x
acceleration (and that means any
acceleration including gravity). This is
very important when making linear
motor assessments because the
frictional resistance is normally very
low, which can be a disadvantage
when the motor is in the vertical
position. Sir Isaac Newton
6

Types of linear motors


Weve already heard Professor track have no mechanical connection
Laithwaites description of a linear i.e., no brushes. Unlike rotary motors,
motor as a rotary motor rolled-out flat. where the rotor spins and the stator is
The forcer (rotor) is made-up of coils of held fixed, a linear motor system can
wires encapsulated in epoxy and the have either the forcer or the magnet
track is constructed by placing track move.
magnets on steel. The forcer of the
motor contains the windings, Hall Most applications for linear motors, at
effect board, thermistor, and the least in positioning systems, use a
electrical connections. In rotary motors, moving forcer and static track, but
the rotor and stator require rotary linear motors can also be used with a
bearings to support the rotor and moving track and static forcer. With a
maintain the air-gap between the moving forcer motor, the forcer weight
moving parts. In the same way, linear is small compared to the load.
motors require linear guide rails that However, this arrangement requires a
will maintain the position of the forcer cable management system with high-
in the magnetic field of the magnet flex cable since the cable has to follow
track. Rotary servomotors have the moving forcer. With a moving track
encoders mounted to them to give arrangement, the motor must move the
positional feedback of the shaft. Linear load plus the mass of the magnet track.
motors need positional feedback in the However, there is the advantage that
linear direction and there are many no cable management system is
different linear encoders on the market required.
today. By using a linear encoder, the
Similar electromechanical principles
position of the load is measured
apply whether the motor is rotary or
directly which increases the accuracy
linear. The same electromagnetic force
of the position measurement.
that creates torque in a rotary motor
The control for linear motors is also does so in the linear counterpart.
identical to rotary motors. Like a Hence, the linear motor uses the same
brushless rotary motor, the forcer and controls and programmable

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positioning as a rotary motor. In a A linear motor can be flat, U-channel,


rotary motor, torque is measured in or tubular in shape. The configuration
Nm (lb-ft) and for the linear motors that is most appropriate for a
force is N (lb). Velocity is measured in particular application depends on the
rev/min for the rotary and m/s (ft/s) specifications and operating
for linear motors. Duty cycles are environment.
measured in the same way for both
types of motor. Cylindrical moving
magnet linear motors
Looking at the various motor types, we
see that a linear motor directly In these motors, the forcer is cylindrical
converts electrical energy to linear in construction and moves up and
mechanical force, and is directly down a cylindrical bar that houses the
coupled to the load. There is no magnets. These motors were among
compliance or windup, and higher the first to find commercial application,
accuracy and unlimited travel are but do not exploit all of the space
achieved. Today, linear motors saving characteristics of their flat and
typically reach speeds of 5 m/s, with U-channel counterparts.
high accelerations of 5 g in practice.
The magnetic circuit of the cylindrical
Theoretically, motors can reach over
moving magnet linear motor is similar
20 g with 40 m/s velocity. However,
to that of a moving magnet actuator.
bearings and required motion
The difference is that the coils are
parameters de-rate this performance
replicated to increase the stroke. The
somewhat. There is no wear, no
coil winding typically consists of three
lubrication, and therefore minimal or
phases, with brushless commutation
no maintenance cost for linear motors.
using Hall effect devices.
Finally, there is higher system
bandwidth and stiffness, giving better The forcer is circular and moves up
positional repeatability and accuracy and down the magnetic rod. This rod is
as well as higher speeds. not suitable for applications sensitive to
8

magnetic flux leakage and care must The forcers are ironless, which means
be taken to make sure that fingers do there is no attractive force and no
not get trapped between the magnetic disturbance forces generated between
rod and an attracted surface. A major forcer and magnet track. The ironless
problem with the design of tubular coil assembly has low mass, allowing
motors is shown when the length of for very high acceleration.
travel increases. Due to the fact that
the motor is completely circular and Coil
travels up and down the rod, the only
point of support for this design is at the
ends. This means that there will always
be a limit to length before the
deflection in the bar causes the
magnets to contact the forcer.
Epoxy
U Channel Linear motor
This type of linear motor has two Typically the
parallel magnet tracks facing each coil winding is
other with the forcer between the three phase,
plates. The forcer is supported in the with brushless
magnet track by a bearing system. commutation.
Increased performance can be
achieved by adding air cooling to the
motor. This linear motor design is better
suited to reduced magnetic flux
leakage due to the magnets facing
each other and being housed in a U-
shaped channel. This also minimizes
the injury risks of fingers being trapped
Aerotech U-channel by powerful magnets.
linear motors
9

Due to the design of the magnet track, forcer, the motor has no attractive force
they can be added together to or cogging (the same as U-channel
increase the length of travel, with the motors). This will help with bearing life
only limit to operating length being the in certain applications. Forcers can be
length of cable management system, mounted from the top or sides to suit
encoder length available, and the most applications.
ability to machine large, flat structures.
Ideal for smooth velocity control such
Flat-type linear motors as scanning applications, this type of
design yields the lowest force output of
flat-track designs. Generally, flat
magnet tracks have high magnetic flux
leakage and care should be taken
while handling these to prevent injury
from magnets trapping you between
Aerotech BLMF
flat linear motor them and other attracted materials.

There are three designs of these


Aluminum base
motors: slotless ironless, slotless iron,
and slotted iron. Again, all types are
brushless. To choose between these
types of motors requires an
understanding of the application. The
following is a list of the main
characteristics of each type of motor.

Slotless ironless Epoxy Coil


flat motors
The slotless ironless flat motor is a
series of coils mounted to an aluminum
base. Due to the lack of iron in the
10

Slotless iron flat motors forcer to the magnet track as they will
attract each other and may cause
The slotless iron flat motor is similar in injury. This motor design produces
construction to the slotless ironless more force than the ironless designs.
motor except the coils are mounted to
iron laminations and then to the Slotted iron flat motors
aluminum base. Iron laminations are
In this type of linear motor, the coil
used to direct the magnetic field and
windings are inserted into a steel
increase the force.
structure to create the coil assembly.
The iron core significantly increases the
Steel laminations with
aluminum base force output of the motor due to
focusing the magnetic field created by
the winding. There is a strong attractive
force between the iron-core armature
and the magnet track, which can be
used advantageously as a preload for
an air-bearing system. However, these
forces can also cause increased
bearing wear at the same time. There
will also be cogging forces, which can
Epoxy Coil be reduced by skewing the magnets.
Aerotech BLMFS5
Due to the iron laminations in the iron-core flat
linear motor
forcer, an attractive force is now
present between the forcer and the
track and is proportional to the force
produced by the motor. As a result of Skewed magnets
the laminations, a cogging force is
Before the advent of practical and
now present on the motor. Care must
affordable linear motors, all linear
also be taken when presenting the
movement had to be created from

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11

Achieving linear motion with a motor


that needs no gears, couplings, or
Steel laminations
pulleys makes sense for many
applications where unnecessary
components that diminish performance
and reduce the life of a machine can
be removed.

In the following sections we compare


the performance and cost of various
translational mechanics including belt
and pulley, rack and pinion, and lead
Coil Slot
screw, to a U-channel brushless linear
motor.
rotary machines by using ball or roller
screws or belts and pulleys. For many
applications, such as where high loads
are encountered and where the driven
axis is in the vertical plane, these
methods remain the best solution.
However, linear motors offer many
distinct advantages over mechanical
systems, including very high and very
low speeds, high acceleration, almost
zero maintenance (there are no
contacting parts), and high accuracy
without backlash.
12

The benefits of linear motors


Linear motor versus and not the actual load position, also
belt and pulley contributes to inaccuracy. A second
linear encoder could be used to
A popular way to produce linear measure the actual load position, but
motion from a rotary motor, the belt this would add more cost and require
and pulley system typically has its a special servo setup so that position
thrust force capability limited to the can be achieved quickly .
tensile strength of the belt. At the same
time, accuracy and repeatability suffer Settling time is also a problem with belt
from the inherent limitations of the belt systems. Even the best reinforced belts
travel system. have some compliance when
positioning 1 encoder counts. This
For example: compliance will cause a ringing, or
A belt and pulley system comprising a settling delay, at the end of a very
100 mm diameter pulley and a 5:1 quick move, making it impossible to
gearbox could produce 3.14 m/s of push the machine to a higher
linear motion, with the motors input throughput. This problem worsens with
speed at 3000 rev/min. The longer belts.
theoretical resolution of this system with The best that can be achieved in a belt
a 10,000 PPR (pulses per revolution) and pulley system in terms of
encoder through the gearbox would positioning repeatability is around 25
be 6.3 m. to 50 m. Since both speed and
However, positioning a load on a belt repeatability is the name of the game
through a 5:1 gearbox to 6.3 m in when it comes to servo mechanisms,
any repeatable manner is practically the belt and pulley system is not a
impossible. Mechanical windup, good choice for high speed, high
backlash, and belt stretching would all accuracy machines.
contribute to inaccuracies in the On the other hand, a linear system can
system. The fact that the measuring reach speeds of 10 m/s and position
device (rotary encoder) is really the load to within 0.1 m or better.
measuring the motor shaft position,

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Only the resolution of the linear Linear motor versus


encoder used and the stability of rack and pinion
mechanics limit the performance. Since
there is no backlash or windup, a The rack and pinion system is
direct-drive linear motor system will mechanically stiffer than a belt and
have repeatability to one encoder pulley, but the same translational
count over and over again. equations apply. So a 100 mm pinion
gear through a 5:1 gearbox could
Settling time is also unchallenged, produce a 3.14 m/s linear speed at
since the load is directly connected to 3000 rpm, although rack and pinion
the moving forcer coil and there is no provides more thrust capability. Once
inherent backlash in the linear motor again, the lack of accuracy and
system. The encoder is also directly repeatability is the major drawback.
connected to the load to keep the The gearbox and pinion gear will have
positioning accuracy where it really bi-directional inaccuracies and, over
matters. All this adds up to the shortest time, wear will increase the problem.
settling times achievable and high As with the belt and pulley system,
performance within an encoder count. backlash in the system prevents the
Even in long travel linear motor encoder on the motor from detecting
the actual load position. The backlash
systems, performance and accuracy
in the gears not only leads to
remain undiminished since magnet
inaccuracy but also causes instability
tracks are stackable and the load
in the servo system, forcing lower gains
remains directly connected to the
and slower overall performance.
forcer. At the same time, with thrust
limited for the belt and pulley systems, Linear motors do not encounter such
loads have to be light. Conversely, a system limitations and can push a
typical linear motor can produce machine to greater speeds. Even as the
several thousand newtons of thrust mechanics wear over time, the direct-
force and still not compromise coupled linear motor and encoder will
performance. always provide the most accurate
positioning.
14

Linear motor versus efficient at converting rotary motion to


screw systems linear motion, at typically 90% of the
output. This type of screw system
Probably the most common type of outperforms the lead screw for high
rotary-to-linear translational mechanics duty cycles. A precision-ground ball
is the screw, which includes both lead screw will improve accuracy, but is
screws and ball screws. costly and, over time, will still wear
and result in reduced accuracy and
The lead screw system, though
repeatability. Either way, whether lead
inexpensive, is an inefficient way of
screw or ball screw, the basic screw
producing linear motion, which is
system cannot achieve high linear
typically less than 50% of the output. It
speeds without a compromise on
is also not a good choice for high-duty-
system resolution. It is possible to
cycle applications because the nut that
increase the speeds of a ball screw by
rides the screw suffers from wear due
increasing the pitch (e.g., 25 mm/rev),
to the friction interface. Furthermore,
but this directly affects the positional
positional accuracy and repeatability
resolution of the screw. Also, too high
are a problem because the screw is
a rotational speed can cause a screw
to whip or hit a resonant frequency,
Aerotech ATS1000
linear stage causing wild instability and vibration.
This problem is magnified as the length
of the screw increases. This obviously
limits the ability to increase a
machines throughput, or increase
travel while maintaining positional
resolution.
typically not precision-made and has
inherent inaccuracies. The resulting When compared with a screw, the
high friction may minimize backlash linear motor system does not introduce
but produces heat and wear, reducing any backlash or positioning problems
accuracy and repeatability. The ball- with the feedback device, as the linear
screw system uses a ball nut on the slide bearing is its only friction point.
screw and is therefore much more

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As with all the other translation systems operation, if the motor is shut down
discussed, the positioning of the load any load that has been held vertically
in a screw system is made with a rotary would be allowed to fall. There are
encoder mounted on the motor. The also no failsafe mechanical brakes for
controller never really closes a loop at linear motors at present. The only
the load. In a linear motor system the solution that some manufacturers have
encoder is at the load, reading actual achieved is the use of an air
load position. counterbalance.
Consider the application Environmental conditions must also be
considered. Although the motor itself is
As with any technology, there are
quite robust, it cannot be readily
always limitations and caution must be
sealed to the same degree as a rotary
used to employ the correct solution in
motor. In addition, linear encoders are
any application. While cost was once
often employed as feedback devices
a limitation in selecting linear motors,
and therefore care must be taken to
improved manufacturing methods and
ensure that the encoder is also suited
increasing volume have combined to
to the environment. That said, linear
make the expense of a linear motor
motors have been successfully
solution comparable with a typical
employed in ceramic cutting, an
screw and motor alternative. Indeed,
environment where highly abrasive
when cost of ownership is taken into
ceramic dust has led to the downfall of
account, a linear motor system will,
many supposedly more robust
over time, prove to be considerably
solutions. Again, the motor supplier
less expensive than the traditional
should be familiar with all of the
screw alternative. Today the superior
options and offer advice in each case.
performance of linear motors also
helps meet the more exacting demands In conclusion, where loads are not
from OEMs for higher productivity. excessive and the driven axis is
horizontal, the linear motor has many
A disadvantage with linear motors is
advantages over traditional
they are not inherently suitable for use
translational mechanical systems.
in a vertical axis. Due to its noncontact
16

Applying linear motors


as components
As previously discussed, brushless However, while linear motors can be
linear servomotors offer numerous readily purchased as components and
advantages over lead screw, ball built into customized assemblies, there
screw, or belt-driven transmission is little information available to help the
systems for linear positioning. With designer decide how best to integrate
higher bandwidth and better all of the components for optimum
smoothness in speed control from very results. The following is just a brief
low to very high speeds, higher overview of some of the considerations
acceleration, zero backlash, and when purchasing and using linear
incredibly long life with almost no motors as components. It suggests
maintenance, linear motors are being what other components might be
specified for more and more required and how they can be utilized
production, test, and research within the overall design of the
applications. positioning system.

Aerotech manufactures a wide range What other components


of linear motors available as to consider
components, or already built into
complete positioning systems for The basic additional elements required
applications from medium accuracy for brushless linear-motor-driven
pick-and-place machines to ultra-high positioning systems are the servo drive
precision systems used for or amplifier with its commutation
semiconductor production and sub- system, the feedback system, and the
micron laser processing. With all of the linear bearings that support the load to
components necessary to support and be driven and to maintain the precision
position the load, provide position and of travel. To complete the design,
speed feedback, advanced motion motor power and encoder cable
controls, and complete cabling and management is essential. Additionally,
safety features, these systems are mechanical protection devices such as
ready for integration into the hard stops may also be desirable as
application. are over-travel limit switches and datum

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17

or home switches, although these Choice of motor


functions are sometimes handled and which drive
through the linear position feedback. technology to use
As linear motors are friction-free and The choice of linear motor that best
the linear bearing system is normally a suits the application will clearly
low friction device, braking may be determine the design requirements for
required for power-loss or power-off the rest of the system. As discussed in
conditions. For those vertical previous chapters, linear motors are
positioning applications where it is generally divided into three groups:
desirable to use a linear motor, cylindrical moving magnet, U-channel,
designers will almost certainly need to and flat. Within these three motor
consider a counterbalance and a types there are significant variations in
braking system. As we covered in the construction and performance, and the
previous section, in many cases it may resulting specifications are available
be preferable to stay with traditional from each manufacturer.
lead screw or ball-screw designs for
vertical axes where their design Aerotech Ndrive series
reduces back-driving under power-off includes both PWM
and linear models
conditions.

Consideration should also be given to


motor cooling, which may be required
to increase performance or improve
thermal stability for the application. A note of caution: When choosing the
Both air cooling and water-jacket best linear motor for the job, care
cooling systems can be supplied. should be taken when comparing
manufacturers specifications to ensure
a legitimate apples-to-apples
18

comparison. Aerotech linear motor reduced but the exceptionally smooth


specifications are clearly defined in cog-free performance is more suited to
both the model specifications data as high-precision positioning. However,
well as in our Engineering Reference for many applications overall
that defines the metrology method as performance (acceleration,
well as each specification term. deceleration, and settling time) is
determined by a combination of the
Essentially, U-channel and flat linear limitations of the bearings, feedback
motors will require bearings to device, and cable management
complete the design, whereas the system.
cylindrical type can replace or
complement the bearing because its Servo drives or amplifiers can be
construction often includes a ball- divided into two main types: PWM
bushing-type bearing that can support (Pulse Width Modulation) or linear.
a small load. However, caution should Both require commutation to deliver
be observed when considering the current to the motor (commutation is
cylindrical linear motor as the covered in depth in a following
supporting bearing because the chapter of this guide). The PWM
magnetic rod will increasingly sag or amplifier uses high frequency switching
deflect in proportion to its length and, to force current into the motor, whereas
if unsupported, can make contact with the linear amplifier uses a smoother but
the forcer with catastrophic results. less dynamic analog voltage control.

Aerotechs range of linear motors is As a general guide to the performance


divided between flat and U-channel for slotless linear motors with these
types that include slotted and slotless, amplifiers, PWM power stages deliver
iron core, and ironless designs. Iron- higher speeds and produce more load
core linear motors can provide more carrying motor force than linear
force, but a slight cogging effect is amplifier stages, and are used for the
always present that may prove majority of applications. While the
detrimental to very high position PWM stage provides a high level of
stability. In the ironless design, force is smoothness with excellent in-position

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19

stability for micron-level positioning, for extremely robust and useful for hostile
those applications where ultra-high environment applications. For precision
precision positioning is required, and applications, linear optical encoders
position stability into the nanometer are capable of higher levels of
range is paramount, linear amplifiers accuracy than their magnetic
should be considered. This type of counterparts due to their finer scale
amplifier also has a much reduced pitch. Whereas magnetic linear
EMC noise footprint (almost negligible) encoders can provide accuracies to
and its high bandwidth and zero around 3 m over a one meter
crossover distortion is also of length, the best linear optical scales
significant benefit for ultra-high exceed 1 m per meter. With the use
precision synchronized multi-axis of suitable amplified sinusoidal
positioning applications. encoders, resolutions with
multiplication for magnetic encoders
Feedback System can be as low as 0.05 m, while the
optical designs can provide 0.010 m
Linear encoder feedback and
(10 nm) and beyond.
commutation systems are required for
all closed-loop brushless servo linear Aerotech AGS15000 linear motor
motors, although there may be some gantry uses optical encoders
brushless linear motor applications
where position feedback could be
provided by other devices such as
linear potentiometers or magnet-based
systems. However, the principal of
designing-in these feedback devices is
similar to the linear encoder.

Most linear motor stages use optical


scale and reading-head-type encoders,
although it is also possible to use
magnetic encoder systems that are
20

One of the major benefits of using a smaller cyclic or sub-divisional error


linear encoder system in a linear motor caused by the interpolation method.
setup is that the reading head and And while this error is non-
scale can be placed very close to or at accumulating, it can have a significant
the bearing centerline, where it will effect on the servo control loop and
measure the linear position at its most can cause hunting, temperature rise,
accurate point i.e., free from Abbe and generally reduce the dynamic
errors that are caused by very small system accuracy, so it will need to be
angular deviations in straightness and considered.
flatness being amplified by the
distance between the bearing and the It is possible to map an encoder-based
point of measurement. single-axis (or dual-axis) setup with an
interferometer and calibrate the
Optical linear encoders can take the accuracy with actual positional
form of glass scales or tapes. Glass or information at a point of reference. This
other specialized low thermal information is then used within the
coefficient materials used as scales are motion controller as a look-up table to
normally the more expensive choice dynamically correct position during
and have superior temperature motion. This error correction method is
stability, but tapes are much easier to increasingly specified for high
install and are more durable. precision systems such as high-
accuracy laser machining where the
In most precision applications where resulting calibrated position
optical or magnetic encoders are used, information can be included to
the actual scale pitch is presented as a precisely trigger laser pulse delivery.
sine wave and interpolated to yield
much finer resolution, but this does not Bearing Technology
improve the overall linear accuracy.
The accuracy of the full scale can be The bearing technology used in a
seen as a gradient with increasing linear motor application should be
error over distance. This dominant capable of supporting the load as well
scale error is accompanied by a as maintaining the air gap between

www.aerotech.com
21

platen and moving forcer, which is pressurized air forming a cushion


typically less than 0.75 mm for the flat between the moving and fixed parts.
motor. As we are dealing with
precision systems, only high-precision Most linear motion guide, ball, and
bearing systems are considered here crossed-roller-based bearing designs
and in this category the main choices include cages to separate the actual
are air bearings, crossed-roller ball or roller, and a top to eliminate
bearings, and linear motion guide bearing-to-bearing contact during
bearings. Aerotechs own range of motion. This also helps to reduce
medium to ultra-high precision skewing and noise, improve
positioning stages with direct-drive lubrication, and generally to optimize
linear servomotors use all of these acceleration and high-speed
bearing styles to suit performance and performance while providing a much
cost requirements for the application. longer life potential. The choice of ball
or roller bearings is dictated by the
Aerotech ABL1500 type of loading that the mechanical
air-bearing stage system is subjected to, and linear
motion guides are also supplied in a
choice of preload to suit load
requirements. Roller-based bearings
provide much higher load, shock, and
impact load characteristics due to
Air bearings are normally used for increased contact area between
very high-precision applications where bearing surfaces and the bearing
the friction-free characteristics of the ways, but they increase friction and in
bearing perfectly complement the some high-precision positioning
noncontact linear motor and feedback applications, this factor may hinder in-
device design, allowing the very best position performance and low-speed
positioning performance. Air bearings stability. Lubrication is another critical
typically rely upon a very small air factor for high-precision applications,
gap of just a few microns with where the wrong lubricant may
22

introduce stick-slip (stiction) and render Linear motion guide bearings may be
very short duration, micron-level moves specified for demanding applications
erratic or otherwise difficult to achieve. such as cleanroom, vacuum, corrosion
resistant, high speed, and low/high
Aerotech ANT series nanopositioners temperature. These bearings usually
use direct-drive linear motors and
crossed-roller bearings include sealing strips as standard and
provision for special lubrication. Even
fine movement applications can be
addressed with modified standard
products that include special
lubrication.

During the design phase, all of the


direct and offset loading requirements,
the speeds and duty cycle, and life
It is very important that the bearing calculations of the complete positioning
system is fixed to a rigid and sound system must be carefully determined to
base to ensure that bearing ensure that the bearing system selection
straightness and flatness can be is suited to the application. When a
achieved and that the system complete positioning stage is selected,
harmonics are minimized so as not to these calculations have already been
interfere with dynamic positioning and made and all the specification details
motion performance. It should be are available from the manufacturer. In
noted that unsupported linear bearings the case of purchased components the
are not inherently straight and must be choice of bearing system and its design
fixed to a datum surface with the aid of must be determined and suitable cable
calibrated alignment equipment such management pre-selected before the
as an angle collimator or laser-based linear motor and feedback system are
system to ensure the desired sized and selected.
straightness and flatness and pitch, roll,
and yaw accuracy.

www.aerotech.com
23

Linear brakes that fit the form of linear designed to withstand the rigors of
motion guide rails are available as a constant flexing and high accelerations
convenient solution for preventing to provide a much longer working life
stage movement under power-off than standard cable. Consideration for
conditions. the cable performance in the correct
environment should also be given
Cable management i.e., temperature, humidity, cleanliness,
vibration, etc. all have an effect on
As linear motors and feedback devices
cable performance and life. The cable
are essentially friction-free and linear
chain orientation horizontal, side
bearings have a predictable life, the
mounted, standing or hanging is also
working life of a complete positioning
of importance as is the space and
system and the frequency of
clearance envelope, how the chain
maintenance downtime is often
may need supported, and
dependent upon the cable
requirements for maintenance access.
management system.
As with the choice of linear bearing,
E-chain can be used for motor power
the weight and drag from the E-chain
and encoder cables, as well as other
system will influence linear motor
electrical, fiber optic, pneumatic, or
sizing and will be required to correctly
even hydraulic services required for a
select the motor type and power for
particular project. The first task is to
the finished system design.
define the total cable requirement and
determine the diameter, weight, and
bend radius for each. Most cable
manufacturers specify cable bend
radius but it is very important to use the
dynamic rather than the static rating.
The bend radius refers to the inside
diameter of the cable and wherever
possible chain rated cable should be
specified. This cable is specifically
24

Commutation of linear motors


What is commutation and how does it To start, lets consider the brushed
affect the performance of the linear motor. When current is applied to the
motors? Commutation is the process of motor, the correct winding is energized
switching current in the phases in order by virtue of the brushes being in
to generate motion. Most linear motor contact with the commutator at the
designs today use a three-phase point where the winding terminates. As
brushless design. In brushed motors, the motor moves, the next coil in the
commutation is easy to understand as sequence will be energized. In
brushes contact a commutator and brushless motors, because there is no
switch the current as the motor moves. fixed reference, the first thing a control
Brushless technology has no moving or amplifier must determine is which
contacting parts and therefore is more phase needs to be energized. There
reliable. However, the electronics are a number of ways that this can be
required to control the current in the achieved, but by far the most popular
motor are a little more complex. is by using Hall effect devices. There
are three of these devices, one for
The method of commutation depends each phase, and they give a signal
on the application of the motor, but it is that represents the magnetic fields
important to understand how the motor generated by the magnet track. By
can be commutated and what analyzing these fields, it is possible to
disadvantages some methods have. determine which part of the magnet

Hall sequence for


brushless motor
HallA and phase current
Phase C
HallB Phase A
Phase B
HallC
0 60 120 180 240 300

www.aerotech.com
25

Commutation Waveforms
1
Six Step
0.5 Sinusoidal
Trapezoidal

0
0 30 60 90 120 150 180 210 240 270 300 330 360

-0.5

-1
Electrical Degrees

track the forcer is in and therefore Modified six step commutation is very
energize the correct phase sequence. similar to trapezoidal commutation.
The digital Hall devices are aligned
There are three different types of with the zero crossing point of the
commutation currently available on the phase per the diagram showing the
market: trapezoidal, modified six step, Hall sequence of a brushless motor.
and sinusoidal. Trapezoidal Again, at each point that the Hall
commutation is the simplest form of signal translation is seen the phase
commutation and requires that digital current is switched. However, with this
Hall devices are aligned 30 method two current sensors are used
electrically from the zero crossing point and it provides a commutation
of the phase. At each point that a Hall sequence that is closer to the ideal
signal transition takes place, the phase sinusoidal phase current. This method
current sequence is changed, thus is slightly more costly than trapezoidal
commutation of the motor occurs. This commutation due to sensing two
is the cheapest form of commutation current levels. Both of these Hall-based
and the motor phase current looks like methods will cause disturbance forces
the diagram shown above. resulting in higher running temperature
and motion that is not smooth.
26

The ideal means to drive any Commutation is done by generating a


sinusoidally-wound brushless motor is sin() phase A command signal and a
by sinusoidal commutation. There are sin( +120) phase B command signal
two ways that this is commonly and multiplying this by the current
achieved. Analog Hall effect devices command.
can generate a sinusoidal signal as the
motor passes over the magnetic poles This method of commutation gives the
of the magnet track. The signals, which best results, due to the same processor
are correct for motor commutation, are being used to control current, velocity,
then combined with the demand signal and position, and yields faster settling
to correctly commutate the motor. time and tighter servo loops. Also, the
noise on the digital Halls is much
easier to filter-out, creating a more
ICMD
reliable system. When sinusoidal
A
Sin () X
commutation is used with linear motors,
Sin (+120) X
B
M
the motion is smooth and the motor is
driven more efficiently, causing less
C
Sin ( +240) X heating.
Encoder


Sizing up linear motors
This method is the lower cost of the two
So how do we take advantage of the
methods, but noise can be picked up
linear motors superior performance
on the Hall devices, affecting
and what are the correct procedures
commutation.
when sizing and applying a linear
Another more popular method of motor?
sinusoidal commutation is by using the
encoder. When a change of state is
detected in the digital Hall signal, the
incremental encoder signals can then
be used to digitally determine where in
the commutation cycle the motor is.

www.aerotech.com
27

To start with, here is a list of useful formulae:

Force Velocity Acceleration Distance


v u
f a= ma v =u +at a= s=ut+at 2
t
f f= m g v 2=u 2+2as 2 2

a= v u s= (uv)t
f g= si n ( )m g 2s
v = 2 +u 2s 2
2 2
f p= f a+f f+ f g t a= s u2 t s= (v u )
2t 2a

Time Coil temperature


2

t=
vu
a
T= RT (Mf )
rms
:
t=
2s
C
Where r a tion fo
rce (N
)
vu acc e le
N)
fa force (
t= 2s friction ce(N)
a ff it a ti o nal for
grav N)
fg orce (
peak f
fp kg)
mass ( (m/s 2)
2
RMS force m ti o n
r a
accele .81 m/s )
t 1f 12+ t 2f 22+ t 3f 32+ . . . +t nf n2 a it y (9
frms = gra v iction
t 1+ t 2+ t 3+ . . . +t n+t dwell g nt of fr
coe f f ic ie ntal in
o m horizo )
angle
f r = 90
V e s ( vertical
degre (m/s)
l v e locity
fin a (m/s)
v
ia l v e locity
init
u )
tdwell time (s
F fn
t n ce (m)
f1 dista ce
s ge for
frms f2 Avera rise
t2 f rms ratu e
r /W)
t1
T e m p e
is ta n c e (C
tn T al res /W)
Ther m s tant (N
tdwell RT c o n
time
time to repeat Motor
MC
28

50 kg 500 mm Based on trapezoidal motion, time


taken to accelerate is:
0.25 s
= 0.0833 s
3
As an example, we will consider a
50 kg load (mass), that is required to V
250 ms
move 500 mm in 250 ms, dwell for
tdwell =
275 ms, and then repeat. In this case
275 ms
we can calculate the required forces
and therefore find the size of linear
motor and amplifiers required.
t1=t2=t3
The first thing to consider is the move We now determine the peak speed
characteristics: What is the peak required to make the move. In this
speed? How fast do we need to case, because the move is symmetrical
accelerate? How long will the move and divided into 3, the following
take? What dwell do we have when formula is used:
the move finishes? In general, when
you are unsure of the move parameters v = 3s = 3 x 0.5 m = 3 m/s
2t = 2 x 0.25 s
and just want to move from point to
Note that this formula only works with
point, the basic profile is the
a trapezoidal move. If you have a
trapezoidal move. With this move, the
desired acceleration rate, then you can
move time is divided equally into three
work out the speed using one of the
parts. The first part is acceleration, the
formulae on the previous page. The
second constant velocity, and the third
load cannot accelerate
part is deceleration. This should give a
instantaneously from
balance between speed and
0 to 3 m/s and as already shown it
acceleration to give the best motor
will take 0.0833 s to reach this speed.
combination. But please remember that
We now need to calculate the
if you size the motor this way, then you
acceleration rate:
should program it this way.
vu 3m0
t = 0.0833 s = 36 m/s 3.6 g
2
a=

www.aerotech.com
29

If required, you can also calculate the Calculating the peak force is simply a
distance taken to accelerate the load: case of adding these numbers
together:
s=ut +at2 =x36x0.08332=0.125 m
fp=fa+ff+fg=1800+1.47+0=1801.47 N
Newtons equation finds the force
required for the acceleration: Care must be taken with this peak
force. Any other external forces such
fa = ma = 50 kg x 36 m/s2 = 1800 N as cable management systems should
also be added to the peak force total.
This is the peak rating needed from the
Next, with a known total of
prospective motor, derived only from
acceleration and friction forces, the
the acceleration force. It does not
next step is to calculate the continuous
account for friction, gravitational or
force requirement. The rms force is the
other opposing forces. For example, a
average force from the motor and
quality crossed-roller bearing used to
helps determine the final temperature
carry the load has a coefficient of
that the coil will reach. Based on the
friction of about 0.0005 to 0.003.
above example using a trapezoidal
When the 50 kg rides on these
profile, the calculation will be:
bearings, the frictional force is:
RMS force
ff = mg = 50x9.81x0.003 = 1.47 N
t 1f 12+t 2f 22+t 3f 32+ ... +t nf n2
frms =
Because friction always opposes t 1+t 2+t 3+ ... +t n+t dwell
motion, it adds to the driving force
2 2
0.0833x1801.47 +0.0833x1.47 +0.0833x1801.47 2
required. Another force that becomes = 0.0833+0.0833+0.0833+0.275
relevant is the gravitational force. In this
example the force is zero because the = 1015 N
load is supported by the bearings, but
should the load be at an angle, then The rms force of 1015 N together with
the following formula is used: the peak force requirement can then
be used to choose a specific size and
fg = sin()mg = sin(0)x50x9.81 = 0 N model of motor that can apply this
30

force continuously. Adding air-cooling Once selected the previous formulae


can significantly increase the rms would be repeated with the weight of
output force of a particular motor, the forcer added onto the load. For
which allows a smaller forcer coil to simplicity the new values are:
maximize stroke length.
fp 1962 N
For this application, an Aerotech motor frms 1105 N
that suits the above requirement is the v 3 m/s
BLMX-502-B motor with air cooling.
The specification of this motor is as To determine the coil temperature rise
follows: in this configuration we need to
calculate it. If we assume the ambient

Parameter Unit Value


Continuous force @1.36 bar N 1063
Continuous force no air N 601
Peak Force N 4252
BEMF line-line V/m/s 54.79
Continuous current @1.36 bar Amp Peak 22.30
Continuous current no air Amp Peak 12.60
Force Constant, sin drive N/Amp Peak 47.67
Motor Constant N/W 46.23
Thermal Resistance @1.36 bar C/W 0.12
Thermal Resistance no air C/W 0.39
Resistance 25C, line-line Ohms 1.1
Resistance 125C, line-line Ohms 1.8
Inductance, line-line mH 1.0
Max Terminal Voltage VDC 340
Magnetic pole pitch mm 30.00
Coil Weight kg 4.45
Coil Length mm 502.0

www.aerotech.com
31

temperature is 20C, then this should Continuous current is calculated in


be added to the coil to get the final the same way, so for 1105 N
coil temperature rise: continuous:

( ) ( )
2 2
T = RT frms = 0.12 x 1105 = 68.56C ContCurrent (lrms) = frms =
MC 46.23 Force_Constant
1105
In this application final coil = 23.18 Apeak cont
47.67
temperature rise will be 88.56C.
We also must check for the required
Typically temperatures over 100C
bus voltage. To do this we need to
should be avoided. If you are
make sure that we have enough
designing a high accuracy system then
voltage to drive the peak current
the temperature that the coil reaches
across the coil resistance, taking into
will be significant. As the temperature
account the motor voltages being
of the coils increase, so will
generated. To do this we calculate as
surrounding areas, and expansion will
follows:
occur changing the accuracy of the
system. Drive_Voltage_minimum =
(lp x Coil_Resistance) + (v x BEMF) =
Next we need to size an amplifier to
(41.16 x 1.8) + (3 x 54.79) = 238.46 V
drive this motor. As it is sinusoidally
wound, a sinusoidal amplifier is The amplifier required to drive this
recommended and we have worked motor for this application will have the
out the characteristics for one. First, we following specification:
need to check our current requirement.
If we need to create 1962 N peak Peak Current 41.16 A
with the BLMX-502-B, then the Cont. Current 23.18 A
following formula is used to calculate Min Bus Voltage 238.46 V
peak current:

PeakCurrent (lp) = fp =
Force_Constant
1962 = 41.16 A
peak
47.67
32

A suitable drive from Aerotech would


be the Soloist HPe50. With this
controller/drive, the maximum speed
that could be reached would be:
Max_Bus_Voltage_Amp - (lp x Coil_Resistance)
v= =
BEMF
340 - (41.16 x 1.8)
54.79 = 4.85 m/s

Please note that in these calculations Aerotech has a wealth of experience


the resistance of the coil at 125C was in using linear motors and if there is
assumed as this was worst case. any doubt about the application
characteristics or any other
There are many different types of parameters, it is always best to ask.
move profile, including sinusoidal We are happy to work with you to
acceleration profiles. All of these will solve these uncertainties.
affect the sizing of the linear motor.
Aerotech has sizing software that
will help you to size linear motors with
many of these combinations built in.
The key issue to remember is to
program the motor the same as the
calculated parameters. In the above
example, if we altered the
acceleration rate, the force would
dramatically increase and could
damage the motor coil.

www.aerotech.com
33

Linear motor quick


selection guide
34

Specialty and custom motors


Aerotechs unique in-house motor design Linear motors are available with custom
and manufacturing capabilities allow for windings and magnet tracks, air and
easy changing of electrical and water cooling options, and complete
mechanical specifications. motor designs with minimal lead times.

Motor Model Units BLMFS2-200 BLMFS3-160 BLMFS3-220


Performance Specifications
Continuous N 286.0 387.0 525.0
Force, no air lb 64.3 87.0 118.0
N 1144 1550 3080
Peak Force
lb 257 347 700
N 1600 2780 3860
Attraction Force
lb 400 626 870
Electrical Specifications
Winding
A A A
Designation
V/m/s 59.4 41.6 63.0
BEMF, line-line
V/in/s 1.51 1.06 1.60
Continuous Amppk 5.5 13.8 10.4
Current, no air Amprms 3.9 9.8 7.4
N/Amppk 51.6 36.5 50.8
Force Constant lb/Amppk 11.6 8.2 11.4
sine drive N/Amprms 72.7 51.6 71.8
lb/Amprms 16.4 11.6 16.1
N/W 20 29.8 36.8
Motor Constant
lb/W 4.51 6.6 8.3
Thermal Resistance C/W 0.49 0.45 0.36
Resistance, 25C ohms 6.2 1.52 2.3
Resistance, 125C ohms 8.7 2 3
Inductance mH 5.2 16.5 25
Max Terminal Voltage VDC 320 320 320
Mechanical Specifications
kg 2.4 5.4 7.5
Coil Weight
lb 5.2 11.9 16.5
mm 200.0 160.0 220.0
Coil Length
in 7.87 6.3 8.67
Heat Sink Area mm 300x300 250x250 250x250
Thickness 12.7 mm (0.5 in) in 12x12 10x10 10x10
Magnet Track kg/m 4.8 6.8 6.8
Weight lb/ft 3.2 4.6 4.6
Magnetic Pole mm 30.0 22.5 22.5
Pitch in 1.18 0.89 0.89

www.aerotech.com
35

All Aerotech amplifiers are rated in


Amppk; use force constant in Amppk
when sizing.
All performance and electrical motor
specifications 10%.
Specifications at 125C operating
temperature unless otherwise specified.

Dedicated to the
Science of Motion
AEROTECH is a world leader in
positioning and motion control, with Aerotech Inc (U.S.A.)
offices and subsidiaries in the United
States, Europe, and Asia.

We are at the forefront of linear motor


technology, with a wide range of
linear motors and stages. Aerotech UK Aerotech Germany

These form part of a comprehensive


line-up of class-leading standard
products including motion controllers,
amplifiers, and rotary motors.
Aerotech Japan Aerotech China
We can also provide complete
engineered systems for your specific
application.

Our products and solutions are backed


by a worldwide technical support and
customer service network, dedicated to
providing outstanding life-cycle support
services.
Dedicated to the Science of Motion

Aerotechs Worldwide Sales and Service Locations

- Aerotech Headquarters - Direct Field Sales Office - Aerotech Subsidiary - Representative

www.aero t ec h.com
CA1010B

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