GOALS:
-- State the purpose and general principles of motor control.
-- Discuss the differences between manual and automatic motor control.
-- Discuss considerations when installing motors or control equipment.
-- Discuss the basic functions of a control system.
-- Discuss surge protection for control systems.
The term motor control can have very broad meanings. It can mean anything
from a simple toggle switch intended to turn a motor on or off (FIG.
1) to an extremely complex system intended to control several motors,
with literally hundreds of sensing devices that govern the operation
of the circuit. The electrician working in industry should be able to
install different types of motors and the controls necessary to control
and protect them and also to troubleshoot systems when they fail.
Installation of Motors and Control Equipment
When installing electric motors and equipment, several factors should
be considered. When a machine is installed, the motor, machine, and controls
are all inter related and must be considered as a unit. Some machines
have the motor or motors and control equipment mounted on the machine
itself when it is delivered from the manufacturer, and the electrician's
job in this case is generally to make a simple power connection to the
machine. A machine of this type is shown in FIG. 2. Other types of machines
require separately mounted motors that are connected by belts, gears,
or chains. Some machines also require the connection of pilot sensing
devices such as photo switches, limit switches, pres sure switches, and
so on. Regardless of how easy or complex the connection is, several factors
must be considered.

FIG. 1 Motor controlled by a simple toggle switch.

FIG. 2 This machine was delivered with self-contained motors and controls.
Power Source
One of the main considerations when installing a machine is the power
source. Does the machine require single-phase or three-phase power to
operate? What is the horsepower of the motor or motors to be connected?
What is the amount of inrush current that can be expected when the mo
tor starts? Does the motor require some type of reduced voltage starter
to limit inrush current? Is the existing power supply capable of handling
the power requirement of the machine, or is it necessary to install a
new power system? The availability of power can vary greatly from one
area of the country to another. Power companies that supply power to
heavily industrialized areas can generally permit larger motors to be
started across-the-line than companies that supply power to areas that
have light industrial needs. In some areas, the power company may permit
a mo tor of several thousand horsepower to be started across-the-line,
but in other areas the power company may require a reduced voltage starter
for motors rated no more than 100 horsepower.
Motor Connections-- When connecting motors, several factors should be
considered, such as horsepower, service factor (SF), marked temperature
rise, voltage, full-load current rating, and National Electrical Manufacturers
Association (NEMA) Code letter. This information is found on the motor
nameplate. The information found on the nameplate will be discussed in
more detail in a later SECTION. The conductor size, fuse or circuit breaker
size, and overload size are generally determined using the National Electrical
CodeĀ® (NECĀ®) and/or local codes. It should be noted that local codes
generally supersede the National Electrical Code and should be followed
when they apply. Motor installation based on the NEC is covered in this
text.
Motor Type --The type of motor best suited to operate a particular piece
of equipment can be different for different types of machines. Machines
that employ gears generally require a motor that can start at reduced
speed and increase speed gradually. Wound rotor induction motors or squirrel-cage
motors controlled by variable frequency drives are generally excellent
choices for this requirement. Machines that require a long starting period,
such as machines that operate large inertia loads such as flywheels or
centrifuges, require a motor with high starting torque and relatively
low starting current. Squirrel-cage motors with a type A rotor or synchronous
motors are a good choice for these types of loads.
Synchronous motors
have an advantage in that they can provide power factor correction
for themselves or other inductive loads connected to the same power line.
Squirrel-cage motors controlled by variable frequency drives or direct-current
motors can be employed to power machines that require variable speed.
Squirrel-cage induction motors are used to power most of the machines
throughout industry. These motors are rugged and have a proven record
of service unsurpassed by any other type of power source.
Controller Type
The type of controller can vary depending on the requirements of the
motor. Motor starters can be divided into two major classifications:
NEMA (National Electrical Manufacturers Association) and IEC (International
Electrotechnical Commission). NEMA is an American organization that rates
electrical components. NEMA starter sizes range from 00 through 8. A
NEMA size 00 starter is rated to control a 2-horsepower motor connected
to a 460-volt, three-phase power supply. A size 8 starter will control
a 900-horsepower motor connected to a 460-volt, three-phase power source.
IEC starter sizes range from size A through size Z. Size A starters are
rated to control a 3-horsepower motor connected to a 460-volt, three-phase
source. Size Z starters are rated to control a 900-horsepower motor connected
to a 460-volt source. It should be noted that the contact size for an
IEC starter is smaller than for a NEMA starter of the same rating.
It is common practice when using IEC starters to increase the listed
size by one or two sizes to compensate for the difference in contact
size.

FIG. 3 general-purpose enclosure (NEMA 1).
Environment
Another consideration is the type of environment in which
the motor and control system operates.
Can the controls be housed in a general-purpose enclosure similar to
the one shown in FIG. 3, or is the system subject to moisture or dust?
Are the motor and controls to be operated in a hazardous area that requires
explosion-proof enclosures similar to that shown in FIG. 4? Some locations
may contain corrosive vapor or liquid or extremes of temperature. All
of these conditions should be considered when selecting motors and control
components. Another type of starter commonly found in industry is the
combination starter (FIG. 5). The combination starter contains the disconnecting
means, fuses or circuit breaker, starter, and control transformer. It
may also have a set of push buttons or switches mounted on the front
panel to control the motor.

FIG. 4 explosion-proof enclosure (NEMA 7).
FIG. 5 Combination motor starter with circuit breaker, disconnect switch,
starter, and control transformer.
Codes and Standards Another important consideration is the safety of
the operator or persons that work around the machine.
In 1970, the Occupational Safety and Health Act (OSHA) was established.
In general, OSHA requires employers to provide an environment free of
recognized hazards that are likely to cause serious injury.
Another organization that exhibits much influence on the electrical
field is Underwriters Laboratories (UL). Underwriters Laboratories was
established by insurance companies in an effort to reduce the number
of fires caused by electrical equipment. They test equipment to determine
whether it is safe under different conditions. Approved equipment is
listed in an annual publication that is kept current with bimonthly supplements.
Another previously mentioned organization is the National Electrical
Code. The NEC is actually part of the National Fire Protection Association.
They establish rules and specifications for the installation of electrical
equipment. The National Electrical Code is not a law unless it is made
law by a local authority.
Two other organizations that have great influence on control equipment
are NEMA and IEC. Both of these organizations are discussed later in
the text.
Types of Control Systems
Motor control systems can be divided into three major types: manual,
semiautomatic, and automatic. Manual controls are characterized by the
fact that the operator must go to the location of the controller to initiate
any change in the state of the control system. Manual controllers are
generally very simple devices that connect the motor directly to the
line. They may or may not provide overload protection or low-voltage
release. Manual control may be accomplished by simply connecting a switch
in series with a motor (FIG. 1).
Semiautomatic control is characterized by the use of push buttons, limit
switches, pressure switches, and other sensing devices to control the
operation of a magnetic contactor or starter. The starter actually connects
the motor to the line, and the push buttons and other pilot devices control
the coil of the starter. This permits the actual control panel to be
located away from the motor or starter. The operator must still initiate
certain actions, such as starting and stopping, but does not have to
go to the location of the motor or starter to perform the action. A typical
control panel is shown in FIG. 6. A schematic and wiring diagram of a
start-stop push button station is shown in FIG. 7. A schematic diagram
shows components in their electrical sequence without regard for physical
location. A wiring diagram is basically a pictorial representation of
the control components with connecting wires. Although the two circuits
shown in FIG. 7 look different, electrically they are the same.

FIG. 6 Typical push button control center.


FIG. 7 Schematic and wiring diagram of a start-stop push button control.
Automatic control is very similar to semiautomatic control in that pilot
sensing devices are employed to operate a magnetic contactor or starter
that actually controls the motor. With automatic control, however, an
operator does not have to initiate certain actions. Once the control
conditions have been set, the system will continue to operate on its
own. A good example of an automatic control system is the heating and
cooling system found in many homes. Once the thermostat has been set
to the desired temperature, the heating or cooling sys tem operates without
further attention from the home owner. The control circuit contains sensing
devices that automatically shut the system down in the event of an unsafe
condition such as motor overload, excessive current, no pilot light or
ignition in gas heating systems, and so on.
Functions of Motor Control
There are some basic functions that motor control systems perform. The
ones listed below are by no means the only ones but are very common.
These basic functions are discussed in greater detail in this text. It
is important not only to understand these basic functions of a control
system but also to know how control components are employed to achieve
the desired circuit logic.
Starting
Starting the motor is one of the main purposes of a motor control circuit.
There are several methods that can be employed, depending on the requirements
of the circuit. The simplest method is across the-line starting. This
is accomplished by connecting the motor directly to the power line. There
may be situations, however, that require the motor to start at a low
speed and accelerate to full speed over some period of time. This is
often referred to as ramping.
In other situations, it may be necessary to limit the amount of current
or torque during starting. Some of these methods are discussed later
in the text.
Stopping
Another function of the control system is to stop the motor. The simplest
method is to disconnect the motor from the power line and permit it to
coast to a stop. Some conditions, however, may re quire that the motor
be stopped more quickly or that a brake hold a load when the motor is
stopped.
Jogging or Inching
Jogging and inching are methods employed to move a motor with short
jabs of power. This is generally done to move a motor or load into some
desired position. The difference between jogging and inching is that
jogging is accomplished by momentarily connecting the motor to full line
voltage, and inching is accomplished by momentarily connecting the motor
to reduced voltage.
Speed Control
Some control systems require variable speed. There are several ways
to accomplish this. One of the most common ways is with variable frequency
control for alternating-current motors or by controlling the voltage
applied to the armature and fields of a direct-current motor. Another
method may involve the use of a direct-current clutch. These methods
are discussed in more detail later in this text.
Motor and Circuit Protection
One of the major functions of most control systems is to provide protection
for both the circuit components and the motor. Fuses and circuit breakers
are generally employed for circuit protection, and over load relays are
used to protect the motor. The different types of overload relays are
discussed later.
Surge Protection
Another concern in many control circuits is the voltage spikes or surges
produced by collapsing magnetic fields when power to the coil of a relay
or contactor is turned off. These collapsing magnetic fields can induce
voltage spikes that are hundreds of volts (FIG. 8). These high voltage
surges can damage electronic components connected to the power line.
Voltage spikes are of greatest concern in control systems that employ
computer-controlled devices such as programmable logic controllers and
measuring instruments used to sense temperature, pressure, and so on.
Coils connected to alternating current often have a metal oxide varistor
(MOV) connected across the coil (FIG. 9). Metal oxide varistors are voltage-sensitive
resistors. They have the ability to change their resistance value in
ac cord with the amount of voltage applied to them.
The MOV has a voltage rating greater than that of the coil it is connected
across. An MOV connected across a coil intended to operate on 120 volts,
for example, has a rating of about 140 volts. As long as the voltage
applied to the MOV is below its voltage rating, it exhibits an extremely
high amount of resistance, generally several million ohms. The cur rent
flow through the MOV is called leakage current and is so small that it
does not affect the operation of the circuit.
If the voltage across the coil should become greater than the voltage
rating of the MOV, the resistance of the MOV suddenly changes to a very
low value, generally in the range of 2 or 3 ohms. This effectively short-circuits
the coil and prevents the voltage from becoming any higher than the volt
age rating of the MOV (FIG. 10). Metal oxide varistors change resistance
value very quickly, generally in the range of 3 to 10 nanoseconds. When
the circuit voltage drops below the voltage rating of the MOV, it returns
to its high resistance value. The energy of the voltage spike is dissipated
as heat by the MOV.

FIG. 8 Spike voltages produced by collapsing magnetic fields can be
hundreds of volts.

FIG. 9 A metal oxide varistor (MOV) is used to eliminate voltage spikes
on coils connected to alternating current.

FIG. 10 The metal oxide varistor limits the voltage spike to 140 volts.
Diodes are used to suppress the voltage spikes produced by coils that
operate on direct current.
The diode is connected reverse bias to the volt age connected to the
coil (see FIG. 11). During normal operation, the diode blocks the flow
of current, permitting all the circuit current to flow through the coil.
When the power is disconnected, the magnetic field around the coil collapses
and induces a voltage into the coil. Because the induced voltage is opposite
in polarity to the applied volt age (Lenz's Law), the induced voltage
causes the diode to become forward biased. A silicon diode exhibits a
forward voltage drop of approximately 0.7 volt. This limits the induced
voltage to a value of about 0.7 volt. The energy of the voltage spike
is dissipated as heat by the diode.

FIG. 11 A diode is used to prevent voltage spikes on coils connected
to direct current.
Safety
Probably the most important function of any control system is to provide
protection for the opera tor or persons that may be in the vicinity of
the machine. These protections vary from one type of machine to another,
depending on the specific function of the machine. Many machines are
provided with both mechanical and electrical safeguards.
QUIZ
1. When installing a motor control system, list four major factors to
consider concerning the power system.
2. Where is the best place to look to find specific information about
a motor, such as horsepower, voltage, full-load current, service factor,
and full load speed?
3. Is the National Electrical Code a law?
4. Explain the difference between manual control, semiautomatic control,
and automatic control.
5. What is the simplest of all starting methods for a motor?
6. Explain the difference between jogging and inching.
7. What is the most common method of con trolling the speed of an alternating-current
motor?
8. What agency requires employers to provide a workplace free of recognized
hazards for its employees?
9. What is meant by the term ramping?
10. What is the most important function of any control system?
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