Motor selection

THIS INSTRUCTION IS NOT COMPLETED AND NOT READY FOR USE.

The selection of motor includes the following steps (which are described in further detail on this page):

Step 1) Select the motor type

Step 1.1) Identify application and desired motor attributes

Use the table below to select one of four motor types that correspond to your application and the desired motor attributes.

Attribute	Stepper motors	Servo motors	Brushed DC motors	Brushless DC motors
Area of use	Positioning by incremental steps. Low speed and low acceleration.	High speed and high acceleration.	Continuous rotation at high RPMs and constant torque across the motor’s speed range.	Continuous rotation at high RPMs and constant torque across the motor’s speed range.
Suitable applications	• floppy disk drives • flatbed scanners • computer printers • plotters • slot machines • image scanners • compact disc drives • intelligent lighting • camera lenses • CNC machines and 3D printers • Textile machines • Printing presses • Medical imaging machinery • Small robotics • Welding equipment	• Automated manufacturing • Robotics • CNC machinery • Telescopes • Elevators • Conveyor Belts • Camera Auto Focus • Solar Tracking System • Metal Cutting & Metal Forming Machines • Antenna Positioning • Printing Presses/Printers • Automatic Door Openers	• Home appliances • toys • electrical propulsion • cranes • paper machines • steel rolling mills	• Drones • Electric cars • Washing machines • Air Conditioners • Cordless tools • Computer • Fans • Disk drives
Accuracy	High	High (achieved by adding encoder to the system.)	None	Varies
Torque at low speeds	High	High	-	-
Torque at high speeds	Low (can lose up to 80% torque at high speeds)	High	-	-
Cost efficiency	High	Lower (uses rare-earth magnets, may need encoder or gearbox.)	High	Lower
Lifespan	Long life	Shorter	Shorter	-
Size	Compact	High output power relative to size and weight.	Compact	-
Load capacity	Low (might skip steps at high loads.)	High	-	-
Efficiency	Low (constantly draw maximum current independent of load.)	High (80–90% efficiency.)	High	-
Ease of use	• Easily controlled (can be controlled with micro controllers such as the ATmega chips that are readily available on Arduino development boards.) Can stall or lose position without a control loop.	• Higher maintenance if gearbox and encoder is included. • Limited range of motion; positional rotation servos are limited to 180 degrees of motion. • Works in AC or DC drive.	• Torque to Speed Ratio can be altered (exclusive to brushed motors.) • High maintenance requirements due to easily worn out as a result of continuous moving contact.	• Some brushless motors are difficult to control and require a specialized regulator. • Low maintenance.

Step 1.2) Confirm Load characteristic

Look at the Load characteristics type in the table below and identify which Load characteristic corresponds to your application. Then confirm that the motor type you selected from the table above corresponds to the identified Duty cycle.

Load characteristic	Application examples
Torque that is constant	conveyors, extruders, bulk material conveyors, extruders, positive displacement pumps
Torque that changes abruptly	elevators, compactors, punch presses, saws, and batch conveyors
Torque that change gradually over time	centrifugal pumps, fans, blowers, compressors with unloaders

Step 1.3) Confirm Duty cycle type

Look at the Duty cycle types in the table below and identify which Duty cycle corresponds to your application. Then confirm that the motor type you selected from the table above corresponds to the identified Duty cycle.

A duty cycle type specifies the sequence and time duration the motor operation including Starting, Running with no load, Running with a full load, Electric braking, and Rest. How the operations affect motor temperature determines whether increased cooling is needed or whether another motor is suitable.

In the table below, the term "Load" refers to the electrical current (measured in Ampere) that is supplied. This electrical load, or current, corresponds to the mechanical load, or torque, measured in Newton meter. More torque requires more current. The terms "Temperature equilibrium" or "Steady state temperature" simply mean temperature that remains constant.

Type	Full designation	Cycle name	Description	Load and temperature curve	Applications
S1	S1	Continuous duty	The motor is turned on and works at a constant Load for enough time to reach Temperature equilibrium. It then keeps going. An example could be a fan that is turned on and kept on.		Fans, escalators, eMobility solutions, packaging machinery, paper mill drives compressors, conveyers, centrifugal pumps.
S2	Duty type followed by duration of the duty, e.g. S2 40 minutes.	Short-time duty	Constant load but not long enough to reach Temperature equilibrium (unlike S1) and instead enters a rest period long enough for the motor to cool down to ambient temperature.		Crane drivers, drives for household appliances, sluice gate drives, valve drives and machine tool drives.
S3	Duty type followed by cyclic duration factor, e.g. S3 30%.	Intermittent periodic duty	Sequential, identical Run and Rest cycles. The load is constant. Temperature equilibrium is not reached. Unlike S2, the rest periods are not long enough for the motor to cool down to ambient temperature.		Plastics machinery, food and beverage processing.
S4	Duty type followed by cyclic duration factor, moment of inertia of the motor JM, and by the moment of inertia of the load JL (both refer to the motor shaft) e.g. S4 20% JM = 0.15 kg m2 JL = 0.7 kg m2.	Intermittent periodic duty with starting	Sequential, identical Run and Rest cycles. The load is constant but starting uses more current which leads to a rise in temperature. Neither Run and Rest periods are long enough to attain Temperature equilibrium.		Metal cutting, drilling tool drives, mine hoist drives for lift trucks.
S5	Duty type followed by cyclic duration factor, moment of inertia of the motor JM, and by the moment of inertia of the load JL (both refer to the motor shaft) e.g. S5 20% JM = 0.15 kg m2 JL = 0.7 kg m2.	Intermittent periodic duty with electric braking	Sequential, identical cycles of Starting, running at constant load, a quick electric braking period, and a period de-energized and at rest. Thermal equilibrium is not reached in one duty cycle. Braking is done electrically and is quick.. No rest periods.		Several machine tool drives, drives for electric suburban trains and mine hoist.
S6	Duty type followed by cyclic duration factor e.g. S6 30%.	Continuous operation with intermittent load	Sequential, identical cycles of running with constant load and running with no load. No rest periods (unlike S3). Thermal equilibrium is not rached in one duty cycle.		Pressing, cutting, shearing and drilling machine drives.
S7	Duty type followed by moment of inertia of the motor JM and the moment of inertia of the load JL (S7 JM = 0.4 kg m2 JL = 7.5 kg m2).	Continuous operation with electric braking	Sequential identical cycles of starting, running at constant load and electric braking. No rest periods.		Blooming mills for steel manufacturing, supply chain machinery across material handling, some medical technologies, including precision applications.
S8	Duty type followed by moment of inertia of the motor JM, moment of inertia of the load JL, load, speed and cyclic duration factor, for each speed condition (S8 JM = 0.7 kg m2JL = 8kgm2 25kW 800rpm 25% 40kW 1250rpm 20% 25 kW 1000 rpm 55%).	Continuous operation with periodic changes in load and speed	Identical duty cycles, each consisting of a time of operation at constant load corresponding to a predetermined speed of rotation, followed by one or more times of operation at other constant loads corresponding to different speeds of rotation. No rest periods.
S9	S9	Duty with non-periodic load and speed variations	Motor is run non-periodically with varying load and speed within the permissible operating range. This duty includes frequently appplied overloads which may greatly exceed the reference load.
S10	Duty type followed by per unit quantities p/Δt for the partial load and its duration, per unit quantity TL which represents the thermal life expectancy of the insulation system related to thermal life expectancy in case of duty type S1 with rated output, and by quantity r which indicates load for a time de-energized and at rest, e.g. S10 p/Δt = 1.1/0.4; 1/0.3; 0.9/0.2; r/0.1 TL = 0.6.	Duty with discrete constant loads and speeds	A specific number of discrete values of load maintained for a sufficient time to allow the machine to reach thermal equilibrium. The minimum load during a duty cycle may have value zero and be relevant to a no- load or rest condition.

Step 2) Select Drive mechanism

Select a type of Drive mechanism that is suitable to your application.

Application factors	Belt drives	Chain drives	Rack/Gear and pinion	Roller Pinon/rack	Leadscrews	Ballscrews	Linear Motors
Accuracy	Low	Low	Low-High	High	Low	Low-High	High
Backlash/Vibration	A consideration	A consideration	A consideration	Near Zero	A consideration	A consideration	Near Zero
Acceleration	Medium	Low	High	High	Low	Medium	High
Speed	Medium	Low	Medium	High	Low	Medium	High
Load capacity	Low	Medium	High	High	Low	High	Low
Length	Shorter	Shorter	Long	Long	Shorter	Shorter	Moderate
High wear and short life	A consideration	A consideration	A consideration	Long life	A consideration	A consideration	Long life
Maintenance	A consideration	A consideration	A consideration	Low to none	A consideration	A consideration	Low to none
Noise level	Medium	High	Medium	Low	High	Medium	Low
Dust and dirt emissions	High	High	Moderate	Low to none	Moderate	Moderate	Low to none

Step 3) Calculate needed Power, Torque, and Speed

Now that have selected the Motor type, we must select the power of the motor. If the motor is under-dimensioned, it won't be powerful enough to perform its intended task. If the motor is over-dimensioned, it's price and operation cost will be too high.

Step 3.1) Calculate the needed torque

T = F * r

where

T: Torque

F: Force

r: Radius

Consider the image to the right as an example for understanding Torque. It shows a pulley connected to a motor lifting a box via a rope. The torque will act on the point A.

The box will pull down with a force:

F = m * g

where

F: Force

m: Mass

g: Gravity of Earth

The gravity of Earth is 9.81 m/s2.

Let's assume the mass M of the box is equal to 10 kilos.

The force F is then calculated like this:

F = m * g = 10 * 9.81 = 90.81 kg * m/s2 = 90.81 N.

Now, the final step to calculating the torque is to multiply the force F by the radius r (the distance from point A to the edge of the pulley.)

Let's assume the radius r is equal to 0.1 m.

The Torque will then be calculated like this:

T = F * r = 90.81 x 0.1 = 9.81 Nm.

Step 3.2 Calculate the needed power

P = T * ((2 * pi * N) / 60)

where

P: Power

T: Torque

N: Speed

If the Torque was calculated to 9.81 as in the example above and the speed was assumed to be 10 RPM, the power is calculated like this: P = T * ((2 * pi * N) / 60) = 9.81 * ((2 * pi * 10) / 60) = 10.27 Watt

Step 4) Determine the application's Motion Profile

Select motor

One of the most important things about choosing a new motor is one whose speed torque curve exceed that of the load torque curve.

Step 5) Select gears

Main article: Gear for detailed description and gear calculation.

Gears, just like spurs and sprockets, are mechanisms used to transfer energy by rotary motion.

They can all be used to change the following:

• Speed of rotation
• Direction of rotation
• Amount of torque available to do work