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complete formulae list of electrical machines

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Contents

• Notation

• Transformers

• Induction Machines

• Synchronous Machines

• Direct Current Machines

• Efficiency

• Temperature Rise

• Dielectric Dissipation Factor

Notation

The symbol font is used for some notation and formulae. If the Greek symbols for

alpha beta delta do not

appear here [ α β δ ] the symbol font needs to be installed for correct display of

notation and formulae.

S [volt-amps, VA]

B susceptance [siemens, S] voltamperes

s [per-unit]

E induced voltage [volts, V] slip

T [newton-metres,

f frequency [hertz, Hz] torque

V Nm]

G conductance [siemens, S] terminal voltage

X [volts, V]

I current [amps, A] reactance

Y [ohms, Ω]

j j-operator [1∠90°] admittance

Z [siemens, S]

k coefficient [number] impedance

m number of phases [number] δ loss angle [ohms, Ω]

N number of turns [number] Φ magnetic flux [degrees, °]

n rotational speed [revs/min] φ phase angle [webers, Wb]

P power [watts, W] η efficiency [degrees, °]

p pole pairs [number] temperature [per-unit]

θ [centigrade, °C]

R resistance [ohms, Ω] ω angular speed

[radians/sec]

Transformers

For an ideal two-winding transformer with primary voltage V1 applied across N1 primary

turns and secondary voltage V2 appearing across N2 secondary turns:

V1 / V2 = N1 / N2

The primary current I1 and secondary current I2 are related by:

I1 / I2 = N2 / N1 = V2 / V1

For an ideal step-down auto-transformer with primary voltage V1 applied across (N1 +

N2) primary turns and secondary voltage V2 appearing across N2 secondary turns:

V1 / V2 = (N1 + N2) / N2

The primary (input) current I1 and secondary (output) current I2 are related by:

I1 / I2 = N2 / (N1 + N2) = V2 / V1

Note that the winding current is I1 through the N1 section and (I2 - I1) through the N2

section.

For a single-phase transformer with rated primary voltage V1, rated primary current I1,

rated secondary voltage V2 and rated secondary current I2, the voltampere rating S is:

S = V1I1 = V2I2

For a balanced m-phase transformer with rated primary phase voltage V1, rated primary

current I1, rated secondary phase voltage V2 and rated secondary current I2, the

voltampere rating S is:

S = mV1I1 = mV2I2

The primary circuit impedance Z1 referred to the secondary circuit for an ideal

transformer with N1 primary turns and N2 secondary turns is:

Z12 = Z1(N2 / N1)2

The secondary circuit impedance Z2 referred to the primary circuit for an ideal

transformer with N1 primary turns and N2 secondary turns is:

Z21 = Z2(N1 / N2)2

The voltage regulation ∆V2 of a transformer is the rise in secondary voltage which

occurs when rated load is disconnected from the secondary with rated voltage applied

to the primary. For a transformer with a secondary voltage E2 unloaded and V2 at rated

load, the per-unit voltage regulation ∆V2pu is:

∆V2pu = (E2 - V2) / V2

Note that the per-unit base voltage is usually V2 and not E2.

Open Circuit Test

If a transformer with its secondary open-circuited is energised at rated primary voltage,

then the input power Poc represents the core loss (iron loss PFe) of the transformer:

Poc = PFe

The per-phase star values of the shunt magnetising admittance Ym, conductance Gm

and susceptance Bm of an m-phase transformer are calculated from the open-circuit test

results for the per-phase primary voltage V1oc, per-phase primary current I1oc and input

power Poc using:

Ym = I1oc / V1oc

Gm = mV1oc2 / Poc

Bm = (Ym2 - Gm2)½

Short Circuit Test

If a transformer with its secondary short-circuited is energised at a reduced primary

voltage which causes rated secondary current to flow through the short-circuit, then the

input power Psc represents the load loss (primary copper loss P1Cu, secondary copper

loss P2Cu and stray loss Pstray) of the transformer:

Psc = P1Cu + P2Cu + Pstray

Note that the temperature rise should be allowed to stabilise because conductor

resistance varies with temperature.

If the resistance of each winding is determined by winding resistance tests immediately

after the short circuit test, then the load loss of an m-phase transformer may be split into

primary copper loss P1Cu, secondary copper loss P2Cu and stray loss Pstray:

P1Cu = mI1sc2R1star

P2Cu = mI2sc2R2star

Pstray = Psc - P1Cu - P2Cu

If the stray loss is neglected, the per-phase star values referred to the primary of the

total series impedance Zs1, resistance Rs1 and reactance Xs1 of an m-phase transformer

are calculated from the short-circuit test results for the per-phase primary voltage V1sc,

per-phase primary current I1sc and input power Psc using:

Zs1 = V1sc / I1sc = Z1 + Z2(N12 / N22)

Rs1 = Psc / mI1sc2 = R1 + R2(N12 / N22)

Xs1 = (Zs12 - Rs12)½ = X1 + X2(N12 / N22)

where Z1, R1 and X1 are primary values and Z2, R2 and X2 are secondary values

Winding Resistance Test

The resistance of each winding is measured using a small direct current to avoid

thermal and inductive effects. If a voltage Vdc causes current Idc to flow, then the

resistance R is:

R = Vdc / Idc

If the winding under test is a fully connected balanced star or delta and the resistance

measured between any two phases is Rtest, then the equivalent winding resistances Rstar

or Rdelta are:

Rstar = Rtest / 2

Rdelta = 3Rtest / 2

The per-phase star primary and secondary winding resistances R1star and R2star of an m-

phase transformer may be used to calculate the separate primary and secondary

copper losses P1Cu and P2Cu:

P1Cu = mI12R1star

P2Cu = mI22R2star

Note that if the primary and secondary copper losses are equal, then the primary and

secondary resistances R1star and R2star are related by:

R1star / R2star = I22 / I12 = N12 / N22

The primary and secondary winding resistances R1 and R2 may also be used to check

the effect of stray loss on the total series resistance referred to the primary, Rs1,

calculated from the short circuit test results:

Rs1 = R1 + R2(N12 / N22)

Induction Machines

The synchronous rotational speed ns and synchronous angular speed ω s of a machine

with p pole pairs running on a supply of frequency fs are:

ns = 60fs / p

ω s = 2πfs / p = 2πns / 60

The per-unit slip s of an induction machine of synchronous rotational speed ns running

at rotational speed nm is:

s = (ns - nm) / ns

Rearranging for rotational speed nm:

nm = (1 - s)ns

Using angular speed ω instead of rotational speed n:

ω m = (1 - s)ω s

The rated load torque TM for a rated output power PM is:

TM = PM / ω m = 60PM / 2πnm

For an induction machine with Ns stator turns and Nr rotor turns running at slip s on a

supply of voltage Es and frequency fs, the rotor induced voltage and frequency Er and fr

are:

Er = sEsNr / Ns

fr = sfs

For a rotor current Ir, the equivalent stator current Irs is:

Irs = IrNr / Ns

Note that the rotor / stator ratios are Ns / Nr for current, sNr / Ns for voltage and s for

frequency.

For an induction machine with rotor resistance Rr and locked rotor leakage reactance

Xr, the rotor impedance Zr at slip s is:

Zr = Rr + jsXr

The stator circuit equivalent impedance Zrf for a rotor / stator frequency ratio s is:

Zrf = Rrs / s + jXrs

For an induction motor with synchronous angular speed ω s running at angular speed ω m

and slip s, the airgap transfer power Pt, rotor copper loss Pr and gross output power Pm

for a gross output torque Tm are related by:

Pt = ω sTm = Pr / s = Pm / (1 - s)

Pr = sPt = sPm / (1 - s)

Pm = ω mTm = (1 - s)Pt

The power ratios are:

Pt : Pr : Pm = 1 : s : (1 - s)

The gross motor efficiency η m (neglecting stator and mechanical losses) is:

η m = Pm / Pt = 1 - s

An induction machine can be operated as a generator, a motor or a brake:

- for negative slip (speed above synchronous) the machine is a generator,

- for positive slip between 0 and 1 (speed below synchronous) the machine is a motor,

- for positive slip greater than 1 (speed negative) the machine is a brake,

In all cases the magnetizing current (at lagging power factor) is provided by the supply

system.

No Load Test

If an induction machine with its rotor unloaded is energised at rated voltage, then the

input power represents the sum of the iron loss and mechanical loss of the machine.

Locked Rotor Test

If an induction machine with its rotor locked is energised at a reduced voltage which

causes rated current input, then the input power represents the sum of the full load

copper loss and stray loss of the machine.

Stator Resistance Test

The resistance of the stator winding is measured using a small direct current.

Synchronous Machines

The synchronous rotational speed ns and synchronous angular speed ω s of a machine

with p pole pairs running on a supply of frequency fs are:

ns = 60fs / p

ω s = 2πfs / p

The output power Pm for a load torque Tm is:

Pm = ω sTm

The rated load torque TM for a rated output power PM is:

TM = PM / ω s = PMp / 2πfs = 60PM / 2πns

Synchronous Generator

For a synchronous generator with stator induced voltage Es, stator current Is and

synchronous impedance Zs, the terminal voltage V is:

V = Es - IsZs = Es - Is(Rs + jXs)

where Rs is the stator resistance and Xs is the synchronous reactance

Synchronous Motor

For a synchronous motor with stator induced voltage Es, stator current Is and

synchronous impedance Zs, the terminal voltage V is:

V = Es + IsZs = Es + Is(Rs + jXs)

where Rs is the stator resistance and Xs is the synchronous reactance

Note that the field excitation of a parallelled synchronous machine determines its power

factor:

- an under-excited machine operates with a leading power factor,

- an over-excited machine operates with a lagging power factor.

The field excitation of an isolated synchronous generator determines its output voltage.

Shunt Generator

For a shunt generator with armature induced voltage Ea, armature current Ia and

armature resistance Ra, the terminal voltage V is:

V = Ea - IaRa

The field current I f for a field resistance R f is:

If = V / Rf

The armature induced voltage Ea and torque T with magnetic flux Φ at angular speed ω

are:

Ea = k fΦω = kmω

T = k fΦIa = kmIa

where k f and km are design coefficients of the machine.

Note that for a shunt generator:

- induced voltage is proportional to speed,

- torque is proportional to armature current.

The airgap power Pe for a shunt generator is:

Pe = ωT = EaIa = kmω Ia

Shunt Motor

For a shunt motor with armature induced voltage Ea, armature current Ia and armature

resistance Ra, the terminal voltage V is:

V = Ea + IaRa

The field current I f for a field resistance R f is:

If = V / Rf

The armature induced voltage Ea and torque T with magnetic flux Φ at angular speed ω

are:

Ea = k fΦω = kmω

T = k fΦIa = kmIa

where k f and km are design coefficients of the machine.

Note that for a shunt motor:

- induced voltage is proportional to speed,

- torque is proportional to armature current.

The airgap power Pe for a shunt motor is:

Pe = ωT = EaIa = kmω Ia

Series Motor

For a series motor with armature induced voltage Ea, armature current Ia, armature

resistance Ra and field resistance R f, the terminal voltage V is:

V = Ea + IaRa + IaR f = Ea + Ia(Ra + R f)

The field current is equal to the armature current.

The armature induced voltage Ea and torque T with magnetic flux Φ at angular speed ω

are:

Ea = k fΦω Ia = kmω Ia

T = k fΦIa2 = kmIa2

where k f and km are design coefficients of the machine.

Note that for a series motor:

- induced voltage is proportional to both speed and armature current,

- torque is proportional to the square of armature current,

- armature current is inversely proportional to speed for a constant induced voltage.

The airgap power Pe for a series motor is:

Pe = ωT = EaIa = kmω Ia2

Efficiency

The per-unit efficiency η of an electrical machine with input power Pin, output power Pout

and power loss Ploss is:

η = Pout / Pin = Pout / (Pout + Ploss) = (Pin - Ploss) / Pin

Rearranging the efficiency equations:

Pin = Pout + Ploss = Pout / η = Ploss / (1 - η)

Pout = Pin - Ploss = ηPin = ηPloss / (1 - η)

Ploss = Pin - Pout = (1 - η)Pin = (1 - η)Pout / η

For an electrical machine with output power Pout (proportional to current) and power loss

Ploss comprising a fixed loss Pfix (independent of current) plus a variable loss Pvar

(proportional to square of current) the efficiency is a maximum when Pvar is equal to Pfix.

For a transformer, Pfix is the iron loss and Pvar is the copper loss plus the stray loss.

For an induction machine, Pfix is the iron loss plus the mechanical loss and Pvar is the

copper loss plus the stray loss.

Energy Conversion

Comparing megawatt-hours and gigajoules, 1 MWh is equivalent to 3.6 GJ. For an

energy conversion process with a per-unit efficiency η, 1 MWh of energy output is

obtained from (3.6 / η) GJ of energy input.

Temperature Rise

The resistance of copper and aluminium windings increases with temperature, and the

relationship is quite linear over the normal range of operating temperatures. For a linear

relationship, if the winding resistance is R1 at temperature θ 1 and R2 at temperature θ 2,

then:

R1 / (θ 1 - θ 0) = R2 / (θ 2 - θ 0) = (R2 - R1) / (θ 2 - θ 1)

where θ 0 is the extrapolated temperature for zero resistance.

The ratio of resistances R2 and R1 is:

R2 / R1 = (θ 2 - θ 0) / (θ 1 - θ 0)

The average temperature rise ∆θ of a winding under load may be estimated from

measured values of the cold winding resistance R1 at temperature θ 1 (usually ambient

temperature) and the hot winding resistance R2 at temperature θ 2, using:

∆θ = θ 2 - θ 1 = (θ 1 - θ 0) (R2 - R1) / R1

Rearranging for per-unit change in resistance ∆Rpu relative to R1:

∆Rpu = (R2 - R1) / R1 = (θ 2 - θ 1) / (θ 1 - θ 0) = ∆θ / (θ 1 - θ 0)

Note that the resistance values are measured using a small direct current to avoid

thermal and inductive effects.

Copper Windings

The value of θ 0 for copper is - 234.5 °C, so that:

∆θ = θ 2 - θ 1 = (θ 1 + 234.5) (R2 - R1) / R1

If θ 1 is 20 °C and ∆θ is 1 degC:

∆Rpu = (R2 - R1) / R1 = ∆θ / (θ 1 - θ 0) = 1 / 254.5 = 0.00393

The temperature coefficient of resistance of copper at 20 °C is 0.00393 per degC.

Aluminium Windings

The value of θ 0 for aluminium is - 228 °C, so that:

∆θ = θ 2 - θ 1 = (θ 1 + 228) (R2 - R1) / R1

If θ 1 is 20 °C and ∆θ is 1 degC:

∆Rpu = (R2 - R1) / R1 = ∆θ / (θ 1 - θ 0) = 1 / 248 = 0.00403

The temperature coefficient of resistance of aluminium at 20 °C is 0.00403 per degC.

Note that aluminium has 61% of the conductivity and 30% of the density of copper,

therefore for the same conductance (and same resistance) an aluminium conductor has

164% of the cross-sectional area, 128% of the diameter and 49% of the mass of a

copper conductor.

If an alternating voltage V of frequency f is applied across an insulation system

comprising capacitance C and equivalent series loss resistance RS, then the voltage VR

across RS and the voltage VC across C due to the resulting current I are:

VR = IRS

VC = IXC

V = (VR2 + VC2)½

The dielectric dissipation factor of the insulation system is the tangent of the dielectric

loss angle δ between VC and V:

tanδ = VR / VC = RS / XC = 2πfCRS

RS = XCtanδ = tanδ / 2πfC

Note that an increase in the dielectric losses of a insulation system (from an increase in

the series loss resistance RS) results in an increase in tanδ. Note also that tanδ

increases with frequency.

The dielectric power loss P is related to the capacitive reactive power QC by:

P = I2RS = I2XCtanδ = QCtanδ

The power factor of the insulation system is the cosine of the phase angle φ between VR

and V:

cosφ = VR / V

so that δ and φ are related by:

δ + φ = 90°

tanδ and cosφ are related by:

tanδ = 1 / tanφ = cosφ / sinφ = cosφ / (1 - cos2φ)½

so that when cosφ is close to zero, tanδ ≈ cosφ

Note that the series loss resistance RS is not related to the shunt leakage resistance of

the insulation system (which is measured using direct current).

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