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Abstract This document provides information on how to II. UNDERSTANDING MOTOR PERFORMANCE
enhance the performance and life of electric motors used in the
petroleum and chemical industry. It covers purchasing the A common misunderstanding is that the optimum motor
correct motor for a given application, installing it correctly, and performance always occurs at the rated horsepower shown on
operating it within parameters that will maximize the motors the motor nameplate. Hence, the motor may not be oversized
performance and life. By doing so, the life cycle costs can be for fear it will increase operating expenses. However as can be
minimized and reliability will be maximized. seen in Fig. 1, induction motor efficiency remains near the
nameplate value from about two thirds load to full load.
Index Terms Efficiency, motor, loading, benchmarking, Efficiency usually peaks between these two load points.
repair-replace, VFD applications.
I. INTRODUCTION
1
Operating a motor at or above service factor load should be
avoided. While it may be necessary to run the motor at a
higher than nominal load point on an intermittent basis under
conditions not intended to be a regular part of the base load,
intentional use of the motor into the service factor rating has
negative consequences on performance and life. Efficiency
and operating temperature are significantly affected at service
factor load and above. Fig. 3 shows the drop in efficiency of 0.6
points and increase in operating temperature by 15 degrees
Celsius; this is nearly 25% higher than at full load. This results
in an increased aging rate of the winding insulation, thus
reducing its life expectancy by 50%.
2
supplied for the motor. It is important to save this document for
future reference as it can be quite useful later on. Fig. 8 shows
a typical example of the data provided.
3
4. It is also possible to obtain complete performance data on a. Acceleration / Safe stall time curve(s)
the very same motor that is to be installed at the location. b. Noise test
When requested, usually at additional expense, the motor can c. Vibration test
be tested and a complete test report provided. For many motor
d. Water immersion test
manufacturers, it is even possible for this test to be witnessed
by the customer(s), usually with additional cost. This test is e. Various insulation / coil tests
quite extensive and usually includes a heat run at rated load, f. Reed critical frequency data for vertical motors
locked rotor torque and breakdown torque test, starting current
determination and a performance test to determine efficiency, IV. MOTOR START-UP ISSUES AND BENCHMARKING [4]
power factor and current at various load points. Fig. 10 shows
a typical example of the test report. Most issues associated with new motor installation and start-
up deal with the mechanical aspects of mounting, coupling and
alignment of the motor to the driven equipment. This is
particularly true when dealing with vibration issues. For this
reason it is critical to have the actual vibration data as obtained
at the factory so it can be compared to the data obtained during
startup.
Often, the amount of time between the initial factory tests and
those conducted during installation and commissioning can be
significant. The motor could be subjected to many detrimental
influences during this period. Hence, a winding insulation to
ground test (megger test) should be conducted. Sometimes,
this test is skipped in favor of the dielectric proof test, also
known as the high potential (hi-pot) test. Be very cautious as
this test is a destructive test. The hi-pot test should never be
conducted at the original test voltage, nor even at a reduced
value unless the megger test indicates a high reading to begin
with. In the case where the megger values are too low, the
motor should be serviced before starting. IEEE Standard 43
[5,] is a good guide in recommending values for test results.
When practical, the voltage and phase currents should be
recorded immediately after start-up and kept for future
reference. It is helpful to do this at both no-load and when the
Fig. 10 Complete Test Report motor is loaded. In some cases the service voltage can vary
significantly between night and day, hence the time the data is
5. Another source of useful information is the speed-torque, obtained should also be recorded. It is important to also record
speed-current curve. Again, this can be typical or actual test the amount of voltage variation between phases. If the
data. Fig. 11 shows an example of this curve set. unbalance is more than one percent, an evaluation should be
made to determine if the driven load can be devalued,
otherwise corrective actions are necessary.
Infrared Thermography (IRT) is a very good tool for
benchmarking the motors thermal pattern. Collecting these
images at no load and at a known operating point after the
motor has reached thermal equilibrium can be very useful. It is
recommended to record voltage and current at the time these
images are taken. Keeping these results for future reference is
highly recommended as a baseline.
Benchmarking, including the proper collection and availability
of this data will assist the operators and maintenance personnel
in recognizing changes in motor or system performance in time
to prevent unplanned outages. The ideal practice is to regularly
collect data and use data plots to show trends in system
performance. It is ideal to have cradle to the grave
documentation. The value of this, of course, depends upon the
size of the motor and the nature of the application. It is always
better to anticipate an evolving problem than to be forced to
respond to a problem unexpectedly. This documentation may
.
also be of great assistance to motor service center personnel.
Fig. 11 Example of Speed-Torque/Current Curve
Unfortunately, in many cases this useful data is stored away in
a safe place and not readily available. Oftentimes the
6. There are many more parameters of motor performance
personnel that need this information are not even aware of its
that can be obtained when purchasing the motor. A sample
existence.
listing follows. Usually, test data comes with additional cost.
4
V. REPAIR-REPLACE DECISION MODEL provides a guideline by defining various levels of repair. The
levels of repair are:
In the past, the decision to repair or replace an electric motor
was primarily driven by the cost of energy and potential Level 1
savings. In many cases, that is still a major factor. However, Basic reconditioning: Includes replacing bearings, new
there are a number of other factors influencing the true life cycle lubricant, cleaning all parts, and adding seals or other
cost of operating a motor that should be considered. Factors accessories as agreed with customer.
such as the availability of a satisfactory replacement, available
capital funds, time and cost constraints associated with down Level 2
time, end of life cycle for the driven equipment or the need for Include Level 1 with the addition of varnish treatment of
special modifications that could prevent future failures are all stator windings, repair of worn bearing fits and
important considerations. straightening of bent shafts.
Of all of these considerations, future reliability with the related
consequences of an unplanned failure may be the most critical Level 3
factor. The following case study illustrates this point. Include Level 2 as well as rewinding the stator with new
coils and insulation.
Case Study
Level 4
Include Level 3 with the addition of major lamination
repair or rotor re-barring. This may include restacking of
the stator laminations which may include replacement of
any damaged laminations. For the rotor, it may include
shaft replacement. This level involves major repairs that
are costly enough to justify examining complete motor
replacement.
Level 5
This level is for a motor that should be replaced, if not for
the owners inability to operate without it (i.e. no spare or
unacceptable lead time for replacement). This level
includes misapplication of motors, inadequate enclosures
and pre U-frame motors.
Fig. 12 Rotor of Failed Motor in Case Study
As these five levels imply, the damage resulting from a motor
The induction motor is 300 hp, 3600 RPM, 2300 VAC, TEFC,
failure varies widely, as do the associated repair costs. An
Petro-Chem duty, with an efficiency level prior to the Energy
evaluation process that fails to consider these levels of repair is
Policy Act of 1992. The application is pumping a flammable
too simplistic, and may lead to an inaccurate assessment that
fluid.
minimizes the actual financial impact to the business.
After repeated ball bearing failures on the driven end, the
final failure was catastrophic and caused a major fire in the
VI. UNUSUAL SERVICE CONDITIONS
plant: see Fig. 12. The down time of this system was more
than one year and the total costs of repairs and downtime were
NEMA MG1-Part 14.2 outlines usual and unusual service
in the hundreds of thousands of dollars.
conditions that should be considered in the proper selection of
A complete root cause failure analysis would have revealed
electric motors. These conditions also apply to the Petro-
that this motor was not the right one for this application. Due to
Chemical industry. NEMA standards should also be combined
the extreme radiant heat of the equipment at the driven end of
and considered along with appropriate IEEE and API
the motor, a special bearing/lubrication design, complete with
standards. An abbreviated list of the unusual conditions
bearing temperature detectors and vibration probes, should
outlined in Part 14 of NEMA MG-1 is paraphrased below for
have been provided.
future reference. Note: this is not a complete list of all abnormal
In this case there were two options available to choose from.
conditions; they are presented to serve as a guide to the types
The first was to consider the appropriate modifications at a
of issues to consider.
qualified service center. The second was to consider an
appropriate replacement motor. And yet a third option could
The manufacturer should be consulted if any unusual service
have been to repair the existing motor by simply replacing the
conditions exist which may affect the construction or operation
failed bearing while ordering a replacement motor with the
of the motor. Among such conditions are:
needed modifications. By analyzing the benefits of each option,
a. Exposure to:
the best case solution could have been reached and an
expensive catastrophic failure avoided. Lint or very dirty operating conditions where heavy
In this case, replacing the failed motor with a more energy accumulation may interfere with normal operation
efficient motor but without the needed modifications would not Chemical fumes, flammable or explosive gasses
have been a wise choice even if the payback had been Steam, salt-laden air or oil vapor
attractive. Abnormal shock, vibration, or mechanical loading
The Electrical Apparatus Service Association (EASA) [6] from external sources
5
Very damp or dry locations, radiant heat, vermin recommendations.
infestation, or atmospheres conducive to fungus An important part of benchmarking at start-up and
growth. commissioning is to assure that vibration issues associated with
Abnormal axial or side thrust imposed on the shaft mounting and misalignment are avoided. Monitoring the
b. Operation where: bearing temperatures at no load and under load can be very
There is excessive departure from rated voltage, useful information in assuring that the bearings will not have
frequency, or both premature failure.
The deviation factor of the ac supply voltage
exceeds 10 percent VIII. COMMISSIONING OF VARIABLE FREQUENCY
The ac supply voltage is unbalanced by more than 1 DRIVE (VFD) APPLICATIONS
percent
Low noise level is required (<85 dbA at 1m) While the application of VFDs to control the speed of electric
The power system is not grounded motors driving equipment such as pumps and fans has resulted
c. Operation at speeds above the highest rated speed in major energy savings and improved system performance,
d. Operation in a poorly ventilated room, in a pit, or in an there continue to be issues during start up and premature motor
inclined position winding and bearing failures after some run-in time. These
e. Operation where the motor is subjected to: issues can be eliminated or minimized with proper planning and
consideration. The following tips may help to reduce some of
Torsional impact loads
these problems:
Repetitive abnormal overloads
1. Avoid excessive cable runs that may cause standing
It is very important to share any unusual service condition
with the motor manufacturer. For example, in the previous wave or ringing problems.
case study, exposure to flammable fluids or vapors and 2. Select supply cables that are suitable for VFD
exposure to excessive radiant heat are two of the conditions applications to avoid common mode voltage issues.
that should have been communicated to the motor supplier. 3. Avoid operating the drive at excessive carrier
frequencies that impose high voltage spikes on the
VII. BEARING ISSUES AND SELECTION motor winding.
4. Install output filters or other appropriate devices to
The scope of this section focuses on the anti-friction rolling
element bearing, aka Conrad bearing, which is the most achieve the best wave form imposed on the motor
common type of bearing used in IEEE 841 motors. The winding at the motor terminals.
number one cause of downtime for electric motors used in 5. When retro-fitting a drive to a motor, be sure that the
industrial applications is bearing failure. Unfortunately when the motor is designed for VFD applications such as NEMA
motor fails, the usual action is to just replace the bearing and MG-1, Part 31. This is particularly true for winding
the follow-through action of determining why it failed in the first insulation systems that are oxidized, brittle or cracked.
place is not taken. Likely, this is due to the urgency of putting
the motor back in service or finding a replacement motor. 6. Larger horsepower, high speed motors with frequent
Unfortunately, this is what happened in the case study starting requirements may not be suitable for random
referenced earlier in section V. In that study, review of the wound stators due to excessive coil movement during
records showed that the drive-end bearing had failed a total of the start.
nine times. At the very minimum, bearings should be retained
and inspected, or sent to the manufacturer for analysis. The most important thing to do to ensure a successful startup
The most common causes of premature bearing failure are of a VFD application is to actually verify that the voltage wave
improper lubrication practices, excessive heating, vibration, form supplied to the motor at the motor terminals, and ensure
misalignment, mounting issues and contamination. These the common mode voltage to ground is within acceptable limits
should always be considered in the root cause failure analysis. as specified by the motor and drive manufacturer.
There have also been cases where the proper bearing was
not selected for the particular application. For example, an IX. VIBRATION ISSUES
application that requires frequent re-lubrication should normally
use an open bearing, without shields or seals. Another In many instances vibration data is not taken or recorded
example, where there is severe radial load, a roller bearing during the startup and commissioning phase. This is
should be used. Another example, where there is significant unfortunate; should operational problems occur, there is no
axial thrust load, an angular thrust bearing or even a spherical benchmarking data available to assess what changes may
roller bearing should be used. The point is that lubrication have occurred since installing the motor. A number of motor
requirements and loading should be communicated to the suppliers provide vibration data on IEEE 841 and API motors.
motor supplier when these conditions are unusual or extreme. When the motor arrives at the job site as part of the driven
The act of proper bearing re-lubrication is an important equipment, it is highly recommended that this information be
consideration. Nearly every motor service center will state that provided to the end user for future reference. When a vibration
over-lubrication and under-lubrication of rolling element problem does occur, there are a number of things that should
bearings is a common problem. Depending on the application be considered in order to isolate the problem.
and the environment, lubrication cycles should be established 1. Check for soft foot issues.
and followed. The type of lubricant should be clearly prescribed 2. Measure the shaft and coupling run out.
and must be compatible with the motor manufacturers
6
3. Inspect the mounting base. Form wound stator coils are made with insulated
4. Isolate the motor from the driven equipment. rectangular wire. The coils are insulated with a variety of
5. Compare the vibration at no load and full load. different materials whose thickness and type varies
depending on the motor voltage. The coil is preformed,
Perhaps the most obvious consideration is to compare the insulated, and then inserted into the stator slot.
original vibration data recorded at the factory with that on the The stator slots between the two are also different. The
job site. In some cases this may require uncoupling the motor, random wound slot is semi-closed, therefore the coil can only
but, in the long run, time is saved in getting to the root cause. be inserted a few wires at a time; whereas the form wound
slot is completely open so that the coil can be inserted as a
X. PROPER CARE OF THE STATOR WINDING complete coil.
Form wound coils are normally used in motors with
One of the most vulnerable parts of the motor is the stator voltage greater than 600 VAC and also in low voltage motors
winding (the other is the bearing system). The stator winding is greater than 500 hp. Figs. 13 and 14 show the difference
where all of the electrical energy is received and the conversion between these two different coil designs. Fig. 14 shows two
to mechanical energy starts. Many of the environmental different types of random wound coils. The first is a
stresses that may occur to the motor impinge on it. The concentric wound coil; it is usually used in smaller motors
winding is exposed to power system voltage transients, spikes, where the coil is inserted by machine. The second is a lap
surges, harmonics, unbalance, single-phasing, etc and is wound coil that is hand-inserted; it is normally used in larger
sensitive to over-heating conditions as well. When issues arise, motors.
whether during startup, normal or unplanned operations, the
stator is often the weak link. Each section in this document, in
one way or another, discusses either a direct or indirect effect
on the performance and life of the stator winding. Even the
bearing system can impact the stator winding life: Issues with
over-lubrication and catastrophic bearing failure can damage
the winding. Vibration issues can lead to bearing failure that
can lead to the rotor striking the stator.
The following points are given in consideration of the proper
care and servicing of the winding:
1. Clean, dry windings usually last longer.
2. Regular, scheduled inspection and maintenance can
prevent winding failures.
3. Periodic testing of the winding insulation system can
predict impending problems.
4. Comparing benchmarked data to the current status of Fig. 13 Random and Form Coils
the winding can be useful to identify negative trends.
5. Do not operate the motor in an overloaded condition
for extended periods of time.
6. Assure that the quality of the applied voltage
waveform is as close to design values as practical.
7. Apply balanced 3-phase power as close to the
nominal nameplate voltage as possible.
8. Consider adding lightning and surge protection if there
is a possibility of significant transient voltages.
9. Assure that motor over current protection is set at the
proper levels.
7
fraction of full load current as it varies greatly by motor pole 4. How does one estimate motor temperature rise under
count; it ranges from 1/3 - 2/3 of full load current. Because of load?
this variation, it is useful to have the no load saturation curve
or no load current as provided by the motor supplier. It is difficult to estimate the exact value, so it is best
provided by the motor supplier. However, the motor
nameplate does state the insulation class of the material
used in the motor, which, in turn, implies a maximum value of
temperature rise. Fig. 17 provides a way to make an
estimate of the maximum expected rise based on the motor
service factor, altitude and designated ambient value on the
nameplate. These values are based on the insulation class
stated on the nameplate; however, many motor
manufacturers state the class of temperature rise while
actually using a higher class of insulation in the motor. For
example, Class B rise with Class F insulation is very common
in practice. For such cases, the estimated temperature rise
will be highly over stated.
8
data compared with benchmarked data can be valuable in The common theme running throughout these ten points is
assuring that the motor and driven equipment are performing as clear communication of useful information to assist in educated
expected. This paper provides samples of the types of data decision making at each critical stage in the life of a motor.
that are available upon request from the motor supplier.
This paper can also be used as a training tool for new XIV. REFERENCES
personnel that are responsible for any aspect of electrical motor
specification and operation from cradle to grave. [1] IEEE, Standard 841-2009 - IEEE Standard for
Most large users of electrical motors have established Petroleum and Chemical Industry--Premium-
ongoing relationships with motor service centers that provide Efficiency, Severe-Duty, Totally Enclosed Fan-Cooled
maintenance and repair of their motors. It is recommended that
(TEFC) Squirrel Cage Induction Motors--Up to and
this motor performance data, as well as the benchmarked data
obtained during start up and any trending data from routine Including 370 kW (500 hp)
maintenance rounds is made available to them. [2] A. H. Bonnett, Opportunities for Improvement of
Operating Efficiency of AC Motors, IEEE
XIII. CONCLUSION Transactions on Industry Applications, vol 29, no. 3,
May/June 1993
If one kept count of the number of things to know for [3] NEMA MG 1-2014, Motors and Generators, Rosslyn,
installing, operating and maintaining electrical motors, youll find
VA: National Electrical Manufacturers Association
it far exceeds ten: it even exceeds ten times ten.
While the specifics of all the items to know are very important [4] A.H. Bonnett and C. Yung, Benchmarking Electric
in and of themselves, successful implementation of any project Motors before They Fail, Petroleum and Chemical
involving a motor is dependent on these 10 basic points: Industry Conference, 2009. PCIC 2009. 2009 Record
1. Proper interpretation and adherence to specifications of Conference Papers - Industry Applications Society
such as IEEE-841, NEMA MG-1 and IEC 60034. 56th Annual, pp 1-8
2. Good communication from Engineering and [5] IEEE, Standard 43-2013 - IEEE Recommended
Procurement departments to the motor supplier about
Practice for Testing Insulation Resistance of Electric
specific driven equipment characteristics, operation
cycles, and environmental needs of the application. Machinery
3. Good communication back from the motor manufacturer [6] A.H. Bonnett and C. Yung, A Repair-Replace
to the end user about motor capability via submittal data Decision Model for Petro-Chemical Industry Electric
sheets, accurate nameplate marking, test results, and a Motors. Petroleum and Chemical Industry
concise Installation and Operators Manual. Conference, 2002. PCIC 2002. 2002 Record of
4. Sharing this data with all the appropriate parties in the
Conference Papers - Industry Applications Society
supply chain.
5. Making full use of all the various data sets available from 56th Annual, pp 55-66
the motor supplier when installing and planning
operation of the motor.
6. Following proper installation guidelines and practices as XV. VITAE
defined by NEC, NEMA, IEEE, IEC, etc
7. Benchmarking. Take the time to document initial Austin H. Bonnett received his Bachelor of Science degree in
readings at start up and keep them in a place that is Electrical Engineering from California State University at Los
well-communicated and accessible: Youll need them. Angeles and his Master's Degree in Business from the
8. Trending. Add regular checkup routines to monitor and University of Phoenix. He is a Life Fellow of the Institute of
record readings during normal operation of the motor. Electrical & Electronic Engineers. He served in the U.S. Navy
Keep these readings in a place that is well- from 1955 to 1958 as an electrician mate aboard the Icebreaker
communicated and accessible: Youll need them. Burton Island stationed in both the Arctic and Antarctic. He
9. Make an informed decision on repair or replace. Always retired from US Motors after 35 years of service as VP of
get to the root cause for a premature failure. A thorough Engineering. He currently is president of Austin Bonnett
process of reviewing benchmark data, trend data, and Engineering, LLC.
component failure analysis is recommended. Sometimes
the most obvious failure point is only a symptom, and not Helmuth Glatt received a Bachelor of Science degree in
the root cause of the failure. Electrical Engineering and Masters of Business Administration
10. Finally, consider alternate options and solutions when degree from Washington University in Saint Louis. Since 1988,
planning at the system level. Adding options at the he has served in many engineering roles for the Industrial
component level like VFDs for improved system Motors and Systems Divisions of Nidec Motor Corporation, also
efficiency or using the next higher motor rating instead of known as US Motors. He is currently Vice-President of
operating into service factor will give long term financial Engineering.
benefits and reliability necessary in todays highly
demanding process industries.
9
APPENDIX
Ns - Nr
Percent motor slip (%S) = Ns
x 100
hp x 5252
Motor output torque, ft-lbs (T) = rpm
Pin kW
Percent power factor (Cos ) = kVA = kVA x 100
hp x 746
Three-phase line current amps (IL) = V x Eff x Cos x 3
Where:
f = Frequency
P = Poles
S = Motor slip
Nr = Rotor speed
T = Torque
hp = Horsepower
V = Voltage
I = Amps
Po = Power output
kW = Kilowatts
Eff = Efficiency
10