Week 5

Submitted by coleen.yan@edd… on Mon, 11/21/2022 - 15:32

Week 5

Sub Topics
  Day One Day Two Day Three Day Four
Course Content Motor selection - motor nameplate information;  multispeed capability; electromagnetic interference. Single-phase motor calculations – torque; power; rotational speed; efficiency; power factor & power factor correction. Motor evaluation & fault diagnosis: visual inspection; verifying motor performance against nameplate specifications; motor testing. Connecting & reversing single-phase motors. DOL starters.
Self-directed Learning Watch videos from the 10-part series “How to Choose an Electric Motor. Calculations to practice formulae. Watch videos reviewing material covered during lesson. Answer questions related to connecting &reversing single-phase motors

In order for you to gain the most value from your qualification and to prepare you for your assessment and the industry, make sure you complete all of the SDL tasks.

A close view of a small electric motor

What we're covering:

  • Motor selection - motor nameplate information
  • Multispeed capability
  • Electromagnetic interference 

Motor nameplate information

Motors are used in many different ways, and they are powered by a variety of electrical systems. Because of this, there are many different performance ratings and operating characteristics to consider when choosing the right motor for a specific job.

The motor nameplate information is significant in the selection of a motor because it provides crucial specifications and details about the motor. This information helps engineers, technicians, and buyers ensure that the motor is suitable for their specific application and meets the necessary requirements. Some of the key aspects provided on the motor nameplate are listed below. 

How many of these can you find on the nameplate above?

Manufacturer

The nameplate includes the name of the company that produced the motor, along with their address and country of origin. It may also include a specific model or production number associated with the motor.

Motor Type

The nameplate specifies the motor type, such as induction motor, synchronous motor, or direct current (DC) motor. Different motor types have distinct characteristics and applications, so selecting the appropriate type is crucial.

Power Rating

The nameplate displays the motor's power rating, usually in kilowatts, kW or horsepower, HP. (1 kW is equivalent to 1.34HP.) The power rating of a motor is crucial in determining whether it can provide the necessary power to drive the intended application. It is important to ensure that the motor's power rating matches or exceeds the power requirements of the equipment or machinery it will be driving.

Exercise 24

Complete this worksheet and email your answers to your tutor.

Voltage Rating

This indicates the operating voltage required for optimal performance as specified by the motor manufacturer. Motors are typically designed with a 10% tolerance for voltage above and below the rated nameplate value. For example, a motor with a rated voltage of 460V can operate between 414V and 506V. If a motor can operate with multiple voltages, this capability will be indicated on the nameplate.

Rated Frequency and Number of Phases (AC Motors)

For AC motors, the nameplate specifies the rated frequency of the power system, which is the number of times an AC voltage wave repeats the same sequence of values within a specified unit of time. The number of phases indicates whether the motor is connected to a single live conductor and neutral (single-phase) or three live conductors (three-phase). Ensuring that the motor's voltage and frequency match the local power supply is essential for proper operation.

Efficiency

Motor efficiency indicates the percentage of electrical energy supplied to the motor that is converted into output shaft mechanical energy. The remaining energy is lost primarily in the form of heat. Higher efficiency motors are generally more energy-efficient and can lead to cost savings over time. Efficiency is calculated by dividing the output power by the input power and multiplying by 100%.

Rated Full Load Speed

The rated full load speed is the actual revolutions per minute (RPM) value listed on the motor nameplate. It indicates the speed at which the motor operates under full load conditions.
Synchronous speed is the theoretical speed at which the rotor would rotate if it could perfectly keep up with the rotating magnetic field. 
Slip refers to the difference between the synchronous speed and the actual speed of the motor's shaft rotation. It is typically expressed as a percentage. Slip increases with the load on the motor, providing greater torque.  

Insulation Class

This specification on the nameplate indicates the motor's ability to withstand heat generated during operation. It is denoted by a letter, such as Class F or Class H, and ensures that the motor can handle the anticipated temperature rise.

Enclosure Type

The enclosure of a motor refers to its housing or casing, which provides protection and safety. Different applications may require motors with specific types of enclosures to withstand environmental conditions or to meet safety regulations. Common motor enclosures include open drip-proof (ODP), totally enclosed fan-cooled (TEFC), and explosion-proof (XP), among others. 

Frame Size

The nameplate provides information on the motor's frame size, which is essential for compatibility with mounting arrangements, such as flanges and bases.

Full-Load Current (FLA)

The full-load current represents the maximum amperage drawn by the motor when operating at maximum torque and horsepower. It is an important rating used to select the appropriate wire size, motor starter, and overload protection devices for the motor. The FLA is usually listed only for the maximum speed in case of multispeed motors.

Service Factor

The service factor represents the periodic overload capacity at which a motor can operate without overheating or sustaining damage when supplied with the rated voltage and frequency. Operating a motor continuously at a service factor greater than 1 may reduce its life expectancy.

Rated Temperature Rise, Insulation System Class, and Rated Ambient Temperature

The nameplate specifies the allowable temperature rise for the motor under full load and at the specified ambient temperature. It also indicates the insulation class and maximum temperature rating. These ratings help ensure the motor operates within safe temperature limits, and they vary depending on the insulation class.

Time Rating

The time rating indicates how long a motor can operate at its rated load and ambient temperature. Standard motors are typically rated for continuous duty, meaning they can operate around the clock without interruption. Some motors may have reduced time ratings for specific applications. 

Some additional factors to consider when selecting your motor are:

Multispeed Requirements

Except for the universal motor, single-phase motors are generally single-speed machines. Some applications may however require motors with multiple speed settings to accommodate varying operational needs. Assess whether your task requires a motor with adjustable speed or if a fixed speed motor would suffice. If multispeed capability is necessary, explore motor options that offer speed control methods such as variable frequency drives (VFDs) or multiple windings. 

Note the difference between a multispeed motor and a variable speed motor. 

  • a multispeed motor can operate at more than one set speed. 
  • a variable speed motor has a controller to provide almost infinite and stepless speed possibilities up to full speed. 

Exercise 25

Give some examples of multispeed motors and variable speed motors and share them in the class forum.

Electromagnetic Interference

Certain applications, especially those involving sensitive electronic equipment, may be susceptible to electromagnetic interference (EMI) generated by the motor. Determine if your application requires a motor with low EMI to avoid potential interference issues, then look for motors that are specifically designed to minimise EMI or incorporate features such as shielding and filtering.

Service and Maintenance

Consider the ease of maintenance, availability of spare parts, and the reputation of the motor manufacturer for quality and after-sales support.

Standards and Regulations

Ensure that the selected motor complies with relevant standards and regulations applicable to the specific application or industry.

Budget

Consider the budgetary constraints and balance the required features and performance with the available resources. 

Exercise 26

Match the items to the motor nameplate in the image.

  • Find out what insulation class ‘F’ means.
  • What does the abbreviation for enclosure type stand for?

Self-directed Learning

Watch these three videos from the 10-part series “How to Choose an Electric Motor”.  

How to Choose an Electric Motor | Introduction and Basics
How to Choose an Electric Motor | Application Criteria (Part 1)
How to Choose an Electric Motor | Application Criteria (Part 2)

In the third video, three factors are mentioned when selecting a motor for a specific task or machine:

  1. Speed and torque
  2. Start or stall torque
  3. Duty cycle 

Write a brief explanation of each factor and explain why it is important in the motor selection process. Email your tutor with your explanation.

You may be interested to see the various torque-speed curves of different single-phase induction motors shown below. In a single-phase motor the rotating magnetic field effect generated by the stator does not exist until running rpm is reached. Since no starting torque is available, a design mechanism is included to start the motor.

An electrician writing down figures

What we're covering:

  • Single-phase motor calculations – torque; power; rotational speed; efficiency; power factor & power factor correction.  

Torque

Before you begin this lesson watch this video explaining torque.

To calculate torque, we consider the force applied and the distance from the axis of rotation. The formula for torque is τ = F x r, where F is the force and r is the distance.  It is derived from the principle that torque is the product of force and the perpendicular distance from the axis of rotation.  

Let’s say we’re using a 0.5m long wrench to tighten a wheel nut, and we need to lean on the far end of the wrench with a force of 50 Newtons to do it up tightly. Multiplying the two numbers gives us the required torque figure in Newton metres: 
50 (N) x 0.5 (m) x = 25 Nm of torque.

Torque is a vector quantity, meaning it has both magnitude and direction. The right-hand grip rule helps us determine the direction component of the torque vector. 

To apply the right-hand grip rule, follow these steps:

  • Extend your right hand and curl your fingers in the direction of the force applied.
  • Imagine your thumb pointing upward from the palm of your hand
  • The direction in which your thumb points represents the direction of the torque vector.
  • By using this rule, you can determine the direction of the torque vector based on the direction of the applied force. It is a commonly used technique in physics and engineering to establish the orientation of torque in rotational systems. 

Now let’s consider torque in relation to motors. Torque represents the ability of the motor to rotate a load or perform mechanical work. In simpler terms, torque is the force that causes an object to start moving or change its rotational speed.

The formula relating torque (T), power (P), and rotational speed (N) of a motor is:

The formula is derived from the work-energy relationship in rotational systems. Work done (W) in one revolution is equal to the torque multiplied by the angle of rotation (θ), and it is also equal to the product of force and distance moved (2πrF). (Go back to the video if necessary.)

Combining these relationships, we get W = T x θ = 2πrF, and by dividing both sides by time (t), we get P = W/t. 
Since one revolution takes time t = 60/N seconds, we can substitute and rearrange to get T = (60P) / (2πN).
This formula allows us to determine the torque required or produced by a motor.

Example: 
A motor with a power output of 1000 kW is operating at a speed of 1500 RPM. Calculate the torque produced by the motor.  

Solution:

Exercise 27

Determine the torque produced by a motor operating at a speed of 900 RPM with a power input of 400 watts. (Remember to work in kW!) 

Understanding torque is crucial when selecting a motor for applications that involve lifting heavy objects, driving conveyor belts, or operating machinery that requires significant rotational force.

For a single-phase motor the rotating magnetic field effect generated by the stator does not exist until running rpm is reached. Since no starting torque is available, a design mechanism is included to start the motor. These are the various Torque-Speed Curves of Different Single-Phase Induction Motors:

Power, speed and torque relationship

It's important not to confuse torque with power and energy. Torque is about the force that causes rotation, while power is the rate at which work is done or energy is transferred. In engines, power is often calculated using torque and rotational speed.

Example: 
A load requires a torque of 2 Nm to be rotated at a speed of 1800 RPM. Determine the power required by the motor to meet this torque requirement.

Solution: 
Torque (T) = 2 Nm, and Speed (N) = 1800 RPM
Using the formula P = (2π x N x T) / 60: P = (2π x 1800 x 2) / 60 P ≈ 188.5 watts

Exercise 28

Efficiency

The efficiency of a motor refers to how effectively it converts electrical (input) power into useful mechanical (output) power. A higher efficiency value indicates that a larger proportion of the electrical power supplied to the motor is being converted into useful mechanical work, resulting in reduced energy losses and lower operating costs. Efficient motors also tend to have better performance characteristics and longer operational lifetimes.

Motor efficiency (symbolized by η and pronounced eta) is typically expressed as a percentage and represents the ratio of output power to input power. To express the efficiency as a percentage multiply this ratio by 100.

where:

  • η is the efficiency of electric motor
  • Pm is the mechanical output power, determined by Pm = Tω (T is the output torque, and ω is the angular velocity of the output)
  • Pe is the input electrical power, determined by Pe = IV (V and I are the input current and voltage)

Exercise 29

Losses in Induction Motors
If the motor has 100% efficiency all electrical power is converted to mechanical energy (Pe = Pm). However such motors do not exist. Mechanical power output is always lower than the electrical power input, as energy is lost during the conversion process in various forms, such as heat, friction, ohmic losses, and noise. 

Motor losses are the difference between the input and output power.  

Motor efficiency is influenced by various factors, including the motor design, type, size, quality of materials, operating conditions, and load conditions. Regardless of motor type, the described losses cannot be completely designed out.

Power losses in motors occur mainly due to:

  • Air friction or windage occurs when the rotor and fan are rotating, creating resistance and consuming some power.
  • Mechanical friction arises from the bearing surfaces in contact, causing frictional losses.
  • Core losses, also known as iron losses, result from the energy required to magnetise the core of the motor, leading to energy loss.
  • Resistance losses occur due to the flow of current in the resistive stator and rotor windings. These losses are often referred to as copper losses or I²R losses.

Measuring input power and output power
Input Power, Pe

  • Wattmeter: a specialised device connected in line with the motor's power supply that provide the input power reading in watts (W).
  • Clamp-on Ammeter: Measures the current flowing into the motor. By combining the current measurement with the measured voltage across the motor terminals, input power may be calculated using Pe = VI.
  • Power Analyser: Connect a power analyser to the motor's power supply, and it will provide readings for voltage, current, power factor, and other parameters, allowing you to determine the input power.

Output Power, Pm

  • Calculate using the formula: Pm = T x ω 

(Torque, T, measured in Nm.)
(Angular velocity, ω, measured in radians/second.)

  • Dynamometer: A device that applies a load to the motor's output shaft then measures the torque and rotational speed to calculate the output power.
  • Prony Brake: A device that applies an adjustable braking force to the motor's output shaft, causing it to slow down. Output power can be calculated by measuring applied force and the resulting decrease in rotational speed.
  • Direct Measurement: In certain applications, mechanical power output can be measured directly using specialised instruments such as a power meter or a dynamometer connected to the driven load.

Note: For a motor operating under rotational motion, the output power can be calculated using the formula: 
Output Power, Pm = 2πNT/60
(where N is rotational speed in RPM, and T is torque in Nm)
or Output Power, Pm = 2πNT
(where N is rotational speed in revolutions per second, and T is torque in Nm)

It is important to note that this formula may not be applicable to all types of motors or situations. Different types of motors, such as linear motors or other specialised motors, may have different formulae for calculating output power based on their specific characteristics and operating principles.

Exercise 30

Most electric motors are designed to operate within a load range of 50% to 100% of their rated load. The maximum efficiency of a motor is typically achieved near 75% of its rated load.

Operating motors at loads below 50% can lead to a significant decrease in efficiency. The efficiency range can vary for different motors, with larger motors often having a broader range of good efficiency.

Overloading a motor can cause overheating and reduce its efficiency. Motors are designed with a service factor, which indicates the degree to which they can be overloaded for short periods without sustaining damage.

It is important to avoid operating motors above their rated load continuously, as this can decrease efficiency and shorten motor life. Operating under low voltage, high ambient temperature, or with impaired cooling can also impact efficiency.

Power factor

Power factor is a measure of how effectively a motor utilises the electrical power supplied to it. It is denoted by λ (Lambda) and has no units. PF expresses the ratio of true power used in a circuit to the apparent power delivered to the circuit, with values ranging from 0 to 1, or as a percentage, where a higher value indicates better power utilisation. A 96% power factor demonstrates more efficiency than a 75% power factor.

Power factor (PF) is the ratio of working power, measured in kilowatts (kW), to apparent power, measured in kilovolt amperes (kVA). Apparent power, also known as demand, is the measure of the amount of power used to run machinery and equipment during a certain period. It is found by multiplying (kVA = V x A). The result is expressed as kVA units.

If the current and voltage are of sine waveform and at a phase angle of 𝜑 to each other then,

p.f. = cos 𝜑

Power factor and efficiency

Make sure you are clear about the differences between these two concepts.

Power factor refers to the ratio of real power to apparent power in an AC electrical system, indicating the efficiency of power utilisation and the presence of reactive power. Efficiency, on the other hand, measures how effectively a device or system converts input power to useful output power, accounting for losses in the conversion process. While power factor relates to overall power utilisation efficiency, efficiency specifically focuses on the conversion efficiency of a device or system, such as a motor, in converting input power to useful output power.

Calculating power factor

One method to measure the power factor of a circuit, is to use a wattmeter, ammeter, and voltmeter. Connect the wattmeter in series to measure the real power (P). Measure the current (I) with an ammeter and the voltage (V) with a voltmeter. Calculate the apparent power (S = V x I) and divide the real power by the apparent power to find the power factor (PF = P / S). 

Alternatively, you can use a power meter or power analyser that can measure both the real power (P) in kW and apparent power (S) in kVA of the circuit. The power factor (PF) can then be calculated as the ratio of real power to apparent power: PF = P / S.

Power factor correction

Power factor is an important consideration because a small power factor indicates inefficient power usage, which can have several implications: 

  • Heat damage to insulation and other circuit components.
  • Reduction in the available useful power for equipment and machinery.
  • The need for increased conductor and equipment sizes to compensate for lower power factor.
  • Increased costs in power distribution systems, as lower power factor requires higher currents to supply the loads.

Power factor correction involves taking steps that help reduce the reactive power and enhance the overall efficiency of the system. Here are some common methods:

  • Power Factor Correction Capacitors: Install power factor correction capacitors in parallel to the motor. These capacitors supply reactive power locally, offsetting the reactive power drawn by the motor and improving the power factor. Capacitors act as reactive power generators, reducing the burden on the electrical system.
  • Sizing and Design of Motors: Select motors that are appropriately sized for the load requirements. Oversized motors tend to have lower power factors. By accurately sizing the motor, you can ensure it operates closer to its optimal efficiency and power factor.
  • Proper Load Management: Avoid operating motors at partial loads whenever possible. Motors tend to have lower power factors at lower loads. If you have multiple motors, load management techniques such as sequencing or speed control can be employed to ensure motors operate at closer to full load.
  • Minimise Voltage Drop: Maintain adequate voltage levels at the motor terminals to reduce voltage drop. Voltage drop can negatively impact the motor's power factor. Proper wiring, adequate conductor sizes, and minimising the distance between the motor and the power source can help reduce voltage drop.

Power factor correction helps reduce electrical losses, improve energy efficiency, and optimise the power distribution system. It is particularly important in industrial settings where motors consume a significant amount of power.

Self-directed Learning

Complete this worksheet and email it to your tutor when you have finished.

A small motor on a workbench waiting to be fixed

What we're covering:

  • Motor evaluation & fault diagnosis: visual inspection; verifying motor performance against nameplate specifications; motor testing.

Motors must be operated to meet the safety standards of the NZ Wiring Rules AS/NZS 3000. 
A fault with a motor or electrical system means there is a problem or malfunction that affects how the motor works. It can show up in different ways like strange sounds, vibrations, less power, overheating, electrical problems, or physical damage.

Identifying motor faults is crucial for maintaining efficient electrical systems, since:

  • Motor faults can reduce efficiency, increase costs, and cause unexpected breakdowns.
  • Faulty motors pose safety risks, such as fires or electric shocks.
  • Unresolved faults can lead to further damage and premature equipment failure.
  • Poor motor performance hinders productivity and quality.

Promptly addressing motor faults ensures optimal efficiency, reliability, safety, and productivity.

Common faults that can occur in single-phase motors include:

  • Overload damage: Excessive load or operating conditions beyond the motor's capacity can lead to damage, such as overheating or mechanical stress.
  • Open-circuit faults: Breaks or discontinuities in the motor's electrical circuits can result in loss of power or complete failure.
  • Failure of the starting circuit: Issues with the starting circuit, including faulty switches or capacitors, can prevent the motor from starting or cause it to start slowly.
  • Capacitor failure: If the motor is equipped with capacitors, their failure can lead to improper motor operation or failure to start.
  • Short-circuit in the windings: Short-circuits within the motor's windings can cause abnormal currents, overheating, and potentially damage the motor.
  • Open-circuit rotor: Breaks or faults in the rotor circuit can prevent proper motor operation or cause it to run at reduced performance.
  • Insulation failure to the frame: Insulation breakdown between the motor windings and the motor frame can result in electrical faults, including short-circuits or ground faults.
  • Universal motor brush failure: In universal motors, the brushes that make contact with the commutator can wear out or become damaged, affecting motor performance.
  • Bearing wear or failure: Bearings in the motor can experience wear over time or fail prematurely, leading to increased friction, noise, and potential damage to the motor.

Proper maintenance, periodic inspections, and timely troubleshooting can help prevent or address these issues, ensuring smooth operation and extending the lifespan of the motor. 

Procedure

A. Visual Inspection

Conduct visual fault finding

  1. Examine the motor's general appearance for visible burns or damage on the body, cooling fan, or shaft.
  2. Rotate the motor shaft manually to check the bearing's condition. Smooth rotation indicates a good bearing, while resistance suggests a need for replacement.
  3. Inspect the motor casing for physical damage, cracks, or signs of overheating.
  4. Check for loose connections, corroded terminals, burnt wiring, damaged insulation, worn-out parts, or any abnormal physical characteristics.
  5. Inspect the motor's cooling system, such as fans or vents, for blockages or obstructions.
  6. Look for signs of excessive vibration, noise, or abnormal operation.
  7. Document any observed faults or abnormalities for further analysis.

Gather information

  1. Talk to the customer or the person operating the motor to gather background information on when the problem occurred and any observations at the time of the fault. This can assist in identifying the problem more quickly.

Run the motor and perform sensory checks

  1. Start the motor (if possible) and visually inspect for unusual states, such as excessive sparking, smoke, loose connections, or equipment damage.
  2. Listen for unusual noises, including worn bearings, rubbing metal parts, vibration from loose mechanical parts, excessive speed, or magnetic hum.
  3. Feel the motor casing and bearing housing for abnormal temperature. Use a thermometer if surfaces are too warm to touch safely.
  4. Smell for burnt varnish or the distinct odour of ozone, which indicates insulation breakdown or electrical arcing.

Follow a step-by-step diagnostic approach

  1. Follow an orderly sequence for diagnostic fault finding.
  2. Check motor supply availability and reset overloads if the motor won't start before proceeding.
  3. Activate control devices to observe the motor's response when running.
  4. Compare measured readings with known and nameplate data.
  5. Use a tachometer to check the motor speed.

Shutdown and conduct further visual checks

  1. Shutdown the motor and isolate the supply circuits.
  2. Carry out additional visual checks to distinguish between mechanical and electrical problems. 
  3. Spin the motor shaft to check for smooth running and alignment.
  4. Inspect motor ventilation, fastenings, casing, coupling mechanism, and alignment with the load.
  5. Check centrifugal mechanisms, brushes, slip rings, etc., for wear and looseness.


To test the rotor of an induction motor without removing it, connect an extra low voltage AC supply to the input terminals and monitor the current with an ammeter. Slowly rotate the motor shaft and observe any current variations. If the current changes by more than 3%, it indicates potential rotor issues. In such cases, remove the rotor from the motor and inspect it for cracks in the end rings and bars. Replace the faulty rotor with a new one as necessary.

Visual fault finding provides initial clues about potential problems, but further testing is often required for accurate diagnosis. By comparing test results with the nameplate specifications and inspecting the motor visually, you can identify areas where the motor's performance is not meeting the desired standards.

Exercise 31

Try these questions to check your understanding of this section. Email your answers to your tutor.

  1. During a visual inspection of a motor, you notice excessive vibration and noise. What could be potential causes of these issues, and how would you further investigate them?
  2. A motor's casing feels unusually hot to the touch during operation. What could be the possible reasons for this, and what steps would you take to address the problem?
  3. After performing a visual inspection and running the motor, you find that the motor speed does not match the nameplate specifications. What are some potential reasons for this discrepancy, and how would you further investigate to identify the root cause?
B. Verifying Motor Performance Against Nameplate Specifications

The motor nameplate provides valuable information that will help to ascertain the true health of the motor. Examine the name plate thoroughly and verify the stated values: 

  1. Voltage Measurement: Measure the voltage supplied to the motor using a voltmeter. Compare this value with the rated voltage specified on the motor's nameplate. A significant deviation may indicate a voltage-related issue affecting motor performance.
  2. Current Measurement: Use an ammeter to measure the current drawn by the motor during operation. Compare the measured current with the rated current specified on the nameplate. Significant variations may suggest motor overload or other electrical problems.
  3. Power Measurement: Calculate the power consumed by the motor by multiplying the measured voltage and current. Compare the obtained power with the rated power mentioned on the nameplate. Deviations could indicate inefficiencies or other issues affecting performance.
  4. Speed Measurement: Measure the rotational speed of the motor using a tachometer or an RPM (revolutions per minute) meter. Compare the measured speed with the rated speed indicated on the nameplate. Significant differences may suggest motor slippage or issues with the motor's control mechanisms.
  5. Efficiency Calculation: Calculate the motor's efficiency using the formula: Efficiency (%) = (Output Power / Input Power) x 100. Determine the output power by multiplying the torque and rotational speed and calculate the input power by measuring voltage and current. Compare the calculated efficiency with the rated efficiency specified on the nameplate. Deviations may indicate losses or inefficiencies within the motor.
  6. Operating temperature: Measure the ambient temperature, add 40°C to it (as most motors are designed to operate at that temperature above ambient), measure the temperature of the motor using an infrared thermometer or temperature probe, compare the measured temperature with the recommended operating temperature or maximum allowable temperature stated on the motor's nameplate. If the measured temperature exceeds the specified range, there may be an issue with overheating or motor performance.
Thermal Overloads

A thermal overload is a protective device used in motors to prevent damage from overheating. When the temperature exceeds a certain threshold, the thermal overload triggers and interrupts the motor's electrical circuit, acting as a safety mechanism to safeguard the motor. It helps prevent damage caused by long-term overcurrent, which can be caused by various factors such as mechanical faults or overloads. If the thermal overload frequently trips even when the motor is running at its rated speed and torque, it could indicate excessive current flow due to short circuits in the windings or a malfunctioning overload device. It is important not to simply reset the thermal overload without identifying and addressing the underlying cause.

Exercise 32

Try these questions to check your understanding of this section. Email your answers to your tutor.

  1. Why is it important to measure the current drawn by the motor during operation? 
  2. How can you calculate the power consumed by the motor?
  3. What does it mean if the measured temperature of the motor exceeds the recommended operating temperature or maximum allowable temperature stated on the nameplate? 
  4. Why is it necessary to measure the motor's rotational speed? 
C. Motor Testing 

Visual inspections are limited to detecting observable faults in motors. However, to identify faults that cannot be easily observed, additional tests are employed. These tests include:

Earth Continuity and Resistance Test

Ensuring proper earthing continuity in a motor is crucial for maintaining electrical safety and preventing potential hazards caused by faults or improper grounding.

  1. Prepare the Multimeter: Turn off the power to the motor and set the multimeter to measure resistance (Ω). Insert the black test lead into the COM port and the red lead into the jack marked Ω.
  2. Measure Motor Casing Resistance: Using the multimeter, connect one probe to the motor's casing (body) and the other probe to a known earth point, such as a ground wire or a metal structure connected to earth.
  3. Check Resistance Value: A properly grounded motor should exhibit a resistance reading of not more than 0.5 ohms. If the resistance reading exceeds 0.5 ohms, it indicates a faulty motor with a poor earth connection.
  4. Test Earthing Continuity: The earthing continuity test ensures that there is a good connection between the motor's earth pin and its casing. It is performed on Class I appliances. The goal is to have a resistance of not more than 1 ohm to ensure the protective earth circuit functions correctly.
  5. Check Protective Earth Conductor: Verify the continuity of the protective earth conductor between the earth pin of the motor's plug and the earth contact. Also, check every outlet, cord sets, cord extension sets, EPODs, and PRCDs for continuity.
  6. Flex and Strain Test: To detect broken strands or loose connections, perform a flexing and straining test at points of entry and clamping points. Apply a reasonable combination of push/pull and rotary movements to the motor while checking for any interruptions in the earthing continuity.

It is advisable to conduct the earthing continuity test in conjunction with insulation testing for a comprehensive evaluation of the motor's safety and performance.

Testing Insulation Resistance 

Regular insulation testing helps identify insulation breakdown or deterioration, which can lead to electrical faults or hazards. You can find detailed instructions and expected results for different types of appliances in Section 2.3.3 Testing and Appendices D and E of the ASNZS 3760-2010 standard. 

To test the insulation resistance of a motor, follow these steps:

  1. Select the Test Voltage: Set your insulation resistance tester or megohmmeter to 500V.
  2. Measure Motor Winding to Earth: Using the insulation tester, assess the insulation resistance between the motor winding and the earth. Check the connections for phases C-to-E, S-to-E, and R-to-E. (S is Start Winding, R is Run Winding, and C is Common connection between them.)
  3. Evaluate Insulation Resistance Value: An electric motor in good condition typically has a minimum insulation resistance value of around 1 MΩ. Meeting or exceeding this value indicates satisfactory insulation. However, if the measured insulation resistance is significantly lower or indicates an open circuit, it signals a fault in the motor's insulation that requires attention. 

If the insulation resistance readings are low, then the usual problem is moisture in the windings. This could lead to tracking and an electrical flashover. Drying out the motor usually restores the high insulation resistance values.

Power Supply Test

To ensure proper operation of a motor, it is important to verify that the motor is receiving the correct voltage. To perform the power supply test:

  1. Turn the power to the motor ON and set the multimeter to measure AC volts.
  2. Insert the black test lead into the COM port and the red test lead into the V jack of the multimeter.
  3. Connect the two probes in parallel across the load, ensuring the negative (black) probe is grounded and the positive (red) probe is connected to a positive point in the circuit.
  4. Measure the voltage and ensure it falls within the expected range of approximately 230V. (Within 10% of rated value.)

AC Motor Winding Resistance Testing

By measuring the resistance using a multimeter, you can identify potential issues with the motor's windings.
To conduct AC motor winding resistance testing:

  1. Use a multimeter to measure the motor winding resistance or ohms reading.
  2. Since single-phase motors have three terminals (S, C, and R), measure the winding resistance as follows: C to S, C to R, and S to R.
  3. The measured value of S to R should be equal to the sum of C to S and C to R: S-R value = C-S value + C-R value.
  4. Keep the following rules in mind for single-phase motors.
  • The highest resistance reading should be between S and R.
  • The lowest resistance reading should be between C and R.
  • The resistance reading between C and S should fall between the values of S to R and C to R.

Windings should have high insulation resistance to earth and between windings and therefore, very low leakage currents.  

Testing the Running Amperage

Running amps testing is a crucial procedure to assess a motor's performance under load. By measuring the full load amps (FLA) using a suitable meter or clamp-on meter and comparing it with the motor's nameplate FLA, deviations can be detected, indicating potential motor issues.

To perform the test, turn off the power initially, set the multimeter to measure AC current, and connect the probes in series with the load. Then, turn on the power and take a reading.

Testing the Capacitor

When testing a capacitor, it is important to follow proper procedures based on the voltage rating of the capacitor. 
Steps for testing a low-voltage capacitor using an insulation tester:

  1. Safety precautions: Ensure the appliance is isolated and disconnected. Proper safety measures must be followed when working with capacitors, as they can store electrical energy and present a risk of electric shock. Before testing, remove and discharge the capacitor using a 20 K 5 W resistor to prevent any residual charge.
  2. Visual inspection: Inspect the capacitor visually for signs of deterioration, such as rust-coloured streaks or cracked insulation. 
  3. Insulation resistance testing: Set your insulation tester to the 250V range, suitable for 400V rated capacitors. Connect the test leads to the capacitor terminals and observe the displayed resistance value.
  • Resistance changes from 0 to infinity: Indicates a good capacitor.
  • Resistance changes to zero: Indicates a short-circuited capacitor. 
  • Resistance does not change from infinity: Indicates an open-circuited capacitor.
  1. Discharge the capacitor: Once the insulation resistance testing is complete, discharge the capacitor again using the 20 K 5 W resistor.
  2. Capacitor charging test: Charge the capacitor to approximately half of its scale while still connected to the test leads. After around 30 seconds, reconnect the leads and observe the value displayed:
  • Value starts at about half scale and charges: Indicates a good capacitor.
  • Value starts at zero and charges: Indicates a faulty capacitor.
A final word on safety…

When conducting fault finding procedures using instruments, it is essential to observe safety precautions. Here are some important considerations to keep in mind:

  • When temporarily disconnecting wires or leads, ensure they are clearly marked for proper reconnection.
  • When measuring a coil with low resistance, ensure that the test leads are securely connected and take temperature into account.
  • Use test instruments correctly by inserting them in the circuit as instructed, such as placing an ammeter in series and a voltmeter across the circuit.
  • It is advisable to have a combination of instruments as no single meter can fulfil all requirements.
  • Never use an ohmmeter or multimeter selected for measuring resistance when voltage is present in the circuit.

Exercise 33

Try these questions to check your understanding of this section. Email your answers to your tutor.

  1. During the earth continuity and resistance test, you measure a resistance reading of 1.2 ohms between the motor casing and a known earth point. What does this reading indicate, and what should be your next course of action?
  2. When performing insulation resistance testing on a motor winding, you measure an insulation resistance value of 500 kΩ. Is this reading satisfactory, and what action should be taken based on this result? 
  3. During the power supply test, you measure a voltage reading of 210V across the motor load. Is this reading within the expected range, and what could be the potential consequences of this voltage deviation? 

Self-directed Learning

Phew! That was a lot of information in today’s session to take in. Watch some of these videos (or find some videos yourself) to review some of the material covered. 

A small motor in need of repair

What we're covering:

  • Connecting and reversing single-phase motors
  • DOL starters

Connecting single phase motors

When connecting single-phase motors, it is essential to follow the guidelines provided by ASNZS 3000 – 2018. This standard emphasizes the importance of devices for isolation and switching. Specific sections of the standard, such as 4.14 for transformers and 4.15 for capacitors, must be thoroughly understood.

Single-phase motors require specific wiring configurations to start and operate correctly. It is crucial to refer to the motor's documentation for precise guidance when connecting single-phase motors since this will vary depending on the motor's design and manufacturer's instructions. 

A general outline for connecting single-phase motors is given below, however your tutor will demonstrate techniques in the workshop, and you will be given opportunities under the guidance of your tutor, to practice this yourself. 

Safe motor connection:

  • Practice safe and correct working practices, including conducting a risk assessment to identify potential safety hazards.
  • Verify the adequacy of the electrical supply by assessing factors such as supply capacity, voltage stability, electrical interference, starting and running current capacity, current capacity for continuous or intermittent load, cleanliness, insulation resistance, and equal winding resistance.
  • Ensure that the motor is suitable for the operating environment and visually inspect it and auxiliary equipment for any damage sustained.
  • Remove any protective coatings or coverings, if applicable, and ensure the machine is properly lubricated.
  • Confirm the suitability of the foundation, ensuring it is flat, solid, rigid, and level.
  • Obtain installation and commissioning details from specifications, drawings, and manuals before starting the work.
  • Securely position the motors and align shafts to match the coupling.
  • Plan the electrical connections, including cabling, glands, terminations, and accessories.
  • Install control and protective equipment correctly, including guards and covers.
  • Test to confirm the safety of the motors and control equipment.
  • Conduct commissioning tests, both off-load and on-load, to check the direction of rotation, vibration, temperature rise, and current draw.
  • Perform a commissioning inspection and document the test results.
  • Use appropriate hand and/or power tools for the job and ensure they are well-maintained and inspected for wear or damage prior to use.

Watch the videos which discuss how to connect single phase motors.

Different types of single-phase motors have specific wiring configurations for their proper operation. Connection methods for common single-phase motors are summarised below:

Shaded-Pole Motor

  • Single winding with a shading coil or copper shading ring.
  • Shading coil induces a time-delayed rotating magnetic field.
  • The rotating field initiates motor rotation.
  • Simple design, self-starting, but provides low torque for low-power applications.

Split-Phase Motor

  • Two windings: start winding and run winding.
  • Start winding is connected in series with a centrifugal switch and a starting capacitor.
  • Start winding and capacitor provide initial starting torque.
  • Centrifugal switch opens at a certain speed, disconnecting start winding and capacitor.
  • Run winding remains connected for continuous operation.

Capacitor-Start Motor

  • Two windings: start winding and run winding.
  • Starting capacitor is in series with the start winding.
  • Start winding and capacitor energised during start-up for extra starting torque.
  • Centrifugal switch opens at a certain speed, disconnecting start winding and capacitor.
  • Motor continues running with only the run winding connected.

Capacitor-Start-Capacitor-Run (CSCR) Motor

  • Combination of capacitor-start and capacitor-run motor designs.
  • Utilizes two capacitors: a starting capacitor and a running capacitor.
  • Starting capacitor provides high starting torque.
  • Running capacitor remains connected during operation to improve motor performance.
  • No centrifugal switch: both capacitors remain connected for starting and running.

Permanent Split Capacitor (PSC) Motor

  • Two windings: main or run winding and auxiliary winding.
  • Auxiliary winding connected in parallel with a non-polarised capacitor.
  • Auxiliary winding provides additional starting torque.
  • No centrifugal switch: auxiliary winding and capacitor remain connected during operation.
  • Widely used in various applications for simplicity and reliable operation.

Exercise 34

Match the letters and numbers to the correct diagrams.

DOL starters

While this course has focused only on single-phase motors it is useful to learn a little about the Direct-On-Line Starter, or Direct Starter. DOL starters are primarily used for three-phase motors, as they are designed to handle the characteristics and requirements of these motors. For single-phase motors, alternative starting methods such as capacitor-start, capacitor-run, or other specialized starters are typically employed.

Components of a DOL starter include a contactor, an overload relay, and start/stop push buttons. The contactor is an electromagnetic switch that controls the power supply to the motor. The overload relay protects the motor from overload conditions by sensing the current and tripping if it exceeds the set limit. The start and stop push buttons are used to manually initiate and halt the motor's operation.

When the DOL starter is activated by pressing the start button, the contactor closes, allowing the power to flow directly to the motor. The motor starts immediately, drawing a high starting current due to the absence of any reduced voltage or soft-start mechanism.

Consult the AS/NZS 3000:2018 Wiring Rules, regarding the wiring and connections for a DOL starter. The power supply lines (active, neutral, and earth) are connected to the input terminals of the contactor, while the motor is connected to the output terminals. The overload relay is connected in series with the motor to monitor the current and provide protection.

Reversing single phase motors

Watch the videos which discuss how to reverse single phase motors. 

Once started, a single-phase induction motor will happily run in either direction. At the core of an induction motor is a rotor made of permeable iron and an aluminum circuit winding. The motor follows the magnetic field it senses. To reverse it, we need to change the direction of the rotating magnetic field produced by the main and starter windings. This can be accomplished by reversing the polarity of the starter winding. 

Some motors are labelled as non-reversible, indicating that the necessary wires are housed within the motor, making it challenging to access and reverse them. In such cases, it is advised not to proceed. 

If a motor is reversible, follow the manufacturer's instructions provided with the motor to determine which wires need to be changed:

  • Gain access to the motor's terminal connections by removing the end caps or opening the junction box. 
  • Identify the wires that need to be reversed based on the manufacturer's instructions. 

  • Use a flathead screwdriver or needle-nosed pliers to switch the terminals to which the identified wires are attached. 

  • Replace the end cap or close the junction box. 
  • Restore power to the circuit and test the motor to ensure the magnetic field has switched, resulting in the motor spinning in the opposite direction.


Capacitor start motors use a capacitor connected to either the L or N wire to create a slight phase shift in the magnetic field of the windings. Reversing the supply to the start winding (L or N) is like reversing two leads in a three-phase motor.

To reverse the direction of a single-phase capacitor induction run motor, you need to change the polarity of the rotating magnetic field created by the main and starter windings (or auxiliary winding). This is done by swapping the connections at either end of the starter or auxiliary winding. In some cases, only the auxiliary winding is involved in the reversal, while in others, a combination of winding, switch, and capacitor is used. The order of the switch and capacitor doesn't matter as long as they are connected in series. 

Shaded pole motors are direction-specific and cannot be easily reversed by simply reversing leads or polarity. Reversing may require motor rewinding or replacement.

The reversal methods mentioned in the following table are general guidelines only. Specific wiring configurations and reversal procedures may vary depending on the motor model and manufacturer. 

Motor Type Reversal Method
Shaded Pole Motors Reversal requires modifying winding connections or external devices.
Split-Phase Motors Interchange connections of main or auxiliary winding
Capacitor-Start Motors Interchange connections of main winding or starting capacitor.
Capacitor-Start/Run Motors Interchange connections of main winding or starting capacitor.
PSC (Permanent Split Capacitor) Motors Interchange connections of main winding or capacitor

Self-directed Learning

Select the correct answer for the questions below.


Well done on reaching the end of Module 6.  You have one more course to complete before you are finished with your Level 3 study!

Glossary

This worksheet is a list of words taken from this resource. To help improve your understanding, research their meanings or find the definitions in the workbook.  There is space to write the definitions. You could also look up how to say the word – most online dictionaries will demonstrate this.

Module 6 Reference List

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  • [Video]. YouTube.  https://youtu.be/-7HcArQxFeA
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