1. Introduction
Linear drive systems integrated with linear electrical machines have many advantages, such as high dynamic performance, high acceleration, and easy maintenance compared with their rotary-to-linear counterparts [
1]. Hence, linear machines are being used increasingly in applications ranging from manufacturing automation [
2,
3], electromagnetic launcher [
4], transportation [
5,
6] and electrical power generation [
7,
8,
9], to household appliances [
10] and healthcare [
11]. Within the various types of linear machines, tubular permanent magnet (PM) linear machines are quite promising for linear drive systems because of their distinctive features, including high power density, low force ripple, no unbalanced magnetic force on the shaft, and excellent servo characteristics,
etc.In recent years, the requirements for larger force density and higher position accuracy of linear machines are becoming increasingly urgent. For the traditional PM linear machine, the improvement of force density and power density are constrained by the space competition between the electric loading and magnetic loading. However, the transverse-flux PM linear machine is becoming particularly attractive for its larger force density because its motion direction is perpendicular to the plane of magnetic flux, which realizes the decoupling between electric loading and magnetic loading. The force density of the transverse-flux PM linear machine can be largely enhanced by decreasing the pole pitch or increasing the pole number of the machine for a given geometrical dimension [
5]. Various transverse-flux machine (TFM) topologies have been put forward since the first prototype of TFM with PM excitation was proposed by Weh in the 1980s [
12,
13,
14,
15]. A TFM with C-type stator core was proposed by the Rolls-Royce Research Center, in which the stator core is complex and it can only be made of soft magnetic composite (SMC), which will lead to low saturation magnetic flux density [
13]. Chang has proposed a TFM with PM excitation for a direct drive system [
16], but it also has the drawbacks of complex structure and large flux leakage. In 2014, Shin proposed two types of quadrate transverse-flux linear machine and research practical design approach for compact size, small mover weight, high efficiency, and low material cost [
17,
18]. Nevertheless, the problems of complex structure, large flux leakage, and difficult manufacturability always exist.
In order to solve the aforementioned problems, a novel tubular staggered-tooth transverse-flux permanent magnet linear synchronous machine (STTF-PMLSM) was proposed, which is characterized by simple structure and low flux leakage [
19,
20]. The stator core of the STTF-PMLSM is unsegmented and can be fabricated by silicon-iron steel lamination, which can largely simplify the manufacturing process and increase the mechanical strength. The 3-D magnetic equivalent circuit modeling and optimization of the machine was investigated, and an optimized scheme with higher force density and lower force ripple was achieved in [
19].
The mathematical model of the machine is the foundation for the direct force control and vector control of the linear electrical machine. However, the conventional linear machine modeling methods cannot accurately describe the dynamic performance of the STTF-PMLSM due to its special inductance characteristics. Therefore, an improved mathematical model of the STTF-PMLSM based on a d-q rotating coordinate system is proposed, in which the inductance harmonics and coupling between d- and q-axis inductance are considered.
Hence, this paper focuses on the performance analysis and modeling of the STTF-PMLSM, which can be used for the control of the STTF-PMLSM. The structure advantages and operation principle of the STTF-PMLSM are introduced in
Section 2. Then, the electromagnetic characteristics of the STTF-PMLSM, including winding inductance, detent force, thrust force, and power factor, are discussed in
Section 3. In
Section 4, an improved mathematical model of the STTF-PMLSM based on
d-q rotating coordinate system is proposed and verified with 3-D finite-element method (FEM), which provides a powerful foundation for the control of the machine. Finally, some conclusions are summarized in
Section 5.
3. Analysis of Electromagnetic Characteristics
Compared with conventional linear electrical machine, the flux paths of the STTF-PMLSM are entirely 3-D distribution, including circumferential, radial and axial flux path, as shown in
Figure 2. Moreover, the flux leakage of the STTF-PMLSM is more complicated. Therefore it’s necessary to use 3-D FEM to analyze the electromagnetic characteristics of the STTF-PMLSM. Here, the commercial software package ANSYS Maxwell [
21] is used since it can directly use the accurate finite element method to solve electromagnetic field and accurately predict product performance from physical design information with due account of saturation, leakage flux,
etc. Due to the decoupling of the magnetic circuit of three phases, only one phase model is built in order to save the computation time. The main design specifications of the STTF-PMLSM are shown in
Table 1 [
19]. The flux distribution in the stator of the STTF-PMLSM under no-load conditions is shown in
Figure 3.
3.1. No-Load Main Flux Linkage
Figure 4a shows the waveforms of three phase no-load main flux linkage. Harmonics components of one phase flux linkage are show in
Figure 4b. It can be seen that the waveform of flux linkage is close to sinusoidal and the amplitude of harmonics is very small. The total harmonic distortion (THD) is only 3.09%.
3.2. No-Load EMF
Figure 5a shows the waveforms of three phase no-load EMF. Harmonics components of one phase EMF are shown in
Figure 5b. It should be noted that the shape of no-load EMF is somewhat close to trapezoidal. The third and fifth order harmonics are relatively large and the THD of EMF is 9.54%.
3.3. Winding Inductance
In order to model the machine, it is necessary to calculate the winding inductance. Due to the decoupling of the three phases magnetic circuit, the mutual-inductance between different phases is equal to zero and can be neglected. Only the self-inductance is calculated. The self-inductance calculation method based on FEM is shown as:
where
Laa is self-inductance of phase A,
ψa is flux linkage under load condition supply phase A with current
Ia.
ψa0 is flux linkage under no-load condition.
Figure 6 shows the waveforms of three-phase self-inductance and its harmonics components. As we can see, the self-inductance is not constant. It contains some harmonics components and these harmonics are mainly the first, second and third order harmonic. These harmonics will result in the fluctuation of thrust force and this will be illustrated in
Section 4.
3.4. Detent Force
3.4.1. Theoretical Analysis of Detent Force
Detent force is a major problem in transverse flux linear machines, which will introduce thrust ripples or positioning process disturbances. The conventional methods like skewing and pole shifting used to reduce the detent force become impossible due to the special configuration of the STTF-PMLSM.
Detent force of the STTF-PMLSM is caused by two phenomena. The first one is called “end effect”, which arises from the interaction between the translator and finite armature core length. The second one is called “slot effect”, which arises from the interaction between PMs and armature slots [
22]. The fundamental frequency of the detent force is the least common multiple (LCM) of the stator segment number and the pole number. For the STTF-PMLSM, the distance between two stator segments in the direction of the translator is
τ, where
τ is the pole pitch. When viewing the one-phase STTF-PMLSM from the direction of movement and the longitudinal end effect is neglected, the machine can be considered as a rotary machine with an infinite radius, 2
N1 poles, and 2
N1 stator segments, where
N1 is infinite. Therefore, the fundamental frequency of detent force for the one-phase STTF-PMLSM is 2
N1,
i.e., the detent force period is
τ [
4].
The detent force of each phase can be decomposed into a Fourier series, which can be written as:
where
z is the displacement of translator,
Fi is the amplitude of
i order harmonic component (
i = 1,2,…). The total detent force (
Fd) of the three-phase STTF-PMLSM can be expressed as:
As can be seen from Equation (5), the period of the total detent force is τ/3. Since the part of the harmonic components is counteracted, the amplitude of the total detent force is sharply reduced. Hence, the force ripple of the three-phase STTF-PMLSM is reduced.
3.4.2. Numerical Calculation of Detent Force
Figure 7 shows the waveforms of detent force computed by 3-D FEM, including three single phases and overall detent force of the STTF-PMLSM. As can be seen, the period of detent force of single phase and total three phases are
τ,
τ/3, respectively, which is in accordance with the aforementioned theoretical analysis. The error between total detent force directly calculated by FEM and the sum of three single phases detent force is nearly zero, and it can be neglected. This verifies the theoretical analysis of detent force.
3.5. Thrust Force
3.5.1. Theoretical Analysis of Electromagnetic Force
When each phase is fed with a sinusoidal current, the electromagnetic force is produced by interaction between the armature and PM magnetic field. It can be calculated either by Maxwell stress tensor method or virtual work method. This paper choose latter one.
According to the magnetic co-energy theory, the electromagnetic force of the machine is equal to partial derivative of the total magnetic co-energy with respect to displacement [
15], namely:
where
W´(i,x) = ∫ψdi,
ψ = ψpm + ψa,
ψpm = 2
NnΦ,
Φ =
Φmcos(θ).
ψpm is the no-load total flux linkage interacting with the armature winding.
Φm is the amplitude of no-load main flux.
ψa is the flux linkage produced by armature current, and
ψa = Li.
L is the self-inductance of armature winding and
i is the armature current.
, where
I,
θ0 is the RMS and initial phase angle of armature current, respectively.
Therefore, the total magnetic co-energy can be expressed by:
Since
L is a constant independent on displacement, the third part of Equation (7) has no relation to the thrust force of translator. Considering
v = 2 fτ and
w = 2 πf, the electromagnetic force can be written as:
where
θ = wt is electrical angle corresponding to the displacement of translator.
If
id = 0 control method is used, then
θ0 = 0
°. Equation (8) can be simplified as:
where
is the average value of electromagnetic force of one phase STTF-PMLSM.
It can be observed that electromagnetic force of a one phase STTF-PMLSM is sinusoidal and its average value is greater than zero. The magnitude of the electromagnetic force of a one phase STTF-PMLSM is proportional to the number of coils, turns of each coil and no-load main flux. In addition, the period of electromagnetic force is
τ, which means that electromagnetic force fluctuates twice in one period of alternating current. When each phase of the STTF-PMLSM is fed with the corresponding sinusoidal current, the per-phase electromagnetic force can be presented as:
Hence, the total three-phase electromagnetic force of the STTF-PMLSM is as follows:
It can be seen that the total electromagnetic force of the STTF-PMLSM is constant and its magnitude is triple that of one phase. Hence, the feasibility of the approach that one phase of the STTF-PMLSM is chosen to investigate the performance of the machine is further confirmed.
Then, the force density of the three-phase STTF-PMLSM can be written as:
It can be observed that the force density of the machine is inversely proportional to the pole pitch because
Фm in the numerator is proportional to the pole pitch
τ and there is a
τ2 item in the denominator. This verifies the fact that a higher TFM force density can be obtained by increasing the pole number or decreasing the pole pitch of the machine for a given geometrical dimension [
5].
3.5.2. Numerical Calculation of Electromagnetic Force
The force waveforms of one phase STTF-PMLSM computed by 3-D FEM, including electromagnetic force
Fema, detent force
Fdea and thrust force
Fa, are shown in
Figure 8. It should be noted that the thrust force is obtained by subtracting the detent force from the electromagnetic force. The period of one phase thrust force is
τ, and its shape is in accordance with the aforementioned theoretical analysis.
Figure 9 shows the waveforms of thrust force, including three single phases and overall thrust force of the STTF-PMLSM. As can be seen, the total thrust force is almost constant. The error between total thrust force directly calculated by 3-D FEM, and the sum of three single phases thrust force is nearly zero. It can further confirm that one phase of the STTF-PMLSM can be chose to investigate the performance of the machine. The average values of thrust force using different methods are summarized in
Table 2. It can be observed that the results obtained from 3D-FEM are in accordance with theoretical analysis. In addition, the force density of the STTF-PMLSM is 2.822 × 10
5 N/m
3, which proves that the machine exhibits a higher force density compared with that of other types of linear machine, as illustrated in
Section 3.7.
3.6. Power Factor
The power factor of transverse-flux machine is relatively low, which is usually because the armature reactance and flux leakage of the machine are large. Furthermore, the power factor of the machine has a significant influence on the converter rating, which will increase the converter cost and converter loss. Therefore, it is necessary to analyze the power factor of the STTF-PMLSM. The inner power factor angle
ψ0 is the angle between the armature current and no-load EMF. When
id = 0 control strategy is adopted (
ψ0 = 0), namely, the angle between current and no-load EMF is equal to zero. The phasor diagram of the machine is shown in
Figure 10, where
φ and
θ are the power factor angle and torque angle, respectively.
E0 and
Eδ are the no-load EMF and air-gap resultant EMF, respectively.
L1 and
Lq are the stator leakage inductance and
q-axis synchronous inductance, respectively.
U,
I1 and
R are the terminal voltage, armature current and stator resistance of each phase, respectively.
Neglecting the stator leakage inductance and stator resistance, the expression of power factor [
23] can be written as:
and this equation can also be expressed as:
where ω is angular velocity,
Φi is the amplitude of magnetic flux produced by the armature current alone:
It can be observed that a power factor improvement can be obtained by increasing the no-load EMF or decreasing the q-axis inductance from Equation (15). If the no-load EMF is constant, the power factor can also be enhanced when the armature current decreases from Equation (16), but this will lead to a reduction of force density or power density. The effective method to improve the power factor of the machine is to merely enhance the no-load main flux. However, this will increase the amount and cost of rare-earth PM material, which is not attractive for moving-magnet machines. Therefore, for all those methods, a compromise between high electromagnetic performance and cost should be made.
On the other hand, the power factor angle
φ is equal to the phase angle difference between
E0 and
Eδ from
Figure 10 when the stator leakage inductance and stator resistance are negligible. The phase angle of the fundamental components of
E0 and
Eδ can be directly calculated through the Fourier analysis, and the
E0 and
Eδ can be calculated by 3-D FEM. Hence, the power factor can be directly calculated based on 3-D FEM results.
The power factor values based on theoretical analysis (mathematical expression) and 3-D FEM results are shown in
Table 3. The error between the theoretical analysis and 3-D FEM is very tiny and this verifies the validity of the theoretical analysis. In addition, the power factor of the machine is relatively low, which is mainly caused by the large synchronous reactance. It should be noted that the value of
Ld and
Lq are 2.93 mH and 3.00 mH, respectively, which are obtained from
Section 4.2.
3.7. Performance Comparison
The performance comparison of various types of linear machines is shown in
Table 4. It can be seen that force density (the thrust force per volume) of the STTF-PMLSM is lower than that of S type and TL-SPM, and higher than that of other types. On the other hand, the thrust force per air-gap area of the STTF-PMLSM is 37.06% higher than that of S type and it also the largest among these types. Furthermore, compared with other types, the thrust constant of the STTF-PMLSM is relatively low. Therefore, it is difficult to evaluate the superiority or inferiority of the STTF-PMLSM because of the different design conditions. However, it is confirmed that the STTF-PMLSM is close to the latest state of the art in linear machine technology [
19].