Formula sheet
Electrical Machines and Motor Drive Systems Formula Sheet
Machine and motor-drive formulas for torque, speed, slip, input current, efficiency, starting current, voltage dip, VFD speed, RMS duty current, thermal limits, and validation.
This formula sheet collects first-pass calculations for electrical machines and motor drive systems. Use it to connect machine nameplate data, shaft torque, speed, slip, starting current, source voltage dip, variable-frequency drive operation, duty-cycle RMS current, braking energy, thermal limits, protection, and validation evidence.
The equations are screening and design-review tools. They do not replace a manufacturer torque-speed curve, finite-element electromagnetic model, thermal test, harmonic study, protection coordination study, safety assessment, or commissioning measurement. They are useful only when the machine boundary, load case, RMS and peak quantities, duty cycle, cooling assumption, supply impedance, drive current limit, protection setting, and measurement method are stated.
Symbols and Units
| Symbol | Meaning | Common unit |
|---|---|---|
| P | active or mechanical power, depending on context | W or kW |
| S | apparent power | VA or kVA |
| Q | reactive power | var or kvar |
| V_{LL} | line-to-line RMS voltage | V |
| I_L | line RMS current | A |
| PF | power factor | dimensionless |
| \eta | efficiency | dimensionless |
| T | shaft torque | N m |
| \omega | angular speed | rad/s |
| n | rotational speed | rpm |
| n_s | synchronous speed | rpm |
| f | electrical frequency | Hz |
| p | number of machine poles | dimensionless |
| s | induction-machine slip | dimensionless |
| J | reflected inertia at the motor shaft | kg m^2 |
| \alpha | angular acceleration | rad/s^2 |
| I_{FL} | full-load current | A |
| I_{start} | starting current | A |
| Z_{source,pu} | source impedance on the selected base | pu |
Use RMS values for AC current and voltage unless a formula explicitly states peak, instantaneous, or DC-link quantities. Do not mix shaft output power, electrical input power, apparent power, and converter DC-link power without defining the boundary.
Mechanical Power, Torque, and Speed
Angular speed from rpm is:
Mechanical shaft power is:
Therefore:
In the common kW/rpm form:
This relation is exact for power, torque, and speed at the same shaft. If a gearbox, belt stage, coupling, or reflected load is present, move power and torque through that transmission before comparing to the motor nameplate.
Worked Example: Shaft Torque from Rated Power
A machine must deliver 75\ \text{kW} at 1480\ \text{rpm}. Estimate required shaft torque.
Use:
Substitute:
The value is the average shaft torque at that operating point. It does not prove that the motor can start the load, accelerate it within the required time, handle cyclic overload, or remain within its thermal limit. Those checks require torque-speed and duty-cycle information.
Three-Phase Input Power and Full-Load Current
For balanced three-phase input:
Active input power is:
If shaft output power, efficiency, and power factor are known:
These formulas assume balanced sinusoidal fundamental quantities. Inverter input currents, distorted currents, unbalanced loads, and harmonic heating require the AC power and converter formulas linked from this page.
Worked Example: Motor Input Current from Shaft Power
A 75\ \text{kW} motor operates from 480\ \text{V} three-phase. At this load, estimate \eta=0.94 and PF=0.88.
Input active power:
Input apparent power:
Line current:
This is a normal running-current estimate, not a starting-current estimate. Conductors, overloads, drive current ratings, transformer loading, and short-time current limits must be checked against the project rules and the actual machine data sheet.
Efficiency and Loss Balance
Machine or drive efficiency is:
Loss is:
For a motor-drive package:
Approximate heat that must be removed from the electrical package is the sum of converter loss, motor electrical and magnetic loss, cable/filter loss, and enclosure loss:
The loss split matters because the thermal paths are different. Semiconductor junction temperature, motor winding temperature, bearing temperature, cable temperature, and enclosure air temperature can all have different limits.
Synchronous Speed and Slip
For an AC rotating field:
where p is the number of poles. For an induction motor:
Rotor electrical frequency is:
Slip is required for induction-machine torque in motoring operation. A low slip near rated load is normal. A slip that is much higher than expected can indicate overload, low voltage, incorrect frequency, damaged rotor bars, excessive load torque, or incorrect measurement.
Worked Example: Slip and Rotor Frequency
A four-pole induction motor is supplied at 60\ \text{Hz} and runs at 1765\ \text{rpm} under load.
Synchronous speed:
Slip:
Rotor electrical frequency:
The result is plausible for a loaded induction motor. If a tachometer reports a much lower speed at the same supply frequency, the engineer should check mechanical load, voltage, phase balance, rotor condition, and whether the machine is actually connected as assumed.
Load Acceleration and Required Torque
Angular acceleration is:
Acceleration torque for reflected inertia is:
Required motor shaft torque during acceleration is approximately:
If a gearbox is present, reflect load inertia to the motor shaft:
This equation assumes ideal rigid gearing for the inertia transformation. Backlash, compliance, belt slip, torsional resonance, and clutch behavior require a dynamic model.
Worked Example: Acceleration Torque and Short-Time Power
A drive must accelerate a load with reflected inertia J=8.5\ \text{kg m}^2 from rest to 1200\ \text{rpm} in 4.0\ \text{s}. The process load torque during acceleration is 55\ \text{N m}.
Final angular speed:
Angular acceleration:
Acceleration torque:
Required shaft torque:
Near final speed, the mechanical power associated with this torque is:
The conclusion is not automatically “select a 40.7 kW motor.” The conclusion is that the motor and drive must supply about 323\ \text{N m} for the specified acceleration without violating current, voltage, thermal, mechanical, or protection limits. Continuous rating and short-time overload rating must both be checked.
Load Torque Laws
Common first-pass load models are:
| Load type | Approximate torque law | Approximate power law |
|---|---|---|
| conveyor, hoist, positive-displacement pump | T\approx\text{constant} | P\propto\omega |
| fan, centrifugal pump in the same system | T\propto\omega^2 | P\propto\omega^3 |
| winder or constant-tension process | T\propto r at the roll | depends on diameter and speed |
| machine tool spindle | P\approx\text{constant} above base speed | T\propto1/\omega |
Affinity laws for fans and pumps are valid only when the same machine, same fluid, same geometry, and similar operating region apply. Throttled systems, cavitation, static head, compressibility, control valves, and changed impellers can break the simple cubic power law.
Starting Current and Voltage Dip
For across-the-line induction-motor starting:
where k_{LR} is the locked-rotor current multiple, often taken from manufacturer data or a motor code letter.
A simple per-unit voltage-dip screen is:
If existing load current is significant, it should be included in the voltage profile, but the starting-current transient is usually the dominant new disturbance.
Starting current is not the same as starting torque. For many induction motors, starting torque is roughly proportional to voltage squared:
Reducing voltage can reduce current and voltage dip, but it can also prevent acceleration if load breakaway torque is high.
Worked Example: Starting Current and Voltage-Dip Screen
A 150\ \text{kW} motor on a 480\ \text{V} bus has estimated \eta=0.95, PF=0.89, and locked-rotor current equal to 6.2I_{FL}. The source transformer base is 1000\ \text{kVA} with Z_{source}=0.055\ \text{pu}.
Rated apparent power:
Full-load current:
Starting current:
Starting apparent power:
On the transformer base:
Approximate voltage dip:
The bus may dip to roughly 0.94\ \text{pu} before existing-load drop and feeder impedance are added. That may be acceptable for some equipment and unacceptable for sensitive controls. The result should be validated with a motor-starting study or captured RMS voltage trend during commissioning.
Variable-Frequency Drive Speed and Volts per Hertz
Ideal synchronous speed under VFD control is still:
Induction motor shaft speed is approximately:
Below base speed, simple scalar control often keeps:
At very low speed, stator resistance voltage drop, cooling reduction, sensorless-estimation limits, and load friction can make the simple volts-per-hertz rule inaccurate. Above base speed, voltage is usually limited and the drive enters field weakening; torque capability falls as speed rises.
Worked Example: VFD Output Frequency for Required Speed
A four-pole induction motor must run a conveyor at about 900\ \text{rpm}. Expected slip at the required torque is 2.5\%.
From n_r=n_s(1-s):
Required output frequency:
This is a starting setpoint, not proof of delivered speed. Commissioning should verify tachometer speed, motor current, torque margin, cooling at reduced speed, and whether conveyor breakaway torque changes the slip estimate.
Duty-Cycle RMS Current and Thermal Screening
For a repeating duty cycle, a first-pass RMS current is:
The same form can be used for RMS torque when torque is proportional to current in the valid operating region:
Thermal acceptability requires:
and each short-time segment must also satisfy:
RMS screening is not a complete thermal model. It ignores thermal time constants, hotspot location, speed-dependent cooling, ambient temperature, altitude, enclosure airflow, harmonic loss, and repeated braking energy unless those effects are added explicitly.
Worked Example: Intermittent Duty Current
A drive cycle repeats every 100\ \text{s}:
| Segment | Current | Duration |
|---|---|---|
| acceleration | 180\ \text{A} | 8\ \text{s} |
| running | 95\ \text{A} | 70\ \text{s} |
| braking | 140\ \text{A} | 6\ \text{s} |
| idle | 25\ \text{A} | 16\ \text{s} |
RMS current:
If the drive is derated to 110\ \text{A} continuous in the enclosure, the RMS current screen passes. The engineer still has to check whether 180\ \text{A} for 8\ \text{s} is inside the drive overload curve, whether braking energy is acceptable, and whether low-speed cooling is adequate.
Regeneration and Braking Energy
Energy removed when slowing from \omega_1 to \omega_2 is:
Average braking power over time \Delta t is:
The energy must go somewhere: a braking resistor, a regenerative front end, a DC bus shared with another load, storage, mechanical friction, or heat inside the machine and process. The energy path must be designed, protected, and validated.
Worked Example: Braking Resistor Energy Screen
A centrifuge has reflected inertia J=18\ \text{kg m}^2 at the motor shaft and slows from 1800\ \text{rpm} to rest in 12\ \text{s}.
Initial angular speed:
Energy removed:
Average braking power:
The resistor or regenerative system must handle the energy per stop and the average power over repeated stops. A resistor that survives one stop may overheat during a production sequence with short intervals between stops.
Protection and Derating Checks
Useful screening ratios are:
These ratios should be calculated for the actual load cases: starting, acceleration, continuous duty, overload, braking, regeneration, stall, low-speed operation, loss of cooling, and restart after a trip.
Common derating drivers include ambient temperature, altitude, enclosure type, switching frequency, output frequency, low-speed fan cooling, cable length, harmonic current, dirty filters, weak source impedance, unbalanced supply voltage, and corrosive or dusty environment.
Validation Measurements
The calculation file should name the measurement that validates each important assumption.
| Calculation | Validation evidence |
|---|---|
| full-load current | clamp meter or drive current trend at known load |
| speed and slip | tachometer, encoder count, or drive speed estimate checked against independent measurement |
| starting current | event capture or power-quality recorder |
| voltage dip | RMS voltage trend at the affected bus |
| acceleration torque | acceleration time, current trend, and speed trend |
| duty-cycle RMS current | logged current over complete production cycle |
| braking energy | DC-link voltage, resistor temperature, regenerative power, or stop-time trend |
| thermal margin | winding, bearing, drive heatsink, and enclosure temperature trend |
| protection | injected test, staged fault, parameter review, trip log, or commissioning record |
Validation should capture both value and context: load condition, ambient temperature, supply voltage, parameter set, firmware version, enclosure state, cooling state, cable configuration, and measurement uncertainty.
Common Mistakes
Common mistakes include using shaft kW as if it were input kVA, treating VFD output as a sinusoidal utility source, ignoring locked-rotor current, selecting a motor by steady power while ignoring acceleration torque, using volts-per-hertz control below its valid speed range, and assuming that reduced voltage always solves starting problems.
Other mistakes are thermal and operational: checking RMS current but not peak overload, validating one stop but not repeated braking, ignoring low-speed cooling, changing switching frequency without revisiting thermal and EMC effects, applying long motor cables without insulation and leakage-current checks, and preserving no record of the final drive parameter set.
The safe engineering habit is to keep electrical, magnetic, mechanical, thermal, control, protection, and measurement assumptions together. A motor-drive calculation is useful only when it predicts the load case that will actually be commissioned.