Motors 102 — How to Size an AC Motor
Servo and stepper sizing starts from torque and speed. AC induction motors are sized primarily by horsepower (HP)—the mechanical power required to do work. The goal is to match motor HP, speed, and torque capacity to the driven load’s demand.
Step 1 — Define the Load
1. Load Type
Constant torque: conveyors, mixers, positive displacement pumps.
Variable torque: centrifugal fans, blowers, pumps (torque ∝ speed²).
Constant power: machine tools, winders, grinders (torque decreases with speed).
2. Load Inertia & Start-Stop Requirements
AC motors don’t like rapid reversals or high-inertia starts. Identify load inertia and whether you’ll use soft-start or VFD ramp control.
3. Duty Cycle
Continuous → select nameplate HP for continuous load.
Intermittent → higher HP may not be required (motor can cool between runs).
Frequent start/stop → consider NEMA design letter and service factor.
Step 2 — Determine Required Horsepower
The fundamental sizing relationship:
Horsepower (HP) = (Torque × Speed) / 5252 Torque (lb·ft) = (HP × 5252) / RPM
Example: A conveyor requiring 45 lb·ft at 1750 RPM → (45 × 1750)/5252 ≈ 15 HP.
Step 3 — Select Motor Speed (Poles & Synchronous RPM)
| Poles | Synchronous Speed (60 Hz) | Typical Full-Load Speed | Notes |
|---|---|---|---|
| 2-pole | 3600 RPM | 3400 – 3500 RPM | High speed, low torque |
| 4-pole | 1800 RPM | 1725 – 1750 RPM | Common industrial speed |
| 6-pole | 1200 RPM | 1150 – 1175 RPM | Higher torque, quieter |
| 8-pole | 900 RPM | 850 – 875 RPM | Low speed, high torque |
Select motor poles to match the required shaft speed—use gearing, pulleys, or VFD if exact speed control is needed.
Step 4 — Decide Control Method
Across-the-Line Start
Simple, full-voltage connection. High inrush current (~6–8× rated). Use only if fixed speed and utility limits allow.
Soft-Start
Reduces inrush current; gentle acceleration. Common in pumps and compressors.
Variable Frequency Drive (VFD)
Varies frequency and voltage to control speed/torque. Enables energy savings, smooth acceleration, and closed-loop vector control if paired with encoder.
Step 5 — Consider Environment & Mounting
Enclosure Type
ODP (open drip-proof), TEFC (totally enclosed fan cooled), TENV (non-vented), Explosion-Proof, Washdown, etc.
Mounting
Foot-mount (B3), C-face (B14), D-flange (B5), or custom OEM. Confirm shaft height and frame (NEMA 56–449 or IEC 63–315).
Step 6 — Check Service Factor & NEMA Design
Service Factor (SF): extra capacity built in—e.g., 1.15 SF means the motor can handle 15% overload without overheating.
| NEMA Design | Starting Torque | Slip | Applications |
|---|---|---|---|
| A | Low | Low | Fans, pumps (low start torque) |
| B | Normal | Normal | General-purpose industrial (most common) |
| C | High | Moderate | Compressors, conveyors (high inertia) |
| D | Very High | High | Punch presses, crushers (high peak torque) |
Teaching Summary
- Servo/Stepper: size from required torque & speed (dynamic motion).
- AC Induction: size from required power (HP) & continuous torque.
- Drive type: across-the-line → simple; VFD → variable speed/energy savings.
- Key checks: HP, RPM, load type, duty cycle, enclosure, service factor.
Rule of thumb: for constant torque applications, choose the smallest HP motor that delivers required torque at full load with 1.15 service factor. Validate current draw and thermal rise under your duty cycle.
