Electrical Machines · Chapter 17

Doubly Excited Magnetic Systems

Part 1 · Principles of Energy Conversion — add a second winding and a new torque appears: one that depends on the product of two currents, works without saliency, and can be reversed. That is every DC and synchronous machine in a single sentence.

Prof. Mithun Mondal Engineering Devotion Digital Textbook
i Learning Objectives

By the end of this chapter you should be able to:

  • Write the coenergy of a two-winding system and identify its mutual term.

  • Derive the three components of torque and say which survives when the rotor is cylindrical.

  • Explain why the mutual torque can be reversed whereas a singly excited force cannot.

  • Describe torque development by the alignment of two fields for soft iron, a permanent magnet and an electromagnet.

  • Identify the stable and unstable positions in each case, and the period of the torque.

  • Derive \(T = 2BIlr\sin\theta = K_L\sin\theta\) geometrically and confirm it against the energy method.

  • Combine alignment and reluctance torque and find the angle of maximum total torque.

  • State the two methods of obtaining unidirectional torque and identify the machine each produces.

Section 17-1

Two Windings, One Field

A doubly excited magnetic system has two windings sharing one magnetic circuit, with a movable member between them. Typically one winding is on the stationary member and the other on the rotating one — a field winding and an armature winding, in the language of Part 2.

Chapter 16 ended on a limitation. A singly excited system develops a force proportional to \(i^{2}\), so it can only attract, never repel, and reversing the supply changes nothing. That is enough for a relay but useless for a machine, which must be able to motor and to brake, to run forwards and backwards.

The second winding removes the limitation entirely. As Section 17-3 shows, a new torque term appears which is proportional to the product \(i_1i_2\) rather than to a square. Reverse one current and the torque reverses; reverse both and it does not. Every DC machine, every synchronous machine and every induction machine in this book runs on that term.

Table 17.1 — Singly and doubly excited systems compared.
FeatureSingly excitedDoubly excited
ExcitationsOneTwo
Torque depends on\(i^{2}\)\(i_1i_2\) (plus \(i^{2}\) terms)
Can torque reverse?NoYes
Needs saliency?Yes — no variation, no forceNo
Torque period180° (varies as \(\sin2\theta\))360° (varies as \(\sin\theta\))
Typical devicesRelay, solenoid, reluctance motorDC, synchronous and induction machines
Video · Torque Development by Field Alignment
Section 17-2

Coenergy with Two Windings

With two windings the flux linkage of each depends on both currents:

\[\lambda_1 = L_1i_1 + Mi_2, \qquad \lambda_2 = Mi_1 + L_2i_2\]

and the coenergy, obtained by the same integration as in Chapter 15 but now over both currents in turn, is the expression already met in Chapter 14:

📐
Coenergy of a Two-Winding System
Two self terms and one mutual term
\[W'_{\text{fld}} = \tfrac{1}{2}L_1i_1^{2} + \tfrac{1}{2}L_2i_2^{2} + Mi_1i_2\]

For a linear system this equals the field energy, as Chapter 15 established. All three coefficients — \(L_1\), \(L_2\) and \(M\) — may depend on the rotor angle \(\theta\).

Which of the three actually varies with angle depends on the geometry, and this is worth settling before any calculation:

  • \(L_1\), the stator self-inductance, varies with \(\theta\) only if the rotor is salient — a shaped rotor presents different reluctance at different angles.

  • \(L_2\), the rotor self-inductance, varies with \(\theta\) only if the stator bore is non-uniform, which for a slotted but essentially cylindrical stator it is not. In most machines \(L_2\) is constant.

  • \(M\), the mutual inductance, always varies with \(\theta\), being greatest when the two windings' axes coincide and zero when they are perpendicular:

    \[M(\theta) = M_{\max}\cos\theta\]
Section 17-3

The Three Components of Torque

The torque follows from Chapter 16's rule, differentiating the coenergy with respect to angle while holding both currents constant:

\[T = \left.\frac{\partial W'_{\text{fld}}}{\partial\theta}\right|_{i_1,\,i_2}\]
The General Torque Equation
Two reluctance terms and one alignment term
\[T = \underbrace{\tfrac{1}{2}i_1^{2}\frac{\mathrm{d}L_1}{\mathrm{d}\theta} + \tfrac{1}{2}i_2^{2}\frac{\mathrm{d}L_2}{\mathrm{d}\theta}}_{\text{reluctance torque}} + \underbrace{i_1i_2\frac{\mathrm{d}M}{\mathrm{d}\theta}}_{\text{alignment torque}}\]

The first two terms are exactly the singly excited result of Chapter 16, one for each winding. The third is new, and it is the term that makes machines possible.

Substituting \(M = M_{\max}\cos\theta\) gives the alignment torque explicitly:

\[T_{\text{align}} = i_1i_2\frac{\mathrm{d}}{\mathrm{d}\theta}\left(M_{\max}\cos\theta\right) = -i_1i_2M_{\max}\sin\theta\]

so \(T \propto \sin\theta\) — a result obtained quite differently in Section 17-7, from pure geometry.

It survives without saliency

If the rotor is cylindrical, \(L_1\) and \(L_2\) are constant, both reluctance terms vanish, and the alignment torque is all the torque there is.

A round-rotor synchronous machine or a DC machine works entirely on this term.

It can be reversed

Because it depends on the product \(i_1i_2\), reversing either current reverses the torque; reversing both leaves it unchanged.

This is why a DC motor is reversed by swapping either the field or the armature connections, but not both.

stator · winding 1 rotor · 2 F_m F_r θ T The rotor field always tries to line up with the main field. M(θ) = M_max cos θ T = −i₁i₂ M_max sin θ θ = 0 : T = 0, stable θ = 90° : T maximum θ = 180° : T = 0, unstable θ is the torque angle — the load angle δ of Chapter 76.
The torque angle between the two field axes. Torque acts to close it.
1 Worked Example 17.1 — All Three Components

Problem. A doubly excited system has \(L_1 = 0.30 + 0.05\cos2\theta\) H, \(L_2 = 0.20\) H (constant) and \(M = 0.15\cos\theta\) H. The currents are \(i_1 = 10\) A and \(i_2 = 5\) A. Find each torque component at \(\theta = 30^{\circ}\) and the maximum value of each.

Derivatives.

\[\frac{\mathrm{d}L_1}{\mathrm{d}\theta} = -0.10\sin2\theta, \qquad \frac{\mathrm{d}L_2}{\mathrm{d}\theta} = 0, \qquad \frac{\mathrm{d}M}{\mathrm{d}\theta} = -0.15\sin\theta\]

At \(\theta = 30^{\circ}\): \(\sin 30^{\circ} = 0.500\) and \(\sin 60^{\circ} = 0.866\), so

\[T_{\text{rel}} = \tfrac{1}{2}i_1^{2}\frac{\mathrm{d}L_1}{\mathrm{d}\theta} = \tfrac{1}{2}(100)(-0.0866) = -4.330~\mathrm{N\,m}\]
\[T_{\text{align}} = i_1i_2\frac{\mathrm{d}M}{\mathrm{d}\theta} = (50)(-0.0750) = -3.750~\mathrm{N\,m}\]
\[T = -4.330 - 3.750 = -8.080~\mathrm{N\,m}\]

Maximum of each.

\[T_{\text{align,max}} = i_1i_2M_{\max} = (50)(0.15) = 7.50~\mathrm{N\,m} \quad\text{at } \theta = 90^{\circ}\]
\[T_{\text{rel,max}} = \tfrac{1}{2}i_1^{2}(0.10) = 5.00~\mathrm{N\,m} \quad\text{at } \theta = 45^{\circ}\]

Comment. Both components are negative here, so both act to reduce \(\theta\) — pulling the rotor towards alignment. Note that they peak at different angles, 90° and 45°, because one varies as \(\sin\theta\) and the other as \(\sin2\theta\). The total therefore peaks somewhere between, as Section 17-8 works out precisely.

Note also that \(L_2\), being constant, contributes nothing at all. This is the usual situation: the rotor sees an essentially cylindrical stator bore, so only the stator self-inductance and the mutual inductance vary with angle.

Section 17-4

Torque by the Alignment of Two Fields

The energy method gives the answer but not much physical insight. The classical approach reaches the same result by asking what happens when a magnetisable body is placed in an existing field and allowed to turn.

The following cases are considered to understand the process of torque development by the alignment of two fields:

  • Soft iron piece placed in the magnetic field.

  • Permanent magnet placed in the magnetic field.

  • Electromagnet placed in the magnetic field.

In each case a stationary main field \(F_m\) is produced by permanent magnets, and a rotatable member develops its own field \(F_r\). The angle between the two axes is the torque angle \(\theta\), and the torque acts to bring the two into line.

Why three cases and not one. They differ in where \(F_r\) comes from, and that changes the behaviour fundamentally. Soft iron has no field of its own — its poles are induced by the main field and flip as it rotates, so the torque repeats every 180°. A permanent magnet and an electromagnet carry fixed polarities that rotate with the member, so their torque repeats every 360°. The first is the reluctance torque of Chapter 16; the second and third are the alignment torque of this one.
Section 17-5

Soft Iron in a Magnetic Field

Consider a soft iron piece, capable of free rotation, placed in the magnetic field of two permanent magnets. The magnetic lines of force are set up in the soft iron piece.

A soft iron piece free to rotate, placed in the magnetic field of two permanent magnets, with lines of force passing through it
A soft iron piece in the field of two permanent magnets.
Position 1 — Aligned, \(\theta = 0\)
  • The molecular poles get aligned parallel to the magnetic field due to magnetic induction.

  • The soft iron piece obtains the polarities as marked.

  • This is the stable position of the soft iron piece.

  • Torque produced in this case is zero.

Soft iron piece aligned with the main field, showing induced polarities and zero torque
Aligned position — stable, zero torque.
Position 2 — Rotated, \(\theta \lt 90^{\circ}\)
  • If the soft iron piece is rotated through an angle \(\theta\) (with \(\theta \lt 90^{\circ}\)), then by magnetic induction ends A and B become north and south poles respectively.

  • A force of attraction acts on the two ends and the soft iron piece will try to come in line with the main field — that is, the position of least reluctance path.

  • This anticlockwise torque tries to decrease the angle \(\theta\) and is considered as negative.

Soft iron piece rotated through an angle less than ninety degrees, with induced north and south poles at ends A and B
Rotated below 90° — a restoring torque acts to close the angle.
Position 3 — Perpendicular, \(\theta = 90^{\circ}\)
  • When the soft iron piece is rotated through an angle \(\theta = 90^{\circ}\), an equal force of attraction and repulsion acts on each end of the soft iron piece, therefore the torque produced is zero.

  • This is the unstable position of the soft iron piece, because a slight change in angle \(\theta\) in either direction will create a torque in that direction.

Soft iron piece at ninety degrees to the main field, where the forces balance and the torque is zero
At 90° — zero torque, but unstable equilibrium.
Position 4 — Beyond, \(\theta \gt 90^{\circ}\)
  • When the soft iron piece is rotated through an angle \(\theta \gt 90^{\circ}\), then by magnetic induction ends A and B become south and north poles respectively — the polarities have reversed.

  • The torque now acts to carry the piece onward to \(\theta = 180^{\circ}\), which is a second stable position identical in every respect to \(\theta = 0\).

Soft iron piece rotated beyond ninety degrees, with the induced polarities now reversed
Beyond 90° — the induced polarities reverse and the torque changes sign.
The soft iron piece rotated further, approaching the one hundred and eighty degree position
Approaching 180°, the iron lines up with the field once more.
The soft iron piece aligned at one hundred and eighty degrees, a second stable position
At 180° — aligned again, and stable again.
The soft iron piece rotated past one hundred and eighty degrees, repeating the earlier sequence
Past 180° the whole sequence repeats.
The soft iron piece near two hundred and seventy degrees, where the unstable condition recurs
At 270° the unstable condition recurs.
Summary diagram of the soft iron piece rotating through a complete revolution in the main field
The complete sequence over one revolution.
Graph of torque against angle for a soft iron piece, showing two complete torque cycles per mechanical revolution
Torque against angle for the soft iron piece — two complete cycles per revolution, the signature of reluctance torque.
🔁
The Soft-Iron Case Is Reluctance Torque
Two stable positions per revolution

Because the induced polarities reverse as the piece passes 90°, the pattern repeats every 180°. There are stable positions at \(\theta = 0\) and \(180^{\circ}\), unstable positions at \(90^{\circ}\) and \(270^{\circ}\), and the torque varies as \(\sin2\theta\).

This is exactly the \(T = -i^{2}L_2\sin2\theta\) of Section 16-7. The soft iron piece has no excitation of its own, so it is a singly excited system in disguise — which is why it cannot tell one end of the main field from the other.

Section 17-6

Permanent Magnet in a Magnetic Field

Replace the soft iron by a permanent magnet, free to rotate. Now the rotor has a polarity of its own, which travels with it.

Position 1 — In line, \(\theta = 0\)
  • There is a force of attraction on the north and south pole of the rotating magnet which, being equal and opposite, cancel each other.

  • In this position the torque produced is zero, because the field of the rotating magnet \(F_r\) and the field of the stationary permanent magnet \(F_m\) are in line with each other.

A rotatable permanent magnet in line with the main field, with equal and opposite forces on its two poles
Aligned — the two pole forces cancel and the torque is zero.
Position 2 — Between 0 and 180°
  • When the magnet is rotated through an angle \(\theta\) — less than 90°, equal to 90°, or more than 90° but less than 180° — its north pole will be attracted towards the south pole, and its south pole towards the north pole, of the stationary permanent magnets.

  • In other words, the rotor field \(F_r\) tries to come in line with the main field \(F_m\), and torque is developed.

  • This anticlockwise torque is considered negative, because it is decreasing the torque angle \(\theta\).

A rotatable permanent magnet displaced from the main field, developing a torque that acts to realign it
Displaced — a restoring torque develops, greatest at 90°.
Position 3 — Opposed, \(\theta = 180^{\circ}\)
  • When the magnet is rotated through an angle \(\theta = 180^{\circ}\), the two fields \(F_r\) and \(F_m\) are in line with each other but acting in opposite directions.

  • Therefore the torque developed is zero, but this is the unstable position, because a slight change in angle \(\theta\) in either direction will create a torque in that direction and the rotor will not regain its original position.

A rotatable permanent magnet at one hundred and eighty degrees, directly opposed to the main field
At 180° — zero torque, but the equilibrium is unstable.
Position 4 — Between 180° and 360°
  • When the magnet is rotated through an angle \(\theta\) more than 180° but less than 360° — that is, less than 270°, equal to 270°, or more than 270° — its north and south poles will be attracted towards the south and north poles of the stationary permanent magnets respectively.

  • In other words \(F_r\) will again try to come into line with \(F_m\), but now the torque is positive, carrying the rotor onward towards \(360^{\circ}\) — which is the same position as \(0^{\circ}\).

A rotatable permanent magnet rotated beyond one hundred and eighty degrees, with the torque now carrying it forward to alignment
Beyond 180° — the torque reverses sign and carries the rotor on to alignment.
The rotatable permanent magnet returned to its aligned stable position after a complete revolution
At 360° the magnet is back in its single stable position.
The Magnitude of the Torque

Let

\[\begin{aligned} \theta &= \text{angle between the axes of the two fields } F_m \text{ and } F_r \\ l &= \text{length of magnet } A \\ r &= \text{radius of circle in which rotation takes place} \\ F &= \text{force acting on north and south pole of magnet } A \end{aligned}\]

Torque is force times perpendicular distance. In the right-angled triangle oab, the distance perpendicular to the force is

\[ab = oa\sin\theta = r\sin\theta\]

and since both poles contribute equally,

\[T = 2Fr\sin\theta\]
One stable position, not two. Unlike the soft iron piece, a permanent magnet distinguishes the two ends of the main field. Its stable position is at \(\theta = 0\) alone; \(180^{\circ}\) is unstable. The torque therefore varies as \(\sin\theta\) with a period of 360°, exactly as the alignment term of Section 17-3 predicts, and exactly half the frequency of the soft-iron case.
Section 17-7

Electromagnet in a Magnetic Field

Now replace the permanent magnet by an electromagnet — a coil of current-carrying conductors on a rotatable former. This is the actual armature of a machine, and the analysis gives the classical torque expression.

A current-carrying coil acting as an electromagnet, free to rotate in the field of two permanent magnets
An electromagnet — a current-carrying coil — in the main field.

Let

\[\begin{aligned} F &= \text{force acting on the two conductors} \\ r &= \text{radius of circle in which the conductor rotates} \\ \theta &= \text{angle between the field } F_m \text{ and } F_r \end{aligned}\]

In the right-angled triangle, the angle \(aob = \theta\), so the distance perpendicular to the force is

\[ab = oa\sin\theta = r\sin\theta\]

The total torque acting on the two conductors is therefore

\[T = 2Fr\sin\theta\]

The force on a current-carrying conductor in a field was established in Chapter 1 as \(F = BIl\), where

\[\begin{aligned} B &= \text{flux density of the main field} \\ I &= \text{current flowing through the conductor} \\ l &= \text{effective length of conductor} \end{aligned}\]
🎯
The Classical Torque Equation
Torque varies as the sine of the torque angle
\[\begin{aligned} T &= 2BIlr\sin\theta \\ T &= K_L\sin\theta \qquad \left[\text{where } K_L = 2BIlr \text{ is a constant}\right] \\ T &\propto \sin\theta \end{aligned}\]

Torque is greatest at \(\theta = 90^{\circ}\), when the two field axes are perpendicular, and zero when they are in line.

Two Routes, One Answer

This geometric derivation and the energy method of Section 17-3 give the same law:

\[T = -i_1i_2M_{\max}\sin\theta \qquad\text{versus}\qquad T = 2BIlr\sin\theta\]

The correspondence is exact. The main field \(B\) is produced by the field current \(i_1\), the conductor current \(I\) is \(i_2\), and the geometry \(2lr\) together with the field constant is what \(M_{\max}\) represents. The energy method reaches the result without ever mentioning a conductor, which is why it extends to machines where the currents flow in complicated distributed windings — the subject of Chapter 19.

2 Worked Example 17.2 — A Cylindrical-Rotor Machine

Problem. A machine has a cylindrical rotor, so that \(L_1\) and \(L_2\) are constant and \(M = 0.12\cos\theta\) H. The currents are \(i_1 = 8.0\) A and \(i_2 = 4.0\) A. Find the torque at \(\theta = 30^{\circ}\) and its maximum. What happens if \(i_2\) is reversed?

Torque. With no saliency, only the alignment term survives:

\[T = i_1i_2\frac{\mathrm{d}M}{\mathrm{d}\theta} = -i_1i_2M_{\max}\sin\theta = -(8.0)(4.0)(0.12)\sin\theta = -3.84\sin\theta ~\mathrm{N\,m}\]

At 30°.

\[T = -(3.84)(0.500) = -1.92~\mathrm{N\,m}\]

Maximum.

\[T_{\max} = 3.84~\mathrm{N\,m} \quad\text{at } \theta = 90^{\circ}\]

Reversing \(i_2\). The product \(i_1i_2\) changes sign, so

\[T = +3.84\sin\theta ~\mathrm{N\,m}\]

The torque has reversed — the machine now drives the other way, or brakes.

Comment. Contrast this with Chapter 16, where reversing the current changed nothing whatever. The ability to reverse torque by reversing one excitation is the single most important practical consequence of double excitation, and it is why a DC motor is reversed by swapping either the field or the armature leads — but never both, which would leave the product unchanged.

3 Worked Example 17.3 — The Geometric Route

Problem. An armature coil has two active conductors of effective length 0.25 m at a radius of 0.10 m, carrying 15 A in a main field of 0.80 T. Find the force per conductor, the torque constant \(K_L\), and the torque at \(\theta = 60^{\circ}\) and at maximum.

Force per conductor.

\[F = BIl = (0.80)(15)(0.25) = 3.00~\mathrm{N}\]

Torque constant.

\[K_L = 2BIlr = 2(0.80)(15)(0.25)(0.10) = 0.600~\mathrm{N\,m}\]

Torque at 60°.

\[T = K_L\sin\theta = (0.600)\sin 60^{\circ} = (0.600)(0.866) = 0.520~\mathrm{N\,m}\]

Checking directly from \(T = 2Fr\sin\theta = 2(3.00)(0.10)(0.866) = 0.520\) N·m \(\checkmark\)

Maximum torque. At \(\theta = 90^{\circ}\), \(T = K_L = 0.600\) N·m.

Comment. A single coil produces very little torque, which is why real armatures carry hundreds of conductors. Note also that the torque falls away as the coil approaches alignment — at 60° it has already lost 13 % of its peak, and at 30° it would deliver only half. Keeping the machine near \(\theta = 90^{\circ}\) is the whole purpose of the commutator, as Section 17-9 explains.

Section 17-8

Combined Alignment and Reluctance Torque

Most real machines have both components. A salient-pole synchronous machine has a shaped rotor, so \(L_1\) varies with angle, and a field winding, so \(M\) varies too. The total torque is the sum:

\[T = T_1\sin\delta + T_2\sin 2\delta\]

where \(\delta\) is the torque angle — called the load angle in Chapter 76 — and the two coefficients come from the alignment and reluctance terms respectively.

045°90°135°180° load angle δ torque alignment · T₁ sin δ reluctance · T₂ sin 2δ TOTAL peak at δ ≈ 68.5° Saliency raises the peak torque and moves it to a smaller angle. Beyond 90° the reluctance term turns negative and subtracts.
The two components and their sum, for \(T_1 = 240\) and \(T_2 = 60\) N·m.
4 Worked Example 17.4 — A Salient-Pole Machine

Problem. A salient-pole machine has \(T = 240\sin\delta + 60\sin2\delta\) N·m. Find the torque at \(\delta = 30^{\circ}\), \(45^{\circ}\), \(60^{\circ}\) and \(90^{\circ}\), and the angle and value of maximum torque. Compare with an equivalent cylindrical machine.

Table 17.2 — Torque components against load angle.
\(\delta\)Alignment (N·m)Reluctance (N·m)Total (N·m)
30°120.052.0172.0
45°169.760.0229.7
60°207.852.0259.8
68.5°223.340.9264.2
90°240.00.0240.0

Angle of maximum torque. Setting the derivative to zero:

\[\frac{\mathrm{d}T}{\mathrm{d}\delta} = 240\cos\delta + 120\cos2\delta = 0\]

Using \(\cos2\delta = 2\cos^{2}\delta - 1\) and dividing by 120:

\[2\cos^{2}\delta + 2\cos\delta - 1 = 0 \quad\Longrightarrow\quad \cos\delta = \frac{-2 + \sqrt{12}}{4} = 0.3660\]
\[\delta_{\max} = 68.5^{\circ}, \qquad T_{\max} = 264.2~\mathrm{N\,m}\]

Comparison. A cylindrical machine with the same alignment coefficient would peak at \(240\) N·m at \(\delta = 90^{\circ}\). Saliency has raised the peak by 10.1 % and moved it back to 68.5°.

Comment. Two practical consequences follow, and both matter in Chapter 76. A salient machine produces more torque than a cylindrical one of the same rating, at no cost in excitation — the extra comes free from the rotor's shape. And because the peak occurs at a smaller angle, the machine has a wider margin of stability: it reaches maximum torque before the load angle has grown dangerously large.

Note also that beyond 90° the reluctance term turns negative and works against the alignment term, which is why the total curve falls below the alignment curve in the right-hand half of the figure.

Section 17-9

Production of Unidirectional Torque

There is a difficulty with everything above, and it is fundamental. By the alignment of two fields torque develops, but the torque produced is not unidirectional.

The reason is visible in the figure of Section 17-8. As the rotor turns, \(\theta\) changes, the torque falls to zero at alignment and then reverses. Left alone, the rotor would oscillate about the aligned position and settle there — which makes an excellent compass needle but a useless motor.

🔄
Two Remedies
Unidirectional or continuous torque can be obtained by either method
  • By rotating the main magnets, so that they drag the other magnets — or the armature, or electromagnet — free to rotate along with them, because of the tendency of the field of the freely rotating magnet or armature to align with the field of the main magnet.

  • By changing the direction of flow of current in the conductors of the electromagnet (armature) in such a manner that the conductors facing a particular main field pole always have the same direction of current flow.

Method 1 → the AC machines

Rotating the main field is achieved electrically, not mechanically, by the three-phase winding of Chapter 59. The rotor is then dragged round with it.

If the rotor keeps exact step, the machine is synchronous (Part 5). If it lags slightly so that its currents are induced, it is an induction motor (Part 4).

Method 2 → the DC machine

Switching the conductor currents as they pass from pole to pole is the job of the commutator and brushes.

The result is that \(\theta\) is held near 90° whatever the rotor position, so the torque stays at its maximum and never reverses. This is Chapter 22's subject.

Every machine in Parts 2 to 6 is one of these two answers. The whole taxonomy of electrical machines — DC, synchronous, induction, brushless, stepper, switched reluctance — comes down to how each solves the problem stated in this section. A DC machine switches the current to suit the rotor's position; an AC machine moves the field to suit the rotor's speed. Everything else is detail.
5 Worked Example 17.5 — Reversing a Machine

Problem. A doubly excited machine has a field current of 6.0 A, an armature current of 20 A, and \(\mathrm{d}M/\mathrm{d}\theta = 0.080\) H/rad at the operating point. Find the torque. What is the torque if (a) the armature current is reversed, (b) the field current is reversed, and (c) both are reversed?

Torque.

\[T = i_1i_2\frac{\mathrm{d}M}{\mathrm{d}\theta} = (6.0)(20)(0.080) = 9.60~\mathrm{N\,m}\]
Table 17.3 — The effect of reversing each excitation.
Case\(i_1\)\(i_2\)Torque (N·m)Effect
Normal+6+20+9.60Motoring forward
(a) Armature reversed+6−20−9.60Torque reverses
(b) Field reversed−6+20−9.60Torque reverses
(c) Both reversed−6−20+9.60No change

Comment. Case (c) is the one that catches people out. Reversing the supply to a DC motor reverses both currents at once, so the machine carries on turning the same way — which is exactly why a series motor runs on AC and became the universal motor of Chapter 92.

To reverse a DC machine, one connection must be swapped and only one. In practice it is the armature, because the field winding is highly inductive and switching it produces a large voltage transient — and because the flux takes time to reverse, making armature reversal much quicker.

Section 17-10

Summary and Key Formulas

  • A doubly excited system has two windings on one magnetic circuit. Its coenergy is \(W' = \tfrac{1}{2}L_1i_1^{2} + \tfrac{1}{2}L_2i_2^{2} + Mi_1i_2\).

  • The torque has three components: two reluctance terms and one alignment term, \(T = \tfrac{1}{2}i_1^{2}\mathrm{d}L_1/\mathrm{d}\theta + \tfrac{1}{2}i_2^{2}\mathrm{d}L_2/\mathrm{d}\theta + i_1i_2\,\mathrm{d}M/\mathrm{d}\theta\).

  • With \(M = M_{\max}\cos\theta\) the alignment torque is \(-i_1i_2M_{\max}\sin\theta\). It survives without saliency and can be reversed.

  • Soft iron in a field has induced poles that reverse past 90°, giving stable positions at 0° and 180° and torque varying as \(\sin2\theta\) — it is reluctance torque.

  • A permanent magnet or electromagnet carries fixed polarity, giving one stable position at \(\theta = 0\), an unstable one at 180°, and torque varying as \(\sin\theta\).

  • Geometrically, \(T = 2Fr\sin\theta\), and with \(F = BIl\) this gives \(T = 2BIlr\sin\theta = K_L\sin\theta\), so \(T \propto \sin\theta\).

  • A salient machine has both components: \(T = T_1\sin\delta + T_2\sin2\delta\). Saliency raises the peak torque and moves it to an angle below 90°.

  • Alignment torque is not unidirectional. Continuous torque needs either a rotating main field (AC machines) or current switching in the armature (DC machines, by commutator).

Table 17.4 — Formulas introduced in this chapter.
QuantityFormulaNotes
Flux linkages\(\lambda_1 = L_1i_1 + Mi_2\), \(\lambda_2 = Mi_1 + L_2i_2\)two windings
Coenergy\(W' = \tfrac{1}{2}L_1i_1^{2} + \tfrac{1}{2}L_2i_2^{2} + Mi_1i_2\)linear system
General torque\(T = \tfrac{1}{2}i_1^{2}\dfrac{\mathrm{d}L_1}{\mathrm{d}\theta} + \tfrac{1}{2}i_2^{2}\dfrac{\mathrm{d}L_2}{\mathrm{d}\theta} + i_1i_2\dfrac{\mathrm{d}M}{\mathrm{d}\theta}\)three components
Mutual inductance\(M(\theta) = M_{\max}\cos\theta\)max when axes coincide
Alignment torque\(T = -i_1i_2M_{\max}\sin\theta\)reversible; no saliency needed
Reluctance torque\(T = -i^{2}L_2\sin2\theta\)needs saliency; not reversible
Geometric torque\(T = 2Fr\sin\theta\)two poles or two conductors
Conductor force\(F = BIl\)Chapter 1
Classical result\(T = 2BIlr\sin\theta = K_L\sin\theta\)\(K_L = 2BIlr\)
Salient machine\(T = T_1\sin\delta + T_2\sin2\delta\)Chapter 76
Maximum-torque angle\(2\cos^{2}\delta + \dfrac{T_1}{T_2}\cos\delta - 1 = 0\)from \(\mathrm{d}T/\mathrm{d}\delta = 0\)
Section 17-11

Common Mistakes

  • Writing the mutual term with a factor of one half. The self terms carry \(\tfrac{1}{2}\), the mutual term does not: \(Mi_1i_2\), not \(\tfrac{1}{2}Mi_1i_2\).

  • Assuming both self-inductances vary with angle. Usually only \(L_1\) does, because the stator bore is cylindrical and the rotor sees no variation.

  • Expecting alignment torque to need saliency. It does not — a perfectly round rotor still produces it, through \(\mathrm{d}M/\mathrm{d}\theta\).

  • Confusing the two torque periods. Alignment torque varies as \(\sin\theta\) over 360°; reluctance torque as \(\sin2\theta\) over 180°.

  • Treating the soft-iron case as alignment torque. Soft iron has no excitation of its own, so it is singly excited and produces reluctance torque only.

  • Placing the stable position at 90°. Torque is greatest at 90°, not zero; the stable position is at \(\theta = 0\) where the torque vanishes and any displacement is opposed.

  • Assuming the total torque peaks at 90°. With saliency it peaks earlier — 68.5° in Example 17.4.

  • Reversing both currents to reverse a machine. That leaves \(i_1i_2\) unchanged and the torque unchanged. Swap one only.

  • Forgetting the factor of two in \(T = 2Fr\sin\theta\). Both poles, or both conductors, contribute.

  • Believing alignment torque alone can run a motor. It reverses every half revolution. Continuous rotation requires commutation or a rotating field.

Section 17-12

Chapter Review

Practice Problems

Identify which inductances vary with angle before differentiating — constant terms contribute nothing.

  1. P17.1 A doubly excited system has \(M = 0.20\cos\theta\) H with \(i_1 = 12\) A and \(i_2 = 6.0\) A, and a cylindrical rotor. Find the torque at 45° and its maximum.

    Show answer
    \[T = -i_1i_2M_{\max}\sin\theta = -(12)(6.0)(0.20)\sin\theta = -14.4\sin\theta ~\mathrm{N\,m}\]
    \[T(45^{\circ}) = -(14.4)(0.7071) = -10.2~\mathrm{N\,m}, \qquad T_{\max} = 14.4~\mathrm{N\,m} \text{ at } 90^{\circ}\]
  2. P17.2 For the system of P17.1, find the torque if \(i_1\) is reversed, and if both currents are reversed.

    Show answer
    \(i_1\) reversed: the product \(i_1i_2\) changes sign, so \(T = +14.4\sin\theta\) — the torque reverses.
    Both reversed: the product is unchanged, so \(T = -14.4\sin\theta\)no change.
  3. P17.3 An armature coil has two conductors of length 0.30 m at radius 0.12 m carrying 20 A in a field of 0.75 T. Find \(K_L\) and the torque at 40°.

    Show answer
    \[K_L = 2BIlr = 2(0.75)(20)(0.30)(0.12) = 1.080~\mathrm{N\,m}\]
    \[T = (1.080)\sin 40^{\circ} = (1.080)(0.6428) = 0.694~\mathrm{N\,m}\]
  4. P17.4 A system has \(L_1 = 0.40 + 0.08\cos2\theta\) H, \(L_2\) constant, and \(M = 0.18\cos\theta\) H, with \(i_1 = 8.0\) A and \(i_2 = 4.0\) A. Find both torque components at \(\theta = 60^{\circ}\).

    Show answer
    \[T_{\text{rel}} = \tfrac{1}{2}(64)\left(-0.16\sin 120^{\circ}\right) = (32)(-0.1386) = -4.44~\mathrm{N\,m}\]
    \[T_{\text{align}} = (32)\left(-0.18\sin 60^{\circ}\right) = (32)(-0.1559) = -4.99~\mathrm{N\,m}\]
    \[T = -9.43~\mathrm{N\,m}\]
  5. P17.5 A salient machine has \(T = 300\sin\delta + 80\sin2\delta\) N·m. Find the torque at 45° and 90°, and the maximum torque with its angle.

    Show answer
    \[T(45^{\circ}) = 300(0.7071) + 80(1) = 212.1 + 80.0 = 292.1~\mathrm{N\,m}\]
    \[T(90^{\circ}) = 300 + 0 = 300~\mathrm{N\,m}\]
    Setting \(300\cos\delta + 160\cos2\delta = 0\) and using \(\cos2\delta = 2\cos^{2}\delta - 1\):
    \[320\cos^{2}\delta + 300\cos\delta - 160 = 0 \quad\Longrightarrow\quad \cos\delta = 0.3796\]
    \[\delta_{\max} = 67.7^{\circ}, \qquad T_{\max} = 300(0.9251) + 80(0.7024) = 333.7~\mathrm{N\,m}\]
    Saliency gives 11.2 % more peak torque than the 300 N·m of a cylindrical machine.
  6. P17.6 A soft iron piece is placed in a magnetic field. State its stable and unstable positions and the period of its torque.

    Show answer
    Stable: \(\theta = 0\) and \(180^{\circ}\) — both aligned with the main field, since the induced polarities simply reverse.
    Unstable: \(\theta = 90^{\circ}\) and \(270^{\circ}\) — the attracting and repelling forces balance, but any displacement grows.
    Period: 180°, with torque varying as \(\sin2\theta\). The piece cannot distinguish the two ends of the main field because it has no polarity of its own.
  7. P17.7 Repeat P17.6 for a permanent magnet, and explain the difference.

    Show answer
    Stable: \(\theta = 0\) only.
    Unstable: \(\theta = 180^{\circ}\).
    Period: 360°, with torque varying as \(\sin\theta\).

    The difference is that a permanent magnet carries a fixed polarity that rotates with it, so it can distinguish the north end of the main field from the south. Soft iron's polarity is induced and flips as it turns, halving the period. This is precisely the distinction between alignment torque and reluctance torque.

  8. P17.8 At what torque angle does a cylindrical machine deliver half its maximum torque, and what does this imply for a single-coil armature?

    Show answer
    \[\sin\theta = 0.5 \quad\Longrightarrow\quad \theta = 30^{\circ} \ \text{or} \ 150^{\circ}\]
    A single-coil armature would therefore spend much of each revolution producing well under its peak torque, and none at all at alignment. Real armatures carry many coils spaced around the periphery, so that as one approaches alignment another is near 90°, keeping the total torque nearly constant. Chapter 23 develops this.
  9. P17.9 State the two ways of obtaining unidirectional torque and name the family of machine each produces.

    Show answer
    1. Rotating the main field, so the rotor is dragged along by its tendency to align. Achieved electrically by a polyphase winding. Gives the synchronous machine (rotor in exact step) and the induction machine (rotor slipping, currents induced).

    2. Switching the armature current, so that conductors under a given main pole always carry current in the same direction. Achieved by the commutator and brushes. Gives the DC machine.

  10. P17.10 A DC motor is to be reversed. Explain why swapping both the field and armature connections fails, and which is normally swapped in practice.

    Show answer
    Torque depends on the product \(i_1i_2\). Reversing both leaves the product unchanged, so the machine continues to turn the same way — the reason a series motor works equally well on AC.

    In practice the armature connections are swapped. The field winding is highly inductive, so interrupting it produces a large voltage transient, and its flux takes considerable time to reverse. Armature reversal is faster and electrically safer.

Multiple-Choice Questions
  1. MCQ 1. The mutual term in the coenergy of two coupled windings is:
    (a) \(\tfrac{1}{2}Mi_1i_2\)   (b) \(Mi_1i_2\)   (c) \(2Mi_1i_2\)   (d) \(M(i_1+i_2)\)

    Show answer
    (b) \(Mi_1i_2\) — no factor of one half, unlike the self terms.
  2. MCQ 2. Alignment torque requires:
    (a) a salient rotor   (b) two excitations   (c) an air gap of zero   (d) saturation

    Show answer
    (b) two excitations. Saliency is not needed — a cylindrical rotor produces it perfectly well.
  3. MCQ 3. Reversing one of the two currents causes the alignment torque to:
    (a) double   (b) halve   (c) reverse   (d) stay the same

    Show answer
    (c) reverse, since it depends on the product \(i_1i_2\).
  4. MCQ 4. A soft iron piece in a magnetic field has stable positions at:
    (a) 0° only   (b) 0° and 180°   (c) 90° only   (d) 90° and 270°

    Show answer
    (b) 0° and 180°. Its induced polarity reverses as it passes 90°, so both aligned positions are equivalent.
  5. MCQ 5. The torque on an electromagnet in a main field is greatest when the torque angle is:
    (a) 0°   (b) 45°   (c) 90°   (d) 180°

    Show answer
    (c) 90°, since \(T = K_L\sin\theta\).
  6. MCQ 6. In \(T = 2BIlr\sin\theta\), the factor 2 accounts for:
    (a) two poles of the main field   (b) the two active conductors   (c) the two windings   (d) double frequency

    Show answer
    (b) the two active conductors of the coil, each contributing \(Fr\sin\theta\).
  7. MCQ 7. Reluctance torque varies with angle as:
    (a) \(\sin\theta\)   (b) \(\cos\theta\)   (c) \(\sin2\theta\)   (d) constant

    Show answer
    (c) \(\sin2\theta\) — twice per revolution, unlike the alignment torque.
  8. MCQ 8. Compared with a cylindrical machine of the same alignment coefficient, a salient machine has a maximum torque that is:
    (a) smaller, at 90°   (b) larger, at 90°   (c) larger, below 90°   (d) the same

    Show answer
    (c) larger, below 90°. In Example 17.4 the peak rose 10.1 % and moved to 68.5°.
  9. MCQ 9. Unidirectional torque in a DC machine is obtained by:
    (a) rotating the field   (b) switching the armature current   (c) saturating the iron   (d) using a salient rotor

    Show answer
    (b) switching the armature current, so that conductors under a given pole always carry current the same way. That is the commutator's job.
  10. MCQ 10. Reversing both the field and armature currents of a DC motor causes it to:
    (a) reverse   (b) stop   (c) run the same way   (d) run at double torque

    Show answer
    (c) run the same way. The product \(i_1i_2\) is unchanged — the principle of the universal motor.
Conceptual Questions
  1. Write the coenergy of a two-winding system and derive the three components of torque, stating which inductances vary with angle in a typical machine and why.

  2. Explain why the alignment torque can be reversed while a singly excited force cannot, and what this makes possible.

  3. Compare the behaviour of soft iron and a permanent magnet placed in the same field, accounting for the different periods of their torque.

  4. Derive \(T = 2BIlr\sin\theta\) geometrically, and explain how it corresponds to the energy-method result.

  5. Explain why a salient machine develops more torque than a cylindrical one, and why its peak occurs at a smaller angle.

  6. Explain why alignment torque alone cannot drive a motor, and describe the two remedies together with the machine families they produce.

  7. A single-coil armature produces torque proportional to \(\sin\theta\). Explain the consequence for smoothness of rotation and how real machines address it.

Looking Ahead

The torque equation is now complete for two windings, and Chapter 18 assembles the general force and torque results — extending to any number of windings, treating the saturated case where coenergy must be used with care, and separating alignment from reluctance torque in a form that Parts 2 to 6 can use directly.

From Chapter 19 the treatment turns practical. Real machines do not carry a single coil but a distributed winding spread over many slots, and the \(2BIlr\) of this chapter must be replaced by an mmf summed over the whole winding. That summation introduces the winding factors — distribution and pitch — which reduce the ideal EMF and torque by a few percent and which appear in every machine equation from Chapter 23 onward. With that, Part 1 ends at Chapter 19 and the DC machines of Part 2 begin.