The use of the »Drive Solution Designer« is only permitted if the user accepts the licencing and contractual conditions in the currently valid version.
• The valid version of the licencing and contractual conditions can be found under
http://www.Lenze.com
1.2Terms and conditions
For deliveries and counselling services the respective valid terms and conditions of the Lenze group
apply.
• The valid terms and conditions can be found under
http://www.Lenze.com
1.3Important information on the program
The »Drive Solution Designer« supports you on the basis of Lenze products, in order to find a correct
and feasible solution for a drive task.
• For this purpose, a knowledge base with inverters, motors, gearboxes, electrical brake units, me-
chanical brakes, and feedback systems is stored in the »Drive Solution Designer«, which is used
for the calculation of the drive solution.
• The »Drive Solution Designer« not only calculates the physical connections by means of formu-
las, but filters suggested solutions from the knowledge base according to different criteria.
Note!
The product-specific data of drive components contained in this documentation are not
subject to a regular revision service!
In case of doubt, the information in the current product documentation (catalogues, Operating Instructions, System Manuals, etc.) available in printed form and via the internet
is valid!
Drive systems become more and more powerful and have to be optimally adapted to mechatronic
requirements. The cost pressure in the field of engineering increases permanently. At the same
time, however, less time is available for planning, dimensioning, and selecting the drive system.
These high market requirements have motivated us to develop an efficient software which can carry out complex calculations of drive physics. The program is based on complex product knowledge
and can be easily used by every engineer. With the DSD you can solve your drive task professionally
in a few minutes and document it consistently. Like this, others are able to follow your calculations
anytime, too. Moreover, the DSD serves to optimise the application and the drive system regarding
energy efficiency.
Who has developed the DSD?
The program was developed by drive specialists and computer scientists in cooperation with experienced Lenze sales staff. The cooperation of this interdisciplinary development team makes it possible to carry out practically relevant dimensioning processes with the DSD.
Who has worked with the DSD so far?
Today, Lenze sales staff is working with DSD worldwide. Already since 2002 we have been gaining
experience with this kind of drive dimensioning program. On the basis of this experience the DSD
was advanced and optimised. Now we want to provide the program to a broad range of customers.
What is dimensioned with the DSD and what isn't?
A dimensioning includes the drive components: gearbox, motor, inverter, encoder on the motor
side, electrical brake units, regenerative power supply modules, and electromechanical brakes.
Further accessories as e. g. mains filters, automation modules, drive software etc. are not yet configured by the DSD at present and can for example be determined via the electronic catalogue Drive
Solution Catalogue (DSC).
• The Drive Solution Catalogue (DSC) can be found in the internet:
In the past years the DSD has stood the test of time during countless drive dimensioning processes.
In the context of our quality management the program is maintained continuously.
• In the "Downloads" area at http://www.Lenze.com
are provided.
• The Application Knowledge Base (AKB) is an important means of support for your work with the
DSD.
In the AKB you'll find:
• Release notes (notes for restrictions)
• Frequently Asked Questions (FAQ)
• Tips and tricks
• The AKB can be found in the internet:
http://AKB.Lenze.de
All drive dimensionings with the DSD primarily are based on your default settings and the data that
you have entered. When the program-based calculations are carried out, we therefore depend on
correct and complete information by the customer. If our counselling services or program calculations are incorrect, unfeasible, or incomplete, and if this is due to incorrect and incomplete information by the respective user, liability by Lenze is excluded.
If error messages of the program cannot be eliminated by other entries, or if there are other doubts
during the use of the program, please consult your responsible Lenze sales representative at any
rate.
, free-of-charge service packs and updates
The dimensioning calculated by the DSD is based on general physical laws. If products of other manufacturers are used, of course Lenze does not give a warranty for their function. After all: The DSD
carries out physical drive dimensioning. Characteristics of the operational performance of a drive
solution therefore cannot be taken into consideration necessarily.
• Display or write a comment on the current dimensioning step.
• All notes
• Display, print or deletion of all comments that were created for the
project.
Notes
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MessagesShows all warnings, notes and tips for the current drive dimensioning.
Drive dimensioning messages
Dimensioning reportCreate and display Protocol.
• The dimensioning protocol that is generated can be printed or opened in
Microsoft Word.
• The completeness of the report depends on the progress of the dimensioning. If the dimensioning report is opened early, some components
possibly are not displayed.
• At the end of the drive dimensioning the DSD offers different possibilities
of presenting the results.
Protocols
Project comparisonCompare projects among each other.
• If several projects are open at the same time, they can be compared with
respect to the application and the utilisation of the components.
Protocols
Product features for DSC / SAPShows product features of the components which are required for the pur-
chase order with »Drive Solution Catalogue« (DSC). DSC is the electronic catalogue on the Lenze web page.
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3.1.1.4Extras
Menu commandFunction
User-defined defaultsDisplay/definition of user-defined specifications.
• User-defined specifications can be established for specific parameters requiring manual entries or featuring an option.
Select languageChange the language of the user interface.
• German, English (British), Czech, Danish, English (American), Spanish,
French, Italian, Dutch, Russian, Swedish, Chinese (simplified) and Chinese
(traditional) are provided.
• Every application provides a check list including requests for the respective application.
• Parameters indicated with * have to be known for the dimensioning.
• The calculability at least requires the *parameters of the process and of
the motion; all further requests concerning components are optional.
CalculatorCalculator (Microsoft® calculator)
Inertial calculatorCalculation of moments of inertia on the basis of geometric quantities and
Mass calculatorCalculation of masses on the basis of geometric quantities and the material-
MotionDesignerIrrespective of the dimensioning of a project, motion profiles can be created,
Gearbox calculatorConversion of gearbox sizes.
Energy efficiency, fan/pumpHost computer to detect energy savings for applications with pumps or fans.
Special host computersDetermination of specific parameters of an application. The following auxil-
Physical coefficientsValue tables with physical coefficients. The tables can also be called in aux-
the material-specific density.
Inertial calculator
specific density.
Mass calculator
loaded, edited, and saved graphically or manually.
MotionDesigner
Gearbox calculator
• Comparison of an electronic control (frequency inverter) with a lossy mechanical control. The system parameters and the frequency distribution
of the load are defined.
iary calculators are included in the DSD:
• Travelling resistance
• Pinion diameter
• Spindle efficiency
• Mass of belt
• Mass of delivery volume (materials handling technology)
• Uniform load mass (materials handling technology)
•Backing force
• Mass of counterweight (hoist drive)
• Mass of rope/cable (hoist drive)
Special host computers
iliary calculators and input templates. Like this the coefficients can be accepted directly in the input field. The following value tables are included in
the DSD:
• Check Overload capacity of motor/inverter combinations
In the Window menu, all open DSD projects are listed. By selecting the corresponding menu item
the project window is shown in the front. Project windows can be arranged using the following
menu commands:
Menu commandFunction
Cascading windowIf several windows are open, they are arranged one behind the other in a
Split window horizontallyThe display window is split horizontally into several areas. The projects are
slightly staggered manner; by this other windows can be quickly selected.
The drawing visualises the current state of the drive dimensioning.
LegendInformation
Short overview of the drive system with the data entered, rated data of the selected drive compo-
Illustration of the component (at the same time button).
Button for calling messages and notes for the corresponding component.
Button for calling the diagrams for the corresponding component.
Representation of the drive train used.
Button for calling the description of the application in the online help.
Button for calling the motion profile.
nents and their utilisation, and display of warning parameters.
• By clicking on the illustration you directly reach the selection table for the corresponding component where a variety of data is provided.
• Disregarding warning signals may result in damage or malfunctions of the application, as far as
this is not monitored by the system.
Drive dimensioning messages
• Graphical representation of the speed, torque and utilisation behaviour.
Diagrams for the components
Motion design
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Notes
• At the beginning of the configuration a general drive train is displayed, consisting of the following components:
• Mains/environment
•Inverters
• Motor
•Gearbox
• Application
•Motion
• The components inverter and gearbox (with or without an additional drive element) are optional, i. e. their existence depends on the application or the dimensioning procedure.
• Therefore these components are displayed in an inactive manner at the beginning of the dimensioning. Depending on the further procedure the inverter or gearbox is displayed or removed from the drawing.
• Additionally, with regard to multi-axis applications, the drawing can be extended by a power
supply module (Master project) or by a place holder (Slave project).
• If an "Additional drive element" is used, this is symbolised by a toothed belt in the drawing, irrespective of the type selected.
3.1.3.5Image "Power supply module" or "Regenerative power supply module"
SymbolDescription
A
(ED)Utilisation of the internal brake transistor, relative to the i×t monitoring
Brm
A
Brm(Pmax
A
max,Rb
A
Sup(Pimp,DC
A
Sup(Pmax
A
Sup(Pgen,max
A
Sup,Brm(Pgen,max
A
th,Brm
A
th,Rb
A
th,Sup
P
gen,cto
P
gen,max
P
gen,N
P
max(τ1
P
max(τ2
P
rated
TypeType of brake resistor
)Utilisation of the brake transistor, relative to the max. power
Max. utilisation of the brake resistor
)Utilisation of the power supply module, relative to the pulse power in the DC bus.
)Utilisation of the power supply module, relative to the max. power.
)Utilisation of the regenerative power supply module without brake transistor, relative to the
max. regenerative power
) Utilisation of the regenerative power supply module with brake transistor, relative to the max.
regenerative power
Thermal utilisation of the brake transistor
Thermal utilisation of the brake resistor
Thermal utilisation of the power supply module
Regenerative power from which a brake resistor is used additionally
Max. permissible regenerative power
Rated power in generator mode
)Max. permissible power, relative to the 5-s cycle
• 0.5 s overload / 4.5 s load removal with 75 % of the continuous rated quantity
)Max. permissible power, relative to the 3-s cycle
• 60 s overload / 120 s load removal with 75 % of the continuous rated quantity
Rated power
3.1.3.6"Supply network" image
The displayed quantities always refer to the supplying mains (AC mains or DC mains). In case of multi-axis controllers that are connected via a power supply module or a regenerative power supply
module, the values of the power supply unit are indicated.
SymbolDescription
URated mains voltage of the supplying electrical network
N
phs
fMains frequency of the supplying electrical network
Power systemPower system of the supplying three-phase system
Number of phases of the supplying electrical network
The Result tree shows the logic structure of the drive train.
• All components of a drive train are visualised with regard to their interconnection via the Result tree.
• If a component is not clearly selected yet, e.g. if three different motors are still possible, the value range of the parameter is displayed.
LegendInformation
Representation in table form of quantities of the application and of rated quantities and calculated
Diagrams of entered and calculated values as well as rated quantities for evaluating the drive task
3.1.5Input area
In the input area, you enter the parameters for drive dimensioning.
• A dimensioning process is dynamically: depending on the selection made in a dimensioning
step, it may change.
• The representation of the input area depends on the dimensioning step.
• Depending on the task, the input fields, selection fields, the MotionDesigner, selection tables
appear with or without curve diagrams and decision fields.
If the program is closed and projects with changes that are not saved yet are still open,
you are asked via the Save project dialog box whether you want to save the projects.
In the following situations data are generated, which the DSD wants to send to the Lenze DSD server
automatically:
ReasonFile typeCall
Acquisition of application
data
Hard conflictconflict_xxxxxxxx.dsdHard conflict in the DSD.
Registration dialog*.xmlOnly once, during the registration, the information
Check for updates–Manually or automatically at regular intervals.
All data transmitted by the DSD are locally saved to your PC in the directories "sent" or "outbox" under "C:\Users\user_name\AppData\Roaming\Lenze\DSD\V4.0.0.4\user_data\mail".
• If there is an internet connection, copies of the data transmitted are stored in the "sent" directory.
*.zipEvery three months automatically or manually by the
user.
• The conflict is definitely indicated automatically
by means of a number combination.
as to when a registration request has already been
sent is stored.
• If there is no internet connection, the data to be transmitted are stored in the "outbox" directo-
4.3.1Messages
When the data is sent to the DSD server, the following messages are displayed which must be confirmed by pressing OK.
• If there is an internet connection:
MessageMeaning
Your message has been sent successfully to the DSD
server.
A copy of your message is saved under "C:\Users\Benutzername\AppData\Roaming\
Lenze\DSD\V4.0.0.4\user_data\mail\sent".
The outbox still contains unsent data.The DSD has identified a connection to the internet and
ry.
• At the next program start, the DSD will try to send these data again. Delete the files in the
"outbox" directory if the DSD is not to send these data.
• When the data have been transmitted successfully, copies of the data transmitted are stored
in the "sent" directory.
• Ask your responsible Lenze sales department if you want to send data from the "outbox" directory to Lenze via e-mail.
With the transmission two files were stored in the "sent"
folder:
1.*.mail: This file was sent.
2.*.type: Original source file. This file was saved for
manual use.
is now sending the files from the "outbox" folder.
With the command ExtrasSelect language you select the language of the user interface.
• The languages German, English (British), Czech, Danish, English (American), Spanish, French,
Italian, Dutch, Russian, Swedish, Chinese (simplified) and Chinese (traditional) are provided.
• The change-over is effected immediately. The DSD does not have to be restarted.
Tip!
By means of the language switch you can create a project in your native language and then
print the Protocol in another language.
4.5Settings
By using the command ExtrasSettings, you open the Settings dialog box.
•The Settings dialog box contains different tabs via which you can carry out the basic settings.
• Detailed information on the different tabs can be found in the following subchapters.
• With the buttons in the dialog box below you confirm or reject changes carried out:
ButtonFunction
OKConfirm entries and close dialog box.
CancelReject entries and close dialog box.
AcceptConfirm entries and keep dialog box open for further entries.
Output formatSetting of the output format for the log file:
• Word 97-2003 document (*.doc)
• Microsoft Word 97 to Word 2003
• Word document (*.docx)
• From Microsoft Word 2007
• Portable document format (*.pdf)
• PDF (for reading the file, Adobe Reader is required.
Preferences for the detailed protocol
Settings for the commissioning data
The two tabs can be used to make separate settings for the detailed protocol
and the commissioning data.
Output of
Selection of additional information which is to contain the detailed Protocol
and the commissioning data
•Notes
• Notes for single dimensioning steps written by the user.
•Diagrams
• Dependent on the settings under Detailed selection diagrams/table of values.
• Tables of values
• Dependent on the settings under Detailed selection diagrams/table of values.
• Product options
• Details on Lenze products like motor, brake, gearbox, inverter.
Lenze settingThe selection of diagrams and tables of values is reset to the Lenze setting.
4.5.7"Customer data" tab
Customer data is managed in the DSD in a customer database. In the "Login" dimensioning step you
select customer data or set up new customers. Using the export and import, you can transfer the
customer data to other DSD installations.
SettingsInformation
ExportExport of the complete customer data to an XML file.
ImportImport of the XML file with customer data.
Detailed selection diagrams/tables of values
Selection of diagrams and tables of values which are to contain the detailed
Protocol and the commissioning data.
• Extensive selection of diagrams and tables of values regarding application, gearbox, motor, inverter, DC bus and energy efficiency on evaluating
and analysing the dimensioning.
Customer data contain the data of the recipient of the protocol.
• In order to avoid a repeated specification of the data with regard to a further project for the
same customer, customer data is stored in an internal database in the DSD.
• The customer data are saved in a common data structure. They can only be created, altered, deleted, imported, exported, and selected together.
• After entering the data, the respective customer data set can be selected via a selection menu
next to the identifier "Customer", "Customer no.", "Contact person".
• If a selection from the list has been made, it can be rejected by the 'selection "All" '.
Tip!
The data in the login template can be called anytime by selecting "Login". Then you can alter the data in the login template.
ButtonFunction
Import / export customer dataImport or export of the customer data (database as a whole)
• An export enables the transfer/backup of a user's complete customer database. This can make sense if the DSD has to be uninstalled or the data
are to be provided to a third party.
• An import adopts the data of an external customer database to the DSD,
i. e. the existing customer database is completed by the imported customer data.
RemoveDelete a data record from the customer database
ChangeChange a data record in the customer database
• If a customer data record is to be changed this can only be effected in a
cohesive manner. The changed data record afterwards is provided for selection.
New entryCreate a new data record in the customer database
• Additional information can be added via the Change button.
All customersReset the customer data mask to the initial state.
• Select the corresponding project in the Start dialog in the list field under Recently
opened projects, or select the option Open other projects.
• Click the icon in the Toolbar.
• Execute the command FileOpen or press the <Ctrl>+<O> keys.
• Select the corresponding project using the command FileRecently opened projects.
5.2.1Displaying the project in the project viewer
A project that has been created with an older program version is not compatible to the current DSD
version. When it is opened in DSD, a query appears, asking you whether you want to display the
project with the integrated project viewer.
• You can open projects which have been created with a DSD version from 3.0 onwards.
• All dimensioning details of a DSD project are displayed.
• The navigation tree and result tree are provided as usual.
• It is not possible to make any changes to the dimensioning. Changes can only be carried out with
the DSD version by means of which the project has been created.
5.3 Saving the project
Save opened projects from time to time, in order to protect your work against power failures or system problems.
• In the Lenze setting the "Automatic saving" function is activated to save the project at regular
intervals. The function is executed in the background and can be set. Settings
• If you open the saved project in the DSD again later on, the dimensioning can be continued from
the point of saving.
• You can also skip back to any position in the navigation tree, e.g. to adapt an already available
solution for similar requirements.
How to save the current project:
Click the icon in the Toolbar, execute the command FileSave or press the <Ctrl>+<S>
keys.
• All pieces of information concerning the configured drive solution are saved.
• The file receives the extension *.dsd by default.
The parameters of the application are important data without which a dimensioning process cannot be carried out. These parameters are marked in the check list with "*".
• The relevant data (e.g. mass, speed and motion) must be fully available.
• If less important data are missing (e. g. travelling resistances), you can make assumptions. Additionally document this in the dimensioning protocol.
To support the data collection, the DSD contains a checklist for each application, by means of which
you can collect the data of the application.
• The checklists can be printed.
• The checklists are accessed via the ToolsApplication checklist menu.
• A dialog box opens, by means of which you can select the appropriate application via option
fields.
• By clicking on Open the corresponding checklist is opened in Word.
• The checklist contains queries concerning the following topics:
Dimensioning partData
Customers and project dataAuthorised user, customer, project.
Application dataGeneral drive; general drive with an import function for application data; ro-
Motion• Operation with predefined motion profile according to operating mode
Electrical supply and ambient conditions
MiscellaneousOptional (accuracies...)
MotorOptional including third-party motor
Gearbox/ratioOptionally also for " Additional drive element"
Mechanical brakeOptional
InvertersOptional
Dissipation of generated powerOptional
FeedbackOptional
tary table; travelling drive; belt conveyor for unit loads; belt conveyor for
bulk material; hoists with and without counterweight; chain conveyor; line
drive with single roll or squeegees; pump; fan; linear axes with a stationary
belt drive or an omega belt drive that is moved along; roller conveyor; spindle drive; rack drive.
S1, S2, S3 or S6
• Operation with specific motion profile. The motion profile can be created
graphically or be imported.
• Collect the parameters in tabular form in the check list or make a
sketch.
Optional
Tip!
The data marked with "Optional" are included in the checklist for the sake of completeness,
however, they are not absolutely required for the dimensioning.
You can create alternatives to existing projects. A copy of the current project to the desired dimensioning step is created with a new file name. By the window technique of the DSD several projects
can be opened at the same time. The open projects can be arranged via the Windows menu.
There are two possibilities of creating alternatives in DSD:
A. Place the cursor in the desired position in the navigation tree of the current project. Now exe-
cute the Create alternative command using the right mouse button. A copy of the current
project up to the highlighted dimensioning step is created.
B. Complete the current project. Save it. Place the cursor in the desired position in the navigation
tree. With the command FileSave as the project is saved under a new file name up to the dimensioning step highlighted.
Tip!
An alternative can be created from every dimensioning step in the navigation tree. Like this
several alternatives can be created.
In the planning phase of a machine, there generally is only one worst-case-scenario or one reference
scenario for the requirements of the machine. However, these scenarios are not able to include all
operating statuses of the machine. Often, further requirements must be checked:
• Is the drive able to move an even greater mass?
• Is the drive able to accelerate even faster?
• Is there a need for considering an emergency stop with a short braking time?
• What is the utilisation or energy balance in the partial load operational range?
• What is the impact of different recipes on the drive?
Features of the Application Tuner:
• Change the data of the application and the motion data as well as to observe and optimise the
impacts on the drive if need be.
• integrate further possible operating statuses and material recipes into the dimensioning for the
reference scenario.
• Create the optimised drive solution as individual DSD project.
• Output a protocol of the optimised drive solution.
• Support of the additional checks required for emergency stop scenarios for winding drives.
Checking emergency-off scenarios
( 211)
Change to the Protocol dimensioning step and click the icon to open the Application
A "project comparison" allows for comparing "Alternatives" in compressed form. Only the most important data required for a clear overview appears in a structured form.
• Data which deviate from project 1 are represented in italics and bold in projects 2 ... n. Fields
with a blue or red background colour indicate that there are messages available for these data.
6.3Dimensioning "easily and quickly" or "complex and precisely"
According to the application, the dimensioning process in the DSD can be clearly simplified.
• For an application, always enter the data of the application and describe the motion.
• Calculated utilisation values, diagrams, and options can be output.
For the quick and roughly estimated dimensioning several possibilities are provided. Like this, the
number of parameters can be reduced, the motion profile presented in a simplified manner, or the
product options can be left out. By this the amount of processing is considerably reduced for simple
dimensioning processes.
If an application is to be optimised, and if dynamic processes play an important role, this can be taken into consideration by accordingly extending the dimensioning. In order to present the products
in a thorough manner, the options required can also be specified.
In the Input area you carry out the actual entries for the drive dimensioning via the text and list
fields:
DesignationInformation
Input area for standard val-
ues
Input area for detailed values The lower half of the input area, if required, provides for the entry of detailed
Option field "With detailed
values"
Input fieldBy means of the input fields (text fields) in the input area you specify the re-
List field
(Dropdown list field)
The upper half of the input area serves to enter the minimum required values for the application.
values for the application.
• If you activate the option field With detailed values, the display
fields change to input fields where you can enter further values for the
application.
If you activate this option field, the display fields change to input fields
where you can enter further values for the application.
spective parameter values.
By clicking on the list field, a list in the form of a menu is displayed, allowing
for the selection of an entry (here: unit).
Call up auxiliary calculatorVia this button you can call up an auxiliary calculator for calculating the val-
Display fieldText fields with a grey background only serve to display a value; entering/
6.3.1Roughly estimated calculation
For a roughly estimated determination of the requirements you can alternatively dimension a controlled drive with a predefined motion profile according to operating mode.
• The operating modes are scaled loads (VDE 0530) for a drive motor. The operating modes
S1 ... S10 are distinguished.
Predefined motion profile according to operating mode
• If the starting/braking process has no noticeable impact on the machine, often also the operating modes S1, S2, S3, and S6 can be considered for calculation. These operating modes are also
provided in the DSD.
ue to be entered.
Auxiliary calculator
changing the value is not possible.
• The values in the text fields with a grey background will be considered in
the calculation.
• If you activate the option field With detailed values , the display fields
change to input fields where you can enter further values for the application.
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6.3.2Product features
Apart from the component data required for physical dimensioning, there are also important characteristics for mounting, extension, and operation. After dimensioning the drive system you can individually define the characteristics for each component via the Product features dimensioning step.
• For dimensioning a component, product features are not required.
• The dimensioning process can be completed without defining the product features.
• Alternatively you can define the options in the Drive Solution Catalogue (DSC).
Of course, costs are directly associated with the service factors and service durations of the individual drive components.
• Overdimensionings can render a drive system unattractive very quickly.
• Underdimensionings may make the drive system seem attractive at first. However, high followup costs and damage to the company's image can occur if the drive does not perform the tasks
required.
Tip!
When carrying out dimensionings, always follow the principle "Not more and not less than
required!"
Here the user has to make the best decisions with the help of the wizard in the DSD.
• For this purpose, the following table specifies important decision parameters with regard to
costs:
ParameterEffectNotes
Gearbox sizeEffect on useful life
Torque overload factor of the motor Effect on motor size
Operation at least to the rated motor
speed
Load-matching factor K
Selection of optimal motion profileCan affect motor size and K
Selection of the correct rated motor
speed
Selection of optimal field weakening
factor K
F
Use of 87 Hz operationReduces the motor size
Selection of the switching frequency At 16 kHz only 2/3 of the rated power
Selection of 1-phase inverters at a
power of ≤2.2 kW
Selection of double-axis modules
Servo-Inverter i700
DC-bus operation• Reduced mains load
J
Effect on motor size and controllability
Effect on control quality and dynamics
J
High rated speed reduces sizeObserve max. permissible input
Has a considerable impact on the size
of the inverter, especially in the case
of winding drives
• In the case of winding drives, only
reasonable for a very low winding
ratio q
Is cheaper than three-phase inverters
at the same power
Currently the DSD contains 21 application models by means of which most of the application cases
for the Lenze drives can be calculated.
In the following chapters each application is described in detail. Apart from a description of the application, all displayed parameters, selection tables, and options are explained.
Note!
During the dimensioning phase, the DSD can display warnings and notes!
•The "Drive dimensioning messages
their possible causes and remedies as well as tips for optimising the dimensioning.
( 441)
Application data
DSD is able to calculate an application "With detailed values" or "With standard values". Standard
values serve to carry out quick and approximate dimensioning processes for which not all parameters of the application are known or are to be taken into consideration.
• When it is calculated "With standard values", the input area for detailed values is deactivated.
The values in the text fields with a grey background, however, will be considered in the calculation. Input area
Alternative dimensioning
( 33)
" chapter contains all warnings and notes with
The Data of the application dimensioning step serves to quickly create e.g. an alternative "With detailed values" dimensioning" from a "With standard values" dimensioning".
• The "Alternative" function serves to create a copy of the current project in each dimensioning
step. Creating an alternative
In this chapter the basic calculations required for ascertaining the requirement of the application
are described. The initial situation results from the calculations which have to be carried out for the
respective application (e. g. travelling drive).
The requirement of the application results from
• The torque required,
• The speed required,
• The power resulting from the two.
7.2.1Torque
To dimension the drive system correctly, the torque of the application is required. It should be calculated completely for the application, taking the losses (e. g. friction) into consideration. A division
into a dynamic and a stationary component cannot be effected, as the friction partly has an effect
on dynamic components, and to some extent it has not.
For instance, in the case of a spindle, due to the linearly moved masses losses are created with regard to the dynamic forces, and due to the moment of inertia of the spindle the dynamic torques act
on the drive system without losses. Furthermore the losses depend on different factors depending
on the application. It is therefore assumed that the required torque of the application M
is given:
app
[7-1]Equation 1: Total torque of the application
Tip!
The equation for calculating the torque can be found in the chapter for the respective application model.
Basically the total requirement of the torque results from the following.
• The dynamic torque of the application results from the multiplication of the moment of inertia
and the angular acceleration:
[7-2]Equation 2: Dynamic torque of the application
• The stationary torque M
is calculated on the basis of the application-specific equations that
sds
are listed in the chapter for the respective application model.
• The total torque of the application results from adding the dynamic and the stationary component:
For the calculations, the motion must be taken into consideration. A distinction is made between
the predefined and the user-definable motion profile.
• User-definable motion profile:
• The motion profile is based on the standardised S8 … S10 operating modes according to
VDE 0530.
• For calculating the motion profile the parameters at each time have to be calculated.
• The maximum values for power, torque, and speed are important reference values for the calculation of the motion profile.
• The motion profile can be created graphically, defined based on numerical values or be imported.
• Predefined motion profile:
• The motion profile is based on the standardised S1 … S7 operating modes according to
VDE 0530.
• For the calculation, apart from the stationary status also dynamic processes are taken into
consideration.
• The predefined motion profile provides a simple possibility of entering a motion profile with
acceleration, constant travel, deceleration, and standstill.
• The settings "Brake at standstill" and "Controller inhibit at standstill" can be selected.
• The parameters "Delay time", "Starting time", "Cycle time", and "Direction of movement" can
be altered.
Specification of the parameters and motion
[7-8]Clarification of the possible calculations with different specifications
The vast majority of positioning systems require linear movements. If a rotating drive is used, the
rotation of the motor has to be converted into a linear movement. The speeds that can be achieved,
and therefore the dynamics of the positioning process and the repeat accuracy, and thus the quality
of the positioning process to a great extent are defined by the mechanics.
Characteristics of a rotating belt drive
• A motor actuates a belt pulley which in turn actuates a toothed belt. The mass to be moved,
which usually consists of a tool and the payload, is fastened to the toothed belt.
• Toothed belts allow for a higher speed, but a lower positioning accuracy of approx. 0.1 mm. The
positioning path is greater than that for the spindle, but it also is limited.
• Toothed belt drives are very often used in applications for material handling , since they offer a
high speed and an accuracy sufficient for this application.
Requirements with regard to a drive system for positioning
• High dynamic performance to achieve short positioning times
7.3.1Applications with a horizontal direction of movement
• Application of a rotating belt drive with wheel guide:
• Application of a rotating belt drive with linear guide:
Note!
The losses have a relatively high constant proportion, i. e. the torque loss is almost irrespective of the load torque. The reason for this is the pretension of the belt, which is required if dynamic traversing with a high precision is to be carried out.
The DSD thus considers the efficiency to be entered as a constant torque. For the calculation always an efficiency at the highest load is assumed. Because of this definite dimensioning, no additional constant torque has to be specified.
7.3.2Applications with a vertical direction of movement
For this model a tool is positioned by means of a toothed belt. A motor or geared motor with or without a downstream speed-transforming gear actuates a toothed belt. The motor is fixedly connected
to the machine. A tool or payload m
via guide (coefficient of friction μ
• The positioning process can be carried out via time-controlled path generators (positioning software) or via path-controlled path generators (electronic cams).
• The movement is carried out within one of the three dimensional axes (horizontally x, y, and
vertically z), or within a plane inclined to the horizontal by the angle β (0 ... 90°).
• For Z axes often an omega arrangement of the belt is selected, because less operating space is
required.
• An omega arrangement of the belt according to the following schematic diagram with a
fixed motor is also taken into consideration by this DSD model:
is fastened to the toothed belt. The tool or payload is operated
L
).
Gdn
Beating of the belt pulley
The toothed belt either is mounted directly to the motor shaft/gearbox shaft, or by means of a
transmission gear (internal bearing support):
Arrangement AArrangement B
Belt Belt
• In the case of arrangement A the bearing of the motor or gearbox has to be checked separately
with regard to radial forces at the output end (see the following section). This function currently
is not contained in the DSD yet.
Consideration of the radial and axial forces on the bearings in the gearbox and motor
In addition to the torques to be transmitted, considering the radial and axial forces on the rotor is
also important for the selection of the gearbox and motor.
Note!
This calculation currently cannot be carried out by the DSD.
Axial forces occur if the belt pulley is not in alignment. Avoid a belt pulley that is not in
alignment!
For these applications the axial forces can normally be disregarded.
Toothed belt
[7-9]Radial and axial forces
• The radial force on the motor/gearbox output shaft can increase up to double the pretension
F
of the toothed belt.
prl,Blt
• The pretension of the belt depends on the circumferential force F
on the positioning accuracy required and the permissible belt force.
• The pretension of the belt usually is 1 ... 1.2 × F
taken into consideration when the motor or gearbox is selected.
• If required, a transmission gear (see arrangement B) or a gearbox with reinforced bearings is to
be used.
For a linear axis with rotating toothed belts according to the drawing, the following applies:
The belt pulley has the following effective diameter, where p
[7-10] Equation 1: Diameter of belt pulley
specifies the belt pitch:
Cog
Conversion of translatory variables into rotary variables
[7-11] Equation 2: Angle
[7-12] Equation 3: Angular velocity
[7-13] Equation 4: Angular acceleration
Forces of the linear motion
First the mass which is to be moved linearly has to be calculated. The payload m
values during the travel cycle. The mass of carriage m
is considered separately.
aux
can adopt different
L
[7-14] Equation 5: Total mass
The friction force Fμ can for instance occur on the guide rails of the slide. The force acts opposite to
the direction of movement and is taken into consideration by the fraction v/|v| in the following
equation, where at v = 0 the force F
[7-15] Equation 6: Friction force
If the friction force Fμ is related to the mass in motion, a specific travelling resistance results, which
contains all parts depending on the mass:
[7-16] Equation 7: Specific travelling resistance of the application
For vehicles with a wheel guide instead of a linear guide, here the travelling resistance F’ is to be
used:
76
0. The static friction at standstill is not considered.
[7-17] Equation 8: Specific travelling resistance of the application for vehicles with a wheel guide
Additionally a counterforce Fvs opposite to the positive direction of movement and a component of
the force due to weight (downhill force) caused by the slope β can act. Constant friction forces of the
guide rails, which are independent of the mass, have to be taken into consideration with the correct
sign in F
[7-18] Equation 9: Total translatory force
Required torque of the application
.
vs
The required torque of the application M
has to be calculated in three steps. First the force that
App
is transmitted via the toothed belt has to be ascertained.
• The mass m
[7-19] Equation 10: Force of the slide
of the toothed belt is considered by the specific mass m’
Blt
and the length l
Blt
For calculating the torque, the mass inertia of the application is required. It has to be divided into
two types:
A. An additional mass inertia on the belt pulley of the toothed belt is added to the mass inertia of
the belt pulley:
[7-20] Equation 11: Mass inertia on the side of the belt pulley
B. Additional mass inertias that are connected via the toothed belts and rotate at the same speed
(e.g. deflection pulleys, belt tighteners), are included in the moment of inertia J
aux
tion pulleys:
.
Blt
of the deflec-
[7-21] Equation 12: Mass inertia of the deflection pulleys
Now the required torque at the drive can be calculated:
[7-22] Equation 13: Required torque at the drive
The constant torque loss which occurs within the belt is determined under full load from the torque
at the drive with the efficiency in motor mode of the prestressed belt:
• The belt pulley is mounted at the end of the output shaft of the motor or gearbox.
• The diameter can be calculated by the pitch and the number of teeth (in the case of a toothed
belt).
• Value can be entered directly or calculated using a diameter calculator.
"Pinion diameter" calculator
Mass of carriage
• The mass is used in the calculation for the moment of inertia
• The mass of the payload is entered when the motion profile is created.
• By means of the mass calculator, an alternative value can be calculated.
Mass calculator
( 405)
( 412)
7.3.4.3Angle of tilt
SymbolDescription
βAngle of tilt (gradient)
• The value can be entered in degrees or as a percentage.
7.3.4.4Transmission efficiency of toothed belt
SymbolDescription
η
Blt
Efficiency of the toothed belt with initial stress and maximum stationary operating point.
• Since the torque loss of a belt is not proportional to its load, i. e. it is not constant throughout
the entire operating range, however, often only one efficiency factor is known, it is assumed
that the value applies to maximum steady-state operation. The losses that can be calculated
for this, in the worst case occur as a constant torque loss, so that they are taken into consideration in the DSD.
• The losses of the guide can be covered separately with the specific travelling resistance.
7.3.4.5Mass of toothed belts
SymbolDescription
m
Blt
Mass of the toothed belt
• Can be disregarded in most applications; only in the case of a long traverse path the mass
may have a crucial impact.
• The mass of the belt is used in the calculation of the inertial moment.
• The mass of the payload is entered when the motion profile is created.
• The mass can be estimated by means of the mass calculator.
The vast majority of positioning systems require linear movements. If a rotating drive is used, the
rotation of the motor has to be converted into a linear movement. The speeds that can be achieved,
and therefore the dynamics of the positioning process and the repeat accuracy, and thus the quality
of the positioning process to a great extent are defined by the mechanics.
Characteristics of an omega belt drive
• A motor actuates a belt pulley which in turn actuates a belt or a toothed belt. The mass to be
moved, which usually consists of the drive, a tool, and the payload, is fastened to the toothed
belt.
• Toothed belts allow for a higher speed, but a lower positioning accuracy of approx. 0.1 mm. The
positioning path is greater than that for the spindle, but it also is limited.
• Belt drives are very often used in applications for material handling , since they offer a high
speed and an accuracy sufficient for this application.
Requirements with regard to a drive system for positioning
• High dynamic performance to achieve short positioning times,
7.4.1Applications with a horizontal direction of movement
• Application of an omega belt drive with wheel guide:
• Application of an omega belt drive with linear guide:
Note!
The losses have a relatively high constant proportion, i. e. the torque loss is almost irrespective of the load torque. The reason for this is the pretension of the belt, which is required if dynamic traversing with a high precision is to be carried out.
The application model thus considers the efficiency to be entered as a constant torque.
For the calculation always an efficiency at the highest load is assumed. Because of this
definite dimensioning, no additional constant torque has to be specified.
7.4.2Applications with a vertical direction of movement
For this model a tool is positioned by means of a toothed belt. A motor or geared motor with or without a downstream speed-transforming gear travels along a fixedly clamped toothed belt. A tool or
payload m
• The positioning process can be carried out via time-controlled path generators (positioning software) or via path-controlled path generators (electronic cams).
• The movement is carried out within one of the three dimensional axes (horizontally x, y, and
vertically z), or within a plane inclined to the horizontal by the angle β (0 ... 90°).
Beating of the belt pulley
The toothed belt either is mounted directly to the motor shaft/gearbox shaft, or by means of a
transmission gear (internal bearing support):
Arrangement AArrangement B
is fastened to the motor. The drive is operated via guide (coefficient of friction μ
L
Gdn
).
Belt Belt
• In the case of arrangement A the bearing of the motor or gearbox has to be checked separately
with regard to radial forces at the output end (see the following section). This function currently
is not contained in the DSD yet.
Consideration of the radial and axial forces on the bearings in the gearbox and motor
In addition to the torques to be transmitted, considering the radial and axial forces on the rotor is
also important for the selection of the gearbox and motor.
Note!
This calculation currently cannot be carried out by the DSD.
Axial forces occur if the belt pulley is not in alignment. Avoid a belt pulley that is not in
alignment!
For these applications the axial forces can normally be disregarded.
Toothed belt
[7-25] Radial and axial forces
• The radial force on the motor/gearbox output shaft can increase up to double the pretension
F
of the toothed belt.
prl,Blt
•The pretension F
required positioning accuracy, and on the permissible belt force.
•The pretension F
en into consideration when the motor or gearbox is selected.
• If required, a transmission gear is to be used (see arrangement B).
The following applies to a linear axis with an omega belt drive that is moved, as is shown in the
drawing:
The belt pulley has the following effective diameter, where p
[7-26] Equation 1: Diameter of belt pulley
Conversion of translatory variables into rotary variables
[7-27] Equation 2: Angle
[7-28] Equation 3: Angular velocity
[7-29] Equation 4: Angular acceleration
specifies the belt pitch:
Cog
Forces of the linear motion
First the mass that is to be moved linearly is to be calculated. The payload m
values during the travel cycle. The mass of carriage m
gearbox m
[7-30] Equation 5: Total mass
are taken into consideration separately.
D
and the mass of the drive motor and the
aux
can adopt different
L
The friction force Fμ can for instance occur on the guide rails of the slide. The force acts opposite to
the direction of movement and is taken into consideration by the fraction v/|v| in the following
equation, where at v = 0 the force F
[7-31] Equation 6: Friction force
0. The static friction at standstill is not considered.
μis
If the friction force Fμ is related to the mass in motion, a specific travelling resistance results, which
contains all parts depending on the mass:
[7-32] Equation 7: Specific travelling resistance of the application
For vehicles with a wheel guide instead of a linear guide, here the travelling resistance F’ is to be
used:
[7-33] Equation 8: Specific travelling resistance of the application
Additionally a counterforce Fvs opposite to the positive direction of movement and a component of
the force due to weight (downhill force) caused by the slope β can act. Constant friction forces of the
guide rails, which are independent of the mass, have to be taken into consideration with the correct
sign in F
[7-34] Equation 9: Total translatory force
Required torque of the application
.
vs
The required torque of the application M
has to be calculated in three steps. First the force that
App
is transmitted via the toothed belt has to be ascertained.
• The mass m
[7-35] Equation 10: Force of the slide
of the belt is considered by the specific mass m’
Blt
Blt
.
For calculating the torque, the mass inertia of the application is required. It has to be divided into
two types:
A. Additional mass inertias on the belt pulley are added to the moment of inertia of the belt pulley:
[7-36] Equation 11: Mass inertia on the toothed belt pulley
B. Additional mass inertias that are connected via the toothed belt and rotate at the same speed
(e.g. deflection pulleys, belt tighteners), are included in the moment of inertia of the deflection
pulleys J
aux
:
[7-37] Equation 12: Mass inertia of the deflection pulleys
Now the required torque at the drive can be calculated:
The constant torque loss which occurs within the belt is determined under full load from the torque
at the drive with the efficiency in motor mode of the prestressed belt:
[7-39] Equation 14: Constant torque loss
The torque loss depends on the torque MD which is to be transmitted, so that the resulting torque
defining the power of the application is calculated via the following equation.
• The deterioration of the efficiency within operation in generator mode (backward efficiency) is
considered during this calculation.
• The equation is suitable to calculate different operating points for an application with a predefined motion profile (S1, S2, S3, S6).
[7-40] Equation 15: Required torque of the application
Tip!
Further equations to complete the calculations required for an application can be found in
the chapter "Basic calculations
• The belt pulley is mounted at the end of the output shaft of the motor or gearbox.
• The diameter can be calculated by the pitch and the number of teeth (in the case of a toothed
belt).
• Value can be entered directly or calculated using a diameter calculator.
"Pinion diameter" calculator
Mass of carriage
• The mass is used in the calculation for the moment of inertia
• The mass of the payload is entered when the motion profile is created.
• As the mass of the drive train is not customer information, it can be separately entered in the
"Extended data".
• By means of the mass calculator, an alternative value can be calculated.
Mass calculator
( 405)
( 412)
7.4.4.3Angle of tilt
SymbolDescription
βAngle of tilt (gradient)
• The value can be entered in degrees or as a percentage.
7.4.4.4Transmission efficiency of toothed belt
SymbolDescription
η
Blt
Transmission efficiency of the toothed belt in the maximum stationary operating point.
• Since the torque loss of a belt is not proportional to its load, i. e. it is not constant throughout
the entire operating range, however, often only one efficiency factor is known, it is assumed
that the value applies to maximum steady-state operation. The losses that can be calculated
for this, in the worst case occur as a constant torque loss, so that they are taken into consideration in the DSD.
• The losses of the guide can be covered separately with the specific travelling resistance.
7.4.4.5Drive train mass
SymbolDescription
m
D
Mass of the drive train
• Since the mass of the drive train is only determined by the dimensioning process, an iteration
may be required here.
• First you can enter an estimated value here.
• If you have selected a drive, you can enter the actual value and check the calculation again.
• The masses of the products can be gathered from the catalogues.
• The mass is used in the calculation for the moment of inertia
The vast majority of positioning systems require linear movements. If a rotating drive is used, the
rotation of the motor has to be converted into a linear movement. The speeds that can be achieved,
and therefore the dynamics of the positioning process and the repeat accuracy, and thus the quality
of the positioning process to a great extent are defined by the mechanics.
Characteristics of a rack drive
• A motor actuates a pinion which in turn actuates a rack and pinion, or the motor actuates itself
on a stationary rack and pinion.
• Rack and pinions provide an unlimited traverse path, however they are not very accurate and
have a tendency for slip.
7.5.1Calculations
For a rack drive according to the drawing the following applies:
The pinion diameter can be calculated from the module and the number of teeth:
[7-41] Equation 1: Pinion diameter
Conversion of translatory variables into rotary variables
First the mass which is to be moved linearly has to be calculated. The payload m
can adopt different
L
values during the travel cycle.
[7-45] Equation 5: Total mass
The friction force Fμ can for instance occur on the supporting elements of the rack and pinion. Generally it can be calculated according to the following equation.
• The force acts opposite to the direction of movement and is taken into consideration by the fraction v/|v| in the following equation. For v = 0 the force F
[7-46] Equation 6: Friction force
μ
is 0.
Additionally a force Fvs can act, e. g. a force due to weight, which occurs during a slope of the linear
movement.
is an external counterforce that can act additionally on the rack and pinion. The direction of
•F
vs
the force is to be observed.
[7-47] Equation 7: Total translatory force
The required torque of the application M
has to be calculated in three steps. First the force that
App
is transmitted via the rack and pinion has to be ascertained:
[7-48] Equation 8: Force that is transmitted to the rack and pinion
The friction force depends on the force F
to be transmitted, so that the resulting force that is to
App
be transmitted via the spindle is calculated by means of the following equation.
• It is assumed that η
is the leadscrew efficiency in motor mode. The deterioration of the effi-
Cog
ciency for operation in generator mode (backward efficiency) is taken into consideration during
this calculation.
[7-49] Equation 9: Force transmitted to the rack and pinion, taking the spindle friction into consideration
Depending on the bearing, radial forces may occur in a rack drive which act on the gear shaft at the
output end of the gearbox. DSD does not check whether the radial forces exceed limit values. This
must be checked manually. The radial forces must be considered in the drive dimensioning.
Consideration of axial forces
In the case of racks and pinions with helical bearings, axial forces occur which act on the shaft bearings at the output end of the gearbox or at the motor. DSD does not check whether the axial forces
exceed limit values. This must be checked manually. The axial forces must be considered in the drive
dimensioning.
Required torque of the application
During the calculation of the required torque of the application additional moments of inertia, like
for example that of the pinion or of additional shafts, are also taken into consideration.
[7-50] Equation 11: Required torque of the application
Tip!
Further equations to complete the calculations required for an application can be found in
the chapter "Basic calculations
The vast majority of positioning systems require linear movements. If a rotating drive is used, the
rotation of the motor has to be converted into a linear movement. The speeds that can be achieved,
and therefore the dynamics of the positioning process and the repeat accuracy, and thus the quality
of the positioning process to a great extent are defined by the mechanics.
Characteristics of a spindle drive
• A motor (if required with a gearbox) actuates a spindle that moves the spindle slide with the
load.
• Spindles are used for a high positioning accuracy and low speeds. The positioning path is limited.
• For the accurate adjustment of limit stops and the accurate positioning of the workpiece in production machines, spindles are generally used.
7.6.1Calculations
For a spindle drive according to the drawing the following applies:
First the leadscrew pitch is converted to a resulting radius.
[7-51] Equation 1: Resulting radius of the spindle
The moment of inertia of the spindle can be determined if its geometry is known.
• The following, for instance, applies to a solid cylinder:
[7-52] Equation 2: Moment of inertia of the spindle