Theory and practice of rotary and static phase converters

I went quiet while I researched the issue of how RPCs work and if a RPC supplies some of its own kinetic energy to the three phase motors
connected to it. (It does.)
The purpose of this posting is to report my findings, and is a continuation of the February 2009 thread "VFD as 3Ph shop supply".
I was looking for an academic analysis of how phase converters work, and hit pay dirt by searching US patents. The pattern is that when an academic patents something, the patent is most often a little paper complete with theory and references, and can be a very useful starting point. And a professor is likely to get the theory right.
This approach worked yet again, leading me to Berkeley Professor Otto J. M. Smith, who spent a major fraction of his career on rural electrification.
<http://en.wikipedia.org/wiki/Otto_J._M._Smith
<http://phaseable.com/
Dr. Smith comments (in 4,792,740, col 14, lines 11-15) that: "It is well known to persons skilled in the art that induction machines can be used either as induction generators or induction motors. All of the circuits disclosed herein can be used for induction generators feeding power into the public utility power supply."
Dr. Smith's patents listed below all pointed to a report written by Claude Hertz. The report, "Current Techniques in Phase Conversion Systems", Claude M. Hertz, presented to the IEEE 1978 Rural Electric Power Conference in Minneapolis, Minnesota, on 1-2 May 1978, was invited. Dr. Hertz was the Vice President - Engineering of Ronk Electrical Industries, and his now obscure paper is still the best summary available of the theory of static and rotary phase convertors.
The design equations for phase converters generally treat the motor as a black box, one having a power factor that varies with load, but do not delve into motor theory.
Use of measurements of currents and/or voltages to control capacitor switching to achieve balanced drive to the three phases is much discussed in both the above report and in the various patents and articles listed below. The key observation is that the three currents vary differently as the motor load varies. Likewise voltages across the three leads. These variations can be used to implement very reliable switching of capacitors (or autotransformer taps) for starting , and also to maintain phase balance over the load range of the motor. The schemes shown in the later patents are easily implemented by anyone with some electrical knowledge, especially the use of a voltage relay across one motor winding.
Of interest are the following US Patents:
4,484,125 Hertz, Claude "Three-phase delta-wound motor operated from single-phase current", granted 20 November 1984. Rotary converter and motor.
4,792,740 Smith, Otto J.M. "Three-phase induction motor with single-phase power supply", granted 20 December 1988. Rotary converter and motor. Allows full power. Appears to require 440 volts for a 220/440 motor.
5,545,965 Smith, Otto J.M. "Three-phase motor operated from a single phase power supply and phase converter", granted 13 August 1996. Static converter.
3,673,480 Johnstone, Colin "Circuit for operating polyphase induction motors from single-phase supply", granted 27 June 1972. Static converter. Cited by Phase-A-Matic.
And the following published articles:
"Automatic balance of three-phase motor currents for variable motor loading using a static phase converter"; Leo Soderholm and Claude Hertz; IEEE Trans. on Industry Applications; v.26, n.4, July/August 1990, pages 679-682.
"Determination of autotransformer-capacitor phase converter parameters"; Roshan Chhabra, Leo Soderholm, and Leon Charity; IEEE Trans. on Industry Applications; vol IA-9, No 1, January/February 1973, pages 41-45.
"Induction Generator Theory and Application", J.E. Barkle and R.W. Ferguson, AIEE Transactions (Power Apparatus and Systems), February 1954, pages 12-19.
Joe Gwinn
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
On Sun, 22 Feb 2009 13:05:30 -0500, Joseph Gwinn

Great research job! His prices, though, seemed quite high. Before I had real 3-PH power I used an Arco Roto Phase converter.... that was much more economical, then..... that may have changed.
--

Fortι Agent 5.00 Build 1171

"When a work lifts your spirits and inspires bold and
  Click to see the full signature.
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

The patents are all expired, so we can use their teachings at will.
Joe Gwinn
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
Seems an appropriate thread to mention that Phase-A-Matic has info on their website on making a rotary phase converter using their static phase converter. They have this in PDF files that you can download. Just thought this was a good resource.
http://www.phase-a-matic.com/StaticDescription.htm
RogerN
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

So they do. Their original patent is in the list I provided. Don't know if Phase-A-Matic still does it that way.
The original question was if having a big idler motor would protect a VFD or inverter from such abuse as someone plug-reverse a machine. Phase-A-Matic permits plug reversal so long as the idler is at the very least twice the size of the motor being reversed, but static converters are pretty robust, so one cannot conclude that a VFD would be so happy. That said, the 2:1 motor size ratio is certainly the minimum.
Joe Gwinn
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
    [ ... ]

    Well ... I have a Nichols horizontal mill (older than I am) with a 3/4 HP three phase motor, and it is powered from a vastly oversized VFD on a distant wall. It is rated at 30A, so I figure that it can handle 7-1/2 HP from single phase, and somewhat more from three phase.
    Anyway -- I don't bother trying to vary the speed at that distance, but I regularly plug reverse the spindle with this, in spite of the advice which I regularly give to not have switches between the motor and the VFD. This is so overpowered that the VFD doesn't even notice the motor, and the 20' of three phase cable is sufficient to capacitively bypass the worst of the inductive voltage spikes. So -- I don't advise this -- but it can work under certain conditions.
    Enjoy,         DoN.
--
Email: < snipped-for-privacy@d-and-d.com> | Voice (all times): (703) 938-4564
(too) near Washington D.C. | http://www.d-and-d.com/dnichols/DoN.html
  Click to see the full signature.
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
On Sun, 22 Feb 2009 13:05:30 -0500, Joseph Gwinn

<snip> ----------- Thanks for getting back to the group and letting us know what you discovered. Nice report.
Unka' George [George McDuffee] ------------------------------------------- He that will not apply new remedies, must expect new evils: for Time is the greatest innovator: and if Time, of course, alter things to the worse, and wisdom and counsel shall not alter them to the better, what shall be the end?
Francis Bacon (1561-1626), English philosopher, essayist, statesman. Essays, "Of Innovations" (1597-1625).
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

Thanks. It's certainly an issue of wide interest in RCM.
One thing. I think I recall some debate and difficulty on starting RPCs, given that most three phase motors lack centrifugal switches to disconnect the start capacitor. I came upon a solution in my research. In the report and patents, a simple approach is given: Use a voltage relay to measure the voltage of the generated phase, the relay in turn controlling a contactor that disconnects the start capacitor when at least 80% of normal speed is achieved. This approach was praised in the report for its simplicity and reliability, and appears in both relay and its solid-state equivalent in more modern patents.
Joe Gwinn
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

I've never seen a 3-phase motor with a starting capacitor. Most start straight across the line. In some larger one [say >500HP] the starter may provide reduced voltage but....
--
A host is a host from coast to snipped-for-privacy@nrk.com
& no one will talk to a host that's close........[v].(301) 56-LINUX
  Click to see the full signature.
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

Dave, this would be for starting a three phase motor from single phase, like what I do in my phase converter.
--
Due to extreme spam originating from Google Groups, and their inattention
to spammers, I and many others block all articles originating
  Click to see the full signature.
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
I was told a long time ago, by an engineer working for Brook Crompton, that a static phase convertor was sometimes known as a Steinmetz convertor.
I assume that this refers to Charles Steinmetz. Possibly it was him who first figured out how to run a three phase motor on single phase power, although I have never been able to verify this: http://en.wikipedia.org/wiki/Charles_Proteus_Steinmetz
Best wishes,
Chris
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

Steinmetz invented the classic capacitor-start single phase induction motor. He also invented a kind of static phase converter in the process, but he appears to have been interested only in starting. See US patent 620,988, granted in 1899, which is cited in 5,454,965 to Smith, so I would assume that this is the most applicable Steinmetz patent.
Joe Gwinn
Add pictures here
βœ–
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

Polytechforum.com is a website by engineers for engineers. It is not affiliated with any of manufacturers or vendors discussed here. All logos and trade names are the property of their respective owners.