This material expands on material originally posted to the rec.railroad newsgroup in 1990. Significant parts of this material have been republished as sections 5.2.10, 10.8, 10.9 and 10.10 of the Handbook of Small Electric Motors edited by W. H. Yeadon and A. W. Yeadon, McGraw-Hill, 2001, and as Applications Note 907 published by Microchip Inc in 2004.
Copyright © 1995, Douglas W. Jones; major revision 1998. This work may be transmitted or stored in electronic form on any computer attached to the Internet or World Wide Web so long as this notice is included in the copy. Individuals may make single copies for their own use. All other rights are reserved.
This tutorial covers the basic principles of stepping motors and stepping motor control systems, including both the physics of steppers, the electronics of the basic control systems, and software architectures appropriate for motor control.
Stepping motors can be viewed as electric motors without commutators. Typically, all windings in the motor are part of the stator, and the rotor is either a permanent magnet or, in the case of variable reluctance motors, a toothed block of some magnetically soft material. All of the commutation must be handled externally by the motor controller, and typically, the motors and controllers are designed so that the motor may be held in any fixed position as well as being rotated one way or the other. Most steppers, as they are also known, can be stepped at audio frequencies, allowing them to spin quite quickly, and with an appropriate controller, they may be started and stopped "on a dime" at controlled orientations.
For some applications, there is a choice between using servomotors and stepping motors. Both types of motors offer similar opportunities for precise positioning, but they differ in a number of ways. Servomotors require analog feedback control systems of some type. Typically, this involves a potentiometer to provide feedback about the rotor position, and some mix of circuitry to drive a current through the motor inversely proportional to the difference between the desired position and the current position.
In making a choice between steppers and servos, a number of issues must be considered; which of these will matter depends on the application. For example, the repeatability of positioning done with a stepping motor depends on the geometry of the motor rotor, while the repeatability of positioning done with a servomotor generally depends on the stability of the potentiometer and other analog components in the feedback circuit.
Stepping motors can be used in simple open-loop control systems; these are generally adequate for systems that operate at low accelerations with static loads, but closed loop control may be essential for high accelerations, particularly if they involve variable loads. If a stepper in an open-loop control system is overtorqued, all knowledge of rotor position is lost and the system must be reinitialized; servomotors are not subject to this problem.
Stepping motors are known in German as Schrittmotoren, in French as moteurs pas à pas, and in Spanish as motor paso a paso.
As of Dec 22, 2010, Google found about 12,700 references to this material from outside the University of Iowa. compare this with 890 on Feb 14, 2008 and 539 on Dec. 15, 2003.
Last Modified:Wednesday, 19-Sep-2012 09:58:48 CDT.