3.1. Magnetic Material Properties
The microstructure and processing of most electrical steels are optimized almost entirely to achieve the highest magnetic functional properties. As a result, the mechanical properties of electrical steels tend to be modest in comparison to those of steels or other alloys optimized solely for mechanical behavior. There are often multiple grades within the product range of a given manufacturer, and they offer some trade-off between mechanical and magnetic properties [
9]. Although, in principle, this offers the opportunity to employ different grades of electrical steels in the rotor and stator cores, the utilization of electrical steels is generally poor when a single-piece stator alone is taken out of the starting strip of the material, with the region within the bore of the stator core being discarded as scrap. Improved utilization of the starting strip can be realized by taking out the rotor core from within the bore of the stator core. This may result in the use of a grade of electrical steel for the rotor core that has some trade-off in mechanical and magnetic properties to balance the different demands of the stator and rotor cores.
This study is based on NO20-1200H core material, which is a specific grade of 0.2 mm thick, non-oriented silicon–iron. This is not a grade developed specifically for its mechanical properties, but by virtue of being 0.2 mm thick, it is often adopted as a mainstream option for the stators of higher-speed machines. The manufacturer quoted that the minimum 0.2% yield strength is 400 MPa in the rolling direction, which increases by ~2% in the transverse direction. One important consideration is the margin adopted between the design stress limit and the material yield stress. Setting this margin requires consideration of factors such as fatigue, temperature cycling and aging effects. Typically, a design stress limit of 50–60% of the manufacture-quoted yield strength would be adopted, although with extensive in-service experience and operational data, this percentage might be increased. Adopting a design stress limit that is 60% of the 0.2% yield strength of NO20 gives rise to a design stress of 240 MPa for this optimization study. The key mechanical properties adopted for the NO20 rotor core and the NdFeB rotor magnets are summarized in
Table 3.
3.2. Influence of Interference Fitting of Shaft
Interference fitting is widely used in powertrain components as a straightforward, reliable and low-cost means of securing shafts into hubs and cores [
10]. The degree of interference employed must be carefully specified to ensure that the radial pressure exerted on the shaft by the rotor core is sufficient to transmit the electromagnetic torque. This condition must be met over the full speed and temperature range encountered in service and is usually set with a significant spare margin. However, setting the level of interference must also take account of the fact that the interference fit at the bore of the rotor core increase the stress in the remainder of the rotor core. Hence, it is important not to over-specify the interference.
A useful estimate of the minimum interference required between the shaft and the rotor core can be established from a simplified model in which the rotor is represented as a solid annulus of uniform density. For a rotating solid annulus representation of the rotor core with outer radius
and inner radius
, the radial growth at the inner radius for a rotor of density
, Young’s modulus
E and Poisson’s ratio
when rotating at an angular velocity of
ω is given by Equation (1) from [
11]. For the smallest and largest NO20 rotor cores considered in this study, viz., 120 mm and 180 mm outer diameters, the predicted radial growths of a bore that accommodates a 25 mm shaft are 2.2 µm and 4.9 µm, respectively, at a rated speed of 12,000 rpm.
Similarly for the shaft, the change in its outer radius when rotating at an angular velocity of
ω is given by
For a 25 mm diameter steel shaft (with a modulus of 200 GPa and a density of 7800 kg/m
3), the resulting radial growth at 12,000 rpm is a mere 0.02 µm. The difference in radial growth between the shaft and the bore of the rotor core in effect reduces the net interference at the maximum speed from the interference set at standstill. The interference at standstill must be sufficient to accommodate the differential radial growth of the rotor core while still maintaining sufficient inward radial pressure on the shaft to transmit the rated torque with an appropriate safety margin. A well-established method for calculating the contact pressure and resulting hoop stresses between interfering concentric cylinders is given in [
10]. For the case of a solid shaft, the interference,
, required to achieve a contact pressure between the shaft and the rotor core of
is given from [
10] by
Taking the case of a 180 mm outer diameter rotor and assuming, for the time being, an axial length of 100 mm (an estimate of which can be obtained on an a priori basis for simple torque-sizing equations), the radial pressure required to transmit the rated torque of 239 Nm assuming a worst-case coefficient of friction of 0.2 between the shaft and the core is 12.2 MPa. This, in turn, requires a minimum net radial interference of 1.5 µm at the maximum speed, which, in turn, requires a standstill interference of 6.4 µm to allow for the 4.9 µm radial growth at 12,000 rpm. Allowing a safety factor of 2 on the interference yields a diametrical interference of 25 µm. This, in turn, generates a maximum radial pressure of 99.7 MPa at standstill. The resulting hoop stress in the rotor core at the inner bore is hence given by
This results in a maximum hoop stress within the core at standstill of 103.6 MPa, which is well within the material design limit. Although cautious in terms of the safety margin on the interference required to transmit the torque, a diametrical interference of 25 µm between the core and the shaft is fixed for the remainder of this investigation.
3.3. Modeling
Structural finite element calculations were performed using a linear elastic model (i.e., fixed modulus) within the ANSYS environment. The contact faces between the individual magnet pieces and the rotor core were represented as frictional contacts with a coefficient of friction of 0.2. A very light interference fit between the magnet and rotor core of 2 µm was employed, and the interference fit between the rotor core and the shaft was set to 25 µm for all rotor diameter combinations.
A series of rotor outer diameters between 120 mm and 180 mm (in 15 mm increments) were considered. For each rotor diameter, a total of 154 designs were modeled comprising all-inclusive combinations of designs with
h1 values from 0.4 mm to 2.5 mm in 0.1 mm steps and
h2 values from 0.8 mm to 2 mm in 0.2 mm steps. An example of the resulting von Mises stress distribution in the vicinity of the rotor magnets is shown in
Figure 3; this case is a 135 mm diameter rotor at a maximum speed of 12,000 rpm with
h1 = 2 mm and
h2 = 1 mm. Although much of the rotor operates at stress levels below 50 MPa, as would be expected, there are regions of stress concentration at the outer tips of the magnets and in the gap between the innermost regions of the magnets. In this case, the peak localized stress is 230 MPa, which is just within the design stress limit of 240 MPa set for the NO20 rotor material.
Taking again the example of the 135 mm diameter rotor, the variation in the maximum predicted localized stress at 12,000 rpm as a function of
h1 and
h2 for the 154 designs considered is shown in
Figure 4. In this case, 40 combinations of
h1 and
h2 result in localized stress levels greater than the 240 MPa design stress limit set for this study.
Having established the combinations of h1 and h2 that yield viable designs from a mechanical stress threshold perspective, the electromagnetic torque is calculated using a two-dimensional, magneto-static, non-linear finite element analysis for the specific case of a stator rms current density of 10 A/mm2 (at an assumed slot fill factor of 0.45) with a current advance angle of 45° (electrical).
The resulting average torque per unit length values calculated for the 154 design combinations with a 135 mm diameter rotor are shown in
Figure 5. Although 40 of these combinations are not viable mechanically, the torques that they produce are included to demonstrate the torque penalty that results from a design stress limit of 240 MPa. For this 135 mm diameter rotor, the highest predicted torque per unit length is 1498 Nm/m for the smallest combination of
h1 (0.4 mm) and
h2 (0.8 mm), although this results in a peak localized stress of 290 MPa. The highest predicted torque per unit length for a design that also results in a von Mises stress that falls within the design limit of 240 MPa is 1468 Nm/m, which is achieved for an
h1 value of 0.5 mm and an
h2 value of 1.4 mm. Scaling this torque per unit length to meet the torque specification set out in
Table 1 yields an axial length of 162 mm for this rotor diameter of 135 mm, in turn yielding a predicted mass for this design, including an estimate of end-winding mass of 50.6 kg, which corresponds to ~2 kW/kg.
Repeating this process to establish the optimal designs for all the rotor outer diameters between 120 mm and 180 mm yields the series of designs summarized in
Table 4, which exhibit the maximum torque per unit length within a peak design stress limit of 240 MPa at 12,000 rpm. The axial lengths of the stator and rotor cores of these designs are all scaled to produce a rated torque of 239 Nm at a stator rms current density of 10 A/mm
2 (at an assumed slot fill factor of 0.45).
As would be expected, increasing the rotor diameter beyond 120 mm requires larger values of
h1 and
h2 to maintain the localized stress within the rotor below the 240 MPa limit. Thickening up the rotor core beyond the end of the magnets tends to promote increased leakage flux within the rotor. It is apparent from the results presented in
Table 4 that there is an optimum rotor diameter of 165 mm, albeit that this is specific to this combination of rotational speed, rotor core maximum stress limit, machine split ratio and current density constraints. Without mechanical stress considerations, the torque density tends to continually increase with increasing rotor diameter because of the nature of scaling with the diameter of the electric loading (Ampere turns per unit of airgap periphery). There is a further tendency for the predicted torque density to increase with diameter due to the limitations of two-dimensional finite element modeling. A two-dimensional finite element electromagnetic analysis does not account for the influence of end effects in short-axial-length machines and, hence, tends to overestimate the torque produced by machines with short axial lengths relative to diameters. The presence of an optimum in
Table 4 is a consequence of the electromagnetic penalty, which is increasingly incurred with the need to thicken up the regions of the rotor core adjacent to the airgap to ensure that the entire rotor core remains with the specified design mechanical stress.
Figure 6 shows a predicted flux density distribution in the rotor and stator cores of this 165 mm diameter design at the rated torque, while
Figure 7 shows a close-up of the von Mises stress distribution in the region around the magnet poles at 12,000 rpm. As is apparent, there is significant magnetic saturation both in regions adjacent to the airgap near the magnet tips and in the regions between the pair of magnets that make up one pole, with peak flux densities of up to ~3.4 T. This saturation plays an important role in limiting the magnet leakage flux within the rotor core, which would otherwise further diminish the airgap flux density. This illustrates the importance of modeling the behavior beyond saturation accurately, as this can have a significant bearing on torque in this machine, even at modest electric loading. In this regard, the representation of the magnetization characteristics is best suited to a semi-analytical model in which saturation is enforced mathematically rather than extrapolated from a series of discrete data points.