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Home / Theory
  - Stepper motors

A stepper motor (or step motor) is a brushless, electric motor that can divide a full rotation into a large number of steps. The motor's position can be controlled precisely without any feedback mechanism (see Open-loop controller), as long as the motor is carefully sized to the application. Stepper motors are similar to switched reluctance motors (which are very large stepping motors with a reduced pole count, and generally are closed-loop commutated).

Stepper motors operate differently from DC brush motors, which rotate when voltage is applied to their terminals. Stepper motors, on the other hand, effectively have multiple "toothed" electromagnets arranged around a central gear-shaped piece of iron. The electromagnets are energized by an external control circuit, such as a microcontroller. To make the motor shaft turn, first, one electromagnet is given power, which makes the gear's teeth magnetically attracted to the electromagnet's teeth. When the gear's teeth are aligned to the first electromagnet, they are slightly offset from the next electromagnet. So when the next electromagnet is turned on and the first is turned off, the gear rotates slightly to align with the next one, and from there the process is repeated. Each of those slight rotations is called a "step", with an integer number of steps making a full rotation. In that way, the motor can be turned by a precise angle.

Steppers are generally commutated open loop, i.e. the driver has no feedback on where the rotor actually is. Stepper motor systems must thus generally be over engineered, especially if the load inertia is high, or there is widely varying load, so that there is no possibility that the motor will lose steps. This has often caused the system designer to consider the trade-offs between a closely sized but expensive servomechanism system and an oversized but relatively cheap stepper.

A new development in stepper control is to incorporate a rotor position feedback (e.g. an encoder or resolver), so that the commutation can be made optimal for torque generation according to actual rotor position. This turns the stepper motor into a high pole count brushless servo motor, with exceptional low speed torque and position resolution. An advance on this technique is to normally run the motor in open loop mode, and only enter closed loop mode if the rotor position error becomes too large — this will allow the system to avoid hunting or oscillating, a common servo problem.

There are four main types of stepper motors:

  1. Permanent Magnet Stepper (can be subdivided in to 'tin-can' and 'hybrid', tin-can being a cheaper product, and hybrid with higher quality bearings, smaller step angle, higher power density)
  2. Hybrid Synchronous Stepper
  3. Variable Reluctance Stepper
  4. Lavet type stepping motor

Permanent magnet motors use a permanent magnet (PM) in the rotor and operate on the attraction or repulsion between the rotor PM and the stator electromagnets. Variable reluctance (VR) motors have a plain iron rotor and operate based on the principle that minimum reluctance occurs with minimum gap, hence the rotor points are attracted toward the stator magnet poles. Hybrid stepper motors are named because they use a combination of PM and VR techniques to achieve maximum power in a small package size.

There are two basic winding arrangements for the electromagnetic coils in a two phase stepper motor: bipolar and unipolar.

Unipolar motors

A unipolar stepper motor has two windings per phase, one for each direction of magnetic field. Since in this arrangement a magnetic pole can be reversed without switching the direction of current, the commutation circuit can be made very simple (e.g. a single transistor) for each winding. Typically, given a phase, one end of each winding is made common: giving three leads per phase and six leads for a typical two phase motor. Often, these two phase commons are internally joined, so the motor has only five leads.

A microcontroller or stepper motor controller can be used to activate the drive transistors in the right order, and this ease of operation makes unipolar motors popular with hobbyists; they are probably the cheapest way to get precise angular movements.
Unipolar stepper motor coils

(For the experimenter, one way to distinguish common wire from a coil-end wire is by measuring the resistance. Resistance between common wire and coil-end wire is always half of what it is between coil-end and coil-end wires. This is because there is twice the length of coil between the ends and only half from center (common wire) to the end.) A quick way to determine if the stepper motor is working is to short circuit every two pairs and try turning the shaft, whenever a higher than normal resistance is felt, it indicates that the circuit to the particular winding is closed and that the phase is working.

Bipolar motor

Bipolar motors have a single winding per phase. The current in a winding needs to be reversed in order to reverse a magnetic pole, so the driving circuit must be more complicated, typically with an H-bridge arrangement (however there are several off the shelf driver chips available to make this a simple affair). There are two leads per phase, none are common.

Static friction effects using an H-bridge have been observed with certain drive topologies[citation needed].

Because windings are better utilized, they are more powerful than a unipolar motor of the same weight. This is due to the physical space occupied by the windings. A unipolar motor has twice the amount of wire in the same space, but only half used at any point in time, hence is 50% efficient (or approximately 70% of the torque output available). Though bipolar is more complicated to drive, the abundance of driver chips means this is much less difficult to achieve.


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