Oriental Motor Motor Sizing Calculations
Oriental Motor Motor Sizing Calculations
Oriental Motor Motor Sizing Calculations
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Motor Sizing Calculations
Selecting a motor that sufficiently satisfies the specifications required by the equipment is an important key to ensuring the desired reliability
and economy of the equipment.
This section describes the procedure to select the optimum motor for a particular application, as well as the selection calculations, key points
of selection and examples.
Selection Procedure
An overview of selection procedure is explained below.
First, determine the drive mechanism. Representative drive mechanisms include simple body of rotation, ball
screw, belt pulley, and rack and pinion. Along with the type of drive mechanism, you must also determine the
mass of transferred work, dimensions of each part, friction coefficient of the sliding surface, and so on.
Confirm the drive conditions such as the speed of movement, drive time, and also positioning distance and
period if positioning operation will be performed. Also confirm the stop accuracy, resolution, position holding,
operating voltage, operating environment, and so on.
Calculate the values for load torque and load inertia at the motor drive shaft. See the left column on page G-3 for
the calculation of load torque for representative mechanisms. See the right column on page G-3 for the
calculation of inertia for representative shapes.
Select a motor type from AC Motors, Brushless DC Motors or Stepping Motors based on the required
specifications.
Make a final determination of the motor after confirming that the specifications of the selected motor/gearhead
satisfy all of the requirements, such as mechanical strength, acceleration period and acceleration torque. Since
the specific items that must be checked will vary depending on the motor model, see the selection calculations
and selection points explained on page G-4 and subsequent pages.
Determine the drive
mechanism component
Confirm the required specifications
(Equipment specifications)
Calculate the speed and load
Select motor type
Selection calculation
G-3
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Service Life
Motor and
Fan Sizing
Standard
AC Motors
Brushless
DC Motors
Stepping
Motors
Gearheads
Linear
Motion
Fan Motors
Formulas for Calculating Load Torque
Calculate the friction torque for the applicable drive mechanism.
Ball Screw
Pulley
Wire Belt Mechanism, Rack and Pinion Mechanism
By Actual Measurement
F =Force of moving direction [N]
F0 =Pilot pressure load [N] (1/3F)
0 =Internal friction coefficient of pilot pressure nut (0.10.3)
=Efficiency (0.850.95)
i =Gear ratio (This is the gear ratio of the mechanism and not
the gear ratio of the Oriental Motor gearhead you are
selecting.)
PB =Ball screw pitch [m/rev]
FA =External force [N]
FB =Force when main shaft begins to rotate [N]
(FB= [value for spring balance] (kg) g [m/s
2
])
m =Total mass of work and table [kg]
=Frictional coefficient of sliding surfaces (0.05)
=Angle of inclination [ ]
D =Final pulley diameter [m]
g =Gravitational acceleration [m/s
2
] (9.807)
FB
D
M
achine
Pulley
Spring Balance
= [Nm] y TL
FBD
2
m
FA
D
F
m FA
D
F
= [Nm] r TL
F
2
=
FD
2 i
D
i
=FAmg (sin a cos a) [N] t F
m FA
D
= TL
D
i
FAmg
2
= [Nm] e
( FAmg) D
2i
FA m
Direct Coupling
F
A
F
m
= ( ) [Nm] q TL
FPB
2 2
1
i
0F0PB
=FAmg (sin a cos a) [N] w F
Formulas for Calculating Moment of Inertia
Inertia of a Cylinder
Inertia of a Hollow Cylinder
Inertia for Off-center Axis of Rotation
Inertia of a Rectangular Pillar
Inertia of an Object in Linear Motion
Density
Iron =7.910
3
[kg/m
3
]
Aluminum =2.810
3
[kg/m
3
]
Bronze =8.510
3
[kg/m
3
]
Nylon =1.110
3
[kg/m
3
]
Jx =Inertia on x axis [kgm
2
]
Jy =Inertia on y axis [kgm
2
]
J0 =Inertia on x0 axis (passing through center
of gravity) [kgm
2
]
m =Mass [kg]
D1 =External diameter [m]
D2 =Internal diameter [m]
=Density [kg/m
3
]
L =Length [m]
C
A
B
x
x0
=Jx0 [kgm
2
] !1 Jx ml
2
= m (A
2
B
2
12l
2
)
12
1
r=Distance between x and x0 axes[m]
L
D1
D2
x
y
= [kgm
2
] o Jx m (D1
2
D2
2
)=
8
1
L (D1
4
D2
4
)
32
= [kgm
2
] !0 Jy m
4
1
( )
4
D1
2
D2
2
3
L
2
D1
L
x
y
= [kgm
2
] u Jx mD1
2
8
1
= LD1
4
32
= [kgm
2
] i Jy m
4
1
( )
4
D1
2
3
L
2
Acceleration (Deceleration)
Period[ms]
=
f2f1
t1
= Operating Pulse
Speed f2[Hz]
Number of
Operating Pulses
[Pulses]
Positioning Period [s]
=
A
t0
=
Operating Pulse
Speed f2[Hz]
Number of
Operating Pulses
[Pulses]
Starting Pulse
Speed [Hz]
Acceleration
(Deceleration)
Period [s]
Positioning Period
[s]
Acceleration (Deceleration)
Period [s]
=
Af1t1
t0t1
=
No. of Pulses
Required for
1 Motor Rotation
Number of Operating
Pulses A[Pulses]
Distance per Movement
Distance per Motor Rotation
= : Step Angle
l
lrev
360
s
s
Positioning Period
Start/Stop Operation
Operating Pulse
Speed
Number of
Operating Pulses
A
t0
f2
Positioning Period
Acceleration/Deceleration Operation
Acceleration Period t1
t1
t0
Deceleration
Period
Operating Pulse
Speed
f2
f1
Starting Pulse
Speed
Number of
Operating Pulses
=
Acceleration Torque Ta [Nm]
Rotor Inertia
[kgm
2
]
Total Inertia
[kgm
2
]
Operating Pulse
Speed [Hz]
Starting Pulse
Speed [Hz]
Acceleration (Deceleration)
Period [s]
Step Angle[ ]
180
= (J0JL)
f2f1
t1
s
180
Operating
Speed
[r/min]
NM
Acceleration
Period t 1
Deceleration
Period t 1
Positioning Period t 0
For AC Motors
Movement
Acceleration
Torque
Ta[Nm]
=
coefficient
Rotor Inertia
[kgm
2
]
Total Inertia
[kgm
2
] Operating Speed [r/min]
Acceleration (Deceleration)
Period [s]
=
9.55
(J0JL)
t1
NM
60
Operating
Speed[r/min]
=Operating Pulse Speed [Hz]
Step Angle
360
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Service Life
Motor and
Fan Sizing
Standard
AC Motors
Brushless
DC Motors
Stepping
Motors
Gearheads
Linear
Motion
Fan Motors
Selection Considerations
There are differences in characteristics between standard AC
motors and stepping motors. Shown below are some of the points
you should know when sizing a motor.
Standard AC Motors
qSpeed Variation by Load
The speed of induction motors and reversible motors varies by
several percent with the size of the load torque. Therefore,
when selecting an induction motor or reversible motor the
selection should take into account this possible speed variation
by load.
wRating
There can be a difference of continuous and short-term ratings,
due to the difference in motor specifications, despite the fact
that two motors have the same output power. Motor selection
should be based on the operating time (operating pattern).
ePermissible Load Inertia for Gearheads
If instantaneous stop (using a brake pack, etc.), frequent
intermittent operations or instantaneous reversing will be
performed using a gearhead, an excessive load inertia may
damage the gearhead. In these applications, therefore, the
selection must be made so the load inertia does not exceed the
permissible load inertia for the gearhead (see page A-13).
Stepping Motors
qChecking the Running Duty Cycle
A stepping motor is not intended to be run continuously with
rated current. Lower than 50% running duty cycle is
recommended.
wChecking the Inertia Ratio
Large inertia ratios cause large overshooting and undershooting
during starting and stopping, which can affect start-up times and
settling times. Depending on the conditions of usage, operation
may be impossible.
Calculate the inertia ratio with the following equation and check
that the values found are at or below the inertia ratios shown in
the table.
Inertia Ratio (Reference Values)
Except geared motor types
When these values are exceeded, we recommend a geared
motor.
Using a geared motor can increase the drivable inertia load.
= Inertia Ratio
Total Inertia of the Machine [kgm
2
]
Rotor Inertia of the Motor [kgm
2
](Gear Ratio)
2
=
JL
J0 i
2
Product Series Motor Frame Size
Stepping Motor and
Driver Packages
28, 42, 60, 85
20, 28
42, 60, 85
Inertia Ratio
30 Maximum
5 Maximum
10 Maximum
= Inertia Ratio
Total Inertia of the Machine [kgm
2
]
Rotor Inertia of the Motor [kgm
2
]
=
JL
J0
Running Duty Cycle 100
Running Time
Running
Time
Stopping
Time
m
]
Product Series
Stepping Motor and
Driver Packages
Safety Factor
(Reference Value)
1.52
2
Product Series Motor Frame Size Acceleration/Deceleration Rate TR[ms/kHz]
28, 42, 60, 85
42, 60
85, 90
0.1 Maximum
20 Maximum
30 Maximum
Stepping Motor and
Driver Packages
G-6 ORIENTAL MOTOR GENERAL CATALOGUE
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Sizing Example
Ball Screw
Determine the Drive Mechanism
Total mass of the table and work m=40 kg
Frictional coefficient of sliding surfaces=0.05
Ball screw efficiency =0.9
Internal frictional coefficient of pilot pressure nut 0=0.3
Ball screw shaft diameterDB=15 mm
Total length of ball screwLB=600 mm
Material of ball screw Iron (density =7.910
3
[kg/m
3
])
Ball screw pitch PB=15 mm
Desired resolutionl=0.03 mm/step
(feed per pulse)
Feed l=180 mm
Positioning periodt 0=Within 0.8 sec.
Calculate the Required Resolution
can be connected directly to the application.
Determine the Operating Pattern (See page G-4 for basic equations)
(1) Finding the Number of Operating Pulses A [pulses]
(2) Determine the Acceleration (Deceleration) Period t1 [s]
An acceleration (deceleration) period of 25% of the positioning
period is appropriate.
Acceleration (Deceleration) Period t1=0.80.25=0.2 [s]
(3) Determine the Operating Pulse Speed f2 [Hz]
period [s]
t1 t1
t0=0.8
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10000
0.2 0.2
6000 pulses
=
Operating pulse
speed f2
Operating pulses (A)Starting pulse speed (f1)Acceleration (Deceleration) Period (t1)
Positioning Period (t0)Acceleration (Deceleration) Period (t1)
=
60000
0.80.2
=10000 [Hz]
= Operating pulses A
Feed per Unit (l)
Ball Screw Pitch (PB)
360
Step Angle ( s)
=
180
15
=6000 [pulses]
360
0.72
= Required Resolution s
360Desired Resolution (l)
Ball Screw Pitch (PB)
= =0.72 [ ]
3600.03
15
PB
D
B
Stepping
Motor
Controller
Driver
Programmable
Controller
Coupling
Direct
Connection
m
(4) Calculate the Operating Speed N [r/min]
Calculate the Required Torque TM [Nm] (see page G-4)
(1) Calculate the Load Torque TL [Nm]
(2) Calculate the Acceleration Torque Ta [Nm]
qCalculate the total moment of inertia JL [kgm
2
]
(See page G-3 for basic equations)
wCalculate the acceleration torque Ta [Nm]
(3) Calculate the Required Torque TM [Nm]
Required torque TM=(TLTa)2
={0.0567(628J00.158)}2
=1256J00.429 [Nm]
Select a Motor
(1) Provisional Motor Selection
(2) Determine the Motor from the Speed-Torque Characteristics
AS66AA
Select a motor for which the required torque falls within the pull-
out torque of the speed-torque characteristics.
0
1000 2000 3000 4000
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[
k
g
f
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m
]
T
o
r
q
u
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[
N
m
]
Speed [r/min]
Pulse Speed [kHz]
10 0 20 30 40 50 60
(Resolution Setting: 1000 P/R)
1.5
2.0
1.0
0.5
15
20
10
5
0
40510
7
AS66AA
Rotor Inertia
[kgm
2
]
0.48
Required Torque
[Nm]
Model
J0JL Acceleration torque Ta
f2f1
t1
s
180
J02.52
628J00.158 [Nm]
100000
0.2
0.72
180
32
LB DB
4
=
=0.23610
4
[kgm
2
]
32
7.910
3
60010
3
(1510
3
)
4
=m (
=40(
)
2
Inertia of Table and Work JT
=JBJT
=0.23610
4
2.2810
4
=2.5210
4
[kgm
2
]
Total Inertia JL
PB
2
2
=2.2810
4
[kgm
2
] )
2 1510
3
0 F0 PB
2
= Pilot Pressure Load F0
F
3
=6.53 [N] =
19.6
3
=
=0.0567 [Nm]
19.61510
3
2 0.9
0.36.531510
3
2
0F0PB
= Pilot pressure load F0
F
3
=98 [N]
=
=0.283 [Nm]
294510
3
2 0.9
0.398510
3
= =7.19.9
the gear ratio ( i ) is calculated as follows:
i
14501550
NG
=
14501550
18024
= = Speed at the gearhead output shaft: NG
V 60
P
(152)60
5
=18024 [r/min]
Motor
Gearhead
Coupling
Ball Screw
Slide Guide
m
v
FA
Using Standard AC Motors
This value is the load torque at the gearhead drive shaft, and must
be converted into load torque at the motor output shaft.
The required torque at the motor output shaft (TM) is given by:
Look for a margin of safety of 2 times.
38.82=77.6 [mNm]
To find a motor with a start-up torque of 77.6 mNm or more,
select motor 3RK15GN-AWMU.
This motor is equipped with an electromagnetic brake to hold a load.
A gearhead with a gear ratio of 1:9 that can be connected to the
motor 3RK15GN-AWMU is 3GN9K.
Load Inertia Check
Gearhead shaft total load inertia
J=0.99310
4
0.19010
4
=1.1810
4
[kgm
2
]
Here, the 3GN9K permissible load inertia is (see page A-13):
JG=0.1410
4
9
2
JG=1.1310
3
[kgm
2
]
Therefore, J < JG, the load inertia is less than the permissible
inertia, so there is no problem. There is margin for the torque, so
the rotation rate is checked with the no-load rotation rate (about
1750 r/min).
This confirms that the motor meets the specifications.
= V
NM PB
60 i
17505
609
=16.2 [mm/s] =
(where NM is the motor speed)
= Ball Screw Moment of Inertia JB
32
LB DB
4
=
=0.99310
4
[kgm
2
]
32
7.910
3
80010
3
(2010
3
)
4
=m ( )
2
Table and Work Moment of Inertia Jm
A
2
2
=30 ( )
2
=0.19010
4
[kgm
2
]
510
3
= TM
TL
i G
= =0.0388 [Nm]=38.8 [mNm]
0.283
90.81
(Gearhead transmission efficiency =0.81) G
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Service Life
Motor and
Fan Sizing
Standard
AC Motors
Brushless
DC Motors
Stepping
Motors
Gearheads
Linear
Motion
Fan Motors
Here is an example of how to select a brushless DC motor to drive
a belt conveyor.
Performance
Belt speed VL is 0.015 m/s1 m/s
Specifications for belt and work
Condition: Motor power supplySingle-Phase 100 VAC
Belt conveyor drive
Roller diameter D=0.1m
Mass of roller m2=1kg
Total mass of belt and workm1=15kg
Frictional coefficient of sliding surfaces =0.3
Belt roller efficiency=0.9
Find the Required Speed Range
For the gear ratio, select 1:15 (speed range: 2200) from the
permissible torque table for combination type on page B-12 so that
the minimum/maximum speeds fall within the speed range.
Calculate the Load Inertia JG
Load Inertia of Roller: Jm2
Load inertia of belt and work: Jm1
The load inertia JG is calculated as follows:
JG=Jm22Jm1=212.510
4
37510
4
=40010
4
kgm
2
From the specifications on page B-10, the permissible load inertia
for BX5120A-15 is 42010
4
kgm
2
Calculate the Load Torque TL
Select BX5120A-15 from the permissible torque table on page
B-12.
Since the permissible torque is 5.4 Nm, the safety margin is
TM/TL=5.4/2.452.2.
Usually, a motor can operate at the safety margin of 1.52 or more.
=
=2.45 Nm
Load Torque TL
= m1 g=0.3159.807=44.1N
Friction Coefficient of
the Sliding Surface: F
F D
2
44.10.1
20.9
=m1 ( Jm1
D
2
2
0.1
) =15 ( )
=37510
4
kgm
2
2 2
= Jm2
1
8
m2D
2
=
1
8
10.1
2
=12.510
4
kgm
2
= NG: Speed at the gearhead output shaft NG
Belt Speed
60VL
D
=2.86 r/min (Minimum Speed) 0.015 m/s
600.015
0.1
=191 r/min (Maximum Speed) 1 m/s
601
0.1
Work
Using Brushless DC Motors
The mass of work is selected that can be driven with SMK5100A-A
when the belt-drive table shown in Fig. 1 is driven in the operation
pattern shown in Fig. 2.
Structural Specifications
Total mass of belt and work m1=1.5 [kg]
Roller diameter D=30 [mm]
Mass of roller m2=0.1 [kg]
Frictional coefficient of sliding surfaces =0.04
Belt and pulley efficiency =0.9
Frequency of power supply 60 Hz (Motor speed: 72 r/min)
Low-speed synchronous motors share the same basic operating
principle with 2-phase stepping motors. Accordingly, the torque for
a low-speed synchronous motor is calculated in the same manner
as for a 2-phase stepping motor.
qBelt speed
Check the belt (work) speed
wCalculate the Required Torque TL
Frictional coefficient of sliding surfaces: F= m1 g=0.041.59.807=0.589 [N]
eCalculate the Load Inertia
Load inertia of belt and work: Jm1
Load Inertia of Roller: Jm2
The load inertia JL is calculated as follows:
JL=Jm1Jm22=3.3810
4
0.11310
4
2=3.510
4
[kgm
2
]
rCalculate the Acceleration Torque
Here, s=7.2, f=60 Hz, n=3.6/s=0.5
J0 =Rotor Inertia
tCalculate the Required Torque (look for a margin of safety of 2 times)
Required Torque TM=(TLTa)2
=(9.8210
3
905J00.32)2
=1810J00.66 [Nm]
ySelect a Motor
Select a motor that satisfies both the required torque and the
permissible load inertia.
When the required torque is calculated by substituting the rotor
inertia, TM is obtained as 0.914 Nm, which is below the output
torque. Next, check the permissible load inertia. Since the load
inertia calculated in eis also below the permissible load inertia,
SMK5100A-A can be used in this application.
Rotor Inertia
[kgm
2
]
Motor
1.410
4
Permissible Load Inertia
[kgm
2
]
Output Torque
[Nm]
710
4
1.12 SMK5100A-A
Ta=(J0JL)
=905 J00.32 [Nm]
=(J03.510
4
)
s f
2
180 n
7.260
2
1800.5
Jm2=
1
8
m2D
2
=
1
8
0.1(3010
3
)
2
=0.11310
4
[kgm
2
]
Jm1= m1(
D
2 2
)
2
=1.5( )
2
=3.3810
4
[kgm
2
]
3010
3
TL= Load Torque
F D
2
= =9.8210
3
[Nm]
0.5893010
3
20.9
V= = =113 [mm/s]
D N
60
3072
60
CW
5 10
15 (sec)
Fig. 2 Operating Pattern
CCW
Roller 2
Fig. 1 Example of Belt Drive
Roller 1
m
F
Using Low-Speed Synchronous Motors (SMK Series)
G-10 ORIENTAL MOTOR GENERAL CATALOGUE
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Index Table
Geared stepping motors are suitable for systems with high inertia,
such as index tables.
Determine the Drive Mechanism
Diameter of index table DT=300mm
Index table thicknessLT=10mm
Diameter of workDw=40mm
Thickness of workLw=30mm
Material of tableIron (density =7.910
3
kg/m
3
)
Number of loads 10 (one every 36)
Distance from center of index table
to center of load l=125mm
Positioning angle =36
Positioning periodt0=0.25 sec
The PN geared type (gear ratio=1:10, resolution=0.036)
can be used.
The PN geared type can be used at the maximum
starting/stopping torque in the inertial drive mode.
Gear Ratio i=10
Resolutions=0.036
Determine the Operating Pattern (See page G-4 for basic equations)
(1) Find the Number of Operating Pulses A [pulses]
(2) Determine the Acceleration (Deceleration) Period t1 [s]
Generally, an acceleration (deceleration) period should be set
approximately 25% of the positioning period.
Here, t1= 0.1[s] is provided as the accelation (deceleration) period.
(3) Calculate the Operation Speed N [r/min]
The permissible speed range for a PN geared motor with a gear
ratio of 1:10 is 0 to 300 r/min.
= = Operation Speed N
60
360
60
360
t0t1
36
0.250.1
=40 [r/min]
= Operating pulses A
s
36
0.036
=
=1000 [Pulses]
DT=300 mm
=125 mm
Programmable
Controller
Geared Stepping Motor
Controller
Driver
(4) Determine the Operating Pulse Speed f 2 [Hz]
Period [s]
t1 t1
t0=0.25
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]
6667
0.1 0.1
600 Pulses
= = Operating Pulse Speed f2
A
t0t1
600
0.250.1
=6667 [Hz]
G-11
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Service Life
Motor and
Fan Sizing
Standard
AC Motors
Brushless
DC Motors
Stepping
Motors
Gearheads
Linear
Motion
Fan Motors
Calculate the Required Torque TM [Nm] (see page G-4)
(1) Calculate the Load Torque TL [Nm]
Friction load is negligible and therefore omitted. The load torque is
assumed as zero.
Load Torque TL=0 [Nm]
(2) Calculate the Acceleration Torque Ta [Nm]
qCalculate the total moment of inertia JL [kgm
2
]
(See page G-3 for basic equations)
Inertia of work JW [kgm
2
] relative to the center of rotation can be
obtained from distance L [mm] between the center of work and
center of rotation, mass of work mW [kg], and inertia of work
(center of gravity) Jw1 [kgm
2
] .
Since the number of works, n, is 10 [pcs],
wCalculate the acceleration torque Ta [Nm]
(3) Calculate the Required Torque TM
Safety Factor Sf =2.0
Required Torque TM=(TLTa)Sf
={0(4.1910
3
J04.61)}2.0
=8.3810
3
J09.2 [Nm]
=(J0i
2
JL)
Acceleration
Torque Ta
f2f1
t1
s
180
=(J010
2
1110
2
)
=4.1910
3
J04.61 [Nm]
66670
0.1
0.036
180
= JTJW
(6.284.71)10
2
=
Total Inertia JL
=1110
2
[kgm
2
]
= n(JW1mWL
2
)
10[(0.59610
4
)0.3(12510
3
)
2
] =
Inertia of Work JW
=4.7110
2
[kgm
2
]
(Center of gravity)
= Mass of Work mW
4
LWDW
2
=
=0.3 [kg]
4
7.910
3
(3010
3
)(4010
3
)
2
= Inertia of Table JT
32
LTDT
4
=
32
LWDW
4
=
=6.2810
2
[kgm
2
]
32
7.910
3
(1010
3
)(30010
3
)
4
=
32
7.910
3
(3010
3
)(4010
3
)
4
Inertia of Work JW1
=0.59610
4
[kgm
2
]
(Center of gravity)
Select a Motor
(1) Provisional Motor Selection
(2) Determine the Motor from the Speed-Torque Characteristics
AS66AA-N10
Select a motor for which the required torque falls within the pull-
out torque of the speed-torque characteristics.
PN geared type can operate inertia load up to acceleration torque
less than Maximum torque.
If load torque is applied, the selection must be made so the
product of the load torque and the safety factor does not exceed
the permissible torque.
Pulse Speed [kHz]
(Resolution Setting: 1000P/R)
0 50 45 40 35 30 20 25 15 10 5
150 50 100 250 200 300
Speed [r/min]
T
o
r
q
u
e
[
N
m
]
T
o
r
q
u
e
[
k
g
f
c
m
]
0
25
20
5
10
15
0
250
200
50
100
150
Permissible Torque
J0=40510
7
AS66AA-N10
Rotor Inertia
[kgm
2
]
TM=9.55
Required Torque
[Nm]
Model