Motors and Drives

Chapter 3: AC and DC Motors - Servomotors: Linear Stepper Motor Systems

Linear Stepper Motor Systems
Linear stepper motor systems are based on the principles of the stepper motors previously presented. The stepper drive system is basically a servo system, but often without the velocity feedback loop. Without the feedback loop, some sacrifice in accuracy is made. However, the cost of a stepper motor system is less than that of servomotor system.

Stepper motors, as you recall, are two-phase stator-type motors. The current is carried in the stator, which allows for maximum heat dissipation. Current that is switched on and off creates an electromagnetic field that produces rotation. The position of the motor shaft is determined by which phase is at maximum strength. The pole pair that is at maximum strength will interact with the permanent magnet rotor, and rotation will occur.

The linear stepper system could be of several different designs, but several common types for stepper and servo systems are the rack and pinion system and the leadscrew system. Figure 3-46 indicates these two types of systems.


In the rack and pinion design, the linear table is moved by the rotating motion of the stepper motor. The stepper motor shaft is fitted with a cylindrical gear that mates with linear table sprockets. When the stepper motor engages, the linear table moves in the forward or reverse direction, depending on the signal from the amplifier.

In the leadscrew design, the moveable table contains an integral nut that is threaded to the specifications of the long machine threaded screw. The stepper motor shaft is directly connected to the leadscrew by means of a coupling. When the motor engages, the leadscrew rotates in the direction dictated by the amplifier, thereby setting the table into motion.

A limiting factor to this system is the backlash that can occur, causing some sloppiness of motion. Backlash is the measured play or looseness between the gear and linear table sprocket (rack and pinion) or between leadscrew and moveable table (leadscrew). Since motion is transferred from the motor shaft to another device, this type of looseness is inevitable. Some backlash can be reduced by preloading the nut or linear device. This means that the linear device may be spring-loaded, keeping it in tight contact with the leadscrew nut, so there is no play in the system.

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