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Wang 2017
Wang 2017
A R T I C L E I N F O A BS T RAC T
Keywords: Flux-controllable machines have attracted much attention in modern industry, especially in electric vehicle
Constant power propulsion and wind power generation, as they can ensure a wide constant power speed range when working at
Constant induced voltage motoring mode, while maintain constant induced voltage when working at generating mode. This paper reviews
Flux controllability the current research work about flux-controllable machines, mainly focused on electrically excited machines,
Hybrid excited
hybrid excited machines and memory machines. The latest novel machine concepts with the potential of good
Memory machine
flux controllability are particularly investigated. The working principle, advantages and drawbacks, and future
trends of different flux-controllable machines are discussed, compared and summarized in detail.
1. Introduction On the other hand, the use of wind power is increasing rapidly as
more technical breakthroughs have been achieved. Fig. 1 shows of the
Electric machines have attracted more and more attention in recent global wind capacity from 2015 to 2020, one can see that the wind
years with the increasing concerns on energy crisis and environmental power systems are growing fast and enjoy good potential for further
pollution. Many clean energy applications have been investigated by sustained development [6]. Since the wind speed varies with the time,
researchers to reduce the fuel energy consumptions, among which the the induced voltage will also change while the wind speed varies, which
electric vehicles (EVs)/hybrid electric vehicles (HEVs) and wind power would bring shock to power converters. To maintain a constant induced
generators are two prominent representatives. voltage, the wind turbines need to weaken or strengthen the air-gap
Actually the EV was first invented as early as 1834, but almost flux when the wind speed increases or decreases. Therefore, the wind
varnished from the scene since 1930 due to the limitations associated power generators should also have good flux regulating capability to
with the batteries and the rapid advancement of internal combustion meet the changes of wind speeds.
engine vehicles (ICEVs) [1]. As the growing concerns on fuel energy The purpose of this paper is to give an overview of the flux-
shortage and environmental pollution as well as global warming, the controllable machines, especially focusing on the current research
research on EVs has shifted dramatically since 1990s. Many major works including machine topologies, operating principles and features,
automotive manufacturers like GM, Nissan and BMW have launched and especially the latest emerged novel machine concepts with good
aggressive programs to develop EVs for commercialization [2]. HEVs flux.
are also good candidates to reduce gasoline consumptions as well as
increase engine efficiency. One successful commercial HEV is the 2. Mathematical model and classification
Toyota Prius, many research works on this car have been conducted
[3–5]. No matter the EVs which merely use electric energy for 2.1. Mathematical model
propulsion, or HEVs driven by gasoline combined with electricity, the
driving motors are key components to ensure good performances of The mathematical model is the theoretical basis to understand the
EVs/HEVs. Generally, there are two typical working stages for driving working principle of the flux-controllable machines. Through the
motors in EVs/HEVs, namely constant torque start-up stage and research about the mathematical model, the accurate mathematical
constant power high speed cruise stage. In order to meet the high expressions of the back EMF and the electromagnetic torque can be
speed requirements of EVs/HEVs, the driving motors should have good obtained. For three-phase synchronous machines, the voltage equation
flux controllability to ensure wide constant power operating range. can be expressed as:
☆
This work was supported by the Research Grant Council of the Hong Kong Government under Project PolyU 152130/14E and PolyU 5388/13E.
⁎
Corresponding author.
E-mail addresses: q.s.wang@connect.polyu.hk (Q. Wang), eesxniu@polyu.edu.hk (S. Niu).
http://dx.doi.org/10.1016/j.rser.2016.09.098
Received 11 January 2016; Received in revised form 26 July 2016; Accepted 24 September 2016
1364-0321/ © 2016 Elsevier Ltd. All rights reserved.
Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
→ dψ → air-gap. One can find that the excitation flux ψf can act as a regulator for
→
u = Rs i +
dt (1) both the back EMF and the electromagnetic torque. Therefore, by
controlling the excitation flux, the back EMF and the terminal voltage
whereRs is the resistance of each phase windings,→ u = [ua, ub , uc]T ,
→ as well as the electromagnetic torque can be regulated effectively. This
i = [ia, ib , ic]T and →
ψ = [ψa, ψb , ψc]T are the phase voltage, current
feature is very useful to expand the constant power operating range
and flux linkage vector, respectively. The flux linkage of each phase
when the machines work at motoring mode, and maintain constant
windings contains three parts, namely, the self inductance flux linkage,
output voltages when the machines work at generating mode.
the mutual inductance flux linkage and the excitation flux linkage,
which can be expressed as:
→ →→
ψ = L i +→ ψf (2) 2.2. Classification
→ →
where L is the inductance matrix, ψ f is the excitation flux linkage According to the types of excitation sources and flux controlling
vector. methods, the flux-controllable machines can be divided into three
⎡ ⎤ categories, namely, electrically excited machines (EEMs), hybrid
→ ⎢ LAA MAB MAC ⎥
L = MAB LBB MBC excited machines (HEMs) and memory machines (MMs). EEMs are
⎢⎣ ⎥
MAC MBC LCC ⎦ (3) only excited by field windings, continuous excitation currents are
needed during the whole operating range, the flux regulating is
⎡ cos(θ ) ⎤
→ ⎢ ⎥ achieved by directly controlling the excitation currents. HEMs are
ψ f = ψf ⎢ cos(θ − 2π /3)⎥ excited by both the field windings and PMs with high coercivity,
⎣ cos(θ + 2π /3)⎦ (4) continuous excitation currents are needed during flux regulating.
in which LAA, BB , CC are the self inductance of each phase, MMs are excited by PMs with low coercivity and nonlinear hysteresis
MAB, AC , BC are the mutual inductance, ψf and θ are the excitation flux loops, the flux regulating can be achieved by applying current pulses.
linkage and the rotor position. By substituting Eq. (2) into Eq. (1), the The equivalent circuit model of EEMs, HEMs and MMs in d-q frame is
voltage equation can be re-written as: shown in Fig. 2. The steady-state voltage equations can be expressed
as:
→ → → →f
→ → dψ → dL → → d i dψ
u = Rs i + = Rs i + i +L + ⎡ ud ⎤ ⎡ id ⎤ ⎡ 0 − Lq ⎤ ⎡ id ⎤ ⎡0⎤
dt dt dt dt (5) ⎢ uq ⎥ = Rs ⎢ iq ⎥ + ω ⎢ ⎥ ⎢ ⎥ + ω ⎢ ψf ⎥
→ →
dL →
⎣ ⎦ ⎣ ⎦ ⎣ Ld 0 ⎦ ⎣ iq ⎦ ⎣ ⎦ (8)
where Rs i is the voltage drop due to the winding resistance, dt →
i is
→d i
known as rotational EMF due to the variation of inductance, L dt is
known as the transformer EMF due to the variation of armature
→
current, dψ f is known as the back EMF due to the relative motion of
dt
excitation flux and windings. The back EMF vector can be obtained by
differentiate the flux linkage vector:
→f ⎡ sin(θ ) ⎤
→ dψ ⎢ ⎥
e =− = ωψf ⎢ sin(θ − 2π /3)⎥
dt
⎣ sin(θ + 2π /3)⎦ (6)
whereω is the angular frequency. The electromagnetic torque is resulted
by the rotational EMF and back EMF, and can be expressed as:
1 →T ⎛ dL→ → →f ⎞
dψ
T= i ⎜ dt i + ⎟
ω ⎝ dt ⎠
⎡ sin(θ ) ⎤
→
1 →T dL → →T ⎢ ⎥
= ω
i dt i − i ψf ⎢ sin(θ − 2π /3)⎥
⎣ sin(θ + 2π /3)⎦ (7)
where the first item is the reluctance torque component due to the Fig. 2. Equivalent circuit model. (a) D-axis equivalent circuit. (b) q-axis equivalent
variations of inductances, which is zero in machines with symmetrical circuit.
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
where for EEMs: choices especially when wide constant power speed range (CPSR) are
needed due to their fixed PM excitations. Other drawbacks such as
ψf = keIe (9)
weak mechanical strength and low heat resistance of PM materials also
for HEMs: limit the usage of PM machines. EEMs can well solve the aforemen-
tioned problems. The air-gap flux can be regulated readily by adjusting
ψf = keIe + ψPM (10)
the excitation current, and hence guarantee wide CPSR. Moreover,
for MMs: since the rare-earth magnets are only owned by a small part of
countries and sale at a high price, EEMs are becoming increasingly
ψf = ψPM (11)
attractive and show good potential in certain applications.
The meaning of the symbols are as follows:
id ,iq d- and q-axis components of the armature current;. 3.1. Wound rotor synchronous machines
ud ,uq d- and q-axis components of the terminal voltage;.
Ld ,Lq d- and q-axis components of the synchronous. Traditional WRSMs have been used in applications like EV
inductance. propulsion [7,8]for many decades. Despite the price advantage over
Ie the excitation current;. PM machines, WRSMs can achieve wider CPSR due to their flexible
ke the excitation coil–armature winding mutual. flux controllability by simply adjusting the excitation current. A WRSM
inductance;. is proposed for EV traction which owns high overload capability at low
ψf the total excitation flux linkage;. speed and wide speed range at constant power [9].
ψPM PM flux linkage;. One of the main drawbacks of traditional WRSMs is their bad
One can find that for EEMs, flux regulating is achieved by thermal conditions. The temperature distributions in both WRSMs and
controlling the excitation currents. It should be noted that PMs with PM machines are calculated and compared using the same cooling
high coercivities and linear BH loops are used in HEMs, ψPM is a fixed condition in [10]. The results show that WRSMs have higher winding
item and flux regulating is also achieved by controlling the excitation temperatures than PM machines, especially the field winding tempera-
currents. For MMs, ψPM can be adjusted by current pulses since PMs ture. This is because the field windings of WRSMs will produce
with low coercive force and nonlinear BH loops are used. Based on the continuous excitation loss, and rotor cooling is more difficult than
location of excitation sources, each group can be further classified into stator cooling. Hence in real applications, WRSMs are more likely to
several subgroups. EEMs can be divided into wound rotor synchronous compromise the torque density to meet the thermal constrains. Other
machines (WRSMs)with the field windings wound on the rotor teeth, comparisons between WRSMs and PM machines are reported in
DC excited claw-pole machines (DC-CPMs)with field windings circum- [11,12]. To provide sufficient flux intensity, the WRSMs should also
ferentially located on claw-pole rotor, and DC excited variable reluc- employ enough field windings on the rotor. A spoke type of winding is
tance machines (DC-VRMs) with the field windings on the stator. proposed to maximize the copper area [7]. which results in a
HEMs can also be divided into three subgroups, which are the rotor- considerable higher rotor copper losses than the stator copper losses
PM stator-field-winding HEMs (RPM-SFW-HEMs) which have the and reduced efficiency. In [13], various operational envelops and
PMs located on the rotor while the field windings located on the stator, efficiency maps of a WRS machine are calculated and analyzed. It
the rotor-PM rotor-field-winding HEMs (RPM-RFW-HEMs) which shows that the copper and iron losses in the high-speed region are
have both PMs and field windings on the rotor, and the stator-PM much higher than the losses at low speed.
stator-field-winding HEMs (SPM-SFW-HEMs) which have both PMs Besides the high copper loss, reduced efficiency and difficult rotor
and field windings on the stator. MMs can be divided into the AC pulse cooling, the WRSMs also require slip rings or brushes as the excitation
regulated MMs (APR-MMs) in which the PMs are located on the rotor coils are located on the rotor, which will further reduce the machine
and the magnetizing/demagnetizing is achieved by applying AC current efficiency and stability. Therefore, moving field excitation to the stator
pulse, and DC pulse regulated MMs (DPR-MMs) in which the PMs are where cooling can be more effective, and the use of slip rings can be
located on the stator and the magnetizing/demagnetizing is realized by eliminated, is a more reasonable design choice.
applying DC current pulse. The detailed classification of flux-control-
lable machines is shown in Fig. 3. 3.2. DC excited claw-pole machines
3. Electrically excited machines The claw-pole machines are widely used as generators in vehicles.
Generally, DC excited claw-pole machines (DC-CPM) contain three
Although permanent magnet (PM) machines usually have high parts, the claw-pole rotor, the field coil and the stator, as shown in
torque density and high efficiency, they are not always preferable Fig. 4. The magnetic flux produced by the field coils will pass through
the rotor yoke, rotor claw-pole, the air-gap between the rotor and
stator, the stator, then back to the air-gap between the rotor and stator,
the adjacent rotor claw-pole and close at the rotor yoke. The prominent
merits of DC-CPM are the low cost and easy manufacture since the
claw-pole rotors are made by mold, which have great advantage over
the laminated structure when produced in large scale. However, since
the pole shape is not symmetrical along rotor axis, 3-D flux distribution
is produced in the machines which requires 3-D magnetic field analysis
[14,15]. FEMs are more effective due to the special shape of claws, high
saturation and the effects of flux leakage. Different magnetic materials
are investigated to improve the performances of DC-CPMs [16–18].
The results show that using novel soft magnetic composite (SMC)
materials like AFK502 which are more effective in terms of magnetic
loss, permeability and magnetic saturation can reduce the machine
dimensions and improve the power density. As the excitation coils are
circumferentially located on the rotor in DC-CPMs, brushes or slip
Fig. 3. Classification of flux-controllable machines. rings are inevitably needed. The excitation current is also limited due to
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Fig. 4. Configuration of DC-CPM [14]. Fig. 6. Configuration of a novel DFDSM excited by sinusoidal excitation with DC bias
[31].
Fig. 5. The structure and winding connection of 6/4 DFDSM [24]. whereIa is the rms armature current, Ra is the total armature winding
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
factor can be improved and kept constant even if the armature current
density is very high. The torque and power versus speed curves of the
designed motor is plotted in Fig. 9, and the results show that the
designed machine can operate over wide speed and torque range.
DC-FSMs with segment rotors are reported in [45,46], which own
similar torque capability with traditional SRMs but with additional flux
regulating capability. Even rotor poles is regarded as the best choice as
suggested in [46]. DC-FSM with armature windings and field windings
separately wound in double stators is studied as well [47]. It can
achieve larger torque density due to larger slot area and non-over-
lapping windings.
Vernier structures with DC excitations on the stator are also studied
by researchers. One possible configuration is given in Fig. 10. The
magnetic vibration and noise are analyzed in [48]. When high-
temperature superconductor (HTS) is used in the field winding, the
machine performances can be greatly improved [25]. The design
Fig. 7. Configuration and working principle of DC-FSM with toroidal field windings procedure and numerical model of vernier machine with stator DC
[35]. (a). Configuration. (b). Working principle. excitation is presented in [49]. The power factor of stator DC excited
vernier machine is analyzed both theoretically and with finite element
resistance, If is the field current, and Rf is the total field winding analysis (FEA) [50]. Other configurations like axial flux doubly salient
resistance. The results illustrate that as the increasing of the stator machine as shown in Fig. 11 and flux-controllable linear variable
poles, the flux leakage increases, which will reduce the torque density. reluctance machine in Fig. 12 are also reported in literatures [51,52].
Halving the number of stator slots and rotor poles can be an effective Since DC-CPMs have low torque densities and used in limited
method to increase the machine’s torque density. A 12slot-10pole DC- applications, mainly used as generators in vehicles, WRSMs and DC-
FSM is designed for HEVs in [44], the torque and power factor versus VRMs are more popular. Table 1 shows some key design parameters
excitation current density characteristics at various armature current and performance figures of a WRSM and a DC-VRM, which are
densities are plotted in Fig. 8. One can find that the increasing in the investigated in [7]and [44], respectively. We can find that both the
armature current density will increase torque but reduce power factor. WRSMs and the DC-VRMs can be designed with high output torque to
However, with the increasing in excitation current density, the power meet the requirements of electric vehicle propulsion. Since the WRSM
Fig. 8. (Left)Torque versus excitation current density at various armature current densities, (Right)Power factor versus excitation current density at various armature current densities
[44].
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
employs field windings on the rotor, brushes or slip rings are inevitably
needed, which will reduce the reliability. The DC-VRM is brushless and
the rotor only have salient poles, which is robust and can be used in
high speed applications. Moreover, the DC-VRM can be easily cooled
since both the field windings and the armature windings are located on
the stator.
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
tized surface mounted PMs, while the other has a laminated iron pole.
A circumferential field winding is placed in the middle of the stator to
achieve flux regulation. A wide CPSR can be achieved by controlling the
excitation field current without demagnetization risk for the PM pieces.
However, the power density of this machine is reduced since the
additional DC windings reduce the inner diameter of the stator if the
machine outer diameter is kept unchanged. Moreover, the air-gap
associated to the DC winding section will not participate in the energy
conversion process. CPPM machines with axial flux are also reported in
[54,55]. The efficiency maps of a RPM-SFW-HEM as well as a PM
machine and a EEM with the same maximum performance are shown
in Fig. 14 [56]. One can see that the RPM-SFW-HEM can well combine
the advantages of PM machine and EEMs. Compared with EEMs, the
efficiency of RPM-SFW-HEM is dramatically improved, especially in
the most frequently used operating range, while the speed range is also
significantly expanded when compared with PM machines. Some other
HEMs with PMs on the rotor while field coils on the stator are also
studied. Through employing PMs on the rotor of DC excited vernier
machine shown in Fig. 10, a novel hybrid excited vernier machine can
be resulted [57,58]. This machine can easily achieve high output torque
at low speed operation and good flux weakening capability at high
speed operation.
Claw-pole machines with only field coil excitation have already been
discussed in Section 3-B, which is less attractive due to the low torque
density and low efficiency as well as the utilization of brushes or slip
rings. Hybrid excited claw-pole machines can well solve these pro-
blems. The PMs can be either located inside the rotor [59] or inserted
into the air-gaps between adjacent claws [60]. The flux leakage can be
suppressed when the PMs are sandwiched between adjacent claws, and
hence the corresponding loss is reduced. Modeling and optimization
based on 3-D magnetic equivalent circuit are conducted [22,61]. In
[62,63], a hybrid excited claw-pole machine with PMs surface mounted
on the claws is proposed. Two stators are employed with the rotor
sandwiched between them. The surface of each claw pole is separated
into two sections, one for the PMs and the other is a solid iron pole. The
circumferential excitation field winding is located on the inner stator
while the armature windings housed in the outer stator slots. FEA and
experimental results show that a nearly 60% flux control range can be
achieved at no load condition and 55% when the machine operates at Fig. 14. Efficiency maps in torque/speed plane [56].(a) PM machine. (b) EEM. (c) HEM.
full load.
torque pulsations and vibration may be generated due to the space and
time harmonic components. The use of brush or slip-ring will also
4.2. HEMs with both PMs and field coils on the rotor reduce the machine’s reliability. Similar structure is reported in [65],
the rotor pole number can be changed when the direction of DC current
To achieve brushless structures, most HEMs locate the field coils in changes. Another RPM-RFW-HEM is reported in [66], in which the
the stator. Only few HEMs employ both PM excitation and field coils on rotor is divided into two parts, one for excitation coils and the other for
the rotor. Fig. 15 shows the configuration of a RPM-RFW-HEM [64], in PMs. Claw pole HEM with both excitations in the rotor is also studied
which the rotor is employed with both surface mounted PMs and a in [67].
wound field coil. Compared with the aforementioned HEM topologies,
this machine has relatively simple structure. However, undesirable
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
Fig. 16. Configuration of series HEDSMs. (a) Primary topology [68]. (b) HEDSM with magnetic bridges [69]. (c) HEDSM with air bridges [71].
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
Fig. 17. Configuration of parallel HEDSM PMs located between adjacent stator salient regulating range of 4.54 times can be achieved. Other merits like fast
poles [75]. response and low torque ripple after skewing are also observed.
Fig. 18. Configuration of HEFSMs [76]. (a) PM-Top. (b) PM-Bottom. (c) PM-Middle.
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
Fig. 20. Comparison of flux regulating ability among SHEFS, PHEFSM-T and PHEFSM-
E [81].
Table 2
Comparison between RPM-SFW-HEM and SPM-SFW-HEM.
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
Fig. 23. Configurations of hybrid excited APR-MMs. (a) Linear type. (b) Y-type. (c) U-type. (d) V-type. (e) W-type. (f) Halbach type.
5. Memory machines tion current is applied and then removed when flux weakening is
needed, the working point of AlNiCo PM will move along the recoil line
MMs are relatively new machine concepts which were firstly and settle at a lower magnetization level, which means that the
proposed in [83]. The key is to use PMs with both low coercivities magnetization level is memorized. Therefore, for MMs, there is no
and nonlinear hysteresis loops, such as AlNiCo PMs. On the one hand, need to apply continuous excitation current during flux weakening,
the nonlinear demagnetization characteristic ensures the recoil line only current pulse is needed since the magnetization level of AlNiCo
never superpose on the demagnetization curve. Once the demagnetiza- PM will not change if no other magnetizing/demagnetizing current is
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
B = μ rμ0H + B rk , k = 1, 2, 3... (14) To achieve the magnetizing/demagnetizing process more easily, the
DPR-MMs were proposed which use DC current pulse to realize
Line l2: magnetizing/demagnetizing. Fig. 24(a) shows a typical structure of
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Q. Wang, S. Niu Renewable and Sustainable Energy Reviews 68 (2017) 475–491
Fig. 25. Configuration of EEM, HEM and MM. (a) EEM. (b) HEM. (c) MM.
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Using brushes or slip rings also make RPM-RFW-HEMs less popular. and drawbacks of these machines are discussed and compared. The
Therefore, for HEMs, the excitation coils are better to be located in the features of these three types of machines are summarized. This paper
stator to achieve brushless structure. As for the PMs, there exist a would be very useful to an electrical machine engineer to get
compromise between located on the rotor and on the stator. When the comprehensive understandings of flux controllable machines.
PMs are located on the rotor, namely, the RPM-SFW-HEMs, the
resulted HEMs can achieve high torque density and better flux Acknowledgement
regulation since the excitation of PMs and field coils can easily be
designed in parallel. But this kind of HEMs is not suitable for high This work was supported by research grants (Project PolyU5388/
speed operation due to the weak mechanical strength of PMs, or need 13E, and Project152130/14E) of the Research Grants Council in the
some additional mechanical protections to achieve high speed opera- Hong Kong Special Administrative Region, China.
tion. While when the PMs are located on the stator, namely, the SPM-
SFW-HEMs, the rotor is more robust and the machine can be designed References
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