Position and Speed Control Motor Sizing Software Operating Manual
Position and Speed Control Motor Sizing Software Operating Manual
2. Precautions
2.1 Motor Sizing......................................................................................................5
2.2 Others..................................................................................................................5
3. How to use
3.1 Sizing Software Overview...........................................................................6
3.2 Drive Mechanism Selection Screen...............................................................7
3.3 Specification Input Procedure according to the Selected Mechanism
Screw....................................................................................................9
Belt......................................................................................................11
Rack-and-Pinion..................................................................................13
Roll Feed.............................................................................................15
Index Table..........................................................................................17
Arm......................................................................................................19
Manual Calculation..............................................................................21
Moment of Inertia Calculation..............................................................23
Transfer Mechanism Calculation..........................................................24
Moment of Inertia Calculation 1...........................................................26
3.4 Operating Condition Input..........................................................................28
3.5 Motor Selection..........................................................................................30
3.6 Sizing Results………………………………………………………………......32
5. Inquiries.................................................................................................................34
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1. Introduction Items Related to Installation
Personal Computer
* OS: (English edition)
Windows 7 Home Basic/Home Premium/Professional/Ultimate/Enterprise (SP1 or higher)
Windows 8.1 Windows 8.1/Pro/Enterprise (Upgrade)
Windows 10 Home/Pro/Education/Enterprise
* CPU:
To satisfy the operating conditions of OS
* Memory:
32-bit (x86) 1GB or higher
64-bit (x64) 2GB or higher
Display
* Video adapter and monitor having the resolution of 1024×768 (XGA) or more
* 256 colors or higher
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1.2 Software Configuration
When installing this software, by default the following files are copied.
(In the case of Windows10 64bit)
\data Database
Document files
Help file
[Installation Method]
① Save the file (compressed file) download from our website to arbitrary folders.
② Extract the file (compressed file).
③ Double-click "Setup.exe" (the “.exe" name extension may hide depending on the
execution environment) in the decompressed folder, and install the rest according
to directions of an installer.
[Uninstallation method]
Go to "Programs and Features" (for Windows 10) in the Control Panel, and then
execute uninstallation.
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1.4 Start-up Method
Double-click the [CONTROL MOTOR SIZING] icon on the desktop. Or from the
[Start] menu, select and click [Programs] --> [ORIENTAL MOTOR] --> [CONTROL
MOTOR SIZING].
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2. Precautions
2.2 Others
・Intellectual property rights, including this software copyrights are owned by Oriental
Motor Co., Ltd. ("Oriental Motor"), and permission is granted to the User by Oriental
Motor for usage. Intellectual property rights for this software are not transferred to the
User. In addition, the User must comply with precautions in this page.
is a registered trademark or trademark of Oriental Motor Co., Ltd. in
Japan and other countries.
・The User may not copy or modify all or part of this software. In addition, this software
may not be used by a third party such as through granting reuse, sale, lending, leasing,
or assignment.
・Oriental Motor is not responsible for any damage that may occur to the User through
usage of this software. In addition, data extracted from this software does not guarantee
the specifications of Oriental Motor products.
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3. How to use
Start-up of Application
① Drive Mechanism Select a drive mechanism such as a screw, belt, or the like.
Selection (Refer to the section 3.2. for details)
③ Motor Type Selection After selecting a motor type, input conditions such as positioning
Operating Condition distance, positioning time and others.
Input (Refer to the section 3.4. for details)
⑤ Sizing Result
The sizing result is shown. (Refer to the section 3.6. for details)
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3.2 Drive Mechanism Selection Screen
[Screw]
Move to the Motor Sizing - Specification Input Screen for when performing
positioning operations with ball screws, slide screws, or other screw mechanisms.
[Belt]
Move to the Motor Sizing - Specification Input Screen for when performing
positioning operations with timing belts, V belts, or other belt and pulley
mechanisms, and with chain sprocket mechanisms.
[Rack-and-Pinion]
Move to the Motor Sizing - Specification Input Screen for when performing
positioning operations with a rack-and-pinion mechanism.
[Roll Feed]
Move to the Motor Sizing - Specification Input Screen for when performing feed
operations with a roll feed mechanism.
[Index Table]
Move to the Motor Sizing - Specification Input Screen for when performing angle
indexing operations with an index table.
[Arm]
Move to the Motor Sizing - Specification Input Screen for when performing angle
indexing operations with an arm mechanism or a rectangular pillar.
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[Manual Calculation]
Move to the Motor Sizing - Specification Input Screen for when performing
positioning operations with a mechanism other than the above, or for when the load
torque and the moment of load inertia are already determined.
Specify the moment of load inertia, load torque, and travel amount per revolution
using the real value.
[Exit]
Close the application.
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3.3 Specification Input Procedure
Be sure to input the yellow colored items. The following are the values that are input for these items.
[External Force]
Input an external force that is applied to the screw shaft direction.
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[Shaft Diameter]
Input a screw shaft diameter.
[Overall Length]
Input an overall screw length.
[Lead]
Input a screw lead.
[Material]
Select a screw material.
* When a special material screw is used, select [Others] and directly input the numerical value of
density. (Refer to the section 4. List of Constant/General Values)
[Density]
When something other than [Others] is selected for the material, it is input
automatically.
(Refer to the section 4. List of Constant/General Values)
[Efficiency]
Select a screw type.
* To directly specify efficiency, select [Others] and edit the efficiency value.
(Refer to the section 4. List of Constant/General Values)
[Tilt Angle]
Input a tilt angle of the screw. (0∼90deg) ※ Horizontal-drive (0deg), Vertical-drive (90deg)
[Back]
Return to the Drive Mechanism Selection Screen. Values input in items will be
cleared at that time.
[Next]
Move to the Operating Condition Input Screen. If there are missing input items or if an
input value is incorrect, a warning message appears, and you cannot move to the
next screen.
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[Belt Specification Input]
Be sure to input the yellow colored items. The following are the values that are input for these items.
[Transfer Mechanism]
Select Enable or Disable.
Disable: When a motor and a pulley are directly connected.
Enable: When a motor and a pulley are connected such as through a gear or a pulley.
If Enable is selected, press Transfer Mechanism Calculation button to move to the
screen of Transfer Mechanism Calculation.
[External Force]
Input an external force that is applied to the belt direction.
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[Tilt Angle]
Input a tilt angle of the belt. (0∼90deg)
※ Horizontal-drive (0deg), Vertical-drive (90deg)
[Pulley Calculation]
Select from the following.
* Density: Calculates the moment of inertia for the pulley from the density.
* Mass: Calculates from the mass of the moment of inertia for the pulley.
[Diameter]
Input a pulley diameter.
[Width]
Input a pulley width when density is selected for pulley calculation.
[Material]
Select a pulley material when density is selected for pulley calculation.
* When a special material is used, select [Others] and directly input the numerical value of density.
(Refer to the section 4. List of Constant/General Values)
[Density]
Input when density is selected for pulley calculation. When something other than
[Others] is selected for the material, it is input automatically.
(Refer to the section 4. List of Constant/General Values)
[Mass]
Input a mass per pulley when mass is selected for pulley calculation.
[Quantity]
Input the number of pulleys.
[Efficiency]
Input an efficiency.
* Reference Value Timing Belt: 0.9 V Belt: 0.7 Chain: 0.6
(Refer to the section 4. List of Constant/General Values)
[Back]
Return to the Drive Mechanism Selection Screen.
Values input in items will be cleared at that time.
[Next]
Move to the Operating Condition Input Screen. If there are missing input items or if an
input value is incorrect, a warning message appears, and you cannot move to the
next screen.
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[Rack-and-Pinion Specification Input]
Be sure to input the yellow colored items. The following are the values that are input for
[Transfer Mechanism]
Select Enable or Disable.
Disable: When a motor and a pulley-and-pinion part are directly connected.
Enable: When a motor and a pinion part are connected such as through a gear or a pulley.
If Enable is selected, press Transfer Mechanism Calculation button to move to the
screen of Transfer Mechanism Calculation.
[Load Mass]
Input a mass of the load (object in linear motion).
[External Force]
Input an external force that is applied to the rack direction.
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[Sliding Surface Friction Coefficient]
Input a friction coefficient of the sliding surface. Input the numerical value according
to whether there is a guide or the guide type.
* Reference value With guide: 0.05∼0.1 Without guide: 0.1∼0.3
(Refer to the section 4. List of Constant/General Values)
[Tilt Angle]
Input a tilt angle of the rack. (0∼90deg)
※ Horizontal-drive (0deg), Vertical-drive (90deg)
[Pinion Calculation]
Select from the following.
* Density: Calculates the moment of inertia for the pinion from the density.
Mass: Calculates the mass of the moment of inertia for the pinion.
[Diameter]
Input a pinion diameter.
[Width]
Input a pinion width when density is selected for pinion calculation.
[Material]
Select a pinion material when density is selected for pinion calculation.
* When a special material is used, select [Others] and directly input the numerical value of density.
(Refer to the section 4. List of Constant/General Values)
[Density]
Input when density is selected for pinion calculation. When something other than
[Others] is selected for the material, it is input automatically.
(Refer to the section 4. Densities)
[Mass]
Input a mass per pinion when mass is selected for pinion calculation.
[Efficiency]
Input an efficiency.
* Reference value 0.8∼0.9 (Refer to the section 4. List of Constant/General Values)
[Back]
Return to the Drive Mechanism Selection Screen. Values input in items will be
cleared at that time.
[Next]
Move to the Operating Condition Input Screen. If there are missing input items or if an
input value is incorrect, a warning message appears, and you cannot move to the
next screen.
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[Roll Feed Specification Input]
Be sure to input the yellow colored items. The following are the values that are input for these items.
[Transfer Mechanism]
Select Enable or Disable.
Disable: When a motor and a pulley-and-pinion part are directly connected.
Enable: When a motor and a pinion part are connected such as through a gear or a pulley.
If Enable is selected, press Transfer Mechanism Calculation button to move to the
screen of Transfer Mechanism Calculation.
[Load Mass]
Input a mass of the load.
[Tension]
Input a tension on the load.
[Roller Calculation]
Select from the following.
* Density: Calculates the moment of inertia for the roller from the density.
Mass: Calculates from the mass of the moment of inertia for the roller.
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[Diameter]
Input a roller diameter.
[Width]
Input a roller width when density is selected for roller calculation.
[Material]
Select a roller material when density is selected for roller calculation.
* When a special material is used, select [Others] and directly input the numerical value of density.
(Refer to the section 4. List of Constant/General Values)
[Density]
Input when density is selected for roller calculation. When something other than
[Others] is selected for the material, it is input automatically.
(Refer to the section 4. List of Constant/General Values)
[Mass]
Input a mass per roller when mass is selected for roller calculation.
[Pressure]
Input a pressurizing force for when the roller is pressed on the load.
[Quantity]
Input the number of rollers.
[Efficiency]
Input an efficiency.
※ Reference value 0.8∼0.9 (Refer to the section 4. List of Constant/General Values)
[Tilt Angle]
Input a tilt angle of the load. (0∼90deg)
※ Horizontal-drive (0deg), Vertical-drive (90deg)
[Back]
Return to the Drive Mechanism Selection Screen. Values input in items will be
cleared at that time.
[Next]
Move to the Operating Condition Input Screen. If there are missing input items or if an
input value is incorrect, a warning message appears, and you cannot move to the
next screen.
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[Index Table Specification Input]
Be sure to input the yellow colored items. The following are the values that are input for these items.
[Transfer Mechanism]
Select Enable or Disable.
Disable: When a motor and a pulley-and-pinion part are directly connected.
Enable: When a motor and a pinion part are connected such as through a gear or a pulley.
If Enable is selected, press Transfer Mechanism Calculation button to move to the
screen of Transfer Mechanism Calculation.
[Load]
Select Enable or Disable of a load.
If Enable is selected, pressing Moment of Inertia of a Load Calculation button will
move to the screen of Moment of Inertia of a Load Calculation.
[Quantity]
Input the number of loads.
[Distance]
Input a distance from the rotation axis of the table to the center of gravity of the load.
[Table Calculation]
Select from the following.
* Density: Calculates the moment of inertia for the table from the density.
Mass: Calculates from the mass of the moment of inertia for the table.
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[Diameter]
Input a table diameter.
[Thickness]
Input a table thickness when density is selected for table calculation.
[Material]
Select a table material when density is selected for table calculation.
* When a special material is used, select [Others] and directly input the numerical value of density.
(Refer to the section 4. List of Constant/General Values)
[Density]
Input when density is selected for table calculation. When something other than
[Others] is selected for the material, it is input automatically.
(Refer to the section 4. List of Constant/General Values)
[Mass]
Input a table mass when mass is selected for table calculation.
[Back]
Return to the Drive Mechanism Selection Screen. Values input in items will be
cleared at that time.
[Next]
Move to the Operating Condition Input Screen. If there are missing input items or if an
input value is incorrect, a warning message appears, and you cannot move to the
next screen.
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[Arm Specification Input]
Be sure to input the yellow colored items. The following are the values that are input for these items.
[Transfer Mechanism]
Select Enable or Disable.
Disable: When a motor and a pulley are directly connected.
Enable: When a motor and a pulley are connected such as through a gear or a pulley.
If Enable is selected, press Transfer Mechanism Calculation button to move to the
screen of Transfer Mechanism Calculation.
[Calculation Mode]
Select from the following.
* Density: Calculates the moment of inertia for the arm from the density.
Mass: Calculates from the mass of the moment of inertia for the arm.
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[Other Moment of Inertia]
Moment of inertia other than the main mechanism such as a coupling can be
calculated.
Pressing Moment of Inertia Calculation button will move to the screen of Moment of
Inertia Calculation_1.
[Material]
Select an arm material when density is selected for the calculation mode.
* When a special material is used, select [Others] and directly input the numerical value of density.
(Refer to the section 4. List of Constant/General Values)
[Density]
Input when density is selected for the calculation mode. When something other than
[Others] is selected for the material, it is input automatically.
(Refer to the section 4. List of Constant/General Values)
[Mass]
Input an arm mass when mass is selected for the calculation mode.
[Back]
Return to the Drive Mechanism Selection Screen.
Values input in items will be cleared at that time.
[Next]
Move to the Operating Condition Input Screen. If there are missing input items or if an
input value is incorrect, a warning message appears, and you cannot move to the
next screen.
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[Manual Calculation]
Be sure to input the yellow colored items. The following are the values that are input for these items.
[Motor Type]
Select a motor type to be used.
[Calculation Method]
Select from the following.
Travel Amount Specification: Specify a travel amount. The rotation speed is calculated
automatically.
Rotation Speed Specification: Specify a rotation speed. The travel amount is calculated
automatically.
* For brushless motors, only rotation speed can be specified.
[Operation Pattern]
Select either acceleration/deceleration operation or self-start operation
(rectangular operation).
Acceleration/deceleration operation: This is an operation with an acceleration time and
deceleration time.
Self-start operation (rectangular operation): This is an operation without an acceleration time and
deceleration time.
* Self-start operation can be selected when the motor type is of stepping motor.
[Load Torque]
Input a load torque for the primary side.
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[Moment of Load Inertia]
Input a moment of load inertia for the primary side.
[Travel Time]
Input a travel time of the motor.
[Rotation Speed]
Input is available when rotation speed specification is selected for the calculation
method. Input a rotation speed ([r/min] Unit).
[Travel Amount]
Input is available when travel amount specification is selected for the calculation.
Input the actual travel amount ([mm]/[deg] Unit).
[Acceleration Time]
Input an acceleration (deceleration) time of the motor.
The acceleration time and the deceleration time are the same value.
[Stopping Time]
Input is available when servo motor or brushless motor is selected in the motor
type. Input a stopping time of the motor.
[Back]
Return to the Mechanism Specification Input Screen. The input value for each item
is saved.
[Next]
Move to the Motor Selection Screen. If there are missing input items or if an input
value is incorrect, a warning message appears.
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[Moment of Inertia Calculation]
Calculate the moment of inertia for cylinder, hollow cylinder, rectangular pillar, and
linear motion.
This is a screen for only calculating the moment of inertia not the Mechanism
Specification Input.
[Cancel]
Return to the Drive Mechanism Selection Screen.
Values input in items and the calculation result will be cleared at that time.
[Calculation]
Calculate to determine the moment of inertia.
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[Transfer Mechanism Calculation]
[Calculation Method 1]
Select from the following.
* Density: Calculates the moment of inertia for the transfer mechanism part from the density.
Mass: Calculates from the mass of the moment of inertia for the transfer mechanism part.
[Calculation Method 2]
Select from the following.
* Diameter speed reduction: Calculates the reduction ratio by dividing the diameter for the secondary side pulley
by the diameter for the primary side pulley.
Number of teeth speed reduction: Calculates the reduction ratio by dividing the number of teeth for the
secondary side by the number of teeth for the primary side.
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[Primary Side Pulley Mass, Secondary Side Pulley Mass]
Input a mass for the primary side pulley and a mass for the secondary side pulley
when mass is selected for the Calculation Method 1.
[Efficiency]
Input an efficiency.
* Reference value 0.8∼0.9 (Refer to the section 4. List of Constant/General Values)
[Cancel]
Return to the Specification Input Screen.
Values input in items will be cleared at that time.
[Calculation]
Calculate to determine the moment of inertia for the transfer mechanism and the
reduction ratio for the transfer mechanism.
The screen cannot return to the Specification Input Screen with OK button until the
value is determined.
[OK]
Return to the Specification Input Screen.
Values input in items will be saved at that time.
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[Moment of Inertia Calculation_1]
Moment of inertia other than the main mechanism such as a coupling can be
calculated with the value of the primary side.
This screen appears when Moment of Inertia Calculation button is pressed on the
Specification Input Screen for each mechanism.
Up to 5 types of the moment of inertia can be calculated. The moment of inertia 1 to
the moment of inertia 5 are converted to the primary side to be "other moment of
inertia."
[Transfer Mechanism]
Select the primary side or the secondary side.
[Cancel]
Return to the Specification Input Screen.
Values input in items will be cleared at that time.
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[Calculation]
Calculate to determine the moment of inertia for the transfer mechanism and the
reduction ratio for the transfer mechanism.
The screen cannot return to the Specification Input Screen with OK button until the
value is determined.
[OK]
Return to the Specification Input Screen.
Values input in items will be saved at that time.
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3.4 Operating Condition Input
Be sure to input the yellow colored items. The following are the values that are input for
[Motor Type]
Select a motor type to be used.
[Calculation Method]
Select from the following.
Travel Amount Specification: Specify a travel amount. The rotation speed is calculated
automatically.
Rotation Speed Specification: Specify a rotation speed. The travel amount is calculated
automatically.
* For brushless motors, only rotation speed can be specified.
[Operation Pattern]
Select either acceleration/deceleration operation or self-start operation (rectangular
operation).
Acceleration/deceleration operation: This is an operation with an acceleration time and deceleration
time.
Self-start operation (rectangular operation): This is an operation without an acceleration time and
deceleration time.
* Self-start operation can be selected when the motor type is of stepping motor.
[Travel Time]
Input a travel time of the load.
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[Rotation Speed]
Input is available when rotation speed specification is selected for the calculation
method.
Input a rotation speed ([r/min] Unit) of the secondary side axis.
[Travel Amount]
Input is available when travel amount specification is selected for the calculation.
Input the actual travel amount ([mm]/[deg] Unit).
[Acceleration Time]
Input an acceleration time of the motor. The deceleration time is the same value as
the acceleration time.
[Stopping Time]
Input is required when servo motor or brushless motor is selected in the motor type.
Input the motor stopping time when starting and stopping.
[Back]
Return to the Mechanism Specification Input Screen. The input value for each item is
saved.
[Next]
Move to the Motor Selection Screen. If there are missing input items or if an input
value is incorrect, a warning message appears, and you cannot move to the next
screen.
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3.5 Motor Selection
[Driver Type]
Select a driver type.
[Series Name]
Select a series. The series for the motor type selected from the Operating Condition
Input Screen is displayed.
[Gear (backlash)]
Select a geared type. If the geared type is not used, select [No].
[Electromagnetic Brake]
Select with or without an electromagnetic brake.
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[Safety Factor]
Specify a safety factor. It can be set to 1.0 and above, using increments of 0.1.
* Reference: Oriental Motor recommends 2.0 times or higher.
[Motor Search]
Search for a compatible motor from the motors that meet the specified conditions.
This button cannot be pressed if there are insufficient search conditions.
[Back]
Move to the Operating Condition Input Screen. The input values in items will be
saved.
[Next]
Move to the Sizing Results Screen. This is enabled for use after an arbitrary motor is
selected from the motors that meet the conditions.
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3.6 Sizing Results
[Previous Page]
Display the previous Print Screen page. This cannot be used when the first page of
the Print Screen is displayed.
[Next Page]
Display the next Print Screen page. This cannot be used when the last page of the
Print Screen is displayed.
[Save]
Save the sizing results to the computer. At that time, the Customer Information
Input Screen is displayed. If the customer information is not needed, select [OK] to
skip.
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4. Reference Information (List of Constant/General Values)
33
5. Inquiries
For support such as version updates for this software, please visit our company's
Homepage.
* For inquiries related to the operation method or inquiries related to product usage, please
contact our nearest Customer Support Centre.
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