1) KNOW THE LOAD CHARACTERISTICS
For line-operated motors, loads fall into three general categories: constant torque, torque that changes abruptly, and torque that change gradually over time.
Bulk material conveyors, extruders, positive displacement pumps, and compressors without air unloaders run at relatively steady levels of torque. Sizing a motor for these applications is simple once the torque (or horsepower) for the application is known. Load demands by elevators, compactors, punch presses, saws, and batch conveyors change abruptly from low to high in a short time, often in a fraction of a second. The most critical consideration for selecting a motor in these cases is to choose one whose speed-torque curve exceeds the load torque curve.
Loads from centrifugal pumps, fans, blowers, compressors with unloaders, and similar equipment tend to be variable over time. In choosing a motor for these conditions, consider the highest continuous load point, which typically occurs at the highest speed.
2) GET A HANDLE ON HORSEPOWER
The rule of thumb for motor horsepower is: Select only what you need, and avoid the temptation to oversize or undersize. Calculate the required horsepower from this formula:
Horsepower = Torque x Speed / 5250
Where torque is in lb-ft and speed is in rpm.
3) GETTING STARTED
Another consideration is inertia, particularly during startup. Every load represents some value of inertia, but punch presses, ball mills, crushers, gearboxes that drive large rolls, and certain types of pumps require high starting torques due to the huge mass of the rotating elements. Motors for these applications need to have special ratings so that the temperature rise at startup does not exceed the allowable temperature limit. A properly sized motor must be able to turn the load from a dead stop (locked-rotor torque), pull it upto operating speed (pull-up torque), and then maintain the operating speed. Motors are rated as one of four “design types” for their ability to endure the heat of that starting and pull up. In ascending order of their ability to start inertial loads, NEMA designates these as design type A, B, C, and D. Type B is the industry standard and is a good choice for most commercial and industrial applications.
4) ADJUST FOR DUTY CYCLE
Duty cycle is the load that a motor must handle over the period when it starts, runs, and stops.
5) THE LAST CONSIDERATION, MOTOR HYPOXIA
If your motor is going to operate at altitudes that are substantially above sea level, then it will be unable to operate at its full service factor because, at altitude, air is less dense and does not cool as well. Thus, for the motor to stay within safe limits of temperature rise, it must be derated on a sliding scale. Up to an altitude of 3,300 ft, SF = 1.15; at 9000 ft, it declines to 1.00. This is an important consideration for mining elevators, conveyors, blowers, and other equipment that operates at high altitudes.