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Automation of Overhead Cranes

CHAPTER 4

Hoist, trolley and bridge: drives, brakes and automation

Electrical Control of Industrial Mechanisms

Master 1, Semester 3 · 2025–2026 · Prof. Z. TIR — University of El Oued

Photo: Methem, Public domain, Wikimedia Commons

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What you will be able to do

CHAPTER 4 · LEARNING OUTCOMES

1

Distinguish the three motions; follow the hoist torque through reeving and gearbox

2

Size a hoist motor, its braking resistor and its holding brakes

3

Explain brake-lift sequencing: torque before brake release

4

Compare legacy DC/thyristor and modern AC vector drives for crane duty

5

Compute and cancel load sway; specify skew, power-feed and operator provisions

Lectures, Fig. 4.1

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Meet the reference crane of the chapter

4.1 · REFERENCE CRANE

Quantity

Value

Remember it as

Rated load

8 t on the hook

a workshop bay crane

Hoisting speed

0.2 m/s full load, 0.6 m/s light

3:1 field weakening

Hoist drive

drum 0.35 m, 4 falls, gearbox 67, η 0.88

116 N·m at 1460 rpm

Hoist power

15.7 kW at the hook

17.8 kW at the motor (18.5 kW)

Trolley

2 t, 0.6 m/s in 3 s, 2 of 4 wheels driven

adhesion limit 0.74 m/s²

!

The same crane is used for the drive, the brakes, the resistor and the load-dependent speed

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Three motions, two kinds of load

4.1 · CRANE MOTIONS

  • Hoist: constant torque, overhauling — four quadrants, never lose the load
  • Trolley and bridge: inertia plus rolling friction, frequent starts and reversals
  • Hoist rated on continuous overhauling torque and zero-speed holding
  • Travel drives rated on peak accelerating torque; limited by wheel adhesion μgφ

Lectures, Fig. 4.1

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Hoist versus travel drive sizing

4.1 · WORKED EXAMPLE

GIVEN

Reference crane. Hoist: 8 t at 0.2 m/s, 4 falls, drum radius 0.35 m, η = 0.88, motor 1460 rpm. Trolley: + 2 t carriage, 0.6 m/s in 3 s, rolling resistance 2 %.

FIND

What sizes each drive; the hoist gear ratio and motor torque

Photo: Syced, CC0, Wikimedia Commons

SOLUTION

  1. Hoist: P = mgv = 15.7 kW; motor P/η ≈ 17.8 kW, continuously, both ways
  2. Rope 4 × 0.2 = 0.8 m/s, drum 2.29 rad/s; kgear ≈ 67; T = 116 N·m
  3. Trolley rolling resistance: 0.02 × 10 000 × 9.81 = 1.96 kN, i.e. 1.18 kW at full speed
  4. Trolley accelerating force: 10 000 × 0.6 / 3 = 2.0 kN, for 3 s per cycle
  5. Trolley at 0.2 m/s² is well inside the 0.74 m/s² adhesion limit

✓

Check. 116 N·m × 152.9 rad/s = 17.8 kW, as from P/η. The trolley peak, (1.96 + 2.0) × 0.6 ≈ 2.4 kW, is a seventh of the hoist's.

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Same capacity, different crane: the load spectrum

4.1 · DUTY CLASSIFICATION

Lectures, Fig. 4.2

→

Damage ∝ (P/Pmax)³: a half load does one eighth of the damage, so the heavy lifts dominate

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Duty group: a design input, not a label

4.1 · DUTY CLASSIFICATION

  • ISO 4301 / FEM groups M1–M8 (CMAA classes A–F)
  • Fixes structure fatigue life, gearbox service factor, rope safety factor
  • Motor rated on cyclic duration factor, typically 40 % CDF over 10 min
  • An M7 hoist may exceed 300 starts per hour: DOL is impossible, an inverter is needed

Photo: Syced, CC0, Wikimedia Commons

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Electrical drive and braking requirements

4.2

Every crane brakes twice: electrically to control the load, mechanically to hold it.

Photo: Williams Sparks, Puget Sound Naval Shipyard (HAER), Public domain, Wikimedia Commons

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Mechanical holding brake plus electrical braking

4.2 · BRAKING

Lectures, Fig. 4.3

  • Spring-applied brake on every motion: holds the load whenever power is absent
  • Electrical braking controls the load during motion
  • Dynamic: chopper and resistor across the DC link; regenerative: active front end
  • Stopping: drive to zero speed first, then brake, then current off

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Braking resistor for an intermittent hoist

4.2 · WORKED EXAMPLE

GIVEN

The 17.8 kW hoist lowers its rated load for 12 s in every 90 s cycle; chopper at Udc = 750 V, rated 40 A

FIND

The resistance and its peak and continuous ratings

SOLUTION

  1. Lowering, losses subtract: Pgen = mgv·η = 15 700 × 0.88 ≈ 13.8 kW
  2. Rmax = 750² / 13 800 ≈ 41 Ω, Rmin = 750/40 = 19 Ω; choose 36 Ω
  3. Peak capability: 750² / 36 ≈ 15.6 kW, covering 13.8 kW with margin
  4. Continuous: 13.8 × 12/90 ≈ 1.8 kW → a 2.5 kW resistor suffices

✓

Check. Energy per cycle 13.8 × 12 ≈ 166 kJ, over 90 s = 1.8 kW; and 36 < 41 Ω, the safe side of Rmax.

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Sizing the holding brake — and why there are two

4.2 · HOLDING BRAKE

Photo: Williams Sparks, Puget Sound Naval Shipyard (HAER), Public domain, Wikimedia Commons

Lectures, Fig. 4.4

→

Tbrake ≥ β·m·g·R·η / (i·k): η multiplies, because the load drives the gearbox. Reference crane, β = 1.5: 135 N·m on the motor shaft

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Brake-lift sequencing: torque before release

4.2 · BRAKE-LIFT SEQUENCING

Lectures, Fig. 4.5

→

Torque proved (0.3 s) → brake released, opens in 0.2 s → motion. Stop: zero speed → brake applied → drive off 0.3 s later

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Automation and control technologies

4.3

DC performance from a cage motor — then stop the swing, keep the gantry square, know the load.

Photo: Syced, CC0, Wikimedia Commons

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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From DC and wound-rotor drives to vector control

4.3 · DRIVE TECHNOLOGIES

  • Hoist needs: full torque at zero speed, smooth low speed, wide constant-power range
  • Legacy: Ward-Leonard, then thyristor converters on DC motors
  • Wound rotor: one resistor step = one curve = one speed, changing with load
  • Today: cage motor + encoder vector drive, often regenerative

Lectures, Fig. 1.5

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Field-oriented control: an AC motor behaving like DC

4.3 · VECTOR CONTROL

Lectures, Fig. 4.6

  • Measured currents are transformed into a frame turning with the rotor flux
  • id sets the flux, like a DC field current
  • iq sets the torque, like a DC armature current
  • The encoder angle keeps the frame aligned: full torque at standstill

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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The load is a pendulum

4.3 · ANTI-SWAY

Lectures, Fig. 4.7

  • Rope length L sets the natural period
  • An uncompensated trolley acceleration excites the swing
  • A ramp lasting exactly one period Tsway leaves no swing
  • Anti-sway shapes the acceleration so the residual swing cancels
  • It is a control problem, not a mechanical one

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Anti-sway pulse timing

4.3 · WORKED EXAMPLE

GIVEN

A load hangs 9 m below the trolley; later the hoist reels in to 4 m

FIND

The timing of a two-pulse input shaper, and what happens when the rope shortens

SOLUTION

  1. Tsway = 2π√(9/9.81) ≈ 6.02 s
  2. Split the acceleration into two equal steps Tsway/2 ≈ 3.0 s apart
  3. The second step launches a swing in antiphase with the first: they cancel
  4. At 4 m the period is 4.01 s: a shaper tuned for 9 m no longer cancels

✓

Check. Tsway ∝ √L: 6.02 × √(4/9) = 4.01 s. Real controllers must track the rope length.

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Input shaping tested in a multibody simulation

4.3 · ANTI-SWAY

Lectures, Fig. 4.8

→

Unshaped: ±40 cm swing for ever (period 6.02 s). Shaped for 9 m: none. Same shaper on a 4 m rope: ±14 cm returns

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Master–slave and skew control on wide gantries

4.3 · SKEW CONTROL

Lectures, Fig. 4.9

  • Two legs, two drives: a small speed difference integrates into a skew
  • Wheel flanges bind: lateral forces several times the tractive effort
  • Each leg measures its own position; one speed reference is trimmed
  • A deliberately slow loop: seconds, not milliseconds

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Knowing the load: protection and productivity

4.3 · LOAD MONITORING

  • Load pin, strain-gauged link, or the vector drive's own torque estimate
  • Graded response: warn at 90 %, block hoisting (not lowering) at 100 %, trip at 110 %
  • Snag and slack-rope detection
  • Light loads hoisted faster: constant power above base speed, v = P/(mg)

Lectures, Fig. 4.10

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Power and control interfaces

4.4

Feeding a machine that moves, and commanding it safely.

Photo: Streetcrane, CC BY-SA 4.0, Wikimedia Commons

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Power feed and operator controls

4.4 · INTERFACES

  • Festoon: cable loops on trolleys — simple, limited speed and length
  • Conductor bars with collector shoes — long runways, heavy industry
  • Pendant or radio remote; maintained-contact emergency stop
  • Dead-man (hold-to-run); radio stops automatically on loss of signal

Photo: Streetcrane, CC BY-SA 4.0, Wikimedia Commons

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Common mistakes with crane drives

WATCH OUT

✗

MYTH

“A hoist drive can be sized from the lifting power alone.”

✓

WHAT IS TRUE

Lowering returns energy to the DC link: without a chopper or active front end sized for it, the bus trips — or the load runs away. Two separate calculations.

✗

MYTH

“The electromechanical brake stops the load.”

✓

WHAT IS TRUE

It holds and acts in emergencies. The drive decelerates; the brake closes only at zero speed. Braking a moving load wears it and is uncontrollable.

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Two more traps

WATCH OUT

✗

MYTH

“Zero-speed torque requires a DC machine.”

✓

WHAT IS TRUE

A closed-loop vector drive with an encoder holds full torque at zero speed on a standard cage motor — which is why AC replaced DC on cranes.

✗

MYTH

“Anti-sway is a mechanical problem.”

✓

WHAT IS TRUE

The swing is excited by the acceleration the drive commands. Shaping that profile suppresses it in the controller, with no mechanical addition.

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Quick check — try before you look

SELF-CHECK 4.1–4.6

4.1

A trolley drives 2 of its 4 wheels on dry rails (μ = 0.15): largest acceleration? Does it depend on the load?

4.2

Why does the efficiency multiply, not divide, the load torque in the holding-brake equation?

4.3

List the brake-lift sequence when starting a hoist. What if the brake is released first?

4.4

A load hangs 6 m below the trolley: sway period, and spacing of a two-pulse shaper?

4.5

The 8 t hoist of Fig. 4.10 lifts 4 t. How fast may it hoist?

4.6

Why are the two brakes of a hoist on opposite sides of the gearbox?

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Summary

CHAPTER 4 · SUMMARY

  • Hoist: overhauling, gravity-dominated, four quadrants; torque divided by reeving and gearbox
  • Trolley and bridge: inertia-dominated, limited by wheel adhesion
  • Duty group (load spectrum, cycles) sets fatigue life and motor thermal basis
  • Brake twice: spring brake to hold, drive (dynamic or regenerative) to control
  • Torque before brake release; brake after zero speed
  • Vector drives plus anti-sway, skew control and load monitoring

KEY EQUATIONS

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Practise this

CHAPTER 4 · NEXT STEPS

TD

Tutorials

Exercises 4.1–4.7: torque chain, duty group, resistor, brakes, sway, drives, load-dependent speed.

TP

Lab works

TP 4 — hoist: brake sequencing, overload and anti-sway on the PLC-200.

?

Before next week

Redo the self-check questions; then read Chapter 5 §5.1 on belt tensions.

Photo: Methem, Public domain, Wikimedia Commons

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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Image credits

CHAPTER 4 · SOURCES

  • Figures and diagrams: Lectures booklet, Electrical Control of Industrial Mechanisms (computed in Python/Simscape or drawn in TikZ from the chapter's own equations).
  • Overhead cranes at Rajaville Jul2008 — Methem, Public domain, Wikimedia Commons, https://commons.wikimedia.org/wiki/File:Overhead_cranes_at_Rajaville_Jul2008.jpg
  • Container cranes in Tokyo Bay — Syced, CC0, Wikimedia Commons, https://commons.wikimedia.org/wiki/File:Container_cranes_in_Tokyo_Bay.jpg
  • View of main hoist wire rope drum and brakes, open contact boards are in view… — Williams Sparks, Puget Sound Naval Shipyard (HAER), Public domain, Wikimedia Commons, https://commons.wikimedia.org/wiki/File:View_of_main_hoist_wire_rope_drum_and_brakes,_open_contact_boards_are_in_view_at_the_far_right_wall_-_Puget_Sound_Naval_Shipyard,_Portal_Gantry_Crane_No._42,_Pier_5,_Farragut_Avenue,_HAER_WA-116-F-8.tif
  • MMD Derby009 — Streetcrane, CC BY-SA 4.0, Wikimedia Commons, https://commons.wikimedia.org/wiki/File:MMD_Derby009.jpg
  • Licence texts: creativecommons.org/licenses (CC BY, CC BY-SA); creativecommons.org/publicdomain/zero/1.0 (CC0). Photos are shown unmodified except for cropping and scaling.

Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued

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