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
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
Chapter 4 · 2
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
Chapter 4 · 3
Three motions, two kinds of load
4.1 · CRANE MOTIONS
Lectures, Fig. 4.1
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 4
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
✓
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
Chapter 4 · 5
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
Chapter 4 · 6
Duty group: a design input, not a label
4.1 · DUTY CLASSIFICATION
Photo: Syced, CC0, Wikimedia Commons
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 7
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
Chapter 4 · 8
Mechanical holding brake plus electrical braking
4.2 · BRAKING
Lectures, Fig. 4.3
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 9
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
✓
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
Chapter 4 · 10
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
Chapter 4 · 11
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
Chapter 4 · 12
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
Chapter 4 · 13
From DC and wound-rotor drives to vector control
4.3 · DRIVE TECHNOLOGIES
Lectures, Fig. 1.5
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 14
Field-oriented control: an AC motor behaving like DC
4.3 · VECTOR CONTROL
Lectures, Fig. 4.6
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 15
The load is a pendulum
4.3 · ANTI-SWAY
Lectures, Fig. 4.7
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 16
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
✓
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
Chapter 4 · 17
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
Chapter 4 · 18
Master–slave and skew control on wide gantries
4.3 · SKEW CONTROL
Lectures, Fig. 4.9
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 19
Knowing the load: protection and productivity
4.3 · LOAD MONITORING
Lectures, Fig. 4.10
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 20
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
Chapter 4 · 21
Power feed and operator controls
4.4 · INTERFACES
Photo: Streetcrane, CC BY-SA 4.0, Wikimedia Commons
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 22
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
Chapter 4 · 23
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
Chapter 4 · 24
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
Chapter 4 · 25
Summary
CHAPTER 4 · SUMMARY
KEY EQUATIONS
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 26
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
Chapter 4 · 27
Image credits
CHAPTER 4 · SOURCES
Electrical Control of Industrial Mechanisms · Prof. Z. TIR — University of El Oued
Chapter 4 · 28