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Interface Webinar Wednesday 
Torque 101 
with Keith Skidmore 
www.interfaceforce.com | 480-948-5555
 Definitions 
 What is a Torque 
Transducer? 
 Rotary vs. Reaction 
 Shaft vs. Flange 
 Couplings 
 Floating vs. Fixed 
 Bearings 
 Accuracy & Resolution 
 Capacity Selection 
 Dual Range 
 RPM Considerations 
 Common Features 
 Torque Applications 
Torque 101 | © 2014 Interface, Inc
 Torque = Force X 
Distance 
 Backlash 
 Couplings 
 Flexible or Rigid 
 Single or Double Flex 
 Bearings 
 Accuracy 
 Resolution 
 Noise 
 Signal to Noise Ratio 
 RPM 
Torque 101 | © 2014 Interface, Inc
 Converts a mechanical input of torque to an electrical output signal 
– where the signal is directly proportional to the torque input 
 Consists of a metal spring element, or flexure – like a load cell 
 Strain gages are bonded to the flexure in a Wheatstone bridge 
configuration 
 Torque applied to the sensor causes bending or shear strain in the 
gaged area, causing the stain gages to change resistance and 
generating an output voltage signal proportional to torque. 
Strain gages go here 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Reaction (static) – measures torque without rotating 
 Normally has a cable attached to it for supplying excitation 
voltage to the strain gage bridge and for output of the mV/V signal 
 Spinning of the sensor is prevented by the attached cable 
 Rotary (dynamic) – rotates as a part of a system 
 Uses slip rings, rotary transformers, rotating electronics, rotating 
digital electronics or radio telemetry to get around the issue of the 
attached cable 
 A reaction sensor is at the heart of every rotary sensor 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Shaft – can either be smooth keyed with keyed shafts 
coming in either single or double keyed versions. 
 Smooth shaft – more uniform introduction of the torque into the 
measuring shaft, ease of assembly and disassembly, zero backlash 
 Keyed shaft – simpler, cost less, can suffer from wear due to 
backlash especially in reciprocating applications 
 Flange – typically shorter than shaft style, have pilots 
on their flange faces as a centering feature 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Convenient mounting with standard 
shaft style coupling 
 Longer installed length than flange style 
 Rotating shaft style sensors typically 
have bearings 
 Smooth or keyed shafts available 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Short install length 
 Better resistance to overhung moments 
 Can be more convenient to mount 
 Can be hollow 
 Bearingless rotary torque sensors tend 
to be flange style 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Should be used for ALL torque installations 
 Insure isolation of torque loads 
 Prevent error and/or damage from extraneous loads 
Torque 101 | © 2014 Interface, Inc
 Single-flex (half) 
 has a single flex point 
 allows only angular misalignment 
 Double-flex (full) 
 has two flex points 
 allows both angular and radial misalignment 
Torque 101 | © 2014 Interface, Inc
Single-flex Disk coupling 
Double-flex Disk coupling 
Spiral-cut single flex coupling 
Torque 101 | © 2014 Interface, Inc
Keyed 
Shrink disk for smooth shafts 
Clamping for smooth shafts 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Combination of over-rpm use & slipping couplings 
Torque 101 | © 2014 Interface, Inc
 Floating Mount Installations 
 sensor is supported only by the drive and load side connections 
(typically single-flex style couplings) 
 a flexible strap keeps the sensor from rotating 
 bearingless sensors are always floating mount 
 Fixed Mount Installation 
 applies only to sensors with bearings 
 involves attaching the sensor housing to a fixed support 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Pros 
 Relatively more misalignment can be tolerated 
 Sensor is protected from radial and thrust load damage 
 Low cost 
 Cons 
 Sensor is unsupported during change of test article 
 More unsupported mass 
 Important that the sensor truly floats – should use spring for 
anti-rotation 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Pros 
 Sensor supported while connecting & disconnecting test article 
 Can be better for high speed – shorter rotating sections 
 Cons 
 Requires more expensive double-flex couplings 
 Relatively less misalignment capability 
 Sensor can be damaged by unsupported masses, radial and 
thrust loads. 
 Bearings or jack-shafts should be used to prevent this 
 Fixed mount sensor is NOT a bearing block 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Sensors – Bearings vs. Bearingless 
 Bearing friction 
 Maintain alignment between the rotating and 
stationary parts of the sensor 
 Bearingless – always floating mount – 
alignment must be maintained 
 Pedestal or Foot Mount sensors MUST NOT 
be used as bearing blocks. 
Torque 101 | © 2014 Interface, Inc
 Usually quoted as a percentage of Capacity 
 A common rating is 0.1% combined error 
 For Example: a 100Nm sensor with 
0.1% combined error – will have +/- 0.1Nm error 
 Other Considerations: 
 Temperature error 
 Noise & resolution 
 Measurement Bandwidth – sample rate 
 There is ALWAYS a compromise between 
Accuracy & Resolution and Safety Factor 
Torque 101 | © 2014 Interface, Inc
Torque 101 | © 2014 Interface, Inc
 Signal types 
 5V, 10V, Frequency, USB, RS485 
 Digital vs. Analog 
 Bit resolution 
 Noise 
Torque 101 | © 2014 Interface, Inc
 Torque sensor capacity MUST accommodate the 
maximum expected torque for the application 
 Overload range is reserved for the occasional accident 
 Calculate average running torque 
 Torque (LB-IN) = [Horsepower] x [63025]/[RPM] 
 Apply appropriate Load and Drive service factors 
 Consider startup and inertia loads 
 Extraneous loading 
Torque 101 | © 2014 Interface, Inc
 Drive Factors 
 Smooth turbine, DC Motor, 3-phase AC motor 
 8-cylinder gas engine, 10-cyclindere diesel, single-phase 
AC motor 
 6-cylinder gas, 8-cylinder diesel, 3-phase VFD 
 4-cylinder gas, 6-cylinder diesel, single-phase VFD 
 <4-cylinder gas, <6-cylinder diesel 
Torque 101 | © 2014 Interface, Inc
 Load Factors 
 Smooth, constant load devices, fans, centrifugal blowers 
 Non-reversing, non-constant load or start/stop devices, 
extruders, hoists, conveyers, mixers 
 High variable shock or light reversing loads, crushers, hammer 
mills, single cylinder reciprocating pumps, vehicle drivelines 
 Heavy to full torque reversals, undamped torsional vibrations, 
single and double acting reciprocating compressors 
 Starting Conditions 
 High inertia load driven by induction motor 
 Soft starts – soft stops 
Peak Torque can be 10 or more times 
the average running torque!!! 
Torque 101 | © 2014 Interface, Inc
 Can seem very attractive but are not a “magic bullet” 
 Excellent choice for certain applications 
 Convenience 
 Less fixture changes 
 More safety factor 
 Compromise 
 Noise - bandwidth 
 Temperature sensitivity 
 Larger fixtures 
Torque 101 | © 2014 Interface, Inc
 Observe maximum rpm limit – 
All sensors have max rating 
 Balancing – for high speed operation 
the entire rotating string must be balanced – 
NOT JUST THE SENSOR 
 Limit may be bearings, balancing or g-forces on 
rotating parts 
Torque 101 | © 2014 Interface, Inc
 Hollow – shaft, electrical or hydraulic pass-through 
 Scalability 
 Selectable outputs 
 Filter levels – Adjustable vs. Fixed 
 High RPM – Model T25 with special bearing design 
Torque 101 | © 2014 Interface, Inc
 Brake Test 
Torque 101 | © 2014 Interface, Inc
 Fuel Pump Optimization 
Torque 101 | © 2014 Interface, Inc
 Engine Supercharger Power Consumption 
Torque 101 | © 2014 Interface, Inc
 Steering Column Test 
Torque 101 | © 2014 Interface, Inc
 SAE Formula Car – Electric Vehicle 
 Characterize electric drive motors 
Torque 101 | © 2014 Interface, Inc
Questions? 
www.interfaceforce.com | 480-948-5555
Thank You! 
www.interfaceforce.com | 480-948-5555

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Torque 101 Webinar - How to Choose a Torque Transducer

  • 1. Interface Webinar Wednesday Torque 101 with Keith Skidmore www.interfaceforce.com | 480-948-5555
  • 2.  Definitions  What is a Torque Transducer?  Rotary vs. Reaction  Shaft vs. Flange  Couplings  Floating vs. Fixed  Bearings  Accuracy & Resolution  Capacity Selection  Dual Range  RPM Considerations  Common Features  Torque Applications Torque 101 | © 2014 Interface, Inc
  • 3.  Torque = Force X Distance  Backlash  Couplings  Flexible or Rigid  Single or Double Flex  Bearings  Accuracy  Resolution  Noise  Signal to Noise Ratio  RPM Torque 101 | © 2014 Interface, Inc
  • 4.  Converts a mechanical input of torque to an electrical output signal – where the signal is directly proportional to the torque input  Consists of a metal spring element, or flexure – like a load cell  Strain gages are bonded to the flexure in a Wheatstone bridge configuration  Torque applied to the sensor causes bending or shear strain in the gaged area, causing the stain gages to change resistance and generating an output voltage signal proportional to torque. Strain gages go here Torque 101 | © 2014 Interface, Inc
  • 5. Torque 101 | © 2014 Interface, Inc
  • 6.  Reaction (static) – measures torque without rotating  Normally has a cable attached to it for supplying excitation voltage to the strain gage bridge and for output of the mV/V signal  Spinning of the sensor is prevented by the attached cable  Rotary (dynamic) – rotates as a part of a system  Uses slip rings, rotary transformers, rotating electronics, rotating digital electronics or radio telemetry to get around the issue of the attached cable  A reaction sensor is at the heart of every rotary sensor Torque 101 | © 2014 Interface, Inc
  • 7. Torque 101 | © 2014 Interface, Inc
  • 8. Torque 101 | © 2014 Interface, Inc
  • 9. Torque 101 | © 2014 Interface, Inc
  • 10. Torque 101 | © 2014 Interface, Inc
  • 11.  Shaft – can either be smooth keyed with keyed shafts coming in either single or double keyed versions.  Smooth shaft – more uniform introduction of the torque into the measuring shaft, ease of assembly and disassembly, zero backlash  Keyed shaft – simpler, cost less, can suffer from wear due to backlash especially in reciprocating applications  Flange – typically shorter than shaft style, have pilots on their flange faces as a centering feature Torque 101 | © 2014 Interface, Inc
  • 12. Torque 101 | © 2014 Interface, Inc
  • 13.  Convenient mounting with standard shaft style coupling  Longer installed length than flange style  Rotating shaft style sensors typically have bearings  Smooth or keyed shafts available Torque 101 | © 2014 Interface, Inc
  • 14. Torque 101 | © 2014 Interface, Inc
  • 15.  Short install length  Better resistance to overhung moments  Can be more convenient to mount  Can be hollow  Bearingless rotary torque sensors tend to be flange style Torque 101 | © 2014 Interface, Inc
  • 16. Torque 101 | © 2014 Interface, Inc
  • 17.  Should be used for ALL torque installations  Insure isolation of torque loads  Prevent error and/or damage from extraneous loads Torque 101 | © 2014 Interface, Inc
  • 18.  Single-flex (half)  has a single flex point  allows only angular misalignment  Double-flex (full)  has two flex points  allows both angular and radial misalignment Torque 101 | © 2014 Interface, Inc
  • 19. Single-flex Disk coupling Double-flex Disk coupling Spiral-cut single flex coupling Torque 101 | © 2014 Interface, Inc
  • 20. Keyed Shrink disk for smooth shafts Clamping for smooth shafts Torque 101 | © 2014 Interface, Inc
  • 21. Torque 101 | © 2014 Interface, Inc
  • 22. Torque 101 | © 2014 Interface, Inc
  • 23.  Combination of over-rpm use & slipping couplings Torque 101 | © 2014 Interface, Inc
  • 24.  Floating Mount Installations  sensor is supported only by the drive and load side connections (typically single-flex style couplings)  a flexible strap keeps the sensor from rotating  bearingless sensors are always floating mount  Fixed Mount Installation  applies only to sensors with bearings  involves attaching the sensor housing to a fixed support Torque 101 | © 2014 Interface, Inc
  • 25. Torque 101 | © 2014 Interface, Inc
  • 26.  Pros  Relatively more misalignment can be tolerated  Sensor is protected from radial and thrust load damage  Low cost  Cons  Sensor is unsupported during change of test article  More unsupported mass  Important that the sensor truly floats – should use spring for anti-rotation Torque 101 | © 2014 Interface, Inc
  • 27. Torque 101 | © 2014 Interface, Inc
  • 28.  Pros  Sensor supported while connecting & disconnecting test article  Can be better for high speed – shorter rotating sections  Cons  Requires more expensive double-flex couplings  Relatively less misalignment capability  Sensor can be damaged by unsupported masses, radial and thrust loads.  Bearings or jack-shafts should be used to prevent this  Fixed mount sensor is NOT a bearing block Torque 101 | © 2014 Interface, Inc
  • 29. Torque 101 | © 2014 Interface, Inc
  • 30.  Sensors – Bearings vs. Bearingless  Bearing friction  Maintain alignment between the rotating and stationary parts of the sensor  Bearingless – always floating mount – alignment must be maintained  Pedestal or Foot Mount sensors MUST NOT be used as bearing blocks. Torque 101 | © 2014 Interface, Inc
  • 31.  Usually quoted as a percentage of Capacity  A common rating is 0.1% combined error  For Example: a 100Nm sensor with 0.1% combined error – will have +/- 0.1Nm error  Other Considerations:  Temperature error  Noise & resolution  Measurement Bandwidth – sample rate  There is ALWAYS a compromise between Accuracy & Resolution and Safety Factor Torque 101 | © 2014 Interface, Inc
  • 32. Torque 101 | © 2014 Interface, Inc
  • 33.  Signal types  5V, 10V, Frequency, USB, RS485  Digital vs. Analog  Bit resolution  Noise Torque 101 | © 2014 Interface, Inc
  • 34.  Torque sensor capacity MUST accommodate the maximum expected torque for the application  Overload range is reserved for the occasional accident  Calculate average running torque  Torque (LB-IN) = [Horsepower] x [63025]/[RPM]  Apply appropriate Load and Drive service factors  Consider startup and inertia loads  Extraneous loading Torque 101 | © 2014 Interface, Inc
  • 35.  Drive Factors  Smooth turbine, DC Motor, 3-phase AC motor  8-cylinder gas engine, 10-cyclindere diesel, single-phase AC motor  6-cylinder gas, 8-cylinder diesel, 3-phase VFD  4-cylinder gas, 6-cylinder diesel, single-phase VFD  <4-cylinder gas, <6-cylinder diesel Torque 101 | © 2014 Interface, Inc
  • 36.  Load Factors  Smooth, constant load devices, fans, centrifugal blowers  Non-reversing, non-constant load or start/stop devices, extruders, hoists, conveyers, mixers  High variable shock or light reversing loads, crushers, hammer mills, single cylinder reciprocating pumps, vehicle drivelines  Heavy to full torque reversals, undamped torsional vibrations, single and double acting reciprocating compressors  Starting Conditions  High inertia load driven by induction motor  Soft starts – soft stops Peak Torque can be 10 or more times the average running torque!!! Torque 101 | © 2014 Interface, Inc
  • 37.  Can seem very attractive but are not a “magic bullet”  Excellent choice for certain applications  Convenience  Less fixture changes  More safety factor  Compromise  Noise - bandwidth  Temperature sensitivity  Larger fixtures Torque 101 | © 2014 Interface, Inc
  • 38.  Observe maximum rpm limit – All sensors have max rating  Balancing – for high speed operation the entire rotating string must be balanced – NOT JUST THE SENSOR  Limit may be bearings, balancing or g-forces on rotating parts Torque 101 | © 2014 Interface, Inc
  • 39.  Hollow – shaft, electrical or hydraulic pass-through  Scalability  Selectable outputs  Filter levels – Adjustable vs. Fixed  High RPM – Model T25 with special bearing design Torque 101 | © 2014 Interface, Inc
  • 40.  Brake Test Torque 101 | © 2014 Interface, Inc
  • 41.  Fuel Pump Optimization Torque 101 | © 2014 Interface, Inc
  • 42.  Engine Supercharger Power Consumption Torque 101 | © 2014 Interface, Inc
  • 43.  Steering Column Test Torque 101 | © 2014 Interface, Inc
  • 44.  SAE Formula Car – Electric Vehicle  Characterize electric drive motors Torque 101 | © 2014 Interface, Inc