Fortescue - Method-of-Symmetrical-Co-Ordinates-Applied-to-the-Solution-of-Polyphase-Networks.pdf

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Presented at the 34th Annual Convention of
the American Institute of Electrical Engineers,
Atlantic City, N. J., June 28, 1918.
Copyright 1918. By A. I. E. E.
METHOD OF SYMMETRICAL CO-ORDINATES APPLIED
TO THE SOLUTION OF POLYPHASE NETWORKS
BY C. L. FORTESCUE
ABSTRACT OF PAPER
In the introduction a general discussion of unsymmetrical
systems of co-planar vectors leads to the conclusion that they
may be represented by symmetrical systems of the same number
of vectors, the number of symmetrical systems required to define
the given system being equal to its degrees of freedom. A few
trigonometrical theorems which are to be used in the paper are
called to mind. The paper is subdivided into three parts, an
abstract of which follows. It is recommended that only that
part of Part I up to formula (33) and the portion dealing with
star-delta transformations be read before proceeding with Part II.
Part I deals with the resolution of unsymmetrical groups of
numbers into symmetrical groups. These numbers may repre-
sent rotating vectors of systems of operators. A new operator
termed the sequence operator is introduced which simplifies the
manipulation. Formulas are derived for three-phase circuits.
Star-delta transformations for symmetrical co-ordinates are given
and expressions for power deduced. A short discussion of har-
monics in three-phase systems is given.
Part II deals with the practical application of this method to
symmetrical rotating machines operating on unsymmetrical
circuits. General formulas are derived and such special cases,
as the single-phase induction motor, synchronous motor-genera-
tor, phase converters of various types, are discussed.
INTRODUCTION
IN THE latter part of 1913 the writer had occasion to investi-
gate mathematically the operation of induction motors under
unbalanced conditions. The work was first carried out, having
particularly in mind the determination of the operating char-
acteristics of phase converters which may be considered as a
particular case of unbalanced motor operation, but the scope
of the subject broadened out very quickly and the writer under-
took this paper in the belief that the subject would be of interest
to many.
The most striking thing about the results obtained was their
symmetry; the solution always reduced to the sum of two or
more symmetrical solutions. The writer was then led to in-
quire if there were no general principles by which the solution
of unbalanced polyphase systems could be reduced to the solu-
1027
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1028 FORTESCUE: SYMMETRICAL CO-ORDINATES [June28
tion of two or more balanced cases. The present paper is an
endeavor to present a general method of solving polyphase
network which has peculiar advantages when applied to the
type of polyphase networks which include rotating machines.
In physical investigations success depends often on a happy
choice of co-ordinates. An electrical network being a dynamic
system should also be aided by the selection of a suitable system
of co-ordinates. The co-ordinates of a system are quantities
which when given, completely define the system. Thus a system
of three co-planar concurrent vectors are defined when their
magnitude and their angular position with respect to some fixed
direction are given. Such a system may be said to have six
degrees of freedom, for each vector may vary in magnitude and
phase position without regard to the others. If, however, we
impose the condition that the vector sum of these vectors shall
be zero, we find that with the direction of one vector given,
the other two vectors are completely defined when their magni-
tude alone is given, the system has therefore lost two degrees
of freedom by imposing the above condition which in dynamical
theory is termed a "constraint". If we impose a further con-
dition that the vectors be symmetrically disposed about their
common origin this system will now have but two degrees of
freedom.
It is evident from the above definition that a system of n
coplanar concurrent vectors may have 2 n degrees of freedom and
that a system of n symmetrically spaced vectors of equal mag-
nitude has but two degrees of freedom. It should be possible
then by a simple transformation to define the system of n
arbitrary congruent vectors by n other systems of concurrent
vectors which are symmetrical and have a common point. The
n symmetr cal systems so obtained are the symmetrical co-
ordinates of the given system of vectors and completely define
it. This method of representing polyphase systems has been
employed in the past to a limited extent, but up to the present
time there has been as far as the author is aware no systematic
presentation of the method. The writer hopes by this paper to
interest others in the application of the method, which will be
found to be a valuable instrument for the solution of certain
classes of polyphase networks.
In dealing with alternating currents in this paper, use is
made of the complex variable which in its most general form
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19181 FORTESCUE: SYMMETRICAL CO-ORDINA TES 1029
may be represented as a vector of variable length rotating about
a given point at variable angular velocity or better as the re-
sultant of a number of vectors each of constant length rotating
at different angular velocities in the same direction about a
given point. This vector is represented in the text by I, E,
etc., and the conjugate vector which rotates at the same speed
in the opposite direction is represented by f, E, etc. The effec-
tive value of the vector is represented by the symbol without
the distinguishing mark asI, E, etc. The impedances Za, Zb,
Zab, etc., are generalized expressions for the self and mutual
impedances. For a circuit A the self-impedance operator will
be denoted by Zaa or Za In the case of two circuits A and B
the self impedance operators would be Zaa Zbb and the mutual
impedance operator Zab. The subletters denote the circuits to
which the operators apply. These operators are generally
d
2 t+ 2
P
(A + j B) E PI represents a vector of length VA2 + B2 rotating
in the positive direction with angular velocity p while (A - j B)
E-i P is the conjugate vector rotating at the same angular
velocity in the opposite direction. Since E1 PI is equal to
cos pt+j sin Pt, the positively rotating vector E = (A +j B) ei t
will be
functions of the operator, D = dt and the characteristics of
the circuit; these characteristics are constants only when there
is no physical motion. It will therefore be necessary to care-
fully distinguish between Za 7a and Ia Za when Za has the form
of a differential operator. In the first case a differential opera-
tion is carried out on the time variable Ta in the second case the
differential operator is merely multiplied by Ia.
The most general expression for a simple harmonic quantity
e is e = A cos pt - B sin pt
in exponential form this becomes
A +jBEJPI+ A-j B>j
e-
A = A cos pt - B sin pt + j (A sin pt + B cos pt)
or the real part of E which is its projection on a given axis is
equal to e and therefore A may be taken to represent e in phase
and magnitude. It should be noted that the conjugate vector
.l is equally available, but it is not so convenient since the
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1030 FORTESCUE: SYMMETRICAL CO-ORDINA TES [June 28
operation dt e. Pt gives - j p e-i Pt and the imaginary part
of the impedance operator will have a negative sign.
The complex roots of unity will be referred to from time to
time in the paper. Thus the complete solution of the equation
x -1 = 0 requires n different values of x, only one of which
is real when n is an odd integer. To obtain the other roots we
have the relation
1 = cos 2 r r + j sin 2 ir r
- 2 -r r
Where r is any integer. We have therefore
1 .2irr
n = X
and by giving successive integral values to r from 1 to n, all
the n roots of xn - 1 = 0 are obtained namely,
a, = = cos s+ s 2n
n
2
n
4irn 4T .
a2 = = CoS +j sin n
6w 6 wr
a3=E = cos +±j sin
n
1
= EC2J = 1
It will be observed that a2 a3.... a, are respectively equal to
a,2 a,3 ... a,(. -l)
When there is relative motion between the different parts
of a circuit as for example in rotating machinery, the mutual
inductances enter into the equation as time variables and when
the motion is angular the quantities eJwt and e - jwt will appear
in the operators. In this case we do not reject the portion of
the operator having e-iwt as a factor, because the equations
require that each vector shall be operated on by the operator
as a whole which when it takes the form of a harmonic time
function will contain terms with Ejwt and e--jw in conjugate
relation. In some cases as a result of this, solutions will appear
with indices of e which are negative time variables; in such
cases in the final statement the vectors with negative index
should be replaced by their conjugates which rotate in the
positive direction.
n -. 2r
4w 4w
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1918] FORTESCUE: SYMMETRICAL CO-ORDINATES 1031
This paper is subdivided as follows:
Part I.-"The Method of Symmetrical Co-ordinates." Deals
with the theory of the method, and its application to simple
polyphase circuits.
Part II.-Application to Symmetrical Machines on Unbal-
anced Polyphase Circuits. Takes up Induction Motors, Gener-
ator and Synchronous Motor, Phase Balancers and Phase
Convertors.
Part III. Application to Machines having Unsymmetrical
Windings.
In the Appendix the mathematical representation of field
forms and the derivation of the constants of different forms of
networks is taken up.
The portions of Part I dealing with unsymmetrical windings
are not required for the applications taken up in Part II and
may be deferred to a later reading. The greater part of Part I
is taken up in deriving formulas for special cases from the
general formulas (30) and (33), and the reading of the text fol-
lowing these equations may be confined to the special cases of
immediate interest.
I wish to express my appreciation of the valuable help and
suggestions that have been given me in the preparation of this
paper by Prof. Karapetoff who suggested that the subject be
presented in a mathematical paper and by Dr. J. Slepian to
whom I am indebted for the idea of sequence operators and by
others who have been interested in the paper.
PART I
Method of Symmetrical Generalized Co-ordinates
RESOLUTION OF UNBALANCED SYSTEMS OF VECTORS AND
OPERATORS
The complex time function A may be used instead of the har-
monic time function e in any equation algebraic or differential
in which it appears linearly. The reason of this is because if
any linear operation is performed on A the same operation per-
formed on its conjugate A will give a result which is conjugate
to that obtained from A, and the sum of the two results obtained
is a solution of the same operation performed on A + X, or 2 e.
It is customary to interpret A and A: as coplanar vectors,
rotating about a common point and e as the projection of either
vector on a given line, A being a positively rotating vector and*
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