Refrigeration And Air Conditioning  ·  Level 5
Electrical Principles
Chapter 3: Use of basic electrical machine
📚 5 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • Identify different types of single-phase electrical machines needed for your work.
  • Correctly select and use DC machines for various tasks.
  • Safely operate AC single-phase motors and generators by following Standard Operating Procedures (SOPs).
  • Identify and use transformers properly based on the requirements of the job.
  • Apply both AC and DC machines appropriately according to the specific task at hand.

Mastering these skills will help you work confidently and safely with electrical machines, making you a valuable professional in the electrical trade.

Electrical machines are fundamental components in refrigeration and air conditioning systems, enabling mechanical work from electrical energy or vice versa. Understanding the types and operation of single-phase electrical machines is essential for technicians working in Kenya’s HVAC industry, where reliable and efficient equipment is critical for maintaining cold storage, air handling, and climate control in commercial and institutional settings. This chapter introduces single-phase electrical machines, focusing on their types, construction, and application within refrigeration and air conditioning systems commonly used in hospitals, hotels, and manufacturing plants across Kenya.

3.1 Types of Single-Phase Electrical Machines

Single-phase electrical machines are widely used in refrigeration and air conditioning equipment, particularly where three-phase power supply is not available or practical, such as in small-scale commercial buildings and rural installations. These machines convert electrical energy into mechanical energy, driving compressors, fans, and pumps essential for system operation. Familiarity with the types of single-phase machines allows technicians to select, maintain, and troubleshoot equipment effectively, ensuring optimal performance and energy efficiency.

3.1.1 Construction and Working Principle of Single-Phase Induction Motors

Single-phase induction motors are the most common type of electrical machines found in refrigeration and air conditioning systems, powering components like condenser fans and evaporator blowers. Their simple design and robustness make them suitable for a wide range of applications, especially in Kenya’s urban and peri-urban areas where single-phase power supply predominates.

Construction

The construction of a single-phase induction motor includes two main parts: the stator and the rotor. The stator consists of laminated iron cores with windings connected to the single-phase AC supply, creating a pulsating magnetic field. The rotor, typically squirrel-cage type, is free to rotate within the stator’s magnetic field. The absence of a rotating magnetic field in single-phase motors necessitates additional mechanisms to start the motor.

Working Principle

The motor operates on the principle of electromagnetic induction, where the AC supply generates a magnetic field in the stator that induces current in the rotor, producing torque. However, the single-phase supply creates a pulsating rather than rotating magnetic field, which alone cannot start the rotor turning. To overcome this, auxiliary starting means such as starting windings or capacitors are incorporated.

Starting Mechanisms

  • Starting winding: A secondary winding displaced spatially from the main winding to create a phase difference and produce a rotating magnetic field at startup.
  • Capacitor start: A capacitor connected in series with the starting winding improves the phase shift, providing higher starting torque.
  • Split-phase motor: Uses different resistance values in the start and run windings to create the phase difference needed for starting.

Application in Refrigeration and Air Conditioning

At a retail cold storage facility, single-phase induction motors drive evaporator fans that circulate cold air uniformly. The motor’s reliability and ease of maintenance ensure minimal downtime, critical for preserving perishable goods.

3.1.2 Split-Phase Single-Phase Induction Motors: Design and Operation

Split-phase motors are a subtype of single-phase induction motors widely used in small refrigeration compressors and air handling units due to their moderate starting torque and simple design.

Design Features

Split-phase motors have two stator windings: the main (run) winding and the starting winding. These windings are placed 90 electrical degrees apart to create a phase difference. The starting winding has a higher resistance and lower inductance compared to the run winding, which causes the current in the start winding to lead the current in the run winding, generating a weak rotating magnetic field.

Operation

When the motor starts, both windings are energized. The phase difference between the two currents generates a starting torque that rotates the rotor. Once the motor reaches about 70-80% of its rated speed, a centrifugal switch or relay disconnects the starting winding to improve efficiency and prevent overheating.

Advantages and Limitations

  • Advantages: Simple construction, low cost, and ease of repair make split-phase motors popular in small air conditioning units.
  • Limitations: Low starting torque restricts their use to light-load applications; not suitable for heavy compressors.

Example

In a small hotel’s air conditioning system in Mombasa, split-phase motors are commonly used to drive condenser fans, where the load is light and the supply is single-phase.

3.1.3 Capacitor-Start and Capacitor-Run Single-Phase Motors: Characteristics and Use

Capacitor motors provide better starting torque and running efficiency than split-phase motors, making them ideal for refrigeration compressors and larger air conditioning fans in both urban and rural Kenyan settings.

Capacitor-Start Motors

These motors include a capacitor in series with the starting winding, creating a larger phase shift between the start and run windings. This results in higher starting torque, which is essential for starting heavy loads such as refrigeration compressors. The capacitor is disconnected by a centrifugal switch once the motor reaches running speed.

Capacitor-Run Motors

In contrast, capacitor-run motors keep the capacitor in the circuit during both start and run conditions. This improves running efficiency and power factor, reduces noise, and provides smoother operation. They are preferred in continuous duty applications like air handling units in hospitals.

Combined Capacitor-Start and Capacitor-Run Motors

Some motors combine both features, using a start capacitor for high starting torque and a run capacitor to maintain efficiency during operation. This type is commonly found in commercial refrigeration systems requiring reliable and energy-efficient motor operation.

Example

At a county hospital’s central refrigeration plant, capacitor-start motors power the main compressors, ensuring reliable start-up under heavy load conditions and efficient running performance.

3.1.4 Universal Motors and Their Application in Refrigeration and Air Conditioning

Universal motors are series-wound machines that can operate on both AC and DC supplies. Their high speed and compact size make them suitable for small fans and portable refrigeration units, although their use is less common in fixed HVAC installations.

Construction and Operation

Universal motors consist of a stator and rotor with series-connected windings. The magnetic fields of the stator and rotor interact to produce torque. Because the current direction reverses simultaneously in both windings on AC supply, the motor maintains unidirectional torque, allowing it to operate efficiently on AC or DC.

Advantages

  • Capable of very high speeds, useful for small blower fans.
  • Compact and lightweight, making them suitable for portable equipment.
  • High starting torque facilitates rapid acceleration.

Disadvantages

  • Noisy operation due to brushes and commutator.
  • High maintenance requirements compared to induction motors.
  • Shorter lifespan in continuous operation environments.

Application in Refrigeration and Air Conditioning

Universal motors are found in portable refrigeration units used by field technicians or in small evaporator fan motors in certain compact air conditioning units within retail shops.

Practice Questions

  1. Describe the working principle of a single-phase induction motor and explain why starting mechanisms are necessary. (10 marks)
  2. List and explain five design features of split-phase motors that make them suitable for light-load refrigeration applications. (10 marks)
  3. Compare capacitor-start and capacitor-run single-phase motors in terms of starting torque and running efficiency. Provide examples of their use in Kenyan refrigeration systems. (15 marks)
  4. Explain the construction and operational characteristics of universal motors and discuss their advantages and disadvantages in air conditioning equipment. (15 marks)
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🔒3.2 DC Machines

Direct current (DC) machines are fundamental in refrigeration and air conditioning systems, especially for controlling motors that require precise speed and torque adjustments. In Kenya, technicians working in commercial refrigeration units, hospital cold stor…

🔒3.3 AC Single Phase Motors and Generators

In refrigeration and air conditioning systems deployed across Kenya, AC single phase motors and generators play a vital role in powering compressors, fans, and auxiliary equipment. These electrical machines convert electrical energy into mechanical energy or v…

🔒3.4 Transformers

Transformers are critical electrical machines widely used in refrigeration and air conditioning systems to step up or step down voltage levels for efficient power distribution. In Kenya, refrigeration technicians often encounter transformers within commercial…

🔒3.5 Application of AC and DC Machines

In refrigeration and air conditioning systems, both alternating current (AC) and direct current (DC) electrical machines play critical roles. Understanding their applications in this sector is essential for Kenyan refrigeration technicians and engineers to ens…

Chapter Summary

This chapter explored the fundamental types of single-phase electrical machines, highlighting their construction and operational principles. It examined DC machines, focusing on their role as both motors and generators, and the characteristics that make them suitable for specific applications. The discussion then shifted to AC single-phase motors and generators, explaining their working mechanisms and typical uses in various electrical systems. Transformers were analyzed in detail, emphasizing their function in voltage transformation and electrical energy distribution. The chapter concluded by illustrating practical applications of both AC and DC machines across different sectors, demonstrating how their unique properties are harnessed to meet diverse industrial and commercial needs.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. Identify four common types of single-phase electrical machines used in refrigeration and air conditioning systems. (4 marks)
  2. Explain the working principle of a DC motor and its relevance in refrigeration compressors. (3 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Describe the main types of single-phase electrical machines commonly used in refrigeration and air conditioning systems in Kenya (4 marks)
  2. Explain how a DC motor operates and its typical use in refrigeration compressors (4 marks)
🔒18 more in this section.

Chapter Practical Activities

Practical 1: Identification and Classification of Single-Phase Electrical Machines

Refrigeration And Air Conditioning · Level 5
Electrical Principles
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Identify and classify four types of single-phase electrical machines and prepare a summary report of their characteristics including operational principles and typical applications.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Digital multimeterSingle-phase induction motor (capacitor start)
Phase testerSingle-phase shaded pole motor
Insulation resistance tester (Megger)Single-phase universal motor
Screwdrivers (flat and Phillips)Single-phase synchronous motor
Insulated pliersNote book and pen
Identification tags and markers
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Single-phase induction motor (capacitor start)1 Pc per Candidate
2Single-phase shaded pole motor1 Pc per Candidate
3Single-phase universal motor1 Pc per Candidate
4Single-phase synchronous motor1 Pc per Candidate
5Digital multimeter1 Pc per Candidate
6Phase tester1 Pc per Candidate
7Insulation resistance tester (Megger)1 Pc per Candidate
8Screwdrivers (flat and Phillips)1 set per Candidate
9Insulated pliers1 Pc per Candidate
10Safety gloves (electrical rated)1 pair per Candidate
11Safety boots1 pair per Candidate
12Safety goggles1 Pc per Candidate
13Dust coat/overall1 Pc per Candidate
14Work bench1 Pc per Candidate
15Identification tags and markers1 set per Candidate
16Note book and pen1 set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Safety and Preparation
Wore appropriate PPE including dust coat, safety boots, gloves, and goggles
(Award 1 mark for wearing all PPE correctly or zero)
1
Prepared work area and ensured all tools and machines were available and properly arranged
(Award 1 mark for proper setup or zero)
1
Sub-Total2
TASK 2: Identification of Electrical Machines
Physically inspected each single-phase machine for nameplate data and construction features
(Award 1 mark for each correctly inspected machine or zero)
2
Used digital multimeter and phase tester to verify winding continuity and phase presence
(Award 1 mark for each correct test or zero)
2
Performed insulation resistance test on each machine using Megger
(Award 1 mark for each correct test or zero)
2
Sub-Total6
TASK 3: Classification and Reporting
Classified each machine correctly as capacitor start, shaded pole, universal, or synchronous motor
(Award 1 mark for each correct classification or zero)
3
Explained operational characteristics and typical applications for each machine
(Award 1 mark for each explanation or zero)
3
Prepared a clear and concise report summarizing identification, classification, and characteristics
(Award up to 4 marks based on clarity, completeness, and accuracy)
4
Sub-Total10
PRODUCT CHECKLIST
Report includes correct identification and classification of four single-phase machines
(Award 1 mark per correctly identified and classified machine or zero)
4
Report contains accurate descriptions of operational principles and typical applications
(Award 4 marks for accuracy and completeness or zero)
4
Sub-Total8
GRAND TOTAL26
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Assemble and Test a 300W DC Motor 150mm Length

Refrigeration And Air Conditioning · Level 5
Electrical Principles
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Assemble a 300W DC motor 150mm length and test its basic operation.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Screwdrivers (flat and Phillips)DC motor stator core
Allen keys setArmature with commutator
PliersBrush holder assembly with carbon brushes
Wire brushEnd shields (front and rear)
MultimeterShaft with key
Bearing set
Machine screws and nuts (M5 x 20mm)
Insulation tape
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1DC motor stator core1 Pc per Candidate
2Armature with commutator1 Pc per Candidate
3Brush holder assembly with carbon brushes1 Pc per Candidate
4End shields (front and rear)1 Set per Candidate
5Shaft with key1 Pc per Candidate
6Bearing set1 Set per Candidate
7Machine screws and nuts (M5 x 20mm)6 Pcs per Candidate
8DC power supply 12V 5A1 Pc per Work Station
9Multimeter1 Pc per Candidate
10Screwdrivers (flat and Phillips)1 Set per Candidate
11Allen keys set1 Set per Candidate
12Pliers1 Pc per Candidate
13Wire brush1 Pc per Candidate
14Insulation tape1 Roll per Candidate
15Work bench1 Pc per Work Station
16Protective gloves1 Pair per Candidate
17Safety goggles1 Pair per Candidate
18Dust coat/overall1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Assembly and Testing of DC Motor
Wore appropriate PPE (dust coat, gloves, safety goggles)
(Award 1 mark for correct PPE or zero)
1
Handled tools and equipment safely and correctly
(Award 1 mark each for correct tool use and safety observed)
2
Assembled stator, armature, bearings and shaft as per specifications
(Award 1 mark each for correct assembly of stator, armature, bearings, shaft)
4
Fitted brush holder assembly and secured carbon brushes properly
(Award 1 mark each for fitting brush holder and brush positioning)
2
Mounted end shields correctly and tightened machine screws securely
(Award 1 mark each for correct mounting and tightening of screws)
3
Inspected commutator and cleaned with wire brush
(Award 1 mark for proper cleaning or zero)
1
Connected motor terminals to DC power supply correctly
(Award 1 mark each for correct polarity and secure connections)
2
Performed operational test checking motor rotation and current draw
(Award 1 mark each for motor rotation, correct direction, and current within rated limits)
3
Isolated power supply and performed safe disassembly
(Award 1 mark for correct isolation and safe handling)
1
Performed housekeeping: cleaned tools, workspace and stored equipment
(Award 1 mark for proper housekeeping or zero)
1
Sub-Total20
PRODUCT CHECKLIST
Assembled DC motor matches drawing dimensions: length 150mm, shaft diameter 12mm
(Award 3 marks if all dimensions conform or zero)
3
Motor runs smoothly without unusual noise or vibration
(Award 3 marks for smooth operation or zero)
3
Brushes make firm contact with commutator with no sparking observed
(Award 2 marks for proper brush contact or zero)
2
Electrical connections are secure and insulated properly
(Award 2 marks for secure and insulated connections or zero)
2
Sub-Total10
GRAND TOTAL30
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Disassemble, inspect, and reassemble a 250W DC generatorPractical 3
🔒Wiring and Functional Testing of a 1.5 kW Single-Phase AC MotorPractical 4
🔒Demonstrate Operation of Single-Phase AC GeneratorPractical 5
🔒Assemble and Test a 230V to 12V Single-Phase TransformerPractical 6
🔒Installation of a 3-Phase 5 kW AC Motor for a Water Pump ApplicationPractical 7
🔒Installation of a DC Motor for a Workshop LathePractical 8
🔒Comparative Performance Test of 1kW AC and DC Machines under LoadPractical 9
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Am I competent?

At the start of this chapter we promised you would be able to:

  • Identify different types of single-phase electrical machines needed for your work.
  • Correctly select and use DC machines for various tasks.
  • Safely operate AC single-phase motors and generators by following Standard Operating Procedures (SOPs).
  • Identify and use transformers properly based on the requirements of the job.
  • Apply both AC and DC machines appropriately according to the specific task at hand.

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

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