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Technologies --> Motors Books --> Annotated Bibliography

Annotated Bibliography

This Annotated Bibliography describes some of the books, reports, journals, software tools, and Web sites that are most useful for obtaining additional information on motor systems.

Web-Based Resources

Air Movement and Control Association International, Inc.

http://www.amca.org

AMCA is the association of the fan and blower industry. Information on AMCA-certified products is available on the site, along with downloadable Adobe PDF versions of their newsletter TechSpecs.

Compressed Air and Gas Institute

http://www.cagi.org

CAGI is the manufacturers’ association of the air compressor industry. Their Web site has a "toolbox" including data sheets on compressed air equipment performance and systems, a glossary, formulas, and a discussion of the European Union’s Pressure Equipment Directive.

Compressed Air Challenge

http://www.compressedairchallenge.org

This Web site provides an online version of Improving Compressed Air System Performance: A Source Book for Industry, as well as information on training offered by the CAC.

Consortium for Energy Efficiency’s Industrial Programs

http://www.cee1.org/ind/ind-main.php3

CEE’s Industrial Program maintains a site that provides updated information on its motor system initiatives, including their premium-efficiency motor initiative. The program has also assembled a "toolkit" of Web-based resources to help end-users and market transformation programs in improve energy efficiency of motor systems.

Motor Decisions Matter

http://www.motorsmatter.org

Motor Decisions Matter is a national campaign encouraging the use of sound motor management and planning as a tool to cut motor energy costs and increase productivity. The campaign is sponsored by a consortium of motor industry manufacturers and service centers, trade associations, electric utilities and government agencies.

Hydraulic Institute

http://www.pumps.org

The Hydraulic Institute, the association of the pump industry, has been working with OIT to develop materials on energy efficiency in pump systems, much of which is available in the pump resources section of their Web site. Information on pump manufacturers is also available at the site.

Industrial Best Practices: Motors

http://www.oit.doe.gov/bestpractices/motors

DOE’s Office of Industrial Technologies maintains a Web site with many technical publications and some excellent software tools available for downloading. An online version of the MotorMaster+Ò software is available. The site also maintains a calendar identifying training opportunities related to motors and motor systems.

Office of Industrial Technologies Clearinghouse

http://www.oit.doe.gov/clearinghouse/

DOE’s Office of Industrial Technologies also offers a Clearinghouse where trained staff answer questions on OIT's products and services, including motor programs. The Clearinghouse can be contacted at clearinghouse@ee.doe.gov or 800-862-2086.

Productive Energy Solutions, LLC

http://www.ProductiveEnergy.com/

Productive Energy Solutions is a consulting engineering firm focusing on motor systems optimization. The site provides material that can assist plant staff in assessing energy savings opportunities from motor systems optimization. The site also includes an online motor system cost calculator.

Washington State University’s Energy Program

http://www.energy.wsu.edu/index/industrial.cfm

WSU’s Energy Program has developed many of the technical content and software tools for OIT’s Industrial Best Practices program, many of which are available for downloading from this Web site. The site also has numerous research reports and technical assistance guides available both online and as Adobe PDF files.

NEMA Premium Motors

http://www.nema.org/premiummotors

NEMA Standards for premium motors

Copper Development Association

http://energy.copper.org/

The Copper Development Association keeps a frequently updated site of energy efficiency motors and transformers case studies. Check here also for recent motors and efficiency news.

Books and Reports

Andreas, John. 1982. Energy-Efficient Electric Motors: Selection and Application. New York, N.Y.: Marcel Dekker.

This reference, written in simple language, provides guidelines for selecting and applying electric motors on the basis of life-cycle costs. Particular emphasis is given to single- and three-phase motors from 1 to 125 hp. The book covers the economics of energy-efficient motors in detail and discusses some of the interactions between the power supply and the motor. There is a brief section on adjustable-speed drives.

Arthur D. Little, Inc. (ADL). 1980. Classification and Evaluation of Electric Motors and Pumps. Report DOE/TIC-11339. Prepared for the U.S. Department of Energy, Office of Industrial Programs. Springfield, Va.: National Technical Information Service.

This study, based on data from the late l970s, represents the first attempt to describe the motor and pump markets and to analyze whether efficiency standards and labeling requirements for motors and pumps were desirable. The data in this report served as the basis for the development of the EPAct motor rule. The report contains many detailed breakdowns on the motor and pump populations, but the accuracy of some of the numbers is questionable (due to limitations in the underlying data). The report contains a politically biased conclusion that neither efficiency standards nor labeling requirements are desirable. An earlier version of the report (DOE/CS-1047, same title and publisher) concluded that efficiency standards and labeling might be advantageous. This earlier version also contained some data that did not make it into the final report.

Arthur D. Little, Inc. (ADL). 1999. Opportunities for Energy Savings in the Residential and Commercial Sectors with High-Efficiency Electric Motors, Final Report. Prepared for the U.S. Department of Energy. Washington, D.C.: Arthur D. Little, Inc.

This study, commissioned by DOE’s Office of Energy Efficiency and Renewable Energy, is the most complete study of motor use in the commercial and residential sectors. The report profiles motor technologies and applications found in the commercial and residential sectors, current motor populations, energy use, and savings potentials, and also identifies barriers to increased use of efficient motors. In contrast to the Xenergy (1998) study of motors in the industrial sector, this report is based on secondary data sources. However, when combined with the Xenergy (1998) study, these studies offer the most comprehensive picture of motor use in the United States currently available.

Bensch, Ingo. 1999. POS Evaluation: Looking Back on the Performance Optimization Service Program, Report Summary. Madison, Wis.: Energy Center of Wisconsin.

This ten-page report discusses the results and lessons from the Wisconsin Performance Optimization Service program, which is one of the most extensive programs to promote system optimization in North America. This study is useful reading for program planners and implementers interested in encouraging systems optimization since the Wisconsin program implementers had some notable successes but also learned some important lessons that will need to be addressed by future programs of this type. An in-depth report is also available for those wanting further details.

Consortium for Energy Efficiency (CEE). 1996. Premium Efficiency Motor Initiative. Boston, Mass.: Consortium for Energy Efficiency.

CEE’s premium-efficiency motor initiative was inspired by a desire to define a new efficiency point for manufacturers to use as a target when they designed their new product lines in response to EPAct. The description discusses the motivation behind the initiative, how the levels in the specification were arrived at, and possibilities for the specification to be used in market transformation programs.

Dreisilker, Henry. Undated. "Safe Stator and Rotor Stripping Method." 10-page typescript. Glen Ellyn, Ill.: Dreisilker Electric Motors.

Henry Dreisilker, president of a large motor distribution and repair business, has waged a one-man campaign for 30 years against the use of burnout-oven stripping. He maintains that conventional motor repair practice damages motors and that the low-temperature, mechanical technique he uses and markets does a better job without damaging the motors. Dreisilker has an extensive collection of testimonials in support of his method, and case studies of the damage caused by conventional practice.

E Source, Inc. 1999. Drivepower Technology Atlas Series, Volume IV. Prepared by B. Howe, A. Lovins, D. Houghton, M. Shepard, and B. Stickney. Boulder, Colo.: E Source, Inc.

This volume is the third edition of one of the standard motor efficiency references that built upon the 1989 report, The State of the Art: Drivepower (Lovins et al. 1989). E Source’s series was among the first motor energy efficiency technical references and helped establish the credibility of this topic. This encyclopedic work provides in-depth technical information on motor and related technologies; motor systems; and motor selection, operation, and maintenance. The book focuses in particular on the state-of-the-art technologies and practice, and provides information not readily available from other sources.

Easton Consultants. 1996. National Market Transformation Strategies for Industrial Electric Motor Systems: Volume II, Market Assessment. DOE/PO-0044. Washington, D.C.: U.S. Department of Energy.

This report is the result of a multi-funder research effort to characterize the opportunities for energy efficiency in key segments of the original equipment manufacturer motor marketplace. The structure of the motor drive, pump, fan, and compressed air industry are described, and key market players are identified.

Easton Consultants. 2000. Market Research Report: Variable Frequency Drives. Report #00-054. Portland, Oreg.: Northwest Energy Efficiency Alliance.

This study builds upon the above report to provide a characterization of the ASD market, and represents the most current market analysis available. This report projects the market for ASDs, estimates the installed base, characterizes how the market functions, provides current cost data, and identifies potential implementation problems associated with drives.

Easton Consultants and Xenergy 1999. Opportunities for Industrial Motor Systems in the Pacific Northwest. Portland, Oreg: Northwest Energy Efficiency Alliance.

Identifies opportunities for reducing motor system energy use by measure (e.g., motor efficiency upgrade, pump system efficiency improvement, etc.) and sector (e.g., pulp and paper, irrigation, etc.). This work is largely based on a previous study by Xenergy for DOE (Xenergy 1998). It also evaluates the sectors and measures on specific criteria and identifies five major program "opportunity clusters" a motor package (efficiency, proper rewinding, and down-sizing), an equipment package (primarily fan and pump systems), a compressed-air package, irrigation pumping, and refrigeration in the food-processing industries. The approach and packages may be appropriate for other regions.

Electrical Apparatus Service Association (EASA). 1985. Core Iron Study. St. Louis, Mo.: Electrical Apparatus Service Association.

This widely cited study from the 1980s, prepared by the trade association of motor repair shops, sought to resolve the question of whether conventional burnout-oven stripping degrades motor cores. Although the study concluded that no damage should occur when burnout ovens are set no higher than 650EF, the data from EASA's tests do show some damage and suggest that lower temperature limits may be warranted. Much of the more recent work, especially by the Washington State University (Schueler, Leistner, and Douglass 1994) build upon this report to address this question.

Friedman, R., C. Burrell, J. DeKorte, N. Elliott, and B. Meberg. 1996. Electric Motor System Market Transformation. Washington, D.C.: American Council for an Energy-Efficient Economy.

This report, the foundation for many of the motor system programs developed in recent years (such as the Compressed Air Challenge), remains an important reference on motor system markets. The study identified and characterized the major motor systems market segments and provided market structures for each segment, identifying key players. Opportunities for transforming the markets were identified, and intervention strategies were proposed for each. Based on this analysis, the various strategies were ranked based on their energy savings and likelihood of success. The report was prepared by ACEEE under contract to DOE’s Motor Challenge program and was also published by DOE (DOE/PO-0044, Volume I, 1996) along with a companion study, National Market Transformation Strategies for Industrial Electric Motor Systems: Volume II, Market Assessment (Easton Consultants 1996).

Lawrence Berkeley National Laboratory and Resource Dynamics Corporation. 2001. Improving Motor and Drive System Performance: A Sourcebook for Industry. Washington, D.C.: U.S. Department of Energy, Office of Industrial Technologies.

This new compilation assembles much of the key reference information into a single volume. The book provides an overview of motor technology basics and includes eight fact sheets on key motor topics and a list of resource available to motor users. The report also includes the motor repair documents prepared by the Washington State University.

Nailen, Robert. 1987. Motors, Volume 6, Power Plant Reference Series. Palo Alto, Calif.: Electric Power Research Institute.

This motor manual is directed mainly at power plant engineers, although most of the information is useful in other fields. Techniques for matching a motor to an application are described in relation to the load characteristics, environment, and power systems. Motor industry standards and maintenance practice arc also covered.

National Electrical Manufacturers Association (NEMA). 1999. Motors and Generators. NEMA Standards Publication No. MG 1-1998. Rosslyn, Va.: National Electrical Manufacturers Association.

One of the most important technical references for understanding the energy efficiency of electric motors. This document is the primary technical standard by which motors are designed and specified in North America, and is widely referenced throughout the world. The standard specifies allowable ranges for key operating parameters for difference "designs" of motor and generators. MG 1 allows for the interchangeability of motors of a given design among different manufacturers. Also provided are guidelines for labeling motors, including regarding energy efficiency. This standard is updated on approximately a 2-year cycle.

Schueler, V., P. Leistner, and J. Douglass. 1994. Industrial Motor Repair in the United States. Portland, Oreg.: Bonneville Power Administration.

The first major independent study of the motor repair industry and motor repair techniques. The study persuasively makes the case regarding why repair is an important energy issue, provides a profile of the motor repair industry, discusses the repair process and its possible impacts on efficiency, identifies the major barriers to quality repair, and proposes strategies to encourage quality repairs. Appendices provide tools to assist end-users in managing their motor repairs.

Seton, Johnson, & Odell, Inc. 1987. Lost Conservation Opportunities in the Industrial Sector. Portland, Oreg.: Bonneville Power Administration.

This report examines opportunities for obtaining efficiency improvements at low cost when new equipment is purchased or existing equipment is being replaced. It discusses several motor-related industrial energy efficiency opportunities, including motors, pumps, and piping. Extensive data on motor sales, costs, and efficiencies are included.

U.S. Department of Energy (DOE). 1998. Improving Compressed Air System Performance: A Source Book for Industry. Washington, D.C.: US Department of Energy.

This practical reference provides guidance for engineers and compressed air system operators on opportunity identification and system performance improvements. The guide was developed by DOE’s Motor Challenge program, in cooperation with the Compressed Air Challenge. The leading experts in the compressed air industry contributed to and reviewed this guide. The volume is organized into three parts:

  1. An overview of compressed air systems that describes types of compressors and other system components, and discusses uses for compressed air;
  2. A set of 11 fact sheets covering the main performance opportunities; and
  3. A reference guide that directs the reader to additional resources for assistance in compressed air system optimization and operation.

Xenergy. 1998. United States Industrial Electric Motor Systems Market Opportunities Assessment. Prepared for Oak Ridge National Laboratory and DOE’s Office of Industrial Technologies. Washington, D.C.: U.S. Department of Energy, Office of Energy Efficiency and Renewable Energy.

This study, perhaps the most important new data source on electric motors to become available in the past decade, was commissioned by DOE and undertook a systematic review of all data sources in order to characterize the industrial motor marketplace. This review was supplemented by extensive field assessment of manufacturing facilities. This research provided an accurate characterization of the number, size, and application of electric motors in industry, and yielded important insights into how these assets are managed by plants, and the size and locations of major efficiency opportunities. The main report, which is available online, is an important reference; however, the data available in the appendices of the complete report represent an even more valuable research resource. These include profiles of motor use and savings opportunities in selected industries, methodological information, and a stock adjustment model to project changes in the motor market place. Unfortunately the complete report has become difficult to obtain.

Xenergy. 2000. Assessment of the Market for Compressed Air Efficiency Services. Prepared for DOE and the Compressed Air Challenge. Burlington, Mass.: Xenergy.

This study characterizes the compressed air marketplace from both demand and supply sides. The report characterizes the knowledge of compressed air system users and suppliers, provides a picture of the market structure, estimates energy use, and identifies the magnitude of efficiency opportunities. Market barriers on both sides are identified, and strategies for addressing these barriers are suggested.

Journals and Periodicals

ASHRAE Journal, ASHRAE Transactions. American Society of Heating, Refrigerating and Air-Conditioning Engineers, 1791 Tullie Circle, N.E., Atlanta, GA 30329.

The Journal, the monthly magazine of ASHRAE, covers topics related to their mission in articles, advertisements, and product listings and is of primary interest to mechanical engineers designing or retrofitting HVAC and refrigeration systems. Transactions is published twice each year and contains the research papers presented at the two annual ASHRAE meetings.

Consulting-Specifying Engineer, Design News, Plant Engineering. The Cahners Publishing Company, 275 Washington Street, Newton, MA 02158.

Consulting-Specifying Engineer is published monthly and is aimed at mechanical and electrical engineers working in the building construction industry. The articles, advertising, and product listings cover a wide range of technologies, including those related to motors. Design News is published twice monthly and is written for mechanical and electrical engineers designing components and systems for buildings, industry, and transportation. It includes articles, advertising, and product listings. Plant Engineering is also published twice monthly and includes articles, advertising, and product listings. It is written for engineers working in industry.

Electrical Construction and Maintenance. Intertec Publishing, 888 7th Avenue, 38th Floor, New York, NY 10106.

This monthly magazine covers the installation, maintenance, and repair of a range of electrical technologies. Each issue includes AMotor Facts," which covers a variety of issues in the selection, installation, and care of motors.

Energy Engineering. Association of Energy Engineers, 700 Indian Trail, Lilburn, GA 30247.

This bimonthly publication is the journal of the Association of Energy Engineers. Each issue concentrates on a single topic, such as motor systems, energy management control systems software, etc., and includes several articles plus a product directory.

Energy User News. The Chilton Company, 7 East 12th Street, New York, NY 10003.

This monthly magazine is targeted at facility managers in commercial and institutional buildings. It presents case studies, interviews, and surveys on energy use practices, and reports on trends in energy costs. The magazine includes advertising and product directories on a variety of energy-efficient technologies, including motors and drives.

Engineered Systems. Business News Publishing Company, P.O. Box 7016, Troy, MI 48007.

This magazine, published bimonthly, "provides information to assist people who specify, install, buy, and maintain commercial, industrial, and institutional HVAC/R systems." Articles, advertisements, and product directories cover a wide range of topics in the areas of both mechanical and electrical technologies, including motors and motor systems.

Heating, Piping, and Air Conditioning. Penton Publishing, Inc., 1100 Superior Avenue, Cleveland, OH 44114.

This monthly magazine is addressed to mechanical engineers working in the building trade. Articles, advertising, and product listings cover a variety of topics, including pumps, fans, piping, and ductwork.

IEEE Transactions on Industry Applications, IEEE Transactions on Power Systems. Institute of Electrical and Electronics Engineers, 345 East 47th Street, New York, NY 10017-2394.

Industry Applications, published six times a year, covers a variety of motor-related technologies of interest to industry (including recent developments in adjustable speed drives and their applications) and includes papers presented at conferences of the IEEE Industry Applications Society. Power Systems focuses on topics of interest to electric utilities, including new types of motors and the interaction of motor systems with utilities. This quarterly publication contains papers presented at conferences of the IEEE Power Engineering Society.

Software Tools

Jacobs Engineering Group, Inc. 1996. ASDMaster™. Palo Alto, Calif.: Electric Power Research Institute.

ASDMaster™ is a software tool developed by EPRI to assist with the analysis, application, and specification of adjustable speed drives. ASDMaster™provides the end-user with a screening tool that aids in identifying ASD applications, evaluating the economics, selecting the right ASD to suit the application and environment, developing a purchase specification, and locating manufacturers of suitable ASDs. The companion user’s guide provides an excellent overview of ASD technologies, application considerations, economic evaluation, and several case studies.

Office of Industrial Technologies. 2000. Pumping System Assessment Tool. Washington, D.C.: U.S. Department of Energy, Office of Industrial Technologies.

The Pumping System Assessment Tool (PSAT) is a software program developed by DOE’s Office of Industrial Technologies to assist engineers and facility operators in performing assessments of pumping system energy usage. PSAT is also well suited for consultants or plant engineers performing plant energy usage surveys. End-users in the field will find PSAT easy to use since it was carefully designed to require only the minimum essential operation data (or requirements) to perform its analysis. Although PSAT does not specify recommendations for measures to improve systems, it does prioritize likely opportunities for efficiency improvement and allows the user to broaden or narrow searches for improving efficiency.

Washington State University Energy Program. 1999. MotorMaster+Ò, Version 3.01. Olympia, Wash.: Washington State University.

This program is the latest incarnation of what started as the Washington State Energy Office’s Motor Database in the late 1980s. The core feature of this tool is a database of catalog data for integral-horsepower motors from all major manufacturers. This database allows different motors to be compared, and to evaluate repair/replace decisions. The database has also proven to be a valuable research tool, allowing the range of available product to be investigated. In the plus version, a robust motor inventory and management function and a life-cycle cost calculator have been added to the compare function. While there are limitations with the database as discussed in Chapter 1, the large database and the ability to download for free make this tool a must-have.

Washington State University Energy Program. 2001. AirMaster+Ò . Olympia, Wash.: Washington State University.

AirMaster+Ò is a stand-alone Windows-based software tool used to analyze industrial compressed air systems. It is intended to enable auditors to model both existing system operation and future improvements, and evaluate savings from energy efficiency measures with relatively short payback periods. AirMaster+Ò provides a systematic approach to assessing compressed air systems, analyzing collected data, and reporting results. Available upon request by e-mailing the OIT Clearinghouse at Clearinghouse@ee.doe.gov or calling 800-862-2086.

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